Totals
- Total revenue
- $10,627,821
- Total expenses
- $12,208,350
- Contributions and grants received
- $9,686,292
- Grants paid
- $10,394,768
- Program service revenue
- $0
- Investment income
- $71,466
- Other revenue
- $870,063
- Total assets, end of year
- $6,904,950
- Total liabilities, end of year
- $2,569,720
- Net assets or fund balances, end of year
- $4,335,230
- Program services expenses (Part IX)
- $10,431,542
- Management and general expenses
- $826,506
- Fundraising expenses
- $950,302
- Program service expenses (Part III)
- $10,431,542
Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$31,407
-
1e · Government grants (contributions)
$812,652
-
1f · All other contributions, gifts and grants
$8,842,233
-
1g · Noncash contributions included above
$35,517
-
3 · Investment income
total $71,466 · related or exempt $71,466
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$1,198,172
-
8a · Fundraising events: contributions included on line 1c
$31,407
-
8b · Fundraising events: direct expenses
$457,679
-
8c · Net income from fundraising events
total $740,493 · excluded $740,493
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $129,570 · related or exempt $129,570
-
11e · Other revenue, total
$129,570
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $10,394,768 · program services $10,394,768
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $271,514 · management and general $135,757 · fundraising $135,757
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,387,556 · program services $18,074 · management and general $450,500 · fundraising $918,982
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $171,377 · program services $3,613 · management and general $44,121 · fundraising $123,643
-
10 · Payroll taxes
total $125,101 · management and general $54,246 · fundraising $70,855
-
11a · Fees: management
total $1,943 · management and general $1,943
-
11b · Fees: legal
total $11,895 · management and general $11,895
-
11c · Fees: accounting
total $96,177 · management and general $96,177
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $240,590 · program services $15,087 · management and general $7,542 · fundraising $217,961
-
12 · Advertising and promotion
total $141,625 · fundraising $141,625
-
13 · Office expenses
total $22,239 · management and general $18,482 · fundraising $3,757
-
14 · Information technology
total $59,923 · management and general $55,380 · fundraising $4,543
-
15 · Royalties
total $0
-
16 · Occupancy
total $68,995 · management and general $68,995
-
17 · Travel
total $9,055 · fundraising $9,055
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $8,703 · management and general $8,703
-
23 · Insurance
total $11,342 · management and general $11,342
-
24a · Other expenses: DONOR DEVELOPMENT
total $67,203 · management and general $7,449 · fundraising $59,754
-
24b · Other expenses: Printing and Publications
total $49,477 · fundraising $49,477
-
24c · Other expenses: PROFESSIONAL DEVELOPMENT
total $25,181 · management and general $25,181
-
24d · Other expenses: MISCELLANEOUS
total $16,695 · management and general $16,695
-
24e · All other expenses
total -$973,009 · management and general -$187,902 · fundraising -$785,107
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,149,907 · end of year $838,979
-
2 · Savings and temporary cash investments
beginning of year $2,249,674 · end of year $3,177,424
-
3 · Pledges and grants receivable
end of year $986,085
-
4 · Accounts receivable
beginning of year $575,380 · end of year $338,153
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $37,465 · end of year $21,448
-
10a · Land, buildings and equipment: cost or other basis
$189,224
-
10b · Land, buildings and equipment: accumulated depreciation
$125,820
-
10c · Land, buildings and equipment, net
beginning of year $12,737 · end of year $63,404
-
11 · Investments: publicly traded securities
beginning of year $1,964,282 · end of year $1,420,809
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $58,648
-
17 · Accounts payable and accrued expenses
beginning of year $664,180 · end of year $491,227
-
19 · Deferred revenue
end of year $2,019,000
-
25 · Other liabilities
end of year $59,493
-
27 · Net assets without donor restrictions
beginning of year $2,497,212 · end of year $1,487,419
-
28 · Net assets with donor restrictions
beginning of year $3,828,053 · end of year $2,847,811
Mission and programs · 2022
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 survivorship care, innovative behavioral health programs, and teaching tomorrows health care professionals. The Valleywise Health mission is to provide exceptional care, without exception, every patient, every time regardless of a patients ability to pay. More than 65 percent of Valleywise Healths patients are financially vulnerable.
-
In 2022, support to Valleywise Health includes funding to provide for construction and equipping new facilities, safety net services and programs for underserved patients, and continuing education and training of staff.
Expenses $10,431,542 · Grants $10,394,768
As filed on the 2022 return.
Listed in Part VII
-
NATHAN LOWRIE
FORMER CEO
- Total calculated
- $271,513
- From this org
- $271,513
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $271,513
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $271,513
-
KATE FASSETT
VP DEVELOPMENT
- Total calculated
- $187,153
- From this org
- $175,236
- From related orgs
- $0
- Other
- $11,917
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,236
- Bonus
- not reported
- Other
- not reported
- Deferred
- $11,917
- Nontaxable benefits
- not reported
- Filer's total
- $187,153
-
ALYSSA CROCKETT
DEVELOPMENT
- Total calculated
- $159,203
- From this org
- $148,441
- From related orgs
- $0
- Other
- $10,762
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,441
- Bonus
- not reported
- Other
- not reported
- Deferred
- $10,762
- Nontaxable benefits
- not reported
- Filer's total
- $159,203
-
PATTI GENTRY
Chairman
- Total calculated
- $0
- Hours/week
- 4
-
JOSH NUNEZ
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ALBERT ROH
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CLAIRE AGNEW
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LIZ AGBOOLA
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES D BROWN
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
JODI CARTER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TIM LOUIS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAY R SPECTOR
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BETSY BAYLESS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ALICIA NUNEZ
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SEL NUTOR
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
SUSAN M PEPIN MD MPH
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DAVID PUGH
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT R MEYER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN A PURVES
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PAM STELZER
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
JILL KRIGSTEN RILEY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARK G DEWANE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARCI ZIMMERMAN-WHITE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
WARREN WHITNEY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$10,394,767
PATIENT CARE, EDUCATION, PROGRAMS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
HEALTHCARE SYSTEM · AZ
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322309349300747
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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