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Nonprofiteer
← THE HEALTH TRUST

Form 990 for tax year 2024

Filed by THE HEALTH TRUST.

Totals

Total revenue
$16,515,068
Total expenses
$9,960,673
Contributions and grants received
$2,174,767
Grants paid
$3,690,384
Program services expenses (Part IX)
$6,955,348
Management and general expenses
$2,574,519
Fundraising expenses
$430,806
Program service expenses (Part III)
$6,955,348

Program services were 69.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LISA YARBROUGH-GAUTHIER

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • DAVID O'REILLY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MICHELE LEW

    SECRETARY (THRU 06/25)

    Total calculated
    $0
    Hours/week
    2

  • BRAD BARON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • WEI-TING CHEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BEN DUBIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • NEYSA FLIGOR

    BOARD MEMBER (THRU 10/24)

    Total calculated
    $0
    Hours/week
    2

  • GREG HENDERSON

    BOARD MEMBER (THRU 06/25)

    Total calculated
    $0
    Hours/week
    2

  • RHONDA MCCLINTON-BROWN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RAJAN NARANG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • EDWARD REGINELLI

    BOARD MEMBER (THRU 06/25)

    Total calculated
    $0
    Hours/week
    2

  • EFREN ROSAS MD

    BOARD MEMBER (THRU 06/25)

    Total calculated
    $0
    Hours/week
    2

  • CRAIG STEPHENS PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • AMY CHAN CAO THRU 0624

    INTERIM CFO (START 07/24)

    Total calculated
    $368,794
    From this org
    $297,374
    From related orgs
    $0
    Other
    $71,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,100
    Bonus
    $0
    Other
    $1,274
    Deferred
    $38,292
    Nontaxable benefits
    $33,128
    Filer's total
    $368,794

  • MARIA GARCIA

    VP OF PROGRAMS & STRATEGY

    Total calculated
    $181,365
    From this org
    $163,459
    From related orgs
    $0
    Other
    $17,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,459
    Bonus
    $0
    Other
    $0
    Deferred
    $10,097
    Nontaxable benefits
    $7,809
    Filer's total
    $181,365

  • SHUANTA MCGEE

    VP OF PROGRAMS (THRU 06/24)

    Total calculated
    $148,838
    From this org
    $140,669
    From related orgs
    $0
    Other
    $8,169
    Hours/week
    40

  • ELISA KOFF-GINSBORG

    DIRECTOR OF MENTAL HEALTH

    Total calculated
    $186,797
    From this org
    $174,042
    From related orgs
    $0
    Other
    $12,755
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,042
    Bonus
    $0
    Other
    $0
    Deferred
    $11,213
    Nontaxable benefits
    $1,542
    Filer's total
    $186,797

  • MATTHEW VANDERWERF

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $181,385
    From this org
    $156,172
    From related orgs
    $0
    Other
    $25,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,172
    Bonus
    $10,000
    Other
    $0
    Deferred
    $10,437
    Nontaxable benefits
    $14,776
    Filer's total
    $181,385

  • NGOC HO

    DIRECTOR OF BUSINESS OPERATIONS

    Total calculated
    $145,670
    From this org
    $136,430
    From related orgs
    $0
    Other
    $9,240
    Hours/week
    40

  • YUKIKO HATANAKA

    CLINICAL SUPERVISOR (THRU 6/24)

    Total calculated
    $125,301
    From this org
    $123,313
    From related orgs
    $0
    Other
    $1,988
    Hours/week
    40

  • MICHELE LEW

    CEO (THRU 06/24)

    Total calculated
    $283,301
    From this org
    $267,532
    From related orgs
    $0
    Other
    $15,769
    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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • MICHELE LEW

    CEO (THRU 06/24)

    Schedule J breakdown

    Base
    $266,826
    Bonus
    $0
    Other
    $706
    Deferred
    $9,713
    Nontaxable benefits
    $6,056
    Filer's total
    $283,301

