ALTARUM INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ALTARUM INSTITUTE (EIN 38-1983442)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-08
- IRS object ID
- 201633139349301608
- Schema version
- 2015v2.1
- 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 | 2016-11-08T11:56:32-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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) |
|---|---|---|
| In Care Of | % Douglas R Gilbert | InCareOfNm |
| Business Name Control | ALTA | BusinessNameControlTxt |
| Phone | 7343024600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 Green Court | AddressLine1Txt |
| City | Ann Arbor | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Douglas R Gilbert | PersonNm |
| Person Title | VP and Controller | PersonTitleTxt |
| Phone | 7343024600 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANE L BEAN | PreparerPersonNm |
| PTIN | P00104972 | PTIN |
| Phone | 6142245678 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lincoln T Smith | 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 | $57,620,753 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | Altarum serves the public good by solving complex systems problems to improve human health, integrating research, technology, analysis and consulting skills. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 289 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $79,451 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $45,907 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,684,372 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,433,544 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,723,532 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,901,282 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,615 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,638 | CYInvestmentIncomeAmt |
| PY Other Revenue | $475,000 | PYOtherRevenueAmt |
| CY Other Revenue | $250,000 | CYOtherRevenueAmt |
| PY Total Revenue | $59,893,519 | PYTotalRevenueAmt |
| CY Total Revenue | $57,595,464 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,588 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,260 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $35,168,168 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,510,796 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $319,703 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,275,271 | PYOtherExpensesAmt |
| CY Other Expenses | $22,135,574 | CYOtherExpensesAmt |
| PY Total Expenses | $59,453,027 | PYTotalExpensesAmt |
| CY Total Expenses | $56,657,630 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $440,492 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $937,834 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,701,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,080,361 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,829,521 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,920,043 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,871,728 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,160,318 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Altarum serves the public good by solving complex systems problems to improve human health, integrating research, technology, analysis, and consulting skills. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $35,424,575 | ExpenseAmt |
| Grant | $11,260 | GrantAmt |
| Revenue | $37,901,282 | RevenueAmt |
| Desc | Scientific Research for the sustainable well-being of society | Desc |
| Total Program Service Expenses | $35,424,575 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 149 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 289 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Douglas R Gilbert | PersonNm |
| 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Karen Aldridge-Eason | ||||||||
| Trustee | 4.0 | 1.0 | Yes (X) | $18,167 | $0 | $0 | ||
| Ronald J Gardhouse | ||||||||
| Vice Chairman Trustee | 4.0 | 1.0 | Yes (X) | $18,875 | $0 | $0 | ||
| Maxine Hayes THRU 21815 | ||||||||
| Vice Chairman Trustee | 4.0 | 1.0 | Yes (X) | $5,375 | $0 | $0 | ||
| Marvin McKinney | ||||||||
| Trustee | 4.0 | 1.0 | Yes (X) | $19,500 | $0 | $0 | ||
