Hospice Endowment Trust Fund Of Phoenix Arizona
EIN 942856701 · 501(c)(3) · Public charity · Phoenix, AZ · recognized 1982
- Assets
- $816M
- Revenue
- $21.5M
- Expenses
- $1.4M
- Investment income
- $21.4M
Form 990 fiscal year ended 09/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Canterbury Consulting Incorporated CRD 22875 | fuzzy_auto · 94% | 09/30/2024 |
| Pinnacle Asset Management, L.P. CRD 126487 | fuzzy_auto · 99% | 09/30/2024 |
| Vaughan Nelson Investment Management, L.P. CRD 106975 | fuzzy_auto · 100% | 09/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Canterbury Consulting | Investment mgt svcs | $378,273 |
| Fuller Thaler | Investment mgt svcs | $348,085 |
| Pinnacle Asset Management | Investment mgt svcs | $197,848 |
| Diamond Hill Investment Group | Investment mgt svcs | $165,118 |
| Vaughan Nelson Investment Management | Investment mgt svcs | $112,705 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Deborah Shumway | Executive director | $663,571 | $28,974 |
| Beth Warne | Trustee/president | $0 | $0 |
| Dan Santy | Trustee/vice president | $0 | $0 |
| Gerald Smithson | Trustee/treasurer | $0 | $0 |
| Kathy Hanley | Trustee/secretary | $0 | $0 |
| Dieter Gable | Trustee | $0 | $0 |
| John Jennings | Trustee | $0 | $0 |
| Kelli Smith | Trustee | $0 | $0 |
| Lanny Lahr | Trustee | $0 | $0 |
| Rick Naimark | Trustee(thru 11/16/2023) | $0 | $0 |
| Rita Meiser | Trustee/immediate past president | $0 | $0 |
| Steve Fields | Trustee(thru 05/23/2024) | $0 | $0 |