ALTARUM INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALTARUM INSTITUTE (EIN 38-1983442)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-01
- IRS object ID
- 202303059349302220
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-01T14:04:36-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRIARWOOD CIRCLE STE 300 | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381983442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTARUM INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTA | BusinessNameControlTxt |
| Phone | 7343024600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 GREEN COURT SUITE 300 | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE STURM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7343024600 | PhoneNum |
| Signature | 2023-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENISE | PersonFirstNm |
| Person Last | STURM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM P WILLIAMS CPA | PreparerPersonNm |
| PTIN | P00641847 | PTIN |
| Phone | 7347612005 | PhoneNum |
| Preparation | 2023-10-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL MONSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 GREEN COURT SUITE 300 | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,440,238 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALTARUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE THE HEALTH OF INDIVIDUALS WITH FEWER FINANCIAL RESOURCES AND THOSE DISENFRANCHISED BY THE SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 243 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $16,575 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,300,342 | PYContributionsGrantsAmt |
| CY Contributions Grants | $41,263,280 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,558,679 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,547,176 | CYProgramServiceRevenueAmt |
| PY Investment Income | $354,492 | PYInvestmentIncomeAmt |
| CY Investment Income | $369,355 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$29,848 | PYOtherRevenueAmt |
| CY Other Revenue | -$47,919 | CYOtherRevenueAmt |
| PY Total Revenue | $34,183,665 | PYTotalRevenueAmt |
| CY Total Revenue | $47,131,892 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,756,755 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,418,055 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,426,961 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,344,195 | PYOtherExpensesAmt |
| CY Other Expenses | $16,611,707 | CYOtherExpensesAmt |
| PY Total Expenses | $38,100,950 | PYTotalExpensesAmt |
| CY Total Expenses | $42,029,762 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,917,285 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,102,130 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,576,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,147,281 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,156,715 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,399,173 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,420,038 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,748,108 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ALTARUM INSTITUTE DEVELOPS AND IMPLEMENTS SOLUTIONS TO IMPROVE THE HEALTH OF INDIVIDUALS WITH FEWER FINANCIAL RESOURCES AND THOSE DISENFRANCHISED BY THE SYSTEM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,348,043 | ExpenseAmt |
| Revenue | $40,052,554 | RevenueAmt |
| Desc | ALTARUM INSTITUTE DEVELOPS AND IMPLEMENTS SOLUTIONS TO IMPROVE THE HEALTH OF INDIVIDUALS WITH FEWER FINANCIAL RESOURCES AND THOSE DISENFRANCHISED BY THE SYSTEM. THREE OF ALTARUM'S 2022 MAJOR PROGRAMS INCLUDE:- MDHHS DATA HUB: PROVIDES INNOVATIVE PUBLIC HEALTH IT INFRASTRUCTURE AND TECHNICAL ASSISTANCE TO THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES (MDHHS) THAT IMPROVES THE FLOW OF DATA FROM HEALTH CARE PROVIDERS INTO STATE PUBLIC HEALTH SYSTEMS AND BETWEEN STATE AND FEDERAL GOVERNMENT PUBLIC HEALTH SYSTEMS. ALTARUM'S SERVICES INCREASE STATE CAPACITY TO PERFORM ACUTE, CHRONIC, INFECTIOUS AND SYNDROMIC DISEASE SURVEILLANCE, ENABLING THE STATE TO TRACK CHANGES IN POPULATION HEALTH AND DETECT AND RESPOND QUICKLY TO OUTBREAKS OF ILLNESS, POTENTIAL PUBLIC HEALTH THREATS, AND EMERGENCIES LIKE COVID-19.