2014-11-13T10:34:55-08:00 2014-06-30 HAYASHI WAYLAND Accounting & Consulting 1188 Padre Drive Suite 101 Salinas CA 93901 990 2013-07-01 941149702 PAJARO VALLEY COMMUNITY HEALTH TRUST PAJA 8317615639 85 NIELSON ST WATSONVILLE CA 95076 KATHLEEN KING CEO 2014-11-13 true Autumn Rossi CPA P01404602 8317596300 2013 2015-11-30 17:44:51Z KATHLEEN KING 85 NIELSON ST WATSONVILLE CA 95076 6032261 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 75 0 317028 157348 44345 55477 996475 1233334 21986 29965 1379834 1476124 125000 150000 0 680338 679110 0 73909 278859 333318 1084197 1162428 295637 313696 15298741 16911107 640267 379245 14658474 16531862 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 485246 55477 DIABETES HEALTH CENTER (DHC) - THE DHC IS A DIRECT SERVICE PROGRAM OPERATED BY THE HEALTH TRUST TO PROVIDE DIABETES PREVENTION, SELF MANAGEMENT EDUCATION AND MEDICAL NUTRITION THERAPY TO ALL WHO NEED THESE SERVICES REGARDLESS OF THEIR ABILITY TO PAY FOR THEM. DURING THE 2013-14 FISCAL YEAR, THE DHC PROVIDED 28 OUTREACH AND EDUCATION SESSIONS IN COMMUNITY SETTINGS TO 880 INDIVIDUALS AND 2,238 ON-SITE EDUCATION SESSIONS TO 945 UNDUPLICATED PATIENTS WITH OR AT RISK FOR DIABETES AT THE DHC. 282199 150000 GRANT MAKING - THE HEALTH TRUST AWARDED $150,000 TO 19 ORGANIZATIONS DURING THE 2013-14 FISCAL YEAR, INCLUDING $6,000 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. 52051 REGIONAL DIABETES COLLABORATIVE (RDC) - THE RDC IS A COLLABORATIVE CONVENED BY THE HEALTH TRUST IN 2002 TO BRING STAKEHOLDERS TOGETHER TO SUPPORT, PROMOTE AND COORDINATE EFFORTS TO PREVENT AND MANAGE DIABETES IN MONTEREY, SAN BENITO AND SANTA CRUZ COUNTIES. WITH 35 MEMBER AGENCIES FROM THE TRI-COUNTY AREA, THE RDC HOLDS GENERAL MEETINGS BI-ANNUALLY AND SPONSORS ACTIVITIES THROUGHOUT THE YEAR TO INCREASE PUBLIC AWARENESS OF DIABETES IN THE REGION, TO PROMOTE BEST PRACTICES IN CLINICAL MANAGEMENT OF DIABETES AND TO IMPROVE ACCESSIBILITY TO TREATMENT, MEDICINES AND EDUCATION. DURING THE 2013-14 FISCAL YEAR, THE RDC CONVENED THE RDC GENERAL MEMBERSHIP AND STEERING COMMITTEE MEETINGS, AS WELL AS HOSTED THE ELEVENTH ANNUAL DIABETES FORUM, ELEVENTH ANNUAL DIABETES HEALTH FAIR AND HOSTED SCHOOL HEALTH PERSONNEL TRAINING. 819496 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 3 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 X ADDRESSEE 8317615639 85 NIELSON ST WATSONVILLE CA 95076 TRINA COFFMAN-GOMEZ Director 2.00 0.00 X 0 0 0 JUDY CAREY Director 2.00 0.00 X 0 0 0 JAVIER CARRILLO CHAIR 2.00 0.00 X X 0 0 0 CATHLEEN CHANDLER-ECKHARDT 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 ROSIE IBARRA 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 DOUG KEEGAN Director 2.00 0.00 X 0 0 0 MICHELE VIOLICH MD Secretary 2.00 0.00 X X 0 0 0 SALLY ANDERSON Director 2.00 0.00 X 0 0 0 JOSE CHIBRAS MD Director 2.00 0.00 X 0 0 0 ERIC TAYLOR Director 2.00 0.00 X 0 0 0 KATHLEEN KING CEO 40.00 0.00 X 106300 0 0 106300 1 false false false UBS FINANCIAL SERVICES INC PO BOX 8149 WALNUT CREEK CA 945968149 INVESTMENT MGMT 146494 1 36470 120878 33805 157348 DHC PATIENT FEES 621300 54108 54108 MISCELLANEOUS 621300 1369 1369 55477 524134 524134 0 0 0 5207254 4498054 709200 709200 709200 88048 36470 58083 29965 29965 0 0 0 1476124 764677 554099 150000 150000 0 0 0 141055 105791 21158 14106 0 422093 344165 36351 41577 27771 21702 4090 1979 43368 34515 6337 2516 44823 35021 6606 3196 0 0 19600 19600 0 0 146494 