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← COLORADO PERSONALIZED EDUCATION PROGRAM FOR PHYSICIANS

Form 990 for tax year 2023

Filed by COLORADO PERSONALIZED EDUCATION PROGRAM FOR PHYSICIANS.

Totals

Total revenue
$2,848,718
Total expenses
$2,958,583
Contributions and grants received
$222,700
Grants paid
$0
Program service revenue
$2,612,471
Investment income
$3,315
Other revenue
$10,232
Total assets, end of year
$2,543,509
Total liabilities, end of year
$956,772
Net assets or fund balances, end of year
$1,586,737
Program services expenses (Part IX)
$2,478,045
Management and general expenses
$448,379
Fundraising expenses
$32,159
Program service expenses (Part III)
$2,478,045

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $222,700

  • 2a · Program service revenue: PROGRAM SERVICE REVENU

    total $2,612,471 · related or exempt $2,612,471

  • 3 · Investment income

    total $3,315 · excluded $3,315

  • 11a · Other revenue: MISCELLANEOUS

    total $10,232 · excluded $10,232

  • 11e · Other revenue, total

    $10,232

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $727,899 · program services $588,095 · management and general $125,806 · fundraising $13,998

  • 7 · Other salaries and wages

    total $639,896 · program services $516,994 · management and general $110,596 · fundraising $12,306

  • 8 · Pension plan contributions

    total $23,400 · program services $18,906 · management and general $4,044 · fundraising $450

  • 9 · Other employee benefits

    total $89,478 · program services $72,292 · management and general $15,465 · fundraising $1,721

  • 10 · Payroll taxes

    total $105,620 · program services $85,334 · management and general $18,255 · fundraising $2,031

  • 11b · Fees: legal

    total $12,869 · program services $4,800 · management and general $8,069

  • 11c · Fees: accounting

    total $36,980 · program services $13,793 · management and general $23,187

  • 11g · Fees: other

    total $813,435 · program services $765,854 · management and general $47,581

  • 12 · Advertising and promotion

    total $251 · program services $216 · management and general $34 · fundraising $1

  • 13 · Office expenses

    total $27,818 · program services $23,992 · management and general $3,728 · fundraising $98

  • 14 · Information technology

    total $86,140 · program services $74,292 · management and general $11,544 · fundraising $304

  • 16 · Occupancy

    total $85,605 · program services $73,829 · management and general $11,473 · fundraising $303

  • 17 · Travel

    total $21,973 · program services $4,620 · management and general $17,353

  • 19 · Conferences, conventions and meetings

    total $15,641 · program services $3,289 · management and general $12,352

  • 22 · Depreciation, depletion and amortization

    total $2,729 · program services $2,353 · management and general $366 · fundraising $10

  • 23 · Insurance

    total $102,402 · program services $88,316 · management and general $13,724 · fundraising $362

  • 24a · Other expenses: MERCHANT SERVICE FEES

    total $79,937 · program services $68,941 · management and general $10,713 · fundraising $283

  • 24b · Other expenses: POSTAGE AND DELIVERY

    total $18,006 · program services $15,529 · management and general $2,413 · fundraising $64

  • 24c · Other expenses: COLORADO FEE SUPPORT SU

    total $13,453 · program services $11,603 · management and general $1,802 · fundraising $48

  • 24d · Other expenses: MISCELLANEOUS

    total $11,010 · program services $9,500 · management and general $1,476 · fundraising $34

  • 24e · All other expenses

    total $44,041 · program services $35,497 · management and general $8,398 · fundraising $146

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $954,283 · end of year $1,024,771

  • 2 · Savings and temporary cash investments

    beginning of year $5,011 · end of year $5,019

  • 3 · Pledges and grants receivable

    beginning of year $50,700 · end of year $15,500

  • 4 · Accounts receivable

    beginning of year $18,419 · end of year $16,700

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,276 · end of year $40,890

  • 10a · Land, buildings and equipment: cost or other basis

    $170,588

  • 10b · Land, buildings and equipment: accumulated depreciation

    $162,089

  • 10c · Land, buildings and equipment, net

    beginning of year $11,227 · end of year $8,499

  • 11 · Investments: publicly traded securities

    beginning of year $1,941 · end of year $0

  • 15 · Other assets

    beginning of year $1,374,133 · end of year $1,432,130

  • 17 · Accounts payable and accrued expenses

    beginning of year $137,142 · end of year $183,165

  • 19 · Deferred revenue

    beginning of year $373,481 · end of year $467,331

  • 25 · Other liabilities

    beginning of year $370,869 · end of year $306,276

  • 27 · Net assets without donor restrictions

    beginning of year $1,572,498 · end of year $1,586,737

Mission and programs · 2023

Mission

TO PROMOTE QUALITY PATIENT CARE AND SAFETY BY ENHANCING THE COMPETENCE OF HEALTHCARE PROFESSIONALS.

  • ASSESSMENT, RE-ENTRY, RE-ELIGIBILITY, AND MONITORING:EVALUATIONS AND PRACTICE MONITORING FOR HEALTHCARE PROFESSIONALS IDENTIFIED BY THE QUALITY REVIEW PROCESS AS HAVING SPECIFIC PRACTICE CONCERNS OR QUESTIONS, OR WHO ARE RETURNING TO CLINICIAL PRACTICE AFTER A VOLUNTARY ABSENCE, OR WHO ARE SEEKING TO RETAIN THEIR BOARD ELIGIBLE STATUS WITH SPECIFIC MEMBER BOARDS OF A NATIONAL CREDENTIALING ORGANIZATION.

    Expenses $917,816 · Revenue $851,515

  • EDUCATION:PERSONALIZED EDUCATION FOR HEALTHCARE PROFESSIONALS TO ADDRESS EDUCATIONAL NEEDS IDENTIFIED DURING THE EVALUATION PROCESS.SEMINARS: MEDICAL EDUCATION SEMINARS ADDRESSING PROFESSIONAL BOUNDARIES AND ETHICS, MEDICAL RECORDING KEEPING, COMMUNICATION AND PRESCRIBING.

    Expenses $1,560,229 · Revenue $1,760,956

As filed on the 2023 return.

Listed in Part VII

  • GREG D'ARGONNE

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • SHAWN DUFFORD MD MBA

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5

  • SEAN GELSEY MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHAUNA GULLEY MD

    PRESIDENT - ELECT

    Total calculated
    $0
    Hours/week
    1.5

  • DIANA BREYER MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LISA KETTERING MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUSAN DIAZCPCS CPMSM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALEXIS ANGELL JD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RUSSELL HOWERTON MD FACS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PHILIP STAHEL MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANDREW WEINFELD MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN DAVIDSON MD MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CARMELO HERNANDEZ MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER AWTREY MD MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE S RICHARDSON MD

    IMMEDIATE PAST-PRESIDENT/FACULTY

    Total calculated
    $12,650
    From this org
    $12,650
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.5

  • ELIZABETH J KORINEK

    CEO

    Total calculated
    $232,287
    From this org
    $219,505
    From related orgs
    $0
    Other
    $12,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,278
    Bonus
    $19,283
    Other
    $4,944
    Deferred
    $8,697
    Nontaxable benefits
    $4,085
    Filer's total
    $232,287

  • ELIZABETH GRACE MD

    MEDICAL DIRECTOR

    Total calculated
    $228,811
    From this org
    $197,570
    From related orgs
    $0
    Other
    $31,241
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,977
    Bonus
    $14,450
    Other
    $3,143
    Deferred
    $8,083
    Nontaxable benefits
    $23,158
    Filer's total
    $228,811

  • WILLIAM O'NEILL

    DIRECTOR, OUTREACH AND COM

    Total calculated
    $116,308
    From this org
    $111,561
    From related orgs
    $0
    Other
    $4,747
    Hours/week
    40

  • ALISA JOHNSON

    DIRECTOR, PROGRAMS

    Total calculated
    $152,881
    From this org
    $130,198
    From related orgs
    $0
    Other
    $22,683
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,882
    Bonus
    $7,500
    Other
    $816
    Deferred
    $5,411
    Nontaxable benefits
    $17,272
    Filer's total
    $152,881

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413209349314081

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