2024-03-19T02:25:57-05:00 2023-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2022-07-01 946050231 THE HEALTH TRUST HEAL 4085138700 3180 NEWBERRY DRIVE 200 SAN JOSE CA 95118 MICHELE LEW CHIEF EXECUTIVE OFFICER 4085138700 2024-01-22 1 MICHELE LEW 999009999 1 MATTHEW PETROSKI P00853132 4082006400 2024-01-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHELE LEW 3180 NEWBERRY DRIVE 200 SAN JOSE CA 95118 45864764 0 X WWW.HEALTHTRUST.ORG X 1996 CA TO BUILD HEALTH EQUITY IN SILICON VALLEY. 12 12 114 538 2041 0 13124751 11920230 1425533 1123379 13081563 6933133 309454 310797 27941301 20287539 4767560 3126572 0 0 7216958 7755362 62680 44400 711721 6929905 7967792 18977103 18894126 8964198 1393413 121710824 124963416 1506856 2363451 120203968 122599965 X THE MISSION IS TO BUILD HEALTH EQUITY IN SILICON VALLEY. 0 0 5635636 408750 390450 HOUSING SERVICES:PROVIDES FINANCIAL SUPPORT, CASE MANAGEMENT, HOUSING NAVIGATION, AND OTHER SUPPORT SERVICES CLIENTS NEED TO REMAIN STABLY HOUSED. THE HEALTH TRUST SPECIALIZES IN 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. THE 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. (CONTINUED ON SCHEDULE O)HOUSING SERVICES REACHES MORE THAN 640 INDIVIDUALS, OF WHICH 212 ARE FOR INDIVIDUALS LIVING WITH HIV/AIDS. SPECIFIC SERVICES INCLUDE:THE HOUSING PLUS PROJECT ("HPP") - SCREENS AND ASSESSES INDIVIDUALS LIVING WITH HIV/AIDS WHO ARE AT RISK OF LOSING HOUSING DUE TO FINANCIAL HARDSHIP AND PROVIDES SUPPORT SERVICES TO ELIGIBLE CLIENTS TO PREVENT DETERIORATION OF HEALTH. CLIENTS RECEIVE SHORT-TERM FINANCIAL ASSISTANCE AND CASE MANAGEMENT SERVICES. IN FY23, HPP SERVED 68 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 FY23, HFH SERVED 111 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 MATTERS, HIV/AIDS, AND/OR CRIMINAL JUSTICE INVOLVEMENT. IN FY23, THE HEALTH TRUST SERVED 212 CLIENTS RESIDING AT "SCATTERED PERMANENT SUPPORTIVE HOUSING SITES'' ACROSS SANTA CLARA COUNTY.ENHANCED CARE MANAGEMENT ("ECM") AND COMMUNITY SUPPORTS ("CS") - ARE COVERED SERVICES UNDER CALIFORNIA ADVANCING AND INNOVATING MEDI-CAL ("CALAIM"), A MULTI-YEAR INITIATIVE BY THE DEPARTMENT OF HEALTH CARE SERVICES ("DHCS") TO IMPROVE THE QUALITY OF LIFE AND HEALTH OUTCOMES OF MEDI-CAL MEMBERS. THE INITIATIVE FOCUSES ON IMPLEMENTING A BROAD DELIVERY SYSTEM, PROGRAM, AND PAYMENT REFORM ACROSS THE MEDI-CAL PROGRAM. THE GOAL IS TO PROVIDE NON-CLINICAL INTERVENTIONS FOCUSED ON A WHOLE-PERSON CARE APPROACH THAT TARGET SOCIAL DETERMINANTS OF HEALTH TO REDUCE HEALTH DISPARITIES AND INEQUITIES. THE HEALTH TRUST CONTINUES TO CONTRACT WITH SANTA CLARA COUNTY'S TWO MEDI-CAL MANAGED CARE PLANS TO PROVIDE ENHANCED CARE MANAGEMENT ("ECM") AND COMMUNITY SUPPORT ("CS") SERVICES TO IMPROVE QUALITY OF LIFE FOR MEDI-CAL MEMBERS. IN FY23, THE HEALTH TRUST PROVIDED ECM SERVICES TO 156 CLIENTS AND CS TO 99 CLIENTS. 4643602 2219390 34540 CHRONIC DISEASE SERVICES:PROVIDES COMMUNITY-BASED, CHRONIC DISEASE PREVENTION AND MANAGEMENT RESOURCES TO INDIVIDUALS LIVING WITH COMPLEX HEALTH CONDITIONS.