2021-10-13T14:16:42-05:00 2020-12-31 840795096 DALBY WENDLAND & CO PC P O BOX 430 GRAND JUNCTION CO 81502 990 2020-01-01 841207388 HopeWest HOPE 9702412212 3090 North 12th Street Unit B Grand Junction CO 81506 CHRISTY WHITNEY BORCHARD President/CEO 9702412212 2021-10-05 1 CHRISTY WHITNEY BORCHARD 999009999 Sabrina J Hoyt CPA P00855363 9702431921 2021-10-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Christy Whitney Borchard 3090 North 12th Street Unit B Grand Junction CO 81506 45904177 0 X WWW.HOPEWESTCO.ORG X 1993 CO Profoundly changing how our community experiences serious illness,aging & grief,a family at a time 19 18 476 937 41773 0 5031642 4007827 35292242 39287294 43000 20778 2261011 1969195 42627895 45285094 0 0 0 0 26896917 29426946 0 0 866198 14202723 15725171 41099640 45152117 1528255 132977 36895556 45193189 14101304 22265960 22794252 22927229 X HopeWest is a community-based, "safety net organization providing a variety of programs all focused on profoundly changing the community's experience with aging, illness and grief-one family at a time. 0 0 28350845 34577197 Community-based hospice care is our largest program, caring for more than 500 patients & their families every day (1,933 in 2020) from Ouray to Rio Blanco county across more than 10,000 sq. miles through 5 program offices. Our patients are served by an expert interdisciplinary team including palliative medicine certified physicians and advance practice nurses. More than 900 volunteers support our patients. Philanthropy is critical to assure no one is turned away due to lack of insurance or complex social needs. It makes hospice possible in frontier communities that would otherwise not be served. HopeWest boasts more than 3 x the national required volunteer hours and has been recognized for its top-quality ratings nationally. 4466711 4450194 More than 500 Hospice patients came from other settings to receive expert acute hospice care at our 13-bed care center rather than hospitalization when their symptoms could not be managed at home. The Ferris Care Center provides short-term care in a comfortable, home-like environment for patients and their families in the most difficult times. Our approach to care includes comprehensive physical, emotional, social, and spiritual support for the patient and their family. The Center is staffed with 8 hours of physician time each day and families are supported by a full-time chaplain and family support worker. The Center sits on a 4-acre campus with beautiful grounds maintained by volunteers. 1723650 259903 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 (over 300 served in 2020); HopeWest Kids provides grief support to children ages 3-19 thru school groups, equine therapy, grief camps, and art therapy (615 children served in 2020); 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 (562 patients in 2020). 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. 3145669 1808907 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. 937 volunteers gave more than 48,000 hours of time in2020, adding a value of 23 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. CLUB services were greatly reduced in 2020 due to COVID-19 restrictions. 3145669 1808907 37686875 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 1 135 0 1 476 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 1 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 MIKE ANTONUCCI BOARD MEMBER 2.00 X 0 0 0 KENNETH G LEIS 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 LORI DEAN 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 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 434052 0 20736 SARAH WALSH CFO/SENIOR VP 75.00 X 208718 0 6176 GEORGIA ROCK EXECUTIVE VP OF CLINICAL S 75.00 X 230541 0 13076 TERRI WALTER CHIEF ADMIN OFFICER/SENIOR 75.00 X 217964 0 10306 KATHERINE ELLISSA TILLER MD HOSPICE MEDICAL DIRECTOR/SENIOR VP 50.00 X 233861 0 32733 SHANNON KEEL MD CLINICAL MEDICAL DIRECTOR 50.00 X 222301 0 24071 DENISE BURNETT MD HOSPICE PHYSICIAN 40.00 X 205515 0 19935 SHERMAN STRAW MD HOSPICE PHYSICIAN 40.00 X 200621 0 17185 1953573 0 144218 21 0 1 0 FCI Constructors PO Box 1767 Grand Junction CO 81502 Construction 3278628 Sodexo Inc & Affiliates 500 Ross St 154-0455 Pittsburgh PA 152620001 Restaurant Management 1310368 Analytics Medical Professionals LLC c/o PRN Funding PO Box 637924 