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← ARBOR RESEARCH COLLABORATIVE FOR HEALTH

Form 990 for tax year 2022

Filed by ARBOR RESEARCH COLLABORATIVE FOR HEALTH.

Totals

Total revenue
$24,811,011
Total expenses
$20,871,262
Contributions and grants received
$14,110,850
Grants paid
$0
Program service revenue
$8,021,541
Investment income
$2,607,197
Other revenue
$71,423
Total assets, end of year
$18,222,667
Total liabilities, end of year
$4,857,279
Net assets or fund balances, end of year
$13,365,388
Program services expenses (Part IX)
$14,085,106
Management and general expenses
$6,786,156
Fundraising expenses
$0
Program service expenses (Part III)
$14,085,106

Program services were 67.5% 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)

    $13,440,136

  • 1f · All other contributions, gifts and grants

    $670,714

  • 2a · Program service revenue: CONTRACT REVENUE

    total $8,021,541 · related or exempt $8,021,541

  • 3 · Investment income

    total $102,629 · excluded $102,629

  • 7a · Gross sales of assets other than inventory

    securities $2,211,123 · other assets $17,000,000

  • 7b · Less cost or other basis and sales expenses

    securities $2,916,738 · other assets $13,789,817

  • 7c · Gain or loss

    securities -$705,615 · other assets $3,210,183

  • 7d · Net gain or loss

    total $2,504,568 · excluded $2,504,568

  • 11a · Other revenue: MISCELLANEOUS

    total $71,423 · excluded $71,423

  • 11e · Other revenue, total

    $71,423

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,797,646 · program services $165,512 · management and general $1,632,134

  • 7 · Other salaries and wages

    total $8,769,891 · program services $6,995,349 · management and general $1,774,542

  • 8 · Pension plan contributions

    total $949,670 · program services $737,871 · management and general $211,799

  • 9 · Other employee benefits

    total $1,539,246 · program services $1,077,263 · management and general $461,983

  • 10 · Payroll taxes

    total $811,345 · program services $560,420 · management and general $250,925

  • 11b · Fees: legal

    total $43,207 · management and general $43,207

  • 11c · Fees: accounting

    total $59,600 · management and general $59,600

  • 11f · Fees: investment management

    total $31,656 · management and general $31,656

  • 11g · Fees: other

    total $1,983,186 · program services $1,892,737 · management and general $90,449

  • 13 · Office expenses

    total $718,176 · program services $273,261 · management and general $444,915

  • 16 · Occupancy

    total $522,008 · program services $360,122 · management and general $161,886

  • 17 · Travel

    total $92,679 · program services $66,357 · management and general $26,322

  • 19 · Conferences, conventions and meetings

    total $85,295 · program services $61,070 · management and general $24,225

  • 22 · Depreciation, depletion and amortization

    total $871,187 · program services $294,032 · management and general $577,155

  • 23 · Insurance

    total $59,458 · management and general $59,458

  • 24a · Other expenses: OTHER

    total $1,227,860 · program services $444,044 · management and general $783,816

  • 24b · Other expenses: DATA COLLECTION

    total $1,157,068 · program services $1,157,068

  • 24c · Other expenses: RECRUITING

    total $151,584 · management and general $151,584

  • 24d · Other expenses: HONORARIA

    total $500 · management and general $500

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,109,718 · end of year $8,482,580

  • 3 · Pledges and grants receivable

    beginning of year $2,230,097 · end of year $2,831,306

  • 4 · Accounts receivable

    beginning of year $1,401,908 · end of year $1,784,209

  • 9 · Prepaid expenses and deferred charges

    beginning of year $605,817 · end of year $583,111

  • 10a · Land, buildings and equipment: cost or other basis

    $637,021

  • 10b · Land, buildings and equipment: accumulated depreciation

    $522,262

  • 10c · Land, buildings and equipment, net

    beginning of year $13,867,494 · end of year $114,759

  • 11 · Investments: publicly traded securities

    beginning of year $3,745,035 · end of year $3,110,394

  • 14 · Intangible assets

    beginning of year $386,534 · end of year $309,193

  • 15 · Other assets

    end of year $1,007,115

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,569,949 · end of year $3,042,318

