2024-09-06T09:45:36-05:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 840447998 LOWER VALLEY HOSPITAL ASSOCIATION LOWE 9708582228 228 N CHERRY STREET PO BOX 130 FRUITA CO 81521 KORREY KLEIN MD PRESIDENT/CEO 9708582228 2024-09-04 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-09-04 2023 2024-08-08 14:25:15Z FAMILY HEALTH WEST KORREY KLEIN MD 228 N CHERRY STREET PO BOX 130 FRUITA CO 81521 89594746 0 X FHW.ORG X 1946 CO ADDRESS THE HEALTHCARE NEEDS OF THE GREATER FRUITA COMMUNITY AND PROVIDE HEALTHCARE SERVICES WITHOUT REGARD TO RACE, AGE, HANDICAP, CREED, OR NATIONAL ORIGIN. PROVIDE THOSE SERVICES TO INDIVIDUALS OF ALL INCOME LEVELS CONSISTENT WITH OUR FINANCIAL ABILITY TO DO SO. 9 8 774 14 0 0 721466 5871661 78902508 82314419 -137388 560861 404356 743941 79890942 89490882 0 0 0 0 45989743 48674640 0 0 0 34270750 33268380 80260493 81943020 -369551 7547862 62606343 72854635 51272925 53973355 11333418 18881280 X FAMILY HEALTH WEST IS DEDICATED TO SUPPORTING OUR COMMUNITY BY REINVENTING THE HEALTHCARE EXPERIENCE WITH A FOCUS ON QUALITY OUTCOMES. WE STRIVE TO PROVIDE WARM, COMPASSIONATE SERVICE TO MAKE EVERY PATIENT'S DAY A LITTLE BETTER. WE WILL SURROUND OURSELVES WITH A DIVERSE GROUP OF PEOPLE WHO EXUDE THE VALUES EMBRACED BY FAMILY HEALTH WEST. EACH OF US WILL WORK EVERY DAY TO PROMOTE OUR MISSION AND THE GUIDING PRINCIPLES OF FHW CARES - FAMILY, HONESTY, WELLNESS, COMPASSION, ACCOUNTABILITY, RESPECT, EXCELLENCE, AND SAFETY. 0 0 49009850 0 58007625 LOWER VALLEY HOSPITAL ASSOCIATION OPERATES A 25-BED ACUTE CARE AND SWING BED CRITICAL ACCESS HOSPITAL. OUTPATIENT SERVICES INCLUDE EMERGENCY, ANCILLARY TESTING, SURGICAL AND THERAPY. THE HOSPITAL PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS, PROVIDES CHARITY CARE AND OTHER ASSISTANCE TO ENSURE ACCESS TO THESE SERVICES IN OUR COMMUNITY. OUR HOSPITAL SERVICES ARE 51% MEDICARE AND 21% MEDICAID. WE PROVIDE LABS FOR THE GOOD SAMARITAN CLINIC, PROGRAMMING AND CLASSES FOR COMMUNITY PARKINSONS PATIENTS AND COLLABORATIVE OUTPATIENT REHABILITATION SERVICES FOR SENIORS. THE HOSPITAL SERVES THE COMMUNITIES OF FRUITA, LOMA AND MACK COLORADO ALONG WITH EASTERN VILLAGES IN CENTRAL UTAH. MANY PATIENTS COME TO FRUITA, FROM GRAND JUNCTION AND OTHER AREAS OF MESA COUNTY, AS THE HOSPITAL IS SOUGHT AFTER DUE TO ITS REPUTATION OF PERSONALIZED CARE AND QUALITY OF MEDICAL STAFF AND SERVICES PROVIDED. 17229380 0 23439327 THE ORGANIZATION OWNS AND OPERATES CLINICS TO ENSURE ACCESS TO PRIMARY AND SPECIALTY CARE SERVICES IN THE COMMUNITY. THESE OPERATIONS INCLUDE BUT ARE NOT LIMITED TO ANESTHESIA, EMERGENCY PROVIDERS, HOSPITALIST, RADIOLOGIST, ORTHOPEDIC SPECIALISTS, PODIATRY, RHEUMATOLOGY, PAIN AND PHYSIATRY. THE ORGANIZATION CONTINUES TO GROW THE 2 PRIMARY CARE PRACTICES IN ITS EMPLOY, IN RESPONSE TO THE GROWING POPULATION AND ITS NEED FOR ACCESS TO PRIMARY CARE. BEHAVIORAL HEALTH IS EMBEDDED WITHIN PRIMARY CARE, PROVIDING A MUCH NEEDED COLLABORATION BETWEEN PHYSICIANS/PROVIDERS AND MENTAL HEALTH PROFESSIONALS. THE ORGANIZATION CREATED AN URGENT CARE CLINIC DURING 2023 WHICH PROVIDES AN ALTERNATIVE TO EMERGENCY SERVICES IN A REDUCED COST SETTING. 