THE HEALTH TRUST: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HEALTH TRUST (EIN 94-6050231)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-18
- IRS object ID
- 202020789349301302
- Schema version
- 2018v3.1
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-18T16:20:05-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE S KUECHLER | PreparerPersonNm |
| PTIN | P00233621 | PTIN |
| Phone | 4082006400 | PhoneNum |
| Preparation | 2020-03-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.231.27.191 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-16 | IPDt |
| IP Tm | 14:36:52 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FDEB1B68557FBB6920E74A8150FA29D1B539C9A3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | 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 | $30,756,377 | 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 | 12 | VotingMembersIndependentCnt |
| Total Employee | 159 | TotalEmployeeCnt |
| Total Volunteers | 1117 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,437,035 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,399,695 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $359,945 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $488,844 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,249,449 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,498,370 | CYInvestmentIncomeAmt |
| PY Other Revenue | $290,901 | PYOtherRevenueAmt |
| CY Other Revenue | $171,851 | CYOtherRevenueAmt |
| PY Total Revenue | $21,337,330 | PYTotalRevenueAmt |
| CY Total Revenue | $21,558,760 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,549,642 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,764,935 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,903,325 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,754,927 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $20,505 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $23,571 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $661,024 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,296,087 | PYOtherExpensesAmt |
| CY Other Expenses | $8,969,977 | CYOtherExpensesAmt |
| PY Total Expenses | $20,769,559 | PYTotalExpensesAmt |
| CY Total Expenses | $19,513,410 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $567,771 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,045,350 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $116,504,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,713,214 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,382,898 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,820,500 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $113,121,151 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $112,892,714 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION IS TO BUILD HEALTH EQUITY IN SILICON VALLEY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $7,491,725 | ExpenseAmt |
| Grant | $343,432 | GrantAmt |
| Revenue | $3,805 | RevenueAmt |
| Desc | HOUSING SERVICES: HOUSING SERVICES PROVIDE PEOPLE LIVING WITH HIV/AIDS AND FORMERLY HOMELESS INDIVIDUALS THE SUPPORT THEY NEED TO REMAIN STABLY HOUSED. THE HEALTH TRUST RECOGNIZES STABLE HOUSING AS A NECESSARY FACTOR TO IMPROVING THE HEALTH OF PEOPLE LIVING WITH HIV/AIDS AND FORMERLY HOMELESS INDIVIDUALS. THT IS ONE OF THE LARGEST SUPPORTIVE HOUSING CASE MANAGEMENT PROVIDERS IN THE COUNTY, PROVIDING RAPID REHOUSING, PERMANENT SUPPORTIVE HOUSING, AND RENTAL CHECK PROCESSING FOR MORE THAN 1,100 INDIVIDUALS WHO HAVE BEEN HOMELESS ANNUALLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,327,182 | ExpenseAmt |
| Grant | $1,072,792 | GrantAmt |
| Revenue | $89,781 | RevenueAmt |
| Desc | CHRONIC DISEASE SERVICES: CHRONIC DISEASE SERVICES PROVIDE COMMUNITY-BASED, CHRONIC DISEASE PREVENTION AND MANAGEMENT RESOURCES TO INDIVIDUALS LIVING WITH COMPLEX HEALTH CONDITIONS.SEE SCHEUDLE O CONTINUATION- HIV/AIDS SERVICES - THT IS THE LARGEST NON-MEDICAL 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 800 LOW-INCOME CLIENTS.- COMMUNITY HEALTH PROMOTION - THT HELPS MORE THAN 2,600 CHILDREN AND ADULTS ENROLL IN PUBLIC HEALTH INSURANCE PROGRAMS EACH YEAR, LEADS EVIDENCE BASED CHRONIC DISEASE SELFMANAGEMENT AND FALLS PREVENTION CLASSES FOR 600 ADULTS, AND EDUCATES LOCAL COMMUNITIES ABOUT HEALTH AND WELLNESS THROUGH GRASSROOTS ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,174,777 | ExpenseAmt |
| Grant | $1,348,711 | GrantAmt |
| Revenue | $395,258 | RevenueAmt |
| Desc | FOOD & NUTRITION SERVICES: FOOD & NUTRITION SERVICES FOCUS ON PROVIDING NUTRITIONALLY APPROPRIATE FOOD TO MEET THE COMPLEX HEALTH CONDITIONS OF OUR MOST VULNERABLE POPULATIONS. SPECIFIC SERVICES INCLUDE:SEE SCHEUDLE O CONTINUATION- FOOD IS MEDICINE - THE HEALTH TRUST, AS A MEMBER OF THE CALIFORNIA FOOD IS MEDICINE COALITION (CAL FIMC), IS PARTICIPATING IN THE MEDI-CAL MEDICALLY TAILORED MEALS PILOT PROGRAM. 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 75 CLIENTS SERVED BY THT IN THIS PROGRAM RECEIVED OVER 12,000 MEALS AND APPROXIMATELY 2,900 WELLNESS CHECKS.- MEALS ON WHEELS - DELIVERS HOT, NUTRITIOUS MEALS FIVE DAYS A WEEK, SOMETIMES WITH THE OPTION OF A ONCE-A-WEEK FROZEN MEAL, TO SENIORS AND ADULTS WITH DISABILITIES. IN ADDITION TO THE MEALS, THE HEALTH TRUST'S DRIVERS ALSO PROVIDE DAILY WELLNESS CHECKS, MAKING SURE THAT ITS CLIENTS ARE SAFE, ALERT AND STABLE. IN FISCAL YEAR 2019, THT PROVIDED OVER 95,000 MEALS AND 62,000 WELLNESS CHECKS FOR OLDER ADULTS AND DISABLED INDIVIDUALS.