2025-11-17T21:40:34+00:00 2024-12-31 135381590 BDO USA 8401 GREENSBORO DR STE 800 MCLEAN VA 221023599 990 2024-01-01 823871397 WHITMAN-WALKER INSTITUTE INC WHIT 2027457000 1201 SYCAMORE DRIVE SE WASHINGTON DC 20032 HEATHER AARON CHIEF EXECUTIVE OFFICER 2025-11-18 true TODD TERESCO P00247720 7038930600 2025-11-18 2024 2025-03-06 01:10:19Z KELLAN BAKER 1201 SYCAMORE DRIVE SE WASHINGTON DC 20032 7484533 false X WWW.WHITMANWALKERIMPACT.ORG X 2017 DC WHITMAN-WALKER INSTITUTE SERVES AS THE KNOWLEDGE AND SCIENCE ARM OF THE HEALTH SYSTEM. THE INSTITUTE PROVIDES CLINCAL AND PUBLIC HEALTH EDUCATION TO HEALTH CARE PRACTIONERS AND COMMUNITY ORGANIZATIONS AND EXPRESSES ITS VIEWS ON POLICY AND ADVOCACY ISSUES THAT IMPACT METRO WASHINGTON'S LGBTQ COMMUNITIES. WHITMAN-WALKER INSTITUTE EXPANDS THE BODY OF KNOWLEDGE NEEDED TO STRENGTHEN OUR PROGRAM FOUNDATION OF CARE, ADVOCACY, RESEARCH, AND EDUCATION. THROUGH SUCH LEARNING, WE EMPOWER ALL PERSONS TO LIVE HEALTHLY, LOVE OPENLY, AND ACHIEVE EQUALITY AND INCLUSION. 9 9 0 9 0 6273716 6152576 737363 1254878 0 0 13400 77079 7024479 7484533 0 0 0 0 5372732 5208694 0 0 0 3588672 3699161 8961404 8907855 -1936925 -1423322 2573225 7543676 9214475 15608248 -6641250 -8064572 X WHITMAN-WALKER INSTITUTE EXPANDS THE BODY OF KNOWLEDGE NEEDED TO STRENGTHEN OUR PROGRAM FOUNDATION OF CARE, ADVOCACY, RESEARCH, AND EDUCATION. THROUGH SUCH LEARNING, WE EMPOWER ALL PERSONS TO LIVE HEALTHLY, LOVE OPENLY, AND ACHIEVE EQUALITY AND INCLUSION. false false 3996554 0 0 WHITMAN-WALKER INSTITUTE CONDUCTS GRANT FUNDED RESEARCH ACTIVITY IN COOPERATION WITH THE NATIONAL INSTITUTE OF HEALTH. 980267 0 692867 WHITMAN-WALKER INSTITUTE CONDUCTS RESEARCH TRIALS AND OTHER CONTRACTUAL ACTIVITY IN COOPERATION WITH INDUSTRY PARTNERS. 711176 0 0 WHITMAN-WALKER INSTITUTE PROVIDES POLICY AND ADVOCACY WORK THAT IMPACTS THE METRO WASHINGTON'S LGBTQ COMMUNITIES. 277369 0 562011 WHITMAN-WALKER INSTITUTE PROVIDES CLINICAL AND PUBLIC HEALTH EDUCATION TO HEALTH CARE PRACTITIONERS AND COMMUNITY ORGANIZATIONS. 277369 562011 5965366 true true false true false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 50 0 true 0 false false false false false false false false false false false false X 9 9 false false false false true true true true true false false false true true true true true true true true false false X CHRIS HOLLEMAN 2027974407 1201 SYCAMORE DRIVE SE WASHINGTON DC 20032 ALISON GILL VICE CHAIR 2.0 0 X X 0 0 0 DAVID STEINGLASS TREASURER 2.0 0 X X 0 0 0 JENNIFER KATES BOARD CHAIR 2.0 2.0 X X 0 0 0 SANDRA AJISAFE SECRETARY 2.0 0 X X 0 0 0 DARRYL GORMAN DIRECTOR 2.0 0 X 0 0 0 FRANCES REED DIRECTOR 2.0 2.0 X 0 0 0 GREGORIO MILLET DIRECTOR 2.0 0 X 0 0 0 JEHAN EL-BAYOUMI DIRECTOR 2.0 2.0 X 0 0 0 SANDY JAMES