2020-11-10T14:47:47-06:00 2019-12-31 840795096 DALBY WENDLAND & CO PC P O BOX 430 GRAND JUNCTION CO 81502 990 2019-01-01 841207388 HopeWest HOPE 9702412212 3090 North 12th Street Unit B Grand Junction CO 81506 CHRISTY WHITNEY President/CEO 9702412212 2020-10-30 1 Sabrina J Hoyt CPA P00855363 9702431921 64.88.174.3 2020-10-30 11:58:50 MD P 770E9615B97E8E513104CF7505F251E5E610C99D 62C1466838E2608E30ED8B202E26198CD96E6D7E 2019 2021-01-29 14:40:06Z Christy Whitney 3090 North 12th Street Unit B Grand Junction CO 81506 43604273 0 X WWW.HOPEWESTCO.ORG X 1993 CO Profoundly changing how our community experiences serious illness,aging & grief,a family at a time 18 17 454 1246 60539 0 4188893 5031642 30733699 35292242 15477 43000 2040272 2261011 36978341 42627895 0 0 0 0 24740653 26896917 0 0 938014 12430924 14202723 37171577 41099640 -193236 1528255 30997654 36895556 9731657 14101304 21265997 22794252 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 24996582 31473382 Community-based hospice care is our largest program, caring for more than 500 patients & their families every day (1800 in 2019) 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 1000 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. 4092260 3702256 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 cold 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. 1473727 116604 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 500 served in 2019); HopeWest Kids provides grief support to children ages 3-19 thru school groups, equine therapy, grief camps, and art therapy (759 children served in 2019); 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 (377 patients in 2019). The programs, provided free or on a sliding scale, are a safety net for the most vulnerable in our community. Our Center for Living Your Best was opened in 2019 focusing on wellness programs for aging individuals. 3247150 2121247 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. 1,246 volunteers gave more than 81,000 hours of time in2019, adding a value of 39 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.The CLUB - The CLUB is a new HopeWest program offered at the Centerfor Living Your Best. It is a program designed to facilitate seniors' access to services and facilities in order to achieve their goals of living their best. The CLUB includes a variety of amenities designed to provide social support as well as other services including a hair salon (The Curling Iron), barbershop (Whiskers), transportation, a variety of classes including arts & crafts as well as other activities designed to help keep seniors active and engaged in the community. 3247150 2121247 33809719 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 1 153 0 1 454 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 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 NONI BACON BOARD MEMBER 2.00 X 0 0 0 SUE CONRY BOARD MEMBER 2.00 X 0 0 0 BRAD FELDHAUS BOARD MEMBER 2.00 X 0 0 0 MICHAEL LEFEBRE BOARD MEMBER 2.00 X 0 0 0 MELODY BELLCAMPTON BOARD MEMBER 2.00 X 0 0 0 BETH COSTELLO BOARD MEMBER 2.00 X 0 0 0 MARK FRANCIS BOARD MEMBER 2.00 X 0 0 0 KENNETH G LEIS 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 MARTIE EDWARDS 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 CHAIR/BOARD MEMBER 6.00 X X 0 0 0 PETER JOUFLAS VICE-CHAIR/BOARD MEMBER 6.00 X X 0 0 0 DR DONALD NICOLAY SECRETARY/BOARD MEMBER 6.00 X X 0 0 0 CHRISTY WHITNEY BORCHARD PRESIDENT/CEO/BOARD MEMBER 70.00 X 332950 0 21683 SARAH WALSH CFO/SENIOR VP 60.00 X 174231 0 14120 GEORGIA ROCK EXECUTIVE VP OF CLINICAL SERVICES 60.00 X 180993 0 13629 TERRI WALTER CHIEF ADMIN OFFICER/SENIOR VP 60.00 X 177839 0 10860 KATHERINE ELLISSA TILLER SENIOR VP/HOSPICE MEDIAL DIRECTOR 45.00 X 233835 0 32450 SHANNON KEEL MD CLINICAL MEDICAL DIRECTOR 45.00 X 222176 0 20569 KATHERINE O'SHEA CAPITAL CAMPAIGN COUNSEL 24.00 X 150412 0 3157 HEIDI MARLIN MD HOSPICE PHYSICIAL 32.00 X 157875 0 1250 1630311 0 117718 18 0 1 0 FCI Constructors PO Box 1767 Grand Junction CO 81502 Construction 5276183 Sodexo Inc & Affiliates 500 Ross St 154-0455 Pittsburgh PA 152620001 Restaurant Management 1393064 Blythe Group CO 622 Rood Ave Grand Junction CO 81501 Architectural Design 341189 Turning Point