- FRIENDS FROM MEALS ON WHEELS - A PARTNERSHIP BETWEEN THT MEALS ON WHEELS PROGRAM, SANTA CLARA COUNTY'S SENIOR NUTRITION PROGRAM, AND SOURCEWISE, FRIENDS FROM MEALS ON WHEELS IS A FRIENDLY VISITOR PROGRAM AIMED TO DECREASE SOCIAL ISOLATION BY PROVIDING OVER 3,600 FRIENDLY VISITS AND PHONE CALLS TO CLIENTS.- JERRY LARSON FOODBASKET - IS A CLEAN, BRIGHT AND ENERGIZED SPACE COMMITTED TO STRENGTHENING THE HEALTH OF THE HEALTH TRUST'S CLIENTS BY DELIVERING TOP NOTCH NUTRITION SERVICES AND DEEPLY SATISFYING ENGAGEMENT OPPORTUNITIES FOR VOLUNTEERS WHILE MAXIMIZING DONOR AND PARTNERS' CONTRIBUTIONS. ANNUALLY, THE HEALTH TRUST DISTRIBUTES APPROXIMATELY 560,000 POUNDS OF FOOD DONATED BY SECOND HARVEST OF SILICON VALLEY TO ITS CLIENTS RECEIVING CHRONIC DISEASE AND HOUSING SERVICES.- FOOD IN HOUSING - A PRODUCT OF OUR FOOD FOR EVERYONE WORK, THE FOOD IN HOUSING PROGRAM INCREASES FOOD SECURITY FOR HIGH-NEED PERMANENT SUPPORTIVE HOUSING CLIENTS BY PROVIDING THEM WITH NUTRITIONALLY APPROPRIATE BAGS OR BOXES OF FOOD FILLED WITH NON-PERISHABLES, PRODUCE, AND/OR COOKED OR NO-COOK FOOD.- PRODUCE MOBILE AT TROPICANA - IN PARTNERSHIP WITH SECOND HARVEST OF SILICON VALLEY, EVERY FIRST WEDNESDAY OF THE MONTH FRESH PRODUCE IS DISTRIBUTED TO COMMUNITY MEMBERS AT THE TROPICANA SHOPPING CENTER IN EAST SAN JOSE. APPROXIMATELY 80,000 POUNDS OF FOOD IS DISTRIBUTED TO THE COMMUNITY YEARLY.- FOOD ACCESS PILOT PROJECT - IN PARTNERSHIP WITH THE STATE OFFICE OF AIDS WE DEVELOPED THE FOOD ACCESS PILOT PROJECT (FAPP) FOR PEOPLE LIVING WITH HIV/AIDS IN SELECT CALIFORNIA COUNTIES. BASED ON AN INTAKE NUTRITION ASSESSMENT, FAPP AIMS TO PROVIDE APPROXIMATELY 30% OF THE DAILY CALORIC NEEDS TO 166 CLIENTS WHO LACK OPTIMAL NUTRITION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,993,684 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 313 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 159 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 12 | 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 (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID NEIGHBORS | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CELIO - TO JUNE 2019 | |||||||||
| BOARD CHAIR FR. DEC 2018 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOANN ZIMMERMAN | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERTA L ROBINS JD - TO JUN 2019 | |||||||||
| BOARD VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EMILY LAM | |||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHARLES BULLOCK PHD - TO DEC | |||||||||
| CHAIR/(INTERIM CEO TO JAN 2018) | 40.00 | Yes (X) | Yes (X) | $115,446 | $0 | $1,620 | |||
| MICHELE LEW | |||||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $300,632 | $0 | $14,354 | |||
| GREG HENDERSON - FR SEP 2018 | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEXANDRIA FELTON | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RITA NGUYEN - FR SEP 2018 | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRAIG STEPHENS - FR JUN 2019 | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAMILLE LLANES-FONTANILLA | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM HEERWAGEN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANALILIA GARCIA - FR JUN 2019 | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| UJJAL KOHLI - FR SEP 2018 | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN RAVEL - FR JUN 2019 | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TODD HANSEN - TO JAN 2019 | |||||||||
| COO | 38.00 | Yes (X) | $252,860 | $0 | $31,038 | 2.00 | |||
| AMY CHAN | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | Yes (X) | $55,369 | $0 | $153 | ||||
| PAUL HEPFER - TO MARCH 2019 | |||||||||
| V.P. OF PROGRAMS | 40.00 | $184,863 | $0 | $8,575 | Yes (X) | ||||
| IRENE SEGURA - TO DEC 2018 | |||||||||
| HR DIRECTOR | 31.60 | $129,650 | $0 | $28,877 | 8.40 | Yes (X) | |||
| DORCAS ROSADO-CHAN | |||||||||
| VP OF HOUSING | 40.00 | $135,739 | $0 | $23,992 | Yes (X) | ||||
| CARLENE SCHMIDT | |||||||||
| DEVELOPMENT DIRECTOR | 40.00 | $113,393 | $0 | $13,283 | Yes (X) | ||||
| RACHEL POPLACK - TO JUNE 2019 | |||||||||
| DIRECTOR OF STRATEGY | 32.00 | $106,445 | $0 | $5,747 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,394,397 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $127,639 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICE | |||||
| 3315 ALMADEN EXPY STE10 | SAN JOSE | CA | 95118 | ACCOUNTING SERVICES | $562,214 |
| ARMANINO LLP | |||||
| PO BOX 398285 | SAN FRANCISCO | CA | 941398285 | AUDIT AND TAX SERVICES | $101,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $122,407 | MembershipDuesAmt |
| Fundraising | $155,741 | FundraisingAmt |
| Government Grants | $11,461,461 | GovernmentGrantsAmt |
| All Other Contributions | $2,660,086 | AllOtherContributionsAmt |
| Noncash Contributions | $1,044,608 | NoncashContributionsAmt |
| Total Contributions | $14,399,695 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH TRUST PROGRAMS | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $488,844 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $488,844 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $488,844 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,962,272 | TotalRevenueColumnAmt |
| Exclusion | $5,962,272 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $439,690 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $263,363 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $176,327 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,327 | TotalRevenueColumnAmt |
