MOMENTUM FOR HEALTH: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MOMENTUM FOR HEALTH (EIN 94-1496052)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-09-27
IRS object ID
201242719349300004
Schema version
2011v1.2
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)
Timestamp2012-09-27T08:21:29-07:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

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 Signed2012-09-27DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN S RICKName
Phone4087793313Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts28983168GrossReceipts
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 Employees434TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year23882362ContributionsGrantsPriorYear
Contributions Grants Current Year23389864ContributionsGrantsCurrentYear
Program Service Revenue Prior Year4482063ProgramServiceRevenuePriorYear
Program Service Revenue CY5252604ProgramServiceRevenueCY
Investment Income Prior Year697045InvestmentIncomePriorYear
Investment Income Current Year10603InvestmentIncomeCurrentYear
Other Revenue Prior Year125155OtherRevenuePriorYear
Other Revenue Current Year213856OtherRevenueCurrentYear
Total Revenue Prior Year29186625TotalRevenuePriorYear
Total Revenue Current Year28866927TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year21866489SalariesEtcPriorYear
Salaries Etc Current Year22055779SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year385711TotalFundrsngExpCurrentYear
Other Expense Prior Year5872800OtherExpensePriorYear
Other Expenses Current Year5959965OtherExpensesCurrentYear
Total Expenses Prior Year27739289TotalExpensesPriorYear
Total Expenses Current Year28015744TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1447336RevenuesLessExpensesPriorYear
Revenues Less Expenses CY851183RevenuesLessExpensesCY
Total Assets BOY24480383TotalAssetsBOY
Total Assets EOY23825475TotalAssetsEOY
Total Liabilities BOY12393127TotalLiabilitiesBOY
Total Liabilities EOY10887036TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY12087256NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY12938439NetAssetsOrFundBalancesEOY
Mission DescriptionSEE ATTACHED.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense13020948Expense
DescriptionOUTPATIENT SERVICES-SEE ATTACHEDDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense8888863Expense
DescriptionCRISIS AND TRANSITIONAL RESIDENTIAL-SEE ATTACHEDDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1440162Expense
DescriptionDAY SERVICES-SEE ATTACHEDDescription
FieldValueIRS element (for citing)
Total Program Service Expense23349973TotalProgramServiceExpense
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 With109681NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees434NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
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
Form720 FiledfalseForm720Filed
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
Policies Reference ChaptersfalsePoliciesReferenceChapters
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
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
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 WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
GINGER SOTELO
Director2.00X000
FERNANDO HERNANDEZ
Director2.00X000
LARRY BURNS
Treasurer5.00X000X
JOYCE PUOPOLO
Director2.00X000
MICHELLE MEREDITH-BOWEN
Director2.00X000
BART STRATTON
Director2.00X000
BARBARA ZENZ
Secretary5.00X000X
RICHARD FOLEY
Director2.00X000
GARY ORTEGA
Director2.00X000
MELINDA CLIFFORD
Director2.00X000
JASON NOREIGA
Vice Chair5.00X000X
PAT ORTEGA
Chair5.00X000X
PAUL TAYLOR
President40.00X190560017150X
MELINDA GOLDEN
CFO0.0015449906180X
LESLIE BARRY-CONNORS
DEVELOPMENT DIRECTOR0.0014059500X
JOHN JENNINGS
HUMAN RESOURCE DIRECTOR0.00133024011297X
JERRY MCCANN
COMMUNITY SERVICE DIRECTOR0.0010815009733X
DANIEL CORREA
RESIDENTIAL PROGRAM DIRECTOR0.0010815009733X
MICHAEL QUACH
MED DIRECTOR40.0020929608372X
OANH VU
PSYCHIATRIST40.00227152020443X
BAOLING CHAI
PSYCHIATRIST40.00220826019874X
JUSTIN GREY
PSYCHIATRIST40.0012165300X
ANJALI DESHMUKH
PSYCHIATRIST40.00187262016854X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1801167TotalReportableCompFromOrg
Total Other Compensation119636TotalOtherCompensation
Number Individuals GT100 K18NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
NETSMART
PO BOX 415484BOSTONMA02241CONTRACTE IT SERVICE92870
ALTERNATIVE BUSINESS SOLUTIONS
14858 WICKS BOULEVARDSAN LEANDROCA94577BILLING SERVICE378000
ADP
3300 OLCOTT STREETSAN JOSECA95054PAYROLL PROCESSING112956
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Government Grants23169697GovernmentGrants
All Other Contributions220167AllOtherContributions
Noncash Contributions17882NoncashContributions
Total Contributions23389864TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionROOM AND BOARDDescription
Total Revenue Column5252604TotalRevenueColumn
Related Or Exempt Function Income5252604RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue5252604TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column10603TotalRevenueColumn
Exclusion$10,603ExclusionAmount

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 Events221135GrossIncomeFundraisingEvents
Fundraising Direct Expenses116241FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column104894TotalRevenueColumn

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 Column108962TotalRevenueColumn
Related Or Exempt Function Income108962RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue108962TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column28866927TotalRevenueColumn
Related Or Exempt Function Income5361566RelatedOrExemptFunctionIncome
Exclusion$10,603ExclusionAmount

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)
Total893921Total
Program Services275242ProgramServices
Management And General478084ManagementAndGeneral
Fundraising140595Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total16605700Total
Program Services14354359ProgramServices
Management And General2166247ManagementAndGeneral
Fundraising85094Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total580340Total
Program Services476632ProgramServices
Management And General95426ManagementAndGeneral
Fundraising8282Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2140035Total
Program Services1757617ProgramServices
Management And General351889ManagementAndGeneral
Fundraising30529Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1835783Total
Program Services1590452ProgramServices
Management And General226659ManagementAndGeneral
Fundraising18672Fundraising

