Mayor of San Jose , 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.

ANNUAL REPORT 2014-2015

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.

For its ten year anniversary, the Applied Materials Turkey Trot The FOODBasket was dedicated as the Jerry Larson added The Health Trust as a beneficiary. Proceeds will go toward The Health FOODBasket and received a makeover as a part of the Trust Better Choices, Better Health program. dedication ceremony attended by Supervisor Ken Yeager and numerous community members.

The Health Trust awarded a grant to Silicon Valley The Health Trust is 1 of 7 organizations in the country to launch a new Leadership Group Foundation to support the Let’s Move project called the Digital Aging Mastery Program. The DigitalAMP will teach The Health Trust Good. To Go. campaign celebrated the addition of yet Salad Bars to Schools Campaign, which installs seniors to use interactive tablet technology to connect online with friends another Healthy Cornerstore-- Sidhu Market. and support 20 salad bars in high-need Santa Clara County and family. schools. 118,266 pounds 2,232 of free or low-cost produce was distributed to low- students income families from third grade to high school attended garden education programs taught by the Silicon Valley 118 HealthCorps Health Trust staff` provided services to more than 60,000 people across all 3 of The Health Trust initiatives. A corporate volunteer group from Google, one of many volunteer groups to help out at The Jerry Larson FOODBasket.

The Healthy Eating Initiative ensures that all residents access and consume, affordable, Healthy EATING 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. The Good. To Go. campaign brought healthy foods and a fresh new look to Healthy Cornerstores. 85,500 hot meals were delivered to 574 homebound seniors and persons with disabilities by our Meals On Wheels drivers and 302 volunteers. hours 1,368 invested by AGEnts for Change hours to advance policies benefiting volunteered by Senior Peer older adults. Advocates (SPA) helped to serve more than 900 Clients in Better Choices, Better Health learn the tools to take charge clients. of their condition and live healthier and more independent lives. TheThe Healthy Healthy Aging Aging Initiative Initiative ensures ensures that that all all older older adultsadults are are able able to to advocate advocate for for themselves themselves and and thatthat they they have have access access to to coordinated coordinated healthcare healthcare Healthy aging andand supportive supportive services. 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. 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.

Daily visits from Meals On Wheels drivers help seniors live more independently. 13,338 participants received nutrition education, including My Plate, Rethink Your Drink and Healthy Eating on a Budget. +1,500 20,526 children children received oral health prevention and enrolled in early education programs dental services. The Open Air Health Fair offered health screenings and flu shots to to support successful entrance into uninsured individuals at The . kindergarten.

TheThe Healthy Healthy Living Living Initiative Initiative ensures ensures that that health health related related policiespolicies and and services services exist exist so so that that race, race, language, language, incomeincome and and age age do do not not keep keep residents residents from from enjoying enjoying Healthy LIVING thethe healthiest healthiest lives lives possible. 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. FIRST 5’s Potter the Otter welcomes families to our new Sunnyhills Family Rescource Center. Together We are the Answer

It has been my experience that identifying the true problem is essential The Health Trust Financial Overview before finding a solution. This past year, we conducted a series of studies that Fiscal Year ended June 30, 2015 identified some very troubling problems in our community. Statement of Financial Position Destination: Home, a program of The Health Trust, published Home Not Found: The Cost of Homelessness in Silicon Valley, the largest and most Assets: comprehensive study in the to analyze the public costs of Cash and cash equivalents $2,739,000 Investments 99,516,000 homelessness. What did we learn? Receivables and prepaids 2,616,000 Property and equipment, net 6,030,000 • More than $3 billion worth of services was spent on ​homeless residents Other assets 7,823,000 in the 6 years covered by this study. This cost our community $520 million Total assets 118,724,000 per year. Liabilities: • 104,206 individuals experienced​ homelessness in Santa Clara County Accounts payable 600,000 over the study’s six-year period. Grants payable 107,000 Other accrued expenses 1,536,000 • The estimated average annual pre-housing public cost for a homeless Total liabilities 2,243,000 individual is $62,473. The estimated average post-housing cost is $19,767, a reduction of $42,706 annually. Net Assets: Unrestricted 113,098,000 We conducted a San Jose Food Access Study that investigated senior and Temporarily restricted 3,213,000 homeless populations. Our findings included: Permanently restricted 170,000 Total net assets 116,481,000 • There are 7,344 homebound, low-income seniors in San Jose; over 85% do Total liabilities and net assets $118,724,000 not receive nutritional support, such as Meals On Wheels. Net Asset History • Thirty-one percent of safety-net providers serve close to 1,000 ($ in Millions) unsheltered homeless people per week. And yet there are still the need $130 for additional providers located in close proximity to where unsheltered $121 $115 $116 homeless people are concentrated. $112 $110 $106 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 $90 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 $70 elderly, these are problems that require a collective effort and support.

