Civic Intelligence

Montevista Foundation Inc.

990EZ • Fiscal year 2014 • EIN 74-2618410

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 07, 2015

345 E Summit AvenueSan Antonio, TX 78212

(210) 732-3065

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-20%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$357,715

Down $16,678 (-4.5%) from 2013

Net Assets

Down

$355,155

Down $16,395 (-4.4%) from 2013

Liabilities

Down

$2,560

Down $283 (-10.0%) from 2013

Revenue

Down

$81,364

Down $20,801 (-20%) from 2013

Expenses

Up

$97,759

Up $1,487 (+1.5%) from 2013

Net Income

Down

-$16,395

Down $22,288 (-378%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $368,663Liabilities 2010: $52,215Net Assets 2010: $316,4482010Assets 2011: $378,096Liabilities 2011: $33,494Net Assets 2011: $344,6022011Assets 2012: $379,690Liabilities 2012: $14,033Net Assets 2012: $365,6572012Assets 2013: $374,393Liabilities 2013: $2,843Net Assets 2013: $371,5502013Assets 2014: $357,715Liabilities 2014: $2,560Net Assets 2014: $355,1552014Assets 2015: $384,027Liabilities 2015: $22,697Net Assets 2015: $361,3302015Assets 2016: $372,380Liabilities 2016: $21,105Net Assets 2016: $351,2752016Assets 2017: $355,917Liabilities 2017: $16,093Net Assets 2017: $339,8242017Assets 2018: $349,147Liabilities 2018: $23,038Net Assets 2018: $326,1092018Assets 2019: $1,277,235Liabilities 2019: $908,267Net Assets 2019: $368,9682019Assets 2020: $993,070Liabilities 2020: $131,026Net Assets 2020: $862,0442020Assets 2021: $908,622Liabilities 2021: $14,945Net Assets 2021: $893,6772021Assets 2022: $891,443Liabilities 2022: $6,624Net Assets 2022: $884,8192022Assets 2023: $882,101Liabilities 2023: $8,119Net Assets 2023: $873,9822023Assets 2024: $850,637Liabilities 2024: $5,130Net Assets 2024: $845,5072024

Highlighted filing

2014

Assets$357,715
Liabilities$2,560
Net Assets$355,155

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2010: $121,170Expenses 2010: $107,565Net Income 2010: $13,6052010Revenue 2011: $125,144Expenses 2011: $96,990Net Income 2011: $28,1542011Revenue 2012: $124,575Expenses 2012: $103,520Net Income 2012: $21,0552012Revenue 2013: $102,165Expenses 2013: $96,272Net Income 2013: $5,8932013Revenue 2014: $81,364Expenses 2014: $97,759Net Income 2014: -$16,3952014Revenue 2015: $124,750Expenses 2015: $118,575Net Income 2015: $6,1752015Revenue 2016: $121,361Expenses 2016: $131,416Net Income 2016: -$10,0552016Revenue 2017: $132,783Expenses 2017: $144,234Net Income 2017: -$11,4512017Revenue 2018: $127,235Expenses 2018: $140,950Net Income 2018: -$13,7152018Revenue 2019: $183,359Expenses 2019: $140,500Net Income 2019: $42,8592019Revenue 2020: $716,745Expenses 2020: $223,669Net Income 2020: $493,0762020Revenue 2021: $198,789Expenses 2021: $167,156Net Income 2021: $31,6332021Revenue 2022: $134,350Expenses 2022: $143,208Net Income 2022: -$8,8582022Revenue 2023: $141,504Expenses 2023: $152,341Net Income 2023: -$10,8372023Revenue 2024: $137,000Expenses 2024: $165,475Net Income 2024: -$28,4752024

Highlighted filing

2014

Revenue$81,364
Expenses$97,759
Net Income-$16,395
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 7, 2015
Return Version
2014v5.0
Gross Receipts
$84,894
Mission and Program Overview

Mission

Support of exclusively religious activities conducted by the roman catholic prelature of opus dei. (holy mass & other worship, spiritual guidance, retreats, theology classes & distribution of religous mtls). Open to the public.

