MOMENTUM AGENCIES (EIN 951648203) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1945

Legal Domicile

Principal Officer

JOSEPH SIMONESCHI

Phone

8187822211

Tax Period

2024-07-01 to 2025-06-30

MOMENTUM AGENCIES, founded in 1945, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $49.0M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,909,503

Program Service Revenue $38,701,705

Investment Income $102,293

Other Revenue $1,291,632

TOTAL REVENUE $49,005,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,594,642

Fundraising Expenses $2,297,368

Program Expenses $41,914,436

Other Expenses $16,488,340

TOTAL EXPENSES $51,082,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$49,005,133	$55,604,710	-0.1%
Expenses	$51,082,982	$50,105,881	+0.0%
Net Income	$-2,077,849	$5,498,829	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

886

Volunteers

274

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,581,455

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMARA HATWAN	CHAIR	0.50	Officer Director	$0	$0	$0
PETER LONGO	VICE CHAIR	0.50	Officer Director	$0	$0	$0
BILLY WALK	SECRETARY	0.50	Officer Director	$0	$0	$0
DAN LYKKEN	TREASURER	0.50	Officer Director	$0	$0	$0
LAURA BUITRAGO	DIRECTOR	0.50	Director	$0	$0	$0
WILL CONAWAY	DIRECTOR	0.50	Director	$0	$0	$0
NANCY DONNELLY	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN EBERHART	DIRECTOR	0.50	Director	$0	$0	$0
BRANDON L FEITELSON	DIRECTOR	0.50	Director	$0	$0	$0
BILL FOLTZ	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW GUMPERT	DIRECTOR	0.50	Director	$0	$0	$0
NICOLE GUMPERT MA	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD HANSEN	DIRECTOR	0.50	Director	$0	$0	$0
DAVID KUSHELL	DIRECTOR	0.50	Director	$0	$0	$0
RONALD LEVENSON	DIRECTOR	0.50	Director	$0	$0	$0
JJ LEVENSTEIN MD FAAP	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN P MCCARTHY	DIRECTOR	0.50	Director	$0	$0	$0
PAUL MILLER	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET NAGLE	DIRECTOR	0.50	Director	$0	$0	$0
NANCY A NIPARKO MD	DIRECTOR	0.50	Director	$0	$0	$0
TERRI HILLIARD OLSON	DIRECTOR	0.50	Director	$0	$0	$0
DIANE Y PETERSEN MD	DIRECTOR	0.50	Director	$0	$0	$0
LISA RADESKI	DIRECTOR	0.50	Director	$0	$0	$0
NICK ROXBOROUGH	DIRECTOR	0.50	Director	$0	$0	$0
NESTRO SERRANO	DIRECTOR	0.50	Director	$0	$0	$0
PETER WILLIAM SHAPIRO	DIRECTOR	0.50	Director	$0	$0	$0
KHURRAM SIDDIQUI	DIRECTOR	0.50	Director	$0	$0	$0
RICK STERN	DIRECTOR	0.50	Director	$0	$0	$0
JORY TREMBLAY	DIRECTOR	0.50	Director	$0	$0	$0
MARK WEINFELD	DIRECTOR	0.50	Director	$0	$0	$0
TREVOR R WITT	DIRECTOR	0.50	Director	$0	$0	$0
JERE YATES PHD	DIRECTOR	0.50	Director	$0	$0	$0
LORI ANDERSON	PRESIDENT & CEO	60.00	Officer	$654,539	$23,000	$677,539
JULIE IPPOLITI	CHIEF PROGRAM OFFICER	50.00	Officer	$239,077	$0	$239,077
JOE SIMONESCHI	CHIEF FINANICAL OFFICER	50.00	Officer	$362,808	$23,000	$385,808
AMY SIMONS	CHIEF DEVELOPMENT OFFICER	50.00	Officer	$259,818	$19,213	$279,031
DYANA LIEN	CONTROLLER	50.00	Highest	$164,068	$3,088	$167,156
SHANNON LABRIE	VP OF HUMAN RESOURCES	50.00	Highest	$160,207	$0	$160,207
SLYVIA OWEN	SR. DIRECTOR OF HUMAN RESOURCES	50.00	Highest	$157,160	$2,080	$159,240
SAIER SADIQ	VP OF OPERATIONS	50.00	Highest	$155,361	$2,382	$157,743

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$49,005,133	$51,082,982	$58,592,243	$-2,077,849
2024	No data	No data	No data	No data
2023	$49,914,037	$47,412,337	$45,362,352	$2,501,700
2022	$50,752,607	$44,113,600	$23,551,895	$6,639,007
2021	$31,597,393	$33,930,783	$11,510,499	$-2,333,390
2019	$39,704,124	$38,677,862	$11,335,910	$1,026,262
2018	$35,348,191	$36,308,270	$9,611,299	$-960,079

MOMENTUM AGENCIES