GARY AND MARY WEST HEALTH INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND MARY WEST HEALTH INSTITUTE (EIN 26-4146730)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-23
- IRS object ID
- 202412979349300001
- Schema version
- 2023v5.1
- 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 | 2024-10-23T01:11:02-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-10-22 | 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 | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | 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 | $21,241,141 | 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 | 28 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,407,144 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,989,001 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$4,340 | PYInvestmentIncomeAmt |
| CY Investment Income | $167,669 | CYInvestmentIncomeAmt |
| PY Other Revenue | $75,437 | PYOtherRevenueAmt |
| CY Other Revenue | $84,471 | CYOtherRevenueAmt |
| PY Total Revenue | $17,478,241 | PYTotalRevenueAmt |
| CY Total Revenue | $21,241,141 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,283 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,893 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,414,013 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,630,114 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,778,650 | PYOtherExpensesAmt |
| CY Other Expenses | $15,491,918 | CYOtherExpensesAmt |
| PY Total Expenses | $21,199,946 | PYTotalExpensesAmt |
| CY Total Expenses | $21,128,925 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,721,705 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $112,216 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,273,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,616,066 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,188,932 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,419,155 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,084,695 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,196,911 | 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 SENIOR AMERICAN CITIZENS AND LEGAL RESIDENTS. 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 | $14,560,701 | ExpenseAmt |
| Grant | $6,893 | GrantAmt |
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $218,831 | ExpenseAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,779,532 | 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 | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28 | 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 | Yes (1) | 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) | $829,386 | $0 | $20,356 | |
| 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) | $772,492 | $0 | $76,914 | |||
| TIMOTHY LASH | ||||||||
| PRESIDENT | 30.00 | 10.00 | Yes (X) | $721,307 | $0 | $58,219 | ||
| JONATHAN ZIFFERBLATT | ||||||||
| CHIEF STRATEGY OFFICER | 40.00 | 10.00 | Yes (X) | $0 | $565,650 | $59,987 | ||
| SALLY HALLAK | ||||||||
| CFO, SECRETARY AND TREASURER | 30.00 | 10.00 | Yes (X) | $0 | $504,143 | $34,330 | ||
| LIANE WARDLOW | ||||||||
| SENIOR DIRECTOR, CLINICAL RESEARCH | 40.00 | $245,685 | $0 | $40,189 | Yes (X) | |||
| AMY STUCK | ||||||||
| SENIOR DIRECTOR, VALUE-BASED ACUTE | 40.00 | $223,509 | $0 | $55,165 | Yes (X) | |||
| CHRISTOPHER CROWLEY | ||||||||
| PROGRAM MANAGER | 40.00 | $239,963 | $0 | $34,965 | Yes (X) | |||
| ADRIAN KWONG | ||||||||
| PRINCIPAL DATA SECURITY ARCHITECT | 40.00 | $221,701 | $0 | $32,632 | Yes (X) | |||
| HAW-MINN LU | ||||||||
| PRINCIPAL DATA SCIENTIST | 40.00 | $205,020 | $0 | $48,855 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,459,063 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,069,793 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $461,612 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | 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 |
|---|---|---|---|---|---|
| GARY AND MARY WEST MANAGEMENT COMPA | |||||
| 4960 AVENIDA ENCINAS | CARLSBAD | CA | 92008 | MANAGEMENT SERVICES | $2,194,865 |
| GALLUP INC | |||||
| PO BOX 74007531 | CHICAGO | IL | 60674 | CONSULTANT | $700,099 |
| 99 TEN BUSINESS SOLUTIONS | |||||
| 7040 AVENIDA ENCINAS SUITE 104-242 | CARLSBAD | CA | 92011 | IT CONSULTANT | $377,489 |
| GEORGETOWN UNIVERSITY | |||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | CONSULTANT | $263,000 |
| CURA STRATEGIES LLC | |||||
| 2011 CRYSTAL DR SUITE 1005 | ARLINGTON | VA | 22202 | CONSULTANT | $240,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $20,989,001 | AllOtherContributionsAmt |
| Noncash Contributions | $1,000 | NoncashContributionsAmt |
| Total Contributions | $20,989,001 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,669 | TotalRevenueColumnAmt |
| Exclusion | $167,669 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,471 | 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 | $84,471 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,471 | TotalRevenueColumnAmt |
