2024-09-25T14:14:09-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2022-01-01 862878952 CONTEXTURE CORH 7202853200 2000 S COLORADO BLVD 12000 DENVER CO 80222 TINA HOGEMAN CFO 7202853200 2024-09-16 1 1 MELISSA HANGSLEBEN P02087031 6022662248 2024-09-16 2022 2024-08-08 14:25:15Z X MELISSA KOTRYS 2000 S COLORADO BLVD 12000 DENVER CO 80222 9416990 0 X WWW.CONTEXTURE.ORG X 2021 CO ADVANCING INDIVIDUAL AND COMMUNITY HEALTH AND WELLNESS THROUGH THE DELIVERY OF ACTIONABLE INFORMATION AND ANALYSIS. 18 18 246 22 0 0 0 0 0 9089545 0 327445 0 0 0 9416990 0 0 0 0 0 6299896 0 0 0 0 2870049 0 9169945 0 247045 5000200 45043228 0 7459852 5000200 37583376 X ADVANCING INDIVIDUAL AND COMMUNITY HEALTH AND WELLNESS THROUGH THE DELIVERY OF ACTIONABLE INFORMATION AND ANALYSIS. 1 0 0 0 5056675 HIE SERVICES FOR HEALTH CARE ORGANIZATIONS:MANAGEMENT SERVICES WERE PROVIDED RELATED TO THE HEALTH INFORMATION EXCHANGE SERVICES AND SOLUTIONS THAT ARE DELIVERED TO OVER 2,000 HEALTHCARE ORGANIZATIONS ACROSS ARIZONA AND COLORADO. THIS INCLUDES SOLUTIONS SUCH AS BI-DIRECTIONAL ELECTRONIC INTERFACES, ALERTS AND NOTIFICATIONS, PORTAL ACCESS, ELECTRONIC DELIVERY OF LAB AND OTHER CLINICAL RESULTS, PUBLIC HEALTH REPORTING AND DATA REPORTS AND ANALYTICS. 0 0 4032870 STATE AGENCY HEALTH INFORMATION TECHNOLOGY & EXCHANGE (HIT/HIE) SUPPORT:MANAGEMENT SERVICES WERE PROVIDED RELATED TO A VARIETY OF STATE PROGRAMS AND INITIATIVES, INCLUDING BUT NOT LIMITED TO IDENTITY MANAGEMENT SERVICES, ELECTRONIC CLINICAL QUALITY MEASUREMENT REPORTING AND TECHNICAL ASSISTANCE TO SUPPORT ALTERNATIVE PAYMENT MODELS, HEALTH INFORMATION EXCHANGE ONBOARDING OF MEDICAID PROVIDERS, REPORTS AND ANALYTICS, PUBLIC HEALTH REPORTING AND CLAIMS DATA DASHBOARDS DEVELOPMENT AND IMPLEMENTATION. 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 41 0 1 246 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TINA HOGEMAN 7202853200 2000 S COLORADO BLVD 12000 DENVER CO 80222 LISA BROWN CHAIR (THRU 3/22/22) 1.00 0.00 X X 0 0 0 PATRICK GUFFEY CHAIR 1.00 0.00 X X 0 0 0 NANCY JOHNSON VICE CHAIR (THRU 9/30/22) 1.00 0.00 X X 0 0 0 APRIL RHODES VICE CHAIR 1.00 0.00 X X 0 0 0 JAMI SNYDER SECRETARY 1.00 0.00 X X 0 0 0 ADAM BEAN TREASURER (THRU 8/15/22) 1.00 0.00 X X 0 0 0 BRIAN TURNER TREASURER 1.00 0.00 X X 0 0 0 DAVID DEXTER OFFICER-AT-LARGE 1.00 0.00 X X 0 0 0 ALEXIS SGOUROS OFFICER-AT-LARGE 1.00 0.00 X X 0 0 0 LORRY BOTTRILL DIRECTOR 1.00 0.00 X 0 0 0 CARMEN HEREDIA DIRECTOR 1.00 0.00 X 0 0 0 STEVE HESS DIRECTOR 1.00 0.00 X 0 0 0 SHERILYN JACKSON DIRECTOR 1.00 0.00 X 0 0 0 DON KANE DIRECTOR 1.00 0.00 X 0 0 0 PAULA KAUTZMANN DIRECTOR 1.00 0.00 X 0 0 0 HEIDI KEMMER DIRECTOR 1.00 0.00 X 0 0 0 SOPHIA MEHARENA DIRECTOR 1.00 0.00 X 0 0 0 MARK RADLAUER DIRECTOR 1.00 0.00 X 0 0 0 KELLY SUMMERS DIRECTOR 1.00 0.00 X 0 0 0 DARLENE TAD-Y DIRECTOR (THRU 7/27/22) 1.00 0.00 X 0 0 0 CHRIS UNDERWOOD DIRECTOR 1.00 0.00 X 0 0 0 DEANNA WISE DIRECTOR 1.00 0.00 X 0 0 0 MELISSA A KOTRYS CHIEF EXECUTIVE OFFICER 60.00 2.00 X 368160 0 33090 TIMOTHY DUNBAR CHIEF FINANCIAL OFFICER 50.00 2.00 X 242547 0 14521 MORGAN G HONEA EXECUTIVE VICE PRESIDENT AND COO 60.00 2.00 X 306118 0 28862 SHARON BURDETT SENIOR VP, HUMAN RESOURCES 50.00 0.00 X 224445 0 27341 CHRISTINA DYE CHIEF BUSINESS DEVELOPMENT OFFICER 50.00 0.00 X 277263 0 17034 DAYTON HARBO DEPUTY CHIEF INFORMATION OFFICER 50.00 0.00 X 191690 0 20571 ANNE HARRINGTON CHIEF LEGAL & PRIVACY OFFICER 50.00 0.00 X 261719 0 16692 MATTHEW ISIOGU SVP OF INNOVATION 50.00 0.00 X 220942 0 29258 KELLY JOINES CHIEF STRATEGY OFFICER 50.00 0.00 X 248125 0 19909 DEANNA RENEE TOWNE CHIEF INFORMATION OFFICER 50.00 0.00 X 246824 0 36283 ALFRITCH ANDERSON JR VP, SECURITY 50.00 0.00 X 161202 0 10098 ALAINA DESNOYERS DIRECTOR, SALES 50.00 0.00 X 248700 0 14335 ERIK MEREDITH VP, APPLICATION DEV & SUPPORT 50.00 0.00 X 156285 0 27579 CATELYN NGUYEN VP, CUSTOMER OPERATIONS & SVC MGT 50.00 0.00 X 171797 0 20883 KIRSTIN AIMEE SMITH SENIOR SALES MANAGER 50.00 0.00 X 158662 0 11363 3484479 0 327819 73 0 1 0 WORKPLACE ELEMENTS LLC 2501 BLAKE ST DENVER CO 80205 FURNITURE DELIVERY & INSTALLATION 701784 COPPERSMITH BROCKELMAN PLC 2800 N CENTRAL AVE SUITE 1900 PHOENIX AZ 85004 OUTSIDE LEGAL COUNCIL 223348 MGT OF AMERICA LLC 4320 WEST KENNEDY BLVD SUITE 200 TAMPA FL 33609 BUSINESS CONSULTING 219456 MICHAEL T MOTE 15320 CLEARVIEW LANE URBANDALE IA 50323 BUSINESS CONSULTING 195000 RSM US LLP 331 WEST 3RD ST SUITE 200 DAVENPORT IA 52801 IT APPLICATION CONSULTING 169496 7 MANAGEMENT FEE INCOME 900099 9089545 9089545 9089545 327445 327445 9416990 9089545 0 327445 2831394 2831394 2557585 2557585 130778 130778 425042 425042 355097 355097 98555 98555 304214 304214 21000 21000 423721 423721 44421 44421 128229 128229 194998 194998 65291 65291 51826 51826 581664 581664 DEVELOPMENT & RECRUITIN 388141 388141 MISCELLANEOUS 296179 296179 BAD DEBT EXPENSE 271810 271810 9169945 0 9169945 0 5000200 8061429 5029206 1295245 1563539 4433416 77419 0 4355997 22198981 276251 0 2262580 5000200 45043228 5149958 0 2309894 0 7459852 X 5000200 37583376 5000200 37583376 5000200 45043228 X 247045 -661251 32997382 X X 0 1 X 1 0 X 9089545 9089545 9089545 9089545 0 0 0 9089545 327445 327445 327445 327445 9416990 9416990 X 21000 21000 9148945 9169945 608497 152124 0 0 608497 608497 912746 21000 21000 152124 152124 228186 21000 21000 147578 10944 136634 4285838 66475 4219363 4355997 RIGHT OF USE ASSET - OPERATING 2262580 2262580 LEASE LIABILITY - OPERATING 2309894 2309894 X PART X, LINE 2: INCOME TAXES ARE NOT PROVIDED FOR IN THE FINANCIAL STATEMENTS, SINCE CONTEXTURE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE ORGANIZATION IS SUBJECT TO BOTH FEDERAL AND STATE INCOME TAXES ON INCOME GENERATED FROM UNRELATED BUSINESS INCOME, IF ANY, CONDUCTED THROUGH THE ORGANIZATION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022. X