The Health Trust is located in San Jose, CA. The organization was established in 1966. According to its NTEE Classification (E12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Health Care and related organizations. As of 06/2022, Health Trust employed 132 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Health Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Health Trust generated $27.9m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 10.6% each year . All expenses for the organization totaled $19.0m during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Health Trust has awarded 241 individual grants totaling $26,972,560. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO BUILD HEALTH EQUITY IN SILICON VALLEY.
Describe the Organization's Program Activity:
HOUSING SERVICES:PROVIDES FINANCIAL SUPPORT, CASE MANAGEMENT, HOUSING NAVIGATION, AND OTHER SUPPORT SERVICES CLIENTS NEED TO REMAIN STABLY HOUSED. THE HEALTH TRUST SPECIALIZES IN HOUSING SERVICES FOR PEOPLE LIVING WITH HIV/AIDS, PEOPLE WHO HAVE EXPERIENCED CHRONIC HOMELESSNESS, AND FAMILIES WITH CHILDREN AGES 0-5 WHO ARE AT-RISK OF BECOMING HOMELESS.SEE SCHEDULE O CONTINUATIONTHE HEALTH TRUST RECOGNIZES STABLE HOUSING IS A SOCIAL DETERMINANT OF HEALTH, AND STAFF PROVIDE INTENSIVE CASE MANAGEMENT SERVICES THROUGH RAPID REHOUSING, PERMANENT SUPPORTIVE HOUSING, AND RENTAL ASSISTANCE ADMINISTRATION. HOUSING SERVICES REACHES MORE THAN 600 INDIVIDUALS, OF WHICH 179 ARE FOR INDIVIDUALS LIVING WITH HIV/AIDS. SPECIFIC SERVICES INCLUDE:FAMILY SUPPORT SERVICES (FSS) - ASSISTS FAMILIES WITH CHILDREN AGES 0-5 WHO ARE AT RISK OF HOMELESSNESS, PROVIDING A HOMELESSNESS ACUITY ASSESSMENT AND RENTAL ASSISTANCE. FAMILIES WITH NON-ACUTE RISK OF HOMELESSNESS ARE CONNECTED TO LOCAL FAMILY RESOURCE CENTERS FOR CASE MANAGEMENT. IN FY22, 104 FAMILIES RECEIVED HOMELESSNESS PREVENTION SERVICES, 121 FAMILIES RECEIVED COVID RENT SUPPORT, AND 71 FAMILIES RECEIVED CASE MANAGEMENT AND LINKAGES TO COMMUNITY SERVICES.THE HOUSING PLUS PROJECT (HPP) - SCREENS AND ASSESSES INDIVIDUALS LIVING WITH HIV/AIDS WHO ARE AT RISK OF LOSING HOUSING DUE TO FINANCIAL HARDSHIP, AND PROVIDES SUPPORT SERVICES TO ELIGIBLE CLIENTS TO PREVENT DETERIORATION OF HEALTH. CLIENTS RECEIVE SHORT-TERM FINANCIAL ASSISTANCE AND CASE MANAGEMENT SERVICES. IN FY22, HPP SERVED 40 INDIVIDUALS.HOUSING FOR HEALTH (HFH) PROGRAM - ASSISTS INDIVIDUALS LIVING WITH HIV/AIDS AND SURVIVORS OF INTIMATE PARTNER ABUSE WHO ARE AT RISK OF HOMELESSNESS. FUNDING RECEIVED FROM THE SANTA CLARA COUNTY OFFICE OF SUPPORTIVE HOUSING AND CITY OF SAN JOSE HELPS CLIENTS MAINTAIN THEIR PERMANENT SUPPORTIVE HOUSING (PSH) STATUS THROUGH CASE MANAGEMENT, HOUSING INSPECTIONS, SERVICE LINKAGES, AND RECERTIFICATIONS. IN FY22, HFH SERVED 96 CLIENTS. COORDINATED CARE PROJECT (CCP) - SERVES INDIVIDUALS WHO HAVE EXPERIENCED CHRONIC HOMELESSNESS, PROVIDING CASE MANAGEMENT AS CLIENTS ENTER INTO AND LIVE IN PERMANENT SUPPORTIVE HOUSING UNITS. SOME CLIENTS RECEIVE SUPPORT WITH MANAGING BEHAVIORAL HEALTH MATTERS, HIV/AIDS, AND/OR CRIMINAL JUSTICE INVOLVEMENT. IN FY22, THE