STRATEGY STUDIO / PUBLIC DATA EXPLORER

VITALYST HEALTH FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
VITALYST HEALTH FOUNDATION (EIN 86-0097240)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-01-24
IRS object ID
201740249349300344
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-01-24T19:23:26-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860133881PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HENRY & HORNE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12055 E WARNER RD STE 101AddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85284ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN860097240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VITALYST HEALTH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVITABusinessNameControlTxt
Phone6023856500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12929 N CENTRAL AVENUE NO 1550AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUZANNE PFISTERPersonNm
Person TitleCEOPersonTitleTxt
Phone6023856500PhoneNum
Signature2017-01-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOLETTE KAMPS CPAPreparerPersonNm
PTINP00367616PTIN
Phone4808394900PhoneNum
Preparation2017-01-23PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUZANNE PFISTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12929 N CENTRAL AVENUE NO 1550AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85012ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,163,184GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.VITALYSTHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1908FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionTO INFORM, CONNECT AND SUPPORT EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS & COMMUNITIES IN AZ.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee16TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$72,500PYContributionsGrantsAmt
CY Contributions Grants$35,000CYContributionsGrantsAmt
PY Program Service Revenue$760PYProgramServiceRevenueAmt
CY Program Service Revenue$18,566CYProgramServiceRevenueAmt
PY Investment Income$5,432,564PYInvestmentIncomeAmt
CY Investment Income$2,861,357CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,505,824PYTotalRevenueAmt
CY Total Revenue$2,914,923CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,208,099PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,252,334CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,456,679PYOtherExpensesAmt
CY Other Expenses$3,732,428CYOtherExpensesAmt
PY Total Expenses$5,664,778PYTotalExpensesAmt
CY Total Expenses$4,984,762CYTotalExpensesAmt
PY Revenues Less Expenses-$158,954PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,069,839CYRevenuesLessExpensesAmt
Total Assets BOY$121,960,127TotalAssetsBOYAmt
Total Assets EOY$111,903,843TotalAssetsEOYAmt
Total Liabilities BOY$1,037,441TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,016,268TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$120,922,686NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$110,887,575NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO INFORM, CONNECT AND SUPPORT EFFORTS TO IMPROVE THE HEALTH OF INDIVIDUALS AND COMMUNITIES IN ARIZONA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,819,567ExpenseAmt
DescVITALYST'S GRANTMAKING AND HEALTH SYSTEMS COLLABORATION WORK IS FOCUSED ON EFFORTS TO IMPROVE QUALITY OF CARE AND POPULATION HEALTH WHILE LOWERING HEALTH CARE.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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,054,450ExpenseAmt
Revenue$2,450RevenueAmt
DescVITALYST'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 IN 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 1,000-MEMBER COALITION FOCUSES 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$712,290ExpenseAmt
Revenue$14,151RevenueAmt
