2023-10-26T11:20:07-05:00 2022-12-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990PF 2022-01-01 275388874 GARY AND MARY WEST HEALTH POLICY CENTER INC GARY 2027298577 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 TIMOTHY LASH PRESIDENT 2027298577 2023-10-02 1 TIMOTHY LASH 999009999 1 DIANA MCCUTCHEN P00545657 7144367100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3200645 X 5857410 0 0 3490 0 3490 5860900 0 3490 366957 0 0 366957 1401116 0 0 1303817 273608 0 0 277667 11589 0 0 13442 29783 0 0 29783 911583 0 0 837554 27764 0 0 244512 0 0 222605 61605 0 0 59016 30170 0 0 31452 138776 0 0 138468 3497463 0 0 3280761 2385378 2343556 5882841 0 0 5624317 -21941 0 3490 1268372 1052063 1052063 187 3781 187 187 81549 62236 62236 1249314 1154102 113280 95212 95212 771108 1990947 1990947 2238090 3200645 3200645 2249849 3234345 2249849 3234345 X -182329 -175169 170570 141469 -11759 -33700 2238090 3200645 -11759 -21941 0 -33700 0 -33700 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 DC DE 1 1 0 0 0 1 WWW.WESTHEALTH.ORG SALLY HALLAK 8585357000 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 TIMOTHY LASH 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 CHAIRMAN/PRESIDENT 10.00 196569 0 0 MARK MCCLELLAN 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 BOARD OF DIRECTORS 5.00 0 0 0 GARY WEST 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 BOARD OF DIRECTORS 5.00 0 0 0 NICK VALERIANI 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 BOARD OF DIRECTORS 5.00 0 0 0 SALLY HALLAK 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 SECRETARY/TREASURER/CFO 5.00 53714 0 0 JONATHAN ZIFFERBLATT 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 CHIEF STRATEGY OFFICER 5.00 116674 0 0 CRISTINA BOCCUTI 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 DIR. HEALTH POLICY 40.00 268575 40835 0 SEAN DICKSON 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 DIR. HEALTH POLICY 40.00 225656 20023 0 AMY HERR 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 DIR. HEALTH POLICY 40.00 197337 29276 0 CAROLINE PICHER 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 SENIOR RESEARCH ASSO 40.00 94715 14099 0 SUNJUANA CASTORENA 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 RESEARCH ASSOCIATE 40.00 52911 6098 0 1 GARY AND MARY WEST MANAGEMENT COMPANY 5800 ARMADA DRIVE SUITE 100 CARLSBAD CA 92008 MANAGEMENT SERVICES 578048 WAXMAN CONSULTING INC 1150 CONNECTICUT AVENUE NW SUITE 800 WASHINGTON DC 20036 CONSULTANTS 333333 HART HEALTH STRATEGIES INC 611 PENNSLYVANIA AVENUE SE 393 WASHINGTON DC 20003 CONSULTANTS 238337 WILLIAM SCANLON 3055 CROSEN COURT OAK HILL VA 20171 CONSULTANTS 112200 