GARY AND MARY WEST HEALTH POLICY CENTER INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND MARY WEST HEALTH POLICY CENTER INC (EIN 27-5388874)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349100504
- Schema version
- 2020v4.1
- 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-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T02:17:45-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275388874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AND MARY WEST HEALTH POLICY CENTER | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 2027298577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 K STREET NW SUITE 730 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY LASH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027298577 | PhoneNum |
| Signature | 2021-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | LASH | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,141,773 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,710,283 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,710,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $224,097 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $224,097 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,272,768 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,118,319 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $252,992 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $224,996 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,687 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,554 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,553 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,499 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,881,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,867,243 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $115,854 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $332,235 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $353,699 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $44,730 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $46,354 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $25,460 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $25,884 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $344,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $332,640 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,525,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,224,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,298,622 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,687,938 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,823,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,912,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$113,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,275,730 | CashBOYAmt |
| Cash EOY | $885,342 | CashEOYAmt |
| Cash EOYFMV | $885,342 | CashEOYFMVAmt |
| Acct Rcvbl | $2,882 | AcctRcvblAmt |
| Acct Rcvbl BOY | $30 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,882 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,882 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $60,412 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $63,393 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $63,393 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,236,389 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,071,998 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $272,246 | LandBOYAmt |
| Land EOY | $164,391 | LandEOYAmt |
| Land EOYFMV | $164,391 | LandEOYFMVAmt |
| Other Assets BOY | $25,765 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,765 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,765 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,634,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,141,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,141,773 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,513,533 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,134,168 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,513,533 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,134,168 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $120,650 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$103,156 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $110,761 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,634,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,141,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$113,560 | ExcessRevenueOverExpensesAmt |
| Other Increases | $515 | OtherIncreasesAmt |
| Subtotal | $7,605 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,605 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WESTHEALTH.ORG | WebsiteAddressTxt |
| Individual With Books | SALLY HALLAK | IndividualWithBooksNm |
| Phone | 8585357000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY LASH | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | OFFICER/PRESIDENT | 10.00 | $172,453 | $0 | $0 |
| MARK MCCLELLAN | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | BOARD OF DIRECTORS | 5.00 | $0 | $0 | $0 |
| GARY WEST | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | CHAIRMAN OF THE BOARD | 5.00 | $0 | $0 | $0 |
| NICK VALERIANI | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | BOARD OF DIRECTORS | 5.00 | $0 | $0 | $0 |
| SALLY HALLAK | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | SECRETARY & TREASURER | 5.00 | $51,644 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CRISTINA BOCCUTI | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $255,368 | $37,334 | $0 |
| AMY HERR | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $188,828 | $27,427 | $0 |
| SEAN DICKSON | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $189,275 | $17,216 | $0 |
| MEAGAN ALLEY | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | STRATEGY ANALYST | 40.00 | $101,362 | $21,989 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACTUARIAL RESEARCH CORPORATION | |||||
| 6928 LITTLE RIVER TURNPIKE SUITE E | ANNANDALE | VA | 22003 | CONSULTANTS | $471,600 |
| WAXMAN STRATEGIES | |||||
| 1150 CONNECTICUT AVE NW STE 800 | WASHINGTON | DC | 20036 | CONSULTANTS | $427,963 |
| HART HEALTH STRATEGIES INC | |||||
| 3823 FORDHAM ROAD NW | WASHINGTON | DC | 20016 | CONSULTANTS | $268,357 |
| XCENDA LLC | |||||
| PO BOX 198298 | ATLANTA | GA | 303848298 | CONSULTANTS | $203,680 |
| MILLIMAN INC | |||||
| 3000 BAYPORT DRIVE SUITE 1050 | TAMPA | FL | 336078406 | CONSULTANTS | $128,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 7 | Description1Txt |
| Expenses1 | $5,912,223 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,098,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,098,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,098,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,067,274 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,912,223 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $8,000 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,920,223 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,920,223 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2012-01-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,920,223 | CurrentYearAmt |
