2025-11-07T05:55:06-06:00 2024-12-31 383567911 REHMANN ROBSON LLC 555 BRIARWOOD CIRCLE STE 300 ANN ARBOR MI 48108 990 2024-01-01 881423017 ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES ALTA 7343024600 26200 TOWN CENTER DR 350 NOVI MI 48375 JAMES KENNEY TREASURER 7343024600 2025-11-05 1 1 JEFFREY E HERT CPA P00066715 7347612005 2025-10-20 2024 2025-03-06 01:10:19Z JAMES KENNEY 26200 TOWN CENTER DR STE 350 NOVI MI 48375 1053638 0 X HTTPS://ALTARUMFORSTATES.ORG X 2022 MI HELP STATES CREATE FINANCIALLY SUSTAINABLE SOLUTIONS TO ADVANCE HEALTH, HEALTH EQUITY, WELLNESS, AND INDEPENDENT LIVING FOR DUALLY ELIGIBLE INDIVIDUALS. 4 0 4 0 0 0 607597 1043513 108185 10125 0 0 0 0 715782 1053638 0 0 0 0 415226 791670 0 0 441561 299211 255607 714437 1047277 1345 6361 625232 465252 298323 131982 326909 333270 X ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES (AMMS) IS A NON PROFIT ORGANIZATION THAT HELPS STATES CREATE FINANCIALLY SUSTAINABLE SOLUTIONS TO ADVANCE HEALTH, HEALTH EQUITY, WELLNESS, AND INDEPENDENT LIVING FOR DUALLY ELIGIBLE INDIVIDUALS. WE ENHANCE STATE CAPACITY BY PROVIDING EXCEPTIONAL NATIONAL EXPERTISE AROUND DUAL ELIGIBLE AND LONG-TERM SERVICES AND SUPPORTS (LTSS) POLICY AND PROGRAM ADMINISTRATION. OUR STATE-SPECIFIC DATA-DRIVEN APPROACHES IMPROVE HEALTH EQUITY AND OUTCOMES WHILE EFFICIENTLY MANAGING MEDICAID DOLLARS. 0 0 4286 155366 ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES (AMMS) IS A NON PROFIT ORGANIZATION THAT HELPS STATES CREATE FINANCIALLY SUSTAINABLE SOLUTIONS TO ADVANCE HEALTH, HEALTH EQUITY, WELLNESS, AND INDEPENDENT LIVING FOR DUALLY ELIGIBLE INDIVIDUALS. WE ENHANCE STATE CAPACITY BY PROVIDING EXCEPTIONAL NATIONAL EXPERTISE AROUND DUAL ELIGIBLE AND LONG-TERM SERVICES AND SUPPORTS (LTSS) POLICY AND PROGRAM ADMINISTRATION. OUR STATE-SPECIFIC DATA-DRIVEN APPROACHES IMPROVE HEALTH EQUITY AND OUTCOMES WHILE EFFICIENTLY MANAGING MEDICAID DOLLARS. 4286 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X SANDRA ZIEBOLD 7343024600 26200 TOWN CENTER DR STE 350 NOVI MI 48375 MICHAEL MONSON PRESIDENT & CEO 1.00 40.00 X X 0 1023930 36251 DENISE STURM TREASURER 1.00 40.00 X X 0 522618 18805 MALESA LITTERAL DIRECTOR 1.00 40.00 X 0 463561 34300 LAURA SANKEY DIRECTOR 1.00 40.00 X 0 452871 31149 SARAH BARTH VICE PRESIDENT & EXECUTIVE 40.00 X 285440 0 34876 TRACY LAWYER SECRETARY 1.00 40.00 X 0 364241 22135 NICOLE WHITAKER PROJECT MANAGER 40.00 X 132039 0 27707 417479 2827221 205223 2 0 1 0 STATE HEALTH PARTNERS 301 OAK LANE RICHMOND VA 23226 SCIENTIFIC/TECHNICAL SERVICES 113313 1 145241 898272 1043513 CONTRACT REVENUE 541900 10125 10125 10125 1053638 10125 0 0 X 480062 1992 272795 205275 186303 774 105866 79663 15772 65 8963 6744 78810 327 44784 33699 30723 127 17459 13137 1115 1115 6000 6000 154883 643 88012 66228 36163 150 20550 15463 3373 14 1917 1442 36546 152 20767 15627 2532 10 1439 1083 7510 7510 2151 9 1222 920 GOVERNANCE COSTS 5279 23 2999 2257 MISCELLANEOUS 55 32 23 1047277 4286 601430 441561 313197 412938 282711 22333 18000 2100 0 15900 29324 14081 625232 465252 170288 96687 91633 18652 36402 16643 298323 131982 X 0 0 101214 101214 225695 232056 326909 333270 625232 465252 6361 0 X X 0 1 X 1 0 X 607597 898272 1505869 607597 898272 1505869 