Hopewest FY2020 filing

Tax-deductible

Grand Jct, CO501(c)(3)Since 1993Public Safety & DisasterEIN 84-1207388Revenue $45.3M in FY2020

On file with the IRShopewestco.org3090 N 12th St Unit B, 81506-2804 · Grand Jct, COTax-exempt since Aug 1993Publicly supported — 509(a)(2)

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Created through a community-wide vision, HopeWest is dedicated to profoundly changing the experiences of aging, illness, and grief one family at a time through creativity, volunteerism, and philanthropy.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$2.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $3.4M a year · 6% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.0M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $426K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$22.3M
49% of total assets
Looks good: liabilities are 49% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 19 voting members
Looks good: 18 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$45.3M
Spent
$45.2M
To programs
83%
Net assets
$22.9M
By yearFY2020–FY2025
Revenue
$45.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$45.3M
FY2021$50.1M
FY2022$47.7M
FY2023$59.1M
FY2024$69.6M
FY2025$79.9M
Expenses
$45.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$45.2M
FY2021$48.4M
FY2022$49.0M
FY2023$55.6M
FY2024$62.8M
FY2025$70.2M
Net assets
$22.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$22.9M
FY2021$24.6M
FY2022$23.3M
FY2023$26.9M
FY2024$33.6M
FY2025$43.3M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1993.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $37.7M Management & general 15% · $6.6M Fundraising 2% · $866K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

26 people listed on the 990; $2.0M paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO/Board Member
$434,052Pt VII · Sec A
Hospice Medical Director/Senior VP
$233,861Pt VII · Sec A
Executive VP of Clinical S
$230,541Pt VII · Sec A
Clinical Medical Director
$222,301Pt VII · Sec A
Chief Admin Officer/Senior
$217,964Pt VII · Sec A
CFO/Senior VP
$208,718Pt VII · Sec A
Hospice Physician
$205,515Pt VII · Sec A
Hospice Physician
$200,621Pt VII · Sec A

Cassandra Mitchell’s $339K as President/CEO - 6/30/25 is at the 64th percentile of top reported officer pay among 58 $10–100M public safety & disaster nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Cassandra Mitchell$339,263$509,793$371,540$222,447——
Christy Whitney Borchard——$139,071$391,026$477,673$434,052
Deneen Silva$325,045—————
Crystal Owens$299,758$287,215$279,870———
Georgia Rock$279,582$248,632$217,913$205,713$265,891$230,541
Sarah Walsh—$267,730$205,694$245,646$231,684$208,718
Heidi Marlin$260,171——$209,949——
Luis Ramos$255,879—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps families navigate serious illness, aging, and grief with profound support.

Questions for Hopewest

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Provided by the organization

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3 programs · $34.5M · in their own filed words · FY2020
01

Community-based hospice care is our largest program, caring for more than 500 patients & their families every day (1,933 in 2020) from Ouray to Rio Blanco county across more than 10,000 sq. miles through 5 program offices.

$28.4Mprogram expense
02

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 could not be managed at home.

$4.5Mprogram expense
03

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 300 served in 2020); HopeWest Kids provides grief support to children ages 3-19 thru school groups, equine therapy, grief camps, and art therapy (615…

