Liabilities / Assets
12th percentile
Higher debt load relative to assets than 12% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
12th percentile
Higher debt load relative to assets than 12% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
48th percentile
Faster asset growth than 48% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$115,446,153
Up $5,490,116 (+5.0%) from 2012
Net Assets
Up$112,050,087
Up $5,668,065 (+5.3%) from 2012
Liabilities
Down$3,396,066
Down $177,949 (-5.0%) from 2012
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$15,676,686
Down $1,481,262 (-8.6%) from 2012
Net Income
-
No earlier filing loaded for comparison.
The mission is to build health equity in silicon valley.
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 1453810 |
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| IRS990/Activity2/Description | 0 | 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 2013, 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 FY13, a Falls Prevention Task Force was formed to expand education throughout Santa Clara County on falls prevention.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 2013, 75,712 meals were delivered to a total of 676 unduplicated individuals. Ninety 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. 973 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 2013, a Caregivers 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/Activity2/Grants | 0 | 541656 |
| IRS990/Activity3/Description | 0 | The Healthy Living Initiative focuses on food access in low-income communities so that all residents have affordable, healthy food options within 1/2 mile of their home and that residents meet the CDCs Healthy People 2020 objective for daily fruit and vegetable consumption. In 2013, The Health Trust awarded 23 organizations a total of $1,074,312 to increase Healthy Food Resources, Create Healthy Places, and Build Capacity. Healthy Food Resources: Due to The Health Trusts and partners advocacy, The City of San Jose adopted The New Food Rules in August 2012 to allow neighborhood agriculture (community and home gardens) as an approved use in residential zones, while the State of California passed the Cottage Food Law. This legislation allowed residents to participate more freely in the creation and expansion of a local food system while reducing economic and geographic barriers to obtaining healthy foods. Building upon the foundation of the New Food Rules, The Health Trust provided Healthy Food Resources grants to expand Small, Certified Farmers Markets to residential zones, support groups that trained residents to grow food at home, and create entrepreneurial opportunities for residents to sell produce in low-income areas through mobile Fresh Carts. In addition, the Health Trust engaged in a planning and assessment process around healthy cornerstores, which would eventually lead to a Healthy Cornerstore Program that provides healthier food options in local stores. To support these initiatives, The Health Trust funded a Marketing and Advertising Firm, Salter-Mitchell, to begin developing a city-wide marketing and branding campaign that would draw customers to the new Fresh Carts, healthy cornerstores, and farmers markets. A grant was also awarded to Silicon Valley Eats to prepare a TV show to educate viewers on healthy food preparation in order to ensure residents have the skills to utilize the new food resources. At schools, The Health Trust launched a Lets Move Salad Bars to Schools campaign by placing 10 salad bars in low-income schools and providing matched funding for an additional 10 salad bars. In addition to the Healthy Food Resource strategy grants listed above, The Health Trust also awarded grants to organizations that sought to Create Healthy Places that encouraged physical activity and healthy eating. Farmers markets were launched on county property, and the program provided a model for other organizations hoping to launch markets on county land. San Benito County was awarded a grant to research and implement Safe Routes to School that improved walkability and bicycle safety, and Youth Alliance received a grant to build youth capacity to advocate for environmental changes in their community that support healthy eating and physical activity. The Health Trust also released its first round of Capacity Building Grants, which provided ten community-based organizations up to $20,000 to identify a capacity need and then develop and implement strategies to address those capacity needs within the organizations. In addition to the individual grants and projects, The Health Trust also engaged consultants, who provided the grantees with monthly learning sessions aimed at increasing their knowledge and skills in fundraising, management, and other identified areas of need. During 2013, the Health Trust entered its second year of the 3-year Silicon Valley Health Corps grant, received from California Volunteers. Twenty-four Americorps members work at ten sites to grow fruits and vegetables at community and school gardens and provide on-site nutrition education to students. The members also help develop and maintain distribution systems that feed low-income families with the garden and farm harvest. |
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| IRS990/ActivityOrMissionDescription | 0 | The 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 for everyone through three initiatives: Healthy Living, Healthy Aging and Healthy Communities. |
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| IRS990/Description | 0 | 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 200 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 #4 and #3 to over 2,000 parents and children from low income communities. These services are focused on ensuring children enter kindergarten healthy and ready to learn and to promote healthy households. The Health Trust continues to serve as fiscal sponsor of Destination Home (DH). This programs mission is to end chronic homelessness in Santa Clara County and during FY 2012, DH launched the Housing 1,000 campaign. Since the launch, during FY 2013, over 400 individuals have been placed into permanent housing. Disruptive Innovation Grants. In FY 2013, The Health Trust awarded five grants totaling $427,722 to Silicon Valley nonprofits attempting to disrupt the ways the social services sector serves the community that are simpler and less expensive than traditional methods. The Health Trust is one of just a few foundations working to translate Disruptive Innovation theory into the social services sector.THT awarded two grants to Catholic Charities of Santa Clara County (CCSSC). The first grant in the amount of $100,000 for the Step Up Silicon Valley initiative to explore social impact bonds, a financing method that would potentially shift the way nonprofits are funded. Non-profits now operate on a combination of government dollars, grants and donations. This project will look at the feasibility of funding projects through a venture capital approach, with returns based on an agencys performance. The second was in the amount of $50,000 to train low-income Latina women to set up their own physical activity and nutrition instructor businesses. Low-income and minority women are challenged by unemployment and underemployment as well as higher rates of overweight and obesity. Helping women develop their own Zumba and nutrition businesses will allow low-income women more access to exercise and healthy food choices from culturally competent instructors who are more affordable and accessible than traditional health clubs.A grant for $127,722 was made 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. Another grant for $50,000 was made to the Law Foundation of Silicon Valley, Health Legal Services, to explore the ways to provide legal advice and basic legal services on the web for those who cannot afford an attorney. $100,000 was awarded to Greenbelt Alliance to develop a new system to engage neighborhoods in community land use issues using the web and mobile devices. From master planning to individual park enhancement to bike lanes, city and county governments have worked to engage community members on how land is used. Unfortunately, few people tend to participate and, when they |
