2025-08-13T19:10:11+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP 101 E WASHINGTON ST PHOENIX AZ 85004 990 2023-10-01 860338886 Hospice of the Valley HOSP 6025306900 1510 EAST FLOWER STREET PHOENIX AZ 85014 DEBORAH SHUMWAY EXECUTIVE DIRECTOR 6025306900 2025-08-14 true Steven T Rutti P00775456 6023223000 2025-08-14 2023 2025-03-06 01:10:19Z DEBORAH SHUMWAY 1510 EAST FLOWER STREET PHOENIX AZ 85014 219581709 false X WWW.HOV.ORG X 1977 AZ BRINGING COMFORT, DIGNITY, AND COMPASSIONATE CARE TO OUR COMMUNITY. 18 17 1957 1409 1793445 177539 13554385 10984043 173179520 203587695 4743580 4328662 4009975 368624 195487460 219269024 43482 2084783 0 0 131434141 151122801 0 837176 41487269 45880738 172964892 199088322 22522568 20180702 196534679 209148440 20981040 23349999 175553639 185798441 X BRINGING COMFORT, DIGNITY, AND COMPASSIONATE CARE TO OUR COMMUNITY. false false 158096230 2018988 186755028 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 16,000 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 TEN 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. THE PRIMARY MISSION OF HOSPICE OF THE VALLEY IS TO BRING COMFORT, DIGNITY, AND COMPASSIONATE CARE TO OUR COMMUNITY. 6895899 0 1920454 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, SOCIAL WORKERS, AND HOME CARE AIDES WHO PROVIDE HOME VISITS AND WHO WORK IN COORDINATION WITH PATIENTS' COMMUNITY PHYSICIANS. ADDITIONAL SERVICES INCLUDE DISEASE MEDICATION, 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. 6507493 0 3993458 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 BUT WHO ARE NOT READY FOR END-OF-LIFE CARE. 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 ANDADULT PATIENTS WHO CANNOT EASILY ACCESS HEALTHCARE SERVICES. 179245102 true true false false false false false false true true false false false true true false true false false false false false false true false false true true true false false false false false false true true true true false false true true true true false false true 139 0 true 1957 true true true false false false false true true true 1 false false true false false false X 18 17 false false false false false false false true true false false true true true true true true true true false X DEBORAH SHUMWAY 6025306900 1510 E FLOWER STREET PHOENIX AZ 85014 BETH WARNE DIRECTOR/PRESIDENT 1.0 0.1 X X 0 0 0 DAN SANTY DIRECTOR/VICE PRESIDENT 1.0 0.1 X X 0 0 0 GERALD SMITHSON DIRECTOR/TREASURER 1.0 0.1 X X 0 0 0 KATHY HANLEY DIRECTOR/SECRETARY 1.0 0.1 X X 0 0 0 RITA MEISER DIRECTOR/IMMEDIATE PAST PRESIDENT 1.0 0.1 X X 0 0 0 ASHLEY CROWELL DIRECTOR 0.5 0.0 X 0 0 0 CATHY OLESON DIRECTOR 0.5 0.0 X 0 0 0 DIANE ECKSTEIN DIRECTOR 0.5 0.0 X 0 0 0 DIETER GABLE DIRECTOR 1.0 0.1 X 0 0 0 JOHN JENNINGS DIRECTOR 0.5 0.1 X 0 0 0 JOHN VALIANTE DIRECTOR 