2018-08-30T13:03:12-05:00 2017-12-31 840795096 DALBY WENDLAND & CO PC P O BOX 430 GRAND JUNCTION CO 81502 990 2017-01-01 841207388 HopeWest HOPE 9702412212 3090 North 12th Street Unit B Grand Junction CO 81506 CHRISTY WHITNEY President/CEO 9702412212 2018-08-23 1 Sabrina J Hoyt CPA P00855363 9702431921 2017 2022-09-23 18:48:47Z Christy Whitney 3090 North 12th Street Unit B Grand Junction CO 81506 44134277 0 X WWW.HOPEWESTCO.ORG X 1993 CO Profoundly changing how our community experiences serious illness,aging&grief,a family at a time 19 18 438 1184 113888 -16582 2515503 7710239 32725028 33383768 22317 29722 1824576 1967634 37087424 43091363 0 0 0 0 22595388 24623198 0 0 1203449 14264215 14582322 36859603 39205520 227821 3885843 24055424 31491109 6482034 10031876 17573390 21459233 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 26729935 33287498 Hospice is focused on care for patients and their loved ones wherever the patient may reside: home, nursing home, assisted living residence. Serving more than 1750 patients in 2017, more than 600 received acute care at our Hospice Care Center. Due to the generosity of our donors, no one was turned away due to inability to pay or complex social needs. Caregivers include hospice nurses and physicians specializing in hospice care and volunteer support at a rate of more than 3 times that required by Medicare. A $12 million capital campaign for expansion of senior services began in 2017, reflected in the $3.8 million revenue over expenses. Income from operations was $416,000.The most significant salary increase in 2017 was due to the number of physicians hired and nursing shortage salary requirements. 1505101 131061 Grief education and support for adults (482 in 2017) is provided through groups, individual counseling and other activities such as memorial services several times a year. In addition, our counselors respond to work places or schools with crises that arise. HopeWest Kids is the grief program for children that provides support in every school in our area, equine therapy, 3 camps, art therapy and more to more than 600 children a year. Our palliative care program has three programs consisting of Living with Cancer, Transitions and Journeys for patients who need our expertise but do not qualify for hospice insurance benefits. These programs provided care to 405 patients with the support of volunteers, physicians, nurses, social workers and chaplains. 1970755 1855301 Retail Outlets-Businesses providing our communities with a gathering place where they get to know us and find support while coping with serious illness and grief. Heirlooms for Hospice, three upscale resale shops, feature treasures donated by the community. Families of those HopeWest has served find comfort knowing the treasures they donate help support HopeWest, and also bring joy to the neighbor who purchases them. Many volunteers in the stores find grief support through their work. Spoons Bistro and Bakery, (full-service restaurant), and the Artful 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 for receiving information and support. 546034 Volunteer Services - People with a passion for helping others make our work possible. 1,184 volunteers gave more than 81,000 hours of time in 2017, 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.Future Services: The organization spent 2017 readying for an expansion into PACE (Program of All-inclusive Care of the Elderly), and a unique program for seniors called The Center for Living your Best (The CLUB). In order to achieve this expansion, a capital campaign was launched and money was borrowed to finance the building space. 546034 30751825 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 1 165 0 1 438 1 1 1 0 0 0 0 1 1 0 0 0 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 317047 0 11419 CHRIS LAUNER CHAIR/BOARD MEMBER 6.00 X X 0 0 0 DREW MAYER SECRETARY/BOARD MEMBER 6.00 X X 0 0 0 BETH COSTELLO VICE-CHAIR/BOARD MEMBER 6.00 X X 0 0 0 MELODY BELLCAMPTON BOARD MEMBER 2.00 X 0 0 0 JOE BREMAN BOARD MEMBER 2.00 X 0 0 0 SUE CONRY 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 PETER JOUFLAS BOARD MEMBER 2.00 X 0 0 0 MIKE LEFEBRE BOARD MEMBER 2.00 X 0 0 0 Kenneth Leis BOARD MEMBER 2.00 X 0 0 0 Dr Donald Nicolay BOARD MEMBER 2.00 X 0 0 0 GREGORY REICKS DO BOARD MEMBER 2.00 X 0 0 0 TOM SAWYER BOARD MEMBER 2.00 X 0 0 0 BARBARA SEELYE BOARD MEMBER 2.00 X 0 0 0 LAUREL WALTERS BOARD MEMBER 2.00 X 0 0 0 TODD YOUNG BOARD MEMBER 2.00 X 0 0 0 LES ZETMEIR BOARD MEMBER 2.00 X 0 0 0 SARAH WALSH CFO/SENIOR VP OF FINANCE & 50.00 X 203844 0 12599 TERRI WALTER SENIOR VP/CHIEF