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 MEDICAL AND NON-MEDICAL CASE MANAGEMENT, CARE COORDINATION, AND FOOD ASSISTANCE - SERVING MORE THAN 620 LOW-INCOME CLIENTS. (CONTINUED ON SCHEDULE O)DURING Q4 OF FY23, 89% OF CLIENTS ON HIGHLY ACTIVE ANTIRETROVIRAL THERAPY HAD UNDETECTABLE HIV VIRAL LOADS (COMPARED TO 66% NATIONALLY AND 64% IN CALIFORNIA FOR 2021), AND 77% OF CLIENTS ENGAGED IN MEDICAL CARE. 5169310 498432 698389 FOOD & NUTRITION SERVICES:FOCUSES ON PROVIDING NUTRITIONALLY APPROPRIATE FOOD TO MEET THE COMPLEX HEALTH CONDITIONS OF CLIENTS. SPECIFIC SERVICES INCLUDE:MEDICALLY TAILORED MEALS - WITH THE END OF THE STATEWIDE MEDI-CAL MEDICALLY TAILORED MEALS PILOT PROGRAM IN FY22, THE HEALTH TRUST INDEPENDENTLY CONTRACTED WITH TWO MAJOR MEDICAL PROVIDERS IN SANTA CLARA COUNTY: ANTHEM BLUE CROSS AND SANTA CLARA FAMILY HEALTH PLAN. THESE FEE-FOR-SERVICE AGREEMENTS ENABLED THE HEALTH TRUST TO SUSTAIN IS MEDICALLY TAILORED FOOD AND NUTRITION SERVICES (CONTINUED ON SCHEDULE O)WHILE EXPANDING ITS REACH TO CLIENTS WITH A WIDE RANGE OF MEDICAL CONDITIONS AND COMPLEX CARE COORDINATION REQUIREMENTS. THE HEALTH TRUST DOUBLED THE NUMBER OF CLIENTS SERVED AND TRIPLED THE NUMBER OF MEALS PROVIDED. IN COLLABORATION WITH THE MANAGED CARE HEALTH PLANS, THE HEALTH TRUST DEVELOPED A NEW SERVICE LINE, "MEDICALLY TAILORED GROCERIES", THAT PROVIDES A STEP-DOWN OPTION FOR CLIENTS TO MAINTAIN THEIR ABILITY TO BETTER MANAGE THEIR HEALTH. THE HEALTH TRUST REMAINS A MEMBER OF THE CALIFORNIA FOOD IS MEDICINE COALITION ("CAL FIMC"). THE 318 CLIENTS SERVED BY THE HEALTH TRUST IN THIS PROGRAM RECEIVED MORE THAN 47,000 MEALS, 700 GROCERY BAGS, AND 530 REGISTERED DIETITIAN SESSIONS.MEALS ON WHEELS ("MOW") - DELIVERS NUTRITIOUS MEALS FIVE DAYS A WEEK TO LOW-INCOME, HOMEBOUND SENIORS AND ADULTS WITH DISABILITIES. IN ADDITION TO THE MEALS, DRIVERS ALSO PROVIDE WELLNESS CHECKS, MAKING SURE THAT CLIENTS ARE SAFE, ALERT, AND STABLE. IN FY23, THE HEALTH TRUST PROVIDED MORE THAN 252,000 MEALS AND MORE THAN 45,000 WELLNESS CHECKS DURING THE FISCAL YEAR.FRIENDS FROM MEALS ON WHEELS ("FMOW") - IS A FRIENDLY VISITOR PROGRAM AIMED AT DECREASING SOCIAL ISOLATION BY PROVIDING MORE THAN 2,100 FRIENDLY VISITS OR PHONE CALLS TO OLDER ADULTS. IN CLIENT SURVEYS, 92% OF CLIENTS REPORTED THAT PARTICIPATING IN THE PROGRAM MADE THEM FEEL MORE SOCIALLY CONNECTED, AND 92% BELIEVED THAT THE PROGRAM WAS VERY IMPORTANT TO THEIR DAILY WELL-BEING.JERRY LARSON FOOD BASKET - 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 195,000 POUNDS OF FOOD DONATED PRIMARILY 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.FREE GROCERY 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 198,000 POUNDS OF FOOD IS DISTRIBUTED TO THE COMMUNITY, REACHING MORE THAN 2,900 HOUSEHOLDS PER YEAR. 15448548 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 110 0 1 114 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 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 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95118 ROBERT ROBLEDO CHAIR 2.00 X X 0 0 0 ANN RAVEL VICE CHAIR 2.00 X X 0 0 0 RITA NGUYEN MD SECRETARY 