2023-03-22T23:47:35-05:00 2022-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2021-07-01 946050231 THE HEALTH TRUST HEAL 4085138700 3180 NEWBERRY DRIVE 200 SAN JOSE CA 95118 MICHELE LEW CHIEF EXECUTIVE OFFICER 4085138700 2023-03-15 1 MICHELE LEW 999009999 MATTHEW PETROSKI P00853132 4082006400 2023-03-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MICHELE LEW 3180 NEWBERRY DRIVE 200 SAN JOSE CA 95118 95428519 0 X WWW.HEALTHTRUST.ORG X 1996 CA TO BUILD HEALTH EQUITY IN SILICON VALLEY. 15 15 132 438 -5990 0 15870649 13124751 492723 1425533 4708034 13081563 155654 309454 21227060 27941301 4337085 4767560 0 0 7868251 7216958 60620 62680 699153 8302188 6929905 20568144 18977103 658916 8964198 138810819 121710824 2308139 1506856 136502680 120203968 X THE MISSION IS TO BUILD HEALTH EQUITY IN SILICON VALLEY. 0 0 4464204 240380 162509 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. 6329843 2924039 171243 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. 4839188 1603142 1091781 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. 15633235 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 115 0 1 132 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X FINANCIAL ADMINISTRATIVE SUPPORT SERVICES 4085138700 3315 ALMADEN EXPWY SUITE 10 SAN JOSE CA 95118 DAVID NEIGHBORS CPA MST CHAIR (THRU 06/22) 2.00 X X 0 0 0 JOANN ZIMMERMAN RN VICE CHAIR (THRU 06/22) 2.00 X X 0 0 0 EMILY LAM MPP SECRETARY 2.00 X X 0 0 0 ANALILIA GARCIA DRPH MPH BOARD MEMBER (THRU 06/22) 2.00 X 0 0 0 JIM HEERWAGEN BOARD MEMBER 2.00 X 0 0 0 GREG HENDERSON BOARD MEMBER 2.00 X 0 0 0 CAMILLE LLANES-FONTANILLA MPA BOARD MEMBER 2.00 X 0 0 0 ANN RAVEL BOARD MEMBER 2.00 X 0 0 0 EDWARD REGINELLI BOARD MEMBER 2.00 X 0 0 0 EFREN ROSAS MD BOARD MEMBER 2.00 X 0 0 0 CRAIG STEPHENS PHD BOARD MEMBER 2.00 X 0 0 0 BEN DUBIN BOARD MEMBER (AS OF 09/21) 2.00 X 0 0 0 LISA YARDBROUGH-GAUTHIER BOARD MEMBER (AS OF 09/21) 2.00 X 0 0 0 DAVID O'REILLY BOARD MEMBER (AS OF 09/21) 2.00 X 0 0 0 ROBERT ROBLEDO BOARD MEMBER (AS OF 12/21) 2.00 X 0 0 0 UJJAL KOHLI BOARD MEMBER (THRU 09/21) 2.00 X 0 0 0 RITA NGUYEN MD BOARD MEMBER (THRU 09/21) 2.00 X 0 0 0 MICHELE LEW CEO 40.00 X 325578 0 41426 AMY CHAN CAO 40.00 X 210069 0 23020 KELLY CHAU SR. VP OF PROGRMS 40.00 X 173441 0 10379 CARLENE SCHMIDT DIR. OF DEVELOPMENT 40.00 X 132522 0 23473 JORGE WONG DIR. OF HOUSING SERVICES 40.00 X 135878 0 19255 ELISA KOFF-GINSBORG EXECUTIVE DIRECTOR ASSOCIATE OF MENTAL HEALTH 40.00 X 138138 0 4588 MATTHEW VANDERWERF DIRECTOR OF HR 40.00 X 122836 0 18972 MARIA GARCIA PROG. OFFICER, GRANTS 40.00 X 123431 0 11013 1361893 0 152126 11 0 1 0 PARADOX TECHNOLOGY 47000 WARM SPRINGS BLVD FREMONT CA 94539 IT SUPPORT 311311 HEALTHIER KIDS FOUNDATION 4040 MOORPARK AVE SUITE 100 SAN JOSE CA 95117 SUBCONTRACTOR FOR ORAL HEALTH EDUCATION 162257 10TH AVENUE CONSULTING LLC 158 LAKE HAVEN LN NORMANDY TN 37360 SALESFORCE CONSULTING 108008 3 233763 235774 8339310 4315904 886325 13124751 HEALTH TRUST PROGRAMS 624100 1425533 1425533 1425533 10968136 -35566 11003702 600253 250616 349637 349637 349637 69306346 67192919 2113427 2113427 29576 2083851 0 235774 43683 -43683 -43683 MISCELLANEOUS REVENUE 900099 3500 3500 3500 27941301 1425533 -5990 13397007 3919752 3919752 847808 847808 799680 241703 492512 65465 4397191 3858770 268719 269702 144609 119103 17219 8287 1446111 