2021-03-25T17:55:03-07:00 2020-06-30 201939256 HAYASHI WAYLAND Accounting & Consulting 1188 Padre Drive Suite 101 Salinas CA 93901 990 2019-07-01 941149702 PAJARO VALLEY COMMUNITY HEALTH TRUST PAJA 8317615639 85 NIELSON ST WATSONVILLE CA 95076 DE ANDRE' JAMES CEO 2021-03-25 true Mike Nolan CPA P00930869 8317596300 2019 2022-09-23 18:48:47Z DE ANDRE' JAMES 85 NIELSON ST WATSONVILLE CA 95076 19625468 false X www.pvhealthtrust.org X 1998 CA THE HEALTH TRUST AIMS TO IMPROVE HEALTH AND QUALITY OF LIFE FOR RESIDENTS OF THE GREATER PAJARO VALLEY BY PROVIDING HEALTH PROMOTION SERVICES AND DIABETES SELF-MANAGEMENT EDUCATION. ADDITIONALLY, WE CONVENE CROSS-SECTOR STAKEHOLDERS TO ALIGN RESOURCES TO REALIZE A SHARED VISION OF HEALTH AND PROVIDE GRANTS AND ALLIED SUPPORT TO LOCAL GROUPS ENSURING ACCESS TO HEALTH PROMOTION AND DISEASE PREVENTION PROGRAMS AS WELL AS QUALITY, CULTURALLY COMPETENT WHOLE PERSON HEALTHCARE. 18 18 19 26 0 368161 2536510 140099 157955 1428721 930722 -32009 -9287 1904972 3615900 212500 242000 0 921951 1033282 0 204271 487083 1176115 1621534 2451397 283438 1164503 17173464 17799342 342169 835351 16831295 16963991 THE HEALTH TRUST AIMS TO IMPROVE HEALTH AND QUALITY OF LIFE FOR RESIDENTS OF THE GREATER PAJARO VALLEY BY PROVIDING HEALTH PROMOTION SERVICES AND DIABETES SELF-MANAGEMENT EDUCATION. ADDITIONALLY, WE CONVENE CROSS-SECTOR STAKEHOLDERS TO ALIGN RESOURCES TO REALIZE A SHARED VISION OF HEALTH AND PROVIDE GRANTS AND ALLIED SUPPORT TO LOCAL GROUPS ENSURING ACCESS TO HEALTH PROMOTION AND DISEASE PREVENTION PROGRAMS AS WELL AS QUALITY, CULTURALLY COMPETENT WHOLE PERSON HEALTHCARE. false false 653876 157955 DIABETES HEALTH CENTER (DHC) - The Health Trust operates the Diabetes Health Center (DHC), a community-based health education and diabetes care program that provided culturally responsive, empowering disease self-management and health promotion education in 2,952 individual sessions and 21 workplace wellness, job site education and community outreach events this year benefiting 1,250 individuals. 374959 242000 GRANT MAKING - The Health Trust awarded 22 grants totaling $222,000 to local nonprofits working to promote active living & healthy eating as cornerstones of health. Grant funds also strengthened nonprofit organizations that provide oral, physical and mental health care for those facing the greatest obstacles to care. The health trust awarded 23 grants totaling $20,000 to 16 students to pursue careers in the health professions. 220578 LEADERSHIP - The Health Trust builds, sustains and leverages partnerships with peer nonprofits promoting health and well-being in the tri-county region encompassing parts of Santa Cruz, Monterey and San Benito Counties. We convene the Pajaro Valley Food, Farming & Health Policy Council, a cross-sector group working to create a local environment where the healthy choice is the easy choice for every resident. We are an active contributor of the Health Improvement Partnership of Santa Cruz County, a roundtable of healthcare leaders implementing collaborative solutions to priority issues affecting health equity and outcomes, especially for marginalized populations. 