| Exclusion | $176,327 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,459,380 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,923,282 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $536,098 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $536,098 | TotalRevenueColumnAmt |
| Exclusion | $536,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,496 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $155,741 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $10,972 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,476 | TotalRevenueColumnAmt |
| Exclusion | -$4,476 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,558,760 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $488,844 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,670,221 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,721,788 | TotalAmt |
| Program Services | $1,721,788 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,147 | TotalAmt |
| Program Services | $1,043,147 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,633 | TotalAmt |
| Program Services | $345,414 | ProgramServicesAmt |
| Management And General | $426,305 | ManagementAndGeneralAmt |
| Fundraising | $47,914 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,900,290 | TotalAmt |
| Program Services | $4,178,448 | ProgramServicesAmt |
| Management And General | $377,350 | ManagementAndGeneralAmt |
| Fundraising | $344,492 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,351 | TotalAmt |
| Program Services | $111,425 | ProgramServicesAmt |
| Management And General | $1,716 | ManagementAndGeneralAmt |
| Fundraising | $10,210 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,435,941 | TotalAmt |
| Program Services | $1,198,799 | ProgramServicesAmt |
| Management And General | $158,184 | ManagementAndGeneralAmt |
| Fundraising | $78,958 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,712 | TotalAmt |
| Program Services | $377,390 | ProgramServicesAmt |
| Management And General | $66,443 | ManagementAndGeneralAmt |
| Fundraising | $31,879 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,995 | TotalAmt |
| Management And General | $17,995 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,997 | TotalAmt |
| Management And General | $676,997 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,571 | TotalAmt |
| Fundraising | $23,571 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,442 | TotalAmt |
| Management And General | $483,442 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,442 | TotalAmt |
| Program Services | $20,422 | ProgramServicesAmt |
| Management And General | $66,394 | ManagementAndGeneralAmt |
| Fundraising | $1,626 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,275 | TotalAmt |
| Management And General | $6,750 | ManagementAndGeneralAmt |
| Fundraising | $525 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,169 | TotalAmt |
| Program Services | $417,976 | ProgramServicesAmt |
| Management And General | $72,209 | ManagementAndGeneralAmt |
| Fundraising | $20,984 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,434 | TotalAmt |
| Program Services | $128,828 | ProgramServicesAmt |
| Management And General | $2,002 | ManagementAndGeneralAmt |
| Fundraising | $1,604 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,495 | TotalAmt |
| Program Services | $11,347 | ProgramServicesAmt |
| Management And General | $11,780 | ManagementAndGeneralAmt |
| Fundraising | $1,368 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,731 | TotalAmt |
| Program Services | $71,973 | ProgramServicesAmt |
| Management And General | $41,054 | ManagementAndGeneralAmt |
| Fundraising | $8,704 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,959 | TotalAmt |
| Program Services | $23,194 | ProgramServicesAmt |
| Management And General | $92,520 | ManagementAndGeneralAmt |
| Fundraising | $1,245 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCHASED SERVICES | $6,178,481 | $5,961,740 | $191,483 | $25,258 |
| SUPPLIES | $376,617 | $285,140 | $44,311 | $47,166 |
| OTHER MISC EXPENSES | $158,291 | $83,161 | $60,715 | $14,415 |
| DUES AND SUBSCRIPTIONS | $45,649 | $13,492 | $31,052 | $1,105 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,513,410 | TotalAmt |
| Program Services | $15,993,684 | ProgramServicesAmt |
| Management And General | $2,858,702 | ManagementAndGeneralAmt |
| Fundraising | $661,024 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,866,663 | BOYAmt |
| EOY | $783,468 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,732 | BOYAmt |
| EOY | $373,365 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,011,511 | BOYAmt |
| EOY | $5,832,903 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,091 | BOYAmt |
| EOY | $189,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,572,053 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,760,331 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,957,536 | BOYAmt |
| EOY | $11,811,722 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,501,354 | BOYAmt |
| EOY | $66,958,681 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,779,275 | BOYAmt |
| EOY | $29,709,993 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,215 | BOYAmt |
| EOY | $43,215 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,672 | BOYAmt |
| EOY | $10,460 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,504,049 | BOYAmt |
| EOY | $115,713,214 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,429,592 | BOYAmt |
| EOY | $1,147,111 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,498 | BOYAmt |
| EOY | $1,623,389 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,460 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,348 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,382,898 | BOYAmt |
