Momentum For Health is a 501(c)(3) organization based in San Jose, California, registered in 1962, with $96,639,749 in FY2024 revenue. CharityIndex grades it A, and it directs about 79% of spending to programs.
Revenue (FY2024)
$96.6M
▲ 34.7% vs prior year
Mental Health median: $333K
Expenses (FY2024)
$73.3M
Net assets
$46.2M
Employees
681
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Momentum For Health: 79% to programs · $1 to raise $100 earns a B+ on this criterion. See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Momentum For Health: 8 mo reserves · +24% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Momentum For Health: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Momentum For Health: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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Helping people achieve mental and emotional health, discover their potential, and fully participate in life.
Medical service, residential, support housing, employment services, and adminstrative support.
Provide outpatient and residential services funded by billing to the commercial payors.
Revenue grew from $31.3M (FY2013) to $96.6M (FY2024) across 12 reported years.
Financial snapshot
Operating margin
24.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$65.8M
Total liabilities
$19.5M
Net assets
$46.2M
Salaries & benefits
$59.6M
81% of expenses
Board members
15
14 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $96,639,749▲34.7% | $73,318,810▼0.6% | $46,241,337▲102% | $65,777,609▲23.5% | 990 |
| 2023 | $71,736,480▲12.0% | $73,784,094▲6.7% | $22,920,398▼8.2% | $53,282,234▼3.3% | 990 |
| 2022 | $64,047,964▼3.4% | $69,173,460▲20.5% | $24,968,012▼14.1% | $55,075,538▼1.2% | 990 |
| 2021 | $66,324,094▲8.8% | $57,398,299▼1.2% | $29,055,575▲44.2% | $55,751,355▲4.6% | 990 |
| 2020 | $60,943,064▲15.5% | $58,103,389▲10.8% | $20,149,505▲16.4% | $53,278,490▲89.8% | 990 |
| 2019 | $52,759,365▲14.3% | $52,419,775▲15.4% | $17,309,830▲2.0% | $28,071,805▲7.1% | 990 |
| 2018 | $46,165,488▲13.5% | $45,429,432▲11.5% | $16,970,240▲4.5% | $26,211,525▲3.5% | 990 |
| 2017 | $40,682,695▲10.3% | $40,733,834▲12.0% | $16,234,184▼0.3% | $25,322,071▼2.0% | 990 |
| 2016 | $36,874,051▲4.4% | $36,378,375▲5.2% | $16,285,323▲3.1% | $25,841,235▲0.7% | 990 |
| 2015 | $35,309,495▲5.0% | $34,566,550▲3.7% | $15,789,647▲4.9% | $25,653,792▲1.6% | 990 |
| 2014 | $33,639,960▲7.4% | $33,321,631▲10.6% | $15,046,702▲2.2% | $25,245,924 | 990 |
| 2013 | $31,317,552 | $30,136,958▲7.2% | $14,728,373▲8.7% | $25,244,169▲3.8% | 990 |
| 2012 | — | $28,111,524▲0.3% | $13,547,779▲4.7% | $24,317,761▲2.1% | 990 |
| 2011 | — | $28,015,744▲1.0% | $12,938,439▲7.0% | $23,825,475▼2.7% | 990 |
| 2010 | — | $27,739,289 | $12,087,256 | $24,480,383 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Highest-paid: Shefali Miller — $548,942 (0.75% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Shefali Miller | Chief Medical Officer | 40 | $548,942 |
| Maksim Marchenko | Psychiatrist | 40 | $539,050 |
| Charles Fagundes | Psychiatrist | 40 | $502,723 |
| Omar Sahak | Psychiatrist | 32 | $481,295 |
| Tyson S Torres | Psychiatrist | 40 | $477,203 |
| Michael Huynh | Psychiatrist | 40 | $460,344 |
| Theresa Matacia | Cfo (thru 11/24) | 40 | $409,500 |
| David Mineta | Ceo | 40 | $318,503 |
| Amy Duncan | General Counsel | 40 | $247,913 |
| James Millsap | Executive Director | 40 | $215,164 |
| Eleonore Sosa Pace | Chief Officer of Residential & 24/7 Programs | 40 | $205,898 |
| Gail Campanale | Chief Officer of Outpatient Programs | 40 | $199,976 |
| Georgina Baca | Board Member | 2 | — |
| Jaime Chavez | Board Member | 2 | — |
| James Bertonis | Board Member | 2 | — |
| Jason Noriega | Board Member | 2 | — |
| Jonathan Michael | Treasurer | 5 | — |
| Joyce Puopolo | Secretary | 5 | — |
| Kathy Williams | Chair | 5 | — |
| Loren Cheng | Board Member | 2 | — |
| Contractor | Services | Paid |
|---|---|---|
| Indian Hills Advisors LLC | Cfo Consulting Services | $409,500 |
| Magic Carpet Cleaners | Janitorial and Carpet Cleaning Services | $197,619 |
| Bpm LLP | Netsuite Implementation Services | $187,712 |
| Independent Psychiatric Consulting Pllc | Psychiatric Consulting Services | $187,210 |
| Jaime Maturino Gardening | Handyman/repair Services | $104,317 |
60 grants to Momentum For Health totaling $2.3M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Sutter Bay Hospitals | Program support | 2024 | $50,000 |
| Silicon Valley Community Foundation | Health | 2024 | $10,000 |
| Stanford Health Care 227 | Behavioral health | 2023 | $150,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $36,750 |
| Second Harvest of Silicon Valley | To prevent hunger | 2023 | $35,682 |
| Kaiser Foundation Hospitals | Substance use treatment in her own language | 2023 | $25,000 |
| Sutter Bay Hospitals | Program support | 2023 | $25,000 |
| Marin Community Foundation | Support services at parisi house | 2023 | $25,000 |
| Second Harvest of Silicon Valley | To prevent hunger | 2023 | $19,200 |
| Donor Advised Charitable Giving | Health | 2023 | $16,350 |
| Silicon Valley Community Foundation | Health | 2023 | $10,500 |
| Los Altos Community Foundation | Operations | 2023 | $7,250 |
| Stanford Health Care 227 | Behavioral health | 2022 | $160,000 |
| Second Harvest of Silicon Valley | To prevent hunger | 2022 | $34,080 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $32,825 |
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Data for Momentum For Health (EIN 94-1496052) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.