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Nonprofiteer
← THE HEALTH TRUST

Form 990 for tax year 2023

Filed by THE HEALTH TRUST.

Totals

Total revenue
$21,536,455
Total expenses
$22,715,007
Contributions and grants received
$13,324,158
Grants paid
$4,357,028
Program services expenses (Part IX)
$18,833,671
Management and general expenses
$3,200,540
Fundraising expenses
$680,796
Program service expenses (Part III)
$18,833,671

Program services were 82.9% 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

  • CAMILLE LLANES-FONTANILLA MPA

    VICE CHAIR (THRU 06/24)

    Total calculated
    $0
    Hours/week
    2

  • ROBERT ROBLEDO

    SECRETARY (THRU 06/24)

    Total calculated
    $0
    Hours/week
    2

  • ANN RAVEL

    BOARD MEMBER (THRU 06/24)

    Total calculated
    $0
    Hours/week
    2

  • BEN DUBIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CRAIG STEPHENS PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DAVID O'REILLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • EDWARD REGINELLI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GREG HENDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • EFREN ROSAS MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BRAD BARON

    BOARD MEMBER

    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

  • WEI-TING CHEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • NEYSA FLIGOR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MICHELE LEW

    CEO (THRU 06/24)

    Total calculated
    $433,619
    From this org
    $387,104
    From related orgs
    $0
    Other
    $46,515
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $360,793
    Bonus
    $25,000
    Other
    $1,311
    Deferred
    $35,489
    Nontaxable benefits
    $11,026
    Filer's total
    $433,619

  • AMY CHAN

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $287,245
    From this org
    $259,016
    From related orgs
    $0
    Other
    $28,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,879
    Bonus
    $20,000
    Other
    $1,137
    Deferred
    $27,244
    Nontaxable benefits
    $985
    Filer's total
    $287,245

  • SHUANTA MCGEE

    VP OF PROGRAMS (THRU 06/24)

    Total calculated
    $218,624
    From this org
    $203,999
    From related orgs
    $0
    Other
    $14,625
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,999
    Bonus
    $0
    Other
    $0
    Deferred
    $6,538
    Nontaxable benefits
    $8,087
    Filer's total
    $218,624

  • ELISA KOFF-GINSBORG

    DIRECTOR OF MENTAL HEALTH

    Total calculated
    $177,583
    From this org
    $169,155
    From related orgs
    $0
    Other
    $8,428
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,155
    Bonus
    $0
    Other
    $0
    Deferred
    $6,894
    Nontaxable benefits
    $1,534
    Filer's total
    $177,583

  • MATTHEW VANDERWERF

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $149,148
    From this org
    $134,011
    From related orgs
    $0
    Other
    $15,137
    Hours/week
    40

  • MARIA GARCIA

    DIRCTOR OF GRANT MAKING

    Total calculated
    $147,532
    From this org
    $134,975
    From related orgs
    $0
    Other
    $12,557
    Hours/week
    40

  • TASHA JEFFERSON

    DIRECTOR OF HOUSING (THRU 06/24)

    Total calculated
    $146,213
    From this org
    $131,169
    From related orgs
    $0
    Other
    $15,044
    Hours/week
    40

  • CARLENE SCHMIDT

    DIRECTOR OF DEVELOPMENT (THRU 10/23)

    Total calculated
    $155,345
    From this org
    $135,807
    From related orgs
    $0
    Other
    $19,538
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,807
    Bonus
    $0
    Other
    $0
    Deferred
    $3,828
    Nontaxable benefits
    $15,710
    Filer's total
    $155,345

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, 2024, THE HEALTH TRUST DID NOT MAKE ANY CONTRIBUTIONS.
PART I, LINE 7
MICHELE LEW, CEO, AMY CHAN, CAO, AND TASHA JEFFERSON, DIRECTOR OF HOUSING SERVICES 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
2023
Filed
11 February 2025
IRS schema version
2023v6.0
Source object
202510439349301796

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

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