ALTARUM INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ALTARUM INSTITUTE (EIN 38-1983442)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-18
- IRS object ID
- 201142919349301104
- Schema version
- 2010v3.4
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-18T13:03:02-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 WOODWARD AVE STE 1000 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 482265495 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381983442 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Altarum Institute | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALTA | NameControl |
| Phone | 7343024600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 Green Court | AddressLine1 |
| City | Ann Arbor | City |
| State | MI | State |
| ZIP Code | 48105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK KIELB | Name |
| Title | Senior VP & CFO | Title |
| Date Signed | 2011-10-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3136287100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | Lincoln T Smith | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 Green Court Suite 300 | AddressLine1 |
| City | Ann Arbor | City |
| State | MI | State |
| ZIP Code | 48105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 66955039 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.altarum.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | Altarum serves the public good by solving complex systems problems to improve human health, integrating research, technology, analysis, and consulting skills. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 360 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 964045 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 740407 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15464932 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 56854131 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 48743378 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10716 | InvestmentIncomePriorYear |
| Investment Income Current Year | -4819 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -105649 | OtherRevenuePriorYear |
| Other Revenue Current Year | -109040 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 57499605 | TotalRevenuePriorYear |
| Total Revenue Current Year | 64094451 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 32779 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6400 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 35747896 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39908313 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 12816793 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 28759055 | OtherExpensePriorYear |
| Other Expenses Current Year | 32210809 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 64539730 | TotalExpensesPriorYear |
| Total Expenses Current Year | 72125522 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7040125 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -8031071 | RevenuesLessExpensesCY |
| Total Assets BOY | 81633061 | TotalAssetsBOY |
| Total Assets EOY | 77818594 | TotalAssetsEOY |
| Total Liabilities BOY | 36431148 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 39105220 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 45201913 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 38713374 | NetAssetsOrFundBalancesEOY |
| Mission Description | Altarum serves the public good by solving complex systems problems to IMPROVE HUMAN HEALTH, INTEGRATING RESEARCH, TECHNOLOGY, ANALYSIS, AND CONSULTING SKILLS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 40403193 | Expense |
| Grants | 6400 | Grants |
| Revenue | 64094451 | Revenue |
| Description | Scientific research for the sustainable well-being of society | Description |
| Total Program Service Expense | 40403193 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 221 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 360 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mark Kielb | NamePerson |
| Telephone Number | 7343024600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 Green Court Suite 300 | AddressLine1 |
| City | Ann Arbor | City |
| State | MI | State |
| ZIP Code | 48105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| David J Brophy | ||||||||
| Trustee | 4.0 | X | 6750 | 0 | 0 | |||
| LJ Evans Jr | ||||||||
| Vice Chairman Trustee | 4.0 | X | 21875 | 0 | 0 | |||
| Larry G Garberding | ||||||||
| Trustee | 4.0 | X | 19500 | 0 | 0 | |||
| Maxine Hayes | ||||||||
| Trustee | 4.0 | X | 19375 | 0 | 0 | |||
| Robert P Kelch | ||||||||
| Chairman Trustee | 4.0 | X | 28625 | 0 | 0 | |||
| Edward D Martin | ||||||||
| Trustee | 4.0 | X | 17125 | 0 | 0 | |||
| Marvin McKinney | ||||||||
| Trustee | 4.0 | X | 17875 | 0 | 0 | |||
| Mary Ousley | ||||||||
| Trustee | 4.0 | X | 19125 | 0 | 0 | |||
| Alonzo Plough | ||||||||
| Trustee | 4.0 | X | 16250 | 0 | 0 | |||
| Charles H Roadman II | ||||||||
| Chairman Trustee - 2/17/2010 | 4.0 | X | 6625 | 0 | 0 | |||
| John H Schwarz | ||||||||
| Trustee | 4.0 | X | 16625 | 0 | 0 | |||
| Douglas E Van Houweling | ||||||||
