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COLORADO HEALTH INSTITUTE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
COLORADO HEALTH INSTITUTE (EIN 74-3082235)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-14
IRS object ID
201621059349300902
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-04-14T10:00:59-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kundinger Corder & Engle PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1475 Lincoln Street Suite 200AddressLine1Txt
CityDenverCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN743082235EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Colorado Health InstituteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOLOBusinessNameControlTxt
Phone3038314200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 E Seventeenth Avenue No 930AddressLine1Txt
CityDenverCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichele LueckPersonNm
Person TitlePresident and CEOPersonTitleTxt
Phone3038314200PhoneNum
Signature2016-04-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLori Anne ReinwaldPreparerPersonNm
PTINP01388434PTIN
Phone3035345953PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMichele LueckPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 E Seventeenth Avenue No 930AddressLine1Txt
CityDenverCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,093,362GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.coloradohealthinstitute.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or MissionTo provide credible health analysis and expertise for Colorado leaders.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee24TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,885,411PYContributionsGrantsAmt
CY Contributions Grants$2,596,643CYContributionsGrantsAmt
PY Program Service Revenue$467,653PYProgramServiceRevenueAmt
CY Program Service Revenue$466,334CYProgramServiceRevenueAmt
PY Investment Income$23,223PYInvestmentIncomeAmt
CY Investment Income$19,237CYInvestmentIncomeAmt
PY Other Revenue$27,860PYOtherRevenueAmt
CY Other Revenue$8,300CYOtherRevenueAmt
PY Total Revenue$3,404,147PYTotalRevenueAmt
CY Total Revenue$3,090,514CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,883,227PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,006,550CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$161,389CYTotalFundraisingExpenseAmt
PY Other Expenses$884,850PYOtherExpensesAmt
CY Other Expenses$1,641,248CYOtherExpensesAmt
PY Total Expenses$2,768,077PYTotalExpensesAmt
CY Total Expenses$3,647,798CYTotalExpensesAmt
PY Revenues Less Expenses$636,070PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$557,284CYRevenuesLessExpensesAmt
Total Assets BOY$2,307,186TotalAssetsBOYAmt
Total Assets EOY$1,727,421TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,307,186NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,727,421NetAssetsOrFundBalancesEOYAmt
MissionCHI's mission is to be a trusted and leading source of credible health analysis and expertise for Colorado leaders.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,102,515ExpenseAmt
Revenue$474,634RevenueAmt
DescColorado Health Institute (CHI) is a trusted and leading source of credible health information, data and analysis for Colorado health care leaders. CHI provides sophisticated, evidence-based information that can help policy-makers reach sound decisions. Our insight is used to inform policy, contribute to effective policy implementation and support state efforts to improve health.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Revenue$454,329RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Revenue$454,329TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,102,515TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee24EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Timothy DunbarBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3038314200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 E Seventeenth Avenue Suite 930AddressLine1Txt
CityDenverCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Arthur Davidson MD
Board Chairman1.00Yes (X)Yes (X)$0$0$0
Stephanie Foote
Trustee1.00Yes (X)$0$0$0
Ruth N Benton
Trustee1.00Yes (X)$0$0$0
Bruce Cooper MD
Vice Chair1.00Yes (X)Yes (X)$0$0$0
Linda Reiner
Trustee1.00Yes (X)$0$0$0
Shale Wong MD
Trustee1.00Yes (X)$0$0$0
Christine Woolsey
Trustee1.00Yes (X)$0$0$0
Leo Tokar
Treasurer1.00Yes (X)Yes (X)$0$0$0
Michele Lueck
President & CEO40.00Yes (X)$236,735$0$33,888
Timothy Dunbar
Director of Finance & Adm32.00Yes (X)$78,477$0$11,592
Amy Downs
Sr. Dir. of Policy40.00$158,880$0$12,227Yes (X)
Deborah Goeken
Sr. Dir. of Operations40.00$125,742$0$13,879Yes (X)
Jeff Bontrager
Director of Research40.00$115,604$0$14,089Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$715,438TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$85,675TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SSRSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line153 W Baltimore PikeAddressLine1Txt
CityMediaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19063ZIPCd
FieldValueIRS element (for citing)
ServicesSurvey AdministrationServicesDesc
Compensation$626,460CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,596,643AllOtherContributionsAmt
Total Contributions$2,596,643TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Contract Income900099$454,329$454,329
Conference Registratio900099$12,005$12,005
FieldValueIRS element (for citing)
Total Program Service Revenue$466,334TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,085TotalRevenueColumnAmt
Exclusion$22,085ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,848SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,848SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,848TotalRevenueColumnAmt
Exclusion-$2,848ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneous incomeDesc
Business900099BusinessCd
