THE HIV AND HEPATITIS POLICY INSTITUTE

EIN: 844147678 501(c)(3) Health Care

WASHINGTON, DC

Total Revenue
$1,313,570
Total Expenses
$1,037,874
Total Assets
$1,097,692
Net Assets
$1,097,692
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
DC
Principal Officer
CARL E SCHMID II
Phone
2024623042
Tax Period
2023-01-01 to 2023-12-31

THE HIV AND HEPATITIS POLICY INSTITUTE, founded in 2019, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2023. The organization ran a surplus of $276K, a strong 21% operating margin.

Mission

THE HIV+HEPATITIS POLICY INSTITUTE PROMOTES QUALITY AND AFFORDABLE HEALTHCARE FOR PEOPLE LIVING WITH OR AT RISK OF HIV, HEPATITIS, AND OTHER SERIOUS AND CHRONIC HEALTH CONDITIONS. MONITORS POLICIES THAT IMPACT THE PREVENTION AND TREATMENT OF HIV, VIRAL HEPATITIS, AND OTHER HEALTH CONDITIONS IN THE UNITED STATES. COMMUNICATES WITH MEMBERS OF THE HIV, HEPATITIS, AND OTHER PATIENT GROUP COMMUNITIES ON KEY POLICY ISSUES THAT IMPACT THEIR ACCESS TO HEALTHCARE. EDUCATES POLICYMAKERS AND MEMBERS OF THE MEDIA ABOUT EFFORTS TO END BOTH HIV AND HEPATITIS IN THE UNITED STATES AND TO IMPROVE ACCESS TO QUALITY AND AFFORDABLE HEALTHCARE FOR PEOPLE WITH OR AT RISK OF SERIOUS OR CHRONIC HEALTH CONDITIONS.

Program Service Accomplishments

Program 1
Expenses: $408,546

HIV: HIV+HEP CARRIED OUT ACTIVITIES THAT ADVANCE POLICIES AND PROGRAMS THAT INCREASE HIV PREVENTION AND TREATMENT, INCLUDING THE RYAN WHITE HIV/AIDS PROGRAM AND THE ACTIVITIES OF THE CENTERS FOR...

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HIV: HIV+HEP CARRIED OUT ACTIVITIES THAT ADVANCE POLICIES AND PROGRAMS THAT INCREASE HIV PREVENTION AND TREATMENT, INCLUDING THE RYAN WHITE HIV/AIDS PROGRAM AND THE ACTIVITIES OF THE CENTERS FOR DISEASE CONTROL AND PREVENTION HIV DIVISION. AS THE FEDERAL GOVERNMENT CONTINUES TO FOCUS ON ACTIVITIES TO END HIV IN THE UNITED STATES, HIV+HEP PARTICIPATED IN ONGOING OPPORTUNITIES TO DEVELOP AND IMPLEMENT THE PROGRAMS AND POLICIES TO ACHIEVE THE GOALS OF THE INITIATIVE. ONE AREA OF FOCUS WAS PRE-EXPOSURE PROPHYLAXIS (PREP), A DRUG THAT PREVENTS HIV, INCLUDING PRIVATE INSURANCE COVERAGE, ZERO PATIENT COST-SHARING OBLIGATIONS BY INSURERS, AND THE CREATION OF A NATIONAL PREP PROGRAM. WE CONTINUED TO ENGAGE A MODELING FIRM TO UPDATE THE IMPACT ON REDUCING HIV INFECTIONS BASED ON USING AN INCREASED UPTAKE OF LONG-ACTING VERSUS ORAL DRUGS. WE ALSO RESPONDED TO MANY COMPLAINTS BY PREP USERS WHO WERE BEING ILLEGALLY CHARGED COST-SHARING FOR PREP OR THE ASSOCIATED LABS AND HELPED THEM WITH THEIR INSURERS AND REGULATORS. WE BROUGHT THIS ONGOING ISSUE TO POLICYMAKERS AND THE MEDIA. WE ALSO MONITORED A LEGAL CASE THAT CHALLENGED THE PREVENTIVE SERVICES COVERAGE REQUIREMENTS INCLUDED IN THE AFFORDABLE CARE ACT AND SUBMITTED AN AMICUS BRIEF THAT OVER 30 HIV AND HEPATITIS ORGANIZATIONS SIGNED ONTO. HIV+HEP WORKED TO ENSURE ACCESS TO ALL ANTIRETROVIRALS TO TREAT HIV IN THE MEDICARE PART D PROGRAM AND THE PRIVATE INSURANCE MARKET. WE REVIEWED INSURANCE BENEFIT DESIGN TO ENSURE PLANS WERE COMPLIANT WITH THE ACA. AS PART OF ALL ITS WORK IT ENSURED THAT THE POLICIES AND PROGRAM BEST MEET THE NEEDS OF THOSE HIGHLY IMPACTED BY HIV INCLUDING GAY MEN, TRANSGENDER WOMEN, BLACKS AND LATINOS, DRUG USERS, AND THE POOR. HIV+HEP SPOKE AT NUMEROUS HIV MEETINGS AND WEBINARS, SUBMITTED PUBLIC COMMENTS AND TESTIMONY, ISSUED PRESS RELEASES, RESPONDED TO MEDIA INQUIRIES, AND CONDUCTED OTHER MEDIA ACTIVITIES. THIS WORK WAS CONDUCTED ON ITS OWN AND IN COALITION WITH OTHERS, INCLUDING THE WORKGROUPS OF THE FEDERAL AIDS POLICY PARTNERSHIP.

