2023-07-21T09:10:50-05:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 474823732 THE ORRIN G HATCH FOUNDATION ORRI 3853554380 411 E SOUTH TEMPLE SALT LAKE CITY UT 84111 MATTHEW SANDGREN EXECUTIVE DIRECTOR 3853554380 2023-07-06 1 MATTHEW SANDGREN XXX-XX-XXXX 0 KRISTIN A JACQUELIN CPA P01325865 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW SANDGREN 411 E SOUTH TEMPLE SALT LAKE CITY UT 84111 5588163 0 X N/A X 2015 UT THE ORRIN G. HATCH FOUNDATION IS AN INCUBATOR FOR POLICY SCHOLARSHIP, A FORUM FOR POLITICAL DISCOURSE, A SPRINGBOARD FOR CIVIC ENGAGEMENT, AND A WORLD-CLASS REPOSITORY OF MODERN AMERICAN LEGISLATIVE HISTORY KNOWN AS THE ORRIN G. HATCH COLLECTION. 8 7 5 7 0 0 2592355 668066 0 0 377696 313746 -3131 -38586 2966920 943226 8740000 430 0 0 669794 612668 0 0 75687 428428 395979 9838222 1009077 -6871302 -65851 20026805 16756277 6753463 6013095 13273342 10743182 X THE ORRIN G. HATCH FOUNDATION IS AN INCUBATOR FOR POLICY SCHOLARSHIP, A FORUM FOR POLITICAL DISCOURSE, A SPRINGBOARD FOR CIVIC ENGAGEMENT, AND A WORLD-CLASS REPOSITORY OF MODERN AMERICAN LEGISLATIVE HISTORY KNOWN AS THE ORRIN G. HATCH COLLECTION. 0 0 624647 430 THE ORGANIZATION CONTINUES TO HOST NUMEROUS SENATORS, FOREIGN POLICY EXPERTS, INDUSTRY LEADERS, AND LEADING SCHOLARS TO DISCUSS THE CHALLENGES FACING OUR COUNTRY. IN-PERSON AND VIRTUAL EVENTS ARE PERIODICALLY HELD, ADDRESSING LEGISLATIVE ISSUES OF THE DAY AND BRINGING STAKEHOLDERS TOGETHER FOR CIVIL, BIPARTISAN SOLUTIONS..2022 SAW THE LAUNCH OF THE SENATE PROJECT, A NATIONALLY TELEVISED DEBATE SERIES THAT CONVENES LEADING SENATORS FROM BOTH SIDES OF THE AISLE WITH THE EDWARD M. KENNEDY INSTITUTE AND THE BIPARTISAN POLICY CENTER..TWO DEBATES WERE HELD IN 2022 AND BROADCAST TO A NATIONAL AUDIENCE. MORE DEBATES ARE SCHEDULED IN THE COMING MONTHS. THE ORGANIZATION CONTINUES TO BE A THOUGHT LEADER WITH THE HATCH CENTER POLICY REVIEW SERIES AND THE 2022 PUBLICATION BY RENOWNED SENATE SCHOLAR MARTY GOLD ENTITLED "THE LEGISLATIVE FILIBUSTER: ESSENTIAL TO THE UNITED STATES SENATE." ADDITIONAL PRIORITIES FOR THE FOUNDATION CONTINUE TO BE THE SUPPORT OF THE ORRIN G. HATCH CENTER FOR STUDENT HOUSING IN WASHINGTON, DC AND THE CURATION OF THE HATCH PAPERS & MEMORABILIA COLLECTION, 3000 BOXES SPANNING 42 YEARS OF SENATE HISTORY. 624647 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 1 0 CA DC FL MD NJ NY OR UT VA X THE ORGANIZATION 3853554380 411 E SOUTH TEMPLE SALT LAKE CITY UT 84111 MATTHEW SANDGREN EXECUTIVE DIRECTOR 40.00 X X 230315 0 11000 A SCOTT ANDERSON CHAIRMAN 5.00 X X 0 0 0 GORDON SMITH TREASURER 5.00 X X 0 0 0 JOHN K CASTLE BOARD MEMBER 5.00 X 0 0 0 KEM C GARDNNER BOARD MEMBER 5.00 X 0 0 0 SPENCER ZWICK BOARD MEMBER 5.00 X 0 0 0 JESS HATCH BOARD MEMBER 5.00 X 0 0 0 CARINE CLARK BOARD MEMBER 5.00 X 0 0 0 SARA EBERT DIRECTOR 40.00 X 80079 0 4000 310394 0 15000 1 0 1 0 0 28946 639120 28946 668066 