ALTARUM INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALTARUM INSTITUTE (EIN 38-1983442)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202033159349302803
- Schema version
- 2019v5.1
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T11:15:56-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | DAVID ROBERTSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7343024600 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM P WILLIAMS CPA | PreparerPersonNm |
| PTIN | P00641847 | PTIN |
| Phone | 7347612005 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.80.202.145 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 12:31:22 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1850B0D69C1349F00D8F8300E454BAB5CB41AABC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $52,253,465 | 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 | CREATE AND IMPLEMENT SOLUTIONS TO ADVANCE HEALTH AMONG VULNERABLE AND PUBLICLY INSURED POPULATIONS | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 300 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $94,420 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,906,559 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,677,155 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,289,476 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,910,692 | CYProgramServiceRevenueAmt |
| PY Investment Income | $421,146 | PYInvestmentIncomeAmt |
| CY Investment Income | $268,927 | CYInvestmentIncomeAmt |
| PY Other Revenue | $75,071 | PYOtherRevenueAmt |
| CY Other Revenue | $185,203 | CYOtherRevenueAmt |
| PY Total Revenue | $50,692,252 | PYTotalRevenueAmt |
| CY Total Revenue | $50,041,977 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,762,863 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,165,848 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,801,852 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,088,413 | PYOtherExpensesAmt |
| CY Other Expenses | $19,582,171 | CYOtherExpensesAmt |
| PY Total Expenses | $50,876,276 | PYTotalExpensesAmt |
| CY Total Expenses | $50,758,019 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$184,024 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$716,042 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,414,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,267,064 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,548,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,232,670 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,866,033 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,034,394 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ALTARUM INSTITUTE CREATES AND IMPLEMENTS SOLUTIONS TO ADVANCE HEALTH AMONG VULNERABLE AND PUBLICLY INSURED POPULATIONS. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,966,771 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $29,904,365 | RevenueAmt |
| Desc | ALTARUM INSTITUTE DEVELOPS AND IMPLEMENTS SOLUTIONS TO ADVANCE HEALTH AMONG VULNERABLE POPULATIONS. FOUR OF ALTARUM'S 2019 MAJOR PROGRAMS INCLUDE:- MDHHS DATA HUB: PROVIDE TECHNICAL ASSISTANCE TO THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES (MDHHS) TO IMPROVE THE FLOW OF DATA FROM MICHIGAN'S HEALTHCARE PROVIDERS INTO STATE PUBLIC HEALTH SYSTEMS AND BETWEEN STATE PUBLIC HEALTH SYSTEMS AND THE FEDERAL GOVERNMENT. THESE SYSTEMS INCLUDE THE MICHIGAN DISEASE SURVEILLANCE SYSTEM, OUTBREAK MANAGEMENT SYSTEM, AND SYNDROMIC SURVEILLANCE SYSTEM (AMONG OTHERS). THIS PUBLIC HEALTH INFRASTRUCTURE EXISTS TO TRACK CHANGES IN POPULATION HEALTH AND DETECT AND RESPOND TO OUTBREAKS OF ILLNESS, POTENTIAL PUBLIC HEALTH THREATS AND EMERGENCIES.