Civic Intelligence

Moving Traditions

990 • Fiscal year 2021 • EIN 34-2015014

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 21, 2022

Organization ProfileWWW.MOVINGTRADITIONS.ORG

View Organization Page

8380 Old York RoadElkins Park, PA 19027

(215) 887-4511

Siviq Scores

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

Liabilities / Assets

66th percentile

0.18x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.17x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

54th percentile

15%

Higher net margin than 54% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$235,015

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

21%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$3,152,130

Up $394,776 (+14%) from 2020

Net Assets

Up

$2,572,286

Up $509,586 (+25%) from 2020

Liabilities

Down

$579,844

Down $114,810 (-17%) from 2020

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin54th percentile

Revenue

Up

$3,463,085

Up $594,528 (+21%) from 2020

Expenses

Up

$2,953,499

Up $133,830 (+4.7%) from 2020

Net Income

Up

$509,586

Up $460,698 (+942%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $1,029,045Liabilities 2015: $62,750Net Assets 2015: $966,2952015Assets 2016: $1,550,302Liabilities 2016: $83,263Net Assets 2016: $1,467,0392016Assets 2017: $2,074,735Liabilities 2017: $67,327Net Assets 2017: $2,007,4082017Assets 2018: $1,890,626Liabilities 2018: $79,376Net Assets 2018: $1,811,2502018Assets 2020: $2,757,354Liabilities 2020: $694,654Net Assets 2020: $2,062,7002020Assets 2021: $3,152,130Liabilities 2021: $579,844Net Assets 2021: $2,572,2862021Assets 2022: $2,589,023Liabilities 2022: $199,643Net Assets 2022: $2,389,3802022Assets 2024: $4,204,346Liabilities 2024: $220,732Net Assets 2024: $3,983,6142024

Highlighted filing

2021

Assets$3,152,130
Liabilities$579,844
Net Assets$2,572,286
Open 2021 Filing

Operations Trend

Revenue Growth59th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $2,084,213Expenses 2015: $2,015,293Net Income 2015: $68,9202015Revenue 2016: $2,791,033Expenses 2016: $2,290,289Net Income 2016: $500,7442016Revenue 2017: $3,385,743Expenses 2017: $2,845,374Net Income 2017: $540,3692017Revenue 2018: $2,667,291Expenses 2018: $2,863,449Net Income 2018: -$196,1582018Revenue 2020: $2,868,557Expenses 2020: $2,819,669Net Income 2020: $48,8882020Revenue 2021: $3,463,085Expenses 2021: $2,953,499Net Income 2021: $509,5862021Revenue 2022: $3,339,694Expenses 2022: $3,522,600Net Income 2022: -$182,9062022Revenue 2024: $4,345,680Expenses 2024: $3,788,449Net Income 2024: $557,2312024

Highlighted filing

2021

Revenue$3,463,085
Expenses$2,953,499
Net Income$509,586
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 21, 2022
Return Version
2021v4.1
Gross Receipts
$3,463,085
Mission and Program Overview

Mission

Moving traditions' mission is to embolden youth by fostering self-discovery, challenging sexism, and inspiring a commitment to jewish life and learning. Through our field-tested groups, rosh hodesh, shevet, and tzelem, and through our program for b'nai mitzvah, moving traditions creates experiences that inspire jewish teens, preteens and parents to openly explore fundamental questions of identity and society. We help teens and preteens reach their full potential by connecting relevant content with enduring jewish values, and by fostering positive peer-to-peer relationships through our trained clergy and educator-mentors. With the guidance of moving traditions, more youth are growing into adulthood with confidence, compassion, and a lifetime commitment to jewish community.

Moving traditions' mission is to embolden youth by fostering self-discovery, challenging sexism, and inspiring a commitment to jewish life and learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,765,163$2,128,398▲ $363,235
Pledges and Grants Receivable$419,464$403,776▼ $15,688
Cash and Non-Interest-Bearing Accounts$396,759$181,647▼ $215,112
Land, Buildings, and Equipment, Net$67,930$80,717▲ $12,787
Prepaid Expenses and Deferred Charges$101,788$47,416▼ $54,372
Total Assets$2,757,354$3,152,130▲ $394,776
Other Assets Total$6,250$310,176▲ $303,926
Liabilities
Other Liabilities$400,400$421,277▲ $20,877
Accounts Payable and Accrued Expenses$294,254$158,567▼ $135,687
Total Liabilities$694,654$579,844▼ $114,810
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,707,616$2,217,202▲ $509,586
Net Assets With Donor Restrictions$355,084$355,084→ $0
Total Net Assets Fund Balance$2,062,700$2,572,286▲ $509,586
Total Liabilities and Net Assets / Fund Balance$2,757,354$3,152,130▲ $394,776

