Totals
- Total revenue
- $32,837,053
- Total expenses
- $37,202,575
- Contributions and grants received
- $30,084,212
- Grants paid
- $0
- Program service revenue
- $4,257,980
- Investment income
- -$1,217,350
- Other revenue
- -$287,789
- Total assets, end of year
- $59,064,497
- Total liabilities, end of year
- $13,189,187
- Net assets or fund balances, end of year
- $45,875,310
- Program services expenses (Part IX)
- $19,317,205
- Management and general expenses
- $16,609,986
- Fundraising expenses
- $1,275,384
- Program service expenses (Part III)
- $19,317,205
Program services were 51.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$27,963,103
-
1f · All other contributions, gifts and grants
$2,121,109
-
2a · Program service revenue: CONTRACT REVENUE
total $4,254,980 · related or exempt $4,254,918 · unrelated business $62
-
2b · Program service revenue: LICENSE REVENUE
total $3,000 · related or exempt $3,000
-
3 · Investment income
total $816,591 · excluded $816,591
-
6a · Gross rents
real property $448,484
-
6b · Less rental expenses
real property $736,273
-
6c · Rental income or loss
real property -$287,789
-
6d · Net rental income or loss
total -$287,789 · unrelated business -$156,370 · excluded -$131,419
-
7a · Gross sales of assets other than inventory
securities $89,394 · other assets $6,654,700
-
7b · Less cost or other basis and sales expenses
securities $85,870 · other assets $8,692,165
-
7c · Gain or loss
securities $3,524 · other assets -$2,037,465
-
7d · Net gain or loss
total -$2,033,941 · unrelated business -$1,542,005 · excluded -$491,936
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $3,145,071 · program services $1,682,847 · management and general $1,351,442 · fundraising $110,782
-
7 · Other salaries and wages
total $16,739,175 · program services $8,956,705 · management and general $7,192,851 · fundraising $589,619
-
8 · Pension plan contributions
total $544,323 · program services $291,254 · management and general $233,896 · fundraising $19,173
-
9 · Other employee benefits
total $781,031 · program services $417,910 · management and general $335,610 · fundraising $27,511
-
10 · Payroll taxes
total $1,579,729 · program services $845,273 · management and general $678,812 · fundraising $55,644
-
11b · Fees: legal
total $276,076 · management and general $276,076
-
11c · Fees: accounting
total $175,990 · management and general $175,990
-
11d · Fees: lobbying
total $275,900 · management and general $275,900
-
11g · Fees: other
total $8,709,385 · program services $4,660,170 · management and general $3,742,437 · fundraising $306,778
-
13 · Office expenses
total $2,312,894 · program services $1,237,571 · management and general $993,854 · fundraising $81,469
-
16 · Occupancy
total $692,977 · program services $370,794 · management and general $297,774 · fundraising $24,409
-
17 · Travel
total $661,869 · program services $354,149 · management and general $284,406 · fundraising $23,314
-
19 · Conferences, conventions and meetings
total $64,588 · program services $34,559 · management and general $27,754 · fundraising $2,275
-
20 · Interest
total $184,583 · management and general $184,583
-
22 · Depreciation, depletion and amortization
total $626,442 · program services $262,276 · management and general $346,900 · fundraising $17,266
