2020-02-17T21:04:52-06:00 2019-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2018-07-01 860097240 VITALYST HEALTH FOUNDATION VITA 6023856500 2929 N CENTRAL AVENUE NO 1550 PHOENIX AZ 85012 SUZANNE PFISTER CEO 6023856500 2020-02-15 1 COLETTE KAMPS CPA P00367616 4808394900 2020-02-15 72.44.192.92 2020-02-15 10:47:45 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-11-06 18:47:13Z SUZANNE PFISTER 2929 N CENTRAL AVENUE NO 1550 PHOENIX AZ 85012 41177191 0 X WWW.VITALYSTHEALTH.ORG X 1908 AZ TO CONNECT, SUPPORT AND INFORM EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS & COMMUNITIES IN AZ. 20 20 21 20 0 -463346 10100 140370 104351 159913 13088737 9540149 0 0 13203188 9840432 0 0 0 0 1518808 1526064 0 0 0 4640649 3952659 6159457 5478723 7043731 4361709 125709134 126136111 1156708 977509 124552426 125158602 X TO CONNECT, SUPPORT AND INFORM EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS AND COMMUNITIES IN ARIZONA. 0 0 1820915 VITALYST'S GRANTMAKING AND HEALTH SYSTEMS COLLABORATION WORK IS FOCUSED ON EFFORTS TO IMPROVE QUALITY OF CARE AND POPULATION HEALTH WHILE LOWERING HEALTH CARE COSTS. FOR EXAMPLE, VITALYST HAS PLAYED A KEY COLLABORATIVE ROLE IN COMMUNITY PARAMEDICINE (THE PROACTIVE,LOWER COST UTILIZATION OF FIRE DISTRICT RESOURCES TO HELP "FREQUENT FLYER" 911-TRANSPORT PATIENTS)AND THE CONTINUED DEVELOPMENT OF COMMUNITY HEALTH WORKERS(NEIGHBORHOOD-BASED PATIENT ADVOCATES AND NAVIGATORS WHO HELP REDUCE IMPROPER HEALTH SYSTEM USE AND PROMOTE HEALTHY LIVING)AS A COST-EFFECTIVE HEALTH PROFESSION.THE INNOVATION GRANTS GRANT PROCESS IS DESIGNED TO IDENTIFY OPPORTUNITIES AND AWARD MONIES FOR UNIQUE SERVICES AND SYSTEMIC POLICY CHANGE THAT ADDRESS THE CONDITIONS/DETERMINANTS THAT ENABLE ARIZONANS TO BE HEALTHY AND RESILIENT. 1034437 VITALYST'S HEALTH POLICY WORK INCLUDES CONDUCTING RELEVANT AND TIMELY RESEARCH; PROVIDING BALANCED, NON-PARTISAN INFORMATION ON HEALTH ISSUES IN ARIZONA; AND SERVING AS A NEUTRAL CONVENER TO ENCOURAGE DIALOGUE AND TRANSLATE IDEAS INTO ACTION. THIS HAS MANIFESTED ITSELF MOST CLEARLY WITH MORE THAN 80 PUBLICATIONS, AND IN VITALYST'S DEVELOPMENT AND SUPPORT FOR THE COVER AZ COALITION. THE COALITION OF OVER 600 MEMBERSFOCUSES ON HELPING ARIZONANS GAIN HEALTH INSURANCE COVERAGE THROUGH THE CHILDREN'S HEALTH INSURANCE PROGRAM, MEDICAID AND THE HEALTH INSURANCE MARKETPLACE. VITALYST SUPPORTS ENROLLMENT ASSISTANCE, PUBLIC AWARENESS AND COMMUNITY OUTREACH FOR THIS STATEWIDE EFFORT. IT IS ALSO ENGAGED IN A STATEWIDE ANALYSIS OF THE HEALTHCARE WORKFORCE TO DETERMINE CURRENT LEVELS AND PROJECTED DEMAND. 1373767 159913 VITALYST ENGAGES WITH PARTNER ORGANIZATIONS AND WITH CITIES AND TOWNS TO IMPROVE THE CONDITIONS FOR HEALTH AND WELL-BEING. ADVOCACY, COMMUNITY ENGAGEMENT AND DIRECT INVESTMENTS HAVE BEEN FOCUSED ON EFFORTS SUCH AS COMPLETE STREETS, TRANSIT-ORIENTED DEVELOPMENT, ACCESS TO HEALTHY FOODS, AND ACCESS TO PARKS AND RECREATION. 