Civic Intelligence

Colorado Longitudinal Study

EIN 81-5231484 • 501(c)3 • Fort Collins, CO

Profile

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.

151 W Lake St Suite 1400Fort Collins, CO 80523

www.colostudy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.30x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.45x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

4th percentile

-502%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$38,763

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-58%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

14th percentile

-57%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$151,716

Down $501,030 (-77%) from 2023

Liabilities

Up

$45,082

Up $230 (+0.5%) from 2023

Net Assets

Down

$106,634

Down $501,260 (-82%) from 2023

Revenue

Down

$100,346

Down $122,272 (-55%) from 2023

Expenses

Up

$603,666

Up $191,317 (+46%) from 2023

Net Income

Down

-$503,320

Down $313,589 (-165%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2017: $51,622Liabilities 2017: $40,537Net Assets 2017: $11,0852017Assets 2018: $153,443Liabilities 2018: $40,554Net Assets 2018: $112,8892018Assets 2019: $358,818Liabilities 2019: $40,495Net Assets 2019: $318,3232019Assets 2020: $842,305Liabilities 2020: $46,055Net Assets 2020: $796,2502020Assets 2021: $858,001Liabilities 2021: $46,211Net Assets 2021: $811,7902021Assets 2022: $843,438Liabilities 2022: $45,813Net Assets 2022: $797,6252022Assets 2023: $652,746Liabilities 2023: $44,852Net Assets 2023: $607,8942023Assets 2024: $151,716Liabilities 2024: $45,082Net Assets 2024: $106,6342024

Highlighted filing

2024

Assets$151,716
Liabilities$45,082
Net Assets$106,634

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2017: $120,498Expenses 2017: $109,413Net Income 2017: $11,0852017Revenue 2018: $164,199Expenses 2018: $62,395Net Income 2018: $101,8042018Revenue 2019: $295,529Expenses 2019: $90,095Net Income 2019: $205,4342019Revenue 2020: $733,761Expenses 2020: $255,834Net Income 2020: $477,9272020Revenue 2021: $290,207Expenses 2021: $274,667Net Income 2021: $15,5402021Revenue 2022: $544,329Expenses 2022: $558,494Net Income 2022: -$14,1652022Revenue 2023: $222,618Expenses 2023: $412,349Net Income 2023: -$189,7312023Revenue 2024: $100,346Expenses 2024: $603,666Net Income 2024: -$503,3202024

Highlighted filing

2024

Revenue$100,346
Expenses$603,666
Net Income-$503,320

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 21, 2025
Return Version
2024v5.0
Gross Receipts
$100,346
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$32,514$90,153▲ $57,639
Intangible Assets$37,290$30,985▼ $6,305
Land, Buildings, and Equipment, Net$29,788$24,288▼ $5,500
Savings and Temporary Cash Investments$553,154$6,290▼ $546,864
Total Assets$652,746$151,716▼ $501,030
Liabilities
Unsecured Notes Loans Payable$39,283$40,245▲ $962
Other Liabilities$5,569$4,837▼ $732
Total Liabilities$44,852$45,082▲ $230
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$607,894$106,634▼ $501,260
Total Net Assets Fund Balance$607,894$106,634▼ $501,260
Total Liabilities and Net Assets / Fund Balance$652,746$151,716▼ $501,030
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Meredith GuerreroCEO & SecretFT$101,061$101,061

Board Members and Trustees

NameTitle
Lawrence Gold PhdBoard Chair
Alan Rudolph PhdBoard Member
Donald EllimanBoard Member
Ginger GrahamBoard Member
Nelson TrujilloBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$100,200
Program Service Revenue
$0
Investment Income
$146
Other Revenue
$0
All Other Contributions
$100,200
Change in Net Assets
$-503,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$332,393
Salaries, Compensation, and Employee Benefits$271,273
Total Fundraising Expense$87,871
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$120,792$15,099$15,099$150,990
Other Salaries and Wages$89,183$29,727$29,727$148,637
Current Officers, Directors, Trustees, and Key Employees$60,637$20,212$20,212$101,061
Advertising$24,026$12,013$12,013$48,052
All Other Expenses$18,097$5,027$554$23,678
Payroll Taxes$12,945$4,315$4,315$21,575
Fees for Services Legal$7,449$7,450-$14,899
Fees for Services Accounting-$12,600-$12,600
Depreciation Depletion$9,478$2,327-$11,805
Information Technology$6,238$2,079$2,079$10,396
Office Expenses$3,593$5,834-$9,427
Other Expenses$6,830$5,681$3,872$5,681
Insurance-$4,371-$4,371
Travel$2,100$700-$2,800
Total Functional Expenses$384,488$131,307$87,871$603,666
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$4,837
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Board members review and approve form 990 before it is filed.