- COMPREHENSIVE OPIOID, STIMULANT AND SUBSTANCE ABUSE PROGRAM (COSSAP) NATIONAL TTA CENTER FOR PRSS (BUREAU OF JUSTICE ASSISTANCE (BJA): WITH FUNDING FROM THE U.S. DEPARTMENT OF JUSTICE, BUREAU OF JUSTICE ASSISTANCE, ALTARUM IS WORKING WITH A BROAD CROSS-SECTION OF COMMUNITY INSTITUTIONS TO INTEGRATE PEER RECOVERY SUPPORT SERVICES INTO A VARIETY OF CRIMINAL JUSTICE PROGRAMS AND SETTINGS. FOR THIS NATIONAL PROGRAM, WE WORK CLOSELY WITH ORGANIZATIONS AT THE STATE AND LOCAL LEVEL TO INTEGRATE AND DELIVER PEER RECOVERY SUPPORT SERVICES ACROSS AND THROUGHOUT THE CRIMINAL JUSTICE SYSTEM, FROM DEVELOPING PEER TRAINING AND SUPERVISION MATERIALS TO DEVISING STRATEGIES FOR PARTNERSHIPS TO ENSURE COMPREHENSIVE RECOVERY SUPPORTS ARE AVAILABLE IN COMMUNITIES ACROSS OUR NATION.- EHR TECHNICAL ASSISTANCE: ALTARUM DELIVERS ON THE GROUND PHYSICIAN EDUCATION AND TECHNICAL ASSISTANCE TO MEDICAID-ELIGIBLE PROFESSIONALS ACROSS THE STATE OF MICHIGAN. THIS SUPPORT FOCUSES ON ADOPTING AND USING HEALTH INFORMATION TECHNOLOGY TO IMPROVE CHRONIC DISEASE MANAGEMENT AND POPULATION HEALTH IN SUPPORT OF THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) PROMOTING INTEROPERABILITY PROGRAM.- QUALITY PAYMENT PROGRAM SMALL RURAL AND UNDERSERVED SUPPORT CONTRACTOR (QPP-SURS): ALTARUM PROVIDES TECHNICAL ASSISTANCE AND SUPPORT TO MERIT BASED INCENTIVE PAYMENT SYSTEM (MIPS) ELIGIBLE PROVIDERS IN SMALL, RURAL OR UNDERSERVED PRACTICES ACROSS A SEVEN-STATE MIDWESTERN REGION TO SUPPORT PARTICIPATION IN THE CMS QUALITY PAYMENT PROGRAM (QPP). ASSISTANCE INCLUDES PROGRAM EDUCATION, MIPS READINESS ASSESSMENTS, PROGRAM ELIGIBILITY, SUPPORT FOR USING CERTIFIED EHR TECHNOLOGY, ADVICE ON SELECTION OF MIPS MEASURES AND ACTIVITIES TO REPORT, AND HELP SUBMITTING DATA TO CMS. ASSISTANCE IS DELIVERED TO PRACTICES AND INDIVIDUAL PROVIDERS THROUGH AN INTERACTIVE WEB PORTAL, LIVE CHAT, PHONE SUPPORT, WEBINARS, AND EMAIL CORRESPONDENCE. | Desc |
| Total Program Service Expenses | $29,966,771 | 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 | Yes (1) | 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 | 97 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 300 | 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 | Yes (1) | 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 | 0 | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|---|
| KAREN ALDRIDGE-EASON | |||||||||
| TRUSTEE | 4.00 | 1.00 | Yes (X) | $31,500 | $0 | $0 | |||
| RONALD J GARDHOUSE | |||||||||
| VICE CHAIRMAN TRUSTEE | 4.00 | 1.00 | Yes (X) | $44,500 | $0 | $0 | |||
| GERALD CROAN | |||||||||
| TRUSTEE | 4.00 | 1.00 | Yes (X) | $44,000 | $0 | $0 | |||
| GUY FISH | |||||||||
| TRUSTEE | 4.00 | 1.00 | Yes (X) | $34,000 | $0 | $0 | |||
| ROSEMARY GIBSON | |||||||||
| CHAIRMAN TRUSTEE | 4.00 | 1.00 | Yes (X) | $57,500 | $0 | $0 | |||
| JENNIE CHIN HANSEN | |||||||||
| TRUSTEE | 4.00 | 1.00 | Yes (X) | $36,000 | $0 | $0 | |||
| JOSEPH FIFER | |||||||||
| TRUSTEE | 4.00 | 1.00 | Yes (X) | $38,500 | $0 | $0 | |||
| LINDA ELAM | |||||||||
| TRUSTEE | 4.00 | 1.00 | Yes (X) | $12,000 | $0 | $0 | |||
| LINCOLN SMITH | |||||||||
| PRESIDENT AND CEO | 40.00 | 0.00 | Yes (X) | $1,342,036 | $0 | $415,735 | Yes (X) | ||
| SHEENA GILL END 123119 | |||||||||
| SVP, CAO, GC | 40.00 | 0.00 | $517,245 | $0 | $25,703 | Yes (X) | |||
| DANIEL ARMIJO | |||||||||
| SVP & COO | 40.00 | 0.00 | $677,055 | $0 | $302,185 | Yes (X) | |||
| TRACY LAWYER | |||||||||
| ASST. SECRETARY | 40.00 | 0.00 | $258,509 | $0 | $126,309 | Yes (X) | |||
| DAVID ROBERTSON | |||||||||
| SVP & CFO | 40.00 | 0.00 | $343,545 | $0 | $205,406 | Yes (X) | |||
| ALICIA TORRES END 8618 | |||||||||
| FORMER OFFICER | 40.00 | 0.00 | $256,000 | $0 | $0 | Yes (X) | |||
| KATHERINE DIMEO END 51419 | |||||||||
| FORMER VP | 40.00 | 0.00 | $296,440 | $0 | -$6,448 | Yes (X) | |||
| STEVEN TOWELL END 11518 | |||||||||
| CORPORATE DIRECTOR/ FORMER OFFICER | 40.00 | 0.00 | $319,863 | $0 | $129,141 | Yes (X) | |||
| DORCAS LYNN | |||||||||
