2024-11-15T10:45:16-06:00 2023-12-31 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2023-01-01 823871397 Whitman-Walker Institute Inc % JENNIFER MAHER WHIT 2027457000 1201 Sycamore Drive SE Washington DC 20032 KELLAN BAKER EXECUTIVE DIRECTOR 2027973500 2024-11-14 true true Marc Berger P01871563 7038930600 2024-11-13 2023 2024-10-15 13:58:12Z KELLAN BAKER 1201 Sycamore Drive SE Washington DC 20032 7024479 false X WWW.WHITMANWALKERIMPACT.ORG X 2017 DC SEE SCHEDULE O 8 8 0 8 0 0 5069799 6273716 763906 737363 0 0 0 13400 5833705 7024479 0 0 0 0 4952498 5372732 0 0 0 2214537 3588672 7167035 8961404 -1333330 -1936925 2573252 2573225 7033957 9214475 -4460705 -6641250 X WHITMAN-WALKER INSTITUTE EXPANDS THE BODY OF KNOWLEDGE NEEDED TO STRENGTHEN OUR PROGRAM FOUNDATION OF CARE, ADVOCACY, RESEARCH, AND EDUCATION. 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THE FOLLOWING FOOTNOTE REGARDING LIABILITY FOR UNCERTIAN TAX POSITIONS (FIN 48) IS FOUND IN THIS CONSOLIDATED REPORT. WHITMAN WALKER HEALTH SYSTEM, INC., WHITMAN-WALKER FOUNDATION, WHITMAN-WALKER INSTITUTE, AND THE QALICB ARE NONPROFIT CORPORATIONS AS DESCRIBED IN SECTION 501 (C)(3) AND WHITMAN-WALKER REAL PROPERTY HOLDINGS CO. IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM DISTRICT OF COLUMBIA FRANCHISE, SALES AND USE, AND PROPERTY TAXES. WWHS IS SUBJECT TO FEDERAL OR STATE INCOME TAXES ON ITS UNRELATED BUSINESS INCOME, IF ANY. WWHS DETERMINES WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED WWHS' TAX POSITIONS AND CONCLUDED THAT WWHS HAS TAKEN NO UNCERTAIN TAX POSITIONS NOR ARE THERE ANY RELATED PENALTIES AND INTEREST THAT REQUIRE ADJUSTMENT TO THE ACCOMPANYING FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WWHS IS SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS SINCE INCEPTION. X false false false false false false false false false KELLAN BAKER EXECUTIVE DIRECTOR & CLO 215137 0 0 0 540 0 6454 0 15387 0 237518 0 0 0 RUPA PATEL CLINICAL SCIENTIST 160668 0 0 0 641 0 4137 0 12174 0 177620 0 0 0 ALLISON TALEN RESEARCH SCIENTIST 132336 0 0 0 371 0 3811 0 21320 0 157838 0 0 0 MEGAN DIETERICH RESEARCH CLINICIAN 128406 0 0 0 603 0 9956 0 38577 0 177542 0 0 0 CINDY LEWIN CEO (INTERIM) (AS OF 04/23) 10923 218797 0 0 0 4858 0 0 0 0 10923 223655 0 0 CHRISTOPHER HOLLEMAN FINANCIAL SENIOR DIRECTOR 0 207766 0 9900 0 2322 0 17413 0 38577 0 275978 0 0 JENNIFER MAHER CHIEF FINANCIAL OFFICER 0 240000 0 500 0 2322 0 0 0 38580 0 281402 0 0 KATHERINE WATSON GENERAL COUNSEL (AS OF 04/23) 20313 154062 0 15000 0 540 0 0 0 0 20313 169602 0 0 BETH CASEMAN GENERAL COUNSEL (THRU 04/23) 8464 131204 0 20000 0 717 0 2641 0 20854 8464 175416 0 0 FORM 990, PART I, LINE 1: WHITMAN-WALKER INSTITUTE SERVES AS THE KNOWLEDGE AND SCIENCE ARM OF THE HEALTH SYSTEM. THE INSTITUTE PROVIDES CLINCAL AND PUBLIC HEALTH EDUCATION TO HEALTH CARE PRACTIONERS AND COMMUNITY ORGANIZATIONS AND EXPRESSES ITS VIEWS ON POLICY AND ADVOCACY ISSUES THAT IMPACT