0.5 0.0 X 0 0 0 JULIE COLEMAN DIRECTOR 0.5 0.0 X 0 0 0 KAY THOMPSON DIRECTOR 0.5 0.0 X 0 0 0 KELLI SMITH DIRECTOR 0.5 0.1 X 0 0 0 LANNY LAHR DIRECTOR 0.5 0.1 X 0 0 0 MICHAEL WITHEY DIRECTOR 0.5 0.0 X 0 0 0 RICK NAIMARK DIRECTOR(THRU 11/16/2023) 0.5 0.1 X 0 0 0 SEAN GLENN DIRECTOR (THRU 09/12/2024) 0.5 0.0 X 0 0 0 SISTER MARGARET MCBRIDE DIRECTOR 1.0 0.0 X 0 0 0 STEVE FIELDS DIRECTOR(THRU 05/23/2024) 0.5 0.1 X 0 0 0 SUSAN LEVINE DIRECTOR 0.5 0.0 X 0 0 0 DEBORAH SHUMWAY EXECUTIVE DIRECTOR 55.0 5.0 X 663571 0 28974 MARY KIRK CONTROLLER(THRU 07/27/2023) 50.0 0.0 X 151234 0 224 RACHEL BEHRENDT SENIOR VP CLINICAL 55.0 0.0 X 435428 0 26037 SABRINA HOFFMAN VP OF HUMAN RESOURCES 50.0 0.0 X 263618 0 15978 BRITTANY MAGAW CONTROLLER 50.0 0.0 X 157547 0 8871 GILLIAN HAMILTON MD ADMINISTRATIVE MEDICAL DIR 40.0 0.0 X 247298 0 16154 NED STOLZBERG MD EXECUTIVE MEDICAL DIRECTOR 50.0 0.0 X 337206 0 26496 FRANCISCO CORDOVA MD MEDICAL DIRECTOR 40.0 0.0 X 269747 0 17254 LIN SUE FLOOD DIRECTOR COMMUNITY ENGAGEMENT 40.0 0.0 X 288014 0 30015 MICHAEL DEBO MD MEDICAL DIRECTOR 40.0 0.0 X 244682 0 24601 ROBERT HARTMANN VP/CHIEF INFORMATION OFFICER 40.0 0.0 X 287481 0 26140 SKINNER MATTHEW MEDICAL DIRECTOR 40.0 0.0 X 241016 0 25743 3586842 0 246487 202 false true false HOMECARE HOMEBASE PO BOX 678637 DALLAS TX 752678637 SOFTWARE SERVICES 708881 ONEPOINT PATIENT CARE PO BOX 85096 CHICAGO IL 606895096 PHARMACY SERVICES 322442 EMERALD TEXTILES SERVICES LLC PO BOX 849334 LOS ANGELES CA 900849334 LAUNDRY/LINEN SERVICES 159422 A PLUS ALL AMERICAN REMODELING 19827 N CASTILLE DR MARICOPA AZ 85138 REMODELING SERVICES 132242 CONSTRUCTION SECURITY SERVICES 6123 E SIERRA MORENO MESA AZ 85215 PROPERTY SECURITY SERVICES 124408 11 802624 138704 10042715 323903 10984043 HOSPICE HOME CARE 621610 162063534 162063534 HOSPICE INPATIENT 621610 24691494 24691494 PALLIATIVE HOME CARE 621610 1920454 1920454 OTHER PROGRAM SVC REVENUE 900099 14912213 7815847 1589546 5506820 0 0 0 0 203587695 4328262 2359 4325903 36587 36587 0 36587 36587 60273 59873 0 400 400 400 261751 802624 252812 8939 8939 OTHER INVESTMENT INCOME 812900 201540 201540 MISCELLANEOUS REVENUE 900099 121558 121558 0 0 0 0 323098 219269024 196491329 1793445 10000207 2007863 2007863 76920 76920 0 0 2416137 1137376 1278761 335593 206772 128821 121294898 112247103 8626497 421298 2370927 2170737 189827 10363 15764256 14330950 1386208 47098 8940990 8251148 660520 29322 105654 105654 254534 76467 178067 149958 149958 1476112 1105686 370426 0 1007356 52317 955039 3761451 2871331 809796 80324 2700998 1490098 1174968 35932 5229706 3996747 1204682 28277 3734989 3550816 183368 805 97634 46722 50568 344 6298 233 6065 4107094 3076399 938794 91901 904471 668713 192791 42967 DRUGS/BIOLOGICALS 7838715 7838715 OTHER PATIENT EXPENSES 7087088 7087088 