1166428 159738 119945 429367 353496 49595 26276 20692 245 20447 579060 579060 28865 4800 24065 62680 62680 491948 491948 97977 78490 19289 198 324071 162267 64888 96916 411623 339356 58626 13641 61435 60971 396 68 26931 21839 3551 1541 159727 70354 82010 7363 143458 73113 65986 4359 PURCHASED SERVICES 4470726 4276677 182687 11362 OTHER MISC EXPENSES 88147 28090 50616 9441 DUES AND SUBSCRIPTIONS 25245 9973 13363 1909 18977103 15633235 2644715 699153 91803 189286 3820356 1799261 90684 301482 2016745 2397506 310464 274484 7554050 2908852 13623309 4645198 86859364 74075025 31954879 37980567 43215 43215 4800 138810819 121710824 1508139 1403499 800000 20000 0 83357 2308139 1506856 X 132425837 114723278 4076843 5480690 136502680 120203968 138810819 121710824 8964198 -25262910 0 X 0 1 X 1 1 1 X 15437035 14399695 19046873 15870649 13124751 77879003 339945 488844 604270 492723 1425533 3351315 15776980 14888539 19651143 16363372 14550284 81230318 0 0 0 81230318 4801295 6401962 4908144 3749848 11568389 31429638 4801295 6401962 4908144 3749848 11568389 31429638 71852 6496 2000 3500 83848 20650127 21296997 24561287 20113220 26122173 112743804 0.72050 0.79210 0.27880 0.20680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 27550 27550 18949553 18977103 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 31347 50825 85473 27550 195195 250000 250000 250000 250000 1000000 1500000 30230 1040 3455 34725 398720 1000 -38132 1584 360004 267114 51000 81963 1357 398720 265440 1674 267114 255506 9934 265440 238863 16643 255506 0.00000 0.62080 0.37920 0 0 2350000 2350000 3149436 1291905 1857531 917377 872075 45302 1137237 744872 392365 4645198 REIT EQUITIES - MCMORGAN 1894199 F VENTURE CAPITAL FUNDS AND LIMITED PARTNERSHIPS 1224366 F SEI GPA IV 6115302 F SEI ENERGY DEBT 3715763 F SEI HEDGE FD 18232546 F SEI GLOBAL PRIVATE ASSETS V 648391 F SEI CORE 6150000 F 37980567 CAPITAL LEASE 83357 83357 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS (BOOK VALUE) SEI HEDGE FUND AND LEGACY VENTURE. 19347786 0 0 0 0 0 0 19347786 0 19347786 1 0 1 0 0 0 PART III ACCOUNTING METHOD: X X X X X X X 1 LAUTMAN MASKA NEILL & CO 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 20036 DIRECT MAIL SOLICITATION MAILINGS 0 488872 48200 440672 488872 48200 440672 CA 25TH ANNIVERSARY VIRTUAL EVENT 235774 235774 16010 27673 235774 235774 16010 27673 43683 -43683 1 1440 FOUNDATION 800 BETHANY DR SCOTTS VALLEY CA 95066 770456449 501C3 55000 0 SEE PART IV AFRICAN AMERICAN COMMUNITY SERVICES AGENCY 304 N 6TH STREET SAN JOSE CA 951125266 942494728 501C3 249828 0 SEE PART IV AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT 1897 ALUM ROCK AVE SUITE 35 SAN JOSE CA 95116 770555838 501C3 204256 0 SEE PART IV BAY AREA COMMUNITY HEALTH 40910 FREMONT BLVD FREMONT CA 945384375 237255435 501C3 170000 0 SEE PART IV COMMUNITY FOOD BANK OF SAN BENITO COUNTY 1133 SAN FELIPE ROAD HOLLISTER CA 95023 770306871 501C3 150000 0 SEE PART IV COMMUNITY HEALTH PARTNERSHIP 408 N CAPITOL AVE SAN JOSE CA 95133 770352645 501C3 115000 0 SEE PART IV GUADALUPE RIVER PARK CONSERVANCY 438 COLEMAN AVE SAN JOSE CA 95110 770166797 501C3 61000 0 SEE PART IV LATINA COALITION OF SILICON VALLEY 1346 THE ALAMEDA STE 7-293 SAN JOSE CA 95126 010799235 501C3 62500 0 SEE PART IV LATINAS CONTRA CANCER 255 N MARKET STREET SUITE 175 SAN JOSE CA 95110 