MOMENTUM WEST INC (EIN 391710565) - 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

1989

Legal Domicile

Principal Officer

STEVE JAHN

Phone

7158744673

Tax Period

2024-01-01 to 2024-12-31

MOMENTUM WEST INC, founded in 1989, is a small nonprofit that reported $194K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $231K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO ENHANCE THE ECONOMY OF THE CHIPPEWA VALLEY BY COORDINATING EFFORTS AMONG COMMUNITIES, PUBLIC INSTITUTIONS, COUNTIES, AND CIVIC ORGANIZATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $189,245

Program Service Revenue $0

Investment Income $47

Other Revenue $4,393

TOTAL REVENUE $193,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $230,571

TOTAL EXPENSES $230,571

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,685	$238,934	-0.2%
Expenses	$230,571	$240,159	0.0%
Net Income	$-36,886	$-1,225	+29.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE FRANK	CHAIR	1.00	Officer Director	$0	$0	$0
TIMM SANDSTROM	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
KELLY INGLI	EXECUTIVE COMMITTEE MEMBER	1.00	Officer Director	$0	$0	$0
NICK VIVIAN	EXECUTIVE COMMITTEE MEMBER	1.00	Officer Director	$0	$0	$0
ROB KREIBICH	PAST CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BENRUD	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE BREWE	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ELWOOD	DIRECTOR	1.00	Director	$0	$0	$0
RAY FRENCH	DIRECTOR	1.00	Director	$0	$0	$0
BUN HANSON	DIRECTOR	1.00	Director	$0	$0	$0
SETH HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
JON MENZ	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA NYBERG	DIRECTOR	1.00	Director	$0	$0	$0
DONNA WALKER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WILL	DIRECTOR	1.00	Director	$0	$0	$0
STEVE JAHN	EXECUTIVE DIRECTOR	40.00	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	$193,685	$230,571	$56,283	$-36,886
2023	$238,934	$240,159	$93,169	$-1,225
2022	$251,153	$180,953	$94,393	$70,200
2021	$173,915	$177,434	$24,193	$-3,519
2020	$188,553	$188,488	$27,702	$65
2019	$192,689	$193,861	$35,818	$-1,172
2018	$234,888	$224,752	$48,880	$10,136

MOMENTUM WEST INC