COLORADO HEALTH BENEFIT EXCHANGE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO HEALTH BENEFIT EXCHANGE (EIN 45-3733823)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-21
- IRS object ID
- 202611119349301131
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T11:00:11-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453733823 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO HEALTH BENEFIT EXCHANGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 7204962530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 SOUTH ULSTER STREET 300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN PATTERSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7204962530 | PhoneNum |
| Signature | 2026-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYSSA M KENT | PreparerPersonNm |
| PTIN | P01701477 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2026-04-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNECT FOR HEALTH COLORADO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN PATTERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 SOUTH ULSTER STREET NO 300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $72,273,797 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CONNECTFORHEALTHCO.COM | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | UNINCORPORATED ASSOCIATION | OtherOrganizationDsc |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO INCREASE ACCESS, AFFORDABILITY, AND CHOICE FOR INDIVIDUALS PURCHASING INSURANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 242 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,785,366 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,281,579 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,733,483 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $65,885,333 | CYProgramServiceRevenueAmt |
| PY Investment Income | $628,014 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,103,669 | CYInvestmentIncomeAmt |
| PY Other Revenue | $139,279 | PYOtherRevenueAmt |
| CY Other Revenue | $3,216 | CYOtherRevenueAmt |
| PY Total Revenue | $60,286,142 | PYTotalRevenueAmt |
| CY Total Revenue | $72,273,797 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,354,821 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,968,057 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,306 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,636,218 | PYOtherExpensesAmt |
| CY Other Expenses | $33,316,254 | CYOtherExpensesAmt |
| PY Total Expenses | $53,991,039 | PYTotalExpensesAmt |
| CY Total Expenses | $59,284,311 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,295,103 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,989,486 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,485,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,790,021 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,453,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,768,932 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,031,603 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,021,089 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF CONNECT FOR HEALTH COLORADO IS TO INCREASE ACCESS, AFFORDABILITY, AND CHOICE FOR INDIVIDUALS AND SMALL EMPLOYERS PURCHASING HEALTH INSURANCE IN COLORADO. (SEE ON SCHEDULE O)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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $49,658,517 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $63,303,039 | RevenueAmt |
