Civic Intelligence

Momentum Unlimited Inc

EIN 38-3852989 • 501(c)3 • Rockville, MD

View Organization Page

Profile

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.

6101 Executive Boulevard 385Rockville, MD 20852

www.momentumunlimited.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.49x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.39x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

9th percentile

-27%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$396,234

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

5th percentile

-24%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$9,396,699

Down $3,015,805 (-24%) from 2023

Liabilities

Up

$4,646,097

Up $189,496 (+4.3%) from 2023

Net Assets

Down

$4,750,602

Down $3,205,301 (-40%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin9th percentile

Revenue

Down

$11,915,373

Down $1,453,962 (-11%) from 2023

Expenses

Up

$15,120,359

Up $114,334 (+0.8%) from 2023

Net Income

Down

-$3,204,986

Down $1,568,296 (-96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $1,615,827Liabilities 2012: $341,263Net Assets 2012: $1,274,5642012Assets 2014: $2,624,891Liabilities 2014: $489,306Net Assets 2014: $2,135,5852014Assets 2015: $2,482,661Liabilities 2015: $1,132,369Net Assets 2015: $1,350,2922015Assets 2016: $6,311,794Liabilities 2016: $2,424,977Net Assets 2016: $3,886,8172016Assets 2017: $3,614,680Liabilities 2017: $3,120,482Net Assets 2017: $494,1982017Assets 2018: $4,616,770Liabilities 2018: $3,105,209Net Assets 2018: $1,511,5612018Assets 2019: $7,459,899Liabilities 2019: $3,272,686Net Assets 2019: $4,187,2132019Assets 2020: $6,402,932Liabilities 2020: $2,772,167Net Assets 2020: $3,630,7652020Assets 2021: $5,766,126Liabilities 2021: $2,579,517Net Assets 2021: $3,186,6092021Assets 2022: $13,928,744Liabilities 2022: $4,336,466Net Assets 2022: $9,592,2782022Assets 2023: $12,412,504Liabilities 2023: $4,456,601Net Assets 2023: $7,955,9032023Assets 2024: $9,396,699Liabilities 2024: $4,646,097Net Assets 2024: $4,750,6022024

Highlighted filing

2024

Assets$9,396,699
Liabilities$4,646,097
Net Assets$4,750,602
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2012: $1,506,6942012Revenue 2014: $5,758,695Expenses 2014: $5,013,616Net Income 2014: $745,0792014Revenue 2015: $5,488,865Expenses 2015: $6,274,158Net Income 2015: -$785,2932015Revenue 2016: $12,295,571Expenses 2016: $9,776,536Net Income 2016: $2,519,0352016Revenue 2017: $7,075,640Expenses 2017: $10,443,548Net Income 2017: -$3,367,9082017Revenue 2018: $11,634,536Expenses 2018: $10,610,621Net Income 2018: $1,023,9152018Revenue 2019: $14,048,932Expenses 2019: $11,373,280Net Income 2019: $2,675,6522019Revenue 2020: $6,263,220Expenses 2020: $6,819,668Net Income 2020: -$556,4482020Revenue 2021: $8,748,031Expenses 2021: $9,192,186Net Income 2021: -$444,1552021Revenue 2022: $22,440,157Expenses 2022: $16,034,488Net Income 2022: $6,405,6692022Revenue 2023: $13,369,335Expenses 2023: $15,006,025Net Income 2023: -$1,636,6902023Revenue 2024: $11,915,373Expenses 2024: $15,120,359Net Income 2024: -$3,204,9862024

