Form 990 for tax year 2023

Filed by ZIONESS MOVEMENT INC.

Totals

Total revenue: $1,274,528
Total expenses: $1,860,437
Contributions and grants received: $1,174,821
Grants paid: $0
Program service revenue: $61,926
Investment income: $30,581
Other revenue: $7,200
Total assets, end of year: $1,016,908
Total liabilities, end of year: $563,582
Net assets or fund balances, end of year: $453,326
Program services expenses (Part IX): $1,042,501
Management and general expenses: $784,611
Fundraising expenses: $33,325
Program service expenses (Part III): $1,042,501

Program services were 56.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1e · Government grants (contributions)

$34,417
1f · All other contributions, gifts and grants

$1,140,404
2a · Program service revenue: SPEAKING FEES

total $61,926 · unrelated business $0 · excluded $0
3 · Investment income

total $30,581 · unrelated business $0 · excluded $30,581
11a · Other revenue: LICENSE REVENUE

total $7,200 · related or exempt $0 · unrelated business $0 · excluded $7,200
11e · Other revenue, total

$7,200

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $244,777 · program services $171,316 · management and general $48,974 · fundraising $24,487
7 · Other salaries and wages

total $511,745 · program services $511,745 · management and general $0 · fundraising $0
9 · Other employee benefits

total $38,584 · program services $34,837 · management and general $2,498 · fundraising $1,249
10 · Payroll taxes

total $73,529 · program services $66,389 · management and general $4,760 · fundraising $2,380
11b · Fees: legal

total $659,627 · program services $0 · management and general $659,627 · fundraising $0
11c · Fees: accounting

total $56,872 · program services $0 · management and general $56,872 · fundraising $0
11g · Fees: other

total $81,539 · program services $78,571 · management and general $2,645 · fundraising $323
12 · Advertising and promotion

total $32,814 · program services $32,814 · management and general $0 · fundraising $0
13 · Office expenses

total $9,569 · program services $6,660 · management and general $2,866 · fundraising $43
14 · Information technology

total $15,600 · program services $13,962 · management and general $1,638 · fundraising $0
17 · Travel

total $43,323 · program services $42,984 · management and general $339 · fundraising $0
22 · Depreciation, depletion and amortization

total $1,522 · program services $1,375 · management and general $98 · fundraising $49
23 · Insurance

total $10,019 · program services $9,046 · management and general $649 · fundraising $324
24a · Other expenses: COMMUNITY OUTREACH EXPENSES

total $39,035 · program services $39,035 · management and general $0 · fundraising $0
24b · Other expenses: PROFESSIONAL DEVELOPMENT

total $12,000 · program services $12,000 · management and general $0 · fundraising $0
24c · Other expenses: HONORARIUM

total $11,025 · program services $11,025 · management and general $0 · fundraising $0
24d · Other expenses: PRINTING, POSTAGE, AND SHIPPING

total $7,554 · program services $7,554 · management and general $0 · fundraising $0
24e · All other expenses

total $11,303 · program services $3,188 · management and general $3,645 · fundraising $4,470

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $566,874 · end of year $247,925
2 · Savings and temporary cash investments

beginning of year $31,013 · end of year $37,666
3 · Pledges and grants receivable

beginning of year $299,500 · end of year $302,015
4 · Accounts receivable

beginning of year $1,026 · end of year $7,808
9 · Prepaid expenses and deferred charges

beginning of year $913 · end of year $4,631
11 · Investments: publicly traded securities

beginning of year $301,295 · end of year $380,296
14 · Intangible assets

beginning of year $3,672 · end of year $2,150
15 · Other assets

end of year $34,417
17 · Accounts payable and accrued expenses

beginning of year $165,060 · end of year $563,582
27 · Net assets without donor restrictions

beginning of year $876,803 · end of year $140,807
28 · Net assets with donor restrictions

beginning of year $162,430 · end of year $312,519

Mission and programs · 2023

Mission

TO PROVIDE A POLITICAL HOME FOR AMERICAN JEWS WHO ARE BOTH PROGRESSIVE AND ZIONIST

COMMUNITY PROGRAMMING - AT THE CORE OF THE ZIONESS MISSION IS THE GOAL OF MEMBERS ENGAGING ACROSS LINES OF DIFFERENCE ON ISSUES THEY ARE PASSIONATE ABOUT. THE ORGANIZATIONS WORK IN THIS REGARD INCLUDES BUILDING CHAPTERS IN COMMUNITIES ACROSS THE COUNTRY, TRAINING LOCAL LEADERS, BUILDING RELATIONSHIPS WITH PARTNERS, AND TAKING ACTION TO HELP SUPPORT PROGRESSIVE CAUSES AND MOVEMENTS FOR JUSTICE. ORGANIZATIONALLY, THEY ORGANIZE THEIR MEMBERS TO HELP OTHERS ORGANIZE THEIR COMMUNITIES.

