THE HEALTH TRUST: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HEALTH TRUST (EIN 94-6050231)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-22
- IRS object ID
- 202300829349300300
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-22T23:47:35-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W SAN FERNANDO ST STE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946050231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 4085138700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 NEWBERRY DRIVE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE LEW | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4085138700 | PhoneNum |
| Signature | 2023-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELE | PersonFirstNm |
| Person Last | LEW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 4082006400 | PhoneNum |
| Preparation | 2023-03-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELE LEW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 NEWBERRY DRIVE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $95,428,519 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD HEALTH EQUITY IN SILICON VALLEY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 132 | TotalEmployeeCnt |
| Total Volunteers | 438 | TotalVolunteersCnt |
| Total Gross UBI | -$5,990 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,870,649 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,124,751 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $492,723 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,425,533 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,708,034 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,081,563 | CYInvestmentIncomeAmt |
| PY Other Revenue | $155,654 | PYOtherRevenueAmt |
| CY Other Revenue | $309,454 | CYOtherRevenueAmt |
| PY Total Revenue | $21,227,060 | PYTotalRevenueAmt |
| CY Total Revenue | $27,941,301 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,337,085 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,767,560 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,868,251 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,216,958 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,620 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $62,680 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $699,153 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,302,188 | PYOtherExpensesAmt |
| CY Other Expenses | $6,929,905 | CYOtherExpensesAmt |
| PY Total Expenses | $20,568,144 | PYTotalExpensesAmt |
| CY Total Expenses | $18,977,103 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $658,916 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,964,198 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $138,810,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,710,824 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,308,139 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,506,856 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $136,502,680 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $120,203,968 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION IS TO BUILD HEALTH EQUITY IN SILICON VALLEY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,464,204 | ExpenseAmt |
| Grant | $240,380 | GrantAmt |
| Revenue | $162,509 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,329,843 | ExpenseAmt |
| Grant | $2,924,039 | GrantAmt |
| Revenue | $171,243 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,839,188 | ExpenseAmt |
| Grant | $1,603,142 | GrantAmt |
| Revenue | $1,091,781 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,633,235 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 115 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 132 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085138700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 ALMADEN EXPWY SUITE 10 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID NEIGHBORS CPA MST | ||||||||
| CHAIR (THRU 06/22) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOANN ZIMMERMAN RN | ||||||||
| VICE CHAIR (THRU 06/22) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EMILY LAM MPP | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANALILIA GARCIA DRPH MPH | ||||||||
| BOARD MEMBER (THRU 06/22) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM HEERWAGEN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG HENDERSON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMILLE LLANES-FONTANILLA MPA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN RAVEL | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD REGINELLI | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EFREN ROSAS MD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG STEPHENS PHD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN DUBIN | ||||||||
| BOARD MEMBER (AS OF 09/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA YARDBROUGH-GAUTHIER | ||||||||
| BOARD MEMBER (AS OF 09/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID O'REILLY | ||||||||
| BOARD MEMBER (AS OF 09/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT ROBLEDO | ||||||||
| BOARD MEMBER (AS OF 12/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| UJJAL KOHLI | ||||||||
