Civic Intelligence

The Health Trust

990 • Fiscal year 2011 • EIN 94-6050231

Jul 01, 2010 to Jun 30, 2011 • Filed on Apr 27, 2012

2105 S Bascom Ave95008
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.04x

Higher debt load relative to assets than 14% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$119,926,984

Up $14,490,063 (+14%) from 2010

Net Assets

Up

$114,653,546

Up $14,642,618 (+15%) from 2010

Liabilities

Down

$5,273,438

Down $152,555 (-2.8%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$15,792,844

Down $185,346 (-1.2%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $105,436,921Liabilities 2010: $5,425,993Net Assets 2010: $100,010,9282010Assets 2011: $119,926,984Liabilities 2011: $5,273,438Net Assets 2011: $114,653,5462011Assets 2012: $109,956,037Liabilities 2012: $3,574,015Net Assets 2012: $106,382,0222012Assets 2013: $115,446,153Liabilities 2013: $3,396,066Net Assets 2013: $112,050,0872013Assets 2014: $123,714,751Liabilities 2014: $2,939,482Net Assets 2014: $120,775,2692014Assets 2015: $118,197,297Liabilities 2015: $1,783,470Net Assets 2015: $116,413,8272015Assets 2016: $106,877,135Liabilities 2016: $1,522,358Net Assets 2016: $105,354,7772016Assets 2017: $115,725,010Liabilities 2017: $2,621,395Net Assets 2017: $113,103,6152017Assets 2018: $116,504,049Liabilities 2018: $3,382,898Net Assets 2018: $113,121,1512018Assets 2019: $115,713,214Liabilities 2019: $2,820,500Net Assets 2019: $112,892,7142019Assets 2020: $113,798,767Liabilities 2020: $2,959,132Net Assets 2020: $110,839,6352020Assets 2021: $138,810,819Liabilities 2021: $2,308,139Net Assets 2021: $136,502,6802021Assets 2022: $121,710,824Liabilities 2022: $1,506,856Net Assets 2022: $120,203,9682022Assets 2023: $124,963,416Liabilities 2023: $2,363,451Net Assets 2023: $122,599,9652023Assets 2024: $129,922,263Liabilities 2024: $2,279,376Net Assets 2024: $127,642,8872024Assets 2025: $136,803,917Liabilities 2025: $2,636,814Net Assets 2025: $134,167,1032025

Highlighted filing

2011

Assets$119,926,984
Liabilities$5,273,438
Net Assets$114,653,546

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $15,978,1902010Expenses 2011: $15,792,8442011Expenses 2012: $17,157,9482012Expenses 2013: $15,676,6862013Revenue 2014: $14,163,426Expenses 2014: $16,168,592Net Income 2014: -$2,005,1662014Revenue 2015: $15,220,440Expenses 2015: $17,795,366Net Income 2015: -$2,574,9262015Revenue 2016: $13,835,626Expenses 2016: $19,457,436Net Income 2016: -$5,621,8102016Revenue 2017: $28,069,088Expenses 2017: $20,390,556Net Income 2017: $7,678,5322017Revenue 2018: $21,337,330Expenses 2018: $20,769,559Net Income 2018: $567,7712018Revenue 2019: $21,558,760Expenses 2019: $19,513,410Net Income 2019: $2,045,3502019Revenue 2020: $25,557,598Expenses 2020: $23,429,512Net Income 2020: $2,128,0862020Revenue 2021: $21,227,060Expenses 2021: $20,568,144Net Income 2021: $658,9162021Revenue 2022: $27,941,301Expenses 2022: $18,977,103Net Income 2022: $8,964,1982022Revenue 2023: $20,287,539Expenses 2023: $18,894,126Net Income 2023: $1,393,4132023Revenue 2024: $21,536,455Expenses 2024: $22,715,007Net Income 2024: -$1,178,5522024Revenue 2025: $16,515,068Expenses 2025: $9,960,673Net Income 2025: $6,554,3952025

Highlighted filing

2011

Revenue-
Expenses$15,792,844
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Apr 27, 2012
Return Version
2010v3.2
Gross Receipts
$64,315,902
Mission and Program Overview

Mission

The mission is to build health equity in silicon valley.

