2015-11-13T12:05:19-08:00 2015-06-30 HAYASHI WAYLAND Accounting & Consulting 1188 Padre Drive Suite 101 Salinas CA 93901 990 2014-07-01 941149702 PAJARO VALLEY COMMUNITY HEALTH TRUST PAJA 8317615639 85 NIELSON ST WATSONVILLE CA 95076 KATHLEEN KING CEO 2015-11-13 true Autumn Rossi CPA P01404602 8317596300 2014 2016-03-07 17:11:31Z KATHLEEN KING 85 NIELSON ST WATSONVILLE CA 95076 12666623 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. 20 20 16 64 0 157348 172005 55477 58959 1233334 1631711 29965 31028 1476124 1893703 150000 175000 0 679110 712468 0 83912 333318 327234 1162428 1214702 313696 679001 16911107 16154991 379245 261741 16531862 15893250 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 459979 58959 DIABETES HEALTH CENTER (DHC) - During the 14-15 fiscal year, the DHC provided 2,248 education sessions to 1,065 unduplicated clients and 11 outreach events (public screenings, presentations, job site education, etc.) reaching 620 community residents in the Pajaro Valley and surrounding area. 330546 175000 GRANT MAKING - The Health Trust Awarded $175,000 to 21 organizations serving 4,000 individuals during fiscal year 2014-2015, including $8,000 in scholarships to local high school students seeking careers in Health Professions. These grants supported the strategic program areas and population groups targeted by the Health Trust. 64156 REGIONAL DIABETES COLLABORATIVE (RDC) - On Friday, March 27th, more than 70 physicians, nurses and other health care community leaders attended the Twelfth Annual Diabetes Forum, hosted by the Regional Diabetes Collaborative (RDC), a program administered by the Pajaro Valley Community Health Trust.On May 15th, at the downtown Watsonville Plaza, RDC Members gathered to provide diabetes prevention education and blood glucose screenings to local residents attending the Watsonville Certified Farmer's Market. Against a backdrop of music and sunshine, local residents turned out in high numbers to enjoy the many activities provided. Students from the Watsonville High School Health Academy supervised children's games and participated by taking participants' blood pressure. There were 140 individuals screened and over 500 people in attendance. 854681 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 false true 4 0 true 16 true false false false false false false false false 0 false false false false false false false false false false X 20 20 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 CHAIR 2.00 0.00 X 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 CAROLINE EISKAMP Director 2.00 0.00 X 0 0 0 STAN HAJDUK MD Director 2.00 0.00 X 0 0 0 DOUG KEEGAN Director 2.00 0.00 X 0 0 0 DEVON CAROSELLI Director 2.00 0.00 X 0 0 0 GERALD KONDO DDS Director 2.00 0.00 X 0 0 0 DAVID MESA Treasurer 2.00 0.00 X X 0 0 0 SUZANNE MINE-EGUCHI VICE CHAIR 2.00 0.00 X X 0 0 0 RICH OTTO Director 2.00 0.00 X 0 0 0 ELSA MENDOZA JIMENEZ Director 2.00 0.00 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 RITA SANTOS Director 2.00 0.00 X 0 0 0 KATHLEEN KING CEO 40.00 0.00 X 112622 0 0 112622 1 false false false UBS FINANCIAL SERVICES INC PO BOX 8149 WALNUT CREEK CA 945968149 INVESTMENT MGMT 152112 1 38166 133839 35210 172005 DHC PATIENT FEES 621300 57653 57653 MISCELLANEOUS 621300 1306 1306 58959 492586 492586 0 0 0 11846070 10706945 1139125 1139125 1139125 97003 38166 65975 31028 31028 0 0 0 1893703 1198084 523614 175000 175000 0 0 0 158648 118986 23798 15864 0 432576 349609 32292 50675 30629 