Nonprofit · EIN 95-1648203
MOMENTUM AGENCIES
Tax-exempt · CHATSWORTH, CA 91311
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $49,005,133 | $51,082,982 | -$2,077,849 | $58,592,243 | $39,550,285 | $19,041,958 |
| June 30, 2024 | 990 | $55,604,710 | $50,105,881 | $5,498,829 | $55,519,937 | $34,400,130 | $21,119,807 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,909,503
- of which government grants
- $1,697,788
- Program service revenue
- $38,701,705
- Investment income
- $102,293
- Net income from fundraising events
- $33,600
- Other revenue
- $1,291,632
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,581,455
- Other salaries and wages
- $29,017,631
- Salaries, compensation and benefits (total)
- $34,594,642
- Professional fundraising fees
- $0
- Legal fees
- $525,689
- Occupancy
- $1,708,383
- Travel
- $563,413
- Depreciation
- $1,536,156
- Program services (functional)
- $41,914,436
- Management and general (functional)
- $6,871,178
- Fundraising (functional)
- $2,297,368
Balance sheet and other
- Total assets, start of year
- $55,519,937
- Total assets, end of year
- $58,592,243
- Total liabilities, end of year
- $39,550,285
- Net assets, end of year
- $19,041,958
- Land, buildings and equipment
- $35,099,007
- Publicly traded securities
- $1,354,837
- Net assets without donor restrictions
- $18,700,385
- Net assets with donor restrictions
- $341,573
- Gross receipts
- $49,005,133
- Employees
- 886
- Volunteers
- 274
- Year formed
- 1945
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI ANDERSON | PRESIDENT & CEO Officer | 60 | $654,539 | $23,000 |
| JOE SIMONESCHI | CHIEF FINANICAL OFFICER Officer | 50 | $362,808 | $23,000 |
| AMY SIMONS | CHIEF DEVELOPMENT OFFICER Officer | 50 | $259,818 | $19,213 |
| JULIE IPPOLITI | CHIEF PROGRAM OFFICER Officer | 50 | $239,077 | $0 |
| DYANA LIEN | CONTROLLER Highest-paid employee | 50 | $164,068 | $3,088 |
| SHANNON LABRIE | VP OF HUMAN RESOURCES Highest-paid employee | 50 | $160,207 | $0 |
| SLYVIA OWEN | SR. DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 50 | $157,160 | $2,080 |
| SAIER SADIQ | VP OF OPERATIONS Highest-paid employee | 50 | $155,361 | $2,382 |
| TAMARA HATWAN | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| PETER LONGO | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| BILLY WALK | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| DAN LYKKEN | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| LAURA BUITRAGO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| WILL CONAWAY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NANCY DONNELLY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
25 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN EBERHART | DIRECTOR Trustee or director | 0.5 | $0 |
| BRANDON L FEITELSON | DIRECTOR Trustee or director | 0.5 | $0 |
| BILL FOLTZ | DIRECTOR Trustee or director | 0.5 | $0 |
| ANDREW GUMPERT | DIRECTOR Trustee or director | 0.5 | $0 |
| NICOLE GUMPERT MA | DIRECTOR Trustee or director | 0.5 | $0 |
| RICHARD HANSEN | DIRECTOR Trustee or director | 0.5 | $0 |
| DAVID KUSHELL | DIRECTOR Trustee or director | 0.5 | $0 |
| RONALD LEVENSON | DIRECTOR Trustee or director | 0.5 | $0 |
| JJ LEVENSTEIN MD FAAP | DIRECTOR Trustee or director | 0.5 | $0 |
| KEVIN P MCCARTHY | DIRECTOR Trustee or director | 0.5 | $0 |
| PAUL MILLER | DIRECTOR Trustee or director | 0.5 | $0 |
| MARGARET NAGLE | DIRECTOR Trustee or director | 0.5 | $0 |
| NANCY A NIPARKO MD | DIRECTOR Trustee or director | 0.5 | $0 |
| TERRI HILLIARD OLSON | DIRECTOR Trustee or director | 0.5 | $0 |
| DIANE Y PETERSEN MD | DIRECTOR Trustee or director | 0.5 | $0 |
| LISA RADESKI | DIRECTOR Trustee or director | 0.5 | $0 |
| NICK ROXBOROUGH | DIRECTOR Trustee or director | 0.5 | $0 |
| NESTRO SERRANO | DIRECTOR Trustee or director | 0.5 | $0 |
| PETER WILLIAM SHAPIRO | DIRECTOR Trustee or director | 0.5 | $0 |
| KHURRAM SIDDIQUI | DIRECTOR Trustee or director | 0.5 | $0 |
| RICK STERN | DIRECTOR Trustee or director | 0.5 | $0 |
| JORY TREMBLAY | DIRECTOR Trustee or director | 0.5 | $0 |
| MARK WEINFELD | DIRECTOR Trustee or director | 0.5 | $0 |
| TREVOR R WITT | DIRECTOR Trustee or director | 0.5 | $0 |
| JERE YATES PHD | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 47 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI ANDERSON | PRESIDENT & CEO Officer | 60 | $649,873 | $22,326 |
| JOE SIMONESCHI | CHIEF FINANCIAL OFFICER Officer | 50 | $308,467 | $20,922 |
| AMY SIMONS | CHIEF DEVELOPMENT OFFICER Officer | 50 | $242,445 | $22,277 |
| MARISYL SOLIVIO | DIRECTOR OF NURSING Highest-paid employee | 50 | $188,339 | $0 |
| JULIE IPPOLITI | CHIEF PROGRAM OFFICER Officer | 50 | $176,710 | $0 |
| STEPHANIE ANDERSON-STOTT | DIRECTOR OF QUALITY Highest-paid employee | 50 | $168,863 | $580 |
| MARK AMMER | DIRECTOR OF BEHAVIOR SERVICES Highest-paid employee | 50 | $153,932 | $2,502 |
| SYLVIA OWEN | SR. DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 50 | $153,932 | $2,160 |
| BENITO INIGUEZ | SR. DIRECTOR OF IT AND FACILITIES Highest-paid employee | 50 | $145,150 | $0 |
| BECKY HANSEN | CHIEF STRATEGIST Officer | 50 | $123,914 | $13,186 |
| HOLLY NAGATOSHI | FORMER CHIEF CLINICAL OFFICER Officer | 50 | $79,148 | $15,286 |
