2024-04-10T08:56:56-05:00 2023-05-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-06-01 820324100 HEALTH WEST INC HEAL 2082327862 500 S 11TH AVENUE 400 POCATELLO ID 83201 PAUL L MORGAN CFO 2082327862 2024-04-06 1 PAUL MORGAN 999009999 0 KURT BENNION CPA P01469618 4252506100 2024-04-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MINDY STOSICH-BENEDETTI 500 S 11TH AVENUE 400 POCATELLO ID 83201 49994889 0 X WWW.HEALTHWESTINC.ORG X 1975 ID EMPOWERING OUR PATIENTS AND COMMUNITIES BY PROACTIVELY PROVIDING QUALITY, AFFORDABLE PATIENT-CENTERED HEALTHCARE. 10 10 226 12 0 0 10748384 12778972 20647625 22660627 215637 -484288 18537 78287 31630183 35033598 12203 9900 0 0 16718594 20108323 0 0 0 11920555 13132366 28651352 33250589 2978831 1783009 30608192 37025051 5462609 9498591 25145583 27526460 X EMPOWERING OUR PATIENTS AND COMMUNITIES BY PROACTIVELY PROVIDING QUALITY, AFFORADABLE PATIENT-CENTERED HEALTHCARE. 0 0 14375025 9900 10611936 FEDERALLY QUALIFIED HEALTH CENTER PROGRAM:HEALTH WEST PROVIDES PRIMARY HEALTH CARE, PEDIATRICIAN AND OB/GYN SERVICES IN DESIGNATED MEDICALLY UNDERSERVED AREAS. HEALTH WEST CURRENTLY HAS 11 COMMUNITY HEALTH CENTERS LOCATED IN IDAHO IN THE FOLLOWING TOWNS AND CITIES: ABERDEEN, AMERICAN FALLS, CHUBBUCK, DOWNEY, LAVA, PRESTON AND 5 IN POCATELLO. DURING THE FISCAL YEAR ENDED MAY 31, 2023, WE SERVED 16,333 PATIENTS IN 64,994 MEDICAL APPOINTMENTS. 4471154 0 7542721 PHARMACEUTICAL SERVICES:HEALTH WEST WORKS WITH LOCAL PHARMACIES THROUGH THE 340B DRUG DISCOUNT PROGRAM TO HELP GET PATIENT MEDICINES AT A LOWER COST. FOR THE FISCAL YEAR ENDED MAY 31, 2023, 25,764 PRESCRIPTIONS WERE FILLED THROUGH THE 340B PROGRAM. IN ADDITION, HEALTH WEST OFFERS PRESCRIPTION DRUG ASSISTANCE FOR PATIENTS WHO QUALIFY FOR FREE MEDICATIONS DIRECTLY FROM THE DRUG MANUFACTURERS IF THE MEDICINE DOESN'T COME IN GENERIC FORM. FOR THE FISCAL YEAR ENDED MAY 31, 2023, 4,505 PRESCRIPTIONS WERE FILLED ON A SLIDING FEE BASIS, SAVING THE PATIENTS $2,318,035 AND THE VALUE OF THE FREE MEDICATIONS RECEIVED BY HEALTH WEST PATIENTS WAS $1,594,559. HEALTH WEST ALSO PROVIDES MEDICATIONS RECONCILIATION, THERAPEUTIC MONITORING, WELLNESS PROMOTION, AND DISEASE PREVENTION. 3225195 0 3618880 BEHAVIORAL HEALTH SERVICES:HEALTH WEST PROVIDES BEHAVIORAL HEALTH SERVICES IN DESIGNATED MEDICALLY UNDERSERVED AREAS. HEALTH WEST CURRENTLY HAS 11 COMMUNITY HEALTH CENTERS LOCATED IN IDAHO IN THE FOLLOWING TOWNS AND CITIES: ABERDEEN, AMERICAN FALLS, CHUBBUCK, DOWNEY, LAVA, PRESTON AND 5 IN POCATELLO. IN ADDITION, HEALTH WEST PROVIDES BEHAVIORAL HEALTH SERVICES IN THREE SCHOOLS IN POCATELLO. DURING THE FISCAL YEAR ENDED MAY 31, 2023, WE SERVED 1,783 PATIENTS IN 20,765 BEHAVIORAL HEALTH APPOINTMENTS. 