METRO WASHINGTON'S LGBTQ COMMUNITIES. WHITMAN-WALKER INSTITUTE EXPANDS THE BODY OF KNOWLEDGE NEEDED TO STRENGTHEN OUR PROGRAM FOUNDATION OF CARE, ADVOCACY, RESEARCH, AND EDUCATION. THROUGH SUCH LEARNING, WE EMPOWER ALL PERSONS TO LIVE HEALTHLY, LOVE OPENLY, AND ACHIEVE EQUALITY AND INCLUSION. FORM 990, PART VI, SECTION A, LINE 6: WHITMAN WALKER HEALTH SYSTEM ELECTS AND MAY REMOVE THE DIRECTORS, THE EXECUTIVE DIRECTOR, AND THE CHAIR OF THE BOARD OF THE CORPORATION. WWHS FORMULATES AND IMPLEMENTS STRATEGIC PLANNING AND FINANCIAL MANAGEMENT, AND SELECTS A FISCAL AUDITOR ON BEHALF OF THE CORPORATION. THE CORPORATION MAY NOT, WITHOUT THE PRIOR APPROVAL OF WWHS, TAKE ANY OF THE FOLLOWING ACTIONS: I) EXPENDITURE OR DIVESTITURE OF THE CORPORATION'S CAPITAL ASSETS; II) INCURRENCE OR GUARANTEE OF DEBT; III) EXPENDITURE IN ANY AMOUNT IN EXCESS OF THE CORPORATION'S APPROVED ANNUAL OPERATING BUDGET; IV) DISSOLUTION OR LIQUIDATION OF THE CORPORATION; V) CREATION, DISSOLUTION, OR DIVESTITURE BY THE CORPORATION OF ANY SUBSIDIARY, PARTNERSHIP, OR LLC; VI) AMENDMENT OF THE CORPORATION'S ARTICLES OR BYLAWS; VII) ANY OTHER FUNDAMENTAL TRANSACTION, AS DEFINED IN THE DISTRICT OF COLUMBIA NONPROFIT CORPORATION ACT. FORM 990, PART VI, SECTION A, LINES 7A AND 7B: WHITMAN-WALKER HEALTH SYSTEM, AS THE CORPORATION'S SOLE MEMBER, HAS THE ABILITY TO APPOINT AND REMOVE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B: THE 990 IS REVIEWED BY THE AUDIT AND COMPLIANCE CHAIR AND BOARD TREASURER. PRIOR TO BEING FILED, IT IS DISTRIBUTED ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES TO ANNUALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND MONITORS POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A: THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS ESTABLISHED BY THE INSTITUTE'S CORPORATE PARENT, WHITMAN-WALKER HEALTH SYSTEM, USING COMPARABILITY DATA OBTAINED FROM FORM 990S OF OTHER NONPROFIT ORGANIZATIONS OF SIMILAR SIZE, SCOPE, AND GEOGRAPHIC REGION. COMPENSATION OF KEY EMPLOYEES OF THE INSTITUTE IS DETERMINED BY ITS RELATED AFFILIATE UTILIZING COMPENSATION INFORMATION PUBLISHED BY THE ECONOMIC RESEARCH INSTITUTE, WHICH IS UPDATED QUARTERLY, AS WELL AS SALARY SURVEYS FROM THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS. FORM 990, PART VI, SECTION B, LINE 15B: THE COMPENSATION OF KEY EMPLOYEES IS DETERMINED BY UTILIZING COMPENSATION SOFTWARE PUBLISHED BY THE ECONOMIC RESEARCH INSTITUTE, WHICH IS UPDATED QUARTERLY, AS WELL AS SALARY SURVEYS FROM THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:1135708 WHITMAN-WALKER HEALTH SYSTEM 1201 Sycamore Drive SE WASHINGTON DC 20032 823842638 HEALTH CARE DC 501(C)(3) 12, II NA false WHITMAN-WALKER FOUNDATION 1201 Sycamore Drive SE WASHINGTON DC 20032 823889980 SUPPORT DC 501(C)(3) 7 WWHS Inc false WWHS REAL PROPERTY HOLDINGS INC 1201 Sycamore Drive SE WASHINGTON DC 20032 823907507 TITLE HLDG. 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