MOMENTUM FOR HEALTH: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MOMENTUM FOR HEALTH (EIN 94-1496052)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-11-11
IRS object ID
201323169349301167
Schema version
2012v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-11T11:17:00-08:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Nichols Rick & CompanyBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line116360 Monterey Road Suite 170AddressLine1
CityMorgan HillCity
StateCAState
ZIP Code95037ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN941496052EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MOMENTUM FOR MENTAL HEALTHBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMOMENameControl
Phone4082617777Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1438 NORTH WHITE ROADAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95127ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePAUL TAYLORName
TitlePresident & CEOTitle
Date Signed2013-11-11DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN S RICKName
PTINP00067323PTIN
Phone4087793313Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts28748083GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web Sitewww.momentumformentalhealth.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1997YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionSEE ATTACHED.ActivityOrMissionDescription
Nbr Voting Members Governing Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees429TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year23389864ContributionsGrantsPriorYear
Contributions Grants Current Year22854341ContributionsGrantsCurrentYear
Program Service Revenue Prior Year5252604ProgramServiceRevenuePriorYear
Program Service Revenue CY5855444ProgramServiceRevenueCY
Investment Income Prior Year10603InvestmentIncomePriorYear
Investment Income Current Year4947InvestmentIncomeCurrentYear
Other Revenue Prior Year213856OtherRevenuePriorYear
Other Revenue Current Year6132OtherRevenueCurrentYear
Total Revenue Prior Year28866927TotalRevenuePriorYear
Total Revenue Current Year28720864TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year22055779SalariesEtcPriorYear
Salaries Etc Current Year22452601SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year418418TotalFundrsngExpCurrentYear
Other Expense Prior Year5959965OtherExpensePriorYear
Other Expenses Current Year5658923OtherExpensesCurrentYear
Total Expenses Prior Year28015744TotalExpensesPriorYear
Total Expenses Current Year28111524TotalExpensesCurrentYear
Revenues Less Expenses Prior Year851183RevenuesLessExpensesPriorYear
Revenues Less Expenses CY609340RevenuesLessExpensesCY
Total Assets BOY23825475TotalAssetsBOY
Total Assets EOY24317761TotalAssetsEOY
Total Liabilities BOY10887036TotalLiabilitiesBOY
Total Liabilities EOY10769982TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY12938439NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY13547779NetAssetsOrFundBalancesEOY
Mission DescriptionSEE ATTACHED.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense12478003Expense
DescriptionOUTPATIENT SERVICES-SEE ATTACHEDDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense9167313Expense
DescriptionCRISIS AND TRANSITIONAL RESIDENTIAL-SEE ATTACHEDDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1528306Expense
DescriptionDAY SERVICES-SEE ATTACHEDDescription
FieldValueIRS element (for citing)
Total Program Service Expense23173622TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109668NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees429NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members13NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonFINANCE DEPARTMENTNamePerson
Telephone Number4082617135TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12001 THE ALAMEDAAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95126ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
GINGER SOTELO
Director2.000.00X000
FERNANDO HERNANDEZ
Director2.000.00X000
LARRY BURNS
Treasurer5.000.00X000X
JOYCE PUOPOLO
Vice Chair5.000.00X000X
MICHELLE MEREDITH-BOWEN
Director2.000.00X000
BART STRATTON
Director2.000.00X000
BARBARA ZENZ
Secretary5.000.00X000X
RICHARD FOLEY
Director2.000.00X000
MELINDA CLIFFORD
Director2.000.00X000
GREGORY WALTON
Director2.000.00X000
JASON NOREIGA
Chair5.000.00X000X
KYLE MORGENROTH
Director2.000.00X000
PAUL TAYLOR
President40.000.00X191047017048X
MELINDA GOLDEN
CFO40.000.0016207206501X
LESLIE BARRY-CONNORS
DEVELOPMENT DIRECTOR0.000.0013797400X
JOHN JENNINGS
HUMAN RESOURCE DIRECTOR40.000.0013954505597X
JERRY MCCANN
COMMUNITY SERVICE DIRECTOR40.000.00113445010238X
DANIEL CORREA
RESIDENTIAL PROGRAM DIRECTOR40.000.00113445010238X
MICHAEL QUACH
MED DIRECTOR40.000.0022474609015X
OANH VU
PSYCHIATRIST40.000.00230280016165X
BAOLING CHAI
PSYCHIATRIST40.000.00220363015703X
ZAAKIR OONAO
PSYCHIATRIST40.000.0012694002080X
WILLIAM SASTRY
PSYCHIATRIST40.000.001207800353X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1780637TotalReportableCompFromOrg
Total Other Compensation92938TotalOtherCompensation
Number Individuals GT100 K17NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
NETSMART
PO BOX 415484BOSTONMA02241CONTRACT IT SERVICES168431
ALTERNATIVE BUSINESS SOLUTIONS
14858 WICKS BOULEVARDSAN LEANDROCA94577BILLING SERVICE378000
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Government Grants22716262GovernmentGrants
All Other Contributions138079AllOtherContributions
Noncash Contributions12411NoncashContributions
Total Contributions22854341TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionROOM AND BOARDDescription
