Mission: THE MISSION OF MARICOPA HEALTH FOUNDATION IS TO PROVIDE PHILANTHROPIC SUPPORT OF MARICOPA INTEGRATED HEALTH SYSTEMS PROGRAMS, EDUCATION, RESEARCH AND CAPITAL DEVELOP ... (More)

Valleywise Health Foundation is a 501(c)(3) organization, with an IRS ruling year of 1995, and donations are tax-deductible.

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Contact Information

  http://www.maricopahealthfoundation.org/

  2910 E CAMELBACK RD STE 180
Phoenix AZ 85016-4439


 Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Finance & Accountability score for Valleywise Health Foundation is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.


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Encompass Rating System by Charity Navigator


Overall Score

89

out of 100

This charity's score is a passing score.
This overall score is calculated from multiple beacon scores: 90% Finance & Accountability and 10% Leadership & Adaptability


Learn about the Encompass Rating System: Overview | FAQ | Release Notes

Next: Impact & Results

...   Finance & Accountability


This score provides an assessment of a nonprofit's financial health (stability, efficiency and sustainability) and its commitment to governance practices and policies.


Finance & Accountability Score

88

out of 100

The score earned by Valleywise Health Foundation is a passing score

This V6 of the Finance & Accountability Score provides a baseline measure of an organization's health including the indicators listed in the report below.

This score represents Form 990 data from 2018, the latest year electronically filed and published by the IRS.



Back to Overall

Finance & Accountability Report

88

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Program Expense

Program Expense Ratio

66.36%

Higher effect on score

More data  


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.


Program Expense Percentage

Amount of Credit Received

70% or higherFull Credit
60% - 69.9%Partial Credit
50% - 59.9%Zero Points for Program Expense Score
Below 50%Zero Points for Both Program Expense AND Liabilities to Assets Scores

Source: IRS Form 990

Board Composition

15/16 Independent

Higher effect on score


Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).


The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.


Source: IRS Form 990

Independent Audit or Financial Review

Audited

Higher effect on score


An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:

Total Revenue Amount

Expectation to Receive Credit

$1 million or higherExpected to complete an audit
$500,000 - $1 millionExpected to complete an audit, review, or compilation
Less than $500,000No expectation (removed from scoring methodology)

Source: IRS Form 990

Liabilities to Assets Ratio

8.30%

Lower effect on score


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.

Liabilities to Assets Ratio

Amount of Credit Received

Less than 50%Full Credit
50% - 59.9%Partial Credit
60% or moreNo Credit

Source: IRS Form 990

Website

Listed

Lower effect on score


Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.


Nonprofits act in the public trust and reporting publicly on activities is an important component.


Source: IRS Form 990

Conflict of Interest Policy

Listed

Lower effect on score


Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.


This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.


Source: IRS Form 990

Board Meeting Minutes

Documented

Lower effect on score


Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.


An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.


Source: IRS Form 990

Document Retention and Destruction

Listed

Lower effect on score


Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.


This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.


Source: IRS Form 990

Whistleblower Policy

Listed

Lower effect on score


Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.


This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.


Source: IRS Form 990

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



NATHAN LOWRIE, PRESIDENT & CEO

$144,000


BART PATTERSON, DIRECTOR

$0


STEVE SCHRAMM, LIFETIME MEMBER

$0


MIKE COWLEY, LIFETIME MEMBER

$0


JUANITA FRANCIS, CHAIRMAN

$0


Source: IRS Form 990 (page 7), filing year 2018

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Described in section 509(a)(2) of the Code (BMF activity code: 995)

Other instruction and training (BMF activity code: 149)

Other scientific research activities (BMF activity code: 199)


Foundation Status:

Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2) (BMF foundation code: 16)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Valleywise Health Foundation reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Revenue

  • Grants Received


How COVID-19 impacted the organization's operations financially:

During the COVID-19 pandemic, Valleywise Health Foundation received generous in-kind donations including PPE, hand-sewn masks, 1,300+ thank you cards for healthcare workers as well as meals donated by 132 local restaurants. In 2020, donor gifts helped Valleywise Health Foundation provide record support to our public teaching health system through more than $1,400,000 in COVID-19 emergency relief. The Foundation also provided support for more than 150 health system employees through its Employee Helping Hands program.


How COVID-19 impacted the organization's delivery of programs:

Prior to the COVID-19 pandemic, Valleywise Health Foundation offered on-site volunteer opportunities for corporate and community groups including stocking mobile food pantries, participating in “Stop the Bleed” training sessions, helping our Family Resource Centers or stuffing backpacks for an annual backpack giving event. Since volunteerism is a key touchpoint for many donors, new opportunities were created to provide safe, socially-distanced volunteer opportunities. New offerings included assembling take-home craft kits, designing healthcare hero appreciation cards and attending virtual “lunch and learn” sessions. Prior to COVID-19, Valleywise Health Foundation hosted health system tours, fundraising events and in-person donor meetings. Donor stewardship and engagement shifted during the pandemic. The Foundation’s development team quickly pivoted to engage donors in new ways. This included producing high-quality virtual tours and creating virtual events to educate and engage donors.