| Jerry Croan | ||||||||
| Trustee | 4.0 | 1.0 | Yes (X) | $17,375 | $0 | $0 | ||
| Guy Fish | ||||||||
| Trustee | 4.0 | 1.0 | Yes (X) | $18,625 | $0 | $0 | ||
| Rosemary Gibson | ||||||||
| Trustee | 4.0 | 1.0 | Yes (X) | $22,469 | $0 | $0 | ||
| Mary Ousley | ||||||||
| Chairman Trustee | 4.0 | 1.0 | Yes (X) | $26,750 | $0 | $0 | ||
| Alonzo Plough | ||||||||
| Trustee | 4.0 | 1.0 | Yes (X) | $13,500 | $0 | $0 | ||
| Lincoln T Smith secretary | ||||||||
| President and CEO | 40.0 | 5.0 | Yes (X) | $745,947 | $0 | $743,820 | Yes (X) | |
| Alicia Torres treasurer | ||||||||
| Senior VP & CFO | 40.0 | 5.0 | $370,193 | $0 | $352,789 | Yes (X) | ||
| James A Lee | ||||||||
| VP, Business Develop officer | 40.0 | 0.0 | $363,260 | $0 | $165,361 | Yes (X) | ||
| Glen Greenlee | ||||||||
| VP, Group director | 40.0 | 0.0 | $316,813 | $0 | $103,317 | Yes (X) | ||
| Daniel C Armijo | ||||||||
| VP, Group Director | 40.0 | 0.0 | $343,609 | $0 | $275,558 | Yes (X) | ||
| Ryan Lay | ||||||||
| VP, Group Director | 40.0 | 0.0 | $313,565 | $0 | $261,630 | Yes (X) | ||
| Katherine A Dimeo | ||||||||
| VP, Group Director | 40.0 | 0.0 | $276,598 | $0 | $151,281 | Yes (X) | ||
| Steven J Towell | ||||||||
| VP, Corp Informatioin & Tech | 40.0 | 0.0 | $235,043 | $0 | $199,248 | Yes (X) | ||
| Terry R Owens EFF 52615 | ||||||||
| VP | 40.0 | 0.0 | $109,583 | $0 | $128,765 | Yes (X) | ||
| Douglas R Gilbert | ||||||||
| VP and Corporate Controller | 40.0 | 5.0 | $274,675 | $0 | $258,057 | Yes (X) | ||
| Eric P Gelman | ||||||||
| Group Deputy Director | 40.0 | 0.0 | $284,265 | $0 | $80,904 | Yes (X) | ||
| Karen Metscher THRU 82515 | ||||||||
| Practice Area Lead | 40.0 | 0.0 | $235,557 | $0 | $23,942 | Yes (X) | ||
| Richard A Keller | ||||||||
| Center Director | 40.0 | 0.0 | $187,217 | $0 | $73,431 | Yes (X) | ||
| Timothy P Borchert | ||||||||
| Group Deputy Director | 40.0 | 0.0 | $247,743 | $0 | $173,543 | Yes (X) | ||
| JoaAnne Lynn | ||||||||
| Center Director | 40.0 | 0.0 | $218,267 | $0 | $108,823 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,682,971 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,100,469 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 90 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IPSOS Public Affairs | |||||
| 2020 K Street NW Suite 100 | Washington | DC | 20006 | Scientific/Technical | $1,442,482 |
| Data Recognition Corporation | |||||
| 13490 Bass Lake Rd | Maple Grove | MN | 55311 | Scientific/Technical | $1,075,314 |
| Research Triangle Institute | |||||
| 3040 Cornwallis Rd | Research Triangle Park | NC | 27709 | Scientific/Technical | $832,617 |
| AFYA Inc | |||||
| 8101 Sandy Spring Rd 3rd Floor | Laurel | MD | 20707 | Scientific/Technical | $831,049 |
| Datastat | |||||
| 3975 Research Park Dr | Ann Arbor | MI | 48108 | Scientific/Technical | $778,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Government Grants | $18,623,359 | GovernmentGrantsAmt |
| All Other Contributions | $810,185 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $19,433,544 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $37,901,282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,821,831 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $79,451 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,901,282 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,638 | TotalRevenueColumnAmt |
| Exclusion | $10,638 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,289 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,289 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE ASSIGNMENT INCENTIVE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $250,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $250,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $250,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,595,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,821,831 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $79,451 | UnrelatedBusinessRevenueAmt |
| Exclusion | $260,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,260 | TotalAmt |
| Program Services | $11,260 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,089,858 | TotalAmt |