Cincinnati OH 452637924 Contract Nursing 197207 Grand Valley Security LLC 3165 B 1/2 Road Grand Junction CO 81503 Security Services 121299 4 56931 643412 3307484 15168 4007827 Hospice Palliative Car 621610 39287294 39287294 39287294 20778 20778 308154 643412 189639 118515 118515 2262664 429444 1833220 1791447 41773 Other revenue 900099 17460 17460 17460 45285094 41096201 41773 139293 X 913298 913298 23655583 19898145 3139804 617634 230389 218498 8597 3294 2984239 2820249 99438 64552 1643437 1556590 63383 23464 46439 45031 1408 46347 23319 23028 240195 240195 7024739 6902674 122065 142982 64836 34913 43233 684308 578870 105398 40 93094 9727 83367 529930 385896 139377 4657 37765 9760 25953 2052 475086 290104 184982 1209746 694766 512092 2888 195633 9373 186260 Medical Supplies and Dr 3392761 3392761 Dues and Subscriptions 429115 132927 272915 23273 Repairs, Maintenance, a 353670 212900 140770 Miscellaneous 284990 232707 19653 32630 538371 252773 238525 47073 45152117 37686875 6599044 866198 853928 6780869 742121 937613 2130185 1300054 4942291 4670501 60843 69776 257485 371767 40885744 11138543 27419249 29747201 489454 1315408 36895556 45193189 4180759 4981964 169451 84166 9683717 11610622 67377 5589208 14101304 22265960 X 15644932 15882204 7149320 7045025 22794252 22927229 36895556 45193189 132977 0 X X 0 1 X 1 0 X 2515503 7710239 4188893 5031642 4007827 23454104 35375960 36186861 33699084 38526331 41875571 185663807 37891463 43897100 37887977 43557973 45883398 209117911 53024 920709 189222 58838 79434 1301227 0 53024 920709 189222 58838 79434 1301227 207816684 22317 29722 15477 43000 20778 131294 22317 29722 15477 43000 20778 131294 60698 2915 63613 37913780 43987520 37906369 43600973 45904176 209312818 0.99290 0.99260 0.00060 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 82421 9668 864 91225 68615 14651 845 82421 75608 -6125 868 68615 66199 10210 801 75608 60885 6033 719 66199 0.42500 0.57500 1 0 3972402 3972402 26247016 3928357 22318659 3445420 2308161 1137259 6937548 4902025 2035523 283358 283358 29747201 ANNUITY PAYABLE 69419 PROVIDER RELIEF FUNDS REFUNDABLE ADVANCE 1078289 PAYCHECK PROTECTION PROGRAM REFUNDABLE ADVANCE 4441500 5589208 45794102 100384 408624 509008 45285094 0 45285094 45661125 100384 408624 509008 45152117 0 45152117 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 408,624. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 408,624. 0 0 0 0 0 0 0 0 0 0 Sub-Saharan Africa Hospice support of sister hospice.Hospice Support of Sister Hospice 7500 check Cash 1 0 0 0 0 0 0 0 Part III Accounting Method: BLACK TIE & BOOTS 363283 256990 106293 9360 39500 7250 45627 FASHION SHOW 149533 145085 4448 15912 10 438750 241337 197413 15959 19541 7250 29240 951566 643412 308154 25319 59041 14500 90779 189639 118515 1 X X X X X 0 0 0 0 0 0 0 0 0 CHRISTY WHITNEY BORCHARD PRESIDENT/CEO/BOARD MEMBER 309751 0 88277 0 36024 0 1000 0 19736 0 454788 0 0 0 SARAH WALSH CFO/SENIOR VP 168368 0 40350 0 0 0 1000 0 5176 0 214894 0 0 0 GEORGIA ROCK EXECUTIVE VP OF CLINICAL S 190191 0 40350 0 0 0 1000 0 12076 0 243617 0 0 0 TERRI WALTER CHIEF ADMIN OFFICER/SENIOR 170960 0 40350 0 6654 0 1000 0 9306 0 228270 0 0 0 KATHERINE ELLISSA TILLER MD HOSPICE MEDICAL DIRECTOR/SENIOR VP 221491 0 350 0 12020 0 1000 0 31733 0 266594 0 0 0 SHANNON KEEL MD CLINICAL MEDICAL DIRECTOR 221951 0 350 0 0 0 1000 0 23071 0 246372 0 0 0 DENISE BURNETT MD HOSPICE PHYSICIAN 205165 0 350 0 0 0 0 0 19935 0 225450 0 0 0 SHERMAN STRAW MD HOSPICE PHYSICIAN 200271 0 350 0 0 0 0 0 17185 0 217806 0 0 0 Melissa Calkins Daughter of CEO 76336 Employee Compensation - Director of Clinical Quality reporting to Vice President of Clinical Services 0 Jon Brad Calkins Son-in-Law of CEO 53795 Employee Compensation - HCC Security Guard/Prog Info Data Entry reporting to Facilities Director 0 Ashley Whitney Daughter of CEO 122550 Employee Compensation - Senior Director of Ferris Care Center & NP reporting to Executive VP of Clinical Services 0 X 2 6218 Market Value X Furnishings 6 6675 Market Value X Supplies 2 2275 Market Value 0 1 0 Form 990, Part VI, Section A, line 4 Bylaws were amended and restated in 2020. 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 6,902,674. Management and general expenses 122,065. Fundraising expenses 0. Total expenses 7,024,739. FORM 990 PART XII, LINE 2C The process has not changed from the prior year.