Program Services

DescriptionGrantsExpenses
SUPPORT OF EXCLUSIVELY RELIGIOUS ACTIVITIES CONDUCTED BY THE ROMAN CATHOLIC PRELATURE OF OPUS DEI. (HOLY MASS & OTHER WORSHIP, SPIRITUAL GUIDANCE, RETREATS, THEOLOGY CLASSES & DISTRIBUTION OF RELIGIOUS MTLS). OPEN TO THE PUBLIC.$0$97,759
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLOS LORENZOPresident & DirectorPT$0--
PETER J COULCHINSKYSecretaryPT$0--
JAMES KEENANVice Pres & TreasurerPT$0--
KEVIN CARRASCOVice PresPT$0--
JAMES L MURPHYVice PresPT$0--
Filing and Contact Details

Filer

Filer Name
Montevista Foundation Inc
EIN
74-2618410
Phone
2107323065
Address
345 E SUMMIT AVENUE, SAN ANTONIO, TX 78212

Signing Officer

Name
James Keenan
Title
Vice-president
Phone
2107323065
Signed
2015-08-07
Discuss with paid preparer
Yes

Preparer

Firm
FRANK DiROSA III CPA PC
Address
15600 SAN PEDRO SUITE 301, SAN ANTONIO, TX 78232
Preparer
Frank DiRosa III
Phone
2104919999
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 3,091. Returns and Allowances: 0. Less Cost of Goods Sold: 3,530. Gross Profit: -439. Cost of Goods Sold: Inventory at Beginning of Year: 1,500. Merchandise Purchased: 2,495. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 465. Cost of Goods Sold: 3,530.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: CEEDIT CARD REWARDS. Amount: 94.

Form 990-EZ, Part I, Line 14

Description: Depreciation. Amount: 9,906. Description: Other Expenses. Amount: 17,516. Total to Form 990-EZ, line 14: 27,422.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: AUTOMOBILE EXPENSE. Amount: 4,369. Description: BANK CHARGES. Amount: 158. Description: BOOKS, SUBSCRIPTIONS & NEWSLETTERS. Amount: 1,901. Description: CHAPEL SUPPLIES & MAINTENANCE. Amount: 902. Description: CONFERENCES, CONVENTIONS, AND MEETINGS. Amount: 1,720. Description: FOOD. Amount: 17,272. Description: PAYROLL TAXES. Amount: 2,645. Description: SPECIAL MASS (FLOWER, CHOIR, ETC). Amount: 3,481. Description: SUPPLIES. Amount: 935. Description: TRAVEL. Amount: 528. Description: MOVING. Amount: 800. Total to Form 990-EZ, line 16: 34,711.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Inventory - Books. Beg. of Year Amount: 1,500. End of Year Amount: 465. Description: Investment - Silver. Beg. of Year Amount: 3,670. End of Year Amount: 3,670. Description: Other Depreciable Assets. Beg. of Year Amount: 25,044. End of Year Amount: 24,640.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Payroll Liabilities. Beg. of Year Amount: 1,290. End of Year Amount: 1,474. Description: Credit Card Payable. Beg. of Year Amount: 1,553. End of Year Amount: 1,086.

