THE HEALTH TRUST: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HEALTH TRUST (EIN 94-6050231)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-01-13
- IRS object ID
- 202620139349301737
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-13T13:38:07-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W SAN FERNANDO ST STE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946050231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 4085138700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 NEWBERRY DRIVE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY ITON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4085138700 | PhoneNum |
| Signature | 2026-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 4082006400 | PhoneNum |
| Preparation | 2026-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANTHONY ITON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 NEWBERRY DRIVE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $77,684,904 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD HEALTH EQUITY IN SILICON VALLEY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,324,158 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,174,767 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,903,871 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,147,733 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,899,016 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,739,338 | CYInvestmentIncomeAmt |
| PY Other Revenue | $409,410 | PYOtherRevenueAmt |
| CY Other Revenue | $453,230 | CYOtherRevenueAmt |
| PY Total Revenue | $21,536,455 | PYTotalRevenueAmt |
| CY Total Revenue | $16,515,068 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,357,028 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,690,384 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,009,765 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,162,118 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $51,825 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $23,250 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $430,806 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,296,389 | PYOtherExpensesAmt |
| CY Other Expenses | $4,084,921 | CYOtherExpensesAmt |
| PY Total Expenses | $22,715,007 | PYTotalExpensesAmt |
| CY Total Expenses | $9,960,673 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,178,552 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,554,395 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,922,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,803,917 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,279,376 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,636,814 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $127,642,887 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $134,167,103 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION IS TO BUILD HEALTH EQUITY IN SILICON VALLEY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $4,234,191 | ExpenseAmt |
| Grant | $3,657,000 | GrantAmt |
| Revenue | $35,800 | RevenueAmt |
| Desc | GRANT MAKING:AS A FUNDER, THE HEALTH TRUST INVESTS IN COMMUNITY-BASED ORGANIZATIONS AND PUBLIC AGENCIES ADVANCING HEALTH EQUITY AND SYSTEMS-LEVEL CHANGE.ANNUALLY, THE HEALTH TRUST COMMITS TO INVEST OVER $2.3 MILLION THROUGH ITS ENDOWMENT, WHICH PROVIDES A DIRECT BENEFIT TO RESIDENTS OF SANTA CLARA AND NORTHERN SAN BENITO COUNTIES. THESE RESTRICTED DOLLARS ARE AWARDED THROUGH HEALTH PARTNERSHIP GRANTS, WHERE THE HEALTH TRUST INVESTS IN ORGANIZATIONS, PROGRAMS, AND PROJECTS THAT SEEK TO ADDRESS HEALTH INEQUALITY, PRIORITIZING DEEPLY IMPACTED COMMUNITIES. THE HEALTH TRUST FOCUSES ON KEY DRIVERS OF HEALTH, LIKE (CONTINUED ON SCHEDULE O) FOOD AND NUTRITION, CHRONIC DISEASE PREVENTION AND MANAGEMENT, HOUSING SUPPORT, AND OTHER APPROACHES TO BUILDING HEALTH EQUITY.THE HEALTH TRUST'S PHILANTHROPIC INVESTMENTS ARE GUIDED BY A REGIONAL HEALTH-EQUITY FRAMEWORK THAT SEEKS TO ALIGN GOVERNMENT, PHILANTHROPY, AND THE COMMUNITY AROUND SHARED PRIORITIES. FUNDING APPROACHES INCLUDE MULTI-YEAR HEALTH PARTNERSHIP GRANTS, COMMUNITY GRANTS, AND RAPID RESPONSE GRANTS THAT COLLECTIVELY STRENGTHEN THE CAPACITY OF LOCAL ORGANIZATIONS TO DRIVE MEASURABLE AND LASTING IMPACT.DURING THE YEAR ENDED JUNE 30, 2025, THE HEALTH TRUST AWARDED $3.65 MILLION, PARTNERING WITH 77 NONPROFIT AND PUBLIC-SECTOR ORGANIZATIONS THROUGH GRANTS, CONVENINGS, AND COLLABORATIVE INITIATIVES. GRANTMAKING SUPPORTED A RANGE OF STRATEGIES FROM RAPID-RESPONSE EFFORTS ADDRESSING URGENT COMMUNITY NEEDS TO LONG-TERM INVESTMENTS IN FOOD-SYSTEM TRANSFORMATION, HOUSING STABILITY, AND POLICY ADVOCACY THAT TACKLES STRUCTURAL INEQUITIES.IN AN EFFORT TO DEEPEN ITS IMPACT, THE HEALTH TRUST REMAINS DEDICATED TO COLLABORATIVELY FUNDING INITIATIVES WITH LIKE-MINDED PARTNERS. IT SUCCESSFULLY CO-FUNDED FOUR PROJECTS, CONTRIBUTING $747,000 FROM ITS RESTRICTED FUND AND LEVERAGING AN ADDITIONAL $700,000 FROM OTHER FUNDING SOURCES, RESULTING IN A TOTAL INVESTMENT OF $1,447,000 IN ITS COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,721,157 | ExpenseAmt |
