Form 990 for tax year 2023
Filed by DAVID A WINSTON HEALTH POLICY FELLOWSHIP.
Totals
- Total revenue
- $692,116
- Total expenses
- $862,150
- Contributions and grants received
- $528,687
- Grants paid
- $180,000
- Program service revenue
- $0
- Investment income
- $163,429
- Other revenue
- $0
- Total assets, end of year
- $5,001,844
- Total liabilities, end of year
- $385,868
- Net assets or fund balances, end of year
- $4,615,976
- Program services expenses (Part IX)
- $494,394
- Management and general expenses
- $253,587
- Fundraising expenses
- $114,169
- Program service expenses (Part III)
- $494,394
Program services were 57.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$526,586
-
1f · All other contributions, gifts and grants
$2,101
-
3 · Investment income
total $122,354 · excluded $122,354
-
7a · Gross sales of assets other than inventory
securities $747,075
-
7b · Less cost or other basis and sales expenses
securities $706,000
-
7c · Gain or loss
securities $41,075
-
7d · Net gain or loss
total $41,075 · excluded $41,075
-
8a · Fundraising events: gross income
$235,414
-
8a · Fundraising events: contributions included on line 1c
$526,586
-
8b · Fundraising events: direct expenses
$235,414
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $180,000 · program services $180,000
-
5 · Compensation of officers, directors and key employees
total $122,191 · program services $79,424 · management and general $32,992 · fundraising $9,775
-
7 · Other salaries and wages
total $137,870 · program services $85,541 · management and general $41,744 · fundraising $10,585
-
9 · Other employee benefits
total $14,790 · program services $9,169 · management and general $4,486 · fundraising $1,135
-
10 · Payroll taxes
total $20,878 · program services $13,229 · management and general $6,017 · fundraising $1,632
-
11a · Fees: management
total $84,000 · program services $9,924 · management and general $70,423 · fundraising $3,653
-
11c · Fees: accounting
total $30,508 · management and general $30,508
-
11f · Fees: investment management
total $33,464 · management and general $33,464
-
11g · Fees: other
total $23,075 · program services $19,859 · management and general $3,216
-
13 · Office expenses
total $13,456 · program services $7,391 · management and general $4,464 · fundraising $1,601
-
16 · Occupancy
total $59,998 · program services $32,955 · management and general $19,905 · fundraising $7,138
-
17 · Travel
total $36,090 · program services $35,411 · management and general $369 · fundraising $310
-
19 · Conferences, conventions and meetings
total $99,004 · program services $20,645 · management and general $3,611 · fundraising $74,748
-
23 · Insurance
total $5,691 · management and general $2,099 · fundraising $3,592
-
24a · Other expenses: MISC EXPENSE
total $1,135 · program services $846 · management and general $289
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $76,263 · end of year $272,437
-
2 · Savings and temporary cash investments
beginning of year $79,690 · end of year $69,547
-
4 · Accounts receivable
end of year $1,754
-
9 · Prepaid expenses and deferred charges
beginning of year $44,832 · end of year $43,744
-
10a · Land, buildings and equipment: cost or other basis
$7,510
-
10b · Land, buildings and equipment: accumulated depreciation
$7,510
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $4,239,406 · end of year $4,584,431
-
15 · Other assets
beginning of year $88,132 · end of year $29,931
-
17 · Accounts payable and accrued expenses
beginning of year $8,096 · end of year $10,937
-
19 · Deferred revenue
beginning of year $51,000 · end of year $345,000
-
25 · Other liabilities
beginning of year $88,132 · end of year $29,931
-
27 · Net assets without donor restrictions
beginning of year $4,381,095 · end of year $4,604,065
-
28 · Net assets with donor restrictions
end of year $11,911
Mission and programs · 2023
Mission
ESTABLISHED IN 1987, THE FELLOWSHIP COMMEMORATES THE CONTRIBUTIONS AND PERSONAL COMMITMENT OF DAVID A. WINSTON WHO, FOR TWENTY YEARS, PLAYED A SIGNIFICANT ROLE IN SHAPING AMERICAN HEALTH POLICY AT BOTH THE STATE AND FEDERAL LEVELS. THE PROGRAM SUPPORTS FELLOWS IN WASHINGTON, DC FOR A YEAR-LONG EXPERIENCE LEARNING ABOUT, AND PARTICIPATING IN, THE HEALTH POLICY-MAKING PROCESS AND ALSO PROVIDES SCHOLARSHIPS FOR MASTER'S LEVEL STUDENTS IN HEALTH POLICY.
