2024-05-15T17:16:38-05:00 2023-06-30 580692043 MAULDIN & JENKINS LLC 2000 SOUTHBRIDGE PARKWAY STE 501 BIRMINGHAM AL 35209 990 2022-07-01 261909257 MOMENTUM ALUMNAE PROGRAM INC MOME 2053216100 2821 2ND AVENUE SOUTH B-1 BIRMINGHAM AL 35233 APRIL BENETOLLO CEO 2053216100 2024-05-14 APRIL BENETOLLO 999009999 1 MEREDITH SMITH P00663029 2054452880 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z APRIL BENETOLLO 2821 2ND AVENUE SOUTH BIRMINGHAM AL 35233 1037230 0 X WWW.MOMENTUMLEADERS.ORG X 2002 AL EDUCATION AND LEADERSHIP TRAINING FOR WOMEN OF ALABAMA. 27 27 6 100 0 0 307368 113354 645796 750968 130 59 140150 172849 1093444 1037230 0 0 0 0 360136 493855 0 0 95283 957612 490152 1317748 984007 -224304 53223 434358 535630 195538 243587 238820 292043 X TO BE ALABAMA'S PREMIER WOMEN'S LEADERSHIP PROGRAM WHICH EMPOWERS A DIVERSE GROUP OF PROMISING WOMEN TO DEVELOP LEADERSHIP SKILLS THAT POSITIVELY IMPACT BUSINESS, CULTURE, AND POLITICS IN ALABAMA. 0 0 85170 98713 LEADERSHIP BREAKFASTAS MANY AS 500 OF BIRMINGHAM'S BUSINESS LEADERS CAME TOGETHER TO CELEBRATE WOMEN'S HISTORY MONTH AND MOMENTUM'S 20TH ANNIVERSARY AT THE 6TH BIENNIAL LEADERSHIP BREAKFAST IN MARCH OF 2023. THE KEYNOTE SPEAKER WAS SUSAN HODGKINSON, FOUNDER OF THE PERSONAL BRAND COMPANY. HODGKINSON IS A LEADERSHIP DEVELOPMENT EXPERT, AUTHOR, AWARD-WINNING EXECUTIVE COACH, AND KEYNOTE SPEAKER TO FORTUNE 500 COMPANIES IN THE US AND ABROAD. HODGKINSON SHARED WITH THE AUDIENCE THREE FRAMEWORKS FOR INCLUSIVE LEADERSHIP, A TALK WHICH CONCLUDED IN A STANDING OVATION FOR THE SPEAKER AND RAVE REVIEWS FROM ATTENDEES. 179601 200788 EXECUTIVE PROGRAM BIRMINGHAM:FOR MORE THAN 20 YEARS, MOMENTUM HAS DELIVERED TRAINING, RESOURCES, AND A NETWORK FOR BIRMINGHAM'S HIGH-LEVEL LEADERS TO ACHIEVE THEIR GOALS. MORE THAN 550 WOMEN HAVE TRAVELED THE PATH OF SELF-DISCOVERY, VISION CASTING, ACTION PLANNING AND COMMUNITY CONNECTION TO BECOME THE BEST VERSION OF THEMSELVES. WE KNOW THE DEMANDS ON WOMEN LEADERS ARE MANY. EVERYONE WANTS YOUR TIME, TALENT, AND ATTENTION, AT WORK AND AT HOME, YET YOU ARE OFTEN UNAPPRECIATED AND UNDER-VALUED. AT THE START OF OUR PROGRAM, IT'S COMMON TO HEAR WOMEN SAY THEY ARE TAPPED-OUT, OVERWHELMED, AND FRUSTRATED AT WORK AND AT HOME. MOMENTUM'S PROCESS FOR ADVANCING WOMEN LEADERS IS TRULY TRANSFORMATIVE. BY NURTURING BOTH PERSONAL AND PROFESSIONAL GROWTH, HONING BUSINESS SKILLS, AND BUILDING LIFELONG RELATIONSHIPS, PARTICIPANTS BECOME EQUIPPED, CONFIDENT, AND INSPIRED TO REACH NEW GOALS. 88003 134207 UPWARD EARLY CAREER:ALTHOUGH THERE ARE MORE COLLEGE-EDUCATED WOMEN ENTERING THE WORKFORCE THAN MEN, ONLY 40% WILL MAKE IT TO MIDDLE MANAGEMENT. AND MIDDLE MANAGEMENT IS WHERE MOST OF THEM WILL STAY, SINCE ONLY 14% WILL ADVANCE TO SENIOR LEADERSHIP. WOMEN IN EARLY AND MID-CAREER ARE CRITICAL TO FILLING THE LEADERSHIP PIPELINE, BUT MANY WOMEN AT THIS STAGE ARE FEELING OVERWORKED OR OVERLOOKED, OR BOTH. DOES THIS SOUND LIKE YOU? WE UNDERSTAND. WE'VE BEEN THERE. FOR OVER 20 YEARS, MOMENTUM HAS DELIVERED TRANSFORMATIONAL CHANGE FOR WOMEN. WE GUIDE YOU THROUGH A PROCESS OF SELF-DISCOVERY, VISION CASTING, ACTION PLANNING AND ACCESS TO A VAST NETWORK OF WOMEN LEADERS. A SURVEY OF OUR LAST UPWARD CLASS SHOWED THAT 40% OF PARTICIPANTS EXPERIENCED A PROMOTION OR UPWARD MOBILITY WHILE THEY WERE STILL IN THE PROGRAM. MANY WILL USE THE TRAINING THEY RECEIVED TO SET AN INTENTIONAL CAREER PATH, DEFEND THEIR VALUE, SET CLEAR BOUNDARIES, AND BUILD STRONG RELATIONSHIPS. THE UPWARD PROGRAM YEAR RUNS FROM FEBRUARY TO OCTOBER AND IS COMPRISED OF TWO COHORTS OF APPROXIMATELY 30 WOMEN EACH: ONE FOR