HIV AND HEPATITIS POLICY INSTITUTE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HIV AND HEPATITIS POLICY INSTITUTE (EIN 84-4147678)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-04
IRS object ID
202433099349302723
Schema version
2023v5.0
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)
Return2024-11-04T16:20:00-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN465664616PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CPA DEPARTMENTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112001 SUNRISE VALLEY DR STE 303AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844147678EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HIV AND HEPATITIS POLICYBusinessNameLine1Txt
Business Name Line2INSTITUTEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHIVABusinessNameControlTxt
Phone2024623042PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11602B BELMONT ST NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARL E SCHMID IIPersonNm
Person TitlePRESIDENT/EXEC DIRPersonTitleTxt
Phone2027835550PhoneNum
Signature2024-11-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER EUBANKS CPAPreparerPersonNm
PTINP01784811PTIN
Phone7037292882PhoneNum
Preparation2024-11-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCARL E SCHMID IIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11602B BELMONT ST NWAddressLine1Txt
Address Line2APT 2AddressLine2Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,313,570GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://HIVHEP.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2019FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE HIV AND HEPATITIS POLICY INSTITUTE PROMOTES QUALITY AND AFFORDABLE HEALTHCARE FOR PEOPLE LIVING WITH OR AT RISK OF HIV, HEPATITIS, AND OTHER SERIOUS CHRONIC HEALTH CONDITIONS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,182,550PYContributionsGrantsAmt
CY Contributions Grants$1,300,000CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$13,570CYInvestmentIncomeAmt
PY Other Revenue$75,000PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,257,550PYTotalRevenueAmt
CY Total Revenue$1,313,570CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$491,187PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$555,078CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$15,452CYTotalFundraisingExpenseAmt
PY Other Expenses$657,404PYOtherExpensesAmt
CY Other Expenses$482,796CYOtherExpensesAmt
PY Total Expenses$1,148,591PYTotalExpensesAmt
CY Total Expenses$1,037,874CYTotalExpensesAmt
PY Revenues Less Expenses$108,959PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$275,696CYRevenuesLessExpensesAmt
Total Assets BOY$821,996TotalAssetsBOYAmt
Total Assets EOY$1,097,692TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$821,996NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,097,692NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE HIV+HEPATITIS POLICY INSTITUTE PROMOTES QUALITY AND AFFORDABLE HEALTHCARE FOR PEOPLE LIVING WITH OR AT RISK OF HIV, HEPATITIS, AND OTHER SERIOUS AND CHRONIC HEALTH CONDITIONS. MONITORS POLICIES THAT IMPACT THE PREVENTION AND TREATMENT OF HIV, VIRAL HEPATITIS, AND OTHER HEALTH CONDITIONS IN THE UNITED STATES. COMMUNICATES WITH MEMBERS OF THE HIV, HEPATITIS, AND OTHER PATIENT GROUP COMMUNITIES ON KEY POLICY ISSUES THAT IMPACT THEIR ACCESS TO HEALTHCARE. EDUCATES POLICYMAKERS AND MEMBERS OF THE MEDIA ABOUT EFFORTS TO END BOTH HIV AND HEPATITIS IN THE UNITED STATES AND TO IMPROVE ACCESS TO QUALITY AND AFFORDABLE HEALTHCARE FOR PEOPLE WITH OR AT RISK OF SERIOUS OR CHRONIC HEALTH CONDITIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$408,546ExpenseAmt