24530 3855 2244 39327 32658 4398 2271 51288 41076 6455 3757 0 0 20300 20300 0 0 152112 152112 16842 12406 1625 2811 10071 8034 669 1368 26618 10198 14228 2192 0 0 69135 49162 19973 2147 1168 952 27 0 0 15 15 0 6792 6792 0 Printing and Publications 13848 3588 8466 1794 Postage and Shipping 6088 4700 479 909 DUPLICATING 3266 3266 0 1214702 854681 276109 83912 101299 71814 108 0 99530 70272 304 5404 0 0 0 0 8448 14914 128329 85429 49692 42900 0 0 0 0 16651726 15949687 16911107 16154991 78587 63119 300658 198622 379245 261741 X 15045223 14464182 413828 342408 1072811 1086660 16531862 15893250 16911107 16154991 X 679001 -1397454 79841 X false true X true false X 247605 157883 282078 120878 133839 942283 0 0 247605 157883 282078 120878 133839 942283 0 942283 917498 441028 450937 524134 492586 2826183 45301 47983 21986 29965 31028 176263 0 3944729 0.23890 0.28600 X 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 1448135 12850 39658 48000 12524 1440119 1258701 10725 232528 43735 10084 1448135 1137421 15487 127765 14640 7332 1258701 1147222 12240 24090 36653 9478 1137421 958805 14880 182883 9346 1147222 0.01000 0.75000 0.24000 false false false 46977 16236 30741 49959 38015 11944 31393 31178 215 42900 15949687 ACCRUED WORKMANS COMPENSATION 194146 CAPITAL LEASE OBLIGATIONS 4476 198622 X 670184 -1397454 260072 65975 -1071407 1741591 152112 152112 1893703 1388637 260072 65975 326047 1062590 152112 152112 1214702 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 $65975 Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENTS EXPENSE $65975 false WINE & ROSES EVENT 125499 38166 87333 3200 5755 750 43306 MISCELLANEOUS EVENTS 9670 9670 12964 135169 38166 97003 3200 5755 750 56270 65975 31028 true COASTAL KIDS HOME CARE 1172 S MAIN ST 125 SALINAS CA 93901 12000 0 HEALTH INSURANCE ED & ACCESS COMMUNITY ALLIANCE FAM FARMER 406 MAIN STREET STE 406 WATSONVILLE CA 95076 942914745 10000 0 DIABETES & CONTRIBUTING FACTORS COUNTY OF SC - HEALTH SERVICE 1080 EMELINE AVE SANTA CRUZ CA 95060 12000 0 HEALTH INSURANCE ED & ACCESS DIENTES COMMUNITY DENTAL CARE 1830 COMMERCIAL WAY SANTA CRUZ CA 95065 770311752 8000 0 DENTAL SERVICES TO LOW INCOME ADULTS FOOD WHAT 1156 HIGH STREET SANTA CRUZ CA 95064 8500 0 CHILD HEALTH GIRL SCOUTS CA CENTRAL COAST 10550 MERRITT STREET CASTROVILLE CA 95012 10000 0 DIABETES & CONTRIBUTING FACTORS JACOBS HEART 2007 FREEDOM BLVD FREEDOM CA 95076 680413822 8300 0 ACCESS TO CARE LIFE LAB SCIENCE PROGRAM 1156 HIGH STREET SANTA CRUZ CA 95064 942778848 12700 0 CREATE WORKSHOP, CHILD HEALTH MESA VERDE GARDENS 800 OHLONE PARKWAY WATSONVILLE CA 95076 10000 0 DIABETES & CONTRIBUTING FACTORS PV PREVENTION & STUD ASSIST 336 EAST LAKE AVENUE WATSONVILLE CA 95076 10000 0 HEALTH INSURANCE EDUC & ACCESS SALUD PARA LA GENTE 195 AVIATION WAY SUITE 200 WATSONVILLE CA 95076 942705747 15000 0 DENTAL CARE CHILDREN OF MIGRANT ED UNITED WAY OF SANTA CRUZ COUNTY PO BOX 1458 CAPITOLA CA 95010 941422471 12000 0 COMMUNITY ASSESSMENT PROJECT VOLUNTEER CENTER SANTA CRUZ 1740 17TH AVE SUITE 2 SANTA CRUZ CA 95062 941702678 12500 0 BEAT BACK DIABETES PROGRAM WATSONVILLE FAMILY YMCA 27 SUDDEN STREET WATSONVILLE CA 95076 770020233 15000 0 HEALTH FAMILY HOME PROGRAM WATSONVILLE HIGH SCOOL 250 EAST BEACH STREET WATSONVILLE CA 95076 770375541 6500 0 SUPPORT HEALTH STUDIES 11 4 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 35210 DONATION 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 Increases DISCONTINUED OPERATIONS - NET ACTIVITY = $79841