Altarum Institute

Novi, MI
Tax-exempt since Feb. 1973
EIN: 38-1983442

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Science and Technology Research Institutes, Services / Research Institutes and/or Public Policy Analysis (NTEE)

Donations to this organization are tax deductible.

Revenue

$32.8M (2023)

Expenses

$37.2M (2023)

Total Assets

$59.1M (2023)

Total Liabilities

$13.2M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2023

Revenue

$32,837,053

Expenses

$37,202,575

Net Income

-$4,365,522

Net Assets

$45,875,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$30,084,212	91.6%
Program Services	$4,257,980	13.0%
Investment Income	$816,591	2.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$287,789
Net Fundraising	$0
Sales of Assets	-$2,033,941
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,145,071	8.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$16,739,175	45.0%

Assets/Debt
Total Assets	$59,064,497
Total Liabilities	$13,189,187
Net Assets	$45,875,310

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Monson (President And Ceo)	$822,682	$0	$33,975
Lincoln Smith End 3322 (Former Senior Vice President)	$550,000	$0	$0
Denise Sturm (Evp & Cfo)	$439,527	$0	$18,040
Malesa Litteral (Evp & Cao)	$428,628	$0	$32,545
Laura Sankey (Evp & Cso)	$335,279	$0	$29,527
David Banks End 42624 (Senior Director)	$256,209	$0	$15,937
Tara Fowler (Vice President)	$252,318	$0	$14,636
Rick Keller End 120122 (Former Vice President)	$242,560	$0	$1,321
Tracy Lawyer (Secretary)	$237,297	$0	$29,846
Al Wendt End 111523 (Corporate Manager)	$208,390	$0	-$50,228
Raymond Tabaczka Jr (Corporate Director)	$192,814	$0	$34,968
Barbara Spadfore (Senior Project Manager)	$189,786	$0	$23,023
Kristina Azeem (Senior Director)	$187,724	$0	$4,053
Daniel Armijo End 53121 (Former Svp & Coo)	$183,686	$0	$0
Susan Hayashi (Vice President)	$166,471	$0	$4,967
David Robertson End 4422 (Former Svp & Cfo)	$135,943	$0	$0
Joseph Fifer (Chairman Trustee)	$46,667	$0	$0
Linda Elam (Trustee)	$38,000	$0	$0
Jennie Chin Hansen (Trustee)	$38,000	$0	$0
Kelvin Womack (Trustee)	$35,667	$0	$0
Rosemary Gibson (Trustee)	$31,000	$0	$0
Melanie Bella (Trustee)	$31,000	$0	$0
Bruce Vladeck (Trustee)	$31,000	$0	$0
Thomas Ranese (Trustee)	$31,000	$0	$0
Guy Fish End 42023 (Chairman Trustee)	$17,000	$0	$0

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990

Filed on Oct. 28, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$47,131,892

Expenses

$42,029,762

Net Income

$5,102,130

Net Assets

$48,748,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$41,263,280	87.5%
Program Services	$5,547,176	11.8%
Investment Income	$350,984	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$47,919
Net Fundraising	$0
Sales of Assets	$18,371	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,014,596	4.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$20,189,940	48.0%

Assets/Debt
Total Assets	$67,147,281
Total Liabilities	$18,399,173
Net Assets	$48,748,108

