VITALYST HEALTH FOUNDATION (EIN 860097240) - Form 990 Financial Analysis & Trantor Score

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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

1908

Legal Domicile

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 & COMMUNITIES IN ARIZONA.

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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%)

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

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$648,091

Total Directors

$375,289

Key Employees

Highest Compensated

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

VITALYST HEALTH FOUNDATION