| Trustee | 4.0 | X | 18750 | 0 | 0 | |||
| Lincoln T Smith | ||||||||
| President and CEO | 40.0 | X | 572555 | 0 | 466456 | X | ||
| Mark A Kielb | ||||||||
| Senior VP and CFO | 40.0 | X | 254321 | 0 | 307719 | X | ||
| Patricia H Ferguson | ||||||||
| Senior VP | 40.0 | X | 259429 | 0 | 277240 | X | ||
| Karen Aldridge-Eason | ||||||||
| Trustee | 4.0 | X | 0 | 0 | 0 | |||
| Jeff G Moore | ||||||||
| Senior VP and Secretary | 40.0 | 260482 | 0 | 242261 | X | |||
| Michael N Potter | ||||||||
| VP | 40.0 | 290387 | 0 | 318286 | X | |||
| James A Lee | ||||||||
| VP | 40.0 | 268638 | 0 | 304120 | X | |||
| Glen Greenlee | ||||||||
| VP | 40.0 | 279023 | 0 | 321036 | X | |||
| Jesse Milan Jr | ||||||||
| VP | 40.0 | 314809 | 0 | 258909 | X | |||
| Douglas R Gilbert | ||||||||
| Corporate Controller | 40.0 | 222178 | 0 | 113810 | X | |||
| Jamie Solak | ||||||||
| Group Deputy Director | 40.0 | 220710 | 0 | 15875 | X | |||
| Lauren C Thompson | ||||||||
| Group Deputy Director | 40.0 | 217638 | 0 | 38572 | X | |||
| Eric P Gelman | ||||||||
| Group Deputy Director | 40.0 | 216608 | 0 | 117677 | X | |||
| Charles S Roehrig | ||||||||
| Director of Health Care Econom | 40.0 | 205013 | 0 | 127350 | X | |||
| Dan C Armijo | ||||||||
| Practice Area Lead | 40.0 | 200499 | 0 | 89366 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3990790 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2998677 | TotalOtherCompensation |
| Number Individuals GT100 K | 90 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Synovate | |||||
| 7600 Leesburg Pike E Bldg Ste 110 | FALLS CHURCH | VA | 22043 | Scientific/Tech Svcs | 2891865 |
| Rand Corporation | |||||
| 1776 Main Street PO Box 2138 | SANTA MONICA | CA | 90407 | Scientific/Tech Svcs | 1832160 |
| Research Triangle Institute | |||||
| PO Box 900002 | RALEIGH | NC | 27675 | Scientific/Tech Svcs | 1084702 |
| IBM Corporation | |||||
| 6710 Rockledge Drive | BETHESDA | MD | 20817 | Scientific/Tech Svcs | 831299 |
| Gartner Inc | |||||
| 12600 Gateway Blvd | FT MYERS | FL | 33913 | Scientific/Tech Svcs | 771429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 33 | NumberOfContractorsGT100K |
| Government Grants | 14136426 | GovernmentGrants |
| All Other Contributions | 1328506 | AllOtherContributions |
| Total Contributions | 15464932 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Contract Revenue | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 48743378 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47779333 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 964045 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 48743378 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12016 | TotalRevenueColumn |
| Exclusion | $12,016 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25020 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25020 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25020 | TotalRevenueColumn |
| Exclusion | $25,020 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2843753 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2860588 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -16835 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -16835 | TotalRevenueColumn |
| Exclusion | -$16,835 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GSA Schedule Fees | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | -134060 | TotalRevenueColumn |
| Exclusion | -$134,060 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -134060 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64094451 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47779333 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 964045 | UnrelatedBusinessRevenue |
| Exclusion | -$113,859 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6400 | Total |
| Program Services | 6400 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6989467 | Total |
| Program Services | 3946228 | ProgramServices |
| Management And General | 1791209 | ManagementAndGeneral |
| Fundraising | 1252030 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19139519 | Total |
| Program Services | 10806105 | ProgramServices |
| Management And General | 4904935 | ManagementAndGeneral |
| Fundraising | 3428479 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1064869 | Total |
| Program Services | 601221 | ProgramServices |
| Management And General | 272897 | ManagementAndGeneral |
| Fundraising | 190751 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10529622 | Total |
| Program Services | 5944987 | ProgramServices |
| Management And General | 2698454 | ManagementAndGeneral |
| Fundraising | 1886181 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2184836 | Total |
| Program Services | 1233550 | ProgramServices |
| Management And General | 559914 | ManagementAndGeneral |
| Fundraising | 391372 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45164 | Total |
| Management And General | 45164 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197427 | Total |
| Management And General | 197427 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17392470 | Total |