- HEALTH CARE SURVEYS OF DEPARTMENT OF DEFENSE BENEFICIARIES (HCSDB): ALTARUM OVERSEES THE COLLECTION AND ANALYSIS OF DATA FOR HCSDB AND THE TRICARE SELECT SURVEYS OF PROVIDERS AND BENEFICIARIES. WORKING ON BEHALF OF HCSDB WE COLLECT CRITICAL INFORMATION FROM MILITARY SERVICE MEMBERS TO HELP ASSESS AND IMPROVE THEIR CARE. WE BRING THOUGHTFUL ANALYTICS TO BEAR TO PROVIDE MILITARY HEALTH SESRVICE (MHS) LEADERS WITH THE INFORMATION THEY NEED TO ENSURE THAT SERVICE MEMBERS RECEIVE THE CARE THEY NEED AND DESERVE.- HEALTHY HEARTS FOR MICHIGAN (HH4M): ALTARUM PROVIDES SUPPORT TO IMPROVE THE HEART HEALTH AND HELP REDUCE CVD DISPARITIES BY ENGAGING WITH PRIMARY CARE PRACTICES. WE WORK WITH PROVIDERS TO ASSESS CURRENT WORKFLOWS, ESTABLISH SCREENING AND TREATMENT PROTOCOLS, AND COLLECT QUARTERLY STUDY DATA. | Desc |
| Total Program Service Expenses | $20,348,043 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 111 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 243 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA ZIEBOLD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7343024600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 GREEN COURT SUITE 300 | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GUY FISH END 42023 | ||||||||||
| CHAIRMAN TRUSTEE | 3.00 | 1.00 | Yes (X) | $51,000 | $0 | $0 | ||||
| JOSEPH FIFER | ||||||||||
| VICE CHAIRMAN TRUSTEE | 3.00 | 1.00 | Yes (X) | $38,000 | $0 | $0 | ||||
| GERALD CROAN END 3322 | ||||||||||
| TRUSTEE | 3.00 | 1.00 | Yes (X) | $7,750 | $0 | $0 | ||||
| LINDA ELAM | ||||||||||
| TRUSTEE | 3.00 | 1.00 | Yes (X) | $38,000 | $0 | $0 | ||||
| ROSEMARY GIBSON | ||||||||||
| TRUSTEE | 3.00 | 1.00 | Yes (X) | $31,000 | $0 | $0 | ||||
| JENNIE CHIN HANSEN | ||||||||||
| TRUSTEE | 3.00 | 1.00 | Yes (X) | $38,000 | $0 | $0 | ||||
| KELVIN WOMACK | ||||||||||
| TRUSTEE | 3.00 | 1.00 | Yes (X) | $31,000 | $0 | $0 | ||||
| LINCOLN SMITH END 3322 | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | Yes (X) | $592,281 | $0 | $9,150 | Yes (X) | ||||
| MICHAEL MONSON | ||||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $767,791 | $0 | $33,734 | Yes (X) | ||||
| DANIEL ARMIJO END 53121 | ||||||||||
| FORMER SVP & COO | 40.00 | $314,891 | $0 | $0 | Yes (X) | |||||
| DAVID ROBERTSON END 4422 | ||||||||||
| SVP & CFO | 40.00 | $388,309 | $0 | $340,653 | Yes (X) | |||||
| MALESA LITTERAL | ||||||||||
| EVP & CAO | 40.00 | $361,904 | $0 | $32,025 | Yes (X) | |||||
| LAURA SANKEY | ||||||||||
| EVP & CSO | 40.00 | $272,522 | $0 | $26,475 | Yes (X) | |||||
| TRACY LAWYER | ||||||||||
| SECRETARY | 40.00 | $232,837 | $0 | $23,978 | Yes (X) | |||||
| STEVEN TOWELL END 6822 | ||||||||||
| CORPORATE DIRECTOR/ FORMER | 40.00 | $224,845 | $0 | -$90,905 | Yes (X) | |||||
| TARA FOWLER | ||||||||||
| VICE PRESIDENT | 40.00 | $262,639 | $0 | $14,274 | Yes (X) | |||||
| RICHARD KELLER END 120122 | ||||||||||
| VICE PRESIDENT | 40.00 | $279,071 | $0 | $264,120 | Yes (X) | |||||
| DAVID BANKS | ||||||||||
| CORPORATE DIRECTOR | 40.00 | $289,974 | $0 | $18,073 | Yes (X) | |||||
| MELANIE BELLA | ||||||||||
| TRUSTEE | 3.00 | 1.00 | Yes (X) | $31,000 | $0 | $0 | ||||
| BRUCE VLADECK | ||||||||||
| TRUSTEE | 3.00 | 1.00 | Yes (X) | $31,000 | $0 | $0 | ||||
| DENISE STURM | ||||||||||
| EVP & CFO | 40.00 | $270,288 | $0 | $12,016 | Yes (X) | |||||
| LAKSHMI ATLURI END 111622 | ||||||||||
| PHS DIRECTOR | 40.00 | $266,572 | $0 | -$26,718 | Yes (X) | |||||
| VIDA BOWEN | ||||||||||
| CORPORATE DIRECTOR | 40.00 | $200,946 | $0 | $13,654 | Yes (X) | |||||
| SHERYL MATHIS END 102822 | ||||||||||
| PH DIRECTOR | 40.00 | $186,491 | $0 | $7,667 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,208,111 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $678,196 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 89 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DATASTAT INC | |||||
