2017-05-12T10:32:16-05:00 2016-06-30 Kundinger Corder & Engle PC 475 Lincoln Street Suite 200 Denver CO 80203 990 2015-07-01 453733823 Colorado Health Benefit Exchange COLO 7204962530 3773 Cherry Creek N Dr No 1025 Denver CO 80209 Kevin Patterson CEO 7204962530 2017-05-03 1 Steve Corder P01363943 3035345953 2015 2021-01-29 14:40:06Z Connect for Health Colorado Kevin Patterson 3773 Cherry Creek N Dr No 1025 Denver CO 80209 45386299 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 89 11 0 0 67911591 13410502 14218703 31843075 45799 22950 161 109772 82176254 45386299 7730806 2617185 0 0 5412464 7361567 0 0 13449 54922021 48733598 68065291 58712350 14110963 -13326051 83046439 60518339 13512115 4310066 69534324 56208273 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 55810143 2617185 31592847 The third Open Enrollment for health insurance coverage in 2016 concluded on January 31, 2016, with a Special Enrollment Period available for eligible customers, like those with the Colorado HealthOp, to shop until February 29, 2016. By the end of the Open Enrollment, 169,000 Coloradans were covered, marking it as one of the strongest performances to date with increases in key metrics over the previous period, most notably:-More Coloradans were covered - a 19% increase over the previous period.-Customers had a smoother experience both online and with the Customer Service Center.See continuation on Schedule O-Customers found it easier and more convenient to get help from a Broker or an Assister in their communities using online scheduling tools and Enrollment Centers.-More customers saved money on health insurance through Premium Tax Credits and Cost-Sharing Reductions available only through the Marketplace.During 2016, Connect for Health Colorado closed out all funding from the federal grant and migrated toward a fee-supported, sustainable model. This was achieved by reducing overall operational costs through the Customer Service Center, a reduction in Assistance Network scope, lower and focused marketing spend and a renegotiation of technology costs. The Board of Directors approved the 2017 fiscal budget of $40.1 million, a 16% reduction from the prior year. With overall lower budgets, the organization focused efforts on areas that could achieve greater operational efficiency, improve customer experience, and identify new customers who were eligible for savings but did not yet have health insurance. 55810143 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 63 0 1 89 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 Sharon O'Hara Director 3.00 X 0 0 0 Denise O'Leary Director 3.00 X 0 0 0 Eric Grossman Director 3.00 X 0 0 0 Jay Norris 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 124477 0 26363 Gary Drews CEO (thru Aug 2015) 62.00 X 133187 0 24274 Brian Braun CFO 46.00 X 78732 0 14673 John Wetherington CFO (thru Sept 2015) 30.00 X 111090 0 0 Marcia Benshoof Chief Strategy & Sales Off 50.00 X 309447 0 3792 James Turner Director of Tech Operations 45.00 X 156256 0 30292 Alan Schmitz General Counsel/Compliance Officer 43.00 X 145956 0 24667 Dave Coren Director of Marketplace Fi 42.00 X 150903 0 18771 Adele Work Chief Information Officer 49.00 X 140902 0 20695 1350950 0 163527 8 0 1 0 Eventus Solutions Group LLC 98 Iverness Dr E Suite 100 Englewood CO 80112 Call Center Operations 1707903 HTTD-LSIF Denver LLC 300 Park Blvd Suite 201 Itasca IL 60143 Property Management 531026 Full Tilt Strategies LLC 11757 Elkhorn Drive Franktown CO 80114 Consulting Management 277725 Evolution Agency 2546 West Main Street Littleton CO 80120 Media Purchasing 176069 Wasson Properties 332 W Bijou Suite 104 Colorado Springs CO 80905 Property Management 160561 8 5346702 8063800 13410502 Market Fee Assessment 900099 17178323 17178323 Exchange service fees 900099 14664752 14664752 31843075 22950 22950 Miscellaneous revenue 900099 109772 109772 109772 45386299 31952847 0 22950 2617185 2617185 514209 287847 226362 5204184 4205339 989263 9582 447117 365252 81005 860 737480 592388 143754 1338 458577 361299 96502 776 190018 240 189778 330302 330302 881342 881342 139583 31330 108253 500347 377050 123297 66327 58958 7369 65930 9320 56610 2482 2482 12571350 12406267 164190 893 96592 96592 Call center dev & op 18882670 18882595 75 Technology development 13226248 13226218 30 Marketing & outreach 1332297 1305452 26845 Training 135242 134345 897 312868 67716 245152 58712350 55810143 2888758 13449 1214989 2588842 32526082 10156867 6136214 12774535 5909349 4106561 58943421 28088422 37241086 30854999 18719 36535 83046439 60518339 8350686 4262192 5161429 47874 13512115 4310066 X 32293238 25353274 37241086 30854999 0 0 