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Nonprofiteer
← SCHOOL-BASED HEALTH ALLIANCE

Form 990 for tax year 2023

Filed by SCHOOL-BASED HEALTH ALLIANCE.

Totals

Total revenue
$35,843,069
Total expenses
$15,770,501
Contributions and grants received
$34,065,524
Grants paid
$9,218,266
Program service revenue
$685,919
Investment income
$1,091,626
Other revenue
$0
Total assets, end of year
$23,113,051
Total liabilities, end of year
$1,999,441
Net assets or fund balances, end of year
$21,113,610
Program services expenses (Part IX)
$13,471,611
Management and general expenses
$2,217,376
Fundraising expenses
$81,514
Program service expenses (Part III)
$13,471,611

Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $10,652,503

  • 1f · All other contributions, gifts and grants

    $23,413,021

  • 2a · Program service revenue: ANNUAL CONFERENCE

    total $402,659 · related or exempt $402,659

  • 2b · Program service revenue: CONTRACT SERVICES

    total $283,260 · related or exempt $283,260

  • 3 · Investment income

    total $397,243 · excluded $397,243

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $7,072,255

  • 7b · Less cost or other basis and sales expenses

    securities $6,377,872

  • 7c · Gain or loss

    securities $694,383

  • 7d · Net gain or loss

    total $694,383 · excluded $694,383

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,218,266 · program services $9,218,266

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $502,769 · program services $372,054 · management and general $130,715

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,648,979 · program services $1,534,128 · management and general $1,044,101 · fundraising $70,750

  • 8 · Pension plan contributions

    total $185,357 · program services $126,314 · management and general $56,950 · fundraising $2,093

  • 9 · Other employee benefits

    total $317,581 · program services $207,796 · management and general $106,198 · fundraising $3,587

  • 10 · Payroll taxes

    total $235,432 · program services $137,346 · management and general $93,002 · fundraising $5,084

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $23,500 · management and general $23,500

  • 11d · Fees: lobbying

    total $235,006 · program services $235,006

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,448,681 · program services $1,099,883 · management and general $348,798

  • 12 · Advertising and promotion

    total $1,149 · management and general $1,149

  • 13 · Office expenses

    total $141,912 · program services $55,535 · management and general $86,377

  • 14 · Information technology

    total $111,415 · management and general $111,415

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $8,759 · management and general $8,759

  • 17 · Travel

    total $279,460 · program services $136,093 · management and general $143,367

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $359,321 · program services $340,223 · management and general $19,098

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $11,105 · management and general $11,105

  • 24a · Other expenses: LICENSE/SUBSCRIPTION FEES

    total $30,272 · management and general $30,272

  • 24b · Other expenses: Bank and credit card fees

    total $11,537 · program services $8,967 · management and general $2,570

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,955,291 · end of year $3,156,950

  • 2 · Savings and temporary cash investments

    beginning of year $395,280 · end of year $9,160

  • 3 · Pledges and grants receivable

    beginning of year $421,742 · end of year $9,689,562

  • 4 · Accounts receivable

    beginning of year $32,047 · end of year $57,469

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,983 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $771,134 · end of year $10,199,910

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $340,457 · end of year $1,225,022

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $73,497 · end of year $49,497

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,553,921 · end of year $724,922

  • 27 · Net assets without donor restrictions

    beginning of year $1,144,966 · end of year $6,916,692

  • 28 · Net assets with donor restrictions

    beginning of year $473,636 · end of year $14,196,918

Mission and programs · 2023

Mission

THE SCHOOL-BASED HEALTH ALLIANCE WORKS TO SUPPORT AND GROW SBHCS BY ESTABLISHING AND ADVOCATING FOR NATIONAL POLICY PRIORITIES; BY PROMOTING HIGH QUALITY CLINICAL PRACTICES AND STANDARDS, INCLUDING TELEHEALTH; THROUGH DATA COLLECTION, REPORTING, EVALUATION AND RESEARCH, AND BY PROVIDING TRAINING, TECHNICAL ASSISTANCE, AND CONSULTATION.