1249413 true true false false false false false false false true true false false true true true true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 35 1 true 19 true false false false false false false false 0 false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false CA X ADDRESSEE 8317615639 85 NIELSON ST WATSONVILLE CA 95076 MARTHA QUINTANA RN EDUCATOR/COOR 40.00 0.00 107307 0 20214 DE ANDRE' JAMES CEO 40.00 0.00 X 109269 0 17527 BRUCE ZIEGELMAN DIR. OF FINANCE 40.00 0.00 X 91722 0 20786 CAITLIN BRUNE CEO 40.00 0.00 X 42397 0 6840 TRINA COFFMAN-GOMEZ Director 2.00 0.00 X 0 0 0 MARCUS PIMENTEL Director 2.00 0.00 X 0 0 0 MIMI HALL Director 2.00 0.00 X 0 0 0 NANCY CHEN Director 2.00 0.00 X 0 0 0 SHEBREH KALANTARI JOHNSON Chairman 2.00 0.00 X X 0 0 0 CHRISTINE LEVAN MD Director 2.00 0.00 X 0 0 0 CHRISTIAN MIRANDA Director 2.00 0.00 X 0 0 0 ROBBY OLSON III Director 2.00 0.00 X 0 0 0 BROOKE KONDO RAINS DDS Director 2.00 0.00 X 0 0 0 DAVID MESA Secretary 2.00 0.00 X X 0 0 0 LOWELL HURST Director 2.00 0.00 X 0 0 0 MATT JONES Treasurer 2.00 0.00 X X 0 0 0 ELSA MENDOZA JIMENEZ Vice Chair 2.00 0.00 X X 0 0 0 GRETCHEN REGENHARDT Director 2.00 0.00 X 0 0 0 YULIANA MENDOZA-FLORES Director 2.00 0.00 X 0 0 0 CAROLINE EISKAMP Director 2.00 0.00 X 0 0 0 CRISTINA GAMBOA MD Director 2.00 0.00 X 0 0 0 FRANK RAVAGO MD Director 2.00 0.00 X 0 0 0 350695 65367 2 false false false PILLSBURY WINTHROP SHAW PITTMAN LLP 725 S FIGUEROA ST SUITE 2800 LOS ANGELES CA 90017 LEGAL SERVICES 442386 1 84806 2451704 27465 2536510 DHC PATIENT FEES 621300 150259 150259 MISCELLANEOUS 621300 7696 7696 157955 464475 464475 0 0 0 16387047 15920800 466247 466247 466247 71081 84806 87928 -16847 -16847 8400 840 7560 7560 0 0 3615900 157955 921435 X 242000 242000 0 0 0 262512 131932 78433 52147 0 618103 507363 40561 70179 22789 20228 275 2286 76309 65660 3659 6990 53569 40075 6835 6659 0 452438 452438 3724 3724 0 0 75881 75881 410084 92488 301853 15743 3400 1144 1579 677 51299 29891 10438 10970 0 0 91806 44582 10444 36780 3186 1108 2028 50 0 12089 4184 7491 414 334 250 41 43 0 0 4031 4031 BAD DEBT 57190 57190 Printing and Publications 5974 4481 716 777 Postage and Shipping 2715 1725 520 470 DUPLICATING 1964 1081 797 86 0 2451397 1249413 997713 204271 191360 386012 0 33000 0 47418 124506 0 0 0 0 42635 39648 144608 50229 85368 94379 0 0 0 0 16773683 17154797 17173464 17799342 277921 225607 1500 62748 609744 342169 835351 X 15100335 14057358 1730960 2906633 16831295 16963991 17173464 17799342 X 1164503 -968918 12347 -75236 X false true X true false X 240321 383451 474174 368161 1369559 2835666 0 0 240321 383451 474174 368161 1369559 2835666 980060 1855606 487256 467142 487134 342547 464475 2248554 716 7773 5475 3505 7560 25029 0 5109249 581572 0.36320 0.38070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1665960 1170448 -21487 60303 11436 