2025-10-03T13:42:34-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 840447998 LOWER VALLEY HOSPITAL ASSOCIATION LOWE 9708582228 228 N CHERRY STREET PO BOX 130 FRUITA CO 81521 KORREY KLEIN MD PRESIDENT/CEO 9708582228 2025-10-02 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-02 2024 2025-03-06 01:10:19Z FAMILY HEALTH WEST KORREY KLEIN MD 228 N CHERRY STREET PO BOX 130 FRUITA CO 81521 87928824 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. 8 7 753 14 0 0 5871661 686964 82314419 85350472 560861 954022 743941 937366 89490882 87928824 0 0 0 0 48674640 52065848 0 0 0 33268380 33468213 81943020 85534061 7547862 2394763 72854635 75986038 53973355 54709995 18881280 21276043 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 52368767 0 60413151 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. 16711639 0 24140274 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 ALSO OPERATES AN URGENT CARE CLINIC WHICH PROVIDES AN ALTERNATIVE TO EMERGENCY SERVICES IN A REDUCED COST SETTING. 1214038 0 1148197 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. 70294444 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 88 0 753 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 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 PAUL BURDETT CHAIR 1.00 X X 0 0 0 KEN PALMER VICE CHAIR 1.00 X X 0 0 0 JANE FOSTER RN BSN MSHA TREASURER 1.00 X X 0 0 0 CHRISTI FLYNN 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 JENNIFER LANDINI TRUSTEE (THRU 12/24) 1.00 X 0 0 0 ERROL SNIDER TRUSTEE 32.00 X 61194 0 21876 LARRY TICE MD TRUSTEE 1.00 X 0 0 0 KORREY KLEIN MD PRESIDENT/CEO & SECRETARY 40.00 4.00 X 395912 0 47683 CHRISTOPER TAGGART MD CHIEF MEDICAL OFFICER 40.00 X 267760 0 10710 VANESSA MCCLELLAN DO CHIEF OF MEDICAL STAFF 40.00 X 256100 0 31833 LORI RANDALL EXECUTIVE VP/COO, CAN, HA 40.00 X 234312 0 21028 THERESA TABOR VP FINANCE/CFO 40.00 X 219416 0 28479 CHRISTOPHER COPELAND DO PHYSICIAN 40.00 X 569530 0 48683 KYLE CHRISTOPHERSON MD PHYSICIAN 40.00 X 562875 0 13800 RICHARD ACKERSON MD PHYSICIAN 40.00 X 534961 0 42111 PETER SCHEFFEL MD PHYSICIAN 40.00 X 474018 0 23529 DAVID SALDIVAR MD PHYSICIAN 40.00 X 380533 0 12962 3956611 0 302694 92 0 1 0 INTERMOUNTAIN HEALTH 500 ELDORADO BLVD 4300 BROOMFIELD CO 80021 HOSTED EPIC EHR SYSTEM SERVICES 1217727 PSYCHIATRIC MEDICAL CARE 215 N PLUM STRET FRUITA CO 81521 PROFESSIONAL GROUP THERAPY SERVICES 575351 TRS MANAGED SERVICES PO BOX 595 TONTITOWN AR 72770 HEALTHCARE MANAGED SERVICES PROVIDER 449230 CERNER CORPORATION 8779 HILLCREST RD KANSAS CITY MO 64138 EHR SYSTEM SERVICES 413353 COLORADO WEST EMERGENCY PHYSICIANS LLC 2635 N 7TH STREET GRAND JUNCTION CO 81501 PROFESSIONAL ED PROVIDER SERVICES 381550 17 137039 63640 474580 11705 686964 HOSPITAL REVENUE 621110 59961007 59961007 PHYSICIAN CLINICS 621110 24140274 24140274 ASSISTED LIVING 623990 1148197 1148197 100994 100994 85350472 943122 943122 10900 0 10900 10900 10900 CAFETERIA REVENUE 722514 312581 312581 624785 351150 273635 937366 87928824 85701622 0 1540238 X 1596304 566403 1029901 41543111 35490009 6053102 1092839 892559 200280 4846621 3937063 909558 2986973 2385324 601649 133183 85639 47544 142820 142820 3836 3836 12918270 10826037 2092233 501669 2339 499330 815234 568208 247026 1845175 769229 1075946 1359064 1087869 271195 144293 100335 43958 3153 3153 2169114 1555191 613923 2817865 2020326 797539 617460 255040 362420 MEDICAL SUPPLIES 5722271 5671297 50974 BAD DEBT EXPENSE 3167121 3167121 DIETARY EXPENSE 521981 521981 DUES & SUBSCRIPTIONS 401534 245800 155734 184170 143521 40649 