1141002 0 1122401 THE ORGANIZATION OPERATES A MEMORY CARE FACILITY THAT PROVIDE RESIDENTIAL ACCOMMODATIONS AND LIMITED HEALTHCARE SERVICES TO THE ELDERLY AND DISABLED FOR A TOTAL BED COUNT OF 26. THE WILLOWS IS DEDICATED TO RESIDENTS WITH DEMENTIA AND IS A SECURED FACILITY. 67380232 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 107 0 774 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CO X THERESA TABOR 9708582228 228 N CHERRY STREET PO BOX 130 FRUITA CO 81521 TROY GRIFFITHS TRUSTEE (THRU 1/23)/DIR.-WOUND CENTER 1.00 X 318825 0 24657 ERROL SNIDER EMERITUS TRUSTEE 32.00 X 70389 0 5543 PAUL BURDETT CHAIR 1.00 X X 0 0 0 JENNIFER LANDINI VICE CHAIR 1.00 X X 0 0 0 KEN PALMER TREASURER 1.00 X X 0 0 0 CHRISTI FLYNN TRUSTEE 1.00 X 0 0 0 JANE FOSTER RN BSN MSHA TRUSTEE 1.00 X 0 0 0 JEANNE HABERER DO TRUSTEE 1.00 X 0 0 0 JERRY HAMILTON TRUSTEE 1.00 1.00 X 0 0 0 LARRY TICE MD TRUSTEE 1.00 X 0 0 0 DUSTIN WELLS TRUSTEE 1.00 X 0 0 0 KORREY KLEIN CEO/SECRETARY 40.00 4.00 X 336578 0 26551 VANESSA MCCLELLAN DO CHIEF OF MEDICAL STAFF 40.00 X 289380 0 17968 CHRISTOPER TAGGART MD CHIEF MEDICAL OFFICER 40.00 X 267359 0 28709 LORI RANDALL EXECUTIVE VP/COO, CNA, HA 40.00 X 270639 0 14905 THERESA TABOR CHIEF FINANCIAL OFFICER 40.00 X 222371 0 12457 CHRISTOPHER COPELAND PHYSICIAN 40.00 X 594752 0 26526 RICHARD ACKERSON PHYSICIAN 40.00 X 541464 0 18006 DAVID SALDIVAR PHYSICIAN 40.00 X 521772 0 4645 PETER SCHEFFEL PHYSICIAN 40.00 X 491839 0 19301 TANNER STAPLES PHYSICIAN 40.00 X 313855 0 20398 4239223 0 219666 52 0 1 0 PSYCHIATRIC MEDICAL CARE 215 N PLUM STRET FRUITA CO 81521 PROFESSIONAL GROUP THERAPY SERVICES 572181 COLORADO WEST EMERGENCY PHYSICIANS LLC 2635 N 7TH STREET GRAND JUNCTION CO 81501 PROFESSIONAL ED SERVICES 482744 FIBER STAFFING LLC 3811 TURTLE CREEK BOULEVARD SUITE DALLAS TX 75219 PROFESSIONAL TEMPORARY STAFFING SERVICES 468712 CARL E BLUNCK III 358 CLIFF VIEW DRIVE GRAND JUNCTION CO 81507 PROFESSIONAL RADIOLOGY SERVICES 328750 MICHAEL NESTE 675 MARSHALL COURT GRAND JUNCTION CO 81505 PROFESSIONAL RADIOLOGY & MEDICAL DIRECTO 292750 9 41031 4130953 1699677 16500 5871661 HOSPITAL REVENUE 621110 57497190 57497190 PHYSICIAN CLINICS 621110 23439327 23439327 ASSISTED LIVING 623990 1122401 1122401 255501 255501 82314419 633028 633028 31697 103864 -72167 -72167 -72167 CAFETERIA REVENUE 722514 275627 275627 468314 254934 213380 743941 89490882 82569353 0 1049868 X 1906331 946898 959433 38722175 32824896 5897279 1080679 883996 196683 4021425 3242250 779175 2944030 2361562 582468 151144 99361 51783 76662 76662 2855 2855 12833641 10819269 2014372 675610 14715 660895 