MOMENTUM FOR HEALTH: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MOMENTUM FOR HEALTH (EIN 94-1496052)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202431369349310848
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T13:56:59-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941496052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOMENTUM FOR HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOME | BusinessNameControlTxt |
| Phone | 4086426056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1922 THE ALAMEDA 300 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MINETA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4086426056 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | MINETA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE VAN | PreparerPersonNm |
| PTIN | P01294411 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2024-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID MINETA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1922 THE ALAMEDA 300 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,867,455 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOMENTUMFORHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | HELPING PEOPLE ACHIEVE MENTAL AND EMOTIONAL HEALTH, DISCOVER THEIR POTENTIAL, AND FULLY PARTICIPATE IN LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 629 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | -$281,474 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $46,280,279 | PYContributionsGrantsAmt |
| CY Contributions Grants | $58,120,741 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,653,236 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,776,663 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,017,692 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,487 | CYInvestmentIncomeAmt |
| PY Other Revenue | $372,887 | PYOtherRevenueAmt |
| CY Other Revenue | -$905,927 | CYOtherRevenueAmt |
| PY Total Revenue | $66,324,094 | PYTotalRevenueAmt |
| CY Total Revenue | $64,047,964 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,409,956 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,980,181 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $46,933,465 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $54,388,561 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $664,566 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,054,878 | PYOtherExpensesAmt |
| CY Other Expenses | $12,804,718 | CYOtherExpensesAmt |
| PY Total Expenses | $57,398,299 | PYTotalExpensesAmt |
| CY Total Expenses | $69,173,460 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,925,795 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,125,496 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,751,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,075,538 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,695,780 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,107,526 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,055,575 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,968,012 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HELPING PEOPLE ACHIEVE MENTAL AND EMOTIONAL HEALTH, DISCOVER THEIR POTENTIAL, AND FULLY PARTICIPATE IN LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,714,163 | ExpenseAmt |
| Grant | $1,960,461 | GrantAmt |
| Revenue | $3,056,390 | RevenueAmt |
| Desc | PROVIDE OUTPATIENT BEHAVIORAL, MENTAL, AND SUBSTANCE ADDICTION SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,120,316 | ExpenseAmt |
| Grant | $19,719 | GrantAmt |
| Revenue | $3,720,273 | RevenueAmt |
| Desc | PROVIDE CRISIS RESIDENTIAL SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $54,834,479 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 195 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 629 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCE DEPARTMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4086426056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1922 THE ALAMEDA STE 300 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID K MINETA | |||||||||
| CEO/PRESIDENT | 40.00 | Yes (X) | Yes (X) | $297,890 | $0 | $12,311 | |||
| MARY ROTUNNO | |||||||||
| CHAIR (THRU 1/23)/DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.00 | ||
| GEORGINA BACA | |||||||||
| DIRECTOR (THRU 1/23)/CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.00 | ||
| DELPHIA EDWARDS | |||||||||
| VICE CHAIR (THRU 6/23)/DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.00 | ||
| KATHRYN WILLIAMS | |||||||||
| VICE CHAIR (START 6/23) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.00 | ||
| JOYCE PUOPOLO | |||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.00 | ||
| JIM BERTONIS | |||||||||
| TREASURER (THRU 6/23)/DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.00 | ||
| JONATHAN MICHAEL | |||||||||
| TREASURER (START 6/23) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.00 | ||