72554 VITALYST'S DIRECT TECHNICAL ASSISTANCE EFFORTS ARE FOCUSED ON STRENGTHENING THE CAPACITY OF SMALL-TO MID-SIZE NONPROFIT AGENCIES AND DEVELOPING ALLIANCES TO ACHIEVE THEIR HEALTH IMPROVEMENT GOALS. THROUGH ITS CAPACITY BUILDING/CIVIC ENGAGEMENT, VITALYST SPECIFICALLY PROVIDES CONSULTANTS AND COMMUNITY LEADERS WITH THE TOOLS, STRATEGIES AND OPPORTUNITIES TO POSITIVELY IMPACT COMMUNITY HEALTH. 72554 4301673 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 34 0 21 1 0 1 CJ BD 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 6023856500 2929 N CENTRAL AVENUE NO 1550 PHOENIX AZ 85012 KATHY ROSENZWEIG TRUSTEE 1.00 1.00 X 0 0 0 BETH SCHERMER TRUSTEE 1.00 1.00 X 0 0 0 SYDNEY FOX TRUSTEE 1.00 1.00 X 0 0 0 SUE NAVRAN TRUSTEE 1.00 1.00 X 0 0 0 ESSEN OTU TRUSTEE 1.00 1.00 X 0 0 0 TOM SANDS TRUSTEE 1.00 1.00 X 0 0 0 VANESSA HILL TRUSTEE 1.00 1.00 X 0 0 0 SHERRI SLAYTON TRUSTEE 1.00 1.00 X 0 0 0 PAMELA THOMPSON TRUSTEE 1.00 1.00 X 0 0 0 COLBY HUNTER TRUSTEE 1.00 1.00 X 0 0 0 STAN ARONOVITCH TRUSTEE 1.00 1.00 X 0 0 0 ALEXANDRA ZAVALA TRUSTEE 1.00 1.00 X 0 0 0 MILTON DOHONEY TRUSTEE 1.00 1.00 X 0 0 0 JOSEPH LARIOS TRUSTEE 1.00 1.00 X 0 0 0 MARIA MANRIQUEZ TRUSTEE 1.00 1.00 X 0 0 0 GARY J VOLKENANT TRUSTEE 1.00 1.00 X 0 0 0 PRISCILLA FOOTE SECRETARY 1.00 1.00 X X 0 0 0 JOSHUA PETERSON TREASURER 1.00 1.00 X X 0 0 0 NICHOLAS VASQUEZ VICE-CHAIR 1.00 1.00 X X 0 0 0 JAVIER CARDENAS MD CHAIR 1.00 1.00 X X 0 0 0 SUZANNE PFISTER CEO 40.00 1.00 X X 259711 0 27991 ROY PRINGLE COO 40.00 8.00 X 160725 0 30796 JON FORD DIRECTOR, COMMUNICATIONS 40.00 0.00 X 133433 0 13343 CJ HAGER DIRECTOR OF HEALTHY COMMUNITY POLICIES 40.00 0.00 X 101400 0 10140 655269 0 82270 4 0 1 0 MORGAN STANLEY WEALTH MANAGEMENT LLC 1585 BROADWAY NEW YORK NY 10036 INVESTMENT MANAGEMENT 275756 EAGLE CAPITAL MANAGEMENT 499 PARK AVE 17TH FLOOR NEW YORK NY 10022 INVESTMENT MANAGEMENT 242888 2 140370 140370 CONTRACT INCOME 900099 159913 159913 159913 2403275 2403275 38473633 31336759 7136874 7136874 7136874 9840432 159913 0 9540149 491059 205595 285464 779365 739308 40057 68538 60572 7966 104827 86608 18219 82275 63214 19061 13601 7564 6037 16161 16161 23247 23247 590009 590009 23562 22531 1031 31605 29117 2488 46087 37599 8488 82521 58304 24217 231968 167528 64440 50463 41541 8922 125377 113588 11789 17795 17795 22408 16183 6225 SUPPORTED ORGANIZATIONS 1820915 1820915 PROGRAM RELATED CONTRAC 745554 740775 4779 DUES AND MEMBERSHIPS 68111 57636 10475 EMPLOYEE TRAINING AND R 26385 21329 5056 16890 11766 5124 5478723 4301673 1177050 0 60214 65149 2400192 3243680 24421 37787 31354 20568 757456 688320 102676 69136 89780702 85283539 33309575 37416252 125709134 126136111 196686 221079 684307 515743 51018 51488 224697 189199 