652473 497605 154868 1367069 488359 878710 1886715 1576284 310431 128749 82736 46013 2278658 1633730 644928 2774229 1989040 785189 552337 226157 326180 MEDICAL SUPPLIES 7149387 7071012 78375 BAD DEBT EXPENSE 1728495 1728495 DIETARY EXPENSE 550858 550858 DUES & SUBSCRIPTIONS 254449 157013 97436 205049 185996 19053 81943020 67380232 14562788 0 13479611 8396919 9016626 18635433 9508415 15364305 1952822 1619110 1226771 744887 69090770 44457905 24076994 24632865 1127247 1114243 22481 0 2195376 2346873 62606343 72854635 6498911 7511905 37387998 36722678 1000 0 4900828 3222515 2484188 6516257 51272925 53973355 X 11333418 17360504 0 1520776 11333418 18881280 62606343 72854635 7547862 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2855 2855 0 PART II-B, LINE 1: LOWER VALLEY HOSPITAL ASSOCIATION PAYS MEMBERSHIP DUES TO THE COLORADO HOSPITAL ASSOCIATION (CHA) AND AMERICAN HOSPITAL ASSOCIATION. A PORTION OF THESE DUES ARE USED FOR POLITICAL EXPENDITURES DURING THE YEAR AND ARE NOT DEDUCTIBLE. IN 2023, THE ORGANIZATION PAID $35,674 IN MEMBERSHIP DUES TO CHA. CHA ESTIMATED THAT 4.20% OF THE DUES WERE SPENT ON LOBBYING ACTIVITIES. IN 2023, THE ORGANIZATION PAID $4,240 IN MEMBERSHIP DUES TO AHA. AHA ESTIMATED THAT 32% OF THE DUES WERE SPENT ON LOBBYING ACTIVITIES. 0 1 794803 794803 48556964 28021509 20535455 1118879 835965 282914 18055202 15600431 2454771 564922 564922 24632865 DEFERRED COMPENSATION PLAN LIABILITY 1022363 AMOUNTS PAYABLE TO THIRD-PARTY REIMBURSEMENT PROGRAMS 4780726 OPERATING LEASE LIABILITY 713168 6516257 1 1 X 1 X 125.000000000000 1 X 450.000000000000 1 1 0 1 1 240379 240379 0.00300 16527312 11504996 5022316 0.06260 16767691 11504996 5262695 0.06560 618204 618204 0.00770 189910 189910 0.00240 14659132 13263910 1395222 0.01740 80549 80549 0.00100 15547795 13263910 2283885 0.02850 32315486 24768906 7546580 0.09410 1 791867 395933 15982158 16039905 -57747 X 1 1 1 1 LOWER VALLEY HOSPITAL ASSOCIATION 300 W OTTLEY AVENUE FRUITA CO 81521 FHW.ORG 2511OC X X X X LOWER VALLEY HOSPITAL ASSOCIATION 1 0 0 1 X X X X X X X X X 21 1 1 1 1 X SEE PART V, SECTION C, LINE 7D X HTTPS://HEALTH.MESACOUNTY.US/2021CHNA/ X 1 21 1 SEE PART V, SECTION C, LINE 7D 0 1 X 125.000000000000 450.000000000000 X X X X X X 1 1 X X X X 1 X HTTPS://FHW.ORG/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE/ X HTTPS://FHW.ORG/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE/ X HTTPS://FHW.ORG/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE/ X X X X X X 1 X 0 X X X X 1 X 0 0 LOWER VALLEY HOSPITAL ASSOCIATION PART V, SECTION B, LINE 5: OUR CHNA IS COMPLETED EVERY 3 YEARS, THE CURRENT ONE COVERS 2021 - 2023, IN COLLABORATION WITH AN INTERDISCIPLINARY MULTI-ORGANIZATION COALITION THAT INCLUDED MESA COUNTY PUBLIC HEALTH, OTHER HOSPITALS, COMMUNITY MEMBERS, AND OTHER STAKEHOLDERS. THIS EFFORT WAS LED BY THE PUBLIC HEALTH EXPERTS IN THE MESA