2023-11-15T10:56:08-06:00 2022-12-31 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2022-01-01 823871397 Whitman-Walker Institute Inc % JENNIFER MAHER WHIT 2027457000 1201 Sycamore Drive SE Washington DC 20032 KELLAN BAKER EXECUTIVE DIRECTOR 2027973500 2023-11-13 true KELLAN BAKER 999009999 Marc Berger P01871563 7038930600 2023-11-13 2 2022 2023-04-26 12:10:37Z X KELLAN BAKER 1201 Sycamore Drive SE Washington DC 20032 5833705 false X WWW.WHITMANWALKERIMPACT.ORG X 2017 DC SEE SCHEDULE O 7 7 0 7 0 0 2927638 5069799 682245 763906 0 0 0 0 3609883 5833705 0 0 0 0 3187790 4952498 0 0 0 1604020 2214537 4791810 7167035 -1181927 -1333330 1312758 2573252 4440133 7033957 -3127375 -4460705 X WHITMAN-WALKER INSTITUTE EXPANDS THE BODY OF KNOWLEDGE NEEDED TO STRENGTHEN OUR PROGRAM FOUNDATION OF CARE, ADVOCACY, RESEARCH, AND EDUCATION. THROUGH SUCH LEARNING, WE EMPOWER ALL PERSONS TO LIVE HEALTHLY, LOVE OPENLY, AND ACHIEVE EQUALITY AND INCLUSION. false false 4290253 0 0 WHITMAN-WALKER INSTITUTE CONDUCTS GRANT FUNDED RESEARCH ACTIVITY IN COOPERATION WITH THE NATIONAL INSTITUTE OF HEALTH. 861519 0 762406 WHITMAN-WALKER INSTITUTE CONDUCTS RESEARCH TRIALS AND OTHER CONTRACTUAL ACTIVITY IN COOPERATION WITH INDUSTRY PARTNERS. 436221 0 0 WHITMAN-WALKER INSTITUTE PROVIDES POLICY AND ADVOCACY WORK THAT IMPACTS THE METRO WASHINGTON'S LGBTQ COMMUNITIES. WHITMAN-WALKER INSTITUTE PROVIDES CLINICAL AND PUBLIC HEALTH EDUCATION TO HEALTH CARE PRACTITIONERS AND 48240 0 1500 COMMUNITY ORGANIZATIONS. 48240 0 1500 5636233 true true false true false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false X 7 7 false false false false true true true true true false false true true true true true true false false false X JENNIFER MAHER 2027974407 1201 SYCAMORE DRIVE SE WASHINGTON DC 20032 RYAN MORAN CEO - WW Health System 4.0 36.0 X 32417 243015 15605 CHRISTOPHER HOLLEMAN Financial Sr. Dir./Interim CFO 5.0 35.0 X 0 219571 53534 BETH CASEMEN GENERAL COUNSEL 3.0 37.0 X 39872 165389 42247 KELLAN BAKER EXECUTIVE DIRECTOR & CLO 40.0 0.0 X 210344 0 16942 RUPA PATEL CLINICAL SCIENTIST 40.0 0.0 X 172849 0 12653 LYNSAY EHUI CLINICAL RESEARCH CARE MANAGER 40.0 0.0 X 121406 0 46200 MEGAN DIETERICH RESEARCH CLINICIAN 40.0 0.0 X 121640 0 43790 ALLISON TALEN RESEARCH SCIENTIST 40.0 0.0 X 128792 0 17413 JENNAFER KWAIT RESEARCH SCIENTIST 40.0 0.0 X 119454 0 0 ROB BATARLA THRU 042222 CHIEF FINANCIAL OFFICER 1.0 39.0 X 0 93200 16481 JENNIFER MAHER As of 1022 Chief Financial Officer 5.0 35.0 X 0 40387 6086 ANN BONHAM BOARD CHAIR 2.0 2.0 X X 0 0 0 JENNIFER KATES VICE CHAIR 2.0 2.0 X X 0 0 0 ALISON GILL SECRETARY 2.0 0.0 X X 0 0 0 GREGORIO MILLET TREASURER 2.0 0.0 X X 0 0 0 SANDRA AJISAFE As of 0722 DIRECTOR 2.0 0.0 X 0 0 0 JEHAN EL-BAYOUMI DIRECTOR 2.0 2.0 X 0 0 0 DARRYL GORMAN As of 0722 DIRECTOR 2.0 0.0 X 0 0 0 946774 761562 270951 8 false true false 0 4597942 471857 5069799 INDUSTRY TRIALS 900099 197455 197455 CONTRACT ACTIVITY