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Nonprofiteer
← PAJARO VALLEY COMMUNITY HEALTH TR

Form 990 for tax year 2022

Filed by PAJARO VALLEY COMMUNITY HEALTH TR.

Totals

Total revenue
$625,220
Total expenses
$2,806,377
Contributions and grants received
$539,886
Grants paid
$350,628
Program service revenue
$218,089
Investment income
-$82,034
Other revenue
-$50,721
Total assets, end of year
$17,245,357
Total liabilities, end of year
$9,139,845
Net assets or fund balances, end of year
$8,105,512
Program services expenses (Part IX)
$1,837,850
Management and general expenses
$491,477
Fundraising expenses
$477,050
Program service expenses (Part III)
$1,837,850

Program services were 65.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $114,489

  • 1f · All other contributions, gifts and grants

    $425,397

  • 1g · Noncash contributions included above

    $63,049

  • 2a · Program service revenue: DHC PATIENT FEES

    total $158,223 · related or exempt $158,223

  • 2b · Program service revenue: PROGRAM FEES

    total $59,866 · related or exempt $59,866

  • 3 · Investment income

    total $346,608 · excluded $346,608

  • 7a · Gross sales of assets other than inventory

    securities $6,267,643

  • 7b · Less cost or other basis and sales expenses

    securities $6,696,285

  • 7c · Gain or loss

    securities -$428,642

  • 7d · Net gain or loss

    total -$428,642 · excluded -$428,642

  • 8a · Fundraising events: gross income

    $71,558

  • 8a · Fundraising events: contributions included on line 1c

    $114,489

  • 8b · Fundraising events: direct expenses

    $122,279

  • 8c · Net income from fundraising events

    total -$50,721 · excluded -$50,721

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $350,628 · program services $350,628

  • 5 · Compensation of officers, directors and key employees

    total $313,438 · program services $223,390 · management and general $43,292 · fundraising $46,756

  • 7 · Other salaries and wages

    total $1,000,648 · program services $589,679 · management and general $144,700 · fundraising $266,269

  • 8 · Pension plan contributions

    total $37,992 · program services $24,444 · management and general $5,946 · fundraising $7,602

  • 9 · Other employee benefits

    total $97,058 · program services $62,319 · management and general $20,439 · fundraising $14,300

  • 10 · Payroll taxes

    total $90,159 · program services $55,437 · management and general $12,648 · fundraising $22,074

  • 11b · Fees: legal

    total $2,525 · management and general $2,525

  • 11c · Fees: accounting

    total $35,075 · management and general $35,075

  • 11f · Fees: investment management

    total $61,768 · management and general $61,768

  • 11g · Fees: other

    total $194,131 · program services $97,925 · management and general $90,057 · fundraising $6,149

  • 12 · Advertising and promotion

    total $29,053 · program services $15,956 · management and general $6,492 · fundraising $6,605

  • 13 · Office expenses

    total $44,352 · program services $21,432 · management and general $9,264 · fundraising $13,656

  • 16 · Occupancy

    total $98,451 · program services $62,859 · management and general $11,716 · fundraising $23,876

  • 17 · Travel

    total $3,268 · program services $1,262 · management and general $1,143 · fundraising $863

  • 19 · Conferences, conventions and meetings

    total $18,617 · program services $6,423 · management and general $10,722 · fundraising $1,472

  • 20 · Interest

    total $254,064 · program services $171,402 · management and general $29,674 · fundraising $52,988

  • 22 · Depreciation, depletion and amortization

    total $37,770 · program services $23,428 · management and general $5,114 · fundraising $9,228

  • 23 · Insurance

    total $5,622 · program services $5,532 · fundraising $90

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $87,366 · program services $87,366

  • 24b · Other expenses: BAD DEBT

    total $36,505 · program services $34,600 · fundraising $1,905

  • 24c · Other expenses: DUPLICATING

    total $5,176 · program services $3,070 · management and general $660 · fundraising $1,446

  • 24d · Other expenses: POSTAGE

    total $2,711 · program services $698 · management and general $242 · fundraising $1,771

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $141,258 · end of year $406,542

