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← HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA

Form 990 for tax year 2023

Filed by HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA.

Totals

Total revenue
$21,541,375
Total expenses
$1,368,503
Contributions and grants received
$141,714
Grants paid
$0
Program service revenue
$0
Investment income
$21,399,661
Other revenue
$0
Total assets, end of year
$816,083,022
Total liabilities, end of year
$107,077
Net assets or fund balances, end of year
$815,975,945
Program services expenses (Part IX)
$0
Management and general expenses
$1,368,503
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BETH WARNE

    TRUSTEE/PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • DAN SANTY

    TRUSTEE/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • DEBORAH SHUMWAY

    EXECUTIVE DIRECTOR

    Total calculated
    $692,545
    From this org
    $0
    From related orgs
    $663,571
    Other
    $28,974
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $558,755 related
    Bonus
    $0 + $78,018 related
    Other
    $0 + $26,798 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $19,074 related
    Filer's total
    $0 + $692,545 related

  • GERALD SMITHSON

    TRUSTEE/TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • KATHY HANLEY

    TRUSTEE/SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • DIETER GABLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • JOHN JENNINGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • KELLI SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • LANNY LAHR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • RICK NAIMARK

    TRUSTEE(THRU 11/16/2023)

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • RITA MEISER

    TRUSTEE/IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • STEVE FIELDS

    TRUSTEE(THRU 05/23/2024)

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

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

  • 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 3 Arrangement used to establish the top management official's compensation
THE ORGANIZATION'S EXECUTIVE DIRECTOR IS PAID BY ITS TAX-EXEMPT PARENT, HOSPICE OF THE VALLEY ("HOV"). THE METHODS USED BY HOV IN ESTABLISHING COMPENSATION PAID TO THE EXECUTIVE DIRECTOR INCLUDE: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202522259349303132

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