2016-12-19T12:01:37-08:00 2016-06-30 HAYASHI WAYLAND Accounting & Consulting 1188 Padre Drive Suite 101 Salinas CA 93901 990 2015-07-01 941149702 PAJARO VALLEY COMMUNITY HEALTH TRUST PAJA 8317615639 85 NIELSON ST WATSONVILLE CA 95076 KATHLEEN KING CEO 2016-12-19 true Mike Nolan CPA P00930869 8317596300 2015 2017-02-10 21:41:12Z KATHLEEN KING 85 NIELSON ST WATSONVILLE CA 95076 1886315 false false X www.pvhealthtrust.org X 1998 CA IMPROVE THE HEALTH AND QUALITY OF LIFE FOR ALL PEOPLE OF THE GREATER PAJARO VALLEY BY SUPPORTING PROGRAMS AND ACTIVITIES THAT ENSURE ACCESS TO HIGH QUALITY, CULTURALLY COMPETENT HEALTHCARE SERVICES THAT PROMOTE HEALTH, WELLNESS, AND DISEASE PREVENTION. 18 18 18 75 0 172005 240321 58959 86477 1631711 1149364 31028 -18796 1893703 1457366 175000 185000 0 712468 829824 0 113413 327234 305391 1214702 1320215 679001 137151 16154991 15563961 261741 410867 15893250 15153094 IMPROVE THE HEALTH AND QUALITY OF LIFE FOR ALL PEOPLE OF THE GREATER PAJARO VALLEY BY SUPPORTING PROGRAMS AND ACTIVITIES THAT ENSURE ACCESS TO HIGH QUALITY, CULTURALLY COMPETENT HEALTHCARE SERVICES THAT PROMOTE HEALTH, WELLNESS, AND DISEASE PREVENTION. false false 501486 86477 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 competent, empowering health promotion and diabetes self-management and prevention education. DHC staff conducted 13 workplace wellness, public health screenings, and job site education events and provided 2,399 individual health education sessions this year. 376460 185000 GRANT MAKING - The Health Trust awarded 19 grants totaling $185,000 to community nonprofits whose programs promote active living & healthy eating as cornerstones of health. Grant funds also strengthened nonprofit providers that provide access to culturally competent oral, physical, and mental health care for those facing the greatest obstacles to care. Additionally, 17 students benefited from scholarship support to pursue careers in the health professions, fostering a local pipeline of diverse health professionals. 77638 REGIONAL DIABETES COLLABORATIVE (RDC) - The Health Trust leverages also builds and sustains strong partnerships with peer nonprofits promoting health and wellness in the tri-county region encompassing areas of Santa Cruz, Monterey and San Benito counties. The Health Trust leads two major collaboratives: the Regional Diabetes Collaborative (RDC), comprised of more than 40 agencies supporting and coordinating efforts to prevent and manage diabetes; and the Central Coast Oral Health Collaborative (OHC), which aims at providing and improving oral health treatment and preventive services as a part of whole health care for low-income adults and children. 955584 true true false false false false false false false true true false false true true true false 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 false true 9 2 true 18 true false false false false false false false false 0 false false false 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 TRINA COFFMAN-GOMEZ Director 2.00 0.00 X 0 0 0 CAITLIN BRUNE Director 2.00 0.00 X 0 0 0 JAVIER CARRILLO PAST CHAIR 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 Director 2.00 0.00 X 0 0 0 STAN HAJDUK MD Director 2.00 0.00 X 0 0 0 DOUG KEEGAN VICE CHAIR 2.00 0.00 X 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 Director 2.00 0.00 X 0 0 0 SUZANNE MINE-EGUCHI CHAIR 2.00 0.00 X X 0 0 0 DAMIAN MALDONADO Director 2.00 0.00 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 MICHELE VIOLICH MD Secretary 2.00 0.00 X X 0 0 0 MANUEL OSORIO Director 2.00 0.00 X 0 0 0 ALEC WASSON Director 2.00 0.00 X 0 0 0 BRUCE ZIEGELMAN ACCOUNTING MNGR 40.00 0.00 X 40912 0 6906 KATHLEEN KING CEO 40.00 0.00 X 115158 0 24623 156070 31529 1 false false false UBS FINANCIAL SERVICES INC PO BOX 8149 WALNUT CREEK CA 945968149 INVESTMENT MGMT 126035 1 86034 154287 42385 240321 DHC PATIENT