2024-10-23T01:12:14-05:00 2023-12-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990PF 2023-01-01 275388874 GARY AND MARY WEST HEALTH POLICY CENTER INC GARY 2027298577 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 TIMOTHY LASH PRESIDENT 2027298577 2024-10-22 1 1 DIANA MCCUTCHEN P00545657 7144367100 2023 2024-10-15 13:58:12Z X 3318900 X 5774379 0 0 8422 0 8422 5782801 0 8422 393072 0 0 354806 1207270 0 0 1224238 214977 0 0 238795 10240 0 0 9799 29330 0 0 29330 1171792 0 0 937249 26731 0 0 332920 0 0 260135 99797 0 0 102103 36516 0 0 34406 127088 0 0 126695 3649733 0 0 3317556 2245353 1912004 5895086 0 0 5229560 -112285 0 8422 1052063 1480317 1480317 2723 187 2723 2723 62236 36779 36779 1293986 1180832 95212 113154 113154 1990947 1685927 1685927 3200645 3318900 3318900 3234345 3464885 3234345 3464885 X -175169 -371606 141469 225621 -33700 -145985 3200645 3318900 -33700 -112285 0 -145985 0 -145985 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 DC DE 1 1 1 0 0 1 WWW.WESTHEALTH.ORG SALLY HALLAK 8585357000 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 TIMOTHY LASH 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 CHAIRMAN/PRESIDENT 10.00 186298 16969 0 MARK MCCLELLAN 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 BOARD OF DIRECTORS 5.00 0 0 0 GARY WEST 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 BOARD OF DIRECTORS 5.00 0 0 0 NICK VALERIANI 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 BOARD OF DIRECTORS 5.00 0 0 0 SALLY HALLAK 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 SECRETARY/TREASURER/CFO 5.00 56922 6371 0 JONATHAN ZIFFERBLATT 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 CHIEF STRATEGY OFFICER 5.00 111587 14926 0 CRISTINA BOCCUTI 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 DIR. HEALTH POLICY 40.00 277050 43040 0 AMY HERR 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 DIR. HEALTH POLICY 40.00 206262 29851 0 CAROLINE PICHER 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 SENIOR RESEARCH ASSO 40.00 114440 13520 0 SEAN DICKSON THRU 31023 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 DIR. HEALTH POLICY 40.00 73089 4469 0 0 GARY AND MARY WEST MANAGEMENT COMPANY INC 4960 AVENIDA ENCINAS CARLSBAD CA 92008 MANAGEMENT SERVICES 574511 HART HEALTH STRATEGIES INC 611 PENNSLYVANIA AVENUE SE 393 WASHINGTON DC 20003 CONSULTANTS 281671 WAXMAN CONSULTING INC 1150 CONNECTICUT AVENUE NW SUITE 800 WASHINGTON DC 20036 CONSULTANTS 275000 ATI ADVISORY 3505 ALBERMARLE STREET NW WASHINGTON DC 20008 CONSULTANTS 135000 WILLIAM SCANLON 3055 CROSEN COURT OAK HILL VA 20171 CONSULTANTS 112200 2 SEE STATEMENT 11 4967281 0 0 1911327 0 1911327 0 0 1911327 28670 1882657 94133 X 5229560 0 0 5229560 2012-01-09 X 8422 3490 0 0 11912 7159 2967 0 0 10125 5229560 6826674 5780214 5920223 23756671 1912004 2343556 1554638 1687938 7498136 3317556 4483118 4225576 4232285 16258535 0 0 62755 70342 63945 68909 265951 0 0 0 0 X ALLIANCE FOR HEALTH POLICY 1225 19TH ST NW WASHINGTON DC 200362454 NONE PC DEVELOP AND EXECUTE EDUCATIONAL SERIES EXCLUSIVELY TO ADVANCE DIALOGUE ON HEALTH CARE COSTS AND AGING. 