GARY AND MARY WEST HEALTH INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND MARY WEST HEALTH INSTITUTE (EIN 26-4146730)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202223069349301122
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T10:09:39-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 TOWN CENTER DRIVE SUITE 1000 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264146730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AND MARY WEST HEALTH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 8585357000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10350 NORTH TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY LYFORD | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8585357000 | PhoneNum |
| Signature | 2022-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHELLEY | PersonFirstNm |
| Person Last | LYFORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA MCCUTCHEN | PreparerPersonNm |
| PTIN | P00545657 | PTIN |
| Phone | 7144367100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHELLEY LYFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10350 NORTH TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,045,299 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | CONDUCTING MEDICAL RESEARCH WITH HOSPITALS TO REDUCE HEALTHCARE COSTS WITH A FOCUS ON SENIORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,500,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,000,963 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2 | PYInvestmentIncomeAmt |
| CY Investment Income | $1 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $44,335 | CYOtherRevenueAmt |
| PY Total Revenue | $22,500,002 | PYTotalRevenueAmt |
| CY Total Revenue | $21,045,299 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $51,820 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,621 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,690,470 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,958,334 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,720,671 | PYOtherExpensesAmt |
| CY Other Expenses | $15,181,484 | CYOtherExpensesAmt |
| PY Total Expenses | $23,462,961 | PYTotalExpensesAmt |
| CY Total Expenses | $20,148,439 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$962,959 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $896,860 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,921,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,819,217 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,012,041 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,012,817 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,909,540 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,806,400 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CONDUCTING APPLIED MEDICAL AND SCIENTIFIC RESEARCH INTO ACTIONS TO LOWER HEALTHCARE COSTS AND IMPROVE HEALTHCARE DELIVERY AND SUCCESSFUL AGING FOR SENIOR AMERICAN CITIZENS AND LEGAL RESIDENTS. FURTHERMORE, TO LOWER THE COST OF HEALTHCARE AND ENABLE SENIORS TO SUCCESSFULLY AGE, LIVING LIFE ON THEIR OWN TERMS WITH ACCESS TO HIGH-QUALITY HEALTH AND SUPPORT SERVICES THAT PRESERVE AND PROTECT THEIR DIGNITY, QUALITY OF LIFE AND INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,244,446 | ExpenseAmt |
| Grant | $8,621 | GrantAmt |
| Desc | OVER THE COURSE OF 2021, THE GARY AND MARY WEST INSTITUTE (REFERRED TO BELOW VARIOUSLY AS WHI, WEST HEALTH INSTITUTE OR INSTITUTE) CONTINUED TO ACTIVELY CONDUCT APPLIED MEDICAL RESEARCH, IN CONJUNCTION WITH THE HOSPITALS LISTED ON SCHEDULE A, WITH THE OBJECTIVE OF CONTRIBUTING TO THE BODY OF CLINICAL, SCIENTIFIC, AND HEALTH KNOWLEDGE THAT CAN ULTIMATELY BENEFIT OLDER ADULTS IN AMERICA. OUR RESEARCH METHODOLOGIES ENCOMPASS A VARIETY OF REAL-WORLD DATA COLLECTION AND ANALYSIS TECHNIQUES, AND IN MANY CASES, WE PUT IN PLACE PROGRAMS AND STRUCTURES (E.G., STANDARDIZED CARE MODELS, DATA DASHBOARDS, ETC.) THAT ALLOW US TO COLLECT SYSTEMATIZED RESEARCH INFORMATION WHERE LITTLE PREVIOUSLY EXISTED. THESE MEDICAL RESEARCH EFFORTS DIRECTLY SUPPORTED WHI'S MISSION OF LOWERING THE COST OF HEALTHCARE AND ENABLING SENIORS TO SUCCESSFULLY AGE IN PLACE WITH ACCESS TO HIGH-QUALITY, AFFORDABLE HEALTH AND SUPPORT SERVICES THAT PRESERVE AND PROTECT THEIR DIGNITY, QUALITY OF LIFE AND INDEPENDENCE. OUR MAJOR WORKSTREAMS FOR 2021 BROADLY FIT INTO THE AREAS OF (SENIOR APPROPRIATE) ACUTE AND CHRONIC CARE RESEARCH AND ARE DESCRIBED BELOW.SENIOR-APPROPRIATE ACUTE CARE RESEARCH IN 2021, THE INSTITUTE CONTINUED TO EXPAND ITS RESEARCH PORTFOLIO AND GROW THE BODY OF EVIDENCE FOR NEW STRATEGIES IN ACUTE CARE. UNPLANNED (ACUTE) HEALTH NEEDS REMAIN THE PRIMARY DRIVER OF COST FOR THE NATION'S VULNERABLE OLDER ADULTS, AS WELL AS LEADING TO LASTING DETRIMENTAL EFFECTS (E.G., POST HOSPITAL DEBILITATION AND FUNCTIONAL DECLINE). SUCCESS IN THIS AREA IS ESSENTIAL TO ACHIEVING BETTER, MORE AFFORDABLE OUTCOMES FOR OLDER ADULTS. RESEARCH PROJECT: GERIATRIC EMERGENCY DEPARTMENTS (GEDS)SYSTEMATIZING DATA AND INTERVENTIONS (ACCREDITATION)WHEN OLDER ADULTS ENCOUNTER HEALTH AND/OR SOCIAL CHALLENGES, THE EMERGENCY DEPARTMENT AT A LOCAL HOSPITAL IS MOST OFTEN THE FIRST PLACE WHERE THEY PRESENT. AS SUCH CREATING A SYSTEM OF EMERGENCY DEPARTMENTS THAT ARE 1) EQUIPPED TO RECOGNIZE AND COLLECT INFORMATION ABOUT OLDER ADULTS' HEALTH STATUS AS WELL AS TO 2) DEPLOY A STANDARDIZED SET OF INTERVENTIONS AND GENERATE DATA ABOUT THE EFFECTIVENESS OF THESE INTERVENTIONS, IS AN IMPORTANT RESEARCH PLATFORM FOR IMPROVING OUTCOMES FOR SENIORS. WHI IS USING THE GERIATRIC EMERGENCY DEPARTMENT ACCREDITATION PROGRAM AS A VEHICLE TO ACHIEVE THESE RESEARCH AIMS. THE WHI-SUPPORTED GEDA PROGRAM AWARDED 100 SITE ACCREDITATIONS IN 2021. AS OF DECEMBER 2021, THE PROGRAM INCLUDED OVER 280 TOTAL HOSPITAL EMERGENCY DEPARTMENT (ED) SITES SPREAD ACROSS THE UNITED STATES REPRESENTING OVER 210 CITIES AND TOWNS ACROSS 41 STATES. COUNTRY-WIDE INTEREST IN THE GEDA PROGRAM HAS RESULTED IN A HIGH NUMBER OF APPLICATIONS WITH OVER 70 APPLICATIONS CURRENTLY IN THE PIPELINE AND INTEREST EXPRESSED BY AN ADDITIONAL 182 SITES, PRIORITIES FOR GEDA IN 2022 INCLUDE EXPANDING THE REVIEW BOARD AS WELL AS STREAMLINING THE APPLICATION PROCESS.CALIFORNIA HAS CREATED A STATE MASTER PLAN FOR AGING, AND IS