2026-03-20T14:19:21-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-06-01 820324100 HEALTH WEST INC HEAL 2082327862 500 S 11TH AVENUE 400 POCATELLO ID 83201 MELISSA MYERS CFO 2082327862 2026-03-20 1 1 KURT BENNION CPA P01469618 4252506100 2026-03-20 2024 2025-03-06 01:10:19Z HEALTH WEST (UTAH) INC HEALTH WEST EVANSTON MINDY STOSICH-BENEDETTI 500 S 11TH AVENUE 400 POCATELLO ID 83201 48307534 0 X WWW.HEALTHWESTINC.ORG X 1975 ID EMPOWERING OUR PATIENTS AND COMMUNITIES BY PROACTIVELY PROVIDING QUALITY, AFFORDABLE PATIENT-CENTERED HEALTHCARE. 10 10 390 11 -37473 0 15629985 13741377 24148268 33909769 659479 374131 8197804 -306142 48635536 47719135 2873 12881 0 0 26072695 26988067 0 17475 17475 19030543 21108091 45106111 48126514 3529425 -407379 48635709 47019950 17360623 16055470 31275086 30964480 X EMPOWERING OUR PATIENTS AND COMMUNITIES BY PROACTIVELY PROVIDING QUALITY, AFFORADABLE PATIENT-CENTERED HEALTHCARE. 0 0 20125617 0 15893663 FEDERALLY QUALIFIED HEALTH CENTER MEDICAL PROGRAM:HEALTH WEST, INC. (HW) PROVIDES COMPREHENSIVE PRIMARY CARE SERVICES TO DIVERSE URBAN AND RURAL COMMUNITIES, ACROSS A THREE-STATE AREA SPANNING NINE COUNTIES. CURRENTLY, HW OPERATES 18 MEDICAL CLINICS AT THE FOLLOWING LOCATIONS IN IDAHO: ABERDEEN, AMERICAN FALLS, CHUBBUCK, DOWNEY, LAVA, MONTPELIER, PRESTON AND POCATELLO; UTAH: BRIGHAM CITY, GARDEN CITY, NORTH LOGAN AND PROVIDENCE; AND WYOMING: EVANSTON AND ROCK SPRINGS. OTHER PRIMARY MEDICAL SERVICES PROVIDED BY HW INCLUDE URGENT CARE, WOMEN'S HEALTH, PEDIATRICS, MEDICATION MANAGEMENT, DIAGNOSTIC LAB AND RADIOLOGY, HEALTH EDUCATION, CASE MANAGEMENT, AND ENABLING SERVICES BOTH IN-PERSON AND THROUGH TELEHEALTH, REGARDLESS OF ABILITY TO PAY. DURING THE FISCAL YEAR ENDING MAY 31, 2025, HW SERVED 24,126 MEDICAL PATIENTS, PROVIDING 74,358 ENCOUNTERS. ADDITIONALLY, HW PROVIDES DISCOUNTED SERVICES ON A SLIDING FEE SCALE BASED ON INCOME AND FAMILY SIZE FOR PATIENTS AT OR BELOW 200% OF FEDERAL POVERTY LEVEL. THE TOTAL AMOUNT OF SLIDING FEE AND SPECIAL SERVICE DISCOUNTS PROVIDED TO PATIENTS WAS $2,370,298. 10411713 12881 12022993 PHARMACEUTICAL SERVICES:HEALTH WEST, INC. (HW) OPERATES SIX IN-HOUSE RETAIL PHARMACIES LOCATED AT CHUBBUCK, ID; GARDEN CITY, NORTH LOGAN, AND PROVIDENCE, UT; AND EVANSTON AND ROCK SPRINGS, WY. IN ADDITION, HW CONTRACTS WITH LOCAL PHARMACIES TO ASSIST PATIENTS IN OBTAINING ACCESS TO AFFORDABLE MEDICATIONS THROUGH THE 340B DRUG DISCOUNT PROGRAM. HW OFFERS PRESCRIPTION MAIL DELIVERY AND PROVIDES PRESCRIPTION DRUG ASSISTANCE FOR PATIENTS WHO QUALIFY FOR FREE MEDICATIONS EITHER DIRECTLY FROM THE DRUG MANUFACTURERS OR ON A SLIDING FEE BASIS. DURING THE FISCAL YEAR ENDING MAY 31, 2025, THERE WERE 63,475 PRESCRIPTIONS FILLED THROUGH THE 340B PROGRAM, AND 11,183 PRESCRIPTIONS FILLED TO ELIGIBLE PATIENTS ON THE SLIDING FEE SCALE, SAVING PATIENTS $3,175,906. 