ACTUARIAL RESEARCH CORPORATION 6928 LITTLE RIVER TURNPIKE SUITE E ANNANDALE VA 22003 CONSULTANTS 84148 3 SEE STATEMENT 10 4957187 0 0 2142396 0 2142396 0 0 2142396 32136 2110260 105513 X 5624317 0 1202357 6826674 2012-01-09 X 3490 0 0 0 3490 2967 0 0 0 2967 6826674 5780214 5920223 5512801 24039912 2343556 1554638 1687938 1121051 6707183 4483118 4225576 4232285 4391750 17332729 0 0 70342 63945 68909 71249 274445 0 0 0 0 X CENTER FOR HEALTH CARE STRATEGIES INC 200 AMERICAN METRO BLVD SUITE 119 HAMILTON NJ 08619 NONE PC SUPPORT THE DEVELOPMENT OF LEARNING COLLABORATIVE (DEVELOP CURRICULUM AND RELATED ISSUE BRIEF, RECRUIT STATES) TO PROMOTE THE DEVELOPMENT OF MASTER PLANS FOR AGING IN OTHER STATES. 96707 CENTER FOR HEALTH POLICY DEVELOPMENT PO BOX 405 BRATTLEBORO VT 053020405 NONE PC BUILD A TECHNICAL ASSISTANCE PROJECT TO ASSIST STATE HEALTH LEADERS WITH BUILDING MULTIPAYER DELIVERY SYSTEM REFORM EFFORTS AND EXECUTE A SUMMIT ON KEY STATE AGING ISSUES FOR SENIOR STATE LEADERS. 400000 COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET 1900 M STREET NW STE 850 WASHINGTON DC 20036 NONE PC ANALYSIS OF POLICY OPTIONS TO LOWER HEALTH CARE SPENDING IN THE U.S. AS PART OF THE HEALTH SAVERS INITIATIVE. 200000 DUKE-MARGOLIS CENTER FOR HEALTH POLICY PO BOX 602651 CHARLOTTE NC 282602651 NONE PC RESEARCH ON ACCELERATING VALUE-BASED CARE IMPACT AT THE STATE AND NATIONAL LEVEL. 289778 FAMILIES USA FOUNDATION INC 1225 NEW YORK AVE NW SUITE 500 WASHINGTON DC 20005 NONE PC DEVELOP MESSAGING GUIDE ON SUPPORT FOR REFORMING PROVIDER COSTS. 200000 GRANTMAKERS IN AGING 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 NONE PC CONVENE AND FACILITATE A NEW FUNDERS COMMUNITY FOR THOSE WHO ARE EXPLORING, INITIATING, OR IMPLEMENTING STATE, REGIONAL, OR LOCAL MASTER PLANS ON AGING (MPA). 10625 HEALTH CARE COST INSTITUTE INC 1100 G STREET NW SUITE 600 WASHINGTON DC 20005 NONE POF PROVIDE ACCESS TO HCCI DATA ENCLAVE WHICH HOUSES DE-IDENTIFIED HEALTHCARE CLAIMS FOR INDIVIDUALS COVERED BY EMPLOYER-SPONSORED INSURANCE. COLLABORATION ON ISSUE BRIEFS DESCRIBING AND DOCUMENTING RISING HEALTH CARE PRICES IN THE U.S. 153000 NATIONAL PACE ASSOCIATION (NPA) 675 N WASHINGTON ST STE 300 ALEXANDRIA VA 22314 NONE PC THE NATIONAL PACE ASSOCIATION (NPA) ADVANCES THE EFFORTS OF PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). PACE PROGRAMS COORDINATE AND PROVIDE ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES FOR SENIORS. 228748 PATIENTS FOR AFFORDABLE DRUGS INC 1120 20TH STREET NW SUITE 501-S WASHINGTON DC 20036 NONE PC REPORT ON IMPACT OF DRUG PRICE LIMITATIONS ON PATIENTS WITH CANCER. 