| 3975 RESEARCH PARK DRIVE | ANN ARBOR | MI | 48108 | SCIENTIFIC/TECHNICAL SERVICES | $1,424,809 |
| WESTAT INC | |||||
| 1650 RESEARCH BLVD | ROCKVILLE | MD | 20850 | SCIENTIFIC/TECHNICAL SERVICES | $881,502 |
| QUADRANT INC | |||||
| 1881 CAMPUS COMMONS DR SUITE 300 | RESTON | VA | 20191 | SCIENTIFIC/TECHNICAL SERVICES | $698,264 |
| NORTHWESTERN UNIVERSITY | |||||
| 633 CLARK STREET ROOM G-547 | EVANSTON | IL | 602081112 | SCIENTIFIC/TECHNICAL SERVICES | $601,627 |
| JAMES BELL ASSOCIATES | |||||
| 2000 15TH STREET NORTH SUITE 100 | ARLINGTON | VA | 22201 | SCIENTIFIC/TECHNICAL SERVICES | $404,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $34,505,417 | GovernmentGrantsAmt |
| All Other Contributions | $6,757,863 | AllOtherContributionsAmt |
| Total Contributions | $41,263,280 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACT REVENUE | 541900 | $5,496,100 | $5,496,061 | $39 |
| LICENSE REVENUE | 541900 | $51,076 | $51,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,547,176 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $350,984 | TotalRevenueColumnAmt |
| Exclusion | $350,984 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $653,811 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $701,730 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$47,919 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$47,919 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $16,536 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$64,455 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $624,987 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $596,987 | SecuritiesAmt |
| Other | $9,629 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,000 | SecuritiesAmt |
| Other | -$9,629 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,371 | TotalRevenueColumnAmt |
| Exclusion | $18,371 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,131,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,547,137 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $16,575 | UnrelatedBusinessRevenueAmt |
| Exclusion | $304,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,014,596 | TotalAmt |
| Program Services | $992,081 | ProgramServicesAmt |
| Management And General | $855,126 | ManagementAndGeneralAmt |
| Fundraising | $167,389 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,189,940 | TotalAmt |
| Program Services | $9,942,468 | ProgramServicesAmt |
| Management And General | $8,569,932 | ManagementAndGeneralAmt |
| Fundraising | $1,677,540 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,665 | TotalAmt |
| Program Services | $265,756 | ProgramServicesAmt |
| Management And General | $229,069 | ManagementAndGeneralAmt |
| Fundraising | $44,840 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994,366 | TotalAmt |
| Program Services | $489,672 | ProgramServicesAmt |
| Management And General | $422,074 | ManagementAndGeneralAmt |
| Fundraising | $82,620 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,679,488 | TotalAmt |
| Program Services | $827,058 | ProgramServicesAmt |
| Management And General | $712,885 | ManagementAndGeneralAmt |
| Fundraising | $139,545 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,790 | TotalAmt |
| Management And General | $135,790 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,125 | TotalAmt |
| Management And General | $141,125 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,066 | TotalAmt |
| Management And General | $250,066 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,810,270 | TotalAmt |
| Program Services | $4,831,034 | ProgramServicesAmt |
| Management And General | $4,164,121 | ManagementAndGeneralAmt |
| Fundraising | $815,115 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,786,939 | TotalAmt |
| Program Services | $1,372,419 | ProgramServicesAmt |
| Management And General | $1,182,959 | ManagementAndGeneralAmt |
| Fundraising | $231,561 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,395,272 | TotalAmt |
| Program Services | $687,097 | ProgramServicesAmt |
| Management And General | $592,245 | ManagementAndGeneralAmt |