2.00 X X 0 0 0 BRAD BARON BOARD MEMBER (AS OF 06/23) 2.00 X 0 0 0 WEI-TING CHEN BOARD MEMBER (AS OF 06/23) 2.00 X 0 0 0 BEN DUBIN BOARD MEMBER 2.00 X 0 0 0 NEYSA FLIGOR BOARD MEMBER (AS OF 06/23) 2.00 X 0 0 0 JIM HEERWAGEN BOARD MEMBER (THRU 06/23) 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 EMILY LAM MPP BOARD MEMBER (THRU 06/23) 2.00 X 0 0 0 RHONDA MCCLINTON-BROWN BOARD MEMBER (AS OF 06/23) 2.00 X 0 0 0 RAJAN NARANG BOARD MEMBER (AS OF 06/23) 2.00 X 0 0 0 DAVID O'REILLY 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 LISA YARDBROUGH-GAUTHIER BOARD MEMBER 2.00 X 0 0 0 MICHELE LEW CEO 40.00 X 351763 0 42432 AMY CHAN CAO 40.00 X 218354 0 23804 KELLY CHAU SR. VP OF PROGRMS (THRU 12/22) 40.00 X 158621 0 5047 ELISA KOFF-GINSBORG EXECUTIVE DIR ASSOC OF MENTAL HEALTH 40.00 X 168132 0 5760 CARLENE SCHMIDT DIR. OF DEVELOPMENT 40.00 X 132254 0 24359 MARIA GARCIA PROG. OFFICER, GRANTS 40.00 X 125108 0 11169 MATTHEW VANDERWERF DIRECTOR OF HR 40.00 X 124782 0 19412 TERESA JOHNSON PROGRAM DIRECTOR, FOOD & NUTRITION 40.00 X 118729 0 21922 1397743 0 153905 11 0 1 0 PARADOX TECHNOLOGY 47000 WARM SPRINGS BLVD FREMONT CA 94539 IT SUPPORT 210452 10TH AVENUE CONSULTING LLC 158 LAKE HAVEN LN NORMANDY TN 37360 SALESFORCE CONSULTING 140000 2 238801 192466 8226514 3262449 757747 11920230 HEALTH TRUST PROGRAMS 624100 1123379 1123379 1123379 5825268 -34480 5859748 611778 269987 341791 341791 341791 26347701 25508 25257644 7700 1090057 17808 1107865 36521 1071344 10900 192466 41894 -30994 -30994 20287539 1123379 2041 7241889 2375000 2375000 751572 751572 708456 153169 484761 70526 4890166 4284922 340834 264410 184941 147121 23677 14143 1489951 1190213 186364 113374 481848 396807 58074 26967 19128 19128 606886 606886 1354 1354 44400 44400 555458 555458 150376 125057 25319 1500 1500 445060 311749 24090 109221 480114 394811 70713 14590 83617 81984 1361 272 59542 49423 8931 1188 1872 1083 618 171 161614 78810 73777 9027 152343 72620 73470 6253 PURCHASED SERVICES 4986439 4828924 130773 26742 OTHER MISC EXPENSES 234139 195283 28834 10022 DUES AND SUBSCRIPTIONS 28350 10000 17935 415 18894126 15448548 2733857 711721 189286 25024 1799261 1453906 301482 122514 2397506 3112027 274484 251469 7411247 3113061 4645198 4298186 74075025 78430997 37980567 36698878 43215 43215 4800 527200 121710824 124963416 1403499 1588051 218501 20000 50146 83357 506753 1506856 2363451 X 114723278 117614856 5480690 4985109 120203968 122599965 121710824 124963416 1393413 1002584 0 X 0 1 X 1 1 1 X 14399695 19046873 15870649 13124751 11920230 74362198 488844 604270 492723 1425533 1123379 4134749 14888539 19651143 16363372 14550284 13043609 78496947 0 0 0 78496947 6401962 4908144 3749848 11568389 6437046 33065389 6401962 4908144 3749848 11568389 6437046 33065389 6496 2000 3500 10900 22896 21296997 24561287 20113220 26122173 19491555 111585232 0.70350 0.72050 0.29630 0.27880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1354 1354 18892772 18894126 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 50825 85473 27550 1354 165202 250000 250000 250000 250000 1000000 