2022-07-08T10:15:15-05:00 2021-12-31 840795096 DALBY WENDLAND & CO PC P O BOX 430 GRAND JUNCTION CO 81502 990 2021-01-01 841207388 HopeWest HOPE 9702412212 3090 North 12th Street Unit B Grand Junction CO 81506 Cassandra Mitchell President & CEO 9702412212 2022-07-05 1 Cassandra Mitchell 999009999 Sabrina J Hoyt CPA P00855363 9702431921 2022-07-05 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Cassandra Mitchell 3090 North 12th Street Unit B Grand Junction CO 81506 50908914 0 X WWW.HOPEWESTCO.ORG X 1993 CO Profoundly changing how our community experiences serious illness,aging&grief,a family at a time 20 19 536 841 49171 0 4007827 10205918 39287294 37021787 20778 25795 1969195 2817121 45285094 50070621 0 0 0 0 29426946 33776446 0 0 785323 15725171 14601555 45152117 48378001 132977 1692620 45193189 42051481 22265960 17431632 22927229 24619849 X HopeWest is a community-owned organization dedicated to profoundlychanging how our communities experience aging, illness, and grief onefamily at a time, through creativity, philanthropy, and volunteerism. 0 0 28083622 32081161 Hospice is our largest program and expenditure, caring for morethan 450 patients & their families every day from Ourayto Rio Blanco county across more than 10,000 sq. miles through 5program offices. Patients are cared for by an expertinterdisciplinary team including palliative medicine certifiedphysicians and advance practice nurses. More than 800 volunteerssupport our patients. Philanthropy is critical to assure no one isturned away due to lack of insurance or complex social needs. It makeshospice possible in frontier communities that would otherwise not beserved. HopeWest boasts more than 3 x the national required volunteerhours and has been recognized for its top-quality ratings nationally. 4910762 4426680 More than 560 Hospice patients came from other settings to receiveexpert acute hospice care at our 13-bed care center rather thanhospitalization when their symptoms could not be managed at home. TheFerris Care Center provides short-term care in a comfortable, home-likeenvironment for patients and their families in the most difficulttimes. Our approach to care includes comprehensive physical, emotional,social, and spiritual support for the patient and their family. TheCenter is staffed with 8 hours of physician time each day and familiesare supported by a full-time chaplain and family support worker. TheCenter sits on a 4-acre campus with beautiful grounds maintained byvolunteers. 4069343 513946 Community Programs, the third largest area relies solely on fundraising to exist. The Center for Hope & Healing serves grieving adults with one on one counseling & support groups. HopeWest Kids provides grief support to children ages 3-19 thru school groups,equine therapy,grief camps, and art therapy (473 children served in 2021); and 3 Palliative Care Programs called Transitions, Living with Cancer and Journeys. These programs provide hospice like care for those who have no insurance coverage for the care needed as they do not have a six-month prognosis or want curative care (455 patients in 2021). The programs, provided free or on a sliding scale, are a safety net for the most vulnerable in our community. The Center for Living Your Best continues to develop wellness programs for aging individuals. 