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Nonprofiteer
← ALIADOS HEALTH

Form 990 for tax year 2023

Filed by ALIADOS HEALTH.

Totals

Total revenue
$9,680,139
Total expenses
$9,152,533
Contributions and grants received
$7,056,541
Grants paid
$0
Program service revenue
$2,601,598
Investment income
$22,000
Other revenue
$0
Total assets, end of year
$6,343,154
Total liabilities, end of year
$2,487,679
Net assets or fund balances, end of year
$3,855,475
Program services expenses (Part IX)
$7,337,426
Management and general expenses
$1,815,107
Fundraising expenses
$0
Program service expenses (Part III)
$7,337,426

Program services were 80.2% 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.

  • 1b · Membership dues

    $164,648

  • 1e · Government grants (contributions)

    $3,548,135

  • 1f · All other contributions, gifts and grants

    $3,343,758

  • 2a · Program service revenue: MANAGED CARE

    total $1,227,132 · related or exempt $1,227,132

  • 2b · Program service revenue: SERVICE FEES

    total $785,437 · related or exempt $785,437

  • 2c · Program service revenue: SERVICE/SUPPORT/MAINTE

    total $589,029 · related or exempt $589,029

  • 3 · Investment income

    total $22,000 · excluded $22,000

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $626,955 · management and general $626,955

  • 7 · Other salaries and wages

    total $3,074,738 · program services $2,597,897 · management and general $476,841

  • 8 · Pension plan contributions

    total $106,296 · program services $106,296

  • 9 · Other employee benefits

    total $525,595 · program services $497,171 · management and general $28,424

  • 10 · Payroll taxes

    total $189,021 · program services $173,659 · management and general $15,362

  • 11b · Fees: legal

    total $15,366 · management and general $15,366

  • 11c · Fees: accounting

    total $33,622 · management and general $33,622

  • 11g · Fees: other

    total $597,442 · program services $438,070 · management and general $159,372

  • 13 · Office expenses

    total $235,837 · program services $155,972 · management and general $79,865

  • 14 · Information technology

    total $1,012,291 · program services $954,871 · management and general $57,420

  • 16 · Occupancy

    total $207,532 · program services $10,000 · management and general $197,532

  • 19 · Conferences, conventions and meetings

    total $132,999 · program services $68,538 · management and general $64,461

  • 22 · Depreciation, depletion and amortization

    total $1,174 · program services $916 · management and general $258

  • 23 · Insurance

    total $64,148 · program services $29,508 · management and general $34,640

  • 24a · Other expenses: MEMBER CENTER SERVICES

    total $2,290,457 · program services $2,290,457

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $39,060 · program services $14,071 · management and general $24,989

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,167,503 · end of year $1,463,016

  • 2 · Savings and temporary cash investments

    beginning of year $1,735,960 · end of year $1,794,967

  • 3 · Pledges and grants receivable

    beginning of year $1,846,782 · end of year $1,880,299

  • 4 · Accounts receivable

    beginning of year $67,890 · end of year $106,823

  • 9 · Prepaid expenses and deferred charges

    beginning of year $64,459 · end of year $57,503

  • 10a · Land, buildings and equipment: cost or other basis

    $161,730

  • 10b · Land, buildings and equipment: accumulated depreciation

    $139,420

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $22,310

  • 15 · Other assets

    beginning of year $274,717 · end of year $1,018,236

  • 17 · Accounts payable and accrued expenses

    beginning of year $664,159 · end of year $1,319,204

  • 19 · Deferred revenue

    beginning of year $1,133,259 · end of year $475,613

  • 25 · Other liabilities

    beginning of year $76,022 · end of year $692,862

  • 27 · Net assets without donor restrictions

    beginning of year $3,283,871 · end of year $3,855,475

Mission and programs · 2023

Mission

SEE SCHEDULE O.ALIADOS HEALTH STRENGTHENS THE CAPACITY OF MEMBER HEALTH CENTERS TO PROVIDE COMPREHENSIVE, INTEGRATED CARE THAT IMPROVES HEALTH AND HEALTH EQUITY IN THEIR COMMUNITIES. THROUGH LEADERSHIP IN ADVOCACY, INFORMATICS, OUTREACH, ENROLLMENT AND POPULATION HEALTH, OUR WORK ENSURES THAT MEMBERS HAVE THE SUPPORT AND RESOURCES THEY NEED TO OFFER CONSISTENTLY HIGH-QUALITY CLINICAL CARE AND EFFECTIVE CARE COORDINATION.