50000 PURCHASER BUSINESS GROUP ON HEALTH 275 BATTERY STREET SUITE 480 SAN FRANCISCO CA 94111 NONE PC EDUCATE POLICYMAKERS ON PERSPECTIVE OF LARGE EMPLOYERS ON DRUG SPENDING REFORMS. 70000 RESEARCH FOUNDATION FOR MENTAL HYGIENE INC 150 BROADWAY STE 301 MENANDS NY 12204 NONE PC PROVIDE SUPPORT OF THE ANNUAL HEALTH AND AGING POLICY FELLOWS BY COORDINATING TARGETED WORKING SESSIONS RELATED TO EXPLORING AGING POLICY ISSUES. 250000 THE BRIGHAM AND WOMEN'S HOSPITAL INC 75 FRANCIS STREET BOSTON MA 02115 NONE PC RESEARCH ENGAGEMENT ON STRATEGIES TO REDUCE INTELLECTUAL PROPERTY BARRIERS TO GENERIC ENTRY AND RELATED POLICY SOLUATIONS. 56326 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 920930967 NONE PC STUDY TO ESTIMATE DRUG PRICING DYNAMICS AMONG COMPETING BRAND PRODUCTS, DRUGS ELIGIBLE FOR MEDICARE NEGOTIATION, AND ESTIMATE CHANGES IN BRAND DRUG PRICES THROUGHOUT THE LIFECYCLE. 220002 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 3333 CALIFORNIA STREET SUITE 315 SAN FRANCISCO CA 94143 NONE PC RESEARCH ON ASSESSING DENTAL CARE ACCESS FOR LOW-INCOME ADULTS IN CALIFORNIA AND ANALYSIS OF DENTI-CAL CLAIMS EXPERIENCE AND THE ORAL HEALTH WORKFORCE. 68370 TRADEOFFS INC 424 SOUTH 47TH STREET PHILADELPHIA PA 19143 NONE PC COLLABORATION ON MEDIA PROJECT INVESTIGATING DRUG COSTS, HOSPITAL COSTS, AND LOW VALUE CARE. 50000 2343556 ALLIANCE FOR HEALTH POLICY P O BOX 56518 WASHINGTON DC 20040 NONE PC DEVELOP AND EXECUTE EDUCATIONAL SERIES EXCLUSIVELY TO ADVANCE EDUCATION AND DIALOGUE ON HEALTH CARE COSTS AND AGING. 45000 AMERICAN SOCIETY ON AGING 605 MARKET STREET STE 1111 SAN FRANCISCO CA 94105 NONE PC PROVIDE YEAR-ROUND EDUCATIONAL PROGRAMS THAT ADDRESS MASTER PLANS FOR AGING (MPA), AMPLIFY MPA-RELATED THOUGHT LEADERSHIP AND CONVENE AN MPA NATIONAL SYMPOSIUM AT ASA'S NATIONAL MEMBERSHIP CONFERENCE, ON AGING. 20700 CENTER FOR HEALTH CARE STRATEGIES INC 200 AMERICAN METRO BLVD SUITE 119 HAMILTON NJ 08619 NONE PC SUPPORT THE DEVELOPMENT OF LEARNING COLLABORATIVE (DEVELOP CURRICULUM AND RELATED ISSUE BRIEF, RECRUIT STATES) TO PROMOTE THE DEVELOPMENT OF MASTER PLANS FOR AGING IN OTHER STATES. 120000 DUKE-MARGOLIS CENTER FOR HEALTH POLICY PO BOX 602651 CHARLOTTE NC 282602651 NONE PC RESEARCH ON ACCELERATING VALUE-BASED CARE IMPACT AT THE STATE AND NATIONAL LEVEL. 72441 GEORGETOWN UNIVERSITY PO BOX 825738 PHILADELPHIA PA 191825738 NONE PC COMPLETE AN ENVIRONMENTAL SCAN AND POLICY ACTION TOOL KIT AROUND STATE ACTION TO PROTECT CONSUMERS FROM HOSPITAL OUTPATIENT DEPARTMENT FACILITY FEES. 30000 GRANTMAKERS IN AGING 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 NONE PC CONVENE AND FACILITATE A NEW FUNDERS COMMUNITY FOR THOSE WHO ARE EXPLORING, INITIATING, OR IMPLEMENTING STATE, REGIONAL, OR LOCAL MASTER PLANS ON AGING (MPA). 