The Orrin G. Hatch Foundation is an incubator for policy scholarship, a forum for political discourse, a springboard for civic engagement, and a world-class repository of modern american legislative history know as the Orrin G. Hatch collection.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
Run by 7 volunteers and 5 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
4 of 6
filings with a surplus
Average surplus $371K a year · 12% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$230K
to officers and key staff · 25% of spending
Worth a look: pay to officers and key staff is 25% of spending; over 20%.
Pt VII · Sec A
21 mo
of spending, in cash
Plus $15.2M in investments, Pt X · Ln 11–13
Looks good: 20.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $175K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3.1M
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
+1% vs prior year
Spent
$918K
To programs
68%
Net assets
$13.7M
By yearFY2019–FY2024
Revenue
$1.1M
FY2024▲ +1%
Tap a bar for its year
Revenue by fiscal year
FY2019$8.9M
FY2020$3.8M
FY2021$3.0M
FY2022$943K
FY2023$1.1M
FY2024$1.1M
Expenses
$918K
FY2024▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2019$1.9M
FY2020$2.0M
FY2021$9.8M
FY2022$1.0M
FY2023$930K
FY2024$918K
Net assets
$13.7M
FY2024▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2019$18.3M
FY2020$20.1M
FY2021$13.3M
FY2022$10.7M
FY2023$12.0M
FY2024$13.7M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2015.

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

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $623K Management & general 22% · $205K Fundraising 10% · $90K

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

10 people listed on the 990; $230K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$230,000Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Matthew Sandgren’s $230K as Executive Di is at the 90th percentile of top reported officer pay among 3924 $1–10M arts & culture 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 · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020FY2019
Matthew Sandgren$230,000$232,500$230,315$275,015$242,911$304,516
Sam Lyman———$110,385——
Melanie Bowen———$108,888——
Sara Ebert——$80,079$91,264$83,553$76,091

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 Orrin G Hatch Foundation 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

Incubates policy scholarship, hosts political discourse, and promotes civic engagement.

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Provided by the organization

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3 programs · $623K · in their own filed words · FY2024
01

Public policy and civic engagement the organization hosts many senators, foreign policy experts, industry leaders, and top scholars to talk about the challenges our country faces. In-person and virtual events are held regularly, focusing on current legislative issues and bringing together stakeholders for civil, bipartisan solutions.

$425Kprogram expense
02

Hatch center and papers collection the organization works to preserve the legislative legacy of senator orrin g. Hatch by curating and maintaining 42 years of legislative history. Through photographs, news clippings, personal letters, memos, speeches, briefings, committee work, and memorabilia, future generations will understand the…

$113Kprogram expense
03

Center for bipartisanship and the legislative process the organization focuses on bipartisanship and civility through the senate project debate series, which brings together a senator from each side of the aisle for a respectful, policy-focused, televised debate on current issues.

