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Nonprofit · EIN 86-0338886

HOSPICE OF THE VALLEY

Tax-exempt · PHOENIX, AZ 85014

Financials

$195.5M$173M2022$219.3M$199.1M2023$244.2M$212.9M2024
Revenue Expenses · by fiscal year end
Financials of HOSPICE OF THE VALLEY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$244,171,708$212,854,252$31,317,456$234,515,471$27,392,327$207,123,144
September 30, 2024990$219,269,024$199,088,322$20,180,702$209,148,440$23,349,999$185,798,441
September 30, 2023990$195,487,460$172,964,892$22,522,568$196,534,679$20,981,040$175,553,639
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$14,101,473
of which government grants
$397,388
Program service revenue
$225,474,723
Investment income
$4,158,510
Net rental income
$16,000
Net gain from sales of assets
$4,453
Net income from fundraising events
-$4,008
Other revenue
$437,002

Expenses

Grants and similar amounts paid
$1,123,900
Compensation of officers, directors and key employees
$2,543,376
Other salaries and wages
$133,341,746
Salaries, compensation and benefits (total)
$164,509,062
Professional fundraising fees
$0
Legal fees
$297,328
Accounting fees
$125,912
Occupancy
$5,220,648
Travel
$3,975,045
Depreciation
$3,910,434
Program services (functional)
$191,340,524
Management and general (functional)
$20,513,743
Fundraising (functional)
$999,985

Balance sheet and other

Total assets, start of year
$209,148,440
Total assets, end of year
$234,515,471
Total liabilities, end of year
$27,392,327
Net assets, end of year
$207,123,144
Land, buildings and equipment
$81,450,608
Publicly traded securities
$35,947,406
Net assets without donor restrictions
$206,173,963
Net assets with donor restrictions
$949,181
Gross unrelated business income
$1,688,563
Gross receipts
$244,471,135
Employees
2,036
Volunteers
1,883
Year formed
1977
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.