| Grant | $33,384 | GrantAmt |
| Revenue | $1,111,933 | RevenueAmt |
| Desc | ADVOCACY:AS AN ADVOCATE, THE HEALTH TRUST CHAMPIONS SYSTEMS AND POLICY CHANGES THAT ALIGN WITH ITS MISSION AND FOCUS AREAS. THT COLLABORATES WITH COMMUNITY LEADERS, RESIDENTS, AND POLICYMAKERS TO ADVANCE INITIATIVES SUCH AS EQUITABLE FOOD SYSTEMS, BEHAVIORAL-HEALTH WORKFORCE DEVELOPMENT, AND ECONOMIC-MOBILITY STRATEGIES.THROUGH THIS WORK, THT SERVES AS A TRUSTED CONVENER AND BACKBONE ORGANIZATION ALIGNING PARTNERS ACROSS SECTORS TO ADDRESS THE ROOT CAUSES OF HEALTH DISPARITIES. ADVOCACY EFFORTS EMPHASIZE DATA-DRIVEN DECISION-MAKING, COMMUNITY VOICE, AND (CONTINUED ON SCHEDULE O) COLLECTIVE ACTION AS ESSENTIAL COMPONENTS OF A HEALTHY AND JUST SILICON VALLEY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,955,348 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 121 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 103 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085138700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 NEWBERRY DRIVE SUITE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| LISA YARBROUGH-GAUTHIER | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID O'REILLY | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHELE LEW | |||||||||
| SECRETARY (THRU 06/25) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRAD BARON | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WEI-TING CHEN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BEN DUBIN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NEYSA FLIGOR | |||||||||
| BOARD MEMBER (THRU 10/24) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREG HENDERSON | |||||||||
| BOARD MEMBER (THRU 06/25) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RHONDA MCCLINTON-BROWN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAJAN NARANG | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD REGINELLI | |||||||||
| BOARD MEMBER (THRU 06/25) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EFREN ROSAS MD | |||||||||
| BOARD MEMBER (THRU 06/25) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRAIG STEPHENS PHD | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMY CHAN CAO THRU 0624 | |||||||||
| INTERIM CFO (START 07/24) | 40.00 | Yes (X) | $297,374 | $0 | $71,420 | ||||
| MARIA GARCIA | |||||||||
| VP OF PROGRAMS & STRATEGY | 40.00 | $163,459 | $0 | $17,906 | Yes (X) | ||||
| SHUANTA MCGEE | |||||||||
| VP OF PROGRAMS (THRU 06/24) | 40.00 | $140,669 | $0 | $8,169 | Yes (X) | ||||
| ELISA KOFF-GINSBORG | |||||||||
| DIRECTOR OF MENTAL HEALTH | 40.00 | $174,042 | $0 | $12,755 | Yes (X) | ||||
| MATTHEW VANDERWERF | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | $156,172 | $0 | $25,213 | Yes (X) | ||||
| NGOC HO | |||||||||
| DIRECTOR OF BUSINESS OPERATIONS | 40.00 | $136,430 | $0 | $9,240 | Yes (X) | ||||
| YUKIKO HATANAKA | |||||||||
| CLINICAL SUPERVISOR (THRU 6/24) | 40.00 | $123,313 | $0 | $1,988 | Yes (X) | ||||
| MICHELE LEW | |||||||||
| CEO (THRU 06/24) | 40.00 | $267,532 | $0 | $15,769 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,458,991 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $162,460 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOAVES & FISHES FAMILY KITCHEN | |||||
| 1500 BERGER DR | SAN JOSE | CA | 95112 | FOOD & NUTRITION SERVICES | $782,627 |
| 10TH AVENUE CONSULTING LLC | |||||
| 158 LAKE HAVEN LN | NORMANDY | TN | 37360 | SALESFORCE CONSULTING | $401,926 |
| PARADOX TECHNOLOGY | |||||
| 47000 WARM SPRINGS BLVD | FREMONT | CA | 94539 | IT SUPPORT | $204,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $280,326 | MembershipDuesAmt |
| Government Grants | $1,290,995 | GovernmentGrantsAmt |
| All Other Contributions | $603,446 | AllOtherContributionsAmt |