| EOY | $2,820,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,217,864 | BOYAmt |
| EOY | $110,858,020 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,731,806 | BOYAmt |
| EOY | $1,863,213 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,481 | BOYAmt |
| EOY | $171,481 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,121,151 | BOYAmt |
| EOY | $112,892,714 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,504,049 | BOYAmt |
| EOY | $115,713,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,045,350 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,273,787 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 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 | $9,279,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,505,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,765,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,437,035 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,399,695 | CurrentTaxYearAmt |
| Total | $65,387,771 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,155,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $957,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $966,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $339,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $488,844 | CurrentTaxYearAmt |
| Total | $3,907,846 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,435,782 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,462,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,731,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,776,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,888,539 | CurrentTaxYearAmt |
| Total | $69,295,617 | 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 | $69,295,617 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,830,036 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,635,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,913,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,801,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,401,962 | CurrentTaxYearAmt |
| Total | $16,582,441 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,830,036 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,635,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,913,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,801,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,401,962 | CurrentTaxYearAmt |
| Total | $16,582,441 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $38,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,496 | CurrentTaxYearAmt |
| Total | $117,036 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,265,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,098,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,683,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,650,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,296,997 | CurrentTaxYearAmt |
| Total | $85,995,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80580 | PublicSupportCY509Pct |
| Public Support PY509 | 0.84180 | PublicSupportPY509Pct |
| Investment Income CY | 0.19280 | InvestmentIncomeCYPct |
| Investment Income PY | 0.15680 | 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 | $30,230 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,117 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,347 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,482,063 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,513,410 | 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 | $950,570 | CurrentYearMinus3Amt |
| Current Year Minus2 | $998,951 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,949,521 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,924,282 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $110,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,809 | CurrentYearMinus2Amt |
| Current Year Minus1 | $5,293 | CurrentYearMinus1Amt |
| Current Year | $31,347 | CurrentYearAmt |
| Total | $157,449 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $237,643 | CurrentYearMinus3Amt |
| Current Year Minus2 | $249,738 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $987,381 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,481,072 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $110,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,799 | CurrentYearMinus2Amt |
| Current Year Minus1 | $518 | CurrentYearMinus1Amt |
| Current Year | $30,230 | CurrentYearAmt |
| Total | $151,547 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $213,284 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,988 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,794 | AdministrativeExpensesAmt |
| End Year Balance | $205,002 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,332 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $5,372 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,920 | AdministrativeExpensesAmt |
| End Year Balance | $213,284 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.64600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35400 | 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 | $7,500,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,350,000 | OtherCostOrOtherBasisAmt |
| Book Value | $9,850,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,837,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $954,136 | DepreciationAmt |
| Book Value | $1,883,759 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $782,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $734,482 | DepreciationAmt |