3660108 0 4678160 BEHAVIORAL HEALTH SERVICES:HEALTH WEST, INC. (HW) PROVIDES BEHAVIORAL HEALTH, SUBSTANCE USE DISORDER, AND COUNSELING SERVICES FOR PATIENTS AS PART OF AN INTEGRATED MODEL OF CARE. CURRENTLY, HW PROVIDES TREATMENT AT 15 COMMUNITY-BASED SITES ACROSS THE FOLLOWING LOCATIONS: IDAHO: ABERDEEN, AMERICAN FALLS, CHUBBUCK, DOWNEY, LAVA, MONTPELIER, PRESTON AND POCATELLO; UTAH: BRIGHAM CITY, NORTH LOGAN AND PROVIDENCE; WYOMING: ROCK SPRINGS. IN ADDITION, HEALTH WEST HAS PARTNERED WITH POCATELLO/CHUBBUCK SCHOOL DISTRICT #25 TO PROVIDE BEHAVIORAL HEALTH SERVICES IN 11 SCHOOL-BASED SITES. DURING THE FISCAL YEAR ENDING MAY 31, 2025, HW SERVED 2,671 PATIENTS, PROVIDING 27,665 BEHAVIORAL HEALTH ENCOUNTERS. ADDITIONALLY, HW PROVIDES DISCOUNTED SERVICES ON A SLIDING FEE SCALE BASED ON INCOME AND FAMILY SIZE FOR PATIENTS AT OR BELOW 200% OF FEDERAL POVERTY LEVEL. THE TOTAL AMOUNT OF SLIDING FEE AND SPECIAL SERVICE DISCOUNTS PROVIDED TO PATIENTS WAS $301,675. 2713068 0 1314953 DENTAL SERVICES:HEALTH WEST, INC. (HW) 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 USING 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 CROWNS, ENDODONTIC AND PERIODONTAL THERAPIES, AS WELL AS NON-SURGICAL EXTRACTIONS. HW OPERATES FIVE DENTAL CLINICS IN: POCATELLO AND MONTPELIER, IDAHO; GARDEN CITY AND NORTH LOGAN, UTAH; AND ROCK SPRINGS, WYOMING. DURING THE FISCAL YEAR ENDING MAY 31, 2025, HW SERVED 2,609 PATIENTS, PROVIDING 7,232 DENTAL ENCOUNTERS. ADDITIONALLY, HW PROVIDES DISCOUNTED SERVICES ON A SLIDING FEE SCALE BASED ON INCOME AND FAMILY SIZE FOR PATIENTS AT OR BELOW 200% OF FEDERAL POVERTY LEVEL. THE TOTAL AMOUNT OF SLIDING FEE AND SPECIAL SERVICE DISCOUNTS PROVIDED TO PATIENTS WAS $1,384,652. 2713068 0 1314953 36910506 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 77 0 1 390 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 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 LARRY BURDEN TREASURER 2.00 X X 0 0 0 IRIS BUDER JENSEN SECRETARY 2.00 X X 0 0 0 DANIEL DAVIDS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER HARTWELL DIRECTOR 1.00 X 0 0 0 DEIDRA HARTWELL DIRECTOR 1.00 X 0 0 0 DOUGLAS MATHIS DIRECTOR 1.00 X 0 0 0 CHARLES CHUCK RIZZO DIRECTOR 1.00 X 0 0 0 GLORIA WHITESIDE DIRECTOR (THROUGH MARCH 2025) 1.00 X 0 0 0 AMY WUEST DIRECTOR 1.00 X 0 0 0 MARK HORROCKS CMO 40.00 X 319455 0 83068 MINDY STOSICH-BENEDETTI CEO 40.00 X 318622 0 52103 PAUL MORGAN CFO (THROUGH MAY 2025) 40.00 X 218675 0 67359 AMY TOVEY COO 40.00 X 187396 0 69322 ANGELA TIEGE OBGYN 40.00 X 322144 0 75965 GREGORY KOSTUR PEDIATRICIAN 40.00 X 259179 0 72517 JON MALAN PHYSICIAN 40.00 X 259873 0 67194 JOHN MAURIC PHYSICIAN 40.00 X 248870 0 49617 MELISSA KJOS PHYSICIAN 40.00 X 248872 0 44121 2383086 0 581266 47 0 1 0 ATHENA HEALTH