| Fundraising | $115,930 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,475 | TotalAmt |
| Program Services | $132,210 | ProgramServicesAmt |
| Management And General | $113,958 | ManagementAndGeneralAmt |
| Fundraising | $22,307 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,807 | TotalAmt |
| Program Services | $28,960 | ProgramServicesAmt |
| Management And General | $24,961 | ManagementAndGeneralAmt |
| Fundraising | $4,886 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,206 | TotalAmt |
| Management And General | $81,206 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,220 | TotalAmt |
| Program Services | $270,326 | ProgramServicesAmt |
| Management And General | $369,283 | ManagementAndGeneralAmt |
| Fundraising | $45,611 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,262 | TotalAmt |
| Program Services | $61,685 | ProgramServicesAmt |
| Management And General | $53,169 | ManagementAndGeneralAmt |
| Fundraising | $10,408 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $930,705 | $475,559 | $381,166 | $73,980 |
| TRAINING & EDUCATION | $2,089 | $1,028 | $887 | $174 |
| TAXES | -$233 | -$115 | -$99 | -$19 |
| GOVERNANCE COSTS | -$59,286 | -$29,195 | -$25,165 | -$4,926 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,029,762 | TotalAmt |
| Program Services | $20,348,043 | ProgramServicesAmt |
| Management And General | $18,254,758 | ManagementAndGeneralAmt |
| Fundraising | $3,426,961 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,602,946 | BOYAmt |
| EOY | $6,498,232 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,880,134 | BOYAmt |
| EOY | $5,677,734 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,595 | BOYAmt |
| EOY | $5,930,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,037,956 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,323,667 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,607,981 | BOYAmt |
| EOY | $12,714,289 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,829,386 | BOYAmt |
| EOY | $7,880,327 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,899,118 | BOYAmt |
| EOY | $25,829,631 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,920 | BOYAmt |
| EOY | $817,646 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,378,673 | BOYAmt |
| EOY | $1,799,052 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,576,753 | BOYAmt |
| EOY | $67,147,281 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,720,524 | BOYAmt |
| EOY | $9,546,139 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,289,066 | BOYAmt |
| EOY | $1,615,768 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,715,044 | BOYAmt |
| EOY | $6,189,051 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,432,081 | BOYAmt |
| EOY | $1,048,215 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,156,715 | BOYAmt |
| EOY | $18,399,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,420,038 | BOYAmt |
| EOY | $48,748,108 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,420,038 | BOYAmt |
| EOY | $48,748,108 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,576,753 | BOYAmt |
| EOY | $67,147,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,102,130 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,352,073 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,578,013 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,906,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,677,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,661,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,300,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,263,283 | CurrentTaxYearAmt |
| Total | $126,808,565 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,276,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,904,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,156,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,558,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,547,134 | CurrentTaxYearAmt |