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Monson (President And Ceo)	$767,791	$0	$33,734
Lincoln Smith End 3322 (Senior Vice President)	$592,281	$0	$9,150
David Robertson End 4422 (Svp & Cfo)	$388,309	$0	$340,653
Malesa Litteral (Evp & Cao)	$361,904	$0	$32,025
Daniel Armijo End 53121 (Former Svp & Coo)	$314,891	$0	$0
David Banks (Corporate Director)	$289,974	$0	$18,073
Richard Keller End 120122 (Vice President)	$279,071	$0	$264,120
Laura Sankey (Evp & Cso)	$272,522	$0	$26,475
Denise Sturm (Evp & Cfo)	$270,288	$0	$12,016
Lakshmi Atluri End 111622 (Phs Director)	$266,572	$0	-$26,718
Tara Fowler (Vice President)	$262,639	$0	$14,274
Tracy Lawyer (Secretary)	$232,837	$0	$23,978
Steven Towell End 6822 (Corporate Director/ Former)	$224,845	$0	-$90,905
Vida Bowen (Corporate Director)	$200,946	$0	$13,654
Sheryl Mathis End 102822 (Ph Director)	$186,491	$0	$7,667
Guy Fish End 42023 (Chairman Trustee)	$51,000	$0	$0
Joseph Fifer (Vice Chairman Trustee)	$38,000	$0	$0
Linda Elam (Trustee)	$38,000	$0	$0
Jennie Chin Hansen (Trustee)	$38,000	$0	$0
Rosemary Gibson (Trustee)	$31,000	$0	$0
Kelvin Womack (Trustee)	$31,000	$0	$0
Melanie Bella (Trustee)	$31,000	$0	$0
Bruce Vladeck (Trustee)	$31,000	$0	$0
Gerald Croan End 3322 (Trustee)	$7,750	$0	$0

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990

Filed on Nov. 1, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$34,183,665

Expenses

$38,100,950

Net Income

-$3,917,285

Net Assets

$41,420,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$29,300,342	85.7%
Program Services	$4,558,679	13.3%
Investment Income	$344,934	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$29,848
Net Fundraising	$0
Sales of Assets	$9,558	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,852,475	12.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$16,411,877	43.1%

Assets/Debt
Total Assets	$56,576,753
Total Liabilities	$15,156,715
Net Assets	$41,420,038

Compensation

Key Employees and Officers	Compensation	Related	Other
Lincoln Smith (Senior Vice President)	$1,180,331	$0	$40,751
Daniel Armijo End 53121 (Former Svp & Coo)	$465,375	$0	$565,545
David Robertson (Svp & Cfo)	$420,454	$0	$41,333
Michael Monson (President And Ceo)	$365,417	$0	$14,000
Malesa Litteral (Svp & Chro)	$309,938	$0	$35,597
Tracy Lawyer (Asst. Secretary)	$274,665	$0	$60,036
Steven Towell (Corporate Director/ Former)	$238,599	$0	$67,041
Tara Fowler (Vice President)	$237,519	$0	$56,372
David Banks (Corporate Director)	$237,009	$0	$86,645
Richard Keller (Vice President)	$236,218	$0	$114,966
Raena Akin Deko End 81321 (Vice President)	$205,268	$0	$8,020
Lisa Tompkins Brown End 62521 (Vice President)	$202,994	$0	$4,146
Anya Day Poljanac (Vice President)	$188,216	$0	$64,589
Laura Sankey (Svp & Cos)	$144,749	$0	$16,464
Guy Fish (Chairman Trustee)	$51,000	$0	$0
Joseph Fifer (Vice Chairman Trustee)	$38,000	$0	$0
Gerald Croan (Trustee)	$38,000	$0	$0
Jennie Chin Hansen (Trustee)	$38,000	$0	$0
Linda Elam (Trustee)	$36,250	$0	$0
Rosemary Gibson (Trustee)	$31,000	$0	$0
Kelvin Womack (Trustee)	$31,000	$0	$0
Ronald J Gardhouse End 033121 (Trustee)	$9,500	$0	$0

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990

Filed on Nov. 2, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$43,562,046

Expenses

$40,520,905

Net Income

$3,041,141

Net Assets

$46,417,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$17,661,228	40.5%
Program Services	$20,156,175	46.3%
Investment Income	$257,752	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$45,577	0.1%
Net Fundraising	$0
Sales of Assets	$5,441,314	12.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,989,066	9.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$18,658,246	46.0%

Assets/Debt
Total Assets	$61,464,116
Total Liabilities	$15,047,116
Net Assets	$46,417,000

Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2019

Revenue

$50,041,977

Expenses

$50,758,019

Net Income

-$716,042

Net Assets

$44,034,394

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$19,677,155	39.3%
Program Services	$29,910,692	59.8%
Investment Income	$292,838	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$185,190	0.4%
Net Fundraising	$0
Sales of Assets	-$23,911
Net Inventory Sales	$0
Other Revenue	$13	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,511,727	8.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$21,179,567	41.7%

Assets/Debt
Total Assets	$64,267,064
Total Liabilities	$20,232,670
Net Assets	$44,034,394

Compensation

Key Employees and Officers	Compensation	Related	Other
Lincoln Smith (President And Ceo)	$1,342,036	$0	$415,735
Daniel Armijo (Svp & Coo)	$677,055	$0	$302,185
Sheena Gill End 123119 (Svp, Cao, Gc)	$517,245	$0	$25,703
David Robertson (Svp & Cfo)	$343,545	$0	$205,406
Steven Towell End 11518 (Corporate Director/ Former Officer)	$319,863	$0	$129,141
Katherine Dimeo End 51419 (Former Vp)	$296,440	$0	-$6,448
Tracy Lawyer (Asst. Secretary)	$258,509	$0	$126,309
Alicia Torres End 8618 (Former Officer)	$256,000	$0	$0
Dorcas Lynn (Center Director)	$220,865	$0	$17,321
Richard Keller (Center Director)	$217,877	$0	$81,540
Tara Fowler (Center Director)	$195,432	$0	$64,370
Sandra Ziebold (Corporate Director)	$181,034	$0	$94,376
Matthew Beatty (Director Of Analytics)	$76,313	$117,440	$36,590
Rosemary Gibson (Chairman Trustee)	$57,500	$0	$0
Ronald J Gardhouse (Vice Chairman Trustee)	$44,500	$0	$0
Gerald Croan (Trustee)	$44,000	$0	$0
Joseph Fifer (Trustee)	$38,500	$0	$0
Jennie Chin Hansen (Trustee)	$36,000	$0	$0
Guy Fish (Trustee)	$34,000	$0	$0
Karen Aldridge Eason (Trustee)	$31,500	$0	$0
Linda Elam (Trustee)	$12,000	$0	$0

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990

Filed on Nov. 10, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$50,692,252

Expenses

$50,876,276

Net Income

-$184,024

Net Assets

$43,866,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$18,906,559	37.3%
Program Services	$31,289,476	61.7%
Investment Income	$391,996	0.8%
Bond Proceeds	$0
Royalties	$2,277	0.0%
Rental Property Income	$72,775	0.1%
Net Fundraising	$0
Sales of Assets	$29,150	0.1%
Net Inventory Sales	$0
Other Revenue	$19	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$5,119,665	10.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$18,942,227	37.2%

Assets/Debt
Total Assets	$67,414,210
Total Liabilities	$23,548,177
Net Assets	$43,866,033

Compensation

Key Employees and Officers	Compensation	Related	Other
Lincoln Smith (President And Ceo)	$1,007,191	$0	$663,806
Daniel Armijo (Svp & Coo)	$783,274	$0	$438,546
Alicia Torres End 8618 (Former Officer)	$760,041	$0	$31,286
Sheena Gill (Svp, Cao, Gc)	$415,131	$0	$278,425
Katherine Dimeo (Vp)	$338,334	$0	$332,836
Douglas Gilbert End 83117 (Former Officer)	$329,135	$0	$0
Francois De Brantes End 31618 (Former Officer)	$294,935	$0	$4,556
Steven Towell End 11518 (Former Officer)	$293,049	$0	$127,833
James Lee End 123117 (Former Officer)	$272,378	$0	$27,553
Dorcas Lynn (Center Director)	$269,744	$0	$30,101
Tracy Lawyer (Asst. Secretary)	$222,884	$0	$105,808
Richard Keller (Center Director)	$216,793	$0	$79,247
Douglas Emery (Center Director)	$216,779	$0	$44,051
Eric Gelman (Group Deputy Director)	$214,932	$0	$1,265
Glen Greenlee (Vp, Change Mgmt)	$193,370	$0	$9,936
David Robertson Beg 81618 (Vp & Cfo)	$127,926	$0	$124,504
Rosemary Gibson (Chairman Trustee)	$58,000	$0	$0
Ronald J Gardhouse (Vice Chairman Trustee)	$43,000	$0	$0
Guy Fish (Trustee)	$42,500	$0	$0
Gerald Croan (Trustee)	$40,500	$0	$0
Joseph Fifer (Trustee)	$34,000	$0	$0
Karen Aldridge Eason (Trustee)	$31,500	$0	$0
Jennie Chin Hansen (Trustee)	$31,500	$0	$0

