Civic Intelligence

Whitman-Walker Institute Inc

EIN 82-3871397 • 501(c)3 • Washington, DC

Profile

Whitman-walker institute expands the body of knowledge needed to strengthen our program foundation of care, advocacy, research, and education. Through such learning, we empower all persons to live healthly, love openly, and achieve equality and inclusion.

1201 Sycamore Drive SEWashington, DC 20032

www.whitmanwalkerimpact.org

Siviq Scores

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

Liabilities / Assets

99th percentile

2.07x

Higher debt load relative to assets than 99% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

2.09x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

14th percentile

-19%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

94th percentile

$129,190

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 2305.7% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

98th percentile

193%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

49th percentile

6.5%

Faster revenue growth than 49% of similar nonprofits.

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

Assets

Up

$7,543,676

Up $4,970,451 (+193%) from 2023

Liabilities

Up

$15,608,248

Up $6,393,773 (+69%) from 2023

Net Assets

Down

-$8,064,572

Down $1,423,322 (-21%) from 2023

Revenue

Up

$7,484,533

Up $460,054 (+6.5%) from 2023

Expenses

Down

$8,907,855

Down $53,549 (-0.6%) from 2023

Net Income

Up

-$1,423,322

Up $513,603 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$10M$0-$10MAssets 2018: $343,709Liabilities 2018: $343,709Net Assets 2018: $02018Assets 2019: $172,417Liabilities 2019: $1,349,166Net Assets 2019: -$1,176,7492019Assets 2020: $391,870Liabilities 2020: $2,337,318Net Assets 2020: -$1,945,4482020Assets 2021: $1,312,758Liabilities 2021: $4,440,133Net Assets 2021: -$3,127,3752021Assets 2022: $2,573,252Liabilities 2022: $7,033,957Net Assets 2022: -$4,460,7052022Assets 2023: $2,573,225Liabilities 2023: $9,214,475Net Assets 2023: -$6,641,2502023Assets 2024: $7,543,676Liabilities 2024: $15,608,248Net Assets 2024: -$8,064,5722024

Highlighted filing

2024

Assets$7,543,676
Liabilities$15,608,248
Net Assets-$8,064,572

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2018: $5,603Expenses 2018: $349,132Net Income 2018: -$343,5292018Revenue 2019: $916,911Expenses 2019: $1,750,131Net Income 2019: -$833,2202019Revenue 2020: $868,021Expenses 2020: $1,636,720Net Income 2020: -$768,6992020Revenue 2021: $3,609,883Expenses 2021: $4,791,810Net Income 2021: -$1,181,9272021Revenue 2022: $5,833,705Expenses 2022: $7,167,035Net Income 2022: -$1,333,3302022Revenue 2023: $7,024,479Expenses 2023: $8,961,404Net Income 2023: -$1,936,9252023Revenue 2024: $7,484,533Expenses 2024: $8,907,855Net Income 2024: -$1,423,3222024

Highlighted filing

2024

Revenue$7,484,533
Expenses$8,907,855
Net Income-$1,423,322

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 18, 2025
Return Version
2024v5.1
Gross Receipts
$7,484,533
Mission and Program Overview

Mission

Whitman-walker institute expands the body of knowledge needed to strengthen our program foundation of care, advocacy, research, and education. Through such learning, we empower all persons to live healthly, love openly, and achieve equality and inclusion.

