Momentum for Health
Building Success Together
Momentum for Health
EIN: 94-1496052
as of September 2024
as of September 09, 2024
Mission
Momentum for Health exists to help individuals achieve mental and emotional health, discover and reach their potential and fully participate in life.
Ruling year
1962
President & CEO
Mr. David K Mineta
Main address
1922 The Alameda Suite 400
San Jose, CA 95126 USA
Formerly known as
ALLIANCE for Community Care
EIN
94-1496052
Mental health care
Employment
Population served
People with psychosocial disabilities
Adults
Substance abusers
Pregnant people
NTEE code
Mental Health Treatment (F30)
Community Mental Health Center (F32)
Group Home, Residential Treatment Facility - Mental Health Related (F33)
IRS subsection
501(c)(3) Public Charity
IRS filing requirement
This organization is required to file an IRS Form 990 or 990-EZ.
Tax forms
Communication
Affiliations
Programs and results
Reports and documents
Download annual reports Download other documentsWhat we aim to solve
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Adult & Older Adult Outpatient and Acute Services
Psychiatric diagnosis and treatment, care coordination, rehabilitation services, therapy and counseling, skill development activities, and self management of illness education. Services are designed to support adults (ages 18+) and older adults (ages 59+) as they live and work in the community.
In addition to traditional outpatient services, Momentum's adult acute care features our full service partnership (FSP) and our intensive full service partnership (IFSP). FSP and IFSP programs assist with housing, employment and education in addition to providing mental health services and integrated treatment for individuals such as intensive therapy, case management, rehabilitation, and medication support.
Prevention and Health Education
Momentum offers two programs designed to increase the capacity of community members to identify, understand and respond to signs of mental illness and substance use disorders so that underserved youth (ages 16-25) receive mental health services:
• Youth Mental Health First Aid training is a health education program designed to teach teachers, parents, and peers how to help a youth or teen who is experiencing a mental health or addiction crisis. By normalizing the social stigma surrounding behavioral health, it equips the community with the necessary tools to provide timely support and ultimately, save lives.
• To Be Honest (TBH) is a behavioral health awareness campaign that aims to provide youth, and their families with creative platforms to express their emotional and mental health. This includes two semi-annual art contests and an educational website which includes mental illness myths vs. facts, substance use information and resources, and an online wellness screening tool.
Momentum Employment Services
Momentum Employment Services (MES) assists adults (ages 18+) with a wide range of job seeking skills, resume writing, practice interviewing and arranging informational interviews or job shadowing with prospective employers. Upon client's request, MES facilitates clients' necessary job accommodations, coordinates job coaching, and participates in performance evaluations or reviews. Additionally, MES offers counseling and guidance on issues such as appropriate dress for the work place, communication skills, how to report wage earnings/Social Security benefits issues, understanding employer expectations and other skills needed to retain employment.
Adult Residential Services
Crossroads Village is a warm, safe, nurturing alternative to hospitalization for adults (ages 18-59) suffering from severe and persistent mental illness that can house 45 clients at any given time for up to a year. The treatment model provides a supportive, structured living and learning environment. The treatment plan is developed through an equal partnership between the individual and treatment team. Comprehensive mental health services are in place to prepare and support the client for successful independent community living.
Crisis Support
• Momentum's Crisis Stabilization Unit is open 24 hours a day, 7 days a week and serves as a safe space for 8 adults (ages 18+) at any given time to receive care when experiencing a behavioral health crisis. The smaller environment allows a more tranquil space and opportunity to separate from the stressors that can overload an individual.
• Crisis Residential is a 24 hours a day, 7 days a week, short-term, structured stabilization setting specifically designed to support individuals in avoiding admission to a hospital or reducing the length of stay in inpatient settings. Momentum’s crisis services are operated in two locations: Litteral House and SART (Sub-Acute Residential Treatment). Services include crisis stabilization, psychosocial assessment, care management, individual and group therapy, life skills support, medication evaluation and management, and mobilization of family/significant other support and community resources.
Parisi House on the Hill
Parisi House provides a safe and nurturing place for moms and their kids, who are often caught in a cycle of addiction, trauma, poverty and social injustice. We help to keep children out of foster care by offering moms who risk losing custody of their kids the opportunity to break free from addiction while strengthening the bond with their children. We offer our services at no cost.
We offer individualized treatment plans, and women and their children aged 5 and younger can stay for three to six months. Parisi House provides a structured environment where moms follow a routine. They attend classes, work with their counselors, and share cooking and cleaning duties with the other moms. Kids benefit from intensive child development services while their moms are in class.
Women learn valuable life skills at Parisi House that many were never taught growing up, empowering them to take control of their lives and become better parents for their kids.