85534061 70294444 15239617 0 8396919 1689754 18635433 24037363 15364305 21199511 1619110 1561214 744887 660674 70688064 47232771 24632865 23455293 1114243 1089415 6510 2346873 2286304 72854635 75986038 7511905 8956174 36722678 36026915 3222515 2660160 6516257 7066746 53973355 54709995 X 17360504 19783722 1520776 1492321 18881280 21276043 72854635 75986038 2394763 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3836 3836 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 2024, THE ORGANIZATION PAID $36,142 IN MEMBERSHIP DUES TO CHA. CHA ESTIMATED THAT 5.90% OF THE DUES WERE SPENT ON LOBBYING ACTIVITIES. IN 2024, THE ORGANIZATION PAID $4,367 IN MEMBERSHIP DUES TO AHA. AHA ESTIMATED THAT 39% OF THE DUES WERE SPENT ON LOBBYING ACTIVITIES. 0 1 794803 794803 48637287 29960111 18677176 1174745 877163 297582 19994990 16395497 3599493 86239 86239 23455293 DEFERRED COMPENSATION PLAN LIABILITY 1391570 AMOUNTS PAYABLE TO THIRD-PARTY REIMBURSEMENT PROGRAMS 5318060 OPERATING LEASE LIABILITY 357116 7066746 1 1 X 1 X 125.000000000000 1 X 450.000000000000 1 1 0 1 1 231432 231432 0.00280 13509029 12625970 883059 0.01070 13740461 12625970 1114491 0.01350 461202 461202 0.00560 305748 305748 0.00370 14098728 12258231 1840497 0.02230 65258 65258 0.00080 14930936 12258231 2672705 0.03240 28671397 24884201 3787196 0.04590 1 1358890 679445 17093373 17146931 -53558 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 24 1 1 1 1 X SEE PART V, SECTION C, LINE 7D X SEE PART V, SECTION C, LINE 7D X 1 24 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 CHNA COVERS 2024-2026, 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 DETERMINANTS 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- COMMUNITY HOSPITAL LOWER VALLEY HOSPITAL ASSOCIATION PART V, SECTION B, LINE 6B: - MESA COUNTY PUBLIC HEALTH- MIND SPRINGS HEALTH- MONUMENT HEALTH, LLC- MARILLAC HEALTH- HILLTOP COMMUNITY RESOURCES LOWER VALLEY HOSPITAL ASSOCIATION PART V, SECTION B, LINE 7D: PART V, SECTION B, LINE 7A:HTTPS://FHW.ORG/PATIENT-RESOURCES/COMMUNITY-HEALTH-NEEDS/PART V, SECTION B, LINE 7B:HTTPS://WWW.MESACOUNTY.US/SITES/DEFAULT/FILES/2024-07/MESACOUNTY_CHNA_DIGITAL_UPDATED07112024.PDFPART V, SECTION B, LINE 10A:HTTPS://FHW.ORG/PATIENT-RESOURCES/ LOWER VALLEY HOSPITAL ASSOCIATION PART V, SECTION B, LINE 11: IN 2024, WE CONTINUED OUR WORK WITH ALTERNATIVES TO OPIOIDS (ALTO) PROGRAM, OPTIMIZED TRANSPORTATION SERVICES, CONTINUED TO EXPAND AND MAINTAIN OUR EXISTING MENTAL HEALTH SERVICES IN OUR ED, PRIMARY CARE, OUTPATIENT BEHAVIORAL HEALTH CLINIC, AND OUR MENTAL HEALTH PROGRAM FOR MEDICARE PATIENTS. THE 2024 CHNA WAS RELEASED IN JULY 2024. WE HAVE REVIEWED THE RESULTS AND FORMULATED AN ACTION PLAN TO TRY AND FURTHER ADDRESS CRITICAL COMMUNITY HEALTH NEEDS. THIS PLAN HAS A 3-YEAR GOAL PROCESS. 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 - MEMORY CARE 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, LN 7 COL(F): THE ORGANIZATION HAS REPORTED BAD DEBT EXPENSE IN THE AMOUNT OF $3,167,121 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 A PLAIN LANGUAGE SUMMARY FORMAT. WE CAN ALSO PROVIDE THESE POLICIES IN PAPER FORM UPON REQUEST. FINANCIAL REPRESENTATIVES ARE PRESENT AT THE HOSPITAL DURING REGISTRATION AND DISCHARGE TO ASSIST PATIENTS AND INFORM THEM ABOUT AVAILABLE FINANCIAL ASSISTANCE OPTIONS. ALL PATIENT STATEMENTS INCLUDE INFORMATION ABOUT FINANCIAL ASSISTANCE AND PATIENT RIGHTS, PRINTED IN BOTH ENGLISH AND SPANISH. ADDITIONALLY, WE HAVE A DEDICATED TEAM THAT REACHES OUT TO SELF-PAY PATIENTS AND THOSE WITH OVERDUE BALANCES TO PROVIDE SUPPORT WITH APPLICATIONS FOR CHARITABLE SERVICES. 