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Nonprofit · EIN 82-0635784

GARY AND MARY WEST SENIOR SERVICES INC

Also known as WEST SENIOR SERVICES

Tax-exempt · SAN MARCOS, CA 92078

Financials

$41.4M$44M2023$47.3M$46.4M2024
Revenue Expenses · by fiscal year end
Financials of GARY AND MARY WEST SENIOR SERVICES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$47,326,536$46,424,952$901,584$17,584,543$6,900,087$10,684,456
December 31, 2023990$41,352,647$44,002,136-$2,649,489$14,440,351$4,657,479$9,782,872
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$287,430
Program service revenue
$46,991,369
Investment income
$0
Other revenue
$47,737

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,651,920
Other salaries and wages
$7,792,158
Salaries, compensation and benefits (total)
$11,262,921
Professional fundraising fees
$0
Legal fees
$136,591
Accounting fees
$67,452
Occupancy
$716,328
Travel
$32,873
Depreciation
$399,133
Program services (functional)
$44,611,069
Management and general (functional)
$1,813,883

Balance sheet and other

Total assets, start of year
$14,440,351
Total assets, end of year
$17,584,543
Total liabilities, end of year
$6,900,087
Net assets, end of year
$10,684,456
Land, buildings and equipment
$2,873,623
Net assets without donor restrictions
$10,684,456
Gross receipts
$47,326,536
Employees
160
Volunteers
6
Year formed
2017
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.

NameTitleHours / weekCompensationOther / benefits
NEHA JAIN SAMPATHMEDICAL DIRECTOR
Key employee
40$345,906$24,280
RENATA R SMITHEXECUTIVE DIRECTOR
Officer
40$297,306$27,318
OFRA PAZSTRATEGIC NETWORK DIRECTOR
Key employee
40$207,900$16,055
SAMAR HIREISHCLINICAL SERVICES DIRECTOR
Key employee
40$185,170$15,982
MELANIE CLARKHR DIRECTOR
Key employee
40$169,715$21,184
KANNAMMA KANNANQUALITY IMPROVEMENT & COMPLIANCE DIRECTOR
Key employee
40$164,976$16,282
KARI L WESTENHAVERNURSE PRACTITIONER
Highest-paid employee
40$152,389$15,923
CAITLIN BRICKMAN LEACHNURSE PRACTITIONER
Highest-paid employee
40$148,057$14,629
MICHAEL M CAPONETTOCHAIRMAN/DIRECTOR
Trustee or director, Officer
5$0$0
TIMOTHY LASHOFFICER/PRESIDENT
Trustee or director, Officer
5$0$0
JON ZIFFERBLATTTREASURER/SECRETARY
Trustee or director, Officer
5$0$0
DR ZIA AGHADIRECTOR
Trustee or director
5$0$0
CHARLES V SEDERSTROMDIRECTOR
Trustee or director
5$0$0
PAMELA B SMITHDIRECTOR
Trustee or director
5$0$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
RENATA R SMITHEXECUTIVE DIRECTOR
Key employee
40$285,154$28,524
NEHA JAIN SAMPATHMEDICAL DIRECTOR
Highest-paid employee
40$275,984$8,585
DR ROSS E COLTMEDICAL DIRECTOR
Key employee
40$246,339$16,837
MELANIE CLARKHR DIRECTOR
Highest-paid employee
40$175,111$26,798
OFRA PAZBUSINESS DIRECTOR
Highest-paid employee
40$187,550$8,030
SAMAR HIREISHCLINIC DIRECTOR
Highest-paid employee
40$180,745$8,641
STEPHANIE THOMPSONBEHAVIORAL HEALTH DIRECTOR
Highest-paid employee
40$152,685$23,750
TIMOTHY LASHOFFICER/PRESIDENT
Officer
5$0$0
JON ZIFFERBLATTSECRETARY
Officer
5$0$0
DR ZIA AGHATREASURER
Officer
5$0$0
MICHAEL M CAPONETTODIRECTOR/CHAIRMAN
Trustee or director
5$0$0
CHARLES V SEDERSTROMDIRECTOR
Trustee or director
5$0$0
PAMELA B SMITHDIRECTOR
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
1706 DESCANSO AVE, SAN MARCOS, CA 92078-2514
In care of
% GARY AND MARY WEST HEALTH INSTITU
Principal officer (990 for 2024)
TIMOTHY LASH, 1706 DESCANSO AVE, SAN MARCOS, CA 92078
Signed the 990
TIMOTHY LASH, PRESIDENT
Phone
(760) 280-2230
Return prepared by
EISNER ADVISORY GROUP LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 82-0635784 or by the name GARY AND MARY WEST SENIOR SERVICES INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE MISSION OF THE ORGANIZATION IS TO OPERATE A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY ("PACE") TO PROVIDE COMPREHENSIVE MEDICAL AND SOCIAL SERVICES IN ORDER TO ENABLE SENIORS TO LIVE IN THEIR COMMUNITIES AS INDEPENDENTLY AS POSSIBLE.

