2025-10-17T08:54:51-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 521492039 DAVID A WINSTON HEALTH POLICY FELLOWSHIP DAVI 2025850288 1341 G STREET NW 11TH FLOOR WASHINGTON DC 20005 KERRY MCATEER CHIEF OPERATING OFFICER 2025850288 2025-10-15 1 0 CHICHI MSANGI P01972113 5712279500 2025-10-07 2024 2025-03-06 01:10:19Z KERRY MCATEER 1341 G STREET NW 11TH FLOOR WASHINGTON DC 20005 3280486 0 1 X WWW.WINSTONFELLOWSHIP.ORG X 1986 DC TEACH STUDENTS ABOUT THE POLITICAL SYSTEM THROUGH THE ROLES OF BOTH PUBLIC & PRIVATE SECTORS. 16 16 7 16 0 0 528687 712045 0 0 163429 345092 0 -92327 692116 964810 180000 200000 0 0 295729 349279 0 0 40616 386421 328305 862150 877584 -170034 87226 5001844 5212842 385868 289795 4615976 4923047 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 300580 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. 217839 200000 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. 56628 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. 575047 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 6 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 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/CHAIR-ELECT 1.00 X X 0 0 0 RACHEL NUZUM TREASURER 2.00 X X 0 0 0 MARY GREALY IMMEDIATE PAST BOARD CHAIR 4.00 X 0 0 0 CHRIS JENNINGS 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 TRACY SPICER BOARD MEMBER 1.00 X 0 0 0 KRIPA SREEPADA 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 LANHEE CHEN BOARD MEMBER 1.00 X 0 0 0 KIMBERLY BRANDT BOARD MEMBER 1.00 X 0 0 0 SHOSHANA KRILOW BOARD MEMBER 1.00 X 0 0 0 DEAN ROSEN BOARD MEMBER (THRU 9/24) 1.00 X 0 0 0 MONICA POPP BOARD MEMBER 1.00 X 0 0 0 CHAD SHEARER FORMER FELLOWS DIRECTOR/BOARD MEMBER 1.00 X 0 0 0 KERRY MCATEER CHIEF OPERATING OFFICER 40.00 X 113829 0 13200 113829 0 13200 1 0 0 0 0 698595 13450 712045 129471 129471 2209424 1993803 215621 215621 215621 228905 698595 321873 -92968 -92968 MISCELLANEOUS REVENUE 900099 641 641 641 964810 0 0 252765 X 200000 200000 127029 82569 34298 10162 178499 128924 40519 9056 18684 13552 4207 925 25067 17400 6110 1557 31249 31249 36491 36491 112548 35692 73859 2997 14889 7789 7100 60000 31387 18476 10137 33009 31385 1180 444 33257 26073 6333 851 6586 2099 4487 MISC EXPENSE 276 276 877584 575047 261921 40616 272437 338697 69547 47286 1754 0 43744 87198 9940 5416 0 4524 4584431 4735137 29931 0 5001844 5212842 10937 9795 345000 280000 29931 0 385868 289795 X 4604065 4911136 11911 11911 4615976 4923047 5001844 5212842 87226 219845 0 X 0 1 X 1 0 X 642975 159197 453042 528687 712045 2495946 642975 159197 453042 528687 712045 2495946 2495946 118066 84069 97658 122354 129471 551618 239275 177458 235414 228905 881052 641 641 3929257 881052 0.63520 0.60330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9940 5416 4524 4524 X 1241132 219845 219845 1021287 36491 -92968 -56477 964810 934061 0 934061 36491 -92968 -56477 877584 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, 2024 AND 2023, 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT COSTS FOR ANNUAL BALL, NET -92,968. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT COSTS FOR ANNUAL BALL, NET -92,968. WINSTON BALL 927500 698595 228905 283330 11213 27330 927500 698595 228905 283330 11213 27330 321873 -92968 1 DAVID A. WINSTON HEALTH POLICY SCHOLARSHIPS 200000 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 EXTERNAL ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. IT UNDERGOES SEQUENTIAL REVIEW BY THE FINANCE COMMITTEE, EXECUTIVE COMMITTEE, AND THE FULL BOARD PRIOR TO IRS SUBMISSION. 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 15A BOARD CHAIR IN CONJUNCTION WITH THE EXECUTIVE COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. 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. FORM 990, PART IX, LINE 11G AUPHA: PROGRAM SERVICE EXPENSES 10,000. TOTAL EXPENSES 10,000. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 25,692. MANAGEMENT AND GENERAL EXPENSES 73,859. FUNDRAISING EXPENSES 2,997. TOTAL EXPENSES 102,548.