GARY AND MARY WEST HEALTH INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND MARY WEST HEALTH INSTITUTE (EIN 26-4146730)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-30
- IRS object ID
- 202313039349301811
- Schema version
- 2022v5.0
- 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
- 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 | 2023-10-30T12:49:15-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHELLEY | PersonFirstNm |
| Person Last | LYFORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $17,482,584 | 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 | 32 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,000,963 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,407,144 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1 | PYInvestmentIncomeAmt |
| CY Investment Income | -$4,340 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,335 | PYOtherRevenueAmt |
| CY Other Revenue | $75,437 | CYOtherRevenueAmt |
| PY Total Revenue | $21,045,299 | PYTotalRevenueAmt |
| CY Total Revenue | $17,478,241 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,621 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,283 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,958,334 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,414,013 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,181,484 | PYOtherExpensesAmt |
| CY Other Expenses | $15,778,650 | CYOtherExpensesAmt |
| PY Total Expenses | $20,148,439 | PYTotalExpensesAmt |
| CY Total Expenses | $21,199,946 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $896,860 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,721,705 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,819,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,273,627 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,012,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,188,932 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,806,400 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,084,695 | 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 | $15,398,501 | ExpenseAmt |
| Grant | $7,283 | GrantAmt |
| Desc | OVER THE COURSE OF 2022, 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 2022 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 2022, 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):GED HEATMAP: DEVELOPING TOOLS TO INCREASE SCOPE OF COLLABORATIVE WORK WITH STAKEHOLDERS GERIATRIC EMERGENCY DEPARTMENTS ARE A RESOURCE THAT, IDEALLY, SHOULD EXPAND TO MEET THE NEEDS OF AMERICA'S STEADILY GROWING OLDER ADULT POPULATION. IN ORDER TO CHART THE SPREAD OF ACCREDITED GERIATRIC EMERGENCY DEPARTMENTS AT US HOSPITALS, THE INSTITUTE IS INTERNALLY DEVELOPING AN INSTRUMENT THAT QUANTIFIES WHERE ACCESS IS NEEDED AND FOCUSES ON HIGH-RISK SITES. THIS TOOL CONSISTS OF ELIGIBLE ACUTE CARE FACILITIES, POPULATION- LEVEL DATA AND EXISTING ACCREDITED SITES. THIS INTERACTIVE "HEATMAP" IS BEING ENGINEERED TO EXAMINE THE DISTRIBUTION OF GED'S ACROSS THE COUNTRY AND ASSESS THE NEED FOR ADOPTION. FOR COLLABORATORS, THIS HEATMAP CAN TARGET WHICH AREAS INDICATE POTENTIAL FUTURE SITES FOR ACCREDITATION. FOR RESEARCHERS, THIS EVIDENCE-BASED TOOL CAN HELP WITH STUDYING SCALABILITY. GED DASHBOARD: GIVING GEDS A TOOL TO TRACK PROGRESS:GEDS NEED DATA TO DRIVE THEIR OWN DECISION-MAKING AND INFORM ON-GOING PROCESS IMPROVEMENTS. WHI HAS DEVELOPED AND HOSTS A DASHBOARD FOR PARTICIPATING GEDS THAT ENABLES THEM TO TRACK THEIR PROGRESS OVER TIME AGAINST THEIR OWN GOALS. THE INSTITUTE HAS COLLECTED AGGREGATE LEVEL DATA FROM PILOTING EMERGENCY DEPARTMENTS AND BEGUN TESTING THE PLATFORM TO DETERMINE USABILITY AND ALIGNMENT TO STRATEGIC GOALS FOR EMERGENCY DEPARTMENT LEADERS.EXAMINING THE DIFFERENCES IN THE COST OF CARE FOR GED PATIENTS:THE UNIVERSITY OF CALIFORNIA SAN DIEGO (UCSD) HOSPITAL HEALTH COLLABORATION HAS PROVEN TO BE A SUCCESSFUL PARTNERSHIP AS THEY PAVED THE WAY FOR ALL UC HEALTH SYSTEMS IN CALIFORNIA TO ACHIEVE GED ACCREDITATION WITH WHI SUPPORT. THIS YEAR, TO ILLUSTRATE THE VALUE OF GEDS TO INTERNAL AND EXTERNAL STAKEHOLDERS, THE INSTITUTE COLLABORATED WITH UCSD IN CONDUCTING A COSTING STUDY TO ASSESS DIFFERENCES IN THE COST OF CARE FOR PATIENTS WHO RECEIVED GED SERVICES VERSUS THOSE WHO DID NOT RECEIVE GED SERVICES. ONCE THE STUDY WAS FINALIZED, IT WAS PRESENTED AT THE AMERICAN COLLEGE OF EMERGENCY PHYSICIANS (ACEP) SCIENTIFIC ASSEMBLY IN OCTOBER 2022. THE COSTING STUDY INFORMED THE DEVELOPMENT OF A PLAN TO ADDRESS LONG-TERM SUSTAINABILITY OF THE GED PROGRAM AT UCSD AND AS A MODEL FOR OTHER GEDS. THE INSTITUTE PROVIDED ADVISORY SUPPORT TO UCSD REGARDING THE ANALYSIS, SUPPORTED THE INTERPRETATION OF RESULTS, AND CO-AUTHORSHIP OF PAPER. SHARING LESSONS LEARNED AND A GLANCE INTO RURAL HEALTHCARE:THIS YEAR THE INSTITUTE WORKED CLOSELY WITH DARTMOUTH HITCHCOCK MEDICAL CENTER HOSPITAL (DHMC) TO EVALUATE AND DISSEMINATE LEARNINGS FROM THEIR GED IMPLEMENTATION. ADDITIONALLY, WHI ORGANIZED VIRTUAL SITE VISITS WITH CRITICAL ACCESS HOSPITALS AND LEARNED ABOUT THE BARRIERS IN CARE PROVISION FOR THEIR OLDER ADULT