COLORADO HEALTH INSTITUTE: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO HEALTH INSTITUTE (EIN 74-3082235)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-01
- IRS object ID
- 201711219349100106
- Schema version
- 2016v3.0
- 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
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-01T09:43:01-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kundinger Corder & Engle 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 | 2016-01-01 | 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 | 303 E Seventeenth Avenue No 930 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michele Lueck | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 3038314200 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori Anne Reinwald | PreparerPersonNm |
| PTIN | P01388434 | PTIN |
| Phone | 3035345953 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.78.203.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-01 | IPDt |
| IP Tm | 08:42:45 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,647,104 | 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 | $4,960,051 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,638 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,638 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $591,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,560 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $118,560 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,127,015 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,127,015 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,212,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,198 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,252,213 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $360,857 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $76,533 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $284,324 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,605,297 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $452,557 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,152,740 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $412,866 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $108,713 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $304,153 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,186 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,186 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $638,151 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $29,104 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $609,047 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $137,740 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $26,735 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $187,382 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $33,869 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $153,513 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $266,972 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $57,650 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $209,322 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $19,314 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $7,970 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $11,344 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $208,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $47,354 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $161,103 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,874,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $840,485 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,923,232 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,874,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $840,485 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,923,232 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,337,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $411,728 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $719,622 | CashBOYAmt |
| Cash EOY | $1,725,448 | CashEOYAmt |
| Cash EOYFMV | $1,725,448 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,335 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,703,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,703,821 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $499,784 | AcctRcvblAmt |
| Acct Rcvbl BOY | $148,468 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $499,784 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $499,784 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $4,260,012 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $3,467,413 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $4,260,012 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $4,260,012 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $45,717 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $58,412 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $58,412 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $509,761 | OtherInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $1,170,472 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $784,791 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $456,757 | LandBOYAmt |
| Land EOY | $385,681 | LandEOYAmt |
| Land EOYFMV | $385,681 | LandEOYFMVAmt |
| Other Assets BOY | $13,946 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,946 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,946 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,389,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,647,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,647,104 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $136,330 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $457,345 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $711,833 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $256,495 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $202,269 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $392,825 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,371,447 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,459,231 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,061,308 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $3,536,963 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $5,214,349 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,996,194 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,275,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,389,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,647,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,996,194 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,337,542 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,333,736 | SubtotalAmt |