| Total Contributions | $2,174,767 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH TRUST PROGRAMS | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $1,147,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,147,733 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,147,733 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,089,848 | TotalRevenueColumnAmt |
| Exclusion | $7,089,848 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $780,939 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $327,709 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $453,230 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $453,230 | TotalRevenueColumnAmt |
| Exclusion | $453,230 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,484,067 | SecuritiesAmt |
| Other | $7,550 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,682,465 | SecuritiesAmt |
| Other | $159,662 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,801,602 | SecuritiesAmt |
| Other | -$152,112 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,649,490 | TotalRevenueColumnAmt |
| Exclusion | $5,649,490 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,515,068 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,147,733 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,192,568 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,690,384 | TotalAmt |
| Program Services | $3,690,384 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,283 | TotalAmt |
| Program Services | $309,636 | ProgramServicesAmt |
| Management And General | $326,517 | ManagementAndGeneralAmt |
| Fundraising | $61,130 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,594 | TotalAmt |
| Program Services | $377,683 | ProgramServicesAmt |
| Management And General | $279,247 | ManagementAndGeneralAmt |
| Fundraising | $120,664 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,837 | TotalAmt |
| Program Services | $10,787 | ProgramServicesAmt |
| Fundraising | $1,050 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,135 | TotalAmt |
| Program Services | $182,597 | ProgramServicesAmt |
| Management And General | $142,283 | ManagementAndGeneralAmt |
| Fundraising | $41,255 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,269 | TotalAmt |
| Program Services | $87,403 | ProgramServicesAmt |
| Management And General | $199,164 | ManagementAndGeneralAmt |
| Fundraising | $22,702 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,163 | TotalAmt |
| Management And General | $11,163 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,660 | TotalAmt |
| Management And General | $426,660 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477 | TotalAmt |
| Program Services | $477 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,250 | TotalAmt |
| Fundraising | $23,250 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,436 | TotalAmt |
| Management And General | $543,436 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,105 | TotalAmt |
| Program Services | $45,577 | ProgramServicesAmt |
| Management And General | $241,011 | ManagementAndGeneralAmt |
| Fundraising | $48,517 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,062 | TotalAmt |
| Program Services | $3,233 | ProgramServicesAmt |
| Management And General | $16,293 | ManagementAndGeneralAmt |
| Fundraising | $6,536 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,449 | TotalAmt |
| Program Services | $38,247 | ProgramServicesAmt |
| Management And General | $91,664 | ManagementAndGeneralAmt |
| Fundraising | $9,538 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,835 | TotalAmt |
| Program Services | $4,928 | ProgramServicesAmt |
| Management And General | $4,741 | ManagementAndGeneralAmt |
| Fundraising | $166 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,786 | TotalAmt |
| Program Services | $7,060 | ProgramServicesAmt |
| Management And General | $4,823 | ManagementAndGeneralAmt |
| Fundraising | $4,903 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,875 | TotalAmt |
| Management And General | $3,875 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,882 | TotalAmt |
| Program Services | $21,476 | ProgramServicesAmt |
| Management And General | $47,374 | ManagementAndGeneralAmt |
| Fundraising | $5,032 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,926 | TotalAmt |
| Program Services | $15,684 | ProgramServicesAmt |
| Management And General | $59,546 | ManagementAndGeneralAmt |
