CENTER FOR MEDICAL INTEROPERABILITY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR MEDICAL INTEROPERABILITY INC (EIN 46-3191908)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201543179349305009
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T12:25:46-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330885895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463191908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR MEDICAL INTEROPERABILITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 8442086510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 CHURCH STREET NO 220 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANKLIN CANTWELL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8442086510 | PhoneNum |
| Signature | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY H MCGROARTY | PreparerPersonNm |
| PTIN | P00735101 | PTIN |
| Phone | 8585589200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRANKLIN CANTWELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 CHURCH STREET NO 220 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,330,000 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://MEDICALINTEROPERABILITY.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO BENEFIT THE PUBLIC BY IMPROVING PATIENT SAFETY, ASSURING SECURITY AND CONFIDENTIALITY OF HEALTH INFORMATION, AND ENHANCING ACCESS TO CARE, CARE EFFICIENCY AND AFFORDABILITY FOR THE GENERAL PUBLIC THROUGH THE ESTABLISHMENT OF A CENTRALIZED LABORATORY TASKED WITH SERVING AS A NEUTRAL ENVIRONMENT FOR HEALTH SYSTEMS STAKEHOLDERS TO IDENTIFY TECHNICAL SOLUTIONS TO THE CHALLENGES ASSOCIATED WITH MEDICAL INTEROPERABILITY, TO DEVELOP COMMON STANDARDS-BASED ARCHITECTURE, SPECIFICATIONS AND REFERENCE DESIGNS FOR INTEROPERABLE HOSPITAL DEVICES AND INFORMATION SYSTEMS, TO DESIGN AND OVERSEE PROTOCOLS FOR TESTING AND CERTIFYING THAT MEMBER-SPECIFIED REQUIREMENTS ARE FULLFILLED, AND TO FACILITATE THE EDUCATION OF ALL HEALTH SYSTEMS STAKEHOLDERS CONCERNING SOLUTIONS AND BEST PRACTICES RELATED TO MEDICAL INTEROPERABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $936,686 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,330,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $936,686 | PYTotalRevenueAmt |
| CY Total Revenue | $6,330,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $584,236 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,619,812 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $352,450 | PYOtherExpensesAmt |
| CY Other Expenses | $1,771,018 | CYOtherExpensesAmt |
| PY Total Expenses | $936,686 | PYTotalExpensesAmt |
| CY Total Expenses | $5,390,830 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $939,170 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $230,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,714,924 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $230,592 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,008,151 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,706,773 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ACHIEVE PLUG-AND-PLAY INTEROPERABILITY BY UNIFYING HEALTHCARE ORGANIZATIONS TO COMPEL CHANGE, BUILDING A LAB TO SOLVE SHARED TECHNICAL CHALLENGES AND PIONEERING INNOVATIVE RESEARCH AND DEVELOPMENT. ACCELERATING THE SEAMLESS EXCHANGE OF INFORMATION TO IMPROVE HEALTHCARE FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,705,879 | ExpenseAmt |
| Desc | TO BENEFIT THE PUBLIC BY IMPROVING PATIENT SAFETY, ASSURING SECURITY AND CONFIDENTIALITY OF HEALTH INFORMATION, AND ENHANCING ACCESS TO CARE, CARE EFFICIENCY AND AFFORDABILITY FOR THE GENERAL PUBLIC THROUGH THE ESTABLISHMENT OF A CENTRALIZED LABORATORY TASKED WITH SERVING AS A NEUTRAL ENVIRONMENT FOR HEALTH SYSTEMS STAKEHOLDERS TO IDENTIFY TECHNICAL SOLUTIONS TO THE CHALLENGES ASSOCIATED WITH MEDICAL INTEROPERABILITY, TO DEVELOP COMMON STANDARDS-BASED ARCHITECTURE, SPECIFICATIONS AND REFERENCE DESIGNS FOR INTEROPERABLE HOSPITAL DEVICES AND INFORMATION SYSTEMS, TO DESIGN AND OVERSEE PROTOCOLS FOR TESTING AND CERTIFYING THAT MEMBER-SPECIFIED REQUIREMENTS ARE FULFILLED, AND TO FACILITATE THE EDUCATION OF ALL HEALTH SYSTEMS STAKEHOLDERS CONCERNING SOLUTIONS AND BEST PRACTICES RELATED TO MEDICAL INTEROPERABILITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE CENTER FOR MEDICAL INTEROPERABILITY IS DEVELOPING THE COMMUNICATIONS INFRASTRUCTURE TO SUPPORT RELIABLE DATA TRANSPORT AND SYSTEMS CONNECTIVITY AND ESTABLISHING APPROPRIATE LEVELS OF DATA SECURITY AND CLASS OF SERVICE, INCLUDING MEDICAL GRADE, UNDER HIGH LOADS. THIS WILL ALLOW SYSTEMS TO CONNECT, EXCHANGE DATA SECURELY AND USE THAT INFORMATION IN A WAY THAT ENABLES SAFER, MORE OPTIMIZED HEALTHCARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,705,879 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARON GOLDMUNTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8442086510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 CHURCH STREET SUITE 220 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37219 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL SCHATZLEIN MD | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| THOMAS M PRISELAC | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| JOSEPH SMITH MD | ||||||||||
| SECRETARY AND DIRECTOR | 0.50 | Yes (X) | $0 | $2,456,009 | $41,029 | 0.50 | Yes (X) | |||
| MICHAEL ME JOHNS MD | ||||||||||
| CHAIRMAN AND CEO | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| WAYNE T SMITH | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| GLENN D STEELE JR MD | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| JON L PRYOR MD | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| R MILTON JOHNSON | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| PAUL B ROTHMAN MD | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| DEAN M HARRISON | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| STEPHEN K JONES | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| CHRIS VAN GORDER | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| NICHOLAS J VALERIANI | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $1,569,076 | $17,443 | 0.50 | ||||
| JEFFREY R BALSER MD | ||||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| AARON GOLDMUNTZ | ||||||||||
| VICE PRESIDENT | 40.00 | $197,469 | $0 | $19,303 | Yes (X) | |||||
| FRANKLIN CANTWELL | ||||||||||
| EXECUTIVE DIRECTOR | 40.00 | $357,617 | $0 | $38,499 | Yes (X) | |||||
| TODD COOPER | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $239,238 | $0 | $35,895 | Yes (X) | |||||
| KEN FUCHS | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $229,960 | $0 | $25,434 | Yes (X) | |||||
| BILL BUNDY | ||||||||||
| SENIOR DIRECTOR OF CONNECT | 40.00 | $157,851 | $0 | $6,486 | Yes (X) | |||||
| SCOTT CASSIDY | ||||||||||
| EMPLOYEE | 40.00 | $153,553 | $0 | $20,097 | Yes (X) | |||||
| JAN WITTENBER | ||||||||||
| EMPLOYEE | 40.00 | $155,016 | $0 | $9,384 | Yes (X) | |||||
| RICHARD DAKERS | ||||||||||
| DIRECTOR | 0.50 | $0 | $604,265 | $21,482 | 0.50 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,490,704 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,629,350 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $235,052 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $6,330,000 | RelatedOrganizationsAmt |
| Total Contributions | $6,330,000 | TotalContributionsAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,330,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,725,489 | TotalAmt |
| Program Services | $2,090,064 | ProgramServicesAmt |
| Management And General | $635,425 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,811 | TotalAmt |
| Program Services | $227,321 | ProgramServicesAmt |
| Management And General | $111,490 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,467 | TotalAmt |
| Program Services | $71,436 | ProgramServicesAmt |
| Management And General | $23,031 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,692 | TotalAmt |
| Program Services | $207,722 | ProgramServicesAmt |
| Management And General | $66,970 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,353 | TotalAmt |
| Program Services | $140,920 | ProgramServicesAmt |
| Management And General | $45,433 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,610 | TotalAmt |
| Management And General | $192,610 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,259 | TotalAmt |
| Management And General | $182,259 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,500 | TotalAmt |