| BOARD MEMBER (THRU 09/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RITA NGUYEN MD | ||||||||
| BOARD MEMBER (THRU 09/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE LEW | ||||||||
| CEO | 40.00 | Yes (X) | $325,578 | $0 | $41,426 | |||
| AMY CHAN | ||||||||
| CAO | 40.00 | Yes (X) | $210,069 | $0 | $23,020 | |||
| KELLY CHAU | ||||||||
| SR. VP OF PROGRMS | 40.00 | $173,441 | $0 | $10,379 | Yes (X) | |||
| CARLENE SCHMIDT | ||||||||
| DIR. OF DEVELOPMENT | 40.00 | $132,522 | $0 | $23,473 | Yes (X) | |||
| JORGE WONG | ||||||||
| DIR. OF HOUSING SERVICES | 40.00 | $135,878 | $0 | $19,255 | Yes (X) | |||
| ELISA KOFF-GINSBORG | ||||||||
| EXECUTIVE DIRECTOR ASSOCIATE OF MENTAL HEALTH | 40.00 | $138,138 | $0 | $4,588 | Yes (X) | |||
| MATTHEW VANDERWERF | ||||||||
| DIRECTOR OF HR | 40.00 | $122,836 | $0 | $18,972 | Yes (X) | |||
| MARIA GARCIA | ||||||||
| PROG. OFFICER, GRANTS | 40.00 | $123,431 | $0 | $11,013 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,361,893 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $152,126 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PARADOX TECHNOLOGY | |||||
| 47000 WARM SPRINGS BLVD | FREMONT | CA | 94539 | IT SUPPORT | $311,311 |
| HEALTHIER KIDS FOUNDATION | |||||
| 4040 MOORPARK AVE SUITE 100 | SAN JOSE | CA | 95117 | SUBCONTRACTOR FOR ORAL HEALTH EDUCATION | $162,257 |
| 10TH AVENUE CONSULTING LLC | |||||
| 158 LAKE HAVEN LN | NORMANDY | TN | 37360 | SALESFORCE CONSULTING | $108,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $233,763 | MembershipDuesAmt |
| Fundraising | $235,774 | FundraisingAmt |
| Government Grants | $8,339,310 | GovernmentGrantsAmt |
| All Other Contributions | $4,315,904 | AllOtherContributionsAmt |
| Noncash Contributions | $886,325 | NoncashContributionsAmt |
| Total Contributions | $13,124,751 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH TRUST PROGRAMS | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $1,425,533 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,425,533 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,425,533 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,968,136 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$35,566 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,003,702 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $600,253 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $250,616 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $349,637 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $349,637 | TotalRevenueColumnAmt |
| Exclusion | $349,637 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,306,346 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,192,919 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,113,427 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,113,427 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $29,576 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,083,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $235,774 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $43,683 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,683 | TotalRevenueColumnAmt |
| Exclusion | -$43,683 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,500 | TotalRevenueColumnAmt |
| Exclusion | $3,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,941,301 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,425,533 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$5,990 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,397,007 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,919,752 | TotalAmt |
| Program Services | $3,919,752 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,808 | TotalAmt |
| Program Services | $847,808 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,680 | TotalAmt |
| Program Services | $241,703 | ProgramServicesAmt |
| Management And General | $492,512 | ManagementAndGeneralAmt |
| Fundraising | $65,465 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,397,191 | TotalAmt |
| Program Services | $3,858,770 | ProgramServicesAmt |
| Management And General | $268,719 | ManagementAndGeneralAmt |
| Fundraising | $269,702 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,609 | TotalAmt |
| Program Services | $119,103 | ProgramServicesAmt |
| Management And General | $17,219 | ManagementAndGeneralAmt |
| Fundraising | $8,287 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,446,111 | TotalAmt |
| Program Services | $1,166,428 | ProgramServicesAmt |
| Management And General | $159,738 | ManagementAndGeneralAmt |
| Fundraising | $119,945 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,367 | TotalAmt |
| Program Services | $353,496 | ProgramServicesAmt |
| Management And General | $49,595 | ManagementAndGeneralAmt |
| Fundraising | $26,276 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,692 | TotalAmt |
| Program Services | $245 | ProgramServicesAmt |
| Management And General | $20,447 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,060 | TotalAmt |
| Management And General | $579,060 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,865 | TotalAmt |
| Program Services | $4,800 | ProgramServicesAmt |