10000 MEDICARE RIGHTS CENTER INC 266 W 37TH STREET 3RD FLOOR NEW YORK NY 10018 NONE PC OBTAIN TECHNICAL ASSISTANCE AND EDUCATION ON WAYS FOR STATES TO EXPAND ELIGIBILITY AND ENROLLMENT IN THE MEDICARE SAVINGS PROGRAMS TO LOWER PREMIUMS AND OUT-OF-POCKET COSTS FOR LOWER-INCOME MEDICARE BENEFICIARIES. 25000 NATIONAL ACADEMY OF SOCIAL INSURANCE 1441 L ST NW SUITE 530 WASHINGTON DC 20005 NONE PC UPDATE PUBLICLY-USED WEB-BASED INFORMATION ON MEDICARE BENEFICIARY COST SHARING, MEDICARE SAVINGS PROGRAMS, MEDICALLY-NECESSARY DENTAL COVERAGE, AND PART D BENEFITS. 27000 PURCHASER BUSINESS GROUP ON HEALTH 275 BATTERY STREET SUITE 480 SAN FRANCISCO CA 94111 NONE PC EDUCATE POLICYMAKERS ON PERSPECTIVE OF LARGE EMPLOYERS ON DRUG SPENDING REFORMS. 75000 T1INTERNATIONAL USA PO BOX 13344 PORTLAND OR 97213 NONE PC RESEARCH THE CURRENT LANDSCAPE AT THE STATE AND FEDERAL LEVEL REGARDING POLICIES TO INCREASE INSULIN AFFORDABILITY AND ACCESS, INCLUDING THE IMPACT OF BIOSIMILAR INSULIN. DEVELOP MODEL POLICIES AND DISSEMINATE THOSE POLICY IDEAS. 55000 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 920930967 NONE PC STUDY TO ESTIMATE DRUG PRICING DYNAMICS AMONG COMPETING BRAND PRODUCTS, DRUGS ELIGIBLE FOR MEDICARE NEGOTIATION, AND ESTIMATE CHANGES IN BRAND DRUG PRICES THROUGHOUT THE LIFECYCLE. 13222 493363 MISCELLANEOUS INCOME 31 PROPERTY TAX REFUND 3459 0 0 3490 3490 7 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 X X 1 GARY AND MARY WEST FOUNDATION 10350 N TORREY PINES RD LA JOLLA CA 92037 5857410 X ACCOUNTING FEES 29783 0 0 29783 HEALTH CARE COST INSTITUTE INC 1100 G STREET NW SUITE 600 WASHINGTON DC 20005 2022-01-01 153000 PROVIDE ACCESS TO HCCI DATA ENCLAVE WHICH HOUSES DE-IDENTIFIED HEALTHCARE CLAIMS FOR INDIVIDUALS COVERED BY EMPLOYER-SPONSORED INSURANCE. COLLABORATE ON ISSUE BRIEFS DESCRIBING AND DOCUMENTING RISING HEALTH CARE PRICES IN THE U.S. 153000 NONE 08/28/2023 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE INFORMATION FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A IN 2022, THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. ("WHPC OR "POLICY CENTER") CONTINUED TO MAKE PROGRESS ON ADVANCING THE MISSION OF LOWERING THE COST OF HEALTHCARE TO ENABLE SENIORS TO SUCCESSFULLY AGE IN PLACE WITH ACCESS TO HIGH-QUALITY, AFFORDABLE HEALTH AND SUPPORT SERVICES THAT PRESERVE AND PROTECT THEIR DIGNITY, QUALITY OF LIFE AND INDEPENDENCE. THE POLICY CENTER'S EFFORTS ARE NONPARTISAN AND STRATEGICALLY ALIGNED TO THE GARY AND MARY WEST HEALTH INSTITUTE ("WHI"). THROUGHOUT 2022, WHPC ENGAGED IN SUPPORTIVE RESEARCH AND ANALYSIS OF POLICY PROPOSALS TO LOWER