  • ALIADOS HEALTH SUPPORTS MEMBER HEALTH CENTERS IN MEETING THE MISSION OF IMPROVING THE SAFETY-NET HEALTHCARE SYSTEM THROUGH A VARIETY OF PROGRAM EFFORTS. AH'S SERVICES INCLUDE HOSTING PEER LEARNING COLLABORATIVES AND OFFERING TRAINING AND TECHNICAL ASSISTANCE TO DEVELOP AND IMPROVE WORKFLOWS, IMPLEMENT BEST CLINICAL PRACTICES, OPTIMIZE ELECTRONIC HEALTH RECORD USE, IMPROVE DATA COLLECTION AND DATA ANALYTICS, AND PERFORM OTHER QUALITY IMPROVEMENT WORK. IN ADDITION, AH OUTREACHES DIRECTLY TO COMMUNITY MEMBERS AND PATIENTS TO EDUCATE THEM ABOUT AND ENROLL THEM IN HEALTH INSURANCE AND PUBLIC BENEFITS AS WELL AS CONNECTING THEM TO SOCIAL SERVICES. AH ALSO CONVENES STAKEHOLDERS AND PARTNERS TO WORK ON STRATEGIC PLANNING AND REGIONAL HEALTH SYSTEM IMPROVEMENT EFFORTS.

    Expenses $7,337,426 · Revenue $2,601,598

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

Listed in Part VII

  • Mark Shotwell

    VICE-CHAIR (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • Gabriela Bernal Leroi

    BOARD VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Christina Noguera

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Donna Waldman

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cheryl Johnson

    BOARD CHAIR (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jane Garcia

    BOARD SECRETARY (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kathie Powell

    BOARD TREASURER (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jason Cunningham

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Sue Labbe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Alicia Hardy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Debbie Howell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Melissa Marshall

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Vliet

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alvaro Fuentes

    CEO (THRU 12/2023)

    Total calculated
    $291,045
    From this org
    $277,735
    From related orgs
    $0
    Other
    $13,310
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $234,417
    Bonus
    $10,000
    Other
    $33,318
    Deferred
    $11,728
    Nontaxable benefits
    $1,582
    Filer's total
    $291,045

  • Danielle Oryn

    CHIEF MEDICAL OFFICER/CHIEF MEDICAL INFORMATION OF

    Total calculated
    $119,126
    From this org
    $109,815
    From related orgs
    $0
    Other
    $9,311
    Hours/week
    40

  • Tracy Mendez

    CEO

    Total calculated
    $190,015
    From this org
    $170,129
    From related orgs
    $0
    Other
    $19,886
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $170,129
    Bonus
    $0
    Other
    $0
    Deferred
    $8,506
    Nontaxable benefits
    $11,380
    Filer's total
    $190,015

  • Michelle Russell

    SENIOR DIRECTOR OF FINANCE

    Total calculated
    $148,438
    From this org
    $129,069
    From related orgs
    $0
    Other
    $19,369
    Hours/week
    40

  • Laura Arnold

    SR DIR. OF HR AND COMPLIANCE

    Total calculated
    $151,815
    From this org
    $129,697
    From related orgs
    $0
    Other
    $22,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,697
    Bonus
    $0
    Other
    $0
    Deferred
    $6,485
    Nontaxable benefits
    $15,633
    Filer's total
    $151,815

  • Michelle Rosaschi

    SENIOR DIRECTOR OF PROGRAMS

    Total calculated
    $141,878
    From this org
    $127,794
    From related orgs
    $0
    Other
    $14,084
    Hours/week
    40

  • Maxime Perrey

    SR. DIR. OF POLICY AND EXTERNAL AFF.

    Total calculated
    $125,842
    From this org
    $113,142
    From related orgs
    $0
    Other
    $12,700
    Hours/week
    40

  • Colleen Petersen

    DEPARTMENT DIR. HEALTH INFORMATICS

    Total calculated
    $132,868
    From this org
    $106,858
    From related orgs
    $0
    Other
    $26,010
    Hours/week
    40

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 · Written employment contract

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ALIADOS HEALTH NETWORK

    501(C)(3) · SUPPORT ALIADOS HEALTH · CA · controlled entity

    Directly controlled by ALIADOS HEALTH

Provenance

Return type
form_990
Tax year
2023
Filed
28 March 2025
IRS schema version
2023v6.0
Source object
202510879349300046

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