50000 AMERICAN SOCIETY ON AGING 605 MARKET STREET STE 1111 SAN FRANCISCO CA 94105 NONE PC PROVIDE YEAR-ROUND EDUCATIONAL PROGRAMS THAT ADDRESS MASTER PLANS FOR AGING (MPA), AMPLIFY MPA-RELATED THOUGHT LEADERSHIP AND CONVENE AN MPA NATIONAL SYMPOSIUM AT ASA'S NATIONAL MEMBERSHIP CONFERENCE, ON AGING. 29548 CENTER FOR HEALTH CARE STRATEGIES INC 200 AMERICAN METRO BLVD SUITE 119 HAMILTON NJ 08619 NONE PC SUPPORT THE DEVELOPMENT OF LEARNING COLLABORATIVE (DEVELOP CURRICULUM AND RELATED ISSUE BRIEF, RECRUIT STATES) TO PROMOTE THE DEVELOPMENT OF MASTER PLANS FOR AGING IN OTHER STATES. 321574 DUKE-MARGOLIS CENTER FOR HEALTH POLICY PO BOX 602651 CHARLOTTE NC 282602651 NONE PC ENGAGE IN RESEARCHING WAYS TO LOWER HEALTHCARE COSTS THROUGH RESEARCH, ANALYSIS, AND SUPPORT FOR NEW MODELS OF VALUE-BASED PAYMENTS, SYSTEMS REFORMS, PATIENT ENGAGEMENT, AND COST-EFFECTIVE RESEARCH. 313710 FAMILIES USA FOUNDATION INC 1225 NEW YORK AVE NW SUITE 800 WASHINGTON DC 20005 NONE PC ANALYZE DATA ON CONSUMER UNDERSTANDING OF HOSPITAL OUTPATIENT DEPARTMENT FEES AND SITE-NEUTRAL PAYMENT POLICIES. 150000 GRANTMAKERS IN AGING 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 NONE PC CONVENE AND FACILITATE A NEW FUNDERS COMMUNITY FOR THOSE WHO ARE EXPLORING, INITIATING, OR IMPLEMENTING STATE, REGIONAL, OR LOCAL MASTER PLANS ON AGING (MPA). 26375 HEALTH CARE COST INSTITUTE INC 1100 G STREET NW SUITE 600 WASHINGTON DC 20005 NONE POF PROVIDE ACCESS TO HCCI DATA ENCLAVE WHICH HOUSES DE-IDENTIFIED HEALTHCARE CLAIMS FOR INDIVIDUALS COVERED BY EMPLOYER-SPONSORED INSURANCE. COLLABORATION ON ISSUE BRIEFS DESCRIBING AND DOCUMENTING RISING HEALTH CARE PRICES IN THE U.S. 150000 LONG-TERM QUALITY ALLIANCE 601 MASSACHUSETTS AVENUE NW STE 520 WASHINGTON DC 20001 NONE PC LONG-TERM QUALITY ALLIANCE BUILDING MOMENTUM FOR A NATIONAL MULTISECTOR PLAN FOR AGING. ACTIVITIES INCLUDE STAKEHOLDER INTERVIEWS, SILO REVIEW, AND LANDSCAPE ANALYSIS. 12500 MEDICARE RIGHTS CENTER INC 266 W 37TH STREET 3RD FLOOR NEW YORK NY 10018 NONE PC OBTAIN TECHNICAL ASSISTANCE AND EDUCATION ON WAYS FOR STATES TO EXPAND ELIGIBILITY AND ENROLLMENT IN THE MEDICARE SAVINGS PROGRAMS TO LOWER PREMIUMS AND OUT-OF-POCKET COSTS FOR LOWER-INCOME MEDICARE BENEFICIARIES. 50000 NATIONAL ACADEMY OF SOCIAL INSURANCE 1441 L ST NW SUITE 530 WASHINGTON DC 20005 NONE PC UPDATE PUBLICLY-USED WEB-BASED INFORMATION ON MEDICARE BENEFICIARY COST SHARING, MEDICARE SAVINGS PROGRAMS, MEDICALLY-NECESSARY DENTAL COVERAGE, AND PART D BENEFITS. 