2024-11-15T18:56:28-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 383852989 MOMENTUM UNLIMITED INC MOME 2407477080 6101 EXECUTIVE BOULEVARD 240 ROCKVILLE MD 20852 BEN PERY CHIEF EXECUTIVE OFFICER 2407477080 2024-11-15 1 1 AARON M FOX P01365820 2022274000 2023 2024-10-15 13:58:12Z BEN PERY 6101 EXECUTIVE BOULEVARD 240 ROCKVILLE MD 20852 13369335 0 X WWW.MOMENTUMUNLIMITED.ORG X 2011 MD TO EMPOWER WOMEN TO CHANGE THE WORLD THROUGH JEWISH VALUES THAT TRANSFORM COMMUNITIES. 14 14 70 15 0 0 19309931 11823440 3128415 1523580 1811 22315 0 0 22440157 13369335 1122841 1343143 0 0 4889947 5489849 0 0 1817999 10021700 8173033 16034488 15006025 6405669 -1636690 13928744 12412504 4336466 4456601 9592278 7955903 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. 0 0 10210526 1343143 1523580 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. 10210526 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 51 0 1 70 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 CA CO CT FL IL MD NJ NY OH PA VA X AMY CANTOR 2407477084 6101 EXECUTIVE BOULEVARD 240 ROCKVILLE MD 20852 DEBORAH HOCHBERG PRESIDENT 10.00 X X 0 0 0 RACHEL CHAFETZ VICE-PRESIDENT 10.00 X X 0 0 0 CONNIE LINDENAUER TREASURER 10.00 X X 0 0 0 RIVKA KIDRON SECRETARY 10.00 X X 0 0 0 DAFNA BERMAN DIRECTOR 10.00 X 0 0 0 STACEY FISHER DIRECTOR 10.00 X 0 0 0 BETTY GRINSTEIN DIRECTOR 10.00 X 0 0 0 SHERYL HARTMAN DIRECTOR 10.00 X 0 0 0 MICHELLE LEADER DIRECTOR 10.00 X 0 0 0 ANDREA MAIL DIRECTOR 10.00 X 0 0 0 MANETTE MAYBERG DIRECTOR 10.00 X 0 0 0 JEFFREY SINGER DIRECTOR 10.00 X 0 0 0 HELEN ZALIK DIRECTOR 10.00 X 0 0 0 CINDY ZITELMAN DIRECTOR 10.00 X 0 0 0 BEN PERY CHIEF EXECUTIVE OFFICER 40.00 X 360000 0 35576 AMY CANTOR CHIEF FINANCIAL OFFICER 40.00 X 193000 0 35539 LORI PALATNIK FOUNDING DIRECTOR 40.00 X 118357 165699 65714 ROBYN HARTMAN DIRECTOR OF DEVELOPMENT 40.00 X 187200 0 36440 RUTH BAARS CHIEF OPERATING OFFICER 40.00 X 170000 0 36881 RONIT ZIV KREGER DIRECTOR OF EDUCATION 40.00 X 145600 0 8739 NISA FELPS DIRECTOR OF PARTNERSHIPS & 40.00 X 132100 0 32952 JESSICA MINNEN SENIOR EDUCATION SPECIALIS 40.00 X 135200 0 16705 1441457 165699 268546 8 0 1 0 GOINSPIRE 28 PARK AVENUE AIRMONT NY 10952 TOUR OPERATOR 2526427 AUTHENTIC ISRAEL 5185 MACARTHUR BLVD NW 640 WASHINGTON DC DC 20016 TOUR OPERATOR 1777865 KRAMER EDUCATION GROUP LLC 240 WEST CRESCENT AVENUE ALLENDALE NJ 07401 BUSINESS CONSULTING 174423 IRA GINZBURG MOSHE SNE 5 APR 9 MODIIN IS 7178569 GRAPHIC DESIGN AND MARKETING 162293 BALD CREATIVE LLC 1938 TOWNSEND ATLANTA GA 30329 MARKETING 125431 5 1556258 10267182 11823440 CONFERENCE FEES 900099 1455428 1455428 SPEAKER FEES 900099 61173 61173 SERVICE FEE 900099 6979 6979 1523580 22315 22315 13369335 1523580 0 22315 X 12500 12500 1330643 1330643 980514 393565 227665 359284 3560062 2569579 577762 412721 112488 82403 17893 12192 527136 375458 89949 61729 309649 204492 54591 50566 79372 79372 51966 51966 2396576 1543714 852862 304867 201334 53748 49785 772628 500569 