2018-02-28T12:29:02-06:00 2017-05-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2016-06-01 820324100 Health West Inc HEAL 2082327862 PO Box 2377 Pocatello ID 83206 Paul L Morgan Chief Financial Officer 2082327862 2018-02-27 1 Kim Hunwardsen CPA P00484560 6122536500 2018-02-27 4.16.175.34 2018-02-27 10:21:40 MS P 51153E6FE133A46BE9F60C7A8748BC609ADBB28A 51153E6FE133A46BE9F60C7A8748BC609ADBB28A 2016 2021-01-29 14:40:06Z Mindy Stosich-Benedetti PO Box 2377 Pocatello ID 83206 19564313 0 X www.healthwestinc.org X 1975 ID Empowering our patients and communities by proactively providing quality, affordable patient-centered healthcare. 9 9 140 11 0 0 7074050 8766326 9044148 10797213 281 774 0 0 16118479 19564313 0 0 0 0 6452190 7505055 0 0 0 7907127 10128690 14359317 17633745 1759162 1930568 9757293 12441317 4340644 5094100 5416649 7347217 Empowering our patients and communities by proactively providing quality, affordable patient-centered healthcare. 0 0 10345171 6082263 Federally Qualified Health Center Program: Provides primary health care in designated medically underserved areas. Health West currently has 8 community health centers located in Idaho in the following towns and cities; Aberdeen, American Falls, Chubbuck, Downey, Lava, Preston and 2 in Pocatello. For the fiscal year ended May 31, 2017 we served 15,644 patients in 56,435 medical appointments. 2666416 4465297 Pharmaceutical Services: Health West works with local pharmacies through the 340B Drug Discount Program to help get patient medicines at a lower cost. For the fiscal year ended May 31, 2017 3,492 prescriptions were filled through the 340B program saving the patients $265,627. In addition, Health West offers prescription drug assistance for patients who qualify for free medications directly from the drug manufacturers if the medicine doesn't come in generic form. The value of the free medications received by Health West patients was $3,277,290. Health West also provides medication reconciliation, therapeutic monitoring, wellness promotion, and disease prevention. 990018 249653 Dental Services: Health West provides preventive dental services to prevent diseases of the oral cavity and related structures. Services include cleanings, application of sealants, and diagnostic screening for caries and periodontal disease through the use of dental x-rays. In addition, Health West provides basic general dentistry to diagnose and treat disease, injury, or impairment in teeth including fillings and single unit crowns; non-surgical-endodontic, extractions, and periodontal therapies. For the fiscal year ended May 31, 2017 we served 1,652 patients in 2,419 dental appointments. 14001605 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 66 0 0 140 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Nancy Wright 2082327862 PO Box 2377 Pocatello ID 83204 Adam Waldron President 2.00 X X 0 0 0 Doug Balfour Vice President 2.00 X X 0 0 0 Douglas Mathis Secretary 2.00 X X 0 0 0 Robert Picard Treasurer 2.00 X X 0 0 0 Gloria Whiteside Director 1.00 X 0 0 0 Gabriel Rivas Director 1.00 X 0 0 0 Iris Buder Director 1.00 X 0 0 0 Kris Miller Director (Jun-Dec) 1.00 X 0 0 0 Norma Ramirez Director 1.00 X 0 0 0 Lloyd Curry Director 1.00 X 0 0 0 Barbara Bybee Director (Jun-Oct) 1.00 X 0 0 0 Mindy Stosich-Benedetti CEO 40.00 X 129683 0 12087 Jesus Jaramillo CFO (Jun-Sept) 40.00 X 73516 0 5789 Marcus Neff Dental Provider 40.00 X 188226 0 5876 Mark Horrocks CMO 40.00 X 222077 0 24654 Courtland Carbol Provider 40.00 X 235448 0 25024 Chelsie Morrison Kayiki Provider 40.00 X 173586 0 7867 Dean Smith Provider 40.00 X 175969 0 18095 Joseph Ragan Provider 40.00 X 164501 0 17201 1363006 0 116593 7 0 1 0 Greenway 100 Greenway Blvd Carrollton GA 30117 Third party processor - billing 584122 Construction Services 718 S 2nd Ave Pocatello ID 83201 Construction 526657 RPH Innovations 439 Grant Street Doners Grove IL 60515 Third party processor - 340B 297325 Bengal Pharmacy 990 S 8th Ave Pocatello ID 83201 Prescription management 130300 4 5058239 3708087 3277290 8766326 Patient Revenue 622110 5624490 5624490 Pharmacy Revenue 900099 4465297 4465297 Meaningful Use Revenue 900099 454750 454750 Dental Revenue 900099 249653 249653 Miscellaneous Revenue 900099 3023 3023 10797213 774 774 19564313 10797213 0 774 X 396545 205327 191218 5653519 4160433 1493086 927422 674179 253243 527569 330328 197241 5278 5278 35030 35030 2627525 2050475 577050 214122 65107 149015 435839 29234 406605 472636 285827 186809 113914 16584 97330 121034 49802 71232 96619 94208 2411 251484 224640 26844 19228 19228 Medical Supplies 5187755 5376196 -188441 Bad Debt Expense 308294 308294 Minor Equipment 98208 66653 31555 Recruitment 52620 22200 30420 89104 42118 46986 17633745 14001605 3632140 0 3060890 5940399 2254591 2111193 23644 29061 148854 81230 5891815 1612381 4269314 4279434 9757293 12441317 2277691 3138325 2026613 1898087 36340 57688 4340644 5094100 X 5416649 7343465 3752 5416649 7347217 9757293 12441317 1930568 0 X 0 1 X 1 1 1 X 4535293 4265341 5593763 7074050 8766326 30234773 4535293 4265341 5593763 7074050 8766326 30234773 310880 29923893 170 281 774 1225 30235998 28009776 0.98970 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 282061 282061 4120231 898281 3221950 274029 65010 209019 1198015 649090 548925 17479 17479 4279434 Other Liabilities 57688 57688 X 19256019 -308294 -308294 19564313 0 19564313 17325451 0 17325451 308294 308294 17633745 Part X, Line 2: The Organization is a charitable organization under the State of Idaho tax regulations and under 501(c)(3) of the Internal Revenue Code