2025-08-15T16:30:53-05:00 2024-09-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2023-10-01 860135840 VALLEYLIFE VALL 6023710806 1142 W HATCHER RD PHOENIX AZ 85021 CLETUS THIEBEAU PRESIDENT/CEO 6023710806 2025-08-15 1 1 BRENDA ANN BLUNT CPA P00075126 4803151040 2025-08-15 2023 2025-03-06 01:10:19Z CLETUS THIEBEAU 1142 W HATCHER RD PHOENIX AZ 85021 18154284 0 X WWW.VALLEYLIFEAZ.ORG X 1947 AZ TO ENHANCE THE QUALITY OF LIFE OF PEOPLE WITH DISABILITIES. 8 7 649 295 0 0 4503657 1791797 16312839 16122463 113714 189907 -26066 16419 20904144 18120586 644167 582791 0 0 14842898 14727456 0 0 173263 2290509 2363546 17777574 17673793 3126570 446793 15078131 15390404 3741379 3589466 11336752 11800938 X TO ENHANCE THE QUALITY OF LIFE OF PEOPLE WITH DISABILITIES. 0 0 11575610 545084 12199360 RESIDENTIAL SERVICES - VALLEYLIFE OWNS OR LEASES RESIDENTIAL GROUP HOMES IN THE NORTHWEST AREA OF MARICOPA COUNTY. EACH HOME CAN ACCOMMODATE UP TO SIX (6) DEVELOPMENTALLY DISABLED RESIDENTS. BASIC LIVING SKILLS ARE TAUGHT AND SELF-SUFFICIENCY IS ENCOURAGED AND MAINTAINED. DURING THE YEAR, 95 CLIENTS WERE SERVED. 2297193 37574 2472352 DAY SERVICES - DAY SERVICES PROVIDES A CURRICULUM TO DEVELOPMENTALLY DISABLED INDIVIDUALS THAT IS EXCEPTIONALLY DIVERSE, CONCENTRATING ON ACTIVITIES WHICH WILL INCREASE AND MAINTAIN INDEPENDENT FUNCTIONING OF EACH PARTICIPANT. PROGRAMS ARE DESIGNED TO OPTIMIZE EACH INDIVIDUAL'S COMMUNITY LIVING SKILLS AND TO REFINE THEIR PERSONAL AND SOCIAL SKILLS. DURING THE YEAR, 114 CLIENTS WERE SERVED. 1052650 127 854603 VOCATIONAL SERVICES - PROVIDES JOB READINESS TRAINING, PAID WORK TRAINING, SUPPORT TO MAINTAIN EMPLOYMENT, AND JOB PLACEMENT FOR INDIVIDUALS WITH A VARIETY OF DISABILITIES AND BARRIERS TO EMPLOYMENT. DURING THE YEAR, 282 CLIENTS WERE SERVED. 583735 6 596376 HCBS SERVICES - PROVIDE RESPITE, ATTENDANT CARE, HOUSEKEEPING, COMPANION CARE, AND HABILITATION SERVICES TO CLIENTS IN THEIR HOMES TO ASSIST OR RELIEVE THE PRIMARY CARE GIVER. DURING THE YEAR, 18 MEMBERS WERE SERVED. 583735 6 596376 15509188 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 38 0 1 649 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 X DONNA CORDOVA 6023710806 1142 WEST HATCHER ROAD PHOENIX AZ 85021 CLETUS THIEBEAU PRESIDENT/CEO 40.00 2.00 X X 321168 0 15258 STEVE MCKAMEY BOARD CHAIR 2.00 0.00 X X 0 0 0 HEATHER WINTERS BULL VICE CHAIR 2.00 1.00 X X 0 0 0 JAMES WUENSCHE TREASURER 2.00 0.00 X X 0 0 0 AMY COBLENTZ SECRETARY 2.00 1.00 X X 0 0 0 MARC GARCIA DIRECTOR 2.00 0.00 X 0 0 0 ALISA RANDALL DIRECTOR 2.00 0.00 X 0 0 0 GENA JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 DONNA CORDOVA CFO 40.00 2.00 X 145661 0 8874 JENNIFER BAIER DIRECTOR OF VOCATIONAL AND EMPLOYMENT SERVICES 40.00 0.00 X 101371 0 6568 568200 0 30700 3 0 1 0 MUTAL OF AMERICA 3040 POST OAK BOULEVARD HOUSTON TX 770566510 RETIREMENT SERVICES 548373 1 933 53901 6356 1596290 134317 151929 1791797 GOVERNMENT FEES AND CONTRACTS 624310 15454182 15454182 VOCATIONAL TRAINING 624310 550849 550849 WORK EXPERIENCE AND TRAINING 624310 104696 104696 TICKET TO WORK 900099 7690 7690 PRINT SHOP 323100 5046 5046 16122463 193142 193142 