| FERNANDO HERNANDEZ | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| HAL MAHON | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| JAHMAL WILLIAMS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| JASON NORIEGA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| RICHARD LOFTUS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| JASON REYNOLDS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| TERI EYRE | |||||||||
| DIRECTOR (START 5/23) | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| LEE THORPE-CRITTEN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| JAIME CHAVEZ | |||||||||
| DIRECTOR (START 6/23) | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| PATRICK TONDREAU | |||||||||
| DIRECTOR (START 6/23) | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| WILLIAM RIPPE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| SHEFALI MILLER | |||||||||
| CHIEF MEDICAL OFFICER | 40.00 | Yes (X) | $520,159 | $0 | $25,200 | ||||
| KEVIN DEWITT | |||||||||
| CFO/COO (THRU 10/22) | 40.00 | Yes (X) | $256,102 | $0 | $18,208 | ||||
| THERESA MATACIA | |||||||||
| CFO | 40.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| JAMES MILLSAP | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $188,998 | $0 | $29,213 | Yes (X) | ||||
| GAIL CAMPANALE | |||||||||
| CHIEF OFFICER OF OUTPATIENT PROGRAMS | 40.00 | $161,537 | $0 | $25,979 | 0.00 | Yes (X) | |||
| ELEONORE SOSA PACE | |||||||||
| CHIEF OFFICER OF RES & CRML JUSTICE | 40.00 | $168,320 | $0 | $11,623 | 0.00 | Yes (X) | |||
| PETER TRAN | |||||||||
| DIR. OF INFORMATION TECHNOLOGY | 40.00 | $183,308 | $0 | $19,431 | 0.00 | Yes (X) | |||
| MAKSIM MARCHENKO | |||||||||
| PSYCHIATRIST | 40.00 | $495,339 | $0 | $13,337 | Yes (X) | ||||
| TOMASZ A ROSSE | |||||||||
| PSYCHIATRIST | 40.00 | $420,800 | $0 | $24,712 | Yes (X) | ||||
| YEDIDA Z RISSMAN | |||||||||
| PSYCHIATRIST | 40.00 | $414,880 | $0 | $13,000 | Yes (X) | ||||
| TYSON S TORRES | |||||||||
| PSYCHIATRIST | 40.00 | $446,064 | $0 | $25,200 | Yes (X) | ||||
| MICHAEL V HUYNH | |||||||||
| PSYCHIATRIST | 40.00 | $426,300 | $0 | $23,524 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,979,697 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $241,738 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 97 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRAN JR CONSTRUCTION CORP | |||||
| 728 DAKOTA DR | SAN JOSE | CA | 95111 | CONSTRUCTION SERVICES | $702,710 |
| JAIME MATURINO GARDENING | |||||
| 1585 N 14TH STREET | SAN JOSE | CA | 95112 | GARDENING AND HANDY MAN SERVICES | $424,581 |
| JACKSON & COKER LOCUMTENENS LLC | |||||
| 2655 NORTHWINDS PARKWAY | ALPHARETTA | GA | 30009 | PHYSICIANS PLACEMENT SERVICE | $341,946 |
| MAGIC CARPET CLEANERS | |||||
| 1585 N 14TH STREET | SAN JOSE | CA | 95112 | CARPET CLEANING SERVICES | $271,436 |
| LITTLER MENDELSON PC | |||||
| 333 BUSH ST 34TH FLOOR | SAN FRANCISCO | CA | 94104 | LEGAL SERVICES | $184,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $156,616 | FundraisingAmt |
| Government Grants | $57,124,995 | GovernmentGrantsAmt |
| All Other Contributions | $839,130 | AllOtherContributionsAmt |
| Total Contributions | $58,120,741 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICES REVENUE | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $6,776,663 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,776,663 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,776,663 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,462 | TotalRevenueColumnAmt |
| Exclusion | $56,462 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $857,479 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,694,572 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$837,093 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$837,093 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$281,474 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$555,619 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,051,143 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,051,118 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25 | TotalRevenueColumnAmt |
| Exclusion | $25 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $156,616 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $73,801 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$73,801 | TotalRevenueColumnAmt |
| Exclusion | -$73,801 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,967 | TotalRevenueColumnAmt |
| Exclusion | $4,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,967 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,047,964 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,776,663 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$281,474 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$567,966 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,980,181 | TotalAmt |
| Program Services | $1,980,181 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,101,703 | TotalAmt |
| Program Services | $38,075,776 | ProgramServicesAmt |