Major Activities

Activity 2
The Healthy Aging Initiative was launched in January 2008 and strikes a balance between primary prevention for promoting the health and wellness of older adults and approaches that acknowledge the unique service needs of an aging society. The initiative pursues a variety of strategies including (1) Leadership & Coordination through the Aging Services Collaborative, (2) Health Promotion Program Expansion, (3) Social Connection and Nutrition, (4) Caregiver Capacity Building and (5) Community Engagement of older adults. Specific accomplishments and outcomes for each of these strategies are listed below."Leadership & Coordination: Aging Services Collaborative. The Health Trust coordinates and provides leadership to the Aging Services Collaborative (ASC), a "consortium of organizations and individuals working together to provide leadership and build community-wide capacity to support, maintain, and promote the well-being of older adults and their caregivers in Santa Clara County." During FY 2011, 122 professionals and senior advocates, representing 87 organizations, participated in the ASC by attending professional development presentations, leading advocacy efforts to sustain safety net programs for seniors, engaging in community planning efforts for aging and by hosting two conferences. "Health Promotion Program Expansion. This strategy focuses on increasing the capacity of organizations to provide best practice health promotion programs to older adults including physical activity, disease management and falls prevention. During FY 2011, 9,000 copies of Healthy Steps; an award winning health & wellness guide were distributed in partnership with 200+ organizations serving seniors. In addition during FY 2011, a two year $150,000 grant was made to establish the Silicon Valley Healthy Aging Partnership as a vehicle for planning and coordinating the expansion of evidence-based health promotion programs with training, outreach and technical assistance. In addition, a Request for Proposal was issued for the distribution of another $250,000 for replication and expansion of these programs."Social Connection and Nutrition. The Health Trust operates a Meals on Wheels (MOW) program that provides home-delivered meals to seniors and people with disabilities. In FY 2011, 92,793 meals were delivered to a total of 645 unduplicated individuals. Ninety-seven percent of the MOW recipients reported that the MOW services are good or excellent. One hundred percent reported that the MOW services were "extremely important" in helping them to remain in their homes. "Caregiver Capacity Building. The Caregiver strategy was carried out in association with the Aging Services Collaborative (see above). During FY 2011, a Caregiver's Count conference was held with 120 attendees in multiple languages. In addition, grants were made to increase outreach and improve resource databases for caregivers dealing with dementia. See below."Community Engagement This has been primarily a grantmaking strategy during FY 2010 with two grants made; one to Alzheimer's Association of No. California for updating and expanding a resource database for Alzheimer's disease and dementia care programs and services including training for providers, and a second to Mills Peninsula Hospital Retired Senior Volunteer Program for a training conference and technical assistance targeted to senior service providers on how to effectively engage the new "boomer" volunteer. In addition, a new AGEnts for Change program was established to recruit and train seniors advocating for seniors.
Activity 3
The Healthy Living Initiative focuses on increasing access to physical activity and nutrition through changing environments. This environmental change approach relies on leadership, partnerships, advocacy and policy development. Currently, two strategies have been prioritized within the initiative including (1) Healthy Food Resources, and (2) Creating Healthy Places (formerly referred to as two separate strategies, Organizational Wellness and General Plan). Specific accomplishments and outcomes for each of the Healthy Living Initiative strategies are listed below.Healthy Food Resources: This strategy focuses on promoting and supporting community and school gardens, farmers markets, community supported agriculture, and mobile produce vending. The goals of the Healthy Food Resources strategy are to ensure that residents have access to affordable locally grown produce within mile of their neighborhood, and that residents meet the Healthy People 2020 objectives for daily fruit and vegetable consumption. In 2011, building on The Health Trust's 2010 Health Food Resources RFP, a second RFP was released to guide the selection of, and ultimately fund, 5 grants to implement policy and environmental changes that increase access to locally grown fruits and vegetables with the goal of increasing fruit and vegetable consumption and preventing obesity. An additional grant of $50,000 was provided to the Food Trust to evaluate the impact and outcomes of the Healthy Food Resources grant strategy. Two additional grants were made within this strategy, including a grant of $19,000 to Ag Innovations Network to create a formal, multi-stakeholder entity, the Silicon Valley Food System Alliance, that will develop community strategies, policies and programs that promote a sustainable food system and increase access to healthy foods for Santa Clara County and Northern San Benito County residents, and $54,220 to Karp Resources to conduct an assessment of the feasibility of establishing entrepreneurially-run mobile produce businesses in four target cities in Santa Clara County to increase access to affordable and healthy food.Additionally, during 2011, The Health Trust began the 3rd year of its three-year AmeriCorps grant that annually places up to 46 AmeriCorps members with 11 partner garden organizations with the goal of increasing access to and consumption of fruits and vegetables in low-income neighborhoods. Evaluation results for this project show increased availability of fresh fruit and vegetables, increased knowledge about healthy eating, and increases in fruit and vegetable consumption among children and youth. A request for renewal funding was submitted in 2011 for an additional 3 years of AmeriCorps support. [Continued below in sectiion 4d]
Filing and Contact Details

