2018-05-09T14:13:26-05:00 2017-06-30 Kundinger Corder & Engle PC 475 Lincoln Street Suite 200 Denver CO 80203 990 2016-07-01 453733823 Colorado Health Benefit Exchange COLO 7204962530 3773 Cherry Creek N Dr No 1025 Denver CO 80209 Kevin Patterson CEO 7204962530 2018-05-08 1 Steve Corder P01363943 3035345953 2016 2022-09-23 18:48:47Z Connect for Health Colorado Kevin Patterson 3773 Cherry Creek N Dr No 1025 Denver CO 80209 47496011 0 X www.connectforhealthco.com X Unincorporated Association 2011 CO The mission of Connect for Health Colorado is to increase access, affordability, and choice for individuals and small employers purchasing health insurance in Colorado. Connect for Health Colorado is intended to reflect the needs of our state, seek Colorado-specific solutions, and explore the maximum number of options available to the state of Colorado in meeting the goals of access, affordability, and choice. 9 9 106 12 0 0 13410502 10423710 31843075 37059750 22950 5614 109772 6937 45386299 47496011 2617185 2369240 0 0 7361567 8323745 0 0 7437 48733598 46906137 58712350 57599122 -13326051 -10103111 60518339 51018419 4310066 4913257 56208273 46105162 X See Schedule OThe mission of Connect for Health Colorado is to increase access, affordability, and choice for individuals and small employers purchasing health insurance in Colorado. Connect for Health Colorado is intended to reflect the needs of our state, seek Colorado-specific solutions, and explore the maximum number of options available to the state of Colorado in meeting the goals of access, affordability, and choice. 0 0 54636080 2369240 37066687 The number of Coloradans selecting a health plan through the individual Marketplace during the last open enrollment increased by 5% year over year (169,000 compared to 178,000). Coloradans from every county in our state signed up for medical coverage through the Marketplace. Additionally, as of June 2017, 442 small businesses provided coverage to 2,950 employees through enrollment in the SHOP program. For the 2016 plan year, C4HCO helped return $318 million to Coloradans through Advance Premium Tax Credits. Over sixty percent of our customers in 2017 are receiving this valuable financial asssitance. Improvements were made in serving customers during the 4th open enrollment period with a 50% reduction in caller wait time and 74% of customers applying See Schedule O for continuation.for financial assistance receiving an eligibility determination within two minutes. Connect for Health Colorado completed a series of significant technological, organizational advancements and transitions in fiscal year 2017 to set the foundation for long-term success and sustainability. Prior to the start of the plan year 2017 open enrollment, improvements included enhanced password reset function for customers, and enhanced data transfer between Connect for Health Colorado and health insurance company systems. Internally, strong progress was made on implementing a business intelligence improvement plan which equips the Marketplace's business units with on-demand, web-based enrollment data to inform future plans and efforts. The organization re-structured contracts with key IT vendors to provide more manageable and predictable technology capacity at a lower cost. Internally, the IT team was reorganized to strengthen vendor management processes, improve efficiencies and support a more agile technology development approach for future enhancements.Fiscal year 2017 was the first year without receiving any funding from federal grants. The primary sources of funding for the fiscal year were administrative fees on plans and the broad market assessment. An additional source of funding was developed subsequent to the end of the fiscal year that provided for the reimbursement of Medicaid costs incurred by C4HCO. The plan defining the allocation methodology of the organizations costs related to Medicaid was approved in September 2017. This will result in the recouping of Medicaid related costs incurred by C4HCO from both the 2017 and 2018 fiscal years. 