2743182 1574736 6191 150700 68819 6848 1655960 1517848 17770 120768 56480 13775 1586131 1385171 8075 193526 55277 13647 1517848 1440121 13655 -1519 52379 14707 1385171 0.78000 0.22000 false false false 46978 22985 23993 59447 17025 42422 38183 10219 27964 94379 17154797 ACCRUED WORKMANS COMPENSATION 78188 LINE OF CREDIT 250334 REFUNDABLE ADVANCES 281222 609744 X 2938092 -968918 305688 61303 -601927 3540019 75881 75881 3615900 2730160 305688 48956 354644 2375516 75881 75881 2451397 Part V, Line 4: Intended uses of the endowment fund. THE ENDOWMENT FUNDS ARE HELD IN ORDER TO GENERATE REVENUES IN SUPPORT OF HEALTH PROGRAMS FOR SENIORS AND CHILDREN, DENTAL NEEDS OF THOSE IN THE PAJARO VALLEY AND FOR THE UNRESTRICTED USE OF THE TRUST. Part X : FIN48 Footnote As a tax-exempt not-for-profit organization, the Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and from state franchise tax under California Revenue and Taxation Code Section 23701(d), but is subject to taxes on unrelated business income when earned. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Organizations returns are subject to examination by federal and state taxing authorities, generally for three year and four years, respectively, after they are filed. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 SPECIAL EVENTS EXPENSE $61303 Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENTS EXPENSE $61303 ALLOCATION OF IN-KIND EXPENSE TO DISC. O $-12347 false WINE & ROSES EVENT 145786 74705 71081 4800 10723 7064 55438 HEALTH EVENTS 10101 10101 1867 155887 84806 71081 4800 10723 7064 57305 79892 -8811 true COASTAL KIDS HOME CARE 1172 S MAIN ST 125 SALINAS CA 93901 202549984 501(C)(3) 15000 0 HEALTH INSURANCE ED & ACCESS COMMUNITY BRIDGES 519 MAIN STREET WATSONVILLE CA 95076 942460211 501(C)(3) 15000 0 HEALTH INSURANCE ED & ACCESS DIENTES COMMUNITY DENTAL CARE 5300 SOQUEL AVENUE STE 103 SANTA CRUZ CA 95062 770311752 501(C)(3) 10000 0 DENTAL SERVICES TO LOW INCOME ADULTS FAMILY SVCS AGENCY 104 WALNUT AVE STE 208 SANTA CRUZ CA 95060 941716354 501(C)(3) 15000 0 CRISIS COUNSELING SESSIONS FARM DISCOVERY AT LIVE EARTH PO BOX 3490 FREEDOM CA 95019 263728160 501(C)(3) 15000 0 SUPPORT MISSION FOOD WHAT 1156 HIGH STREET SANTA CRUZ CA 95064 812590280 501(C)(3) 15000 0 CHILD HEALTH GIRLS INC - CENTRAL COAST 318 CAYUGA ST STE 206 SUITE CA 93901 205040398 501(C)(3) 15000 0 HEALTH CAREER SCHOLARSHIPS HOSPICE OF SANTA CRUZ 940 DISC DRIVE SCOTTS VALLEY CA 95066 942497618 501(C)(3) 10000 0 PROVIDE END OF LIFE CARE JACOBS HEART 680 WEST BEACH STREET WATSONVILLE CA 95076 680413822 501(C)(3) 15000 0 ACCESS TO CARE PAJARO VALLEY HIGH SCHOOL 500 HARKINS SLOUGH RD WATSONVILLE CA 95076 770375541 GOV'T 16000 0 HEALTH CAREER SCHOLARSHIPS SALUD PARA LA GENTE 195 AVIATION WAY SUITE 200 WATSONVILLE CA 95076 942705747 501(C)(3) 10000 0 DENTAL CARE CHILDREN OF MIGRANT ED TEEN KITCHEN PROJECT PO BOX 1853 SOQUEL CA 95073 270524692 501(C)(3) 10000 0 CREATE WORKSHOP, CHILD HEALTH UNITED WAY OF SANTA CRUZ COUNTY PO BOX 1458 CAPITOLA