DescHIV: HIV+HEP CARRIED OUT ACTIVITIES THAT ADVANCE POLICIES AND PROGRAMS THAT INCREASE HIV PREVENTION AND TREATMENT, INCLUDING THE RYAN WHITE HIV/AIDS PROGRAM AND THE ACTIVITIES OF THE CENTERS FOR DISEASE CONTROL AND PREVENTION HIV DIVISION. AS THE FEDERAL GOVERNMENT CONTINUES TO FOCUS ON ACTIVITIES TO END HIV IN THE UNITED STATES, HIV+HEP PARTICIPATED IN ONGOING OPPORTUNITIES TO DEVELOP AND IMPLEMENT THE PROGRAMS AND POLICIES TO ACHIEVE THE GOALS OF THE INITIATIVE. ONE AREA OF FOCUS WAS PRE-EXPOSURE PROPHYLAXIS (PREP), A DRUG THAT PREVENTS HIV, INCLUDING PRIVATE INSURANCE COVERAGE, ZERO PATIENT COST-SHARING OBLIGATIONS BY INSURERS, AND THE CREATION OF A NATIONAL PREP PROGRAM. WE CONTINUED TO ENGAGE A MODELING FIRM TO UPDATE THE IMPACT ON REDUCING HIV INFECTIONS BASED ON USING AN INCREASED UPTAKE OF LONG-ACTING VERSUS ORAL DRUGS. WE ALSO RESPONDED TO MANY COMPLAINTS BY PREP USERS WHO WERE BEING ILLEGALLY CHARGED COST-SHARING FOR PREP OR THE ASSOCIATED LABS AND HELPED THEM WITH THEIR INSURERS AND REGULATORS. WE BROUGHT THIS ONGOING ISSUE TO POLICYMAKERS AND THE MEDIA. WE ALSO MONITORED A LEGAL CASE THAT CHALLENGED THE PREVENTIVE SERVICES COVERAGE REQUIREMENTS INCLUDED IN THE AFFORDABLE CARE ACT AND SUBMITTED AN AMICUS BRIEF THAT OVER 30 HIV AND HEPATITIS ORGANIZATIONS SIGNED ONTO. HIV+HEP WORKED TO ENSURE ACCESS TO ALL ANTIRETROVIRALS TO TREAT HIV IN THE MEDICARE PART D PROGRAM AND THE PRIVATE INSURANCE MARKET. WE REVIEWED INSURANCE BENEFIT DESIGN TO ENSURE PLANS WERE COMPLIANT WITH THE ACA. AS PART OF ALL ITS WORK IT ENSURED THAT THE POLICIES AND PROGRAM BEST MEET THE NEEDS OF THOSE HIGHLY IMPACTED BY HIV INCLUDING GAY MEN, TRANSGENDER WOMEN, BLACKS AND LATINOS, DRUG USERS, AND THE POOR. HIV+HEP SPOKE AT NUMEROUS HIV MEETINGS AND WEBINARS, SUBMITTED PUBLIC COMMENTS AND TESTIMONY, ISSUED PRESS RELEASES, RESPONDED TO MEDIA INQUIRIES, AND CONDUCTED OTHER MEDIA ACTIVITIES. THIS WORK WAS CONDUCTED ON ITS OWN AND IN COALITION WITH OTHERS, INCLUDING THE WORKGROUPS OF THE FEDERAL AIDS POLICY PARTNERSHIP.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$123,328ExpenseAmt
DescHEPATITIS: HIV+HEP CARRIED OUT ACTIVITIES THAT ADVANCE POLICIES AND PROGRAMS THAT INCREASE VIRAL HEPATITIS PREVENTION AND TREATMENT, INCLUDING THE ACTIVITIES OF THE CENTERS FOR DISEASE CONTROL AND PREVENTION VIRAL HEPATITIS DIVISION. THE PRINCIPAL FOCUS OF HIV+HEP'S ACTIVITIES WAS TO ENSURE THERE ARE SUFFICIENT RESOURCES FOR STATES AND COMMUNITY-BASED ORGANIZATIONS TO OFFER HEPATITIS TESTING, CONDUCT SURVEILLANCE, AND LINK PEOPLE WITH HEPATITIS TO HEALTHCARE AND THE TREATMENT THEY NEED TO MAINTAIN THEIR HEALTH OR IN THE CASE OF HEPATITIS C, TO BE CURED. HIV+HEP OFFERED COMMENTS ON THE ADMINISTRATION'S PROPOSAL TO END HEPATITIS C. HIV+HEP SUBMITTED PUBLIC COMMENTS AND TESTIMONY, ISSUED PRESS RELEASES, RESPONDED TO MEDIA INQUIRIES AND CONDUCTED OTHER MEDIA ACTIVITIES. SINCE MANY PEOPLE IMPACTED BY HEPATITIS ARE INJECTED DRUGS USERS, HIV+HEP ALSO FOCUSED ON THEIR NEEDS AND OTHERS ASSOCIATED WITH THE OPIOID EPIDEMIC. THIS WORK WAS CONDUCTED ON ITS OWN AND IN COALITION WITH OTHERS, INCLUDING THE HEPATITIS APPROPRIATIONS COALITION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$378,262ExpenseAmt
DescGENERAL HEALTHCARE ACCESS: HIV+HEP WORKED TO ENSURE PEOPLE LIVING WITH SERIOUS AND CHRONIC HEALTH CONDITIONS HAVE ACCESS TO AFFORDABLE HEALTHCARE, INCLUDING PRESCRIPTION DRUGS. THIS INCLUDED POLICY ANALYSIS IN THE AREAS OF MEDICAID, MEDICARE, AND PRIVATE INSURANCE. HIV+HEP EDUCATED THE PATIENT COMMUNITY, THE MEDIA, AND POLICYMAKERS AT THE FEDERAL AND STATE LEVELS, ON THE IMPORTANCE OF COPAY ASSISTANCE FOR PRESCRIPTION DRUGS. WE CONTINUED TO PARTICIPATE IN OUR LEGAL CHALLENGE OF THE FEDERAL REGULATION THAT ALLOWS INSURERS TO IMPLEMENT COPAY ACCUMULATOR PROGRAMS. HIV+HEP ALSO PARTICIPATED IN THE ACTIVITIES OF THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS, WHERE WE FOCUSED ON THE IMPACT OF PHARMACY BENEFIT MANAGERS ON PATIENT ACCESS AND AFFORDABILITY OF PRESCRIPTION DRUGS, PRIOR AUTHORIZATION PROCESSES AND COVERAGE OF PREVENTIVE SERVICES. HIV+HEP SUBMITTED COMMENTS ON PROPOSED EXECUTIVE AGENCY REGULATIONS, ISSUED PRESS RELEASES AND RESPONDED TO MEDIA INQUIRIES, AND PRESENTED BEFORE PATIENT GROUPS. THIS WORK WAS PERFORMED ON ITS OWN AND IN COALITION WITH OTHER PATIENT GROUPS, INCLUDING THE PARTNERSHIP FOR PART D, MEDICARE ACCESS FOR PATIENTS RX (MAPRX), AND ALL COPAYS COUNT COALITION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$910,136TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCARL E SCHMID IIPersonNm