1500000 1040 3455 4495 360004 25834 1784 384054 398720 1000 -38132 1584 360004 267114 51000 81963 1357 398720 265440 1674 267114 255506 9934 265440 0.00000 0.58190 0.41810 0 0 2350000 2350000 3053575 1397039 1656536 917377 922739 -5362 1090295 793283 297012 4298186 REIT EQUITIES - MCMORGAN 1954423 F VENTURE CAPITAL FUNDS AND LIMITED PARTNERSHIPS 1019537 F SEI GPA IV 5997339 F SEI ENERGY DEBT 824247 F SEI HEDGE FD 18948149 F SEI GLOBAL PRIVATE ASSETS V 969587 F SEI CORE 5869991 F SEI SECOND OPPORTUNITIES 1115605 F 36698878 OPERATING LEASE LIABILITY 395111 FINANCE LEASE LIABILITY 111642 506753 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS (BOOK VALUE) SEI HEDGE FUND AND LEGACY VENTURE 19863434 0 0 0 0 0 0 19863434 0 19863434 0 0 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 DIRECT MAIL SOLICITATION MAILINGS 0 364650 44400 320250 364650 44400 320250 CA SPRING INTO HEALTH 203366 192466 10900 9110 24218 6150 2416 203366 192466 10900 9110 24218 6150 2416 41894 -30994 1 CHILD ADVOCATES OF SILICON VALLEY INC 509 VALLEY WAY BLDG 2 MILPITAS CA 95035 770250773 501C3 52500 0 SEE PART IV COMMUNITY FOOD BANK OF SAN BENITO COUNTY 1133 SAN FELIPE ROAD HOLLISTER CA 95023 770306871 501C3 128432 0 SEE PART IV COMMUNITY SERVICES AGENCY 204 STIERLIN ROAD MOUNTAIN VIEW CA 94043 941422465 501C3 175000 0 SEE PART IV FAMILY SUPPORTIVE HOUSING INC 692 N KING ROAD SAN JOSE CA 95133 770106237 501C3 150000 0 SEE PART IV GARDNER FAMILY HEALTH NETWORK INC 160 EAST VIRGINIA STREET SUITE 100 SAN JOSE CA 95112 941743078 501C3 150000 0 SEE PART IV GARDNER FAMILY HEALTH NETWORK INC 160 EAST VIRGINIA STREET SUITE 100 SAN JOSE CA 95112 941743078 501C3 252500 0 SEE PART IV INDIAN HEALTH CENTER OF SANTA CLARA VALLEY INC 1333 MERIDIAN AVE SAN JOSE CA 95125 942476242 501C3 150000 0 SEE PART IV JOVENES DE ANTANO DEL CONDADO DE SAN BENITO 300 WEST ST HOLLISTER CA 95023 942280033 501C3 86250 0 SEE PART IV KOREAN AMERICAN COMMUNITY SERVICES 136 BURTON AVE SAN JOSE CA 95112 942659848 501C3 77500 0 SEE PART IV ROOTS COMMUNITY HEALTH CENTER SOUTH BAY 9925 INTERNATIONAL BLVD STE 5 OAKLAND CA 946032558 262583954 501C3 150000 0 SEE PART IV SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY 6840 VIA DEL ORO STE 210 SAN JOSE CA 951191372 770031679 501C3 150000 0 SEE PART IV SILICON VALLEY COMMUNITY FOUNDATION 2440 W EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 205205488 501C3 200000 0 SEE PART IV ST JOSEPH'S FAMILY CENTER 7950 CHURCH STREET SUITE A GILROY CA 95020 030391775 501C3 100000 0 SEE PART IV SUN STREET CENTERS 11 PEACH DR SALINAS CA 939013710 946138701 501C3 130000 0 SEE PART IV WEST VALLEY COMMUNITY SERVICES 10104 VISTA DR CUPERTINO CA 950142253 942211685 501C3 152500 0 SEE PART IV YMCA OF SAN BENITO COUNTY A BRANCH OF THE CENTRAL COAST YMCA 351 TRES PINOS ROAD SUITE A-201 HOLLISTER CA 95023 770202335 501C3 55318 0 SEE PART IV YOUTH ALLIANCE 310 FOURTH ST STE 101 HOLLISTER CA 95023 770377245 501C3 140000 0 SEE PART IV 17 0 DONATED FOOD 8509 751572 FMV FROM IN-KIND DONATION FOOD BASKET, FAMILY RESOURCE CENTER, MOBILE FOOD PART I, LINE 2: THE