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Nonprofiteer
← ALTARUM INSTITUTE

Form 990 for tax year 2022

Filed by ALTARUM INSTITUTE.

Totals

Total revenue
$47,131,892
Total expenses
$42,029,762
Contributions and grants received
$41,263,280
Grants paid
$0
Program service revenue
$5,547,176
Investment income
$369,355
Other revenue
-$47,919
Total assets, end of year
$67,147,281
Total liabilities, end of year
$18,399,173
Net assets or fund balances, end of year
$48,748,108
Program services expenses (Part IX)
$20,348,043
Management and general expenses
$18,254,758
Fundraising expenses
$3,426,961
Program service expenses (Part III)
$20,348,043

Program services were 48.4% 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)

    $34,505,417

  • 1f · All other contributions, gifts and grants

    $6,757,863

  • 2a · Program service revenue: CONTRACT REVENUE

    total $5,496,100 · related or exempt $5,496,061 · unrelated business $39

  • 2b · Program service revenue: LICENSE REVENUE

    total $51,076 · related or exempt $51,076

  • 3 · Investment income

    total $350,984 · excluded $350,984

  • 6a · Gross rents

    real property $653,811

  • 6b · Less rental expenses

    real property $701,730

  • 6c · Rental income or loss

    real property -$47,919

  • 6d · Net rental income or loss

    total -$47,919 · unrelated business $16,536 · excluded -$64,455

  • 7a · Gross sales of assets other than inventory

    securities $624,987

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

    securities $596,987 · other assets $9,629

  • 7c · Gain or loss

    securities $28,000 · other assets -$9,629

  • 7d · Net gain or loss

    total $18,371 · excluded $18,371

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,014,596 · program services $992,081 · management and general $855,126 · fundraising $167,389

  • 7 · Other salaries and wages

    total $20,189,940 · program services $9,942,468 · management and general $8,569,932 · fundraising $1,677,540

  • 8 · Pension plan contributions

    total $539,665 · program services $265,756 · management and general $229,069 · fundraising $44,840

  • 9 · Other employee benefits

    total $994,366 · program services $489,672 · management and general $422,074 · fundraising $82,620

  • 10 · Payroll taxes

    total $1,679,488 · program services $827,058 · management and general $712,885 · fundraising $139,545

  • 11b · Fees: legal

    total $135,790 · management and general $135,790

  • 11c · Fees: accounting

    total $141,125 · management and general $141,125

  • 11d · Fees: lobbying

    total $250,066 · management and general $250,066

  • 11g · Fees: other

    total $9,810,270 · program services $4,831,034 · management and general $4,164,121 · fundraising $815,115

  • 13 · Office expenses

    total $2,786,939 · program services $1,372,419 · management and general $1,182,959 · fundraising $231,561

  • 16 · Occupancy

    total $1,395,272 · program services $687,097 · management and general $592,245 · fundraising $115,930

  • 17 · Travel

    total $268,475 · program services $132,210 · management and general $113,958 · fundraising $22,307

  • 19 · Conferences, conventions and meetings

    total $58,807 · program services $28,960 · management and general $24,961 · fundraising $4,886

  • 20 · Interest

    total $81,206 · management and general $81,206

  • 22 · Depreciation, depletion and amortization

    total $685,220 · program services $270,326 · management and general $369,283 · fundraising $45,611

  • 23 · Insurance

    total $125,262 · program services $61,685 · management and general $53,169 · fundraising $10,408

  • 24a · Other expenses: OTHER

    total $930,705 · program services $475,559 · management and general $381,166 · fundraising $73,980

  • 24b · Other expenses: TRAINING & EDUCATION

    total $2,089 · program services $1,028 · management and general $887 · fundraising $174

  • 24c · Other expenses: TAXES

    total -$233 · program services -$115 · management and general -$99 · fundraising -$19

