MOMENTUM UNLIMITED INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

BEN PERY

Phone

2407477080

Tax Period

2023-01-01 to 2023-12-31

MOMENTUM UNLIMITED INC, founded in 2011, is a mid-sized nonprofit in the Religion sector that reported $13.4M in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $15.0M exceeded revenue, resulting in a 12% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $10,210,526 Revenue: $1,523,580

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...

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $11,823,440

Program Service Revenue $1,523,580

Investment Income $22,315

Other Revenue $0

TOTAL REVENUE $13,369,335

Expense Breakdown

Grants Paid $1,343,143

Salaries & Benefits $5,489,849

Fundraising Expenses $1,817,999

Program Expenses $10,210,526

Other Expenses $8,173,033

TOTAL EXPENSES $15,006,025

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,369,335	$22,440,157	-0.4%
Expenses	$15,006,025	$16,034,488	-0.1%
Net Income	$-1,636,690	$6,405,669	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$624,115

Total Directors

Key Employees

$349,770

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH HOCHBERG	PRESIDENT	10.00	Officer Director	$0	$0	$0
RACHEL CHAFETZ	VICE-PRESIDENT	10.00	Officer Director	$0	$0	$0
CONNIE LINDENAUER	TREASURER	10.00	Officer Director	$0	$0	$0
RIVKA KIDRON	SECRETARY	10.00	Officer Director	$0	$0	$0
DAFNA BERMAN	DIRECTOR	10.00	Director	$0	$0	$0
STACEY FISHER	DIRECTOR	10.00	Director	$0	$0	$0
BETTY GRINSTEIN	DIRECTOR	10.00	Director	$0	$0	$0
SHERYL HARTMAN	DIRECTOR	10.00	Director	$0	$0	$0
MICHELLE LEADER	DIRECTOR	10.00	Director	$0	$0	$0
ANDREA MAIL	DIRECTOR	10.00	Director	$0	$0	$0
MANETTE MAYBERG	DIRECTOR	10.00	Director	$0	$0	$0
JEFFREY SINGER	DIRECTOR	10.00	Director	$0	$0	$0
HELEN ZALIK	DIRECTOR	10.00	Director	$0	$0	$0
CINDY ZITELMAN	DIRECTOR	10.00	Director	$0	$0	$0
BEN PERY	CHIEF EXECUTIVE OFFICER	40.00	Officer	$360,000	$35,576	$395,576
AMY CANTOR	CHIEF FINANCIAL OFFICER	40.00	Officer	$193,000	$35,539	$228,539
LORI PALATNIK	FOUNDING DIRECTOR	40.00	Key Emp	$118,357	$65,714	$349,770
ROBYN HARTMAN	DIRECTOR OF DEVELOPMENT	40.00	Highest	$187,200	$36,440	$223,640
RUTH BAARS	CHIEF OPERATING OFFICER	40.00	Highest	$170,000	$36,881	$206,881
RONIT ZIV KREGER	DIRECTOR OF EDUCATION	40.00	Highest	$145,600	$8,739	$154,339
NISA FELPS	DIRECTOR OF PARTNERSHIPS &	40.00	Highest	$132,100	$32,952	$165,052
JESSICA MINNEN	SENIOR EDUCATION SPECIALIS	40.00	Highest	$135,200	$16,705	$151,905

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$13,369,335	$15,006,025	$12,412,504	$-1,636,690
2022	$22,440,157	$16,034,488	$13,928,744	$6,405,669
2021	$8,748,031	$9,192,186	$5,766,126	$-444,155
2020	$6,263,220	$6,819,668	$6,402,932	$-556,448
2018	$11,634,536	$10,610,621	$4,616,770	$1,023,915