1127342 0 887090 DENTAL SERVICES:HEALTH WEST PROVIDES PREVENTIVE DENTAL SERVICES TO PREVENT DISEASES OF THE ORAL CAVITY AND RELATED STRUCTURES. SERVICES INCLUDE CLEANINGS, APPLICATION OF SEALANTS, AND DIAGNOSTIC SCREENING FOR CAVITIES AND PERIODONTAL DISEASE THROUGH THE USE OF DENTAL X-RAYS. IN ADDITION, HEALTH WEST PROVIDES BASIC GENERAL DENTISTRY TO DIAGNOSE AND TREAT DISEASE, INJURY OR IMPAIRMENT OF TEETH INCLUDING FILLINGS AND SINGLE UNIT CROWS, NON-SURGICAL-ENDODONTIC, EXTRACTIONS, AND PERIODONTAL THERAPIES. FOR THE FISCAL YEAR ENDED MAY 31, 2023, WE SERVED 829 PATIENTS IN 3,069 DENTAL APPOINTMENTS. 1127342 0 887090 23198716 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 70 0 1 226 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PAUL L MORGAN 2082327862 500 S 11TH AVENUE 400 POCATELLO ID 83201 ANGELA TIEGE OBGYN 30.00 X 338845 0 35971 MARK HORROCKS CMO 40.00 X 280712 0 15530 JOESPH RAGAN PHYSICIAN 40.00 X 258877 0 28806 GREGORY KOSTUR PEDIATRICIAN 40.00 X 258239 0 19224 DANIEL STERNER PHYSICIAN 40.00 X 225954 0 49753 MELISSA KJOS PHYSICIAN 40.00 X 231072 0 33936 MINDY STOSICH-BENEDETTI CEO 45.00 X 201431 0 17377 PAUL L MORGAN CFO 45.00 X 176710 0 24042 ADAM WALDRON PRESIDENT 2.00 X X 0 0 0 SHANTAY BLOXHAM VICE PRESIDENT (THROUGH AUGUST 2022) 2.00 X X 0 0 0 AMBER DAVIS DIRECTOR & VICE PRESIDENT 2.00 X X 0 0 0 IRIS BUDER JENSEN SECRETARY 2.00 X X 0 0 0 LARRY BURDEN TREASURER 2.00 X X 0 0 0 IRENE BARRETT DIRECTOR 1.00 X 0 0 0 JOHN CURTRIGHT DIRECTOR (THROUGH MARCH 2023) 1.00 X 0 0 0 DANIEL DAVIDS DIRECTOR 1.00 X 0 0 0 DOUGLAS MATHIS DIRECTOR 1.00 X 0 0 0 CHUCK RIZZO DIRECTOR 1.00 X 0 0 0 GLORIA WHITESIDE DIRECTOR 1.00 X 0 0 0 AMY WUEST DIRECTOR 1.00 X 0 0 0 1971840 0 224639 28 0 1 0 ATHENA HEALTH PO BOX 415615 BOSTON MA 02241 EMR SOFTWARE & COLLECTION SERVICES 962626 ISU FAMILY MEDICINE RESIDENCY 465 MEMORIAL DRIVE POCATELLO ID 83201 CONTRACTED PHYSICIAN SERVICES 735659 CONSTRUCTION SERVICES INC 718 S 2ND AVENUE POCATELLO ID 83201 BUILDING RENOVATIONS 204305 SMITH MALEK 601 E FRONT AVENUE SUITE 304 COEUR DALENE ID 83814 LEGAL SERVICES 198082 BLUENOVO INC 8455 COLESVILLE RD SUITE 1525 SILVER SPRING MD 20910 CLOUD MANAGEMENT 178644 6 8217339 4561633 1613549 12778972 MEDICAL REVENUE 621110 10611936 10611936 PHARMACY REVENUE 456110 7542721 7542721 BEHAVIORAL HEALTH REVENUE 621110 3618880 3618880 DENTAL REVENUE 621110 887090 887090 22660627 474516 474516 14002487 14960202 1089 -957715 -1089 -958804 -958804 MISCELLANEOUS INCOME 561499 78287 78287 78287 35033598 22660627 0 -406001 X 9900 9900 784339 32949 751390 14312727 10366288 3946439 546270 415879 130391 2409491 1772637 636854 2055496 1482913 572583 473916 