Nonprofit · EIN 84-4147678
HIV AND HEPATITIS POLICY INSTITUTE
Tax-exempt · WASHINGTON, DC 20009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,275,492 | $1,237,114 | $38,378 | $1,136,070 | $0 | $1,136,070 |
| December 31, 2023 | 990 | $1,313,570 | $1,037,874 | $275,696 | $1,097,692 | $0 | $1,097,692 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,262,500
- Membership dues
- $797,500
- Program service revenue
- $0
- Investment income
- $12,992
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $271,247
- Other salaries and wages
- $331,064
- Salaries, compensation and benefits (total)
- $728,782
- Professional fundraising fees
- $0
- Legal fees
- $4,370
- Accounting fees
- $9,494
- Occupancy
- $3,398
- Travel
- $8,596
- Program services (functional)
- $1,072,068
- Management and general (functional)
- $148,607
- Fundraising (functional)
- $16,439
Balance sheet and other
- Total assets, start of year
- $1,097,692
- Total assets, end of year
- $1,136,070
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,136,070
- Net assets without donor restrictions
- $1,136,070
- Gross receipts
- $1,275,492
- Employees
- 6
- Year formed
- 2019
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARL E SCHMID II | PRESIDENT/EX Trustee or director, Officer | 60 | $271,247 | $29,155 |
| KEVIN HERWIG | HEALTH POLIC Highest-paid employee | 40 | $135,000 | $19,563 |
| ERIN DARLING | DIRECTOR Trustee or director | – | $0 | $0 |
| MARC MEACHEM | DIRECTOR Trustee or director | – | $0 | $0 |
| JUSTIN C SMITH MS MPH | SECRETARY/DI Trustee or director, Officer | – | $0 | $0 |
| RAFAELE NARVAEZ | DIRECTOR Trustee or director | – | $0 | $0 |
| REKHA RAMESH | TREASURER/DI Trustee or director, Officer | – | $0 | $0 |
| ANDREW SPERLING | VICE PRESIDE Trustee or director | – | $0 | $0 |
| PAM TRAXEL | DIRECTOR Trustee or director | – | $0 | $0 |
| STEVEN R YOUNG | DIRECTOR Trustee or director | – | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARL E SCHMID II | PRESIDENT/EX Trustee or director, Officer | 60 | $256,758 | $48,243 |
| KEVIN HERWIG | HEALTH POLIC Highest-paid employee | 40 | $125,000 | $16,963 |
| ERIN DARLING | DIRECTOR Trustee or director | – | $0 | $0 |
| MARC MEACHEM | DIRECTOR Trustee or director | – | $0 | $0 |
| JUSTIN C SMITH MS MPH | SECRETARY/DI Trustee or director, Officer | – | $0 | $0 |
| RAFAELE NARVAEZ | DIRECTOR Trustee or director | – | $0 | $0 |
| REKHA RAMESH | TREASURER/DI Trustee or director, Officer | – | $0 | $0 |
| ANDREW SPERLING | VICE PRESIDE Trustee or director | – | $0 | $0 |
| PAM TRAXEL | DIRECTOR Trustee or director | – | $0 | $0 |
| STEVEN R YOUNG | DIRECTOR Trustee or director | – | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1602 BELMONT ST NW APT B, WASHINGTON, DC 20009-6546
- In care of
- % CARL E SCHMID II
- Principal officer (990 for 2024)
- CARL E SCHMID II, 1602B BELMONT ST NW, APT 2, WASHINGTON, DC 20009
- Signed the 990
- CARL E SCHMID II, PRESIDENT/EXEC DIR
- Phone
- (202) 462-3042
- Website
- HTTPS://HIVHEP.ORG/
- Return prepared by
- ALINE ACCOUNTING PARTNERS DBA EUBANKS AC
Mission
THE HIV+HEPATITIS POLICY INSTITUTE PROMOTES QUALITY AND AFFORDABLE HEALTHCARE FOR PEOPLE LIVING WITH OR AT RISK OF HIV, HEPATITIS, AND OTHER SERIOUS AND CHRONIC HEALTH CONDITIONS. MONITORS POLICIES THAT IMPACT THE PREVENTION AND TREATMENT OF HIV, VIRAL HEPATITIS, AND OTHER HEALTH CONDITIONS IN THE UNITED STATES. COMMUNICATES WITH MEMBERS OF THE HIV, HEPATITIS, AND OTHER PATIENT GROUP COMMUNITIES ON KEY POLICY ISSUES THAT IMPACT THEIR ACCESS TO HEALTHCARE. EDUCATES POLICYMAKERS AND MEMBERS OF THE MEDIA ABOUT EFFORTS TO END BOTH HIV AND HEPATITIS IN THE UNITED STATES AND TO IMPROVE ACCESS TO QUALITY AND AFFORDABLE HEALTHCARE FOR PEOPLE WITH OR AT RISK OF SERIOUS OR CHRONIC HEALTH CONDITIONS.
