2026-05-15T12:24:36-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 943103136 ALAMEDA HEALTH SYSTEM FOUNDATION ALAM 5102712500 55 HARRISON STREET 6TH FLOOR OAKLAND CA 94607 PRESTON S WALTON PRESIDENT 5102712500 2026-05-14 1 0 MICHAEL LUMSDEN P01262236 4159561500 2026-05-14 2024 2025-03-06 01:10:19Z PRESTON S WALTON 55 HARRISON STREET 6TH FLOOR OAKLAND CA 94607 27937307 0 X WWW.FOUNDATIONAHS.ORG X 1989 CA TO ADVANCE HEALTH EQUITY IN ALAMEDA CO. BY RAISING FUNDS & SUPPORT FOR ALAMEDA HEALTH SYSTEM. 10 10 25 14 0 0 7742737 6316586 4647212 5288231 227769 718863 -329946 -386869 12287772 11936811 711366 2245455 0 0 2620963 3196002 0 0 707209 3472558 3134880 6804887 8576337 5482885 3360474 21032132 24435444 635498 961419 20396634 23474025 ALAMEDA HEALTH SYSTEM FOUNDATION'S MISSION IS TO ADVANCE HEALTH EQUITY IN THE COMMUNITIES SERVED BY ALAMEDA HEALTH SYSTEM (AHS). 0 0 2513362 1865869 3766086 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. 1067451 379586 1330705 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. 127760 0 191440 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. 3708573 1 1 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 95 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X SUSAN THIEMANN 5102712504 55 HARRISON STREET 6TH FLOOR OAKLAND CA 94607 MELANIE M SHELBY CHAIR 1.00 X X 0 0 0 MICHAEL GOMEZ TREASURER 1.00 X X 0 0 0 REMY MENDELSOHN JD SECRETARY 1.00 X X 0 0 0 TODD BRANTLEY DIRECTOR 1.00 X 0 0 0 JILL BUTLER JD DIRECTOR 1.00 X 0 0 0 TERESA DELOACH REED DIRECTOR (THRU 6/2025) 1.00 X 0 0 0 TARRELL GAMBLE DIRECTOR 1.00 X 0 0 0 JAMES ET JACKSON DIRECTOR 1.00 X 0 0 0 MERVE LAPUS DIRECTOR 1.00 X 0 0 0 BRENDA PAYNE DIRECTOR (THRU 6/2025) 1.00 X 0 0 0 TIM REED JD DIRECTOR 1.00 X 0 0 0 PETER SLABAUGH MD DIRECTOR (THRU 6/2025) 1.00 X 0 0 0 U MINI B SWIFT MD DIRECTOR 1.00 X 0 0 0 PRESTON S WALTON PRESIDENT 40.00 X 357500 0 31307 SUSAN THIEMANN DIRECTOR OF FINANCE & OPERATIONS 40.00 X 168289 0 21846 CHARLENE LOBO SORIANO VICE-PRESIDENT & CHIEF OF STAFF 40.00 X 212647 0 12554 AIMEE HOLLAND SR. DIRECTOR, PHILANTHROPY SERVICES & ANNUAL GIVIN 40.00 X 165229 0 30187 SVETLANA CHERCHES SR. DIRECTOR, PEOPLE OPERATIONS 40.00 X 137765 0 36681 VERA HANNUSH DIRECTOR OF PHILANTHROPY 40.00 X 148955 0 24797 KAI WANG ACCOUNTING MANAGER 40.00 X 127576 0 19605 MONICA CANZONIERI PROSPECT DEVELOPMENT MANAGER 40.00 X 110998 0 35690 RACHEL LEVINE SENIOR GRANT MANAGER (THRU 12/2024) 40.00 X 123101 0 7039 1552060 0 219706 11 0 1 0 MCH STRATEGIES LLC 248 3RD STREET SUITE 452 OAKLAND CA 94621 EVENT PRODUCTION SERVICES 123793 BROTHERHOOD OF ELDERS NETWORK 1714 FRANKLIN STREET 100-177 OAKLAND CA 94612 PROGRAM DEVELOPMENT AND EVALUATION 116400 2 433613 5882973 29853 6316586 AHS CONTRACT REVENUE 561499 5288231 5288231 5288231 438587 438587 15806023 15525747 280276 280276 280276 87880 433613 474749 -386869 -386869 11936811 5288231 0 331994 X 2239931 2239931 5524 5524 999559 804143 195416 1748884 1327160 421724 36482 26371 10111 223921 