Civic Intelligence

Momentum Work Inc.

990 • Fiscal year 2023 • EIN 95-2598337

Jul 01, 2022 to Jun 30, 2023 • Filed on May 03, 2024

Organization ProfileWWW.MOMENTUM4WORK.ORG

View Organization Page

5320 Carpinteria Avenue GCarpinteria, CA 93013

(805) 566-9000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.21x

Higher debt load relative to assets than 54% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.11x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

48th percentile

3.2%

Higher net margin than 48% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

94th percentile

$712,445

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

0.9%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$6,565,476

Up $644,766 (+11%) from 2022

Net Assets

Up

$5,160,684

Up $402,634 (+8.5%) from 2022

Liabilities

Up

$1,404,792

Up $242,132 (+21%) from 2022

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin48th percentile

Revenue

Up

$12,670,753

Up $118,072 (+0.9%) from 2022

Expenses

Up

$12,268,119

Up $508,801 (+4.3%) from 2022

Net Income

Down

$402,634

Down $390,729 (-49%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,395,506Liabilities 2010: $969,695Net Assets 2010: $1,425,8112010Assets 2011: $2,590,021Liabilities 2011: $1,153,794Net Assets 2011: $1,436,2272011Assets 2012: $2,766,591Liabilities 2012: $1,022,564Net Assets 2012: $1,744,0272012Assets 2013: $3,062,199Liabilities 2013: $1,056,943Net Assets 2013: $2,005,2562013Assets 2014: $3,114,917Liabilities 2014: $1,050,241Net Assets 2014: $2,064,6762014Assets 2015: $3,308,675Liabilities 2015: $1,114,100Net Assets 2015: $2,194,5752015Assets 2016: $3,317,889Liabilities 2016: $762,961Net Assets 2016: $2,554,9282016Assets 2017: $4,075,157Liabilities 2017: $940,015Net Assets 2017: $3,135,1422017Assets 2018: $4,797,748Liabilities 2018: $1,181,584Net Assets 2018: $3,616,1642018Assets 2019: $4,526,579Liabilities 2019: $1,193,870Net Assets 2019: $3,332,7092019Assets 2020: $6,343,006Liabilities 2020: $2,946,291Net Assets 2020: $3,396,7152020Assets 2021: $6,654,476Liabilities 2021: $2,689,789Net Assets 2021: $3,964,6872021Assets 2022: $5,920,710Liabilities 2022: $1,162,660Net Assets 2022: $4,758,0502022Assets 2023: $6,565,476Liabilities 2023: $1,404,792Net Assets 2023: $5,160,6842023Assets 2024: $7,070,191Liabilities 2024: $2,270,914Net Assets 2024: $4,799,2772024

Highlighted filing

2023

Assets$6,565,476
Liabilities$1,404,792
Net Assets$5,160,684
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,927,9042010Revenue 2011: $8,594,640Expenses 2011: $8,584,224Net Income 2011: $10,4162011Revenue 2012: $8,667,566Expenses 2012: $8,359,766Net Income 2012: $307,8002012Revenue 2013: $8,594,525Expenses 2013: $8,333,296Net Income 2013: $261,2292013Revenue 2014: $8,510,839Expenses 2014: $8,451,419Net Income 2014: $59,4202014Revenue 2015: $8,585,094Expenses 2015: $8,455,195Net Income 2015: $129,8992015Revenue 2016: $8,775,200Expenses 2016: $8,414,847Net Income 2016: $360,3532016Revenue 2017: $9,388,390Expenses 2017: $8,808,176Net Income 2017: $580,2142017Revenue 2018: $9,380,643Expenses 2018: $8,899,621Net Income 2018: $481,0222018Revenue 2019: $9,390,554Expenses 2019: $9,674,009Net Income 2019: -$283,4552019Revenue 2020: $9,736,579Expenses 2020: $9,672,573Net Income 2020: $64,0062020Revenue 2021: $10,203,264Expenses 2021: $9,635,292Net Income 2021: $567,9722021Revenue 2022: $12,552,681Expenses 2022: $11,759,318Net Income 2022: $793,3632022Revenue 2023: $12,670,753Expenses 2023: $12,268,119Net Income 2023: $402,6342023Revenue 2024: $14,247,422Expenses 2024: $14,608,829Net Income 2024: -$361,4072024

Highlighted filing

2023

Revenue$12,670,753
Expenses$12,268,119
Net Income$402,634
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 3, 2024
Return Version
2022v5.0
Gross Receipts
$12,670,753
Mission and Program Overview

Mission

To provide services to residents of the tri-counties with mental and/or physical disabilities, so that they may work and live independently as contributing citizens within the community of their choice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,200,749$3,130,343▼ $70,406
Land, Buildings, and Equipment, Net$1,649,077$1,710,988▲ $61,911
Accounts Receivable$1,045,307$1,263,232▲ $217,925
Total Assets$5,920,710$6,565,476▲ $644,766
Other Assets Total$25,577$460,913▲ $435,336
Liabilities
Accounts Payable and Accrued Expenses$571,937$564,492▼ $7,445
Mortgage Notes Payable Secured by Investment Property$590,723$514,778▼ $75,945
Other Liabilities$0$325,522▲ $325,522
Total Liabilities$1,162,660$1,404,792▲ $242,132
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,733,627$5,136,261▲ $402,634
Net Assets With Donor Restrictions$24,423$24,423→ $0
Total Net Assets Fund Balance$4,758,050$5,160,684▲ $402,634
Total Liabilities and Net Assets / Fund Balance$5,920,710$6,565,476▲ $644,766

