GARY AND MARY WEST FOUNDATION
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Cite this
Plain text GARY AND MARY WEST FOUNDATION. furp.org, nonprofit organization profile, tax years 2012–2022. https://furp.org/org/gary-and-mary-west-foundation-470793015. Retrieved 2026-11-12.
APA furp.org. (n.d.). GARY AND MARY WEST FOUNDATION [Nonprofit organization profile; tax years 2012–2022]. Retrieved November 12, 2026, from https://furp.org/org/gary-and-mary-west-foundation-470793015
MLA “GARY AND MARY WEST FOUNDATION.” furp.org, tax years 2012–2022, https://furp.org/org/gary-and-mary-west-foundation-470793015. Accessed 12 Nov. 2026.
Retrieved 2026-11-12; covers tax years 2012–2022. Data: furp.org (index © the FURP Alliance; the records are public domain).
2022 · Form 990PF · revenue $3.3M · expenses $9.0M · assets $0
- EIN
- 47-0793015
- Address
- 10350 N TORREY PINES ROAD, LA JOLLA, CA 92037
- Website
- WWW.WESTHEALTH.ORG
- NTEE code
- P20 Human Service Organizations (Human Services) inferred (by a small language model from the name and 990 text, confidence 0.55; not an IRS classification)
- FURP topic
- science: research education (from its 990 text; the topic index)
- Exempt type
- -
- Ruling date
- -
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
25 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 | PRESIDENT, CEO & DIRECTOR | 2013-2022 | $245,861 | $2,432,904 | 5 |
| Vyan Nguyen | PROGRAM OFFICER | 2012-2022 | $118,289 | $1,150,963 | 2 |
| Zia Agha | CHIEF MEDICAL OFFICER | 2017-2022 | $40,744 | $295,744 | 4 |
| James Womboldt | DIRECTOR OF ACCOUNTI | 2022 | $167,462 | $167,462 | 2 |
| Misti Benson Thru 102022 | SENIOR DIRECTOR, ADM | 2022 | $166,063 | $166,063 | 1 |
| Timothy Lash | CSO | 2022 | $140,820 | $140,820 | 6 |
| Brian Cerasoli | ACCOUNTING MANAGER | 2022 | $110,739 | $110,739 | 2 |
| Tim Lash (former) | CSO | 2016-2021 | $187,604 | $1,049,441 | 4 |
| John Little (former) | DIRECTOR OF FINANCE | 2016-2020 | $234,237 | $984,863 | 1 |
| Lexy Harshman (former) | OPERATIONS MANAGER | 2012-2020 | $106,396 | $828,963 | 1 |
| Geraldine Brandt (former) | ACCOUNTANT | 2012-2017 | $150,716 | $765,297 | 1 |
| Brenda Schmitthenner (former) | PROGRAM OFFICER | 2016-2020 | $187,207 | $637,366 | 1 |
| Mona Chahal Dickerson (former) | DIRECTOR OF ACCOUNTI | 2013-2015 | $166,746 | $474,239 | 1 |
| Lindsay Goldsmith (former) | ACCOUNTING MANAGER | 2018-2020 | $153,729 | $426,619 | 1 |
| Virginia Merrifield (former) | EXEC. DIRECTOR, SECRETARY, & TREASURER | 2012-2013 | $181,887 | $333,785 | 1 |
| Roland J Santoni (former) | MANAGING DIRECTOR | 2012-2017 | $0 | $180,044 | 1 |
| Virginia Merrifield Res 93014 (former) | EXEC. DIRECTOR, SECRETARY & TREASURER | 2014 | $147,152 | $147,152 | 1 |
| John Littlethru 072021 (former) | CHIEF FINANCIAL OFFI | 2021 | $137,360 | $137,360 | 1 |
| Shelley L Valentine (former) | PRESIDENT | 2012 | $118,000 | $118,000 | 1 |
| Lindsay Goldsmith Thru 082021 (former) | SENIOR ACCOUNTANT | 2021 | $101,361 | $101,361 | 1 |
| Misti Benson (former) | SENIOR DIRECTOR, ADM | 2021 | $84,187 | $84,187 | 1 |
| Lexy Harshman Thru 072021 (former) | OPERATIONS MANAGER | 2021 | $66,737 | $66,737 | 1 |
| Sara Vaz Terminated 102612 (former) | FORMER PROGRAM ASSOC | 2012 | $60,211 | $60,211 | 1 |
| Stephanie Fagan (former) | DIRECTOR OF COMMUNIC | 2013 | $55,923 | $55,923 | 1 |
| Dr Zia Agha Start Sep 2016 (former) | CHIEF MEDICAL OFFICER | 2016 | $16,667 | $16,667 | 1 |
Officers and directors, no compensation reported
9 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 |
|---|---|---|---|---|---|
| Gary West | DIRECTOR | 2012-2022 | 2 | $0 reported | 5 |
| Sally Hallak | CHIEF FINANCIAL OFFICER & TREASURER | 2021-2022 | 10 | $0 reported | 5 |
| Marc Harper | DIRECTOR & SECRETARY | 2013-2022 | 2 | $0 reported | 2 |
| Mary E West | DIRECTOR | 2012-2022 | 2 | $0 reported | 2 |
| Roland J Santoni Term 41218 (former) | MANAGING DIRECTOR | 2018 | 2 | $0 reported | 1 |
| Dennis M O'Brien Term 41218 (former) | DIRECTOR & SECRETARY | 2018 | 2 | $0 reported | 1 |
| Dennis M O'Brien (former) | DIRECTOR & SECRETARY | 2013-2017 | 2 | $0 reported | 1 |
| Dr Joseph Smith Res Mar 2016 (former) | CHIEF MEDICAL OFFICER | 2016 | 5 | $0 reported | 1 |
| Dr Joe Smith (former) | CMO | 2015 | 5 | $0 reported | 1 |
People by year
2022 · 11 people listed · 7 paid, $990K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHELLEY LYFORD | PRESIDENT, CEO & DIRECTOR | 20 | $229,562 | - | $16,299 | $245,861 | 5 |
| JAMES WOMBOLDT | DIRECTOR OF ACCOUNTI | 40 | $143,149 | - | $24,313 | $167,462 | 2 |
| MISTI BENSON THRU 102022 | SENIOR DIRECTOR, ADM | 40 | $147,098 | - | $18,965 | $166,063 | 1 |
| TIMOTHY LASH | CSO | 20 | $130,565 | - | $10,255 | $140,820 | 6 |
| VYAN NGUYEN | PROGRAM OFFICER | 30 | $100,434 | - | $17,855 | $118,289 | 2 |
