Momentum Agencies
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.
Momentum Agencies at a glance
- Total assets
- $58,592,243
- +5.5% vs 2024
- Revenue (2025)
- $49,005,133
- -11.9% vs 2024
- Net investment income (2025)
- $102,293
- -13.7% vs 2024
- Expenses (2025)
- $51,082,982
- +2.0% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Momentum Agencies funds
How this funder distributes its grants
Grant Size Distribution
16 grants across all recorded years
The most common grant size was in the $50–100K range: 7 grants of 16 (44%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $381K (2024) to $996K (2023). In 2024 it made 3 grants totaling $381K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bel Air Housing Foundation Chatsworth, CA | General Operating Support | $188,267 |
| Glendale Housing Foundation Chatsworth, CA | General Operating Support | $107,968 |
| Woodcock Housing Foundation Chatsworth, CA | General Operating Support | $85,103 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $58,592,243 | $49,005,133 | $51,082,982 | — | — | $102,293 |
| 2024 | $55,519,937 | $55,604,710 | $50,105,881 | $381,338 | 3 | $118,579 |
| 2023 | $45,362,352 | $49,914,037 | $47,412,337 | $995,673 | 13 | $47,263 |
| 2022 | $23,551,895 | $50,752,607 | $44,113,600 | — | — | $69,838 |
| 2021 | $11,510,499 | $31,597,393 | $33,930,783 | — | — | $19,259 |
| 2019 | $11,335,910 | $39,704,124 | $38,677,862 | — | — | $87,349 |
About Momentum Agencies
Based on IRS filings
Momentum Agencies is a public charity focused on Diseases, Disorders & Medical Disciplines, based in Chatsworth, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $58.6M in total assets. Net investment income was $102K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Momentum Agencies is led by Lori Anderson, President & CEO since 2023 (on filings since 2019); 8 of 40 officers listed in 2025 are compensated.
Officers on the 2025 filing
Lori Anderson
President & CEO
CEO → President & CEO, 2023
On filings since 2019
60 hrs/week
$564K (2021) → $655K (2025)
Tamara Hatwan
Chair
Secretary → Co-Chair, 2024
Co-Chair → Chair, 2025
On filings since 2019
0.5 hrs/week
No compensation reported
Slyvia Owen
Senior Director of Human Resources
New on the 2025 filing
50 hrs/week
$157K (2025)
Brandon L. Feitelson
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Jere Yates PhD
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Jory Tremblay
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Kevin P. McCarthy
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Margaret Nagle
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Nancy A. Niparko MD
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Nick Roxborough
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Paul Miller
Director
Director → Chair, 2023
Chair → Director, 2024
On filings since 2019
0.5 hrs/week
No compensation reported
Peter William Shapiro
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Richard Hansen
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Rick Stern
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Ronald Levenson
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Nancy Donnelly
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Nicole Gumpert Ma
Director
Director → Secretary, 2024
Secretary → Director, 2025
On filings since 2021
0.5 hrs/week
No compensation reported
Bill Foltz
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Diane Y. Petersen MD
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Lisa Radeski
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Mark Weinfeld
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Andrew Gumpert
Director
On filings since 2023
0.5 hrs/week
No compensation reported
David Kushell
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Jj Levenstein Md Faap
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Trevor R. Witt
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Will Conaway
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Khurram Siddiqui
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Laura Buitrago
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Nestro Serrano
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Steven Eberhart
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Terri Hilliard Olson