| Desc | THE CONTINUATION OF THE FEDERAL ENHANCED PREMIUM TAX CREDITS AND COLORADO'S COST SHARING REDUCTIONS HELPED LOWER THE COST OF MONTHLY PREMIUMS AND OUT-OF-POCKET COSTS FOR 80% OF OUR CUSTOMERS. THROUGH THESE SAVINGS PROGRAMS AND CONTINUED EFFORTS TO INFORM PEOPLE OF THEIR HEALTH INSURANCE OPTIONS AND AVAILABLE FINANCIAL HELP, C4HCO SAW RECORD ENROLLMENTS THIS YEAR. NEARLY 296,500 COLORADANS SIGNED UP FOR COVERAGE DURING OPEN ENROLLMENT FOR 2025. THIS TOTAL WAS A 19% INCREASE FROM THE PRIOR OPEN ENROLLMENT PERIOD. WITH THE GROWTH IN HEALTH COVERAGE PROVIDED THROUGH C4HCO, THE STATE SAW AN INCREASE OF OVER $300 MILLION IN FEDERAL FINANCIAL HELP. (SEE ON SCHEDULE O)AREAS OF SIGNIFICANT FOCUS THIS YEAR INCLUDED:CUSTOMER OPERATIONS.OUR CUSTOMER SERVICE CENTER CONTINUED TO BUILD ON THE MOMENTUM AND SUCCESS WE EXPERIENCED IN STREAMLINING OPERATIONS LAST YEAR WHEN WE BROUGHT SYSTEMS IN-HOUSE AND CREATED A DEDICATED INTERNAL CUSTOMER SUPPORT TEAM. THANKS TO THESE IMPROVEMENTS AND THE IMPLEMENTATION OF AN INTUITIVE KNOWLEDGE BASE THIS YEAR, THE AVERAGE CALL DURATION DECREASED BY A FULL MINUTE BETWEEN DECEMBER 2023 AND DECEMBER 2024, LEADING TO A CUSTOMER SATISFACTION RATE OF 87% NEARLY 40% HIGHER THAN FIVE YEARS AGO.BROKER AND ASSISTER CUSTOMER SUPPORT.ABOUT 66% OF ALL ENROLLMENTS FOR PLAN YEAR 2025 WERE COMPLETED WITH THE HELP OF A HEALTH INSURANCE BROKER OR ASSISTER. THIS YEAR, WE EXPANDED OUR ASSISTANCE NETWORK, WELCOMING NEW COMMUNITY-BASED REFERRAL PARTNERS, INCLUDING SOCIAL SERVICE AGENCIES AND HEALTH CARE PROVIDERS. ADDITIONALLY, CONNECT FOR HEALTH COLORADO ADDED 17 NEW STOREFRONT LOCATIONS TO PROVIDE ENROLLMENT HELP AT 63 ENROLLMENT CENTERS ACROSS THE STATE. IMPROVEMENTS TO THE BROKER PORTAL ALLOWED FOR SEAMLESS INTEGRATION WITH CUSTOMER INFORMATION AND SPED UP THE ENROLLMENT PROCESS. THESE IMPROVEMENTS CONTRIBUTED TO NEARLY 178,000 CUSTOMERS ENROLLING WITH THE HELP OF A BROKER.MODERNIZING SYSTEMS.WITH AN INCREASED EMPHASIS ON A CUSTOMER'S EXPERIENCE WHEN USING THE MARKETPLACE PLATFORM, C4HCO FOCUSED ON CONTINUING TO MOVE TOWARDS A COMBINED APPLICATION AND SHOPPING/ENROLLMENT PROCESS. ACCOMPLISHMENTS DURING THE YEAR INCLUDED ENHANCEMENTS TO OUR RENEWAL PROCESS, CONTRIBUTING TO 83% OF OUR ENROLLMENTS COMING FROM RETURNING CUSTOMERS. ADDITIONALLY, IMPROVEMENTS WERE MADE TO OUR CUSTOMER PAYMENT AND TESTING PROCESSES. | Desc |
| Total Program Service Expenses | $49,658,517 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 242 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN BRAUN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7204962530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 SOUTH ULSTER STREET NO 300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DICK THOMPSON | |||||||||
| BOARD CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARA BAER | |||||||||
| BOARD CHAIR-ELECT | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNIE LEE | |||||||||
| VICE-CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LOREZ MEINHOLD | |||||||||
| TREASURER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTY BLAKELY | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK GORDON | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM FOX | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT RUIZ-MOSS | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER BROOKS | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN PATTERSON | |||||||||
| CHIEF EXECUTIVE OFFICER | 45.00 | 0.00 | Yes (X) | $398,905 | $0 | $40,400 | |||
| BRIAN BRAUN | |||||||||
| CHIEF FINANCIAL OFFICER | 45.00 | 0.00 | Yes (X) | $292,599 | $0 | $62,162 | |||
| KELLY GUTHNER | |||||||||
| CHIEF INNOVATION OFFICER | 45.00 | 0.00 | Yes (X) | $295,531 | $0 | $56,074 | |||
| KATHERINE DAVIES | |||||||||
| CHIEF PRODUCT OFFICER | 45.00 | 0.00 | $200,488 | $0 | $39,262 | Yes (X) | |||
| NINA SCHWARTZ | |||||||||
| CHIEF POLICY AND EXTERNAL AFFAIRS OFFICER | 42.00 | 0.00 | $176,907 | $0 | $30,116 | Yes (X) | |||
| RENATA ROBINSON | |||||||||
| CHIEF HUMAN RESOURCES AND TRAINING OFFICER | 41.00 | 0.00 | $292,056 | $0 | $50,750 | Yes (X) | |||
| ALAN SCHMITZ | |||||||||
| GENERAL COUNSEL/COMPLIANCE OFFICER | 41.00 | 0.00 | $255,772 | $0 | $52,926 | Yes (X) | |||
| JUSTIN BRANDON | |||||||||
| SENIOR DIRECTOR OF CUSTOMER AND ISSUER OPERATIONS | 45.00 | 0.00 | $201,500 | $0 | $45,693 | Yes (X) | |||
| WILLIAM SCHWARTZ | |||||||||
| DIRECTOR OF SOFTWARE DEVELOPMENT | 41.28 | 0.00 | $188,523 | $0 | $44,623 | Yes (X) | |||
| MOLLY MCCLURG | |||||||||