| Book Value | $48,473 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,101,203 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,071,713 | DepreciationAmt |
| Book Value | $29,490 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,811,722 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REIT EQUITIES - MCMORGAN | $1,952,648 | F |
| VENTURE CAPITAL FUNDS AND LIMITED PARTNERSHIPS | $2,268,900 | F |
| SEI ENERGY DEBT | $3,616,949 | F |
| SEI HEDGE FD | $19,684,583 | F |
| SEI GPA IV | $1,186,913 | F |
| ABODE NOTE | $1,000,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,709,993 | 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 | INVESTMENT (BOOK VALUE) | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $21,765,680 | 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 | $21,765,680 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $21,765,680 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| 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 2018 & SPRING 2019 SOLICITATION MAILING & WELCOME PKGE | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $168,033 | GrossReceiptsAmt |
| Retained By Contractor | $23,571 | RetainedByContractorAmt |
| Net To Organization | $144,462 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $168,033 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $23,571 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $144,462 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING INTO HEALTH | Event1Nm |
| Gross Receipts Event1 | $162,237 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $155,741 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,496 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,343 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,710 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,919 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $162,237 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $155,741 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,496 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,343 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,710 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,919 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,972 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,476 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA CLARA COUNTY | |||||||
| 2400 MOORPARK AVE STE 300 | SAN JOSE | CA | 95128 | 942292491 | 501(C)(3) | $81,177 | SEE PART IV |
| CAMINAR | |||||||
| 2600 S EL CAMINO REAL | SAN MATEO | CA | 94403 | 941639389 | 501(C)(3) | $16,496 | SEE PART IV |
| CATHOLIC CHARITIES OF SANTA CLARA | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | 942762269 | 501(C)(3) | $58,461 | SEE PART IV |
| COMMUNITY FOOD BANK OF SAN BENITO COUNTY | |||||||
| 1133 SAN FELIPE ROAD | HOLLISTER | CA | 95023 | 770306871 | 501(C)(3) | $50,000 | SEE PART IV |
| COMMUNITY HEALTH PARTNERSHIP | |||||||
| 1401 PARKMOOR AVENUE SUITE 200 | SAN JOSE | CA | 95126 | 770352645 | 501(C)(3) | $225,000 | SEE PART IV |
| GARDNER FAMILY HEALTH NETWORK | |||||||
| 160 E VIRGINIA ST SUITE 100 | SAN JOSE | CA | 95112 | 941743078 | 501(C)(3) | $22,500 | SEE PART IV |
| INDIAN HEALTH CENTER OF SANTA CLARA VALLEY INC | |||||||
| 1333 MERIDIAN AVENUE | SAN JOSE | CA | 95125 | 942476242 | 501(C)(3) | $75,000 | SEE PART IV |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1746 THE ALAMEDA | SAN JOSE | CA | 95126 | 941583439 | 501(C)(3) | $100,000 | SEE PART IV |
| PROJECT MORE FOUNDATION | |||||||
| 1700 DE LA CRUZ BLVD SUITE D2 | SANTA CLARA | CA | 95050 | 464234256 | 501(C)(3) | $6,000 | SEE PART IV |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH ST FL10 | OAKLAND | CA | 94607 | 941646278 | 501(C)(3) | $683,654 | SEE PART IV |
| ROOTS COMMUNITY HEALTH CENTER | |||||||
| 9925 INTERNATIONAL BLVD STE 5 | OAKLAND | CA | 94603 | 262583954 | 501(C)(3) | $20,000 | SEE PART IV |
| SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY | |||||||
| 6840 VIA DEL ORO STE 210 | SAN JOSE | CA | 95119 | 770031679 | 501(C)(3) | $20,000 | SEE PART IV |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | 205205488 | 501(C)(3) | $50,000 | SEE PART IV |
| SILICON VALLEY COUNCIL OF NONPROFITS | |||||||
| 1400 PARKMOOR AVE STE 130 | SAN JOSE | CA | 95126 | 770524747 | 501(C)(3) | $70,000 | SEE PART IV |
| VALLEY MEDICAL CENTER FOUNDATION | |||||||
| 2400 CLOVE DRIVE | SAN JOSE | CA | 95128 | 770187890 | 501(C)(3) | $23,500 | SEE PART IV |
| WORKING PARTNERSHIPS USA | |||||||
| 2102 ALMADEN RD STE 112 | SAN JOSE | CA | 95125 | 770387535 | 501(C)(3) | $78,500 | SEE PART IV |
| YOUTH ALLIANCE | |||||||
| 310 4TH ST 101 | HOLLISTER | CA | 95023 | 770377245 | 501(C)(3) | $77,000 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | DONATED FOOD | GrantTypeTxt |
| Recipient | 8000 | RecipientCnt |
| Non Cash Assistance | $1,043,147 | NonCashAssistanceAmt |
| Valuation Method Used | FMV FROM IN-KIND DONATIONS | ValuationMethodUsedDesc |