27000 NATIONAL PACE ASSOCIATION (NPA) 675 N WASHINGTON ST STE 300 ALEXANDRIA VA 22314 NONE PC THE NATIONAL PACE ASSOCIATION (NPA) ADVANCES THE EFFORTS OF PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). PACE PROGRAMS COORDINATE AND PROVIDE ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES FOR SENIORS. 132628 PATIENTS FOR AFFORDABLE DRUGS INC 1155 15TH ST NW STE 500 WASHINGTON DC 20005 NONE PC DEVELOP AND IMPLEMENT A PILOT RECRUITMENT STRATEGY FOR IDENTIFYING AND ENGAGING PATIENTS FROM COMMUNITIES WHO ARE DISPROPORTIONATELY HARMED BY HIGH DRUG PRICES FOR USE TO EDUCATE AND AMPLIFY VOICES. 40000 PURCHASER BUSINESS GROUP ON HEALTH 275 BATTERY STREET SUITE 480 SAN FRANCISCO CA 94111 NONE PC CONDUCT POLICY-RELATED ANALYSIS AND ACTIVITIES ON PRESCRIPTION DRUG REIMBURSEMENT, COST, COVERAGE, SPENDING, AND ACCESS IN COLLABORATION WITH THE EMPLOYERS PRESCRIPTION FOR AFFORDABLE DRUGS (EMPLOYERSRX). 135000 RESEARCH FOUNDATION FOR MENTAL HYGIENE INC 150 BROADWAY STE 301 MENANDS NY 12204 NONE PC PROVIDE SUPPORT OF THE ANNUAL HEALTH AND AGING POLICY FELLOWS BY COORDINATING TARGETED WORKING SESSIONS RELATED TO EXPLORING AGING POLICY ISSUES. 200000 T1INTERNATIONAL USA PO BOX 13344 PORTLAND OR 97213 NONE PC RESEARCH THE CURRENT LANDSCAPE AT THE STATE AND FEDERAL LEVEL REGARDING POLICIES TO INCREASE INSULIN AFFORDABILITY AND ACCESS, INCLUDING THE IMPACT OF BIOSIMILAR INSULIN. DEVELOP MODEL POLICIES AND DISSEMINATE THOSE POLICY IDEAS. 65000 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 920930967 NONE PC STUDY TO ESTIMATE DRUG PRICING DYNAMICS AMONG COMPETING BRAND PRODUCTS, DRUGS ELIGIBLE FOR MEDICARE NEGOTIATION, AND ESTIMATE CHANGES IN BRAND DRUG PRICES THROUGHOUT THE LIFECYCLE. 158669 TRADEOFFS INC 424 SOUTH 47TH STREET PHILADELPHIA PA 19143 NONE PC COLLABORATION ON MEDIA PROJECT INVESTIGATING DRUG COSTS, HOSPITAL COSTS, AND LOW VALUE CARE. 50000 1912004 AMERICAN SOCIETY ON AGING 605 MARKET STREET STE 1111 SAN FRANCISCO CA 94105 NONE PC PROVIDE YEAR-ROUND EDUCATIONAL PROGRAMS THAT ADDRESS MASTER PLANS FOR AGING (MPA), AMPLIFY MPA-RELATED THOUGHT LEADERSHIP AND CONVENE AN MPA NATIONAL SYMPOSIUM AT ASA'S NATIONAL MEMBERSHIP CONFERENCE, ON AGING. 8825 CENTER FOR HEALTH CARE STRATEGIES INC 200 AMERICAN METRO BLVD SUITE 119 HAMILTON NJ 08619 NONE PC SUPPORT THE DEVELOPMENT OF LEARNING COLLABORATIVE (DEVELOP CURRICULUM AND RELATED ISSUE BRIEF, RECRUIT STATES) TO PROMOTE THE DEVELOPMENT OF MASTER PLANS FOR AGING IN OTHER STATES. 60000 COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET 1900 M STREET NW STE 850 WASHINGTON DC 20036 NONE PC ANALYSIS OF POLICY OPTIONS TO LOWER HEALTH CARE SPENDING IN THE U.S. AS PART OF THE HEALTH SAVERS INITIATIVE. 120000 DUKE-MARGOLIS CENTER FOR HEALTH POLICY PO BOX 602651 CHARLOTTE NC 282602651 NONE PC ENGAGE IN RESEARCHING WAYS TO LOWER HEALTHCARE COSTS THROUGH RESEARCH, ANALYSIS, AND SUPPORT FOR NEW MODELS OF VALUE-BASED PAYMENTS, SYSTEMS REFORMS, PATIENT ENGAGEMENT, AND COST-EFFECTIVE RESEARCH. 