Whitman-walker institute serves as the knowledge and science arm of the health system. The institute provides clincal and public health education to health care practioners and community organizations and expresses its views on policy and advocacy issues that impact metro washington's lgbtq communities. Whitman-walker institute expands the body of knowledge needed to strengthen our program foundation of care, advocacy, research, and education. Through such learning, we empower all persons to live healthly, love openly, and achieve equality and inclusion.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$644,213$5,431,872▲ $4,787,659
Pledges and Grants Receivable$1,551,906$1,432,517▼ $119,389
Land, Buildings, and Equipment, Net$303,157$618,050▲ $314,893
Prepaid Expenses and Deferred Charges$73,949$61,237▼ $12,712
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$2,573,225$7,543,676▲ $4,970,451
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$8,214,462$13,674,096▲ $5,459,634
Deferred Revenue$596,127$1,057,247▲ $461,120
Accounts Payable and Accrued Expenses$403,886$876,905▲ $473,019
Total Liabilities$9,214,475$15,608,248▲ $6,393,773
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-6,641,250$-8,064,572▼ $1,423,322
Total Net Assets Fund Balance$-6,641,250$-8,064,572▼ $1,423,322
Total Liabilities and Net Assets / Fund Balance$2,573,225$7,543,676▲ $4,970,451

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$584,717$18,384$603,101
Equipment$27,872$109,305$137,177
Other Land Buildings$5,461$39,794$45,255
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kellan BakerExecutive Director & CLOFT$219,527$22,549$242,076
Jennafer KwaitResearch ScientistFT$135,417$40,508$175,925
Allison TalanResearch ScientistFT$136,182$30,841$167,023
Noel DillardDirector of Research AdminFT$136,475$18,225$154,700
Cindy LewinInterim CEO (thru 03/18/2024)-$6,983$132,690$139,673
Janelle SchragResearch Project DirectorFT$119,234$18,977$138,211
Jawana MaloneResearch ScientistFT$122,090$15,423$137,513
Heather AaronChief Executive Officer (as of 03/2024)PT$109,979$129,082$109,979
Katherine WatsonGeneral CounselPT$41,468$239,516$41,468

Board Members and Trustees

NameTitle
Jennifer KatesBoard Chair
Alison GillVice Chair
Darryl GormanDirector
Frances ReedDirector
Gregorio MilletDirector
Jehan El-bayoumiDirector
Sandy JamesDirector (as of 03/2024)
Christopher HollemanFinancial Senior Director
Jennifer MaherChief Financial Officer
Sandra AjisafeSecretary
David SteinglassTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Forvis LLPAccounting Services910 E SAINT LOUIS STREET, Springfield, MO 65806-2523$285,368
Adam Shapiro Public Relations LLCPublic Relations1401 CHURCH ST NW, Washington, DC 20005$225,000
Revenue and Support

Revenue Composition

Contributions and Grants
$6,152,576
Program Service Revenue
$1,254,878
Investment Income
$0
Other Revenue
$77,079
All Other Contributions
$1,314,748
Change in Net Assets
$-1,423,322

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,208,694
Other Expenses$3,699,161
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,729,409$111,574$0$2,840,983
Fees for Services Other$1,062,112$448,257$0$1,510,369
Other Employee Benefits$1,116,829$209,563$0$1,326,392
Occupancy$1,919$962,381$0$964,300
Fees for Services Management$0$593,943$0$593,943
Payroll Taxes$382,722$71,814$0$454,536
Current Officers, Directors, Trustees, and Key Employees$0$400,506$0$400,506
Pension Plan Contributions$156,846$29,431$0$186,277
Information Technology$39,332$67,624$0$106,956
Fees for Services Accounting$65,810$4,355$0$70,165
Office Expenses$25,013$26,528$0$51,541
Travel$44,415$0$0$44,415
Depreciation Depletion$25,744$14,252$0$39,996
Other Expenses$23,085$1,068$0$24,153
Fees for Services Legal$11,633$860$0$12,493
Advertising$4,395$0$0$4,395
Fees for Services Lobbying$1,409$333$0$1,742
Total Functional Expenses$5,965,366$2,942,489$0$8,907,855

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Other Expense Adjustments$0
Total Expenses per Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$13,674,096
Due to Related Party-
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6 Classes of members or stockholders

Whitman walker health system elects and may remove the directors, the executive director, and the chair of the board of the corporation. Wwhs formulates and implements strategic planning and financial management, and selects a fiscal auditor on behalf of the corporation. The corporation may not, without the prior approval of wwhs, take any of the following actions: i) expenditure or divestiture of the corporation's capital assets; ii) incurrence or guarantee of debt; iii) expenditure in any amount in excess of the corporation's approved annual operating budget; iv) dissolution or liquidation of the corporation; v) creation, dissolution, or divestiture by the corporation of any subsidiary, partnership, or llc; vi) amendment of the corporation's articles or bylaws; vii) any other fundamental transaction, as defined in the district of columbia non-profit corporation act.

