2022-10-05T07:25:30-05:00 2021-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2021-01-01 474823732 THE ORRIN G HATCH FOUNDATION ORRI 3853554380 411 E SOUTH TEMPLE SALT LAKE CITY UT 84111 MATTHEW SANDGREN EXECUTIVE DIRECTOR 3853554380 2022-10-05 1 MATTHEW SANDGREN 999009999 KRISTIN A JACQUELIN CPA P01325865 2023319880 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MATTHEW SANDGREN 411 E SOUTH TEMPLE SALT LAKE CITY UT 84111 2970712 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 3791468 2592355 0 0 42002 377696 0 -3131 3833470 2966920 0 8740000 0 0 599711 669794 93804 0 149395 1306766 428428 2000281 9838222 1833189 -6871302 20209519 20026805 64875 6753463 20144644 13273342 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 9460530 8740000 THE ORGANIZATION MOVED PROGRAMMING PREDOMINANTLY ONLINE IN 2021, CAPITALIZING ON THE EASE OF VIRTUAL EVENTS AND THE PUBLIC'S PREFERENCE FOR WEBINARS. LEGACY TOPICS CONTINUED TO BE A FOCUS FOR PROGRAMMING AS THE ORGANIZATION FOCUSED ON ISSUES SUCH AS STATE AND FEDERAL SOLUTIONS TO ADDRESS THE SUICIDE CRISIS AND THE NEED FOR A NATIONWIDE MENTAL HEALTH CURRICULUM. THE IMPORTANCE OF CIVICS EDUCATION REMAINED A KEY FOCUS FOLLOWING THE PREVIOUS YEAR'S POLICY REVIEW. THE HATCH CENTER POLICY REVIEW FOR 2021 HIGHLIGHTED THE IMPORTANCE OF THE ROLE OF FAMILIES IN THE DISCUSSION ON CRIMINAL JUSTICE REFORM. THIS SAME TOPIC WAS ADDRESSED NOT ONLY IN A COMPREHENSIVE WHITE PAPER, BUT IN MULTIPLE OP-EDS, WEBINARS, AND MEDIA INTERVIEWS. BY THE FALL OF 2021, THE ORGANIZATION PREPARED TO RESUME SOME IN-PERSON ACTIVITIES WHILE CONTINUING THE SUCCESSFUL FORMAT OF POLICY WEBINARS. 9460530 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 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 275015 0 8355 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 91264 0 4528 MELANIE BOWEN COMMUNITY RELATIONS DIRECTOR 40.00 X 108888 0 5125 SAM LYMAN POLICY DIRECTOR 40.00 X 110385 0 5519 585552 0 23527 3 0 1 0 ORRIN G HATCH 411 E SOUTH TEMPLE SALT LAKE CITY UT 84111 CONSULTING 120000 1 42500 2549855 2592355 377696 377696 0 42500 3792 -3792 -3792 661 661 661 2966920 0 0 374565 8740000 8740000 669794 478899 128616 62279 18639 18639 249381 157924 18318 73139 4192 4192 12535 5806 6392 337 47191 30029 12998 4164 15646 10898 3104 1644 7692 5217 1849 626 DUES AND SUBSCRIPTION 33934 16007 16604 1323 MISCELLANEOUS 28237 11558 10796 5883 CREDIT CARD/BANK FEES 5774 5774 TELEPHONE 5207 5207 9838222 9460530 228297 149395 17669088 3389496 1800000 801000 740430 740430 740430 8605508 6490371 1 0 20209519 20026805 64875 6753463 64875 6753463 X 18063886 12217480 2080758 1055862 20144644 13273342 20209519 20026805 -6871302 0 X X 1 X 1 X 1 0 X 2011371 4330499 9008922 3791468 2549855 21692115 2011371 4330499 9008922 3791468 2549855 21692115 12095422 9596693 21692115 0.44240 0.89730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 740430 740430 740430 CASH & EQUIVALENTS 416817 F FIXED INCOME 5491229 F ALTERNATIVES 582325 F 6490371 X 2966920 0 2966920 0 2966920 9838222 0 9838222 0 9838222 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, 2021, 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. TIM SCOTT EVENT 42500 42500 3000 792 42500 42500 3000 792 3792 -3792 1 UNIVERSITY OF UTAH 201 PRESIDENTS CIR SALT LAKE CITY UT 84112 876000525 8000000 740000 BOOK VALUE LAND TO ESTABLISH A PHYSICAL PRESENCE IN D.C. 1 X X X X 0 0 0 1 0 0 0 0 0 MATTHEW SANDGREN EXECUTIVE DIRECTOR 230000 0 45015 0 0 0 8355 0 0 0 283370 0 0 0 PART I, LINE 3 THE ORGANIZATION DOES BOTH A COMPENSATION SURVEY OR STUDY AS WELL AS COMPARING TO OTHER ORGANIZATIONS' 990. LINE 5A BONUSES ARE BASED ON FUNDRAISING GOALS AND PERFORMANCE OF THE FOUNDATION IN A GIVEN YEAR. ALL BONUSES ARE APPROVED BY THE BOARD PRESIDENT. 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.