| BRIAN CERASOLI | ACCOUNTING MANAGER | 40 | $91,630 | - | $19,109 | $110,739 | 2 |
| DR ZIA AGHA | CHIEF MEDICAL OFFICER | 8 | $40,744 | - | $0 | $40,744 | 4 |
| GARY L WEST | DIRECTOR | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | DIRECTOR | 2 | $0 | - | $0 | $0 | 2 |
| MARC HARPER | DIRECTOR & SECRETARY | 2 | $0 | - | $0 | $0 | 2 |
| SALLY HALLAK | CHIEF FINANCIAL OFFICER & TREASURER | 10 | $0 | - | $0 | $0 | 5 |
2021 · 12 people listed · 8 paid, $1.1M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHELLEY LYFORD | PRESIDENT & CEO | 20 | $297,548 | - | $19,859 | $317,407 | 5 |
| TIM LASH | CSO | 20 | $174,015 | - | $13,589 | $187,604 | 4 |
| JOHN LITTLETHRU 072021 | CHIEF FINANCIAL OFFI | 40 | $109,494 | - | $27,866 | $137,360 | 1 |
| VYAN NGUYEN | PROGRAM OFFICER | 30 | $121,935 | - | $1,830 | $123,765 | 2 |
| LINDSAY GOLDSMITH THRU 082021 | SENIOR ACCOUNTANT | 40 | $89,438 | - | $11,923 | $101,361 | 1 |
| MISTI BENSON | SENIOR DIRECTOR, ADM | 20 | $84,187 | - | $0 | $84,187 | 1 |
| LEXY HARSHMAN THRU 072021 | OPERATIONS MANAGER | 40 | $56,757 | - | $9,980 | $66,737 | 1 |
| DR ZIA AGHA | CHIEF MEDICAL OFFICER | 8 | $51,250 | - | $0 | $51,250 | 4 |
| GARY L WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
| MARC HARPER | DIRECTOR & SECRETARY | 2 | $0 | - | $0 | $0 | 2 |
| SALLY HALLAK | CHIEF FINANCIAL OFFICER & TREASURER | 10 | $0 | - | $0 | $0 | 5 |
2020 · 11 people listed · 8 paid, $1.4M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHELLEY LYFORD | PRESIDENT, CEO, & TREASURER | 20 | $299,100 | - | $19,709 | $318,809 | 5 |
| JOHN LITTLE | DIRECTOR OF FINANCE | 40 | $201,512 | - | $32,725 | $234,237 | 1 |
| TIM LASH | EXECUTIVE VICE PRESIDENT & CSO | 20 | $175,715 | - | $12,052 | $187,767 | 4 |
| BRENDA SCHMITTHENNER | PROGRAM OFFICER | 20 | $147,281 | - | $39,926 | $187,207 | 1 |
| LINDSAY GOLDSMITH | ACCOUNTING MANAGER | 40 | $138,484 | - | $15,245 | $153,729 | 1 |
| VYAN NGUYEN | PROGRAM OFFICER | 30 | $120,289 | - | $11,373 | $131,662 | 2 |
| LEXY HARSHMAN | OPERATIONS MANAGER | 40 | $96,716 | - | $9,680 | $106,396 | 1 |
| DR ZIA AGHA | CHIEF MEDICAL OFFICER | 8 | $51,250 | - | $0 | $51,250 | 4 |
| GARY L WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
| MARC HARPER | DIRECTOR & SECRETARY | 2 | $0 | - | $0 | $0 | 2 |
2019 · 11 people listed · 8 paid, $1.3M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHELLEY LYFORD | PRESIDENT, CEO, & TREASURE | 20 | $288,850 | - | $18,689 | $307,539 | 5 |
| JOHN LITTLE | DIRECTOR OF FINANCE | 35 | $178,914 | - | $29,339 | $208,253 | 1 |
| TIM LASH | EXECUTIVE VICE PRESIDENT | 20 | $178,375 | - | $11,700 | $190,075 | 4 |
| LINDSAY GOLDSMITH | SENIOR ACCOUNTANT | 40 | $127,050 | - | $8,967 | $136,017 | 1 |
| VYAN NGUYEN | PROGRAM OFFICER | 30 | $118,800 | - | $10,993 | $129,793 | 2 |
| BRENDA SCHMITTHENNER | PROGRAM OFFICER | 20 | $93,350 | - | $21,998 | $115,348 | 1 |
| LEXY HARSHMAN | OPERATIONS MANAGER | 40 | $99,729 | - | $12,469 | $112,198 | 1 |
| DR ZIA AGHA | CHIEF MEDICAL OFFICER | 8 | $51,250 | - | $0 | $51,250 | 4 |
| GARY L WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
| MARC HARPER | DIRECTOR & SECRETARY | 2 | $0 | - | $0 | $0 | 2 |
2018 · 13 people listed · 8 paid, $1.2M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHELLEY LYFORD | PRESIDENT, CEO, & TREASURER | 20 | $284,000 | - | $17,224 | $301,224 | 5 |
| JOHN LITTLE | DIRECTOR OF FINANCE | 35 | $173,600 | - | $27,583 | $201,183 | 1 |
| TIM LASH | EXECUTIVE VICE PRESIDENT | 20 | $173,700 | - | $11,385 | $185,085 | 4 |
| LINDSAY GOLDSMITH | SENIOR ACCOUNTANT | 40 | $123,200 | - | $13,673 | $136,873 | 1 |
| VYAN NGUYEN | PROGRAM OFFICER | 30 | $115,500 | - | $10,658 | $126,158 | 2 |
| LEXY HARSHMAN | OPERATIONS MANAGER | 40 | $95,350 | - | $16,291 | $111,641 | 1 |
| BRENDA SCHMITTHENNER | PROGRAM OFFICER | 20 | $89,100 | - | $20,767 | $109,867 | 1 |
| DR ZIA AGHA | CHIEF MEDICAL OFFICER | 8 | $51,250 | - | $0 | $51,250 | 4 |
| GARY L WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
| ROLAND J SANTONI TERM 41218 | MANAGING DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| DENNIS M O'BRIEN TERM 41218 | DIRECTOR & SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
| MARC HARPER | DIRECTOR | 2 | $0 | - | $0 | $0 | 2 |
2017 · 13 people listed · 8 paid, $1.2M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHELLEY LYFORD | PRESIDENT & CEO & TREASURE | 20 | $278,500 | - | $18,520 | $297,020 | 5 |
| JOHN LITTLE | DIRECTOR OF FINANCE | 35 | $159,625 | - | $26,313 | $185,938 | 1 |
| TIM LASH | EXECUTIVE VICE PRESIDENT | 20 | $145,750 | - | $11,077 | $156,827 | 4 |
| GERALDINE BRANDT | ACCOUNTANT | 40 | $120,881 | - | $29,835 | $150,716 | 1 |
| VYAN NGUYEN | PROGRAM OFFICER | 30 | $110,125 | - | $10,410 | $120,535 | 2 |