Phone2024623042PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11602B BELMONT ST NWAddressLine1Txt
Address Line2APT 2AddressLine2Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
CARL E SCHMID II
PRESIDENT/EX60.00Yes (X)Yes (X)$256,758$0$48,243
KEVIN HERWIG
HEALTH POLIC40.00$125,000$0$16,963Yes (X)
ERIN DARLING
DIRECTORYes (X)$0$0$0
MARC MEACHEM
DIRECTORYes (X)$0$0$0
JUSTIN C SMITH MS MPH
SECRETARY/DIYes (X)Yes (X)$0$0$0
RAFAELE NARVAEZ
DIRECTORYes (X)$0$0$0
REKHA RAMESH
TREASURER/DIYes (X)Yes (X)$0$0$0
ANDREW SPERLING
VICE PRESIDEYes (X)$0$0$0
PAM TRAXEL
DIRECTORYes (X)$0$0$0
STEVEN R YOUNG
DIRECTORYes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$381,758TotalReportableCompFromOrgAmt
Total Other Compensation$65,206TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEYBRIDGE COMMUNICATIONS LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11722A WISCONSIN AVE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20007ZIPCd
FieldValueIRS element (for citing)
ServicesPUBLIC RELATIONServicesDesc
Compensation$174,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$755,000MembershipDuesAmt
All Other Contributions$545,000AllOtherContributionsAmt
Total Contributions$1,300,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,570TotalRevenueColumnAmt
Exclusion$13,570ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,313,570TotalRevenueColumnAmt
Exclusion$13,570ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$256,758TotalAmt
Program Services$215,815ProgramServicesAmt
Management And General$33,796ManagementAndGeneralAmt
Fundraising$7,147FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$205,721TotalAmt
Program Services$172,916ProgramServicesAmt
Management And General$27,078ManagementAndGeneralAmt
Fundraising$5,727FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,471TotalAmt
Program Services$15,526ProgramServicesAmt
Management And General$2,431ManagementAndGeneralAmt
Fundraising$514FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$42,207TotalAmt
Program Services$35,477ProgramServicesAmt
Management And General$5,555ManagementAndGeneralAmt
Fundraising$1,175FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$31,921TotalAmt
Program Services$26,830ProgramServicesAmt
Management And General$4,202ManagementAndGeneralAmt
Fundraising$889FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$289,293TotalAmt
Program Services$289,293ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$54,266TotalAmt
Program Services$54,166ProgramServicesAmt
Management And General$100ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,732TotalAmt
Management And General$7,732ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$55,882TotalAmt
Program Services$54,591ProgramServicesAmt
Management And General$1,291ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,331TotalAmt
Management And General$2,331ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,724TotalAmt
Management And General$1,724ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,715TotalAmt
Management And General$2,715ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,009TotalAmt
Program Services$3,820ProgramServicesAmt
Management And General$189ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$21,844TotalAmt
Program Services$21,844ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,818TotalAmt
Management And General$3,818ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES & SUBSCRIPTIONS$23,841$5,100$18,741
PREP MODELING$14,000$14,000
MEALS$1,153$758$395
OTHER SMALL EQUIPMENT$188$188

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,037,874TotalAmt
Program Services$910,136ProgramServicesAmt
Management And General$112,286ManagementAndGeneralAmt
Fundraising$15,452FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$821,996BOYAmt