ACTIVELY SEEKING DATA, INCLUDING AND ESPECIALLY FROM EMERGENCY DEPARTMENTS. IN ADDITION TO EFFORTS AT THE NATIONAL LEVEL, WHI HAS ADDITIONALLY PUSHED FORWARD THE CREATION OF A GED RESEARCH NETWORK IN CALIFORNIA LED BY THE STATE ACADEMIC HEALTH RESEARCH INSTITUTIONS, AND IS PURSUING A "HUB-AND-SPOKE" MODEL, WHICH INVOLVES ESTABLISHING A HUB SITE AT THE MAJOR MEDICAL RESEARCH CENTERS WITHIN EACH UC HEALTH SYSTEM ED AS A LEVEL 1 (TOP LEVEL) ACCREDITED GED. ALL FIVE UC FLAGSHIP HOSPITALS, UC SAN DIEGO, UC SAN FRANCISCO, UC DAVIS, UC LOS ANGELES, AND UC IRVINE ARE NOW LEVEL 1 ACCREDITED (OR HAVE APPLIED). STUDYING AND SHARING/PUBLISHING WHAT WORKS (THE GERIATRIC EMERGENCY DEPARTMENT COLLABORATIVE)AS PART OF OUR EFFORTS TO CONTINUE TO LEARN AND ASSESS WHAT CONSTITUTES BEST PRACTICES IN GERIATRIC EMERGENCY MEDICINE (I.E., WHICH INTERVENTIONS ARE EFFECTIVE), WHI HAS CO-CREATED AND SUPPORTS THE GERIATRIC EMERGENCY DEPARTMENT COLLABORATIVE (GEDC), WHICH IS COMPRISED OF A CORE GROUP OF GERIATRIC EMERGENCY MEDICINE KNOWLEDGE LEADERS AND RESEARCHERS AS WELL AS MEMBER HOSPITAL SITES THAT HAVE GEDS. BY CONVENING EXPERT GED CLINICIANS FROM MEMBER EDS/HEALTH SYSTEMS, AND WITH SUPPORT FROM THE INSTITUTE AND OTHER STAKEHOLDERS, GEDC MEMBERS' RESEARCH CONTINUED TO PROVIDE EVIDENCE THAT GED GUIDELINE-BASED CARE IMPROVES PATIENT OUTCOMES AND IS COST EFFECTIVE. RESEARCH CONDUCTED BY THE GEDC RANGES FROM CASE-STUDIES TO TRADITIONAL CONTROLLED TRIALS FOR PUBLICATION IN PEER-REVIEWED SCIENTIFIC JOURNALS. SEVERAL HIGH-PROFILE PUBLICATIONS BY GEDC FACULTY AND OTHER COLLABORATORS HAVE DEMONSTRATED THE VALUE OF GEDS TO PATIENTS, HOSPITALS, AND PAYORS. THE GEDC ALSO AIDS IN DISSEMINATION OF RESEARCH FINDINGS BEYOND A PUBLICATION MECHANISM. IN DIRECT RESPONSE TO THE GLOBAL PANDEMIC, IN 2021 THE GEDC CONTINUED TO RELEASE COVID-SPECIFIC EDUCATIONAL MATERIALS IN THE FORM OF WEBINARS, PODCASTS, AND BLOG POSTS. THE GEDC ALSO CONTINUED TAILORING THEIR EDUCATIONAL AND TRAINING OFFERINGS TO A WEB-BASED PLATFORM TO ACCOMMODATE VIRTUAL AUDIENCES; CONVENED SUBJECT MATTER EXPERTS FOR MONTHLY WEBINARS; PUBLISHED AND DISSEMINATED BEST PRACTICES (E.G., BLOGS, WHITEPAPERS, ARTICLES); DEVELOPED A COVID-19 TOOLKIT; AND ESTABLISHED AN ONLINE RESOURCE LIBRARY. THE GEDC AND WHI BUILT MOMENTUM TO LEVERAGE INSIGHTS FROM ACTIVE ACCREDITED HEALTH SYSTEMS THROUGH THE HEALTHCARE SYSTEMS ROUNDTABLE AS A VEHICLE FOR SHARING REAL-WORLD RESEARCH FINDINGS ON GERIATRIC EMERGENCY CARE METHODS AND DEPLOYMENTS (SHARING BOTH SUCCESSES AND LESS-THAN-SUCCESSFUL RESULTS). IN 2021, THE HEALTHCARE SYSTEMS ROUNDTABLE TOPICS INCLUDED DELIRIUM SCREENINGS AND COVID-19 CARE IN THE GED. GERIATRIC EMERGENCY MEDICINE RESEARCH AT LARGE SCALE (VETERANS HEALTH ADMINISTRATION (VHA) GERIATRIC EMERGENCY RESEARCH NETWORK)THE VETERANS HEALTH ADMINISTRATION HOSPITAL SYSTEM REPRESENTS PERHAPS THE SINGLE GREATEST HOSPITAL/MEDICAL RESEARCH VENUE IN THE NATION. WITH A SYSTEM OF OVER 170 MEDICAL CENTERS ALL SHARING THE SAME ELECTRONIC HEALTH RECORD SYSTEM AND LARGELY SERVING AN OLDER POPULATION, THE VA IS AN IDEAL SYSTEM IN WHICH TO ADVANCE RESEARCH ON GERIATRIC EMERGENCY DEPARTMENTS, INCLUDING BOTH PROCESS AND OUTCOME MEASURES. TO THIS END, IN 2021, THE INSTITUTE PARTNERED WITH THE VHA AND OTHERS INCLUDING THE AMERICAN COLLEGE OF EMERGENCY PHYSICIANS, THE GERIATRIC EMERGENCY DEPARTMENT COLLABORATIVE AND THE JOHN A. HARTFORD FOUNDATION TO IMPLEMENT AND SCALE GEDS THROUGHOUT THE ENTIRE VHA SYSTEM, ACHIEVING 100% ENGAGEMENT OF VETERANS INTEGRATED SERVICE NETWORK (VISN) REGIONS. AS OF DECEMBER 2021, OVER 50 VHA EDS ARE ENGAGED IN GED PROGRAMMING WITH 16 OF 110 VHA EDS HAVING RECEIVED ACCREDITATION (14.6%) AND AN ADDITIONAL 24 APPLICATIONS IN THE ACCREDITATION WORKFLOW. SYSTEMATIC EVALUATION AND RESEARCH GERIATRIC EMERGENCY MEDICINE HAS BEEN ENABLED THROUGH THE CREATION AND ROLLOUT OF A NOVEL NATIONAL GERIATRIC ED DASHBOARD, A STANDARDIZED DATA COLLECTION MECHANISM AT ALL GED SITES. RESEARCHING NEW STANDARDIZED INTERVENTIONS FOR GEDS: (DELIRIUM RESOURCES FOR THE EMERGENCY DEPARTMENT)FAILURE TO RECOGNIZE AND APPROPRIATELY MANAGE PATIENTS TYPICALLY OLDER ADULTS WITH DELIRIUM IS ASSOCIATED WITH A 3-FOLD INCREASED RISK OF DEATH COMPARED TO THOSE WITHOUT DELIRIUM. THUS, THE ABILITY TO IDENTIFY AND TREAT DELIRIUM IN THE ED IS OF CRITICAL IMPORTANCE AS IT IS OFTEN MISSED IN THE EMERGENCY SETTING. TO SUPPORT EDS, AND GEDS IN PARTICULAR, IN ADDRESSING DELIRIUM, WHI COLLABORATED WITH THE MARCUS INSTITUTE FOR AGING RESEARCH TO SUPPORT RESEARCH DESIGNED TO HELP DEVELOP A CHANGE PACKAGE AND TOOLKIT SPECIFICALLY FOR THE ED- THE END PRODUCT OF WHICH WAS FINALIZED IN APRIL 2021. THE TOOLKIT CONTAINS A VARIETY OF CHANGE MANAGEMENT TOOLS, EDUCATIONAL RESOURCES, AND TEMPLATES TO ASSIST EDS WITH LAUNCHING DELIRIUM INITIATIVES. AS A FOLLOW-ON TO THIS WORK, THE INSTITUTE DEVELOPED A MANUSCRIPT BASED ON A FEASIBILITY PILOT WITH THREE EDS THAT IMPLEMENTED A DELIRIUM PROGRAM USING THE CHANGE PACKAGE AND TOOLKIT ST. MARY MERCY (LIVONIA, MICHIGAN), MAINE MEDICAL CENTER, AND UNIVERSITY OF NORTH CAROLINA HILLSBOROUGH (COMMUNITY HOSPITAL UNDER THE UNC HEALTH CARE SYSTEM). RESEARCH PROJECT: VALUE-BASED CARE HOME-BASED ACUTE CARE LEARNING AND ACTION NETWORK (VBC HOMELAN) IN ADDITION TO RESEARCHING NEEDS AND INTERVENTIONS IN THE EMERGENCY SETTING, AN IMPORTANT AREA OF INVESTIGATION IS UNDERSTANDING OPPORTUNITIES AND METHODS TO DELIVER CARE IN-PLACE WHERE SENIORS LIVE (AND TO DO SO IN A COST-EFFECTIVE, SUSTAINABLE MANNER). THROUGHOUT 2021, THE INSTITUTE ADVANCED ITS VALUE-BASED CARE HOME-BASED ACUTE CARE LEARNING AND ACTION NETWORK (VBC HOMELAN) COLLABORATIVE. THIS COLLABORATIVE IS A "HANDS ON" RESEARCH INITIATIVE THAT SUPPORTS THE ADVANCEMENT AND FINANCIAL SUSTAINABILITY OF HOME-BASED CARE PROGRAMS (MOST LED BY HOSPITALS) CENTERED ON PROACTIVE PATIENT ENGAGEMENT AND AGILE RESPONSES TO UNPLANNED ACUTE EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $221,757 | ExpenseAmt |
