ALIADOS HEALTH

EIN: 943220029 501(c)(3) Health Care

PETALUMA, CA

Total Revenue
$11,258,898
Total Expenses
$10,513,129
Total Assets
$8,799,925
Net Assets
$4,576,970
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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
1994
Legal Domicile
CA
Principal Officer
TRACY MENDEZ
Phone
7077927900
Tax Period
2024-07-01 to 2025-06-30

ALIADOS HEALTH, founded in 1994, is a mid-sized nonprofit in the Health Care sector that reported $11.3M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $10.5M left a modest 7% surplus.

Mission

ALIADOS HEALTH IS A REGIONAL ASSOCIATION OF 17 COMMUNITY HEALTH CENTERS WITH SITES IN MARIN, NAPA, SONOMA, CONTRA COSTA, SOLANO, AND YOLO COUNTIES. THE ORGANIZATION WAS FORMED IN 1994. OUR MISSION IS TO IMPROVE ACCESS TO, AND THE QUALITY OF CARE PROVIDED FOR UNDERSERVED AND UNINSURED PEOPLE IN OUR SIX COUNTIES. ALIADOS HEALTH'S MAJOR FOCUS IS TO STRENGTHEN THE CAPACITY OF MEMBER HEALTH CENTERS TO ACT AS A REGIONAL NETWORK OF COMPREHENSIVE PRIMARY CARE THAT PROVIDES ACCESS TO CONSISTENTLY HIGH-QUALITY CLINICAL CARE, EFFECTIVE CARE COORDINATION AND REDUCE HEALTH DISPARITIES.

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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 $8,672,596
Program Service Revenue $2,437,066
Investment Income $149,236
Other Revenue $0
TOTAL REVENUE $11,258,898

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,952,782
Fundraising Expenses $0
Program Expenses $8,675,399
Other Expenses $5,560,347
TOTAL EXPENSES $10,513,129

Year-over-Year Comparison

2024 2023 Change
Revenue $11,258,898 $9,680,139 +0.2%
Expenses $10,513,129 $9,152,533 +0.1%
Net Income $745,769 $527,606 +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

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Governance

Voting Members
8
Independent Members
8
Employees
45
Volunteers
8

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
9
$838,419
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK SHOTWELL BOARD CHAIR 2.00
Officer Director
$0 $0 $0
GABRIELA BERNAL-LEROI BOARD VICE-CHAIR 1.00
Officer Director
$0 $0 $0
DONNA WALDMAN BOARD TRESURER 1.00
Officer Director
$0 $0 $0
CHRISTINE NOGUERA BOARD SECRETARY (UNTIL 11/2024) 1.00
Officer Director
$0 $0 $0
JASON CUNNINGHAM BOARD SECRETARY 1.00
Officer Director
$0 $0 $0
ALICIA HARDY BOARD MEMBER 1.00
Director
$0 $0 $0
JANE GARCIA BOARD MEMBER 1.00
Director
$0 $0 $0
DEBBIE HOWELL BOARD MEMBER 2.00
Director
$0 $0 $0
SUE LABBE BOARD MEMBER 2.00
Director
$0 $0 $0
TRACY MENDEZ CHIEF EXECUTIVE OFFICER 20.00
Officer
$211,950 $26,443 $238,393
LAURA ARNOLD CHIEF ADMINISTRATIVE OFFICER 40.00
Officer
$149,631 $24,704 $174,335
MICHELLE RUSSELL CHIEF FINANCIAL OFFICER 20.00
Officer
$149,622 $20,504 $170,126
DANIELLE ORYN CMO/CMIO 40.00
Officer
$228,897 $26,668 $255,565
MICHELLE ROSASCHI SENIOR DIRECTOR OF PROGRAMS 40.00
Highest
$136,026 $15,118 $151,144
COLLEEN PETERSON SR. DIR. OF HEALTH INFORMATICS & IT 40.00
Highest
$112,695 $30,936 $143,631
AMY ANDERSON DIR. OF TRANSFORMATION INITIATVES 40.00
Highest
$115,102 $28,414 $143,516
MAXIME PERREY SR. DIR. OF POLICY & EXT. AFFAIRS 40.00
Highest
$124,074 $13,684 $137,758
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 $11,258,898 $10,513,129 $8,799,925 $745,769
2024 $9,680,139 $9,152,533 $6,343,154 $527,606
2023 $8,737,994 $8,677,852 $5,157,311 $60,142
2022 $8,183,641 $6,971,459 $5,397,777 $1,212,182
2021 $5,204,575 $5,083,420 $3,317,447 $121,155
2020 $4,186,439 $4,849,005 $3,679,078 $-662,566
2019 $4,926,473 $5,187,544 $3,565,103 $-261,071
2018 $7,319,754 $6,048,200 $3,589,989 $1,271,554
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