2019-01-28T15:48:43-08:00 2018-06-30 201939256 HAYASHI WAYLAND Accounting & Consulting 1188 Padre Drive Suite 101 Salinas CA 93901 990 2017-07-01 941149702 PAJARO VALLEY COMMUNITY HEALTH TRUST PAJA 8317615639 85 NIELSON ST WATSONVILLE CA 95076 CAITLIN BRUNE CEO 2019-01-28 true Mike Nolan CPA P00930869 8317596300 2017 2019-02-21 02:37:17Z CAITLIN BRUNE 85 NIELSON ST WATSONVILLE CA 95076 5462882 false 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. 15 15 14 104 0 383451 474174 91543 105498 2003004 1344068 -24640 -12677 2453358 1911063 185000 205000 0 853341 887835 0 153600 379097 472809 1417438 1565644 1035920 345419 16830233 16859068 444658 361903 16385575 16497165 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 636933 105498 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 2,015 individual sessions and 26 workplace wellness, job site education and community outreach events this year benefiting 1,819 individuals. 354306 205000 GRANT MAKING - The Health Trust awarded 17 grants totaling $205,000 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. Additionally, 12 students benefited from scholarship support to pursue careers in the health professions, fostering a local pipeline of ethnically diverse health professionals. 112609 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. The Health Trust leads the #LIVEPajaroValley Collective, a group of local nonprofits and public agencies actively fostering community engagement in decision-making that leads to a healthier community. 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. the Health Trust's Regional Diabetes Collaborative supports and coordinates efforts to prevent and manage diabetes. 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. 1103848 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 false false false true false false false false false false false false true 20 0 true 14 true false false false false false false false false 0 false false false false false false false false false false X 15 15 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 TRINA COFFMAN-GOMEZ Director 2.00 0.00 X 0 0 0 SUZANNE MINE-EGUCHI Director 2.00 0.00 X 0 0 0 RON JONES Director 2.00 0.00 X 0 0 0 GINA GALLUCCI 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 DEVON CAROSELLI 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 RAQUEL RAMIREZ-RUIZ Director 2.00 0.00 X 0 0 0 DAMIAN MALDONADO Vice Chair 2.00 0.00 X X 0 0 0 ELSA MENDOZA JIMENEZ Treasurer 2.00 0.00 X X 0 0 0 GRETCHEN MORRIS-COFFEY Director 2.00 0.00 X 0 0 0 YULIANA MENDOZA-FLORES Director 2.00 0.00 X 0 0 0 LOWELL HURST Director 2.00 0.00 X 0 0 0 CAROLINE EISKAMP Director 2.00 0.00 X 0 0 0 JOE GALLAGHER MD Director 2.00 0.00 X 0 0 0 CRISTINA GAMBOA MD Director 2.00 0.00 X 0 0 0 BOB KENNEDY Director 2.00 0.00 X 0 0 0 FRANK RAVAGO MD Director 2.00 0.00 X 0 0 0 CAITLIN BRUNE CEO 40.00 0.00 X 112409 0 11621 BRUCE ZIEGELMAN DIR. OF FINANCE 40.00 0.00 X 75508 0 18310 187917 29931 1 false false false UBS FINANCIAL SERVICES INC PO BOX 8149 WALNUT CREEK CA 945968149 INVESTMENT MGMT 163925 1 87800 386374 30528 474174 DHC PATIENT FEES 621300 98229 98229 MISCELLANEOUS 621300 7269 7269 105498 487134 487134 0 0 0 4346896 3489962 856934 856934 856934 36105 87800 54257 -18152 -18152 13075 7600 5475 5475 0 0 1911063 962432 474457 205000 205000 0 0 0 228308 172601 24338 31369 0 524119 408461 44336 71322 33071 25296 3088 4687 46505 33750 5275 7480 55832 43601 4890 7341 0 0 22725 17181 2423 3121 0 0 163925 163925 123380 88491 34710 179 18471 10189 2559 5723 54590 35121 9563 9906 0 0 58314 45730 3253 9331 2135 977 