2015-04-08T12:02:35-05:00 2014-09-30 Kundinger Corder & Engle PC 475 Lincoln Street Suite 200 Denver CO 80203 990 2013-10-01 300558038 Colorado Regional Health Information Organization COLO 7202853200 4500 Cherry Creek S Drive No 820 Denver CO 80246 Morgan Honea Chief Executive Officer 7202853200 2015-04-08 1 Lori Anne Reinwald P01363943 3035345953 2013 2016-02-25 16:41:14Z Morgan Honea 4500 Cherry Creek S Drive No 820 Denver CO 80246 8429774 0 X www.corhio.org X 2007 CO To facilitate health information exchange to improve care for all Coloradans. 10 10 50 16 0 0 7463966 6135335 1593768 2293823 871 616 0 0 9058605 8429774 0 0 0 0 4419646 5214654 0 0 36863 5445369 5058718 9865015 10273372 -806410 -1843598 7592979 6955254 1344901 2550774 6248078 4404480 X To facilitate health information exchange to improve care for all Coloradans. 0 0 7652569 2293823 Health Information Exchange: Development and implementation of health information exchange (HIE) to support Colorado communities. Services include the development, implementation and support of secure systems and processing for sharing clinical information which include but are not limited to: clinical messaging, results delivery, and longitudinal clinical information provided at the point of care. Services are expected to facilitate timeliness and accuracy of health data, workflow and to eliminate redundant services. HIE development and implementaion expenses are funded primarily through a mix of Federal and private foundation funding. Once implementation is completed, HIE operation expenses (including both personnel and vendor costs) are funded through ongoing subscription fees. (Continued on Schedule 0.) Subscribing participants include hospitals, physicians, behavioral health providers, laboratories, long-term care providers, health plans, accountable care organizations and emergency medical services. In addition to core HIE implementation and operations expenses, the costs of special programs related to health information exchange are incldued in total HIE expenses. These special programs are funded through Federal, State and private Foundation programs. During the past year the special programs included:Testing Experience and Functional Tools - e-health demonstration project for Medicaid community based long term services and support;Long-term Post Acute Care - Federal challenge grant to support use of HIE in long-term care settings;Electronic Lab Reporting - State public health program to support transmission of reportable conditions via HIE to the State public health department;Syndromic Surveillance - support electronic submission of syndromic information to CDC;MU Attestation - hospital and physician support for attesting to Meaningful Use through the State Medicaid program;Smoking Cessation - integrate the use of HIE messaging to suppor the Colorado Quitline;Behavioral Health Information - research and evaluation of solutions to support data sharing between physical and behavioral health providers. 1169330 Regional Extension Center: Provide statewide services to healthcare providers to inform, educate and train them on the effective strategies and practices necessary to select, implement, and meaningfully use certified electronic health record (EHR) technology to improve the quality and value of healthcare in Colorado. Expenses primarily consist of payments contractors upon successful completion of Federal ARRA program milestones. The ARRA funded portion of the program was scheduled to be completed in February 2014 but has been extended through February 2016. 8821899 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 50 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Brian Braun 7202853200 4500 Cherry Creek S Dr Suite 820 Denver CO 80246 James Shmerling Member 1.00 X 0 0 0 Donna Lynne Member 1.00 X 0 0 0 Gerry Lewis-Jenkins Chair 1.00 X X 0 0 0 Forrest Cason Member 1.00 X 0 0 0 Leslie Berkowitz Member 1.00 X 0 0 0 George DelGrosso Member 1.00 X 0 0 0 Dede de Percin Member 1.00 X 0 0 0 Marjie Harbrecht Member 1.00 X 0 0 0 Jim Hertzel Member 1.00 X 0 0 0 Robert Kaufmann Chair Elect 1.00 X 0 0 0 Lynn Parry Member 1.00 X 0 0 0 Steven J Summer Treasurer 1.00 X X 0 0 0 Dick Thompson Member 1.00 X 0 0 0 Larry Wolk MD Secretary 1.00 X X 0 0 0 Brian Braun CFO and COO 40.00 X 179755 0 20822 Kelly Joines CEO thru-5/1/14 CIO thereafter 40.00 X 180958 0 19044 Morgan Honea CEO Effective 5/1/14 40.00 X 0 0 0 Jeffrey Messer Chief Development Officer 40.00 X 152024 0 15879 Mark Carlson Sr Mgr Bus Dev & Outreach 40.00 X 133663 0 16875 Janeece Lawrence HIE Implementation Mgr 40.00 X 103124 0 15271 Kelly Procopio REC Program Director 40.00 X 120861 0 17161 Russell Gomez Data Systems Administrator 40.00 X 102574 0 15630 Andrew Currie Development & Outreach Mgr 40.00 X 104119 0 14962 Larry Wolk MD Former CEO 40.00 X 165209 0 14997 1242287 0 150641 9 1 1 0 Medicity 257 East 200 South Suite 1300 Salt Lake City UT 84111 Health Information Exchange Contractor 1327573 Colorado Rural Health Center 3033 S Parker Rd Suite 606 Aurora CO 80014 REC Partner 222593 Patton Boggs LLP 2550 M St NW Washington DC 20037 Legal 171689 Colorado Community Managed Care Network 600 Grant Street Suite 300 Denver CO 80203 REC Partner 155031 CFMC 23 Inverness Way East Suite 100 Englewood CO 801125708 REC Partner 148363 10 2484214 3651121 6135335 Subscription Fees 900099 2261823 2261823 Implementation Fees 900099 32000 32000 2293823 616 616 8429774 2293823 0 616 X 503556 98340 405216 3746954 3379634 337340 29980 133026 131086 1940 489923 419595 65385 4943 341195 273721 67474 170573 126447 44126 1230550 1047810 182740 602 602 76272 35106 41166 183979 144364 39615 223444 144544 78900 109789 90248 19541 36976 11958 25018 48239 48239 534819 526478 8341 78717 60550 18167 Software Development 1553610 1553610 REC Direct Assistance 678788 678788 Miscellaneous 132360 99620 32740 10273372 8821899 1414610 36863 673 2798 4841723 5108667 1275013 869802 273350 306586 2791034 2123633 1202220 667401 7592979 6955254 706737 665384 615727 632994 1240208 22437 12188 1344901 2550774 X 3320654 3013648 2927424 1390832 6248078 4404480 7592979 6955254 -1843598 0 X X 0 1 X 1 1 1 X 8908949 14047184 10128040 7463966 6135335 46683474 8908949 14047184 10128040 7463966 6135335 46683474 46683474 3440 4664 2076 872 616 11668 370 370 46695512 4385646 0.99970 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 5000 5000 0 Part II-B, Line 1: CORHIO has contracted with a government relations firm to provide lobbying and government relations consulting services. 36774 25699 11075 220522 209623 10899 2533738 1888311 645427 667401 Deferred rent 12188 12188 X 8441216 11442 11442 8429774 0 8429774 10284814 11442 11442 10273372 0 10273372 Part X, Line 2: FIN 48 Footnote: CORHIO follows guidance related to uncertainty in income taxes. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of September 30, 2014. If incurred, interest and penalties associated with uncertain tax positions would be recorded in the period assessed as other operating expense. No interest or penalties have been assessed as of September 30, 2014. The three previous tax years (years ended September 30, 2011 through 2013) remain subject to examination, generally for three years after they are filed. X X X 0 0 0 0 0 0 0 0 0 Brian Braun CFO and COO 149755 0 30000 0 0 0 9238 0 11584 0 200577 0 0 0 Kelly Joines CEO thru-5/1/14 CIO thereafter 152958 0 28000 0 0 0 8721 0 10323 0 200002 0 0 0 Jeffrey Messer Chief Development Officer 128024 0 24000 0 0 0 5275 0 10604 0 167903 0 0 0 Mark Carlson Sr Mgr Bus Dev & Outreach 117103 0 16560 0 0 0 6380 0 10495 0 150538 0 0 0 Larry Wolk MD Former CEO 130209 0 35000 0 0 0 6544 0 8453 0 180206 0 0 0 Form 990, Schedule J, Part II Larry Wolk resigned effective September 13, 2013. Compensation for 2013 includes time worked from January - September 13, 2013. Upon his departure, Larry become a member of the Board of Directors. In 2014, he became the Board Secretary, an unpaid position. Form 990, Part VI, Section B, line 11 The Form 990 was issued to the Finance Committee for their review, then emailed to the other board members prior to filing. Form 990, Part VI, Section B, line 12c All directors and board members complete conflict of interest disclosure forms annually which are reviewed by the Executive Committee. The first agenda item for each board meeting is conflict of interest disclosures. Board members note any items for which they believe there might be a potential conflict so that it is disclosed for the upcoming discussion. Form 990, Part VI, Section B, line 15 CORHIO uses Mountain States Employer Council salary survey data to establish Executive Director and key employee compensation. Form 990, Part VI, Section C, line 19 CORHIO's governing documents are available to interested parties who request copies of these documents in writing or in person. Form 990, Part IX, line 11g Contract to hire: Program service expenses 13,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,500. Accounting and Audit: Program service expenses 0. Management and general expenses 28,892. Fundraising expenses 0. Total expenses 28,892. Contractor fees: Program service expenses 48,459. Management and general expenses 143,351. Fundraising expenses 0. Total expenses 191,810. Outsourced Staffing: Program service expenses 46,098. Management and general expenses 10,497. Fundraising expenses 0. Total expenses 56,595. LTPAC Contractors: Program service expenses 744,450. Management and general expenses 0. Fundraising expenses 0. Total expenses 744,450. Program contractors: Program service expenses 195,303. Management and general expenses 0. Fundraising expenses 0. Total expenses 195,303. Form 990, Part XI, Line 2c The audit committee meets annually with the outside auditor to review the results of the audit. An executive meeting without staff present is held at that time. There has been no change in the process of oversight of the audit from the prior year.