COLORADO HEALTH INSTITUTE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO HEALTH INSTITUTE (EIN 74-3082235)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-23
- IRS object ID
- 202432369349100603
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-23T11:05:57-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841255164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUNDINGER CORDER & MONTOYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 LINCOLN STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743082235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO HEALTH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 3038314200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 BROADWAY SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA SCHMITT | PersonNm |
| Person Title | PRES & CEO | PersonTitleTxt |
| Signature | 2024-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA MONTOYA | PreparerPersonNm |
| PTIN | P01363907 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2024-08-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,939,741 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,393,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $212,386 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $212,386 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $212,386 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $37,495 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $37,495 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $37,495 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $37,495 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | $4,554,429 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $4,554,429 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,197,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,881 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,804,310 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $519,313 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $68,716 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $450,596 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,742,964 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,957,022 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $770,087 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $484,646 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $135,961 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $348,685 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $111,719 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $111,719 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,007,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $1,770,108 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $230,946 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $73,377 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $617,534 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $192,355 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $479,162 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $160,979 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $86,629 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $74,350 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,683 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,683 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $749,975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $281,558 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $484,014 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,470,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,492,349 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,952,242 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,470,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,492,349 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,952,242 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$273,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $249,881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $311,961 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,395,585 | CashBOYAmt |
| Cash EOY | $1,759,207 | CashEOYAmt |
| Cash EOYFMV | $1,759,207 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,342,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,525,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,525,856 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,007,077 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,071,349 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,007,077 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,007,077 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $1,936,372 | PledgesRcvblBOYAmt |
| Prepaid Expenses BOY | $101,268 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $146,574 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $146,574 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,426,555 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,322,958 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $154,409 | LandBOYAmt |
| Land EOY | $103,597 | LandEOYAmt |
| Land EOYFMV | $103,597 | LandEOYFMVAmt |
