Affinity Legacy Inc
THE MISSION OF AFFINITY LEGACY, INC., F/K/A AFFINITY HEALTH PLAN (AFFINITY), IS TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN THE COMMUNITIES WE SERVE.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$60.9M
-32.8% YoY
Annual Giving
$45.5M
+141.3% YoY
Grant Count
53
-39.8% YoY
Avg Grant Size
$858K
+300.7% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $60,898,886 | $90,656,064 | $104,244,580 |
| Revenue | $17,361,175 | $6,510,173 | $1,879,919 |
| Expenses | $46,917,136 | $20,746,074 | $6,745,121 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $17,359,593 | $6,510,173 | $356,942 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
146 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Affinity Legacy Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PALOMA IZQUIERDO-HERNANDEZ | CHAIR | 1 | $25,000 |
| LYNN SHERMAN | TREASURER | 1 | $23,000 |
| LINDA MULLER | SECRETARY | 1 | $16,000 |
| YVETTE WALKER MD | TRUSTEE | 1 | $22,000 |
| NANETTE FALKENBERG | TRUSTEE | 1 | $24,000 |
| JUDITH FAIRWEATHER | TRUSTEE | 1 | $24,000 |
| VERONA GREENLAND | TRUSTEE | 1 | $17,000 |
| BRIAN MCINDOE | TRUSTEE | 1 | $15,000 |
| CLARA MERCEDES HANSEN | EXECUTIVE DIRECTOR | 40 | $355,950 |
| RACHEL AMALFITANO | CFO/CONSULTANT | 10 | $144,000 |
| JOHN SARDELIS | FORMER TRUSTEE | — | $25,000 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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