Momentum Advisory Collective
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2019 | 0 | 0 | 0 | — | — |
| 2020 | 1,263,370 | 694,533 | 568,837 | 9.8 | 57% |
| 2021 | 1,693,416 | 1,408,659 | 284,757 | 7.3 | 56% |
| 2022 | 2,748,641 | 1,945,232 | 803,409 | 10.2 | 58% |
| 2023 | 4,511,262 | 3,038,272 | 1,472,990 | 12.4 | 38% |
In its most recent public year (2023), this organization brought in $1,472,990 more than it spent. Its reserves stood at about 12.4 months of spending. Staff pay was 38% of spending. $883,488 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Momentum Advisory Collective's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works