Skip to content
Nonprofiteer
← All organizations

MOMENTUM ADVISORY COLLECTIVE

EIN 84-2723840 WEST CHESTER, OH

Revenue 2024
$3,583,276
Expenses 2024
$3,310,491

Program services were 74.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
I40
Classification
1200
Street
9230 PORT UNION RIALTO RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • CHARISSE SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NELSON WILLIAMS

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GARETH HALL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • OLIVIA COLE

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $230,211
    From this org
    $230,211
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,247
    Bonus
    $20,964
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $230,211

  • MICHAEL CHAD HOUSER

    CEO

    Total calculated
    $237,306
    From this org
    $115,065
    From related orgs
    $115,065
    Other
    $7,176
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $104,565 + $104,565 related
    Bonus
    $10,500 + $10,500 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $3,588 + $3,588 related
    Filer's total
    $118,653 + $118,653 related

  • THEDA BABCOCK

    CHIEF FINANCIAL OFFICER

    Total calculated
    $139,198
    From this org
    $78,343
    From related orgs
    $55,960
    Other
    $4,895
    Hours/week
    20 + 20 related

  • SARAH VAZQUEZ

    DIRECTOR OF MARKETING

    Total calculated
    $121,993
    From this org
    $114,626
    From related orgs
    $0
    Other
    $7,367
    Hours/week
    40

  • JOHN MERCER

    DIRECTOR OF CULINARY TRAINING

    Total calculated
    $110,216
    From this org
    $102,849
    From related orgs
    $0
    Other
    $7,367
    Hours/week
    40

  • STEPHANIE FRANCES

    VP OF PROGRAMS AND TRAINING

    Total calculated
    $156,229
    From this org
    $150,811
    From related orgs
    $0
    Other
    $5,418
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,561
    Bonus
    $7,250
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,418
    Filer's total
    $156,229

  • JESSICA METCALF

    VP OF DEVELOPMENT

    Total calculated
    $187,487
    From this org
    $180,120
    From related orgs
    $0
    Other
    $7,367
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,620
    Bonus
    $16,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,367
    Filer's total
    $187,487

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $3,583,276
    Expenses
    $3,310,491
    Contributions
    $3,545,765
    Grants paid
    $250,000
  • 2023
    Revenue
    $4,511,262
    Expenses
    $3,038,272
    Contributions
    $4,501,522
    Grants paid
    $909,211
  • 2022
    Revenue
    $2,748,641
    Expenses
    $1,945,232
    Contributions
    $2,748,641
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.