| Management And General | $24,065 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,680 | TotalAmt |
| Fundraising | $62,680 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,948 | TotalAmt |
| Management And General | $491,948 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,977 | TotalAmt |
| Program Services | $78,490 | ProgramServicesAmt |
| Management And General | $19,289 | ManagementAndGeneralAmt |
| Fundraising | $198 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,071 | TotalAmt |
| Program Services | $162,267 | ProgramServicesAmt |
| Management And General | $64,888 | ManagementAndGeneralAmt |
| Fundraising | $96,916 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,623 | TotalAmt |
| Program Services | $339,356 | ProgramServicesAmt |
| Management And General | $58,626 | ManagementAndGeneralAmt |
| Fundraising | $13,641 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,435 | TotalAmt |
| Program Services | $60,971 | ProgramServicesAmt |
| Management And General | $396 | ManagementAndGeneralAmt |
| Fundraising | $68 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,931 | TotalAmt |
| Program Services | $21,839 | ProgramServicesAmt |
| Management And General | $3,551 | ManagementAndGeneralAmt |
| Fundraising | $1,541 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,727 | TotalAmt |
| Program Services | $70,354 | ProgramServicesAmt |
| Management And General | $82,010 | ManagementAndGeneralAmt |
| Fundraising | $7,363 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,458 | TotalAmt |
| Program Services | $73,113 | ProgramServicesAmt |
| Management And General | $65,986 | ManagementAndGeneralAmt |
| Fundraising | $4,359 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCHASED SERVICES | $4,470,726 | $4,276,677 | $182,687 | $11,362 |
| OTHER MISC EXPENSES | $88,147 | $28,090 | $50,616 | $9,441 |
| DUES AND SUBSCRIPTIONS | $25,245 | $9,973 | $13,363 | $1,909 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,977,103 | TotalAmt |
| Program Services | $15,633,235 | ProgramServicesAmt |
| Management And General | $2,644,715 | ManagementAndGeneralAmt |
| Fundraising | $699,153 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,803 | BOYAmt |
| EOY | $189,286 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,820,356 | BOYAmt |
| EOY | $1,799,261 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,684 | BOYAmt |
| EOY | $301,482 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,016,745 | BOYAmt |
| EOY | $2,397,506 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,464 | BOYAmt |
| EOY | $274,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,554,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,908,852 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,623,309 | BOYAmt |
| EOY | $4,645,198 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,859,364 | BOYAmt |
| EOY | $74,075,025 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,954,879 | BOYAmt |
| EOY | $37,980,567 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,215 | BOYAmt |
| EOY | $43,215 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,810,819 | BOYAmt |
| EOY | $121,710,824 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,508,139 | BOYAmt |
| EOY | $1,403,499 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $83,357 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,308,139 | BOYAmt |
| EOY | $1,506,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,425,837 | BOYAmt |
| EOY | $114,723,278 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,076,843 | BOYAmt |
| EOY | $5,480,690 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,502,680 | BOYAmt |
| EOY | $120,203,968 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,810,819 | BOYAmt |
| EOY | $121,710,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,964,198 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$25,262,910 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,437,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,399,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,046,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,870,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,124,751 | CurrentTaxYearAmt |
| Total | $77,879,003 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $339,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $488,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $604,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $492,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,425,533 | CurrentTaxYearAmt |
| Total | $3,351,315 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,776,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,888,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,651,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,363,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,550,284 | CurrentTaxYearAmt |
| Total | $81,230,318 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $81,230,318 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,801,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,401,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,908,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,749,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,568,389 | CurrentTaxYearAmt |
