HOME ASSIST HEALTH INC

EIN: 464337829 501(c)(3) Health Care

PHOENIX, AZ

Total Revenue
$14,245,281
Total Expenses
$13,784,455
Total Assets
$8,562,861
Net Assets
$7,011,751
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
AZ
Principal Officer
SARA WILSON
Phone
6027957620
Tax Period
2024-07-01 to 2025-06-30

HOME ASSIST HEALTH INC, founded in 2013, is a mid-sized nonprofit in the Health Care sector that reported $14.2M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $13.8M left a modest 3% surplus.

Mission

PROVIDING NON-SKILLED PERSONAL CARE SERVICES TO MEDICALLY UNDERSERVED PERSONS WHO RESIDE PRIMARILY IN MARICOPA COUNTY BUT ALSO OTHER STATE OF ARIZONA RESIDENTS. THE ORGANIZATION ALSO PROVIDES TRAINING TO THE PUBLIC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,427,338
Program Service Revenue $12,631,826
Investment Income $180,052
Other Revenue $6,065
TOTAL REVENUE $14,245,281

Expense Breakdown

Grants Paid $0
Salaries & Benefits $12,637,513
Fundraising Expenses $0
Program Expenses $11,576,706
Other Expenses $1,146,942
TOTAL EXPENSES $13,784,455

Year-over-Year Comparison

2024 2023 Change
Revenue $14,245,281 $15,489,627 -0.1%
Expenses $13,784,455 $12,678,152 +0.1%
Net Income $460,826 $2,811,475 -0.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
4
Employees
646
Volunteers
5

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$213,090
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHERRY STOTLER BOARD PRESIDENT (THRU FEB 2025) 0.50
Officer Director
$0 $0 $0
TINA RENEE CLARKE BOARD PRESIDENT 0.50
Officer Director
$0 $0 $0
IJANA HARRIS SECRETARY 0.50
Officer Director
$0 $0 $0
CLAIRE AGNEW TREASURER 0.50
Officer Director
$0 $0 $0
MICHELLE BARKER DIRECTOR 0.50
Director
$0 $0 $0
SARA WILSON PRESIDENT/ CEO 40.00
Officer
$212,850 $240 $213,090
MATTHEW BROSIUS VICE PRESIDENT OF FINANCE 40.00
Highest
$117,766 $10,523 $128,289
PATRICIA M CORDOVA VICE PRESIDENT OF COMPLIANCE 40.00
Highest
$113,036 $10,877 $123,913
CHESARE L ESPINOSA EXECUTIVE DIRECTOR, HCBS 40.00
Highest
$100,613 $3,281 $103,894
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $14,245,281 $13,784,455 $8,562,861 $460,826
2024 $15,489,627 $12,678,152 $9,272,696 $2,811,475
2023 $11,611,522 $11,329,896 $6,834,351 $281,626
2022 $11,544,700 $9,316,169 $6,424,414 $2,228,531
2021 $10,547,462 $10,727,160 $4,783,537 $-179,698
2020 $10,495,988 $10,140,762 $3,112,029 $355,226
2019 $10,737,860 $10,251,851 $2,810,968 $486,009
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