Nonprofit · EIN 94-3220029
ALIADOS HEALTH
Tax-exempt · PETALUMA, CA 94954
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,258,898 | $10,513,129 | $745,769 | $8,799,925 | $4,222,955 | $4,576,970 |
| June 30, 2024 | 990 | $9,680,139 | $9,152,533 | $527,606 | $6,343,154 | $2,487,679 | $3,855,475 |
| June 30, 2023 | 990 | $8,737,994 | $8,677,852 | $60,142 | $5,157,311 | $1,873,440 | $3,283,871 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,672,596
- of which government grants
- $4,524,796
- Membership dues
- $169,619
- Program service revenue
- $2,437,066
- Investment income
- $149,236
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $892,523
- Other salaries and wages
- $3,087,496
- Salaries, compensation and benefits (total)
- $4,952,782
- Professional fundraising fees
- $0
- Legal fees
- $17,633
- Accounting fees
- $32,921
- Occupancy
- $206,319
- Depreciation
- $6,902
- Program services (functional)
- $8,675,399
- Management and general (functional)
- $1,837,730
Balance sheet and other
- Total assets, start of year
- $6,343,154
- Total assets, end of year
- $8,799,925
- Total liabilities, end of year
- $4,222,955
- Net assets, end of year
- $4,576,970
- Land, buildings and equipment
- $31,945
- Net assets without donor restrictions
- $4,576,970
- Gross receipts
- $11,258,898
- Employees
- 45
- Volunteers
- 8
- Year formed
- 1994
- State of legal domicile
- CA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIELLE ORYN | CMO/CMIO Officer | 40 | $228,897 | $26,668 |
| TRACY MENDEZ | CHIEF EXECUTIVE OFFICER Officer | 20 | $211,950 | $26,443 |
| LAURA ARNOLD | CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $149,631 | $24,704 |
| MICHELLE RUSSELL | CHIEF FINANCIAL OFFICER Officer | 20 | $149,622 | $20,504 |
| MICHELLE ROSASCHI | SENIOR DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $136,026 | $15,118 |
| COLLEEN PETERSON | SR. DIR. OF HEALTH INFORMATICS & IT Highest-paid employee | 40 | $112,695 | $30,936 |
| AMY ANDERSON | DIR. OF TRANSFORMATION INITIATVES Highest-paid employee | 40 | $115,102 | $28,414 |
| MAXIME PERREY | SR. DIR. OF POLICY & EXT. AFFAIRS Highest-paid employee | 40 | $124,074 | $13,684 |
| MARK SHOTWELL | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GABRIELA BERNAL-LEROI | BOARD VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DONNA WALDMAN | BOARD TRESURER Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINE NOGUERA | BOARD SECRETARY (UNTIL 11/2024) Trustee or director, Officer | 1 | $0 | $0 |
| JASON CUNNINGHAM | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ALICIA HARDY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANE GARCIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBBIE HOWELL | BOARD MEMBER Trustee or director | 2 | $0 |
| SUE LABBE | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALVARO FUENTES | CEO (THRU 12/2023) Officer | 20 | $277,735 | $13,310 |
| TRACY MENDEZ | CEO Officer | 20 | $170,129 | $19,886 |
| LAURA ARNOLD | SR DIR. OF HR AND COMPLIANCE Highest-paid employee | 40 | $129,697 | $22,118 |
| MICHELLE RUSSELL | SENIOR DIRECTOR OF FINANCE Highest-paid employee | 40 | $129,069 | $19,369 |
| MICHELLE ROSASCHI | SENIOR DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $127,794 | $14,084 |
| COLLEEN PETERSEN | DEPARTMENT DIR. HEALTH INFORMATICS Highest-paid employee | 40 | $106,858 | $26,010 |
| MAXIME PERREY | SR. DIR. OF POLICY AND EXTERNAL AFF. Highest-paid employee | 40 | $113,142 | $12,700 |
| DANIELLE ORYN | CHIEF MEDICAL OFFICER/CHIEF MEDICAL INFORMATION OF Officer | 40 | $109,815 | $9,311 |
| MARK SHOTWELL | VICE-CHAIR (THRU 12/2023) Trustee or director, Officer | 2 | $0 | $0 |
| GABRIELA BERNAL LEROI | BOARD VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINA NOGUERA | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DONNA WALDMAN | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHERYL JOHNSON | BOARD CHAIR (THRU 12/2023) Trustee or director, Officer | 1 | $0 | $0 |
| JANE GARCIA | BOARD SECRETARY (THRU 12/2023) Trustee or director, Officer | 1 | $0 | $0 |
| KATHIE POWELL | BOARD TREASURER (THRU 12/2023) Trustee or director, Officer | 1 | $0 | $0 |