| Non Cash Assistance | FOOD BASKET, FAMILY RESOURCE CENTER, MOBILE FOOD | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | HEALTH PARTNERSHIP GRANTS ARE MADE THROUGH OUR HOSPITAL SPONSOR, THE HEALTH & HOSPITAL SYSTEM OF SANTA CLARA COUNTY. ONCE GRANT CONTRACTS ARE SIGNED BY ALL PARTIES AND GRANT PAYMENTS ARE ISSUED, THE GRANTEE PROVIDES THE HEALTH TRUST WITH: - AN INTERIM NARRATIVE REPORT AND BUDGET OF FUNDS SPENT TO-DATE AT THE MID-POINT OF THE GRANT PERIOD. THE HEALTH TRUST MAY SUBSTITUTE A SITE VISIT FOR THE INTERIM REPORT NARRATIVE. - A FINAL NARRATIVE REPORT AND BUDGET OF FUNDS SPENT DURING THE GRANT PERIOD. PER THE GRANT CONTRACT, THE FINAL REPORT INDICATES THE OBJECTIVES OF THE GRANT AS OUTLINED IN THE PROPOSAL, THE MILESTONES AND OUTCOMES ACHIEVED, AND ANY PROBLEMS OR OBSTACLES ENCOUNTERED IN THE EFFORT TO ACHIEVE THE GRANT PURPOSES. THE FINANCIAL REPORT IS PREPARED IN ACCORDANCE WITH REGULAR ACCOUNTING STANDARDS CONSISTENTLY APPLIED FOR ALL PERIODS DURING WHICH GRANT FUNDS ARE RECEIVED AND SHOWS ACTUAL EXPENDITURES AGAINST THE APPROVED LINE ITEM BUDGET. EXPENDITURES OF THE GRANT FUNDS MUST ADHERE TO THE SPECIFIC LINE ITEMS IN THE BUDGET INCLUDED IN THE PROPOSAL. TRANSFERS AMONG LINE ITEMS (INCREASES AND DECREASES) ARE PERMITTED IF THEY DO NOT IN THE AGGREGATE EXCEED 10% OF ANY LINE ITEM. BUDGET VARIANCES IN EXCESS OF 10% OF ANY LINE ITEM REQUIRE PRIOR WRITTEN APPROVAL AND SHALL NOT, IN THE AGGREGATE, RESULT IN AN INCREASE TO THE TOTAL BUDGET FOR THE GRANT. IF ANY OF THE GRANT FUNDS HAVE NOT BEEN EXPENDED DURING THE BUDGET PERIOD OF THE GRANT, THE UNSPENT FUNDS SHALL BE PROMPTLY RETURNED TO THE TRUST WITHIN 30 DAYS OF THE EXPIRATION OF THAT PERIOD UNLESS OTHERWISE AGREED IN WRITING BY THE TRUST. THE GRANTEE IS REQUIRED TO IDENTIFY AND ACCOUNT FOR THE GRANT SEPARATELY ON ITS GENERAL LEDGER. A SYSTEMATIC RECORD IS KEPT BY THE GRANTEE OF THE RECEIPT AND DISBURSEMENT OF FUNDS AND EXPENDITURES INCURRED UNDER THE TERMS OF THE GRANT, AND ALL REPORTS AND SUBSTANTIATING DOCUMENTS SUCH AS BILLS, INVOICES, CANCELED CHECKS, AND RECEIPTS, ARE REQUIRED TO BE RETAINED IN THE GRANTEE'S FILES FOR A PERIOD OF NOT LESS THAN FOUR (4) YEARS AFTER THE EXPIRATION OF THE GRANT PERIOD. |
| SCHEDULE I PART II COLUMN (H) | THE HEALTH TRUST AWARDED A TOTAL OF $1,721,788 IN GRANTS IN FISCAL YEAR 2019. THE HEALTH TRUST AWARDED 10 HEALTH PARTNERSHIP GRANTS TOTALING $1,518,389 AND 49 GOOD SAMARITAN GRANTS TOTALING $75,000. IN ADDITION, THE HEALTH TRUST AWARDED 6 GRANTS TOTALING $101,496 IN SUPPORT OF THE GETTING TO ZERO INITIATIVE MADE POSSIBLE THROUGH FUNDS FROM THE COUNTY OF SANTA CLARA. THERE WERE OTHER REDUCTIONS TOTALING $31,558 DUE TO RETURNED UNSPENT GRANT FUNDS. 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. HEALTH PARTNERSHIP GRANTS ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA CLARA COUNTY - $78,677 OVER 12 MONTHS TO DEVELOP, IMPLEMENT AND INSTITUTIONALIZE A REFERRAL PROGRAM TO COMMUNITY-BASED CHRONIC DISEASE SELF-MANAGEMENT PROGRAMS TARGETING PATIENTS WHO ARE AT HIGH-RISK OF DEVELOPING AND THOSE CURRENTLY EXPERIENCING A CHRONIC CONDITION. COMMUNITY FOOD BANK OF SAN BENITO COUNTY - $50,000 OVER 14 MONTHS TO ENHANCE THE FOOD BANK'S OPERATIONAL SUSTAINABILITY BY DEVELOPING A NEW FINANCIAL REVENUE STREAM TO STRENGTHEN ITS FOOD PROGRAMS THAT SUPPORT THE MOST VULNERABLE IN SAN BENITO COUNTY. COMMUNITY HEALTH PARTNERSHIP - $225,000 OVER 18 MONTHS TO CONVENE REGIONAL PARTNERS, CLINIC MEMBERS, AND PATIENTS TO CO-DESIGN, PLAN AND TEST SOLUTIONS TO STRENGTHEN FORMAL RELATIONSHIPS AND REFERRALS BETWEEN CLINICS AND CBOS THAT ADDRESS SOCIAL DETERMINANTS OF HEALTH ISSUES FOR PATIENTS WITH DIABETES USING A "HUMAN-CENTERED APPROACH" MODEL. INDIAN HEALTH CENTER - $75,000 OVER 10 MONTHS TO UPDATE AND IMPROVE ITS POLICIES, PROCEDURES AND WORKFLOWS TO IMPLEMENT AN OPT-OUT HIV SCREENING TECHNIQUE, EXPAND PREP/ PEP SERVICES, AND DEVELOP A REFERRAL PROCESS THAT WILL ENSURE THAT PATIENTS DIAGNOSED WITH HIV ARE CONNECTED TO CARE. PLANNED PARENTHOOD MAR MONTE - $100,000 OVER 12 MONTHS TO REDUCE STI AND HIV INFECTION RATES IN SANTA CLARA COUNTY BY EXPANDING AND INSTITUTIONALIZING MULTISITE TESTING AT ITS SIX SCC SITES. PUBLIC HEALTH INSTITUTE - $715,212 OVER 18 MONTHS TO SUPPORT THE PUBLIC HEALTH PROFESSIONAL DEVELOPMENT PROGRAM (PHPDP). THE PROJECT WILL FOCUS ON BUILDING HEALTH EQUITY IN SILICON VALLEY THROUGH THE PLACEMENT OF FELLOWS WHO WILL WORK ON COMMUNITY HEALTH ISSUES IN THE AREAS OF FOOD, CHRONIC CONDITIONS, AND HEALTH IN HOUSING. SILICON VALLEY COMMUNITY FOUNDATION - $50,000 OVER 12 MONTHS TO SUPPORT THE SANTA CLARA CENSUS POOLED FUNDS ESTABLISHED TO ENCOURAGE THE MOST VULNERABLE, HARD-TO-COUNT (HTC) POPULATIONS TO PARTICIPATE IN THE UPCOMING CENSUS BY AWARDING GRANTS TO NONPROFIT ORGANIZATIONS. SVCF INTENDS TO INCREASE RESPONSE RATES IN HTC COMMUNITIES BY ONE TO THREE PERCENTAGE POINTS ABOVE THE 2010 CENSUS HTC RATES. SILICON VALLEY COUNCIL OF NONPROFITS - $70,000 OVER 16 MONTHS TO INCREASE INVESTMENT AND CAPACITY OF THE FOOD ACCESS ECOSYSTEM TARGETING OLDER ADULTS AT THE CITY OF SAN JOSE AND COUNTY OF SANTA CLARA LEVEL. WORKING PARTNERSHIPS USA - $77,500 OVER 12 MONTHS TO CREATE AFFORDABLE HOUSING OPPORTUNITIES WITH SUPPORTIVE SERVICES ON TWO NEW SITES FOR PEOPLE WHO REQUIRE LTSS SERVICES AND TO ADDRESS SYSTEM FLAWS AND POLICY GAPS THAT IMPEDE THE PROVISION OF ADDITIONAL HOUSING OPTIONS AND RELATED SERVICES. YOUTH ALLIANCE - $77,000 OVER 12 MONTHS TO STRENGTHEN ITS COMMUNITY HEALTH PROJECT THAT WILL BROADEN THE AVAILABILITY AND EXPANDED LEVELS OF BEHAVIORAL HEALTH SERVICES FOR UNDERSERVED/UNSERVED YOUTH IN SAN BENITO COUNTY. THE HEALTH TRUST ALSO GRANTED $58,461 TO CATHOLIC CHARITIES AS A REGRANT FROM THE PACKARD FOUNDATION GRANT "FOOD FOR EVERYONE" THAT THT RECEIVED. SINCE THT TRANSFERRED THE FAMILY RESOURCE CENTERS TO CATHOLIC CHARITIES IN AUGUST 2018 AND A LARGE PORTION OF THE GRANT MADE TO THT FROM PACKARD WAS FOR FOOD FO THESE FAMILY RESOURCE CENTERS, THT RE-GRANTED THE MONEY TO CATHOLIC CHARITIES. |