Expenses $654,402
ONLINE EDUCATION - AS A GRASSROOTS ORGANIZATION WITH A DISTRIBUTED MEMBERSHIP MODEL, ONLINE EDUCATION IS A SIGNIFICANT PART OF THE ORGANIZATIONS PROGRAMMATIC STRATEGY. THEY LEVERAGE ONLINE TOOLS AND RESOURCES TO ENGAGE, EDUCATE AND TRAIN THEIR MEMBERS. THIS IS BEING DONE USING TOOLS PROVIDED ON THEIR WEBSITE, AN INTERNAL LEARNING MANAGEMENT SYSTEM, OR USING TOOLS LIKE ZOOM TO PROVIDE DIGITAL EDUCATION.

Expenses $296,167
RAPID RESPONSE - RAPID RESPONSE PROGRAMMATIC EFFORTS ARE FOCUSED ON ADDRESSING UNFOLDING CIVIC ISSUES IN REAL TIME. THIS INCLUDES ISSUES IMPACTING THE JEWISH COMMUNITY DIRECTLY, SUCH AS ACTS OF ANTISEMITISM. IT ALSO INCLUDES ISSUES IMPACTING OTHER COMMUNITIES DIRECTLY, SUCH AS ACTS OF ANTI-BLACK RACISM. THE ORGANIZATIONS PROGRAMMING IN RESPONSE TO THESE EVENTS WILL VARY, BUT INCLUDES PUBLIC STATEMENTS, PRIVATE PARTNERSHIP OUTREACH, INTERNAL MEMBER ENGAGEMENT AND EDUCATION, AND PUBLIC EVENTS.

Expenses $43,011
IN-PERSON EVENTS - IN ORDER TO HELP EXPAND AWARENESS OF ZIONESS, ITS MISSION, AND THE CAUSES IT SUPPORTS, ZIONESS PROGRAMMING INCLUDES MANY EVENTS EACH YEAR. THESE EVENTS OCCUR IN PERSON AND ONLINE AND ARE DESIGNED AS AN ONRAMP TO THE ORGANIZATION AND ITS WORK. AT TIMES, THESE EVENTS MAY FOCUS ON ISSUES OF OF CONCERN TO THE JEWISH COMMUNITY. OFTENTIMES, THESE EVENTS ARE DESIGNED TO HELP MEMBERS DEEPEN THEIR UNDERSTANDING AROUND THE ISSUES FACING OTHER MARGINALIZED COMMUNITIES. THIS COULD INVOLVE PANELS, SPEECHES BY ZIONESS LEADERSHIP, VIRTUAL WEBINARS, AND SOCIAL GATHERINGS.

Expenses $48,921 · Revenue $61,926

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

AMANDA BERMAN

FOUNDER AND EXECUTIVE DIRECTOR

Total calculated

$259,035

From this org

$243,960

From related orgs

$0

Other

$15,075

Hours/week

40

Schedule J breakdown matched by us

Base

$225,960

Bonus

$0

Other

$18,000

Deferred

$0

Nontaxable benefits

$15,075

Filer's total

$259,035
JARROD BERNSTEIN

PRESIDENT

Total calculated

$0

Hours/week

3.5
ANN LEWIS

TREASURER

Total calculated

$0

Hours/week

3.5
SARA LISS

SECRETARY

Total calculated

$0

Hours/week

3.5
ELISHA WIESEL

BOARD MEMBER

Total calculated

$0

Hours/week

1.5
ERIN SCHRODE

BOARD MEMBER

Total calculated

$0

Hours/week

1.5
MAX ROSE

BOARD MEMBER

Total calculated

$0

Hours/week

1.5
RABBI JONATHAN BLAKE

BOARD MEMBER

Total calculated

$0

Hours/week

1.5
AMY K ROTENBERG

BOARD MEMBER

Total calculated

$0

Hours/week

1.5
COURTNEY MIZEL

BOARD MEMBER

Total calculated

$0

Hours/week

1.5
NARIA HALLIWELL

BOARD MEMBER

Total calculated

$0

Hours/week

1.5

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, and on a Form 990-PF Part VIII's — 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.

Schedule J

Answered yes

None.

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 12 November 2024
IRS schema version: 2023v5.1
Source object: 202413179349306176

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