2026-04-14T21:29:59-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 941496052 MOMENTUM FOR HEALTH MOME 6693192157 1922 THE ALAMEDA SAN JOSE CA 95126 MICHAEL SCATES CEO 6693192157 2026-04-10 1 1 LESLIE VAN P01294411 4159561500 2026-04-10 2024 2025-03-06 01:10:19Z MICHAEL SCATES 1922 THE ALAMEDA SAN JOSE CA 95126 98097455 0 X WWW.MOMENTUMFORHEALTH.ORG X 1997 CA HELPING PEOPLE ACHIEVE MENTAL AND EMOTIONAL HEALTH, DISCOVER THEIR POTENTIAL, AND FULLY PARTICIPATE IN LIFE. 15 14 681 22 0 0 62389000 78997669 8975894 10497796 39172 7006071 332414 138213 71736480 96639749 1331637 25847 0 0 59356765 59617528 0 0 791573 13095692 13675435 73784094 73318810 -2047614 23320939 53282234 65777609 30361836 19536272 22920398 46241337 HELPING PEOPLE ACHIEVE MENTAL AND EMOTIONAL HEALTH, DISCOVER THEIR POTENTIAL, AND FULLY PARTICIPATE IN LIFE. 0 0 33518179 13566 5476361 PROVIDE OUTPATIENT BEHAVIORAL, MENTAL, AND SUBSTANCE ADDICTION SERVICES. 24452516 12281 5021435 PROVIDE CRISIS RESIDENTIAL SERVICES. 57970695 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 78 0 1 681 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X FINANCE DEPARTMENT 6693192157 1922 THE ALAMEDA SAN JOSE CA 95126 DAVID MINETA CEO 40.00 X X 318503 0 13148 KATHY WILLIAMS CHAIR 5.00 X X 0 0 0 THE HONORABLE PATRICK TONDREAU VICE CHAIR 5.00 X X 0 0 0 JONATHAN MICHAEL TREASURER 5.00 X X 0 0 0 JOYCE PUOPOLO SECRETARY 5.00 X X 0 0 0 THE HONORABLE RICHARD LOFTUS ASST. SECRETARY 2.00 X X 0 0 0 GEORGINA BACA BOARD MEMBER 2.00 X 0 0 0 JAMES BERTONIS BOARD MEMBER 2.00 X 0 0 0 JAIME CHAVEZ BOARD MEMBER 2.00 X 0 0 0 LOREN CHENG BOARD MEMBER 2.00 X 0 0 0 THERESA EYRE BOARD MEMBER 2.00 X 0 0 0 VICKIE GROVE BOARD MEMBER 2.00 X 0 0 0 SHABBER JAFFER BOARD MEMBER 2.00 X 0 0 0 JASON NORIEGA BOARD MEMBER 2.00 X 0 0 0 MARY ROTUNNO BOARD MEMBER 2.00 X 0 0 0 THERESA MATACIA CFO (THRU 11/24) 40.00 X 409500 0 0 NIMESH MEHTA CFO (START 12/24) 40.00 X 0 0 0 SHEFALI MILLER CHIEF MEDICAL OFFICER 40.00 X 548942 0 28070 AMY DUNCAN GENERAL COUNSEL 40.00 X 247913 0 20589 JAMES MILLSAP EXECUTIVE DIRECTOR 40.00 X 215164 0 32483 ELEONORE SOSA PACE CHIEF OFFICER OF RESIDENTIAL & 24/7 PROGRAMS 40.00 X 205898 0 32423 GAIL CAMPANALE CHIEF OFFICER OF OUTPATIENT PROGRAMS 40.00 X 199976 0 30741 MAKSIM MARCHENKO PSYCHIATRIST 40.00 X 539050 0 17254 CHARLES FAGUNDES PSYCHIATRIST 40.00 X 502723 0 14282 TYSON S TORRES PSYCHIATRIST 40.00 X 477203 0 28070 OMAR SAHAK PSYCHIATRIST 32.00 X 481295 0 15838 MICHAEL HUYNH PSYCHIATRIST 40.00 X 460344 0 26394 4606511 0 259292 101 0 1 0 INDIAN HILLS ADVISORS LLC 158 INDIAN HILLS DR NOVATO CA 94949 CFO CONSULTING SERVICES 409500 MAGIC CARPET CLEANERS 1585 N 4TH STREET SUITE X SAN JOSE CA 95112 JANITORIAL AND CARPET CLEANING SERVICES 197619 BPM LLP PO BOX 8580 PASADENA CA 91109 NETSUITE IMPLEMENTATION SERVICES 187712 INDEPENDENT PSYCHIATRIC CONSULTING PLLC PO BOX 485 NEW CITY NY 10956 PSYCHIATRIC CONSULTING SERVICES 187210 JAIME MATURINO GARDENING 1585 N 4TH ST SUITE X SAN JOSE CA 95112 HANDYMAN/REPAIR SERVICES 104317 5 129055 77955097 913517 78997669 PATIENT SERVICES REVENUE 621400 10038002 10038002 SUPPORTIVE HOUSING 623990 459794 459794 10497796 36055 36055 356427 294618 61809 61809 61809 8100000 1129984 6970016 6970016 6970016 80545 129055 33104 47441 47441 MISCELLANEOUS REVENUE 900099 28963 28963 28963 96639749 10497796 