FEES 621300 61897 61897 MISCELLANEOUS 621300 24580 24580 86477 487256 487256 0 0 0 1015418 353310 662108 662108 662108 42743 86034 62255 -19512 -19512 14100 13384 716 716 0 0 1457366 748585 468460 185000 185000 0 0 0 226307 169730 33946 22631 0 474947 376495 36986 61466 32745 24338 5535 2872 47112 34746 8728 3638 48713 36206 8234 4273 0 0 21000 21000 0 0 126035 126035 23247 13239 6831 3177 23341 20484 781 2076 41892 27857 4062 9973 0 0 41485 30415 11070 1796 943 853 0 0 0 0 6427 6427 0 Printing and Publications 8873 6757 774 1342 Postage and Shipping 7033 5129 584 1320 DUPLICATING 4262 3245 372 645 0 1320215 955584 251218 113413 71814 185558 0 70272 2196 5404 70020 0 0 0 0 14914 21544 128329 91856 42900 36473 0 0 0 0 15949687 15248170 16154991 15563961 63119 200448 16200 198622 194219 261741 410867 X 14464182 13778526 342408 274253 1086660 1100315 15893250 15153094 16154991 15563961 X 137151 -856148 37395 -58554 X false true X true false X 157883 317028 157348 172005 240321 1044585 0 0 157883 317028 157348 172005 240321 1044585 0 1044585 441028 450937 524134 492586 487256 2395941 47983 21986 29965 31028 716 131678 0 3572204 303059 0.29240 0.23890 X Current Year Facts and Circumstances: The Pajaro Valley Community Health Trust, a 501 (c) 3 public benefit health care foundation, meets the IRS Facts & Circumstances test through the following:Actively seeking public support: The Health Trust is operated to attract new and additional public or governmental support on a continuous basis by:Maintaining a continuous and comprehensive program for solicitation of funds from the general public, community businesses and others by meeting with potential donors, soliciting funds through direct mail, holding annual special event fundraisers, soliciting support through its website and other social media outlets and by actively seeking grants from private and public foundations as well as government funders. Percentage of financial support and sources of support: With 29% of its support during FY 2015-16 coming from a variety of public sources, the Health Trust is well above the minimum threshold of 10% required under the IRS Facts and Circumstances Test.Representative governing body: The Health Trusts Board of Directors is comprised of a broad cross-section of members who reflect the professional, gender and ethnic diversity of the community including the following:a.A member of the City Council appointed by the City of Watsonville b.One member each appointed by the Health Departments of Santa Cruz and Monterey Counties.c.Local physicians, nurses and health care advocates who provide special knowledge and expertise in the field of health, which is the primary charitable mission of the organization.d.Individuals who are considered leaders in the community from the fields of education, law, finance and agriculture who provide a broad cross section of community views and interests. Availability of public facilities or services: The Health Trust meets this standard in several ways: a.Facilities/Services: The Health Trust provides large conference and meeting space and furniture (tables and chairs) free of charge to nonprofit organizations for meetings, trainings and other events to which the public is invited. Examples include the Red Cross Blood Drive, School District Meetings, Health Collaborative Meetings, Medical Education Seminars and fund raising events.b.Publications: The Health Trust publishes an annual report and a health care newsletter on an annual basis. In addition, the Health Trust publishes its own healthcare survey research data on a biannual basis to inform other health care organizations and the public about local health care trends and challenges affecting the community. This data is widely used by public, private and governmental agencies to inform their health strategic planning efforts.c.Direct Program Service: The Health Trust operates a direct service health care program known as the Diabetes Health Center (DHC). The DHC provides diabetes self-management and prevention education as well as nutrition education for persons with or at risk of diabetes. The target populations served by this program are youth, low-income and underserved individuals and farm workers and their families. The staff of the DHC are licensed bilingual nurses and dietitians who are certified to provide the programs services. Their clinical standards are monitored by a highly qualified physician who also serves on the Health Trust Board. While the program accepts insurance reimbursement and sliding scale fees, patients are provided services regardless of their ability to pay. Accountability to Funders: The Health Trust regularly solicits grants from private and community foundations and occasionally from government funding sources. In each case, the Health Trust is contractually accountable to its funders for reporting progress of its program efforts and use of grant funds. Prior Year Facts and Circumstances: The Pajaro Valley Community Health Trust, a 501 (c) 3 public benefit health care foundation, meets the IRS Facts & Circumstances test through the following:Actively seeking public support: The Health Trust is operated to attract new and additional public or governmental support on a continuous basis by:Maintaining a continuous and comprehensive program for solicitation of funds from the general public, community businesses and others by meeting with potential donors, soliciting funds through direct mail, holding annual special event fundraisers, soliciting support through its website and other social media outlets and by actively seeking grants from private and public foundations as well as government funders. Percentage of financial support and sources of support: With 24% of its support during FY 2014-15 coming from a variety of public sources, the Health Trust is well above the minimum threshold of 10% required under the IRS Facts and Circumstances Test.Representative governing body: The Health Trusts Board of Directors is comprised of a broad cross-section of members who reflect the professional, gender and ethnic diversity of the community including the following:a.A member of the City Council appointed by the City of Watsonville b.One member each appointed by the Health Departments of Santa Cruz and Monterey Counties.c.Local physicians, nurses and health care advocates who provide special knowledge and expertise in the field of health, which is the primary charitable mission of the organization.d.Individuals who are considered leaders in the community from the fields of education, law, finance and agriculture who provide a broad cross section of community views and interests. Availability of public facilities or services: The Health Trust meets this standard in several ways: a.Facilities/Services: The Health Trust provides large conference and meeting space and furniture (tables and chairs) free of charge to nonprofit organizations for meetings, trainings and other events to which the public is invited. Examples include the Red Cross Blood Drive, School District Meetings, Health Collaborative Meetings, Medical Education Seminars and fund raising events.b.Publications: The Health Trust publishes an annual report and a health care newsletter on an annual basis. In addition, the Health Trust publishes its own healthcare survey research data on a biannual basis to inform other health care organizations and the public about local health care trends and challenges affecting the community. This data is widely used by public, private and governmental agencies to inform their health strategic planning efforts.c.Direct Program Service: The Health Trust operates a direct service health care program known as the Diabetes Health Center (DHC). The