Alliance Healthcare Foundation
Alliance Healthcare Foundation is a private foundation based in San Diego, California. It supports efforts to advance health and wellness for people facing significant barriers to better health, with work focused on San Diego and Imperial counties.
Alliance Healthcare Foundation at a glance
In short: Alliance Healthcare Foundation gave $9.4M across 86 grants in 2025 (avg $110K), mostly in California. 34% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,431,490
- +232.6% vs 2024
- Grants made (2025)
- 86
- +24.6% vs 2024
- Average grant
- $109,668
- +166.8% vs 2024
- Median grant
- $25,000
- Total assets
- $82,366,225
- -3.7% vs 2024
- New grantees (estimate)
- 34% first-time grantees (23 of 67, 2025)
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Alliance Healthcare Foundation
- How to Apply
-
The foundation’s 2023 filing says applicants should provide a letter of intent detailing the project, rationale, and budget, along with a copy of the IRS tax-exempt status determination letter. After review, applicants may be required to submit a full proposal and supporting documentation. The filing says the foundation does not restrict giving to preselected organizations. It also lists limits on funding for research, lobbying, and project continuation. These filing instructions do not establish the current process for each program.
- Review Cycle
- The 2023 filing lists fall and spring due dates and directs applicants to the foundation’s website for details. The 2024 Mission Support application cycle listed on the website closed September 15, 2023; that cycle is past.
- Deadline
- The 2023 filing lists fall and spring due dates and directs applicants to the foundation’s website for details.
- Contact
Application contact: Arthur Roke
Mailing address: 5060 Shoreham Place Suite 350, San Diego, CA 92122
Phone: (858) 678-0974
Website: https://alliancehf.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
3 open opportunities from Alliance Healthcare Foundation
Alliance Healthcare Foundation Mission Support Grants
Alliance Healthcare Foundation
Amount
$25,000–$100,000
Deadline
Deadline not published
i2 Innovation Initiative Grant
Alliance Healthcare Foundation
Amount
Varies
Deadline
Deadline not published
Mission Support Grants
Alliance Healthcare Foundation
Amount
US $25,000 - US $300,000
Deadline
Deadline not published
Who Alliance Healthcare Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Imperial Valley Wellness Fund ($7.5M). Together the top 10 received $8.3M.
Grant Size Distribution
406 grants across all recorded years
The most common grant size was under $50K: 358 grants of 406 (88%).
Geographic Focus
Where this funder awards grants
The foundation’s website says its grants generally benefit vulnerable populations in San Diego and/or Imperial counties, and that an applicant’s headquarters need not be in either county. It notes that some project benefits have extended beyond the region. In filing year 2025, all reported grant dollars went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 86 itemized grants.
Cities
Is Alliance Healthcare Foundation open to new grantees?
34%
first-time grantees, 2025
In 2025, 23 of 67 grantees (34%) were first-time recipients. First grants averaged $340K; repeat grants $37K. How we count
Medians: $5K first-time, $25K repeat.
