Civic Intelligence

David a Winston Health Policy

EIN 52-1492039 • 501(c)3 • Washington, DC

Profile

The winston fellowship provides a unique opportunity for promising students to learn about the political system through direct exposure to the roles of both the public and private sectors in health policy development.

1341 G Street NW 11th FloorWashington, DC 20005

www.winstonfellowhip.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.06x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.30x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

59th percentile

9.0%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$117,541

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

48th percentile

4.2%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,212,842

Up $210,998 (+4.2%) from 2023

Liabilities

Down

$289,795

Down $96,073 (-25%) from 2023

Net Assets

Up

$4,923,047

Up $307,071 (+6.7%) from 2023

Revenue

Up

$964,810

Up $272,694 (+39%) from 2023

Expenses

Up

$877,584

Up $15,434 (+1.8%) from 2023

Net Income

Up

$87,226

Up $257,260 (+151%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,211,542Liabilities 2011: $454,911Net Assets 2011: $2,756,6312011Assets 2012: $3,658,963Liabilities 2012: $538,659Net Assets 2012: $3,120,3042012Assets 2013: $4,286,257Liabilities 2013: $557,032Net Assets 2013: $3,729,2252013Assets 2014: $4,406,168Liabilities 2014: $369,377Net Assets 2014: $4,036,7912014Assets 2015: $4,424,347Liabilities 2015: $371,731Net Assets 2015: $4,052,6162015Assets 2016: $4,652,541Liabilities 2016: $440,000Net Assets 2016: $4,212,5412016Assets 2017: $4,879,721Liabilities 2017: $326,689Net Assets 2017: $4,553,0322017Assets 2018: $4,494,841Liabilities 2018: $391,636Net Assets 2018: $4,103,2052018Assets 2019: $5,193,176Liabilities 2019: $474,693Net Assets 2019: $4,718,4832019Assets 2020: $5,339,427Liabilities 2020: $4,043Net Assets 2020: $5,335,3842020Assets 2021: $5,581,478Liabilities 2021: $116,961Net Assets 2021: $5,464,5172021Assets 2022: $4,528,323Liabilities 2022: $147,228Net Assets 2022: $4,381,0952022Assets 2023: $5,001,844Liabilities 2023: $385,868Net Assets 2023: $4,615,9762023Assets 2024: $5,212,842Liabilities 2024: $289,795Net Assets 2024: $4,923,0472024

Highlighted filing

2024

Assets$5,212,842
Liabilities$289,795
Net Assets$4,923,047

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $526,685Expenses 2011: $350,516Net Income 2011: $176,1692011Revenue 2012: $520,920Expenses 2012: $408,908Net Income 2012: $112,0122012Revenue 2013: $717,504Expenses 2013: $440,337Net Income 2013: $277,1672013Revenue 2014: $721,811Expenses 2014: $399,379Net Income 2014: $322,4322014Revenue 2015: $692,618Expenses 2015: $509,576Net Income 2015: $183,0422015Revenue 2016: $574,727Expenses 2016: $550,377Net Income 2016: $24,3502016Revenue 2017: $996,019Expenses 2017: $851,384Net Income 2017: $144,6352017Revenue 2018: $949,404Expenses 2018: $698,783Net Income 2018: $250,6212018Revenue 2019: $1,225,148Expenses 2019: $721,680Net Income 2019: $503,4682019Revenue 2020: $1,002,239Expenses 2020: $671,239Net Income 2020: $331,0002020Revenue 2021: $513,832Expenses 2021: $673,129Net Income 2021: -$159,2972021Revenue 2022: $704,964Expenses 2022: $826,666Net Income 2022: -$121,7022022Revenue 2023: $692,116Expenses 2023: $862,150Net Income 2023: -$170,0342023Revenue 2024: $964,810Expenses 2024: $877,584Net Income 2024: $87,2262024

