Annual Report 2013-2014

LOOKING FORWARD
A
s we began 2014, we measured our accomplishments and progress
The Health Trust Financial Overview
Fiscal Year ended June 30, 2014
against the goals we made more than five years ago. Now it’s time for us
to look ahead and raise the bar with new five-year goals for each of our
initiatives: Healthy Eating, Healthy Living, and Healthy Aging.
One of our defining characteristics is that we’re not afraid to take on tough issues,
especially where our engagement could make the maximum impact. San Jose is the
largest US city without fluoridated water, resulting in poor oral health, especially
in low income children. The Santa Clara Valley Water District, with funding from
The Health Trust, FIRST 5 Santa Clara County and the California Dental Association
Foundation, has begun to implement plans to fluoridate its water system. In the
next five years we will continue the fight to bring the benefits of fluoridated water
to all San Jose residents.
As people age, they want to stay in their homes for all that it represents:
independence, familiarity, dignity, security, and connection. We believe that
we should make that option more attainable for everyone, not just for the
wealthy. Our goal is to see older adults receiving the services they deserve
in their neighborhoods, and that there is a system of benefits paying for that
support.
Statement of Financial Position
Assets:
Cash and cash equivalents
$2,862,000
Investments104,510,000
Receivables and prepaids
2,434,000
Property and equipment, net
6,425,000
Other assets
7,868,000
Total assets 124,099,000
Liabilities:
Accounts payable Grants payable Other accrued expenses 559,000
1,326,000
1,407,000
Total liabilities 3,292,000
Net Assets:
Unrestricted Temporarily restricted Permanently restricted 116,807,000
3,830,000
170,000
Total net assets 120,807,000
Total liabilities and net assets $124,099,000
Net Asset History
($ in Millions)
Currently, we serve about 80,000 hot meals a year to our Meals on Wheels
clients. We pledge to double the number of meals served by developing a social
enterprise, which will sell healthy meals to the general public with the profits
subsidizing Meals on Wheels for low income seniors.
We are faced with an ever widening income gap. Although we live in one of the
healthiest and wealthiest areas of the world, we have a growing poverty and
homeless rate. We need to become uncomfortable with this “tale of two cities”
reality. Through our Destination: Home program, we will commit to a plan to end
$130
$110
$70
$50
FY 2010
We’ve provided over 100,000 patient visits in the past five years at our two dental
center.
$106
$100
$112
$90
chronic homelessness.
centers. Our pledge is to continue oral health education and open a third dental
$121
$115
FY 2011
FY 2012
FY 2013
Statement of Activities
Revenue:
Public support
We pledge, with your support, to invest $80 million in these efforts, and more, over
the next five years. We have our work cut out for us, but we are confident that with
the support of our staff, grantees, residents and partners we can, and must, make
Silicon Valley healthier for everyone.
Fee for service and other fees
Net investment and other revenues
Total support and other revenues
Chief Executive Officer
Dr. Charles Bullock
2013-2014 Chair,
Board of Trustees
$8,558,000
3,093,000
14,474,000
26,125,000
Expenses:
Healthy Living (incl. grants)
7,892,000
Healthy Aging (incl. grants)
2,666,000
Healthy Eating (incl. grants)
2,119,000
Financial Administrative Support Services
1,985,000
Total programatic expenditures
Frederick J. Ferrer
FY 2014
Management and general
14,662,000
2,248,000 Fundraising506,000
Total support services
Total expenses
2,754,000
17,416,000
Change in net assets$8,709,000
Thank You
Wellness Visionary
City of Mountain View
Louise De Putron
Mr. and Mrs. Bruce McFarlane
Gift-In-Kind Donor