| Exclusion | $84,471 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,241,141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $252,140 | 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 | $6,893 | TotalAmt |
| Program Services | $6,893 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019,624 | TotalAmt |
| Program Services | $1,606,526 | ProgramServicesAmt |
| Management And General | $413,098 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,937,411 | TotalAmt |
| Program Services | $2,564,436 | ProgramServicesAmt |
| Management And General | $372,975 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,007 | TotalAmt |
| Program Services | $127,007 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,712 | TotalAmt |
| Program Services | $272,657 | ProgramServicesAmt |
| Management And General | $7,055 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,360 | TotalAmt |
| Program Services | $220,406 | ProgramServicesAmt |
| Management And General | $45,954 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,201,024 | TotalAmt |
| Program Services | $520,542 | ProgramServicesAmt |
| Management And General | $1,680,482 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,880 | TotalAmt |
| Program Services | $11,118 | ProgramServicesAmt |
| Management And General | $38,762 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,653 | TotalAmt |
| Management And General | $96,653 | 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 | $8,638,355 | TotalAmt |
| Program Services | $7,176,955 | ProgramServicesAmt |
| Management And General | $1,461,400 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,570 | TotalAmt |
| Program Services | $1,358 | ProgramServicesAmt |
| Management And General | $6,212 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,578 | TotalAmt |
| Program Services | $133,732 | ProgramServicesAmt |
| Management And General | $612,846 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,562,596 | TotalAmt |
| Program Services | $1,410,799 | ProgramServicesAmt |
| Management And General | $1,151,797 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,711 | TotalAmt |
| Program Services | $144,965 | ProgramServicesAmt |
| Management And General | $35,746 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,118 | TotalAmt |
| Program Services | $33,568 | ProgramServicesAmt |
| Management And General | $4,550 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,107 | TotalAmt |
| Program Services | $63,605 | ProgramServicesAmt |
| Management And General | $58,502 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,993 | TotalAmt |
| Management And General | $95,993 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TELECOMMUNICATIONS/WEB | $244,179 | $150,628 | $93,551 |
| SUBSCRIPTIONS/PUBS/DATA | $146,416 | $64,522 | $81,894 |
| RECRUITING/RETENTION | $72,960 | $6,660 | $66,300 |
| OTHER EXPENSES | $72,778 | $47,155 | $25,623 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,128,925 | TotalAmt |
| Program Services | $14,779,532 | ProgramServicesAmt |
| Management And General | $6,349,393 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,893,944 | BOYAmt |
| EOY | $3,729,431 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,793 | BOYAmt |
| EOY | $2,177,432 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,653 | BOYAmt |
| EOY | $42,938 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,833 | BOYAmt |
| EOY | $732,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,032,090 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,404,650 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,599 | BOYAmt |
| EOY | $627,440 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,618 | BOYAmt |
| EOY | $53,802 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,015,187 | BOYAmt |
| EOY | $8,252,565 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,273,627 | BOYAmt |
| EOY | $15,616,066 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,557,167 | BOYAmt |
| EOY | $5,411,548 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,631,765 | BOYAmt |
| EOY | $9,007,607 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,188,932 | BOYAmt |
| EOY | $14,419,155 | 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 | $91,839 | BOYAmt |
| EOY | $184,912 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,856 | BOYAmt |
| EOY | $1,011,999 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,084,695 | BOYAmt |
| EOY | $1,196,911 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,273,627 | BOYAmt |
| EOY | $15,616,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $112,216 | ReconcilationRevenueExpnssAmt |
| 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 (18 entries)
| CityCityNm | State AbbreviationStateAbbreviationCd |
|---|---|
| ADVOCATE AURORA HEALTH | |
| MILWAUKEE | WI |
| DARTMOUTH-HITCHCOCK CLINIC | |
| LEBANON | NH |
| DIMER HEALTH SERVICES INC | |
| MENDHAM | NJ |
| GARY AND MARY WEST SENIOR SERVICES INC | |
| SAN MARCOS | CA |
| GEISINGER HEALTH | |
| DANVILLE | PA |
| HARDISON MEDICAL CORPORATION DBA HEALTHTOPIA | |