| Desc | COST OF HEALTHCAREOLDER ADULTS IN AMERICA (AND INDEED ALL INDIVIDUALS RESIDING IN THIS NATION) CONTINUE TO FEEL THE ECONOMIC BURDEN OF WHAT ARE AMONG THE HIGHEST HEALTHCARE COSTS IN THE WORLD. HIGH HEALTHCARE COSTS THREATEN FINANCIAL SECURITY, CURB PATIENT ACCESS, AND CROWD OUT SPENDING IN OTHER IMPORTANT ECONOMIC SECTORS SUCH AS EDUCATION AND SOCIAL SERVICES. THE GARY AND MARY WEST HEALTH INSTITUTE (WHI) REMAINS COMMITTED TO PLAYING AN IMPORTANT ROLE IN CONDUCTING APPLIED MEDICAL RESEARCH TO HELP PROVIDE UNBIASED AND RELIABLE DATA AND FINDINGS THAT ENABLE STAKEHOLDERS IN THE US HEALTH SYSTEM CHART A COURSE TO HEALTHCARE THAT IS MORE AFFORDABLE AND ULTIMATELY A BETTER VALUE FOR OLDER ADULTS IN AMERICA.THE WEST HEALTH INSTITUTE'S AREAS OF FOCUS IN ADDRESSING THE COST OF HEALTHCARE OVER THE PAST YEAR HAVE BEEN CENTERED AROUND CONDUCTING RESEARCH AND SHARING STATISTICS THAT CAN BE USED IN RAISING AWARENESS ABOUT THE SIZE AND URGENCY OF THIS ISSUE, LOWERING PRESCRIPTION DRUG PRICES, AND INCREASING PRICE TRANSPARENCY WITH A GOAL OF HIGHLIGHTING, AND EVENTUALLY REDUCING, OUT-OF-CONTROL HEALTHCARE SERVICE PRICING.GENERATE DATA THAT HIGHLIGHTS TO THE NATURE AND MAGNITUDE OF THE HEALTH SPENDING CRISIS TO FOCUS THE ATTENTION OF POLICYMAKERS, ADMINISTRATORS, AND THE GENERAL PUBLIC ON THE HEALTHCARE CRISIS, WHI UNDERTOOK A VARIETY OF STRUCTURED RESEARCH THAT WAS MADE WIDELY AVAILABLE IN 2021. OVER THE COURSE OF THE YEAR, WHI RELEASED FIVE HIGHLY SUCCESSFUL NATIONAL POLLS IN PARTNERSHIP WITH GALLUP. KEY FINDINGS PICKED UP BY MEDIA INCLUDED: MOST AMERICANS RANK REDUCING THE COST OF CARE AS A HIGH PRIORITY; AN ESTIMATED 46 MILLION CANNOT AFFORD NEEDED CARE TODAY; AND ONE IN SIX WORKERS ARE STAYING IN UNWANTED JOBS FOR HEALTH BENEFITS. THE GALLUP WORK ALSO INCLUDED THREE NATIONAL WEBINARS WITH WHICH SHARED OUR POLLING RESULTS. FINALLY, WE CLOSED THE YEAR BY PUBLISHING A LANDMARK 2021 "HEALTHCARE IN AMERICA REPORT," WHICH SHARED DATA THAT CHARACTERIZED THE GREAT INCREASE IN BURDEN OF HEALTHCARE COSTS AND THE GROWING WORRY ABOUT HEALTHCARE COSTS AMID COVID-19. THE REPORT WAS COVERED BY OVER 150 MEDIA OUTLETS.ADVANCE RESEARCH HELPING TO UNDERSTAND HOW DRUG COSTS MAY BE LOWERED; LEVERAGE DATA SCIENCE TO ILLUSTRATE PRICING DISPARITIES IN HEALTH SERVICESWHI WAS ABLE TO USE ITS DATA SCIENCE RESEARCH TEAM TO ANALYZE LARGE DATA SETS IN SUPPORT OF HYPOTHESES AROUND PRICE ISSUES IN BOTH DRUGS AND HEALTH SERVICES. FOR EXAMPLE, WHI DATA SCIENCE SUPPORT AND GUIDANCE WERE KEY TO A PUBLICATION IN JAMA OPEN, ESTIMATING SAVINGS FORM REFORMING MEDICARE REIMBURSEMENT POLICIES FOR BIOSIMILAR PRODUCTS, (GENERATING A HIGHLY FAVORABLE EDITORIAL COMMENT PUBLISHED ALONGSIDE THE ARTICLE). ADDITIONALLY, IN 2021, WHI ANALYZED LARGE AMOUNTS OF COMMERCIAL INSURER DATA VIA AN AGREEMENT WITH THE HEALTHCARE COST INSTITUTE (HCCI) TO SHOW THE INCONSISTENT AND EXTREMELY HIGH PRICES THAT MANY PROVIDERS CHARGE, HIGHLIGHTING THAT MARKET FAILURES MAY EXIST IN THE U.S. HEALTHCARE SYSTEM. RESEARCH AND DATA SUPPORT FOR THE CALIFORNIA MASTER PLAN FOR AGINGTHE MASTER PLAN FOR AGING (MPA) IN CALIFORNIA IS A BLUEPRINT FOR STATE AND LOCAL GOVERNMENT, THE PRIVATE SECTOR, AND PHILANTHROPY TO PREPARE THE STATE FOR THE PROJECTED DEMOGRAPHIC CHANGES AND AMPLIFY CALIFORNIA'S LEADERSHIP IN AGING, DISABILITY, AND EQUITY. THE URGENCY TO COMPLETE AND BEGIN IMPLEMENTATION OF THE MASTER PLAN WAS MAGNIFIED BY THE ONSET OF COVID-19, WHICH EXPOSED PERSISTENT AND SYSTEMIC INEQUITIES THAT DISPROPORTIONATELY IMPACTED OLDER CALIFORNIANS, PEOPLE WITH DISABILITIES AND COMMUNITIES OF COLOR. OVER THE COURSE OF 2021, WHI HAD THE OPPORTUNITY TO CONTINUE TO PROVIDE SCIENCE-DRIVEN INPUT INTO THE MPA IN A NUMBER OF WAYS. FINDINGS FROM THE GERIATRIC EMERGENCY DEPARTMENT (GED) RESEARCH WORKSTREAM WAS SHARED WITH POLICYMAKERS AND HAS RESULTED IN GEDS BEING SPECIFICALLY CALLED OUT IN THE MPA AS A MECHANISM FOR ONGOING DATA COLLECTION, AMONG OTHER FUNCTIONS. ADDITIONALLY, THE INSTITUTE HAS TAKEN A LEADING ROLE IN THE DEVELOPMENT OF THE DATA DASHBOARD FOR AGING, WHICH TRACKS THE MASTER PLAN'S TARGETS CURRENTLY AND OVER TEN YEARS. THE DATA DASHBOARD WAS CO-DEVELOPED BY THE CALIFORNIA DEPARTMENTS OF AGING AND PUBLIC HEALTH AND THE WEST HEALTH INSTITUTE AND SHOWCASES HOW RESEARCH AND DATA CAN BE USED TO BOTH INFORM AND EVALUATE POLICY DECISIONS AT A MACRO LEVEL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,466,203 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY HALLAK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8585357000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10350 N TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHARLES SEDERSTROM | ||||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY WEST | ||||||||
| DIRECTOR, CHAIRMAN | 15.00 | 12.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MCCLELLAN | ||||||||
| DIRECTOR | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK VALERIANI | ||||||||
| DIRECTOR | 15.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLEY M LYFORD | ||||||||
| PRESIDENT & CEO | 30.00 | 35.00 | $747,512 | $281,544 | $37,621 | Yes (X) | ||
| TIMOTHY LASH | ||||||||
| EVP & CHIEF STRATEGY OFFICER | 30.00 | 35.00 | $637,435 | $178,317 | $60,127 | Yes (X) | ||
| ZIA AGHA | ||||||||
| CHIEF MEDICAL OFFICER & EVP CLINICAL RESEARCH | 40.00 | 8.00 | $698,101 | $48,081 | $63,142 | Yes (X) | ||
| JONATHAN ZIFFERBLATT | ||||||||
| EVP, STRATEGY & SUCCESSFUL AGING | 50.00 | 0.00 | $0 | $431,711 | $48,605 | Yes (X) | ||
| SALLY HALLAK | ||||||||
| SECRETARY AND TREASURER | 30.00 | 25.00 | $0 | $352,734 | $28,772 | Yes (X) | ||
| SIOBHAN GRAHAM | ||||||||
| VP, OPERATIONS & HR (TERMED 9/24/21) | 50.00 | 0.00 | $0 | $218,642 | $20,237 | Yes (X) | ||
| JOSE UNPINGCO | ||||||||
| SENIOR DIRECTOR OF DATA SCIENCE | 40.00 | $261,486 | $0 | $52,247 | Yes (X) | |||
| AMY STUCK | ||||||||
| SR. DIR, VALUE-BASED ACUTE CARE | 40.00 | $205,437 | $0 | $54,709 | Yes (X) | |||
| CHRIS CROWLEY | ||||||||
| PROGRAM MANAGER | 40.00 | $228,931 | $0 | $30,299 | Yes (X) | |||
| LIANE WARDLOW | ||||||||
| DIRECTOR, CLINICAL RESEARCH | 40.00 | $188,408 | $0 | $53,178 | Yes (X) | |||
| ADRIAN KWONG | ||||||||
| PRINCIPAL DATA SECURITY ARCHITECT | 40.00 | $204,341 | $0 | $24,505 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,171,651 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,511,029 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $473,442 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GALLUP INC | |||||
| PO BOX 310284 | DES MOINES | IA | 50331 | CONSULTANTS | $1,177,825 |
| 99TEN BUSINESS SOLUTIONS | |||||
| 5800 ARMADA DRIVE STE 100 | CARLSBAD | CA | 92008 | IT CONSULTANTS | $315,816 |
| GLOBAL STRATEGY GROUP LLC | |||||
| 215 PARK AVE SOUTH 15TH FLOOR | NEW YORK | NY | 10003 | CONSULTANTS | $267,000 |
| WILLIAM SCANLON | |||||
| 3055 CROSEN COURT | HERNDON | VA | 20171 | CONSULTANTS | $238,428 |
| WAXMAN STRATEGIES | |||||
| 1150 CONNECTICUT AVE NW STE 800 | WASHINGTON | DC | 20036 | CONSULTANTS | $236,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $21,000,000 | RelatedOrganizationsAmt |
| All Other Contributions | $963 | AllOtherContributionsAmt |
| Noncash Contributions | $963 | NoncashContributionsAmt |
| Total Contributions | $21,000,963 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,335 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,335 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,335 | TotalRevenueColumnAmt |
| Exclusion | $44,335 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,045,299 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,621 | TotalAmt |
| Program Services | $8,621 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,833,148 | TotalAmt |
| Program Services | $1,456,510 | ProgramServicesAmt |
| Management And General | $376,638 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,522,332 | TotalAmt |
| Program Services | $2,180,492 | ProgramServicesAmt |
| Management And General | $341,840 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,067 | TotalAmt |
| Program Services | $105,067 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,101 | TotalAmt |
| Program Services | $257,019 | ProgramServicesAmt |
| Management And General | $82 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,686 | TotalAmt |
| Program Services | $199,635 | ProgramServicesAmt |
| Management And General | $41,051 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,307,399 | TotalAmt |
| Program Services | $627,843 | ProgramServicesAmt |
| Management And General | $1,679,556 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,970 | TotalAmt |
| Program Services | $1,249 | ProgramServicesAmt |
| Management And General | $60,721 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,211 | TotalAmt |
| Management And General | $90,211 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,590 | TotalAmt |
| Program Services | $217,590 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,209,469 | TotalAmt |
| Program Services | $7,912,235 | ProgramServicesAmt |
| Management And General | $1,297,234 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,654 | TotalAmt |
| Program Services | $76 | ProgramServicesAmt |
| Management And General | $9,578 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,165 | TotalAmt |
| Program Services | $140,528 | ProgramServicesAmt |
| Management And General | $575,637 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,677,246 | TotalAmt |
| Program Services | $946,618 | ProgramServicesAmt |
| Management And General | $730,628 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,565 | TotalAmt |
| Program Services | $25,195 | ProgramServicesAmt |
| Management And General | $75,370 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,326 | TotalAmt |
| Program Services | $10,326 | ProgramServicesAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,573 | TotalAmt |
| Program Services | $168,167 | ProgramServicesAmt |
| Management And General | $184,406 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,788 | TotalAmt |
| Management And General | $73,788 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TELECOMMUNICATIONS/WEB | $177,502 | $123,714 | $53,788 |
| SUBSCRIPTIONS AND PUBLI | $113,664 | $65,869 | $47,795 |
| RECRUITING AND RETENTIO | $31,656 | $4,937 | $26,719 |
| EQUIPMENT AND SUPPLIES | $19,211 | $5,017 | $14,194 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,495 | TotalAmt |
| Program Services | $9,495 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,148,439 | TotalAmt |
| Program Services | $14,466,203 | ProgramServicesAmt |
| Management And General | $5,682,236 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,236,268 | BOYAmt |
| EOY | $3,654,749 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,789 | BOYAmt |
| EOY | $9,790 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000,000 | BOYAmt |
| EOY | $5,000,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,662 | BOYAmt |
| EOY | $140,220 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,411 | BOYAmt |
| EOY | $650,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,559,107 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,233,869 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,494 | BOYAmt |
| EOY | $325,238 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,957 | BOYAmt |
| EOY | $23,454 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $11,015,654 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,921,581 | BOYAmt |
| EOY | $20,819,217 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,288,424 | BOYAmt |
| EOY | $4,737,039 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,617 | BOYAmt |
| EOY | $11,275,778 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,012,041 | BOYAmt |
| EOY | $16,012,817 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,056 | BOYAmt |
| EOY | $1,019,852 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,094,484 | BOYAmt |
| EOY | $3,786,548 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,909,540 | BOYAmt |
| EOY | $4,806,400 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,921,581 | BOYAmt |
| EOY | $20,819,217 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $896,860 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp (16 entries)
| CityCityNm | State AbbreviationStateAbbreviationCd |
|---|---|
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |
| LA JOLLA | CA |
| JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE | |
| BALTIMORE | MD |
| MOUNT SINAI HOSPITAL | |
| NEW YORK | NY |
| GARY AND MARY WEST SENIOR SERVICES INC | |
| SAN MARCOS | CA |
| BELLIN MEMORIAL HOSPITAL INC | |
| GREEN BAY | WI |
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |
| CHAPEL HILL | NC |
| DARTMOUTH-HITCHCOCK CLINIC | |
| LEBANON | NH |
