2022-03-14T13:02:03-05:00 2021-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2020-07-01 946050231 THE HEALTH TRUST HEAL 4085138700 3180 NEWBERRY DRIVE NO 200 SAN JOSE CA 95118 MICHELE LEW CHIEF EXECUTIVE OFFICER 4085138700 2022-03-10 1 MICHELE LEW 999009999 MATTHEW PETROSKI P00853132 4082006400 2022-03-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHELE LEW 3180 NEWBERRY DRIVE NO 200 SAN JOSE CA 95118 28032787 0 X WWW.HEALTHTRUST.ORG X 1996 CA TO BUILD HEALTH EQUITY IN SILICON VALLEY. 13 13 133 454 -18086 0 19046873 15870649 604270 492723 5851137 4708034 55318 155654 25557598 21227060 3332201 4337085 0 0 8046710 7868251 36003 60620 560575 12014598 8302188 23429512 20568144 2128086 658916 113798767 138810819 2959132 2308139 110839635 136502680 X THE MISSION IS TO BUILD HEALTH EQUITY IN SILICON VALLEY. 0 0 5775346 212373 12137 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. 6001717 1843130 49003 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. 5158798 2281582 431583 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. 16935861 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 302 0 1 133 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X FINANCIAL ADMINISTRATIVE SUPPORT SERVICES 4085138700 3315 ALMADEN EXPWY SUITE 10 SAN JOSE CA 95118 DAVID NEIGHBORS CPA MST CHAIR 2.00 X X 0 0 0 JOANN ZIMMERMAN RN VICE CHAIR 2.00 X X 0 0 0 EMILY LAM MPP SECRETARY 2.00 X X 0 0 0 ALEXANDRIA FELTON MPH BOARD MEMBER (LEFT 04/21) 2.00 X 0 0 0 ANALILIA GARCIA DRPH MPH BOARD MEMBER 2.00 X 0 0 0 JIM HEERWAGEN BOARD MEMBER 2.00 X 0 0 0 GREG HENDERSON BOARD MEMBER 2.00 X 0 0 0 UJJAL KOHLI BOARD MEMBER 2.00 X 0 0 0 CAMILLE LLANES-FONTANILLA MPA BOARD MEMBER 2.00 X 0 0 0 RITA NGUYEN MD BOARD MEMBER 2.00 X 0 0 0 ANN RAVEL BOARD MEMBER 2.00 X 0 0 0 EDWARD REGINELLI BOARD MEMBER 2.00 X 0 0 0 EFREN ROSAS MD BOARD MEMBER 2.00 X 0 0 0 CRAIG STEPHENS PHD BOARD MEMBER 2.00 X 0 0 0 MICHELE LEW CEO 40.00 X 318145 0 46510 AMY CHAN CAO 40.00 X 198243 0 22520 KELLY CHAU SR. VP OF PROGRMS 40.00 X 162042 0 9687 CARLENE SCHMIDT DIR. OF DEVELOPMENT 40.00 X 124839 0 21898 JENNIFER VANAMAN DIR. OF AIDS SERVICES 40.00 X 108893 0 10610 MARIA GARCIA PROG. OFFICER, GRANTS 40.00 X 115306 0 10785 MATTHEW VANDERWERF DIRECTOR OF HR 40.00 X 111039 0 12106 JORGE WONG DIR. OF HOUSING SERVICES 40.00 X 119660 0 4585 1258167 0 138701 9 0 1 0 PARADOX TECHNOLOGY 47000 WARM SPRINGS BLVD FREMONT CA 94539 IT SUPPORT 186745 HEALTHIER KIDS FOUNDATION 4040 MOORPARK AVE SUITE 100 SAN JOSE CA 95117 SUBCONTRACTOR FOR ORAL HEALTH EDUCATION 128446 PROVISIO PARTNERS 401 N FRANKLIN ST SUITE 5S CHICAGO IL 60654 SALESFORCE DATABSE IMPLEMENTATION 124463 ARMANINO LLP PO BOX 398285 SAN FRANCISCO CA 94139 AUDIT AND TAX SERVICES 105890 4 140522 12042678 3687449 886393 15870649 HEALTH TRUST PROGRAMS 624100 492723 492723 492723 3349822 -29633 3379455 400026 244372 155654 155654 155654 