Aliados Health

Nonprofit profile at a glance

EIN
943220029
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Petaluma, CA, USA
Phone
7077927900
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Health Program (Includes General Health and Wellness Promotion Services)

Official website

Reported finances

Revenue
$11,258,898
Expenses
$10,513,129
Assets
$8,799,925
Liabilities
$4,222,955

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • TRACY MENDEZ (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • DANIELLE ORYN (CMO/CMIO): $255,565 total reported compensation
  • TRACY MENDEZ (CHIEF EXECUTIVE OFFICER): $238,393 total reported compensation
  • LAURA ARNOLD (CHIEF ADMINISTRATIVE OFFICER): $174,335 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 76
  • Accountability: 100
  • Sustainability: 41
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.4%; rating input score 77
  • Program expense ratio: 82.5%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6.6%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 0.84; rating input score 30; 30th percentile among comparable filings
  • Liabilities to assets ratio: 0.48; rating input score 30; 30th percentile among comparable filings
  • Officer compensation ratio: 13.5%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: 10.7% per year; rating input score 100; 73rd percentile among comparable filings
  • Revenue growth: 11.7% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: 15.7% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 77.4% of revenue deployed · 82.5% of spending went to programs
  • Governance: 8 of 8 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $8.7M in reported program spending
  • Leadership: top reported pay $256K · 17 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $1M reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 7 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • Review — Sustainability: Operating margin scored 59/100.
  • High — Sustainability: Officer compensation ratio scored 11/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 30/100.