MOMENTUM-EXCELLENCE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MOMENTUM-EXCELLENCE INC (EIN 46-4509725)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-23
- IRS object ID
- 202540239349300514
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-23T10:00:46-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010548473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Parms and Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S 5th St Ste 220 | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464509725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Momentum-Excellence Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOME | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 538 East Town Street STE c | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathryn Stephens | PersonNm |
| Person Title | Executive Direc | PersonTitleTxt |
| Phone | 6148086683 | PhoneNum |
| Signature | 2025-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph T Roche EA | PreparerPersonNm |
| PTIN | P00238159 | PTIN |
| Phone | 6142243078 | PhoneNum |
| Preparation | 2025-01-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $772,539 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.momentum-excellence.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | Momentum Excellence engages children in dance, music and performance to develop lifelong habits of self-discipline, teamwork and excellence. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $603,142 | PYContributionsGrantsAmt |
| CY Contributions Grants | $576,050 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $122,215 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $159,065 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,576 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,805 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,272 | PYOtherRevenueAmt |
| CY Other Revenue | $18,619 | CYOtherRevenueAmt |
| PY Total Revenue | $751,205 | PYTotalRevenueAmt |
| CY Total Revenue | $772,539 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $495,394 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $592,425 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $76,598 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $192,418 | PYOtherExpensesAmt |
| CY Other Expenses | $239,733 | CYOtherExpensesAmt |
| PY Total Expenses | $687,812 | PYTotalExpensesAmt |
| CY Total Expenses | $832,158 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $63,393 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$59,619 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,254,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,233,587 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,397 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,196,183 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,186,190 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Momentum Excellence engages children in dance, music and performance to develop lifelong habits of self-discipline, teamwork and excellence. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $416,422 | ExpenseAmt |
| Revenue | $57,240 | RevenueAmt |
| Desc | Year-Long Program - Momentum teaching artists and keyboard accompanists lead 4th grade boys and girls in a weekly 45-minute dance class during their school day in order to develop life skills that lead to personal and academic success. The program serves elementary schools in the Columbus City and Hilliard School Districts. The program culminates in a spring performance at the Davidson Theatre in downtown Columbus. This program reaches more than 850 Central Ohio children. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $78,651 | ExpenseAmt |
| Revenue | $52,125 | RevenueAmt |
| Desc | Early Learners - This program is an adaptation of Momentums dance methodology for preschool-aged children. Conducting weekly classes over an 8-week period, instructors use creative movement in order to impact social-emotional learning, cognition, and the development of skills essential for school readiness. The classes correspond to many of the Ohio Department of Education Early Learning and Development Standards. The final class consists of a showcase presented to family, friends and community members. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $68,453 | ExpenseAmt |
| Revenue | $5,325 | RevenueAmt |
| Desc | Advanced Teams:Team excel (Team XL) - Dancers who demonstrate excellence and discipline in the YearLong Program are invited to participate in Team XL. Members of this group attend dance classes during out of school hours in the winter and spring to learn advanced choreography and rehearse additional dances that are performed in the year-end show.Team extraordinary (Team XO) - After completing the Year-Long Program, Team XL dancers are invited to participate as members of Team XO. This group attends dance classes, performs additional dances in the year-end show and comprises Momentums Community Performance Troupe. As such, they have special opportunities to perform in the community with arts and civic organizations and at community events. XO dancers may continue with Momentum through the eighth grade. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $48,972 | ExpenseAmt |
| Revenue | $44,375 | RevenueAmt |
| Desc | Residencies - In an effort to meet demand, Momentum conducts eight-to-twelve-week residencies in elementary schools for children from first to fifth grade. The residency program includes a compressed version of the year-long program, culminating in an in-school performance for fellow classmates, family, friends and community members to enjoy. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $48,972 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $44,375 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $612,498 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathryn Stephens | PersonNm |
| Phone | 6148086683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 538 East Town Street | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| Monica Kridler | ||||||||
| Former Director | 40.00 | 0.00 | Yes (X) | $54,500 | $0 | $0 | ||
| Mark Real | ||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Pedro Mena | ||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Rochelle Wilkerson | ||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Alexis Apariccio | ||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Lara Hoffmans | ||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Zach Evans | ||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Diana Perez-Padin | ||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Autumn Glover | ||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Kent Johnson | ||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Hartley Suter | ||||||||
| Board Chair | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| Kathryn Stephens | ||||||||
| Executive Director | 40.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $54,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $103,086 | GovernmentGrantsAmt |
| All Other Contributions | $472,964 | AllOtherContributionsAmt |
| Noncash Contributions | $6,712 | NoncashContributionsAmt |
| Total Contributions | $576,050 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Fees | Desc |
| Business | 711120 | BusinessCd |
| Total Revenue Column | $159,065 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $159,065 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $159,065 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,442 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,442 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,363 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,363 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,363 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,363 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $18,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,619 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,619 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $772,539 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $196,489 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,267 | TotalAmt |
| Program Services | $70,587 | ProgramServicesAmt |
| Management And General | $9,233 | ManagementAndGeneralAmt |
| Fundraising | $5,447 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,596 | TotalAmt |
| Program Services | $381,298 | ProgramServicesAmt |
| Management And General | $49,877 | ManagementAndGeneralAmt |
| Fundraising | $29,421 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,562 | TotalAmt |
| Program Services | $38,851 | ProgramServicesAmt |
| Management And General | $3,922 | ManagementAndGeneralAmt |