| LEXY HARSHMAN | OPERATIONS MANAGER | 40 | $94,970 | - | $17,126 | $112,096 | 1 |
| BRENDA SCHMITTHENNER | PROGRAM OFFICER | 20 | $86,640 | - | $21,416 | $108,056 | 1 |
| DR ZIA AGHA | CHIEF MEDICAL OFFICER | 8 | $50,000 | - | $0 | $50,000 | 4 |
| GARY L WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
| ROLAND J SANTONI | MANAGING DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| DENNIS M O'BRIEN | DIRECTOR & SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
| MARC HARPER | DIRECTOR | 2 | $0 | - | $0 | $0 | 2 |
2016 · 14 people listed · 8 paid, $992K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHELLEY LYFORD | PRESIDENT & CEO & TREASURER | 20 | $245,000 | - | $8,000 | $253,000 | 5 |
| JOHN LITTLE | DIRECTOR OF FINANCE | 35 | $143,752 | - | $11,500 | $155,252 | 1 |
| TIM LASH | EXECUTIVE VICE PRESIDENT | 20 | $137,500 | - | $4,583 | $142,083 | 4 |
| GERALDINE BRANDT | ACCOUNTANT | 40 | $118,965 | - | $9,517 | $128,482 | 1 |
| BRENDA SCHMITTHENNER | PROGRAM OFFICER | 34 | $108,084 | - | $8,804 | $116,888 | 1 |
| VYAN NGUYEN | PROGRAM OFFICER | 30 | $84,657 | - | $6,773 | $91,430 | 2 |
| LEXY HARSHMAN | OPERATIONS MANAGER | 40 | $88,250 | - | $0 | $88,250 | 1 |
| DR ZIA AGHA START SEP 2016 | CHIEF MEDICAL OFFICER | 8 | $16,667 | - | $0 | $16,667 | 1 |
| GARY L WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
| ROLAND J SANTONI | MANAGING DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| DENNIS M O'BRIEN | DIRECTOR & SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
| MARC HARPER | DIRECTOR | 2 | $0 | - | $0 | $0 | 2 |
| DR JOSEPH SMITH RES MAR 2016 | CHIEF MEDICAL OFFICER | 5 | $0 | - | $0 | $0 | 1 |
2015 · 11 people listed · 5 paid, $602K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MONA CHAHAL DICKERSON | DIRECTOR OF ACCOUNTI | 40 | $154,394 | - | $12,352 | $166,746 | 1 |
| SHELLEY LYFORD | PRESIDENT & CEO & TREASURER | 24 | $147,819 | - | $8,000 | $155,819 | 5 |
| GERALDINE BRANDT | STAFF ACCOUNTANT | 40 | $110,650 | - | $8,852 | $119,502 | 1 |
| VYAN NGUYEN | PROGRAM OFFICER | 30 | $78,750 | - | $6,300 | $85,050 | 2 |
| LEXY HARSHMAN | PROGRAM ASSOCIATE | 40 | $73,645 | - | $1,083 | $74,728 | 1 |
| GARY L WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
| ROLAND J SANTONI | MANAGING DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| DENNIS M O'BRIEN | DIRECTOR & SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
| MARC HARPER | DIRECTOR | 2 | $0 | - | $0 | $0 | 2 |
| DR JOE SMITH | CMO | 5 | $0 | - | $0 | $0 | 1 |
2014 · 11 people listed · 6 paid, $704K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MONA CHAHAL DICKERSON | DIRECTOR OF ACCOUNTI | 40 | $154,000 | - | $12,320 | $166,320 | 1 |
| VIRGINIA MERRIFIELD RES 93014 | EXEC. DIRECTOR, SECRETARY & TREASURER | 40 | $136,252 | - | $10,900 | $147,152 | 1 |
| SHELLEY LYFORD | PRESIDENT & TREASURER | 14 | $110,000 | - | $8,000 | $118,000 | 5 |
| GERALDINE BRANDT | STAFF ACCOUNTANT | 40 | $105,000 | - | $8,400 | $113,400 | 1 |
| VYAN NGUYEN | PROGRAM OFFICER | 40 | $76,457 | - | $6,117 | $82,574 | 2 |
| LEXY HARSHMAN | PROGRAM ASSOCIATE | 40 | $71,500 | - | $5,200 | $76,700 | 1 |
| GARY L WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
| ROLAND J SANTONI | MANAGING DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| DENNIS M O'BRIEN | DIRECTOR & SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
| MARC HARPER | DIRECTOR | 2 | $0 | - | $0 | $0 | 2 |
2013 · 12 people listed · 8 paid, $842K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VIRGINIA MERRIFIELD | EXEC. DIRECTOR, SECRETARY, & TREASURER | 40 | $168,414 | - | $13,473 | $181,887 | 1 |
| MONA CHAHAL DICKERSON | DIRECTOR OF ACCOUNTI | 40 | $130,716 | - | $10,457 | $141,173 | 1 |
| SHELLEY LYFORD | PRESIDENT | 10 | $110,000 | - | $8,225 | $118,225 | 5 |
| GERALDINE BRANDT | STAFF ACCOUNTANT | 40 | $105,000 | - | $8,400 | $113,400 | 1 |
| VYAN NGUYEN | PROGRAM OFFICER | 40 | $72,744 | - | $5,820 | $78,564 | 2 |
| ROLAND J SANTONI | MANAGING DIRECTOR | 2 | $72,704 | - | $5,280 | $77,984 | 1 |
| LEXY HARSHMAN | PROGRAM ASSOCIATE | 40 | $69,341 | - | $5,043 | $74,384 | 1 |
| STEPHANIE FAGAN | DIRECTOR OF COMMUNIC | 7 | $55,923 | - | $0 | $55,923 | 1 |
| GARY L WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
| DENNIS M O'BRIEN | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| MARC HARPER | DIRECTOR | 2 | $0 | - | $0 | $0 | 2 |
2012 · 9 people listed · 7 paid, $708K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VIRGINIA MERRIFIELD | EXECUTIVE DIRECTOR/SECRETARY/TREASURER | 40 | $142,808 | - | $9,090 | $151,898 | 1 |
| GERALDINE BRANDT | ACCOUNTING STAFF | 40 | $129,250 | - | $10,547 | $139,797 | 1 |
| SHELLEY L VALENTINE | PRESIDENT | 8 | $110,000 | - | $8,000 | $118,000 | 1 |
