Nonprofit · EIN 86-0777567
VALLEYWISE HEALTH FOUNDATION
Also known as MARICOPA H S RESEARCH FOUNDATION
Tax-exempt · PHOENIX, AZ 85008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $7,152,380 | $6,180,456 | $971,924 | $15,188,351 | $436,989 | $14,751,362 |
| December 31, 2024 | 990 | $12,903,627 | $8,953,982 | $3,949,645 | $14,903,519 | $1,387,040 | $13,516,479 |
| December 31, 2023 | 990 | $18,351,348 | $13,450,008 | $4,901,340 | $15,162,111 | $5,749,305 | $9,412,806 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,050,388
- Program service revenue
- $0
- Investment income
- $368,442
- Net gain from sales of assets
- -$45,529
- Net income from fundraising events
- $680,877
- Other revenue
- $733,550
Expenses
- Grants and similar amounts paid
- $4,887,119
- Compensation of officers, directors and key employees
- $16,848
- Other salaries and wages
- $305,542
- Salaries, compensation and benefits (total)
- $579,882
- Professional fundraising fees
- $0
- Legal fees
- $2,763
- Accounting fees
- $113,800
- Occupancy
- $96,307
- Depreciation
- $10,345
- Program services (functional)
- $4,887,119
- Management and general (functional)
- $590,016
- Fundraising (functional)
- $703,321
Balance sheet and other
- Total assets, start of year
- $14,903,519
- Total assets, end of year
- $15,188,351
- Total liabilities, end of year
- $436,989
- Net assets, end of year
- $14,751,362
- Land, buildings and equipment
- $3,697
- Publicly traded securities
- $5,174,464
- Net assets without donor restrictions
- $3,852,460
- Net assets with donor restrictions
- $10,898,902
- Gross receipts
- $7,355,750
- Employees
- 15
- Volunteers
- 80
- Year formed
- 1994
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA HARTSOCK | CEO Trustee or director, Officer | 40 | $16,848 |
| SEL NUTOR | BOARD CHAIR Trustee or director, Officer | 4 | $0 |
| WARREN WHITNEY | BOARD VICE C Trustee or director, Officer | 2 | $0 |
| CHARLES D BROWN | BOARD SECRET Trustee or director, Officer | 2 | $0 |
| TIMOTHY LOUIS | BOARD TREASU Trustee or director, Officer | 2 | $0 |
| LIZ AGBOOLA | DIRECTOR Trustee or director | 1 | $0 |
| CLAIRE AGNEW | DIRECTOR Trustee or director | 1 | $0 |
| JODI P CARTER MD | DIRECTOR Trustee or director | 1 | $0 |
| MARK DEWANE | DIRECTOR Trustee or director | 1 | $0 |
| FIRE CHIEF MIKE DURAN III | DIRECTOR Trustee or director | 1 | $0 |
| KEN LEE | DIRECTOR Trustee or director | 1 | $0 |
| CAROLINE MICHIELS | DIRECTOR Trustee or director | 1 | $0 |
| ALICIA NUNEZ | DIRECTOR Trustee or director | 1 | $0 |
| STEVE PURVES | DIRECTOR Trustee or director | 1 | $0 |
| DEANNA SALAZAR | DIRECTOR Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE C STUPP | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER VILLALOBOS | DIRECTOR Trustee or director | 1 | $0 |
| MARCI ZIMMERMAN-WHITE | DIRECTOR Trustee or director | 1 | $0 |
| PATTI GENTRY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHERINE FASSETT | CHIEF ADVANC Highest-paid employee | 40 | $238,790 | $0 | $14,981 |
| NICOLE RIVET | PRIOR CEO Trustee or director, Officer | 40 | $157,290 | $0 | $1,749 |
| ALYSSA CROCKETT | ASSOC VP DEV Highest-paid employee | 40 | $132,158 | $0 | $3,972 |
| KATIE JENSEN | SR DIRECTOR Highest-paid employee | 40 | $121,716 | $0 | $9,198 |
| LISA HARTSOCK | INTERIM CEO Officer | 40 | $0 | $120,919 | $0 |
| PATRICIA BOYD GENTRY | CHAIR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| WARREN WHITNEY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SEL NUTOR | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CHARLES D BROWN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LIZ AGBOOLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLAIRE AGNEW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETSEY BAYLESS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR JODI P CARTER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK G DEWANE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JILL KRIGSTEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIM LOUIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE DURAN III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALICIA NUNEZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAREN KING-BROOKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEN LEE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAROLINE MICHIELS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN PURVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEANNA SALAZAR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER VILLALOBOS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANNE C STUPP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARCI ZIMMERMAN-WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NATHAN LOWRIE | PRIOR CEO Highest-paid employee | 40 | $245,211 | $0 | $1,378 |