EARLY CAREER (3-5 YEARS OF EXPERIENCE, USUALLY AT THE INDIVIDUAL CONTRIBUTOR LEVEL) AND ONE FOR MID-CAREER (6-15 YEARS OF EXPERIENCE, USUALLY AT THE FIRST-TIME MANAGER LEVEL.) EACH CLASS SESSION IS HALF-DAY, ONE COHORT IN THE MORNING AND THE SECOND COHORT IN THE AFTERNOON. SESSIONS ARE HOSTED BY MOMENTUM'S PARTNERS IN THE BIRMINGHAM METRO-AREA. 418830 490109 OTHER PROGRAM SERVICES 418830 490109 771604 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 40 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X TINA UPSHAW 2053216100 2821 2ND AVENUE SOUTH SUITE B-1 BIRMINGHAM AL 35233 ANNA VELASCO DIRECTOR 0.30 X 0 0 0 BRENNA POWELL DIRECTOR 0.30 X 0 0 0 CAROL MAXWELL DIRECTOR 0.30 X 0 0 0 CASEY WINGER DIRECTOR 0.30 X 0 0 0 CHRISTY THOMAS TREASURER 1.50 X 0 0 0 DANA NOLAN DIRECTOR 0.30 X 0 0 0 DAWN WALTON DIRECTOR 0.30 X 0 0 0 EMILY HYNDS DIRECTOR 0.30 X 0 0 0 JENNIFER SHAW DIRECTOR 0.30 X 0 0 0 JOY CARTER DIRECTOR 0.30 X 0 0 0 KARLA WILES DIRECTOR 0.30 X 0 0 0 KATIE VOSS DIRECTOR 0.30 X 0 0 0 NECOLE EZELL DIRECTOR 0.50 X 0 0 0 SUSAN SELLERS DIRECTOR 0.30 X 0 0 0 TANIA TERRY DIRECTOR 0.30 X 0 0 0 TERE' EDWARDS DIRECTOR 0.30 X 0 0 0 WENDY HOOMES DIRECTOR 0.50 X 0 0 0 MONICA STOUDEMIRE DIRECTOR 0.50 X 0 0 0 CASEY BARTOK DIRECTOR 0.50 X 0 0 0 MICHELLE BEARMAN-WOLNEK DIRECTOR 0.30 X 0 0 0 NICOLE KING DIRECTOR 0.30 X 0 0 0 ANN-MARIE STANFORD VICE PRESIDENT PROGRAMS 1.50 X 0 0 0 APRIL BENETOLLO CEO 40.00 X 120000 0 14917 CAROL GLASS VP MARKETING 1.50 X 0 0 0 KATRINA ROSS VP ALUMNAE ENGAGEMENT 1.50 X 0 0 0 MICHELE ELROD PRESIDENT 1.50 X 0 0 0 PATRICIA PRITCHETT PRESIDENT-ELECT 1.50 X 0 0 0 TIFFANY DEGRUY SECRETARY 1.50 X 0 0 0 120000 0 14917 1 0 0 0 VOLUME SERVICES INC DBA CENTERPLATE 1 INDEPENDENCE POINTE SUITE 305 GREENVILLE SC 29615 FOOD 247003 1 113354 54300 113354 MOMENTUM PROGRAMS 611430 652255 652255 PROGRAM-LARGE EVENT 611430 98713 98713 750968 59 59 OUTREACH/CONSULTING 611430 142617 142617 MISCELLANEOUS 541900 30232 30232 172849 1037230 923817 0 59 X 120000 88800 14400 16800 294736 228186 34476 32074 47638 37112 5261 5265 31481 24322 3581 3578 9925 9925 41536 32027 8703 806 6720 6720 33322 22660 7664 2998 5648 5608 40 222 72 150 780 780 4493 4493 SPEAKER FEES & EXPENSES 128411 128411 REFRESHMENTS AND FOOD 91495 89531 1964 ROOMS/FACILITIES RENTAL 48938 48063 875 ONLINE DIGITAL SERVICES 21415 21415 97247 66812 24808 5627 984007 771604 117120 95283 35963 82327 384797 369856 47956 6375 29043 32442 25994 7223 6448 434358 535630 7342 42068 207808 146128 35779 195538 243587 X 238820 292043 238820 292043 434358 535630 53223 0 X 0 0 0 X 529278 1065346 572510 953154 113354 3233642 529278 1065346 572510 953154 113354 3233642 293388 2940254 2578 1449 358 130 59 4574 3238216 530822 0.90800 0.90560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32442 25994 6448 6448 OTHER ACCRUED LIABILITIES 35779 35779 X BREAKFAST 6 22500 FMV X GOODS 7 16400 FMV X SERVICES 7 15400 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 NEW BY-LAWS WERE ADOPTED. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES HAVE NO AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE CONDUCTED TO ENSURE MOMENTUM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSE. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST DOCUMENTS, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. DOCUMENTS MAY BE EMIALED, MAILED, AND/IR VIEWED BY APPOINTMENT IN OUR OFFICE. FORM 990, PART IX, LINE 11G CONTRACT SERVICES - AUDIO VISUAL SERVICES: PROGRAM SERVICE EXPENSES 5,585. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,585. CONTRACT SERVICES - CONFERENCE SERVICES: PROGRAM SERVICE EXPENSES 3,025. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,025. CONTRACT SERVICES - IT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,893. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,893. CONTRACT SERVICES - MARKETING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 806. TOTAL EXPENSES 806. CONTRACT SERVICES - MENTORING: PROGRAM SERVICE EXPENSES 20,831. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,831. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,562. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,562. PROGRAM ADMINISTRATION: PROGRAM SERVICE EXPENSES 2,586. MANAGEMENT AND GENERAL EXPENSES 1,248. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,834. FORM 990, PART IX, LINE 24E TESTING SERVICES EXPENSE: PROGRAM SERVICE EXPENSES 18,189. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,189. CERTIFICATES & GRADUATION GIFTS: PROGRAM SERVICE EXPENSES 13,661. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,661. SUPPLIES: PROGRAM SERVICE EXPENSES 6,882. MANAGEMENT AND GENERAL EXPENSES 3,490. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,372. SCHOLARSHIPS: PROGRAM SERVICE EXPENSES 9,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,700. BANK SERVICE FEES: PROGRAM SERVICE EXPENSES 2,615. MANAGEMENT AND GENERAL EXPENSES 2,715. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,330. DIGITAL SERVICES (OPS): PROGRAM SERVICE EXPENSES 1,887. MANAGEMENT AND GENERAL EXPENSES 3,182. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,069. EQUIPMENT AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,442. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,442. GIFTS: PROGRAM SERVICE EXPENSES 1,839. MANAGEMENT AND GENERAL EXPENSES 1,742. FUNDRAISING EXPENSES 569. TOTAL EXPENSES 4,150. LEGACY PROJECT: PROGRAM SERVICE EXPENSES 4,143. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,143. TELEPHONE AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 3,084. MANAGEMENT AND GENERAL EXPENSES 859. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,943. CUSTODIAL SERVICES AND CLEANING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,200. SOFTWARE SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,728. SIGNS : PROGRAM SERVICE EXPENSES 565. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,071. TOTAL EXPENSES 2,636. BOOKS, SUBSCRIPTIONS AND REF MATERIALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,830. TOTAL EXPENSES 1,830. TRANSPORTATION COSTS: PROGRAM SERVICE EXPENSES 1,663. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,663. F&B MEETINGS: PROGRAM SERVICE EXPENSES 380. MANAGEMENT AND GENERAL EXPENSES 85. FUNDRAISING EXPENSES 1,157. TOTAL EXPENSES 1,622. PROMOTIONAL ITEMS: PROGRAM SERVICE EXPENSES 1,305. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,305. POSTAGE AND MAILING SERVICE CHARGES: PROGRAM SERVICE EXPENSES 159. MANAGEMENT AND GENERAL EXPENSES 701. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 860. PRINTING AND COPYING CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 843. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 843. FLOWERS AND DECOR: PROGRAM SERVICE EXPENSES 740. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 740. TAXES AND LICENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 414. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 414. MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 327. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 327. OUTREACH/CONSULTING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 80. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80.