HEALTH TRUST HAS SYSTEMS AND A FORMAL APPLICATION PROCESS IN PLACE FOR ALL APPLICANTS INTERESTED IN RECEIVING FUNDING FROM THE ORGANIZATION. INTERESTED APPLICANTS MUST SUBMIT FUNDING REQUESTS THROUGH THE AGENCY'S BLACKBAUD GRANTMAKING ONLINE PORTAL. OUR PORTAL HAS A FEDERAL TAX VERIFICATION AND WATCH LIST FEATURE. STAFF VERIFIES BOTH THE TAX AND WATCH LIST STATUS FOR ALL GRANT APPLICANTS. IN MARCH 2023, STAFF INCORPORATED AN ADDITIONAL DUE DILIGENCE PROCESS THAT INCLUDES VERIFYING THE ORGANIZATIONS' CALIFORNIA STATE TAX-EXEMPT STATUS THROUGH THE CALIFORNIA FRANCHISE TAX BOARD. COPIES OF THE TAX EXEMPTION (FEDERAL AND STATE) AND WATCH LIST STATUS ARE INCLUDED WITH ALL CHECK REQUESTS, ONCE THE BOARD OF TRUSTEES APPROVES A GRANT. DURING THE LIFE OF A GRANT, STAFF MONITORS THE GRANT REGULARLY. GRANTEES ARE REQUIRED TO PARTICIPATE IN AT LEAST ONE SITE VISIT AND/OR CALL AND SUBMIT AN INTERIM BUDGET REPORT (ALL AT THE MID-POINT OF THE GRANT). FOR GRANTS THAT GO BEYOND A 12-MONTH PERIOD, WE CONDUCT ADDITIONAL SITE VISITS AND/OR CALLS. THE REPORTING REQUIREMENTS ARE INCLUDED IN THE GRANT CONTRACTS AND AWARD LETTERS. DURING THE GRANT MONITORING CHECK-IN, STAFF INQUIRE ABOUT THE STATUS OF THE GRANT, PROJECT GOALS AND OUTCOMES. STAFF ALSO INQUIRES ABOUT THE STATUS OF THE PROJECT BUDGET, CONFIRMING THAT FUNDS ARE BEING SPENT DOWN AS APPROVED BY THE BOARD AND WITHIN THE PROJECTED TIMEFRAME. AS NOTED IN THE GRANT CONTRACT, GRANTEES CAN MAKE LINE ITEM MODIFICATIONS WITHIN THE EXISTING LINE ITEMS, AS LONG AS IT DOES NOT EXCEED 10% OF ANY LINE ITEM. IN THE EVENT THAT NEW LINE ITEMS NEED TO BE INCLUDED OR CHANGES EXCEED THE APPROVED 10%, GRANTEES MUST SUBMIT A BUDGET REVISION TEMPLATE, WITH A JUSTIFICATION OF THE PROPOSED BUDGET CHANGES AND ANY IMPACT THIS CHANGE WILL HAVE ON THE GRANT. BUDGET MODIFICATIONS MUST FIRST BE REVIEWED AND APPROVED BY STAFF. AT THE END OF THE GRANT PERIOD, ALL GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT, BOTH NARRATIVE AND BUDGET REPORT TO CONFIRM THAT ALL FUNDS WERE SPENT ACCORDINGLY. GRANTEES MUST RETURN ANY UNSPENT GRANT FUNDS TO THE HEALTH TRUST. SCHEDULE I, PART II, COLUMN (H) THE HEALTH TRUST AWARDED A TOTAL OF $2,375,000 IN GRANTS IN FISCAL YEAR 2022. THE HEALTH TRUST AWARDED 18 HEALTH PARTNERSHIP GRANTS TOTALING $2,350,000 AND 41 GOOD SAMARITAN GRANTS TOTALING $75,000. THERE WERE OTHER REDUCTIONS TOTALING $50,000 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 CHILD ADVOCATES OF SILICON VALLEY - $52,500 OVER 18 MONTHS TO STRENGTHEN CHILD ADVOCATE'S SERVICE DELIVERY BY DEVELOPING INTERVENTION MODELS TO SUPPORT NON-MINOR DEPENDENTS (NMDS) (18-21 YEARS OLD) SO THAT THEY HAVE A FAIR CHANCE TO THRIVE, ESPECIALLY AFTER THEY EXIT FOSTER CARE. COMMUNITY FOOD BANK OF SAN BENITO COUNTY - $128,432 OVER 15 MONTHS TO REMOVE BARRIERS TO FOOD ACCESS FOR LOW-INCOME RESIDENTS IN SAN BENITO COUNTY BY STABILIZING AND STRENGTHENING THE OPERATIONS OF THE COMMUNITY FOOD BANK. COMMUNITY SERVICES AGENCY - $175,000 OVER 18 MONTHS TO STRENGTHEN COMMUNITY SERVICES AGENCY'S CAPACITY TO SUPPORT ITS MISSION: TO ACT AS