GARY AND MARY WEST HEALTH INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND MARY WEST HEALTH INSTITUTE (EIN 26-4146730)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-20
- IRS object ID
- 201502939349300335
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-20T15:10:50-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-10-20 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $9,374,089 | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,349,543 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,029,124 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,091 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,956 | CYInvestmentIncomeAmt |
| PY Other Revenue | $190,585 | PYOtherRevenueAmt |
| CY Other Revenue | $253,009 | CYOtherRevenueAmt |
| PY Total Revenue | $8,582,219 | PYTotalRevenueAmt |
| CY Total Revenue | $9,374,089 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,970,974 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,354,959 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,467,669 | PYOtherExpensesAmt |
| CY Other Expenses | $10,560,603 | CYOtherExpensesAmt |
| PY Total Expenses | $21,438,643 | PYTotalExpensesAmt |
| CY Total Expenses | $18,915,562 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,856,424 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,541,473 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,610,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,259,994 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,867,849 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,375,637 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,742,392 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,884,357 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GARY AND MARY WEST HEALTH INSTITUTE ("THE INSTITUTE") IS A MEDICAL RESEARCH ORGANIZATION LAUNCHED IN 2009. THE INSTITUTE'S MISSION IS TO PIONEER NEW AND SMARTER TECHNOLOGIES, POLICIES AND PRACTICES TO MAKE HIGH-QUALITY HEALTHCARE MORE ACCESSIBLE AT A LOWER COST TO ALL AMERICANS. THE INSTITUTE PURSUES MEDICAL RESEARCH TO DEVELOP INNOVATIVE SOLUTIONS, AND ENGAGES COLLABORATORS (INCLUDING THE HOSPITALS LISTED IN SCHEDULE A) TO DISRUPT THE PROCESS OF HEALTH CARE DELIVERY TO LOWER THE COST OF PROVIDING HEALTH CARE. THE INSTITUTE'S STRATEGIC FOCUS IS IN THE AREAS OF CARE DELIVERY AND PAYMENT, CARE COORDINATION AND OVERUTILIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,937,453 | ExpenseAmt |
| Desc | IN 2014, THE GARY AND MARY WEST HEALTH INSTITUTE (INSTITUTE) ACTIVELY CONDUCTED MEDICAL RESEARCH, IN CONJUNCTION WITH THE HOSPITALS LISTED ON SCHEDULE A, IN THE FIELD OF BIOMEDICAL ENGINEERING. 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, WHICH COMBINED, COST OUR NATION CLOSE TO $500 BILLION A YEAR. THE ULTIMATE OBJECTIVE FOR SUCH RESEARCH IS TO INTRODUCE SAFE, EFFECTIVE AND LESS COSTLY MEANS FOR DELIVERING HIGH-QUALITY HEALTHCARE TO ALL AMERICANS. THE INSTITUTE HAD THE FOLLOWING ACTIVE RESEARCH FOCUS AREAS:1. 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; 2. SENIOR CARE, WHICH IS ESSENTIAL TO LOWERING HEALTHCARE COSTS AS THE CHRONIC FRAIL ELDERLY ARE A SIGNIFICANT GROWING POPULATION WITH UNSUSTAINABLE HEALTHCARE EXPENDITURES; AND3. INTEROPERABILITY, WHICH IS A NECESSARY ELEMENT TO LINK ALL POINTS OF CARE, FACILITATE SEAMLESS DATA FLOW AND IMPROVE PATIENT SAFETY.THE FOLLOWING IS AN OVERVIEW OF THE INSTITUTE'S RESEARCH PROJECTS:1. AUTOMATED, CONNECTED AND COORDINATED CAREA) SENSE4BABY DEVICE: RESEARCHED AND DEVELOPED BY THE INSTITUTE IN 2010, SENSE4BABY IS A NON-INVASIVE WIRELESS FETAL AND MATERNAL MONITORING DEVICE THAT CAN BE DEPLOYED ANYWHERE THERE IS A WIRELESS SIGNAL. THE DEVICE HAS THE POTENTIAL TO LOWER THE COST OF CARE THROUGH COST-EFFECTIVE TECHNOLOGIES, EARLY DETECTION OF RISK FOR PRE-TERM LABOR AND OTHER COMPLICATIONS, AND BY TRANSFERRING THE SITE OF CARE FROM THE HOSPITAL TO THE HOME. IN 2013, THE INSTITUTE COMPLETED ITS RESEARCH STUDIES AT SCRIPPS CLINIC AND WITH THE CARLOS SLIM HEALTH INSTITUTE IN MEXICO AND LICENSED THE SENSE4BABY TECHNOLOGY, ON AN EXCLUSIVE BASIS, TO A RELATED ENTITY, SENSE4BABY, INC. IN 2014, AIRSTRIP TECHNOLOGIES ACQUIRED THE ASSETS OF SENSE4BABY, INC. AND THE INSTITUTE ENTERED INTO A NEW LICENSE AGREEMENT WITH THE ACQUIRING ENTITY. THE SENSE4BABY STUDY ANALYSIS, "IMPROVING PERINATAL CARE IN THE RURAL