Valleywise Health Foundation

Nonprofit profile at a glance

EIN
860777567
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Phoenix, AZ, USA
Phone
6026879031
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Research Institutes and/or Public Policy Analysis

Official website

Reported finances

Revenue
$7,152,380
Expenses
$6,180,456
Assets
$15,188,351
Liabilities
$436,989

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • LISA HARTSOCK (CEO)

Highest reported compensation

  • LISA HARTSOCK (CEO): $16,848 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

To provide valleywise health, the public teaching safety net health system, financial resources to transform the health of those living in maricopa county. These funds support critical patient programs, research, equipment and facility construction, and training opportunities for future health care professionals.

Operating model

Revenue model
Donor-supported. 84% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 94
  • Accountability: 90
  • Sustainability: 66
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.7%; rating input score 70
  • Program expense ratio: 79.1%; rating input score 79
  • Fundraising efficiency: $8.6 raised per $1 spent on fundraising; rating input score 30; 30th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 13.6%; rating input score 63; 63rd percentile among comparable filings
  • Total-asset coverage ratio: 2.46; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0.3%; rating input score 79; 79th percentile among comparable filings

Growth

  • Program expense growth: 18.4% per year; rating input score 100; 81st percentile among comparable filings
  • Revenue growth: 16.2% per year; rating input score 100; 82nd percentile among comparable filings
  • Asset growth: 18.4% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 69.7% of revenue deployed · 79.1% of spending went to programs
  • Governance: 17 of 17 board members independent · 6 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $4.9M in reported program spending
  • Leadership: top reported pay $17K · 19 people listed
  • Highest-paid contractors: 1 contractor listed · $108K reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 12 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 30/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.