| Other Assets BOY | $1,611,019 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,397,430 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,397,430 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,612,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,939,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,939,741 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $355,654 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $308,408 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,201,178 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,849,271 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,556,832 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,157,679 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,787,247 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,098,392 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,267,926 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,683,670 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,055,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,782,062 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,612,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,939,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,055,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$273,111 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,782,062 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,782,062 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 2016-05-12 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.COLORADOHEALTHINSTITUTE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRENTON GARBER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3038314200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 BROADWAY SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANGELINA SALAZAR | ||||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | CHAIR | 1.00 | $0 | $0 | $0 |
| VINCENT COLLINS MD | ||||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROB KAUFOLD | ||||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFFREY MOSER | ||||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAY RAMACHANDRAN | ||||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NATHAN SCHACHT ESQ | ||||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARA SCHMITT | ||||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | PRES & CEO | 40.00 | $256,081 | $28,456 | $0 |
| QUAN V NGHE | ||||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | MGING DIR, F | 40.00 | $113,834 | $26,299 | $0 |
| TRENTON GARBER | ||||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | MGING DIR, F | 40.00 | $149,398 | $15,580 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| KRISTI ARELLANO | |||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | MANAGING DIR | 40.00 | $195,727 | $22,262 |
| EMILY JOHNSON | |||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | DIRECTOR | 40.00 | $162,358 | $20,117 |
| BRIAN CLARK | |||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | DIRECTOR | 40.00 | $139,813 | $32,504 |
| ASHLIE BROWN | |||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | DIRECTOR | 40.00 | $151,049 | $20,039 |
| JEFF BONTRAGER | |||||||
| 1999 BROADWAY STE 600 | DENVER | CO | 80202 | DIRECTOR | 40.00 | $149,430 | $14,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 16 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WITTKIEFFER INC | |||||
| 2015 SPRING ROAD STE 510 | OAK BROOK | IL | 60523 | HR - CEO SEARCH | $145,784 |
| PAUL PRESKEN | |||||
| 5807 SOUTH KENTON ST | ENGLEWOOD | CO | 80111 | CONSULTING | $122,337 |
| APPLIED TECH SOLUTIONS LLC | |||||
| 203 S PATERSON ST STE 500 | MADISON | WI | 53703 | IT SUPPORT | $99,410 |
| ALTRUIC ADVISORS CPA | |||||
| 4088 WASHTENAW AVENUE | ANN ARBOR | MI | 48108 | ACCOUNTING | $79,319 |
| SUSAN HOWK | |||||
| 10751 TIMBERDASH AVE | HIGHLANDS RANCH | CO | 80126 | GRANT WORK | $66,885 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE COLORADO HEALTH INSTITUTE (CHI) BELIEVES THAT GOOD HEALTH POLICY LEADS TO A HEALTHIER COLORADO. EVERY DAY WE BRING RESEARCH, INSIGHT, AND EXPERTISE TO LEADERS ACROSS THE STATE BECAUSE INFORMED DECISIONS LEAD TO BETTER HEALTH FOR ALL. CHI IS A NOT-FOR-PROFIT CORPORATION ESTABLISHED IN NOVEMBER 2002, TO FILL A NEED FOR NONPARTISAN, INDEPENDENT DATA AND EVIDENCE-BASED ANALYSIS TO SUPPORT DECISION-MAKERS. TODAY, WE PROVIDE NOT JUST ANALYSIS AND DATA, BUT STRATEGIC PLANNING, FACILITATION, COMPLEX MODELING, EVALUATION, AND STRATEGIC COMMUNICATION. CHI IS SUPPORTED BY PHILANTHROPIC FUNDERS WHO SHARE OUR MISSION OF ADVANCING HEALTH AND HEALTH EQUITY THROUGH MISSION-DRIVEN COMMUNITY BENEFIT WORK, AS WELL AS STATE AGENCIES, HEALTH SYSTEMS, AND COMMUNITY PARTNERS IN BOTH HEALTH AND HEALTH-ADJACENT FIELDS, SUCH AS EARLY CHILDHOOD EDUCATION RESEARCH. IN 2023, CHI'S BOARD OF TRUSTEES WAS MADE UP OF FIVE TRUSTEES WHO REPRESENT A CROSS-SECTION OF HEALTH EXPERTISE AND OTHER COMMUNITY LEADERSHIP AND | Description1Txt |
| Expenses1 | $6,479,361 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,370,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,370,983 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,370,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,275,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,952,242 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $22,565 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,974,807 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2016-12-06 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $311,961 | CurrentYearAmt |