-
23 · Insurance
total $118,737 · program services $63,534 · management and general $51,021 · fundraising $4,182
-
24a · Other expenses: OTHER
total $390,560 · program services $181,234 · management and general $193,661 · fundraising $15,665
-
24b · Other expenses: TAXES
total $56,797 · program services $30,390 · management and general $24,406 · fundraising $2,001
-
24c · Other expenses: TRAINING & RELOCATION
total $430 · program services $230 · management and general $185 · fundraising $15
-
24d · Other expenses: GOVERNANCE COSTS
total -$133,982 · program services -$71,691 · management and general -$57,572 · fundraising -$4,719
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $6,498,232 · end of year $1,614,297
-
4 · Accounts receivable
beginning of year $5,677,734 · end of year $7,447,690
-
9 · Prepaid expenses and deferred charges
beginning of year $5,930,370 · end of year $2,401,418
-
10a · Land, buildings and equipment: cost or other basis
$7,237,928
-
10b · Land, buildings and equipment: accumulated depreciation
$3,143,156
-
10c · Land, buildings and equipment, net
beginning of year $12,714,289 · end of year $4,094,772
-
11 · Investments: publicly traded securities
beginning of year $7,880,327 · end of year $15,930,654
-
12 · Investments: other securities
beginning of year $25,829,631 · end of year $24,824,246
-
14 · Intangible assets
beginning of year $817,646 · end of year $709,822
-
15 · Other assets
beginning of year $1,799,052 · end of year $2,041,598
-
17 · Accounts payable and accrued expenses
beginning of year $9,546,139 · end of year $7,188,836
-
19 · Deferred revenue
beginning of year $1,615,768 · end of year $1,913,865
-
23 · Secured mortgages and notes payable
beginning of year $6,189,051 · end of year $2,934,494
-
25 · Other liabilities
beginning of year $1,048,215 · end of year $1,151,992
-
27 · Net assets without donor restrictions
beginning of year $48,748,108 · end of year $45,875,310
Mission and programs · 2023
Mission
ALTARUM IS FOCUSED ON IMPROVING THE HEALTH OF INDIVIDUALS WITH FEWER FINANCIAL RESOURCES AND POPULATIONS DISENFRANCHISED BY THE HEALTH CARE SYSTEM. WE DRIVE IMPACTFUL CHANGES IN FOUR DOMAINS: 1) TRANSFORM HEALTH SERVICE DELIVERY - WE WORK DIRECTLY WITH HEALTH CARE SERVICE PROVIDERS AND FEDERAL, STATE, AND LOCAL GOVERNMENTS TO TRANSFORM HEALTH CARE SERVICE DELIVERY AND PERFORMANCE. 2) ADVANCE PUBLIC HEALTH - WE ADVANCE PUBLIC HEALTH PROGRAMS THROUGH APPLIED RESEARCH AND EVALUATION, PROGRAM IMPLEMENTATION, DATA ANALYTICS, AND MARKETING AND COMMUNICATIONS. 3) INTEGEGRATE PUBLIC HEALTH AND HEALTH SERVICE DELIVERY - WE INTEGRATE BETWEEN THE PUBLIC HEALTH SECTOR AND THE HEALTH CARE SERVICE DELIVERY SECTOR TO CONNECT THE DOTS. 4) SCALE HEALTH INFRASTRUCTURE - WE MODERNIZE HEALTH INFRASTRUCTURE AND ENABLE THE HEALTH ECOSYSTEM TO OPERATE AT SCALE AND BE INTEROPERABLE ACROSS SILOS AND STAKEHOLDERS.
Activities or mission (Part I)
ALTARUM IS FOCUSED ON IMPROVING THE HEALTH OF INDIVIDUALS WITH FEWER FINANCIAL RESOURCES AND POPULATIONS DISENFRANCHISED BY THE HEALTH CARE SYSTEM. WE TRANSFORM HEALTH CARE POLICIES INTO REAL-WORLD PRACTICE, PARTNERING WITH FEDERAL, STATE, AND LOCAL HEALTH AGENCIES AND ASSOCIATIONS TO HELP THEM ACHIEVE THEIR STRATEGIC PRIORITIES.
