GARY AND MARY WEST HEALTH INSTITUTE

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Cite this

Plain text GARY AND MARY WEST HEALTH INSTITUTE. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/gary-and-mary-west-health-institute-264146730. Retrieved 2026-11-05.

APA furp.org. (n.d.). GARY AND MARY WEST HEALTH INSTITUTE [Nonprofit organization profile; tax years 2014–2024]. Retrieved November 5, 2026, from https://furp.org/org/gary-and-mary-west-health-institute-264146730

MLA “GARY AND MARY WEST HEALTH INSTITUTE.” furp.org, tax years 2014–2024, https://furp.org/org/gary-and-mary-west-health-institute-264146730. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $44.6M · expenses $42.5M · assets $28.4M

EIN: 26-4146730
Address: 10350 N TORREY PINES RD, LA JOLLA, CA 92037-1020
Website: WWW.WESTHEALTH.ORG
NTEE code: H92 Biomedicine, Bioengineering Research (Medical Research) published (IRS Business Master File)
FURP topic: abuse: elder · launch: launch · science: research education (from its 990 text; the topic index)
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date: July 2009 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status: Hospital or medical research organization
Cross-check: ProPublica Nonprofit Explorer

Mission

CONDUCTING APPLIED MEDICAL AND SCIENTIFIC RESEARCH INTO ACTIONS TO LOWER HEALTHCARE COSTS AND IMPROVE HEALTHCARE DELIVERY AND SUCCESSFUL AGING FOR SENIORS. FURTHERMORE, TO LOWER THE COST OF HEALTHCARE AND ENABLE SENIORS TO SUCCESSFULLY AGE, LIVING LIFE ON THEIR OWN TERMS WITH ACCESS TO HIGH-QUALITY HEALTH AND SUPPORT SERVICES THAT PRESERVE AND PROTECT THEIR DIGNITY, QUALITY OF LIFE, AND INDEPENDENCE.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

37 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Shelley M Lyford	DIRECTOR, CHAIR & CEO	2014-2024	$947,107	$8,552,563	5
Zia Agha	CMO & EVP CLINICAL RESEARCH	2014-2024	$958,995	$7,698,076	4
Timothy Lash	PRESIDENT	2014-2024	$888,188	$7,469,683	6
Jonathan Zifferblatt	CHIEF STRATEGY OFFICER	2018-2024	$707,732	$3,122,518	2
Sally Hallak	CFO, SECRETARY AND TREASURER	2017-2024	$647,394	$2,922,720	5
Christopher Crowley	DIR, STRAT & SR HEALTH SYS ENGINEER	2014-2024	$288,191	$2,255,005	1
Adrian Kwong	PRINCIPAL DATA SECURITY ARCHITECT	2016-2024	$265,910	$2,029,781	1
Amy Stuck	SR DIR, VALUE-BASED ACUTE CARE	2016-2024	$290,060	$1,963,707	1
Liane Wardlow	SENIOR DIRECTOR, CLINICAL RESEARCH	2020-2024	$295,755	$1,321,051	1
Haw-Minn Lu	PRINCIPAL DATA SCIENTIST	2023-2024	$254,282	$508,157	1
Joseph M Smith Phd Facc (former)	CMO THROUGH 3/31/16	2014-2016	$476,449	$4,493,522	1
Joseph M Smith (former)	FORMER CO-MANAGER/CMO THRU 3/31/16	2017-2020	$833,293	$3,506,144	3
Nicholas Valeriani (former)	DIRECTOR	2014-2020	$0	$3,234,336	4
Michael Caponetto (former)	CFO THRU 5/31/17	2014-2017	$525,293	$2,829,026	3
Jose Unpingco (former)	VICE PRESIDENT DATA SCIENCE	2015-2022	$349,192	$2,294,799	1
Valerie Volpe (former)	VP GOVT AFFAIRS THRU 3/2018	2014-2018	$331,169	$2,022,175	1
Diana Campau (former)	VP COMMUNICATIONS (THROUGH 8/1/2019)	2015-2019	$312,837	$1,768,102	1
Richard Dakers (former)	EVP BUS DEV/CSO THROUGH 6/30/15	2014-2015	$531,313	$1,157,060	3
Nancy Schroeder (former)	SR DIR COMM THRU 5/17/15	2014-2018	$225,756	$1,082,764	1
William T Earley (former)	TREAS,COO &COUNSEL(THROUGH 5/24/19)	2017-2019	$295,620	$914,883	3
Gregory Norman (former)	SR. DIR, CLINICAL RESEARCH	2015-2018	$250,689	$906,649	1
Chris Costa (former)	GENERAL COUNSEL THROUGH 9/30/15	2014-2015	$377,547	$773,583	2
Siobhan Graham (former)	VP, OPERATIONS & HR (TERMED 9/24/21)	2019-2021	$238,879	$729,651	1
Mary Ellen Ciafardini (former)	VP, HUMAN RESOURCE THROUGH 4/14/16	2014-2016	$113,978	$618,050	1
Rodger Currie (former)	VICE PRESIDENT	2014	$542,902	$542,902	1
Chris Crowley (former)	PROGRAM MANAGER	2021-2022	$264,167	$523,397	1
Mitul Shah (former)	SENIOR DIRECTOR, PROGRAMS	2014-2015	$254,146	$480,774	1
Scott Cassidy (former)	VICE PRESIDENT	2014	$451,088	$451,088	2
Richard Lane (former)	TECH DIR DATA SCIENCE THROUGH 7/1/15	2014-2015	$179,097	$402,896	1
Sunitha Baskaran (former)	VICE PRESIDENT	2014	$349,635	$349,635	1
Freeman Rose (former)	VICE PRESIDENT	2014	$311,616	$311,616	1
James Tyrrell-Knott (former)	VICE PRESIDENT	2014	$310,338	$310,338	1
David Cantin (former)	VICE PRESIDENT	2014	$301,625	$301,625	1
Stephanie Fagan-Oey (former)	VICE PRESIDENT	2014	$243,713	$243,713	1
Amnon Ptashek (former)	ENGINEERING MNGR, SOFTWARE ARCHITECH	2014	$235,366	$235,366	1
Kelly Ko (former)	DIRECTOR, CLINICAL RESEARCH	2019	$220,656	$220,656	1
Hugh Molesworth (former)	PRINCIPAL SOSTWARE ENGINEER	2014	$182,421	$182,421	1

Officers and directors, no compensation reported

8 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
Mark B Mcclellan Md Phd	DIRECTOR	2014-2024	5	$0 reported	6
Gary West	DIRECTOR	2014-2024	5	$0 reported	5
Nick Valeriani	DIRECTOR	2021-2024	5	$0 reported	3
Charles Sederstrom	DIRECTOR	2014-2024	5	$0 reported	2
Michael Schatzlein Md (former)	DIRECTOR (THROUGH 04/03/2019)	2017-2019	10	$0 reported	2
Thomas Culhane (former)	DIRECTOR	2018	0	$0 reported	2
Michael Johns Md (former)	DIRECTOR THROUGH 12/14/17	2014-2017	10	$0 reported	2
James Hasson Jd (former)	DIRECTOR	2014	10	$0 reported	1

People by year

2024 · 14 people listed · 10 paid, $5.5M · 34 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ZIA AGHA	CMO & EVP CLINICAL RESEARCH	40	$825,448	$0	$133,547	$958,995	4
SHELLEY M LYFORD	DIRECTOR, CHAIR & CEO	30	$861,513	$0	$85,594	$947,107	5
TIMOTHY LASH	PRESIDENT	30	$761,475	$0	$126,713	$888,188	6
JONATHAN ZIFFERBLATT	CHIEF STRATEGY OFFICER	30	$0	$590,701	$117,031	$707,732	2
SALLY HALLAK	CFO, SECRETARY AND TREASURER	30	$0	$546,106	$101,288	$647,394	5
LIANE WARDLOW	SENIOR DIRECTOR, CLINICAL RESEARCH	40	$259,908	$0	$35,847	$295,755	1
AMY STUCK	SR DIR, VALUE-BASED ACUTE CARE	40	$232,515	$0	$57,545	$290,060	1
CHRISTOPHER CROWLEY	DIR, STRAT & SR HEALTH SYS ENGINEER	40	$252,146	$0	$36,045	$288,191	1
ADRIAN KWONG	PRINCIPAL DATA SECURITY ARCHITECT	40	$232,548	$0	$33,362	$265,910	1
HAW-MINN LU	PRINCIPAL DATA SCIENTIST	40	$204,732	$0	$49,550	$254,282	1
CHARLES SEDERSTROM	DIRECTOR	5	$0	$0	$0	$0	2
GARY WEST	DIRECTOR	5	$0	$0	$0	$0	5
MARK MCCLELLAN	DIRECTOR	5	$0	$0	$0	$0	6
NICK VALERIANI	DIRECTOR	5	$0	$0	$0	$0	3