| Year1 | $5,512,801 | Year1Amt |
| Year2 | $4,510,899 | Year2Amt |
| Year3 | $3,389,698 | Year3Amt |
| Total | $19,333,621 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,687,938 | CurrentYearAmt |
| Year1 | $1,121,051 | Year1Amt |
| Year2 | $448,481 | Year2Amt |
| Year3 | $329,954 | Year3Amt |
| Total | $3,587,424 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,232,285 | CurrentYearAmt |
| Year1 | $4,391,750 | Year1Amt |
| Year2 | $4,062,418 | Year2Amt |
| Year3 | $3,059,744 | Year3Amt |
| Total | $15,746,197 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $68,909 | CurrentYearAmt |
| Year1 | $71,249 | Year1Amt |
| Year2 | $41,389 | Year2Amt |
| Year3 | $25,591 | Year3Amt |
| Total | $207,138 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | |||||||
| 1900 M STREET NW STE 850 | WASHINGTON | DC | 20036 | NONE | PC | DEDICATED TO CONDUCT PLANNING-PHASE ACTIVITIES AND RESEARCH TO DEVELOP HEALTH CARE SAVINGS OPTIONS. | $217,725 |
| DUKE UNIVERSITY ON BEHALF OF DUKE-MARGOLIS CENTER FOR HEALTH POLICY | |||||||
| PO BOX 602651 | CHARLOTTE | NC | 282602651 | NONE | PC | ENGAGE IN RESEARCHING WAYS TO LOWER HEALTH CARE COSTS THROUGH RESEARCH, ANALYSIS AND SUPPORT FOR NEW MODELS OF VALUE-BASED PAYMENTS, SYSTEMS REFORMS, PATIENT ENGAGEMENT, AND COST-EFFECTIVE RESEARCH. | $217,395 |
| NATIONAL PACE ASSOCIATION (NPA) | |||||||
| 675 N WASHINGTON ST STE 300 | ALEXANDRIA | VA | 22314 | NONE | PC | NPA ADVANCES THE EFFORTS OF PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). PACE PROGRAMS COORDINATE AND PROVIDE ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES. | $209,966 |
| PACIFIC BUSINESS GROUP ON HEALTH | |||||||
| 275 BATTERY STREET SUITE 480 | SAN FRANCISCO | CA | 94111 | NONE | PC | EDUCATE POLICYMAKERS ON PERSPECTIVE OF LARGE EMPLOYERS ON DRUG SPENDING REFORMS. | $40,000 |
| RESEARCH FOUNDATION FOR MENTAL HYGIENE INC | |||||||
| 150 BROADWAY STE 301 | MENANDS | NY | 12204 | NONE | PC | PROVIDE SUPPORT OF THE ANNUAL HEALTH AND AGING POLICY FELLOWS BY COORDINATING TARGETED WORKING SESSIONS RELATED TO EXPLORING AGING POLICY ISSUES. | $200,000 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| 3333 CALIFORNIA STREET SUITE 315 | SAN FRANCISCO | CA | 94143 | NONE | PC | RESEARCH ON ASSESSING DENTAL CARE ACCESS FOR LOW-INCOME ADULTS IN CALIFORNIA AND ANALYSIS OF DENTI-CAL CLAIMS EXPERIENCE AND THE ORAL HEALTH WORKFORCE. | $68,067 |
| FAMILIES USA FOUNDATION INC | |||||||
| 1225 NEW YORK AVE NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | DEDICATED TO ADVANCE POLICIES TO LOWER UNAFFORDABLE DRUG PRICES FOR INDIVIDUALS AND FAMILIES. | $500,000 |
| ALLIANCE FOR HEALTH POLICY | |||||||
| P O BOX 56518 | WASHINGTON | DC | 20040 | NONE | PC | DEVELOP AND EXECUTE EDUCATIONAL SERIES EXCLUSIVELY TO ADVANCE EDUCATION AND DIALOGUE ON HEALTH CARE COSTS AND AGING. | $21,000 |