| CENTER DIRECTOR | 40.00 | 0.00 | $220,865 | $0 | $17,321 | Yes (X) | |||
| RICHARD KELLER | |||||||||
| CENTER DIRECTOR | 40.00 | 0.00 | $217,877 | $0 | $81,540 | Yes (X) | |||
| MATTHEW BEATTY | |||||||||
| DIRECTOR OF ANALYTICS | 40.00 | 0.00 | $76,313 | $117,440 | $36,590 | Yes (X) | |||
| SANDRA ZIEBOLD | |||||||||
| CORPORATE DIRECTOR | 40.00 | 0.00 | $181,034 | $0 | $94,376 | Yes (X) | |||
| TARA FOWLER | |||||||||
| CENTER DIRECTOR | 40.00 | 0.00 | $195,432 | $0 | $64,370 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,200,214 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $117,440 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,492,228 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 97 | 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 |
|---|---|---|---|---|---|
| FEDERAL ADVISORY PARTNERS | |||||
| 3100 CLARENDON BLVD SUITE 1400 | ARLINGTON | VA | 22201 | SCIENTIFIC/TECHNICAL SERVICES | $5,030,972 |
| IPSOS PUBLIC AFFAIRS | |||||
| 2020 K STREET NW SUITE 410 | WASHINGTON | DC | 20006 | SCIENTIFIC/TECHNICAL SERVICES | $1,768,665 |
| MICHIGAN MEDICAL ADVANTAGE | |||||
| 101 N MAIN STREET SUITE 430 | ANN ARBOR | MI | 48104 | SCIENTIFIC/TECHNICAL SERVICES | $815,360 |
| MICHIGAN PUBLIC HEALTH INSTITUTE | |||||
| 2436 WOODLAKE CIRCLE SUITE 340 | OKEMOS | MI | 48864 | SCIENTIFIC/TECHNICAL SERVICES | $435,824 |
| AMAZON WEB SERVICES | |||||
| PO BOX 84023 | SEATTLE | WA | 98124 | CLOUD HOSTING SERVICES | $325,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $16,876,525 | GovernmentGrantsAmt |
| All Other Contributions | $2,800,630 | AllOtherContributionsAmt |
| Total Contributions | $19,677,155 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACT REVENUE | 541900 | $27,552,387 | $27,546,060 | $6,327 |
| LICENSE REVENUE | 541900 | $2,358,305 | $2,358,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,910,692 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $292,838 | TotalRevenueColumnAmt |
| Exclusion | $292,838 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,106,515 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $921,325 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $185,190 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,190 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $88,093 | UnrelatedBusinessRevenueAmt |
| Exclusion | $97,097 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,266,252 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,290,163 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$23,911 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,911 | TotalRevenueColumnAmt |
| Exclusion | -$23,911 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $13 | TotalRevenueColumnAmt |
| Exclusion | $13 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,041,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,904,365 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $94,420 | UnrelatedBusinessRevenueAmt |
| Exclusion | $366,037 | 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 | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,511,727 | TotalAmt |
| Program Services | $2,698,294 | ProgramServicesAmt |
| Management And General | $1,651,916 | ManagementAndGeneralAmt |
| Fundraising | $161,517 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,179,567 | TotalAmt |
| Program Services | $12,666,703 | ProgramServicesAmt |
| Management And General | $7,754,649 | ManagementAndGeneralAmt |
| Fundraising | $758,215 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,785 | TotalAmt |
| Program Services | $626,641 | ProgramServicesAmt |
| Management And General | $383,634 | ManagementAndGeneralAmt |
| Fundraising | $37,510 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,446,225 | TotalAmt |
| Program Services | $1,462,995 | ProgramServicesAmt |
