MOMENTUM STRATEGY AND RESEARCH INC

EIN: 455599381 501(c)(3) Education

Denver, CO

Total Revenue
$675,441
Total Expenses
$657,900
Total Assets
$18,259
Net Assets
$-74,734
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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

Legal Domicile
CO
Principal Officer
JAMES GRIFFIN
Phone
3035075356
Tax Period
2023-07-01 to 2024-06-30

MOMENTUM STRATEGY AND RESEARCH INC is a small nonprofit in the Education sector that reported $675K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

MSRS MISSION IS TO BRING TO LIGHT THE BEST AVAILABLE DATA AND INFOR MATION TO IMPACT K12 PUBLIC EDUCATION POLICY AND PRACTICE

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $670,867
Investment Income $0
Other Revenue $4,574
TOTAL REVENUE $675,441

Expense Breakdown

Grants Paid $0
Salaries & Benefits $506,829
Fundraising Expenses $0
Program Expenses $499,029
Other Expenses $151,071
TOTAL EXPENSES $657,900

Year-over-Year Comparison

2023 2022 Change
Revenue $675,441 $524,086 +0.3%
Expenses $657,900 $528,154 +0.2%
Net Income $17,541 $-4,068 -5.3%
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

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Governance

Voting Members
2
Independent Members
N/A
Employees
6
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
0
$0
Total Directors
0
$0
Key Employees
2
$223,750
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES GRIFFIN PRES AND CEO 40.00
Key Emp
$111,875 $0 $111,875
JODY ERNST VICE PRESIDENT 40.00
Key Emp
$111,875 $0 $111,875
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
2025 No data No data No data No data
2024 $675,441 $657,900 $18,259 $17,541
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