REGIONS WORLDWIDE BY WIRELESS ENABLED ANTEPARTUM FETAL MONITORING - A DEMONSTRATION PROJECT," WRITTEN IN COLLABORATION WITH THE CARLOS SLIM HEALTH INSTITUTE TEAM, WAS ACCEPTED FOR PUBLICATION IN THE FIRST QUARTER OF 2015 IN THE INTERNATIONAL JOURNAL OF TELEMEDICINE AND APPLICATIONS.B) EMMERSIV AUTISM RESEARCH PROJECT: IN 2013, THE INSTITUTE BEGAN DEVELOPMENT OF A SOFTWARE PROTOTYPE, USING THE MICROSOFT KINECT GAMING PLATFORM, TO ASSIST THERAPISTS IN DELIVERING CLINICALLY-PROVEN APPLIED BEHAVIOR ANALYSIS (ABA) THERAPY TO CHILDREN WITH AUTISM. IN 2014, THE INSTITUTE ENTERED A COLLABORATION WITH RADY CHILDREN'S HOSPITAL SAN DIEGO, TO RESEARCH A SUPPLEMENTAL BEHAVIORAL THERAPY SOFTWARE SOLUTION BUILT ON MICROSOFT'S KINECT FOR WINDOWS PLATFORM. USING 'EXERGAMING' TO MOTIVATE BEHAVIORAL THERAPY FOR AUTISM, THE RESEARCH GOAL IS TO DELIVER A LOWER-COST MOTIVATIONAL SOFTWARE SOLUTION THAT CAN BE USED AS PART OF CURRENT STANDARDS OF PRACTICE FOR AUTISM THERAPY. IN 2015, 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.C) WESTECH: THE INSTITUTE LAUNCHED THIS RESEARCH PROJECT IN 2013 TO EXPLORE THE FEASIBILITY OF AUTOMATING CARE COORDINATION IN A SAFE, HIGH-QUALITY, AND COST EFFECTIVE MANNER IN COLLABORATION WITH VANDERBILT UNIVERSITY MEDICAL CENTER, A NOT-FOR-PROFIT HOSPITAL, AND WEST CORPORATION, A TELECOMMUNICATIONS COMPANY. CONTINUING THROUGH 2014, THE INSTITUTE RESEARCHED HOW CONTINUOUSLY MONITORING HEALTH STATUS, AND PROVIDING ITERATIVE FEEDBACK TO PATIENTS IN THE FORM OF SUBTLE VARIATIONS IN BEHAVIOR, DOSAGES OF MEDICATIONS OR SPECIFIC TREATMENTS, CAN HELP MANAGE CHRONIC DISEASE WITH AN UNPRECEDENTED LEVEL OF CARE AND AVOID COSTLY HOSPITAL INTERVENTIONS. THIS MEDICAL RESEARCH INVOLVED DEVELOPING A TECHNOLOGY PLATFORM PROTOTYPE, CARE COORDINATION PROTOCOLS AND WORKFLOWS. IN SEPTEMBER 2014, THE WESTECH TECHNOLOGY WAS LICENSED, ON A NON-EXCLUSIVE BASIS, TO A RELATED ENTITY, WESTECH, INC. AFTER CAREFUL REVIEW AND CONSIDERATION, AND PRIMARILY DUE TO THE LEVEL OF START-UP CAPITAL REQUIRED AND THE NEED TO QUICKLY SCALE, THE INSTITUTE DETERMINED THAT A TECHNOLOGY LICENSE TO A NEW COMMERCIAL ENTITY WAS THE BEST WAY TO SERVE THE PUBLIC INTEREST. THE COLLABORATION WITH VANDERBILT CONTINUED WITH THE NEW ENTITY.D) EMERGENCY DEPARTMENT TO HOME: INITIATED IN 2013, THE INSTITUTE LAUNCHED A RESEARCH STUDY IN 2014 WITH THE UNIVERSITY OF CALIFORNIA, SAN DIEGO (UCSD) DEPARTMENT OF EMERGENCY MEDICINE. EARLY ANALYSIS INDICATES A KNOWLEDGE AND WILLINGNESS BY EMERGENCY PHYSICIANS TO DIVERT APPROPRIATE PATIENTS TO HOME HEALTH IF A STREAMLINED PROCESS WERE IN PLACE, THEREBY REDUCING COSTS. INTERVIEWS AND FOCUS GROUPS WERE CONDUCTED WITH VARIOUS STAKEHOLDERS AND AN IMPACT PLAN WAS DEVELOPED. SITE VISITS TO STUDY BEST PRACTICES WERE COMPLETED AT THE CINCINNATI VETERANS' AFFAIRS AND PRESBYTERIAN HEALTH SYSTEM IN ALBUQUERQUE. BASELINE DATA FOR MEASURING EMERGENCY DEPARTMENT TO HOME HEALTH ADOPTION WAS INITIATED VIA MEDICARE CLAIMS DATA AND EMERGENCY PHYSICIAN PRACTICES THROUGH ENGAGEMENT WITH THE AMERICAN COLLEGE OF EMERGENCY PHYSICIANS. THE PRELIMINARY ASSESSMENT FOR THE FEASIBILITY STUDY COMMENCED WITH POTENTIAL COLLABORATORS, INCLUDING UCSD, GEISINGER HEALTH SYSTEM AND PRESBYTERIAN HOSPITAL.2. SENIOR CAREA) HOME-BASED PRIMARY CARE: IN COLLABORATION WITH MEDSTAR WASHINGTON HOSPITAL CENTER, THE INSTITUTE EMBARKED ON MEDICAL RESEARCH TO EXPLORE NEW CARE DELIVERY AND PAYMENT MODELS TO DELIVER HOME-BASED PRIMARY CARE TO COST-CRITICAL POPULATIONS. THE INSTITUTE ALSO EXPLORED A NOVEL CARE DELIVERY MODEL FOR THE FRAIL ELDERLY POPULATION, SPECIFICALLY FOCUSING ON THE TECHNOLOGIES, POLICIES AND PRACTICES NEEDED FOR WIDESPREAD SUSTAINABILITY AND SCALABILITY. 3. INTEROPERABILITYA) ICU CONSORTIUM RESEARCH FEASIBILITY STUDY: THE INSTITUTE, IN CONJUNCTION WITH BETH-ISRAEL DEACONESS CONSORTIUM (BIDC), COMPLETED A THOROUGH DATA ANALYSIS ON PATIENT SAFETY IN THE BIDC SYSTEM OF HOSPITALS BETWEEN JANUARY 2011 AND JUNE 2014. THIS INCLUDED A REVIEW OF THE ROOT CAUSE ANALYSES IN THE MORE SERIOUS HARM CASES. ALL OF THE CASES WERE EVALUATED TO DETERMINE POTENTIAL PREVENTABILITY OF ADVERSE MEDICAL EVENTS IF INTEROPERABLE DEVICES OR EMR SYSTEMS WERE IN PLACE. THE STUDY'S FINDINGS CONCLUDED THAT THERE IS A GREAT NEED FOR INTEROPERABLE MEDICAL DEVICES THAT ARE INTEGRATED WITH EVOLVED, INTEGRATED EMR SYSTEMS. AS A FOLLOW-UP, THE INSTITUTE