  • 24d · Other expenses: GOVERNANCE COSTS

    total -$59,286 · program services -$29,195 · management and general -$25,165 · fundraising -$4,926

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,602,946 · end of year $6,498,232

  • 4 · Accounts receivable

    beginning of year $6,880,134 · end of year $5,677,734

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,424,595 · end of year $5,930,370

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

    $29,037,956

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

    $16,323,667

  • 10c · Land, buildings and equipment, net

    beginning of year $10,607,981 · end of year $12,714,289

  • 11 · Investments: publicly traded securities

    beginning of year $9,829,386 · end of year $7,880,327

  • 12 · Investments: other securities

    beginning of year $21,899,118 · end of year $25,829,631

  • 14 · Intangible assets

    beginning of year $953,920 · end of year $817,646

  • 15 · Other assets

    beginning of year $1,378,673 · end of year $1,799,052

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,720,524 · end of year $9,546,139

  • 19 · Deferred revenue

    beginning of year $2,289,066 · end of year $1,615,768

  • 23 · Secured mortgages and notes payable

    beginning of year $3,715,044 · end of year $6,189,051

  • 25 · Other liabilities

    beginning of year $1,432,081 · end of year $1,048,215

  • 27 · Net assets without donor restrictions

    beginning of year $41,420,038 · end of year $48,748,108

Mission and programs · 2022

Mission

ALTARUM INSTITUTE DEVELOPS AND IMPLEMENTS SOLUTIONS TO IMPROVE THE HEALTH OF INDIVIDUALS WITH FEWER FINANCIAL RESOURCES AND THOSE DISENFRANCHISED BY THE SYSTEM.

Activities or mission (Part I)

IMPROVE THE HEALTH OF INDIVIDUALS WITH FEWER FINANCIAL RESOURCES AND THOSE DISENFRANCHISED BY THE SYSTEM.

  • ALTARUM INSTITUTE DEVELOPS AND IMPLEMENTS SOLUTIONS TO IMPROVE THE HEALTH OF INDIVIDUALS WITH FEWER FINANCIAL RESOURCES AND THOSE DISENFRANCHISED BY THE SYSTEM. THREE OF ALTARUM'S 2022 MAJOR PROGRAMS INCLUDE:- MDHHS DATA HUB: PROVIDES INNOVATIVE PUBLIC HEALTH IT INFRASTRUCTURE AND TECHNICAL ASSISTANCE TO THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES (MDHHS) THAT IMPROVES THE FLOW OF DATA FROM HEALTH CARE PROVIDERS INTO STATE PUBLIC HEALTH SYSTEMS AND BETWEEN STATE AND FEDERAL GOVERNMENT PUBLIC HEALTH SYSTEMS. ALTARUM'S SERVICES INCREASE STATE CAPACITY TO PERFORM ACUTE, CHRONIC, INFECTIOUS AND SYNDROMIC DISEASE SURVEILLANCE, ENABLING THE STATE TO TRACK CHANGES IN POPULATION HEALTH AND DETECT AND RESPOND QUICKLY TO OUTBREAKS OF ILLNESS, POTENTIAL PUBLIC HEALTH THREATS, AND EMERGENCIES LIKE COVID-19.- HEALTH CARE SURVEYS OF DEPARTMENT OF DEFENSE BENEFICIARIES (HCSDB): ALTARUM OVERSEES THE COLLECTION AND ANALYSIS OF DATA FOR HCSDB AND THE TRICARE SELECT SURVEYS OF PROVIDERS AND BENEFICIARIES. WORKING ON BEHALF OF HCSDB WE COLLECT CRITICAL INFORMATION FROM MILITARY SERVICE MEMBERS TO HELP ASSESS AND IMPROVE THEIR CARE. WE BRING THOUGHTFUL ANALYTICS TO BEAR TO PROVIDE MILITARY HEALTH SESRVICE (MHS) LEADERS WITH THE INFORMATION THEY NEED TO ENSURE THAT SERVICE MEMBERS RECEIVE THE CARE THEY NEED AND DESERVE.- HEALTHY HEARTS FOR MICHIGAN (HH4M): ALTARUM PROVIDES SUPPORT TO IMPROVE THE HEART HEALTH AND HELP REDUCE CVD DISPARITIES BY ENGAGING WITH PRIMARY CARE PRACTICES. WE WORK WITH PROVIDERS TO ASSESS CURRENT WORKFLOWS, ESTABLISH SCREENING AND TREATMENT PROTOCOLS, AND COLLECT QUARTERLY STUDY DATA.

