THE HEALTH TRUST: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE HEALTH TRUST (EIN 94-6050231)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-14
- IRS object ID
- 202230739349301418
- Schema version
- 2020v4.2
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-14T13:02:03-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 LLP | 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 | 2020-07-01 | 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 NO 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE LEW | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4085138700 | PhoneNum |
| Signature | 2022-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELE | PersonFirstNm |
| Person Last | LEW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 4082006400 | PhoneNum |
| Preparation | 2022-03-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELE LEW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 NEWBERRY DRIVE NO 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,032,787 | 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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 133 | TotalEmployeeCnt |
| Total Volunteers | 454 | TotalVolunteersCnt |
| Total Gross UBI | -$18,086 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,046,873 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,870,649 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $604,270 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $492,723 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,851,137 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,708,034 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,318 | PYOtherRevenueAmt |
| CY Other Revenue | $155,654 | CYOtherRevenueAmt |
| PY Total Revenue | $25,557,598 | PYTotalRevenueAmt |
| CY Total Revenue | $21,227,060 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,332,201 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,337,085 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,046,710 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,868,251 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $36,003 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $60,620 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $560,575 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,014,598 | PYOtherExpensesAmt |
| CY Other Expenses | $8,302,188 | CYOtherExpensesAmt |
| PY Total Expenses | $23,429,512 | PYTotalExpensesAmt |
| CY Total Expenses | $20,568,144 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,128,086 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $658,916 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,798,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,810,819 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,959,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,308,139 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,839,635 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $136,502,680 | 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 | 0 | SignificantChangeInd |
| Expense | $5,775,346 | ExpenseAmt |
| Grant | $212,373 | GrantAmt |
| Revenue | $12,137 | RevenueAmt |
| Desc | HOUSING SERVICES:HOUSING SERVICES PROVIDES FINANCIAL SUPPORT, CASE MANAGEMENT, HOUSING NAVIGATION, AND OTHER SUPPORT SERVICES CLIENTS NEED TO REMAIN STABLY HOUSED. THE HEALTH TRUST FOCUSES ON HOUSING SERVICES FOR PEOPLE LIVING WITH HIV/AIDS, PEOPLE WHO HAVE EXPERIENCED CHRONIC HOMELESSNESS, AND FAMILIES WITH CHILDREN AGES 0-5 WHO ARE AT-RISK OF BECOMING HOMELESS. SEE SCHEDULE O CONTINUATIONTHE HEALTH TRUST RECOGNIZES STABLE HOUSING IS A SOCIAL DETERMINANT OF HEALTH, AND STAFF PROVIDE INTENSIVE CASE MANAGEMENT SERVICES THROUGH RAPID REHOUSING, PERMANENT SUPPORTIVE HOUSING, AND RENTAL ASSISTANCE ADMINISTRATION. HOUSING SERVICES REACHES APPROXIMATELY 935 INDIVIDUALS WHO HAVE BEEN HOMELESS ANNUALLY, OF WHICH 170 ARE FOR INDIVIDUALS LIVING WITH HIV/AIDS. SPECIFIC SERVICES INCLUDE:FAMILY SUPPORT SERVICES (FSS) - ASSISTS FAMILIES WITH CHILDREN AGES 0-5 WHO ARE AT RISK OF HOMELESSNESS, PROVIDING A HOMELESSNESS ACUITY ASSESSMENT AND RENTAL ASSISTANCE. FAMILIES WITH NON-ACUTE RISK OF HOMELESSNESS ARE CONNECTED TO LOCAL FAMILY RESOURCE CENTERS FOR CASE MANAGEMENT. IN FY21, 122 FAMILIES RECEIVED HOMELESSNESS PREVENTION SERVICES, AND 104 FAMILIES RECEIVED TOUCH CASE MANAGEMENT AND LINKAGES TO COMMUNITY SERVICES.THE HOME INVESTMENT PARTNERSHIPS PROGRAM (HOME) AND THE RENTAL SUBSIDY ASSISTANCE (RSA) THROUGH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) - PROVIDES A GRADUATED RENTAL ASSISTANCE PROGRAM TO INDIVIDUALS LIVING IN FAIR MARKET REASONABLE (FMR) RENTAL UNITS. RENTAL ASSISTANCE CALCULATIONS INITIALLY ALLOW FOR A CLIENT TO PAY 30% OF FMR UNIT RENT. WITH SUPPORT OVER TWO YEARS, CLIENTS MAY ACHIEVE SELF-SUFFICIENCY AND BE ABLE TO PAY 100% OF THE FMR UNIT RENT. THE HUD HOME AND RSA PROGRAMS SERVED 67 INDIVIDUALS.THE CITY OF SAN JOSE HOUSING AUTHORITY LITIGATION AWARD (CSJ HALA) - PROVIDES RENTAL SUBSIDY ASSISTANCE (RSA) SIMILAR TO THE HOME PROGRAM. IN FY21, THE CSJ HALA PROGRAM SERVED 36 INDIVIDUALS.THE