EIN 94-6050231

Health Trust

IRS 501(c) type
Num. employees
Year formed
Most recent tax filings
To lead the Silicon Valley community to advance wellness. To transform Silicon Valley into the healthiest region in America for everyone through three initiatives: Healthy Living, Healthy Aging and Healthy Eating.
Total revenues
Total expenses
Total assets
Num. employees

Program areas at Health Trust

Housing services:housing services provides financial support, case management, housing navigation, and other support services clients need to remain stably housed. The Health Trust focuses on housing services for people living with hiv/aids, people who have experienced chronic homelessness, and families with children ages 0-5 who are at-risk of becoming homeless. See schedule o continuationthe Health Trust recognizes stable housing is a social determinant of Health, and staff provide intensive case management services through rapid rehousing, permanent supportive housing, and rental assistance administration. Housing services reaches approximately 935 individuals who have been homeless annually, of which 170 are for individuals living with hiv/aids. Specific services include:family support services (fss) - assists families with children ages 0-5 who are at risk of homelessness, providing a homelessness acuity assessment and rental assistance. Families with non-acute risk of homelessness are connected to local family resource centers for case management. In fy21, 122 families received homelessness prevention services, and 104 families received touch case management and linkages to community services.the home investment partnerships program (home) and The rental subsidy assistance (rsa) through The u.s. department of housing and urban development (hud) - provides a graduated rental assistance program to individuals living in fair market reasonable (fmr) rental units. Rental assistance calculations initially allow for a client to pay 30% of fmr unit rent. With support over two years, clients may achieve self-sufficiency and be able to pay 100% of The fmr unit rent. The hud home and rsa programs served 67 individuals.the city of san jose housing authority litigation award (csj hala) - provides rental subsidy assistance (rsa) similar to The home program. In fy21, The csj hala program served 36 individuals.the housing plus project (hpp) - screens and assesses ryan white certified participants who are at risk of losing housing due to financial hardship, and provides support services to prevent deterioration of clients' Health. Clients receive short-term financial assistance and case management services. In fy21, hpp served 17 individuals.housing for Health (hfh) program - assists individuals living with hiv/aids and survivors of intimate partner abuse, who are at risk of homelessness. Funding received from The santa clara county office of supportive housing and city of san jose helps clients maintain their permanent supportive housing (psh) status through case management, housing inspections, service linkages, and recertifications. In fy21, The Health Trust served 117 clients. Coordinated care project (ccp) - serves individuals who have experienced chronic homelessness, providing case management as clients enter into and live in permanent supportive housing units. Some clients receive support with managing behavioral Health issues, hiv/aids, and/or criminal justice involvement. In fy21, The Health Trust served 219 clients residing at "scattered permanent supportive housing sites" across santa clara county.veterans assistance supportive housing (vash) - provides veterans at risk of homelessness with move-in support services and furniture assistance. In fy21, The Health Trust provided 263 veterans with home essentials.
Food & nutrition services: food & nutrition services focuses on providing nutritionally appropriate food to meet The complex Health conditions of our most vulnerable populations. Specific services include:see schedule o continuationfood is medicine - The Health Trust, as a member of The California food is medicine coalition (cal fimc), is participating in a statewide medi-cal medically tailored meals pilot program for patients with congestive heart failure. The goal of The program is to reduce 30-day and 90-day hospital readmissions for participating clients, reduce healthcare costs, and improve Health outcomes. The 122 clients served by The Health Trust in this program received over 17,000 meals and over 300 registered dietitian sessions. As The pilot is winding down in fy22, The state of California awarded bridge funding to sustain cal fimc services until medi-cal reimbursement mechanisms are implemented for medically tailored meals.meals on wheels - delivers hot, nutritious meals five days a week, with The option of a once-a-week delivery of frozen meals, to seniors and adults with disabilities. In addition to The meals, drivers also provide weekly wellness checks, making sure that clients are safe, alert, and stable. The Health Trust's meals on wheels program continues to keep pace in addressing food insecurity and community needs associated with The ongoing impacts of The pandemic. The Health Trust provided more than 285,000 meals and more than 100,000 wellness checks for older adults and disabled individuals during The fiscal year.friends from meals on wheels - is a friendly visitor program aimed at decreasing social isolation by providing more than 2,600 friendly visits or phone calls to older adults. In client surveys, 87% of clients reported that participating in The program made them feel more socially connected.jerry larson foodbasket - is a community hub that provides high quality food and nutrition services, as well as engagement opportunities for volunteers. Annually, The Health Trust distributes more than 220,000 pounds of food donated by second harvest of silicon valley to clients in The Health Trust's programs.food in housing - increases food security for high-need permanent supportive housing clients by providing them with nutritionally appropriate bags or boxes of food.produce mobile at tropicana - in partnership with second harvest of silicon valley, every first wednesday of The month, fresh produce and usda food items are distributed to community members at The tropicana shopping center in east san jose. Approximately 273,000 pounds of food is distributed to The community, reaching more than 3,000 households per year. The produce mobile was rebranded as "free grocery" during fy21.food access pilot project - in partnership with The state office of aids, The Health Trust developed The food access pilot project (fapp) for people living with hiv/aids in three underserved rural California counties. Based on an intake nutrition assessment, fapp aimed to provide approximately 30% of The daily caloric needs to 148 clients who lack optimal nutrition. With The conclusion of The pilot project in september of 2020, ucsf researchers found that fapp enrollment was associated with improvement in hiv Health outcomes, achievement of viral suppression, and improved immune response for every six months in The program.
Chronic disease services: chronic disease services provides community-based, chronic disease prevention and management resources to individuals living with complex Health conditions.see schedule o continuation- hiv/aids services - The Health Trust is The largest non-medical hiv/aids program in santa clara county, providing a variety of services to low-income santa clara county residents living with hiv/aids. These services include, but are not limited to, medical and non-medical case management, care coordination, and food assistance - serving more than 700 low-income client- community Health promotion (chp) as a program of The Health Trust, chp delivered linguistically inclusive and culturally competent Health education programming in The community, providing Health navigational support, and enrolling thousands of children and families in Health insurance. In order to sustain and maximize chp's services going forward, The Health Trust transitioned The program to a local nonprofit, community Health partnership and to The santa clara family Health plan at The end of The fiscal year.

