Nonprofit · EIN 94-6050231
THE HEALTH TRUST
Tax-exempt · SAN JOSE, CA 95118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,515,068 | $9,960,673 | $6,554,395 | $136,803,917 | $2,636,814 | $134,167,103 |
| June 30, 2024 | 990 | $21,536,455 | $22,715,007 | -$1,178,552 | $129,922,263 | $2,279,376 | $127,642,887 |
| June 30, 2023 | 990 | $20,287,539 | $18,894,126 | $1,393,413 | $124,963,416 | $2,363,451 | $122,599,965 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,174,767
- of which government grants
- $1,290,995
- Membership dues
- $280,326
- Program service revenue
- $1,147,733
- Investment income
- $12,739,338
- Net rental income
- $453,230
- Net gain from sales of assets
- $5,649,490
- Other revenue
- $453,230
Expenses
- Grants and similar amounts paid
- $3,690,384
- Compensation of officers, directors and key employees
- $697,283
- Other salaries and wages
- $777,594
- Salaries, compensation and benefits (total)
- $2,162,118
- Professional fundraising fees
- $23,250
- Legal fees
- $11,163
- Accounting fees
- $426,660
- Occupancy
- $139,449
- Travel
- $9,835
- Depreciation
- $73,882
- Program services (functional)
- $6,955,348
- Management and general (functional)
- $2,574,519
- Fundraising (functional)
- $430,806
Balance sheet and other
- Total assets, start of year
- $129,922,263
- Total assets, end of year
- $136,803,917
- Total liabilities, end of year
- $2,636,814
- Net assets, end of year
- $134,167,103
- Land, buildings and equipment
- $3,793,376
- Publicly traded securities
- $98,562,355
- Net assets without donor restrictions
- $131,014,564
- Net assets with donor restrictions
- $3,152,539
- Gross receipts
- $77,684,904
- Employees
- 103
- Volunteers
- 13
- Year formed
- 1996
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY CHAN CAO THRU 0624 | INTERIM CFO (START 07/24) Officer | 40 | $297,374 | $71,420 |
| MICHELE LEW | CEO (THRU 06/24) Former | 40 | $267,532 | $15,769 |
| ELISA KOFF-GINSBORG | DIRECTOR OF MENTAL HEALTH Highest-paid employee | 40 | $174,042 | $12,755 |
| MATTHEW VANDERWERF | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $156,172 | $25,213 |
| MARIA GARCIA | VP OF PROGRAMS & STRATEGY Key employee | 40 | $163,459 | $17,906 |
| SHUANTA MCGEE | VP OF PROGRAMS (THRU 06/24) Highest-paid employee | 40 | $140,669 | $8,169 |
| NGOC HO | DIRECTOR OF BUSINESS OPERATIONS Highest-paid employee | 40 | $136,430 | $9,240 |
| YUKIKO HATANAKA | CLINICAL SUPERVISOR (THRU 6/24) Highest-paid employee | 40 | $123,313 | $1,988 |
| LISA YARBROUGH-GAUTHIER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVID O'REILLY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MICHELE LEW | SECRETARY (THRU 06/25) Trustee or director | 2 | $0 | $0 |
| BRAD BARON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| WEI-TING CHEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BEN DUBIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NEYSA FLIGOR | BOARD MEMBER (THRU 10/24) Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG HENDERSON | BOARD MEMBER (THRU 06/25) Trustee or director | 2 | $0 |
| RHONDA MCCLINTON-BROWN | BOARD MEMBER Trustee or director | 2 | $0 |
| RAJAN NARANG | BOARD MEMBER Trustee or director | 2 | $0 |
| EDWARD REGINELLI | BOARD MEMBER (THRU 06/25) Trustee or director | 2 | $0 |
| EFREN ROSAS MD | BOARD MEMBER (THRU 06/25) Trustee or director | 2 | $0 |
| CRAIG STEPHENS PHD | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELE LEW | CEO (THRU 06/24) Officer | 40 | $387,104 | $46,515 |
| AMY CHAN | CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $259,016 | $28,229 |
| SHUANTA MCGEE | VP OF PROGRAMS (THRU 06/24) Key employee | 40 | $203,999 | $14,625 |
| ELISA KOFF-GINSBORG | DIRECTOR OF MENTAL HEALTH Highest-paid employee | 40 | $169,155 | $8,428 |
