A N N U A L R E P O R T 2 0 1 2 - 2 0 1 3
AGEnts for Change such as Jill Osofsky are trained by The Health
State Senator Bill Monning took a tour of the Health Trust Food Basket to
Silicon Valley HealthCorps members are teaching children and families the
Cyclists at the first annual Silicon Valley Hike & Bike raised HIV
Former San Jose Mayor Ron Gonzales, left, and San Jose
City Councilmember Donald Rocha, right, attended an
Meals On Wheels volunteers provide hot, healthy meals and daily visits
The Health Trust brings garden education to children in
This was a year of endings and beginnings for The Health Trust. As we closed the book on the five-year initiatives launched in 2008 – Healthy Living, Healthy Aging and Healthy Communities – it was time to assess
our accomplishments, survey the present state of health in Silicon Valley and make reasoned decisions about how to advance wellness over the next five years.
Looking back, it is gratifying to see the impact we have had. Our campaign to make fresh produce more available to low-income residents posted significant gains. The City of San Jose adopted policies making it possible to open small farmers’ markets and allowing mobile vending of whole fresh fruits and vegetables. And we laid the groundwork for a new effort to encourage corner stores to stock fresh produce and healthy snacks.
The Health Trust provided crucial leadership and advocacy in the interests of older adults. When changes mandated by the Affordable Care Act raised concerns among some low-income seniors about their health care, we engaged local stakeholders in a pilot program to enroll nearly 30,000 older adults who had been covered by both Medicare and MediCal into managed care plans.
FY 2013 also brought important developments in our work in oral health. The Santa Clara Valley Water District board approved capital spending to fluoridate its three water treatment plants after The Health Trust, FIRST 5 Santa Clara County and the California Dental Association Foundation pledged $2.4 million toward the project. In June, we celebrated the fifth anniversary of The Health Trust Children’s Dental Center in East San Jose. Today, with two centers, we are the largest provider of dental care to low-income children in the county.
This was a critical year in advancing the goal of ending chronic homelessness in Santa Clara County. Destination: Home, a program of The Health Trust, requested an annual allocation from Santa Clara County’s Measure A funds to establish a permanent supportive housing fund, creating a pool for all existing housing resources within the County. The request included a new $4 million annual allocation for up to 10 years. This major policy milestone will lead to the development of housing to meet the needs of those in our community with extremely low incomes or special needs. It also laid the groundwork for developing countywide rapid rehousing strategies targeting families and youth.
As we look ahead to the next five years, we know our work is not done. We will be taking on new strategies and finding ways to continue to do our work more effectively. As always, we appreciate the essential support of our donors, volunteers, staff and partners. Together we will strive to make Silicon Valley the healthiest region in America – not just for the affluent, but for everyone.
The Health Trust Financial Overview Fiscal Year ended June 30, 2013
Statement of Activities
Revenue:
Public support $7,325,000
Fee for service and other fees 2,980,000
Net investment and other revenues 11,995,000
Total support and other revenues 22,300,000
Expenses:
Healthy Living (incl. grants) 2,145,000
Healthy Aging (incl. grants) 2,672,000
Healthy Communities (incl. grants) 7,568,000
Financial Administrative Support Services 1,873,000
Total Initiative expenditures 14,258,000
Management and general 1,968,000
Fundraising 358,000
Statement of Financial Position
Assets:
Cash and cash equivalents $4,242,000
Investments 91,554,000
Receivables and prepaids 1,411,000
Property and equipment, net 6,870,000
Other assets 11,665,000
Total assets 115,742,000
Liabilities:
Accounts payable 713,000
Grants payable 1,856,000
Other accrued expenses 1,076,000
Total liabilities 3,645,000
FY 2009
$94
FY 2010
$100
FY 2011
$115
FY 2012
$106
FY 2013
$112
$130
$110
$90
$70
$50
Frederick J. FerrerChief Executive Officer
Kathy McCarthy, J.D.2012-2013 Chair, Board of Trustees
Net Asset History ($ in Millions)
IMPACT
HEALTHY LIVING
200,000pounds 1,777
students
volunteers5,000
of free or low-cost produce was distributed to low-
income families
provided 23,500 hours of service with Silicon Valley HealthCorps partner organizations
from third grade through high school attended
garden-education programs taught by the
Silicon Valley HealthCorps
Farmer’s MarketsThe City of San Jose enacted policies
making it financially viable to open small
farmers’ markets on private property.