DescVITALYST 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$371,007ExpenseAmt
Revenue$1,965RevenueAmt
DescVITALYST'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 CHANGE AGENT NETWORK, VITALYST SPECIFICALLY PROVIDES CONSULTANTS AND COMMUNITY LEADERS WITH THE TOOLS, STRATEGIES AND OPPORTUNITIES TO POSITIVELY IMPACT COMMUNITY HEALTH.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$371,007TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,965TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,957,314TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document21IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee16EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryBDForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6023856500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12929 N CENTRAL AVENUE NO 1550AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85012ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KATHY ROSENZWEIG
TRUSTEE1.001.00Yes (X)$0$0$0
MUSTAPHA MAHMUD
TRUSTEE (THROUGH 3/2016)1.001.00Yes (X)$0$0$0
DANIEL R CALLAHAN
TRUSTEE1.001.00Yes (X)$0$0$0
JAVIER CARDENAS MD
TRUSTEE1.001.00Yes (X)$0$0$0
BETH SCHERMER
TRUSTEE1.001.00Yes (X)$0$0$0
SUE NAVRAN
TRUSTEE1.001.00Yes (X)$0$0$0
BOB ENGLAND
TRUSTEE1.001.00Yes (X)$0$0$0
FRANK FAIRBANKS
TRUSTEE1.001.00Yes (X)$0$0$0
TOM SANDS
TRUSTEE1.001.00Yes (X)$0$0$0
VANESSA HILL
TRUSTEE1.001.00Yes (X)$0$0$0
JOSHUA PETERSON
TRUSTEE1.001.00Yes (X)$0$0$0
PAMELA THOMPSON
TRUSTEE1.001.00Yes (X)$0$0$0
LISA URIAS
TRUSTEE1.001.00Yes (X)$0$0$0
STAN ARONOVITCH
TRUSTEE1.001.00Yes (X)$0$0$0
NICHOLAS VASQUEZ
TRUSTEE1.001.00Yes (X)$0$0$0
ALEXANDRA ZAVALA
TRUSTEE1.001.00Yes (X)$0$0$0
PRISCILLA FOOTE
TRUSTEE1.001.00Yes (X)$0$0$0
GARY J VOLKENANT
CHAIR1.001.00Yes (X)$0$0$0Yes (X)
ESSEN OTU
VICE CHAIR1.001.00Yes (X)$0$0$0Yes (X)
RANDAL C CHRISTENSEN MD
SECRETARY (THROUGH 5/2016)1.001.00Yes (X)$0$0$0Yes (X)
SHERRI SLAYTON
TREASURER1.001.00Yes (X)$0$0$0Yes (X)
SUZANNE PFISTER
CEO40.001.00Yes (X)$213,325$0$31,759Yes (X)
ROY PRINGLE
COO40.008.00$147,642$0$25,179Yes (X)
JON FORD
DIRECTOR, COMMUNICATIONS40.00$124,133$0$13,013Yes (X)
KIM VANPELT
DIRECTOR, STATE HEALTH POLICY AND ADVOCACY40.00$123,917$0$33,366Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$609,017TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$103,317TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MORGAN STANLEY WEALTH MANAGEMENT LLC
1585 BROADWAYNEW YORKNY10036INVESTMENT MANAGEMENT$258,954
EAGLE CAPITAL MANAGEMENT
499 PARK AVE 17TH FLOORNEW YORKNY10022INVESTMENT MANAGEMENT$197,984
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$35,000AllOtherContributionsAmt
Total Contributions$35,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONTRACT INCOMEDesc
Business900099BusinessCd
Total Revenue Column$18,566TotalRevenueColumnAmt
Related Or Exempt Func Income$18,566RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$18,566TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,785,892TotalRevenueColumnAmt
Exclusion$1,785,892ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$19,323,726SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$18,248,261SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,075,465SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,075,465TotalRevenueColumnAmt
Exclusion$1,075,465ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,914,923TotalRevenueColumnAmt
Related Or Exempt Func Income$18,566RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,861,357ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$429,322TotalAmt
Program Services$179,284ProgramServicesAmt
Management And General$250,038ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$650,792TotalAmt
Program Services$594,710ProgramServicesAmt
Management And General$56,082ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$52,441TotalAmt