NameTitleHours / weekCompensationOther / benefits
DEBORAH SHUMWAYEXECUTIVE DIRECTOR
Officer
55$690,188$30,181
RACHEL BEHRENDTSENIOR VP CLINICAL
Officer
55$446,691$27,106
NED STOLZBERG MDEXECUTIVE MEDICAL DIRECTOR
Key employee
50$350,246$27,593
LIN SUE FLOODDIRECTOR COMMUNITY ENGAGEMENT
Highest-paid employee
40$298,011$30,933
ROBERT HARTMANNCHIEF INFORMATION OFFICER
Highest-paid employee
40$297,377$26,879
CONSTANCE PEREZVP OF BUSINESS OPERATIONS
Highest-paid employee
40$267,366$26,011
SABRINA HOFFMANVP OF HUMAN RESOURCES
Officer
50$264,459$16,501
MICHAEL DEBO MDMEDICAL DIRECTOR
Highest-paid employee
40$256,789$24,048
GILLIAN HAMILTON MDADMINISTRATIVE MEDICAL DIR
Key employee
40$256,713$16,965
TALISSA ADKISON MDMEDICAL DIRECTOR
Highest-paid employee
40$250,313$16,534
BRITTANY MAGAWCONTROLLER
Key employee
50$173,698$22,177
BETH WARNEDIRECTOR/PRESIDENT
Trustee or director, Officer
1$0$0
DAN SANTYDIRECTOR/VICE PRESIDENT
Trustee or director, Officer
1$0$0
GERALD SMITHSONDIRECTOR/TREASURER
Trustee or director, Officer
1$0$0
KATHY HANLEYDIRECTOR/SECRETARY
Trustee or director, Officer
1$0$0
16 more people on this return
NameTitleHours / weekCompensation
RITA MEISERDIRECTOR/IMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0
ASHLEY CROWELLDIRECTOR
Trustee or director
0.5$0
CATHY OLESONDIRECTOR
Trustee or director
0.5$0
DIANE ECKSTEINDIRECTOR
Trustee or director
0.5$0
DIETER GABLEDIRECTOR
Trustee or director
1$0
JOHN JENNINGSDIRECTOR
Trustee or director
0.5$0
JOHN VALIANTEDIRECTOR
Trustee or director
0.5$0
JULIE COLEMANDIRECTOR
Trustee or director
0.5$0
KAY THOMPSONDIRECTOR (THRU 11/21/2024)
Trustee or director
0.5$0
KELLI SMITHDIRECTOR
Trustee or director
0.5$0
LANNY LAHRDIRECTOR
Trustee or director
0.5$0
MARY THOMPSONDIRECTOR (BEG 10/24)
Trustee or director
0.5$0
MICHAEL WITHEYDIRECTOR
Trustee or director
0.5$0
MICHELLE LARSONDIRECTOR (BEG 5/25)
Trustee or director
0.5$0
SISTER MARGARET MCBRIDEDIRECTOR
Trustee or director
1$0
SUSAN LEVINEDIRECTOR
Trustee or director
0.5$0
990 for the year ended September 30, 2024: 33 people
NameTitleHours / weekCompensationOther / benefits
DEBORAH SHUMWAYEXECUTIVE DIRECTOR
Officer
55$663,571$28,974
RACHEL BEHRENDTSENIOR VP CLINICAL
Officer
55$435,428$26,037
NED STOLZBERG MDEXECUTIVE MEDICAL DIRECTOR
Key employee
50$337,206$26,496
LIN SUE FLOODDIRECTOR COMMUNITY ENGAGEMENT
Highest-paid employee
40$288,014$30,015
ROBERT HARTMANNVP/CHIEF INFORMATION OFFICER
Highest-paid employee
40$287,481$26,140
FRANCISCO CORDOVA MDMEDICAL DIRECTOR
Highest-paid employee
40$269,747$17,254
SABRINA HOFFMANVP OF HUMAN RESOURCES
Officer
50$263,618$15,978
MICHAEL DEBO MDMEDICAL DIRECTOR
Highest-paid employee
40$244,682$24,601
SKINNER MATTHEWMEDICAL DIRECTOR
Highest-paid employee
40$241,016$25,743
GILLIAN HAMILTON MDADMINISTRATIVE MEDICAL DIR
Key employee
40$247,298$16,154
BRITTANY MAGAWCONTROLLER
Key employee
50$157,547$8,871
MARY KIRKCONTROLLER(THRU 07/27/2023)
Officer
50$151,234$224
BETH WARNEDIRECTOR/PRESIDENT
Trustee or director, Officer
1$0$0
DAN SANTYDIRECTOR/VICE PRESIDENT
Trustee or director, Officer
1$0$0
GERALD SMITHSONDIRECTOR/TREASURER
Trustee or director, Officer
1$0$0
