Civic Intelligence

The Health Trust

990 • Fiscal year 2012 • EIN 94-6050231

Jul 01, 2011 to Jun 30, 2012 • Filed on Apr 23, 2013

3180 Newberry Dr Suite 20095118
Siviq Scores

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

Liabilities / Assets

12th percentile

0.03x

Higher debt load relative to assets than 12% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

6th percentile

-8.3%

Faster asset growth than 6% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$109,956,037

Down $9,970,947 (-8.3%) from 2011

Net Assets

Down

$106,382,022

Down $8,271,524 (-7.2%) from 2011

Liabilities

Down

$3,574,015

Down $1,699,423 (-32%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$17,157,948

Up $1,365,104 (+8.6%) from 2011

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

2012

Assets$109,956,037
Liabilities$3,574,015
Net Assets$106,382,022

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

2012

Revenue-
Expenses$17,157,948
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Apr 23, 2013
Return Version
2011v1.5
Gross Receipts
$60,889,842
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 2012, 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. The ASC also developed and adopted a Policy Agenda."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 2012, 16,000 copies of Healthy Steps; an award winning health & wellness guide were distributed through workshops and presentations in partnership with 200+ organizations serving seniors."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 2012, 67,137 meals were delivered to a total of 508 unduplicated individuals. Ninety-one percent of the MOW recipients reported that the MOW services are good or excellent. Ninety-nine percent reported that the MOW services were "somewhat or extremely important" in helping them to remain in their homes. 232 deliveries of groceries were also provided to our clients. "Caregiver Capacity Building. The Caregiver strategy was carried out in association with the Aging Services Collaborative (see above). During FY 2012, a Caregiver's Count conference was held with 120 attendees in multiple languages. In addition, a grant was made to research and analyze caregiver demographics and resources in Santa Clara County and for the preparation of a blueprint for action. "Community Engagement We continued to operate the AGEnts for Change program, engaging between 25 and 50 seniors in education and the development and implementation of a Social Action Plan. In addition, the Senior Peer Advocate program supported and trained a corps of 20 senior volunteers that provide information and assistance to seniors at 9 sites in the county.
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 (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 2012, The Health Trust made 4 grants in this strategy, totaling $257,274. A grant of $50,000 was made to Ag Innovations to support the Santa Clara County Food System Alliance, an Alliance charged with identifying and implementing specific local policy and advocacy efforts and building greater local leadership and support. A grant of $100,000 was also provided to Our City Forest, to develop and bring to scale a fruit tree stewardship program for low-income residents. Two additional grants were made to support the planning and evaluation of the Healthy Food Resources strategy including a $57,274 grant to Karp Resources, to create a program design and business plan for Fresh Carts, a mobile produce vending program, and a $50,000 grant to The Food Trust to evaluate the FY 2011 cohort of Healthy Food Resources grantees. During 2012, The Health Trust also launched Campaign for Healthy Food San Jose, an effort to change city policies that make it costly and time-intensive to bring new healthy food resources into San Jose. Additionally, during 2012, The Health Trust began the 1st year of its second three-year AmeriCorps grant that annually will place up to 24 full-time 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. Creating Healthy Places: During 2012, The Health Trust provided 13 new grants in aggregate amount of $772,600. 4 grants, totaling $285,000, were made to California WALKS, Greenbelt Alliance, Mt. Madonna, a branch of YMCA of Silicon Valley, and TransForm, to support efforts to change policies and create systems to increase neighborhood walkability and transportation. 4 grants, totaling $213,500, were made to address policy and systems barriers to increasing access to healthy food in low-income communities. These grants included grants to Children's Discovery Museum, My Three Squares, Valley Medical Center Foundation, and Working Partnerships USA. 3 grants were made to San Benito County, totaling $191,500, to create new opportunities for youth to access healthy food and physical activity, as well as build the capacity of youth to promote and make policy and environmental changes in their community. In addition, a grant of $75,000 was made to Generations Community Wellness to change faith-based organizational practice and policies to promote healthy eating and active living, and a grant of $7,600 was made to Change Lab Solutions, to provide technical assistance on model Farmers' Market policies, as part of Campaign for Healthy Food San Jose.