| ROLAND J SANTONI | MANAGING DIRECTOR | 2 | $94,500 | - | $7,560 | $102,060 | 1 |
| LEXY HARSHMAN | OFFICE MANAGER | 40 | $67,650 | - | $4,920 | $72,570 | 1 |
| VYAN NGUYEN | PROGRAM OFFICER | 40 | $58,780 | - | $4,363 | $63,143 | 2 |
| SARA VAZ TERMINATED 102612 | FORMER PROGRAM ASSOC | 40 | $58,461 | - | $1,750 | $60,211 | 1 |
| GARY L WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 5 |
| MARY E WEST | CO-CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
Highest-paid independent contractors
2022 · 5 contractors · $934K
| Name | Location | Service | Paid |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT ADVISORY/CUSTODIAN | $354,548 |
| GARY & MARY WEST MANAGEMENT COMPANY INC | CARLSBAD, CA | ADVOCACY AND ADMINISTRATION | $288,257 |
| PCE CONSULTING LLC | CHAPEL HILL, NC | ACUTE CARE ADVOCACY | $152,320 |
| ISADORA DESIGN LLC | MANHATTAN BEACH, CA | COMMUNICATION SERVICES | $77,384 |
| COMMUNICATION PARTNERS & ASSOCIATES LLC | WEST HARRISON, NY | ADVOCACY AND MEDIA OUTREACH | $61,500 |
2021 · 5 contractors · $686K
| Name | Location | Service | Paid |
|---|---|---|---|
| PCE CONSULTING LLC | CHAPEL HILL, NC | ACUTE CARE ADVOCACY | $246,120 |
| WEST MANAGEMENT COMPANY INC | CARLSBAD, CA | ADVOCACY AND ADMINISTRATION | $204,789 |
| GORDON FOURNARIS & MAMMARELLA PA | WILMINGTON, DE | LEGAL | $86,021 |
| COMMUNICATION PARTNERS & ASSOCIATES LLC | NY, NY | ADVOCACY AND MEDIA OUTREACH | $78,750 |
| HASSON LAW GROUP LLP | ATLANTA, GA | LEGAL | $70,481 |
2020 · 5 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| WEST FAMILY INVESTMENTS INC | EVANSTON, IL | INVESTMENT MANAGEMENT | $409,845 |
| PCE CONSULTING LLC | DALLAS, TX | ACUTE CARE ADVOCACY | $288,286 |
| WEST MANAGEMENT COMPANY INC | CARLSBAD, CA | ADVOCACY AND ADMINISTRATION | $207,855 |
| COMMUNICATION PARTNERS & ASSOCIATES LLC | NY, NY | ADVOCACY AND MEDIA OUTREACH | $137,982 |
| J WALLIN OPINION RESEARCH | NEWPORT BEACH, CA | RESEARCH | $62,500 |
2019 · 5 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| WEST FAMILY INVESTMENTS INC | EVANSTON, IL | INVESTMENT MANAGEMENT | $533,615 |
| WEST MANAGEMENT COMPANY INC | CARLSBAD, CA | ADVOCACY AND ADMINISTRATION | $526,111 |
| PCE CONSULTING LLC | DALLAS, TX | ACUTE CARE ADVOCACY | $268,800 |
| COMMUNICATION PARTNERS & ASSOCIATES LLC | NY, NY | ADVOCACY AND MEDIA OUTREACH | $95,000 |
| WATERFORD LIFE SCIENCES TOTAL | WASHINGTON, DC | ADVOCACY COMMUNICATIONS | $86,400 |
2018 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| WEST MANAGEMENT COMPANY INC | CARLSBAD, CA | ADVOCACY AND ADMINISTRATION | $678,226 |
| WEST FAMILY INVESTMENTS INC | EVANSTON, IL | INVESTMENT MANAGEMENT | $524,768 |
| PCE CONSULTING LLC | DALLAS, TX | ACUTE CARE ADVOCACY | $297,600 |
| COMMUNICATION PARTNERS & ASSOCIATES LLC | NY, NY | ADVOCACY AND MEDIA OUTREACH | $108,673 |
| HASSON LAW GROUP LLP | ATLANTA, GA | LEGAL SERVICES | $102,148 |
2017 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| WEST FAMILY INVESTMENTS INC | EVANSTON, IL | INVESTMENT MANAGEMENT | $727,274 |
| WEST MANAGEMENT COMPANY INC | OAKLAND, CA | ADVOCACY AND ADMINISTRATION | $634,053 |
| TELEOMED LABS CORP | BURLINGAME, CA | RESEARCH PROJECT | $162,800 |
| KEVIN BIESE | DALLAS, TX | ACUTE CARE ADVOCACY | $140,759 |
| COMMUNICATION PARTNERS & ASSOCIATES LLC | NY, NY | ADVOCACY AND MEDIA OUTREACH | $132,641 |
2016 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| TELEOMED LABS CORP | BURLINGAME, CA | RESEARCH PROJECT | $528,625 |
| WEST FAMILY INVESTMENTS INC | EVANSTON, IL | INVESTMENT MANAGEMENT | $401,444 |
| WEST MANAGEMENT COMPANY INC | OAKLAND, CA | PROFESSIONAL AND MANAGERIAL SERVICES | $397,705 |
| CLS STRATEGIES | WASHINGTON, DC | RESEARCH PROJECT | $175,375 |
| EMOTA | SAN DIEGO, CA | PROFESSIONAL SERVICES | $154,934 |
2015 · 5 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| WEST FAMILY INVESTMENTS INC | EVANSTON, IL | INVESTMENT MANAGEMENT | $687,316 |
| TELEOMED LABS CORP | BURLINGAME, CA | RESEARCH PROJECT | $336,738 |
| WEST MANAGEMENT COMPANY INC | OAKLAND, CA | PROFESSIONAL AND MANAGERIAL SERVICES | $247,293 |
| MATHEMATICA POLICY RESEARCH INC | PRINCETON, NJ | RESEARCH PROJECT | $123,112 |
| KAREN BACERRA DDS | SAN DIEGO, CA | DENTAL PROJECT | $117,500 |
2014 · 2 contractors · $786K
| Name | Location | Service | Paid |
|---|---|---|---|
| WEST FAMILY INVESTMENTS INC | EVANSTON, IL | INVESTMENT MANAGEMENT | $635,913 |
| WEST MANAGEMENT COMPANY INC | OAKLAND, CA | PROFESSIONAL AND MANAGERIAL SERVICES | $150,105 |
2013 · 2 contractors · $946K
| Name | Location | Service | Paid |
|---|---|---|---|
| WEST FAMILY INVESTMENTS INC | EVANSTON | INVESTMENT MANAGEMENT | $776,516 |
| WEST MANAGEMENT COMPANY INC | LA JOLLA | PROFESSIONAL AND MANAGERIAL SERVICES | $169,737 |
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.
