GARY AND MARY WEST HEALTH POLICY CENTER INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND MARY WEST HEALTH POLICY CENTER INC (EIN 27-5388874)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-20
- IRS object ID
- 202512939349100201
- Schema version
- 2024v5.2
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-20T07:49:49-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA MCCUTCHEN | PreparerPersonNm |
| PTIN | P00545657 | PTIN |
| Phone | 7144367100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,875,145 | 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 | $11,334,173 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,502 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,502 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,337,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,502 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $409,947 | 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 | $369,703 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,348,097 | 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 | $1,365,976 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $212,611 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $245,814 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,763 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,763 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,146 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,538 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,045,783 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,263,447 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,963 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $340,180 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $336,823 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $177,706 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $160,182 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $33,759 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $38,098 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $186,412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $218,744 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,816,367 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,032,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,014,737 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,067,258 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,831,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,099,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $506,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,502 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,480,317 | CashBOYAmt |
| Cash EOY | $3,777,142 | CashEOYAmt |
| Cash EOYFMV | $3,777,142 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $2,723 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $36,779 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $101,027 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $101,027 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,762,184 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,206,795 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $113,154 | LandBOYAmt |
| Land EOY | $555,389 | LandEOYAmt |
| Land EOYFMV | $555,389 | LandEOYFMVAmt |
