2016-05-09T13:15:51-05:00 2015-06-30 Kundinger Corder & Engle PC 475 Lincoln Street Suite 200 Denver CO 80203 990 2014-07-01 453733823 Colorado Health Benefit Exchange COLO 7204962530 3773 Cherry Creek N Dr No 1025 Denver CO 80209 Kevin Patterson CEO 7204962530 2016-05-09 1 Steve Corder P01363943 3035345953 2014 2016-08-17 19:52:53Z Connect for Health Colorado Kevin Patterson 3773 Cherry Creek N Dr No 1025 Denver CO 80209 82176254 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 66 11 0 0 107632993 67911591 2162295 14218703 31377 45799 0 161 109826665 82176254 7613904 7730806 0 0 3844868 5412464 0 0 24204 62859845 54922021 74318617 68065291 35508048 14110963 78407910 83046439 25245219 13512115 53162691 69534324 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 65918173 7730806 14218703 The Fiscal Year 2015 included the second open enrollment period, which ended on February 15, 2015. More than 150,000 signed up for insurance. After the end of this open enrollment period, enhancements and upgrades were applied to the technological infrastructure of the organization, as well as the Customer Service Center. A Shared Eligibility System was implemented enabling a single online application to determine if a person qualifies for Medicaid or Child Health Plan Plus coverage, or qualifies for a tax credit to lower the cost of private insurance through Connect for Health Colorado. Connect for Health Colorado continued to develop strategies to achieve sustainability after federalSee continuation on Schedule O grant funds expire.The Colorado Health Benefit Exchange grew in staffing from 39, reported on the 2013 W-3, to 66, reported on the 2014 W-3. This growth was due to a continued shift from reliance on independent contractors, to recognizing full-time needs and staffing for those positions. 65918173 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 66 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 Sharon O'Hara Board Chair 5.00 X X 0 0 0 Arnold Salazaar Vice Chair 3.00 X X 0 0 0 Mike Fallon Secretary 3.00 X X 0 0 0 Steve ErkenBrack Director 3.00 X 0 0 0 Davis Fansler Director 3.00 X 0 0 0 Adela Flores-Brennan 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 Patty Fontneau CEO (thru Aug 2014) 48.50 X 149963 0 25318 Gary Drews CEO (Aug 2014-Aug 2015) 66.00 X 68055 0 9633 Cammie Blais CFO (thru 10/31/2014) 55.00 X 151998 0 30397 John Wetherington CFO (Feb 2015-Sept 2015) 55.00 X 0 0 0 Lindy Hinman Chief Operating Officer 48.40 X 178210 0 29402 Proteus Duxbury Chief Technology Officer 42.00 X 158552 0 28992 Dave Coren Director of Marketplace Finance 41.80 X 107864 0 15182 Linda Kanamine Chief Marketing Officer 48.60 X 126117 0 16451 Marcia Benshoof Chief Strategy & Sales Officer 59.50 X 196733 0 10414 1137492 0 165789 7 0 1 0 CGI 720 S Colorado Blvd Suite 1000S Denver CO 80246 Technology development 35276127 Colorado Dept of Healthcare Policy and 1570 Grant St Denver CO 80203 Development of shared enrollment system 4296479 Taborda Solutions 9580 Oak Av Pkwy Ste 7-180 Folsom CA 95630 Oracle support and maintenance 4269248 Eventus Solutions Group LLC 98 Iverness Dr E Suite 100 Englewood CO 80112 Call Center development 3994004 hCentive 12355 Sunrise Valley Dr Ste 310 Reston VA 20191 Technology development 3570727 25 59859346 8052245 67911591 Market Fee Assessment 900099 7355155 7355155 Exchange service fees 900099 6863548 6863548 14218703 45799 45799 Miscellaneous revenue 900099 161 161 161 82176254 14218703 0 45960 7730806 7730806 585491 366845 218646 3696307 2871542 810774 13991 315231 243323 70709 1199 480707 366171 112763 1773 334728 253905 79689 1134 97965 97965 281404 281404 4485177 4485177 133900 101569 31878 453 446612 338774 106326 1512 85820 85820 