| Program Services | $3,869,166 | ProgramServicesAmt |
| Management And General | $2,185,799 | ManagementAndGeneralAmt |
| Fundraising | $34,893 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,634,704 | TotalAmt |
| Program Services | $13,110,172 | ProgramServicesAmt |
| Management And General | $7,406,300 | ManagementAndGeneralAmt |
| Fundraising | $118,232 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,888 | TotalAmt |
| Program Services | $381,772 | ProgramServicesAmt |
| Management And General | $215,673 | ManagementAndGeneralAmt |
| Fundraising | $3,443 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,121,138 | TotalAmt |
| Program Services | $3,253,693 | ProgramServicesAmt |
| Management And General | $1,838,102 | ManagementAndGeneralAmt |
| Fundraising | $29,343 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,064,208 | TotalAmt |
| Program Services | $1,311,486 | ProgramServicesAmt |
| Management And General | $740,895 | ManagementAndGeneralAmt |
| Fundraising | $11,827 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,456 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $203,456 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,915 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $164,915 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,331 | TotalAmt |
| Management And General | $2,331 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,874,630 | TotalAmt |
| Program Services | $7,544,496 | ProgramServicesAmt |
| Management And General | $4,262,095 | ManagementAndGeneralAmt |
| Fundraising | $68,039 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,538,233 | TotalAmt |
| Program Services | $1,612,656 | ProgramServicesAmt |
| Management And General | $911,034 | ManagementAndGeneralAmt |
| Fundraising | $14,543 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,625,471 | TotalAmt |
| Program Services | $1,668,082 | ProgramServicesAmt |
| Management And General | $942,346 | ManagementAndGeneralAmt |
| Fundraising | $15,043 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,623,612 | TotalAmt |
| Program Services | $1,666,901 | ProgramServicesAmt |
| Management And General | $941,678 | ManagementAndGeneralAmt |
| Fundraising | $15,033 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,449 | TotalAmt |
| Program Services | $41,583 | ProgramServicesAmt |
| Management And General | $23,491 | ManagementAndGeneralAmt |
| Fundraising | $375 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,482 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $524,482 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,271 | TotalAmt |
| Program Services | $476,681 | ProgramServicesAmt |
| Management And General | $269,291 | ManagementAndGeneralAmt |
| Fundraising | $4,299 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,528 | TotalAmt |
| Program Services | $133,758 | ProgramServicesAmt |
| Management And General | $75,564 | ManagementAndGeneralAmt |
| Fundraising | $1,206 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Training | $276,210 | $175,488 | $99,139 | $1,583 |
| Governance Costs | $185,620 | $117,932 | $66,624 | $1,064 |
| GSA FEES | $66,096 | $41,994 | $23,723 | $379 |
| MARKETING | $34,387 | $21,848 | $12,342 | $197 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$10,117 | TotalAmt |
| Program Services | -$14,393 | ProgramServicesAmt |
| Management And General | $4,072 | ManagementAndGeneralAmt |
| Fundraising | $204 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,657,630 | TotalAmt |
| Program Services | $35,424,575 | ProgramServicesAmt |
| Management And General | $20,913,352 | ManagementAndGeneralAmt |
| Fundraising | $319,703 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750 | BOYAmt |
| EOY | $610 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,976,542 | BOYAmt |
| EOY | $3,317,531 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,559,865 | BOYAmt |
| EOY | $9,853,499 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,181,035 | BOYAmt |
| EOY | $958,687 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,410,882 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,913,455 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,486,000 | BOYAmt |
