Alliance Healthcare Foundation
Alliance Healthcare Foundation is an independent foundation established in 1988 and converted to independent status in 1994 following the sale of Community Care Network, Inc. to Value Health. Headquartered in San Diego, California, the foundation operates as a private corporation with a mission to advance health and wellness for vulnerable populations in San Diego and Imperial counties.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$85.5M
+6.4% YoY
Annual Giving
$2.8M
+13.6% YoY
Grant Count
69
-10.4% YoY
Avg Grant Size
$41K
+26.8% YoY
Under IRS private-foundation payout rules, Alliance Healthcare Foundation reported a distributable amount of $3.7M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
Mission: To advance health and wellness for the most vulnerable in San Diego and Imperial counties.
Vision: A San Diego and Imperial County region where equitable health resources lead to universal health and well-being.
The foundation accomplishes its work through collaborative funding, impact investing, convening, and advocacy. It seeks to reduce costs, increase capacity, and improve quality in services and organizations that advance health and wellness.
Grantmaking
Fall and spring due dates apply. Applicants should consult the foundation's website for specific deadlines and requirements.
Grant Range
$25,000
Average Grant
$34,000
Review Cycle
and requirements.
How to Apply
**
Ready to take the next step with Alliance Healthcare Foundation?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in San Diego County and Imperial County, California.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $85.5M (as of most recent reporting)
- Annual Income: $21M
- Annual Revenue: $10.9M
- Asset Growth: Increased from $64M in 2010 to $80.3M in 2023
- Workforce: 12 employees
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $85,505,150 | $80,338,603 | $78,381,817 |
| Revenue | $7,881,188 | $4,766,855 | $4,767,949 |
| Expenses | $5,301,950 | $5,183,173 | $5,029,249 |
| Qualifying Distributions | $3,730,022 | $4,598,193 | $4,350,312 |
| Net Investment Income | $7,850,635 | $4,863,154 | $4,707,537 |
| Distributable Amount | $3,741,330 | $3,631,579 | $4,088,406 |
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
245 grants across all recorded years
Open Grants
2 open opportunities from Alliance Healthcare Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Project New Village ($575,000), Urban Restoration Counseling Center ($500,000), Imperial Valley Wellness Foundation ($175,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CASA FAMILIAR SAN YSIDRO, CA | FY22 MISSION SUPPORT GRANT (FISCAL SPONSOR FOR MARCH FOR BLACK WOMEN SAN DIEGO) (2ND YEAR PAYMENT) | $30,000 |
| CATALYST OF SAN DIEGO & IMPERIAL COUNTIES SAN DIEGO, CA | FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) | $25,000 |
| CENTER FOR COMMUNITY SOLUTIONS SAN DIEGO, CA | FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) | $25,000 |
| CHAMPIONS FOR HEALTH SAN DIEGO, CA | FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) | $25,000 |
| CHICANO FEDERATION OF SAN DIEGO COUNTY SAN DIEGO, CA | FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) | $25,000 |
| ENVIRONMENTAL HEALTH COALITION NATIONAL CITY, CA | TO SUPPORT ORGANIZATION'S MISSION STATEMENT | $25,000 |
| FIRST GEN SCHOLARS SAN DIEGO, CA | TO SUPPORT ORGANIZATION'S MISSION STATEMENT | $25,000 |
| HARMONIUM SAN DIEGO, CA | TO SUPPORT ORGANIZATION'S MISSION STATEMENT | $25,000 |
| HOME START INC SAN DIEGO, CA | FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) | $25,000 |
| IMPERIAL VALLEY WELLNESS FOUNDATION IMPERIAL, CA | 2022 IMPERIAL VALLEY MISSION SUPPORT GRANT | $80,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Sarah Lyman — Executive Director
- Arthur Roke — Chief Financial Officer and Chief Investment Officer
- Atul Patel — Treasurer and Chair of Finance and Impact Investment committees
- Erin Graham — Controller
The foundation is governed by 15 officers and trustees.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALETHEA ARGUILEZ | TRUSTEE | 2 | — |
| ARTHUR ROKE | CFO | 20 | — |
| ATUL PATEL | TREASURER | 2 | $16,740 |
| DALE FLEMING | VICE CHAIR | 2 | $16,400 |
| DWIGHT SMITH | TRUSTEE | 2 | $18,440 |
| ELIZABETH DREICER | TRUSTEE | 2 | $20,800 |
| ILENE KLEIN | TRUSTEE | 2 | $17,240 |
| JAMES BEAUBEAUX | TRUSTEE | 2 | $18,000 |
| JEFFREY WILLMANN | TRUSTEE | 2 | $17,700 |
| JOE RAMSDELL | TRUSTEE | 2 | $16,400 |
| JULIE HOWELL | TRUSTEE | 2 | $18,960 |
| KILLU SANBORN | CHAIR | 2 | $19,440 |
| ROB MCCRAY | TRUSTEE | 2 | $17,480 |
| RODNEY HOOD | SECRETARY | 2 | $16,000 |
| SARAH LYMAN | EXECUTIVE DIRECTOR | 40 | $282,132 |
Recent News & Activity
Recent developments and announcements
In January 2025, Alliance Healthcare Foundation announced an unprecedented transfer of wealth to Imperial Valley Wellness Foundation, reimagining its philanthropic giving approach.
2024 Mission Support Grantees Announced - Alliance Healthcare FoundationThe foundation announced 2024 Mission Support Grantees and continues to administer the i2 Challenge Grant program, with 2025 applications available.
2024 Mission Support Grantees Announced - Alliance Healthcare FoundationFrequently Asked Questions
What does Alliance Healthcare Foundation fund?
**Mission:** To advance health and wellness for the most vulnerable in San Diego and Imperial counties. **Vision:** A San Diego and Imperial County region where equitable health resources lead to universal health and well-being. The foundation accomplishes its work through collaborative funding, impact investing, convening, and advocacy. It seeks to reduce costs, increase capacity, and improve quality in services and organizations that advance health and wellness.
How do I apply for a grant from Alliance Healthcare Foundation?
**Grant Activity:** • Total grants made: 328 grants totaling $11.2M (based on available records from 2016–2023) • Median grant size: $25,000 • Average grant size: $34,000 • Grant range: Up to $500,000 • Supported organizations: 135 unique organizations • Geographic distribution: Primarily California and Michigan **Recent Grantmaking Trends:** • Highest grantmaking activity in 2022: $5M distributed across 206 grants • 2023 annual giving: $2.5M • 2020 annual giving: $3.7M **Application Process:**…
Where does Alliance Healthcare Foundation make grants?
The foundation primarily funds organizations in San Diego County and Imperial County, California.
What size grants does Alliance Healthcare Foundation award?
In 2024, Alliance Healthcare Foundation awarded 69 grants totaling $2.8M — an average of about $41K per grant, based on its IRS Form 990 filings.
How much is Alliance Healthcare Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Alliance Healthcare Foundation reported a distributable amount of $3.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
Explore Open Grants
Browse active grant opportunities in Alliance Healthcare Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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