Orrin G Hatch Foundation FY2019 filing

Tax-deductible

Salt Lake Cty, UT501(c)(3)Arts & CultureEIN 47-4823732Revenue $8.9M in FY2019

On file with the IRS411 E South Temple, 84111-1302 · Salt Lake Cty, UTTax-exempt since Dec 2015Publicly supported charity — 170(b)(1)(A)(vi)

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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.
35¢ of each $1 spent went to programs.
$381K 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

FY2019 · 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
35%
of spending
Concern: 35% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$381K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
101 mo
of spending, in cash
Looks good: 100.9 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
$26K
0.1% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.9M
Spent
$1.9M
To programs
35%
Net assets
$18.3M
By yearFY2019–FY2024
Revenue
$8.9M
FY2019
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
$1.9M
FY2019
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
$18.3M
FY2019
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 FY2019 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2019 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 Dec 2015.

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

Where the money goes

35 cents of each dollar spent went to programs.

Program services 35% · $687K Management & general 18% · $342K Fundraising 47% · $916K

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

8 people listed on the 990; $381K paid to officers and key staff.

Part VII, Section A · reportable compensation
Boardmember
$304,516Pt VII · Sec A
Director
$76,091Pt VII · Sec A
$0Pt VII · Sec A
$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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1 program · $687K · in their own filed words · FY2019
01

The organization increased programming in 2019, bringing varied stakeholders to the table to discuss current public policy issues including: protecting religious liberty, modernizing copyright and licensing laws, safeguarding americas cybersecurity, and encouraging civility and respect in public discourse.

$687Kprogram 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 FY2019 990, line by line.

1The main four
Money inPt VIII
$8.9M
Ln 12
Gifts and grantsLn 1h$9.0M
Investment incomeLn 3$65K
Money outPt IX
$1.9M
Ln 25
Programscol B$687K
Managementcol C$342K
Fundraisingcol D$916K
Owns and owesPt X
$18.3M
net assets · Ln 32
Cash and savingsLn 1–2$16.4M
Total assetsLn 16$18.3M
LiabilitiesLn 26$26K
PeoplePt VI, VII
8
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$9.0M
Noncash giftsLn 1g$21K
Fundraising eventsLn 1c$628K
Investment incomeLn 3$65K
Gains on assetsLn 7$0
Total revenueLn 12$8.9M
Assets in detailPt X, end of year
CashLn 1$16.4M
SavingsLn 2$0
Cash and savings togetherLn 1–2$16.4M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$994K
Total assetsLn 16$18.3M
LiabilitiesLn 26$26K
Net assetsLn 32$18.3M
OperationsPt I, VI
EmployeesI 55
VolunteersI 67
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 FY19End FY19
Cash and savingsLn 1–2$7.3M$16.4M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$11.4M$18.3M
LiabilitiesLn 26$99K$26K
Net assetsLn 32$11.3M$18.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$401K$260K$80K$60K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$200K$134K$40K$25K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$42K$29K$7K$6K
Payroll taxesLn 10$36K$23K$8K$5K
Management feesLn 11a$0
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$32K$32K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$742K$742K
Investment management feesLn 11f$0
Other fees for servicesLn 11g$258K$127K$72K$59K
Advertising and promotionLn 12$3K$865$3K
Office expensesLn 13$38K$24K$12K$3K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$33K$21K$8K$4K
TravelLn 17$51K$36K$8K$6K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$10K$6K$3K$716
Other expenses (24a–d)Ln 24$83K$20K$58K$5K
All other expensesLn 24e$12K$5K$7K$533
Total functional expensesLn 25$1.9M$687K$342K$916K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $8.9M$1.9M$7.0M$18.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2019 990 (6 parts)
Part I · Summary $8,941,183 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,320,937$9,010,900
I-9 Program service revenue$0
I-10 Investment incomePrior year $29,139$64,958
I-11 Other revenuePrior year −$690,097−$134,675
I-12 Total revenuePrior year $5,659,979$8,941,183
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $459,102$678,410
I-16a Professional fundraising feesPrior year $113,119$742,200
I-17 Other expensesPrior year $395,885$523,996
I-18 Total expensesPrior year $968,106$1,944,606
I-19 Revenue less expensesPrior year $4,691,873$6,996,577
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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 $8,941,183 across 10 lines filed
VIII-1c Fundraising events$628,120
VIII-1f All other contributions, gifts and grants$8,382,780
VIII-1g Noncash contributions (included above)$20,860
VIII-1h Total contributions, gifts and grants$9,010,900
VIII-3 Investment incomeExcluded from tax $64,958$64,958
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events−$134,675
VIII-12 Total revenueExcluded from tax $64,958$8,941,183
Part IX · Statement of functional expenses $1,944,606 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $260,347 · Management $80,107 · Fundraising $60,080$400,534
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $134,325 · Management $40,184 · Fundraising $25,436$199,945
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $29,127 · Management $7,150 · Fundraising $5,955$42,232
IX-10 Payroll taxesPrograms $22,842 · Management $7,904 · Fundraising $4,953$35,699
IX-11a Management fees$0
IX-11b Legal feesManagement $3,000$3,000
IX-11c Accounting feesManagement $32,032$32,032
IX-11d Lobbying fees$0
IX-11e Professional fundraising feesFundraising $742,200$742,200
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $127,208 · Management $71,646 · Fundraising $59,165$258,019
IX-12 Advertising and promotionPrograms $865 · Management $2,526$3,391
IX-13 Office expensesPrograms $23,692 · Management $11,847 · Fundraising $2,513$38,052
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $21,442 · Management $8,197 · Fundraising $3,689$33,328
IX-17 TravelPrograms $36,434 · Management $8,381 · Fundraising $6,492$51,307
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $6,139 · Management $3,376 · Fundraising $716$10,231
IX-24 Other expenses (24a–d)Programs $19,661 · Management $58,427 · Fundraising $4,757$82,845
IX-24e All other expensesPrograms $4,501 · Management $6,757 · Fundraising $533$11,791
IX-25 Total functional expensesPrograms $686,583 · Management $341,534 · Fundraising $916,489$1,944,606
Part X · Balance sheet $18,337,472 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $7,313,074$16,358,059
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivableStart of year $4,093,261$984,999
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $9,948$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$994,414
X-16 Total assetsStart of year $11,416,283$18,337,472
X-17 Accounts payable and accrued expensesStart of year $99,428$26,018
X-26 Total liabilitiesStart of year $99,428$26,018
X-27 Net assets without donor restrictionsStart of year $8,964,032$17,326,455
X-28 Net assets with donor restrictionsStart of year $2,352,823$984,999
X-32 Total net assets or fund balancesStart of year $11,316,855$18,311,454
X-33 Total liabilities and net assetsStart of year $11,416,283$18,337,472
Part XI · Reconciliation of net assets $18,311,454 net assets at year end
XI-1 Total revenue$8,941,183
XI-2 Total expenses$1,944,606
XI-3 Revenue less expenses$6,996,577
XI-4 Net assets at start of year$11,316,855
XI-8 Prior period adjustments−$1,978
XI-10 Net assets at end of year$18,311,454

Form 990 e-file (XML) FY2019 from the IRS · Classification, formation year and address from the IRS Business Master File

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