4000467 2700691 Retail Outlets-Businesses providing our communities with a gatheringplace where they get to know us and find support while coping withserious illness and grief. Heirlooms for Hospice, three upscale resaleshops, feature treasures donated by the community. Families of thoseHopeWest has served find comfort knowing the treasures they donate helpsupport HopeWest, and also bring joy to the neighbor who purchasesthem. Many volunteers in the stores find grief support through theirwork. Spoons Bistro and Bakery, (full-service restaurant), and theArtful Cup (coffee house and gift shop), located on our hospice campus,serve patients and families receiving care in the Hospice Care Center.They are places known in the community as wholesome gathering spots forreceiving information and support.Volunteer Services - People with a passion for helping others make ourwork possible. 841 volunteers gave more than 57,548 hours of time in2021, adding a value of 28 full time equivalents (FTEs). Gifts of timeare as unique as those who contribute. Volunteers change our world byholding the hands of patients in need, providing art and music therapyto patients, supporting kids coping with grief, providing spiritualcare, welcoming visitors, beautifying our gardens, creating aone-of-a-kind shopping experience at Heirlooms for Hospice, making ourfundraising events special, baking cakes for patients' specialcelebrations and so much more. 4000467 2700691 41064194 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 1 0 1 0 0 0 0 0 0 0 0 1 125 0 1 536 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 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 NONI BACON BOARD MEMBER 2.00 X 0 0 0 MARK FRANCIS BOARD MEMBER 2.00 X 0 0 0 CARTER BAIR BOARD MEMBER 2.00 X 0 0 0 BETH COSTELLO 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 LES ZETMEIR 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 PETER JOUFLAS CHAIR/BOARD MEMBER 6.00 X X 0 0 0 DR DONALD NICOLAY VICE-CHAIR/BOARD MEMBER 6.00 X X 0 0 0 MARTIE EDWARDS SECRETARY/BOARD MEMBER 6.00 X X 0 0 0 CHRISTY WHITNEY BORCHARD PRESIDENT/CEO/BOARD MEMBER 75.00 X 477673 0 18736 SARAH WALSH CFO/SENIOR VP 75.00 X 231684 0 3457 GEORGIA ROCK EXECUTIVE VP OF CLINICAL S 75.00 X 265891 0 13826 KATHERINE ELLISSA TILLER MD HOSPICE MEDICAL DIRECTOR/S 50.00 X 235975 0 32733 TERRI WALTER CHIEF ADMIN OFFICER/SENIOR 75.00 X 228708 0 11076 DEBRA HORWITZ SENIOR VP, CHIEF DEVELOPMENT OFFICER 50.00 X 204912 0 24473 DENISE BURNETT MD HOSPICE PHYSICIAN 40.00 X 206446 0 19935 SHERMAN STRAW MD HOSPICE PHYSICIAN 40.00 X 204021 0 18185 2055310 0 142421 23 0 1 0 Sodexo Inc & Affiliates Attn 360170 500 Ross St 154-0455 Pittsburgh PA 152620001 Restaurant Management 1724054 Accountable Healthcare Staffing Inc PO Box 732800 Dallas TX 753732800 Contract Nurses 222712 Tabula Rasa Healthcare 228 Strawbridge Dr Moorestown NJ 08057 Consulting 172125 Trusted Healthcare Inc PO Box 7775 San Francisco CA 941207775 Contract Nurses 150396 Core Medical Group 655 South Willow St Suite 128 Manchester NH 03103 Contract Nurses 121284 5 48276 609651 9547991 62850 10205918 Hospice Palliative Car 621610 37021787 37021787 37021787 25795 25795 266618 609651 199359 67259 67259 3355880 638934 2716946 2667775 49171 Other revenue 900099 32916 32916 32916 50070621 39722478 49171 93054 X 1011265 1011265 27159628 24117071 2505881 536676 245000 226103 16246 2651 3401662 3114054 253253 34355 1958891 1806460 131247 21184 88672 88093 579 142746 123498 19248 296445 296445 5114884 5011501 103383 171341 78032 39950 53359 712827 619956 92871 144320 11387 132933 558229 414635 142981 613 49345 13471 32175 3699 480278 349791 130487 1167208 619789 547419 