-
ALTARUM'S AREAS OF FOCUS INCLUDE BEHAVIORAL HEALTH, LONG-TERM SERVICES AND SUPPORTS, MATERNAL AND CHILD HEALTH, MEDICARE AND MEDICAID, MILITARY AND VETERANS' HEALTH, APPLIED RESEARCH AND EVALUATION AND PUBLIC HEALTH INFORMATION TECHNOLOGY AND DATA MODERNIZATIONPUBLIC HEALTH EXPERTS: ALTARUM'S ADVISORY SERVICES PROVIDE DIRECTION FOR HEALTH POLICY IMPLEMENTATION AND PROGRESS. OUR TEAM OF PUBLIC HEALTH EXPERTS ADVISE ON NAVIGATING STATE OR FEDERAL REGULATORY REQUIREMENTS, IMPROVING PROGRAM PERFORMANCE, AND DELIVERING HIGHER QUALITY CARE. THIS INCLUDES POLICY ANALYSIS, PROJECT MANAGEMENT, CAPACITY BUILDING, WORKFORCE DEVELOPMENT, QUALITY IMPROVEMENT, PRACTICE TRANSFORMATION, EVALUATION STUDIES, COALITION ENGAGEMENT, AND LEARNING COLLABORATIVES. FOR EXAMPLE, ALTARUM PROVIDED PUBLIC HEALTH EMERGENCY UNWINDING SERVICES TO KENTUCKY'S DEPARTMENT FOR MEDICAID SERVICES. THE PROJECT INCLUDES A BROAD RANGE OF SERVICES INCLUDING PROJECT MANAGEMENT, STAKEHOLDER ENGAGEMENT, POLICY AND WAIVER ANALYSIS, AND DATA ANALYSIS TO SUPPORT KENTUCKY SUCCESSFULLY UNWIND PUBLIC HEALTH EMERGENCY FLEXIBILITIES. TRANSFORMATIVE INSIGHTS: ALTARUM'S RESEARCH PROVIDES A FOUNDATION ON WHICH WE BUILD SOLUTIONS TO ACHIEVE A FUTURE OF BETTER HEALTH FOR ALL. ALTARUM'S INSIGHTS ARE DESIGNED FOR PRACTICAL APPLICATION AND ACHIEVING MEASURABLE RESULTS. OUR APPLIED RESEARCH AND ANALYTICS SERVICE OFFERINGS INCLUDE ECONOMIC MODELING AND ANALYSIS, PROPRIETARY TOOLS, SURVEY SCIENCE, AND DATA ANALYTICS. OUR ANALYSTS, STATISTICIANS, AND RESEARCH SCIENTISTS WORK EVERY DAY TO DELIVER GREATER VALUE TO THE US HEALTH SYSTEM WHILE CONTROLLING COSTS. IN ADDITION TO SUPPORTING THE FULL SURVEY LIFECYCLE, WE INTEGRATE RESEARCH AND DATA ANALYTICS TO REVEAL ACTIONABLE RESULTS. FOR EXAMPLE, ALTARUM'S ACE MEASURE OF PATIENT ENGAGEMENT TOOL IS A FULLY VALIDATED TOOL THAT USES 12 QUESTIONS TO ENABLE CLINICIANS TO ASCERTAIN ENGAGEMENT, INTENT TO TREAT, AND HEALTH LITERACY IN TWO MINUTES.BUILDING CAPACITY: ALTARUM'S TRAINING AND TECHNICAL ASSISTANCE (TTA) SERVICES ENSURE EFFECTIVE APPLICATION OF KNOWLEDGE AND EVIDENCE-BASED BEST PRACTICES, BUILDS CAPACITY, AND LEADS TO BETTER OUTCOMES. WE HAVE DECADES OF EXPERIENCE OPERATING TRAINING AND TECHNICAL ASSISTANCE PROGRAMS FOR FEDERAL AGENCIES SUCH AS SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION (SAMHSA) AND HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) AND HAVE RECENTLY BEEN RECOGNIZED BY THE BUREAU OF JUSTICE ASSISTANCE (BJA) AS A NATIONAL TTA EXPERT FOR OUR WORK STRENGTHENING COORDINATION BETWEEN COMMUNITY-BASED ORGANIZATIONS AND LAW ENFORCEMENT ACROSS MORE THAN 20 STATES. CONNECTING HEALTH INFORMATION FOR BETTER OUTCOMES: ACHIEVING SEAMLESS PUBLIC HEALTH DATA INTEROPERABILITY IS