| ENCINITAS | CA |
| INTEGRA COMMUNITY CARE NETWORK | |
| WARWICK | RI |
| PATIENT & FAMILY CENTERED CARE PARTNERS | |
| LONG BEACH | CA |
| PRIME HEALTHCARE FOUNDATION INC | |
| ONTARIO | CA |
| ST JOSEPH'S HEALTH PARTNERS | |
| PATERSON | NJ |
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |
| CHAPEL HILL | NC |
| UNIVERSITY OF VIRGINIA SCHOOL OF MEDICINE | |
| CHARLOTTESVILLE | VA |
| YALE SCHOOL OF MEDICINE | |
| NEW HAVEN | CT |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |
| LA JOLLA | CA |
| CLEVELAND CLINIC | |
| CLEVELAND | OH |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP | |
| PASADENA | CA |
| KENT COUNTY MEMORIAL HOSPITAL | |
| WARWICK | RI |
| SHARP HEALTHCARE | |
| SAN DIEGO | 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 | $20,912,925 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,128,925 | 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 | $291,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $217,590 | CurrentYearMinus2Amt |
| Current Year Minus1 | $216,480 | CurrentYearMinus1Amt |
| Current Year | $216,000 | CurrentYearAmt |
| Total | $941,070 | 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 | $7,091,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,844,389 | DepreciationAmt |
| Book Value | $247,311 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,231,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,170,201 | DepreciationAmt |
| Book Value | $61,136 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,709,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,390,060 | DepreciationAmt |
| Book Value | $318,993 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $627,440 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT-OF-USE ASSET | Desc |
| Book Value | $8,252,565 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,252,565 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FINANCE LEASES | $33,216 |
| OPERATING LEASE LIABILITY | $8,974,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,007,607 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,241,141 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,241,141 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,241,141 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,128,925 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,128,925 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,128,925 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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, 2023. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. |
| 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. DURING 2023, THE INSTITUTE RECEIVED A TENANT REIMBURSEMENT IN THE AMOUNT OF $73,055. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHELLEY M LYFORD | ||||||||||||||
| DIRECTOR, CHAIR & CEO | $626,083 | $0 | $180,263 | $0 | $23,040 | $0 | $11,250 | $0 | $9,106 | $0 | $849,742 | $0 | $0 | $0 |
| ZIA AGHA | ||||||||||||||
| CMO & EVP CLINICAL RESEARCH | $602,437 | $0 | $146,007 | $0 | $24,048 | $0 | $16,500 | $0 | $60,414 | $0 | $849,406 | $0 | $0 | $0 |
| TIMOTHY LASH | ||||||||||||||
| PRESIDENT | $538,220 | $0 | $160,047 | $0 | $23,040 | $0 | $9,700 | $0 | $48,519 | $0 | $779,526 | $0 | $0 | $0 |
| JONATHAN ZIFFERBLATT | ||||||||||||||
| CHIEF STRATEGY OFFICER | $0 | $417,288 | $0 | $125,000 | $0 | $23,362 | $0 | $16,500 | $0 | $43,487 | $0 | $625,637 | $0 | $0 |
| SALLY HALLAK | ||||||||||||||
| CFO, SECRETARY AND TREASURER | $0 | $360,105 | $0 | $120,975 | $0 | $23,063 | $0 | $16,500 | $0 | $17,830 | $0 | $538,473 | $0 | $0 |
| LIANE WARDLOW | ||||||||||||||
| SENIOR DIRECTOR, CLINICAL RESEARCH | $215,516 | $0 | $29,700 | $0 | $469 | $0 | $7,400 | $0 | $32,789 | $0 | $285,874 | $0 | $0 | $0 |
| AMY STUCK | ||||||||||||||
| SENIOR DIRECTOR, VALUE-BASED ACUTE | $193,976 | $0 | $28,337 | $0 | $1,196 | $0 | $11,465 | $0 | $43,700 | $0 | $278,674 | $0 | $0 | $0 |
| CHRISTOPHER CROWLEY | ||||||||||||||
| PROGRAM MANAGER | $219,326 | $0 | $19,275 | $0 | $1,362 | $0 | $12,047 | $0 | $22,918 | $0 | $274,928 | $0 | $0 | $0 |
| ADRIAN KWONG | ||||||||||||||
| PRINCIPAL DATA SECURITY ARCHITECT | $204,442 | $0 | $16,823 | $0 | $436 | $0 | $10,391 | $0 | $22,241 | $0 | $254,333 | $0 | $0 | $0 |
| HAW-MINN LU | ||||||||||||||
| PRINCIPAL DATA SCIENTIST | $190,146 | $0 | $14,110 | $0 | $764 | $0 | $10,583 | $0 | $38,272 | $0 | $253,875 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 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 | 17B: 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 THE WEST HEALTH INSTITUTE. THE 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 2023 THIS AMOUNT WAS $22,500. 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 2023 THIS AMOUNT WAS $22,500. 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. |
