Skip to main content

Nonprofit · EIN 94-2941245

ST JOSEPHS FOUNDATION

Tax-exempt · PHOENIX, AZ 85013

Financials

$8.7M$8.8M2022$15.6M$13.1M2023$11.6M$14.9M2024
Revenue Expenses · by fiscal year end
Financials of ST JOSEPHS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$11,626,647$14,923,996-$3,297,349$115,984,946$1,179,618$114,805,328
June 30, 2024990$15,596,514$13,110,866$2,485,648$116,132,344$343,839$115,788,505
June 30, 2023990$8,741,055$8,781,267-$40,212$107,893,166$1,405,320$106,487,846
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$5,772,771
of which government grants
$60,000
Program service revenue
$0
Investment income
$5,969,030
Net gain from sales of assets
$4,306,959
Net income from fundraising events
-$116,204
Net income from gaming
$1,050
Other revenue
-$115,154

Expenses

Grants and similar amounts paid
$13,013,088
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Occupancy
$36,874
Travel
$25,666
Program services (functional)
$13,013,088
Management and general (functional)
$1,678,963
Fundraising (functional)
$231,945

Balance sheet and other

Total assets, start of year
$116,132,344
Total assets, end of year
$115,984,946
Total liabilities, end of year
$1,179,618
Net assets, end of year
$114,805,328
Publicly traded securities
$42,054,845
Net assets without donor restrictions
$55,166,437
Net assets with donor restrictions
$59,638,891
Gross receipts
$121,030,020
Employees
0
Volunteers
60
Year formed
1981
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROSS BREMNER MDEX-OFFICIO DIRECTOR
Trustee or director
0.1$0$1,300,279$91,127
DOUGLAS B ROSS MDEX-OFFICIO DIRECTOR
Trustee or director
0.1$0$886,209$87,153
MARY RAGSDALEEX-OFFICIO DIRECTOR (THRU 4/5/25)
Trustee or director
0.1$0$523,477$53,061
JEFFREY JACKSONCFO
Officer
0.25$0$412,868$70,229
TERRI HOFFMANEX-OFFICIO DIRECTOR/FOUNDATION CEO
Trustee or director, Officer
50$0$315,562$60,326
ANNE BURNS MDDIRECTOR
Trustee or director
0.1$0$80,596$0
THOMAS BATSONVICE CHAIR, ACTING SECRETARY
Trustee or director, Officer
0.1$0$0$0
PATTY WHITECHAIR, ACTING GRANTS CHAIR
Trustee or director, Officer
0.1$0$0$0
RICHARD BURNHAMDIRECTOR
Trustee or director
0.1$0$0$0
SHELBY BUTTERFIELDDIRECTOR (THRU 6/30/25)
Trustee or director
0.1$0$0$0
VICTOR CASEBOLTDIRECTOR
Trustee or director
0.1$0$0$0
OBINNA EGBO MDDIRECTOR
Trustee or director
0.1$0$0$0
PATRICK EPUMDIRECTOR
Trustee or director
0.1$0$0$0
KATHLEEN GRAHAMDIRECTOR (THRU 6/30/25)
Trustee or director
0.1$0$0$0
EDWARD MARLEYDIRECTOR
Trustee or director
0.1$0$0$0
6 more people on this return
NameTitleHours / weekCompensation
SUSAN MIELEDIRECTOR
Trustee or director
0.1$0
ROBERT MILLIGANDIRECTOR
Trustee or director
0.1$0
DENNIS MULLENDIRECTOR
Trustee or director
0.1$0
KIM STERLING-HEFLINDIRECTOR (THRU 6/30/25)
Trustee or director
0.1$0
LINDA SURDAKOWSKIDIRECTOR
Trustee or director
0.1$0
DAVID ZOWINEDIRECTOR (THRU 6/30/25)
Trustee or director
0.1$0
990 for the year ended June 30, 2024: 21 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROSS BREMNER MDEX-OFFICIO DIRECTOR
Trustee or director
0.1$0$1,459,636$83,373
GABRIELLE FINLEY-HAZLEEX-OFFICIO DIRECTOR (THRU 11/17/23)
Trustee or director
0.1$0$1,294,371$105,505
MARY RAGSDALEEX-OFFICIO DIRECTOR (EFF 12/1/23)
Trustee or director
0.1$0$527,124$48,232
JEFFREY JACKSONCFO
Officer
0.25$0$432,564$67,263
TERRI HOFFMANEX-OFFICIO DIR/ FOUNDATION CEO
Trustee or director, Officer
50$0$287,828$53,142
ANNE BURNS MDDIRECTOR
Trustee or director
0.1$0$4,640$0
RICHARD BURNHAMDIRECTOR
Trustee or director
0.1$0$0$0
VICTOR CASEBOLTDIRECTOR
Trustee or director
0.1$0$0$0
OBINNA EGBO MDDIRECTOR
Trustee or director
0.1$0$0$0
PATRICK EPUMDIRECTOR
Trustee or director
0.1$0$0$0
EDWARD MARLEYDIRECTOR
Trustee or director
0.1$0$0$0
SUSAN MIELEDIRECTOR
Trustee or director
0.1$0$0$0
ROBERT MILLIGANDIRECTOR
Trustee or director
0.1$0$0$0
DENNIS MULLENDIRECTOR
Trustee or director
0.1$0$0$0
LINDA SURDAKOWSKIDIRECTOR
Trustee or director
0.1$0$0$0
DAVID ZOWINEDIRECTOR
Trustee or director
0.1$0$0$0
THOMAS BATSONVICE CHAIR (EFF 9/1/23)
Trustee or director, Officer
0.1$0$0$0
SHELBY BUTTERFIELDSECRETARY
Trustee or director, Officer
0.1$0$0$0
KATHLEEN GRAHAMDIRECTOR /CHAIR ROLE THRU 9/1/23
Trustee or director, Officer
0.1$0$0$0
KIM STERLING-HEFLINGRANTS CHAIR
Trustee or director, Officer
0.1$0$0$0
PATTY WHITEVICE CHAIR/ CHAIR ROLE EFF 9/1/23
Trustee or director, Officer
0.1$0$0$0
990 for the year ended June 30, 2023: 19 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROSS BREMNER MDEX-OFFICIO DIRECTOR
Trustee or director
0.1$0$1,113,450$75,645
GABRIELLE FINLEY-HAZLEEX-OFFICIO DIRECTOR
Trustee or director
0.1$0$974,798$86,845
JEFFREY JACKSONCFO
Officer
0.25$0$345,970$60,594
TERRI HOFFMANEX-OFFICIO DIRECTOR/ FOUNDATION CEO
Trustee or director, Officer
40$0$253,351$45,292
ANNE BURNS MDDIRECTOR
Trustee or director
0.1$0$400$0
THOMAS BATSONDIRECTOR
Trustee or director
0.1$0$0$0
RICHARD BURNHAMDIRECTOR
Trustee or director
0.1$0$0$0
VICTOR CASEBOLTDIRECTOR
Trustee or director
0.1$0$0$0
CULLEN MAXEYDIRECTOR
Trustee or director
0.1$0$0$0
SUSAN MIELEDIRECTOR
Trustee or director
0.1$0$0$0
ROBERT MILLIGANDIRECTOR
Trustee or director
0.1$0$0$0
JAIME NORTHAMDIRECTOR
Trustee or director
0.1$0$0$0
MICHAEL O'CONNORDIRECTOR
Trustee or director
0.1$0$0$0
DAVID ZOWINEDIRECTOR
Trustee or director
0.1$0$0$0
SHELBY BUTTERFIELDSECRETARY
Trustee or director, Officer
0.1$0$0$0
KATHLEEN GRAHAMCHAIR
Trustee or director, Officer
0.1$0$0$0
KIM STERLING-HEFLINGRANTS CHAIR
Trustee or director, Officer
0.1$0$0$0
ROGER STEVENSONTREASURER
Trustee or director, Officer
0.1$0$0$0
PATTY WHITEVICE CHAIR
Trustee or director, Officer
0.1$0$0$0