473916 39500 39500 3610491 1963653 1646838 183728 600 183128 606141 528574 77567 424366 67050 357316 1546096 992535 553561 207343 93764 113579 354739 160420 194319 110246 83090 27156 714374 466403 247971 103711 38215 65496 MEDICAL SUPPLIES 4341142 4341142 BAD DEBT EXPENSE 275843 275843 EQUIPMENT PURCHASE & MA 123432 96319 27113 MISCELLANEOUS EXPENSES 17298 10542 6756 33250589 23198716 10051873 0 4923156 4264002 135098 7218892 3408167 4107125 3414107 738268 747212 633227 202858 11265634 3783087 6610985 7482547 14143391 6114363 11500 11500 4400 3462445 30608192 37025051 2807577 3651727 142132 27014 2512900 2306271 0 3513579 5462609 9498591 X 25126095 27515283 19488 11177 25145583 27526460 30608192 37025051 1783009 597868 0 X 0 1 X 1 1 1 X 11666971 10890387 11903508 10748384 12778972 57988222 11666971 10890387 11903508 10748384 12778972 57988222 1035553 56952669 2078 3948 1088 216120 474516 697750 13086 53172 13833 18537 78287 176915 58862887 91888358 0.96750 0.93440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 707444 707444 4889602 1417223 3472379 1179058 574173 604885 3291810 1791691 1500119 1197720 1197720 7482547 RESTRICTED ASSETS 4400 RIGHT-OF-USE LEASE ASSETS 3458045 3462445 RIGHT-OF-USE LEASE LIABILITIES 3513579 3513579 X 35389134 597868 131342 729210 34659924 373674 373674 35033598 33106088 131342 131342 32974746 275843 275843 33250589 PART X, LINE 2: THE ORGANIZATION IS AN IDAHO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS USING A STANDARD THAT PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR UNCERTAIN TAX POSITIONS. AS OF MAY 31, 2023 AND 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 275,843. CAPITAL CONTRIBUTIONS 97,831. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 275,843. 1 PART I, LINE 2: CONTRIBUTIONS ARE LIMITED TO LOCAL CHARITIES AND GOVERNMENT AGENCIES AND ARE INTENDED FOR GENERAL OPERATING SUPPORT, SO NO FOLLOW-UP IS CONDUCTED REGARDING THE USE OF FUNDS. X X X 0 0 0 0 0 0 0 0 0 ANGELA TIEGE OBGYN 336648 0 2197 0 0 0 11864 0 24107 0 374816 0 0 0 MARK HORROCKS CMO 278037 0 2675 0 0 0 10970 0 4560 0 296242 0 0 0 JOESPH RAGAN PHYSICIAN 256020 0 2857 0 0 0 10478 0 18328 0 287683 0 0 0 GREGORY KOSTUR PEDIATRICIAN 255531 0 2708 0 0 0 10379 0 8845 0 277463 0 0 0 DANIEL STERNER PHYSICIAN 223280 0 2674 0 0 0 5897 0 43856 0 275707 0 0 0 MELISSA KJOS PHYSICIAN 227247 0 3825 0 0 0 9425 0 24511 0 265008 0 0 0 MINDY STOSICH-BENEDETTI CEO 199231 0 2200 0 0 0 8155 0 9222 0 218808 0 0 0 PAUL L MORGAN CFO 172885 0 3825 0 0 0 7191 0 16851 0 200752 0 0 0 X 106 1589502 INVOICE PRICE X SOFTWARE 1 24047 INVOICE PRICE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE COMPRISED OF THE OFFICERS AND IMMEDIATE PAST PRESIDENT OF THE BOARD. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE FULL GOVERNING BOARD, BUT THE ACTIONS OF THE EXECUTIVE COMMITTEE MUST NOT SUPERCEDE THE FULL HEALTH CENTER GOVERNING BOARD'S AUTHORITIES, FUNCTIONS AND RESPONSIBILITIES. THE EXECUTIVE COMMITTEE MUST REPORT ALL ACTIONS TAKEN INDEPENDENTLY AND ON BEHALF OF THE BOARD TO THE FULL GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE 990 WAS PREPARED BY OUR CPA FIRM, THE DOCUMENT WAS REVIEWED FOR ACCURACY BY THE CFO. A COMPLETE COPY OF THE 990 WAS THEN DISTRIBUTED TO THE BOARD AND REVIEWED AT A BOARD MEETING PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF HEALTH WEST THAT INTERESTS SHALL BE FULLY DISCLOSED BY ANY INDIVIDUAL REGARDLESS OF WHETHER A CONFLICT OF INTEREST IS DETERMINED TO EXIST. MEMBERS OF, AND CANDIDATES FOR MEMBERSHIP ON, THE BOARD OF DIRECTORS SHALL MAKE DISCLOSURES TO THE CHAIR OF THE BOARD OF DIRECTORS. IF THE CHAIR HAS SUCH AN INTEREST, HE OR SHE MUST MAKE DISCLOSURE TO THE VICE CHAIR WHO WILL, IN TURN, BE RESPONSIBLE FOR ADVISING THE BOARD. THE CEO SHALL MAKE DISCLOSURES TO THE CHAIR OF THE BOARD WHO WILL THEN BE RESPONSIBLE FOR ADVISING THE BOARD OF SUCH DISCLOSURE. ALL OTHER INDIVIDUALS AFFILIATED WITH HEALTH WEST SHALL MAKE DISCLOSURES IN WRITING TO THE CEO. IN THE CASE OF A POTENTIALLY CONFLICTED PERSON WHO IS A BOARD MEMBER (INCLUDING THE CEO), THAT PERSON MAY MAKE A PRESENTATION TO THE BOARD REGARDING WHETHER HE OR SHE HAS A CONFLICT OF INTEREST, AND MAY RESPOND TO RELATED QUESTIONS FROM THE BOARD. HOWEVER, AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, OR VOTE ON, WHETHER A CONFLICT OF INTEREST EXISTS, AND IF SUCH CONFLICT OF INTEREST IS DETERMINED BY THE BOARD TO EXIST, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, AND VOTING ON, THE TRANSACTION OR ARRANGEMENT THAT INVOLVES THE CONFLICT OF INTEREST. IF THERE IS AN INDIVIDUAL WHO FAILED TO DISCLOSE AN INTEREST, THE BOARD OR CEO MAY TAKE APPROPRIATE CORRECTIVE AND/OR DISCIPLINARY ACTION, INCLUDING REMOVAL OF THE INDIVIDUAL FROM THE SELECTION, NEGOTIATION OR ADMINISTRATION OF ANY GRANTS OR CONTRACTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS EVALUATES THE CEO'S COMPENSATION AND USES COMPARABILITY DATA FROM SURVEYS AND HISTORICAL DATA FROM THE REGION IN APPROVING THE CEO SALARY. THE CEO USES THE SAME METHODS TO REVIEW AND APPROVE THE SALARIES FOR ALL REMAINING EMPLOYEES, INCLUDING THE CFO. COMPENSATION WAS LAST REVIEWED IN MAY 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G MEDICAL AND ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 1,963,653. MANAGEMENT AND GENERAL EXPENSES 1,646,838. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,610,491.