Nonprofit · EIN 46-4509725
MOMENTUM-EXCELLENCE INC
Tax-exempt · COLUMBUS, OH 43215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $990,497 | $1,025,449 | -$34,952 | $1,254,005 | $41,550 | $1,212,455 |
| June 30, 2024 | 990 | $772,539 | $832,158 | -$59,619 | $1,233,587 | $47,397 | $1,186,190 |
| June 30, 2023 | 990 | $751,205 | $687,812 | $63,393 | $1,254,803 | $58,620 | $1,196,183 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $845,185
- of which government grants
- $302,582
- Program service revenue
- $117,450
- Investment income
- $27,167
- Other revenue
- $695
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $112,789
- Other salaries and wages
- $569,290
- Salaries, compensation and benefits (total)
- $754,280
- Professional fundraising fees
- $0
- Occupancy
- $51,723
- Travel
- $5,411
- Depreciation
- $5,659
- Program services (functional)
- $649,436
- Management and general (functional)
- $270,408
- Fundraising (functional)
- $105,605
Balance sheet and other
- Total assets, start of year
- $1,233,587
- Total assets, end of year
- $1,254,005
- Total liabilities, end of year
- $41,550
- Net assets, end of year
- $1,212,455
- Land, buildings and equipment
- $4,916
- Net assets without donor restrictions
- $482,724
- Net assets with donor restrictions
- $729,731
- Gross receipts
- $990,497
- Employees
- 36
- Volunteers
- 29
- Year formed
- 2014
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN STEPHENS | EXECUTIVE DI Officer | 40 | $112,789 | $111 |
| ALEXIS APPARICIO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ZACH EVANS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LARA HOFFMANS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PEDRO MENA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DIANA PEREZ PADIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK REAL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRIS RUSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HARTLEY SUTER | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROCHELLE WILKERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MONICA KRIDLER | FOUNDER Former | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Monica Kridler | Former Director Former | 40 | $54,500 |
| Mark Real | Board Member Trustee or director | 1 | $0 |
| Pedro Mena | Board Member Trustee or director | 1 | $0 |
| Rochelle Wilkerson | Board Member Trustee or director | 1 | $0 |
| Alexis Apariccio | Board Member Trustee or director | 1 | $0 |
| Lara Hoffmans | Board Member Trustee or director | 1 | $0 |
| Zach Evans | Board Member Trustee or director | 1 | $0 |
| Diana Perez-Padin | Board Member Trustee or director | 1 | $0 |
| Autumn Glover | Board Member Trustee or director | 1 | $0 |
| Kent Johnson | Board Member Trustee or director | 1 | $0 |
| Hartley Suter | Board Chair Trustee or director, Officer | 1 | $0 |
| Kathryn Stephens | Executive Director Officer | 40 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Monica Kridler | Interim Executive Director Trustee or director, Officer | 40 | $32,500 |
| Katie Ellison | Board Secretary Officer | 1 | $27,904 |
| Mark Real | Board Member Trustee or director | 1 | $0 |
| Rochelle Wilkerson | Board Member Trustee or director | 1 | $0 |
| Hartley Suter | Board Member Trustee or director | 1 | $0 |
| Autumn Glover | Board Member Trustee or director | 1 | $0 |
| Zach Evans | Board Member Trustee or director | 1 | $0 |
| Pedro Mena | Board Member Trustee or director | 1 | $0 |
| Kent Johnson | Board Member Trustee or director | 1 | $0 |
| Lisa Briya | Board Chair Trustee or director, Officer | 1 | $0 |
| Wendy Hart | Board Treasurer Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 538 E TOWN ST STE C, COLUMBUS, OH 43215-4885
- Principal officer (990 for 2024)
- KATHRYN STEPHENS, 538 EAST TOWN STREET, COLUMBUS, OH 43215
- Signed the 990
- KATHRYN STEPHENS, EXECUTIVE DIRECTOR
- Phone
- (614) 808-6683
- Website
- WWW.MOMENTUM-EXCELLENCE.ORG
- Return prepared by
- HOLBROOK & MANTER INC
Mission
MOMENTUM-EXCELLENCE ENGAGES CHILDREN IN DANCE, MUSIC AND PERFORMANCE TO DEVELOP LIFELONG HABITS OF SELF-DISCIPLINE, TEAMWORK AND EXCELLENCE.
Program accomplishments
- YEAR-LONG PROGRAM - MOMENTUM TEACHING ARTISTS AND KEYBOARD ACCOMPANISTS LEAD 4TH 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 WILLIARD 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.Expenses $481,733
- EARLY LEARNERS - THIS PROGRAM IS AN ADAPTATION OF MOMENTUM'S DANCE METHODOLOGY FOR PRESCHOOL-AGED CHILDREN. CONDUCTING WEEKLY CASSES OVER AN 8-WEEK PERIOD, INSTRUCTORS USE CREATIVE MOVEMENT IN ORDER TO IMPACT SOCIAL-EMOTIONAL LEARNING, COGNITION, AND THE DEVLOPMENT 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.Expenses $17,416
- ADVANCED TEAMS: TEAM EXCEL (TEAM XL) - DANCERS WHO DEMONSTRATE EXCELLENCE AND DISCIPLINE IN THE YEAR-LONG 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 YEAR-LONG 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 EIGTH GRADE.Expenses $102,919
- 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 YEAR-LONG PROGRAM, CULMINATING IN AN IN-SCHOOL PERFORMANCE FOR FELLOW CLASSMATES, FAMILY, FRIENDS AND COMMUNITY MEMBERS TO ENJOY.Expenses $47,368
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-4509725
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A70)
- Assets (IRS master file)
- $1,254,005
- Income (IRS master file)
- $990,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $990,497 | $1,025,449 | $1,254,005 | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $751,205 | $687,812 | $1,254,803 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4509725).
Questions about MOMENTUM-EXCELLENCE INC
- What is the EIN of MOMENTUM-EXCELLENCE INC?
- The employer identification number (EIN) of MOMENTUM-EXCELLENCE INC is 46-4509725.
- Is MOMENTUM-EXCELLENCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to MOMENTUM-EXCELLENCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOMENTUM-EXCELLENCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MOMENTUM-EXCELLENCE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOMENTUM-EXCELLENCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MOMENTUM-EXCELLENCE INC?
- The 990 for the year ended June 30, 2025 names KATHRYN STEPHENS.
- Who are the officers and directors of MOMENTUM-EXCELLENCE INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $112,789 (KATHRYN STEPHENS, EXECUTIVE DI).
- How much revenue does MOMENTUM-EXCELLENCE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $990,497, expenses of $1,025,449 and total assets of $1,254,005 at year end.
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