annual report 2014-2015

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annual report 2014-2015
Mayor of San Jose Sam Liccardo, Frederick J. Ferrer, CEO of The Health Trust, and Carl Guardino, host of the “CEO show”, with The Health Trust Staff after a live recorded discussion covering a range of health issues from
access to health and wellness programs to housing for seniors and the homeless.
ANNUAL REPORT
2014-2015
Destination: Home, a program of The Health Trust, in partnership with
The Economic Round Table, conducted a cost study revealing the cost of
homelessness in Santa Clara County to be $520 million annually.
For its ten year anniversary, the Applied Materials Silicon Valley Turkey Trot
added The Health Trust as a beneficiary. Proceeds will go toward The Health
Trust Better Choices, Better Health program.
The Health Trust is 1 of 7 organizations in the country to launch a new
project called the Digital Aging Mastery Program. The DigitalAMP will teach
seniors to use interactive tablet technology to connect online with friends
and family.
The FOODBasket was dedicated as the Jerry Larson
FOODBasket and received a makeover as a part of the
dedication ceremony attended by Supervisor Ken Yeager and
numerous community members.
The Health Trust Good. To Go. campaign celebrated the addition of yet
another Healthy Cornerstore-- Sidhu Market.
The Health Trust awarded a grant to Silicon Valley
Leadership Group Foundation to support the Let’s Move
Salad Bars to California Schools Campaign, which installs
and support 20 salad bars in high-need Santa Clara County
schools.
118,266
pounds
of free or low-cost produce
was distributed to lowincome families
2,232
students
from third grade to high
school attended garden
education programs
taught by the Silicon Valley
HealthCorps
118
Health Trust staff
A corporate volunteer group from Google, one of many volunteer groups to
help out at The Jerry Larson FOODBasket.
Healthy EATING
provided services to more than 60,000 people
across all 3 of The Health Trust initiatives.
The Healthy Eating Initiative ensures that all
residents access and consume, affordable,
quality, nutritious food.
This year, The Health Trust Healthy Eating
Initiative helped support the placement
of 20
Salad Bars in high-need
schools throughout Santa Clara County
Let’s Move Salad
Bars to Schools , an effort
through
including Silicon Valley Leadership Group,
Silicon Valley Community Foundation and
Gilroy Foundation.
Good. To
Go. , a campaign aimed at improving
San Jose residents’ eating habits by
making healthy foods more available and
desirable, added 8 new cornerstores to its
Healthy Cornerstores
program. It also graduated its second
cohort of
Fresh Cart vendors
to provide more mobile produce vendors in
San Jose. Lastly, the initiative partnered with
FIRST 5 Santa Clara County to provide minigrants for the hosting of 17 event screenings
Sweet Revenge:
Turning the Tables
on Processed Food ,
of
a film by Dr. Robert Lustig on the effects of
sugar consumption.
The Good. To Go. campaign brought healthy foods and a fresh new look to Healthy Cornerstores.
`
85,500
hot meals
were delivered to 574 homebound
seniors and persons with disabilities
by our Meals On Wheels drivers and
volunteers.
302
hours
invested by AGEnts for Change
to advance policies benefiting
older adults.
Clients in Better Choices, Better Health learn the tools to take charge
of their condition and live healthier and more independent lives.
Healthy aging
1,368
hours
volunteered by Senior Peer
Advocates (SPA) helped
to serve more than 900
clients.
The
TheHealthy
HealthyAging
AgingInitiative
Initiativeensures
ensuresthat
thatallallolder
older
adults
adultsare
areable
abletotoadvocate
advocatefor
forthemselves
themselvesand
and
that
thatthey
theyhave
haveaccess
accesstotocoordinated
coordinatedhealthcare
healthcare
and
andsupportive
supportiveservices.
services.
This year, The Health Trust Healthy Aging
Initiative continued its leadership and support
for community efforts that affect older adults.
AGEnts for Change
focused its efforts on advocating for
Pedestrian Safety for
seniors. They want to ensure that the City
of San Jose’s recently adopted pedestrian
safety policy,
Vision Zero,
takes older adults into consideration when
being implemented. AGEnts for Change
also continued to work with
Health
Plans to propose a more inclusive
and accountable role for all seniors. They
also attended numerous County of Santa
Clara Board of Supervisors meetings to
advocate for more
Affordable
Housing options for older adults.
Lastly, Medical Nutrition
Therapy was added to enhance
the Chronic Disease Self-Management
program. This therapy is available to all Part B
beneficiaries diagnosed with type 1 or type 2
diabetes to help them manage their diabetes.
The Health Trust Meals On Wheels Program continues to deliver smiles and fresh meals to homebound
individuals. Some Meals On Wheels clients also enrolled in the DigitalAMP which taught seniors to use
interactive tablet technology to connect online with friends and family.
