GARY AND MARY WEST HEALTH INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND MARY WEST HEALTH INSTITUTE (EIN 26-4146730)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201643169349300109
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T06:31:24-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | MICHAEL CAPONETTO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8585357000 | PhoneNum |
| Signature | 2016-11-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHELLEY LYFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10350 NORTH TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,448,412 | 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 | 29 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,029,124 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,800,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $91,956 | PYInvestmentIncomeAmt |
| CY Investment Income | $122,954 | CYInvestmentIncomeAmt |
| PY Other Revenue | $253,009 | PYOtherRevenueAmt |
| CY Other Revenue | $516,329 | CYOtherRevenueAmt |
| PY Total Revenue | $9,374,089 | PYTotalRevenueAmt |
| CY Total Revenue | $13,439,283 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,709 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,354,959 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,072,503 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,560,603 | PYOtherExpensesAmt |
| CY Other Expenses | $10,740,311 | CYOtherExpensesAmt |
| PY Total Expenses | $18,915,562 | PYTotalExpensesAmt |
| CY Total Expenses | $15,859,523 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,541,473 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,420,240 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,259,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,072,126 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,375,637 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,679,572 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,884,357 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,392,554 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTE HAS FURTHER FOCUSED ITS MISSION FROM THE BROAD BASED MISSION OF PIONEERING NEW AND SMARTER TECHNOLOGIES, POLICIES AND PRACTICES TO MAKE HIGH QUALITY HEALTHCARE MORE ACCESSIBLE AT A LOWER COST TO ALL TO A MORE FOCUSED MISSION OF ENABLING SENIORS TO SUCCESSFULLY AGE IN PLACE 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 | $8,839,848 | ExpenseAmt |
| Grant | $46,709 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN 2015, THE GARY AND MARY WEST HEALTH INSTITUTE (INSTITUTE) ACTIVELY CONDUCTED APPLIED MEDICAL RESEARCH, IN CONJUNCTION WITH THE HOSPITALS LISTED ON SCHEDULE A. THIS RESEARCH INVOLVED THE USE OF MEDICALLY-RELATED TECHNOLOGIES, PROCESSES AND PRACTICES TO PIONEER NEW AND SMARTER APPROACHES TO CARE DELIVERY AND PAYMENT AND CARE COORDINATION, AS WELL AS ADDRESSING OVERUTILIZATION. THE ULTIMATE OBJECTIVE FOR SUCH RESEARCH IS TO INTRODUCE SAFE, EFFECTIVE AND LESS COSTLY MEANS FOR DELIVERING HIGH-QUALITY HEALTHCARE. IN LATE 2015, THE INSTITUTE FURTHER FOCUSED ITS WORK AROUND ACTIVELY RESEARCHING SENIOR-APPROPRIATE ACUTE, LONG-TERM AND CHRONIC CARE MODELS THAT SUPPORT INDEPENDENCE FOR SENIORS IN A COST-EFFECTIVE MANNER. AMERICANS ARE LIVING LONGER AND BETTER THAN EVER BEFORE THANKS TO MAJOR MEDICAL AND PUBLIC HEALTH ADVANCES, AND GREATER ACCESS TO HEALTHCARE. HOWEVER, AS OUR POPULATION AGES AND GROWS, WE FACE SIGNIFICANT CHALLENGES TO LIVING OUT OUR YEARS IN THE BEST WAY POSSIBLE. WE ARE IN THE MIDST OF ONE OF THE LARGEST DEMOGRAPHIC SHIFTS IN U.S. HISTORY AS BABY BOOMERS TURN 65 AT THE RATE OF 10,000 A DAY. THIS IS ALREADY HAVING A MAJOR IMPACT ON OUR HEALTHCARE SYSTEM AND COMMUNITY-BASED SERVICES, WHICH ARE NOT SCALED OR STRUCTURED TO MEET THE DEMANDS, NEEDS AND EXPECTATIONS OF SENIORS AND THEIR FAMILIES.IN 2015, THE INSTITUTE HAD THE FOLLOWING ACTIVE RESEARCH FOCUS AREAS:1. SENIOR APPROPRIATE ACUTE, LONG-TERM AND CHRONIC CARE, WHICH IS ESSENTIAL AS SENIORS ARE A SIGNIFICANT GROWING POPULATION WITHIN OUR HIGHLY FRAGMENTED HEALTHCARE SYSTEM; AND2. OTHER AUTOMATED, CONNECTED AND COORDINATED CARE, WHICH LOWERS HEALTHCARE COSTS BY DELIVERING CARE AT HOME OR IN THE MOST OPTIMUM SETTING TO PREVENT MORE EXPENSIVE, HOSPITAL-BASED EVENTS.THE FOLLOWING IS AN OVERVIEW OF THE INSTITUTE'S RESEARCH PROJECTS IN 2015:1. SENIOR CAREA) EMERGENCY DEPARTMENT TO HOME: THE INSTITUTE IS ENGAGED IN TWO MAIN RESEARCH STUDIES FOR 2015 REGARDING ITS EMERGENCY DEPARTMENT TO HOME PROGRAM. ONE STUDY, IDENTIFIED AS THE "ACUTE CARE AT HOME (ACH)" PROGRAM, IS