2026-01-30T08:52:54-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-07-01 464337829 HOME ASSIST HEALTH INC HOME 6027957620 3737 N 7TH ST 203 PHOENIX AZ 85014 SARA WILSON PRESIDENT/CEO 6027957620 2026-01-23 1 0 SHARLYNN GARZA P02038329 4808394900 2026-01-23 2024 2025-03-06 01:10:19Z SARA WILSON 3737 N 7TH ST 203 PHOENIX AZ 85014 14245281 0 X HTTPS://HOMEASSISTHEALTH.ORG/ X 2013 AZ PROVIDING NON-SKILLED PERSONAL CARE SERVICES TO MEDICALLY UNDERSERVED PERSONS WHO RESIDE PRIMARILY IN MARICOPA COUNTY BUT ALSO OTHER STATE OF ARIZONA RESIDENTS. THE ORGANIZATION ALSO PROVIDES TRAINING TO THE PUBLIC. 4 4 646 5 0 0 4150005 1427338 11236670 12631826 102952 180052 0 6065 15489627 14245281 0 0 0 0 10810996 12637513 0 0 0 1867156 1146942 12678152 13784455 2811475 460826 9272696 8562861 2721771 1551110 6550925 7011751 PROVIDING NON-SKILLED PERSONAL CARE SERVICES TO MEDICALLY UNDERSERVED PERSONS LIVING IN A HOME ENVIRONMENT PREDOMINANTLY IN MARICOPA COUNTY BUT ALSO THOSE RESIDING IN OTHER COUNTIES IN ARIZONA. THE ORGANIZATION ALSO PROVIDES TRAINING TO THE PUBLIC. 0 0 11576706 12637026 PROVIDING NON-SKILLED PERSONAL CARE SERVICES TO MEDICALLY UNDERSERVED PERSONS LIVING IN A HOME ENVIRONMENT PREDOMINANTLY IN MARICOPA COUNTY BUT ALSO THOSE RESIDING IN OTHER COUNTIES IN ARIZONA. 552 PEOPLE WERE SERVED THROUGH THE ORGANIZATION'S PROGRAMS DURING FISCAL YEAR 2025. 11576706 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 646 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 6027957620 3737 N 7TH ST 203 PHOENIX AZ 85014 SHERRY STOTLER BOARD PRESIDENT (THRU FEB 2025) 0.50 X X 0 0 0 TINA RENEE CLARKE BOARD PRESIDENT 0.50 X X 0 0 0 IJANA HARRIS SECRETARY 0.50 X X 0 0 0 CLAIRE AGNEW TREASURER 0.50 X X 0 0 0 MICHELLE BARKER DIRECTOR 0.50 X 0 0 0 SARA WILSON PRESIDENT/ CEO 40.00 X 212850 0 240 MATTHEW BROSIUS VICE PRESIDENT OF FINANCE 40.00 X 117766 0 10523 PATRICIA M CORDOVA VICE PRESIDENT OF COMPLIANCE 40.00 X 113036 0 10877 CHESARE L ESPINOSA EXECUTIVE DIRECTOR, HCBS 40.00 X 100613 0 3281 544265 0 24921 4 0 1 0 0 1427338 1427338 HOME HEALTHCARE SERVICES 621610 12631826 12631826 12631826 180052 180052 MISCELLANEOUS REVENUE 900099 5200 5200 GARNISHMENT AND STOP PAYMENT FEES 900099 763 763 CREDIT CARD REBATES 900099 102 102 6065 14245281 12637026 0 180917 218630 218630 11131574 10102654 1028920 410422 118671 291751 876887 779121 97766 4426 4426 24360 11327 13033 58967 58967 88719 20097 68622 43178 25945 17233 77649 36107 41542 298352 138733 159619 18034 18034 5143 5143 18390 18390 174316 133216 41100 PAYROLL PROCESSING FEES 100830 46886 53944 ELECTRONIC MEDICAL RECO 52583 24451 28132 MILEAGE REIMBURSEMENT 47552 47552 EQUIPMENT LEASE 29017 13493 15524 105426 78453 26973 13784455 11576706 2207749 0 4747619 3838116 1941000 1942000 1216249 1004660 58388 136544 321359 257505 58869 63854 556149 677875 694422 899812 9272696 8562861 513472 575833 1427338 780961 975277 2721771 1551110 X 6550925 7011751 6550925 7011751 9272696 8562861 460826 0 X X 0 1 X 1 0 X 848139 2268468 1589269 4150005 1427338 10283219 9697662 9273726 10021539 11236670 12631826 52861423 10545801 11542194 11610808 15386675 14059164 63144642 0 0 0 63144642 1661 2506 714 102952 180052 287885 1661 2506 714 102952 180052 287885 6065 6065 10547462 11544700 11611522 15489627 14245281 63438592 0.99540 0.99800 0.00450 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88691 54166 34525 232668 203339 29329 63854 OPERATING LEASE, RIGHT OF USE ASSETS 899812 899812 OPERATING LEASE LIABILITY 975277 975277 X 14245281 0 14245281 0 14245281 13784455 0 13784455 0 13784455 PART X, LINE 2: THE ORGANIZATION FOLLOWS ACCOUNTING STANDARD FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRE THAT TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2025, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 SARA WILSON PRESIDENT/ CEO 162678 0 50172 0 0 0 0 0 240 0 213090 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 EXCEPT FOR THE CEO, ALL OF THE DIRECTORS OF THE ORGANIZATION WORK FOR MARICOPA INTEGRATED HEALTH SYSTEM, THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER WHICH IS MARICOPA COUNTY SPECIAL HEALTH CARE DISTRICT D/B/A MARICOPA INTEGRATED HEALTH SYSTEM, A POLITICAL SUBDIVISION OF THE STATE OF ARIZONA. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, MARICOPA COUNTY SPECIAL HEALTH CARE DISTRICT DBA MARICOPA INTEGRATED HEALTH SYSTEM APPROVES THE ELECTION AND REMOVAL OF MEMBERS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS CANNOT BE TAKEN BY THE ORGANIZATION WITHOUT THE APPROVAL OF THE SOLE MEMBER OF THE ORGANIZATION: (1) ELECTION AND REMOVAL OF DIRECTORS (2) AMENDMENT OF THE ARTICLES OF INCORPORATION OF THE ORGANIZATION (3) AMENDEMENT OF THE BYLAWS OF THE ORGANIZATION, AND (4) MERGER, CONSOLIDATION OR DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A FORMAL CONFLICT OF INTEREST POLICY THAT ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO READ AND SIGN ANNUALLY. EACH DIRECTOR, OFFICER, KEY EMPLOYEE, AND MEMBER OF A COMMITTEE OF THE BOARD IS REQUIRED TO ANNUALLY SIGN THE ORGANIZATION'S CONFLICT OF INTEREST ACKNOWLEDGEMENT STATEMENT, DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION COMPARES ITS WAGES TO THE WAGES OF OTHER CHARITABLE ORGANIZATIONS, OF ENTITIES IN THE MEDICAL INDUSTRY, AND OF MARICOPA COUNTY TO ENSURE WAGES ARE AT MARKET RATES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE FROM THE PRIOR YEAR.