VITALYST HEALTH FOUNDATION

EIN: 860097240 501(c)(3) Health Care

PHOENIX, AZ

Total Revenue
$37,155,675
Total Expenses
$6,694,702
Total Assets
$148,356,332
Net Assets
$144,881,703
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1908
Legal Domicile
AZ
Principal Officer
SUSAN PEPIN
Phone
6023856505
Tax Period
2024-07-01 to 2025-06-30

VITALYST HEALTH FOUNDATION, founded in 1908, is a mid-sized nonprofit in the Health Care sector that reported $37.2M in total revenue in fiscal year 2024. Revenue surged 257% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30.5M, a strong 82% operating margin.

Mission

TO CONNECT, SUPPORT AND INFORM EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS AND COMMUNITIES IN ARIZONA.

Program Service Accomplishments

Program 1
Expenses: $3,241,097

CONTRIBUTIONS (GRANTS) TO HEALTH CARE RELATED ORGANIZATIONS: VITALYST PROVIDES GRANTS TO COMMUNITY ORGANIZATIONS THROUGH THE FOLLOWING TIERED GRANT PROCESSES: SPARK GRANTS ARE PLANNING GRANTS TO...

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CONTRIBUTIONS (GRANTS) TO HEALTH CARE RELATED ORGANIZATIONS: VITALYST PROVIDES GRANTS TO COMMUNITY ORGANIZATIONS THROUGH THE FOLLOWING TIERED GRANT PROCESSES: SPARK GRANTS ARE PLANNING GRANTS TO SUPPORT COLLABORATIONS IN THEIR INITIAL JOURNEY TO ADDRESS SYSTEMIC CHANGE AND ARE FUNDED FOR ONE YEAR AT $10,000 TO $25,000.SYSTEMS CHANGE GRANTS ARE THE SECOND-TIER LARGER GRANTS INVESTING IN CATALYTIC COLLABORATIVE WORK THAT TRANSFORMS SYSTEMS TO IMPROVE THE HEALTH OF OUR COMMUNITIES. SYSTEMS CHANGE GRANTS ARE BETWEEN $150,000 TO $175,000 OVER THREE YEARS. THE PRIMARY GOAL OF BOTH PROCESSES IS TO SUPPORT COLLABORATIVE PROJECTS THAT ARE IMPROVING THE HEALTH OF ARIZONANS BY MAKING SYSTEMS MORE EFFECTIVE, EQUITABLE, AND SUSTAINABLE.VITALYST ALSO MAKES TARGETED INVESTMENTS THAT ADVANCE ITS CURRENT INITIATIVES THROUGH COMPILING AND DISAGGREGATING DATA TO INFORM STATEWIDE POLICY DECISIONS. THIS INCLUDES SUPPORTING OUTREACH AND ENROLLMENT INTO THE HEALTH INSURANCE MARKETPLACE, AHCCCS (ARIZONA'S MEDICAID PROGRAM) AND THE CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP). AS DATA CONTINUES TO DEMONSTRATE THE SIGNIFICANT IMPACT OF SOCIAL DETERMINANTS ON HEALTH OUTCOMES, VITALYST HAS GROWN ITS WORK IN HEALTHY COMMUNITIES INCLUDING DEDICATED INVESTMENTS TO SUPPORT AFFORDABLE QUALITY HOUSING, EQUITABLE FOOD SYSTEMS, AND BUILDING SOCIAL AND CULTURAL COHESION THROUGH CIVIC HEALTH.

Program 2
Expenses: $990,817

BUILDING STRONG PARTNERS TO ADVANCE HEALTH EQUITY: TO ADVANCE HEALTH EQUITY IN ARIZONA, PARTNER ORGANIZATIONS AND COALITIONS MUST BE STRONG AND RESILIENT. VITALYST SUPPORTS STRATEGIC PARTNERS, SO...

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BUILDING STRONG PARTNERS TO ADVANCE HEALTH EQUITY: TO ADVANCE HEALTH EQUITY IN ARIZONA, PARTNER ORGANIZATIONS AND COALITIONS MUST BE STRONG AND RESILIENT. VITALYST SUPPORTS STRATEGIC PARTNERS, SO THEY HAVE THE RESOURCES NECESSARY TO ACHIEVE THEIR OBJECTIVES. WHEN NONPROFIT PARTNERS HAVE THE INFRASTRUCTURE IN PLACE TO ENSURE PROGRAMMATIC GOALS, THEY CAN FOCUS RESOURCES AND ATTENTION ON TRANSFORMING COMMUNITIES.

Program 3
Expenses: $756,332

INFORM DECISION MAKERS ON ISSUES TO PRIORITIZE COMMUNITY HEALTH AND WELL-BEING: VITALYST BELIEVES INFORMED DECISION-MAKERS PRIORITIZE COMMUNITY HEALTH AND WELL-BEING. HEALTHY COMMUNITIES ARE CREATED...

