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Nonprofiteer
← ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES

Form 990 for tax year 2023

Filed by ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES.

Totals

Total revenue
$715,782
Total expenses
$714,437
Contributions and grants received
$607,597
Grants paid
$0
Program service revenue
$108,185
Investment income
$0
Other revenue
$0
Total assets, end of year
$625,232
Total liabilities, end of year
$298,323
Net assets or fund balances, end of year
$326,909
Program services expenses (Part IX)
$53,304
Management and general expenses
$458,825
Fundraising expenses
$202,308
Program service expenses (Part III)
$53,304

Program services were 7.5% 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.

  • 1d · Related organizations

    $41,076

  • 1f · All other contributions, gifts and grants

    $566,521

  • 2a · Program service revenue: CONTRACT REVENUE

    total $108,185 · related or exempt $108,185

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $274,727 · program services $20,497 · management and general $176,435 · fundraising $77,795

  • 7 · Other salaries and wages

    total $138,026 · program services $10,298 · management and general $88,643 · fundraising $39,085

  • 8 · Pension plan contributions

    total $2,400 · program services $180 · management and general $1,541 · fundraising $679

  • 10 · Payroll taxes

    total $73 · program services $6 · management and general $47 · fundraising $20

  • 11g · Fees: other

    total $160,766 · program services $11,994 · management and general $103,247 · fundraising $45,525

  • 13 · Office expenses

    total $3,290 · program services $245 · management and general $2,113 · fundraising $932

  • 16 · Occupancy

    total $118,105 · program services $8,812 · management and general $75,849 · fundraising $33,444

  • 17 · Travel

    total $14,247 · program services $1,063 · management and general $9,150 · fundraising $4,034

  • 23 · Insurance

    total $1,954 · program services $146 · management and general $1,255 · fundraising $553

  • 24a · Other expenses: MISCELLANEOUS

    total $849 · program services $63 · management and general $545 · fundraising $241

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $281,959 · end of year $313,197

  • 4 · Accounts receivable

    beginning of year $0 · end of year $282,711

  • 15 · Other assets

    beginning of year $8,784 · end of year $29,324

  • 17 · Accounts payable and accrued expenses

    beginning of year $40,317 · end of year $170,288

  • 19 · Deferred revenue

    beginning of year $0 · end of year $91,633

  • 25 · Other liabilities

    beginning of year $26,076 · end of year $36,402

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $352,500 · end of year $101,214

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$128,150 · end of year $225,695

Mission and programs · 2023

Mission

ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES (AMMS) IS A NON PROFIT ORGANIZATION THAT HELPS STATES CREATE FINANCIALLY SUSTAINABLE SOLUTIONS TO ADVANCE HEALTH, HEALTH EQUITY, WELLNESS, AND INDEPENDENT LIVING FOR DUALLY ELIGIBLE INDIVIDUALS. WE ENHANCE STATE CAPACITY BY PROVIDING EXCEPTIONAL NATIONAL EXPERTISE AROUND DUAL ELIGIBLE AND LONG-TERM SERVICES AND SUPPORTS (LTSS) POLICY AND PROGRAM ADMINISTRATION. OUR STATE-SPECIFIC DATA-DRIVEN APPROACHES IMPROVE HEALTH EQUITY AND OUTCOMES WHILE EFFICIENTLY MANAGING MEDICAID DOLLARS.

Activities or mission (Part I)

HELP STATES CREATE FINANCIALLY SUSTAINABLE SOLUTIONS TO ADVANCE HEALTH, HEALTH EQUITY, WELLNESS, AND INDEPENDENT LIVING FOR DUALLY ELIGIBLE INDIVIDUALS.

  • ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES (AMMS) IS A NON PROFIT ORGANIZATION THAT HELPS STATES CREATE FINANCIALLY SUSTAINABLE SOLUTIONS TO ADVANCE HEALTH, HEALTH EQUITY, WELLNESS, AND INDEPENDENT LIVING FOR DUALLY ELIGIBLE INDIVIDUALS. WE ENHANCE STATE CAPACITY BY PROVIDING EXCEPTIONAL NATIONAL EXPERTISE AROUND DUAL ELIGIBLE AND LONG-TERM SERVICES AND SUPPORTS (LTSS) POLICY AND PROGRAM ADMINISTRATION. OUR STATE-SPECIFIC DATA-DRIVEN APPROACHES IMPROVE HEALTH EQUITY AND OUTCOMES WHILE EFFICIENTLY MANAGING MEDICAID DOLLARS.

    Expenses $53,304 · Revenue $715,782

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Monson

    PRESIDENT & CEO

    Total calculated
    $856,657
    From this org
    $0
    From related orgs
    $822,682
    Other
    $33,975
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $822,682 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $24,075 related
    Filer's total
    $0 + $856,657 related

  • Denise Sturm

    TREASURER

    Total calculated
    $457,567
    From this org
    $0
    From related orgs
    $439,527
    Other
    $18,040
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $439,527 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $8,140 related
    Filer's total
    $0 + $457,567 related

  • Tracy Lawyer

    SECRETARY

    Total calculated
    $267,143
    From this org
    $0
    From related orgs
    $237,297
    Other
    $29,846
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,297 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,896 related
    Nontaxable benefits
    $0 + $11,950 related
    Filer's total
    $0 + $267,143 related

  • Laura Sankey

    DIRECTOR

    Total calculated
    $364,806
    From this org
    $0
    From related orgs
    $335,279
    Other
    $29,527
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,279 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $19,627 related
    Filer's total
    $0 + $364,806 related

  • Malesa Litteral

    DIRECTOR

    Total calculated
    $461,173
    From this org
    $0
    From related orgs
    $428,628
    Other
    $32,545
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $428,628 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $22,645 related
    Filer's total
    $0 + $461,173 related

  • Sarah Barth

    VICE PRESIDENT & EXECUTIVE DIRECTOR

    Total calculated
    $274,727
    From this org
    $242,217
    From related orgs
    $0
    Other
    $32,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,081
    Bonus
    $0
    Other
    $2,136
    Deferred
    $7,825
    Nontaxable benefits
    $24,685
    Filer's total
    $274,727

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 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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, LINE 3
AMMS DOES NOT HAVE A COMPENSATION COMMITTEE, THE AMMS BOARD REVIEWS COMPENATION.

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

    C · HOLDING CO. · MI · controlled entity

  • PALLADIAN PARTNERS INC

    C · HEALTH COMMUNICATION SERVICES · MD · controlled entity

    Directly controlled by FEDERAL CONSULTING ASSET MANAGEMENT

Provenance

Return type
form_990
Tax year
2023
Filed
25 October 2024
IRS schema version
2023v5.1
Source object
202413029349302211

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