| KATHERINE FASSETT | CHIEF ADVANC Highest-paid employee | 40 | $185,193 | $0 | $33,567 |
| ALYSSA CROCKETT | ASSOC VP DEV Highest-paid employee | 40 | $148,908 | $0 | $23,008 |
| NICOLE RIVET | CEO Trustee or director, Officer | 40 | $123,890 | $0 | $13,302 |
| MARCIA SCOTT | VP MARKETING Highest-paid employee | 40 | $115,838 | $0 | $0 |
| LISA HARTSOCK | CEO Officer | – | $0 | $107,933 | $0 |
| PATRICIA BOYD GENTRY | CHAIR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| PAMELA STELZER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SEL NUTOR | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CHARLES D BROWN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LIZ AGBOOLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLAIRE AGNEW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETSEY BAYLESS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR JODI P CARTER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK G DEWANE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JILL KRIGSTEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIM LOUIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT R MEYER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALICIA NUNEZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOSH NUNEZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN M PEPIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID PUGH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN PURVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR ALBERT ROH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAY R SPECTOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANNE C STUPP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARCI ZIMMERMAN-WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WARREN WHITNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2601 E ROOSEVELT ST, PHOENIX, AZ 85008-4973
- In care of
- % RICHARD HENN
- Principal officer (990 for 2025)
- LISA HARTSOCK, 2601 E ROOSEVELT STREET, PHOENIX, AZ 85008
- Signed the 990
- LISA HARTSOCK, CEO
- Phone
- (602) 687-9031
- Return prepared by
- FESTER & CHAPMAN PLLC
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.
Program accomplishments
- 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.Expenses $4,887,119 · grants $4,887,119
- IN 2025, SUPPORT TO VALLEYWISE HEALTH INCLUDES FUNDING TO PROVIDE FOR CONSTRUCTION AND EQUIPPING NEW FACILITIES, SAFETY NET SERVICES AND PROGRAMS FOR UNDERSERVED PATIENTS, AND CONTINUING EDUCATION AND TRAINING OF STAFF.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0777567
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E058)
- Assets (IRS master file)
- $15,188,351
- Income (IRS master file)
- $7,355,750
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $7,152,380 | $6,180,456 | $15,188,351 | XML |
| 990 | December 2024 | $12,903,627 | $8,953,982 | $14,903,519 | IRS |
| 990 | December 2023 | $18,351,348 | $13,450,008 | $15,162,111 | XML |
| 990 | December 2022 | $10,627,821 | $12,208,350 | $6,904,950 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-0777567).
Questions about VALLEYWISE HEALTH FOUNDATION
- What is the EIN of VALLEYWISE HEALTH FOUNDATION?
- The employer identification number (EIN) of VALLEYWISE HEALTH FOUNDATION is 86-0777567.
- Is VALLEYWISE HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to VALLEYWISE HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does VALLEYWISE HEALTH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of VALLEYWISE HEALTH FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VALLEYWISE HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of VALLEYWISE HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2025 names LISA HARTSOCK.
- Who are the officers and directors of VALLEYWISE HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 19 people; 1 received compensation from the organization, the highest $16,848 (LISA HARTSOCK, CEO).
- How much revenue does VALLEYWISE HEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $7,152,380, expenses of $6,180,456 and total assets of $15,188,351 at year end.
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