| DEPUTY GENERAL COUNSEL | 40.00 | 0.00 | $184,450 | $0 | $29,119 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,486,731 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $451,125 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 75 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CGI | |||||
| 12907 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | TECHNOLOGY DEVELOPMENT | $8,167,892 |
| HIRE CONNECTIONS | |||||
| 7853 E ARAPAHOE CT 1000 | CENTENNIAL | CO | 80112 | CUSTOMER SERVICE | $3,696,228 |
| QUANTA INTELLIGENCE | |||||
| 3800 BUCHTEL BOULEVARD 100037 | DENVER | CO | 80250 | TECH AND BUSINESS INTELLIGENCE | $627,912 |
| COMPRI CONSULTING | |||||
| 2601 BLAKE STREET SUITE 100 | DENVER | CO | 80205 | PRODUCT DEVELOPMENT | $373,950 |
| BURKSCOMM | |||||
| 3619 S NARCISSUS WAY | DENVER | CO | 80237 | OUTREACH | $228,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,281,579 | AllOtherContributionsAmt |
| Total Contributions | $5,281,579 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CARRIER FEE REVENUE | 900099 | $57,989,601 | $57,989,601 | |
| PROGRAM REVENUE | 900099 | $5,310,222 | $5,310,222 | |
| MANAGEMENT FEES | 900099 | $2,585,510 | $2,585,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $65,885,333 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $832,172 | TotalRevenueColumnAmt |
| Exclusion | $832,172 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $271,497 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $271,497 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $271,497 | TotalRevenueColumnAmt |
| Exclusion | $271,497 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,216 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,216 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,216 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,273,797 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,303,039 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,689,179 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,065 | TotalAmt |
| Program Services | $1,001,143 | ProgramServicesAmt |
| Management And General | $422,350 | ManagementAndGeneralAmt |
| Fundraising | $7,572 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,648,679 | TotalAmt |
| Program Services | $14,320,487 | ProgramServicesAmt |
| Management And General | $3,328,192 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,801,792 | TotalAmt |
| Program Services | $1,446,895 | ProgramServicesAmt |
| Management And General | $354,182 | ManagementAndGeneralAmt |
| Fundraising | $715 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,371,200 | TotalAmt |
| Program Services | $2,707,179 | ProgramServicesAmt |
| Management And General | $662,683 | ManagementAndGeneralAmt |
| Fundraising | $1,338 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,715,321 | TotalAmt |
| Program Services | $1,377,456 | ProgramServicesAmt |
| Management And General | $337,184 | ManagementAndGeneralAmt |
| Fundraising | $681 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,894 | TotalAmt |
| Management And General | $20,894 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,632 | TotalAmt |
| Program Services | $102,814 | ProgramServicesAmt |
| Management And General | $391,818 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,411 | TotalAmt |
| Program Services | $80,004 | ProgramServicesAmt |
| Management And General | $187,407 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,868 | TotalAmt |
| Program Services | $82,350 | ProgramServicesAmt |
| Management And General | $191,518 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,496 | TotalAmt |
| Program Services | $375,729 | ProgramServicesAmt |
| Management And General | $92,767 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,133 | TotalAmt |
| Program Services | $15,325 | ProgramServicesAmt |
| Management And General | $88,808 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,959 | TotalAmt |
| Program Services | $13,228 | ProgramServicesAmt |
| Management And General | $16,731 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,644,275 | TotalAmt |
| Program Services | $4,589,212 | ProgramServicesAmt |
| Management And General | $55,063 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,973 | TotalAmt |
| Management And General | $99,973 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TECHNOLOGY DEVELOPMENT | $11,730,391 | $11,655,071 | $75,320 |
| MARKETING AND OUTREACH | $6,156,921 | $6,140,692 | $16,229 |
| CUSTOMER SERVICE DEVELO | $5,410,889 | $5,410,889 | |
| TRAINING | $100,198 | $47,191 | $53,007 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,514,214 | TotalAmt |
| Program Services | $292,852 | ProgramServicesAmt |
| Management And General | $3,221,362 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,284,311 | TotalAmt |
| Program Services | $49,658,517 | ProgramServicesAmt |
| Management And General | $9,615,488 | ManagementAndGeneralAmt |
| Fundraising | $10,306 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,695,077 | BOYAmt |
| EOY | $2,022,102 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,463,047 | BOYAmt |
| EOY | $9,226,190 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,953,395 | BOYAmt |
| EOY | $11,985,818 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,155,084 | BOYAmt |
| EOY | $1,279,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $67,951,477 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,974,486 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,529,219 | BOYAmt |
| EOY | $18,976,991 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,340,807 | BOYAmt |
| EOY | $21,155,609 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$172,762 | BOYAmt |
| EOY | $98,735 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,859 | BOYAmt |
| EOY | $3,870,176 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,184,735 | BOYAmt |
| EOY | $4,175,278 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,485,461 | BOYAmt |
| EOY | $72,790,021 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,910,375 | BOYAmt |
| EOY | $9,013,486 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,543,483 | BOYAmt |
| EOY | $5,755,446 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,453,858 | BOYAmt |
| EOY | $14,768,932 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,696,089 | BOYAmt |
| EOY | $39,384,354 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,335,514 | BOYAmt |
| EOY | $18,636,735 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,031,603 | BOYAmt |
| EOY | $58,021,089 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,485,461 | BOYAmt |
| EOY | $72,790,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,989,486 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Governmental Unit | Yes (X) | GovernmentalUnitInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $205,649 | OtherCostOrOtherBasisAmt |
| Book Value | $205,649 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,366,572 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,252,421 | DepreciationAmt |
| Book Value | $114,151 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,379,256 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,722,065 | DepreciationAmt |
| Book Value | $18,657,191 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,976,991 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCOMPANY RECEIVABLE | $2,602,881 |
| LEASE RIGHT-OF-USE ASSETS | $1,545,014 |
| SECURITY DEPOSITS | $27,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,175,278 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SBITA LIABILITY | $3,946,355 |
| RIGHT-OF-USE LIABLITIY | $1,372,840 |
| DEFERRED RENT | $436,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,755,446 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $71,903,255 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $71,903,255 | RevenueSubtotalAmt |
