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.
Key facts about Momentum Agencies
- EIN
- 95-1648203
- Latest 990 filing
- Form 990, 2025
- Total assets
- $58,592,243
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$58.6M
+5.5% YoY
Revenue
$49.0M
-11.9% YoY
Net Investment Income
$102K
-13.7% YoY
Expenses
$51.1M
+2.0% YoY
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
Ready to take the next step with Momentum Agencies?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $58,592,243 | $55,519,937 | $45,362,352 |
| Revenue | $49,005,133 | $55,604,710 | $49,914,037 |
| Expenses | $51,082,982 | $50,105,881 | $47,412,337 |
| Net Investment Income | $102,293 | $118,579 | $47,263 |
Data update history
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
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.
Here's the math on researching Momentum Agencies by hand.
Explore Open Grants
Browse active grant opportunities in Momentum Agencies's focus areas in our free grants database
Similar Funders
Similar funders in California
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation supports nonprofits through discretionary and donor-directed grants, with discretionary priorities including education, health, housing and immigration, alongside other areas such as arts, civic engagement and economic opportunity. Its 2025 grants had a median of $50,000, and its work is focused on Los Angeles County; prospective discretionary applicants are asked to contact the relevant program officer before submitting a letter of intent.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
The William & Flora Hewlett Foundation
Menlo Park, CA
The William & Flora Hewlett Foundation funds education, climate and conservation, the arts, democracy, gender equity, racial justice, and efforts to strengthen nonprofits and philanthropy, with work spanning the San Francisco Bay Area, the U.S. West, and locations including East and West Africa and Mexico. Its 2024 grants had a median award of $150,000, though amounts varied widely. It generally does not accept unsolicited requests, but sometimes invites proposals through open processes.
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Marin Community Foundation
Novato, CA
Marin Community Foundation funds work in affordable housing and homelessness, community resilience and power, as well as social services, education, arts and conservation, with a focus on marginalized Marin County residents and some broader U.S. and international grantmaking. Its 2025 grants had a median of $25,000, though amounts varied widely. The profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,573
Total Given
$186.1M
Direct Relief
Santa Barbara, CA
Direct Relief supports healthcare providers serving people affected by poverty or emergencies, including community health centers, clinics, and grassroots organizations, with medicines, supplies, and funding for health access and equity. In 2025, its grants had a median award of about $65,000, and its work spans all 50 U.S. states and countries around the world; the profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,367
Total Given
$337.4M
Conrad N Hilton Foundation
Westlake Village, CA
The Conrad N. Hilton Foundation funds nonprofits working to improve lives and alleviate poverty, with initiatives including early childhood development, homelessness, refugees, safe water, and support for foster and opportunity youth. Its work is global, and its 2024 grants had a median award of $76,000. It generally does not accept unsolicited requests, except through its Good Neighbor Program for eligible local nonprofits and Title 1 schools.
Assets
$7.4B
Grants
1,339
Total Given
$287.7M
The San Diego Foundation
San Diego, CA
The San Diego Foundation funds nonprofit work in family well-being, education, the environment, and housing, including projects, capacity building, and general support that advance equity and resilient communities. Its 2025 grants had a median of $25,000, though amounts varied widely; applicants generally must be located in San Diego County and primarily serve county residents. It offers competitive grant opportunities through its online portal, but the profile does not state whether it accepts unsolicited requests.
Assets
$1.7B
Grants
1,158
Total Given
$94.3M
The California Endowment
Los Angeles, CA
The California Endowment funds nonprofit, government, and eligible faith-based organizations working to advance health and racial equity, strengthen community power, and improve health systems and communities, primarily in California. Its 2024 median grant was $100,000, and funding is by invitation only; it does not accept unsolicited requests.
Assets
$4.5B
Grants
1,125
Total Given
$215.9M
Kaiser Foundation Hospitals
Oakland, CA
Kaiser Foundation Hospitals funds health care access and services, community health, health education, and related work, with priorities including mental and behavioral health, housing, and income and employment. Its 2024 grants had a median of $25,000, though amounts varied widely; most grant dollars went to California, with some going elsewhere. In Southern California, it says it does not accept unsolicited letters of inquiry or proposals and awards grants through competitive processes to pre-identified organizations.
Assets
$87.4B
Grants
1,122
Total Given
$225.4M
Jewish Community Foundation of Los Angeles
Los Angeles, CA
The Jewish Community Foundation of Los Angeles supports human services, health, education, Jewish life, arts and culture, Israel-related work, and nonprofit capacity and capital projects, with a focus on Los Angeles and also giving in Israel and beyond. Its 2024 itemized grants had a median of $25,000, though amounts varied widely. General Community grants are by invitation only and do not accept unsolicited applications; current procedures should be verified.
Assets
$1.2B
Grants
1,063
Total Given
$142.2M
Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma
San Francisco, CA
The Federation funds Jewish life and identity, antisemitism response, crisis relief, human services, and justice and inclusion, with work in the Bay Area, Israel, and beyond. Its 2025 grants ranged from $5,050 to $2,405,915, with a median of $22,750. It frequently issues requests for proposals and welcomes inquiries about new Bay Area programs; no current organization grant opportunities were listed.
Assets
$2.0B
Grants
1,032
Total Given
$94.5M
The David and Lucile Packard Foundation
Los Altos, CA
The David and Lucile Packard Foundation funds charitable organizations working on just societies, healthy families and communities, and a healthy natural world, including climate solutions, ocean conservation, and science. Its 2024 grants had a median of $150,000, and half of grant dollars went to California recipients. It accepts unsolicited requests, but less than 1% of its grants come from them.
Assets
$8.5B
Grants
1,029
Total Given
$350.0M
More Funders in California
Momentum Agencies down — hundreds of funders to go?