KATHY HANLEYDIRECTOR/SECRETARY
Trustee or director, Officer
1$0$0
RITA MEISERDIRECTOR/IMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0$0
ASHLEY CROWELLDIRECTOR
Trustee or director
0.5$0$0
CATHY OLESONDIRECTOR
Trustee or director
0.5$0$0
DIANE ECKSTEINDIRECTOR
Trustee or director
0.5$0$0
DIETER GABLEDIRECTOR
Trustee or director
1$0$0
JOHN JENNINGSDIRECTOR
Trustee or director
0.5$0$0
JOHN VALIANTEDIRECTOR
Trustee or director
0.5$0$0
JULIE COLEMANDIRECTOR
Trustee or director
0.5$0$0
KAY THOMPSONDIRECTOR
Trustee or director
0.5$0$0
KELLI SMITHDIRECTOR
Trustee or director
0.5$0$0
LANNY LAHRDIRECTOR
Trustee or director
0.5$0$0
MICHAEL WITHEYDIRECTOR
Trustee or director
0.5$0$0
RICK NAIMARKDIRECTOR(THRU 11/16/2023)
Trustee or director
0.5$0$0
SEAN GLENNDIRECTOR (THRU 09/12/2024)
Trustee or director
0.5$0$0
SISTER MARGARET MCBRIDEDIRECTOR
Trustee or director
1$0$0
STEVE FIELDSDIRECTOR(THRU 05/23/2024)
Trustee or director
0.5$0$0
SUSAN LEVINEDIRECTOR
Trustee or director
0.5$0$0
990 for the year ended September 30, 2023: 32 people
NameTitleHours / weekCompensationOther / benefits
DEBORAH SHUMWAYEXECUTIVE DIRECTOR
Officer
55$632,136$27,108
RACHEL BEHRENDTSENIOR VP CLINICAL
Officer
55$404,134$23,482
NED STOLZBERG MDEXECUTIVE MEDICAL DIRECTOR
Key employee
50$312,997$23,769
LIN SUE FLOODDIRECTOR COMMUNITY ENGAGEMENT
Highest-paid employee
40$279,257$27,238
ROBERT HARTMANNVP/CHIEF INFORMATION OFFICER
Highest-paid employee
40$272,913$23,817
FRANCISCO CORDOVA MDMEDICAL DIRECTOR
Highest-paid employee
40$257,896$15,561
JOHN WILLIAMSMEDICAL DIRECTOR
Highest-paid employee
40$244,947$22,862
ALICIA ACEVEDO-URCUYOMEDICAL DIRECTOR
Highest-paid employee
40$238,288$21,936
SABRINA HOFFMANVP OF HUMAN RESOURCES
Officer
50$237,096$14,794
MARY KIRKCONTROLLER
Officer
50$207,641$6,388
GILLIAN HAMILTON MDADMINISTRATIVE MEDICAL DIR
Key employee
40$189,834$19,395
BETH WARNEDIRECTOR/VICE PRESIDENT
Trustee or director, Officer
1$0$0
DAN SANTYDIRECTOR/SECRETARY
Trustee or director, Officer
1$0$0
GERALD SMITHSONDIRECTOR/TREASURER
Trustee or director, Officer
1$0$0
RITA MEISERDIRECTOR/PRESIDENT
Trustee or director, Officer
1$0$0
BOB SERRDIRECTOR (THRU 09/14/2023)
Trustee or director
0.5$0$0
CATHY OLESONDIRECTOR
Trustee or director
0.5$0$0
DIANE ECKSTEINDIRECTOR
Trustee or director
0.5$0$0
DIETER GABLEDIRECTOR/IMMEDIATE PAST PRES
Trustee or director
1$0$0
JOHN JENNINGSDIRECTOR
Trustee or director
0.5$0$0
JOHN VALIANTEDIRECTOR
Trustee or director
0.5$0$0
JULIE COLEMANDIRECTOR
Trustee or director
0.5$0$0
KATHY HANLEYDIRECTOR
Trustee or director
0.5$0$0
KAY THOMPSONDIRECTOR
Trustee or director
0.5$0$0
KELLI SMITHDIRECTOR
Trustee or director
0.5$0$0
LANNY LAHRDIRECTOR
Trustee or director
0.5$0$0
MICHAEL WITHEYDIRECTOR
Trustee or director
0.5$0$0
RICK NAIMARKDIRECTOR
Trustee or director
0.5$0$0
SEAN GLENNDIRECTOR
Trustee or director
0.5$0$0
SISTER MARGARET MCBRIDEDIRECTOR
Trustee or director
1$0$0
STEVE FIELDSDIRECTOR
Trustee or director
0.5$0$0
SUSAN LEVINEDIRECTOR
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
1510 E FLOWER ST, PHOENIX, AZ 85014-5656
In care of
% PAYROLL DEPARTMENT
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