HOUSING PLUS PROJECT (HPP) - SCREENS AND ASSESSES RYAN WHITE CERTIFIED PARTICIPANTS WHO ARE AT RISK OF LOSING HOUSING DUE TO FINANCIAL HARDSHIP, AND PROVIDES SUPPORT SERVICES TO PREVENT DETERIORATION OF CLIENTS' HEALTH. CLIENTS RECEIVE SHORT-TERM FINANCIAL ASSISTANCE AND CASE MANAGEMENT SERVICES. IN FY21, HPP SERVED 17 INDIVIDUALS.HOUSING FOR HEALTH (HFH) PROGRAM - ASSISTS INDIVIDUALS LIVING WITH HIV/AIDS AND SURVIVORS OF INTIMATE PARTNER ABUSE, WHO ARE AT RISK OF HOMELESSNESS. FUNDING RECEIVED FROM THE SANTA CLARA COUNTY OFFICE OF SUPPORTIVE HOUSING AND CITY OF SAN JOSE HELPS CLIENTS MAINTAIN THEIR PERMANENT SUPPORTIVE HOUSING (PSH) STATUS THROUGH CASE MANAGEMENT, HOUSING INSPECTIONS, SERVICE LINKAGES, AND RECERTIFICATIONS. IN FY21, THE HEALTH TRUST SERVED 117 CLIENTS. COORDINATED CARE PROJECT (CCP) - SERVES INDIVIDUALS WHO HAVE EXPERIENCED CHRONIC HOMELESSNESS, PROVIDING CASE MANAGEMENT AS CLIENTS ENTER INTO AND LIVE IN PERMANENT SUPPORTIVE HOUSING UNITS. SOME CLIENTS RECEIVE SUPPORT WITH MANAGING BEHAVIORAL HEALTH ISSUES, HIV/AIDS, AND/OR CRIMINAL JUSTICE INVOLVEMENT. IN FY21, THE HEALTH TRUST SERVED 219 CLIENTS RESIDING AT "SCATTERED PERMANENT SUPPORTIVE HOUSING SITES" ACROSS SANTA CLARA COUNTY.VETERANS ASSISTANCE SUPPORTIVE HOUSING (VASH) - PROVIDES VETERANS AT RISK OF HOMELESSNESS WITH MOVE-IN SUPPORT SERVICES AND FURNITURE ASSISTANCE. IN FY21, THE HEALTH TRUST PROVIDED 263 VETERANS WITH HOME ESSENTIALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,001,717 | ExpenseAmt |
| Grant | $1,843,130 | GrantAmt |
| Revenue | $49,003 | RevenueAmt |
| Desc | CHRONIC DISEASE SERVICES: CHRONIC DISEASE SERVICES PROVIDES COMMUNITY-BASED, CHRONIC DISEASE PREVENTION AND MANAGEMENT RESOURCES TO INDIVIDUALS LIVING WITH COMPLEX HEALTH CONDITIONS.SEE SCHEDULE O CONTINUATION- HIV/AIDS SERVICES - THE HEALTH TRUST IS THE LARGEST NON-MEDICAL HIV/AIDS PROGRAM IN SANTA CLARA COUNTY, PROVIDING A VARIETY OF SERVICES TO LOW-INCOME SANTA CLARA COUNTY RESIDENTS LIVING WITH HIV/AIDS. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, MEDICAL AND NON-MEDICAL CASE MANAGEMENT, CARE COORDINATION, AND FOOD ASSISTANCE - SERVING MORE THAN 700 LOW-INCOME CLIENT- COMMUNITY HEALTH PROMOTION (CHP) AS A PROGRAM OF THE HEALTH TRUST, CHP DELIVERED LINGUISTICALLY INCLUSIVE AND CULTURALLY COMPETENT HEALTH EDUCATION PROGRAMMING IN THE COMMUNITY, PROVIDING HEALTH NAVIGATIONAL SUPPORT, AND ENROLLING THOUSANDS OF CHILDREN AND FAMILIES IN HEALTH INSURANCE. IN ORDER TO SUSTAIN AND MAXIMIZE CHP'S SERVICES GOING FORWARD, THE HEALTH TRUST TRANSITIONED THE PROGRAM TO A LOCAL NONPROFIT, COMMUNITY HEALTH PARTNERSHIP AND TO THE SANTA CLARA FAMILY HEALTH PLAN AT THE END OF THE FISCAL YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,158,798 | ExpenseAmt |
| Grant | $2,281,582 | GrantAmt |
| Revenue | $431,583 | RevenueAmt |
| Desc | FOOD & NUTRITION SERVICES: FOOD & NUTRITION SERVICES FOCUSES ON PROVIDING NUTRITIONALLY APPROPRIATE FOOD TO MEET THE COMPLEX HEALTH CONDITIONS OF OUR MOST VULNERABLE POPULATIONS. SPECIFIC SERVICES INCLUDE:SEE SCHEDULE O CONTINUATIONFOOD IS MEDICINE - THE HEALTH TRUST, AS A MEMBER OF THE CALIFORNIA FOOD IS MEDICINE COALITION (CAL FIMC), IS PARTICIPATING IN A STATEWIDE MEDI-CAL MEDICALLY TAILORED MEALS PILOT PROGRAM FOR PATIENTS WITH CONGESTIVE HEART FAILURE. THE GOAL OF THE PROGRAM IS TO REDUCE 30-DAY AND 90-DAY HOSPITAL READMISSIONS FOR PARTICIPATING CLIENTS, REDUCE HEALTHCARE COSTS, AND IMPROVE HEALTH OUTCOMES. THE 122 CLIENTS SERVED BY THE HEALTH TRUST IN THIS PROGRAM RECEIVED OVER 17,000 MEALS AND OVER 300 REGISTERED DIETITIAN SESSIONS. AS THE PILOT IS WINDING DOWN IN FY22, THE STATE OF CALIFORNIA AWARDED BRIDGE FUNDING TO SUSTAIN CAL FIMC SERVICES UNTIL MEDI-CAL REIMBURSEMENT MECHANISMS ARE IMPLEMENTED FOR MEDICALLY TAILORED MEALS.MEALS ON WHEELS - DELIVERS HOT, NUTRITIOUS MEALS FIVE DAYS A WEEK, WITH THE OPTION OF A ONCE-A-WEEK DELIVERY OF FROZEN MEALS, TO SENIORS AND ADULTS WITH DISABILITIES. IN ADDITION TO THE MEALS, DRIVERS ALSO PROVIDE WEEKLY WELLNESS CHECKS, MAKING SURE THAT CLIENTS ARE SAFE, ALERT, AND STABLE. THE HEALTH TRUST'S MEALS ON WHEELS PROGRAM CONTINUES TO KEEP PACE IN ADDRESSING FOOD INSECURITY AND COMMUNITY NEEDS ASSOCIATED WITH THE ONGOING IMPACTS OF THE PANDEMIC. THE HEALTH TRUST PROVIDED MORE THAN 285,000 MEALS AND MORE THAN 100,000 WELLNESS CHECKS FOR OLDER ADULTS AND DISABLED INDIVIDUALS DURING THE FISCAL YEAR.FRIENDS FROM MEALS ON WHEELS - IS A FRIENDLY VISITOR PROGRAM AIMED AT DECREASING SOCIAL ISOLATION BY PROVIDING MORE THAN 2,600 FRIENDLY VISITS OR PHONE CALLS TO OLDER ADULTS. IN CLIENT SURVEYS, 87% OF CLIENTS REPORTED THAT PARTICIPATING IN THE PROGRAM MADE THEM FEEL MORE SOCIALLY CONNECTED.JERRY LARSON FOODBASKET - IS A COMMUNITY HUB THAT PROVIDES HIGH QUALITY FOOD AND NUTRITION SERVICES, AS WELL AS ENGAGEMENT OPPORTUNITIES FOR VOLUNTEERS. ANNUALLY, THE HEALTH TRUST DISTRIBUTES MORE THAN 220,000 POUNDS OF FOOD DONATED BY SECOND HARVEST OF SILICON VALLEY TO CLIENTS IN THE HEALTH TRUST'S PROGRAMS.FOOD IN HOUSING - INCREASES FOOD SECURITY FOR HIGH-NEED PERMANENT SUPPORTIVE HOUSING CLIENTS BY PROVIDING