| CARLENE SCHMIDT | DIRECTOR OF DEVELOPMENT (THRU 10/23) Highest-paid employee | 40 | $135,807 | $19,538 |
| MATTHEW VANDERWERF | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $134,011 | $15,137 |
| MARIA GARCIA | DIRCTOR OF GRANT MAKING Highest-paid employee | 40 | $134,975 | $12,557 |
| TASHA JEFFERSON | DIRECTOR OF HOUSING (THRU 06/24) Highest-paid employee | 40 | $131,169 | $15,044 |
| LISA YARBROUGH-GAUTHIER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| CAMILLE LLANES-FONTANILLA MPA | VICE CHAIR (THRU 06/24) Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT ROBLEDO | SECRETARY (THRU 06/24) Trustee or director, Officer | 2 | $0 | $0 |
| ANN RAVEL | BOARD MEMBER (THRU 06/24) Trustee or director | 2 | $0 | $0 |
| BEN DUBIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CRAIG STEPHENS PHD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAVID O'REILLY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EDWARD REGINELLI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GREG HENDERSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EFREN ROSAS MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRAD BARON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RHONDA MCCLINTON-BROWN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RAJAN NARANG | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| WEI-TING CHEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NEYSA FLIGOR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELE LEW | CEO Officer | 40 | $351,763 | $42,432 |
| AMY CHAN | CAO Officer | 40 | $218,354 | $23,804 |
| ELISA KOFF-GINSBORG | EXECUTIVE DIR ASSOC OF MENTAL HEALTH Highest-paid employee | 40 | $168,132 | $5,760 |
| KELLY CHAU | SR. VP OF PROGRMS (THRU 12/22) Key employee | 40 | $158,621 | $5,047 |
| CARLENE SCHMIDT | DIR. OF DEVELOPMENT Highest-paid employee | 40 | $132,254 | $24,359 |
| MATTHEW VANDERWERF | DIRECTOR OF HR Highest-paid employee | 40 | $124,782 | $19,412 |
| TERESA JOHNSON | PROGRAM DIRECTOR, FOOD & NUTRITION Highest-paid employee | 40 | $118,729 | $21,922 |
| MARIA GARCIA | PROG. OFFICER, GRANTS Highest-paid employee | 40 | $125,108 | $11,169 |
| ROBERT ROBLEDO | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ANN RAVEL | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RITA NGUYEN MD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BRAD BARON | BOARD MEMBER (AS OF 06/23) Trustee or director | 2 | $0 | $0 |
| WEI-TING CHEN | BOARD MEMBER (AS OF 06/23) Trustee or director | 2 | $0 | $0 |
| BEN DUBIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NEYSA FLIGOR | BOARD MEMBER (AS OF 06/23) Trustee or director | 2 | $0 | $0 |
| JIM HEERWAGEN | BOARD MEMBER (THRU 06/23) Trustee or director | 2 | $0 | $0 |
| GREG HENDERSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| UJJAL KOHLI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EMILY LAM MPP | BOARD MEMBER (THRU 06/23) Trustee or director | 2 | $0 | $0 |
| RHONDA MCCLINTON-BROWN | BOARD MEMBER (AS OF 06/23) Trustee or director | 2 | $0 | $0 |
| RAJAN NARANG | BOARD MEMBER (AS OF 06/23) Trustee or director | 2 | $0 | $0 |
| DAVID O'REILLY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EFREN ROSAS MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CRAIG STEPHENS PHD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LISA YARDBROUGH-GAUTHIER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3180 NEWBERRY DR STE 200, SAN JOSE, CA 95118-1566
- Principal officer (990 for 2024)
- ANTHONY ITON, 3180 NEWBERRY DRIVE 200, SAN JOSE, CA 95118
- Signed the 990
- ANTHONY ITON, CEO
- Phone
- (408) 513-8700
- Website
- WWW.HEALTHTRUST.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6050231 or by the name THE HEALTH TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE MISSION IS TO BUILD HEALTH EQUITY IN SILICON VALLEY.