2023 · 14 people listed · 10 paid, $5.0M · 28 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SHELLEY M LYFORD	DIRECTOR, CHAIR & CEO	30	$829,386	$0	$20,356	$849,742	5
ZIA AGHA	CMO & EVP CLINICAL RESEARCH	40	$772,492	$0	$76,914	$849,406	4
TIMOTHY LASH	PRESIDENT	30	$721,307	$0	$58,219	$779,526	6
JONATHAN ZIFFERBLATT	CHIEF STRATEGY OFFICER	40	$0	$565,650	$59,987	$625,637	2
SALLY HALLAK	CFO, SECRETARY AND TREASURER	30	$0	$504,143	$34,330	$538,473	5
LIANE WARDLOW	SENIOR DIRECTOR, CLINICAL RESEARCH	40	$245,685	$0	$40,189	$285,874	1
AMY STUCK	SENIOR DIRECTOR, VALUE-BASED ACUTE	40	$223,509	$0	$55,165	$278,674	1
CHRISTOPHER CROWLEY	PROGRAM MANAGER	40	$239,963	$0	$34,965	$274,928	1
ADRIAN KWONG	PRINCIPAL DATA SECURITY ARCHITECT	40	$221,701	$0	$32,632	$254,333	1
HAW-MINN LU	PRINCIPAL DATA SCIENTIST	40	$205,020	$0	$48,855	$253,875	1
CHARLES SEDERSTROM	DIRECTOR	5	$0	$0	$0	$0	2
GARY WEST	DIRECTOR	5	$0	$0	$0	$0	5
MARK MCCLELLAN	DIRECTOR	5	$0	$0	$0	$0	6
NICK VALERIANI	DIRECTOR	5	$0	$0	$0	$0	3

2022 · 14 people listed · 10 paid, $4.8M · 32 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SHELLEY M LYFORD	DIRECTOR, CHAIR AND CEO	30	$797,485	$37,917	$19,980	$855,382	5
ZIA AGHA	CMO & EVP CLINICAL RESEARCH	40	$739,216	$0	$63,904	$803,120	4
TIMOTHY LASH	PRESIDENT	30	$664,005	$37,917	$50,224	$752,146	6
JONATHAN ZIFFERBLATT	CHIEF STRATEGY OFFICER	40	$0	$499,346	$51,527	$550,873	2
SALLY HALLAK	CFO, SECRETARY AND TREASURER	30	$0	$433,008	$31,190	$464,198	5
JOSE UNPINGCO	VICE PRESIDENT DATA SCIENCE	40	$295,849	$0	$53,343	$349,192	1
AMY STUCK	SR. DIR, VALUE-BASED ACUTE CARE	40	$213,179	$0	$56,181	$269,360	1
LIANE WARDLOW	SENIOR DIRECTOR, CLINICAL RESEARCH	40	$216,509	$0	$51,636	$268,145	1
CHRIS CROWLEY	PROGRAM MANAGER	40	$233,280	$0	$30,887	$264,167	1
ADRIAN KWONG	PRINCIPAL DATA SECURITY ARCHITECT	40	$213,332	$0	$24,098	$237,430	1
CHARLES SEDERSTROM	DIRECTOR	5	$0	$0	$0	$0	2
GARY WEST	DIRECTOR	15	$0	$0	$0	$0	5
MARK MCCLELLAN	DIRECTOR	10	$0	$0	$0	$0	6
NICK VALERIANI	DIRECTOR	15	$0	$0	$0	$0	3

2021 · 15 people listed · 11 paid, $5.2M · 29 employees · 4 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SHELLEY M LYFORD	PRESIDENT & CEO	30	$747,512	$281,544	$37,621	$1,066,677	5
TIMOTHY LASH	EVP & CHIEF STRATEGY OFFICER	30	$637,435	$178,317	$60,127	$875,879	6
ZIA AGHA	CHIEF MEDICAL OFFICER & EVP CLINICAL RESEARCH	40	$698,101	$48,081	$63,142	$809,324	4
JONATHAN ZIFFERBLATT	EVP, STRATEGY & SUCCESSFUL AGING	50	$0	$431,711	$48,605	$480,316	2
SALLY HALLAK	SECRETARY AND TREASURER	30	$0	$352,734	$28,772	$381,506	5
JOSE UNPINGCO	SENIOR DIRECTOR OF DATA SCIENCE	40	$261,486	$0	$52,247	$313,733	1
AMY STUCK	SR. DIR, VALUE-BASED ACUTE CARE	40	$205,437	$0	$54,709	$260,146	1
CHRIS CROWLEY	PROGRAM MANAGER	40	$228,931	$0	$30,299	$259,230	1
LIANE WARDLOW	DIRECTOR, CLINICAL RESEARCH	40	$188,408	$0	$53,178	$241,586	1
SIOBHAN GRAHAM	VP, OPERATIONS & HR (TERMED 9/24/21)	50	$0	$218,642	$20,237	$238,879	1
ADRIAN KWONG	PRINCIPAL DATA SECURITY ARCHITECT	40	$204,341	$0	$24,505	$228,846	1
CHARLES SEDERSTROM	DIRECTOR	5	$0	$0	$0	$0	2
GARY WEST	DIRECTOR, CHAIRMAN	15	$0	$0	$0	$0	5
MARK MCCLELLAN	DIRECTOR	10	$0	$0	$0	$0	6
NICK VALERIANI	DIRECTOR	15	$0	$0	$0	$0	3

2020 · 16 people listed · 12 paid, $5.6M · 22 employees · 4 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SHELLEY M LYFORD	PRESIDENT & CEO	30	$720,385	$238,338	$31,794	$990,517	5
JOSEPH M SMITH	FORMER CO-MANAGER/CMO THRU 3/31/16	0	$0	$823,220	$10,073	$833,293	3
TIMOTHY LASH	EVP AND CHIEF STRATEGY OFFICER	30	$622,632	$150,542	$48,520	$821,694	6
ZIA AGHA	CHIEF MEDICAL OFFICER & EVP	40	$672,259	$42,708	$52,978	$767,945	4
JONATHAN ZIFFERBLATT	EVP, STRATEGY & SUCCESSFUL AG	50	$0	$378,035	$42,393	$420,428	2
JOSE UNPINGCO	TECHNICAL DIRECTOR	40	$259,115	$0	$48,252	$307,367	1
SALLY HALLAK	VP OF F&C/SECRETARY AND TREASURER	40	$0	$247,662	$23,606	$271,268	5
SIOBHAN GRAHAM	VP, OPERATIONS & HR	50	$0	$237,262	$24,207	$261,469	1
CHRISTOPHER CROWLEY	PROGRAM MANAGER	40	$225,233	$0	$29,313	$254,546	1
AMY STUCK	SR. DIR., VALUE-BASED ACUTE CARE	40	$182,690	$0	$49,998	$232,688	1
LIANE WARDLOW	DIRECTOR, CLINICAL RESEARCH	40	$189,195	$0	$40,496	$229,691	1
ADRIAN KWONG	PRINCIPAL DATA SECURITY ARCHIT	40	$201,098	$0	$20,787	$221,885	1
CHARLES SEDERSTROM	DIRECTOR	5	$0	$0	$0	$0	2
GARY L WEST	DIRECTOR, CHAIRMAN	15	$0	$0	$0	$0	5
MARK MCCLELLAN	DIRECTOR	10	$0	$0	$0	$0	6
NICHOLAS VALERIANI	DIRECTOR	15	$0	$0	$0	$0	4

2019 · 18 people listed · 13 paid, $5.3M · 32 employees · 5 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JOSEPH M SMITH	FORMER CO-MANAGER/CMO(THRU 3/31/16)	0	$0	$805,361	$57,634	$862,995	3
SHELLEY M LYFORD	PRESIDENT & CEO	40	$651,217	$94,929	$14,450	$760,596	5
TIMOTHY LASH	EVP/CHIEF STRATEGY OFFICER	40	$595,431	$81,953	$34,952	$712,336	6
ZIA AGHA	CHIEF MEDICAL OFFICER & EV	40	$639,985	$0	$48,214	$688,199	4
DIANA CAMPAU	VP COMMUNICATIONS (THROUGH 8/1/2019)	50	$0	$278,338	$34,499	$312,837	1
WILLIAM T EARLEY	TREAS,COO &COUNSEL(THROUGH 5/24/19)	40	$0	$269,558	$26,062	$295,620	3
JOSE UNPINGCO	SR. DIRECTOR DATA SCIENCE	50	$252,368	$0	$38,545	$290,913	1
CHRISTOPHER CROWLEY	PROGRAM MANAGER	50	$220,384	$0	$32,151	$252,535	1
AMY STUCK	SNR DIRECTOR, ACUTE CARE	50	$186,016	$0	$50,261	$236,277	1
SALLY HALLAK	SECRETARY	40	$0	$211,450	$20,413	$231,863	5
SIOBHAN GRAHAM	VP, OPERATIONS & HR	50	$0	$208,283	$21,020	$229,303	1
ADRIAN KWONG	PRINCIPAL DATA SECURITY ARCHITECT	50	$196,656	$0	$24,392	$221,048	1
KELLY KO	DIRECTOR, CLINICAL RESEARCH	50	$186,271	$0	$34,385	$220,656	1
CHARLES SEDERSTROM	DIRECTOR	5	$0	$0	$0	$0	2
GARY L WEST	DIRECTOR, CHAIRMAN	15	$0	$0	$0	$0	5
MARK MCCLELLAN	DIRECTOR	10	$0	$0	$0	$0	6
MICHAEL SCHATZLEIN MD	DIRECTOR (THROUGH 04/03/2019)	10	$0	$0	$0	$0	2
NICHOLAS VALERIANI	DIRECTOR	15	$0	$0	$0	$0	4