$500,000 and up
Bryce and Darla Beck
Mary Chiao
Mr. and Mrs. Paul Sidenblad
Gifts-In-Kind valued at $500 and more
Google
Amici’s Capital Corporation
Reese and Kathleen Cutler
Mr. George J. Petersen
Adobe Foundation
FIRST 5 Santa Clara County
Cynthia and Allen Ruby
Chacho’s Restaurant
Ms. Sherilyn E. Moody
The Cypress Hotel
City of San José HOPWA
Keker & Van Nest LLP
Arcadia Modern American Steakhouse
Ms. Susan J. Overstreet
Disneyland
City of San José Housing Department
BD Biosciences
Fred J. Bedard
Panya Wongsenakhum
Sound In Motion
County of Santa Clara Department of Public-
Broadway Cares/Equity Fights AIDS
Sharon Dunn and Joe Miller
Philip and Junko Freidin
National Charity League-Orchard Valley Chapter
City of Milpitas
Shirley A. Wilson Insurance Services
Robert and Marjorie Rice
Silicon Valley Restaurant Week
The Burt and Barbara Foundation
Thelmer and Patricia Aalgaard
Robert Bodnar
Rainbow Chamber of Commerce
Darren and Jill Cde Baca
Yatman Lai
Space Systems/Loral
iHeart Media SF
Mission City Community Fund
Aristotle Capital Management, LLC
Stephen and Christine Sedler
Star 101.3
Rick Peral
Build-A-Bear Workshop Bear Hugs Foundation
Susan Devencenzi
106 KMEL
Grace A. Sanfilippo
Donald and Elizabeth Allen Family Fund
Virginia Wulff
BD Bioscience
City of Campbell
FaultLine Brewing Company
William and Janne Wissel
San Jose Mercury News
Douglas and Janet Ginter
The Carter Family Charitable Foundation, Inc
William and Sandra Cooper
Second Harvest Food Bank of Santa Clara and
Star One Credit Union
Vaughan Nelson Investment Management, LP
William H. Cilker Family Foundation
WD Foundation
Henry’s World Famous Hi-Life, INC.
Habana Cuba Restaurant
CBIZ Accounting, Tax, & Advisory of San Jose
Michelle Parodi Knight
T Vargo
Jane B. Oi
Sharon Dunn and Joe Miller
Health - Ryan White Funding
Wellness Champions
$100,000 to $499,999
CaliforniaVolunteers
Ghisolfo Trust
City of San José HOPWA SPNS
The David & Lucile Packard Foundation
Sourcewise (previously the Council on Aging)
U.S. Department of Agriculture
Director’s Circle
$25,000 - 99,999
The SCAN Foundation
Waterstone Investors LLC
Consulate General of México in San José
M•A•C AIDS Fund
Brandywine Global Investment Management
Pointer Management Company
San Mateo County
Sobrato Family Foundation
San Jose Flea Market
Bumb Family
Diane Reese
Donor Circle
Sports Basement
$500 - 999
Sally Longinetti
Rich Alvari
Gifts of all levels are critical to the success of
our work and we thank all our donors for their
Catered Too!
Alameda Family Funeral and Cremation
Jack Collishaw
generous support. Due to space limitations,
J. Philip and Jennifer Dinapoli Foundation
Associated Mortage Bankers
Agave Restaurant
this list includes donors who contributed at
WD Foundation
Dr. and Mrs. Stephen Fox
Emily Harrison
Leadership Circle
Jon J. Breen
Donna L. Mueller
been made to assure the accuracy of this list
$1,000 - 2,499
Paul Hepfer
Ms. Maria C. Bartelt
and we apologize for any inadvertent errors or
Gunther and Sally Scheibel
Irene Segura
Sonoma Chicken Coop
Jeffrey Motto
Jan Buzbee
Mr. John M. Wernli
Thank you for your support of The Health
John and Devonne Pencer
Ashley Cobb
Paul Newhagen
Trust.
Susan W. SooHoo
Dr. Kenneth E. Haughton
Keith and Jill Parks
Dorothy Chen
Eric and Birgit Werner
Robin Materials, Inc.
Frederick J. Ferrer
Florence L. Bass
Diane Hawkes
Todd Hansen
Heppy Trust
Richard and Carol Neville
Mr. David B. Costa
Janna Gonzalez
Ms. Suzanne M. Avina
Jerome Chester
Investor’s Circle
Ms. Janet B. Stratton
Joe and Carolyn Booker
$2,500 - 9,999
Roberta Robins, J.D.
Joelle M. Rokovich
Trang Van
John and Tashia Morgridge
John Fehmer
Watergarden Corporation
Kate Finn
Judith Stewart
Dr. Martin and Barbara Fishman
Michele Brown
Ki Cam
Banfield Charitable Trust
Target Corporation
Kristen Tsukushi
The Davidson Family Foundation
Impact 4 Good LLC
Lynne Casey
Mr. and Mrs. Dan Sisto, Jr.