    Expenses $20,348,043 · Revenue $40,052,554

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

Listed in Part VII

  • GUY FISH END 42023

    CHAIRMAN TRUSTEE

    Total calculated
    $51,000
    From this org
    $51,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • JOSEPH FIFER

    VICE CHAIRMAN TRUSTEE

    Total calculated
    $38,000
    From this org
    $38,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • GERALD CROAN END 3322

    TRUSTEE

    Total calculated
    $7,750
    From this org
    $7,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • LINDA ELAM

    TRUSTEE

    Total calculated
    $38,000
    From this org
    $38,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • ROSEMARY GIBSON

    TRUSTEE

    Total calculated
    $31,000
    From this org
    $31,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • JENNIE CHIN HANSEN

    TRUSTEE

    Total calculated
    $38,000
    From this org
    $38,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • KELVIN WOMACK

    TRUSTEE

    Total calculated
    $31,000
    From this org
    $31,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • LINCOLN SMITH END 3322

    SENIOR VICE PRESIDENT

    Total calculated
    $601,431
    From this org
    $592,281
    From related orgs
    $0
    Other
    $9,150
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,841
    Bonus
    $445,954
    Other
    $486
    Deferred
    $9,150
    Nontaxable benefits
    $0
    Filer's total
    $601,431

  • MICHAEL MONSON

    PRESIDENT AND CEO

    Total calculated
    $801,525
    From this org
    $767,791
    From related orgs
    $0
    Other
    $33,734
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $700,000
    Bonus
    $0
    Other
    $67,791
    Deferred
    $9,150
    Nontaxable benefits
    $24,584
    Filer's total
    $801,525

  • DANIEL ARMIJO END 53121

    FORMER SVP & COO

    Total calculated
    $314,891
    From this org
    $314,891
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $314,891
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $314,891

  • DAVID ROBERTSON END 4422

    SVP & CFO

    Total calculated
    $728,962
    From this org
    $388,309
    From related orgs
    $0
    Other
    $340,653
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $94,773
    Bonus
    $105,138
    Other
    $188,398
    Deferred
    $331,346
    Nontaxable benefits
    $9,307
    Filer's total
    $728,962

  • MALESA LITTERAL

    EVP & CAO

    Total calculated
    $393,929
    From this org
    $361,904
    From related orgs
    $0
    Other
    $32,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $336,778
    Bonus
    $29,043
    Other
    -$3,917
    Deferred
    $9,150
    Nontaxable benefits
    $22,875
    Filer's total
    $393,929

  • LAURA SANKEY

    EVP & CSO

    Total calculated
    $298,997
    From this org
    $272,522
    From related orgs
    $0
    Other
    $26,475
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,555
    Bonus
    $0
    Other
    -$2,033
    Deferred
    $7,013
    Nontaxable benefits
    $19,462
    Filer's total
    $298,997

  • TRACY LAWYER

    SECRETARY

    Total calculated
    $256,815
    From this org
    $232,837
    From related orgs
    $0
    Other
    $23,978
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,370
    Bonus
    $30,000
    Other
    $5,467
    Deferred
    $16,177
    Nontaxable benefits
    $7,801
    Filer's total
    $256,815

