2025-10-20T07:49:49-05:00 2024-12-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990PF 2024-01-01 275388874 GARY AND MARY WEST HEALTH POLICY CENTER INC GARY 2027298577 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 TIMOTHY LASH PRESIDENT 2027298577 2025-10-17 1 1 DIANA MCCUTCHEN P00545657 7144367100 2024 2025-03-06 01:10:19Z X 5875145 X 11334173 0 0 3502 0 3502 11337675 0 3502 409947 0 0 369703 1348097 0 0 1365976 212611 0 0 245814 3763 0 0 3763 32146 0 0 29538 4045783 0 0 2263447 25963 0 0 340180 0 0 336823 177706 0 0 160182 33759 0 0 38098 186412 0 0 218744 6816367 0 0 5032088 4014737 4067258 10831104 0 0 9099346 506571 0 3502 1480317 3777142 3777142 2723 36779 101027 101027 1762184 1206795 113154 555389 555389 1685927 1441587 1441587 3318900 5875145 5875145 1623698 3904244 1841187 1610315 3464885 5514559 X -371606 360586 225621 0 -145985 360586 3318900 5875145 -145985 506571 0 360586 0 360586 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 DC DE 1 1 0 0 0 1 WWW.WESTHEALTH.ORG SALLY HALLAK 8585357000 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 TIMOTHY LASH 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 CHAIRMAN/PRESIDENT 10.00 190086 17878 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 60916 6628 0 JONATHAN ZIFFERBLATT 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 CHIEF STRATEGY OFFICER 5.00 118701 15738 0 AMY HERR 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 DIR. HEALTH POLICY 40.00 215478 31996 0 CAROLINE PICHER 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 ASSOCIATE DIR. HEALT 40.00 151982 17283 0 NAMRATA UBEROI 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 DIR. HEALTH POLICY 40.00 106559 12315 0 MARY GENS 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 SENIOR RESEARCH ASSO 40.00 84391 8635 0 CRISTINA BOCCUTI TERM 22024 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 DIR. HEALTH POLICY 40.00 85385 7468 0 2 ANNE TUMLINSON INNOVATIONS 601 13TH ST NW FLOOR 12 WASHINGTON DC 20005 CONSULTANTS 681460 GARY AND MARY WEST MANAGEMENT COMPANY INC 4960 AVENIDA ENCINAS CARLSBAD CA 92008 MANAGEMENT SERVICES 607298 WAXMAN CONSULTING INC 1150 CONNECTICUT AVENUE NW SUITE 800 WASHINGTON DC 20036 CONSULTANTS 300000 HART HEALTH STRATEGIES INC 611 PENNSLYVANIA AVENUE SE 393 WASHINGTON DC 20003 CONSULTANTS 260004 GLOBAL STRATEGY GROUP LLC 215 PARK AVE SOUTH 15TH FLOOR NEW YORK NY 10003 CONSULTANTS 157000 5 SEE STATEMENT 11 9693613 0 0 4454410 0 4454410 0 0 4454410 66816 4387594 219380 X 9099346 0 119332 9218678 2012-01-09 X 3502 8422 3490 0 15414 2977 7159 2967 0 13102 9218678 5229560 6826674 5780214 27055126 4067258 1912004 2343556 1554638 9877456 5151420 3317556 4483118 4225576 17177670 0 0 146253 62755 70342 63945 343295 0 0 0 0 X 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. 100000 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. 126500 AMERICAN SOCIETY ON AGING 605 MARKET STREET STE 1111 SAN FRANCISCO CA 94105 NONE PC ASA WILL GENERATE SIX ARTICLES AND FOUR PODCAST EPISODES. 33825 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. 70000 CENTER FOR HEALTH CARE STRATEGIES INC 300 AMERICAN METRO BLULEVARD SUITE 125 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. 300942 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. 150000 COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET 1025 CONNECTICUT AVENUE NW SUITE 1100 WASHINGTON DC 20036 NONE PC CREATE AND DISSEMINATE TWO NEW OPTION PAPERS FOR HEALTH CARE POLICIES. 320000 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. 508764 FAMILIES USA FOUNDATION INC 1225 NEW YORK AVE NW SUITE 800 WASHINGTON DC 20005 NONE PC EXPAND COALITION ACTIVITIES ADDRESSING COST OF CARE. 200000 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. 225000 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). 28500 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. 175000 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. 950000 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. 15000 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. 85000 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. 20000 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. 68464 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). 20000 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. 285000 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. 115263 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. 120000 UNITED STATES OF CARE CAMPAIGN 2776 S ARLINGTON MILL DRIVE SUITE 504 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. 150000 4067258 BROOKINGS INSTITUTION 1775 MASSACHUSETTS AVE NW WASHINGTON DC 20036 NONE PC RESEARCH, CREATE MEMOS AND PAPERS RELATED TO DIFFERENT FACETS OF GENERIC DRUGS. 145000 CENTER FOR HEALTH CARE STRATEGIES INC 300 AMERICAN METRO BOULEVARD SUITE 125 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. 74459 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. 95000 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). 16500 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. 137386 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. 60346 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. 98000 626691 PROPERTY TAX REFUND 3502 0 0 3502 3502 7 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 X X 1 GARY AND MARY WEST CHARITABLE TRUST 10350 N TORREY PINES RD LA JOLLA CA 92037 11334173 X ACCOUNTING FEES 32146 0 0 29538 HEALTH CARE COST INSTITUTE INC 1100 G STREET NW SUITE 600 WASHINGTON DC 20005 2024-01-01 175000 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. 175000 NONE 6/8/2025 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. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A 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 LEASEHOLD/TENANT IMPROVEMENTS 358190 358190 0 FURNITURE & FIXTURES 374624 306767 67857 67857 COMPUTER/PHONE EQUIPMENT 564388 440673 123715 123715 INTANGIBLE ASSET 464982 101165 363817 363817 LEGAL FEES 3763 0 0 3763 LEASE/RENT DEPOSIT 52944 52944 52944 OPERATING LEASE RIGHT-OF-USE ASSET 1632983 1388643 1388643 BUILDING MAINTENANCE 3156 0 0 3156 OFFICE EQUIPMENT & WIRELESS 78774 0 0 110619 OFFICE SUPPLIES 766 0 0 766 MEALS AND ENTERTAINMENT 16901 0 0 16478 INSURANCE 12135 0 0 14522 PAYROLL PROCESSING FEES 5655 0 0 4526 EE MORALE/WELFARE 11530 0 0 11352 OTHER EXPENSES 1746 0 0 2383 POSTAGE/COURIER/MAIL SERVICE 430 0 0 430 DUES AND MEMBERSHIPS 1814 0 0 1493 LICENSES & PERMITS 898 0 0 412 EVENT SPONSORSHIP 52607 0 0 52607 PROPERTY TAX REFUND 3502 3502 CAPITAL LEASE OBLIGATION AND LEASE LIABILITY 1841187 1610315 MANAGEMENT/ADMINISTRATIVE SERVICES 37204 0 0 37204 CONTRACTORS 3780319 0 0 2000046 IT/WEB CONSULTANT SERVICE FEES 228260 0 0 226197