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Amy Simons
Chief Development Officer
On filings since 2019
50 hrs/week
$162K (2019) → $260K (2025)
Dyana K. Lien
Controller
On filings since 2019
50 hrs/week
$118K (2019) → $164K (2025)
Joe Simoneschi
Chief Finanical Officer
Chief Financial Officer → Chief Finanical Officer, 2025
On filings since 2023
50 hrs/week
$290K (2023) → $363K (2025)
Julie Ippoliti
Chief Program Officer
On filings since 2024
50 hrs/week
$177K (2024) → $239K (2025)
Saier Sadiq
Vice President of Operations
New on the 2025 filing
50 hrs/week
$155K (2025)
Shannon Labrie
Vice President of Human Resources
New on the 2025 filing
50 hrs/week
$160K (2025)
Dan Lykken
Treasurer
Treasurer → Secretary, 2021
Secretary → Treasurer, 2023
On filings since 2019
0.5 hrs/week
No compensation reported
Billy Walk
Secretary
Director → Secretary, 2025
On filings since 2024
0.5 hrs/week
No compensation reported
Peter Longo
Vice Chair
New on the 2025 filing
0.5 hrs/week
No compensation reported
Former officers (42)
- Former: Alan Kessler MD (2019–2024) — Director
- Former: Ellen Kessler (2019–2024) — Director
- Former: Matthew J. Peterson (2019–2024) — Director
- Former: Ralph J. Shapiro (2019–2024) — Director
- Former: Andy Knox (2021–2024) — Co-Chair
- Former: Becky Hansen (2021–2024) — Chief Strategist
- Former: Jonathan Uslaner (2021–2024) — Director
- Former: Nestor Serrano (2021–2024) — Director
- Former: Sarah Sasser (2021–2024) — Director
- Former: Denisse Luna (2022–2024) — Director
- Former: Adam Bremen (2023–2024) — Director
- Former: Holly Nagatoshi (2023–2024) — Former Chief Clinical Officer
- Former: Benito Iniguez (2024) — Senior Director of It & Facilities
- Former: Marisyl Solivio (2024) — Director of Nursing
- Former: Mark Ammer (2024) — Director of Behavior Services
- Former: Stephanie Anderson-Stott (2024) — Director of Quality
- Former: Sylvia Owen (2024) — Senior Director of Human Resources
- Former: Jj Levensteinmd (2019–2023) — Chair
- Former: David Bryman (2019–2022) — Director
- Former: Sheryl Glowacki (2019–2022) — Director
- Former: Kimberly Lee (2021–2022) — Former Chief Program Officer
- Former: Linda Lieblang (2022) — Former Chief Hr Officer
- Former: Michael Lyubliner (2022) — Former Interim CFO
- Former: Nancy Arter (2022) — Director
- Former: Deborah L. Rasmussen (2019–2021) — Director of Health Service
- Former: Linda E. Jones (2019–2021) — Director of Client Service
- Former: Michael J. Fourticq Sr. (2019–2021) — Director
- Former: Stephani M. Anderson - Stott (2019–2021) — Director of Growth Innovat
- Former: Barbara Chiodo (2021) — Former CFO
- Former: Kathyn Carrico (2021) — Director
- Former: Bernard Gross DDS (2019) — Director
- Former: Bryan Stockton (2019) — Secretary
- Former: David Levinson (2019) — Director
- Former: Karen Layfield (2019) — Former Chief Operating Officer
- Former: Liz Berger (2019) — Director
- Former: Lynne Bolen (2019) — Former Chief Financial Officer
- Former: Peter Devereaux (2019) — Director
- Former: Richard Rosin (2019) — Director
- Former: Rod Hagenbuch (2019) — Director
- Former: Ronald S. Cohen (2019) — Former President & CEO
- Former: Shelly A. Briggs (2019) — Director of Client Service
- Former: Steve Gubner (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $655K, to Lori Anderson (President & CEO). 8 officers or directors reported compensation on that filing.
Frequently asked questions about Momentum Agencies
How large is Momentum Agencies?
Momentum Agencies reported $58.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $49.0M.
What is Momentum Agencies?
Momentum Agencies is a public charity focused on Diseases, Disorders & Medical Disciplines, based in Chatsworth, CA. It holds $58.6M in total assets as of 2025.
Where does Momentum Agencies operate?
Momentum Agencies has awarded grants in California.
What is Momentum Agencies's EIN?
Momentum Agencies's EIN (Employer Identification Number) is 95-1648203. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS June 24, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Momentum Agencies funds
Diseases, Disorders & Medical Disciplines Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Momentum Agencies's focus areas in our free grants database
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Momentum Agencies down — hundreds of funders to go?