| EOY | $1,497,427 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,837 | BOYAmt |
| EOY | $70,705 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,362,744 | BOYAmt |
| EOY | $1,362,744 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,036,476 | BOYAmt |
| EOY | $56,019,158 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,701,249 | BOYAmt |
| EOY | $73,080,361 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,984,200 | BOYAmt |
| EOY | $10,796,019 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,667,021 | BOYAmt |
| EOY | $3,077,714 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,980,000 | BOYAmt |
| EOY | $5,070,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,875,000 | BOYAmt |
| EOY | $6,910,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,323,300 | BOYAmt |
| EOY | $14,066,310 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,829,521 | BOYAmt |
| EOY | $39,920,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,871,728 | BOYAmt |
| EOY | $33,160,318 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,871,728 | BOYAmt |
| EOY | $33,160,318 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,701,249 | BOYAmt |
| EOY | $73,080,361 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $937,834 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,764 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $352,520 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $13,525,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,603,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,087,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,684,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,433,544 | CurrentTaxYearAmt |
| Total | $76,334,759 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,881,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,005,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,253,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,649,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,587,810 | CurrentTaxYearAmt |
| Total | $223,377,391 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,406,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,609,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,340,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,334,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,021,354 | CurrentTaxYearAmt |
| Total | $299,712,150 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,608,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,830,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,441,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,274,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,357,017 | CurrentTaxYearAmt |
| Total | $137,511,548 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,608,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,830,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,441,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,274,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,357,017 | CurrentTaxYearAmt |
| Total | $137,511,548 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $162,200,602 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,638 | CurrentTaxYearAmt |
| Total | $61,082 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $49,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $45,907 | CurrentTaxYearAmt |
| Total | $95,880 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,545 | CurrentTaxYearAmt |
| Total | $156,962 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,293 | CurrentTaxYearMinus3YearsAmt |
| Total | $119,983 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,444,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,711,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,410,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,344,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,077,899 | CurrentTaxYearAmt |
| Total | $299,989,095 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.54069 | PublicSupportCY509Pct |
| Public Support PY509 | 0.51499 | PublicSupportPY509Pct |