640 0 3875 640 -3875 -3235 -3235 9900 53901 26263 -16363 -16363 7639 145 7494 7494 3643 3415 228 228 INSURANCE PROCEEDS 900099 22000 22000 SECURITY DEPOST REFUND 900099 3060 3060 25060 18120586 16122691 0 206098 582791 582791 516867 362671 154196 12231962 11051648 1065287 115027 159292 130464 26947 1881 706559 570277 128769 7513 1112776 998213 103756 10807 2045 2045 62409 62409 750 750 9355 3150 6079 126 173144 84031 75683 13430 670894 603289 60726 6879 656881 639366 15605 1910 312 256 49 7 308900 141560 165215 2125 101840 34489 66163 1188 INKIND EXPENSES 88733 88127 535 71 RECRUITING 82753 78772 3981 BAD DEBT EXPENSE 31881 31881 EQUIP RENTAL & MAINT 9552 7164 2101 287 164097 101039 51046 12012 17673793 15509188 1991342 173263 292211 272893 5488860 6049970 2150740 2005540 1577537 1435398 199541 145936 59908 100176 6254154 3705006 2502864 2549148 124289 167861 2682181 2663482 15078131 15390404 783395 992952 1299912 1299162 90789 83917 992 998 1566291 1212437 3741379 3589466 X 11085648 11534429 251104 266509 11336752 11800938 15078131 15390404 446793 12640 4753 0 X 0 1 X 1 0 X 336049 3578099 1828310 4503657 1791797 12037912 3999095 14507672 14375184 16315005 16126106 65323062 4335144 18085771 16203494 20818662 17917903 77360974 200 3200 4200 7900 25849 41349 0 200 3200 4200 7900 25849 41349 77319625 936 2430 9096 100673 193142 306277 936 2430 9096 100673 193142 306277 369 3282 920 22000 26571 4336449 18088201 16215872 20920255 18133045 77693822 0.99520 0.99770 0.00390 0.00190 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 3,282. 2022 AMOUNT: $ 920. PALLET SCRAP METAL RECYCLING - 2019 AMOUNT: $ 369. INSURANCE CLAIM - 2023 AMOUNT: $ 22,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1290 1290 0 PART II-B, LINE 1: LOBBYING PORTION OF DUES PAID TO THE ARIZONA ASSOCIATION OF PROVIDERS FOR PEOPLE WITH DISABILITIES (AAPDD). 0 1 X 334932 334932 676750 557548 119202 2785138 1348845 1436293 2457334 1798613 658721 2549148 RELATED COMPANY RECEIVABLES 1773512 DEPOSITS 14103 CUSTODIAL CASH ACCOUNTS 83917 OPERATING RIGHT OF USE ASSET 791950 2663482 REFUNDABLE ADVANCE 390433 OPERATING LEASE LIABILITY - ST 63479 OPERATING LEASE LIABILITY - LT 758525 1212437 X PART IV, LINE 2B: THE CLIENT FUNDS ARE SEGREGATED INTO A SEPARATE ACCOUNT AND TRACKED ON A PER CLIENT BASIS. THE ORGANIZATION RECEIVES CLIENT FUNDS FROM BOTH THE STATE OF ARIZONA AND SSI. THESE FUNDS ARE DISTRIBUTED TO THE CLIENTS AND USED ON THEIR BEHALF FOR HYGIENE, OTHER PERSONAL USE, RECREATION AND, IN LIMITED CASES, HELD IN TRUST FOR BURIAL EXPENSES. RECEIPTS ARE MAINTAINED FOR THESE EXPENSES. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE COMBINED FINANCIAL STATEMENTS. GALA 62576 52676 9900 14820 11 6850 3979 62576 52676 9900 14820 11 6850 3979 25660 -15760 1 DIRECT MEMBER EXPENSES 509 582791 0 PART I, LINE 2: VALLEYLIFE DIRECTLY PAYS VENDORS AND SERVICE PROVIDERS FOR EXPENSES INCURRED FOR THE DIRECT BENEFIT OF MEMBERS IN ITS CARE. X X X X 0 0 0 0 0 0 0 1 0 CLETUS THIEBEAU PRESIDENT/CEO 274441 0 25469 0 21258 0 12599 0 2684 0 336451 0 0 0 DONNA CORDOVA CFO 145661 0 0 0 0 0 5944 0 2955 0 154560 0 0 0 PART I, LINE 7 PERFORMANCE AWARDS TO THE PRESIDENT/CEO ARE MADE BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. X 2 151929 PURCHASE ORDER PRICE 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF ITEMS RECEIVED ARE THE NUMBER OF ITEMS BEING REPORTED ON SCHEDULE M. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT ARE ABLE TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED BY THE CFO & PRESIDENT/CEO PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REDISTRIBUTED ANNUALLY FOR CONFIRMATION OF ANY POSSIBLE CONFLICTS OF INTEREST THAT MAY HAVE BECOME A RISK. IF THERE IS ANY RISK, IT IS ADDRESSED AT THAT TIME. ON AN ONGOING BASIS, IF ANY CONFLICT OF INTEREST IS RECOGNIZED, IT IS INVESTIGATED AND DEALT WITH ACCORDINGLY THROUGH ADMINISTRATION. IT IS THE ORGANIZATION'S POLICY NOT TO ENGAGE IN ANY BUSINESS ACTIVITIES WITH THE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE MANAGEMENT SALARIES ARE REVIEWED ANNUALLY. GUIDESTAR SALARY STUDIES FOR NOT-FOR-PROFIT ORGANIZATIONS WERE PROVIDED TO THE BOARD'S EXECUTIVE COMMITTEE AS A GUIDELINE FOR ESTABLISHING AND RECOMMENDING SALARIES AND APPROPRIATE INCREASES FOR EXECUTIVE MANAGEMENT. THESE STUDIES WERE PROVIDED TO THE BOARD'S EXECUTIVE COMMITTEE, WHO MAKES THE FINAL DETERMINATION OF SALARIES AND INCREASES. REVIEWS WERE LAST PERFORMED IN JANUARY 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. VALLEYLIFE FOUNDATION 1142 W HATCHER RD PHOENIX AZ 85021 860702413 CHARITABLE AZ 501(C)(3) LINE 12A, I VALLEYLIFE 1 VALLEY OF THE SUN SCHOOL PROPERTIES ONE 1142 W HATCHER RD PHOENIX AZ 85021 860788254 GROUP HOME AZ 501(C)(3) LINE 10 VALLEYLIFE 1 VALLEY OF THE SUN SCHOOL PROPERTIES TWO 1142 W HATCHER RD PHOENIX AZ 85021 860807244 GROUP HOME AZ 501(C)(3) LINE 10 VALLEYLIFE 1 VALLEY OF THE SUN SCHOOL PROPERTIES THREE 1142 W HATCHER RD PHOENIX AZ 85021 860872987 GROUP HOME AZ 501(C)(3) LINE 10 VALLEYLIFE 1 VALLEY OF THE SUN SCHOOL PROPERTIES FOUR 1142 W HATCHER RD PHOENIX AZ 85021 860930528 GROUP HOME AZ 501(C)(3) LINE 10 VALLEYLIFE 1 VALLEY OF THE SUN SCHOOL PROPERTIES FIVE 1142 W HATCHER RD PHOENIX AZ 85021 860937616 GROUP HOME AZ 501(C)(3) LINE 10 VALLEYLIFE 1 VALLEY OF THE SUN SCHOOL PROPERTIES SIX 1142 W HATCHER RD PHOENIX AZ 85021 020680295 GROUP HOME AZ 501(C)(3) LINE 10 VALLEYLIFE 1 0 0 1 1 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 VALLEYLIFE FOUNDATION K 43824 COST VALLEYLIFE FOUNDATION D 54734 LOAN BALANCE VALLEYLIFE FOUNDATION O 55297 COST VALLEY OF THE SUN SCHOOL PROPERTIES ONE K 70986 COST VALLEY OF THE SUN SCHOOL PROPERTIES TWO K 68324 COST VALLEY OF THE SUN SCHOOL PROPERTIES THREE K 58216 COST VALLEY OF THE SUN SCHOOL PROPERTIES FOUR K 60790 COST VALLEY OF THE SUN SCHOOL PROPERTIES SIX K 74435 COST VALLEY OF THE SUN SCHOOL PROPERTIES THREE P 70149 COST VALLEY OF THE SUN SCHOOL PROPERTIES ONE D 363088 LOAN BALANCE VALLEY OF THE SUN SCHOOL PROPERTIES TWO D 159376 LOAN BALANCE VALLEY OF THE SUN SCHOOL PROPERTIES THREE D 205899 LOAN BALANCE VALLEY OF THE SUN SCHOOL PROPERTIES FOUR D 223610 LOAN BALANCE VALLEY OF THE SUN SCHOOL PROPERTIES FIVE D 99883 LOAN BALANCE VALLEY OF THE SUN SCHOOL PROPERTIES SIX D 305461 LOAN BALANCE