185377 38544 187156 145742 41414 37709 37709 36852 36852 54279 54279 1252833 790068 462765 221087 221087 526475 343509 182966 87607 87607 336397 108 336289 103048 50079 52969 201442 62282 139160 4551 4551 41988 41988 AWARDS & STIPENDS 113173 112175 998 MEALS & ENTERTAINMENT 101467 101467 MEMBERSHIP FEES 15427 3430 11997 545 545 8576337 3708573 4160555 707209 481342 114444 7033019 3943508 5593119 3333772 7154 8779 124969 159858 0 0 4551 0 5788026 14853794 9056 4941 1990896 2016348 21032132 24435444 364894 548661 1625 270604 411133 635498 961419 X 2088138 3033469 18308496 20440556 20396634 23474025 21032132 24435444 X 3360474 236917 -520000 X 0 1 X 1 0 X 2029339 3499940 6000124 7742737 6316586 25588726 2029339 3499940 6000124 7742737 6316586 25588726 8903889 16684837 125093 173587 167321 377695 438587 1282283 26871009 17351865 0.62090 0.53660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 256000 X X 0 4198657 423675 4622332 3811274 387383 4198657 3565821 245453 3811274 4226681 -660860 3565821 3327641 899040 4226681 0.00000 0.00000 1.00000 1 0 0 COLLECTIONS 256000 DUE FROM ALAMEDA HEALTH SYSTEM 1760348 2016348 DUE TO ALAMEDA HEALTH SYSTEM 411133 411133 X 12594198 236917 236917 12357281 54279 -474749 -420470 11936811 9516807 994749 994749 8522058 54279 54279 8576337 PART III, LINE 4: THE ORGANIZATION'S ARTWORK INCLUDES 8 ORIGINALLY FRAMED PAINTINGS WHICH WILL BE DISPLAYED IN PUBLIC AREAS AND PRESERVED FOR FUTURE GENERATIONS. THE COLLECTION ENRICHES THE ENVIRONMENT WITH CULTURAL ART IN SUPPORT OF A HEALING ENVIRONMENT, WHICH SERVES ALAMEDA COUNTY'S DIVERSE COMMUNITY. PART V, LINE 4: THE ENDOWMENT FUNDS ARE UTILIZED FOR THE CARE OF POOR AND INDIGENT PATIENTS. PART X, LINE 2: THE FOUNDATION IS A PUBLIC CHARITY UNDER INTERNAL REVENUE CODE (IRC) SECTION 509(A)(1) AND IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE IRC AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED, AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE ACCOMPANYING FINANCIAL STATEMENTS TAKEN AS A WHOLE. THE FOUNDATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A NONPUBLIC ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE DETAILS HOW ENTITIES SHOULD RECOGNIZE, MEASURE, PRESENT, AND DISCLOSE UNCERTAIN TAX POSITIONS THAT HAVE BEEN OR ARE EXPECTED TO BE TAKEN. AS SUCH, FINANCIAL STATEMENTS WILL REFLECT EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS. THERE WAS NO IMPACT TO THE FOUNDATION'S FINANCIAL STATEMENTS AS A RESULT OF THESE PROVISIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -474,749. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 474,749. REVERSAL OF PRIOR YEAR CONTRIBUTION REVENUE 520,000. SOUL OF SPRING 521493 433613 87880 145813 191618 104500 32818 521493 433613 87880 145813 191618 104500 32818 474749 -386869 1 ALAMEDA HEALTH SYSTEM 7677 OAKPORT STREET OAKLAND CA 94621 943302014 COUNTY OF ALAMEDA 2239931 0 REIMBURSEMENT FOR CHARITABLE PROGRAMS OPERATED BY AHS 1 0 CANCER SERVICES - HOUSING SUPPORT 1 2833 SEXUAL ASSAULT SERVICES - HOUSING SUPPORT 2 2691 PART I, LINE 2: CERTAIN CHARITABLE PROGRAMS OPERATED BY AHS ARE FUNDED BY THE FOUNDATION. THE FOUNDATION REQUIRES RECORDS REGARDING THE COST AND NECESSARY MONETARY REQUIREMENTS OF THESE PROGRAMS PRIOR TO THE REIMBURSEMENT OF MONETARY AMOUNTS. X X X X 0 0 0 0 0 0 0 0 0 PRESTON S WALTON PRESIDENT 357500 0 0 0 0 0 17905 0 13402 0 388807 0 0 0 CHARLENE LOBO SORIANO VICE-PRESIDENT & CHIEF OF STAFF 212647 0 0 0 0 0 10669 0 1885 0 225201 0 0 0 AIMEE HOLLAND SR. DIRECTOR, PHILANTHROPY SERVICES 165229 0 0 0 0 0 7902 0 22285 0 195416 0 0 0 SUSAN THIEMANN DIRECTOR OF FINANCE & OPERATIONS 168289 0 0 0 0 0 8444 0 13402 0 190135 0 0 0 SVETLANA CHERCHES SR. DIRECTOR, PEOPLE OPERATIONS 137765 0 0 0 0 0 7350 0 29331 0 174446 0 0 0 VERA HANNUSH DIRECTOR OF PHILANTHROPY 148955 0 0 0 0 0 5473 0 19324 0 173752 0 0 0 X 1594 FAIR MARKET VALUE X 5898 FAIR MARKET VALUE X 8 3825 FAIR MARKET VALUE X CERTIFICATES-TICKETS 34 17436 FAIR MARKET VALUE X GIFT CARDS 7 1100 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) ON SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. THE FORM 990 IS THEN REVIEWED BY THE DIRECTOR OF FINANCE & OPERATIONS AND PRESIDENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, OFFICER, AND KEY EMPLOYEE OF THE FOUNDATION SIGNS AN ANNUAL DISCLOSURE AND COMPLIANCE STATEMENT WHICH: (I) AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY, AND (II) DISCLOSES THE PERSON'S FINANCIAL INTERESTS AND FAMILY RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. WHEN A POTENTIAL CONFLICT IS IDENTIFIED, THE BOARD SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS AND MAY DELEGATE INITIAL REVIEW AND RECOMMENDATION TO ITS BOARD GOVERNANCE/NOMINATING COMMITTEE AND/OR THE EXECUTIVE COMMITTEE. IF A DIRECTOR IS THE INDIVIDUAL WITH WHICH A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, THE DIRECTOR SHALL NOT PARTICIPATE IN DISCUSSION OR VOTE IN ANY MATTER RELATED TO THE TRANSACTION. THE BOARD OR DESIGNEE COMMITTEE MEMBERS MAY ASK QUESTIONS OF AND RECEIVE PRESENTATIONS FROM THE INDIVIDUALS WITH THE POTENTIAL CONFLICT OF INTEREST AND OTHER INTERESTED PERSONS. AFTER EXERCISING DUE DILIGENCE, WHICH MAY INCLUDE INVESTIGATING ALTERNATIVES THAT PRESENT NO CONFLICT, THE BOARD OR DESIGNEE COMMITTEE MEMBERS VOTE UPON THE MATTER, THE PROCEEDINGS OF WHICH ARE RECORDED IN THE MINUTES OF EACH BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY FOR THE PRESIDENT AS WELL AS OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE BOARD, WHO UTILIZES AN OUTSIDE THIRD-PARTY SALARY STUDY TO ASSURE THAT CURRENT SALARY MEETING CURRENT MARKET GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 790,068. MANAGEMENT AND GENERAL EXPENSES 449,027. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,239,095. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,738. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,738. FORM 990, PART XI, LINE 9: REVERSAL OF PRIOR YEAR CONTRIBUTION REVENUE -520,000.