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 2012, 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. The ASC also developed and adopted a Policy Agenda."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 2012, 16,000 copies of Healthy Steps; an award winning health & wellness guide were distributed through workshops and presentations in partnership with 200+ organizations serving seniors."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 2012, 67,137 meals were delivered to a total of 508 unduplicated individuals. Ninety-one percent of the MOW recipients reported that the MOW services are good or excellent. Ninety-nine percent reported that the MOW services were "somewhat or extremely important" in helping them to remain in their homes. 232 deliveries of groceries were also provided to our clients. "Caregiver Capacity Building. The Caregiver strategy was carried out in association with the Aging Services Collaborative (see above). During FY 2012, a Caregiver's Count conference was held with 120 attendees in multiple languages. In addition, a grant was made to research and analyze caregiver demographics and resources in Santa Clara County and for the preparation of a blueprint for action. "Community Engagement We continued to operate the AGEnts for Change program, engaging between 25 and 50 seniors in education and the development and implementation of a Social Action Plan. In addition, the Senior Peer Advocate program supported and trained a corps of 20 senior volunteers that provide information and assistance to seniors at 9 sites in the county.
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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. We 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 776 parents and 729 children 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 FY 2012, DH launched the "Housing 1,000" campaign. During FY 2012, THT also provided Medical Social Work services to DH clients who are medically fragile.Disruptive Innovation Grants Program. To effect greater change in the social services sector, THT awarded five Disruptive Innovation grants totaling $427,722 to Silicon Valley nonprofits in October of 2012. Inspired by the Disruptive Innovation Theory of Harvard Business School Professor, Clayton Christensen,THT's goals with this grants program is to disrupt how the social services sector serves the community in a way that is simpler and less expensive than traditionally has been done. THT awarded two grants to Catholic Charities of Santa Clara County (CCSSC). The first grant in the amount of $100,000 is for the Step Up Silicon Valley initiative to explore a venture capital approach to funding nonprofits based on performance that saves taxpayers money. The second grant to CCSSC in the amount of $50,000 is to train low-income Latina women to set up their own physical activity and nutrition instructor businesses, that will be more affordable, accessible and culturally tailored than traditional health clubs. Additionally, $127,722 was awarded to the Community Technology Alliance to explore the feasibility of providing basic mobile phone services to homeless and extremely low-income persons. The intention is to provide seamless access to health care, employment and housing for low-income persons via cell phones. $50,000 was awarded to the Law Foundation of Silicon Valley, Health Legal Services, to explore ways to provide legal advice and basic legal services on the web for those who cannot afford an attorney. $100,000 was awarded to the Greenbelt Alliance to develop a new system to engage neighborhoods in community land use issues using web and mobile devices.In order to qualify for funding, these agencies had to be more than innovative. Simply doing what they do better or more efficiently was not enough. They had to show that their innovations would be 'disruptive', meaning they would serve an untapped market at a reduced cost and provide "good enough" service that would improve the wellbeing of low-income individuals and communities.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 2012, 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
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IRS990/Form990PartVIISectionA/NamePerson9Marianne Jackson
IRS990/Form990PartVIISectionA/NamePerson10Charles Bullock
IRS990/Form990PartVIISectionA/NamePerson11Juan Benitez
IRS990/Form990PartVIISectionA/NamePerson12Cindy Ruby
IRS990/Form990PartVIISectionA/NamePerson13Martin Fishman MD
IRS990/Form990PartVIISectionA/NamePerson14Ruma Kumar MD
IRS990/Form990PartVIISectionA/NamePerson15Karen Danna
IRS990/Form990PartVIISectionA/NamePerson16Frederick Ferrer
IRS990/Form990PartVIISectionA/NamePerson17Richard Triolo
IRS990/Form990PartVIISectionA/NamePerson18Michael Barsanti
IRS990/Form990PartVIISectionA/NamePerson19Ira Holtzman
IRS990/Form990PartVIISectionA/NamePerson20Todd Hansen
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IRS990/Form990PartVIISectionA/NamePerson24Steve Rice
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IRS990/Form990PartVIISectionA/Title3Board Member
IRS990/Form990PartVIISectionA/Title4Board Member
IRS990/Form990PartVIISectionA/Title5Board Member
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IRS990/Form990PartVIISectionA/Title19CFO
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IRS990/Form990PartVIISectionA/Title21VP Programs
IRS990/Form990PartVIISectionA/Title22DH, Exec Dir
IRS990/Form990PartVIISectionA/Title23Fund Dev Dir
IRS990/Form990PartVIISectionA/Title24Controller
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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