Hospice Endowment Trust Fund Of Phoenix Arizona
- Assets
- $695.2m
- Revenue
- $36.7m
- Investments
- $103.5m
- Employees
- 0
- Location
- Phoenix, AZ
- Founding
- 12/1982
- Data as of
- 09/2021
- EIN
- 94-2856701
Organization Overview
Hospice Endowment Trust Fund Of Phoenix Arizona is located in Phoenix, AZ. The organization was established in 1982. According to its NTEE Classification (P74) the organization is classified as: Hospices, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Hospice Endowment Trust Fund Of Phoenix Arizona is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Hospice Endowment Trust Fund Of Phoenix Arizona generated $36.7m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 37.2% each year . All expenses for the organization totaled $241.6k during the year ending 09/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
HOLDING AND INVESTING CONTRIBUTIONS FROM DONORS FOR THE BENEFIT OF HOSPICE OF THE VALLEY, A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION.
Describe the Organization's Program Activity:
SEE SCHEDULE O
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Deborah Shumway Executive Director | OfficerTrustee | 5 | $0 |
Beth Warne Trustee/vice President | OfficerTrustee | 0.1 | $0 |
Rita Meiser Trustee/pres (as Of 10/20) | OfficerTrustee | 0.1 | $0 |
Dan Santy Secretary | OfficerTrustee | 0.1 | $0 |
Gerald Smithson Trustee/treasurer | OfficerTrustee | 0.1 | $0 |
James Feltham Trustee (term 11/20) | Trustee | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $142,489 |
| Noncash contributions included in lines 1a–1f | $142,489 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $142,489 |
| Total Program Service Revenue | $0 |
| Investment income | $31,142,509 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,461,763 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $36,746,761 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $200,000 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $41,322 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $300 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $10 |
| Total functional expenses | $241,632 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $10,068,327 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $581,581,404 |
| Investments—other securities | $103,523,032 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $695,172,763 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $694,917,361 |
| Net assets with donor restrictions | $255,402 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $695,172,763 |
Grants Awarded
Over the last fiscal year, Hospice Endowment Trust Fund Of Phoenix Arizona has awarded $5,500,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
Scottsdale, AZ PURPOSE: PALLIATIVE CARE FELLOWSHIP | $2,300,000 |
Phoenix, AZ PURPOSE: PALLIATIVE CARE FELLOWSHIP | $2,200,000 |
Rochester, MN PURPOSE: PALLIATIVE CARE FELLOWSHIP | $1,000,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Hospice Endowment Trust Fund Of Phoenix Arizona has recieved totaling $5,176.
| Awarding Organization | Amount |
|---|---|
Network For Good Inc Washington, DC PURPOSE: Unrestricted | $5,176 |
Endowment Analysis
| Beg. Balance | $255,402 |
| Earnings | $22 |
| Admin Expense | $22 |
| Ending Balance | $255,402 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
By The Bay Health Larkspur, CA | $93,189,192 | $71,785,749 |
Tru Community Care Lafayette, CO | $39,055,482 | $49,921,394 |
Nathan Adelson Hospice Inc Las Vegas, NV | $34,809,060 | $45,720,684 |
The Elizabeth Hospice Inc Escondido, CA | $44,445,077 | $41,153,745 |
Hospice Of Metro Denver Incorporated Denver, CO | $64,633,708 | $38,927,316 |
East Bay Integrated Care Inc Pleasant Hill, CA | $43,545,697 | $39,931,903 |
Pathways Home Health And Hospice Sunnyvale, CA | $72,582,123 | $33,673,234 |
Community Hospice Inc Modesto, CA | $19,417,533 | $27,425,912 |
Hinds Hospice Fresno, CA | $25,721,054 | $27,586,505 |
Vali Division Of Wasatch-Lakecrest Woods Cross, UT | $25,462,783 | $23,742,932 |
Sangre De Cristo Hospice & Palliative Care Pueblo, CO | $16,193,317 | $24,800,628 |
Hospice Of Santa Cruz County Scotts Valley, CA | $16,612,272 | $21,067,488 |