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Nonprofiteer
← ALAMEDA HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2023

Filed by ALAMEDA HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$12,287,772
Total expenses
$6,804,887
Contributions and grants received
$7,742,737
Grants paid
$711,366
Program service revenue
$4,647,212
Investment income
$227,769
Other revenue
-$329,946
Total assets, end of year
$21,032,132
Total liabilities, end of year
$635,498
Net assets or fund balances, end of year
$20,396,634
Program services expenses (Part IX)
$2,534,621
Management and general expenses
$3,525,362
Fundraising expenses
$744,904
Program service expenses (Part III)
$2,534,621

Program services were 37.2% 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.

  • 1c · Fundraising events

    $520,645

  • 1e · Government grants (contributions)

    $4,160

  • 1f · All other contributions, gifts and grants

    $7,217,932

  • 1g · Noncash contributions included above

    $31,241

  • 2a · Program service revenue: AHS CONTRACT REVENUE

    total $4,647,212 · related or exempt $4,647,212

  • 3 · Investment income

    total $377,695 · excluded $377,695

  • 7a · Gross sales of assets other than inventory

    securities $8,296,050

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

    securities $8,443,648 · other assets $2,328

  • 7c · Gain or loss

    securities -$147,598 · other assets -$2,328

  • 7d · Net gain or loss

    total -$149,926 · excluded -$149,926

  • 8a · Fundraising events: gross income

    $66,361

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

    $520,645

  • 8b · Fundraising events: direct expenses

    $396,307

  • 8c · Net income from fundraising events

    total -$329,946 · excluded -$329,946

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $711,366 · program services $711,366

  • 5 · Compensation of officers, directors and key employees

    total $682,185 · management and general $523,002 · fundraising $159,183

  • 7 · Other salaries and wages

    total $1,561,947 · management and general $1,089,462 · fundraising $472,485

  • 8 · Pension plan contributions

    total $48,653 · management and general $33,599 · fundraising $15,054

  • 9 · Other employee benefits

    total $170,717 · management and general $117,287 · fundraising $53,430

  • 10 · Payroll taxes

    total $157,461 · management and general $112,709 · fundraising $44,752

  • 11b · Fees: legal

    total $21,920 · management and general $21,920

  • 11c · Fees: accounting

    total $48,232 · management and general $48,232

  • 11f · Fees: investment management

    total $21,687 · management and general $21,687

  • 11g · Fees: other

    total $1,744,825 · program services $1,162,029 · management and general $582,796

  • 12 · Advertising and promotion

    total $267,072 · management and general $267,072

  • 13 · Office expenses

    total $421,491 · program services $266,963 · management and general $154,528

  • 14 · Information technology

    total $65,367 · management and general $65,367

  • 16 · Occupancy

    total $224,529 · management and general $224,529

  • 17 · Travel

    total $125,176 · program services $92,296 · management and general $32,880

  • 19 · Conferences, conventions and meetings

    total $237,201 · program services $75,085 · management and general $162,116

  • 22 · Depreciation, depletion and amortization

    total $32,517 · management and general $32,517

  • 23 · Insurance

    total $34,914 · management and general $34,914

  • 24a · Other expenses: AWARDS & STIPENDS

    total $123,497 · program services $123,152 · management and general $345

  • 24b · Other expenses: MEALS & ENTERTAINMENT

    total $95,055 · program services $95,055

  • 24c · Other expenses: MEMBERSHIP FEES

    total $8,675 · program services $8,675

  • 24d · Other expenses: REGISTRATION FEES

    total $400 · management and general $400

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,128,542 · end of year $481,342

  • 2 · Savings and temporary cash investments

    beginning of year $3,437,914 · end of year $7,033,019

  • 3 · Pledges and grants receivable

    beginning of year $3,926,926 · end of year $5,593,119

  • 8 · Inventories for sale or use

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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $57,087 · end of year $124,969

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

    $73,171

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

    $68,620

  • 10c · Land, buildings and equipment, net

    beginning of year $39,397 · end of year $4,551

  • 11 · Investments: publicly traded securities

    beginning of year $5,326,220 · end of year $5,788,026

  • 14 · Intangible assets

    beginning of year $8,314 · end of year $9,056

  • 15 · Other assets

    beginning of year $1,326,626 · end of year $1,990,896

  • 17 · Accounts payable and accrued expenses

    beginning of year $409,291 · end of year $364,894

  • 19 · Deferred revenue

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

  • 25 · Other liabilities

    beginning of year $382,618 · end of year $270,604

  • 27 · Net assets without donor restrictions

    beginning of year $1,294,921 · end of year $2,088,138

  • 28 · Net assets with donor restrictions

    beginning of year $13,170,150 · end of year $18,308,496

Mission and programs · 2023

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.

