Momentum-Excellence Inc (EIN 464509725) - 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

2014

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Momentum-Excellence Inc, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $773K in total revenue in fiscal year 2023.

Mission

Momentum Excellence engages children in dance, music and performance to develop lifelong habits of self-discipline, teamwork and excellence.

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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 $576,050

Program Service Revenue $159,065

Investment Income $18,805

Other Revenue $18,619

TOTAL REVENUE $772,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $592,425

Fundraising Expenses $76,598

Program Expenses $612,498

Other Expenses $239,733

TOTAL EXPENSES $832,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$772,539	$751,205	+0.0%
Expenses	$832,158	$687,812	+0.2%
Net Income	$-59,619	$63,393	-1.9%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Monica Kridler	Former Director	40.00		$54,500	$0	$54,500
Mark Real	Board Member	1.00	Director	$0	$0	$0
Pedro Mena	Board Member	1.00	Director	$0	$0	$0
Rochelle Wilkerson	Board Member	1.00	Director	$0	$0	$0
Alexis Apariccio	Board Member	1.00	Director	$0	$0	$0
Lara Hoffmans	Board Member	1.00	Director	$0	$0	$0
Zach Evans	Board Member	1.00	Director	$0	$0	$0
Diana Perez-Padin	Board Member	1.00	Director	$0	$0	$0
Autumn Glover	Board Member	1.00	Director	$0	$0	$0
Kent Johnson	Board Member	1.00	Director	$0	$0	$0
Hartley Suter	Board Chair	1.00	Officer Director	$0	$0	$0
Kathryn Stephens	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
2025	No data	No data	No data	No data
2024	$772,539	$832,158	$1,233,587	$-59,619
2023	$751,205	$687,812	$1,254,803	$63,393
2022	$843,957	$702,806	$1,125,594	$141,151
2021	$1,017,013	$499,986	$1,224,877	$517,027
2020	$850,762	$650,408	$709,862	$200,354
2019	$765,961	$680,917	$405,510	$85,044

Momentum-Excellence Inc