| SCHEDULE I PART II COLUMN (H) - CONTINUED | GOOD SAMARITAN GRANTS ACT FOR MENTAL HEALTH - $1,000 ACT'S FIRST ANNUAL HOLIDAY BANQUET FUNDRAISER ON DECEMBER 7, 2018 AFP SILICON VALLEY CHAPTER - $1,320 IDEA FELLOWSHIP PROGRAM ON JANUARY 15, 2019 AFRICAN AMERICAN COMMUNITY SERVICES AGENCY - $2,000 2019 JUNETEENTH IN THE PARK FESTIVAL "STILL WE RISE" ON JUNE 15, 2019 AGING SERVICES COLLABORATIVE OF SANTA CLARA COUNTY - $1,000 9TH ANNUAL CAREGIVERS CONFERENCE ON MAY 18, 2019 ALUM ROCK COUNSELING CENTER - $1,000 UNMASKING THE POTENTIAL IN TODAY'S YOUTH LUNCHEON ON MARCH 27, 2019 ASIAN AMERICAN FOR COMMUNITY INVOLVEMENT - $2,500 AACI ANNUAL FUNDRAISER: BETTER TOGETHER 2018 ON SEPTEMBER 8, 2018 BAY AREA WOMEN'S SPORTS INITIATIVE - $1,000 LIGHT UP THE NIGHT SPRING EVENT ON MAY 3, 2019 BAYMEC COMMUNITY FOUNDATION - $1,500 AN EVENING WITH WIGGSY SIVERTSEN EVENT ON JUNE 24, 2019 CARRY THE VISION - $1,000 ANNUAL BE THE ONE, A COMMUNITY GATHERING WITH ELA GANDHI ON NOVEMBER 18, 2018 CHILD ADVOCATES OF SILICON VALLEY- $2,500 ANNUAL SPRING FUNDRAISING EVENT ON APRIL 6, 2019 CHINESE AMERICAN COALITION FOR COMPASSIONATE CARE - $500 STARTING THE CONVERSATION: AN ADVANCE CARE PLANNING PROGRAM IN APRIL 2019 CITY OF SAN JOSE, CITY COUNCIL DISTRICT 8, OFFICE OF COUNCILMEMBER SYLVIA ARENAS - $1,000 DAY IN THE PARK 2018 ON OCTOBER 13, 2018 COMMISSION ON THE STATUS OF WOMEN THROUGH OFFICE OF WOMEN'S POLICY - $750 WOMEN'S EQUALITY DAY DINNER ON AUGUST 24, 2018 COMMUNITY AGENCY FOR RESOURCES, ADVOCACY AND SERVICES (CARAS) - $1,000 ANNUAL TAMAL FESTIVAL ON OCTOBER 7, 2018 CONGREGATION SHIR HADASH - $1,000 2019 HEALTHY LIVING FAIR ON APRIL 7, 2019 COUNTY OF SANTA CLARA, DISTRICT 2 THROUGH VMCF- $1,000 WOMEN'S LEADERSHIP POLICY SUMMIT ON FEBRUARY 2, 2019 COUNTY OF SANTA CLARA, DISTRICT 3 - $1,000 DAY ON THE BAY ON OCTOBER 7, 2018 DOWNTOWN STREETS TEAM - $2,500 2ND ANNUAL DROP DOWN FROM THE ADOBE BUILDING ON SEPTEMBER 7 AND 8, 2018 EL CAMINO YMCA - $1,500 2019 PROJECT CORNERSTONE ASSET CHAMPIONS BREAKFAST ON MARCH 28, 2019 ESCUELA POPULAR - $750 ANNUAL HEALTH FAIR ON OCTOBER 1, 2018 GARDNER FAMILY HEALTH NETWORK - $2,500 50TH ANNIVERSARY CELEBRATION ON SEPTEMBER 15, 2018 HAPPY HOLLOW FOUNDATION - $2,500 2019 SENIOR SAFARI WALKABOUT SERIES SCHEDULE FOR MAY 2019-OCTOBER 2019 HEALTH LEGAL SERVICES - $3,500 RYAN WHITE CARE ACT CELEBRATION EVENT ON AUGUST 23, 2019 HEALTHIER KIDS FOUNDATION - $2,500 17TH ANNUAL BENEFIT ON OCTOBER 12, 2018 HISPANIC FOUNDATION SILICON VALLEY - $2,500 2019 HISPANIC FOUNDATION BALL ON OCTOBER 20, 2018 OFFICE OF ASSEMBLY MEMBER ASH KALRA THROUGH VEGGIELUTION - $2,000 2019 SAN JOSE VEGGIE FEST ON AUGUST 10, 2019 PARENTS HELPING PARENTS - $1,000 PARENTS HELPING PARENTS GALA ON APRIL 27, 2019 PEOPLE ACTING IN COMMUNITY TOGETHER - $2,500 PACT'S 2018 LEADERSHIP LUNCHEON ON OCTOBER 8, 2018 PORTUGUESE ORGANIZATION FOR SOCIAL SERVICES AND OPPORTUNITIES (POSSO) - $1,000 43RD ANNIVERSARY EVENT ON APRIL 6, 2019 PROJECT MORE FOUNDATION - $1,000 POST STREET JUBILEE EVENT ON SEPTEMBER 22, 2018 SACRED HEART COMMUNITY SERVICES - $1,000 GOOD INTENTIONS EVENT ON MAY 22, 2019 SAN BENITO COUNTY OPIOID TASK FORCE - $280 SAFEMED SAN BENITO IN JULY 2019 SAN JOSE CHAMBER OF COMMERCE COMMUNITY BENEFIT FOUNDATION - $2,500 OUTDOOR CLASSROOM IMPROVEMENTS FOR THE GUADALUPE RIVER PARKS & GARDEN ON NOVEMBER 3, 2018 SAN JOSE GRAIL FAMILY SERVICES - $1,000 ANNUAL FUNDRAISER ON MAY 2, 2019 SAN JOSE WOMEN'S CLUB - $500 COMMUNI-TEA 2019 ON MAY 30, 2019 SAN JUAN BAUTISTA CITY LIBRARY - $1,100 FIRST ANNUAL HEALTH FAIR ON NOVEMBER 17, 2018 SILICON VALLEY BICYCLE COALITION - $1,000 SILICON VALLEY BIKE SUMMIT ON AUGUST 22, 2018 SJSU HEALTH & HUMAN SERVICES - $1,000 HEALTH & WELLNESS WEEK CELEBRATION ON OCTOBER 18, 2018 SOMOS MAYFAIR- $2,500 GRACIAS A LA VIDA ON APRIL 18, 2019 SOUTH COUNTY COLLABORATIVE - $900 BINATIONAL HEALTH CONFERENCE ON OCTOBER 11, 2018 SPUR - $1,500 RE-ENVISIONING THE GUADALUPE RIVER PARK ON OCTOBER 5, 2018 SV @ HOME - $1,000 SANTA CLARA COUNTY AFFORDABLE HOUSING WEEK 2019 IN MAY 2019 UPLIFT FAMILY SERVICES - $2,500 SILICON VALLEY COMMUNITY AWARDS LUNCHEON ON MARCH 29, 2019 VALLEY VERDE - $2,000 SEMILLAS DE ESPERANZA (SEEDS OF HOPE) AN EVENING WITH DOLORES HUERTA ON NOVEMBER 19, 2018 VMC FOUNDATION - $2,500 WICKED AFFAIR GALA ON OCTOBER 6, 2018 WEST VALLEY COMMUNITY SERVICES - $2,500 CHEFS FOR COMPASSION EVENT ON SEPTEMBER 20, 2019 WORKING PARTNERSHIPS USA - $1,000 CHAMPIONS FOR CHANGE 2018 ON OCTOBER 3, 2018 YOUTH CONNECTIONS FOUNDATION - $1,500 ANNUAL COMEDY FOR KIDS FUNDRAISER ON NOVEMBER 9, 2018 YU-AI-KAI - $1,900 45TH ANNIVERSARY GALA ON MARCH 16, 2019 GETTING TO ZERO THE HEALTH TRUST IS COLLABORATING WITH THE SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT AND OTHER PARTNERS ON THE GETTING TO ZERO (GTZ) HIV INITIATIVE. THE INITIATIVE AIMS TO HAVE "ZERO NEW HIV INFECTIONS, ZERO DEATHS FROM HIV, AND ZERO STIGMA RELATED TO HIV." CAMINAR - $16,496 OVER 7 MONTHS TO PROMOTE GUIDELINE-BASED STD/HIV TESTING AMONG YOUNG ADULTS IN SANTA CLARA COUNTY THROUGH A TWO-PRONGED APPROACH: 1) TO TRAIN A COHORT OF YOUTH TO BECOME PEER LEADERS AND DEVELOP EDUCATIONAL RESOURCES TO INFORM THEIR PEERS ABOUT THE IMPORTANCE OF STD/HIV TESTING; AND 2) TO HOST A HEALTH DAY, AS PART OF THE ANNUAL SOUTH BAY YOUTH PRIDE FESTIVAL IN PARTNERSHIP WITH A LOCAL HEALTH TEEN VAN TO PROMOTE STD/HIV TESTING. COLECTIVO ALA THROUGH VALLEY MEDICAL CENTER FOUNDATION - $20,000 OVER 8 MONTHS TO INCREASE STI/HIV TESTING AND ACCESS TO PREP/PEP TARGETING LATINX INDIVIDUALS, PARTICULARLY THOSE WHO IDENTIFY AS LGBTQ BY DEVELOPING AND PRODUCING A DEVISED THEATER PLAY THAT WILL ADDRESS THE AFOREMENTIONED ISSUES. GARDNER FAMILY CARE CORPORATION, INC. - $20,000 OVER 11 MONTHS