BOSTON LANDING 80 GUEST STREET BOSTON MA 02135 EMR SOFTWARE & COLLECTION SERVICES 1035187 ISU FAMILY MEDICINE RESIDENCY 465 MEMORIAL DRIVE POCATELLO ID 83201 CONTRACTED PHYSICIAN SERVICES 598512 MEDICUS IT 100 NORTH POINT CENTER EAST SUITE ALPHARETTA GA 30022 IT SERVICES 468699 SMITH MALEK 601 E FRONT AVENUE SUITE 304 COEUR DALENE ID 83814 LEGAL SERVICES 370140 CHARTSPAN MEDICAL TECHNOLOGIES PO BOX 628923 ORLANDO FL 32862 CHRONIC CARE MANAGEMENT SERVICES 297702 9 10642262 3099115 2532191 13741377 MEDICAL REVENUE 621110 15893663 15893663 PHARMACY REVENUE 456110 12022993 12022993 DENTAL REVENUE 621110 4678160 4678160 BEHAVIORAL HEALTH REVE 621110 1314953 1314953 33909769 364258 364258 501449 588399 -86950 -86950 -37473 -49477 9873 0 9873 9873 9873 MISCELLANEOUS INCOME 900099 -219192 -219192 -219192 47719135 33909769 -37473 105462 X 12881 12881 1220753 37003 1183750 19644278 15299438 4344840 883157 697909 185248 3700207 2802423 897784 1539672 1139023 400649 302580 302580 101949 101949 17475 17475 4985446 2957841 2027605 111832 3360 108472 610140 549403 60737 531518 176523 354995 2270314 1733802 536512 151201 84108 67093 348962 194115 154847 254375 232043 22332 1118458 880276 238182 168331 124847 43484 MEDICAL SUPPLIES 9390623 9384857 5766 BAD DEBT EXPENSE 647469 511759 135710 EQUIPMENT 114790 88792 25998 MISCELLANEOUS EXPENSES 103 103 48126514 36910506 11198533 17475 3260241 3633416 7709153 6562936 4068549 4194395 2258384 1889868 379648 334475 31484335 5738626 25678100 25745709 1719484 1867928 11500 11500 3550650 2779723 48635709 47019950 3898889 3742789 27672 29887 15588 48329 45274 58995 9764716 9326657 3608484 2848813 17360623 16055470 X 31265637 30962544 9449 1936 31275086 30964480 48635709 47019950 -407379 96773 0 X X 0 1 X 1 1 1 X 11903508 10748384 12778972 15629985 13741377 64802226 11903508 10748384 12778972 15629985 13741377 64802226 1718785 63083441 1088 216120 474516 934613 865707 2492044 13833 18537 78287 31143 -219192 -77392 67216878 118424636 0.93850 0.95350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6506051 6506051 18612222 2156246 16455976 1179057 822877 356180 4933811 2747996 2185815 253194 11507 241687 25745709 RESTRICTED ASSETS 30900 RIGHT-OF-USE LEASE ASSETS 2748823 2779723 RIGHT-OF-USE LEASE LIABILITIES 2848813 2848813 X 47199233 96773 131343 588399 816515 46382718 1336417 1336417 47719135 48198787 131343 588399 719742 47479045 647469 647469 48126514 PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS FOR RENTAL TENANTS. EACH SECURITY DEPOSIT IS RETURNED, LESS THE COST OF ANY REPAIRS, WHEN THE LEASE IS TERMINATED. 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. 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, 2025 AND 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 588,399. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 647,469. CONTRIBUTIONS AND GRANTS FOR CAPITAL EQUIPMENT 688,948. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 588,399. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 647,469. X X 1 GUIDIAN HEALTHCARE CONSULTING 4210 WOODWARD WALK LANE SUWANEE GA 30024 GRANT WRITING 0 9215106 17475 9197631 9215106 17475 9197631 ID UT WY 1 BENGAL SPORTS PROPERTIES LLC PO BOX 843038 KANSAS CITY MO 641843038 933102789 7792 0 TO EDUCATE IDAHO STATE UNIVERSITY STUDENTS, FACULTY, ALUMNI AND SUPPORTERS ABOUT HEALTH WEST'S SERVICES 0 1 PART I, LINE 2: CONTRIBUTIONS ARE LIMITED TO LOCAL CHARITIES AND ARE INTENDED FOR GENERAL OPERATING SUPPORT, SO NO FOLLOW-UP IS CONDUCTED REGARDING THE USE OF FUNDS. X X 0 0 0 0 0 0 0 0 0 MARK HORROCKS CMO 312015 0 7440 0 0 0 18427 0 64641 0 402523 0 0 0 ANGELA TIEGE OBGYN 311003 0 11141 0 0 0 19251 0 56714 0 398109 0 0 0 MINDY STOSICH-BENEDETTI CEO 317122 0 1500 0 0 0 19395 0 32708 0 370725 0 0 0 GREGORY KOSTUR PEDIATRICIAN 255079 0 4100 0 0 0 16115 0 56402 0 331696 0 0 0 JON MALAN PHYSICIAN 253120 0 6753 0 0 0 15924 0 51270 0 327067 0 0 0 JOHN MAURIC PHYSICIAN 247370 0 1500 0 0 0 7691 0 41926 0 298487 0 0 0 MELISSA KJOS PHYSICIAN 240014 0 8858 0 0 0 15058 0 29063 0 292993 0 0 0 PAUL MORGAN CFO (THROUGH MAY 2025) 210995 0 7680 0 0 0 13349 0 54010 0 286034 0 0 0 AMY TOVEY COO 185896 0 1500 0 0 0 11625 0 57697 0 256718 0 0 0 X 123 2532191 INVOICE & GOOD RX PRICE 0 0 1 0 PART I, COLUMN (B): AMOUNTS REPORTED IN PART I, COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE FISCAL YEAR. 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 HEALTH WEST MONTPELIER. 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 A, LINE 2 DEIDRA HARTWELL AND CHRISTOPHER HARTWELL HAVE A FAMILY RELATIONSHIP. 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 EXECUTIVE BOARD OF DIRECTORS EVALUATES THE CEO'S COMPENSATION WITH THE CEO IN ATTENDANCE. AFTER THE CLOSED SESSION, A FORM IS INITIALED BY THE BOARD CHAIR AND CEO AND SUBMITTED TO HUMAN RESOURCES DIRECTING THE NEW COMPENSATION AMOUNT AND EFFECTIVE DATE. THE LAST COMPENSATION REVIEW WAS CONDUCTED DECEMBER 2024. THE CEO USES COMPARABILITY DATA FROM SURVEYS AND HISTORICAL DATA FROM THE REGION IN SETTING EMPLOYEE WAGES. A MARKET EVALUATION WAS LAST REVIEWED IN DECEMBER 2023. A STANDARD PERCENTAGE INCREASE WAS LAST DISTRIBUTED IN JUNE 2024 FOR ALL EMPLOYEES. 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 2,957,841. MANAGEMENT AND GENERAL EXPENSES 2,027,605. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,985,446. FORM 990, PART XII, LINE 2C: THE AUTHORITY AND PROCESS FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE FISCAL YEAR. 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 198280 366536 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 163875 CASH