| Management And General | $895,657 | ManagementAndGeneralAmt |
| Fundraising | $87,573 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,980,544 | TotalAmt |
| Program Services | $1,184,489 | ProgramServicesAmt |
| Management And General | $725,153 | ManagementAndGeneralAmt |
| Fundraising | $70,902 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,381 | TotalAmt |
| Management And General | $99,381 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,600 | TotalAmt |
| Management And General | $124,600 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820 | TotalAmt |
| Management And General | $820 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,968,436 | TotalAmt |
| Program Services | $7,157,872 | ProgramServicesAmt |
| Management And General | $4,382,102 | ManagementAndGeneralAmt |
| Fundraising | $428,462 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,838,268 | TotalAmt |
| Program Services | $1,697,461 | ProgramServicesAmt |
| Management And General | $1,039,199 | ManagementAndGeneralAmt |
| Fundraising | $101,608 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,971,240 | TotalAmt |
| Program Services | $1,178,925 | ProgramServicesAmt |
| Management And General | $721,746 | ManagementAndGeneralAmt |
| Fundraising | $70,569 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,465 | TotalAmt |
| Program Services | $348,350 | ProgramServicesAmt |
| Management And General | $213,263 | ManagementAndGeneralAmt |
| Fundraising | $20,852 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,798 | TotalAmt |
| Program Services | $32,174 | ProgramServicesAmt |
| Management And General | $19,698 | ManagementAndGeneralAmt |
| Fundraising | $1,926 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,847 | TotalAmt |
| Management And General | $199,847 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $993,803 | TotalAmt |
| Program Services | $512,856 | ProgramServicesAmt |
| Management And General | $450,248 | ManagementAndGeneralAmt |
| Fundraising | $30,699 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,644 | TotalAmt |
| Program Services | $68,564 | ProgramServicesAmt |
| Management And General | $41,976 | ManagementAndGeneralAmt |
| Fundraising | $4,104 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $436,105 | $202,574 | $212,731 | $20,800 |
| TRAINING & EDUCATION | $189,618 | $113,403 | $69,427 | $6,788 |
| TAXES | $9,146 | $5,470 | $3,349 | $327 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,758,019 | TotalAmt |
| Program Services | $29,966,771 | ProgramServicesAmt |
| Management And General | $18,989,396 | ManagementAndGeneralAmt |
| Fundraising | $1,801,852 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301 | BOYAmt |
| EOY | $300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,018,379 | BOYAmt |
| EOY | $7,689,608 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,821,607 | BOYAmt |
| EOY | $9,054,075 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,344,089 | BOYAmt |
| EOY | $1,383,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,610,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,360,680 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,735,710 | BOYAmt |
| EOY | $12,249,836 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,067,698 | BOYAmt |
| EOY | $4,016,768 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,568,394 | BOYAmt |
| EOY | $26,788,494 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,362,744 | BOYAmt |
| EOY | $1,226,469 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,495,288 | BOYAmt |
| EOY | $1,858,320 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,414,210 | BOYAmt |
| EOY | $64,267,064 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,746,473 | BOYAmt |
| EOY | $10,332,958 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,122,380 | BOYAmt |
