MOMENTUM STRATEGY AND RESEARCH INC

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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

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

MSR'S MISSION IS TO BRING TO LIGHT THE BEST AVAILABLE DATA AND INFOR- -MATION TO IMPACT K-12 PUBLIC EDUCATION POLICY AND PRACTICE

Program Service Accomplishments

Program 1

Expenses: $499,029 Revenue: $670,867

MAINTAINING THE MOST UP-TO-DATE DATABASES OF SCHOOL INFORMATION AND OUTCOME DATA RELEVANT TO OUR PARTNER SCHOOLS AND ORGANIZATIONS. MAINTAINING AN UP-TO-DATE POLICY DATABASES ON STATEWIDE...

MAINTAINING THE MOST UP-TO-DATE DATABASES OF SCHOOL INFORMATION AND OUTCOME DATA RELEVANT TO OUR PARTNER SCHOOLS AND ORGANIZATIONS. MAINTAINING AN UP-TO-DATE POLICY DATABASES ON STATEWIDE ACCOUNTABILITY SYSTEMS AND STRUCTURES. COLLABORATING WITH ASSESSMENET VENDORS AND AREA EXPERTS TO CONDUCT RESEARCH AND ANALYSIS INFORMING POLICY MAKERS IN GAPS, TRENDS, AND NEEDED ADJUSTMENT. WORKING WITH SCHOOLS TO UNDERSTAND THEIR NEEDS AND PRIORITIES AND HELP US SET OUR ANNUAL RESEARCH AGENDA.

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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 $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

Governance

Voting Members

Independent Members

N/A

Employees

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

Key Employees

$223,750

Highest Compensated

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