Civic Intelligence

Arbor Research Collaborative for Health

EIN 38-3289521 • 501(c)3 • Ann Arbor, MI

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Profile

Arbor research collaborative for health is committed to improving patient care through research that shapes medical policies and practice. In particular, arbor research conducts health outcomes research on chronic disease and end-stage organ failure with expertise in biostatistical analysis, clinical practice, health economics, public policy, database management and integration, and project coordination. Through research projects that are national and global in scope, arbor research's scientific collaborations provide valuable and timely information to the worldwide health care community.

3989 Research Park DriveAnn Arbor, MI 48108

www.arborresearch.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.15x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.13x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

55th percentile

6.6%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

13th percentile

-7.0%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2024

Revenue Growth

41st percentile

3.5%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$18,787,646

Up $1,193,250 (+6.8%) from 2023

Liabilities

Down

$2,742,310

Down $658,354 (-19%) from 2023

Net Assets

Up

$16,045,336

Up $1,851,604 (+13%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin55th percentile

Revenue

Down

$20,353,298

Down $315,594 (-1.5%) from 2023

Expenses

Down

$19,007,337

Down $1,244,189 (-6.1%) from 2023

Net Income

Up

$1,345,961

Up $928,595 (+222%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $18,843,678Liabilities 2010: $7,393,448Net Assets 2010: $11,450,2302010Assets 2015: $19,307,984Liabilities 2015: $2,686,878Net Assets 2015: $16,621,1062015Assets 2016: $19,177,138Liabilities 2016: $3,616,061Net Assets 2016: $15,561,0772016Assets 2017: $17,295,067Liabilities 2017: $3,938,478Net Assets 2017: $13,356,5892017Assets 2018: $15,630,690Liabilities 2018: $6,928,275Net Assets 2018: $8,702,4152018Assets 2019: $24,151,786Liabilities 2019: $16,001,985Net Assets 2019: $8,149,8012019Assets 2020: $25,725,085Liabilities 2020: $16,613,991Net Assets 2020: $9,111,0942020Assets 2021: $23,346,603Liabilities 2021: $13,920,964Net Assets 2021: $9,425,6392021Assets 2022: $18,222,667Liabilities 2022: $4,857,279Net Assets 2022: $13,365,3882022Assets 2023: $17,594,396Liabilities 2023: $3,400,664Net Assets 2023: $14,193,7322023Assets 2024: $18,787,646Liabilities 2024: $2,742,310Net Assets 2024: $16,045,3362024

Highlighted filing

2024

Assets$18,787,646
Liabilities$2,742,310
Net Assets$16,045,336
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $14,032,5402010Revenue 2015: $25,464,311Expenses 2015: $21,776,903Net Income 2015: $3,687,4082015Revenue 2016: $17,998,544Expenses 2016: $22,628,060Net Income 2016: -$4,629,5162016Revenue 2017: $20,001,339Expenses 2017: $23,281,702Net Income 2017: -$3,280,3632017Revenue 2018: $19,423,762Expenses 2018: $24,079,005Net Income 2018: -$4,655,2432018Revenue 2019: $18,537,234Expenses 2019: $18,670,545Net Income 2019: -$133,3112019Revenue 2020: $21,315,353Expenses 2020: $20,354,060Net Income 2020: $961,2932020Revenue 2021: $18,357,581Expenses 2021: $18,043,036Net Income 2021: $314,5452021Revenue 2022: $24,811,011Expenses 2022: $20,871,262Net Income 2022: $3,939,7492022Revenue 2023: $20,668,892Expenses 2023: $20,251,526Net Income 2023: $417,3662023Revenue 2024: $20,353,298Expenses 2024: $19,007,337Net Income 2024: $1,345,9612024

Highlighted filing

2024

Revenue$20,353,298
Expenses$19,007,337
Net Income$1,345,961
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,787,646
Liabilities
$2,742,310
Net assets
$16,045,336
Revenue
$20,353,298
Expenses
$19,007,337
Net income
$1,345,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.8$2.74$16.0$20.4$19.0$1.35
2023Detailed filing. Detailed filing data is available for this year.$17.6$3.40$14.2$20.7$20.3$0.42
2022Detailed filing. Detailed filing data is available for this year.$18.2$4.86$13.4$24.8$20.9$3.94
2021Detailed filing. Detailed filing data is available for this year.$23.3$13.9$9.43$18.4$18.0$0.31
2020Detailed filing. Detailed filing data is available for this year.$25.7$16.6$9.11$21.3$20.4$0.96
2019Detailed filing. Detailed filing data is available for this year.$24.2$16.0$8.15$18.5$18.7$0.13
2018Detailed filing. Detailed filing data is available for this year.$15.6$6.93$8.70$19.4$24.1$4.66
2017Detailed filing. Detailed filing data is available for this year.$17.3$3.94$13.4$20.0$23.3$3.28
2016Detailed filing. Detailed filing data is available for this year.$19.2$3.62$15.6$18.0$22.6$4.63
2015Detailed filing. Detailed filing data is available for this year.$19.3$2.69$16.6$25.5$21.8$3.69
2010Detailed filing. Detailed filing data is available for this year.$18.8$7.39$11.5$14.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 25, 2025
Return Version
2024v5.2
Gross Receipts
$20,353,298
Mission and Program Overview

