LIFEWELL

EIN: 860292390 501(c)(3)

PHOENIX, AZ

Total Revenue
$40,526,050
Total Expenses
$44,405,109
Total Assets
$42,632,067
Net Assets
$22,186,725
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
AZ
Principal Officer
MEGAN POCOCK
Phone
6028082800
Tax Period
2023-10-01 to 2024-09-30

LIFEWELL, founded in 1974, is a mid-sized nonprofit that reported $40.5M in total revenue in fiscal year 2023.

Mission

LIFEWELL AIMS TO PROVIDE HOPE AND RECOVERY THROUGH OUR PERSON-CENTERED RESIDENTIAL, OUTPATIENT, HOUSING AND COMMUNITY LIVING PROGRAMS. WE PROVIDE INTEGRATED HEALTHCARE SERVICES TO LOW-INCOME ADULTS WITH BEHAVIORAL AND PHYSICAL ILLNESS AND SUBSTANCE USE DISORDERS.

Program Service Accomplishments

Program 1
Expenses: $22,625,306 Revenue: $23,282,704

DIRECT CARE CLINICS: LIFEWELL OFFERS SUPPORTIVE AND STRUCTURED SERVICES FOR ADULTS WITH SERIOUS MENTAL ILLNESS, SUBSTANCE USE/ABUSE DIAGNOSIS IN AN OUTPATIENT CLINIC SETTING. SERVICES ARE DESIGNED TO...

Read more

DIRECT CARE CLINICS: LIFEWELL OFFERS SUPPORTIVE AND STRUCTURED SERVICES FOR ADULTS WITH SERIOUS MENTAL ILLNESS, SUBSTANCE USE/ABUSE DIAGNOSIS IN AN OUTPATIENT CLINIC SETTING. SERVICES ARE DESIGNED TO SUPPORT MEMBER INDEPENDENCE, ENHANCE INSIGHT AND DEVELOP SKILLS WHICH LEAD TO INCREASED SELF-SUFFICIENCY AND COMMUNITY INTEGRATION, AND RELAPSE PREVENTION SKILLS. SERVICES ARE DELIVERED THROUGH A FLEXIBLE, INDIVIDUALIZED APPROACH PROVIDED IN THE LEAST RESTRICTIVE ENVIRONMENT POSSIBLE. SERVICES ARE INTENDED TO MAXIMIZE INDEPENDENCE, PERSONAL WELLNESS, SELF-EMPOWERMENT, SKILL DEVELOPMENT, DIGNITY, SELF-RESPECT AND LONG-TERM SOBRIETY AND SAFE ENVIRONMENT.

Program 2
Expenses: $3,701,188 Revenue: $3,807,563

RESIDENTIAL TREATMENT SERVICES INCLUDES THE FOLLOWING:SMI RESIDENTIAL PROGRAM - THIS PROGRAM PROVIDES A SAFE, THERAPEUTIC ENVIRONMENT FOR TREATMENT OF MEN AND WOMEN CLIENTS AGE 18 AND OVER, WHO HAVE...

Read more

RESIDENTIAL TREATMENT SERVICES INCLUDES THE FOLLOWING:SMI RESIDENTIAL PROGRAM - THIS PROGRAM PROVIDES A SAFE, THERAPEUTIC ENVIRONMENT FOR TREATMENT OF MEN AND WOMEN CLIENTS AGE 18 AND OVER, WHO HAVE BEEN DETERMINED TO HAVE SERIOUS MENTAL ILLNESS (SMI) AND/OR SUBSTANCE USE/ABUSE. THE PROGRAM WILL PROVIDE CONTINUOUS ONSITE OR ON-CALL AVAILABILITY OF A BEHAVIORAL HEALTH PROFESSIONAL AND CONTINUOUS TREATMENT TO INDIVIDUALS WHO ARE EXPERIENCING A BEHAVIORAL HEALTH ISSUE THAT LIMITS THEIR INDEPENDENCE BUT ARE ABLE TO PARTICIPATE IN ALL ASPECTS OF TREATMENT AND TO MEET THE INDIVIDUAL'S BASIC PHYSICAL AND AGE-APPROPRIATE NEEDS. (CONTINUED ON SCHEDULE O)GMHSA RESIDENTIAL PROGRAM - THIS IS A GENDER-SPECIFIC COMMUNITY FOR WOMEN AND THEIR CHILDREN (INFANTS AND TODDLERS ONLY). THE PROGRAM, SERVICES AND STAFF ARE AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR. THE PROGRAM PROVIDES ASSESSMENT, EVALUATION, TREATMENT, INDIVIDUAL SERVICE PLANNING AND BEHAVIORAL HEALTH SERVICES TO INDIVIDUALS IN A RESIDENTIAL SETTING. INDIVIDUAL SERVICE PLANS ARE COMPREHENSIVE AND TARGET CHANGES IN A VARIETY OF INTERRELATED AREAS THAT FACILITATE ADAPTION OF A SOBER LIFESTYLE AND IMPROVEMENT IN THE OVERALL ABILITY TO FUNCTION AS A CONTRIBUTING MEMBER OF THE COMMUNITY. PROGRAM SERVICES INCLUDE: NURSERY CHILDCARE, LAUNDRY FACILITIES FOR CONSUMER USE, COMMUNITY DINING, A PROTECTIVE ENVIRONMENT FOR WOMEN AND CHILDREN, AND SAFE, SOBER, LIVING ENVIRONMENT.