141237 130822 411052 271459 72468 67125 475811 314226 83885 77700 3211417 2120820 566173 524424 30574 30574 176859 116798 31180 28881 DUES & SUBSCRIPTIONS 261911 172966 46175 42770 15006025 10210526 2977500 1817999 6141 238221 3864879 2454551 8207242 8776124 321297 244559 255912 65000 76518 276171 678362 327229 420877 351133 666 316 775212 6429 13928744 12412504 1913782 1121544 883690 2610054 744316 725003 794678 0 4336466 4456601 X 1875464 40188 7716814 7915715 9592278 7955903 13928744 12412504 -1636690 315 0 X 0 1 X 0 0 X 11102637 6087098 7861644 19309931 11823440 56184750 11102637 6087098 7861644 19309931 11823440 56184750 11164070 45020680 766 691 2804 1811 22315 28387 13728 8703 22431 56235568 8626906 0.80060 0.79570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 13,728. 2020 AMOUNT: $ 8,703. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86282 86282 592080 327229 264851 351133 X PART X, LINE 2: MANAGEMENT REVIEWS AND ASSESSES ALL ACTIVITIES ANNUALLY TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAINTY IN INCOME TAX. FOR THE YEAR ENDED DECEMBER 31, 2023, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAX REQUIRING RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 0 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 367678 NORTH AMERICA 0 0 GRANTMAKING 347251 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 333579 SOUTH AMERICA 0 0 GRANTMAKING 154658 SOUTH ASIA 0 0 GRANTMAKING 75870 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 49607 0 0 0 0 0 0 1328643 0 1328643 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PAID TRIP COSTS 367678 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PAID TRIP COSTS 347251 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PAID TRIP COSTS 335579 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, PAID TRIP COSTS 154658 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, PAID TRIP COSTS 75870 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PAID TRIP COSTS 49607 0 6 0 0 1 0 0 0 PART I, LINE 2: MOMENTUM PROVIDES SUPPORT TO ITS CONTROLLED AFFILIATE, MOMENTUM EXPERIENCE ISRAEL. MANAGEMENT OF MOMENTUM MONITORS AND REVIEWS THE COSTS OF MOMENTUM EXPERIENCE ISRAEL ON A MONTHLY BASIS. 1 AMERICAN FRIENDS OF THE JERUSALEM KOLLEL 190 GLEN AVENUE SOUTH LAKEWOOD NJ 08701 201320557 501(C)(3) 12500 0 GENERAL SUPPORT 1 PART I, LINE 2: GENERAL SUPPORT CONTRIBUTIONS ARE MADE TO ESTABLISHED ORGANIZATIONS WHOSE MISSION AND GOALS ALIGN WITH THAT OF MOMENTUM. THE OPERATIONAL SUCCESS AND ACCOMPLISHMENTS OF THE GRANTEE ARE REVIEWED BY MANAGEMENT OF MOMENTUM. X X X X 0 0 0 0 0 0 0 1 0 BEN PERY CHIEF EXECUTIVE OFFICER 300000 0 0 0 60000 0 12000 0 23576 0 395576 0 0 0 LORI PALATNIK FOUNDING DIRECTOR 118357 165699 0 0 0 0 4734 0 31634 29346 154725 195045 0 0 AMY CANTOR CHIEF FINANCIAL OFFICER 193000 0 0 0 0 0 7720 0 27819 0 228539 0 0 0 ROBYN HARTMAN DIRECTOR OF DEVELOPMENT 187200 0 0 0 0 0 7488 0 28952 0 223640 0 0 0 RUTH BAARS CHIEF OPERATING