2018 · 20 people listed · 14 paid, $5.8M · 29 employees · 5 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JOSEPH SMITH	FORMER CO-MANAGER/CMO THRU 3/31/16	0	$0	$796,464	$33,218	$829,682	3
ZIA AGHA	CHIEF MEDICAL OFFICER & EVP	40	$631,184	$0	$46,251	$677,435	4
SHELLEY M LYFORD	PRESIDENT & CEO	40	$597,132	$22,917	$11,807	$631,856	5
TIMOTHY LASH	EVP/CHIEF STRATEGY OFFICER	40	$0	$590,493	$35,349	$625,842	6
WILLIAM T EARLEY	SECRETARY/TREASURER/CAO/GENERAL COUNSEL	40	$0	$418,903	$42,762	$461,665	3
DIANA CAMPAU	VP COMMUNICATIONS	50	$0	$388,169	$49,092	$437,261	1
JONATHAN ZIFFERBLATT	VP, STRATEGY AND SUCCESSFUL AGING	50	$211,955	$87,884	$37,693	$337,532	2
VALERIE VOLPE	VP GOVT AFFAIRS THRU 3/2018	50	$0	$320,292	$10,877	$331,169	1
JOSE UNPINGCO	SR. DIRECTOR DATA SCIENCE	50	$248,020	$0	$41,705	$289,725	1
CHRISTOPHER CROWLEY	PROGRAM MANAGER	50	$220,320	$0	$33,618	$253,938	1
GREGORY NORMAN	SR. DIR, CLINICAL RESEARCH	50	$237,110	$0	$13,579	$250,689	1
NANCY SCHROEDER	SR DIR COMM THRU 5/17/15	40	$0	$184,363	$41,393	$225,756	1
ADRIAN KWONG	DATA SCIENCE ADMINISTRATOR	50	$188,906	$0	$26,762	$215,668	1
SALLY HALLAK	TREASURER THRU 12/14/18	40	$0	$187,822	$18,793	$206,615	5
CHARLES SEDERSTROM	DIR./SECRETARY THRU 12/14/18	5	$0	$0	$0	$0	2
GARY L WEST	DIRECTOR, CHAIRMAN	15	$0	$0	$0	$0	5
MARK MCCLELLAN	DIRECTOR	10	$0	$0	$0	$0	6
MICHAEL SCHATZLEIN MD	DIRECTOR	10	$0	$0	$0	$0	2
NICHOLAS VALERIANI	DIRECTOR	15	$0	$0	$0	$0	4
THOMAS CULHANE	DIRECTOR	0	$0	$0	$0	$0	2

2017 · 21 people listed · 15 paid, $5.9M · 30 employees · 5 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JOSEPH SMITH	CMO THRU 3/31/16	0	$0	$952,050	$28,124	$980,174	3
ZIA AGHA	CHIEF MEDICAL OFFICER & EVP	40	$623,606	$0	$46,712	$670,318	4
SHELLEY M LYFORD	PRESIDENT & CEO	40	$556,721	$8,333	$9,174	$574,228	5
TIMOTHY LASH	EVP/CHIEF STRATEGY OFFICER	0	$0	$525,486	$35,468	$560,954	6
MICHAEL CAPONETTO	CFO THRU 5/31/17	35	$0	$495,256	$30,037	$525,293	3
VALERIE VOLPE	VP GOVT AFFAIRS	50	$0	$437,685	$19,722	$457,407	1
DIANA CAMPAU	VP COMMUNICATIONS	50	$0	$369,829	$49,352	$419,181	1
JOSE UNPINGCO	SR. DIRECTOR DATA SCIENCE	50	$228,445	$0	$41,753	$270,198	1
GREGORY NORMAN	SR. DIR, CLINICAL RESEARCH	50	$234,006	$0	$13,461	$247,467	1
CHRISTOPHER CROWLEY	PROGRAM MANAGER	50	$211,466	$0	$33,424	$244,890	1
NANCY SCHROEDER	SR DIRECTOR - FORMER	40	$0	$182,559	$39,883	$222,442	1
AMY STUCK	PROGRAM MANAGER	50	$159,109	$0	$47,438	$206,547	1
ADRIAN KWONG	DATA SCIENCE ADMINISTRATOR	50	$171,239	$0	$24,992	$196,231	1
SALLY HALLAK	TREASURER/DIR FINANCE	35	$0	$165,297	$16,106	$181,403	5
WILLIAM T EARLEY	CAO/GENERAL COUNSEL	40	$0	$143,670	$13,928	$157,598	3
MICHAEL JOHNS MD	DIRECTOR THROUGH 12/14/17	10	$0	$0	$0	$0	2
MICHAEL SCHATZLEIN MD	DIRECTOR	10	$0	$0	$0	$0	2
NICHOLAS VALERIANI	DIRECTOR,VICE CHAIRMAN	15	$0	$0	$0	$0	4
CHARLES SEDERSTROM	DIRECTOR AND SECRETARY	5	$0	$0	$0	$0	2
MARK MCCLELLAN	DIRECTOR	10	$0	$0	$0	$0	6
GARY L WEST	DIRECTOR/CHAIRMAN	15	$0	$0	$0	$0	5

2016 · 19 people listed · 14 paid, $4.9M · 24 employees · 5 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MICHAEL CAPONETTO	CEO/SECRETARY/TREASURER/CO-MANAGER	45	$0	$546,192	$63,967	$610,159	3
ZIA AGHA	CHIEF MEDICAL OFFICER & EVP	40	$539,558	$0	$64,366	$603,924	4
TIMOTHY LASH	CHIEF STRATEGY OFFICER & EVP	40	$0	$465,489	$61,359	$526,848	6
SHELLEY M LYFORD	PRESIDENT & CEO	40	$481,093	$0	$25,967	$507,060	5
JOSEPH M SMITH PHD FACC	CMO THROUGH 3/31/16	40	$258,104	$203,418	$14,927	$476,449	1
VALERIE VOLPE	VICE PRESIDENT, GOVT AFFAIRS	50	$0	$419,160	$13,279	$432,439	1
DIANA CAMPAU	VICE PRESIDENT, COMMUNICATIONS	50	$0	$330,457	$41,579	$372,036	1
JOSE UNPINGCO	TECH DIRECTOR DATA SCIENCE	50	$203,772	$0	$41,717	$245,489	1
CHRISTOPHER CROWLEY	PROGRAM MANAGER	50	$204,559	$0	$30,723	$235,282	1
GREGORY NORMAN	SR. DIR, CLINICAL RESEARCH	50	$206,653	$0	$11,387	$218,040	1
NANCY IVES SCHROEDER	FORMER SENIOR DIR, COMM (END 5/17/15)	0	$0	$174,925	$38,760	$213,685	1
AMY STUCK	PROGRAM MANAGER	50	$149,686	$0	$40,269	$189,955	1
ADRIAN KWONG	DATA SCIENCE ADMINISTRATOR	50	$163,271	$0	$25,159	$188,430	1
MARY ELLEN CIAFARDINI	VP, HUMAN RESOURCE THROUGH 4/14/16	50	$0	$98,642	$15,336	$113,978	1
GARY L WEST	DIRECTOR/CHAIRMAN	15	$0	$0	$0	$0	5
NICHOLAS VALERIANI	DIRECTOR,VICE CHAIRMAN	15	$0	$0	$0	$0	4
CHARLES SEDERSTROM	DIRECTOR AND SECRETARY	5	$0	$0	$0	$0	2
MICHAEL JOHNS MD	DIRECTOR	10	$0	$0	$0	$0	2
MARK MCCLELLAN	DIRECTOR	10	$0	$0	$0	$0	6

2015 · 21 people listed · 17 paid, $7.9M · 29 employees · 5 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
NICHOLAS VALERIANI	CEO THROUGH 9/3/15, DIRECTOR	40	$1,155,805	$84,776	$18,236	$1,258,817	4
JOSEPH M SMITH PHD FACC	CHIEF MEDICAL OFFICER,CSO	40	$959,178	$125,000	$46,857	$1,131,035	1
MICHAEL CAPONETTO	CFO/TREASURER	40	$0	$687,349	$44,107	$731,456	3
SHELLEY M LYFORD	COO, THEN CEO 9/3/15; SECRETARY	40	$116,500	$526,976	$9,770	$653,246	5
TIMOTHY LASH	EVP, STRATEGY AND SUCCESSFUL AGING	40	$0	$494,549	$42,284	$536,833	6
RICHARD DAKERS	EVP BUS DEV/CSO THROUGH 6/30/15	40	$0	$513,733	$17,580	$531,313	3
ZIA AGHA	EVP CLINICAL RESEARCH	50	$473,544	$0	$46,266	$519,810	4
VALERIE VOLPE	SENIOR DIRECTOR, ADVOCACY	50	$0	$398,778	$11,648	$410,426	1
CHRIS COSTA	GENERAL COUNSEL THROUGH 9/30/15	40	$0	$345,949	$31,598	$377,547	2
MARY ELLEN CIAFARDINI	VICE PRESIDENT, HUMAN RESOURCES	50	$0	$221,559	$42,236	$263,795	1
MITUL SHAH	SENIOR DIRECTOR, PROGRAMS	50	$226,431	$0	$27,715	$254,146	1
CHRISTOPHER CROWLEY	PROGRAM MANAGER	50	$202,544	$0	$26,420	$228,964	1
JOSE UNPINGCO	TECH DIRECTOR DATA SCIENCE	50	$191,534	$0	$36,648	$228,182	1
DIANA CAMPAU	VP,COMMUNICATIONS/PR	50	$0	$203,478	$23,309	$226,787	1
NANCY IVES SCHROEDER	SENIOR DIRECTOR COMM THROUGH 5/17/15	50	$0	$185,282	$36,721	$222,003	1
GREGORY NORMAN	PRINCIPAL INVESTIGATOR	50	$178,121	$0	$12,332	$190,453	1
RICHARD LANE	TECH DIR DATA SCIENCE THROUGH 7/1/15	50	$163,086	$0	$16,011	$179,097	1
MICHAEL JOHNS MD	DIRECTOR	10	$0	$0	$0	$0	2
CHARLES SEDERSTROM	DIRECTOR	5	$0	$0	$0	$0	2
GARY L WEST	DIRECTOR/CHAIRMAN	15	$0	$0	$0	$0	5
MARK MCCLELLAN	DIRECTOR	10	$0	$0	$0	$0	6