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$64,985$142,828$207,813
Other Land Buildings$15,732$105,532$121,264
Land$0--
Other Assets Org$303,926--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah MeyerFounder & CEOFT$208,992$26,023$235,015
Deborah Meyer--$208,992$26,023$235,015
Robin CohenCFOFT$117,733$19,206$136,939
Lisa GerstenChief of External RelationsFT$116,016$17,262$133,278
Brian MonoVP, Chief of AdvancementFT$108,926$15,967$124,893
Alisha PedowitzCalifornia DirectorFT$109,090$12,956$122,046

Board Members and Trustees

NameTitle
Darcie CrystalChair
Dena KleinVice Chair
Bethany ShinerDirector
Elyse EverettDirector
Hope SuttinDirector
Lori KoffmanDirector
Mike MarkovitsDirector
Sheryl KayeDirector
Suzanne FeldDirector
Tami AstorinoDirector
Jonathan KrasnerSecretary
Bobby ZukerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,315,200
Program Service Revenue
$136,941
Investment Income
$7,638
Other Revenue
$3,306
All Other Contributions
$2,610,874
Change in Net Assets
$509,586

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,463,085
Revenue Not Reported on Form 990
$33,168
Total Revenue per Audited Statements
$3,496,253
Total Revenue per Form 990
$3,463,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,394,728
Other Expenses$558,771
Total Fundraising Expense$280,493
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,397,053$99,211$159,820$1,656,084
Fees for Services Other$293,004$22,214$27,942$343,160
Current Officers, Directors, Trustees, and Key Employees$206,421$90,485$31,619$328,525
Other Employee Benefits$193,795$23,193$23,406$240,394
Payroll Taxes$136,825$16,375$16,525$169,725
Information Technology$50,117$5,197$5,245$60,559
Office Expenses$47,764$4,985$5,031$57,780
Occupancy$41,293$1,774$4,987$48,054
Depreciation Depletion$18,571$2,223$2,243$23,037
Fees for Services Accounting$5,441$9,068$3,627$18,136
Other Expenses$5,827$3$3$5,833
Conferences and Meetings$1,733$20$20$1,773
Travel$389$25$25$439
Total Functional Expenses$2,398,233$274,773$280,493$2,953,499

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,986,667
Expenses per Audited Statements$2,953,499
Total Expenses per Form 990$2,953,499
Expenses Not Reported on Form 990$33,168
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
Paycheck Protection Program Loan Advance$421,277
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Moving Traditions
EIN
34-2015014
Phone
2158874511
Address
8380 OLD YORK ROAD, ELKINS PARK, PA 19027

Signing Officer

Name
Michelle Karkowsky
Title
CEO
Phone
2158874511
Signed
2022-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Karkowsky
Formed
2005
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
23
Volunteers
13

Preparer

Firm
Renzi Bernardi Suarez & Co
Address
51 Haddonfield Road Suite 100, Cherry Hill, NJ 08002
Preparer
Edward A Suarez CPA MBA
Phone
8568587887
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The audit committee reviews the final draft of the 990 before it is filed.”

Pt VI, Line 12C

“Board and staff are required to disclose and sign conflict of interest statements annually”

Pt VI, Line 15A

“The executive director's compensation is based on her performance through an annual review and market comparisions. Her salary history is compared to comparable organizations (total compensation, compensation/revenue, compensation/total organization compensation). This is unanimously approved by the board.”

Pt VI, Line 19

“Governing documents and financial statements are made available upon request.”

Form 990, Part IX, Line 11G

“Project consultants 243993. 243993. 0. 0.”

Form 990, Part IX, Line 11G

“Other professional fees 99167. 49011. 22214. 27942.”

Financial Statement Notes

Pt X, Line 2

“The Organization has adopted current accounting principles for uncertain income tax positions that require evaluation of tax positions taken on its income tax returns and recognizing a tax asset or liability if the position would not be sustained under audit. The Organization's policy is to record interest and penalties from tax examinations as income taxes. For federal income tax purposes, the returns remain open for possible examination three years after they are filed.”