| Total | $91,442,637 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,183,093 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,581,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,817,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,858,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,810,417 | CurrentTaxYearAmt |
| Total | $218,251,202 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,635,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,004,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,897,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,405,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,970,701 | CurrentTaxYearAmt |
| Total | $47,914,247 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,635,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,004,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,897,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,405,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,970,701 | CurrentTaxYearAmt |
| Total | $47,914,247 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $170,336,955 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $394,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $292,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $344,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $350,984 | CurrentTaxYearAmt |
| Total | $1,640,781 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,576 | CurrentTaxYearAmt |
| Total | $135,066 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $446,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $320,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $289,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $352,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $367,560 | CurrentTaxYearAmt |
| Total | $1,775,847 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13 | CurrentTaxYearMinus3YearsAmt |
| Total | $32 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,629,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,902,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,106,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,211,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,177,977 | CurrentTaxYearAmt |
| Total | $220,027,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.70390 | PublicSupportPY509Pct |
| Investment Income CY | 0.00810 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00650 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATIVE SERVICES - MISCELLANEOUS - 2018 AMOUNT: $ 19. 2019 AMOUNT: $ 13. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,066 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,066 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,348,043 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,598,109 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $19,500 | CurrentYearMinus1Amt |
| Current Year | $250,066 | CurrentYearAmt |
| Total | $269,566 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $404,349 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $97,500 | CurrentYearMinus1Amt |
| Current Year | $250,066 | CurrentYearAmt |
| Total | $347,566 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $4,875 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $4,875 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $7,313 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH C PART II-A | FormAndLineReferenceDesc |
| Explanation | ALTARUM ALONG WITH CONSULTANTS MET WITH AND/OR SUBMITTED INFORMATION TO STATE OF MICHIGAN LEGISLATORS AND STAFF MEMBERS OF THE U.S. HOUSE OF REPRESENTATIVES AND/OR THE U.S. SENATE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,596,660 | OtherCostOrOtherBasisAmt |
| Book Value | $1,596,660 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,208,157 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,647,859 | DepreciationAmt |
| Book Value | $7,560,298 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,250,293 | OtherCostOrOtherBasisAmt |
| Depreciation | $661,997 | DepreciationAmt |
| Book Value | $2,588,296 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,982,846 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,013,811 | DepreciationAmt |