| EOY | $2,843,932 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,704,208 | BOYAmt |
| EOY | $4,887,782 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,975,116 | BOYAmt |
| EOY | $2,167,998 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,548,177 | BOYAmt |
| EOY | $20,232,670 | 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 | $43,866,033 | BOYAmt |
| EOY | $44,034,394 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| 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 | $43,866,033 | BOYAmt |
| EOY | $44,034,394 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,414,210 | BOYAmt |
| EOY | $64,267,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$716,042 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $164,302 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $720,101 | 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 | $19,433,544 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,298,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,457,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,906,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,677,156 | CurrentTaxYearAmt |
| Total | $101,772,913 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,587,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,170,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,360,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,276,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,904,365 | CurrentTaxYearAmt |
| Total | $168,299,461 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,021,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,468,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,817,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,183,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,581,521 | CurrentTaxYearAmt |
| Total | $270,072,374 | 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 | $20,357,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,435,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,584,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,635,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,004,936 | CurrentTaxYearAmt |
| Total | $92,017,750 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,357,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,435,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,584,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,635,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,004,936 | CurrentTaxYearAmt |
| Total | $92,017,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $178,054,624 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $394,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $292,838 | CurrentTaxYearAmt |
| Total | $757,092 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,420 | CurrentTaxYearAmt |
| Total | $282,435 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $446,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $387,258 | CurrentTaxYearAmt |
| Total | $1,039,527 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $18,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13 | CurrentTaxYearAmt |
| Total | $18,790 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,077,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,532,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,921,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,629,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,968,792 | CurrentTaxYearAmt |
| Total | $271,130,691 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.65670 | PublicSupportCY509Pct |
| Public Support PY509 | 0.62310 | PublicSupportPY509Pct |