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 2023. TOTAL TRANSACTION AMOUNT IS $377,489 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 2023, 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 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 2023 BROADLY FIT INTO THE AREAS OF (SENIOR APPROPRIATE) ACUTE CARE RESEARCH, CHRONIC CARE RESEARCH, AND TELEHEALTH RESEARCH AND ARE DESCRIBED BELOW. SENIOR-APPROPRIATE ACUTE CARE RESEARCH IN 2023, 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) MEET THE DEMANDS OF A GROWING GED MOVEMENT, EVALUATE THE CLINICAL IMPACT, AND DEVELOP A SUSTAINABILITY PLAN TO ENSURE LONG TERM SUCCESS OF THE GEDA PROGRAM. OUR PARTNERSHIP WITH THE AMERICAN ACADEMY OF EMERGENCY PHYSICIANS (ACEP) WAS FOCUSED IN 2023 ON IMPROVING THEIR APPLICATION PROCESS BY ENABLING TECHNOLOGY IMPROVEMENTS AND CREATING APPLICATION THROUGHPUT EFFICIENCY. A NEW TECHNOLOGY PLATFORM WAS INITIATED TO PROCESS THE INCREASING APPLICATION DEMANDS, AND STAFF WERE BROUGHT ON TO MEET THE NEEDS OF IMPROVING APPLICATION THROUGHPUT. AS A RESULT, APPLICATION THROUGHPUT TIME IMPROVED, ALLOWING MORE 65+ PATIENTS TO HAVE ACCESS TO A GED AT A LOCAL HOSPITAL NEAR THEM THIS YEAR. (AT THE CLOSE OF 2023, GEDS COULD BE FOUND IN WELL OVER 400 HOSPITALS ACROSS THE US.) THIS YEAR WHI ALSO FOCUSED ON DEMONSTRATING CLINICAL IMPACT, FINANCIAL ROI, AND DRIVE QUALITY IMPROVEMENT. ONE WAY THAT WEST HEALTH AND ACEP HAVE PARTNERED TO ACHIEVE THIS IS THROUGH THE GED DASHBOARD, A MECHANISM MADE DIRECTLY AVAILABLE TO HOSPITALS AND HEALTH SYSTEMS FOR INDIVIDUAL ED SITES TO TRACK QUALITY IMPROVEMENT THROUGH AGGREGATE LEVEL DATA. BUILDING CASE FOR SUSTAINABILITY GERIATRIC EMERGENCY CARE IN PARTNERSHIP WITH CLEVELAND CLINIC: IN 2023, WEST HEALTH PARTNERED 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. THIS CASE STUDY, SHARED VIA WEBINAR, FOUND A REDUCTION IN MEDICALLY UNNECESSARY ADMISSIONS WHICH FREED UP HIGH DEMAND IN-PATIENT BEDS AND RESULTED IN COST SAVINGS FOR THE (CC) HOSPITAL SYSTEM. WEST HEALTH AND CLEVELAND CLINIC JOINTLY CREATED A 2-PAGE SUSTAINABILITY CASE STUDY PROVIDING AN IMPORTANT PERSPECTIVE INTO THE BENEFITS BOTH CLINICALLY AND AS A RETURN ON INVESTMENT INTO THE VALUE OF PURSUING GED ACCREDITATION. IN ADDITION TO THE ABOVE, WEST HEALTH AND CLEVELAND CLINIC RESEARCH TEAMS FURTHER COLLABORATED IN DESIGNING A POST-IMPLEMENTATION EVALUATION OF CLEVELAND CLINIC'S NEW ELECTRONIC HEALTH RECORD-SUPPORTED DELIRIUM SCREENING PROCESS. IN PARTNERSHIP WITH THE STATEWIDE UC HEALTH SYSTEM: THE UNIVERSITY OF CALIFORNIA SAN DIEGO (UCSD) HOSPITAL HEALTH COLLABORATION SUCCESSFULLY PAVED THE WAY FOR ALL UC HEALTH SYSTEMS IN CALIFORNIA TO ACHIEVE LEVEL 1 GED ACCREDITATION WITH WHI SUPPORT. THIS YEAR, THE INSTITUTE COLLABORATED WITH UCSD TO CONDUCT AN OPERATIONAL STUDY TO DESCRIBE GED IMPLEMENTATION ACROSS THE 5 UC HEALTH GEDS, PROVIDING SUPPORT FOR DATA COLLECTION, ANALYSIS, INTERPRETATION OF RESULTS, AND DISSEMINATION. THE STUDY ASSESSED DRIVERS OF VARIATION, LESSONS LEARNED, AND IMPLEMENTATION FACILITATORS AND BARRIERS. A WORKSHOP WAS HELD WITH ALL UC SITES TO REVIEW, SYNTHESIZE, AND PLAN FOR DISSEMINATION OF THE STUDY'S RESULTS TO A VARIETY OF STAKEHOLDERS, INCLUDING PHYSICIANS, NURSES, AND RESEARCHERS. GERIATRIC EMERGENCY DEPARTMENT ACCREDITATION ENGAGEMENT WITH COMMUNITY HOSPITALS THROUGHOUT CALIFORNIA UC SAN DIEGO HEALTH PARTNERSHIP: THE GARY AND MARY WEST SENIOR CARE NETWORK (SECN) IS A STATEWIDE EFFORT TO ENSURE THAT CALIFORNIA BECOMES A LEADER IN EMERGENCY CARE FOR OLDER ADULTS. IN A CONCERTED EFFORT TO GROW THE SECN IN 2023, THE WEST HEALTH INSTITUTE AND UC SAN DIEGO HEALTH DEVELOPED A TRAINING PROGRAM TO TEACH AND ENCOURAGE ADOPTION OF THE GED MODEL ACROSS CALIFORNIA. THIS COLLABORATION STREAMLINED ENGAGEMENT, EDUCATION, AND SUPPORT FOR HOSPITALS AS THEY IMPLEMENTED THE GED MODEL. OUTREACH WAS CONDUCTED WITH OVER 600 INDIVIDUALS THROUGHOUT THE STATE, WITH 130+ INDIVIDUALS ATTENDING TRAININGS, REPRESENTING 52 HOSPITALS ACROSS THE STATE. IN ADDITION, WHI AND THE TEAM AT UC SAN DIEGO HEALTH PROVIDED INDIVIDUALIZED SUPPORT TO HOSPITALS PURSUING GED ACCREDITATION. AS A DIRECT RESULT OF THESE EFFORTS AND MORE, NUMBER OF ACCREDITED GEDS IN CALIFORNIA INCREASED FROM 57 AT THE BEGINNING OF 2023 TO 82 ACCREDITED GEDS AS OF NOVEMBER 2023, IMPROVING PATIENT ACCESS TO OLDER ADULT APPROPRIATE EMERGENCY CARE THROUGHOUT THE STATE. HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA PARTNERSHIP: IN ADDITION TO THE PARTNERSHIP WITH UC SAN DIEGO HEALTH (ABOVE), WHI ALSO PARTNERED WITH THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA (HASC) TO DRIVE SPREAD AND ADOPTION OF THE GED MODEL. THROUGHOUT 2023, OVER 460 INDIVIDUALS AFFILIATED WITH HASC MEMBER HOSPITALS WERE INTRODUCED TO THE GED MODEL THROUGH THIS COLLABORATION. WHI PARTNERED WITH HASC TO PRESENT THE SECN INITIATIVE AT THE HASC ANNUAL MEETING EXECUTIVE FORUM IN MAY 2023, EMPHASIZING THE CASE FOR IMPROVING GERIATRIC EMERGENCY CARE. 75 INDIVIDUALS ATTENDED VIRTUAL "ADVANCING GERIATRIC EMERGENCY CARE: BEST PRACTICES AND ACCREDITATION STRATEGIES" TRAINING CO-HOSTED BY WHI AND UC SAN DIEGO HEALTH, REPRESENTING 38 HOSPITALS ACROSS SOUTHERN CALIFORNIA. PRIOR TO THIS INITIATIVE, 27 HASC MEMBER HOSPITALS HAD ACHIEVED GED ACCREDITATION. AS