New markets were launched at Santa
Clara County facilities, beginning with
Valley Medical Center.
Food AccessThe Health Trust secured a three-year,
$300,000 USDA grant to support
availability of produce in low-income
communities in San Jose through
farmers’ markets, mobile vendors and
neighborhood gardens.
Silicon Valley HealthCorps Our partnership with AmeriCorps and 10
local organizations continued to engage
children and families in garden-based
education – planting and harvesting
thousands of pounds of produce, and
developing an appreciation for eating
fresh fruits and vegetables.
Local Food Resources
The Fresh Cart mobile produce vending program will roll out in 2014.
Garden education classes teach children the joys of growing and eating fresh fruits and vegetables.
HEALTHY COMMUNITIES
FluorideThe Santa Clara Valley Water District
board approved capital spending to
fluoridate its three water treatment plants.
AIDS FundraiserOn World AIDS Day, The Health Trust
launched a new fundraiser, Hike & Bike
Silicon Valley, to support AIDS Services.
Open Air Health Fair337 people received health screenings
at the 11th annual Open Air Health Fair,
which was attended by more than 3,000
people.
Destination: Home In April 2013, Destination: Home, a
program of The Health Trust, requested
an annual allocation from Santa Clara
County’s Measure A funds to establish a
permanent supportive housing fund. The
request also included a new $4 million
annual allocation for up to 10 years.
421 homeless individuals were placed in
permanent housing, many after decades
studentslearned about HIV prevention and treatment
through 31 Positively Speaking presentations at local high schools and colleges
1,632
617 homes
and 15 intensive case managers secured to date
9,900
attended Oral Health Education workshops
adults & children
The Open Air Health Fair offers health screenings to uninsured individuals.
Family Resource Centers strengthen families and help prepare children for kindergarten.
HEALTHY AGING
Cal MediConnectHealthy Aging staff engaged stakeholders
around a pilot program to enroll nearly
30,000 county residents who are covered
by both Medicare and MediCal into
managed care under the Affordable Care
Act.
System reformThe Health Trust invested funds and
leadership in the launch of a local
Falls Prevention Task Force and the
Community Volunteer Network.
AGEnts for ChangeMore than 130 advocates trained by
The Health Trust worked on issues
important to seniors. Working with the
City of San Jose and other partners, they
successfully improved pedestrian safety
at two dangerous locations.
Senior Peer Advocates22 SPA volunteers at 11 locations
throughout Santa Clara County provided
information and referral services to nearly
1,100 older adult clients.
75,712hot meals
were delivered to 676 homebound seniors and disabled persons by Meals
On Wheels drivers
1,100clients
were served by Senior Peer Advocates, who volunteered
more than 1,600 hours
400hours
were invested by more than 130 AGEnts for Change to advance policies benefiting
older adults
617
Senior Peer Advocates provide assistance to older adults.
Daily visits from Meals On Wheels drivers help seniors live more independently.
Wellness Visionary
$500,000 and up
FIRST 5 Santa Clara County
City of San José HOPWA
County of Santa Clara Department of Public
Health - Ryan White Funding
Wellness Champions
$100,000 to $499,999
The California Wellness Foundation
City of San José HOPWA SPNS
City of San José Housing Department
Corporation for National and Community
Service
County of Santa Clara Social Services Agency
The David & Lucile Packard Foundation
El Camino Hospital
SCAN Health Plan
The SCAN Foundation
Sourcewise (previously the Council on Aging)
U.S. Department of Agriculture/National Institute
of Food and Agriculture
United Way Silicon Valley
Director’s Circle
$25,000 - 99,999
Adobe Foundation
Ballard Estate Fund, a designated fund of the
Silicon Valley Community Foundation
Circle of Life Senior Endowment Fund, an
advised fund of the Silicon Valley Community
Foundation
Consulate General of México in San José
HEDCO Foundation
Kaiser Permanente
M•A•C AIDS Fund
George and Judy Marcus
Orchard House, Inc.
SanDisk Corporation Fund, a corporate advised
fund of the Silicon Valley Community Foundation
Tensentric, Inc.
