MOMENTUM TUTORING (EIN 320201086) - 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

2007

Legal Domicile

Principal Officer

THERESA BOZHOR

Phone

6192589296

Tax Period

2023-09-01 to 2024-08-31

MOMENTUM TUTORING, founded in 2007, is a small nonprofit in the Education sector that reported $179K in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $361K exceeded revenue, resulting in a 101% operating deficit.

Mission

MOMENTUM TUTORING IS DEVOTED TO ELEVATING THE COMMUNITY BY PROVIDING CUSTOMIZED TUTORING, MENTORING, AND ENRICHMENT TO STUDENTS IN GRADES K-12.

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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 (2023)

Revenue Breakdown

Contributions & Grants $27,325

Program Service Revenue $147,545

Investment Income $4,604

Other Revenue $0

TOTAL REVENUE $179,474

Expense Breakdown

Grants Paid $7,961

Salaries & Benefits $273,845

Fundraising Expenses $7,143

Program Expenses $282,509

Other Expenses $78,919

TOTAL EXPENSES $360,725

Year-over-Year Comparison

	2023	2022	Change
Revenue	$179,474	$457,076	-0.6%
Expenses	$360,725	$456,702	-0.2%
Net Income	$-181,251	$374	-485.6%

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

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

$117,567

Total Directors

$117,567

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THERESA BOZHOR	EXECUTIVE DIRECTOR	40.00	Officer Director Highest	$0	$0	$117,567
DONNA BLOOMER	SECRETARY	1.00	Officer	$0	$0	$0
CYNDY CARLTON	TREASURER	1.50	Officer	$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
2024	$179,474	$360,725	$40,978	$-181,251
2023	$457,076	$456,702	$222,229	$374
2022	$435,827	$290,560	$221,855	$145,267
2021	$249,457	$210,723	$114,978	$38,734
2020	$199,112	$215,761	$140,151	$-16,649
2019	$235,426	$215,311	$27,051	$20,115

MOMENTUM TUTORING