VALLEYWISE HEALTH FOUNDATION (EIN 860777567) - 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

1994

Legal Domicile

Principal Officer

LISA HARTSOCK

Phone

6026879031

Tax Period

2024-01-01 to 2024-12-31

VALLEYWISE HEALTH FOUNDATION, founded in 1994, is a mid-sized nonprofit in the Health Care sector that reported $12.9M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.9M, a strong 31% operating margin.

Mission

VALLEYWISE HEALTH FOUNDATION IS THE PHOENIX-BASED 501(C)(3) NONPROFIT DEDICATED TO PROVIDING FINANCIAL SUPPORT TO ARIZONAS PUBLIC TEACHING HEALTH SYSTEM, VALLEYWISE HEALTH, FOR CRITICAL PATIENT AND PROGRAM NEEDS. KEY FUNDING AREAS INCLUDE, BURN SURVIVORSIP CARE, INNOVATIVE BEHAVORIAL HEALTH PROGRAMS, AND TEACHING TOMORROWS HEALTH CARE PROFESSIONAL. THE VALLEYWISE HEALTH MISSION IS TO PROVIDE EXCEPTIONAL CARE, WITHOUT EXCEPTION, EVERY PATIENT, EVERY TIME REGARDLESS OF PATIENTS ABILITY TO PAY. MORE THAN 65 PERCENT OF VALLEYWISE HEALTHS PATIENTS ARE FINANCIALLY VULNERABLE.

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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 $12,803,496

Program Service Revenue $0

Investment Income $320,601

Other Revenue $-220,470

TOTAL REVENUE $12,903,627

Expense Breakdown

Grants Paid $6,505,482

Salaries & Benefits $1,479,873

Fundraising Expenses $1,652,507

Program Expenses $6,629,992

Other Expenses $968,627

TOTAL EXPENSES $8,953,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,903,627	$18,351,348	-0.3%
Expenses	$8,953,982	$13,450,008	-0.3%
Net Income	$3,949,645	$4,901,340	-0.2%

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

100

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

$279,958

Total Directors

$159,039

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE RIVET	PRIOR CEO	40.00	Officer Director	$157,290	$1,749	$159,039
ALYSSA CROCKETT	ASSOC VP DEV	40.00	Highest	$132,158	$3,972	$136,130
KATHERINE FASSETT	CHIEF ADVANC	40.00	Highest	$238,790	$14,981	$253,771
PATRICIA BOYD GENTRY	CHAIR	4.00	Officer Director	$0	$0	$0
WARREN WHITNEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SEL NUTOR	TREASURER	2.00	Officer Director	$0	$0	$0
CHARLES D BROWN	SECRETARY	2.00	Officer Director	$0	$0	$0
LIZ AGBOOLA	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE AGNEW	DIRECTOR	1.00	Director	$0	$0	$0
BETSEY BAYLESS	DIRECTOR	1.00	Director	$0	$0	$0
DR JODI P CARTER	DIRECTOR	1.00	Director	$0	$0	$0
MARK G DEWANE	DIRECTOR	1.00	Director	$0	$0	$0
JILL KRIGSTEN	DIRECTOR	1.00	Director	$0	$0	$0
TIM LOUIS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE DURAN III	DIRECTOR	1.00	Director	$0	$0	$0
ALICIA NUNEZ	DIRECTOR	1.00	Director	$0	$0	$0
KAREN KING-BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
KEN LEE	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE MICHIELS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN PURVES	DIRECTOR	1.00	Director	$0	$0	$0
DEANNA SALAZAR	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER VILLALOBOS	DIRECTOR	1.00	Director	$0	$0	$0
ANNE C STUPP	DIRECTOR	1.00	Director	$0	$0	$0
MARCI ZIMMERMAN-WHITE	DIRECTOR	1.00	Director	$0	$0	$0
KATIE JENSEN	SR DIRECTOR	40.00	Highest	$121,716	$9,198	$130,914
LISA HARTSOCK	INTERIM CEO	40.00	Officer	$0	$0	$120,919

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	$12,903,627	$8,953,982	$14,903,519	$3,949,645
2023	$18,351,348	$13,450,008	$15,162,111	$4,901,340
2022	$10,627,821	$12,208,350	$6,904,950	$-1,580,529
2021	$12,820,776	$9,939,206	$6,989,445	$2,881,570
2020	$4,500,893	$3,486,432	$3,553,834	$1,014,461
2018	$1,850,410	$1,558,628	$1,636,020	$291,782

VALLEYWISE HEALTH FOUNDATION