| Investment Income CY | 0.00380 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00240 | 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 - 2017 AMOUNT: $ 18,758. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $820 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $820 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | 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 STAFF 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. | 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 | $16,777,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,488,005 | DepreciationAmt |
| Book Value | $8,289,223 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,290,667 | OtherCostOrOtherBasisAmt |
| Depreciation | $731,542 | DepreciationAmt |
| Book Value | $559,125 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,945,961 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,141,133 | DepreciationAmt |
| Book Value | $1,804,828 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,249,836 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN FCAM SUBSIDIARIES | Desc |
| Book Value | $26,788,494 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $26,788,494 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLE | $12,452 |
| DEFERRED COMPENSATION LIABILITY | $2,155,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,167,998 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ASC 740-10 (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 2016 THROUGH 2019, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF DECEMBER 31, 2019. 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, 2019 OR 2018 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, 2019 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 | $65,427 | 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 | $65,427 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $65,427 | 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN THEATER FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 EAST LIBERTY ST | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 382269013 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Purpose Of Grant | CORPORATE SPONSORSHIP | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ALTARUM INSTITUTE IS COMMITTED TO A PROGRAM OF PHILANTHROPY THAT SUPPORTS OUR LOCAL COMMUNITIES. THROUGH OUR CHARITABLE CONTRIBUTIONS PROGRAM, WE SUPPORT AND ENCOURAGE EMPLOYEE INVOLVEMENT IN THE LOCAL COMMUNITY IN ADDITION TO INSTITUTE SUPPORT THAT ALIGNS WITH OUR MISSION. AS EMPLOYEE PARTICIPATION IS PARAMOUNT TO THE SUCCESS OF THIS PROGRAM, A LOCAL CHARITABLE CONTRIBUTION COMMITTEE HAS BEEN ESTABLISHED AT EACH MAJOR OFFICE. WITH THE ASSISTANCE OF HUMAN RESOURCES, COMMITTEE MEMBERS DEVELOP TIMELINES, HOST QUARTERLY MEETINGS, REVIEW PROPOSALS, AND DISBURSE AWARDS BASED ON SPECIFIC CRITERIA. THE VISION IS TO EMPOWER AND ENCOURAGE EMPLOYEE PARTICIPANTS TO DEVELOP A GREATER SENSE OF MORALE THAT EXPANDS INTO COMMUNITY LEADERSHIP. | ExplanationTxt |
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 (13 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 | ||||||||||||||
| PRESIDENT AND CEO | $409,122 | $0 | $670,281 | $0 | $262,633 | $0 | $391,408 | $0 | $24,326 | $0 | $1,757,770 | $0 | $935,564 | $0 |
| SHEENA GILL END 123119 | ||||||||||||||
| SVP, CAO, GC | $250,000 | $0 | $234,000 | $0 | $33,245 | $0 | $6,308 | $0 | $19,396 | $0 | $542,949 | $0 | $264,769 | $0 |
| DANIEL ARMIJO | ||||||||||||||
| SVP & COO | $256,667 | $0 | $358,708 | $0 | $61,680 | $0 | $278,859 | $0 | $23,326 | $0 | $979,240 | $0 | $345,773 | $0 |
| TRACY LAWYER | ||||||||||||||
| ASST. SECRETARY | $179,228 | $0 | $70,500 | $0 | $8,781 | $0 | $117,204 | $0 | $9,105 | $0 | $384,818 | $0 | $77,609 | $0 |
| DAVID ROBERTSON | ||||||||||||||
| SVP & CFO | $200,000 | $0 | $130,500 | $0 | $13,045 | $0 | $178,030 | $0 | $27,376 | $0 | $548,951 | $0 | $107,710 | $0 |
