2025-04-15T15:36:20-05:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-06-01 820324100 HEALTH WEST INC HEAL 2082327862 500 S 11TH AVENUE 400 POCATELLO ID 83201 PAUL L MORGAN CFO 2082327862 2025-04-14 1 1 KURT BENNION CPA P01469618 4252506100 2025-04-14 2023 2025-03-06 01:10:19Z HEALTH WEST (UTAH) INC HEALTH WEST EVANSTON MINDY STOSICH-BENEDETTI 500 S 11TH AVENUE 400 POCATELLO ID 83201 63573433 0 X WWW.HEALTHWESTINC.ORG X 1975 ID SEE SCHEDULE O 10 10 383 10 -143580 0 12778972 15629985 22660627 24148268 -484288 659479 78287 8197804 35033598 48635536 9900 2873 0 0 20108323 26072695 0 0 0 13132366 19030543 33250589 45106111 1783009 3529425 37025051 48635709 9498591 17360623 27526460 31275086 X EMPOWERING OUR PATIENTS AND COMMUNITIES BY PROACTIVELY PROVIDING QUALITY, AFFORADABLE PATIENT-CENTERED HEALTHCARE. 1 0 19622415 0 11965118 FEDERALLY QUALIFIED HEALTH CENTER MEDICAL PROGRAM:HEALTH WEST PROVIDES PRIMARY HEALTH CARE, PEDIATRICIAN AND OB/GYN SERVICES IN DESIGNATED MEDICALLY UNDERSERVED AREAS. HEALTH WEST ADDED SEVEN COMMUNITY HEALTH CENTER LOCATIONS THROUGH ACQUISITION ON NOVEMBER 1, 2023. CURRENTLY WE HAVE 18 COMMUNITY HEALTH CENTERS LOCATED IN IDAHO, UTAH AND WYOMING IN THE FOLLOWING TOWNS AND CITIES: IDAHO: ABERDEEN, AMERICAN FALLS, CHUBBUCK, DOWNEY, LAVA, MONTPELIER, PRESTON AND 5 IN POCATELLO; UTAH: BRIGHAM CITY, GARDEN CITY, NORTH LOGAN AND PROVIDENCE; WYOMING: EVANSTON AND ROCK SPRINGS. DURING THE FISCAL YEAR ENDED MAY 31, 2024, WE SERVED 17,802 PATIENTS IN 56,082 MEDICAL APPOINTMENTS. ALL SERVICES ARE PROVIDED ON A SLIDING FEE SCALE BASIS BASED ON INCOME AND FAMILY SIZE. (CONTINUED, SEE SCHEDULE O) 7461078 2873 8107467 PHARMACEUTICAL SERVICES:HEALTH WEST WORKS WITH LOCAL PHARMACIES THROUGH THE 340B DRUG DISCOUNT PROGRAM TO HELP GET PATIENTS MEDICINES AT A LOWER COST. ON NOVEMBER 1, 2023 WE ADDED SIX RETAIL PHARMACIES THROUGH ACQUISITION IN MONTPELIER, IDAHO; UTAH: GARDEN CITY, NORTH LOGAN, AND PROVIDENCE; WYOMING: EVANSTON AND ROCK SPRINGS. ADDITIONALLY WE OPENED A RETAIL PHARMACY IN CHUBBUCK, IDAHO ON NOVEMBER 13, 2023. FOR THE FISCAL YEAR ENDED MAY 31, 2024, 30,285 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, 2024, 10,170 PRESCRIPTIONS (CONTINUED, SEE SCHEDULE O) 3718335 0 3496246 BEHAVIORAL HEALTH SERVICES:HEALTH WEST PROVIDES BEHAVIORAL HEALTH SERVICES IN DESIGNATED MEDICALLY UNDERSERVED AREAS. HEALTH WEST ADDED SEVEN COMMUNITY HEALTH CENTER LOCATIONS THROUGH ACQUISITION ON NOVEMBER 1, 2023. CURRENTLY WE HAVE 18 COMMUNITY HEALTH CENTERS LOCATED IN IDAHO, UTAH AND WYOMING IN THE FOLLOWING TOWNS AND CITIES: IDAHO: ABERDEEN, AMERICAN FALLS, CHUBBUCK, DOWNEY, LAVA, MONTPELIER, PRESTON AND 5 IN POCATELLO; UTAH: BRIGHAM CITY, GARDEN CITY, NORTH LOGAN AND PROVIDENCE; WYOMING: EVANSTON AND ROCK SPRINGS. IN ADDITION, HEALTH WEST PROVIDES BEHAVIORAL HEALTH SERVICES IN ELEVEN SCHOOLS IN POCATELLO. DURING THE FISCAL YEAR ENDED MAY 31, 2024, WE SERVED 1,667 PATIENTS IN 15,912 BEHAVIORAL HEALTH APPOINTMENTS. ALL SERVICES ARE PROVIDED ON (CONTINUED, SEE SCHEDULE O) 2491135 0 579437 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. WE ADDED FOUR ADDITIONAL DENTAL CLINICS BY ACQUISITION ON NOVEMBER 1, 2023. OUR CLINICS ARE LOCATED IN IDAHO: POCATELLO AND MONTPELIER; UTAH: GARDEN CITY AND NORTH LOGAN; AND ROCK SPRINGS WYOMING. FOR THE FISCAL YEAR ENDED MAY 31, 2024, WE SERVED 4,798 PATIENTS IN 13,379 DENTAL APPOINTMENTS. ALL SERVICES ARE PROVIDED ON A SLIDING FEE SCALE BASIS BASED ON INCOME AND FAMILY SIZE. DISCOUNTS ARE PROVIDED FOR ALL PATIENTS AT OR BELOW 200% OF FEDERAL POVERTY LEVEL. SLIDING FEE AND SPECIAL SERVICE FUND DISCOUNTS OF $699,323 WERE PROVIDED. 