Mission

Arbor research collaborative for health is committed to improving patient care through research that shapes medical policies and practice. In particular, arbor research conducts health outcomes research on chronic disease and end-stage organ failure with expertise in biostatistical analysis, clinical practice, health economics, public policy, database management and integration, and project coordination. Through research projects that are national and global in scope, arbor research's scientific collaborations provide valuable and timely information to the worldwide health care community.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,641,669$8,366,163▲ $724,494
Cash and Non-Interest-Bearing Accounts$4,217,548$4,821,884▲ $604,336
Accounts Receivable$3,190,531$3,431,859▲ $241,328
Prepaid Expenses and Deferred Charges$622,185$680,120▲ $57,935
Intangible Assets$395,878$437,080▲ $41,202
Pledges and Grants Receivable$514,656$304,140▼ $210,516
Land, Buildings, and Equipment, Net$151,525$113,297▼ $38,228
Total Assets$17,594,396$18,787,646▲ $1,193,250
Other Assets Total$860,404$633,103▼ $227,301
Liabilities
Accounts Payable and Accrued Expenses$2,185,587$2,027,008▼ $158,579
Other Liabilities$853,387$635,707▼ $217,680
Deferred Revenue$361,690$79,595▼ $282,095
Total Liabilities$3,400,664$2,742,310▼ $658,354
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,193,732$15,747,221▲ $1,553,489
Net Assets With Donor Restrictions-$298,115-
Total Net Assets Fund Balance$14,193,732$16,045,336▲ $1,851,604
Total Liabilities and Net Assets / Fund Balance$17,594,396$18,787,646▲ $1,193,250

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$113,297$463,127$576,424
Other Land Buildings$0$8,530$8,530
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher SperaPresidentFT$573,427$167,340$740,767
Chauncey Lynch IIVP FinanceFT$249,062$76,621$325,683
David DickinsonVP InformationFT$240,236$53,651$293,887
Ping YuChief Growth OfficerFT$258,025$31,893$289,918
Roberto F Silva Pecoitis FilhoScientific DirectorFT$247,824$38,393$286,217
Denise BouckeVP People OperationsFT$167,542$62,575$230,117
Marc TurenneScientific DirectorFT$190,428$38,428$228,856
Viktor AndreevResearch ScientistFT$188,915$35,749$224,664
Alyssa PozniakSr. Resrch ScientistFT$176,161$43,929$220,090
Nathan WestSr. Resrch ScientistFT$175,581$13,447$189,028
Marianne Udow-PhillipsChair-$12,000-$12,000
Akinlolu OjoVice Chair-$8,000-$8,000
Jocelyn G DewittDirector-$8,000-$8,000
Larry WarrenDirector-$8,000-$8,000
Richard PietroskiTreasurer-$8,000-$8,000
David MorlockDirector-$6,000-$6,000
Deborah Klein WalkerDirector-$6,000-$6,000
Gerald CroanDirector-$6,000-$6,000
Judy WalkerSecretary-$6,000-$6,000
Mark BarrDirector-$6,000-$6,000
Paula LantzDirector-$6,000-$6,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Regents of Univ of MichiganScientific500 S State St, Ann Arbor, MI 48109$156,899
Revenue and Support

Revenue Composition

Contributions and Grants
$4,226,518
Program Service Revenue
$15,860,965
Investment Income
$263,277
Other Revenue
$2,538
All Other Contributions
$700,000
Change in Net Assets
$1,345,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$15,562,402
Other Expenses$3,444,935
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,992,871$378,406-$10,371,277
Current Officers, Directors, Trustees, and Key Employees$149,725$1,810,647-$1,960,372
Other Employee Benefits$843,955$400,167-$1,244,122
Pension Plan Contributions$774,918$331,235-$1,106,153
Office Expenses$247,919$759,331-$1,007,250
Payroll Taxes$569,959$310,519-$880,478
Fees for Services Other$572,699$181,945-$754,644
All Other Expenses$300,759$182,923-$483,682
Occupancy$123,336$203,049-$326,385
Depreciation Depletion$230,857$38,228-$269,085
Travel$59,444$50,001-$109,445
Fees for Services Accounting-$85,700-$85,700
Insurance-$80,099-$80,099
Conferences and Meetings$41,228$34,679-$75,907
Fees for Service Investment Mgmnt Fees-$44,427-$44,427
Fees for Services Legal-$33,911-$33,911
Other Expenses$2,400$500-$2,900
Total Functional Expenses$14,064,340$4,942,997$0$19,007,337
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
ROU - Operating Lease$635,707
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The form 990 is first reviewed by management. It is then reviewed by the finance and audit committee. The return is then forwarded to the board for their review before filing with the irs.”

Form 990, Part VI, Section B, line 12C

“Each board member is required to annually complete a conflict of interest disclosure. The organization relies on each board member to keep them informed if they have any conflicts or potential conflicts of interest. Board members recuse themselves during any meeting in which they may have a conflict.”