| INTEGRATED HEALTHCARE ALLIANCE | |
| SAN DIEGO | CA |
| WHITE PLAINS HOSPITAL | |
| WHITE PLAINS | NY |
| GEISINGER CLINIC | |
| DANVILLE | PA |
| GROUP HEALTH PLAN INC DBA HEALTHPARTNERS | |
| MINNEAPOLIS | MN |
| HEBREW REHABILITATION CENTER | |
| BOSTON | MA |
| AURORA RESEARCH INSTITUTE LLC | |
| MILWAUKEE | WI |
| IHA HEALTH SERVICES CORP | |
| ANN ARBOR | MI |
| INTEGRA COMMUNITY CARE NETWORK | |
| WARWICK | RI |
| IOWA HEALTH SYSTEM | |
| CHICAGO | IL |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $217,590 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $217,590 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,930,849 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,148,439 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $430,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $402,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $291,000 | CurrentYearMinus1Amt |
| Current Year | $217,590 | CurrentYearAmt |
| Total | $1,340,590 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART IV | FormAndLineReferenceDesc |
| Explanation | THE GARY AND MARY WEST HEALTH INSTITUTE DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS) ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,796,830 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,796,830 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,186,313 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,069,765 | DepreciationAmt |
| Book Value | $116,548 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,575,964 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,367,274 | DepreciationAmt |
| Book Value | $208,690 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $325,238 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT-OF-USE ASSET | Desc |
| Book Value | $11,015,654 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,015,654 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FINANCE LEASES | $76,464 |
| OPERATING LEASE LIABILITY | $11,199,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,275,778 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,045,299 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,045,299 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,045,299 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,148,439 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,148,439 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,148,439 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | IN ACCORDANCE WITH FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE INSTITUTE EVALUATES ANNUALLY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN BY APPLYING A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION. MANAGEMENT EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2021. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. |
| SCHEDULE D, PART IX LINE 1 AND PART X LINE 2 | THE INSTITUTE LEASES ITS LA JOLLA FACILITY UNDER AN OPERATING LEASE AGREEMENT THAT EXPIRES IN APRIL 2028. WHI ADOPTED THE NEW LEASE STANDARD ASC 842 AT THE BEGINNING OF 2021. IN ACCORDANCE WITH ASC 842, THE INSTITUTE RECOGNIZES A RIGHT-OF-USE ASSET AND LEASE LIABILITY IN THE BALANCE SHEET RELATED TO THE OPERATING LEASE. THIS RESULTS IN AN INCREASE IN TOTAL ASSETS AND TOTAL LIABILITIES ON THE BALANCE SHEETS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AND MARY WEST SENIOR DENTAL CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 FOURTH AVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 473001738 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $7,658 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | OFFICE SPACE | NonCashAssistanceDesc |
| Purpose Of Grant | DONATION OF OFFICE SPACE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS WILL ONLY BE MADE TO 501(C)(3) ORGANIZATIONS TO ENSURE THE NON-CASH ITEMS WILL BE USED PROPERLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHELLEY M LYFORD | ||||||||||||||
| PRESIDENT & CEO | $575,274 | $249,770 | $151,673 | $31,774 | $20,565 | $0 | $11,400 | $7,843 | $7,268 | $11,110 | $766,180 | $300,497 | $0 | $0 |
| TIMOTHY LASH | ||||||||||||||
| EVP & CHIEF STRATEGY OFFICER | $493,916 | $159,211 | $123,519 | $19,106 | $20,000 | $0 | $7,208 | $11,532 | $40,171 | $1,216 | $684,814 | $191,065 | $0 | $0 |
| ZIA AGHA | ||||||||||||||
| CHIEF MEDICAL OFFICER & EVP CLINICAL | $551,235 | $48,081 | $126,504 | $0 | $20,362 | $0 | $14,500 | $0 | $48,642 | $0 | $761,243 | $48,081 | $0 | $0 |
| JONATHAN ZIFFERBLATT | ||||||||||||||
| EVP, STRATEGY & SUCCESSFUL AGING | $0 | $326,375 | $0 | $85,063 | $0 | $20,273 | $0 | $14,500 | $0 | $34,105 | $0 | $480,316 | $0 | $0 |
| SALLY HALLAK | ||||||||||||||
| SECRETARY AND TREASURER | $0 | $269,878 | $0 | $63,078 | $0 | $19,778 | $0 | $14,500 | $0 | $14,272 | $0 | $381,506 | $0 | $0 |
| JOSE UNPINGCO | ||||||||||||||
| SENIOR DIRECTOR OF DATA SCIENCE | $233,031 | $0 | $27,930 | $0 | $525 | $0 | $13,394 | $0 | $38,853 | $0 | $313,733 | $0 | $0 | $0 |
| AMY STUCK | ||||||||||||||
| SR. DIR, VALUE-BASED ACUTE CARE | $177,946 | $0 | $26,800 | $0 | $691 | $0 | $10,552 | $0 | $44,157 | $0 | $260,146 | $0 | $0 | $0 |
| CHRIS CROWLEY | ||||||||||||||
| PROGRAM MANAGER | $208,954 | $0 | $18,710 | $0 | $1,267 | $0 | $11,445 | $0 | $18,854 | $0 | $259,230 | $0 | $0 | $0 |
| LIANE WARDLOW | ||||||||||||||
| DIRECTOR, CLINICAL RESEARCH | $170,250 | $0 | $17,931 | $0 | $227 | $0 | $9,702 | $0 | $43,476 | $0 | $241,586 | $0 | $0 | $0 |
| SIOBHAN GRAHAM | ||||||||||||||
| VP, OPERATIONS & HR (TERMED 9/24/21) | $0 | $154,041 | $0 | $40,024 | $0 | $24,577 | $0 | $8,979 | $0 | $11,258 | $0 | $238,879 | $0 | $0 |
| ADRIAN KWONG | ||||||||||||||
| PRINCIPAL DATA SECURITY ARCHITECT | $189,160 | $0 | $14,925 | $0 | $256 | $0 | $9,608 | $0 | $14,897 | $0 | $228,846 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE USE OF BUSINESS CLASS MAY BE AUTHORIZED UNDER THE CIRCUMSTANCES LISTED BELOW: (1) INTERNATIONAL TRAVEL; (2) BUSINESS OR FIRST CLASS IS THE ONLY SERVICE OFFERED BETWEEN TWO POINTS; (3) COACH CLASS WOULD BE MORE EXPENSIVE OR TIME CONSUMING, E.G., WHEN, BECAUSE OF SCHEDULING DIFFICULTIES, TRAVELING BY COACH WOULD REQUIRE AN UNNECESSARY HOTEL EXPENSE, CIRCUITOUS ROUTING (2 OR MORE LAYOVERS), OR AN UNDULY LONG LAYOVER WHEN MAKING CONNECTIONS; (4) AN ITINERARY INVOLVES OVERNIGHT TRAVEL WITHOUT THE OPPORTUNITY FOR NORMAL REST BEFORE THE COMMENCEMENT OF WORKING HOURS; OR (5) THE USE OF BUSINESS CLASS IS NECESSARY TO REASONABLY ACCOMMODATE A DISABILITY OR MEDICAL NEED OF A TRAVELER. |
