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Nonprofiteer
← HOSPICE OF THE VALLEY

Form 990 for tax year 2024

Filed by HOSPICE OF THE VALLEY.

Totals

Total revenue
$244,171,708
Total expenses
$212,854,252
Contributions and grants received
$14,101,473
Grants paid
$1,123,900
Program service revenue
$225,474,723
Investment income
$4,158,510
Other revenue
$437,002
Total assets, end of year
$234,515,471
Total liabilities, end of year
$27,392,327
Net assets or fund balances, end of year
$207,123,144
Program services expenses (Part IX)
$191,340,524
Management and general expenses
$20,513,743
Fundraising expenses
$999,985
Program service expenses (Part III)
$191,340,524

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BETH WARNE

    DIRECTOR/PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • DAN SANTY

    DIRECTOR/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • GERALD SMITHSON

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • KATHY HANLEY

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • RITA MEISER

    DIRECTOR/IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • ASHLEY CROWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CATHY OLESON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DIANE ECKSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DIETER GABLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • JOHN JENNINGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • JOHN VALIANTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JULIE COLEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KAY THOMPSON

    DIRECTOR (THRU 11/21/2024)

    Total calculated
    $0
    Hours/week
    0.5

  • KELLI SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • LANNY LAHR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • MARY THOMPSON

    DIRECTOR (BEG 10/24)

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL WITHEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MICHELLE LARSON

    DIRECTOR (BEG 5/25)

    Total calculated
    $0
    Hours/week
    0.5

  • SISTER MARGARET MCBRIDE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN LEVINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DEBORAH SHUMWAY

    EXECUTIVE DIRECTOR

    Total calculated
    $720,369
    From this org
    $690,188
    From related orgs
    $0
    Other
    $30,181
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $580,421
    Bonus
    $82,229
    Other
    $27,538
    Deferred
    $10,350
    Nontaxable benefits
    $19,831
    Filer's total
    $720,369

  • RACHEL BEHRENDT

    SENIOR VP CLINICAL

    Total calculated
    $473,797
    From this org
    $446,691
    From related orgs
    $0
    Other
    $27,106
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $395,028
    Bonus
    $35,701
    Other
    $15,962
    Deferred
    $10,350
    Nontaxable benefits
    $16,756
    Filer's total
    $473,797

  • SABRINA HOFFMAN

    VP OF HUMAN RESOURCES

    Total calculated
    $280,960
    From this org
    $264,459
    From related orgs
    $0
    Other
    $16,501
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,577
    Bonus
    $13,929
    Other
    $8,953
    Deferred
    $7,168
    Nontaxable benefits
    $9,333
    Filer's total
    $280,960

  • BRITTANY MAGAW

    CONTROLLER

    Total calculated
    $195,875
    From this org
    $173,698
    From related orgs
    $0
    Other
    $22,177
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $164,329
    Bonus
    $2,707
    Other
    $6,662
    Deferred
    $1,225
    Nontaxable benefits
    $20,952
    Filer's total
    $195,875

  • GILLIAN HAMILTON MD

    ADMINISTRATIVE MEDICAL DIR

    Total calculated
    $273,678
    From this org
    $256,713
    From related orgs
    $0
    Other
    $16,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,794
    Bonus
    $2,355
    Other
    $11,564
    Deferred
    $7,689
    Nontaxable benefits
    $9,276
    Filer's total
    $273,678

  • NED STOLZBERG MD

    EXECUTIVE MEDICAL DIRECTOR

    Total calculated
    $377,839
    From this org
    $350,246
    From related orgs
    $0
    Other
    $27,593
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $324,849
    Bonus
    $12,235
    Other
    $13,162
    Deferred
    $10,350
    Nontaxable benefits
    $17,243
    Filer's total
    $377,839

  • CONSTANCE PEREZ

    VP OF BUSINESS OPERATIONS

    Total calculated
    $293,377
    From this org
    $267,366
    From related orgs
    $0
    Other
    $26,011
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,649
    Bonus
    $717
    Other
    $0
    Deferred
    $8,255
    Nontaxable benefits
    $17,756
    Filer's total
    $293,377

