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.
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