562412069 501C3 60000 0 SEE PART IV MARTHA'S KITCHEN 311 WILLOW STREET SAN JOSE CA 95110 912091094 501C3 50000 0 SEE PART IV NKR CONSULTING 1162 RIBIER COURT SUNNYVALE CA 94087 OTHER 10000 0 SEE PART IV NOTRE DAME HIGH SCHOOL SAN JOSE 596 S 2ND STREET SAN JOSE CA 95112 941275235 501C3 148780 0 SEE PART IV PARENTS HELPING PARENTS INC 1400 PARKMOOR AVE STE 100 SAN JOSE CA 95126 942814246 501C3 150000 0 SEE PART IV RAVENSWOOD FAMILY HEALTH NETWORK 1885 BAY ROAD EAST PALO ALTO CA 94303 943372130 501C3 202500 0 SEE PART IV ROOTS COMMUNITY HEALTH CENTER SOUTH BAY 9925 INTERNATIONAL BLVD STE 5 OAKLAND CA 946032558 262583954 501C3 125800 0 SEE PART IV SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT 976 LENZEN AVENUE 21D FL SAN JOSE CA 95126 946000533 GOV 644757 0 SEE PART IV SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY 6840 VIA DEL ORO STE 210 SAN JOSE CA 951191372 770031679 501C3 125000 0 SEE PART IV SCHOOL OF ARTS AND CULTURE AT MEXICAN HERITAGE PLAZA 1700 ALUM ROCK AVENUE SAN JOSE CA 95116 800714882 501C3 118000 0 SEE PART IV SILICON VALLEY COMMUNITY FOUNDATION 2440 W EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 205205488 501C3 175000 0 SEE PART IV SUN STREET CENTERS 11 PEACH DR SALINAS CA 939013710 946138701 501C3 75000 0 SEE PART IV VALLEY MEDICAL CENTER FOUNDATION 2400 CLOVE DR SAN JOSE CA 95128 770187890 501C3 57500 0 SEE PART IV VALLEY VERDE 376 W VIRGINIA ST SAN JOSE CA 951251522 453084814 501C3 88000 0 SEE PART IV VEGGIELUTION 647 S KING RD SAN JOSE CA 951163557 272021333 501C3 229555 0 SEE PART IV WEST VALLEY COMMUNITY SERVICES 10104 VISTA DR CUPERTINO CA 950142253 942211685 501C3 147500 0 SEE PART IV WORKING PARTNERSHIPS USA 2102 ALMADEN RD STE 112 SAN JOSE CA 951252130 770387535 501C3 52500 0 SEE PART IV YMCA SILICON VALLEY 80 SARATOGA AVE SANTA CLARA CA 95051 941156318 501C3 137081 0 SEE PART IV YOUTH ALLIANCE 310 FOURTH ST STE 101 HOLLISTER CA 95023 770377245 501C3 200000 0 SEE PART IV 26 1 DONATED FOOD 5742 847808 FMV FROM IN-KIND DONATION FOOD BASKET, FAMILY RESOURCE CENTER, MOBILE FOOD 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. X X X X X 0 1 0 0 0 0 0 0 0 MICHELE LEW CEO 324217 0 0 0 1361 0 30450 0 10976 0 367004 0 0 0 AMY CHAN CAO 201062 0 8000 0 1007 0 22077 0 943 0 233089 0 0 0 KELLY CHAU SR. VP OF PROGRMS 167087 0 6000 0 354 0 9541 0 838 0 183820 0 0 0 CARLENE SCHMIDT DIR. OF DEVELOPMENT 127920 0 4000 0 602 0 7411 0 16062 0 155995 0 0 0 JORGE WONG DIR. OF HOUSING SERVICES 131429 0 4000 0 449 0 7608 0 11647 0 155133 0 0 0 PART I, LINE 4B 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. X 1 847808 $1.92/LB FEEDING AMERICA X COMPUTER MONITORS 1 25200 FMV X FREEZER 1 7317 FMV X STORAGE CONTAINER 1 5400 FMV X PHONES 1 600 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. 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. FINANCIAL ADMINISTRATIVE SUPPORT SERVICES 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95118 454919178 ACCOUNTING SERVICE CA THE HEALTH TRUST C 4705799 986794 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 1 0 1 0 0 FINANCIAL ADMINISTRATIVE SUPPORT SERVICES M 489960 COST BASED CONTRACT FINANCIAL ADMINISTRATIVE SUPPORT SERVICES Q 136555 COST FINANCIAL ADMINISTRATIVE SUPPORT SERVICES O 24648 COST BASED CONTRACT FINANCIAL ADMINISTRATIVE SUPPORT SERVICES F 80000 REL. ORG. BOARD DECISION