  • STEVEN TOWELL END 6822

    CORPORATE DIRECTOR/ FORMER

    Total calculated
    $133,940
    From this org
    $224,845
    From related orgs
    $0
    Other
    -$90,905
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $89,347
    Bonus
    $28,000
    Other
    $107,498
    Deferred
    -$104,637
    Nontaxable benefits
    $13,732
    Filer's total
    $133,940

  • TARA FOWLER

    VICE PRESIDENT

    Total calculated
    $276,913
    From this org
    $262,639
    From related orgs
    $0
    Other
    $14,274
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,200
    Bonus
    $41,250
    Other
    $7,189
    Deferred
    $13,184
    Nontaxable benefits
    $1,090
    Filer's total
    $276,913

  • RICHARD KELLER END 120122

    VICE PRESIDENT

    Total calculated
    $543,191
    From this org
    $279,071
    From related orgs
    $0
    Other
    $264,120
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,200
    Bonus
    $68,750
    Other
    -$3,879
    Deferred
    $234,162
    Nontaxable benefits
    $29,958
    Filer's total
    $543,191

  • DAVID BANKS

    CORPORATE DIRECTOR

    Total calculated
    $308,047
    From this org
    $289,974
    From related orgs
    $0
    Other
    $18,073
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,333
    Bonus
    $53,000
    Other
    $18,641
    Deferred
    $11,480
    Nontaxable benefits
    $6,593
    Filer's total
    $308,047

  • MELANIE BELLA

    TRUSTEE

    Total calculated
    $31,000
    From this org
    $31,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • BRUCE VLADECK

    TRUSTEE

    Total calculated
    $31,000
    From this org
    $31,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • DENISE STURM

    EVP & CFO

    Total calculated
    $282,304
    From this org
    $270,288
    From related orgs
    $0
    Other
    $12,016
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,129
    Bonus
    $0
    Other
    $1,159
    Deferred
    $6,859
    Nontaxable benefits
    $5,157
    Filer's total
    $282,304

  • LAKSHMI ATLURI END 111622

    PHS DIRECTOR

    Total calculated
    $239,854
    From this org
    $266,572
    From related orgs
    $0
    Other
    -$26,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,583
    Bonus
    $30,000
    Other
    $81,989
    Deferred
    -$46,666
    Nontaxable benefits
    $19,948
    Filer's total
    $239,854

  • VIDA BOWEN

    CORPORATE DIRECTOR

    Total calculated
    $214,600
    From this org
    $200,946
    From related orgs
    $0
    Other
    $13,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,774
    Bonus
    $40,000
    Other
    $4,172
    Deferred
    $5,181
    Nontaxable benefits
    $8,473
    Filer's total
    $214,600

  • SHERYL MATHIS END 102822

    PH DIRECTOR

    Total calculated
    $194,158
    From this org
    $186,491
    From related orgs
    $0
    Other
    $7,667
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,394
    Bonus
    $20,000
    Other
    $22,097
    Deferred
    -$16,434
    Nontaxable benefits
    $24,101
    Filer's total
    $194,158

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)

SCHEDULE J, PART I, LINE 4A
SEVERANCE PAYMENT ALTARUM INSTITUTE ISSUED THE FOLLOWING SEVERANCE PAYMENT IN 2022 AS A RESULT OF TERMINATION OF EMPLOYMENT: DANIEL ARMIJO $314,891.56 DAVID ROBERTSON $190,319.85
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. FOR 2022 THERE WERE NO INCENTIVE COMPENSATION AWARDS UNDER THE PLAN.

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.

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.

  • FEDERAL CONSULTING ASSET MANAGEMENT INC

    C · HOLDING CO. · MI · 100% owned · share of income $3,706,163 · share of assets $16,519,796 · controlled entity

  • PALLADIAN PARTNERS INC

    C · HEALTH COMMUNICATION SERVICES · MD · 100% owned · share of income $3,762,223 · share of assets $23,214,525 · controlled entity

    Directly controlled by FCAM

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202303059349302220

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