| Other Assets BOY | $1,685,927 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,441,587 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,441,587 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,318,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,875,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,875,145 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,623,698 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,904,244 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,841,187 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,610,315 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,464,885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,514,559 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$371,606 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $360,586 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $225,621 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$145,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $360,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,318,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,875,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$145,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $506,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $360,586 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $360,586 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (7 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 | CHAIRMAN/PRESIDENT | 10.00 | $190,086 | $17,878 | $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 | BOARD OF DIRECTORS | 5.00 | $0 | $0 | $0 |
| NICK VALERIANI | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | BOARD OF DIRECTORS | 5.00 | $0 | $0 | $0 |
| DR KEVIN BIESE | ||||||||
| 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/CFO | 5.00 | $60,916 | $6,628 | $0 |
| JONATHAN ZIFFERBLATT | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | CHIEF STRATEGY OFFICER | 5.00 | $118,701 | $15,738 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMY HERR | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $215,478 | $31,996 | $0 |
| CAROLINE PICHER | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | ASSOCIATE DIR. HEALT | 40.00 | $151,982 | $17,283 | $0 |
| NAMRATA UBEROI | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $106,559 | $12,315 | $0 |
| MARY GENS | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | SENIOR RESEARCH ASSO | 40.00 | $84,391 | $8,635 | $0 |
| CRISTINA BOCCUTI TERM 22024 | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $85,385 | $7,468 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ANNE TUMLINSON INNOVATIONS | ||||||
| 601 13TH ST NW FLOOR 12 | WASHINGTON | DC | 20005 | CONSULTANTS | $681,460 | |
| GARY AND MARY WEST MANAGEMENT COMPANY INC | ||||||
| 4960 AVENIDA ENCINAS | CARLSBAD | CA | 92008 | MANAGEMENT SERVICES | $607,298 | |
| WAXMAN CONSULTING INC | ||||||
| 1150 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | CONSULTANTS | $300,000 | 800 |
| HART HEALTH STRATEGIES INC | ||||||
| 611 PENNSLYVANIA AVENUE SE 393 | WASHINGTON | DC | 20003 | CONSULTANTS | $260,004 | |
| GLOBAL STRATEGY GROUP LLC | ||||||
| 215 PARK AVE SOUTH 15TH FLOOR | NEW YORK | NY | 10003 | CONSULTANTS | $157,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 11 | Description1Txt |
| Expenses1 | $9,693,613 | 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 | $4,454,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,454,410 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,454,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,387,594 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,099,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $119,332 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $9,218,678 | QualifyingDistributionsAmt |
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 | $3,502 | CurrentYearAmt |