Program 2
Expenses: $123,328

HEPATITIS: HIV+HEP CARRIED OUT ACTIVITIES THAT ADVANCE POLICIES AND PROGRAMS THAT INCREASE VIRAL HEPATITIS PREVENTION AND TREATMENT, INCLUDING THE ACTIVITIES OF THE CENTERS FOR DISEASE CONTROL AND...

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HEPATITIS: HIV+HEP CARRIED OUT ACTIVITIES THAT ADVANCE POLICIES AND PROGRAMS THAT INCREASE VIRAL HEPATITIS PREVENTION AND TREATMENT, INCLUDING THE ACTIVITIES OF THE CENTERS FOR DISEASE CONTROL AND PREVENTION VIRAL HEPATITIS DIVISION. THE PRINCIPAL FOCUS OF HIV+HEP'S ACTIVITIES WAS TO ENSURE THERE ARE SUFFICIENT RESOURCES FOR STATES AND COMMUNITY-BASED ORGANIZATIONS TO OFFER HEPATITIS TESTING, CONDUCT SURVEILLANCE, AND LINK PEOPLE WITH HEPATITIS TO HEALTHCARE AND THE TREATMENT THEY NEED TO MAINTAIN THEIR HEALTH OR IN THE CASE OF HEPATITIS C, TO BE CURED. HIV+HEP OFFERED COMMENTS ON THE ADMINISTRATION'S PROPOSAL TO END HEPATITIS C. HIV+HEP SUBMITTED PUBLIC COMMENTS AND TESTIMONY, ISSUED PRESS RELEASES, RESPONDED TO MEDIA INQUIRIES AND CONDUCTED OTHER MEDIA ACTIVITIES. SINCE MANY PEOPLE IMPACTED BY HEPATITIS ARE INJECTED DRUGS USERS, HIV+HEP ALSO FOCUSED ON THEIR NEEDS AND OTHERS ASSOCIATED WITH THE OPIOID EPIDEMIC. THIS WORK WAS CONDUCTED ON ITS OWN AND IN COALITION WITH OTHERS, INCLUDING THE HEPATITIS APPROPRIATIONS COALITION.

Program 3
Expenses: $378,262

GENERAL HEALTHCARE ACCESS: HIV+HEP WORKED TO ENSURE PEOPLE LIVING WITH SERIOUS AND CHRONIC HEALTH CONDITIONS HAVE ACCESS TO AFFORDABLE HEALTHCARE, INCLUDING PRESCRIPTION DRUGS. THIS INCLUDED POLICY...