COLLABORATED 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.B) NURSES SURVEY ON INTEROPERABILITY: UNCOORDINATED MEDICAL DEVICES CONSUME AN ENORMOUS AMOUNT OF PRECIOUS CLINICIAN TIME, REQUIRING MANUAL DATA ENTRY OF PATIENT REPORTED INFORMATION, OFTEN WITH SKILLED CLINICIANS FILLING THE ROLE OF SCRIBE. THIS TIME-INTENSIVE WORK INTERRUPTS PATIENT CARE AND CONTRIBUTES TO ALARM FATIGUE. IT CAN ALSO LEAD TO MEDICAL ERRORS - THE THIRD LEADING CAUSE OF DEATH IN THE UNITED STATES. AS PART OF THE INSTITUTE'S EFFORTS TO QUANTIFY THE EFFECT OF THE LACK OF INTEROPERABILITY ON PATIENT SAFETY AND COSTS, THE TEAM WORKED ON FINALIZING A NATIONAL SURVEY OF MORE THAN 500 CRITICAL CARE NURSES. THE RESEARCH TEAM ENGAGED WITH, AND OBTAINED FEEDBACK FROM, KEY CRITICAL CARE NURSES AND NATIONAL NURSING ORGANIZATIONS ON THE CONTENT OF THE SURVEY IN ORDER TO DETERMINE THEIR EXPERIENCES WITH MEDICAL DEVICES AND TECHNOLOGY AND HOW THE LACK OF INTEROPERABILITY IMPACTS THEIR JOBS AND ABILITY TO CARE FOR PATIENTS ON A DAILY BASIS.RESEARCH HYPOTHESIS: SURVEY WILL AFFIRM THE IMPACT OF THE LACK OF MEDICAL DEVICE INTEROPERABILITY ON NURSES' TIME AND ATTENTION AND THEIR PERCEPTION OF RELATED PATIENT HARMS. THE SURVEY LAUNCHED IN EARLY 2015. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $409,975 | 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. THE INSTITUTE HAS PROMOTED THE ACCEPTANCE, APPROVAL AND IMPLEMENTATION OF MEDICAL DEVICE INTEROPERABILITY, HOME HEALTH SERVICES, ETC., THROUGH SEMINARS, PRESENTATIONS AND DIRECT COMMUNICATIONS WITH REGULATORY OFFICIALS. THE INSTITUTE ALSO HAD AN INNOVATOR-IN-RESIDENCE AT THE FEDERAL GOVERNMENT'S 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 | $12,347,428 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | Yes (1) | 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 | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 60 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | 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 NORTH 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 (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GARY L WEST | ||||||||
| DIRECTOR/CHAIRMAN | 15.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL JOHNS MD | ||||||||
| DIRECTOR | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES SEDERSTROM | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HASSON JD | ||||||||
| DIRECTOR | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS J VALERIANI | ||||||||
| CHIEF EXECUTIVE OFFICER, DIRECTOR | 40.00 | 10.00 | Yes (X) | $1,569,076 | $389,000 | $17,443 | Yes (X) | |
| MARK MCCLELLAN | ||||||||
| DIRECTOR | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH M SMITH PHD FACC | ||||||||
| CHIEF MEDICAL OFFICER, CSO | 40.00 | 18.00 | $2,456,009 | $389,000 | $41,029 | Yes (X) | ||
| SHELLEY M LYFORD | ||||||||
| CHIEF OPERATING OFFICER/SECRETARY | 40.00 | 25.00 | $0 | $707,235 | $8,917 | Yes (X) | ||
| RICHARD DAKERS | ||||||||
| EVP BUS DEV/CHIEF STRATEGY OFFICER | 40.00 | 10.00 | $0 | $604,265 | $21,482 | Yes (X) | ||
| MICHAEL CAPONETTO | ||||||||
| CHIEF FINANCIAL OFFICER / TREASURER | 40.00 | 15.00 | $0 | $923,421 | $38,697 | Yes (X) | ||
| MARY ELLEN CIAFARDINI | ||||||||
| VICE PRESIDENT, HUMAN RESOURCES | 50.00 | 0.00 | $0 | $205,112 | $35,165 | Yes (X) | ||
| CHRIS COSTA MBA JD | ||||||||
| GENERAL COUNSEL | 50.00 | 0.00 | $0 | $359,862 | $36,174 | Yes (X) | ||
| DR ZIA AGHA | ||||||||
| EVP CLINICAL RESEARCH AND MEDICAL INFORMATICS | 50.00 | 0.00 | $319,583 | $0 | $30,017 | Yes (X) | ||
| VALERIE VOLPE | ||||||||
| SENIOR DIRECTOR, ADVOCACY | 50.00 | 0.00 | $0 | $375,238 | $15,496 | Yes (X) | ||
| NANCY IVES SCHROEDER | ||||||||
| SENIOR DIRECTOR, COMMUNICATIONS | 50.00 | 0.00 | $0 | $168,505 | $30,373 | Yes (X) | ||
| TIMOTHY LASH | ||||||||
| VICE PRESIDENT | 50.00 | 0.00 | $0 | $351,082 | $38,355 | Yes (X) | ||
| SCOTT CASSIDY | ||||||||
| VICE PRESIDENT | 50.00 | 0.00 | $426,655 | $0 | $24,433 | Yes (X) | ||
| RODGER CURRIE | ||||||||
| VICE PRESIDENT | 10.00 | 50.00 | $0 | $528,746 | $14,156 | Yes (X) | ||
| FREEMAN ROSE | ||||||||
| VICE PRESIDENT | 50.00 | 0.00 | $282,936 | $0 | $28,680 | Yes (X) | ||
| JAMES TYRRELL-KNOTT | ||||||||
| VICE PRESIDENT | 50.00 | 0.00 | $277,184 | $0 | $33,154 | Yes (X) | ||
| SUNITHA BASKARAN | ||||||||
| VICE PRESIDENT | 50.00 | 0.00 | $330,829 | $0 | $18,806 | Yes (X) | ||