$1.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
See all 4 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$45.3M
Ln 12
Fees for servicesLn 2g$39.3M
Gifts and grantsLn 1h$4.0M
Other incomeLn 4–11$2.0M
Money outPt IX
$45.2M
Ln 25
Programscol B$37.7M
Managementcol C$6.6M
Fundraisingcol D$866K
Owns and owesPt X
$22.9M
net assets · Ln 32
Cash and savingsLn 1–2$7.7M
Total assetsLn 16$45.2M
LiabilitiesLn 26$22.3M
PeoplePt VI, VII
26
listed · VII A
PaidVII A8
Voting boardVI 1a19
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.0M
Noncash giftsLn 1g$15K
Fundraising eventsLn 1c$643K
Fees for servicesLn 2g$39.3M
Investment incomeLn 3$21K
Other incomeLn 4–11$2.0M
Total revenueLn 12$45.3M
Assets in detailPt X, end of year
CashLn 1$6.8M
SavingsLn 2$938K
Cash and savings togetherLn 1–2$7.7M
Land, buildings, equipmentLn 10c$29.7M
Other assetsLn 15$1.3M
Total assetsLn 16$45.2M
LiabilitiesLn 26$22.3M
Net assetsLn 32$22.9M
OperationsPt I, VI
EmployeesI 5581
VolunteersI 61,085
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.6M$7.7M
Land, buildings, equipmentLn 10c$27.4M$29.7M
Total assetsLn 16$36.9M$45.2M
LiabilitiesLn 26$14.1M$22.3M
Net assetsLn 32$22.8M$22.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$913K$913K
Other salaries and wagesLn 7$23.7M$19.9M$3.1M$618K
Pension plan contributionsLn 8$230K$218K$9K$3K
Other employee benefitsLn 9$3.0M$2.8M$99K$65K
Payroll taxesLn 10$1.6M$1.6M$63K$23K
Management feesLn 11a$46K$45K$1K
Legal feesLn 11b$46K$23K$23K
Accounting feesLn 11c$240K$240K
Other fees for servicesLn 11g$7.0M$6.9M$122K
Advertising and promotionLn 12$143K$65K$35K$43K
Office expensesLn 13$684K$579K$105K$40
Information technologyLn 14$93K$10K$83K
OccupancyLn 16$530K$386K$139K$5K
TravelLn 17$38K$10K$26K$2K
InterestLn 20$475K$290K$185K
Depreciation, depletion and amortizationLn 22$1.2M$695K$512K$3K
InsuranceLn 23$196K$9K$186K
Other expenses (24a–d)Ln 24$4.5M$4.0M$433K$56K
All other expensesLn 24e$538K$253K$239K$47K
Total functional expensesLn 25$45.2M$37.7M$6.6M$866K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $79.9M$70.2M$9.7M$43.3M 990 PDF
FY2024 $69.6M$62.8M$6.7M$33.6M 990 PDF
FY2023 $59.1M$55.6M$3.5M$26.9M 990 PDF
FY2022 $47.7M$49.0M−$1.3M$23.3M 990 PDF
FY2021 $50.1M$48.4M$1.7M$24.6M 990 PDF
FY2020 Viewing $45.3M$45.2M$133K$22.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $45,285,094 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,031,642$4,007,827
I-9 Program service revenuePrior year $35,292,242$39,287,294
I-10 Investment incomePrior year $43,000$20,778
I-11 Other revenuePrior year $2,261,011$1,969,195
I-12 Total revenuePrior year $42,627,895$45,285,094
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $26,896,917$29,426,946
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $14,202,723$15,725,171
I-18 Total expensesPrior year $41,099,640$45,152,117
I-19 Revenue less expensesPrior year $1,528,255$132,977
Part VI · Governance 18 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $45,285,094 across 10 lines filed
Lines not itemized here account for $1,833,220 of total revenue; see the IRS return.
VIII-1a Federated campaigns$56,931
VIII-1c Fundraising events$643,412
VIII-1f All other contributions, gifts and grants$3,307,484
VIII-1g Noncash contributions (included above)$15,168
VIII-1h Total contributions, gifts and grants$4,007,827
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $39,287,294$39,287,294
VIII-3 Investment incomeExcluded from tax $20,778$20,778
VIII-8 Net income from fundraising eventsExcluded from tax $118,515$118,515
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $17,460$17,460
VIII-12 Total revenueRelated to mission $41,096,201 · Unrelated business $41,773 · Excluded from tax $139,293$45,285,094
Part IX · Statement of functional expenses $45,152,117 across 19 lines filed
IX-5 Pay of current officers, directors and key staffManagement $913,298$913,298
IX-7 Other salaries and wagesPrograms $19,898,145 · Management $3,139,804 · Fundraising $617,634$23,655,583
IX-8 Pension plan contributionsPrograms $218,498 · Management $8,597 · Fundraising $3,294$230,389
IX-9 Other employee benefitsPrograms $2,820,249 · Management $99,438 · Fundraising $64,552$2,984,239
IX-10 Payroll taxesPrograms $1,556,590 · Management $63,383 · Fundraising $23,464$1,643,437
IX-11a Management feesManagement $45,031 · Fundraising $1,408$46,439
IX-11b Legal feesPrograms $23,319 · Management $23,028$46,347
IX-11c Accounting feesManagement $240,195$240,195
IX-11g Other fees for servicesPrograms $6,902,674 · Management $122,065$7,024,739
IX-12 Advertising and promotionPrograms $64,836 · Management $34,913 · Fundraising $43,233$142,982
IX-13 Office expensesPrograms $578,870 · Management $105,398 · Fundraising $40$684,308
IX-14 Information technologyPrograms $9,727 · Management $83,367$93,094
IX-16 OccupancyPrograms $385,896 · Management $139,377 · Fundraising $4,657$529,930
IX-17 TravelPrograms $9,760 · Management $25,953 · Fundraising $2,052$37,765
IX-20 InterestPrograms $290,104 · Management $184,982$475,086
IX-22 Depreciation, depletion and amortizationPrograms $694,766 · Management $512,092 · Fundraising $2,888$1,209,746
IX-23 InsurancePrograms $9,373 · Management $186,260$195,633
IX-24 Other expenses (24a–d)Programs $3,971,295 · Management $433,338 · Fundraising $55,903$4,460,536
IX-24e All other expensesPrograms $252,773 · Management $238,525 · Fundraising $47,073$538,371
IX-25 Total functional expensesPrograms $37,686,875 · Management $6,599,044 · Fundraising $866,198$45,152,117
Part X · Balance sheet $45,193,189 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $853,928$6,780,869
X-2 Savings and temporary cash investmentsStart of year $742,121$937,613
X-3 Pledges and grants receivableStart of year $2,130,185$1,300,054
X-4 Accounts receivableStart of year $4,942,291$4,670,501
X-8 Inventories for sale or useStart of year $60,843$69,776
X-9 Prepaid expenses and deferred chargesStart of year $257,485$371,767
X-10c Land, buildings and equipment, netStart of year $27,419,249$29,747,201
X-15 Other assetsStart of year $489,454$1,315,408
X-16 Total assetsStart of year $36,895,556$45,193,189
X-17 Accounts payable and accrued expensesStart of year $4,180,759$4,981,964
X-19 Deferred revenueStart of year $169,451$84,166
X-20 Tax-exempt bond liabilitiesStart of year $9,683,717$11,610,622
X-25 Other liabilitiesStart of year $67,377$5,589,208
X-26 Total liabilitiesStart of year $14,101,304$22,265,960
X-27 Net assets without donor restrictionsStart of year $15,644,932$15,882,204
X-28 Net assets with donor restrictionsStart of year $7,149,320$7,045,025
X-32 Total net assets or fund balancesStart of year $22,794,252$22,927,229
X-33 Total liabilities and net assetsStart of year $36,895,556$45,193,189
Part XI · Reconciliation of net assets $22,927,229 net assets at year end
XI-1 Total revenue$45,285,094
XI-2 Total expenses$45,152,117
XI-3 Revenue less expenses$132,977
XI-4 Net assets at start of year$22,794,252
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$22,927,229

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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