1156708 977509 X 105380918 105771891 9876573 10091776 9294935 9294935 124552426 125158602 125709134 126136111 4361709 -3755533 0 X X 0 1 X 1 0 X X 66 AJO CENTER FOR SUSTAINABLE AGRICULTURE 383909062 7 0 125000 0 ALHAMBRA SCHOOL DISTRICT 866000534 2 0 4500 0 ALLIANCE OF ARIZONA NONPROFITS - AZ GIVES DAY 202529887 7 0 18000 0 AMERICAN ACADEMY OF PEDIATRICS- ARIZONA FOUNDATION 860917603 7 0 8000 0 AREA AGENCY ON AGING 742371957 7 0 100000 0 ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED 860133392 7 0 80000 0 ARIZONA COMMUNITY FOUNDATION 860348306 7 0 66000 0 ARIZONA COMMUNITY TREE COUNCIL 860693339 10 0 124740 0 ARIZONA FORWARD 237154678 7 0 10000 0 ARIZONA GRANTMAKERS FORUM 861040394 7 0 8000 0 ARIZONA HISPANIC CHAMBER OF COMMERCE 860445372 10 0 10000 0 ARIZONA HOUSING COALITION 860909029 7 0 2500 0 ARIZONA PIRG 352259362 7 0 30000 0 ARIZONA PUBLIC HEALTH ASSOCIATION 510198821 7 0 5000 0 ASU FOUNDATION 866051042 7 0 20147 0 BANNER ALZHEIMER'S FOUNDATION 204862361 7 0 20000 0 CHANDLER FIRE 866000238 6 0 20000 0 CITY OF GLOBE 866000248 6 0 10000 0 CITY OF PHOENIX 866000256 6 0 6000 0 CROSSROADS INC 860182987 10 0 17000 0 DUET PARTNERS IN HEALTH & AGING 742370522 7 0 10000 0 EAR FOUNDATION OF ARIZONA 860822784 7 0 155000 0 FLAGSTAFF SHELTER SERVICES 204921369 7 0 145000 0 FOUNDATION FOR BLIND CHILDREN 860129981 7 0 50000 0 FRIENDS OF PUBLIC RADIO 010579687 7 0 10000 0 FUNDERS FOR LGBTQ ISSUES 134144494 7 0 2500 0 GRANTMAKERS IN HEALTH 133206571 7 0 9435 0 HUSHABYE NURSERY 822737849 10 0 125000 0 INTERNATIONAL RESCUE COMMITTEE 135660870 7 0 25000 0 KEOGH HEALTH CONNECTION 200251176 7 0 218177 0 LIVING STREETS ALLIANCE 274678502 7 0 8750 0 LOCAL FIRST ARIZONA 202626253 7 0 1000 0 MARICOPA COUNTY DEPARTMENT OF PUBLIC HEALTH 866000472 6 0 103121 0 MENTAL HEALTH AMERICA OF ARIZONA 860129976 7 0 2500 0 ORCHARD COMMUNITY LEARNING CENTER 275107074 10 0 5000 0 PIMA COMMUNITY ACCESS PROGRAM 861014012 7 0 10397 0 PINNACLE PREVENTION 464574172 7 0 13600 0 RYAN HOUSE 201852393 7 0 49000 0 SONORAN PREVENTION WORKS 300760098 7 0 5000 0 SOUTHWEST FAIR HOUSING COUNCIL 860530355 7 0 750 0 SOUTHWEST FOLKLIE ALLIANCE 510195434 10 0 5250 0 TAPAZ - AZ PARTNERSHIP FOR HEALTHY COMMUNITIES 860975231 7 1 55388 0 UNIFIED PROGRESS INTERNATIONAL EDUCATION 311835495 7 0 10000 0 VALLEY LEADERSHIP 860373283 7 0 10000 0 YOUNG INVINCIBLES 462214021 7 0 10000 0 AHCCCS 866004781 6 0 15000 0 ARIZONA COMMERCE AUTHORITY 452356396 10 0 1500 0 ARIZONA TOWN HALL 860177876 7 0 5000 0 DESERT BOTANICAL GARDEN 860136925 10 0 1200 0 LISC PHOENIX 133030229 7 0 7500 0 ST VINCENT DE PAUL 860096789 7 0 50000 0 SUN CITY AREA INTERFAITH SERVICES 860404687 7 0 10000 0 ONE ARIZONA 371782220 7 0 500 0 LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 521379661 7 0 250 0 CITY CENTER FOR COLLABORATIVE LEARNING 030504763 