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Nonprofiteer
← GARY AND MARY WEST HEALTH INSTITUTE

Form 990 for tax year 2024

Filed by GARY AND MARY WEST HEALTH INSTITUTE.

Totals

Total revenue
$44,564,569
Total expenses
$42,453,440
Contributions and grants received
$44,266,610
Grants paid
$2,191
Program service revenue
$0
Investment income
$203,832
Other revenue
$94,127
Total assets, end of year
$28,403,353
Total liabilities, end of year
$25,100,693
Net assets or fund balances, end of year
$3,302,660
Program services expenses (Part IX)
$35,253,467
Management and general expenses
$7,199,973
Fundraising expenses
$0
Program service expenses (Part III)
$35,253,467

Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SHELLEY M LYFORD

    DIRECTOR, CHAIR & CEO

    Total calculated
    $947,107
    From this org
    $861,513
    From related orgs
    $0
    Other
    $85,594
    Hours/week
    30 + 5 related

    Schedule J breakdown matched by us

    Base
    $644,973
    Bonus
    $193,000
    Other
    $23,540
    Deferred
    $76,500
    Nontaxable benefits
    $9,094
    Filer's total
    $947,107

  • CHARLES SEDERSTROM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • GARY WEST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • MARK MCCLELLAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • NICK VALERIANI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • ZIA AGHA

    CMO & EVP CLINICAL RESEARCH

    Total calculated
    $958,995
    From this org
    $825,448
    From related orgs
    $0
    Other
    $133,547
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $625,823
    Bonus
    $175,077
    Other
    $24,548
    Deferred
    $69,750
    Nontaxable benefits
    $63,797
    Filer's total
    $958,995

  • TIMOTHY LASH

    PRESIDENT

    Total calculated
    $888,188
    From this org
    $761,475
    From related orgs
    $0
    Other
    $126,713
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $554,086
    Bonus
    $183,849
    Other
    $23,540
    Deferred
    $74,816
    Nontaxable benefits
    $51,897
    Filer's total
    $888,188

  • JONATHAN ZIFFERBLATT

    CHIEF STRATEGY OFFICER

    Total calculated
    $707,732
    From this org
    $0
    From related orgs
    $590,701
    Other
    $117,031
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $441,338 related
    Bonus
    $0 + $125,500 related
    Other
    $0 + $23,863 related
    Deferred
    $0 + $69,750 related
    Nontaxable benefits
    $0 + $47,281 related
    Filer's total
    $0 + $707,732 related

  • SALLY HALLAK

    CFO, SECRETARY AND TREASURER

    Total calculated
    $647,394
    From this org
    $0
    From related orgs
    $546,106
    Other
    $101,288
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $377,477 related
    Bonus
    $0 + $145,066 related
    Other
    $0 + $23,563 related
    Deferred
    $0 + $82,250 related
    Nontaxable benefits
    $0 + $19,038 related
    Filer's total
    $0 + $647,394 related

  • LIANE WARDLOW

    SENIOR DIRECTOR, CLINICAL RESEARCH

    Total calculated
    $295,755
    From this org
    $259,908
    From related orgs
    $0
    Other
    $35,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,408
    Bonus
    $33,000
    Other
    $500
    Deferred
    $6,300
    Nontaxable benefits
    $29,547
    Filer's total
    $295,755

  • AMY STUCK

    SR DIR, VALUE-BASED ACUTE CARE

    Total calculated
    $290,060
    From this org
    $232,515
    From related orgs
    $0
    Other
    $57,545
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,612
    Bonus
    $28,636
    Other
    $1,267
    Deferred
    $12,012
    Nontaxable benefits
    $45,533
    Filer's total
    $290,060

  • CHRISTOPHER CROWLEY

    DIR, STRAT & SR HEALTH SYS ENGINEER

    Total calculated
    $288,191
    From this org
    $252,146
    From related orgs
    $0
    Other
    $36,045
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,530
    Bonus
    $18,842
    Other
    $2,774
    Deferred
    $12,529
    Nontaxable benefits
    $23,516
    Filer's total
    $288,191

  • ADRIAN KWONG

    PRINCIPAL DATA SECURITY ARCHITECT

    Total calculated
    $265,910
    From this org
    $232,548
    From related orgs
    $0
    Other
    $33,362
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,423
    Bonus
    $17,664
    Other
    $461
    Deferred
    $10,859
    Nontaxable benefits
    $22,503
    Filer's total
    $265,910

  • HAW-MINN LU

    PRINCIPAL DATA SCIENTIST

    Total calculated
    $254,282
    From this org
    $204,732
    From related orgs
    $0
    Other
    $49,550
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,659
    Bonus
    $9,877
    Other
    $1,196
    Deferred
    $10,574
    Nontaxable benefits
    $38,976
    Filer's total
    $254,282