COUNTY PUBLIC HEALTH DEPARTMENT WHO USED AVAILABLE DATA TO IDENTIFY PUBLIC HEALTH NEEDS AROUND SOCIAL DETERMENTS OF HEALTH DOMAINS AS WELL AS COMMUNITY IDENTIFIED NEEDS THROUGH SURVEYS. LOWER VALLEY HOSPITAL ASSOCIATION PART V, SECTION B, LINE 6A: - ST. MARY'S MEDICAL CENTER- WEST SPRINGS HOSPITAL- VA WESTERN COLORADO HEALTH CARE SYSTEM LOWER VALLEY HOSPITAL ASSOCIATION PART V, SECTION B, LINE 6B: MESA COUNTY PUBLIC HEALTH LOWER VALLEY HOSPITAL ASSOCIATION PART V, SECTION B, LINE 7D: PART V, SECTION B, LINES 7A & 10A:HTTPS://FHW.ORG/PATIENT-RESOURCES/COMMUNITY-HEALTH-NEEDS/ LOWER VALLEY HOSPITAL ASSOCIATION PART V, SECTION B, LINE 11: IN 2023 WE CONTINUED OUR WORK WITH ALTERNATIVE TO OPIOIDS (ALTO) PROGRAM, OPTIMIZE TRANSPORTATION SERVICES, CONTINUED WORK WITH PARTNERS ON GETTING PATIENTS WITH SERIOUS AND UNCONTROLLED MENTAL ILLNESS TO DEFINITIVE CARE IN THE APPROPRIATE SETTING INCLUDING OUR OUTPATIENT INTENSIVE SENIOR LIFE SOLUTIONS PROGRAM, STARTED INITIATING AND TRANSITION PATIENTS ADDICTED TO OPIOIDS ON MEDICATION ASSISTED THERAPY. THE 2024 CHNA WAS RELEASED IN JULY 2024. WE WILL BE REVIEWING THE RESULTS AND DEVELOPING A COMMUNITY HEALTH NEEDS PLAN TO ADDRESS IDENTIFIED AREAS OF OPPORTUNITY AROUND THE AREAS OF HEALTHCARE DELIVERY. LOWER VALLEY HOSPITAL ASSOCIATION PART V, SECTION B, LINE 13B: PATIENTS MAY BE ELIGIBLE FOR THE COLORADO INDIGENT CARE PROGRAM (CICP) AND/OR HOSPITAL DISCOUNTED CARE ASSISTANCE PROGRAM THROUGH THE STATE OF COLORADO BASED ON FINANCIAL NEED. 2 1 - PHYSICIAN SERVICES 551 KOKOPELLI BLVD FRUITA CO 81521 PHYSICIAN CLINICS AND SUPPORTING SERVICES 2 - WILLOWS ASSISTED LIVING 243 NORTH CHERRY STREET FRUITA CO 81521 STATE LICENSED ASSISTED LIVING FACILITY PART I, LINE 6A: COMMUNITY REPORT PREPARED IN CONJUNCTION WITH MESA COUNTY COLORADO HOSPITALS AND HEALTHCARE FACILITIES. PART I, LINE 7: THE COSTING METHOD USED ON FORM 990 IS BASED ON A COST-TO-CHARGE RATIO, WHICH IS DEVELOPED BASED ON THE HOSPITAL'S TOTAL OPERATING EXPENSES LESS THE PROVISION FOR BAD DEBTS DIVIDED BY GROSS PATIENT SERVICE REVENUE. THIS COST-TO-CHARGE RATIO IS APPLIED AGAINST VARIOUS REVENUE AND EXPENSE CATEGORIES TO COMPUTE THE ESTIMATED COMMUNITY BENEFIT EXPENSE UNDER IRS SUGGESTED COSTING METHODS FOR THE FORM 990. PART I, LINE 7G: THE ORGANIZATION HAS LISTED CERTAIN PHYSICIAN SERVICES AS SUBSIDIZED SERVICES IN 2023. PART I, LN 7 COL(F): THE ORGANIZATION HAS REPORTED BAD DEBT EXPENSE IN THE AMOUNT OF $1,728,495 ON FORM 990, PART IX, LINE 24. PART III, LINE 2: THE COSTING METHODOLOGY USED ON FORM 990 IS BASED ON A COST-TO-CHARGE RATIO, WHICH IS DEVELOPED BASED ON THE HOSPITAL'S TOTAL OPERATING EXPENSES EXCLUDING THE PROVISION FOR BAD DEBT, DIVIDED BY GROSS PATIENT SERVICE REVENUE. THIS COST-TO-CHARGE RATIO IS APPLIED AGAINST THE TOTAL CHARGES THAT ARE WRITTEN OFF DURING THE YEAR TO ESTIMATE THE COST OF CARE OF PATIENTS WHO HAVE