Skip to content
Nonprofiteer
← SCOTTSDALE HEALTHCARE CORP

Form 990 for tax year 2024

Filed by SCOTTSDALE HEALTHCARE CORP.

Totals

Total revenue
$279,219,813
Total expenses
$399,321,232
Contributions and grants received
$218,377
Grants paid
$0
Program service revenue
$269,346,753
Investment income
$9,432,135
Other revenue
$222,548
Total assets, end of year
$137,896,278
Total liabilities, end of year
$509,055,282
Net assets or fund balances, end of year
-$371,159,004
Program services expenses (Part IX)
$337,830,186
Management and general expenses
$61,491,046
Fundraising expenses
$0
Program service expenses (Part III)
$337,830,186

Program services were 84.6% 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.

  • 1d · Related organizations

    $218,377

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $267,651,207 · related or exempt $267,651,207

  • 2b · Program service revenue: ASC MISC REVENUE

    total $1,695,546 · related or exempt $1,695,546

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $243,376 · excluded $243,376

  • 6a · Gross rents

    real property $21,820

  • 6c · Rental income or loss

    real property $21,820 · personal property $0

  • 6d · Net rental income or loss

    total $21,820 · excluded $21,820

  • 7a · Gross sales of assets other than inventory

    securities $9,188,759

  • 7c · Gain or loss

    securities $9,188,759 · other assets $0

  • 7d · Net gain or loss

    total $9,188,759 · excluded $9,188,759

  • 11a · Other revenue: MISC. OPERATING REVENUE

    total $200,728 · related or exempt $200,728

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $200,728

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $191,154,173 · program services $152,292,533 · management and general $38,861,640

  • 8 · Pension plan contributions

    total $3,376,558 · program services $2,692,494 · management and general $684,064

  • 9 · Other employee benefits

    total $4,098,097 · program services $3,264,954 · management and general $833,143

  • 11a · Fees: management

    total $6,174,311 · program services $5,427,643 · management and general $746,668

  • 11g · Fees: other

    total $120,433,273 · program services $105,869,110 · management and general $14,564,163 · fundraising $0

  • 12 · Advertising and promotion

    total $14,654 · program services $12,882 · management and general $1,772

  • 13 · Office expenses

    total $2,567,840 · program services $2,257,308 · management and general $310,532

  • 14 · Information technology

    total $36,000 · program services $31,646 · management and general $4,354

  • 16 · Occupancy

    total $13,089,464 · program services $11,506,537 · management and general $1,582,927

  • 17 · Travel

    total $102,613 · program services $90,204 · management and general $12,409

  • 19 · Conferences, conventions and meetings

    total $7,638,113 · program services $6,714,425 · management and general $923,688

  • 20 · Interest

    total $380,139 · program services $325,250 · management and general $54,889

  • 22 · Depreciation, depletion and amortization

    total $7,438,710 · program services $5,199,035 · management and general $2,239,675

  • 23 · Insurance

    total $1,267,233 · program services $1,113,985 · management and general $153,248

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $26,549,615 · program services $26,549,615

  • 24b · Other expenses: PHARMACEUTICAL SUPPLIES

    total $10,718,069 · program services $10,718,069

  • 24c · Other expenses: REPAIRS, MAINTENANCE, LEASED EQUIP

    total $2,770,805 · program services $2,435,728 · management and general $335,077

  • 24d · Other expenses: Dues and Subscriptions

    total $456,823 · program services $401,577 · management and general $55,246

  • 24e · All other expenses

    total $1,054,742 · program services $927,191 · management and general $127,551 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,573,905 · end of year $22,181,605

  • 4 · Accounts receivable

    beginning of year $21,989,339 · end of year $27,804,489

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $572,946 · end of year $1,110,470

  • 9 · Prepaid expenses and deferred charges

    beginning of year $406,428 · end of year $816,414

  • 10a · Land, buildings and equipment: cost or other basis

    $40,744,300

  • 10b · Land, buildings and equipment: accumulated depreciation

    $14,215,812

  • 10c · Land, buildings and equipment, net

    beginning of year $21,492,282 · end of year $26,528,488

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $34,937,601 · end of year $36,778,971

  • 14 · Intangible assets

    beginning of year $6,031,618 · end of year $4,825,294

  • 15 · Other assets

    beginning of year $7,859,658 · end of year $17,850,547

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,529,117 · end of year $21,201,227

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $340,994,457 · end of year $487,854,055

  • 27 · Net assets without donor restrictions

    beginning of year -$242,659,797 · end of year -$371,159,004

Mission and programs · 2024

Mission

OUR MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF THOSE WE SERVE. OUR VISION IS TO BE THE PARTNER OF CHOICE AS WE TRANSFORM HEALTHCARE FOR OUR COMMUNITIES. WE WILL ATTAIN OUR VISION THROUGH THE FOLLOWING: -PROVIDING THE HIGHEST QUALITY OUTCOMES, EFFICIENT CARE AND BEST EXPERIENCE FOR OUR PATIENTS. -PROMOTING ACCESSIBLE AND CONVENIENT CARE THROUGH OUR CLINICALLY INTEGRATED DELIVERY NETWORK. -PURSUING STRATEGIC PARTNERSHIPS TO ACCELERATE LEARNING, INNOVATION AND OUR NETWORK DEVELOPMENT.