2014 · 28 people listed · 23 paid, $12.7M · 60 employees · 5 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JOSEPH M SMITH PHD FACC	CHIEF MEDICAL OFFICER, CSO	40	$2,456,009	$389,000	$41,029	$2,886,038	1
NICHOLAS J VALERIANI	CHIEF EXECUTIVE OFFICER, DIRECTOR	40	$1,569,076	$389,000	$17,443	$1,975,519	4
MICHAEL CAPONETTO	CHIEF FINANCIAL OFFICER / TREASURER	40	$0	$923,421	$38,697	$962,118	3
SHELLEY M LYFORD	CHIEF OPERATING OFFICER/SECRETARY	40	$0	$707,235	$8,917	$716,152	5
RICHARD DAKERS	EVP BUS DEV/CHIEF STRATEGY OFFICER	40	$0	$604,265	$21,482	$625,747	3
RODGER CURRIE	VICE PRESIDENT	10	$0	$528,746	$14,156	$542,902	1
SCOTT CASSIDY	VICE PRESIDENT	50	$426,655	$0	$24,433	$451,088	2
CHRIS COSTA MBA JD	GENERAL COUNSEL	50	$0	$359,862	$36,174	$396,036	2
VALERIE VOLPE	SENIOR DIRECTOR, ADVOCACY	50	$0	$375,238	$15,496	$390,734	1
TIMOTHY LASH	VICE PRESIDENT	50	$0	$351,082	$38,355	$389,437	6
SUNITHA BASKARAN	VICE PRESIDENT	50	$330,829	$0	$18,806	$349,635	1
DR ZIA AGHA	EVP CLINICAL RESEARCH AND MEDICAL INFORMATICS	50	$319,583	$0	$30,017	$349,600	4
FREEMAN ROSE	VICE PRESIDENT	50	$282,936	$0	$28,680	$311,616	1
JAMES TYRRELL-KNOTT	VICE PRESIDENT	50	$277,184	$0	$33,154	$310,338	1
DAVID CANTIN	VICE PRESIDENT	50	$274,600	$0	$27,025	$301,625	1
STEPHANIE FAGAN-OEY	VICE PRESIDENT	50	$0	$223,965	$19,748	$243,713	1
MARY ELLEN CIAFARDINI	VICE PRESIDENT, HUMAN RESOURCES	50	$0	$205,112	$35,165	$240,277	1
AMNON PTASHEK	ENGINEERING MNGR, SOFTWARE ARCHITECH	50	$203,969	$0	$31,397	$235,366	1
MITUL SHAH	SR. DIRECTOR, PROGRAMS & PARTNERSHIPS	50	$191,893	$0	$34,735	$226,628	1
RICHARD LANE	TECHNICAL DIRECTOR, DATA SCIENCE	50	$196,250	$0	$27,549	$223,799	1
CHRISTOPHER CROWLEY	SR. SYSTEM ENGINEER, BD	50	$198,562	$0	$23,169	$221,731	1
NANCY IVES SCHROEDER	SENIOR DIRECTOR, COMMUNICATIONS	50	$0	$168,505	$30,373	$198,878	1
HUGH MOLESWORTH	PRINCIPAL SOSTWARE ENGINEER	50	$167,404	$0	$15,017	$182,421	1
GARY L WEST	DIRECTOR/CHAIRMAN	15	$0	$0	$0	$0	5
MICHAEL JOHNS MD	DIRECTOR	10	$0	$0	$0	$0	2
CHARLES SEDERSTROM	DIRECTOR	5	$0	$0	$0	$0	2
JAMES HASSON JD	DIRECTOR	10	$0	$0	$0	$0	1
MARK MCCLELLAN	DIRECTOR	10	$0	$0	$0	$0	6

Highest-paid independent contractors

2024 · 5 contractors · $9.9M

Name	Location	Service	Paid
MCKINSEY & COMPANY INC	NEW YORK, NY	CONSULTANT	$2,500,000
GARY AND MARY WEST MANAGEMENT COMPANY I	CARLSBAD, CA	MANAGEMENT SERVICES	$2,400,000
HURON CONSULTING GROUP INC	CHICAGO, IL	CONSULTANT	$2,100,000
HTEC GROUP INC	PALO ALTO, CA	IT CONSULTANT	$2,093,160
GALLUP INC	CHICAGO, IL	CONSULTANT	$833,500

2023 · 5 contractors · $3.8M

Name	Location	Service	Paid
GARY AND MARY WEST MANAGEMENT COMPA	CARLSBAD, CA	MANAGEMENT SERVICES	$2,194,865
GALLUP INC	CHICAGO, IL	CONSULTANT	$700,099
99 TEN BUSINESS SOLUTIONS	CARLSBAD, CA	IT CONSULTANT	$377,489
GEORGETOWN UNIVERSITY	WASHINGTON, DC	CONSULTANT	$263,000
CURA STRATEGIES LLC	ARLINGTON, VA	CONSULTANT	$240,163

2022 · 5 contractors · $4.1M

Name	Location	Service	Paid
GARY AND MARY WEST MANAGEMENT COMPANY	CARLSBAD, CA	MANAGEMENT SERVICES	$2,197,000
GALLUP INC	CHICAGO, IL	CONSULTANT	$1,088,472
99 TEN BUSINESS SOLUTIONS	CARLSBAD, CA	IT CONSULTANT	$342,134
WILLIAM SCANLON	HERNDON, VA	CONSULTANT	$238,428
CURA STRATEGIES LLC	ARLINGTON, VA	CONSULTANT	$204,392

2021 · 5 contractors · $2.2M

Name	Location	Service	Paid
GALLUP INC	DES MOINES, IA	CONSULTANTS	$1,177,825
99TEN BUSINESS SOLUTIONS	CARLSBAD, CA	IT CONSULTANTS	$315,816
GLOBAL STRATEGY GROUP LLC	NEW YORK, NY	CONSULTANTS	$267,000
WILLIAM SCANLON	HERNDON, VA	CONSULTANTS	$238,428
WAXMAN STRATEGIES	WASHINGTON, DC	CONSULTANTS	$236,000

2020 · 5 contractors · $2.7M

Name	Location	Service	Paid
GLOBAL STRATEGY GROUP LLC	NEW YORK, NY	CONSULTANTS	$935,000
GALLUP INC	DES MOINES, IA	CONSULTANTS	$824,800
STG LLC	WASHINGTON, DC	CONSULTANTS	$387,231
99 TEN BUSINESS SOLUTIONS	CARLSBAD, CA	IT CONSULTANTS	$329,267
WILLIAM SCANLON	HERNDON, VA	CONSULTANTS	$238,428

2019 · 5 contractors · $1.6M

Name	Location	Service	Paid
GALLUP INC	DES MOINES, IA	CONSULTANTS	$484,425
WAXMAN STRATEGIES	WASHINGTON, DC	CONSULTANTS	$437,300
WILLIAM SCANLON	HERNDON, VA	CONSULTANTS	$238,428
COMMUNICATION PARTNERS & ASSOCIATES LLC	NEW YORK, CA	CONSULTANTS	$232,000
WEST DEVELOPMENT LLC	CARLSBAD, CA	CONSULTANTS	$171,125

2018 · 5 contractors · $1.4M

Name	Location	Service	Paid
WAXMAN STRATEGIES	WASHINGTON, DC	CONSULTANTS	$630,688
WILLIAM SCANLON	HERNDON, VA	CONSULTANTS	$240,298
TELEOMED LABS CORPORATION	BURLINGAME, CA	CONSULTANTS	$207,120
COMMUNICATION PARTNERS & ASSOCIATES LLC	NEW YORK, NY	CONSULTANTS	$180,000
GALLUP INC	DES MOINES, IA	CONSULTANTS	$161,475

2017 · 5 contractors · $1.4M

Name	Location	Service	Paid
NAVIGANT CONSULTING INC	CHICAGO, IL	CONSULTANT	$426,344
COMMUNICATION PARTNERS & ASSOCIATES LLC	NEW YORK, NY	CONSULTANT	$374,679
WILLIAM SCANLON	HERNDON, VA	CONSULTANT	$224,450
TELEOMED LABS CORPORATION	BURLINGAME, CA	CONSULTANT	$190,460
HART HEALTH STRATEGIES INC	WASHINGTON, DC	CONSULTANT	$160,000

2016 · 5 contractors · $760K

Name	Location	Service	Paid
WILLIAM SCANLON	HERNDON, VA	CONSULTANT	$205,700
JAMES PETER HOWARD	SOLANA BEACH, CA	CONSULTANT	$152,248
COMMUNICATION PARTNERS & ASSOCIATES LLC	NEW YORK, NY	CONSULTANT	$140,800
WILSON SONSINI GOORICH & ROSATI	LOS ANGELES, CA	LEGAL	$136,592
CECITYCOMLTD	HOMESTEAD, PA	CONSULTANT	$125,000

2015 · 5 contractors · $1.5M

Name	Location	Service	Paid
R-GA MEDIA GROUP INC	PHILADELPHIA, PA	WEBSITE DESIGN	$639,919
TOGORUN LLC	ST LOUIS, MO	STRATEGIC ANALYSIS	$390,243
COMMUNICATION PARTNERS & ASSOCIATES LLC	NEW YORK, NY	CONSULTANTS	$265,536
WEST DEVELOPMENT LLC	CARLSBAD, CA	IT SUPPORT	$122,675
INCEODIA LLC	BAINBRIDGE ISLAND, WA	CONSULTANTS	$117,218

2014 · 3 contractors · $833K

Name	Location	Service	Paid
TOGORUN LLC	ST LOUIS, MO	STATEGIC ANALYSIS	$517,900
WEST DEVELOPMENT LLC	CARLSBAD, CA	IT SUPPORT	$186,238
O'MELVENY & MYERS LLP	LOS ANGELES, CA	LEGAL SERVICE	$128,744