La Selva Community Clinic
La Selva Community Clinic offers a full spectrum of mental health services for adults (ages 18+) who are uninsured or underinsured. There are no fees at La Selva Community Clinic. Services include: psychiatry assessment, medication management, case management, counseling, the Day Program, and discount medication support. LSCC is fully staffed by a bicultural, bilingual Spanish speaking staff.
Where we work
Our results
How does this organization measure their results? It's a hard question but an important one.
Number of clients served
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults, Ethnic and racial groups, Economically disadvantaged people, Immigrants and migrants, Unemployed people
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Context Notes
This is the total number of individuals served across the agency in one or more of its programs.
Goals & Strategy
Reports and documents
Download strategic planLearn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
1. Accountable Care Transition & Integration of Value Based
Payment Models into Contracts
2. Integrated Health and Behavioral Health Care Delivery
(including primary care and SUD)
3. Facility Development
4. Mergers
5. Strategic Communications (both internal & external)
What are the organization's key strategies for making this happen?
Preparation, Research & Data. Prior to approaching partners, Momentum will need to prepare a proposal that represents Momentum's performance both internally and externally and to establish rapport and potential success for each initiative.
What are the organization's capabilities for doing this?
Momentum's commitment to optimal beneficiary care; Provider efficiencies (convenience of a one-stop-shop); Improved beneficiary care and outcomes; Centrally located throughout the community we serve; Good relationships with our neighbors/partners; and Expansion opportunities to diversify our contract portfolio.
What have they accomplished so far and what's next?
1. Momentum is developing a proposal for increasing and improving organizational capacity to serve beneficiaries experiencing long-term, substantial functional impairment due to a mental health diagnosis.
2. Momentum hired a dedicated grant writer to expand our contracts and establish our footprint in the substance use disorders category.
3. An internal housing remodel committee has been meeting monthly to review the maintenance, safety and remodel needs of our properties.
4. Momentum talked with a few organizations about the possibility of merging, to expand not only our services, but also geographically.
5. The Momentum communications department has worked with an experienced PR firm to help establish our brand in the community and worked to develop other brand marketing strategies.
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2023 info
0.27
Months of cash in 2023 info
1.1
Fringe rate in 2023 info
21%
Funding sources info
Assets & liabilities info
Financial data
Momentum for Health
Balance sheetFiscal Year: Jul 01 - Jun 30
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jul 01 - Jun 30
This snapshot of Momentum for Health’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
Created in partnership with
Business model indicators
| Profitability info | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Unrestricted surplus (deficit) before depreciation | $1,449,646 | $1,021,662 | $3,694,627 | $9,839,890 | -$2,999,763 |
| As % of expenses | 3.2% | 2.0% | 6.5% | 17.4% | -4.4% |
| Unrestricted surplus (deficit) after depreciation | $846,056 | $350,218 | $2,845,437 | $8,906,070 | -$4,129,270 |
| As % of expenses | 1.9% | 0.7% | 4.9% | 15.5% | -6.0% |
| Revenue composition info | |||||
|---|---|---|---|---|---|
| Total revenue (unrestricted & restricted) | $46,165,488 | $52,759,365 | $60,943,064 | $66,324,094 | $64,047,964 |
| Total revenue, % change over prior year | 13.5% | 14.3% | 15.5% | 8.8% | -3.4% |
| Program services revenue | 18.7% | 16.4% | 14.1% | 13.0% | 10.6% |
| Membership dues | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Investment income | 0.1% | 0.1% | 0.0% | 0.0% | 0.1% |
| Government grants | 80.1% | 82.2% | 71.3% | 69.0% | 89.2% |
| All other grants and contributions | 0.7% | 1.0% | 1.6% | 0.7% | 1.4% |
| Other revenue | 0.4% | 0.3% | 13.0% | 17.2% | -1.3% |
| Expense composition info | |||||
|---|---|---|---|---|---|
| Total expenses before depreciation | $44,825,842 | $51,748,331 | $57,254,199 | $56,464,479 | $68,043,953 |
| Total expenses, % change over prior year | 11.5% | 15.4% | 10.6% | -1.4% | 20.5% |
| Personnel | 83.7% | 84.6% | 78.4% | 83.1% | 79.9% |
| Professional fees | 0.0% | 0.0% | 0.0% | 3.0% | 4.7% |
| Occupancy | 4.1% | 4.5% | 5.8% | 4.9% | 4.3% |
| Interest | 0.4% | 0.3% | 0.7% | 0.9% | 0.8% |
| Pass-through | 0.0% | 0.0% | 0.0% | 2.5% | 2.9% |
| All other expenses | 11.8% | 10.6% | 15.0% | 5.6% | 7.4% |
| Full cost components (estimated) info | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Total expenses (after depreciation) | $45,429,432 | $52,419,775 | $58,103,389 | $57,398,299 | $69,173,460 |