2022 · 39 grants to organizations · $9.0M
Listed grants add up to $9,036,679; the return's “grants paid” expense line says $6,698,358. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 50 grants to organizations · $9.5M
Listed grants add up to $9,534,086; the return's “grants paid” expense line says $7,958,391. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 64 grants to organizations · $9.6M
Listed grants add up to $9,638,273; the return's “grants paid” expense line says $10,017,949. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 46 grants to organizations · $11.1M
Listed grants add up to $11,085,100; the return's “grants paid” expense line says $10,731,809. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 56 grants to organizations · $16.1M
Listed grants add up to $16,067,719; the return's “grants paid” expense line says $11,455,510. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 51 grants to organizations · $8.7M
Listed grants add up to $8,654,506; the return's “grants paid” expense line says $11,053,925. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 40 grants to organizations · $12.2M
Listed grants add up to $12,217,410; the return's “grants paid” expense line says $10,847,508. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 49 grants to organizations · $8.7M
Listed grants add up to $8,682,725; the return's “grants paid” expense line says $10,135,413. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 48 grants to organizations · $25.5M
Listed grants add up to $25,502,393; the return's “grants paid” expense line says $13,624,397. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 40 grants to organizations · $18.8M · 2 returned · -$14K
Listed grants add up to $18,764,136; the return's “grants paid” expense line says $5,178,503. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 33 grants to organizations · $23.3M
Listed grants add up to $23,271,905; the return's “grants paid” expense line says $6,304,061. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2021 · 7 contributors · $21.7M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 4 | WEST INVESTMENT HOLDINGS LLC | Organization or other | CARLSBAD, CA | $7,493,995 | $7,493,995 | Form 990PF Sch. B, 2021 · filing |
| 5 | WEST INVESTMENT HOLDINGS LLC | Organization or other | CARLSBAD, CA | $3,747,247 | $3,747,247 | Form 990PF Sch. B, 2021 · filing |
| 6 | WEST INVESTMENT HOLDINGS LLC | Organization or other | CARLSBAD, CA | $3,445,641 | $3,445,641 | Form 990PF Sch. B, 2021 · filing |
| 3 | WEST INVESTMENT HOLDINGS LLC | Organization or other | CARLSBAD, CA | $2,933,712 | $2,933,712 | Form 990PF Sch. B, 2021 · filing |
| 7 | WEST INVESTMENT HOLDINGS LLC | Organization or other | CARLSBAD, CA | $1,604,178 | $1,604,178 | Form 990PF Sch. B, 2021 · filing |
| 1 | GARY L WEST 2013 DE TRUST | Organization or other | CARLSBAD, CA | $1,228,969 | - | Form 990PF Sch. B, 2021 · filing |
| 2 | MARY E WEST 2013 DE TRUST | Organization or other | CARLSBAD, CA | $1,228,969 | - | Form 990PF Sch. B, 2021 · filing |
2020 · 2 contributors · $7.4M
2019 · 2 contributors · $6.4M
2017 · 5 contributors · $3.6M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | GARY L WEST 2013 DE TRUST | Organization or other | CARLSBAD, CA | $1,297,898 | $3,473,941 | Form 990PF Sch. B, 2017 · filing |
| 2 | MARY E WEST 2013 DE TRUST | Organization or other | CARLSBAD, CA | $1,297,898 | $3,473,941 | Form 990PF Sch. B, 2017 · filing |
| 4 | MARY E WEST 2013 DE TRUST | Organization or other | CARLSBAD, CA | $456,403 | $7,358,489 | Form 990PF Sch. B, 2017 · filing |
| 3 | GARY L WEST 2013 DE TRUST | Organization or other | CARLSBAD, CA | $456,402 | $7,358,489 | Form 990PF Sch. B, 2017 · filing |
| 5 | WEST DEVELOPMENT LLC | Organization or other | CARLSBAD, CA | $77,148 | - | Form 990PF Sch. B, 2017 · filing |
2016 · 2 contributors · $8.4M
2015 · 6 contributors · $801K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 2 | GARY L WEST 2013 DE TRUST | Person | CARLSBAD, CA | $353,804 | - | Form 990PF Sch. B, 2015 · filing |
| 3 | MARY E WEST 2013 DE TRUST | Person | CARLSBAD, CA | $353,804 | - | Form 990PF Sch. B, 2015 · filing |
| 1 | WEST FAMILY HOLDINGS LLC | Person | CARLSBAD, CA | $35,000 | - | Form 990PF Sch. B, 2015 · filing |
| 5 | WEST HEALTH INSTITUTE | Organization or other | LA JOLLA, CA | $34,222 | $34,222 | Form 990PF Sch. B, 2015 · filing |
| 4 | WEST DEVELOPMENT LLC | Organization or other | CARLSBAD, CA | $11,920 | $11,920 | Form 990PF Sch. B, 2015 · filing |
| 6 | WEST DEVELOPMENT LLC | Organization or other | CARLSBAD, CA | $11,920 | $11,920 | Form 990PF Sch. B, 2015 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
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 |
|---|---|---|---|---|---|---|---|---|
| 2022 · Form 990PF | ||||||||
| $3,327,973 | $9,049,576 | $0 | $0 | - | - | $400,871 | - | - |
| 2021 · Form 990PF | ||||||||