Activities or mission (Part I)

HONORHEALTH AMBULATORY'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF THOSE WE SERVE.

  • HONORHEALTH AMBULATORY ("HH AMBULATORY") SUPPORTS HONORHEALTH IN FURTHERANCE OF ITS EXEMPT PURPOSE. HonorHealth operates nine acute-care hospitals and an expansive medical group practice offering comprehensive primary, specialty, and urgent care services. The network also includes advanced cancer care centers, outpatient surgery facilities, clinical research programs, medical education initiatives, and a wide range of community services. HONORHEALTH'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF THOSE WE SERVE. HH Ambulatory operates approximately 100 ambulatory care locations throughout the metro phoenix area and holds certain key strategic partnership investments on behalf of HonorHealth.

    Expenses $337,830,186 · Revenue $269,547,481

As filed on the 2024 return.

Listed in Part VII

  • Frank Pugh

    DIRECTOR/VICE CHAIR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • Mike Welborn

    DIRECTOR/CHAIRMAN

    Total calculated
    $50,160
    From this org
    $0
    From related orgs
    $50,160
    Other
    $0
    Hours/week
    1 + 2 related

  • Todd Laporte

    DIRECTOR/PRESIDENT & CEO

    Total calculated
    $4,422,352
    From this org
    $0
    From related orgs
    $4,126,280
    Other
    $296,072
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,411,831 related
    Bonus
    $0 + $1,485,955 related
    Other
    $0 + $1,228,494 related
    Deferred
    $0 + $270,106 related
    Nontaxable benefits
    $0 + $25,966 related
    Filer's total
    $0 + $4,422,352 related

  • Alpa Shah MD

    DIRECTOR

    Total calculated
    $101,800
    From this org
    $0
    From related orgs
    $101,800
    Other
    $0
    Hours/week
    1 + 1 related

  • Andrew Kassir MD

    DIRECTOR

    Total calculated
    $60,996
    From this org
    $0
    From related orgs
    $60,996
    Other
    $0
    Hours/week
    1 + 1 related

  • Charles Mitchell

    DIRECTOR

    Total calculated
    $41,800
    From this org
    $0
    From related orgs
    $41,800
    Other
    $0
    Hours/week
    1 + 1 related

  • Drew Brown

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • Fred Hessler

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • HEIDI JANNENGA as of 124

    DIRECTOR

    Total calculated
    $41,800
    From this org
    $0
    From related orgs
    $41,800
    Other
    $0
    Hours/week
    1 + 1 related

  • Julie Arvo MacKenzie

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 2 related

  • Kathleen Wade

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • Kathryn Jo Lincoln

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • Pete Hathaway

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • Steve Wheeler

    DIRECTOR

    Total calculated
    $41,800
    From this org
    $0
    From related orgs
    $41,800
    Other
    $0
    Hours/week
    1 + 1 related

  • Derek A Hampshire

    Assistant Treasurer/VP Treasury

    Total calculated
    $416,485
    From this org
    $0
    From related orgs
    $332,413
    Other
    $84,072
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,661 related
    Bonus
    $0 + $87,458 related
    Other
    $0 + $1,294 related
    Deferred
    $0 + $45,924 related
    Nontaxable benefits
    $0 + $38,148 related
    Filer's total
    $0 + $416,485 related

  • Elizabeth Farhart

    Assistant Sec/VP/Assoc Gen Counsel

    Total calculated
    $537,771
    From this org
    $0
    From related orgs
    $464,894
    Other
    $72,877
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $301,793 related
    Bonus
    $0 + $130,295 related
    Other
    $0 + $32,806 related
    Deferred
    $0 + $52,550 related
    Nontaxable benefits
    $0 + $20,327 related
    Filer's total
    $0 + $537,771 related

  • Lisa Montman

    TREASURER/EVP/CFO

    Total calculated
    $1,300,055
    From this org
    $0
    From related orgs
    $1,162,849
    Other
    $137,206
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $729,317 related
    Bonus
    $0 + $387,602 related
    Other
    $0 + $45,930 related
    Deferred
    $0 + $122,424 related
    Nontaxable benefits
    $0 + $14,782 related
    Filer's total
    $0 + $1,300,055 related

