Momentous Institute

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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

1932

Legal Domicile

Phone

2149154700

Tax Period

2023-11-01 to 2024-10-31

Momentous Institute, founded in 1932, is a mid-sized nonprofit in the Youth Development sector that reported $15.4M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

Momentous Institute is dedicated to innovative mental health services, education, and professional training to strengthen children, families, and communities. The organization partners with over 5,000 children and family members through innovative education and therapeutic services. Momentous Institute offers a range of therapeutic services, including individual, family and group therapies, and parent education. Using a strength-based approach, children and families are able to walk through trauma, conflict and other challenges. Momentous School provides pre-kindergarten, children ages 3 through fifth grade education to students , the majority of whom qualify for a free or reduced lunch. Momentous School uses a strengths-based approach to weave experiences in social emotional health with a rich curriculum. The organization also invests in research and training, including the annual Changing the Odds conference, to reach far more children than could ever be seen directly.

Program Service Accomplishments

Program 1

Expenses: $5,632,286 Revenue: $200,524

Momentous School - Momentous School provides high-quality pre-kindergarten, children ages 3 years old through fifth grade education focused on building strong emotional and academic skills for...

Momentous School - Momentous School provides high-quality pre-kindergarten, children ages 3 years old through fifth grade education focused on building strong emotional and academic skills for long-term success. Momentous School's culture of creating a positive student-centered environment based on safe relationships remained at the core of all practices throughout the school year. Teachers continued to train on understanding the impact of trauma on the brain learning how to recognize symptoms of trauma and using strategies to help children self-regulate and build persistence.

Program 2

Expenses: $5,108,434 Revenue: $61,315

Mental Health Services - Providing high-quality, trauma informed care is at the core of everything we do at Momentous Institute. Each year, our team continued to provide holistic, low barrier mental health services focused on systemic care, relationships, and strength-based interventions. We intentionally offer these services in-person or virtually, through a variety of treatment approaches including individual, family, group, or play.

Program 3

Expenses: $807,497 Revenue: $338,730

Professional Training - Momentous Institute's Professional Training programs provide tangible, proven strategies for implementing mental health informed learning to enhance a child's success through virtual, on-demand and in-person training sessions. Our team continuously strives to champion mental health informed social emotional learning by directly serving adult professionals who work to improve the academic success and overall well-being of children typically beyond our reach.

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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 $14,740,660

Program Service Revenue $600,569

Investment Income $105,407

Other Revenue $0

TOTAL REVENUE $15,446,636

Expense Breakdown

Grants Paid $246,431

Salaries & Benefits $10,520,341

Fundraising Expenses $671,835

Program Expenses $13,181,195

Other Expenses $5,764,129

TOTAL EXPENSES $16,530,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,446,636	$16,476,692	-0.1%
Expenses	$16,530,901	$15,521,370	+0.1%
Net Income	$-1,084,265	$955,322	-2.1%

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

149

Volunteers

350

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

$510,783

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARDIN RAMSEY	VICE CHAIRMAN, DIRECTOR	1.0	Officer Director	$0	$0	$0
KEVIN SELLERS	SECRETARY	1.0	Officer Director	$0	$0	$0
MARCUS E KNIGHT	CHAIRMAN	1.0	Officer Director	$0	$0	$0
MICHAEL ALCANTAR	TREASURER	1.0	Officer Director	$0	$0	$0
SCOTT A WOOD	SECRETARY (THRU OCT. 2024)	1.0	Officer Director	$0	$0	$0
ANDREW LOUDER	DIRECTOR (THRU OCT. 2024)	1.0	Director	$0	$0	$0
ANTHONY DONA	CHAIRMAN (THRU OCT. 2024), DIRECTOR	1.0	Director	$0	$0	$0
BILL VANDERSTRAATEN	DIRECTOR	1.0	Director	$0	$0	$0
BLAKE H ESTESS	DIRECTOR	1.0	Director	$0	$0	$0
BRAD SELNER	DIRECTOR	1.0	Director	$0	$0	$0
BRIAN FICKE	DIRECTOR	1.0	Director	$0	$0	$0
CONNIE O'NEILL	DIRECTOR	1.0	Director	$0	$0	$0
DAVID TABOR	DIRECTOR	1.0	Director	$0	$0	$0
GERRY STOREY	DIRECTOR (THRU OCT. 2024)	1.0	Director	$0	$0	$0
GUY KERR	DIRECTOR	1.0	Director	$0	$0	$0
JAE ELLIS	DIRECTOR	1.0	Director	$0	$0	$0
JAMES L LOZIER JR	DIRECTOR	1.0	Director	$0	$0	$0
JAMES YODER	DIRECTOR (THRU OCT. 2024)	1.0	Director	$0	$0	$0
JOE EASTIN	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH K YOUNG III	DIRECTOR (THRU OCT. 2024)	1.0	Director	$0	$0	$0
JOSEPH LORETTO	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH MERRITT	DIRECTOR	1.0	Director	$0	$0	$0
KEITH WAGGONER	DIRECTOR	1.0	Director	$0	$0	$0
KELVIN WALKER	DIRECTOR	1.0	Director	$0	$0	$0
KURT STEVES	DIRECTOR (THRU OCT. 2024)	1.0	Director	$0	$0	$0
LANCE ETCHEVERRY	DIRECTOR	1.0	Director	$0	$0	$0
LARRY HAYNES	DIRECTOR (THRU OCT. 2024)	1.0	Director	$0	$0	$0
LEONOR MARQUEZ	DIRECTOR	1.0	Director	$0	$0	$0
LINDA EVANS	DIRECTOR	1.0	Director	$0	$0	$0
MARK GEHLBACH	DIRECTOR	1.0	Director	$0	$0	$0
MIKE GOLDMAN	DIRECTOR	1.0	Director	$0	$0	$0
NELSON DEVEGA	DIRECTOR	1.0	Director	$0	$0	$0
PAYNE LANCASTER	DIRECTOR	1.0	Director	$0	$0	$0
RICHARD EMERY	DIRECTOR	1.0	Director	$0	$0	$0
ROBIN ROBINSON	DIRECTOR (THRU OCT. 2024)	1.0	Director	$0	$0	$0
ROBIN WANTLAND	DIRECTOR (THRU OCT. 2024)	1.0	Director	$0	$0	$0
RYAN MOSS	TREASURER (THRU OCT. 2024), DIRECTOR	1.0	Director	$0	$0	$0
SEAN ALLEN	DIRECTOR	1.0	Director	$0	$0	$0
VANCE GILMORE	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM B MCCLUNG	DIRECTOR (THRU OCT. 2024)	1.0	Director	$0	$0	$0
WILLIAM G MUNDINGER III	DIRECTOR (THRU OCT. 2024)	1.0	Director	$0	$0	$0
BRANDON R BOOKER	SR. DIRECTOR OF FINANCE	8.0	Officer	$0	$30,407	$201,343
JESSICA GOMEZ	EXECUTIVE DIRECTOR	40.0	Officer	$279,954	$29,486	$309,440
JIM JACKSON	DIRECTOR OF OPERATIONS	40.0	Highest	$139,370	$23,906	$163,276
KATE WHIDDEN	DIRECTOR OF LEADERSHIP & GOVERNANCE	40.0	Highest	$132,204	$42,051	$174,255
LAURA VOGEL	DIRECTOR OF MENTAL HEALTH SERVICES	40.0	Highest	$148,610	$12,545	$161,155
ROBIN DOEDEN	DIRECTOR OF DEVELOPMENT & STRATEGIC PARTNERSHIPS	40.0	Highest	$148,183	$23,193	$171,376
TINA L ROBERTSON	DIRECTOR OF CLINICAL TRAINING	40.0	Highest	$128,074	$21,218	$149,292

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	$15,446,636	$16,530,901	$12,729,822	$-1,084,265
2023	$16,476,692	$15,521,370	$13,965,339	$955,322
2022	$13,532,372	$14,476,739	$12,858,010	$-944,367
2021	$14,713,761	$13,456,842	$13,808,552	$1,256,919
2020	$11,793,188	$13,458,490	$14,833,442	$-1,665,302
2019	$14,981,151	$15,035,298	$14,138,376	$-54,147
2018	$14,586,795	$15,436,420	$14,759,859	$-849,625