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| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 11 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 12 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 13 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 14 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 15 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 16 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 17 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 18 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 19 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 20 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 21 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 1 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 2 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 3 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 4 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 5 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 6 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 7 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 8 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 9 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 10 | Board member |
| IRS990/Form990PartVIISectionA/Title | 11 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 12 | Board Member |
| IRS990/Form990PartVIISectionA/Title | 13 | CEO |
| IRS990/Form990PartVIISectionA/Title | 14 | Board member |
| IRS990/Form990PartVIISectionA/Title | 15 | CFO |
| IRS990/Form990PartVIISectionA/Title | 16 | COO |
| IRS990/Form990PartVIISectionA/Title | 17 | VP Programs |
| IRS990/Form990PartVIISectionA/Title | 18 | DH, Exec Dir |
| IRS990/Form990PartVIISectionA/Title | 19 | Health Aging Dir |
| IRS990/Form990PartVIISectionA/Title | 20 | Communications Dir |
| IRS990/Form990PartVIISectionA/Title | 21 | HR Director |
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| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | true |
| IRS990/FSAuditedBasis/FinancialStatementConsolidated | 0 | X |
| IRS990/FundraisingActivities | 0 | true |
| IRS990/FundraisingDirectExpenses | 0 | 12873 |
| IRS990/FundsToPayPremiums | 0 | false |
| IRS990/GainOrLoss/Securities | 0 | 3172872 |
| IRS990/Gaming | 0 | false |
| IRS990/GovernmentGrants | 0 | 5111627 |
| IRS990/Grants | 0 | 1754646 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 3348910 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 2947920 |
| IRS990/GrantsPayable/BOY | 0 | 1609919 |
| IRS990/GrantsPayable/EOY | 0 | 1855579 |
| IRS990/GrantsToDomesticIndividuals/Total | 0 | 0 |
| IRS990/GrantsToDomesticOrgs/ProgramServices | 0 | 3348910 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 3348910 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | true |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 25498089 |
| IRS990/GrossIncomeFundraisingEvents | 0 | 91535 |
| IRS990/GrossReceipts | 0 | 34973788 |
| IRS990/GrossRents/Real | 0 | 150530 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | false |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartVI | 0 | X |
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| IRS990/InformationTechnology/Total | 0 | 0 |
| IRS990/Insurance/ManagementAndGeneral | 0 | 77114 |
| IRS990/Insurance/ProgramServices | 0 | 15756 |
| IRS990/Insurance/Total | 0 | 92870 |
| IRS990/IntangibleAssets/EOY | 0 | 0 |
| IRS990/Interest/Total | 0 | 0 |
| IRS990/InventoriesForSaleOrUse/EOY | 0 | 0 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 4502757 |
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| IRS990/InvestmentIncomePriorYear | 0 | 3091499 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 1329885 |
| IRS990/InvestmentInJointVenture | 0 | false |
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| IRS990/InvestmentsProgramRelated/EOY | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 73932993 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 72937280 |
| IRS990/InvestTaxExemptBonds | 0 | false |
| IRS990/LandBldgEquipmentAccumDeprec | 0 | 2842193 |
| IRS990/LandBuildingsEquipmentBasis | 0 | 20881998 |
| IRS990/LandBuildingsEquipmentBasisNet/BOY | 0 | 9322322 |
| IRS990/LandBuildingsEquipmentBasisNet/EOY | 0 | 18039805 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 22325217 |
| IRS990/LessRentalExpenses/Real | 0 | 177247 |
| IRS990/LicensedMoreThanOneState | 0 | false |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LobbyingActivities | 0 | true |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembersOrStockholders | 0 | false |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | true |
| IRS990/MinutesOfGoverningBody | 0 | true |
| IRS990/MissionDescription | 0 | The 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. |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/NameOfPrincipalOfficerPerson | 0 | Frederick Ferrer |
| IRS990/NbrIndependentVotingMembers | 0 | 17 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 18 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 18 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 106382022 |
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| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 3172872 |
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| IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn | 0 | 78662 |
| IRS990/NetIncomeFromGaming/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
| IRS990/NetRentalIncomeOrLoss/ExclusionAmount | 0 | -26717 |
| IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn | 0 | -26717 |
| IRS990/NoncashContributions | 0 | 687713 |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 200 |
| IRS990/NumberIndependentVotingMembers | 0 | 17 |
| IRS990/NumberIndividualsGT100K | 0 | 5 |
| IRS990/NumberOf8282Filed | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 3 |
| IRS990/NumberOfEmployees | 0 | 188 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/Fundraising | 0 | 22359 |
| IRS990/Occupancy/ManagementAndGeneral | 0 | 58302 |
| IRS990/Occupancy/ProgramServices | 0 | 1079084 |
| IRS990/Occupancy/Total | 0 | 1159745 |
| IRS990/OfficeExpenses/Fundraising | 0 | 12284 |
| IRS990/OfficeExpenses/ManagementAndGeneral | 0 | 53371 |
| IRS990/OfficeExpenses/ProgramServices | 0 | 945507 |
| IRS990/OfficeExpenses/Total | 0 | 1011162 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | true |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/OnBehalfOfIssuer | 0 | false |
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Displayed year
2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.