| $33,544,767 | $11,383,526 | $155,029,230 | $154,463,592 | $21,682,711 | - | $522,813 | - | - |
| 2020 · Form 990PF | ||||||||
| -$5,762,075 | $13,164,267 | $127,685,246 | $126,166,315 | $7,373,810 | - | $526,065 | - | - |
| 2019 · Form 990PF | ||||||||
| $15,029,377 | $14,835,248 | $145,102,325 | $142,995,177 | $6,403,198 | - | $518,475 | - | - |
| 2018 · Form 990PF | ||||||||
| $8,053,321 | $15,858,840 | $140,115,924 | $138,109,469 | $228 | - | $508,950 | - | - |
| 2017 · Form 990PF | ||||||||
| $35,294,252 | $15,732,743 | $157,378,090 | $150,727,833 | $21,745,980 | - | $474,250 | - | - |
| 2016 · Form 990PF | ||||||||
| $16,328,729 | $14,903,895 | $135,456,322 | $132,002,350 | $8,400,000 | - | $399,167 | - | - |
| 2015 · Form 990PF | ||||||||
| $8,867,820 | $13,074,724 | $125,282,166 | $120,902,814 | $800,670 | - | $147,819 | - | - |
| 2014 · Form 990PF | ||||||||
| $7,150,973 | $15,974,115 | $137,701,276 | $135,123,260 | - | - | $246,252 | - | - |
| 2013 · Form 990PF | ||||||||
| $8,095,892 | $7,462,237 | $158,077,911 | $140,330,923 | - | - | $351,118 | - | - |
| 2012 · Form 990PF | ||||||||
| $11,228,536 | $8,710,648 | $166,140,959 | $136,143,987 | - | - | $347,308 | - | - |
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 CHARITABLE TRUST La Jolla, CA · 9 people in common (Brian Cerasoli, Gary West, James Womboldt)
- GARY AND MARY WEST HEALTH INSTITUTE La Jolla, CA · 5 people in common (Gary West, Sally Hallak, Shelley M Lyford)
- GARY AND MARY WEST HEALTH ENDOWMENTINC Wilmington, DE · 4 people in common (Gary West, Sally Hallak, Shelley M Lyford)
- GARY AND MARY WEST HEALTH POLICY CENTER INC La Jolla, CA · 3 people in common (Gary West, Sally Hallak, Timothy Lash)
- GARY AND MARY WEST SENIOR SERVICES INC San Marcos, CA · 2 people in common (Timothy Lash, Zia Agha)
- GRANTMAKERS IN AGING INC Arlington, VA · 2 people in common (Shelley M Lyford, Vyan Nguyen)
Funders of this organization
1 grantor reported grants to this organization, $37,225 in all, tax years 2015 to 2015. 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 | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| GARY AND MARY WEST HEALTH INSTITUTE | $37,225 | 1 | $37,225 | 2015 | 2015 | Public charity | Exact | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HEARTS AND PAWS FOUNDATION | CA | P20 | $2,891,024 | $15,428 | CEO, SECRETARY | $0 | Same NTEE code P20, revenue within 2x, same state |
| CONTENTMENT FOUNDATION | CA | P20 | $2,710,950 | $1,689,533 | CEO | $119,875 | Same NTEE code P20, revenue within 2x, same state |
| BAY AREA COUNCIL FOUNDATION | CA | P20 | $3,775,703 | $5,850,106 | CEO | $1,050,450 | Same NTEE code P20, revenue within 2x, same state |
| TYHKO FAMILY FOUNDATION | CA | P20 | $2,849,573 | $1,876,074 | President | $0 | Same NTEE code P20, revenue within 2x, same state |
| APRIL PARKER FOUNDATION INC | CA | P20 | $3,339,217 | $2,622,390 | CHIEF EXECUTIVE OFFICER | $93,564 | Same NTEE code P20, revenue within 2x, same state |
| LB CHARITABLE FOUNDATION | CA | P20 | $3,123,144 | $4,843,976 | BOARD MEMBER, VP & CFO | $190,595 | Same NTEE code P20, revenue within 2x, same state |
| HARBOR CARE FOUNDATION INC | CA | P20 | $3,261,670 | $3,451,887 | CFO | $123,520 | Same NTEE code P20, revenue within 2x, same state |
| ZENDESK NEIGHBOR FOUNDATION | CA | P20 | $3,696,460 | $2,383,650 | PRESIDENT (THRU 12/20/24) | $0 | Same NTEE code P20, revenue within 2x, same state |
| JOSEPH K SAHU MEMORIAL FOUNDATION | CA | P20 | $3,100,071 | $53,466 | PRES., DIR | $0 | Same NTEE code P20, revenue within 2x, same state |
| SMITH EDMONDS FAMILY FOUNDATION | CA | P20 | $3,610,425 | $940,025 | President | $0 | Same NTEE code P20, revenue within 2x, same state |
| SAN MATEO COUNTY SHERIFFS OFFICE FOUNDATION | CA | P20 | $3,500,100 | $3,450,059 | CHAIRPERSON | $0 | Same NTEE code P20, revenue within 2x, same state |
| STEELWORKERS OLDTIMERS FOUNDATION | CA | P20 | $3,402,110 | $3,467,365 | CEO | $88,101 | Same NTEE code P20, revenue within 2x, same state |
| ORANGEVALE COMMUNITY FOUNDATION | CA | P20 | $2,710,748 | $2,522,776 | President/Executive Director | $125,000 | Same NTEE code P20, revenue within 2x, same state |
| SOCIAL WORK ACTION GROUP | CA | P20 | $3,466,194 | $3,030,588 | Executive Director | $158,880 | Same NTEE code P20, revenue within 2x, same state |
| CAREHELP AND AID FOR ISRAEL INC | CA | P20 | $3,371,604 | $791,512 | President | $0 | Same NTEE code P20, revenue within 2x, same state |
| YWCA OF GLENDALE AND PASADENA | CA | P20 | $3,100,652 | $3,068,722 | DIRECTOR OF FINANCE (OUTGOING) | $118,356 | Same NTEE code P20, revenue within 2x, same state |
| STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION | CA | P20 | $3,616,245 | $2,987,659 | Executive Director | $132,260 | Same NTEE code P20, revenue within 2x, same state |