  • ENSURING HEALTHIER OUTCOMES:IN FY24, THE ALAMEDA HEALTH SYSTEM FOUNDATION (AHSF) DISBURSED FUNDS TO ALAMEDA HEALTH SYSTEM PROGRAMS AND SERVICES TO ADVANCE HEALTHIER OUTCOMES FOR AHS PATIENTS. FUNDS SUPPORTED SALARIES, EQUIPMENT, AND DIRECT PROGRAM SUPPORT. INVESTMENTS INCLUDED PATIENT SUPPORTS SUCH AS CAR SEATS AND TRANSLATION SERVICES, HELPING OVER 2,000 INDIVIDUALS ACCESS CARE WITH DIGNITY.

    Expenses $1,295,696 · Grants $31,750 · Revenue $2,348,036

  • ACCESS TO QUALITY CARE:AHSF PROVIDED FUNDS TO ALAMEDA HEALTH SYSTEM PROGRAMS AND SERVICES TO EXPAND ACCESS TO ESSENTIAL SERVICES, INCLUDING DIRECT SUPPORT FOR IMAGING, EMERGENCY RESPONSE, AND TRAUMA-INFORMED CARE. FUNDS ALSO COVERED EQUIPMENT PURCHASES AND DIRECT PATIENT ASSISTANCE--REMOVING BARRIERS FOR THOUSANDS NEEDING MAMMOGRAMS, PRESCRIPTION COVERAGE, AND TRANSPORTATION TO CRITICAL APPOINTMENTS.

    Expenses $919,074 · Grants $623,547 · Revenue $1,684,517

  • WORKFORCE DEVELOPMENT:AHSF INVESTED FUNDS IN BUILDING THE NEXT GENERATION OF HEALTH WORKERS AT ALAMEDA HEALTH SYSTEM. THIS INCLUDED DIRECT SUPPORT FOR SCHOLARSHIPS, STIPENDS, AND TRAINING EQUIPMENT. FUNDS SUPPORTED HEALTHPATH INTERNSHIPS, NURSING SCHOLARSHIPS, AND PROGRAMS PROVIDING YOUNG PEOPLE, FOSTER ALUMNI, AND REFUGEES WITH PATHWAYS INTO HEALTHCARE CAREERS.

    Expenses $319,851 · Grants $56,069 · Revenue $614,659

As filed on the 2023 return.

Listed in Part VII

  • Melanie M Shelby

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Eugene McGrane

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gaspar David Stinfil

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Todd Brantley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tarrell Gamble

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Gomez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Et Jackson

    DIRECTOR

    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

  • Peter Slabaugh MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mini Swift MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Teresa Deloach Reed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Reed JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Preston Walton

    PRESIDENT

    Total calculated
    $323,787
    From this org
    $294,400
    From related orgs
    $0
    Other
    $29,387
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,400
    Bonus
    $0
    Other
    $0
    Deferred
    $14,750
    Nontaxable benefits
    $14,637
    Filer's total
    $323,787

  • Charlene Lobo Soriano

    CHIEF OF STAFF / BOARD SECRETARY

    Total calculated
    $197,174
    From this org
    $184,511
    From related orgs
    $0
    Other
    $12,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,511
    Bonus
    $0
    Other
    $0
    Deferred
    $10,021
    Nontaxable benefits
    $2,642
    Filer's total
    $197,174

  • Michaela Hayes

    VP OF PARTNERSHIPS & ENGAGEMENT

    Total calculated
    $236,644
    From this org
    $225,375
    From related orgs
    $0
    Other
    $11,269
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,375
    Bonus
    $0
    Other
    $0
    Deferred
    $11,269
    Nontaxable benefits
    $0
    Filer's total
    $236,644

  • Aimee Holland

    SR DIR, DEV OPS, ANNUAL GIVING, & STEWARDSHIP

    Total calculated
    $188,299
    From this org
    $156,794
    From related orgs
    $0
    Other
    $31,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,794
    Bonus
    $0
    Other
    $0
    Deferred
    $6,198
    Nontaxable benefits
    $25,307
    Filer's total
    $188,299

  • Susan Thiemann

    DIRECTOR OF FINANCE AND OPERATIONS

    Total calculated
    $177,714
    From this org
    $156,943
    From related orgs
    $0
    Other
    $20,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,943
    Bonus
    $0
    Other
    $0
    Deferred
    $8,079
    Nontaxable benefits
    $12,692
    Filer's total
    $177,714

  • Svetlana Cherches

    SR. DIRECTOR, PEOPLE OPERATIONS

    Total calculated
    $170,745
    From this org
    $129,520
    From related orgs
    $0
    Other
    $41,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,520
    Bonus
    $0
    Other
    $0
    Deferred
    $5,201
    Nontaxable benefits
    $36,024
    Filer's total
    $170,745

  • Michael B Murdock

    DIRECTOR, ANNUAL GIVING AND EVENTS

    Total calculated
    $138,429
    From this org
    $118,915
    From related orgs
    $0
    Other
    $19,514
    Hours/week
    40

  • Kai Chuan Wang

    SR STAFF ACCOUNTANT

    Total calculated
    $132,986
    From this org
    $117,275
    From related orgs
    $0
    Other
    $15,711
    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

    $711,366

    REIMBURSEMENT FOR CHARITABLE PROGRAMS OPERATED BY AHS

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349311018

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