RELATED TO INDUSTRY TRIALS 900099 564951 564951 EDUCATION & TRAINING 900099 1500 1500 763906 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5833705 763906 0 0 0 0 299575 299575 0 3245084 2843562 401522 140784 121867 18917 938560 812447 126113 328495 284356 44139 315212 315212 22804 143 22661 3424 3424 0 0 0 614984 425566 189418 38030 38030 22798 21829 969 82424 9210 73214 0 683823 663077 20746 8948 8034 914 0 0 0 0 15879 15879 8085 8085 MEDICAL SUPPLIES & LAB FEES 201788 195877 5911 CLIENT ASSISTANCE/INCENTIVES 153876 149636 4240 MISCELLANEOUS EXPENSES 42462 38635 3827 7167035 5636233 1530802 0 16362 510552 0 0 1296396 1967710 0 0 0 0 0 0 0 0 0 0 0 41665 152783 99458 0 53325 0 0 0 0 0 0 0 0 0 0 1312758 2573252 205579 150454 0 0 298614 482074 0 0 0 0 0 0 0 0 0 0 3935940 6401429 4440133 7033957 X -3127375 -4460705 0 0 -3127375 -4460705 1312758 2573252 -1333330 X false true X true false X 5603 33875 16522 2927638 5069799 8053437 0 883036 765550 682245 763906 3094737 0 0 0 5603 916911 782072 3609883 5833705 11148174 0 0 0 11148174 0 0 0 0 0 0 85949 0 0 85949 5603 916911 868021 3609883 5833705 11234123 0.99235 0.00000 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 604 604 7166431 7167035 508352 127088 0 185902 350535 508352 1044789 1567184 0 3467 3504 604 7575 0 46476 87634 127088 261198 391797 107528 69948 37580 45255 29510 15745 53325 0 DUE TO RELATED PARTY 6401429 6401429 X FIN 48 FOOTNOTE - FORM 990, SCH D, PART X, LINE 2: THE ORGANIZATION IS INCLUDED IN WHITMAN WALKER HEALTH SYSTEM, INC.'S CONSOLIDATED AUDIT REPORT FOR THE YEAR ENDED DECEMBER 31, 2022. THE FOLLOWING FOOTNOTE REGARDING LIABILITY FOR UNCERTIAN TAX POSITIONS (FIN 48) IS FOUND IN THIS CONSOLIDATED REPORT. WHITMAN WALKER HEALTH SYSTEM, INC., WHITMAN-WALKER FOUNDATION, AND WHITMAN-WALKER INSTITUTE, ARE NONPROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) AND WHITMAN-WALKER REAL PROPERTY HOLDINGS CO. IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM DISTRICT OF COLUMBIA FRANCHISE, SALES AND USE, AND PROPERTY TAXES. WWHS IS SUBJECT TO FEDERAL OR STATE INCOME TAXES ON ITS UNRELATED BUSINESS INCOME, IF ANY. WWHS DETERMINES WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, WWHS MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED WWHS' TAX POSITIONS AND CONCLUDED THAT WWHS HAS TAKEN NO UNCERTAIN TAX POSITIONS NOR ARE THERE ANY RELATED PENALTIES AND INTEREST THAT REQUIRE ADJUSTMENT TO THE ACCOMPANYING FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WWHS IS SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS SINCE INCEPTION. X false false false false false false false false false RYAN MORAN CEO - WW Health System 32417 242583 0 0 0 432 0 1031 0 14574 32417 258620 0 0 CHRISTOPHER HOLLEMAN Financial Sr. Dir./Interim CFO 0 216399 0 850 0 2322 0 17380 0 36154 0 273105 0 0 KELLAN BAKER EXECUTIVE DIRECTOR & CLO 208954 0 850 0 540 0 2368 0 14574 0 227286 0 0 0 RUPA PATEL CLINICAL SCIENTIST 