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← ALAMEDA HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2022

Filed by ALAMEDA HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$9,553,134
Total expenses
$5,860,924
Contributions and grants received
$6,000,124
Grants paid
$1,309,274
Program service revenue
$3,784,138
Investment income
$112,346
Other revenue
-$343,474
Total assets, end of year
$15,258,180
Total liabilities, end of year
$793,109
Net assets or fund balances, end of year
$14,465,071
Program services expenses (Part IX)
$2,440,119
Management and general expenses
$2,822,467
Fundraising expenses
$598,338
Program service expenses (Part III)
$2,440,119

Program services were 41.6% 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.

  • 1c · Fundraising events

    $390,261

  • 1e · Government grants (contributions)

    $209,292

  • 1f · All other contributions, gifts and grants

    $5,400,571

  • 1g · Noncash contributions included above

    $265,043

  • 2a · Program service revenue: AHS CONTRACT REVENUE

    total $3,784,138 · related or exempt $3,784,138

  • 3 · Investment income

    total $167,321 · excluded $167,321

  • 7a · Gross sales of assets other than inventory

    securities $3,466,597

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

    securities $3,521,572

  • 7c · Gain or loss

    securities -$54,975

  • 7d · Net gain or loss

    total -$54,975 · excluded -$54,975

  • 8a · Fundraising events: gross income

    $52,464

  • 8a · Fundraising events: contributions included on line 1c

    $390,261

  • 8b · Fundraising events: direct expenses

    $395,938

  • 8c · Net income from fundraising events

    total -$343,474 · excluded -$343,474

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,309,274 · program services $1,309,274

  • 5 · Compensation of officers, directors and key employees

    total $654,643 · management and general $445,143 · fundraising $209,500

  • 7 · Other salaries and wages

    total $1,308,817 · management and general $986,029 · fundraising $322,788

  • 8 · Pension plan contributions

    total $21,298 · management and general $17,471 · fundraising $3,827

  • 9 · Other employee benefits

    total $78,326 · management and general $52,736 · fundraising $25,590

  • 10 · Payroll taxes

    total $134,550 · management and general $97,917 · fundraising $36,633

  • 11b · Fees: legal

    total $44,739 · management and general $44,739

  • 11c · Fees: accounting

    total $62,583 · management and general $62,583

  • 11f · Fees: investment management

    total $31,804 · management and general $31,804

  • 11g · Fees: other

    total $1,017,158 · program services $686,130 · management and general $331,028

  • 12 · Advertising and promotion

    total $135,000 · management and general $135,000

  • 13 · Office expenses

    total $266,318 · program services $185,266 · management and general $81,052

  • 14 · Information technology

    total $62,774 · management and general $62,774

  • 16 · Occupancy

    total $233,801 · management and general $233,801

  • 17 · Travel

    total $76,634 · program services $42,947 · management and general $33,687

  • 19 · Conferences, conventions and meetings

    total $194,160 · program services $54,872 · management and general $139,288

  • 22 · Depreciation, depletion and amortization

    total $31,768 · management and general $31,768

  • 23 · Insurance

    total $26,082 · management and general $26,082

  • 24a · Other expenses: AWARDS & STIPENDS

    total $106,325 · program services $105,004 · management and general $1,321

  • 24b · Other expenses: MEALS & ENTERTAINMENT

    total $48,000 · program services $48,000

  • 24c · Other expenses: MEMBERSHIP DUES

    total $13,205 · program services $7,200 · management and general $6,005

  • 24e · All other expenses

    total $3,665 · program services $1,426 · management and general $2,239

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,336,405 · end of year $1,128,542

