ALAMEDA HEALTH SYSTEM FOUNDATION (EIN 943103136) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

PRESTON S WALTON

Phone

5102712500

Tax Period

2024-07-01 to 2025-06-30

ALAMEDA HEALTH SYSTEM FOUNDATION, founded in 1989, is a mid-sized nonprofit in the Health Care sector that reported $11.9M in total revenue in fiscal year 2024. The organization ran a surplus of $3.4M, a strong 28% operating margin.

Mission

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

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,316,586

Program Service Revenue $5,288,231

Investment Income $718,863

Other Revenue $-386,869

TOTAL REVENUE $11,936,811

Expense Breakdown

Grants Paid $2,245,455

Salaries & Benefits $3,196,002

Fundraising Expenses $707,209

Program Expenses $3,708,573

Other Expenses $3,134,880

TOTAL EXPENSES $8,576,337

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,936,811	$12,287,772	0.0%
Expenses	$8,576,337	$6,804,887	+0.3%
Net Income	$3,360,474	$5,482,885	-0.4%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$578,942

Total Directors

Key Employees

$420,617

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELANIE M SHELBY	CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL GOMEZ	TREASURER	1.00	Officer Director	$0	$0	$0
REMY MENDELSOHN JD	SECRETARY	1.00	Officer Director	$0	$0	$0
TODD BRANTLEY	DIRECTOR	1.00	Director	$0	$0	$0
JILL BUTLER JD	DIRECTOR	1.00	Director	$0	$0	$0
TERESA DELOACH REED	DIRECTOR (THRU 6/2025)	1.00	Director	$0	$0	$0
TARRELL GAMBLE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES ET JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
MERVE LAPUS	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA PAYNE	DIRECTOR (THRU 6/2025)	1.00	Director	$0	$0	$0
TIM REED JD	DIRECTOR	1.00	Director	$0	$0	$0
PETER SLABAUGH MD	DIRECTOR (THRU 6/2025)	1.00	Director	$0	$0	$0
U MINI B SWIFT MD	DIRECTOR	1.00	Director	$0	$0	$0
PRESTON S WALTON	PRESIDENT	40.00	Officer	$357,500	$31,307	$388,807
SUSAN THIEMANN	DIRECTOR OF FINANCE & OPERATIONS	40.00	Officer	$168,289	$21,846	$190,135
CHARLENE LOBO SORIANO	VICE-PRESIDENT & CHIEF OF STAFF	40.00	Key Emp	$212,647	$12,554	$225,201
AIMEE HOLLAND	SR. DIRECTOR, PHILANTHROPY SERVICES & ANNUAL GIVIN	40.00	Key Emp	$165,229	$30,187	$195,416
SVETLANA CHERCHES	SR. DIRECTOR, PEOPLE OPERATIONS	40.00	Highest	$137,765	$36,681	$174,446
VERA HANNUSH	DIRECTOR OF PHILANTHROPY	40.00	Highest	$148,955	$24,797	$173,752
KAI WANG	ACCOUNTING MANAGER	40.00	Highest	$127,576	$19,605	$147,181
MONICA CANZONIERI	PROSPECT DEVELOPMENT MANAGER	40.00	Highest	$110,998	$35,690	$146,688
RACHEL LEVINE	SENIOR GRANT MANAGER (THRU 12/2024)	40.00	Highest	$123,101	$7,039	$130,140

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	$11,936,811	$8,576,337	$24,435,444	$3,360,474
2024	No data	No data	No data	No data
2023	$9,553,134	$5,860,924	$15,258,180	$3,692,210
2022	$6,620,129	$4,914,899	$11,773,820	$1,705,230
2021	$3,746,841	$4,200,682	$11,491,232	$-453,841
2020	$6,014,929	$6,050,754	$10,887,298	$-35,825
2019	$3,452,368	$8,917,685	$10,595,938	$-5,465,317
2018	$2,473,030	$5,929,525	$15,817,944	$-3,456,495

ALAMEDA HEALTH SYSTEM FOUNDATION