To improve patient care through Research that shapes medical policies and practice.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
$2.8M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.4M a year · 7% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.8M
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $7.6M in investments, Pt X · Ln 11–13
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $159K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.4M
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 12 voting members
Looks good: 11 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$20.7M
-17% vs prior year
Spent
$20.3M
To programs
66%
Net assets
$14.2M
By yearFY2020–FY2024
Revenue
$20.7M
FY2023▼ -17%
Tap a bar for its year
Revenue by fiscal year
FY2020$21.3M
FY2021$18.4M
FY2022$24.8M
FY2023$20.7M
FY2024$20.4M
Expenses
$20.3M
FY2023▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$20.4M
FY2021$18.0M
FY2022$20.9M
FY2023$20.3M
FY2024$19.0M
Net assets
$14.2M
FY2023▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$9.1M
FY2021$9.4M
FY2022$13.4M
FY2023$14.2M
FY2024$16.0M

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $13.4M Management & general 34% · $6.9M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $2.8M paid to officers and key staff.

Part VII, Section A · reportable compensation
$628,484Pt VII · Sec A
$293,449Pt VII · Sec A
VP Strategic
$288,257Pt VII · Sec A
VP Informati
$284,841Pt VII · Sec A
$267,231Pt VII · Sec A
SR. Resrch S
$241,956Pt VII · Sec A
Scientific D
$206,570Pt VII · Sec A
Research Sci
$187,342Pt VII · Sec A

Christopher Spera’s $693K as President is at the 79th percentile of top reported officer pay among 127 $10–100M medical research nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Christopher Spera$693,127$628,484$502,115$54,808—
Robert Merion——$212,195$576,827$593,747
Eric Young—$241,956$251,026$307,868$302,820
Chauncey Lynch II$284,062$293,449$202,150——
Shanthy Edward—$288,257$207,903——
Bruce Robinson——$272,097$287,010$281,541
David Dickinson$275,236$284,841$248,001$227,470$222,024
Roberto F Silva Pecoitis Filho$262,824$267,231$211,429$206,642$184,899

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Arbor Research Collaborative for Health executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves patient care by researching and shaping medical policies and practice.

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Provided by the organization

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3 programs · $13.4M · in their own filed words · FY2023
01

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.

$4.9Mprogram expense
02

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.