| JASON CUNNINGHAM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SUE LABBE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALICIA HARDY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEBBIE HOWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELISSA MARSHALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID VLIET | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALVARO FUENTES | CEO Officer | 20 | $215,912 | $11,496 |
| MICHELLE RUSSELL | SENIOR DIRECTOR OF FINANCE Highest-paid employee | 40 | $123,084 | $24,207 |
| LAURA ARNOLD | SR DIR. OF HUMAN RESOURCES & COMPL. Highest-paid employee | 40 | $117,418 | $20,831 |
| COLLEEN PETERSON | DEPARTMENT DIRECTOR Highest-paid employee | 40 | $100,293 | $24,428 |
| MICHELLE ROSASCHI | SENIOR DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $107,538 | $12,707 |
| CHRIS KELSCH | BOARD CHAIR (UNTIL 1/1/23) Trustee or director, Officer | 2 | $0 | $0 |
| KATHIE POWELL | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ALICIA HARDY | BOARD VICE CHAIR (UNTIL 1/1/23) Trustee or director, Officer | 1 | $0 | $0 |
| JANE GARCIA | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DONNA WALDMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MITESH POPAT | BOARD MEMBER (UNTIL 1/1/23) Trustee or director | 1 | $0 | $0 |
| MELISSA MARSHALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHERYL JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JASON CUNNINGHAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTINE NOGUERA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID VILET | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1310 REDWOOD WAY STE 135, PETALUMA, CA 94954-6514
- In care of
- % HEIDI BURWELL
- Principal officer (990 for 2024)
- TRACY MENDEZ, 1310 REDWOOD WAY 135, PETALUMA, CA 94954
- Signed the 990
- TRACY MENDEZ, CEO
- Phone
- (707) 792-7900
- Website
- WWW.ALIADOSHEALTH.ORG
- Return prepared by
- WINDES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3220029 or by the name ALIADOS HEALTH.
- 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)
Mission
SEE SCHEDULE O.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.
Program accomplishments
- 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.Expenses $8,675,399 · revenue $2,437,066
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3220029
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E70)
- Assets (IRS master file)
- $8,799,925
- Income (IRS master file)
- $11,258,898
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,258,898 | $10,513,129 | $8,799,925 | XML |
| 990 | June 2024 | $9,680,139 | $9,152,533 | $6,343,154 | XML |
| 990 | June 2023 | $8,737,994 | $8,677,852 | $5,157,311 | XML |
| 990 | June 2022 | $8,183,641 | $6,971,459 | $5,397,777 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | 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 94-3220029).
Questions about ALIADOS HEALTH
- What is the EIN of ALIADOS HEALTH?
- The employer identification number (EIN) of ALIADOS HEALTH is 94-3220029.
- Is ALIADOS HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ALIADOS HEALTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALIADOS HEALTH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALIADOS HEALTH 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 ALIADOS HEALTH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ALIADOS HEALTH?
- The 990 for the year ended June 30, 2025 names TRACY MENDEZ.
- Who are the officers and directors of ALIADOS HEALTH?
- The 990 for the year ended June 30, 2025 lists 17 people; 8 received compensation from the organization, the highest $228,897 (DANIELLE ORYN, CMO/CMIO).
- How much revenue does ALIADOS HEALTH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,258,898, expenses of $10,513,129 and total assets of $8,799,925 at year end.
Other nonprofits in PETALUMA
- PETALUMA HEALTH CENTER EIN 68-0437840 · last filed 990 for 2025
- ALIADOS HEALTH NETWORK EIN 32-0230954 · last filed 990 for 2025
- SENIOR ADVOCACY SERVICES EIN 94-2684774 · last filed 990 for 2025
- GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER INC EIN 68-0404917 · last filed 990 for 2025
- HEALTHY PETALUMA FOUNDATION EIN 88-0631005 · last filed 990 for 2025
- DRIVER REHABILITATION INSTITUTE EIN 84-2116219 · last filed 990 for 2025
- GATHERING THYME SCHOOL OF WESTERN HERBALISM FISCALLY SPONSORED BY MA EIN 86-1297004 · last filed 990-EZ for 2024
- SONOMA COAST TRAUMA TREATMENT EIN 45-1520865 · last filed 990-N for 2025