ACCOUNTS THAT ARE DEEMED TO BE BAD DEBTS TO THE HOSPITAL. THE HOSPITAL ALSO RECOGNIZES THAT IT ALSO PROVIDES A DISCOUNT TO SELF-PAY OR UNINSURED PATIENTS. THESE AMOUNTS ARE EXCLUDED FROM GROSS PATIENT SERVICE REVENUE ON THE CONSOLIDATED FINANCIAL STATEMENTS AND ARE NOT INCLUDED IN THE RATIO AS DESCRIBED ABOVE AND APPROVED BY THE IRS FOR USE ON FORM 990. IF CONSIDERED, THESE ADDITIONAL WRITE-OFF AMOUNTS TO UNINSURED ACCOUNTS WOULD ALSO INCREASE THE ESTIMATED BAD DEBT EXPENSE AMOUNT ASSOCIATED WITH THESE UNCOLLECTIBLE ACCOUNTS TO THE HOSPITAL. PART III, LINE 3: MANAGEMENT PROVIDES FOR PROBABLE UNCOLLECTIBLE AMOUNTS, PRIMARILY UNINSURED PATIENTS AND AMOUNTS PATIENTS ARE PERSONALLY RESPONSIBLE FOR, THROUGH A CHARGE TO OPERATIONS AND A CREDIT TO A VALUATION ALLOWANCE BASED ON ITS ASSESSMENT OF HISTORICAL COLLECTION LIKELIHOOD AND THE CURRENT STATUS OF INDIVIDUAL ACCOUNTS. BALANCES THAT ARE STILL OUTSTANDING AFTER THE HOSPITAL HAS USED REASONABLE COLLECTION EFFORTS ARE WRITTEN OFF THROUGH A CHARGE TO THE VALUATION ALLOWANCE AND CREDIT TO ACCOUNTS RECEIVABLE. MANY TIMES PATIENTS DO NOT COMPLETE THE REQUIRED CHARITY CARE APPLICATION AND ARE TRANSFERRED TO COLLECTION SERVICES EVEN THOUGH THE HOSPITAL PROVIDES THIS INFORMATION TO ALL PATIENTS AND ASSISTANCE WITH THE APPLICATIONS. DUE TO NO RESPONSES FROM SOME PATIENTS, A SIGNIFICANT AMOUNT OF BAD DEBTS COULD BE CONSIDERED AS CHARITY CARE. PART III, LINE 4: PATIENT ACCOUNTS RECEIVABLE AND CREDIT POLICY: PATIENT ACCOUNTS RECEIVABLE ARE REPORTED AT THE AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH FAMILY HEALTH WEST EXPECTS TO BE ENTITLED, IN EXCHANGE FOR PROVIDING PATIENT CARE SERVICES. PATIENT ACCOUNTS RECEIVABLE ARE RECORDED IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS NET OF CONTRACTUAL ADJUSTMENTS AND IMPLICIT PRICE CONCESSIONS WHICH REFLECTS MANAGEMENT'S ESTIMATE OF THE TRANSACTION PRICE. FAMILY HEALTH WEST ESTIMATES THE TRANSACTION PRICE BASED ON NEGOTIATED CONTRACTUAL AGREEMENTS, HISTORICAL EXPERIENCE, AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS AND IS RECORDED THROUGH A REDUCTION OF GROSS REVENUE AND A CREDIT TO PATIENT ACCOUNTS RECEIVABLE. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO NET PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE.FAMILY HEALTH WEST DOES NOT HAVE A POLICY TO CHARGE INTEREST ON PAST DUE ACCOUNTS.THE AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A SEPARATE FOOTNOTE REGARDING BAD DEBT EXPENSE. PART III, LINE 8: LOWER VALLEY HOSPITAL ASSOCIATION IS DESIGNATED A CRITICAL ACCESS HOSPITAL AND, AS SUCH, A PORTION OF ITS MEDICARE REVENUES ARE PAID UNDER A COST REIMBURSEMENT SYSTEM. THE TOTAL MEDICARE REVENUE SHOWN INCLUDES ONLY A PORTION OF THE TOTAL GROSS MEDICARE REVENUE THE HOSPITAL RECEIVES AND DOES NOT CONSIDER ALL OF THE CONTRACTUAL ADJUSTMENTS FOR THE REIMBURSEMENT THAT IS ACTUALLY RECEIVED FROM THE