| Fundraising | $3,789 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,033 | TotalAmt |
| Program Services | $32,046 | ProgramServicesAmt |
| Management And General | $51,644 | ManagementAndGeneralAmt |
| Fundraising | $20,343 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,300 | TotalAmt |
| Program Services | $1,080 | ProgramServicesAmt |
| Management And General | $2,559 | ManagementAndGeneralAmt |
| Fundraising | $1,661 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,054 | TotalAmt |
| Program Services | $29 | ProgramServicesAmt |
| Management And General | $659 | ManagementAndGeneralAmt |
| Fundraising | $5,366 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,771 | TotalAmt |
| Program Services | $1,583 | ProgramServicesAmt |
| Management And General | $1,623 | ManagementAndGeneralAmt |
| Fundraising | $5,565 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,587 | TotalAmt |
| Program Services | $7,835 | ProgramServicesAmt |
| Management And General | $11,752 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,290 | TotalAmt |
| Program Services | $1,290 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,308 | TotalAmt |
| Program Services | $2,923 | ProgramServicesAmt |
| Management And General | $4,385 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,235 | TotalAmt |
| Program Services | $8,177 | ProgramServicesAmt |
| Management And General | $3,058 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Theatre and Equipment | $24,983 | $24,983 | |
| Sets Props and Costumes | $6,122 | $6,122 | |
| Tshirts | $7,457 | $7,457 | |
| Supplies | $8,724 | $7,329 | $1,395 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,869 | TotalAmt |
| Program Services | $20,908 | ProgramServicesAmt |
| Management And General | $2,955 | ManagementAndGeneralAmt |
| Fundraising | $5,006 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,158 | TotalAmt |
| Program Services | $612,498 | ProgramServicesAmt |
| Management And General | $143,062 | ManagementAndGeneralAmt |
| Fundraising | $76,598 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,933 | BOYAmt |
| EOY | $484,474 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,463 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $18,593 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,096 | BOYAmt |
| EOY | $9,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,228 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,653 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,883 | BOYAmt |
| EOY | $10,575 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,428 | BOYAmt |
| EOY | $710,291 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,803 | BOYAmt |
| EOY | $1,233,587 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,625 | BOYAmt |
| EOY | $20,606 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $3,600 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,995 | BOYAmt |
| EOY | $23,191 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,620 | BOYAmt |
| EOY | $47,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,989 | BOYAmt |
| EOY | $655,011 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,194 | BOYAmt |
| EOY | $531,179 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,196,183 | BOYAmt |
| EOY | $1,186,190 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,803 | BOYAmt |
| EOY | $1,233,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$59,619 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $49,626 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $731,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $937,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $590,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $603,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $576,050 | CurrentTaxYearAmt |
| Total | $3,438,454 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $731,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $937,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $590,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $603,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $576,050 | CurrentTaxYearAmt |
| Total | $3,438,454 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $74,888 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,363,566 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,805 | CurrentTaxYearAmt |
| Total | $51,358 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,086 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,619 | CurrentTaxYearAmt |
| Total | $137,987 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,627,799 | TotalSupportAmt |
| Public Support CY170 | 0.92720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $615,016 | BeginningYearBalanceAmt |
| Contributions | $3,100 | ContributionsAmt |
| Investment Earnings Or Losses | $68,431 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $686,547 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $569,540 | BeginningYearBalanceAmt |
| Contributions | $45,476 | ContributionsAmt |
| End Year Balance | $615,016 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $569,483 | BeginningYearBalanceAmt |
| Contributions | $100,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$100,443 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $569,540 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,461 | BeginningYearBalanceAmt |
| Contributions | $350,000 | ContributionsAmt |
| Investment Earnings Or Losses | $47,022 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $569,483 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $170,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,571 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $110 | AdministrativeExpensesAmt |
| End Year Balance | $172,461 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,653 | DepreciationAmt |
| Book Value | $10,575 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,575 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deposits | $1,500 |
| Columbus Foundation - Endowment | $686,547 |
| Right of use Asset | $22,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $710,291 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $822,165 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $49,626 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $49,626 | RevenueNotReportedAmt |
| Revenue Subtotal | $772,539 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $772,539 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $832,158 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $832,158 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $832,158 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Endowment funds intended uses (Part V, line 4) | Momentum appropriates the earnings on its endowment assets for expenditure in a manner consistent with the donor-imposed restrictions. Momentums investment policy for endownment assets attempts to provide a predictable stream for funding to programs supported by its endowments while preserving endowment principal. |
| Footnote for uncertain tax position under FIN 48 (Part X) | Momentum is exempt from federal income taxes under section 501(C)(3) of the Internal Revenue Code (IRC). Momentum has not identified any material uncertain tax positions requiring recognition or disclosure in the financial statements. There were no interest or penalties recognized in the Statement of Activities and change in net assets for the years ended June 30, 2024 or 2023 related to uncertain tax positions. The statutory tax years subsequent to 2020 remain open to examination. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Monica Kridler | PersonNm |
| Title | Former Director | TitleTxt |
| Base Compensation Filing Org | $54,500 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $54,500 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | A COPY IS ELECTRONICALLY PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL. |
| Conflict of interest policy compliance Part VI line 12c | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THECONFLICT OF INTEREST POLICY BY CONDUCTING PERIODIC REVIEWS. |
| CEO executive director top management comp Part VI line 15a | COMPENSATION OF THE EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES ISDETERMINED BY THE BOARD BY WHICH STANDARDS OF EVALUATIONSTRICTLY ADHERE TO ALL REQUIREMENTS UNDER INTERNAL REVENUE CODE SECTION4958. |
| Governing documents etc available to public Part VI line 19 | ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLEUPON REQUEST. |
| List of other fees for services expenses Part IX line 11g | See attached statements |
| List of other expenses Part IX line 24e | See attached statements |
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