| Fundraising | $3,696 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCHASED SERVICES | $2,299,712 | $2,120,081 | $115,485 | $64,146 |
| OTHER MISC EXPENSES | $95,425 | $32,400 | $45,189 | $17,836 |
| DUES AND SUBSCRIPTIONS | $24,128 | $7,695 | $16,048 | $385 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,960,673 | TotalAmt |
| Program Services | $6,955,348 | ProgramServicesAmt |
| Management And General | $2,574,519 | ManagementAndGeneralAmt |
| Fundraising | $430,806 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,029 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,421,144 | BOYAmt |
| EOY | $2,203,285 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,473 | BOYAmt |
| EOY | $62,581 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,380,852 | BOYAmt |
| EOY | $368,681 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,608 | BOYAmt |
| EOY | $72,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,083,305 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,289,929 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,120,227 | BOYAmt |
| EOY | $3,793,376 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,096,362 | BOYAmt |
| EOY | $98,562,355 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,339,881 | BOYAmt |
| EOY | $31,533,827 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,215 | BOYAmt |
| EOY | $43,215 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,472 | BOYAmt |
| EOY | $139,561 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,922,263 | BOYAmt |
| EOY | $136,803,917 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,338,057 | BOYAmt |
| EOY | $1,501,787 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,203 | BOYAmt |
| EOY | $1,045,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,493 | BOYAmt |
| EOY | $1,934 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,623 | BOYAmt |
| EOY | $88,093 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,279,376 | BOYAmt |
| EOY | $2,636,814 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,459,831 | BOYAmt |
| EOY | $131,014,564 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,183,056 | BOYAmt |
| EOY | $3,152,539 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,642,887 | BOYAmt |
| EOY | $134,167,103 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,922,263 | BOYAmt |
| EOY | $136,803,917 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,554,395 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$30,179 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,870,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,124,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,920,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,324,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,174,767 | CurrentTaxYearAmt |
| Total | $56,414,555 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,870,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,124,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,920,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,324,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,174,767 | CurrentTaxYearAmt |
| Total | $56,414,555 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $56,414,555 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,749,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,568,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,437,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,977,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,870,787 | CurrentTaxYearAmt |
| Total | $35,603,972 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,978 | CurrentTaxYearMinus1YearAmt |
| Total | $3,978 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,500 | CurrentTaxYearMinus3YearsAmt |
| Total | $3,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $92,026,005 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,093,239 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support PY509 | 0.70710 | PublicSupportPY509Pct |
| Investment Income PY | 0.29280 | InvestmentIncomePYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $477 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $477 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,960,196 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,960,673 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $648,034 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $162,009 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $648,034 | CurrentYearAmt |