Currently, we’re working with the City of San Jose and community $50 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015 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, Statement of Activities a collaboration with over 60 stakeholders that aims to ensure all residents Revenue: can access affordable housing, along with the support they need to retain it. Public support $9,598,000 We worked with the County of Santa Clara, along with other philanthropic Fee for service and other fees 3,618,000 funders, to launch Project Welcome Home, California’s first Pay for Success Net investment and other revenues 1,833,000 project, aimed at providing housing and supportive services for the chronically homeless. Total support and other revenues 15,049,000

Housing the homeless, feeding the most vulnerable, solving these problems Expenses: won’t come easy, but we’re up for the challenge. A challenge, that we hope Healthy Living (incl. grants) 8,661,000 you’ll join us at tackling. 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

Frederick J. Ferrer Dr. Charles Bullock Management and general 2,225,000 Chief Executive Officer 2014-2015 Chair, Fundraising 308,000 Board of Trustees Total support services 2,533,000

Total expenses 19,374,000

Change in net assets ($4,325,000 ) Thank You

Wellness Visionary Douglas and Janet Ginter Les and Louise Persson Ms. Sherilyn E. Moody Lesa Sroufe & Co. $500,000 and up Graystone Consulting Pointer Management Company Donna L. Mueller Stephen R. Lawrence City of San Jose Housing Dept Todd and Amy Hansen Mr. and Mrs. Robert C. Quenelle Mr. and Mrs. C. Richard Neely, Jr. Gregory K. Roberts County of Santa Clara Public Health Jockers Family Foundation Rainbow Chamber of Commerce Paul Newhagen Silicon Valley Community Foundation Department Kaiser Permanente / Kaiser Foundation Health Razoo Foundation Ms. Mary A. Page Pacific Gas and Electric FIRST 5 Santa Clara County Plan Silicon Valley Community Foundation Paolo’s Restaurant eBay Foundation Google, Inc. Gregory M. Krodel Mr. and Mrs. Dan Sisto, Jr. John and Devonne Pencer Cisco State of California AmericCorps Mission City Community Fund Ms. Susan W. SooHoo Leslie Perez-Ortiz Sobrato Family Foundation Wellness Champions Roberta Robins, J.D. Mr. and Mrs. Alfred Sporer Mr. George J. Petersen $100,000 to $499,999 Hurlbut-Johnson Charitable Trusts Cynthia and Allen Ruby Trang Van Randall M. Presuhn Knight Foundation Applied Materials Sillicon Valley Turkey Trot Grace A. Sanfilippo Vaughan Nelson Robert and Marjorie Rice City of San Jose City of San Jose CDBG Dr. Harise Stein and Mr. Peter Staple Gary and Sharon Vergho Anthony J. Richmond and Pilar S. Parducci County of Santa Clara Mental Health Gift-In-Kind Donor Star One Credit Union Department Mr. John M. Wernli Mr. and Mrs. Reginald Ricket Gifts-In-Kind valued at $500 and more Mr. Scott G. Thayer County of Santa Clara Social Services Agency Westfield Property Management Ms. Wendy Riggs Second Harvest Food Bank The Benevity Community Impact Fund Sourcewise Frank and Susan Yaeger Joelle M. Rokovich Sobrato Family Foundation University of California Berkeley USDA Donor Circle Ms. Patricia Salazar Pamela Bender Wells Fargo Foundation - Greater Bay Region & $500 - 999 Gunther and Sally Scheibel Sushi Confidential Director’s Circle SF Bay Region $25,000 - 99,999 Agave Mexican Bistro Stephen and Christine Sedler Pamela Bender World Runners City of San Jose General Fund Ms. Nancy C. Altieri Ms. Irene Segura Marty Terzakis 36 Investor’s Circle City of San Jose PRNS Amitabha Fund Debbie Serio Aperture Acadamy Leadership Circle Consulate General of Mexico in San Jose $1,000 - 2,499 Timothy P. Andre Mr. Robert N. Seymour Mauve Skin Care Anonymous County of Santa Clara General Fund Thelmer and Patricia Aalgaard Shirley A. Wilson Insurance Services Higher Fire James and Jane Asher Hurlbut-Johnson Charitable Trusts Donald & Elizabeth Allen Family Fund Mrs. Ramona Singh Partida Tequilla Martin H. Baccaglio Leslie Family Foundation Anonymous Daniel Steinberg Bay Area Glass Institute Adu Bagley M*A*C AIDS Fund Aristotle Capital Management Judith Stewart Sushi Randy Mary Jane Bateman Benefactor’s Circle Florence L. Bass Ms. Carol E. Tanton Michaels- Colman Store $10,000 - 24,999 Mrs. Lois Berg and Paul A. Berg Fred J. Bedard Dr. Geoffrey and Linda M. Tootell Margaret Ryan Ballard Estate Fund Alicia Burgoon