| Year1 | $249,673 | Year1Amt |
| Year3 | $188,963 | Year3Amt |
| Total | $750,597 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $265,167 | CurrentYearAmt |
| Year1 | $212,222 | Year1Amt |
| Year3 | $160,619 | Year3Amt |
| Total | $638,008 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,974,807 | CurrentYearAmt |
| Year1 | $3,522,384 | Year1Amt |
| Year2 | $3,916,540 | Year2Amt |
| Year3 | $3,384,494 | Year3Amt |
| Total | $13,798,225 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,974,807 | CurrentYearAmt |
| Year1 | $3,522,384 | Year1Amt |
| Year2 | $3,916,540 | Year2Amt |
| Year3 | $3,384,494 | Year3Amt |
| Total | $13,798,225 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $209,181 | CurrentYearAmt |
| Year1 | $166,449 | Year1Amt |
| Year2 | $144,606 | Year2Amt |
| Year3 | $125,975 | Year3Amt |
| Total | $646,211 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CONTRACT INCOME | $4,385,246 |
| CONFERENCE INCOME | $169,183 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,386 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $37,495 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $249,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,554,429 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,804,310 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | CONTRACT INCOME IS DERIVED FROM CONTRACTS TO PROVIDE HEALTH DATA AND ANALYSIS INFORMATION TO VARIOUS STATE AND LOCAL GOVERNMENT AGENCIES AS WELL AS MANY NOT-FOR-PROFIT ORGANIZATIONS THROUGHOUT COLORADO. |
| 1B | SEE STATEMENT 10. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (21 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| COLORADO DEPT OF PUBLIC HEALTH AND E | ||||||
| 1 | 4300 CHERRY CREEK DRIVE | DENVER | CO | 802461530 | $435,372 | Yes (X) |
| CHILDREN'S HOSPITAL COLORADO | ||||||
| 7 | 13123 E 16TH AVE B080 | AURORA | CO | 80045 | $6,600 | Yes (X) |
| NATIONAL JEWISH HEALTH | ||||||
| 13 | 1400 JACKSON ST | DENVER | CO | 80206 | $6,600 | Yes (X) |
| ZOMA FOUNDATION | ||||||
| 19 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $125,000 | Yes (X) |
| COLORADO HEALTH FOUNDATION | ||||||
| 2 | 1780 PENNSYLVANIA ST | DENVER | CO | 80203 | $400,000 | Yes (X) |
| CENTURA HEALTH | ||||||
| 8 | PO BOC 372660 | DENVER | CO | 80237 | $67,000 | Yes (X) |
| UCHEALTH | ||||||
| 14 | 3513 BRIGHTON BLVD | DENVER | CO | 80216 | $6,600 | Yes (X) |
| ROBERT WOOD JOHNSON FOUNDATION | ||||||
| 20 | 50 COLLEGE RD E | PRINCETON | NJ | 08540 | $106,760 | Yes (X) |
| WEPAY | ||||||
| 3 | 3223 HANOVER ST | PALO ALTO | CA | 94304 | $9,235 | Yes (X) |
| COLORADO COMMUNITY HEALTH ALLIANCE | ||||||
| 9 | PO BOX 13406 | DENVER | CO | 80202 | $5,000 | Yes (X) |
| BOULDER COUNTY PUBLIC HEALTH | ||||||
| 15 | 3450 BROADWAY | BOULDER | CO | 80601 | $5,000 | Yes (X) |
| CARING FOR COLORADO | ||||||
| 21 | 1635 W 13TH AVE SUITE 303 | DENVER | CO | 80204 | $30,000 | Yes (X) |
| BOULDER COUNTY PUBLIC HEALTH | ||||||
| 4 | 3450 BROADWAY | BOULDER | CO | 80304 | $6,600 | Yes (X) |
| HEALTHONE | ||||||
| 10 | 4900 S MONACO ST | DENVER | CO | 80237 | $6,600 | Yes (X) |
| ADAMS COUN TY HEALTH DEPARTMENT | ||||||
| 16 | 4430 S ADAMS COUNTY PKWY | BRIGHTON | CO | 80601 | $26,154 | Yes (X) |
| THE DENVER FOUNDATION | ||||||
| 5 | 1009 GRANT STREET | DENVER | CO | 80203 | $931,200 | Yes (X) |
| INTERMOUNTAIN HEALTH | ||||||
| 11 | PO BOX 1010 | LAFAYETTE | CO | 80026 | $6,600 | Yes (X) |
| COLORADO ACCESS | ||||||
| 17 | 111000 E BETHANY DR | AURORA | CO | 80014 | $177,310 | Yes (X) |
| BROOMFIELD DEPT OF PUBLIC HEALTH E | ||||||
| 6 | 100 SPADER WAY | BROOMFIELD | CO | 80020 | $6,600 | Yes (X) |
| KAISER PERMANENTE OF COLORADO | ||||||
| 12 | 1835 N FRANKLIN ST | DENVER | CO | 80218 | $6,600 | Yes (X) |
| DENVER HEALTH | ||||||
| 18 | 601 N BROADWAY | DENVER | CO | 80203 | $6,600 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, BOOKKEEPING & AUDIT | CategoryTxt |
| Amt | $111,719 | Amt |
| Disbursements Charitable Prps | $111,719 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $73,377 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $31,676 | $15,084 | $16,592 | $16,592 |
| FURNITURE AND FIXTURES | $433,753 | $370,243 | $63,510 | $63,510 |
| OFFICE EQUIPMENT, COMPUTER SOFTWARE | $902,651 | $879,950 | $22,701 | $22,701 |
| WEBSITE | $58,475 | $57,681 | $794 | $794 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RENTAL DEPOSIT | $100,000 | $100,000 | $100,000 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $1,511,019 | $1,297,430 | $1,297,430 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES | $120,465 | $11,079 | $109,386 |
| TELEPHONE/INTERNET | $88,198 | $88,198 | |
| INSURANCE | $36,012 | $36,012 | |
| OUTREACH | $2,226 | $2,226 | |
| PROFESSIONAL DEVELOPMENT | $21,405 | $21,405 | |
| MISCELLANEOUS | $481,669 | $270,479 | $226,787 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CONTRACT INCOME | $4,385,246 | $4,385,246 |
| CONFERENCE INCOME | $169,183 | $169,183 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | ||
| REFUNDABLE ADVANCES, UNEARNED REV | $550,000 | $425,000 |
| OPERATING LEASE LIABILITY | $1,651,178 | $1,424,271 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT SUPPORT | $109,346 | $300 | $109,046 |
| CONSULTING FEES | $1,517,892 | $1,389,515 | $121,900 |
| SUBCONTRACTOR FEES | $380,293 | $380,293 |