Hospice of the Valley

EIN: 860338886 501(c)(3) Human Services

PHOENIX, AZ

Total Revenue
$219,269,024
Total Expenses
$199,088,322
Total Assets
$209,148,440
Net Assets
$185,798,441
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
AZ
Phone
6025306900
Tax Period
2023-10-01 to 2024-09-30

Hospice of the Valley, founded in 1977, is a major nonprofit in the Human Services sector that reported $219.3M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $199.1M left a modest 9% surplus.

Mission

BRINGING COMFORT, DIGNITY, AND COMPASSIONATE CARE TO OUR COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $158,096,230 Revenue: $186,755,028

HOSPICE CARE IS PROVIDED TO PATIENTS AND FAMILIES FACING A TERMINAL ILLNESS. PUBLIC SUPPORT IS USED TO COVER THE COST OF OUR SERVICE WHEN THERE IS NO REIMBURSEMENT. IN THIS YEAR, HOSPICE SERVICES...

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HOSPICE CARE IS PROVIDED TO PATIENTS AND FAMILIES FACING A TERMINAL ILLNESS. PUBLIC SUPPORT IS USED TO COVER THE COST OF OUR SERVICE WHEN THERE IS NO REIMBURSEMENT. IN THIS YEAR, HOSPICE SERVICES WERE PROVIDED TO MORE THAN 16,000 PATIENTS BY OUR SKILLED NURSES, HOME CARE AIDES, SOCIAL WORKERS, AND CHAPLAINS. IN ADDITION TO PROVIDING HOSPICE CARE IN THE HOME, HOSPICE OF THE VALLEY OFFERS SERVICES TO TERMINALLY ILL PATIENTS WHOSE NEEDS, OR THE NEEDS OF THEIR FAMILIES, ARE BETTER MET IN ONE OF OUR TEN INPATIENT FACILITIES. THIS IS A TRANSITIONAL TIME TO CONTROL AND MANAGE PATIENTS' SYMPTOMS UNTIL THEY CAN RETURN TO THEIR HOMES OR LESS MEDICALLY ACUTE SETTINGS. INPATIENT HOSPICE TEAMS PROVIDE ROUND-THE-CLOCK, COMPASSIONATE, COMFORT CARE FOR PATIENTS AND SUPPORT FOR FAMILIES. DOCTORS, NURSES, SOCIAL WORKERS, CHAPLAINS, AND NURSES' AIDES ADDRESS PATIENTS' MEDICAL, EMOTIONAL, AND SPIRITUAL NEEDS IN PEACEFUL, HOMELIKE ENVIRONMENTS. THE PRIMARY MISSION OF HOSPICE OF THE VALLEY IS TO BRING COMFORT, DIGNITY, AND COMPASSIONATE CARE TO OUR COMMUNITY.

Program 2
Expenses: $6,895,899 Revenue: $1,920,454

THE ARIZONA SUPPORTIVE CARE (AZSC) PROGRAM IS A MEDICAL MANAGEMENT MODEL THAT OFFERS COORDINATION OF CARE TO LATE-STAGE CHRONICALLY ILL PATIENTS STRUGGLING WITH DAILY LIVING AND DISEASE MANAGEMENT...

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THE ARIZONA SUPPORTIVE CARE (AZSC) PROGRAM IS A MEDICAL MANAGEMENT MODEL THAT OFFERS COORDINATION OF CARE TO LATE-STAGE CHRONICALLY ILL PATIENTS STRUGGLING WITH DAILY LIVING AND DISEASE MANAGEMENT. THE AZSC TEAM IS COMPRISED OF PHYSICIANS, NURSES, SOCIAL WORKERS, AND HOME CARE AIDES WHO PROVIDE HOME VISITS AND WHO WORK IN COORDINATION WITH PATIENTS' COMMUNITY PHYSICIANS. ADDITIONAL SERVICES INCLUDE DISEASE MEDICATION, CAREGIVER EDUCATION, HOSPITAL-TO-HOME TRANSITION SUPPORT, SYMPTOM MANAGEMENT CONSULTATION AND 24/7 PHONE SUPPORT. THE OUTREACH PROGRAM PROVIDES PSYCHO-SOCIAL IN-HOME SERVICES TO PATIENTS AND THE FAMILIES OF PATIENTS WITH CHRONIC ILLNESS WHO ARE NOT YET RECEIVING HOSPICE SERVICES. THE SUPPORTIVE CARE FOR DEMENTIA PROGRAM ASSISTS FAMILIES IN NAVIGATING THE CHALLENGES OF THE DEMENTIA JOURNEY AND SHARES ITS EXPERTISE WITH HEALTH PROFESSIONALS AND FIRST RESPONDERS.

Program 3
Expenses: $6,507,493 Revenue: $3,993,458

HOSPICE OF THE VALLEY OFFERS PRIMARY CARE OPTIONS FOR GERIATRIC AND UNDERSERVED POPULATIONS. GERIATRIC SOLUTIONS IS A HOUSE-CALL PHYSICIAN SERVICE PRACTICE FOR ELDERLY AND HOMEBOUND PATIENTS WITH...