| Management And General | $6,608,605 | ManagementAndGeneralAmt |
| Fundraising | $417,322 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,438,804 | TotalAmt |
| Program Services | $1,217,583 | ProgramServicesAmt |
| Management And General | $208,477 | ManagementAndGeneralAmt |
| Fundraising | $12,744 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,013,607 | TotalAmt |
| Program Services | $3,337,349 | ProgramServicesAmt |
| Management And General | $630,262 | ManagementAndGeneralAmt |
| Fundraising | $45,996 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,834,447 | TotalAmt |
| Program Services | $3,311,378 | ProgramServicesAmt |
| Management And General | $488,130 | ManagementAndGeneralAmt |
| Fundraising | $34,939 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,091 | TotalAmt |
| Management And General | $99,091 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Management And General | $50,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,039,976 | TotalAmt |
| Program Services | $537,746 | ProgramServicesAmt |
| Management And General | $2,432,142 | ManagementAndGeneralAmt |
| Fundraising | $70,088 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,262 | TotalAmt |
| Program Services | $61,696 | ProgramServicesAmt |
| Management And General | $39,395 | ManagementAndGeneralAmt |
| Fundraising | $4,171 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,276,239 | TotalAmt |
| Program Services | $1,626,512 | ProgramServicesAmt |
| Management And General | $612,312 | ManagementAndGeneralAmt |
| Fundraising | $37,415 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,965 | TotalAmt |
| Program Services | $57,158 | ProgramServicesAmt |
| Management And General | $41,807 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,897,086 | TotalAmt |
| Program Services | $2,352,742 | ProgramServicesAmt |
| Management And General | $537,405 | ManagementAndGeneralAmt |
| Fundraising | $6,939 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,578 | TotalAmt |
| Program Services | $352,927 | ProgramServicesAmt |
| Management And General | $28,626 | ManagementAndGeneralAmt |
| Fundraising | $25 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,701 | TotalAmt |
| Program Services | $86,863 | ProgramServicesAmt |
| Management And General | $109,849 | ManagementAndGeneralAmt |
| Fundraising | $1,989 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,353 | TotalAmt |
| Program Services | $287,055 | ProgramServicesAmt |
| Management And General | $256,298 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,129,507 | TotalAmt |
| Program Services | $911,925 | ProgramServicesAmt |
| Management And General | $214,611 | ManagementAndGeneralAmt |
| Fundraising | $2,971 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,124 | TotalAmt |
| Program Services | $519,291 | ProgramServicesAmt |
| Management And General | $101,782 | ManagementAndGeneralAmt |
| Fundraising | $5,051 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LEGAL SETTLEMENT | $975,000 | $975,000 | ||
| MEMBERSHIP DUES & LICEN | $145,558 | $144,074 | $534 | $950 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,278 | TotalAmt |
| Program Services | $117,763 | ProgramServicesAmt |
| Management And General | $96,549 | ManagementAndGeneralAmt |
| Fundraising | $23,966 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,173,460 | TotalAmt |
| Program Services | $54,834,479 | ProgramServicesAmt |
| Management And General | $13,674,415 | ManagementAndGeneralAmt |
| Fundraising | $664,566 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,272,230 | BOYAmt |
| EOY | $5,460,358 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,008,660 | BOYAmt |
| EOY | $602,644 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,423,239 | BOYAmt |
| EOY | $6,682,814 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,187,418 | BOYAmt |
| EOY | $2,156,919 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,852 | BOYAmt |
| EOY | $1,206,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,259,792 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,459,845 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,945,847 | BOYAmt |
| EOY | $35,799,947 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,689,958 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,151 | BOYAmt |
| EOY | $3,166,219 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,751,355 | BOYAmt |
| EOY | $55,075,538 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,051,406 | BOYAmt |
| EOY | $9,216,552 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,486 | BOYAmt |
| EOY | $82,270 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,146,849 | BOYAmt |
| EOY | $17,143,071 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,418,039 | BOYAmt |
| EOY | $3,665,633 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,695,780 | BOYAmt |
| EOY | $30,107,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,041,965 | BOYAmt |