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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE USE OF BUSINESS CLASS MAY BE AUTHORIZED UNDER THE CIRCUMSTANCES LISTED BELOW: (1) INTERNATIONAL TRAVEL; (2) BUSINESS OR FIRST CLASS IS THE ONLY SERVICE OFFERED BETWEEN TWO POINTS; (3) COACH CLASS WOULD BE MORE EXPENSIVE OR TIME CONSUMING, E.G., WHEN, BECAUSE OF SCHEDULING DIFFICULTIES, TRAVELING BY COACH WOULD REQUIRE AN UNNECESSARY HOTEL EXPENSE, CIRCUITOUS ROUTING (2 OR MORE LAYOVERS), OR AN UNDULY LONG LAYOVER WHEN MAKING CONNECTIONS; (4) AN ITINERARY INVOLVES OVERNIGHT TRAVEL WITHOUT THE OPPORTUNITY FOR NORMAL REST BEFORE THE COMMENCEMENT OF WORKING HOURS; OR (5) THE USE OF BUSINESS CLASS IS NECESSARY TO REASONABLY ACCOMMODATE A DISABILITY OR MEDICAL NEED OF A TRAVELER.
PART I, LINE 4B
EACH OF THE FOLLOWING INDIVIDUALS TIMOTHY LASH, ZIA AGHA AND SHELLEY M. LYFORD (LISTED ON SCHEDULE J) PARTICIPATED IN THE 457(B) NONQUALIFIED DEFINED CONTRIBUTION PLAN OFFERED BY WEST HEALTH INSTITUTE. GARY AND MARY WEST HEALTH INSTITUTE MAKES AN ANNUAL CASH CONTRIBUTION FOR EACH EMPLOYEE IN AN AMOUNT EQUAL TO THE APPLICABLE DOLLAR AMOUNT IN EFFECT FOR THAT YEAR. FOR 2024 THIS AMOUNT WAS $23,000. CONTRIBUTIONS WERE MADE FOR TIMOTHY LASH, ZIA AGHA AND SHELLEY LYFORD. JONATHAN ZIFFERBLATT AND SALLY HALLAK (ALSO LISTED ON SCHEDULE J) PARTICIPATED IN THE 409A NONQUALIFIED DEFINED CONTRIBUTION PLAN OFFERED BY THE GARY AND MARY WEST MANAGEMENT COMPANY, INC., A RELATED ORGANIZATION. FOR 2024 THIS AMOUNT WAS $23,000. CONTRIBUTIONS WERE MADE FOR JONATHAN ZIFFERBLATT AND SALLY HALLAK.
PART I, LINE 7
EACH OF THE MANAGERS IS ELIGIBLE FOR AN ANNUAL DISCRETIONARY BONUS, SUBJECT TO COMPENSATION COMMITTEE REVIEW AND APPROVAL. THIS IS BASED ON INDIVIDUAL PERFORMANCE AND LIMITED TO A MAXIMUM PERCENTAGE OF BASE COMPENSATION.
NONQUALIFIED DEFERRED COMPENSATION INCENTIVE PLAN:
DURING THE YEAR ENDED DECEMBER 31, 2024, WEST HEALTH INSTITUTE AND A RELATED ORGANIZATION, GARY AND MARY WEST MANAGEMENT COMPANY, INC. CREATED A NONQUALIFIED DEFERRED COMPENSATION INCENTIVE ("NQDC") PLAN FOR CERTAIN ELIGIBLE EMPLOYEES. CONTRIBUTIONS TO THE NQDC PLAN VEST OVER A THREE-YEAR SERVICE PERIOD. CONTRIBUTIONS ARE MADE ANNUALLY TO THE NQDC PLAN, AND CHANGES IN THE VALUE OF FUNDS HELD IN THE NQDC PLAN ARE SUBJECT TO MARKET CONDITIONS. WEST HEALTH INSTITUTE CONTRIBUTED TO THE NQDC PLAN DURING 2024. THE FOLLOWING INDIVIDUALS (LISTED ON SCHEDULE J) RECEIVED THESE CONTRIBUTIONS: $65,000 FOR SHELLEY LYFORD, $65,000 FOR TIMOTHY LASH AND $52,500 FOR ZIA AGHA. AS OF DECEMBER 31, 2024, THE FUNDS IN THE PLAN DECREASED IN VALUE BY $5,380. GARY AND MARY WEST MANAGEMENT COMPANY, INC. (A RELATED ORGANIZATION) ALSO CONTRIBUTED TO THE NQDC PLAN IN 2024. THE FOLLOWING INDIVIDUALS (LISTED ON SCHEDULE J) RECEIVED THESE CONTRIBUTIONS: $65,000 FOR SALLY HALLAK AND $52,500 FOR JONATHAN ZIFFERBLATT. AS OF DECEMBER 31, 2024, THE FUNDS IN THE PLAN DECREASED IN VALUE BY $4,652.

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

No itemized grants to organizations 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
17 October 2025
IRS schema version
2024v5.2
Source object
202542939349300019

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