$85Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 6 funders →
Grants paid · 1 grant · $8.0M · 2021–2021
University of UtahUT · FY2021$8,000,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$594K
Investment incomeLn 3$513K
Money outPt IX
$918K
Ln 25
Programscol B$623K
Managementcol C$205K
Fundraisingcol D$90K
Owns and owesPt X
$13.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.6M
Total assetsLn 16$16.9M
LiabilitiesLn 26$3.1M
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$594K
Noncash giftsLn 1g$23K
Fundraising eventsLn 1c$125K
Investment incomeLn 3$513K
Gains on assetsLn 7$44K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$31K
SavingsLn 2$1.6M
Cash and savings togetherLn 1–2$1.6M
InvestmentsLn 11–13$15.2M
Land, buildings, equipmentLn 10c$8K
Other assetsLn 15$102K
Total assetsLn 16$16.9M
LiabilitiesLn 26$3.1M
Net assetsLn 32$13.7M
OperationsPt I, VI
EmployeesI 55
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.5M$1.6M
InvestmentsLn 11–13$15.0M$15.2M
Land, buildings, equipmentLn 10c$8K
Total assetsLn 16$17.0M$16.9M
LiabilitiesLn 26$5.0M$3.1M
Net assetsLn 32$12.0M$13.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$242K$193K$12K$36K
Other salaries and wagesLn 7$213K$155K$37K$22K
Pension plan contributionsLn 8$8K$6K$1K$875
Other employee benefitsLn 9$6K$5K$833
Payroll taxesLn 10$30K$24K$3K$4K
Accounting feesLn 11c$43K$43K
Investment management feesLn 11f$72K$72K
Other fees for servicesLn 11g$171K$166K$250$5K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$20K$11K$6K$3K
OccupancyLn 16$44K$33K$6K$5K
TravelLn 17$10K$8K$307$1K
Depreciation, depletion and amortizationLn 22$444$444
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$48K$22K$18K$8K
Total functional expensesLn 25$918K$623K$205K$90K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.1M$918K$180K$13.7M 990 PDF
FY2023 $1.1M$930K$154K$12.0M 990 PDF
FY2022 $943K$1.0M−$66K$10.7M 990 PDF
FY2021 $3.0M$9.8M−$6.9M$13.3M 990 PDF
FY2020 $3.8M$2.0M$1.8M$20.1M 990 PDF
FY2019 $8.9M$1.9M$7.0M$18.3M 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 FY2024 990 (6 parts)
Part I · Summary $1,097,945 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $578,625$594,043
I-9 Program service revenue$0
I-10 Investment incomePrior year $505,158$513,373
I-11 Other revenuePrior year $203−$9,471
I-12 Total revenuePrior year $1,083,986$1,097,945
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $524,458$498,993
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $405,901$418,647
I-18 Total expensesPrior year $930,359$917,640
I-19 Revenue less expensesPrior year $153,627$180,305
Part VI · Governance 7 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,097,945 across 9 lines filed
VIII-1c Fundraising events$124,543
VIII-1f All other contributions, gifts and grants$469,500
VIII-1g Noncash contributions (included above)$23,000
VIII-1h Total contributions, gifts and grants$594,043
VIII-3 Investment incomeExcluded from tax $469,233$469,233
VIII-7 Net gain or loss on sales of assetsExcluded from tax $44,140$44,140
VIII-8 Net income from fundraising eventsExcluded from tax −$10,471−$10,471
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,000$1,000
VIII-12 Total revenueRelated to mission $1,000 · Excluded from tax $502,902$1,097,945
Part IX · Statement of functional expenses $917,640 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $193,200 · Management $12,075 · Fundraising $36,225$241,500
IX-7 Other salaries and wagesPrograms $154,894 · Management $36,684 · Fundraising $21,842$213,420
IX-8 Pension plan contributionsPrograms $6,225 · Management $1,078 · Fundraising $875$8,178
IX-9 Other employee benefitsPrograms $4,779 · Fundraising $833$5,612
IX-10 Payroll taxesPrograms $23,855 · Management $2,538 · Fundraising $3,890$30,283
IX-11c Accounting feesManagement $43,142$43,142
IX-11f Investment management feesManagement $71,787$71,787
IX-11g Other fees for servicesPrograms $165,689 · Management $250 · Fundraising $5,493$171,432
IX-12 Advertising and promotionFundraising $2,640$2,640
IX-13 Office expensesPrograms $10,527 · Management $6,044 · Fundraising $3,293$19,864
IX-16 OccupancyPrograms $33,049 · Management $6,243 · Fundraising $5,019$44,311
IX-17 TravelPrograms $8,033 · Management $307 · Fundraising $1,224$9,564
IX-22 Depreciation, depletion and amortizationPrograms $444$444
IX-23 InsuranceManagement $7,451$7,451
IX-24 Other expenses (24a–d)Programs $21,823 · Management $17,792 · Fundraising $8,397$48,012
IX-25 Total functional expensesPrograms $622,518 · Management $205,391 · Fundraising $89,731$917,640
Part X · Balance sheet $16,860,504 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,518,217$30,983
X-2 Savings and temporary cash investments$1,556,934
X-10c Land, buildings and equipment, net$7,556
X-11 Publicly traded securitiesStart of year $15,046,852$15,162,765
X-15 Other assets$102,266
X-16 Total assetsStart of year $17,015,069$16,860,504
X-17 Accounts payable and accrued expensesStart of year $11,866$14,526
X-18 Grants payableStart of year $5,000,000$3,000,000
X-25 Other liabilities$102,449
X-26 Total liabilitiesStart of year $5,011,866$3,116,975
X-27 Net assets without donor restrictionsStart of year $11,320,959$13,206,502
X-28 Net assets with donor restrictionsStart of year $682,244$537,027
X-32 Total net assets or fund balancesStart of year $12,003,203$13,743,529
X-33 Total liabilities and net assetsStart of year $17,015,069$16,860,504
Part XI · Reconciliation of net assets $13,743,529 net assets at year end
XI-1 Total revenue$1,097,945
XI-2 Total expenses$917,640
XI-3 Revenue less expenses$180,305
XI-4 Net assets at start of year$12,003,203
XI-5 Net unrealized gains (losses) on investments$1,560,021
XI-10 Net assets at end of year$13,743,529

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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