146494 30939 26735 1703 2501 7231 5573 375 1283 29220 16728 10216 2276 0 0 62098 46894 15204 2163 1249 844 70 0 0 44 44 0 6913 6913 0 Printing and Publications 17549 3588 12167 1794 Postage and Shipping 7968 4836 521 2611 DUPLICATING 3099 3099 0 1162428 819496 269023 73909 107869 101299 25585 108 110000 99530 1968 304 0 0 0 0 7918 8448 128329 78637 53071 49692 0 0 0 0 14992330 16651726 15298741 16911107 80670 78587 559597 300658 640267 379245 X 13299503 15045223 303579 413828 1055392 1072811 14658474 16531862 15298741 16911107 X 313696 1358453 201239 X false true X true false X 443079 247605 157883 282078 120878 1251523 0 0 443079 247605 157883 282078 120878 1251523 0 1251523 585829 917498 441028 450937 524134 2919426 59103 45301 47983 21986 29965 204338 0 4375287 0.28600 0.30710 X Part II, Line 17a--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 30% of its support during FY 2013-14 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. Part II, Line 17b--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 30% of its support during FY 2012-13 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 1258701 10725 232528 43735 10084 1448135 1137421 15487 127765 14640 7332 1258701 1147222 12240 24090 36653 9478 1137421 958805 14880 182883 9346 1147222 103245 88070 9370 958805 958805 0.01000 0.74000 0.25000 false false false 46977 14886 32091 49959 32853 17106 31393 30898 495 49692 WORKERS COMP DEPOSIT 16651726 ACCRUED WORKMANS COMPENSATION 292193 CAPITAL LEASE OBLIGATIONS 8465 300658 X 2995486 1358453 249320 58083 1665856 1329630 146494 146494 1476124 1323337 249320 58083 307403 1015934 146494 146494 1162428 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 $58083 LOSS ON DISPOSAL OF PROPERTY $0 Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENTS EXPENSE $58083 LOSS ON DISPOSAL OF PROPERTY $0 false WINE & ROSES EVENT 113028 36470 76558 3276 5759 500 37164 MISCELLANEOUS EVENTS 11490 11490 11384 124518 36470 88048 3276 5759 500 48548 58083 29965 true COMMUNITY ALLIANCE FAM FARMER 406 MAIN STREET STE 406 WATSONVILLE CA 95076 942914745 15000 0 DIABETES & CONTRIBUTING FACTORS DIENTES COMMUNITY DENTAL CARE 1830 COMMERCIAL WAY SANTA CRUZ CA 95065 770311752 10000 0 DENTAL SERVICES TO LOW INCOME ADULTS ENCOMPASS COMMUNITY SVCS 195 HARVEY WEST BLVD SANTA CRUZ CA 95060 237275290 9000 0 DEVELOPMENT OF MENTORING PROJECT FAMILY SVCS AGENCY 104 WALNUT AVE STE 208 SANTA CRUZ CA 95060 941716354 12500 0 CRISIS COUNSELING SESSIONS JACOBS HEART 2007 FREEDOM BLVD FREEDOM CA 95076 680413822 10000 0 ACCESS TO CARE MESA VERDE GARDENS 2120 N PACIFIC AVE 91 SANTA CRUZ CA 95060 15000 0 DIABETES & CONTRIBUTING FACTORS PVUSDSTARLGHT & CESAR CHAVEZ 440 ARTHUR DRIVE WATSONVILLE CA 95076 770375541 15000 0 DIABETES & CONTRIBUTING FACTORS SALUD PARA LA GENTE 195 AVIATION WAY SUITE 200 WATSONVILLE CA 95076 942705747 8650 0 DENTAL CARE CHILDREN OF MIGRANT ED UNITED WAY OF SANTA CRUZ COUNTY PO BOX 1458 CAPITOLA CA 95010 941422471 6000 0 COMMUNITY ASSESSMENT PROJECT VOLUNTEER CENTER SANTA CRUZ 1740 17TH AVE SUITE 2 SANTA CRUZ CA 95062 941702678 8850 0 BEAT BACK DIABETES PROGRAM WATSAPTOS ADULT EDUCA 294 GREEN VALLEY ROAD WATSONVILLE CA 95076 770375541 10000 0 HEALTH CAREER SCHOLARSHIPS 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 6000 0 SUPPORT HEALTH STUDIES 13 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 33805 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 = $201239