THEM WITH NUTRITIONALLY APPROPRIATE BAGS OR BOXES OF FOOD.PRODUCE MOBILE AT TROPICANA - IN PARTNERSHIP WITH SECOND HARVEST OF SILICON VALLEY, EVERY FIRST WEDNESDAY OF THE MONTH, FRESH PRODUCE AND USDA FOOD ITEMS ARE DISTRIBUTED TO COMMUNITY MEMBERS AT THE TROPICANA SHOPPING CENTER IN EAST SAN JOSE. APPROXIMATELY 273,000 POUNDS OF FOOD IS DISTRIBUTED TO THE COMMUNITY, REACHING MORE THAN 3,000 HOUSEHOLDS PER YEAR. THE PRODUCE MOBILE WAS REBRANDED AS "FREE GROCERY" DURING FY21.FOOD ACCESS PILOT PROJECT - IN PARTNERSHIP WITH THE STATE OFFICE OF AIDS, THE HEALTH TRUST DEVELOPED THE FOOD ACCESS PILOT PROJECT (FAPP) FOR PEOPLE LIVING WITH HIV/AIDS IN THREE UNDERSERVED RURAL CALIFORNIA COUNTIES. BASED ON AN INTAKE NUTRITION ASSESSMENT, FAPP AIMED TO PROVIDE APPROXIMATELY 30% OF THE DAILY CALORIC NEEDS TO 148 CLIENTS WHO LACK OPTIMAL NUTRITION. WITH THE CONCLUSION OF THE PILOT PROJECT IN SEPTEMBER OF 2020, UCSF RESEARCHERS FOUND THAT FAPP ENROLLMENT WAS ASSOCIATED WITH IMPROVEMENT IN HIV HEALTH OUTCOMES, ACHIEVEMENT OF VIRAL SUPPRESSION, AND IMPROVED IMMUNE RESPONSE FOR EVERY SIX MONTHS IN THE PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,935,861 | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | 302 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 133 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 |
| 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 | 3315 ALMADEN EXPWY SUITE 10 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID NEIGHBORS CPA MST | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOANN ZIMMERMAN RN | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EMILY LAM MPP | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRIA FELTON MPH | ||||||||
| BOARD MEMBER (LEFT 04/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANALILIA GARCIA DRPH MPH | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM HEERWAGEN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG HENDERSON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| UJJAL KOHLI | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMILLE LLANES-FONTANILLA MPA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RITA NGUYEN MD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN RAVEL | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD REGINELLI | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EFREN ROSAS MD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG STEPHENS PHD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE LEW | ||||||||
| CEO | 40.00 | Yes (X) | $318,145 | $0 | $46,510 | |||
| AMY CHAN | ||||||||
| CAO | 40.00 | Yes (X) | $198,243 | $0 | $22,520 | |||
| KELLY CHAU | ||||||||
| SR. VP OF PROGRMS | 40.00 | $162,042 | $0 | $9,687 | Yes (X) | |||
| CARLENE SCHMIDT | ||||||||
| DIR. OF DEVELOPMENT | 40.00 | $124,839 | $0 | $21,898 | Yes (X) | |||
| JENNIFER VANAMAN | ||||||||
| DIR. OF AIDS SERVICES | 40.00 | $108,893 | $0 | $10,610 | Yes (X) | |||
| MARIA GARCIA | ||||||||
| PROG. OFFICER, GRANTS | 40.00 | $115,306 | $0 | $10,785 | Yes (X) | |||
| MATTHEW VANDERWERF | ||||||||
| DIRECTOR OF HR | 40.00 | $111,039 | $0 | $12,106 | Yes (X) | |||
| JORGE WONG | ||||||||
| DIR. OF HOUSING SERVICES | 40.00 | $119,660 | $0 | $4,585 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,258,167 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $138,701 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PARADOX TECHNOLOGY | |||||
| 47000 WARM SPRINGS BLVD | FREMONT | CA | 94539 | IT SUPPORT | $186,745 |
| HEALTHIER KIDS FOUNDATION | |||||
| 4040 MOORPARK AVE SUITE 100 | SAN JOSE | CA | 95117 | SUBCONTRACTOR FOR ORAL HEALTH EDUCATION | $128,446 |
| PROVISIO PARTNERS | |||||
| 401 N FRANKLIN ST SUITE 5S | CHICAGO | IL | 60654 | SALESFORCE DATABSE IMPLEMENTATION | $124,463 |
| ARMANINO LLP | |||||
| PO BOX 398285 | SAN FRANCISCO | CA | 94139 | AUDIT AND TAX SERVICES | $105,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $140,522 | MembershipDuesAmt |
| Government Grants | $12,042,678 | GovernmentGrantsAmt |
| All Other Contributions | $3,687,449 | AllOtherContributionsAmt |
| Noncash Contributions | $886,393 | NoncashContributionsAmt |
| Total Contributions | $15,870,649 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH TRUST PROGRAMS | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $492,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $492,723 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $492,723 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,349,822 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$29,633 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,379,455 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $400,026 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $244,372 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $155,654 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,654 | TotalRevenueColumnAmt |