| One month of savings | $3,735,487 | $4,312,361 | $4,771,183 | $4,705,373 | $5,670,329 |
| Debt principal payment | $541,333 | $0 | $0 | $8,696,365 | $0 |
| Fixed asset additions | $0 | $0 | $27,216,034 | $0 | $0 |
| Total full costs (estimated) | $49,706,252 | $56,732,136 | $90,090,606 | $70,800,037 | $74,843,789 |
Capital structure indicators
| Liquidity info | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Months of cash | 1.5 | 1.6 | 1.7 | 2.0 | 1.1 |
| Months of cash and investments | 2.0 | 2.0 | 2.9 | 2.3 | 1.1 |
| Months of estimated liquid unrestricted net assets | 2.8 | 2.7 | 1.4 | 1.5 | 1.1 |
| Balance sheet composition info | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Cash | $5,572,785 | $6,750,747 | $8,314,788 | $9,280,890 | $6,063,002 |
| Investments | $2,024,464 | $2,069,795 | $5,463,624 | $1,689,958 | $0 |
| Receivables | $5,614,917 | $6,474,636 | $1,820,889 | $7,610,657 | $8,839,733 |
| Gross land, buildings, equipment (LBE) | $21,885,608 | $21,387,019 | $48,465,719 | $45,276,185 | $46,259,792 |
| Accumulated depreciation (as a % of LBE) | 52.3% | 52.7% | 24.7% | 20.6% | 22.6% |
| Liabilities (as a % of assets) | 35.3% | 38.3% | 62.2% | 47.9% | 54.7% |
| Unrestricted net assets | $16,940,240 | $17,290,458 | $20,135,895 | $29,041,965 | $24,912,695 |
| Temporarily restricted net assets | $30,000 | N/A | N/A | N/A | N/A |
| Permanently restricted net assets | $0 | N/A | N/A | N/A | N/A |
| Total restricted net assets | $30,000 | $19,372 | $13,610 | $13,610 | $55,317 |
| Total net assets | $16,970,240 | $17,309,830 | $20,149,505 | $29,055,575 | $24,968,012 |
Key data checks
| Key data checks info | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
President & CEO
Mr. David K Mineta
David K. Mineta is President and CEO of Momentum for Mental Health, one of the largest private nonprofit dedicated to providing comprehensive adult mental health services in Santa Clara County. He was appointed to the position in August 2015.
From 2010 to 2015, Mr. Mineta has served as a Presidential appointee in the position of Deputy Director of Demand Reduction for the Office of National Drug Control Policy (ONDCP). His focus on drug prevention, treatment and recovery support services is recognized nationally.
David K. Mineta's career in behavioral health began in Santa Clara County over 25 years ago. In 1996, Mr. Mineta worked with Asian American Recovery Services (AARS) throughout the Bay Area. He began as a manager of a youth prevention program, rose quickly to Associate Director and in 2007, was named Deputy Director. Prior to AARS, Mr. Mineta was a counselor in the San Jose Unified School District and later in Santa Clara County's Alcohol and Drug Department. Mineta also served twice as board president for the Jefferson Union High School District Board of Trustees. He served as a member of the American Public Health Association and Community Anti-Drug Coalitions of America before being unanimously confirmed by the United States Senate on June 22, 2010, as Deputy Director of Demand Reduction for the White House Drug Policy Office.
Mineta received a Bachelor of Arts in Political Science from the University of California, Berkeley and a Master of Social Work from San Jose State University.
Number of employees
Source: IRS Form 990
Momentum for Health
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
Momentum for Health
Highest paid employeesSOURCE: IRS Form 990
Compensation data
Momentum for Health
Board of directorsas of 08/27/2024
Board of directors data
Georgina Baca
Lockheed Martin Space
Term: 2021 -
Kathryn Williams
Community Volunteer
Term: 2021 -
Fernando V. Hernandez
Hernandez Law Firm
Richard J. Foley
Ewing-Foley, Inc.
Jason Noriega
Sereno Group/Homes of Silicon Valley
William Rippe
Alain Pinel Realtors
Delphia Edwards
Community Volunteer
David K. Mineta
Momentum for Mental Health
Joyce Puopolo
Community Volunteer
James Bertonis
Azure Communications
Hal Mahon
Tashcon Corporation
Stephanie Peil
Ewing-Foley, Inc.
Lee Thorpe
Regional Medical Center of San Jose
Mary L. Rotunno
El Camino Hospital
Georgina Baca
Lockheed Martin Space
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
-
Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Not applicable -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Transgender Identity
Sexual orientation
No data
Disability
No data
Equity strategies
Last updated: 12/05/2023GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more
- We disaggregate data by demographics, including race, in every policy and program measured.
- We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Contractors
Fiscal year endingGuideStar Pro Reports
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- Letter of Determination
- Officer and/or Employee data for 2023, 2022, 2021, 2020, 2019
- Contractor and/or Paid Preparer data for 2023, 2022, 2021
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