THE COMMUNITY'S SAFETY NET BY PROVIDING CRITICAL SUPPORT SERVICES THAT PRESERVE AND PROMOTE STABILITY, SELF-RELIANCE, AND DIGNITY. FAMILY SUPPORTIVE HOUSING, INC. - $150,000 OVER 18 MONTHS TO PROVIDE FAMILIES EXPERIENCING HOMELESSNESS THE RESOURCES, SUPPORT, AND ACCESS TO HEALTHCARE NEEDED TO MAKE HEALTHY LIFESTYLE CHOICES TO PROMOTE SELF-SUFFICIENCY AND WELLNESS THROUGH FSH'S HEALTHY FAMILY PROGRAM. GARDNER FAMILY HEALTH NETWORK, INC. - $150,000 OVER 12 MONTHS TO IMPROVE OVERALL ACCESS AND QUALITY OF CARE IN DISEASE MANAGEMENT FOR PATIENTS WHO ARE DIABETIC. GARDNER FAMILY HEALTH NETWORK, INC. - $252,500 OVER 24 MONTHS TO COMPLETE TENANT IMPROVEMENT TO TRANSFORM A 9,907 SQUARE FOOT BUILDING THAT WILL BE OWNED AND OCCUPIED BY GARDNER HEALTH SERVICES INTO A SPECIALTY MENTAL HEALTH FAMILY TREATMENT & PREVENTION CENTER IN EAST SAN JOSE. INDIAN HEALTH CENTER OF SANTA CLARA VALLEY $150,000 OVER 12 MONTHS TO PROVIDE UNCONTROLLED DIABETIC PATIENTS WITH NUTRIENT AND FITNESS CLASSES, HEALTH EDUCATION, AND CARE COORDINATION, AND TO MITIGATE SOCIAL DETERMINANTS OF HEALTH (SDOH) BARRIERS. JOVENES DE ANTANO DEL CONDADO DE SAN BENITO - $86,250 OVER 3 MONTHS TO IMPROVE THE HEALTH AND WELL-BEING OF 80 SAN BENITO COUNTY SENIORS WHO ARE HOMEBOUND AND LOW-INCOME BY PROVIDING DAILY HOME DELIVERED HOT MEALS AND WELFARE CHECKS. KOREAN AMERICAN COMMUNITY SERVICES - $77,500 OVER 12 MONTHS TO SUPPORT THE HEALTH AND WELL-BEING OF KACS VULNERABLE SENIORS BY 1) MAINTAINING ACCESS TO NUTRITIOUS FOOD FOR 70 SENIOR NUTRITION PROGRAM PARTICIPANTS FIVE DAYS A WEEK AND 2) INCREASING ACCESS TO SENIOR WELLNESS PROGRAMS TO SUPPORT SENIORS' PHYSICAL AND MENTAL HEALTH. ROOTS COMMUNITY HEALTH CENTER - $150,000 OVER 12 MONTHS TO IMPROVE HEALTH OUTCOMES IN TYPE 2 DIABETES CARE WITHIN COMMUNITIES OF AFRICAN DESCENT BY INCREASING AWARENESS, EDUCATION, ACCESS, AND OPPORTUNITY TO ENGAGE IN CARE, AND SUPPORTING LIFESTYLE CHANGES. SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY - $150,000 OVER 12 MONTHS TO STRENGTHEN AND STREAMLINE ITS ACCESS TO CARE FOR HIV/STI SERVICES BY: 1) STRENGTHENING ITS SYSTEMS AND CAPACITY, INCLUDING ELECTRONIC HEALTH RECORD (EHR) IMPROVEMENTS, WORKFLOWS, AND STAFF TRAINING; AND 2) PROVIDING PREP (PRE-EXPOSURE PROPHYLAXIS) MEDICATION DIRECTLY FROM SHC CLINIC SITES. SILICON VALLEY COMMUNITY FOUNDATION - $200,000 OVER 15 MONTHS TO IDENTIFY AND SUPPORT ORGANIZATIONS ADDRESSING SOCIAL DETERMINANTS OF HEALTH THAT FOSTER GREATER CREATIVITY AND HELP BUILD COMMUNITY AND POWER TO PROMOTE A JUST, EQUITABLE AND INCLUSIVE SILICON VALLEY. ST. JOSEPH'S FAMILY CENTER - $100,000 OVER 8 MONTHS TO SUPPORT THE LONG-TERM SUSTAINABILITY OF ST. JOSEPH'S FAMILY CENTER AS IT EMBARKS ON AN ORGANIZATIONAL AND LEADERSHIP RESTRUCTURE. SUN STREET CENTERS - $130,000 OVER 12 MONTHS TO STRENGTHEN SUN STREET CENTERS ORGANIZATIONAL CAPACITY TO ENSURE THAT WOMEN IN THE SUBSTANCE USE DISORDER PROGRAM IN HOLLISTER RECEIVE MENTAL HEALTH SUPPORT WHILE IN THE PROGRAM, AND UPON DISCHARGE ARE REFERRED TO LOCAL CONTINUED SUPPORT, AS NEEDED, TO ATTAIN LONG-TERM HEALTH GOALS. WEST