KEY TO IMPROVING THE PUBLIC HEALTH INFRASTRUCTURE. ALTARUM HAS BEEN HELPING PUBLIC HEALTH PROGRAMS MODERNIZE THEIR DATA SYSTEMS FOR TWO DECADES. WE HAVE HANDS-ON EXPERIENCE DEVELOPING FAST HEALTHCARE INTEROPERABILITY RESOURCES (FHIR) SOLUTIONS, COLLABORATING WITH MAJOR ELECTRONIC HEALTH RECORD (EHR) VENDORS, AND WORKING CLOSELY WITH INTEROPERABILITY STANDARDS ORGANIZATIONS LIKE HL7. FOR EXAMPLE, ALTARUM CREATED AND MAINTAINS THE MICHIGAN SYNDROMIC SURVEILLANCE SYSTEM WHICH RECEIVES DATA FROM OVER 200 EMERGENCY DEPARTMENTS AND URGENT CARE FACILITIES AND RAPIDLY DETECTS AND ALERTS STATE AND REGIONAL EPIDEMIOLOGISTS TO OUTBREAKS OF ILLNESS. ANOTHER EXAMPLE IS ALTARUM EXPANDS STAFF CAPACITY AND PROVIDES INTEROPERABILITY SERVICES TO THE WASHINGTON DEPARTMENT OF HEALTH. SERVICES INCLUDE IMPROVING HL7 MESSAGE PROCESSES, STREAMLINING THE ONBOARDING AND MONITORING OF LABORATORIES, TRAINING STAFF, OPTIMIZING REPORTING, AND ENHANCING DATA FEEDS ESSENTIAL FOR REPORTING, MODELING, AND VISUALIZING PROBABLE CASE DATA.BUILD TECHNOLOGY: ALTARUM'S CROSS-FUNCTIONAL TEAM OF SOFTWARE ENGINEERS, DATA SCIENTISTS, AND PUBLIC HEALTH ANALYSTS HAVE DEEP EXPERTISE AND HELP STATE GOVERNMENTS AND OTHERS ACROSS THE HEALTH CARE SPECTRUM IMPROVE HEALTH THROUGH TECHNOLOGY. FOR EXAMPLE, OUR INNOVATIONS IN NEWBORN SCREENING INTEROPERABILITY RESOURCE CENTER PROVIDED STATES AND TERRITORIES TECHNICAL ASSISTANCE AND TRAINING TO PROMOTE DATA INTEROPERABILITY AND EXCHANGE BETWEEN HEALTH CARE PROVIDERS AND STATE PUBLIC HEALTH NEWBORN SCREENING PROGRAMS, ULTIMATELY IMPROVING OUTCOMES FOR INFANTS AND CHILDREN WITH HERITABLE CONDITIONS. REGISTRY DEVELOPMENT: THE ABILITY TO TRACK AND INTEGRATE CLINICAL AND PUBLIC HEALTH DATA SETS IS CRITICAL TO ENHANCING OUR UNDERSTANDING OF DISEASE TRENDS, IMPROVING PATIENT OUTCOMES, AND FACILITATING INFORMED DECISION-MAKING IN PUBLIC HEALTH PROGRAMS. FOR OVER 20 YEARS, ALTARUM HAS HELPED COMMUNITIES, STATES, AND THE NATION TRACK, INTEGRATE CLINICAL AND PUBLIC HEALTH DATA SETS, AND CONNECT VITAL HEALTH DATA SO TO UNDERSTAND DISEASE TRENDS, IMPROVE PATIENT OUTCOMES, AND FACILITATE DECISION-MAKING IN PUBLIC HEALTH PROGRAMS. FOR THE MICHIGAN CANCER SURVEILLANCE PROGRAM, ALARUM PROVIDES TECHNICAL ASSISTANCE AND INTEGRATION SERVICES TO ELECTRONICALLY EXTRACT AND PROCESS CANCER CASE INFORMATION FROM CLINICAL SETTINGS. FOR THE ORANGE COUNTY HEALTH CARE AGENCY, ALTARUM IS DEVELOPING DATA EXCHANGE TO BETTER SAFEGUARD PUBLIC HEALTH BY MINIMIZING INADVERTENT EXPOSURES TO MULTI-DRUG RESISTANT ORGANISMS (MDROS) IN HEALTH CARE SETTINGS. THE CENTRALIZED SYSTEM ALIGNS WITH THE GOAL OF CDC'S DATA MODERNIZATION INITIATIVE TO PROVIDE ACTIONABLE INSIGHTS FASTER FOR DECISION-MAKING AT ALL LEVELS OF PUBLIC HEALTH.
