2023-09-05T17:39:11-05:00 2022-12-31 840795096 DALBY WENDLAND & CO PC PO BOX 430 GRAND JUNCTION CO 81502 990 2022-01-01 841207388 HopeWest HOPE 9702412212 3090 North 12th St Unit B Grand Junction CO 81506 Cassandra Mitchell President & CEO 9702412212 2023-08-31 1 Cassandra Mitchell 999009999 0 Sabrina J Hoyt CPA P00855363 9702431921 2023-08-31 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Cassandra Mitchell 3090 North 12th St Unit B Grand Junction CO 81506 48727617 0 X WWW.HOPEWESTCO.ORG X 1993 CO Profoundly changing how our community experiences serious illness,aging&grief,a family at a time 19 18 510 961 84113 0 10205918 6205400 37021787 38150710 25795 288179 2817121 3035096 50070621 47679385 0 0 0 0 33776446 33030442 0 0 635521 14601555 15956109 48378001 48986551 1692620 -1307166 42051481 40314552 17431632 17001869 24619849 23312683 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 29626508 33455367 HopeWest offers compassionate support and 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. More than 500 hospice patients receive individualized short-term care in the Ferris Care Center annually. 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. 7111130 4120059 HopeWest PACE provided care to more than 80 participants in 2022. 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 aclinic, adult day center with activities and meals, as well as physicaland 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. 1917472 573180 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 1,050 children and adults were served last year. We also offer three 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 450 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. 3380005 2964846 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 FerrisCare 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 ourmission possible. More than 960 volunteers gave 69,213 hours of time in 2022, adding a value of 33 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. 3380005 2964846 42035115 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 80 0 1 510 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Sarah Walsh CFO 9702412212 3090 North 12th Street Unit B Grand Junction CO 81506 MONIQUE SERRA BOARD MEMBER 2.00 X 0 0 0 MONIKA TUELL BOARD MEMBER 2.00 X 0 0 0 CARTER BAIR BOARD MEMBER 2.00 X 0 0 0 CAROLYN PAYNE BOARD MEMBER 2.00 X 0 0 0 JIM PEDERSEN BOARD MEMBER 2.00 X 0 0 0 BARBARA SEELYE BOARD MEMBER 2.00 X 0 0 0 S TODD YOUNG BOARD MEMBER 2.00 X 0 0 0 JOSEPH BREMAN BOARD MEMBER 2.00 X 0 0 0 CHRIS THOMAS BOARD MEMBER 2.00 X 0 0 0 TOM SAWYER BOARD MEMBER 2.00 X 0 0 0 MICHELLE SHIAO BOARD MEMBER 2.00 X 0 0 0 LAUREL WALTERS BOARD MEMBER 2.00 X 0 0 0 ASHLEY THUROW BOARD MEMBER 2.00 X 0 0 0 PENNY BROWN BOARD MEMBER 2.00 X 0 0 0 PETER JOUFLAS BOARD MEMBER 2.00 X 0 0 0 DR DONALD NICOLAY CHAIR/BOARD MEMBER 6.00 X X 0 0 0 NONI BACON SECRETARY/BOARD MEMBER 6.00 X X 0 0 0 MARK FRANCIS VICE-CHAIR/BOARD MEMBER 6.00 X X 0 0 0 CHRISTY WHITNEY BORCHARD PRESIDENT/CEO 1/1/22-5/31/22 70.00 X 391026 0 14693 SARAH WALSH CFO/SENIOR VP 65.00 X 245646 0 2176 CASSANDRA MITCHELL PRESIDENT/CEO 6/1/22-12/31/22 70.00 X 222447 0 16055 TERRI WALTER CHIEF ADMIN OFFICER/SENIOR 65.00 X 219019 0 11405 GEORGIA ROCK EXECUTIVE VP OF CLINICAL S 70.00 X 205713 0 21266 VICKY MATHWIG HOSPICE PHYSICIAN 50.00 X 241310 0 32579 SHERMAN STRAW MD HOSPICE PHYSICIAN 50.00 X 235405 0 20536 CAROLINE DORMAN HOPEWEST PACE MEDICAL DIRECTOR 55.00 X 225465 0 28704 HEIDI MARLIN HOSPICE PHYSICIAN 50.00 X 209949 0 8015 DEBRA HORWITZ SENIOR VP, CHIEF DEVELOPME 60.00 X 186371 0 15482 2382351 0 170911 25 0 1 0 Sodexo Inc & Affiliates Attn 360170 500 Ross St 154-0455 Pittsburgh PA 152620001 Restaurant Management 1946700 Tabula Rasa Healthcare 228 Strawbridge Dr Moorestown NJ 08057 PACE Healthcare Consulting 233917 Lewan & Associates Inc PO Box 207839 Dallas TX 753207839 Legal Services 175851 Red Horse MovingHauling Total 1295 Wagon Rd Montrose CO 81401 Moving and hauling services 165010 Core Medical Group Total PO Box 306478 Nashville TN 372306478 Contract Nurses 154915 5 30988 985570 5188842 217946 6205400 Hospice Palliative Car 621610 34031882 34031882 PACE 621610 4118828 4118828 38150710 283179 283179 5000 0 5000 5000 