POPULATIONS. WITH THIS AND ADDITIONAL FEEDBACK FROM DHMC, WE CODIFIED AND DOCUMENTED GUIDELINES FOR USE OF TELEHEALTH IN THE ED FOR RURAL HOSPITALS. TWO PAPERS WERE AUTHORED JOINTLY BY DHMC AND WHI ON ED TRANSITIONS OF CARE AND PATIENT EXPERIENCE, ILLUSTRATING THE CARE PROVIDED TO OLDER ADULT PATIENTS IN RURAL NEW HAMPSHIRE BY DHMC. WHI AND DHMC ALSO CREATED A 'LESSONS LEARNED' BRIEF AND A BUSINESS CASE STUDY THAT INCORPORATES INFORMATION AND RECOMMENDATIONS ABOUT SPREADING GED ACCREDITATION IN RURAL AREA HOSPITALS BASED ON THE DHMC EXPERIENCE AND APPROACH. ENGAGING WITH MULTIDISCIPLINARY RESEARCH STAKEHOLDERS:WHI DEVELOPED, HOSTED, AND MANAGED A RESEARCH DATA WAREHOUSE (RDW) TO ACT AS A MULTI-SITE GED DATA DEPOSITORY. THE RDW CONTAINED LIMITED DATASETS FROM 17 DIFFERENT GED HOSPITALS TO FACILITATE MULTISITE RESEARCH ON GERIATRIC EMERGENCY MEDICINE. SEVERAL RESEARCH PLANS TO USE THIS DATA WERE DEVELOPED WITH EXTERNAL COLLABORATORS. WHI ALSO REVIEWED RESEARCH FUNDING APPLICATIONS FOR USE OF THE RDW THROUGH PILOT GRANTS.WHI REVIEWED SEVERAL DRAFT MANUSCRIPTS DEVELOPED BY YALE SCHOOL OF MEDICINE AND GEDC SUBCONTRACTORS THAT ASSESSED OUTCOMES OF OLDER ADULTS IN EDS. ADDITIONALLY, THE INSTITUTE DEVELOPED A LOGIC MODEL FOR GEDS WITH SUPPORT OF GEDC EXPERTS FOR DISSEMINATION TO THE BROADER RESEARCH COMMUNITY. THE LOGIC MODELS PROVIDE A VISUAL FRAMEWORK OF THE PROGRAM FOR THOSE SEEKING TO IDENTIFY POTENTIAL RESEARCH QUESTIONS AND LEVERAGE POINTS FOR INTERVENTION. WHI PRESENTED AT THE ACEP ANNUAL CONFERENCE REGARDING THE RESEARCH DATA WAREHOUSE. CAPTURING SITES ACROSS SAN DIEGO COUNTY (ACEP):IN COLLABORATION WITH WHI, THE AMERICAN COLLEGE OF EMERGENCY PHYSICIANS (ACEP) SUCCESSFULLY ORCHESTRATED A COUNTY-WIDE ACCREDITATION PROGRAM RESULTING IN ALL HOSPITAL SITES IN SAN DIEGO TO OBTAIN BETWEEN LEVEL 1, 2, OR 3 GED ACCREDITATION. WHI SAT IN ON WORKING GROUPS TO DEVELOP KEY INDICATORS FOR REPORTING FOR ACCREDITED SITES AND EXPLORED THE POSSIBILITY OF LEVERAGING THEIR CLINICAL EMERGENCY DATA REGISTRY DATA AS INPUT FOR DASHBOARD AND QI DATA. ADDITIONALLY UTILIZING THIS DATA LEVERAGES ACEP/GEDA APPLICATIONS TO INFORM RESEARCH STUDIES. USING STANDARDIZED METHODS FOR FUTURE RESEARCH OPPORTUNITIES (VA):WITH MORE THAN 200 ACCREDITED GEDS, SEVERAL PROTOCOLS WERE SET IN PLACE TO POSITION WHI AND THE DEPARTMENT OF VETERAN AFFAIRS (VA) FOR FUTURE RESEARCH. WHI SUPPORTED THE DEVELOPMENT AND IMPLEMENTATION OF STANDARDIZED INTERVENTIONS AND METRICS THAT ARE CAPTURED IN A NATIONAL DASHBOARD THAT PROVIDES REAL-TIME INFORMATION ON ED UTILIZATION AND GERIATRIC SCREENINGS IN VA HOSPITALS (GEDS AND NON GEDS). THIS IMPLEMENTATION WAS USED IN A DESCRIPTIVE ABSTRACT PRESENTED BY THE VA AT THE ACEP SCIENTIFIC ASSEMBLY IN OCTOBER 2022.PILOT TESTING A TOOLKIT TO ENABLE ALIGNED PARTNERSHIPS BETWEEN GEDS AND VALUE-BASED CARE ORGANIZATIONS:RESEARCH SHOWS GEDS CONTRIBUTE TO REDUCED HOSPITAL ADMISSIONS, FEWER READMISSIONS AND SAVINGS OF $1,200 - $3,200 PER MEDICARE BENEFICIARY WITHIN 60 DAYS OF THE INDEX ED VISIT. A MAJOR FOCUS OF VALUE-BASED CARE ORGANIZATIONS (VBCOS) IS REDUCING AVOIDABLE HOSPITAL ADMISSIONS AND THEY TYPICALLY HAVE THE FINANCIAL AND QUALITY INCENTIVES TO PROVIDE CARE BEST MATCHED TO THE NEEDS OF THEIR BENEFICIARIES. FOR THESE REASONS AND MORE, WE BELIEVE THERE ARE GREAT OPPORTUNITIES TO INVESTIGATE IMPROVED CARE AND LOWER COST FOR OLDER ADULTS BY FOSTERING MEANINGFUL VCBO/GED RESEARCH PARTNERSHIPS.IN 2022, WE LAUNCHED A SUCCESSFUL RESEARCH COLLABORATION WITH FOUR HEALTH SYSTEM HOSPITAL GEDS INCLUDING ADVOCATE AURORA (WISCONSIN), ST JOSEPH'S HEALTH (NEW JERSEY), AND THE UNIVERSITY OF NORTH CAROLINA HEALTH SYSTEM, TO CULTIVATE PARTNERSHIPS WITH VBCOS (ACCOUNTABLE CARE ORGANIZATIONS, CLINICALLY INTEGRATED NETWORKS, AND PACE) WHOSE PATIENTS WERE BEING SEEN IN THE GEDS. COMMUNICATION AND QUALITY IMPROVEMENT ACTIVITIES WERE INVESTIGATED USING A WHI DEVELOPED "TOOLKIT" AS A GUIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $219,311 | ExpenseAmt |
| Desc | COST OF HEALTHCARE:OLDER ADULTS IN AMERICA (AND INDEED ALL INDIVIDUALS RESIDING IN THIS NATION) CONTINUE TO FEEL THE ECONOMIC BURDEN OF WHAT ARE AMONG THE HIGHEST HEALTHCARE COSTS IN THE WORLD. HIGH HEALTHCARE COSTS THREATEN FINANCIAL SECURITY, CURB PATIENT ACCESS, AND CROWD OUT SPENDING IN OTHER IMPORTANT ECONOMIC SECTORS SUCH AS EDUCATION AND SOCIAL SERVICES. THE GARY AND MARY WEST HEALTH INSTITUTE (WHI OR INSTITUTE) REMAINS 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 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 HAVE BEEN 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.