| Other Decreases | $58,079 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,275,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $591,388 | GrossSalesPriceAmt |
| Cost Or Other Basis | $472,828 | CostOrOtherBasisAmt |
| Gain Or Loss | $118,560 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $118,560 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,560 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $118,560 | NetShortTermCapitalGainLossAmt |
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 |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.coloradohealthinstitute.org | WebsiteAddressTxt |
| Individual With Books | Timothy Dunbar | IndividualWithBooksNm |
| Phone | 3038314200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 E Seventeenth Avenue Suite 930 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| Ruth N Benton | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Board Chairman | 1.00 | $0 | $0 | $0 |
| Bruce Cooper MD | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Vice Chair | 1.00 | $0 | $0 | $0 |
| Leo Tokar | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Treasurer | 1.00 | $0 | $0 | $0 |
| James M Beaudry | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Trustee | 1.00 | $0 | $0 | $0 |
| Arthur Davidson MD | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Trustee | 1.00 | $0 | $0 | $0 |
| Kay Ramachandran | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Trustee | 1.00 | $0 | $0 | $0 |
| Linda Reiner | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Trustee | 1.00 | $0 | $0 | $0 |
| Shale Wong MD | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Trustee | 1.00 | $0 | $0 | $0 |
| Christine Woolsey | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Trustee | 1.00 | $0 | $0 | $0 |
| Michele Lueck | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | President & CEO | 40.00 | $262,571 | $33,309 | $0 |
| Timothy Dunbar | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Director of Fianance & Adm | 40.00 | $98,286 | $11,675 | $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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Amy Downs | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Vice President | 40.00 | $175,274 | $18,400 | $0 |
| Deb Goeken | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Vice President | 40.00 | $160,278 | $21,105 | $0 |
| Jeff Bontrager | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Director of Research | 40.00 | $116,777 | $12,979 | $0 |
| Ashlie Brown | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Director of SIM Exte | 40.00 | $108,885 | $11,586 | $0 |
| Sara Schmitt | ||||||||
| 303 E Seventeenth Avenue | Denver | CO | 80203 | Director of Communit | 40.00 | $104,056 | $16,002 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Social Science Research Solutions | |||||
| 53 West Baltimore Pike | Media | PA | 19063 | Healthcare Survey | $174,165 |
| University of Colorado Denver | |||||
| 1250 14th Street | Denver | CO | 80204 | Colorado Health Observation Regional Data Service | $101,377 |
| Denver Health & Hospital Authority | |||||
| 777 Bannock Street | Denver | CO | 80204 | Colorado Health Observation Regional Data Service | $85,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See statement 9 | Description1Txt |
| Expenses1 | $2,800,651 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,673,977 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,673,977 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,673,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,648,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,923,232 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,923,232 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,923,232 | AdjustedQualifyingDistriAmt |
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 | $82,443 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $82,443 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $70,077 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $70,077 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,923,232 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $2,923,232 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,923,232 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $2,923,232 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $54,962 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $54,962 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contract Income | Desc |
| Related Or Exempt Function Incm | $1,077,636 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,638 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,560 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Related Or Exempt Function Incm | $49,379 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,198 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,127,015 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,252,213 | 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. |
| 11a | Other income primarily consists of conference registrations for the bi-annual health information conference CHI organizes. The remaining income is a reimbursement for administrative services provided to another not-for-profit health related organization. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Caring for Colorado Foundation | ||||||
| 1 | 4100 E Mississippi Ave Suite 605 | Denver | CO | 80246 | $318,000 | Yes (X) |
| The Colorado Health Foundation | ||||||
| 2 | 1780 Pennsylvania Street | Denver | CO | 80203 | $2,436,072 | Yes (X) |
| The Colorado Trust | ||||||
| 3 | 1600 Sherman Street | Denver | CO | 80203 | $1,413,380 | Yes (X) |
| Rose Community Foundation | ||||||
| 4 | 600 S Cherry Street Suite 1200 | Denver | CO | 80246 | $33,571 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kundinger Corder & Engle, P.C. | CategoryTxt |