| Management And General | $178,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,418 | TotalAmt |
| Program Services | $610,158 | ProgramServicesAmt |
| Management And General | $63,260 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,281 | TotalAmt |
| Program Services | $3,955 | ProgramServicesAmt |
| Management And General | $28,326 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,438 | TotalAmt |
| Program Services | $50,732 | ProgramServicesAmt |
| Management And General | $16,706 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,704 | TotalAmt |
| Program Services | $219,704 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,338 | TotalAmt |
| Program Services | $37,338 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,222 | TotalAmt |
| Management And General | $8,222 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| RENT EXPENSE | $117,058 | $117,058 | |
| BUSINESS MEALS | $32,084 | $32,084 | |
| DEPRECIATION | $15,661 | $15,661 | |
| SPECIAL EVENTS | $14,445 | $14,445 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,390,830 | TotalAmt |
| Program Services | $3,705,879 | ProgramServicesAmt |
| Management And General | $1,684,951 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,118 | BOYAmt |
| EOY | $3,093,928 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,509,835 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,929 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,545 | BOYAmt |
| EOY | $38,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,810 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,661 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $73,149 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,592 | BOYAmt |
| EOY | $4,714,924 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,796 | BOYAmt |
| EOY | $564,728 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,796 | BOYAmt |
| EOY | $443,423 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,592 | BOYAmt |
| EOY | $1,008,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,541,938 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,164,835 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,706,773 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,592 | BOYAmt |
| EOY | $4,714,924 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $939,170 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,767,603 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $936,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,330,000 | CurrentTaxYearAmt |
| Total | $7,266,686 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $936,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,330,000 | CurrentTaxYearAmt |
| Total | $7,266,686 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $7,266,686 | PublicSupportTotal170Amt |
| Total Support | $7,266,686 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $88,810 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $15,661 | DepreciationAmt |
| Book Value | $73,149 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $73,149 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $443,423 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $443,423 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH SMITH MD | ||||||||||||||
| SECRETARY AND DIRECTOR | $0 | $751,961 | $0 | $1,685,000 | $0 | $19,048 | $0 | $13,000 | $0 | $28,029 | $0 | $2,497,038 | $0 | $0 |
| NICHOLAS J VALERIANI | ||||||||||||||
| DIRECTOR | $0 | $1,050,028 | $0 | $500,000 | $0 | $19,048 | $0 | $14,045 | $0 | $3,398 | $0 | $1,586,519 | $0 | $0 |
| AARON GOLDMUNTZ | ||||||||||||||
| VICE PRESIDENT | $197,469 | $0 | $0 | $0 | $0 | $0 | $19,303 | $0 | $0 | $0 | $216,772 | $0 | $0 | $0 |
| FRANKLIN CANTWELL | ||||||||||||||
| EXECUTIVE DIRECTOR | $357,617 | $0 | $0 | $0 | $0 | $0 | $31,011 | $0 | $7,488 | $0 | $396,116 | $0 | $0 | $0 |
| TODD COOPER | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $239,238 | $0 | $0 | $0 | $0 | $0 | $24,659 | $0 | $11,236 | $0 | $275,133 | $0 | $0 | $0 |
| KEN FUCHS | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $229,960 | $0 | $0 | $0 | $0 | $0 | $25,250 | $0 | $184 | $0 | $255,394 | $0 | $0 | $0 |
| BILL BUNDY | ||||||||||||||
| SENIOR DIRECTOR OF CONNECT | $157,851 | $0 | $0 | $0 | $0 | $0 | $6,294 | $0 | $192 | $0 | $164,337 | $0 | $0 | $0 |
