MOMENTUM ADVISORY COLLECTIVE

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

CHAD HOUSER

Phone

2143031234

Tax Period

2024-01-01 to 2024-12-31

MOMENTUM ADVISORY COLLECTIVE, founded in 2019, is a community nonprofit in the Crime & Legal sector that reported $3.6M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $3.3M left a modest 8% surplus.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $2,469,606 Revenue: $12,662

MOMENTUM ADVISORY COLLECTIVE ADVISES AND TRAINS COMMUNITY LEADERS AND EMPLOYERS THROUGHOUT THE UNITED STATES IN LAUNCHING AND MANAGING INNOVATIVE CULINARY TRAINING PROGRAMS THAT PROVIDE LIFE SKILLS, EDUCATION, AND EMPLOYMENT OPPORTUNITIES TO TRANSFORM THE LIVES OF YOUTH COMING OUT OF JUVENILE DETENTION FACILITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,545,765

Program Service Revenue $0

Investment Income $24,849

Other Revenue $12,662

TOTAL REVENUE $3,583,276

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $1,728,669

Fundraising Expenses $353,035

Program Expenses $2,469,606

Other Expenses $1,331,822

TOTAL EXPENSES $3,310,491

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,583,276	$4,511,262	-0.2%
Expenses	$3,310,491	$3,038,272	+0.1%
Net Income	$272,785	$1,472,990	-0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$606,715

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARISSE SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
NELSON WILLIAMS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
GARETH HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
OLIVIA COLE	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$230,211	$0	$230,211
MICHAEL CHAD HOUSER	CEO	20.00	Officer	$115,065	$7,176	$237,306
THEDA BABCOCK	CHIEF FINANCIAL OFFICER	20.00	Officer	$78,343	$4,895	$139,198
SARAH VAZQUEZ	DIRECTOR OF MARKETING	40.00	Highest	$114,626	$7,367	$121,993
JOHN MERCER	DIRECTOR OF CULINARY TRAINING	40.00	Highest	$102,849	$7,367	$110,216
STEPHANIE FRANCES	VP OF PROGRAMS AND TRAINING	40.00	Highest	$150,811	$5,418	$156,229
JESSICA METCALF	VP OF DEVELOPMENT	40.00	Highest	$180,120	$7,367	$187,487

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
2024	$3,583,276	$3,310,491	$4,642,484	$272,785
2023	$4,511,262	$3,038,272	$5,447,457	$1,472,990
2022	$2,748,641	$1,945,232	$1,712,477	$803,409
2021	$1,693,416	$1,408,659	$1,488,038	$284,757
2020	$1,194,016	$625,992	$592,759	$568,024
2020	$1,263,370	$694,533	$592,758	$568,837