CA 95010 941422471 501(C)(3) 15000 0 COMMUNITY ASSESSMENT PROJECT VISTA CENTER FOR THE BLIND 3315 MISSION DRIVE SUITE B SANTA CRUZ CA 95065 941196206 501(C)(3) 10000 0 DIABETES & CONTRIBUTING FACTORS WATSONVILLE FAMILY YMCA 500 LINCOLN AVE SALINAS CA 93901 770020233 501(C)(3) 15000 0 HEALTH FAMILY HOME PROGRAM 14 1 Grantmaker's Description of How Grants are Used ALL ORGANIZATIONS APPLYING FOR FUNDING MUST SUBMIT A DETAILED LINE-ITEM BUDGET, INCLUDING INCOME AND EXPENSES FOR THE PROPOSED PROJECT. THEY MUST INDICATE THE AMOUNT PROPOSED FOR FUNDING FROM THE TRUST BY LINE ITEM AND INCLUDE NOTES FOR ANY LINE ITEMS THAT REQUIRE ADDITIONAL EXPLANATION.IF APPROVED FOR FUNDING, GRANTEES MUST SIGN A GRANT CONTRACT IN WHICH THEY AGREE TO USE THE GRANT FUNDS TO ACCOMPLISH THE SPECIFIC OUTCOMES OUTLINED IN THEIR GRANT PROPOSAL. THEY ALSO AGREE TO INFORM THE TRUST IMMEDIATELY IF THEY ARE UNABLE TO PERFORM ON ANY ASPECT OF THE GRANT CONTRACT ACTIVITIES AS OUTLINED IN THE PROPOSAL. THE CONTRACT INDICATES THAT USE OF THESE FUNDS FOR ANY PURPOSE OTHER THAN SET FORTH IN THE GRANT PROPOSAL AND/OR FAILURE TO REPORT CHANGES IMMEDIATELY OR TO PERFORM ON THE CONTRACT OUTCOMES MAY RESULT IN FORFEITURE OF PART OR ALL OF THE GRANT AMOUNT. ALSO REQUIRE GRANTEES TO SUBMIT PROGRESS AND FINAL REPORTS IN WHICH THEY MUST PROVIDE A DETAILED PROGRAM BUDGET THAT COMPARES ACTUAL EXPENDITURES TO THE APPROVED BUDGET. X TRIPS 18 13925 VALUE X HEALTH PACKAGES 3 830 VALUE X GIFT BASKETS 7 795 VALUE X JEWELRY 2 410 VALUE X ALCOHOL/FOOD 28 6445 VALUE X FLORAL/DECOR 18 2775 VALUE X CLOTHING 2 140 VALUE X MISC 6 1065 VALUE X GIFT CERT. 1 85 VALUE X PAINTING/PHOTOS 10 995 VALUE false false false Form 990, Part VI, Line 11b: Form 990 Review Process Pajaro Valley Community Health Trust engages a CPA firm to assist with the preparation and filing of the Form 990, based on an audit engagement completed by the same CPA firm. Once the CPA firm has completed a draft of the form 990, a copy will be sent to the Board of Directors for review and approval before the tax return is filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Conflict of interest statements are updated annually as well as when grants are approved to monitor for potential conflicts of interest. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management FOR CEO AND TOP FINANCIAL PERSON, EXECUTIVE COMMITTEE COMPARES COMPENSATION WITH SIMILAR ORGANIZATIONS LOCALLY AND NATIONALLY; SALARY INCREASES ARE BASED ON COMPENSATION AND PERFORMANCE BASED. EXECUTIVE COMMITTEE EVALUATES CEO'S PERFORMANCE AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL, ANNUALLY, WITHIN BUDGETARY PARAMETERS. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees OTHER EMPLOYEE COMPENSATION IS DETERMINED BY THE CEO AND REVIEWED WITH THE EXECUTIVE COMMITTEE. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governing docs are available upon request. Other Changes In Net Assets Or Fund Balances - Other Decreases DISCONTINUED OPERATIONS - NET ACTIVITY = -$75236