2024-09-27T16:40:58-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2022-01-01 208381131 HEALTH CURRENT HEAL 6026887200 2901 N CENTRAL AVE 1100 PHOENIX AZ 85012 TINA HOGEMAN CFO 6026887200 2024-09-16 1 1 MELISSA HANGSLEBEN P02087031 6022662248 2024-09-16 2022 2024-10-15 13:58:12Z X MELISSA KOTRYS 2901 N CENTRAL AVE 1100 PHOENIX AZ 85012 23652318 0 X WWW.CONTEXTURE.ORG X 2007 AZ ADVANCING INDIVIDUAL AND COMMUNITY HEALTH AND WELLNESS THROUGH THE DELIVERY OF ACTIONABLE INFORMATION AND ANALYSIS. X 3 3 0 2 0 0 9296145 15799897 23956784 7852421 1818 0 84000 0 33338747 23652318 0 0 0 0 11846085 16239035 0 0 0 7198989 9125827 19045074 25364862 14293673 -1712544 23747319 1802471 441653 264520 23305666 1537951 X ADVANCING INDIVIDUAL AND COMMUNITY HEALTH AND WELLNESS THROUGH THE DELIVERY OF ACTIONABLE INFORMATION AND ANALYSIS. 0 1 6533071 0 4958226 DATA MANAGEMENT FEES:THESE ARE FEES THAT ORGANIZATIONS PAY FOR THE ABILITY TO PARTICIPATE IN THE HEALTH INFORMATION EXCHANGE (HIE). IN ADDITION, HIE PARTICIPANTS GAIN ACCESS TO EDUCATIONAL ACTIVITIES INCLUDING EVENTS AND WEBINARS, AS WELL AS UPDATES FROM THE HEALTH INFORMATION TECHNOLOGY (HIT) COMMUNITY. PARTICIPANTS ALSO RECEIVE THE OPPORTUNITY TO CONTRIBUTE TO VARIOUS COUNCILS AND WORKGROUPS RELATING TO HIE. 2345091 0 1000000 AZDHR:THE ARIZONA HEALTHCARE DIRECTIVES REGISTRY (AZHDR) IS A PROGRAM THAT OPERATES ARIZONA'S STATEWIDE REGISTRY FOR ADVANCE DIRECTIVES, AS DESIGNATED BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES. INDIVIDUALS REGISTER AND FILE THEIR END OF LIFE WISHES IN A SECURE, ELECTRONIC REGISTRY, WHICH CAN BE ACCESSED AS NEEDED TO ENSURE THAT THE INDIVIDUAL'S TREATMENT AND END OF LIFE WISHES ARE HONORED. 2316950 0 988000 ADHS ECASE:THIS PROGRAM PROVIDED PROJECT AND PROGRAM MANAGEMENT SUPPORT TO THE ARIZONA DEPARTMENT OF HEALTH SERVICES DURING THEIR IMPLEMENTATION OF ELECTRONIC CASE REPORTING (ECR) WITH HOSPITALS AND FEDERALLY QUALIFIED HEALTH CENTERS ACROSS ARIZONA. 1395564 0 595100 AHCCCS CRISIS DASH:THIS PROGRAM DESIGNED, DEVELOPED AND INITIATED THE IMPLEMENTATION OF THE ARIZONA CRISIS BED REGISTRY (CBR), WHICH TRACKS NEAR REAL-TIME CAPACITY FOR CRISIS FACILITIES STATEWIDE IN ARIZONA. THE PROGRAM WAS DEVELOPED IN SUPPORT OF ARIZONA HEALTH CARE COST CONTAINMENT SYSTEM (AHCCCS), ARIZONA'S MEDICAID AGENCY, AND IN COLLABORATION WITH THE STATEWIDE CRISIS RESPONSE NETWORK AND PHONE LINE, OPERATED BY SOLARI CRISIS AND HUMAN SERVICES. 729546 0 311095 OTHER PROGRAMS:OTHER PROGRAM SERVICES CONSIST OF THE ADHS COVID DASH, AHCCCS SDOH, AND ADHS OPIOID PROGRAMS. 3669234 0 0 HEALTH INFORMATION EXCHANGE ONBOARDING AND OPERATIONS PROGRAM:SUPPORTS THE PARTICIPATION OF ELIGIBLE MEDICAID PROVIDERS IN BIDIRECTIONAL HEALTH INFORMATION EXCHANGE THROUGH HEALTH CURRENT. THE PROGRAM ENABLES ONBOARDING AND IMPLEMENTATION OF NEW PROVIDERS TO THE HIE AND SUPPORTS ONGOING MAINTENANCE AND OPERATIONS OF EXISTING PROVIDERS IN ALIGNMENT WITH MEDICAID INITIATIVES. 3318731 0 0 SOCIAL DETERMINANTS OF HEALTH:IN PARTNERSHIP WITH THE ARIZONA HEALTH CARE COST CONTAINMENT SYSTEM (AHCCCS), ARIZONA'S STATE MEDICAID AGENCY, HEALTH CURRENT DEVELOPED A CLOSED LOOP REFERRAL SYSTEM (CLRS) TO ADDRESS SOCIAL DETERMINANTS OF HEALTH (SDOH) NEEDS IN ARIZONA. IN CONCERT WITH AHCCCS, AND IN COLLABORATION WITH 2-1-1 ARIZONA, WHICH OPERATED BY SOLARI CRISIS & HUMAN SERVICES, THE TECHNOLOGY SOLUTION LAUNCHED IN 2021, AND MARKS A SIGNIFICANT MILESTONE IN SUPPORTING PROVIDERS, HEALTH PLANS, COMMUNITY-BASED ORGANIZATIONS (CBOS) AND COMMUNITY STAKEHOLDERS IN MEETING THE SOCIAL SERVICE NEEDS OF ARIZONANS. 9113075 0 906195 20308187 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X TINA HOGEMAN 7202853200 2000 S COLORADO BLVD STE 12000 DENVER CO 80222 MELISSA KOTRYS CEO AND TREASURER 1.00 60.00 X X 0 279418 33090 TIMOTHY DUNBAR CHIEF FINANCIAL OFFICER 1.00 50.00 X X 0 201277 14521 MORGAN HONEA SECRETARY 1.00 60.00 X X 0 264113 28862 0 744808 76473 0 0 1 0 0 15145150 654747 15799897 HIE SUBSCRIPTION FEES 561499 4958226 4958226 AZHDR 561499 1000000 1000000 ADHS ECASE 561499 988000 988000 AHCCCS CRISIS DASH 561499 595100 595100 AHCCCS SDOH 561499 100000 100000 211095 211095 7852421 23652318 7852421 0 0 13351546 13351546 666069 666069 1333279 1333279 888141 888141 5056675 5056675 126021 126021 192937 192937 79111 79111 537869 537869 248638 248638 154126 154126 522064 522064 434808 434808 180036 180036 163572 163572 292424 292424 377265 377265 DEVELOPMENT AND RECRUIT 325718 325718 BAD DEBT 172386 172386 PROGRAM PASS-THROUGH 151836 151836 DUES AND SUBSCRIPTIONS 77835 77835 32506 32506 25364862 20308187 5056675 0 2541436 1020132 17679200 254 3328467 782339 181140 0 0 16822 0 23747319 1802471 441653 114520 150000 441653 264520 X 23305666 1537951 23305666 1537951 23747319 1802471 X -1712544 -20055171 X X 0 1 X 1 0 X 10687476 10677255 12472165 9296145 15799897 58932938 10687476 10677255 12472165 9296145 15799897 58932938 58932938 21455 8007 4754 1818 0 36034 40021 110000 84000 234021 59202993 45679123 0.99540 0.99400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 40,021. 2020 AMOUNT: $ 110,000. 2021 AMOUNT: $ 84,000. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 79111 79111 0 PART II-B, LINE 1: CONTRACTED WITH OUTSIDE FIRMS TO PROVIDE FEDERAL AND STATE LOBBYING SERVICES. 0 X PART X, LINE 2: INCOME TAXES ARE NOT PROVIDED FOR IN THE FINANCIAL STATEMENTS, SINCE HEALTH CURRENT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE ORGANIZATION IS SUBJECT TO BOTH FEDERAL AND STATE INCOME TAXES ON INCOME GENERATED FROM UNRELATED BUSINESS INCOME, IF ANY, CONDUCTED THROUGH THE ORGANIZATION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022. 