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

Whitman-walker health system, as the corporation's sole member, has the ability to appoint and remove directors.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The 990 is reviewed by the audit and compliance chair and board treasurer. Prior to being filed, it is distributed electronically to the entire board of directors.

Form 990, Part VI, Line 12C Conflict of interest policy

The organization requires officers, directors, trustees, and key employees to annually disclose any interests that could give rise to conflicts and monitors potential conflicts.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

The compensation of the executive director is established by the institute's corporate parent, whitman-walker health system, using comparability data obtained from form 990s of other nonprofit | organizations of similar size, scope, and geographic region. Compensation of key employees of the institute is determined by its related affiliate utilizing compensation information published by the economic research institute, which is updated quarterly, as well as salary surveys from the national association of community health centers.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

The compensation of key employees is determined by utilizing compensation software published by the economic research institute, which is updated quarterly, as well as salary surveys from the national association of community health centers.

Form 990, Part VI, Line 19 Required documents available to the public

The governing documents and conflict of interest policy are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Whitman-walker Institute Inc
EIN
82-3871397
Phone
2027457000
Address
1201 SYCAMORE DRIVE SE, WASHINGTON, DC 20032

Signing Officer

Name
Heather Aaron
Title
Chief Executive Officer
Signed
2025-11-18
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Dc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Bdo USA
Address
8401 GREENSBORO DR STE 800, MCLEAN, VA 22102-3599
Preparer
Todd Teresco
Phone
7038930600
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 277,369 including grants of $ 0)(Revenue $ 562,011) WHITMAN-WALKER INSTITUTE PROVIDES CLINICAL AND PUBLIC HEALTH EDUCATION TO HEALTH CARE PRACTITIONERS AND COMMUNITY ORGANIZATIONS.

Form 990, Part IX, Line 11G Other Fees

OTHER PROFESSIONAL FEES - Total Expense: 1510369, Program Service Expense: 1062112, Management and General Expenses: 448257, Fundraising Expenses: 0;

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The organization is included in whitman walker health system, inc.'s consolidated audit report for the year ended december 31, 2024. The following footnote regarding liability for uncertian tax positions (fin 48) is found in this consolidated report. Whitman walker health system, inc., whitman-walker foundation, whitman-walker institute, and the qalicb are nonprofit corporations as described in section 501 (c)(3) and whitman-walker real property holdings co. Is a nonprofit corporation as described in section 501(c)(2) of the internal revenue code and are generally exempt from district of columbia franchise, sales and use, and property taxes. Wwhs is subject to federal or state income taxes on its unrelated business income, if any. Wwhs determines whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under this guidance, the organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses derecognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management evaluated wwhs' tax positions and concluded that wwhs has taken no uncertain tax positions nor are there any related penalties and interest that require adjustment to the accompanying financial statements to comply with the provisions of this guidance. Wwhs is subject to income tax examinations by u.s. Federal, state, or local tax authorities for years since inception.

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IRS990/MissionDesc0WHITMAN-WALKER INSTITUTE EXPANDS THE BODY OF KNOWLEDGE NEEDED TO STRENGTHEN OUR PROGRAM FOUNDATION OF CARE, ADVOCACY, RESEARCH, AND EDUCATION. THROUGH SUCH LEARNING, WE EMPOWER ALL PERSONS TO LIVE HEALTHLY, LOVE OPENLY, AND ACHIEVE EQUALITY AND INCLUSION.
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