Nonprofit · EIN 26-4146730
GARY AND MARY WEST HEALTH INSTITUTE
Tax-exempt · LA JOLLA, CA 92037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $44,564,569 | $42,453,440 | $2,111,129 | $28,403,353 | $25,100,693 | $3,302,660 |
| December 31, 2023 | 990 | $21,241,141 | $21,128,925 | $112,216 | $15,616,066 | $14,419,155 | $1,196,911 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $44,266,610
- Program service revenue
- $0
- Investment income
- $203,832
- Net rental income
- $89,904
- Net gain from sales of assets
- $7,549
- Other revenue
- $94,127
Expenses
- Grants and similar amounts paid
- $2,191
- Compensation of officers, directors and key employees
- $2,193,907
- Other salaries and wages
- $3,400,380
- Salaries, compensation and benefits (total)
- $6,478,267
- Professional fundraising fees
- $0
- Legal fees
- $244,332
- Accounting fees
- $105,442
- Occupancy
- $2,582,165
- Travel
- $649,374
- Depreciation
- $151,520
- Program services (functional)
- $35,253,467
- Management and general (functional)
- $7,199,973
Balance sheet and other
- Total assets, start of year
- $15,616,066
- Total assets, end of year
- $28,403,353
- Total liabilities, end of year
- $25,100,693
- Net assets, end of year
- $3,302,660
- Land, buildings and equipment
- $815,798
- Net assets without donor restrictions
- $3,302,660
- Gross receipts
- $44,564,569
- Employees
- 34
- Volunteers
- 6
- Year formed
- 2009
- State of legal domicile
- DE
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ZIA AGHA | CMO & EVP CLINICAL RESEARCH Officer | 40 | $825,448 | $0 | $133,547 |
| SHELLEY M LYFORD | DIRECTOR, CHAIR & CEO Trustee or director, Officer | 30 | $861,513 | $0 | $85,594 |
| TIMOTHY LASH | PRESIDENT Officer | 30 | $761,475 | $0 | $126,713 |
| JONATHAN ZIFFERBLATT | CHIEF STRATEGY OFFICER Officer | 30 | $0 | $590,701 | $117,031 |
| SALLY HALLAK | CFO, SECRETARY AND TREASURER Officer | 30 | $0 | $546,106 | $101,288 |
| LIANE WARDLOW | SENIOR DIRECTOR, CLINICAL RESEARCH Highest-paid employee | 40 | $259,908 | $0 | $35,847 |
| AMY STUCK | SR DIR, VALUE-BASED ACUTE CARE Highest-paid employee | 40 | $232,515 | $0 | $57,545 |
| CHRISTOPHER CROWLEY | DIR, STRAT & SR HEALTH SYS ENGINEER Highest-paid employee | 40 | $252,146 | $0 | $36,045 |
| ADRIAN KWONG | PRINCIPAL DATA SECURITY ARCHITECT Highest-paid employee | 40 | $232,548 | $0 | $33,362 |
| HAW-MINN LU | PRINCIPAL DATA SCIENTIST Highest-paid employee | 40 | $204,732 | $0 | $49,550 |
| CHARLES SEDERSTROM | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| GARY WEST | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| MARK MCCLELLAN | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| NICK VALERIANI | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHELLEY M LYFORD | DIRECTOR, CHAIR & CEO Trustee or director, Officer | 30 | $829,386 | $0 | $20,356 |
| ZIA AGHA | CMO & EVP CLINICAL RESEARCH Officer | 40 | $772,492 | $0 | $76,914 |
| TIMOTHY LASH | PRESIDENT Officer | 30 | $721,307 | $0 | $58,219 |
| JONATHAN ZIFFERBLATT | CHIEF STRATEGY OFFICER Officer | 40 | $0 | $565,650 | $59,987 |
| SALLY HALLAK | CFO, SECRETARY AND TREASURER Officer | 30 | $0 | $504,143 | $34,330 |
| LIANE WARDLOW | SENIOR DIRECTOR, CLINICAL RESEARCH Highest-paid employee | 40 | $245,685 | $0 | $40,189 |
| AMY STUCK | SENIOR DIRECTOR, VALUE-BASED ACUTE Highest-paid employee | 40 | $223,509 | $0 | $55,165 |
| CHRISTOPHER CROWLEY | PROGRAM MANAGER Highest-paid employee | 40 | $239,963 | $0 | $34,965 |
| ADRIAN KWONG | PRINCIPAL DATA SECURITY ARCHITECT Highest-paid employee | 40 | $221,701 | $0 | $32,632 |
| HAW-MINN LU | PRINCIPAL DATA SCIENTIST Highest-paid employee | 40 | $205,020 | $0 | $48,855 |
| CHARLES SEDERSTROM | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| GARY WEST | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| MARK MCCLELLAN | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| NICK VALERIANI | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10350 N TORREY PINES RD, LA JOLLA, CA 92037-1020
- Principal officer (990 for 2024)
- SHELLEY LYFORD, 10350 NORTH TORREY PINES ROAD, LA JOLLA, CA 92037
- Signed the 990
- SHELLEY LYFORD, CHAIR & CEO
- Phone
- (858) 535-7000
- Website
- WWW.WESTHEALTH.ORG
- Return prepared by
- DELOITTE TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 26-4146730 or by the name GARY AND MARY WEST HEALTH INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- SEE SCHEDULE O.Expenses $35,033,601 · grants $2,191
- SEE SCHEDULE O.Expenses $219,866
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
- 26-4146730
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H92)
- Assets (IRS master file)
- $28,403,353
- Income (IRS master file)
- $44,564,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $44,564,569 | $42,453,440 | $28,403,353 | IRS |
| 990 | December 2023 | $21,241,141 | $21,128,925 | $15,616,066 | XML |
| 990 | December 2022 | $17,478,241 | $21,199,946 | $17,273,627 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 26-4146730).
Questions about GARY AND MARY WEST HEALTH INSTITUTE
- What is the EIN of GARY AND MARY WEST HEALTH INSTITUTE?
- The employer identification number (EIN) of GARY AND MARY WEST HEALTH INSTITUTE is 26-4146730.
- Is GARY AND MARY WEST HEALTH INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to GARY AND MARY WEST HEALTH INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GARY AND MARY WEST HEALTH 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 GARY AND MARY WEST HEALTH 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 GARY AND MARY WEST HEALTH 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 GARY AND MARY WEST HEALTH INSTITUTE?
- The 990 for the year ended December 31, 2024 names SHELLEY LYFORD.
- Who are the officers and directors of GARY AND MARY WEST HEALTH INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 14 people; 8 received compensation from the organization, the highest $825,448 (ZIA AGHA, CMO & EVP CLINICAL RESEARCH).
- How much revenue does GARY AND MARY WEST HEALTH INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $44,564,569, expenses of $42,453,440 and total assets of $28,403,353 at year end.
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