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INFORM DECISION MAKERS ON ISSUES TO PRIORITIZE COMMUNITY HEALTH AND WELL-BEING: VITALYST BELIEVES INFORMED DECISION-MAKERS PRIORITIZE COMMUNITY HEALTH AND WELL-BEING. HEALTHY COMMUNITIES ARE CREATED WHEN DECISION-MAKERS CHAMPION PROVEN SOLUTIONS THAT ARE CRAFTED THROUGH LOCAL INSIGHTS. BY BRINGING TOGETHER LOCAL NONPROFIT ADVOCATES FOCUSED ON HEALTH POLICY AND INFORMING DECISION-MAKERS AT ALL LEVELS OF GOVERNMENT, VITALYST USES ITS NETWORK TO LEVERAGE THE POWER OF DIVERSE, INFORMED PERSPECTIVES. THIS ALLOWS VITALYST AND ITS PARTNERS TO INFLUENCE AND ADVANCE DECISIONS THAT VALUE COMMUNITY HEALTH.

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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 $148,194
Program Service Revenue $0
Investment Income $37,007,481
Other Revenue $0
TOTAL REVENUE $37,155,675

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,759,780
Fundraising Expenses $0
Program Expenses $5,280,312
Other Expenses $4,934,922
TOTAL EXPENSES $6,694,702

Year-over-Year Comparison

2024 2023 Change
Revenue $37,155,675 $10,410,688 +2.6%
Expenses $6,694,702 $8,679,843 -0.2%
Net Income $30,460,973 $1,730,845 +16.6%
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

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Governance

Voting Members
19
Independent Members
18
Employees
19
Volunteers
18

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
6
$648,091
Total Directors
19
$375,289
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUZANNE PFISTER CEO 40.00
Officer Director
$334,237 $41,052 $375,289
SUSAN PEPIN CHAIR 1.00
Officer Director
$0 $0 $0
SIMAN QAASIM VICE CHAIR 1.00
Officer Director
$0 $0 $0
ANN-MARIE ALAMEDDIN SECRETARY 1.00
Officer Director
$0 $0 $0
AIDAN MCSHEFFREY TREASURER 1.00
Officer Director
$0 $0 $0
WENDY ARMENDARIZ TRUSTEE 1.00
Director
$0 $0 $0
DAVE CASTILLO TRUSTEE 1.00
Director
$0 $0 $0
NATHAN DELAFIELD TRUSTEE 1.00
Director
$0 $0 $0
DEDE YAZZIE DEVINE TRUSTEE 1.00
Director
$0 $0 $0
MILTON DOHONEY JR TRUSTEE 1.00
Director
$0 $0 $0
TAD GARY TRUSTEE 1.00
Director
$0 $0 $0
WILL HUMBLE TRUSTEE 1.00
Director
$0 $0 $0
CANDIDA HUNTER TRUSTEE 1.00
Director
$0 $0 $0
MEGAN JEHN TRUSTEE 1.00
Director
$0 $0 $0
MARIA MANRIQUEZ TRUSTEE 1.00
Director
$0 $0 $0
KAREN PETERS TRUSTEE 1.00
Director
$0 $0 $0
JOSHUA PETERSON TRUSTEE 1.00
Director
$0 $0 $0
JESUS RIVERA TRUSTEE 1.00
Director
$0 $0 $0
SATYA SARMA TRUSTEE 1.00
Director
$0 $0 $0
ROY PRINGLE COO 40.00
Officer
$227,306 $45,496 $272,802
DAVID MARTINEZ DIRECTOR 38.00
Highest
$127,792 $20,498 $148,290
GABRIEL JARAMILLO DIRECTOR 40.00
Highest
$100,289 $32,930 $133,219
SERGIO PARIS DIRECTOR 40.00
Highest
$100,107 $17,665 $117,772
ANA ROSCETTI DIRECTOR 40.00
Highest
$108,549 $10,752 $119,301
JUAN SALAS DIRECTOR 0.00
Highest
$106,406 $25,900 $132,306
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 $37,155,675 $6,694,702 $148,356,332 $30,460,973
2024 $10,410,688 $8,679,843 $143,950,618 $1,730,845
2023 $7,425,107 $6,403,317 $131,380,534 $1,021,790
2022 $17,673,489 $8,046,811 $122,485,672 $9,626,678
2021 $11,995,078 $6,802,783 $145,402,177 $5,192,295
2020 $3,972,013 $6,470,939 $113,877,209 $-2,498,926
2019 $9,840,432 $5,478,723 $126,136,111 $4,361,709
2018 $13,203,188 $6,159,457 $125,709,134 $7,043,731
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