| Program Services | 9819727 | ProgramServices |
| Management And General | 4457214 | ManagementAndGeneral |
| Fundraising | 3115529 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3603769 | Total |
| Program Services | 2034676 | ProgramServices |
| Management And General | 923547 | ManagementAndGeneral |
| Fundraising | 645546 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3534676 | Total |
| Program Services | 1995665 | ProgramServices |
| Management And General | 905841 | ManagementAndGeneral |
| Fundraising | 633170 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5004800 | Total |
| Program Services | 2825693 | ProgramServices |
| Management And General | 1282593 | ManagementAndGeneral |
| Fundraising | 896514 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56292 | Total |
| Program Services | 31782 | ProgramServices |
| Management And General | 14426 | ManagementAndGeneral |
| Fundraising | 10084 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319278 | Total |
| Management And General | 319278 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1313194 | Total |
| Program Services | 741424 | ProgramServices |
| Management And General | 336536 | ManagementAndGeneral |
| Fundraising | 235234 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213826 | Total |
| Program Services | 120725 | ProgramServices |
| Management And General | 54798 | ManagementAndGeneral |
| Fundraising | 38303 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Training & Relocation | 200065 | 112956 | 51271 | 35838 |
| GOVERNANCE COSTS | 207388 | 117090 | 53148 | 37150 |
| Taxes | 50281 | 28388 | 12886 | 9007 |
| Bad Debt | 17271 | 17271 | ||
| Federal Taxes | -9875 | -9875 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64783 | Total |
| Program Services | 36576 | ProgramServices |
| Management And General | 16602 | ManagementAndGeneral |
| Fundraising | 11605 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72125522 | Total |
| Program Services | 40403193 | ProgramServices |
| Management And General | 18905536 | ManagementAndGeneral |
| Fundraising | 12816793 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3450 | BOY |
| EOY | 3200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 649926 | BOY |
| EOY | 471752 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12251872 | BOY |
| EOY | 11866579 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 913594 | BOY |
| EOY | 1277768 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10868982 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7445114 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3779171 | BOY |
| EOY | 3423868 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200000 | BOY |
| EOY | 195000 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1362744 | BOY |
| EOY | 1362744 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62472304 | BOY |
| EOY | 59217683 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81633061 | BOY |
| EOY | 77818594 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11759627 | BOY |
| EOY | 14047676 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3219450 | BOY |
| EOY | 1762052 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8135000 | BOY |
| EOY | 8135000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12855000 | BOY |
| EOY | 14655000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462071 | BOY |
| EOY | 505492 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36431148 | BOY |
| EOY | 39105220 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45201913 | BOY |
| EOY | 38713374 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45201913 | BOY |
| EOY | 38713374 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81633061 | BOY |
| EOY | 77818594 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -8031071 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1542532 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 865410 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 96815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1025708 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12845484 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15464931 | CurrentTaxYear |
| Total | 30298348 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35641861 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14619922 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38195538 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39300019 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46234117 | CurrentTaxYear |
| Total | 173991457 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36507271 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14716737 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39221246 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52145503 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61699048 | CurrentTaxYear |
| Total | 204289805 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13571006 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5230747 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23207126 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24763873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31315964 | CurrentTaxYear |