Program 3
Expenses: $5,866,902 Revenue: $6,038,337

COMMUNITY LIVING PROGRAM:TRANSITIONAL LIVING PROGRAM - LIFEWELL'S TRANSITIONAL LIVING PROGRAM (TLP) PROVIDES SUPPORTIVE CLINICAL SERVICES TO MEMBERS LIVING IN THE COMMUNITY IN A SHORT TERM HOUSING...

Read more

COMMUNITY LIVING PROGRAM:TRANSITIONAL LIVING PROGRAM - LIFEWELL'S TRANSITIONAL LIVING PROGRAM (TLP) PROVIDES SUPPORTIVE CLINICAL SERVICES TO MEMBERS LIVING IN THE COMMUNITY IN A SHORT TERM HOUSING SITUATION. THE PROGRAM, SERVICES AND STAFF ARE ON SITE TYPICALLY FROM 7AM-11:30PM; HOWEVER ARE AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR. THE PROGRAM PROVIDES ASSESSMENT, EVALUATION, TREATMENT, INDIVIDUAL SERVICE PLANNING AND SUPPORTIVE BEHAVIORAL HEALTH SERVICES TO INDIVIDUALS AT THE TLP LOCATION. (CONTINUED ON SCHEDULE O)LIFEWELL'S CLINICAL STAFF WORKS COLLABORATIVELY WITH THE MEMBER DURING THE INDIVIDUAL SERVICE PLANNING PROCESS AS THE MEMBER IDENTIFIES GOALS FOR PARTICIPATING IN CLINICAL SERVICES INTENDED TO ASSIST THEM IN GAINING LONG TERM HOUSING OR TRANSITIONING FROM ONE TREATMENT PROGRAM TO ANOTHER TREATMENT PROGRAM AND INCREASING THEIR INDEPENDENCE IN THE COMMUNITY. PROGRAM SERVICES INCLUDE: PERSONAL ASSISTANCE, SKILL BUILDING, CASE MANAGEMENT, PEER SUPPORT, AS WELL AS THE ABILITY TO PARTICIPATE IN THE REHABILITATION AND OUTPATIENT COUNSELING SERVICES OFFERED AT THE LICENSED OUTPATIENT FACILITIES. PERMANENT SUPPORTIVE HOUSING PROGRAM - LIFEWELL'S PERMANENT SUPPORTIVE HOUSING PROGRAM (PSH) SUPPORTS ADULT MEMBERS, WHO HAVE BEEN DETERMINED TO HAVE SERIOUS MENTAL ILLNESS (SMI) AND/OR SUBSTANCE USE/ABUSE, AND WHO ARE LEASING UNITS THROUGH DESIGNATED HOUSING PROVIDERS THROUGHOUT THE PHOENIX METROPOLITAN AREA. THE PSH PROGRAM, SERVICES AND STAFF ARE AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR. LIFEWELL'S PSH PROGRAM PROVIDES ASSESSMENT, EVALUATION, TREATMENT, MEMBER SERVICE PLANNING AND SUPPORTIVE BEHAVIORAL HEALTH SERVICES TO MEMBERS IN THEIR PLACE OF RESIDENCE, AS WELL AS IN ONE OF OUR LICENSED OUTPATIENT FACILITIES. LIFEWELL'S CLINICAL STAFF WORKS COLLABORATIVELY WITH THE MEMBER DURING THE MEMBER SERVICE PLANNING PROCESS TO IDENTIFY GOALS FOR PARTICIPATING IN CLINICAL SERVICES INTENDED TO ASSIST THEM IN MAINTAINING THEIR HOUSING, INCREASING THEIR INDEPENDENCE, AND FOSTERING INTEGRATION IN THE MEMBER'S COMMUNITY OF CHOICE. PROGRAM SERVICES INCLUDE: PERSONAL ASSISTANCE, SKILL BUILDING, CASE MANAGEMENT, PEER SUPPORT, AS WELL AS THE OPTION TO PARTICIPATE IN REHABILITATION AND OUTPATIENT COUNSELING SERVICES OFFERED AT OUR LICENSED OUTPATIENT FACILITIES.TAL HEALTH TREATMENT TO SOBER AND INDEPENDENT LIVING.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,050
Program Service Revenue $40,121,841
Investment Income $401,159
Other Revenue $0
TOTAL REVENUE $40,526,050

