Momentous Institute (EIN 751855620) - 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

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

To provide program services to support the educational and mental health services for children and their families.

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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

Momentous Institute