Hospice Endowment Trust Fund of Phoenix AZ

EIN: 942856701 501(c)(3)

PHOENIX, AZ

Total Revenue
$21,541,375
Total Expenses
$1,368,503
Total Assets
$816,083,022
Net Assets
$815,975,945
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
AZ
Phone
6025306900
Tax Period
2023-10-01 to 2024-09-30

Hospice Endowment Trust Fund of Phoenix AZ, founded in 1982, is a mid-sized nonprofit that reported $21.5M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $20.2M, a strong 94% operating margin.

Mission

HOLDING AND INVESTING CONTRIBUTIONS FROM DONORS FOR THE BENEFIT OF HOSPICE OF THE VALLEY, A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

HOSPICE ENDOWMENT TRUST FUND OF PHOENIX, AZ HAS SEEN ITS INVESTMENT HOLDINGS INCREASE. THIS GROWTH IS ATTRIBUTABLE TO FAVORABLE MARKET RESULTS AND THE TRANSFER OF ADDITIONAL CAPITAL FROM HOSPICE OF...

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HOSPICE ENDOWMENT TRUST FUND OF PHOENIX, AZ HAS SEEN ITS INVESTMENT HOLDINGS INCREASE. THIS GROWTH IS ATTRIBUTABLE TO FAVORABLE MARKET RESULTS AND THE TRANSFER OF ADDITIONAL CAPITAL FROM HOSPICE OF THE VALLEY, THE CONTROLLING ORGANIZATION. THE ASSETS OF THE ENDOWMENT TRUST FUND ARE SOLELY FOR THE PURPOSE OF SUPPORTING HOSPICE OF THE VALLEY.

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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 $141,714
Program Service Revenue $0
Investment Income $21,399,661
Other Revenue $0
TOTAL REVENUE $21,541,375

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $1,368,503
TOTAL EXPENSES $1,368,503

Year-over-Year Comparison

2023 2022 Change
Revenue $21,541,375 $18,109,598 +0.2%
Expenses $1,368,503 $3,631,282 -0.6%
Net Income $20,172,872 $14,478,316 +0.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
9
Employees
N/A
Volunteers
9

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
5
$692,545
Total Directors
12
$692,545
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BETH WARNE TRUSTEE/PRESIDENT 0.1
Officer Director
$0 $0 $0
DAN SANTY TRUSTEE/VICE PRESIDENT 0.1
Officer Director
$0 $0 $0
DEBORAH SHUMWAY EXECUTIVE DIRECTOR 5.0
Officer Director
$0 $28,974 $692,545
GERALD SMITHSON TRUSTEE/TREASURER 0.1
Officer Director
$0 $0 $0
KATHY HANLEY TRUSTEE/SECRETARY 0.1
Officer Director
$0 $0 $0
DIETER GABLE TRUSTEE 0.1
Director
$0 $0 $0
JOHN JENNINGS TRUSTEE 0.1
Director
$0 $0 $0
KELLI SMITH TRUSTEE 0.1
Director
$0 $0 $0
LANNY LAHR TRUSTEE 0.1
Director
$0 $0 $0
RICK NAIMARK TRUSTEE(THRU 11/16/2023) 0.1
Director
$0 $0 $0
RITA MEISER TRUSTEE/IMMEDIATE PAST PRESIDENT 0.1
Director
$0 $0 $0
STEVE FIELDS TRUSTEE(THRU 05/23/2024) 0.1
Director
$0 $0 $0
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 $21,541,375 $1,368,503 $816,083,022 $20,172,872
2023 $18,109,598 $3,631,282 $669,668,420 $14,478,316
2022 $44,011,492 $1,878,493 $587,769,784 $42,132,999
2021 $36,746,761 $241,632 $695,172,763 $36,505,129
2020 $44,272,595 $1,944,963 $554,748,499 $42,327,632
2019 $19,500,124 $6,016,299 $495,209,485 $13,483,825
2018 $17,812,470 $2,157,432 $471,282,273 $15,655,038
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