| BENTLEY UNIVERSITY | |||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | NONE | PC | RESEARCH TO EVALUATE PHARMACEUTICAL PROFITABILITY AND INNOVATION TRADEOFFS AND THE IMPACT OF NIH FUNDING ON NEW DRUG DEVELOPMENT. | $25,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 3420 FORBES AVE | PITTSBURGH | PA | 15261 | NONE | PC | RESEARCH ON MEDICAID PRICING METRICS; PROVIDE ANALYSIS OF COVID VACCINE DISTRIBUTION WEAKNESS AND JOINT RESEARCH COLLABORATION FOR PEER-REVIEWED ARTICLE ESTIMATING SAVINGS FROM THE IMPLEMENTATION OF A PRICING FRAMEWORK FOR NEW DRUGS. | $88,785 |
| TRADEOFFS INC | |||||||
| 424 SOUTH 47TH STREET | PHILADELPHIA | PA | 19143 | NONE | PC | COLLABORATION ON MEDIA PROJECT INVESTIGATING DRUG COSTS, HOSPITAL COSTS, AND LOW VALUE CARE. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,687,938 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL PACE ASSOCIATION (NPA) | |||||||
| 675 N WASHINGTON ST STE 300 | ALEXANDRIA | VA | 22314 | NONE | PC | NPA ADVANCES THE EFFORTS OF PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). PACE PROGRAMS COORDINATE AND PROVIDE ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES. | $46,510 |
| RESEARCH FOUNDATION FOR MENTAL HYGIENE INC | |||||||
| 150 BROADWAY STE 301 | MENANDS | NY | 12204 | NONE | PC | PROVIDE SUPPORT OF THE ANNUAL HEALTH AND AGING POLICY FELLOWS BY COORDINATING TARGETED WORKING SESSIONS RELATED TO EXPLORING AGING POLICY ISSUES. | $50,000 |
| ALLIANCE FOR HEALTH POLICY | |||||||
| P O BOX 56518 | WASHINGTON | DC | 20040 | NONE | PC | DEVELOP AND EXECUTE EDUCATIONAL SERIES EXCLUSIVELY TO ADVANCE EDUCATION AND DIALOGUE ON HEALTH CARE COSTS AND AGING. | $21,000 |
| BENTLEY UNIVERSITY | |||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | NONE | PC | RESEARCH TO EVALUATE PHARMACEUTICAL PROFITABILITY AND INNOVATION TRADEOFFS AND THE IMPACT OF NIH FUNDING ON NEW DRUG DEVELOPMENT. | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $172,510 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AND MARY WEST FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 LOMAS SANTA FE DRIVE SUITE 230 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,710,283 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,553 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,499 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FORM 990-PF, PART IX-A | IN 2020, THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. ("WHPC OR "POLICY CENTER") CONTINUED TO BE FOCUSED ON LOWERING THE COST OF HEALTHCARE AND ENABLING SENIORS TO SUCCESSFULLY AGE IN PLACE AND IS STRATEGICALLY ALIGNED TO THE GARY AND MARY WEST FOUNDATION AND THE GARY AND MARY WEST HEALTH INSTITUTE ("WHI") IN ITS EFFORTS. THE POLICY CENTER FOCUSES ON SUPPORTIVE RESEARCH AND ANALYSIS OF POLICY PROPOSALS TO LOWER HEALTHCARE COSTS AND IMPLEMENT ALTERNATIVE, VALUE-BASED HEALTHCARE DELIVERY AND PAYMENT MODELS AIMED AT IMPROVING CARE AND ACCESS WHILE REDUCING COSTS FOR OUR FAST-GROWING AND DIVERSE POPULATION OF SENIORS. WHPC ALSO SUPPORTS TO IMPROVE GERIATRIC CARE AND SUCCESSFUL AGING BY EDUCATING AND ADVISING ON KEY REFORMS IN CALIFORNIA'S MASTER PLAN FOR AGING TO ADDRESS THE NEEDS OF THE STATE'S FAST-GROWING SENIOR POPULATION AND SERVE AS AN EXAMPLE FOR ALL STATES, IN ADDITION TO EXPANDING THE USE OF EFFECTIVE GERIATRIC ACUTE AND CHRONIC CARE MODELS, SUCH AS GERIATRIC EMERGENCY DEPARTMENT (GED) INITIATIVES AND TELEHEALTH. WHPC ALSO CONTINUED ITS SUPPORT TO INCREASING THE SPREAD OF INNOVATIVE APPROACHES TO INTEGRATED CARE AND CARE COORDINATION, PARTICULARLY THE PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) AND IMPROVE ACCESS TO HIGH-QUALITY ORAL HEALTH AND USAGE OF TELEHEALTH AMONG SENIORS. ACTIVITIES:LOWER HEALTHCARE