The Health Trust

Organization Overview

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 06/2023, Health Trust employed 114 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 06/2021, Health Trust generated $21.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.3% each year. All expenses for the organization totaled $20.6m during the year ending 06/2021. While expenses have increased by 0.8% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Since 2015, Health Trust has awarded 210 individual grants totaling $23,593,375. 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.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

TO BUILD HEALTH EQUITY IN SILICON VALLEY.

Describe the Organization's Program Activity:

Part 3 - Line 4a

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. THE 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. (CONTINUED ON SCHEDULE O)HOUSING SERVICES REACHES MORE THAN 640 INDIVIDUALS, OF WHICH 212 ARE FOR INDIVIDUALS LIVING WITH HIV/AIDS. SPECIFIC SERVICES INCLUDE: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 FY23, HPP SERVED 68 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 FY23, HFH SERVED 111 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 FY23, THE HEALTH TRUST SERVED 212 CLIENTS RESIDING AT "SCATTERED PERMANENT SUPPORTIVE HOUSING SITES'' ACROSS SANTA CLARA COUNTY.ENHANCED CARE MANAGEMENT ("ECM") AND COMMUNITY SUPPORTS ("CS") - ARE COVERED SERVICES UNDER 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. THE GOAL IS TO PROVIDE NON-CLINICAL INTERVENTIONS FOCUSED ON A WHOLE-PERSON CARE APPROACH THAT TARGET SOCIAL DETERMINANTS OF HEALTH TO REDUCE HEALTH DISPARITIES AND INEQUITIES. THE HEALTH TRUST CONTINUES TO CONTRACT WITH SANTA CLARA COUNTY'S TWO MEDI-CAL MANAGED CARE PLANS TO PROVIDE ENHANCED CARE MANAGEMENT ("ECM") AND COMMUNITY SUPPORT ("CS") SERVICES TO IMPROVE QUALITY OF LIFE FOR MEDI-CAL MEMBERS. IN FY23, THE HEALTH TRUST PROVIDED ECM SERVICES TO 156 CLIENTS AND CS TO 99 CLIENTS.


CHRONIC DISEASE SERVICES:PROVIDES COMMUNITY-BASED, CHRONIC DISEASE PREVENTION AND MANAGEMENT RESOURCES TO INDIVIDUALS LIVING WITH COMPLEX HEALTH CONDITIONS.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 MEDICAL AND NON-MEDICAL CASE MANAGEMENT, CARE COORDINATION, AND FOOD ASSISTANCE - SERVING MORE THAN 620 LOW-INCOME CLIENTS. (CONTINUED ON SCHEDULE O)DURING Q4 OF FY23, 89% OF CLIENTS ON HIGHLY ACTIVE ANTIRETROVIRAL THERAPY HAD UNDETECTABLE HIV VIRAL LOADS (COMPARED TO 66% NATIONALLY AND 64% IN CALIFORNIA FOR 2021), AND 77% OF CLIENTS ENGAGED IN MEDICAL CARE.


FOOD & NUTRITION SERVICES:FOCUSES ON PROVIDING NUTRITIONALLY APPROPRIATE FOOD TO MEET THE COMPLEX HEALTH CONDITIONS OF CLIENTS. SPECIFIC SERVICES INCLUDE:MEDICALLY TAILORED MEALS - WITH THE END OF THE STATEWIDE MEDI-CAL MEDICALLY TAILORED MEALS PILOT PROGRAM IN FY22, THE HEALTH TRUST INDEPENDENTLY CONTRACTED WITH TWO MAJOR MEDICAL PROVIDERS IN SANTA CLARA COUNTY: ANTHEM BLUE CROSS AND SANTA CLARA FAMILY HEALTH PLAN. THESE FEE-FOR-SERVICE AGREEMENTS ENABLED THE HEALTH TRUST TO SUSTAIN IS MEDICALLY TAILORED FOOD AND NUTRITION SERVICES (CONTINUED ON SCHEDULE O)WHILE EXPANDING ITS REACH TO CLIENTS WITH A WIDE RANGE OF MEDICAL CONDITIONS AND COMPLEX CARE COORDINATION REQUIREMENTS. THE HEALTH TRUST DOUBLED THE NUMBER OF CLIENTS SERVED AND TRIPLED THE NUMBER OF MEALS PROVIDED. IN COLLABORATION WITH THE MANAGED CARE HEALTH PLANS, THE HEALTH TRUST DEVELOPED A NEW SERVICE LINE, "MEDICALLY TAILORED GROCERIES", THAT PROVIDES A STEP-DOWN OPTION FOR CLIENTS TO MAINTAIN THEIR ABILITY TO BETTER MANAGE THEIR HEALTH. THE HEALTH TRUST REMAINS A MEMBER OF THE CALIFORNIA FOOD IS MEDICINE COALITION ("CAL FIMC"). THE 318 CLIENTS SERVED BY THE HEALTH TRUST IN THIS PROGRAM RECEIVED MORE THAN 47,000 MEALS, 700 GROCERY BAGS, AND 530 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 FY23, THE HEALTH TRUST PROVIDED MORE THAN 252,000 MEALS AND MORE THAN 45,000 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 2,100 FRIENDLY VISITS OR PHONE CALLS TO OLDER ADULTS. IN CLIENT SURVEYS, 92% OF CLIENTS REPORTED THAT PARTICIPATING IN THE PROGRAM MADE THEM FEEL MORE SOCIALLY CONNECTED, AND 92% BELIEVED THAT THE PROGRAM WAS VERY IMPORTANT TO THEIR DAILY WELL-BEING.JERRY LARSON FOOD BASKET - 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 195,000 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 198,000 POUNDS OF FOOD IS DISTRIBUTED TO THE COMMUNITY, REACHING MORE THAN 2,900 HOUSEHOLDS PER YEAR.