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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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, LINES 4A-B
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, 2024, THE HEALTH TRUST DID NOT MAKE ANY CONTRIBUTIONS. YUKIKO HATANAKA, CLINICAL SUPERVISOR, RECEIVED A SEVERANCE PAYMENT OF $13,330 IN 2024. SHUANTA MCGEE, VP OF PROGRAMS, RECEIVED A SEVERANCE PAYMENT OF $27,691 IN 2024.
PART I, LINE 7
MATTHEW VANDERWERF, DIRECTOR OF HUMAN RESOURCES, AND NGOC HO, DIRECTOR OF BUSINESS OPERATIONS, 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

  • SILICON VALLEY COMMUNITY FOUNDATION

    $450,000

    TO IDENTIFY AND FUND COMMUNITY-LED ORGANIZATIONS AND/OR INITIATIVES TO IMPROVE HEALTH OUTCOMES IN SANTA CLARA COUNTY.

  • YOUTH ALLIANCE

    $407,000

    TO ADDRESS FOOD INSECURITY AND EXPAND WRAPAROUND SUPPORT, INCLUDING TRAUMA-INFORMED CARE INTO ITS PROGRAMS FOR MARGINALIZED YOUTH AND FAMILIES IN SOUTH SANTA CLARA AND NORTHERN SAN BENITO COUNTIES.

  • VALLEY HEALTH FOUNDATION

    $300,000

    TO FACILITATE THE BUILDING OF PARTNERSHIPS AND A FRAMEWORK FOR A NEW, LONG-TERM VISION FOR LOCAL HEALTH DEPARTMENTS AND ADVANCE A SUSTAINED PRESENCE FOR PHILANTHROPY IN SUPPORT OF PUBLIC HEALTHS ESSENTIAL WORK.

  • GARDNER HEALTH SERVICES

    $205,000

    TO IMPROVE DIABETES MANAGEMENT AT GARDNERS GILROY HEALTH CENTER, ENHANCING CARE QUALITY AND OUTCOMES FOR VULNERABLE PATIENTS.

  • ROOTS COMMUNITY HEALTH CENTER

    $200,000

    TO BOLSTER ITS TYPE 2 DIABETES MANAGEMENT PROGRAM BY LEVERAGING TECHNOLOGY AND PERSONALIZED CARE TO CREATE SUSTAINABLE, IMPACTFUL CHANGE FOR COMMUNITIES OF AFRICAN DESCENT.

  • INDIAN HEALTH CENTER OF SANTA CLARA VALLEY INC

    $180,000

    TO STRENGTHEN ITS DIABETES CARE PROGRAM, REDUCING COMPLICATIONS AND IMPROVING OUTCOMES FOR PATIENTS IN SANTA CLARA COUNTY.

  • HUNGER AT HOME

    $150,000

    TO ADDRESS FOOD INSECURITY AMONG COLLEGE STUDENTS BY LAUNCHING A FREE NUTRITIOUS MEAL PROGRAM THROUGH THE SPARTAN FOOD PANTRY AT SAN JOSE STATE UNIVERSITY.

  • SECOND HARVEST OF SILICON VALLEY

    $150,000

    TO SUPPORT FOOD DISTRIBUTION PROGRAMS IN SOUTH SANTA CLARA COUNTY AND ASSIST WITH CALFRESH ENROLLMENT TO FURTHER COMBAT FOOD INSECURITY.

  • KOREAN AMERICAN COMMUNITY SERVICES

    $125,000

    TO STRENGTHEN ITS ORGANIZATIONAL CAPACITY TO SUPPORT THE HEALTH AND WELL-BEING OF THE KOREAN AND AAPI COMMUNITY THROUGH FOOD AND WELLNESS SERVICES.

  • FAMILY SUPPORTIVE HOUSING INC

    $125,000

    TO SUPPORT FAMILY SUPPORTIVE HOUSINGS SHELTER AND AFTERCARE PROGRAM, CONTRIBUTING TO ITS LONG-TERM SUSTAINABILITY, ENSURING CONTINUOUS SUPPORT FOR THE FAMILIES THEY SERVE.

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

Provenance

Return type
form_990
Tax year
2024
Filed
13 January 2026
IRS schema version
2024v5.5
Source object
202620139349301737

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

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