The Alliance for Community Wellness DBA La Familia Counseling Services

EIN: 942297155 501(c)(3)

Hayward, CA

Total Revenue
$29,756,913
Total Expenses
$29,551,448
Total Assets
$18,799,701
Net Assets
$6,408,713
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
CA
Phone
5108815921
Tax Period
2024-07-01 to 2025-06-30

The Alliance for Community Wellness DBA La Familia Counseling Services, founded in 1975, is a mid-sized nonprofit that reported $29.8M in total revenue in fiscal year 2024.

Mission

La Familia Counseling Service is an inclusive Latino community-based, multi-cultural organization committed to strengthening the emotional wellness of individuals and the preservation of families.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $865,729
Program Service Revenue $28,807,393
Investment Income $0
Other Revenue $83,791
TOTAL REVENUE $29,756,913

Expense Breakdown

Grants Paid $0
Salaries & Benefits $20,813,129
Fundraising Expenses $0
Program Expenses $23,799,670
Other Expenses $8,738,319
TOTAL EXPENSES $29,551,448

Year-over-Year Comparison

2024 2023 Change
Revenue $29,756,913 $28,098,924 +0.1%
Expenses $29,551,448 $27,840,941 +0.1%
Net Income $205,465 $257,983 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
N/A
Employees
261
Volunteers
15

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$394,162
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Aaron Ortiz CEO 40.00
Officer
$394,162 $0 $394,162
Roger Lauer Medical Director 40.00
$256,183 $0 $256,183
Jennifer Ellis Chief Strategy Officer 40.00
$213,394 $0 $213,394
James Cann Finance Director 40.00
$165,637 $0 $165,637
Lesley Mason Chief HR Officer 40.00
$153,906 $0 $153,906
Tejasi Bilgi Deputy Chief Clinical Officer 40.00
$153,500 $0 $153,500
Sonia Estrada-Lopez Director-Children's Mental Health 40.00
$133,060 $0 $133,060
Aiyana Knowles Chief Program Officer 40.00
$130,000 $0 $130,000
Bruce Cai Controller 40.00
$121,000 $0 $121,000
Carlos A Londono Dir Com Health Svc 40.00
$120,000 $0 $120,000
Kimberly Beckham Director of School-Based Svcs 40.00
$115,893 $0 $115,893
Alexis Peciulis Chief Clinical Officer 40.00
$111,321 $0 $111,321
Carlie Magner Dir. SBBH/Caminos 40.00
$109,108 $0 $109,108
Edda Banuelos Dir-Dev. Dis. 40.00
$105,560 $0 $105,560
Youssef Elmanawy Dir SUD Services 40.00
$104,333 $0 $104,333
Agustin Arteaga Jr Chairman 1.00
Director
$0 $0 $0
Dr Claudia Canizales Secretary 1.00
Director
$0 $0 $0
Elgin Lowe Treasurer 1.00
Director
$0 $0 $0
Gabriel Arteaga Trustee 1.00
Director
$0 $0 $0
Patzia Montes de Oca Trustee 1.00
Director
$0 $0 $0
Neisha Becton Trustee 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $29,756,913 $29,551,448 $18,799,701 $205,465
2024 $28,098,924 $27,840,941 $17,905,633 $257,983
2024 No data No data No data No data
2023 $29,003,483 $28,818,300 $13,666,631 $185,183
2023 $29,003,483 $28,818,300 $13,666,631 $185,183
2023 $29,003,483 $28,818,300 $15,155,524 $185,183
2022 $29,191,667 $26,874,599 $11,362,051 $2,317,068
2021 $23,178,643 $22,952,312 $11,127,413 $226,331
2019 $15,075,105 $15,069,764 $6,609,760 $5,341
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