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CENTER FOR MEDICAL INTEROPERABILITY INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CENTER FOR MEDICAL INTEROPERABILITY INC (EIN 46-3191908)
Tax period
2013-07-12 to 2013-12-31
Filed
2014-11-13
IRS object ID
201433179349304248
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-11-13T16:16:42-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-12TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463191908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTER FOR MEDICAL INTEROPERABILITY INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt
Phone8585589200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13344 NORTH TORREY PINES CT PLAZAAddressLine1
Address Line2LEVELAddressLine2
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD DAKERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8585589200PhoneNum
Signature2014-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY H MCGROARTYPreparerPersonNm
PTINP00735101PTIN
Phone8585589200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerRICHARD DAKERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13344 NORTH TORREY PINES CT PLAZAAddressLine1
Address Line2LEVELAddressLine2
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$936,686GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://MEDICALINTEROPERABILITY.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTO 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 Body4VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$936,686CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$936,686CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$584,236CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$352,450CYOtherExpensesAmt
CY Total Expenses$936,686CYTotalExpensesAmt
CY Revenues Less Expenses$0CYRevenuesLessExpensesAmt
Total Assets EOY$230,592TotalAssetsEOYAmt
Total Liabilities EOY$230,592TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
MissionTO FOCUS ON DRIVING RAPID, WIDESPREAD AND SUSTAINED INTEROPERABILITY OF MEDICAL TECHNOLOGY TO IMPROVE PATIENT SAFETY AND LOWER HEALTHCARE COSTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$595,830ExpenseAmt
DescTO 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

FieldValueIRS element (for citing)
DescTHE 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

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Grant$0GrantAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$595,830TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GINA OSTERBusinessNameLine1
FieldValueIRS element (for citing)
Phone8585357000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13344 NORTH TORREY PINES COURT PLAZAAddressLine1
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JOSEPH SMITH MD
SECRETARY AND DIRECTOR2.0050.00Yes (X)Yes (X)$0$1,271,132$415,375
MICHAEL ME JOHNS MD
CHAIRMAN AND DIRECTOR2.00Yes (X)$0$0$0
NICHOLAS J VALERIANI
DIRECTOR2.0050.00Yes (X)$0$1,317,637$16,619
JEFFREY R BALSER MD
DIRECTOR2.00Yes (X)$0$0$0
RICHARD DAKERS
PRESIDENT AND TREASURER20.0030.00Yes (X)$0$313,613$10,576
FRANKLIN CANTWELL
EXECUTIVE DIRECTOR40.00$125,000$301,093$27,923Yes (X)
TODD COOPER
EXECUTIVE VICE PRESIDENT40.00$109,967$0$1,562Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$234,967TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,203,475TotReportableCompRltdOrgAmt
Total Other Compensation$472,055TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$936,686AllOtherContributionsAmt
Total Contributions$936,686TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$936,686TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$500,883TotalAmt
Program Services$423,025ProgramServicesAmt
Management And General$77,858ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,927TotalAmt
Program Services$7,539ProgramServicesAmt
Management And General$1,388ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$36,006TotalAmt
Program Services$30,409ProgramServicesAmt
Management And General$5,597ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$38,420TotalAmt
Program Services$32,448ProgramServicesAmt
Management And General$5,972ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$43,864TotalAmt
Management And General$43,864ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$181,111TotalAmt
Management And General$181,111ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$22,986TotalAmt
Program Services$10,090ProgramServicesAmt
Management And General$12,896ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,258TotalAmt
Program Services$12,071ProgramServicesAmt
Management And General$6,187ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$27,054TotalAmt
Program Services$24,171ProgramServicesAmt
Management And General$2,883ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$45,129TotalAmt
Program Services$45,129ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,028TotalAmt