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990

Filed on Nov. 15, 2019

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2017

Revenue

$56,892,820

Expenses

$59,289,157

Net Income

-$2,396,337

Net Assets

$40,343,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$19,457,251	34.2%
Program Services	$37,413,041	65.8%
Investment Income	$53,208	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$45,424
Net Fundraising	$0
Sales of Assets	-$4,014
Net Inventory Sales	$0
Other Revenue	$18,758	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,769,500	11.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$22,286,961	37.6%

Assets/Debt
Total Assets	$65,452,862
Total Liabilities	$25,109,268
Net Assets	$40,343,594

Compensation

Key Employees and Officers	Compensation	Related	Other
Lincoln T Smith (President And Ceo, Secretary)	$995,010	$0	$498,195
Alicia Torres (Senior Vp & Cfo, Treasurer)	$565,990	$0	$263,672
Katherine A Dimeo (Vp, Group Director)	$535,597	$0	$136,370
Daniel C Armijo (Svp & Coo)	$504,710	$0	$295,178
James Lee End 123117 (Vp, Business Develop Officer)	$426,957	$0	$94,205
Douglas R Gilbert End 83117 (Vp And Corporate Controller)	$391,474	$0	$26,704
Steven J Towell (Vp, Corp Information & Tech)	$293,102	$0	$142,143
Eric P Gelman (Group Deputy Director)	$271,321	$0	$26,578
Glen Greenlee (Vp, Change Mgmt)	$264,750	$0	$61,557
Francois De Brantes Beg 1117 (Vp)	$263,047	$0	$23,301
Joann Lynn (Center Director)	$246,289	$0	$65,907
Tracy Lawyer (Asst. Secretary)	$226,646	$0	$82,802
Christian Weaver (Project Director)	$221,350	$0	$13,221
Richard Keller (Center Director)	$212,989	$0	$84,116
Terry Owens (Former Officer)	$208,555	$0	$809
Ryan Lay End 13117 (Vp, Group Director)	$177,670	$0	$3,860
Sheena Gill Beg 41217 (Svp, Cao, Gc)	$162,469	$0	$194,534
Rosemary Gibson (Chairman Trustee)	$50,500	$0	$0
Ronald J Gardhouse (Vice Chairman Trustee)	$37,500	$0	$0
Guy Fish (Trustee)	$36,500	$0	$0
Gerald Croan (Trustee)	$29,000	$0	$0
Jennie Chin Hansen (Trustee)	$28,500	$0	$0
Karen Aldridge Eason (Trustee)	$28,250	$0	$0
Joseph Fifer (Trustee Beg 1/1/17)	$21,000	$0	$0
Marvin Mc Kinney (Trustee (End 2/16/17))	$16,000	$0	$0
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990

Filed on Nov. 14, 2018

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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This audit found:

Significant deficiency in internal controls

Fiscal Year Ending Dec.
2016

Revenue

$61,604,862

Expenses

$59,983,856

Net Income

$1,621,006

Net Assets

$34,406,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$24,298,403	39.4%
Program Services	$36,838,198	59.8%
Investment Income	$6,135	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$4,818
Net Inventory Sales	$0
Other Revenue	$466,944	0.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,585,559	11.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$24,296,603	40.5%