Program Services$48,371ProgramServicesAmt
Management And General$4,070ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$43,821TotalAmt
Program Services$37,732ProgramServicesAmt
Management And General$6,089ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$75,958TotalAmt
Program Services$55,784ProgramServicesAmt
Management And General$20,174ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,828TotalAmt
Management And General$6,828ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,800TotalAmt
Management And General$20,800ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$438,586TotalAmt
Management And General$438,586ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$54,829TotalAmt
Program Services$44,290ProgramServicesAmt
Management And General$10,539ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$59,970TotalAmt
Program Services$11,238ProgramServicesAmt
Management And General$48,732ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$41,398TotalAmt
Program Services$31,726ProgramServicesAmt
Management And General$9,672ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,415TotalAmt
Program Services$26,570ProgramServicesAmt
Management And General$9,845ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$289,425TotalAmt
Program Services$222,716ProgramServicesAmt
Management And General$66,709ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$72,190TotalAmt
Program Services$65,987ProgramServicesAmt
Management And General$6,203ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$63,554TotalAmt
Program Services$56,400ProgramServicesAmt
Management And General$7,154ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,813TotalAmt
Management And General$21,813ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,767TotalAmt
Management And General$21,767ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPORTED ORGANIZATIONS$1,696,668$1,696,668
PROGRAM RELATED CONTRAC$815,263$811,268$3,995
DUES AND MEMBERSHIPS$38,853$29,963$8,890
MISCELLANEOUS$29,159$23,811$5,348

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,910TotalAmt
Program Services$20,796ProgramServicesAmt
Management And General$4,114ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,984,762TotalAmt
Program Services$3,957,314ProgramServicesAmt
Management And General$1,027,448ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$101,970BOYAmt
EOY$101,122EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,292,609BOYAmt
EOY$5,796,930EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$30,636EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$30,949BOYAmt
EOY$19,725EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$756,543LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$600,058LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$177,577BOYAmt
EOY$156,485EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$77,841,473BOYAmt
EOY$71,226,167EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$40,515,549BOYAmt
EOY$34,572,778EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$121,960,127BOYAmt
EOY$111,903,843EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$163,421BOYAmt
EOY$143,196EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$397,235BOYAmt
EOY$481,305EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$50,126BOYAmt
EOY$50,561EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$426,659BOYAmt
EOY$341,206EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,037,441BOYAmt
EOY$1,016,268EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$102,692,284BOYAmt
EOY$93,856,962EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,935,467BOYAmt
EOY$7,735,678EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,294,935BOYAmt
EOY$9,294,935EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$120,922,686BOYAmt