| Total | 98088716 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13571006 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5230747 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23207126 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24763873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31315964 | CurrentTaxYear |
| Total | 98088716 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 106201089 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18009717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 804910 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 830829 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37036 | CurrentTaxYear |
| Total | 19719501 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 13168 | CurrentTaxYearMinus3Years |
| Total | 13168 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18009717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 818078 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 830829 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37036 | CurrentTaxYear |
| Total | 19732669 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54516988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15534815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40052075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52182512 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61736084 | CurrentTaxYear |
| Total | 224022474 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.47406 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.40973 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.08808 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.09921 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 570516 | OtherCostOrOtherBasis |
| Depreciation | 381586 | Depreciation |
| Book Value | 188930 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10298466 | OtherCostOrOtherBasis |
| Depreciation | 7063528 | Depreciation |
| Book Value | 3234938 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 3423868 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS IN ESCROW | 5416 |
| INTERCOMPANY RECEIVABLES | 13737776 |
| DEFERRED COMP PLAN ASSETS | 423156 |
| INVESTMENT IN SUBSIDIARIES | 45051335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 59217683 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTERCOMPANY LIABILITIES | $77,537 |
| ENVIRONMENTAL ACCRUAL | $3,094 |
| DEFERRED COMP LIABILITY | $424,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 505492 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 Footnote | Identifier |
| Return Reference | Part X | ReturnReference |
| Explanation | Altarum Institute adopted the provisions of FIN 48 for the fiscal year ended December 31, 2007, as required. Altarum Institute's share of the consolidated financial statement provision for FIN 48 for the fiscal year ended December 31, 2010 was zero. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| North America | 0 | 0 | Program Services | Scientific Research | 12840 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Scientific Research | 28431 |
| East Asia and the Pacific | 0 | 0 | Fundraising | Scientific Research | 11461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 52732 | SubtotalAmountSpent |
| Total Amount Spent | 52732 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Miscellaneoius Charities Under 5000 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 6400 | AmountOfCashGrant |
| Purpose Of Grant | Unrestricted | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 24 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 4 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lincoln T Smith | |||||||||||||
| 265342 | 0 | 299700 | 0 | 7513 | 0 | 452464 | 0 | 13992 | 0 | 1039011 | 0 | 187703 | 0 |
| Mark A Kielb | |||||||||||||
| 201701 | 0 | 35151 | 0 | 17469 | 0 | 293922 | 0 | 13797 | 0 | 562040 | 0 | 35151 | 0 |
| Patricia H Ferguson | |||||||||||||
| 158265 | 0 | 99473 | 0 | 1691 | 0 | 263517 | 0 | 13723 | 0 | 536669 | 0 | 99473 | 0 |
| Jeff G Moore | |||||||||||||
| 163818 | 0 | 101192 | 0 | -4528 | 0 | 230945 | 0 | 11316 | 0 | 502743 | 0 | 101192 | 0 |
| Michael N Potter | |||||||||||||
| 157647 | 0 | 125135 | 0 | 7605 | 0 | 304598 | 0 | 13688 | 0 | 608673 | 0 | 125135 | 0 |
| James A Lee | |||||||||||||
| 145807 | 0 | 124342 | 0 | -1511 | 0 | 290425 | 0 | 13695 | 0 | 572758 | 0 | 124342 | 0 |
| Glen Greenlee | |||||||||||||
| 166612 | 0 | 101554 | 0 | 10857 | 0 | 309630 | 0 | 11406 | 0 | 600059 | 0 | 101554 | 0 |
| Jesse Milan Jr | |||||||||||||
| 192959 | 0 | 125749 | 0 | -3899 | 0 | 247634 | 0 | 11275 | 0 | 573718 | 0 | 125749 | 0 |
| Douglas R Gilbert | |||||||||||||
| 155269 | 0 | 54962 | 0 | 11947 | 0 | 108956 | 0 | 4854 | 0 | 335988 | 0 | 54962 | 0 |
| Jamie Solak | |||||||||||||
| 54134 | 0 | 43969 | 0 | 122607 | 0 | 11554 | 0 | 4321 | 0 | 236585 | 0 | 43969 | 0 |
| Lauren C Thompson | |||||||||||||
