MOMENTA (EIN 363265878) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

SARAH NAJERA

Phone

7088482329

Tax Period

2024-01-01 to 2024-12-31

MOMENTA, founded in 1983, is a small nonprofit that reported $207K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $197K left a modest 5% surplus.

Mission

TO PRODUCE AND PRESENT DANCE CONCERTS AND WORKSHOPS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $132,591

Program Service Revenue $67,554

Investment Income $2,815

Other Revenue $4,458

TOTAL REVENUE $207,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,785

Fundraising Expenses $7,243

Program Expenses $173,355

Other Expenses $133,685

TOTAL EXPENSES $197,470

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,418	$162,440	+0.3%
Expenses	$197,470	$184,966	+0.1%
Net Income	$9,948	$-22,526	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

$51,685

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT WILLLIAMS	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAQUELINE BASS	DIRECTOR	1.00	Director	$0	$0	$0
CATHY KESTLER	DIRECTOR	1.00	Director	$0	$0	$0
MARY KELLY	DIRECTOR	1.00	Director	$0	$0	$0
LADONNA FREIDHEIM	TREASURER	2.00	Officer Director	$0	$0	$0
MEGAN LEWIS	VICE PRESIDENT/SECRETARY	2.00	Officer Director	$0	$0	$0
LESLIE SCHAFER DE OCHOA	DIRECTOR	1.00	Director	$0	$0	$0
SARAH NAJERA	EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$51,685
SANDRA KAUFMANN	DIRECTOR	1.00	Director	$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	$207,418	$197,470	$103,800	$9,948
2023	$162,440	$184,966	$95,352	$-22,526
2022	$202,799	$173,760	$116,378	$29,039
2021	$119,092	$168,141	$87,339	$-49,049
2020	$159,044	$129,107	$136,388	$29,937
2019	$203,824	$191,014	$106,451	$12,810

MOMENTA