Raw XML Appendix174 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARLOS LORENZO
IRS990EZ/BooksInCareOfDetail/PhoneNum02107323065
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0345 E SUMMIT AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078212
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05592
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt032253
IRS990EZ/CostOfGoodsSoldAmt03530
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-16395
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0374393
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0357715
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-439
IRS990EZ/GrossReceiptsAmt084894
IRS990EZ/GrossSalesOfInventoryAmt03091
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0317789
IRS990EZ/LandAndBuildingsGrp/EOYAmt0323348
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0371550
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0355155
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0371550
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0355155
IRS990EZ/OccupancyRentUtltsAndMaintAmt027422
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLOS LORENZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER J COULCHINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES KEENAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN CARRASCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES L MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRES & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRES
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt030214
IRS990EZ/OtherAssetsTotalDetail/EOYAmt028775
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt034711
IRS990EZ/OtherRevenueTotalAmt094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF EXCLUSIVELY RELIGIOUS ACTIVITIES CONDUCTED BY THE ROMAN CATHOLIC PRELATURE OF OPUS DEI. (HOLY MASS & OTHER WORSHIP, SPIRITUAL GUIDANCE, RETREATS, THEOLOGY CLASSES & DISTRIBUTION OF RELIGOUS MTLS). OPEN TO THE PUBLIC.
IRS990EZ/PrintingPublicationsPostageAmt02064
IRS990EZ/ProgramServiceRevenueAmt049456
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF EXCLUSIVELY RELIGIOUS ACTIVITIES CONDUCTED BY THE ROMAN CATHOLIC PRELATURE OF OPUS DEI. (HOLY MASS & OTHER WORSHIP, SPIRITUAL GUIDANCE, RETREATS, THEOLOGY CLASSES & DISTRIBUTION OF RELIGIOUS MTLS). OPEN TO THE PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt097759
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt033537
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02843
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02560
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt097759
IRS990EZ/TotalProgramServiceExpensesAmt097759
IRS990EZ/TotalRevenueAmt081364
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt061811
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt067407
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0289342
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0267459
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0289342
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032253
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt065608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt061811
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt067407
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0289342
IRS990ScheduleA/TotalSupportAmt0289342
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income: Gross Receipts: 3,091. Returns and Allowances: 0. Less Cost of Goods Sold: 3,530. Gross Profit: -439. Cost of Goods Sold: Inventory at Beginning of Year: 1,500. Merchandise Purchased: 2,495. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 465. Cost of Goods Sold: 3,530.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: CEEDIT CARD REWARDS. Amount: 94.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Depreciation. Amount: 9,906. Description: Other Expenses. Amount: 17,516. Total to Form 990-EZ, line 14: 27,422.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: AUTOMOBILE EXPENSE. Amount: 4,369. Description: BANK CHARGES. Amount: 158. Description: BOOKS, SUBSCRIPTIONS & NEWSLETTERS. Amount: 1,901. Description: CHAPEL SUPPLIES & MAINTENANCE. Amount: 902. Description: CONFERENCES, CONVENTIONS, AND MEETINGS. Amount: 1,720. Description: FOOD. Amount: 17,272. Description: PAYROLL TAXES. Amount: 2,645. Description: SPECIAL MASS (FLOWER, CHOIR, ETC). Amount: 3,481. Description: SUPPLIES. Amount: 935. Description: TRAVEL. Amount: 528. Description: MOVING. Amount: 800. Total to Form 990-EZ, line 16: 34,711.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Inventory - Books. Beg. of Year Amount: 1,500. End of Year Amount: 465. Description: Investment - Silver. Beg. of Year Amount: 3,670. End of Year Amount: 3,670. Description: Other Depreciable Assets. Beg. of Year Amount: 25,044. End of Year Amount: 24,640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Payroll Liabilities. Beg. of Year Amount: 1,290. End of Year Amount: 1,474. Description: Credit Card Payable. Beg. of Year Amount: 1,553. End of Year Amount: 1,086.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES KEENAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02107323065
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEVISTA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0742618410
ReturnHeader/Filer/PhoneNum02107323065
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 E SUMMIT AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742788437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK DiROSA III CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015600 SAN PEDRO SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078232
ReturnHeader/PreparerPersonGrp/PhoneNum02104919999
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank DiRosa III
ReturnHeader/ReturnTs02015-08-09T01:37:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.85$0.14$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.14$0.15$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.88$0.13$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.89$0.20$0.17$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.13$0.86$0.72$0.22$0.49
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.91$0.37$0.18$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$0.13$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.02$0.34$0.13$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.02$0.35$0.12$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$0.12$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.08$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.10$0.10$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.01$0.37$0.12$0.10$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.03$0.34$0.13$0.10$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.05$0.32$0.12$0.11$0.01