Momentum Education (EIN 844102530) - 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

2019

Legal Domicile

Principal Officer

Raj Salhotra

Phone

3466385153

Tax Period

2024-07-01 to 2025-06-30

Momentum Education, founded in 2019, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $791K, a strong 67% operating margin.

Mission

Momentum Education helps low-income first-generation students access and complete college.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,062,300

Program Service Revenue $0

Investment Income $120,644

Other Revenue $0

TOTAL REVENUE $1,182,944

Expense Breakdown

Grants Paid $129,984

Salaries & Benefits $210,249

Fundraising Expenses $35,390

Program Expenses $309,978

Other Expenses $52,077

TOTAL EXPENSES $392,310

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,182,944	$535,160	+1.2%
Expenses	$392,310	$307,899	+0.3%
Net Income	$790,634	$227,261	+2.5%

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

250

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

$70,669

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Somir Paul	President	2.00	Officer Director	$0	$0	$0
Al Wagner	Treasurer	2.00	Officer Director	$0	$0	$0
Kirby Swartz	Secretary	2.00	Officer Director	$0	$0	$0
Kelly Koster	Board member	2.00	Director	$0	$0	$0
Chris Weekley	Board Member	2.00	Director	$0	$0	$0
Raj Salhotra	Executive Director	60.00	Officer	$67,500	$3,169	$70,669

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
2025	$1,182,944	$392,310	$1,962,504	$790,634
2024	$535,160	$307,899	$1,158,832	$227,261
2023	$651,142	$328,024	$734,132	$323,118
2022	$434,581	$245,767	$409,555	$188,814
2021	$324,917	$182,572	$218,845	$142,345

Momentum Education