THE BOARD OF VISITORS

EIN: 866052766 501(c)(3) Health Care

PHOENIX, AZ

Total Revenue
$1,481,461
Total Expenses
$1,373,789
Total Assets
$3,160,949
Net Assets
$2,989,853
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
AZ
Principal Officer
AMY HALL
Phone
6022359554
Tax Period
2024-06-01 to 2025-05-31

THE BOARD OF VISITORS, founded in 1956, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2024. Expenses of $1.4M left a modest 7% surplus.

Mission

TO SERVE THE HEALTHCARE NEEDS OF WOMEN, CHILDREN AND THE ELDERLY IN THE METROPOLITAN PHOENIX AREA.

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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 $1,036,115
Program Service Revenue $0
Investment Income $138,139
Other Revenue $307,207
TOTAL REVENUE $1,481,461

Expense Breakdown

Grants Paid $1,085,000
Salaries & Benefits $101,615
Fundraising Expenses $265,687
Program Expenses $1,085,000
Other Expenses $187,174
TOTAL EXPENSES $1,373,789

Year-over-Year Comparison

2024 2023 Change
Revenue $1,481,461 $1,463,710 +0.0%
Expenses $1,373,789 $1,362,035 +0.0%
Net Income $107,672 $101,675 +0.1%
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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Liquidity & Cash Position

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Governance

Voting Members
81
Independent Members
81
Employees
3
Volunteers
181

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
$0
Total Directors
81
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMY HALL CHAIR-ELECT 20.00
Officer Director
$0 $0 $0
AMY MAHONEY TREASURER 20.00
Officer Director
$0 $0 $0
CATHERINE TIFFANY BYLAWS/PARLIMENTARIAN CHAIR 20.00
Officer Director
$0 $0 $0
CHRISTINE FORTMAN CORRESPONDING SECRETARY 10.00
Officer Director
$0 $0 $0
KILEY WARD CHAIR 20.00
Officer Director
$0 $0 $0
ANN RATHWELL ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
ANN SCARDELLO ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
ANN WATTS ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
ANNE BURNS ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
ASHLEY RAGAN ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
BETSEY BAYLESS ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
BETSY HAENEL ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
BETSY MOORE CHARITABLE BALL CHAIR 20.00
Director
$0 $0 $0
BROOKE MACHEN ACTIVE BOV MEMBER 20.00
Director
$0 $0 $0
CAROL ISBELL ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
CAROLYN DIAMOND ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
CATHY BYRAM ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
CHRIS EPSTEIN ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
CINDY GOOD ASSOCIATE BOV MEMBER 10.00
Director
$0 $0 $0
COLLENN LOMAX ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
COURTNEY BUCK ACTIVE BOV MEMBER 5.00
Director
$0 $0 $0
DEBI ROSENZWEIG ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
DEBORAH STAMETS ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
DIANE ROUSSEAU-TUBBS ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
DIANNE GOLDWATER ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
EMILY CALIHAN ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
EMILY GOTTFURCHT ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
HELEN YEUNG ASSISTANT TREASURER 10.00
Director
$0 $0 $0
JENNIFER ROBERTSON ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
JUDY SCHUBERT ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
JUDY WENTWORTH RECORDING SECRETARY 10.00
Director
$0 $0 $0
JULIE PALMER FASHION SHOW LUNCHEON CO-CHAIR 10.00
Director
$0 $0 $0
KAREN KOTALIK ASSOCIATE ADVISOR 10.00
Director
$0 $0 $0
KAREN ROBERTSON ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
KARI DENK ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
KATE ARTHUR ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
KATHLEEN HARRIS DATABASE/GUEST LIST MANAGEMENT 10.00
Director
$0 $0 $0
KATHY ASHTON ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
KATHY BATSTONE ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
KATHY ROSENWEIG ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
KATIE CHESTER ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
KATIE CUMMINGS ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
KATIE HENDRICKS ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
KATIE ORCUTT ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
KATIE STOOKS ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
KELLY BRAMLETT ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
KELLY LISTON ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
KOLBY MOFFATT ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
KRISTIN HOFFMAN ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
LANA HOLMES FLOWER GIRL RESOURCE 20.00
Director
$0 $0 $0
LAURA WESTFALL ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
LISA HUNTER COMMUNICATIONS CHAIR 10.00
Director
$0 $0 $0
LISA MCALISTER ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
LIZ SEXSON ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
LIZZIE BAYLESS PROGRAM CHAIR 10.00
Director
$0 $0 $0
MEG CLARK ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
MEGAN KUHL ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
MOLLY BLAND NOMINATING CHAIR 20.00
Director
$0 $0 $0
MONA SMITH ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
NANCY BATES ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
NANCY BAYLESS ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
NATALIE MESZAROS ACTIVE BOV MEMBER 20.00
Director
$0 $0 $0
PAM KOLBE ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
PATTI TUCKER ASSOCIATE BOV MEMBER 20.00
Director
$0 $0 $0
POLLY FITZ-GERALD ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
PRUE BRITO ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
SALLY GUENTHER ASSOCIATE BOV MEMBER 10.00
Director
$0 $0 $0
SARAH GALLAGHER ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
SARAH SHANNON ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
SHAN FRANCIS ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
SHANNON GOLDWATER CARE CARD CHAIR 20.00
Director
$0 $0 $0
SHANNON JONES MEMBERSHIP CHAIR 20.00
Director
$0 $0 $0
SHANNON WARREN ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
STACEY KELLY ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
STACY FRAKES ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
SUSAN PALMER-HUNTER ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
SUSAN TYMINS GRANTS CHAIR 20.00
Director
$0 $0 $0
SUSANNE SCHUBERT ACTIVE BOV MEMBER 10.00
Director
$0 $0 $0
SUSIE CHESTER ASSOCIATE BOV MEMBER 5.00
Director
$0 $0 $0
SUSIE GARLICK LONG RANGE PLANNING CHAIR 20.00
Director
$0 $0 $0
SYDNEY FOX FASHION SHOW LUNCHEON CO-CHAIR 20.00
Director
$0 $0 $0
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 $1,481,461 $1,373,789 $3,160,949 $107,672
2024 $1,463,710 $1,362,035 $2,971,891 $101,675
2023 $1,278,577 $1,266,992 $2,880,983 $11,585
2022 $2,706,328 $1,258,659 $2,778,606 $1,447,669
2021 $1,085,706 $840,645 $1,337,141 $245,061
2020 $729,832 $1,479,851 $1,586,465 $-750,019
2019 $1,418,567 $1,286,665 $1,910,908 $131,902
2018 $1,268,649 $1,106,379 $1,812,878 $162,270
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