| Total | $3,648,034 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,472,051 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $27,550 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,354 | CurrentYearMinus2Amt |
| Current Year Minus1 | $9,303 | CurrentYearMinus1Amt |
| Current Year | $477 | CurrentYearAmt |
| Total | $38,684 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $162,009 | CurrentYearAmt |
| Total | $912,009 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,368,014 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $425,043 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,494 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,861 | OtherExpendituresAmt |
| End Year Balance | $468,676 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $384,054 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $41,753 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,764 | OtherExpendituresAmt |
| End Year Balance | $425,043 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $360,004 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,834 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,784 | OtherExpendituresAmt |
| End Year Balance | $384,054 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $398,720 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$38,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,584 | OtherExpendituresAmt |
| End Year Balance | $360,004 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,114 | BeginningYearBalanceAmt |
| Contributions | $51,000 | ContributionsAmt |
| Investment Earnings Or Losses | $81,963 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,357 | OtherExpendituresAmt |
| End Year Balance | $398,720 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.52100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,350,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,350,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,053,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,718,518 | DepreciationAmt |
| Book Value | $1,335,057 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $679,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $571,411 | DepreciationAmt |
| Book Value | $108,319 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,793,376 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REIT EQUITIES - MCMORGAN | $1,820,767 | F |
| VENTURE CAPITAL FUNDS AND LIMITED PARTNERSHIPS | $783,204 | F |
| SEI CORE | $5,488,819 | F |
| SEI GPA IV | $5,275,121 | F |
| SEI ENERGY DEBT | $297,010 | F |
| SEI HEDGE FD | $13,075,241 | F |
| SEI SECOND OPPORTUNITIES | $3,181,270 | F |
| SEI GLOBAL PRIVATE ASSETS V | $1,612,395 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $31,533,827 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCE LEASE LIABILITY | Desc |
| Amt | $88,093 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $88,093 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS (BOOK VALUE) | TypeOfActivitiesConductedTxt |
| Specific Services Provided | SEI HEDGE FUND AND LEGACY VENTURE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $13,785,634 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $13,785,634 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $13,785,634 | TotalSpentAmt |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYELLEN GLEASON & ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N GRANADA AVE | AddressLine1Txt |
| City | ALHAMBRA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $185 | GrossReceiptsAmt |
| Retained By Contractor | $23,250 | RetainedByContractorAmt |
| Net To Organization | -$23,065 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $185 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $23,250 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$23,065 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT | ||||||||
| 1897 ALUM ROCK AVE SUITE 35 | SAN JOSE | CA | 95116 | 770555838 | 501(C)(3) | $125,000 | $0 | TO SUPPORT AMIGOS PLANS TO STRENGTHEN THE AGENCYS FOUNDATION AND CONTINUE PROVIDING QUALITY SERVICES IN ORDER TO SERVE THE COMMUNITY. |
| BAY AREA WOMENS SPORTS INITIATIVE INC | ||||||||
| 1922 THE ALAMEDA SUITE 420 | SAN JOSE | CA | 95126 | 550897084 | 501(C)(3) | $75,000 | $0 | TO EXPAND ITS LEADERSHIP ACCELERATOR FOR GIRLS THROUGH SPORT AT W.C. OVERFELT HIGH SCHOOL IN EAST SAN JOSE, EMPOWERING HIGH SCHOOL GIRLS THROUGH SPORTS, LEADERSHIP DEVELOPMENT, AND SOCIAL-EMOTIONAL LEARNING TO BOOST CONFIDENCE, CONNECTION, AND LONG-TERM HEALTH OUTCOMES. |
