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Gary And Mary West Health Endowment Inc

  • Wilmington, DE
  • Tax-exempt since Nov. 2011
  • EIN: 27-2953865

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Medical Research / Single Organization Support (NTEE)

Summary charts: organization finances over time

Revenue
−$990k (2022)

Expenses
$18.3M (2022)

Total Assets
$0 (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2010 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$990,478
Expenses
$18,303,291
Net Income
-$19,293,769
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,479,244
Sales of Assets -$5,164,660
Other Income $1,694,938
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,510,520
95.7%
Compensation of Officers* $70,000
0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Shelley M Lyford (Chair/Sec/Co Mgr (Pres. Thru 9/22)) $35,000 $0
Timothy Lash (Pres/Director (Beg 10/22); Co Mgr) $35,000 $0
Sally Hallak (Treasurer/Director) $0 $0
Charles Sederstrom (Director (Thru 10/22)) $0 $0
Thomas Culhane (Director (Thru 10/22)) $0 $0
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Document Links

990-PF
Filed on Nov. 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,458,251
Expenses
$21,717,651
Net Income
-$11,259,400
Net Assets
$238,344,640
Notable Sources of Revenue Percent of Total Revenue
Contributions $122,265
1.2%
Program Services $0
Investment Income $3,369,965
32.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,341,523
51.1%
Net Inventory Sales $0
Other Revenue $1,624,498
15.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $243,370,956
Total Liabilities $5,026,316
Net Assets $238,344,640
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Shelley M Lyford (Chair) $34,167 $994,889 $37,621
Timothy Lash (Fund Co Manager/Secretary) $34,167 $781,585 $60,127
Charles Sederstrom (Director) $0 $0 $0
Gary West (Director, Chairman) $0 $0 $0
Thomas Culhane (Director) $0 $0 $0
Sally Hallak (Secretary And Treasurer) $0 $352,734 $28,772
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Document Links

990
Filed on Nov. 2, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$2,654,370
Expenses
$23,384,347
Net Income
-$26,038,717
Net Assets
$240,327,540
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,935,091
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,555,959
Net Inventory Sales $0
Other Revenue -$33,502
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $246,349,230
Total Liabilities $6,021,690
Net Assets $240,327,540
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Shelley M Lyford (President) $25,005 $933,718 $31,794
Timothy Lash (Fund Co Manager/Secretary) $25,000 $748,174 $48,520
Charles Sederstrom (Director) $0 $0 $0
Gary L West (Director/Chairman) $0 $0 $0
Thomas Culhane (Director) $0 $0 $0
Sally Hallak (Secretary And Treasurer) $0 $247,662 $23,606
Joseph Smith (Former Co Manager) $0 $823,220 $10,073
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Document Links

990
Filed on Nov. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,506,189
Expenses
$24,035,926
Net Income
-$13,529,737
Net Assets
$274,804,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $126,051
1.2%
Program Services $0
Investment Income $9,371,772
89.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$200,334
Net Inventory Sales $0
Other Revenue $1,208,700
11.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $275,087,152
Total Liabilities $282,724
Net Assets $274,804,428
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Shelley M Lyford (President) $25,000 $721,146 $14,450
Timothy Lash (Fund Co Manager/Secretary) $25,000 $652,384 $34,952
Charles Sederstrom (Director) $0 $0 $0
Gary L West (Director/Chairman) $0 $0 $0
Thomas Culhane (Director) $0 $0 $0
Sally Hallak (Secretary And Treasurer) $0 $211,450 $20,413
William T Earley (Secretary, (Through 5/24/2019)) $0 $269,558 $26,062
Joseph Smith (Former Co Manager) $0 $805,361 $57,634
+ View more people

Document Links

990
Filed on Nov. 5, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$205,414,259
Expenses
$25,987,367
Net Income
$179,426,892
Net Assets
$369,122,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $126,287
0.1%
Program Services $0
Investment Income $9,191,327
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $205,692,129
> 100%
Net Inventory Sales $0
Other Revenue -$9,595,484
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $374,272,649
Total Liabilities $5,149,667
Net Assets $369,122,982
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Shelley M Lyford (President & Ceo) $22,917 $597,132 $11,807
Timothy Lash (Fund Co Manager/Secretary) $22,917 $567,576 $35,349
Charles Sederstrom (Director) $0 $0 $0
Gary L West (Director/Chairman) $0 $0 $0
Thomas Culhane (Director) $0 $0 $0
Sally Hallak (Treasurer) $0 $187,822 $18,793
William T Earley (Secretary) $0 $418,903 $42,762
Joseph Smith (Former Co Manager) $0 $796,464 $33,218
+ View more people

