2025-11-14T09:47:05-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 383852989 MOMENTUM UNLIMITED INC MOME 2407477080 6101 EXECUTIVE BOULEVARD 385 ROCKVILLE MD 20852 AMY CANTOR CHIEF FINANCIAL OFFICER 2407477080 2025-11-13 1 1 AARON M FOX P01365820 2022274000 2024 2025-03-06 01:10:19Z X AMY CANTOR 6101 EXECUTIVE BOULEVARD 385 ROCKVILLE MD 20852 11915373 0 X WWW.MOMENTUMUNLIMITED.ORG X 2011 MD TO EMPOWER WOMEN TO CHANGE THE WORLD THROUGH JEWISH VALUES THAT TRANSFORM COMMUNITIES. 15 15 52 17 0 0 11823440 10588629 1523580 1310309 22315 16435 0 0 13369335 11915373 1343143 1352652 0 0 5489849 5405596 0 0 1612936 8173033 8362111 15006025 15120359 -1636690 -3204986 12412504 9396699 4456601 4646097 7955903 4750602 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 11158019 1352652 1310309 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. 11158019 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 1 0 0 1 49 0 1 52 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 385 ROCKVILLE MD 20852 DEBORAH HOCHBERG PRESIDENT 10.00 0.00 X X 0 0 0 RACHEL CHAFETZ VICE-PRESIDENT 10.00 0.00 X X 0 0 0 CONNIE LINDENAUER TREASURER PRESIDENT-ELECT - AS OF 10/24 10.00 0.00 X X 0 0 0 RIVKA KIDRON SECRETARY 10.00 0.00 X X 0 0 0 HELEN ZALIK IMMEDIATE PAST-PRESIDENT 10.00 0.00 X X 0 0 0 JUDITH BENCHABO DIRECTOR 10.00 0.00 X 0 0 0 DAFNA BERMAN DIRECTOR 10.00 0.00 X 0 0 0 KAREN DAVIDSON DIRECTOR 10.00 0.00 X 0 0 0 STACEY FISHER DIRECTOR 10.00 0.00 X 0 0 0 BETTY GRINSTEIN DIRECTOR 10.00 0.00 X 0 0 0 SHERYL HARTMAN DIRECTOR - UNTIL 01/2024 10.00 0.00 X 0 0 0 MICHELLE LEADER DIRECTOR 10.00 0.00 X 0 0 0 ANDREA MAIL DIRECTOR 10.00 0.00 X 0 0 0 MANETTE MAYBERG DIRECTOR 10.00 0.00 X 0 0 0 JEFFREY SINGER DIRECTOR - UNTIL 09/2024 10.00 0.00 X 0 0 0 WENDY LOVELL-SMITH DIRECTOR 10.00 0.00 X 0 0 0 CINDY ZITELMAN DIRECTOR 10.00 0.00 X 0 0 0 BEN PERY CHIEF EXECUTIVE OFFICER 40.00 0.00 X 359082 0 37152 AMY CANTOR CHIEF FINANCIAL OFFICER 40.00 0.00 X 192530 0 34068 LORI PALATNIK FOUNDING DIRECTOR 20.00 20.00 X 182071 111395 53849 ORIT MIZNER CHIEF OPERATING OFFICER 40.00 0.00 X 157816 0 14141 ROBYN HARTMAN DIRECTOR OF DEVELOPMENT 40.00 0.00 X 184613 0 39288 RONIT ZIV KREGER DIRECTOR OF EDUCATION 40.00 0.00 X 151515 0 7630 NISA FELPS DIRECTOR OF PARTNERSHIPS & PROGRAM 40.00 0.00 X 128171 0 31755 JESSICA MINNEN SENIOR EDUCATION SPECIALIST 40.00 0.00 X 138884 0 15550 ANDREA GOTTLIEB REGIONAL ENGAGEMENT DIRECTOR 40.00 0.00 X 120702 0 4688 1615384 111395 238121 16 0 1 0 GOINSPIRE 28 PARK AVENUE AIRMONT NY 10952 TOUR OPERATOR 1760030 AUTHENTIC ISRAEL 5185 MACARTHUR BLVD NW 640 WASHINGTON DC 20016 TOUR OPERATOR 523590 BALD CREATIVE LLC 1938 TOWNSEND ATLANTA GA 30329 MARKETING 454875 IRA GINZBURG MOSHE SNE 5 APR 9 MODIIN IS 7178569 GRAPHIC DESIGN AND MARKETING 163927 KRAMER EDUCATION GROUP LLC 474 WEST 246TH STREET RIVERDALE NY 10471 BUSINESS CONSULTING 147900 7 1802191 8786438 10588629 CONFERENCE FEES 900099 1244178 1244178 SERVICE FEES 900099 55280 55280 SPEAKER FEES 900099 10851 10851 1310309 16435 16435 11915373 1310309 0 16435 8000 8000 1344652 1344652 1011274 534967 215205 261102 3472814 2290889 357639 824286 108133 72811 10271 25051 510352 