HEALTHCARE SPENDING AND IMPLEMENT ALTERNATIVE, VALUE-BASED HEALTHCARE DELIVERY AND PAYMENT MODELS AIMED AT IMPROVING THE QUALITY AND AFFORDABILITY OF CARE, PARTICULARLY FOR OUR FASTGROWING AND DIVERSE POPULATION OF SENIORS. THE POLICY CENTER'S MAIN PRIORITIES FOR 2022 WERE TO SUPPORT WORK IN SERVICE OF:1) LOWERING HEALTHCARE COSTS/SPENDING, 2) IMPROVING GERIATRIC CARE AND SUCCESSFUL AGING, AND 3) SEEKING OUT AND LEVERAGING OPPORTUNITIES TO FURTHER WEST HEALTH PRIORITIES INTERNALLY AND EXTERNALLY.ACTIVITIES:LOWER HEALTHCARE COSTSOVERALL, OUR WORK ON LOWERING HEALTHCARE COSTS FOCUSES ON RAISING AWARENESS OF THE U.S. HEALTHCARE COST CRISIS AND ANALYZING CROSS-CUTTING, ACTIONABLE POLICY SOLUTIONS FOR EMPLOYERS, STATES, THE FEDERAL GOVERNMENT, AND HOUSEHOLDS. OUR ATTENTION IN 2022 WAS ON STUDYING POLICIES THAT COULD LOWER PRESCRIPTION DRUG PRICES, ACCELERATE THE MOVE TO A VALUE-BASED CARE SYSTEM, AND INCREASE PRICE TRANSPARENCY. THESE SOLUTIONS ARE KEY TO LOWERING HEALTHCARE COSTS, IMPROVING HEALTH OUTCOMES, AND ENABLING THE CREATION OF A SYSTEM THAT IS MORE TRANSPARENT, COMPETITIVE, AFFORDABLE, PERSON-CENTERED, QUALITY-DRIVEN, AND SUSTAINABLE.RAISE AWARENESS OF SPENDING CRISIS AND URGENCYTO GARNER THE ATTENTION OF POLICYMAKERS, ADMINISTRATORS, THE BUSINESS COMMUNITY, AND U.S. HOUSEHOLDS ON THE HEALTHCARE CRISIS, WHPC UNDERTOOK A VARIETY OF KEY PUBLIC AND POLICYMAKER EDUCATION AND AWARENESS STRATEGIES IN 2022. IN CONJUNCTION WITH WHI, WE COLLABORATED ON PUBLIC POLLING ACTIVITIES AT THE STATE AND NATIONAL LEVEL WITH GALLUP AND OTHERS. IN 2022, WE PREPARED FIVE ARTICLES RELATED TO AMERICANS' GROWING STRUGGLE TO PAY FOR HEALTHCARE AND TRADEOFFS THEY ARE MAKING TO AFFORD CARE. WE UNVEILED TWO COMPOSITE INDICES: WEST HEALTH-GALLUP HEALTHCARE AFFORDABILITY INDEX AND HEALTHCARE VALUE INDEX. THE HEALTHCARE AFFORDABILITY INDEX ASSESSES THE PUBLIC'S ABILITY TO AFFORD THE HEALTHCARE THEY NEED, WHILE THE HEALTHCARE VALUE INDEX SYNTHESIZES AMERICANS' PERCEPTIONS OF THE QUALITY OF CARE RELATIVE TO COST. WE PRODUCED ISSUE BRIEFS AND SLIDE DECKS; USED PUBLIC-FACING MEDIA AND COMMUNICATIONS PLATFORMS AND DISSEMINATED WHPC'S HEALTHCARE SPENDING EXPERTISE THROUGH NATIONWIDE SPEAKING ENGAGEMENTS. OUR WORK WITH FAMILIES USA CONTINUED TO PROVIDE POLICYMAKERS AND ADVOCACY ORGANIZATIONS WITH INFORMED MESSAGING ON PROVIDER PRICING ISSUES. THROUGHOUT THIS WORK, WE HAVE ANALYZED DATA AND PRESENTED INFORMATION THROUGH AN EQUITY LENS.DEVELOP ACTIONABLE POLICIES TO LOWER DRUG COSTSTRATEGIES TO REDUCE THE RISING COST OF PHARMACEUTICALS WERE A KEY COMPONENT OF OUR WORK TO LOWER HEALTHCARE SPENDING. WHPC ENGAGED IN SEVERAL MODELING EXERCISES TO DEMONSTRATE