MEDICARE PROGRAM. THE AMOUNTS LISTED FOR MEDICARE REVENUE DO NOT INCLUDE PHYSICIAN SERVICES FOR THE COVERAGE OF THE EMERGENCY DEPARTMENT AT THE HOSPITAL AS WELL AS RADIOLOGIST OR URGENT CARE PROFESSIONAL SERVICES. PHYSICIAN COVERAGE IS REIMBURSED PRIMARILY ON A FEE SCHEDULE REIMBURSEMENT METHOD AT RATES THAT ARE OFTEN BELOW THE COSTS OF CARING FOR PATIENTS. EMERGENCY SERVICES PROVIDED TO MEDICARE PATIENTS ARE VITAL TO THE WELL-BEING OF THE COMMUNITY AND AS SUCH THESE COSTS AND SHORTFALLS SHOULD ALSO BE CONSIDERED AS AN ADDITIONAL BENEFIT THAT THE HOSPITAL PROVIDES TO THE COMMUNITY AND SURROUNDING AREA. THE COSTING METHOD USED ABOVE FOR IRS 990 COMPLIANCE REPORTING IS ALSO BASED ON AN OVERALL AVERAGE COST-TO-CHARGE RATIO AND DOES NOT CONSIDER MEDICARE NON-ALLOWABLE EXPENSES AS IT IS BASED ON TOTAL HOSPITAL PATIENT SERVICE REVENUES (IGNORING CONTRACTUAL ADJUSTMENTS ON FEE SCHEDULE REIMBURSED ITEMS AND NON-ALLOWABLE MEDICARE EXPENSES AS NOTED ABOVE) DIVIDED BY TOTAL OPERATING EXPENSES LESS THE PROVISION FOR BAD DEBT EXPENSE. THIS RATIO IS THEN MULTIPLIED BY THE TOTAL MEDICARE SERVICES, WHICH ARE REIMBURSED ON A COST METHODOLOGY EXCLUDING THE FEE SCHEDULE ITEMS LIKE PHYSICIAN SERVICES, WHICH THE HOSPITAL WOULD SHOW A LARGE LOSS ON THESE SERVICES.WHETHER THERE IS A SHORTFALL OR SURPLUS ON SERVICES PROVIDED TO MEDICARE BENEFICIARIES, THESE PEOPLE, WHO ARE TYPICALLY ELDERLY OR DISABLED MEMBERS OF THE COMMUNITY, ARE AN UNDERSERVED POPULATION WHO EXPERIENCE ISSUES WITH ACCESS TO HEALTH CARE SERVICES. WITHOUT TAX-EXEMPT HOSPITALS PROVIDING MEDICARE PATIENT SERVICES, THE CENTERS FOR MEDICARE AND MEDICAID (CMS) WOULD BEAR THE BURDEN OF DIRECTLY PROVIDING SERVICES TO THE ELDERLY AND DISABLED MEMBERS OF THE COMMUNITY. PART III, LINE 9B: PATIENTS ARE PROVIDED ALL PAPERWORK AND ACCESS TO WEB INFORMATION TO APPLY FOR FINANCIAL ASSISTANCE. OUR PAYMENT RESOLUTION CENTER ATTEMPTS TWO PHONE CALLS FOR ANY UNPAID BALANCE. PART VI, LINE 2: OUR CEO HAS OPEN INVITATION, INFORMAL COMMUNITY MEETINGS AT LEAST ONCE A YEAR BUT USUALLY 3-4 TIMES A YEAR WHERE MEMBERS OF THE PUBLIC CAN COME AND PROVIDE FEEDBACK ON CURRENT SERVICES, FUTURE SERVICES, AND OTHER COMMUNITY HEALTH NEEDS. FHW LEADERSHIP MEETS WITH CITY OF FRUITA ADMINISTRATOR AND LEADERS, WE PARTICIPATE ON COMMUNITY COMMISSIONS AND BOARDS, WE SURVEY PATIENTS FOR SOCIAL DETERMINANTS OF HEALTH NEEDS AND USE THAT DATA TO IDENTIFY POTENTIAL HEALTH CARE NEEDS, WE HAVE UNDERGONE STRATEGIC PLANNING THAT INCORPORATED CENSUS, POPULATION DEMOGRAPHIC, AND HEALTH CARE UTILIZATION OF OUR POPULATION TO CREATE PREDICTIVE MODELS OF CURRENT AND FUTURE COMMUNITY NEEDS. PART VI, LINE 3: PATIENT FINANCIAL ASSISTANCE POLICIES ARE AVAILABLE ON OUR WEBSITE IN PLAIN LANGUAGE SUMMARY FORM AND IN PAPER TO ALL PATIENTS. PATIENT FINANCIAL REPRESENTATIVES ARE AVAILABLE IN THE HOSPITAL AT THE TIME OF REGISTRATION AND DISCHARGE