Highlighted filing

2024

Revenue$11,915,373
Expenses$15,120,359
Net Income-$3,204,986
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,396,699
Liabilities
$4,646,097
Net assets
$4,750,602
Revenue
$11,915,373
Expenses
$15,120,359
Net income
-$3,204,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.40$4.65$4.75$11.9$15.1$3.20
2023Detailed filing. Detailed filing data is available for this year.$12.4$4.46$7.96$13.4$15.0$1.64
2022Detailed filing. Detailed filing data is available for this year.$13.9$4.34$9.59$22.4$16.0$6.41
2021Detailed filing. Detailed filing data is available for this year.$5.77$2.58$3.19$8.75$9.19$0.44
2020Detailed filing. Detailed filing data is available for this year.$6.40$2.77$3.63$6.26$6.82$0.56
2019Summary only. Only limited summary data is available for this year.$7.46$3.27$4.19$14.0$11.4$2.68
2018Detailed filing. Detailed filing data is available for this year.$4.62$3.11$1.51$11.6$10.6$1.02
2017Detailed filing. Detailed filing data is available for this year.$3.61$3.12$0.49$7.08$10.4$3.37
2016Detailed filing. Detailed filing data is available for this year.$6.31$2.42$3.89$12.3$9.78$2.52
2015Detailed filing. Detailed filing data is available for this year.$2.48$1.13$1.35$5.49$6.27$0.79
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.49$2.14$5.76$5.01$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.34$1.27$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$11,915,373
Mission and Program Overview

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.

To empower women to change the world through jewish values that transform communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$8,776,124$5,867,566▼ $2,908,558
Savings and Temporary Cash Investments$2,454,551$2,523,806▲ $69,255
Cash and Non-Interest-Bearing Accounts$238,221$239,411▲ $1,190
Land, Buildings, and Equipment, Net$351,133$165,570▼ $185,563
Prepaid Expenses and Deferred Charges$276,171$114,358▼ $161,813
Other Notes and Loans Receivable, Net$65,000$0▼ $65,000
Accounts Receivable$244,559$63,168▼ $181,391
Investments in Publicly Traded Securities$316$0▼ $316
Total Assets$12,412,504$9,396,699▼ $3,015,805
Other Assets Total$6,429$422,820▲ $416,391
Liabilities
Deferred Revenue$2,610,054$2,399,026▼ $211,028
Accounts Payable and Accrued Expenses$1,121,544$1,086,797▼ $34,747
Unsecured Notes Loans Payable$725,003$955,151▲ $230,148
Other Liabilities$0$205,123▲ $205,123
Total Liabilities$4,456,601$4,646,097▲ $189,496
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,915,715$4,529,142▼ $3,386,573
Net Assets Without Donor Restrictions$40,188$221,460▲ $181,272
Total Net Assets Fund Balance$7,955,903$4,750,602▼ $3,205,301
Total Liabilities and Net Assets / Fund Balance$12,412,504$9,396,699▼ $3,015,805

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$122,850$426,041$548,891
Leasehold Improvements$42,720$43,562$86,282
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ben PeryChief Executive OfficerFT$299,082$97,152$396,234
Amy CantorChief Financial OfficerFT$186,730$39,868$226,598
Robyn HartmanDirector of DevelopmentFT$178,963$44,938$223,901
Lori PalatnikFounding DirectorPT$178,714$37,771$216,485
Orit MiznerChief Operating OfficerFT$157,816$14,141$171,957
Nisa FelpsDirector of Partnerships & ProgramFT$124,171$35,755$159,926
Ronit Ziv KregerDirector of EducationFT$147,115$12,030$159,145
Jessica MinnenSenior Education SpecialistFT$134,034$20,400$154,434
Andrea GottliebRegional Engagement DirectorFT$120,702$4,688$125,390

Board Members and Trustees

NameTitle
Helen ZalikImmediate Past-president
Deborah HochbergPresident
Connie Lindenauer TreasurerPresident-elect - as of 10/24
Rachel ChafetzVice-president
Andrea MailDirector
Betty GrinsteinDirector
Cindy ZitelmanDirector
Dafna BermanDirector
Judith BenchaboDirector
Karen DavidsonDirector
Manette MaybergDirector
Michelle LeaderDirector
Stacey FisherDirector
Wendy Lovell-smithDirector
Sheryl HartmanDirector - Until 01/2024
Jeffrey SingerDirector - Until 09/2024
Rivka KidronSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
GoinspireTour Operator28 PARK AVENUE, Airmont, NY 10952, Is$1,760,030
Authentic IsraelTour Operator5185 MACARTHUR BLVD NW 640, Washington, DC 20016$523,590
Bald Creative LLCMarketing1938 TOWNSEND, Atlanta, GA 30329$454,875
Ira GinzburgGraphic Design And Marketing474 WEST 246TH STREET, Riverdale, NY 10471$163,927
Kramer Education Group LLCBusiness Consulting-$147,900
Revenue and Support