164195 1341674 1505869 263551 X PART II, SHORT YEAR EXPLANATION: 2022 WAS A SHORT YEAR RETURN AS ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES WAS FORMED 3/18/22. THERE WAS NO REVENUE IN 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18000 2100 15900 15900 INTERCOMPANY LIABILITIES 16643 16643 X PART X, LINE 2: AMMS IS A SUBSIDIARY OF ALTARUM INSTITUTE (THE INSTITUTE) AND IS REPORTED IN THE CONSOLIDATED STATEMENT OF THE INSTITUTE. THE INSTITUTE ANALYZES ITS INCOME TAX FILING POSITIONS IN THE FEDERAL, STATE, AND LOCAL JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE INSTITUTE, INCLUDING AMMS, TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS INCOME TAX EXPENSE. AMMS, AS PART OF THE INSTITUTE, HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2022 THROUGH 2024, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF DECEMBER 31, 2024. AMMS, AS PART OF THE INSTITUTE, CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE INSTITUTE'S CONSOLIDATED FINANCIAL STATEMENTS. AMMS, AS PART OF THE INSTITUTE, DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. AMMS, AS PART OF THE INSTITUTE, DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT DECEMBER 31, 2024 OR 2023 AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL, STATE OR LOCAL INCOME TAX AUTHORITIES. X X X X 0 0 0 0 0 0 0 0 0 MICHAEL MONSON PRESIDENT & CEO 0 825982 0 205530 0 -7582 0 10350 0 25901 0 1060181 0 0 DENISE STURM TREASURER 0 435195 0 84933 0 2490 0 10350 0 8455 0 541423 0 0 MALESA LITTERAL DIRECTOR 0 401445 0 65000 0 -2884 0 10350 0 23950 0 497861 0 0 LAURA SANKEY DIRECTOR 0 387293 0 67000 0 -1422 0 10350 0 20799 0 484020 0 0 TRACY LAWYER SECRETARY 0 238595 0 51000 0 74646 0 9471 0 12664 0 386376 0 0 SARAH BARTH VICE PRESIDENT & EXECUTIVE 238833 0 50000 0 -3393 0 8692 0 26184 0 320316 0 0 0 NICOLE WHITAKER PROJECT MANAGER 133223 0 2500 0 -3684 0 4082 0 23625 0 159746 0 0 0 PART I, LINE 3 AMMS DOES NOT HAVE A COMPENSATION COMMITTEE. THE AMMS BOARD REVIEWS COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS FORMED UPON A STOCK BASIS WITH A SINGLE CLASS OF STOCK ISSUED. THE SINGLE STOCKHOLDER IS ALTARUM INSTITUTE. FORM 990, PART VI, SECTION A, LINE 7A ALL DIRECTORS ARE ELECTED AT ANNUAL MEETING OF SHAREHOLDERS AND MAY BE REMOVED BY A VOTE OF THE MAJORITY OF SHAREHOLDERS. FORM 990, PART VI, SECTION B, LINE 11B 1. IRS FORM 990 IS PREPARED EXTERNALLY BY AMMS TAX ACCOUNTING FIRM. THE PROCESS IS MANAGED BY THE OFFICE OF THE TREASURER. WITH APPROPRIATE GUIDANCE FROM THE TAX ACCOUNTANTS, INFORMATION GATHERING, AND REPORTING IS PRIMARILY CONDUCTED BY THE TREASURER AND ORGANIZATION'S DIRECTOR OF FINANCIAL REPORTING AS PART OF THE INFORMATION GATHERING PROCESS, THE TREASURER AND DIRECTOR OF FINANCIAL REPORTING WORK WITH AMMS OFFICERS AND OTHER MANAGERS AS NECESSARY. 2. THE TREASURER PRESENTS THE COMPLETED DRAFT FORM 990 TO BOARD FOR REVIEW. 