annual report 2014-2015 - the health trusthealthtrust.org/.../final-annualreport_2014-2015-1a... ·...
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A N N U A L R E P O R T 2 0 1 4 - 2 0 1 5
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.
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.
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.
The Health Trust Good. To Go. campaign celebrated the addition of yet another Healthy Cornerstore-- Sidhu Market.
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.
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.
HealtHy EATING
118,266pounds 2,232
students
Health Trust staff118
of free or low-cost produce was distributed to low-
income families
provided services to more than 60,000 people across all 3 of The Health Trust initiatives.
from third grade to high school attended garden
education programs taught by the Silicon Valley
HealthCorps
`
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
through Let’s Move Salad Bars to Schools, an effort
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 mini-
grants for the hosting of 17 event screenings
of Sweet Revenge: Turning the Tables on Processed Food,
a film by Dr. Robert Lustig on the effects of
sugar consumption.
a corporate volunteer group from Google, one of many volunteer groups to help out at the Jerry larson FOODBasket.
the Good. to Go. campaign brought healthy foods and a fresh new look to Healthy Cornerstores.
The Healthy Aging Initiative ensures that all older adults are able to advocate for themselves and that they have access to coordinated healthcare
and supportive services. HealtHy AGING
The Healthy Aging Initiative ensures that all older adults are able to advocate for themselves and that they have access to coordinated healthcare
and supportive 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.
85,500hot meals
were delivered to 574 homebound seniors and persons with disabilities by our Meals On Wheels drivers and
volunteers. 302hours
invested by AGEnts for Change to advance policies benefiting
older adults.
1,368hours
volunteered by Senior Peer Advocates (SPA) helped to serve more than 900
clients.Clients in Better Choices, Better Health learn the tools to take charge of their condition and live healthier and more independent lives.
Daily visits from Meals On Wheels drivers help seniors live more independently.
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.
The Healthy Living Initiative ensures that health related policies and services exist so that race, language,
income and age do not keep residents from enjoying the healthiest lives possible.
HealtHy LIVINGThe Healthy Living Initiative ensures that health related
policies and services exist so that race, language, income and age do not keep residents from enjoying
the healthiest lives possible.
this year, the Health trust Healthy living
Initiative opened a new Family Resource Center. Funded
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.
childrenenrolled in early education programs to support successful entrance into
kindergarten.
+1,500
13,338 participants
received nutrition education, including My Plate, Rethink Your Drink and Healthy Eating
on a Budget. 20,526received oral health prevention and
dental services.
children the Open air Health Fair offered health screenings and flu shots to uninsured individuals at the San Jose Flea Market.
FIRSt 5’s Potter the Otter welcomes families to our new Sunnyhills Family Rescource Center.
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 homeless residents in the 6 years covered by this study. This cost our community $520 million per year.
• 104,206 individuals experienced 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 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 16,841,000
Management and general 2,225,000
Fundraising 308,000
total support services 2,533,000
total expenses 19,374,000
Change in net assets ($4,325,000 )
Statement of Financial Position
Assets:Cash and cash equivalents $2,739,000 Investments 99,516,000 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 600,000 Grants payable 107,000 Other accrued expenses 1,536,000
total liabilities 2,243,000
Net Assets:Unrestricted 113,098,000 temporarily restricted 3,213,000 Permanently restricted 170,000
total net assets 116,481,000
total liabilities and net assets $118,724,000
FY 2011
$115
FY 2012
$106
FY 2013
$112
FY 2014
$121
FY 2015
$116$130
$110
$90
$70
$50
Frederick J. FerrerChief Executive Officer
Dr. Charles Bullock2014-2015 Chair, Board of Trustees
Net Asset History ($ in Millions)
Together We are the Answer
Wellness Visionary$500,000 and up
City of San Jose Housing Dept
County of Santa Clara Public Health Department
FIRSt 5 Santa Clara County
Google, Inc.
State of California americCorps
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
County of Santa Clara General Fund
Hurlbut-Johnson Charitable trusts
leslie Family Foundation
M*a*C aIDS Fund
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
Douglas and Janet Ginter
Graystone Consulting
todd and amy Hansen
Jockers Family Foundation
Kaiser Permanente / Kaiser Foundation Health Plan
Gregory M. Krodel
Mission City Community Fund
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
thelmer and Patricia aalgaard
Donald & elizabeth allen Family Fund
anonymous
aristotle Capital Management
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
Sharon Dunn and Joe Miller
Faultline Brewing Company
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
Ira and Karen Holtzman
James and Diane Hutchison
Kaiser Permanente / KP Financial SVCS OPS
Robert a. Karchevski
Stephen lewallen
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
les and louise Persson
Pointer Management Company
Mr. and Mrs. Robert C. Quenelle
Rainbow Chamber of Commerce
Razoo Foundation
Silicon Valley Community Foundation
Mr. and Mrs. Dan Sisto, Jr.