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 2022. WE COLLABORATED ON PUBLIC POLLING ACTIVITIES AT THE STATE AND NATIONAL LEVEL WITH GALLUP AND OTHERS. AS A RESULT OF THIS WORK, WE PREPARED FIVE ARTICLES RELATED TO QUANTIFYING AND DIMENSIONALIZING AMERICANS' GROWING STRUGGLE TO PAY FOR HEALTHCARE AND TRADEOFFS THEY ARE MAKING TO AFFORD CARE. TWO NEW COMPOSITE INDICES WERE ALSO CREATED 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. CONTINUE TO DEVELOP UNDERSTANDING OF GOVERNMENTAL HEALTHCARE COST ISSUES AT THE NATIONAL LEVEL:WHI CONTINUED TO WORK WITH SEVERAL CONSULTANTS TO ENSURE THAT THE INSTITUTE'S WORK REMAINED GERMANE AND SUPPORTIVE OF OUR MISSION. WE WORKED WITH THESE CONSULTANTS TO:1. PROVIDE TECHNICAL EXPERTISE AND ANALYSIS OF NEW AND EMERGING POLICIES FROM THE ADMINISTRATION, AS WELL AS WHAT RESEARCH AND/OR DATA PRODUCTS MAY CONTRIBUTE TOWARDS POLICIES ADDRESSING HEALTHCARE COSTS AND SUCCESSFUL AGING2. PROVIDE CLARITY AND EXPLANATIONS ON LEGISLATIVE ACTIVITIES AND TRENDS, AS WELL AS WHAT RESEARCH AND/OR DATA PRODUCTS MAY CONTRIBUTE TOWARDS POLICIES ADDRESSING HEALTHCARE COSTS AND SUCCESSFUL AGING3. PROVIDE INSIGHTS AROUND POLICY-RELATED ACTIVITIES OF OTHER ORGANIZATIONS WITH SIMILAR MISSIONSSUPPORT FOR THE CALIFORNIA MASTER PLAN FOR AGING:THE MASTER PLAN FOR AGING (MPA) IN CALIFORNIA IS A BLUEPRINT FOR STATE AND LOCAL GOVERNMENT, THE PRIVATE SECTOR, AND PHILANTHROPY TO PREPARE THE STATE FOR THE PROJECTED DEMOGRAPHIC CHANGES AND AMPLIFY CALIFORNIA'S LEADERSHIP IN AGING, DISABILITY, AND EQUITY. THROUGHOUT 2022, WHI CONTINUED TO PROVIDE SCIENCE-DRIVEN INPUT INTO THE MPA IN A NUMBER OF WAYS. IN ADDITION TO THE GERIATRIC EMERGENCY DEPARTMENT (GED) RESEARCH WORKSTREAM WHICH CONTINUES TO SUPPORT THE GED OBJECTIVES NOW SPECIFICALLY CALLED OUT IN THE MPA, THE INSTITUTE HAS CONTINUED TO IMPROVE AND SUPPORT THE DATA DASHBOARD FOR AGING, WHICH TRACKS THE MASTER PLAN'S TARGETS CURRENTLY AND OVER TEN YEARS. THE DATA DASHBOARD WAS CO-DEVELOPED BY THE CALIFORNIA DEPARTMENTS OF AGING AND PUBLIC HEALTH AND THE WEST HEALTH INSTITUTE WHICH SHOWCASES HOW RESEARCH AND DATA CAN BE USED TO BOTH INFORM AND EVALUATE POLICY DECISIONS AT A MACRO LEVEL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,617,812 | 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 | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | 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 AND CEO | 30.00 | 15.00 | Yes (X) | Yes (X) | $797,485 | $37,917 | $19,980 | |
| CHARLES SEDERSTROM | ||||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY WEST | ||||||||
| DIRECTOR | 15.00 | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MCCLELLAN | ||||||||
| DIRECTOR | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK VALERIANI | ||||||||
| DIRECTOR | 15.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ZIA AGHA | ||||||||
| CMO & EVP CLINICAL RESEARCH | 40.00 | Yes (X) | $739,216 | $0 | $63,904 | |||
| TIMOTHY LASH | ||||||||
| PRESIDENT | 30.00 | 15.00 | Yes (X) | $664,005 | $37,917 | $50,224 | ||
| JONATHAN ZIFFERBLATT | ||||||||
| CHIEF STRATEGY OFFICER | 40.00 | 5.00 | Yes (X) | $0 | $499,346 | $51,527 | ||
| SALLY HALLAK | ||||||||
| CFO, SECRETARY AND TREASURER | 30.00 | 15.00 | Yes (X) | $0 | $433,008 | $31,190 | ||
| JOSE UNPINGCO | ||||||||
| VICE PRESIDENT DATA SCIENCE | 40.00 | $295,849 | $0 | $53,343 | Yes (X) | |||
| AMY STUCK | ||||||||
| SR. DIR, VALUE-BASED ACUTE CARE | 40.00 | $213,179 | $0 | $56,181 | Yes (X) | |||
| LIANE WARDLOW | ||||||||
| SENIOR DIRECTOR, CLINICAL RESEARCH | 40.00 | $216,509 | $0 | $51,636 | Yes (X) | |||
| CHRIS CROWLEY | ||||||||
| PROGRAM MANAGER | 40.00 | $233,280 | $0 | $30,887 | Yes (X) | |||
| ADRIAN KWONG | ||||||||
| PRINCIPAL DATA SECURITY ARCHITECT | 40.00 | $213,332 | $0 | $24,098 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,372,855 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,008,188 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $432,970 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | 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 COMPANY | |||||
| 5800 ARMADA DRIVE SUITE 100 | CARLSBAD | CA | 92008 | MANAGEMENT SERVICES | $2,197,000 |
| GALLUP INC | |||||
| PO BOX 74007531 | CHICAGO | IL | 60674 | CONSULTANT | $1,088,472 |
| 99 TEN BUSINESS SOLUTIONS | |||||
| 7040 AVENIDA ENCINAS SUITE 104-242 | CARLSBAD | CA | 92011 | IT CONSULTANT | $342,134 |
| WILLIAM SCANLON | |||||
| 3055 CROSEN COURT | HERNDON | VA | 20171 | CONSULTANT | $238,428 |
| CURA STRATEGIES LLC | |||||
| 2011 CRYSTAL DR SUITE 1005 | ARLINGTON | VA | 22202 | CONSULTANT | $204,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $17,407,144 | RelatedOrganizationsAmt |
| Total Contributions | $17,407,144 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3 | TotalRevenueColumnAmt |
| Exclusion | $3 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $75,437 | 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 | $75,437 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,437 | TotalRevenueColumnAmt |
| Exclusion | $75,437 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,343 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$4,343 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,343 | TotalRevenueColumnAmt |
| Exclusion | -$4,343 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,478,241 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $71,097 | 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 | $7,283 | TotalAmt |
| Program Services | $7,283 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,931,377 | TotalAmt |