80423 FAMILIES USA FOUNDATION INC 1225 NEW YORK AVE NW SUITE 800 WASHINGTON DC 20005 NONE PC ANALYZE DATA ON CONSUMER UNDERSTANDING OF HOSPITAL OUTPATIENT DEPARTMENT FEES AND SITE-NEUTRAL PAYMENT POLICIES. 175000 GRANTMAKERS IN AGING 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 NONE PC CONVENE AND FACILITATE A NEW FUNDERS COMMUNITY FOR THOSE WHO ARE EXPLORING, INITIATING, OR IMPLEMENTING STATE, REGIONAL, OR LOCAL MASTER PLANS ON AGING (MPA). 8500 LONG-TERM QUALITY ALLIANCE 601 MASSACHUSETTS AVENUE NW STE 520 WASHINGTON DC 20001 NONE PC LONG-TERM QUALITY ALLIANCE BUILDING MOMENTUM FOR A NATIONAL MULTISECTOR PLAN FOR AGING. ACTIVITIES INCLUDE STAKEHOLDER INTERVIEWS, SILO REVIEW, AND LANDSCAPE ANALYSIS. 12500 MEDICARE RIGHTS CENTER INC 266 W 37TH STREET 3RD FLOOR NEW YORK NY 10018 NONE PC OBTAIN TECHNICAL ASSISTANCE AND EDUCATION ON WAYS FOR STATES TO EXPAND ELIGIBILITY AND ENROLLMENT IN THE MEDICARE SAVINGS PROGRAMS TO LOWER PREMIUMS AND OUT-OF-POCKET COSTS FOR LOWER-INCOME MEDICARE BENEFICIARIES. 80000 NATIONAL ALLIANCE FOR CAREGIVING 1730 RHODE ISLAND AVE NW SUITE 812 WASHINGTON DC 20036 NONE PC PREPARE A PLAYBOOK ABOUT HOW THE RAISE NATIONAL STRATEGY WAS DEVELOPED, IMPLEMENTED TO INFORM TACTICS AND FOUNDATIONAL ELEMENTS THAT CAN TAKE PLACE TO ADVANCE THE DEVELOPMENT AND ADOPTION OF MULTI-SECTOR PLANS ON AGING. 18000 NATIONAL PACE ASSOCIATION (NPA) 675 N WASHINGTON ST STE 300 ALEXANDRIA VA 22314 NONE PC THE NATIONAL PACE ASSOCIATION (NPA) ADVANCES THE EFFORTS OF PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). PACE PROGRAMS COORDINATE AND PROVIDE ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES FOR SENIORS. 68464 PATIENTS FOR AFFORDABLE DRUGS INC 1155 15TH ST NW STE 500 WASHINGTON DC 20005 NONE PC DEVELOP AND IMPLEMENT A PILOT RECRUITMENT STRATEGY FOR IDENTIFYING AND ENGAGING PATIENTS FROM COMMUNITIES WHO ARE DISPROPORTIONATELY HARMED BY HIGH DRUG PRICES FOR USE TO EDUCATE AND AMPLIFY VOICES. 30000 PURCHASER BUSINESS GROUP ON HEALTH 275 BATTERY STREET SUITE 480 SAN FRANCISCO CA 94111 NONE PC CONDUCT POLICY-RELATED ANALYSIS AND ACTIVITIES ON PRESCRIPTION DRUG REIMBURSEMENT, COST, COVERAGE, SPENDING, AND ACCESS IN COLLABORATION WITH THE EMPLOYERS PRESCRIPTION FOR AFFORDABLE DRUGS (EMPLOYERSRX). 20000 TRADEOFFS INC 424 SOUTH 47TH STREET PHILADELPHIA PA 19143 NONE PC COLLABORATION ON MEDIA PROJECT INVESTIGATING HEALTHCARE COSTS AND SUPPLEMENTAL RESOURCES ON GENERIC DRUG MARKET POLICY ISSUES. 