OFFICER 170000 0 0 0 0 0 6800 0 30081 0 206881 0 0 0 NISA FELPS DIRECTOR OF PARTNERSHIPS & 132100 0 0 0 0 0 5284 0 27668 0 165052 0 0 0 RONIT ZIV KREGER DIRECTOR OF EDUCATION 145600 0 0 0 0 0 5824 0 2915 0 154339 0 0 0 JESSICA MINNEN SENIOR EDUCATION SPECIALIS 135200 0 0 0 0 0 5408 0 11297 0 151905 0 0 0 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. FORM 990, PART VI, SECTION A, LINE 8A WHILE CONTEMPORANEOUS APPROVAL OF ALL MINUTES IN ACCORDANCE WITH THE DEFINITION PRESCRIBED BY THE IRS FOR THIS QUESTION ARE NOT ALWAYS PRESENT, WRITTEN MINUTES ARE MAINTAINED FOR ALL BOARD MEETINGS DOCUMENTING KEY DISCUSSIONS AND DECISIONS. FORM 990, PART VI, SECTION A, LINE 8B WRITTEN MINUTES ARE MAINTAINED FOR THE FINANCE COMMITTEE OF THE BOARD ONLY. CONTEMPORANEOUS APPROVAL IS NOT DOCUMENTED FOR THESE COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS RECEIVED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND THE BOARD TREASURER. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED WITH THE CONFLICT OF INTEREST POLICY AND REQUIRED TO COMPLETE AND SIGN THIS FORM. DISINTERESTED MEMBERS OF THE EXECUTIVE COMMITTEE MAKE A DETERMINATION AS TO WHETHER A PROHIBITED CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE (IF ANY). THE EXECUTIVE COMMITTEE INFORMS THE BOARD OF DIRECTORS OF SUCH DETERMINATION AND ACTION. THE BOARD OF DIRECTORS RETAINS THE ULTIMATE ENFORCEMENT AUTHORITY WITH RESPECT TO THE INTERPRETATION AND APPLICATION OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS USES COMPARATIVE MARKET VALUE COMPENSATION TO DETERMINE THE CHIEF EXECUTIVE OFFICER AND FOUNDING DIRECTOR'S COMPENSATION AND THE DECISION IS CONTEMPORANEOUSLY DOCUMENTED. THE BOARD OF DIRECTORS EXECUTED AN EMPLOYMENT CONTRACT DATED 10/14/2020. MOMENTUM'S LAST COMPENSATION STUDY WAS COMPLETED MAY 2022. FORM 990, PART VI, SECTION C, LINE 19 MOMENTUM MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G HR & RECRUITMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 75,308. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,308. PAYROLL ADMISTRATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,342. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,342. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 760,212. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 760,212. EVAL TOOLS DEV AND TRANSLATION: PROGRAM SERVICE EXPENSES 120,875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,875. PROGRAMMING: PROGRAM SERVICE EXPENSES 1,422,839. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,422,839. MOMENTUM EXPERIENCE ISRAEL 4 WEIZMANN ST TEL AVIV IS 6423904 515418374 EMPOWER WOMEN TO CHANGE THE WORLD THROUGH JEWISH VALUES IS FOREIGN CHARITY 0 MOMENTUM CANADA 21 NADOLNY SACHS PRIVATE OTTAWA CA K2A 1R9 973487200 GLOBAL INITIATIVE DESIGNED TO FOSTER UNITY WITHIN JEWISH COMMUNITIES. CA FOREIGN CHARITY MOMENTUM UNLIMITED INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MOMENTUM EXPERIENCE ISRAEL B 1330643 FAIR VALUE