Daily visits from Meals On Wheels drivers help seniors live more independently.
13,338
participants
received nutrition education, including My
Plate, Rethink Your Drink and Healthy Eating
on a Budget.
20,526
+1,500 children
children
The Open Air Health Fair offered health screenings and flu shots to
uninsured individuals at The San Jose Flea Market.
enrolled in early education programs
to support successful entrance into
kindergarten.
Healthy LIVING
received oral health prevention and
dental services.
The
Healthy
Living
Initiative
ensures
that
health
related
The
Healthy
Living
Initiative
ensures
that
health
related
policies
and
services
exist
soso
that
race,
language,
policies
and
services
exist
that
race,
language,
income
and
age
dodo
notnot
keep
residents
from
enjoying
income
and
age
keep
residents
from
enjoying
thethe
healthiest
lives
possible.
healthiest
lives
possible.
This year, The Health Trust Healthy Living
Family
Resource Center. Funded
Initiative opened a new
by FIRST 5 Santa Clara County’s Learning
Together Initiative, our five Family Resource
Centers provide an environment where children
ages 0-5 and their parents and caregivers can
learn and grow together. Our
Housing
Services, in addition to serving
clients living with HIV/AIDS, has expanded to
serve individuals that were living in homeless
encampments. Lastly, Destination: Home,
a program of The Health Trust, published
Home Not Found: The
Cost of Homelessness
in Silicon Valley. This report
is the largest and most comprehensive analysis
of information that has been assembled in the
United States to analyze the public costs of
homelessness.
FIRST 5’s Potter the Otter welcomes families to our new Sunnyhills Family Rescource Center.
Together We are the Answer
It has been my experience that identifying the true problem is essential
before finding a solution. This past year, we conducted a series of studies that
identified some very troubling problems in our community.
Destination: Home, a program of The Health Trust, published Home Not
Found: The Cost of Homelessness in Silicon Valley, the largest and most
comprehensive study in the United States to analyze the public costs of
homelessness. What did we learn?
•
More than $3 billion worth of services was spent on ​h omeless residents
in the 6 years covered by this study. This cost our community $520 million
per year.
•
104,206 individuals e
​ xperienced homelessness in Santa Clara County
over the study’s six-year period.
•
The estimated average annual pre-housing public cost for a homeless
individual is $62,473. The estimated average post-housing cost is $19,767,
a reduction of $42,706 annually.
We conducted a San Jose Food Access Study that investigated senior and
homeless populations. Our findings included:
•
There are 7,344 homebound, low-income seniors in San Jose; over 85% do
not receive nutritional support, such as Meals On Wheels.
•
Thirty-one percent of safety-net providers serve close to 1,000
unsheltered homeless people per week. And yet there are still the need
for additional providers located in close proximity to where unsheltered
homeless people are concentrated.
It has always been a Health Trust focus to identify our community’s toughest
health challenges, and then solve them. We must ensure that the most
vulnerable populations have the ability to be healthy. However, with problems
as daunting as these, we can’t do it alone. Housing the homeless, feeding the
elderly, these are problems that require a collective effort and support.
Currently, we’re working with the City of San Jose and community
stakeholders to create a Health Policy Agenda to more aggressively
implement the general plan, Envision 2040, ensuring that it’s health elements
turn into reality. We endorsed the Community Plan to End Homelessness,
a collaboration with over 60 stakeholders that aims to ensure all residents
can access affordable housing, along with the support they need to retain it.
We worked with the County of Santa Clara, along with other philanthropic
funders, to launch Project Welcome Home, California’s first Pay for Success
project, aimed at providing housing and supportive services for the
chronically homeless.
Housing the homeless, feeding the most vulnerable, solving these problems
won’t come easy, but we’re up for the challenge. A challenge, that we hope
you’ll join us at tackling.
The Health Trust Financial Overview
Fiscal Year ended June 30, 2015
Statement of Financial Position
Assets:
Cash and cash equivalents
$2,739,000
Investments99,516,000
Receivables and prepaids
2,616,000
Property and equipment, net
6,030,000
Other assets
7,823,000
Total assets 118,724,000
Liabilities:
Accounts payable Grants payable Other accrued expenses 600,000
107,000
1,536,000
Total liabilities 2,243,000
Net Assets:
Unrestricted Temporarily restricted Permanently restricted 113,098,000
3,213,000
170,000
Total net assets 116,481,000
Total liabilities and net assets $118,724,000
Net Asset History
($ in Millions)
$130
$121
$115
$106
$110
$90
$70
$50
FY 2011
FY 2012
FY 2013
Chief Executive Officer
Dr. Charles Bullock
2014-2015 Chair,
Board of Trustees
FY 2014
FY 2015
Statement of Activities
Revenue:
Public support
$9,598,000
Fee for service and other fees
3,618,000
Net investment and other revenues
1,833,000
Total support and other revenues
15,049,000
Expenses:
Healthy Living (incl. grants)
8,661,000
Healthy Aging (incl. grants)
2,648,000
Healthy Eating (incl. grants)
3,295,000
Financial Administrative Support Services
2,237,000
Total programatic expenditures
Frederick J. Ferrer
$116
$112
Management and general
16,841,000
2,225,000 Fundraising308,000
Total support services
Total expenses
2,533,000
19,374,000
Change in net assets($4,325,000 )
Thank You
Wellness Visionary
Douglas and Janet Ginter
Les and Louise Persson
Ms. Sherilyn E. Moody
Lesa Sroufe & Co.