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2021 · 1 grant to organizations · $8K

Show every grant for 2021 · CSV

2020 · 4 grants to organizations · $52K

Show every grant for 2020 · CSV

2019 · 2 grants to organizations · $19K

Show every grant for 2019 · CSV

2018 · 1 grant to organizations · $47K

Show every grant for 2018 · CSV

2017 · 2 grants to organizations · $19K

Show every grant for 2017 · CSV

2016 · 2 grants to organizations · $63K

Listed grants add up to $62,837; the return's “grants paid” expense line says $66,837. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2016 · CSV

2015 · 2 grants to organizations · $46K

Listed grants add up to $45,649; the return's “grants paid” expense line says $46,709. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2015 · CSV

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$44,564,569	$42,453,440	$28,403,353	$3,302,660	$44,266,610	$0	$2,193,907	34	6
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$21,241,141	$21,128,925	$15,616,066	$1,196,911	$20,989,001	$0	$2,019,624	28	6
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$17,478,241	$21,199,946	$17,273,627	$1,084,695	$17,407,144	$0	$1,931,377	32	6
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$21,045,299	$20,148,439	$20,819,217	$4,806,400	$21,000,963	$0	$1,833,148	29	4
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$22,500,002	$23,462,961	$9,921,581	$3,909,540	$22,500,000	$0	$1,617,047	22	4
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$23,001,748	$24,131,325	$9,611,066	$4,872,499	$23,000,000	$0	$1,701,360	32	5
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$25,825,087	$26,854,436	$12,461,358	$6,002,076	$25,750,000	$0	$1,197,915	29	5
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$11,281,669	$22,500,688	$12,439,679	$7,031,425	$15,750,000	$0	$1,179,116	30	5
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$20,200,117	$16,100,040	$16,037,065	$13,791,694	$20,010,288	$0	$1,127,100	24	5
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$13,439,283	$15,859,523	$11,072,126	$9,392,554	$12,800,000	$0	$2,142,418	29	5
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$9,374,089	$18,915,562	$15,259,994	$12,884,357	$9,029,124	$0	$5,052,721	60	5

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

GARY AND MARY WEST HEALTH POLICY CENTER INC La Jolla, CA · 6 people in common (Gary West, Jonathan Zifferblatt, Mark B Mcclellan Md Phd) · related organization (Schedule R)
GARY AND MARY WEST CHARITABLE TRUST La Jolla, CA · 5 people in common (Gary West, Sally Hallak, Shelley M Lyford)
GARY AND MARY WEST FOUNDATION La Jolla, CA · 5 people in common (Gary West, Sally Hallak, Shelley M Lyford)
GARY AND MARY WEST HEALTH ENDOWMENTINC Wilmington, DE · 5 people in common (Charles Sederstrom, Gary West, Sally Hallak)
GARY AND MARY WEST SENIOR SERVICES INC San Marcos, CA · 2 people in common (Timothy Lash, Zia Agha)
REAGAN-UDALL FOUNDATION FOR THE FOOD AND DRUG ADMINISTRATION Washington, DC · 2 people in common (Mark B Mcclellan Md Phd, Nick Valeriani)
RESEARCH AMERICA Arlington, VA · 1 person in common (Mark B Mcclellan Md Phd)
NATIONAL QUALITY FORUM Oakbrook Ter, IL · 1 person in common (Mark B Mcclellan Md Phd)
PQA INC Alexandria, VA · 1 person in common (Mark B Mcclellan Md Phd)
GRANTMAKERS IN AGING INC Arlington, VA · 1 person in common (Shelley M Lyford)

Funders of this organization

3 grantors reported grants to this organization, $225,218,345 in all, tax years 2014 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

Grantor	Type	Match	Years given	Grants	Total	Latest year	Latest year's amount	Grants
GARY AND MARY WEST HEALTH ENDOWMENTINC	Private foundation	Exact	2014-2022	9	$165,717,432	2022	$17,407,144	show
GARY AND MARY WEST CHARITABLE TRUST	Private foundation	Fuzzy filed as “GARY AND MARY WEST HEALTH INSTITUTE”	2023-2024	2	$58,000,000	2024	$36,000,000	show
GARY AND MARY WEST FOUNDATION	Private foundation	Fuzzy filed as “GARY AND MARY WEST HEALTH INSTITUTE”	2018, 2020	3	$1,500,913	2020	$913	show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Organizations like this one

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
FOUNDATION FOR THE NATIONAL INSTITUTE OF HEALTH INC	MD	H92	$78,507,209	$76,818,918	Chief Executive Officer	$689,835	Same NTEE code H92, revenue within 2x
SEATTLE INSTITUTE FOR BIOMEDICAL AND CLINICAL RESEARCH	WA	H92	$25,335,790	$25,203,489	DIRECTOR	$386,696	Same NTEE code H92, revenue within 2x
LOVELACE BIOMEDICAL RESEARCH INSTITUTE	NM	H92	$83,397,041	$87,744,696	PRESIDENT AND CHAIRMAN OF THE BOARD	$1,387,128	Same NTEE code H92, revenue within 2x
BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON	WA	H92	$81,277,408	$80,732,627	CHIEF EXECUTIVE OFFICER VMFH	$5,754,859	Same NTEE code H92, revenue within 2x
BIOMEDICAL RESEARCH FOUNDATION OF NORTHWEST LOUISIANA	LA	H92	$25,307,433	$20,561,945	CEO/PRESIDENT	$814,733	Same NTEE code H92, revenue within 2x
SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE	CA	H92	$114,401,821	$116,107,616	CEO & PRESIDENT	$1,345,526	Same NTEE code H92, revenue within 5x, same state
STOWERS INSTITUTE FOR MEDICAL RESEARCH	MO	H92	$102,011,512	$104,688,153	DIRECTOR/CHAIR DECEASED 3/27/25	$3,206,337	Same NTEE code H92, revenue within 5x
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH	MA	H92	$222,267,487	$174,270,117	DIRECTOR/PRESIDENT	$1,081,921	Same NTEE code H92, revenue within 5x
STEADMAN PHILIPPON RESEARCH INSTITUTE	CO	H92	$14,151,760	$16,201,121	CHIEF SCIENTIFIC OFFICER	$661,826	Same NTEE code H92, revenue within 5x
MASONIC MEDICAL RESEARCH LABORATORY	NY	H92	$10,134,010	$11,033,378	EXECUTIVE DIRECTOR	$659,772	Same NTEE code H92, revenue within 5x
OKLAHOMA MEDICAL RESEARCH FOUNDATION	OK	H92	$136,776,829	$126,476,987	EVP and Chief Medical Officer	$1,016,574	Same NTEE code H92, revenue within 5x
WASHINGTON RESEARCH FOUNDATION	WA	H92	$13,350,694	$23,039,321	PRESIDENT & CEO	$793,167	Same NTEE code H92, revenue within 5x
APPLIED BIOMEDICAL SCIENCE INSTITUTE	CA	H92	$4,539,463	$4,281,826	PROFESSOR	$223,011	Same NTEE code H92, revenue within 10x, same state
PENNINGTON BIOMEDICAL RESEARCH FOUNDATION	LA	H92	$4,483,977	$4,163,749	CHIEF DEVELOPMENT OFFICER	$256,778	Same NTEE code H92, revenue within 10x
APEIRON RESEARCH CENTER	CO	H92	$4,811,542	$1,506,305	President/Principal Investigator	$352,916	Same NTEE code H92, revenue within 10x
SCRIPPS RESEARCH INSTITUTE	CA	H92	$698,624,318	$537,453,981	PRESIDENT/CEO	$1,859,240	Same NTEE code H92, revenue differs more than 10x, same state
FOGARTY INSTITUTE FOR INNOVATION	CA	H92	$2,887,855	$7,841,457	CHIEF STRATEGY OFFICER	$377,860	Same NTEE code H92, revenue differs more than 10x, same state
SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION	CA	H92	$2,941,163	$2,335,904	Chair	$419,756	Same NTEE code H92, revenue differs more than 10x, same state
THE PANORAMA INSTITUTE OF MOLECULAR MEDICINE	CA	H92	$65,313	$42,054	CHIEF EXECUTIVE OFFICER	$0	Same NTEE code H92, revenue differs more than 10x, same state
LIFESPAN RESEARCH INSTITUTION	CA	H92	$1,799,122	$6,520,518	Chief Executive Officer	$292,427	Same NTEE code H92, revenue differs more than 10x, same state
BIOMEDICAL RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA	CA	H92	$141,627	$136,871	PRESIDENT AND CEO	$29,482	Same NTEE code H92, revenue differs more than 10x, same state
GENETIC INFORMATION RESEARCH INSTITUTE	CA	H92	$617,227	$490,110	Trustee	$132,779	Same NTEE code H92, revenue differs more than 10x, same state
AGOURON INSTITUTE	CA	H92	$1,853,788	$2,575,826	SCIENTIST	$272,898	Same NTEE code H92, revenue differs more than 10x, same state
BIOMOLECULAR ULTRASOUND AND SONOGENETICS CONFERENCE ORG INC	CA	H92	$123,888	$102,655	Secretary	$0	Same NTEE code H92, revenue differs more than 10x, same state
PINEHURST BIOMEDICAL FOUNDATION	CA	H92	$8	$60,229	CEO	$0	Same NTEE code H92, revenue differs more than 10x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
GATES FOUNDATION	Private foundation	$325,414,711	171	10	2010–2024	SCRIPPS RESEARCH INSTITUTE; FOUNDATION FOR THE NATIONAL INSTITUTE OF HEALTH INC; CRITICAL PATH INSTITUTE; THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY and 6 more
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	DAF sponsor	$75,000,000	2	1	2023–2024	MORGRIDGE INSTITUTE FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	$48,158,418	175	31	2016–2024	EVERY CURE INC; SCRIPPS RESEARCH INSTITUTE; FOUNDATION FOR THE NATIONAL INSTITUTE OF HEALTH INC; WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH and 27 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM	DAF sponsor	$38,043,371	57	19	2020–2024	HOPELAB FOUNDATION INC; THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY; SCRIPPS RESEARCH INSTITUTE; CANCER RESEARCH INSTITUTE INC and 15 more
ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC	Private foundation	$37,445,000	12	1	2014–2025	CANCER RESEARCH INSTITUTE INC
JOHNS HOPKINS UNIVERSITY	DAF sponsor	$25,556,908	112	16	2009–2024	LIEBER INSTITUTE INC; LOVELACE BIOMEDICAL RESEARCH INSTITUTE; SCRIPPS RESEARCH INSTITUTE; BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON and 12 more
TOSA FOUNDATION	Private foundation	$25,000,000	1	1	2024–2024	MORGRIDGE INSTITUTE FOUNDATION INC
YALE UNIVERSITY	DAF sponsor	$20,846,925	82	13	2009–2024	SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE; HENNEPIN HEALTHCARE RESEARCH INSTITUTE; NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC; JACKSON LABORATORY and 9 more
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	$20,076,156	169	30	2014–2024	SCRIPPS RESEARCH INSTITUTE; SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE; CANCER RESEARCH INSTITUTE INC; MEDICAL DEVICE INNOVATION CONSORTIUM and 26 more
ESSEL FOUNDATION INC	Private foundation	$19,995,843	5	1	2012–2016	LIEBER INSTITUTE INC
NORTHWESTERN UNIVERSITY	DAF sponsor	$19,863,007	48	10	2009–2024	SCRIPPS RESEARCH INSTITUTE; SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE; NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC; STOWERS INSTITUTE FOR MEDICAL RESEARCH and 6 more
SILICON VALLEY COMMUNITY FOUNDATION	DAF sponsor	$18,015,371	41	16	2011–2024	JACKSON LABORATORY; WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH; FOGARTY INSTITUTE FOR INNOVATION; SCRIPPS RESEARCH INSTITUTE and 12 more
ALSAM FOUNDATION	Private foundation	$18,000,000	4	1	2021–2023	SCRIPPS RESEARCH INSTITUTE
SEATTLE CHILDRENS HOSPITAL	DAF sponsor	$16,363,721	30	6	2013–2024	BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON; SCRIPPS RESEARCH INSTITUTE; JACKSON LABORATORY; SEATTLE INSTITUTE FOR BIOMEDICAL AND CLINICAL RESEARCH and 2 more
NATIONAL PHILANTHROPIC TR	DAF sponsor	$16,061,119	99	25	2014–2024	HOPELAB FOUNDATION INC; STEADMAN PHILIPPON RESEARCH INSTITUTE; MEDICAL DEVICE INNOVATION CONSORTIUM; CRITICAL PATH INSTITUTE and 21 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $42,453,440 spent · pay $6,478,267 · grants $2,191 · events $35,015