| DAVID CANTIN | ||||||||
| VICE PRESIDENT | 50.00 | 0.00 | $274,600 | $0 | $27,025 | Yes (X) | ||
| STEPHANIE FAGAN-OEY | ||||||||
| VICE PRESIDENT | 50.00 | 0.00 | $0 | $223,965 | $19,748 | Yes (X) | ||
| CHRISTOPHER CROWLEY | ||||||||
| SR. SYSTEM ENGINEER, BD | 50.00 | 0.00 | $198,562 | $0 | $23,169 | Yes (X) | ||
| MITUL SHAH | ||||||||
| SR. DIRECTOR, PROGRAMS & PARTNERSHIPS | 50.00 | 0.00 | $191,893 | $0 | $34,735 | Yes (X) | ||
| RICHARD LANE | ||||||||
| TECHNICAL DIRECTOR, DATA SCIENCE | 50.00 | 0.00 | $196,250 | $0 | $27,549 | Yes (X) | ||
| AMNON PTASHEK | ||||||||
| ENGINEERING MNGR, SOFTWARE ARCHITECH | 50.00 | 0.00 | $203,969 | $0 | $31,397 | Yes (X) | ||
| HUGH MOLESWORTH | ||||||||
| PRINCIPAL SOSTWARE ENGINEER | 50.00 | 0.00 | $167,404 | $0 | $15,017 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,894,950 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,225,431 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $611,017 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 43 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TOGORUN LLC | |||||
| PO BOX 775159 | ST LOUIS | MO | 63177 | STATEGIC ANALYSIS | $517,900 |
| WEST DEVELOPMENT LLC | |||||
| 5796 ARMADA DRIVE STE 300 | CARLSBAD | CA | 920084694 | IT SUPPORT | $186,238 |
| O'MELVENY & MYERS LLP | |||||
| PO BOX 894436 | LOS ANGELES | CA | 901894436 | LEGAL SERVICE | $128,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $9,000,000 | RelatedOrganizationsAmt |
| All Other Contributions | $29,124 | AllOtherContributionsAmt |
| Total Contributions | $9,029,124 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,956 | TotalRevenueColumnAmt |
| Exclusion | $91,956 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,575 | TotalRevenueColumnAmt |
| Exclusion | $9,575 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $181,208 | 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 | $181,208 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,208 | TotalRevenueColumnAmt |
| Exclusion | $181,208 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| LICENSE FEES | 900099 | $50,000 | $50,000 |
| SPEAKER FEES | 900099 | $12,226 | $12,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $62,226 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,374,089 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $344,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,052,721 | TotalAmt |
| Program Services | $3,871,528 | ProgramServicesAmt |
| Management And General | $1,181,193 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,490,112 | TotalAmt |
| Program Services | $2,490,112 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,124 | TotalAmt |
| Program Services | $123,995 | ProgramServicesAmt |
| Management And General | -$15,871 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,022 | TotalAmt |
| Program Services | $344,209 | ProgramServicesAmt |
| Management And General | $3,813 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,980 | TotalAmt |
| Program Services | $355,303 | ProgramServicesAmt |
| Management And General | $677 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,085,732 | TotalAmt |
| Program Services | $1,715,927 | ProgramServicesAmt |
| Management And General | $2,369,805 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,359 | TotalAmt |
| Program Services | $55,015 | ProgramServicesAmt |
| Management And General | $70,344 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,079 | TotalAmt |
| Management And General | $39,079 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,693 | TotalAmt |
| Program Services | $166,693 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,197,406 | TotalAmt |
| Program Services | $1,125,999 | ProgramServicesAmt |
| Management And General | $1,071,407 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,845 | TotalAmt |
| Program Services | $5,557 | ProgramServicesAmt |
| Management And General | $17,288 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,424 | TotalAmt |
| Program Services | $104,429 | ProgramServicesAmt |
| Management And General | $360,995 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,426,695 | TotalAmt |
| Program Services | $1,477,431 | ProgramServicesAmt |
| Management And General | -$50,736 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,232 | TotalAmt |