How this organization adapted to changing conditions caused by COVID-19:

Valleywise Health Foundation shifted its events to new virtual platforms. We hosted three major virtual fundraising events and moved to a hybrid model in 2021. On April 23, 2020, Valleywise Health Foundation made history with its first virtual event - Night of Heroes. The event honoring young burn survivor Isabella McCune raised more than $225,000 for the new Arizona Burn Center at Valleywise Health.


Innovations the organization intends to continue permanently after the pandemic:

The virtual events hosted out of necessity during COVID-19 provided new knowledge and skills to reach larger audiences in the future. Offering hybrid options for key meetings and programs increases attendance and expands engagement opportunities to a much wider audience.


Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Valleywise Health Foundation cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Valleywise Health Foundation? Join the waitlist for an updated Impact & Results score.


Back to Overall

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Largest Programs

Largest Programs



Valleywise Health Foundation reported its largest program on its FY 2018 Form 990 as:


$1,204,127

Spent in most recent FY

100%

Percent of program expenses


PROVIDE SUPPORT OF MARICOPA INTEGRATED HEALTH SYSTEM'S PROGRAMS, EDUCATION, RESEARCH AND CAPITAL EXPENDITURE PROJECTS THAT ADVANCE PATIENT WELFARE AND IMPROVE HEALTH CARE IN THE COMMUNITY.


Previous: Impact & Results  / Next: Culture & Community

...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Valleywise Health Foundation is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


The mission of Valleywise Health Foundation is to provide philanthropic support for Valleywise Health, the only public teaching health system serving the Greater Phoenix Area for nearly 150 years. Funds raised help provide education, research and capital development projects that advance patient welfare and improve community health. The Foundation supports the Valleywise Health mission – exceptional care, without exception, every patient every time – regardless of the patient's ability to pay.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Through philanthropy and community engagement, Valleywise Health Foundation supports the Valleywise Health vision – to be nationally recognized for transforming care to improve community health.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Valleywise Health Foundation’s goal is to raise funds for key Valleywise Health programs, educational resources, research, programming, and critical patient services.

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Goal Two: Expand philanthropic giving to bridge the gap between public funding and actual operating and program costs - all benefiting the community and promoting preventative education and healthcare.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Three: Educate and connect Arizona's philanthropic and business leaders with the public health system that serves as the safety net.

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

In 2020, Valleywise Health Foundation introduced the software and business alignment tool Execute to Win to implement a sustainable system for improving strategies, exceeding company goals and enhancing the organizational mindset. The Foundation supports opportunities for employees to attend leadership programs and conferences. After a rigorous application process, Valleywise Health Foundation CEO Nate Lowrie was selected to join Virginia G. Piper Charitable Trust’s 2021 Piper Fellows class. Piper Fellows participate in professional development programs focused on strengthening leadership and helping nonprofits become more effective and resilient.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Raising Awareness

What are this organization’s external mobilizaton efforts?

Valleywise Health Foundation works to reach its goals by increasing engagement with Arizona’s philanthropic community. This includes educating and connecting Arizona's philanthropic and business leaders with the public health system that serves as the safety net and direct health provider for hundreds of thousands who may not have the means or access to health education or medical care.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


In addition to hosting one of the nation’s first virtual fundraisers at the start of the COVID-19 pandemic in April 2020, Valleywise Health Foundation also led the way in 2021 as one of the first healthcare nonprofits to host an NFT fundraiser. In November, the Foundation launched Viva Muertos, combining art, technology, culture and philanthropy. Partnering with Phoenix artist Lalo Cota, Valleywise Health Foundation issued an NFT drop on Día de los Muertos with thousands of unique “muertos.” Through this digital fundraiser, Valleywise Health Foundation became one of the first healthcare nonprofits in the nation to fundraise through NFTs and cryptogiving.

Source: Nonprofit submitted responses

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

Not Currently Scored

Valleywise Health Foundation is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback or Diversity, Equity, & Inclusion data. Nonprofit organizations are encouraged to fill out the How We Listen and Equity Practices sections of their Candid profile.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


Back to Overall

Culture & Community Report

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Constituent Feedback

Diversity, Equity, & Inclusion


This organization has not provided information regarding the diversity, equity and inclusion (DEI) practices it is presently implementing. As such, the organization has not earned a score on this metric. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback


Constituent Feedback and Listening Practice data are not available for this organization. Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.



Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

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