TO WORK WITH PATIENTS TO ENSURE THEY ARE AWARE OF FINANCIAL ASSISTANCE. ALL PATIENT STATEMENTS HAVE INFORMATION ABOUT FINANCIAL ASSISTANCE WRITTEN AT THE BOTTOM. WE REACH OUT TO PATIENTS WITH OVERDUE BALANCES FOR ASSISTANCE IN APPLICATION FOR CHARITABLE SERVICES OR HARDSHIP DEFERMENT OF PAYMENT PLANS. PART VI, LINE 4: WE SERVE THE LOWER VALLEY COMMUNITY WITH FRUITA COLORADO AS OUR HOME BASE. THIS IS A RURAL COMMUNITY LOCATED NEXT TO THE URBAN POPULATION OF GRAND JUNCTION COLORADO. THE COMMUNITY IS MADE UP OF FARMERS, RANCHERS, RETIRED FAMILIES, AND A BEDROOM COMMUNITY TO THE MANY RESIDENTS WHO WORK IN GRAND JUNCTION. OUR HOSPITAL IS THE FARTHEST WEST HOSPITAL IN THE AREA. WE ARE 19 MILES FROM THE UTAH BORDER RIGHT OFF INTERSTATE 70 WHICH RUNS FROM SALT LAKE CITY UTAH TO DENVER COLORADO. PART VI, LINE 5: FAMILY HEALTH WEST HOSTS MEDICAL, HEALTH AND PREVENTION INFORMATION TO THE COMMUNITY ONCE A MONTH. THESE 2-HOUR SESSIONS ARE TAUGHT BY EMPLOYED PHYSICIANS ON VARIOUS TOPICS. THE COMMUNITY IS WELCOMED TO ATTEND; ANNOUNCED VIA WIDESPREAD SOCIAL MEDIA AND COMMUNITY BULLETIN BOARDS. THE LOCAL HIGH SCHOOL SPORTS TEAMS ARE ATTENDED TO BY OUR STAFF IN ATHLETIC TRAINING. THE COMMUNITY IS ALSO INVITED TO ROCK STEADY BOXING PROGRAM WHICH ADDRESSES THE NEEDS OF PARKINSON'S DISEASE PATIENTS FROM THE GREATER VALLEY. THIS IS THE ONLY PROGRAM OF THIS NATURE IN THE VALLEY OF 158,000 PEOPLE. EXERCISE EQUIPMENT AND A CERTIFIED EXERCISE PHYSIOLOGIST IS AVAILABLE FOR COMMUNITY MEMBERS FOR A SMALL FEE. WE HOST NEUROLOGY SUPPORT GROUP FOR MOVEMENT DISORDERS ONCE A MONTH. THE CEO (ALSO A PHYSICIAN) HOSTS QUARTERLY MEETINGS ON HEALTH TOPICS, INCLUDING PRESENTATION AND ANSWERING QUESTIONS. WE PROVIDE THE ONLY RELIABLE TRANSPORTATION FOR MEDICAL TREATMENTS. WE ACTIVELY SPONSOR THE GIRLS ON THE RUN EVENT BY BEING PART OF THE CAMPUS AND PROVIDING LOGISTICAL AND FINANCIAL SUPPORT. WE PRINT 3D ITEMS FOR NO FEE FOR PATIENTS IN OUR PEDIATRIC THERAPY FOR THEIR HOME USE, WHICH PROVIDES RELIEF OF ANXIETY AND STRESS. PRESENTATIONS ON HEALTH-RELATED TOPICS AT THE SUMMER FRUITA FARMER'S MARKETS (I.E.: RHEUMATOLOGY OR ORTHOPEDICS) EDUCATION. FAMILY HEALTH WEST PROVIDES LUNCH FOR LOCAL FIRE DEPARTMENT FOR CONTINUOUS IMPROVEMENTS AND COMMUNICATIONS IN MATTERS THAT ARE HAPPENING IN THE COMMUNITY. PROVIDE ADVANCE SKILLED, STAFFED NURSE PRACTITIONER AND COLLABORATE WITH THE LOCAL FIRE DEPARTMENT FOR SEASONAL FESTIVALS. OPEN AND FREE SPORTS PHYSICALS ARE ACCESSIBLE FOR THE COMMUNITY SERVING 273 HIGH/MIDDLE SCHOOLERS. WE DONATE MEDICAL SUPPLIES FOR LOCAL SCHOOL'S NURSE'S STATIONS. PART VI, LINE 6: NOT APPLICABLE - LOWER VALLEY HOSPITAL ASSOCIATION, D.B.A. FAMILY HEALTH WEST, IS NOT PART OF A HEALTH CARE SYSTEM. X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER COPELAND PHYSICIAN 540660 0 54092 0 0 0 13200 0 13326 0 621278 0 0 0 RICHARD ACKERSON PHYSICIAN 519590 0 21874 0 0 0 13800 0 4206 0 559470 0 0 0 DAVID SALDIVAR PHYSICIAN 514778 0 6994 0 0 0 0 0 4645 0 526417 0 0 0 PETER SCHEFFEL PHYSICIAN 443085 0 48754 0 0 0 13200 0 6101 0 511140 0 0 0 KORREY KLEIN CEO/SECRETARY 335708 0 870 0 0 0 13200 0 13351 0 363129 0 0 0 TROY GRIFFITHS TRUSTEE (THRU 1/23)/DIR.