Activities or mission (Part I)
TEACH STUDENTS ABOUT THE POLITICAL SYSTEM THROUGH THE ROLES OF BOTH PUBLIC & PRIVATE SECTORS.
-
FELLOWSHIP PROGRAM | LEARN ABOUT THE PROCESS OF HEALTH POLICY DEVELOPMENT BY WORKING DIRECTLY WITH POLICY-MAKERS IN BOTH THE PUBLIC AND PRIVATE SECTORS. THE FELLOWSHIP PROVIDES A MONTHLY STIPEND AND RELATED EXPENSES FOR A TWELVE-MONTH PERIOD BEGINNING IN JUNE.
Expenses $239,418
-
SCHOLARSHIP PROGRAM | THE WINSTON SCHOLARSHIP PROGRAM RECOGNIZES EXCELLENCE AND ACHIEVEMENT FOR STUDENTS IN MASTER'S DEGREE PROGRAMS IN HEALTH ADMINISTRATION, HEALTH POLICY, AND PUBLIC HEALTH BY PROVIDING UP TO TWENTY $10,000 SCHOLARSHIPS PER YEAR. WINSTON SCHOLARS ALSO JOIN A ONE-DAY SYMPOSIUM ON HEALTH POLICY IN WASHINGTON, DC.
Expenses $197,627 · Grants $180,000
-
SYMPOSIUM PROGRAM | THE WINSTON SYMPOSIUM BRINGS TOGETHER THE CURRENT WINSTON SCHOLARS, CURRENT AND FORMER WINSTON FELLOWS, THE WINSTON BOARD, AS WELL AS INVITED HEALTH POLICY MAKERS FROM WASHINGTON. IN AN INFORMAL, DAY-LONG SESSION, WINSTON SCHOLARS HAVE THE OPPORTUNITY TO TEST WHAT THEY HAVE LEARNED BY INTERACTING WITH SOME OF THE NATION'S EXPERTS IN HEALTH POLICY.
Expenses $57,349
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Julie GoonJULIE GOON
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jane Hyatt ThorpeJANE HYATT THORPE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Rachel NuzumRACHEL NUZUM
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Mary GrealyMARY GREALY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Chris JenningsCHRIS JENNINGS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jay KhoslaJAY KHOSLA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cybele BjorklundCYBELE BJORKLUND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tracy SpicerTRACY SPICER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kripa SreepadaKRIPA SREEPADA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Grace-Marie TurnerGRACE-MARIE TURNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Shannon Winston-GoeweySHANNON WINSTON-GOEWEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sean CavanaughSEAN CAVANAUGH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lanhee ChenLANHEE CHEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly BrandtKIMBERLY BRANDT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Shoshana KrilowSHOSHANA KRILOW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ryan LongRYAN LONG
CONGRESSIONAL ADVISOR (THRU SEPT 2023)
- Total calculated
- $0
- Hours/week
- 4
-
Margaret GarikesMARGARET GARIKES
BOARD MEMBER (THRU DEC. 2023 )
- Total calculated
- $0
- Hours/week
- 1
-
Alethia M JacksonALETHIA M JACKSON
BOARD MEMBER (THRU DEC. 2023 )
- Total calculated
- $0
- Hours/week
- 1
-
Dean RosenDEAN ROSEN
BOARD MEMBER (THRU FEB. 2023)
- Total calculated
- $0
- Hours/week
- 1
-
Kerry McAteerKERRY MCATEER
CHIEF OPERATING OFFICER
- Total calculated
- $122,191
- From this org
- $109,980
- From related orgs
- $0
- Other
- $12,211
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413189349304091
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