DIRECTOR (AS OF 03/2024) 2.0 0 X 0 0 0 CINDY LEWIN INTERIM CEO (THRU 03/18/2024) 2.0 38.0 X 6983 132690 0 HEATHER AARON CHIEF EXECUTIVE OFFICER (AS OF 03/2024) 16.0 24.0 X 109979 109300 19782 JENNIFER MAHER CHIEF FINANCIAL OFFICER 3.0 37.0 X 0 256922 42486 KELLAN BAKER EXECUTIVE DIRECTOR & CLO 40.0 0 X 220067 0 22009 CHRISTOPHER HOLLEMAN FINANCIAL SENIOR DIRECTOR 3.0 37.0 X 0 215569 55627 KATHERINE WATSON GENERAL COUNSEL 8.0 32.0 X 41468 235312 4204 ALLISON TALAN RESEARCH SCIENTIST 40.0 0 X 136562 0 30461 JANELLE SCHRAG RESEARCH PROJECT DIRECTOR 40.0 0 X 119234 0 18977 JAWANA MALONE RESEARCH SCIENTIST 40.0 0 X 122090 0 15423 JENNAFER KWAIT RESEARCH SCIENTIST 40.0 0 X 137255 0 38670 NOEL DILLARD DIRECTOR OF RESEARCH ADMIN 40.0 0 X 137122 0 17578 1030760 949793 265217 13 false true false FORVIS LLP 910 E SAINT LOUIS STREET SPRINGFIELD MO 658062523 ACCOUNTING SERVICES 285368 ADAM SHAPIRO PUBLIC RELATIONS LLC 1401 CHURCH ST NW WASHINGTON DC 20005 PUBLIC RELATIONS 225000 2 4837828 1314748 6152576 INDUSTRY TRIALS 900099 1134637 1134637 0 0 EDUCATION & TRAINING 900099 70680 70680 0 0 CONTRACT ACTIVITY RELATED TO INDUSTRY TRIALS 900099 49561 49561 0 0 0 0 0 0 1254878 0 0 0 0 MISCELLANEOUS 900099 77079 0 0 77079 0 0 0 0 77079 7484533 1254878 0 77079 X 400506 0 400506 0 2840983 2729409 111574 0 186277 156846 29431 0 1326392 1116829 209563 0 454536 382722 71814 0 593943 0 593943 0 12493 11633 860 0 70165 65810 4355 0 1742 1409 333 0 1510369 1062112 448257 0 4395 4395 0 0 51541 25013 26528 0 106956 39332 67624 0 964300 1919 962381 0 44415 44415 0 0 39996 25744 14252 0 CLIENT ASSISTANCE/INCENTIVES 176710 176710 0 0 MISCELLANEOUS EXPENSES 97983 97983 0 0 MEDICAL SUPPLIES & LAB FEES 24153 23085 1068 0 0 0 0 0 8907855 5965366 2942489 0 644213 5431872 1551906 1432517 0 0 0 0 73949 61237 785533 167483 303157 618050 0 0 0 0 2573225 7543676 403886 876905 596127 1057247 0 0 8214462 13674096 9214475 15608248 X -6641250 -8064572 -6641250 -8064572 2573225 7543676 -1423322 0 X false true true false X 16522 2927638 5069799 6273716 6152576 20440251 765550 682245 763906 737363 1254878 4203942 0 0 0 782072 3609883 5833705 7011079 7407454 24644193 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24644193 0 0 0 0 0 0 0 0 0 85949 0 0 13400 77079 176428 868021 3609883 5833705 7024479 7484533 24820621 0.99289 0.99456 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 85949.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 13400.0, COLUMN E - 77079.0, COLUMN F - 176428.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1742 1742 8906112 8907854 595393 0 148848 0 0 350535 508352 598070 595393 2052350 3078525 3504 604 0 1742 5850 87634 127088 149518 148848 513088 769632 0 0 0 Schedule C, Part II-A REVIEW AND ANALYSIS OF PROPOSED LEGISLATION AND COMMUNICATIONS WITH LEGISLATIVE STAFF AND LEGISLATORS ADVOCATING FOR OR AGAINST PROPOSED LEGISLATION. 