| Other Revenues Not Included | $370,542 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $370,542 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $72,273,797 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $58,913,769 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $58,913,769 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $370,542 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $370,542 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $59,284,311 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSE NETTED AGAINST REVENUE 370,542. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSE NETTED AGAINST REVENUE 370,542. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN PATTERSON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $351,081 | $0 | $47,824 | $0 | $0 | $0 | $20,400 | $0 | $20,000 | $0 | $439,305 | $0 | $0 | $0 |
| BRIAN BRAUN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $292,599 | $0 | $0 | $0 | $0 | $0 | $29,620 | $0 | $32,542 | $0 | $354,761 | $0 | $0 | $0 |
| KELLY GUTHNER | ||||||||||||||
| CHIEF INNOVATION OFFICER | $295,531 | $0 | $0 | $0 | $0 | $0 | $29,553 | $0 | $26,521 | $0 | $351,605 | $0 | $0 | $0 |
| RENATA ROBINSON | ||||||||||||||
| CHIEF HUMAN RESOURCES AND TRAINING O | $292,056 | $0 | $0 | $0 | $0 | $0 | $23,666 | $0 | $27,084 | $0 | $342,806 | $0 | $0 | $0 |
| ALAN SCHMITZ | ||||||||||||||
| GENERAL COUNSEL/COMPLIANCE OFFICER | $255,772 | $0 | $0 | $0 | $0 | $0 | $25,851 | $0 | $27,075 | $0 | $308,698 | $0 | $0 | $0 |
| JUSTIN BRANDON | ||||||||||||||
| SENIOR DIRECTOR OF CUSTOMER AND ISSU | $201,500 | $0 | $0 | $0 | $0 | $0 | $20,130 | $0 | $25,563 | $0 | $247,193 | $0 | $0 | $0 |
| KATHERINE DAVIES | ||||||||||||||
| CHIEF PRODUCT OFFICER | $200,488 | $0 | $0 | $0 | $0 | $0 | $20,599 | $0 | $18,663 | $0 | $239,750 | $0 | $0 | $0 |
| WILLIAM SCHWARTZ | ||||||||||||||
| DIRECTOR OF SOFTWARE DEVELOPMENT | $188,523 | $0 | $0 | $0 | $0 | $0 | $18,972 | $0 | $25,651 | $0 | $233,146 | $0 | $0 | $0 |
| MOLLY MCCLURG | ||||||||||||||
| DEPUTY GENERAL COUNSEL | $184,450 | $0 | $0 | $0 | $0 | $0 | $17,857 | $0 | $11,262 | $0 | $213,569 | $0 | $0 | $0 |
| NINA SCHWARTZ | ||||||||||||||
| CHIEF POLICY AND EXTERNAL AFFAIRS OF | $176,907 | $0 | $0 | $0 | $0 | $0 | $17,961 | $0 | $12,155 | $0 | $207,023 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE BONUS THAT WAS PAID TO THE CEO WAS DETERMINED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11B | THE FORM 990 IS REVIEWED BY ALL MEMBERS OF THE EXECUTIVE AND 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, WHICH ARE UPDATED ANNUALLY. THE COMPLETED CONFLICT OF INTEREST DECLARATIONS ARE THEN REVIEWED BY HUMAN RESOURCES AND THE EXECUTIVE TEAM TO DETERMINE IF THERE ARE ANY RISKS ASSOCIATED WITH ANY OF THE DISCLOSURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS USED A BLENDED APPROACH TO DETERMINE THE CEO'S ANNUAL COMPENSATION. THIS INCLUDED CONSIDERATION OF THIRD-PARTY MARKET DATA, EMPLOYEE ENGAGEMENT SURVEY RESULTS, THE CEO 360-FEEDBACK ASSESSMENT, AND THE ORGANIZATION-WIDE ANNUAL SALARY INCREASE RANGES FOR STAFF. CEO COMPENSATION ADJUSTMENT IS BASED ON PERFORMANCE AS EVALUATED BY THE BOARD. THE BOARD'S FINAL COMPENSATION DETERMINATION WAS COMMUNICATED THROUGH THE ORGANIZATION'S GENERAL COUNSEL TO PAYROLL FOR IMPLEMENTATION. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNECT FOR HEALTH COLORADO COMPANY PBC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 S ULSTER STREET SUITE 300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 854063842 | EIN |
| Primary Activities | MANAGEMENT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO HEALTH BENEFIT EXCHANGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $271,497 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,701,616 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CONNECT FOR HEALTH COLORADO COMPANY PBC | ||
| A | $17,371 | FMV |
| CONNECT FOR HEALTH COLORADO COMPANY PBC | ||
| Q | $2,585,509 | FMV |
| CONNECT FOR HEALTH COLORADO COMPANY PBC | ||
| L | $2,585,509 | FMV |
Comments