| Investment Income CY | 0.00052 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00045 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | false | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,331 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | false | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,331 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II, LINE 1B & 1G | FormAndLineReferenceDesc |
| Explanation | Lobbying Activity Description Altarum met with and/or submitted information to members of the U.S. House of Representatives and/or the U.S. Senate pertaining to the following topic: Long-Term Care and Aging Issues, Discussions and recommendations. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,297 | DepreciationAmt |
| Book Value | $80,369 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,252,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,835,158 | DepreciationAmt |
| Book Value | $1,417,058 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,497,427 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN SUBSIDIARIES | $48,933,835 |
| INTERCOMPANY RECEIVABLES | $6,334,911 |
| ASSETS IN ESCROW | $5,416 |
| DEFER COMPENSATION PLAN ASSETS | $744,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $56,019,158 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION LIABILITY | $2,386,779 |
| ENVIRONMENTAL ACCRUAL | $3,094 |
| INTERCOMPANY LIABILITIES | $11,676,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,066,310 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | FIN 48 (ASC 740) 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 2012 THROUGH 2015, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF DECEMBER 31, 2015. 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, 2015 OR 2014, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL, STATE OR LOCAL INCOME TAX AUTHORITIES. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program services | Scientific Research | $1,638 |
| East Asia and the Pacific | 0 | 0 | Program services | Scientific Research | $64,453 |
| Middle East and North Africa | 0 | 0 | Program services | Scientific Research | $6,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $72,662 | SubtotalSpentAmt |
| Total Spent | $72,662 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
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 (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 T Smith secretary | ||||||||||||||
| President and CEO | $294,191 | $0 | $450,040 | $0 | $1,716 | $0 | $730,955 | $0 | $12,865 | $0 | $1,489,767 | $0 | $450,040 | $0 |
| Alicia Torres treasurer | ||||||||||||||
| Senior VP & CFO | $184,235 | $0 | $181,752 | $0 | $4,206 | $0 | $342,350 | $0 | $10,439 | $0 | $722,982 | $0 | $181,752 | $0 |
| James A Lee | ||||||||||||||
| VP, Business Develop officer | $134,719 | $0 | $202,908 | $0 | $25,633 | $0 | $152,548 | $0 | $12,813 | $0 | $528,621 | $0 | $66,212 | $0 |
| Glen Greenlee | ||||||||||||||
| VP, Group director | $120,236 | $0 | $177,216 | $0 | $19,361 | $0 | $94,232 | $0 | $9,085 | $0 | $420,130 | $0 | $177,216 | $0 |
| Daniel C Armijo | ||||||||||||||
| VP, Group Director | $156,386 | $0 | $154,241 | $0 | $32,982 | $0 | $263,766 | $0 | $11,792 | $0 | $619,167 | $0 | $85,865 | $0 |
| Ryan Lay | ||||||||||||||
| VP, Group Director | $144,235 | $0 | $166,571 | $0 | $2,759 | $0 | $249,964 | $0 | $11,666 | $0 | $575,195 | $0 | $74,913 | $0 |
| Katherine A Dimeo | ||||||||||||||
| VP, Group Director | $171,433 | $0 | $101,871 | $0 | $3,294 | $0 | $152,185 | $0 | -$904 | $0 | $427,879 | $0 | $71,871 | $0 |
| Steven J Towell | ||||||||||||||
| VP, Corp Informatioin & Tech | $128,642 | $0 | $97,426 | $0 | $8,975 | $0 | $191,111 | $0 | $8,137 | $0 | $434,291 | $0 | $97,426 | $0 |
| Terry R Owens EFF 52615 | ||||||||||||||
| VP | $98,167 | $0 | $10,000 | $0 | $1,416 | $0 | $121,932 | $0 | $6,833 | $0 | $238,348 | $0 | $0 | $0 |
| Douglas R Gilbert | ||||||||||||||
| VP and Corporate Controller | $140,891 | $0 | $123,227 | $0 | $10,557 | $0 | $249,278 | $0 | $8,779 | $0 | $532,732 | $0 | $123,227 | $0 |
| Eric P Gelman | ||||||||||||||
| Group Deputy Director | $181,334 | $0 | $90,437 | $0 | $12,494 | $0 | $81,859 | $0 | -$955 | $0 | $365,169 | $0 | $90,437 | $0 |
| Karen Metscher THRU 82515 | ||||||||||||||
