E320 PROJECT (EIN 465154803) - 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

2011

Legal Domicile

Principal Officer

Stephanie Ehlers

Phone

8322053770

Tax Period

2023-09-01 to 2024-08-31

E320 PROJECT, founded in 2011, is a small nonprofit in the Education sector that reported $326K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $205K, a strong 63% operating margin.

Mission

The Momentum Academy is an academic and therapeutic learning center that partners with families to encourage students to realize their full potential identity and value. Individualized curriculum is designed specifically for each student and carried out in a low student teacher ratio. The Momentum Academy views each student holistically taking into account the academic emotional and spiritual needs of each student.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $54,060

Program Service Revenue $234,841

Investment Income $0

Other Revenue $36,882

TOTAL REVENUE $325,783

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,962

Fundraising Expenses $0

Program Expenses $87,794

Other Expenses $37,299

TOTAL EXPENSES $121,261

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,783	$385,031	-0.2%
Expenses	$121,261	$238,299	-0.5%
Net Income	$204,522	$146,732	+0.4%

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

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
Heather Seale	Chair	4.00	Officer	$0	$0	$0
Joshua Smith	Vice Chair	1.00	Officer	$0	$0	$0
Liz Webb	Treasurer	2.00	Officer	$0	$0	$0
Melissa Hodges	Secretary	2.00	Officer	$0	$0	$0
Stephanie Ehlers	CoFounder and Member at Large	4.00	Director	$0	$0	$0
Paul Mcree	Director Emeritus	1.00	Director	$0	$0	$0
Shannon Hughes	Director at Large	1.00	Director	$0	$0	$0
Angela Farella	Director at Large	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	$325,783	$121,261	$687,179	$204,522
2023	$385,031	$238,299	$713,020	$146,732
2022	$350,447	$233,351	$416,585	$117,096
2021	$314,704	$216,714	$334,784	$97,990
2020	$313,029	$233,154	$267,620	$79,875
2020	$314,704	$233,154	$267,620	$81,550

E320 PROJECT