A FOLLOW ON COLLABORATION WITH THE UNIVERSITY OF CALIFORNIA, SAN DIEGO (UCSD) DEPARTMENT OF EMERGENCY MEDICINE, BUILDING ON OUR EARLIER ANALYSIS OF KNOWLEDGE AND WILLINGNESS BY EMERGENCY PHYSICIANS TO TRANSITION APPROPRIATE PATIENTS TO HOME HEALTH AS AN ALTERNATIVE TO INPATIENT HOSPITAL ADMISSION. THE PRESENT FOLLOW-ON STUDY INVOLVES ACTUAL PATIENT TRANSITIONS AS ALTERNATIVES TO ADMISSIONS. THE OTHER COLLABORATION, IDENTIFIED AS "TREATMENT AT HOME OPTION (TAHO)," IS BEING CONDUCTED IN COLLABORATION WITH GEISINGER HEALTH SYSTEM. TAHO ALSO INVOLVES ACTUAL PATIENT TRANSITIONS FROM THE EMERGENCY DEPARTMENT AS AN ALTERNATIVE TO ADMISSION. WHILE THE UCSD STUDY USES HOME HEALTH SERVICES, THE GEISINGER PROGRAM EXPLORES THE USE OF COMMUNITY PARAMEDICS. IN ADDITION TO THE ABOVE, IN COLLABORATION WITH MOUNT SINAI HOSPITAL, THE INSTITUTE CONCLUDED HOME CARE RESEARCH TO BETTER UNDERSTAND BARRIERS TO INNOVATION IN THE DEVELOPMENT OF EMERGENCY MEDICAL SERVICES IN SUPPORT OF AVOIDING UNNECESSARY HOSPITALIZATIONS. THE RESEARCH EVALUATED GAPS AND OPPORTUNITIES TO SUPPORT MORE CARE IN THE HOME, INCLUDING: 24 HOUR RESPONSE, 911 COORDINATION WITH HOME HEALTH, AND EXPANSION OF THE HEALTHCARE WORKFORCE.B) HOME-BASED PRIMARY CARE (HBPC): THE INSTITUTE'S WORK ON HOME-BASED PRIMARY CARE INCLUDES THREE RESEARCH PROJECTS. THE FIRST, IN COLLABORATION WITH MEDSTAR WASHINGTON HOSPITAL CENTER, THE INSTITUTE CONDUCTED MEDICAL RESEARCH TO EXPLORE NEW CARE DELIVERY MODELS TO CHRONICALLY ILL, FRAIL, ELDERLY PATIENTS, FOCUSED ON TECHNOLOGIES AND PRACTICES THAT WOULD BETTER ENABLE WIDESPREAD SCALABILITY AND SUSTAINABILITY. THIS INCLUDED WORK TO DEMONSTRATE OPERATIONAL IMPROVEMENTS RELATED TO DISPATCH AND TRIAGE. SECONDLY, THE INSTITUTE, IN COLLABORATION WITH UNIVERSITY OF CALIFORNIA, SAN FRANCISCO AND JOHNS HOPKINS UNIVERSITY, WORKED TO OBTAIN APPROVAL BY CMS TO LAUNCH A QUALIFIED CLINICAL DATA REGISTRY FOR HBPC PRACTICES. C) LONG TERM SERVICES AND SUPPORTS: IN CONJUNCTION WITH THE INSTITUTE'S HBPC WORK, THE INSTITUTE EMBARKED ON RESEARCH TO DEMONSTRATE HOW COORDINATING LONG-TERM SERVICES AND SUPPORTS WITHIN A HBPC MEDICAL PRACTICE FACILITATES MEETING PATIENT/FAMILY NEEDS TO IMPROVE THE CONTINUUM OF CARE. HOW THESE NON-CLINICAL SERVICES AND SUPPORTS ARE PROVIDED AND COORDINATED THROUGH THE HBPC PRACTICE VARIES CONSIDERABLY. THE INSTITUTE IS INTERESTED IN UNDERSTANDING HOW THESE SERVICES ARE PROVIDED AND COORDINATED IN A SEAMLESS WAY BY ASSESSING, INTERVIEWING, AND UNDERSTANDING HOW HBPC PRACTICES FACILITATE AND INTEGRATE LTSS. THE INSTITUTE BELIEVES THIS INTEGRATION SUPPORTS CLINICAL CARE, HELPS REDUCE COST, DECREASES UTILIZATION, AND IMPROVES FAMILY/PATIENT SATISFACTION.D) SENIOR EMERGENCY CARE UNIT: THE INSTITUTE ENTERED INTO A RESEARCH COLLABORATION WITH THE UNIVERSITY OF CALIFORNIA, SAN DIEGO (UCSD) HEALTH SYSTEM TO CONDUCT MEDICAL RESEARCH ON A NEWLY DEVELOPED GERIATRIC EMERGENCY DEPARTMENT (GED). THE FIRST PHASE OF THIS RESEARCH BEGAN IN 2015 AND CONTINUED INTO 2016. DURING THIS PHASE, UCSD AND THE INSTITUTE CONDUCTED PRIMARY AND SECONDARY RESEARCH ON GERIATRIC CENTERS OF EXCELLENCE, INCLUDING GERIATRIC EMERGENCY DEPARTMENTS, IN THE FORM OF STAKEHOLDER INTERVIEWS, SITE VISITS, LITERATURE REVIEWS, ETC., IN ORDER TO HARVEST BEST PRACTICES AND IDENTIFY THE NECESSARY REQUIREMENTS, CONSTITUENTS AND SERVICES FOR IMPLEMENTING AND OPERATIONALIZING A GED. ADDITIONALLY, UCSD AND THE INSTITUTE ASSESSED CURRENT OPERATIONS AND PATIENT FLOW IN UCSD'S LA JOLLA EMERGENCY DEPARTMENT WITH A FOCUS ON MAKING RECOMMENDATIONS FOR CLINICAL CARE, WORKFLOW, STAFFING, AND OPERATIONS FOR A GED. AS A RESULT OF THE PHASE 1 RESEARCH, UCSD AND THE INSTITUTE DEVELOPED A COMPREHENSIVE FOUNDATION TO MAKE WELL-INFORMED DECISIONS REGARDING THE CLINICAL DEVELOPMENT OF A GED, A PRE-LAUNCH STRATEGIC PLAN FOR A GED AND A PROPOSAL FOR A SUBSEQUENT PHASE OF GED RESEARCH.E) CARGIVERS: IN TODAY'S HEALTHCARE ENVIRONMENT FAMILY CAREGIVERS OFTEN PROVIDE COMPLEX MEDICAL AND NURSING CARE AT HOME THAT DECADES AGO WOULD ONLY HAVE BEEN PROVIDED IN HOSPITALS BY TRAINED PROFESSIONALS. THE LACK OF ADEQUATE AND APPROPRIATE TRAINING AND SUPPORT FOR FAMILY CAREGIVERS CARING FOR PEOPLE WITH MULTIPLE CHRONIC CONDITIONS IS A CRISIS THAT DEMANDS URGENT ATTENTION. IN AN EFFORT TO ADDRESS THE GAP IN SKILLS TRAINING AND SUPPORT FOR FAMILY CAREGIVERS, IN LATE 2015, THE INSTITUTE LAUNCHED RESEARCH TO DEVELOP A SCALABLE, LOW-COST, ONLINE LEARNING PLATFORM AIMED AT FAMILY AND OTHER "INFORMAL" CAREGIVERS THAT RECOGNIZES THE LEVEL OF SKILL, KNOWLEDGE, AND EXPERTISE REQUIRED TO FULFILL THEIR ROLE.F) INTEGRATED