  • Shannon Fox Fraser

    SEC/SVP/CHIEF LEGAL OFFICER & GC

    Total calculated
    $1,122,501
    From this org
    $0
    From related orgs
    $968,879
    Other
    $153,622
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $556,949 related
    Bonus
    $0 + $338,326 related
    Other
    $0 + $73,604 related
    Deferred
    $0 + $123,958 related
    Nontaxable benefits
    $0 + $29,664 related
    Filer's total
    $0 + $1,122,501 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE CEO OF HONORHEALTH AMBULATORY IS COMPENSATED BY HONORHEALTH, A RELATED TAX EXEMPT ORGANIZATION. HONORHEALTH'S COMPENSATION PROCESS USED THE FOLLOWING METHODS: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; AND 4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
HONORHEALTH OFFERS CERTAIN EXECUTIVES A NON QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IT IS INTENDED THAT THIS PLAN BE AN INELIGIBLE DEFERRED COMPENSATION PLAN UNDER THE PROVISIONS OF CODE SECTION 457(F) AND BE OPERATED IN COMPLIANCE WITH CODE SECTION 409A. THE DESIGN OF THE SERP IS SUCH THAT IT PROVIDES A MECHANISM FOR RESTORATION OF DEFERRED RETIREMENT THAT OTHERWISE WOULD BE LOST TO THE EXECUTIVES DUE TO MANDATORY CAP ON DEFERRALS WITHIN THE QUALIFIED RETIREMENT PLAN OFFERED TO OTHER EMPLOYEES OF HONORHEALTH. THE SERP IS ALSO DESIGNED TO DISCOURAGE EXECUTIVE TURNOVER, WHICH COULD HAMPER ORGANIZATIONAL STABILITY AND SUSTAINABILITY, THROUGH THE SERVICE REQUIREMENTS THAT AN EXECUTIVE MUST MEET IN ORDER TO RECEIVE BENEFITS FROM THIS PLAN. THE ANNUAL VALUE OF EACH EXECUTIVE'S PARTICIPATION IN THE PLAN IS TAKEN INTO CONSIDERATION AS PART OF THE CALCULATION OF TOTAL COMPENSATION WHEN TESTED AGAINST THE MARKET FOR REASONABLENESS. DEFERRED COMPENSATION, REPORTED IN SCHEDULE J, PART II, COLUMN (C), INCLUDES THE INCREASE IN VALUE OF THE SERP ACCOUNT, INCLUDING TAX DEFERRED CONTRIBUTIONS AND EARNINGS. THE FOLLOWING INDIVIDUALS EXPERIENCED A TAXABLE VESTING EVENT DURING THE YEAR AS FOLLOWS. THESE AMOUNTS WERE INCLUDED IN COLUMN (B)(III) AS TAXABLE WAGES. ANY PORTION OF THE DISTRIBUTION THAT WAS PREVIOUSLY REPORTED ON A PRIOR 990 AS DEFERRED HAS BEEN REPORTED IN COLUMN (F). TODD LAPORTE: $1,211,804 SHANNON FOX FRASER: $70,253 LISA MONTMAN: $36,712 ELIZABETH FARHART: $27,759
Schedule J, Part II, Column (B)(iii) SERP DISTRIBUTION
Other reportable compensation disclosed in Column (B)(iii) for Todd LaPorte includes a one-time SERP distribution payable upon reaching retirement age. This plan-dictated distribution reflects five years of vested contributions and attributable earnings that were not previously taxable.

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

No itemized grants to organizations on this return.

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.

  • HONORHEALTH

    501(c)(3) · HEALTHCARE · AZ

    Directly controlled by NA

  • HONORHEALTH FOUNDATION

    501(c)(3) · FOUNDATION · AZ · controlled entity

    Directly controlled by HH

  • DESERT MISSION INC

    501(c)(3) · COMMUNITY SVC · AZ · controlled entity

    Directly controlled by HH

  • HONORHEALTH RESEARCH & INNOVATION INSTITUTE (THRU 52024)

    501(c)(3) · MEDICAL RESEARCH · AZ · controlled entity

    Directly controlled by HH

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • HONORHEALTH-FASTMED AMBULATORY HOLDINGS LLC

    INACTIVE · DE · income $0 · assets $0

    Directly controlled by HH AMBULATORY

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • HONORHEALTH ASC LLC

    Related · HEALTHCARE · DE · 80% owned · share of income $6,993,718 · share of assets $18,395,957 · general or managing partner

    Directly controlled by HH AMBULATORY

  • GLOBALREHAB-SCOTTSDALE LLC

    N/A · HEALTHCARE · AZ

    Directly controlled by NA

  • INTUITIVE HEALTH OF MARICOPA COUNTY LLC

    N/A · HEALTHCARE · DE

    Directly controlled by NA

  • HONORHEALTH ASC CARDIOVASCULAR HOLDINGS LLC

    Related · HEALTHCARE · AZ · 80% owned · share of income $0 · share of assets $2,160,000 · general or managing partner

    Directly controlled by HH Ambulatory

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HONORHEALTH CAPTIVE INSURANCE EXCHANGE

    C Corporation · CAPTIVE INS · controlled entity

    Directly controlled by NA

  • SCOTTSDALE HEALTHCARE MSO INC

    C Corporation · MSO · AZ · 100% owned · share of income $1,610,600 · share of assets -$2,119,243 · controlled entity

    Directly controlled by HH AMBULATORY

  • SONORAN CROSSING OWNERS ASSOCIATION

    C Corporation · OWNERS ASSOC · AZ · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.1
Source object
202523189349310467

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.