| Book Value | $969,035 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,714,289 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN FCAM SUBSIDIARIES | $25,580,281 | C |
| INVESTMENT IN RIGHTPATH CAPITAL | $25,000 | C |
| INVESTMENT IN AMMS SUBSIDIARIES | $224,350 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,829,631 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLE | $10,790 |
| DEFERRED COMPENSATION LIABILITY | $1,037,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,048,215 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ASC 740 (FKA FIN 48) FOOTNOTE THE INSTITUTE ANALYZES ITS INCOME TAX FILING POSITIONS IN THE FEDERAL, STATE, AND LOCAL JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE INSTITUTE TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS INCOME TAX EXPENSE. THE INSTITUTE HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2019 THROUGH 2022, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF DECEMBER 31, 2022. THE INSTITUTE CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE INSTITUTE'S CONSOLIDATED FINANCIAL STATEMENTS. THE INSTITUTE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE INSTITUTE DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT DECEMBER 31, 2022 OR 2021 AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL, STATE OR LOCAL INCOME TAX AUTHORITIES. |
| SCHEDULE D | ALTARUM INSTITUTE ADOPTED THE PROVISIONS OF ASC 740 (FKA FIN 48) FOR THE FISCAL YEAR ENDED DECEMBER 31, 2007, AS REQUIRED. ALTARUM INSTITUTE'S SHARE OF THE CONSOLIDATED FINANCIAL STATEMENT PROVISION FOR ASC 740 (FKA FIN 48) FOR THE FISCAL YEAR ENDED DECEMBER 31, 2022 WAS ZERO. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | SCIENTIFIC RESEARCH | SpecificServicesProvidedTxt |
| Region Total Expenditures | $86,588 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $86,588 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $86,588 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LINCOLN SMITH END 3322 | ||||||||||||||
| SENIOR VICE PRESIDENT | $145,841 | $0 | $445,954 | $0 | $486 | $0 | $9,150 | $0 | $0 | $0 | $601,431 | $0 | $445,954 | $0 |
| MICHAEL MONSON | ||||||||||||||
| PRESIDENT AND CEO | $700,000 | $0 | $0 | $0 | $67,791 | $0 | $9,150 | $0 | $24,584 | $0 | $801,525 | $0 | $0 | $0 |
| DANIEL ARMIJO END 53121 | ||||||||||||||
| FORMER SVP & COO | $0 | $0 | $0 | $0 | $314,891 | $0 | $0 | $0 | $0 | $0 | $314,891 | $0 | $0 | $0 |
| DAVID ROBERTSON END 4422 | ||||||||||||||
| SVP & CFO | $94,773 | $0 | $105,138 | $0 | $188,398 | $0 | $331,346 | $0 | $9,307 | $0 | $728,962 | $0 | $105,138 | $0 |
| MALESA LITTERAL | ||||||||||||||
| EVP & CAO | $336,778 | $0 | $29,043 | $0 | -$3,917 | $0 | $9,150 | $0 | $22,875 | $0 | $393,929 | $0 | $29,043 | $0 |
| LAURA SANKEY | ||||||||||||||
| EVP & CSO | $274,555 | $0 | $0 | $0 | -$2,033 | $0 | $7,013 | $0 | $19,462 | $0 | $298,997 | $0 | $0 | $0 |
| TRACY LAWYER | ||||||||||||||
| SECRETARY | $197,370 | $0 | $30,000 | $0 | $5,467 | $0 | $16,177 | $0 | $7,801 | $0 | $256,815 | $0 | $37,591 | $0 |
| STEVEN TOWELL END 6822 | ||||||||||||||
| CORPORATE DIRECTOR/ FORMER | $89,347 | $0 | $28,000 | $0 | $107,498 | $0 | -$104,637 | $0 | $13,732 | $0 | $133,940 | $0 | $139,689 | $0 |
| TARA FOWLER | ||||||||||||||
| VICE PRESIDENT | $214,200 | $0 | $41,250 | $0 | $7,189 | $0 | $13,184 | $0 | $1,090 | $0 | $276,913 | $0 | $45,369 | $0 |
| RICHARD KELLER END 120122 | ||||||||||||||
| VICE PRESIDENT | $214,200 | $0 | $68,750 | $0 | -$3,879 | $0 | $234,162 | $0 | $29,958 | $0 | $543,191 | $0 | $72,869 | $0 |
| DAVID BANKS | ||||||||||||||
| CORPORATE DIRECTOR | $218,333 | $0 | $53,000 | $0 | $18,641 | $0 | $11,480 | $0 | $6,593 | $0 | $308,047 | $0 | $53,000 | $0 |
| DENISE STURM | ||||||||||||||
| EVP & CFO | $269,129 | $0 | $0 | $0 | $1,159 | $0 | $6,859 | $0 | $5,157 | $0 | $282,304 | $0 | $0 | $0 |
| LAKSHMI ATLURI END 111622 | ||||||||||||||
| PHS DIRECTOR | $154,583 | $0 | $30,000 | $0 | $81,989 | $0 | -$46,666 | $0 | $19,948 | $0 | $239,854 | $0 | $106,176 | $0 |
| VIDA BOWEN | ||||||||||||||
