Skip to content
Nonprofiteer
← ALAMEDA HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2024

Filed by ALAMEDA HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$11,936,811
Total expenses
$8,576,337
Contributions and grants received
$6,316,586
Grants paid
$2,245,455
Program service revenue
$5,288,231
Investment income
$718,863
Other revenue
-$386,869
Total assets, end of year
$24,435,444
Total liabilities, end of year
$961,419
Net assets or fund balances, end of year
$23,474,025
Program services expenses (Part IX)
$3,708,573
Management and general expenses
$4,160,555
Fundraising expenses
$707,209
Program service expenses (Part III)
$3,708,573

Program services were 43.2% 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

    $433,613

  • 1f · All other contributions, gifts and grants

    $5,882,973

  • 1g · Noncash contributions included above

    $29,853

  • 2a · Program service revenue: AHS CONTRACT REVENUE

    total $5,288,231 · related or exempt $5,288,231

  • 3 · Investment income

    total $438,587 · excluded $438,587

  • 7a · Gross sales of assets other than inventory

    securities $15,806,023

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

    securities $15,525,747

  • 7c · Gain or loss

    securities $280,276

  • 7d · Net gain or loss

    total $280,276 · excluded $280,276

  • 8a · Fundraising events: gross income

    $87,880

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

    $433,613

  • 8b · Fundraising events: direct expenses

    $474,749

  • 8c · Net income from fundraising events

    total -$386,869 · excluded -$386,869

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,239,931 · program services $2,239,931

  • 2 · Grants to domestic individuals

    total $5,524 · program services $5,524

  • 5 · Compensation of officers, directors and key employees

    total $999,559 · management and general $804,143 · fundraising $195,416

  • 7 · Other salaries and wages

    total $1,748,884 · management and general $1,327,160 · fundraising $421,724

  • 8 · Pension plan contributions

    total $36,482 · management and general $26,371 · fundraising $10,111

  • 9 · Other employee benefits

    total $223,921 · management and general $185,377 · fundraising $38,544

  • 10 · Payroll taxes

    total $187,156 · management and general $145,742 · fundraising $41,414

  • 11b · Fees: legal

    total $37,709 · management and general $37,709

  • 11c · Fees: accounting

    total $36,852 · management and general $36,852

  • 11f · Fees: investment management

    total $54,279 · management and general $54,279

  • 11g · Fees: other

    total $1,252,833 · program services $790,068 · management and general $462,765

  • 12 · Advertising and promotion

    total $221,087 · management and general $221,087

  • 13 · Office expenses

    total $526,475 · program services $343,509 · management and general $182,966

  • 14 · Information technology

    total $87,607 · management and general $87,607

  • 16 · Occupancy

    total $336,397 · program services $108 · management and general $336,289

  • 17 · Travel

    total $103,048 · program services $50,079 · management and general $52,969

  • 19 · Conferences, conventions and meetings

    total $201,442 · program services $62,282 · management and general $139,160

  • 22 · Depreciation, depletion and amortization

    total $4,551 · management and general $4,551

  • 23 · Insurance

    total $41,988 · management and general $41,988

  • 24a · Other expenses: AWARDS & STIPENDS

    total $113,173 · program services $112,175 · management and general $998

  • 24b · Other expenses: MEALS & ENTERTAINMENT

    total $101,467 · program services $101,467

  • 24c · Other expenses: MEMBERSHIP FEES

    total $15,427 · program services $3,430 · management and general $11,997

  • 24e · All other expenses

    total $545 · management and general $545

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $481,342 · end of year $114,444

  • 2 · Savings and temporary cash investments

    beginning of year $7,033,019 · end of year $3,943,508

  • 3 · Pledges and grants receivable

    beginning of year $5,593,119 · end of year $3,333,772

  • 8 · Inventories for sale or use

    beginning of year $7,154 · end of year $8,779

  • 9 · Prepaid expenses and deferred charges

    beginning of year $124,969 · end of year $159,858

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $4,551 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $5,788,026 · end of year $14,853,794

  • 14 · Intangible assets

    beginning of year $9,056 · end of year $4,941

  • 15 · Other assets

    beginning of year $1,990,896 · end of year $2,016,348

  • 17 · Accounts payable and accrued expenses

    beginning of year $364,894 · end of year $548,661

  • 19 · Deferred revenue

    end of year $1,625

  • 25 · Other liabilities

    beginning of year $270,604 · end of year $411,133

  • 27 · Net assets without donor restrictions

    beginning of year $2,088,138 · end of year $3,033,469

  • 28 · Net assets with donor restrictions

    beginning of year $18,308,496 · end of year $20,440,556

Mission and programs · 2024

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.

  • INCREASING ACCESS TO QUALITY CARE:IN FY25, ALAMEDA HEALTH SYSTEM FOUNDATION INVESTED $2,513,362 TO EXPAND ACCESS TO QUALITY CARE ACROSS ALAMEDA HEALTH SYSTEM. OF THIS, $1,863,178 SUPPORTED DIRECT PROGRAM SERVICES, INCLUDING PATIENT ASSISTANCE, DIAGNOSTIC CARE, AND TRAUMA SERVICES. FUNDS HELPED COVER TRANSPORTATION, PRESCRIPTIONS, AND ESSENTIAL MEDICAL EQUIPMENT, WHILE ALSO PROVIDING TANGIBLE SUPPORTS SUCH AS CAR SEATS.