A RESULT OF THIS COLLABORATION EIGHT (8) MORE HASC MEMBER HOSPITALS HAVE APPLIED FOR OR ACHIEVED GED ACCREDITATION IN 2023, WITH ADDITIONAL HOSPITALS CONTINUING TO PURSUE GED ACCREDITATION INTO 2024. KAISER PERMANENTE SOUTHERN CALIFORNIA PARTNERSHIP: 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 AND SUPPORTED BY WEST HEALTH, 60+ INDIVIDUALS AFFILIATED WITH 17 SCPMG MEMBER HOSPITALS WERE EDUCATED ABOUT THE GED MODEL. WHI PARTNERED WITH SCPMG TO PRESENT THE GED ACCREDITATION INITIATIVE TO HEALTH SYSTEM ASSISTANT MEDICAL GROUP ADMINISTRATORS AND ASSISTANT AREA MEDICAL DIRECTORS IN OCTOBER 2023. THIRTY-NINE (39) INDIVIDUALS ATTENDED VIRTUAL "ADVANCING GERIATRIC EMERGENCY CARE: BEST PRACTICES AND ACCREDITATION STRATEGIES" TRAININGS CO-HOSTED BY WHI AND UCSD, REPRESENTING 15 HOSPITALS ACROSS SOUTHERN CALIFORNIA. PRIOR TO THIS INITIATIVE, FOUR (4) SCPMG HOSPITALS HAD ACHIEVED GED ACCREDITATION. AS A RESULT OF THIS COLLABORATION FOUR (4) MORE SCPMG HOSPITALS APPLIED FOR GED ACCREDITATION IN 2023, WITH AN ADDITIONAL NINE (9) HOSPITALS CONTINUING TO PURSUE GED ACCREDITATION INTO 2024. EXTENDING GEDS IN RURAL CRITICAL ACCESS HOSPITALS IN 2023, THE INSTITUTE CONCLUDED ITS MULTI-YEAR COLLABORATION WITH DARTMOUTH HITCHCOCK MEDICAL CENTER WHICH INCLUDED SUPPORTING TWO RURAL CRITICAL ACCESS HOSPITALS IN NEW ENGLAND TO ACHIEVE LEVEL 2 GED ACCREDITATION USING RESEARCH AND LEARNINGS FROM WORK WITH DARTMOUTH HITCHCOCK IN 2022 IN TO SUPPORT GEDS WITHIN THEIR SYSTEM. THE GERIATRIC EMERGENCY DEPARTMENT COLLABORATIVE (GEDC): BUILDING MEDICAL RESEARCH EXCELLENCE IN THE GED COMMUNITY IN PARTNERSHIP WITH YALE HEALTH: IN 2023, OUR WORK WITH THE GEDC AT YALE FOCUSED ON EXPLORING THE USE OF SECONDARY DATASETS TO EVALUATE GEDS AND RESULTED IN SEVERAL CONFERENCE PRESENTATIONS AND A MANUSCRIPT IN ANNALS OF EMERGENCY MEDICINE. WHI ADDITIONALLY SUPPORTED YALE IN ESTABLISHING A DATA PLATFORM AND LEVERAGING THIS TO PERFORM PILOT STUDIES THAT WERE JOINTLY FUNDED BY THE NATIONAL INSTITUTES OF HEALTH. |
| FORM 990, PART III, LINE 4A, (CONTINUATION): | THESE PILOT STUDIES ENABLED JUNIOR RESEARCHERS TO STUDY PRIORITY TOPICS IN GERIATRIC EMERGENCY CARE AND RESULTED IN THREE MANUSCRIPTS THAT WERE SUBMITTED FOR PUBLICATION IN PEER-REVIEWED JOURNALS. IN PARTNERSHIP WITH UNIVERSITY OF NORTH CAROLINE HEALTH (UNC HEALTH): AT UNC HEALTH, THE WHI-GEDC COLLABORATION FOCUSED ON BROADENING THE KNOWLEDGE OF GERIATRIC EMERGENCY CARE. TOPICS FOR GEDC-HOSTED WEBINARS INCLUDED FRAILTY IN THE GERIATRIC EMERGENCY DEPARTMENT, GERIATRIC EMERGENCY NURSE MANAGEMENT, AND CARING FOR RURAL COMMUNITIES IN THE GED. THIS PARTNERSHIP HAS ALLOWED THE CONTINUED SHARED KNOWLEDGE AND EXPERTISE AMONG CLINICAL TEAMS LOOKING TO IMPROVE CARE FOR OLDER ADULTS IN THE EMERGENCY DEPARTMENT. THE COLLABORATION ALSO FOSTERED CONTINUED BOOTCAMP ACTIVITIES, TRAINING AND DEVELOPING NEW NATIONAL GED SITES. EXPANDING GED ADOPTION ACROSS THE VETERANS' HEALTH SYSTEM AND ENSURING PROGRAM SUSTAINABILITY SINCE THE INITIATION OF OUR PARTNERSHIP WITH THE VETERANS HEALTH ADMINISTRATION (VHA) AND THE INDIANA INSTITUTE FOR MEDICAL RESEARCH (IIMR), THE VA HEALTH SYSTEM HAS BEEN CELEBRATED AS THE MOST ACCREDITED (FOR GEDS) INTEGRATED HEALTH CARE SYSTEM. IN THE FIRST HALF OF 2023, THE VA AND WHI FINALIZED A GED SYSTEMWIDE SUSTAINABILITY PLAN AND SUBMITTED ALL PENDING GED APPLICATIONS FROM A TOTAL OF 70 SITES. ALSO IN 2023, THE INSTITUTE AND THE VA NATIONAL EMERGENCY MEDICINE OFFICE INITIATED A NEW PHASE OF WORK, SUPPORTED BY THE IIMR, DEVELOPING AND DISSEMINATING A CASE STUDY DEMONSTRATING SEAMLESS ALIGNMENT OF THE GED MODEL WITH HIGHER LEVEL VA STRATEGIC GOALS. THIS STUDY FOUND THAT STAFF VIEW GED IMPLEMENTATION AS A NECESSARY TOOL THAT ENABLED THEM TO PROVIDE BETTER CARE THAT WOULD NOT HAVE BEEN POSSIBLE OTHERWISE. THE INSTITUTE PROVIDED RESEARCH SUPPORT TO THE VA GED CORE TEAM FOR DATA COLLECTION, ANALYSIS, INTERPRETATION OF RESULTS, AND CO-AUTHORSHIP OF ALL RESEARCH PRODUCTS. FURTHER DISSEMINATION OUTLETS TARGETED INTERNAL VA LEADERSHIP, EXTERNAL EXECUTIVES, VA STAFF, THE GED COMMUNITY, AND OLDER VETERANS. FINAL PRODUCTS INCLUDED A VA STAFF WEBINAR, SAEM RESEARCH FORUM ABSTRACT AND PRESENTATION, VA PODCAST, VA NEWSLETTER, AND FINAL BUSINESS CASE DOCUMENT. SHARP HEALTHCARE (SHARP): CHANGING HOSPITAL CULTURE THROUGH GENERATIONAL HEALTH WHILE WE AIM TO AVOID UNNECESSARY ADMISSIONS FOR OLDER ADULTS, THERE ARE TIMES WHEN HOSPITAL CARE IS ESSENTIAL. IN CASES OF TRAUMA, WHEN OLDER ADULTS ARE ESPECIALLY AT RISK OF SIGNIFICANT LOSS OF MOBILITY AND DECREASED QUALITY OF LIFE, GERIATRIC-SPECIFIC STRATEGIES HAVE AN IMPORTANT ROLE IN ENSURING THE HIGHEST STANDARDS OF CARE ARE ACHIEVED. THE INSTITUTE PARTNERED WITH SHARP HEALTHCARE (AND SHARP MEMORIAL HOSPITAL IN PARTICULAR) TO CATALYZE THEIR EFFORTS IN GERIATRIC TRAUMA THAT HAVE EXTENDED HOSPITAL-WIDE THROUGH A PROGRAM CALLED GENERATIONAL HEALTH. THE INSTITUTE COLLABORATED WITH SHARP TO DEVELOP A TOOLKIT TO SUPPORT OTHER HOSPITALS AND SYSTEMS IN IMPLEMENTING MULTIDISCIPLINARY PROGRAMS AND TO DISSEMINATE