COLORADO ACCESS (EIN 841297547) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

ANNIE LEE

Phone

7207445100

Tax Period

2023-01-01 to 2023-12-31

COLORADO ACCESS, founded in 1994, is a major nonprofit that reported $667.1M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

DEDICATED TO THE OPERATION OF A HEALTH PLAN DESIGNED TO IMPROVE ACCESS TO NEEDED HEALTHCARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $661,001,781

Investment Income $5,274,330

Other Revenue $817,215

TOTAL REVENUE $667,093,326

Expense Breakdown

Grants Paid $2,425,047

Salaries & Benefits $57,335,862

Fundraising Expenses $0

Program Expenses $627,021,569

Other Expenses $602,497,231

TOTAL EXPENSES $662,258,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$667,093,326	$590,765,258	+0.1%
Expenses	$662,258,140	$580,346,170	+0.1%
Net Income	$4,835,186	$10,419,088	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$5,352,957

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL CLARK	BOARD MEMBER	3.00	Director	$0	$0	$0
SIMON SMITH	CHAIRMAN	3.00	Officer Director	$0	$0	$0
PATRICK KNIPE	BOARD MEMBER	3.00	Director	$0	$0	$0
JEFF HARRINGTON	BOARD MEMBER	3.00	Director	$0	$0	$0
BRIAN SMITH	TREASURER	3.00	Officer Director	$0	$0	$0
DONALD MOORE	VICE-CHAIRMAN	3.00	Officer Director	$0	$0	$0
BEN BYNUM	BOARD MEMBER	3.00	Director	$0	$0	$0
HELEN DREXLER	BOARD MEMBER	3.00	Director	$0	$0	$0
FERNANDO PINEDA-REYES	BOARD MEMBER	3.00	Director	$0	$0	$0
LYDIA PRADO	BOARD MEMBER	3.00	Director	$0	$0	$0
TERRI RICHARDSON	BOARD MEMBER	3.00	Director	$0	$0	$0
OLGA GONZALEZ	BOARD MEMBER	3.00	Director	$0	$0	$0
STEVE FEDERICO	BOARD MEMBER	3.00	Director	$0	$0	$0
SHELLY MARQUEZ	BOARD MEMBER	3.00	Director	$0	$0	$0
PHILIP J REED	SVP/CFO	40.00	Officer	$0	$30,722	$491,707
GRETCHEN F MCGINNIS	SVP HEALTHCARE SYSTEMS & A	40.00	Officer	$0	$26,250	$434,905
ANN E EDELMAN	VP, LEGAL SERVICES	40.00	Officer	$0	$40,862	$412,818
PAULA KAUTZMANN	CIO	40.00	Officer	$0	$49,397	$394,843
APRIL ABRAHAMSON	VP, HEALTH PLAN OPERATION	40.00	Officer	$0	$31,963	$422,369
ROBERT BREMER	VP OF NETWORK STRATEGY	40.00	Officer	$0	$36,893	$445,829
ROBERT KING	VP DIVERSITY EQUITY AND IN	40.00	Officer	$0	$24,615	$271,145
ANNIE LEE	PRESIDENT/CEO	40.00	Officer	$0	$44,933	$712,648
LATOYA C REYNOLDS	VP, PEOPLE SERVICES	40.00	Officer	$0	$31,565	$250,278
TAMAAN K OSBOURNE-ROBERTS	CMO & VP OF HEALTH STRATEG	40.00	Officer	$0	$36,876	$379,263
JOY R TWESIGYE	VP OF HEALTH SYSTEMS INTEG	40.00	Officer	$0	$33,024	$251,032
DANA PEPPER	VP OF PROVIDER ENGAGEMENT	40.00	Officer	$0	$26,242	$253,095
ADAM GERK	DEPUTY CFO	40.00	Officer	$0	$26,471	$306,227
JOHN PRIDDY	VP OF HEALTH PLAN OPERATIONS	40.00	Officer	$0	$30,752	$258,819
JAMIE L MORENO ACEVEDO	CHIEF COMMUNICATIONS AND MEMBER EXPERIENCE	40.00	Officer	$0	$2,383	$67,979
SORINA SIMION-RODGERS	MEDICAL DIRECTOR OF BEHAVI	40.00	Highest	$0	$19,623	$387,433
CYNTHIA L DALTON	SENIOR DIRECTOR OF IT	40.00	Highest	$0	$18,585	$274,234
DANIEL SEVERN	MEDICAL DIRECTOR OF BEHAVI	40.00	Highest	$0	$24,363	$301,118
SCOTT HUMPHREYS	MEDICAL DIRECTOR OF BEHAVI	40.00	Highest	$0	$34,418	$308,440
SCOTT NOGAJEWSKI	SENIOR DIRECTOR OF ACCOUNT	40.00	Highest	$0	$19,294	$318,255

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$667,093,326	$662,258,140	$179,763,808	$4,835,186
2022	$590,765,258	$580,346,170	$205,853,850	$10,419,088
2021	$516,548,794	$498,079,930	$167,453,009	$18,468,864
2020	$451,437,775	$432,343,403	$107,755,782	$19,094,372
2019	$455,500,873	$450,668,085	$68,722,100	$4,832,788
2018	$373,851,397	$368,014,684	$63,010,195	$5,836,713

COLORADO ACCESS