| COMMUNITY FOOD BANK OF SAN BENITO COUNTY | ||||||||
| 1133 SAN FELIPE ROAD | HOLLISTER | CA | 95023 | 770306871 | 501(C)(3) | $120,000 | $0 | TO STRENGTHEN THE FOOD BANKS OPERATIONS AND PROGRAMS BY INCORPORATING A SECOND MOBILE PANTRY FOR THE SAN BENITO COUNTY COMMUNITY. THIS PANTRY WOULD WORK TO ESTABLISH A PRESENCE IN THE MORE RURAL AREAS OF SAN BENITO COUNTY INCLUDING SAN JUAN BAUTISTA, SAN FELIPE, AND RIDGEMARK. |
| COMMUNITY HEALTH PARTNERSHIP | ||||||||
| 408 N CAPITOL AVE | SAN JOSE | CA | 95133 | 770352645 | 501(C)(3) | $100,000 | $0 | TO INCREASE THE ORGANIZATIONS "KNOW YOUR RIGHTS" ADVOCACY AND COMMUNICATION EFFORTS AND TO INCREASE PATIENT ENGAGEMENT WITH SANTA CLARA COUNTY'S HEALTH CARE SAFETY NET IN ORDER TO HELP CLOSE GAPS IN CARE. |
| COMMUNITY SEVA INC | ||||||||
| 3113 PINOT GRIGIO PL | SAN JOSE | CA | 951352060 | 463038992 | 501(C)(3) | $50,000 | $0 | TO PROVIDE HOT, NUTRITIOUS MEALS TO THE UNHOUSED COMMUNITY, THROUGH CAPACITY AND OPERATIONAL SUPPORT OF COMMUNITY SEVAS NEW CENTRALIZED KITCHEN, SEVA KITCHEN. |
| FAMILY SUPPORTIVE HOUSING INC | ||||||||
| 692 N KING ROAD | SAN JOSE | CA | 95133 | 770106237 | 501(C)(3) | $125,000 | $0 | TO SUPPORT FAMILY SUPPORTIVE HOUSINGS SHELTER AND AFTERCARE PROGRAM, CONTRIBUTING TO ITS LONG-TERM SUSTAINABILITY, ENSURING CONTINUOUS SUPPORT FOR THE FAMILIES THEY SERVE. |
| FRESH APPROACH | ||||||||
| 5060 COMMERCIAL CIRCLE | CONCORD | CA | 94520 | 262438206 | 501(C)(3) | $50,000 | $0 | TO DEVELOP A PATHWAY FOR CONTRACTING, BUILDING STRATEGIC RELATIONSHIPS, AND EFFECTIVELY NAVIGATING NEGOTIATIONS WITH HEALTH PLANS, WHILE ESTABLISHING CALAIM REIMBURSEMENT STATUS FOR FRESH APPROACHS COMMUNITY-BASED PRODUCE PRESCRIPTION NUTRITION INTERVENTIONS. |
| GARDNER HEALTH SERVICES | ||||||||
| 160 EAST VIRGINIA STREET SUITE 100 | SAN JOSE | CA | 95112 | 941743078 | 501(C)(3) | $205,000 | $0 | TO IMPROVE DIABETES MANAGEMENT AT GARDNERS GILROY HEALTH CENTER, ENHANCING CARE QUALITY AND OUTCOMES FOR VULNERABLE PATIENTS. |
| HUNGER AT HOME | ||||||||
| 1560 BERGER DRIVE | SAN JOSE | CA | 95112 | 475462753 | 501(C)(3) | $150,000 | $0 | TO ADDRESS FOOD INSECURITY AMONG COLLEGE STUDENTS BY LAUNCHING A FREE NUTRITIOUS MEAL PROGRAM THROUGH THE SPARTAN FOOD PANTRY AT SAN JOSE STATE UNIVERSITY. |
| INDIAN HEALTH CENTER OF SANTA CLARA VALLEY INC | ||||||||
| 1333 MERIDIAN AVE | SAN JOSE | CA | 95125 | 942476242 | 501(C)(3) | $180,000 | $0 | TO STRENGTHEN ITS DIABETES CARE PROGRAM, REDUCING COMPLICATIONS AND IMPROVING OUTCOMES FOR PATIENTS IN SANTA CLARA COUNTY. |
| KOREAN AMERICAN COMMUNITY SERVICES | ||||||||
| 136 BURTON AVE | SAN JOSE | CA | 95112 | 942659848 | 501(C)(3) | $125,000 | $0 | TO STRENGTHEN ITS ORGANIZATIONAL CAPACITY TO SUPPORT THE HEALTH AND WELL-BEING OF THE KOREAN AND AAPI COMMUNITY THROUGH FOOD AND WELLNESS SERVICES. |
| LOAVES & FISHES FAMILY KITCHEN | ||||||||
| 1534 BERGER DR | SAN JOSE | CA | 951122703 | 770370874 | 501(C)(3) | $32,374 | $0 | BROADWAY CARES GRANT AWARD - REMAINING FY23 & FY24 |
| MOMENTUM FOR HEALTH | ||||||||
| 1922 THE ALAMEDA | SAN JOSE | CA | 95126 | 941496052 | 501(C)(3) | $100,000 | $0 | TO IMPLEMENT MOMENTUMS MENTAL HEALTH FIRST AID (MHFA) IN SANTA CLARA UNIFIED SCHOOL DISTRICT (SCUSD). |
| PARENTS HELPING PARENTS INC | ||||||||
| 1400 PARKMOOR AVE UNIT 100 | SAN JOSE | CA | 95126 | 942814246 | 501(C)(3) | $75,000 | $0 | TO SUPPORT DEVELOPMENT OF A COMPREHENSIVE COMMUNITY ENGAGEMENT STRATEGY, INCORPORATING BOTH ONLINE AND IN-PERSON OPPORTUNITIES FOR PARENTS OF CHILDREN WITH DISABILITIES TO CONNECT. |
| ROOTS COMMUNITY HEALTH CENTER | ||||||||
| 7272 MACARTHUR BOULEVARD | OAKLAND | CA | 94605 | 262583954 | 501(C)(3) | $200,000 | $0 | TO BOLSTER ITS TYPE 2 DIABETES MANAGEMENT PROGRAM BY LEVERAGING TECHNOLOGY AND PERSONALIZED CARE TO CREATE SUSTAINABLE, IMPACTFUL CHANGE FOR COMMUNITIES OF AFRICAN DESCENT. |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | 942614101 | 501(C)(3) | $150,000 | $0 | TO SUPPORT FOOD DISTRIBUTION PROGRAMS IN SOUTH SANTA CLARA COUNTY AND ASSIST WITH CALFRESH ENROLLMENT TO FURTHER COMBAT FOOD INSECURITY. |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 444 CASTRO STREET SUITE 140 | MOUNTAIN VIEW | CA | 94041 | 205205488 | 501(C)(3) | $450,000 | $0 | TO IDENTIFY AND FUND COMMUNITY-LED ORGANIZATIONS AND/OR INITIATIVES TO IMPROVE HEALTH OUTCOMES IN SANTA CLARA COUNTY. |
