2024-09-30T10:30:20-05:00 2023-12-31 840795096 DALBY WENDLAND & CO PC PO BOX 430 GRAND JUNCTION CO 81502 990 2023-01-01 841207388 HopeWest HOPE 9702412212 3090 North 12th St Unit B Grand Junction CO 81506 Cassandra Mitchell President & CEO 9702412212 2024-09-27 1 1 Sabrina J Hoyt CPA P00855363 9702431921 2024-09-25 2023 2024-10-15 13:58:12Z Cassandra Mitchell 3090 North 12th St Unit B Grand Junction CO 81506 60133291 0 X WWW.HOPEWESTCO.ORG X 1993 CO Profoundly changing how our community experiences serious illness,aging&grief,a family at a time 16 15 564 1077 101722 0 6205400 3626383 38150710 52276799 288179 127268 3035096 3072612 47679385 59103062 0 0 0 0 33030442 32838965 0 0 712844 15956109 22715274 48986551 55554239 -1307166 3548823 40314552 44781187 17001869 17919681 23312683 26861506 X Created through a community-wide vision, HopeWest is dedicated to profoundly changing the experiences of aging, illness, and grief one family at a time through through creativity, volunteerism, and philanthropy. 0 0 28356242 36564824 HopeWest Hospice offers compassionate support and high quality comprehensive care to individuals and families across 10,000 miles of western Colorado serving five counties. Our largest program and expenditure is hospice care. We serve more than 450 patients and families every day. Patients are cared for by an expert interdisciplinary team including hospice/palliative certified physicians and advance practice nurses. Hospice served more than 1950 patients. More than 590 received individualized short-term care at Ferris Care Center. Care is designed to meet the needs of patients and families during times when a more intensive level of care is needed. Community support through philanthropy and volunteerism ensures HopeWest is able to be there for our community. 15135997 15138474 HopeWest PACE provided high quality care to more than 170 participants in 2023. With PACE, a team of health care professionals works with each individual to make sure needed services are coordinated. PACE programs get to know their participants and design services to meet each person's unique needs. The Center for Living Your Best houses a clinic, adult day center with activities and meals, as well as physical and occupation therapy opportunities that enhance the continued health and well-being of our participants. Our dedicated staff ensure each participant is provided with the medical and support services so they can be safe living at home for as long as possible. 2385005 573501 Community programs is our third largest program expenditure. Services are offered to grieving adults through support groups and one-on-one counseling. HopeWest Kids provides grief services to children ages 3-19 through school groups, equine therapy, grief camps and art therapy. More than 1,080 children and adults were served last year. We also offer two different Palliative Care Programs. Palliative Care is for people with serious health conditions not yet eligible for hospice or are still receiving curative treatment. More than 230 patients were served last year. These programs offer a variety of specialized care to meet our patient's needs to gain back quality of life for them and their loved ones. 3310181 0 2926029 Retail Outlets- HopeWest operates retail entities to provide an opportunity for the community to know us before they need us. Heirlooms for Hospice is an upscale resale store featuring treasures donated by the community. Families of those HopeWest has served find comfort knowing the treasures they donate help support HopeWest. We have three different locations in Grand Junction, Montrose, and Delta. We also operate Spoons bistro and bakery located on the Ferris Care Center Campus in Grand Junction. While it serves patients and families who are in the Care