2026-05-11T14:20:40-05:00 2025-06-30 770291466 HINRICHER & COUSINO LLP 3275 OLD CONEJO ROAD THOUSAND OAKS CA 91320 990 2024-07-01 237261108 SPASTIC CHILDREN'S ENDOWMENT FOUNDATION SPAS 8187822211 9509 VASSAR AVENUE A CHATSWORTH CA 91311 JOSEPH SIMONESCHI CFO 8187822211 2026-05-06 1 0 BRIAN COUSINO P01363025 8054961883 2026-05-06 2024 2025-03-06 01:10:19Z JOSEPH SIMONESCHI 9509 VASSAR AVENUE A CHATSWORTH CA 91311 14710264 0 X WWW.MOMENTUM4ALL.ORG X 1973 CA SPASTIC CHILDREN'S ENDOWMENT FOUNDATION WAS ESTABLISHED TO ENCOURAGE, SOLICIT, AND MANAGE PRIVATE GIFTS FOR THE BENEFIT OF MOMENTUM AGENCIES AND ITS CHARITABLE MISSION AND PROGRAMS. 8 8 0 0 0 5220 27882 2143615 0 0 931396 1799022 7143085 5266503 8102363 9209140 13501894 5288253 0 0 0 0 0 0 0 412168 433690 13914062 5721943 -5811699 3487197 82212886 88583083 6607 6831 82206279 88576252 SPASTIC CHILDREN'S ENDOWMENT FOUNDATION WAS ESTABLISHED TO ENCOURAGE, SOLICIT, AND MANAGE PRIVATE GIFTS FOR THE BENEFIT OF MOMENTUM AGENCIES AND ITS CHARITABLE MISSION AND PROGRAMS. 0 0 5622686 5288253 7065525 SPASTIC CHILDREN'S ENDOWMENT FOUNDATION WAS ESTABLISHED TO ENCOURAGE, SOLICIT, AND MANAGE PRIVATE GIFTS FOR THE BENEFIT OF MOMENTUM AGENCIES AND ITS CHARITABLE MISSION AND PROGRAMS. 5622686 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 1 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X JOSEPH SIMONESCHI 8187822211 9509 VASSAR AVENUE SUITE A CHATSWORTH CA 91311 PETER WILLIAM SHAPIRO DIRECTOR 1.00 X 0 0 0 PETER LONGO CHAIR 1.00 X X 0 0 0 RONALD LEVENSON TREASURER 1.00 X X 0 0 0 RICHARD HANSEN DIRECTOR 1.00 X 0 0 0 RONALD S COHEN DIRECTOR 1.00 X 0 0 0 PAUL MILLER CO-CHAIR 1.00 X X 0 0 0 PAIGE LEVENSTEIN SECRETARY 1.00 X X 0 0 0 DAN NGUYEN DIRECTOR 1.00 X 0 0 0 LORI ANDERSON PRESIDENT & CEO 10.00 50.00 X 0 654539 23000 JOE SIMONESCHI CHIEF FINANCIAL OFFICER 10.00 50.00 X 0 362808 23000 0 1017347 46000 0 0 1 0 0 2143615 2143615 750609 750609 6549537 5501124 1048413 1048413 1048413 PARTNERSHIP INCOME (LOSS) 900099 5266503 5266503 5266503 9209140 7065525 0 0 5288253 5288253 24838 24838 334433 334433 15666 15666 50424 50424 8329 8329 5721943 5622686 99257 0 2420585 2559035 79792301 86024048 82212886 88583083 6607 6831 6607 6831 X 74762000 80971297 7444279 7604955 82206279 88576252 82212886 88583083 3487197 2882776 0 X X 0 1 X 1 0 X X 1 MOMENTUM AGENCIES 951648203 7 1 5288253 0 1 5288253 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 STOCKS & BONDS HELD BY VARIOUS BROKERAGES 86024048 F 86024048 11757483 2882776 2882776 8874707 334433 334433 9209140 5387510 0 5387510 334433 334433 5721943 1 MOMENTUM AGENCIES 9509 VASSAR AVENUE SUITE A CHATSWORTH CA 91311 951648203 