DURABLE MEDICAL EQUIPMENT 5337695 5337695 PATIENT TRANSPORTATION 1331600 1331600 749385 285606 415234 48545 199088322 179245102 19006044 837176 6568 6350 48981511 50960408 61696 652673 18798933 28687483 0 0 0 0 129728 135949 1376829 1915975 120756698 37010958 86443169 83745740 31294075 32878910 0 0 3306429 4091858 6135741 6073094 196534679 209148440 16139247 18439703 0 0 4841793 4910296 20981040 23349999 X 174851629 185026760 702010 771681 175553639 185798441 196534679 209148440 X 20180702 -9935900 X false true X true false X 11079026 20033952 18888195 13554385 10984043 74539601 0 0 11079026 20033952 18888195 13554385 10984043 74539601 249887 74289714 384380 11959 353259 3460054 4160950 8370602 170575 137472 195504 172468 186478 862497 1151341 1198866 1155410 105752 121558 3732927 87505627 869531438 0.8490 0.8697 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 1151341.0, COLUMN B - 1198866.0, COLUMN C - 1155410.0, COLUMN D - 105752.0, COLUMN E - 121558.0, COLUMN F - 3732927.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 275402 13818 13818 275402 275402 12233 12233 275402 275402 1117 1117 275402 275402 28 28 275402 275402 1740 1740 275402 0.0 1.0 0.0 false true true 20982495 20982495 82167488 22487462 59680026 2424882 2364891 59991 9968321 8344440 1623881 5213512 3814165 1399347 83745740 Lease liabilities 4910296 4910296 X Schedule D, Part V, Line 4 Intended uses of endowment funds GENERAL PERMANENT DONATION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION'S FORM 990 HAS NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF ARIZONA FOR THE LAST THREE YEARS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS INCURRED, PAID, OR ACCRUED FOR INTEREST AND PENALTIES AT SEPTEMBER 30, 2024 OR 2023. AUCTION 924990 683939 241051 8685 117691 26111 55856 GOLF 89000 68300 20700 3440 21893 101 15037 1 50385 50385 0 3998 1064375 802624 261751 3440 30578 117792 26111 74891 252812 8939 true BANNER HEALTH FOUNDATION 2901 N CENTRAL AVE STE 160 PHOENIX AZ 85012 942545356 501(c)(3) 2000000 SUPPORT FOR PALLIATIVE PROGRAM 1 0 DEMENTIA FELLOWSHIP PROGRAM 14 65795 SCHOLARSHIPS - TEEN VOLUNTEERS 14 11125 Schedule I, Part III Lines 1 & 2 DEMENTIA CARE FELLOWS CAN RECEIVE UP TO $8,000 THAT CAN BE USED FOR TIME AWAY FROM WORK, TRAINING, CONFERENCE FEES, TRAVEL, MATERIALS, EQUIPMENT, OR CONSULTATION WITH EXPERTS IN THE IDENTIFIED FIELD AND TO PRODUCE A REPORT ON THEIR PROJECT'S RESULTS. SCHOLARSHIPS ARE AWARDED TO TEEN VOLUNTEERS BASED ON NUMBER OF HOURS SERVED, QUALITY OF VOLUNTEER WORK, HIGH SCHOOL GRADES, AND PERSONAL IMPACT ESSAY. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. HOSPICE OF THE VALLEY SUPPORTS THE NEEDS OF THE COMMUNITY BY PROVIDING ASSISTANCE TO REPUTABLE ORGANIZATIONS. FUNDS PROVIDED ARE ASSISTANCE, NOT GRANTS. X true true X X X false false false false false false false false false RACHEL BEHRENDT SENIOR VP CLINICAL 379337 0 40771 0 15320 0 9900 0 16137 0 461465 0 0 0 SABRINA HOFFMAN VP OF HUMAN RESOURCES 233471 0 21538 0 8609 0 6894 0 9084 0 279596 0 0 0 MARY KIRK CONTROLLER(THRU 07/27/2023) 116457 0 16243 0 18534 0 0 0 224 0 151458 0 0 0 DEBORAH SHUMWAY EXECUTIVE DIRECTOR 558755 0 78018 0 26798 0 9900 0 19074 0 692545 0 0 0 GILLIAN HAMILTON MD ADMINISTRATIVE MEDICAL DIR 233430 0 2304 0 11564 0 7406 0 8748 0 263452 0 0 0 NED STOLZBERG MD EXECUTIVE MEDICAL DIRECTOR 309105 0 15684 0 12417 0 9900 0 16596 0 363702 0 0 0 BRITTANY MAGAW CONTROLLER 148838 0 2653 0 6056 0 325 0 8546 0 166418 0 0 0 SKINNER MATTHEW MEDICAL DIRECTOR 229436 0 2012 0 9568 0 7563 0 18180 0 266759 0 0 0 LIN SUE FLOOD DIRECTOR COMMUNITY ENGAGEMENT 283236 0 1178 0 3600 0 8694 0 21321 0 318029 0 0 0 MICHAEL DEBO MD MEDICAL DIRECTOR 244016 0 666 0 0 0 7500 0 17101 0 269283 0 0 0 ROBERT HARTMANN VP/CHIEF INFORMATION OFFICER 274516 0 6434 0 6531 0 8812 0 17328 0 313621 0 0 0 FRANCISCO CORDOVA MD MEDICAL DIRECTOR 252472 0 7275 0 10000 0 8297 0 8957 0 287001 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees CLUB DUES HAVE BEEN PAID BY THE ORGANIZATION FOR USE BY THE EXECUTIVE DIRECTOR AND FORMER EXECUTIVE DIRECTOR (NOW BOARD MEMBER) FOR DONOR APPRECIATION AND BUSINESS PURPOSES. NO AMOUNTS HAVE BEEN INCLUDED AS REPORTABLE INCOME AS EXPENSES RELATED TO PERSONAL USAGE ARE PAID BY THE CURRENT AND FORMER EXECUTIVE DIRECTORS, AND BUSINESS USE IS SUPPORTED AS REQUIRED UNDER AN ACCOUNTABLE PLAN. LDR-NWC WADDELL & LITCHFIELD SPOUSE OF SUSAN LEVINE/DIRECTOR 245354 LEASE false DEBRA BEHRENDT SIS-IN-LAW OF RACHEL BEHRENDT/OFFICER 59495 EMPLOYEE COMPENSATION false LISA STOLZBERG SPOUSE OF NED STOLZBERG/KEY EMPLOYEE 101693 EMPLOYEE COMPENSATION false SUSANNA GROVER DAUGHTER OF GILL HAMILTON/KEY EMPLOYEE 73735 EMPLOYEE COMPENSATION false SILAS JESURUM SON OF BRITTANY MAGAW/KEY EMPLOYEE 10232 EMPLOYEE COMPENSATION false X 35613 Selling cost X 18 34000 Selling cost X 51 112178 Market value X GIFT CARDS, CEMETERY SVCS, MED EQUIPMT, FLOWERS, STATIONERY, AND EVENT TICKETS. 65 142112 Market value 2 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions HOSPICE OF THE VALLEY (HOV) USES DEALER'S AUTO AUCTION OF THE SOUTHWEST (DAASW) AS A THIRD PARTY TO ASSIST WITH VEHICLE DONATIONS. THE DONOR NOTIFIES HOV THAT THEY PLAN TO DONATE A VEHICLE AND HOV REQUESTS DAASW TO CONTACT THE DONOR TO ARRANGE A TIME FOR PICK-UP. DAASW TOWS, AUCTIONS, AND ASSISTS WITH TITLE TRANSFER FROM THE DONOR TO HOV. HOV PREPARES A LETTER OF THANKS TO THE DONOR AND IRS FORM 1098-C IS COMPLETED. THE APPROPRIATE COPIES ARE MAILED WITH THE THANK YOU LETTER TO THE DONOR. DAASW CHARGES HOV A TOWING FEE STARTING AT $65 FOR AN AVERAGE