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IRS990/Desc0MOVING TRADITIONS' FOUR MAIN PROGRAMS ARE B'NAI MITZVAH FOR 6TH AND 7TH GRADERS AND THEIR PARENTS; OUR EXPERIENTIAL EDUCATION TEEN GROUPS, ROSH HODESH, SHEVET, AND TZELEM; KOL KOLEINU FEMINIST TEEN FELLOWSHIP; AND CULTURESHIFT, OUR "TRAIN-THE-TRAINER" PROGRAM FOR JEWISH INFORMAL EDUCATION PROGRAMS. MOVING TRADITIONS PARTNERS WITH CONGREGATIONS, JEWISH COMMUNITY CENTERS, CAMPS, AND OTHER AGENCIES AND INDIVIDUALS TO DELIVER OUR RESEARCHED-BASED PROGRAMS, AND WE TRAIN THE ADULTS WHO FACILITATE THEM. EACH PROGRAM CONNECTS JEWISH TEACHINGS AND SOCIAL-EMOTIONAL LEARNINGS TO EMBOLDEN JEWISH PRETEENS AND TEENS TO RESIST RESTRICTIVE GENDER NORMS AND TO FOSTER MEANINGFUL, FLOURISHING, AND JEWISH LIVES. MOVING TRADITIONS' B-MITZVAH PROGRAM HELPS 6TH AND 7TH GRADERS AND THEIR PARENTS TO DEVELOP STRONG COMMUNICATION AND EMPATHY, AND THE CAROL LOWENSTEIN MOVING TRADITIONS B-MITZVAH TRAINING INSTITUTE PREPARES CLERGY AND EDUCATORS TO LEAD MEANINGFUL, JEWISH CONVERSATIONS TO HELP FAMILIES NAVIGATE THIS IMPORTANT "COMING OF AGE" CELEBRATION, AND HELP THEM REIMAGINE THE CELEBRATION DURING THE PANDEMIC. MOVING TRADITIONS B-MITZVAH PROGRAM OPERATED NATIONALLY IN 2021-22 WITH 115 PARTNERS, TRAINING 138 CLERGY AND EDUCATORS AND SERVING 3,565 6TH AND 7TH GRADERS AND THEIR 4,278 PARENTS. MOVING TRADITION'S TEEN GROUPS - ROSH HODESH FOR GIRLS, SHEVET FOR BOYS AND TZELEM FOR TRANSGENDER AND NONBINARY TEENS - CONNECTS THE ISSUES TEENS CARE ABOUT MOST (SUCH AS BODY IMAGE, FRIENDSHIP, SOCIAL AND ACADEMIC PRESSURE, ROMANCE, AND SEXUALITY) TO ENDURING JEWISH VALUES; FOSTERS POSITIVE PEER-TO-PEER RELATIONSHIPS THROUGH OUR TRAINED EDUCATORS AND MENTORS; AND INSPIRES PARTICIPANTS TO DEVELOP AN ONGOING CONNECTION TO JEWISH COMMUNITY. IN PARTNERSHIP WITH 65 ORGANIZATIONS, MOVING TRADITIONS OPERATED 160 GROUPS IN 21-22, SERVING 1,280 TEENS. WE TRAINED 57 GROUP LEADERS DURING OUR SUMMER 2021 GROUP LEADER TRAINING INSTITUTES. WE ALSO PILOTED KULAM - AN ALL-GENDER CLASSROOM PROGRAM - WITH 31 SYNAGOGUES AND HEBREW HIGH SCHOOLS. WE HAVE 54 FELLOWS PARTICIPATING IN OUR KOL KOLEINU TEEN FEMINIST FELLOWSHIP, WHERE PARTICIPANTS DEEPEN THEIR KNOWLEDGE, AMPLIFY THEIR VOICES AND TOGETHER WITH ADULT MENTORS DEVELOP PROJECTS TO CREATE TANGIBLE CHANGE. MOVING TRADITIONS' CULTURESHIFT PREPARES INFORMAL EDUCATORS TO CHALLENGE SEXISM, SEXUAL HARASSMENT AND ASSAULT, AND TO PROMOTE HEALTHY RELATIONSHIPS ROOTED IN SAFETY, RESPECT, AND EQUITY. IN SPRING 2021 WE TRAINED 148 CAMP STAFF AT 3 SEPARATE WEBINARS. TO DATE, MOVING TRADITIONS HAS EMBOLDENED 28,000 TEENS, TRAINED 2,500 ADULTS AS B- MITZVAH PROGRAM LEADERS AND TEEN GROUP MENTORS, AND PARTNERED WITH MORE THAN 500 CONGREGATIONS, JCCS AND OTHER JEWISH ENTITIES ACROSS NORTH AMERICA.
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12FOUNDER & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF OF EXTERNAL RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP, CHIEF OF ADVANCEMENT
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,152,130
Liabilities
$579,844
Net assets
$2,572,286
Revenue
$3,463,085
Expenses
$2,953,499
Net income
$509,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$0.22$3.98$4.35$3.79$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.20$2.39$3.34$3.52$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.58$2.57$3.46$2.95$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.69$2.06$2.87$2.82$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.08$1.81$2.67$2.86$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.07$2.01$3.39$2.85$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.08$1.47$2.79$2.29$0.50
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.06$0.97$2.08$2.02$0.07