Form 990, Part VI, Section B, line 15

“COMPENSATION FOR PRESIDENT: Human Resources develops and governs the compensation practices to ensure all employees are treated in a fair and equitable manner. Employee compensation decisions are made in conjunction with Human Resources and leadership and determined by ladder, location, level, experience, and employment status type. Certain positions may require relevant skills, education, and/or certifications that may also be factored into compensation decisions. All compensation decisions are approved and finalized by HR and the CEO. All employees hired at Arbor Research are assigned a position upon hire and provided with a compensation package that is approved for that position and location. COMPENSATION FOR OFFICERS: All staff salaries are determined by a review of the market conditions for the position in questions, as well as the results of the annual performance review for the particular individual.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Arbor Research Collaborative for
EIN
38-3289521
Phone
7346654108
Address
3989 Research Park Drive, Ann Arbor, MI 48108

Signing Officer

Name
Chauncey Lynch II
Title
VP Finance
Phone
7346554108
Signed
2025-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Spera
Formed
1995
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
11
Employees
130
Volunteers
0

Preparer

Firm
Yeo & Yeo Pc
Address
1450 Eisenhower Place, Ann Arbor, MI 48108-3283
Preparer
Brian R Dixon
Phone
7347691331
Raw XML AppendixShowing 400 of 725 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Christopher Spera
IRS990/Form990PartVIISectionAGrp/PersonNm1Marianne Udow-Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm2Akinlolu Ojo
IRS990/Form990PartVIISectionAGrp/PersonNm3Judy Walker
IRS990/Form990PartVIISectionAGrp/PersonNm4Richard Pietroski
IRS990/Form990PartVIISectionAGrp/PersonNm5Mark Barr
IRS990/Form990PartVIISectionAGrp/PersonNm6Gerald Croan
IRS990/Form990PartVIISectionAGrp/PersonNm7Paula Lantz
IRS990/Form990PartVIISectionAGrp/PersonNm8David Morlock
IRS990/Form990PartVIISectionAGrp/PersonNm9Larry Warren
IRS990/Form990PartVIISectionAGrp/PersonNm10Deborah Klein Walker
IRS990/Form990PartVIISectionAGrp/PersonNm11Jocelyn G Dewitt
IRS990/Form990PartVIISectionAGrp/PersonNm12Chauncey Lynch II
IRS990/Form990PartVIISectionAGrp/PersonNm13Ping Yu
IRS990/Form990PartVIISectionAGrp/PersonNm14David Dickinson
IRS990/Form990PartVIISectionAGrp/PersonNm15Denise Boucke
IRS990/Form990PartVIISectionAGrp/PersonNm16Roberto F Silva Pecoitis Filho
IRS990/Form990PartVIISectionAGrp/PersonNm17Alyssa Pozniak
IRS990/Form990PartVIISectionAGrp/PersonNm18Marc Turenne
IRS990/Form990PartVIISectionAGrp/PersonNm19Viktor Andreev
IRS990/Form990PartVIISectionAGrp/PersonNm20Nathan West
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chief Growth Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP Information
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP People Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt16Scientific Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Sr. Resrch Scientist
IRS990/Form990PartVIISectionAGrp/TitleTxt18Scientific Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Research Scientist
IRS990/Form990PartVIISectionAGrp/TitleTxt20Sr. Resrch Scientist
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IRS990/MissionDesc0ARBOR RESEARCH COLLABORATIVE FOR HEALTH IS COMMITTED TO IMPROVING PATIENT CARE THROUGH RESEARCH THAT SHAPES MEDICAL POLICIES AND PRACTICE. IN PARTICULAR, ARBOR RESEARCH CONDUCTS HEALTH OUTCOMES RESEARCH ON CHRONIC DISEASE AND END-STAGE ORGAN FAILURE WITH EXPERTISE IN BIOSTATISTICAL ANALYSIS, CLINICAL PRACTICE, HEALTH ECONOMICS, PUBLIC POLICY, DATABASE MANAGEMENT AND INTEGRATION, AND PROJECT COORDINATION. THROUGH RESEARCH PROJECTS THAT ARE NATIONAL AND GLOBAL IN SCOPE, ARBOR RESEARCH'S SCIENTIFIC COLLABORATIONS PROVIDE VALUABLE AND TIMELY INFORMATION TO THE WORLDWIDE HEALTH CARE COMMUNITY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0HP3: 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 IMPORTNAT IMPLICATIONS FOR PUBLIC POLICY AND THE QUALITY AND EFFICIANCY OF HEALTH CARE IN THE UNITED STATES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SDCC: 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.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER: HEALTH OUTCOMES RESEARCH ON CHRONIC DISEASE AND END-STAGE ORGAN FAILURE, WITH EXPERTISE IN BIOSTATISTICAL ANALYSIS, CLINICAL PRACTICE, HEALTH ECONOMICS, PUBLIC POLICY, DATABASE MANAGEMENT AND INTEGRATION, AND PROJECT COORDINATION.
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