EOY$110,122EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$987,570EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$821,996BOYAmt
EOY$1,097,692EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$821,996BOYAmt
EOY$1,097,692EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$821,996BOYAmt
EOY$1,097,692EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$821,996BOYAmt
EOY$1,097,692EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$275,696ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$722,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,082,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,182,550CurrentTaxYearMinus1YearAmt
Current Tax Year$1,300,000CurrentTaxYearAmt
Total$4,287,050TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$722,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,082,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,182,550CurrentTaxYearMinus1YearAmt
Current Tax Year$1,300,000CurrentTaxYearAmt
Total$4,287,050TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$562,416SubstantialContributorsTotAmt
Public Support Total170$3,724,634PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$13,570CurrentTaxYearAmt
Total$13,570TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$75,000CurrentTaxYearMinus1YearAmt
Total$75,000TotalAmt
FieldValueIRS element (for citing)
Total Support$4,375,620TotalSupportAmt
Gross Receipts Rltd Activities$300GrossReceiptsRltdActivitiesAmt
First5 Years170Yes (X)First5Years170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationPREP MODELING 75,000ExplanationTxt

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 C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$91,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$91,000FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$91,000FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$18,200FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,550FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$72,800FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$11,989CurrentYearMinus3Amt
Current Year Minus2$13,345CurrentYearMinus2Amt
Current Year Minus1$14,600CurrentYearMinus1Amt
Current Year$18,200CurrentYearAmt
Total$58,134TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$87,201LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$59,947CurrentYearMinus3Amt
Current Year Minus2$66,726CurrentYearMinus2Amt
Current Year Minus1$73,000CurrentYearMinus1Amt
Current Year$91,000CurrentYearAmt
Total$290,673TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$2,997CurrentYearMinus3Amt
Current Year Minus2$3,336CurrentYearMinus2Amt
Current Year Minus1$3,650CurrentYearMinus1Amt
Current Year$4,550CurrentYearAmt
Total$14,533TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$21,800GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-AFormAndLineReferenceDesc
ExplanationN/AExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCARL E SCHMID IIPersonNm
TitlePRESIDENT/EXEC DIRTitleTxt
Base Compensation Filing Org$256,758BaseCompensationFilingOrgAmt
Deferred Compensation Flng Org$30,000DeferredCompensationFlngOrgAmt
Nontaxable Benefits Filing Org$18,243NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$305,001TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE HIV+HEPATITIS POLICY INSTITUTE PROMOTES QUALITY AND AFFORDABLE HEALTHCARE FOR PEOPLE LIVING WITH OR AT RISK OF HIV, HEPATITIS, AND OTHER SERIOUS AND CHRONIC HEALTH CONDITIONS. MONITORS POLICIES THAT IMPACT THE PREVENTION AND TREATMENT OF HIV, VIRAL HEPATITIS, AND OTHER HEALTH CONDITIONS IN THE UNITED STATES. COMMUNICATES WITH MEMBERS OF THE HIV, HEPATITIS, AND OTHER PATIENT GROUP COMMUNITIES ON KEY POLICY ISSUES THAT IMPACT THEIR ACCESS TO HEALTHCARE. EDUCATES POLICYMAKERS AND MEMBERS OF THE MEDIA ABOUT EFFORTS TO END BOTH HIV AND HEPATITIS IN THE UNITED STATES AND TO IMPROVE ACCESS TO QUALITY AND AFFORDABLE HEALTHCARE FOR PEOPLE WITH OR AT RISK OF SERIOUS OR CHRONIC HEALTH CONDITIONS.