BRINGING COMFORT, DIGNITY, AND COMPASSIONATE CARE TO OUR COMMUNITY.

990 for the year ended September 30, 2025

Program accomplishments

  • HOSPICE CARE IS PROVIDED TO PATIENTS AND FAMILIES FACING A TERMINAL ILLNESS. PUBLIC SUPPORT IS USED TO COVER THE COST OF OUR SERVICE WHEN THERE IS NO REIMBURSEMENT. IN THIS YEAR, HOSPICE SERVICES WERE PROVIDED TO MORE THAN 17,000 PATIENTS BY OUR SKILLED NURSES, HOME CARE AIDES, SOCIAL WORKERS, AND CHAPLAINS. IN ADDITION TO PROVIDING HOSPICE CARE IN THE HOME, HOSPICE OF THE VALLEY OFFERS SERVICES TO TERMINALLY ILL PATIENTS WHOSE NEEDS, OR THE NEEDS OF THEIR FAMILIES, ARE BETTER MET IN ONE OF OUR NINE INPATIENT FACILITIES. THIS IS A TRANSITIONAL TIME TO CONTROL AND MANAGE PATIENTS' SYMPTOMS UNTIL THEY CAN RETURN TO THEIR HOMES OR LESS MEDICALLY ACUTE SETTINGS. INPATIENT HOSPICE TEAMS PROVIDE ROUND-THE-CLOCK, COMPASSIONATE, COMFORT CARE FOR PATIENTS AND SUPPORT FOR FAMILIES. DOCTORS, NURSES, SOCIAL WORKERS, CHAPLAINS, AND NURSES' AIDES ADDRESS PATIENTS' MEDICAL, EMOTIONAL, AND SPIRITUAL NEEDS IN PEACEFUL, HOMELIKE ENVIRONMENTS. HOSPICE OF THE VALLEY ALSO PROVIDES BEREAVEMENT SERVICES TO SUPPORT FAMILY MEMBERS AND LOVED ONES AS THEY GRIEVE, INCLUDING COUNSELING, SUPPORT GROUPS, AND OTHER RESOURCES TO PROMOTE HEALING AND EMOTIONAL WELL-BEING. THE PRIMARY MISSION OF HOSPICE OF THE VALLEY IS TO BRING COMFORT, DIGNITY, AND COMPASSIONATE CARE TO OUR COMMUNITY.
    Expenses $168,408,656 · grants $1,107,900 · revenue $207,326,021
  • THE ARIZONA SUPPORTIVE CARE (AZSC) PROGRAM IS A MEDICAL MANAGEMENT MODEL THAT OFFERS COORDINATION OF CARE TO LATE-STAGE CHRONICALLY ILL PATIENTS STRUGGLING WITH DAILY LIVING AND DISEASE MANAGEMENT. THE AZSC TEAM IS COMPRISED OF PHYSICIANS, NURSES, AND SOCIAL WORKERS WHO PROVIDE HOME VISITS AND WHO WORK IN COORDINATION WITH PATIENTS' COMMUNITY PHYSICIANS. ADDITIONAL SERVICES INCLUDE DISEASE EDUCATION, CAREGIVER EDUCATION, HOSPITAL-TO-HOME TRANSITION SUPPORT, SYMPTOM MANAGEMENT CONSULTATION AND 24/7 PHONE SUPPORT. THE OUTREACH PROGRAM PROVIDES PSYCHO-SOCIAL IN-HOME SERVICES TO PATIENTS AND THE FAMILIES OF PATIENTS WITH CHRONIC ILLNESS WHO ARE NOT YET RECEIVING HOSPICE SERVICES. THE SUPPORTIVE CARE FOR DEMENTIA PROGRAM ASSISTS FAMILIES IN NAVIGATING THE CHALLENGES OF THE DEMENTIA JOURNEY AND SHARES ITS EXPERTISE WITH HEALTH PROFESSIONALS AND FIRST RESPONDERS.
    Expenses $7,792,127 · revenue $2,758,958
  • HOSPICE OF THE VALLEY OFFERS PRIMARY CARE OPTIONS FOR GERIATRIC AND UNDERSERVED POPULATIONS. GERIATRIC SOLUTIONS IS A HOUSE-CALL PHYSICIAN SERVICE PRACTICE FOR ELDERLY AND HOMEBOUND PATIENTS WITH SERIOUS, CHRONIC, AND LIFE-LIMITING ILLNESSES. PHYSICIANS AND NURSE PRACTITIONERS PROVIDE COMPREHENSIVE, PERSONAL PRIMARY CARE IN THE HOME AND COORDINATE WITH SPECIALISTS. YOUR HEALTH CONNECTION IS AN IN-HOME MOBILE PRACTICE BRINGING MEDICAL SERVICES TO HOME-LIMITED PATIENTS IN THE COMFORT AND CONVENIENCE OF THEIR OWN HOMES, WHEREVER THEY LIVE. OUR SKILLED CARE TEAMS ARE HONORED TO SERVE VULNERABLE CHILDREN AND ADULT PATIENTS WHO CANNOT EASILY ACCESS HEALTHCARE SERVICES.
    Expenses $6,919,715 · revenue $4,050,872
  • HOSPICE OF THE VALLEY OFFERS A WIDE RANGE OF SERVICES DESIGNED TO MEET THE CARE NEEDS OF PATIENTS, CAREGIVERS, AND THE COMMUNITY. HOSPICE OF THE VALLEY'S PRIVATE DUTY PROGRAM PROVIDES HOSPICE SERVICES TO PATIENTS OR FAMILIES WHO MAY REQUEST ADDITIONAL HOURS OF CLINICAL CARE BEYOND THE PRESCRIBED PLAN OF CARE. THE DEMENTIA CARE AND EDUCATION CAMPUS PROVIDES A FULL SPECTRUM OF CARE OPTIONS FOR PATIENTS AND THEIR CAREGIVERS AT ALL STAGES OF DEMENTIA AND INCLUDES AN EDUCATION CENTER, ASSISTED LIVING FACILITY, AND ADULT DAY CLUB. IN ADDITION, HOSPICE OF THE VALLEY PROVIDES ADMINSTRATIVE SERVICES TO RYAN HOUSE, A NOT-FOR-PROFIT IN PHOENIX ARIZONA AND RECEIVES A FEE FOR SUCH SERVICES. HOSPICE OF THE VALLEY ALSO HAS FOUR THRIFT STORES. 100% OF THRIFT STORE NET PROCEEDS SUPPORT OUR VARIOUS PROGRAMS. ADDITIONALLY, THE NURSE CALL LINE CONTRACTS WITH COMMUNITY HOSPITALS TO PROVIDE PHONE SUPPORT TO PATIENTS RECENTLY DISCHARGED.
    Expenses $8,220,026 · grants $16,000 · revenue $11,338,872