HEALTH TRUST SERVED 213 CLIENTS RESIDING AT "SCATTERED PERMANENT SUPPORTIVE HOUSING SITES'' ACROSS SANTA CLARA COUNTY.FY22 ALSO MARKED THE START OF CALIFORNIA ADVANCING AND INNOVATING MEDI-CAL (CALAIM), A MULTI-YEAR INITIATIVE BY THE DEPARTMENT OF HEALTH CARE SERVICES (DHCS) TO IMPROVE THE QUALITY OF LIFE AND HEALTH OUTCOMES OF MEDI-CAL MEMBERS. THE INITIATIVE FOCUSES ON IMPLEMENTING A BROAD DELIVERY SYSTEM, PROGRAM, AND PAYMENT REFORM ACROSS THE MEDI-CAL PROGRAM. ONE CALAIM GOAL IS TO IMPROVE QUALITY OF LIFE FOR MEDI-CAL MEMBERS THROUGH SERVICES PROVIDED THROUGH COMMUNITY-BASED ORGANIZATIONS. IN FY22, THE HEALTH TRUST ENTERED INTO CONTRACTS WITH SANTA CLARA COUNTY'S TWO MEDI-CAL MANAGED CARE PLANS TO PROVIDE ENHANCED CARE MANAGEMENT (ECM) AND COMMUNITY SUPPORT (CS) SERVICES, AS PART OF CALAIM.
CHRONIC DISEASE SERVICES: CHRONIC DISEASE SERVICES PROVIDES COMMUNITY-BASED, CHRONIC DISEASE PREVENTION AND MANAGEMENT RESOURCES TO INDIVIDUALS LIVING WITH COMPLEX HEALTH CONDITIONS.SEE SCHEDULE O CONTINUATION- HIV/AIDS SERVICES - THE HEALTH TRUST IS THE LARGEST NON-MEDICAL HIV/AIDS PROGRAM IN SANTA CLARA COUNTY, PROVIDING A VARIETY OF SERVICES TO LOW-INCOME SANTA CLARA COUNTY RESIDENTS LIVING WITH HIV/AIDS. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, MEDICAL AND NON-MEDICAL CASE MANAGEMENT, CARE COORDINATION, AND FOOD ASSISTANCE - SERVING MORE THAN 600 LOW-INCOME CLIENT.
FOOD & NUTRITION SERVICES: FOOD & NUTRITION SERVICES FOCUSES ON PROVIDING NUTRITIONALLY APPROPRIATE FOOD TO MEET THE COMPLEX HEALTH CONDITIONS OF CLIENTS. SPECIFIC SERVICES INCLUDE:SEE SCHEDULE O CONTINUATIONFOOD IS MEDICINE - THE HEALTH TRUST, AS A MEMBER OF THE CALIFORNIA FOOD IS MEDICINE COALITION (CAL FIMC), PARTICIPATED IN A STATEWIDE MEDI-CAL MEDICALLY TAILORED MEALS PILOT PROGRAM INITIALLY FOR PATIENTS WITH CONGESTIVE HEART FAILURE. THE GOAL OF THE PROGRAM WAS TO REDUCE 30-DAY AND 90-DAY HOSPITAL READMISSIONS FOR PARTICIPATING CLIENTS, REDUCE HEALTHCARE COSTS, AND IMPROVE HEALTH OUTCOMES. WHILE THIS PILOT WAS SLATED TO WIND DOWN IN FY21, THE HEALTH TRUST RECEIVED SHORT-TERM STATE FUNDING TO PROVIDE MEDICALLY TAILORED MEALS TO AN EXPANDED LIST OF ELIGIBLE CLIENTS DURING FY22. WITH THE ADDITION OF THIS FUNDING, THE HEALTH TRUST DOUBLED THE NUMBER OF CLIENTS SERVED AND PROVIDED TRIPLE THE NUMBER OF MEALS. THE 272 CLIENTS SERVED BY THE HEALTH TRUST IN THIS PROGRAM RECEIVED MORE THAN 57,000 MEALS AND MORE THAN 500 REGISTERED DIETITIAN SESSIONS. MEALS ON WHEELS (MOW) - DELIVERS NUTRITIOUS MEALS FIVE DAYS A WEEK TO LOW-INCOME, HOMEBOUND SENIORS AND ADULTS WITH DISABILITIES. IN ADDITION TO THE MEALS, DRIVERS ALSO PROVIDE WELLNESS CHECKS, MAKING SURE THAT CLIENTS ARE SAFE, ALERT, AND STABLE. IN FY22, DEMAND FOR MEALS REMAINED HIGH, ABOUT TRIPLE PRE-PANDEMIC LEVELS. THE HEALTH TRUST PROVIDED MORE THAN 275,000 MEALS AND MORE THAN 49,000 WELLNESS CHECKS DURING THE FISCAL YEAR.FRIENDS FROM MEALS ON WHEELS (FMOW) - IS A FRIENDLY VISITOR PROGRAM AIMED AT DECREASING SOCIAL ISOLATION BY PROVIDING MORE THAN 1,900 FRIENDLY VISITS OR PHONE CALLS TO OLDER ADULTS. IN CLIENT SURVEYS, 