Center, it is also a full-service restaurant open to the public. Proceeds from both Spoons and Heirlooms support the programs of HopeWest. Volunteer Services - People with a passion for helping others make our mission possible. More than 1070 volunteers gave 77,158 hours of time in 2023, adding a value of 37 full time equivalents (FTEs). Gifts of time are as unique as those who contribute. Volunteers change our world in so many ways. Through holding the hands of patients in need, providing art and music therapy to patients, supporting kids coping with grief, beautifying our gardens, creating a one-of-a-kind shopping experience at Heirlooms for Hospice, making our fundraising events special, and so much more. Volunteers are truly the heart of HopeWest. 3310181 0 2926029 49187425 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 107 0 1 564 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Sarah Walsh CFO 9702412212 3090 North 12th Street Unit B Grand Junction CO 81506 S TODD YOUNG BOARD MEMBER 2.00 X 0 0 0 MONIQUE SERRA SECRETARY / BOARD MEMBER 6.00 X 0 0 0 MONIKA TUELL BOARD MEMBER 2.00 X 0 0 0 MICHELLE SHIAO BOARD MEMBER 2.00 X 0 0 0 MARC LASSAUX BOARD MEMBER 2.00 X 0 0 0 MARK FRANCIS VICE-CHAIR/BOARD MEMBER 6.00 X 0 0 0 JIM PEDERSEN BOARD MEMBER 2.00 X 0 0 0 DR DONALD NICOLAY CHAIR/BOARD MEMBER 6.00 X 0 0 0 DEE BURKE BOARD MEMBER 2.00 X 0 0 0 CHRIS THOMAS BOARD MEMBER 2.00 X 0 0 0 CASSANDRA MITCHELL PRESIDENT/CEO 60.00 X X 371540 0 34152 CARTER BAIR BOARD MEMBER 2.00 X 0 0 0 CAROLYN PAYNE BOARD MEMBER 2.00 X 0 0 0 BARBARA BUTLER BOARD MEMBER 2.00 X 0 0 0 ASHLEY THUROW BOARD MEMBER 2.00 X 0 0 0 ALLISON NADEL BOARD MEMBER 2.00 X 0 0 0 SARAH WALSH CFO/SENIOR VP 65.00 X 205694 0 2176 PETER SCHOOMAKER Chief Financial Officer 50.00 X 36178 0 4597 TERRI WALTER CHIEF ADMIN OFFICER/SENIOR 55.00 X 195160 0 12483 GEORGIA ROCK EXECUTIVE VP OF CLINICAL S 70.00 X 217913 0 24699 MARY WIGINGTON Vice President of Human Resources 55.00 X 140731 0 14362 JILL ORROCK Pace Executive Director 45.00 X 138603 0 12812 DEBRA HORWITZ SENIOR VP, CHIEF DEVELOPME 50.00 X 175402 0 29107 DARRIN GREEN Hospice Physician 45.00 X 209679 0 27904 CRYSTAL OWENS Chief Medical Director 55.00 X 279870 0 1000 CASEY PEIFFER Nurse Practioner 45.00 X 140599 0 4168 CHRISTY WHITNEY BORCHARD FORMER PRESIDENT/CEO 0.00 X 139071 0 0 2250440 0 167460 24 1 1 0 Sodexo Inc & Affiliates Attn 360170 500 Ross St 154-0455 Pittsburgh PA 152620001 Restaurant Management 1831889 Tabula Rasa Healthcare 228 Strawbridge Dr Moorestown NJ 08057 Consulting 401998 FCI Constructors PO Box 1767 Grand Junction CO 81502 Construction 250661 Multi View Incorporated Systems PO Box 2327 Hendersonville NC 28793 Consulting 199272 Red Horse MovingHauling Total 1295 Wagon Rd Montrose CO 81401 Moving and hauling services 185075 5 9935 959325 2657123 238010 3626383 Hospice Palliative Car 621610 37138325 37138325 PACE 621610 15138474 15138474 52276799 120182 120182 7086 0 7086 7086 7086 448700 959325 403839 44861 44861 3574945 626390 2948555 2846833 101722 Other revenue 900099 79196 79196 79196 59103062 55202828 101722 172129 X 1104891 1104891 25534997 23330529 1784458 420010 202781 192933 6672 3176 4170239 3696148 426986 47105 1826057 1739183 58248 28626 36056 36056 72575 62288 10287 329293 329293 8997571 8849964 147607 155828 21510 78124 56194 449806 405759 42143 1904 90493 16158 74335 689234 574295 111179 3760 50927 21775 24345 4807 490350 446556 43794 1437202 1015614 417045 4543 530249 305133 225116 Medical Supplies and Dr 7190496 7190496 Dues and Subscriptions 652931 253531 351284 48116 Miscellaneous 549287 465314 34837 49136 Repairs, Maintenance, a 470034 320862 148990 182 522942 279377 198280 45285 55554239 49187425 5653970 712844 5825236 10596067 939511 942696 403993 19544 3608309 3993420 39071 41264 365023 321926 