Nonprofit · EIN 33-0340635
ALLIANCE HEALTHCARE FOUNDATION
Tax-exempt · SAN DIEGO, CA 92122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $6,232,019 | $12,173,286 | -$5,941,267 | $82,366,225 | $1,331,084 | $81,035,141 |
| June 30, 2024 | 990-PF | $7,881,188 | $5,301,950 | $2,579,238 | $85,505,150 | $1,487,072 | $84,018,078 |
| June 30, 2023 | 990-PF | $4,766,855 | $5,183,173 | -$416,318 | $80,338,603 | $608,630 | $79,729,973 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $1,811,356
- Net gain from sales of assets
- $4,413,163
- Other income
- $7,500
Expenses
- Grants and similar amounts paid
- $9,401,490
- Compensation of officers, directors and key employees
- $620,601
- Salaries, compensation and benefits (total)
- $949,817
- Disbursements for charitable purposes
- $11,467,366
- Excise tax on investment income
- $86,730
Balance sheet and other
- Total assets, start of year
- $85,505,150
- Total assets, end of year
- $82,366,225
- Total liabilities, end of year
- $1,331,084
- Net assets, end of year
- $81,035,141
- Fair market value of assets
- $82,366,225
- Qualifying distributions
- $12,397,732
- Net investment income
- $6,489,211
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH LYMAN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | EXECUTIVE DIRECTOR | 40 | $287,179 |
| SARAH LYMAN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $287,179 |
| BARBARA OROZCO-VALDIVIA 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | VICE PRESIDENT, PROG Highest-paid employee | 40 | $199,262 |
| KAREN WINSTON 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | COMMUNICATIONS DIREC Highest-paid employee | 40 | $168,778 |
| ERIN GRAHAM 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CONTROLLER Highest-paid employee | 40 | $154,603 |
| ARTHUR ROKE 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CFO, CIO | 20 | $123,224 |
| ARTHUR ROKE 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CFO, CIO Highest-paid employee | 20 | $123,224 |
| ELIZABETH DREICER 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $19,600 |
| ATUL PATEL 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TREASURER | 2 | $18,920 |
| KILLU SANBORN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $18,160 |
| JULIE HOWELL 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $18,040 |
| ROB MCCRAY 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $16,960 |
| DWIGHT SMITH 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $16,900 |
| RODNEY HOOD 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | SECRETARY | 2 | $16,800 |
| JAMES BEAUBEAUX 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $16,000 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DALE FLEMING 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CHAIR | 2 | $15,640 |
| JOE RAMSDELL 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $15,200 |
| ILENE KLEIN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | VICE CHAIR | 2 | $14,800 |
| JEFFREY WILLMANN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $14,320 |
| ALETHEA ARGUILEZ 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH LYMAN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | EXECUTIVE DIRECTOR | 40 | $282,132 |
| SARAH LYMAN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $282,132 |
| BARBARA OROZCO-VALDIVIA 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | VICE PRESIDENT, PROG Highest-paid employee | 40 | $212,158 |
| KAREN WINSTON 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | COMMUNICATIONS DIREC Highest-paid employee | 40 | $168,513 |
| ERIN GRAHAM 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CONTROLLER Highest-paid employee | 40 | $153,014 |
| ARTHUR ROKE 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CFO, CIO Highest-paid employee | 20 | $127,208 |
| ELIZABETH DREICER 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $20,800 |
| KILLU SANBORN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CHAIR | 2 | $19,440 |
| JULIE HOWELL 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $18,960 |
| DWIGHT SMITH 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $18,440 |
| JAMES BEAUBEAUX 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $18,000 |
| JEFFREY WILLMANN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $17,700 |
| ROB MCCRAY 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $17,480 |
| ILENE KLEIN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $17,240 |
| ATUL PATEL 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TREASURER | 2 | $16,740 |
| DALE FLEMING 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | VICE CHAIR | 2 | $16,400 |
| JOE RAMSDELL 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $16,400 |
| RODNEY HOOD 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | SECRETARY | 2 | $16,000 |
| ALETHEA ARGUILEZ 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $0 |
| ARTHUR ROKE 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CFO | 20 | $0 |
990-PF for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH LYMAN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | EXECUTIVE DIRECTOR | 40 | $271,719 |
| BRYAN FISHER 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CHIEF OF STAFF Highest-paid employee | 40 | $167,240 |
| BARBARA OROZCO-VALDIVIA 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | SENIOR DIRECTOR OF S Highest-paid employee | 40 | $166,556 |
| KAREN WINSTON 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | COMMUNICATIONS DIREC Highest-paid employee | 40 | $154,970 |
| ERIN GRAHAM 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CONTROLLER Highest-paid employee | 40 | $154,842 |
| ARTHUR ROKE 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CFO | 20 | $122,021 |
| JULIE HOWELL 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $23,020 |
| ELIZABETH DREICER 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $22,000 |
| KILLU SANBORN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | CHAIR | 2 | $21,100 |
| DWIGHT SMITH 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | VICE CHAIR | 2 | $20,440 |
| ROB MCCRAY 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $19,080 |
| ILENE KLEIN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $18,840 |
| RODNEY HOOD 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | SECRETARY | 2 | $18,800 |
| ATUL PATEL 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TREASURER | 2 | $18,680 |
| JOE RAMSDELL 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $18,400 |
| DALE FLEMING 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $17,600 |
| JAMES BEAUBEAUX 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $17,600 |
| JEFFREY WILLMANN 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $16,780 |
| ALETHEA ARGUILEZ 5060 SHOREHAM PLACE SUITE 350, SAN DIEGO, CA 92122 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5060 SHOREHAM PL STE 350, SAN DIEGO, CA 92122-5977
- In care of
- %
- Signed the 990-PF
- ARTHUR ROKE, CFO
- Phone
- (858) 678-0974
- Website
- WWW.ALLIANCEHF.ORG
- Return prepared by
- CONSIDINE & CONSIDINE
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0340635 or by the name ALLIANCE HEALTHCARE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-0340635
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $82,366,225
- Income (IRS master file)
- $44,027,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $6,232,019 | $12,173,286 | $82,366,225 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $7,881,188 | $5,301,950 | $85,505,150 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $4,766,855 | $5,183,173 | $80,338,603 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0340635).
Questions about ALLIANCE HEALTHCARE FOUNDATION
- What is the EIN of ALLIANCE HEALTHCARE FOUNDATION?
- The employer identification number (EIN) of ALLIANCE HEALTHCARE FOUNDATION is 33-0340635.
- Is ALLIANCE HEALTHCARE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to ALLIANCE HEALTHCARE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALLIANCE HEALTHCARE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALLIANCE HEALTHCARE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLIANCE HEALTHCARE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ALLIANCE HEALTHCARE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 20 people; 19 received compensation from the organization, the highest $287,179 (SARAH LYMAN, EXECUTIVE DIRECTOR).
- How much revenue does ALLIANCE HEALTHCARE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,232,019, expenses of $12,173,286 and total assets of $82,366,225 at year end.
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