2024-03-07T16:38:22-06:00 2023-06-30 953001179 WINDES INC POBOX 87 LONG BEACH CA 908010087 990 2022-07-01 943220029 ALIADOS HEALTH ALIA 7077927900 1310 REDWOOD WAY 135 PETALUMA CA 94954 TRACY MENDEZ ACTING CEO 7077927900 2024-03-06 1 TRACY MENDEZ 953001179 1 AARON PHILLIPS P00286656 5624351191 2024-03-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X TRACY MENDEZ 1310 REDWOOD WAY 135 PETALUMA CA 94954 8737994 0 X WWW.ALIADOSHEALTH.ORG X 1994 CA SEE SCHEDULE O.ALIADOS HEALTH STRENGTHENS THE CAPACITY OF MEMBER HEALTH CENTERS TO PROVIDE COMPREHENSIVE, INTEGRATED CARE THAT IMPROVES HEALTH AND HEALTH EQUITY IN THEIR COMMUNITIES. THROUGH LEADERSHIP IN ADVOCACY, INFORMATICS, OUTREACH, ENROLLMENT AND POPULATION HEALTH, OUR WORK ENSURES THAT MEMBERS HAVE THE SUPPORT AND RESOURCES THEY NEED TO OFFER CONSISTENTLY HIGH-QUALITY CLINICAL CARE AND EFFECTIVE CARE COORDINATION. 8 8 48 0 0 0 6763612 6821502 1419079 1912109 950 4383 0 0 8183641 8737994 0 0 0 0 2874143 3933021 0 0 0 4097316 4744831 6971459 8677852 1212182 60142 5397777 5157311 2174048 1873440 3223729 3283871 X SEE SCHEDULE O.ALIADOS HEALTH STRENGTHENS THE CAPACITY OF MEMBER HEALTH CENTERS TO PROVIDE COMPREHENSIVE, INTEGRATED CARE THAT IMPROVES HEALTH AND HEALTH EQUITY IN THEIR COMMUNITIES. THROUGH LEADERSHIP IN ADVOCACY, INFORMATICS, OUTREACH, ENROLLMENT AND POPULATION HEALTH, OUR WORK ENSURES THAT MEMBERS HAVE THE SUPPORT AND RESOURCES THEY NEED TO OFFER CONSISTENTLY HIGH-QUALITY CLINICAL CARE AND EFFECTIVE CARE COORDINATION. 0 0 6645577 1912109 ALIADOS HEALTH SUPPORTS MEMBER HEALTH CENTERS IN MEETING THE MISSION OF IMPROVING THE SAFETY-NET HEALTHCARE SYSTEM THROUGH A VARIETY OF PROGRAM EFFORTS. AH'S SERVICES INCLUDE HOSTING PEER LEARNING COLLABORATIVES AND OFFERING TRAINING AND TECHNICAL ASSISTANCE TO DEVELOP AND IMPROVE WORKFLOWS, IMPLEMENT BEST CLINICAL PRACTICES, OPTIMIZE ELECTRONIC HEALTH RECORD USE, IMPROVE DATA COLLECTION AND DATA ANALYTICS, AND PERFORM OTHER QUALITY IMPROVEMENT WORK. IN ADDITION, AH OUTREACHES DIRECTLY TO COMMUNITY MEMBERS AND PATIENTS TO EDUCATE THEM ABOUT AND ENROLL THEM IN HEALTH INSURANCE AND PUBLIC BENEFITS AS WELL AS CONNECTING THEM TO SOCIAL SERVICES. AH ALSO CONVENES STAKEHOLDERS AND PARTNERS TO WORK ON STRATEGIC PLANNING AND REGIONAL HEALTH SYSTEM IMPROVEMENT EFFORTS. 6645577 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 38 0 1 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MICHELLE LOUNIBOS RUSSELL 7077927900 1310 REDWOOD WAY 135 PETALUMA CA 94954 ALVARO FUENTES CEO 20.00 20.00 X 215912 0 11496 MICHELLE RUSSELL SENIOR DIRECTOR OF FINANCE 40.00 X 123084 0 24207 LAURA ARNOLD SR DIR. OF HUMAN RESOURCES & COMPL. 