ORAL AND HEALTHCARE COORDINATION: DISEASE PREVENTION REQUIRES PATIENT-CENTERED MODELS THAT INTEGRATE CARE COORDINATION AND CHRONIC CARE MANAGEMENT, PROMISING IMPROVED CLINICAL OUTCOMES AND REDUCED COST. THE INSTITUTE HYPOTHESIZES THAT LOCALIZATION AND IMPLEMENTATION OF AN INTEGRATED ORAL HEALTH AND CARE COORDINATION MODEL IN A COMMUNITY WELLNESS ORGANIZATION WILL RESULT IN INCREASED ACCESS TO TIMELY SERVICES, BETTER QUALITY, LOWER COSTS AND BETTER HEALTH AND SURVIVAL. CONSEQUENTLY, IN LATE 2015, THE INSTITUTE LAUNCHED INITIATIVES TO RESEARCH CUTTING EDGE STRATEGIES TO INTEGRATE AND COORDINATE ORAL AND GENERAL HEALTHCARE NEEDS FOR VULNERABLE SENIORS.2. AUTOMATED, CONNECTED AND COORDINATED CARE AND OTHER RESEARCHA) EMMERSIV AUTISM RESEARCH PROJECT: IN 2015, THE INSTITUTE CONCLUDED ITS RESEARCH STUDY, IN COLLABORATION WITH RADY CHILDREN'S HOSPITAL SAN DIEGO, TO RESEARCH A SUPPLEMENTAL BEHAVIORAL THERAPY SOFTWARE SOLUTION BUILT ON MICROSOFT'S KINECT FOR WINDOWS PLATFORM. THE RESEARCH TEAM'S ETHNOGRAPHIC STUDY RESEARCH FINDINGS WERE SUBMITTED TO AN AUTISM RESEARCH JOURNAL IN ORDER TO SHARE THE INSTITUTE'S LEARNINGS WITH THE AUTISM RESEARCH COMMUNITY AT-LARGE. TO FURTHER ADVANCE THE WORK ON AUTISM THERAPY, THE INSTITUTE DONATED THE PROTOTYPE, TECHNICAL AND CLINICAL ASSETS RELATING TO THE WORK TO NORTHEASTERN UNIVERSITY'S BOUV COLLEGE OF HEALTH SCIENCES, A LEADER IN AUTISM RESEARCH, TO AID THEIR RESEARCH PROGRAMS AND FOR OTHER EDUCATIONAL PURPOSES. BY DONATING OUR PROTOTYPE, TECHNICAL AND CLINICAL ASSETS TO ONE OF THE NATION'S LEADING UNIVERSITIES FOR AUTISM RESEARCH GIVES IT THE GREATEST CHANCE OF IMPROVING ACCESS TO HIGH-QUALITY BEHAVIORAL THERAPY FOR THE GREATEST NUMBER OF PATIENTS.B) INTEROPERABILITY: THE INSTITUTE CONCLUDED WORK IN COLLABORATION WITH BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TO DETERMINE THE BEST WAY TO ENSURE THAT THE RIGHT MEDICINE IS IN THE INFUSION PUMP, AND THAT IT IS BEING GIVEN AT THE RIGHT DOSE TO THE RIGHT PATIENT. THIS INVOLVES INTEROPERABILITY BETWEEN CLINICAL ORDER, PHARMACY AND THE INFUSION PUMP, WITH A NEEDED CONFIRMATION OF MATCHING BETWEEN THE PATIENT, DRUG AND DOSE AT THE LEVEL OF THE INFUSION PUMP. THIS ALSO INCLUDED EXPLORATION AS TO WHAT TECHNOLOGIES EXIST TO ARRIVE AT A TESTABLE SOLUTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $313,625 | ExpenseAmt |
| Desc | TO SUPPLEMENT AND BROADEN THE INSTITUTE'S MEDICAL RESEARCH ACTIVITIES, THE INSTITUTE ALSO PARTICIPATED IN PUBLIC EDUCATION AND THE DISSEMINATION OF RESEARCH FINDINGS TO THOSE INTERESTED IN REDUCING THE COST OF HEALTHCARE SERVICES AND DEVELOPING SENIOR-APPROPRIATE ACUTE, LONG-TERM AND CHRONIC CARE MODELS THAT SUPPORT INDEPENDENCE FOR SENIORS IN A COST-EFFECTIVE MANNER. THE INSTITUTE HAS PROMOTED THE DEVELOPMENT AND IMPLEMENTATION OF POLICIES WHICH ADVANCE THE ADOPTION OF MEDICAL DEVICE INTEROPERABILITY, TRANSITIONS OF CARE, HOME-BASED PRIMARY CARE AND PAYMENT MODELS THROUGH CONFERENCE PARTICIPATION AND DIRECT INTERACTION WITH POLICYMAKERS IN BOTH THE REGULATORY AND LEGISLATIVE ARENAS. THE INSTITUTE ALSO HAD AN INNOVATOR-IN-RESIDENCE AT THE FEDERAL GOVERNMENT DEPT. OF HEALTH AND HUMAN SERVICES AND WORKED CLOSELY WITH THE OFFICE OF THE NATIONAL COORDINATOR FOR HEALTH IT REGARDING SIMILAR INITIATIVES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,153,473 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 29 | 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 | 0 | 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 | Yes (1) | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS VALERIANI | ||||||||
| CEO THROUGH 9/3/15, DIRECTOR | 40.00 | 15.00 | Yes (X) | Yes (X) | $1,155,805 | $84,776 | $18,236 | |
| MICHAEL JOHNS MD | ||||||||
| DIRECTOR | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES SEDERSTROM | ||||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY L WEST | ||||||||
| DIRECTOR/CHAIRMAN | 15.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MCCLELLAN | ||||||||
| DIRECTOR | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA CAMPAU | ||||||||
| VP,COMMUNICATIONS/PR | 50.00 | 0.00 | Yes (X) | $0 | $203,478 | $23,309 | ||
| TIMOTHY LASH | ||||||||
| EVP, STRATEGY AND SUCCESSFUL AGING | 40.00 | 10.00 | Yes (X) | $0 | $494,549 | $42,284 | ||
| NANCY IVES SCHROEDER | ||||||||
| SENIOR DIRECTOR COMM THROUGH 5/17/15 | 50.00 | 0.00 | Yes (X) | $0 | $185,282 | $36,721 | ||
| VALERIE VOLPE | ||||||||
| SENIOR DIRECTOR, ADVOCACY | 50.00 | 0.00 | Yes (X) | $0 | $398,778 | $11,648 | ||
| ZIA AGHA | ||||||||
| EVP CLINICAL RESEARCH | 50.00 | 0.00 | Yes (X) | $473,544 | $0 | $46,266 | ||