Assets/Debt
Total Assets	$69,519,482
Total Liabilities	$35,112,583
Net Assets	$34,406,899

Compensation

Key Employees and Officers	Compensation	Related	Other
Lincoln T Smith Secretary (President And Ceo)	$922,573	$0	$778,646
Alicia Torres (Treasurer, Senior Vp & Cfo)	$428,035	$0	$418,731
Daniel C Armijo (Vp, Group Director)	$399,729	$0	$379,276
Douglas R Gilbert (Vp And Corporate Controller)	$366,383	$0	$256,837
Ryan Lay (Vp, Group Director)	$346,531	$0	$331,277
Timothy P Borchert (Group Deputy Director)	$325,318	$0	$168,563
Glen Greenlee (Vp, Change Mgmt)	$306,370	$0	$106,041
Steven J Towell (Vp, Corp Informatioin & Tech)	$291,866	$0	$189,540
James A Lee (Vp, Business Develop Officer)	$278,094	$0	$322,126
Eric P Gelman (Group Deputy Director)	$260,734	$0	$90,444
Joa Anne Lynn (Center Director)	$259,100	$0	$102,789
Robert Mirel Thru 111016 (Practice Area Lead)	$251,190	$0	$14,476
Katherine A Dimeo (Vp, Group Director)	$248,891	$0	$257,298
Terry R Owens (Vp (Thru 12/30/16))	$247,115	$0	$38,768
Rosemary Gibson (Trustee)	$37,458	$0	$0
Ronald J Gardhouse (Vice Chairman Trustee)	$32,250	$0	$0
Guy Fish (Trustee)	$30,625	$0	$0
Marvin Mc Kinney (Trustee)	$30,500	$0	$0
Karen Aldridge Eason (Trustee)	$23,875	$0	$0
Jerry Croan (Trustee)	$23,875	$0	$0
Alonzo Plough (Trustee)	$19,875	$0	$0
Mary Ousley Thru 21816 (Chairman Trustee)	$14,292	$0	$0
Jennie Chin Hansen (Trustee (Beg 4/14/16))	$11,000	$0	$0

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990

Filed on Nov. 15, 2017

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2015

Revenue

$57,595,464

Expenses

$56,657,630

Net Income

$937,834

Net Assets

$33,160,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$19,433,544	33.7%
Program Services	$37,901,282	65.8%
Investment Income	$10,638	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$250,000	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,089,858	10.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$20,634,704	36.4%

Assets/Debt
Total Assets	$73,080,361
Total Liabilities	$39,920,043
Net Assets	$33,160,318

Compensation

Key Employees and Officers	Compensation	Related	Other
Lincoln T Smith Secretary (President And Ceo)	$745,947	$0	$743,820
Alicia Torres Treasurer (Senior Vp & Cfo)	$370,193	$0	$352,789
James A Lee (Vp, Business Develop Officer)	$363,260	$0	$165,361
Daniel C Armijo (Vp, Group Director)	$343,609	$0	$275,558
Glen Greenlee (Vp, Group Director)	$316,813	$0	$103,317
Ryan Lay (Vp, Group Director)	$313,565	$0	$261,630
Eric P Gelman (Group Deputy Director)	$284,265	$0	$80,904
Katherine A Dimeo (Vp, Group Director)	$276,598	$0	$151,281
Douglas R Gilbert (Vp And Corporate Controller)	$274,675	$0	$258,057
Timothy P Borchert (Group Deputy Director)	$247,743	$0	$173,543
Karen Metscher Thru 82515 (Practice Area Lead)	$235,557	$0	$23,942
Steven J Towell (Vp, Corp Informatioin & Tech)	$235,043	$0	$199,248
Joa Anne Lynn (Center Director)	$218,267	$0	$108,823
Richard A Keller (Center Director)	$187,217	$0	$73,431
Terry R Owens Eff 52615 (Vp)	$109,583	$0	$128,765
Mary Ousley (Chairman Trustee)	$26,750	$0	$0
Rosemary Gibson (Trustee)	$22,469	$0	$0
Marvin Mc Kinney (Trustee)	$19,500	$0	$0
Ronald J Gardhouse (Vice Chairman Trustee)	$18,875	$0	$0
Guy Fish (Trustee)	$18,625	$0	$0
Karen Aldridge Eason (Trustee)	$18,167	$0	$0
Jerry Croan (Trustee)	$17,375	$0	$0
Alonzo Plough (Trustee)	$13,500	$0	$0
Maxine Hayes Thru 21815 (Vice Chairman Trustee)	$5,375	$0	$0

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990

Filed on Nov. 8, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2014

Revenue

$59,893,519

Expenses

$59,453,027

Net Income

$440,492

Net Assets

$31,871,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,684,372	17.8%
Program Services	$48,723,532	81.4%
Investment Income	$10,615	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$475,000	0.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$5,610,160	9.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$21,695,644	36.5%

Assets/Debt
Total Assets	$73,701,249
Total Liabilities	$41,829,521
Net Assets	$31,871,728

Compensation

Key Employees and Officers	Compensation	Related	Other
Lincoln T Smith (President And Ceo)	$746,643	$0	$571,811
Michael N Potter (Senior Vp & Coo (Thru 6/13/14))	$388,891	$0	$70,881
James A Lee (Vp, Business Develop Officer)	$365,433	$0	$151,508
Glen Greenlee (Vp, Group Director)	$357,583	$0	$255,642
Daniel C Armijo (Vp, Group Director)	$309,795	$0	$170,013
Ryan Lay (Vp, Group Director)	$298,601	$0	$195,741
Eric P Gelman (Group Deputy Director)	$247,304	$0	$67,383
Namratha Swamy Thru 71814 (Group Deputy Director)	$241,150	$0	$27,395
Douglas R Gilbert (Vp And Corporate Controller)	$240,334	$0	$208,816
Patricia H Ferguson (Former Officer)	$231,348	$0	$0
Nancy Weatherford (Group Deputy Director)	$208,874	$0	$74,998
Steven J Towell (Vp, Corp Informatioin & Tech)	$208,590	$0	$150,161
Timothy P Borchert (Group Deputy Director)	$206,946	$0	$145,502
Mark A Kielb (Former Officer)	$200,858	$0	$0
Joanne Lynn (Center Director)	$198,820	$0	$114,568
Alicia Torres (Senior Vp & Cfo)	$195,458	$0	$304,535
Katherine A Dimeo (Vp, Group Dir. (Eff 5/13/14))	$129,664	$0	$100,935
Mary Ousley (Chairman Trustee)	$32,750	$0	$0
Ronald J Gardhouse (Trustee)	$25,375	$0	$0
Marvin Mc Kinney (Trustee)	$23,625	$0	$0
Karen Aldridge Eason (Trustee)	$22,125	$0	$0
Alonzo Plough (Trustee)	$21,125	$0	$0
David J Brophy (Trustee)	$20,625	$0	$0
Maxine Hayes (Vice Chairman Trustee)	$20,250	$0	$0
Edward D Martin Md (Trustee (Thru 3/4/14))	$6,500	$0	$0
See filing for compensation of 3 other people →

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990

Filed on Nov. 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$63,049,491

Expenses

$64,951,913

Net Income

-$1,902,422

Net Assets

$32,449,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$16,087,478	25.5%
Program Services	$47,098,231	74.7%
Investment Income	$19,807	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$37,005
Net Inventory Sales	$0
Other Revenue	-$119,020

Notable Expenses		Percent of Total Expenses
Executive Compensation	$7,583,346	11.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$20,597,924	31.7%

Assets/Debt
Total Assets	$75,797,312
Total Liabilities	$43,347,855
Net Assets	$32,449,457