and is exempt from state or local income taxes. The Organization is required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS annually. In addition, the Organization is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The organization has determined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990T) with the IRS. The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Provision for Bad Debts Reported in Revenue on Financial Statements -308,294. Part XII, Line 4b - Other Adjustments: Provision for Bad Debts Reported in Revenue on Financial Statements 308,294. X 0 1 X X 0 0 0 0 0 0 0 0 0 Marcus Neff Dental Provider 186051 0 2000 0 175 0 5646 0 696 0 194568 0 0 0 Mark Horrocks CMO 215934 0 2700 0 3443 0 6881 0 18293 0 247251 0 0 0 Courtland Carbol Provider 233041 0 900 0 1507 0 7250 0 18347 0 261045 0 0 0 Chelsie Morrison Kayiki Provider 172257 0 1200 0 129 0 5279 0 3022 0 181887 0 0 0 Dean Smith Provider 174412 0 900 0 657 0 5375 0 13146 0 194490 0 0 0 Joseph Ragan Provider 162619 0 900 0 982 0 5003 0 12618 0 182122 0 0 0 Part I, Line 1a Rotary dues paid in the amount $420 for the CEO. These dues are considered to be business related and therefore are not treated as taxable income to the CEO. Part I, Line 1b No written policy. The dues are paid directly by Health West and viewed as a business expense as the membership is used by the CEO for community outreach. The CEO approved this expense under the authority granted to her by the Board. X 1267 3277290 replacement price 0 0 0 Form 990, Part VI, Section A, line 1 The Executive Committee has the authority to act on behalf of the full governing board, but the actions of the Executive Committee must not supersede the full health center governing board's authorities, functions, and responsibilities. The Executive Committee must report all actions taken independently and on behalf of the board to the full governing board. The Executive Committee is comprised of the President, Vice President, Treasurer and Secretary. Form 990, Part VI, Section B, line 11b After the 990 is prepared by our CPA firm the document is reviewed for accuracy by the CFO and Controller. A complete copy of the 990 is then distributed to the board and reviewed at a board meeting prior to being filed with the IRS. Form 990, Part VI, Section B, line 12c It is the policy of Health West that interests shall be fully disclosed by any individual regardless of whether a Conflict of Interest is determined to exist. Health West requires that all individuals affiliated with Health West and persons seeking to affiliate with Health West disclose in writing (and update at least annually): (1) all Interests that may create an actual or potential Conflict of Interest, and (2) where applicable, provide a statement suggesting how such Conflict of Interest could be avoided or mitigated. Members of, and candidates for membership on, the Board of Directors shall make disclosures to the Chair of the Board of Directors. If the Chair has such an Interest, he or she must make disclosure to the Vice Chair, respectively, who will, in turn, be responsible for advising the Board. The CEO shall make disclosures to the Chair of the Board who will, then, be responsible for advising the Board of such disclosure. In the case of a potentially conflicted person who is a Board member (including the CEO), that person may make a presentation to the Board regarding whether he or she has a Conflict of Interest, and may respond to related questions from the Board. However, after such presentation, he or she shall leave the meeting during any discussion of, or vote on, whether a Conflict of Interest exists, and if such Conflict of Interest is determined by the Board to exist, he or she shall leave the meeting during any discussion of, and voting on, the transaction or arrangement that involves the Conflict of Interest. After exercising due diligence, the Board or CEO, as applicable, shall determine whether Health West can obtain an equivalent transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a Conflict of Interest. In circumstances where there are material continuing or pervasive Conflicts of Interest, an individual may be required by the Board of Health West or the CEO, as applicable, to withdraw from his or her position with Health West unless the individual, family member or business associate chooses to disassociate from the outside position that causes the Conflict of Interest. If there is an individual who failed to disclose an Interest the Board or CEO may take appropriate corrective and/or disciplinary action, including removal of the individual from the selection, negotiation, or administration of any contracts or grants. Form 990, Part VI, Section B, line 15a The Board of Directors uses comparability data from surveys and historical data in approving the CEO salary. The same methods are used for the CEO to approve the salaries of all remaining employees, including the CFO. The board periodically reviews professional staff salaries. Compensation was last reviewed in 2015. Form 990, Part VI, Section C, line 19 The organization made its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part IX, line 11g Professional Services: Program service expenses 0. Management and general expenses 91,209. Fundraising expenses 0. Total expenses 91,209. Medical Services: Program service expenses 1,935,310. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,935,310. Admin Services : Program service expenses 115,165. Management and general expenses 485,841. Fundraising expenses 0. Total expenses 601,006.