GARY AND MARY WEST HEALTH INSTITUTE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: GARY AND MARY WEST HEALTH INSTITUTE (EIN 26-4146730)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-10-20
IRS object ID: 202542939349300019
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
Schedule A
Schedule B
Schedule C
Schedule D
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-20T07:45:22-05:00	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	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	264146730	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GARY AND MARY WEST HEALTH INSTITUTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GARY	BusinessNameControlTxt
Phone	8585357000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10350 NORTH TORREY PINES ROAD	AddressLine1Txt
City	LA JOLLA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92037	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHELLEY LYFORD	PersonNm
Person Title	CHAIR & CEO	PersonTitleTxt
Phone	8585357000	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 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SHELLEY LYFORD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10350 NORTH TORREY PINES ROAD	AddressLine1Txt
City	LA JOLLA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92037	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$44,564,569	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WESTHEALTH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2009	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	CONDUCTING MEDICAL RESEARCH WITH HOSPITALS TO REDUCE HEALTHCARE COSTS WITH A FOCUS ON SENIORS.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	34	TotalEmployeeCnt
Total Volunteers	6	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$20,989,001	PYContributionsGrantsAmt
CY Contributions Grants	$44,266,610	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$167,669	PYInvestmentIncomeAmt
CY Investment Income	$203,832	CYInvestmentIncomeAmt
PY Other Revenue	$84,471	PYOtherRevenueAmt
CY Other Revenue	$94,127	CYOtherRevenueAmt
PY Total Revenue	$21,241,141	PYTotalRevenueAmt
CY Total Revenue	$44,564,569	CYTotalRevenueAmt
PY Grants And Similar Paid	$6,893	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,191	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,630,114	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$6,478,267	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$15,491,918	PYOtherExpensesAmt
CY Other Expenses	$35,972,982	CYOtherExpensesAmt
PY Total Expenses	$21,128,925	PYTotalExpensesAmt
CY Total Expenses	$42,453,440	CYTotalExpensesAmt
PY Revenues Less Expenses	$112,216	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,111,129	CYRevenuesLessExpensesAmt
Total Assets BOY	$15,616,066	TotalAssetsBOYAmt
Total Assets EOY	$28,403,353	TotalAssetsEOYAmt
Total Liabilities BOY	$14,419,155	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$25,100,693	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,196,911	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,302,660	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	CONDUCTING APPLIED MEDICAL AND SCIENTIFIC RESEARCH INTO ACTIONS TO LOWER HEALTHCARE COSTS AND IMPROVE HEALTHCARE DELIVERY AND SUCCESSFUL AGING FOR SENIORS. FURTHERMORE, TO LOWER THE COST OF HEALTHCARE AND ENABLE SENIORS TO SUCCESSFULLY AGE, LIVING LIFE ON THEIR OWN TERMS WITH ACCESS TO HIGH-QUALITY HEALTH AND SUPPORT SERVICES THAT PRESERVE AND PROTECT THEIR DIGNITY, QUALITY OF LIFE, AND INDEPENDENCE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$35,033,601	ExpenseAmt
Grant	$2,191	GrantAmt
Desc	SEE SCHEDULE O.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$219,866	ExpenseAmt
Desc	SEE SCHEDULE O.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$35,253,467	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	60	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	34	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	3	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DE	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SALLY HALLAK	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8585357000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10350 N TORREY PINES ROAD	AddressLine1Txt
City	LA JOLLA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92037	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
SHELLEY M LYFORD
DIRECTOR, CHAIR & CEO	30.00	5.00	Yes (X)	Yes (X)	$861,513	$0	$85,594
CHARLES SEDERSTROM
DIRECTOR	5.00	1.00	Yes (X)		$0	$0	$0
GARY WEST
DIRECTOR	5.00	5.00	Yes (X)		$0	$0	$0
MARK MCCLELLAN
DIRECTOR	5.00	5.00	Yes (X)		$0	$0	$0
NICK VALERIANI
DIRECTOR	5.00	5.00	Yes (X)		$0	$0	$0
ZIA AGHA
CMO & EVP CLINICAL RESEARCH	40.00			Yes (X)	$825,448	$0	$133,547
TIMOTHY LASH
PRESIDENT	30.00	10.00		Yes (X)	$761,475	$0	$126,713
JONATHAN ZIFFERBLATT
CHIEF STRATEGY OFFICER	30.00	10.00		Yes (X)	$0	$590,701	$117,031
SALLY HALLAK
CFO, SECRETARY AND TREASURER	30.00	10.00		Yes (X)	$0	$546,106	$101,288
LIANE WARDLOW
SENIOR DIRECTOR, CLINICAL RESEARCH	40.00				$259,908	$0	$35,847	Yes (X)
AMY STUCK
SR DIR, VALUE-BASED ACUTE CARE	40.00				$232,515	$0	$57,545	Yes (X)
CHRISTOPHER CROWLEY
DIR, STRAT & SR HEALTH SYS ENGINEER	40.00				$252,146	$0	$36,045	Yes (X)
ADRIAN KWONG
PRINCIPAL DATA SECURITY ARCHITECT	40.00				$232,548	$0	$33,362	Yes (X)
HAW-MINN LU
PRINCIPAL DATA SCIENTIST	40.00				$204,732	$0	$49,550	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,630,285	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,136,807	TotReportableCompRltdOrgAmt
Total Other Compensation	$776,522	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	19	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MCKINSEY & COMPANY INC
3 WORLD TRADE CENTER 175 GREENWICH	NEW YORK	NY	10007	CONSULTANT	$2,500,000
GARY AND MARY WEST MANAGEMENT COMPANY I
4960 AVENIDA ENCINAS	CARLSBAD	CA	92008	MANAGEMENT SERVICES	$2,400,000
HURON CONSULTING GROUP INC
550 W VAN BUREN ST	CHICAGO	IL	60607	CONSULTANT	$2,100,000
HTEC GROUP INC
101 UNIVERSITY AVENUE SUITE 301	PALO ALTO	CA	94301	IT CONSULTANT	$2,093,160
GALLUP INC
PO BOX 74007531	CHICAGO	IL	60674	CONSULTANT	$833,500

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	24	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$44,266,610	AllOtherContributionsAmt
Total Contributions	$44,266,610	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$196,283	TotalRevenueColumnAmt
Exclusion	$196,283	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$89,904	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$89,904	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$89,904	TotalRevenueColumnAmt
Exclusion	$89,904	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$7,549	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	$7,549	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,549	TotalRevenueColumnAmt
Exclusion	$7,549	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	FSA WRITE-OFF	Desc
Business	900099	BusinessCd
Total Revenue Column	$4,223	TotalRevenueColumnAmt
Exclusion	$4,223	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,223	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$44,564,569	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$297,959	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,191	TotalAmt
Program Services	$2,191	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,193,907	TotalAmt
Program Services	$1,756,381	ProgramServicesAmt
Management And General	$437,526	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,400,380	TotalAmt
Program Services	$3,020,622	ProgramServicesAmt
Management And General	$379,758	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$253,453	TotalAmt
Program Services	$136,785	ProgramServicesAmt
Management And General	$116,668	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$321,180	TotalAmt
Program Services	$317,815	ProgramServicesAmt
Management And General	$3,365	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$309,347	TotalAmt
Program Services	$257,115	ProgramServicesAmt
Management And General	$52,232	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$2,496,131	TotalAmt
Program Services	$550,872	ProgramServicesAmt
Management And General	$1,945,259	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$244,332	TotalAmt
Program Services	$150,699	ProgramServicesAmt
Management And General	$93,633	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$105,442	TotalAmt
Management And General	$105,442	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$216,000	TotalAmt
Program Services	$216,000	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$27,278,836	TotalAmt
Program Services	$25,442,557	ProgramServicesAmt
Management And General	$1,836,279	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,421	TotalAmt
Program Services	$2,542	ProgramServicesAmt
Management And General	$7,879	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,378,346	TotalAmt
Program Services	$825,842	ProgramServicesAmt
Management And General	$552,504	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,582,165	TotalAmt
Program Services	$1,375,909	ProgramServicesAmt
Management And General	$1,206,256	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$649,374	TotalAmt
Program Services	$609,336	ProgramServicesAmt
Management And General	$40,038	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$35,015	TotalAmt