| Exclusion | $155,654 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,919,567 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,561,355 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,358,212 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,358,212 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,547 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,346,665 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,227,060 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $492,723 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$18,086 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,881,774 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,483,620 | TotalAmt |
| Program Services | $3,483,620 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853,465 | TotalAmt |
| Program Services | $853,465 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,825 | TotalAmt |
| Program Services | $191,188 | ProgramServicesAmt |
| Management And General | $544,063 | ManagementAndGeneralAmt |
| Fundraising | $36,574 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,961,199 | TotalAmt |
| Program Services | $4,251,285 | ProgramServicesAmt |
| Management And General | $477,996 | ManagementAndGeneralAmt |
| Fundraising | $231,918 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,559 | TotalAmt |
| Program Services | $162,646 | ProgramServicesAmt |
| Fundraising | $10,913 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,503,725 | TotalAmt |
| Program Services | $1,269,850 | ProgramServicesAmt |
| Management And General | $160,957 | ManagementAndGeneralAmt |
| Fundraising | $72,918 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,943 | TotalAmt |
| Program Services | $371,003 | ProgramServicesAmt |
| Management And General | $66,555 | ManagementAndGeneralAmt |
| Fundraising | $20,385 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,948 | TotalAmt |
| Management And General | $98,948 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,115 | TotalAmt |
| Management And General | $603,115 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,000 | TotalAmt |
| Management And General | $72,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,620 | TotalAmt |
| Fundraising | $60,620 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,730 | TotalAmt |
| Management And General | $442,730 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,499 | TotalAmt |
| Program Services | $195,982 | ProgramServicesAmt |
| Management And General | $99,536 | ManagementAndGeneralAmt |
| Fundraising | $2,981 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549 | TotalAmt |
| Management And General | $549 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,957 | TotalAmt |
| Program Services | $194,925 | ProgramServicesAmt |
| Management And General | $74,675 | ManagementAndGeneralAmt |
| Fundraising | $65,357 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,579 | TotalAmt |
| Program Services | $386,123 | ProgramServicesAmt |
| Management And General | $63,247 | ManagementAndGeneralAmt |
| Fundraising | $15,209 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,506 | TotalAmt |
| Program Services | $62,441 | ProgramServicesAmt |
| Management And General | $65 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,116 | TotalAmt |
| Program Services | $21,715 | ProgramServicesAmt |
| Management And General | $2,163 | ManagementAndGeneralAmt |
| Fundraising | $1,238 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,953 | TotalAmt |
| Management And General | $14,953 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,855 | TotalAmt |
| Program Services | $82,906 | ProgramServicesAmt |
| Management And General | $41,060 | ManagementAndGeneralAmt |
| Fundraising | $4,889 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,472 | TotalAmt |
| Program Services | $62,596 | ProgramServicesAmt |
| Management And General | $56,949 | ManagementAndGeneralAmt |
| Fundraising | $2,927 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCHASED SERVICES | $5,541,004 | $5,319,228 | $197,062 | $24,714 |
| OTHER MISC EXPENSES | $61,277 | $19,163 | $34,091 | $8,023 |
| DUES AND SUBSCRIPTIONS | $30,628 | $7,725 | $20,994 | $1,909 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,568,144 | TotalAmt |
| Program Services | $16,935,861 | ProgramServicesAmt |
| Management And General | $3,071,708 | ManagementAndGeneralAmt |
| Fundraising | $560,575 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,850 | BOYAmt |
| EOY | $91,803 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,034,937 | BOYAmt |
| EOY | $3,820,356 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,585 | BOYAmt |
| EOY | $90,684 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,660,629 | BOYAmt |
| EOY | $2,016,745 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,696 | BOYAmt |
| EOY | $310,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,315,472 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,692,163 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,878,727 | BOYAmt |
| EOY | $13,623,309 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,445,245 | BOYAmt |
| EOY | $86,859,364 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,334,883 | BOYAmt |
| EOY | $31,954,879 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,215 | BOYAmt |
