Nonprofit · EIN 95-2598337
MOMENTUM WORK INC
Tax-exempt · CARPINTERIA, CA 93013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,204,432 | $15,459,867 | $1,744,565 | $8,925,564 | $2,381,722 | $6,543,842 |
| June 30, 2024 | 990 | $14,247,422 | $14,608,829 | -$361,407 | $7,070,191 | $2,270,914 | $4,799,277 |
| June 30, 2023 | 990 | $12,670,753 | $12,268,119 | $402,634 | $6,565,476 | $1,404,792 | $5,160,684 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $146,920
- Program service revenue
- $17,035,986
- Investment income
- $16,486
- Other revenue
- $5,040
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $322,572
- Other salaries and wages
- $10,805,710
- Salaries, compensation and benefits (total)
- $13,091,735
- Professional fundraising fees
- $0
- Legal fees
- $9,469
- Occupancy
- $577,039
- Travel
- $336,781
- Depreciation
- $204,534
- Program services (functional)
- $14,102,135
- Management and general (functional)
- $1,357,732
Balance sheet and other
- Total assets, start of year
- $7,070,191
- Total assets, end of year
- $8,925,564
- Total liabilities, end of year
- $2,381,722
- Net assets, end of year
- $6,543,842
- Land, buildings and equipment
- $1,842,531
- Net assets without donor restrictions
- $6,504,957
- Net assets with donor restrictions
- $38,885
- Gross receipts
- $17,204,432
- Employees
- 461
- Volunteers
- 0
- Year formed
- 1968
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LORI ANDERSON | PRESIDENT & CEO Officer | 10 | $0 | $654,539 | $23,000 |
| JOSEPH SIMONESCHI | CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $362,808 | $23,000 |
| JUDY LINARES | EXECUTIVE DIRECTOR Officer | 40 | $171,217 | $0 | $2,990 |
| MAHNAZ PARHAMI | DIRECTOR OF ACCOUNTING Officer | 40 | $151,961 | $0 | $2,600 |
| JEFFERY COWEN | CO-CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| GARY J CLANCY | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| NED EMERSON | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DAVID FAINER JR ESQ | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| JEROLD BLACK | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| CINDY STEFFEN | SECRETARY Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| REBECCA S KOCH | TREASURER Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| TADD MCKENZIE | CO-CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| CODY HOWEN | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| CATHY ABARCA | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| JESSE NAVE | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LORI ANDERSON | PRESIDENT & CEO Officer | 10 | $0 | $649,873 | $22,326 |
| JUDY LINARES | EXECUTIVE DIRECTOR Officer | 40 | $170,338 | $0 | $2,417 |
| MAHNAZ PARHAMI | DIRECTOR OF ACCOUNTING Officer | 40 | $145,325 | $0 | $2,067 |
| CHRISTY TAYLOR | DIRECTOR OF HUMAN RESOURCES Officer | 40 | $109,837 | $0 | $0 |
| JEFFERY COWEN | CO-CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| GARY J CLANCY | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| NED EMERSON | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DAVID FAINER JR ESQ | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| JEROLD BLACK | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| CINDY STEFFEN | SECRETARY Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| REBECCA S KOCH | TREASURER Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| TADD MCKENZIE | CO-CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| CODY HOWEN | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| KYLE CHRISTOPHER COLTON | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| JESSE NAVE | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LORI ANDERSON | PRESIDENT & CEO Officer | 10 | $0 | $651,445 | $61,000 |
| JUDY LINARES | EXECUTIVE DIRECTOR Officer | 40 | $153,609 | $0 | $2,990 |
| MAHNAZ PARHAMI | DIRECTOR OF ACCOUNTING Officer | 40 | $136,072 | $0 | $2,600 |
| JEFFERY COWEN | CO-CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| GARY CLANCY | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| NED EMERSON | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DAVID FAINER JR ESQ | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| JOE SALCEDO | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| CINDY STEFFEN | SECRETARY Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| REBECCA KOCH | TREASURER Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| TADD MCKENZIE | CO-CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| CODY HOWEN | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| KYLE COLTON | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5320 CARPINTERIA AVE STE G, CARPINTERIA, CA 93013-2107
- In care of
- % MAHNAZ PARHAMI
- Principal officer (990 for 2024)
- JUDY LINARES, 5320 CARPINTERIA AVENUE G, CARPINTERIA, CA 93013
- Signed the 990
- JUDY LINARES, EXECUTIVE DIRECTOR
- Phone
- (805) 566-9000
- Website
- WWW.MOMENTUM4WORK.ORG
- Return prepared by
- HINRICHER & COUSINO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2598337 or by the name MOMENTUM WORK INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
MOMENTUM WORK, INC. IS DEDICATED TO EMPOWERING PEOPLE WITH DISABILITIES BY PROVIDING ACCESS TO INNOVATIVE SERVICES THAT SUPPORT THEIR PERSONAL AND PROFESSIONAL GROWTH.
Program accomplishments
- RESIDENTIAL PROGRAMS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.Expenses $2,823,430 · revenue $3,469,181
- VOCATIONAL PROGRAMS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.Expenses $5,640,864 · revenue $7,125,596
- SUPPORTED LIVING ASSISTANCE FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.Expenses $5,497,549 · revenue $6,441,209
- Expenses $140,292
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
- 95-2598337
- 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
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J33Z)
- Assets (IRS master file)
- $8,925,564
- Income (IRS master file)
- $17,204,432
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,204,432 | $15,459,867 | $8,925,564 | IRS |
| 990 | June 2024 | $14,247,422 | $14,608,829 | $7,070,191 | IRS |
| 990 | June 2023 | $12,670,753 | $12,268,119 | $6,565,476 | XML |
| 990 | June 2022 | $12,552,681 | $11,759,318 | $5,920,710 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 95-2598337).
Questions about MOMENTUM WORK INC
- What is the EIN of MOMENTUM WORK INC?
- The employer identification number (EIN) of MOMENTUM WORK INC is 95-2598337.
- Is MOMENTUM WORK INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to MOMENTUM WORK INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOMENTUM WORK INC 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 WORK INC 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 WORK INC 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 WORK INC?
- The 990 for the year ended June 30, 2025 names JUDY LINARES.
- Who are the officers and directors of MOMENTUM WORK INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 2 received compensation from the organization.
- How much revenue does MOMENTUM WORK INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,204,432, expenses of $15,459,867 and total assets of $8,925,564 at year end.
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