Program Services	$33,020	ProgramServicesAmt
Management And General	$1,995	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$151,520	TotalAmt
Program Services	$79,092	ProgramServicesAmt
Management And General	$72,428	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$98,670	TotalAmt
Management And General	$98,670	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
SUBSCRIPTIONS/PUBS/DATA	$293,740	$208,698	$85,042
TELECOMMUNICATIONS/WEB	$211,254	$136,120	$75,134
RECRUITING/RETENTION	$147,064	$68,970	$78,094
OTHER EXPENSES	$74,672	$62,901	$11,771

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$42,453,440	TotalAmt
Program Services	$35,253,467	ProgramServicesAmt
Management And General	$7,199,973	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,729,431	BOYAmt
EOY	$2,929,523	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,177,432	BOYAmt
EOY	$3,373,685	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$12,000,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$42,938	BOYAmt
EOY	$183,417	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$732,458	BOYAmt
EOY	$1,025,938	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$11,314,211	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$10,498,413	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$627,440	BOYAmt
EOY	$815,798	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$177,120	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$53,802	BOYAmt
EOY	$1,425,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$8,252,565	BOYAmt
EOY	$6,472,872	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,616,066	BOYAmt
EOY	$28,403,353	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,411,548	BOYAmt
EOY	$17,712,165	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
EOY	$7,584	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$9,007,607	BOYAmt
EOY	$7,380,944	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,419,155	BOYAmt
EOY	$25,100,693	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$184,912	BOYAmt
EOY	$3,302,660	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,011,999	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,196,911	BOYAmt
EOY	$3,302,660	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$15,616,066	BOYAmt
EOY	$28,403,353	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,111,129	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$5,380	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Medical Research Organization	Yes (X)	MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp (15 entries)

CityCityNm	State AbbreviationStateAbbreviationCd
DIMER HEALTH SERVICES INC
MENDHAM	NJ
GARY AND MARY WEST SENIOR SERVICES INC
SAN MARCOS	CA
HARDISON MEDICAL CORPORATION DBA HEALTHTOPIA
ENCINITAS	CA
INTEGRA COMMUNITY CARE NETWORK
WARWICK	RI
THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
CHAPEL HILL	NC
UNIVERSITY OF CALIFORNIA SAN DIEGO HEALTH
LA JOLLA	CA
THE CLEVELAND CLINIC
CLEVELAND	OH
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
PASADENA	CA
KENT COUNTY MEMORIAL HOSPITAL
WARWICK	RI
SHARP HEALTHCARE
SAN DIEGO	CA
CEP AMERICA LLC DBA VITUITY
EMERYVILLE	CA
NORTHWESTERN MEMORIAL HEALTHCARE
CHICAGO	IL
MASS GENERAL BRIGHAM HEALTH SYSTEM
BOSTON	MA
UNIVERSITY OF ALABAMA AT BIRMINGHAM
BIRMINGHAM	AL
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
SAN FRANCISCO	CA

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$216,000	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$216,000	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$42,237,440	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$42,453,440	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$217,590	CurrentYearMinus3Amt
Current Year Minus2	$216,480	CurrentYearMinus2Amt
Current Year Minus1	$216,000	CurrentYearMinus1Amt
Current Year	$216,000	CurrentYearAmt
Total	$866,070	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART IV	FormAndLineReferenceDesc
Explanation	THE GARY AND MARY WEST HEALTH INSTITUTE DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS) ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE.	ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,045,541	OtherCostOrOtherBasisAmt
Depreciation	$6,855,302	DepreciationAmt
Book Value	$190,239	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,559,617	OtherCostOrOtherBasisAmt
Depreciation	$2,223,557	DepreciationAmt
Book Value	$336,060	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,709,053	OtherCostOrOtherBasisAmt
Depreciation	$1,419,554	DepreciationAmt
Book Value	$289,499	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$815,798	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	OPERATING LEASE RIGHT-OF-USE ASSET	Desc
Book Value	$6,472,872	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$6,472,872	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
FINANCE LEASES	$21,214
OPERATING LEASE LIABILITY	$7,182,610
NONQUALIFIED DEFERRED COMPENSATION INCENTIVE	$177,120

Field	Value	IRS element (for citing)
Total Liability	$7,380,944	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$44,559,189	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	-$5,380	OtherRevenueAmt
Revenue Not Reported	-$5,380	RevenueNotReportedAmt
Revenue Subtotal	$44,564,569	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$44,564,569	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$42,453,440	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$42,453,440	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$42,453,440	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	IN ACCORDANCE WITH FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE INSTITUTE EVALUATES ANNUALLY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN BY APPLYING A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION. MANAGEMENT EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF ACTIVITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	NET UNREALIZED LOSS ON INVESTMENTS -5,380.
SCHEDULE D, PART IX LINE 1 AND PART X LINE 2	THE INSTITUTE LEASES ITS LA JOLLA FACILITY UNDER A NON-CANCELABLE OPERATING LEASE AGREEMENT THAT WILL EXPIRE IN APRIL 2028. WHI ADOPTED THE NEW LEASE STANDARD ASC 842 AT THE BEGINNING OF 2021. IN ACCORDANCE WITH ASC 842, THE INSTITUTE RECOGNIZES A RIGHT-OF-USE ASSET AND LEASE LIABILITY IN THE BALANCE SHEET RELATED TO THE OPERATING LEASE.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ZIA AGHA
CMO & EVP CLINICAL RESEARCH	$625,823	$0	$175,077	$0	$24,548	$0	$69,750	$0	$63,797	$0	$958,995	$0	$0	$0
SHELLEY M LYFORD
DIRECTOR, CHAIR & CEO	$644,973	$0	$193,000	$0	$23,540	$0	$76,500	$0	$9,094	$0	$947,107	$0	$0	$0
TIMOTHY LASH
PRESIDENT	$554,086	$0	$183,849	$0	$23,540	$0	$74,816	$0	$51,897	$0	$888,188	$0	$0	$0
JONATHAN ZIFFERBLATT
CHIEF STRATEGY OFFICER	$0	$441,338	$0	$125,500	$0	$23,863	$0	$69,750	$0	$47,281	$0	$707,732	$0	$0
SALLY HALLAK
CFO, SECRETARY AND TREASURER	$0	$377,477	$0	$145,066	$0	$23,563	$0	$82,250	$0	$19,038	$0	$647,394	$0	$0
LIANE WARDLOW
SENIOR DIRECTOR, CLINICAL RESEARCH	$226,408	$0	$33,000	$0	$500	$0	$6,300	$0	$29,547	$0	$295,755	$0	$0	$0
AMY STUCK
SR DIR, VALUE-BASED ACUTE CARE	$202,612	$0	$28,636	$0	$1,267	$0	$12,012	$0	$45,533	$0	$290,060	$0	$0	$0
CHRISTOPHER CROWLEY
DIR, STRAT & SR HEALTH SYS ENGINEER	$230,530	$0	$18,842	$0	$2,774	$0	$12,529	$0	$23,516	$0	$288,191	$0	$0	$0
ADRIAN KWONG
PRINCIPAL DATA SECURITY ARCHITECT	$214,423	$0	$17,664	$0	$461	$0	$10,859	$0	$22,503	$0	$265,910	$0	$0	$0
HAW-MINN LU
PRINCIPAL DATA SCIENTIST	$193,659	$0	$9,877	$0	$1,196	$0	$10,574	$0	$38,976	$0	$254,282	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	THE USE OF BUSINESS CLASS MAY BE AUTHORIZED UNDER THE CIRCUMSTANCES LISTED BELOW: (1) INTERNATIONAL TRAVEL; (2) BUSINESS OR FIRST CLASS IS THE ONLY SERVICE OFFERED BETWEEN TWO POINTS; (3) COACH CLASS WOULD BE MORE EXPENSIVE OR TIME CONSUMING, E.G., WHEN, BECAUSE OF SCHEDULING DIFFICULTIES, TRAVELING BY COACH WOULD REQUIRE AN UNNECESSARY HOTEL EXPENSE, CIRCUITOUS ROUTING (2 OR MORE LAYOVERS), OR AN UNDULY LONG LAYOVER WHEN MAKING CONNECTIONS; (4) AN ITINERARY INVOLVES OVERNIGHT TRAVEL WITHOUT THE OPPORTUNITY FOR NORMAL REST BEFORE THE COMMENCEMENT OF WORKING HOURS; OR (5) THE USE OF BUSINESS CLASS IS NECESSARY TO REASONABLY ACCOMMODATE A DISABILITY OR MEDICAL NEED OF A TRAVELER.
PART I, LINE 4B	EACH OF THE FOLLOWING INDIVIDUALS TIMOTHY LASH, ZIA AGHA AND SHELLEY M. LYFORD (LISTED ON SCHEDULE J) PARTICIPATED IN THE 457(B) NONQUALIFIED DEFINED CONTRIBUTION PLAN OFFERED BY WEST HEALTH INSTITUTE. GARY AND MARY WEST HEALTH INSTITUTE MAKES AN ANNUAL CASH CONTRIBUTION FOR EACH EMPLOYEE IN AN AMOUNT EQUAL TO THE APPLICABLE DOLLAR AMOUNT IN EFFECT FOR THAT YEAR. FOR 2024 THIS AMOUNT WAS $23,000. CONTRIBUTIONS WERE MADE FOR TIMOTHY LASH, ZIA AGHA AND SHELLEY LYFORD. JONATHAN ZIFFERBLATT AND SALLY HALLAK (ALSO LISTED ON SCHEDULE J) PARTICIPATED IN THE 409A NONQUALIFIED DEFINED CONTRIBUTION PLAN OFFERED BY THE GARY AND MARY WEST MANAGEMENT COMPANY, INC., A RELATED ORGANIZATION. FOR 2024 THIS AMOUNT WAS $23,000. CONTRIBUTIONS WERE MADE FOR JONATHAN ZIFFERBLATT AND SALLY HALLAK.
PART I, LINE 7	EACH OF THE MANAGERS IS ELIGIBLE FOR AN ANNUAL DISCRETIONARY BONUS, SUBJECT TO COMPENSATION COMMITTEE REVIEW AND APPROVAL. THIS IS BASED ON INDIVIDUAL PERFORMANCE AND LIMITED TO A MAXIMUM PERCENTAGE OF BASE COMPENSATION.
