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Nonprofiteer
← WESTERN INSTITUTE FOR VETERANS INSTITUTE

Form 990 for tax year 2022

Filed by WESTERN INSTITUTE FOR VETERANS INSTITUTE.

Totals

Total revenue
$5,096,725
Total expenses
$4,570,973
Contributions and grants received
$2,632,740
Grants paid
$250,332
Program service revenue
$2,410,759
Investment income
$52,572
Other revenue
$654
Total assets, end of year
$9,071,976
Total liabilities, end of year
$1,645,256
Net assets or fund balances, end of year
$7,426,720
Program services expenses (Part IX)
$3,828,747
Management and general expenses
$742,226
Fundraising expenses
$0
Program service expenses (Part III)
$3,828,747

Program services were 83.8% 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.

  • 1d · Related organizations

    $1,154,675

  • 1e · Government grants (contributions)

    $1,445,965

  • 1f · All other contributions, gifts and grants

    $32,100

  • 2a · Program service revenue: RESEARCH STUDY REVENUE

    total $2,410,759 · related or exempt $2,410,759

  • 3 · Investment income

    total $52,572 · excluded $52,572

  • 7a · Gross sales of assets other than inventory

    securities $1,232,000

  • 7b · Less cost or other basis and sales expenses

    securities $1,232,000

  • 7c · Gain or loss

    securities $0

  • 11a · Other revenue: OTHER

    total $654 · related or exempt $654

  • 11e · Other revenue, total

    $654

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $250,332 · program services $250,332

  • 5 · Compensation of officers, directors and key employees

    total $272,280 · management and general $272,280

  • 7 · Other salaries and wages

    total $3,654,265 · program services $3,309,600 · management and general $344,665

  • 8 · Pension plan contributions

    total $16,447 · program services $10,191 · management and general $6,256

  • 9 · Other employee benefits

    total $27,125 · program services $18,620 · management and general $8,505

  • 11c · Fees: accounting

    total $32,600 · management and general $32,600

  • 11g · Fees: other

    total $17,732 · program services $16,684 · management and general $1,048

  • 13 · Office expenses

    total $12,191 · management and general $12,191

  • 14 · Information technology

    total $18,696 · program services $6,896 · management and general $11,800

  • 17 · Travel

    total $65,400 · program services $53,831 · management and general $11,569

  • 22 · Depreciation, depletion and amortization

    total $23,807 · program services $3,967 · management and general $19,840

  • 23 · Insurance

    total $11,472 · management and general $11,472

  • 24a · Other expenses: PATIENT RELATED

    total $92,607 · program services $92,607

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $54,364 · program services $54,364

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $11,235 · program services $1,235 · management and general $10,000

  • 24d · Other expenses: PRINTING AND PUBLICATIO

    total $10,420 · program services $10,420

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $964,888 · end of year $4,819,406

  • 2 · Savings and temporary cash investments

    beginning of year $6,140,849 · end of year $2,679,302

  • 3 · Pledges and grants receivable

    beginning of year $1,025,922 · end of year $1,524,176

  • 9 · Prepaid expenses and deferred charges

    end of year $1,150

  • 10a · Land, buildings and equipment: cost or other basis

    $505,321

  • 10b · Land, buildings and equipment: accumulated depreciation

    $457,379

  • 10c · Land, buildings and equipment, net

    beginning of year $71,749 · end of year $47,942

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,021,404 · end of year $660,417

  • 19 · Deferred revenue

    beginning of year $216,866 · end of year $984,839

  • 27 · Net assets without donor restrictions

    beginning of year $6,965,138 · end of year $7,426,720

Mission and programs · 2022

Mission

TO PROMOTE, SUPPORT, AND FACILITATE MERITORIOUS BIOMEDICAL AND HEALTH SERVICES RESEARCH AND EDUCATION ACTIVITIES CONDUCTED BY INVESTIGATORS AT THE VA SALT LAKE CITY HEALTH CARE SYSTEM THAT CONTRIBUTE TO IMPROVE HEALTHCARE FOR VETERANS AND THE GENERAL PUBLIC.