| Program Services | $192,242 | ProgramServicesAmt |
| Management And General | $100,990 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,932 | TotalAmt |
| Program Services | $34,228 | ProgramServicesAmt |
| Management And General | $6,704 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,137,947 | TotalAmt |
| Program Services | $45,434 | ProgramServicesAmt |
| Management And General | $1,092,513 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,954 | TotalAmt |
| Program Services | $86,174 | ProgramServicesAmt |
| Management And General | $46,780 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RECRUITING & RETENTION | $143,981 | $28,108 | $115,873 |
| TELECOMMUNICATIONS | $115,670 | $25,118 | $90,552 |
| SUBSCRIPTIONS & PUBLICA | $73,085 | $57,734 | $15,351 |
| EQUIPMENT AND SUPPLIES | $69,579 | $38,493 | $31,086 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,990 | TotalAmt |
| Program Services | $3,699 | ProgramServicesAmt |
| Management And General | $20,291 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,915,562 | TotalAmt |
| Program Services | $12,347,428 | ProgramServicesAmt |
| Management And General | $6,568,134 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,996 | BOYAmt |
| EOY | $332,833 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,362,645 | BOYAmt |
| EOY | $8,075,189 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,299,705 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,618 | BOYAmt |
| EOY | $168,802 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,497 | BOYAmt |
| EOY | $1,442,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,518,703 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,696,969 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,912,497 | BOYAmt |
| EOY | $1,821,734 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,410,313 | BOYAmt |
| EOY | $3,093,750 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $183,330 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,970 | BOYAmt |
| EOY | $141,970 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,610,241 | BOYAmt |
| EOY | $15,259,994 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,395,369 | BOYAmt |
| EOY | $1,403,037 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,472,480 | BOYAmt |
| EOY | $972,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,867,849 | BOYAmt |
| EOY | $2,375,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,413,563 | BOYAmt |
| EOY | $12,884,357 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,328,829 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,742,392 | BOYAmt |
| EOY | $12,884,357 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,610,241 | BOYAmt |
| EOY | $15,259,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$9,541,473 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $683,438 | 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 (9 entries)
| CityCityNm | State AbbreviationStateAbbreviationCd |
|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |
| BOSTON | MA |
| GEISINGER HEALTH SYSTEM | |
| DANVILLE | PA |
| MASSACHUSETTS GENERAL HOSPITAL | |
| BOSTON | MA |
| MEDSTAR WASHINGTON HOSPITAL CENTER | |
| WASHINGTON | DC |
| PRESBYTERIAN HOSPITAL | |
| ALBUQUERQUE | NM |
| RADY CHILDREN'S HOSPITAL - SAN DIEGO | |
| SAN DIEGO | CA |
| SCRIPPS CLINICAL RESEARCH SERVICES | |
| LA JOLLA | CA |
| UC REGENTSUNIVERSITY OF CALIFORNIA SAN DIEGO | |
| LA JOLLA | CA |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |
| NASHVILLE | TN |
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 | $166,693 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $166,693 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,748,869 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,915,562 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $36,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $95,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $63,034 | CurrentYearMinus1Amt |
| Current Year | $166,693 | CurrentYearAmt |
| Total | $360,727 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,474,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,003,585 | DepreciationAmt |
| Book Value | $1,471,330 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,629,966 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,525,411 | DepreciationAmt |