990 for the year ended December 31, 2024

Program accomplishments

  • GARY AND MARY WEST SENIOR SERVICES, DOING BUSINESS AS GARY AND MARY WEST PACE (GMWP), ENABLES SENIORS TO SUCCESSFULLY AGE IN PLACE AND MAINTAIN THEIR HIGHEST LEVEL OF INDEPENDENCE THROUGH THE SERVICES OF THEIR PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) PROGRAM. AFTER A PERIOD OF CONSTRUCTION, PROGRAM SETUP, REGULATORY APPROVAL AND HIRING PROCESSES, THE FIRST PARTICIPANTS WERE WELCOMED TO OUR PACE PROGRAM IN 2019. WHEN A PARTICIPANT QUALIFIES AND ENROLLS IN OUR PACE PROGRAM, GMWP ASSUMES RESPONSIBILITY FOR PROVIDING 100% OF THE MEDICAL NEEDS OF THE ENROLLED INDIVIDUAL. THESE SENIORS ARE TYPICALLY VERY FRAIL, WITH LIMITED FINANCIAL RESOURCES AND IN NEED OF HELP IN COORDINATING THEIR ACCESS TO CARE. GMWP MEETS THESE NEEDS THROUGH A HIGHLY MANAGED CLINIC-BASED APPROACH, WHERE OUR OWN PHYSICIANS, MEDICAL, SOCIAL SERVICES AND OTHER STAFF SEE PARTICIPANTS FREQUENTLY, COORDINATING CARE AT EVERY LEVEL. SOME OF THE UNIQUE INCLUDED SERVICES ARE TRANSPORTATION, SOCIAL PROGRAMS, NUTRITIONAL ASSISTANCE, HOME CARE, AND ADULT DAY SERVICES, AMONG OTHERS. MANY OF THESE SERVICES WOULD NOT TYPICALLY BE PAID FOR BY EITHER MEDICARE OR MEDICAID BUT HAVE PROVEN TO BE VERY EFFECTIVE IN HELPING THE PARTICIPANT REMAIN AS HEALTHY AND INDEPENDENT AS POSSIBLE. IN 2019, GARY AND MARY WEST PACE ALSO WELCOMED A NON-PROFIT SENIOR DENTAL PROVIDER AS A TENANT IN OUR SPACE ALSO GIVING OUR PARTICIPANTS CONVENIENT ACCESS TO DENTAL CARE.
    Expenses $44,611,069 · revenue $47,039,106

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
82-0635784
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
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E24)
Assets (IRS master file)
$17,584,543
Income (IRS master file)
$47,326,536

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$47,326,536$46,424,952$17,584,543XML
990December 2023$41,352,647$44,002,136$14,440,351XML
990December 2022$30,042,325$26,666,315$16,575,539IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 82-0635784).

Questions about GARY AND MARY WEST SENIOR SERVICES INC

What is the EIN of GARY AND MARY WEST SENIOR SERVICES INC?
The employer identification number (EIN) of GARY AND MARY WEST SENIOR SERVICES INC is 82-0635784.
Is GARY AND MARY WEST SENIOR SERVICES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to GARY AND MARY WEST SENIOR SERVICES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GARY AND MARY WEST SENIOR SERVICES INC 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 SENIOR SERVICES INC 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 SENIOR SERVICES INC 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 SENIOR SERVICES INC?
The 990 for the year ended December 31, 2024 names TIMOTHY LASH.
Who are the officers and directors of GARY AND MARY WEST SENIOR SERVICES INC?
The 990 for the year ended December 31, 2024 lists 14 people; 8 received compensation from the organization, the highest $345,906 (NEHA JAIN SAMPATH, MEDICAL DIRECTOR).
How much revenue does GARY AND MARY WEST SENIOR SERVICES INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $47,326,536, expenses of $46,424,952 and total assets of $17,584,543 at year end.

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