90000 771712 MISCELLANEOUS INCOME 1883 COMMON AREA MAINTENANCE REFUND 6539 0 0 8422 8422 7 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 X X 1 GARY AND MARY WEST CHARITABLE TRUST 10350 N TORREY PINES RD LA JOLLA CA 92037 5774379 X ACCOUNTING FEES 29330 0 0 29330 HEALTH CARE COST INSTITUTE INC 1100 G STREET NW SUITE 600 WASHINGTON DC 20005 2023-01-01 150000 PROVIDE ACCESS TO HCCI DATA ENCLAVE WHICH HOUSES DE-IDENTIFIED HEALTHCARE CLAIMS FOR INDIVIDUALS COVERED BY EMPLOYER-SPONSORED INSURANCE. COLLABORATE ON ISSUE BRIEFS DESCRIBING AND DOCUMENTING RISING HEALTH CARE PRICES IN THE U.S. 150000 NONE 5/24/24 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE INFORMATION FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A IN 2023, THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. ("WHPC OR "POLICY CENTER") CONTINUED TO MAKE PROGRESS ON ADVANCING THE MISSION OF LOWERING THE COST OF HEALTHCARE TO ENABLE SENIORS TO SUCCESSFULLY AGE IN PLACE WITH ACCESS TO HIGH-QUALITY, AFFORDABLE HEALTH AND SUPPORT SERVICES THAT PRESERVE AND PROTECT THEIR DIGNITY, QUALITY OF LIFE AND INDEPENDENCE. THE POLICY CENTER'S EFFORTS ARE NONPARTISAN AND STRATEGICALLY ALIGNED TO THE GARY AND MARY WEST HEALTH INSTITUTE ("WHI"). THROUGHOUT 2023, WHPC ENGAGED IN SUPPORTIVE RESEARCH AND ANALYSIS OF POLICY PROPOSALS TO LOWER HEALTHCARE SPENDING AND IMPLEMENT ALTERNATIVE, VALUE-BASED HEALTHCARE DELIVERY AND PAYMENT MODELS AIMED AT IMPROVING THE QUALITY AND AFFORDABILITY OF CARE, PARTICULARLY FOR OUR FASTGROWING AND DIVERSE POPULATION OF SENIORS. THE POLICY CENTER'S MAIN PRIORITIES FOR 2023 WERE TO SUPPORT WORK IN SERVICE OF:1) LOWERING HEALTHCARE COSTS/SPENDING, 2) IMPROVING GERIATRIC CARE AND SUCCESSFUL AGING, AND 3) SEEKING OUT AND LEVERAGING OPPORTUNITIES TO FURTHER WEST HEALTH PRIORITIES INTERNALLY AND EXTERNALLY.ACTIVITIES:LOWER HEALTHCARE COSTSGIVEN THE SERIOUS AND URGENT NATURE OF RISING HEALTHCARE COSTS, WHPC FOCUSED INTENSELY ON THIS ISSUE IN 2023. THE RISING COST OF HEALTHCARE IS A GROWING ECONOMIC AND PUBLIC HEALTH CRISIS THAT HURTS THE U.S. ECONOMY, THREATENS INDIVIDUAL FINANCIAL SECURITY, COMPROMISES CARE, AND REDUCES PATIENT ACCESS. EXCESSIVE SPENDING ON HEALTHCARE PLACES SIGNIFICANT BURDENS ON AMERICAN BUSINESSES AND FAMILY BUDGETS AND ENDANGERS THE FUNDING OF VITAL PROGRAMS SUCH AS MEDICARE AND MEDICAID. RISING COSTS FOR MEDICAL TESTS AND PROCEDURES, PHYSICIAN VISITS, AND HOSPITAL SERVICES DUE TO AN OUTDATED FEE-FOR-SERVICE PAYMENT MODEL THAT REWARDS VOLUME OVER VALUE AND MARKET FAILURES THAT ALLOW EXORBITANT PRICES FOR SERVICES AND PRODUCTS, HAVE MADE HEALTHCARE EXTREMELY EXPENSIVE LEAVING PATIENTS WITH LESS COVERAGE, MORE OUT-OF-POCKET COSTS, AND RISING PREMIUMS.RAISE AWARENESS OF SPENDING CRISIS AND URGENCYTO FOCUS THE ATTENTION OF POLICYMAKERS, ADMINISTRATORS, THE BUSINESS COMMUNITY, AND THE GENERAL PUBLIC ON THE HEALTHCARE CRISIS, WHPC CONTINUED TO UNDERTAKE A VARIETY OF KEY PUBLIC AND POLICYMAKER AWARENESS STRATEGIES IN 2023. THESE STRATEGIES INCLUDED CONTINUING OUR HIGHLY SUCCESSFUL POLLING ACTIVITIES WITH GALLUP AND OTHERS (IN CONJUNCTION WITH WEST HEALTH