Nonprofit screen
Screen a listMomentum-Excellence Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$990krevenue
FY2025 · +17% in 3 yrs36staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−3.5%
Months of reserve3.4mo
Revenue growth (annualized)+7.1%
Middle half of peersMedianMomentum-Excellence
Where the money goes FY2025 · $1.0M spent
Programs$649k63%Management and general$270k26%Fundraising$106k10%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$60k in FY2024 and −$35k in FY2025. Cash covers 3.4 months, under the peer median of 5.6.
990 Part I and balance sheetIn its favor2
Strong governance
10 of 10 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 6 of its 9 returns, 31% of revenue in FY2025.
990 Part VIII35funders
$300ka year, last 3 years
62%from its largest funder
Funder’17’18’19’20’21’22’23The Shackelford Family FoundationEvery year since FY2017$25k$28k$25k$178k$25k$25k$25kMeuse Family FoundationEvery year since FY2017$20k$20k$20k$20k$20k$20k$20kSiemer Family FoundationOn and off$15k$15k$15k$15k$15k$15kIngram-White Castle FoundationStopped after FY2022$20k$14k$10k$15k$15k–Margaret and Robert Walter FoundationOn and off$5k$15k$30k$20kFox Foundation IncStopped after FY2022$20k$20k$20k$10k–Donor-advised giftsDonors not disclosed$184k$146k$177k$170k$201k$173k$190k17 other fundersUp to $15k a year each$29k$38k$47k$23k$54k$22k$16k
FundedThrough a donor-advised fundStopped