| Book Value | $104,555 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,413,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,167,973 | DepreciationAmt |
| Book Value | $245,849 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,821,734 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMON STOCK - 93,750 SHARES IN WSTC DONATED IN 2009 | Desc |
| Book Value | $3,093,750 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,093,750 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $611,843 |
| LEASE INCENTIVE LIABILITY | $360,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $972,600 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,057,527 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $683,438 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $683,438 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,374,089 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,374,089 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,915,562 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,915,562 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,915,562 | 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, 2014 AND 2013, 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. GENERALLY, THE INSTITUTE'S RETURNS OF ORGANIZATIONS EXEMPT FROM INCOME TAX ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THREE TO FOUR YEARS, RESPECTIVELY, AFTER THE RETURNS ARE FILED. THERE ARE NO RETURNS UNDER EXAMINATION AS OF DECEMBER 31, 2014. | 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 | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 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 J VALERIANI | ||||||||||||||
| CHIEF EXECUTIVE OFFICER, DIRECTOR | $1,050,028 | $125,000 | $500,000 | $264,000 | $19,048 | $0 | $14,045 | $0 | $3,398 | $0 | $1,586,519 | $389,000 | $0 | $0 |
| JOSEPH M SMITH PHD FACC | ||||||||||||||
| CHIEF MEDICAL OFFICER, CSO | $751,961 | $125,000 | $1,685,000 | $264,000 | $19,048 | $0 | $13,000 | $0 | $28,029 | $0 | $2,497,038 | $389,000 | $1,500,000 | $0 |
| SHELLEY M LYFORD | ||||||||||||||
| CHIEF OPERATING OFFICER/SECRETARY | $0 | $525,422 | $0 | $164,000 | $0 | $17,813 | $0 | $8,917 | $0 | $0 | $0 | $716,152 | $0 | $0 |
| RICHARD DAKERS | ||||||||||||||
| EVP BUS DEV/CHIEF STRATEGY OFFICER | $0 | $513,217 | $0 | $72,000 | $0 | $19,048 | $0 | $13,000 | $0 | $8,482 | $0 | $625,747 | $0 | $0 |
| MICHAEL CAPONETTO | ||||||||||||||
| CHIEF FINANCIAL OFFICER / TREASURER | $0 | $533,561 | $0 | $372,000 | $0 | $17,860 | $0 | $13,000 | $0 | $25,697 | $0 | $962,118 | $0 | $0 |
| MARY ELLEN CIAFARDINI | ||||||||||||||
| VICE PRESIDENT, HUMAN RESOURCES | $0 | $176,435 | $0 | $28,000 | $0 | $677 | $0 | $10,462 | $0 | $24,703 | $0 | $240,277 | $0 | $0 |
| CHRIS COSTA MBA JD | ||||||||||||||
| GENERAL COUNSEL | $0 | $309,635 | $0 | $50,000 | $0 | $227 | $0 | $12,187 | $0 | $23,987 | $0 | $396,036 | $0 | $0 |
| DR ZIA AGHA | ||||||||||||||
| EVP CLINICAL RESEARCH AND MEDICAL IN | $301,667 | $0 | $0 | $0 | $17,916 | $0 | $11,667 | $0 | $18,350 | $0 | $349,600 | $0 | $0 | $0 |
| VALERIE VOLPE | ||||||||||||||
| SENIOR DIRECTOR, ADVOCACY | $0 | $308,891 | $0 | $65,000 | $0 | $1,347 | $0 | $0 | $0 | $15,496 | $0 | $390,734 | $0 | $0 |
| NANCY IVES SCHROEDER | ||||||||||||||
| SENIOR DIRECTOR, COMMUNICATIONS | $0 | $150,315 | $0 | $18,000 | $0 | $190 | $0 | $7,320 | $0 | $23,053 | $0 | $198,878 | $0 | $0 |
| TIMOTHY LASH | ||||||||||||||
| VICE PRESIDENT | $0 | $275,831 | $0 | $75,000 | $0 | $251 | $0 | $13,845 | $0 | $24,510 | $0 | $389,437 | $0 | $0 |
| SCOTT CASSIDY | ||||||||||||||
| VICE PRESIDENT | $265,976 | $0 | $130,000 | $0 | $30,679 | $0 | $7,150 | $0 | $17,283 | $0 | $451,088 | $0 | $0 | $0 |
| RODGER CURRIE | ||||||||||||||
| VICE PRESIDENT | $0 | $262,644 | $0 | $135,000 | $0 | $131,102 | $0 | $1,100 | $0 | $13,056 | $0 | $542,902 | $0 | $0 |
| FREEMAN ROSE | ||||||||||||||
| VICE PRESIDENT | $214,809 | $0 | $42,500 | $0 | $25,627 | $0 | $13,000 | $0 | $15,680 | $0 | $311,616 | $0 | $0 | $0 |
| JAMES TYRRELL-KNOTT | ||||||||||||||
| VICE PRESIDENT | $201,370 | $0 | $40,000 | $0 | $35,814 | $0 | $12,121 | $0 | $21,033 | $0 | $310,338 | $0 | $0 | $0 |
| SUNITHA BASKARAN | ||||||||||||||
| VICE PRESIDENT | $194,926 | $0 | $24,600 | $0 | $111,303 | $0 | $9,508 | $0 | $9,298 | $0 | $349,635 | $0 | $0 | $0 |
| DAVID CANTIN | ||||||||||||||
