The HIV and Hepatitis Policy Institute

Nonprofit profile at a glance

EIN
844147678
IRS 990 coverage
2020–2024
Forms available
Form 990 2024
Location
Washington, DC, USA
Phone
2024623042
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Research Institutes and/or Public Policy Analysis

Official website

Reported finances

Revenue
$1,275,492
Expenses
$1,237,114
Assets
$1,136,070
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • CARL E SCHMID II (PRESIDENT/EX)

Highest reported compensation

  • CARL E SCHMID II (PRESIDENT/EX): $300,402 total reported compensation
  • KEVIN HERWIG (HEALTH POLIC): $154,563 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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 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. 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 and filed complaints with several state insurance regulators. As part of all its work it ensured that the policies and programs best meet the needs of those highly impacted by HIV. 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.

Operating model

Revenue model
Membership-supported. 63% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 79
  • Accountability: 73
  • Sustainability: 44
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.2%; rating input score 84
  • Program expense ratio: 86.7%; rating input score 87
  • Fundraising efficiency: $76.8 raised per $1 spent on fundraising; rating input score 84; 84th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 88.9%; rating input score 89; 22nd percentile among comparable filings
  • Governance controls: 4 of 8 controls in place; rating input score 50
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 3%; rating input score 45; 45th percentile among comparable filings
  • Total-asset coverage ratio: 0.92; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
  • Officer compensation ratio: 36.8%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: 19.8% per year; rating input score 100; 82nd percentile among comparable filings
  • Revenue growth: 12.8% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 27.8% per year; rating input score 100; 89th percentile among comparable filings

Details

  • Where the money goes: 84.2% of revenue deployed · 86.7% of spending went to programs
  • Governance: 8 of 9 board members independent · 4 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $1.1M in reported program spending
  • Leadership: top reported pay $300K · 10 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $179K reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • Moderate — Sustainability: Operating margin scored 45/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.