Line	As described	Total	Program	Management	Fundraising	Share
Fees: other services		$27,278,836	$25,442,557	$1,836,279	-	64.3%
Other salaries and wages		$3,400,380	$3,020,622	$379,758	-	8.0%
Occupancy		$2,582,165	$1,375,909	$1,206,256	-	6.1%
Fees: management		$2,496,131	$550,872	$1,945,259	-	5.9%
Pay: officers, directors, trustees, key employees		$2,193,907	$1,756,381	$437,526	-	5.2%
Information technology		$1,378,346	$825,842	$552,504	-	3.2%
Travel		$649,374	$609,336	$40,038	-	1.5%
Other employee benefits		$321,180	$317,815	$3,365	-	0.8%
Payroll taxes		$309,347	$257,115	$52,232	-	0.7%
Other (as described)	SUBSCRIPTIONS/PUBS/DATA	$293,740	$208,698	$85,042	-	0.7%
Pension plan contributions		$253,453	$136,785	$116,668	-	0.6%
Fees: legal		$244,332	$150,699	$93,633	-	0.6%
Fees: lobbying		$216,000	$216,000	-	-	0.5%
Other (as described)	TELECOMMUNICATIONS/WEB	$211,254	$136,120	$75,134	-	0.5%
Depreciation and depletion		$151,520	$79,092	$72,428	-	0.4%
Other (as described)	RECRUITING/RETENTION	$147,064	$68,970	$78,094	-	0.3%
Fees: accounting		$105,442	-	$105,442	-	0.2%
Insurance		$98,670	-	$98,670	-	0.2%
Other (as described)	OTHER EXPENSES	$74,672	$62,901	$11,771	-	0.2%
Conferences, conventions and meetings		$35,015	$33,020	$1,995	-	0.1%
Office expenses		$10,421	$2,542	$7,879	-	0.0%
Grants to US organizations and governments		$2,191	$2,191	-	-	0.0%
Total		$42,453,440				100%

View the filing

2023 · Form 990 · $21,128,925 spent · pay $5,630,114 · grants $6,893 · events $38,118

Line	As described	Total	Program	Management	Fundraising	Share
Fees: other services		$8,638,355	$7,176,955	$1,461,400	-	40.9%
Other salaries and wages		$2,937,411	$2,564,436	$372,975	-	13.9%
Occupancy		$2,562,596	$1,410,799	$1,151,797	-	12.1%
Fees: management		$2,201,024	$520,542	$1,680,482	-	10.4%
Pay: officers, directors, trustees, key employees		$2,019,624	$1,606,526	$413,098	-	9.6%
Information technology		$746,578	$133,732	$612,846	-	3.5%
Other employee benefits		$279,712	$272,657	$7,055	-	1.3%
Payroll taxes		$266,360	$220,406	$45,954	-	1.3%
Other (as described)	TELECOMMUNICATIONS/WEB	$244,179	$150,628	$93,551	-	1.2%
Fees: lobbying		$216,000	$216,000	-	-	1.0%
Travel		$180,711	$144,965	$35,746	-	0.9%
Other (as described)	SUBSCRIPTIONS/PUBS/DATA	$146,416	$64,522	$81,894	-	0.7%
Pension plan contributions		$127,007	$127,007	-	-	0.6%
Depreciation and depletion		$122,107	$63,605	$58,502	-	0.6%
Fees: accounting		$96,653	-	$96,653	-	0.5%
Insurance		$95,993	-	$95,993	-	0.5%
Other (as described)	RECRUITING/RETENTION	$72,960	$6,660	$66,300	-	0.3%
Other (as described)	OTHER EXPENSES	$72,778	$47,155	$25,623	-	0.3%
Fees: legal		$49,880	$11,118	$38,762	-	0.2%
Conferences, conventions and meetings		$38,118	$33,568	$4,550	-	0.2%
Office expenses		$7,570	$1,358	$6,212	-	0.0%
Grants to US organizations and governments		$6,893	$6,893	-	-	0.0%
Total		$21,128,925				100%

View the filing

2022 · Form 990 · $21,199,946 spent · pay $5,414,013 · grants $7,283 · events $37,894

Line	As described	Total	Program	Management	Fundraising	Share
Fees: other services		$10,095,283	$8,825,897	$1,269,386	-	47.6%
Other salaries and wages		$2,786,852	$2,440,730	$346,122	-	13.1%
Fees: management		$2,240,195	$582,147	$1,658,048	-	10.6%
Pay: officers, directors, trustees, key employees		$1,931,377	$1,564,499	$366,878	-	9.1%
Occupancy		$1,550,319	$782,205	$768,114	-	7.3%
Information technology		$684,474	$114,753	$569,721	-	3.2%
Other employee benefits		$299,072	$264,730	$34,342	-	1.4%
Payroll taxes		$267,958	$224,539	$43,419	-	1.3%
Other (as described)	TELECOMMUNICATIONS/WEB	$228,518	$159,876	$68,642	-	1.1%
Fees: lobbying		$216,480	$216,480	-	-	1.0%
Travel		$174,087	$118,752	$55,335	-	0.8%
Other (as described)	SUBSCRIPTIONS/PUBS	$149,603	$85,005	$64,598	-	0.7%
Pension plan contributions		$128,754	$128,754	-	-	0.6%
Fees: accounting		$86,905	-	$86,905	-	0.4%
Depreciation and depletion		$79,656	$39,820	$39,836	-	0.4%
Insurance		$78,567	-	$78,567	-	0.4%
Fees: legal		$55,236	$1,050	$54,186	-	0.3%
All other expenses		$51,080	$28,158	$22,922	-	0.2%
Other (as described)	RECRUITING/RETENTION	$40,931	$4,452	$36,479	-	0.2%
Conferences, conventions and meetings		$37,894	$27,164	$10,730	-	0.2%
Office expenses		$9,422	$1,518	$7,904	-	0.0%
Grants to US organizations and governments		$7,283	$7,283	-	-	0.0%
Total		$21,199,946				100%

View the filing

2021 · Form 990 · $20,148,439 spent · pay $4,958,334 · grants $8,621 · events $13,326