TO CREATE SUSTAINABLE INFRASTRUCTURE CHANGE WITHIN THE NEXTGEN EHR SYSTEM AND AMONG OUR CLINICAL AND QUALITY IMPROVEMENT STAFF TO BE ABLE TO OBTAIN BASELINE HIV AND STI SCREENING RATES. ONCE BASELINE RATES ARE DETERMINED, WE WILL WORK WITH THE COMPRECARE HEALTH CENTER LOCATED AT 3030 ALUM ROCK AVE. SAN JOSE 95127 TO IMPLEMENT OPT-OUT HIV SCREENING AND COMPREHENSIVE STI TESTING. PROJECT MORE FOUNDATION - $5,000 OVER 1 MONTH TO LAUNCH THE U=U CAMPAIGN. THE CAMPAIGN WILL INCREASE EXPOSURE, MEDIA COVERAGE, PUBLIC AWARENESS, AND COMMUNITY INVOLVEMENT OF THE GTZ PRIORITIES. THROUGH THE LAUNCH, ATTENDEES WILL ACQUIRE INCREASED KNOWLEDGE OF THE U=U CAMPAIGN, AS WELL AS GUIDELINE-BASED TESTING, PREP AND PEP IMPLEMENTATION, HIV CARE AND RETENTION, AND REDUCTION OF STIGMA. ROOTS COMMUNITY HEALTH CENTER, SOUTH BAY - $20,000 OVER 4 MONTHS TO STRENGTHEN ITS CLINICAL INFRASTRUCTURE THROUGH STAFF TRAINING FOCUSED ON HIV AND STD COUNSELING, INCLUDING THE INSTITUTIONALIZATION OF THREE-SITE STD TESTING. SCHOOL HEALTH CLINICS - $20,000 OVER 9 MONTHS TO IMPROVE THE QUALITY OF CARE PROVIDED BY SCHOOL HEALTH CLINIC TO LOW INCOME, UNDER-SERVED ADOLESCENTS AND ADULTS FOR STI/HIV SERVICES THROUGH TECHNOLOGY IMPROVEMENTS AND STAFF TRAINING. |
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 (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELE LEW | ||||||||||||||
| CEO | $299,344 | $0 | $0 | $0 | $1,288 | $0 | $7,793 | $0 | $6,561 | $0 | $314,986 | $0 | $0 | $0 |
| TODD HANSEN - TO JAN 2019 | ||||||||||||||
| COO | $248,982 | $0 | $0 | $0 | $3,878 | $0 | $17,330 | $0 | $13,708 | $0 | $283,898 | $0 | $0 | $0 |
| PAUL HEPFER - TO MARCH 2019 | ||||||||||||||
| V.P. OF PROGRAMS | $183,933 | $0 | $0 | $0 | $930 | $0 | $7,860 | $0 | $715 | $0 | $193,438 | $0 | $0 | $0 |
| IRENE SEGURA - TO DEC 2018 | ||||||||||||||
| HR DIRECTOR | $129,564 | $0 | $0 | $0 | $86 | $0 | $5,981 | $0 | $22,896 | $0 | $158,527 | $0 | $0 | $0 |
| DORCAS ROSADO-CHAN | ||||||||||||||
| VP OF HOUSING | $134,604 | $0 | $0 | $0 | $1,135 | $0 | $2,227 | $0 | $21,765 | $0 | $159,731 | $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, 2019, THE HEALTH TRUST DID NOT MAKE ANY CONTRIBUTIONS TO THE 457(F) PLAN. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SEE PART V | |||
| SEE PART V | $598,146 | SEE PART V | 0 |
| SEE PART V | |||
| SEE PART V | $22,680 | SEE PART V.LIST 70 _ 3VIVIAN.ZHANG@AMLLP.COM - 02/03/16 10:07 AM WORKSHEET SCHEDULE L - TRANSACTIONS WITH INTERESTED PERSONS _ 465940 _ -239617 | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF INTERESTED PERSON:FINANCIAL ADMINISTRATIVE SUPPORT SERVICES (FASS)(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:THE HEALTH TRUST IS THE SOLE STOCKHOLDER OF FASS. THE CEO OF THE HEALTH TRUST IS A BOARD MEMBER OF FASS. THE COO OF THE HEALTH TRUST IS ASSISTANT SECRETARY OF FASS. THE CAO OF THE HEALTH TRUST IS A BOARD MEMBER OF FASS. (C) AMOUNT OF TRANSACTION $ 598,146 & $22,680(D) DESCRIPTION OF TRANSACTION: THE HEALTH TRUST HAS CONTRACTED WITH FASS FOR THE PROVISION OF ACCOUNTING SERVICES ($598,146) . IN ADDITION, FASS REIMBURSES THE HEALTH TRUST FOR THE COST OF CERTAIN SERVICES, USE OF FACILITIES, EQUIPMENT AND SHARED PURCHASED SERVICES PURSUANT TO A WRITTEN COST SHARING AGREEMENT ($22,680).(E) SHARING OF ORGANIZATION REVENUES? = NO | ExplanationTxt |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,043,147 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | $1.52/LB FEEDING AMERICA | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FLORAL ARRANGEMENTS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,461 | 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 III, LINE 3 | IN FISCAL YEAR 2019, THT EMBARKED ON A NEW STRATEGIC PLAN TO FOCUS ITS EFFORTS TO HAVE MAXIMUM IMPACT IN THE COMMUNITY. THE HEALTH TRUST USES A MULTIFACETED APPROACH WHEN TACKLING HEALTH DISPARITIES PLAGUING THE MOST VULNERABLE POPULATIONS IN OUR COMMUNITY: OLDER ADULTS, RECENTLY HOUSED INDIVIDUALS, AND PEOPLE AT RISK OF, OR LIVING WITH, A CHRONIC CONDITION. THT ALIGNS OUR ROLES AS A FUNDER, A PROVIDER, AND AN ADVOCATE TO CREATE LASTING CHANGE FOR THE PEOPLE WE SERVE AND TO THE SYSTEMS AND POLICIES AFFECTING THEIR HEALTH. THE HEALTH TRUST'S FOCUS IS CATEGORIZED INTO THREE AREAS: IMPROVING HEALTH THROUGH FOOD, MAKING CHRONIC DISEASES MORE PREVENTABLE AND MANAGEABLE, AND PRIORITIZING HEALTH IN HOUSING. |
| 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 COO IS REVIEWED BY THE BOARD IN CLOSED SESSION (NO STAFF PRESENT). THE HEALTH TRUST REGULARLY ENGAGES AN OUTSIDE COMPENSATION CONSULTANT TO ARRIVE AT REASONABLE COMPENSATION. THE OUTSIDE CONSULTANT REVIEWS COMPARABILITY DATA FROM COMPENSATION STUDIES AND OTHER SOURCES IN ARRIVING AT A RANGE OF REASONABLE COMPENSATION. THE BOARD REVIEWS THE REPORT AND DATA PROVIDED BY THE OUTSIDE CONSULTANT, TOGETHER WITH EVALUATING PERFORMANCE, AND THEN VOTES ON ANY COMPENSATION ADJUSTMENTS. THE MOST RECENT EXECUTIVE COMPENSATION ANALYSIS WAS COMPLETED IN SEPTEMBER 2018 THROUGH GALLAGHER BENEFITS SERVICES, INC. FOR THE CAO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE HEALTH TRUST'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 ALMADEN EXPRESSWAY SUITE 10 | 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 | $3,603,299 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $609,843 | 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 | $598,146 | COST BASED CONTRACT |
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| Q | $24,700 | COST |
| FINANCIAL ADMINISTRATIVE SUPPORT SERVICES | ||
| O | $22,680 | COST BASED CONTRACT |