Monte Vista Grove Homes

Nonprofit profile at a glance

EIN
951652915
IRS 990 coverage
2015–2024
Forms available
Form 990 2024
Location
Pasadena, CA, USA
Phone
6267966135
Rating
81
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$10,659,309
Expenses
$10,703,556
Assets
$30,553,440
Liabilities
$5,938,302

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

26 people listed

Executive titles in this filing

  • MYRON OATES (PRESIDENT)
  • DR PATRICIA MARTINEZ-MILLER (VICE PRESIDENT)
  • DEBORAH HERBERT (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • DEBORAH HERBERT (CHIEF EXECUTIVE OFFICER): $215,818 total reported compensation
  • KIM HOUSER (CHIEF FINANCIAL OFFICER): $190,197 total reported compensation
  • EDEN CONORA (CARE COORDINATOR): $171,115 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Monte vista grove homes (mvgh) is a holistic and vibrant senior community filled with creativity, love and compassion. The historic mission has been to be a christ-centered community that meets the needs of qualified retired church workers of the presbyterian (cont.) church (USA). Consistent with changing vocational patterns, mvgh now welcomes residents from five denominations with which the presbyterian church (USA) is in full communion. In addition to independent living for these qualified church workers, mvgh offers further levels of care, regardless of religious affiliation. Mvgh's assisted living, memory care, and skilled nursing are open to the wider community.

What it reported doing in 2024

Provide unlicensed independent housing in 84 apartments on campus. Provide dietary assistance, and other program services.

Operating model

Revenue model
Other-operating. 80% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 79
  • Accountability: 93
  • Sustainability: 47
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88%; rating input score 88
  • Program expense ratio: 84.5%; rating input score 85
  • Fundraising efficiency: $3.89 raised per $1 spent on fundraising; rating input score 15; 15th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 95.7%; rating input score 96; 29th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -0.4%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 2.85; rating input score 73; 73rd percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 59; 59th percentile among comparable filings
  • Officer compensation ratio: 6.5%; rating input score 39; 39th percentile among comparable filings

Growth

  • Program expense growth: 3.4% per year; rating input score 100; 29th percentile among comparable filings
  • Revenue growth: 1.8% per year; rating input score 100; 16th percentile among comparable filings
  • Asset growth: 3.4% per year; rating input score 100; 25th percentile among comparable filings

Details

  • Where the money goes: 88% of revenue deployed · 84.5% of spending went to programs
  • Governance: 22 of 23 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $9M in reported program spending
  • Leadership: top reported pay $216K · 26 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $2.2M reported
  • Consistency: 35 of 35 current checks pass
  • Schedules: 8 filed schedules · includes major donors and executive pay
  • Filing history: 9 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 15/100.
  • High — Sustainability: Operating margin scored 29/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 39/100.
  • Review — Sustainability: Liabilities to assets ratio scored 59/100.