MONTE VISTA GROVE HOMES (EIN 951652915) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1924

Legal Domicile

Principal Officer

DEBORAH A HERBERT

Phone

6267966135

Tax Period

2023-01-01 to 2023-12-31

MONTE VISTA GROVE HOMES, founded in 1924, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $10.0M left a modest 12% surplus.

Mission

SENIOR COMMUNITY COMMITTEED TO BEST PRACTICES IN OUR CARE OF PEOPLE, FINANCES, TIME & ENVIRONMENT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $919,147

Program Service Revenue $6,837,305

Investment Income $1,112,160

Other Revenue $2,438,518

TOTAL REVENUE $11,307,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,892,947

Fundraising Expenses $189,913

Program Expenses $8,291,205

Other Expenses $4,092,308

TOTAL EXPENSES $9,985,255

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,307,130	$8,533,628	+0.3%
Expenses	$9,985,255	$9,201,866	+0.1%
Net Income	$1,321,875	$-668,238	-3.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

115

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$380,956

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA WHITE	TRUSTEE (JAN-MAY)	3.00	Director	$0	$0	$0
DEBORAH OWENS	TRUSTEE	3.00	Director	$0	$0	$0
DENISE JACKSON	TRUSTEE	3.00	Director	$0	$0	$0
DR PATRICIA MARTINEZ-MILLER	TRUSTEE	3.00	Director	$0	$0	$0
DR KATHLEEN TINGUS	TRUSTEE	3.00	Director	$0	$0	$0
GERALD HERTER	TREASURER	5.00	Officer Director	$0	$0	$0
HELEN DARSIE	TRUSTEE	3.00	Director	$0	$0	$0
HILARY DORSEY	SECRETARY	5.00	Officer Director	$0	$0	$0
JANET WELLS	TRUSTEE	3.00	Director	$0	$0	$0
JIM CRONK	ASSISTANT TREASURER	5.00	Officer Director	$0	$0	$0
KAREN WALTER	TRUSTEE	3.00	Director	$0	$0	$0
LLOYD WONG	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL ROMO	TRUSTEE	3.00	Director	$0	$0	$0
MYRON OATES	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
REV DR MARILYN MANNING	TRUSTEE	3.00	Director	$0	$0	$0
REV DR NORMAN THOMAS	TRUSTEE	3.00	Director	$0	$0	$0
REV DR LYNN CHEYNEY	TRUSTEE	3.00	Director	$0	$0	$0
REV DR REX MCDANIEL	PRESIDENT	5.00	Officer Director	$0	$0	$0
REV JASON GAMBLE	TRUSTEE	3.00	Director	$0	$0	$0
REV MARK HONG	TRUSTEE	3.00	Director	$0	$0	$0
REV DAVID WON	TRUSTEE	3.00	Director	$0	$0	$0
DEBORAH HERBERT	CHIEF EXECUTIVE OFFICER	40.00	Officer	$178,962	$20,834	$199,796
KIM HOUSER	CHIEF FINANCIAL OFFICER	40.00	Officer	$163,018	$18,142	$181,160
EDEN CONORA	CARE COORDINATOR	40.00	Highest	$143,053	$19,749	$162,802

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$11,307,130	$9,985,255	$30,362,063	$1,321,875
2022	$8,533,628	$9,201,866	$27,838,408	$-668,238
2021	$12,718,718	$10,314,745	$29,166,964	$2,403,973
2020	$9,416,200	$10,861,796	$29,443,161	$-1,445,596
2019	$9,489,005	$9,781,284	$27,957,570	$-292,279
2018	$8,509,114	$8,897,610	$26,332,753	$-388,496

MONTE VISTA GROVE HOMES