DHC provides diabetes self-management and prevention education as well as nutrition education for persons with or at risk of diabetes. The target populations served by this program are youth, low-income and underserved individuals and farm workers and their families. The staff of the DHC are licensed bilingual nurses and dietitians who are certified to provide the programs services. Their clinical standards are monitored by a highly qualified physician who also serves on the Health Trust Board. While the program accepts insurance reimbursement and sliding scale fees, patients are provided services regardless of their ability to pay. Accountability to Funders: The Health Trust regularly solicits grants from private and community foundations and occasionally from government funding sources. In each case, the Health Trust is contractually accountable to its funders for reporting progress of its program efforts and use of grant funds. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1440121 13655 -1519 52379 14707 1385171 1448135 12850 39658 48000 12524 1440119 1258701 10725 232528 43735 10084 1448135 1137421 15487 127765 14640 7332 1258701 1147222 12240 24090 36653 9478 1137421 0.01000 0.79000 0.20000 false false false 46977 17586 29391 49959 42906 7053 31393 31364 29 36473 15248170 ACCRUED WORKMANS COMPENSATION 193388 CAPITAL LEASE OBLIGATIONS 831 194219 X 800142 -856148 249320 75639 -531189 1331331 126035 126035 1457366 1519142 249320 75642 324962 1194180 126035 126035 1320215 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 $62255 RAFFLE EXPENSES $13384 Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENTS EXPENSE $62255 RAFFLE EXPENSES $13384 ROUNDING $3 false WINE & ROSES EVENT 118237 86034 32203 3500 6626 42006 MISCELLANEOUS EVENTS 10540 10540 10123 128777 86034 42743 3500 6626 52129 62255 -19512 true COASTAL KIDS HOME CARE 1172 S MAIN ST 125 SALINAS CA 93901 202549984 501(C)(3) 13500 0 HEALTH INSURANCE ED & ACCESS COMMUNITY AGROECOLOGY NETWORK PO BOX 7653 SANTA CRUZ CA 95061 753003372 501(C)(3) 10000 0 SUSTAIN RURAL LIVELIHOOD RESEARCH DIENTES COMMUNITY DENTAL CARE 1830 COMMERCIAL WAY SANTA CRUZ CA 95065 770311752 501(C)(3) 14500 0 DENTAL SERVICES TO LOW INCOME ADULTS ECOLOGY ACTION 877 CEDAR ST STE 240 SANTA CRUZ CA 95060 942584236 501(C)(3) 10000 0 BOLTAGE HEALTH IMPROVEMENT PROJECT EXTENDED LEARINGFITNESS 4 LF 294 GREEN VALLEY ROAD WATSONVILLE CA 95076 770375541 GOV'T 15000 0 HEALTH EDUC FAMILY SVCS AGENCY 104 WALNUT AVE STE 208 SANTA CRUZ CA 95060 941716354 501(C)(3) 12500 0 CRISIS COUNSELING SESSIONS FIRST 5 SANTA CRUZ COUNTY 4450 CAPITOLA RD STE 106 CAPITOLA CA 95010 946000534 501(C)(3) 7500 0 FUND EDUCATION, HEALTH AND CHILD PR FOOD WHAT 1156 HIGH STREET SANTA CRUZ CA 95064 812590280 501(c)(3) 15000 0 CHILD HEALTH GIRL SCOUTS CA CENTRAL COAST 10550 MERRITT STREET CASTROVILLE CA 95012 951567162 501(C)(3) 8000 0 DIABETES & CONTRIBUTING FACTORS GREEN WAYS TO SCHOOL 703 PACIFIC AVE SANTA CRUZ CA 95060 311748056 501(c)(3) 6000 0 ENCOURAGE SAFE RIDING AND BIKING SALUD PARA LA GENTE 195 AVIATION WAY SUITE 200 WATSONVILLE CA 95076 942705747 501(C)(3) 14500 0 DENTAL CARE CHILDREN OF MIGRANT ED UNITED WAY OF SANTA CRUZ COUNTY PO BOX 1458 CAPITOLA CA 95010 941422471 501(C)(3) 12000 0 COMMUNITY ASSESSMENT PROJECT VOLUNTEER CENTER SANTA CRUZ 1740 17TH AVE SUITE 2 SANTA CRUZ CA 95062 941702678 501(C)(3) 6500 0 BEAT BACK DIABETES PROGRAM WATSAPTOS ADULT EDUCA 294 GREEN VALLEY ROAD WATSONVILLE CA 95076 770375541 GOV'T 12000 0 HEALTH CAREER SCHOLARSHIPS WATSONVILLE FAMILY YMCA 27 SUDDEN STREET WATSONVILLE CA 95076 770020233 501(C)(3) 15000 0 HEALTH FAMILY HOME PROGRAM WATSONVILLE HIGH SCOOL 250 EAST BEACH STREET WATSONVILLE CA 95076 770375541 GOV'T 7000 0 SUPPORT HEALTH STUDIES 14 2 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 42385 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 = -$58554