Colorado Longitudinal Study
- Assets
- $843.4k
- Revenue
- $544.3k
- Investments
- $0.0
- Employees
- 2
- Location
- Boulder, CO
- Founding
- 09/2017
- Data as of
- 12/2022
- EIN
- 81-5231484
Organization Overview
Colorado Longitudinal Study is located in Boulder, CO. The organization was established in 2017. According to its NTEE Classification (B05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Education and related organizations. As of 12/2022, Colorado Longitudinal Study employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Colorado Longitudinal Study is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Colorado Longitudinal Study generated $544.3k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 28.6% each year . All expenses for the organization totaled $558.5k during the year ending 12/2022. While expenses have increased by 31.2% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
ADVANCING THE HEALTH OF PEOPLE THROUGH ADVANCING THE SCIENCE OF MEDICINE. THE COLORADO LONGITUDINAL STUDY (COLS) IS BUILDING THE WORLD'S MOST COMPREHENSIVE LONGITUDINAL COLLECTION OF BIOLOGICAL SPECIMENS MATCHED WITH CLINICAL HEALTH AND SOCIAL DETERMINANTS OF HEALTH DATA. THIS DATA WILL ENABLE RESEARCHERS TO STUDY THE COMPLEX RELATIONSHIPS THAT DETERMINE HEALTH, LEADING TO UNPRECEDENTED ADVANCES IN HEALTH, HEALTH CARE, AND HEALTH EQUITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COLS LAUNCHED ITS FIRST PARTICIPANT ENGAGEMENT SITE IN THE SUMMER OF 2022 MARKING A CRUCIAL MILESTONE IN OUR MISSION TO CREATE A COMPREHENSIVE LONGITUDINAL COLLECTION OF BIOLOGICAL SPECIMENS MATCHED WITH CLINICAL HEALTH AND SOCIAL DETERMINANTS OF HEALTH DATA. THIS MILESTONE WAS ACCOMPLISHED THROUGH TWO VALUABLE COLLABORATIONS WITH COLORADO STATE UNIVERSITY. FIRST, THE COLUMBINE HEALTH SYSTEMS CENTER FOR HEALTHY AGING (CHA) FACILITIES HOUSE OUR ENGAGEMENT. THE CHA TEAM HAS PROVIDED EXPERTISE AND RESOURCES TO WELCOME COLS PARTICIPANTS INTO AN INVITING SPACE. SECOND, THE HUMAN PERFORMANCE CLINICAL RESEARCH LABORATORY (HPCRL) WITHIN THE DEPARTMENT OF HEALTH AND EXERCISE SCIENCE SUPPLIES THE RESEARCH TECHNICIANS WHO CONDUCT COLS PARTICIPANT VISITS AT THE CHA. BRINGS EXTENSIVE EXPERIENCE CONDUCTING TRIALS WITH HUMAN SUBJECTS. COLS HAS BENEFITED GREATLY FROM THE HPCRL'S CLINICAL MANAGERS WITH WHOM WE COLLABORATED TO OPERATIONALIZE OUR RESEARCH PROTOCOLS. COLS SUCCESSFULLY FUNDRAISED OVER 500,000 OF UNRESTRICTED INCOME WHICH WAS PUT TO WORK TO OPEN THE ENGAGEMENT SITE AND COMPLETE PHASE 1 (OF 3) OF OUR WEB PORTAL, WHICH ALLOWS PARTICIPANTS TO ENROLL, CONSENT, COMPLETE SURVEYS, AND BOOK APPOINTMENTS. WE HAVE TESTED AND IMPROVED THE "SELF-SERVICE" FEATURES ON THE PORTAL. FOR EXAMPLE, PARTICIPANTS MAY LOGIN TO THEIR ACCOUNT TO BOOK OR RESCHEDULE THEIR APPOINTMENT AT THE ENGAGEMENT SITE WITHOUT REQUIRING A CALL TO THE SCHEDULER. THE PORTAL IS ALSO TIED INTO OUR SURVEY PLATFORM SO THAT UNIQUE SURVEY LINKS ARE AUTOMATICALLY GENERATED AND SENT TO PARTICIPANTS UPON COMPLETION OF THEIR CONSENT. THESE FEATURES ARE CONVENIENT FOR PARTICIPANTS AND REDUCE THE WORKLOAD ON OUR RESEARCH TECHNICIANS. FINALLY, IN DECEMBER 2022 THERE WAS A SHIFT IN THE EXECUTIVE TEAM'S ROLES. PHYLLIS WISE, WHO SERVED AS COLS CEO AND PRESIDENT SINCE OUR FORMATION IN 2017, STAYED ON AS PRESIDENT, AND MEREDITH GUERRERO, FORMER COO, TRANSITIONED INTO THE ROLE OF CEO AND JOINED THE BOARD. COLS THANKS PHYLLIS FOR HER DEDICATION AND SERVICE AS CEO AND THROUGH THIS LEADERSHIP TRANSITION. FOR ANYONE WITH QUESTIONS ABOUT COLS PROGRESS AND HOW TO GET INVOLVED, PLEASE CONTACT US AT INFO@COLOSTUDY.ORG
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Phyllis Wise PHD Pres.,treas. | Officer | 40 | $135,119 |
Meredith Guerrero CEO & Secret | Officer | 40 | $75,667 |
Donald Elliman Board Member | Trustee | 1 | $0 |
Ginger Graham Board Member | Trustee | 1 | $0 |
Alan Rudolph PHD Board Member | Trustee | 1 | $0 |
Lawrence Gold PHD Board Chair | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $131,959 |
| All other contributions, gifts, grants, and similar amounts not included above | $412,370 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $544,329 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $544,329 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $9,017 |
| Compensation of current officers, directors, key employees. | $210,786 |
| Compensation of current officers, directors, key employees. | $42,158 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $16,635 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $16,011 |
| Fees for services: Accounting | $16,062 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $109,689 |
| Advertising and promotion | $0 |
| Office expenses | $3,996 |
| Information technology | $33,662 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $3,533 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $5,866 |
| Insurance | $1,422 |
| All other expenses | $26,374 |
| Total functional expenses | $558,494 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $764,556 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $35,287 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $43,595 |
| Other assets | $0 |
| Total assets | $843,438 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $39,283 |
| Other liabilities | $6,530 |
| Total liabilities | $45,813 |
| Net assets without donor restrictions | $797,625 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $843,438 |