| Total | $31,429,638 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,801,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,401,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,908,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,749,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,568,389 | CurrentTaxYearAmt |
| Total | $31,429,638 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $3,500 | CurrentTaxYearAmt |
| Total | $83,848 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,650,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,296,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,561,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,113,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,122,173 | CurrentTaxYearAmt |
| Total | $112,743,804 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.72050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.79210 | PublicSupportPY509Pct |
| Investment Income CY | 0.27880 | InvestmentIncomeCYPct |
| Investment Income PY | 0.20680 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,550 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,550 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,949,553 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,977,103 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $31,347 | CurrentYearMinus3Amt |
| Current Year Minus2 | $50,825 | CurrentYearMinus2Amt |
| Current Year Minus1 | $85,473 | CurrentYearMinus1Amt |
| Current Year | $27,550 | CurrentYearAmt |
| Total | $195,195 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $30,230 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,040 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,455 | CurrentYearMinus1Amt |
| Total | $34,725 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $398,720 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$38,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,584 | OtherExpendituresAmt |
| End Year Balance | $360,004 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,114 | BeginningYearBalanceAmt |
| Contributions | $51,000 | ContributionsAmt |
| Investment Earnings Or Losses | $81,963 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,357 | OtherExpendituresAmt |
| End Year Balance | $398,720 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $265,440 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,674 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $267,114 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $255,506 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,934 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $265,440 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $238,863 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,643 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $255,506 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62080 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37920 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,350,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,350,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,149,436 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,291,905 | DepreciationAmt |
| Book Value | $1,857,531 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $917,377 | OtherCostOrOtherBasisAmt |
| Depreciation | $872,075 | DepreciationAmt |
| Book Value | $45,302 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,137,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $744,872 | DepreciationAmt |
| Book Value | $392,365 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,645,198 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REIT EQUITIES - MCMORGAN | $1,894,199 | F |
| VENTURE CAPITAL FUNDS AND LIMITED PARTNERSHIPS | $1,224,366 | F |
| SEI GPA IV | $6,115,302 | F |
| SEI ENERGY DEBT | $3,715,763 | F |
| SEI HEDGE FD | $18,232,546 | F |
| SEI GLOBAL PRIVATE ASSETS V | $648,391 | F |
| SEI CORE | $6,150,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,980,567 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE | Desc |
| Amt | $83,357 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $83,357 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS (BOOK VALUE) | TypeOfActivitiesConductedTxt |
| Specific Services Provided | SEI HEDGE FUND AND LEGACY VENTURE. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $19,347,786 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $19,347,786 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $19,347,786 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTMAN MASKA NEILL & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW SUITE 301 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL SOLICITATION MAILINGS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $488,872 | GrossReceiptsAmt |
| Retained By Contractor | $48,200 | RetainedByContractorAmt |
| Net To Organization | $440,672 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $488,872 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $48,200 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $440,672 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 25TH ANNIVERSARY VIRTUAL EVENT | Event1Nm |