Line	As described	Total	Program	Management	Fundraising	Share
Fees: other services		$9,209,469	$7,912,235	$1,297,234	-	45.7%
Other salaries and wages		$2,522,332	$2,180,492	$341,840	-	12.5%
Fees: management		$2,307,399	$627,843	$1,679,556	-	11.5%
Pay: officers, directors, trustees, key employees		$1,833,148	$1,456,510	$376,638	-	9.1%
Occupancy		$1,677,246	$946,618	$730,628	-	8.3%
Information technology		$716,165	$140,528	$575,637	-	3.6%
Depreciation and depletion		$352,573	$168,167	$184,406	-	1.7%
Other employee benefits		$257,101	$257,019	$82	-	1.3%
Payroll taxes		$240,686	$199,635	$41,051	-	1.2%
Fees: lobbying		$217,590	$217,590	-	-	1.1%
Other (as described)	TELECOMMUNICATIONS/WEB	$177,502	$123,714	$53,788	-	0.9%
Other (as described)	SUBSCRIPTIONS AND PUBLI	$113,664	$65,869	$47,795	-	0.6%
Pension plan contributions		$105,067	$105,067	-	-	0.5%
Travel		$100,565	$25,195	$75,370	-	0.5%
Fees: accounting		$90,211	-	$90,211	-	0.4%
Insurance		$73,788	-	$73,788	-	0.4%
Fees: legal		$61,970	$1,249	$60,721	-	0.3%
Other (as described)	RECRUITING AND RETENTIO	$31,656	$4,937	$26,719	-	0.2%
Other (as described)	EQUIPMENT AND SUPPLIES	$19,211	$5,017	$14,194	-	0.1%
Conferences, conventions and meetings		$13,326	$10,326	$3,000	-	0.1%
Office expenses		$9,654	$76	$9,578	-	0.0%
All other expenses		$9,495	$9,495	-	-	0.0%
Grants to US organizations and governments		$8,621	$8,621	-	-	0.0%
Total		$20,148,439				100%

View the filing

2020 · Form 990 · $23,462,961 spent · pay $4,690,470 · grants $51,820 · events $12,396

Line	As described	Total	Program	Management	Fundraising	Share
Fees: other services		$12,816,477	$10,439,400	$2,377,077	-	54.6%
Other salaries and wages		$2,428,674	$2,118,326	$310,348	-	10.4%
Fees: management		$2,153,951	$688,401	$1,465,550	-	9.2%
Pay: officers, directors, trustees, key employees		$1,617,047	$1,275,705	$341,342	-	6.9%
Occupancy		$1,534,137	$920,561	$613,576	-	6.5%
Information technology		$675,876	$114,822	$561,054	-	2.9%
Depreciation and depletion		$505,918	$254,414	$251,504	-	2.2%
Fees: lobbying		$291,000	$291,000	-	-	1.2%
Other employee benefits		$278,373	$278,373	-	-	1.2%
Payroll taxes		$219,873	$185,875	$33,998	-	0.9%
Other (as described)	TELECOMMUNICATIONS/WEB	$159,364	$102,000	$57,364	-	0.7%
Pension plan contributions		$146,503	$146,503	-	-	0.6%
Other (as described)	SUBSCRIPTIONS & PUBLICA	$121,043	$70,566	$50,477	-	0.5%
Travel		$119,438	$45,284	$74,154	-	0.5%
Fees: legal		$98,656	$5,277	$93,379	-	0.4%
Fees: accounting		$80,987	-	$80,987	-	0.3%
Insurance		$62,059	-	$62,059	-	0.3%
Grants to US organizations and governments		$51,820	$51,820	-	-	0.2%
Other (as described)	RECRUITING & RETENTION	$34,294	$4,807	$29,487	-	0.1%
Other (as described)	EQUIPMENT & SUPPLIES	$30,805	$8,613	$22,192	-	0.1%
All other expenses		$13,254	$5,343	$7,911	-	0.1%
Conferences, conventions and meetings		$12,396	$9,157	$3,239	-	0.1%
Office expenses		$11,016	$640	$10,376	-	0.0%
Total		$23,462,961				100%

View the filing

2019 · Form 990 · $24,131,325 spent · pay $5,578,561 · grants $19,280 · events $80,438

Line	As described	Total	Program	Management	Fundraising	Share
Fees: other services		$11,073,583	$9,202,691	$1,870,892	-	45.9%
Other salaries and wages		$3,069,652	$2,835,642	$234,010	-	12.7%
Fees: management		$2,871,997	$733,439	$2,138,558	-	11.9%
Occupancy		$1,787,805	$1,028,936	$758,869	-	7.4%
Pay: officers, directors, trustees, key employees		$1,701,360	$1,297,994	$403,366	-	7.1%
Depreciation and depletion		$551,721	$307,290	$244,431	-	2.3%
Travel		$514,253	$355,726	$158,527	-	2.1%
Information technology		$509,367	$115,529	$393,838	-	2.1%
Fees: lobbying		$402,000	$402,000	-	-	1.7%
Other employee benefits		$391,284	$366,880	$24,404	-	1.6%
Payroll taxes		$277,190	$237,353	$39,837	-	1.1%
Other (as described)	TELECOMMUNICATIONS/WEB	$172,515	$112,369	$60,146	-	0.7%
Pension plan contributions		$139,075	$139,088	-$13	-	0.6%
Other (as described)	SUBSCRIPTIONS & PUBLICA	$124,082	$66,884	$57,198	-	0.5%
Fees: legal		$109,561	$35,823	$73,738	-	0.5%
Insurance		$89,167	$30,237	$58,930	-	0.4%
Conferences, conventions and meetings		$80,438	$66,649	$13,789	-	0.3%
Fees: accounting		$75,892	-	$75,892	-	0.3%
Other (as described)	RECRUITING & RETENTION	$69,721	$15,997	$53,724	-	0.3%
Office expenses		$36,456	$8,016	$28,440	-	0.2%
Other (as described)	EQUIPMENT & SUPPLIES	$33,224	$15,341	$17,883	-	0.1%
All other expenses		$31,702	$13,721	$17,981	-	0.1%
Grants to US organizations and governments		$19,280	$19,280	-	-	0.1%
Total		$24,131,325				100%

View the filing

2018 · Form 990 · $26,854,436 spent · pay $4,843,533 · grants $47,392 · events $92,409

Line	As described	Total	Program	Management	Fundraising	Share
Fees: other services		$13,933,634	$12,071,037	$1,862,597	-	51.9%
Fees: management		$3,419,262	$827,301	$2,591,961	-	12.7%
Other salaries and wages		$2,995,037	$2,953,222	$41,815	-	11.2%
Occupancy		$1,736,835	$1,023,083	$713,752	-	6.5%
Pay: officers, directors, trustees, key employees		$1,197,915	$863,766	$334,149	-	4.5%
Depreciation and depletion		$560,340	$301,570	$258,770	-	2.1%
Travel		$550,661	$400,656	$150,005	-	2.1%
Fees: lobbying		$430,000	$430,000	-	-	1.6%
Information technology		$393,367	$139,159	$254,208	-	1.5%
Other employee benefits		$303,241	$302,786	$455	-	1.1%
Payroll taxes		$233,251	$215,957	$17,294	-	0.9%
Fees: legal		$205,861	$157,327	$48,534	-	0.8%
Other (as described)	TELECOMMUNICATIONS/WEB	$167,662	$116,196	$51,466	-	0.6%
Other (as described)	SUBSCRIPTIONS & PUBLICA	$114,879	$54,718	$60,161	-	0.4%
Pension plan contributions		$114,089	$115,259	-$1,170	-	0.4%
Other (as described)	RECRUITING & RETENTION	$106,729	$6,316	$100,413	-	0.4%
Conferences, conventions and meetings		$92,409	$75,462	$16,947	-	0.3%
Insurance		$84,959	$30,237	$54,722	-	0.3%
Other (as described)	OTHER	$57,279	$33,355	$23,924	-	0.2%
Grants to US organizations and governments		$47,392	$47,392	-	-	0.2%
Fees: accounting		$45,004	-	$45,004	-	0.2%
All other expenses		$40,694	$14,281	$26,413	-	0.2%
Office expenses		$23,936	$2,666	$21,270	-	0.1%
Total		$26,854,436				100%

View the filing

2017 · Form 990 · $22,500,688 spent · pay $4,463,400 · grants $19,133 · events $78,155

Line	As described	Total	Program	Management	Fundraising	Share
Fees: other services		$10,393,439	$8,979,768	$1,413,671	-	46.2%
Fees: management		$3,105,312	$674,732	$2,430,580	-	13.8%
Other salaries and wages		$2,703,232	$2,698,977	$4,255	-	12.0%
Occupancy		$1,904,492	$1,153,567	$750,925	-	8.5%
Pay: officers, directors, trustees, key employees		$1,179,116	$760,504	$418,612	-	5.2%
Travel		$554,064	$390,608	$163,456	-	2.5%
Information technology		$441,395	$187,241	$254,154	-	2.0%
Depreciation and depletion		$362,309	$3,472	$358,837	-	1.6%
Fees: legal		$317,610	$171,474	$146,136	-	1.4%
Other employee benefits		$242,136	$242,083	$53	-	1.1%
Fees: lobbying		$230,184	$230,184	-	-	1.0%
Payroll taxes		$218,227	$202,154	$16,073	-	1.0%
Other (as described)	TELECOMMUNICATIONS/WEB	$180,984	$81,295	$99,689	-	0.8%
Other (as described)	RECRUITING & RETENTION	$121,467	$12,055	$109,412	-	0.5%
Pension plan contributions		$120,689	$120,689	-	-	0.5%
Other (as described)	SUBSCRIPTIONS & PUBLICA	$110,867	$47,658	$63,209	-	0.5%
Conferences, conventions and meetings		$78,155	$61,487	$16,668	-	0.3%
Insurance		$70,728	$27,154	$43,574	-	0.3%
Fees: accounting		$50,062	-	$50,062	-	0.2%
Other (as described)	OTHER EXPENSES	$42,391	$18,384	$24,007	-	0.2%
All other expenses		$33,021	$6	$33,015	-	0.1%
Office expenses		$21,675	$7,078	$14,597	-	0.1%
Grants to US organizations and governments		$19,133	$19,133	-	-	0.1%
Total		$22,500,688				100%

