Civic Intelligence

Montevista Foundation Inc.

990 • Fiscal year 2019 • EIN 74-2618410

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profilewww.montevistasc.org
345 E Summit AvenueSan Antonio, TX 78212

(713) 703-3153

Siviq Scores

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

Liabilities / Assets

87th percentile

0.71x

Higher debt load relative to assets than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

4.95x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

98th percentile

266%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$1,277,235

Up $928,088 (+266%) from 2018

Net Assets

Up

$368,968

Up $42,859 (+13%) from 2018

Liabilities

Up

$908,267

Up $885,229 (+3842%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin80th percentile

Revenue

Up

$183,359

Up $56,124 (+44%) from 2018

Expenses

Down

$140,500

Down $450 (-0.3%) from 2018

Net Income

Up

$42,859

Up $56,574 (+412%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

2019

Assets$1,277,235
Liabilities$908,267
Net Assets$368,968
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

2019

Revenue$183,359
Expenses$140,500
Net Income$42,859
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$184,565
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$330,497$1,133,825▲ $803,328
Rtn Earn Endowment Incm Other Fnds$326,109$368,968▲ $42,859
Cash and Non-Interest-Bearing Accounts$12,966$96,240▲ $83,274
Investments Other Securities$3,670$29,320▲ $25,650
Intangible Assets-$9,290-
Savings and Temporary Cash Investments-$5,006-
Inventories for Sale or Use$2,014$3,485▲ $1,471
Receivables From Officers Etc-$69-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$349,147$1,277,235▲ $928,088
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,599$903,519▲ $895,920
Other Liabilities$15,439$4,748▼ $10,691
Total Liabilities$23,038$908,267▲ $885,229
Net Assets / Fund Balance
Total Net Assets Fund Balance$326,109$368,968▲ $42,859
Total Liabilities and Net Assets / Fund Balance$349,147$1,277,235▲ $928,088

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$868,422$175,903$1,044,325
Land$239,920-$239,920
Other Land Buildings$23,227$36,401$59,628
Equipment$2,256$20,317$22,573
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Carlos LorenzoPresident / Director
Kevin CarrascoDirector
James L MurphySecretary/ Director
Peter J CoulchinskyVice Pres/ Director
James KeenanVice Pres/ Treasurer/ Director
Revenue and Support

Revenue Composition

Contributions and Grants
$134,870
Program Service Revenue
$48,483
Investment Income
$6
Other Revenue
$0
All Other Contributions
$134,870
Change in Net Assets
$42,859
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,848
Salaries, Compensation, and Employee Benefits$43,652
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,540--$40,540
Occupancy$37,381--$37,381
Depreciation Depletion$15,774--$15,774
Conferences and Meetings$4,965--$4,965
All Other Expenses$4,726--$4,726
Office Expenses$3,492--$3,492
Payroll Taxes$3,112--$3,112
Other Expenses$2,847--$2,847
Travel$2,693--$2,693
Insurance$808--$808
Fees for Services Accounting$25--$25
Total Functional Expenses$140,500$0$0$140,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$69-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$2,476
Payroll Taxes Payable$2,272
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The form 990 was reviewed by carlos lorenzo, board president and director. A copy of the 990 was emailed to all the directors.”

Form 990, Part VI, Section B, line 12C

“When a new employee, board member or volunteer comes to work for the organization, a conflict of interest policy is discussed. In thr future, an individual will sign off on the policy to confirm that he/she understands the policy, this policy is revised annually and on any evaluations.”

Form 990, Part VI, Section C, line 19

“The organization makes it's governing documents, conflict of interest policy, and financial statements available upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Carlos lorenzo - 345 e. Summit avenue, san antonio, tx 78212. Peter j. Coulchinsky - 345 e. Summit avenue, san antonio, tx 78212. James keenan - 345 e. Summit avenue, san antonio, tx 78212. Kevin carrasco - 10818 tioga dr, san antonio, tx 78230. James l. Murphy - 265 e oakview, san antonio, tx 78209.”

