The Health Trust
The Health Trust reported $16.5 million in revenue and $10.0 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $69.83 went to program services, $25.85 to management and general costs and $4.32 to fundraising. Its largest source of revenue was investment income: 77.1% of the total. Government grants made up 7.8%. The highest compensation it reported for one person was $368,794 (INTERIM CFO (START 07/24)). 10 people received more than $100,000 in reportable compensation. Revenue fell 35% between FY2020 and FY2025. Source: Form 990, FY2025.
Where $100 of spending went
The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $10.0MFor context, the median across 5,634 covered health care charities: $86.19 programs, $13.81 management, $0.00 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $17MThe 990 scorecard · same measures for every charity, no grades
| Measure | FY2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 69.8% | 85.6% |
| Management & general Part IX 25(C) ÷ 25(A) | 25.8% | 13.7% |
| Fundraising Part IX 25(D) ÷ 25(A) | 4.3% | 0.0% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.20 | $0.00 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 13.2% | 1.3% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 7.8% | 0.1% |
| Program service revenue share Part VIII 2g ÷ 12 | 6.9% | 93.7% |
| Highest reported compensation Part VII-A, columns D–F | $368,794 | $975,831 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 3.70% | 1.34% |
| People paid over $100,000 Part VII, line 2 | 10 | 27 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 161.6 | 6.6 |
| Independent voting board members Part VI 1a–1b | 8 of 8 | 88.9% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
FY2025 · Form 990, Part III · the three largest programs by expenseGrant 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…
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…
Highest reported compensation
FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| INTERIM CFO (START 07/24) Officer, 40.00 hrs/week | $297,374 | $0 | $71,420 | $368,794 |
| CEO (THRU 06/24) Former, 40.00 hrs/week | $267,532 | $0 | $15,769 | $283,301 |
| DIRECTOR OF MENTAL HEALTH Highest compensated employee, 40.00 hrs/week | $174,042 | $0 | $12,755 | $186,797 |
| DIRECTOR OF HUMAN RESOURCES Highest compensated employee, 40.00 hrs/week | $156,172 | $0 | $25,213 | $181,385 |
| VP OF PROGRAMS & STRATEGY Key employee, 40.00 hrs/week | $163,459 | $0 | $17,906 | $181,365 |
| VP OF PROGRAMS (THRU 06/24) Highest compensated employee, 40.00 hrs/week | $140,669 | $0 | $8,169 | $148,838 |
| DIRECTOR OF BUSINESS OPERATIONS Highest compensated employee, 40.00 hrs/week | $136,430 | $0 | $9,240 | $145,670 |
| CLINICAL SUPERVISOR (THRU 6/24) Highest compensated employee, 40.00 hrs/week | $123,313 | $0 | $1,988 | $125,301 |
10 people received more than $100,000 in reportable compensation from The Health Trust (Part VII, line 2). Compensation of current officers, directors and key employees totaled $697K (Part IX, line 5).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b8 · 8 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4Yes
- Over $15,000 of professional fundraising services Part IV 18Yes
- Over $10,000 of activity outside the U.S. Part IV 14bYes
- Employees Part I, line 5103
- Volunteers Part I, line 613
Largest outside contractors
FY2025 · Form 990, Part VII, Section B · businesses only| LOAVES & FISHES FAMILY KITCHEN Food & nutrition services | $782,627 |
| 10TH AVENUE CONSULTING LLC Salesforce consulting | $401,926 |
| PARADOX TECHNOLOGY It support | $204,065 |
Individuals listed as contractors are left out. 3 contractors were paid more than $100,000 in all.
Private foundation grants it received
13 private foundations reported grants to The Health Trust totaling $208K on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.
Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.
Correct a figure or respond
Every number above is copied from The Health Trust's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for The Health Trust, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 The Health Trust spent in FY2025, $69.83 went to programs. The full breakdown, from its IRS Form 990:
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Similar-sized charities in this cause
- Somc Medical Group PcEdison, NJ · revenue $16M · programs 94.3% · 2024
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- Dubois Continuum of CARE CommunityDubois, PA · revenue $16M · programs 88.7% · 2024
- Stony Brook Dermatology Associates University Faculty Practice CorporationStony Brook, NY · revenue $17M · programs 90.1% · FY2025
- Belington Community Medical Services AssociationBelington, WV · revenue $16M · programs 89.2% · FY2025
Questions people ask
How much of The Health Trust's spending goes to programs?
In the fiscal year ending June 30, 2025, The Health Trust reported that 69.8% of its $10.0 million in expenses went to program services, 25.8% to management and general and 4.3% to fundraising (Form 990, Part IX).
How much does The Health Trust pay its top executive?
The largest total compensation The Health Trust reported for one person in the fiscal year ending June 30, 2025 was $368,794, for the role of INTERIM CFO (START 07/24) (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does The Health Trust get its money?
Of $16.5 million in revenue in the fiscal year ending June 30, 2025, 13.2% came from contributions and grants (including 7.8% from government grants) and 6.9% from program service revenue (Form 990, Part VIII).
Is The Health Trust a registered charity?
The IRS lists EIN 94-6050231 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202620139349301737 · read the filing · XML
- FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202510439349301796 · read the filing
- FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202400799349300300 · read the filing
- FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202300829349300300 · read the filing
- FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202230739349301418 · read the filing
- FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202110509349300531 · read the filing
All filings for EIN 94-6050231: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.