| SILICON VALLEY COUNCIL OF NONPROFITS | ||||||||
| 1400 PARKMOOR AVE STE 130 | SAN JOSE | CA | 951263797 | 770524747 | 501(C)(3) | $100,000 | $0 | TO SUPPORT SVCN'S NONPROFIT RESILIENCE PROJECT, A MULTIFACETED INITIATIVE TO ENSURE THE NONPROFIT SECTOR REMAINS RESILIENT, INFORMED, AND WELL-COORDINATED TO ADVOCATE FOR HEALTH EQUITY AND COMMUNITY WELL-BEING. |
| SUNNYVALE COMMUNITY SERVICES | ||||||||
| 1160 KERN AVENUE | SUNNYVALE | CA | 94085 | 941713897 | 501(C)(3) | $102,800 | $0 | TO SCALE ITS FOOD OPERATIONS BY UPGRADING WAREHOUSE SYSTEMS AND TECHNOLOGY TO MEET THE GROWING FOOD NEEDS IN THE COMMUNITY. |
| THE UNITY CARE GROUP | ||||||||
| 1400 PARKMOOR AVENUE SUITE 115 | SAN JOSE | CA | 95126 | 770323115 | 501(C)(3) | $120,000 | $0 | TO LAUNCH A NEW INITIATIVE TO EMBED SUBSTANCE USE PREVENTION AND RECOVERY SUPPORT INTO ITS CASE MANAGEMENT PROGRAMS FOR YOUTH AGES 18 TO 24 AGING OUT OF FOSTER CARE. |
| VALLEY HEALTH FOUNDATION | ||||||||
| 2400 CLOVE DR | SAN JOSE | CA | 95128 | 770187890 | 501(C)(3) | $300,000 | $0 | TO FACILITATE THE BUILDING OF PARTNERSHIPS AND A FRAMEWORK FOR A NEW, LONG-TERM VISION FOR LOCAL HEALTH DEPARTMENTS AND ADVANCE A SUSTAINED PRESENCE FOR PHILANTHROPY IN SUPPORT OF PUBLIC HEALTHS ESSENTIAL WORK. |
| VEGGIELUTION | ||||||||
| 647 S KING RD | SAN JOSE | CA | 95116 | 272021333 | 501(C)(3) | $122,200 | $0 | TO SUPPORT COMMUNITY HEALTH AND WELL-BEING BY STRENGTHENING ITS FARM PRODUCTION TO ENHANCE A LOCAL FOOD SUPPLY CHAIN THAT WILL RESULT IN INCREASED FOOD ACCESSIBILITY AND NUTRITION SECURITY. |
| WEST VALLEY COMMUNITY SERVICES | ||||||||
| 10104 VISTA DR | CUPERTINO | CA | 950142253 | 942211685 | 501(C)(3) | $125,000 | $0 | TO SUPPORT INDIVIDUALS WITH FOOD/NUTRITION AND HOUSING SUPPORT THROUGH ITS CARE PROGRAM. |
| YOUTH ALLIANCE | ||||||||
| 310 FOURTH STREET | HOLLISTER | CA | 95023 | 770377245 | 501(C)(3) | $407,000 | $0 | TO ADDRESS FOOD INSECURITY AND EXPAND WRAPAROUND SUPPORT, INCLUDING TRAUMA-INFORMED CARE INTO ITS PROGRAMS FOR MARGINALIZED YOUTH AND FAMILIES IN SOUTH SANTA CLARA AND NORTHERN SAN BENITO COUNTIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HEALTH TRUST HAS SYSTEMS AND A FORMAL APPLICATION PROCESS IN PLACE FOR ALL APPLICANTS INTERESTED IN RECEIVING FUNDING FROM THE ORGANIZATION. INTERESTED APPLICANTS MUST SUBMIT FUNDING REQUESTS THROUGH THE AGENCY'S BLACKBAUD GRANTMAKING ONLINE PORTAL. OUR PORTAL HAS A FEDERAL TAX VERIFICATION AND WATCH LIST FEATURE. STAFF VERIFIES BOTH THE TAX AND WATCH LIST STATUS FOR ALL GRANT APPLICANTS. IN MARCH 2023, STAFF INCORPORATED AN ADDITIONAL DUE DILIGENCE PROCESS THAT INCLUDES VERIFYING THE ORGANIZATIONS' CALIFORNIA STATE TAX-EXEMPT STATUS THROUGH THE CALIFORNIA FRANCHISE TAX BOARD. COPIES OF THE TAX EXEMPTION (FEDERAL AND STATE) AND WATCH LIST STATUS ARE INCLUDED WITH ALL CHECK REQUESTS, ONCE THE BOARD OF TRUSTEES APPROVES A GRANT. DURING THE LIFE OF A GRANT, STAFF MONITORS THE GRANT REGULARLY. GRANTEES ARE REQUIRED TO PARTICIPATE IN AT LEAST ONE SITE VISIT AND/OR CALL AND SUBMIT AN INTERIM BUDGET REPORT (ALL AT THE MID-POINT OF THE GRANT). FOR GRANTS THAT GO BEYOND A 12-MONTH PERIOD, WE CONDUCT ADDITIONAL SITE VISITS AND/OR CALLS. THE REPORTING REQUIREMENTS ARE INCLUDED IN THE GRANT CONTRACTS AND AWARD LETTERS. DURING THE GRANT MONITORING CHECK-IN, STAFF INQUIRE ABOUT THE STATUS OF THE GRANT, PROJECT GOALS AND OUTCOMES. STAFF ALSO INQUIRES ABOUT THE STATUS OF THE PROJECT BUDGET, CONFIRMING THAT FUNDS ARE BEING SPENT DOWN AS APPROVED BY THE BOARD AND WITHIN THE PROJECTED TIMEFRAME. AS NOTED IN THE GRANT CONTRACT, GRANTEES CAN MAKE LINE ITEM MODIFICATIONS WITHIN THE EXISTING LINE ITEMS, AS LONG AS IT DOES NOT EXCEED 10% OF ANY LINE ITEM. IN THE EVENT THAT NEW LINE ITEMS NEED TO BE INCLUDED OR CHANGES EXCEED THE APPROVED 10%, GRANTEES MUST SUBMIT A BUDGET REVISION TEMPLATE, WITH A JUSTIFICATION OF THE PROPOSED BUDGET CHANGES AND ANY IMPACT THIS CHANGE WILL HAVE ON THE GRANT. BUDGET MODIFICATIONS MUST FIRST BE REVIEWED AND APPROVED BY STAFF. AT THE END OF THE GRANT PERIOD, ALL GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT, BOTH NARRATIVE AND BUDGET REPORT TO CONFIRM THAT ALL FUNDS WERE SPENT ACCORDINGLY. GRANTEES MUST RETURN ANY UNSPENT GRANT FUNDS TO THE HEALTH TRUST. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY CHAN CAO THRU 0624 | ||||||||||||||
| INTERIM CFO (START 07/24) | $296,100 | $0 | $0 | $0 | $1,274 | $0 | $38,292 | $0 | $33,128 | $0 | $368,794 | $0 | $0 | $0 |