Revenue Composition

Contributions and Grants
$10,588,629
Program Service Revenue
$1,310,309
Investment Income
$16,435
Other Revenue
$0
All Other Contributions
$8,786,438
Change in Net Assets
$-3,204,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,362,111
Salaries, Compensation, and Employee Benefits$5,405,596
Total Fundraising Expense$1,612,936
Grants and Similar Amounts Paid$1,352,652
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,290,889$357,639$824,286$3,472,814
Foreign Grants$1,344,652--$1,344,652
Fees for Services Other$920,034$318,257$49,935$1,288,226
Current Officers, Directors, Trustees, and Key Employees$534,967$215,205$261,102$1,011,274
Travel$168,059$279,957$81,919$529,935
Other Employee Benefits$336,880$54,044$119,428$510,352
Advertising$339,905$2,272$2,924$345,101
Occupancy$197,276$38,848$74,987$311,111
Payroll Taxes$192,147$37,839$73,037$303,023
Office Expenses$57,952$165,765$19,890$243,607
Other Expenses$11,556$206,033$4,764$206,033
Depreciation Depletion$117,665$23,171$44,726$185,562
Fees for Services Legal-$142,201-$142,201
Information Technology$72,536$14,284$27,572$114,392
Pension Plan Contributions$72,811$10,271$25,051$108,133
Fees for Services Accounting-$82,372-$82,372
All Other Expenses$552$63,993$916$65,461
Interest-$54,333-$54,333
Conferences and Meetings$18,060$2,950$2,399$23,409
Grants to Domestic Orgs$8,000--$8,000
Total Functional Expenses$11,158,019$2,349,404$1,612,936$15,120,359
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Friends of the Jerusalem KollelLakewood, NJ501(c)(3)General Support$8,000

International Summary

Offices
0
Employees
1
Spending
$4,518,172

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Middle East and North AfricaProgram ServicesLeadership Summit Retreat Costs01$2,996,640
Middle East and North AfricaGrantmakingIsrael Tour Costs00$1,344,652
Sub-saharan AfricaProgram Services-00$126,751
Europe (including Iceland & Greenland)Program ServicesLeadership Summit Retreat Costs00$50,129
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
Operating Lease Liability$205,123
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Momentum Unlimited Inc
EIN
38-3852989
Phone
2407477080
Address
6101 EXECUTIVE BOULEVARD 385, ROCKVILLE, MD 20852

Signing Officer

Name
Amy Cantor
Title
Chief Financial Officer
Phone
2407477080
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Cantor
Formed
2011
Legal Domicile
Md
Voting Board Members
15
Independent Board Members
15
Employees
52
Volunteers
17

Preparer

Firm
Cbiz Advisors LLC
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Aaron M Fox
Phone
2022274000
Supplemental Narrative

Financial Statement Notes

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.”

Raw XML AppendixShowing 400 of 927 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt063168
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EMPOWER WOMEN TO CHANGE THE WORLD THROUGH JEWISH VALUES THAT TRANSFORM COMMUNITIES.
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IRS990/Desc0THROUGH 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT-ELECT - AS OF 10/24
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19FOUNDING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF PARTNERSHIPS & PROGRAM
IRS990/Form990PartVIISectionAGrp/TitleTxt24SENIOR EDUCATION SPECIALIST
IRS990/Form990PartVIISectionAGrp/TitleTxt25REGIONAL ENGAGEMENT DIRECTOR
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IRS990/MissionDesc0WE 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.
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