2 0 250 0 THE HOPI FOUNDATION 742488628 7 0 500 0 LEGENDS OF SUPERIOR TRAILS INC 474086007 7 0 250 0 UNITED FUND OF GLOBE-MIAMI 860187405 7 0 250 0 ARIZONA CENTER FOR EMPOWERMENT 242366780 7 0 250 0 CIRCLE THE CITY 262420730 7 0 750 0 ST JUDE CHILDREN'S RESEARCH HOSPITAL 620646012 7 0 100 0 EQUALITY ARIZONA 300108124 7 0 500 0 HUGER MERCY LIVING CENTER 721561134 7 0 1000 0 SUMMER YOUTH MUSICAL THEATRE PROGRAM 814017949 7 0 500 0 THE STAR SCHOOL 860710679 2 0 250 0 ALZHEIMER'S ASSOCIATION 133039601 7 0 650 0 66 1820955 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 PART IV, LINES 1 AND 5 THE ORGANIZATION DESIGNATES ITS SUPPORTED ORGANIZATIONS BY CLASS. SPECIFICALLY, THE ORGANIZATION SUPPORTS PUBLIC CHARITIES, OTHER THAN SUPPORTING ORGANIZATIONS, THAT PROMOTE HEALTH CARE, HEALTH EDUCATION, HEALTHY COMMUNITIES, HEALTH RESEARCH OR VOLUNTEERISM IN THE STATE OF ARIZONA. ALL ADDITIONS OF SUPPORTED ORGANIZATIONS DURING THE YEAR WERE PART OF THIS CLASS, ALREADY DESIGNATED IN THE ORGANIZATION'S ORGANIZING DOCUMENT. PART IV, SECTION B, LINE 2: THE ORGANIZATION SUPPORTS MULTIPLE ORGANIZATIONS, ONE OF WHICH HAS THE POWER TO APPOINT THE ORGANIZATION'S TRUSTEES. ALL OF THE OTHER SUPPORTED ORGANIZATIONS ARE PART OF THE DESIGNATED CLASS; ALL SUPPORTED ORGANIZATIONS PROMOTE HEALTH CARE, HEALTH EDUCATION, HEALTHY COMMUNITIES, HEALTH RESEARCH AND VOLUNTEERISM IN THE STATE OF ARIZONA. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23247 23247 5455476 5478723 423936 105984 0 0 399238 437362 457973 423936 1718509 2577764 43216 55577 1749 23247 123789 99810 109341 114493 105984 429628 644442 2791 663 663 4117 17014578 679198 558780 17134996 16271082 1332442 588946 17014578 15095747 1627403 452068 16271082 16170887 -564049 511091 15095747 16424170 311386 564669 16170887 1.00000 0 0 357853 314730 43123 135181 118268 16913 264422 255322 9100 69136 HEDGE FUNDS 16782131 F PRIVATE EQUITY FUNDS 8526511 F FUTURES FUNDS 4524207 F REAL ESTATE FUND 4448390 F DISTRESSED DEBT FUND 3135013 F 37416252 DEFERRED RENT EXPENSE 189199 189199 X 5494890 -3755533 -3755533 9250423 590009 590009 9840432 4888714 0 4888714 590009 590009 5478723 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO PERMANENTLY RESTRICTED ENDOWMENT FUNDS, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT HEALTH CARE PROGRAMS. PART X, LINE 2: VITALYST RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT JUNE 30, 2019, VITALYST HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS N/A 2386364 0 0 0 0 0 0 2386364 0 2386364 0 0 0 0 0 0 X X X X X 0 0 0 0 0 0 0 0 0 SUZANNE PFISTER CEO 259711 0 0 0 0 0 22672 0 5319 0 287702 0 0 0 ROY PRINGLE COO 160725 0 0 0 0 0 15574 0 15222 0 191521 0 0 0 PART I, LINE 3 A COMMITTEE OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE, DETERMINES THE ANNUAL COMPENSATION OF THE