OPERATING 60.00 X 206304 0 10070 Katherine O'Shea Capital Campaign Counsel 60.00 X 304815 0 2112 Katherine Ellissa Tiller VP of Medical Affairs 45.00 X 222990 0 26281 CRYSTAL OWENS MD HOSPICE PHYSICIAN 45.00 X 206735 0 16716 Caroline Dorman HOSPICE PHYSICIAN 40.00 X 179032 0 24289 KERRI MOSINSKI SENIOR VP 60.00 X 165506 0 26092 1806273 0 129578 8 0 1 0 Sodexo Inc & Affiliates Dept 880328 Los Angeles CA 900880328 Restaurant Management 1206430 Blythe Group & Company 622 Rood Ave Grand Junction CO 81501 Architectural Design 236543 Marquez Construction Company PO Box 1821 Grand Junction CO 81502 Construction 205826 FCI Constructors 3070 I-70 B BUILDING A Grand Junction CO 81504 Construction 114920 4 49590 883356 6777293 1271734 7710239 Hospice Palliative Car 621610 33383768 33383768 33383768 29722 29722 207455 146757 60698 60698 60698 396144 883356 432490 -36346 -36346 2372158 463667 1908491 1855301 53190 Other revenue 900099 34791 34791 34791 43091363 35273860 113888 -6624 X 761284 761284 19312106 15733600 2777106 801400 237108 196392 35816 4900 2910196 2410264 404312 95620 1402504 1160763 212779 28962 100630 75054 25576 11714 3808 7906 194999 194999 6007782 5832835 174947 188004 99502 36886 51616 546523 338486 208037 236728 7679 229049 775923 562803 210357 2763 132612 68354 58943 5315 209484 61791 147693 1034211 254309 770632 9270 185200 11255 173945 Medical Supplies and Dr 3331690 3331690 Dues and Subscriptions 562626 112161 420096 30369 Repairs, Maintenance, a 348117 156829 191288 Telephone / Utilities 218268 171622 42336 4310 497811 237682 116781 143348 39205520 30751825 7250246 1203449 2205659 3130011 1469973 1060917 31460 2146868 3566252 3149029 56815 51577 328023 229134 29371935 8080214 16245109 21291721 152133 431852 24055424 31491109 3418515 4189931 61025 64276 2923775 5706411 78719 71258 6482034 10031876 X 7622200 8038293 9927553 13397303 23637 23637 17573390 21459233 24055424 31491109 3885843 0 X 0 1 X 1 0 X 3608461 2725695 2483994 2515503 7710239 19043892 30525822 34007340 34349939 35375960 36186861 170445922 34134283 36733035 36833933 37891463 43897100 189489814 71337 52476 80251 58724 920709 1183497 297696 297696 369033 52476 80251 58724 920709 1481193 188008621 16848 32908 14753 22317 29722 116548 16848 32908 14753 22317 29722 116548 60698 60698 34151131 36765943 36848686 37913780 43987520 189667060 0.99130 0.99630 0.00060 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 66199 10210 801 75608 60885 6033 719 66199 52306 11000 -1722 699 60885 47590 3200 2195 680 52306 42892 5366 668 47590 0.42100 0.57900 1 0 3972402 3972402 16708006 2900102 13807904 3253831 1447323 1806508 4743237 3732789 1010448 694459 694459 21291721 ANNUITY PAYABLE 71258 71258 43738941 85593 561985 647578 43091363 0 43091363 39853098 85593 561985 647578 39205520 0 39205520 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 415,228. RENTAL EXPENSES 146,757. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 415,228. RENTAL EXPENSES 146,757. 0 0 0 0 0 0 0 0 0 0 Sub-Saharan Africa Hospice Support of Sister Hospice 8500 check 1 0 0 0 0 0 0 0 BLACK TIE & BOOTS 434647 298807 135840 7256 46885 7383 88890 FASHION SHOW 259235 197327 61908 6719 15469 1300 57174 7 585618 387222 198396 13926 58756 10751 117981 1279500 883356 396144 27901 121110 19434 264045 432490 -36346 1 X X X X X 0 1 0 0 0 0 0 0 0 CHRISTY WHITNEY PRESIDENT/CEO/BOARD MEMBER 306572 0 0 0 10475 0 1000 0 10419 0 328466 0 0 0 SARAH WALSH CFO/SENIOR VP OF FINANCE & 168544 0 35300 0 0 0 1000 0 11599 0 216443 0 0 0 TERRI WALTER SENIOR VP/CHIEF OPERATING 171004 0 35300 0 0 0 1000 0 9070 0 216374 0 0 0 Katherine O'Shea Capital Campaign Counsel 304515 0 300 0 0 0 1000 0 1112 0 306927 0 0 0 Katherine Ellissa Tiller VP of Medical Affairs 213694 0 300 0 8996 0 1000 0 25281 0 249271 0 0 0 CRYSTAL OWENS MD HOSPICE PHYSICIAN 206435 0 300 0 0 0 1000 0 15716 0 223451 0 0 0 Caroline Dorman HOSPICE PHYSICIAN 178732 0 300 0 0 0 1000 0 23289 0 203321 0 0 0 KERRI MOSINSKI SENIOR VP 161879 0 300 0 3327 0 1000 0 25092 0 191598 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. Melissa Calkins Daughter of CEO 55518 Employee Compensation - Director of Clinical Quality reporting to Vice President of Clinical Services 0 Jon Brad Calkins Son-in-Law of CEO 30952 Employee Compensation - Security Guard/Program Informatics Data Entry reporting to Director of Program Informatics 0 X 9 68922 Market Value X 1 1200000 Market Value X 2 610 Market Value X Supplies 7 2202 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 5,832,835. Management and general expenses 174,947. Fundraising expenses 0. Total expenses 6,007,782.