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Nonprofiteer
← MOMENTUM UNLIMITED INC

Form 990 for tax year 2024

Filed by MOMENTUM UNLIMITED INC.

Totals

Total revenue
$11,915,373
Total expenses
$15,120,359
Contributions and grants received
$10,588,629
Grants paid
$1,352,652
Program service revenue
$1,310,309
Investment income
$16,435
Other revenue
$0
Total assets, end of year
$9,396,699
Total liabilities, end of year
$4,646,097
Net assets or fund balances, end of year
$4,750,602
Program services expenses (Part IX)
$11,158,019
Management and general expenses
$2,349,404
Fundraising expenses
$1,612,936
Program service expenses (Part III)
$11,158,019

Program services were 73.8% 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)

    $1,802,191

  • 1f · All other contributions, gifts and grants

    $8,786,438

  • 2a · Program service revenue: CONFERENCE FEES

    total $1,244,178 · related or exempt $1,244,178

  • 2b · Program service revenue: SERVICE FEES

    total $55,280 · related or exempt $55,280

  • 2c · Program service revenue: SPEAKER FEES

    total $10,851 · related or exempt $10,851

  • 3 · Investment income

    total $16,435 · excluded $16,435

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,000 · program services $8,000

  • 3 · Grants to foreign organizations and individuals

    total $1,344,652 · program services $1,344,652

  • 5 · Compensation of officers, directors and key employees

    total $1,011,274 · program services $534,967 · management and general $215,205 · fundraising $261,102

  • 7 · Other salaries and wages

    total $3,472,814 · program services $2,290,889 · management and general $357,639 · fundraising $824,286

  • 8 · Pension plan contributions

    total $108,133 · program services $72,811 · management and general $10,271 · fundraising $25,051

  • 9 · Other employee benefits

    total $510,352 · program services $336,880 · management and general $54,044 · fundraising $119,428

  • 10 · Payroll taxes

    total $303,023 · program services $192,147 · management and general $37,839 · fundraising $73,037

  • 11b · Fees: legal

    total $142,201 · management and general $142,201

  • 11c · Fees: accounting

    total $82,372 · management and general $82,372

  • 11g · Fees: other

    total $1,288,226 · program services $920,034 · management and general $318,257 · fundraising $49,935

  • 12 · Advertising and promotion

    total $345,101 · program services $339,905 · management and general $2,272 · fundraising $2,924

  • 13 · Office expenses

    total $243,607 · program services $57,952 · management and general $165,765 · fundraising $19,890

  • 14 · Information technology

    total $114,392 · program services $72,536 · management and general $14,284 · fundraising $27,572

  • 16 · Occupancy

    total $311,111 · program services $197,276 · management and general $38,848 · fundraising $74,987

  • 17 · Travel

    total $529,935 · program services $168,059 · management and general $279,957 · fundraising $81,919

  • 19 · Conferences, conventions and meetings

    total $23,409 · program services $18,060 · management and general $2,950 · fundraising $2,399

  • 20 · Interest

    total $54,333 · management and general $54,333

  • 22 · Depreciation, depletion and amortization

    total $185,562 · program services $117,665 · management and general $23,171 · fundraising $44,726

  • 24a · Other expenses: ISRAEL TOUR

    total $2,993,861 · program services $2,993,861

  • 24b · Other expenses: LEADERSHIP SUMMITS

    total $1,480,217 · program services $1,480,217

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $296,290 · program services $11,556 · management and general $279,970 · fundraising $4,764

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $206,033 · management and general $206,033

  • 24e · All other expenses

    total $65,461 · program services $552 · management and general $63,993 · fundraising $916

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $238,221 · end of year $239,411

  • 2 · Savings and temporary cash investments

    beginning of year $2,454,551 · end of year $2,523,806

  • 3 · Pledges and grants receivable

    beginning of year $8,776,124 · end of year $5,867,566

  • 4 · Accounts receivable

    beginning of year $244,559 · end of year $63,168

  • 7 · Other notes and loans receivable

    beginning of year $65,000 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $276,171 · end of year $114,358

  • 10a · Land, buildings and equipment: cost or other basis

    $635,173

  • 10b · Land, buildings and equipment: accumulated depreciation

    $469,603

  • 10c · Land, buildings and equipment, net

    beginning of year $351,133 · end of year $165,570

  • 11 · Investments: publicly traded securities

    beginning of year $316 · end of year $0

  • 15 · Other assets

    beginning of year $6,429 · end of year $422,820

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,121,544 · end of year $1,086,797

  • 19 · Deferred revenue

    beginning of year $2,610,054 · end of year $2,399,026

  • 24 · Unsecured notes and loans payable

    beginning of year $725,003 · end of year $955,151

  • 25 · Other liabilities

    beginning of year $0 · end of year $205,123

  • 27 · Net assets without donor restrictions

    beginning of year $40,188 · end of year $221,460

  • 28 · Net assets with donor restrictions

    beginning of year $7,915,715 · end of year $4,529,142

Mission and programs · 2024

Mission

WE PROVIDE EDUCATIONAL AND TRANSFORMATIVE EXPERIENCES WITH LEARNING OPPORTUNITIES FOR JEWS OF ALL BACKGROUNDS, TO LEARN MORE ABOUT THEIR HERITAGE AND HOW IT IMPACTS THEIR LIVES.

Activities or mission (Part I)

TO EMPOWER WOMEN TO CHANGE THE WORLD THROUGH JEWISH VALUES THAT TRANSFORM COMMUNITIES.