NONQUALIFIED DEFERRED COMPENSATION INCENTIVE PLAN:	DURING THE YEAR ENDED DECEMBER 31, 2024, WEST HEALTH INSTITUTE AND A RELATED ORGANIZATION, GARY AND MARY WEST MANAGEMENT COMPANY, INC. CREATED A NONQUALIFIED DEFERRED COMPENSATION INCENTIVE ("NQDC") PLAN FOR CERTAIN ELIGIBLE EMPLOYEES. CONTRIBUTIONS TO THE NQDC PLAN VEST OVER A THREE-YEAR SERVICE PERIOD. CONTRIBUTIONS ARE MADE ANNUALLY TO THE NQDC PLAN, AND CHANGES IN THE VALUE OF FUNDS HELD IN THE NQDC PLAN ARE SUBJECT TO MARKET CONDITIONS. WEST HEALTH INSTITUTE CONTRIBUTED TO THE NQDC PLAN DURING 2024. THE FOLLOWING INDIVIDUALS (LISTED ON SCHEDULE J) RECEIVED THESE CONTRIBUTIONS: $65,000 FOR SHELLEY LYFORD, $65,000 FOR TIMOTHY LASH AND $52,500 FOR ZIA AGHA. AS OF DECEMBER 31, 2024, THE FUNDS IN THE PLAN DECREASED IN VALUE BY $5,380. GARY AND MARY WEST MANAGEMENT COMPANY, INC. (A RELATED ORGANIZATION) ALSO CONTRIBUTED TO THE NQDC PLAN IN 2024. THE FOLLOWING INDIVIDUALS (LISTED ON SCHEDULE J) RECEIVED THESE CONTRIBUTIONS: $65,000 FOR SALLY HALLAK AND $52,500 FOR JONATHAN ZIFFERBLATT. AS OF DECEMBER 31, 2024, THE FUNDS IN THE PLAN DECREASED IN VALUE BY $4,652.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE PART V DISCLOSURE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART IV	FormAndLineReferenceDesc
Explanation	BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: GARY WEST, A DIRECTOR OF THE WEST HEALTH INSTITUTE, IS A MEMBER OF 99 TEN BUSINESS SOLUTIONS, LLC. GARY WEST IS TREATED AS AN INTERESTED PERSON FOR PURPOSES OF SCHEDULE L, PART IV. ADDRESSING BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS. THERE WERE BUSINESS TRANSACTIONS BETWEEN THE INSTITUTE AND 99 TEN BUSINESS SOLUTIONS, LLC DURING 2024. TOTAL TRANSACTION AMOUNT IS $282,000 FOR IT CONSULTING SERVICES. THE AMOUNT PAID WAS LESS THAN THE COMMERCIAL MARKET CHARGES FOR SUCH SERVICES.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A:	OVER THE COURSE OF 2024, THE GARY AND MARY WEST INSTITUTE (REFERRED TO BELOW VARIOUSLY AS WHI, WEST HEALTH INSTITUTE, OR INSTITUTE) CONTINUED TO ACTIVELY CONDUCT APPLIED MEDICAL RESEARCH, IN CONJUNCTION WITH THE HOSPITALS AND HEALTH SYSTEMS LISTED ON SCHEDULE A, WITH THE OBJECTIVE OF CONTRIBUTING TO THE BODY OF CLINICAL, SCIENTIFIC, AND HEALTH KNOWLEDGE THAT CAN ULTIMATELY BENEFIT OLDER ADULTS IN AMERICA. OUR RESEARCH METHODOLOGIES ENCOMPASS A VARIETY OF REAL-WORLD DATA COLLECTION AND ANALYSIS TECHNIQUES, AND IN MANY CASES, WE IMPLEMENT PROGRAMS AND STRUCTURES (E.G., STANDARDIZED CARE MODELS, DATA DASHBOARDS, ETC.) THAT ALLOW US TO COLLECT SYSTEMATIZED RESEARCH INFORMATION WHERE LITTLE PREVIOUSLY EXISTED. THESE MEDICAL RESEARCH EFFORTS DIRECTLY SUPPORTED WHI'S MISSION OF LOWERING THE COST OF HEALTHCARE AND ENABLING SENIORS TO SUCCESSFULLY AGE IN PLACE WITH ACCESS TO HIGH-QUALITY, AFFORDABLE HEALTH AND SUPPORT SERVICES THAT PRESERVE AND PROTECT THEIR DIGNITY, QUALITY OF LIFE AND INDEPENDENCE. OUR MAJOR WORKSTREAMS FOR 2024 BROADLY FIT INTO THE AREAS OF (SENIOR APPROPRIATE) ACUTE CARE RESEARCH, VALUE-BASED CARE RESEARCH, AND CHRONIC CARE RESEARCH ARE DESCRIBED BELOW. SENIOR-APPROPRIATE ACUTE CARE RESEARCH IN 2024, THE INSTITUTE CONTINUED TO EXPAND ITS RESEARCH PORTFOLIO AND GROW THE BODY OF EVIDENCE FOR NEW STRATEGIES IN ACUTE CARE. UNPLANNED (ACUTE) NEEDS REMAIN THE PRIMARY DRIVER OF COSTS FOR THE NATION'S VULNERABLE OLDER ADULTS, AS WELL AS LEADING TO LASTING DETRIMENTAL EFFECTS (E.G., POST-VISIT DEBILITATION AND FUNCTIONAL DECLINE). SUCCESS IN THIS AREA IS ESSENTIAL TO ACHIEVING BETTER, MORE AFFORDABLE OUTCOMES FOR OLDER ADULTS. ACUTE CARE RESEARCH AREA: GERIATRIC EMERGENCY DEPARTMENTS (GEDS) GERIATRIC EMERGENCY DEPARTMENTS REMAIN A FOUNDATIONAL COMPONENT OF OUR MEDICAL RESEARCH. OUR EFFORTS IN THIS AREA INCLUDE CHARACTERIZING THE DECISIONS AND PROCESSES AROUND HOW NEW HOSPITALS BECOME ACCREDITED (WITH THE INTENTION OF ENABLING FURTHER SPREAD OF THIS MODEL), RESEARCH AROUND HOW ACCREDITED GEDS CAN ADD FUNCTIONS, TOOLS AND PROCESSES TO FURTHER AUGMENT THEIR SUPPORT FOR OLDER ADULTS, AND MEASURING THE IMPACT OF GEDS BOTH LOCALLY AND AT SCALE. GROWTH OF THE GED NETWORK RESEARCH AND IMPLEMENTATIONS - IMPLEMENTATION RESEARCH COLLABORATION #1 [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: UC SAN DIEGO HEALTH, ALONG WITH 26 HOSPITAL PARTNERS IN CALIFORNIA] IN 2024, WHI CHARACTERIZED AND ADVANCED TRAINING CONDUCTED BY UC SAN DIEGO HEALTH WHICH DIRECTLY ENABLED HOSPITALS TO APPLY FOR GED ACCREDITATION AND INCLUDED INDIVIDUALIZED COACHING TO HOSPITALS INTERESTED IN IMPLEMENTING THE GED MODEL. AT THE CLOSURE OF THIS PARTNERSHIP, CALIFORNIA LED THE NATION IN GED ACCREDITATIONS WITH 93 GEDS. THE INSTITUTE ALSO CO-AUTHORED AND DISSEMINATED A CASE STUDY WITH UCSD'S SENIOR EMERGENCY CARE UNIT TO SHARE THE CLINICAL AND FINANCIAL IMPACT OF THE GERIATRIC EMERGENCY NURSE INITIATIVE EXPERT, WHO FOCUSES ON REDUCING HOSPITAL ADMISSIONS FOR OLDER ADULTS WITH COMPLEX, LOW-ACUITY CONDITIONS. - IMPLEMENTATION RESEARCH COLLABORATION #2 [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: KAISER PERMANENTE SOUTHERN CALIFORNIA INCLUDING 9 HOSPITAL FACILITIES]: SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP (SCPMG) IS A LEADING DRIVER IN CLINICAL CARE FOR OVER 4 MILLION MEMBERS, AND WITH AN AGING POPULATION SCPMG RECOGNIZED THE NEED TO PROVIDE GERIATRIC SPECIFIC EMERGENCY CARE TO ITS REGIONAL MEMBERS. IN PARTNERSHIP WITH WHI, AS PART OF A 2024 HEALTH QUALITY IMPROVEMENT RESEARCH INITIATIVE, 9 HOSPITALS PURSUED GED ACCREDITATION. TO MAGNIFY THE IMPACT OF THIS COLLABORATION BEYOND SOUTHERN CALIFORNIA, SCPMG PRESENTED THIS INITIATIVE TO LEADERS AT A FALL-PREVENTION SYMPOSIUM, REPRESENTING ALL SEVEN (7) KAISER PERMANENTE REGIONS ACROSS THE COUNTRY. - IMPLEMENTATION RESEARCH COLLABORATION #3 [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: 8 HOSPITAL FACILITIES IN PARTNERSHIP WITH THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA] IN A SIMILAR MANNER AS THE RESEARCH PARTNERSHIPS WITH UC SAN DIEGO HEALTH AND KAISER (ABOVE), WHI CONTINUED THEIR PARTNERSHIP WITH THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA (HASC) TO ENABLE SPREAD AND ADOPTION OF THE GED MODEL WITH 8 HOSPITALS RECEIVING ACCREDITATION IN 2024. GED PROGRAM DEVELOPMENT AND EVALUATION [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: CLEVELAND CLINIC] IN 