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COLORADO HEALTH INSTITUTE: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
COLORADO HEALTH INSTITUTE (EIN 74-3082235)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-09
IRS object ID
201401299349302330
Schema version
2013v3.0
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)
Return2014-05-09T15:37:31-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kundinger Corder & Engle PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1475 Lincoln Street Suite 200AddressLine1
CityDenverCity
StateCOState
ZIP Code80203ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN743082235EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Colorado Health InstituteBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCOLOBusinessNameControlTxt
Phone3038314200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 E Seventeenth Avenue No 930AddressLine1
CityDenverCity
StateCOState
ZIP Code80203ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichele LueckPersonNm
Person TitlePresident and CEOPersonTitleTxt
Phone3038314200PhoneNum
Signature2014-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLori Anne ReinwaldPreparerPersonNm
PTINP01388434PTIN
Phone3035345953PhoneNum
Preparation2014-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMichele LueckPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 E Seventeenth Avenue No 930AddressLine1
CityDenverCity
StateCOState
ZIP Code80203ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$3,224,343GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.coloradohealthinstitute.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or MissionCHI's mission is to be a trusted and leading source of credible health analysis and expertise for Colorado leaders.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee21TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,950,979PYContributionsGrantsAmt
CY Contributions Grants$2,509,042CYContributionsGrantsAmt
PY Program Service Revenue$310,231PYProgramServiceRevenueAmt
CY Program Service Revenue$516,763CYProgramServiceRevenueAmt
PY Investment Income$706PYInvestmentIncomeAmt
CY Investment Income$41,556CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$153,444CYOtherRevenueAmt
PY Total Revenue$3,261,916PYTotalRevenueAmt
CY Total Revenue$3,220,805CYTotalRevenueAmt
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$1,377,887PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,744,613CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$142,951CYTotalFundraisingExpenseAmt
PY Other Expenses$1,001,429PYOtherExpensesAmt
CY Other Expenses$1,366,735CYOtherExpensesAmt
PY Total Expenses$2,379,316PYTotalExpensesAmt
CY Total Expenses$3,111,348CYTotalExpensesAmt
PY Revenues Less Expenses$882,600PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$109,457CYRevenuesLessExpensesAmt
Total Assets BOY$1,512,678TotalAssetsBOYAmt
Total Assets EOY$1,622,135TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,512,678NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,622,135NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,547,953ExpenseAmt
Revenue$522,913RevenueAmt
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
Total Program Service Expenses$2,547,953TotalProgramServiceExpensesAmt
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 Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee21EmployeeCnt
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
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 DunbarBusinessNameLine1
FieldValueIRS element (for citing)
Phone3038314200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 E Seventeenth Avenue Suite 930AddressLine1
CityDenverCity
StateCOState
ZIP Code80203ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Jean Jones
Board Treasurer1.00Yes (X)Yes (X)$0$0$0
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
Trustee1.00Yes (X)$0$0$0
James R Hertzel
Trustee1.00Yes (X)$0$0$0
Ned Calonge
Trustee1.00Yes (X)$0$0$0
Marla Williams
Trustee1.00Yes (X)$0$0$0
Linda Reiner
Trustee1.00Yes (X)$0$0$0
Michele Lueck
President & CEO60.00Yes (X)$240,170$0$35,852
Timothy Dunbar
Director of Finance and Admin.40.00Yes (X)$92,020$0$30,742
Amy Downs
Sr. Director of Policy & Analysis40.00$143,846$0$14,331Yes (X)
Deborah Goeken
Sr. Director of Operations & Communicat40.00$125,782$0$13,482Yes (X)
Jeff Bontrager
Director of Research40.00$105,932$0$14,010Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$707,750TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$108,417TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
SSRS
155 Gaither Drive Suite AM LaurelNJ08054Survey Administration$591,000
HSAG
3133 East Camelback Road Suite 300PhoenixAZ85016Survey Administration$101,231
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$115,000GovernmentGrantsAmt
All Other Contributions$2,394,042AllOtherContributionsAmt
Total Contributions$2,509,042TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescContract IncomeDesc
Business900099BusinessCd
Total Revenue Column$516,763TotalRevenueColumnAmt
Related Or Exempt Func Income$516,763RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$516,763TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,498TotalRevenueColumnAmt
Exclusion$10,498ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$28,796SecuritiesAmt
Other$5,800OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$3,538OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$28,796SecuritiesAmt
Other$2,262OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,058TotalRevenueColumnAmt
Exclusion$31,058ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Lease incentive900099$147,294$147,294
Miscellaneous income900099$6,150$6,150
FieldValueIRS element (for citing)
Other Revenue Total$153,444OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,220,805TotalRevenueColumnAmt
Related Or Exempt Func Income$522,913RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$188,850ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$398,783TotalAmt
Program Services$93,847ProgramServicesAmt
Management And General$213,849ManagementAndGeneralAmt
Fundraising$91,087FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,086,739TotalAmt
Program Services$1,052,930ProgramServicesAmt
Management And General$33,809ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$68,834TotalAmt
Program Services$68,834ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$93,994TotalAmt
Program Services$89,598ProgramServicesAmt
Management And General$2,103ManagementAndGeneralAmt
Fundraising$2,293FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$96,263TotalAmt
Program Services$76,224ProgramServicesAmt
Management And General$14,586ManagementAndGeneralAmt
Fundraising$5,453FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,588TotalAmt
Management And General$2,588ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$24,400TotalAmt
Management And General$24,400ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$18,490TotalAmt
Management And General$18,490ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$95,813TotalAmt
Program Services$79,907ProgramServicesAmt
Management And General$11,637ManagementAndGeneralAmt
Fundraising$4,269FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,421TotalAmt
Program Services$28,047ProgramServicesAmt
Management And General$5,367ManagementAndGeneralAmt
Fundraising$2,007FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$103,475TotalAmt
Program Services$81,934ProgramServicesAmt
Management And General$15,679ManagementAndGeneralAmt
Fundraising$5,862FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$51,880TotalAmt
Program Services$41,080ProgramServicesAmt
Management And General$7,861ManagementAndGeneralAmt
Fundraising$2,939FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$75,137TotalAmt
Program Services$59,096ProgramServicesAmt
Management And General$13,358ManagementAndGeneralAmt
Fundraising$2,683FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$52,251TotalAmt
Program Services$41,374ProgramServicesAmt
Management And General$7,917ManagementAndGeneralAmt
Fundraising$2,960FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,150TotalAmt
Program Services$15,164ProgramServicesAmt
Management And General$2,901ManagementAndGeneralAmt
Fundraising$1,085FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Consultants$832,026$781,176$31,050$19,800
Miscellaneous expenses$36,595$23,294$11,893$1,408
Professional Develop.$19,509$15,448$2,956$1,105

