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Nonprofiteer
← CONTEXTURE

Form 990 for tax year 2023

Filed by CONTEXTURE.

Totals

Total revenue
$13,440,784
Total expenses
$12,545,087
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$12,651,968
Investment income
$783,618
Other revenue
$5,198
Total assets, end of year
$50,172,284
Total liabilities, end of year
$10,837,983
Net assets or fund balances, end of year
$39,334,301
Program services expenses (Part IX)
$0
Management and general expenses
$12,545,087
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 2a · Program service revenue: MANAGEMENT FEE INCOME

    total $12,545,087 · related or exempt $12,545,087

  • 2b · Program service revenue: SUMMIT REVENUE

    total $106,881 · related or exempt $106,881

  • 3 · Investment income

    total $783,618 · excluded $783,618

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $5,198 · related or exempt $5,198

  • 11e · Other revenue, total

    $5,198

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $3,403,564 · management and general $3,403,564

  • 7 · Other salaries and wages

    total $3,726,027 · management and general $3,726,027

  • 8 · Pension plan contributions

    total $214,025 · management and general $214,025

  • 9 · Other employee benefits

    total $645,521 · management and general $645,521

  • 10 · Payroll taxes

    total $511,679 · management and general $511,679

  • 11b · Fees: legal

    total $102,128 · management and general $102,128

  • 11c · Fees: accounting

    total $88,005 · management and general $88,005

  • 11d · Fees: lobbying

    total $29,000 · management and general $29,000

  • 11g · Fees: other

    total $700,208 · management and general $700,208

  • 12 · Advertising and promotion

    total $52,602 · management and general $52,602

  • 13 · Office expenses

    total $122,621 · management and general $122,621

  • 14 · Information technology

    total $289,205 · management and general $289,205

  • 16 · Occupancy

    total $227,592 · management and general $227,592

  • 17 · Travel

    total $42,716 · management and general $42,716

  • 19 · Conferences, conventions and meetings

    total $213,237 · management and general $213,237

  • 22 · Depreciation, depletion and amortization

    total $610,114 · management and general $610,114

  • 23 · Insurance

    total $758,282 · management and general $758,282

  • 24a · Other expenses: MISCELLANEOUS

    total $468,086 · management and general $468,086

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $157,639 · management and general $157,639

  • 24c · Other expenses: DEVELOPMENT & RECRUITIN

    total $153,172 · management and general $153,172

  • 24d · Other expenses: MEALS AND ENTERTAINMENT

    total $29,664 · management and general $29,664

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,061,429 · end of year $10,631,635

  • 2 · Savings and temporary cash investments

    beginning of year $5,029,206 · end of year $5,107,969

  • 4 · Accounts receivable

    beginning of year $1,295,245 · end of year $3,442,969

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,563,539 · end of year $2,276,024

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

    $7,463,744

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

    $672,761

  • 10c · Land, buildings and equipment, net

    beginning of year $4,355,997 · end of year $6,790,983

  • 11 · Investments: publicly traded securities

    beginning of year $22,198,981 · end of year $18,288,289

  • 14 · Intangible assets

    beginning of year $276,251

  • 15 · Other assets

    beginning of year $2,262,580 · end of year $3,634,415

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,149,958 · end of year $4,018,414

  • 25 · Other liabilities

    beginning of year $2,309,894 · end of year $6,819,569

  • 27 · Net assets without donor restrictions

    beginning of year $37,583,376 · end of year $39,334,301

Mission and programs · 2023

Mission

ADVANCING INDIVIDUAL AND COMMUNITY HEALTH AND WELLNESS THROUGH THE DELIVERY OF ACTIONABLE INFORMATION AND ANALYSIS.

Activities or mission (Part I)

PROVIDES STRATEGIC, TECHNICAL AND ADMINISTRATIVE SUPPORT TO COMMUNITIES COMMITTED TO ADVANCING HEALTH THROUGH INFORMATION SHARING.