Graystone Consulting
Pointer Management Company
Donna L. Mueller
Stephen R. Lawrence
City of San Jose Housing Dept
Todd and Amy Hansen
Mr. and Mrs. Robert C. Quenelle
Mr. and Mrs. C. Richard Neely, Jr.
Gregory K. Roberts
County of Santa Clara Public Health
Department
Jockers Family Foundation
Rainbow Chamber of Commerce
Paul Newhagen
Silicon Valley Community Foundation
FIRST 5 Santa Clara County
Kaiser Permanente / Kaiser Foundation Health
Plan
Razoo Foundation
Ms. Mary A. Page
Pacific Gas and Electric
Google, Inc.
Silicon Valley Community Foundation
Paolo’s Restaurant
eBay Foundation
Gregory M. Krodel
State of California AmericCorps
Mr. and Mrs. Dan Sisto, Jr.
John and Devonne Pencer
Cisco
Mission City Community Fund
Ms. Susan W. SooHoo
Leslie Perez-Ortiz
Sobrato Family Foundation
Mr. and Mrs. Alfred Sporer
Mr. George J. Petersen
Hurlbut-Johnson Charitable Trusts
Trang Van
Randall M. Presuhn
Knight Foundation
Vaughan Nelson
Robert and Marjorie Rice
Gary and Sharon Vergho
Anthony J. Richmond and Pilar S. Parducci
Mr. John M. Wernli
Mr. and Mrs. Reginald Ricket
Westfield Property Management
Ms. Wendy Riggs
Second Harvest Food Bank
Frank and Susan Yaeger
Joelle M. Rokovich
Sobrato Family Foundation
Ms. Patricia Salazar
Pamela Bender
Gunther and Sally Scheibel
Sushi Confidential
Agave Mexican Bistro
Stephen and Christine Sedler
Pamela Bender
Ms. Nancy C. Altieri
Ms. Irene Segura
Marty Terzakis
Amitabha Fund
Debbie Serio
Aperture Acadamy
Timothy P. Andre
Mr. Robert N. Seymour
Mauve Skin Care
Anonymous
Shirley A. Wilson Insurance Services
Higher Fire
James and Jane Asher
Mrs. Ramona Singh
Partida Tequilla
Martin H. Baccaglio
Daniel Steinberg
Bay Area Glass Institute
Adu Bagley
Judith Stewart
Sushi Randy
Mary Jane Bateman
Ms. Carol E. Tanton
Michaels- Colman Store
Mrs. Lois Berg and Paul A. Berg
Dr. Geoffrey and Linda M. Tootell
Margaret Ryan
Alicia Burgoon
United Way Silicon Valley
Lynda Bowlin
Ms. Jan Buzbee
Thomas J. Valore
Celia’s Mexican Restaurant
Ms. Cheryl Venuto
Mary Chiao
Mr. and Mrs. Roger W. Wells
Kathleen and Philippe Ciampossin
Eric and Birgit Werner
William Corneth
Marguerite Will
Mr. and Mrs. Gordon K. Davidson
William H. Cilker Family Foundation
Louise De Putron
William and Janne Wissel
$500,000 and up
Wellness Champions
$100,000 to $499,999
Applied Materials Sillicon Valley Turkey Trot
City of San Jose CDBG
County of Santa Clara Mental Health
Department
County of Santa Clara Social Services Agency
Sourcewise
USDA
Director’s Circle
$25,000 - 99,999
City of San Jose General Fund
City of San Jose PRNS
Consulate General of Mexico in San Jose
Roberta Robins, J.D.