0 0 0 0 0 0 1 0 0 MELISSA KOTRYS CEO AND TREASURER 0 190676 0 87897 0 845 0 18300 0 14790 0 312508 0 0 MORGAN HONEA SECRETARY 0 222108 0 41282 0 723 0 16918 0 11944 0 292975 0 0 TIMOTHY DUNBAR CHIEF FINANCIAL OFFICER 0 160008 0 40299 0 970 0 12379 0 2142 0 215798 0 0 PART I, LINE 3 THE INDIVIDUALS LISTED ARE COMPENSATED BY THE SOLE MEMBER, CONTEXTURE, WHO USES THE FOLLOWING IN DETERMINING COMPENSATION AND CHECKS THE FOLLOWING BOXES ON THEIR SCHEDULE J FOR THEIR EMPLOYEES LISTED IN PART II OF THIS SCHEDULE J: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 6 THE SOLE MEMBER, CONTEXTURE, PAID THEIR OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES BOTH YEAR-END AND QUARTERLY BONUSES BASED ON QUARTERLY AND ANNUAL FINANCIAL PERFORMANCE. TRANSFER OF NET ASSETS 2022-01-01 20055171 FMV 862878952 CONTEXTURE 2000 S COLORADO BLVD SUITE 12 DENVER CO 80222 501(C)(3) 1 1 0 0 PART XI, LINE 9 TRANSFER OF NET ASSETS, CAPITAL ASSETS, CASH, AND INVESTMENTS TO CONTROLLING ORGANIZATION, CONTEXTURE. FORM 990, PART III, LINE 3 THE EDUCATION AND OUTREACH PROGRAM WAS DISCONTINUED FOR THE CURRENT YEAR. FORM 990, PART V, LINE 2A THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES BEGINNING IN CALENDAR 2022. ALL EMPLOYEES AS REPRESENTED ON THE COMPENSATION EXPENSE LINE ITEMS ON THE FUNCTIONAL EXPENSE SCHEDULE (PART IX) ARE EMPLOYED BY THE SOLE MEMBER, CONTEXTURE AS OF JANUARY 1, 2022. THEREFORE, THE ORGANIZATION DOES NOT ISSUE W-2'S FOR THESE EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WHICH SHALL CONSIST OF THE BOARD-APPOINTED OFFICERS OF THE CORPORATION WHO ARE ALSO DIRECTORS, INCLUDING THE EX OFFICIO NON-VOTING MEMBERS OF THE BOARD WHO SHALL BE NON-VOTING MEMBERS OF THE EXECUTIVE COMMITTEE, AND UP TO TWO AT-LARGE DIRECTORS, AS APPOINTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE PERIOD BETWEEN BOARD MEETINGS, SUBJECT TO ANY LIMITATIONS IMPOSED BY THE BOARD OF DIRECTORS, BY THE BYLAWS, OR BY THE LAW. FORM 990, PART VI, SECTION A, LINE 3 IN SEPTEMBER 2020, TWO ENTITIES (COLORADO REGIONAL HEALTH INFORMATION ORGANIZATION (CORHIO) AND HEALTH CURRENT) WITH HEALTH INFORMATION EXCHANGES ENTERED INTO A LETTER OF INTENT REGARDING A PROPOSED AFFILIATION AGREEMENT. THE AFFILIATION AGREEMENT IMPROVES EACH ORGANIZATIONS' ABILITY TO SERVE THEIR RESPECTIVE COMMUNITIES BY LEVERAGING THE COMBINED EXPERTISE, CREATING A LARGER REGIONAL DATA UTILITY TO IMPROVE PUBLIC AND POPULATION HEALTH, AND OPENING BROADER REVENUE OPPORTUNITIES FOR DEEPER COMMUNITY-LEVEL SERVICES AND SUSTAINABILITY. BOTH ORGANIZATIONS' BOARDS OF DIRECTORS APPROVED THE AFFILIATION AGREEMENT TO BE EFFECTIVE AS OF JULY 1, 2021, ESTABLISHING CONTEXTURE. BOTH ENTITIES HAVE MAINTAINED THEIR SEPARATE TAX-EXEMPT STATUS. EFFECTIVE JULY 1, 2021, THE PARENT ORGANIZATION CONTEXTURE WAS ESTABLISHED AND BECAME THE SOLE MEMBER OF HEALTH CURRENT AND CORHIO. EFFECTIVE JANUARY 1, 2022, CONTEXTURE ESTABLISHED CONTEXTURE, LLC AS AN ADMINISTRATIVE HUB HOUSING THE FINANCIAL ADMINISTRATION AND EMPLOYEES OF THE TWO ENTITIES. THE ACTIVITIES OF CONTEXTURE LLC, COLORADO REGIONAL HEALTH INFORMATION ORGANIZATION AND HEALTH CURRENT HAVE BEEN CONSOLIDATED WITHIN CONTEXTURE, AS CONTEXTURE EXERCISES CONTROL OVER THESE ENTITIES. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE MEMBER. THE SOLE MEMBER OF THE CORPORATION IS CONTEXTURE, A COLORADO NONPROFIT RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE CODE. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, CONTEXTURE, HAS THE POWER AND AUTHORITY TO APPOINT THE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER, CONTEXTURE, HAS THE POWER TO AMEND AND RESTATE THE ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS REGARDING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES OF THE BOARD OF DIRECTORS SHALL CONTAIN THE NAMES OF THE PERSONS, THE NATURE OF THE FINANCIAL INTEREST AND DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. TO ENSURE THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE A REVIEW OF WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENT FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S OFFICERS AND EMPLOYEES ARE COMPENSATED BY THE SOLE MEMBER, CONTEXTURE. CEO COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE ENTIRE BOARD. AN OUTSIDE CONSULTANT PROVIDED A BENCHMARK SURVEY FOR ALL EXECUTIVE POSITIONS WHICH WAS USED TO DETERMINE IF SALARIES ARE IN PROPER RANGES. THIS WAS THEN DOCUMENTED IN THE CEO'S PERSONNEL FILE. NEW OR RECLASSIFIED POSITIONS ARE REVIEWED BY THE MANAGER AND DIRECTOR OF HUMAN RESOURCES TO EVALUATE THE DUTIES AND SEE IF ADJUSTMENTS ARE NECESSARY. AN OUTSIDE CONSULTANT PREPARED A COMPREHENSIVE SALARY ANALYSIS OF ALL POSITIONS WITHIN THE ORGANIZATION (EXCEPT EXECUTIVE LEADERSHIP) AND ASSIGNED A PAY GRADE TO EACH JOB TITLE. COMPA RATIOS ARE USED TO DETERMINE INDIVIDUAL SALARIES AND ANY INCREASES ARE DETERMINED THROUGH ANNUAL PERFORMANCE EVALUATIONS. EVALUATIONS ARE DOCUMENTED AND KEPT IN THE EMPLOYEE'S PERSONNEL FILE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CAPITAL TRANSFER TO PARENT -20,055,171. FORM 990, PAGE 12, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE YEAR. CONTEXTURE 2000 S COLORADO BLVD STE 12000 DENVER CO 80222 862878952 HEALTH INFORMATION EXCHANGE CO 501(C)(3) LINE 10 N/A 0 COLORADO REGIONAL HEALTH INFORMATION ORGANIZATION 2000 S COLORADO BLVD STE 12000 DENVER CO 80222 300558038 HEALTH INFORMATION EXCHANGE CO 501(C)(3) LINE 10 CONTEXTURE 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 CONTEXTURE M 5056675 COST