Nonprofit · EIN 94-2856701
HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA
Tax-exempt · PHOENIX, AZ 85014
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $41,431,065 | $4,371,569 | $37,059,496 | $918,263,721 | $3,106,879 | $915,156,842 |
| September 30, 2024 | 990 | $21,541,375 | $1,368,503 | $20,172,872 | $816,083,022 | $107,077 | $815,975,945 |
| September 30, 2023 | 990 | $18,109,598 | $3,631,282 | $14,478,316 | $669,668,420 | $0 | $669,668,420 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $118,469
- Program service revenue
- $0
- Investment income
- $41,312,596
- Net gain from sales of assets
- $11,168,682
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,895,462
- Salaries, compensation and benefits (total)
- $38,500
- Professional fundraising fees
- $0
- Accounting fees
- $38,129
- Program services (functional)
- $2,895,462
- Management and general (functional)
- $1,476,107
Balance sheet and other
- Total assets, start of year
- $816,083,022
- Total assets, end of year
- $918,263,721
- Total liabilities, end of year
- $3,106,879
- Net assets, end of year
- $915,156,842
- Publicly traded securities
- $674,328,887
- Net assets without donor restrictions
- $914,901,440
- Net assets with donor restrictions
- $255,402
- Gross unrelated business income
- -$238,082
- Gross receipts
- $267,914,729
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1982
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DEBORAH SHUMWAY | EXECUTIVE DIRECTOR Trustee or director, Officer | 5 | $0 | $690,188 | $30,181 |
| BETH WARNE | TRUSTEE/PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| DAN SANTY | TRUSTEE/VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| GERALD SMITHSON | TRUSTEE/TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| KATHY HANLEY | TRUSTEE/SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| CYNTHIA ROMAGNOLO | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| DIETER GABLE | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JOHN JENNINGS | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| KELLI SMITH | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| LANNY LAHR | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| RITA MEISER | TRUSTEE/IMMEDIATE PAST PRESIDENT Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DEBORAH SHUMWAY | EXECUTIVE DIRECTOR Trustee or director, Officer | 5 | $0 | $663,571 | $28,974 |
| BETH WARNE | TRUSTEE/PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| DAN SANTY | TRUSTEE/VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| GERALD SMITHSON | TRUSTEE/TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| KATHY HANLEY | TRUSTEE/SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| DIETER GABLE | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JOHN JENNINGS | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| KELLI SMITH | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| LANNY LAHR | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| RICK NAIMARK | TRUSTEE(THRU 11/16/2023) Trustee or director | 0.1 | $0 | $0 | $0 |
| RITA MEISER | TRUSTEE/IMMEDIATE PAST PRESIDENT Trustee or director | 0.1 | $0 | $0 | $0 |
| STEVE FIELDS | TRUSTEE(THRU 05/23/2024) Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DEBORAH SHUMWAY | EXECUTIVE DIRECTOR Trustee or director, Officer | 5 | $0 | $632,136 | $27,108 |
| BETH WARNE | TRUSTEE/VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| DAN SANTY | SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| GERALD SMITHSON | TRUSTEE/TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| RITA MEISER | TRUSTEE/PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| DIETER GABLE | TRUSTEE/IMMEDIATE PAST PRES. Trustee or director | 0.1 | $0 | $0 | $0 |
| JOHN JENNINGS | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| KELLI SMITH | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| LANNY LAHR | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| RICK NAIMARK | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| STEVE FIELDS | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1510 E FLOWER ST, PHOENIX, AZ 85014-5656
- In care of
- % DEBORAH SHUMWAY
- Principal officer (990 for 2024)
- DEBORAH SHUMWAY, 1510 EAST FLOWER STREET, PHOENIX, AZ 85014
- Signed the 990
- DEBORAH SHUMWAY, EXECUTIVE DIRECTOR
- Phone
- (602) 530-6900
- Return prepared by
- ERNST & YOUNG US LLP
Mission
HOLDING AND INVESTING CONTRIBUTIONS FROM DONORS FOR THE BENEFIT OF HOSPICE OF THE VALLEY, A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION.
Program accomplishments
- ENDOWMENT DISTRIBUTIONS FUND PROGRAMS PROVIDED TO THE COMMUNITY BY HOSPICE OF THE VALLEY, A RELATED ORGANIZATION. THESE DOLLARS OFFSET THE COST OF UNREIMBURSED CLINICAL CARE AND COMMUNITY BEREAVEMENT SUPPORT AND EDUCATIONAL PROGRAMS.Expenses $2,895,462 · grants $2,895,462
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 94-2856701
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1982
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $918,263,721
- Income (IRS master file)
- $267,914,729
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $41,431,065 | $4,371,569 | $918,263,721 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $21,541,375 | $1,368,503 | $816,083,022 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $18,109,598 | $3,631,282 | $669,668,420 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $44,011,492 | $1,878,493 | $587,769,784 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2856701).
Questions about HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA
- What is the EIN of HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA?
- The employer identification number (EIN) of HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA is 94-2856701.
- Is HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA?
- The 990 for the year ended September 30, 2025 names DEBORAH SHUMWAY.
- Who are the officers and directors of HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA?
- The 990 for the year ended September 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $41,431,065, expenses of $4,371,569 and total assets of $918,263,721 at year end.
Other nonprofits in PHOENIX
- BANNER HEALTH EIN 45-0233470 · last filed 990 for 2024
- MERCY CARE EIN 86-0527381 · last filed 990 for 2025
- DIGNITY COMMUNITY CARE EIN 81-5009488 · last filed 990 for 2025
- COMMONSPIRIT HEALTH EIN 47-0617373 · last filed 990 for 2025
- GRAND CANYON UNIVERSITY EIN 47-2507725 · last filed 990 for 2025
- COMMONSPIRIT WASHINGTON EIN 91-0564491 · last filed 990 for 2025
- BANNER UNIVERSITY FAMILY CARE EIN 46-3766901 · last filed 990 for 2024
- PHOENIX CHILDRENS HOSPITAL EIN 86-0422559 · last filed 990 for 2024