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California · Nonprofit

MOMENTUM AGENCIES

MOMENTUM AGENCIES (California) receives grants from 31 organizations whose IRS filings report $3,461,754 to it, the largest being CALIFORNIA COMMUNITY FOUNDATION ($1,062,661). 22 of them have funded it in more than one year, and 58% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$49M
Funders on record
31
Grants received
$3.5M
Net assets
$19M
22/31 repeat funderspeak grant-dependency 2%
01What it does

What Momentum Agencies does

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.

As stated on its FY2025 Form 990.

Programs

  1. 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.

    $8,513,766 spent$5,667,943 earned by the program
    20% of program spending
  2. 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.

    $22,940,571 spent$23,405,163 earned by the program
    55% of program spending
  3. 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.

    $4,766,438 spent$4,081,871 earned by the program
    11% of program spending
  4. Icf/dd facilities and program development, cls, and refresh

    $5,693,661 spent$5,546,728 earned by the program
    14% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $41,914,436.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($31M) Expenses 100 ($31M) Net assets 100 ($2.9M)2018 Revenue 113 ($35M) Expenses 116 ($36M) Net assets 68 ($2.0M)2019 Revenue 126 ($40M) Expenses 123 ($39M) Net assets 104 ($3.0M)2021 Revenue 101 ($32M) Expenses 108 ($34M) Net assets 93 ($2.7M)2022 Revenue 162 ($51M) Expenses 140 ($44M) Net assets 459 ($13M)2023 Revenue 159 ($50M) Expenses 151 ($47M) Net assets 545 ($16M)2024 Revenue 177 ($56M) Expenses 159 ($50M) Net assets 737 ($21M)2025 Revenue 156 ($49M) Expenses 163 ($51M) Net assets 665 ($19M)
'17'18'19'21'22'23'24'25
Revenue (156)Expenses (163)Net assets (665)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $24M to $45M (+93%).

$9.1M
$9.6M
$11M
$12M
$24M
$45M
$56M
$59M
'17'18'19'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 0% · 2018 0% · 2019 0% · 2022 3% · 2023 3% · 2024 3% · 2025 3%. Grants only. Government contracts and fees sit inside program revenue.

18% of MOMENTUM AGENCIES’s revenue is contributions — more donation-reliant than the typical peer (7% for the typical peer).

This organization
Typical peer · 4,745 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

−$7k
’17
−$960k
’18
$1.0M
’19
−$2.3M
’21
$6.6M
’22
$2.5M
’23
$5.5M
’24
−$2.1M
’25
1.7
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Lori Anderson

President & CEO

Board chair

Tamara Hatwan

Chair

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2018 and FY2019 filings.

'17'18'19'21'22'23'24'25
Listed4063403637354640
Joined·+28+2·+8+4+12+8
No longer listed·525·76114
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 6 funders to 18 funders, grant income rose $222k → $470k.

11 of 31 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 58% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $59M from one payer (the payer shares this organization's board, largest Spastic Children's Endowment Foundation). These are real filings, and they are not money MOMENTUM AGENCIES raised.

From the IRS filings of MOMENTUM AGENCIES’s funders (the co-funder graph). Top 30 of 31 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

MOMENTUM AGENCIES has a broad base — no single funder exceeds 31% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

90% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MOMENTUM AGENCIES.

31%
largest funder
60%
top three
~6
effective funders

Largest funder’s share by year: 2017 58% · 2018 78% · 2019 39% · 2020 53% · 2021 55% · 2022 29% · 2023 30% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

38% of MOMENTUM AGENCIES's funders are still giving 3 years after their first grant; 71% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

58% of MOMENTUM AGENCIES's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $1.5M that is directly attributable, 93% of it comes from California funders.

IL
NY
NJ
CA
MO
TN
NC
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $2.0M arriving through sponsors registered in 8 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

MOMENTUM AGENCIES's revenue grew 56% between 2017 and 2025.

Operating margin−4% · bottom quartile
Months of reserve1.7mo · below the median
Revenue growth (annualized)6% · below the median

this organization peer median middle 50% of peers· 2,969 health nonprofits $10M–$100M, FY2025

Organizations like MOMENTUM AGENCIES

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

82% of spending goes to programs.

Program 82%Management 13%Fundraising 4%

Governance

32
board members
94%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Public support

93%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Part of a family of 26 related entities

  • Ucp-La Mgp LLC · disregarded
  • Momentum Work Inc · exempt
  • Momentum Wheels · exempt
  • Burbank Accessible Apartments · exempt
  • Culver City Accessible Apartments · exempt

Screen this organization

A dated, signed PDF of the compliance screen for MOMENTUM AGENCIES: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds MOMENTUM AGENCIES?
MOMENTUM AGENCIES (California) receives grants from 31 organizations whose IRS filings report $3,461,754 to it, the largest being CALIFORNIA COMMUNITY FOUNDATION ($1,062,661). 22 of them have funded it in more than one year, and 58% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does MOMENTUM AGENCIES have?
IRS filings report 31 organizations giving $3,461,754 in grants to MOMENTUM AGENCIES, 22 of which have funded it in more than one year.
Who is the largest funder of MOMENTUM AGENCIES?
CALIFORNIA COMMUNITY FOUNDATION is the largest funder on record, with $1,062,661 in grants. The full list of funders is on this page.
How can an organization like MOMENTUM AGENCIES find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 31 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing