Totals
- Total revenue
- $117,636
- Total expenses
- $500,089
- Contributions and grants received
- $15,500
- Grants paid
- $0
- Program service revenue
- $102,136
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $370,325
- Total liabilities, end of year
- $89,255
- Net assets or fund balances, end of year
- $281,070
- Program services expenses (Part IX)
- $409,543
- Management and general expenses
- $44,193
- Fundraising expenses
- $46,353
- Program service expenses (Part III)
- $409,543
Program services were 81.9% 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
$15,500
-
2a · Program service revenue: MEMBERSHIP DUES-SELF-INSURED
total $101,480 · related or exempt $101,480
-
2b · Program service revenue: PLATFORM FEES
total $656 · related or exempt $656
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $205,200 · program services $186,732 · management and general $10,260 · fundraising $8,208
-
7 · Other salaries and wages
total $38,650 · program services $38,650
-
9 · Other employee benefits
total $7,271 · program services $5,626 · management and general $1,620 · fundraising $25
-
10 · Payroll taxes
total $4,024 · program services $3,599 · management and general $425
-
11c · Fees: accounting
total $11,458 · management and general $11,458
-
11g · Fees: other
total $162,950 · program services $137,285 · management and general $665 · fundraising $25,000
-
12 · Advertising and promotion
total $36,041 · program services $23,308 · management and general $300 · fundraising $12,433
-
13 · Office expenses
total $5,190 · program services $4,468 · management and general $475 · fundraising $247
-
14 · Information technology
total $978 · program services $978
-
17 · Travel
total $10,199 · program services $8,480 · management and general $1,279 · fundraising $440
-
22 · Depreciation, depletion and amortization
total $397 · program services $397
-
23 · Insurance
total $17,711 · management and general $17,711
-
24a · Other expenses: LICENSING AND PERMITS
total $20 · program services $20
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $328,389
-
2 · Savings and temporary cash investments
beginning of year $548,025
-
4 · Accounts receivable
beginning of year $132,126
-
9 · Prepaid expenses and deferred charges
beginning of year $18,686 · end of year $41,936
-
10a · Land, buildings and equipment: cost or other basis
$3,320
-
10b · Land, buildings and equipment: accumulated depreciation
$3,320
-
10c · Land, buildings and equipment, net
beginning of year $396
-
17 · Accounts payable and accrued expenses
beginning of year $34,465 · end of year $88,603
-
25 · Other liabilities
beginning of year $1,245 · end of year $652
-
27 · Net assets without donor restrictions
beginning of year $663,523 · end of year $281,070
Mission and programs · 2023
Mission
PEAK HEALTH ALLIANCE IS ORGANIZED FOR THE PURPOSE OF ARRANGING FOR MORE COST-EFFECTIVE HEALTH INSURANCE AND HEALTH INSURANCE ADMINISTRATIVE SERVICES FOR EMPLOYERS WITH A PHYSICAL PRESENCE IN RURAL COLORADO AND THEIR EMPLOYEES AND INDIVIDUALS WHO RESIDE WITHIN COMMUNITIES WHO HAVE JOINED PEAK HEALTH ALLIANCE.
Activities or mission (Part I)
PEAK HEALTH ALLIANCE ARRANGES ROBUST, COST-EFFECTIVE HEALTH INSURANCE FOR INDIVIDUALS, SMALL BUSINESSES, AND SELF-FUNDED BUSINESSES LOCATED IN RURAL COLORADO.
-
PEAK HEALTH ALLIANCE USES THE PURCHASING POWER OF THE COMMUNITIES WE REPRESENT TO NEGOTIATE LOWER HEALTH INSURANCE PREMIUMS. WE OFFER HEALTH INSURANCE PLANS THROUGH AN INSURANCE CARRIER SELECTED BASED ON THEIR ABILITY TO OFFER THE MOST COMPETITIVE RATES AND COMPREHENSIVE PLANS. WHILE OUR ABILITY TO OPERATE AND OFFER PLANS IS GRANTED UNDER COLORADO LAW AND ENFORCED BY THE DIVISION OF INSURANCE, WE ARE NOT A STATE AGENCY. THE KEY TO OUR SUCCESS IS A COLLABORATIVE APPROACH THAT INCLUDES LOCAL LEADERS AND PROVIDERS IN DEVELOPING INNOVATIVE HEALTHCARE SOLUTIONS.
Expenses $409,543
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Anne LaddANNE LADD
CEO
- Total calculated
- $203,870
- From this org
- $203,870
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,870
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $203,870
-
Mark SpiersMARK SPIERS
CHAIR
- Total calculated
- $0
- Hours/week
- 2.31
-
Scott BinderSCOTT BINDER
TREASURER
- Total calculated
- $0
- Hours/week
- 1.15
-
Richard CiminoRICHARD CIMINO
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.69
-
Don DanknerDON DANKNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2.31
-
Merida OdiorneMERIDA ODIORNE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.69
-
Han SmithHAN SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.69
-
Linda PeaveyLINDA PEAVEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.69
-
Bill WisonBILL WISON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.69
-
Rich CiminoRICH CIMINO
EXECUTIVE DI
- Total calculated
- $0
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 · 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
- 11 June 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411649349300146
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