INSTITUTE) WHICH HAS REVEALED THE FAILING GRADES GIVEN TO THE US HEALTHCARE SYSTEM BY THE PUBLIC AND THE UNACCEPTABLE RESULTS (INCLUDING ECONOMIC HARDSHIP, WORSENING MEDICAL CONDITIONS, AND DEATH) OF HIGH HEALTHCARE COSTS. IN 2023, WE RELEASED ALARMING SURVEY RESULTS SHOWING CONSUMER FEARS ABOUT THE SAFETY AND QUALITY OF CARE IN NURSING HOMES. WE ALSO RELEASED THE WEST HEALTH-GALLUP DATA DASHBOARD, WHICH SERVES AS A TOOL FOR ELECTED OFFICIALS, POLICYMAKERS, AND THE PUBLIC TO BETTER UNDERSTAND THE CHANGING ATTITUDES AND BEHAVIORS TOWARD HEALTHCARE, AND WHAT NEEDS TO BE DONE TO AVOID PUTTING THE HEALTH OF MILLIONS OF AMERICANS AT RISK. WE ALSO CONTINUED WITH OUR PROVEN EFFORTS TO PREPARE WELL-CRAFTED, INCISIVE WHPC ISSUE BRIEFS, USED PUBLIC-FACING MEDIA AND COMMUNICATIONS PLATFORMS, AND DISSEMINATED WHPC'S HEALTHCARE SPENDING EXPERTISE THROUGH NATIONWIDE SPEAKING ENGAGEMENTS. OUR ONGOING COLLABORATION WITH FAMILIES USA BROUGHT ATTENTION TO STORIES OF PEOPLE DIRECTLY AFFECTED BY THE HIGH BURDEN OF DRUG COSTS AND HOSPITAL BILLS AND PLACES A HUMAN FACE ON HEALTH COST TOXICITY. THROUGHOUT THIS WORK, WE HAVE CONTINUED TO ENSURE WE ANALYZE DATA AND PRESENT INFORMATION THROUGH THE LENS OF DIVERSITY, EQUITY, & INCLUSION.DEVELOP RESEARCH THAT SUPPORTS ACTIONABLE POLICIES TO SPENDING ON MEDICAL SERVICES AND PRESCRIPTION DRUGSSTRATEGIES TO REDUCE THE RISING COST OF HEALTH CARE, INCLUDING PHARMACEUTICALS, WERE A KEY COMPONENT OF OUR POLICY WORK IN 2023. MAJOR POLICY INITIATIVES OF FOCUS INCLUDED EXPOSING THE ARBITRAGE NATURE OF HOSPITAL FACILITY FEES BEING CHARGED FOR SIMPLE PHYSICIAN SERVICES. WHPC PARTNERED WITH THE GEORGETOWN CENTER FOR HEALTH INSURANCE REFORM (CHIR) TO CREATE A REPORT DETAILING CURRENT STATE ACTIONS TO PROTECT CONSUMERS FROM UNNECESSARY FACILITY FEES. ALONG WITH THE REPORT, WHPC AND CHIR ALSO DEVELOPED ADDITIONAL RESOURCES FOR STATE AND FEDERAL POLICYMAKERS TO QUICKLY UNDERSTAND THE PROS AND CONS OF DIFFERENT POLICY APPROACHES TO FACILITY FEE PROTECTIONS. WHPC ALSO PARTNERED WITH FAMILIES USA TO DEVELOP A MESSAGING GUIDE FOR FEDERAL POLICYMAKERS ON HOW THE AFFORDABILITY ISSUE HARMS CONSUMERS. ADDITIONAL WORK WITH THE COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET (CRFB) AND ARNOLD VENTURES (AV) PROMOTED FINDINGS AND POLICY RECOMMENDATIONS IN OUR HEALTH SAVERS INITIATIVE, INCLUDING WORK THAT REVEALED THE MONOPOLISTIC PROVIDER PRACTICES THAT RESULT IN OVERPAYMENTS, SUCH AS HIGH HOSPITAL OUTPATIENT DEPARTMENT CHARGES FOR LOW-RESOURCE SERVICES AND SERVICES THAT ARE PERFORMED IN OFFICE BUILDINGS RELABELED AS HOSPITAL OUTPATIENT DEPARTMENTS BY OWNERSHIP. WE CONTINUED OUR FOCUS ON REDUCING THE RISING COST OF PRESCRIPTION DRUGS. GIVEN OUR SUCCESS PROVIDING RESEARCH INFORMATION THAT WAS LEVERAGED BY OTHERS IN ENABLING THE ENACTMENT OF MEDICARE NEGOTIATION AND LIMITS ON DRUG