VALLEY COMMUNITY SERVICES OF SANTA CLARA COUNTY, INC. - $152,500 OVER 12 MONTHS TO ORGANIZE COMMUNITY MEMBERS WHO HAVE EXPERIENCED FOOD AND HOUSING INSECURITY TO ADVOCATE FOR PUBLIC POLICY CHANGE, ASSUME LEADERSHIP ROLES, AND PARTICIPATE IN POLICY DECISIONS AND DISCUSSIONS, RESULTING IN EMPOWERMENT, SYSTEMIC CHANGE, AND COLLECTIVE LIBERATION. YMCA OF SAN BENITO COUNTY, A BRANCH OF THE CENTRAL COAST YMCA - $55,318 OVER 15 MONTHS TO PILOT THE HEALTHY FAMILY HOME PROGRAM: A 12-MONTH PROGRAM DESIGNED TO HELP FAMILIES LEARN AND CREATE HEALTHY HABITS TOGETHER, LOWERING THEIR RISK OF DEVELOPING TYPE 2 DIABETES THROUGH LONG-TERM FAMILY LIFESTYLE CHANGES. YOUTH ALLIANCE - $140,000 OVER 18 MONTHS TO SUPPORT YOUTH AND FAMILIES IN SOUTH SANTA CLARA COUNTY THROUGH: 1) PROGRAMMATIC SUPPORT THAT WILL STRENGTHEN EXISTING PROGRAMS AND SERVICES; AND 2) CAPACITY SUPPORT TO ACQUIRE A PERMANENT YOUTH IMPACT CENTER IN GILROY. SCHEDULE I, PART II, COLUMN (H) GOOD SAMARITAN GRANTS ALUM ROCK COUNSELING CENTER - $1,500 ARCC'S 2023 FUNDRAISING LUNCHEON ON APRIL 28, 2023 AMERICAN HEART ASSOCIATION - $2,500 WORLD HEART DAY - A CONVERSATION WITH EDDIE GARCIA AND DAMIAN TRUJILLO ON OCTOBER 22, 2022 ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT - $2,500 BETTER TOGETHER - FIRESIDE CHAT AND FUNDRAISER ON AUGUST 25, 2022 BAY AREA WOMEN'S SPORTS INITIATIVE - $2,500 ANNUAL SPRING GALA ON MAY 5, 2023 BILL WILSON MARRIAGE AND FAMILY COUNSELING CENTER - $2,500 GOLDEN ANNIVERSARY CELEBRATION DINNER ON MAY 19, 2023 CAMINAR - $1,000 IN CELEBRATION WITH CAMINAR: AN EVENING OF CAUSE, COMMUNITY, AND CONNECTION ON OCTOBER 8, 2022 CHICANA LATINA FOUNDATION - $2,500 ANNUAL AWARDS CELEBRATION ON JANUARY 27, 2023 CHILD ADVOCATES SILICON VALLEY - $2,500 CHILD ADVOCATES OF SILICON VALLEY'S ANNUAL GALA 2022 ON APRIL 23, 2022 COMMUNITY SOLUTIONS - $2,500 HEALING HEARTS GALA ON APRIL 22, 2023 ELEVATE COMMUNITY CENTER - $2,500 JANUARY 2023 DOMESTIC VIOLENCE/FAMILY LAW CLINIC ON JANUARY 21, 2023 FIRST 5 SAN BENITO COUNTY - $2,500 FLOOD RELIEF PROGRAM IN JANUARY 2023 GAY PRIDE CELEBRATION COMMITTEE OF SAN JOSE DBA SILICON VALLEY PRIDE - $2,500 SILICON VALLEY PRIDE FESTIVAL SPONSORSHIP ON AUGUST 27-28, 2022 GUADALUPE RIVER PARK CONSERVANCY - $1,000 PUMPKINS IN THE PARK ON OCTOBER 8, 2022 HAPPY HOLLOW FOUNDATION - $2,500 SENIOR SAFARI 2022 HEALTHIER KIDS FOUNDATION - $1,000 ANNUAL SYMPOSIUM - AT A GLANCE: STATUS OF CHILDREN'S HEALTH ON MAY 25, 2023 HEALTHRIGHT 360 - $500 ASIAN AMERICAN RECOVERY SERVICES - SISTER TO SISTER LEADERSHIP CONFERENCE ON MAY 11, 2023 HOMEFIRST - $1,750 IN FROM THE COLD 2022 ON NOVEMBER 5, 2022 JEWISH FAMILY SERVICES OF SILICON VALLEY - $750 GOOD DAY JFS! 2023 ON JUNE 2, 2023 LATINA COALITION SILICON VALLEY - $2,500 2022 ANNUAL SISTERHOOD BRUNCH ON OCTOBER 9, 2022 LATINA COALITION SILICON VALLEY - $500 FUTURA FEST CAREER FAIR CHILDCARE ON JUNE 25, 2023 LIVE OAK ADULT DAY SERVICES - $2,000 40TH ANNIVERSARY CELEBRATION ON APRIL 29, 2023 LOCAL COLOR SAN JOSE - $1,000 31 SKULLS ON OCTOBER 29, 2022 MOSAIC AMERICA - $1,000 HEALING GARDEN AT MOSAIC FESTIVAL SILICON VALLEY 2022 NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE - $1,000 LIGHT UP THE NIGHT 2022 NO TIME TO WASTE - $1,500 7/250: FEED THE NEED THROUGH DECEMBER 2023 PARISI HOUSE ON THE HILL - $1,000 PARISI HOUSE GARDEN PARTY ON OCTOBER 8, 2022 PROSPERITY LAB FOR OFFICE OF COUNCILMEMBER KARINA DOMINGUEZ - $2,500 RENEW YOUR SOUL WELLNESS SESSIONS IN FALL 2022 SPRING 2023 RECOVERY CAF - $2,500 11TH ANNUAL CLOSING THE GAP FUNDRAISER ON THURSDAY MAY 4, 2023 SAN JOSE GRAIL FAMILY SERVICES - $2,000 GFS ANNUAL FUNDRAISER LUNCHEON ON SEPTEMBER 22, 2022 SARATOGA AREA SENIOR COORDINATING COUNCIL - $1,000 SASCC HEALTH FAIR ON SEPTEMBER 10, 2022 SCHOOL OF ARTS & CULTURE - $2,500 TRES VINOS / AVENIDA DE ALTARES ON OCTOBER 28, 2022 SCHOOL OF ARTS & CULTURE FOR COLOUR ME GOLD - $500 COLOUR ME GOLD FEATURING MAKING MOVIES, IRENE DIAZ, YOSIMAR REYES, AND ODALYCIOUS! ON APRIL 9, 2023 SCHOOL OF ARTS & CULTURE FOR LATINO LEADERSHIP ALLIANCE - $2,500 THE 5TH ANNUAL LATINO LEADERSHIP GALA ON MAY 25, 2022 SILICON VALLEY COMMUNITY FOUNDATION - $5,000 EMERGENCY AND DISASTER RELIEF FUND IN JANUARY 2023 SV HOME - $2,500 AFFORDABLE HOUSING MONTH IN MAY 2023 UJIMA ADULT AND FAMILY SERVICES FOR BLACK LEADERSHIP KITCHEN CABINET - $2,500 BLACK FAMILY DAY ON FEBRUARY 24, 2023 VALLEY MEDICAL CENTER FOUNDATION - $1,000 WOMEN'S LEADERSHIP AND POLICY SUMMIT ON SEPTEMBER 24, 2022 VALLEY MEDICAL CENTER FOUNDATION - $1,000 2023 WOMEN'S LEADERSHIP AND POLICY SUMMIT ON APRIL 29, 2023 VEGGIELUTION FOR OFFICE OF ASSEMBLYMEMBER ASH KALRA - $500 SAN JOSE VEGGIE FEST ON SEPTEMBER 19, 2022 YOUTH ALLIANCE - $2,500 2023 EMERGENCY RELIEF PROJECT IN SAN BENITO COUNTY, CA IN JANUARY 2023 YU-AI KAI JAPANESE AMERICAN COMMUNITY SERVICE - $1,000 49TH ANNIVERSARY EVENT & JAPANTOWN FUN RUN ON MARCH 4 AND APRIL 23, 2023 X X X X X 0 1 0 0 0 0 0 1 0 MICHELE LEW CEO 341874 0 9889 0 0 0 32118 0 10314 0 394195 0 0 0 AMY CHAN CAO 212221 0 6133 0 0 0 22876 0 928 0 242158 0 0 0 ELISA KOFF-GINSBORG EXECUTIVE DIR ASSOC OF MENTAL HEALTH 163294 0 4838 0 0 0 4234 0 1526 0 173892 0 0 0 KELLY CHAU SR. VP OF PROGRMS (THRU 12/22) 158621 0 0 0 0 0 4389 0 658 0 163668 0 0 0 CARLENE SCHMIDT DIR. OF DEVELOPMENT 132254 0 0 0 0 0 7418 0 16941 0 156613 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, 2023, THE HEALTH TRUST DID NOT MAKE ANY CONTRIBUTIONS TO THE 457(F) PLAN. PART I, LINE 7 MICHELE LEW, CEO AND AMY CHAN, CAO RECEIVED NON-FIXED DISCRETIONARY BONUSES BASED ON THE INDEPENDENT DECISION BY THE BOARD OF TRUSTEES BASED ON OVERALL PERFORMANCE AND MARKET COMPENSATION. X 2 5447 FMV X 1 751571 $1.93/LB FEEDING AMERICA X LAPTOP 1 729 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. 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. FINANCIAL ADMINISTRATIVE SUPPORT SERVICES 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95118 454919178 ACCOUNTING SERVICE CA THE HEALTH TRUST C 4500450 1303276 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 1 0 1 0 1 FINANCIAL ADMINISTRATIVE SUPPORT SERVICES M 521364 COST BASED CONTRACT FINANCIAL ADMINISTRATIVE SUPPORT SERVICES Q 176502 COST