FORM 990, PAGE 2, PART III, LINE 4AHIV: HIV+HEP CARRIED OUT ACTIVITIES THAT ADVANCE POLICIES AND PROGRAMS THAT INCREASE HIV PREVENTION AND TREATMENT, INCLUDING THE RYAN WHITE HIV/AIDS PROGRAM AND THE ACTIVITIES OF THE CENTERS FOR DISEASE CONTROL AND PREVENTION HIV DIVISION. AS THE FEDERAL GOVERNMENT CONTINUES TO FOCUS ON ACTIVITIES TO END HIV IN THE UNITED STATES, HIV+HEP PARTICIPATED IN ONGOING OPPORTUNITIES TO DEVELOP AND IMPLEMENT THE PROGRAMS AND POLICIES TO ACHIEVE THE GOALS OF THE INITIATIVE. ONE AREA OF FOCUS WAS PRE-EXPOSURE PROPHYLAXIS (PREP), A DRUG THAT PREVENTS HIV, INCLUDING PRIVATE INSURANCE COVERAGE, ZERO PATIENT COST-SHARING OBLIGATIONS BY INSURERS, AND THE CREATION OF A NATIONAL PREP PROGRAM. WE CONTINUED TO ENGAGE A MODELING FIRM TO UPDATE THE IMPACT ON REDUCING HIV INFECTIONS BASED ON USING AN INCREASED UPTAKE OF LONG-ACTING VERSUS ORAL DRUGS. WE ALSO RESPONDED TO MANY COMPLAINTS BY PREP USERS WHO WERE BEING ILLEGALLY CHARGED COST-SHARING FOR PREP OR THE ASSOCIATED LABS AND HELPED THEM WITH THEIR INSURERS AND REGULATORS. WE BROUGHT THIS ONGOING ISSUE TO POLICYMAKERS AND THE MEDIA. WE ALSO MONITORED A LEGAL CASE THAT CHALLENGED THE PREVENTIVE SERVICES COVERAGE REQUIREMENTS INCLUDED IN THE AFFORDABLE CARE ACT AND SUBMITTED AN AMICUS BRIEF THAT OVER 30 HIV AND HEPATITIS ORGANIZATIONS SIGNED ONTO. HIV+HEP WORKED TO ENSURE ACCESS TO ALL ANTIRETROVIRALS TO TREAT HIV IN THE MEDICARE PART D PROGRAM AND THE PRIVATE INSURANCE MARKET. WE REVIEWED INSURANCE BENEFIT DESIGN TO ENSURE PLANS WERE COMPLIANT WITH THE ACA. AS PART OF ALL ITS WORK IT ENSURED THAT THE POLICIES AND PROGRAM BEST MEET THE NEEDS OF THOSE HIGHLY IMPACTED BY HIV INCLUDING GAY MEN, TRANSGENDER WOMEN, BLACKS AND LATINOS, DRUG USERS, AND THE POOR. HIV+HEP SPOKE AT NUMEROUS HIV MEETINGS AND WEBINARS, SUBMITTED PUBLIC COMMENTS AND TESTIMONY, ISSUED PRESS RELEASES, RESPONDED TO MEDIA INQUIRIES, AND CONDUCTED OTHER MEDIA ACTIVITIES. THIS WORK WAS CONDUCTED ON ITS OWN AND IN COALITION WITH OTHERS, INCLUDING THE WORKGROUPS OF THE FEDERAL AIDS POLICY PARTNERSHIP.
