Nonprofit · EIN 94-1496052
MOMENTUM FOR HEALTH
Tax-exempt · SAN JOSE, CA 95126
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $96,639,749 | $73,318,810 | $23,320,939 | $65,777,609 | $19,536,272 | $46,241,337 |
| June 30, 2024 | 990 | $71,736,480 | $73,784,094 | -$2,047,614 | $53,282,234 | $30,361,836 | $22,920,398 |
| June 30, 2023 | 990 | $64,047,964 | $69,173,460 | -$5,125,496 | $55,075,538 | $30,107,526 | $24,968,012 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $78,997,669
- of which government grants
- $77,955,097
- Program service revenue
- $10,497,796
- Investment income
- $7,006,071
- Net rental income
- $61,809
- Net gain from sales of assets
- $6,970,016
- Net income from fundraising events
- $47,441
- Other revenue
- $138,213
Expenses
- Grants and similar amounts paid
- $25,847
- Compensation of officers, directors and key employees
- $1,893,848
- Other salaries and wages
- $47,135,253
- Salaries, compensation and benefits (total)
- $59,617,528
- Professional fundraising fees
- $0
- Legal fees
- $48,750
- Accounting fees
- $413,228
- Occupancy
- $4,105,251
- Travel
- $437,991
- Depreciation
- $1,461,710
- Program services (functional)
- $57,970,695
- Management and general (functional)
- $14,556,542
- Fundraising (functional)
- $791,573
Balance sheet and other
- Total assets, start of year
- $53,282,234
- Total assets, end of year
- $65,777,609
- Total liabilities, end of year
- $19,536,272
- Net assets, end of year
- $46,241,337
- Land, buildings and equipment
- $32,999,294
- Net assets without donor restrictions
- $46,173,145
- Net assets with donor restrictions
- $68,192
- Gross receipts
- $98,097,455
- Employees
- 681
- Volunteers
- 22
- Year formed
- 1997
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHEFALI MILLER | CHIEF MEDICAL OFFICER Officer | 40 | $548,942 | $28,070 |
| MAKSIM MARCHENKO | PSYCHIATRIST Highest-paid employee | 40 | $539,050 | $17,254 |
| CHARLES FAGUNDES | PSYCHIATRIST Highest-paid employee | 40 | $502,723 | $14,282 |
| TYSON S TORRES | PSYCHIATRIST Highest-paid employee | 40 | $477,203 | $28,070 |
| OMAR SAHAK | PSYCHIATRIST Highest-paid employee | 32 | $481,295 | $15,838 |
| MICHAEL HUYNH | PSYCHIATRIST Highest-paid employee | 40 | $460,344 | $26,394 |
| THERESA MATACIA | CFO (THRU 11/24) Trustee or director | 40 | $409,500 | $0 |
| DAVID MINETA | CEO Trustee or director, Officer | 40 | $318,503 | $13,148 |
| AMY DUNCAN | GENERAL COUNSEL Key employee | 40 | $247,913 | $20,589 |
| JAMES MILLSAP | EXECUTIVE DIRECTOR Key employee | 40 | $215,164 | $32,483 |
| ELEONORE SOSA PACE | CHIEF OFFICER OF RESIDENTIAL & 24/7 PROGRAMS Key employee | 40 | $205,898 | $32,423 |
| GAIL CAMPANALE | CHIEF OFFICER OF OUTPATIENT PROGRAMS Key employee | 40 | $199,976 | $30,741 |
| KATHY WILLIAMS | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| THE HONORABLE PATRICK TONDREAU | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JONATHAN MICHAEL | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE PUOPOLO | SECRETARY Trustee or director, Officer | 5 | $0 |
| THE HONORABLE RICHARD LOFTUS | ASST. SECRETARY Trustee or director, Officer | 2 | $0 |
| GEORGINA BACA | BOARD MEMBER Trustee or director | 2 | $0 |
| JAMES BERTONIS | BOARD MEMBER Trustee or director | 2 | $0 |
| JAIME CHAVEZ | BOARD MEMBER Trustee or director | 2 | $0 |
| LOREN CHENG | BOARD MEMBER Trustee or director | 2 | $0 |
| THERESA EYRE | BOARD MEMBER Trustee or director | 2 | $0 |
| VICKIE GROVE | BOARD MEMBER Trustee or director | 2 | $0 |
| SHABBER JAFFER | BOARD MEMBER Trustee or director | 2 | $0 |
| JASON NORIEGA | BOARD MEMBER Trustee or director | 2 | $0 |
| MARY ROTUNNO | BOARD MEMBER Trustee or director | 2 | $0 |