Total Revenue Column$8,300TotalRevenueColumnAmt
Related Or Exempt Func Income$8,300RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,300OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,090,514TotalRevenueColumnAmt
Related Or Exempt Func Income$474,634RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$19,237ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$371,843TotalAmt
Program Services$111,090ProgramServicesAmt
Management And General$163,550ManagementAndGeneralAmt
Fundraising$97,203FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,328,467TotalAmt
Program Services$1,287,558ProgramServicesAmt
Management And General$40,200ManagementAndGeneralAmt
Fundraising$709FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$94,161TotalAmt
Program Services$91,107ProgramServicesAmt
Management And General$2,944ManagementAndGeneralAmt
Fundraising$110FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$105,544TotalAmt
Program Services$100,558ProgramServicesAmt
Management And General$4,208ManagementAndGeneralAmt
Fundraising$778FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$106,535TotalAmt
Program Services$89,170ProgramServicesAmt
Management And General$11,825ManagementAndGeneralAmt
Fundraising$5,540FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,156TotalAmt
Management And General$9,156ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,930TotalAmt
Management And General$31,930ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$87,697TotalAmt
Program Services$73,403ProgramServicesAmt
Management And General$9,734ManagementAndGeneralAmt
Fundraising$4,560FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$60,571TotalAmt
Program Services$50,698ProgramServicesAmt
Management And General$6,723ManagementAndGeneralAmt
Fundraising$3,150FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$229,416TotalAmt
Program Services$192,021ProgramServicesAmt
Management And General$25,465ManagementAndGeneralAmt
Fundraising$11,930FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$75,636TotalAmt
Program Services$63,307ProgramServicesAmt
Management And General$8,396ManagementAndGeneralAmt
Fundraising$3,933FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$77,430TotalAmt
Program Services$72,017ProgramServicesAmt
Management And General$3,686ManagementAndGeneralAmt
Fundraising$1,727FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$131,625TotalAmt
Program Services$110,170ProgramServicesAmt
Management And General$14,610ManagementAndGeneralAmt
Fundraising$6,845FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,641TotalAmt
Program Services$14,766ProgramServicesAmt
Management And General$1,958ManagementAndGeneralAmt
Fundraising$917FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Consultants$816,033$754,925$41,072$20,036
Miscellaneous expenses$54,664$45,751$6,071$2,842
Outreach$28,130$28,130
Professional Develop.$21,319$17,844$2,366$1,109

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,647,798TotalAmt
Program Services$3,102,515ProgramServicesAmt
Management And General$383,894ManagementAndGeneralAmt
Fundraising$161,389FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$878,916BOYAmt
EOY$719,622EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$154,845BOYAmt
EOY$27,335EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,103,808LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$647,051LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$543,919BOYAmt
EOY$456,757EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$715,560BOYAmt
EOY$509,761EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,946BOYAmt
EOY$13,946EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,307,186BOYAmt
EOY$1,727,421EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,307,186BOYAmt
EOY$1,727,421EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,307,186BOYAmt
EOY$1,727,421EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,307,186BOYAmt
EOY$1,727,421EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$557,284ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$22,481NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,149,472CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,950,979CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,509,042CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,902,926CurrentTaxYearMinus1YearAmt
Current Tax Year$2,596,643CurrentTaxYearAmt
Total$13,109,062TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,149,472CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,950,979CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,509,042CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,902,926CurrentTaxYearMinus1YearAmt
Current Tax Year$2,596,643CurrentTaxYearAmt
Total$13,109,062TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,005,097SubstantialContributorsTotAmt
Public Support Total170$2,103,965PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$965CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$706CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,498CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,223CurrentTaxYearMinus1YearAmt
Current Tax Year$8,300CurrentTaxYearAmt
Total$43,692TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$147,294CurrentTaxYearMinus2YearsAmt
Total$147,294TotalAmt
FieldValueIRS element (for citing)
Total Support$13,300,048TotalSupportAmt
Gross Receipts Rltd Activities$2,069,342GrossReceiptsRltdActivitiesAmt
Public Support CY1700.15820PublicSupportCY170Pct