Program accomplishments
- HIV: HIV+HEP CARRIED OUT ACTIVITIES THAT ADVANCE POLICIES AND PROGRAMS THAT INCREASE HIV PREVENTION AND TREATMENT, INCLUDING THE RYAN WHITE HIV/AIDS PROGRAM AND THE ACTIVITIES OF THE CENTERS FOR DISEASE CONTROL AND PREVENTION HIV DIVISION. AS THE FEDERAL GOVERNMENT CONTINUES TO FOCUS ON ACTIVITIES TO END HIV IN THE UNITED STATES, HIV+HEP PARTICIPATED IN ONGOING OPPORTUNITIES TO DEVELOP AND IMPLEMENT THE PROGRAMS AND POLICIES TO ACHIEVE THE GOALS OF THE INITIATIVE. ONE AREA OF FOCUS WAS PRE-EXPOSURE PROPHYLAXIS (PREP), A DRUG THAT PREVENTS HIV, INCLUDING PRIVATE INSURANCE COVERAGE, ZERO PATIENT COST-SHARING OBLIGATIONS BY INSURERS, AND THE CREATION OF A NATIONAL PREP PROGRAM. WE RESPONDED TO MANY COMPLAINTS BY PREP USERS WHO WERE BEING ILLEGALLY CHARGED COST-SHARING FOR PREP OR THE ASSOCIATED LABS AND HELPED THEM WITH THEIR INSURERS AND REGULATORS. WE BROUGHT THIS ONGOING ISSUE TO POLICYMAKERS AND THE MEDIA. WE ALSO MONITORED A LEGAL CASE THAT CHALLENGED THE PREVENTIVE SERVICES COVERAGE REQUIREMENTS INCLUDED IN THE AFFORDABLE CARE ACT. HIV+HEP WORKED TO ENSURE ACCESS TO ALL ANTIRETROVIRALS TO TREAT HIV IN THE MEDICARE PART D PROGRAM AND THE PRIVATE INSURANCE MARKET. WE REVIEWED INSURANCE BENEFIT DESIGN TO ENSURE PLANS WERE COMPLIANT WITH THE ACA AND FILED COMPLAINTS WITH SEVERAL STATE INSURANCE REGULATORS. AS PART OF ALL ITS WORK IT ENSURED THAT THE POLICIES AND PROGRAMS BEST MEET THE NEEDS OF THOSE HIGHLY IMPACTED BY HIV. HIV+HEP SPOKE AT NUMEROUS HIV MEETINGS AND WEBINARS, SUBMITTED PUBLIC COMMENTS AND TESTIMONY, ISSUED PRESS RELEASES, RESPONDED TO MEDIA INQUIRIES, AND CONDUCTED OTHER MEDIA ACTIVITIES. THIS WORK WAS CONDUCTED ON ITS OWN AND IN COALITION WITH OTHERS, INCLUDING THE WORKGROUPS OF THE FEDERAL AIDS POLICY PARTNERSHIP.Expenses $539,775
- HEPATITIS: HIV+HEP CARRIED OUT ACTIVITIES THAT ADVANCE POLICIES AND PROGRAMS THAT INCREASE VIRAL HEPATITIS PREVENTION AND TREATMENT, INCLUDING THE ACTIVITIES OF THE CENTERS FOR DISEASE CONTROL AND PREVENTION VIRAL HEPATITIS DIVISION. THE PRINCIPAL FOCUS OF HIV+HEP'S ACTIVITIES WAS TO ENSURE THERE ARE SUFFICIENT RESOURCES FOR STATES AND COMMUNITY-BASED ORGANIZATIONS TO OFFER HEPATITIS TESTING, CONDUCT SURVEILLANCE, AND LINK PEOPLE WITH HEPATITIS TO HEALTHCARE AND THE TREATMENT THEY NEED TO MAINTAIN THEIR HEALTH OR IN THE CASE OF HEPATITIS C, TO BE CURED. HIV+HEP OFFERED COMMENTS ON THE ADMINISTRATION'S PROPOSAL TO END HEPATITIS C. HIV+HEP SUBMITTED PUBLIC COMMENTS AND TESTIMONY, ISSUED PRESS RELEASES, RESPONDED TO MEDIA INQUIRIES, AND CONDUCTED OTHER MEDIA ACTIVITIES. THIS WORK WAS CONDUCTED ON ITS OWN AND IN COALITION WITH OTHERS, INCLUDING THE HEPATITIS APPROPRIATIONS COALITION.Expenses $122,670