- 63% of 2025 grantees were also funded in 2024. Method
- Giving grew 281% from 2022 to 2025. Method
- In 2025 it paid out 315% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2.5M (2022) to $9.4M (2025). In 2025 it made 86 grants totaling $9.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Imperial Valley Wellness Fund Imperial, CA | Strategic grant - imperial valley wellnes fund endowment transfer | $7,500,000 |
| Urban Restoration Counseling Center San Diego, CA | 2022 I2 Milestone Grant Tranche #4 (Final) | $170,000 |
| PROMISES2KIDS Foundation San Diego, CA | Strategic Grant - Economic Mobility & Security | $105,000 |
| CASA Familiar San Ysidro, CA | Capacity Building Grant | $75,000 |
| Catalyst of San Diego & Imperial Counties San Diego, CA | Capacity Building Grant | $75,000 |
| County of San Diego - Live Well Advance San Diego, CA | LWA Sponsorship | $55,396 |
| San Diego Organizing Project San Diego, CA | Responsive Grant | $50,000 |
| Youth Empowerments Finest San Diego, CA | Responsive Grant - Partially Recoverable Grant | $50,000 |
| University of San Diego San Diego, CA | Capacity Building Grant | $50,000 |
| Jewish Family Service San Diego, CA | Capacity Building Grant | $40,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $82,366,225 | $6,232,019 | $12,173,286 | $9,431,490 | 86 | $12,397,732 | $6,239,587 | $3,931,074 |
| 2024 | $85,505,150 | $7,881,188 | $5,301,950 | $2,835,774 | 69 | $3,730,022 | $7,850,635 | $3,741,330 |
| 2023 | $80,338,603 | $4,766,855 | $5,183,173 | $2,495,220 | 77 | $4,598,193 | $4,863,154 | $3,631,579 |
| 2022 | $78,381,817 | $4,767,949 | $5,029,249 | $2,476,000 | 103 | $4,350,312 | $4,707,537 | $4,088,406 |
| 2021 | $88,188,611 | $11,189,506 | $4,658,708 | $2,484,164 | 71 | — | $11,726,206 | $3,772,598 |
| 2020 | $76,256,321 | $5,464,577 | $6,076,085 | $3,721,045 | 45 | — | $6,341,580 | $3,747,633 |
| 2019 | $80,485,669 | $4,144,624 | $4,222,018 | $2,604,088 | 39 | — | $5,036,192 | $3,726,887 |
Under IRS private-foundation payout rules, Alliance Healthcare Foundation reported a distributable amount of $3.9M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s stated mission is to advance health and wellness for vulnerable populations in San Diego through a health equity lens. Its website also describes work in San Diego and Imperial counties through collaborative funding, convening, and advocacy.
Its grants have supported organizations with varied missions. For example, Urban Restoration Counselling describes its work as providing affordable outpatient counseling to people from disenfranchised communities; Promises2Kids Foundation says it creates a brighter future for foster children; and Casa Familiar says it works to improve quality of life in underserved and underrepresented communities. These are the grantees’ descriptions of their own work.
Grantmaking
In filing year 2025, the foundation reported 86 grants totaling $9,431,490. Grant amounts ranged from $400 to $7,500,000, with a median of $25,000. The largest award was a $7.5 million strategic grant to Imperial Valley Wellness Fund for an endowment transfer. Other notable awards included $170,000 to Urban Restoration Counseling Center for a milestone grant tranche, $105,000 to Promises2Kids Foundation for economic mobility and security, and $75,000 each to Casa Familiar and Catalyst of San Diego & Imperial Counties for capacity building.
Mission Support has typically provided unrestricted grants of $25,000 to $35,000 per year for three years. The foundation’s website says the program moved away from a traditional open application cycle in 2026 and is transitioning to a rolling cohort model beginning with the 2027 cohort. The i2 Innovation Initiative is described as currently open; the available program information identifies it as venture philanthropy seeking market-based or transformational systems-change solutions.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Dale Fleming as chair, Ilene Klein as vice chair, Atul Patel as treasurer, and Arthur Roke as CFO and CIO. Listed trustees are Alethea Arguillez, Dwight Smith, Elizabeth Dreicer, James Beaub eaux, Jeffrey Willmann, and Joe Ramsdell.
Alliance Healthcare Foundation is led by Sarah Lyman, Executive Director on every filing since 2020; 14 of 15 officers listed in 2025 are compensated.