2024, THE INSTITUTE'S COLLABORATION WITH CLEVELAND CLINIC CULMINATED IN A STUDY OF THE USE OF TECHNOLOGY TO REDUCE CLINICAL VARIATION IN SCREENING AT TRIAGE AND TO IMPROVE CLINICAL CARE. SPECIFICALLY, THE STUDY DESCRIBED A NOVEL RISK STRATIFICATION TOOL AND HOW IT DROVE AN INCREASED NUMBER OF DELIRIUM SCREENINGS FOR HIGH-RISK OLDER ADULTS AT TRIAGE. RESULTS SHOWED THAT THE NEW RISK-STRATIFIED APPROACH INCREASED IDENTIFICATION OF AT-RISK PATIENTS, SCREENING COMPLETION, AND DETECTION OF PATIENTS WITH SUBTLE DELIRIUM PRESENTATION WITHOUT SIGNIFICANTLY INCREASING ED VISIT LENGTH OR NURSING BURDEN. THIS WORK RESULTED IN A CO-AUTHORED MANUSCRIPT AND WAS PRESENTED AT TWO NATIONAL CONFERENCES. DEMONSTRATE GED IMPACT VIA A GED DASHBOARD [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: MULTIPLE (30+) HOSPITAL EMERGENCY DEPARTMENTS NATIONWIDE] IN PARTNERSHIP WITH THE AMERICAN COLLEGE OF EMERGENCY PHYSICIANS WHI LAUNCHED THE CLOUD-BASED GERIATRIC EMERGENCY DEPARTMENT (GED) DASHBOARD, A MECHANISM MADE DIRECTLY AVAILABLE TO HOSPITALS AND HEALTH SYSTEMS FOR INDIVIDUAL ED SITES TO TRACK QUALITY IMPROVEMENT THROUGH AGGREGATE LEVEL DATA. TWENTY SIX ACCREDITED EDS ENROLLED AND SIXTEEN WERE ACTIVELY SUBMITTING DATA BY YEAR END, 2024. BUILDING CASE FOR SUSTAINABILITY GERIATRIC EMERGENCY CARE [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: CLEVELAND CLINIC] IN 2024, WEST HEALTH INSTITUTE EXTENDED ITS PARTNERSHIP WITH CLEVELAND CLINIC (CC) TO STUDY THE PROCESS AND PROTOCOLS OF THE VARIOUS CLEVELAND CLINIC GED SITES TO BETTER UNDERSTAND HIGH-RISK GERIATRIC PATIENT OUTCOMES AND UNDERSTAND THE RETURN ON INVESTMENT (ROI). IN SPECIFIC SUPPORT OF RESEARCH INTO THE ROI, OUR 2024 PARTNERSHIP INCLUDED ENROLLING THE CC GED TEAM AS WELL AS MEDICAL AND ADMINISTRATIVE LEADERS FROM THE CC ACCOUNTABLE CARE ORGANIZATION (ACO) IN A VALUE-BASED CARE LEARNING NETWORK SPONSORED BY WEST HEALTH. THE SPECIFIC FINDINGS OF THIS COLLABORATIVE EFFORT WERE PRESENTED BY DR. STEPHEN MELDON AT THE 2024 MEETING OF THE AMERICAN COLLEGE OF EMERGENCY PHYSICIANS (ACEP) IN A PRESENTATION ENTITLED "THE IMPACT OF GERIATRIC CONSULTATION ON ADMISSION RATES OF OLDER ACO PATIENTS FROM THE EMERGENCY DEPARTMENT: IMPLICATIONS FOR ACO COST SAVINGS." IMPROVING STANDARDS OF GERIATRIC CARE THROUGH OUTREACH, EDUCATION, AND STANDARDIZATION [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: UNIVERSITY OF NORTH CAROLINA HEALTH] WEST HEALTH INSTITUTE HAS COLLABORATED WITH THE GERIATRIC EMERGENCY DEPARTMENT COLLABORATIVE (GEDC) AT THE UNIVERSITY OF NORTH CAROLINA HEALTH SYSTEM FOR OVER THREE YEARS. IN 2024, THE PARTNERSHIP FOCUSED ON BROADENING DISSEMINATION OF IMPLEMENTATION RESEARCH AND STRATEGIES FOR INCREASED STANDARDS OF GERIATRIC EMERGENCY CARE. GEDC AND WHI HOSTED ROUNDTABLE DISCUSSIONS ON BOARDING IN THE EMERGENCY DEPARTMENT, VALUE BASED CARE AND THE GED, AND THE CMS AGE-FRIENDLY MEASURE, IMPLEMENTING THE ELDER MISTREATMENT ED TOOLKIT, RESEARCH AND THE GED, AND ADDRESSING GOALS OF CARE IN THE ED. OUR PARTNERSHIP ALSO BEGAN WORKING TO STANDARDIZE CARE RECEIVED IN GEDS AND SOLVE WORKFORCE GAPS THROUGH THE HARDWIRING OF THE GED NURSE ROLE. GEDC IS ALSO FILLING A GAP IDENTIFIED THROUGH STAKEHOLDER INTERVIEWS BY FACILITATING PEER LEARNING AMONG NURSES TO SHARE BEST PRACTICES, STREAMLINE FRONTLINE PROCESSES, AND MAXIMIZE PATIENT OUTCOMES. IN PARTNERSHIP WITH THE INSTITUTE, GEDC ALSO LAUNCHED WORK EXPLORING THE NEEDS OF RURAL EDS AND HOW THE COLLABORATIVE CAN BEST SUPPORT CARE DELIVERY IN RURAL SETTINGS. AT THE 2024 NATIONAL RURAL HEALTH ASSOCIATION CONFERENCE, THE GEDC HOSTED A LISTENING SESSION TO CAPTURE RECOMMENDATIONS AND SUCCESS STORIES TO INFORM FUTURE WORK IN THE RURAL SPACE. THIS LEARNING SESSION WILL ALSO FORM THE BASIS FOR STAKEHOLDER SURVEYS TO BE CONDUCTED IN 2025.
FORM 990, PART III, LINE 4A	SHARING BEST PRACTICES IN HOSPITAL-WIDE GERIATRIC CARE [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: UNIVERSITY OF ALABAMA HEALTH] IN 2024, THE INSTITUTE COLLABORATED WITH THE UNIVERSITY OF ALABAMA AT BIRMINGHAM (UAB) HEALTH SYSTEM TO REVIEW AND DRIVE INSIGHTS FROM THEIR TWO DECADES ON SYSTEMWIDE INVESTMENT IN GERIATRIC CARE. THE COLLABORATION INCLUDED LISTENING SESSIONS WITH EXECUTIVES, A SITE VISIT, ROUNDTABLE DISCUSSIONS FOCUSED ON BEST PRACTICES FOR SUCCESSFUL AND SUSTAINED IMPLEMENTATION, AS WELL AS AN ON-SITE WORKSHOP TO SUPPORT ONGOING IMPLEMENTATION AND RESEARCH PLANNING. THE PARTNERSHIP CULMINATED IN FOUR CO-AUTHORED CASE STUDIES HIGHLIGHTING INNOVATIVE PROGRAMS INCLUDING THE GERIATRIC SCHOLARS PROGRAM, THE ACUTE CARE FOR ELDERS (ACE) UNIT, AND EXPANSION OF A MOBILITY AND DELIRIUM PREVENTION PROGRAM TO NON-GERIATRICS UNITS. AN ADDITIONAL CASE STUDY WAS CREATED TO SUPPORT SITES IN MEETING THE NEW CMS AGE-FRIENDLY MEASURES. THESE CASE STUDIES WILL BE DISSEMINATED AND SERVE AS RESOURCES FOR HOSPITALS WORKING TO IMPLEMENT GERIATRIC CARE IMPROVEMENT PROGRAMS. ACUTE CARE RESEARCH AREA: INPATIENT CARE TRANSFORMATION FOR HIGHER RELIABILITY CARE (FOR OLDER ADULTS AND BEYOND) DESPITE ONGOING WORKFORCE CHALLENGES IN THE HEALTHCARE SECTOR, THE ADVANCE OF TECHNOLOGY IS OPENING THE DOOR FOR CARE THAT IS BETTER TAILORED TO THE NEEDS OF SPECIFIC PATIENT POPULATIONS. ADVANCES SUCH AS ARTIFICIAL INTELLIGENCE AND RESPONSIVE ELECTRONIC HEALTH RECORDS ARE AFFORDING HEALTH SYSTEMS THE OPPORTUNITY TO OFFER MORE HIGHLY RELIABLE, CONSISTENT, AND CUSTOMIZED CARE TO THE NEEDS OF THE INDIVIDUAL. HOWEVER, IN ORDER TO REALIZE THESE POTENTIAL BENEFITS, IT IS ESSENTIAL TO HAVE A FOUNDATION OF RESEARCH AROUND QUALITY IMPROVEMENT AND TRANSFORMATION OF CULTURE, WORKFLOWS, AND OTHER SYSTEMIC ISSUES. HOSPITAL-WIDE PROCESS AND CULTURE CHANGE FOR BETTER SENIOR CARE [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: SHARP HEALTHCARE] IN 2024, WHI CONTINUED TO COLLABORATE ON CARE TRANSFORMATION AND QUALITY IMPROVEMENT RESEARCH WITH SHARP'S "GENERATIONAL HEALTH" PROGRAM, WHICH OPTIMIZES INPATIENT CARE PROCESSES FOR OLDER ADULTS. A CLINICAL CASE STUDY WITH THE INSTITUTE HIGHLIGHTED THE BENEFITS OF PROACTIVE, SYSTEMWIDE GERIATRIC CARE OVER REACTIVE MODELS AND WAS SHOWCASED AT THE IHI FORUM. DISSEMINATION GAINED TRACTION WITH TWO PEER-REVIEWED PUBLICATIONS, FURTHER ESTABLISHING THE PROGRAM'S CREDIBILITY THROUGH RIGOROUS RESEARCH OUTPUTS. SYSTEM-WIDE SCALE AND SPREAD OF