  • MANAGEMENT SERVICES WERE PROVIDED RELATED TO THE HEALTH INFORMATION EXCHANGE SERVICES AND SOLUTIONS THAT ARE DELIVERED TO OVER 2,000 HEALTHCARE ORGANIZATIONS ACROSS ARIZONA AND COLORADO. THIS INCLUDES SOLUTIONS SUCH AS BI-DIRECTIONAL ELECTRONIC INTERFACES, ALERTS AND NOTIFICATIONS, PORTAL ACCESS, ELECTRONIC DELIVERY OF LAB AND OTHER CLINICAL RESULTS, PUBLIC HEALTH REPORTING AND DATA REPORTS AND ANALYTICS.

    Revenue $7,612,309

  • MANAGEMENT SERVICES WERE PROVIDED RELATED TO A VARIETY OF STATE PROGRAMS AND INITIATIVES, INCLUDING BUT NOT LIMITED TO IDENTITY MANAGEMENT SERVICES, ELECTRONIC CLINICAL QUALITY MEASUREMENT REPORTING AND TECHNICAL ASSISTANCE TO SUPPORT ALTERNATIVE PAYMENT MODELS, HEALTH INFORMATION EXCHANGE ONBOARDING OF MEDICAID PROVIDERS, REPORTS AND ANALYTICS, PUBLIC HEALTH REPORTING AND CLAIMS DATA DASHBOARDS DEVELOPMENT AND IMPLEMENTATION.

    Revenue $4,932,778

  • OTHER PROGRAM:CONSISTS OF THE ANNUAL SUMMIT AND MISCELLANEOUS HIE IMPLEMENTATION PLAN REVIEW.

    Revenue $112,079

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Patrick Guffey

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • April Rhodes

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lorry Bottrill

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Brian Turner

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Alexis Sgouros

    OFFICER AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • Lesley Brooks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pedro Cons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carmen Heredia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Hess

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sherilyn Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Don Kane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paula Kautzmann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heidi Kemmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sophia Meharena

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Radlauer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelly Summers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Underwood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sonny Varadan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deanna Wise

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa A Kotrys

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $467,410
    From this org
    $452,334
    From related orgs
    $0
    Other
    $15,076
    Hours/week
    60 + 2 related

    Schedule J breakdown matched by us

    Base
    $340,846
    Bonus
    $110,500
    Other
    $988
    Deferred
    $0
    Nontaxable benefits
    $15,076
    Filer's total
    $467,410

  • Tina Hogeman

    CHIEF FINANCIAL OFFICER

    Total calculated
    $99,252
    From this org
    $95,414
    From related orgs
    $0
    Other
    $3,838
    Hours/week
    50 + 2 related

  • Tim Dunbar

    CHIEF FINANCIAL OFFICER THRU 8/23

    Total calculated
    $214,461
    From this org
    $202,208
    From related orgs
    $0
    Other
    $12,253
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $154,623
    Bonus
    $46,913
    Other
    $672
    Deferred
    $0
    Nontaxable benefits
    $12,253
    Filer's total
    $214,461

  • Morgan G Honea

    CHIEF OPERATING OFFICER THRU 12/23

    Total calculated
    $723,446
    From this org
    $711,673
    From related orgs
    $0
    Other
    $11,773
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $288,606
    Bonus
    $77,102
    Other
    $345,965
    Deferred
    $0
    Nontaxable benefits
    $11,773
    Filer's total
    $723,446

  • Anne Harrington

    CHIEF LEGAL & PRIVACY OFFICER

    Total calculated
    $373,599
    From this org
    $369,819
    From related orgs
    $0
    Other
    $3,780
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $261,652
    Bonus
    $53,757
    Other
    $54,410
    Deferred
    $0
    Nontaxable benefits
    $3,780
    Filer's total
    $373,599

  • Deanna Renee Towne

    CHIEF INFORMATION OFFICER

    Total calculated
    $322,339
    From this org
    $301,058
    From related orgs
    $0
    Other
    $21,281
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $248,747
    Bonus
    $51,204
    Other
    $1,107
    Deferred
    $0
    Nontaxable benefits
    $21,281
    Filer's total
    $322,339