| Year1 | $8,422 | Year1Amt |
| Year2 | $3,490 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $15,414 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,977 | CurrentYearAmt |
| Year1 | $7,159 | Year1Amt |
| Year2 | $2,967 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $13,102 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,218,678 | CurrentYearAmt |
| Year1 | $5,229,560 | Year1Amt |
| Year2 | $6,826,674 | Year2Amt |
| Year3 | $5,780,214 | Year3Amt |
| Total | $27,055,126 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,067,258 | CurrentYearAmt |
| Year1 | $1,912,004 | Year1Amt |
| Year2 | $2,343,556 | Year2Amt |
| Year3 | $1,554,638 | Year3Amt |
| Total | $9,877,456 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,151,420 | CurrentYearAmt |
| Year1 | $3,317,556 | Year1Amt |
| Year2 | $4,483,118 | Year2Amt |
| Year3 | $4,225,576 | Year3Amt |
| Total | $17,177,670 | 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 | $146,253 | CurrentYearAmt |
| Year1 | $62,755 | Year1Amt |
| Year2 | $70,342 | Year2Amt |
| Year3 | $63,945 | Year3Amt |
| Total | $343,295 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCOUNTABLE FOR HEALTH INSTITUTE | ||||||||
| 14 RIDGE SQ NW SUITE 300 | WASHINGTON | DC | 200162994 | NONE | PC | SUPPORT BOTH SHORT-TERM GOALS OF INCREMENTAL MACRA REFORM AND LONG-TERM GOALS OF RESHAPING THE NARRATIVE AND ADVANCE POLICY OBJECTIVES RELATED TO BETTER PERFORMANCE OF THE HEALTH CARE DELIVERY SYSTEM. | $100,000 | |
| ALLIANCE FOR HEALTH POLICY | ||||||||
| 1225 19TH ST NW | WASHINGTON | DC | 200362454 | NONE | PC | SUPPORT SIGNATURE SERIES ON AGING IN AMERICA BY CONDUCTING A PRIMARY AND SECONDARY RESEARCH PROJECT THAT AIMS TO GENERATE NEW INSIGHTS INTO AGING IN HEALTH POLICY, ENGAGE KEY AUDIENCES FOR FEEDBACK, IDENTIFY BIPARTISAN INTERESTS, AND DRIVE PUBLIC INTEREST THROUGH THE RELEASE OF TOP INSIGHTS FROM THE POLICYMAKER COMMUNITY. | $126,500 | |
| AMERICAN SOCIETY ON AGING | ||||||||
| 605 MARKET STREET STE 1111 | SAN FRANCISCO | CA | 94105 | NONE | PC | ASA WILL GENERATE SIX ARTICLES AND FOUR PODCAST EPISODES. | $33,825 | |
| BIPARTISAN POLICY CENTER | ||||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | PC | DEVELOP RECOMMENDATIONS TO POLICYMAKERS ON IMPLEMENTING POLICIES RELATED TO TELE-BEHAVIORAL HEALTH. | $70,000 | |
| CENTER FOR HEALTH CARE STRATEGIES INC | ||||||||
| 300 AMERICAN METRO BLULEVARD SUITE | HAMILTON | NJ | 08619 | NONE | PC | CONDUCT A LEARNING COLLABORATIVE COHORT (UP TO 6 STATES TO SUPPORT MASTER PLANS FOR AGING). SUPPORT FOR MPA NATIONAL DASHBOARD, INCLUDING CONVENING OF STATE TECHNICAL ADVISORY GROUP AND ONGOING DISSEMINATION. | $300,942 | 125 |
| CENTER FOR HEALTH POLICY DEVELOPMENT | ||||||||
| 1233 20TH STREET NW SUITE 303 | WASHINGTON | DC | 20036 | NONE | PC | BUILD A TECHNICAL ASSISTANCE PROJECT TO IMPROVE THE QUALITY OF CARE AND COST ACCOUNTABILITY IN NURSING HOMES. | $150,000 | |
| COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | ||||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | CREATE AND DISSEMINATE TWO NEW OPTION PAPERS FOR HEALTH CARE POLICIES. | $320,000 | 1100 |
| DUKE-MARGOLIS CENTER FOR HEALTH POLICY | ||||||||
| PO BOX 602651 | CHARLOTTE | NC | 282602651 | NONE | PC | ENGAGE IN RESEARCHING WAYS TO LOWER HEALTHCARE COSTS THROUGH RESEARCH, ANALYSIS, AND SUPPORT FOR NEW MODELS OF VALUE-BASED PAYMENTS, SYSTEMS REFORMS, PATIENT ENGAGEMENT, AND COST-EFFECTIVE RESEARCH. | $508,764 | |
| FAMILIES USA FOUNDATION INC | ||||||||