Ms. Susan W. SooHoo
Mr. and Mrs. alfred Sporer
trang Van
Vaughan Nelson
Gary and Sharon Vergho
Mr. John M. Wernli
Westfield Property Management
Frank and Susan yaeger
Donor Circle$500 - 999
agave Mexican Bistro
Ms. Nancy C. altieri
amitabha Fund
timothy P. andre
anonymous
James and Jane asher
Martin H. Baccaglio
adu Bagley
Mary Jane Bateman
Mrs. lois Berg and Paul a. Berg
alicia Burgoon
Ms. Jan Buzbee
Celia’s Mexican Restaurant
Mary Chiao
Kathleen and Philippe Ciampossin
William Corneth
Mr. and Mrs. Gordon K. Davidson
louise De Putron
Fahrenheit Ultra lounge & Restaurant
John Fehmer
Dr. and Mrs. Stephen Fox
Mr. lance Freesh
Philip and Junko Freidin
Vivaltina Gallegos
Habana Cuba Restaurant
Ms. Margie a. Hammack
Heppy trust
Jocelyn K. Jackson
Marianne Jackson
Jewish Community Federation & endowment Fund
Marsha C. Jones
JustGive.org
David J. Katz and ann Moses
laurie Kelm
edson and Janice Kerswill
Mr. Michael Korek
Joseph lattuada
Steven and lina leung
Olga lizama
Mr. and Mrs. Bruce McFarlane
Mio Vicino
Ms. Sherilyn e. Moody
Donna l. Mueller
Mr. and Mrs. C. Richard Neely, Jr.
Paul Newhagen
Ms. Mary a. Page
Paolo’s Restaurant
John and Devonne Pencer
leslie Perez-Ortiz
Mr. George J. Petersen
Randall M. Presuhn
Robert and Marjorie Rice
anthony J. Richmond and Pilar S. Parducci
Mr. and Mrs. Reginald Ricket
Ms. Wendy Riggs
Joelle M. Rokovich
Ms. Patricia Salazar
Gunther and Sally Scheibel
Stephen and Christine Sedler
Ms. Irene Segura
Debbie Serio
Mr. Robert N. Seymour
Shirley a. Wilson Insurance Services
Mrs. Ramona Singh
Daniel Steinberg
Judith Stewart
Ms. Carol e. tanton
Dr. Geoffrey and linda M. tootell
United Way Silicon Valley
thomas J. Valore
Ms. Cheryl Venuto
Mr. and Mrs. Roger W. Wells
eric and Birgit Werner
Marguerite Will
William H. Cilker Family Foundation
William and Janne Wissel
Panya Wongsenakhum
Destination: Home DonorsRita Rothstein
James Hodgson
Paul Pereira
Pam Dickinson
Brian McDonald
alejandra Chavez
Carla Freeman
alenja Brugos
Kelly Spivey
Jimmy lu
Guadalupe Herrera
Vilma K. Pallette
Phillip t. Smith
luther Jackson
anne C. Jinks
Kathleen yates
Patricia Fisher
City of Sunnyvale, City Manager’s Office employees
William H. Cilker Family Foundation
Brian J. Manion
Jennifer loving
lesa Sroufe & Co.
Stephen R. lawrence
Gregory K. Roberts
Silicon Valley Community Foundation
Pacific Gas and electric
eBay Foundation
Cisco
Sobrato Family Foundation
Hurlbut-Johnson Charitable trusts
Knight Foundation
City of San Jose
Gift-In-Kind DonorGifts-In-Kind valued at $500 and more
Second Harvest Food Bank
Sobrato Family Foundation
Pamela Bender
Sushi Confidential
Pamela Bender
Marty terzakis
aperture acadamy
Mauve Skin Care
Higher Fire
Partida tequilla
Bay area Glass Institute
Sushi Randy
Michaels- Colman Store
Margaret Ryan
lynda Bowlin
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.
Charles Bullock, Ph.D, Board Chair
Roberta l. Robins, J.D., Board Vice Chair
Cindy Ruby, Board Secretary
Craig Capurso
Darren a. Cde Baca , C.I.M.a., C.F.P.
David Katz, M.a., M.B.a.
3180 Newberry Drive, Suite #200
San Jose, CA 95118
(408) 513-8700
www.healthtrust.org
The Health Trust Board of Trustees 2014-2015
David Neighbors, C.P.a.
emily lam, M.P.P.
Frederick J. Ferrer, M.S.
Jim Heerwagen B.S.C.
Juan a. Benitez
Kathy M. McCarthy, J.D.
Marianne Jackson, M.a.
Michael Celio, J.D.
Monique H. lambert, Ph.D.
Richard P. triolo, J.D.
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.
Thank You