THEIR LEARNINGS THROUGHOUT CLINICAL AND RESEARCH COMMUNITIES. TRACKING OF PROCESS AND PATIENT OUTCOMES OVER THE YEAR ALLOWED FOR ASSESSMENT OF HOW SHARP'S STRATEGY IS IMPROVING PATIENT OUTCOMES AND OPPORTUNITIES FOR IMPROVEMENT. A COMPREHENSIVE OUTCOMES DOCUMENT WAS JOINTLY CREATED THAT WILL FEED INTO A CASE STUDY AND THE DESIGN OF A COLLABORATIVE RESEARCH STUDY IN 2024. CONVENING A LEARNING AND ACTION NETWORK TO ENABLE ALIGNED PARTNERSHIPS BETWEEN GEDS AND VALUE-BASED CARE ORGANIZATIONS (VBCO) BECAUSE VBCO'S ENGAGE IN VALUE-BASED PAYMENT MODELS OFFERED BY BOTH GOVERNMENT AND COMMERCIAL PAYORS, THEY HAVE A SPECIFIC INCENTIVE TO REDUCE AVOIDABLE HOSPITAL ADMISSIONS. HOWEVER, INITIAL RESEARCH CONDUCTED IN 2023 ALSO REVEALED THERE WAS NOT WIDESPREAD AWARENESS OF THE MUTUAL INTERESTS OF GEDS AND VBCOS, LET ALONE AN UNDERSTANDING OF HOW TO RIGOROUSLY ENGAGE IN CARE REDESIGN PROCESSES TO REALIZE THE POTENTIAL BENEFITS OF PARTNERSHIPS. FOR THESE REASONS AND MORE, WE DEVELOPED A PLAN TO SYSTEMATICALLY IMPROVE CARE AND LOWER COSTS FOR OLDER ADULTS BY FOSTERING MEANINGFUL VCBO/GED RESEARCH PARTNERSHIPS. IN 2023, WE LAUNCHED A SUCCESSFUL RESEARCH COLLABORATION WITH FOUR HEALTH SYSTEM GEDS INCLUDING ADVOCATE HEALTH CARE, UNIVERSITY OF NORTH CAROLINA (UNC HEALTH CARE), CLEVELAND CLINIC, AND CARE NEW ENGLAND HEALTH SYSTEM (WORKED WITH BOTH KENT HOSPITAL AND INTEGRA COMMUNITY CARE NETWORK) TO CULTIVATE PARTNERSHIPS WITH VBCOS (ACCOUNTABLE CARE ORGANIZATIONS AND CLINICALLY INTEGRATED NETWORKS) WHOSE PATIENTS WERE BEING CARED FOR IN GEDS. COMMUNICATION AND QUALITY IMPROVEMENT ACTIVITIES ARE PART OF AN ONGOING INVESTIGATION. A WHI TOOLKIT WAS DEVELOPED TO SERVE AS A GUIDE TO THE PARTICIPATING ORGANIZATIONS. ACUTE CARE RESEARCH AREA: VALUE-BASED ACUTE CARE AT HOME RESEARCH COLLABORATIONS WITH HOSPITAL SYSTEMS AND PROVIDERS IN 2023, WHI COMPLETED THE FINAL ANALYSIS OF OUR VALUE-BASED ACUTE CARE AT HOME ENGAGEMENT WITH INTEGRA COMMUNITY CARE NETWORK, UNITYPOINT HEALTH, HEALTHPARTNERS, AND THE VISITING NURSE ASSOCIATION HEALTH GROUP. AT THE END OF THE COLLABORATION, THE TEAMS COLLECTIVELY AVERTED 456 EMERGENCY DEPARTMENT VISITS AND 459 HOSPITALIZATIONS WITH AN ESTIMATED NET SAVINGS OF OVER 4.9 MILLION DOLLARS. IN ADDITION, WE COLLABORATED IN A RESEARCH ENGAGEMENT WITH HEALTHTOPIA CLINICS, AN INDEPENDENT PRIMARY, URGENT, AND INTEGRATIVE CARE PHYSICIAN PRACTICE COMMITTED TO DISRUPTING THE COSTLY CARE DELIVERY PROCESSES, PARTICULARLY FOR COMPLEX OLDER PATIENTS. OUR INVESTIGATION REVEALED THE AVAILABILITY OF OPTIONS FOR MAINTAINING ADEQUATE AUTONOMY WHILE JOINING FORCES WITH LARGER ADMINISTRATIVE ENTITIES TO GET MORE PREDICTABLE FINANCIAL RESULTS INCLUDING LESS EXPOSURE TO CATASTROPHIC OUTLIERS. DATA SCIENCE: 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, WHI ENGAGES SIGNIFICANTLY IN CHARACTERIZING THE NATURE OF ACUTE CARE UTILIZATION BROADLY. IN 2023, WHI COLLABORATED WITH HEALTHCARE PROVIDER PRESIDIUM HEALTH TO PRESENT A TALK AT THE AMERICAN ACADEMY OF HOME CARE MEDICINE (AAHCM) ENTITLED, "THEORY AND PRACTICE OF LONGITUDINAL HOME CARE MEDICINE FOR HIGH NEED, COMPLEX POPULATIONS IN VALUE BASED PAYMENT MODELS." ALONG SIMILAR LINES, WHI WORKED WITH THE INSTITUTE FOR ACCOUNTABLE CARE (IAC) TO PUBLISH AN ARTICLE ENTITLED "CHALLENGES IN PREDICTING FUTURE HIGH-COST PATIENTS FOR CARE MANAGEMENT INTERVENTIONS." DEVELOPMENT OF A CONCEPTUAL FRAMEWORK FOR ACUTE CARE AT HOME WITHIN A FLEXIBLE CONTINUUM OF CARE WHI ALSO ENGAGED IN A STUDY OF THE POST-DISCHARGE HOME VISIT WAIVER (PDHV), A BENEFIT AVAILABLE IN SOME MEDICARE VALUE-BASED PAYMENT PROGRAMS. OUR COLLABORATION WAS SPECIFICALLY DIRECTED TO AN AMBULATORY CARE TEAM AT UNITYPOINT HEALTH. THE PDHV WAIVER SPECIFICALLY ALLOWED DESIGNATED CLINICIANS SUCH AS NURSES TO VISIT PATIENTS IN THEIR HOMES, FOLLOWING A HOSPITAL-BASED EPISODE OF CARE, INCLUDING AN ED VISIT. IN THIS INVESTIGATION, IT BECAME CLEAR THAT STRONGER REFERRAL PATHWAYS WOULD NEED TO BE DEVELOPED BEFORE A SYSTEMATIC DETECTION OF CHANGE IN STATUS COULD BE EXPECTED. IN PARTNERSHIP WITH OUR COLLABORATORS AT THE INTEGRA COMMUNITY CARE NETWORK ACO AND CARE NEW ENGLAND HEALTH SYSTEM, WE DEVELOPED AN IN-DEPTH NARRATIVE OF THIS CONCEPTUAL FRAMEWORK IN AN ARTICLE PUBLISHED IN THE JOURNAL OF THE AMERICAN GERIATRIC SOCIETY (JAGS) AND ENTITLED "INTEGRA AT HOME: A FLEXIBLE CONTINUUM OF IN-HOME MEDICAL CARE FOR OLDER ADULTS WITH COMPLEX NEEDS". 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 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. MANAGING THE CHRONIC CONDITIONS AND NEEDS OF THIS HIGH-COST, HIGH-NEED POPULATION SEGMENT REQUIRES COORDINATED CARE TO ENABLE AGING-IN-PLACE AT HOME. 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) |