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HOSPICE OF THE VALLEY OFFERS PRIMARY CARE OPTIONS FOR GERIATRIC AND UNDERSERVED POPULATIONS. GERIATRIC SOLUTIONS IS A HOUSE-CALL PHYSICIAN SERVICE PRACTICE FOR ELDERLY AND HOMEBOUND PATIENTS WITH SERIOUS, CHRONIC, AND LIFE-LIMITING ILLNESSES BUT WHO ARE NOT READY FOR END-OF-LIFE CARE. PHYSICIANS AND NURSE PRACTITIONERS PROVIDE COMPREHENSIVE, PERSONAL PRIMARY CARE IN THE HOME AND COORDINATE WITH SPECIALISTS. YOUR HEALTH CONNECTION IS AN IN-HOME MOBILE PRACTICE BRINGING MEDICAL SERVICES TO HOME-LIMITED PATIENTS IN THE COMFORT AND CONVENIENCE OF THEIR OWN HOMES, WHEREVER THEY LIVE. OUR SKILLED CARE TEAMS ARE HONORED TO SERVE VULNERABLE CHILDREN ANDADULT PATIENTS WHO CANNOT EASILY ACCESS HEALTHCARE SERVICES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,984,043
Program Service Revenue $203,587,695
Investment Income $4,328,662
Other Revenue $368,624
TOTAL REVENUE $219,269,024

Expense Breakdown

Grants Paid $2,084,783
Salaries & Benefits $151,122,801
Fundraising Expenses $837,176
Program Expenses $179,245,102
Other Expenses $45,880,738
TOTAL EXPENSES $199,088,322

Year-over-Year Comparison

2023 2022 Change
Revenue $219,269,024 $195,487,460 +0.1%
Expenses $199,088,322 $172,964,892 +0.2%
Net Income $20,180,702 $22,522,568 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
17
Employees
1957
Volunteers
1409

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$1,585,064
Total Directors
21
$0
Key Employees
3
$793,572
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BETH WARNE DIRECTOR/PRESIDENT 1.0
Officer Director
$0 $0 $0
DAN SANTY DIRECTOR/VICE PRESIDENT 1.0
Officer Director
$0 $0 $0
GERALD SMITHSON DIRECTOR/TREASURER 1.0
Officer Director
$0 $0 $0
KATHY HANLEY DIRECTOR/SECRETARY 1.0
Officer Director
$0 $0 $0
RITA MEISER DIRECTOR/IMMEDIATE PAST PRESIDENT 1.0
Officer Director
$0 $0 $0
ASHLEY CROWELL DIRECTOR 0.5
Director
$0 $0 $0
CATHY OLESON DIRECTOR 0.5
Director
$0 $0 $0
DIANE ECKSTEIN DIRECTOR 0.5
Director
$0 $0 $0
DIETER GABLE DIRECTOR 1.0
Director
$0 $0 $0
JOHN JENNINGS DIRECTOR 0.5
Director
$0 $0 $0
JOHN VALIANTE DIRECTOR 0.5
Director
$0 $0 $0
JULIE COLEMAN DIRECTOR 0.5
Director
$0 $0 $0
KAY THOMPSON DIRECTOR 0.5
Director
$0 $0 $0
KELLI SMITH DIRECTOR 0.5
Director
$0 $0 $0
LANNY LAHR DIRECTOR 0.5
Director
$0 $0 $0
MICHAEL WITHEY DIRECTOR 0.5
Director
$0 $0 $0
RICK NAIMARK DIRECTOR(THRU 11/16/2023) 0.5
Director
$0 $0 $0
SEAN GLENN DIRECTOR (THRU 09/12/2024) 0.5
Director
$0 $0 $0
SISTER MARGARET MCBRIDE DIRECTOR 1.0
Director
$0 $0 $0
STEVE FIELDS DIRECTOR(THRU 05/23/2024) 0.5
Director
$0 $0 $0
SUSAN LEVINE DIRECTOR 0.5
Director
$0 $0 $0
DEBORAH SHUMWAY EXECUTIVE DIRECTOR 55.0
Officer
$663,571 $28,974 $692,545
MARY KIRK CONTROLLER(THRU 07/27/2023) 50.0
Officer
$151,234 $224 $151,458
RACHEL BEHRENDT SENIOR VP CLINICAL 55.0
Officer
$435,428 $26,037 $461,465
SABRINA HOFFMAN VP OF HUMAN RESOURCES 50.0
Officer
$263,618 $15,978 $279,596
BRITTANY MAGAW CONTROLLER 50.0
Key Emp
$157,547 $8,871 $166,418
GILLIAN HAMILTON MD ADMINISTRATIVE MEDICAL DIR 40.0
Key Emp
$247,298 $16,154 $263,452
NED STOLZBERG MD EXECUTIVE MEDICAL DIRECTOR 50.0
Key Emp
$337,206 $26,496 $363,702
FRANCISCO CORDOVA MD MEDICAL DIRECTOR 40.0
Highest
$269,747 $17,254 $287,001
LIN SUE FLOOD DIRECTOR COMMUNITY ENGAGEMENT 40.0
Highest
$288,014 $30,015 $318,029
MICHAEL DEBO MD MEDICAL DIRECTOR 40.0
Highest
$244,682 $24,601 $269,283
ROBERT HARTMANN VP/CHIEF INFORMATION OFFICER 40.0
Highest
$287,481 $26,140 $313,621
SKINNER MATTHEW MEDICAL DIRECTOR 40.0
Highest
$241,016 $25,743 $266,759
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $219,269,024 $199,088,322 $209,148,440 $20,180,702
2023 $195,487,460 $172,964,892 $196,534,679 $22,522,568
2022 $192,872,050 $163,587,897 $188,719,498 $29,284,153
2021 $183,990,947 $151,599,898 $174,938,244 $32,391,049
2020 $173,060,688 $144,593,004 $157,912,301 $28,467,684
2019 $158,319,301 $133,803,005 $138,874,156 $24,516,296
2018 $151,897,020 $131,233,677 $133,781,216 $20,663,343
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