CEO. THE EXECUTIVE COMMITTEE MAKES THE DETERMINATION BASED ON COMPARABILITY DATA FROM FORMS 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES. THEY ALSO HIRE AN INDEPENDENT CONSULTANT EVERY 3 YEARS TO ASSIST IN DETERMINING THE COMPENSATION. THE EXECUTIVE COMMITTEE REPORTS THE INFORMATION TO THE BOARD OF TRUSTEES ANNUALLY. JENNIFER BONNETT SPOUSE OF A TRUSTEE 45450 CONTRACTED WITH VITALYST TO FACILITATE GRANT AND CAPACITY BUILDING FORUMS. THIS INDIVIDUAL IS AN APPROVED VENDOR THROUGH A PROCESS THAT INCLUDES SCORING BY UNRELATED INDIVIDUALS WORKING IN THE FIELD. 0 FORM 990, PART VI, SECTION A, LINE 7A AT LEAST HALF OF ALL BOARD MEMBERS MUST BE ELECTED OR APPOINTED BY TAPAZ, A SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S AUDIT COMMITTEE AND BOARD OF DIRECTORS REVIEW AND APPROVE THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES A WRITTEN DISCLOSURE AND SIGNATURE FROM ALL MEMBERS OF THE BOARD OF TRUSTEES AND ALL EMPLOYEES ON AN ANNUAL BASIS, AND AS CONFLICTS ARISE. THE FORM REQUIRES THAT THOSE COMPLETING THE FORM DISCLOSE CONFLICTS, IF ANY. THE FORMS ARE COLLECTED AT THE TIME OF THE ANNUAL BOARD OF TRUSTEES MEETING. ANY CONFLICTS DISCLOSED ARE DISCUSSED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE, DETERMINES THE ANNUAL COMPENSATION OF THE CEO. THE EXECUTIVE COMMITTEE MAKES THE RECOMMENDATION BASED ON COMPARABILITY DATA FROM FORMS 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES. THEY ALSO HIRE AN INDEPENDENT CONSULTANT EVERY THREE YEARS TO ASSIST IN DETERMINING THE COMPENSATION. THE BOARD OF TRUSTEES APPROVES THE COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS, FORM 990, AND ANNUAL REPORT ARE AVAILABLE ON OUR WEBSITE. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AJO CENTER FOR SUSTAINABLE AGRICULTURE 901 MORONDO AVE AJO AZ 85321 383909062 SUSTAINABLE FOOD SYSTEM IN AJO, AZ AZ 501(C)(3) LINE 7 N/A 0 ALHAMBRA SCHOOL DISTRICT 4510 NORTH 37 AVENUE PHOENIX AZ 85019 866000534 ASSISTIVE VISION DEVICES FOR CHILDREN AZ 501(C)(3) LINE 2 N/A 0 ALLIANCE OF ARIZONA NONPROFITS - AZ GIVES DAY 360 E CORONADO SUITE 120 PHOENIX AZ 85004 202529887 ARIZONA GIVING DAY AZ 501(C)(3) LINE 7 N/A 0 AMERICAN ACADEMY OF PEDIATRICS- ARIZONA FOUNDATION 2600 N CENTRAL SUITE 740 PHOENIX AZ 85004 860917603 ASSISTIVE VISION DEVICES FOR CHILDREN AZ 501(C)(3) LINE 7 N/A 0 AREA AGENCY ON AGING 1366 E THOMAS ROAD 108 PHOENIX AZ 85014 742371957 PROVIDE SERVICES TO THE ELDERLY AND DISABLED AZ 501(C)(3) LINE 7 N/A 0 ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED 3100 E ROOSEVELT PHOENIX AZ 85008 860133392 ENHANCE THE QUALITY OF LIFE OF PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED AZ 501(C)(3) LINE 7 N/A 0 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860348306 COURAGE TO LEARN - 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