| 170000 | 0 | 51110 | 0 | -3472 | 0 | 27556 | 0 | 11016 | 0 | 256210 | 0 | 47110 | 0 |
| Eric P Gelman | |||||||||||||
| 156271 | 0 | 62814 | 0 | -2477 | 0 | 104292 | 0 | 13385 | 0 | 334285 | 0 | 62814 | 0 |
| Charles S Roehrig | |||||||||||||
| 144799 | 0 | 47110 | 0 | 13104 | 0 | 115395 | 0 | 11955 | 0 | 332363 | 0 | 47110 | 0 |
| Dan C Armijo | |||||||||||||
| 138520 | 0 | 54961 | 0 | 7018 | 0 | 76078 | 0 | 13288 | 0 | 289865 | 0 | 54961 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Severance Payments Paid During the Year | Sch J Pt I Line 4a | During the 2010 tax year, the following individuals received severance payments from Altarum Institute. Severance payments are included in the total of B(iii) Other Compensation: Jamie Solak $111,099 Lauren Thompson $6,538 |
| Supplemental Nonqualified Retirement Plan | Sch J Pt I Line 4b | 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 2009 incentive compensation under the plans in which they qualified: Lincoln T Smith $345,023 Mark A Kielb $248,314 Patricia H Ferguson $172,364 Jeff G Moore $179,024 Michael N Potter $232,252 James A Lee $211,274 Glen Greenlee $233,080 Jesse Milan, Jr. $206,393 Douglas R Gilbert $61,356 Eric P Gelman $76,695 Charles S Roehrig $47,551 Dan C. Armijo $59,055 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Describe the Process used by Management &/or Governing Body to Review 990 | Form 990, Part VI, Question 11A | 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, also a Trustee of Altarum Institute, presents the completed draft Form 990 to the Chair of the audit 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 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 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. |
| Description of Process to Monitor Transactions for Conflicts of Interest | Form 990, Part VI, Question 12c | 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 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 becoming aware of the potential Altarum relationship). In the event 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. 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. |
| Offices & Positions for Which Process was Used, & Year Process was Begun | Form 990, Part VI, Question 15a & 15b | The Altarum Institute 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 Operations Officer 4. Chief HR Officer 5. Chief Development Officer 6. Group Operations Director(s) 7. Business Development Officer The following information is considered as part of the determination of compensation: 1. Independent and current Salary Survey information compiled by Mercer Human Resource Consulting 2. Independent and current Salary Survey information compiled by Watson Wyatt Worldwide. 3. Independent and current Salary Survey information compiled by Economic Research Institute. 4. Review of employee performance evaluation data summarized by the President and CEO. After discussion, assuming there are no issues with the reasonableness of the compensation as documented in the record, all members of the compensation committee vote on the compensation presented. If the compensation packages presented are approved as reasonable and in conformity with Altarum Institute's policies, the compensation committee then submits the compensation packages for approval by the board of trustees. After reviewing and discussing the recommendation of the compensation committee, the board of trustees votes on the recommendations. |
| Explain Changes in Net Assets | Part XI, Line 5 | Profit from Subsidiaries $1,542,532 |
| Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public | Form 990, Part VI, Question 19 | All available upon request |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Altarum Supporting Organization | |||||||||
| 3520 Green Court Suite 300 | Ann Arbor | MI | 48105 | 383580694 | Support Org | MI | 501(c )(3) | 11a | Altarum Inst |
| Green Court Holdings | |||||||||
| 3520 Green Court Suite 300 | Ann Arbor | MI | 48105 | 202569274 | Holding Co | MI | 501(c)(2) | Alt Sup Org | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Altarum Asset Management Inc | |||||||||||
| 3520 Green Court Suite 300 | Ann Arbor | MI | 48105 | 383609582 | Holding Company | MI | Altarum Sup Org | C Corporation | 80000 | 12843960 | 1.00000 |
| Health Systems Research Inc | |||||||||||
| 3520 Green court Suite 300 | Ann Arbor | MI | 48105 | 521353811 | Health Services | DC | Altarum Asset M | C Corporation | -5291 | 5269 | 1.00000 |
| Kai Research Inc | |||||||||||
| 11300 Rockville Pike Suite 500 | Rockville | MD | 20852 | 521485172 | Health Services | MD | Altarum Asset M | C Corporation | 9800067 | 10612505 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Altarum Supporting Organization | |
| D | 3000000 |
| Altarum Supporting Organization | |
| J | 855969 |
| Altarum Supporting Organization | |
| O | 929229 |
| KAI Research Inc | |
| O | 24388 |
| Altarum Supporting Organization | |
| P | 7987204 |
| Green Court Holdings | |
| P | 1146 |
| Altarum Asset Management Inc | |
| P | 72843 |
| Health Systems Research Inc | |
| P | 60821 |
| KAI Research Inc | |
| P | 1427045 |