EOY$110,887,575EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$121,960,127BOYAmt
EOY$111,903,843EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,069,839ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$7,965,272NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations34SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (34 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ALHAMBRA SCHOOL DISTRICT
86600053430$3,750$0
AMERICAN ACADEMY OF PEDIATRICS- ARIZONA FOUNDATION
86091760330$8,000$0
AREA AGENCY ON AGING
74237195730$49,443$0
ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED
86013339230$80,000$0
ARIZONA COMMUNITY FOUNDATION - AZ GIVES DAY
86034830630$10,000$0
ARIZONA FORWARD
23715457830$10,000$0
ARIZONA GRANTMAKERS FORUM
86104039430$6,000$0
ARIZONA HOUSING ALLIANCE
26371160030$8,000$0
ARIZONA NURSES FOUNDATION
26334166030$5,000$0
ARIZONA PIRG
35225936230$76,750$0
BANNER HEALTH FOUNDATION
20444960330$40,000$0
CENTER FOR NEIGHBORHOOD LEADERSHIP
46228415830$17,400$0
CENTER FOR FUTURE OF AZ
82053837230$25,000$0
CHIDREN'S ACTION ALLIANCE
86059478530$45,000$0
CIRCLE THE CITY
26242073030$25,000$0
COMMUNITY FOOD BANK OF SOUTHERN ARIZONA
51019251930$125,000$0
COMMUNITY HEARING AID PROGRAM
26117275330$17,288$0
CROSSROADS
86018298730$17,000$0
EAR FOUNDATION OF ARIZONA
86082278430$156,000$0
ENROLL AMERICA
27166122130$40,000$0
FEEDING MATTERS
20809582630$140,000$0
FIRST PLACE AZ
46172222730$25,000$0
FOUNDATION FOR BLIND CHILDREN
86012998130$50,000$0
FRIENDS OF PUBLIC RADIO
01057968730$25,000$0
GOODYEAR FIRE DEPARTMENT
86600024930$125,000$0
GRANTMAKERS IN HEALTH
13320657130$7,475$0
HON KACHINA
86091704130$50,000$0
INTERNATIONAL RESCUE COMMITTEE
13566087030$10,000$0
KEOGH HEALTH CONNECTION
20025117630$312,440$0
PAFCO
20065890530$10,000$0
PIMA COMMUNITY ACCESS PROGRAM
86101401230$102,600$0
PIMA COUNTY HEALTH DEPARTMENT
86600054330$120,000$0
PINNACLE PREVENTION
46457417230$25,000$0
TAPAZ
8609752313Yes (1)$20,000$0
FieldValueIRS element (for citing)
Supported Organizations Total34SupportedOrganizationsTotalCnt
Support Sum$1,787,146SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 1:FormAndLineReferenceDesc
ExplanationGRANT APPLICATIONS ARE REVIEWED AND APPROVED BY A COMMITTEE COMPOSED OF BOARD MEMBERS, VITALYST STAFF, AND MEMBERS OF THE COMMUNITY.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,791FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$40,425FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$43,216FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,941,546FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,984,762FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$399,238FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$99,810FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus1$433,239CurrentYearMinus1Amt
Current Year$399,238CurrentYearAmt
Total$832,477TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,248,716LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$43,216CurrentYearAmt
Total$43,216TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus1$108,310CurrentYearMinus1Amt
Current Year$99,810CurrentYearAmt
Total$208,120TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$312,180GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$2,791CurrentYearAmt
Total$2,791TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,170,887BeginningYearBalanceAmt
Investment Earnings Or Losses-$564,049InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$511,091GrantsOrScholarshipsAmt
End Year Balance$15,095,747EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,424,170BeginningYearBalanceAmt
Investment Earnings Or Losses$311,386InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$564,669GrantsOrScholarshipsAmt
End Year Balance$16,170,887EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,654,402BeginningYearBalanceAmt