| NIMESH MEHTA | CFO (START 12/24) Trustee or director | 40 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RACHEL L LAPIDUS | PSYCHIATRIST Highest-paid employee | 40 | $533,357 | $26,232 |
| SHEFALI MILLER | CHIEF MEDICAL OFFICER Officer | 40 | $515,359 | $26,732 |
| MAKSIM MARCHENKO | PSYCHIATRIST Highest-paid employee | 40 | $503,370 | $15,686 |
| MARINA C POST | PSYCHIATRIST Highest-paid employee | 36 | $485,829 | $13,182 |
| CHARLES FAGUNDES | PSYCHIATRIST Highest-paid employee | 40 | $480,658 | $13,682 |
| TYSON S TORRES | PSYCHIATRIST Highest-paid employee | 41 | $455,387 | $26,732 |
| DAVID MINETA | CEO Trustee or director, Officer | 40 | $297,590 | $12,311 |
| JAMES MILLSAP | EXECUTIVE DIRECTOR Key employee | 40 | $189,348 | $29,756 |
| THERESA MATACIA | CFO Officer | 40 | $210,800 | $0 |
| GAIL CAMPANALE | CHIEF OFFICER OF OUTPATIENT PROGRAMS Key employee | 40 | $161,177 | $26,511 |
| ELEONORE SOSA PACE | CHIEF OFFICER OF RESIDENTIAL & 24/7 PROGRAMS Key employee | 40 | $168,980 | $15,658 |
| AMY DUNCAN | GENERAL COUNSEL Key employee | 40 | $159,219 | $17,998 |
| GEORGINA BACA | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| KATHY WILLIAMS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JONATHAN MICHAEL | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JOYCE PUOPOLO | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| JAMES BERTONIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAIME CHAVEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DELPHIA EDWARDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THERESA EYRE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FERNANDO V HERNANDEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THE HONORABLE RICHARD LOFTUS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HAL MAHON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JASON NORIEGA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REVEREND JASON REYNOLDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY ROTUNNO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LEE THORPE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THE HONORABLE PATRICK TONDREAU | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAHMAL WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM RIPPE | DIRECTOR (THRU 12/23) Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHEFALI MILLER | CHIEF MEDICAL OFFICER Officer | 40 | $520,159 | $25,200 |
| MAKSIM MARCHENKO | PSYCHIATRIST Highest-paid employee | 40 | $495,339 | $13,337 |
| TYSON S TORRES | PSYCHIATRIST Highest-paid employee | 40 | $446,064 | $25,200 |
| MICHAEL V HUYNH | PSYCHIATRIST Highest-paid employee | 40 | $426,300 | $23,524 |
| TOMASZ A ROSSE | PSYCHIATRIST Highest-paid employee | 40 | $420,800 | $24,712 |
| YEDIDA Z RISSMAN | PSYCHIATRIST Highest-paid employee | 40 | $414,880 | $13,000 |
| DAVID K MINETA | CEO/PRESIDENT Trustee or director, Officer | 40 | $297,890 | $12,311 |
| KEVIN DEWITT | CFO/COO (THRU 10/22) Officer | 40 | $256,102 | $18,208 |
| JAMES MILLSAP | EXECUTIVE DIRECTOR Key employee | 40 | $188,998 | $29,213 |
| PETER TRAN | DIR. OF INFORMATION TECHNOLOGY Key employee | 40 | $183,308 | $19,431 |
| GAIL CAMPANALE | CHIEF OFFICER OF OUTPATIENT PROGRAMS Key employee | 40 | $161,537 | $25,979 |
| ELEONORE SOSA PACE | CHIEF OFFICER OF RES & CRML JUSTICE Key employee | 40 | $168,320 | $11,623 |
| MARY ROTUNNO | CHAIR (THRU 1/23)/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| GEORGINA BACA | DIRECTOR (THRU 1/23)/CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| DELPHIA EDWARDS | VICE CHAIR (THRU 6/23)/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| KATHRYN WILLIAMS | VICE CHAIR (START 6/23) Trustee or director, Officer | 5 | $0 | $0 |