54636080 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 106 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X Brian Braun CFO 7204962530 3773 Cherry Creek North Drive Suite Denver CO 80209 Adela Flores-Brennan Board Chair 5.00 X X 0 0 0 Steve ErkenBrack Board Vice Chair 3.00 X X 0 0 0 Davis Fansler Secretary 3.00 X X 0 0 0 Eric Grossman Director 3.00 X 0 0 0 Jay Norris Director 3.00 X 0 0 0 Sharon Lee O'Hara Director 3.00 X 0 0 0 Denise O'Leary Director 3.00 X 0 0 0 Marc Reece Director 3.00 X 0 0 0 Nathan Wilkes Director 3.00 X 0 0 0 Kevin Patterson CEO 49.00 X 211184 0 30186 Brian Braun CFO 46.00 X 178961 0 33816 James Turner Chief Technology Officer 45.00 X 168662 0 31879 Alan Schmitz General Counsel/Compliance 43.00 X 169744 0 28110 Dave Coren Dir Of Marketplace Finance 42.00 X 156633 0 18539 Michael Stephan Privacy & Security Officer 44.00 X 135069 0 27515 Karen Gordey Customer Service Director 48.00 X 133625 0 27740 1153878 0 197785 7 0 1 0 CGI 12907 Collections Center Dr Chicago IL 60693 Technology development 21589072 hCentive 12355 Sunrise Valley Dr Suite 400 Reston VA 20191 Technology development 3320937 Colorado Dept of Healthcare Policy and F 1570 Grant St Denver CO 80203 SES development 1037775 Access Management Services 10065 E Harvard Ave Suite 600 Denver CO 80231 Enrollment support 758745 3T PO Box 631219 Littleton CO 80163 IT service desk/vNOC support 238442 23 2833710 7590000 10423710 Exchange service fees 900099 26231541 26231541 Market Fee Assessment 900099 10828209 10828209 37059750 5614 5614 Miscellaneous revenue 900099 6937 6937 6937 47496011 37066687 0 5614 2369240 2369240 427469 237732 184112 5625 5854915 4636670 1218245 548553 425614 122448 491 979009 757066 221082 861 513799 398649 114690 460 15860 15860 286371 286371 155391 62763 92628 117208 29711 87497 470944 365398 105546 72610 35195 37415 48827 36391 12436 14108419 13981795 126624 97317 97317 Customer Service Dev & 14999610 14999610 Technology Dev & Ops 14821491 14738691 82800 Marketing & outreach 1444430 1442812 1618 Training 57664 44848 12816 209995 73895 136100 57599122 54636080 2955605 7437 2588842 18061149 10156867 3608361 12774535 8628467 4106561 2056871 60832803 42196841 30854999 18635962 36535 27609 60518339 51018419 4262192 4863771 47874 49486 4310066 4913257 X 25353274 27469200 30854999 18635962 0 0 56208273 46105162 60518339 51018419 -10103111 0 X X 0 1 X 1 1 1 X 43996606 107632993 67911592 13410502 10423710 243375403 2162295 14218703 31843075 37059750 85283823 43996606 109795288 82130295 45253577 47483460 328659226 3500000 6532245 8056514 7590000 25678759 5377240 23256106 28768431 57401777 3500000 11909485 31312620 36358431 83080536 245578690 31377 45799 22950 5614 105740 31377 45799 22950 5614 105740 1565 161 109772 6937 118435 43998171 109826665 82176255 45386299 47496011 328883401 0.74670 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1943642 1093607 850035 1117696 813427 304269 57771465 40289807 17481658 18635962 47496011 0 47496011 0 47496011 57599122 0 57599122 0 57599122 1 Aurora Mental Health Comp 11059 E Bethany Dr 200 Aurora CO 80014 840683346 501(c)(3) 173826 N/A N/A Assistance Network Boomers Leading Change in Health 789 Sherman St 250 Denver CO 80203 841493585 501(c)(3) 101448 N/A N/A Assistance Network Boulder County Housing and Human PO Box 471 Boulder CO 80306 846000748 Colorado county 139995 N/A N/A Assistance Network Broomfield Health and Human Services 6 Garden Center Broomfield CO 80020 846014589 Colorado county 32334 N/A N/A Assistance Network Center for African American Health 3601 Martin Luther King Blvd Denver CO 80205 841477546 501(c)(3) 79706 N/A N/A Assistance Network Chaffee County Health and Human Services PO Box 1007 Salida CO 81201 840102301 Colorado county 86989 N/A N/A Assistance Network Colorado Alliance For Health Equity & Practice 5250 Leetsdale Dr 110 Denver CO 80246 020732220 501(c)(3) 93665 N/A N/A Assistance Network Denver Indian Health & Family Services 1633 Fillmore St GL1 Denver CO 80206 840724261 501(c)(3) 15436 N/A N/A Assistance Network Doctors Care 609 W Littleton Blvd 100 Littleton CO 80120 841150815 501(c)(3) 202665 N/A N/A Assistance Network Family and Intercultural PO Box 1636 Silverthorne CO 80498 841252900 501(c)(3) 