Investment Earnings Or Losses$2,332,584InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$562,816GrantsOrScholarshipsAmt
End Year Balance$16,424,170EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,626,531BeginningYearBalanceAmt
Investment Earnings Or Losses$1,638,939InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$611,068GrantsOrScholarshipsAmt
End Year Balance$14,654,402EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,264,079BeginningYearBalanceAmt
Investment Earnings Or Losses-$69,343InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$568,205GrantsOrScholarshipsAmt
End Year Balance$13,626,531EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$352,100OtherCostOrOtherBasisAmt
Depreciation$280,557DepreciationAmt
Book Value$71,543BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$130,687OtherCostOrOtherBasisAmt
Depreciation$77,563DepreciationAmt
Book Value$53,124BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$273,756OtherCostOrOtherBasisAmt
Depreciation$241,938DepreciationAmt
Book Value$31,818BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$156,485TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FUNDS$16,996,509F
PRIVATE EQUITY FUNDS$6,436,570F
FUTURES FUNDS$4,891,424F
REAL ESTATE FUND$3,403,857F
DISTRESSED DEBT FUND$2,844,418F
FieldValueIRS element (for citing)
Total Book Value Securities$34,572,778TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION$45,515
DEFERRED RENT EXPENSE$295,691
FieldValueIRS element (for citing)
Total Liability$341,206TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$5,050,349TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$7,965,272NetUnrealizedGainsInvstAmt
Revenue Not Reported-$7,965,272RevenueNotReportedAmt
Revenue Subtotal$2,914,923RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,914,923TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,984,762TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,984,762ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,984,762TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2016, VITALYST HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN -RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Specific Services ProvidedN/ASpecificServicesProvidedTxt
Region Total Expenditures$2,509,253RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$2,509,253SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,509,253TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SUZANNE PFISTER
CEO$213,325$0$0$0$0$0$21,332$0$10,427$0$245,084$0$0$0
ROY PRINGLE
COO$147,642$0$0$0$0$0$14,764$0$10,415$0$172,821$0$0$0
KIM VANPELT
DIRECTOR, STATE HEALTH POLICY AND AD$123,917$0$0$0$0$0$12,392$0$20,974$0$157,283$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationA 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7AAT LEAST HALF OF ALL BOARD MEMBERS MUST BE ELECTED OR APPOINTED BY TAPAZ, A SUPPORTED ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CTHE 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 15A COMMITTEE OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE, RECOMMENDS TO THE BOARD 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 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ALHAMBRA SCHOOL DISTRICT
4510 N 37TH AVEPHOENIXAZ85019866000534EDUCATE CHILDRENAZ501(C)(3)LINE 7N/A0
AMERICAN ACADEMY OF PEDIATRICS- ARIZONA FOUNDATION
2600 N CENTRAL SUITE 740PHOENIXAZ85004860917603ASSISTIVE VISION DEVICES FOR CHILDRENAZ501(C)(3)LINE 7N/A0
AREA AGENCY ON AGING
1366 E THOMAS ROAD 108PHOENIXAZ85014742371957PROVIDE SERVICES TO THE ELDERLY AND DISABLEDAZ501(C)(3)LINE 7N/A0
ARIZONA CENTER FOR THE BLIND AND VISUALLY IMPAIRED
3100 E ROOSEVELTPHOENIXAZ85008860133392ENHANCE THE QUALITY OF LIFE OF PEOPLE WHO ARE BLIND OR VISUALLY IMPAIREDAZ501(C)(3)LINE 7N/A0
ARIZONA COMMUNITY FOUNDATION - AZ GIVES DAY
