GARY AND MARY WEST HEALTH POLICY CENTER INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND MARY WEST HEALTH POLICY CENTER INC (EIN 27-5388874)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202243069349100114
- Schema version
- 2021v4.2
- 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-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T10:07:46-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275388874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AND MARY WEST HEALTH POLICY CENTER | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 2027298577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 K STREET NW SUITE 730 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY LASH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027298577 | PhoneNum |
| Signature | 2022-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | LASH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,238,089 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,825,243 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,825,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $243,331 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $243,331 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,408,773 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,246,948 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $238,808 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $236,643 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,202 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,350 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,645 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,622,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,110,154 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $54,340 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $332,582 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $363,851 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,618 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $52,445 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $36,114 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $55,646 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $134,366 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $133,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,156,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,477,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,688,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,554,638 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,844,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,031,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $885,342 | CashBOYAmt |
| Cash EOY | $1,268,372 | CashEOYAmt |
| Cash EOYFMV | $1,268,372 | CashEOYFMVAmt |
| Acct Rcvbl | $3,781 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,882 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,781 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,781 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $63,393 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $81,549 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $81,549 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,239,617 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,126,337 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $164,391 | LandBOYAmt |
| Land EOY | $113,280 | LandEOYAmt |
| Land EOYFMV | $113,279 | LandEOYFMVAmt |
| Other Assets BOY | $25,765 | OtherAssetsBOYAmt |
