2017-07-11T16:47:54-05:00 2016-12-31 840795096 DALBY WENDLAND & CO PC P O BOX 430 GRAND JUNCTION CO 81502 990 2016-01-01 841207388 HopeWest HOPE 9702412212 3090 North 12th Street Unit B Grand Junction CO 81506 CHRISTY WHITNEY President/CEO 9702412212 2017-06-29 1 Sabrina J Hoyt CPA P00855363 9702431921 198.61.240.254 2017-06-29 14:23:33 MD P DC81403CDAA80A002E95910D9034354D8690A653 62E3CEB8E2EEF718D4FAE93113233F62279CC31D 2016 2021-01-29 14:40:06Z Christy Whitney 3090 North 12th Street Unit B Grand Junction CO 81506 37913780 0 X WWW.HOPEWESTCO.ORG X 1993 CO Profoundly changing how our community experiences serious illness,aging&grief,a family at a time 19 18 406 1300 66108 -45501 2483994 2515503 31835747 32725028 14753 22317 1699710 1824576 36034204 37087424 0 0 0 0 22431050 22595388 0 0 690493 13758313 14264215 36189363 36859603 -155159 227821 24485532 24055424 7139963 6482034 17345569 17573390 X HopeWest is a community-based organization that provides medical, emotional, psychosocial and bereavement support for people with serious illness and for their families. The comprehensive, expert and collaborative care profoundly changes each family's experience. 0 0 25596473 32622408 Hospice Services - Hospice services focus on alleviating symptoms, relieving pain and making patients comfortable wherever they are - home, hospital, nursing home, assisted living facility or the HopeWest Hospice Care Center. More than 1,800 hospice patients were cared for in 2016. The generous support of the Western Slope allows us to meet the needs of our community. 1472119 141535 In 2016: Grief Support Services-538 grieving adults found comfort through community support groups, individual counseling and small groups. Support services are also via monthly newsletters and phone calls. HopeWest Kids was there for more than 600 kids coping with the loss of a loved one thru programs like family-centered grief groups, Healing with Horses, school grief groups, summer camps, art therapy and much more. Palliative Care Services- 433 patients were served in our palliative care program, which provides inter disciplinary care focused on symptom relief and setting goals with each individual patient and family to assure the last part of a person's life is enriched, meaningful and comfortable. This program serves those with a life threatening illness, who do not qualify for hospice. 1901332 1736551 Retail Outlets - These businesses provide the communities we serve with a gathering place where they can get to know our organization and find support while coping with serious illness and grief. Heirlooms for Hospice, our three upscale resale shops, feature treasures donated by the community. The families of those HopeWest has served find comfort knowing that the treasures they donate to Heirlooms not only helps support HopeWest, but also bring joy to the neighbor who purchases them. Many volunteers in the stores find grief support in the work they do. Spoons bistro & bakery, our full service restaurant, and the Artful Cup, our coffee house and gift shop, are places known in the community as wholesome gathering spots for receiving information and support. 527413 Volunteer Services - People with a passion for helping others make our work possible. 1,300 volunteers gave more than 81,000 hours of time in 2016, adding a value of 39 full time equivalents (FTEs). Gifts of time are as unique as those who contribute. Volunteers change our world by holding the hands of patients in need, providing art and music therapy to patients, supporting kids coping with grief, providing spiritual care, welcoming visitors, beautifying our gardens, creating a one-of-a-kind shopping experience at Heirlooms for Hospice, making our fundraising events special, baking cakes for patients' special celebrations and so much more. 527413 29497337 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 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 148 0 1 406 1 1 1 0 0 0 0 1 1 0 0 0 1 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 CHRISTY WHITNEY PRESIDENT/CEO/BOARD MEMBER 50.00 X X 432611 0 12088 MELODY BELLCAMPTON BOARD MEMBER 2.00 X 0 0 0 CHRIS LAUNER CHAIR/BOARD MEMBER 6.00 X X 0 0 0 GREGORY REICKS DO BOARD MEMBER 2.00 X 0 0 0 DREW MAYER SECRETARY/BOARD MEMBER 6.00 X X 0 0 0 PETER JOUFLAS BOARD MEMBER 2.00 X 0 0 0 CHRIS THOMAS BOARD MEMBER 2.00 X 0 0 0 BETH COSTELLO VICE-CHAIR/BOARD MEMBER 6.00 X X 0 0 0 TOM SAWYER BOARD MEMBER 2.00 X 0 0 0 LES ZETMEIR BOARD MEMBER 2.00 X 0 0 0 SUE CONRY BOARD MEMBER 2.00 X 0 0 0 MIKE LEFEBRE BOARD MEMBER 2.00 X 0 0 0 JOE BREMAN BOARD MEMBER 2.00 X 0 0 0 LAUREL WALTERS BOARD MEMBER 2.00 X 0 0 0 BARBARA SEELYE BOARD MEMBER 2.00 X 0 0 0 HELEN LOVE BOARD MEMBER 2.00 X 0 0 0 BRIAN DAVIDSON BOARD MEMBER 2.00 X 0 0 0 MARK FRANCIS BOARD MEMBER 2.00 X 0 0 0 TODD YOUNG BOARD MEMBER 2.00 X 0 0 0 SARAH WALSH CFO/SENIOR