Form 990, Page 6, Part VI, Line 12C

If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflict of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Page 6, Part VI, Line 15B

The compensation amount for the president was agreed on by the whole board at the inaugural board meeting and at each annual meeting of the board.

Form 990, Page 6, Part VI, Line 19

Documents are available at the corporate office and may be inspected at that location.

Filing and Contact Details

Filer

Filer Name
Colorado Longitudinal Study
EIN
81-5231484
Phone
3037357112
Address
151 W LAKE ST SUITE 1400, FORT COLLINS, CO 80523

Signing Officer

Name
Lawrence Gold Phd
Title
Board Chair
Phone
3037357112
Signed
2025-07-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence Gold Phd
Formed
2016
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
6
Employees
11
Volunteers
4

Preparer

Firm
Boulder CPA Group
Address
1790 30TH ST STE 418, BOULDER, CO 80301
Preparer
John H David CPA
Phone
3034493060
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

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.

Form 990, Page 2, Part III, Line 4A

In 2024, cols restructured by bringing on an interim executive director. The board of directors and staff of cols remained focused on the mission through the transition and retained 100% of the board and talent. The team continued to focus on growth of participants in the cols program. An additional focus was on bringing back prior participants, to solidify longitudinal impact of the program. A new fundraising tool at cols was implemented to capture and track an increasing pipeline of potential donors. Cols continues to collaborate with colorado state university's columbine health systems center for healthy aging (cha) and the human performance clinical research laboratory (hpcrl). The cha provides a welcoming space for our participant visits and infrastructure (phlebotomy room and participant sample processing). The hpcrl's staff house and monitor cols biological specimens, and provide additional expertise and equipment, as needed. For anyone with questions about cols progress and how to get involved, please contact us at [email protected].

Form 990, Part IX, Line 11G

Subcontractor services 120,792 15,099 15,099

Raw XML Appendix364 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVANCING 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN 2024, COLS RESTRUCTURED BY BRINGING ON AN INTERIM EXECUTIVE DIRECTOR. THE BOARD OF DIRECTORS AND STAFF OF COLS REMAINED FOCUSED ON THE MISSION THROUGH THE TRANSITION AND RETAINED 100% OF THE BOARD AND TALENT. THE TEAM CONTINUED TO FOCUS ON GROWTH OF PARTICIPANTS IN THE COLS PROGRAM. AN ADDITIONAL FOCUS WAS ON BRINGING BACK PRIOR PARTICIPANTS, TO SOLIDIFY LONGITUDINAL IMPACT OF THE PROGRAM. A NEW FUNDRAISING TOOL AT COLS WAS IMPLEMENTED TO CAPTURE AND TRACK AN INCREASING PIPELINE OF POTENTIAL DONORS. COLS CONTINUES TO COLLABORATE WITH COLORADO STATE UNIVERSITY'S COLUMBINE HEALTH SYSTEMS CENTER FOR HEALTHY AGING (CHA) AND THE HUMAN PERFORMANCE CLINICAL RESEARCH LABORATORY (HPCRL). THE CHA PROVIDES A WELCOMING SPACE FOR OUR PARTICIPANT VISITS AND INFRASTRUCTURE (PHLEBOTOMY ROOM AND PARTICIPANT SAMPLE PROCESSING). THE HPCRL'S STAFF HOUSE AND MONITOR COLS BIOLOGICAL SPECIMENS, AND PROVIDE ADDITIONAL EXPERTISE AND EQUIPMENT, AS NEEDED. FOR ANYONE WITH QUESTIONS ABOUT COLS PROGRESS AND HOW TO GET INVOLVED, PLEASE CONTACT US AT [email protected].
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS REVIEW AND APPROVE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION AMOUNT FOR THE PRESIDENT WAS AGREED ON BY THE WHOLE BOARD AT THE INAUGURAL BOARD MEETING AND AT EACH ANNUAL MEETING OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE AT THE CORPORATE OFFICE AND MAY BE INSPECTED AT THAT LOCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUBCONTRACTOR SERVICES 120,792 15,099 15,099
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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