| PART I, LINE 3 | COMPENSATION FOR THE CEO WAS ESTABLISHED BY THE BOARD OF DIRECTORS OF THE GARY AND MARY WEST HEALTH INSTITUTE AND PAID BY THE INSTITUTE. THE FOLLOWING WAS USED TO ESTABLISH THE COMPENSATION: 1)COMPENSATION COMMITTEE; 2)FORM 990 OF OTHER ORGANIZATIONS; 3)COMPENSATION SURVEY OR STUDY; 4)APPROVAL BY THE BOARD OF DIRECTORS. |
| PART I, LINE 4B | 17B: EACH OF THE FOLLOWING INDIVIDUALS TIMOTHY LASH, ZIA AGHA AND SHELLEY M. LYFORD (LISTED ON SCHEDULE J) PARTICIPATED IN THE 457(B) NONQUALIFIED DEFINED CONTRIBUTION PLAN OFFERED BY THE WEST HEALTH INSTITUTE. THE GARY AND MARY WEST HEALTH INSTITUTE MAKES AN ANNUAL CASH CONTRIBUTION FOR EACH EMPLOYEE IN AN AMOUNT EQUAL TO THE APPLICABLE DOLLAR AMOUNT IN EFFECT FOR THAT YEAR. FOR 2021 THIS AMOUNT WAS $19,500. CONTRIBUTIONS WERE MADE FOR TIMOTHY LASH, ZIA AGHA AND SHELLEY LYFORD. JONATHAN ZIFFERBLATT AND SALLY HALLAK (ALSO LISTED ON SCHEDULE J) PARTICIPATED IN THE 409A NONQUALIFIED DEFINED CONTRIBUTION PLAN OFFERED BY THE GARY AND MARY WEST MANAGEMENT COMPANY, INC., A RELATED ORGANIZATION. FOR 2021 THIS AMOUNT WAS $19,500. CONTRIBUTIONS WERE MADE FOR JONATHAN ZIFFERBLATT AND SALLY HALLAK. |
| PART I, LINE 7 | EACH OF THE MANAGERS IS ELIGIBLE FOR AN ANNUAL DISCRETIONARY BONUS, SUBJECT TO BOARD APPROVAL, WHICH IS BASED ON INDIVIDUAL PERFORMANCE AND LIMITED TO A MAXIMUM PERCENTAGE OF BASE COMPENSATION. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART V DISCLOSURE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART IV | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: GARY WEST, CHAIRMAN OF THE WEST HEALTH INSTITUTE, IS A MEMBER OF 99 TEN BUSINESS SOLUTIONS, LLC. GARY WEST IS TREATED AS AN INTERESTED PERSON FOR PURPOSES OF SCHEDULE L, PART IV. ADDRESSING BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS. THERE WERE BUSINESS TRANSACTIONS BETWEEN THE INSTITUTE AND 99 TEN BUSINESS SOLUTIONS, LLC DURING 2021. TOTAL TRANSACTION AMOUNT IS $315,816 FOR IT CONSULTING SERVICES. THE COMPENSATION PAID WAS LESS THAN THE COMMERCIAL MARKET CHARGES FOR SUCH SERVICES. |
| SCHEDULE L PART IV | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: WEST HEALTH INSTITUTE ("WHI") SHARES COMMON OFFICERS. TIMOTHY LASH, ZIA AGHA AND JONATHAN ZIFFERBLATT. IN 2021, GARY AND MARY WEST SENIOR SERVICES AND WHI ENTERED INTO A JOINT RESEARCH COLLABORATION AGREEMENT VALUED AT $2,000,000. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 20 | THE INSTITUTE LEASES ITS LA JOLLA FACILITY UNDER AN OPERATING LEASE AGREEMENT THAT EXPIRES IN APRIL 2028. WHI ADOPTED THE NEW LEASE STANDARD ASC 842 AT THE BEGINNING OF 2021. IN ACCORDANCE WITH ASC 842, THE INSTITUTE RECOGNIZES A RIGHT-OF-USE ASSET AND LEASE LIABILITY IN THE BALANCE SHEET RELATED TO THE OPERATING LEASE. THIS RESULTS IN AN INCREASE IN TOTAL ASSETS AND TOTAL LIABILITIES ON THE BALANCE SHEETS. |
| FORM 990, PART III, LINE 4A, (CONTINUATION): | THE SPECIFIC AIMS FOR THE 2021 VBC HOMELAN WERE TO DEPLOY AND MEASURE METHODS DESIGNED TO REDUCE HOSPITALIZATIONS AND ED VISITS, ENABLING SENIORS TO REMAIN IN THEIR HOMES AND COMMUNITIES, AND PROGRESS FINANCIAL SUSTAINABILITY OF THE ACUTE CARE AT HOME PROGRAMS. FOR THE 2021 ROSTER WE CHOSE SIX EXCEPTIONAL RISK-BASED COLLABORATORS, INCLUDING HOSPITAL-BASED PARTNERS UNITYPOINT HEALTH (IOWA), INTEGRA (RHODE ISLAND), HEALTHPARTNERS (MINNESOTA), AND MOUNT SINAI (NEW YORK), AS WELL AS COMMUNITY-BASED PARTNERS INTEGRATED HEALTHCARE ALLIANCE (CALIFORNIA) AND VISITING NURSE ASSOCIATION HEALTH GROUP (NEW JERSEY). THE STRATEGY WAS TO FOCUS ON TEAMS THAT CONTINUED TO EMBRACE MORE FINANCIAL RISK AND EXHIBITED A TRACK RECORD OF RESEARCHING AND DEPLOYING CARE IMPROVEMENT IN ITERATIVE ROUNDS OF IMPROVEMENT. THE OVERALL 2021 VBC HOMELAN RESULTS EXCEEDED OUR EXPECTATIONS. A DASHBOARD WAS DEPLOYED TO METHODICALLY COLLECT AND STANDARDIZE DATA GENERATED BY THESE MODELS. THE INSTITUTE COLLECTED THE TOP-LEVEL RESULTS OF AVERTED VISITS AND GROSS COSTS AND DEVELOPED THE ABILITY TO TRACK AND ANALYZE THE NET FINANCIAL IMPACT TO BOTH MEDICARE AND THE PROVIDERS. FOR THE SIX ORGANIZATIONS OVER 10 MONTHS, DATA INDICATED THAT OVER 906 EMERGENCY ROOM VISITS AND OVER 529 INPATIENT HOSPITAL ADMISSIONS WERE AVOIDED, FOR A COLLECTIVE TOP-LINE (GROSS) SAVINGS TO MEDICARE OF OVER $8.4M. THE INSTITUTE'S FOCUS ON MEASURING NET SAVINGS FURTHER EXTENDED THE RESILIENCY OF OUR COLLABORATORS AND THEIR ABILITY TO SCALE THE PROGRAMS IN TERMS OF FOSTERING SUSTAINABLE DELIVERY OF COST-LOWERING PROGRAMS. SENIOR-APPROPRIATE CHRONIC CARE RESEARCH SYSTEMATICALLY ADDRESSING THE ONGOING COMPLEX MEDICAL, BEHAVIORAL, AND SOCIAL NEEDS OF OLDER ADULTS IN A COST-EFFECTIVE MANNER WHILE ENSURING THAT WHAT MATTERS MOST TO THEM IS TAKEN INTO ACCOUNT IS AN IMPORTANT PART OF THE INSTITUTE'S RESEARCH. THESE ACTIVITIES COVER A VARIETY OF AREAS. RESEARCH PROJECT: LEARNING AND DEPLOYING OPTIMIZED CARE IN THE PACE SETTING: THE PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) IS A FEDERALLY FUNDED AND REGULATED PROGRAM THAT PROVIDES WRAP-AROUND MEDICAL AND SOCIAL SERVICES FOR SENIORS WHO WOULD OTHERWISE NEED NURSING HOME LEVEL CARE. MANAGING THE CHRONIC CONDITIONS AND NEEDS OF THIS HIGH-COST, HIGH-NEED POPULATION SEGMENT REQUIRES COORDINATED CARE TO ENABLE AGING-IN-PLACE AT HOME. THE INSTITUTE IS WORKING TO DEVELOP AND EXECUTE ON AN INNOVATIVE PROGRAM OF APPLIED MEDICAL RESEARCH STUDIES TO BETTER UNDERSTAND AND EXPLORE HOW CARE CAN BE INCREASINGLY DELIVERED WITH HIGH EFFICIENCY (INCLUDING COST EFFICIENCY) AND QUALITY AT PACE. BUILDING SYSTEMS TO GATHER DATA AND TEST HYPOTHESES (POPULATION HEALTH RESEARCH DASHBOARDS) BUILDING ON WEST HEALTH INSTITUTE'S EXISTING WORK TO ADVANCE THE USE OF DATA AND ANALYTICAL TOOLS SUCH AS DECISION-SUPPORT DASHBOARDS, THE INSTITUTE IS ESTABLISHING CLINICAL AND OPERATIONAL DASHBOARDS FOR USE IN PACE PROGRAMS. PACE PROGRAMS HAVE HISTORICALLY HAD A DIFFICULT TIME COLLECTING AND USING DATA TO INFORM DECISION-MAKING, LARGELY DUE TO INFORMATION BEING SILOED IN ONE OF MANY (OFTEN 7-10) DIFFERENT