96% OF CLIENTS REPORTED THAT PARTICIPATING IN THE PROGRAM MADE THEM FEEL MORE SOCIALLY CONNECTED, AND 80% BELIEVED THAT THE PROGRAM WAS VERY IMPORTANT TO THEIR DAILY WELL-BEING. JERRY LARSON FOODBASKET - IS A COMMUNITY HUB THAT PROVIDES HIGH QUALITY FOOD AND NUTRITION SERVICES, AS WELL AS ENGAGEMENT OPPORTUNITIES FOR VOLUNTEERS. ANNUALLY, THE HEALTH TRUST DISTRIBUTES MORE THAN 198,000 POUNDS OF FOOD DONATED PRIMARILY BY SECOND HARVEST OF SILICON VALLEY TO CLIENTS IN THE HEALTH TRUST'S PROGRAMS.FOOD IN HOUSING - INCREASES FOOD SECURITY FOR HIGH-NEED PERMANENT SUPPORTIVE HOUSING CLIENTS BY PROVIDING THEM WITH NUTRITIONALLY APPROPRIATE BAGS OR BOXES OF FOOD.FREE GROCERY AT TROPICANA - IN PARTNERSHIP WITH SECOND HARVEST OF SILICON VALLEY, EVERY FIRST WEDNESDAY OF THE MONTH, FRESH PRODUCE AND USDA FOOD ITEMS ARE DISTRIBUTED TO COMMUNITY MEMBERS AT THE TROPICANA SHOPPING CENTER IN EAST SAN JOSE. APPROXIMATELY 245,000 POUNDS OF FOOD IS DISTRIBUTED TO THE COMMUNITY, REACHING MORE THAN 2,600 HOUSEHOLDS PER YEAR.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Michele Lew CEO | Officer | 40 | $325,578 |
Amy Chan Cao | Officer | 40 | $210,069 |
Kelly Chau Sr. VP Of Progrms | Officer | 40 | $173,441 |
Elisa Koff-Ginsborg Executive Director Associate Of Mental Health | 40 | $138,138 | |
Jorge Wong Dir. Of Housing Services | 40 | $135,878 | |
Carlene Schmidt Dir. Of Development | 40 | $132,522 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Paradox Technology It Support | 6/29/22 | $311,311 |
Healthier Kids Foundation Subcontractor For Oral Health Education | 6/29/22 | $162,257 |
10th Avenue Consulting Llc Salesforce Consulting | 6/29/22 | $108,008 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $233,763 |
Fundraising events | $235,774 |
Related organizations | $0 |
Government grants | $8,339,310 |
All other contributions, gifts, grants, and similar amounts not included above | $4,315,904 |
Noncash contributions included in lines 1a–1f | $886,325 |
Total Revenue from Contributions, Gifts, Grants & Similar | $13,124,751 |
Total Program Service Revenue | $1,425,533 |
Investment income | $10,968,136 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $349,637 |
Net Gain/Loss on Asset Sales | $2,113,427 |
Net Income from Fundraising Events | -$43,683 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $27,941,301 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $3,919,752 |
Grants and other assistance to domestic individuals. | $847,808 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $799,680 |
Compensation of current officers, directors, key employees. | $492,512 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $4,397,191 |
Pension plan accruals and contributions | $144,609 |
Other employee benefits | $1,446,111 |
Payroll taxes | $429,367 |
Fees for services: Management | $0 |
Fees for services: Legal | $20,692 |
Fees for services: Accounting | $579,060 |
Fees for services: Lobbying | $28,865 |
Fees for services: Fundraising | $62,680 |
Fees for services: Investment Management | $491,948 |
Fees for services: Other | $97,977 |