| Gross Receipts Event1 | $235,774 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $235,774 | CharitableContriEvent1Amt |
| Entertainment Event1 | $16,010 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,673 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $235,774 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $235,774 | CharitableContributionsTotAmt |
| Entertainment Total Events | $16,010 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,673 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $43,683 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$43,683 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 1440 FOUNDATION | ||||||||
| 800 BETHANY DR | SCOTTS VALLEY | CA | 95066 | 770456449 | 501C3 | $55,000 | $0 | SEE PART IV |
| AFRICAN AMERICAN COMMUNITY SERVICES AGENCY | ||||||||
| 304 N 6TH STREET | SAN JOSE | CA | 951125266 | 942494728 | 501C3 | $249,828 | $0 | SEE PART IV |
| AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT | ||||||||
| 1897 ALUM ROCK AVE SUITE 35 | SAN JOSE | CA | 95116 | 770555838 | 501C3 | $204,256 | $0 | SEE PART IV |
| BAY AREA COMMUNITY HEALTH | ||||||||
| 40910 FREMONT BLVD | FREMONT | CA | 945384375 | 237255435 | 501C3 | $170,000 | $0 | SEE PART IV |
| COMMUNITY FOOD BANK OF SAN BENITO COUNTY | ||||||||
| 1133 SAN FELIPE ROAD | HOLLISTER | CA | 95023 | 770306871 | 501C3 | $150,000 | $0 | SEE PART IV |
| COMMUNITY HEALTH PARTNERSHIP | ||||||||
| 408 N CAPITOL AVE | SAN JOSE | CA | 95133 | 770352645 | 501C3 | $115,000 | $0 | SEE PART IV |
| GUADALUPE RIVER PARK CONSERVANCY | ||||||||
| 438 COLEMAN AVE | SAN JOSE | CA | 95110 | 770166797 | 501C3 | $61,000 | $0 | SEE PART IV |
| LATINA COALITION OF SILICON VALLEY | ||||||||
| 1346 THE ALAMEDA STE 7-293 | SAN JOSE | CA | 95126 | 010799235 | 501C3 | $62,500 | $0 | SEE PART IV |
| LATINAS CONTRA CANCER | ||||||||
| 255 N MARKET STREET SUITE 175 | SAN JOSE | CA | 95110 | 562412069 | 501C3 | $60,000 | $0 | SEE PART IV |
| MARTHA'S KITCHEN | ||||||||
| 311 WILLOW STREET | SAN JOSE | CA | 95110 | 912091094 | 501C3 | $50,000 | $0 | SEE PART IV |
| NKR CONSULTING | ||||||||
| 1162 RIBIER COURT | SUNNYVALE | CA | 94087 | OTHER | $10,000 | $0 | SEE PART IV | |
| NOTRE DAME HIGH SCHOOL SAN JOSE | ||||||||
| 596 S 2ND STREET | SAN JOSE | CA | 95112 | 941275235 | 501C3 | $148,780 | $0 | SEE PART IV |
| PARENTS HELPING PARENTS INC | ||||||||
| 1400 PARKMOOR AVE STE 100 | SAN JOSE | CA | 95126 | 942814246 | 501C3 | $150,000 | $0 | SEE PART IV |
| RAVENSWOOD FAMILY HEALTH NETWORK | ||||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 94303 | 943372130 | 501C3 | $202,500 | $0 | SEE PART IV |
| ROOTS COMMUNITY HEALTH CENTER SOUTH BAY | ||||||||
| 9925 INTERNATIONAL BLVD STE 5 | OAKLAND | CA | 946032558 | 262583954 | 501C3 | $125,800 | $0 | SEE PART IV |
| SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT | ||||||||
| 976 LENZEN AVENUE 21D FL | SAN JOSE | CA | 95126 | 946000533 | GOV | $644,757 | $0 | SEE PART IV |
| SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY | ||||||||
| 6840 VIA DEL ORO STE 210 | SAN JOSE | CA | 951191372 | 770031679 | 501C3 | $125,000 | $0 | SEE PART IV |
| SCHOOL OF ARTS AND CULTURE AT MEXICAN HERITAGE PLAZA | ||||||||
| 1700 ALUM ROCK AVENUE | SAN JOSE | CA | 95116 | 800714882 | 501C3 | $118,000 | $0 | SEE PART IV |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 W EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | 205205488 | 501C3 | $175,000 | $0 | SEE PART IV |
| SUN STREET CENTERS | ||||||||
| 11 PEACH DR | SALINAS | CA | 939013710 | 946138701 | 501C3 | $75,000 | $0 | SEE PART IV |
| VALLEY MEDICAL CENTER FOUNDATION | ||||||||
| 2400 CLOVE DR | SAN JOSE | CA | 95128 | 770187890 | 501C3 | $57,500 | $0 | SEE PART IV |
| VALLEY VERDE | ||||||||
| 376 W VIRGINIA ST | SAN JOSE | CA | 951251522 | 453084814 | 501C3 | $88,000 | $0 | SEE PART IV |
| VEGGIELUTION | ||||||||
| 647 S KING RD | SAN JOSE | CA | 951163557 | 272021333 | 501C3 | $229,555 | $0 | SEE PART IV |
| WEST VALLEY COMMUNITY SERVICES | ||||||||
| 10104 VISTA DR | CUPERTINO | CA | 950142253 | 942211685 | 501C3 | $147,500 | $0 | SEE PART IV |
| WORKING PARTNERSHIPS USA | ||||||||
| 2102 ALMADEN RD STE 112 | SAN JOSE | CA | 951252130 | 770387535 | 501C3 | $52,500 | $0 | SEE PART IV |
| YMCA SILICON VALLEY | ||||||||
| 80 SARATOGA AVE | SANTA CLARA | CA | 95051 | 941156318 | 501C3 | $137,081 | $0 | SEE PART IV |
| YOUTH ALLIANCE | ||||||||
| 310 FOURTH ST STE 101 | HOLLISTER | CA | 95023 | 770377245 | 501C3 | $200,000 | $0 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 26 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | DONATED FOOD | GrantTypeTxt |
| Recipient | 5742 | RecipientCnt |
| Non Cash Assistance | $847,808 | NonCashAssistanceAmt |
| Valuation Method Used | FMV FROM IN-KIND DONATION | ValuationMethodUsedDesc |
