2017-05-01T09:43:01-05:00 2016-12-31 Kundinger Corder & Engle PC 475 Lincoln Street Suite 200 Denver CO 80203 990PF 2016-01-01 743082235 Colorado Health Institute COLO 3038314200 303 E Seventeenth Avenue No 930 Denver CO 80203 Michele Lueck President and CEO 3038314200 2017-05-01 1 Lori Anne Reinwald P01388434 3035345953 50.78.203.69 2017-05-01 08:42:45 MD P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2016 2021-01-29 14:40:06Z X X 8647104 X 4960051 6638 6638 6638 118560 591388 118560 118560 1127015 0 1127015 6212264 125198 1252213 360857 0 76533 284324 1605297 0 452557 1152740 412866 0 108713 304153 11186 0 0 11186 26500 0 0 26500 638151 0 29104 609047 137740 0 26735 187382 0 33869 153513 266972 0 57650 209322 19314 0 7970 11344 208457 0 47354 161103 3874722 0 840485 2923232 0 0 3874722 0 840485 2923232 2337542 125198 411728 719622 1725448 1725448 27335 1703821 1703821 499784 148468 499784 499784 4260012 3467413 4260012 4260012 45717 58412 58412 509761 1170472 784791 456757 385681 385681 13946 13946 13946 5389019 8647104 8647104 136330 457345 711833 256495 202269 392825 1371447 X 1459231 2061308 3536963 5214349 4996194 7275657 5389019 8647104 4996194 2337542 0 7333736 58079 7275657 Publicly traded securities 591388 472828 118560 118560 118560 118560 X 2016-05-12 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 1 1 0 0 1 www.coloradohealthinstitute.org Timothy Dunbar 3038314200 303 E Seventeenth Avenue Suite 930 Denver CO 80203 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 262571 33309 0 Timothy Dunbar 303 E Seventeenth Avenue Denver CO 80203 Director of Fianance & Adm 40.00 98286 11675 0 Amy Downs 303 E Seventeenth Avenue Denver CO 80203 Vice President 40.00 175274 18400 0 Deb Goeken 303 E Seventeenth Avenue Denver CO 80203 Vice President 40.00 160278 21105 0 Jeff Bontrager 303 E Seventeenth Avenue Denver CO 80203 Director of Research 40.00 116777 12979 0 Ashlie Brown 303 E Seventeenth Avenue Denver CO 80203 Director of SIM Exte 40.00 108885 11586 0 Sara Schmitt 303 E Seventeenth Avenue Denver CO 80203 Director of Communit 40.00 104056 16002 0 11 Social Science Research Solutions 53 West Baltimore Pike Media PA 19063 Healthcare Survey 174165 University of Colorado Denver 1250 14th Street Denver CO 80204 Colorado Health Observation Regional Data Service 101377 Denver Health & Hospital Authority 777 Bannock Street Denver CO 80204 Colorado Health Observation Regional Data Service 85479 0 See statement 9 2800651 0 0 1673977 0 1673977 0 0 1673977 25110 1648867 82443 X 2923232 0 2923232 0 2923232 2016-12-06 X 82443 0 0 0 82443 70077 0 0 0 70077 2923232 0 0 0 2923232 0 0 0 0 0 2923232 0 0 0 2923232 0 0 54962 0 0 0 54962 0 0 0 0 X 0 0 Contract Income 1077636 14 6638 18 118560 Other income 49379 0 125198 1127015 1252213 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. 0 0 0 0 0 0 0 0 0 0 X X 1 Caring for Colorado Foundation 4100 E Mississippi Ave Suite 605 Denver CO 80246 318000 X 2 The Colorado Health Foundation 1780 Pennsylvania Street Denver CO 80203 2436072 X 3 The Colorado Trust 1600 Sherman Street Denver CO 80203 1413380 X 4 Rose Community Foundation 600 S Cherry Street Suite 1200 Denver CO 80246 33571 X Kundinger Corder & Engle, P.C. 26500 0 0 26500 Leasehold improvements 212478 108098 SL 0.000000000000 0 0 0 Office Equipment 268759 112718 SL 0.000000000000 0 0 0 Furniture & Fixtures 599326 500303 SL 0.000000000000 0 0 0 Website 89909 63672 SL 0.000000000000 0 0 0 Summary of Direct Charitable Activities Form 990-PF, Part IX-A 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. Leasehold improvements 212478 108098 104380 Office Equipment 268759 112718 156041 Furniture & Fixtures 599326 500303 99023 Website 89909 63672 26237 Squire Patton Boggs LLP 10000 0 0 10000 Tuthill & Hughes, LLP 1186 0 0 1186 Rental Deposit 13946 13946 13946 Unrealized loss on investments 58079 Office expense 34437 0 7206 27231 Information technology 30886 0 5583 25303 Insurance 22581 0 4081 18500 Outreach 28957 0 5234 23723 Professional development 24495 0 4427 20068 Miscellaneous 67101 0 20823 46278 Contract Income 1077636 1077636 Other income 49379 49379 Deferred Rent 256495 202269 Zim Consulting 4350 0 0 4350 Annie Wohlgenant 30000 0 0 30000 Christine Esposito 19988 0 0 19988 Miles Consulting, Inc 18000 0 537 17463 Zoe Wohlgenant 7034 0 2482 4552 Platte River Networks 48856 0 17241 31615 Southwestern Colorado AHEC 4789 0 4789 0 Social Science Research Solutions 174165 0 0 174165 5280 Strategies 10000 0 3529 6471 Boulder County Public Health 7500 0 0 7500 Broomfield County Health and Human Services 7500 0 0 7500 Colorado Alliance for Health Equity and Practice 15000 0 0 15000 Colorado Community Managed Care Network 7500 0 0 7500 Clinica Family Health 7500 0 0 7500 Clinica Tepeyac 15000 0 0 15000 Colorado Coalition for the Homeless 7500 0 0 7500 Jefferson County Public Health Department 7500 0 0 7500 Kaiser Permanente 7623 0 0 7623 Metro Community Provider Network 7500 0 0 7500 Mental Health Center of Denver 35000 0 0 35000 Tri-County Health Department 7500 0 0 7500 University of Colorado Denver 101377 0 0 101377 Denver Health 85479 0 0 85479 Miscellaneous 1490 0 526 964 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