Program accomplishments
- GRANT MAKING:AS A FUNDER, THE HEALTH TRUST INVESTS IN COMMUNITY-BASED ORGANIZATIONS AND PUBLIC AGENCIES ADVANCING HEALTH EQUITY AND SYSTEMS-LEVEL CHANGE.ANNUALLY, THE HEALTH TRUST COMMITS TO INVEST OVER $2.3 MILLION THROUGH ITS ENDOWMENT, WHICH PROVIDES A DIRECT BENEFIT TO RESIDENTS OF SANTA CLARA AND NORTHERN SAN BENITO COUNTIES. THESE RESTRICTED DOLLARS ARE AWARDED THROUGH HEALTH PARTNERSHIP GRANTS, WHERE THE HEALTH TRUST INVESTS IN ORGANIZATIONS, PROGRAMS, AND PROJECTS THAT SEEK TO ADDRESS HEALTH INEQUALITY, PRIORITIZING DEEPLY IMPACTED COMMUNITIES. THE HEALTH TRUST FOCUSES ON KEY DRIVERS OF HEALTH, LIKE (CONTINUED ON SCHEDULE O) FOOD AND NUTRITION, CHRONIC DISEASE PREVENTION AND MANAGEMENT, HOUSING SUPPORT, AND OTHER APPROACHES TO BUILDING HEALTH EQUITY.THE HEALTH TRUST'S PHILANTHROPIC INVESTMENTS ARE GUIDED BY A REGIONAL HEALTH-EQUITY FRAMEWORK THAT SEEKS TO ALIGN GOVERNMENT, PHILANTHROPY, AND THE COMMUNITY AROUND SHARED PRIORITIES. FUNDING APPROACHES INCLUDE MULTI-YEAR HEALTH PARTNERSHIP GRANTS, COMMUNITY GRANTS, AND RAPID RESPONSE GRANTS THAT COLLECTIVELY STRENGTHEN THE CAPACITY OF LOCAL ORGANIZATIONS TO DRIVE MEASURABLE AND LASTING IMPACT.DURING THE YEAR ENDED JUNE 30, 2025, THE HEALTH TRUST AWARDED $3.65 MILLION, PARTNERING WITH 77 NONPROFIT AND PUBLIC-SECTOR ORGANIZATIONS THROUGH GRANTS, CONVENINGS, AND COLLABORATIVE INITIATIVES. GRANTMAKING SUPPORTED A RANGE OF STRATEGIES FROM RAPID-RESPONSE EFFORTS ADDRESSING URGENT COMMUNITY NEEDS TO LONG-TERM INVESTMENTS IN FOOD-SYSTEM TRANSFORMATION, HOUSING STABILITY, AND POLICY ADVOCACY THAT TACKLES STRUCTURAL INEQUITIES.IN AN EFFORT TO DEEPEN ITS IMPACT, THE HEALTH TRUST REMAINS DEDICATED TO COLLABORATIVELY FUNDING INITIATIVES WITH LIKE-MINDED PARTNERS. IT SUCCESSFULLY CO-FUNDED FOUR PROJECTS, CONTRIBUTING $747,000 FROM ITS RESTRICTED FUND AND LEVERAGING AN ADDITIONAL $700,000 FROM OTHER FUNDING SOURCES, RESULTING IN A TOTAL INVESTMENT OF $1,447,000 IN ITS COMMUNITY.Expenses $4,234,191 · grants $3,657,000 · revenue $35,800
- ADVOCACY:AS AN ADVOCATE, THE HEALTH TRUST CHAMPIONS SYSTEMS AND POLICY CHANGES THAT ALIGN WITH ITS MISSION AND FOCUS AREAS. THT COLLABORATES WITH COMMUNITY LEADERS, RESIDENTS, AND POLICYMAKERS TO ADVANCE INITIATIVES SUCH AS EQUITABLE FOOD SYSTEMS, BEHAVIORAL-HEALTH WORKFORCE DEVELOPMENT, AND ECONOMIC-MOBILITY STRATEGIES.THROUGH THIS WORK, THT SERVES AS A TRUSTED CONVENER AND BACKBONE ORGANIZATION ALIGNING PARTNERS ACROSS SECTORS TO ADDRESS THE ROOT CAUSES OF HEALTH DISPARITIES. ADVOCACY EFFORTS EMPHASIZE DATA-DRIVEN DECISION-MAKING, COMMUNITY VOICE, AND (CONTINUED ON SCHEDULE O) COLLECTIVE ACTION AS ESSENTIAL COMPONENTS OF A HEALTHY AND JUST SILICON VALLEY.Expenses $2,721,157 · grants $33,384 · revenue $1,111,933
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6050231
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2026
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E99)
- Assets (IRS master file)
- $136,803,917
- Income (IRS master file)
- $77,684,904
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,515,068 | $9,960,673 | $136,803,917 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $21,536,455 | $22,715,007 | $129,922,263 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $20,287,539 | $18,894,126 | $124,963,416 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $27,941,301 | $18,977,103 | $121,710,824 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6050231).
Questions about THE HEALTH TRUST
- What is the EIN of THE HEALTH TRUST?
- The employer identification number (EIN) of THE HEALTH TRUST is 94-6050231.
- Is THE HEALTH TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to THE HEALTH TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE HEALTH TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE HEALTH TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HEALTH TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE HEALTH TRUST?
- The 990 for the year ended June 30, 2025 names ANTHONY ITON.
- Who are the officers and directors of THE HEALTH TRUST?
- The 990 for the year ended June 30, 2025 lists 21 people; 8 received compensation from the organization, the highest $297,374 (AMY CHAN CAO THRU 0624, INTERIM CFO (START 07/24)).
- How much revenue does THE HEALTH TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,515,068, expenses of $9,960,673 and total assets of $136,803,917 at year end.
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