2021-11-15T10:04:34-06:00 2021-06-30 251408703 SCHNEIDER DOWNS & CO INC 65 EAST STATE STREET SUITE 2000 COLUMBUS OH 43215 990 2020-07-01 464509725 MOMENTUM-EXCELLENCE INC MOME 6148086683 538 EAST TOWN ST SUITE C COLUMBUS OH 43215 LIANE EGLE EXECUTIVE DIRECTOR 6148086683 2021-11-05 1 LIANE EGLE 999009999 EUGENE J LOGAN P00227231 6146214060 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LIANE EGLE 538 EAST TOWN ST SUITE C COLUMBUS OH 43215 1017013 0 X WWW.MOMENTUM-EXCELLENCE.ORG X 2014 OH THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF PROVIDING DANCE PROGRAMS IN ELEMENTARY SCHOOLS. 10 8 20 0 0 0 731113 937577 116480 30346 2936 48004 233 1086 850762 1017013 0 0 0 0 480274 410228 14405 2670 64121 155729 87088 650408 499986 200354 517027 709862 1224877 135529 133517 574333 1091360 X MOMENTUM EXCELLENCE ENGAGES CHILDREN IN DANCE, MUSIC, AND PERFORMANCE TO DEVELOP LIFELONG HABITS OF SELF-DISCIPLINE, TEAMWORK, AND EXCELLENCE. 0 0 202012 14950 THE COVID-19 PANDEMIC IMPACTED HOW MOMENTUM DELIVERED PROGRAMMING DURING THE 2020-21 SCHOOL YEAR. WITH LOCAL SCHOOL DISTRICTS PROVIDING VIRTUAL INSTRUCTION FOR THE MAJORITY OF THE SCHOOL YEAR, TRADITIONAL IN-PERSON MOMENTUM CLASSES WERE NOT POSSIBLE. STATEWIDE RESTRICTIONS ALSO PROHIBITED STAGING THE ANNUAL SPRING PERFORMANCES. DESPITE THESE CHANGES, MOMENTUM ADAPTED WELL AND SERVED AN ESTIMATED 1,000 STUDENTS THROUGH VIRTUAL CLASSES AND PRE-RECORDED VIDEOS.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 30-WEEK PROGRAM, CULMINATING IN AN IN-SCHOOL PERFORMANCE FOR FELLOW CLASSMATES, FAMILY, FRIENDS AND COMMUNITY MEMBERS TO ENJOY. 77697 14496 EARLY LEARNERS THIS PROGRAM IS AN ADAPTATION OF MOMENTUM'S 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. 31079 TEAM EXCEL (TEAM XL) - DANCERS WHO DEMONSTRATE EXCELLENCE AND DISCIPLINE IN THE 30-WEEK 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 30-WEEK 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 MOMENTUM'S 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. 900 YEAR-LONG PROGRAM - MOMENTUM TEACHING ARTISTS AND KEYBOARD ACCOMPANISTS LEAD 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.CHANCE TO DANCE - THIS PROGRAM IS SPECIFICALLY DESIGNED FOR CHILDREN WITH AUTISM, PHYSICAL DISABILITIES, OR VISUAL IMPAIRMENTS. LAUNCHED IN FY 18, THE SCHOOL-BASED PROGRAM IS DELIVERED AS AN EIGHT TO TEN-WEEK RESIDENCY AT ELEMENTARY SCHOOLS THAT SPECIALIZE IN THOSE AREAS. THE PROGRAM IS BASED ON MOMENTUM'S TRADITIONAL METHODOLOGY WITH ADVANCED SPECIALTY TRAINING PROVIDED TO THREE OF MOMENTUM'S MASTER INSTRUCTORS.MOMENTUM UNIVERSITY (MOU) - MOU IS A TWO-WEEK SUMMER INTENSIVE FOR ADVANCED TEAM DANCERS WHICH SERVES AS A WORKSHOP FOR THE COMING SCHOOL YEAR'S CURRICULUM YEAR-END PERFORMANCE. A NEW THEME IS CHOSEN EACH YEAR. OVER THE COURSE OF THE TWO WEEKS, PARTICIPANTS LEARN AND REHEARSE CHOREOGRAPHY, CREATE SETS, PROPS, AND COSTUMES AND PARTICIPATE IN LECTURES AND WORKSHOPS THAT ADDRESS THE CURRENT YEAR'S THEME. IT CULMINATES IN A FREE, COMMUNITY PERFORMANCE ON STAGE AT THE COLUMBUS COMMONS. 