    Expenses $2,513,362 · Grants $1,865,869 · Revenue $3,766,086

  • HEALTH EQUITY: AHSF DIRECTED $1,067,451 IN FY25 TO ADVANCE HEALTH EQUITY. THIS INCLUDED $376,753 IN DIRECT PROGRAM SUPPORT FOR CULTURALLY RESPONSIVE CARE, LANGUAGE ACCESS, AND COMMUNITY-BASED SERVICES. FUNDS SUPPORTED STAFFING, EQUIPMENT, AND PATIENT-CENTERED RESOURCES SUCH AS CARE COORDINATION AND ESSENTIAL ITEMS LIKE CAR SEATS.

    Expenses $1,067,451 · Grants $379,586 · Revenue $1,330,705

  • WORKFORCE DEVELOPMENT:IN FY25, AHSF INVESTED $127,760 TO STRENGTHEN THE HEALTHCARE WORKFORCE. FUNDS SUPPORTED TRAINING, STIPENDS, AND WORKFORCE PATHWAY PROGRAMS THAT PROVIDE HANDS-ON EXPERIENCE FOR YOUTH AND INDIVIDUALS FROM UNDERREPRESENTED COMMUNITIES.

    Expenses $127,760 · Revenue $191,440

As filed on the 2024 return.

Listed in Part VII

  • MELANIE M SHELBY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL GOMEZ

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • REMY MENDELSOHN JD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • TODD BRANTLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JILL BUTLER JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TERESA DELOACH REED

    DIRECTOR (THRU 6/2025)

    Total calculated
    $0
    Hours/week
    1

  • TARRELL GAMBLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES ET JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MERVE LAPUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRENDA PAYNE

    DIRECTOR (THRU 6/2025)

    Total calculated
    $0
    Hours/week
    1

  • TIM REED JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER SLABAUGH MD

    DIRECTOR (THRU 6/2025)

    Total calculated
    $0
    Hours/week
    1

  • U MINI B SWIFT MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PRESTON S WALTON

    PRESIDENT

    Total calculated
    $388,807
    From this org
    $357,500
    From related orgs
    $0
    Other
    $31,307
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $357,500
    Bonus
    $0
    Other
    $0
    Deferred
    $17,905
    Nontaxable benefits
    $13,402
    Filer's total
    $388,807

  • SUSAN THIEMANN

    DIRECTOR OF FINANCE & OPERATIONS

    Total calculated
    $190,135
    From this org
    $168,289
    From related orgs
    $0
    Other
    $21,846
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,289
    Bonus
    $0
    Other
    $0
    Deferred
    $8,444
    Nontaxable benefits
    $13,402
    Filer's total
    $190,135

  • CHARLENE LOBO SORIANO

    VICE-PRESIDENT & CHIEF OF STAFF

    Total calculated
    $225,201
    From this org
    $212,647
    From related orgs
    $0
    Other
    $12,554
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,647
    Bonus
    $0
    Other
    $0
    Deferred
    $10,669
    Nontaxable benefits
    $1,885
    Filer's total
    $225,201

  • AIMEE HOLLAND

    SR. DIRECTOR, PHILANTHROPY SERVICES & ANNUAL GIVIN

    Total calculated
    $195,416
    From this org
    $165,229
    From related orgs
    $0
    Other
    $30,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,229
    Bonus
    $0
    Other
    $0
    Deferred
    $7,902
    Nontaxable benefits
    $22,285
    Filer's total
    $195,416

  • SVETLANA CHERCHES

    SR. DIRECTOR, PEOPLE OPERATIONS

    Total calculated
    $174,446
    From this org
    $137,765
    From related orgs
    $0
    Other
    $36,681
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,765
    Bonus
    $0
    Other
    $0
    Deferred
    $7,350
    Nontaxable benefits
    $29,331
    Filer's total
    $174,446

  • VERA HANNUSH

    DIRECTOR OF PHILANTHROPY

    Total calculated
    $173,752
    From this org
    $148,955
    From related orgs
    $0
    Other
    $24,797
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,955
    Bonus
    $0
    Other
    $0
    Deferred
    $5,473
    Nontaxable benefits
    $19,324
    Filer's total
    $173,752

  • KAI WANG

    ACCOUNTING MANAGER

    Total calculated
    $147,181
    From this org
    $127,576
    From related orgs
    $0
    Other
    $19,605
    Hours/week
    40

  • MONICA CANZONIERI

    PROSPECT DEVELOPMENT MANAGER

    Total calculated
    $146,688
    From this org
    $110,998
    From related orgs
    $0
    Other
    $35,690
    Hours/week
    40

  • RACHEL LEVINE

    SENIOR GRANT MANAGER (THRU 12/2024)

    Total calculated
    $130,140
    From this org
    $123,101
    From related orgs
    $0
    Other
    $7,039
    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

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202601359349307895

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.