THE HEALTH TRUST

EIN: 946050231 501(c)(3) Health Care

SAN JOSE, CA

Total Revenue
$16,515,068
Total Expenses
$9,960,673
Total Assets
$136,803,917
Net Assets
$134,167,103
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
CA
Principal Officer
ANTHONY ITON
Phone
4085138700
Tax Period
2024-07-01 to 2025-06-30

THE HEALTH TRUST, founded in 1996, is a mid-sized nonprofit in the Health Care sector that reported $16.5M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6.6M, a strong 40% operating margin.

Mission

TO BUILD HEALTH EQUITY IN SILICON VALLEY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,174,767
Program Service Revenue $1,147,733
Investment Income $12,739,338
Other Revenue $453,230
TOTAL REVENUE $16,515,068

Expense Breakdown

Grants Paid $3,690,384
Salaries & Benefits $2,162,118
Fundraising Expenses $430,806
Program Expenses $6,955,348
Other Expenses $4,084,921
TOTAL EXPENSES $9,960,673

Year-over-Year Comparison

2024 2023 Change
Revenue $16,515,068 $21,536,455 -0.2%
Expenses $9,960,673 $22,715,007 -0.6%
Net Income $6,554,395 $-1,178,552 -6.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
8
Employees
103
Volunteers
13

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$368,794
Total Directors
13
$0
Key Employees
1
$181,365
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA YARBROUGH-GAUTHIER CHAIR 2.00
Officer Director
$0 $0 $0
DAVID O'REILLY VICE CHAIR 2.00
Officer Director
$0 $0 $0
MICHELE LEW SECRETARY (THRU 06/25) 2.00
Director
$0 $0 $0
BRAD BARON BOARD MEMBER 2.00
Director
$0 $0 $0
WEI-TING CHEN BOARD MEMBER 2.00
Director
$0 $0 $0
BEN DUBIN BOARD MEMBER 2.00
Director
$0 $0 $0
NEYSA FLIGOR BOARD MEMBER (THRU 10/24) 2.00
Director
$0 $0 $0
GREG HENDERSON BOARD MEMBER (THRU 06/25) 2.00
Director
$0 $0 $0
RHONDA MCCLINTON-BROWN BOARD MEMBER 2.00
Director
$0 $0 $0
RAJAN NARANG BOARD MEMBER 2.00
Director
$0 $0 $0
EDWARD REGINELLI BOARD MEMBER (THRU 06/25) 2.00
Director
$0 $0 $0
EFREN ROSAS MD BOARD MEMBER (THRU 06/25) 2.00
Director
$0 $0 $0
CRAIG STEPHENS PHD BOARD MEMBER 2.00
Director
$0 $0 $0
AMY CHAN CAO THRU 0624 INTERIM CFO (START 07/24) 40.00
Officer
$297,374 $71,420 $368,794
MARIA GARCIA VP OF PROGRAMS & STRATEGY 40.00
Key Emp
$163,459 $17,906 $181,365
SHUANTA MCGEE VP OF PROGRAMS (THRU 06/24) 40.00
Highest
$140,669 $8,169 $148,838
ELISA KOFF-GINSBORG DIRECTOR OF MENTAL HEALTH 40.00
Highest
$174,042 $12,755 $186,797
MATTHEW VANDERWERF DIRECTOR OF HUMAN RESOURCES 40.00
Highest
$156,172 $25,213 $181,385
NGOC HO DIRECTOR OF BUSINESS OPERATIONS 40.00
Highest
$136,430 $9,240 $145,670
YUKIKO HATANAKA CLINICAL SUPERVISOR (THRU 6/24) 40.00
Highest
$123,313 $1,988 $125,301
MICHELE LEW CEO (THRU 06/24) 40.00
$267,532 $15,769 $283,301
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $16,515,068 $9,960,673 $136,803,917 $6,554,395
2024 $21,536,455 $22,715,007 $129,922,263 $-1,178,552
2023 $20,287,539 $18,894,126 $124,963,416 $1,393,413
2022 $27,941,301 $18,977,103 $121,710,824 $8,964,198
2021 $21,227,060 $20,568,144 $138,810,819 $658,916
2020 $25,557,598 $23,429,512 $113,798,767 $2,128,086
2019 $21,558,760 $19,513,410 $115,713,214 $2,045,350
2018 $21,337,330 $20,769,559 $116,504,049 $567,771
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