3. ONCE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS FOR SUBMISSION, THE TREASURER IS NOTIFIED THAT THE FORM IS READY FOR SUBMISSION TO THE IRS. 4. THE TREASURER INSTRUCTS THE EXTERNAL TAX ACCOUNTANTS TO FINALIZE THE IRS FORM 990 AND PRESENT IT FOR SIGNATURE AND FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH OFFICER MUST COMPLETE AND SUBMIT A DISCLOSURE FORM TO THE SECRETARY. INCLUDED IN THE DISCLOSURE FORM IS ANY EMPLOYMENT, BOARD MEMBERSHIP, COMPENSATORY ARRANGEMENTS, MATERIAL INTERESTS, ETC. WITH OTHER ENTITIES. THE SECRETARY INPUTS ALL OF THE INFORMATION INTO A DATABASE SO THAT MATERIAL TRANSACTIONS CAN BE CHECKED AGAINST ALL OF THE DATA PROVIDED IN THE DISCLOSURE FORMS. ALSO, PURSUANT TO POLICY, THE BOARD MEMBERS AND OFFICERS HAVE TO DISCLOSE ANY INTERESTS IN OR RELATIONSHIP WITH AN ENTITY THAT AMMS IS PURSUING A TRANSACTION WITH (AT THE TIME OF THE BOARD MEMBER OR OFFICER BECOMING AWARE OF THE POTENTIAL AMMS RELATIONSHIP). UPON THE IDENTIFICATION OF A POTENTIAL CONFLICT OF INTEREST, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS, AND THE DISINTERESTED BOARD MEMBERS (IN THE ABSENCE OF THE INTERESTED PERSON) DISCUSS AND VOTE UPON WHETHER OR NOT AN ACTUAL CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS, THEN ALTERNATIVE TRANSACTIONS OR ARRANGEMENTS WILL BE INVESTIGATED BY APPOINTED DISINTERESTED PERSONS. IF AN ALTERNATIVE TRANSACTION WITHOUT CONFLICT IS NOT REASONABLY POSSIBLE, THE DISINTERESTED MEMBERS OF THE BOARD DETERMINE WHETHER OR NOT THE CONFLICTED TRANSACTION IS IN AMMS'S BEST INTERESTS AND DETERMINE IF THE TERMS OF THE TRANSACTION ARE FAIR AND REASONABLE. UPON A CONFLICT OF INTEREST OCCURRING THAT WAS NOT DISCLOSED, THE INTERESTED PERSON MUST EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. AFTER CONSIDERING THE EXPLANATION AND CONDUCTING ANY NECESSARY FURTHER INVESTIGATION, THE BOARD WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS MET IN THE SECOND QUARTER FOR THE PURPOSE OF REVIEWING, DETERMINING AND/OR ENDORSING COMPENSATION FOR THE COMPENSATED OFFICER OF AMMS, ALL IN CONSULTATION WITH AN INDEPENDENT COMPENSATION CONSULTANT (AND THE PRESIDENT AND CEO). THE BOARD EVALUATES THE REASONABLENESS OF THE AMOUNT AND CONFORMITY WITH AMMS POLICIES. INFORMATION CONSIDERED AS PART OF THE REVIEW, DETERMINATION, AND/OR ENDORSING OF COMPENSATION INCLUDES THE MARKET COMPENSATION DATA REPORT PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT, INCLUDING PEER GROUP DATA, AND EMPLOYEE PERFORMANCE EVALUATION DATA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G WORK ORDER LABOR: PROGRAM SERVICE EXPENSES 103. MANAGEMENT AND GENERAL EXPENSES 14,148. FUNDRAISING EXPENSES 10,646. TOTAL EXPENSES 24,897. CONSULTING: PROGRAM SERVICE EXPENSES 51. MANAGEMENT AND GENERAL EXPENSES 6,953. FUNDRAISING EXPENSES 5,232. TOTAL EXPENSES 12,236. SUBCONTRACT FEES: PROGRAM SERVICE EXPENSES 489. MANAGEMENT AND GENERAL EXPENSES 66,911. FUNDRAISING EXPENSES 50,350. TOTAL EXPENSES 117,750. FORM 990, PART XII, LINE 2C: NO CHANGE IN PROCESS FROM PRIOR YEAR. ALTARUM INSTITUTE 26200 TOWN CENTER DRIVE STE 350 NOVI MI 48375 381983442 MI 501(C)(3) LINE 10 0 FEDERAL CONSULTING ASSET MANAGEMENT 26200 TOWN CENTER DR STE 350 NOVI MI 48375 383609582 HOLDING CO. MI C 1 PALLADIAN PARTNERS INC 1 INVENTA PLACE WEST TOWER STE 800 SILVER SPRINGS MD 20910 521974660 HEALTH COMMUNICATION SERVICES MD FEDERAL CONSULTING ASSET MANAGEMENT C 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 ALTARUM INSTITUTE C 145142 COST ALTARUM INSTITUTE L 144160 COST ALTARUM INSTITUTE M 24898 COST ALTARUM INSTITUTE P 227017 COST