| Program Services | $1,564,499 | ProgramServicesAmt |
| Management And General | $366,878 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,786,852 | TotalAmt |
| Program Services | $2,440,730 | ProgramServicesAmt |
| Management And General | $346,122 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,754 | TotalAmt |
| Program Services | $128,754 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,072 | TotalAmt |
| Program Services | $264,730 | ProgramServicesAmt |
| Management And General | $34,342 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,958 | TotalAmt |
| Program Services | $224,539 | ProgramServicesAmt |
| Management And General | $43,419 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,240,195 | TotalAmt |
| Program Services | $582,147 | ProgramServicesAmt |
| Management And General | $1,658,048 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,236 | TotalAmt |
| Program Services | $1,050 | ProgramServicesAmt |
| Management And General | $54,186 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,905 | TotalAmt |
| Management And General | $86,905 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,480 | TotalAmt |
| Program Services | $216,480 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,095,283 | TotalAmt |
| Program Services | $8,825,897 | ProgramServicesAmt |
| Management And General | $1,269,386 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,422 | TotalAmt |
| Program Services | $1,518 | ProgramServicesAmt |
| Management And General | $7,904 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,474 | TotalAmt |
| Program Services | $114,753 | ProgramServicesAmt |
| Management And General | $569,721 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550,319 | TotalAmt |
| Program Services | $782,205 | ProgramServicesAmt |
| Management And General | $768,114 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,087 | TotalAmt |
| Program Services | $118,752 | ProgramServicesAmt |
| Management And General | $55,335 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,894 | TotalAmt |
| Program Services | $27,164 | ProgramServicesAmt |
| Management And General | $10,730 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,656 | TotalAmt |
| Program Services | $39,820 | ProgramServicesAmt |
| Management And General | $39,836 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,567 | TotalAmt |
| Management And General | $78,567 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TELECOMMUNICATIONS/WEB | $228,518 | $159,876 | $68,642 |
| SUBSCRIPTIONS/PUBS | $149,603 | $85,005 | $64,598 |
| RECRUITING/RETENTION | $40,931 | $4,452 | $36,479 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,080 | TotalAmt |
| Program Services | $28,158 | ProgramServicesAmt |
| Management And General | $22,922 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,199,946 | TotalAmt |
| Program Services | $15,617,812 | ProgramServicesAmt |
| Management And General | $5,582,134 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,654,749 | BOYAmt |
| EOY | $5,893,944 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,790 | BOYAmt |
| EOY | $9,793 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,220 | BOYAmt |
| EOY | $42,653 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,112 | BOYAmt |
| EOY | $730,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,875,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,305,030 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,238 | BOYAmt |
| EOY | $570,599 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,454 | BOYAmt |
| EOY | $10,618 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,015,654 | BOYAmt |
| EOY | $10,015,187 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,819,217 | BOYAmt |
| EOY | $17,273,627 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,737,039 | BOYAmt |
| EOY | $5,557,167 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,275,778 | BOYAmt |
| EOY | $10,631,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,012,817 | BOYAmt |
| EOY | $16,188,932 | 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 | $1,019,852 | BOYAmt |
| EOY | $91,839 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,786,548 | BOYAmt |
| EOY | $992,856 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,806,400 | BOYAmt |
| EOY | $1,084,695 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,819,217 | BOYAmt |
| EOY | $17,273,627 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,721,705 | 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 |
| AVEL ECARE LLC | |
| SIOUX FALLS | SD |
| DARTMOUTH-HITCHCOCK CLINIC | |
| LEBANON | NH |
| DOCGO INC | |
| NEW YORK | NY |
| GARY AND MARY WEST SENIOR SERVICES INC | |
| SAN MARCOS | CA |
| GROUP HEALTH PLAN INCDBA HEALTHPARTNERS | |
| BLOOMINGTON | MN |
| HARDISON MEDICAL CORPORATION DBA HEALTHTOPIA | |
| ENCINITAS | CA |
| INTEGRA COMMUNITY CARE NETWORK | |
| WARWICK | RI |
| INTEGRATED HEALTHCARE ALLIANCE | |
| SAN DIEGO | CA |
| IOWA HEALTH SYSTEM | |
| DES MOINES | IA |
| MOUNT SINAI HOSPITAL | |
| NEW YORK | NY |