40.00 X 117418 0 20831 COLLEEN PETERSON DEPARTMENT DIRECTOR 40.00 X 100293 0 24428 MICHELLE ROSASCHI SENIOR DIRECTOR OF PROGRAMS 40.00 X 107538 0 12707 CHRIS KELSCH BOARD CHAIR (UNTIL 1/1/23) 2.00 2.00 X X 0 0 0 KATHIE POWELL BOARD TREASURER 1.00 1.00 X X 0 0 0 ALICIA HARDY BOARD VICE CHAIR (UNTIL 1/1/23) 1.00 1.00 X X 0 0 0 JANE GARCIA BOARD SECRETARY 1.00 1.00 X X 0 0 0 DONNA WALDMAN BOARD MEMBER 1.00 1.00 X 0 0 0 MITESH POPAT BOARD MEMBER (UNTIL 1/1/23) 1.00 X 0 0 0 MELISSA MARSHALL BOARD MEMBER 1.00 X 0 0 0 CHERYL JOHNSON BOARD MEMBER 1.00 1.00 X 0 0 0 JASON CUNNINGHAM BOARD MEMBER 1.00 1.00 X 0 0 0 CHRISTINE NOGUERA BOARD MEMBER 1.00 X 0 0 0 DAVID VILET BOARD MEMBER 1.00 X 0 0 0 664245 0 93669 7 0 1 0 RELEVANT HEALTHCARE INC 11 PARK PLACE FLOOR 3 NEW YORK NY 10007 LICENSE & FEES 862110 CALIFORNIA CHOICE BENEFIT ADMINISTRATORS 721 SOUTH PARKER SUITE 200 ORANGE CA 92868 HEALTH INSURANCE 341080 QS SYSTEMS INC PO BOX 24368 KNOXVILLE TN 37933 CONTRACTED SERVICES 194000 WIPFLI LLP PO BOX 801 WAUSAU WI 54402 CONTRACTED SERVICES 148477 MEDICUS LLC 100 NORTH POINT CENTER EAST SUITE ALPHARETTA GA 30022 CONTRACTED SERVICES 143670 6 159400 3742067 2920035 6821502 SERVICE/SUPPORT/MAINTE 621300 907777 907777 MANAGED CARE 621300 855141 855141 SERVICE FEES 621300 149191 149191 1912109 4383 4383 8737994 1912109 0 4383 X 238309 238309 2983934 2168160 815774 97324 91137 6187 450324 379204 71120 163130 136900 26230 31440 12480 18960 64467 64467 985396 709292 276104 95815 41034 54781 1220366 1123517 96849 318096 86606 231490 119160 56497 62663 24260 18923 5337 52876 24323 28553 CHC GRANT ALLOCATION 1785504 1785504 DUES & SUBSCRIPTIONS 42063 12000 30063 EQUIPMENT RENT & LEASE 5388 5388 8677852 6645577 2032275 0 1149996 1167503 1831791 1735960 2151730 1846782 9310 67890 34362 64459 251886 251886 24934 0 195654 274717 5397777 5157311 1400309 664159 773739 1133259 0 76022 2174048 1873440 X 3223729 3283871 3223729 3283871 5397777 5157311 60142 0 X 0 1 X 1 1 1 X 3513045 3117825 3602740 6763612 6821502 23818724 3513045 3117825 3602740 6763612 6821502 23818724 1079258 22739466 20875 23746 1139 950 4383 51093 50000 78427 128427 23998244 7247039 0.94750 0.94750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 78,427. FRAUD INSURANCE REVENUE - 2019 AMOUNT: $ 50,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6650914 6650914 482546 120637 0 0 346910 358878 425879 482546 1614213 2421320 872 872 86728 89720 106470 120637 403555 605333 101075 101075 0 150811 150811 0 0 DEPOSITS 11544 DUE FROM RELATED PARTY 187779 OPERATING LEASE 75394 274717 OPERATING LEASE 76022 76022 X 8737994 0 8737994 0 8737994 8677852 0 8677852 0 8677852 PART X, LINE 2: FIN 48: THE ORGANIZATION HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS THE FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. X 0 0 0 0 0 0 0 0 0 ALVARO FUENTES CEO 195512 0 0 0 20400 0 10796 0 700 0 227408 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 ORGANIZATION CHANGED THEIR NAME DURING THE FISCAL YEAR FROM REDWOOD COMMUNITY HEALTH COALITION TO ALIADOS HEALTH. FORM 990, PART VI, SECTION A, LINE 6 DESCRIBE THE ORGANIZATIONS MEMBERS OR STOCKHOLDERS. THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS. EACH MEMBER SHALL HAVE ONE VOTE. THE CHIEF EXECUTIVE OFFICER OF THE MEMBER SHALL EXERCISE THE MEMBER'S VOTE UNLESS A PROXY IS APPOINTED PURSUANT TO SECTION 4.10. MEMBERS SHALL CONSTITUTE LICENSED COMMUNITY, FREE AND TRIBAL CLINICS. EACH MEMBER SHALL HAVE