Total Revenue Column5855444TotalRevenueColumn
Related Or Exempt Function Income5855444RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue5855444TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column4947TotalRevenueColumn
Exclusion$4,947ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events30628GrossIncomeFundraisingEvents
Fundraising Direct Expenses27219FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column3409TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionREFUNDS & REIMBURSEMENTSDescription
Total Revenue Column2723TotalRevenueColumn
Related Or Exempt Function Income2723RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue2723TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column28720864TotalRevenueColumn
Related Or Exempt Function Income5858167RelatedOrExemptFunctionIncome
Exclusion$4,947ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2340620Total
Program Services1605228ProgramServices
Management And General597418ManagementAndGeneral
Fundraising137974Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total15339674Total
Program Services13226280ProgramServices
Management And General2021663ManagementAndGeneral
Fundraising91731Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total594688Total
Program Services488910ProgramServices
Management And General97703ManagementAndGeneral
Fundraising8075Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2337277Total
Program Services1921465ProgramServices
Management And General384068ManagementAndGeneral
Fundraising31744Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1840342Total
Program Services1594073ProgramServices
Management And General226334ManagementAndGeneral
Fundraising19935Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total16592Total
Program Services11565ProgramServices
Management And General1534ManagementAndGeneral
Fundraising3493Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total0Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1051385Total
Program Services953809ProgramServices
Management And General84749ManagementAndGeneral
Fundraising12827Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total304403Total
Program Services258621ProgramServices
Management And General39245ManagementAndGeneral
Fundraising6537Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total24459Total
Program Services10685ProgramServices
Management And General11774ManagementAndGeneral
Fundraising2000Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total343658Total
Program Services294973ProgramServices
Management And General43670ManagementAndGeneral
Fundraising5015Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total615992Total
Program Services226221ProgramServices
Management And General385315ManagementAndGeneral
Fundraising4456Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total363899Total
Program Services307638ProgramServices
Management And General52668ManagementAndGeneral
Fundraising3593Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
BAD DEBTS300060300060
SPECIFIC ASSISTANCE48310548311045-50
SUPPLIES790083745881399354267
PROFESSIONAL FEES90248141416243138756932

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total462806Total
Program Services330941ProgramServices
Management And General101976ManagementAndGeneral
Fundraising29889Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total28111524Total
Program Services23173622ProgramServices
Management And General4519484ManagementAndGeneral
Fundraising418418Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY27850BOY
EOY28350EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3946140BOY
EOY3985558EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY4330962BOY
EOY4662858EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1076642BOY
EOY1230570EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY324474BOY
EOY219790EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis22038554LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec10360233LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY11696236BOY
EOY11678321EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY2423171BOY
EOY2512314EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY23825475BOY
EOY24317761EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2993298BOY
EOY3009813EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY7866025BOY
EOY7712926EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY27713BOY
EOY47243EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY10887036BOY
EOY10769982EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY11600741BOY
EOY13079129EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1337698BOY
EOY468650EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY12938439BOY
EOY13547779EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY23825475BOY
EOY24317761EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses609340ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years21775856CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22426535CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years24066691CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year23494758CurrentTaxYearMinus1Year
Current Tax Year22857750CurrentTaxYear
Total114621590Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years21775856CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22426535CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years24066691CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year23494758CurrentTaxYearMinus1Year
Current Tax Year22857750CurrentTaxYear
Total114621590Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total0AmountsSubstContributorsTotal