| EOY | $43,215 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,798,767 | BOYAmt |
| EOY | $138,810,819 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,444,632 | BOYAmt |
| EOY | $1,508,139 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $800,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,314,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,959,132 | BOYAmt |
| EOY | $2,308,139 | 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 | $107,795,312 | BOYAmt |
| EOY | $132,425,837 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,044,323 | BOYAmt |
| EOY | $4,076,843 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,839,635 | BOYAmt |
| EOY | $136,502,680 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,798,767 | BOYAmt |
| EOY | $138,810,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $658,916 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,004,129 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,765,833 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,437,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,399,695 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,046,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,870,649 | CurrentTaxYearAmt |
| Total | $80,520,085 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $966,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $339,945 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $488,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $604,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $492,723 | CurrentTaxYearAmt |
| Total | $2,891,938 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,731,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,776,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,888,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,651,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,363,372 | CurrentTaxYearAmt |
| Total | $83,412,023 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $83,412,023 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,913,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,801,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,401,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,908,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,749,848 | CurrentTaxYearAmt |
| Total | $21,774,550 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,913,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,801,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,401,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,908,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,749,848 | CurrentTaxYearAmt |
| Total | $21,774,550 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,000 | CurrentTaxYearMinus1YearAmt |
| Total | $119,036 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,683,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,650,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,296,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,561,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,113,220 | CurrentTaxYearAmt |
| Total | $105,305,609 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.79210 | PublicSupportCY509Pct |
| Public Support PY509 | 0.79880 | PublicSupportPY509Pct |
| Investment Income CY | 0.20680 | InvestmentIncomeCYPct |
| Investment Income PY | 0.20000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,455 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $82,018 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $85,473 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,482,671 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,568,144 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | 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 | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,293 | CurrentYearMinus3Amt |
| Current Year Minus2 | $31,347 | CurrentYearMinus2Amt |
| Current Year Minus1 | $50,825 | CurrentYearMinus1Amt |
| Current Year | $85,473 | CurrentYearAmt |
| Total | $172,938 | 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 | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $518 | CurrentYearMinus3Amt |
| Current Year Minus2 | $30,230 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,040 | CurrentYearMinus1Amt |
| Current Year | $3,455 | CurrentYearAmt |
| Total | $35,243 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $265,440 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,674 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $267,114 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $255,506 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,934 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $265,440 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $238,863 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,643 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $255,506 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $205,002 | BeginningYearBalanceAmt |
| Contributions | $501 | ContributionsAmt |