28719 28719 9519628 9394619 124333 676 Call center dev & op 20844789 20844789 Technology development 13689543 13689543 Marketing & outreach 4724209 4720894 3315 Training 335185 335185 249070 60492 188427 151 68065291 65918173 2122914 24204 1363844 1214989 19817625 32526082 18701531 6136214 6956784 5909349 52758158 15517072 31548407 37241086 19719 18719 78407910 83046439 17763837 8350686 7481382 5161429 25245219 13512115 X 0 0 31548407 37241086 21614284 32293238 53162691 69534324 78407910 83046439 14110963 2260670 0 X X 0 1 X 1 1 1 X 2431739 43996606 107632993 67911592 221972930 2162295 14218703 16380998 2431739 43996606 109795288 82130295 238353928 0 0 0 238353928 31377 45799 77176 31377 45799 77176 1565 161 1726 2431739 43998171 109826665 82176255 238432830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1943642 514561 1429081 1083698 371220 712478 49730818 14631291 35099527 37241086 82176254 0 82176254 0 82176254 68065291 0 68065291 0 68065291 1 Advanced Patient Advocacy 175 Admiral Cochrane Dr 403 Annapolis CO 21401 522274260 501(c)(3) 123434 N/A N/A Assistance Network Aurora Mental Health Comp 11059 E Bethany Dr 200 Aurora CO 80014 840683346 501(c)(3) 241982 N/A N/A Assistance Network Baca County 741 Main St 4 Springfield CO 81073 846000744 Colorado county 7945 N/A N/A Assistance Network Boomers Leading Change in Health 789 Sherman St 250 Denver CO 80203 841493585 501(c)(3) 96672 N/A N/A Assistance Network Boulder County Housing and Human PO Box 471 Boulder CO 80306 846000748 Colorado county 431442 N/A N/A Assistance Network Broomfield Health and Human Services 6 Garden Center Broomfield CO 80020 846014589 Colorado county 59365 N/A N/A Assistance Network Center for African American Health 3601 Martin Luther King Blvd Denver CO 80205 841477546 501(c)(3) 146364 N/A N/A Assistance Network Central Presbyterian 1660 Sherman St Denver CO 80203 840164990 501(c)(3) 38240 N/A N/A Assistance Network Centura Health LINKS 6385 Corporate Dr 301 Colorado Springs CO 80919 840902211 501(c)(3) 217371 N/A N/A Assistance Network Chaffee County Health and Human Services PO Box 1007 Salida CO 81201 840102301 Colorado county 155494 N/A N/A Assistance Network Colorado Alliance For Health Equity & Practice 5250 Leetsdale Dr 110 Denver CO 80246 020732220 501(c)(3) 106356 N/A N/A Assistance Network Colorado Health Care Association 225 E 16th Ave 1100 Denver CO 80203 840486397 501(c)(3) 99029 N/A N/A Assistance Network Colorado Motor Carriers Association 4060 Elati St Denver CO 80216 840173534 501(c)(6) 89673 N/A N/A Assistance Network Colorado Small Business Development Center 1625 Broadway 2700 Denver CO 80202 840644739 CO State Agency 69549 N/A N/A Assistance Network Community Partnership Family Resource Center PO Box 396 Divide CO 80814 841157057 501(c)(3) 56272 N/A N/A Assistance Network Denver Health and Hospital 777 Bannock St Denver CO 80204 841343242 C&C of Denver 93136 N/A N/A Assistance Network Denver Human Services 1200 Federal Blvd Denver CO 80204 846000580 C&C of Denver 264796 N/A N/A Assistance Network Denver Indian Health & Family Services 1633 Fillmore St GL1 Denver CO 80206 840724261 501(c)(3) 56876 N/A N/A Assistance Network Doctors Care 609 W Littleton Blvd 100 Littleton CO 80120 841150815 501(c)(3) 94939 N/A N/A Assistance Network Eagle County Health & Human Services PO Box 660 Eagle CO 81631 084024447 Colorado county 413326 N/A N/A Assistance Network Family Resource Center Association 1888 Sherman St 100 Denver CO 80203 311599581 501(c)(3) 475881 N/A N/A Assistance Network Family Voices 7303 S Alton Way Centennial CO 80112 841493585 501(c)(3) 57074 N/A N/A Assistance Network GLBT Center 1301 E Colfax Ave Denver CO 80218 840738879 501(c)(3) 132925 N/A N/A