| 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 CALIFORNIA SAN DIEGO | |
| LA JOLLA | CA |
| UNIVERSITY OF VIRGINIA SCHOOL OF MEDICINE | |
| CHARLOTTESVILLE | VA |
| VISITING NURSE ASSOCIATION HEALTH GROUP | |
| HOLMDEL | NJ |
| YALE SCHOOL OF MEDICINE | |
| NEW HAVEN | CT |
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 | $216,480 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $216,480 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,983,466 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,199,946 | 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 | $402,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $291,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $217,590 | CurrentYearMinus1Amt |
| Current Year | $216,480 | CurrentYearAmt |
| Total | $1,127,070 | 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 | $7,051,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,796,829 | DepreciationAmt |
| Book Value | $254,692 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,213,450 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,115,768 | DepreciationAmt |
| Book Value | $97,682 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,610,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,392,433 | DepreciationAmt |
| Book Value | $218,225 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $570,599 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT-OF-USE ASSET | Desc |
| Book Value | $10,015,187 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,015,187 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FINANCE LEASES | $56,738 |
| OPERATING LEASE LIABILITY | $10,575,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,631,765 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,478,241 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,478,241 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,478,241 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,199,946 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,199,946 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,199,946 | 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, 2022. 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 AN OPERATING LEASE AGREEMENT THAT EXPIRES 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 2022, THE TENANT IMPROVEMENT ALLOWANCE WAS NOT UTILIZED AND, THEREFORE, THIS RESULTED IN A RENT CREDIT TO BE APPLIED AND AN ADJUSTMENT TO BE MADE TO THE BALANCE OF RIGHT-OF-USE ASSET AND LEASE LIABILITY. |
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 AND CEO | $600,972 | $37,917 | $175,000 | $0 | $21,513 | $0 | $11,726 | $0 | $8,254 | $0 | $817,465 | $37,917 | $0 | $0 |
| ZIA AGHA | ||||||||||||||
| CMO & EVP CLINICAL RESEARCH | $578,834 | $0 | $139,054 | $0 | $21,328 | $0 | $15,250 | $0 | $48,654 | $0 | $803,120 | $0 | $0 | $0 |
| TIMOTHY LASH | ||||||||||||||
| PRESIDENT | $517,900 | $37,917 | $125,037 | $0 | $21,068 | $0 | $7,208 | $0 | $43,016 | $0 | $714,229 | $37,917 | $0 | $0 |
| JONATHAN ZIFFERBLATT | ||||||||||||||
| CHIEF STRATEGY OFFICER | $0 | $395,519 | $0 | $82,465 | $0 | $21,362 | $0 | $15,250 | $0 | $36,277 | $0 | $550,873 | $0 | $0 |
| SALLY HALLAK | ||||||||||||||
| CFO, SECRETARY AND TREASURER | $0 | $333,204 | $0 | $78,750 | $0 | $21,054 | $0 | $15,250 | $0 | $15,940 | $0 | $464,198 | $0 | $0 |
| JOSE UNPINGCO | ||||||||||||||
| VICE PRESIDENT DATA SCIENCE | $237,169 | $0 | $30,566 | $0 | $28,114 | $0 | $13,781 | $0 | $39,562 | $0 | $349,192 | $0 | $0 | $0 |
| AMY STUCK | ||||||||||||||
| SR. DIR, VALUE-BASED ACUTE CARE | $184,458 | $0 | $27,604 | $0 | $1,117 | $0 | $10,956 | $0 | $45,225 | $0 | $269,360 | $0 | $0 | $0 |
| LIANE WARDLOW | ||||||||||||||
| SENIOR DIRECTOR, CLINICAL RESEARCH | $187,513 | $0 | $28,608 | $0 | $388 | $0 | $10,981 | $0 | $40,655 | $0 | $268,145 | $0 | $0 | $0 |
| CHRIS CROWLEY | ||||||||||||||
| PROGRAM MANAGER | $212,683 | $0 | $19,298 | $0 | $1,299 | $0 | $11,680 | $0 | $19,207 | $0 | $264,167 | $0 | $0 | $0 |
| ADRIAN KWONG | ||||||||||||||
| PRINCIPAL DATA SECURITY ARCHITECT | $195,052 | $0 | $17,872 | $0 | $408 | $0 | $9,896 | $0 | $14,202 | $0 | $237,430 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE USE OF BUSINESS CLASS MAY BE AUTHORIZED UNDER THE CIRCUMSTANCES LISTED BELOW: (1) INTERNATIONAL TRAVEL; (2) BUSINESS OR FIRST CLASS IS THE ONLY SERVICE OFFERED BETWEEN TWO POINTS; (3) COACH CLASS WOULD BE MORE EXPENSIVE OR TIME CONSUMING, E.G., WHEN, BECAUSE OF SCHEDULING DIFFICULTIES, TRAVELING BY COACH WOULD REQUIRE AN UNNECESSARY HOTEL EXPENSE, CIRCUITOUS ROUTING (2 OR MORE LAYOVERS), OR AN UNDULY LONG LAYOVER WHEN MAKING CONNECTIONS; (4) AN ITINERARY INVOLVES OVERNIGHT TRAVEL WITHOUT THE OPPORTUNITY FOR NORMAL REST BEFORE THE COMMENCEMENT OF WORKING HOURS; OR (5) THE USE OF BUSINESS CLASS IS NECESSARY TO REASONABLY ACCOMMODATE A DISABILITY OR MEDICAL NEED OF A TRAVELER. |
| PART I, LINE 3 | COMPENSATION FOR THE CEO WAS ESTABLISHED BY THE BOARD OF DIRECTORS OF THE GARY AND MARY WEST HEALTH INSTITUTE AND PAID BY THE INSTITUTE. THE FOLLOWING WAS USED TO ESTABLISH THE COMPENSATION: 1)COMPENSATION COMMITTEE; 2)FORM 990 OF OTHER ORGANIZATIONS; 3)COMPENSATION SURVEY OR STUDY; 4)APPROVAL BY THE BOARD OF DIRECTORS. |