Benefactor’s Circle
$10,000 - $24,999
BD Biosciences
Cisco Foundation
Elsie & Josephine Colomobo Charitable Trust
Gilead Sciences
Hurlbut-Johnson Fund, an advised fund of the
Silicon Valley Community Foundation
Mercury News WishBook Fund
Michael Lee Environmental Foundation
Investor’s Circle
$2,500 to 9,999
Amici’s Capital Corporation
Anonymous
Aruba Networks Foundation
Bryce and Darla Beck
Blue Shield of California Foundaiton
Blue Shield of California (Matching Gift Program)
Boucher Family Foundation
Broadway Cares/Equity Fights AIDS
The Burt and Barbara Foundation
CareMore Foundation
Catered Too!
C-Biz
Darren and Jill Cde Baca
City of Campbell
City of Gilroy
City of Milpitas
City of Mountain View
City of Sunnyvale
Colliers Parrish International, Inc.
The Davidson Family Foundation
J. Philip and Jennifer DiNapoli Foundation
Federal Emergency Management Agency
Frederick J. Ferrer
Barbara and Martin L. Fishman, M.D.
Robert Fletcher
Focus Business Bank
Mary Ellen and Michael E. Fox, Sr.
Garden City Construction, Inc.
Douglas and Janet Ginter
Todd and Amy Hansen
Ironwood Capital Management
J. Philip and Jennifer Dinapoli Foundation
Jockers Family Foundation
Junior League of San José
Macy’s Passport Fund
Mission City Community Fund
Mitchell Family Trust
Teresa O’Neill
Jane B. Oi
Pacific Catch Fresh Fish Grill
Rick Peral
RBC Foundation - USA
Roberta Robins, J.D.
Cynthia and Allen Ruby
Safeway Foundation
Silicon Valley AIDS Leadership Center
Silicon Valley Law Group
The Staple Family Fund, an advised fund of the
Silicon Valley Community Foundation
Stella B. Gross Charitable Trust
WD Foundation
Wells Fargo Foundation
Leadership Circle
$1,000 - 2,499
Thelmer and Patricia Aalgaard
Robert and Denise Aitken
Donald and Elizabeth Allen Family Fund
Arcadia Modern American Steakhouse
James and Jane Asher
Banfield Charitable Trust
William and Linda Baron
Fred J. Bedard
Robert J. Bettencourt
Eileen J. Bewley
Roy and Dorothy Billings
Michele Brown
The John Robert Burgoon Endowment Fund
California Department of Food and Agriculture
The Carter Family Charitable Foundation, Inc.
Casa de Cobre
Chacho’s Restaurant
Mary Chiao
William H. Cilker Family Foundation
Cisco Systems Matching Gifts
Comerica Bank - Western Market
Timothy Coogan and Qing Hua
Reese and Kathleen Cutler
Louise Deputron
Sharon Dunn and Joe Miller
Edwards Family Fund, a donor-advised fund of
the Silicon Valley Community Foundation
FaultLine Brewing Company
Kate Finn
Gilmore IT
Gilroy Foundation
Google Matching Gifts Program
Diane Hawkes
Helms Foundation, Inc.
Hewlett-Packard Company
James and Diane Hutchison
IBM Volunteer Outreach Council
Kathy McCarthy, J.D., Board Chair
Roberta L. Robins, J.D., Board Vice Chair
Cindy Ruby, Board Secretary
Juan A. Benitez
Charles Bullock, Ph.D.
Darren A. Cde Baca , C.I.M.A., C.F.P.
3180 Newberry Drive, Ste. 200
San Jose, CA 95118
The Health Trust Board of Trustees 2012-2013
Michael Celio, J.D.
Cindy Chavez
Karen Danna
Frederick J. Ferrer, M.S.
Martin Fishman, M.D.
Marianne Jackson, M.A.
David Katz, M.A., M.B.A.
Ruma Kumar, M.D.
Emily Lam, M.P.P.
Monique H. Lambert, Ph.D.
Richard P. Triolo, J.D.
Founded in 1996 as a charitable foundation, The Health Trust provides community health services, awards grants, and engages in policy and advocacy that support its vision and three strategic initiatives.
Thank You
© The Health Trust 2011-2014 San Jose, CA 01/14
Net Asset History ($ in Millions)
AGEnts for Change such as Jill Osofsky are trained by The Health
State Senator Bill Monning took a tour of the Health Trust Food Basket to
Silicon Valley HealthCorps members are teaching children and families the