Highlighted filing

2024

Revenue$964,810
Expenses$877,584
Net Income$87,226

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.29$4.92$0.96$0.88$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.39$4.62$0.69$0.86$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.15$4.38$0.70$0.83$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.58$0.12$5.46$0.51$0.67$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$1.00$0.67$0.33
2019Detailed filing. Detailed filing data is available for this year.$5.19$0.47$4.72$1.23$0.72$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.39$4.10$0.95$0.70$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.33$4.55$1.00$0.85$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.65$0.44$4.21$0.57$0.55$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.37$4.05$0.69$0.51$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.41$0.37$4.04$0.72$0.40$0.32
2013Summary only. Only limited summary data is available for this year.$4.29$0.56$3.73$0.72$0.44$0.28
2012Summary only. Only limited summary data is available for this year.$3.66$0.54$3.12$0.52$0.41$0.11
2011Summary only. Only limited summary data is available for this year.$3.21$0.45$2.76$0.53$0.35$0.18
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$2,173,052
Mission and Program Overview

Mission

The winston fellowship provides a unique opportunity for promising students to learn about the political system through direct exposure to the roles of both the public and private sectors in health policy development.

Teach students about the political system through the roles of both public & private sectors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,155,696$4,239,406▼ $916,290
Savings and Temporary Cash Investments$208,626$79,690▼ $128,936
Cash and Non-Interest-Bearing Accounts$166,659$76,263▼ $90,396
Prepaid Expenses and Deferred Charges$50,497$44,832▼ $5,665
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$5,581,478$4,528,323▼ $1,053,155
Other Assets Total$0$88,132▲ $88,132
Liabilities
Other Liabilities$0$88,132▲ $88,132
Deferred Revenue$108,000$51,000▼ $57,000
Accounts Payable and Accrued Expenses$8,961$8,096▼ $865
Total Liabilities$116,961$147,228▲ $30,267
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,464,517$4,381,095▼ $1,083,422
Total Net Assets Fund Balance$5,464,517$4,381,095▼ $1,083,422
Total Liabilities and Net Assets / Fund Balance$5,581,478$4,528,323▼ $1,053,155

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$7,510$7,510
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerry McateerChief Operating OfficerFT$106,329$11,212$117,541

Board Members and Trustees

NameTitle
Julie GoonChair
Alethia M JacksonBoard Member
Chris JenningsBoard Member
Cybele BjorklundBoard Member
Dean RosenBoard Member
Grace-marie TurnerBoard Member
Jay KhoslaBoard Member
Kripa SreepadaBoard Member
Margaret GarikesBoard Member
Martin ReiserBoard Member
Mary GrealyBoard Member
Sean CavanaughBoard Member
Shannon Winston-goeweyBoard Member
Tracy SpicerBoard Member
Jane Hyatt ThorpeSecretary
Rachel NuzumTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Tysons Corner Ritz CarltonVenue Rental1700 TYSONS CORNER DRIVE, Mclean, VA 22102$169,553
Revenue and Support

Revenue Composition

Contributions and Grants
$453,042
Program Service Revenue
$0
Investment Income
$251,922
Other Revenue
$0
All Other Contributions
$39,500
Change in Net Assets
$-121,702

Audited Revenue Reconciliation

Revenue per Audited Statements
$669,536
Revenue Not Reported on Financial Statements
$35,428
Revenue Not Reported on Form 990
$-942,670
Total Revenue per Audited Statements
$-273,134
Total Revenue per Form 990
$704,964
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$359,870
Salaries, Compensation, and Employee Benefits$276,796
Grants and Similar Amounts Paid$190,000
Total Fundraising Expense$109,858
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$190,000--$190,000
Other Salaries and Wages$82,937$34,012$9,605$126,554
Current Officers, Directors, Trustees, and Key Employees$69,682$28,576$8,070$106,328
Conferences and Meetings$17,028$3,380$69,655$90,063
Fees for Services Management$9,924$69,611$4,465$84,000
Occupancy$20,139$22,738$4,622$47,499
Fees for Service Investment Mgmnt Fees-$35,428-$35,428
Fees for Services Accounting$3,698$25,937$1,664$31,299
Travel$26,423$1,603$985$29,011
Other Employee Benefits$15,664$6,425$1,815$23,904
Payroll Taxes$13,113$5,378$1,519$20,010
Office Expenses$10,633-$3,200$13,833
Fees for Services Other$10,406$2,843$182$13,431
Information Technology$1,106$7,761$498$9,365
Insurance-$2,109$3,578$5,687
Other Expenses-$254-$254
Total Functional Expenses$470,753$246,055$109,858$826,666