Activities or mission (Part I)

PROMOTE, SUPPORT, AND FACILITATE BIOMEDICAL AND HEALTH SERVICES RESEARCH AND EDUCATION ACTIVITIES

  • RESEARCHERS WILL USE REAL WORLD EVIDENCE (VA EHR DATA) AUGMENTED AND AMPLIFIED WITH ADVANCED ANALYTICS TO UNDERSTAND THE DIAGNOSIS, TREATMENTS, INTERVENTIONS AND PREVENTION STRATEGIES, RELEVANT TO SPECIFIC SUBGROUP POPULATIONS. THIS STUDY WILL EXPAND THE FDA'S ABILITY TO UNDERSTAND FDA REGULATED PRODUCTS (E.G. DOAC AND COVID-19) IN THE REAL WORLD AND IN THE POPULATION FOR WHICH IT IS INTENDED TO HELP AND INCREASE UNDERSTANDING REGARDING ANY POTENTIAL OBSERVED EFFICACY OR SAFETY DIFFERENCES IN CLINICAL TRIAL POPULATIONS IN A REAL-WORLD SETTING COMPARED TO THE POPULATIONS THAT WERE ENROLLED IN THE PIVOTAL CLINICAL TRIALS THAT SUPPORTED MARKETING APPROVAL.

    Expenses $545,692

  • THESE FUNDS ARE RESIDUAL FUNDS FROM PREVIOUS INDUSTRY SPONSORED (FIXED-PRICE) STUDIES. THESE FUNDS ARE USED BY RESEARCHERS TO CONDUCT INVESTIGATOR INITIATED RESEARCH STUDIES, TRAVEL TO RESEARCH RELATED CONFERENCES AND MEETINGS, PROVIDE BRIDGE FUNDS FOR STAFF AND PURCHASE RESEARCH RELATED SUPPLIES AND SERVICES TO SUPPORT FURTHER DEVELOPMENT OF VA APPROVED RESEARCH PROGRAMS.

    Expenses $459,356

  • THIS RESEARCH WILL RESULT IN THE GENERATION OF A PIPELINE TO RAPIDLY DEVELOP STUDY POPULATIONS AND ANALYTIC VARIABLES AS REAL WORLD EVIDENCE TO SUPPORT A VARIETY OF SUBSEQUENT REAL-WORLD EVIDENCE CAPABILITIES INCLUDING CHARACTERIZATION, EXAMINING OFF-LABEL USE, POST-MARKET SURVEILLANCE, SAFETY STUDIES, COMPARATIVE EFFECTIVENESS STUDIES, EMULATION OF PRAGMATIC TRIALS, CLINICAL TRIAL RECRUITMENT SUPPORT, STUDY CRITERIA SENSITIVITY ANALYSES, AND STUDY REPLICATION.

    Expenses $314,254 · Revenue $93,016

  • Expenses $2,509,445 · Grants $250,332 · Revenue $2,318,397

As filed on the 2022 return.

Listed in Part VII

  • Anastasia Haggin

    EXECUTIVE DIRECTOR/CEO

    Total calculated
    $151,165
    From this org
    $139,506
    From related orgs
    $0
    Other
    $11,659
    Hours/week
    40

  • Angela Williams Pharmd

    DIRECTOR

    Total calculated
    $198,292
    From this org
    $0
    From related orgs
    $175,224
    Other
    $23,068
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,224 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $175,224 related

  • Paul Jon White MD

    SECRETARY/TREASURER

    Total calculated
    $338,662
    From this org
    $0
    From related orgs
    $315,876
    Other
    $22,786
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,876 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $315,876 related

  • Susan Garstang MD

    DIRECTOR

    Total calculated
    $327,564
    From this org
    $0
    From related orgs
    $308,710
    Other
    $18,854
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,710 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $308,710 related

  • Noel Carlson PhD

    BOARD CHAIR

    Total calculated
    $132,456
    From this org
    $0
    From related orgs
    $112,032
    Other
    $20,424
    Hours/week
    0 + 40 related

  • David Bennett JD Ma

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Laurence Meyer MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Karen Bryan

    COO/CFO

    Total calculated
    $121,115
    From this org
    $121,115
    From related orgs
    $0
    Other
    $0
    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • VA SALT LAKE CITY HEALTHCARE SYSTEM

    501(C)(3) · UT

Provenance

Return type
form_990
Tax year
2022
Filed
1 June 2023
IRS schema version
2022v5.0
Source object
202311539349300401

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