  • 2 · Savings and temporary cash investments

    beginning of year $4,528,334 · end of year $3,437,914

  • 3 · Pledges and grants receivable

    beginning of year $1,626,573 · end of year $3,926,926

  • 8 · Inventories for sale or use

    beginning of year $7,290 · end of year $7,154

  • 9 · Prepaid expenses and deferred charges

    beginning of year $28,661 · end of year $57,087

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

    $115,933

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

    $76,536

  • 10c · Land, buildings and equipment, net

    beginning of year $54,297 · end of year $39,397

  • 11 · Investments: publicly traded securities

    beginning of year $3,565,821 · end of year $5,326,220

  • 14 · Intangible assets

    beginning of year $5,239 · end of year $8,314

  • 15 · Other assets

    beginning of year $621,200 · end of year $1,326,626

  • 17 · Accounts payable and accrued expenses

    beginning of year $203,713 · end of year $409,291

  • 19 · Deferred revenue

    beginning of year $0 · end of year $1,200

  • 24 · Unsecured notes and loans payable

    beginning of year $209,292 · end of year $0

  • 25 · Other liabilities

    beginning of year $693,985 · end of year $382,618

  • 27 · Net assets without donor restrictions

    beginning of year $217,211 · end of year $1,294,921

  • 28 · Net assets with donor restrictions

    beginning of year $10,449,619 · end of year $13,170,150

Mission and programs · 2022

Mission

ALAMEDA HEALTH SYSTEM FOUNDATION'S MISSION IS TO ADVANCE HEALTH EQUITY IN THE COMMUNITIES SERVED BY ALAMEDA HEALTH SYSTEM (AHS).

Activities or mission (Part I)

TO ADVANCE HEALTH EQUITY IN ALAMEDA CO. BY RAISING FUNDS & SUPPORT FOR ALAMEDA HEALTH SYSTEM.

  • ACCESS TO QUALITY CARE: ALAMEDA HEALTH SYSTEM FOUNDATION (AHSF) RECEIVES TEMPORARILY RESTRICTED DONATIONS AND GRANTS FOR PRIORITY PROGRAMS AND EQUIPMENT/CAPITAL NEEDS OF AHS. THESE INCLUDE SINGLE- AND MULTI-YEAR GRANTS/PLEDGES FROM FUNDERS/INDIVIDUALS. AHS SERVES MORE THAN 150,000 PATIENTS/YEAR. MOST ARE LOW-INCOME AND ARE COVERED BY MEDI-CAL OR ARE UNINSURED. OVERALL AHS'S PATIENTS TEND TO BE SICKER AND HAVE LOWER LIFE EXPECTANCY THAN THE GENERAL POPULATION. AHSF RAISES FUNDS TO INVEST IN ESSENTIAL MODERN EQUIPMENT AND FACILITY UPGRADES, AND TO SUPPORT NEEDED PROGRAM ENHANCEMENTS/EXPANSION. THE TOP FUNDING PRIORITY IN THE REPORT PERIOD WAS IMPROVING ACCESS TO QUALITY CARE TO ADDRESS THE HEALTH DISPARITIES AND INEQUITIES EXPERIENCED BY AHS'S PATIENTS. PROGRAMS FUNDED INCLUDED THOSE THAT SUPPORT PREVENTION, SCREENING, TREATMENT, AND MANAGEMENT OF PATIENTS WHO HAD COMPLEX, CHRONIC CONDITIONS; PALLIATIVE CARE; PERINATAL CARE; AND EARLY CHILDHOOD DEVELOPMENT.

    Expenses $927,062 · Grants $707,240 · Revenue $1,559,493

  • HEALTH EQUITY: AHSF RAISES FUNDS TO ADDRESS A RANGE OF NEEDS BEYOND THOSE RELATED TO DIRECT MEDICAL CARE TO ACHIEVE HEALTH EQUITY FOR AHS'S PATIENTS. MANY OF AHS'S PATIENTS HAVE BASIC FINANCIAL NEEDS THAT POSE BARRIERS TO SEEKING NEEDED HEALTH CARE SERVICES AND GOOD HEALTH. THESE NEEDS INCLUDE ACCESS TO GOOD NUTRITION/HEALTHY FOOD, TRANSPORTATION TO/FROM MEDICAL AND OTHER APPOINTMENTS, SAFE AND AFFORDABLE HOUSING, ETC. FUNDS WERE ALSO RAISED TO SUPPORT AHS'S PATIENTS, INCLUDING THOSE EXPERIENCING CANCER, IN NAVIGATING THE COMPLEX ARRAY OF SOCIAL SERVICES THAT ARE NEEDED TO ENABLE THEM TO OVERCOME INEQUITIES AND HAVE IMPROVED HEALTH OUTCOMES.