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Board, Officers & Key Employees

Name (title)Compensation
Robert Robledo
Chair
$0
Ann Ravel
Vice Chair
$0
Rita Nguyen MD
Secretary
$0
Brad Baron
Board Member (as Of 06/23)
$0
Wei-Ting Chen
Board Member (as Of 06/23)
$0
Ben Dubin
Board Member
$0

Outside Vendors & Contractors

Vendor Name (Service)Compensation
10th Avenue Consulting Llc
Salesforce Consulting
$140,000
Paradox Technology
It Support
$210,452
View All Vendors

Financial Statements

Statement of Revenue
Total Revenue from Contributions, Gifts, Grants & Similar$15,870,649
Investment income $3,349,822
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $155,654
Net Gain/Loss on Asset Sales $1,358,212
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $21,227,060

Grants Awarded

Over the last fiscal year, The Health Trust has awarded $2,300,000 in support to 17 organizations.

Grant RecipientAmount

CHILD ADVOCATES OF SILICON VALLEY INC

PURPOSE: SEE PART IV

$52,500

COMMUNITY FOOD BANK OF SAN BENITO COUNTY

PURPOSE: SEE PART IV

$128,432

COMMUNITY SERVICES AGENCY

PURPOSE: SEE PART IV

$175,000

FAMILY SUPPORTIVE HOUSING INC

PURPOSE: SEE PART IV

$150,000

GARDNER FAMILY HEALTH NETWORK INC

PURPOSE: SEE PART IV

$150,000

JOVENES DE ANTANO DEL CONDADO DE SAN BENITO

PURPOSE: SEE PART IV

$86,250
View Grant Profile

Peer Organizations

Organization NameAssets
Honorhealth Foundation
Scottsdale, AZ
$90,920,062
Parker Institute For Cancer Immunotherapy
San Francisco, CA
$23,662,636
Saint Johns Health Center Foundation
Santa Monica, CA
$38,864,744
The Health Trust
San Jose, CA
$21,227,060
Tmc Healthcare
Tucson, AZ
$10,070,870
Valley Childrens Healthcare Foundation
Madera, CA
$14,123,297
Dignity Health Foundation
San Francisco, CA
$1,820,295
Childrens Healthcare Of California
Orange, CA
$34,175,929
Healthcare Transitional Funding Corp
Glendale, AZ
$25,480
Nevada Rural Hospital Project Foundation Inc
Reno, NV
$6,872,700
Beyond Type1
San Mateo, CA
$6,802,670
Health First Foundation-Northern Arizona
Flagstaff, AZ
$17,582,632
Legacy Health Endowment
Turlock, CA
$2,616,848
1800 Harrison Foundation
Oakland, CA
$3,526,947
Senior Services For Northern California
San Francisco, CA
$7,281,666
National Institute Of Transplantation Foundation
Burbank, CA
$1,216,939
Sisters Of St Joseph Healthcare Foundation
Orange, CA
$426,655
Watsi
San Francisco, CA
$1,588,745
St Rose Hospital Foundation
Hayward, CA
$594,111
Health Care Foundation For Ventura County
Ventura, CA
$1,968,028
Sutter Roseville Medical Center Foundation
Sacramento, CA
$1,998,872
Healthcare Foundation Northern Sonoma County
Healdsburg, CA
$1,464,682
Victoria Project Inc
Santa Barbara, CA
$1,684,521
Plunum Health
Los Angeles, CA
$936,961
Salem Health Foundation
Salem, OR
$3,047,767

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