- GENERAL HEALTHCARE ACCESS: HIV+HEP WORKED TO ENSURE PEOPLE LIVING WITH SERIOUS AND CHRONIC HEALTH CONDITIONS HAVE ACCESS TO AFFORDABLE HEALTHCARE, INCLUDING PRESCRIPTION DRUGS. THIS INCLUDED POLICY ANALYSIS IN THE AREAS OF MEDICAID, MEDICARE, AND PRIVATE INSURANCE. HIV+HEP EDUCATED THE PATIENT COMMUNITY, THE MEDIA, AND POLICYMAKERS AT THE FEDERAL AND STATE LEVELS, ON THE IMPORTANCE OF COPAY ASSISTANCE FOR PRESCRIPTION DRUGS. WE SUCCESSFULLY WON A LEGAL CHALLENGE OF THE FEDERAL REGULATION THAT ALLOWS INSURERS TO IMPLEMENT COPAY ACCUMULATOR PROGRAMS AND URGED THE FEDERAL GOVERNMENT TO COMPLY WITH THE COURT'S DECISION. HIV+HEP ALSO PARTICIPATED IN THE ACTIVITIES OF THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS, WHERE WE FOCUSED ON THE IMPACT OF PHARMACY BENEFIT MANAGERS ON PATIENT ACCESS AND AFFORDABILITY OF PRESCRIPTION DRUGS, PRIOR AUTHORIZATION PROCESSES, AND COVERAGE OF PREVENTIVE SERVICES. HIV+HEP SUBMITTED COMMENTS ON PROPOSED EXECUTIVE AGENCY REGULATIONS, ISSUED PRESS RELEASES AND RESPONDED TO MEDIA INQUIRIES, AND PRESENTED BEFORE PATIENT GROUPS. THIS WORK WAS PERFORMED ON ITS OWN AND IN COALITION WITH OTHER PATIENT GROUPS, INCLUDING THE PARTNERSHIP FOR PART D, MEDICARE ACCESS FOR PATIENTS RX (MAPRX), AND ALL COPAYS COUNT COALITION.Expenses $409,623
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-4147678
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E05)
- Assets (IRS master file)
- $1,136,070
- Income (IRS master file)
- $1,275,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,275,492 | $1,237,114 | $1,136,070 | IRS |
| 990 | December 2023 | $1,313,570 | $1,037,874 | $1,097,692 | XML |
| 990 | December 2022 | $1,257,550 | $1,148,591 | $821,996 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-4147678).
Questions about HIV AND HEPATITIS POLICY INSTITUTE
- What is the EIN of HIV AND HEPATITIS POLICY INSTITUTE?
- The employer identification number (EIN) of HIV AND HEPATITIS POLICY INSTITUTE is 84-4147678.
- Is HIV AND HEPATITIS POLICY INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to HIV AND HEPATITIS POLICY INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HIV AND HEPATITIS POLICY INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HIV AND HEPATITIS POLICY INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HIV AND HEPATITIS POLICY INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HIV AND HEPATITIS POLICY INSTITUTE?
- The 990 for the year ended December 31, 2024 names CARL E SCHMID II.
- Who are the officers and directors of HIV AND HEPATITIS POLICY INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 10 people; 2 received compensation from the organization, the highest $271,247 (CARL E SCHMID II, PRESIDENT/EX).
- How much revenue does HIV AND HEPATITIS POLICY INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,275,492, expenses of $1,237,114 and total assets of $1,136,070 at year end.
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