FORM 990, PAGE 2, PART III, LINE 4BHEPATITIS: HIV+HEP CARRIED OUT ACTIVITIES THAT ADVANCE POLICIES AND PROGRAMS THAT INCREASE VIRAL HEPATITIS PREVENTION AND TREATMENT, INCLUDING THE ACTIVITIES OF THE CENTERS FOR DISEASE CONTROL AND PREVENTION VIRAL HEPATITIS DIVISION. THE PRINCIPAL FOCUS OF HIV+HEP'S ACTIVITIES WAS TO ENSURE THERE ARE SUFFICIENT RESOURCES FOR STATES AND COMMUNITY-BASED ORGANIZATIONS TO OFFER HEPATITIS TESTING, CONDUCT SURVEILLANCE, AND LINK PEOPLE WITH HEPATITIS TO HEALTHCARE AND THE TREATMENT THEY NEED TO MAINTAIN THEIR HEALTH OR IN THE CASE OF HEPATITIS C, TO BE CURED. HIV+HEP OFFERED COMMENTS ON THE ADMINISTRATION'S PROPOSAL TO END HEPATITIS C. HIV+HEP SUBMITTED PUBLIC COMMENTS AND TESTIMONY, ISSUED PRESS RELEASES, RESPONDED TO MEDIA INQUIRIES AND CONDUCTED OTHER MEDIA ACTIVITIES. SINCE MANY PEOPLE IMPACTED BY HEPATITIS ARE INJECTED DRUGS USERS, HIV+HEP ALSO FOCUSED ON THEIR NEEDS AND OTHERS ASSOCIATED WITH THE OPIOID EPIDEMIC. THIS WORK WAS CONDUCTED ON ITS OWN AND IN COALITION WITH OTHERS, INCLUDING THE HEPATITIS APPROPRIATIONS COALITION.
FORM 990, PAGE 2, PART III, LINE 4CGENERAL HEALTHCARE ACCESS: HIV+HEP WORKED TO ENSURE PEOPLE LIVING WITH SERIOUS AND CHRONIC HEALTH CONDITIONS HAVE ACCESS TO AFFORDABLE HEALTHCARE, INCLUDING PRESCRIPTION DRUGS. THIS INCLUDED POLICY ANALYSIS IN THE AREAS OF MEDICAID, MEDICARE, AND PRIVATE INSURANCE. HIV+HEP EDUCATED THE PATIENT COMMUNITY, THE MEDIA, AND POLICYMAKERS AT THE FEDERAL AND STATE LEVELS, ON THE IMPORTANCE OF COPAY ASSISTANCE FOR PRESCRIPTION DRUGS. WE CONTINUED TO PARTICIPATE IN OUR LEGAL CHALLENGE OF THE FEDERAL REGULATION THAT ALLOWS INSURERS TO IMPLEMENT COPAY ACCUMULATOR PROGRAMS. HIV+HEP ALSO PARTICIPATED IN THE ACTIVITIES OF THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS, WHERE WE FOCUSED ON THE IMPACT OF PHARMACY BENEFIT MANAGERS ON PATIENT ACCESS AND AFFORDABILITY OF PRESCRIPTION DRUGS, PRIOR AUTHORIZATION PROCESSES AND COVERAGE OF PREVENTIVE SERVICES. HIV+HEP SUBMITTED COMMENTS ON PROPOSED EXECUTIVE AGENCY REGULATIONS, ISSUED PRESS RELEASES AND RESPONDED TO MEDIA INQUIRIES, AND PRESENTED BEFORE PATIENT GROUPS. THIS WORK WAS PERFORMED ON ITS OWN AND IN COALITION WITH OTHER PATIENT GROUPS, INCLUDING THE PARTNERSHIP FOR PART D, MEDICARE ACCESS FOR PATIENTS RX (MAPRX), AND ALL COPAYS COUNT COALITION.
FORM 990, PAGE 6, PART VI, LINE 11BA COPY OF THE INSTITUTE'S 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CANY POTENTIAL CONFLICT OF INTEREST IS DISCUSSED WITH THE FULL BOARD.
FORM 990, PAGE 6, PART VI, LINE 15ATHE BOARD OF DIRECTORS HAS A THREE MEMBER COMPENSATION COMMITTEE WHO DETERMINES THE SALARY OF THE EXECUTIVE DIRECTOR. THE COMMITTEE DETERMINES THE LEVEL OF COMPENSATION ON SALARY HISTORY, JOB PERFORMANCE, AND COMPARISON TO OTHER SIMILAR POSITIONS IN THE WASHINGTON DC AREA. AFTER THE COMMITTEE DELIBERATES AND COMES TO A DECISION, THEIR DECISION IS DOCUMENTED AND RELAYED TO THE EXECUTIVE DIRECTOR.
FORM 990, PAGE 6, PART VI, LINE 19MEMBERS OF THE PUBLIC CAN CONTACT THE ORGANIZATION TO RECEIVE DOCUMENTS THROUGH THE WEBSITE PORTAL VIA "CONTACT US".

Averaging Attachment AveragingAttachment

FieldValueIRS element (for citing)
ExplanationN/AExplanationTxt

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