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)
Total11137Total
Program Services8419ProgramServices
Management And General799ManagementAndGeneral
Fundraising1919Fundraising

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)
Total1009487Total
Program Services928818ProgramServices
Management And General72058ManagementAndGeneral
Fundraising8611Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total282663Total
Program Services255754ProgramServices
Management And General24160ManagementAndGeneral
Fundraising2749Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total27556Total
Program Services9446ProgramServices
Management And General11447ManagementAndGeneral
Fundraising6663Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total342377Total
Program Services274117ProgramServices
Management And General61824ManagementAndGeneral
Fundraising6436Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total625238Total
Program Services423458ProgramServices
Management And General194213ManagementAndGeneral
Fundraising7567Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total328582Total
Program Services277830ProgramServices
Management And General47402ManagementAndGeneral
Fundraising3350Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
TELEPHONE198029153372410063651
SUPPLIES789800743651402795870
SPECIFIC ASSISTANCE533400534329-24841555
PROFESSIONAL FEES112553668854939552941458
BAD DEBTS306873306873

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total379287Total
Program Services291055ProgramServices
Management And General75522ManagementAndGeneral
Fundraising12710Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total28015744Total
Program Services23349973ProgramServices
Management And General4280060ManagementAndGeneral
Fundraising385711Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY28150BOY
EOY27850EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3567028BOY
EOY3946140EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY4819343BOY
EOY4330962EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY873345BOY
EOY1076642EOY

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)
BOY279031BOY
EOY324474EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis21509144LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec9812908LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY12208583BOY
EOY11696236EOY

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)
BOY2704903BOY
EOY2423171EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY24480383BOY
EOY23825475EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3403136BOY
EOY2993298EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY8946386BOY
EOY7866025EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY43605BOY
EOY27713EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY12393127BOY
EOY10887036EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY10429248BOY
EOY11600741EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1658008BOY
EOY1337698EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY12087256BOY
EOY12938439EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY24480383BOY
EOY23825475EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses851183ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 Years20989306CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years21775856CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22426535CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year24066691CurrentTaxYearMinus1Year
Current Tax Year23494758CurrentTaxYear
Total112753146Total

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 Years20989306CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years21775856CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22426535CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year24066691CurrentTaxYearMinus1Year
Current Tax Year23494758CurrentTaxYear
Total112753146Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total0AmountsSubstContributorsTotal
Public Support Total170112753146PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years81561CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years34858CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9898CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10850CurrentTaxYearMinus1Year
Current Tax Year10603CurrentTaxYear
Total147770Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support112900916TotalSupport
Public Support Pertcentage1700.99870PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99760PublicSupportPertcentPriorYear
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 Basis14030751OtherCostOrOtherBasis
Depreciation6764081Depreciation
Book Value7266670BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis380030OtherCostOrOtherBasis
Depreciation330081Depreciation
Book Value49949BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis206983OtherCostOrOtherBasis
Depreciation182356Depreciation
Book Value24627BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2959484OtherCostOrOtherBasis
Depreciation2536390Depreciation
Book Value423094BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings11696236TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
DEPOSITS281556
BOND RESERVES1454943
BOND ORIGINATION COSTS686672
FieldValueIRS element (for citing)
Total Book Value Other Assets2423171TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEPOSITS HELDDescription
Amount$27,713Amount
FieldValueIRS element (for citing)
Total Of Amounts27713TotalOfAmounts
Total Revenue28866927TotalRevenue
Total Expenses28015744TotalExpenses
Excess Or Deficit For Year851183ExcessOrDeficitForYear
Excess Or Deficit Per FS851183ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt28866927TotRevenueEtcAuditedFinclStmt
Revenue Subtotal28866927RevenueSubtotal
Total Revenue Per Form99028866927TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt28015744TotExpensesEtcAuditedFinclStmt
Expenses Subtotal28015744ExpensesSubtotal
Total Expenses Per Form99028015744TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

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 Event1GOLF TOURNAMENTNameOfEvent1
Gross Receipts Event1173411GrossReceiptsEvent1
Gross Revenue Event1173411GrossRevenueEvent1
Rent Facility Costs Event146155RentFacilityCostsEvent1
Other Direct Expenses Event132344OtherDirectExpensesEvent1
Name Of Event2SHINING STAR BENEFITNameOfEvent2
Gross Receipts Event247724GrossReceiptsEvent2
Gross Revenue Event247724GrossRevenueEvent2
Food And Beverage Event224439FoodAndBeverageEvent2
Other Direct Expenses Event213303OtherDirectExpensesEvent2
Gross Receipts Total221135GrossReceiptsTotal
Gross Revenue Total Events221135GrossRevenueTotalEvents
Rent Facility Costs Total Events46155RentFacilityCostsTotalEvents
Food And Beverage Total Events24439FoodAndBeverageTotalEvents
Other Direct Expenses Total Events45647OtherDirectExpensesTotalEvents
Direct Expense Summary Events116241DirectExpenseSummaryEvents
Net Income Summary104894NetIncomeSummary

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 (6 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrg
PAUL TAYLOR
19056017150207710
OANH VU
22715220443247595
MICHAEL QUACH
2092968372217668
MELINDA GOLDEN
1544996180160679
BAOLING CHAI
22082619874240700
ANJALI DESHMUKH
18726216854204116

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 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 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsANNUAL REVIEWS
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: 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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