| Investment Earnings Or Losses | $33,360 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $238,863 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,139,230 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,350,000 | OtherCostOrOtherBasisAmt |
| Book Value | $11,489,230 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,965,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,175,588 | DepreciationAmt |
| Book Value | $1,790,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $926,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $831,698 | DepreciationAmt |
| Book Value | $94,448 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $934,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $684,877 | DepreciationAmt |
| Book Value | $249,631 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,623,309 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ABODE NOTE | $150,766 | F |
| REIT EQUITIES - MCMORGAN | $2,083,001 | F |
| VENTURE CAPITAL FUNDS AND LIMITED PARTNERSHIPS | $2,357,072 | F |
| SEI GPA IV | $3,683,905 | F |
| SEI ENERGY DEBT | $3,796,301 | F |
| SEI HEDGE FD | $19,682,938 | F |
| SEI GLOBAL PRIVATE ASSETS V | $200,896 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $31,954,879 | TotalBookValueSecuritiesAmt |
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 |
| Region Total Expenditures | $21,845,203 | 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 | $21,845,203 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $21,845,203 | TotalSpentAmt |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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 |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTMAN MASKA NEILL & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW SUITE 301 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FALL 2020 & SPRING 2021 SOLICITATION MAILING & WELCOME PKGE | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $512,299 | GrossReceiptsAmt |
| Retained By Contractor | $60,620 | RetainedByContractorAmt |
| Net To Organization | $451,679 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $512,299 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $60,620 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $451,679 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN COMMUNITY SERVICES AGENCY | ||||||||
| 304 N 6TH STREET | SAN JOSE | CA | 951125266 | 942494728 | 501C3 | $124,984 | SEE PART IV | |
| CASTELLANO FAMILY FOUNDATION | ||||||||
| 1922 THE ALAMEDA SUITE 210-A | SAN JOSE | CA | 95126 | 912164439 | 501C3 | $25,000 | SEE PART IV | |
| CITY OF SAN JOSE | ||||||||
| 200 EAST SANTA CLARA STREET 3RD | SAN JOSE | CA | 95112 | 946000419 | CITY OF SAN JOSE | $48,000 | SEE PART IV | FLOOR |
| COMMUNITY FOOD BANK OF SAN BENITO COUNTY | ||||||||
| 1133 SAN FELIPE ROAD | HOLLISTER | CA | 95023 | 770306871 | 501C3 | $82,234 | SEE PART IV | |
| COMMUNITY HEALTH PARTNERSHIP | ||||||||
| 408 N CAPITOL AVE | SAN JOSE | CA | 95133 | 770352645 | 501C3 | $165,340 | SEE PART IV | |
| FIRST 5 SAN BENITO | ||||||||
| 1011 LINE STREET SUITE 10 | HOLLISTER | CA | 95023 | 473675652 | SAN BENITO COUNTY | $233,543 | SEE PART IV | |
| GARDNER HEALTH SERVICES | ||||||||
| 160 E VIRGINIA ST SUITE 100 | SAN JOSE | CA | 95112 | 941743078 | 501C3 | $222,000 | SEE PART IV | |
| HARRISON MALDONADO ASSOCIATES INC | ||||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 521909847 | $40,000 | SEE PART IV | 500 | |
| HUMANE SOCIETY SILICON VALLEY | ||||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | 941196215 | 501C3 | $18,267 | SEE PART IV | |
| HUNGER AT HOME | ||||||||
| 1560 BERGER DRIVE | SAN JOSE | CA | 95112 | 475462753 | 501C3 | $172,500 | SEE PART IV | |
| LOAVES & FISHES FAMILY KITCHEN | ||||||||
| 1534 BERGER DR | SAN JOSE | CA | 951122703 | 770370874 | 501C3 | $220,000 | SEE PART IV | |
| PUBLIC HEALTH INSTITUTE | ||||||||
| 555 12TH ST FL 10TH | OAKLAND | CA | 94607 | 941646278 | 501C3 | $219,369 | SEE PART IV | |
| ROOTS COMMUNITY HEALTH CENTER SOUTH BAY | ||||||||
| 9925 INTERNATIONAL BLVD STE 5 | OAKLAND | CA | 946032558 | 262583954 | 501C3 | $475,000 | SEE PART IV | |
| SAN JOSE BRIDGE COMMUNITIES | ||||||||
| 1226 LOCUST ST | SAN JOSE | CA | 95110 | 812517132 | 501C3 | $5,814 | SEE PART IV | |
| ST JOSEPH'S FAMILY CENTER | ||||||||
| 7950 CHURCH STREET SUITE A | GILROY | CA | 95020 | 030391775 | 501C3 | $95,700 | SEE PART IV | |
| SUN STREET CENTERS | ||||||||
| 11 PEACH DR | SALINAS | CA | 939013710 | 946138701 | 501C3 | $43,000 | SEE PART IV | |
| THE FOUNDATION FOR HISPANIC EDUCATION | ||||||||
| 14271 STORY ROAD | SAN JOSE | CA | 95127 | 942434925 | 501C3 | $215,000 | SEE PART IV | |
| VALLEY VERDE | ||||||||
| 376 W VIRGINIA ST | SAN JOSE | CA | 951251522 | 453084814 | 501C3 | $126,500 | SEE PART IV | |
| VEGGIELUTION | ||||||||
| 647 S KING RD | SAN JOSE | CA | 951163557 | 272021333 | 501C3 | $500,000 | SEE PART IV | |
| WORKING PARTNERSHIPS USA | ||||||||
| 2102 ALMADEN RD STE 112 | SAN JOSE | CA | 951252130 | 770387535 | 501C3 | $80,000 | SEE PART IV | |
| YMCA SILICON VALLEY | ||||||||
| 80 SARATOGA AVE | SANTA CLARA | CA | 95051 | 941156318 | 501C3 | $90,000 | SEE PART IV | |
