MONTEBELLO HOUSING DEVELOPMENT CORPORATION (EIN 954413788) - 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

1992

Legal Domicile

Phone

3237223955

Tax Period

2024-07-01 to 2025-06-30

MONTEBELLO HOUSING DEVELOPMENT CORPORATION, founded in 1992, is a small nonprofit in the Housing & Shelter sector that reported $426K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $545K exceeded revenue, resulting in a 28% operating deficit.

Mission

EMPOWERING FAMILIES THROUGHOUT LOS ANGELES COUNTY TO REALIZE THE AMERICAN DREAM. MHDC IS ORGANIZED TO ASSIST THE GOVERNMENT OF THE CITY OF MONTEBELLO, CALIFORNIA, ITS REDEVELOPMENT AGENCY OR OTHER AGENCIES, AUTHORITITES, BOARDS OR COMMISSION TO DEVELOP, REHABILITATE HOUSING

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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 (2024)

Revenue Breakdown

Contributions & Grants $168,447

Program Service Revenue $17,443

Investment Income $26,114

Other Revenue $214,374

TOTAL REVENUE $426,378

Expense Breakdown

Grants Paid $0

Salaries & Benefits $245,043

Fundraising Expenses $0

Program Expenses $436,290

Other Expenses $300,319

TOTAL EXPENSES $545,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,378	$611,093	-0.3%
Expenses	$545,362	$655,631	-0.2%
Net Income	$-118,984	$-44,538	+1.7%

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

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ALEJANDRA GUTIERREZ	BOARD MEMBER	Director	$0	$0	$0
JAIME LEGASPI	VICE PRESIDENT	Officer Director	$0	$0	$0
ROBERT MONZON	PRESIDENT	Officer Director	$0	$0	$0
PATRICIA RENTERIA	TREASURER	Officer Director	$0	$0	$0
JOSEPH SANDOVAL	SECRETARY	Officer Director	$0	$0	$0

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
2025	$426,378	$545,362	$7,580,239	$-118,984
2024	$538,446	$605,691	$7,943,004	$-67,245
2023	$667,583	$569,786	$8,031,579	$97,797
2022	$446,158	$456,874	$8,205,949	$-10,716
2021	$469,941	$387,979	$8,284,102	$81,962
2020	$715,244	$360,403	$8,242,679	$354,841
2020	$746,031	$415,111	$8,245,551	$330,920
2019	$216,894	$302,200	$9,586,693	$-85,306
2019	$264,332	$316,657	$9,784,891	$-52,325
2018	$217,296	$355,625	$9,507,606	$-138,329

MONTEBELLO HOUSING DEVELOPMENT CORPORATION