7919567 6561355 1358212 1358212 11547 1346665 21227060 492723 -18086 4881774 3483620 3483620 853465 853465 771825 191188 544063 36574 4961199 4251285 477996 231918 173559 162646 10913 1503725 1269850 160957 72918 457943 371003 66555 20385 98948 98948 603115 603115 72000 72000 60620 60620 442730 442730 298499 195982 99536 2981 549 549 334957 194925 74675 65357 464579 386123 63247 15209 62506 62441 65 25116 21715 2163 1238 14953 14953 128855 82906 41060 4889 122472 62596 56949 2927 PURCHASED SERVICES 5541004 5319228 197062 24714 OTHER MISC EXPENSES 61277 19163 34091 8023 DUES AND SUBSCRIPTIONS 30628 7725 20994 1909 20568144 16935861 3071708 560575 25850 91803 3034937 3820356 128585 90684 4660629 2016745 246696 310464 16315472 2692163 11878727 13623309 69445245 86859364 24334883 31954879 43215 43215 113798767 138810819 1444632 1508139 200000 800000 1314500 0 2959132 2308139 X 107795312 132425837 3044323 4076843 110839635 136502680 113798767 138810819 658916 25004129 0 X X 0 1 X 1 1 1 X 15765833 15437035 14399695 19046873 15870649 80520085 966156 339945 488844 604270 492723 2891938 16731989 15776980 14888539 19651143 16363372 83412023 0 0 0 83412023 1913301 4801295 6401962 4908144 3749848 21774550 1913301 4801295 6401962 4908144 3749848 21774550 38688 71852 6496 2000 119036 18683978 20650127 21296997 24561287 20113220 105305609 0.79210 0.79880 0.20680 0.20000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3455 82018 85473 20482671 20568144 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 5293 31347 50825 85473 172938 250000 250000 250000 250000 1000000 1500000 518 30230 1040 3455 35243 267114 51000 81963 1357 398720 265440 1674 267114 255506 9934 265440 238863 16643 255506 205002 501 33360 238863 0.00000 0.55800 0.44200 0 0 9139230 2350000 11489230 2965588 1175588 1790000 926146 831698 94448 934508 684877 249631 13623309 ABODE NOTE 150766 F REIT EQUITIES - MCMORGAN 2083001 F VENTURE CAPITAL FUNDS AND LIMITED PARTNERSHIPS 2357072 F SEI GPA IV 3683905 F SEI ENERGY DEBT 3796301 F SEI HEDGE FD 19682938 F SEI GLOBAL PRIVATE ASSETS V 200896 F 31954879 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS (BOOK VALUE) 21845203 0 0 0 0 0 0 21845203 0 21845203 1 0 1 0 0 0 PART III ACCOUNTING METHOD: X X X X X X X 1 LAUTMAN MASKA NEILL & CO 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 20036 FALL 2020 & SPRING 2021 SOLICITATION MAILING & WELCOME PKGE 0 512299 60620 451679 512299 60620 451679 CA 1 AFRICAN AMERICAN COMMUNITY SERVICES AGENCY 304 N 6TH STREET SAN JOSE CA 951125266 942494728 501C3 124984 SEE PART IV CASTELLANO FAMILY FOUNDATION 1922 THE ALAMEDA SUITE 210-A SAN JOSE CA 95126 912164439 501C3 25000 SEE PART IV CITY OF SAN JOSE 200 EAST SANTA CLARA STREET 3RD FLOOR SAN JOSE CA 95112 946000419 CITY OF SAN JOSE 48000 SEE PART IV COMMUNITY FOOD BANK OF SAN BENITO COUNTY 1133 SAN FELIPE ROAD HOLLISTER CA 95023 770306871 501C3 