| PATRIOTS AND PAWS | CA | P20 | $3,446,928 | $4,622,487 | CHAIRMANCEO | $0 | Same NTEE code P20, revenue within 2x, same state |
| COMMUNITY ARTS STABILIZATION | CA | P20 | $3,960,602 | $4,119,789 | CHIEF EXECUTIVE OFFICER | $244,880 | Same NTEE code P20, revenue within 2x, same state |
| GLIDE LEGACY FUND | CA | P20 | $3,880,323 | $14,186,361 | CHAIR | $0 | Same NTEE code P20, revenue within 2x, same state |
| NATIONAL FAMILY LEGACY INC | CA | P20 | $3,169,325 | $3,105,565 | CEO | $0 | Same NTEE code P20, revenue within 2x, same state |
| ARMENIAN RELIEF SOCIETY OF WESTERN USA INC | CA | P20 | $3,435,898 | $3,707,032 | CHAIRPERSON | $0 | Same NTEE code P20, revenue within 2x, same state |
| MARTIN LUTHER KING JR FREEDOM CENTER | CA | P20 | $3,107,993 | $1,277,760 | Director | $0 | Same NTEE code P20, revenue within 2x, same state |
| CALIFORNIA CONFERENCE FOR WOMEN | CA | P20 | $3,410,340 | $3,925,277 | BOARD PRESID | $0 | Same NTEE code P20, revenue within 2x, same state |
| SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO | CA | P20 | $3,328,085 | $3,954,666 | EXECUTIVE DIRECTOR | $208,791 | Same NTEE code P20, revenue within 2x, 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).
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.
2022 · Form 990PF · $9,049,576 spent · pay $992,399 · grants $6,698,358 · events $75,215
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,698,358 | 74.0% | |
| Fees: other professional | $866,237 | 9.6% | |
| Other salaries and wages | $482,310 | 5.3% | |
| Pay: officers, directors, trustees | $400,871 | 4.4% | |
| Pension plans and employee benefits | $109,218 | 1.2% | |
| Fees: legal | $108,275 | 1.2% | |
| Taxes | $105,996 | 1.2% | |
| Other expenses | $101,514 | 1.1% | |
| Travel, conferences and meetings | $75,215 | 0.8% | |
| Fees: accounting | $48,999 | 0.5% | |
| Occupancy | $48,717 | 0.5% | |
| Printing and publications | $2,350 | 0.0% | |
| Depreciation and depletion | $1,516 | 0.0% | |
| Total | $9,049,576 | 100% |
2021 · Form 990PF · $11,383,526 spent · pay $1,176,926 · grants $7,958,391 · events $41,903
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,958,391 | 69.9% | |
| Fees: other professional | $1,165,007 | 10.2% | |
| Other salaries and wages | $550,153 | 4.8% | |
| Pay: officers, directors, trustees | $522,813 | 4.6% | |
| Taxes | $488,236 | 4.3% | |
| Fees: legal | $168,329 | 1.5% | |
| Other expenses | $158,595 | 1.4% | |
| Occupancy | $121,098 | 1.1% | |
| Pension plans and employee benefits | $103,960 | 0.9% | |
| Depreciation and depletion | $52,814 | 0.5% | |
| Fees: accounting | $49,250 | 0.4% | |
| Travel, conferences and meetings | $41,903 | 0.4% | |
| Printing and publications | $2,977 | 0.0% | |
| Total | $11,383,526 | 100% |
2020 · Form 990PF · $13,164,267 spent · pay $1,399,851 · grants $10,017,949 · events $44,363
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $10,017,949 | 76.1% | |
| Fees: other professional | $1,073,599 | 8.2% | |
| Other salaries and wages | $707,988 | 5.4% | |
| Pay: officers, directors, trustees | $526,065 | 4.0% | |
| Other expenses | $177,422 | 1.3% | |
| Pension plans and employee benefits | $165,798 | 1.3% | |
| Occupancy | $139,685 | 1.1% | |
| Depreciation and depletion | $132,104 | 1.0% | |
| Fees: legal | $76,961 | 0.6% | |
| Taxes | $61,847 | 0.5% | |
| Travel, conferences and meetings | $44,363 | 0.3% | |
| Fees: accounting | $38,607 | 0.3% | |
| Printing and publications | $1,879 | 0.0% | |
| Total | $13,164,267 | 100% |
2019 · Form 990PF · $14,835,248 spent · pay $1,330,716 · grants $10,731,809 · events $174,074
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $10,731,809 | 72.3% | |
| Fees: other professional | $1,860,100 | 12.5% | |
| Other salaries and wages | $645,273 | 4.3% | |
| Pay: officers, directors, trustees | $518,475 | 3.5% | |
| Other expenses | $213,144 | 1.4% | |
| Travel, conferences and meetings | $174,074 | 1.2% | |
| Pension plans and employee benefits | $166,968 | 1.1% | |
| Depreciation and depletion | $154,416 | 1.0% | |
| Occupancy | $144,816 | 1.0% | |
| Taxes | $139,136 | 0.9% | |
| Fees: legal | $42,782 | 0.3% | |
| Fees: accounting | $40,826 | 0.3% | |
| Printing and publications | $3,429 | 0.0% | |
| Total | $14,835,248 | 100% |
2018 · Form 990PF · $15,858,840 spent · pay $1,296,285 · grants $11,455,510 · events $156,300
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $11,455,510 | 72.2% | |
| Fees: other professional | $1,674,222 | 10.6% | |
| Other salaries and wages | $638,463 | 4.0% | |
| Other expenses | $635,486 | 4.0% | |
| Pay: officers, directors, trustees | $508,950 | 3.2% | |
| Taxes | $197,787 | 1.2% | |
| Depreciation and depletion | $168,640 | 1.1% | |
| Travel, conferences and meetings | $156,300 | 1.0% | |
| Pension plans and employee benefits | $148,872 | 0.9% | |
| Occupancy | $139,287 | 0.9% | |
| Fees: legal | $89,316 | 0.6% | |
| Fees: accounting | $38,406 | 0.2% | |