0 7144284 25847 25847 1893848 1057121 836727 47135253 39909814 6762126 463313 1666441 1388035 264871 13535 5393774 4412814 920837 60123 3528212 2921961 571748 34503 48750 48750 413228 413228 1697069 444476 1185594 66999 1501727 1347530 132060 22137 1731953 1151417 554899 25637 4105251 3115140 953349 36762 437991 304755 132789 447 47174 15942 30798 434 481123 145773 327517 7833 1461710 615726 807883 38101 1352012 981050 358086 12876 MEMBERSHIP DUES & LICEN 139425 69500 65419 4506 258022 63794 189861 4367 73318810 57970695 14556542 791573 10246048 16843819 2912548 10284365 2350925 1622972 944941 2379094 43959056 10959762 34645622 32999294 2182150 1648065 53282234 65777609 8798198 9253837 302874 110303 17829796 9189105 3430968 983027 30361836 19536272 X 22848556 46173145 71842 68192 22920398 46241337 53282234 65777609 23320939 0 X 0 1 X 1 0 X 52101856 46280279 58120741 62540634 78997669 298041179 52101856 46280279 58120741 62540634 78997669 298041179 298041179 17611 616066 56462 39172 36055 765366 142876 132024 274900 86222 530991 4967 100992 28963 752135 299833580 43488088 0.99400 0.99210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 86,222. 2021 AMOUNT: $ 530,991. 2022 AMOUNT: $ 4,967. 2023 AMOUNT: $ 100,992. 2024 AMOUNT: $ 28,963. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 13539896 13539896 27364176 9254651 18109525 59064 39446 19618 1739342 1376749 362593 1256578 288916 967662 32999294 DEPOSITS HELD 38740 LEASE LIABILITIES 944287 983027 X 97131189 163719 327721 491440 96639749 0 96639749 73810250 163719 327721 491440 73318810 0 73318810 PART X, LINE 2: THE AGENCY IS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN GRANTED TAX-EXEMPT STATUSES BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF JUNE 30, 2025, THE AGENCY HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 294,617. SPECIAL EVENT EXPENSES 33,104. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 294,617. SPECIAL EVENT EXPENSES 33,104. STAR CHEFS FY25 209600 129055 80545 9300 1729 500 21575 209600 129055 80545 9300 1729 500 21575 33104 47441 0 BASIC NEEDS 2 207 CLOTHING 21 2555 FOOD 4 192 HOUSING 8 1797 MEDICAL EXPENSES 4 278 RECREATION 6 713 TRANSPORTATION 257 20105 PART I, LINE 2: WE PROVIDE ASSISTANCE TO INDIVIDUALS BASED ON A REQUEST FROM CASE MANAGERS WHO WORKED DIRECTLY WITH THE CLIENTS AND UNDERSTAND THEIR FINANCIAL NEEDS AND THE REASON FOR THE NEED. X X X X 0 0 0 0 0 1 0 0 0 SHEFALI MILLER CHIEF MEDICAL OFFICER 529036 0 19906 0 0 0 13800 0 14270 0 577012 0 0 0 MAKSIM MARCHENKO PSYCHIATRIST 461336 0 72786 0 4928 0 15969 0 1285 0 556304 0 0 0 CHARLES FAGUNDES PSYCHIATRIST 449152 0 47841 0 5730 0 13800 0 482 0 517005 0 0 0 TYSON S TORRES PSYCHIATRIST 451358 0 25845 0 0 0 13800 0 14270 0 505273 0 0 0 OMAR SAHAK PSYCHIATRIST 397903 0 81905 0 1487 0 10257 0 5581 0 497133 0 0 0 MICHAEL HUYNH PSYCHIATRIST 447426 0 11242 0 1676 0 13800 0 12594 0 486738 0 0 0 THERESA MATACIA CFO (THRU 11/24) 409500 0 0 0 0 0 0 0 0 0 409500 0 0 0 DAVID MINETA CEO 310913 0 0 0 7590 0 12666 0 482 0 331651 0 0 0 AMY DUNCAN GENERAL COUNSEL 246385 0 0 0 1528 0 7846 0 12743 0 268502 0 0 0 JAMES MILLSAP EXECUTIVE DIRECTOR 210112 0 0 0 5052 0 18976 0 13507 0 247647 0 0 0 ELEONORE SOSA PACE CHIEF OFFICER OF RESIDENTIAL & 24/7 198448 0 3250 0 4200 0 18153 0 14270 0 238321 0 0 0 GAIL CAMPANALE CHIEF OFFICER