VP OF FINANCE & 50.00 X 170695 0 20137 TERRI WALTER SENIOR VP/CHIEF OPERATING OFFICER 60.00 X 181585 0 10188 KERRI MOSINSKI SENIOR VP 60.00 X 203706 0 25113 DEBRA HORWITZ VICE PRESIDENT, CHIEF DEVELOPMENT OFFICER 65.00 X 125896 0 24777 CRYSTAL OWENS MD HOSPICE PHYSICIAN 55.00 X 228785 0 16453 SUSAN BEVAN VICE PRESIDENT OF CLINICAL SERVICES 60.00 X 119828 0 23631 HEIDI MARLIN HOSPICE PHYSICIAN 43.00 X 148431 0 1000 1611537 0 133387 13 0 1 0 Sodexo Inc & Affiliates Dept 880328 Los Angeles CA 900880328 Restaurant Management 1129511 FCI Constructors 3070 I-70 B BUILDING A Grand Junction CO 81506 Construction 379399 Marquez Construction Company PO Box 1821 Grand Junction CO 81502 Construction 282253 Blythe Group & Company 622 Rood Ave Grand Junction CO 81501 Architectural Design 118517 4 51240 870025 1594238 21945 2515503 Hospice Palliative Car 621610 32725028 32725028 32725028 22317 22317 365850 870025 382848 -16998 -16998 2246167 443508 1802659 1736551 66108 Other revenue 900099 38915 38915 38915 37087424 34500494 66108 5319 X 827304 827304 17546496 14619608 2485679 441209 227800 191802 29766 6232 2681223 2256372 358482 66369 1312565 1105336 171314 35915 159598 154907 4691 11613 304 11309 211867 211867 6036016 5909618 126398 155953 59078 50140 46735 542943 347754 195189 106735 5804 100931 694720 561663 131840 1217 147016 70506 62612 13898 89940 44970 44970 948201 255871 687332 4998 143857 10652 133205 Medical Supplies and Dr 3362728 3362728 Dues and Subscriptions 515373 101396 394259 19718 Repairs, Maintenance, a 290942 161730 129212 Telephone / Utilities 218219 170628 42338 5253 628494 261517 322719 44258 36859603 29497337 6671773 690493 2504514 2205659 1467792 1469973 154712 31460 3620206 3566252 58568 56815 284591 328023 23374758 7129649 16258313 16245109 136836 152133 24485532 24055424 3560384 3418515 139627 61025 3359061 2923775 80891 78719 7139963 6482034 X 6934882 7622200 10387050 9927553 23637 23637 17345569 17573390 24485532 24055424 227821 0 X 0 1 X 1 0 X 1829586 3608461 2725695 2483994 2515503 13163239 31753944 30525822 34007340 34349939 35375960 166013005 33583530 34134283 36733035 36833933 37891463 179176244 5000 71337 52476 80251 58724 267788 297696 297696 5000 369033 52476 80251 58724 565484 178610760 16668 16848 32908 14753 22317 103494 16668 16848 32908 14753 22317 103494 33600198 34151131 36765943 36848686 37913780 179279738 0.99630 0.99630 0.00060 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 60885 0 6033 719 66199 52306 11000 -1722 699 60885 47590 3200 2195 680 52306 42892 5366 668 47590 39699 3817 624 42892 0.00000 0.42300 0.57700 1 0 3117314 3117314 12492363 2461415 10030948 2385574 1246673 1138901 4605874 3421561 1184313 773633 773633 16245109 ANNUITY PAYABLE 78719 78719 37493016 17825 387767 405592 37087424 0 37087424 37265195 17825 387767 405592 36859603 0 36859603 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 387,767. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 387,767. 0 0 0 0 0 0 0 0 0 0 Sub-Saharan Africa Hospice Support of Sister Hospice 6900 check Sub-Saharan Africa Hospice Support of Sister Hospice 10000 check 2 0 0 0 0 0 0 0 BLACK TIE & BOOTS 411820 299976 111844 7140 37266 13983 75597 FASHION SHOW 302691 233403 69288 7289 15896 1000 59622 7 521364 336646 184718 10330 59143 12721 82861 1235875 870025 365850 24759 112305 27704 218080 382848 -16998 1 X X X X X 0 1 0 0 0 0 0 0 0 CHRISTY WHITNEY PRESIDENT/CEO/BOARD MEMBER 265576 0 156560 0 10475 0 1000 0 11088 0 444699 0 0 0 SARAH WALSH CFO/SENIOR VP OF FINANCE & 140069 0 30626 0 0 0 1000 0 19137 0 190832 0 0 0 TERRI WALTER SENIOR VP/CHIEF OPERATING OFFICER 148084 0 30626 0 2875 0 1000 0 9188 0 191773 0 0 0 KERRI MOSINSKI SENIOR VP 138080 0 65626 0 0 0 1000 0 24113 0 228819 0 0 0 DEBRA HORWITZ VICE PRESIDENT, CHIEF DEVELOPMENT OF 95396 0 30500 0 0 0 1000 0 23777 0 150673 0 0 0 CRYSTAL OWENS MD HOSPICE PHYSICIAN 228285 0 500 0 0 0 1000 0 15453 0 245238 0 0 0 SCHEDULE J, PART 1, LINE 4B Christy Whitney participated in a 457 retirement plan and had contributions of $10,475 for this plan. A Mesa County Colorado 846000783 2015-09-24 4739198 Refunding of prior bond issued in 2007 for construction of Care Center 0 0 0 A 3455448 2008 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 Melissa Calkins Daughter of CEO 50070 Employee Compensation - Clinical Quality Analyst reporting to Vice President of Clinical Services 0 Jon Brad Calkins Son-in-Law of CEO 31532 Employee Compensation - Security Guard/Program Informatics Data Entry reporting to Director of Program Informatics 0 X 4 9505 Market Value X 4 6718 Market Value X Supplies 7 3897 Market Value X TRAINING MEMBERSHIPS 2 1825 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 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 5,909,618. Management and general expenses 126,398. Fundraising expenses 0. Total expenses 6,036,016.