Filing and Contact Details

Filer

Filer Name
Montevista Foundation Inc
EIN
74-2618410
Phone
7137033153
Address
345 E SUMMIT AVENUE, SAN ANTONIO, TX 78212

Signing Officer

Name
James Keenan
Title
Vice-president
Phone
2107323065
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Keenan
Formed
1998
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
0

Preparer

Firm
FRANK DiROSA III CPA PC
Address
16797 SAN PEDRO, SAN ANTONIO, TX 78232
Preparer
Frank DiRosa III
Phone
2104919999
Raw XML Appendix394 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT OF EXCLUSIVELY RELIGIOUS ACTIVITIES CONDUCTED BY THE ROMAN CATHOLIC PRELATURE OF OPUS DEI. (HOLY MASS & OTHER WORSHIP, SPIRITUAL GUIDANCE, RETREATS, THEOLOGY & DISTRIBUTION OF RELIGIOUS MTLS). OPEN TO THE PUBLIC.
IRS990/AllOtherContributionsAmt0134870
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04726
IRS990/AllOtherExpensesGrp/TotalAmt04726
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES KEENAN
IRS990/BooksInCareOfDetail/PhoneNum07137033153
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0345 E SUMMIT AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078212
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt012966
IRS990/CashNonInterestBearingGrp/EOYAmt096240
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04965
IRS990/ConferencesMeetingsGrp/TotalAmt04965
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt01206
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0134870
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06
IRS990/CYOtherExpensesAmt096848
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt048483
IRS990/CYRevenuesLessExpensesAmt042859
IRS990/CYSalariesCompEmpBnftPaidAmt043652
IRS990/CYTotalExpensesAmt0140500
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0183359
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt015774
IRS990/DepreciationDepletionGrp/TotalAmt015774
IRS990/Desc0HOLY MASS & OTHER WORSHIP, SPIRITUAL GUIDANCE, RETREATS, THEOLOGY CLASSES & DISTRIBUTION OF RELIGIOUS MTLS. ALL PROGRAMS & WORSHIP SERVICES ARE OPEN TO THE PUBLIC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0140500
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt025
IRS990/FeesForServicesAccountingGrp/TotalAmt025
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0CARLOS LORENZO
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER J COULCHINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES KEENAN
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN CARRASCO
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES L MURPHY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT / DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRES/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRES/ TREASURER/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/ DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0184565
IRS990/GrossSalesOfInventoryAmt01206
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0808
IRS990/InsuranceGrp/TotalAmt0808
IRS990/IntangibleAssetsGrp/EOYAmt09290
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02014
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03485
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03670
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt029320
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0232621
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0330497
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01133825
IRS990/LandBldgEquipCostOrOtherBssAmt01366446
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT OF EXCLUSIVELY RELIGIOUS ACTIVITIES CONDUCTED BY THE ROMAN CATHOLIC PRELATURE OF OPUS DEI. (HOLY MASS & OTHER WORSHIP, SPIRITUAL GUIDANCE, RETREATS, THEOLOGY & DISTRIBUTION OF RELIGIOUS MTLS). OPEN TO THE PUBLIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt07599
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0903519
IRS990/NetAssetsOrFundBalancesBOYAmt0326109
IRS990/NetAssetsOrFundBalancesEOYAmt0368968
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt037381
IRS990/OccupancyGrp/TotalAmt037381
IRS990/OfficeExpensesGrp/ProgramServicesAmt03492
IRS990/OfficeExpensesGrp/TotalAmt03492
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOOD & HOUSEHOLD SUPPLI
IRS990/OtherExpensesGrp/Desc1AUTOMOBILE EXPENSE
IRS990/OtherExpensesGrp/Desc2CHAPEL SUPPLIES & MAINT
IRS990/OtherExpensesGrp/Desc3BOOK, SUBSCRIPTIONS & N
IRS990/OtherExpensesGrp/ProgramServicesAmt016929
IRS990/OtherExpensesGrp/ProgramServicesAmt13891
IRS990/OtherExpensesGrp/ProgramServicesAmt23317
IRS990/OtherExpensesGrp/ProgramServicesAmt32847
IRS990/OtherExpensesGrp/TotalAmt016929
IRS990/OtherExpensesGrp/TotalAmt13891
IRS990/OtherExpensesGrp/TotalAmt23317
IRS990/OtherExpensesGrp/TotalAmt32847
IRS990/OtherLiabilitiesGrp/BOYAmt015439
IRS990/OtherLiabilitiesGrp/EOYAmt04748
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt040540
IRS990/OtherSalariesAndWagesGrp/TotalAmt040540
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03112
IRS990/PayrollTaxesGrp/TotalAmt03112
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES KEENAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ROOM & BOARD - Permane
IRS990/ProgramServiceRevenueGrp/Desc1SECONDARY SCHOOL PROGR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040950
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17533
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17533
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt071208
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0101850
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt056027
IRS990/PYRevenuesLessExpensesAmt0-13715