1158 0 0 1005 765 95 145 0 6482 6482 4234 4234 Printing and Publications 9219 7014 875 1330 DUPLICATING 4310 2680 834 796 Postage and Shipping 4019 2757 392 870 0 1565644 1103848 308196 153600 283856 306845 0 66000 33000 179636 75643 0 0 0 0 30784 32803 167867 107700 30473 60167 0 0 0 0 16239484 16350610 16830233 16859068 367309 306838 2500 2100 74849 52965 444658 361903 X 14879122 14812196 398063 558809 1108390 1126160 16385575 16497165 16830233 16859068 X 345419 -134164 15610 -115275 X false true X true false X 157348 172005 240321 383451 474174 1427299 0 0 157348 172005 240321 383451 474174 1427299 93080 1334219 524134 492586 487256 467142 487134 2458252 29965 31028 716 7773 5475 74957 0 3960508 397954 0.33690 0.31600 X 1517848 17770 120768 56480 13775 1574736 1385171 8075 193526 55277 13647 1517848 1440121 13655 -1519 52379 14707 1385171 1448135 12850 39658 48000 12524 1440119 1258701 10725 232528 43735 10084 1448135 0.72000 0.28000 false false false 46977 20285 26692 70400 53996 16404 50490 33419 17071 60167 16350610 ACCRUED WORKMANS COMPENSATION 52965 52965 X 1927542 -134164 252711 61857 180404 1747138 163925 163925 1911063 1700677 252711 46247 298958 1401719 163925 163925 1565644 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 $54257 Raffle $7600 Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENTS EXPENSE $54257 ALLOCATION OF IN-KIND EXPENSE TO DISC. O $-15610 Raffle $7600 false WINE & ROSES EVENT 110080 87800 22280 4063 8045 21251 9594 MISCELLANEOUS EVENTS 13825 13825 11304 123905 87800 36105 4063 8045 21251 20898 54257 -18152 true COASTAL KIDS HOME CARE 1172 S MAIN ST 125 SALINAS CA 93901 202549984 501(C)(3) 12000 0 HEALTH INSURANCE ED & ACCESS COMMUNITY AGROECOLOGY NETWORK PO BOX 7653 SANTA CRUZ CA 95061 753003372 501(C)(3) 15000 0 SUSTAIN RURAL LIVELIHOOD RESEARCH DIENTES COMMUNITY DENTAL CARE 5300 SOQUEL AVENUE STE 103 SANTA CRUZ CA 95062 770311752 501(C)(3) 15000 0 DENTAL SERVICES TO LOW INCOME ADULTS DIGITAL NEST 318 UNION ST WATSONVILLE CA 95076 465757256 501(C)(3) 15000 0 PROVIDING YOUTH W/ FREE TECH. EXTENDED LEARNINGFITNESS LIF 294 GREEN VALLEY ROAD WATSONVILLE CA 95076 770375541 501(C)(3) 10000 0 HEALTH EDUC FAMILY SVCS AGENCY 104 WALNUT AVE STE 208 SANTA CRUZ CA 95060 941716354 501(C)(3) 12000 0 CRISIS COUNSELING SESSIONS 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) 10000 0 HEALTH CAREER SCHOLARSHIPS HOSPICE OF SANTA CRUZ 940 DISC DRIVE SCOTTS VALLEY CA 95066 942497618 501(C)(3) 8000 0 PROVIDE END OF LIFE CARE JACOBS HEART 2007 FREEDOM BLVD FREEDOM CA 95076 680413822 501(C)(3) 10000 0 ACCESS TO CARE LIFE LAB SCIENCE PROGRAM 1156 HIGH STREET SANTA CRUZ CA 95064 942778848 501(C)(3) 10000 0 CREATE WORKSHOP, CHILD HEALTH NATIVIDAD MEDICAL FOUNDATION 1441 CONSTITUTION RD SALINAS CA 93906 770194989 501(C)(3) 11000 0 DIABETES & CONTRIBUTING FACTORS SALUD PARA LA GENTE 195 AVIATION WAY SUITE 200 WATSONVILLE CA 95076 942705747 501(C)(3) 12000 0 DENTAL CARE CHILDREN OF MIGRANT ED SECOND HARVEST FOOD BANK 800 OHLONE PKWY CAPITOLA CA 95010 770326685 501(C)(3) 15000 0 DIABETES & CONTRIBUTING FACTORS TEEN KITCHEN PROJECT PO BOX 1853 SOQUEL CA 95073 270524692 501(C)(3) 7000 0 CREATE WORKSHOP, CHILD HEALTH VISTA CENTER FOR THE BLIND 2500 EL CAMINO REAL PALO ALTO CA 94306 941196206 501(C)(3) 6000 0 DIABETES & CONTRIBUTING FACTORS WATSONVILLE HIGH SCHOOL 250 EAST BEACH STREET WATSONVILLE CA 95076 770375541 GOV'T 8400 0 SCHOLARSHIPS/SUPPORT HEALTH STUDIES 17 0 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. AUCTION ITEMS 114 30528 SALES PRICE 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 = -$115275