900 310788 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X WENDY HART 6148086683 538 EAST TOWN ST SUITE C COLUMBUS OH 43215 LIANE EGLE EXECUTIVE DIRECTOR 40.00 X X 89593 0 0 MONICA KRIDLER FOUNDING DIRECTOR 30.00 X X 53786 0 0 TASHA BOOKER BOARD MEMBER 1.00 X 0 0 0 STACEY BOROWICZ EXIT 11 BOARD MEMBER 1.00 X 0 0 0 LISA BRIYA BOARD VICE CHAIR 1.00 X X 0 0 0 ZACH EVANS BOARD CHAIR 1.00 X X 0 0 0 KENT JOHNSON BOARD MEMBER 1.00 X 0 0 0 BARBARA MARKUS EXIT 11 BOARD MEMBER 1.00 X 0 0 0 MARK REAL BOARD MEMBER 1.00 X 0 0 0 HARTLEY SUTER BOARD MEMBER 1.00 X 0 0 0 AUTUMN GLOVER BOARD MEMBER 1.00 X 0 0 0 ROCHELLE WILKERSON BOARD MEMBER 1.00 X 0 0 0 LINZEY RICE OPERATIONS MANAGER 40.00 X 48006 0 0 191385 0 0 0 0 0 0 0 150329 787248 937577 PROGRAM INCOME 711120 30346 30346 30346 4582 4582 43422 0 43422 43422 43422 OTHER REVENUE 900099 1086 1086 1086 1017013 30346 0 49090 191385 191385 187924 61586 76977 49361 30919 20620 6275 4024 619 619 12423 12423 2670 2670 5351 5233 118 763 13 91 659 4623 331 1883 2409 6951 1422 1830 3699 20491 9448 11043 8225 3290 4935 12068 6438 5630 PROFESSIONAL DEVELOPMEN 6868 5958 910 PROGRAM DIRECT COST 4492 4222 270 FEES & DUES 3409 501 2073 835 GIFTS & INCENTIVES 464 464 341 341 499986 310788 125077 64121 226792 411631 175358 177002 89395 23592 8425 4500 9240 9111 47347 19289 26691 28058 173961 570983 709862 1224877 43511 39990 92018 93527 135529 133517 X 416833 581360 157500 510000 574333 1091360 709862 1224877 517027 0 X X 1 X 0 0 0 X 468915 514035 566369 731113 937577 3218009 468915 514035 566369 731113 937577 3218009 79948 3138061 267 339 308 943 4582 6439 13561 15640 13809 233 1086 44329 3268777 501925 0.96000 0.97010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 172461 350000 47022 569483 170000 2571 110 172461 1.00000 1 0 47347 19289 28058 28058 COLUMBUS FOUNDATION - ENDOWMENT 569483 DEPOSITS 1500 570983 X 1017013 0 1017013 0 1017013 499986 0 499986 0 499986 PART V, LINE 4: MOMENTUM APPROPRIATES THE EARNINGS ON ITS ENDOWMENT ASSETS FOR EXPENDITURE AS PART OF ITS ANNUAL OPERATING BUDGET APPROVED BY THE BOARD OF TRUSTEES. MOMENTUM'S INVESTMENT POLICY FOR ENDOWMENT ASSETS ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS WHILE PRESERVING ENDOWMENT PRINCIPAL. PART X, LINE 2: 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, 2021 OR 2020 RELATED TO UNCERTAIN TAX POSITIONS. THE STATUTORY TAX YEARS SUBSEQUENT TO 2017 REMAIN OPEN TO EXAMINATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY IS ELECTRONICALLY PROVIDED TO THE BOARD FOR REVIEW AND GETS BOARD CHAIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY BY CONDUCTING PERIODIC REVIEWS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES IS DETERMINED BY A COMPENSATION COMMITTEE BY WHICH STANDARDS OF EVALUATION STRICTLY ADHERE TO ALL REQUIREMENTS UNDER INTERNAL REVENUE CODE SECTION 4958. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD HIRES THE INDEPENDENT CPA FIRM, CONDUCTS PERIODIC MEETINGS, MEETS WITH THE INDEPENDENT CPA FIRM WITHOUT THE PRESENCE OF MANAGEMENT, AND IS KEPT INFORMED BY BOTH MANAGEMENT AND THE INDEPENDENT CPA FIRM WHENEVER ISSUES ARISE. THE BOARD REVIEWS THE INITIAL DRAFTS OF THE AUDITED FINANCIAL STATEMENTS.