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Nonprofiteer
← THE HEALTH TRUST

Form 990 for tax year 2022

Filed by THE HEALTH TRUST.

Totals

Total revenue
$20,287,539
Total expenses
$18,894,126
Contributions and grants received
$11,920,230
Grants paid
$3,126,572
Program services expenses (Part IX)
$15,448,548
Management and general expenses
$2,733,857
Fundraising expenses
$711,721
Program service expenses (Part III)
$15,448,548

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT ROBLEDO

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ANN RAVEL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • RITA NGUYEN MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • BRAD BARON

    BOARD MEMBER (AS OF 06/23)

    Total calculated
    $0
    Hours/week
    2

  • WEI-TING CHEN

    BOARD MEMBER (AS OF 06/23)

    Total calculated
    $0
    Hours/week
    2

  • BEN DUBIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • NEYSA FLIGOR

    BOARD MEMBER (AS OF 06/23)

    Total calculated
    $0
    Hours/week
    2

  • JIM HEERWAGEN

    BOARD MEMBER (THRU 06/23)

    Total calculated
    $0
    Hours/week
    2

  • GREG HENDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • UJJAL KOHLI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • EMILY LAM MPP

    BOARD MEMBER (THRU 06/23)

    Total calculated
    $0
    Hours/week
    2

  • RHONDA MCCLINTON-BROWN

    BOARD MEMBER (AS OF 06/23)

    Total calculated
    $0
    Hours/week
    2

  • RAJAN NARANG

    BOARD MEMBER (AS OF 06/23)

    Total calculated
    $0
    Hours/week
    2

  • DAVID O'REILLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • EFREN ROSAS MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CRAIG STEPHENS PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LISA YARDBROUGH-GAUTHIER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MICHELE LEW

    CEO

    Total calculated
    $394,195
    From this org
    $351,763
    From related orgs
    $0
    Other
    $42,432
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $341,874
    Bonus
    $9,889
    Other
    $0
    Deferred
    $32,118
    Nontaxable benefits
    $10,314
    Filer's total
    $394,195

  • AMY CHAN

    CAO

    Total calculated
    $242,158
    From this org
    $218,354
    From related orgs
    $0
    Other
    $23,804
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,221
    Bonus
    $6,133
    Other
    $0
    Deferred
    $22,876
    Nontaxable benefits
    $928
    Filer's total
    $242,158

  • KELLY CHAU

    SR. VP OF PROGRMS (THRU 12/22)

    Total calculated
    $163,668
    From this org
    $158,621
    From related orgs
    $0
    Other
    $5,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,621
    Bonus
    $0
    Other
    $0
    Deferred
    $4,389
    Nontaxable benefits
    $658
    Filer's total
    $163,668

  • ELISA KOFF-GINSBORG

    EXECUTIVE DIR ASSOC OF MENTAL HEALTH

    Total calculated
    $173,892
    From this org
    $168,132
    From related orgs
    $0
    Other
    $5,760
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,294
    Bonus
    $4,838
    Other
    $0
    Deferred
    $4,234
    Nontaxable benefits
    $1,526
    Filer's total
    $173,892

  • CARLENE SCHMIDT

    DIR. OF DEVELOPMENT

    Total calculated
    $156,613
    From this org
    $132,254
    From related orgs
    $0
    Other
    $24,359
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,254
    Bonus
    $0
    Other
    $0
    Deferred
    $7,418
    Nontaxable benefits
    $16,941
    Filer's total
    $156,613

  • MARIA GARCIA

    PROG. OFFICER, GRANTS

    Total calculated
    $136,277
    From this org
    $125,108
    From related orgs
    $0
    Other
    $11,169
    Hours/week
    40

  • MATTHEW VANDERWERF

    DIRECTOR OF HR

    Total calculated
    $144,194
    From this org
    $124,782
    From related orgs
    $0
    Other
    $19,412
    Hours/week
    40

  • TERESA JOHNSON

    PROGRAM DIRECTOR, FOOD & NUTRITION

    Total calculated
    $140,651
    From this org
    $118,729
    From related orgs
    $0
    Other
    $21,922
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
22 January 2024
IRS schema version
2022v5.0
Source object
202400799349300300

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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