82234 SEE PART IV COMMUNITY HEALTH PARTNERSHIP 408 N CAPITOL AVE SAN JOSE CA 95133 770352645 501C3 165340 SEE PART IV FIRST 5 SAN BENITO 1011 LINE STREET SUITE 10 HOLLISTER CA 95023 473675652 SAN BENITO COUNTY 233543 SEE PART IV GARDNER HEALTH SERVICES 160 E VIRGINIA ST SUITE 100 SAN JOSE CA 95112 941743078 501C3 222000 SEE PART IV HARRISON MALDONADO ASSOCIATES INC 1050 CONNECTICUT AVENUE NW SUITE 500 WASHINGTON DC 20036 521909847 40000 SEE PART IV HUMANE SOCIETY SILICON VALLEY 901 AMES AVE MILPITAS CA 95035 941196215 501C3 18267 SEE PART IV HUNGER AT HOME 1560 BERGER DRIVE SAN JOSE CA 95112 475462753 501C3 172500 SEE PART IV LOAVES & FISHES FAMILY KITCHEN 1534 BERGER DR SAN JOSE CA 951122703 770370874 501C3 220000 SEE PART IV PUBLIC HEALTH INSTITUTE 555 12TH ST FL 10TH OAKLAND CA 94607 941646278 501C3 219369 SEE PART IV ROOTS COMMUNITY HEALTH CENTER SOUTH BAY 9925 INTERNATIONAL BLVD STE 5 OAKLAND CA 946032558 262583954 501C3 475000 SEE PART IV SAN JOSE BRIDGE COMMUNITIES 1226 LOCUST ST SAN JOSE CA 95110 812517132 501C3 5814 SEE PART IV ST JOSEPH'S FAMILY CENTER 7950 CHURCH STREET SUITE A GILROY CA 95020 030391775 501C3 95700 SEE PART IV SUN STREET CENTERS 11 PEACH DR SALINAS CA 939013710 946138701 501C3 43000 SEE PART IV THE FOUNDATION FOR HISPANIC EDUCATION 14271 STORY ROAD SAN JOSE CA 95127 942434925 501C3 215000 SEE PART IV VALLEY VERDE 376 W VIRGINIA ST SAN JOSE CA 951251522 453084814 501C3 126500 SEE PART IV VEGGIELUTION 647 S KING RD SAN JOSE CA 951163557 272021333 501C3 500000 SEE PART IV WORKING PARTNERSHIPS USA 2102 ALMADEN RD STE 112 SAN JOSE CA 951252130 770387535 501C3 80000 SEE PART IV YMCA SILICON VALLEY 80 SARATOGA AVE SANTA CLARA CA 95051 941156318 501C3 90000 SEE PART IV YOUTH ALLIANCE 310 FOURTH ST STE 101 HOLLISTER CA 95023 770377245 501C3 200000 SEE PART IV 21 1 DONATED FOOD 5600 0 853465 FMV FROM IN-KIND DONATION FOOD BASKET, FAMILY RESOURCE CENTER, MOBILE FOOD 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. X X X X X 0 1 0 0 0 0 0 0 0 MICHELE LEW CEO 318145 0 0 0 0 0 31217 0 15293 0 364655 0 0 0 AMY CHAN CAO 198243 0 0 0 0 0 21538 0 982 0 220763 0 0 0 KELLY CHAU SR. VP OF PROGRMS 162042 0 0 0 0 0 9096 0 591 0 171729 0 0 0 PART I, LINE 4B 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. X 1 528 FMV X 1 853465 $1.49/LB FEEDING AMERICA X SOFTWARE 1 32400 FMV 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REPRESENTS NUMBER OF DONORS. 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. FINANCIAL ADMINISTRATIVE SUPPORT SERVICES 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95118 454919178 ACCOUNTING SERVICE CA THE HEALTH TRUST C 4917942 1201615 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 FINANCIAL ADMINISTRATIVE SUPPORT SERVICES M 508560 COST BASED CONTRACT FINANCIAL ADMINISTRATIVE SUPPORT SERVICES Q 142465 COST FINANCIAL ADMINISTRATIVE SUPPORT SERVICES O 22200 COST BASED CONTRACT