5000 372198 985570 383957 -11759 -11759 3632852 664275 2968577 2884464 84113 Other revenue 900099 78278 78278 78278 47679385 41113452 84113 276420 X 1349445 1349445 25932056 23391823 2197718 342515 239553 216016 19933 3604 3665845 3314714 303700 47431 1843543 1662368 153437 27738 51096 51096 43608 20289 23319 276693 276693 5145594 5041599 103995 231448 85787 91198 54463 539526 497394 42062 70 122524 17359 105165 682890 540284 138419 4187 75420 25762 40168 9490 487093 438176 48917 1438872 1033595 400274 5003 301874 92203 209671 Medical Supplies and Dr 4060494 4060494 Dues and Subscriptions 606018 231732 341997 32289 Miscellaneous 596386 534607 1300 60479 Repairs, Maintenance, a 478534 332213 146321 818039 498700 271087 48252 48986551 42035115 6315915 635521 3884290 5825236 938775 939511 763723 403993 5986721 3608309 49151 39071 385654 365023 41905173 13821543 29004101 28083630 1039066 1049779 42051481 40314552 5430655 5246621 68100 358202 11096595 10560616 836282 836430 17431632 17001869 X 17460312 16437689 7159537 6874994 24619849 23312683 42051481 40314552 -1307166 0 X X 0 1 X 1 1 1 X 4188893 5031642 4007827 10205918 6205400 29639680 33699084 38526331 41875571 40677201 42234038 197012225 37887977 43557973 45883398 50883119 48439438 226651905 189222 58838 79434 76849 103155 507498 0 189222 58838 79434 76849 103155 507498 226144407 15477 43000 20778 25795 283179 388229 15477 43000 20778 25795 283179 388229 2915 2915 37906369 43600973 45904176 50908914 48722617 227043049 0.99600 0.99310 0.00170 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 107593 -14322 1046 92226 91225 17450 1082 107593 82421 9668 864 91225 68615 14651 845 82421 75608 -6125 868 68615 0.41800 0.58200 1 0 3972402 3972402 26604094 4667735 21936359 3458571 3299042 159529 7870106 5854766 2015340 28083630 ANNUITY PAYABLE 49172 LONG-TERM DEBT 787258 836430 48349482 21466 653631 675097 47674385 5000 5000 47679385 49656648 21466 648631 670097 48986551 0 48986551 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 653,631. Part XI, Line 4b - Other Adjustments: GAIN ON SALE OF ASSET 5,000. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 653,631. GAIN ON SALE OF ASSET -5,000. BT&B 382734 271055 111679 3950 35321 14792 67203 Holiday Fashion Show 314351 217614 96737 6732 31541 300 63412 7 660683 496901 163782 1500 2100 30732 53946 4250 68178 1357768 985570 372198 1500 2100 41414 120808 19342 198793 383957 -11759 1 X X X X X 0 0 0 0 0 0 0 0 0 CHRISTY WHITNEY BORCHARD PRESIDENT/CEO 1/1/22-5/31/22 181063 0 165207 0 44756 0 1000 0 13693 0 405719 0 0 0 SARAH WALSH CFO/SENIOR VP 172377 0 40000 0 33269 0 1000 0 1176 0 247822 0 0 0 CASSANDRA MITCHELL PRESIDENT/CEO 6/1/22-12/31/22 189357 0 26000 0 7090 0 0 0 16055 0 238502 0 0 0 TERRI WALTER CHIEF ADMIN OFFICER/SENIOR 170702 0 40000 0 8317 0 1000 0 10405 0 230424 0 0 0 GEORGIA ROCK EXECUTIVE VP OF CLINICAL S 165713 0 40000 0 0 0 1000 0 20266 0 226979 0 0 0 VICKY MATHWIG HOSPICE PHYSICIAN 240760 0 550 0 0 0 1000 0 31579 0 273889 0 0 0 SHERMAN STRAW MD HOSPICE PHYSICIAN 234855 0 550 0 0 0 1000 0 19536 0 255941 0 0 0 CAROLINE DORMAN HOPEWEST PACE MEDICAL DIRECTOR 219691 0 1050 0 4724 0 1000 0 27704 0 254169 0 0 0 HEIDI MARLIN HOSPICE PHYSICIAN 209074 0 550 0 325 0 1000 0 7015 0 217964 0 0 0 DEBRA HORWITZ SENIOR VP, CHIEF DEVELOPME 146071 0 40300 0 0 0 1000 0 14482 0 201853 0 0 0 Melissa Calkins Daughter of CEO 78316 Employee Compensation - Senior Director of Hospice Clinical Quality reporting to Vice President of Clinical Services 0 Jon Brad Calkins Son-in-Law of CEO 48053 Employee Compensation - HCC Security Guard/Prog Info Data Entry reporting to Facilities Director 0 Ashley Whitney Daughter of CEO 130179 Employee Compensation - Vice President of Ferris Care Center reporting to Executive VP of Clinical Services 0 X 8 217946 Market Value 0 1 0 Form 990, Part VI, Section B, line 11b The Executive Committee of the Board reviews the 990 before it is submitted. 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 website. Form 990, Part IX, line 11g Other: Program service expenses 5,041,599. Management and general expenses 103,995. Fundraising expenses 0. Total expenses 5,145,594. FORM 990 PART XII, LINE 2C The process has not changed from the prior year.