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
86-0338886
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1978
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P740)
Assets (IRS master file)
$234,515,471
Income (IRS master file)
$244,471,135

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$244,171,708$212,854,252$234,515,471XML
990-TSeptember 2025–––IRS
990September 2024$219,269,024$199,088,322$209,148,440XML
990-TSeptember 2024–––IRS
990September 2023$195,487,460$172,964,892$196,534,679XML
990-TSeptember 2023–––IRS
990September 2022$192,872,050$163,587,897$188,719,498IRS
990-TSeptember 2022–––IRS
990September 2021–––IRS
990-TSeptember 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 86-0338886).

Questions about HOSPICE OF THE VALLEY

What is the EIN of HOSPICE OF THE VALLEY?
The employer identification number (EIN) of HOSPICE OF THE VALLEY is 86-0338886.
Is HOSPICE OF THE VALLEY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to HOSPICE OF THE VALLEY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HOSPICE OF THE VALLEY 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 OF THE VALLEY 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 OF THE VALLEY 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 OF THE VALLEY?
The 990 for the year ended September 30, 2025 names DEBORAH SHUMWAY.
Who are the officers and directors of HOSPICE OF THE VALLEY?
The 990 for the year ended September 30, 2025 lists 31 people; 11 received compensation from the organization, the highest $690,188 (DEBORAH SHUMWAY, EXECUTIVE DIRECTOR).
How much revenue does HOSPICE OF THE VALLEY have?
On its 990 for the year ended September 30, 2025 it reported revenue of $244,171,708, expenses of $212,854,252 and total assets of $234,515,471 at year end.

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