GARY AND MARY WEST HEALTH INSTITUTE (EIN 264146730) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

SHELLEY LYFORD

Phone

8585357000

Tax Period

2023-01-01 to 2023-12-31

GARY AND MARY WEST HEALTH INSTITUTE, founded in 2009, is a mid-sized nonprofit in the Medical Research sector that reported $21.2M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

CONDUCTING MEDICAL RESEARCH WITH HOSPITALS TO REDUCE HEALTHCARE COSTS WITH A FOCUS ON SENIORS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $20,989,001

Program Service Revenue $0

Investment Income $167,669

Other Revenue $84,471

TOTAL REVENUE $21,241,141

Expense Breakdown

Grants Paid $6,893

Salaries & Benefits $5,630,114

Fundraising Expenses $0

Program Expenses $14,779,532

Other Expenses $15,491,918

TOTAL EXPENSES $21,128,925

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,241,141	$17,478,241	+0.2%
Expenses	$21,128,925	$21,199,946	0.0%
Net Income	$112,216	$-3,721,705	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,642,784

Total Directors

$849,742

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELLEY M LYFORD	DIRECTOR, CHAIR & CEO	30.00	Officer Director	$829,386	$20,356	$849,742
CHARLES SEDERSTROM	DIRECTOR	5.00	Director	$0	$0	$0
GARY WEST	DIRECTOR	5.00	Director	$0	$0	$0
MARK MCCLELLAN	DIRECTOR	5.00	Director	$0	$0	$0
NICK VALERIANI	DIRECTOR	5.00	Director	$0	$0	$0
ZIA AGHA	CMO & EVP CLINICAL RESEARCH	40.00	Officer	$772,492	$76,914	$849,406
TIMOTHY LASH	PRESIDENT	30.00	Officer	$721,307	$58,219	$779,526
JONATHAN ZIFFERBLATT	CHIEF STRATEGY OFFICER	40.00	Officer	$0	$59,987	$625,637
SALLY HALLAK	CFO, SECRETARY AND TREASURER	30.00	Officer	$0	$34,330	$538,473
LIANE WARDLOW	SENIOR DIRECTOR, CLINICAL RESEARCH	40.00	Highest	$245,685	$40,189	$285,874
AMY STUCK	SENIOR DIRECTOR, VALUE-BASED ACUTE	40.00	Highest	$223,509	$55,165	$278,674
CHRISTOPHER CROWLEY	PROGRAM MANAGER	40.00	Highest	$239,963	$34,965	$274,928
ADRIAN KWONG	PRINCIPAL DATA SECURITY ARCHITECT	40.00	Highest	$221,701	$32,632	$254,333
HAW-MINN LU	PRINCIPAL DATA SCIENTIST	40.00	Highest	$205,020	$48,855	$253,875

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$21,241,141	$21,128,925	$15,616,066	$112,216
2022	$17,478,241	$21,199,946	$17,273,627	$-3,721,705
2021	$21,045,299	$20,148,439	$20,819,217	$896,860
2020	$22,500,002	$23,462,961	$9,921,581	$-962,959
2019	$23,001,748	$24,131,325	$9,611,066	$-1,129,577
2018	$25,825,087	$26,854,436	$12,461,358	$-1,029,349

GARY AND MARY WEST HEALTH INSTITUTE