501(C)(3) 4788253 0 CASH GENERAL SUPPORT, BUILDING PURCHASE, UPGRADES AND BUILDING IMPROVEMENTS UCLA CENTER FOR CEREBRAL PALSY 1111 FRANKLIN STREET 12TH FLOOR OAKLAND CA 94607 943067788 501(C)(3) 500000 0 CASH GENERAL SUPPORT X X X X 0 0 0 0 0 0 0 0 0 LORI ANDERSON PRESIDENT & CEO 0 444539 0 210000 0 0 0 23000 0 0 0 677539 0 0 JOE SIMONESCHI CHIEF FINANCIAL OFFICER 0 305128 0 57680 0 0 0 23000 0 0 0 385808 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS MOMENTUM AGENCIES A 501C(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION IS MOMENTUM AGENCIES WHO APPOINTS INDIVIDUALS TO SERVE ON THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CFO FOR THE SPONSORING ORGANIZATION MOMENTUM AGENCIES REVIEWS THE FORM 990 FOR ACCURACY AND COMPLETENESS AND REPORTS TO THE BOARD THAT IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES, ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE HUMAN CAPITAL COMMITTEE OF THE BOARD OF DIRECTORS OF MOMENTUM AGENCIES REVIEWS AND APPROVES THE COMPENSATION, INCLUDING BENEFITS, OF THE PRESIDENT/CEO OF MOMENTUM AGENCIES. THE COMMITTEE INFORMS THE OFFICERS OF THE BOARD OF DIRECTORS OF MOMENTUM AGENCIES OF THE APPROVAL. THE REVIEW AND APPROVAL PROCESS OCCURS INITIALLY UPON HIRING, UPON RENEWAL OR EXTENSION OF THE TERM OF EMPLOYMENT, AND WHENEVER THE OFFICER'S COMPENSATION IS MODIFIED. REVIEW AND APPROVAL IS NOT REQUIRED WHEN MODIFICATION OF COMPENSATION EXTENDS TO SUBSTANTIALLY ALL EMPLOYEES OF MOMENTUM AGENCIES. THE ORGANIZATION DOES NOT HAVE EMPLOYEES; THE CEO AND CFO ARE EMPLOYEES OF MOMENTUM AGENCIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XI LINE 2C THE PROCESS BY WHICH THE AUDIT COMMITTEE OVERSEES THE AUDIT AND SELECTS AN INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINES 13 AND 14 THE ORGANIZATION HAS NO EMPLOYEES. HOWEVER, A RELATED ORGANIZATION, MOMENTUM AGENCIES, HAS WRITTEN WHSTLEBLOWER AND DOCUMENT RETENTION POLICIES. SINCE EMPLOYEES OF MOMENTUM AGENCIES OVERSEE AND MANAGE THE DAILY OPERATIONS OF THE ORGANIZATION, MOMENTUM AGENCIES' POLICIES ARE USED BY THE ORGANIZATION. MOMENTUM AGENCIES 9509 VASSAR AVENUE SUITE A CHATSWORTH CA 91311 951648203 TO PROVIDE SUPPORT SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES CA 501(C)(3) 170(B)(1)(A)(VI) NONE 0 MOMENTUM WORK INC 5320 CARPINTERIA AVENUE SUITE G CARPINTERIA CA 93013 952598337 TO PROVIDE SUPPORT SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES CA 501(C)(3) 170(B)(1)(A)(VI) NONE 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MOMENTUM AGENCIES B 5288253 ACTUAL AMOUNT MOMENTUM AGENCIES O 50424 ACTUAL AMOUNT MOMENTUM AGENCIES - LOAN GUARANTEE D 16539627 LOAN BALANCE