MOMENTUM WORK INC (EIN 952598337) - 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

1968

Legal Domicile

Principal Officer

JUDY LINARES

Phone

8055669000

Tax Period

2022-07-01 to 2023-06-30

MOMENTUM WORK INC, founded in 1968, is a mid-sized nonprofit in the Employment sector that reported $12.7M in total revenue in fiscal year 2022. Expenses of $12.3M left a modest 3% surplus.

Mission

TO PROVIDE SERVICES TO RESIDENTS OF THE TRI-COUNTIES WITH MENTAL AND/OR PHYSICAL DISABILITIES, SO THAT THEY MAY WORK AND LIVE INDEPENDENTLY AS CONTRIBUTING CITIZENS WITHIN THE COMMUNITY OF THEIR CHOICE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $120,162

Program Service Revenue $12,547,749

Investment Income $436

Other Revenue $2,406

TOTAL REVENUE $12,670,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,937,067

Fundraising Expenses $0

Program Expenses $11,167,979

Other Expenses $2,331,052

TOTAL EXPENSES $12,268,119

Year-over-Year Comparison

	2022	2021	Change
Revenue	$12,670,753	$12,552,681	+0.0%
Expenses	$12,268,119	$11,759,318	+0.0%
Net Income	$402,634	$793,363	-0.5%

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

373

Volunteers

N/A

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

$1,007,716

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFERY COWEN	CO-CHAIR	0.30	Officer Director	$0	$0	$0
GARY CLANCY	DIRECTOR	0.30	Director	$0	$0	$0
NED EMERSON	DIRECTOR	0.30	Director	$0	$0	$0
DAVID FAINER JR ESQ	DIRECTOR	0.30	Director	$0	$0	$0
JOE SALCEDO	DIRECTOR	0.30	Director	$0	$0	$0
CINDY STEFFEN	SECRETARY	0.30	Officer Director	$0	$0	$0
REBECCA KOCH	TREASURER	0.30	Officer Director	$0	$0	$0
TADD MCKENZIE	CO-CHAIR	0.30	Officer Director	$0	$0	$0
CODY HOWEN	DIRECTOR	0.30	Director	$0	$0	$0
KYLE COLTON	DIRECTOR	0.30	Director	$0	$0	$0
MAHNAZ PARHAMI	DIRECTOR OF ACCOUNTING	40.00	Officer	$136,072	$2,600	$138,672
JUDY LINARES	EXECUTIVE DIRECTOR	40.00	Officer	$153,609	$2,990	$156,599
LORI ANDERSON	PRESIDENT & CEO	10.00	Officer	$0	$61,000	$712,445

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$12,670,753	$12,268,119	$6,565,476	$402,634
2022	$12,552,681	$11,759,318	$5,920,710	$793,363
2021	$10,203,264	$9,635,292	$6,654,476	$567,972
2019	$9,390,554	$9,674,009	$4,526,579	$-283,455
2018	$9,380,643	$8,899,621	$4,797,748	$481,022

MOMENTUM WORK INC