42439430 15260710 28083630 27178720 1049779 1687550 40314552 44781187 5246621 6549079 358202 345180 10560616 10001812 836430 1023610 17001869 17919681 X 16437689 19809351 6874994 7052155 23312683 26861506 40314552 44781187 3548823 0 X X 0 1 X 1 0 X 5031642 4007827 10205918 6205400 3626383 29077170 38526331 41875571 40677201 42234038 56379640 219692781 43557973 45883398 50883119 48439438 60006023 248769951 58838 79434 76849 103155 95914 414190 0 58838 79434 76849 103155 95914 414190 248355761 43000 20778 25795 283179 120182 492934 43000 20778 25795 283179 120182 492934 43600973 45904176 50908914 48722617 60126205 249262885 0.99640 0.99600 0.00200 0.00170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 92226 500000 13088 2416 602897 107593 -14322 1046 92226 91225 17450 1082 107593 82421 9668 864 91225 68615 14651 845 82421 0.90000 0.10000 1 0 3972402 3972402 27682568 6856266 20826302 3458571 2462106 996465 7325889 5942338 1383551 27178720 ANNUITY PAYABLE 46117 LONG-TERM DEBT 977493 1023610 59732048 16745 619327 636072 59095976 7086 7086 59103062 56183225 16745 612241 628986 55554239 0 55554239 Part V, Line 4: Income derived from the permanent endowment fund is used for operations. Part XI, Line 2d - Other Adjustments: COST OF GOODS SOLD 619,327. Part XI, Line 4b - Other Adjustments: GAIN ON SALE OF ASSET 7,086. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 619,327. GAIN ON SALE OF ASSET -7,086. 1 0 0 0 0 0 0 0 0 0 Sub-Saharan Africa Hospice Support of Sister Hospice 10000 Check 0 Cash 0 0 0 0 0 0 BT&B 444796 311757 133039 19507 38934 15850 60188 Holiday Fashion Show 277514 172678 104836 13200 35373 53804 7 685715 474890 210825 650 27210 58865 15777 64481 1408025 959325 448700 650 59917 133172 31627 178473 403839 44861 1 X X X X X 0 0 0 0 0 0 0 0 0 CASSANDRA MITCHELL PRESIDENT/CEO 326358 0 37617 0 7565 0 1000 0 33152 0 405692 0 0 0 CRYSTAL OWENS Chief Medical Director 244620 0 25000 0 10250 0 1000 0 0 0 280870 0 0 0 GEORGIA ROCK EXECUTIVE VP OF CLINICAL S 192913 0 25000 0 0 0 1000 0 23699 0 242612 0 0 0 DARRIN GREEN Hospice Physician 209179 0 500 0 0 0 0 0 27904 0 237583 0 0 0 SARAH WALSH CFO/SENIOR VP 172377 0 25000 0 8317 0 1000 0 1176 0 207870 0 0 0 TERRI WALTER CHIEF ADMIN OFFICER/SENIOR 170160 0 25000 0 0 0 1000 0 11483 0 207643 0 0 0 DEBRA HORWITZ SENIOR VP, CHIEF DEVELOPME 144633 0 25000 0 5769 0 1000 0 28107 0 204509 0 0 0 MARY WIGINGTON Vice President of Human Resources 130481 0 500 0 9750 0 1000 0 13362 0 155093 0 0 0 JILL ORROCK Pace Executive Director 120794 0 500 0 17309 0 1000 0 11812 0 151415 0 0 0 CHRISTY WHITNEY BORCHARD FORMER PRESIDENT/CEO 0 0 0 0 139071 0 0 0 0 0 139071 0 0 0 X 5 222255 Market Value X Supplies 3 15755 FMV 0 1 0 Form 990, Part VI, Section A, line 4 Updated Bylaws Form 990, Part VI, Section B, line 11b The Executive Committee of the Board reviews the 990. After approval from the Excutive Committee, a copy of the 990 is made available to the full board for review. Any questions are satisfied before submittal. Form 990, Part VI, Section B, line 12c Board members are required to complete a form on an annual basis documenting any conflicts of interest. Officers then review the forms for conflicts of interest. Form 990, Part VI, Section B, line 15 Wage Surveys are used to determine the appropriate pay grades. An independent human resource organization reviews the pay grades bi-annually. Form 990, Part VI, Section C, line 19 Governing documents are available to the public by request. Financial statements are made public via the annual report and the State of Colorado Form 990, Part IX, line 11g Other: Program service expenses 8,849,964. Management and general expenses 147,607. Fundraising expenses 0. Total expenses 8,997,571. FORM 990 PART XII, LINE 2C The process has not changed from the prior year.