Activities or mission (Part I)

TO IMPROVE THE STATUS OF YOUTH BY ADVANCING AND ADVOCATING FOR SCHOOL-BASED HEALTH CARE.

  • THE SCHOOL-BASED HEALTH ALLIANCE IS A HIGHLY RESPECTED PROVIDER OF EXTENSIVE TECHNICAL ASSISTANCE, TRAINING, AND CONSULTATION TO THE SCHOOL-BASED HEALTH CARE FIELD. STAFF HAS MORE THAN 100 YEARS OF COMBINED EXPERIENCE IN DESIGNING, OPERATING, AND EVALUATING SCHOOL-BASED HEALTH CENTER (SBHC) PROGRAMS. OUR TEAM IS COMMITTED TO WORKING TOWARDS FOUR GOALS FOR THE FIELD: 1. INCREASED REVENUE 2. NEW SCHOOL SERVICES 3. STRONGER PARTNERSHIPS 4. EXPANDED SERVICES

    Expenses $11,067,091 · Grants $8,649,098 · Revenue $283,260

  • TO PROVIDE TRAINING, TECHNICAL ASSISTANCE, AND CONSULTATION TO THE SCHOOL-BASED HEALTH CARE FIELD.

    Expenses $1,732,247 · Grants $569,168

  • TO PROVIDE ONLINE AND IN-PERSON LEARNING AND NETWORKING OPPORTUNITIES FOR PROFESSIONALS AND YOUTH INTERESTED IN THE SCHOOL-BASED HEALTH CARE FIELD AND MOVEMENT.

    Expenses $437,207 · Revenue $402,659

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Boyd

    PRESIDENT

    Total calculated
    $221,377
    From this org
    $193,874
    From related orgs
    $0
    Other
    $27,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,874
    Bonus
    $0
    Other
    $0
    Deferred
    $12,239
    Nontaxable benefits
    $15,264
    Filer's total
    $221,377

  • Laura Brey

    Chief Operating & Strategy Off

    Total calculated
    $176,621
    From this org
    $149,316
    From related orgs
    $0
    Other
    $27,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,316
    Bonus
    $0
    Other
    $0
    Deferred
    $11,945
    Nontaxable benefits
    $15,360
    Filer's total
    $176,621

  • Deirdre Parker

    CHIEF ADMIN. & FINANCE OFFICER

    Total calculated
    $176,338
    From this org
    $149,315
    From related orgs
    $0
    Other
    $27,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,315
    Bonus
    $0
    Other
    $0
    Deferred
    $11,945
    Nontaxable benefits
    $15,078
    Filer's total
    $176,338

  • Andrea Shore

    Chief Program Officer

    Total calculated
    $151,593
    From this org
    $134,895
    From related orgs
    $0
    Other
    $16,698
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,895
    Bonus
    $0
    Other
    $0
    Deferred
    $10,792
    Nontaxable benefits
    $5,906
    Filer's total
    $151,593

  • Paula Fields

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $143,221
    From this org
    $118,791
    From related orgs
    $0
    Other
    $24,430
    Hours/week
    40

  • Tammis Alexander

    SENIOR VICE PRESIDENT

    Total calculated
    $140,208
    From this org
    $114,544
    From related orgs
    $0
    Other
    $25,664
    Hours/week
    40

  • Jacquelyn Shea Christensen

    SENIOR VICE PRESIDENT

    Total calculated
    $126,899
    From this org
    $112,474
    From related orgs
    $0
    Other
    $14,425
    Hours/week
    40

  • Nancy Rodriquez

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Mark Masselli

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2

  • Beth Mattey

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Kayla Jackson

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Richard Antonelli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gillian Barclay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Amanda Fitzgerald

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rachel Gonzales-Hanson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sharon Hoover

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John Kennedy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kathleen Minke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jose Munoz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rebecca Oliver

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cecilia Oregon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alexandra Quinn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Justin Wang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202532279349302168

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