| Practice Area Lead | $94,842 | $0 | $32,815 | $0 | $107,900 | $0 | $21,276 | $0 | $2,666 | $0 | $259,499 | $0 | $32,815 | $0 |
| Richard A Keller | ||||||||||||||
| Center Director | $143,000 | $0 | $37,696 | $0 | $6,521 | $0 | $61,719 | $0 | $11,712 | $0 | $260,648 | $0 | $37,696 | $0 |
| Timothy P Borchert | ||||||||||||||
| Group Deputy Director | $152,474 | $0 | $87,413 | $0 | $7,856 | $0 | $162,225 | $0 | $11,318 | $0 | $421,286 | $0 | $87,413 | $0 |
| JoaAnne Lynn | ||||||||||||||
| Center Director | $149,494 | $0 | $55,484 | $0 | $13,289 | $0 | $104,964 | $0 | $3,859 | $0 | $327,090 | $0 | $55,484 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, part I, line 4A | IN 2015, DUE TO BUSINESS CONDITIONS, THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT: KAREN METSCHER $80,231 THE AMOUNT LISTED ABOVE HAs BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (III). |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ALTARUM INSTITUTE ADMINISTERS A SUPPLEMENTAL NONQUALIFIED IRC SECTION 457(F) PLAN FOR IS 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. THE FOLLOWING INDIVIDUALS DEFERRED THE LISTED AMOUNTS OF 2015 INCENTIVE COMPENSATION UNDER THE PLANS IN WHICH THEY QUALIFIED: LINCOLN T. SMITH $621,442 ALICIA TORRES $278,621 JAMES A. LEE $84,193 GLEN GREENLEE $28,150 DANIEL C. ARMIJO $231,481 RYAN LAY $168,895 KATHERINE A. DIMEO $115,968 STEVEN J. TOWELL $147,786 TERRY R. OWENS $105,562 DOUGLAS R. GILBERT $178,751 ERIC P. GELMAN $58,749 RICHARD A. KELLER $50,147 TIMOTHY P. BORCHERT $111,006 JOANNE LYNN $52,828 THE AMOUNTs LISTED ABOVE HAVE BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION B., LINE 11B | PROCESS USED TO REVIEW THE FORM 990 1. IRS FORM 990 IS PREPARED EXTERNALLY BY ALTARUMS 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 CONTROLLER. AS PART OF THE INFORMATION GATHERING PROCESS, THE CONTROLLER WORKS WITH ALTARUM INSTITUTE OFFICERS AND OTHER MANAGERS AS NECESSARY. 2. THE CHIEF FINANCIAL OFFICER PRESENTS THE COMPLETED DRAFT FORM 990 TO THE AUDIT AND COMPENSATION COMMITTEE OF THE ALTARUM INSTITUTE BOARD OF TRUSTEES. THIS COMMITTEE HAS BEEN DESIGNATED BY THE BOARD TO REVIEW THE FORM 990 TO EITHER APPROVE AS WRITTEN OR MAKE SUGGESTED MODIFICATIONS, DRAWING UPON WHATEVER BOARD COMMITTEES OR INDIVIDUAL TRUSTEES IT DEEMS NECESSARY. 3. ONCE REVIEWED AND APPROVED FOR SUBMISSION, THE CHAIR OF THE AUDIT AND COMPENSATION COMMITTEE NOTIFIES THE CHIEF FINANCIAL OFFICER THAT THE FORM IS READY FOR SUBMISSION TO THE IRS. 4. THE CHIEF FINANCIAL OFFICER PROVIDES A COPY OF THE FORM 990 TO EACH BOARD MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING 5. 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. |
| 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 OFFICER MUST COMPLETE AND SUBMIT A DISCLOSURE FORM TO THE DIRECTOR OF LEGAL AFFAIRS. INCLUDED IN THE DISCLOSURE FORM IS ANY EMPLOYMENT, BOARD MEMBERSHIP, COMPENSATORY ARRANGEMENTS, MATERIAL INTERESTS, ETC. WITH OTHER ENTITIES. THE DIRECTOR OF LEGAL AFFAIRS 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 OFFICERS 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 OFFICER BECOMes AWARE OF THE POTENTIAL ALTARUM RELATIONSHIP). In the event of a POTENTIAL CONFLICT OF INTEREST OCCURRING, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS, AND THE DISINTERESTED BOARD MEMBERS (without 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 SOUGHT OUT AND CONSIDERED. IF NO ALTERNATIVE TRANSACTION IS SUITABLE, 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 HEARING THE EXPLANATION AND CONDUCTING ANY NECESSARY FURTHER INVESTIGATION, THE BOARD WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| PART VI, SECTION B., LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE ALTARUM INSTITUTE AUDIT AND COMPENSATION COMMITTEE MEETS EVERY YEAR FOR THE PURPOSE OF REVIEWING, DETERMINING AND APPROVING COMPENSATION FOR THE EXECUTIVE EMPLOYEES OF ALTARUM INSTITUTE. THE COMMITTEE MEETS IN FEBRUARY TO EVALUATE THE REASONABLENESS OF THE AMOUNT AND CONFORMITY WITH ALTARUM INSTITUTE POLICIES AND PRIOR COMMITTEE APPROVALS. REVIEW OF PRIOR YEAR TOTAL COMPENSATION ALSO OCCURS AT THE FEBRUARY MEETING. EXECUTIVE POSITIONS INCLUDED IN REVIEW ARE: 1. PRESIDENT & CEO 2. CHIEF FINANCIAL OFFICER 3. CHIEF HR OFFICER 4. GROUP OPERATIONS DIRECTOR(s) 5. CORPORATE CONTROLLER 6. CORPORATE INFORMATION SECURITY AND TECHNOLOGY OFFICER THE FOLLOWING INFORMATION IS CONSIDERED AS PART OF THE DETERMINATION OF COMPENSATION: 1. INDEPENDENT AND CURRENT SALARY SURVEY INFORMATION COMPILED BY MERCER EXECUTIVE DATABASE. 