Cynthia and Allen Ruby
Grace A. Sanfilippo
Dr. Harise Stein and Mr. Peter Staple
Star One Credit Union
Mr. Scott G. Thayer
The Benevity Community Impact Fund
University of California Berkeley
Wells Fargo Foundation - Greater Bay Region &
SF Bay Region
World Runners
36 Investor’s Circle
Leadership Circle
$1,000 - 2,499
County of Santa Clara General Fund
Thelmer and Patricia Aalgaard
Hurlbut-Johnson Charitable Trusts
Donald & Elizabeth Allen Family Fund
Leslie Family Foundation
Anonymous
M*A*C AIDS Fund
Aristotle Capital Management
Benefactor’s Circle
$10,000 - 24,999
Ballard Estate Fund
Elsie & Josephine Colombo Charitable Trust
FEMA
Gilead Sciences
Nancy Handel
Hugh Stuart Center Charitable Trust
Magnum Medical Sales
National Council On Aging
SCAN Foundation
Investor’s Circle
$2,500 - 9,999
Amici’s Capital Corporation
Anonymous
Ms. Suzanne M. Avina
Banfield Charitable Trust
Bryce and Darla Beck
Bodybuilding.com
Richard and Geraldine Boucher
Broadway Cares/Equity Fights AIDS
The Burt and Barbara Foundation
Catered Too!
CBIZ Accounting, Tax, & Advisory of San Jose
Darren and Jill Cde Baca
Chacho’s Restaurant
City of Campbell
City of Milpitas
City of Mountain View
City of Sunnyvale
The Davidson Family Foundation
Mr. and Mrs. J. Philip DiNapoli
Frederick J. Ferrer
Focus Business Bank
Florence L. Bass
Fred J. Bedard
Bethel Lutheran Church and School
Roy and Dorothy Billings
Michele Brown
William and Susan Carter
Anthony and Mary Cefalu
Ms. Dorothy Chen
Jerome Chester
Reese and Kathleen Cutler
Donor Circle
$500 - 999
Fahrenheit Ultra Lounge & Restaurant
Sharon Dunn and Joe Miller
Panya Wongsenakhum
Dr. and Mrs. Stephen Fox
Rita Rothstein
Mr. Lance Freesh
James Hodgson
Philip and Junko Freidin
Paul Pereira
Vivaltina Gallegos
Pam Dickinson
Habana Cuba Restaurant
Brian McDonald
Ms. Margie A. Hammack
Alejandra Chavez
Heppy Trust
Carla Freeman
Jocelyn K. Jackson
Alenja Brugos
Ira and Karen Holtzman
Marianne Jackson
Kelly Spivey
James and Diane Hutchison
Jewish Community Federation & Endowment
Fund
Jimmy Lu
Janet Fee
Dr. Martin and Barbara Fishman
Mr. and Mrs. John R. Fitzhenry
Mr. Falko Forbrich
Michael and Mary Ellen Fox
Diane Hawkes
Janet Heldt and Crystal West
Mr. Paul Hepfer
Kaiser Permanente / KP Financial SVCS OPS
Robert A. Karchevski
Marsha C. Jones
Phillip T. Smith
David J. Katz and Ann Moses
Lucy Lofrumento
Los Gatos Community Foundation
Kathy Meier McCarthy, J.D.
McDonnell Investment Management
John V. Moore
Jeffrey Motto
David Neighbors, CPA
Jane Bindl Oi
Pacific Gas and Electric
Guadalupe Herrera
Vilma K. Pallette
JustGive.org
Stephen Lewallen
Gifts-In-Kind valued at $500 and more
Destination: Home Donors
John Fehmer
FaultLine Brewing Company
City of San Jose
Luther Jackson
Laurie Kelm
Anne C. Jinks
Edson and Janice Kerswill
Kathleen Yates
Mr. Michael Korek
Patricia Fisher
Joseph Lattuada
Gift-In-Kind Donor
Steven and Lina Leung
City of Sunnyvale, City Manager’s Office
Employees
Olga Lizama
William H. Cilker Family Foundation
Mr. and Mrs. Bruce McFarlane
Brian J. Manion
Mio Vicino
Jennifer Loving
Gifts of all levels are critical to the success of
our work and we thank all our donors for their
generous support. Due to space limitations,
this list includes donors who contributed at
the level of $500 or more between July 1,
2014 and June 30, 2015. Every attempt has
been made to assure the accuracy of this list
and we apologize for any inadvertent errors or
omissions. Please call 408.513.8711 or email
[email protected] for any changes.
Thank you for your support of The Health
Trust.
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 2014-2015
Charles Bullock, Ph.D, Board Chair
David Neighbors, C.P.A.
Marianne Jackson, M.A.
3180 Newberry Drive, Suite #200
Roberta L. Robins, J.D., Board Vice Chair
Emily Lam, M.P.P.
Michael Celio, J.D.
San Jose, CA 95118
Cindy Ruby, Board Secretary
Frederick J. Ferrer, M.S.
Monique H. Lambert, Ph.D.
(408) 513-8700
Craig Capurso
Jim Heerwagen B.S.C.
Richard P. Triolo, J.D.
Darren A. Cde Baca , C.I.M.A., C.F.P.
Juan A. Benitez
David Katz, M.A., M.B.A.
Kathy M. McCarthy, J.D.
www.healthtrust.org

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