Military Operations Research Society Inc (EIN 540800579) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

Jennifer Ferat

Phone

7039339070

Tax Period

2023-01-01 to 2023-12-31

Military Operations Research Society Inc, founded in 1966, is a community nonprofit in the International Affairs sector that reported $1.6M in total revenue in fiscal year 2018. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 7% surplus.

Mission

To enhance the quality and effectiveness of classified and unclassified national security operations research.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $14,140

Program Service Revenue $2,151,746

Investment Income $84,599

Other Revenue $41,514

TOTAL REVENUE $2,291,999

Expense Breakdown

Grants Paid $0

Salaries & Benefits $885,555

Fundraising Expenses $0

Program Expenses $1,285,576

Other Expenses $1,022,103

TOTAL EXPENSES $1,907,658

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,291,999	$2,021,171	+0.1%
Expenses	$1,907,658	$1,481,331	+0.3%
Net Income	$384,341	$539,840	-0.3%

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

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

$321,778

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr David Azari PhD	Director	8.00	Director	$0	$0	$0
Ms Brittlea Brown	Director	8.00	Director	$0	$0	$0
Mr John R Cobb IV	Director	8.00	Director	$0	$0	$0
Dr Steven Lagan	Director	8.00	Director	$0	$0	$0
Mr Stephen McCarty	Director	8.00	Director	$0	$0	$0
Mr John Moskowitz	Secretary of the Society	8.00	Officer Director	$0	$0	$0
Dr Jason A Southerland	Director	8.00	Director	$0	$0	$0
Alicia Sudol	Director	8.00	Director	$0	$0	$0
Mr Nick Ulmer	VP Professional Developmen	8.00	Officer Director	$0	$0	$0
Dr Mark Waltensperger	Director	8.00	Director	$0	$0	$0
Dr Les Servi	Immediate Past President	8.00	Officer Director	$0	$0	$0
Mr David Saranchak	VP Finance and Management	8.00	Officer Director	$0	$0	$0
Ms Kindra Bane	Director	8.00	Director	$0	$0	$0
Ms Sarah E Stewart	President Elect	8.00	Officer Director	$0	$0	$0
Ms Jonell Samberson	VP Meeting Operations	8.00	Officer Director	$0	$0	$0
Dr Andrew J Turner	President	8.00	Officer Director	$0	$0	$0
CDR Phil Baxa USCG	Director	8.00	Director	$0	$0	$0
Ms Stephanie Caico	Director	8.00	Director	$0	$0	$0
MAJ Jaison Desai PhD	Director	8.00	Director	$0	$0	$0
Dr Jefferson Huang	Director	8.00	Director	$0	$0	$0
Dr David Myers	Director	8.00	Director	$0	$0	$0
Dr Fred Woodaman	Director	8.00	Director	$0	$0	$0
Mr Walt DeGrange	Director	8.00	Director	$0	$0	$0
Dr Robert Dell	Director	8.00	Director	$0	$0	$0
Lt Col Amanda Gustave	Director	8.00	Director	$0	$0	$0
Mr Chris Linhardt	Director	8.00	Director	$0	$0	$0
Mr Trey Smith	Director	8.00	Director	$0	$0	$0
Jennifer A Ferat	Chief Executive Officer	40.00	Officer	$185,100	$17,969	$203,069
Christy Mason	Director, Marketing & Media Relations	8.00	Officer	$101,067	$17,642	$118,709

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	No data	No data	No data	No data
2023	$2,291,999	$1,907,658	$2,777,775	$384,341
2022	$2,021,171	$1,481,331	$2,144,359	$539,840
2021	$2,116,387	$1,339,109	$1,777,955	$777,278
2020	$1,439,859	$1,430,204	$1,078,196	$9,655
2019	$1,872,635	$1,630,241	$893,160	$242,394
2018	$1,572,214	$1,461,576	$588,656	$110,638

Military Operations Research Society Inc