2. INDEPENDENT AND CURRENT SALARY SURVEY INFORMATION COMPILED BY TOWERS WATSON TOP MANAGEMENT REPORT. 3. INDEPENDENT AND CURRENT SALARY SURVEY INFORMATION COMPILED BY ECONOMIC RESEARCH INSTITUTE. 4. 10-FIRM NON PROFIT PEER GROUP SELECTED BY AUDIT AND COMPENSATION COMMITTEE. 5. REVIEW OF EMPLOYEE PERFORMANCE EVALUATION DATA SUMMARIZED BY THE PRESIDENT AND CEO. AFTER DISCUSSION, ASSUMING THERE ARE NO ISSUES WITH THE REASONALBENESS OF THE COMPENSATION AS DOCUMENTED IN THE RECORD, ALL MEMBERS OF THE AUDIT AND COMPENSATION COMMITTEE VOTE ON THE COMPENSATION PRESENTED. IF THE AUDIT AND COMPENSATION COMMITTEE APPROVES THE COMPENSATION PACKAGES AS PRESENTED AS REASONABLE AND IN CONFORMITY WITH ALTARUM INSTITUTE POLICIES, THE AUDIT AND COMPENSATION COMMITTEE SUBMITS THE COMPENSATION PROVISIONS OUTLINED FOR APPROVAL BY THE BOARD OF TRUSTEES. AFTER REVIEWING THE RECOMMENDATION OF THE AUDIT AND COMPENSATION COMMITTEE, THE BOARD OF TRUSTEES VOTE ON THE RECOMMENDATIONS. |
| PART VI, SECTION C., LINE 19 | PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC ALL AVAILABLE UPON REQUEST FORM 990, PART VII, SECTION A MR. FISHS EMPLOYER, FLETCHER SPAGHT, INC., REQUIRED HIM TO FORGO THE TRUSTEE FEES REPORTED IN PART VII, SECTION A IN ORDER TO SERVE ON ALTARUM INSTITUTES BOARD. FLETCHER SPAGHT, INC. HAS DONE BUSINESS WITH ALTARUM INSTITUTE IN THE PAST, AND ITS CONFLICT OF INTEREST POLICY PROHIBITED MR. FISH FROM RECEIVING ANY TRUSTEE FEES DIRECTLY IF HE WANTED TO SERVE ON THE ALTARUM INSTITUTE BOARD. MR. FISH ENTERED INTO AN AGREEMENT WITH ALTARUM INSTITUTE WHEREBY HE DIRECTED THAT THE TRUSTEE FEES BE PAID DIRECTLY TO FLETCHER SPAGHT, INC. INSTEAD. FOR PURPOSES OF FULL DISCLOSURE, THE FEES ARE REPORTED IN PART VII, SECTION A AS IF PAID TO HIM DIRECTLY. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS GAIN FROM SUBSIDIARIES $352,520 |
| FORM 990, PART XII, LINE 3B | REQUIRED AUDIT A-133 AUDIT COMPLETED |
| FORM 990 PART IX LINE 11G | DESCRIPTION:SUBCONTRACT FEES TOTAL FEES:11874630 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Altarum Supporting Organization | 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 | 383580694 | EIN |
| Primary Activities | Support Org | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11 - Type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Altarum Inst | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Altarum Asset Management Inc | ||||||||||||
| 3520 Green Court Suite 300 | Ann Arbor | MI | 48105 | 383609582 | Holding Co. | MI | Altarum Sup Org | C Corp | $48,788 | $15,708,977 | 1.00000 | Yes (true) |
| Health Systems Research Inc | ||||||||||||
| 3520 Green Court Suite 300 | Ann Arbor | MI | 48105 | 521353811 | Health Services | DC | Altarum Asset M | C Corp | $1,711 | 1.00000 | Yes (true) | |
| KAI Research Inc | ||||||||||||
| 11300 Rockville Pike Suite 500 | Rockville | MD | 20852 | 521285172 | Health Services | MD | Altarum Asset M | C Corp | $4,619,337 | $6,556,418 | 1.00000 | Yes (true) |
| Palladian Partners Inc | ||||||||||||
| 8484 Georgia Avenue Suite 400 | Silver Spring | MD | 20910 | 521974660 | Health Comm. | MD | Altarum Asset M | C Corp | $18,816,005 | $13,366,812 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Altarum Supporting Org | ||
| k | $813,565 | Cost |
| Altarum Supporting Org | ||
| q | $541,686 | Cost |
| Altarum Supporting Org | ||
| s | $1,001,426 | Cost |
| Altarum Supporting Org | ||
| e | $2,000,000 | Cost |
| Altarum Asset Mgmt | ||
| q | $57,474 | Cost |
| KAI Research Inc | ||
| k | $283,570 | Cost |
| KAI Research Inc | ||
| l | $831,904 | Cost |
| KAI Research Inc | ||
| m | $180,009 | Cost |
| KAI Research Inc | ||
| q | $104,069 | Cost |
| Palladian Partners Inc | ||
| l | $2,175,353 | Cost |
| Palladian Partners Inc | ||
| m | $2,920,036 | Cost |
| Palladian Partners Inc | ||
| q | $1,026,038 | Cost |
Comments