220530 24673 195857 Medical Supplies and Dr 3302899 3302899 Dues and Subscriptions 676140 281283 373573 21284 Repairs, Maintenance, a 496131 314572 181559 Miscellaneous 336539 300404 5315 30820 643021 334615 228303 80103 48378001 41064194 6528484 785323 6780869 3884290 937613 938775 1300054 763723 4670501 5986721 69776 49151 371767 385654 41345487 12341386 29747201 29004101 1315408 1039066 45193189 42051481 4981964 5430655 84166 68100 11610622 11096595 5589208 836282 22265960 17431632 X 15882204 17460312 7045025 7159537 22927229 24619849 45193189 42051481 1692620 0 X X 0 1 X 1 1 1 X 7710239 4188893 5031642 4007827 10205918 31144519 36186861 33699084 38526331 41875571 40677201 190965048 43897100 37887977 43557973 45883398 50883119 222109567 920709 189222 58838 79434 76849 1325052 0 920709 189222 58838 79434 76849 1325052 220784515 29722 15477 43000 20778 25795 134772 29722 15477 43000 20778 25795 134772 60698 2915 63613 43987520 37906369 43600973 45904176 50908914 222307952 0.99310 0.99290 0.00060 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 91225 0 17450 1082 107593 82421 9668 864 91225 68615 14651 845 82421 75608 -6125 868 68615 66199 10210 801 75608 0.42200 0.57800 1 0 3972402 3972402 26603025 4298350 22304675 3458571 2718738 739833 7311489 5324298 1987191 29004101 ANNUITY PAYABLE 62910 PROVIDER RELIEF FUNDS REFUNDABLE ADVANCE 773372 836282 50723131 30121 622389 652510 50070621 0 50070621 49030511 30121 622389 652510 48378001 0 48378001 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 622,389. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 622,389. 0 0 0 0 0 0 0 0 0 0 Sub-Saharan Africa Hospice support of sister hospice.Hospice Support of Sister Hospice 6600 check 0 Cash 1 0 0 0 0 0 0 0 Part III Accounting Method: HOLIDAY FASHION SHOW 276641 184316 92325 6000 33913 37326 MONTROSE GALA 144160 83358 60802 1547 12667 900 17868 8 455468 341977 113491 18500 27663 1100 41875 876269 609651 266618 26047 74243 2000 97069 199359 67259 1 X X X X X 0 0 0 0 0 0 0 0 0 CHRISTY WHITNEY BORCHARD PRESIDENT/CEO/BOARD MEMBER 341014 0 90935 0 45724 0 1000 0 17736 0 496409 0 0 0 SARAH WALSH CFO/SENIOR VP 171087 0 50200 0 10397 0 1000 0 2457 0 235141 0 0 0 GEORGIA ROCK EXECUTIVE VP OF CLINICAL S 189441 0 50200 0 26250 0 1000 0 12826 0 279717 0 0 0 KATHERINE ELLISSA TILLER MD HOSPICE MEDICAL DIRECTOR/S 222775 0 200 0 13000 0 1000 0 31733 0 268708 0 0 0 TERRI WALTER CHIEF ADMIN OFFICER/SENIOR 170191 0 50200 0 8317 0 1000 0 10076 0 239784 0 0 0 DEBRA HORWITZ SENIOR VP, CHIEF DEVELOPMENT OFFICER 147020 0 30200 0 27692 0 1000 0 23473 0 229385 0 0 0 DENISE BURNETT MD HOSPICE PHYSICIAN 206246 0 200 0 0 0 0 0 19935 0 226381 0 0 0 SHERMAN STRAW MD HOSPICE PHYSICIAN 203821 0 200 0 0 0 1000 0 17185 0 222206 0 0 0 Melissa Calkins Daughter of CEO 76136 Employee Compensation - Senior Director of Hospice Clinical Quality reporting to Vice President of Clinical Services 0 Jon Brad Calkins Son-in-Law of CEO 51077 Employee Compensation - HCC Security Guard/Prog Info Data Entry reporting to Facilities Director 0 Ashley Whitney Daughter of CEO 121131 Employee Compensation - Vice President of Ferris Care Center reporting to Executive VP of Clinical Services 0 X 8 34730 Market Value X Furnishings 4 27495 Market Value X Supplies 2 625 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 5,011,501. Management and general expenses 103,383. Fundraising expenses 0. Total expenses 5,114,884. FORM 990 PART XII, LINE 2C The process has not changed from the prior year.