| ALICIA TORRES END 8618 | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $256,000 | $0 | $0 | $0 | $0 | $0 | $256,000 | $0 | $0 | $0 |
| KATHERINE DIMEO END 51419 | ||||||||||||||
| FORMER VP | $85,417 | $0 | $119,400 | $0 | $91,623 | $0 | -$7,992 | $0 | $1,543 | $0 | $289,991 | $0 | $119,400 | $0 |
| STEVEN TOWELL END 11518 | ||||||||||||||
| CORPORATE DIRECTOR/ FORMER OFFICER | $162,133 | $0 | $160,478 | $0 | -$2,748 | $0 | $103,981 | $0 | $25,160 | $0 | $449,004 | $0 | $160,478 | $0 |
| DORCAS LYNN | ||||||||||||||
| CENTER DIRECTOR | $198,503 | $0 | $5,000 | $0 | $17,362 | $0 | $5,248 | $0 | $12,074 | $0 | $238,187 | $0 | $21,706 | $0 |
| RICHARD KELLER | ||||||||||||||
| CENTER DIRECTOR | $168,333 | $0 | $42,286 | $0 | $7,258 | $0 | $54,513 | $0 | $27,027 | $0 | $299,417 | $0 | $55,299 | $0 |
| MATTHEW BEATTY | ||||||||||||||
| DIRECTOR OF ANALYTICS | $58,227 | $117,440 | $10,000 | $0 | $8,086 | $0 | $11,143 | $0 | $25,447 | $0 | $112,903 | $117,440 | $13,378 | $0 |
| SANDRA ZIEBOLD | ||||||||||||||
| CORPORATE DIRECTOR | $132,500 | $0 | $52,500 | $0 | -$3,966 | $0 | $70,574 | $0 | $23,802 | $0 | $275,410 | $0 | $52,500 | $0 |
| TARA FOWLER | ||||||||||||||
| CENTER DIRECTOR | $156,667 | $0 | $38,481 | $0 | $284 | $0 | $63,588 | $0 | $783 | $0 | $259,803 | $0 | $38,481 | $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 2019 AS A RESULT OF TERMINATION OF EMPLOYMENT: ALICIA TORRES $256,000 |
| 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. THE FOLLOWING INDIVIDUALS DEFERRED THE LISTED AMOUNTS OF 2019 INCENTIVE COMPENSATION UNDER THE PLANS IN WHICH THEY QUALIFIED: LINCOLN SMITH $737,127.00 DANIEL ARMIJO $379,316.00 DAVID ROBERTSON $202,500.00 SHEENA GILL $0.00 KATHY DIMEO $0.00 TRACY LAWYER $83,318.00 STEVE TOWELL $72,105.00 MATTHEW BEATTY $0.00 TARA FOWLER $45,417.00 SANDRA ZIEBOLD $49,093.00 DORCAS LYNN $0.00 RICK KELLER $50,709.00 ALICIA TORRES $0.00 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | PLEASE SEE THE DETAILED DESCRIPTION FOR FORM 990, PART III, LINE 4. |
| 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 FINANCIAL REPORTING & ANALYSIS MANAGER. AS PART OF THE INFORMATION GATHERING PROCESS, THE CHIEF FINANCIAL OFFICER AND FINANCIAL REPORTING & ANALYSIS MANAGER WORK 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 WORKING GROUP OF THE ALTARUM INSTITUTE BOARD OF TRUSTEES. THIS WORKING GROUP 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, DRAWING UPON OTHER INDIVIDUAL TRUSTEES IT DEEMS NECESSARY. 3. ONCE REVIEWED AND READY FOR BOARD REVIEW, THE WORKING GROUP PRESENTS THE FORM 990 TO EACH INDIVIDUAL TRUSTEE FOR REVIEW. 4. 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. 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. |
| 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 ASSISTANT SECRETARY (AND GENERAL COUNSEL). INCLUDED IN THE DISCLOSURE FORM IS ANY EMPLOYMENT, BOARD MEMBERSHIP, COMPENSATORY ARRANGEMENTS, MATERIAL INTERESTS, ETC. WITH OTHER ENTITIES. THE ASSISTANT 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 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, WITHOUT THE PARTICIPATION OR VOTE BY THE PARTY INVOLVED IN THE CONFLICT OF INTEREST. 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 BOARD OF TRUSTEES MET IN THE FIRST QUARTER FOR THE PURPOSE OF REVIEWING, DETERMINING AND 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 BOARD EVALUATED THE REASONABLENESS OF THE AMOUNT AND CONFORMITY WITH ALTARUM INSTITUTE POLICIES AND PRIOR APPROVALS. REVIEW OF PRIOR YEAR TOTAL COMPENSATION ALSO OCCURRED AT THE FIRST QUARTER MEETING. THE FOLLOWING INFORMATION IS CONSIDERED AS PART OF THE DETERMINATION OF COMPENSATION: 1. CURRENT SALARY SURVEY INFORMATION COMPILED BY INDEPENDENT FIRMS: MERCER, TOWERS WATSON, PRM AND GUIDESTAR. 2. INDEPENDENT MARKET COMPENSATION DATA REPORT PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT (FY18, PEARL MEYER). 