-WOUND CENTE 261106 0 53969 0 3750 0 12858 0 11799 0 343482 0 0 0 TANNER STAPLES PHYSICIAN 312022 0 1833 0 0 0 12823 0 7575 0 334253 0 0 0 VANESSA MCCLELLAN DO CHIEF OF MEDICAL STAFF 236363 0 53017 0 0 0 11785 0 6183 0 307348 0 0 0 CHRISTOPER TAGGART MD CHIEF MEDICAL OFFICER 251527 0 15832 0 0 0 11062 0 17647 0 296068 0 0 0 LORI RANDALL EXECUTIVE VP/COO, CNA, HA 226783 0 5079 0 38777 0 9871 0 5034 0 285544 0 0 0 THERESA TABOR CHIEF FINANCIAL OFFICER 215275 0 7096 0 0 0 7086 0 5371 0 234828 0 0 0 A CITY OF FRUITA 846000669 00359427A 2017-12-19 33600000 HEALTHCARE HOSPITAL EXPANSION 0 0 0 A 2675000 33600000 2813875 680000 6278059 2009 0 1 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 1 CITIGROUP FINANCIAL 0.215000000000 1 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF FRUITA DATE THE REBATE COMPUTATION WAS PERFORMED: 03/13/2023 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED WITH THE GOVERNING BOARD, IN PERSON AT THE AUGUST 20, 2024 MEETING. THE BOARD THEN HAD SEVERAL DAYS TO REVIEW, SUBSEQUENT TO THE MEETING, FOR THEIR QUESTIONS AND/OR INPUT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, AND DIRECTORS OF THE FOUNDATION AND PERSONS IN POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER DECISIONS OF FHW (KEY EMPLOYEES) ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE GOVERNING BOARD AND COMPLIANCE OFFICER THEN REVIEW THE DISCLOSURES TO DETERMINE WHETHER A CONFLICT EXISTS. IF A CONFLICT IS DETERMINED TO EXIST, THE INTERESTED PERSON WILL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S CEO COMPENSATION IS REVIEWED AND DETERMINED BY THE LOWER VALLEY HOSPITAL GOVERNING BOARD. A FULL WAGE EVALUATION IS PERFORMED BY OUR HR DEPARTMENT BASED ON THE AMERICAN HOSPITAL ASSOCIATION WAGE DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PHARMACY SERVICES: PROGRAM SERVICE EXPENSES 5,806,418. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,806,418. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 4,007,499. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,007,499. MEDICAL DIRECTORSHIP SERVICES: PROGRAM SERVICE EXPENSES 217,439. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 217,439. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 787,913. MANAGEMENT AND GENERAL EXPENSES 2,014,372. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,802,285. FAMILY HEALTH WEST FOUNDATION 228 N CHERRY STREET FRUITA CO 81521 825487165 PROVIDING SUPPORT FOR THE LOWER VALLEY HOSPITAL ASSOCIATION. CO 501(C)(3) LINE 10 LOWER VALLEY HOSPITAL ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0