View the filing

2016 · Form 990 · $16,100,040 spent · pay $3,758,979 · grants $66,837 · events $52,290

Line	As described	Total	Program	Management	Fundraising	Share
Fees: other services		$4,786,953	$4,236,705	$550,248	-	29.7%
Fees: management		$3,236,920	$567,185	$2,669,735	-	20.1%
Other salaries and wages		$2,212,084	$2,208,025	$4,059	-	13.7%
Occupancy		$1,588,461	$1,417,540	$170,921	-	9.9%
Pay: officers, directors, trustees, key employees		$1,127,100	$929,192	$197,908	-	7.0%
Depreciation and depletion		$898,036	$4,188	$893,848	-	5.6%
Travel		$404,197	$342,216	$61,981	-	2.5%
Information technology		$308,266	$71,021	$237,245	-	1.9%
Fees: lobbying		$219,529	$219,529	-	-	1.4%
Fees: legal		$216,708	$191,374	$25,334	-	1.3%
Payroll taxes		$180,498	$164,595	$15,903	-	1.1%
Other employee benefits		$175,433	$175,433	-	-	1.1%
Other (as described)	TELECOMMUNICATIONS	$146,491	$56,835	$89,656	-	0.9%
Other (as described)	SUBS & PUBLICATIONS	$136,708	$56,901	$79,807	-	0.8%
Other (as described)	RECRUITING & RETENTION	$90,491	$5,638	$84,853	-	0.6%
Insurance		$74,660	$35,900	$38,760	-	0.5%
Grants to US organizations and governments		$66,837	$66,837	-	-	0.4%
Pension plan contributions		$63,864	$64,581	-$717	-	0.4%
Conferences, conventions and meetings		$52,290	$47,202	$5,088	-	0.3%
Fees: accounting		$45,119	-	$45,119	-	0.3%
All other expenses		$29,725	$13,869	$15,856	-	0.2%
Other (as described)	EQUIPMENT AND SUPPLIES	$26,674	-	$26,674	-	0.2%
Office expenses		$12,996	$1,923	$11,073	-	0.1%
Total		$16,100,040				100%

View the filing

2015 · Form 990 · $15,859,523 spent · pay $5,072,503 · grants $46,709 · events $26,472

Line	As described	Total	Program	Management	Fundraising	Share
Fees: management		$4,483,212	$1,672,014	$2,811,198	-	28.3%
Other salaries and wages		$2,459,171	$2,428,254	$30,917	-	15.5%
Pay: officers, directors, trustees, key employees		$2,142,418	$1,358,102	$784,316	-	13.5%
Fees: other services		$2,028,823	$1,504,574	$524,249	-	12.8%
Occupancy		$1,437,198	$798,557	$638,641	-	9.1%
Depreciation and depletion		$1,054,878	$28,134	$1,026,744	-	6.7%
Travel		$416,192	$330,806	$85,386	-	2.6%
Information technology		$399,263	$84,115	$315,148	-	2.5%
Fees: legal		$234,240	$169,482	$64,758	-	1.5%
Payroll taxes		$231,989	$206,990	$24,999	-	1.5%
Other employee benefits		$211,995	$214,685	-$2,690	-	1.3%
Other (as described)	SUBSCRIPTIONS & PUBLICA	$143,077	$52,782	$90,295	-	0.9%
Insurance		$125,533	$79,731	$45,802	-	0.8%
Other (as described)	TELECOMMUNICATIONS	$112,075	$4,513	$107,562	-	0.7%
Fees: lobbying		$82,873	$82,873	-	-	0.5%
Other (as described)	RECRUITING & RETENTION	$73,254	$5,309	$67,945	-	0.5%
Fees: accounting		$47,023	-	$47,023	-	0.3%
Grants to US organizations and governments		$46,709	$46,709	-	-	0.3%
Other (as described)	EQUIPMENT AND SUPPLIES	$42,575	$15,527	$27,048	-	0.3%
Pension plan contributions		$26,930	$38,647	-$11,717	-	0.2%
Conferences, conventions and meetings		$26,472	$26,352	$120	-	0.2%
All other expenses		$23,329	$2,946	$20,383	-	0.1%
Office expenses		$10,294	$2,371	$7,923	-	0.1%
Total		$15,859,523				100%

View the filing

2014 · Form 990 · $18,915,562 spent · pay $8,354,959 · grants $0 · events $40,932

Line	As described	Total	Program	Management	Fundraising	Share
Pay: officers, directors, trustees, key employees		$5,052,721	$3,871,528	$1,181,193	-	26.7%
Fees: management		$4,085,732	$1,715,927	$2,369,805	-	21.6%
Other salaries and wages		$2,490,112	$2,490,112	-	-	13.2%
Fees: other services		$2,197,406	$1,125,999	$1,071,407	-	11.6%
Occupancy		$1,426,695	$1,477,431	-$50,736	-	7.5%
Depreciation and depletion		$1,137,947	$45,434	$1,092,513	-	6.0%
Information technology		$465,424	$104,429	$360,995	-	2.5%
Payroll taxes		$355,980	$355,303	$677	-	1.9%
Other employee benefits		$348,022	$344,209	$3,813	-	1.8%
Travel		$293,232	$192,242	$100,990	-	1.6%
Fees: lobbying		$166,693	$166,693	-	-	0.9%
Other (as described)	RECRUITING & RETENTION	$143,981	$28,108	$115,873	-	0.8%
Insurance		$132,954	$86,174	$46,780	-	0.7%
Fees: legal		$125,359	$55,015	$70,344	-	0.7%
Other (as described)	TELECOMMUNICATIONS	$115,670	$25,118	$90,552	-	0.6%
Pension plan contributions		$108,124	$123,995	-$15,871	-	0.6%
Other (as described)	SUBSCRIPTIONS & PUBLICA	$73,085	$57,734	$15,351	-	0.4%
Other (as described)	EQUIPMENT AND SUPPLIES	$69,579	$38,493	$31,086	-	0.4%
Conferences, conventions and meetings		$40,932	$34,228	$6,704	-	0.2%
Fees: accounting		$39,079	-	$39,079	-	0.2%
All other expenses		$23,990	$3,699	$20,291	-	0.1%
Office expenses		$22,845	$5,557	$17,288	-	0.1%
Total		$18,915,562				100%

View the filing

Federal lobbying

Lobbying Disclosure Act reports naming a client or registrant with this organization's name and state. Spent: what lobbying for it cost (firm income plus its own reported expenses). Earned: income it reported as a lobbying firm.

Year	Spent	Reports
2026	$75,000	3
2025	$100,000	4
2024	$100,000	4
2023	$100,000	4
2022	$100,000	4
2021	$100,000	4
2020	$100,000	4
2019	$125,000	5
2018		5
2014	$50,000	4
2013	$80,000	4
2012	$180,000	4
2011	$240,000	4
2010	$140,000	4

Issues: Health Issues, Medicare/Medicaid, Telecommunications, Veterans, Pharmacy, Communications/Broadcasting/Radio/TV, Torts

Firms hired: WAXMAN STRATEGIES, THE MCMANUS GROUP

State business registration

GARY AND MARY WEST HEALTH INSTITUTE CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
GARY AND MARY WEST WIRELESS HEALTH INSTITUTE CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2010

The same business name in the same state, from the state’s official registry data.

Patents

2 US patents filed in the last 20 years.

GARY AND MARY WEST HEALTH INSTITUTE 2 patents, 2017-08-01 to 2019-03-26 EXACT high confidence: identical full name and state

Patent	Title	Granted	Source
US 10238362	Integrated wearable device for detection of fetal heart rate and material uterine contractions with wireless communication capability	2019-03-26	PVGPATDIS, file of 2026-04-10
US 9717412	Wireless fetal monitoring system	2017-08-01	PVGPATDIS, file of 2026-04-10

The newest patents of the PatentsView assignees above, matched to this record by name (and state).

Trademarks

26 US trademarks, 5 live.

Gary and Mary West Health Institute 26 marks, CA EXACT high confidence: identical full name and state

Mark	Serial	Filed	Status	Source
CE4TA CENTER OF EXCELLENCE FOR TELEHEALTH AND AGING	98270106	2023-11-14	Abandoned	TRTYRAP, file of 2026-04-03
CE4TA	98270088	2023-11-14	Abandoned	TRTYRAP, file of 2026-04-03
WEST HEALTH	90721692	2021-05-19	Registered	TRTYRAP, file of 2026-04-03
WEST HEALTH INSTITUTE	90721625	2021-05-19	Registered	TRTYRAP, file of 2026-04-03
WEST HEALTH	90721610	2021-05-19	Registered	TRTYRAP, file of 2026-04-03
WESTECH	86468539	2014-12-02	Abandoned	TRCFECO2, file of 2024-03-27
WESTECH	86338249	2014-07-15	Abandoned	TRCFECO2, file of 2024-03-27
COMPLIANCE INDEPENDENCE	85937578	2013-05-20	Abandoned	TRCFECO2, file of 2024-03-27
WEST HEALTH	85876709	2013-03-14	Registration cancelled	TRCFECO2, file of 2024-03-27
WEST HEALTH	85876705	2013-03-14	Registered and renewed	TRTYRAP, file of 2026-04-03

The newest marks of the trademark owners above, matched to this record by name (and state).

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Record	Name as filed	Where	Dataset	Matched by
Plan sponsor	GARY AND MARY WEST HEALTH INSTITUTE	CA	Form 5500 (employee benefit plans)	name and state
Plan sponsor	GARY AND MARY WEST WIRELESS HEALTH INSTITUTE	CA	Form 5500 (employee benefit plans)	EIN (EXACT)

Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.

GARY AND MARY WEST HEALTH INSTITUTE

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