  • 4 · Accounts receivable

    beginning of year $92,054 · end of year $184,483

  • 9 · Prepaid expenses and deferred charges

    beginning of year $35,674 · end of year $49,403

  • 10a · Land, buildings and equipment: cost or other basis

    $318,770

  • 10b · Land, buildings and equipment: accumulated depreciation

    $139,152

  • 10c · Land, buildings and equipment, net

    beginning of year $217,507 · end of year $179,618

  • 12 · Investments: other securities

    beginning of year $15,282,641 · end of year $16,044,454

  • 15 · Other assets

    beginning of year $0 · end of year $380,857

  • 17 · Accounts payable and accrued expenses

    beginning of year $194,403 · end of year $450,539

  • 19 · Deferred revenue

    beginning of year $14,250 · end of year $27,150

  • 23 · Secured mortgages and notes payable

    beginning of year $6,000,000 · end of year $6,000,000

  • 25 · Other liabilities

    beginning of year $1,126,473 · end of year $2,662,156

  • 27 · Net assets without donor restrictions

    beginning of year $5,822,486 · end of year $5,233,832

  • 28 · Net assets with donor restrictions

    beginning of year $2,611,522 · end of year $2,871,680

Mission and programs · 2022

Mission

THE HEALTH TRUST AIMS TO IMPROVE HEALTH AND QUALITY OF LIFE FOR RESIDENTS OF THE GREATER PAJARO VALLEY BY PROVIDING HEALTH PROMOTION SERVICES AND DIABETES SELF-MANAGEMENT EDUCATION. ADDITIONALLY, WE CONVENE CROSS-SECTOR STAKEHOLDERS TO ALIGN RESOURCES TO REALIZE A SHARED VISION OF HEALTH AND PROVIDE GRANTS AND ALLIED SUPPORT TO LOCAL GROUPS ENSURING ACCESS TO HEALTH PROMOTION AND DISEASE PREVENTION PROGRAMS AS WELL AS QUALITY, CULTURALLY COMPETENT WHOLE PERSON HEALTHCARE.

Activities or mission (Part I)

IMPROVE HEALTH AND QUALITY OF LIFE FOR RESIDENTS OF THE GREATER PAJARO VALLEY.

  • DIABETES HEALTH CENTER SERVICES - THE HEALTH TRUST OPERATES THE DIABETES HEALTH CENTER (DHC). THE DHC IS A CULTURALLY RESPONSIVE COMMUNITY-BASED HEALTH EDUCATION AND DIABETES CARE PROGRAM THAT NOT ONLY SERVES THOSE LIVING WITH DIABETES OR PREDIABETES BUT SEES PATIENTS FOR MANAGING HIGH CHOLESTEROL, HIGH TRIGLYCERIDES, HIGH BLOOD PRESSURE, WEIGHT MANAGEMENT, AND ACUTE OR CHRONIC DISEASE MANAGEMENT. THE DHC PROVIDED 2,200 INDIVIDUAL SESSIONS AND 30 WORKPLACE WELLNESS, JOB SITE EDUCATION AND COMMUNITY OUTREACH EVENTS THIS YEAR BENEFITING 1,500 INDIVIDUALS.