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,111,348TotalAmt
Program Services$2,547,953ProgramServicesAmt
Management And General$420,444ManagementAndGeneralAmt
Fundraising$142,951FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$701,699BOYAmt
EOY$236,463EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$700,532BOYAmt
EOY$259,438EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$842,719LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$414,431LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$96,501BOYAmt
EOY$428,288EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$684,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,512,678BOYAmt
EOY$1,622,135EOYAmt

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$1,512,678BOYAmt
EOY$1,622,135EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,512,678BOYAmt
EOY$1,622,135EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,512,678BOYAmt
EOY$1,622,135EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$109,457ReconcilationRevenueExpnssAmt
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$2,859,608CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$919,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,149,472CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,950,979CurrentTaxYearMinus1YearAmt
Current Tax Year$2,509,042CurrentTaxYearAmt
Total$11,388,692TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,859,608CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$919,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,149,472CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,950,979CurrentTaxYearMinus1YearAmt
Current Tax Year$2,509,042CurrentTaxYearAmt
Total$11,388,692TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,603,739SubstantialContributorsTotAmt
Public Support Total170$1,784,953PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,616CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,957CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$965CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$706CurrentTaxYearMinus1YearAmt
Current Tax Year$10,498CurrentTaxYearAmt
Total$20,742TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$147,294CurrentTaxYearAmt
Total$147,294TotalAmt
FieldValueIRS element (for citing)
Total Support$11,556,728TotalSupportAmt
Gross Receipts Rltd Activities$2,420,717GrossReceiptsRltdActivitiesAmt
Public Support CY1700.15450PublicSupportCY170Pct
Public Support PY1700.21820PublicSupportPY170Pct
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%, and 2013 the percentage was 15.57%.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. The Institute also received two grants in 2013, one from a university and one from the State of Colorado Department of Health Care Policy and Financing. Other funding is received from contracts. Some of these contracts are from the "four foundations". However, in 2013, the Institute had contract work with fifteen other entities, three of those being with the State of Colorado, and twelve contracts with other not-for-profit organizations.3)Is the governing body representative of the broad interests of the public? In 2013, the Institute's board of trustees was made up of nine trustees that represent experts in the field of health as well as community leaders. Seven of the nine 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 covenings 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 2013, CHI responded to 391 information requests from the public and gave 97 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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$842,719OtherCostOrOtherBasisAmt
Depreciation$414,431DepreciationAmt
Book Value$428,288BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$428,288TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,110,476TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,110,476RevenueSubtotalAmt
Other Revenues Not Included$2,110,329OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,110,329RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,220,805TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,116,140TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$4,792OtherExpensesIncludedAmt
Expenses Not Reported$4,792ExpensesNotReportedAmt
Expenses Subtotal$3,111,348ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,111,348TotalExpensesPerForm990Amt

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, 2013 and 2012. 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, 2013 and 2012. The tax years for 2012, 2011 and 2010 remain subject to examination.
Part XI, Line 4b - Other Adjustments:Conversion to Cash Basis 2,110,329.
Part XII, Line 2d - Other Adjustments:Conversion to Cash Basis 4,792.

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$206,670$0$33,500$0$0$0$17,308$0$18,544$0$276,022$0$0$0
Amy Downs
Sr. Director of Policy & Analysis$136,846$0$7,000$0$0$0$10,321$0$4,010$0$158,177$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 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 2013.
Form 990, Part VI, Section B, line 15In 2012, CHI contracted 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. CHI received updated information from Mountain States for 2013 compensation.
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.

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