MOMENTUM FOR HEALTH

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

MICHAEL SCATES

Phone

6693192157

Tax Period

2024-07-01 to 2025-06-30

MOMENTUM FOR HEALTH, founded in 1997, is a mid-sized nonprofit in the Mental Health sector that reported $96.6M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23.3M, a strong 24% operating margin.

Mission

HELPING PEOPLE ACHIEVE MENTAL AND EMOTIONAL HEALTH, DISCOVER THEIR POTENTIAL, AND FULLY PARTICIPATE IN LIFE.

Program Service Accomplishments

Program 1

Expenses: $33,518,179 Revenue: $5,476,361

PROVIDE OUTPATIENT BEHAVIORAL, MENTAL, AND SUBSTANCE ADDICTION SERVICES.

Program 2

Expenses: $24,452,516 Revenue: $5,021,435

PROVIDE CRISIS RESIDENTIAL SERVICES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $78,997,669

Program Service Revenue $10,497,796

Investment Income $7,006,071

Other Revenue $138,213

TOTAL REVENUE $96,639,749

Expense Breakdown

Grants Paid $25,847

Salaries & Benefits $59,617,528

Fundraising Expenses $791,573

Program Expenses $57,970,695

Other Expenses $13,675,435

TOTAL EXPENSES $73,318,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,639,749	$71,736,480	+0.3%
Expenses	$73,318,810	$73,784,094	0.0%
Net Income	$23,320,939	$-2,047,614	-12.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

681

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$908,663

Total Directors

$741,151

Key Employees

$985,187

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID MINETA	CEO	40.00	Officer Director	$318,503	$13,148	$331,651
KATHY WILLIAMS	CHAIR	5.00	Officer Director	$0	$0	$0
THE HONORABLE PATRICK TONDREAU	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JONATHAN MICHAEL	TREASURER	5.00	Officer Director	$0	$0	$0
JOYCE PUOPOLO	SECRETARY	5.00	Officer Director	$0	$0	$0
THE HONORABLE RICHARD LOFTUS	ASST. SECRETARY	2.00	Officer Director	$0	$0	$0
GEORGINA BACA	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES BERTONIS	BOARD MEMBER	2.00	Director	$0	$0	$0
JAIME CHAVEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
LOREN CHENG	BOARD MEMBER	2.00	Director	$0	$0	$0
THERESA EYRE	BOARD MEMBER	2.00	Director	$0	$0	$0
VICKIE GROVE	BOARD MEMBER	2.00	Director	$0	$0	$0
SHABBER JAFFER	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON NORIEGA	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY ROTUNNO	BOARD MEMBER	2.00	Director	$0	$0	$0
THERESA MATACIA	CFO (THRU 11/24)	40.00	Director	$409,500	$0	$409,500
NIMESH MEHTA	CFO (START 12/24)	40.00	Director	$0	$0	$0
SHEFALI MILLER	CHIEF MEDICAL OFFICER	40.00	Officer	$548,942	$28,070	$577,012
AMY DUNCAN	GENERAL COUNSEL	40.00	Key Emp	$247,913	$20,589	$268,502
JAMES MILLSAP	EXECUTIVE DIRECTOR	40.00	Key Emp	$215,164	$32,483	$247,647
ELEONORE SOSA PACE	CHIEF OFFICER OF RESIDENTIAL & 24/7 PROGRAMS	40.00	Key Emp	$205,898	$32,423	$238,321
GAIL CAMPANALE	CHIEF OFFICER OF OUTPATIENT PROGRAMS	40.00	Key Emp	$199,976	$30,741	$230,717
MAKSIM MARCHENKO	PSYCHIATRIST	40.00	Highest	$539,050	$17,254	$556,304
CHARLES FAGUNDES	PSYCHIATRIST	40.00	Highest	$502,723	$14,282	$517,005
TYSON S TORRES	PSYCHIATRIST	40.00	Highest	$477,203	$28,070	$505,273
OMAR SAHAK	PSYCHIATRIST	32.00	Highest	$481,295	$15,838	$497,133
MICHAEL HUYNH	PSYCHIATRIST	40.00	Highest	$460,344	$26,394	$486,738

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$96,639,749	$73,318,810	$65,777,609	$23,320,939
2024	$71,736,480	$73,784,094	$53,282,234	$-2,047,614
2023	$64,047,964	$69,173,460	$55,075,538	$-5,125,496
2022	$66,324,094	$57,398,299	$55,751,355	$8,925,795
2021	$60,943,064	$58,103,389	$53,278,490	$2,839,675
2020	$52,759,365	$52,419,775	$28,071,805	$339,590
2019	$46,165,488	$45,429,432	$26,211,525	$736,056