ALTARUM INSTITUTE

EIN: 381983442 501(c)(3) Science & Technology

NOVI, MI

Total Revenue
$32,837,053
Total Expenses
$37,202,575
Total Assets
$59,064,497
Net Assets
$45,875,310
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
MI
Principal Officer
MICHAEL MONSON
Phone
7343024600
Tax Period
2023-01-01 to 2023-12-31

ALTARUM INSTITUTE, founded in 1972, is a mid-sized nonprofit in the Science & Technology sector that reported $32.8M in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $37.2M exceeded revenue, resulting in a 13% operating deficit.

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.

Program Service Accomplishments

Program 1
Expenses: $19,317,205 Revenue: $34,342,130

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $30,084,212
Program Service Revenue $4,257,980
Investment Income $-1,217,350
Other Revenue $-287,789
TOTAL REVENUE $32,837,053

Expense Breakdown

Grants Paid $0
Salaries & Benefits $22,789,329
Fundraising Expenses $1,275,384
Program Expenses $19,317,205
Other Expenses $14,413,246
TOTAL EXPENSES $37,202,575

Year-over-Year Comparison

2023 2022 Change
Revenue $32,837,053 $47,131,892 -0.3%
Expenses $37,202,575 $42,029,762 -0.1%
Net Income $-4,365,522 $5,102,130 -1.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
8
Employees
240
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$2,845,738
Total Directors
10
$1,155,991
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GUY FISH END 42023 CHAIRMAN TRUSTEE 3.00
Director
$17,000 $0 $17,000
JOSEPH FIFER CHAIRMAN TRUSTEE 3.00
Director
$46,667 $0 $46,667
LINDA ELAM TRUSTEE 3.00
Director
$38,000 $0 $38,000
ROSEMARY GIBSON TRUSTEE 3.00
Director
$31,000 $0 $31,000
JENNIE CHIN HANSEN TRUSTEE 3.00
Director
$38,000 $0 $38,000
KELVIN WOMACK TRUSTEE 3.00
Director
$35,667 $0 $35,667
MELANIE BELLA TRUSTEE 3.00
Director
$31,000 $0 $31,000
BRUCE VLADECK TRUSTEE 3.00
Director
$31,000 $0 $31,000
THOMAS RANESE TRUSTEE 1.00
Director
$31,000 $0 $31,000
MICHAEL MONSON PRESIDENT AND CEO 40.00
Officer Director
$822,682 $33,975 $856,657
DENISE STURM EVP & CFO 40.00
Officer
$439,527 $18,040 $457,567
MALESA LITTERAL EVP & CAO 40.00
Officer
$428,628 $32,545 $461,173
LAURA SANKEY EVP & CSO 40.00
Officer
$335,279 $29,527 $364,806
TARA FOWLER VICE PRESIDENT 40.00
Officer
$252,318 $14,636 $266,954
TRACY LAWYER SECRETARY 40.00
Officer
$237,297 $29,846 $267,143
SUSAN HAYASHI VICE PRESIDENT 40.00
Officer
$166,471 $4,967 $171,438
DAVID BANKS END 42624 SENIOR DIRECTOR 40.00
Highest
$256,209 $15,937 $272,146
RAYMOND TABACZKA JR CORPORATE DIRECTOR 40.00
Highest
$192,814 $34,968 $227,782
BARBARA SPADFORE SENIOR PROJECT MANAGER 40.00
Highest
$189,786 $23,023 $212,809
KRISTINA AZEEM SENIOR DIRECTOR 40.00
Highest
$187,724 $4,053 $191,777
AL WENDT END 111523 CORPORATE MANAGER 40.00
Highest
$208,390 $-50,228 $158,162
LINCOLN SMITH END 3322 FORMER SENIOR VICE PRESIDENT 0.00
$550,000 $0 $550,000
RICK KELLER END 120122 FORMER VICE PRESIDENT 0.00
$242,560 $1,321 $243,881
DANIEL ARMIJO END 53121 FORMER SVP & COO 0.00
$183,686 $0 $183,686
DAVID ROBERTSON END 4422 FORMER SVP & CFO 0.00
$135,943 $0 $135,943
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $32,837,053 $37,202,575 $59,064,497 $-4,365,522
2022 $47,131,892 $42,029,762 $67,147,281 $5,102,130
2021 $34,183,665 $38,100,950 $56,576,753 $-3,917,285
2019 $50,041,977 $50,758,019 $64,267,064 $-716,042
2018 $50,692,252 $50,876,276 $67,414,210 $-184,024
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