463513 463513 4401684 4551451 -149767 -149767 -149767 53600 28946 93486 -39886 -39886 1300 1300 1300 943226 -148467 0 423627 X 430 430 325394 227776 65079 32539 221223 158601 43003 19619 8827 6179 1765 883 20527 14369 4105 2053 36697 25688 7339 3670 20642 20642 96406 96406 140385 117075 18446 4864 3223 3204 19 13949 5627 8023 299 53004 37493 10642 4869 15144 10546 1219 3379 119 119 7030 522 6508 DUES AND SUBSCRIPTION 29856 17137 10928 1791 MISCELLANEOUS 11689 9984 1705 CREDIT CARD/BANK FEES 4532 4516 16 1009077 624647 308743 75687 3389496 3317359 801000 600000 740430 15095879 12838918 20026805 16756277 13463 13095 6740000 6000000 6753463 6013095 X 12217480 9782513 1055862 960669 13273342 10743182 20026805 16756277 -65851 -2464309 0 X X 1 X 1 X 1 0 X 4330499 9008922 3791468 2549855 639120 20319864 4330499 9008922 3791468 2549855 639120 20319864 12092427 8227437 20319864 0.40490 0.44240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X -1617489 -2464309 -2464309 846820 96406 96406 943226 912671 0 912671 96406 96406 1009077 PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY INFLUENCE ITS TAX-EXEMPT STATUS. IT IS THE FOUNDATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. 2022 PROGRAMMING SPONSORS 82546 28946 53600 16946 76540 82546 28946 53600 16946 76540 93486 -39886 X X X X 0 0 0 0 0 0 0 0 0 MATTHEW SANDGREN EXECUTIVE DIRECTOR 230000 0 315 0 0 0 11000 0 0 0 241315 0 0 0 PART I, LINE 3 THE ORGANIZATION DOES BOTH A COMPENSATION SURVEY OR STUDY AS WELL AS COMPARING TO OTHER ORGANIZATIONS' 990. X FUNDRAISING EVENT VENUE AND CATERING COSTS COSTS 2 28946 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES DURING THE TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HIRES AN INDEPENDENT ACCOUNTING FIRM TO AUDIT THE ORGANIZATION'S FINANCIAL STATEMENTS AS WELL AS PREPARE THE ORGANIZATION'S FORM 990. A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S MANAGEMENT CONSULTANT AND LEGAL COUNSEL FOR INITIAL REVIEW. AFTER ANY NECESSARY CHANGES ARE MADE, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE POLICY, READ AND UNDERSTAND THE POLICY, AGREE TO COMPLY WITH THE POLICY. DIRECTORS AND OFFICERS HAVE AN ONGOING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICTS TO THE ORGANIZATION'S PRESIDENT. WHEN A POTENTIAL CONFLICT IS DISCLOSED, THE ORGANIZATION'S PRESIDENT BRINGS THE MATTER BEFORE THE BOARD OF DIRECTORS TO DETERMINE WHETHER A CONFLICT EXISTS AND, IF SO, HOW TO ADDRESS THE CONFLICT. THE OFFICER OR DIRECTOR WITH THE POTENTIAL OR ACTUAL CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15B THE ORGANIZATION DOES BOTH A COMPENSATION SURVEY OR STUDY AS WELL AS COMPARING TO OTHER ORGANIZATIONS' 990. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 117,075. MANAGEMENT AND GENERAL EXPENSES 18,446. FUNDRAISING EXPENSES 4,864. TOTAL EXPENSES 140,385. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.