2023-11-15T19:40:09-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-01-01 521492039 DAVID A WINSTON HEALTH POLICY FELLOWSHIP DAVI 2025850288 1341 G STREET NW 11TH FLOOR WASHINGTON DC 20005 KERRY MCATEER CHIEF OPERATING OFFICER 2025850288 2023-11-14 1 KERRY MCATEER XXX-XX-XXXX 0 ROBERT WILLIAMS P01345960 5712279500 2023-11-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KERRY MCATEER 1341 G STREET NW 11TH FLOOR WASHINGTON DC 20005 2173052 0 X WWW.WINSTONFELLOWHIP.ORG X 1986 DC TEACH STUDENTS ABOUT THE POLITICAL SYSTEM THROUGH THE ROLES OF BOTH PUBLIC & PRIVATE SECTORS. 16 16 6 17 0 0 159197 453042 0 0 354635 251922 0 0 513832 704964 160377 190000 0 0 295421 276796 0 0 109858 217331 359870 673129 826666 -159297 -121702 5581478 4528323 116961 147228 5464517 4381095 X 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. 0 0 210216 0 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. 209488 190000 0 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. 51049 0 0 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. 470753 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X KERRY MCATEER 2025850288 1341 G STREET NW 11TH FLOOR WASHINGTON DC 20005 JULIE GOON CHAIR 2.00 X X 0 0 0 JANE HYATT THORPE SECRETARY 1.00 X X 0 0 0 RACHEL NUZUM TREASURER 2.00 X X 0 0 0 MARY GREALY BOARD MEMBER 4.00 X 0 0 0 CHRIS JENNINGS BOARD MEMBER 1.00 X 0 0 0 MARGARET GARIKES BOARD MEMBER 1.00 X 0 0 0 ALETHIA M JACKSON BOARD MEMBER 1.00 X 0 0 0 JAY KHOSLA BOARD MEMBER 1.00 X 0 0 0 CYBELE BJORKLUND BOARD MEMBER 1.00 X 0 0 0 MARTIN REISER BOARD MEMBER 1.00 X 0 0 0 DEAN ROSEN BOARD MEMBER 1.00 X 0 0 0 TRACY SPICER BOARD MEMBER 1.00 X 0 0 0 KRIPA SREEPADA BOARD MEMBER 1.00 X 0 0 0 GRACE-MARIE TURNER BOARD MEMBER 1.00 X 0 0 0 SHANNON WINSTON-GOEWEY BOARD MEMBER 1.00 X 0 0 0 SEAN CAVANAUGH BOARD MEMBER 1.00 X 0 0 0 KERRY MCATEER CHIEF OPERATING OFFICER 40.00 X 106329 0 11212 106329 0 11212 1 0 0 0 TYSONS CORNER RITZ CARLTON 1700 TYSONS CORNER DRIVE MCLEAN VA 22102 VENUE RENTAL 169553 1 413542 39500 453042 97658 97658 1444894 1290630 154264 154264 154264 177458 413542 177458 0 704964 0 0 251922 190000 190000 106328 69682 28576 8070 126554 82937 34012 9605 23904 15664 6425 1815 20010 13113 5378 1519 84000 9924 69611 4465 31299 3698 25937 1664 35428 35428 13431 10406 2843 182 13833 10633 3200 9365 1106 7761 498 47499 20139 22738 4622 29011 26423 1603 985 90063 17028 3380 69655 5687 2109 3578 MISC EXPENSE 254 254 826666 470753 246055 109858 166659 76263 208626 79690 50497 44832 7510 7510 0 0 5155696 4239406 0 88132 5581478 4528323 8961 8096 108000 51000 0 88132 116961 147228 X 5464517 4381095 5464517 4381095 5581478 4528323 -121702 -961720 0 X 0 1 X 1 0 X 492480 531465 642975 159197 630500 2456617 492480 531465 642975 159197 630500 2456617 83573 2373044 233923 183914 118066 84069 97658 717630 3174247 0.74760 0.70020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7510 7510 0 0 LEASE LIABILITY 88132 88132 X -273134 -961720 19050 -942670 669536 35428 35428 704964 810288 19050 19050 791238 35428 35428 826666 PART X, LINE 2: THE FELLOWSHIP IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FELLOWSHIP IS NOT A PRIVATE FOUNDATION. THE FELLOWSHIP HAS ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. AS OF DECEMBER 31, 2022 AND 2021, IT BELIEVES THAT THE TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL POSITION, CHANGES IN ITS NET ASSETS, OR CASH FLOWS. ANNUAL BALL 591000 413542 177458 166757 10701 591000 413542 177458 166757 10701 177458 0 1 DAVID A. WINSTON HEALTH POLICY SCHOLARSHIPS 19 190000 N/A N/A PART I, LINE 2: SCHOLARS ARE SELECTED BASED ON EXPRESSED AND DEMONSTRATED COMMITMENT TO HEALTH POLICY, LEADERSHIP, ACADEMIC ACHIEVEMENT, COMMUNITY INVOLVEMENT AND LONG-TERM CAREER INTEREST IN HEALTH POLICY. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHICH SHALL HAVE THE AUTHORITY TO ACT ON BEHALF OF THE CORPORATION, SUBJECT TO THE DIRECTIVES AND POLICIES OF THE BOARD OF DIRECTORS, IN-BETWEEN MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION PAYS A MONTHLY ADMINISTRATION FEE TO THE ASSOCIATION OF UNIVERSITY PROGRAMS IN HEALTH ADMINISTRATION TO ADVISE ON THE INITIAL APPLICATION PROCESS AND RANKINGS FOR BOTH THE FELLOWSHIP AND SCHOLARSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. BOARD EXECUTIVE COMMITTEE AND FINANCE COMMITTEE REVIEW BEFORE BEING SUBMITTED PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND SENIOR STAFF WILL ANNUALLY DISCLOSE AND PROMPTLY UPDATE ANY DISCLOSURES PREVIOUSLY MADE ON AN ANNUAL CONFLICT DISCLOSURE QUESTIONNAIRE FORM PROVIDED BY THE ORGANIZATION. FOR EACH INTEREST DISCLOSED, THE CHAIRPERSON OF THE BOARD, AS APPROPRIATE, WILL DETERMINE WHETHER THE ORGANIZATION SHOULD: (A) TAKE NO ACTION OR (B) DISCLOSE THE SITUATION MORE BROADLY AND INVITE DISCUSSION/RESOLUTION BY THE FULL BOARD OF WHAT ACTION TO TAKE, OR (C) REFRAIN FROM TAKING ACTION AND OTHERWISE AVOID THE CONFLICT. IN MOST CASES, THE BROADEST DISCLOSURE POSSIBLE IS ADVISABLE SO THAT DECISION-MAKERS CAN MAKE INFORMED DECISIONS THAT ARE IN THE BEST INTERESTS OF THE ORGANIZATION. THE BOARD GETS THE COI FORMS AT THE JANUARY BOARD MEETING AND IF THERE ARE ANY ISSUES THE BOARD DECIDES HOW TO HANDLE THE ISSUE PRESENTED. FORM 990, PART VI, SECTION B, LINE 15 BOARD CHAIR IN CONJUNCTION WITH THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE ORGANIZATION'S HEADQUARTERS AND ARE AVAILABLE UPON REQUEST.