Civic Intelligence

Moving Traditions

990 • Fiscal year 2022 • EIN 34-2015014

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 27, 2023

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

53rd percentile

0.08x

Higher debt load relative to assets than 53% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.06x

Higher debt load relative to revenue than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

26th percentile

-5.5%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

86th percentile

$160,679

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-3.6%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,589,023

Down $563,107 (-18%) from 2021

Net Assets

Down

$2,389,380

Down $182,906 (-7.1%) from 2021

Liabilities

Down

$199,643

Down $380,201 (-66%) from 2021

Revenue

Down

$3,339,694

Down $123,391 (-3.6%) from 2021

Expenses

Up

$3,522,600

Up $569,101 (+19%) from 2021

Net Income

Down

-$182,906

Down $692,492 (-136%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$2,589,023
Liabilities$199,643
Net Assets$2,389,380

Operations Trend

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

2022

Revenue$3,339,694
Expenses$3,522,600
Net Income-$182,906
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 27, 2023
Return Version
2022v5.0
Gross Receipts
$3,339,694
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$2,128,398$1,731,418▼ $396,980
Pledges and Grants Receivable$403,776$510,801▲ $107,025
Cash and Non-Interest-Bearing Accounts$181,647$171,537▼ $10,110
Land, Buildings, and Equipment, Net$80,717$138,561▲ $57,844
Prepaid Expenses and Deferred Charges$47,416$36,706▼ $10,710
Total Assets$3,152,130$2,589,023▼ $563,107
Other Assets Total$310,176$0▼ $310,176
Liabilities
Other Liabilities$421,277$0▼ $421,277
Accounts Payable and Accrued Expenses$158,567$197,966▲ $39,399
Deferred Revenue-$1,677-
Total Liabilities$579,844$199,643▼ $380,201
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,217,202$1,656,767▼ $560,435
Net Assets With Donor Restrictions$355,084$732,613▲ $377,529
Total Net Assets Fund Balance$2,572,286$2,389,380▼ $182,906
Total Liabilities and Net Assets / Fund Balance$3,152,130$2,589,023▼ $563,107

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$64,136$127,975$192,111
Other Land Buildings$74,425$109,533$183,958
Land$0--
Other Assets Org$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle KarkowskyCEOFT$151,830$8,849$160,679
Michelle Karkowsky--$151,830$8,849$160,679
Lisa GerstenChief of External RelationsFT$126,236$17,617$143,853
Brian MonoVP, Chief of AdvancementFT$125,276$17,421$142,697
Deborah MeyerFounder & CEO Thru March 2022FT$128,352$12,286$140,638
Robin CohenCFOFT$117,347$20,502$137,849
Alisha PedowitzCalifornia DirectorFT$109,490$13,266$122,756
Pamela BarkleyVP of ProgramFT$112,236$4,383$116,619

Board Members and Trustees

NameTitle
Darcie CrystalChair
Elyse EverettVice Chair
Bobby ZukerDirector
Dena KleinDirector
Jasmine TarkoffDirector
Lori KoffmanDirector
Mike MarkovitsDirector
Sue BellerDirector
Suzanne FeldDirector
Tami AstorinoDirector
Jonathan KrasnerSecretary
Bethany ShinerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,186,786
Program Service Revenue
$139,909
Investment Income
$9,399
Other Revenue
$3,600
All Other Contributions
$2,765,509
Change in Net Assets
$-182,906

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,339,694
Revenue Not Reported on Form 990
$9,272
Total Revenue per Audited Statements
$3,348,966
Total Revenue per Form 990
$3,339,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,882,895
Other Expenses$639,705
Total Fundraising Expense$323,074
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,694,118$131,814$185,160$2,011,092
Current Officers, Directors, Trustees, and Key Employees$256,551$101,076$42,402$400,029
Other Employee Benefits$242,768$29,144$28,477$300,389
Fees for Services Other$187,646$9,028$12,405$209,079
Payroll Taxes$138,509$16,628$16,248$171,385
Occupancy$108,212$12,991$12,694$133,897
Office Expenses$100,721$11,366$11,105$123,192
Information Technology$48,800$5,781$5,648$60,229
Conferences and Meetings$36,401$2,514$2,456$41,371
Depreciation Depletion$24,761$2,972$2,905$30,638
Other Expenses$14,435$350$342$15,127
Travel$12,237$767$749$13,753
Fees for Services Accounting$3,726$6,210$2,483$12,419
Total Functional Expenses$2,868,885$330,641$323,074$3,522,600

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,531,872
Expenses per Audited Statements$3,522,600
Total Expenses per Form 990$3,522,600
Expenses Not Reported on Form 990$9,272
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$0
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
2023-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Karkowsky
Formed
2005
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
29
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.

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/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF PROGRAM
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF OF EXTERNAL RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP, CHIEF OF ADVANCEMENT
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