NonprofitsHospice Endowment Trust Fund Of Phoenix Arizona

Hospice Endowment Trust Fund Of Phoenix Arizona

PHOENIX, AZ

Total revenue

$21.5M

Total expenses

$1.4M

Net assets

$816.0M

Grants received

EIN

942856701

Tax year

2023

Mission

Holding and investing contributions from donors for the benefit of hospice of the valley, a related 501(c)(3) tax-exempt organization.

Financials

FY 2023

Revenue

Contributions & grants$142K
Program service revenue
Investment income$21.4M
Other revenue
Total revenue$21.5M

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$1.4M
Total expenses$1.4M
Total assets$816.1M
Net assets$816.0M

People

12 listed

NameRoleCompensation

BETH WARNE

TRUSTEE/PRESIDENT

Board

0.1 hrs/wk

DAN SANTY

TRUSTEE/VICE PRESIDENT

Board

0.1 hrs/wk

DEBORAH SHUMWAY

EXECUTIVE DIRECTOR

Board

5 hrs/wk

GERALD SMITHSON

TRUSTEE/TREASURER

Board

0.1 hrs/wk

KATHY HANLEY

TRUSTEE/SECRETARY

Board

0.1 hrs/wk

DIETER GABLE

TRUSTEE

Board

0.1 hrs/wk

JOHN JENNINGS

TRUSTEE

Board

0.1 hrs/wk

KELLI SMITH

TRUSTEE

Board

0.1 hrs/wk

LANNY LAHR

TRUSTEE

Board

0.1 hrs/wk

RICK NAIMARK

TRUSTEE(THRU 11/16/2023)

Board

0.1 hrs/wk

RITA MEISER

TRUSTEE/IMMEDIATE PAST PRESIDENT

Board

0.1 hrs/wk

STEVE FIELDS

TRUSTEE(THRU 05/23/2024)

Board

0.1 hrs/wk

Independent contractors

CANTERBURY CONSULTING

INVESTMENT MGT SVCS

$378K

FULLER THALER

INVESTMENT MGT SVCS

$348K

PINNACLE ASSET MANAGEMENT

INVESTMENT MGT SVCS

$198K

DIAMOND HILL INVESTMENT GROUP

INVESTMENT MGT SVCS

$165K

VAUGHAN NELSON INVESTMENT MANAGEMENT

INVESTMENT MGT SVCS

$113K

Details

EIN942856701
Subsection03
Ruling date1982-12
Formed1982
Employees0
Volunteers9
HOSPICE ENDOWMENT TRUST FUND OF PHOENIX ARIZONA — Mission, Financials & Grants Received | Grantivo