SAVINGS FROM VARIOUS POLICY OPTIONS TO LOWER SPENDING ON PRESCRIPTION DRUGS, INCLUDING ONES THAT ESTIMATED SAVINGS TO THE COMMERCIAL MARKET ASSOCIATED WITH MEDICARE NEGOTIATION OF DRUG PRICES. WHPC CONTINUED RESEARCH AND POLICY DEVELOPMENT ON OTHER STRATEGIES TO REDUCE DRUG SPENDING, INCLUDING MODELS OF EVIDENCE-BASED LAUNCH PRICE CONTROLS, AND REFORMS TO EXCESSIVE PATENT EXCLUSIVITY AS A BARRIER TO GENERIC ENTRY. IN 2022, WHPC CONTINUED TO WORK WITH THE COUNCIL FOR INFORMED DRUG SPENDING ANALYSIS (CIDSA), AN INDEPENDENT THIRD-PARTY RESOURCE BROUGHT TOGETHER BY WHPC, FOR EXPERT OPINION AND ASSESSMENTS OF DRUG SPENDING PROPOSALS TO PROVIDE POLICYMAKERS AND THE MEDIA WITH A NON-INDUSTRY PERSPECTIVE ON PHARMACEUTICAL POLICY. UNDER CIDSA, WHPC PUBLISHED IMPACT ESTIMATES OF DRUG SPENDING REFORMS, CONSIDERED THE IMPACT OF INFLATION PENALTIES UNDER VARIOUS ITERATIONS AS WELL AS THE IMPACT OF MEDICARE OUT-OF POCKET CAPS AND LIMITS ON INSULIN COST-SHARING. CIDSA ALSO HOSTED A SERIES OF BRIEFINGS ON DRUG SPENDING POLICIES AND REFORMS. IN 2022, WHPC EXPANDED ITS COLLABORATION WITH UNIVERSITY OF CALIFORNIA SAN DIEGO'S (UCSD'S) SCHOOL OF PHARMACY AND PHARMACEUTICAL SCIENCES TO ASSESS THE IMPACT OF COMPETITION ON DRUG PRICES. WHPC ALSO PUBLISHED OPINION PIECES REGARDING PRESCRIPTION DRUG POLICIES IN JOURNALS AND OTHER MEDIA.DEVELOP ACTIONABLE POLICIES TO REDUCE VOLUME INCENTIVES IN FEE-FOR-SERVICEVALUE-BASED CARE (VBC), WHICH INCORPORATES RISK FOR BOTH HEALTH AND SPENDING OUTCOMES INTO PAYMENT RATES, HAS THE POTENTIAL TO REDUCE MANY OF THE VOLUME-BASED FINANCIAL INCENTIVES THAT ARE DRIVING UP PER-CAPITA HEALTHCARE COSTS. FROM THE LEARNINGS OF WORK COMPLETED IN PRIOR YEARS, WHPC CONTINUED TO PARTNER WITH THE DUKE-MARGOLIS CENTER FOR HEALTH POLICY TO PURSUE ACTIONABLE STRATEGIES TO SPREAD AND SCALE VALUE-BASED CARE ACROSS THE COUNTRY. IN 2022, OUR COLLABORATION INCLUDED SIGNIFICANT ENGAGEMENT WITH WHI TO IDENTIFY OPPORTUNITIES TO EXPAND HOME-BASED CARE IN MEDICARE AND THROUGH CMMI MODELS. THIS PARTNERSHIP PRODUCED A PUBLICATION TO AID POLICYMAKERS IN VALUE-BASED PRICING: THE FUTURE OF RISK ADJUSTMENT: SUPPORTING EQUITABLE, COMPREHENSIVE HEALTH CARE. THIS WORK IDENTIFIED A SET OF GUIDING PRINCIPLES FOR RISK ADJUSTMENT REFORM, RECOGNIZING THE SUBSTANTIAL EVIDENCE LINKING SOCIAL RISK FACTORS TO UNMET HEALTH NEEDS. IN PARTNERSHIP WITH THE UNITED STATES OF CARE (USOFCARE), WHPC AND WHI COLLABORATED ON A PUBLICLY RELEASED POLICY PLAYBOOK THAT HIGHLIGHTS THE EFFECTIVE USE OF VIRTUAL CARE IN VALUE-BASED PAYMENT ARRANGEMENTS. SPECIFICALLY, THIS PLAYBOOK OFFERS LEARNINGS FOR HEALTHCARE PROVIDERS, INSURERS, AND POLICYMAKERS REGARDING OLDER