| ANDY KNOX | CO-CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| PAUL MILLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DAN LYKKEN | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| JJ LEVENSTEINMD FAAP | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ADAM BREMEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ANDREW GUMPERT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ALAN KESSLER MD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RONALD LEVENSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KEVIN P MCCARTHY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARGARET NAGLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NANCY A NIPARKO MD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MATTHEW J PETERSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NICK ROXBOROUGH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICHARD HANSEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| PETER WILLIAM SHAPIRO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RALPH J SHAPIRO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BRANDON L FEITELSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICK STERN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JORY TREMBLAY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JERE YATES PHD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TAMARA HATWAN | CO-CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| NESTOR SERRANO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NANCY DONNELLY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NICOLE GUMPERT MA | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| SARAH SASSER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JONATHAN USLANER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BILL FOLTZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DENISSE LUNA | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DIANE PETERSEN MD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| LISA RADESKI | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARK WEINFELD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| WILL CONAWAY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ELLEN KESSLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DAVID KUSHELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BILL WALK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TREVOR WITT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9509 VASSAR AVE STE A, CHATSWORTH, CA 91311-0883
- Principal officer (990 for 2024)
- JOSEPH SIMONESCHI, 9509 VASSAR AVENUE A, CHATSWORTH, CA 91311
- Signed the 990
- JOSEPH SIMONESCHI, CFO
- Phone
- (818) 782-2211
- Return prepared by
- HINRICHER & COUSINO LLP
Mission
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.
Program accomplishments
- PEDIATRIC THERAPY INCLUDING EARLY HEAD START. 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.Expenses $8,513,766 · revenue $5,667,943
- MOMENTUM'S RESIDENTIAL PROGRAMMING IS STRUCTURED TO OFFER THE HIGHEST LEVEL OF PERSONAL CARE, SUPPORTS, RESOURCES FOR PEOPLE TO ENJOY A FULFILLED AND HEALTHY LIFESTYLE. OUR SERVICES PROVIDE MEANINGFUL OPPORTUNITIES FOR CONTINUED LEARNING, SKILL DEVELOPMENT, SOCIALIZATION, RECREATION, AND PERSONAL ADVOCACY. PEOPLE LIVING IN OUR GROUP HOMES EXPERIENCE A LOVING, CARING ENVIRONMENT WITH SUPPORT AND PROGRAMMING TAILORED TO EACH PERSON'S INDIVIDUAL NEEDS. OUR DEDICATED, HIGHLY TRAINED STAFF MEMBERS PROVIDE PERSON-CENTERED CARE DESIGNED TO HELP RESIDENTS LIVE FULL, HEALTHY, DIGNIFIED LIVES.Expenses $22,940,571 · revenue $23,405,163
- MOMENTUM'S ADULT DAY PROGRAM IS ALWAYS SEEKING INNOVATIVE WAYS TO EXPAND OPPORTUNITIES FOR PEOPLE TO HAVE AN ARRAY OF CHOICES FOR REACHING THEIR PERSONAL GOALS FOR INDEPENDENCE AND SELF-EMPOWERMENT, AND TRUE COMMUNITY INTEGRATION THROUGH PERSON-CENTERED RESOURCES AND COMMUNITY-BASED CARE.Expenses $4,766,438 · revenue $4,081,871
- ICF/DD FACILITIES AND PROGRAM DEVELOPMENT, CLS, AND REFRESHExpenses $5,693,661 · revenue $5,546,728
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-1648203
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1945
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G23Z)
- Assets (IRS master file)
- $58,592,243
- Income (IRS master file)
- $49,005,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $49,914,037 | $47,412,337 | $45,362,352 | IRS |
| 990 | June 2022 | $50,752,607 | $44,113,600 | $23,551,895 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about MOMENTUM AGENCIES
- What is the EIN of MOMENTUM AGENCIES?
- The employer identification number (EIN) of MOMENTUM AGENCIES is 95-1648203.
- Is MOMENTUM AGENCIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to MOMENTUM AGENCIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOMENTUM AGENCIES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MOMENTUM AGENCIES due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOMENTUM AGENCIES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MOMENTUM AGENCIES?
- The 990 for the year ended June 30, 2025 names JOSEPH SIMONESCHI.
- Who are the officers and directors of MOMENTUM AGENCIES?
- The 990 for the year ended June 30, 2025 lists 40 people; 8 received compensation from the organization, the highest $654,539 (LORI ANDERSON, PRESIDENT & CEO).
- How much revenue does MOMENTUM AGENCIES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $49,005,133, expenses of $51,082,982 and total assets of $58,592,243 at year end.
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