West Valley Health Equity

Nonprofit profile at a glance

EIN
882354847
IRS 990 coverage
2023–2024
Forms available
Form 990 2024, Form 990-T 2024, Form 990-N 2022
Location
Phoenix, AZ, USA
Rating
58
Verdict
MIXED
Rating confidence
Moderate
Sector
Health, General and Financing

Reported finances

Revenue
$2,631,023
Expenses
$2,375,912
Assets
$1,853,657
Liabilities
$1,354,144

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • Helen Bouchard (President & CEO)
  • Teresa Floyd (Vice President)

People named in this filing

  • Helen Bouchard (President & CEO)
  • Teresa Floyd (Vice President)
  • Leslie Deskins (COO)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

At WVHE, we recognize the profound impact of stable housing on overall well-being, and our commitment to health-supported housing is at the core of our mission. Stable and secure housing benefits children, families, and vulnerable populations and significantly reduces public healthcare costs. By providing access to safe and supportive housing, we aim to improve individuals and families' overall health and well-being, ultimately leading to healthier communities and more efficient healthcare systems. This vision drives our commitment to addressing housing and healthcare disparities and transforming communities. Other core areas are: Behavioural Health, Substance Abuse Treatment and Legal Services.

What it reported doing in 2024

Housing, Community Outreach services, MAT Services: 89 Of OUD/SUD participants concurred that they engaged in SUD treatment and primary care services. 74 Of participants-maintained recovery, and the pre-term birth rate is 38 lower than our neighbors with care HRSA 62, 85031. 74 Of health plus home residents accessed healthcare services before a minor health issue has exacerbated into a more severe or chronic condition requiring Emergency Department or hospitalization services and associated increased healthcare costs. 95 Of Fast legal service participants have safe-maintained custody of their children. Peer-Support Sessions 1950, Neighbourhood Community Outings 50, Wellness Activities 75, Family Support Care Coordination 750, Life Skills Classes 35, Parenting Education Classes 30. Life Skills Classes 33

Operating model

Revenue model
Earned-program. 67% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 91% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - A large share of available resources goes toward mission work and program spending has grown recently. A relatively small share of voting board members are independent and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 59
  • Accountability: 0
  • Sustainability: 50
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.4%; rating input score 87
  • Program expense ratio: 96.8%; rating input score 97
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 7th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 0%; rating input score 0; 6th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
  • Governance controls: 0 of 7 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 9.7%; rating input score 62; 62nd percentile among comparable filings
  • Total-asset coverage ratio: 0.78; rating input score 29; 29th percentile among comparable filings
  • Liabilities to assets ratio: 0.73; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings

Growth

  • Program expense growth: 106.2% per year; rating input score 100; 99th percentile among comparable filings
  • Revenue growth: 94.1% per year; rating input score 100; 99th percentile among comparable filings
  • Asset growth: 152% per year; rating input score 100; 100th percentile among comparable filings

Details

  • Where the money goes: 87.4% of revenue deployed · 96.8% of spending went to programs
  • Governance: 0 of 3 board members independent · 0 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $2.3M in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 21 of 22 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes grants
  • Filing history: 2 filing years from 2023 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • High — Accountability: Governance controls: 6 of 6 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 29/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.