Assistance Network Health District of Northern Larimer 120 Bristlecone Dr Ft Collins CO 80524 840515919 501(c)(3) 252275 N/A N/A Assistance Network High Plains Community Health Center 201 Kendall Dr Lamar CO 81052 841244224 501(c)(3) 49987 N/A N/A Assistance Network Hilltop Community Resources 1331 Hermosa Ave Grand Junction CO 81506 742321009 501(c)(3) 432106 N/A N/A Assistance Network Kids First Health Care 4675 E 69th Avenue Commerce City CO 80022 840799374 501(c)(3) 55068 N/A N/A Assistance Network Jefferson County 900 Jefferson County Pkwy Rm 65 Golden CO 80204 846002987 Colorado county 261200 N/A N/A Assistance Network Kit Carson County 252 S 14th St Burlington CO 80807 846000776 Colorado county 69968 N/A N/A Assistance Network Mt San Rafael 410 Benedicta Trinidad CO 81082 840586742 501(c)(3) 86427 N/A N/A Assistance Network Mountain Resource Center PO Box 425 Conifer CO 80433 841178699 501(c)(3) 152437 N/A N/A Assistance Network North Colorado Health Alliance 2930 11th Ave Evans CO 80620 651189617 501(c)(3) 335945 N/A N/A Assistance Network Northeast Colorado Health Department 700 Columbine St Sterling CO 80751 846002486 CO Govt Agency 43477 N/A N/A Assistance Network NW Colorado Visiting Nurses Association 940 Central Park Dr 101 Steamboat Spgs CO 80487 840564998 501(c)(3) 354125 N/A N/A Assistance Network Northwest Colorado Council of Governments PO Box 2308 Silverthorne CO 80498 840639906 CO Govt Agency 93398 N/A N/A Assistance Network Otero County PO Box 494 La Junta CO 81050 846000789 Colorado county 30840 N/A N/A Assistance Network Peak Vista Community Health Centers 340 Printers Parkway Colorado Springs CO 80910 840617567 501(c)(3) 243990 N/A N/A Assistance Network Pikes Peak Area Council of Government 15 S 7th St Colorado Springs CO 80905 840610950 CO Govt Agency 162536 N/A N/A Assistance Network Salud Family Health 203 South Rollie Avenue Fort Lupton CO 80621 840613540 501(c)(3) 309497 N/A N/A Assistance Network San Juan Basin Health 281 Sawyer Dr Durango CO 81303 846002563 CO health agency 108160 N/A N/A Assistance Network SLV Regional Medical Center (Lutheran) 106 Blanca Ave Alamosa CO 81101 840255530 501(c)(3) 95608 N/A N/A Assistance Network Senior Resource Development Agency 230 N Union Avenue Pueblo CO 81003 840593609 501(c)(3) 33151 N/A N/A Assistance Network Servicios de La Raza 3131 W 14th Ave Denver CO 80204 840625478 501(c)(3) 334316 N/A N/A Assistance Network Small Business Majority Foundation 4000 Bridgeway Blvd 101 Sausalito CO 94965 030576666 501(c)(3) 148748 N/A N/A Assistance Network SouthWest Health Systems 1311 N Mildred Rd Cortez CO 81321 841337350 501(c)(3) 8502 N/A N/A Assistance Network Stapleton Foundation 7350 E 29th Ave 300 Denver CO 80238 841497067 501(c)(3) 69999 N/A N/A Assistance Network Tri-County Health PO Box 4222 Telluride CO 81435 274743848 501(c)(3) 126248 N/A N/A Assistance Network Tri-Lakes Cares PO Box 1301 Monument CO 80132 742501356 501(c)(3) 10924 N/A N/A Assistance Network Valley-Wide 128 Market St Alamosa CO 81144 840706945 501(c)(3) 150395 N/A N/A Assistance Network Volunteers of America 1519 E Main St Montrose CO 81401 205182627 501(c)(3) 137175 N/A N/A Assistance Network 49 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 Patty Fontneau CEO (thru Aug 2014) 135672 0 14291 0 0 0 15209 0 10109 0 175281 0 0 0 Cammie Blais CFO (thru 10/31/2014) 135518 0 16480 0 0 0 15825 0 14572 0 182395 0 0 0 Lindy Hinman Chief Operating Officer 161730 0 16480 0 0 0 17214 0 12188 0 207612 0 0 0 Proteus Duxbury Chief Technology Officer 142052 0 16500 0 0 0 15707 0 13285 0 187544 0 0 0 Marcia Benshoof Chief Strategy & Sales Officer 196733 0 0 0 0 0 7467 0 2947 0 207147 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.