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$826,666
Total Expenses per Audited Statements$810,288
Expenses per Audited Statements$791,238
Expenses Not Reported on Financial Statements$35,428
Expenses Not Reported on Form 990$19,050
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$177,458
Fundraising Gross Income$177,458
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Ball$591,000$177,458-$177,458
Total Events$591,000$177,458$177,458$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$88,132
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

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 outside accountants and reviewed by senior management. Board executive committee and finance committee review before being submitted prior to filing with the irs.

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 15

Board chair in conjunction with the executive committee.

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.

Filing and Contact Details

Filer

Filer Name
David a Winston Health Policy
EIN
52-1492039
Phone
2025850288
Address
1341 G STREET NW 11TH FLOOR, WASHINGTON, DC 20005

Signing Officer

Name
Kerry Mcateer
Title
Chief Operating Officer
Phone
2025850288
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry Mcateer
Formed
1986
Legal Domicile
Dc
Voting Board Members
16
Independent Board Members
16
Employees
6
Volunteers
17

Preparer

Firm
Cliftonlarsonallen Llp
Address
901 NORTH GLEBE ROAD SUITE 200, ARLINGTON, VA 22203
Preparer
Robert Williams
Phone
5712279500
Supplemental Narrative

Financial Statement Notes

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, 2022 and 2021, 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.

Raw XML AppendixShowing 400 of 544 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08961
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08096
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TEACH STUDENTS ABOUT THE POLITICAL SYSTEM THROUGH THE ROLES OF BOTH PUBLIC & PRIVATE SECTORS.
IRS990/AllOtherContributionsAmt039500
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KERRY MCATEER
IRS990/BooksInCareOfDetail/PhoneNum02025850288
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01341 G STREET NW 11TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020005
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0166659
IRS990/CashNonInterestBearingGrp/EOYAmt076263
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt08070
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt028576
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt069682
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0106328
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt069655
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03380
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt017028
IRS990/ConferencesMeetingsGrp/TotalAmt090063
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0169553
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01700 TYSONS CORNER DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MCLEAN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VA
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0TYSONS CORNER RITZ CARLTON
IRS990/ContractorCompensationGrp/ServicesDesc0VENUE RENTAL
IRS990/ContriRptFundraisingEventAmt0413542
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0453042
IRS990/CYGrantsAndSimilarPaidAmt0190000
IRS990/CYInvestmentIncomeAmt0251922
IRS990/CYOtherExpensesAmt0359870
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-121702
IRS990/CYSalariesCompEmpBnftPaidAmt0276796
IRS990/CYTotalExpensesAmt0826666
IRS990/CYTotalFundraisingExpenseAmt0109858
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0704964
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0108000
IRS990/DeferredRevenueGrp/EOYAmt051000
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0FELLOWSHIP 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.
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IRS990/FeesForServicesManagementGrp/TotalAmt084000
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm0JULIE GOON
IRS990/Form990PartVIISectionAGrp/PersonNm1JANE HYATT THORPE
IRS990/Form990PartVIISectionAGrp/PersonNm2RACHEL NUZUM
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY GREALY
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRIS JENNINGS
IRS990/Form990PartVIISectionAGrp/PersonNm5MARGARET GARIKES
IRS990/Form990PartVIISectionAGrp/PersonNm6ALETHIA M JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm7JAY KHOSLA
IRS990/Form990PartVIISectionAGrp/PersonNm8CYBELE BJORKLUND
IRS990/Form990PartVIISectionAGrp/PersonNm9MARTIN REISER
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IRS990/Form990PartVIISectionAGrp/PersonNm11TRACY SPICER
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IRS990/Form990PartVIISectionAGrp/PersonNm13GRACE-MARIE TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm14SHANNON WINSTON-GOEWEY
IRS990/Form990PartVIISectionAGrp/PersonNm15SEAN CAVANAUGH
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IRS990/MissionDesc0ESTABLISHED 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP 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.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SYMPOSIUM 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.
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