Address and contacts

Address (IRS master file)
3033 N 3RD AVE, PHOENIX, AZ 85013-4447
In care of
% RANDY BRADLEY FINANCE DEPT
Principal officer (990 for 2024)
TERRI HOFFMAN, 350 WEST THOMAS RD, PHOENIX, AZ 85013
Signed the 990
JASON CASEY, CHIEF FINANCIAL OFFICER
Phone
(602) 406-1038
Return prepared by
COMMONSPIRIT HEALTH

Mission

TO RAISE FUNDS AND PROVIDE SUPPORT SERVICES FOR PATIENT CARE, MEDICAL EDUCATION, COMMUNITY OUTREACH, RESEARCH, AND CARE FOR THOSE IN NEED AT DIGNITY HEALTH, DBA ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER.

990 for the year ended June 30, 2025

Program accomplishments

  • THE FOUNDATION IS AN IRC SEC 509(A)(3) SUPPORTING ORGANIZATION TO DIGNITY HEALTH, DBA ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER ("HOSPITAL"). AS A SUPPORTING ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER WHICH INCLUDE MAKING PAYMENTS DIRECTLY TO ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER.
    Expenses $13,013,088 · grants $13,013,088

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-2941245
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2015
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$115,984,946
Income (IRS master file)
$121,030,020

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$11,626,647$14,923,996$115,984,946IRS
990June 2024$15,596,514$13,110,866$116,132,344IRS
990June 2023$8,741,055$8,781,267$107,893,166XML
990June 2022$49,515,443$7,057,757$108,261,249IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 94-2941245).

Questions about ST JOSEPHS FOUNDATION

What is the EIN of ST JOSEPHS FOUNDATION?
The employer identification number (EIN) of ST JOSEPHS FOUNDATION is 94-2941245.
Is ST JOSEPHS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to ST JOSEPHS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does ST JOSEPHS FOUNDATION 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 ST JOSEPHS FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ST JOSEPHS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ST JOSEPHS FOUNDATION?
The 990 for the year ended June 30, 2025 names TERRI HOFFMAN.
Who are the officers and directors of ST JOSEPHS FOUNDATION?
The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
How much revenue does ST JOSEPHS FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $11,626,647, expenses of $14,923,996 and total assets of $115,984,946 at year end.

Other nonprofits in PHOENIX

All nonprofits in PHOENIX · Arizona · Human services