Expenses $19,317,205 · Revenue $34,342,130
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Guy Fish End 42023GUY FISH END 42023
CHAIRMAN TRUSTEE
- Total calculated
- $17,000
- From this org
- $17,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3 + 1 related
-
Joseph FiferJOSEPH FIFER
CHAIRMAN TRUSTEE
- Total calculated
- $46,667
- From this org
- $46,667
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3 + 1 related
-
Linda ElamLINDA ELAM
TRUSTEE
- Total calculated
- $38,000
- From this org
- $38,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3 + 1 related
-
Rosemary GibsonROSEMARY GIBSON
TRUSTEE
- Total calculated
- $31,000
- From this org
- $31,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3 + 1 related
-
Jennie Chin HansenJENNIE CHIN HANSEN
TRUSTEE
- Total calculated
- $38,000
- From this org
- $38,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3 + 1 related
-
Kelvin WomackKELVIN WOMACK
TRUSTEE
- Total calculated
- $35,667
- From this org
- $35,667
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3 + 1 related
-
Melanie BellaMELANIE BELLA
TRUSTEE
- Total calculated
- $31,000
- From this org
- $31,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3 + 1 related
-
Bruce VladeckBRUCE VLADECK
TRUSTEE
- Total calculated
- $31,000
- From this org
- $31,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3 + 1 related
-
Thomas RaneseTHOMAS RANESE
TRUSTEE
- Total calculated
- $31,000
- From this org
- $31,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Michael MonsonMICHAEL MONSON
PRESIDENT AND CEO
- Total calculated
- $856,657
- From this org
- $822,682
- From related orgs
- $0
- Other
- $33,975
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $829,250
- Bonus
- $0
- Other
- -$6,568
- Deferred
- $9,900
- Nontaxable benefits
- $24,075
- Filer's total
- $856,657
-
Denise SturmDENISE STURM
EVP & CFO
- Total calculated
- $457,567
- From this org
- $439,527
- From related orgs
- $0
- Other
- $18,040
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $436,916
- Bonus
- $0
- Other
- $2,611
- Deferred
- $9,900
- Nontaxable benefits
- $8,140
- Filer's total
- $457,567
-
Malesa LitteralMALESA LITTERAL
EVP & CAO
- Total calculated
- $461,173
- From this org
- $428,628
- From related orgs
- $0
- Other
- $32,545
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $403,034
- Bonus
- $29,043
- Other
- -$3,449
- Deferred
- $9,900
- Nontaxable benefits
- $22,645
- Filer's total
- $461,173
-
Laura SankeyLAURA SANKEY
EVP & CSO
- Total calculated
- $364,806
- From this org
- $335,279
- From related orgs
- $0
- Other
- $29,527
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $337,465
- Bonus
- $0
- Other
- -$2,186
- Deferred
- $9,900
- Nontaxable benefits
- $19,627
- Filer's total
- $364,806
-
Tara FowlerTARA FOWLER
VICE PRESIDENT
- Total calculated
- $266,954
- From this org
- $252,318
- From related orgs
- $0
- Other
- $14,636
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $235,616
- Bonus
- $0
- Other
- $16,702
- Deferred
- $13,401
- Nontaxable benefits
- $1,235
- Filer's total
- $266,954
-
Tracy LawyerTRACY LAWYER
SECRETARY
- Total calculated
- $267,143
- From this org
- $237,297
- From related orgs
- $0
- Other
- $29,846
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,551
- Bonus
- $0
- Other
- $24,746
- Deferred
- $17,896
- Nontaxable benefits
- $11,950
- Filer's total
- $267,143
-
Susan HayashiSUSAN HAYASHI
VICE PRESIDENT
- Total calculated
- $171,438
- From this org
- $166,471
- From related orgs
- $0
- Other
- $4,967
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $108,333
- Bonus
- $0
- Other
- $58,138
- Deferred
- $4,967
- Nontaxable benefits
- $0
- Filer's total
- $171,438
-