| EOY | $24,912,695 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,610 | BOYAmt |
| EOY | $55,317 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,055,575 | BOYAmt |
| EOY | $24,968,012 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,751,355 | BOYAmt |
| EOY | $55,075,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,125,496 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,512 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,027,421 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,131,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,740,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,101,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,280,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,120,741 | CurrentTaxYearAmt |
| Total | $237,374,777 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,131,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,740,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,101,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,280,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,120,741 | CurrentTaxYearAmt |
| Total | $237,374,777 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $237,374,777 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $616,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,462 | CurrentTaxYearAmt |
| Total | $816,746 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,876 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $544,574 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $530,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,967 | CurrentTaxYearAmt |
| Total | $989,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $239,725,454 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $41,303,892 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 193,788. 2019 AMOUNT: $ 173,389. 2020 AMOUNT: $ 86,222. 2021 AMOUNT: $ 530,991. 2022 AMOUNT: $ 4,967. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,939,896 | OtherCostOrOtherBasisAmt |
| Book Value | $13,939,896 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,866,246 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,426,826 | DepreciationAmt |
| Book Value | $20,439,420 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,320 | DepreciationAmt |
| Book Value | $13,016 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,361,095 | OtherCostOrOtherBasisAmt |
| Depreciation | $390,298 | DepreciationAmt |
| Book Value | $970,797 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $998,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $561,401 | DepreciationAmt |
| Book Value | $436,818 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,799,947 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $733,000 |
| ROU ASSETS | $2,433,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,166,219 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS HELD | $90,866 |
| FACILITY LEASES | $1,041,823 |
| LEASE LIABILITIES | $2,532,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,665,633 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,854,269 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,512 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,768,372 | OtherRevenueAmt |
| Revenue Not Reported | $1,778,884 | RevenueNotReportedAmt |
| Revenue Subtotal | $65,075,385 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,027,421 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,027,421 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $64,047,964 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $70,941,832 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,768,372 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,768,372 | ExpensesNotReportedAmt |
| Expenses Subtotal | $69,173,460 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $69,173,460 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE AGENCY IS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN GRANTED TAX-EXEMPT STATUSES BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF JUNE 30, 2023, THE AGENCY HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,694,571. SPECIAL EVENT EXPENSES 73,801. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MARKET VALUE ADJUSTMENT -1,027,421. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,694,571. SPECIAL EVENT EXPENSES 73,801. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SHINING STAR FY 23 | Event1Nm |
| Gross Receipts Event1 | $156,616 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $156,616 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $73,801 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $156,616 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $156,616 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $73,801 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,801 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$73,801 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE | GrantTypeTxt |