ADULTS' EXPERIENCES OF VIRTUAL HEALTHCARE DURING THE PANDEMIC. THE 2022 UPDATE FEATURED NEW CASE STUDIES AND FRESH POLLING COMPARING AMERICANS' VIEWS OF VIRTUAL CARE AT THE END OF 2020 AND 2021.HIGHLIGHT THE NEED FOR TRANSPARENCY IN THE HEALTH CARE SYSTEMTRANSPARENCY, IN A VARIETY OF CONTEXTS, IS A VITAL COMPONENT OF ADDRESSING EXORBITANT HEALTHCARE COSTS. IN COLLABORATION WITH THE HEALTH CARE COST INSTITUTE (HCCI), WHPC IS ANALYZING A LARGE SET OF COMMERCIAL INSURER DATA TO EXPOSE THE MARKET FAILURES THAT EXIST IN THE U.S. HEALTHCARE SYSTEM WHEN PAYERS DO NOT HAVE ACCESS TO COMPETITIVE PRICES. IN 2022, THIS WORK PRODUCED AN ANALYSIS DEMONSTRATING THE EXTREMELY HIGH MARK-UP THAT COMMERCIAL INSURERS PAY FOR LAB TESTS BILLED BY HOSPITAL OUTPATIENT DEPARTMENTS, RELATIVE TO PHYSICIAN OFFICES. BUILDING ON PRIOR RESEARCH REGARDING HOSPITAL PRICES IN CALIFORNIA, WHPC PURCHASED ADDITIONAL DATA TO EXAMINE HOSPITAL PRICES ACROSS PAYERS AND BEGAN AN ANALYSIS TO EXPOSE UNEXPLAINED PRICE VARIATION. ADDITIONALLY, WHPC DISSEMINATED AN ANALYSIS THAT ESTIMATES THE EFFECTS OF MEDICARE BENEFIT CHANGES TO LOWER OUT-OF-POCKET COSTS FOR BENEFICIARIES WITH NO SUPPLEMENTAL COVERAGE. IN COLLABORATION WITH THE NATIONAL ACADEMY FOR STATE HEALTH POLICY (NASHP), WHPC ENGAGED WITH A HEALTHCARE COST WORKING GROUP TO DEVELOP A FRAMEWORK FOR MULTIPAYER ALIGNMENT ON THE COST AND QUALITY OF HEALTHCARE. THE FRAMEWORK WAS RELEASED PUBLICLY AND SUBSEQUENTLY PROVIDED TO FEDERAL AND STATE OFFICIALS, INCLUDING MEDICARE, MEDICAID, STATE EMPLOYERS, AS WELL AS COMMERCIAL INSURERS.SUCCESSFUL AGINGIN 2022, WHPC CONTINUED TO IDENTIFY AND ADVANCE POLICIES WHICH SUPPORT THE ORGANIZATIONAL GOAL OF SUCCESSFUL AGING AS EMBODIED IN OUR MISSION TO ALLOW SENIORS TO INDEPENDENTLY AGE IN-PLACE IN THEIR HOMES AND COMMUNITIES WITH THE HIGH QUALITY OF LIFE THEY DESERVE. AREAS OF INTEREST ALSO INCLUDE THE EXPANSION OF GERIATRIC EMERGENCY DEPARTMENTS (GEDS) AND THE PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) PROGRAM, SENIOR ORAL HEALTH, AND IMPROVING TELEHEALTH FOR OLDER ADULTS. ADDITIONALLY, WHPC CONTINUED TO TRACK STATE AND FEDERAL POLICIES TO PROVIDE GUIDANCE ON CURRENT AND FUTURE PROJECTS ON SUCCESSFUL AGING.ACUTE CARE / GERIATRIC EMERGENCY DEPARTMENT (GED) EXPANSIONGERIATRIC EMERGENCY DEPARTMENTS PROVIDE A MODEL OF CARE THAT IS A CORE COMPONENT OF WEST HEALTH'S EFFORTS IN SUCCESSFUL AGING. IN 2022, WHPC CONTINUED TO PLAY A KEY ROLE IN THE DISSEMINATION OF BEST PRACTICES, INCLUDING TRANSITIONAL MODELS OF CARE AND REIMBURSEMENT STRATEGIES FOR ALTERNATIVE PAYMENT MODELS, THROUGHOUT CALIFORNIA AND NATIONALLY. IN 2022, WHPC CONTINUED TO WORK WITH THE GERIATRIC EMERGENCY