REPLICABLE, CUSTOMIZED CARE PATHS AND PROCESSES FOR OLDER ADULTS [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: MASS GENERAL BRIGHAM HEALTH SYSTEM] RECOGNIZING AN URGENT NEED TO OPERATIONALIZE EVIDENCE-BASED APPROACHES FOR BETTER AND SAFER CARE FOR OLDER ADULT PATIENTS, THE WEST HEALTH INSTITUTE PARTNERED IN 2024 WITH MASS GENERAL BRIGHAM (MGB) HEALTH SYSTEM TO LAUNCH A MULTI-YEAR INITIATIVE. THIS INITIATIVE THE WEST HEALTH ACCELERATOR AT MASS GENERAL BRIGHAM IS DESIGNED TO SCALE AND EVALUATE A SYSTEMWIDE MODEL OF CARE THROUGH A COMBINATION OF HUMAN-CENTERED DESIGN, PROCESS EVALUATION, IMPLEMENTATION SCIENCE, AND OUTCOMES RESEARCH. IT IS ALSO CHARACTERIZED BY ONGOING EVALUATION AT EACH STEP OF THE WAY TO FACILITATE IMPROVEMENTS IN REAL-TIME. THIS SYSTEMWIDE INITIATIVE IS GROUNDED IN EARLIER RESEARCH ON A CLINICAL MODEL DEVELOPED AT MGB. THIS FOUNDATIONAL MODEL IS BEING MODIFIED THROUGH THE USE OF A HUMAN-CENTERED DESIGN APPROACH, WHICH BEGAN IN LATE 2024. THIS WORK WILL BE EXPANDED IN 2025 TO INCLUDE ADDITIONAL UNITS IN ALL 9 HOSPITALS TO MAXIMIZE APPROPRIATENESS AND FEASIBILITY OF IMPLEMENTATION AND WILL INCORPORATE IMPLEMENTATION RESEARCH. ALSO, LAYING THE FOUNDATION FOR COLLABORATIVE RESEARCH, WHI AND MGB JOINTLY IDENTIFIED KEY METRICS AND RESEARCH OUTCOMES IN ALIGNMENT WITH SYSTEMWIDE PRIORITIES AND THE INITIATIVE'S PURPOSE. AVAILABILITY OF COMPREHENSIVE BASELINE DATA WAS ASSESSED THROUGHOUT THE MGB SYSTEM. A FIRST COHORT OF CLINICAL CHAMPIONS COMPLETED 6-MONTH LONG QI PROJECTS AS A PART OF THEIR YEAR-LONG PROFESSIONAL TRAINING. FINDINGS WERE DISSEMINATED BROADLY AND WILL BE USED TO INFORM AND EXPAND SUCCESSFUL QI WITHIN THE HOSPITALS. THROUGH QUALITATIVE SURVEYS, THE CHAMPIONS' FEEDBACK WAS COLLECTED AND USED TO REVISE THE EXISTING CURRICULUM FOR A SECOND COHORT IN 2025. THE CURRICULUM WAS ALSO EXPANDED TO INCLUDE NURSES, ALLIED HEALTH PROFESSIONALS, AND PHYSICIANS, IN ADDITION TO CHANGE MANAGEMENT CONTENT. TRAINED CHAMPIONS WILL GO ON TO LEAD AND SUSTAIN THIS WORK AT EACH HOSPITAL SITE AND TRACK KEY PERFORMANCE INDICATORS TO STUDY AND COLLATE LEARNINGS FOR REPORTING, DISSEMINATION, AND FUTURE SPREAD AND SCALE. VALUE BASED CARE RESEARCH CONVENING A LEARNING AND ACTION NETWORK TO ENABLE ALIGNED PARTNERSHIPS BETWEEN GEDS AND VALUE-BASED CARE ORGANIZATIONS (VBCO) [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: UNC HEALTH AND UNC SENIOR ALLIANCE, CLEVELAND CLINIC AND THE CLEVELAND CLINIC ACCOUNTABLE CARE ORGANIZATION (ACO), AND CARE NEW ENGLAND HEALTH SYSTEM KENT HOSPITAL GED, AND INTEGRA COMMUNITY CARE NETWORK ACO] BECAUSE MANY ORGANIZATIONS PARTICIPATE IN VALUE-BASED PAYMENT MODELS OFFERED BY GOVERNMENT AND COMMERCIAL PAYORS, THEY HAVE SIGNIFICANT INCENTIVES TO REDUCE AVOIDABLE HOSPITAL ADMISSIONS. INITIAL RESEARCH CONDUCTED IN 2023 IDENTIFIED A WIDESPREAD LACK OF AWARENESS REGARDING MUTUAL INTERESTS BETWEEN GEDS AND VBCOS AND LIMITED UNDERSTANDING OF RIGOROUS CARE REDESIGN PROCESSES ESSENTIAL TO REALIZE PARTNERSHIP BENEFITS. CONSEQUENTLY, A STRUCTURED PLAN WAS IMPLEMENTED TO ENHANCE CARE QUALITY AND REDUCE COSTS FOR OLDER ADULTS THROUGH STRATEGIC VCBO/GED PARTNERSHIPS. IN 2024, WE COMPLETED A SUCCESSFUL RESEARCH COLLABORATION INVOLVING THREE HEALTH SYSTEM GEDS: UNC HEALTH AND UNC SENIOR ALLIANCE, CLEVELAND CLINIC AND THE CLEVELAND CLINIC ACCOUNTABLE CARE ORGANIZATION (ACO), AND CARE NEW ENGLAND HEALTH SYSTEM KENT HOSPITAL GED, AND INTEGRA COMMUNITY CARE NETWORK ACO. THIS COLLABORATION BUILT EFFECTIVE PARTNERSHIPS WITH VBCOS, SPECIFICALLY ACOS AND CLINICALLY INTEGRATED NETWORKS THAT PROVIDE CARE TO OLDER ADULTS IN GEDS. CONTINUOUS COMMUNICATION AND QUALITY IMPROVEMENT ACTIVITIES HAVE BEEN INTEGRAL TO THIS ONGOING INITIATIVE, SUPPORTED BY THE DEVELOPMENT AND DEPLOYMENT OF THE TWO INSTITUTE TOOLKITS AS USEFUL GUIDES TO FOSTER SPREAD AND SCALE OF THESE TYPES OF PARTNERSHIPS. FROM SEPTEMBER 30, 2023, TO SEPTEMBER 30, 2024, THE ABOVE PARTNERSHIPS SUCCESSFULLY AVERTED 508 HOSPITAL ADMISSIONS, RESULTING IN ESTIMATED GROSS SAVINGS OF $6,440,348.00 TO $7,274,810.00. STRATEGIES TESTED BY THESE HEALTH SYSTEMS INCLUDED THE FOLLOWING: - CLEVELAND CLINIC GED & ACO: LEVERAGED A ROBUST GERIATRIC ED CONSULT PROGRAM AND A GERIATRIC CARE OBSERVATION UNIT, AVERTING 199 ADMISSIONS. INTRODUCTION OF A NEW ED-BASED "HOMECARE+" PROGRAM AS A NEW DISPOSITION OPTION TO AVOID UNNECESSARY ADMISSIONS AND ALLOW PATIENTS TO RECEIVE THE CARE AND SERVICES THEY NEEDED AT HOME. - CARE NEW ENGLAND & INTEGRA COMMUNITY CARE NETWORK GED & ACO: UTILIZED THE ESTABLISHED "INTEGRA@HOME" PROGRAM AND INCORPORATED NEW STRATEGIES INCLUDING A HOSPITAL-AT-HOME PROGRAM AND EMBEDDING AN INTEGRA NURSE IN THE GED, ACHIEVING 162 AVERTED ADMISSIONS. THE PROGRAM CONTINUES TO PROVIDE COMPREHENSIVE HOME-BASED CARE INCLUDING PARAMEDIC VISITS, CLINICAL PROVIDER CONSULTATIONS, HOME-BASED DIAGNOSTIC TESTS, AND EXTENSIVE FOLLOW-UP CARE. - UNC HEALTH ALLIANCE & UNC HILLSBOROUGH HOSPITAL GED: INITIATED AN INNOVATIVE APPROACH TO CARE DISPOSITION, SECURING SPECIALTY CLINIC APPOINTMENTS SAME/NEXT DAY OR WITHIN 72 HOURS POST-ED VISIT. DEVELOPING STREAMLINED CARE PATHS USING TECHNOLOGY ENABLED 146 AVERTED ADMISSIONS DURING THE STUDY PERIOD. COLLECTIVELY, THESE PARTNERSHIPS ALLOWED NUMEROUS OLDER ADULTS TO RECEIVE CARE MORE ALIGNED WITH THEIR CARE GOALS, SAFELY REMAIN AT HOME, AND AVOID POTENTIAL COMPLICATIONS FROM HOSPITAL ADMISSIONS. DEVELOPING EVIDENCE TO SUPPORT SUCCESS IN VALUE BASED CARE (VBC): AN IN-DEPTH UNDERSTANDING OF THE PROVIDER-SIDE INTERPRETATION AND IMPLEMENTATION OF VARIOUS PROVISIONS OF VBC CONTRACTS. [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: CLEVELAND CLINIC] IN 2024, THE INSTITUTE DEVELOPED SPECIFIC NARRATIVES UPON PRIOR WORK WITH THE UNITYPOINT HEALTH SYSTEM ACO CONCERNING THE ADOPTION OF POST-DISCHARGE HOME VISIT WAIVERS AS PROVISIONS THAT COULD IN PRINCIPLE SUPPORT DEVELOPMENT OF ALTERNATIVES TO THE REVOLVING DOOR OF INPATIENT CARE OFTEN EXPERIENCED BY SENIORS. WE ENGAGED IN RESEARCH WITH CLEVELAND CLINIC AND FOUND A SIMILAR (TO UNITYPOINT) REFERRAL BOTTLENECK PERTAINING TO THE 3-DAY WAIVER ALLOWING SKILLED NURSING FACILITY (SNF) TO BE ORDERED WITHOUT REQUIRING PRIOR HOSPITALIZATION. GUIDED BY THESE FINDINGS, THE INSTITUTE BEGAN A TARGETED RESEARCH EFFORT INTO LEARNING SYSTEMS AND DIFFUSION, FOCUSED SPECIFICALLY ON VBC.