336880 54044 119428 303023 192147 37839 73037 142201 142201 82372 82372 1288226 920034 318257 49935 345101 339905 2272 2924 243607 57952 165765 19890 114392 72536 14284 27572 311111 197276 38848 74987 529935 168059 279957 81919 23409 18060 2950 2399 54333 54333 185562 117665 23171 44726 ISRAEL TOUR 2993861 2993861 LEADERSHIP SUMMITS 1480217 1480217 DUES & SUBSCRIPTIONS 296290 11556 279970 4764 BAD DEBT EXPENSE 206033 206033 65461 552 63993 916 15120359 11158019 2349404 1612936 238221 239411 2454551 2523806 8776124 5867566 244559 63168 65000 0 276171 114358 635173 469603 351133 165570 316 0 6429 422820 12412504 9396699 1121544 1086797 2610054 2399026 725003 955151 0 205123 4456601 4646097 X 40188 221460 7915715 4529142 7955903 4750602 12412504 9396699 -3204986 -315 0 X 0 1 X 0 0 X 6087098 7861644 19309931 11823440 10588629 55670742 6087098 7861644 19309931 11823440 10588629 55670742 9747215 45923527 691 2804 1811 22315 16435 44056 8703 8703 55723501 7005414 0.82410 0.80060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 8,703. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86282 43562 42720 548891 426041 122850 165570 OPERATING LEASE LIABILITY 205123 205123 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, 2024, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAX REQUIRING RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES LEADERSHIP SUMMIT RETREAT COSTS 50129 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 1344652 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES ISRAEL TOUR COSTS 2996640 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES LEADERSHIP SUMMIT RETREAT COSTS 126751 0 1 0 0 0 1 4518172 0 4518172 MIDDLE EAST AND NORTH AFRICA GENERAL OPERATING SUPPORT 1344652 0 1 0 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) 8000 0 GENERAL SUPPORT 1 0 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 299082 0 0 0 60000 0 12358 0 24794 0 396234 0 0 0 LORI PALATNIK FOUNDING DIRECTOR 178714 111395 0 0 3357 0 7420 0 26994 19435 216485 130830 0 0 AMY CANTOR CHIEF FINANCIAL OFFICER 186730 0 5800 0 0 0 7807 0 26261 0 226598 0 0 0 ROBYN HARTMAN DIRECTOR OF DEVELOPMENT 178963 0 5650 0 0 0 7572 0 31716 0 223901 0 0 0 ORIT MIZNER CHIEF OPERATING OFFICER 157816 0 0 0 0 0 3846 0 10295 0 171957 0 0 0 NISA FELPS DIRECTOR OF PARTNERSHIPS & PROGRAM 124171 0 4000 0 0 0 4016 0 27739 0 159926 0 0 0 RONIT ZIV KREGER DIRECTOR OF EDUCATION 147115 0 4400 0 0 0 5885 0 1745 0 159145 0 0 0 JESSICA MINNEN SENIOR EDUCATION SPECIALIST 134034 0 4850 0 0 0 5473 0 10077 0 154434 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 A 3-YEAR EMPLOYMENT CONTRACT DATED 10/14/2022 FOR THE CHIEF EXECUTIVE OFFICER AND A 1-YEAR EMPLOYMENT CONTRACT TO COVER THE ENTIRETY OF 2024 FOR THE FOUNDING DIRECTOR DATED 12/15/2023. 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. MOMENTUM EXPERIENCE ISRAEL 4 WEIZMANN ST TEL AVIV IS 6423904 515418374 EMPOWER WOMEN TO CHANGE THE WORLD THROUGH JEWISH VALUES IS FOREIGN CHARITY N/A 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 1 0 0 1 0 0 0 0 MOMENTUM EXPERIENCE ISRAEL B 1344652 FMV MOMENTUM CANADA L 201430 FMV MOMENTUM EXPERIENCE ISRAEL O 130830 FMV