| SCOTT CASSIDY | ||||||||||||||
| EMPLOYEE | $153,553 | $0 | $0 | $0 | $0 | $0 | $18,348 | $0 | $1,749 | $0 | $173,650 | $0 | $0 | $0 |
| JAN WITTENBER | ||||||||||||||
| EMPLOYEE | $155,016 | $0 | $0 | $0 | $0 | $0 | $9,000 | $0 | $384 | $0 | $164,400 | $0 | $0 | $0 |
| RICHARD DAKERS | ||||||||||||||
| DIRECTOR | $0 | $513,217 | $0 | $72,000 | $0 | $19,048 | $0 | $13,000 | $0 | $8,482 | $0 | $625,747 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE RELATED ORGANIZATION DEFERRED COMPENSATION IS LISTED ON SCHEDULE J PART 2. THIS AMOUNT INCLUDES THE NON-QUALIFIED DEFERRED COMPENSATION OFFERED BY GARY AND MARY WEST HEALTH INSTITUTE. FURTHUR INFORMATION IS AVAILABLE BY REQUEST. |
| PART II, LINE 1B(II) | PER JOSEPH SMITH'S AGREEMENT WITH THE GARY AND MARY WEST HEALTH INSTITUTE, HE IS ENTITLED TO AN ANNUAL PAYMENT OF $375,000, CREDITED TO A BOOKKEEPING ACCOUNT, FOR EACH YEAR HE REMAINS EMPLOYED BY THE GARY AND MARY WEST HEALTH INSTITUTE, FOR A MAXIMUM OF FOUR YEARS. HE HAS COMPLETED HIS FOURTH YEAR OF EMPLOYMENT AND THE AGGREGATE AMOUNT OF $1,500,000 WAS PAID TO DR. SMITH IN A LUMP SUM ON APRIL 30, 2014. THIS AMOUNT IS INCLUDED IN PART II, BOX (B)(II). |
| SCHEDULE J SUPPLEMENTAL EXPLANATION | COMPENSATION REPORTED IS FOR THE ENTIRE TAX YEAR AND REPRESENTS PAYMENTS FROM WEST HEALTH INSTITUTE TO OR ON BEHALF OF CENTER BOARD MEMBERS. WEST HEALTH INSTITUTE AND THE CENTER ARE NO LONGER RELATED ORGANIZATIONS AS OF OCTOBER 31, 2014. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| GARY AND MARY WEST MANAGEMENT COMPANY INC | |||
| BOTH THE ORGANIZATION AND WEST MANAGEMENT COMPANY, INC HAVE COMMON OFFICERS | $171,740 | THE GARY AND MARY WEST MANAGEMENT COMPANY, INC. PROVIDED GENERAL AND ADMINISTRATIVE SERVICES, INCLUDING FINANCE AND ACCOUNTING SERVICES TO THE ORGANIZATION IN EXCHANGE FOR A FEE OF $171,740. | 0 |
| GARY AND MARY WEST HEALTH INSTITUTE | |||
| BOTH THE ORGANIZATION AND THE WEST HEALTH INSTITUTE HAVE COMMON OFFICERS | $117,058 | THE GARY AND MARY WEST HEALTH INSTITUTE COLLECTS RENTAL INCOME FOR OFFICE SPACE IN THE AMOUNT OF $117,058. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE GARY AND MARY WEST FOUNDATION IS THE SOLE PERMANENT MEMBER OF THE ORGANIZATION, AND IS ALSO THE SOLE PERMANENT MEMBER OF THE GARY AND MARY WEST MANAGEMENT COMPANY, GARY AND MARY WEST HEALTH INSTITUTE, GARY AND MARY WEST HEALTH POLICY CENTER AND GARY AND MARY WEST HEALTH ENDOWMENT. THE GARY AND MARY WEST FOUNDATION AND THE CENTER ARE NO LONGER RELATED ORGANIZATIONS AS OF OCTOBER 31, 2014. JOSEPH SMITH, M.D, WHO WILL SERVE AS SECRETARY AND AS A DIRECTOR OF THE ORGANIZATION, IS ALSO THE CHIEF MEDICAL OFFICER AND CHIEF SCIENCE OFFICER OF THE GARY AND MARY WEST HEALTH INSTITUTE, AND THE PRESIDENT AND CHAIRMAN OF THE GARY AND MARY WEST HEALTH POLICY CENTER, BOTH WHICH ARE RELATED ORGANIZATIONS. NICHOLAS VALERIANI, WHO WILL SERVE AS A DIRECTOR OF THE ORGANIZATION, IS THE CHIEF EXECUTIVE OFFICER AND A DIRECTOR OF THE GARY AND MARY WEST HEALTH INSTITUTE, A RELATED ORGANIZATION. MICHAEL JOHNS, M.D., WHO WILL SERVE AS A DIRECTOR OF THE ORGANIZATION, IS ALSO A DIRECTOR OF THE GARY AND MARY WEST HEALTH INSTITUTE, AND THE GARY AND MARY WEST HEALTH POLICY CENTER, BOTH RELATED ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE CENTER HAS ENTERED INTO A MANAGEMENT SERVICE AGREEMENT WITH GARY AND MARY WEST MANAGEMENT COMPANY, INC. GARY AND MARY WEST MANAGEMENT COMPANY, INC PROVIDES GENERAL AND ADMINISTRATIVE SERVICES, SUCH AS FINANCE AND ACCOUNTING SERVICES TO THE ORGANIZATION. IN RETURN FOR SUCH SERVICES, THE ORGANIZATION PAYS GARY AND MARY WEST MANAGEMENT COMPANY, INC A FEE EQUAL TO THE DIRECT COST OF THESE SERVICES PLUS 2.5%. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS ONE PERMANENT MEMBER, THE GARY AND MARY WEST FOUNDATION, WHICH IS A NEBRASKA NONPROFIT CORPORATION. IT ALSO WILL HAVE AT LEAST TWO ELECTED MEMBERS. CURRENTLY THE ELECTED MEMBERS ARE THOMAS J. CULHANE AND CHARLES SEDERSTROM. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ARE APPOINTED OR ELECTED BY A MAJORITY VOTE OF THE PERMANENT MEMBERS OF THE CORPORATION AT THE ANNUAL MEETING OF THE MEMBERS OR AT A SPECIAL MEETING CALLED AND HELD FOR THAT PURPOSE. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS OF THE ORGANIZATION ARE RESPONSIBLE FOR ELECTING THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 INFORMATION WAS COMPLIED 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 CONTROLLER, CFO AND EXECUTIVE VICE PRESIDENT. UPON SATISFACTORY COMPLETION OF THE INTERNAL REVIEW PROCESS, A DRAFT OF THE FORM 990 WAS CIRCULATED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW. THE FORM 990 WAS THEN FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD - DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED, UNDERSTAND AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES COMPARABLE DATA FROM SIMILAR ORGANIZATIONS TO MEASURE REASONABLE COMPENSATION. THE BOARD OF DIRECTORS APPROVES COMPENSATION FOR ALL OFFICERS. THE COMPENSATION OF ALL OTHER EMPLOYEES IS FIXED BY THE PRESIDENT OF THE CORPORATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTOR FEES: PROGRAM SERVICE EXPENSES 87,162. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,162. RECRUITER FEES: PROGRAM SERVICE EXPENSES 24,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,750. ADMINISTRATION GENERAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,560. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,560. WEB DEVELOPMENT CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,600. STRATEGIC ANALYSIS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,600. ENGINEERING CONSULTING: PROGRAM SERVICE EXPENSES 4,311. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,311. BRANDING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 37,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,500. CONTRACT/PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 493,935. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 493,935. |
| FORM 990, PART XI, LINE 9: | PRIOR PERIOD ADJUSTMENT - 2013 WEST HEALTH FOUNDATION GRANT ACCRUAL 2,763,699. PRIOR PERIOD ADJUSTMENT - 2013 ADMINISTRATIVE FEES 3,771. PRIOR PERIOD ADJUSTMENT - 2013 ACCOUNTS PAYABLE 133. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT ON A CONSOLIDATED BASIS WITH THE GARY AND MARY WEST HEALTH FOUNDATION THROUGH OCTOBER 31, 2014. THE CENTER AND THE FOUNDATION ARE NO LONGER RELATED ORGANIZATION AS OF SEPTEMBER 22, 2014. THE ORGANIZATION'S FINANCIAL STATEMENTS WERE ALSO AUDITED BY AN INDEPENDENT ACCOUNTANT ON A SEPARATE BASIS FOR THE ENTIRE TAX YEAR. |
| PART VII, SECTION A, COLUMN E | COMPENSATION REPORTED FROM RELATED ORGANIZATIONS IS FOR THE ENTIRE TAX YEAR AND REPRESENTS PAYMENTS FROM WEST HEALTH INSTITUTE TO OR ON BEHALF OF CENTER BOARD MEMBERS. WEST HEALTH INSTITUTE AND THE CENTER ARE NO LONGER RELATED ORGANIZATIONS AS OF OCTOBER 31, 2014. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GARY AND MARY WEST HEALTH INSTITUTE | ||||||||||
| 10350 NORTH TORREY PINES RD | LA JOLLA | CA | 92037 | 264146730 | CONDUCTS MEDICAL RESEARCH WITH HOSPITALS TO REDUCE HEALTHCARE COSTS | DE | 501(C)(3) | LINE 4 | N/A | 0 |
| GARY AND MARY WEST HEALTH ENDOWMENT | ||||||||||
| 1603 ORRINGTON AVE | EVANSTON | IL | 60201 | 272953865 | PROVIDES FINANCIAL SUPPORT | DE | 501(C)(3) | LINE 11B, II | N/A | 0 |
| GARY AND MARY WEST FOUNDATION | ||||||||||
| 5796 ARMADA DR 300 | CARLSBAD | CA | 92008 | 470793015 | PROVIDES FINANCIAL SUPPORT | NE | 501(C)(3) | PF | N/A | 0 |
| GARY AND MARY WEST HEALTH POLICY CENTER | ||||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | 275388874 | ANALYZE, DISCUSS AND EDUCATE ON HEALTH POLICY ISSUES. | DE | 501(C)(3) | PF | N/A | 0 |
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 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5796 ARMADA DR 300 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454040871 | EIN |
| Primary Activities | PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES | 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 | Yes (1) | 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GARY AND MARY WEST FOUNDATION | ||
| C | $6,330,000 | DOLLAR AMOUNT OF GRANT |
| GARY AND MARY WEST MANAGEMENT COMPANY | ||
| M | $171,740 | DIRECT COSTS PLUS 2.5% |
| GARY AND MARY WEST HEALTH INSTITUTE | ||
| Q | $92,529 | DIRECT EXPENSES PAID |
| GARY AND MARY WEST HEALTH INSTITUTE | ||
| P | $92,458 | DIRECT REIMBURSEMENT |
| GARY AND MARY WEST HEALTH INSTITUTE | ||
| K | $117,058 | DIRECT COST |