52283 N/A N/A Assistance Network GLBT Center 1301 E Colfax Ave Denver CO 80218 840738879 501(c)(3) 73979 N/A N/A Assistance Network Health District of Northern Larimer 120 Bristlecone Dr Ft Collins CO 80524 840515919 501(c)(3) 132552 N/A N/A Assistance Network Hilltop Community Resources 1331 Hermosa Ave Grand Junction CO 81506 742321009 501(c)(3) 142279 N/A N/A Assistance Network Eagle County Health & Human Services PO Box 660 Eagle CO 81631 084024447 Colorado county 100000 N/A N/A Assistance Network Mt San Rafael 410 Benedicta Trinidad CO 81082 840586742 501(c)(3) 19879 N/A N/A Assistance Network North Colorado Health Alliance 2930 11th Ave Evans CO 80620 651189617 501(c)(3) 117758 N/A N/A Assistance Network NW Colorado Visiting Nurses Association 940 Central Park Dr 101 Steamboat Spgs CO 80487 840564998 501(c)(3) 126576 N/A N/A Assistance Network The Pinon Project 212 West Montezuma Ave Cortez CO 81321 841284735 501(c)(3) 27606 N/A N/A Assistance Network Pueblo Senior Resource Development 230 N Union Ave Pueblo CO 81003 840593609 501(c)(3) 40558 N/A N/A Assistance Network San Juan Basin Health 281 Sawyer Dr Durango CO 81303 846002563 CO health agency 91558 N/A N/A Assistance Network San Luis Valley (Lutheran Hospital) 106 Blanca Ave Alamosa CO 81101 840255530 501(c)(3) 54695 N/A N/A Assistance Network Servicios de La Raza 3131 W 14th Ave Denver CO 80204 840625478 501(c)(3) 234834 N/A N/A Assistance Network Tri-County Health PO Box 4222 Telluride CO 81435 274743848 501(c)(3) 74047 N/A N/A Assistance Network Ute Mountain PO Box 189 Towaoc CO 81334 840404385 Colorado county 54576 N/A N/A Assistance Network Volunteers of America 1519 E Main St Montrose CO 81401 205182627 501(c)(3) 99996 N/A N/A Assistance Network 24 1 Part I, Line 2: Grants for the assistance network require proposals, including objectives, for the grant period. The Assistance Network Manager or Team Member reviews monthly reports from grantees and monitors work toward agreed upon objectives. Expenses are reviewed by the Accounting Department and submitted for payment when proper receipts are included. The organization budget and monthly financial reports provide information on spending for grants in the network during the fiscal year for management and board review of progress. X X 0 0 0 0 0 0 0 0 0 Kevin Patterson CEO 211184 0 0 0 0 0 14279 0 15907 0 241370 0 0 0 Brian Braun CFO 178961 0 0 0 0 0 18253 0 15563 0 212777 0 0 0 James Turner Chief Technology Officer 153262 0 15400 0 0 0 16714 0 15165 0 200541 0 0 0 Alan Schmitz General Counsel/Compliance 154444 0 15300 0 0 0 16847 0 11263 0 197854 0 0 0 Dave Coren Dir Of Marketplace Finance 143758 0 12875 0 0 0 15663 0 2876 0 175172 0 0 0 Michael Stephan Privacy & Security Officer 123069 0 12000 0 0 0 13507 0 14008 0 162584 0 0 0 Karen Gordey Customer Service Director 121625 0 12000 0 0 0 13362 0 14378 0 161365 0 0 0 Form 990, Part VI, Section A, line 8b Committees do not have any delegated authority by the Board and can only discuss and make recommendations to the full Board for additional action. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by all members of the finance committee and made available to the entire Board prior to filing. Form 990, Part VI, Section B, line 12c All board members and employees complete conflict of interest declarations, that are updated annually, in July. The completed conflict of interest declarations are then reviewed by Human Resources and the CFO to determine if there are any risks associated with any of the disclosures. Form 990, Part VI, Section B, line 15 Market research for the Denver area, non-profit organizations, and technology firms, as well as evaluation of salaries at comparable organizations (i.e. other state based exchanges, health IT organizations), have all been used to inform the compensation decisions of officers and employees. Form 990, Part VI, Section C, line 19 The organization's governing documents, board policies, and financial statements are made available to the public via the Connect for Health Colorado website. Form 990, Part XII, Line 2c There have been no changes to the audit oversight and selection process.