MOMENTUM FOR HEALTH: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MOMENTUM FOR HEALTH (EIN 94-1496052)
Tax period
2010-07-01 to 2011-06-30
Filed
2011-10-07
IRS object ID
201122809349300312
Schema version
2010v3.2
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)
Timestamp2011-10-07T09:17:47-07:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

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 Date2010-07-01TaxPeriodBeginDate

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 Signed2011-10-07DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN S RICKName
Phone4087793313Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts29862567GrossReceipts
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 Body10NbrVotingMembersGoverningBody
Nbr Independent Voting Members9NbrIndependentVotingMembers
Total Nbr Employees435TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year22363880ContributionsGrantsPriorYear
Contributions Grants Current Year23882362ContributionsGrantsCurrentYear
Program Service Revenue Prior Year4215727ProgramServiceRevenuePriorYear
Program Service Revenue CY4482063ProgramServiceRevenueCY
Investment Income Prior Year9898InvestmentIncomePriorYear
Investment Income Current Year697045InvestmentIncomeCurrentYear
Other Revenue Prior Year238331OtherRevenuePriorYear
Other Revenue Current Year125155OtherRevenueCurrentYear
Total Revenue Prior Year26827836TotalRevenuePriorYear
Total Revenue Current Year29186625TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year20062495SalariesEtcPriorYear
Salaries Etc Current Year21866489SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year316346TotalFundrsngExpCurrentYear
Other Expense Prior Year6179108OtherExpensePriorYear
Other Expenses Current Year5872800OtherExpensesCurrentYear
Total Expenses Prior Year26241603TotalExpensesPriorYear
Total Expenses Current Year27739289TotalExpensesCurrentYear
Revenues Less Expenses Prior Year586233RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1447336RevenuesLessExpensesCY
Total Assets BOY23222432TotalAssetsBOY
Total Assets EOY24480383TotalAssetsEOY
Total Liabilities BOY12582512TotalLiabilitiesBOY
Total Liabilities EOY12393127TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY10639920NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY12087256NetAssetsOrFundBalancesEOY
Mission DescriptionSEE ATTACHED.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense13407089Expense
DescriptionOUTPATIENT SERVICES-SEE ATTACHEDDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense8298631Expense
DescriptionCRISIS AND TRANSITIONAL RESIDENTIAL-SEE ATTACHEDDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1438221Expense
DescriptionDAY SERVICES-SEE ATTACHEDDescription
FieldValueIRS element (for citing)
Total Program Service Expense23143941TotalProgramServiceExpense
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 ContributionstrueDeductibleNonCashContributions
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 With109685NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees435NumberOfEmployees
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 Members10NbrVotingGoverningBodyMembers
Number Independent Voting Members9NumberIndependentVotingMembers
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 (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
RICHARD FOLEY
Secretary5.00XX000
PAUL TAYLOR
President40.00XX186357011161X
PAT ORTEGA
Chair5.00XX000
OANH VU
PSYCHIATRIST40.00219739011578X
MELINDA GOLDEN
CFO0.0014066000X
LESLIE BARRY-CONNORS
DEVELOPMENT DIRECTOR0.0013850000X
LARRY BURNS
Treasurer5.00XX000
JOHN JENNINGS
HUMAN RESOURCE DIRECTOR0.0014066605242X
JERRY MCCANN
COMMUNITY SERVICE DIRECTOR0.0010956706560X
JASON NOREIGA
Director2.00X000
GARY ORTEGA
Director2.00X000
FERNANDO HERNANDEZ
Director2.00X000
ELIZABETH WIGHTMANN
Vice Chair5.00XX000
DAVID KILGORE
MED DIRECTOR40.00242030011985X
DANIEL CORREA
RESIDENTIAL PROGRAM DIRECTOR0.0010653806560X
BRUCE ELIASHOF
PSYCHIATRIST40.0018671002300X
BART STRATTON
Director2.00X000
BARBARA ZENZ
2nd Vice Chair5.00XX000
BAOLING CHAI
PSYCHIATRIST40.0021566408181X
ANJALI DESHMUKH
PSYCHIATRIST0.0018137007255X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1867801TotalReportableCompFromOrg
Total Other Compensation70822TotalOtherCompensation
Number Individuals GT100 K19NumberIndividualsGT100K
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
PINNACLE MNGMT
4340 STEVENS CREEK BLVDSAN JOSECA95129PROPERTY MANAGEMENT116581
ALTERNATIVE BUSINESS SOLUTIONS
14858 WICKS BOULEVARDSAN LEANDROCA94577BILLING SERVICE378000
ADP
3300 OLCOTT STREETSAN JOSECA95054PAYROLL PROCESSING104807
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
Government Grants23640982GovernmentGrants
All Other Contributions241380AllOtherContributions
Noncash Contributions35388NoncashContributions
Total Contributions23882362TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionROOM AND BOARDDescription
Total Revenue Column4482063TotalRevenueColumn
Related Or Exempt Function Income4482063RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue4482063TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column10850TotalRevenueColumn
Exclusion$10,850ExclusionAmount

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

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1275000Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities588805Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities686195Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column686195TotalRevenueColumn
Related Or Exempt Function Income686195RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events184704GrossIncomeFundraisingEvents
Fundraising Direct Expenses87137FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column97567TotalRevenueColumn

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 Column27588TotalRevenueColumn
Related Or Exempt Function Income27588RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue27588TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column29186625TotalRevenueColumn
Related Or Exempt Function Income5293413RelatedOrExemptFunctionIncome
Exclusion$10,850ExclusionAmount