| FORM 990, PART III, LINE 4A, (CONTINUATION): | 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 HYPOTHESIS IS THAT BRINGING TOGETHER DATA FROM A VARIETY OF DATABASES INTO ONE SYSTEM, AND ORGANIZING DATA IN MORE USEFUL WAYS, WHICH WILL ALLOW PACE PROGRAM DECISIONMAKERS AND PROVIDERS TO ACCESS JUST-IN-TIME METRICS IN AN EASY-TO-CONSUME MANNER, SHOULD ENABLE PACE CLINICAL AND ADMINISTRATIVE STAFF TO BETTER CHARACTERIZE AREAS OF NEED, AND DELIVER TARGETED SERVICES MORE EFFICIENTLY AND EFFECTIVELY. IN 2023, WHI STUDIED A ROBUST DATA DASHBOARD CAPABILITY WHICH WAS CREATED FOR GMWP, SPECIFICALLY A SUITE OF STATIC AND DYNAMIC DASHBOARDS SUITABLE FOR ALMOST EVERY TYPE OF STAFF AND PROVIDER ROLE. THIS CAPABILITY TAKES THE SOLUTION BEYOND DASHBOARDS AND GIVES USERS THE ABILITY TO CREATE AND VISUALIZE HUNDREDS OF METRICS SPECIFIC TO THEIR OWN NEEDS. BY Q4 OF 2023, GMWP LEADERS WERE USING THIS PRODUCT/SOLUTION ON A REGULAR BASIS TO INFORM THEIR DECISION MAKING AND LEVERAGING RESEARCH AND INSIGHTS BY WHI TO OPTIMIZE THE DESIGN AND FUNCTIONALITY. REACHING THIS POINT WAS CRITICAL TO TESTING THE HYPOTHESIS THAT MAKING PACE DATA MORE USABLE WILL POSITIVELY IMPACT DECISION MAKING AND BEHAVIORS. QUALITY IMPROVEMENT (QI) RESEARCH DIRECTED TO DISCOVERING AND TESTING NEW INTERVENTIONS FOR REDUCING HIGH-COST LOW-VALUE INSTITUTIONAL-BASED SERVICES AN IMPORTANT AREA OF INVESTIGATION WITHIN A PACE MODEL IS CREATING OPPORTUNITIES AND METHODS TO DELIVER AND STUDY CARE IN-PLACE WHERE SENIORS LIVE (AND TO DO SO IN A COSTEFFECTIVE, SUSTAINABLE MANNER). THROUGHOUT 2023, WHI ADVANCED ITS VALUE-BASED CARE RESEARCH WITHIN PACE. THIS PARTICULAR RESEARCH COLLABORATION WITH GMWP INVESTIGATED AND GENERATED EVIDENCE OF LOWER COSTS AND SUSTAINABLE MODELS THAT BETTER MATCHED SERVICES TO THE NEEDS OF PACE VULNERABLE OLDER ADULTS EXPERIENCING UNSCHEDULED HEALTH EVENTS. MUCH OF THE RESEARCH CENTERED ON PROACTIVE PATIENT ENGAGEMENT AND AGILE RESPONSES TO UNPLANNED ACUTE EVENTS. THE SPECIFIC AIMS FOR THE 2023 GMWP RESEARCH WERE 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. AS PART OF THE ABOVE, WHI STUDIED A GMWP INITIATIVE TO INTERCEPT PARTICIPANTS' NON-LIFETHREATENING MEDICAL CONCERNS USING A MOBILE HEALTH SERVICE. THE STUDY WAS STRUCTURED AS A QI INVESTIGATION AND WAS DESIGNED TO TRACK THE TYPES OF MOBILE NURSING ENCOUNTERS (E.G., SCHEDULED, ON-DEMAND, URGENT) AND DETERMINE IF A VISIT TO THE ED WAS AVERTED. BY THE END OF 2023, GMWP REPORTED A DECREASE IN ED COSTS OF APPROXIMATELY $20 PER MEMBER PER MONTH AND OVER $400 PER MEMBER PER MONTH IN HOSPITAL COSTS. TESTING ADVANCED CARE PLANNING (GOALS OF CARE) PACE PROVIDERS MUST MEET THE VARIED NEEDS OF MEDICALLY COMPLEX OLDER ADULTS, WHICH INCLUDES ADVANCE CARE PLANNING. ADVANCE CARE PLANNING (ACP) IN PACE PROGRAMS IS OFTEN NARROWLY TARGETED TO END-OF-LIFE DECISIONS. HOWEVER, A GROWING BODY OF RESEARCH SUGGESTS THAT UNDERSTANDING PATIENTS' BROADER GOALS OF CARE (GOC), WHICH INCLUDES DECISIONS FOR END-OF-LIFE, CAN LEAD TO CARE THAT IS MORE CONCORDANT WITH THEIR PREFERENCES, HIGHER COMPLIANCE WITH HEALTH REGIMENS, AND GREATER PARTICIPANT AND FAMILY SATISFACTION. IN 2023, WHI FOCUSED ON WORKING CLOSELY WITH SEVERAL SERVICE LINES AT GMWP TO STUDY AND EVALUATE TASKS KEY TO ACP INCLUDING IDENTIFICATION AND DOCUMENTATION IN THE ELECTRONIC MEDICAL RECORD OF 1) A MEDICAL DECISION MAKER, 2) PHYSICIAN ORDERS FOR LIFE- SUSTAINING TREATMENT (POLST)ELECTIONS, AND 3) GOC CONVERSATIONS. BETWEEN 2022 AND 2023, THIS WORK HAS RESULTED IN VAST IMPROVEMENTS TO ACP. ASSESSING PACE PROGRAMS' DELIVERY OF BEHAVIORAL HEALTH SERVICES IN 2023, 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. AS PART OF THIS WORKSTREAM, THE TEAM CREATED AND DEPLOYED A SURVEY ABOUT BEHAVIORAL HEALTH NEEDS AND SERVICES TO ALL PACE PROGRAMS. FOLLOWING THIS SURVEY, THE STUDY TEAM HELD IN-DEPTH INTERVIEWS WITH APPROXIMATELY A DOZEN SITES. THIS WORK LED TO PUBLICATION OF A PAPER IN THE JOURNAL OF THE AMERICAN GERIATRICS SOCIETY JOURNAL THAT DOCUMENTED AND DISSEMINATED THE FINDINGS FROM THESE ENDEAVORS. IN PARTICULAR, THE FINDINGS WERE THAT IN THE ABSENCE OF PACE-SPECIFIC BH DELIVERY GUIDELINES AND GUIDANCE FROM THE FEDERAL OR STATE LEVEL FOR PACE PROGRAMS, BH SERVICE INCLUSION HAS BEEN DEVELOPED UNEVENLY ACROSS PACE ORGANIZATIONS. ASSESSING THE LANDSCAPE OF BH INCLUSION ACROSS PACE ORGANIZATIONS, WHICH IS WHAT THE TEAM DID, IS A STEP TOWARD EVIDENCE-BASED AND STANDARDIZED INCLUSION OF BH WITHIN THE ALL-INCLUSIVE CARE MODEL. ADDITIONALLY, IN 2023, THE TEAM CREATED WORKFLOWS AND TOOLS FOR INTEGRATING BEHAVIORAL HEALTH WITHIN PACE ORGANIZATIONS. SENIOR-APPROPRIATE TELEHEALTH RESEARCH GIVEN THE ENDURING INCREASE IN USE OF TELEHEALTH WITH THE SENIOR POPULATION IN THE WAKE OF THE PANDEMIC, WHI HAS SOUGHT TO ENSURE THAT TELEHEALTH IS DELIVERED IN A MANNER THAT IS "AGE-INCLUSIVE" IN THAT IT ACCOUNTS FOR OLDER ADULTS' UNIQUE NEEDS. TO SUPPORT RESEARCH AND EVALUATION OF AGE-INCLUSIVE TELEHEALTH PROGRAMS, WEST HEALTH INSTITUTE PARTNERED WITH THE UNIVERSITY OF VIRGINIA HEALTH SYSTEM DEPARTMENT OF GERIATRICS AND THE MID- ATLANTIC TELEHEALTH RESOURCE CENTER TO CREATE (1) THE COLLABORATIVE FOR TELEHEALTH AND AGING, AND (2) THE CENTER OF EXCELLENCE FOR TELEHEALTH AND AGING. IN 2023, WHI FOCUSED ON INCREASING THE RELEVANCE, CREDIBILITY, AND VISIBILITY OF THIS INITIATIVE. A KEY PRIORITY WAS LAUNCHING THE AGE-INCLUSIVE TELEHEALTH PLEDGE CAMPAIGN, TO BROADLY DRIVE THE ADOPTION AND IMPLEMENTATION OF THE PRINCIPLES AND GUIDELINES IN HOSPITALS AND HEALTH SYSTEMS. THIS EFFORT HAS GARNERED SUPPORT FROM OVER 50 ORGANIZATIONS. WHI ALSO DEVELOPED RESOURCES TO SUPPORT HEALTHCARE PROVIDERS IN IMPLEMENTING AGE-INCLUSIVE TELEHEALTH PRACTICES. THESE INCLUDED THE TELEHEALTH EQUITY TOOLKIT, SIX CASE STUDIES AND PROGRAM WRITE-UPS SHOWCASING SUCCESSFUL IMPLEMENTATION, AND A VIDEO TESTIMONIAL SERIES HIGHLIGHTING THE IMPACT OF THESE PRACTICES. ADDITIONALLY, WHI LAUNCHED AN AWARD TO RECOGNIZE INNOVATIVE AGE-INCLUSIVE TELEHEALTH PROGRAMS. |