| VICE PRESIDENT | $164,434 | $0 | $18,800 | $0 | $91,366 | $0 | $10,129 | $0 | $16,896 | $0 | $301,625 | $0 | $0 | $0 |
| STEPHANIE FAGAN-OEY | ||||||||||||||
| VICE PRESIDENT | $0 | $163,416 | $0 | $57,500 | $0 | $3,049 | $0 | $6,720 | $0 | $13,028 | $0 | $243,713 | $0 | $0 |
| CHRISTOPHER CROWLEY | ||||||||||||||
| SR. SYSTEM ENGINEER, BD | $182,557 | $0 | $15,300 | $0 | $705 | $0 | $8,879 | $0 | $14,290 | $0 | $221,731 | $0 | $0 | $0 |
| MITUL SHAH | ||||||||||||||
| SR. DIRECTOR, PROGRAMS & PARTNERSHIP | $169,737 | $0 | $22,000 | $0 | $156 | $0 | $6,500 | $0 | $28,235 | $0 | $226,628 | $0 | $0 | $0 |
| RICHARD LANE | ||||||||||||||
| TECHNICAL DIRECTOR, DATA SCIENCE | $172,695 | $0 | $23,200 | $0 | $355 | $0 | $3,347 | $0 | $24,202 | $0 | $223,799 | $0 | $0 | $0 |
| AMNON PTASHEK | ||||||||||||||
| ENGINEERING MNGR, SOFTWARE ARCHITECH | $145,857 | $0 | $50,000 | $0 | $8,112 | $0 | $8,021 | $0 | $23,376 | $0 | $235,366 | $0 | $0 | $0 |
| HUGH MOLESWORTH | ||||||||||||||
| PRINCIPAL SOSTWARE ENGINEER | $162,507 | $0 | $4,000 | $0 | $897 | $0 | $7,000 | $0 | $8,017 | $0 | $182,421 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE USE OF BUSINESS CLASS MAY BE AUTHORIZED UNDER THE CIRCUMSTANCES LISTED BELOW: (1) INTERNATIONAL TRAVEL; (2) BUSINESS OR FIRST CLASS IS THE ONLY SERVICE OFFERED BETWEEN TWO POINTS; (3) COACH CLASS WOULD BE MORE EXPENSIVE OR TIME CONSUMING, E.G., WHEN, BECAUSE OF SCHEDULING DIFFICULTIES, TRAVELING BY COACH WOULD REQUIRE AN UNNECESSARY HOTEL EXPENSE, CIRCUITOUS ROUTING (2 OR MORE LAYOVERS), OR AN UNDULY LONG LAYOVER WHEN MAKING CONNECTIONS; (4) AN ITINERARY INVOLVES OVERNIGHT TRAVEL WITHOUT THE OPPORTUNITY FOR NORMAL REST BEFORE THE COMMENCEMENT OF WORKING HOURS; OR (5) THE USE OF BUSINESS CLASS IS NECESSARY TO REASONABLY ACCOMMODATE A DISABILITY OR MEDICAL NEED OF A TRAVELER. |
| PART I, LINES 4A-B | LINE 4A: CONDITIONS OF SEVERANCE WERE PER SEPARATION AGREEMENTS. RODGER CURRIE $129,625 (ALL PAID IN 2014 RELATED ORGANIZATION); JAMES TYRRELL-KNOTT TOTAL $77,766 (PAID IN 2014 $24,302 FILING ORGANIZATION); SUNITHA BASKARAN $94,600 (ALL PAID IN 2014 FILING ORGANIZATION); DAVID CANTIN $82,233 (ALL PAID IN 2014 FILING ORGANIZATION); THESE EMPLOYEES ALL RECEVIED SEVERANCE IN 2014. LINE 4B: EACH OF THE FOLLOWING EMPLOYEES PARTICIPATED IN THE NONQUALIFIED RETIREMENT 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 2014 THIS AMOUNT WAS $17,500. NICHOLAS VALERIANI, JOSEPH SMITH AND ZIA AGHA. EACH OF THE FOLLOWING EMPLOYEES PARTICIPATED IN THE NONQUALIFIED RETIREMENT PLAN OFFERED BY THE WEST MANAGEMENT COMPANY, A RELATED ORGANIZATION, WHEREBY THE WEST MANAGEMENT COMPANY WILL MAKE A CASH CONTRIBUTION EQUAL TO THE APPLICABLE DOLLAR AMOUNT IN EFFECT. FOR 2014 THIS AMOUNT WAS $17,500: MICHAEL CAPONETTO, SHELLEY LYFORD AND RICHARD DAKERS. IN ADDITION, JOSEPH SMITH IS ENTITLED TO AN ADDITIONAL ANNUAL PAYMENT OF $375,000, CREDITED TO A BOOKKEEPING ACCOUNT, FOR EACH YEAR HE REMAINS EMPLOYED BY THE GARY AND MARY WEST HEALTH INSTITUTE, FOR A MAXIMUM OF FOUR YEARS. AT THE END OF HIS FOURTH YEAR OF EMPLOYMENT, THE AGGREGATE AMOUNT WILL BE PAID TO DR. SMITH IN A LUMP SUM WITHIN SIXTY DAYS. THIS FINAL PAYMENT OF $1.5M WAS PROCESSED ON 4/30/14. |
| 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. |
| PART I, LINE 8 | CERTAIN AMOUNTS REPORTED IN FORM 990, PART VII, REPRESENT FIXED PAYMENTS UNDER INITIAL CONTRACTS AND ARE THEREFORE EXEMPT FROM THE APPLICATION OF IRC SECTION 4958. |
Schedule L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp (2 entries)
| Rln Disqualified Person OrgRlnDisqualifiedPersonOrgTxt | TransactionTransactionDesc | Transaction CorrectedTransactionCorrectedInd |
|---|---|---|
| GARY AND MARY WEST | ||
| BOARD OF DIRECTORS | GIFTED TIFFANY & CO GIFT | Yes (1) |
| GARY AND MARY WEST | ||
| BOARD OF DIRECTORS | GIFTED PETER LIK PAINTING | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Imposed | $0 | TaxImposedAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
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 | $135,617 | TransactionAmt |
| Transaction | PROVISION OF IT SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH L, PART I | TIFFANY & CO GIFT WAS PRESENTED TO GARY AND MARY WEST AND VALUED AT $289.20 (MARCH 2014). IN ADDITION, A PETER LIK PAINTING WAS GIFTED TO GARY AND MARY WEST, VALUED AT $7,884 (MAY 2014).GARY AND MARY WEST CORRECTED THESE TRANSACTIONS BY REIMBURSING THE INSTITUTE $8,173 WHICH IS THE TOTAL VALUE OF THE 2 GIFTS VIA CHECK ON 9/9/15. |