$4.4Mprogram expense
03

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…

$4.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$159K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$20.7M
Ln 12
Fees for servicesLn 2g$15.4M
Gifts and grantsLn 1h$5.1M
Investment incomeLn 3$147K
Money outPt IX
$20.3M
Ln 25
Programscol B$13.4M
Managementcol C$6.9M
Owns and owesPt X
$14.2M
net assets · Ln 32
Cash and savingsLn 1–2$4.2M
Total assetsLn 16$17.6M
LiabilitiesLn 26$3.4M
PeoplePt VI, VII
21
listed · VII A
PaidVII A21
Voting boardVI 1a12
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.1M
Government grantsLn 1e$5.1M
Fees for servicesLn 2g$15.4M
Investment incomeLn 3$147K
Other incomeLn 4–11$496
Gains on assetsLn 7−$1K
Total revenueLn 12$20.7M
Assets in detailPt X, end of year
CashLn 1$4.2M
Cash and savings togetherLn 1–2$4.2M
InvestmentsLn 11–13$7.6M
Land, buildings, equipmentLn 10c$152K
Other assetsLn 15$860K
Total assetsLn 16$17.6M
LiabilitiesLn 26$3.4M
Net assetsLn 32$14.2M
OperationsPt I, VI
EmployeesI 5121
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$4.2M
InvestmentsLn 11–13$3.1M$7.6M
Land, buildings, equipmentLn 10c$115K$152K
Total assetsLn 16$18.2M$17.6M
LiabilitiesLn 26$4.9M$3.4M
Net assetsLn 32$13.4M$14.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.9M$152K$1.8M
Other salaries and wagesLn 7$9.7M$7.8M$1.9M
Pension plan contributionsLn 8$1.1M$816K$252K
Other employee benefitsLn 9$1.9M$1.4M$549K
Payroll taxesLn 10$857K$595K$261K
Legal feesLn 11b$71K$71K
Accounting feesLn 11c$76K$76K
Investment management feesLn 11f$28K$28K
Other fees for servicesLn 11g$1.4M$1.3M$103K
Office expensesLn 13$860K$324K$536K
OccupancyLn 16$322K$122K$201K
TravelLn 17$128K$96K$31K
Conferences, conventions and meetingsLn 19$138K$104K$34K
Depreciation, depletion and amortizationLn 22$262K$225K$37K
InsuranceLn 23$79K$79K
Other expenses (24a–d)Ln 24$1.3M$458K$885K
All other expensesLn 24e$544$544
Total functional expensesLn 25$20.3M$13.4M$6.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $20.4M$19.0M$1.3M$16.0M 990 PDF
FY2023 Viewing $20.7M$20.3M$417K$14.2M 990 PDF
FY2022 $24.8M$20.9M$3.9M$13.4M 990 PDF
FY2021 $18.4M$18.0M$315K$9.4M 990 PDF
FY2020 $21.3M$20.4M$961K$9.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $20,668,892 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $14,110,850$5,142,029
I-9 Program service revenuePrior year $8,021,541$15,379,544
I-10 Investment incomePrior year $2,607,197$146,823
I-11 Other revenuePrior year $71,423$496
I-12 Total revenuePrior year $24,811,011$20,668,892
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $13,867,798$15,495,212
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $7,003,464$4,756,314
I-18 Total expensesPrior year $20,871,262$20,251,526
I-19 Revenue less expensesPrior year $3,939,749$417,366
Part VI · Governance 11 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $20,668,892 across 7 lines filed
VIII-1e Government grants$5,142,029
VIII-1h Total contributions, gifts and grants$5,142,029
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,379,544$15,379,544
VIII-3 Investment incomeExcluded from tax $148,216$148,216
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$1,393−$1,393
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $496$496
VIII-12 Total revenueRelated to mission $15,379,544 · Excluded from tax $147,319$20,668,892
Part IX · Statement of functional expenses $20,251,526 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $151,523 · Management $1,780,613$1,932,136
IX-7 Other salaries and wagesPrograms $7,788,955 · Management $1,939,118$9,728,073
IX-8 Pension plan contributionsPrograms $815,659 · Management $251,997$1,067,656
IX-9 Other employee benefitsPrograms $1,362,216 · Management $548,627$1,910,843
IX-10 Payroll taxesPrograms $595,306 · Management $261,198$856,504
IX-11b Legal feesManagement $71,149$71,149
IX-11c Accounting feesManagement $76,300$76,300
IX-11f Investment management feesManagement $27,919$27,919
IX-11g Other fees for servicesPrograms $1,345,509 · Management $103,096$1,448,605
IX-13 Office expensesPrograms $323,938 · Management $536,412$860,350
IX-16 OccupancyPrograms $121,844 · Management $200,593$322,437
IX-17 TravelPrograms $96,282 · Management $31,289$127,571
IX-19 Conferences, conventions and meetingsPrograms $103,845 · Management $33,747$137,592
IX-22 Depreciation, depletion and amortizationPrograms $225,003 · Management $36,625$261,628
IX-23 InsuranceManagement $79,093$79,093
IX-24 Other expenses (24a–d)Programs $457,966 · Management $885,160$1,343,126
IX-24e All other expensesManagement $544$544
IX-25 Total functional expensesPrograms $13,388,046 · Management $6,863,480 · Fundraising $0$20,251,526
Part X · Balance sheet $17,594,396 assets, 16 lines filed
X-1 Cash, non-interest-bearing$4,217,548
X-3 Pledges and grants receivableStart of year $2,831,306$514,656
X-4 Accounts receivableStart of year $1,784,209$3,190,531
X-9 Prepaid expenses and deferred chargesStart of year $583,111$622,185
X-10c Land, buildings and equipment, netStart of year $114,759$151,525
X-11 Publicly traded securitiesStart of year $3,110,394$7,641,669
X-14 Intangible assetsStart of year $309,193$395,878
X-15 Other assetsStart of year $1,007,115$860,404
X-16 Total assetsStart of year $18,222,667$17,594,396
X-17 Accounts payable and accrued expensesStart of year $3,042,318$2,185,587
X-19 Deferred revenueStart of year $577,215$361,690
X-25 Other liabilitiesStart of year $990,665$853,387
X-26 Total liabilitiesStart of year $4,857,279$3,400,664
X-27 Net assets without donor restrictionsStart of year $13,365,388$14,193,732
X-32 Total net assets or fund balancesStart of year $13,365,388$14,193,732
X-33 Total liabilities and net assetsStart of year $18,222,667$17,594,396
Part XI · Reconciliation of net assets $14,193,732 net assets at year end
XI-1 Total revenue$20,668,892
XI-2 Total expenses$20,251,526
XI-3 Revenue less expenses$417,366
XI-4 Net assets at start of year$13,365,388
XI-5 Net unrealized gains (losses) on investments$410,978
XI-10 Net assets at end of year$14,193,732

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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