Filer

EIN
94-6050231
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IRS990/Activity2/Description0The Healthy Aging Initiative was launched in January 2008 and strikes a balance between primary prevention for promoting the health and wellness of older adults and approaches that acknowledge the unique service needs of an aging society. The initiative pursues a variety of strategies including (1) Leadership & Coordination through the Aging Services Collaborative, (2) Health Promotion Program Expansion, (3) Social Connection and Nutrition, (4) Caregiver Capacity Building and (5) Community Engagement of older adults. Specific accomplishments and outcomes for each of these strategies are listed below."Leadership & Coordination: Aging Services Collaborative. The Health Trust coordinates and provides leadership to the Aging Services Collaborative (ASC), a "consortium of organizations and individuals working together to provide leadership and build community-wide capacity to support, maintain, and promote the well-being of older adults and their caregivers in Santa Clara County." During FY 2011, 122 professionals and senior advocates, representing 87 organizations, participated in the ASC by attending professional development presentations, leading advocacy efforts to sustain safety net programs for seniors, engaging in community planning efforts for aging and by hosting two conferences. "Health Promotion Program Expansion. This strategy focuses on increasing the capacity of organizations to provide best practice health promotion programs to older adults including physical activity, disease management and falls prevention. During FY 2011, 9,000 copies of Healthy Steps; an award winning health & wellness guide were distributed in partnership with 200+ organizations serving seniors. In addition during FY 2011, a two year $150,000 grant was made to establish the Silicon Valley Healthy Aging Partnership as a vehicle for planning and coordinating the expansion of evidence-based health promotion programs with training, outreach and technical assistance. In addition, a Request for Proposal was issued for the distribution of another $250,000 for replication and expansion of these programs."Social Connection and Nutrition. The Health Trust operates a Meals on Wheels (MOW) program that provides home-delivered meals to seniors and people with disabilities. In FY 2011, 92,793 meals were delivered to a total of 645 unduplicated individuals. Ninety-seven percent of the MOW recipients reported that the MOW services are good or excellent. One hundred percent reported that the MOW services were "extremely important" in helping them to remain in their homes. "Caregiver Capacity Building. The Caregiver strategy was carried out in association with the Aging Services Collaborative (see above). During FY 2011, a Caregiver's Count conference was held with 120 attendees in multiple languages. In addition, grants were made to increase outreach and improve resource databases for caregivers dealing with dementia. See below."Community Engagement This has been primarily a grantmaking strategy during FY 2010 with two grants made; one to Alzheimer's Association of No. California for updating and expanding a resource database for Alzheimer's disease and dementia care programs and services including training for providers, and a second to Mills Peninsula Hospital Retired Senior Volunteer Program for a training conference and technical assistance targeted to senior service providers on how to effectively engage the new "boomer" volunteer. In addition, a new AGEnts for Change program was established to recruit and train seniors advocating for seniors.
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IRS990/Activity3/Description0The Healthy Living Initiative focuses on increasing access to physical activity and nutrition through changing environments. This environmental change approach relies on leadership, partnerships, advocacy and policy development. Currently, two strategies have been prioritized within the initiative including (1) Healthy Food Resources, and (2) Creating Healthy Places (formerly referred to as two separate strategies, Organizational Wellness and General Plan). Specific accomplishments and outcomes for each of the Healthy Living Initiative strategies are listed below.Healthy Food Resources: This strategy focuses on promoting and supporting community and school gardens, farmers markets, community supported agriculture, and mobile produce vending. The goals of the Healthy Food Resources strategy are to ensure that residents have access to affordable locally grown produce within mile of their neighborhood, and that residents meet the Healthy People 2020 objectives for daily fruit and vegetable consumption. In 2011, building on The Health Trust's 2010 Health Food Resources RFP, a second RFP was released to guide the selection of, and ultimately fund, 5 grants to implement policy and environmental changes that increase access to locally grown fruits and vegetables with the goal of increasing fruit and vegetable consumption and preventing obesity. An additional grant of $50,000 was provided to the Food Trust to evaluate the impact and outcomes of the Healthy Food Resources grant strategy. Two additional grants were made within this strategy, including a grant of $19,000 to Ag Innovations Network to create a formal, multi-stakeholder entity, the Silicon Valley Food System Alliance, that will develop community strategies, policies and programs that promote a sustainable food system and increase access to healthy foods for Santa Clara County and Northern San Benito County residents, and $54,220 to Karp Resources to conduct an assessment of the feasibility of establishing entrepreneurially-run mobile produce businesses in four target cities in Santa Clara County to increase access to affordable and healthy food.Additionally, during 2011, The Health Trust began the 3rd year of its three-year AmeriCorps grant that annually places up to 46 AmeriCorps members with 11 partner garden organizations with the goal of increasing access to and consumption of fruits and vegetables in low-income neighborhoods. Evaluation results for this project show increased availability of fresh fruit and vegetables, increased knowledge about healthy eating, and increases in fruit and vegetable consumption among children and youth. A request for renewal funding was submitted in 2011 for an additional 3 years of AmeriCorps support. [Continued below in sectiion 4d]
