WHITMAN-WALKER INSTITUTE INC Charity Report

Public IRS 990 nonprofit record

WHITMAN-WALKER INSTITUTE INC

EIN 82-3871397 · Research Institutes & Public Policy Analysis (E05)

What they do

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 WASHINGTONS 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $67.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders20 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

79.70%of revenue went to mission work67.0% of expenses · Program services

$119.02spent for every $100 of revenueSpending was higher than revenue this year.

39.31%of revenue went to management and office costs33.0% of expenses

$0.85in assets for every $1 spent this yearSome assets cannot be spent right away.

82.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,423,322 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $242,076 for KELLAN BAKER (EXECUTIVE DIRECTOR & CLO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,484,533

Mission workProgram services$5,965,36679.70% of revenue67.0% of expenses

ManagementOffice and general costs$2,942,48939.31% of revenue33.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$8,907,855119.02% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 67.0% mission · 33.0% management · 0.0% fundraisingTotal expenses: 119.02% of revenue

2023Expense mix: 65.4% mission · 34.6% management · 0.0% fundraisingTotal expenses: 127.57% of revenue

2022Expense mix: 78.6% mission · 21.4% management · 0.0% fundraisingTotal expenses: 122.86% of revenue

2021Expense mix: 83.7% mission · 16.3% management · 0.0% fundraisingTotal expenses: 132.74% of revenue

2020Expense mix: 67.8% mission · 32.2% management · 0.0% fundraisingTotal expenses: 188.56% of revenue

2019Expense mix: 70.0% mission · 30.0% management · 0.0% fundraisingTotal expenses: 190.87% of revenue

2018Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 6,231.16% of revenue

Money in and money out

Revenue$7,484,533

Expenses$8,907,855

Annual shortfall $1,423,322 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,965,366 · 67.0% of expenses

Management and office costs$2,942,489 · 33.0% of expenses

See all reported dollar amounts

Revenue$7,484,533

Expenses$8,907,855

Assets$7,543,676

Income$7,484,533

Contributions$6,152,576

Mission work (program services)$5,965,366

Management and general$2,942,489

Accounting fees$70,165

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KELLAN BAKEREXECUTIVE DIRECTOR & CLO · 40 hrs/week $242,076Base $220,067 · Other $22,009

JENNAFER KWAITRESEARCH SCIENTIST · 40 hrs/week $175,925Base $137,255 · Other $38,670

ALLISON TALANRESEARCH SCIENTIST · 40 hrs/week $167,023Base $136,562 · Other $30,461

NOEL DILLARDDIRECTOR OF RESEARCH ADMIN · 40 hrs/week $154,700Base $137,122 · Other $17,578

JANELLE SCHRAGRESEARCH PROJECT DIRECTOR · 40 hrs/week $138,211Base $119,234 · Other $18,977

JAWANA MALONERESEARCH SCIENTIST · 40 hrs/week $137,513Base $122,090 · Other $15,423

HEATHER AARONCHIEF EXECUTIVE OFFICER (AS OF 03/2024) · 16 hrs/week $129,761Base $109,979 · Other $19,782

CHRISTOPHER HOLLEMANFINANCIAL SENIOR DIRECTOR · 3 hrs/week $55,627Base · Other $55,627

KATHERINE WATSONGENERAL COUNSEL · 8 hrs/week $45,672Base $41,468 · Other $4,204

JENNIFER MAHERCHIEF FINANCIAL OFFICER · 3 hrs/week $42,486Base · Other $42,486

CINDY LEWININTERIM CEO (THRU 03/18/2024) · 2 hrs/week $6,983

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (20)

KELLAN BAKEREXECUTIVE DIRECTOR & CLO

JENNAFER KWAITRESEARCH SCIENTIST

ALLISON TALANRESEARCH SCIENTIST

NOEL DILLARDDIRECTOR OF RESEARCH ADMIN

JANELLE SCHRAGRESEARCH PROJECT DIRECTOR

JAWANA MALONERESEARCH SCIENTIST

HEATHER AARONCHIEF EXECUTIVE OFFICER (AS OF 03/2024)

CHRISTOPHER HOLLEMANFINANCIAL SENIOR DIRECTOR

KATHERINE WATSONGENERAL COUNSEL

JENNIFER MAHERCHIEF FINANCIAL OFFICER

CINDY LEWININTERIM CEO (THRU 03/18/2024)

FRANCES REEDDIRECTOR

GREGORIO MILLETDIRECTOR

DAVID STEINGLASSTREASURER

ALISON GILLVICE CHAIR

JEHAN EL-BAYOUMIDIRECTOR

DARRYL GORMANDIRECTOR

JENNIFER KATESBOARD CHAIR

SANDRA AJISAFESECRETARY

SANDY JAMESDIRECTOR (AS OF 03/2024)

About this charity

Recognized since: January 2018
Location: 1201 SYCAMORE DRIVE SE, WASHINGTON, DC 20032
County: District of Columbia
In care of: HEATHER AARON
Primary officer: HEATHER AARON, CHIEF EXECUTIVE OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(202) 745-7000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: BDO USA
NTEE classification: Research Institutes & Public Policy Analysis (E05)
IRS tax category: Research Institutes & Public Policy Analysis