| Non Cash Assistance | FOOD BASKET, FAMILY RESOURCE CENTER, MOBILE FOOD | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ALL APPLICANTS MUST SUBMIT GRANT REQUESTS THROUGH OUR GIFTS ONLINE PORTAL. OUR PORTAL HAS A TAX VERIFICATION AND WATCH LIST FEATURE. WE CONDUCT DUE DILIGENCE BY VERIFYING BOTH THE TAX STATUS AND WATCH LIST STATUS FOR ALL GRANT REQUESTS. DURING THE LIFE OF A GRANT, STAFF MONITORS THE GRANT REGULARLY. GRANTEES ARE REQUIRED TO PARTICIPATE IN A SITE VISIT AND/OR CALL AND SUBMIT A PROJECT BUDGET REPORT (ALL AT THE MID-POINT OF THE GRANT). DURING OUR CHECK-IN, WE INQUIRE ABOUT THE STATUS OF THE GRANT, PROJECT GOALS AND OUTCOMES. WE ALSO INQUIRE ABOUT THE STATUS OF THE BUDGET, CONFIRMING THAT FUNDS ARE BEING SPENT DOWN ACCORDINGLY AND WITHIN THE PROJECTED TIMEFRAME. AS NOTED IN OUR GRANT CONTRACT, GRANTEES CAN MAKE LINE ITEM MODIFICATIONS AS LONG AS IT DOES NOT EXCEED 10% OF ANY LINE ITEM. IN THE EVENT THAT NEW LINE ITEMS NEED TO BE INCLUDED OR CHANGES EXCEED THE APPROVED 10%, GRANTEES MUST SUBMIT A BUDGET REVISION TEMPLATE, WITH A JUSTIFICATION OF THE PROPOSED BUDGET CHANGES AND ANY IMPACT THIS CHANGE WILL HAVE ON THE GRANT. BUDGET MODIFICATIONS ARE REVIEWED AND APPROVED BY STAFF. AT THE END OF THE GRANT PERIOD, ALL GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT, BOTH NARRATIVE AND BUDGET REPORT TO CONFIRM THAT ALL FUNDS WERE SPENT ACCORDINGLY. GRANTEES MUST RETURN ANY UNSPENT GRANT FUNDS TO THE HEALTH TRUST. |
| SCHEDULE I PART II COLUMN (H) - 1/2 | THE HEALTH TRUST AWARDED A TOTAL OF $3,919,752 IN GRANTS IN FISCAL YEAR 2022. THE HEALTH TRUST AWARDED 26 HEALTH PARTNERSHIP GRANTS TOTALING $3,713,857 AND 41 GOOD SAMARITAN GRANTS TOTALING $74,995. IN ADDITION, THE HEALTH TRUST MANAGED ONE PASS-THROUGH GRANT, TOTALING $130, 900. THERE WERE OTHER REDUCTIONS TOTALING $105,374.93 DUE TO RETURNED UNSPENT GRANT FUNDS. HEALTH PARTNERSHIP GRANTS ARE MADE FOR MEDICALLY-RELATED PURPOSES THROUGH OUR HOSPITAL SPONSOR, SANTA CLARA VALLEY HEALTH & HOSPITAL SYSTEM. GOOD SAMARITAN GRANTS SUPPORT COMMUNITY EVENTS AND PROJECTS SUCH AS HEALTH FAIRS, SPONSORED WALKS, OR COMMUNITY CONVENINGS THAT ADVANCE HEALTH EQUITY. THE HEALTH TRUST MAKES GRANTS TO NONPROFIT ORGANIZATIONS AND PUBLIC AGENCIES FOR PROJECTS THAT DIRECTLY BENEFIT RESIDENTS OF SANTA CLARA AND NORTHERN SAN BENITO COUNTIES AND THAT SUPPORT OUR MISSION TO ADVANCE HEALTH EQUITY. HEALTH PARTNERSHIP GRANTS 1440 FOUNDATION - $55,000 OVER 11 MONTHS TO PILOT HEALING OUR NON-PROFIT LEADERS, A PROGRAM DESIGNED TO PROVIDE NONPROFIT LEADERS AND STAFF THE OPPORTUNITY TO RECOVER FROM THE STRESSES AND CHALLENGES BROUGHT BY COVID-19 AND RACIAL RECKONING. AFRICAN AMERICAN COMMUNITY SERVICE AGENCY - $249,828 OVER 12 MONTHS TO SUPPORT YEAR 2 OF AACSA'S POLICY ADVOCACY PROGRAM AND COVID-19 RECOVERY EFFORTS. AMIGOS DE GUADALUPE CENTER FOR JUSTICE & EMPOWERMENT - $204,256 OVER 18 MONTHS TO BUILD A STRONG ORGANIZATIONAL FOUNDATION IN THE MIDST OF SIGNIFICANT GROWTH IN ORDER TO CONTINUE TO BE A HIGH-PERFORMING ORGANIZATION SERVING THE IMMIGRANT COMMUNITY OF EAST SAN JOSE BAY AREA COMMUNITY HEALTH - $170,000 OVER 12 MONTHS TO ESTABLISH A COMPREHENSIVE HIV PROGRAM IN SANTA CLARA COUNTY THAT WILL SERVE SANTA CLARA COUNTY RESIDENTS LIVING WITH OR AT-RISK OF HIV. COMMUNITY FOOD BANK OF SAN BENITO COUNTY - $150,000 OVER 12 MONTHS TO REMOVE BARRIERS TO FOOD ACCESS FOR LOW-INCOME RESIDENTS IN SAN BENITO COUNTY BY STABILIZING AND STRENGTHENING THE OPERATIONS OF THE COMMUNITY FOOD BANK. COMMUNITY HEALTH PARTNERSHIP - $115,000 OVER 18 MONTHS TO IDENTIFY A SHARED SET OF 10-15 HEALTH EQUITY-BASED METRICS THAT LOCAL COMMUNITY ORGANIZATIONS WILL JOINTLY TRACK TO IMPROVE HEALTH OUTCOMES FOR SANTA CLARA COUNTY RESIDENTS. GUADALUPE RIVER PARK CONSERVANCY - $60,000 OVER 18 MONTHS TO IDENTIFY AND DEVELOP STRATEGIC SKILLSETS AND CIVIC RELATIONSHIPS THAT WOULD POSITION THE GUADALUPE RIVER PARK CONSERVANCY TO CHAMPION AND SUSTAIN LONG-TERM HEALTH EQUITY BENEFITS AND PROMOTE NEIGHBORHOOD DEVELOPMENT THROUGH PARKS. LATINA COALITION OF SILICON VALLEY - $60,000 OVER 18 MONTHS TO SUPPORT LATINA COALITION OF SILICON VALLEY IN ITS ONGOING PROVISION OF PROGRAMS THAT STRENGTHEN THE POWER OF LATINAS IN THE COMMUNITY TO ADVANCE THEIR COLLECTIVE SUCCESS AND HEALTH AND WELLBEING THROUGH SISTERHOOD, LEADERSHIP, AND CIVIC ENGAGEMENT. LATINAS CONTRA CANCER - $60,000 OVER 18 MONTHS TO DECREASE HEALTH DISPARITIES AMONG THE LATINX POPULATION IN SANTA CLARA COUNTY. MARTHA'S KITCHEN - $50,000 OVER 3 MONTHS TO CONTINUE PROVIDING HIGH QUALITY NUTRITIOUS MEALS AND GROCERIES IN SAN BENITO COUNTY. NOTRE DAME HIGH SCHOOL SAN JOSE - $148,780 OVER 14 MONTHS TO ADDRESS FOOD INSECURITY FOR NOTRE DAME STUDENTS WHO ARE AT, OR BELOW, THE POVERTY LEVEL. PARENTS HELPING PARENTS, INC - $150,000 OVER 12 MONTHS TO PROVIDE IN-PERSON SERVICES TARGETING THE UNDERSERVED DISABILITY COMMUNITY BY OPENING SATELLITE SITES IN EAST SAN JOSE AND GILROY. RAVENSWOOD FAMILY HEALTH NETWORK - $202,500 OVER 12 MONTHS TO INCREASE ACCESS TO OPTOMETRY SERVICES FOR OUR PATIENTS WITH DIABETES, ENHANCING THEIR DISEASE MANAGEMENT AND PREVENTING UNNECESSARY ADVERSE HEALTH EFFECTS AT MAYVIEW CLINIC'S NEW OPTOMETRY DEPARTMENT. ROOTS COMMUNITY HEALTH CENTER - $125,000 OVER 12 MONTHS TO DESTIGMATIZE AND REBRAND MENTAL HEALTH WITHIN THE COMMUNITIES WE SERVE, WHILE FOSTERING HEALTHIER BELIEFS, ATTITUDES, AND DECISION MAKING AROUND BEHAVIORAL HEALTH AT THE INDIVIDUAL, COMMUNITY, AND ORGANIZATIONAL LEVELS. SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT - $513,857 OVER 30 MONTHS TO INCREASE ACCESS TO FLUORIDATED WATER TO RESIDENTS IN SANTA CLARA COUNTY SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY - $125,000 OVER 12 MONTHS TO IMPROVE ACCESS TO INTEGRATED BEHAVIORAL HEALTHCARE SERVICES BY ACCOMPLISHING THE FOLLOWING: 1) STRENGTHENING PRACTICE SYSTEM IMPROVEMENTS TO IMPROVE COORDINATION BETWEEN NEWLY INTEGRATED PHYSICAL AND BEHAVIORAL HEALTHCARE PROVIDERS, AND 2) EXPANDING BEHAVIORAL HEALTH SERVICES THROUGH INCREASED BEHAVIORAL HEALTH STAFFING. SCHOOL OF ARTS AND CULTURE AT MEXICAN HERITAGE PLAZA - $115,000 OVER 15 MONTHS TO IMPLEMENT THE SCHOOL'S PROGRAM EXPANSION TO ADDRESS SOCIAL, ECONOMIC, AND PUBLIC HEALTH DISPARITIES. SILICON VALLEY COMMUNITY FOUNDATION - $175,000 OVER 12 MONTHS TO SUPPORT SVCF'S COMMUNITY CATALYST FUND HEALTH GRANTMAKING ROUND. SUN STREET CENTERS - $75,000 OVER 17 MONTHS TO ENSURE THAT WOMEN IN SUN STREET CENTERS' SUBSTANCE USE DISORDER PROGRAM IN HOLLISTER RECEIVE MENTAL HEALTH SUPPORT WHILE IN THE PROGRAM, AND UPON DISCHARGE ARE REFERRED TO LOCAL CONTINUED SUPPORT, AS NEEDED, TO ATTAIN LONG-TERM HEALTH GOALS. VALLEY MEDICAL CENTER FOUNDATION - $55,000 OVER 12 MONTHS TO STRENGTHEN THE EAST SAN JOSE PEACE PARTNERSHIP'S INFRASTRUCTURE TO BUILD LONG-TERM FINANCIAL SUSTAINABILITY, IN ORDER TO ADVANCE THE PARTNERSHIP'S CAPACITY TO ADVANCE COLLECTIVE IMPACT STRATEGIES AROUND VIOLENCE PREVENTION, COMMUNITY HEALING, RACIAL HEALTH EQUITY, AND ECONOMIC RESILIENCE. VALLEY VERDE - $88,000 OVER 19 MONTHS TO INCREASE ACCESS TO HEALTHY, ORGANIC, AND CULTURALLY PREFERRED PRODUCE FOR LOW-INCOME FAMILIES IN SANTA CLARA COUNTY. VEGGIELUTION - $229,555 OVER 18 MONTHS TO STRENGTHEN AGENCY CAPACITY AND INFRASTRUCTURE TO SUPPORT VEGGIELUTION'S MISSION OF CONNECTING PEOPLE FROM DIVERSE BACKGROUNDS THROUGH FOOD AND FARMING TO BUILD COMMUNITY IN SAN JOS. WEST VALLEY COMMUNITY SERVICES - $147,500 OVER 7 MONTHS TO PROVIDE MENTAL HEALTH SUPPORT TO WEST VALLEY COMMUNITY SERVICES (WVCS) CLIENTS TO DEVELOP TOOLS TO MANAGE STRESS, ANXIETY, AND DEPRESSION, AND SUPPORT LONG-TERM HOUSEHOLD STABILITY AND SELF-SUFFICIENCY; AND TO PROVIDE VICARIOUS TRAUMA AND/OR PSYCHOLOGICAL FIRST AID TRAINING TO WVCS EMPLOYEES. WORKING PARTNERSHIPS - $52,500 OVER 9 MONTHS TO CREATE AFFORDABLE HOUSING OPPORTUNITIES WITH SUPPORTIVE SERVICES ON TWO NEW SITES FOR PEOPLE WHO REQUIRE LONG-TERM SUPPORTS & SERVICES AND TO ADDRESS SYSTEM FLAWS AND POLICY GAPS THAT IMPEDE THE PROVISION OF ADDITIONAL HOUSING OPTIONS AND RELATED SERVICES. YMCA SILICON VALLEY - $137,081 OVER 12 MONTHS TO EDUCATE AND SUPPORT THE COMMUNITY IN THE PREVENTION OF TYPE 2 DIABETES BY EXPANDING OUTREACH AND STRENGTHENING THE DIABETES PREVENTION PROGRAM (DPP) REFERRAL PARTNERSHIPS, AS WELL AS ADDRESSING FOOD INSECURITY FOR AT-RISK INDIVIDUALS BY CONNECTING THEM TO HEALTHY FOOD PROGRAMS AND RESOURCES. YOUTH ALLIANCE - $200,000 OVER 15 MONTHS TO PROVIDE CORE SUPPORT TO CONTINUE TO INVEST IN YOUTH ALLIANCE'S CAPACITY TO MEET IMMEDIATE NEEDS AND IMPROVE THE HEALTH, WELLNESS, AND EDUCATION OUTCOMES FOR YOUTH AND FAMILIES MOST IMPACTED BY THE PROLONGED PANDEMIC IN SAN BENITO COUNTY. GOOD SAMARITAN GRANTS ASSOCIATION OF FUNDRAISING PROFESSIONALS SILICON VALLEY - $1,525 2022 IDEA FELLOWSHIP CITY OF SAN JOSE - OFFICE OF COUNCILMEMBER DEV DAVIS - $2,500 BLUE ZONES PROJECT THROUGH AUGUST 2022 CALIFORNIA PARKS AND RECREACTION SOCIETY, DISTRICT 4 - $1,000 11TH ANNUAL CAREGIVERS COUNT CONFERENCE ON SEPTEMBER 11, 2021 CHICANA LATINA FOUNDATION - $2,500 VIRTUAL ANNUAL AWARDS DINNER ON JANUARY 14, 2022 CHILDREN'S DISCOVERY MUSEUM - $2,500 COVID-19 CHILDREN'S VACCINATION STATION ON DECEMBER 4, 2021 EAST SIDE EDUCATION FOUNDATION - $2,500 HALL OF FAME DINNER ON NOVEMBER 13, 2021 ELEVATE COMMUNITY CENTER - $1,000 DOMESTIC VIOLENCE/FAMILY LAW LEGAL CLINIC ON JANUARY 22, 2022 GARDEN TO TABLE SILICON VALLEY - $2,000 GARDEN TO TABLE SILICON VALLEY/RECOVERY CAF SEED TO TABLE CLASS ON FEBRUARY 11, 2022 GIRL SCOUTS OF NORTHERN CALIFORNIA - $500 HONORING GIRL SCOUT HEROES: A CELEBRATION OF COURAGEOUS LEADERSHIP ON SEPTEMBER 23, 2021 GUADALUPE RIVER PARK CONSERVANCY - $1,000 PUMPKINS IN THE PARK ON OCTOBER 9, 2021 HISPANIC FOUNDATION SILICON VALLEY - $2,500 HISPANIC FOUNDATION SILICON VALLEY ON OCTOBER 16, 2021 HOMEFIRST - $2,500 IN FROM THE COLD - HOPE FOR HOME EVENT ON NOVEMBER 6, 2021 HUNGER AT HOME - $300 BRIDGE THE GAP GALA - OUTDOOR EVENT ON SEPTEMBER 18, 2021 JW HOUSE - $1,000 CELEBRATION OF HOPE OF APRIL 21, 2022 LATINA COALITION SILICON VALLEY - $2,500 SISTERHOOD BRUNCH ON NOVEMBER 14, 2021 MID-PENINSULA COMMUNITY MEDIA CENTER - $2,500 PSA DAY FOR FOOD ACCESS NONPROFITS ON APRIL 29, 2022 MOMENTUM FOR MENTAL HEALTH - $2,000 SHINING STARS EVENT ON OCTOBER 10, 2021 MOSAIC AMERICA - $2,500 MOSAIC FESTIVAL SILICON VALLEY - HEALING GARDEN PROJECT ON SEPTEMBER 25, 2021 |