603101 18384 584717 137177 109305 27872 45255 39794 5461 618050 Federal Income Taxes DUE TO RELATED PARTY 13674096 13674096 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION IS INCLUDED IN WHITMAN WALKER HEALTH SYSTEM, INC.'S CONSOLIDATED AUDIT REPORT FOR THE YEAR ENDED DECEMBER 31, 2024. THE FOLLOWING FOOTNOTE REGARDING LIABILITY FOR UNCERTIAN TAX POSITIONS (FIN 48) IS FOUND IN THIS CONSOLIDATED REPORT. WHITMAN WALKER HEALTH SYSTEM, INC., WHITMAN-WALKER FOUNDATION, WHITMAN-WALKER INSTITUTE, AND THE QALICB ARE NONPROFIT CORPORATIONS AS DESCRIBED IN SECTION 501 (C)(3) AND WHITMAN-WALKER REAL PROPERTY HOLDINGS CO. IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM DISTRICT OF COLUMBIA FRANCHISE, SALES AND USE, AND PROPERTY TAXES. WWHS IS SUBJECT TO FEDERAL OR STATE INCOME TAXES ON ITS UNRELATED BUSINESS INCOME, IF ANY. WWHS DETERMINES WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED WWHS' TAX POSITIONS AND CONCLUDED THAT WWHS HAS TAKEN NO UNCERTAIN TAX POSITIONS NOR ARE THERE ANY RELATED PENALTIES AND INTEREST THAT REQUIRE ADJUSTMENT TO THE ACCOMPANYING FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WWHS IS SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS SINCE INCEPTION. X false false false false false false false false false HEATHER AARON CHIEF EXECUTIVE OFFICER (AS OF 03/2024) 109979 106627 0 0 0 2673 0 0 0 19782 109979 129082 0 0 KELLAN BAKER EXECUTIVE DIRECTOR & CLO 219527 0 0 0 540 0 6586 0 15423 0 242076 0 0 0 JENNIFER MAHER CHIEF FINANCIAL OFFICER 0 249600 0 5000 0 2322 0 3816 0 38670 0 299408 0 0 CHRISTOPHER HOLLEMAN FINANCIAL SENIOR DIRECTOR 0 212005 0 0 0 3564 0 16960 0 38667 0 271196 0 0 KATHERINE WATSON GENERAL COUNSEL 41468 234502 0 0 0 810 0 4204 0 0 41468 239516 0 0 NOEL DILLARD DIRECTOR OF RESEARCH ADMIN 136475 0 0 0 647 0 4094 0 13484 0 154700 0 0 0 JENNAFER KWAIT RESEARCH SCIENTIST 135417 0 0 0 1838 0 0 0 38670 0 175925 0 0 0 ALLISON TALAN RESEARCH SCIENTIST 136182 0 0 0 380 0 4085 0 26376 0 167023 0 0 0 Form 990, Part III, Line 4d Description of other program services (Expenses $ 277,369 including grants of $ 0)(Revenue $ 562,011) WHITMAN-WALKER INSTITUTE PROVIDES CLINICAL AND PUBLIC HEALTH EDUCATION TO HEALTH CARE PRACTITIONERS AND COMMUNITY ORGANIZATIONS. Form 990, Part VI, Line 6 Classes of members or stockholders WHITMAN WALKER HEALTH SYSTEM ELECTS AND MAY REMOVE THE DIRECTORS, THE EXECUTIVE DIRECTOR, AND THE CHAIR OF THE BOARD OF THE CORPORATION. WWHS FORMULATES AND IMPLEMENTS STRATEGIC PLANNING AND FINANCIAL MANAGEMENT, AND SELECTS A FISCAL AUDITOR ON BEHALF OF THE CORPORATION. THE CORPORATION MAY