| SCH L, PART V | GARY WEST IS THE CHAIRMAN OF THE WEST HEALTH INSTITUTE AND WAS THE FOUNDER OF WEST CORPORATION, ALONG WITH HIS SPOUSE, MARY. MR. AND MRS. WEST COLLECTIVELY OWN APPROXIMATELY 18.1% OF THE OUTSTANDING SHARE OF WEST CORPORATION. THE SHARES ARE HELD IN VARIOUS CHARITABLE REMAINDER TRUSTS.GARY WEST 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 2014, BUT THE MAGNITUDE OF THE TRANSACTIONS WAS LESS THAN THAT REQUIRING DISCLOSURE ON SCHEDULE L. |
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 WEST MANAGEMENT COMPANY, 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 2014. |
| 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 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 2014 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, A RELATED NON-PROFIT CORPORATION, WHEREBY THE GARY AND MARY WEST MANAGEMENT COMPANY 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 651,158. MANAGEMENT AND GENERAL EXPENSES 439,079. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,090,237. ENGINEERING CONSULTING FEES: PROGRAM SERVICE EXPENSES 423,701. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 423,701. STAKEHOLDER COMMUNICATIONS: PROGRAM SERVICE EXPENSES 51,140. MANAGEMENT AND GENERAL EXPENSES 609,793. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 660,933. ADMINISTRATION GENERAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,535. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,535. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GARY AND MARY WEST HEALTH ENDOWMENT INC | ||||||||||
| 1603 ORRINGTON AVE SUITE 810 | EVANSTON | IL | 60201 | 272953865 | FINANCIAL SUPPORT | DE | 501(C)(3) | LINE 11, TYPE II | 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 |
| 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| GARY AND MARY WEST MANAGEMENT COMPANY INC | |||||||||
| 5796 ARMADA DRIVE SUITE 300 | CARLSBAD | CA | 92008 | 454040871 | MANAGEMENT SERVICES | DE | N/A | C | 0 |
| WEST HEALTH INCUBATOR | |||||||||
| 10350 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 453576551 | 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 |
| SENSE4BABY INC | |||||||||
| 10350 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 320378023 | SEE SCH R, PART VII | DE | N/A | C | 0 |
| WESTECH INC | |||||||||
| 10350 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 471589216 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GARY AND MARY WEST HEALTH POLICY CENTER INC | ||
| Q | $613,399 | SEE SCH R, PART VII |
| GARY AND MARY WEST HEALTH ENDOWMENT INC | ||
| C | $9,000,000 | CASH - GRANT AGREEMENT |
| GARY AND MARY WEST MANAGEMENT COMPANY INC | ||
| M | $4,114,924 | SEE SCH R, PART VII |
| WESTECH INC | ||
| K | $64,000 | CASH - FACILITY USE AGREEMENT |
| REFLEXION HEALTH INC | ||
| Q | $55,367 | SEE SCH R, PART VII |
| CENTER FOR MEDICAL INTEROPERABILITY INC | ||
| Q | $92,529 | SEE SCH R, PART VII |
| CENTER FOR MEDICAL INTEROPERABILITY INC | ||
| K | $117,058 | CASH - FACILITY USE AGREEMENT |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II: IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: | NAME OF RELATED ORGANIZATION: GARY AND MARY WEST HEALTH POLICY CENTER, INC. PRIMARY ACTIVITY: ANALYZE, DISCUSS AND EDUCATE ON HEALTH POLICY ISSUES; SUPPORT POLICIES AND PRACTICES THAT REDUCES HEALTHCARE COSTS. |
| 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 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. |
| 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: SENSE4BABY, INC. PRIMARY ACTIVITY: MANUFACTURES AND SELLS A NON-INVASIVE MATERNAL FETAL MONITORING DEVICE TO LOWER THE COST OF HEALTH CARE. |
| PART IV: IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORPORATION: | NAME OF RELATED ORGANIZATION: WESTECH, INC. PRIMARY ACTIVITY: AUTOMATE AND DEVELOP CLOUD-BASED, VIRTUAL CARE MANAGER SOFTWARE SOLUTIONS. |
| PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP., COL (E): | 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. |
| SCHEDULE R, PART V, COLUMN D: | THE PERCENTAGE OF ALLOCATION TO AFFILIATED COMPANIES IS DETERMINED BASED ON ACTUAL TIME SPENT PLUS A PREDETERMINED ALLOCATED PERCENTAGE OF GENERAL TIME WORKED. |
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