Public Support Total170114621590PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years34858CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9898CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10850CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10603CurrentTaxYearMinus1Year
Current Tax Year4947CurrentTaxYear
Total71156Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support114692746TotalSupport
Public Support Pertcentage1700.99940PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99870PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis3931896OtherCostOrOtherBasis
Book Value3931896BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis14545360OtherCostOrOtherBasis
Depreciation7153220Depreciation
Book Value7392140BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis380030OtherCostOrOtherBasis
Depreciation346202Depreciation
Book Value33828BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis206983OtherCostOrOtherBasis
Depreciation191889Depreciation
Book Value15094BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2974285OtherCostOrOtherBasis
Depreciation2668922Depreciation
Book Value305363BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings11678321TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
DEPOSITS427571
BOND RESERVES1466738
BOND ORIGINATION COSTS618005
FieldValueIRS element (for citing)
Total Book Value Other Assets2512314TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEPOSITS HELDDescription
Amount$47,243Amount
FieldValueIRS element (for citing)
Total Of Amounts47243TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt28720864TotRevenueEtcAuditedFinclStmt
Revenue Subtotal28720864RevenueSubtotal
Total Revenue Per Form99028720864TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt28111524TotExpensesEtcAuditedFinclStmt
Expenses Subtotal28111524ExpensesSubtotal
Total Expenses Per Form99028111524TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierPart XIdentifier
Return ReferencePart X : FIN48 FootnoteReturnReference
ExplanationNO MATERIAL IMPACT FROM IMPLEMENTATIONExplanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingfalseAgreementRefFundraising

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1SHINING STAR BENEFITNameOfEvent1
Gross Receipts Event130628GrossReceiptsEvent1
Gross Revenue Event130628GrossRevenueEvent1
Rent Facility Costs Event127219RentFacilityCostsEvent1
Gross Receipts Total30628GrossReceiptsTotal
Gross Revenue Total Events30628GrossRevenueTotalEvents
Rent Facility Costs Total Events27219RentFacilityCostsTotalEvents
Direct Expense Summary Events27219DirectExpenseSummaryEvents
Net Income Summary3409NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrg
PAUL TAYLOR
President19104717048208095
OANH VU
PSYCHIATRIST23028016165246445
MICHAEL QUACH
MED DIRECTOR2247469015233761
MELINDA GOLDEN
CFO1620726501168573
BAOLING CHAI
PSYCHIATRIST22036315703236066

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAVAILABLE UPON REQUEST AND AT WWW.GUIDESTAR.ORG
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesCOMPENSATION REVIEWED BY FINANCE COMMITTEE USING SURVEYS AND COMPARABLE DATA
Form 990, Part VI, Line 15aForm 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementANNUAL REVIEWS
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsANNUAL REVIEWS
Form 990, Part VI, Line 11bForm 990, Part VI, Line 11b: Form 990 Review ProcessREVIEWED BY AUDIT COMMITTEE PRIOR TO FILING
Client Note 1 - MOMENTUM for MENTAL HEALTH438 N. White RoadSan Jose, CA 95127MISSION AND PROGRAMSMissionThe mission of MOMENTUM for MENTAL HEALTH (MOMENTUM) is to help individuals achieve mental and emotional health, discover and reach their potential and fully participate in life. We believe all people with mental illness - our family members, neighbors, co-workers, and friends - have the right to receive effective treatment. United Way Silicon Valley awarded MOMENTUM a score of 96 out of 100 for its dedicated staff, clear understanding of needs, and treatment of individuals, while running a fiscally-responsible organization. CARF, a national accreditation agency gave MOMENTUM a three year accreditation which is the longest permitted.Each year MOMENTUM, the largest nonprofit provider of adult mental health services in the Silicon Valley, serves more than 3,000 youth, adults, and older adults with the most serious mental illnesses - Schizophrenia, Bipolar Disorder and Major Depression. These illnesses are treatable. Most people who participate in effective, timely treatment can recover and lead productive, satisfying lives. Continuing financial support from individuals, businesses, government and the community at large, however, is needed for MOMENTUM to continue to provide effective treatment programs.ProgramsMOMENTUM provides an extensive array of services designed to assist people with psychiatric diagnoses to work, enjoy family, recover from the illness and contribute to the community. Two of the most compelling examples of the ways in which MOMENTUM addresses critical community needs while providing clients services are its Employment Services and Intensive Services programs.Employment Services: The program's goal is to assist clients who have a serious mental illness, and an interest in returning to work, obtain and retain competitive employment. MOMENTUM provides employment preparation, job development, placement and job retention support, and consults with employers on disability-related issues.Intensive Services Programs: MOMENTUM has established two specialty outpatient programs designed to work with individuals who have