Marianne Jackson
Los Gatos Community Foundation
Robert A. Karchevski
Kaiser Permanente / KP Financial SVCS OPS
Anthony and Mary Cefalu
Gregory M. Krodel
Frank and Susan Yaeger
Carol E. Tanton
Richard and Geraldine Boucher
Amitabha Buddhist Society of USA
Timmothy P. Andre
The Staple Family Fund
Bodhi Tree Concerts North
Marguerite Will
Willoughby, Stuart & Bening
James and Diane Hutchison
Marsha C. Jones
Jockers Family Foundation
Shannon Brayton
Monique H. Lambert, Ph.D.
County of Santa Clara Social Services Agency
Orchard House, Inc.
Benefactor’s Circle
$10,000 - 24,999
Nancy Handel
City of Sunnyvale
Macy’s Passport Fund
Graystone Consulting
Tensentric, Inc.
Santa Clara Valley Water District
Elsie & Josephine Colomobo Charitable Trust
Hurlbut-Johnson Fund, an advised fund of the
Silicon Valley Community Foundation
LinkedIn Corporation
the level of $500 or more between July 1,
2013 and June 30, 2014. Every attempt has
omissions. Please call 408.513.8711 or email
[email protected] for any changes.
Joseph Lattuad
Destination: Home Donors
City of San Jose
Applied Materials, Inc.
Symantec Corporation
Cupertino Electric
eBay Foundation
Silicon Valley Community Foundation
John Boncher
Martin Family Foundation
Tunc Doluca
Jim Koshland
Kim Le
Rita Rothstein
Salesforce.com Foundation
Gennette E. Lawrence
The Health Trust is a strategic
agent of change. We embrace
San Jose’s rich history of diversity
and community organizing as well
as the innovation and business
savvy of Silicon Valley’s tech
sector. We set high standards for
ourselves and our partners as we
look for new solutions to the root
causes of local health inequities.
Unlike most foundations, “funder”
is not The Health Trust’s only role.
When needed we also provide
direct services, build community
partnerships, advocate for policy
change, raise money, and lead
new initiatives. We are willing to do
whatever is needed to implement
our strategic vision and turn the
hope of health for all into a reality
in Silicon Valley.
The Health Trust Board of Trustees 2013-2014
Charles Bullock, Ph.D, Board Chair
Michael Celio, J.D.
Emily Lam, M.P.P.
3180 Newberry Drive, Suite #200
Roberta L. Robins, J.D., Board Vice Chair
Kathy M. McCarthy, J.D.
Monique H. Lambert, Ph.D.
San Jose, CA 95118
Cindy Ruby, Board Secretary
Frederick J. Ferrer, M.S.
Richard P. Triolo, J.D.
(408) 513-8700
Juan A. Benitez
Martin Fishman, M.D.
David Neighbors, C.P.A.
Marianne Jackson, M.A.
Darren A. Cde Baca , C.I.M.A., C.F.P.
David Katz, M.A., M.B.A.
www.healthtrust.org
© The Health Trust 2013-2014
San Jose, CA
01/14
The Health Trust hosted the former director of the Centers for Disease Control Dr. Julie Gerberding, the launch of our Five Year Initiative and held a mayoral candidate debate for the City of San Jose, Jan. 16, 2014.
ANNUAL REPORT
2013-2014
San Francisco 49ers players and staff delivered nutritious meals to Meals
on Wheels clients, Nov. 18, 2013.
The Health Trust won Google’s Bay Area Impact Challenge by proposing to
increase access to affordable produce, June 3, 2014.
Hosts Adam Morrella and Paloma Cano launched the inaugural season of
Health Trust TV, June 4, 2014.
Dining Out For Life, in April 2014, raised funds for The Health
Trust AIDS Services Program, which provides support for over
800 clients.
The Good. To Go. campaign aimed to raise consumer awareness for
the Fresh Cart Mobile Vending and Healthy Corner Store Programs.
The Health Trust and partners broke ground on California’s
first Educare school, Educare at Silicon Valley, June 5, 2014.