OF OUTPATIENT PROGRAMS 198448 0 0 0 1528 0 17998 0 12743 0 230717 0 0 0 PART I, LINE 6 EXECUTIVE BONUSES WERE ACCRUED FOR FY25 BASED ON OUR EBITDA. THEY WERE ACCRUED AT 10% OF COMPENSATION AS OF THE BEGINNING OF THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 3 MOMENTUM FOR HEALTH HIRED THERESA MATACIA, A CONSULTING CFO, IN NOVEMBER OF 2022. AS MOMENTUM FOR HEALTH'S CFO, THERESA REPORTS TO THE CEO AND THE BOARD OF DIRECTORS AND HER RESPONSIBILITIES INCLUDE: OVERSEEING ALL FINANCIAL AND ACCOUNTING FUNCTIONS INCLUDING FINANCIAL CLOSE, FINANCIAL PLANNING & ANALYSIS, CASH MANAGEMENT, FINANCING, TAX AND REGULATORY FINANCIAL COMPLIANCE, PAYROLL AND ACCOUNTS PAYABLE. THE TOTAL AMOUNT PAID TO INDIAN HILLS ADVISORS FOR CFO SERVICES IN 2024 WAS $409,500. HER SERVICES ENDED TO MOMENTUM FOR HEALTH IN NOVEMBER OF 2024. MOMENTUM FOR HEALTH HIRED NIMESH MEHTA, A CONSULTING CFO, IN DECEMBER OF 2024. AS MOMENTUM FOR HEALTH'S CFO, NIMESH REPORTS TO THE CEO AND THE BOARD OF DIRECTORS AND HIS RESPONSIBILITIES INCLUDE: OVERSEEING ALL FINANCIAL AND ACCOUNTING FUNCTIONS INCLUDING FINANCIAL CLOSE, FINANCIAL PLANNING & ANALYSIS, CASH MANAGEMENT, FINANCING, TAX AND REGULATORY FINANCIAL COMPLIANCE, PAYROLL AND ACCOUNTS PAYABLE. THE TOTAL AMOUNT PAID TO MURDOCK MARTELL, INC. FOR CFO SERVICES IN 2024 WAS $18,000. HIS SERVICES ENDED TO MOMENTUM FOR HEALTH IN JUNE OF 2025. FORM 990, PART VI, SECTION B, LINE 11B BAKER TILLY PREPARES THE TAX RETURNS BASED ON THE AUDITED FINANCIAL STATEMENTS. APPLICABLE INFORMATION IS ALSO PROVIDED BY MOMENTUM FINANCE CONTROLLER, REVIEWED BY CFO, WHO ALSO REVIEWED THE DRAFT TAX RETURNS, DISCUSSED WITH THE TAX TEAM AND APPROVED THE TAX RETURNS. THE CFO PROVIDED THE TAX RETURNS TO THE EXECUTIVE COMMITTEE, THE AUDIT COMMITTEE, AND THE BOARD FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL REVIEWS ARE CONDUCTED TO MONITOR AND ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 MOMENTUM FOR HEALTH ENGAGED WITH AN OUTSIDE COMPENSATION CONSULTANT WHO CONDUCTED A MARKET STUDY ON MARKET COMPETITIVE LEVELS FOR TOTAL DIRECT COMPENSATION, TOTAL CASH COMPENSATION, AND BASE SALARY FOR 11 SELECT POSITIONS AT MOMENTUM. THE METHODOLOGY USED BY THIS CONSULTANT WAS TO REQUEST A COMPREHENSIVE SET OF INTERNAL DATA, INTERVIEW THE HR MANAGER TO ALIGN THEIR ANALYSIS, AND UTILIZE 22 DIFFERENT PUBLISHED AND PRIVATE SURVEYS PLUS NUMEROUS OTHER REFERENCE POINTS OF NON-PROFITS IN THE US BY JOB POSITION. THE RESULT OF THIS ANALYSIS WAS A COMPENSATION MATRIX BY POSITION OF MARKET-BASED COMPENSATION LEVELS AT THE 25TH, 50TH, 60TH AND 75TH PERCENTILE. BASED ON THE RESULTS OF THIS STUDY AND FURTHER DISCUSSION, MOMENTUM'S CEO RECOMMENDED, AND THE COMPENSATION COMMITTEE OF THE MOMENTUM BOARD OF DIRECTORS APPROVED AN INCREASE IN THE BASE SALARIES TO THE 60TH PERCENTILE FOR 8 OF THE 11 POSITIONS IN THE STUDY AS OF 1/1/2024. MEETING MINUTES WERE INSCRIBED FOR ALL COMPENSATION COMMITTEE DISCUSSIONS ON THIS MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. HOMEBASE HOMES INC 104 WHISPERING PINES SUITE 200 SCOTTS VALLEY CA 95066 770155566 LOW INCOME HOUSING CA 501(C)(3) LINE 10 MOMENTUM FOR HEALTH 1 THE FOUNDATION FOR MENTAL HEALTH 438 NORTH WHITE ROAD SAN JOSE CA 95127 770224382 DORMANT CA 501(C)(3) LINE 12A, I MOMENTUM FOR HEALTH 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0