The Health Trust

California
Registered In
04/29/1960
Incorp. Date

Company Summary

The Health Trust at 3180 Newberry Dr STE 200, San Jose, Ca 95118 lists Michele Lew and Amy Chan of San Jose, CA as associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Nonprofit Corporation - Ca - Public Benefit
Status
Active
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Amy Chan Individual Agent
3180 NEWBERRY DR STE 200, SAN JOSE, CA 95118
Michele Lew CEO
3180 NEWBERRY DR STE 200, SAN JOSE, CA 95118
Amy Chan Chief Financial Officer
3180 NEWBERRY DR STE 200, SAN JOSE, CA 95118
Robert Robledo Secretary
3180 NEWBERRY DR STE 200, SAN JOSE, CA 95118
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3180 NEWBERRY DR STE 200, SAN JOSE, CA 95118 (Mailing) View Map

Financial Information for The Health Trust

Form 5500

THE HEALTH TRUST

3180 Newberry Drive, Suite 200, San Jose, Ca 95118 (408) 513-8714 EIN:94-6050231 Plan Admin:Amy Chan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTHE HEALTH TRUST SAVINGS PLAN Plan #009 Participants BOY/EOY185 / 194 Assets BOY/EOY$10,436,318 / $8,219,516 2022 THE HEALTH TRUST SAVINGS PLAN - Plan #009 185 / 194 $10,436,318 / $8,219,516
2021 Plan NameTHE HEALTH TRUST SAVINGS PLAN Plan #009 Participants BOY/EOY195 / 185 Assets BOY/EOY$9,221,887 / $10,436,318 2021 THE HEALTH TRUST SAVINGS PLAN - Plan #009 195 / 185 $9,221,887 / $10,436,318
2020 Plan NameTHE HEALTH TRUST SAVINGS PLAN Plan #009 Participants BOY/EOY222 / 195 Assets BOY/EOY$8,419,807 / $9,221,887 2020 THE HEALTH TRUST SAVINGS PLAN - Plan #009 222 / 195 $8,419,807 / $9,221,887
2019 Plan NameTHE HEALTH TRUST SAVINGS PLAN Plan #009 Participants BOY/EOY214 / 220 Assets BOY/EOY$9,279,881 / $8,419,807 2019 THE HEALTH TRUST SAVINGS PLAN - Plan #009 214 / 220 $9,279,881 / $8,419,807
Benefit & Retirement Plans based on Form 5500.
Form 990

THE HEALTH TRUST

3180 Newberry Dr STE 200, San Jose, Ca 95118-1566 EIN:94-6050231 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Fund Raising & Fund Distribution
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps132 Contributions$13,124,751 Revenue$27,941,301 Expenses$18,977,103 Assets EOY$121,710,824 Liabilities$1,506,856 2022 132 $13,124,751 $27,941,301 $18,977,103 $121,710,824 $1,506,856
2021 # of Emps133 Contributions$15,870,649 Revenue$21,227,060 Expenses$20,568,144 Assets EOY$138,810,819 Liabilities$2,308,139 2021 133 $15,870,649 $21,227,060 $20,568,144 $138,810,819 $2,308,139
2020 # of Emps151 Contributions$19,046,873 Revenue$25,557,598 Expenses$23,429,512 Assets EOY$113,798,767 Liabilities$2,959,132 2020 151 $19,046,873 $25,557,598 $23,429,512 $113,798,767 $2,959,132
2019 # of Emps159 Contributions$14,399,695 Revenue$21,558,760 Expenses$19,513,410 Assets EOY$115,713,214 Liabilities$2,820,500 2019 159 $14,399,695 $21,558,760 $19,513,410 $115,713,214 $2,820,500
2018 # of Emps171 Contributions$15,437,035 Revenue$21,337,330 Expenses$20,769,559 Assets EOY$116,504,049 Liabilities$3,382,898 2018 171 $15,437,035 $21,337,330 $20,769,559 $116,504,049 $3,382,898
Tax Returns based on Form 990 & 990N.
PPP Loans

THE HEALTH TRUST

3180 NEWBERRY DR Suite 200, SAN JOSE, CA 95118-1541 Industry:Grantmaking Foundations
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$1,314,500 Forgiven$1,264,998 LenderBank of San Francisco Jobs103 04/06/2020 $1,314,500 $1,264,998 Bank of San Francisco 103
PPP Loans based on Paycheck Protection Program.
Address Match:3180 Newberry Dr Ste 200 San Jose, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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