  • Matthew F Isiogu

    CHIEF REVENUE OFFICER

    Total calculated
    $290,642
    From this org
    $274,789
    From related orgs
    $0
    Other
    $15,853
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $217,886
    Bonus
    $55,823
    Other
    $1,080
    Deferred
    $0
    Nontaxable benefits
    $15,853
    Filer's total
    $290,642

  • Kelly M Joines

    CHIEF STRATEGY OFFICER

    Total calculated
    $291,350
    From this org
    $279,213
    From related orgs
    $0
    Other
    $12,137
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $228,661
    Bonus
    $49,004
    Other
    $1,548
    Deferred
    $0
    Nontaxable benefits
    $12,137
    Filer's total
    $291,350

  • Sharon Burdett

    SENIOR VP, HUMAN RESOURCES

    Total calculated
    $262,002
    From this org
    $246,811
    From related orgs
    $0
    Other
    $15,191
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $199,694
    Bonus
    $45,438
    Other
    $1,679
    Deferred
    $0
    Nontaxable benefits
    $15,191
    Filer's total
    $262,002

  • Dayton Harbo

    DEPUTY CHIEF INFORMATION OFFICER

    Total calculated
    $229,887
    From this org
    $220,415
    From related orgs
    $0
    Other
    $9,472
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $200,671
    Bonus
    $19,009
    Other
    $735
    Deferred
    $0
    Nontaxable benefits
    $9,472
    Filer's total
    $229,887

  • Alaina Desnoyers

    VP, BUSINESS DEVELOPMENT

    Total calculated
    $230,925
    From this org
    $229,675
    From related orgs
    $0
    Other
    $1,250
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $141,039
    Bonus
    $87,677
    Other
    $959
    Deferred
    $0
    Nontaxable benefits
    $1,250
    Filer's total
    $230,925

  • Kirstin Aimee Smith

    DIRECTOR DEVELOPMENT & ENGAGEMENT

    Total calculated
    $212,676
    From this org
    $211,116
    From related orgs
    $0
    Other
    $1,560
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $106,976
    Bonus
    $103,181
    Other
    $959
    Deferred
    $0
    Nontaxable benefits
    $1,560
    Filer's total
    $212,676

  • Catelyn Nguyen

    VP, CUSTOMER OPERATIONS & SVC MGT

    Total calculated
    $192,810
    From this org
    $191,243
    From related orgs
    $0
    Other
    $1,567
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $173,180
    Bonus
    $16,845
    Other
    $1,218
    Deferred
    $0
    Nontaxable benefits
    $1,567
    Filer's total
    $192,810

  • Myriah Vandre

    VP OF INTEGRATIONS

    Total calculated
    $182,445
    From this org
    $168,057
    From related orgs
    $0
    Other
    $14,388
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $151,291
    Bonus
    $15,595
    Other
    $1,171
    Deferred
    $0
    Nontaxable benefits
    $14,388
    Filer's total
    $182,445

  • Brian Van Sickle

    VP OF INFRASTRUCTURE & QUALITY ASSURANCE

    Total calculated
    $176,418
    From this org
    $167,014
    From related orgs
    $0
    Other
    $9,404
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $157,035
    Bonus
    $8,776
    Other
    $1,203
    Deferred
    $0
    Nontaxable benefits
    $9,404
    Filer's total
    $176,418

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 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 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

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
MORGAN HONEA RECEIVED A SEVERANCE PAYMENT OF $345,000 AND ANNIE HARRINGTON RECEIVED A SEVERANCE PAYMENT OF $53,000 DURING CALENDAR YEAR 2023.
PART I, LINE 5
THE ORGANIZATION PAID TWO EMPLOYEES INCENTIVES WHICH WERE BASED ON HIE SUBSCRIPTION SALES.
PART I, LINE 6
THE ORGANIZATION PAID THEIR OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES BOTH YEAR-END AND QUARTERLY BONUSES BASED ON QUARTERLY AND ANNUAL FINANCIAL PERFORMANCE.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CONTEXTURE LLC

    ADMIN HUB · CO

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202443199349301909

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