MOMENTUM ADVISORY COLLECTIVE Charity Report

Public IRS 990 nonprofit record

MOMENTUM ADVISORY COLLECTIVE

EIN 84-2723840 · Rehabilitation Services for Offenders (I40)

What they do

PROVIDING ADVOCACY, PROGRAMMATIC TRAINING, and SUPPORT for AT-RISK YOUTH to ACHIEVE THEIR GREATEST POTENTIAL, BUILDING UPON THE TRIED and TRUE METHODS of CAFE MOMENTUM. IN FURTHERANCE of SUCH PURPOSES and MISSION, THE CORPORATION SHALL HAVE FULL POWER and AUTHORITY:A. to RECEIVE and ACCEPT PROPERTY, WHETHER REAL, PERSONAL or MIXED, BY WAY of GIFT, BEQUEST, or DEVISE, FROM ANY PERSON, FIRM, TRUST or CORPORATION, to BE HELD, ADMINISTERED, and DISPOSED of IN ACCORDANCE WITH and PURSUANT to THE GOVERNING INSTRUMENTS of THE ORGANIZATION, AS THE SAME SHALL BE AMENDED FROM TIME to TIME; ANDB. to PERFORM ALL OTHER ACTS NECESSARY or INCIDENTAL to THE ABOVE and to DO WHATEVER is DEEMED NECESSARY, USEFUL, ADVISABLE, or CONDUCIVE, DIRECTLY or INDIRECTLY, AS DETERMINED BY THE BOARD, to CARRY OUT ANY of THE PURPOSES of THE ORGANIZATION, AS SET FORTH IN THE ARTICLES of INCORPORATION, INCLUDING THE EXERCISE of ALL OTHER POWER.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $74.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders10 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

68.92%of revenue went to mission work74.6% of expenses · Program services

9.85%of revenue went to fundraising10.7% of expenses

$92.39spent for every $100 of revenueRevenue covered expenses this year.

13.61%of revenue went to management and office costs14.7% of expenses

$1.40in assets for every $1 spent this yearSome assets cannot be spent right away.

99.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $230,211 for OLIVIA COLE (CHIEF DEVELOPMENT OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,583,276

Mission workProgram services$2,469,60668.92% of revenue74.6% of expenses

ManagementOffice and general costs$487,85013.61% of revenue14.7% of expenses

FundraisingAsking for donations$353,0359.85% of revenue10.7% of expenses

Revenue left after expensesReported annual surplus$272,7857.61% of revenueShown in gray on the chart

Total expenses$3,310,49192.39% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 74.6% mission · 14.7% management · 10.7% fundraisingTotal expenses: 92.39% of revenue

2023Expense mix: 78.9% mission · 10.5% management · 10.6% fundraisingTotal expenses: 67.35% of revenue

2022Expense mix: 79.3% mission · 12.8% management · 8.0% fundraisingTotal expenses: 70.77% of revenue

2021Expense mix: 77.6% mission · 13.3% management · 9.1% fundraisingTotal expenses: 83.18% of revenue

2020Expense mix: 56.7% mission · 33.7% management · 9.6% fundraisingTotal expenses: 54.97% of revenue

Money in and money out

Revenue$3,583,276

Expenses$3,310,491

Annual surplus $272,785 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,469,606 · 74.6% of expenses

Management and office costs$487,850 · 14.7% of expenses

Fundraising$353,035 · 10.7% of expenses

See all reported dollar amounts

Revenue$3,583,276

Expenses$3,310,491

Assets$4,642,484

Income$3,583,276

Contributions$3,545,765

Mission work (program services)$2,469,606

Fundraising$353,035

Grants given$1,159,211

Average grant$386,404

Management and general$487,850

Executive compensation (total)$392,263

Accounting fees$20,507

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

OLIVIA COLECHIEF DEVELOPMENT OFFICER · 40 hrs/week $230,211

JESSICA METCALFVP OF DEVELOPMENT · 40 hrs/week $187,487Base $180,120 · Other $7,367

STEPHANIE FRANCESVP OF PROGRAMS AND TRAINING · 40 hrs/week $156,229Base $150,811 · Other $5,418

MICHAEL CHAD HOUSERCEO · 20 hrs/week $122,241Base $115,065 · Other $7,176

SARAH VAZQUEZDIRECTOR OF MARKETING · 40 hrs/week $121,993Base $114,626 · Other $7,367

JOHN MERCERDIRECTOR OF CULINARY TRAINING · 40 hrs/week $110,216Base $102,849 · Other $7,367

THEDA BABCOCKCHIEF FINANCIAL OFFICER · 20 hrs/week $83,238Base $78,343 · Other $4,895

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (10)

OLIVIA COLECHIEF DEVELOPMENT OFFICER

JESSICA METCALFVP OF DEVELOPMENT

STEPHANIE FRANCESVP OF PROGRAMS AND TRAINING

MICHAEL CHAD HOUSERCEO

SARAH VAZQUEZDIRECTOR OF MARKETING

JOHN MERCERDIRECTOR OF CULINARY TRAINING

THEDA BABCOCKCHIEF FINANCIAL OFFICER

CHARISSE SMITHBOARD MEMBER

GARETH HALLBOARD MEMBER

NELSON WILLIAMSBOARD CHAIR

About this charity

Recognized since: January 2020
Location: 9230 PORT UNION RIALTO RD, WEST CHESTER, OH 45069-2907
County: Dallas
In care of: % CHAD HOUSER
Primary officer: MICHAEL C HOUSER, CEO

How to reach them

WebsiteVisit the charity’s website Phone(214) 303-1234

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: SST ACCOUNTANTS & CONSULTANTS PLLC
NTEE classification: Rehabilitation Services for Offenders (I40)
IRS tax category: Rehabilitation Services for Offenders
Grant-giving organization: Yes