PRICE INCREASES (VIA PASSAGE OF THE INFLATION REDUCTION ACT), WE CONTINUED TO FOCUS OUR WORK ON PRODUCING TIMELY, ACTIONABLE INFORMATION. WE ALSO ENGAGED ANALYSIS AND CONVENED ROUNDTABLE DISCUSSIONS AROUND REFORMS TO THE PHARMACY BENEFIT MANAGER (PBM) SYSTEM TO FIND POLICIES THAT BOTH PROTECT THEIR ABILITY TO NEGOTIATE DISCOUNTS WHILE ENSURING THAT THOSE DISCOUNTS ARE PASSED TO PAYERS AND PATIENTS. ALSO IN 2023, WE UPDATED OUR PUBLIC-FACING MATERIALS TO HIGHLIGHT MODELS OF REFORMS IN THE FOOD AND DRUG ADMINISTRATION'S (FDA'S) APPROVAL PROCESSES TO SPEED GENERIC AND BIOSIMILAR MARKET ENTRY, ADDRESSING THE ROLE OF INTELLECTUAL PROPERTY IN DELAYING ENTRY OF LOWER-COST PRODUCTS. ADDITIONALLY, CO-AUTHORED WORK WITH THE UNIVERSITY OF CALIFORNIA SAN DIEGO SKAGGS SCHOOL OF PHARMACY RAISED CONCERNS ABOUT PRICING PRACTICES FOR VERTICALLY INTEGRATED PBMS AND PHARMACIES, AND CAUGHT THE ATTENTION OF THE SENATE FINANCE COMMITTEE, RESULTING IN OUR RESEARCH BEING DISCUSSED AT A CONGRESSIONAL HEARING IN 2023.DEVELOP ACTIONABLE POLICIES TO REDUCE VOLUME INCENTIVES IN FEE-FOR-SERVICETHE POLICY CENTER REMAINS COMMITTED TO ADVANCING VALUE-BASED CARE (VBC), WHICH INCORPORATES RISK FOR BOTH HEALTH AND SPENDING OUTCOMES INTO PAYMENT RATES AND HAS THE POTENTIAL TO REDUCE MANY OF THE VOLUME-BASED, FEE-FOR-SERVICE, FINANCIAL INCENTIVES THAT ARE DRIVING UP PER-CAPITA HEALTHCARE COSTS. BUILDING FROM LEARNINGS IN PREVIOUS YEARS, WHPC AND THE WEST HEALTH INSTITUTE (WHI) CONTINUED PARTNERING WITH THE DUKE-MARGOLIS CENTER FOR HEALTH POLICY IN 2023 TO PURSUE ACTIONABLE STRATEGIES TO SPREAD AND SCALE VALUE-BASED CARE ACROSS THE COUNTRY. THIS COLLABORATION IDENTIFIED OPPORTUNITIES TO EXPAND HOME-BASED CARE IN MEDICARE AND THROUGH CENTERS FOR MEDICARE AND MEDICAID INNOVATION (CMMI) MODELS. THE IMPORTANCE OF THIS WORK WAS HIGHLIGHTED IN A PUBLIC CONVENING, JOINTLY HOSTED BY WEST HEALTH AND DUKE-MARGOLIS: THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) HAS SET A BOLD VISION TO TRANSITION ALL TRADITIONAL MEDICARE AND MEDICARE ADVANTAGE BENEFICIARIES INTO ACCOUNTABLE CARE RELATIONSHIPS BY 2030. IN CONJUNCTION WITH THIS DIRECTIVE, THE DUKE-MARGOLIS TEAM, IN PARTNERSHIP WITH WEST HEALTH, PROVIDED INSIGHTFUL TECHNICAL ASSISTANCE TO CMS IN 2023 AS THEY DESIGNED NEW VALUE-BASED MODELS OF CARE.ADDITIONALLY, WHPC'S COLLABORATION WITH THE PURCHASER BUSINESS GROUP ON HEALTH (PBGH) IN 2023 YIELDED VALUABLE LEARNINGS FROM REGIONAL PILOTS THAT ARE WORKING WITH MAJOR HEALTHCARE PURCHASERS (SPECIFICALLY, LARGE EMPLOYERS) TO ALIGN THEIR PRIMARY CARE CONTRACTS ON BENEFIT DESIGN, QUALITY MEASUREMENT, AND PAYMENT METHODOLOGY. HIGHLIGHT THE NEED FOR TRANSPARENCY IN THE HEALTH CARE SYSTEMTRANSPARENCY, IN A VARIETY OF CONTEXTS, IS A VITAL COMPONENT OF ADDRESSING EXORBITANT HEALTHCARE COSTS. OUR WORK ASSESSING HIGH PRICES IN CALIFORNIA