3. 13-FIRM NON-PROFIT PEER GROUP SELECTED BY THE AUDIT AND COMPENSATION COMMITTEE. 4. REVIEW OF EMPLOYEE PERFORMANCE EVALUATION DATA SUMMARIZED BY THE PRESIDENT AND CEO, FOR ALL NON-PRESIDENT AND CEO EXECUTIVES. FOR THE NON-PRESIDENT AND CEO EXECUTIVES, AFTER DISCUSSION, ALL MEMBERS OF THE BOARD VOTE ON THE COMPENSATION RECOMMENDED AND PRESENTED. IF THE BOARD DETERMINES THE COMPENSATION PACKAGES PRESENTED ARE REASONABLE AND IN CONFORMITY WITH ALTARUM INSTITUTE POLICIES, THEN THE BOARD ENDORSES THE RECOMMENDATIONS. FOR THE PRESIDENT AND CEO, THE SAME INFORMATION IS CONSIDERED BY THE BOARD OF TRUSTEES FOR DETERMINATION OF COMPENSATION, AND IS DONE IN CONSULTATION WITH THE INDEPENDENT COMPENSATION CONSULTANT. 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 6,523,649. MANAGEMENT AND GENERAL EXPENSES 3,993,826. FUNDRAISING EXPENSES 390,499. TOTAL EXPENSES 10,907,974. CONSULTING: PROGRAM SERVICE EXPENSES 312,659. MANAGEMENT AND GENERAL EXPENSES 191,412. FUNDRAISING EXPENSES 18,715. TOTAL EXPENSES 522,786. WORK ORDER LABOR: PROGRAM SERVICE EXPENSES 317,371. MANAGEMENT AND GENERAL EXPENSES 194,297. FUNDRAISING EXPENSES 18,997. TOTAL EXPENSES 530,665. HONORARIA/ INCENTIVES: PROGRAM SERVICE EXPENSES 4,193. MANAGEMENT AND GENERAL EXPENSES 2,567. FUNDRAISING EXPENSES 251. TOTAL EXPENSES 7,011. |
| FORM 990, PART XI, LINE 9: | INCOME FROM SUBSIDIARIES 720,101. |
| FORM 990, PART XII, LINE 3B | REQUIRED AUDIT SINGLE AUDIT COMPLETED IN ACCORDANCE WITH UNIFORM GUIDANCE |
| FORM 990, PART VII, SECTION A | MR. FISH'S EMPLOYER, FLETCHER SPAGHT, INC., REQUIRED HIM TO FORGO THE TRUSTEE FEES REPORTED IN PART VII, SECTION A IN ORDER TO SERVE ON ALTARUM INSTITUTE'S 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. MR. FISH CEASED EMPLOYMENT WITH FLETCHER SPAGHT IN FEBRUARY 2019, EFFECTIVELY ENDING THIS AGREEMENT; SUBSEQUENT TO HIS DEPARTURE, ANY TRUSTEE FEES EARNED WERE PAID DIRECTLY TO MR. FISH. FOR PURPOSES OF FULL DISCLOSURE, THE FEES ARE REPORTED IN PART VII, SECTION A AS IF PAID TO HIM DIRECTLY. |
Schedule R IRS990ScheduleR
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 | 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 | $1,156,727 | $19,508,421 | 1.00000 | Yes (1) | |
| KAI RESEARCH INC | |||||||||||||
| 11300 ROCKVILLE PIKE SUITE 500 | ROCKVILLE | MD | 20852 | 521485172 | HEALTH SERVICES | MD | C | -$436,628 | Yes (1) | FCAM | |||
| PALLADIAN PARTNERS INC | |||||||||||||
| 8484 GEORGIA AVENUE SUITE 400 | SILVER SPRING | MD | 20910 | 521974660 | HEALTH COMMUNICATION SERVICES | MD | C | $425,562 | $17,750,403 | 1.00000 | Yes (1) | FCAM | |
| PAYFORMANCE SOLUTIONS INC | |||||||||||||
| 330 NORTH WABASH AVENUE | CHICAGO | IL | 60611 | 821173573 | SOFTWARE TECHNOLOGY | IL | C | -$2,140,569 | $377,406 | 1.00000 | Yes (1) | FCAM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | 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 (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FEDERAL CONSULTING ASSET MANAGEMENT | ||
| Q | $1,505,093 | COST |
| FEDERAL CONSULTING ASSET MANAGEMENT | ||
| L | $207,513 | COST |
| FEDERAL CONSULTING ASSET MANAGEMENT | ||
| A | $13,079 | COST |
| FEDERAL CONSULTING ASSET MANAGEMENT | ||
| F | $1,500,000 | COST |
| KAI RESEARCH INC | ||
| L | $201,201 | COST |
| KAI RESEARCH INC | ||
| M | $46 | COST |
| KAI RESEARCH INC | ||
| P | $7,914 | COST |
| KAI RESEARCH INC | ||
| Q | $657,278 | COST |
| PALLADIAN PARTNERS INC | ||
| L | $209,907 | COST |
| PALLADIAN PARTNERS INC | ||
| M | $107,135 | COST |
| PALLADIAN PARTNERS INC | ||
| P | $74,641 | COST |
| PALLADIAN PARTNERS INC | ||
| Q | $2,917,688 | COST |
| PAYFORMANCE SOLUTIONS INC | ||
| M | $427,237 | COST |
| PAYFORMANCE SOLUTIONS INC | ||
| Q | $766,475 | COST |
| PAYFORMANCE SOLUTIONS INC | ||
| A | $25,751 | COST |