| 1225 NEW YORK AVE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | EXPAND COALITION ACTIVITIES ADDRESSING COST OF CARE. | $200,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| PO BOX 825738 | PHILADELPHIA | PA | 191825738 | NONE | PC | PROVIDE TECHNICAL ASSISTANCE TO STATE POLICYMAKERS ON FACILITY FEE POLICIES AND CONDUCT RESEARCH ON HOSPITAL FINANCING. CREATE EDUCATIONAL MATERIALS ON MEDICARE ADVANTAGE POLICY CHANGES AND TO STUDY THE IMPACTS OF FACILITY FEE REFORMS. | $225,000 | |
| GRANTMAKERS IN AGING | ||||||||
| 333 MAMARONECK AVENUE 238 | WHITE PLAINS | NY | 10605 | NONE | PC | CONVENE AND FACILITATE A FUNDERS COMMUNITY FOR THOSE WHO ARE EXPLORING, INITIATING, OR IMPLEMENTING STATE, REGIONAL, OR LOCAL MASTER PLANS ON AGING (MPA). | $28,500 | |
| HEALTH CARE COST INSTITUTE INC | ||||||||
| 1100 G STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | POF | PROVIDE ACCESS TO HCCI DATA ENCLAVE WHICH HOUSES DE-IDENTIFIED HEALTHCARE CLAIMS FOR INDIVIDUALS COVERED BY EMPLOYER-SPONSORED INSURANCE. COLLABORATION ON ISSUE BRIEFS DESCRIBING AND DOCUMENTING RISING HEALTH CARE PRICES IN THE U.S. | $175,000 | |
| MEADOWS MENTAL HEALTH POLICY INSTITUTE OF TEXAS | ||||||||
| 3003 SWISS AVE | DALLAS | TX | 75204 | NONE | PC | EXPLORE AND DISSEMINATE LEARNINGS ON THE CURRENT LANDSCAPE OF OLDER ADULT BEHAVIORAL HEALTH (BH), PRIMARY CARE INTEGRATION OF BH, STRENGTHENING THE MENTAL HEALTH WORKFORCE, THE INTERGENERATIONAL IMPACTS OF TRAUMA AND GRIEF, PROMOTING EQUITY IN BH ACCESS ACROSS THE LIFESPAN, AND INNOVATION IN MENTAL HEALTH WORKFORCE. | $950,000 | |
| MEDICAID MEDICARE CHIP SVCS DENTAL ASSOC | ||||||||
| 2 GROVE STREET | SANDWICH | MA | 02563 | NONE | PC | CONDUCT A STUDY EXPLORING THE IMPACT OF DENTAL PROVIDER REIMBURSEMENT RATES ON PROVIDER PARTICIPATION IN MEDICAID FEE-FOR-SERVICE AND MANAGED CARE DENTAL PROGRAMS. | $15,000 | |
| MEDICARE RIGHTS CENTER INC | ||||||||
| 266 W 37TH STREET 3RD FLOOR | NEW YORK | NY | 10018 | NONE | PC | CREATE A REPORT ABOUT THE EVOLUTION OF THE MEDICARE SAVINGS PROGRAM AND PROVIDE TECHNICAL ASSISTANCE TO ENROLLEES AND POLICYMAKERS ON COST SAVINGS FOR MEDICARE-ELIGIBLE OLDER ADULTS. | $85,000 | |
| NATIONAL ALLIANCE FOR CAREGIVING | ||||||||
| 1730 RHODE ISLAND AVE NW SUITE 812 | WASHINGTON | DC | 20036 | NONE | PC | PLAYBOOK TO INFORM TACTICS AND FOUNDATIONAL ELEMENTS THAT CAN TAKE PLACE TO ADVANCE THE DEVELOPMENT AND ADOPTION OF MULTI-SECTOR PLANS ON AGING. | $20,000 | |
| NATIONAL PACE ASSOCIATION (NPA) | ||||||||
| 675 N WASHINGTON ST STE 300 | ALEXANDRIA | VA | 22314 | NONE | PC | 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 FOR SENIORS. | $68,464 | |
| PURCHASER BUSINESS GROUP ON HEALTH | ||||||||
| 2041 EAST ST SUITE 1128 | CONCORD | CA | 94520 | NONE | PC | CONDUCT POLICY-RELATED ANALYSIS AND ACTIVITIES ON PRESCRIPTION DRUG REIMBURSEMENT, COST, COVERAGE, SPENDING, AND ACCESS IN COLLABORATION WITH THE EMPLOYERS PRESCRIPTION FOR AFFORDABLE DRUGS (EMPLOYERSRX). | $20,000 | |
| 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, IN ADDITION TO A BEHAVIORAL HEALTH TRACK FOR HEALTH AND AGING POLICY FELLOWS. | $285,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 920930967 | NONE | PC | RESEARCH AND EVALUATE PREFERRED COST-SHARING PHARMACY NETWORKS IN MEDICARE AND THEIR IMPLICATIONS ON OUT-OF-POCKET SPENDING AND GENERIC REIMBURSEMENT PRACTICES IN PART D. | $115,263 | |
| TRADEOFFS INC | ||||||||
| PO BOX 31865 | PHILADELPHIA | PA | 19104 | NONE | PC | PRODUCE INFORMATIONAL BACKGROUND MATERIALS AND PODCASTS ADDRESSING THE POLICY ISSUES OF HIGH HEALTH CARE COSTS. | $120,000 | |
| UNITED STATES OF CARE CAMPAIGN | ||||||||