  • THROUGH MULTIPLE INITIATIVES, MOMENTUM INVITES GLOBAL JEWISH COMMUNITIES TO ENGAGE DEEPLY WITH JEWISH LIFE AND IDENTITY. MOMENTUM'S FLAGSHIP PROGRAM, DEVELOPED IN PARTNERSHIP WITH GLOBAL JEWISH ORGANIZATIONS, OFFERS A TRANSFORMATIVE, SUBSIDIZED 8-DAY TRIP TO ISRAEL AND ONGOING COMMUNITY-BASED ENGAGEMENT. MOMENTUM'S WOMEN'S LEADERSHIP DEPARTMENT EMPOWERS JEWISH LEADERS AND INSTITUTIONS THROUGH COMMUNAL LEADERSHIP SKILL BUILDING. ADDITIONAL OFFERINGS LIKE PODCASTS, DIGITAL CONTENT, CAMPAIGNS, AND OUR APP, YOMM, PROVIDE DIVERSE OPPORTUNITIES TO EXPLORE JEWISH WISDOM, HISTORY, AND CONTEMPORARY ISSUES.

    Expenses $11,158,019 · Grants $1,352,652 · Revenue $1,310,309

As filed on the 2024 return.

Listed in Part VII

  • Deborah Hochberg

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • Rachel Chafetz

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • Connie Lindenauer Treasurer

    PRESIDENT-ELECT - AS OF 10/24

    Total calculated
    $0
    Hours/week
    10
  • Rivka Kidron

    SECRETARY

    Total calculated
    $0
    Hours/week
    10
  • Helen Zalik

    IMMEDIATE PAST-PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • Judith Benchabo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10
  • Dafna Berman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10
  • Karen Davidson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10
  • Stacey Fisher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10
  • Betty Grinstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10
  • Sheryl Hartman

    DIRECTOR - UNTIL 01/2024

    Total calculated
    $0
    Hours/week
    10
  • Michelle Leader

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10
  • Andrea Mail

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10
  • Manette Mayberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10
  • Jeffrey Singer

    DIRECTOR - UNTIL 09/2024

    Total calculated
    $0
    Hours/week
    10
  • Wendy Lovell-Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10
  • Cindy Zitelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10
  • Ben Pery

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $396,234
    From this org
    $359,082
    From related orgs
    $0
    Other
    $37,152
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,082
    Bonus
    $0
    Other
    $60,000
    Deferred
    $12,358
    Nontaxable benefits
    $24,794
    Filer's total
    $396,234
  • Amy Cantor

    CHIEF FINANCIAL OFFICER

    Total calculated
    $226,598
    From this org
    $192,530
    From related orgs
    $0
    Other
    $34,068
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,730
    Bonus
    $5,800
    Other
    $0
    Deferred
    $7,807
    Nontaxable benefits
    $26,261
    Filer's total
    $226,598
  • Lori Palatnik

    FOUNDING DIRECTOR

    Total calculated
    $347,315
    From this org
    $182,071
    From related orgs
    $111,395
    Other
    $53,849
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $178,714 + $111,395 related
    Bonus
    $0
    Other
    $3,357
    Deferred
    $7,420
    Nontaxable benefits
    $26,994 + $19,435 related
    Filer's total
    $216,485 + $130,830 related
  • Orit Mizner

    CHIEF OPERATING OFFICER

    Total calculated
    $171,957
    From this org
    $157,816
    From related orgs
    $0
    Other
    $14,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,816
    Bonus
    $0
    Other
    $0
    Deferred
    $3,846
    Nontaxable benefits
    $10,295
    Filer's total
    $171,957
  • Robyn Hartman

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $223,901
    From this org
    $184,613
    From related orgs
    $0
    Other
    $39,288
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,963
    Bonus
    $5,650
    Other
    $0
    Deferred
    $7,572
    Nontaxable benefits
    $31,716
    Filer's total
    $223,901
  • Ronit Ziv Kreger

    DIRECTOR OF EDUCATION

    Total calculated
    $159,145
    From this org
    $151,515
    From related orgs
    $0
    Other
    $7,630
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,115
    Bonus
    $4,400
    Other
    $0
    Deferred
    $5,885
    Nontaxable benefits
    $1,745
    Filer's total
    $159,145
  • Nisa Felps

    DIRECTOR OF PARTNERSHIPS & PROGRAM

    Total calculated
    $159,926
    From this org
    $128,171
    From related orgs
    $0
    Other
    $31,755
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,171
    Bonus
    $4,000
    Other
    $0
    Deferred
    $4,016
    Nontaxable benefits
    $27,739
    Filer's total
    $159,926
  • Jessica Minnen

    SENIOR EDUCATION SPECIALIST

    Total calculated
    $154,434
    From this org
    $138,884
    From related orgs
    $0
    Other
    $15,550
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,034
    Bonus
    $4,850
    Other
    $0
    Deferred
    $5,473
    Nontaxable benefits
    $10,077
    Filer's total
    $154,434
  • Andrea Gottlieb

    REGIONAL ENGAGEMENT DIRECTOR

    Total calculated
    $125,390
    From this org
    $120,702
    From related orgs
    $0
    Other
    $4,688
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
BONUSES FOR EMPLOYEES, INCLUDING OFFICERS, ARE DISCRETIONARY. THE CHIEF EXECUTIVE OFFICER APPROVES ANY BONUS FOR ALL OTHER DIRECTORS AND THE BOARD OF DIRECTORS DETERMINES ANY BONUS FOR THE CHIEF EXECUTIVE OFFICER AND FOUNDING DIRECTOR.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • MOMENTUM EXPERIENCE ISRAEL

    EMPOWER WOMEN TO CHANGE THE WORLD THROUGH JEWISH VALUES · IS

  • MOMENTUM CANADA

    GLOBAL INITIATIVE DESIGNED TO FOSTER UNITY WITHIN JEWISH COMMUNITIES. · CA · controlled entity

    Directly controlled by MOMENTUM UNLIMITED INC

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202543189349302099

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