69534324 56208273 83046439 60518339 -13326051 0 X X 0 1 X 1 1 1 X 2431739 43996606 107632993 67911592 13410502 235383432 2162295 14218703 31843075 48224073 2431739 43996606 109795288 82130295 45253577 283607505 0 0 0 283607505 31377 45799 22950 100126 31377 45799 22950 100126 1565 161 109772 111498 2431739 43998171 109826665 82176255 45386299 283819129 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1943642 804085 1139557 1107979 587975 520004 55891800 26696362 29195438 30854999 45386299 0 45386299 0 45386299 58712350 0 58712350 0 58712350 1 Aurora Mental Health Comp 11059 E Bethany Dr 200 Aurora CO 80014 840683346 501(c)(3) 177576 N/A N/A Assistance Network Boomers Leading Change in Health 789 Sherman St 250 Denver CO 80203 841493585 501(c)(3) 89890 N/A N/A Assistance Network Boulder County Housing and Human PO Box 471 Boulder CO 80306 846000748 Colorado county 107488 N/A N/A Assistance Network Broomfield Health and Human Services 6 Garden Center Broomfield CO 80020 846014589 Colorado county 31238 N/A N/A Assistance Network Center for African American Health 3601 Martin Luther King Blvd Denver CO 80205 841477546 501(c)(3) 107029 N/A N/A Assistance Network Chaffee County Health and Human Services PO Box 1007 Salida CO 81201 840102301 Colorado county 94534 N/A N/A Assistance Network Colorado Alliance For Health Equity & Practice 5250 Leetsdale Dr 110 Denver CO 80246 020732220 501(c)(3) 95000 N/A N/A Assistance Network Colorado Motor Carriers Association 4060 Elati St Denver CO 80216 840173534 501(c)(6) 79604 N/A N/A Assistance Network Denver Indian Health & Family Services 1633 Fillmore St GL1 Denver CO 80206 840724261 501(c)(3) 49895 N/A N/A Assistance Network Doctors Care 609 W Littleton Blvd 100 Littleton CO 80120 841150815 501(c)(3) 124192 N/A N/A Assistance Network Eagle County Health & Human Services PO Box 660 Eagle CO 81631 084024447 Colorado county 146333 N/A N/A Assistance Network Family and Intercultural PO Box 1636 Silverthorne CO 80498 841252900 501(c)(3) 29452 N/A N/A Assistance Network GLBT Center 1301 E Colfax Ave Denver CO 80218 840738879 501(c)(3) 71897 N/A N/A Assistance Network Health District of Northern Larimer 120 Bristlecone Dr Ft Collins CO 80524 840515919 501(c)(3) 119953 N/A N/A Assistance Network Hilltop Community Resources 1331 Hermosa Ave Grand Junction CO 81506 742321009 501(c)(3) 131083 N/A N/A Assistance Network Jefferson County 900 Jefferson County Pkwy Rm 65 Golden CO 80204 846002987 Colorado county 131854 N/A N/A Assistance Network Kit Carson County 252 S 14th St Burlington CO 80807 846000776 Colorado county 27042 N/A N/A Assistance Network Mt San Rafael 410 Benedicta Trinidad CO 81082 840586742 501(c)(3) 25773 N/A N/A Assistance Network North Colorado Health Alliance 2930 11th Ave Evans CO 80620 651189617 501(c)(3) 122440 N/A N/A Assistance Network NW Colorado Visiting Nurses Association 940 Central Park Dr 101 Steamboat Spgs CO 80487 840564998 501(c)(3) 118875 N/A N/A Assistance Network The Pinon Project 212 West Montezuma Ave Cortez CO 81321 841284735 501(c)(3) 21745 N/A N/A Assistance Network Pueblo Senior Resource Development 230 N Union Ave Pueblo CO 81003 840593609 501(c)(3) 34062 N/A N/A Assistance Network San Juan Basin Health 281 Sawyer Dr Durango CO 81303 846002563 CO health agency 93960 N/A N/A Assistance Network San Luis Valley (Lutheran Hospital) 106 Blanca Ave Alamosa CO 81101 840255530 501(c)(3) 94148 N/A N/A Assistance Network Servicios de La Raza 3131 W 14th Ave Denver CO 80204 840625478 501(c)(3) 232195 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 56696 N/A N/A Assistance Network Volunteers of America 1519 E Main St Montrose CO 81401 205182627 501(c)(3) 122393 N/A N/A Assistance Network 27 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 Grant Accounting Coordinator and submitted for payment when proper receipts are included. A monthly drawdown report is produced to provide for ongoing monitoring of all grants. 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 124477 0 0 0 0 0 8363 0 18000 0 150840 0 0 0 Gary Drews CEO (thru Aug 2015) 133187 0 0 0 0 0 14113 0 10161 0 157461 0 0 0 Marcia Benshoof Chief Strategy & Sales Off 309447 0 0 0 0 0 2610 0 1182 0 313239 0 0 0 James Turner Director of Tech Operations 141256 0 15000 0 0 0 15968 0 14324 0 186548 0 0 0 Alan Schmitz General Counsel/Compliance Officer 145956 0 0 0 0 0 14596 0 10071 0 170623 0 0 0 Dave Coren Director of Marketplace Fi 138403 0 12500 0 0 0 15090 0 3681 0 169674 0 0 0 Adele Work Chief Information Officer 140902 0 0 0 0 0 14090 0 6605 0 161597 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 11 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.