| FORM 990, PART III, LINE 4B | COST OF HEALTHCARE 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 2023, 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, THE GEORGETOWN CENTER FOR HEALTH INSURANCE REFORM, FAMILIES USA, THE NATIONAL ACADEMY FOR STATE HEALTH POLICY, HEALTH MANAGEMENT ASSOCIATES, THE PURCHASER BUSINESS GROUP ON HEALTH, AND THE HEALTHCARE COST INSTITUTE (HCCI). 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 2023. WE COLLABORATED ON PUBLIC POLLING ACTIVITIES AT THE STATE AND NATIONAL LEVEL WITH GALLUP AND OTHERS. WE CONTINUED TO SHINE LIGHT ON THE STRUGGLE TO PAY FOR HEALTHCARE FACED BY A LARGE PORTION OF THE NATION, AND ALSO ON THE SACRIFICES BEING MADE TO AFFORD CARE. TWO COMPOSITE INDICES WERE LEVERAGED AS PART OF THIS POLLING/AWARENESS WORK: THE WEST HEALTH-GALLUP HEALTHCARE AFFORDABILITY INDEX AND HEALTHCARE VALUE INDEX. THE HEALTHCARE AFFORDABILITY INDEX ASSESSES THE PUBLIC'S ABILITY TO AFFORD THE HEALTHCARE THEY NEED, WHILE THE HEALTHCARE VALUE INDEX SYNTHESIZES AMERICANS' PERCEPTIONS OF THE QUALITY OF CARE RELATIVE TO COST. IN 2023, WHI HAD A HIGHLY SUCCESSFUL RELEASE RELATED TO SAFETY AND QUALITY OF CARE IN NURSING HOMES AND WE CONTINUED TO SHINE A LIGHT ON THE BURDEN OF HIGH HEALTHCARE COSTS ON THE AMERICAN PEOPLE THROUGH OUR SURVEYS. WE ALSO RELEASED THE 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: - ROUNDTABLE CONVERSATION AND ANALYSIS AROUND REFORMS TO THE PHARMACY BENEFIT MANAGER (PBM) SYSTEM TO FIND POLICIES THAT BOTH PROTECT THEIR ABILITY TO NEGOTIATE DISCOUNTS WHILE ENSURING THAT THOSE DISCOUNTS ARE PASSED TO PAYERS AND PATIENTS - 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 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 THAT HIGHLIGHTED HIGH PROVIDER PRICING AND EXPLORATION OF WAYS THAT EMPLOYERS AND POLICYMAKERS COULD ENGAGE MORE TO LOWER HEALTHCARE SPENDING ON EMPLOYER-BASED INSURANCE |
| 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 PREFORMED 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 $1,069,793. |
| FORM 990, PART VI, SECTION A, LINE 4 | ON SEPTEMBER 21, 2023, THE BOARD OF DIRECTORS APPROVED AMENDING AND RESTATING THE BYLAWS. THE KEY CHANGES OF THE AMENDED BYLAWS INCLUDE: 1) UPDATE OF "PURPOSES" SECTION, 2) UPDATED THE PERMANENT MEMBER AS THE GARY AND MARY WEST CHARITABLE TRUST, DBA GARY AND MARY WEST FOUNDATION, 3) ADDED REQUIREMENT FOR 80% OF MEMBERS TO APPROVE CHANGES TO THE NUMBER OF MEMBERS, 4) ADDED REQUIREMENT THAT FOR A QUORUM TO EXIST, THE PERMANENT MEMBER MUST BE PRESENT, 5) ADDED A RESTRICTION OF THE BOARD OF DIRECTORS TO BE NO MORE THAN 5 MEMBERS, 6) ADDED REQUIREMENT FOR DIRECTORS TO BE APPOINTED BY AN 80% VOTE OF THE MEMBERS, 7) ALLOW FOR BOARD OF DIRECTORS TO ACT UPON A 2/3 MAJORITY VOTE, 8) REMOVED THE ROLE OF "EXECUTIVE VICE PRESIDENT", 9) ADDED DEFINITION OF THE WORD "SENIORS". ON OCTOBER 16, 2023 THE CERTIFICATE OF INCORPORATION OF WHI WAS AMENDED AND RESTATED. THE KEY CHANGES TO THE CERTIFICATE OF INCORPORATION INCLUDE: 1) UPDATE OF WHI'S SPECIFIC PURPOSES, 2) INCREASE THE VOTES NEEDED TO DISSOLVE THE CORPORATION OR AMEND THE CERTIFICATE, 3) ADD EDUCATIONAL TO THE LIST OF PURPOSES FOR WHICH ASSETS MAY BE DISTRIBUTED UPON DISSOLUTION, 4) REDUCE THE MAXIMUM NUMBER OF DIRECTORS, 5) GRANT DIRECTORS THE POWER TO MAKE AND CHANGE BYLAWS AND INCREASE THE VOTE NEEDED TO AMEND BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A NON-PROFIT, NON-STOCK CORPORATION WITH THREE MEMBERS DURING 2023. ONE INSTITUTIONAL MEMBER DESIGNATED AS A PERMANENT MEMBER, THE GARY AND MARY WEST CHARITABLE TRUST AND TWO NON-INSTITUTIONAL 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 2023 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 DONE 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 2,768,940. MANAGEMENT AND GENERAL EXPENSES 1,427,248. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,196,188. RESEARCH STUDIES: PROGRAM SERVICE EXPENSES 4,368,735. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,368,735. OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 693. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 693. STAKEHOLDER COMMUNICATIONS: PROGRAM SERVICE EXPENSES 39,280. MANAGEMENT AND GENERAL EXPENSES 33,459. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,739. |
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 | 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. |
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