| Amt | $26,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| Leasehold improvements | $212,478 | $108,098 | SL | 0.000000000000 | $0 | $0 | $0 |
| Office Equipment | $268,759 | $112,718 | SL | 0.000000000000 | $0 | $0 | $0 |
| Furniture & Fixtures | $599,326 | $500,303 | SL | 0.000000000000 | $0 | $0 | $0 |
| Website | $89,909 | $63,672 | SL | 0.000000000000 | $0 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Summary of Direct Charitable Activities | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Part IX-A | FormAndLineReferenceDesc |
| Medium Explanation | Colorado Health Institute (the Institute) is a not-for-profit corporation established on November 12, 2002 to advance the overall health of the people of Colorado by serving as an independent and impartial source of reliable and relevant health related information to policy makers, funding organizations, health planners, the business and nonprofit communities, consumer groups, health care providers, and the media. The Institute was established through three equal grants totaling $5,700,000 from Caring for Colorado Foundation, The Colorado Trust, and Rose Community Foundation. These foundations and The Colorado Health Foundation (collectively, the Four Foundations) continue to provide funding for future operations. The Institute receives a majority of its grant support primarily from four foundations (the "four foundations") in Denver, though these foundations support organizations throughout Colorado. One of these foundations is a public foundation, and the other three are private foundations. Other funding is received from contracts. Some of these contracts are from the "four foundations." However, in 2016, the Institute had contract work with seventeen other entities, including the State of Colorado, with the remaining contracts being largely with other not-for-profit organizations or local public agencies. In 2016, the Institute's board of trustees was made up of eight trustees that represent experts in the field of health as well as community leaders. Seven of the eight trustees have no affiliation to the private foundations that provide the Institute support.The Institute provides continuous health data and research at no charge to the public through its website, and also through many projects in collaboration with the State of Colorado and other stakeholders in the public health arena. Additionally, the Institute offers other health organizations meeting space at no charge and often hosts gatherings with many public stakeholders. The Institute's purpose is to provide health education and research, much of which is disseminated through their own website. In 2016, the Institute responded to 594 information requests from the public and gave 184 public presentations.The Institute's programs provide evidence-based analysis and expertise on health care policy to legislators and policymakers, leading health organizations as well as health foundations in the State of Colorado. | MediumExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Leasehold improvements | $212,478 | $108,098 | $104,380 |
| Office Equipment | $268,759 | $112,718 | $156,041 |
| Furniture & Fixtures | $599,326 | $500,303 | $99,023 |
| Website | $89,909 | $63,672 | $26,237 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Squire Patton Boggs LLP | $10,000 | $0 | $0 | $10,000 |
| Tuthill & Hughes, LLP | $1,186 | $0 | $0 | $1,186 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Deposit | Desc |
| BOY Book Value | $13,946 | BOYBookValueAmt |
| EOY Book Value | $13,946 | EOYBookValueAmt |
| EOYFMV | $13,946 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss on investments | Desc |
| Amt | $58,079 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Office expense | $34,437 | $0 | $7,206 | $27,231 |
| Information technology | $30,886 | $0 | $5,583 | $25,303 |
| Insurance | $22,581 | $0 | $4,081 | $18,500 |
| Outreach | $28,957 | $0 | $5,234 | $23,723 |
| Professional development | $24,495 | $0 | $4,427 | $20,068 |
| Miscellaneous | $67,101 | $0 | $20,823 | $46,278 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Contract Income | $1,077,636 | $1,077,636 |
| Other income | $49,379 | $49,379 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Rent | Desc |
| BOY Book Value | $256,495 | BOYBookValueAmt |
| EOY Book Value | $202,269 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (24 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Zim Consulting | $4,350 | $0 | $0 | $4,350 |
| Annie Wohlgenant | $30,000 | $0 | $0 | $30,000 |
| Christine Esposito | $19,988 | $0 | $0 | $19,988 |
| Miles Consulting, Inc | $18,000 | $0 | $537 | $17,463 |
| Zoe Wohlgenant | $7,034 | $0 | $2,482 | $4,552 |
| Platte River Networks | $48,856 | $0 | $17,241 | $31,615 |
| Southwestern Colorado AHEC | $4,789 | $0 | $4,789 | $0 |
| Social Science Research Solutions | $174,165 | $0 | $0 | $174,165 |
| 5280 Strategies | $10,000 | $0 | $3,529 | $6,471 |
| Boulder County Public Health | $7,500 | $0 | $0 | $7,500 |
| Broomfield County Health and Human Services | $7,500 | $0 | $0 | $7,500 |
| Colorado Alliance for Health Equity and Practice | $15,000 | $0 | $0 | $15,000 |
| Colorado Community Managed Care Network | $7,500 | $0 | $0 | $7,500 |
| Clinica Family Health | $7,500 | $0 | $0 | $7,500 |
| Clinica Tepeyac | $15,000 | $0 | $0 | $15,000 |
| Colorado Coalition for the Homeless | $7,500 | $0 | $0 | $7,500 |
| Jefferson County Public Health Department | $7,500 | $0 | $0 | $7,500 |
| Kaiser Permanente | $7,623 | $0 | $0 | $7,623 |
| Metro Community Provider Network | $7,500 | $0 | $0 | $7,500 |
| Mental Health Center of Denver | $35,000 | $0 | $0 | $35,000 |
| Tri-County Health Department | $7,500 | $0 | $0 | $7,500 |
| University of Colorado Denver | $101,377 | $0 | $0 | $101,377 |
| Denver Health | $85,479 | $0 | $0 | $85,479 |
| Miscellaneous | $1,490 | $0 | $526 | $964 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Caring for Colorado | |||
| 4100 E Mississippi Ave Suite 605 | Denver | CO | 80246 |
| The Colorado Trust | |||
| 1600 Sherman Street | Denver | CO | 80203 |
| The Colorado Health Foundation | |||
| 1780 Pennsylvania Street | Denver | CO | 80203 |