COSTS:THE RISING COST OF HEALTHCARE IS A GROWING ECONOMIC AND PUBLIC HEALTH CRISIS THAT HURTS THE U.S. ECONOMY, THREATENS INDIVIDUAL FINANCIAL SECURITY, COMPROMISES CARE, AND REDUCES PATIENT ACCESS. EXCESSIVE SPENDING ON HEALTHCARE PLACES SIGNIFICANT BURDENS ON AMERICAN BUSINESSES AND FAMILY BUDGETS AND ENDANGERS THE FUNDING OF VITAL PROGRAMS SUCH AS MEDICARE AND MEDICAID. RISING COSTS FOR MEDICAL TESTS AND PROCEDURES, PHYSICIAN VISITS, HOSPITAL SERVICES DUE TO AN OUTDATED FEE-FOR-SERVICE PAYMENT MODEL THAT REWARDS VOLUME OVER VALUE, AND MARKET FAILURES THAT ALLOW EXORBITANT PRICES FOR SERVICES AND PRODUCTS, HAVE MADE HEALTHCARE EXTREMELY EXPENSIVE LEAVING PATIENTS WITH LESS COVERAGE, MORE OUT-OF-POCKET COSTS, AND RISING PREMIUMS. THE COVID-19 PANDEMIC LAID BARE VULNERABILITIES IN OUR HEALTHCARE PAYMENT SYSTEM AS WELL AS INEQUITIES RELATED TO RACE AND ETHNICITY, SHINING A LIGHT ON THE NEED TO LOWER COSTS AND IMPROVE ACCESS TO NEEDED CARE.GIVEN THE SERIOUS AND URGENT NATURE OF RISING HEALTHCARE COSTS, WHPC CONTINUED TO FOCUS INTENSELY ON THIS ISSUE IN 2020. KEY TO THIS WORK WAS OUR CONSTRUCTIVE COLLABORATIONS WITH LIKE-MINDED, HIGHLY RESPECTED ORGANIZATIONS, INCLUDING THE DUKE-MARGOLIS CENTER FOR HEALTH POLICY, THE COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET (CRFB), PACIFIC BUSINESS GROUP ON HEALTH (PBGH), AND BENTLEY UNIVERSITY'S CENTER FOR THE INTEGRATION OF SCIENCE AND INDUSTRY. OUR WORK RAISED AWARENESS OF THE U.S. HEALTHCARE COST CRISIS AND WORKED TO PRODUCE ACTIONABLE POLICY OPTIONS TO LOWER HEALTHCARE COSTS FOR EMPLOYERS, STATES, THE FEDERAL GOVERNMENT, AND HOUSEHOLDS. OUR FOCUS WILL CONTINUE TO BE ON POLICY OPTIONS TO LOWER PRESCRIPTION DRUG PRICES, ACCELERATE THE MOVE TO A VALUE-BASED CARE SYSTEM, AND INCREASE PRICE TRANSPARENCY. THESE SOLUTIONS ARE KEY TO LOWERING HEALTHCARE COSTS, IMPROVING HEALTH OUTCOMES, AND ENABLING THE CREATION OF A SYSTEM THAT IS MORE TRANSPARENT, COMPETITIVE, AFFORDABLE, PERSON-CENTERED, QUALITY-DRIVEN, AND SUSTAINABLE. OUR COST WORK CONSISTS OF SEVERAL WORKSTREAMS:RAISE AWARENESS OF SPENDING CRISIS AND URGENCY:TO FOCUS THE ATTENTION OF POLICYMAKERS, ADMINISTRATORS, THE BUSINESS COMMUNITY, AND THE GENERAL PUBLIC ON THE HEALTHCARE CRISIS, WHPC UNDERTOOK A VARIETY OF KEY PUBLIC AND POLICYMAKER AWARENESS STRATEGIES. BUILDING OFF WORK IN THE PRIOR YEAR, WHI WITH SUPPORT FROM WHPC RELEASED SEVEN (7) HIGHLY SUCCESSFUL NATIONAL POLLS IN PARTNERSHIP WITH GALLUP. THESE POLLS EXPOSED THE REALITY THAT AMERICANS' CONCERNS ABOUT THE COST OF CARE HAVE ONLY INCREASED AS A RESULT OF THE PANDEMIC. MOREOVER, NEARLY 9 IN 10 U.S. ADULTS ARE CONCERNED THAT THE PHARMACEUTICAL INDUSTRY WILL LEVERAGE THE COVID-19 PANDEMIC TO RAISE DRUG PRICES. ADDITIONAL PUBLIC AWARENESS ACTIVITIES IN 2020 INCLUDED: *A NATIONAL WEBINAR ON "WHY AMERICANS ARE SO WORRIED ABOUT RISING HEALTHCARE COSTS AND WHAT CAN BE DONE ABOUT IT" IN PARTNERSHIP WITH GALLUP AND WHI *ISSUE BRIEFS PARTICULARLY ON DRUG PRICING *RELEASE OF THE AMERICAN SOCIETY OF AGING (ASA) GENERATIONS SUPPLEMENT FOCUSING ON THE RISING COST OF HEALTHCARE *USE OF PUBLIC FACING MEDIA AND COMMUNICATIONS PLATFORMS AND DISSEMINATING WHPC'S HEALTHCARE SPENDING EXPERTISE THROUGH MULTIPLE NATIONWIDE SPEAKING ENGAGEMENTSWHPC BEGAN FURTHER RESEARCH AND ANALYSIS TO CHARACTERIZE THE HIGH BURDEN HOUSEHOLDS EXPERIENCE IN OUT-OF-POCKET COSTS AND INSURANCE PREMIUMS. WE WERE ABLE TO BRING SIGNIFICANT MEDIA ATTENTION TO STORIES