PASSENGER VEHICLE AND ADDITIONAL FEES ARE ASSESSED BASED ON SIZE AND DISTANCE. DAASW ALSO CHARGES FOR MARKETING AND REPAIRS AND PASSES ALONG ANY MVD FEES FOR UNUSUAL TITLE TRANSFER FORMS. Schedule M, Part I Explanations of reporting method for number of contributions Clothing and household goods - NUMBER OF CONTRIBUTIONS Cars and other vehicles - NUMBER OF CONTRIBUTIONS Other - GIFT CARDS, CEMETERY SVCS, MED EQUIPMT, FLOWERS, STATIONERY, AND EVENT TICKETS. NUMBER OF CONTRIBUTIONS Form 990, Part I, Line 6 1,409 VOLUNTEERS CONTRIBUTED OVER 147,000 HOURS TO 25,000 PATIENTS AND THEIR FAMILIES. VOLUNTEER HOURS ARE ALSO USED TO EDUCATE THE PUBLIC AND HELP WITH FUNDRAISING ACTIVITIES. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 7,745,480 including grants of $ 65,795)(Revenue $ 10,918,755) 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. Form 990, Part VI, Line 1a Delegate broad authority to a committee PURSUANT TO THE BYLAWS, THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE FULL BOARD, MAY DESIGNATE AN EXECUTIVE COMMMITTEE CONSISTING OF THE CORPORATION'S IMMEDIATE PAST PRESIDENT, PRESIDENT, VICE PRESIDENT, AND SUCH OTHER DIRECTORS DESIGNATED BY THE BOARD OF DIRECTORS. ONE OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE DESIGNATED AS CHAIRMAN OF THE EXECUTIVE COMMITTEE. TO THE EXTENT PROVIDED IN SUCH RESOLUTION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS, WITH SOME EXCEPTIONS, AS PROVIDED IN THE ORGANIZATION'S BYLAWS. Form 990, Part VI, Line 11b Review of form 990 by governing body HOSPICE OF THE VALLEY RETAINS AN INDEPENDENT TAX ADVISOR TO ASSIST MANAGEMENT IN THE PREPARATION AND REVIEW OF ITS IRS FORM 990. PRIOR TO FILING THE RETURN, MANAGEMENT REVIEWS THE RETURN AND ALL REQUIRED SCHEDULES WITH REPRESENTATIVES OF THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THESE FINANCE COMMITTEE MEMBERS ARE PROVIDED THE FORM 990 FOR CLOSER REVIEW AND ALLOWED A PERIOD FOR COMMENTS. COPIES OF FORM 990 ARE MADE AVAILABLE TO THE MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, EACH OFFICER, DIRECTOR, TRUSTEE, AND KEY EMPLOYEE IS PROVIDED THE CONFLICT OF INTEREST POLICY. THEY, IN TURN, REPORT ANY ACTIVITY OR RELATIONSHIP THAT COULD GIVE RISE TO ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR AND CONTROLLER REVIEW THE CONFLICT OF INTEREST FORMS TO DETERMINE IF THERE ARE ANY ACTUAL OR POTENTIAL CONFLICTS. IF ANY ARE IDENTIFIED, THAT INFORMATION IS SHARED WITH THE BOARD PRESIDENT AND THE RESPECTIVE INDIVIDUAL IS EXCLUDED FROM VOTING ON ANY ISSUES RELATED TO THEIR CONFLICT. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS RECEIVES INDUSTRY COMPENSATION DATA FROM HOSPICE OF THE VALLEY'S HUMAN RESOURCES DEPARTMENT BASED ON SALARY SURVEYS CONDUCTED BY OUTSIDE ORGANIZATIONS. IN ADDITION, THEY UTILIZE SALARY DATA FROM THE 990'S OF OTHER COMPARABLE HOSPICES FOR COMPARATIVE PURPOSES. BASED ON THEIR REVIEW, THE EXECUTIVE COMMITTEE DETERMINES THE SALARY FOR THE EXECUTIVE DIRECTOR. THIS PROCESS WAS LAST COMPLETED IN 2024. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE PROCESS FOR THE DETERMINATION OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES INCLUDES THE REVIEW OF COMPARABLE DATA FROM OUTSIDE ORGANIZATIONS AND THE SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE DIRECTOR COMMUNICATES COMPENSATION DECISIONS FOR OTHER OFFICERS AND KEY EMPLOYEES TO THE PRESIDENT OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FINALIZATION. THIS IS AN ONGOING PROCESS AS OFFICER AND KEY EMPLOYEE REVIEW DATES VARY. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE FILED WITH AND ARE VIEWABLE BY THE PUBLIC AT THE OFFICIAL WEBSITE OF THE ARIZONA CORPORATION COMMISSION. BYLAWS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE ORGANIZATION IS REQUIRED TO FILE ITS CONSOLIDATED AUDITED FINANCIALS WITH ITS ANNUAL MEDICARE COST REPORT AND WITH THE UNIFORM ACCOUNTING REPORT TO THE STATE OF ARIZONA. THIS INFORMATION IS SUBJECT TO PUBLIC RECORDS REQUEST. HOSPICE OF THE VALLEY PROVIDES FINANCIAL STATEMENTS UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances NET ASSET TRANSFERS - -9910609; BOOK/TAX DIFFERENCE FROM S-CORP INVESTMENTS - -25291; ARIZONA SUPPORTIVE CARE LLC 1510 EAST FLOWER STREET PHOENIX AZ 85014 452667492 PALLIATIVE AZ 2466982 515461 HOV HOV RE LLC 1510 EAST FLOWER STREET PHOENIX AZ 85014 RE HOLDING CO AZ 36587 7268993 HOV CARE YOUR WAY LLC 1510 EAST FLOWER STREET PHOENIX AZ 85014 OTHER MEDICAL AZ 0 0 HOV HOV OPERATIONS LLC 1510 EAST FLOWER STREET PHOENIX AZ 85014 OP HOLDING CO AZ 0 0 HOV GERIATRIC SOLUTIONS - HOV LLC 1510 EAST FLOWER STREET PHOENIX AZ 85014 812673133 GERIATRIC AZ 2148961 200370 HOV OP LLC YOUR HEALTH CONNECTION LLC 1510 EAST FLOWER STREET PHOENIX AZ 85014 811276718 TELEHEALTH AZ 1844610 1345845 HOV OP LLC NURSE CALL LINE - YOUR HEALTH CONNECTION LLC 1511 EAST FLOWER STREET PHOENIX AZ 85015 934076670 TRIAGE CALLS AZ 1589546 179490 HOV OP LLC HOV DEMENTIA CAMPUS LLC 1510 EAST FLOWER STREET PHOENIX AZ 85014 DEMENTIA AZ 1841835 2019892 HOV OP LLC HOV 44TH STREET LLC 1510 EAST FLOWER STREET PHOENIX AZ 85014 RE HOLDING CO AZ 0 0 HOV RE LLC HOV 2019 WOODSIDE LLC 1510 EAST FLOWER STREET PHOENIX AZ 85014 RE HOLDING CO AZ 0 0 HOV RE LLC HOSPICE OF ARIZONA LLC 1510 EAST FLOWER STREET PHOENIX AZ 85014 HOSPICE AZ 0 0 HOV HOSPICE ENDOWMENT TRUST FUND OF PHOENIX 1510 EAST FLOWER STREET PHOENIX AR 85014 942856701 ENDOWMENT AZ 501(c)(3) Type I HOV true false false false false false false false false false false false true false true true false true true false HOSPICE ENDOWMENT TRUST FUND OF PHOENIX AZ R 9910609 CASH