| JOYCE PUOPOLO | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| JIM BERTONIS | TREASURER (THRU 6/23)/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| JONATHAN MICHAEL | TREASURER (START 6/23) Trustee or director, Officer | 5 | $0 | $0 |
| FERNANDO HERNANDEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HAL MAHON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAHMAL WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JASON NORIEGA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICHARD LOFTUS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JASON REYNOLDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TERI EYRE | DIRECTOR (START 5/23) Trustee or director | 2 | $0 | $0 |
| LEE THORPE-CRITTEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAIME CHAVEZ | DIRECTOR (START 6/23) Trustee or director | 2 | $0 | $0 |
| PATRICK TONDREAU | DIRECTOR (START 6/23) Trustee or director | 2 | $0 | $0 |
| WILLIAM RIPPE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THERESA MATACIA | CFO Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1922 THE ALAMEDA, SAN JOSE, CA 95126-1457
- In care of
- % JENNIFER HOLLOWAY
- Principal officer (990 for 2024)
- MICHAEL SCATES, 1922 THE ALAMEDA, SAN JOSE, CA 95126
- Signed the 990
- MICHAEL SCATES, CEO
- Phone
- (669) 319-2157
- Website
- WWW.MOMENTUMFORHEALTH.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1496052 or by the name MOMENTUM FOR HEALTH.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
HELPING PEOPLE ACHIEVE MENTAL AND EMOTIONAL HEALTH, DISCOVER THEIR POTENTIAL, AND FULLY PARTICIPATE IN LIFE.
Program accomplishments
- PROVIDE OUTPATIENT BEHAVIORAL, MENTAL, AND SUBSTANCE ADDICTION SERVICES.Expenses $33,518,179 · grants $13,566 · revenue $5,476,361
- PROVIDE CRISIS RESIDENTIAL SERVICES.Expenses $24,452,516 · grants $12,281 · revenue $5,021,435
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1496052
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1962
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F300)
- Assets (IRS master file)
- $65,777,609
- Income (IRS master file)
- $98,097,455
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $96,639,749 | $73,318,810 | $65,777,609 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $71,736,480 | $73,784,094 | $53,282,234 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $64,047,964 | $69,173,460 | $55,075,538 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $66,324,094 | $57,398,299 | $55,751,355 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1496052).
Questions about MOMENTUM FOR HEALTH
- What is the EIN of MOMENTUM FOR HEALTH?
- The employer identification number (EIN) of MOMENTUM FOR HEALTH is 94-1496052.
- Is MOMENTUM FOR HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to MOMENTUM FOR HEALTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOMENTUM FOR HEALTH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MOMENTUM FOR HEALTH due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOMENTUM FOR HEALTH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MOMENTUM FOR HEALTH?
- The 990 for the year ended June 30, 2025 names MICHAEL SCATES.
- Who are the officers and directors of MOMENTUM FOR HEALTH?
- The 990 for the year ended June 30, 2025 lists 27 people; 12 received compensation from the organization, the highest $548,942 (SHEFALI MILLER, CHIEF MEDICAL OFFICER).
- How much revenue does MOMENTUM FOR HEALTH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $96,639,749, expenses of $73,318,810 and total assets of $65,777,609 at year end.
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All nonprofits in SAN JOSE · California · Mental health and crisis intervention