NOT, WITHOUT THE PRIOR APPROVAL OF WWHS, TAKE ANY OF THE FOLLOWING ACTIONS: I) EXPENDITURE OR DIVESTITURE OF THE CORPORATION'S CAPITAL ASSETS; II) INCURRENCE OR GUARANTEE OF DEBT; III) EXPENDITURE IN ANY AMOUNT IN EXCESS OF THE CORPORATION'S APPROVED ANNUAL OPERATING BUDGET; IV) DISSOLUTION OR LIQUIDATION OF THE CORPORATION; V) CREATION, DISSOLUTION, OR DIVESTITURE BY THE CORPORATION OF ANY SUBSIDIARY, PARTNERSHIP, OR LLC; VI) AMENDMENT OF THE CORPORATION'S ARTICLES OR BYLAWS; VII) ANY OTHER FUNDAMENTAL TRANSACTION, AS DEFINED IN THE DISTRICT OF COLUMBIA NON-PROFIT CORPORATION ACT. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders WHITMAN-WALKER HEALTH SYSTEM, AS THE CORPORATION'S SOLE MEMBER, HAS THE ABILITY TO APPOINT AND REMOVE DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS REVIEWED BY THE AUDIT AND COMPLIANCE CHAIR AND BOARD TREASURER. PRIOR TO BEING FILED, IT IS DISTRIBUTED ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES TO ANNUALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND MONITORS POTENTIAL CONFLICTS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS ESTABLISHED BY THE INSTITUTE'S CORPORATE PARENT, WHITMAN-WALKER HEALTH SYSTEM, USING COMPARABILITY DATA OBTAINED FROM FORM 990S OF OTHER NONPROFIT | ORGANIZATIONS OF SIMILAR SIZE, SCOPE, AND GEOGRAPHIC REGION. COMPENSATION OF KEY EMPLOYEES OF THE INSTITUTE IS DETERMINED BY ITS RELATED AFFILIATE UTILIZING COMPENSATION INFORMATION PUBLISHED BY THE ECONOMIC RESEARCH INSTITUTE, WHICH IS UPDATED QUARTERLY, AS WELL AS SALARY SURVEYS FROM THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE COMPENSATION OF KEY EMPLOYEES IS DETERMINED BY UTILIZING COMPENSATION SOFTWARE PUBLISHED BY THE ECONOMIC RESEARCH INSTITUTE, WHICH IS UPDATED QUARTERLY, AS WELL AS SALARY SURVEYS FROM THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part IX, Line 11g Other Fees OTHER PROFESSIONAL FEES - Total Expense: 1510369, Program Service Expense: 1062112, Management and General Expenses: 448257, Fundraising Expenses: 0; WHITMAN-WALKER CLINIC INC 1201 SYCAMORE DRIVE SE WASHINGTON DC 20032 521122122 HEALTH CARE DC 501(c)(3) 7 NA false WHITMAN-WALKER HEALTH SYSTEM 1201 SYCAMORE DRIVE SE WASHINGTON DC 20032 823842638 HEALTH CARE DC 501(c)(3) Type II NA false WHITMAN-WALKER FOUNDATION 1201 SYCAMORE DRIVE SE WASHINGTON DC 20032 823889980 SUPPORT DC 501(c)(3) 7 WWHS INC false WWHS REAL PROPERTY HOLDINGS INC 1201 SYCAMORE DRIVE SE WASHINGTON DC 20032 823907507 TITLE HOLDINGS DC 501(c)(2) WWHS INC false WHITMAN-WALKER 1201 INC 1201 SYCAMORE DRIVE SE WASHINGTON DC 20032 922607493 HOLDING- NMTC DC 501(c)(3) Type II NA false false false true false false false false false false false false false false true true true false false false