Momentum

Legal name: Momentum Agencies

Nonprofit profile at a glance

EIN
951648203
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Thousand Oaks, CA, United States
Phone
(818) 782-2211
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$49,005,133
Expenses
$51,082,982
Assets
$58,592,243
Liabilities
$39,550,285

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

40 people listed

Executive titles in this filing

  • LORI ANDERSON (PRESIDENT & CEO)

Highest reported compensation

  • LORI ANDERSON (PRESIDENT & CEO): $677,539 total reported compensation
  • JOE SIMONESCHI (CHIEF FINANICAL OFFICER): $385,808 total reported compensation
  • AMY SIMONS (CHIEF DEVELOPMENT OFFICER): $279,031 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We are dedicated to advancing the independence, productivity, and full citizenship of children and adults with disabilities and medical conditions. We are 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.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 79% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 89
  • Accountability: 92
  • Sustainability: 29
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.6%; rating input score 86
  • Program expense ratio: 82.1%; rating input score 82
  • Fundraising efficiency: $3.88 raised per $1 spent on fundraising; rating input score 15; 15th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 93.8%; rating input score 94; 27th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -4.2%; rating input score 18; 18th percentile among comparable filings
  • Total-asset coverage ratio: 1.15; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0.68; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 4.4%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 4.8% per year; rating input score 100; 40th percentile among comparable filings
  • Revenue growth: 5.9% per year; rating input score 100; 51st percentile among comparable filings
  • Asset growth: 13.4% per year; rating input score 100; 77th percentile among comparable filings

Details

  • What they do: Mission, programs, and operating context captured from the official website.
  • Where the money goes: 85.6% of revenue deployed · 82.1% of spending went to programs
  • Governance: 30 of 32 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $41.9M in reported program spending
  • Leadership: top reported pay $678K · 40 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $2.4M reported
  • Consistency: 28 of 28 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 26 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 15/100.
  • High — Sustainability: Operating margin scored 18/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.