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$305,023$936,651$1,241,674
Buildings$860,964$341,217$1,202,181
Land$468,865-$468,865
Leasehold Improvements$47,229$122,535$169,764
Equipment$28,907$76,291$105,198
Other Assets Org$325,522--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy LinaresExecutive DirectorFT$153,609$2,990$156,599
Mahnaz ParhamiDirector of AccountingFT$136,072$2,600$138,672

Board Members and Trustees

NameTitle
Jeffery CowenCo-chair
Tadd MckenzieCo-chair
Lori AndersonPresident & CEO
Cody HowenDirector
David Fainer Jr EsqDirector
Gary ClancyDirector
Joe SalcedoDirector
Kyle ColtonDirector
Ned EmersonDirector
Cindy SteffenSecretary
Rebecca KochTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,162
Program Service Revenue
$12,547,749
Investment Income
$436
Other Revenue
$2,406
All Other Contributions
$120,162
Change in Net Assets
$402,634

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,670,753
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$12,670,753
Total Revenue per Form 990
$12,670,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,937,067
Other Expenses$2,331,052
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,516,832$426,310-$7,943,142
Other Employee Benefits$948,105$79,273-$1,027,378
Payroll Taxes$627,206$44,070-$671,276
Occupancy$405,280$51,805-$457,085
Current Officers, Directors, Trustees, and Key Employees$145,652$149,619-$295,271
Travel$237,360$25,921-$263,281
All Other Expenses$159,533$70,022-$229,555
Depreciation Depletion$161,801$31,490-$193,291
Other Expenses$152,652$-2,159-$150,493
Insurance$48,175$13,390-$61,565
Fees for Services Legal-$6,686-$6,686
Total Functional Expenses$11,167,979$1,100,140$0$12,268,119

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,268,119
Total Expenses per Audited Statements$12,268,119
Total Expenses per Form 990$12,268,119
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Asset Lease Liability$325,522
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The sole member of the organization is momentum agencies.”

Form 990, Part VI, Section A, Line 7A

“The sole member of the organization is momentum agencies who will appoint the board of directors.”

Form 990, Part VI, Section B, Line 11B

“The executive director who is appointed by the board of directors reviews the tax form 990 for accuracy and reports to the board of directors that it was filed.”

Form 990, Part VI, Section B, Line 12C

“Every officer, director, and key employee is required to sign a conflict of interest statement on an annual basis.”

Form 990, Part VI, Section B, Line 15

“The board of directors of momentum work inc. Determines and approves compensation of the organization's officers.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Momentum Work Inc
EIN
95-2598337
Phone
8055669000
Address
5320 CARPINTERIA AVENUE G, CARPINTERIA, CA 93013

Signing Officer

Name
Judy Linares
Title
Executive Director
Phone
8055669000
Signed
2024-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy Linares
Formed
1968
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
373
Volunteers
0

Preparer

Firm
Hinricher & Cousino Llp
Address
3275 OLD CONEJO ROAD, THOUSAND OAKS, CA 91320
Preparer
Brian Cousino
Phone
8054961883
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process by which the audit committee oversees the audit and selects an independent auditor has not changed.”

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IRS990/MissionDesc0TO PROVIDE SERVICES TO RESIDENTS OF THE TRI-COUNTIES WITH MENTAL AND/OR PHYSICAL DISABILITIES, SO THAT THEY MAY WORK AND LIVE INDEPENDENTLY AS CONTRIBUTING CITIZENS WITHIN THE COMMUNITY OF THEIR CHOICE.
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1121082
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RIGHT OF USE ASSETS
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,565,476
Liabilities
$1,404,792
Net assets
$5,160,684
Revenue
$12,670,753
Expenses
$12,268,119
Net income
$402,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.07$2.27$4.80$14.2$14.6$0.36
2023Detailed filing. Detailed filing data is available for this year.$6.57$1.40$5.16$12.7$12.3$0.40
2022Detailed filing. Detailed filing data is available for this year.$5.92$1.16$4.76$12.6$11.8$0.79
2021Detailed filing. Detailed filing data is available for this year.$6.65$2.69$3.96$10.2$9.64$0.57
2020Summary only. Only limited summary data is available for this year.$6.34$2.95$3.40$9.74$9.67$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.53$1.19$3.33$9.39$9.67$0.28
2018Detailed filing. Detailed filing data is available for this year.$4.80$1.18$3.62$9.38$8.90$0.48
2017Detailed filing. Detailed filing data is available for this year.$4.08$0.94$3.14$9.39$8.81$0.58
2016Detailed filing. Detailed filing data is available for this year.$3.32$0.76$2.55$8.78$8.41$0.36
2015Detailed filing. Detailed filing data is available for this year.$3.31$1.11$2.19$8.59$8.46$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.11$1.05$2.06$8.51$8.45$0.06
2013Summary only. Only limited summary data is available for this year.$3.06$1.06$2.01$8.59$8.33$0.26
2012Summary only. Only limited summary data is available for this year.$2.77$1.02$1.74$8.67$8.36$0.31
2011Summary only. Only limited summary data is available for this year.$2.59$1.15$1.44$8.59$8.58$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.97$1.43$7.93