FROM PEOPLE DIRECTLY AFFECTED BY THE HIGH BURDEN OF DRUG COSTS. DEVELOP ACTIONABLE POLICIES TO LOWER DRUG COSTS:STRATEGIES TO REDUCE THE RISING COST OF PHARMACEUTICALS WERE A KEY COMPONENT OF OUR WORK TO LOWER HEALTHCARE SPENDING. IN PARTICULAR, DEMONSTRATING PUBLIC SUPPORT FOR AND A POLICY STRATEGY TO EMPOWER CMS (THE SINGLE LARGEST PURCHASER OF HEALTHCARE IN THE US) TO NEGOTIATE DRUG PRICES FOR MEDICARE IS A KEY PRIORITY. IN ADDITION TO BUILDING STAKEHOLDER SUPPORT FOR THESE POLICIES IN 2020, WHPC ALSO ENGAGED WITH THE BUSINESS COMMUNITY, PARTICULARLY THOUGH WORK WITH PACIFIC BUSINESS GROUP ON HEALTH (PBGH NOW KNOWN AS THE PURCHASER BUSINESS GROUP ON HEALTH, A NONPROFIT COALITION REPRESENTING NEARLY PRIVATE EMPLOYERS AND PUBLIC ENTITIES WHICH PURCHASE HEALTHCARE SERVICES FOR THEIR EMPLOYEES) ON DRUG COST ISSUES. WHPC ALSO ASSEMBLED THE COUNCIL FOR INFORMED DRUG SPENDING ANALYSIS (CIDSA), A COLLECTION OF ACADEMIC DRUG SPENDING EXPERTS WHO PROVIDE ORIGINAL RESEARCH AND ANALYSIS IN COUNTERPOINT TO PHARMACEUTICAL INDUSTRY MESSAGING. WHPC FOCUSED ON DEVELOPING TIMELY AND TARGETED RESEARCH AND ANALYSIS FOR POLICYMAKERS AND MEDIA THAT ACTIVELY COUNTERS THE PHARMACEUTICAL INDUSTRY'S NARRATIVES, INCLUDING ARTICLES PUBLISHED IN HEALTH AFFAIRS BLOG AND ACCEPTED IN JAMA OPEN. IN 2020, WHPC ALSO LEAD RESEARCH WHICH FOUND THAT MORE THAN 1.1 MILLION MEDICARE LIVES ARE AT RISK FOR DEATH OVER THE NEXT DECADE BECAUSE THEY CANNOT AFFORD TO PAY FOR THEIR PRESCRIPTION MEDICATIONS. MOREOVER, THIS STUDY CONCLUDED THAT GIVING MEDICARE THE AUTHORITY TO NEGOTIATE DRUG PRICES COULD PREVENT 93,900 DEATHS PER YEAR. THE RESULTS OF THIS WORK ARE MODELED ON AN INTERACTIVE WEBSITE TO ENGAGE MEDIA AND POLICYMAKERS ON THE HUMAN TOLL OF HIGH DRUG PRICES.DEVELOP ACTIONABLE POLICIES TO REDUCE VOLUME INCENTIVES IN FEE-FOR-SERVICE:VALUE-BASED CARE (VBC)WHICH INCORPORATES RISK FOR BOTH HEALTH AND SPENDING OUTCOMES INTO PAYMENT RATES HAS THE POTENTIAL TO REDUCE MANY OF THE VOLUME-BASED FINANCIAL INCENTIVES THAT ARE DRIVING UP PER-CAPITA HEALTHCARE COSTS. IN PARTNERSHIP WITH THE DUKE-MARGOLIS CENTER FOR HEALTH POLICY, WHPC RELEASED NATIONAL AND STATE ROADMAPS IN 2020 WITH RECOMMENDATIONS FOR POLICYMAKERS ON WAYS TO ACCELERATE THE ADOPTION OF VBC PAYMENT MODELS. THIS WORK INFORMED THE DESIGN AND LAUNCH OF A THREE-YEAR COLLABORATION WITH THE DUKE-MARGOLIS TEAM TO TURN THESE POLICY RECOMMENDATIONS INTO ON-THE-GROUND ACTION PRODUCING A HIGH-PROFILE WEBINAR IN 2020 TO EXAMINE THE ADVANTAGES THAT VBC OFFERS IN THE COVID-19 ENVIRONMENT, SPOTLIGHTING THE GARY AND MARY WEST PACE. ADDITIONALLY, OUR WORK WITH OTHER ALIGNED STAKEHOLDERS IN THE HEALTH COST AREA, INCLUDING THE COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET, ANALYZED AND DRAFTED A POLICY OPTION TO LOWER MEDICARE SPENDING AND IMPROVE EFFICIENCY THROUGH REFINEMENTS TO THE RISK-BASED MEDICARE ADVANTAGE PAYMENT FORMULA. A COLLABORATIVE PUBLIC RELEASE OF THIS POLICY OPTION IS PLANNED FOR 2021. WHPC ALSO COLLABORATED WITH THE (WHI) TO ANALYZE VBC MODELS FOR SENIOR CARE AND COVID-19 TREATMENT OUTCOMES WITH JOHNS HOPKINS RESEARCHERS IN 2020.DRIVE TRANSPARENCY IN THE HEALTH CARE SYSTEM ACROSS SEVERAL AXES:TRANSPARENCY, IN A VARIETY OF CONTEXTS, IS A VITAL COMPONENT OF ADDRESSING EXORBITANT HEALTH CARE COSTS. BUILDING ON WELL-PUBLICIZED RESEARCH FROM THE WHPC ON HIGH PRICES IN CALIFORNIA HOSPITALS, WHPC IS EXPLORING FURTHER WORK TO MAKE THIS INFORMATION ACCESSIBLE