Expense Breakdown

Grants Paid $0
Salaries & Benefits $31,493,896
Fundraising Expenses $0
Program Expenses $38,990,124
Other Expenses $12,911,213
TOTAL EXPENSES $44,405,109

Year-over-Year Comparison

2023 2022 Change
Revenue $40,526,050 $41,609,411 0.0%
Expenses $44,405,109 $47,075,361 -0.1%
Net Income $-3,879,059 $-5,465,950 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
8
Independent Members
8
Employees
619
Volunteers
8

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
7
$612,364
Total Directors
9
$325,500
Key Employees
3
$775,616
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR RODRIGO SILVA CHAIRMAN 1.00
Officer Director
$0 $0 $0
JOE NAPOLI VICE CHAIR 1.00
Officer Director
$0 $0 $0
AMANDA HAMITON TREASURER 1.00
Officer Director
$0 $0 $0
RENEE OSIPOV SECRETARY 1.00
Officer Director
$0 $0 $0
JESSICA BROWN DIRECTOR 1.00
Director
$0 $0 $0
PAULA HILL DIRECTOR 1.00
Director
$0 $0 $0
ESTELA BARRAZA DIRECTOR 1.00
Director
$0 $0 $0
TARA ACUNA DIRECTOR 1.00
Director
$0 $0 $0
DORIS HOTZ PRESIDENT/CEO 40.00
Officer Director
$322,500 $3,000 $325,500
NICOLE CUPP-HERRING EXECUTIVE VICE PRESIDENT/CCO 40.00
Officer
$182,136 $24,185 $206,321
MEGAN POCOCK VICE PRESIDENT/CFO 40.00
Officer
$68,711 $11,832 $80,543
BRYAN COLBY CIO 40.00
Key Emp
$169,669 $31,591 $201,260
GARCIA CHRISTIAN CFO (THRU 7/2023) 40.00
Key Emp
$173,616 $25,436 $199,052
RAMIRO GUILLEN CMO 40.00
Key Emp
$344,140 $31,164 $375,304
DANIELA RIED PSYCHIATRIST 40.00
Highest
$203,173 $10,943 $214,116
VERONICA HURD NURSE PRACTITIONER ACT 40.00
Highest
$194,806 $3,000 $197,806
ALEXANDRA JAKAB CLINICIAN I 40.00
Highest
$184,459 $14,450 $198,909
PATRICE LASHAWN PICKETT REGISTERED NURSE 40.00
Highest
$173,958 $12,922 $186,880
LARRY J COWLEY PSYCHIATRIST 32.00
Highest
$171,762 $3,000 $174,762
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
2024 $40,526,050 $44,405,109 $42,632,067 $-3,879,059
2023 $41,609,411 $47,075,361 $49,447,663 $-5,465,950
2022 $45,843,627 $46,356,824 $55,291,848 $-513,197
2021 $49,322,401 $42,384,442 $53,331,050 $6,937,959
2019 $47,304,450 $45,069,969 $36,629,850 $2,234,481
2018 $40,472,219 $40,458,061 $33,999,608 $14,158
Explore More Nonprofits
Top 100 Nonprofits in Arizona Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare LIFEWELL with other nonprofits in Arizona and across the country.