| YOUTH ALLIANCE | ||||||||
| 310 FOURTH ST STE 101 | HOLLISTER | CA | 95023 | 770377245 | 501C3 | $200,000 | SEE PART IV | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | DONATED FOOD | GrantTypeTxt |
| Recipient | 5600 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $853,465 | NonCashAssistanceAmt |
| Valuation Method Used | FMV FROM IN-KIND DONATION | ValuationMethodUsedDesc |
| Non Cash Assistance | FOOD BASKET, FAMILY RESOURCE CENTER, MOBILE FOOD | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ALL APPLICANTS MUST SUBMIT GRANT REQUESTS THROUGH OUR GIFTS ONLINE PORTAL. OUR PORTAL HAS A TAX VERIFICATION AND WATCH LIST FEATURE. WE CONDUCT DUE DILIGENCE BY VERIFYING BOTH THE TAX STATUS AND WATCH LIST STATUS FOR ALL GRANT REQUESTS. DURING THE LIFE OF A GRANT, STAFF MONITORS THE GRANT REGULARLY. GRANTEES ARE REQUIRED TO PARTICIPATE IN A SITE VISIT AND/OR CALL AND SUBMIT A PROJECT BUDGET REPORT (ALL AT THE MID-POINT OF THE GRANT). DURING OUR CHECK-IN, WE INQUIRE ABOUT THE STATUS OF THE GRANT, PROJECT GOALS AND OUTCOMES. WE ALSO INQUIRE ABOUT THE STATUS OF THE BUDGET, CONFIRMING THAT FUNDS ARE BEING SPENT DOWN ACCORDINGLY AND WITHIN THE PROJECTED TIMEFRAME. AS NOTED IN OUR GRANT CONTRACT, GRANTEES CAN MAKE LINE ITEM MODIFICATIONS 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 ARE 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. |
| SCHEDULE I PART II COLUMN (H) | THE HEALTH TRUST AWARDED A TOTAL OF $3,461,437.08 IN GRANTS IN FISCAL YEAR 2021. THE HEALTH TRUST AWARDED 25 HEALTH PARTNERSHIP GRANTS TOTALING $3,346,437.08 AND 34 GOOD SAMARITAN GRANTS TOTALING $75,000. IN ADDITION, THE HEALTH TRUST AWARDED 1 GRANT TOTALING $40,000 IN SUPPORT OF THE GETTING TO ZERO INITIATIVE MADE POSSIBLE THROUGH FUNDS FROM THE COUNTY OF SANTA CLARA. HEALTH PARTNERSHIP GRANTS ARE MADE FOR MEDICALLY-RELATED PURPOSES THROUGH OUR HOSPITAL SPONSOR, SANTA CLARA VALLEY HEALTH & HOSPITAL SYSTEM. GOOD SAMARITAN GRANTS SUPPORT COMMUNITY EVENTS AND PROJECTS SUCH AS HEALTH FAIRS, SPONSORED WALKS, OR COMMUNITY CONVENINGS THAT ADVANCE HEALTH EQUITY. THE HEALTH TRUST MAKES GRANTS TO NONPROFIT ORGANIZATIONS AND PUBLIC AGENCIES FOR PROJECTS THAT DIRECTLY BENEFIT RESIDENTS OF SANTA CLARA AND NORTHERN SAN BENITO COUNTIES AND THAT SUPPORT OUR MISSION TO ADVANCE HEALTH EQUITY. AFRICAN AMERICAN COMMUNITY SERVICE AGENCY - $124,984 OVER 12 MONTHS TO DEVELOP AACSA'S INTERNAL POLICY/ADVOCACY CAPACITY, BUILD AACSA'S NETWORK AND RELATIONSHIPS, PARTICIPATE ON ACTIVE WORKING GROUPS, ENGAGE AACSA'S CONSTITUENCY, AND INFORM POLICY. CASTELLANO FAMILY FOUNDATION - $25,000 OVER 12 MONTHS TO PILOT AN INNOVATIVE STAFF WELLNESS GRANT PROGRAM DESIGNED TO IMPROVE THE HEALTH, WELLNESS, AND WELL-BEING OF LATINX COMMUNITY-BASED NONPROFIT STAFF. CITY OF SAN JOSE, PARKS, RECREATION AND NEIGHBORHOOD SERVICES (PRNS) - $48,000 OVER 17 MONTHS TO SUPPORT THE HEALTH AND WELLBEING OF RESIDENTS THROUGH INCREASED ACCESS TO PUBLIC SPACES AND OPPORTUNITIES FOR PHYSICAL ACTIVITY THROUGH ITS VIVA CALLESJ PROGRAM. COMMUNITY FOOD BANK OF SAN BENITO COUNTY - $82,234 OVER 12 MONTHS TO STRENGTHEN ITS OPERATIONS TO BETTER MEET THE UNPRECEDENTED FOOD INSECURITY NEEDS OF THE COMMUNITY THROUGH ENHANCED INFRASTRUCTURE AND CAPACITY SUPPORT, BY IMPLEMENTING TWO NEW DATABASE SYSTEMS TO BETTER TRACK CLIENTS AND VOLUNTEERS. COMMUNITY HEALTH PARTNERSHIP - $161,938 OVER 12 MONTHS TO INCREASE THE NUMBER OF PATIENTS WITH DIABETES WHO SUCCESSFULLY SELF-MANAGE THEIR CHRONIC CONDITION BY DEVELOPING THE REQUIRED INFRASTRUCTURE AND REFERRAL SYSTEM WITH COMMUNITY HEALTH CENTERS TO IMPLEMENT EVIDENCE-BASED PROGRAMS AND PILOT "BETTER CHOICES, BETTER HEALTH." COMMUNITY HEALTH PARTNERSHIP - $3,402.18 TO IMPLEMENT THE VENTANILLA DE SALUD PROGRAM, PROVIDING HEALTH SERVICES AND SCREENINGS AT THE CONSULATE OF MEXICO IN SAN JOSE, CALIFORNIA. FIRST 5 SAN BENITO - $233,543 OVER 9 MONTHS TO STRENGTHEN THE FOOD ECOSYSTEM TO INCREASE ACCESS TO HOT NUTRITIOUS MEALS AND FRESH & PERISHABLE FOOD TARGETING VULNERABLE RESIDENTS IN SAN BENITO COUNTY BY ESTABLISHING A SHARED-USED COMMUNAL COLD STORAGE; THE FIRST CERTIFIED COMMERCIAL KITCHEN AND COMMUNITY PANTRY. THE FOUNDATION FOR HISPANIC EDUCATION (TFHE) - $215,000 OVER 13 MONTHS TO STRENGTHEN TFHE'S INFRASTRUCTURE AND CAPACITY THROUGH THE ESTABLISHMENT OF A STATE-OF-THE-ART KITCHEN, A CRITICAL COMPONENT OF THE FINN CENTER MULTI-PURPOSE BUILDING RENOVATION, AS A PART OF THE HEALTHY EAST SIDE INITIATIVE. GARDNER HEALTH SERVICES - $96,000 OVER 8 MONTHS TO STRENGTHEN GARDNER'S CAPACITY TO VACCINATE COMMUNITIES DISPROPORTIONATELY IMPACTED BY COVID-19 INCLUDING: PEOPLE OF COLOR, THE UNINSURED, UNHOUSED/ISOLATED, AND THE MEDICALLY VULNERABLE. GARDNER HEALTH SERVICES - $121,000 OVER 15 MONTHS TO IMPROVE OVERALL ACCESS AND QUALITY OF CARE IN DISEASE MANAGEMENT FOR PATIENTS WHO ARE DIABETIC. HUMANE SOCIETY OF SILICON VALLEY - $18,266.90 TO PROVIDE PET FOOD DELIVERED TO MEALS ON WHEELS CLIENTS AS PROGRAM RESPONSIBILITY TRANSFERS FROM THE HEALTH TRUST TO HSSV. HUNGER AT HOME - $170,000 OVER 18 MONTHS TO INCREASE ACCESS TO NUTRITIOUS BY FORTIFYING ITS