MONTE VISTA GROVE HOMES Charity Report

Public IRS 990 nonprofit record

MONTE VISTA GROVE HOMES

EIN 95-1652915 · Nursing (E90)

What they do

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. MVGHS ASSISTED LIVING, MEMORY CARE, and SKILLED NURSING ARE OPEN to THE WIDER COMMUNITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $84.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

84.87%of revenue went to mission work84.5% of expenses · Program services

2.83%of revenue went to fundraising2.8% of expenses

$100.42spent for every $100 of revenueSpending was higher than revenue this year.

12.72%of revenue went to management and office costs12.7% of expenses

$2.85in assets for every $1 spent this yearSome assets cannot be spent right away.

11.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $44,247 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $215,818 for DEBORAH HERBERT (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$10,659,309

Mission workProgram services$9,046,31884.87% of revenue84.5% of expenses

ManagementOffice and general costs$1,355,45412.72% of revenue12.7% of expenses

FundraisingAsking for donations$301,7842.83% of revenue2.8% of expenses

Total expenses$10,703,556100.42% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 84.5% mission · 12.7% management · 2.8% fundraisingTotal expenses: 100.42% of revenue

2023Expense mix: 83.0% mission · 15.1% management · 1.9% fundraisingTotal expenses: 88.31% of revenue

2022Expense mix: 84.5% mission · 14.0% management · 1.6% fundraisingTotal expenses: 107.83% of revenue

2021Expense mix: 86.0% mission · 12.4% management · 1.6% fundraisingTotal expenses: 81.10% of revenue

2020Expense mix: 88.1% mission · 10.5% management · 1.4% fundraisingTotal expenses: 115.35% of revenue

2019Expense mix: 86.6% mission · 11.9% management · 1.5% fundraisingTotal expenses: 103.08% of revenue

2018Expense mix: 86.3% mission · 11.9% management · 1.8% fundraisingTotal expenses: 104.57% of revenue

2017Expense mix: 83.4% mission · 13.5% management · 3.1% fundraisingTotal expenses: 82.24% of revenue

Money in and money out

Revenue$10,659,309

Expenses$10,703,556

Annual shortfall $44,247 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$9,046,318 · 84.5% of expenses

Management and office costs$1,355,454 · 12.7% of expenses

Fundraising$301,784 · 2.8% of expenses

See all reported dollar amounts

Revenue$10,659,309

Expenses$10,703,556

Assets$30,553,440

Income$15,600,813

Contributions$1,173,529

Mission work (program services)$9,046,318

Fundraising$301,784

Management and general$1,355,454

Executive compensation (total)$408,808

Stocks and bonds$11,171,670

Accounting fees$98,309

Investing fees$57,203

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DEBORAH HERBERTCHIEF EXECUTIVE OFFICER · 40 hrs/week $215,818Base $193,243 · Other $22,575

KIM HOUSERCHIEF FINANCIAL OFFICER · 40 hrs/week $190,197Base $179,936 · Other $10,261

EDEN CONORACARE COORDINATOR · 40 hrs/week $171,115Base $148,968 · Other $22,147

ROBIN HARVILLDIRECTOR OF PHILANTHROPY · 40 hrs/week $117,914Base $110,892 · Other $7,022

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (26)

DEBORAH HERBERTCHIEF EXECUTIVE OFFICER

KIM HOUSERCHIEF FINANCIAL OFFICER

EDEN CONORACARE COORDINATOR

ROBIN HARVILLDIRECTOR OF PHILANTHROPY

MARK BURNSTRUSTEE

AL BOEGHTRUSTEE

REV MARK HONGTRUSTEE

REV JASON GAMBLETRUSTEE

REV DR TERRY MCGONIGALTRUSTEE

REV DR NORMAN THOMASTRUSTEE

REV DR MARILYN MANNINGTRUSTEE

REV DAVID WONTRUSTEE

PAT REDDYTRUSTEE

MYRON OATESPRESIDENT

MICHAEL ROMOTRUSTEE

DENISE JACKSONTRUSTEE

LLOYD WONGTRUSTEE

BETTY GLICKTRUSTEE

KAREN WALTERSECRETARY

JIM CRONKASSISTANT TREASURER

JANET WELLSTRUSTEE

HELEN DARSIETRUSTEE

GERALD HERTERTREASURER

CHRIS DURYEETRUSTEE

DR PATRICIA MARTINEZ-MILLERVICE PRESIDENT

DR DEBORAH OWENSTRUSTEE

About this charity

Recognized since: January 1935
Location: 2889 SAN PASQUAL STREET, PASADENA, CA 91107
County: Los Angeles
In care of: DEBORAH A HERBERT
Primary officer: DEBORAH A HERBERT, CEO

How to reach them

WebsiteVisit the charity’s website Phone(626) 796-6135

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: EIDE BAILLY LLP
NTEE classification: Nursing (E90)
IRS tax category: Nursing