| 2776 S ARLINGTON MILL DRIVE SUITE | ARLINGTON | VA | 22206 | NONE | PC | CREATE A REPORT ON STATE TRENDS FOR LOWERING HOSPITAL PRICES, INCLUDING ACTUARIAL ANALYSIS OF POLICY STRATEGIES AND TO CREATE A COUNTER NARRATIVE AGAINST COMMON HOSPITAL TALKING POINTS. | $150,000 | 504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,067,258 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | RESEARCH, CREATE MEMOS AND PAPERS RELATED TO DIFFERENT FACETS OF GENERIC DRUGS. | $145,000 | |
| CENTER FOR HEALTH CARE STRATEGIES INC | ||||||||
| 300 AMERICAN METRO BOULEVARD SUITE | HAMILTON | NJ | 08619 | NONE | PC | CONDUCT A LEARNING COLLABORATIVE COHORT (UP TO 6 STATES TO SUPPORT MASTER PLANS FOR AGING). SUPPORT FOR MPA NATIONAL DASHBOARD, INCLUDING CONVENING OF STATE TECHNICAL ADVISORY GROUP AND ONGOING DISSEMINATION. | $74,459 | 125 |
| GEORGETOWN UNIVERSITY | ||||||||
| PO BOX 825738 | PHILADELPHIA | PA | 191825738 | NONE | PC | PROVIDE TECHNICAL ASSISTANCE TO STATE POLICYMAKERS ON FACILITY FEE POLICIES AND CONDUCT RESEARCH ON HOSPITAL FINANCING. CREATE EDUCATIONAL MATERIALS ON MEDICARE ADVANTAGE POLICY CHANGES AND TO STUDY THE IMPACTS OF FACILITY FEE REFORMS. | $95,000 | |
| GRANTMAKERS IN AGING | ||||||||
| 333 MAMARONECK AVENUE 238 | WHITE PLAINS | NY | 10605 | NONE | PC | CONVENE AND FACILITATE A FUNDERS COMMUNITY FOR THOSE WHO ARE EXPLORING, INITIATING, OR IMPLEMENTING STATE, REGIONAL, OR LOCAL MASTER PLANS ON AGING (MPA). | $16,500 | |
| NATIONAL PACE ASSOCIATION (NPA) | ||||||||
| 675 N WASHINGTON ST STE 300 | ALEXANDRIA | VA | 22314 | NONE | PC | 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 FOR SENIORS. | $137,386 | |
| 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, IN ADDITION TO A BEHAVIORAL HEALTH TRACK FOR HEALTH AND AGING POLICY FELLOWS. | $60,346 | |
| TRADEOFFS INC | ||||||||
| PO BOX 31865 | PHILADELPHIA | PA | 19104 | NONE | PC | PRODUCE INFORMATIONAL BACKGROUND MATERIALS AND PODCASTS ADDRESSING THE POLICY ISSUES OF HIGH HEALTH CARE COSTS. | $98,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $626,691 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROPERTY TAX REFUND | Desc |
| Related Or Exempt Function Incm | $3,502 | RelatedOrExemptFunctionIncmAmt |
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 | $3,502 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,502 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10350 N TORREY PINES RD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,334,173 | 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 | $32,146 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,538 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH CARE COST INSTITUTE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 G STREET NW SUITE 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-01-01 | GrantDt |
| Grant | $175,000 | GrantAmt |
| Purpose Of Grant | PROVIDE ACCESS TO HCCI DATA ENCLAVE WHICH HOUSES DE-IDENTIFIED HEALTHCARE CLAIMS FOR INDIVIDUALS COVERED BY EMPLOYER-SPONSORED INSURANCE. COLLABORATE ON ISSUE BRIEFS DESCRIBING AND DOCUMENTING RISING HEALTH CARE PRICES IN THE U.S. | PurposeOfGrantTxt |
| Expended By Grantee | $175,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 6/8/2025 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE INFORMATION FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUMMARY OF DIRECT CHARITABLE ACTIVITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART IX-A | FormAndLineReferenceDesc |