TO OTHER RESEARCHERS AND THE MEDIA LOOKING TO COMPARE PRICES IN THEIR COUNTY. ADDITIONALLY, OUR ONGOING WORK INCLUDES POLICY OPTIONS TO INCREASE PRICE TRANSPARENCY INCLUDING ESTIMATING AND DRAFTING A POLICY OPTION TO PREVENT HOSPITALS FROM CHARGING COMMERCIAL INSURANCE PRICES THAT ARE MORE THAN TWICE WHAT MEDICARE PAYS. A COLLABORATIVE PUBLIC RELEASE OF THIS POLICY OPTION IS PLANNED FOR 2021.ALSO IN 2020, WHPC COMPLETED THE ANALYSIS AND DESIGN OF AN INTERACTIVE WEB-BASED MODEL OF THE MEDICARE BUDGET IMPACTS AND BENEFICIARY SAVINGS FOR A POLICY TO CAP OUT-OF-POCKET COSTS IN MEDICARE. THIS POLICY WOULD HELP MILLIONS OF MEDICARE BENEFICIARIES WHO ARE NOT ABLE TO AFFORD PRIVATE SUPPLEMENTAL COVERAGE, IN ADDITION TO OBVIATING THE NEED FOR MANY TO PURCHASE IT TO AVOID CATASTROPHICALLY HIGH OUT-OF-POCKET COSTS. THIS WORK WILL BE RELEASED ON THE WHPC WEBSITE IN 2021, PAIRED WITH MEDIA AND POLICYMAKER OUTREACH.SUCCESSFUL AGING:WHPC CONTINUED TO IDENTIFY AND ADVANCE POLICIES WHICH SUPPORT THE ORGANIZATIONAL GOAL OF SUCCESSFUL AGING 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. WHI AND WHPC HAVE LAUNCHED NUMEROUS INNOVATIVE COLLABORATIVE PROJECTS WITH EXPERIENCED AND TALENTED PARTNERS SUPPORTING SUCCESSFUL AGING. THESE PROJECTS HAVE HAD SUBSTANTIAL IMPACT BOTH ON THE INDIVIDUALS SERVED BY THE PROJECTS AND ON THE NATION, BY STUDYING, DEFINING, AND ESTABLISHING NEW STANDARDS FOR IMPROVED CARE AND AG |
| FORM 990-PF, PART VII-B, QUESTION 1A(3) | IN 2020 99TEN BUSINESS SOLUTIONS, LLC, IN WHICH A DISQUALIFIED PERSON OWNS GREATER THAN 35%, PROVIDED IT SERVICES IN THE AMOUNT OF $23,173 TO THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. ON AN ARMS-LENGTH BASIS. THESE ARE PROFESSIONAL SERVICES AND ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(E). | |
| ELECTIONS | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD/TENANT IMPROVEMENTS | $358,190 | $302,423 | $55,767 | $55,767 |
| FURNITURE & FIXTURES | $357,908 | $285,940 | $71,968 | $71,968 |
| COMPUTER/PHONE EQUIPMENT | $421,724 | $392,668 | $29,056 | $29,056 |
| INTANGIBLE ASSET | $98,567 | $90,967 | $7,600 | $7,600 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,687 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,554 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE/RENT DEPOSIT | Desc |
| BOY Book Value | $25,765 | BOYBookValueAmt |
| EOY Book Value | $25,765 | EOYBookValueAmt |
| EOYFMV | $25,765 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT & WIRELESS | $66,718 | $0 | $0 | $58,732 |
| OFFICE SUPPLIES | $2,750 | $0 | $0 | $4,709 |
| BUILDING MAINTENANCE | $8,122 | $0 | $0 | $8,122 |
| MEALS AND ENTERTAINMENT | $5,742 | $0 | $0 | $6,136 |
| INSURANCE | $5,606 | $0 | $0 | $11,363 |
| PAYROLL PROCESSING FEES | $8,610 | $0 | $0 | $8,409 |
| EE MORALE/WELFARE | $1,635 | $0 | $0 | $1,731 |
| OTHER EXPENSES | $2,655 | $0 | $0 | $2,655 |
| POSTAGE/COURIER/MAIL SERVICE | $2,276 | $0 | $0 | $2,238 |
| DUES & MEMBERSHIPS | $681 | $0 | $0 | $2,302 |
| LICENSES & PERMITS | $574 | $0 | $0 | $856 |
| PROPERTY TAXES | $3,227 | $0 | $0 | $3,227 |
| PROGRAM COMMUNICATIONS | $235,927 | $0 | $0 | $222,160 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX BENEFIT | Desc |
| Amt | $515 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT/ADMINISTRATIVE SERVICES | $29,811 | $0 | $0 | $29,811 |
| CONTRACTORS | $1,806,031 | $0 | $0 | $1,791,974 |
| IT/WEB CONSULTANT SERVICE FEES | $45,480 | $0 | $0 | $45,458 |