SILVER2024

Lifewell

Hope Health Healing

Phoenix, AZ   |  https://www.lifewell.us/
GuideStar Charity Check

Lifewell

EIN: 86-0292390


Mission

Lifewell aims to provide hope and recovery through our person-centered residential, outpatient, housing and community living programs. We provide integrated healthcare services to low-income adults with behavioral and physical illness and substance use disorders.

Ruling year info

1975

President/CEO

Doris Vaught

Main address

202 E Earll Dr Ste 200

Phoenix, AZ 85012 USA

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Formerly known as

Lifewell Behavioral Wellness

New Arizona Family, Inc.

EIN

86-0292390

Subject area info

Health care access

Mental health care

Mental and behavioral disorders

Supportive housing

Independent living for people with disabilities

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Population served info

Adults

Economically disadvantaged people

People with disabilities

Substance abusers

Pregnant people

NTEE code info

Alcohol, Drug Abuse (Treatment Only) (F22)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Blog

Affiliations

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Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Direct Care Clinics

Lifewell offers supportive and structured services for adults with serious mental illness, substance use/abuse diagnosis in an outpatient clinic setting. Services are designed to support member independence, enhance insight and develop skills which lead to increased self-sufficiency and community integration, and relapse prevention skills. Services are delivered through a flexible, individualized approach provided in the last restrictive environment possible. Services are intended to maximize independence, personal wellness, self-empowerment, skill development, dignity, self-respect and long-term sobriety in a stable and safe environment.

Population(s) Served
Adults
Economically disadvantaged people
People with disabilities
Substance abusers

Where we work

Financials

Lifewell
Fiscal year: Oct 01 - Sep 30
Financial documents
2020 A-133 Single Audit 2019 A-133 Single Audit 2018 A-133 Single Audit 2017 A-133 Single Audit
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

1.50

Average of 0.87 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

6.7

Average of 3.3 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

19%

Average of 15% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Lifewell

Revenue & expenses

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Lifewell

Balance sheet

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Lifewell

Financial trends analysis Glossary & formula definitions

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

This snapshot of Lifewell’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2017 2018 2019 2021 2022
Unrestricted surplus (deficit) before depreciation $529,317 $1,053,280 $3,350,099 $7,777,484 $507,338
As % of expenses 1.4% 2.7% 7.6% 18.8% 1.1%
Unrestricted surplus (deficit) after depreciation -$489,654 $55,699 $2,300,712 $6,697,597 -$507,632
As % of expenses -1.3% 0.1% 5.1% 15.8% -1.1%
Revenue composition info
Total revenue (unrestricted & restricted) $37,373,982 $40,472,219 $47,304,450 $49,322,401 $45,843,627
Total revenue, % change over prior year -7.6% 8.3% 16.9% 0.0% -7.1%
Program services revenue 100.0% 99.6% 99.7% 87.0% 99.7%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.0% 0.1% 0.1% 0.1% 0.0%
Government grants 0.0% 0.2% 0.2% 12.9% 0.0%
All other grants and contributions 0.0% 0.1% 0.0% 0.0% 0.2%
Other revenue 0.0% 0.1% 0.0% 0.1% 0.1%
Expense composition info
Total expenses before depreciation $36,870,769 $39,460,480 $44,020,582 $41,304,555 $45,341,854
Total expenses, % change over prior year -2.4% 7.0% 11.6% 0.0% 9.8%
Personnel 67.8% 70.4% 72.5% 73.5% 71.2%
Professional fees 8.6% 7.0% 5.9% 5.2% 7.5%
Occupancy 13.4% 13.8% 13.5% 13.7% 14.1%
Interest 1.6% 0.6% 0.5% 0.4% 0.5%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 8.6% 8.2% 7.5% 7.3% 6.7%
Full cost components (estimated) info 2017 2018 2019 2021 2022
Total expenses (after depreciation) $37,889,740 $40,458,061 $45,069,969 $42,384,442 $46,356,824
One month of savings $3,072,564 $3,288,373 $3,668,382 $3,442,046 $3,778,488
Debt principal payment $148,845 $271,329 $280,269 $6,266,970 $335,909
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $41,111,149 $44,017,763 $49,018,620 $52,093,458 $50,471,221

Capital structure indicators

Liquidity info 2017 2018 2019 2021 2022
Months of cash 2.8 2.7 3.2 6.5 6.7
Months of cash and investments 3.9 3.8 4.2 8.9 8.9
Months of estimated liquid unrestricted net assets 3.5 3.4 3.8 7.0 6.3
Balance sheet composition info 2017 2018 2019 2021 2022
Cash $8,493,919 $8,736,135 $11,619,353 $22,515,911 $25,463,140
Investments $3,399,733 $3,746,061 $3,887,047 $7,998,013 $8,042,016
Receivables $614,247 $752,694 $1,375,780 $2,294,990 $2,769,652
Gross land, buildings, equipment (LBE) $30,485,785 $30,853,037 $30,846,321 $31,517,955 $32,035,991
Accumulated depreciation (as a % of LBE) 32.7% 35.4% 37.8% 40.6% 43.1%
Liabilities (as a % of assets) 36.1% 36.5% 34.9% 40.7% 43.8%
Unrestricted net assets $21,213,708 $21,269,407 $23,570,119 $31,395,383 $30,887,751
Temporarily restricted net assets $342,522 $316,418 $285,315 N/A N/A
Permanently restricted net assets $0 $0 $0 N/A N/A
Total restricted net assets $342,522 $316,418 $285,315 $238,106 $212,002
Total net assets $21,556,230 $21,585,825 $23,855,434 $31,633,489 $31,099,753

Key data checks

Key data checks info 2017 2018 2019 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

President/CEO

Doris Vaught

Number of employees

Source: IRS Form 990

Lifewell

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

Lifewell

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

Lifewell

Board of directors
as of 01/24/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Dr. Rodrigo Silva

Organizational demographics

SOURCE: Self-reported; last updated 7/29/2022

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.