    Expenses $808,931 · Revenue $218,089

  • HEALTH COLLABORATIVES: - ADVOCACY & LEADERSHIP - THE HEALTH TRUST FOSTERS A HEALTHY AND EQUITABLE COMMUNITY FOR ALL IN THE PAJARO VALLEY THROUGH LEADERSHIP IN ADVOCACY, COLLABORATION, AND WELLNESS. WE BUILD, SUSTAIN, AND LEVERAGE PARTNERSHIPS WITH THE COMMUNITY AND PEER NONPROFITS IN SANTA CRUZ, MONTEREY, AND SAN BENITO COUNTY. WE CONVENE THE PAJARO VALLEY FOOD, FARMING & HEALTH POLICY COUNCIL, A CROSS-SECTOR GROUP WORKING TO CREATE A LOCAL ENVIRONMENT WHERE THE HEALTHY CHOICE IS THE EASY CHOICE FOR EVERY RESIDENT. WE ARE AN ACTIVE CONTRIBUTOR OF THE SOUTH SANTA CRUZ COUNTY TRIAGE, A COLLECTIVE OF COMMUNITY LEADERS IMPLEMENTING COLLABORATIVE AND EQUITABLE SOLUTIONS TO ADDRESS ALL THE NEEDS OF PAJARO VALLEY FROM ECONOMIC TO HEALTH. WE ARE ALSO A MEMBER OF THE HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY, A ROUNDTABLE OF HEALTHCARE LEADERS IMPLEMENTING COLLABORATIVE SOLUTIONS TO PRIORITY ISSUES AFFECTING HEALTH EQUITY AND OUTCOMES. - FARMER'S MARKET & VEGGIE RX - THE HEALTH TRUST OPERATES THE EL MERCADO (FARMER'S MARKET) AND THE VEGGIE RX PROGRAM. THE EL MERCADO IS A HEALTH-FOCUSED CERTIFIED FARMER'S MARKET AIMED AT REDUCING FOOD INSECURITY AND CHRONIC ILLNESS BY PROMOTING ACCESS TO FRESH PRODUCE AND WELLNESS RESOURCES. THE EL MERCADO SERVICES 250 - 350 INDIVIDUALS PER MARKET AND PROVIDES SUPPLEMENTAL NUTRITION PROGRAMS, LIKE EBT, CALFRESH, AND CHT'S VEGGIE RX PROGRAM. THE VEGGIE RX PRODUCE PRESCRIPTION PROGRAM PROVIDES LOCAL RESIDENTS WHO ARE MEDI-CAL RECIPIENTS, HAVE A DIET-RELATED ILLNESS, AND ARE FACING FOOD INSECURITY WITH A WEEKLY $20 VOUCHER FOR FRESH PRODUCE AND HEALTH-CONSCIOUS RECIPES. VEGGIE RX HAS SERVICED OVER 400 PARTICIPANTS. - GRANT MAKING - THE HEALTH TRUST PROVIDED 25 LOCAL ORGANIZATIONS PROMOTING WELLNESS AND EQUITY FOR $263,000 FOR THEIR PROJECTS. THESE GRANT FUNDS NOT ONLY PROMOTED WELLNESS, BUT STRENGTHENED NONPROFIT ORGANIZATIONS THAT PROVIDE ORAL, PHYSICAL, AND MENTAL HEALTH CARE FOR THOSE FACING THE GREATEST OBSTACLES TO CARE. WE ALSO DISTRIBUTED $41,428 IN SCHOLARSHIP FUNDS FOR LOCAL HIGH SCHOOL STUDENTS AND $46,200 TO CABRILLO COLLEGE STUDENTS PURSUING HEALTH AND HUMAN SERVICES CAREERS.

    Expenses $786,928 · Grants $350,628

  • COMMUNITY GARDENS - THE HEALTH TRUST OPERATES THE COMMUNITY GARDEN. THE COMMUNITY GARDEN IS WHERE INDIVIDUALS AND FAMILIES ENJOY HANDS-ON LEARNING ABOUT HEALTHY EATING AND PLANT CULTIVATION AND ARE EMPOWERED TO IMPROVE THEIR OWN HEALTH THROUGH INCREASED ACCESS TO FRESH PRODUCE THEY GROW AND HARVEST IN THE GARDEN.

    Expenses $181,582

  • PHYSICAL THERAPY WILL PROVIDE AN ARRAY OF SERVICES TO THE COMMUNITY IN SUPPORT OF BOTH TREATMENT AND PREVENTION OF ILLNESS WITH AN EMPHASIS ON HEALTHY MOVEMENT. IT WILL ALSO SUPPORT PARTICIPANTS IN IDENTIFYING OTHER LIFESTYLE FACTORS THAT CAN ENHANCE WELLNESS. WE WILL DO THIS BY PROVIDING INDIVIDUAL AND GROUP SESSIONS, BACK HEALTH/BODY MECHANICS, WALKING GROUPS, MOVEMENT ASSESSMENTS, AND EMPLOYEE HEALTH (ERGONOMICS, LIFTING, PATIENT TRANSFERS).

    Expenses $60,409

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kristi Hanni

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Leticia Salazar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mark Gerber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nancy Chen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Monica Morales

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Patrice Roduner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Christian Miranda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Robby Olson III

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Brooke Kondo Rains DDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jan Wolf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Caroline Eiskamp

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Gretchen Regenhardt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Raven Adams

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Bruce Ziegelman

    DIR. OF FINANCE

    Total calculated
    $136,969
    From this org
    $94,993
    From related orgs
    $0
    Other
    $41,976
    Hours/week
    40

  • De Andre' James

    EXECUTIVE DIR.

    Total calculated
    $190,116
    From this org
    $157,548
    From related orgs
    $0
    Other
    $32,568
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,548
    Bonus
    $0
    Other
    $0
    Deferred
    $7,155
    Nontaxable benefits
    $25,413
    Filer's total
    $190,116

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, and on a Form 990-PF Part VIII's — 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 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
26 March 2024
IRS schema version
2022v5.0
Source object
202431109349301608

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

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