| CHRIS COSTA | ||||||||
| GENERAL COUNSEL THROUGH 9/30/15 | 40.00 | 10.00 | Yes (X) | $0 | $345,949 | $31,598 | ||
| MARY ELLEN CIAFARDINI | ||||||||
| VICE PRESIDENT, HUMAN RESOURCES | 50.00 | 0.00 | Yes (X) | $0 | $221,559 | $42,236 | ||
| MICHAEL CAPONETTO | ||||||||
| CFO/TREASURER | 40.00 | 15.00 | Yes (X) | $0 | $687,349 | $44,107 | ||
| RICHARD DAKERS | ||||||||
| EVP BUS DEV/CSO THROUGH 6/30/15 | 40.00 | 10.00 | Yes (X) | $0 | $513,733 | $17,580 | ||
| SHELLEY M LYFORD | ||||||||
| COO, THEN CEO 9/3/15; SECRETARY | 40.00 | 15.00 | Yes (X) | $116,500 | $526,976 | $9,770 | ||
| JOSEPH M SMITH PHD FACC | ||||||||
| CHIEF MEDICAL OFFICER,CSO | 40.00 | 20.00 | Yes (X) | $959,178 | $125,000 | $46,857 | ||
| GREGORY NORMAN | ||||||||
| PRINCIPAL INVESTIGATOR | 50.00 | 0.00 | $178,121 | $0 | $12,332 | Yes (X) | ||
| JOSE UNPINGCO | ||||||||
| TECH DIRECTOR DATA SCIENCE | 50.00 | 0.00 | $191,534 | $0 | $36,648 | Yes (X) | ||
| RICHARD LANE | ||||||||
| TECH DIR DATA SCIENCE THROUGH 7/1/15 | 50.00 | 0.00 | $163,086 | $0 | $16,011 | Yes (X) | ||
| MITUL SHAH | ||||||||
| SENIOR DIRECTOR, PROGRAMS | 50.00 | 0.00 | $226,431 | $0 | $27,715 | Yes (X) | ||
| CHRISTOPHER CROWLEY | ||||||||
| PROGRAM MANAGER | 50.00 | 0.00 | $202,544 | $0 | $26,420 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,666,743 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,787,429 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $489,738 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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 |
|---|---|---|---|---|---|
| R-GA MEDIA GROUP INC | |||||
| PO BOX 7247-6590 | PHILADELPHIA | PA | 191706590 | WEBSITE DESIGN | $639,919 |
| TOGORUN LLC | |||||
| PO BOX 775159 | ST LOUIS | MO | 63177 | STRATEGIC ANALYSIS | $390,243 |
| COMMUNICATION PARTNERS & ASSOCIATES LLC | |||||
| 7 WORLD TRADE CENTER | NEW YORK | NY | 10007 | CONSULTANTS | $265,536 |
| WEST DEVELOPMENT LLC | |||||
| 5796 ARMADA DRIVE STE 300 | CARLSBAD | CA | 920084694 | IT SUPPORT | $122,675 |
| INCEODIA LLC | |||||
| 11477 OLYMPIC TERRACE AVE NE | BAINBRIDGE ISLAND | WA | 98110 | CONSULTANTS | $117,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $12,800,000 | RelatedOrganizationsAmt |
| Total Contributions | $12,800,000 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,435 | TotalRevenueColumnAmt |
| Exclusion | $86,435 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $250,821 | TotalRevenueColumnAmt |
| Exclusion | $250,821 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $259,500 | 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 | $259,500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $259,500 | TotalRevenueColumnAmt |
| Exclusion | $259,500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $45,648 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,129 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $36,519 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,519 | TotalRevenueColumnAmt |
| Exclusion | $36,519 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SPEAKER FEES | 900099 | $5,121 | $5,121 |
| MISCELLANEOUS REVENUE | 900099 | $887 | $887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,008 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,439,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $639,283 | 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 | $46,709 | TotalAmt |
| Program Services | $46,709 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,142,418 | TotalAmt |
| Program Services | $1,358,102 | ProgramServicesAmt |
| Management And General | $784,316 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,459,171 | TotalAmt |
| Program Services | $2,428,254 | ProgramServicesAmt |
| Management And General | $30,917 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,930 | TotalAmt |
| Program Services | $38,647 | ProgramServicesAmt |
| Management And General | -$11,717 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,995 | TotalAmt |
| Program Services | $214,685 | ProgramServicesAmt |
| Management And General | -$2,690 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,989 | TotalAmt |
| Program Services | $206,990 | ProgramServicesAmt |
| Management And General | $24,999 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,483,212 | TotalAmt |
| Program Services | $1,672,014 | ProgramServicesAmt |
| Management And General | $2,811,198 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,240 | TotalAmt |
| Program Services | $169,482 | ProgramServicesAmt |