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)
Total1867801Total
Program Services1261612ProgramServices
Management And General467689ManagementAndGeneral
Fundraising138500Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total15725010Total
Program Services13540133ProgramServices
Management And General2178087ManagementAndGeneral
Fundraising6790Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total500907Total
Program Services415009ProgramServices
Management And General83420ManagementAndGeneral
Fundraising2478Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1979343Total
Program Services1639908ProgramServices
Management And General329639ManagementAndGeneral
Fundraising9796Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1793428Total
Program Services1495298ProgramServices
Management And General280746ManagementAndGeneral
Fundraising17384Fundraising

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)
Total32476Total
Program Services17989ProgramServices
Management And General9195ManagementAndGeneral
Fundraising5292Fundraising

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)
Total819883Total
Program Services722303ProgramServices
Management And General88480ManagementAndGeneral
Fundraising9100Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total270353Total
Program Services242749ProgramServices
Management And General24396ManagementAndGeneral
Fundraising3208Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total52325Total
Program Services31396ProgramServices
Management And General6221ManagementAndGeneral
Fundraising14708Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total361137Total
Program Services287067ProgramServices
Management And General67297ManagementAndGeneral
Fundraising6773Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total660573Total
Program Services450158ProgramServices
Management And General202596ManagementAndGeneral
Fundraising7819Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total362341Total
Program Services311914ProgramServices
Management And General49524ManagementAndGeneral
Fundraising903Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
TELEPHONE202914158275410733566
SUPPLIES8327087735584709212058
SPECIFIC ASSISTANCE63328262649023484444
PROFESSIONAL FEES95120857509033193744181
BAD DEBTS395563395563

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total298037Total
Program Services199429ProgramServices
Management And General69262ManagementAndGeneral
Fundraising29346Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total27739289Total
Program Services23143941ProgramServices
Management And General4279002ManagementAndGeneral
Fundraising316346Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY28150BOY
EOY28150EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY4376838BOY
EOY3567028EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2600202BOY
EOY4819343EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY431610BOY
EOY873345EOY

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)
BOY233553BOY
EOY279031EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis21464920LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec9256337LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY13148467BOY
EOY12208583EOY

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)
BOY2403612BOY
EOY2704903EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY23222432BOY
EOY24480383EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3101647BOY
EOY3403136EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY9388887BOY
EOY8946386EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY91978BOY
EOY43605EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY12582512BOY
EOY12393127EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY8963430BOY
EOY10429248EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1676490BOY
EOY1658008EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10639920BOY
EOY12087256EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY23222432BOY
EOY24480383EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses1447336ReconcilationRevenueExpenses
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 Years20312536CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years20989306CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years21775856CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year22426535CurrentTaxYearMinus1Year
Current Tax Year24066691CurrentTaxYear
Total109570924Total

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 Years20312536CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years20989306CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years21775856CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year22426535CurrentTaxYearMinus1Year
Current Tax Year24066691CurrentTaxYear
Total109570924Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total0AmountsSubstContributorsTotal
Public Support Total170109570924PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years127074CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years81561CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years34858CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9898CurrentTaxYearMinus1Year
Current Tax Year10850CurrentTaxYear
Total264241Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support109835165TotalSupport
Public Support Pertcentage1700.99760PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99590PublicSupportPertcentPriorYear
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 Basis13996776OtherCostOrOtherBasis
Depreciation6394539Depreciation
Book Value7602237BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis380030OtherCostOrOtherBasis
Depreciation310357Depreciation
Book Value69673BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis206983OtherCostOrOtherBasis
Depreciation165137Depreciation
Book Value41846BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2949235OtherCostOrOtherBasis
Depreciation2386304Depreciation
Book Value562931BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings12208583TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
DEPOSITS71171
BOND RESERVES1878393
BOND ORIGINATION COSTS755339
FieldValueIRS element (for citing)
Total Book Value Other Assets2704903TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEPOSITS HELDDescription
Amount$43,605Amount
FieldValueIRS element (for citing)
Total Of Amounts43605TotalOfAmounts
Total Revenue29186625TotalRevenue
Total Expenses27739289TotalExpenses
Excess Or Deficit For Year1447336ExcessOrDeficitForYear
Excess Or Deficit Per FS1447336ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt29186625TotRevenueEtcAuditedFinclStmt
Revenue Subtotal29186625RevenueSubtotal
Total Revenue Per Form99029186625TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt27739289TotExpensesEtcAuditedFinclStmt
Expenses Subtotal27739289ExpensesSubtotal
Total Expenses Per Form99027739289TotalExpensesPerForm990

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 Event1184704GrossReceiptsEvent1
Gross Revenue Event1184704GrossRevenueEvent1
Non Cash Prizes Event12059NonCashPrizesEvent1
Rent Facility Costs Event141034RentFacilityCostsEvent1
Other Direct Expenses Event133852OtherDirectExpensesEvent1
Gross Receipts Total184704GrossReceiptsTotal
Gross Revenue Total Events184704GrossRevenueTotalEvents
Non Cash Prizes Total Events2059NonCashPrizesTotalEvents
Rent Facility Costs Total Events41034RentFacilityCostsTotalEvents
Other Direct Expenses Total Events33852OtherDirectExpensesTotalEvents
Direct Expense Summary Events76945DirectExpenseSummaryEvents
Net Income Summary107759NetIncomeSummary

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
18635711161197518
OANH VU
21973911578231317
DAVID KILGORE
24203011985254015
BRUCE ELIASHOF
1867102300189010
BAOLING CHAI
2156648181223845
ANJALI DESHMUKH
1813707255188625

Schedule M IRS990ScheduleM

Real Estate Other RealEstateOther

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99016297NoncashContribsRptdF990
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

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.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.