Alliance Healthcare Foundation logo

Alliance Healthcare Foundation

SAN DIEGO, CA EIN: 33-0340635 Website

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

**

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in San Diego County and Imperial County, California.

Grant Distribution by State

8states

Cities

AlpineAltadenaBrawleyCalexicoCardiffCarlsbadChula VistaDallasDavisDel MarDenverEl CajonEl CentroEncinitasEscondidoImperialImperial BeachKahuluiLa JollaLa Mesa

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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$6M$10M$13M201920202021202220232024
Metric202420232022
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

$0$930K$2M$3M$4M39 grants201945 grants202071 grants2021103 grants202277 grants202369 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PROJECT NEW VILLAGE$575KURBAN RESTORATION COUNSE…$500KIMPERIAL VALLEY WELLNESS…$175KMANA DE SAN DIEGO$100KIMPERIAL VALLEY WELLNESS…$80KINTERFAITH COMMUNITY SER…$39KCASA FAMILIAR$30KJEWISH FAMILY SERVICE$30KMENDING MATTERS$30KMONARCH SCHOOL PROJECT$30K

Grant Size Distribution

245 grants across all recorded years

204<$50K20$50–100K13$100–250K5$250–500K3$500K–1M$1–5M$5M+

Open Grants

2 open opportunities from Alliance Healthcare Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

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

SARAH LYMANEXECUTIVE DIRECTOR$282KELIZABETH DREICERTRUSTEE$21KKILLU SANBORNCHAIR$19KJULIE HOWELLTRUSTEE$19KDWIGHT SMITHTRUSTEE$18KJAMES BEAUBEAUXTRUSTEE$18KJEFFREY WILLMANNTRUSTEE$18KROB MCCRAYTRUSTEE$17KILENE KLEINTRUSTEE$17KATUL PATELTREASURER$17KDALE FLEMINGVICE CHAIR$16KJOE RAMSDELLTRUSTEE$16KRODNEY HOODSECRETARY$16K

From 2024 filing

NameTitleHoursCompensation
ALETHEA ARGUILEZTRUSTEE2
ARTHUR ROKECFO20
ATUL PATELTREASURER2$16,740
DALE FLEMINGVICE CHAIR2$16,400
DWIGHT SMITHTRUSTEE2$18,440
ELIZABETH DREICERTRUSTEE2$20,800
ILENE KLEINTRUSTEE2$17,240
JAMES BEAUBEAUXTRUSTEE2$18,000
JEFFREY WILLMANNTRUSTEE2$17,700
JOE RAMSDELLTRUSTEE2$16,400
JULIE HOWELLTRUSTEE2$18,960
KILLU SANBORNCHAIR2$19,440
ROB MCCRAYTRUSTEE2$17,480
RODNEY HOODSECRETARY2$16,000
SARAH LYMANEXECUTIVE DIRECTOR40$282,132

Recent News & Activity

Recent developments and announcements

2025

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 Foundation
2024

The 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 Foundation

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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