| Management And General | $64,758 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,023 | TotalAmt |
| Management And General | $47,023 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,873 | TotalAmt |
| Program Services | $82,873 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,028,823 | TotalAmt |
| Program Services | $1,504,574 | ProgramServicesAmt |
| Management And General | $524,249 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,294 | TotalAmt |
| Program Services | $2,371 | ProgramServicesAmt |
| Management And General | $7,923 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,263 | TotalAmt |
| Program Services | $84,115 | ProgramServicesAmt |
| Management And General | $315,148 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,437,198 | TotalAmt |
| Program Services | $798,557 | ProgramServicesAmt |
| Management And General | $638,641 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,192 | TotalAmt |
| Program Services | $330,806 | ProgramServicesAmt |
| Management And General | $85,386 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,472 | TotalAmt |
| Program Services | $26,352 | ProgramServicesAmt |
| Management And General | $120 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,054,878 | TotalAmt |
| Program Services | $28,134 | ProgramServicesAmt |
| Management And General | $1,026,744 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,533 | TotalAmt |
| Program Services | $79,731 | ProgramServicesAmt |
| Management And General | $45,802 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBSCRIPTIONS & PUBLICA | $143,077 | $52,782 | $90,295 |
| TELECOMMUNICATIONS | $112,075 | $4,513 | $107,562 |
| RECRUITING & RETENTION | $73,254 | $5,309 | $67,945 |
| EQUIPMENT AND SUPPLIES | $42,575 | $15,527 | $27,048 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,329 | TotalAmt |
| Program Services | $2,946 | ProgramServicesAmt |
| Management And General | $20,383 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,859,523 | TotalAmt |
| Program Services | $9,153,473 | ProgramServicesAmt |
| Management And General | $6,706,050 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,833 | BOYAmt |
| EOY | $1,182,106 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,075,189 | BOYAmt |
| EOY | $5,603,138 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,802 | BOYAmt |
| EOY | $288,313 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,442,386 | BOYAmt |
| EOY | $337,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,860,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,655,893 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,821,734 | BOYAmt |
| EOY | $1,204,494 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,093,750 | BOYAmt |
| EOY | $2,022,187 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,330 | BOYAmt |
| EOY | $434,722 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,970 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,259,994 | BOYAmt |
| EOY | $11,072,126 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,403,037 | BOYAmt |
| EOY | $1,256,955 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $972,600 | BOYAmt |
| EOY | $422,617 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,375,637 | BOYAmt |
| EOY | $1,679,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,884,357 | BOYAmt |
| EOY | $9,392,554 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,884,357 | BOYAmt |
| EOY | $9,392,554 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,259,994 | BOYAmt |
| EOY | $11,072,126 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,420,240 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,071,563 | NetUnrlzdGainsLossesInvstAmt |
| 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 (6 entries)
| CityCityNm | State AbbreviationStateAbbreviationCd |
|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |
| BOSTON | MA |
| GEISINGER HEALTH SYSTEM | |
| DANVILLE | PA |
| UC REGENTSUNIVERSITY OF CALIFORNIA SAN DIEGO | |
| LA JOLLA | CA |
| RADY CHILDREN'S HOSPITAL | |
| SAN DIEGO | CA |
| MOUNT SINAI HOSPITAL | |
| NEW YORK | NY |
| MEDSTAR WASHINGTON HOSPITAL CENTER | |
| WASHINGTON | DC |
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 | $82,873 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $82,873 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,776,650 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,859,523 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $942,976 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $235,744 | 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 | $942,976 | CurrentYearAmt |
| Total | $3,942,976 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,914,464 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $95,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $63,034 | CurrentYearMinus2Amt |
| Current Year Minus1 | $166,693 | CurrentYearMinus1Amt |
| Current Year | $82,873 | CurrentYearAmt |
| Total | $407,600 | 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 | $235,744 | CurrentYearAmt |
| Total | $985,744 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,478,616 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,474,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,844,345 | DepreciationAmt |
| Book Value | $630,570 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,874,296 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,595,474 | DepreciationAmt |
| Book Value | $278,822 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,511,176 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,216,074 | DepreciationAmt |
| Book Value | $295,102 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,204,494 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMON STOCK - 93,750 SHARES IN WSTC DONATED IN 2009 | Desc |
| Book Value | $2,022,187 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,022,187 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $278,314 |
| LEASE INCENTIVE LIABILITY | $144,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $422,617 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,367,720 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,071,563 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,071,563 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,439,283 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,439,283 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,859,523 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,859,523 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,859,523 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CORRESPONDING SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE EXCEPT FOR TAXES ON NET UNRELATED BUSINESS INCOME. SINCE THE INSTITUTE HAD NO OBLIGATION FOR UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014, NO PROVISIONS FOR FEDERAL OR STATE INCOME TAXES HAVE BEEN MADE. IN JULY 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ISSUED ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE-LIKELY THAN-NOT FOR RECOGNITION OF TAX BENEFITS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC 740 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. THE INSTITUTE HAS APPLIED FASB ASC 740 TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN AND DETERMINED THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS. IN ADDITION, THERE HAVE BEEN NO MATERIAL CHANGES IN UNRECOGNIZED BENEFITS SINCE JULY 1, 2008, NOR ARE ANY ANTICIPATED IN THE NEXT TWELVE MONTHS. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| NORTHEASTERN UNIVERSITY | |||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 041679980 | 501(C)(3) | $8,424 | FMV | VARIOUS EMMERSIV ASSETS | DONATION OF ASSETS FOR GENERAL OPERATIONS |
| GARY AND MARY WEST FOUNDATION | |||||||||
| 505 LOMAS SANTA FE DR SUITE 230 | SOLANA BEACH | CA | 92075 | 470793015 | 501(C)(3) | $37,225 | FMV | MEDICAL EQUIPMENT | DONATION OF ASSETS FOR GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS WILL ONLY BE MADE TO 501(C)(3) ORGANIZATIONS TO ENSURE THE FUNDS WILL BE USED PROPERLY. | ExplanationTxt |
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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS VALERIANI | ||||||||||||||
| CEO THROUGH 9/3/15, DIRECTOR | $761,014 | $84,776 | $393,750 | $0 | $1,041 | $0 | $13,250 | $0 | $4,986 | $0 | $1,174,041 | $84,776 | $0 | $0 |
| DIANA CAMPAU | ||||||||||||||
| VP,COMMUNICATIONS/PR | $0 | $182,682 | $0 | $20,000 | $0 | $796 | $0 | $8,750 | $0 | $14,559 | $0 | $226,787 | $0 | $0 |
| TIMOTHY LASH | ||||||||||||||
| EVP, STRATEGY AND SUCCESSFUL AGING | $0 | $431,226 | $0 | $63,000 | $0 | $323 | $0 | $13,250 | $0 | $29,034 | $0 | $536,833 | $0 | $0 |
| NANCY IVES SCHROEDER | ||||||||||||||
| SENIOR DIRECTOR COMM THROUGH 5/17/15 | $0 | $152,585 | $0 | $32,500 | $0 | $197 | $0 | $8,012 | $0 | $28,709 | $0 | $222,003 | $0 | $0 |
| VALERIE VOLPE | ||||||||||||||
| SENIOR DIRECTOR, ADVOCACY | $0 | $345,234 | $0 | $52,000 | $0 | $1,544 | $0 | $0 | $0 | $11,648 | $0 | $410,426 | $0 | $0 |
| ZIA AGHA | ||||||||||||||
| EVP CLINICAL RESEARCH | $396,805 | $0 | $58,200 | $0 | $18,539 | $0 | $12,844 | $0 | $33,422 | $0 | $519,810 | $0 | $0 | $0 |