| 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 2022 THIS AMOUNT WAS $20,500. 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 2022 THIS AMOUNT WAS $20,500. 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 BOARD APPROVAL, WHICH 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 2022. TOTAL TRANSACTION AMOUNT IS $315,816 FOR IT CONSULTING SERVICES. THE COMPENSATION PAID WAS LESS THAN THE COMMERCIAL MARKET CHARGES FOR SUCH SERVICES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, (CONTINUATION): | ACUTE CARE RESEARCH AREA: VALUE-BASED ACUTE CARE AT HOME: IN ADDITION TO RESEARCHING NEEDS AND INTERVENTIONS IN THE EMERGENCY SETTING, AN IMPORTANT AREA OF INVESTIGATION IS CREATING OPPORTUNITIES AND METHODS TO DELIVER AND STUDY CARE IN-PLACE WHERE SENIORS LIVE (AND TO DO SO IN A COST-EFFECTIVE, SUSTAINABLE MANNER). THROUGHOUT 2022, WHI ADVANCED ITS RESEARCH IN VALUE-BASED ACUTE CARE AT HOME-BASED COLLABORATIONS (VBACH COLLABORATIONS). OUR SPECIFIC RESEARCH COLLABORATIVE WITH HEALTH SYSTEMS/HOSPITALS INVESTIGATED AND GENERATED EVIDENCE OF LOWER COSTS AND SUSTAINABLE MODELS THAT BETTER MATCH SERVICES TO THE NEEDS OF OLDER ADULTS EXPERIENCING UNSCHEDULED HEALTH EVENTS ACROSS THE HOME-BASE CARE CONTINUUM. THIS COLLABORATIVE REPRESENTS A "HANDS ON" RESEARCH INITIATIVE USING QUALITY IMPROVEMENT (QI) RESEARCH METHODOLOGIES TO SUPPORT THE DISCOVERY, ADVANCEMENT, AND FINANCIAL SUSTAINABILITY OF HOME-BASED CARE PROGRAMS (MOST LED BY HOSPITALS). MUCH OF THE RESEARCH CENTERED ON PROACTIVE PATIENT ENGAGEMENT AND AGILE RESPONSES TO UNPLANNED ACUTE EVENTS. THE SPECIFIC AIMS FOR THE 2022 VBACH WERE TO DEPLOY AND MEASURE METHODS DESIGNED TO REDUCE HOSPITALIZATIONS AND ED VISITS, ENABLING SENIORS TO REMAIN IN THEIR HOMES AND COMMUNITIES, AND PROGRESS FINANCIAL SUSTAINABILITY OF THE ACUTE CARE AT HOME PROGRAMS. FOR THE 2022 ROSTER, WE SELECTED FOUR EXCEPTIONAL RESEARCH COLLABORATORS, INCLUDING HOSPITAL-BASED PARTNERS UNITYPOINT HEALTH (IOWA HEALTH SYSTEM), INTEGRA (RHODE ISLAND), HEALTHPARTNERS (MINNESOTA), AS WELL AS HOSPITAL-ADJACENT COMMUNITY-BASED HEALTH DELIVERY PARTNERS VISITING PHYSICIANS SERVICE AND VISITING NURSE ASSOCIATION HEALTH GROUP (NEW JERSEY). THE STRATEGY WAS TO FOCUS ON TEAMS THAT CONTINUED TO EMBRACE MORE FINANCIAL RISK AND EXHIBITED A TRACK RECORD OF RESEARCHING AND DEPLOYING CARE REDESIGN IN ITERATIVE ROUNDS OF QI INVESTIGATIONS. THE OVERALL 2022 VBACH RESEARCH RESULTED IN THE DISCOVERY OF NEW PROCESSES WITH QUANTITATIVE OUTCOME MEASURE THAT EXCEEDED PRIOR RESULTS OBTAINED IN THE BROADER RESEARCH COMMUNITY. TO RIGOROUSLY MANAGE THE RESEARCH AND DATA COLLECTION PROCESSES, A DASHBOARD WAS DEPLOYED TO METHODICALLY COLLECT AND STANDARDIZE DATA GENERATED BY THE CARE DELIVERY MODELS. WHI COLLECTED THE TOP-LEVEL RESULTS OF AVERTED HOSPITAL-BASED UTILIZATION, GROSS AND NET SAVINGS TO MULTIPLE MEDICARE AND MEDICARE ADVANTAGE PAYERS, AND THE ABILITY TO TRACK AND ANALYZE FINANCIAL SUSTAINABILITY FOR THE PROVIDERS. FOR THE FOUR ORGANIZATIONS OVER 12 MONTHS, DATA INDICATED 464 EMERGENCY ROOM VISITS AND 517 INPATIENT HOSPITAL ADMISSIONS WERE AVOIDED, FOR A COLLECTIVE TOP-LINE (GROSS) SAVINGS TO PAYERS OF OVER $6.5M AND A NET SAVINGS OF NEARLY $5M. WHI'S FOCUS ON MEASURING SUSTAINABILITY FURTHER EXTENDED THE RESILIENCY OF OUR COLLABORATORS AND THEIR ABILITY TO SCALE THESE COST-LOWERING PROGRAMS ACROSS THE HOME-BASE CARE CONTINUUM. BASED ON THESE SUCCESSFUL QI RESEARCH OUTCOMES, WE PUBLISHED A "GETTING STARTED GUIDE" TO ASSIST OTHER HEALTH SYSTEMS IN DEVELOPING THEIR OWN PROGRAMS BASED ON THE BEST PRACTICES DEVELOPED IN OUR SERIES OF HOME-BASED ACUTE CARE COLLABORATIONS AND LED A WORKSHOP AT THE INSTITUTE FOR HEALTHCARE IMPROVEMENTS NATIONAL FORUM. 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 PROVIDES 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 PROGRAM IN SAN MARCOS, CA 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): BUILDING ON WEST HEALTH INSTITUTE'S EXISTING WORK TO ADVANCE THE USE OF DATA AND ANALYTICAL TOOLS SUCH AS DECISION-SUPPORT DASHBOARDS, THE INSTITUTE IS ESTABLISHING CLINICAL AND OPERATIONAL DASHBOARDS FOR USE AND EVALUATION IN PACE PROGRAMS. PACE PROGRAMS HAVE HISTORICALLY HAD A DIFFICULT TIME COLLECTING AND USING DATA TO INFORM DECISION-MAKING, LARGELY DUE TO INFORMATION BEING SILOED IN ONE OF MANY (OFTEN 7-10) DIFFERENT DATABASES. OUR RESEARCH HYPOTHESIS IS THAT BRINGING TOGETHER AND ORGANIZING DATA FROM A VARIETY OF DATABASES INTO ONE SYSTEM WILL ALLOW PACE PROGRAM DECISIONMAKERS AND PROVIDERS TO ACCESS JUST-IN-TIME METRICS IN AN EASY-TO-CONSUME MANNER, THUS ALLOWING PACE CLINICAL AND ADMINISTRATIVE STAFF TO BETTER CHARACTERIZE AREAS OF NEED, DELIVER TARGETED SERVICES MORE EFFICIENTLY AND EFFECTIVELY TO THE MOST AT-RISK PACE PARTICIPANTS, AND ASSESS THE UTILITY OF THESE INTERVENTIONS. TO TEST THIS HYPOTHESIS, IN 2021 AND 2022 FOUR DASHBOARDS WERE COMPLETED AND MADE AVAILABLE: 1) UTILIZATION AND COSTS RELATED