HOSPITALS CONTINUES TO GENERATE IMPACT, AND WHPC IS EXPLORING FURTHER WORK TO MAKE THIS INFORMATION ACCESSIBLE TO OTHER RESEARCHERS AND THE MEDIA LOOKING TO COMPARE PRICES IN THEIR COUNTY. IN COLLABORATION WITH THE HEALTH CARE COST INSTITUTE (HCCI), WHPC HAS CONTINUED ANALYZING LARGE AMOUNTS OF COMMERCIAL CLAIMS DATA TO ANALYZE AND EXPOSE THE EXCESSIVE PRICES THAT MANY PROVIDERS CHARGE, EXPLOITING THE MARKET FAILURES THAT EXIST IN THE U.S. HEALTHCARE SYSTEM. IN 2023, HCCI AND WEST HEALTH CO-AUTHORED AN ISSUE BRIEF THAT PROVIDED 10 FAQS ON HOW SELF-INSURED EMPLOYERS FACE HIGHER PRICES FOR COMMON MEDICAL SERVICES THAN FULLY-INSURED EMPLOYERS, DESPITE THE INCENTIVES FOR SELF-INSURED EMPLOYERS TO NEGOTIATE LOWER PRICES. THE FAQS EXPLORE POTENTIAL BARRIERS TO LOWER PRICES AND WAYS THAT EMPLOYERS AND POLICYMAKERS COULD ENGAGE MORE TO LOWER HEALTHCARE SPENDING ON EMPLOYER-BASED INSURANCE.SUCCESSFUL AGINGWHI AND WHPC HAVE LAUNCHED NUMEROUS INNOVATIVE COLLABORATIVE PROJECTS WITH EXPERIENCED AND TALENTED PARTNERS SUPPORTING SUCCESSFUL AGING. THESE PROJECTS HAVE HAD SUBSTANTIAL IMPACT BOTH ON THE INDIVIDUALS SERVED BY THE PROJECTS AND, BY STUDYING, DEFINING, AND ESTABLISHING NEW STANDARDS FOR IMPROVED CARE AND AGING MODELS FOR OLDER ADULTS, THE NATION. WHPC WILL CONTINUE TO TRACK STATE AND FEDERAL POLICIES THAT GUIDE CURRENT AND FUTURE PROJECTS ON THE COST OF CARE AND SUCCESSFUL AGING. IN 2023, WHPC CONTINUED TO IDENTIFY AND PROVIDE INFORMATION AND INSIGHTS THAT SUPPORT POLICIES THAT ENABLE THE ORGANIZATIONAL GOAL OF SUCCESSFUL AGING AS EMBODIED IN OUR MISSION TO ALLOW SENIORS TO INDEPENDENTLY AGE IN PLACE IN THEIR HOMES AND COMMUNITIES WITH THE HIGH QUALITY OF LIFE THEY DESER ELECTIONS SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. LEASEHOLD/TENANT IMPROVEMENTS 358190 350224 7966 7966 FURNITURE & FIXTURES 364364 303594 60770 60770 COMPUTER/PHONE EQUIPMENT 452149 431247 20902 20902 INTANGIBLE ASSET 119283 95767 23516 23516 LEGAL FEES 10240 0 0 9799 LEASE/RENT DEPOSIT 52944 52944 52944 OPERATING LEASE RIGHT-OF-USE ASSET 1938003 1632983 1632983 BUILDING MAINTENANCE 4616 0 0 4616 OFFICE EQUIPMENT & WIRELESS 68220 0 0 65582 OFFICE SUPPLIES 916 0 0 894 MEALS AND ENTERTAINMENT 10288 0 0 10515 INSURANCE 7317 0 0 11328 PAYROLL PROCESSING FEES 6165 0 0 5649 EE MORALE/WELFARE 8177 0 0 7419 OTHER EXPENSES 4766 0 0 4129 POSTAGE/COURIER/MAIL SERVICE 1674 0 0 1674 DUES AND MEMBERSHIPS 1173 0 0 1805 LICENSES & PERMITS 692 0 0 0 EVENT SPONSORSHIP 7253 0 0 7253 PROGRAM COMMUNICATIONS 343 0 0 343 PROPERTY TAXES 5488 0 0 5488 MISCELLANEOUS INCOME 1883 1883 COMMON AREA MAINTENANCE REFUND 6539 6539 MANAGEMENT/ADMINISTRATIVE SERVICES 32458 0 0 32458 CONTRACTORS 1093636 0 0 864120 IT/WEB CONSULTANT SERVICE FEES 45698 0 0 40671 GARY AND MARY WEST CHARITABLE TRUST 10350 N TORREY PINES ROAD LA JOLLA CA 92037