X X X X 1 0 0 1 0 1 0 0 0 MELISSA A KOTRYS CHIEF EXECUTIVE OFFICER 279418 0 87897 0 845 0 18300 0 14790 0 401250 0 0 0 MORGAN G HONEA EXECUTIVE VICE PRESIDENT AND COO 264113 0 41282 0 723 0 16918 0 11944 0 334980 0 0 0 CHRISTINA DYE CHIEF BUSINESS DEVELOPMENT OFFICER 170581 0 15745 0 90937 0 10137 0 6897 0 294297 0 0 0 DEANNA RENEE TOWNE CHIEF INFORMATION OFFICER 205857 0 40031 0 936 0 15259 0 21024 0 283107 0 0 0 ANNE HARRINGTON CHIEF LEGAL & PRIVACY OFFICER 221021 0 40198 0 500 0 12445 0 4247 0 278411 0 0 0 KELLY JOINES CHIEF STRATEGY OFFICER 207288 0 39867 0 970 0 10678 0 9231 0 268034 0 0 0 ALAINA DESNOYERS DIRECTOR, SALES 127339 0 120307 0 1054 0 10474 0 3861 0 263035 0 0 0 TIMOTHY DUNBAR CHIEF FINANCIAL OFFICER 201278 0 40299 0 970 0 12379 0 2142 0 257068 0 0 0 SHARON BURDETT SENIOR VP, HUMAN RESOURCES 183662 0 39520 0 1263 0 13923 0 13418 0 251786 0 0 0 MATTHEW ISIOGU SVP OF INNOVATION 181266 0 39520 0 156 0 13923 0 15335 0 250200 0 0 0 DAYTON HARBO DEPUTY CHIEF INFORMATION OFFICER 176569 0 14645 0 476 0 11568 0 9003 0 212261 0 0 0 CATELYN NGUYEN VP, CUSTOMER OPERATIONS & SVC MGT 157197 0 13755 0 845 0 10422 0 10461 0 192680 0 0 0 ERIK MEREDITH VP, APPLICATION DEV & SUPPORT 141888 0 13476 0 921 0 9692 0 17887 0 183864 0 0 0 ALFRITCH ANDERSON JR VP, SECURITY 132361 0 13075 0 15766 0 8726 0 1372 0 171300 0 0 0 KIRSTIN AIMEE SMITH SENIOR SALES MANAGER 87477 0 70336 0 849 0 9510 0 1853 0 170025 0 0 0 PART I, LINE 4A CHRISTINA DYE RECEIVED A SEVERANCE PAYMENT OF $90,000 DURING CALENDAR 2022. PART I, LINE 5 THE ORGANIZATION PAID TWO EMPLOYEES INCENTIVES WHICH WERE BASED ON HIE SUBSCRIPTION SALES. PART I, LINE 6 THE ORGANIZATION PAID THEIR OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES BOTH YEAR-END AND QUARTERLY BONUSES BASED ON QUARTERLY AND ANNUAL FINANCIAL PERFORMANCE. FORM 990, PART III, LINE 2 THE HIE SERVICES FOR HEALTH CARE ORGANIZATIONS AND STATE AGENCY HEALTH INFORMATION TECHNOLOGY & EXCHANGE (HIT/HIE) SUPPORT PROGRAMS STARTED IN THE CURRENT YEAR. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WHICH SHALL CONSIST OF THE BOARD-APPOINTED OFFICERS OF THE CORPORATION WHO ARE ALSO DIRECTORS, INCLUDING THE EX OFFICIO NON-VOTING MEMBERS OF THE BOARD WHO SHALL BE NON-VOTING MEMBERS OF THE EXECUTIVE COMMITTEE, AND UP TO TWO AT-LARGE DIRECTORS, AS APPOINTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE PERIOD BETWEEN BOARD MEETINGS, SUBJECT TO ANY LIMITATIONS IMPOSED BY THE BOARD OF DIRECTORS, BY THE BYLAWS (INCLUDING IN SECTIONS 1.4(B) AND 1.6 (A)(IV), OR BY THE LAW. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS REGARDING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES OF THE BOARD OF DIRECTORS SHALL CONTAIN THE NAMES OF THE PERSONS, THE NATURE OF THE FINANCIAL INTEREST AND DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. TO ENSURE THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE A REVIEW OF WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENT FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE ENTIRE BOARD. AN OUTSIDE CONSULTANT PROVIDED A BENCHMARK SURVEY FOR ALL EXECUTIVE POSITIONS WHICH WAS USED TO DETERMINE IF SALARIES ARE IN PROPER RANGES. THIS WAS THEN DOCUMENTED IN THE CEO'S PERSONNEL FILE. NEW OR RECLASSIFIED POSITIONS ARE REVIEWED BY THE MANAGER AND DIRECTOR OF HUMAN RESOURCES TO EVALUATE THE DUTIES AND SEE IF ADJUSTMENTS ARE NECESSARY. AN OUTSIDE CONSULTANT PREPARED A COMPREHENSIVE SALARY ANALYSIS OF ALL POSITIONS WITHIN THE ORGANIZATION (EXCEPT EXECUTIVE LEADERSHIP) AND ASSIGNED A PAY GRADE TO EACH JOB TITLE. COMPA RATIOS ARE USED TO DETERMINE INDIVIDUAL SALARIES AND ANY INCREASES ARE DETERMINED THROUGH ANNUAL PERFORMANCE EVALUATIONS. EVALUATIONS ARE DOCUMENTED AND KEPT IN THE EMPLOYEE'S PERSONNEL FILE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. 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 XI, LINE 9: CAPITAL TRANSFER TO PARENT 32,997,382. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE YEAR. CONTEXTURE LLC 2000 S COLORADO BLVD STE 12000 DENVER CO 80222 872742463 ADMIN HUB CO 0 0 CONTEXTURE HEALTH CURRENT 2901 N CENTRAL AVE STE 1100 PHOENIX AZ 85012 208381131 HEALTH INFORMATION EXCHANGE AZ 501(C)(3) LINE 7 CONTEXTURE 1 COLORADO REGIONAL HEALTH INFORMATION ORGANIZATION 2000 S COLORADO BLVD STE 12000 DENVER CO 80222 300558038 HEALTH INFORMATION EXCHANGE CO 501(C)(3) LINE 10 CONTEXTURE 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 HEALTH CURRENT L 5056675 COST COLORADO REGIONAL HEALTH INFORMATION ORGANIZATION L 4032870 COST SCHEDULE R, PART II, COLUMN F IN SEPTEMBER 2020, TWO ENTITIES (COLORADO REGIONAL HEALTH INFORMATION ORGANIZATION (CORHIO) AND HEALTH CURRENT) WITH HEALTH INFORMATION EXCHANGES ENTERED INTO A LETTER OF INTENT REGARDING A PROPOSED AFFILIATION AGREEMENT. THE AFFILIATION AGREEMENT IMPROVES EACH ORGANIZATIONS' ABILITY TO SERVE THEIR RESPECTIVE COMMUNITIES BY LEVERAGING THE COMBINED EXPERTISE, CREATING A LARGER REGIONAL DATA UTILITY TO IMPROVE PUBLIC AND POPULATION HEALTH, AND OPENING BROADER REVENUE OPPORTUNITIES FOR DEEPER COMMUNITY-LEVEL SERVICES AND SUSTAINABILITY. BOTH ORGANIZATIONS' BOARDS OF DIRECTORS APPROVED THE AFFILIATION AGREEMENT TO BE EFFECTIVE AS OF JULY 1, 2021, ESTABLISHING CONTEXTURE. BOTH ENTITIES HAVE MAINTAINED THEIR SEPARATE TAX-EXEMPT STATUS. EFFECTIVE JULY 1, 2021, THE PARENT ORGANIZATION CONTEXTURE WAS ESTABLISHED AND BECAME THE SOLE MEMBER OF HEALTH CURRENT AND CORHIO. EFFECTIVE JANUARY 1, 2022, CONTEXTURE ESTABLISHED CONTEXTURE, LLC AS AN ADMINISTRATIVE HUB HOUSING THE FINANCIAL ADMINISTRATION AND EMPLOYEES OF THE TWO ENTITIES. THE ACTIVITIES OF CONTEXTURE LLC, COLORADO REGIONAL HEALTH INFORMATION ORGANIZATION AND HEALTH CURRENT HAVE BEEN CONSOLIDATED WITHIN CONTEXTURE, AS CONTEXTURE EXERCISES CONTROL OVER THESE ENTITIES.