FORM 990, PART III, LINE 4A	FURTHERING THE INSTITUTE'S COMMITMENT TO BRIDGING THE DIVIDE BETWEEN POLICY AND PROVIDERS, WE PROACTIVELY BEGAN TRANSLATING OUR FINDINGS TO FOSTER EFFECTIVE LEARNING SYSTEMS AND DIFFUSION PRACTICES. THE INSTITUTE PARTICIPATED ACTIVELY IN COLLABORATION WITH THE DUKE MARGOLIS INSTITUTE (DMI) FOR HEALTH POLICY AND IN THE CONVENING TITLED "LEVERAGING LEARNING SYSTEMS TO ACCELERATE ASSESSMENT AND ADOPTION OF EFFECTIVE VALUE-BASED CARE" IN MAY 2024. FOLLOWING THIS EVENT, WE INITIATED AN EXPANDED COLLABORATION WITH DMI AIMED AT CREATING A STRATEGIC PORTFOLIO AND SPECIFIC AREAS OF FOCUS TO ACCELERATE SUSTAINABLE ADOPTION AND IMPLEMENTATION OF VBC STRATEGIES. NATIONAL CLAIMS DATA ANALYSIS IN SUPPORT OF CARE REDESIGN DIRECTED TOWARD VALUE-BASED ACUTE CARE AT HOME IN SUPPORT OF DEVELOPING EVIDENCE-BASED MODELS FOR VBC ACUTE CARE AT HOME AND IN THE ED, IN 2024 WHI ENGAGED MORE EXTENSIVELY IN AN ANALYSIS CHARACTERIZING STRATEGIES BY WHICH HEALTH SYSTEMS ACROSS THE COUNTRY UNDERTAKE DECISIONS REGARDING WHICH PATIENTS SHOULD RECEIVE PALLIATIVE CARE RESOURCES. CANDIDATES FOR PALLIATIVE CARE ARE AMONG THE MOST VULNERABLE PATIENTS SERVED BY OUR CARE DELIVERY SYSTEM, AND OPTIMALLY ALLOCATING RESOURCES IS CRITICAL TO ENSURING THAT ALL PATIENT CARE NEEDS ARE MET IN A COST-EFFECTIVE MANNER, IDEALLY ONE THAT DOES NOT INVOLVE TREATING PALLIATIVE CARE NEEDS THROUGH A REVOLVING DOOR OF ED AND INPATIENT HOSPITAL VISITS. USING A RETROSPECTIVE OBSERVATIONAL STUDY OF MEDICARE CLAIMS DATA AT A NATIONAL LEVEL, WEST HEALTH RESEARCHERS INVESTIGATED THESE ISSUES, PUBLISHING THEIR FINDINGS IN A MANUSCRIPT "TARGETING COMMUNITY-BASED PALLIATIVE AND SERIOUS ILLNESS CARE RESOURCES: CHALLENGES OF MORE STRINGENT DIAGNOSTIC CRITERIA FOR PROSPECTIVE ENROLLMENT," PUBLISHED IN MAY, 2024 IN THE JOURNAL OF PALLIATIVE MEDICINE. SENIOR-APPROPRIATE CHRONIC CARE RESEARCH SYSTEMATICALLY ADDRESSING THE ONGOING COMPLEX MEDICAL, BEHAVIORAL, AND SOCIAL NEEDS OF OLDER ADULTS IN A COST-EFFECTIVE MANNER WHILE ENSURING THAT WHAT MATTERS MOST TO THEM IS ACCOUNTED FOR REPRESENTS AN IMPORTANT PART OF THE INSTITUTE'S RESEARCH. THESE ACTIVITIES COVER A VARIETY OF AREAS. CHRONIC CARE RESEARCH AREA: EVALUATING OPTIMIZED CARE IN THE PACE SETTING [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNERS: GARY AND MARY WEST PACE] THE INSTITUTE HAS CONTINUED TO CONDUCT RESEARCH AND QUALITY IMPROVEMENT EFFORTS FOCUSED ON ADVANCING THE PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) IS A FEDERAL AND STATE FUNDED AND REGULATED PROGRAM. PACE PROGRAMS ARE REGISTERED AS HEALTH SYSTEMS - THAT PROVIDE WRAP-AROUND MEDICAL AND SOCIAL SERVICES FOR SENIORS WHO WOULD OTHERWISE NEED NURSING HOME LEVEL CARE. THE INSTITUTE HAS ADVANCED AN INNOVATIVE PROGRAM OF APPLIED MEDICAL RESEARCH STUDIES IN PARTNERSHIP WITH PACE (INCLUDING THE GARY AND MARY WEST PACE (GMWP) PROGRAM IN SAN MARCOS, CA ALSO KNOWN AS GARY AND MARY WEST SENIOR SERVICES) TO BETTER UNDERSTAND AND EXPLORE HOW CARE CAN BE INCREASINGLY DELIVERED WITH HIGH EFFICIENCY (INCLUDING COST EFFICIENCY) AND QUALITY. BUILDING SYSTEMS TO GATHER DATA AND TEST HYPOTHESES (POPULATION HEALTH RESEARCH DASHBOARDS) HISTORICALLY, PACE PROGRAMS HAD A DIFFICULT TIME COLLECTING AND USING DATA TO INFORM DECISION-MAKING BOTH ON THE CLINICAL AND OPERATIONAL SIDES, LARGELY DUE TO INFORMATION BEING SILOED IN ONE OF MANY (OFTEN 7-10) DIFFERENT DATABASES. OUR RESEARCH IN 2024 WAS SUCCESSFUL IN BRINGING TOGETHER DATA FROM A VARIETY OF DATABASES INTO ONE ROBUST DATA DASHBOARD, AND ORGANIZING DATA IN MORE USEFUL WAYS, WHICH HAS ALLOWED PACE PROGRAM DECISIONMAKERS AND PROVIDERS TO ACCESS JUST-IN-TIME METRICS IN AN EASY-TO-CONSUME MANNER, ENABLING PACE CLINICAL AND ADMINISTRATIVE STAFF TO BETTER CHARACTERIZE AREAS OF NEED, AND DELIVER TARGETED SERVICES MORE EFFICIENTLY AND EFFECTIVELY. THIS WORK WAS BROADLY SHARED VIA PUBLICATION AND NATIONAL MEETINGS WITH PACE PROGRAMS AT THE NATIONAL LEVEL. QUALITY IMPROVEMENT (QI) RESEARCH DIRECTED TO DISCOVERING AND TESTING NEW INTERVENTIONS FOR REDUCING HIGH-COST LOW-VALUE INSTITUTIONAL-BASED SERVICES IN 2024, THE INSTITUTE STUDIED TRANSITIONS OF CARE, ON-DEMAND HOME VISITS BY BOTH GMWP AND USING AN OUTSIDE VENDOR AFTER HOURS AND WEEKENDS. MUCH OF THE RESEARCH CENTERED ON PROACTIVE PATIENT ENGAGEMENT AND AGILE RESPONSES TO UNPLANNED ACUTE EVENTS. THE SPECIFIC AIM FOR THE 2024 GMWP RESEARCH WAS TO DEPLOY AND MEASURE METHODS DESIGNED TO REDUCE HOSPITALIZATIONS AND ED VISITS, ENABLING PARTICIPANTS TO REMAIN IN THEIR HOMES AND COMMUNITIES, AND TO ADVANCE THE FINANCIAL SUSTAINABILITY OF THE PACE MODEL. THE RESULTS OF THE INSTITUTE'S RESEARCH SHOWED, FOR EXAMPLE, A SUCCESSFUL REDUCTION IN THE SKILLED NURSING HOME LENGTH OF STAY FROM 28 DAYS TO 17 DAYS; AND IN PROVIDING RAPID RESPONSE HOME VISITS TO ADDRESS UNPLANNED NEEDS OF PARTICIPANTS SHOWED AN ESTIMATED ED AVERTED RATE OF OVER 70% FOLLOWING AN ON-DEMAND VISIT. THESE STRATEGIES, WITHIN THE CONTEXT OF A FULLY CAPITATED VALUE-BASED PAYMENT MODEL, PROVIDE EVIDENCE OF