DATABASES. OUR RESEARCH HYPOTHESIS IS THAT BRINGING TOGETHER AND ORGANIZING DATA FROM A VARIETY OF DATABASES INTO ONE SYSTEM WILL ALLOW US TO DELIVER JUST-IN-TIME METRICS IN AN EASY-TO-CONSUME MANNER. FURTHER, BY DOING THIS, WE WILL HELP PACE CLINICAL AND ADMINISTRATIVE STAFF BETTER CHARACTERIZE AREAS OF NEED, DELIVER TARGETED SERVICES MORE EFFICIENTLY AND EFFECTIVELY TO THE MOST AT-RISK PACE PARTICIPANTS, AND ASSESS THE UTILITY OF THESE INTERVENTIONS. IN 2021, TWO DASHBOARDS WERE COMPLETED AND MADE AVAILABLE. THESE DASHBOARDS WERE PRIORITIZED BECAUSE THEY ARE TWO OF THE MOST CLINICALLY IMPORTANT AND FINANCIALLY RELEVANT AREAS FOR PACE: 1) UTILIZATION AND COSTS RELATED TO EMERGENCY DEPARTMENT VISITS AND HOSPITALIZATION, AND 2) TELEHEALTH COSTS AND UTILIZATION (BOTH PACE-INTERNAL AND WITH OUTSIDE SPECIALISTS). TWO ADDITIONAL DASHBOARDS WERE >80% COMPLETE AS OF 2021 END-OF-YEAR:1) A FINANCIAL DASHBOARD THAT DISPLAYS KEY INCOME AND EXPENSE DATA, AND 2) A TRANSPORTATION DASHBOARD THAT DISPLAYS COST AND UTILIZATION OF SCHEDULED AND UNSCHEDULED TRANSPORTATION (A LARGE COST DRIVER FOR THE PROGRAM, PARTICULARLY DURING THE PUBLIC HEALTH EMERGENCY). AN EVALUATION PLAN WAS ALSO CREATED AND DEPLOYED TO TRACK THE USAGE AND USEFULNESS OF THE DASHBOARDS OVER TIME. TESTING NEW INTERVENTIONS (REDUCING POTENTIALLY AVOIDABLE HOSPITAL AND EMERGENCY DEPARTMENT ADMISSIONS) A PACE CLINIC IS TYPICALLY EQUIPPED WITH SOME DEGREE OF AGILE RESPONSE INFRASTRUCTURE, INCLUDING SAME-DAY APPOINTMENTS, TRANSPORTATION TO AND FROM THE CLINIC, AND A CREW OF SOCIAL WORKERS, PROVIDERS, AND PHYSICAL/OCCUPATIONAL THERAPISTS TO MEET THE NEEDS OF THEIR PARTICIPANTS. HOWEVER, BECAUSE SOME PACE PARTICIPANTS REMAIN CONDITIONED TO CALL 911 IN AN EMERGENCY, IN 2021 THE INSTITUTE EXPLORED OPPORTUNITIES TO INTERCEPT PARTICIPANTS' NON-LIFE-THREATENING MEDICAL CONCERNS USING A MOBILE HEALTH/COMMUNITY PARAMEDICINE SERVICE. SPECIFICALLY, WE CONDUCTED A PILOT STUDY TO INVESTIGATE THE FEASIBILITY OF USING A SUCH A SERVICE TO PROVIDE SCHEDULED AND ON-DEMAND VISITS TO PARTICIPANT'S HOMES. THIS STUDY WAS DESIGNED TO BOTH DETERMINE THE OPTIMAL WORKFLOWS FOR USING MOBILE HEALTH AND THEN PERFORM A PRE/POST ASSESSMENT ON EFFECTIVENESS OF THIS INTERVENTION. THOUGH THERE WERE LOW ACUTE ACTIVATIONS OF THE SERVICE, WE FOUND USING THIS SERVICE WAS FEASIBLE AND OFFERED OPPORTUNITIES TO IDENTIFY CLINICAL PROBLEMS BEFORE THEY BECAME SEVERE ENOUGH TO WARRANT AN ED VISIT. NEARING THE END OF 2021, ED VISITS AND HOSPITALIZATIONS FOR PACE PARTICIPANTS WERE TRENDING DOWNWARD. LIKE ALL OF OUR WORK, THESE RESULTS WILL BE SHARED TO ENABLE INFORMED DECISION MAKING BY OTHER PACE AND COMPLEX-CARE DELIVERY ORGANIZATIONS. RESEARCH PROJECT: HOME-BASED MONITORING HOME-BASED PRIMARY CARE (HBPC) IS A MULTIDISCIPLINARY ONGOING CARE STRATEGY FOR PROVIDING IN-HOME TREATMENT PRIMARILY TO ADDRESS MEDICALLY COMPLEX HOMEBOUND SENIORS' NEEDS. RECENT STUDIES HAVE DEMONSTRATED THAT HBPC CAN BE A COST-EFFECTIVE STRATEGY FOR DELIVERING CARE TO FRAIL PATIENTS WHILE MAINTAINING OR IMPROVING QUALITY OF CARE AND PATIENT SATISFACTION. THIS PAST YEAR (2021) SAW THE CONCLUSION OF WHI'S MULTI-YEAR RESEARCH COLLABORATION WITH NORTHWELL HEALTH'S HOUSE CALLS PROGRAM, THE "HOME-BASED MONITORING TO ENHANCE AND SCALE A HIGH-TOUCH HOME-BASED PRIMARY CARE PROGRAM." THE RESEARCH AIMED TO EXPAND THE PATIENT CENSUS IN THE HOUSE CALLS PRACTICE OF NEW YORK STATE'S LARGEST MULTI-HOSPITAL HEALTH SYSTEM THROUGH REDESIGN OF SCHEDULED IN-HOME VISITS USING A NEW, INNOVATIVE CARE TEAM COMPOSITION AND TELEHEALTH TECHNOLOGY. IN 2021, THE HOUSE CALLS PRACTICE CONTINUED TO SERVE ITS FRAIL, HOMEBOUND SENIORS USING THIS NEW MODEL OF CARE. DISSEMINATION EFFORTS TO SUPPORT THE GROWTH OF THIS MODEL TO OTHER PRACTICES RESULTED IN A PUBLISHED PEER-REVIEWED PAPER "EMERGENCY MEDICAL TECHNICIAN-FACILITATED TELEHEALTH VISITS: A NEW MODEL TO EXPAND HOME-BASED PRIMARY CARE FOR HOMEBOUND SENIORS" IN TELEHEALTH AND MEDICINE TODAY AND AN IMPLEMENTATION GUIDE, "A PRACTICAL GUIDE TO EXPANDING HOME-BASED PRIMARY CARE WITH TELEHEALTH" RESEARCH PROJECT: COMPARISON OF TELEHEALTH AND IN-PERSON CARE TELEHEALTH RESEARCH IS AN IMPORTANT AREA OF FOCUS IN ADVANCING THE HEALTH NEEDS OF SENIORS. IN THE WAKE OF THE PANDEMIC, TELEHEALTH ENCOUNTERS HAVE INCREASED, AND IT IS ESSENTIAL TO BETTER CHARACTERIZE THE ATTRIBUTES OF TELEHEALTH AS IT RELATES TO CARE FOR OLDER ADULTS. THE YEAR 2021 SAW THE CULMINATION OF A MULTI-YEAR, MULTI-COLLABORATOR EFFORT LED BY WHI TO EXAMINE THE EFFICACY OF TELEHEALTH ENCOUNTERS VS. IN-PERSON VISITS IN RESOLVING CARE NEEDS FOR SENIORS. PERFORMED IN CONJUNCTION WITH THREE LARGE HOSPITAL HEALTH SYSTEMS: KAISER, JEFFERSON HEALTH, AND SPECTRUM HEALTH, AND PUBLISHED IN THE JOURNAL OF TELEMEDICINE AND TELECARE AS "URGENT/NON-EMERGENT TELEHEALTH CARE FOR SENIORS: FINDINGS FROM A MULTI-SITE IMPACT STUDY" (APRIL 2021), THE STUDY EXAMINED OVER 300,000 ENCOUNTERS OVER 3 YEARS AND DEMONSTRATED THAT TELEHEALTH WAS SUCCESSFUL IN RESOLVING URGENT AND NON-EMERGENT NEEDS IN ROUGHLY 85% OF CASES. WHEN VISITS REQUIRED FOLLOW-UP, OVER 95% WERE RESOLVED IN LESS THAN THREE VISITS FOR BOTH TELEHEALTH AND IN-PERSON COHORTS. REGARDLESS OF REIMBURSEMENT AND OPERATIONAL MODELS, VISIT TELEHEALTH RESOLUTION RATES WERE SIMILAR TO IN-PERSON CARE. THESE FINDINGS BOTH REINFORCE THAT TELEHEALTH IS AN EFFECTIVE AND VIABLE CARE MODALITY FOR SENIORS TO UTILIZE AS WELL AS THE NEED FOR STRUCTURED MEDICAL RESEARCH TO CREATE RELIABLE DATA WHICH CAN BE USED IN THE EVALUATION OF NEW MODELS OF CARE. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE MAJORITY OF THE CURRENT DIRECTORS AND OFFICERS HAVE A "BUSINESS RELATIONSHIP" AS DEFINED IN THE FORM 990 INSTRUCTIONS, WITH EACH OF THE OTHER CURRENT OFFICERS AND DIRECTORS BECAUSE OF POSITIONS THEY HOLD WITH AFFILIATED ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 3 | GARY AND MARY WEST MANAGEMENT COMPANY, INC., ("WMC") IS A NON-PROFIT, TAXABLE ENTITY THAT PROVIDES SERVICES TO AFFILIATED ORGANIZATIONS. CERTAIN SUPERVISORY, FINANCIAL AND OTHER ADMINISTRATIVE FUNCTIONS ARE PREFORMED BY EMPLOYEES OF GARY AND MARY WEST MANAGEMENT COMPANY, INC. SALLY HALLAK, SIOBHAN GRAHAM (THRU 9/24/2021), AND JONATHAN ZIFFERBLATT ARE OFFICERS OF WHI AND RELATED ORGANIZATIONS BUT ARE DIRECT EMPLOYEES OF WMC. (REFER TO SCHEDULE J). TOTAL OFFICER COMPENSATION PAID TO THESE OFFICERS IS $979,632 |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A NON-PROFIT, NON-STOCK CORPORATION WITH THREE MEMBERS DURING 2021. ONE INCORPORATED MEMBER DESIGNATED AS A PERMANENT MEMBER, THE GARY AND MARY WEST FOUNDATION, AND TWO NON-INCORPORATED MEMBERS WHICH ARE ELECTED AND TERM-BASED MEMBERS, JAMES K HASSON AND THOMAS CULHANE. ADDITIONALLY, MEMBERS APPOINT AND CAN REMOVE DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE ORGANIZATION HAVE THE AUTHORITY TO ELECT AND REMOVE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING DECISIONS REQUIRE MEMBER APPROVAL: 1. THE DISSOLUTION, LIQUIDATION, MERGER, CONSOLIDATION, RECAPITALIZATION OR OTHER REORGANIZATION OF THE CORPORATION; 2. THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OF THE CORPORATION; AND 3. ANY CHANGES PROPOSED TO BE MADE BY THE CORPORATION'S BOARD OF DIRECTORS TO THE CORPORATION'S CERTIFICATE OF INCORPORATION OR BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 INFORMATION WAS COMPILED FROM THE ORGANIZATION'S CORPORATE AND ACCOUNTING RECORDS AND PROVIDED TO THE ORGANIZATION'S OUTSIDE TAX PREPARER. THE COMPLETED FORM 990 WAS REVIEWED BY THE ORGANIZATION'S CFO, OUTSIDE LEGAL COUNSEL AND CEO. UPON SATISFACTORY COMPLETION OF THE INTERNAL REVIEW PROCESS, A DRAFT OF THE FORM 990 WAS CIRCULATED TO THE ORGANIZATION'S AUDIT COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW. THE FORM 990 WAS THEN FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE DIRECTORS AND OFFICERS OF THE INSTITUTE MET REGULARLY THROUGHOUT 2021 AND DISCUSSED ALL ACTUAL AND POTENTIAL CONFLICTS OF INTEREST THAT EXISTED WITH RESPECT TO OTHER NON-PROFIT AND BUSINESS ORGANIZATIONS. THE DIRECTORS AND OFFICERS ALSO COLLECTED ANNUAL WRITTEN CONFLICT OF INTEREST STATEMENTS FROM ALL DIRECTORS AND OFFICERS. NO FAILURES OF COMPLIANCE WITH THE POLICY WERE FOUND. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS A COMPENSATION APPROVAL PROCESS FOR ITS EMPLOYEES. FOR THOSE PAID IN EXCESS OF $100,000, A BASIC COMPENSATION STUDY IS PERFORMED AND COMPENSATION RANGES ARE REQUIRED TO BE APPROVED BY THE BOARD OF DIRECTORS. FOR THOSE PAID IN EXCESS OF $250,000, SUCH AS THE CEO, AN ENHANCED STUDY OF COMPARABLE COMPENSATION IS PERFORMED AND THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION LEVELS. THE ORGANIZATION HAS ALSO RETAINED THE SERVICES OF AN OUTSIDE COMPENSATION CONSULTANT. THE MOST RECENT REVIEW WAS DONE IN 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS CERTIFICATE OF INCORPORATION AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON THE REQUEST FOR SUCH DOCUMENTS. |
| FORM 990, PART VII: | THE ORGANIZATION HAS A MANAGEMENT SERVICES AGREEMENT WITH THE GARY AND MARY WEST MANAGEMENT COMPANY, INC., A RELATED NON-PROFIT CORPORATION, WHEREBY THE GARY AND MARY WEST MANAGEMENT COMPANY, INC. PROVIDES CERTAIN ADMINISTRATIVE SUPPORT SERVICES TO THE ORGANIZATION. SUCH SERVICES INCLUDE THAT OF VARIOUS SENIOR MANAGEMENT ROLES. THE BELOW OFFICER'S COMPENSATION FROM GARY AND MARY WEST FOUNDATION WERE PRORATED AND REPORTED ON PART VII: SHELLEY LYFORD, TIMOTHY LASH AND ZIA AGHA. THE PERIOD THAT GARY AND MARY WEST FOUNDATION WAS CONSIDERED A RELATED PARTY IS 01/01/2021-12/8/2021. |
| FORM 990, PART IX, LINE 11G | OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 856,108. MANAGEMENT AND GENERAL EXPENSES 1,269,948. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,126,056. RESEARCH STUDIES: PROGRAM SERVICE EXPENSES 7,052,627. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,052,627. OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 630. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 630. STAKEHOLDER COMMUNICATIONS: PROGRAM SERVICE EXPENSES 3,500. MANAGEMENT AND GENERAL EXPENSES 26,656. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,156. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GARY AND AMRY WEST HEALTH POLICY CENTER | ||||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | 275388874 | SEE SCH R. PART VII | DE | 501(C)(3) | PF | N/A | 0 |
| GARY AND MARY WEST HEALTH ENDOWMENT INC | ||||||||||
| 1313 N MARKET ST SUITE 5300 | WILLINGTON | DE | 19801 | 272953865 | FINANCIAL SUPPORT | DE | 501(C)(3) | 11 | N/A | 0 |
| GARY AND MARY WEST FOUNDATION | ||||||||||
| 10350 N TORREY PINES RD | LA JOLLA | CA | 92037 | 470793015 | SEE SCH R. PART VII | DE | 501(C)(3) | PF | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| GARY AND MARY WEST MANAGEMENT COMPANY INC | ||||||||||
| 5800 ARMADA DRIVE SUITE 100 | CARLSBAD | CA | 92008 | 454040871 | SEE SCH R, PART VII | DE | N/A | C | 0 | |
| DIGITAL HEALTH CORP | ||||||||||
| 10350 N TORREY PINES ROAD | LA JOLLA | CA | 920371055 | 820903337 | SEE SCH R, PART VII | DE | C | 0 | GARY AND MARY WEST HEALTH ENDOWMENTINC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II: IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: | NAME OF RELATED ORGANIZATION: GARY AND MARY WEST HEALTH POLICY CENTER, INC. PRIMARY ACTIVITY: POLICY RESEARCH TO DEVELOP MORE AFFORDABLE HEALTHCARE MODELS ENABLING SENIORS TO SUCCESSFULLY AGE. |
| PART IV: IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION: | NAME OF RELATED ORGANIZATION: GARY AND MARY WEST MANAGEMENT COMPANY, INC. TYPE OF ENTITY: GARY AND MARY WEST MANAGEMENT COMPANY, INC. IS A NON-STOCK, NON-PROFIT CORPORATION TAXED AS A C-CORPORATION THAT PROVIDES CERTAIN ADMINISTRATIVE SUPPORT SERVICES. PRIMARY ACTIVITY: PROVIDING ADMINISTRATIVE SUPPORT SERVICES. |
| PART II: IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: | NAME OF RELATED ORGANIZATION: GARY AND MARY WEST WEST FOUNDATION PRIMARY ACTIVITY: PROVIDES OUTCOMES-BASED FUNDING TO SUPPORT INITIATIVES THAT LOWER THE COST OF HEALTHCARE TO ENABLE SENIORS TO SUCCESSFULLY AGE. PERIOD THAT GARY AND MARY WEST FOUNDATION WAS CONSIDERED A RELATED PARTY IS 1/1/2021 - 12/8/2021. RENT FACILITY SPACE: 1,473 SQUARE FEET OF OFFICE SPACE AND COMMON AREAS. |
| PART IV: IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION: | NAME OF RELATED ORGANIZATION: DIGITAL HEALTH CORP. PRIMARY ACTIVITY: HEALTHCARE COMPANY THAT HARNESSES THE POWER OF THE LATEST TECHNOLOGY TO ACCELERATE AND IMPROVE PATIENT RECOVERY AT HOME. |