| MICHELE LEW | ||||||||||||||
| CEO (THRU 06/24) | $266,826 | $0 | $0 | $0 | $706 | $0 | $9,713 | $0 | $6,056 | $0 | $283,301 | $0 | $0 | $0 |
| ELISA KOFF-GINSBORG | ||||||||||||||
| DIRECTOR OF MENTAL HEALTH | $174,042 | $0 | $0 | $0 | $0 | $0 | $11,213 | $0 | $1,542 | $0 | $186,797 | $0 | $0 | $0 |
| MATTHEW VANDERWERF | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $146,172 | $0 | $10,000 | $0 | $0 | $0 | $10,437 | $0 | $14,776 | $0 | $181,385 | $0 | $0 | $0 |
| MARIA GARCIA | ||||||||||||||
| VP OF PROGRAMS & STRATEGY | $163,459 | $0 | $0 | $0 | $0 | $0 | $10,097 | $0 | $7,809 | $0 | $181,365 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | THE HEALTH TRUST MAINTAINS A 457(F) DEFERRED COMPENSATION PLAN FOR SENIOR EXECUTIVES. CONTRIBUTIONS TO THE PLAN ARE DETERMINED BY THE BOARD OF TRUSTEES EACH YEAR AND SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. FOR THE YEAR ENDED JUNE 30, 2024, THE HEALTH TRUST DID NOT MAKE ANY CONTRIBUTIONS. YUKIKO HATANAKA, CLINICAL SUPERVISOR, RECEIVED A SEVERANCE PAYMENT OF $13,330 IN 2024. SHUANTA MCGEE, VP OF PROGRAMS, RECEIVED A SEVERANCE PAYMENT OF $27,691 IN 2024. |
| PART I, LINE 7 | MATTHEW VANDERWERF, DIRECTOR OF HUMAN RESOURCES, AND NGOC HO, DIRECTOR OF BUSINESS OPERATIONS, RECEIVED NON-FIXED DISCRETIONARY BONUSES BASED ON THE INDEPENDENT DECISION BY THE BOARD OF TRUSTEES BASED ON OVERALL PERFORMANCE AND MARKET COMPENSATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | FOR NEARLY THIRTY YEARS, THE HEALTH TRUST COMBINED DIRECT SERVICE DELIVERY WITH GRANTMAKING AND ADVOCACY TO MEET THE NEEDS OF SILICON VALLEY'S MOST VULNERABLE RESIDENTS. AFTER CAREFUL ANALYSIS, THT DETERMINED THAT THE MOST EFFECTIVE WAY TO CONTINUE ITS MISSION IS BY CONCENTRATING ON ITS CORE STRENGTHS IN POLICY ADVOCACY, GRANTMAKING, AND CATALYTIC SYSTEMS CHANGE. EFFECTIVE JUNE 30, 2024, THE HEALTH TRUST COMPLETED THE MAJORITY OF ITS DIRECT-SERVICE TRANSITIONS, TRANSFERRING ITS FOOD AND NUTRITION, HIV/AIDS SUPPORT, AND HOUSING PROGRAMS TO CAPABLE LOCAL ORGANIZATIONS AND THE COUNTY OF SANTA CLARA. TO ENSURE CONTINUITY OF CARE DURING THIS PROCESS, A FEW REMAINING SERVICE CONTRACTS WERE SUBCONTRACTED TO COMMUNITY-BASED ORGANIZATIONS THAT NOW PROVIDE THESE SERVICES AS PART OF THE FINAL TRANSITION. THROUGH THESE LEGACY PROGRAMS, THT PROVIDED MORE THAN 171,000 MEALS TO 1,057 HOMEBOUND RESIDENTS WITH CHRONIC CONDITIONS AND HOUSING ASSISTANCE TO 50 INDIVIDUALS TO PREVENT HOMELESSNESS DURING THE TRANSITION PERIOD. WITH THESE REMAINING TRANSITIONS COMPLETE, THT IS NOW FOCUSED FULLY ON ITS STRATEGIC ROLE AS A FOUNDATION AND REGIONAL CATALYST FOR HEALTH EQUITY. THIS DIRECT SERVICE EXPERIENCE CONTINUES TO INFORM ITS ADVOCACY AND GRANTMAKING STRATEGIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CAO AND BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A COPY OF CONFLICT OF INTEREST POLICY IS REVIEWED AND EXECUTED BY EACH DIRECTOR AND OFFICER UPON APPOINTMENT OR ELECTION, AND THEN ANNUALLY THEREAFTER. BY EXECUTING THE POLICY THE INDIVIDUAL ACKNOWLEDGES THE POLICY AND AGREES TO COMPLY WITH IT. THE EXECUTED ACKNOWLEDGEMENTS ARE RETAINED IN THE PRINCIPAL OFFICE OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO AND CAO IS REVIEWED BY THE BOARD IN CLOSED SESSION (NO STAFF PRESENT). THE HEALTH TRUST REGULARLY ENGAGES AN OUTSIDE COMPENSATION CONSULTANT TO ARRIVE AT REASONABLE COMPENSATION. THE OUTSIDE CONSULTANT REVIEWS COMPARABILITY DATA FROM COMPENSATION STUDIES AND OTHER SOURCES IN ARRIVING AT A RANGE OF REASONABLE COMPENSATION. THE BOARD REVIEWS THE REPORT AND DATA PROVIDED BY THE OUTSIDE CONSULTANT, TOGETHER WITH EVALUATING PERFORMANCE, AND THEN VOTES ON ANY COMPENSATION ADJUSTMENTS. THE MOST RECENT EXECUTIVE COMPENSATION ANALYSIS WAS COMPLETED IN SEPTEMBER 2018 THROUGH GALLAGHER BENEFITS SERVICES, INC. FOR THE CAO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE HEALTH TRUST'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 NEWBERRY DRIVE SUITE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454919178 | EIN |
| Primary Activities | ACCOUNTING SERVICE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $4,490,690 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,058,138 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| M | $360,088 | COST BASED CONTRACT |
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| Q | $183,848 | COST |
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| J | $71,332 | SIGNED AGREEMENT |
Comments