Document Links

990
Filed on Nov. 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$242,587,894
Expenses
$16,424,679
Net Income
$226,163,215
Net Assets
$362,530,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $214,677,259
88.5%
Program Services $0
Investment Income $5,586,688
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $179,256
0.1%
Net Fundraising $0
Sales of Assets $22,144,691
9.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $367,776,375
Total Liabilities $5,245,477
Net Assets $362,530,898
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Timothy Lash (Fund Co Manager/Secretary) $25,000 $500,486 $35,468
Michael Caponetto (Fund Co Mgr/Sec Thr 5/31/17) $18,770 $476,486 $30,037
Shelley M Lyford (President & Ceo) $8,333 $556,721 $9,174
Thomas Culhane (Director) $0 $0 $0
Charles Sederstrom (Director) $0 $0 $0
Gary L West (Director/Chairman) $0 $0 $0
William T Earley (Secretary) $0 $143,670 $13,928
Sally Hallak (Treasurer) $0 $165,297 $16,106
Joseph Smith (Former Co Manager) $0 $952,050 $28,124
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Document Links

990
Filed on Nov. 2, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,767,054
Expenses
$21,505,464
Net Income
$7,261,590
Net Assets
$157,151,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,725,080
68.6%
Program Services $0
Investment Income $5,620,297
19.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $304,503
1.1%
Net Fundraising $0
Sales of Assets $3,148,105
10.9%
Net Inventory Sales $0
Other Revenue -$30,931
Notable Expenses Percent of Total Expenses
Executive Compensation $191,375
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $167,486,021
Total Liabilities $10,334,373
Net Assets $157,151,648
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Joseph Msmith Md Phd (Co Manager (Thru 3/31/16)) $203,418 $258,104 $14,927
Michael Caponetto (Cfo/Secretary/Treasurer/Co Manager) $25,000 $521,192 $63,967
Timothy Lash (Fund Co Manager) $25,000 $440,489 $61,359
Gary L West (Director/Chairman) $0 $0 $0
Charles Sederstrom (Director) $0 $0 $0
Thomas Culhane (Director/Member) $0 $0 $0
Shelley Lyford (Ceo/President) $0 $481,093 $25,967
Randy Rochmanthru 111716 (Chief Investment Officer) $0 $0 $0
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Document Links

990
Filed on Nov. 10, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,207,931
Expenses
$14,280,849
Net Income
-$10,072,918
Net Assets
$152,668,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,651,087
39.2%
Program Services $0
Investment Income $7,524,833
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,967,989
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $604,391
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $153,045,115
Total Liabilities $376,187
Net Assets $152,668,928
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michael Caponetto (Cfo/Secretary/Treas/Co Mgr) $125,000 $562,349 $44,107
Joseph Smith Md Phd (Fund Co Manager) $125,000 $959,178 $46,857
Timothy Lash (Fund Co Manager) $100,000 $394,549 $42,284
Nicholas Valeriani (Fund Manager Through 9/3/2015) $84,776 $1,155,805 $18,236
Richard Dakers (Fund Co Manager Through 6/30/15) $62,500 $451,233 $17,580
Chris Costa (Fund General Counsel Through 9/30/15) $56,250 $289,699 $31,598
Shelley Lyford (Ceo/President/Fund Coo) $50,865 $592,611 $9,770
Charles Sederstrom (Director) $0 $0 $0
Thomas Culhane (Director/Member) $0 $0 $0
Gary L West (Director/Chairman) $0 $0 $0
Randy Rochman (Chief Investment Officer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$72,944,490
Expenses
$10,407,184
Net Income
$62,537,306
Net Assets
$182,078,870
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,234,160
70.2%
Program Services $0
Investment Income $3,192,059
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18,518,271
25.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $675,000
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $182,204,559
Total Liabilities $125,689
Net Assets $182,078,870
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Nicholas Valeriani (Fund Manager) $389,000 $1,569,076 $17,443
Joseph Smith Md Phd (Fund Co Manager) $389,000 $2,456,009 $41,029
Michael Caponetto (Cfo/Sec/Treas/Co Mgr) $125,000 $798,421 $38,697
Richard Dakers (Fund Co Manager) $125,000 $479,265 $21,482
Shelley Lyford (Ceo/President/Fund Coo) $75,000 $632,235 $8,917
Chris Costa (Fund General Counsel) $75,000 $284,862 $36,174
Tim Lash (Fund Key Employee) $25,000 $326,082 $38,355
Gary L West (Director/Chairman) $0 $0 $0
Thomas B Barker (Member/Director Through 04/25/2014) $0 $0 $0
James K Hasson (Director) $0 $0 $0
Randy Rochman (Chief Investment Officer) $0 $0 $0
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990
Filed on Oct. 20, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,226,098
Expenses
$9,710,025
Net Income
$5,516,073
Net Assets
$118,438,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,874,264
18.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,239,952
80.4%
Net Inventory Sales $0
Other Revenue $111,882
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,008,192
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $119,395,389
Total Liabilities $956,522
Net Assets $118,438,867

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,257,600
Expenses
$2,575,860
Net Income
$116,681,740
Net Assets
$116,727,284
Notable Sources of Revenue Percent of Total Revenue
Contributions $116,638,820
97.8%
Program Services $0
Investment Income $2,440,373
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $139,143
0.1%
Net Inventory Sales $0
Other Revenue $39,264
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,935,000
75.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $118,063,837
Total Liabilities $1,336,553
Net Assets $116,727,284

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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