A COMMUNITY-BASED BOARD OF DIRECTORS AND SHALL BE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. EACH MEMBER SHALL ALSO BE A PRIMARY CARE CLINIC WITH A MISSION TO SERVE LOW-INCOME INDIVIDUALS IN AN AREA LOCATED WITHIN THE CORPORATION'S SERVICE AREA AND TO OFFER SERVICES WITH A SLIDING FEE SCALE AND WITHOUT REGARD FOR A PATIENT'S ABILITY TO PAY. TO BECOME A MEMBER, PROSPECTIVE MEMBERS MUST BE INITIALLY NOMINATED BY A MEMBER IN GOOD STANDING FOR CONSIDERATION BY THE MEMBERSHIP, MUST MEET THE REQUIREMENTS SET FORTH IN THESE BYLAWS, MUST COMPLETE A FORMAL APPLICATION FOR MEMBERSHIP, MUST BE EVALUATED BY THE MEMBERSHIP COMMITTEE, AND MUST BE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A DESCRIBE THE MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAVE THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. MEMBERS HAVE THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DESCRIBE THE DECISIONS OF THE ORGANIZATION THAT ARE SUBJECT TO APPROVAL BY MEMBERS, STOCKHOLDERS, OR OTHER PERSONS OTHER THAN THE GOVERNING BODY. THE FOLLOWING DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE ORGANIZATION'S MEMBERS: 1. APPOINTMENT AND REMOVAL OF DIRECTORS; 2. APPOINTMENT AND REMOVAL OF MEMBERS; 3. ADOPTION OF A PLAN OF MERGER, CONSOLIDATION, OR ASSET ACQUISITION INVOLVING THE ORGANIZATION; AND 4. AUTHORIZATION OR REVOCATION OF PROCEEDINGS FOR A VOLUNTARY DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS USED TO REVIEW THE FORM 990. THE FORM 990 IS REVIEWED BY THE CEO AND THEN PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW BEFORE FINAL FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. TRUSTEES, DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO READ AND UNDERSTAND THIS POLICY AND SELF REPORT. IF AN OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE IS INVOLVED IN A CONFLICT OF INTEREST SITUATION, THEY ARE REQUIRED TO BRING IT TO THE ATTENTION OF THE APPROPRIATE PERSON OR GROUP (BOARD CHAIR, THE ENTIRE BOARD OR THE MEMBERS OF THE COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT THAT RELATES TO THE ACTUAL OR POSSIBLE CONFLICT OF INTEREST) SO THAT THE POTENTIAL CONFLICT CAN BE EVALUATED AND ADDRESSED. FORM 990, PART VI, SECTION B, LINE 15 DESCRIBE THE PROCESS USED TO DETERMINE COMPENSATION OF THE ORGANIZATION'S OFFICERS, DIRECTORS, AND OTHER EMPLOYEES. COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD PERFORMS AN ANNUAL REVIEW AND DETERMINES ANY SALARY ADJUSTMENTS. COMPENSATION FOR DIRECTORS AND KEY EMPLOYEES IS DETERMINED BY SALARY COMPARISONS AND SURVEYS RELEASED BY SIMILAR COALITIONS AND NETWORKS. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALIADOS HEALTH MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 709,292. MANAGEMENT AND GENERAL EXPENSES 276,104. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 985,396. ALIADOS HEALTH NETWORK 1310 REDWOOD WAY SUITE 135 PETALUMA CA 94954 320230954 SUPPORT ALIADOS HEALTH CA 501(C)(3) LINE 12A,I ALIADOS HEALTH 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ALIADOS HEALTH NETWORK Q 855141 CASH