Grants made by Health Trust

GranteeGrant descriptionAmount
COMMUNITY Health PartnershipSee Part Iv$255,000
Roots Community Health CenterSee Part Iv$250,000
West Valley Community Services of Santa Clara CountySee Part Iv$202,500
...and 23 more grants made totalling $2,276,934

Who funds Health Trust

Grants from foundations and other nonprofits
Stanford Health CareEconomic Security$270,000
David and Lucile Packard FoundationLocal Grantmaking$225,000
The Silicon Valley Leadership Group FoundationTo Provide Program Support$151,162
...and 28 more grants received totalling $1,398,006
Federal funding details
Federal agencyProgram nameAmount
Department of Health and Human ServicesHIV EMERGENCY RELIEF PROJECT GRANTS$1,718,728
Department of Housing and Urban DevelopmentHOUSING OPPORTUNITIES FOR PERSONS WITH AIDS$1,055,469
Department of Health and Human ServicesHIV CARE FORMULA GRANTS$770,768
...and 14 more federal grants / contracts

Personnel at Health Trust

Michele LewChief Executive Officer / Board Member$306,583
Todd HansenFormer Chief Operating Officer$252,860
Amy ChanChief Administrative Officer$188,623
Kelly D. Chau, Ph.D.Senior Vice President of Programs$130,025
Dorcas Roaso-ChanVice President of Housing$114,648
...and 9 more key personnel

Financials for Health Trust

RevenuesFYE 06/2021
Total grants, contributions, etc.$15,870,649
Program services$492,723
Investment income and dividends$3,349,822
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$155,654
Net gain from sale of non-inventory assets$1,358,212
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$21,227,060

Form 990s for Health Trust

Fiscal year endingDate received by IRSFormPDF link
2020-062021-04-13990View PDF
2019-062021-01-12990View PDF
2018-062019-08-17990View PDF
2017-062018-11-15990View PDF
2016-062017-08-22990View PDF
...and 6 more Form 990s
Data update history
August 3, 2022
Received grants
Identified 9 new grant, including a grant for $270,000 from Stanford Health Care
September 23, 2021
Received grants
Identified 14 new grant, including a grant for $225,000 from David and Lucile Packard Foundation
August 21, 2021
Posted financials
Added Form 990 for fiscal year 2019
July 1, 2021
Posted financials
Added Form 990 for fiscal year 2020
June 23, 2021
Updated personnel
Identified 6 new personnel
Nonprofit Types
Grantmaking organizationsDisease research fundraisersDisease-focused nonprofitsFood banksCharities
HealthHuman servicesDiseases and disordersHIV / AIDSFood and nutritionHunger
LobbyingOperates internationallyReceives government fundingEndowed supportCommunity engagement / volunteeringTax deductible donations
General information
3180 Newberry Dr No 200
San Jose, CA 95118
Metro area
San Jose-Sunnyvale-Santa Clara, CA
Website URL
(408) 513-8700
Facebook page
Twitter profile
IRS details
Fiscal year end
Taxreturn type
Form 990
Year formed
Eligible to receive tax-deductible contributions (Pub 78)
NTEE code, primary
G12: Voluntary Health Associations and Medical Disciplines Fund Raising and Fund Distribution
NAICS code, primary
624210: Community Food Services
Parent/child status
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