| CORPORATE DIRECTOR | $156,774 | $0 | $40,000 | $0 | $4,172 | $0 | $5,181 | $0 | $8,473 | $0 | $214,600 | $0 | $46,030 | $0 |
| SHERYL MATHIS END 102822 | ||||||||||||||
| PH DIRECTOR | $144,394 | $0 | $20,000 | $0 | $22,097 | $0 | -$16,434 | $0 | $24,101 | $0 | $194,158 | $0 | $47,506 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 4A | SEVERANCE PAYMENT ALTARUM INSTITUTE ISSUED THE FOLLOWING SEVERANCE PAYMENT IN 2022 AS A RESULT OF TERMINATION OF EMPLOYMENT: DANIEL ARMIJO $314,891.56 DAVID ROBERTSON $190,319.85 |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ALTARUM INSTITUTE ADMINISTERS A SUPPLEMENTAL NONQUALIFIED IRC SECTION 457(F) PLAN FOR ITS SENIOR EXECUTIVES AND ANOTHER SUCH PLAN FOR MIDDLE MANAGEMENT. THESE IRC SECTION 457(F) PLANS PROVIDE SPECIFIC TIME DEFERRALS OF INCENTIVE COMPENSATION FOR THESE EMPLOYEES. FOR 2022 THERE WERE NO INCENTIVE COMPENSATION AWARDS UNDER THE PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | IN JANUARY 2022, ALTARUM INSTITUTE AMENDED AND RESTATED BOTH THE ARTICLES AND BYLAWS. THE UPDATES TO THE ARTICLES INCLUDE THE FOLLOWING: 1. AN UPDATE TO THE MISSION AND PURPOSE OF THE ORGANIZATION. 2. AN UPDATE, INCLUDING CLARIFICATION, TO THE TAX EXEMPTION COMPLIANCE REQUIREMENTS 3. AN ADDED PROVISION LIMITING THE LIABILITY OF LIMITED TRUSTEE AND VOLUNTEER OFFICERS. THE UPDATES TO THE BYLAWS INCLUDE THE FOLLOWING: 1. AN UPDATE TO THE DUTIES OF THE PRESIDENT. 2. AN ADDITION TO THE BYLAWS TO INCLUDE TAX EXEMPTION COMPLIANCE PROVISIONS THAT ALIGN WITH THE TAX EXEMPTION COMPLIANCE PROVISIONS IN THE ARTICLES. A PROVISION PROHIBITING PRIVATE INUREMENT WAS ALSO ADDED. 3. INCORPORATED THE TERMS OF THE SEPARATE, INDEPENDENT CONFLICT OF INTEREST POLICIES. 4. AN ADDITION OF A CONFIDENTIALITY PROVISION FOR TRUSTEES AND OFFICERS. 5. AN UPDATE TO THE INDEMNIFICATION PROVISION FOR COVERED PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS USED TO REVIEW THE FORM 990 1. IRS FORM 990 IS PREPARED EXTERNALLY BY ALTARUM'S TAX ACCOUNTING FIRM. THE PROCESS IS MANAGED BY THE OFFICE OF THE CHIEF FINANCIAL OFFICER. WITH APPROPRIATE GUIDANCE FROM THE TAX ACCOUNTANTS, INFORMATION GATHERING, AND REPORTING IS PRIMARILY CONDUCTED BY THE CHIEF FINANCIAL OFFICER AND DIRECTOR OF FINANCIAL REPORTING. AS PART OF THE INFORMATION GATHERING PROCESS, THE CHIEF FINANCIAL OFFICER AND DIRECTOR OF FINANCIAL REPORTING WORK WITH ALTARUM INSTITUTE OFFICERS AND OTHER MANAGERS AS NECESSARY. 2. THE CHIEF FINANCIAL OFFICER PRESENTS THE COMPLETED DRAFT FORM 990 TO THE FINANCE AND AUDIT COMMITTEE OF THE ALTARUM INSTITUTE BOARD OF TRUSTEES. THIS COMMITTEE HAS BEEN DESIGNATED BY THE BOARD TO REVIEW THE FORM 990 TO EITHER RECOMMEND TO THE BOARD FOR APPROVAL AS WRITTEN OR MAKE SUGGESTED MODIFICATIONS. 3. SIMULTANEOUS WITH SUBMISSION OF THE FORM 990 TO THE COMMITTEE, ALL TRUSTEES RECEIVE A COPY OF THE DRAFT FORM 990 AND ARE INVITED TO PARTICIPATE IN THE COMMITTEE MEETING DESIGNATED TO REVIEW THE FORM 990. 4. ONCE THE COMMITTEE REVIEW MEETING IS COMPLETE, THE COMMITTEE PRESENTS THE FORM 990 TO THE BOARD TO REVIEW. 5. ONCE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES FOR SUBMISSION, THE CHIEF FINANCIAL OFFICER IS NOTIFIED THAT THE FORM IS READY FOR SUBMISSION TO THE IRS. 6. THE CHIEF FINANCIAL OFFICER INSTRUCTS THE EXTERNAL TAX ACCOUNTANTS TO FINALIZE THE IRS FORM 990 AND PRESENT IT FOR SIGNATURE AND FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY ANNUALLY, EACH MEMBER OF THE BOARD OF TRUSTEES AND EVERY EXECUTIVE MUST COMPLETE AND SUBMIT A DISCLOSURE FORM TO THE SECRETARY (AND GENERAL COUNSEL). INCLUDED IN THE DISCLOSURE FORM IS ANY EMPLOYMENT, BOARD MEMBERSHIP, COMPENSATORY ARRANGEMENTS, MATERIAL INTERESTS, ETC. WITH OTHER ENTITIES. THE SECRETARY INPUTS ALL OF THE INFORMATION INTO A DATABASE SO THAT MATERIAL TRANSACTIONS CAN BE CHECKED AGAINST ALL OF THE DATA PROVIDED IN THE DISCLOSURE FORMS. ALSO, PURSUANT TO POLICY, THE BOARD MEMBERS AND EXECUTIVES HAVE TO DISCLOSE ANY INTERESTS IN OR RELATIONSHIP WITH AN ENTITY THAT ALTARUM IS PURSUING A TRANSACTION WITH (AT THE TIME OF THE BOARD MEMBER OR EXECUTIVE BECOMING AWARE OF THE POTENTIAL ALTARUM RELATIONSHIP). UPON