David Banks End 42624DAVID BANKS END 42624
SENIOR DIRECTOR
- Total calculated
- $272,146
- From this org
- $256,209
- From related orgs
- $0
- Other
- $15,937
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $238,625
- Bonus
- $0
- Other
- $17,584
- Deferred
- $4,546
- Nontaxable benefits
- $11,391
- Filer's total
- $272,146
-
Raymond Tabaczka JrRAYMOND TABACZKA JR
CORPORATE DIRECTOR
- Total calculated
- $227,782
- From this org
- $192,814
- From related orgs
- $0
- Other
- $34,968
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $186,063
- Bonus
- $0
- Other
- $6,751
- Deferred
- $17,050
- Nontaxable benefits
- $17,918
- Filer's total
- $227,782
-
Barbara SpadforeBARBARA SPADFORE
SENIOR PROJECT MANAGER
- Total calculated
- $212,809
- From this org
- $189,786
- From related orgs
- $0
- Other
- $23,023
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,563
- Bonus
- $0
- Other
- $11,223
- Deferred
- $4,812
- Nontaxable benefits
- $18,211
- Filer's total
- $212,809
-
Kristina AzeemKRISTINA AZEEM
SENIOR DIRECTOR
- Total calculated
- $191,777
- From this org
- $187,724
- From related orgs
- $0
- Other
- $4,053
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,200
- Bonus
- $0
- Other
- $16,524
- Deferred
- $3,103
- Nontaxable benefits
- $950
- Filer's total
- $191,777
-
Al Wendt End 111523AL WENDT END 111523
CORPORATE MANAGER
- Total calculated
- $158,162
- From this org
- $208,390
- From related orgs
- $0
- Other
- -$50,228
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $122,183
- Bonus
- $0
- Other
- $86,207
- Deferred
- -$74,260
- Nontaxable benefits
- $24,032
- Filer's total
- $158,162
-
Lincoln Smith End 3322LINCOLN SMITH END 3322
FORMER SENIOR VICE PRESIDENT
- Total calculated
- $550,000
- From this org
- $550,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $550,000
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $550,000
-
Rick Keller End 120122RICK KELLER END 120122
FORMER VICE PRESIDENT
- Total calculated
- $243,881
- From this org
- $242,560
- From related orgs
- $0
- Other
- $1,321
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $819
- Bonus
- $0
- Other
- $241,741
- Deferred
- $21
- Nontaxable benefits
- $1,300
- Filer's total
- $243,881
-
Daniel Armijo End 53121DANIEL ARMIJO END 53121
FORMER SVP & COO
- Total calculated
- $183,686
- From this org
- $183,686
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $183,686
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $183,686
-
David Robertson End 4422DAVID ROBERTSON END 4422
FORMER SVP & CFO
- Total calculated
- $135,943
- From this org
- $135,943
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $135,943
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $135,943
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINES 4A-B
- ALTARUM INSTITUTE ISSUED THE FOLLOWING SEVERANCE PAYMENT IN 2023 AS A RESULT OF TERMINATION OF EMPLOYMENT: LINCOLN SMITH $550,000.00 RICK KELLER $215,462.50 DANIEL ARMIJO $183,686.16 DAVID ROBERTSON $135,942.75
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES
501(C)(3) · HEALTH SERVICES · MI
Directly controlled by ALTARUM INSTITUTE
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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FEDERAL CONSULTING ASSET MANAGEMENT INC
C · HOLDING CO. · MI · 100% owned · share of income $1,017,056 · share of assets $15,405,352 · controlled entity
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PALLADIAN PARTNERS INC
C · HEALTH COMMUNICATION SERVICES · MD · 100% owned · share of income $1,048,310 · share of assets $22,861,555 · controlled entity
Directly controlled by FCAM
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433029349300818
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