| Other Assets EOY | $771,108 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $771,108 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,141,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,238,090 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,238,089 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,134,168 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,249,849 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,134,168 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,249,849 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$103,156 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$182,329 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $110,761 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $170,570 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$11,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,141,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,238,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$11,759 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$11,759 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WESTHEALTH.ORG | WebsiteAddressTxt |
| Individual With Books | SALLY HALLAK | IndividualWithBooksNm |
| Phone | 8585357000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY LASH | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | OFFICER/PRESIDENT | 10.00 | $184,006 | $0 | $0 |
| MARK MCCLELLAN | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | BOARD OF DIRECTORS | 5.00 | $0 | $0 | $0 |
| GARY WEST | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | CHAIRMAN OF THE BOARD | 5.00 | $0 | $0 | $0 |
| NICK VALERIANI | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | BOARD OF DIRECTORS | 5.00 | $0 | $0 | $0 |
| SALLY HALLAK | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | SECRETARY & TREASURER | 5.00 | $59,325 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CRISTINA BOCCUTI | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $257,722 | $39,071 | $0 |
| AMY HERR | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $194,658 | $28,541 | $0 |
| SEAN DICKSON | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $197,877 | $18,301 | $0 |
| MICHAELA KIRBY | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | RESEARCH ASSOCIATE | 40.00 | $51,340 | $5,923 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WAXMAN STRATEGIES | |||||
| 1150 CONNECTICUT AVE NW STE 800 | WASHINGTON | DC | 20036 | CONSULTANTS | $399,996 |
| HART HEALTH STRATEGIES INC | |||||
| 3823 FORDHAM ROAD NW | WASHINGTON | DC | 20016 | CONSULTANTS | $260,004 |
| ACTUARIAL RESEARCH CORPORATION | |||||
| 6928 LITTLE RIVER TURNPIKE SUITE E | ANNANDALE | VA | 22003 | CONSULTANTS | $140,718 |
| WILLIAM SCANLON | |||||
| 3055 CROSEN COURT | OAK HILL | VA | 20171 | CONSULTANTS | $112,200 |
| CURA STRATEGIES LLC | |||||
| 2011 CRYSTAL DR SUITE 1005 | ARLINGTON | VA | 22202 | CONSULTANTS | $94,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 8 | Description1Txt |
| Expenses1 | $5,101,660 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,947,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,947,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,947,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,918,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,031,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $748,571 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,780,214 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2012-01-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,780,214 | CurrentYearAmt |
| Year1 | $5,920,223 | Year1Amt |
| Year2 | $5,512,801 | Year2Amt |
| Year3 | $4,510,899 | Year3Amt |
| Total | $21,724,137 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,554,638 | CurrentYearAmt |
| Year1 | $1,687,938 | Year1Amt |
| Year2 | $1,121,051 | Year2Amt |
| Year3 | $448,481 | Year3Amt |
| Total | $4,812,108 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,225,576 | CurrentYearAmt |
| Year1 | $4,232,285 | Year1Amt |
| Year2 | $4,391,750 | Year2Amt |
| Year3 | $4,062,418 | Year3Amt |
| Total | $16,912,029 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $63,945 | CurrentYearAmt |
| Year1 | $68,909 | Year1Amt |
| Year2 | $71,249 | Year2Amt |
| Year3 | $41,389 | Year3Amt |
| Total | $245,492 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | |||||||
| 1900 M STREET NW STE 850 | WASHINGTON | DC | 20036 | NONE | PC | DEDICATED TO CONDUCT PLANNING-PHASE ACTIVITIES AND RESEARCH TO DEVELOP HEALTH CARE SAVINGS OPTIONS. | $150,000 |
| DUKE-MARGOLIS CENTER FOR HEALTH POLICY | |||||||
| PO BOX 602651 | CHARLOTTE | NC | 282602651 | NONE | PC | ENGAGE IN RESEARCHING WAYS TO LOWER HEALTH CARE COSTS THROUGH RESEARCH, ANALYSIS AND SUPPORT FOR NEW MODELS OF VALUE-BASED PAYMENTS, SYSTEMS REFORMS, PATIENT ENGAGEMENT, AND COST-EFFECTIVE RESEARCH. | $289,824 |
| FAMILIES USA FOUNDATION INC | |||||||
| 1225 NEW YORK AVE NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | DEDICATED TO ADVANCE POLICIES TO LOWER UNAFFORDABLE DRUG PRICES FOR INDIVIDUALS AND FAMILIES. | $25,000 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| 3333 CALIFORNIA STREET SUITE 315 | SAN FRANCISCO | CA | 94143 | NONE | PC | RESEARCH ON ASSESSING DENTAL CARE ACCESS FOR LOW-INCOME ADULTS IN CALIFORNIA AND ANALYSIS OF DENTI-CAL CLAIMS EXPERIENCE AND THE ORAL HEALTH WORKFORCE. | $139,342 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 3420 FORBES AVE | PITTSBURGH | PA | 15261 | NONE | PC | RESEARCH ON MEDICAID PRICING METRICS; PROVIDE ANALYSIS OF COVID VACCINE DISTRIBUTION WEAKNESS AND JOINT RESEARCH COLLABORATION FOR PEER-REVIEWED ARTICLE ESTIMATING SAVINGS FROM THE IMPLEMENTATION OF A PRICING FRAMEWORK FOR NEW DRUGS. | $49,417 |
| ALLIANCE FOR HEALTH POLICY | |||||||
| P O BOX 56518 | WASHINGTON | DC | 20040 | NONE | PC | DEVELOP AND EXECUTE EDUCATIONAL SERIES EXCLUSIVELY TO ADVANCE EDUCATION AND DIALOGUE ON HEALTH CARE COSTS AND AGING. | $21,000 |
| BENTLEY UNIVERSITY | |||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | NONE | PC | RESEARCH TO EVALUATE PHARMACEUTICAL PROFITABILITY AND INNOVATION TRADEOFFS AND THE IMPACT OF NIH FUNDING ON NEW DRUG DEVELOPMENT. | $82,771 |
| NATIONAL PACE ASSOCIATION (NPA) | |||||||
| 675 N WASHINGTON ST STE 300 | ALEXANDRIA | VA | 22314 | NONE | PC | NPA ADVANCES THE EFFORTS OF PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). PACE PROGRAMS COORDINATE AND PROVIDE ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES. | $230,959 |
| RESEARCH FOUNDATION FOR MENTAL HYGIENE INC | |||||||
| 150 BROADWAY STE 301 | MENANDS | NY | 12204 | NONE | PC | PROVIDE SUPPORT OF THE ANNUAL HEALTH AND AGING POLICY FELLOWS BY COORDINATING TARGETED WORKING SESSIONS RELATED TO EXPLORING AGING POLICY ISSUES. | $300,000 |
| PURCHASER BUSINESS GROUP ON HEALTH | |||||||
| 275 BATTERY STREET SUITE 480 | SAN FRANCISCO | CA | 94111 | NONE | PC | EDUCATE POLICYMAKERS ON PERSPECTIVE OF LARGE EMPLOYERS ON DRUG SPENDING REFORMS. | $100,000 |
| THE BRIGHAM AND WOMEN'S HOSPITAL INC | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | RESEARCH ENGAGEMENT ON STRATEGIES TO REDUCE INTELLECTUAL PROPERTY BARRIERS TO GENERIC ENTRY AND RELATED POLICY SOLUATIONS. | $56,326 |
| HEALTH CARE COST INSTITUTE INC | |||||||
| 1100 G STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PF | PROVIDE ACCESS TO HCCI DATA ENCLAVE WHICH HOUSES DE-IDENTIFIED HEALTHCARE CLAIMS FOR INDIVIDUALS COVERED BY EMPLOYER-SPONSORED INSURANCE. COLLABORATION ON ISSUE BRIEFS DESCRIBING AND DOCUMENTING RISING HEALTH CARE PRICES IN THE U.S. | $75,000 |
| NATIONAL COALITION ON HEALTHCARE | |||||||
| 900 16TH ST NW SUITE 400 | WASHINGTON | DC | 20006 | NONE | PC | EDUCATIONAL BRIEFINGS ON DRUG SPENDING TOPICS. | $10,000 |
| PATIENTS FOR AFFORDABLE DRUGS INC | |||||||
| 1120 20TH STREET NW SUITE 501-S | WASHINGTON | DC | 20036 | NONE | PC | POLICYMAKER BRIEFINGS ON DRUG SPENDING ISSUES. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,554,639 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL PACE ASSOCIATION (NPA) | ||||||||
| 675 N WASHINGTON ST STE 300 | ALEXANDRIA | VA | 22314 | NONE | PC | NPA ADVANCES THE EFFORTS OF PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). PACE PROGRAMS COORDINATE AND PROVIDE ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES. | $41,986 | |
| FAMILIES USA FOUNDATION INC | ||||||||
| 1225 NEW YORK AVE NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | DEDICATED TO ADVANCE POLICIES TO LOWER UNAFFORDABLE DRUG PRICES FOR INDIVIDUALS AND FAMILIES | $125,000 | |
| PURCHASER BUSINESS GROUP ON HEALTH | ||||||||
| 275 BATTERY STREET SUITE 480 | SAN FRANCISCO | CA | 94111 | NONE | PC | EDUCATE POLICYMAKERS ON PERSPECTIVE OF LARGE EMPLOYERS ON DRUG SPENDING REFORMS. | $40,000 | |
| THE BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | RESEARCH ENGAGEMENT ON STRATEGIES TO REDUCE INTELLECTUAL PROPERTY BARRIERS TO GENERIC ENTRY AND RELATED POLICY SOLUATIONS. | $56,326 | |
| CENTER FOR HEALTH CARE STRATEGIES INC | ||||||||
| 200 AMERICAN METRO BLULEVARD SUITE | HAMILTON | NJ | 08619 | NONE | PC | SUPPORT THE DEVELOPMENT OF LEARNING COLLABORATIVE (DEVELOP CURRICULUM AND RELATED ISSUE BRIEF, RECRUIT STATES) TO PROMOTE THE DEVELOPMENT OF MASTER PLANS FOR AGING IN OTHER STATES. | $43,000 | 119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $306,312 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AND MARY WEST FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10350 N TORREY PINES RD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,825,243 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $28,645 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,645 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FORM 990-PF, PART IX-A | IN 2021, THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. ("WHPC OR "POLICY CENTER") CONTINUED TO MAKE PROGRESS ON ADVANCING THE MISSION OF LOWERING THE COST OF HEALTHCARE TO ENABLE 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. THE POLICY CENTER'S EFFORTS ARE NONPARTISAN AND ARE STRATEGICALLY ALIGNED TO THE GARY AND MARY WEST FOUNDATION ("GWMF") AND THE GARY AND MARY WEST HEALTH INSTITUTE ("WHI"). OVER THE 2021 YEAR, WHPC ENGAGED IN SUPPORTIVE RESEARCH AND ANALYSIS OF POLICY PROPOSALS TO LOWER HEALTHCARE SPENDING AND IMPLEMENT ALTERNATIVE, VALUE-BASED HEALTHCARE DELIVERY AND PAYMENT MODELS AIMED AT IMPROVING THE QUALITY AND AFFORDABILITY OF CARE, PARTICULARLY FOR OUR FAST-GROWING AND DIVERSE POPULATION OF SENIORS. THE CENTER'S MAIN PRIORITIES FOR 2021 WERE TO: 1) LOWER HEALTHCARE SPENDING, 2) IMPROVE GERIATRIC CARE AND SUCCESSFUL AGING, AND 3) SEEK OUT AND LEVERAGE OPPORTUNITIES TO FURTHER WEST HEALTH PRIORITIES INTERNALLY AND EXTERNALLY.ACTIVITIES:LOWER HEALTHCARE COSTSFACT: THE NATION'S OUTSIZE SPENDING ON HEALTHCARE PLACES SIGNIFICANT BURDENS ON BOTH AMERICAN BUSINESSES AND FAMILY BUDGETS ALIKE, ENDANGERS THE FUNDING OF VITAL PROGRAMS SUCH AS MEDICARE AND MEDICAID, AND CROWDS OUT SPENDING IN OTHER VITAL AREAS SUCH AS EDUCATION AND SOCIAL SUPPORTS. DESPITE PAYING THE MOST FOR HEALTHCARE, THE US DOES NOT HAVE THE BEST HEALTHCARE. BY MANY MEASURES INCLUDING ACCESS, OUTCOMES, QUALITY AND NUMEROUS OTHERS, THE CALIBER OF HEALTHCARE IN AMERICA FALLS SHORT OF THAT IN OTHER DEVELOPED NATIONS. THIS REALITY WAS RENDERED EVEN MORE VISIBLE DURING THE HEIGHT OF THE COVID-19 PANDEMIC, WHICH LAID BARE VULNERABILITIES IN OUR HEALTHCARE PAYMENT SYSTEM AS WELL AS INEQUITIES RELATED TO RACE AND ETHNICITY, SHINING A LIGHT ON THE NEED TO LOWER COSTS AND IMPROVE ACCESS TO NEEDED CARE.WHPC CONTINUED TO FOCUS INTENSELY ON THIS ISSUE IN 2021. KEY TO THIS WORK WAS OUR CONSTRUCTIVE COLLABORATIONS WITH LIKE-MINDED, HIGHLY-RESPECTED NON-PROFIT ORGANIZATIONS, INCLUDING THE DUKE-MARGOLIS CENTER FOR HEALTH POLICY, THE COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET ("CRFB"), ARNOLD VENTURES ("AV"), UNITED STATES OF CARE ("USOFCARE"), THE HARVARD UNIVERSITY PROGRAM ON REGULATIONS, THERAPEUTICS, THE LAW ("PORTAL"), BENTLEY UNIVERSITY'S CENTER FOR THE INTEGRATION OF SCIENCE AND INDUSTRY, UNIVERSITY OF CALIFORNIA SAN DIEGO'S SCHOOL OF PHARMACY AND PHARMACEUTICAL SCIENCES, PATIENTS FOR AFFORDABLE DRUGS, AND THE HEALTH CARE COST INSTITUTE (HCCI). OUR WORK IN 2021 HAS SUCCESSFULLY RAISED AWARENESS OF THE U.S. HEALTHCARE COST CRISIS AND WORKED TO PRODUCE CROSS-CUTTING, ACTIONABLE POLICY OPTIONS TO LOWER HEALTHCARE COSTS FOR EMPLOYERS, STATES, THE FEDERAL GOVERNMENT, AND HOUSEHOLDS. OUR FOCUS WAS AND WILL CONTINUE TO BE ON POLICY OPTIONS TO LOWER PRESCRIPTION DRUG PRICES, ACCELERATE THE MOVE TO A VALUE-BASED CARE SYSTEM, AND INCREASE PRICE TRANSPARENCY. THESE SOLUTIONS ARE KEY TO LOWERING HEALTHCARE COSTS, IMPROVING HEALTH OUTCOMES, AND ENABLING THE CREATION OF A SYSTEM THAT IS MORE TRANSPARENT, COMPETITIVE, AFFORDABLE, PERSON-CENTERED, QUALITY-DRIVEN, AND SUSTAINABLE. RAISE AWARENESS OF SPENDING CRISIS AND URGENCYTO FOCUS THE ATTENTION OF POLICYMAKERS, ADMINISTRATORS, THE BUSINESS COMMUNITY, AND THE GENERAL PUBLIC ON THE HEALTHCARE CRISIS, WHPC UNDERTOOK A VARIETY OF KEY PUBLIC AND POLICYMAKER AWARENESS STRATEGIES IN 2021. WHPC CONDUCTED NUMEROUS EDUCATIONAL ACTIVITIES IN 2021. WE RELEASED THREE SKETCH ANIMATION/EXPLAINER VIDEOS WITH RECOMMENDATIONS ON POLICIES TO LOWER HEALTH CARE COSTS. THE ACCESSIBILITY AND DIGESTIBILITY OF THESE VIDEOS RESULTED IN THEM BEING WIDELY SHARED AS QUICK PRIMERS ON KEY HEALTH ISSUES. WE HAVE ALSO USED PUBLIC FACING MEDIA AND COMMUNICATIONS PLATFORMS AND DISSEMINATED WHPC'S HEALTHCARE SPENDING EXPERTISE THROUGH NATIONWIDE SPEAKING ENGAGEMENTS. ADDITIONALLY, WHPC RECORDED PODCASTS TO BUILD ON THE PREVIOUS YEAR'S 2020 WEST HEALTH SPONSORED AMERICAN SOCIETY OF AGING (ASA) GENERATIONS SUPPLEMENT FOCUSING ON THE RISING COST OF HEALTHCARE. ALSO WITH ASA, WHPC CONVENED THE NATIONAL AGING AND POLICY SUMMIT AT ASA'S 2021 ON AGING CONFERENCE. WE AUTHORED AND PRODUCED HARD-HITTING WHPC ISSUE BRIEFS, INCLUDING ONE REVEALING THAT PEOPLE WITH EMPLOYER-SPONSORED HEALTH INSURANCE ARE NOT SHIELDED FROM THE HIGH COST OF HEALTH CARE, AS FULLY 21 MILLION PEOPLE WITH EMPLOYER COVERAGE INCURRED HEALTHCARE EXPENSES THAT EXCEEDED 10 PERCENT OF THEIR INCOMES. FAMILIES WITH MULTIPLE CHILDREN HAVE SEEN PARTICULARLY FAST GROWTH IN THEIR PREMIUM COSTS. WORK WITH PATIENTS FOR AFFORDABLE DRUGS HAS ALSO SERVED TO BRING ATTENTION TO STORIES OF PEOPLE DIRECTLY AFFECTED BY THE HIGH BURDEN OF DRUG COSTS. THROUGHOUT THIS WORK, WHPC CONTINUES TO ENSURE WE ANALYZE DATA AND PRESENT INFORMATION THROUGH AN EQUITY LENS.DEVELOP ACTIONABLE POLICIES TO LOWER DRUG COSTSTRATEGIES TO REDUCE THE RISING COST OF PHARMACEUTICALS WERE A KEY COMPONENT OF OUR WORK TO LOWER HEALTHCARE SPENDING. IN PARTICULAR, WHPC ENGAGED IN A NUMBER OF MODELING EXERCISES TO DEMONSTRATE SAVINGS FROM VARIOUS POLICY OPTIONS, CREATING A PLAYBOOK OF DRUG PRICING POLICY SAVERS THAT AGGREGATED BOTH WHPC MODELS AND EXTERNAL ASSESSMENTS TO OFFER A SUITE OF RESEARCH TO LEVERAGE IN REDUCING DRUG SPENDING. AMONG THESE, WHPC SPECIFICALLY MODELED SAVINGS TO THE COMMERCIAL MARKET ASSOCIATED WITH MEDICARE NEGOTIATION OF DRUG PRICES. WITH THE GOAL OF DEBUNKING A CENTRAL ARGUMENT MADE BY THE PHARMACEUTICAL INDUSTRY IN SUPPORT OF CURRENT HIGH DRUG PRICES, WHPC PUBLISHED ALONG WITH BENTLEY UNIVERSITY AN ANALYSIS OF THE EXTREMELY LIMITED EFFECT THAT DRUG PRICE REDUCTIONS WOULD HAVE ON PHARMACEUTICAL INNOVATION, AN ANALYSIS WHICH WAS REPEATEDLY CITED AS A COUNTERPOINT TO INDUSTRY POSITIONS. FURTHER DRUG SPENDING PUBLICATIONS CONSIDERED THE IMPACT OF CAPPING OUT OF POCKET COSTS IN MEDICARE PART D, THE FEDERAL REVENUE IMPACT OF LIMITING DRUG PRICE GROWTH IN THE COMMERCIAL MARKET, ESTIMATED SAVINGS FROM EVIDENCE-BASED LAUNCH PRICE CONTROLS, AND MODELS TO EXTEND PHARMACY BENEFIT MANAGER (PBM) REBATES TO MEDICARE BENEFICIARIES WITH MINOR IMPACT ON MEDICARE SPENDING. IN ADDITION TO MEDICARE NEGOTIATION, WHPC CONTINUED RESEARCH AND POLICY DEVELOPMENT ON OTHER STRATEGIES TO REDUCE DRUG SPENDING, INCLUDING MODELS OF EVIDENCE-BASED LAUNCH PRICE CONTROLS, AND REFORMS TO EXCESSIVE PATENT EXCLUSIVITY AS A BARRIER TO GENERIC ENTRY.DEVELOP ACTIONABLE POLICIES TO REDUCE VOLUME INCENTIVES IN FEE-FOR-SERVICEVALUE-BASED CARE ("VBC") WHICH INCORPORATES RISK FOR BOTH HEALTH AND SPENDING OUTCOMES INTO PAYMENT RATES HAS THE POTENTIAL TO REDUCE MANY OF THE VOLUME-BASED FINANCIAL INCENTIVES THAT ARE DRIVING UP PER-CAPITA HEALTHCARE COSTS. IN 2021, THE DUKE-MARGOLIS CENTER FOR HEALTH POLICY, IN COLLABORATION WITH WHPC, RELEASED SEVERAL PUBLICATIONS IN HIGH-PROFILE JOURNALS. FOR EXAMPLE, HEALTH AFFAIRS FEATURED THIS WORK IN ITS FIRST EVER TWO-PART BLOG: "A DECADE OF VALUE-BASED PAYMENT: LESSONS LEARNED AND IMPLICATIONS FOR THE CENTER FOR MEDICARE AND MEDICAID INNOVATION"AN EXCELLENT SYNTHESIS OF THE SUCCESSES AND CHALLENGES OF VPB REFORM, OFFERING AN AGENDA FOR PUBLIC AND PRIVATE PAYERS TO IMPROVE PATIENT HEALTH AT LOWER COST. ANOTHER ARTICLE STEMMING FROM THIS PARTNERSHIP WAS FEATURED IN THE NEW ENGLAND JOURNAL OF MEDICINE, ENTITLED "HOW TELEHEALTH CAN SUPPORT VIRTUAL CARE." IT DISCUSSES WAYS TO INTEGRATE PRINCIPLES OF VALUE IN TELEHEALTH DEBATE. THIS COLLABORATION PRIORITIZED GREATER FOCUS ON POSITIVE LEARNINGS FROM SUCCESSFUL, HIGH-VALUE MODELS OF COMPREHENSIVE PRIMARY CARE. THIS FOCUS LEVERAGED THE URGENCY AND OPPORTUNITY CREATED BY THE PANDEMIC TO PRESS FOR A SHIFT TOWARD VALUE-BASED PRIMARY CARE PAYMENT MODELS. WORK IN THIS AREA INCLUDED A ROUNDTABLE DISCUSSION AMONG EXPERTS TO OUTLINE THE ROUTE TO TRANSFORM COMPREHENSIVE CARE TO BE MORE EFFICIENT AND REDUCE DISPARITIES ALONG WITH A REPORT "HIGH VALUE COMPREHENSIVE CARE FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES." ADDITIONAL WORK WITH DUKE AND WHI EXPLORED WAYS TO ENGAGE STAKEHOLDERS ON VIRTUAL AND HOME CARE MODELS FOR SPECIALIZED POPULATIONS.HIGHLIGHT THE NEED FOR TRANSPARENCY IN THE HEALTH CARE SYSTEM WHPC'S ONGOING WORK WITH THE NONPARTISAN, NONPROFIT COMMITTEE FOR A RESPONSIBLE BUDGET INCLUDES POLICY OPTIONS TO INCREASE PRICE TRANSPARENCY. THESE INCLUDE DRAFTING AND PUBLICLY RELEASING 5 ISSUE BRIEFS WITH EACH DESCRIBING A POLICY OPTION AND ESTIMATING THE AMOUNT OF SAVINGS THAT POLICY WOULD CREATE; HOSTING A PUBLIC WEBINAR FEATURING A PANEL OF EXPERTS WHO DISCUSSED POLICIES TO LOWER HEALTH CARE SPENDING AS WELL AS DRAFTING AND PUBLICLY POSTING 2 BLOGS TO SUMMARIZE POLICY OPTIONS IN LONGER ISSUE BRIEFS. EARLY IN 2021, WHPC COMPLETED AN ANALYSIS THAT ESTIMATES THE EFFECTS OF MEDICARE BENEFIT CHANGES TO LOWER OUT-OF-POCKET COSTS FOR BENEFICIARIES WITH NO SUPPLEMENTAL COVERAGE, OFTEN A CIRCUMSTANCE OF THE MIDDLE INCOME BECAUSE THEY DO NOT QUALIFY FOR LOW-INCOME PROGRAMS, BUT ALSO CANNOT AFFORD TO PURCHASE SUPPLEMENTAL, PRIVATE INSURANCE. FURTHER WORK TO DISPLAY THIS INTERACTIVE MODEL ON THE WHPC WEBSITE CONTINUES.SUCCESSFUL AGINGWHPC CONTINUED TO IDENTIFY AND ADVANCE POLICIES WHICH SUPPORT THE ORGANIZATIONAL GOAL OF SUCCESSFUL AGING AS EMBODIED IN OUR MISSION TO ALLOW SENIORS TO INDEPENDENTLY AGE IN-PLACE IN THEIR HOMES AND COMMUNITIES WITH THE HIGH QUALITY OF LIFE THEY DESERVE. IN 2021, WHPC CONTINUED TO TRACK STATE AND FEDERAL POLICIES TO PROVIDE GUIDANCE ON CURRENT AND FUTURE PROJECTS ON SUCCESSFUL AGING. ACUTE CARE / GERIATRIC EMERGENCY DEPARTMENT (GED) EXPANSIONGERIATRIC EMERGENCY DEPARTMENTS ARE A MODEL OF CARE THAT ARE A CORE COMPONENT OF WEST HEALTH'S EFFORTS |
| FORM 990-PF, PART VII-B, QUESTION 1A(3) | IN 2021 99TEN BUSINESS SOLUTIONS, LLC, IN WHICH A DISQUALIFIED PERSON OWNS GREATER THAN 35%, PROVIDED IT SERVICES IN THE AMOUNT OF $39,480 TO THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. ON AN ARMS-LENGTH BASIS. THESE ARE PROFESSIONAL SERVICES AND ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(E). | |
| ELECTIONS | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD/TENANT IMPROVEMENTS | $358,190 | $318,356 | $39,834 | $39,834 |
| FURNITURE & FIXTURES | $361,135 | $294,513 | $66,622 | $66,622 |
| COMPUTER/PHONE EQUIPMENT | $421,724 | $420,901 | $823 | $823 |
| INTANGIBLE ASSET | $98,567 | $92,567 | $6,000 | $6,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,202 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,350 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEASE/RENT DEPOSIT | $25,765 | $25,765 | $25,765 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $745,343 | $745,343 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BUILDING MAINTENANCE | $15,209 | $0 | $0 | $15,209 |
| OFFICE EQUIPMENT & WIRELESS | $70,784 | $0 | $0 | $73,199 |
| OFFICE SUPPLIES | $2,562 | $0 | $0 | $2,541 |
| MEALS AND ENTERTAINMENT | $7,432 | $0 | $0 | $7,172 |
| INSURANCE | $11,550 | $0 | $0 | $11,753 |
| PROPERTY TAXES | $2,543 | $0 | $0 | $2,543 |
| PAYROLL PROCESSING FEES | $7,878 | $0 | $0 | $7,684 |
| EE MORALE/WELFARE | $2,774 | $0 | $0 | $1,914 |
| OTHER EXPENSES | $2,547 | $0 | $0 | $1,274 |
| POSTAGE/COURIER/MAIL SERVICE | $612 | $0 | $0 | $650 |
| DUES AND MEMBERSHIPS | $1,744 | $0 | $0 | $1,604 |
| LICENSES & PERMITS | $731 | $0 | $0 | $449 |
| EVENT SPONSORSHIP | $8,000 | $0 | $0 | $8,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT/ADMINISTRATIVE SERVICES | $41,636 | $0 | $0 | $41,636 |
| CONTRACTORS | $1,524,863 | $0 | $0 | $1,016,622 |
| IT/WEB CONSULTANT SERVICE FEES | $55,889 | $0 | $0 | $51,896 |
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