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Lincoln T Smith (President And Ceo)	$740,443	$0	$518,862
Mark A Kielb (Senior Vp & Cfo (Thru 5/15/13))	$706,349	$0	$67,913
Patricia H Ferguson (Senior Vp (Thru 6/15/13))	$557,955	$0	$158,313
Jeff G Moore (Snr Vp & Sec (Thru 6/15/13))	$554,139	$0	$62,548
Jesse Milan Jr (Vp, Group Dir (Thru 6/01/13))	$406,430	$0	$99,720
Michael N Potter (Senior Vp And Coo)	$398,127	$0	$221,181
Glen Greenlee (Vp, Group Director)	$368,528	$0	$268,769
James A Lee (Vp, Business Develop Officer)	$318,517	$0	$217,416
Ryan Lay (Vp, Group Director)	$256,051	$0	$245,139
Eric P Gelman (Group Deputy Director)	$247,304	$0	$58,357
Daniel C Armijo (Vp, Group Director)	$237,096	$0	$184,906
Douglas R Gilbert (Vp And Corporate Controller)	$231,315	$0	$195,340
Elaine C Ehresmann (Grp Dpty Dir (Thru 4/10/13))	$218,499	$0	$5,910
Catherine A Call (Practice Area Lead)	$196,715	$0	$53,017
Steven J Towell (Vp, Corp Informatioin & Tech)	$196,317	$0	$144,639
Nancy Weatherford (Group Deputy Director)	$193,356	$0	$81,095
Joanne Lynn (Center Director)	$190,809	$0	$98,538
Mary Ousley (Chairman Trustee)	$33,167	$0	$0
Ronald J Gardhouse (Vice Chairman Trustee)	$29,000	$0	$0
Edward D Martin Md (Trustee)	$24,625	$0	$0
David J Brophy (Trustee)	$23,250	$0	$0
Maxine Hayes (Trustee)	$21,708	$0	$0
Marvin Mc Kinney (Trustee)	$21,625	$0	$0
Karen Aldridge Eason (Trustee)	$21,000	$0	$0
Alicia Torres (Senior Vp & Cfo (Eff 10/29/13))	$20,994	$0	$6,838
See filing for compensation of 2 other people →

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990

Filed on Nov. 7, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$66,399,593

Expenses

$71,030,242

Net Income

-$4,630,649

Net Assets

$34,226,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$16,603,837	25.0%
Program Services	$50,061,007	75.4%
Investment Income	$16,374	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$102,271
Net Inventory Sales	$0
Other Revenue	-$179,354

Notable Expenses		Percent of Total Expenses
Executive Compensation	$7,540,242	10.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$19,031,440	26.8%

Assets/Debt
Total Assets	$81,941,093
Total Liabilities	$47,714,131
Net Assets	$34,226,962

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$66,417,584

Expenses

$70,723,563

Net Income

-$4,305,979

Net Assets

$34,134,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$13,525,527	20.4%
Program Services	$53,073,737	79.9%
Investment Income	-$942
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$4,590	0.0%
Net Fundraising	$0
Sales of Assets	-$22,969
Net Inventory Sales	$0
Other Revenue	-$162,359

Notable Expenses		Percent of Total Expenses
Executive Compensation	$8,340,760	11.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$18,055,845	25.5%

Assets/Debt
Total Assets	$84,138,466
Total Liabilities	$50,003,922
Net Assets	$34,134,544

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Altarum Institute

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $32.8M (2023)

Expenses $37.2M (2023)

Total Assets $59.1M (2023)

Total Liabilities $13.2M (2023)

Tax Filings and Audits by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Audit

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Revenue

$32.8M (2023)

Expenses

$37.2M (2023)

Total Assets

$59.1M (2023)

Total Liabilities

$13.2M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
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Fiscal Year Ending Sept.
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Fiscal Year Ending Sept.
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Fiscal Year Ending Sept.
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Fiscal Year Ending Sept.
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Fiscal Year Ending Sept.
2001