THE IDENTIFICATION OF A POTENTIAL CONFLICT OF INTEREST, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS, AND THE DISINTERESTED BOARD MEMBERS (IN THE ABSENCE OF THE INTERESTED PERSON) DISCUSS AND VOTE UPON WHETHER OR NOT AN ACTUAL CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS, THEN ALTERNATIVE TRANSACTIONS OR ARRANGEMENTS WILL BE INVESTIGATED BY APPOINTED DISINTERESTED PERSONS OR A COMMITTEE. IF AN ALTERNATIVE TRANSACTION WITHOUT CONFLICT IS NOT REASONABLY POSSIBLE, THE DISINTERESTED MEMBERS OF THE BOARD DETERMINE WHETHER OR NOT THE CONFLICTED TRANSACTION IS IN ALTARUM'S BEST INTERESTS AND DETERMINE IF THE TERMS OF THE TRANSACTION ARE FAIR AND REASONABLE. UPON A CONFLICT OF INTEREST OCCURRING THAT WAS NOT DISCLOSED, THE INTERESTED PERSON MUST EXPLAIN THE FAILURE TO DISCLOSE THE ALLEGED CONFLICT. AFTER CONSIDERING THE EXPLANATION AND CONDUCTING ANY NECESSARY FURTHER INVESTIGATION, THE BOARD WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE TALENT AND COMPENSATION COMMITTEE AND BOARD OF TRUSTEES MET IN THE FIRST QUARTER FOR THE PURPOSE OF REVIEWING, DETERMINING AND/OR ENDORSING COMPENSATION FOR THE NON-PRESIDENT AND CEO EXECUTIVES OF ALTARUM INSTITUTE, ALL IN CONSULTATION WITH AN INDEPENDENT COMPENSATION CONSULTANT (AND THE PRESIDENT AND CEO). THE COMMITTEE AND BOARD EVALUATE THE REASONABLENESS OF THE AMOUNT AND CONFORMITY WITH ALTARUM INSTITUTE POLICIES. REVIEW OF PRIOR YEAR TOTAL COMPENSATION ALSO OCCURED AT THE FIRST QUARTER MEETING. THE FOLLOWING INFORMATION IS CONSIDERED AS PART OF REVIEWING AND DETERMINING COMPENSATION: 1. SALARY SURVEY INFORMATION COMPILED BY AN INDEPENDENT FIRM (E.G., ERI, GUIDESTAR, ETC.) 2. INDEPENDENT MARKET COMPENSATION DATA REPORT PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT. 3. NON-PROFIT PEER GROUP. 4. EMPLOYEE PERFORMANCE EVALUATION DATA. ALL MEMBERS OF THE BOARD VOTE ON THE COMPENSATION RECOMMENDED AND PRESENTED FOR THE PRESIDENT AND CEO. THE BOARD REVIEWS AND EVALUATES THE PRESIDENT AND CEO'S PERFORMANCE AND DETERMINES AND APPROVES THE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC: ALL AVAILABLE UPON REQUEST |
| FORM 990, PART IX, LINE 11G | SUBCONTRACT FEES: PROGRAM SERVICE EXPENSES 4,297,520. MANAGEMENT AND GENERAL EXPENSES 3,704,257. FUNDRAISING EXPENSES 725,098. TOTAL EXPENSES 8,726,875. CONSULTING: PROGRAM SERVICE EXPENSES 511,088. MANAGEMENT AND GENERAL EXPENSES 440,533. FUNDRAISING EXPENSES 86,233. TOTAL EXPENSES 1,037,854. WORK ORDER LABOR: PROGRAM SERVICE EXPENSES 2,790. MANAGEMENT AND GENERAL EXPENSES 2,405. FUNDRAISING EXPENSES 471. TOTAL EXPENSES 5,666. HONORARIA/ INCENTIVES: PROGRAM SERVICE EXPENSES 19,636. MANAGEMENT AND GENERAL EXPENSES 16,926. FUNDRAISING EXPENSES 3,313. TOTAL EXPENSES 39,875. |
| FORM 990, PART XI, LINE 9: | GAIN FROM SUBSIDIARIES 3,578,013. |
| FORM 990, PART XII, LINE 3B | REQUIRED AUDIT SINGLE AUDIT COMPLETED IN ACCORDANCE WITH UNIFORM GUIDANCE |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 GREEN COURT SUITE 300 | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 881423017 | EIN |
| Primary Activities | HEALTH SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTARUM INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FEDERAL CONSULTING ASSET MANAGEMENT INC | |||||||||||||
| 3520 GREEN COURT SUITE 300 | ANN ARBOR | MI | 48105 | 383609582 | HOLDING CO. | MI | N/A | C | $3,706,163 | $16,519,796 | 1.00000 | Yes (1) | |
| PALLADIAN PARTNERS INC | |||||||||||||
| 1 INVENTA PLACE WEST TOWER SUITE 80 | SILVER SPRING | MD | 20910 | 521974660 | HEALTH COMMUNICATION SERVICES | MD | C | $3,762,223 | $23,214,525 | 1.00000 | Yes (1) | FCAM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES | ||
| B | $352,500 | COST |
| PALLADIAN PARTNERS INC | ||
| L | $170,421 | COST |
| PALLADIAN PARTNERS INC | ||
| M | $7,523 | COST |
| PALLADIAN PARTNERS INC | ||
| Q | $3,868,006 | COST |
| FEDERAL CONSULTING ASSET MANAGEMENT | ||
| E | $3,355,894 | COST |
| PALLADIAN PARTNERS INC | ||
| E | $3,355,894 | COST |
| PALLADIAN PARTNERS INC | ||
| P | $78,736 | COST |
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