Program Services$8,028ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,100TotalAmt
Management And General$3,100ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBUSINESS MEALSDesc
Total$2,920TotalAmt
Program Services$2,920ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$936,686TotalAmt
Program Services$595,830ProgramServicesAmt
Management And General$340,856ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$9,118EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$183,929EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$37,545EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$230,592EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$207,796EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$22,796EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$230,592EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$230,592EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$0ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$936,686CurrentTaxYearAmt
Total$936,686TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$936,686CurrentTaxYearAmt
Total$936,686TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$936,686PublicSupportTotal170Amt
Total Support$936,686TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART 3 SECTION A1FormAndLineReferenceDesc
ExplanationCENTER FOR MEDICAL INTEROPERABILITY, INC WAS FORMED ON JULY 12, 2013 AND THEREFORE 2013 WILL REPRESENT A SHORT YEAR FOR THE ORGANIZATION.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYROLL LIABILITIESDesc
Amt$22,796Amt
FieldValueIRS element (for citing)
Total Liability$22,796TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH SMITH MD
SECRETARY AND DIRECTOR$0$752,584$0$499,500$0$19,048$0$387,750$0$27,625$0$1,686,507$0$0
NICHOLAS J VALERIANI
DIRECTOR$0$1,035,589$0$263,000$0$19,048$0$13,795$0$2,824$0$1,334,256$0$0
RICHARD DAKERS
PRESIDENT AND TREASURER$0$269,952$0$25,000$0$18,661$0$9,375$0$1,201$0$324,189$0$0
FRANKLIN CANTWELL
EXECUTIVE DIRECTOR$125,000$200,340$0$100,000$0$753$4,375$9,625$5,248$8,675$134,623$319,393$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationTHE 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 AND GARY AND MARY WEST MANAGEMENT COMPANY. FURTHUR INFORMATION IS AVAILABLE BY REQUEST.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GARY AND MARY WEST MANAGEMENT COMPANY INCBusinessNameLine1
FieldValueIRS element (for citing)
Relationship DescriptionBOTH THE ORGANIZATION AND WEST MANAGEMENT COMPANY, INC HAVE COMMON OFFICERSRelationshipDescriptionTxt
Transaction$43,864TransactionAmt
TransactionTHE 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 $43,864.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE 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. RICHARD DAKERS, WHO WILL SERVE AS PRESIDENT AND TREASURER OF THE ORGANIZATION IS ALSO THE EXECUTIVE VICE PRESIDENT AND CHIEF STRATEGY OFFICER OF THE GARY AND MARY WEST MANAGEMENT COMPANY AND THE GARY AND MARY WEST HEALTH INSTITUTE, BOTH RELATED ORGANIZATIONS. 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 ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 3THE 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 PLUE 2.5%.
FORM 990, PART VI, SECTION A, LINE 6THE CORPORATION HAS ONE PERMANENT MEMBER, THE GARY AND MARY WEST FOUNDATION, WHICH IS A NEBRASKA NONPROFIT CORPORATION. IT ALSO HAS TWO ELECTED MEMBERS, THOMAS BARKER AND CHARLES SEDERSTROM.
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 7BMEMBERS OF THE ORGANIZATION ARE RESPONSIBLE FOR ELECTING THE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CEACH 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 15THE 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 19ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
GARY AND MARY WEST HEALTH INSTITUTE
10350 NORTH TORREY PINES RDLA JOLLACA92037264146730CONDUCTS MEDICAL RESEARCH WITH HOSPITALS TO REDUCE HEALTHCARE COSTSDE501(C)(3)LINE 4N/A0
GARY AND MARY WEST HEALTH ENDOWMENT
1603 ORRINGTON AVEEVANSTONIL60201272953865PROVIDES FINANCIAL SUPPORTDE501(C)(3)LINE 11B, IIN/A0
GARY AND MARY WEST FOUNDATION
5796 ARMADA DR 300CARLSBADCA92008470793015PROVIDES FINANCIAL SUPPORTNE501(C)(3)PFN/A0
GARY AND MARY WEST HEALTH POLICY CENTER
1909 K STREET NW SUITE 730WASHINGTONDC20006275388874ANALYZE, DISCUSS AND EDUCATE ON HEALTH POLICY ISSUES.DE501(C)(3)PFN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1GARY AND MARY WEST MANAGEMENT COMPANYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line15796 ARMADA DR 300AddressLine1
CityCARLSBADCity
StateCAState
ZIP Code92008ZIPCode
FieldValueIRS element (for citing)
EIN454040871EIN
Primary ActivitiesPROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICESPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GARY AND MARY WEST FOUNDATION
C$936,686DOLLAR AMOUNT OF GRANT
GARY AND MARY WEST MANAGEMENT COMPANY
M$43,864DIRECT COSTS PLUS 2.5%
GARY AND MARY WEST HEALTH INSTITUTE
P$85,999DIRECT REIMBURSEMENT