TO EMERGENCY DEPARTMENT VISITS AND HOSPITALIZATION, 2) TELEHEALTH COSTS AND UTILIZATION (BOTH PACE-INTERNAL AND WITH OUTSIDE SPECIALISTS), 3) A FINANCIAL DASHBOARD THAT DISPLAYS KEY INCOME AND EXPENSE DATA, AND 4) A TRANSPORTATION DASHBOARD THAT DISPLAYS COST AND UTILIZATION OF SCHEDULED AND UNSCHEDULED TRANSPORTATION (A LARGE COST DRIVER FOR THE PROGRAM, PARTICULARLY DURING THE PUBLIC HEALTH EMERGENCY). AN EVALUATION PLAN WAS CREATED AND IS BEING DEPLOYED TO TRACK THE USAGE AND USEFULNESS OF THE DASHBOARDS OVER TIME. QUALITY IMPROVEMENT (QI) RESEARCH DIRECTED TO DISCOVERING AND TESTING NEW INTERVENTIONS (REDUCING POTENTIALLY AVOIDABLE HOSPITAL AND EMERGENCY DEPARTMENT ADMISSIONS): A PACE CLINIC IS TYPICALLY EQUIPPED WITH SOME DEGREE OF AGILE RESPONSE INFRASTRUCTURE, INCLUDING SAME-DAY APPOINTMENTS, TRANSPORTATION TO AND FROM THE CLINIC, AND A CREW OF SOCIAL WORKERS, PROVIDERS, AND PHYSICAL/OCCUPATIONAL THERAPISTS TO MEET THE NEEDS OF THEIR PARTICIPANTS. HOWEVER, BECAUSE SOME PACE PARTICIPANTS REMAIN CONDITIONED TO CALL 911 IN AN EMERGENCY, DURING THE 2022 YEAR, WHI EXPLORED OPPORTUNITIES TO INTERCEPT PARTICIPANTS' NON-LIFE-THREATENING MEDICAL CONCERNS USING A MOBILE HEALTH SERVICE. SPECIFICALLY, WE BUILT UPON A 2021 PILOT AND CONTINUED OUR INVESTIGATION OF USING A MOBILE NURSING SERVICE TO PROVIDE SCHEDULED AND ON-DEMAND VISITS TO PARTICIPANT'S HOMES. 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. WE ALSO CONDUCTED A REMOTE PATIENT MONITORING (RPM) PILOT, TESTING THE FEASIBILITY OF INCLUDING THIS MODALITY, IN COMBINATION WITH THE MOBILE NURSING RESPONSE, TO AVERT ED VISITS. BY THE END OF 2022, A TOTAL OF 17 ED VISITS, 12 HOSPITALIZATIONS, AND 4 SKILLED NURSING STAYS WERE AVERTED FOR PACE PARTICIPANTS FOR AN ESTIMATED COST SAVINGS OF $245K. LIKE ALL OF OUR WORK, THESE RESEARCH FINDINGS WILL BE SHARED TO ENABLE INFORMED DECISION MAKING BY OTHER PACE AND COMPLEX-CARE DELIVERY ORGANIZATIONS. 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 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. OVER THE COURSE OF 2022, WEST HEALTH INSTITUTE ADVANCED A RESEARCH AGENDA WITH THE PACE PROGRAM IN SAN MARCOS, CA, THE CALIFORNIA COALITION FOR COMPASSIONATE CARE, AND THE NATIONAL PACE ASSOCIATION TO EVALUATE THE EFFECTS OF BROADENING ADVANCE CARE PLANNING PROGRAMS SO THAT THEY INCLUDE GOALS OF CARE DISCUSSIONS, ANALYSES TO DETERMINE HOW CLOSELY CARE ALIGNS WITH PARTICIPANTS' STATED GOALS, AND THE IMPACT OF THIS WORK ON CLINICAL/FINANCIAL OUTCOMES AND PARTICIPANT SATISFACTION. |
| FORM 990, PART III, LINE 4A, (CONTINUATION): | ASSESSING PACE PROGRAMS' DELIVERY OF BEHAVIORAL HEALTH SERVICES: WEST HEALTH INSTITUTE IS WORKING WITH A RESEARCH TEAM AT COLUMBIA UNIVERSITY TO DOCUMENT AND EVALUATE HOW PACE PROGRAMS DELIVER BEHAVIORAL HEALTH 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. ANALYSES OF RESPONSES REVEALED THAT BEHAVIORAL HEALTH IS A LARGE AREA OF NEED FOR ALL PACE PROGRAMS AND DELIVERY OF THOSE SERVICES WITHIN THE PROGRAMS IS LARGELY NOT INTEGRATED WITHIN THE CARE DELIVERED BY THE PACE TEAM IN THE CLINIC. THIS RESEARCH HAS HIGHLIGHTED AN AREA OF NEED AND OPPORTUNITY FOR FUTURE WORK (BY MANY STAKEHOLDERS) IN THIS SECTOR. ASSESSING THE IMPACT OF CARE PLANNING ON CLINICAL OUTCOMES FOR PACE ORGANIZATIONS: ACCESS TO COMBINED/AGGREGATED DATA FOR PACE PROGRAMS HAS TRADITIONALLY BEEN DIFFICULT TO OBTAIN, HINDERING LARGER SCALE MEDICAL RESEARCH IN THIS AREA. OVER THE PAST SEVERAL YEARS, HOWEVER, A NEW PACE HEALTH ANALYTICS PLATFORM HAS BECOME AVAILABLE THAT OFFERS AN OPPORTUNITY TO STUDY DATA FROM A CURRENT ROSTER OF APPROXIMATELY 25 PACE ORGANIZATIONS. WHI HAS ENTERED INTO A RESEARCH COLLABORATION LEVERAGING THIS PLATFORM (INTUS CARE) WITH THE GOAL OF ADDING SIGNIFICANT VALUE TO THE RESEARCH LITERATURE. IN OUR PILOT PHASE, WE SEEK TO UNDERSTAND THE IMPACT OF PACE BEHAVIORAL HEALTH INTERVENTIONS IN IMPROVING OUTCOMES FOR PACE PARTICIPANTS WITH BEHAVIORAL HEALTH DISORDERS. CHRONIC CARE RESEARCH AREA: DEFINING THE NEEDS OF THE SERIOUSLY ILL POPULATION OF OLDER ADULTS: WEST HEALTH INSTITUTE PARTNERED WITH THE CENTER TO ADVANCE PALLIATIVE CARE (CAPC) AT THE MOUNT SINAI HOSPITAL ICAHN SCHOOL OF MEDICINE TO ENGAGE IN RESEARCH AND MEDICARE ANALYSES TO ASSIST WITH EXPANSION OF SCOPE TO A LARGER HEALTHCARE LANDSCAPE AND NEW AUDIENCES, WHILE LEVERAGING CAPC'S EXISTING PLATFORM AND CAPC AND WEST HEALTH INSTITUTE'S CORE ORGANIZATIONAL COMPETENCIES. THE AIMS ARE TWO-FOLD FOR BOTH CAPC AND WEST HEALTH INSTITUTE: (1) TO DEFINE PRIORITIES, CONSIDER RISKS AND FEASIBILITY, AND IDENTIFY THE MOST EFFECTIVE WAYS FOR CAPC AND WHI TO MOVE FORWARD IN THE EVOLVING FIELD OF SERIOUS ILLNESS CARE; AND (2) MAKE THE CASE FOR HOW PALLIATIVE/PACE SETTINGS SHOULD BE MORE INTEGRAL TO ACUTE CARE SETTINGS FOR SERIOUSLY ILL POPULATIONS. THE OBJECTIVE FOR THIS LEARNING PROJECT IS TO DEVELOP A RIGOROUS SWOT ANALYSIS, A MEDICARE CLAIMS-BASED STRATEGIC PLAN, AND FUTURE-ORIENTED BUSINESS PLAN FOR CAPC AND WHI'S EXPANDED ACTIVITIES IN SUPPORT OF PATIENTS WITH SERIOUS ILLNESS AND THEIR FAMILIES. CHRONIC CARE RESEARCH AREA: IMPROVING ORAL