  • 19 · Deferred revenue

    beginning of year $1,057,211 · end of year $577,215

  • 23 · Secured mortgages and notes payable

    beginning of year $10,293,804 · end of year $247,081

  • 25 · Other liabilities

    end of year $990,665

  • 27 · Net assets without donor restrictions

    beginning of year $9,425,639 · end of year $13,365,388

Mission and programs · 2022

Mission

ARBOR RESEARCH COLLABORATIVE FOR HEALTH IS COMMITTED TO IMPROVING PATIENT CARE THROUGH RESEARCH THAT SHAPES MEDICAL POLICIES AND PRACTICE. IN PARTICULAR, ARBOR RESEARCH CONDUCTS HEALTH OUTCOMES RESEARCH ON CHRONIC DISEASE AND END-STAGE ORGAN FAILURE WITH EXPERTISE IN BIOSTATISTICAL ANALYSIS, CLINICAL PRACTICE, HEALTH ECONOMICS, PUBLIC POLICY, DATABASE MANAGEMENT AND INTEGRATION, AND PROJECT COORDINATION. THROUGH RESEARCH PROJECTS THAT ARE NATIONAL AND GLOBAL IN SCOPE, ARBOR RESEARCH'S SCIENTIFIC COLLABORATIONS PROVIDE VALUABLE AND TIMELY INFORMATION TO THE WORLDWIDE HEALTH CARE COMMUNITY.

Activities or mission (Part I)

TO IMPROVE PATIENT CARE THROUGH RESEARCH THAT SHAPES MEDICAL POLICIES AND PRACTICE.

  • DOPPS - THE DOPPS PROGRAM COLLECTS DATA ON PATIENTS ACROSS THE GLOBE, LEVERAGES EXTENSIVE LONGITUDINAL DATA TO EMPHASIZE THE EFFECTS OF CLINICAL PRACTICE PATTERNS ON PATIENT OUTCOMES, AND ADJUSTS OUTCOMES MEASURES FOR PATIENT COMORBIDITIES AND ADJUSTED TO A GREATER EXTENT THAN PREVIOUSLY POSSIBLE.

    Expenses $4,589,734

  • HP3: THE HEALTH POLICY AND PRACTICE PROGRAM AREA PROMOTES THE MISSION OF ARBOR RESEARCH BY PROVIDING TECHNICAL AND SCIENTIFIC EXPERTISE TO IMPROVE THE DELIVERY OF HEALTH CARE AND PAYMENT POLICIES THROUGH IMPARTIAL ANALYSIS WITH PROGRAM EVALUATIONS, QUALITY MEASUREMENT, NEW APPROACHES TO PAYMENT MODELS AND KIDNEY DISEASE POLICY IN POTENTIALLY IMPORTNAT IMPLICATIONS FOR PUBLIC POLICY AND THE QUALITY AND EFFICIANCY OF HEALTH CARE IN THE UNITED STATES.

    Expenses $4,345,329

  • SDCC: MULTI-DISIPLINARY TEAM OF CLINICIANS, BIOSTATISTICIANS, PROJECT MANAGERS, ANALYSTS, CLINICAL MONITORS, PROJECT SUPPORT PERSONNEL, AND MEDICAL EDITORS THAT FORM A PROJECT MANAGEMENT NEXUS TO ALLOW BUSY INVESTIGATORS SEPARATED BY MILES AND TIME ZONES TO COLLABORATIVELY PURSUE CLINICAL RESEARCH EXCELLENCE.