2491135 0 579437 33292963 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 50 0 1 383 1 1 1 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 MELISSA MYERS 2082327862 500 S 11TH AVENUE 400 POCATELLO ID 83201 ADAM WALDRON PRESIDENT 2.00 X X 0 0 0 AMBER DAVIS 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 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 MARK HORROCKS CMO 40.00 X 302457 0 77956 MINDY STOSICH-BENEDETTI CEO 45.00 X 234574 0 45839 PAUL L MORGAN CFO 45.00 X 193236 0 62782 AMY TOVEY COO 40.00 X 177777 0 61126 ANGELA TIEGE OBGYN 30.00 X 325267 0 71578 GREGORY KOSTUR PEDIATRICIAN 40.00 X 267456 0 57712 MELISSA KJOS PHYSICIAN 40.00 X 241558 0 60030 TAYLOR AUGUSTINE PHYSICIAN 30.00 X 324868 0 44994 JON MALAN PHYSICIAN 40.00 X 250958 0 62071 2318151 0 544088 30 0 1 0 CONSTRUCTION SERVICES INC 718 S 2ND AVENUE POCATELLO ID 83201 BUILDING RENOVATIONS 1652606 ATHENA HEALTH BOSTON LANDING 80 GUEST STREET BOSTON MA 02135 EMR SOFTWARE & COLLECTION SERVICES 1010118 SMITH MALEK 601 E FRONT AVENUE SUITE 304 COEUR DALENE ID 83814 LEGAL SERVICES 615167 ISU FAMILY MEDICINE RESIDENCY 465 MEMORIAL DRIVE POCATELLO ID 83201 CONTRACTED PHYSICIAN SERVICES 596510 MEDICUS IT 100 NORTH POINT CENTER EAST SUITE ALPHARETTA GA 30022 IT SERVICES 393814 9 8438496 7191489 3141765 15629985 MEDICAL REVENUE 621110 11965118 11965118 PHARMACY REVENUE 456110 8107467 8107467 BEHAVIORAL HEALTH REVE 621110 3496246 3496246 DENTAL REVENUE 621110 579437 579437 24148268 697567 697567 237046 897322 -660276 -660276 -143580 -516696 14002487 14040575 -38088 -38088 -38088 INHERENT CONTRIBUTION 900099 8826937 8826937 MISCELLANEOUS INCOME 561499 31143 31143 8858080 48635536 24148268 -143580 9000863 X 2873 2873 1170117 37233 1132884 19728359 15349591 4378768 840019 655236 184783 2795516 2097886 697630 1538684 1122539 416145 761653 761653 85195 85195 4711550 2643905 2067645 127562 4200 123362 894535 794570 99965 636393 198073 438320 2119517 1538069 581448 210985 115818 95167 465947 255777 210170 47033 43180 3853 877817 640773 237044 275478 173748 101730 MEDICAL SUPPLIES 6748189 6746948 1241 BAD DEBT EXPENSE 771741 609983 161758 MISCELLANEOUS EXPENSES 213041 195331 17710 EQUIPMENT PURCHASE & MA 83907 67230 16677 45106111 33292963 11813148 0 4264002 3260241 7218892 7709153 4107125 4068549 3414107 0 747212 2258384 202858 379648 30331112 4653012 7482547 25678100 6114363 1719484 11500 11500 3462445 3550650 37025051 48635709 3651727 3944163 27014 27672 15588 2306271 9764716 3513579 3608484 9498591 17360623 X 27515283 31265637 11177 9449 27526460 31275086 37025051 48635709 3529425 219201 0 X 0 1 X 1 1 1 X 10890387 11903508 10748384 12778972 15629985 61951236 10890387 11903508 10748384 12778972 15629985 61951236 1138265 60812971 3948 1088 216120 474516 934613 1630285 53172 13833 18537 78287 31143 194972 63776493 102135273 0.95350 0.96750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6506051 6506051 18548187 1712775 16835412 1179057 703000 476057 4068713 2234389 1834324 29104 2848 26256 25678100 RESTRICTED ASSETS 31567 RIGHT-OF-USE LEASE ASSETS 3519083 3550650 RIGHT-OF-USE LEASE LIABILITIES 3608484 3608484 X 39710217 219201 131342 897322 1247865 38462352 10173184 10173184 48635536 45363034 131342 897322 1028664 44334370 771741 771741 45106111 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, 2024 AND 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 897,322. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 771,741. CAPITAL CONTRIBUTIONS 574,506. INHERENT CONTRIBUTION RECEIVED IN ACQUISITION 8,826,937. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 897,322. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 771,741. NORTH AMERICA 0 0 PROGRAM SERVICES PURCHASED SERVICES 13307 0 0 0 0 0 0 13307 0 13307 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION DOES NOT MAKE ANY GRANTS OUTSIDE OF THE UNITED STATES. WE HAVE A COUPLE OF VENDORS FROM WHOM WE PURCHASE SERVICES THAT ARE OUTSIDE OF THE UNITED STATES. X X 0 0 0 0 0 0 0 0 0 ANGELA TIEGE OBGYN 306742 0 18525 0 0 0 19193 0 52385 0 396845 0 0 0 MARK HORROCKS CMO 299157 0 3300 0 0 0 18143 0 59813 0 380413 0 0 0 TAYLOR AUGUSTINE PHYSICIAN 321768 0 3100 0 0 0 11602 0 33392 0 369862 0 0 0 GREGORY KOSTUR PEDIATRICIAN 256556 0 10900 0 0 0 16279 0 41433 0 325168 0 0 0 JON MALAN PHYSICIAN 247658 0 3300 0 0 0 15325 0 46746 0 313029 0 0 0 MELISSA KJOS PHYSICIAN 231114 0 10444 0 0 0 14820 0 45210 0 301588 0 0 0 MINDY STOSICH-BENEDETTI CEO 216274 0 18300 0 0 0 12584 0 33255 0 280413 0 0 0 PAUL L MORGAN CFO 189936 0 3300 0 0 0 11816 0 50966 0 256018 0 0 0 AMY TOVEY COO 169007 0 8770 0 0 0 10993 0 50133 0 238903 0 0 0 X 148 3141765 INVOICE PRICE 0 0 1 0 FORM 990, PART I, ITEM C DBA: HEALTH WEST (UTAH), INC. HEALTH WEST EVANSTON. DBA: HEALTH WEST ROCK SPRINGS HEALTH WEST BRIGHAM CITY. DBA: HEALTH WEST GARDEN CITY HEALTH WEST NORTH LOGAN. DBA: HEALTH WEST PROVIDENCE FORM 990, PART 1, LINE 1: EMPOWERING OUR PATIENTS AND COMMUNITIES BY PROACTIVELY PROVIDING QUALITY, AFFORDABLE PATIENT-CENTERED HEALTHCARE. FORM 990, PART III, LINE 2 DURING THE FISCAL YEAR, HEALTH WEST ADDED RETAIL PHARMACY SERVICES AND ONE SCHOOL-BASED CLINIC AND ACQUIRED SEVEN OTHER CLINICS, EXPANDING SERVICES INTO NORTHERN UTAH AND WESTERN WYOMING. FORM 990, PART III, LINE 4A: DISCOUNTS ARE PROVIDED FOR ALL PATIENTS AT OR BELOW 200% OF FEDERAL POVERTY LEVEL. SLIDING FEE AND SPECIAL SERVICE FUND DISCOUNTS OF $1,383,678 WERE PROVIDED. FORM 990, PART III, LINE 4B: WERE FILLED ON A SLIDING FEE BASIS, SAVING THE PATIENTS $1,704,563. THE VALUE OF THE FREE MEDICATIONS RECEIVED BY HEALTH WEST PATIENTS WAS $2,315,001. HEALTH WEST ALSO PROVIDES MEDICATIONS RECONCILIATION, THERAPEUTIC MONITORING, WELLNESS PROMOTION, AND DISEASE PREVENTION. FORM 990, PART III, LINE 4C: A SLIDING FEE SCALE BASIS BASED ON INCOME AND FAMILY SIZE. DISCOUNTS ARE PROVIDED FOR ALL PATIENTS AT OR BELOW 200% OF FEDERAL POVERTY LEVEL. SLIDING FEE AND SPECIAL SERVICE FUND DISCOUNTS OF $215,668 WERE PROVIDED. 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 2024. 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 2,643,905. MANAGEMENT AND GENERAL EXPENSES 2,067,645. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,711,550. COMMUNITY HEALTH CENTER NETWORK OF IDAHO LLC 1087 W RIVER ST STE 160 BOISE ID 83702 460729951 SHARED PURCHASING AGREEMENTS ID HEALTH WEST INC RELATED 171559 340363 1 1 0.06670 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 COMMUNITY HEALTH CENTER NETWORK OF IDAHO LLC S 181194 CASH