2024-08-19T13:32:51-05:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 474823732 THE ORRIN G HATCH FOUNDATION ORRI 3853554380 411 E SOUTH TEMPLE SALT LAKE CITY UT 84111 MATTHEW SANDGREN EXECUTIVE DIRECTOR 3853554380 2024-07-23 1 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 2024-08-19 2023 2024-08-08 14:25:15Z MATTHEW SANDGREN 411 E SOUTH TEMPLE SALT LAKE CITY UT 84111 9281281 0 X N/A X 2015 UT 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 KNOWN AS THE ORRIN G. HATCH COLLECTION. 8 7 4 7 0 0 668066 578625 0 0 313746 505158 -38586 203 943226 1083986 430 0 0 0 612668 524458 0 0 75915 395979 405901 1009077 930359 -65851 153627 16756277 17015069 6013095 5011866 10743182 12003203 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 KNOWN AS THE ORRIN G. HATCH COLLECTION. 0 0 527520 THE ORGANIZATION CONTINUES TO HOST NUMEROUS SENATORS, FOREIGN POLICY EXPERTS, INDUSTRY LEADERS, AND LEADING SCHOLARS TO DISCUSS THE CHALLENGES FACING OUR COUNTRY. IN-PERSON AND VIRTUAL EVENTS ARE PERIODICALLY HELD, ADDRESSING LEGISLATIVE ISSUES OF THE DAY AND BRINGING STAKEHOLDERS TOGETHER FOR CIVIL, BIPARTISAN SOLUTIONS. 2023 SAW THE CONTINUATION OF THE SENATE PROJECT DEBATE SERIES, WITH SENATORS PARTICIPATING IN DEBATES IN JUNE AND SEPTEMBER. THE YEAR'S POLICY PROGRAMMING INCLUDED A CONGRESSIONAL CLIMATE BOOTCAMP IN WASHINGTON, DC, A WEBINAR HIGHLIGHTING INTELLECTUAL PROPERTY RIGHTS IN JUNE, AND A WEBINAR DISCUSSING 30 YEARS OF THE RELIGIOUS FREEDOM RESTORATION ACT IN NOVEMBER. THE ORGANIZATION ALSO DEDICATED AN INTERN HOUSING FACILITY IN DC AND HELD ITS INAUGURAL TITAN OF PUBLIC SERVICE GALA. 527520 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 1 0 CA DC FL MD NJ NY OR UT VA X THE ORGANIZATION 3853554380 411 E SOUTH TEMPLE SALT LAKE CITY UT 84111 MATTHEW SANDGREN EXECUTIVE DIRECTOR 40.00 X X 232500 0 11625 A SCOTT ANDERSON CHAIRMAN 5.00 X X 0 0 0 GORDON SMITH TREASURER 5.00 X X 0 0 0 JOHN K CASTLE BOARD MEMBER 5.00 X 0 0 0 KEM C GARDNNER BOARD MEMBER 5.00 X 0 0 0 SPENCER ZWICK BOARD MEMBER 5.00 X 0 0 0 JESS HATCH BOARD MEMBER 5.00 X 0 0 0 CARINE CLARK BOARD MEMBER 5.00 X 0 0 0 232500 0 11625 1 0 1 0 0 205925 372700 578625 527382 527382 8146899 8169123 -22224 -22224 -22224 27375 205925 28172 -797 -797 1000 1000 1000 1083986 1000 0 504361 X 244126 170888 48825 24413 219420 153594 43884 21942 8502 5951 1700 851 22153 15507 4431 2215 30257 21180 6051 3026 23546 2306 20897 343 91414 91414 126811 97151 18137 11523 4353 4353 12743 7032 2157 3554 35237 25623 5622 3992 8385 7126 1259 40985 40985 9872 9872 DUES AND SUBSCRIPTION 30969 20997 7285 2687 MISCELLANEOUS 16648 50 16598 CREDIT CARD/BANK FEES 4938 115 4713 110 930359 527520 326924 75915 3317359 1518217 600000 450000 12838918 15046852 16756277 17015069 13095 11866 6000000 5000000 6013095 5011866 X 9782513 11320959 960669 682244 10743182 12003203 16756277 17015069 153627 1106394 0 X X 1 X 1 X 1 0 X 9008922 3791468 2549855 639120 578625 16567990 9008922 3791468 2549855 639120 578625 16567990 10707688 5860302 62186 36205 377696 9992 73861 559940 2772 5797 661 1300 1000 11530 17139460 0.34190 0.40490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2098966 1106394 1106394 992572 91414 91414 1083986 838945 0 838945 91414 91414 930359 PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY INFLUENCE ITS TAX-EXEMPT STATUS. IT IS THE FOUNDATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. TITANS OF PUBLIC SERVICE GALA 221285 194285 27000 27797 DC BREAKFAST 12015 11640 375 375 233300 205925 27375 27797 375 28172 -797 X X X X 0 0 0 0 0 0 0 0 0 MATTHEW SANDGREN EXECUTIVE DIRECTOR 230000 0 2500 0 0 0 11625 0 0 0 244125 0 0 0 PART I, LINE 3 THE ORGANIZATION DOES BOTH A COMPENSATION SURVEY OR STUDY AS WELL AS COMPARING TO OTHER ORGANIZATIONS' 990. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES DURING THE TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HIRES AN INDEPENDENT ACCOUNTING FIRM TO AUDIT THE ORGANIZATION'S FINANCIAL STATEMENTS AS WELL AS PREPARE THE ORGANIZATION'S FORM 990. A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S MANAGEMENT CONSULTANT AND LEGAL COUNSEL FOR INITIAL REVIEW. AFTER ANY NECESSARY CHANGES ARE MADE, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE POLICY, READ AND UNDERSTAND THE POLICY, AGREE TO COMPLY WITH THE POLICY. DIRECTORS AND OFFICERS HAVE AN ONGOING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICTS TO THE ORGANIZATION'S PRESIDENT. WHEN A POTENTIAL CONFLICT IS DISCLOSED, THE ORGANIZATION'S PRESIDENT BRINGS THE MATTER BEFORE THE BOARD OF DIRECTORS TO DETERMINE WHETHER A CONFLICT EXISTS AND, IF SO, HOW TO ADDRESS THE CONFLICT. THE OFFICER OR DIRECTOR WITH THE POTENTIAL OR ACTUAL CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15B THE ORGANIZATION DOES BOTH A COMPENSATION SURVEY OR STUDY AS WELL AS COMPARING TO OTHER ORGANIZATIONS' 990. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 97,151. MANAGEMENT AND GENERAL EXPENSES 18,137. FUNDRAISING EXPENSES 11,523. TOTAL EXPENSES 126,811. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.