    Expenses $5,150,043

  • OTHER: HEALTH OUTCOMES RESEARCH ON CHRONIC DISEASE AND END-STAGE ORGAN FAILURE, WITH EXPERTISE IN BIOSTATISTICAL ANALYSIS, CLINICAL PRACTICE, HEALTH ECONOMICS, PUBLIC POLICY, DATABASE MANAGEMENT AND INTEGRATION, AND PROJECT COORDINATION.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CHRISTOPHER SPERA

    PRESIDENT

    Total calculated
    $552,078
    From this org
    $502,115
    From related orgs
    $0
    Other
    $49,963
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $478,365
    Bonus
    $23,750
    Other
    not reported
    Deferred
    $47,500
    Nontaxable benefits
    $2,463
    Filer's total
    $552,078

  • BRUCE ROBINSON

    VP CLINICAL

    Total calculated
    $315,203
    From this org
    $272,097
    From related orgs
    $0
    Other
    $43,106
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,097
    Bonus
    not reported
    Other
    not reported
    Deferred
    $26,673
    Nontaxable benefits
    $16,433
    Filer's total
    $315,203

  • ERIC YOUNG

    SR. RESRCH S

    Total calculated
    $277,320
    From this org
    $251,026
    From related orgs
    $0
    Other
    $26,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,826
    Bonus
    $2,200
    Other
    not reported
    Deferred
    $24,243
    Nontaxable benefits
    $2,051
    Filer's total
    $277,320

  • DAVID DICKINSON

    VP INFORMATI

    Total calculated
    $272,447
    From this org
    $248,001
    From related orgs
    $0
    Other
    $24,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,001
    Bonus
    $20,000
    Other
    not reported
    Deferred
    $22,450
    Nontaxable benefits
    $1,996
    Filer's total
    $272,447

  • ROBERTO F SILVA PECOITIS FILHO

    SCIENTIFIC D

    Total calculated
    $247,568
    From this org
    $211,429
    From related orgs
    $0
    Other
    $36,139
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,229
    Bonus
    $2,200
    Other
    not reported
    Deferred
    $21,480
    Nontaxable benefits
    $14,659
    Filer's total
    $247,568

  • ROBERT MERION

    RSRCH SCIENT

    Total calculated
    $234,672
    From this org
    $212,195
    From related orgs
    $0
    Other
    $22,477
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,995
    Bonus
    $2,200
    Other
    not reported
    Deferred
    $20,763
    Nontaxable benefits
    $1,714
    Filer's total
    $234,672

  • MARC TURENNE

    SCIENTIFIC D

    Total calculated
    $233,415
    From this org
    $198,950
    From related orgs
    $0
    Other
    $34,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,950
    Bonus
    $10,000
    Other
    not reported
    Deferred
    $18,653
    Nontaxable benefits
    $15,812
    Filer's total
    $233,415

  • SHANTHY EDWARD

    VP STRATEGIC

    Total calculated
    $232,051
    From this org
    $207,903
    From related orgs
    $0
    Other
    $24,148
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,903
    Bonus
    $20,000
    Other
    not reported
    Deferred
    $19,038
    Nontaxable benefits
    $5,110
    Filer's total
    $232,051

  • CHAUNCEY LYNCH II

    VP FINANCE

    Total calculated
    $220,635
    From this org
    $202,150
    From related orgs
    $0
    Other
    $18,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,150
    Bonus
    $30,000
    Other
    not reported
    Deferred
    $16,985
    Nontaxable benefits
    $1,500
    Filer's total
    $220,635

  • VIKTOR ANDREEV

    RESEARCH SCI

    Total calculated
    $216,836
    From this org
    $185,462
    From related orgs
    $0
    Other
    $31,374
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,262
    Bonus
    $2,200
    Other
    not reported
    Deferred
    $18,481
    Nontaxable benefits
    $12,893
    Filer's total
    $216,836

  • KAREN CROW

    FORMER VP FI

    Total calculated
    $125,086
    From this org
    $117,846
    From related orgs
    $0
    Other
    $7,240
    Hours/week
    40

  • MARK BARR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GERALD CROAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOCELYN G DEWITT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAULA LANTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID MORLOCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AKINLOLU OJO

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD PIETROSKI

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MARIANNE UDOW-PHILLIPS

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH KLEIN WALKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDITH WALKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARRY WARREN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

SCHEDULE J, PAGE 1, PART I, LINE 4
CHRISTOPHER SPERA 0 17,000 0

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.

Provenance

Return type
form_990
Tax year
2022
Filed
9 October 2023
IRS schema version
2022v5.0
Source object
202312939349300406

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