| Printing and publications | $7,601 | 0.0% | |
| Total | $15,858,840 | 100% |
2017 · Form 990PF · $15,732,743 spent · pay $1,255,845 · grants $11,053,925 · events $97,996
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $11,053,925 | 70.3% | |
| Fees: other professional | $1,692,201 | 10.8% | |
| Other expenses | $676,586 | 4.3% | |
| Other salaries and wages | $606,903 | 3.9% | |
| Taxes | $571,436 | 3.6% | |
| Pay: officers, directors, trustees | $474,250 | 3.0% | |
| Depreciation and depletion | $176,978 | 1.1% | |
| Pension plans and employee benefits | $174,692 | 1.1% | |
| Occupancy | $140,058 | 0.9% | |
| Travel, conferences and meetings | $97,996 | 0.6% | |
| Fees: accounting | $37,700 | 0.2% | |
| Fees: legal | $18,995 | 0.1% | |
| Printing and publications | $11,023 | 0.1% | |
| Total | $15,732,743 | 100% |
2016 · Form 990PF · $14,903,895 spent · pay $1,117,560 · grants $10,847,508 · events $174,134
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $10,847,508 | 72.8% | |
| Fees: other professional | $1,362,692 | 9.1% | |
| Other expenses | $822,096 | 5.5% | |
| Other salaries and wages | $586,326 | 3.9% | |
| Pay: officers, directors, trustees | $399,167 | 2.7% | |
| Taxes | $190,636 | 1.3% | |
| Depreciation and depletion | $176,773 | 1.2% | |
| Travel, conferences and meetings | $174,134 | 1.2% | |
| Occupancy | $138,915 | 0.9% | |
| Pension plans and employee benefits | $132,067 | 0.9% | |
| Fees: accounting | $41,646 | 0.3% | |
| Fees: legal | $20,442 | 0.1% | |
| Printing and publications | $11,493 | 0.1% | |
| Total | $14,903,895 | 100% |
2015 · Form 990PF · $13,074,724 spent · pay $699,801 · grants $10,135,413 · events $91,222
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $10,135,413 | 77.5% | |
| Fees: other professional | $811,931 | 6.2% | |
| Other expenses | $761,039 | 5.8% | |
| Other salaries and wages | $459,279 | 3.5% | |
| Occupancy | $202,756 | 1.6% | |
| Taxes | $180,552 | 1.4% | |
| Pay: officers, directors, trustees | $147,819 | 1.1% | |
| Depreciation and depletion | $98,566 | 0.8% | |
| Pension plans and employee benefits | $92,703 | 0.7% | |
| Travel, conferences and meetings | $91,222 | 0.7% | |
| Fees: legal | $48,454 | 0.4% | |
| Fees: accounting | $41,125 | 0.3% | |
| Printing and publications | $3,865 | 0.0% | |
| Total | $13,074,724 | 100% |
2014 · Form 990PF · $15,974,115 spent · pay $805,578 · grants $13,624,397 · events $72,832
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $13,624,397 | 85.3% | |
| Fees: other professional | $894,234 | 5.6% | |
| Other salaries and wages | $432,419 | 2.7% | |
| Pay: officers, directors, trustees | $246,252 | 1.5% | |
| Other expenses | $204,645 | 1.3% | |
| Occupancy | $131,487 | 0.8% | |
| Pension plans and employee benefits | $126,907 | 0.8% | |
| Taxes | $105,175 | 0.7% | |
| Travel, conferences and meetings | $72,832 | 0.5% | |
| Fees: accounting | $61,115 | 0.4% | |
| Fees: legal | $45,923 | 0.3% | |
| Depreciation and depletion | $23,876 | 0.1% | |
| Printing and publications | $4,853 | 0.0% | |
| Total | $15,974,115 | 100% |
2013 · Form 990PF · $7,462,237 spent · pay $915,151 · grants $5,178,503 · events $42,168
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $5,178,503 | 69.4% | |
| Fees: other professional | $896,928 | 12.0% | |
| Other salaries and wages | $433,724 | 5.8% | |
| Pay: officers, directors, trustees | $351,118 | 4.7% | |
| Pension plans and employee benefits | $130,309 | 1.7% | |
| Other expenses | $123,330 | 1.7% | |
| Taxes | $121,651 | 1.6% | |
| Occupancy | $99,322 | 1.3% | |
| Travel, conferences and meetings | $42,168 | 0.6% | |
| Fees: accounting | $32,912 | 0.4% | |
| Depreciation and depletion | $23,876 | 0.3% | |
| Fees: legal | $23,835 | 0.3% | |
| Printing and publications | $4,561 | 0.1% | |
| Total | $7,462,237 | 100% |
2012 · Form 990PF · $8,710,648 spent · pay $880,109 · grants $6,304,061 · events $66,370
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,304,061 | 72.4% | |
| Fees: other professional | $962,629 | 11.1% | |
| Other salaries and wages | $414,565 | 4.8% | |
| Pay: officers, directors, trustees | $347,308 | 4.0% | |
| Taxes | $157,831 | 1.8% | |
| Occupancy | $134,942 | 1.5% | |
| Pension plans and employee benefits | $118,236 | 1.4% | |
| Other expenses | $106,114 | 1.2% | |
| Travel, conferences and meetings | $66,370 | 0.8% | |
| Fees: accounting | $44,887 | 0.5% | |
| Fees: legal | $24,360 | 0.3% | |
| Depreciation and depletion | $22,787 | 0.3% | |
| Printing and publications | $6,558 | 0.1% | |
| Total | $8,710,648 | 100% |
State business registration
- THE GARY AND MARY WEST CHARITABLE TRUST CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2023
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | THE GARY AND MARY WEST CHARITABLE TRUST | 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.
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