QUALITY CARE AND SUSTAINABILITY OF THE MODEL. ASSESSING PACE PROGRAMS' DELIVERY OF BEHAVIORAL HEALTH SERVICES [ADDITIONAL HEALTH SYSTEM/HOSPITAL RESEARCH PARTNER: COLUMBIA (UNIVERSITY) HEALTHCARE] IN 2024, WEST HEALTH INSTITUTE WORKED WITH A RESEARCH TEAM AT COLUMBIA UNIVERSITY HEALTH TO DOCUMENT AND EVALUATE HOW PACE PROGRAMS DELIVER BEHAVIORAL HEALTH (BH) SERVICES, IN PARTICULAR STUDYING A MODEL OF BEHAVIORAL HEALTH INTEGRATION WITHIN PRIMARY CARE THAT COULD, IF DEPLOYED WITHIN PACE PROGRAMS, GREATLY IMPROVE CLINICAL OUTCOMES. WORK IN 2023 REVEALED THAT IN THE ABSENCE OF PACE-SPECIFIC BH DELIVERY GUIDELINES AND GUIDANCE FROM THE FEDERAL OR STATE LEVEL FOR PACE PROGRAMS, BH SERVICE INCLUSION WERE DEVELOPED UNEVENLY ACROSS PACE ORGANIZATIONS. TO HELP ADDRESS THIS NEED FOR GUIDANCE, THE TEAM CREATED MULTIPLE RESOURCES TO SUPPORT PACE ORGANIZATIONS AS THEY DEVELOP THEIR OWN MENTAL HEALTH PROGRAMS. THESE RESOURCES INCLUDE A BEHAVIORAL HEALTH ROADMAP, A BH INTEGRATION FRAMEWORK REPORT, A BH INTEGRATION IMPLEMENTATION GUIDE, AND A RESEARCH PAPER (PUBLISHED IN THE JOURNAL OF THE AMERICAN GERIATRICS SOCIETY). THESE RESOURCES PROVIDE SPECIFIC AND INFORMED TACTICS TO IMPROVE THE DELIVERY OF BEHAVIORAL HEALTH CARE AND INCREASE THE DIRECT CONNECTION BETWEEN BEHAVIORAL HEALTH CARE DELIVERY AND PRIMARY CARE DELIVERY IN PACE ORGANIZATIONS. CHRONIC CARE RESEARCH AREA: INTEGRATED BEHAVIORAL HEALTH THE DEMAND FOR HIGH-QUALITY, EVIDENCE-BASED TREATMENTS FOR COMMON MENTAL HEALTH NEEDS INCLUDING DEPRESSION AND ANXIETY REMAINS A SIGNIFICANT DRIVER OF COST, MORBIDITY, AND POOR QUALITY OF LIFE FOR INDIVIDUALS OF ALL AGES, INCLUDING OLDER ADULTS. PATIENTS WITH COMORBID MEDICAL DIAGNOSES ARE ALSO VULNERABLE TO POOR OUTCOMES AND HIGHER RATES OF DEPRESSION. AN EVIDENCE-BASED SOLUTION TO THESE PROBLEMS LIES IN THE DEPLOYMENT OF INTEGRATED BEHAVIORAL HEALTH MODELS, INCLUDING THE COLLABORATIVE CARE MODEL, THROUGH WHICH PROVIDERS DELIVER MENTAL HEALTH SERVICES VIA PRIMARY CARE CLINICS. INTEGRATED BEHAVIORAL HEALTH ACCELERATOR [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNER: NORTHWESTERN MEDICINE] NORTHWESTERN MEDICINE (NM) HAS RUN AN INTEGRATED BEHAVIORAL HEALTH PROGRAM CALLED THE COLLABORATIVE BEHAVIORAL HEALTH PROGRAM (CBHP) IN A SMALL NUMBER OF PRIMARY CARE CLINICS SINCE 2016. IN 2024, NM BEGAN EXPANDING CBHP TO ALL OF ITS 70+ PRIMARY CARE SITES ACROSS ITS 4 GEOGRAPHIC REGIONS. TO SUPPORT THE EXPANSION OF THIS INTEGRATED MODEL OF CARE, THE WEST HEALTH INSTITUTE ESTABLISHED A FORMAL PARTNERSHIP WITH NORTHWESTERN MEDICINE (NM) AND MEADOWS MENTAL HEALTH POLICY INSTITUTE (MMHPI) TO CREATE THE NORTHWESTERN MEDICINE WEST HEALTH ACCELERATOR ("ACCELERATOR"). THE NORTHWESTERN MEDICINE WEST HEALTH ACCELERATOR IS DEVELOPING A METHODOLOGY AND IMPLEMENTATION PROGRAM TO BUILD SUSTAINABLE, EFFECTIVE PATIENT-CENTERED COLLABORATIVE CARE WITHIN PRIMARY CARE AT SCALE. THE ACCELERATOR IS DESIGNING AND IMPLEMENTING THE MODEL TO SUPPORT A LARGE, GEOGRAPHICALLY DISPERSED, CLINICAL NETWORK WITH DIVERSE HIGH NEED PATIENTS. THE MODEL IS SUPPORTED BY NATIONAL LEADERS IN IMPLEMENTATION SCIENCE AND QUALITY EVALUATION AND WILL GENERATE A BLUEPRINT FOR FUTURE IMPLEMENTATIONS AT SCALE. TO SPEED NATIONAL DISSEMINATION, THE DEVELOPMENT EFFORT INCLUDES A FOCUS ON ROBUST MEASUREMENT AND ASSESSMENT OF RESULTS.
FORM 990, PART III, LINE 4A	TO DO THIS WORK, WHI, NM, AND MMHPI ARE COLLABORATING ACROSS 5 WORK STREAMS (CLINICAL CARE AND OPERATIONS, DATA AND INFORMATICS, FINANCE AND ADMINISTRATION, EVALUATION AND DISSEMINATION, AND WORKFORCE EDUCATION AND TRAINING). EACH OF THESE 5 WORKSTREAMS HAS A UNIQUE PROJECT TEAM, GOALS, AND DELIVERABLES THAT ARE DESIGNED TO TACKLE THE BIGGEST CHALLENGES THAT FACE SYSTEMS WHEN THEY ENDEAVOR TO DELIVER INTEGRATED BEHAVIORAL HEALTH. AT THE HIGHEST LEVEL, THE WORK IS FOCUSED ON OPTIMIZING THE NM PROGRAM SUCH THAT IT BECOMES A NATIONALLY RECOGNIZED LEADER AND EXAMPLE FOR OTHER SYSTEMS AND THEN TAKING THE LEARNINGS AND COLLATERAL FROM THE ENGAGEMENT TO FREELY SHARE WITH OTHERS SO THAT THEY ARE BETTER POSITIONED TO ALSO DELIVER HIGH-QUALITY, EVIDENCE-BASED INTEGRATED BEHAVIORAL HEALTH TO ANYONE WHO NEEDS IT. THE ACCELERATOR WILL BOTH REDUCE THE TIME IT WILL TAKE NM TO OPTIMIZE ITS PROGRAM, BUT ALSO ENABLE NM, WHI, MMHPI, AND OTHER KEY STRATEGIC PARTNERS TO LIFT OTHER PROGRAMS ACROSS MULTIPLE HEALTH SYSTEMS. THROUGH THIS PARTNERSHIP, WHI IS IDENTIFYING SYSTEM-LEVEL OPPORTUNITIES AND CHALLENGES TO SCALING AND SUSTAINING THIS MODEL IN A LARGE HEALTH SYSTEM. LEARNINGS WILL BE DISSEMINATED FREELY AND BROADLY. BEHAVIORAL HEALTH WORKFORCE [HEALTH SYSTEM/HOSPITAL RESEARCH PARTNER: RESIDENTS FROM MULTIPLE HEALTH SYSTEMS NATIONWIDE] TO ADDRESS THE SHORTAGE OF BEHAVIORAL HEALTH SPECIALISTS, WHI HAS PARTNERED WITH THE AMERICAN PSYCHIATRIC ASSOCIATION TO DEVELOP AND DELIVER A 2-DAY IN-PERSON TRAINING PROGRAM ON COLLABORATIVE CARE FOR MEDICAL RESIDENTS IN PSYCHIATRY AND PRIMARY CARE. THIS PROGRAM IS EXPECTED TO REACH HUNDREDS OF RESIDENTS AND WILL BE DELIVERED IN 2025.