| Medium Explanation | IN 2024, THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. ("WHPC OR "POLICY CENTER") CONTINUED TO MAKE PROGRESS ON ADVANCING THE MISSION OF LOWERING THE COST OF HEALTHCARE TO ENABLE 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. THE POLICY CENTER'S EFFORTS ARE NONPARTISAN AND STRATEGICALLY ALIGNED TO THE GARY AND MARY WEST HEALTH INSTITUTE ("INSTITUTE OR "WHI"). THROUGHOUT 2024, WHPC ENGAGED IN SUPPORTIVE RESEARCH AND ANALYSIS OF POLICY SCENARIOS TO LOWER HEALTHCARE SPENDING AND IMPLEMENT ALTERNATIVE, VALUE-BASED HEALTHCARE DELIVERY AND PAYMENT MODELS AIMED AT IMPROVING THE QUALITY AND AFFORDABILITY OF CARE, PARTICULARLY FOR OUR FAST-GROWING AND DIVERSE POPULATION OF SENIORS. THE POLICY CENTER'S MAIN PRIORITIES FOR 2024 WERE TO SUPPORT WORK IN SERVICE OF: 1) LOWERING HEALTHCARE COSTS/SPENDING, 2) PROMOTING INTEGRATION OF BRAIN HEALTH INTO PRIMARY CARE SETTINGS, 3) IMPROVING GERIATRIC CARE AND SUCCESSFUL AGING, AND 4) SEEKING OUT AND LEVERAGING OPPORTUNITIES TO FURTHER PRIORITIES INTERNALLY AND EXTERNALLY.ACTIVITIES:LOWER HEALTHCARE COSTSGIVEN THE SERIOUS AND URGENT NATURE OF RISING HEALTHCARE COSTS, WHPC FOCUSED INTENSELY ON THIS ISSUE IN 2024. 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, AND 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.RAISE AWARENESS OF SPENDING CRISIS AND URGENCYTO FOCUS THE ATTENTION OF POLICYMAKERS, ADMINISTRATORS, THE BUSINESS COMMUNITY, AND THE GENERAL PUBLIC ON THE HEALTHCARE CRISIS, WHPC CONTINUED TO UNDERTAKE A VARIETY OF KEY PUBLIC AND POLICYMAKER AWARENESS STRATEGIES IN 2024. THESE STRATEGIES INCLUDE CONTINUING OUR HIGHLY SUCCESSFUL POLLING ACTIVITIES WITH GALLUP AND OTHERS (IN CONJUNCTION WITH WEST HEALTH INSTITUTE) WHICH HAS REVEALED THE FAILING GRADES GIVEN TO THE US HEALTHCARE SYSTEM BY THE PUBLIC AND THE UNACCEPTABLE RESULTS (INCLUDING ECONOMIC HARDSHIP, WORSENING MEDICAL CONDITIONS, AND DEATH) OF HIGH HEALTHCARE COSTS. IN 2024, WE HAD FOUR HIGHLY SUCCESSFUL RELEASES: TWO RELATED TO PERCEIVED DEFICIENCIES IN ADDRESSING MENTAL HEALTH CONDITIONS, ONE RELATED TO PERCEPTIONS OF THE PRESIDENTIAL CANDIDATES, AND OUR LARGE WEST HEALTH-GALLUP 2024 SURVEY ON AGING IN AMERICA. WE ALSO RELEASED VERSION 2.0 OF OUR INTERACTIVE WEST HEALTH-GALLUP DATA DASHBOARD, WHICH SERVES AS A TOOL FOR ELECTED OFFICIALS, POLICYMAKERS, AND THE PUBLIC TO BETTER UNDERSTAND THE CHANGING ATTITUDES AND BEHAVIORS TOWARD HEALTHCARE, AND WHAT NEEDS TO BE DONE TO AVOID PUTTING THE HEALTH OF MILLIONS OF AMERICANS AT RISK.WE ALSO CONTINUED WITH OUR PROVEN EFFORTS TO PREPARE WELL-CRAFTED, INCISIVE WHPC ISSUE BRIEFS, USED PUBLIC-FACING MEDIA AND COMMUNICATIONS PLATFORMS, AND DISSEMINATED WHPC'S HEALTHCARE SPENDING EXPERTISE THROUGH NATIONWIDE SPEAKING ENGAGEMENTS. OUR ONGOING COLLABORATION WITH FAMILIES USA HAS BROUGHT ATTENTION TO STORIES OF PEOPLE DIRECTLY AFFECTED BY THE HIGH BURDEN OF DRUG COSTS AND HOSPITAL BILLS AND PLACES A HUMAN FACE ON HEALTH COST TOXICITY AND HAS INFORMED ADVOCATES ON STRATEGIES FOR COMMUNICATING WITH POLICYMAKERS AND THE PUBLIC ON THESE ISSUES.DEVELOP ACTIONABLE POLICIES TO LOWER DRUG COSTS AND SPENDING ON MEDICAL SERVICESWHPC PARTNERED WITH GEORGETOWN'S CENTER FOR HEALTH INSURANCE REFORM TO ENGAGE WITH STAKEHOLDERS ON STATE-SPECIFIC ACTIVITIES AND RESOURCES TO HELP STATE AND FEDERAL POLICYMAKERS PROTECT CONSUMERS FROM UNNECESSARY FACILITY FEES. THIS WORK WAS FURTHER ENHANCED THROUGH OUR ENGAGEMENTS WITH US OF CARE, WHICH CONDUCTED TARGETED SURVEY RESEARCH ON THIS ISSUE, AND FAMILIES USA, WHICH PROVIDED MESSAGING TO FEDERAL POLICYMAKERS ON HOW THE AFFORDABILITY ISSUE HARMS CONSUMERS. WORK WITH THE COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET AND ARNOLD VENTURES BUILT ON PRIOR WORK IN OUR HEALTH SAVERS INITIATIVE. IN 2024, HEALTH SAVERS INITIATIVE BRIEFS HAVE AN ANALYSIS OF MEDICARE ADVANTAGE POLICIES THAT COULD LOWER TOTAL SPENDING IN MEDICARE WITHOUT HARMING ACCESS TO CARE AND AN ANALYSIS OF THE FEDERAL BUDGET DEFICIT ASSOCIATED WITH HOSPITAL NON-PROFIT STATUS. GIVEN OUR SUCCESS IN DRIVING PUBLIC AND POLITICAL SUPPORT THAT RESULTED IN THE ENACTMENT OF MEDICARE NEGOTIATION AND LIMITS ON DRUG PRICE INCREASES (VIA PASSAGE OF THE INFLATION REDUCTION ACT), WE CONTINUED TO FOCUS OUR WORK ON SUPPORTING THE DEVELOPMENT OF REGULATIONS TO IMPLEMENT THESE POLICIES. WHILE THESE POLICIES ARE ONLY DIRECTLY APPLICABLE TO THE MEDICARE PROGRAM, STATES HAVE SIGNALED STRONG INTEREST IN EXTENDING INFLATION PENALTIES TO THE COMMERCIAL INSURANCE MARKET, AND WE INTEND TO SUPPORT STATE EFFORTS IN DEVELOPING AND IMPLEMENTING THESE POLICIES. IN RESPONSE TO CONGRESS' RECENT BIPARTISAN INTEREST IN PHARMACY BENEFIT MANAGER (PBM) REFORM, WE PUBLISHED A WHITE PAPER REVIEWING PBM REFORMS PROPOSED BY THE CURRENT CONGRESS AND RECOMMENDATIONS AND MET WITH SEVERAL PARTNERS AND LAWMAKERS ABOUT THE FINDINGS. LATER IN THE YEAR AS PBM PROVISIONS WERE BEING CONSIDERED IN AN END-OF-YEAR PACKAGE, WE HELD A WELL-ATTENDED WEBINAR ON PBM REFORM OPTIONS FOR CONGRESSIONAL STAFF. DRIVE TRANSPARENCY IN THE HEALTH CARE SYSTEMTRANSPARENCY, IN A VARIETY OF CONTEXTS, IS A VITAL COMPONENT OF ADDRESSING EXORBITANT HEALTHCARE COSTS. OUR WORK ON HIGH PRICES IN CALIFORNIA HOSPITALS CONTINUES TO GENERATE IMPACT, AND WHPC WILL EXPLORE FURTHER WORK TO MAKE THIS INFORMATION ACCESSIBLE TO OTHER RESEARCHERS AND THE MEDIA LOOKING TO COMPARE PRICES IN THEIR COUNTY. IN COLLABORATION WITH THE HEALTHCARE COST INSTITUTE, WHPC ANALYZED LARGE AMOUNTS OF COMMERCIAL INSURER DATA TO EXPOSE THE UNACCEPTABLY HIGH PRICES THAT MANY PROVIDERS CHARGE, EXPLOITING THE MARKET FAILURES THAT EXIST IN THE U.S. HEALTHCARE SYSTEM. THE TEAM ALSO RELEASED AN UPDATE OF A FREQUENTLY REFERENCED ISSUE BRIEF ON PRICE MARKUPS FORCLINICAL LABS. ADDITIONALLY, IN CONJUNCTION WITH WHI AND THE EMPLOYERS' FORUM OF INDIANA, A DATA DASHBOARD ON NATIONAL HOSPITAL PRICE TRANSPARENCY INTENDED FOR LARGE EMPLOYERS AND STATE AND FEDERAL POLICYMAKERS WAS CREATED. THIS TOOL IS AN EFFECTIVE RESEARCH TOOL FOR WHI, WHPC, AND EXTERNAL PARTNERS AND SERVES AS AN EVIDENCE BASE FOR POLICIES DESIGNED TO LOWER THE COST OF HEALTHCARE.THE POLICY CENTER CONTINUED TO BUILD RESOURCES FOR POLICYMAKERS THAT ENUMERATED DIFFERENT POLICY OPTIONS THAT WOULD LOWER SPENDING ON SERVICES, PARTICULARLY THOSE PROVIDED IN HOSPITAL-BASED OR HOSPITAL-OWNED SETTINGS. THESE POLICY OPTIONS INCLUDED ADOPTING SITE-NEUTRAL PAYMENT POLICIES, PROHIBITING HOSPITAL OUTPATIENT FACILITY FEES, LIMITING ANTI-COMPETITIVE CONTRACT LANGUAGE, ADDRESSING CONSOLIDATED HEALTHCARE MARKETS, AND REGULATING HOSPITAL COMMUNITY BENEFIT STANDARDS.FINALLY, THE POLICY CENTER ALSO ENGAGED WITH POLICY MESSAGING AND COMMUNICATIONS FIRMS TO FURTHER EXPLORE POLICY OPPORTUNITIES RELATED TO THE REGULATION OF MEDICARE ADVANTAGE PLANS.PROMOTE INTEGRATION OF BRAIN HEALTH INTO PRIMARY CARE SETTINGSIN 2024, THE POLICY CENTER BEGAN SUBSTANTIAL WORK IN A NEW AREA OF FOCUS, IMPROVING MENTAL HEALTH ACROSS THE LIFE COURSE. THE POLICY CENTER WORKED COLLABORATIVELY WITH THE WEST HEALTH INSTITUTE TO IDENTIFY POLICIES THAT SUPPORT THE IMPLEMENTATION OF MENTAL HEALTH SCREENING AND TREATMENT INTO PRIMARY CARE SETTINGS AT NATIONAL SCALE (INCLUDING BUSINESS AND POLICY SUPPORT).PROMOTE THE INTEGRATION OF MENTAL HEALTH