    Expenses $812,830 · Grants $121,923 · Revenue $1,195,105

  • WORKFORCE DEVELOPMENT: THE THIRD LARGEST FUNDING PRIORITY DURING THE REPORT PERIOD WAS FOR AHS'S CAREER AND WORKFORCE DEVELOPMENT INITIATIVE, HEALTHPATH, WHICH PROVIDES WORK-BASED LEARNING EXPERIENCES AND SKILLS BUILDING FOR YOUTH AND YOUNG ADULTS FROM UNDER-RESOURCED COMMUNITIES SERVED BY AHS. HEALTHPATH PREPARES YOUTH AND YOUNG ADULTS FOR CAREERS IN THE BROAD ARRAY OF IN-DEMAND HEALTH-RELATED JOBS; SUPPORTS THEM IN ACHIEVING ACADEMIC AND CAREER SUCCESS; AND CONNECTS THEM WITH JOB OPPORTUNITIES WITHIN AHS AND OTHER HEALTH CARE ORGANIZATIONS, THUS CONTRIBUTING TO IMPROVING THE ECONOMIC HEALTH OF THE COMMUNITIES AHS SERVES. FUNDING ALSO SUPPORTED DEVELOPMENT OF THE COMMUNITY HEALTH WORKER (CHW) WORKFORCE.

    Expenses $700,227 · Grants $480,111 · Revenue $1,029,540

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Gomez

    CO-CHAIR THRU 1/2023 / DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mini Swift MD

    CO-CHAIR THRU 1/2023 / DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melanie Shelby

    VICE CHAIR THRU 1/2023 / CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Eugene McGrane

    SECRETARY THRU 1/2023 / VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gaspar David Stinfil

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • James Et Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donna Linton

    DIRECTOR THRU 1/2023

    Total calculated
    $0
    Hours/week
    1

  • Remy Mendelsohn JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brenda Payne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Teresa Deloach Reed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary M Rudser JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter Slabaugh MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Preston Walton

    PRESIDENT

    Total calculated
    $267,315
    From this org
    $238,454
    From related orgs
    $0
    Other
    $28,861
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,454
    Bonus
    $0
    Other
    $0
    Deferred
    $14,688
    Nontaxable benefits
    $14,173
    Filer's total
    $267,315

  • Charlene Lobo Soriano

    CHIEF OF STAFF / SECR START 1/2023

    Total calculated
    $177,829
    From this org
    $166,194
    From related orgs
    $0
    Other
    $11,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,194
    Bonus
    $0
    Other
    $0
    Deferred
    $10,144
    Nontaxable benefits
    $1,491
    Filer's total
    $177,829

  • Michaela Hayes

    VP OF PARTNERSHIPS AND ENGAGEMENT

    Total calculated
    $209,500
    From this org
    $197,500
    From related orgs
    $0
    Other
    $12,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,500
    Bonus
    $0
    Other
    $0
    Deferred
    $12,000
    Nontaxable benefits
    $0
    Filer's total
    $209,500

  • Susan Thiemann

    DIRECTOR, FINANCE AND OPERATIONS

    Total calculated
    $165,391
    From this org
    $148,750
    From related orgs
    $0
    Other
    $16,641
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,750
    Bonus
    $0
    Other
    $0
    Deferred
    $8,035
    Nontaxable benefits
    $8,606
    Filer's total
    $165,391

  • Aimee Holland

    DIRECTOR OF DEVELOPMENT OPERATIONS

    Total calculated
    $152,380
    From this org
    $138,827
    From related orgs
    $0
    Other
    $13,553
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,827
    Bonus
    $0
    Other
    $0
    Deferred
    $2,434
    Nontaxable benefits
    $11,119
    Filer's total
    $152,380

  • Michael Murdock

    DIRECTOR, ANNUAL GIVING AND EVENTS

    Total calculated
    $127,661
    From this org
    $112,700
    From related orgs
    $0
    Other
    $14,961
    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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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

  • ALAMEDA HEALTH SYSTEM

    $1,309,274

    REIMBURSEMENT FOR CHARITABLE PROGRAMS OPERATED BY AHS

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202421369349309982

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