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IRS990/Description04a. The Healthy Communities Initiative pursues a variety of strategies aimed at reducing health disparities including (1) Addressing the Root Causes of Health Disparities, (2) Chronic Disease Prevention and Management, (3) Oral Health, and (4) Health Care Linkages. The program accomplishments and outcomes for each of these strategies are listed below.Addressing the Root Causes of Health Disparities. This strategy includes raising awareness about the root causes of health disparities and partnering in our community to address health through a focus on the Social Determinants of Health. One specific way we do this is by increasing the diversity of healthcare professionals in the local workforce through pipeline programs that expose students to health careers. Over 500 young people from diverse backgrounds were exposed to community health work through the Open Air Health Fair. We also address root causes through the Learning Together Initiative funded by SCC FIRST 5. In partnership with Catholic Charities of SCC and San Juan Batista Child Development Centers, we provide a variety of child and family development services in County Supervisorial Districts #3 and #4 to families from low income communities. These services are focused on ensuring children enter kindergarten healthy and ready to learn and to promote healthy households. Stable housing is a critical social determinant of health. To provide support to ending homelessness in the county, The Health Trust agreed to serve as fiscal sponsor of Destination Home (DH). This program's mission is to end chronic homelessness in Santa Clara County and during FY11, DH launched the "Housing 1,000" campaign. Chronic Disease Prevention and Management. This strategy has three main components: Community-based Chronic Disease Prevention, Chronic Disease Self-Management (aka Better Choices Better Health) Classes, and AIDS Services. During FY 2011, over 2,500 individuals received Chronic Disease Prevention and or self-management services through home- and community-based health education, resulting in increased knowledge about screening for and prevention of chronic diseases. Key CDSM outcomes include an increase in behaviors that help manage disease such as physical activity and healthy eating, reduction in disease symptoms, increased self-efficacy for disease management, and reduction in hospitalizations. Another important aspect of the prevention of chronic disease involves targeting communities with higher rates of obesity and certain chronic conditions. THT has now worked closely with the local Mexican Consulate for three years. A number of services are provided with funding through the Ventanilla De Salud program, most focused on reducing obesity. The Health Trust, in partnership with Second Harvest Food Bank and the Mexican Consulate, provides fresh and healthy produce to eligible families through a monthly Produce Mobile. By bringing the produce to Tropicana Shopping Center, a central location for the surrounding community, the Produce Mobile increases access and affordability of fresh fruits and vegetables, and in turn, combats the obesity trend and all of the associated health risks among residents of the county. In fiscal year 2011, over 60,000 lbs of fresh produce was distributed to individuals through this program. Within the AIDS Services program, The Health Trust offers Social Work Case Management Services, Level 1 Case Management, Nursing Case Management, Transportation Assistance, Food Support, Home Health, Housing Assistance, and Emergency Funds. Key outcomes of AIDS Services included improved medication adherence, and utilization of routine medical care. Additional outcomes achieved included increased capacity to remain in stable, affordable and permanent housing and improved nutrition. [Continued below in sectiion 4d]
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IRS990/MissionDescription0The mission of The Health Trust is to lead the Silicon Valley community to advance wellness. Our vision is to transform Silicon Valley into the healthiest region in America through three initiatives:Healthy Living - focuses on reducing the rates of overweight and obesity through healthy nutrition and physical activity Healthy Aging - focuses on supporting the health of our aging population so they can spend more years in good health and be engaged as vital members of their communities Healthy Communities - focuses on reducing and eliminating health disparities These initiatives will make a positive impact across all of the levels of influence that affect health - from individual behaviors to broader environmental issues such as neighborhood conditions and public policies. The work of the initiatives encompasses direct client services, community and environmental change strategies, advocacy and policy strategies, and grantmaking strategies.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$137$2.64$134$16.5$9.96$6.55
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$2.28$128$21.5$22.7$1.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$2.36$123$20.3$18.9$1.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$122$1.51$120$27.9$19.0$8.96
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$139$2.31$137$21.2$20.6$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$114$2.96$111$25.6$23.4$2.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$2.82$113$21.6$19.5$2.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$117$3.38$113$21.3$20.8$0.57
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$2.62$113$28.1$20.4$7.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$1.52$105$13.8$19.5$5.62
2015Detailed filing. Detailed filing data is available for this year.$118$1.78$116$15.2$17.8$2.57
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$124$2.94$121$14.2$16.2$2.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$3.40$112$15.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$3.57$106$17.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$5.27$115$15.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$5.43$100$16.0