| SCHEDULE I PART II COLUMN (H) - 2/2 | NKR CONSULTING - $10,000 ORGANIZATIONAL EFFECTIVENESS FOR SAN JOSE BRIDGE COMMUNITIES NARIKA - $1,000 NARIKA ANNUAL GALA SPONSORSHIP SUPPORTING SURVIVORS OF DOMESTIC VIOLENCE ON SEPTEMBER 19, 202 NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE - $2,500 LIGHT UP THE NIGHT: 50TH ANNIVERSARY CELEBRATION ON OCTOBER 16, 2021 NORTH EAST MEDICAL SERVICES - $455 GIVE IN MAY - AAPI HERITAGE MONTH CAMPAIGN IN MAY 2022 NO TIME TO WASTE - $2,000 7/150 FEED THE NEED THROUGH DECEMBER 2022 ON LOK - $1,000 2022 SENIOR HEALTH POLICY FORUM ON FEBRUARY 2, 2022 PACT - $2,500 ANNUAL LEADERSHIP LUNCHEON ON NOVEMBER 3, 2021 RECOVERY CAF SAN JOSE - $2,000 CLOSING THE GAP 2022 ON MAY 6, 2022 ROOTS COMMUNITY HEALTH CLINIC, SOUTH BAY - $800 "A NIGHT IN WITH ROOTS" EVENT ON JULY 29, 2021 ROTACARE BAY AREA - $500 SPRING INTO MAGIC: MANY HEARTS, MANY HANDS ON MARCH 24, 2022 SACRED HEART COMMUNITY SERVICE - $2,250 RESILIENT FAMILIES: SAFE, SECURE, AND LOVED ON OCTOBER 15, 2021 SCHOOL OF ARTS AND CULTURE AT MEXICAN HERITAGE PLAZA - $2,500 TRES VINOS & AVENIDA DE ALTARES ON OCTOBER 31, 2021 SCHOOL OF ARTS AND CULTURE FOR EASTSIDE MAGAZINE - $500 EN MOVIMIENTO - EASTSIDE MAGAZINE FUNDRAISER/RELEASE PARTY ON APRIL 21, 2022 SILICON VALLEY COUNCIL OF NONPROFITS - $2,500 BE OUR GUEST EVENT ON OCTOBER 21, 2021 SILICON VALLEY COUNCIL OF NONPROFITS - $165 MEMBERSHIP DUES FOR SAN JOSE BRIDGE COMMUNITIES SOMOS MAYFAIR - $2,500 GRACIAS A LA VIDA ON MAY 26, 2022 SOVEREIGN ORDER OF MALTA WESTERN ASSOCIATION - $2,000 HYGIENE KIT DISTRIBUTION THROUGHOUT SANTA CLARA COUNTY STROKE AWARENESS FOUNDATION - $500 FIGHT STROKE WALK 2021 ON OCTOBER 10, 2021 SILICON VALLEY BICYCLE COALITION - $1,000 2022 BIKE TO WHEREVER DAY AND BIKE MONTH MAY 2022 SV@HOME - $1,000 AFFORDABLE HOUSING MONTH - MAY 2022 VALLEY MEDICAL CENTER FOUNDATION - $2,500 2ND ANNUAL TRIBUTE TO HEROES ON SEPTEMBER 25, 2021 YU-AI KAI - $500 YU-AI KAI'S 48TH ANNIVERSARY FUNDRAISER EVENT ON FEBRUARY 12, 2022 YMCA PROJECT CORNERSTONE - $1,500 PROJECT CORNERSTONE 2022 ASSET CHAMPIONS CELEBRATION ON MARCH 24, 2022 PASS-THROUGH GRANTS SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT - $130,900 FOR THE MCKINLEY FLUORIDATION PROJECT TO SUPPORT THE DESIGN, ENGINEER, AND CAPITAL COSTS TO CONSTRUCT THE FLUORIDE SYSTEM AT THE WELLSITE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELE LEW | ||||||||||||||
| CEO | $324,217 | $0 | $0 | $0 | $1,361 | $0 | $30,450 | $0 | $10,976 | $0 | $367,004 | $0 | $0 | $0 |
| AMY CHAN | ||||||||||||||
| CAO | $201,062 | $0 | $8,000 | $0 | $1,007 | $0 | $22,077 | $0 | $943 | $0 | $233,089 | $0 | $0 | $0 |
| KELLY CHAU | ||||||||||||||
| SR. VP OF PROGRMS | $167,087 | $0 | $6,000 | $0 | $354 | $0 | $9,541 | $0 | $838 | $0 | $183,820 | $0 | $0 | $0 |
| CARLENE SCHMIDT | ||||||||||||||
| DIR. OF DEVELOPMENT | $127,920 | $0 | $4,000 | $0 | $602 | $0 | $7,411 | $0 | $16,062 | $0 | $155,995 | $0 | $0 | $0 |
| JORGE WONG | ||||||||||||||
| DIR. OF HOUSING SERVICES | $131,429 | $0 | $4,000 | $0 | $449 | $0 | $7,608 | $0 | $11,647 | $0 | $155,133 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE HEALTH TRUST MAINTAINS A 457(F) DEFERRED COMPENSATION PLAN FOR SENIOR EXECUTIVES. CONTRIBUTIONS TO THE PLAN ARE DETERMINED BY THE BOARD OF TRUSTEES EACH YEAR AND SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. FOR THE YEAR ENDED JUNE 30, 2022, THE HEALTH TRUST DID NOT MAKE ANY CONTRIBUTIONS TO THE 457(F) PLAN. | ExplanationTxt |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $847,808 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | $1.92/LB FEEDING AMERICA | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | COMPUTER MONITORS | 1 | $25,200 | FMV |
| Yes (X) | FREEZER | 1 | $7,317 | FMV |
| Yes (X) | STORAGE CONTAINER | 1 | $5,400 | FMV |
| Yes (X) | PHONES | 1 | $600 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CAO AND BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A COPY OF CONFLICT OF INTEREST POLICY IS REVIEWED AND EXECUTED BY EACH DIRECTOR AND OFFICER UPON APPOINTMENT OR ELECTION, AND THEN ANNUALLY THEREAFTER. BY EXECUTING THE POLICY THE INDIVIDUAL ACKNOWLEDGES THE POLICY AND AGREES TO COMPLY WITH IT. THE EXECUTED ACKNOWLEDGEMENTS ARE RETAINED IN THE PRINCIPAL OFFICE OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO AND CAO IS REVIEWED BY THE BOARD IN CLOSED SESSION (NO STAFF PRESENT). THE HEALTH TRUST REGULARLY ENGAGES AN OUTSIDE COMPENSATION CONSULTANT TO ARRIVE AT REASONABLE COMPENSATION. THE OUTSIDE CONSULTANT REVIEWS COMPARABILITY DATA FROM COMPENSATION STUDIES AND OTHER SOURCES IN ARRIVING AT A RANGE OF REASONABLE COMPENSATION. THE BOARD REVIEWS THE REPORT AND DATA PROVIDED BY THE OUTSIDE CONSULTANT, TOGETHER WITH EVALUATING PERFORMANCE, AND THEN VOTES ON ANY COMPENSATION ADJUSTMENTS. THE MOST RECENT EXECUTIVE COMPENSATION ANALYSIS WAS COMPLETED IN SEPTEMBER 2018 THROUGH GALLAGHER BENEFITS SERVICES, INC. FOR THE CAO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE HEALTH TRUST'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 NEWBERRY DRIVE SUITE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454919178 | EIN |
| Primary Activities | ACCOUNTING SERVICE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $4,705,799 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $986,794 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| M | $489,960 | COST BASED CONTRACT |
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| Q | $136,555 | COST |
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| O | $24,648 | COST BASED CONTRACT |
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| F | $80,000 | REL. ORG. BOARD DECISION |
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