172354 0 0 0 495 0 0 0 12653 0 185502 0 0 0 LYNSAY EHUI CLINICAL RESEARCH CARE MANAGER 120184 0 850 0 372 0 9683 0 36517 0 167606 0 0 0 MEGAN DIETERICH RESEARCH CLINICIAN 120417 0 850 0 373 0 7276 0 36514 0 165430 0 0 0 BETH CASEMEN GENERAL COUNSEL 39872 163303 0 850 0 1236 0 6095 0 36152 39872 207636 0 0 FORM 990, PART I, LINE 1: WHITMAN-WALKER INSTITUTE SERVES AS THE KNOWLEDGE AND SCIENCE ARM OF THE HEALTH SYSTEM. THE INSTITUTE PROVIDES CLINCAL AND PUBLIC HEALTH EDUCATION TO HEALTH CARE PRACTIONERS AND COMMUNITY ORGANIZATIONS AND EXPRESSES ITS VIEWS ON policy and advocacy issues that impact LGBTQ communities in Metro Washington and across the country. WHITMAN WALKER INSTITUTE EXPANDS THE BODY OF KNOWLEDGE NEEDED TO STRENGTHEN OUR PROGRAM FOUNDATION OF CARE, ADVOCACY, RESEARCH, AND EDUCATION. THROUGH SUCH LEARNING, WE EMPOWER ALL PERSONS TO LIVE HEALTHLY, LOVE OPENLY, AND ACHIEVE EQUALITY AND INCLUSION. FORM 990, PART VI, SECTION A, LINE 6: WHITMAN WALKER HEALTH SYSTEM ELECTS AND MAY REMOVE THE DIRECTORS, THE EXECUTIVE DIRECTOR, AND THE CHAIR OF THE BOARD OF THE CORPORATION. WWHS FORMULATES AND IMPLEMENTS STRATEGIC PLANNING AND FINANCIAL MANAGEMENT, AND SELECTS A FISCAL AUDITOR ON BEHALF OF THE CORPORATION. THE CORPORATION MAY NOT, WITHOUT THE PRIOR APPROVAL OF WWHS, TAKE ANY OF THE FOLLOWING ACTIONS: I) EXPENDITURE OR DIVESTITURE OF THE CORPORATION'S CAPITAL ASSETS; II) INCURRENCE OR GUARANTEE OF DEBT; III) EXPENDITURE IN ANY AMOUNT IN EXCESS OF THE CORPORATION'S APPROVED ANNUAL OPERATING BUDGET; IV) DISSOLUTION OR LIQUIDATION OF THE CORPORATION; V) CREATION, DISSOLUTION, OR DIVESTITURE BY THE CORPORATION OF ANY SUBSIDIARY, PARTNERSHIP, OR LLC; VI) AMENDMENT OF THE CORPORATION'S ARTICLES OR BYLAWS; VII) ANY OTHER FUNDAMENTAL TRANSACTION, AS DEFINED IN THE DISTRICT OF COLUMBIA NONPROFIT CORPORATION ACT. FORM 990, PART VI, SECTION A, LINES 7A AND 7B: WHITMAN-WALKER HEALTH SYSTEM, AS THE CORPORATION'S SOLE MEMBER, HAS THE ABILITY TO APPOINT AND REMOVE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B: THE 990 IS REVIEWED BY THE AUDIT AND COMPLIANCE CHAIR AND BOARD TREASURER. PRIOR TO BEING FILED, IT IS DISTRIBUTED ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES TO ANNUALLY - AND WHEN THEY ARISE - DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND MONITORS POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINES 15A & 15B: THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS ESTABLISHED BY THE INSTITUTE'S CORPORATE PARENT, WHITMAN-WALKER HEALTH SYSTEM, USING COMPARABILITY DATA OBTAINED FROM FORM 990S OF OTHER ORGANIZATIONS OF SIMILAR SIZE, SCOPE, AND GEOGRAPHIC REGION. COMPENSATION OF KEY EMPLOYEES OF THE INSTITUTE IS DETERMINED BY ITS RELATED AFFILIATE UTILIZING COMPENSATION PUBLISHED BY THE ECONOMIC RESEARCH INSTITUTE AS WELL AS SALARY SURVEYS FROM THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 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