MOMENTUM AGENCIES Charity Report

Public IRS 990 nonprofit record

MOMENTUM AGENCIES

EIN 95-1648203 · Diseases, Disorders & Medical Disciplines (G23Z)

What they do

MOMENTUM is DEDICATED to ADVANCING THE INDEPENDENCE, PRODUCTIVITY, and FULL CITIZENSHIP of CHILDREN and ADULTS WITH DISABILITY and MEDICAL CONDITIONS. MOMENTUM is UNLOCKING THE POWER THAT COMES FROM INTEGRATING ALL INDIVIDUALS INTO SOCIETY. WE HELP INDIVIDUALS WITH DISABILITIES AT ALL STAGES of LIFE LIVE THEIR DAY to DAY LIVES. WE HELP FAMILIES, BY GUIDING NEW PARENTS ON THE BEST PATH FORWARD. WE ARE WORKING to IMPROVE THE LIVES of THOSE WHO CARE ENDLESSLY for THE INDIVIDUALS SUPPORTED. AS A FAMILY of ORGANIZATIONS, WE PARTNER WITH EMPLOYERS and OTHER ORGANIZATIONS to CREATE WAYS IN WHICH THEY CAN TAP INTO THE SKILLS of EVERYONE. and WE ARE ADVOCATING WITH POLICYMAKERS, REACHING OUT to RAISE AWARENESS and UNDERSTANDING for THE PEOPLE WE SUPPORT. THROUGH OUR DEDICATION, SUPPORT, and ADVOCACY, WE ARE TRANSFORMING THE QUALITY of LIFE for EVERYONE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders40 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

85.53%of revenue went to mission work82.1% of expenses · Program services

4.69%of revenue went to fundraising4.5% of expenses

$104.24spent for every $100 of revenueSpending was higher than revenue this year.

14.02%of revenue went to management and office costs13.5% of expenses

$1.15in assets for every $1 spent this yearSome assets cannot be spent right away.

18.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,077,849 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $677,539 for LORI ANDERSON (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$49,005,133

Mission workProgram services$41,914,43685.53% of revenue82.1% of expenses

ManagementOffice and general costs$6,871,17814.02% of revenue13.5% of expenses

FundraisingAsking for donations$2,297,3684.69% of revenue4.5% of expenses

Total expenses$51,082,982104.24% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 82.1% mission · 13.5% management · 4.5% fundraisingTotal expenses: 104.24% of revenue

2023Expense mix: 81.1% mission · 15.3% management · 3.6% fundraisingTotal expenses: 90.11% of revenue

2022Expense mix: 82.9% mission · 13.4% management · 3.6% fundraisingTotal expenses: 94.99% of revenue

2021Expense mix: 82.6% mission · 14.2% management · 3.2% fundraisingTotal expenses: 86.92% of revenue

2020Expense mix: 83.7% mission · 13.7% management · 2.6% fundraisingTotal expenses: 107.38% of revenue

2018Expense mix: 82.8% mission · 16.0% management · 1.2% fundraisingTotal expenses: 97.42% of revenue

2017Expense mix: 87.8% mission · 11.1% management · 1.1% fundraisingTotal expenses: 102.72% of revenue

2016Expense mix: 87.5% mission · 11.4% management · 1.1% fundraisingTotal expenses: 100.02% of revenue

Money in and money out

Revenue$49,005,133

Expenses$51,082,982

Annual shortfall $2,077,849 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$41,914,436 · 82.1% of expenses

Management and office costs$6,871,178 · 13.5% of expenses

Fundraising$2,297,368 · 4.5% of expenses

See all reported dollar amounts

Revenue$49,005,133

Expenses$51,082,982

Assets$58,592,243

Income$49,005,133

Contributions$8,909,503

Mission work (program services)$41,914,436

Fundraising$2,297,368

Grants given$1,377,011

Average grant$86,063

Management and general$6,871,178

Executive compensation (total)$908,565

Stocks and bonds$1,354,837

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LORI ANDERSONPRESIDENT & CEO · 60 hrs/week $677,539Base $654,539 · Other $23,000

JOE SIMONESCHICHIEF FINANICAL OFFICER · 50 hrs/week $385,808Base $362,808 · Other $23,000

AMY SIMONSCHIEF DEVELOPMENT OFFICER · 50 hrs/week $279,031Base $259,818 · Other $19,213

JULIE IPPOLITICHIEF PROGRAM OFFICER · 50 hrs/week $239,077

DYANA LIENCONTROLLER · 50 hrs/week $167,156Base $164,068 · Other $3,088

SHANNON LABRIEVP OF HUMAN RESOURCES · 50 hrs/week $160,207

SLYVIA OWENSR. DIRECTOR OF HUMAN RESOURCES · 50 hrs/week $159,240Base $157,160 · Other $2,080

SAIER SADIQVP OF OPERATIONS · 50 hrs/week $157,743Base $155,361 · Other $2,382

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (40)

LORI ANDERSONPRESIDENT & CEO

JOE SIMONESCHICHIEF FINANICAL OFFICER

AMY SIMONSCHIEF DEVELOPMENT OFFICER

JULIE IPPOLITICHIEF PROGRAM OFFICER

DYANA LIENCONTROLLER

SHANNON LABRIEVP OF HUMAN RESOURCES

SLYVIA OWENSR. DIRECTOR OF HUMAN RESOURCES

SAIER SADIQVP OF OPERATIONS

NESTRO SERRANODIRECTOR

MARK WEINFELDDIRECTOR

NICK ROXBOROUGHDIRECTOR

NICOLE GUMPERT MADIRECTOR

PAUL MILLERDIRECTOR

PETER LONGOVICE CHAIR

PETER WILLIAM SHAPIRODIRECTOR

RICHARD HANSENDIRECTOR

RICK STERNDIRECTOR

RONALD LEVENSONDIRECTOR

STEVEN EBERHARTDIRECTOR

TAMARA HATWANCHAIR

TERRI HILLIARD OLSONDIRECTOR

TREVOR R WITTDIRECTOR

WILL CONAWAYDIRECTOR

JJ LEVENSTEIN MD FAAPDIRECTOR

ANDREW GUMPERTDIRECTOR

BILL FOLTZDIRECTOR

BILLY WALKSECRETARY

BRANDON L FEITELSONDIRECTOR

DAN LYKKENTREASURER

DAVID KUSHELLDIRECTOR

DIANE Y PETERSEN MDDIRECTOR

JERE YATES PHDDIRECTOR

NANCY A NIPARKO MDDIRECTOR

JORY TREMBLAYDIRECTOR

KEVIN P MCCARTHYDIRECTOR

KHURRAM SIDDIQUIDIRECTOR

LAURA BUITRAGODIRECTOR

LISA RADESKIDIRECTOR

MARGARET NAGLEDIRECTOR

NANCY DONNELLYDIRECTOR

About this charity

Recognized since: January 1945
Location: 9509 VASSAR AVENUE A, CHATSWORTH, CA 91311
County: Los Angeles
In care of: JOSEPH SIMONESCHI
Primary officer: JOSEPH SIMONESCHI, CFO

How to reach them

WebsiteVisit the charity’s website Phone(818) 782-2211

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: HINRICHER & COUSINO LLP
NTEE classification: Diseases, Disorders & Medical Disciplines (G23Z)
IRS tax category: Voluntary Health Organizations
Grant-giving organization: Yes