| CHRIS COSTA | ||||||||||||||
| GENERAL COUNSEL THROUGH 9/30/15 | $0 | $234,772 | $0 | $35,900 | $0 | $75,277 | $0 | $9,700 | $0 | $21,898 | $0 | $377,547 | $0 | $0 |
| MARY ELLEN CIAFARDINI | ||||||||||||||
| VICE PRESIDENT, HUMAN RESOURCES | $0 | $190,787 | $0 | $30,000 | $0 | $772 | $0 | $11,500 | $0 | $30,736 | $0 | $263,795 | $0 | $0 |
| MICHAEL CAPONETTO | ||||||||||||||
| CFO/TREASURER | $0 | $544,160 | $0 | $124,650 | $0 | $18,539 | $0 | $13,250 | $0 | $30,857 | $0 | $731,456 | $0 | $0 |
| RICHARD DAKERS | ||||||||||||||
| EVP BUS DEV/CSO THROUGH 6/30/15 | $0 | $274,102 | $0 | $97,500 | $0 | $142,131 | $0 | $10,410 | $0 | $7,170 | $0 | $531,313 | $0 | $0 |
| SHELLEY M LYFORD | ||||||||||||||
| COO, THEN CEO 9/3/15; SECRETARY | $98,410 | $436,158 | $0 | $90,550 | $18,090 | $268 | $2,867 | $5,735 | $437 | $731 | $119,804 | $533,442 | $0 | $0 |
| JOSEPH M SMITH PHD FACC | ||||||||||||||
| CHIEF MEDICAL OFFICER,CSO | $772,034 | $125,000 | $167,600 | $0 | $19,544 | $0 | $13,250 | $0 | $33,607 | $0 | $1,006,035 | $125,000 | $0 | $0 |
| GREGORY NORMAN | ||||||||||||||
| PRINCIPAL INVESTIGATOR | $177,890 | $0 | $0 | $0 | $231 | $0 | $8,937 | $0 | $3,395 | $0 | $190,453 | $0 | $0 | $0 |
| JOSE UNPINGCO | ||||||||||||||
| TECH DIRECTOR DATA SCIENCE | $178,792 | $0 | $12,500 | $0 | $242 | $0 | $9,104 | $0 | $27,544 | $0 | $228,182 | $0 | $0 | $0 |
| RICHARD LANE | ||||||||||||||
| TECH DIR DATA SCIENCE THROUGH 7/1/15 | $89,436 | $0 | $18,700 | $0 | $54,950 | $0 | $361 | $0 | $15,650 | $0 | $179,097 | $0 | $0 | $0 |
| MITUL SHAH | ||||||||||||||
| SENIOR DIRECTOR, PROGRAMS | $150,648 | $0 | $20,000 | $0 | $55,783 | $0 | $6,284 | $0 | $21,431 | $0 | $254,146 | $0 | $0 | $0 |
| CHRISTOPHER CROWLEY | ||||||||||||||
| PROGRAM MANAGER | $188,314 | $0 | $13,500 | $0 | $730 | $0 | $9,590 | $0 | $16,830 | $0 | $228,964 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE USE OF BUSINESS CLASS MAY BE AUTHORIZED UNDER THE CIRCUMSTANCES LISTED BELOW: (1) INTERNATIONAL TRAVEL; (2) BUSINESS OR FIRST CLASS IS THE ONLY SERVICE OFFERED BETWEEN TWO POINTS; (3) COACH CLASS WOULD BE MORE EXPENSIVE OR TIME CONSUMING, E.G., WHEN, BECAUSE OF SCHEDULING DIFFICULTIES, TRAVELING BY COACH WOULD REQUIRE AN UNNECESSARY HOTEL EXPENSE, CIRCUITOUS ROUTING (2 OR MORE LAYOVERS), OR AN UNDULY LONG LAYOVER WHEN MAKING CONNECTIONS; (4) AN ITINERARY INVOLVES OVERNIGHT TRAVEL WITHOUT THE OPPORTUNITY FOR NORMAL REST BEFORE THE COMMENCEMENT OF WORKING HOURS; OR (5) THE USE OF BUSINESS CLASS IS NECESSARY TO REASONABLY ACCOMMODATE A DISABILITY OR MEDICAL NEED OF A TRAVELER. |
| PART I, LINES 4A-B | LINE 4A: CONDITIONS OF SEVERANCE WERE PER SEPARATE AGREEMENTS. CHRIS COSTA $61,500 (PAID IN 2015 BY RELATED ORGANIZATION) RICHARD DAKERS $133,667 (PAID IN 2015 BY RELATED ORGANIZATION) MITUL SHAH $39,240 (PAID IN 2015 BY FILING ORGANIZATION) RICHARD LANE $42,323 (PAID IN 2015 BY FILING ORGANIZATION) LINE 4B: EACH OF THE FOLLOWING EMPLOYEES PARTICIPATED IN THE 457(B) NONQUALIFIED DEFINED CONTRIBUTION PLAN OFFERED BY THE WEST HEALTH INSTITUTE WHEREBY THE WEST HEALTH INSTITUTE WILL MAKE AN ANNUAL CASH CONTRIBUTION FOR EACH EMPLOYEE IN AN AMOUNT EQUAL TO THE APPLICABLE DOLLAR AMOUNT IN EFFECT FOR THAT YEAR. FOR 2015 THIS AMOUNT WAS $18,000. JOSEPH SMITH, SHELLEY M. LYFORD AND ZIA AGHA. EACH OF THE FOLLOWING EMPLOYEES PARTICIPATED IN THE 409(A) NONQUALIFIED DEFINED CONTRIBUTION PLAN OFFERED BY THE GARY AND MARY WEST MANAGEMENT COMPANY, INC., A RELATED ORGANIZATION, WHEREBY THE WEST MANAGEMENT COMPANY WILL MAKE A CASH CONTRIBUTION EQUAL TO THE APPLICABLE DOLLAR AMOUNT IN EFFECT. FOR 2015 THIS AMOUNT WAS $18,000: MICHAEL CAPONETTO. |
| 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 | WEST DEVELOPMENT LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | GARY WEST (CHAIRMAN OF THE BOARD) IS A >35% OWNER | RelationshipDescriptionTxt |
| Transaction | $122,675 | TransactionAmt |
| Transaction | PROVISION OF IT SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | GARY WEST, CHAIRMAN OF THE WEST HEALTH INSTITUTE, IS A MEMBER OF THE FOLLOWING ORGANIZATIONS: WEST RB, LLC, WEST INN & SUITES, LLC, AND WEST STEAK SEAFOOD AND SPIRITS. GARY WEST (AND THE LLCS) ARE TREATED AS INTERESTED PERSONS FOR PURPOSES OF SCHEDULE L, PART IV, ADDRESSING BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS. THERE WERE BUSINESS TRANSACTIONS BETWEEN THE INSTITUTE AND THE LLCS DURING 2015, BUT THE MAGNITUDE OF THE TRANSACTIONS WAS LESS THAN THAT REQUIRING DISCLOSURE ON SCHEDULE L. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ALMOST ALL 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 | CERTAIN SUPERVISORY, FINANCIAL AND OTHER MANAGERIAL FUNCTIONS ARE PERFORMED BY EMPLOYEES OF GARY AND MARY WEST MANAGEMENT COMPANY, INC., A NON-PROFIT, TAXABLE ENTITY THAT PROVIDES SERVICES TO AFFILIATED ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A NON-PROFIT, NON-STOCK CORPORATION WITH THREE MEMBERS DURING 2015. 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, WILLIAM PATRICK KRUER AND THOMAS CULHANE. ADDITIONALLY, MEMBERS CAN APPOINT OR 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 11 | 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 CONTROLLER, CFO/COO, 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, OFTEN MONTHLY, THROUGHOUT 2015 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 ALSO RETAINS THE SERVICES OF AN OUTSIDE COMPENSATION CONSULTANT ON A PERIODIC BASIS. |
| 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 MANAGERIAL AND ADMINISTRATIVE SUPPORT SERVICES TO THE ORGANIZATION. SUCH SERVICES INCLUDE THAT OF CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND OTHER SENIOR MANAGEMENT ROLES. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 942,433. MANAGEMENT AND GENERAL EXPENSES 375,577. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,318,010. ENGINEERING CONSULTING FEES: PROGRAM SERVICE EXPENSES 22,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,250. STAKEHOLDER COMMUNICATIONS: PROGRAM SERVICE EXPENSES 3,950. MANAGEMENT AND GENERAL EXPENSES 88,523. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,473. ADMINISTRATION GENERAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 60,149. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,149. AUDIO VISUAL CONSULTING: PROGRAM SERVICE EXPENSES 300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300. RESEARCH STUDIES: PROGRAM SERVICE EXPENSES 535,641. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 535,641. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| CENTER FOR MEDICAL INTEROPERABILITY INC | ||||||||||
| 618 CHURCH STREET SUITE 220 | NASHVILLE | TN | 37219 | 453191908 | SEE SCH R, PART VII | DE | 501(C)(3) | LINE 7 | N/A | 0 |
| GARY AND MARY WEST HEALTH POLICY CENTER INC | ||||||||||
| 1909 K STREET NW SUITE 730 | WASHINGTON | DC | 20006 | 275388874 | SEE SCH R, PART VII | DE | 501(C)(3) | PRIVATE FOUNDATION | N/A | 0 |
| GARY AND MARY WEST HEALTH ENDOWMENT INC | ||||||||||
| 1603 ORRINGTON AVE SUITE 810 | EVANSTON | IL | 60201 | 272953865 | FINANCIAL SUPPORT | DE | 501(C)(3) | LINE 11, TYPE II | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| WESTECH INC | |||||||||
| 10350 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 471589216 | SEE SCH R, PART VII | DE | N/A | C | 0 |
| REFLEXION HEALTH INC | |||||||||
| 225 BROADWAY SUITE 650 | SAN DIEGO | CA | 92101 | 455417842 | SEE SCH R, PART VII | DE | N/A | C | 0 |
| WEST HEALTH INCUBATOR INC | |||||||||
| 10350 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 453576551 | SEE SCH R, PART VII | DE | N/A | C | 0 |
| GARY AND MARY WEST MANAGEMENT COMPANY INC | |||||||||
| 5796 ARMADA DRIVE SUITE 300 | CARLSBAD | CA | 92008 | 454040871 | SEE SCH R, PART VII | DE | N/A | C | 0 |
| 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 | Yes (1) | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II: IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: | NAME OF RELATED ORGANIZATION: CENTER FOR MEDICAL INTEROPERABILITY, INC. PRIMARY ACTIVITY: ADVANCEMENT OF INTEROPERABILITY OF MEDICAL DEVICES AND INFORMATION SYSTEMS, TO LOWER THE COST OF HEALTH CARE IN THE UNITED STATES |
| 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: WESTECH, INC. PRIMARY ACTIVITY: AUTOMATE AND DEVELOP CLOUD-BASED, VIRTUAL CARE MANAGER SOFTWARE SOLUTIONS. THIS ORGANIZATION WAS DISSOLVED IN DECEMBER 2015. |
| PART IV: IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION: | NAME OF RELATED ORGANIZATION: REFLEXION HEALTH INC. PRIMARY ACTIVITY: DEVELOPING SOFTWARE TO BE USED BY PHYSICAL THERAPISTS AND PATIENTS IN PHYSICAL REHABILITATION TO LOWER THE COST OF HEALTH CARE. |
| PART IV: IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION: | NAME OF RELATED ORGANIZATION: WEST HEALTH INCUBATOR, INC. PRIMARY ACTIVITY: PROVIDES A FACILITY AND ACCESS TO SERVICES TO EARLY STAGE COMPANIES OFFERING SOLUTIONS TO LOWER THE COST OF HEALTH CARE. THIS ORGANIZATION WAS DISSOLVED IN DECEMBER 2015. |
| 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 MANAGERIAL AND ADMINISTRATIVE SUPPORT SERVICES. PRIMARY ACTIVITY: PROVIDING MANAGEMENT AND ADMINITRATIVE SUPPORT SERVICES |
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