IRS990/PYSalariesCompEmpBnftPaidAmt039100
IRS990/PYTotalExpensesAmt0140950
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0127235
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt069
IRS990/ReconcilationRevenueExpnssAmt042859
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt048489
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0326109
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0368968
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0134870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt061488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt057433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0376381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0321953
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0376381
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0134870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt061488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt057433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051382
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0376381
IRS990ScheduleA/TotalSupportAmt0376387
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0868422
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0175903
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01044325
IRS990ScheduleD/EquipmentGrp/BookValueAmt02256
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020317
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022573
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt0239920
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0239920
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023227
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036401
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt059628
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02272
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12476
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01133825
IRS990ScheduleD/TotalLiabilityAmt04748
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt069
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0INADVERTANTLY OVER-REIMBURSED FOR A NONPROFIT EXPENSE PAID A DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JAMES KEENAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt069
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWED BY CARLOS LORENZO, BOARD PRESIDENT AND DIRECTOR. A COPY OF THE 990 WAS EMAILED TO ALL THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN A NEW EMPLOYEE, BOARD MEMBER OR VOLUNTEER COMES TO WORK FOR THE ORGANIZATION, A CONFLICT OF INTEREST POLICY IS DISCUSSED. IN THR FUTURE, AN INDIVIDUAL WILL SIGN OFF ON THE POLICY TO CONFIRM THAT HE/SHE UNDERSTANDS THE POLICY, THIS POLICY IS REVISED ANNUALLY AND ON ANY EVALUATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CARLOS LORENZO - 345 E. SUMMIT AVENUE, SAN ANTONIO, TX 78212. PETER J. COULCHINSKY - 345 E. SUMMIT AVENUE, SAN ANTONIO, TX 78212. JAMES KEENAN - 345 E. SUMMIT AVENUE, SAN ANTONIO, TX 78212. KEVIN CARRASCO - 10818 TIOGA DR, SAN ANTONIO, TX 78230. JAMES L. MURPHY - 265 E OAKVIEW, SAN ANTONIO, TX 78209.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0349147
IRS990/TotalAssetsEOYAmt01277235
IRS990/TotalAssetsGrp/BOYAmt0349147
IRS990/TotalAssetsGrp/EOYAmt01277235
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0134870
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0140500
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023038
IRS990/TotalLiabilitiesEOYAmt0908267
IRS990/TotalLiabilitiesGrp/BOYAmt023038
IRS990/TotalLiabilitiesGrp/EOYAmt0908267
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0326109
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0368968
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0140500
IRS990/TotalProgramServiceRevenueAmt048483
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt048489
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0183359
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0349147
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01277235
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02693
IRS990/TravelGrp/TotalAmt02693
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0345 E SUMMIT AVE
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078212
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.montevistasc.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES KEENAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02107323065
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEVISTA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0742618410
ReturnHeader/Filer/PhoneNum07137033153
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 E SUMMIT AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A963F251271CB101A62EBACDAD932F6739FDBBF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD74738EB90C3A93CFE3B1EBB10F7225C7D8C77E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.10.186.6
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:56:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742788437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK DiROSA III CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016797 SAN PEDRO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078232
ReturnHeader/PreparerPersonGrp/PhoneNum02104919999
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank DiRosa III
ReturnHeader/ReturnTs02020-11-13T07:33:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,277,235
Liabilities
$908,267
Net assets
$368,968
Revenue
$183,359
Expenses
$140,500
Net income
$42,859
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