Healthcare Advisors 7535 E Hampden Ave Denver CO 80231 PACE Consultant 118891 4 53896 852710 4125036 720722 5031642 Hospice Palliative Car 621610 35292242 35292242 35292242 43000 43000 3300 3860 -560 -560 -560 502355 852710 423130 79225 79225 2688981 549388 2139593 2078494 61099 Other revenue 900099 42753 42753 42753 42627895 37413489 60539 122225 X 737605 737605 21545830 18168480 2752046 625304 230084 201140 25135 3809 2850720 2465410 320232 65078 1532678 1340466 166829 25383 112397 112192 205 65693 51194 14499 222543 222543 5935641 5848705 86936 165617 82328 32992 50297 636160 524109 112051 102277 8991 93286 483803 345810 133404 4589 118547 58969 51010 8568 403210 291082 112128 1022026 533640 478645 9741 183943 10966 172977 Medical Supplies and Dr 3027926 3027926 Repairs, Maintenance, a 385888 228987 152447 4454 Dues and Subscriptions 376445 109827 242708 23910 Miscellaneous 299057 254075 21706 23276 661550 257614 310536 93400 41099640 33809719 6351907 938014 1251172 853928 862601 742121 1795484 2130185 3632344 4942291 59870 60843 259634 257485 37401503 9982254 21746976 27419249 1389573 489454 30997654 36895556 3588753 4180759 90697 169451 5988277 9683717 63930 67377 9731657 14101304 X 15956446 15644932 5309551 7149320 21265997 22794252 30997654 36895556 1528255 0 X X 0 1 X 1 0 X 2483994 2515503 7710239 4188893 5031642 21930271 34349939 35375960 36186861 33699084 38526331 178138175 36833933 37891463 43897100 37887977 43557973 200068446 67501 53024 920709 189222 58838 1289294 0 67501 53024 920709 189222 58838 1289294 198779152 14753 22317 29722 15477 43000 125269 14753 22317 29722 15477 43000 125269 60698 2915 0 63613 36848686 37913780 43987520 37906369 43600973 200257328 0.99260 0.99240 0.00060 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 68615 14651 845 82421 75608 -6125 868 68615 66199 10210 801 75608 60885 6033 719 66199 52306 11000 -1722 699 60885 0.42200 0.57800 1 0 3972402 3972402 22612674 3556069 19056605 3434544 1922911 1511633 6520070 4503274 2016796 861813 861813 27419249 ANNUITY PAYABLE 67377 67377 43248275 100829 519551 620380 42627895 0 42627895 41720020 100829 519551 620380 41099640 0 41099640 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 515,691. RENTAL EXPENSES 3,860. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 515,691. RENTAL EXPENSES 3,860. 0 0 0 0 0 0 0 0 0 0 Sub-Saharan Africa Hospice support of sister hospice.Hospice Support of Sister Hospice 10200 check Cash 1 0 0 0 0 0 0 0 Part III Accounting Method: BLACK TIE & BOOTS 361023 259550 101473 8421 45652 7500 62666 FASHION SHOW 288623 205938 82685 6950 19116 54944 8 705419 387222 318197 27682 68544 11103 110552 1355065 852710 502355 43053 133312 18603 228162 423130 79225 1 X X X X X 0 0 0 0 0 0 0 0 0 CHRISTY WHITNEY BORCHARD PRESIDENT/CEO/BOARD MEMBER 309051 0 0 0 23899 0 1000 0 20683 0 354633 0 0 0 SARAH WALSH CFO/SENIOR VP 167768 0 225 0 6238 0 1000 0 13120 0 188351 0 0 0 GEORGIA ROCK EXECUTIVE VP OF CLINICAL SERVICES 180768 0 225 0 0 0 1000 0 12629 0 194622 0 0 0 TERRI WALTER CHIEF ADMIN OFFICER/SENIOR VP 170960 0 225 0 6654 0 1000 0 9860 0 188699 0 0 0 KATHERINE ELLISSA TILLER SENIOR VP/HOSPICE MEDIAL DIRECTOR 221884 0 225 0 11726 0 1000 0 31450 0 266285 0 0 0 SHANNON KEEL MD CLINICAL MEDICAL DIRECTOR 221951 0 225 0 0 0 1000 0 19569 0 242745 0 0 0 KATHERINE O'SHEA CAPITAL CAMPAIGN COUNSEL 150187 0 225 0 0 0 1000 0 2157 0 153569 0 0 0 HEIDI MARLIN MD HOSPICE PHYSICIAL 157000 0 225 0 650 0 625 0 625 0 159125 0 0 0 Melissa Calkins Daughter of CEO 77915 Employee Compensation - Director of Clinical Quality reporting to Vice President of Clinical Services 0 Jon Brad Calkins Son-in-Law of CEO 47885 Employee Compensation - HCC Security Guard/Prog Info Data Entry reporting to Facilities Director 0 Ashley Whitney Daughter of CEO 120339 Employee Compensation - Senior Director of Ferris Care Center & NP reporting to Executive VP of Clinical Services 0 X 10 556836 Market Value X Furnishings 226 163401 Market Value X Supplies 2 485 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 5,848,705. Management and general expenses 86,936. Fundraising expenses 0. Total expenses 5,935,641. Form 990 Part XII, Line 2C The process has not changed from the prior year.