IN THE MOMENT (EIN 815460683) - 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

2017

Legal Domicile

Principal Officer

Karen Stobbe-Carter

Phone

8282420176

Tax Period

2019-01-01 to 2019-12-31

IN THE MOMENT, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $559K in total revenue in fiscal year 2019. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 27% operating margin.

Mission

In the Moment will improve the quality of life for all dementia warriors. The purpose of In the Moment is to serve those who are loving, working and living in the world of dementia.

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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 (2019)

Revenue Breakdown

Contributions & Grants $15,000

Program Service Revenue $544,102

Investment Income $0

Other Revenue $0

TOTAL REVENUE $559,102

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,681

Fundraising Expenses $150

Program Expenses $360,392

Other Expenses $289,991

TOTAL EXPENSES $407,672

Year-over-Year Comparison

	2019	2018	Change
Revenue	$559,102	$308,347	+0.8%
Expenses	$407,672	$194,739	+1.1%
Net Income	$151,430	$113,608	+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

$109,318

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Megan Hannan	President of Board	0.50	Officer Director	$0	$0	$0
Ed McMahon PH D	Board Treasurer	0.50	Officer Director	$0	$0	$0
Jeanne Heid-Grubman	Board Secretary	0.50	Officer Director	$0	$0	$0
Karen Stobbe	Chief Purpose Officer	60.00	Officer	$109,318	$0	$109,318

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
2019	$559,102	$407,672	$266,208	$151,430
2018	$308,347	$194,739	$117,770	$113,608

IN THE MOMENT