2201 E CAMELBACK ROAD SUITE 202PHOENIXAZ85016860348306ARIZONA GIVING DAYAZ501(C)(3)LINE 7N/A0
ARIZONA FORWARD
3800 N CENTRAL AVENUE SUITE 1010PHOENIXAZ85012237154578COMMUNITY DEVELOPMENTAZ501(C)(3)LINE 7N/A0
ARIZONA GRANTMAKERS FORUM
1505 E MISSOURI 200PHOENIXAZ85014861040394CORE OPERATING SUPPORTAZ501(C)(3)LINE 7N/A0
ARIZONA HOUSING ALLIANCE
125 NORTH 2 STREET SUITE 110 111PHOENIXAZ85004263711600HEALTHY COMMUNITIESAZ501(C)(3)LINE 7N/A0
ARIZONA NURSES FOUNDATION
1850 E SOUTHERN AVENUE SUITE 1TEMPEAZ85282263341660RWJF MATCH FOR WORKFORCE STUDYAZ501(C)(3)LINE 7N/A0
ARIZONA PIRG
130 N CENTRAL AVENUE SUITE 202PHOENIXAZ85004352259362ACA OUTREACH/ENROLL & TRANSPORTATION INITIATIVEAZ501(C)(3)LINE 7N/A0
BANNER HEALTH FOUNDATION
2901 N CENTRAL AVENUE SUITE 160PHOENIXAZ85012204449603ALZHEIMERS INSTITUTE - CAREGIVER SUPPORT PROGRAMAZ501(C)(3)LINE 7N/A0
CENTER FOR NEIGHBORHOOD LEADERSHIP
816 NFIRST AVENUEPHOENIXAZ85003462284158EDUCATION POLICY & STRATEGY FOR NONPROFITSAZ501(C)(3)LINE 7N/A0
CENTER FOR FUTURE OF AZ
541 E VAN BUREN SUITE B-5PHOENIXAZ85004820538372SUPPORT AZ WE WANT PROGRAMAZ501(C)(3)LINE 7N/A0
CHIDREN'S ACTION ALLIANCE
4001 N THIRD STREET 160PHOENIXAZ85012860594785KIDSCARE SUPPORTAZ501(C)(3)LINE 7N/A0
CIRCLE THE CITY
333 W INDIAN SCHOOL ROADPHOENIXAZ85013262420730FUNDS FOR FQHC GRANT WRITERAZ501(C)(3)LINE 7N/A0
COMMUNITY FOOD BANK OF SOUTHERN ARIZONA
PO BOX 26727TUCSONAZ85726510192519COCHISE COUNTY FOOD VALUE CHAIN INITIATIVEAZ501(C)(3)LINE 7N/A0
COMMUNITY HEARING AID PROGRAM
3434 W ANTHEM WAY 118-486ANTHEMAZ85086261172753PROVIDE HEARING AIDS TO LOW INCOME AZ RESIDENTSAZ501(C)(3)LINE 7N/A0
CROSSROADS
5116 E THOMAS ROADPHOENIXAZ85016860182987RECOVERY FROM SUBSTANCE ABUSEAZ501(C)(3)LINE 7N/A0
EAR FOUNDATION OF ARIZONA
668 N 44TH STREET 300PHOENIXAZ850086524860822784EDUCATIONAL, PREVENTION, INTERVENTION FOR THE HEARING IMPAIREDAZ501(C)(3)LINE 7N/A0
ENROLL AMERICA
1001 G STREET NW 8TH FLOORWASHINGTONDC20001271661221ACA OUTREACH AND ENROLLMENTAZ501(C)(3)LINE 7N/A0
FEEDING MATTERS (INNOVATION & BOV)
7650 E REDFIELD ROAD SUITE C-4SCOTTSDALEAZ85260208095826PEDIATRIC FEEDING STRUGGLE ADVOCACY & EARLY INTERVENTION MODELAZ501(C)(3)LINE 7N/A0
FIRST PLACE AZ
717 E MARYLAND AVENUE SUITE 110PHOENIXAZ85014461722227SUPPORTING YOUNG ADULTS WITH AUTISMAZ501(C)(3)LINE 7N/A0
FOUNDATION FOR BLIND CHILDREN
1235 E HARMONTPHOENIXAZ85020860129981AID TO BLIND AND VISUALLY IMPAIRED CHILDREN AND ADULTSAZ501(C)(3)LINE 7N/A0
FRIENDS OF PUBLIC RADIO
2323 WEST 14 STREETTEMPEAZ85281010579687COMMUNITY DEVELOPMENTAZ501(C)(3)LINE 7N/A0
GOODYEAR FIRE DEPARTMENT
14455 W VAN BUREN ST SUITE 103GOODYEARAZ85338866000249COMMUNITY PARAMEDICINE CONSORTIUMAZ501(C)(3)LINE 7N/A0
GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW 1200WASHINGTONDC20036133206571ORGANIZATIONAL DEVELOPMENTAZ501(C)(3)LINE 7N/A0
HON KACHINA
3104 E CAMELBACK ROAD 212PHOENIXAZ85016860917041CORE OPERATING SUPPORTAZ501(C)(3)LINE 7N/A0
INTERNATIONAL RESCUE COMMITTEE
4425 W OLVIE AVENUE SUITE 400GLENDALEAZ85032135660870REINVENT PHX IMPLEMENTATIONAZ501(C)(3)LINE 7N/A0
KEOGH HEALTH CONNECTION
3620 NORTH 4TH AVENUEPHOENIXAZ85013200251176ACA OUTREACH AND ENROLLMENTAZ501(C)(3)LINE 7N/A0
PAFCO
2100 N CENTRAL AVENUE SUITE 225PHOENIXAZ85004200658905CIVIC PARTICIPATION PROJECTAZ501(C)(3)LINE 7N/A0
PIMA COMMUNITY ACCESS PROGRAM
3480 E BRITANNIADRIVE SUITE 120TUCSONAZ85706861014012ACA OUTREACH AND ENROLLMENTAZ501(C)(3)LINE 7N/A0
PIMA COUNTY HEALTH DEPARTMENT
2797 E AJO WAYTUCSONAZ85713866000543MOTHERS IN ARIZONA MOVING AHEAD (MAMA)AZ501(C)(3)LINE 7N/A0
PINNACLE PREVENTION
3100 W RAY ROAD SUITE 201CHANDLERAZ85226464574172FOOD BUCK AZ FRUIT & VEGETABLE INCENTIVE PROGRAMAZ501(C)(3)LINE 7N/A0
TAPAZ
2929 N CENTRAL AVENUE SUITE 1550PHOENIXAZ85012860975231SUPPORT FUNDS FOR TAPAZAZ501(C)(3)LINE 7N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd