GARY AND MARY WEST HEALTH POLICY CENTER INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND MARY WEST HEALTH POLICY CENTER INC (EIN 27-5388874)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201913119349100201
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- 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 | 2019-11-07T06:40:18-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 655 WEST BROADWAY SUITE 700 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921018590 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | SHELLEY LYFORD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027298577 | PhoneNum |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA J MCCUTCHEN | PreparerPersonNm |
| PTIN | P00545657 | PTIN |
| Phone | 6192326500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 13:50:47 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3290D0B7376675A7A69D8F00C52CB4A09BD4F5C9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,596,340 | 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 | $5,078,891 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,078,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $270,035 | 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 | $270,035 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,104,500 | 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 | $840,177 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $203,211 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $198,449 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,569 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,643 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,184,738 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,932,379 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $97,026 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $334,061 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $291,475 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $130,049 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $125,554 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $15,923 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $17,292 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $342,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $238,703 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,710,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,942,507 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $476,247 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $448,481 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,186,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,390,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$108,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $507,809 | CashBOYAmt |
| Cash EOY | $1,144,112 | CashEOYAmt |
| Cash EOYFMV | $1,144,112 | CashEOYFMVAmt |
| Acct Rcvbl | $142 | AcctRcvblAmt |
| Acct Rcvbl BOY | $792 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $142 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $142 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $54,792 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $39,268 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $39,268 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,218,513 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $831,460 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $364,167 | LandBOYAmt |
| Land EOY | $387,053 | LandEOYAmt |
| Land EOYFMV | $387,053 | LandEOYFMVAmt |
| Other Assets BOY | $25,765 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,765 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,765 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $953,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,596,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,596,340 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $532,981 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,284,015 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $532,981 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,284,015 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $420,344 | UnrestrictedBOYAmt |
| Unrestricted EOY | $312,325 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $420,344 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $312,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $953,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,596,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $420,344 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$108,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $312,325 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $312,325 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,389,698 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $767,731 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.415216 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,098,333 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $514,047 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 6.027334 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,857,904 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $717,981 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.373268 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,864,575 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $708,692 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 6.864160 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,931,653 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $251,826 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 19.583574 | DistributionYr5Rt |
| Total Distribution | 42.263552 | TotalDistributionRt |
| Average Distribution | 8.452710 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,241,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,495,612 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,495,612 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,510,899 | QualifyingDistributionsAmt |
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 |
| 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 (6 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 | $131,272 | $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 | TREASURER | 5.00 | $40,387 | $0 | $0 |
| WILLIAM T EARLEY | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | SECRETARY | 5.00 | $98,376 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMY HERR | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $172,616 | $25,690 | $0 |
| CRISTINA BOCCUTI | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | DIR. HEALTH POLICY | 40.00 | $96,020 | $13,893 | $0 |
| MEAGAN ALLEY | ||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | STRATEGY ANALYST | 40.00 | $62,897 | $5,725 | $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 | $437,917 |
| HART HEALTH STRATEGIES INC | |||||
| 3823 FORDHAM ROAD NW | WASHINGTON | DC | 20016 | CONSULTANTS | $330,000 |
| PERRY COMMUNICATIONS GROUP INC | |||||
| 980 9TH STREET SUITE 410 | SACRAMENTO | CA | 95814 | CONSULTANTS | $318,333 |
| RESEARCH FOUNDATION FOR MENTAL HYGIENE INC | |||||
| 150 BROADWAY STE 301 | MENANDS | NY | 12204 | CONSULTANTS | $200,000 |
| RHETT BUTTLE (PUBLIC PRIVATE STRATEGIES) | |||||
| 776 GIRARD STREET NW | WASHINGTON | DC | 20001 | CONSULTANTS | $112,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STATEMENT 7 | Description1Txt |
| Expenses1 | $4,390,988 | 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 | $1,260,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,260,595 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,260,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,241,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,390,988 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $119,911 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,510,899 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,510,899 | AdjustedQualifyingDistriAmt |
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 | $4,510,899 | CurrentYearAmt |
| Year1 | $3,389,698 | Year1Amt |
| Year2 | $3,098,333 | Year2Amt |
| Year3 | $3,857,904 | Year3Amt |
| Total | $14,856,834 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $448,481 | CurrentYearAmt |
| Year1 | $329,954 | Year1Amt |
| Year2 | $358,903 | Year2Amt |
| Year3 | $611,766 | Year3Amt |
| Total | $1,749,104 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,062,418 | CurrentYearAmt |
| Year1 | $3,059,744 | Year1Amt |
| Year2 | $2,739,430 | Year2Amt |
| Year3 | $3,246,138 | Year3Amt |
| Total | $13,107,730 | 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 | $41,389 | CurrentYearAmt |
| Year1 | $25,591 | Year1Amt |
| Year2 | $17,135 | Year2Amt |
| Year3 | $23,933 | Year3Amt |
| Total | $108,048 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL PACE ASSOCIATION | |||||||
| 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 SO OLDER INDIVIDUALS CAN CONTINUE LIVING IN THE COMMUNITY. | $158,675 |
| CENTER FOR HEALTH CARE STRATEGIES INC | |||||||
| 200 AMERICAN METRO BLVDSUITE 119 | HAMILTON | NJ | 08619 | NONE | PC | DEDICATED TO IMPROVING THE HEALTH OF LOW-INCOME AMERICANS | $289,806 |
| LONG-TERM QUALITY ALLIANCE | |||||||
| 1666 K STREET NW - STE 1100 | WASHINGTON | DC | 20006 | NONE | PC | DEDICATED TO ADVANCE THE AVAILABILITY, AFFORDABILITY, AND ACCESS TO HIGH-QUALITY, PERSON- AND FAMILY-CENTERED, CONSUMER-EMPOWERING, COORDINATED LONG-TERM SERVICES AND SUPPORTS. | $31,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $479,558 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR HEALTH CARE STRATEGIES INC | |||||||
| 200 AMERICAN METRO BLVDSUITE 119 | HAMILTON | NJ | 08619 | NONE | PC | DEDICATED TO IMPROVING THE HEALTH OF LOW-INCOME AMERICANS | $23,587 |
| DUKE UNIVERSITY ON BEHALF OF 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. | $45,913 |
| NATIONAL PACE ASSOCIATION | |||||||
| 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 SO OLDER INDIVIDUALS CAN CONTINUE LIVING IN THE COMMUNITY. | $53,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $123,015 | 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 | 505 LOMAS SANTA FE DRIVE SUITE 230 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,078,891 | 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 | $24,569 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,643 | DisbursementsCharitablePrpsAmt |
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 | $270,556 | $87,634 | $87,634 |
| FURNITURE & FIXTURES | $357,907 | $268,791 | $89,116 | $89,116 |
| COMPUTER/PHONE EQUIPMENT | $411,848 | $228,717 | $183,131 | $183,131 |
| INTANGIBLE ASSET | $90,568 | $63,396 | $27,172 | $27,172 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,800 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE/RENT DEPOSIT | Desc |
| BOY Book Value | $25,765 | BOYBookValueAmt |
| EOY Book Value | $25,765 | EOYBookValueAmt |
| EOYFMV | $25,765 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT & WIRELESS | $48,796 | $0 | $0 | $47,560 |
| OFFICE SUPPLIES | $7,011 | $0 | $0 | $7,143 |
| BUILDING MAINTENANCE | $4,239 | $0 | $0 | $4,239 |
| MEALS AND ENTERTAINMENT | $11,921 | $0 | $0 | $10,920 |
| INSURANCE | $4,090 | $0 | $0 | $3,367 |
| PAYROLL PROCESSING FEES | $2,048 | $0 | $0 | $1,949 |
| EE MORALE/WELFARE | $845 | $0 | $0 | $245 |
| OTHER EXPENSES | $1,547 | $0 | $0 | $1,547 |
| POSTAGE/COURIER/MAIL SERVICE | $1,751 | $0 | $0 | $1,773 |
| DUES & MEMBERSHIPS | $1,708 | $0 | $0 | $1,629 |
| LICENSES & PERMITS | $1,355 | $0 | $0 | $80 |
| STAFF TRAINING AND DEVELOPMENT | $229 | $0 | $0 | $229 |
| PROPERTY TAXES | -$15,707 | $0 | $0 | -$15,707 |
| PROGRAM COMMUNICATIONS | $238,204 | $0 | $0 | $151,515 |
| EVENT SPONSORSHIP | $27,500 | $0 | $0 | $15,000 |
| PRESS RELEASES | $7,214 | $0 | $0 | $7,214 |
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 | $39,158 | $0 | $0 | $39,158 |
| CONTRACTORS | $2,123,071 | $0 | $0 | $1,871,323 |
| IT/WEB CONSULTANT SERVICE FEES | $22,509 | $0 | $0 | $21,898 |
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