177,108 3,110
pounds students
7,534
volunteers
of free or low-cost produce
was distributed to lowincome families.
from third grade through
high school attended
garden-education
programs taught by the
Silicon Valley HealthCorps.
`
from corprate partners and Silicon Valley HealthCorps
provided 42,516 hours of service through our
partner organizations.
The Good. To Go. campaign aimed to bring tasty affordable produce to neighborhoods.
HEALTHY EATING
Google Impact
Challenge Award
The Health Trust’s Healthy Eating Initiative won
the Google Impact Challenge Award – a total
of $500,000 – to create access to affordable
produce for underserved communities in
Santa Clara County. Over 2 years the Health
Trust will distribute 50,000 Lbs of produce to
10,000 low-income residents.
Good. To Go.
The launch of our San Jose campaign, Good.
To Go., promoted access to healthy foods
in low-income neighborhoods. Through The
Healthy Corner Store Program, the Fresh
Carts Mobile Vending Program, and Small
Farmer’s Markets, residents can find tasty
foods on the go such as fresh produce and
low-sugar snacks.
Fresh Carts
Fresh Carts is a mobile produce vending
program designed to bring affordable healthy
food to low-income neighborhoods. Fresh
Carts Silicon Valley is just one of The Health
Trust’s strategies to make healthy food
available to all residents
Through the Fresh Carts Mobile Vending Program, residents can find fresh produce on the go.
+30,000
children
3,794
classes
received oral health prevention and
dental services.
on nutrition education offered,
including My Plate, Rethink Your Drink
and Healthy Eating on a Budget.
from
The Open Air Health Fair offered health screenings to uninsured individuals.
4,631
children
2,958 families were enrolled in health
insurance.
HEALTHY LIVING
AIDS Fundraisers
Our annual fundraisers, Dining Out for Life and
Hike & Bike, raised over $150,000 to support
more than 800 clients served by our AIDS
Services Program.
Open Air Health Fair
More than 3,000 people attended the 12th
annual Open Air Health Fair at The San Jose
Flea Market. 300 individuals received flu shots,
vision screenings, and oral health screenings,
among other services.
Destination: Home
Destination: Home, a program of The Health
Trust, requested a new $4 million annual
allocation for up to 10 years from Santa
Clara County’s Measure A funds to establish
a permanent supportive housing fund. The
County established the fund, along with Office
of Supportive Housing for oversight, and
incorporated our Housing 1000 Campaign
into their system of care. Housing 1000
placed 835 chronically homeless people into
permanent housing. Destination: Home
served as the convening organization to
develop a new Community Plan to End
Homelessness.
Hike & Bike, sponsored by Palo Alto Medical Foundation, Santa Clara Valley Water District,
Therma Inc., and El Camino Hospital, raised more than $90,000, Nov. 9, 2013.
79,877
hot meals
were delivered to 599 homebound
seniors and disabled persons by
our Meals On Wheels drivers and
volunteers.
384
hours
invested by AGEnts for Change
to advance policies benefitting
older adults.
Volunteers helped deliver hot meals for our Meals on Wheels program.
2,056
hours
volunteered by Senior Peer
Advocates helped to serve
more than 900 clients.
HEALTHY AGING
Coordinated Care
Initiative (CCI)
Healthy Aging staff led the development of
consumer fact sheets for use by health care
social services providers in reaching the
38,000 county residents that will be affected
by the Cal MediConnect program: a program
combining and managing Medicare and
MediCal services for the care of seniors and
persons with disabilities.
AGEnts for Change
AGEnts for Change Volunteers created “A
Good Place to Start,” a simple brochure
of valuable safety net services for older
adults. The brochure, created and printed
in partnership with the Santa Clara County
Senior Agenda, Sourcewise and Outreach,
is availiable in four languages. Hundreds of
copies have been distributed for use by the
community’s older adults and their families.
Senior Peer
Advocates (SPA)
19 SPA volunteers at 19 locations throughout
Santa Clara County provided information and
referral services to more than 900 older adult
clients.
San Francisco 49ers players present an autographed football and a hot meal to Meals on
Wheels clients, Nov. 18, 2013.
Daily visits from Meals On Wheels drivers help seniors live more independently.