MOMENTUM ADVISORY COLLECTIVE

WEST CHESTER, OH, 45069-2907 (214) 303-1234 Est. 2019 EIN 84-2723840
I40 - Rehabilitation Services for Offenders 990 - Public charity return 501(c)(3)
momentumadvisory.co

Mission

WE BUILD PROGRAMS THAT EXPAND OPPORTUNITY AND ENABLE SYSTEM-INVOLVED YOUTH TO REACH THEIR FULL POTENTIAL WITH THE HOLISTIC SUPPORT OF THEIR SUPPORT.

Giving Portfolio

Total Grants
3
Total Giving
$1.2M
Recipients
3
Years Active
2023 - 2024
Avg grant: $352,303 Median: $352,303

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20241$250K $250K10
20232$909K $455K20

Sectors Funded

Crime & Legal-Related
3

Top States

Georgia
1
Pennsylvania
1
Colorado
1

Grantee Size Profile

$1M - $5M
3

Top Grantees

Grants Awarded · 3 grants

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Financials

Total Revenue
$3,583,276
Total Expenses
$3,310,491
Net Assets
$2,890,961
8 employees 3 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
10.5 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 20.6%
Expenses ↑ 9.0%
Revenue Sources
Contributions 99.0% Investment 0.7%
Expense Breakdown
Program 74.6% Management 14.7% Fundraising 10.7%

Officers & Trustees (10)

Individual compensation is available on Grow plans.

Filing History (5 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$3,583,276 ↓$3,310,491$2,890,961
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$4,511,262 ↑$3,038,272$3,129,179
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$2,748,641 ↑$1,945,232$1,656,189
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$1,263,370 ↑$694,533$568,836
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$1,194,016 $625,992$568,024

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EIN: 84-2723840 · Source: IRS Form 990 e-file data