SERVICES INTO PRIMARY CARE SETTINGSTHE POLICY CENTER COLLABORATED WITH THE INSTITUTE TO LAUNCH A COORDINATED, COMPREHENSIVE APPROACH TO IMPROVING ACCESS TO COST-EFFECTIVE BEHAVIORAL HEALTH SERVICES, PARTICULARLY THOSE INTEGRATED WITH PRIMARY CARE, SUCH AS THE COLLABORATIVE CARE MODEL (COCM). A KEY GOAL IS TO LEVERAGE CURRENT PUBLIC INTEREST IN YOUTH BEHAVIORAL HEALTH IMPROVEMENT TO INCREASE AWARENESS OF SENIOR BEHAVIORAL HEALTH NEEDS, AS WELL. ALSO, AS PART OF THESE EFFORTS, WHPC PARTNERED WITH THE BIPARTISAN POLICY CENTER TO CREATE RECOMMENDATIONS FOR CONGRESS AND THE ADMINISTRATION ON THE FUTURE OF TELEHEALTH POLICY AND PARTICULARLY ITS IMPACT ON THE DELIVERY OF BEHAVIORAL HEALTH SERVICES.THE POLICY CENTER ALSO PARTNERED WITH THE MEADOWS MENTAL HEALTH POLICY INSTITUTE TO EXPLORE OPTIONS FOR INCREASING UPTAKE OF INTEGRATED CARE MODELS LIKE COCM. AS PART OF THIS PARTNERSHIP, THE POLICY CENTER AND THE MEADOWS INSTITUTE SEEK TO INCREASE THE USE OF MEASUREMENT-INFORMED CARE BY PHYSICIANS FOR TREATING MENTAL HEALTH AND SUBSTANCE USE DISORDERS. THE POLICY CENTER ALSO WORKED WITH THE KENNEDY FORUM, A NATIONALLY RENOWNED POLICY ORGANIZATION, TO INCORPORATE A LIFE COURSE APPROACH (INCLUDING OLDER ADULTS) INTO THE KENNEDY FORUM'S EFFORTS TO IMPROVE THE PARITY BETWEEN COVERAGE OF MENTAL AND PHYSICAL SERVICES IN COMMERCIAL INSURANCE AS WELL AS IN DISCUSSIONS AROUND REIMBURSEMENT FOR MENTAL HEALTH SERVICES.ADVANCE EARLY CLINICAL INTERVENTION THAT EMPOWERS PRIMARY CARE PROVIDERS TO ADDRESS HOLISTIC BRAIN HEALTHTHE POLICY CENTER SET THE GROUNDWORK FOR EXPANDED WORK IN THE ALZHEIMER'S AND DEMENTIA SPACE. WE CONDUCTED A SERIES OF STAKEHOLDER INTERVIEWS WITH PARTICIPANTS OF THE NEW CMS GUIDING AN IMPROVED DEMENT | MediumExplanationTxt |
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 | $358,190 | $0 | |
| FURNITURE & FIXTURES | $374,624 | $306,767 | $67,857 | $67,857 |
| COMPUTER/PHONE EQUIPMENT | $564,388 | $440,673 | $123,715 | $123,715 |
| INTANGIBLE ASSET | $464,982 | $101,165 | $363,817 | $363,817 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,763 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,763 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEASE/RENT DEPOSIT | $52,944 | $52,944 | $52,944 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $1,632,983 | $1,388,643 | $1,388,643 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BUILDING MAINTENANCE | $3,156 | $0 | $0 | $3,156 |
| OFFICE EQUIPMENT & WIRELESS | $78,774 | $0 | $0 | $110,619 |
| OFFICE SUPPLIES | $766 | $0 | $0 | $766 |
| MEALS AND ENTERTAINMENT | $16,901 | $0 | $0 | $16,478 |
| INSURANCE | $12,135 | $0 | $0 | $14,522 |
| PAYROLL PROCESSING FEES | $5,655 | $0 | $0 | $4,526 |
| EE MORALE/WELFARE | $11,530 | $0 | $0 | $11,352 |
| OTHER EXPENSES | $1,746 | $0 | $0 | $2,383 |
| POSTAGE/COURIER/MAIL SERVICE | $430 | $0 | $0 | $430 |
| DUES AND MEMBERSHIPS | $1,814 | $0 | $0 | $1,493 |
| LICENSES & PERMITS | $898 | $0 | $0 | $412 |
| EVENT SPONSORSHIP | $52,607 | $0 | $0 | $52,607 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROPERTY TAX REFUND | Desc |
| Revenue And Expenses Per Books | $3,502 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,502 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATION AND LEASE LIABILITY | Desc |
| BOY Book Value | $1,841,187 | BOYBookValueAmt |
| EOY Book Value | $1,610,315 | EOYBookValueAmt |
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 | $37,204 | $0 | $0 | $37,204 |
| CONTRACTORS | $3,780,319 | $0 | $0 | $2,000,046 |
| IT/WEB CONSULTANT SERVICE FEES | $228,260 | $0 | $0 | $226,197 |