DEPARTMENT COLLABORATIVE (GEDC), A COLLABORATION OF LEADING HEALTH CARE SYSTEMS THAT HAVE INSTITUTED CUTTING-EDGE QUALITY IMPROVEMENTS IN THEIR EMERGENCY DEPARTMENTS (OFTEN MULTIPLE EMERGENCY DEPARTMENTS PER HEALTH CARE SYSTEM) AND SHARE AND DEFINE BEST PRACTICES IN GERIATRIC EMERGENCY MEDICINE. WITH CONSULTATION FROM WHPC, IN 2022, THE GEDC CONTINUED TO RESEARCH, DEFINE, AND IMPLEMENT BEST PRACTICES, EXPAND TO ADDITIONAL HEALTH CARE SYSTEMS THROUGHOUT THE NATION, AND TRAIN NURSES, DOCTORS, CASE MANAGERS, AND OTHERS IN BEST PRACTICES. GEDC HAS ONGOING COLLABORATIONS WITH WHPC TO IDENTIFY POLICY OPPORTUNITIES WITHIN GERIATRIC EMERGENCY MEDICINE AS WELL AS EXAMINE THE SUSTAINABILITY AND SCALABILITY OF MULTIPLE INITIATIVES.CHRONIC CARE/PACEWEST HEALTH HAS IDENTIFIED FRAIL/VULNERABLE OLDER ADULTS WITH COMPLEX HEALTH AND SOCIAL SUPPORT NEEDS AS A POPULATION OF FOCUS IN ADVANCING WORK IN BOTH SUCCESSFUL AGING AS WELL AS ADDRESSING HEALTH COSTS. POLICY AND HEALTH MODELS THAT ADDRESS THE NEEDS OF SUCH INDIVIDUALS ARE OF SIGNIFICANT INTEREST. ONE SUCH MODEL IS THE PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE FORM 990-PF, PART VI-B, QUESTION 1A(3) IN 2022, 99TEN BUSINESS SOLUTIONS, LLC, IN WHICH A DISQUALIFIED PERSON OWNS GREATER THAN 35%, PROVIDED IT SERVICES IN THE AMOUNT OF $39,708 TO THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. ON AN ARMS-LENGTH BASIS. THESE ARE PROFESSIONAL SERVICES AND ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(E). ELECTIONS SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. FORM 990-PF, PART VI-A, LINE 3 THE BYLAWS WERE AMENDED TO CHANGE THE PERMANENT MEMBER FROM GARY AND MARY WEST FOUNDATION TO GARY AND MARY WEST CHARITABLE TRUST. LEASEHOLD/TENANT IMPROVEMENTS 358190 329923 28267 28267 FURNITURE & FIXTURES 364363 335609 28754 28754 COMPUTER/PHONE EQUIPMENT 428194 394402 33792 33792 INTANGIBLE ASSET 98567 94168 4399 4399 LEGAL FEES 11589 0 0 13442 LEASE/RENT DEPOSIT 25765 52944 52944 OPERATING LEASE RIGHT-OF-USE ASSET 745343 1938003 1938003 BUILDING MAINTENANCE 14325 0 0 14325 OFFICE EQUIPMENT & WIRELESS 64365 0 0 65767 OFFICE SUPPLIES 619 0 0 640 MEALS AND ENTERTAINMENT 8010 0 0 7724 INSURANCE 10259 0 0 5838 PAYROLL PROCESSING FEES 7905 0 0 7725 EE MORALE/WELFARE 3735 0 0 4596 OTHER EXPENSES 2547 0 0 3821 POSTAGE/COURIER/MAIL SERVICE 290 0 0 290 DUES AND MEMBERSHIPS 2674 0 0 2186 LICENSES & PERMITS 899 0 0 2860 EVENT SPONSORSHIP 17404 0 0 17404 PROGRAM COMMUNICATIONS 5744 0 0 5292 MISCELLANEOUS INCOME 31 31 PROPERTY TAX REFUND 3459 3459 MANAGEMENT/ADMINISTRATIVE SERVICES 47716 0 0 47716 CONTRACTORS 798446 0 0 717894 IT/WEB CONSULTANT SERVICE FEES 65421 0 0 71944