ORGANIZATIONAL INFRASTRUCTURE THROUGH THE PURCHASE OF A REFRIGERATED TRUCK TO INCREASE EFFICACY, EXPANDING TO AN ADDITIONAL HIGH-NEED DISTRIBUTION SITE, AND DEVELOPING AN ORGANIZATIONAL FINANCIAL BUSINESS PLAN. LOAVES AND FISHES FAMILY KITCHEN - $220,000 OVER 26 MONTHS TO STRENGTHEN ITS INFRASTRUCTURE AND CAPACITY TO MEET THE GROWING FOOD NEEDS OF THE MOST VULNERABLE IN SANTA CLARA COUNTY BY BUILDING A COMMERCIAL KITCHEN IN THEIR NEWLY ACQUIRED SAN JOSE BUILDING. PUBLIC HEALTH INSTITUTE - $219,369 OVER 12 MONTHS TO COMPLETE YEAR 2 OF THE PUBLIC HEALTH PROFESSIONAL DEVELOPMENT AND MANAGEMENT PROGRAM. ROOTS COMMUNITY HEALTH CENTER, SOUTH BAY - $300,000 OVER 12 MONTHS FOR INFRASTRUCTURE SUPPORT THAT WILL BETTER POSITION ROOTS TO IMPLEMENT INTERVENTIONS AND WRAPAROUND SUPPORT THAT WILL IMPROVE POPULATION/COMMUNITY HEALTH OUTCOMES. ROOTS COMMUNITY HEALTH CENTER, SOUTH BAY - $50,000 OVER 12 MONTHS TO CONDUCT A LITERATURE REVIEW CENTERING ON AFRICAN ANCESTRY MATERNAL AND INFANT HEALTH THAT WILL DRIVE THE DEVELOPMENT AND IMPLEMENTATION OF A CULTURALLY RESPONSIVE PILOT PROJECT TARGETING WOMEN OF AFRICAN ANCESTRY IN SANTA CLARA COUNTY. ROOTS COMMUNITY HEALTH CENTER, SOUTH BAY - $100,000 TO SUPPORT OVERALL DEVELOPMENT, IMPLEMENTATION, AND EVALUATION OF THE AFRICAN ANCESTRY MATERNAL FOOD IS MEDICINE PROGRAM. ROOTS COMMUNITY HEALTH CENTER, SOUTH BAY - $25,000 TO PURCHASE FOOD FOR THE IMPLEMENTATION OF THE AFRICAN ANCESTRY MATERNAL FOOD IS MEDICINE PROGRAM. ST. JOSEPH'S FAMILY CENTER - $95,700 OVER 15 MONTHS TO SUPPORT ESSENTIAL SAFETY NET SERVICES IN ORDER TO MEET THE GROWING NEED FOR FOOD ASSISTANCE IN SOUTH COUNTY AND STRENGTHEN THE RESILIENCY AND CAPACITY OF SJFC'S SERVICES THROUGH STAFFING AND INFRASTRUCTURE. SUN STREET CENTERS - $43,000 OVER 7 MONTHS TO CONTINUE TO OPERATE ITS ESSENTIAL SERVICE PROVISION DURING THE PANDEMIC BY PROVIDING HEALTH-RELATED SERVICES FOR WOMEN RESIDING AT THE WOMEN'S RESIDENTIAL AND PERINATAL PROGRAM. VALLEY VERDE - $126,500 OVER 6 MONTHS TO IMPROVE HEALTH EQUITY FOR LOW-INCOME FAMILIES IN SANTA CLARA COUNTY BY REMOVING BARRIERS TO ACCESSING ORGANIC VEGETABLES THROUGH A THREE-PRONGED APPROACH THAT INCLUDES: 1) DEVELOPING THE INFRASTRUCTURE NEEDED TO ACCEPT SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP)/CAL FRESH AS A FORM OF PAYMENT FOR VEGETABLE SEEDLINGS; 2) INCREASING ITS PRODUCTION CAPACITY OF CULTURALLY-PREFERRED SEEDLINGS; AND 3) CONDUCTING A CULTURALLY AND LINGUISTICALLY RELEVANT OUTREACH CAMPAIGN TARGETING SNAP BENEFICIARIES IN THE COUNTY'S LARGEST ETHNIC GROUPS. VEGGIELUTION - $500,000 OVER 18 MONTHS FOR COVID-RELIEF AND CAPACITY SUPPORT TO STRENGTHEN THE SI SE PUEDE! COLLECTIVE'S LONG-TERM VIABILITY. WORKING PARTNERSHIPS - $77,500 OVER 12 MONTHS TO CREATE AFFORDABLE HOUSING OPPORTUNITIES WITH SUPPORTIVE SERVICES ON TWO NEW SITES FOR PEOPLE WHO REQUIRE LONG-TERM SUPPORTS & SERVICES AND TO ADDRESS SYSTEM FLAWS AND POLICY GAPS THAT IMPEDE THE PROVISION OF ADDITIONAL HOUSING OPTIONS AND RELATED SERVICES. YMCA SILICON VALLEY - $90,000 OVER 12 MONTHS TO IMPROVE THE HEALTH OF PRE-DIABETIC PATIENTS DURING THIS COVID-ERA BY TRANSFORMING THE YMCA DIABETES PREVENTION PROGRAM FROM IN-PERSON TO VIRTUAL DELIVERY AND BY STRENGTHENING ITS REFERRAL SYSTEM WITH COMMUNITY CLINICS. YOUTH ALLIANCE - $200,000 OVER 12 MONTHS FOR COVID-RELIEF SUPPORT WITH A SPECIFIC FOCUS ON VULNERABLE N. SAN BENITO COUNTY INDIVIDUALS AND FAMILIES. SAN JOSE BRIDGE COMMUNITIES - $5,814 GETTING AHEAD PROGRAM HARRISON MALDONADO ASSOCIATES, INC. - $40,000 OVER 5 MONTHS TO PROVIDE FIVE (F) TWO-HOUR TRAININGS FOR CLINICAL AND NONCLINICAL PARTICIPANTS. |
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 | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELE LEW | ||||||||||||||
| CEO | $318,145 | $0 | $0 | $0 | $0 | $0 | $31,217 | $0 | $15,293 | $0 | $364,655 | $0 | $0 | $0 |
| AMY CHAN | ||||||||||||||
| CAO | $198,243 | $0 | $0 | $0 | $0 | $0 | $21,538 | $0 | $982 | $0 | $220,763 | $0 | $0 | $0 |
| KELLY CHAU | ||||||||||||||
| SR. VP OF PROGRMS | $162,042 | $0 | $0 | $0 | $0 | $0 | $9,096 | $0 | $591 | $0 | $171,729 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | 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, 2021, THE HEALTH TRUST DID NOT MAKE ANY CONTRIBUTIONS TO THE 457(F) PLAN. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $528 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $853,465 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | $1.49/LB FEEDING AMERICA | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOFTWARE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS REPRESENTS NUMBER OF DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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 | $4,917,942 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,201,615 | 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 | 0 | 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 | $508,560 | COST BASED CONTRACT |
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| Q | $142,465 | COST |
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| O | $22,200 | COST BASED CONTRACT |