HEALTHCARE FOR SENIORS: IN 2022, WHI CONTINUED A MULTI-YEAR COLLABORATION BETWEEN THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO HEALTH SYSTEM AND SCHOOL OF DENTISTRY TO ANALYZE EXISTING STATEWIDE AND NATIONAL DATA TO EDUCATE CALIFORNIA AND NATIONAL POLICYMAKERS ABOUT THE EXTENT OF SENIORS ORAL HEALTH PROBLEMS. USING A LARGE DATA SET FROM DENTI-CAL THAT HAS BEEN EXAMINED VIA MULTIPLE ITERATIVE INVESTIGATIONS, THIS COLLABORATION DEMONSTRATED THE IMPORTANCE OF MEDICAID IN IMPROVING ACCESS FOR LOWER-INCOME SENIORS AND THE SUBSTANTIAL UNMET NEEDS THAT PERSIST. ADDITIONAL SUB-ANALYSES HAVE BEEN CONDUCTED TO SUPPORT RESEARCH INSIGHTS AREAS GERMANE TO THE CA MASTER PLAN FOR AGING AS WELL AS THE CA STATE ORAL HEALTH PLAN. SENIOR-APPROPRIATE TELEHEALTH RESEARCH DESPITE TREMENDOUS CHALLENGES PRESENTED BY THE COVID-19 PANDEMIC, PROVIDERS SHOWED THEIR COMMITMENT TO CARING FOR OLDER ADULTS BY INNOVATING AND INCREASINGLY USING TELEHEALTH AS A TOOL TO CONNECT WITH, AND CARE FOR, OLDER ADULTS. AS THE PUBLIC HEALTH EMERGENCY COMES TO AN END, PROVIDERS NOW HAVE TIME TO ASSESS THEIR TELEHEALTH PROGRAMS TO ENSURE THAT TELEHEALTH IS DELIVERED IN A MANNER THAT IS "AGE-INCLUSIVE" IN THAT IT ACCOUNTS FOR OLDER ADULTS' UNIQUE NEEDS. "AGE-INCLUSIVE TELEHEALTH" IS DEFINED BY THE FOLLOWING CORE PRINCIPLES: CARE SHOULD BE EQUITABLE AND ACCESSIBLE, PERSON-CENTERED, AND INTEGRATED AND COORDINATED ACROSS PEOPLE AND SYSTEMS. 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. THE COLLABORATIVE IS A GROUP OF OVER 40 EXPERTS INCLUDING PROVIDERS AND RESEARCHERS IN THE AREAS OF GERIATRICS, TELEHEALTH, AND HEALTH SERVICES DELIVERY. TOGETHER, WE RELEASED A CONSENSUS STATEMENT CONSISTING OF 3 PRINCIPLES AND 18 GUIDELINES THAT CAN BE USED AS A BENCHMARK FOR EVALUATION AND QUALITY IMPROVEMENT RESEARCH SUPPORTING AGE-INCLUSIVE TELEHEALTH CARE. TO FURTHER THESE EFFORTS, WHI AND THE COLLABORATIVE LAUNCHED THE CENTER OF EXCELLENCE FOR TELEHEALTH AND AGING, WHICH SERVES AS A CLEARINGHOUSE AND DISSEMINATION VEHICLE OF AGE-INCLUSIVE TELEHEALTH RESEARCH, CASE-STUDIES, ETC. AS WELL AS A KNOWLEDGE-SHARING FORUM FOR LIKE-MINDED EXPERTS IN THE AREA OF TELEHEALTH RESEARCH AND IMPLEMENTATION FOR OLDER ADULTS. |
| 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 $932,354. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED TO CHANGE THE PERMANENT MEMBER FROM GARY AND MARY WEST FOUNDATION TO GARY AND MARY WEST CHARITABLE TRUST. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A NON-PROFIT, NON-STOCK CORPORATION WITH THREE MEMBERS DURING 2022. ONE INCORPORATED MEMBER DESIGNATED AS A PERMANENT MEMBER, THE GARY AND MARY WEST FOUNDATION AND TWO NON-INCORPORATED MEMBERS WHICH ARE ELECTED AND TERM-BASED MEMBERS, JAMES K HASSON AND THOMAS CULHANE. ADDITIONALLY, MEMBERS APPOINT AND CAN REMOVE DIRECTORS. |
| 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 2022 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. 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 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 2021. |
| 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 841,559. MANAGEMENT AND GENERAL EXPENSES 1,249,174. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,090,733. RESEARCH STUDIES: PROGRAM SERVICE EXPENSES 6,581,104. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,581,104. OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 630. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 630. STAKEHOLDER COMMUNICATIONS: PROGRAM SERVICE EXPENSES 595. MANAGEMENT AND GENERAL EXPENSES 19,582. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,177. US HEALTHCARE ADVISORY AND POLICY CONSULTING: PROGRAM SERVICE EXPENSES 1,402,639. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,402,639. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GARY AND MARY WEST HEALTH POLICY CENTER | ||||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | 275388874 | SEE SCH R. PART VII | DE | 501(C)(3) | PF | N/A | 0 |
| GARY AND MARY WEST HEALTH ENDOWMENT INC | ||||||||||
| 1313 N MARKET ST SUITE 5300 | WILMINGTON | DE | 19801 | 272953865 | FINANCIAL SUPPORT | DE | 501(C)(3) | PF | N/A | 0 |
| GARY AND MARY WEST SENIOR SERVICES INC | ||||||||||
| 1706 DESCANSO AVE | SAN MARCOS | CA | 92078 | 820635784 | SENIOR OUTPATIENT CLINIC | DE | 501(C)(3) | LINE 3 | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| GARY AND MARY WEST MANAGEMENT COMPANY INC | ||||||||||
| 5800 ARMADA DRIVE SUITE 100 | CARLSBAD | CA | 92008 | 454040871 | SEE SCH R, PART VII | DE | N/A | C | 0 | |
| DIGITAL HEALTH CORP | ||||||||||
| 10350 N TORREY PINES ROAD | LA JOLLA | CA | 920371055 | 820903337 | SEE SCH R. PART VII | DE | C | 0 | GARY AND MARY WEST HEALTH ENDOWMENT INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 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. NAME OF RELATED ORGANIZATION: DIGITAL HEALTH CORP. PRIMARY ACTIVITY: HEALTHCARE COMPANY THAT HARNESSES THE POWER OF THE LATEST TECHNOLOGY TO ACCELERATE AND IMPROVE PATIENT RECOVERY AT HOME. IT WAS DISSOLVED IN 2022. |
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