Officers on the 2025 filing
Sarah Lyman
Executive Director
On filings since 2020
40 hrs/week
$263K (2020) → $287K (2025)
Dale Fleming
Chair
Trustee → Vice Chair, 2024
Vice Chair → Chair, 2025
On filings since 2022
2 hrs/week
$8K (2022) → $16K (2025)
Dwight Smith
Trustee
Secretary → Vice Chair, 2022
Vice Chair → Trustee, 2024
On filings since 2019
2 hrs/week
$24K (2019) → $17K (2025)
Elizabeth Dreicer
Trustee
Interim Executive Director → Trustee, 2020
On filings since 2019
2 hrs/week
$29K (2020) → $20K (2025)
Jeffrey Willmann
Trustee
On filings since 2019
2 hrs/week
$14K (2019) → $14K (2025)
Joe Ramsdell
Trustee
Interim Chair → Trustee, 2020
On filings since 2019
2 hrs/week
$30K (2019) → $15K (2025)
Julie Howell
Trustee
On filings since 2019
2 hrs/week
$8K (2019) → $18K (2025)
Killu Sanborn
Trustee
Vice Chair → Chair, 2022
Chair → Trustee, 2025
On filings since 2019
2 hrs/week
$13K (2019) → $18K (2025)
Rob McCray
Trustee
On filings since 2019
2 hrs/week
$23K (2019) → $17K (2025)
Alethea Arguilez
Trustee
On filings since 2022
2 hrs/week
$5K (2022) → $0 (2025)
James Beaubeaux
Trustee
On filings since 2022
2 hrs/week
$12K (2022) → $16K (2025)
Atul Patel
Treasurer
On filings since 2019
2 hrs/week
$20K (2019) → $19K (2025)
Rodney Hood
Secretary
Trustee → Secretary, 2022
On filings since 2019
2 hrs/week
$14K (2019) → $17K (2025)
Arthur Roke
CFO & CIO
CFO → CFO & CIO, 2025
On filings since 2020
20 hrs/week
$78K (2020) → $123K (2025)
Ilene Klein
Vice Chair
Trustee → Vice Chair, 2025
On filings since 2020
2 hrs/week
$9K (2020) → $15K (2025)
Former officers (3)
- Former: Donald Jones (2019–2022) — Chair
- Former: Rosemarie Johnson (2019–2022) — Trustee
- Former: Erin McNamara (2019) — Interim CFO
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $287K, to Sarah Lyman (Executive Director). 14 officers or directors reported compensation on that filing.
Frequently asked questions about Alliance Healthcare Foundation
How much does Alliance Healthcare Foundation give each year?
Alliance Healthcare Foundation gave $9.4M across 86 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.8M across 69 grants.
What is Alliance Healthcare Foundation's typical grant size?
Alliance Healthcare Foundation's median grant in 2025 was $25,000, and its average grant was $109,668, across 86 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Alliance Healthcare Foundation that year got $340K on average.
Where does Alliance Healthcare Foundation give grants?
Alliance Healthcare Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Diego, CA (61 grants), National City, CA (5 grants), Chula Vista, CA (4 grants) and San Ysidro, CA (3 grants).
Does Alliance Healthcare Foundation give general operating support?
Not in 2025: none of the 86 grants with a stated purpose on Alliance Healthcare Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "FY25 Mission Support Grant (2ND Year Payment)" (32 grants), "2025 I2 Phase 2 Stipend Grant" (10 grants) and "Capacity Building Grant" (7 grants).
Who are Alliance Healthcare Foundation's largest grantees?
Alliance Healthcare Foundation's largest 2025 grantees include Imperial Valley Wellness Fund ($7,500,000), Urban Restoration Counseling Center ($170,000) and PROMISES2KIDS Foundation ($135,000 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.
How large is Alliance Healthcare Foundation?
Alliance Healthcare Foundation reported $82.4M in total assets on its 2025 IRS Form 990-PF. It paid out $12.4M in qualifying distributions that year, against a required minimum of $3.9M (roughly 5% of its investment assets).
What does Alliance Healthcare Foundation fund?
The foundation’s stated mission is to advance health and wellness for vulnerable populations in San Diego through a health equity lens. Its website also describes work in San Diego and Imperial counties through collaborative funding, convening, and advocacy. See mission & focus areas ↑
How do I apply for a grant from Alliance Healthcare Foundation?
The foundation’s 2023 filing says applicants should provide a letter of intent detailing the project, rationale, and budget, along with a copy of the IRS tax-exempt status determination letter. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Alliance Healthcare Foundation's EIN?
Alliance Healthcare Foundation's EIN (Employer Identification Number) is 33-0340635. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 30, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 29, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 12, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Alliance Healthcare Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Alliance Healthcare Foundation funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/alliance-healthcare-foundation-morg_dc6cb8ecf8d0467c811651af386840ff
BibTeX
@misc{grantable_330340635_2026,
author = {{Grantable}},
title = {{Alliance Healthcare Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/alliance-healthcare-foundation-morg_dc6cb8ecf8d0467c811651af386840ff},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Alliance Healthcare Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Alliance Healthcare Foundation down — hundreds of funders to go?