  • LIN SUE FLOOD

    DIRECTOR COMMUNITY ENGAGEMENT

    Total calculated
    $328,944
    From this org
    $298,011
    From related orgs
    $0
    Other
    $30,933
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,182
    Bonus
    $1,229
    Other
    $3,600
    Deferred
    $9,000
    Nontaxable benefits
    $21,933
    Filer's total
    $328,944

  • MICHAEL DEBO MD

    MEDICAL DIRECTOR

    Total calculated
    $280,837
    From this org
    $256,789
    From related orgs
    $0
    Other
    $24,048
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,828
    Bonus
    $4,961
    Other
    $0
    Deferred
    $7,948
    Nontaxable benefits
    $16,100
    Filer's total
    $280,837

  • ROBERT HARTMANN

    CHIEF INFORMATION OFFICER

    Total calculated
    $324,256
    From this org
    $297,377
    From related orgs
    $0
    Other
    $26,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,232
    Bonus
    $6,485
    Other
    $5,660
    Deferred
    $9,119
    Nontaxable benefits
    $17,760
    Filer's total
    $324,256

  • TALISSA ADKISON MD

    MEDICAL DIRECTOR

    Total calculated
    $266,847
    From this org
    $250,313
    From related orgs
    $0
    Other
    $16,534
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,546
    Bonus
    $512
    Other
    $6,255
    Deferred
    $7,682
    Nontaxable benefits
    $8,852
    Filer's total
    $266,847

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES
CLUB DUES HAVE BEEN PAID BY THE ORGANIZATION FOR USE BY THE EXECUTIVE DIRECTOR AND FORMER EXECUTIVE DIRECTOR (NOW BOARD MEMBER) FOR DONOR APPRECIATION AND BUSINESS PURPOSES. NO AMOUNTS HAVE BEEN INCLUDED AS REPORTABLE INCOME BECAUSE EXPENSES RELATED TO PERSONAL USAGE ARE PAID BY THOSE INDIVIDUALS. EXPENSES RELATED TO BUSINESS USE ARE REIMBURSED AND SUPPORTED AS REQUIRED UNDER AN ACCOUNTABLE PLAN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ARIZONA SUPPORTIVE CARE LLC

    PALLIATIVE · AZ · income $4,982,440 · assets $1,240,904

    Directly controlled by HOV

  • HOV RE LLC

    RE HOLDING CO · AZ · income $302,834 · assets $7,492,743

    Directly controlled by HOV

  • CARE YOUR WAY LLC

    OTHER MEDICAL · AZ · income $0 · assets $0

    Directly controlled by HOV

  • HOV OPERATIONS LLC

    OP HOLDING CO · AZ · income $0 · assets $0

    Directly controlled by HOV

  • GERIATRIC SOLUTIONS - HOV LLC

    GERIATRICS · AZ · income $2,426,163 · assets $74,749

    Directly controlled by HOV OP LLC

  • YOUR HEALTH CONNECTION LLC

    TELEHEALTH · AZ · income $1,649,973 · assets $925,385

    Directly controlled by HOV OP LLC

  • NURSE CALL LINE - YOUR HEALTH CONNECTION LLC

    TRIAGE CALLS · AZ · income $1,471,053 · assets $726,112

    Directly controlled by HOV OP LLC

  • HOV DEMENTIA CAMPUS LLC

    DEMENTIA · AZ · income $2,796,928 · assets $2,026,977

    Directly controlled by HOV OP LLC

  • HOV 44TH STREET LLC

    RE HOLDING CO · AZ · income $0 · assets $0

    Directly controlled by HOV RE LLC

  • HOV 2019 WOODSIDE LLC

    RE HOLDING CO · AZ · income $0 · assets $0

    Directly controlled by HOV RE LLC

  • HOSPICE OF ARIZONA LLC

    HOSPICE · AZ · income $0 · assets $0

    Directly controlled by HOV

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202642199349303654

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