| Recipient | 601 | RecipientCnt |
| Cash Grant | $1,980,181 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHEFALI MILLER | ||||||||||||||
| CHIEF MEDICAL OFFICER | $520,159 | $0 | $0 | $0 | $0 | $0 | $12,200 | $0 | $13,000 | $0 | $545,359 | $0 | $0 | $0 |
| MAKSIM MARCHENKO | ||||||||||||||
| PSYCHIATRIST | $490,123 | $0 | $5,216 | $0 | $0 | $0 | $12,053 | $0 | $1,284 | $0 | $508,676 | $0 | $0 | $0 |
| TYSON S TORRES | ||||||||||||||
| PSYCHIATRIST | $442,928 | $0 | $3,136 | $0 | $0 | $0 | $12,200 | $0 | $13,000 | $0 | $471,264 | $0 | $0 | $0 |
| MICHAEL V HUYNH | ||||||||||||||
| PSYCHIATRIST | $422,156 | $0 | $4,144 | $0 | $0 | $0 | $12,200 | $0 | $11,324 | $0 | $449,824 | $0 | $0 | $0 |
| TOMASZ A ROSSE | ||||||||||||||
| PSYCHIATRIST | $420,800 | $0 | $0 | $0 | $0 | $0 | $11,712 | $0 | $13,000 | $0 | $445,512 | $0 | $0 | $0 |
| YEDIDA Z RISSMAN | ||||||||||||||
| PSYCHIATRIST | $412,800 | $0 | $2,080 | $0 | $0 | $0 | $0 | $0 | $13,000 | $0 | $427,880 | $0 | $0 | $0 |
| DAVID K MINETA | ||||||||||||||
| CEO/PRESIDENT | $297,890 | $0 | $0 | $0 | $0 | $0 | $11,829 | $0 | $482 | $0 | $310,201 | $0 | $0 | $0 |
| KEVIN DEWITT | ||||||||||||||
| CFO/COO (THRU 10/22) | $256,102 | $0 | $0 | $0 | $0 | $0 | $9,359 | $0 | $8,849 | $0 | $274,310 | $0 | $0 | $0 |
| JAMES MILLSAP | ||||||||||||||
| EXECUTIVE DIRECTOR | $188,998 | $0 | $0 | $0 | $0 | $0 | $16,977 | $0 | $12,236 | $0 | $218,211 | $0 | $0 | $0 |
| PETER TRAN | ||||||||||||||
| DIR. OF INFORMATION TECHNOLOGY | $180,632 | $0 | $2,676 | $0 | $0 | $0 | $6,431 | $0 | $13,000 | $0 | $202,739 | $0 | $0 | $0 |
| GAIL CAMPANALE | ||||||||||||||
| CHIEF OFFICER OF OUTPATIENT PROGRAMS | $161,537 | $0 | $0 | $0 | $0 | $0 | $14,506 | $0 | $11,473 | $0 | $187,516 | $0 | $0 | $0 |
| ELEONORE SOSA PACE | ||||||||||||||
| CHIEF OFFICER OF RES & CRML JUSTICE | $168,320 | $0 | $0 | $0 | $0 | $0 | $11,141 | $0 | $482 | $0 | $179,943 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUS PAYMENTS ARE CONSIDERED NON-FIXED PAYMENTS. FOR THOSE THAT ARE ELIGIBLE FOR BONUS PAYMENTS, THEY ARE BASED ON QUARTERLY PERFORMANCE AND CAN RANGE FROM 1%-3% OF THEIR SALARY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | MOMENTUM FOR HEALTH HIRED THERESA MATACIA AS CFO ON 11/4/2023 THROUGH PLATINUM RESOURCE GROUP, A MANAGEMENT CONSULTING FIRM. AS MOMENTUM FOR HEALTH'S CFO, THERESA REPORTS TO THE CEO AND THE BOARD OF DIRECTORS AND HER RESPONSIBILITIES INCLUDE: OVERSEEING ALL FINANCIAL AND ACCOUNTING FUNCTIONS INCLUDING FINANCIAL CLOSE, FINANCIAL PLANNING & ANALYSIS, CASH MANAGEMENT, FINANCING, TAX AND REGULATORY FINANCIAL COMPLIANCE, PAYROLL AND ACCOUNTS PAYABLE. THE PROFESSIONAL SERVICES EXPENSE TO PLATINUM RESOURCES GROUP IS PAID BY MOMENTUM FOR HEALTH DIRECTLY. THE TOTAL AMOUNT PAID TO PLATINUM RESOURCES GROUP FOR CFO SERVICES IN 2022 WAS 39,267. |
| FORM 990, PART VI, SECTION B, LINE 11B | MOSS ADAMS PREPARES THE TAX RETURNS BASED ON THE AUDITED FINANCIAL STATEMENTS. APPLICABLE INFORMATION IS ALSO PROVIDED BY MOMENTUM FINANCE CONTROLLER, REVIEWED BY (INTERIM) CFO, WHO ALSO REVIEWED THE DRAFT TAX RETURNS, DISCUSSED WITH THE TAX TEAM AND APPROVED THE TAX RETURNS. THE (INTERIM) CFO PROVIDED THE TAX RETURNS TO THE EXECUTIVE COMMITTEE, THE AUDIT COMMITTEE, AND THE BOARD FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL REVIEWS ARE CONDUCTED TO MONITOR AND ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | MOMENTUM FOR HEALTH ENGAGED WITH AN OUTSIDE COMPENSATION CONSULTANT WHO CONDUCTED A MARKET STUDY ON MARKET COMPETITIVE LEVELS FOR TOTAL DIRECT COMPENSATION, TOTAL CASH COMPENSATION, AND BASE SALARY FOR 11 SELECT POSITIONS AT MOMENTUM. THE METHODOLOGY USED BY THIS CONSULTANT WAS TO REQUEST A COMPREHENSIVE SET OF INTERNAL DATA, INTERVIEW THE HR MANAGER TO ALIGN THEIR ANALYSIS, AND UTILIZE 22 DIFFERENT PUBLISHED AND PRIVATE SURVEYS PLUS NUMEROUS OTHER REFERENCE POINTS OF NON-PROFITS IN THE US BY JOB POSITION. THE RESULT OF THIS ANALYSIS WAS A COMPENSATION MATRIX BY POSITION OF MARKET-BASED COMPENSATION LEVELS AT THE 25TH, 50TH, 60TH AND 75TH PERCENTILE. BASED ON THE RESULTS OF THIS STUDY AND FURTHER DISCUSSION, MOMENTUM'S CEO RECOMMENDED, AND THE COMPENSATION COMMITTEE OF THE MOMENTUM BOARD OF DIRECTORS APPROVED AN INCREASE IN THE BASE SALARIES TO THE 60TH PERCENTILE FOR 8 OF THE 11 POSITIONS IN THE STUDY AS OF 1/1/2024. MEETING MINUTES WERE INSCRIBED FOR ALL COMPENSATION COMMITTEE DISCUSSIONS ON THIS MATTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | MARKET VALUE ADJUSTMENT 1,027,421. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOMEBASE HOMES INC | ||||||||||
| 104 WHISPERING PINES SUITE 200 | SCOTTS VALLEY | CA | 95066 | 770155566 | LOW INCOME HOUSING | CA | 501(C)(3) | LINE 10 | MOMENTUM FOR HEALTH | Yes (1) |
| THE FOUNDATION FOR MENTAL HEALTH | ||||||||||
| 438 NORTH WHITE ROAD | SAN JOSE | CA | 95127 | 770224382 | DORMANT | CA | 501(C)(3) | LINE 12A, I | MOMENTUM FOR HEALTH | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |