NonprofitsThe Health Trust

Health Care

The Health Trust

SAN JOSE, CA

Total revenue

$21.5M

Total expenses

$22.7M

Net assets

$127.6M

Grants received

$12.9M

182 grants

EIN

946050231

Tax year

2023

Mission

To build health equity in silicon valley.

Programs

2 programs

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. Housing services reaches more than 710 individuals, of which 182 are for individuals living with hiv/aids. (continue on sch o) 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 2024, hpp served 79 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 2024, hfh served 118 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 2024, the health trust served 196 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 2024, the health trust provided ecm services to 156 clients and cs to 165 clients.

Expenses: $6.8MGrants: $328K

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 690 low-income clients. During q4 of 2024, 85% of clients on highly active antiretroviral therapy had undetectable hiv viral (continue on sch o) loads (compared to 65% nationally and 64.7% in california for 2022), and 76% of clients engaged in medical care.

Expenses: $4.8MGrants: $2.2M

Financials

FY 2023

Revenue

Contributions & grants$13.3M
Program service revenue$1.9M
Investment income$5.9M
Other revenue$409K
Total revenue$21.5M

Expenses

Grants paid$4.4M
Salaries & benefits$9.0M
Fundraising$681K
Other expenses$9.3M
Total expenses$22.7M
Total assets$129.9M
Net assets$127.6M

People

23 listed

NameRoleCompensation

MICHELE LEW

CEO (THRU 06/24)

Board

$387K

40 hrs/wk

AMY CHAN

CHIEF ADMINISTRATIVE OFFICER

Board

$259K

40 hrs/wk

GREG HENDERSON

BOARD MEMBER

Board

2 hrs/wk

EFREN ROSAS MD

BOARD MEMBER

Board

2 hrs/wk

BRAD BARON

BOARD MEMBER

Board

2 hrs/wk

LISA YARBROUGH-GAUTHIER

CHAIR

Board

2 hrs/wk

RAJAN NARANG

BOARD MEMBER

Board

2 hrs/wk

WEI-TING CHEN

BOARD MEMBER

Board

2 hrs/wk

NEYSA FLIGOR

BOARD MEMBER

Board

2 hrs/wk

RHONDA MCCLINTON-BROWN

BOARD MEMBER

Board

2 hrs/wk

CAMILLE LLANES-FONTANILLA MPA

VICE CHAIR (THRU 06/24)

Board

2 hrs/wk

ROBERT ROBLEDO

SECRETARY (THRU 06/24)

Board

2 hrs/wk

ANN RAVEL

BOARD MEMBER (THRU 06/24)

Board

2 hrs/wk

BEN DUBIN

BOARD MEMBER

Board

2 hrs/wk

CRAIG STEPHENS PHD

BOARD MEMBER

Board

2 hrs/wk

DAVID O'REILLY

BOARD MEMBER

Board

2 hrs/wk

EDWARD REGINELLI

BOARD MEMBER

Board

2 hrs/wk

SHUANTA MCGEE

VP OF PROGRAMS (THRU 06/24)

Staff

$204K

40 hrs/wk

ELISA KOFF-GINSBORG

DIRECTOR OF MENTAL HEALTH

Staff

$169K

40 hrs/wk

CARLENE SCHMIDT

DIRECTOR OF DEVELOPMENT (THRU 10/23)

Staff

$136K

40 hrs/wk

MARIA GARCIA

DIRCTOR OF GRANT MAKING

Staff

$135K

40 hrs/wk

MATTHEW VANDERWERF

DIRECTOR OF HUMAN RESOURCES

Staff

$134K

40 hrs/wk

TASHA JEFFERSON

DIRECTOR OF HOUSING (THRU 06/24)

Staff

$131K

40 hrs/wk

Independent contractors

10TH AVENUE CONSULTING LLC

SALESFORCE CONSULTING

$274K

PARADOX TECHNOLOGY

IT SUPPORT

$211K

Grants received

Showing 182 of 182

FromAmountPurposeYear
$143K
healthcare programs
2024
$141K
24-51233 - TO PROVIDE PROJECT SUPPORT.
2024
$15K
NON-PROFIT ORNGANIZATION DEDICATED TO TRANSFORMING SILICON VALLEY INTO THE HEALTHIEST REGION IN AMERICA FOR EVERYONE THROUGH THREE INITIATIVES: HEALTHY LIVING, HEALTHY AGING, AND HEALTHY COMMUNITIES.
2024
$10K
PROGRAM SUPPORT
2024
$8K
PROJECT SUPPORT
2024
$7K
UNRESTRICTED GENERAL SUPPORT
2024
$4K
EDUCATIONAL ASSISTANCE
2024
$1K
ORGANIZATION TRYING TO BUILD HEALTH EQUITY IN SILICON VALLEY.
2024
$1K
COMMUNITY SERVICES
2024
$1K
General & Unrestricted
2024
$300
Donation
2024
$50
VOLUNTEER PROGRAM
2024
$655K
Title III-C
2023
$350K
ECONOMIC SECURITY
2023
$341K
TO PREVENT HUNGER
2023
$152K
healthcare programs
2023
$150K
The Health Trust Food Is Medicine Nutrition Interv
2023
$141K
TO PROVIDE GENERAL OPERATING SUPPORT
2023
$38K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$31K
PROJECT SUPPORT
2023
$31K
PROJECT SUPPORT
2023
$25K
GENERAL SUPPORT
2023
$22K
For grant recipient's exempt purposes
2023
$18K
UNRESTRICTED GENERAL SUPPORT
2023
$15K
NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING SILICON VALLEY INTO THE HEALTHIEST REGION IN AMERICA FOR EVERYONE THROUGH THREE INITIATIVES: HEALTHY LIVING, HEALTHY AGING, AND HEALTHY COMMUNITIES.
2023
$15K
PROGRAM/OPERATING SUPPORT
2023
$10K
DESIGNATION (2023 FOOD PANTRY SUPPT)
2023
$10K
UNRESTRICTED GENERAL SUPPORT
2023
$9K
2 COMMERCIAL FREEZERS AND 1 FRIDGE
2023
$6K
GENERAL SUPPORT
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$4K
EDUCATIONAL ASSISTANCE
2023
$3K
Program Support
2023
$2K
ORGANIZATION TRYING TO BUILD HEALTH EQUITY IN SILICON VALLEY.
2023
$1K
MEDICAL
2023
$1K
General & Unrestricted
2023
$1K
PROGRAM/OPERATING SUPPORT
2023
$680
UNRESTRICTED
2023
$531
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2023
$500
PROGRAM/OPERATING SUPPORT
2023
$500
PROGRAM/OPERATING SUPPORT
2023
$400
EMPLOYEE MATCHING GIFT
2023
$200
Donation
2023
$163
PROGRAM/OPERATING SUPPORT
2023
$458K
Title III-C
2022
$350K
ECONOMIC SECURITY
2022
$334K
TO PREVENT HUNGER
2022
$131K
GENERAL OPERATING SUPPORT
2022
$119K
HEALTHCARE PROGRAMS
2022
$100K
HEALTHCARE PROGRAMS
2022
$64K
For grant recipient's exempt purposes
2022
$25K
SCAN WILL SUPPORT PERSONNEL COST OF A SPANISH SPEAKING PROGRAM ASSOCIATE, WHO WILL WORK ON RECRUITING, ONBOARDING AND SERVING 25+ LATINX CLIENTS INTO THE FRIENDS FROM MEALS ON WHEELS (FMOW) PROGRAM AND HELP WITH CONTINUED SERVICE DELIVERY TO 100 FMOW CLIENTS OVER A ONE YEAR PERIOD. FMOW IS A SENIOR SOCIALIZATION PROGRAM THAT PROVIDES WEEKLY HOME VISIT SERVICES, TELEPHONE CALL SERVICES, GROUP TELEVISIT SERVICES, AND PROVIDE MONTHLY MAILINGS TO ISOLATED, LOW-INCOME, AND HOMEBOUND SENIORS WHO LIVE ALONE. WITH THE RECRUITMENT AND GROWTH OF SPANISH SPEAKING OLDER ADULTS INTO THE PROGRAM, THE ASSOCIATE WILL DEVELOP SPANISH LANGUAGE APPROPRIATE MATERIALS, CONDUCT CLIENT CALLS, AND OFFER GROUP FACILITATION IN SPANISH. THE PROGRAM IS EXPECTED TO HELP ISOLATED LATINX SENIORS BY HELPING THEM BUILD SOCIAL CONNECTIONS, RELATIONSHIPS, AND NEW FRIENDSHIPS.
2022
$21K
PROJECT SUPPORT
2022
$20K
PROGRAM/OPERATING SUPPORT
2022
$18K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$18K
UNRESTRICTED GENERAL SUPPORT
2022
$13K
HEALTH, GENERAL
2022
$10K
UNRESTRICTED GENERAL SUPPORT
2022
$9K
GENERAL SUPPORT
2022
$6K
EDUCATIONAL ASSISTANCE
2022
$6K
UNRESTRICTED GENERAL
2022
$5K
UNRESTRICTED GENERAL SUPPORT
2022
$5K
SUPPORT PUBLIC CHARITY PROGRAMS
2022
$2K
ORGANIZATION TRYING TO BUILD HEALTH EQUITY IN SILICON VALLEY.
2022
$2K
Funds to support Meals on Wheels
2022
$1K
NUTRITIONAL SERVICES PROGRAM
2022
$1K
General & Unrestricted
2022
$1K
UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
2022
$500
PROGRAM/OPERATING SUPPORT
2022
$400
Donation
2022
$200
PROGRAM/OPERATING SUPPORT
2022
$100
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2022
$365K
ECONOMIC SECURITY
2021
$344K
TO PREVENT HUNGER
2021
$311K
Title III-C & D
2021
$45K
For grant recipient's exempt purposes
2021
$45K
For grant recipient's exempt purposes
2021
$28K
For recipient's exempt purpose
2021
$11K
PROJECT SUPPORT AND OTHER SERVICES
2021
$10K
AIDS SERVICES FOODBASKET PROGRAM
2021
$5K
MEET AN UNSERVED NEED
2021
$5K
SUPPORT PUBLIC CHARITY PROGRAMS
2021
$2K
ORGANIZATION TRYING TO BUILD HEALTH EQUITY IN SILICON VALLEY.
2021
$1K
General & Unrestricted
2021
$500
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2021
$100
DONATIONS
2021
$450K
ECONOMIC SECURITY
2020
$357K
TO PREVENT HUNGER
2020
$234K
Title III-C & D
2020
$151K
TO PROVIDE PROGRAM SUPPORT
2020
$105K
TO PROVIDE GENERAL OPERATING SUPPORT
2020
$75K
HEALTHY INDIVIDUALS AND COMMUNITIES
2020
$75K
CHARITY FOR THE SICK AND NEEDY
2020
$70K
GENERAL SUPPORT
2020
$70K
SUPPORT FOR THE FRIENDS FROM MEALS ON WHEELS PROGRAM
2020
$50K
FUNDING FOR CAPITAL EXPENDITURES
2020
$50K
ESSENTIAL HUMAN SERVICES COVID 19 RESPONSE GRANT
2020
$50K
Food is Medicine: Delivery of Medically Tailored M
2020
$40K
NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING SILICON VALLEY INTO THE HEALTHIEST REGION IN AMERICA FOR EVERYONE THROUGH THREE INITIATIVES: HEALTHY LIVING, HEALTHY AGING, AND HEALTHY COMMUNITIES.
2020
$40K
COVID-19 RAPID RESPONSE
2020
$39K
PROJECT SUPPORT AND OTHER SERVICES
2020
$31K
GENERAL SUPPORT
2020
$29K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$20K
FUNDING TO SUPPORT THE HEALTH TRUST'S HOME-DELIVERED MEAL PROGRAM PROVIDING MEDICALLY TAILORED MEALS TO OLDER ADULTS WITH CHRONIC HEALTH CONDITIONS THROUGHOUT SANTA CLARA COUNTY.
2020
$20K
Community Support and Safety
2020
$20K
UNRESTRICTED CONTRIBUTION
2020
$20K
COVID-19 RAPID RESPONSE
2020
$17K
For grant recipient's exempt purposes
2020
$16K
Clothing for Newborn Babies in Need
2020
$15K
UNRESTRICTED GENERAL SUPPORT
2020
$15K
PROGRAM SUPPORT
2020
$11K
GENERAL OPERATING SUPPORT
2020
$10K
General & Unrestricted
2020
$10K
GENERAL ASSISTANCE
2020
$9K
TO PROVIDE HOSPITAL/CLINICAL EQUIPMENT
2020
$8K
General Support
2020
$5K
UNRESTRICTED GENERAL
2020
$3K
EDUCATIONAL ASSISTANCE
2020
$1K
General & Unrestricted
2020
$400
MATCHING GRANTS
2020
$1.0M
TO PREVENT HUNGER
2019
$760K
TO PREVENT HUNGER
2019
$270K
ECONOMIC SECURITY
2019
$140K
Title III-C & D
2019
$84K
For grant recipient's exempt purposes
2019
$38K
OPERATIONS
2019
$15K
The Health Trust HIV/AIDS Services COVID-19 Response
2019
$8K
General Support
2019
$5K
MEDICAL RESEARCH
2019
$3K
EDUCATIONAL ASSISTANCE
2019
$1K
General & Unrestricted
2019
$838K
TO PREVENT HUNGER
2018
$284K
Title III-C & D
2018
$234K
TO PROVIDE HEALTH CARE PROGRAMS
2018
$60K
For grant recipient's exempt purposes
2018
$36K
AIDS PREVENTION/CARE
2018
$10K
Unrestricted
2018
$8K
General Support
2018
$8K
TO SUPPORT THE MEALS ON WHEELS PROGRAM
2018
$1K
General & Unrestricted
2018
$138K
Title III-C & D
2017
$54K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$9K
HEALTH & HUMAN SERVICES
2017
$8K
General Support
2017
$3K
ASSISTING NEEDY
2017
$2K
ANNUAL WORLD AIDS DAY BENEFIT DINNER: FOR SPONSORSHIP OF AN ANNUAL DINNER TO RAISE AWARENESS AND SUPPORT FOR INDIVIDUALS LIVING WITH HIV/AIDS IN CALIFORNIA.
2017

Funded by

$12.9M from 58 funders · 182 grants · 2017–2024

Second Harvest Of Silicon Valley

$4.0M · 7 grants · 2018–2023

Sourcewise

$2.2M · 7 grants · 2017–2023

Stanford Health Care

$1.8M · 5 grants · 2019–2023

The Silicon Valley Leadership Group

$900K · 6 grants · 2018–2024

The Sobrato Family Foundation

$629K · 8 grants · 2020–2024

Silicon Valley Community Foundation

$609K · 4 grants · 2020–2024

Donor Advised Charitable Giving Inc

$486K · 7 grants · 2017–2023

Fidelity Investments Charitable Gift Fund

$391K · 8 grants · 2017–2023

Details

EIN946050231
NTEE codeE120
Subsection03
Ruling date1966-06
Formed1996
Employees140
Volunteers419
THE HEALTH TRUST — Mission, Financials & Grants Received | Grantivo