Advertising and promotion | $0 |
Office expenses | $324,071 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $411,623 |
Travel | $61,435 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $26,931 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $159,727 |
Insurance | $143,458 |
All other expenses | $0 |
Total functional expenses | $18,977,103 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $189,286 |
Savings and temporary cash investments | $1,799,261 |
Pledges and grants receivable | $301,482 |
Accounts receivable, net | $2,397,506 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $274,484 |
Net Land, buildings, and equipment | $4,645,198 |
Investments—publicly traded securities | $74,075,025 |
Investments—other securities | $37,980,567 |
Investments—program-related | $43,215 |
Intangible assets | $0 |
Other assets | $4,800 |
Total assets | $121,710,824 |
Accounts payable and accrued expenses | $1,403,499 |
Grants payable | $0 |
Deferred revenue | $20,000 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $83,357 |
Total liabilities | $1,506,856 |
Net assets without donor restrictions | $114,723,278 |
Net assets with donor restrictions | $5,480,690 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $121,710,824 |
Over the last fiscal year, The Health Trust has awarded $3,864,557 in support to 27 organizations.
Grant Recipient | Amount |
---|---|
SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT PURPOSE: SEE PART IV | $644,757 |
AFRICAN AMERICAN COMMUNITY SERVICES AGENCY PURPOSE: SEE PART IV | $249,828 |
San Jose, CA PURPOSE: SEE PART IV | $229,555 |
San Jose, CA PURPOSE: SEE PART IV | $204,256 |
East Palo Alto, CA PURPOSE: SEE PART IV | $202,500 |
Hollister, CA PURPOSE: SEE PART IV | $200,000 |
Over the last fiscal year, we have identified 1 grants that The Health Trust has recieved totaling $2,000.
Awarding Organization | Amount |
---|---|
Altman-Aronow Charitable Foundation San Jose, CA PURPOSE: ORGANIZATION TRYING TO BUILD HEALTH EQUITY IN SILICON VALLEY. | $2,000 |
Beg. Balance | $398,720 |
Earnings | -$38,132 |
Net Contributions | $1,000 |
Other Expense | $1,584 |
Ending Balance | $360,004 |
Organization Name | Assets | Revenue |
---|---|---|
Saint Johns Hospital & Health Center Foundation Santa Monica, CA | $338,467,866 | $91,993,336 |
Honorhealth Foundation Scottsdale, AZ | $342,615,174 | $47,488,942 |
The Health Trust San Jose, CA | $121,710,824 | $27,941,301 |
Valley Childrens Healthcare Foundation Madera, CA | $40,273,327 | $13,248,839 |
Childrens Healthcare Of California Orange, CA | $509,065,328 | $34,175,929 |
Healthcare Transitional Funding Corp Glendale, AZ | $463,333 | $25,480 |
Community Clinics Health Network San Diego, CA | $1,366,120 | $5,859,898 |
Health First Foundation-Northern Arizona Flagstaff, AZ | $53,020,022 | $5,292,258 |
Legacy Health Endowment Turlock, CA | $0 | $3,113,073 |
Oregon Rural Health Initiative Portland, OR | $7,029,575 | $4,022,932 |
Beyond Type1 San Mateo, CA | $30,549,065 | $31,598,966 |
Dignity Health Foundation San Francisco, CA | $14,808,045 | $3,116,398 |