Bethel Lutheran Church and School United Way Silicon Valley Lynda Bowlin Elsie & Josephine Colombo Charitable Trust Ms. Jan Buzbee Roy and Dorothy Billings Thomas J. Valore FEMA Celia’s Mexican Restaurant Gifts of all levels are critical to the success of Michele Brown Ms. Cheryl Venuto our work and we thank all our donors for their Gilead Sciences Mary Chiao William and Susan Carter Mr. and Mrs. Roger W. Wells generous support. Due to space limitations, this list includes donors who contributed at Nancy Handel Kathleen and Philippe Ciampossin Anthony and Mary Cefalu Eric and Birgit Werner the level of $500 or more between July 1, Hugh Stuart Center Charitable Trust 2014 and June 30, 2015. Every attempt has William Corneth Marguerite Will Ms. Dorothy Chen been made to assure the accuracy of this list Magnum Medical Sales Mr. and Mrs. Gordon K. Davidson Jerome Chester William H. Cilker Family Foundation and we apologize for any inadvertent errors or omissions. Please call 408.513.8711 or email National Council On Aging Louise De Putron Reese and Kathleen Cutler William and Janne Wissel [email protected] for any changes. SCAN Foundation Fahrenheit Ultra Lounge & Restaurant Panya Wongsenakhum Thank you for your support of The Health Sharon Dunn and Joe Miller Trust. Investor’s Circle John Fehmer Destination: Home Donors $2,500 - 9,999 FaultLine Brewing Company Dr. and Mrs. Stephen Fox Janet Fee Rita Rothstein Amici’s Capital Corporation Mr. Lance Freesh Dr. Martin and Barbara Fishman James Hodgson Anonymous Philip and Junko Freidin Mr. and Mrs. John R. Fitzhenry Paul Pereira Ms. Suzanne M. Avina The Health Trust is a strategic Vivaltina Gallegos Mr. Falko Forbrich Pam Dickinson Banfield Charitable Trust agent of change. We embrace San Habana Cuba Restaurant Michael and Mary Ellen Fox Brian McDonald Bryce and Darla Beck Jose’s rich history of diversity and Ms. Margie A. Hammack Diane Hawkes Alejandra Chavez Bodybuilding.com community organizing as well as the Heppy Trust Janet Heldt and Crystal West Carla Freeman Richard and Geraldine Boucher innovation and business savvy of Jocelyn K. Jackson Mr. Paul Hepfer Alenja Brugos Broadway Cares/Equity Fights AIDS Silicon Valley’s tech sector. We set Marianne Jackson Ira and Karen Holtzman Kelly Spivey The Burt and Barbara Foundation high standards for ourselves and our Jewish Community Federation & Endowment James and Diane Hutchison Jimmy Lu Catered Too! Fund partners as we look for new solutions Kaiser Permanente / KP Financial SVCS OPS Guadalupe Herrera CBIZ Accounting, Tax, & Advisory of San Jose Marsha C. Jones to the root causes of local health Robert A. Karchevski Vilma K. Pallette Darren and Jill Cde Baca JustGive.org inequities. Unlike most foundations, Stephen Lewallen Phillip T. Smith Chacho’s Restaurant David J. Katz and Ann Moses “funder” is not The Health Trust’s Lucy Lofrumento Luther Jackson City of Campbell Laurie Kelm only role. When needed we also Los Gatos Community Foundation Anne C. Jinks City of Milpitas Edson and Janice Kerswill provide direct services, build Kathy Meier McCarthy, J.D. Kathleen Yates City of Mountain View Mr. Michael Korek community partnerships, advocate McDonnell Investment Management Patricia Fisher City of Sunnyvale Joseph Lattuada for policy change, raise money, and John V. Moore City of Sunnyvale, City Manager’s Office The Davidson Family Foundation Steven and Lina Leung Employees lead new initiatives. We are willing to Jeffrey Motto Mr. and Mrs. J. Philip DiNapoli Olga Lizama William H. Cilker Family Foundation do whatever is needed to implement David Neighbors, CPA Frederick J. Ferrer Mr. and Mrs. Bruce McFarlane Brian J. Manion our strategic vision and turn the Jane Bindl Oi Focus Business Bank Mio Vicino Jennifer Loving hope of health for all into a reality in Pacific Gas and Electric Silicon Valley.

The Health Trust Board of Trustees 2014-2015

Charles Bullock, Ph.D, Board Chair David Neighbors, C.P.A. Marianne Jackson, M.A. 3180 Newberry Drive, Suite #200

Roberta L. Robins, J.D., Board Vice Chair Emily Lam, M.P.P. Michael Celio, J.D. San Jose, CA 95118 Cindy Ruby, Board Secretary Frederick J. Ferrer, M.S. Monique H. Lambert, Ph.D. (408) 513-8700 Craig Capurso Jim Heerwagen B.S.C. Richard P. Triolo, J.D. www.healthtrust.org Darren A. Cde Baca , C.I.M.A., C.F.P. Juan A. Benitez

David Katz, M.A., M.B.A. Kathy M. McCarthy, J.D.