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 MONTHLY MEDICAL, HEALTH, AND PREVENTION INFORMATION SESSIONS FOR THE COMMUNITY. THESE TWO-HOUR SESSIONS, LED BY EMPLOYED PHYSICIANS, COVER A RANGE OF TOPICS. THE COMMUNITY IS INVITED TO ATTEND, WITH ANNOUNCEMENTS MADE VIA SOCIAL MEDIA AND COMMUNITY BULLETIN BOARDS. OUR STAFF PROVIDES ATHLETIC TRAINING FOR LOCAL HIGH SCHOOL SPORTS TEAMS. THE COMMUNITY IS ALSO WELCOME TO PARTICIPATE IN THE ROCK STEADY BOXING PROGRAM, WHICH CATERS TO THE SPECIFIC NEEDS OF INDIVIDUALS WITH PARKINSON'S DISEASE IN THE GREATER VALLEY A SERVICE THAT IS UNIQUE IN A REGION OF 158,000 PEOPLE. EXERCISE EQUIPMENT AND A CERTIFIED EXERCISE PHYSIOLOGIST ARE AVAILABLE FOR COMMUNITY MEMBERS FOR A SMALL FEE.ADDITIONALLY, WE HOST A NEUROLOGY SUPPORT GROUP FOR MOVEMENT DISORDERS ONCE A MONTH. OUR CEO, WHO IS ALSO A PHYSICIAN, LEADS QUARTERLY MEETINGS ON HEALTH TOPICS, WHERE PRESENTATIONS ARE MADE AND QUESTIONS ARE ANSWERED. WE OFFER THE ONLY RELIABLE TRANSPORTATION FOR MEDICAL TREATMENTS IN THE AREA. WE ACTIVELY SPONSOR THE GIRLS ON THE RUN EVENT BY PROVIDING LOGISTICAL AND FINANCIAL SUPPORT. IN OUR PEDIATRIC THERAPY PROGRAM, WE PRINT 3D ITEMS FREE OF CHARGE FOR PATIENTS TO USE AT HOME, PROVIDING RELIEF FROM ANXIETY AND STRESS. WE CONDUCT PRESENTATIONS ON HEALTH-RELATED TOPICS AT THE SUMMER FRUITA FARMER'S MARKETS, COVERING SUBJECTS SUCH AS RHEUMATOLOGY AND ORTHOPEDICS. FAMILY HEALTH WEST ALSO PROVIDES LUNCH FOR THE LOCAL FIRE DEPARTMENT TO FACILITATE ONGOING COMMUNICATION AND IMPROVEMENTS WITHIN THE COMMUNITY. WE EMPLOY SKILLED NURSE PRACTITIONERS AND COLLABORATE WITH THE LOCAL FIRE DEPARTMENT DURING SEASONAL FESTIVALS. ADDITIONALLY, WE OFFER FREE SPORTS PHYSICALS FOR THE COMMUNITY, SERVING 150 HIGH AND MIDDLE SCHOOL STUDENTS, AND WE DONATE MEDICAL SUPPLIES TO LOCAL SCHOOL NURSE 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 DO PHYSICIAN 539458 0 30072 0 0 0 13800 0 34883 0 618213 0 0 0 RICHARD ACKERSON MD PHYSICIAN 516011 0 18950 0 0 0 13800 0 28311 0 577072 0 0 0 KYLE CHRISTOPHERSON MD PHYSICIAN 546956 0 15919 0 0 0 13800 0 0 0 576675 0 0 0 PETER SCHEFFEL MD PHYSICIAN 431318 0 42700 0 0 0 5190 0 18339 0 497547 0 0 0 KORREY KLEIN MD PRESIDENT/CEO & SECRETARY 336187 0 52172 0 7553 0 13800 0 33883 0 443595 0 0 0 DAVID SALDIVAR MD PHYSICIAN 366653 0 13880 0 0 0 0 0 12962 0 393495 0 0 0 VANESSA MCCLELLAN DO CHIEF OF MEDICAL STAFF 232689 0 23411 0 0 0 9299 0 22534 0 287933 0 0 0 CHRISTOPER TAGGART MD CHIEF MEDICAL OFFICER 262080 0 5680 0 0 0 10710 0 0 0 278470 0 0 0 LORI RANDALL EXECUTIVE VP/COO, CAN, HA 234312 0 0 0 0 0 9494 0 11534 0 255340 0 0 0 THERESA TABOR VP FINANCE/CFO 219416 0 0 0 0 0 6603 0 21876 0 247895 0 0 0 A CITY OF FRUITA 846000669 00359427A 2017-12-19 33600000 HEALTHCARE HOSPITAL EXPANSION 0 0 0 A 3425000 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 18, 2025 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 6,277,849. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,277,849. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 2,904,568. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,904,568. MEDICAL DIRECTORSHIP SERVICES: PROGRAM SERVICE EXPENSES 83,806. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,806. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,559,814. MANAGEMENT AND GENERAL EXPENSES 2,092,233. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,652,047. 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 FAMILY HEALTH WEST FOUNDATION C 63640 CASH