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GENERAL HEALTHCARE ACCESS: HIV+HEP WORKED TO ENSURE PEOPLE LIVING WITH SERIOUS AND CHRONIC HEALTH CONDITIONS HAVE ACCESS TO AFFORDABLE HEALTHCARE, INCLUDING PRESCRIPTION DRUGS. THIS INCLUDED POLICY ANALYSIS IN THE AREAS OF MEDICAID, MEDICARE, AND PRIVATE INSURANCE. HIV+HEP EDUCATED THE PATIENT COMMUNITY, THE MEDIA, AND POLICYMAKERS AT THE FEDERAL AND STATE LEVELS, ON THE IMPORTANCE OF COPAY ASSISTANCE FOR PRESCRIPTION DRUGS. WE CONTINUED TO PARTICIPATE IN OUR LEGAL CHALLENGE OF THE FEDERAL REGULATION THAT ALLOWS INSURERS TO IMPLEMENT COPAY ACCUMULATOR PROGRAMS. HIV+HEP ALSO PARTICIPATED IN THE ACTIVITIES OF THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS, WHERE WE FOCUSED ON THE IMPACT OF PHARMACY BENEFIT MANAGERS ON PATIENT ACCESS AND AFFORDABILITY OF PRESCRIPTION DRUGS, PRIOR AUTHORIZATION PROCESSES AND COVERAGE OF PREVENTIVE SERVICES. HIV+HEP SUBMITTED COMMENTS ON PROPOSED EXECUTIVE AGENCY REGULATIONS, ISSUED PRESS RELEASES AND RESPONDED TO MEDIA INQUIRIES, AND PRESENTED BEFORE PATIENT GROUPS. THIS WORK WAS PERFORMED ON ITS OWN AND IN COALITION WITH OTHER PATIENT GROUPS, INCLUDING THE PARTNERSHIP FOR PART D, MEDICARE ACCESS FOR PATIENTS RX (MAPRX), AND ALL COPAYS COUNT COALITION.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,300,000
Program Service Revenue $0
Investment Income $13,570
Other Revenue $0
TOTAL REVENUE $1,313,570

Expense Breakdown

Grants Paid $0
Salaries & Benefits $555,078
Fundraising Expenses $15,452
Program Expenses $910,136
Other Expenses $482,796
TOTAL EXPENSES $1,037,874

Year-over-Year Comparison

2023 2022 Change
Revenue $1,313,570 $1,257,550 +0.0%
Expenses $1,037,874 $1,148,591 -0.1%
Net Income $275,696 $108,959 +1.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
8
Employees
3
Volunteers
N/A

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
$305,001
Total Directors
9
$305,001
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CARL E SCHMID II PRESIDENT/EX 60.00
Officer Director
$256,758 $48,243 $305,001
KEVIN HERWIG HEALTH POLIC 40.00
Highest
$125,000 $16,963 $141,963
ERIN DARLING DIRECTOR N/A
Director
$0 $0 $0
MARC MEACHEM DIRECTOR N/A
Director
$0 $0 $0
JUSTIN C SMITH MS MPH SECRETARY/DI N/A
Officer Director
$0 $0 $0
RAFAELE NARVAEZ DIRECTOR N/A
Director
$0 $0 $0
REKHA RAMESH TREASURER/DI N/A
Officer Director
$0 $0 $0
ANDREW SPERLING VICE PRESIDE N/A
Director
$0 $0 $0
PAM TRAXEL DIRECTOR N/A
Director
$0 $0 $0
STEVEN R YOUNG DIRECTOR N/A
Director
$0 $0 $0
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 $1,313,570 $1,037,874 $1,097,692 $275,696
2022 $1,257,550 $1,148,591 $821,996 $108,959
2021 $1,082,500 $630,631 $713,037 $451,869
2020 $722,300 $461,132 $261,168 $261,168
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