Public Support PY1700.15550PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestColorado 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 is publicly supported under the following facts and circumstances: 1) Public Support is well in excess of 10 percent? The Institute has had more than 33 1/3% public support since inception until 2011 when the public support percentage was 27.17%, 2012 the percentage was 21.82%, 2013 the percentage was 15.51%, 2014 the percentage was 15.45%, and the 2015 percentage was 15.82%.2) Support is received from a representative number of persons rather than from members of a single family? 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 2015, the Institute had contract work with twenty-three other entities, four of those being with the State of Colorado, and the remaining contracts being largely with other not-for-profit organizations.3) Is the governing body representative of the broad interests of the public? In 2015, 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. Six of the eight trustees have no affiliation to the private foundations that provide the Institute support. 4) The facilities of the organization are available to the public on a continuing basis? 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, CHI allows other health organizations meeting space at no charge and often host gatherings with many public stakeholders.5) Is the organization an educational one or a research institution that regularly publishes scholarly journals? The Institute's purpose is to provide health education and research, much of which is disseminated through their own website. In 2015, CHI responded to 771 information requests from the public and gave 157 public presentations. 6) Do members of the public with special knowledge or expertise, public officials or civic or community leaders, participate in, or sponsor, programs of the organization? 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. These stakeholders provide their support to the Institute through grants, contracts, and representation on the board of directors.7) Does the organization maintain a definitive program to accomplish its charitable work in the community? The Institute's programs support its vision of improving the health of all Coloradans by supporting health policy discussions with evidence-based analysis and expertise.8) Does the organization receive a significant part of its funds from a public charity or a governmental agency to which it is in some way accountable? As noted above, the Institute received support in the form of a grant from one public foundation and contracts from the State of Colorado and other not-for-profit organizations.9) The Institute is not a membership organization.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$212,478OtherCostOrOtherBasisAmt
Depreciation$71,874DepreciationAmt
Book Value$140,604BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$566,572OtherCostOrOtherBasisAmt
Depreciation$452,568DepreciationAmt
Book Value$114,004BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$324,758OtherCostOrOtherBasisAmt
Depreciation$122,609DepreciationAmt
Book Value$202,149BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$456,757TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,303,307TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$22,481NetUnrealizedGainsInvstAmt
Other Revenue-$764,726OtherRevenueAmt
Revenue Not Reported-$787,207RevenueNotReportedAmt
Revenue Subtotal$3,090,514RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,090,514TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,616,443TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$31,355OtherExpensesIncludedAmt
Expenses Not Reported-$31,355ExpensesNotReportedAmt
Expenses Subtotal$3,647,798ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,647,798TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:The Institute is required to report uncertain tax positions. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of December 31, 2015 and 2014. If incurred, interest and penalties associated with uncertain tax positions would be recorded in the period assessed as other operating expenses. No interest or penalties have been assessed as of December 31, 2015 and 2014. The tax years for 2014, 2013 and 2012 remain subject to examination.
Part XI, Line 2d - Other Adjustments:Conversion to Cash Basis -764,726.
Part XII, Line 2d - Other Adjustments:Conversion to Cash Basis -31,355.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Michele Lueck
President & CEO$214,735$0$22,000$0$0$0$17,068$0$16,820$0$270,623$0$0$0
Amy Downs
Sr. Dir. of Policy$146,380$0$12,500$0$0$0$11,375$0$852$0$171,107$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11Colorado Health Institute's board of trustees review the Form 990 during a board meeting prior to being submitted to the IRS.
Form 990, Part VI, Section B, line 12cThe Colorado Health Institute's (CHI) conflict of interest policy requires full disclosure of potential conflicts of interest and, if a conflict exists, abstention from any action by or on behalf of CHI. Failure to comply with this policy could result in removal from their position. The board begins each meeting with a conflict of interest disclosure. A detailed written description of each conflict of interest and the procedures followed to clear the conflict is provided semi-annually to the Audit Committee for their review. The board of trustees did not vote or take any action on transactions considered conflicts of interest in 2015.
Form 990, Part VI, Section B, line 15CHI contracts with Mountain States Employer's Council to perform a comprehensive review of CHI's compensation. An executive compensation committee was convened to evaluate the salary of the President & CEO.
Form 990, Part VI, Section C, line 19Colorado Health Institute makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Additionally, its articles of incorporation are available to the public on the Colorado Secretary of State's website.
Form 990, Part XII, Line 2cThere has been no change in the board's responsibility for oversight of the audit of its financial statements and selection of an independent accountant.

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