FORM 990, PART III, LINE 4B:	AMERICA'S HEALTH CARE COST CRISIS REMAINS A PRESSING ISSUE FOR OLDER ADULTS AND THE NATION AT LARGE. THE US HEALTH SYSTEM CONTINUES TO LEAD THE WORLD IN COST, WHILE CONTINUING TO UNDERPERFORM IN TERMS OF OUTCOMES AND PATIENT SATISFACTION. IN 2024, THE GARY AND MARY WEST HEALTH INSTITUTE (WHI OR INSTITUTE) REMAINED COMMITTED TO PLAYING AN IMPORTANT ROLE IN CONDUCTING APPLIED MEDICAL RESEARCH TO HELP PROVIDE UNBIASED AND RELIABLE DATA AND FINDINGS THAT ENABLE STAKEHOLDERS IN THE US HEALTH SYSTEM TO CHART A COURSE TO HEALTHCARE THAT IS MORE AFFORDABLE AND ULTIMATELY A BETTER VALUE FOR OLDER ADULTS IN AMERICA. THE WEST HEALTH INSTITUTE'S AREAS OF FOCUS IN ADDRESSING THE COST OF HEALTHCARE OVER THE PAST YEAR CONTINUED TO BE CENTERED AROUND CONDUCTING RESEARCH AND SHARING STATISTICS THAT CAN BE USED IN RAISING AWARENESS ABOUT THE SIZE AND URGENCY OF THIS ISSUE, LOWERING PRESCRIPTION DRUG PRICES, AND INCREASING PRICE TRANSPARENCY WITH A GOAL OF HIGHLIGHTING, AND EVENTUALLY ENABLING THE REDUCTION OF, OUT-OF-CONTROL HEALTHCARE SERVICE PRICING. KEY TO THIS WORK WAS OUR CONSTRUCTIVE COLLABORATIONS WITH LIKE-MINDED, HIGHLY RESPECTED ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO THE DUKE-MARGOLIS CENTER FOR HEALTH POLICY, US OF CARE, FAMILIES USA, THE NATIONAL ACADEMY FOR STATE HEALTH POLICY, KENNEDY FORUM, AND THE HEALTHCARE COST INSTITUTE. GENERATE DATA THAT HIGHLIGHTS TO THE NATURE AND MAGNITUDE OF THE HEALTH SPENDING CRISIS TO FOCUS THE ATTENTION OF POLICYMAKERS, ADMINISTRATORS, AND THE GENERAL PUBLIC ON THE HEALTHCARE CRISIS, WHI UNDERTOOK A VARIETY OF KEY PUBLIC AND POLICYMAKER EDUCATION AND AWARENESS STRATEGIES IN 2024. THESE STRATEGIES INCLUDE CONTINUING OUR HIGHLY SUCCESSFUL POLLING ACTIVITIES WITH GALLUP AND OTHERS 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. CONTINUE TO DEVELOP UNDERSTANDING OF HEALTHCARE COST AND AGING ISSUES AT STATE AND NATIONAL LEVELS AND POLICY FIXES WHI CONTINUED TO ADVANCE COLLABORATIONS PRODUCING RESEARCH DESIGNED TO HIGHLIGHT PATHS FORWARD FOR POLICYMAKERS TO CONSIDER HOW TO BEND THE HEALTH COST CURVE. THESE ACTIVITIES INCLUDED: PUBLISHED A WHITE PAPER REVIEWING THE PHARMACY BENEFIT MANAGER (PBM) REFORMS PROPOSED BY THE CURRENT CONGRESS AND RECOMMENDATIONS AND MET WITH SEVERAL PARTNERS AND LAWMAKERS ABOUT THE FINDINGS. LAUNCH OF AN ACADEMY TO ENGAGE TEAMS OF STATE LEADERS FROM SIX STATES TO WORK WITH PEERS AND EXPERTS TO IDENTIFY AND SHARE STRATEGIES AND SOLUTIONS FOR IMPROVEMENT OF AGING POLICY. PARTNERING WITH THE DUKE-MARGOLIS CENTER FOR HEALTH POLICY TO PURSUE ACTIONABLE STRATEGIES TO SPREAD AND SCALE VALUE-BASED CARE ACROSS THE COUNTRY. THIS COLLABORATION IDENTIFIED OPPORTUNITIES TO EXPAND HOME-BASED CARE IN MEDICARE AND VIA CENTERS FOR MEDICARE AND MEDICAID INNOVATION (CMMI) MODELS. COLLABORATION WITH THE HEALTH CARE COST INSTITUTE (HCCI) ON ANALYSES OF COMMERCIAL HEALTH INSURANCE CLAIMS WHICH HIGHLIGHTED HIGH PROVIDER PRICING AND EXPLORATION OF WAYS THAT EMPLOYERS AND POLICYMAKERS COULD ENGAGE MORE TO LOWER HEALTHCARE SPENDING ON EMPLOYER-BASED INSURANCE. PARTNERING WITH THE KENNEDY FORUM TO INCORPORATE A LIFE COURSE APPROACH (INCLUDING OLDER ADULTS) 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.
FORM 990, PART VI, SECTION A, LINE 2	THE MAJORITY OF THE CURRENT DIRECTORS AND OFFICERS HAVE A "BUSINESS RELATIONSHIP" AS DEFINED IN THE FORM 990 INSTRUCTIONS, WITH EACH OF THE OTHER CURRENT OFFICERS AND DIRECTORS BECAUSE OF POSITIONS THEY HOLD WITH AFFILIATED ORGANIZATIONS.
FORM 990, PART VI, SECTION A, LINE 3	GARY AND MARY WEST MANAGEMENT COMPANY, INC., ("WMC") IS A NON-PROFIT, TAXABLE ENTITY THAT PROVIDES SERVICES TO AFFILIATED ORGANIZATIONS. CERTAIN SUPERVISORY, FINANCIAL, AND OTHER ADMINISTRATIVE FUNCTIONS ARE PERFORMED BY EMPLOYEES OF GARY AND MARY WEST MANAGEMENT COMPANY, INC. SALLY HALLAK AND JONATHAN ZIFFERBLATT ARE OFFICERS OF WHI AND RELATED ORGANIZATIONS BUT ARE DIRECT EMPLOYEES OF WMC. (REFER TO SCHEDULE J). TOTAL OFFICER COMPENSATION PAID TO THESE OFFICERS IS $1,136,807.
FORM 990, PART VI, SECTION A, LINE 6	THE ORGANIZATION IS A NON-PROFIT, NON-STOCK CORPORATION WITH THREE MEMBERS DURING 2024. ONE INCORPORATED MEMBER DESIGNATED AS A PERMANENT MEMBER, THE GARY AND MARY WEST CHARITABLE TRUST AND TWO NON-INCORPORATED MEMBERS WHICH ARE ELECTED AND TERM-BASED MEMBERS, JAMES K HASSON AND THOMAS CULHANE.
FORM 990, PART VI, SECTION A, LINE 7A	THE MEMBERS OF THE ORGANIZATION HAVE THE AUTHORITY TO ELECT AND REMOVE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7B	THE FOLLOWING DECISIONS REQUIRE MEMBER APPROVAL: 1. THE DISSOLUTION, LIQUIDATION, MERGER, CONSOLIDATION, RECAPITALIZATION OR OTHER REORGANIZATION OF THE CORPORATION; 2. THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OF THE CORPORATION; AND 3. ANY CHANGES PROPOSED TO BE MADE BY THE CORPORATION'S BOARD OF DIRECTORS TO THE CORPORATION'S CERTIFICATE OF INCORPORATION OR BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 INFORMATION WAS COMPILED FROM THE ORGANIZATION'S CORPORATE AND ACCOUNTING RECORDS AND PROVIDED TO THE ORGANIZATION'S OUTSIDE TAX PREPARER. THE COMPLETED FORM 990 WAS REVIEWED BY THE ORGANIZATION'S CFO, OUTSIDE LEGAL COUNSEL AND CEO. UPON SATISFACTORY COMPLETION OF THE INTERNAL REVIEW PROCESS, A DRAFT OF THE FORM 990 WAS CIRCULATED TO THE ORGANIZATION'S AUDIT COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW. THE FORM 990 WAS THEN FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	THE DIRECTORS AND OFFICERS OF THE INSTITUTE MET REGULARLY THROUGHOUT 2024 AND DISCUSSED ALL ACTUAL AND POTENTIAL CONFLICTS OF INTEREST THAT EXISTED WITH RESPECT TO OTHER NON-PROFIT AND BUSINESS ORGANIZATIONS. THE DIRECTORS AND OFFICERS ALSO COLLECTED ANNUAL WRITTEN CONFLICT OF INTEREST STATEMENTS FROM ALL DIRECTORS AND OFFICERS, WHEN APPLICABLE. NO FAILURES OF COMPLIANCE WITH THE POLICY WERE FOUND.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION HAS A COMPENSATION APPROVAL PROCESS FOR ITS EMPLOYEES. FOR THOSE PAID IN EXCESS OF $100,000, A BASIC COMPENSATION STUDY IS PERFORMED AND COMPENSATION RANGES ARE REQUIRED TO BE APPROVED BY THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS. FOR THOSE PAID IN EXCESS OF $250,000, SUCH AS THE CEO, AN ENHANCED STUDY OF COMPARABLE COMPENSATION IS PERFORMED AND THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION LEVELS. THE ORGANIZATION HAS ALSO RETAINED THE SERVICES OF AN OUTSIDE COMPENSATION CONSULTANT. THE MOST RECENT REVIEW WAS COMPLETED IN 2024.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS CERTIFICATE OF INCORPORATION AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON THE REQUEST FOR SUCH DOCUMENTS.
FORM 990, PART VII:	THE ORGANIZATION HAS A MANAGEMENT SERVICES AGREEMENT WITH THE GARY AND MARY WEST MANAGEMENT COMPANY, INC., A RELATED NON-PROFIT CORPORATION, WHEREBY THE GARY AND MARY WEST MANAGEMENT COMPANY, INC. PROVIDES CERTAIN ADMINISTRATIVE SUPPORT SERVICES TO THE ORGANIZATION. SUCH SERVICES INCLUDE THAT OF VARIOUS SENIOR MANAGEMENT ROLES.
FORM 990, PART IX, LINE 11G	OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 11,046,785. MANAGEMENT AND GENERAL EXPENSES 1,806,680. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,853,465. RESEARCH STUDIES: PROGRAM SERVICE EXPENSES 14,263,347. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,263,347. OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 745. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 745. STAKEHOLDER COMMUNICATIONS: PROGRAM SERVICE EXPENSES 132,425. MANAGEMENT AND GENERAL EXPENSES 28,854. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,279.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	GARY AND MARY WEST HEALTH POLICY CENTER INC	BusinessNameLine1Txt

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

Field	Value	IRS element (for citing)
EIN	275388874	EIN
Primary Activities	SEE SCH R, PART VII	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	PF	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	GARY AND MARY WEST MANAGEMENT COMPANY INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4960 AVENIDA ENCINAS	AddressLine1Txt
City	CARLSBAD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92008	ZIPCd

Field	Value	IRS element (for citing)
EIN	454040871	EIN
Primary Activities	SEE SCH R, PART VII	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	C	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II: IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS:	NAME OF RELATED ORGANIZATION: GARY AND MARY WEST HEALTH POLICY CENTER, INC. PRIMARY ACTIVITY: POLICY RESEARCH TO DEVELOP MORE AFFORDABLE HEALTHCARE MODELS ENABLING SENIORS TO SUCCESSFULLY AGE.
PART IV: IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION:	NAME OF RELATED ORGANIZATION: GARY AND MARY WEST MANAGEMENT COMPANY, INC. TYPE OF ENTITY: GARY AND MARY WEST MANAGEMENT COMPANY, INC. IS A NON-STOCK, NON-PROFIT CORPORATION TAXED AS A C-CORPORATION THAT PROVIDES CERTAIN ADMINISTRATIVE SUPPORT SERVICES. PRIMARY ACTIVITY: PROVIDING ADMINISTRATIVE SUPPORT SERVICES.