serious mental illness, have not benefited from traditional mental health services and are historically frequent users of high-cost resources such as emergency rooms, acute inpatient hospitals, or jails. These programs are examples of MOMENTUM's commitment and ability to provide effective services to people with the greatest need while reducing the long-term price paid by them, their families and society when they do not receive effective, planned treatment .MOMENTUM offers a full range of clinically effective services that are designed and delivered with respect for the special needs of different cultures and ages. Services are provided in a several languages.Assessment and Customer Service: Centralized Service that evaluates the needs of those referred and admits to an MOMENTUM service or refers to another provider.Transition Age Youth Services: Outpatient service for adolescent and young adults who have a diagnosis of mental illness. The goal is to assist them continue with school or move successfully into the work force. Many services are also provided to their families.Crisis Residential Treatment: Crisis residential treatment proved therapeutic service in a 24-hour residential program as an alternative to hospital admission or continued hospital stay for individuals who need assistance in stabilizing acute psychiatric symptoms.Day Rehabilitation Services: These programs help individuals who have serious mental illness recover and resume daily activities. Services are intended for those who need help managing symptoms, assistance in maintaining and /or improving their life circumstances, as well as developing social and vocational skills. Peer Counseling Classes are also offered through this service.Adult Transitional Residential: The transitional residential program provides rehabilitation services in a non-institutional, residential setting where individuals are supported in their efforts to restore, maintain and apply interpersonal and independent living skills. Staff are available twenty-four (24) hours per day, seven (7) days per week (24/7). Combines services including Residential Care Facility, Day Rehabilitation and Outpatient The service provides 24/7 staffing, lodging, meals, medication assistance, life skills, development and links to community support for after care in addition to day rehabilitation and outpatient services.Medical Services: Psychiatric evaluations, diagnosis, treatment and medication services including medication education and referral for physical health treatment.Outpatient Services: Case management, therapy, psycho-education, counseling, treatment planning, rehabilitation services and coordination of care for adults and older adults with serious mental illness. Family education and support are also provided.ADDITIONAL COMMENTSImpact of Mental Illness:According to the National Mental health Association, more than fifty-four (54) million Americans - about one in five people - are affected by one or more mental disorders each year. Without effective treatment this can be devastating. Mental illness results in the second highest rate of disease burden in developed economies - even higher than cancer. Four of the ten leading causes of disability in the U.S. are mental disorders (Major Depression, Bipolar disorder, Schizophrenia and Obsessive-Compulsive Disorder).It is estimated that in Santa Clara County 95,000 of our neighbors, colleagues, employees, friends and family members have a mental illness. About 19,000 people are in need of mental health services and unable to access them. (Source: United Way Silicon Valley Trends Report).Funding:MOMENTUM's programs are funded primarily through contracts with county, state and federal partners, as well as private philanthropic contributions, including United Way Silicon Valley. MOMENTUM is seeking to increase contributions from individuals, small businesses, corporations and foundations in order to broaden its base of support and engage the entire community in its work on behalf of people with mental illness.Advocacy:MOMENTUM is a leading advocate for mental health education. The agency offers a "Rise Above Stigma" panel of consumers and families members that speaks to community groups, service club, the faith community and educational institutions.Innovations: Bipolar Disorder ProjectMOMENTUM is constantly seeking new and innovative ways to address critical needs in the community. Our goal is to "Bring Science into Service" by applying knowledge learned in academic settings to clinical practice in the community.MOMENTUM implemented specialized groups for people who have Bipolar Disorder after completing a research project funded by the Health Trust in collaboration with Pacific Graduate School of Psychology. Results of the Bipolar Project and the support programs developed as a result of it have helped people better manage their illness and thus reduce their need for mental health services and to move from being recipients of public benefits to becoming taxpayers.MOMENTUM has the staff needed to effectively serve our multicultural community:Delivered by a competent staff who speak over twenty-five (25) languages, MOMENTUM offers its multicultural clientele innovative services to facilitate their recovery from the impacts of mental illness.These services encourage hope and recovery by inviting each client to partner with MOMENTUM in developing their individualized treatment plan and by assisting him/her in recognizing and utilizing personal assets, skills and reach individual goals.

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