HEALTH RESEARCH INCORPORATED ELIZABETH WOOD: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH RESEARCH INCORPORATED ELIZABETH WOOD (EIN 14-1402155)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-01-15
- IRS object ID
- 202430169349300943
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-15T12:07:42-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bonadio & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Wembley Ct | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141402155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH RESEARCH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 5184311200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Broadway 280 | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL A MATTOX | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5184311200 | PhoneNum |
| Signature | 2024-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | MATTOX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Judith J Soro | PreparerPersonNm |
| PTIN | P00743262 | PTIN |
| Phone | 5184644080 | PhoneNum |
| Preparation | 2024-01-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHERYL A MATTOX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Broadway 280 | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,499,718,717 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.healthresearch.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 2610 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,329,552,821 | PYContributionsGrantsAmt |
| CY Contributions Grants | $987,415,325 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $103,605 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $232,419 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,805,178 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,377,956 | CYInvestmentIncomeAmt |
| PY Other Revenue | $299,793 | PYOtherRevenueAmt |
| CY Other Revenue | $284,437 | CYOtherRevenueAmt |
| PY Total Revenue | $1,331,761,397 | PYTotalRevenueAmt |
| CY Total Revenue | $995,310,137 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $208,012,238 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $213,013,406 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,081,989,331 | PYOtherExpensesAmt |
| CY Other Expenses | $727,952,866 | CYOtherExpensesAmt |
| PY Total Expenses | $1,290,001,569 | PYTotalExpensesAmt |
| CY Total Expenses | $940,966,272 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $41,759,828 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $54,343,865 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $793,349,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $875,397,133 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $143,720,909 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169,651,877 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $649,628,122 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $705,745,256 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $528,402,316 | ExpenseAmt |
| Desc | HIV Uninsured Programs See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $195,295,970 | ExpenseAmt |
| Desc | PUBLIC HEALTH EMERGENCY PREPAREDNESS AND HOSPITAL PREPAREDNESSSee Schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $137,673,504 | ExpenseAmt |
| Desc | CANCER RESEARCH See Schedule O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $42,092,455 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $42,092,455 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $903,464,245 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 370 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2610 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teresa Makarowsky Controller | PersonNm |
| Phone | 5184311200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Broadway Suite 280 | AddressLine1Txt |
| City | Menands | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CHERYL A MATTOX | |||||||
| EXECUTIVE DIRECTOR | 38.00 | Yes (X) | Yes (X) | $172,407 | $0 | $66,160 | |
| MARY T BASSETT MD | |||||||
| PRESIDENT (THROUGH 1/2023) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW RUBY | |||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL B SEXTON ESQ | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| CANDACE JOHNSON | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| TIM REYNOLDS CPA | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN P RUNKE ESQ | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MARY APPLEGATE | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL NAZARKO | |||||||
| VICE PRESIDENT | 0.20 | Yes (X) | Yes (X) | $2,850 | $0 | $0 | |
| JAMES V MCDONALD | |||||||
| PRESIDENT (EFFECTIVE 1/2023) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERESA MAKAROWSKY | |||||||
| CORPORATE CONTROLLER | 38.00 | Yes (X) | $143,418 | $0 | $60,457 | ||
| MARY E REID | |||||||
| Chief, Cancer Screening & | 38.00 | $298,343 | $0 | $79,931 | Yes (X) | ||
| CHARLES J GONZALEZ | |||||||
| MEDICAL DIRECTOR, AI | 38.00 | $195,938 | $0 | $74,045 | Yes (X) | ||
| MICHAEL J PRIMEAU | |||||||
| DIRECTOR, OFFICE HEALTH EM | 38.00 | $193,261 | $0 | $35,952 | Yes (X) | ||
| THERESA HAHN | |||||||
| MEMBER CANCER PREVENTION & CONTROL | 38.00 | $190,914 | $0 | $57,503 | Yes (X) | ||
| JILL MASSET | |||||||
| EXECUTIVE DIRECTOR - MARKETING | 38.00 | $183,715 | $0 | $56,218 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,380,846 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $430,266 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 240 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PUBLIC CONSULTING GROUP LLC | |||||
| PO BOX 845308 | BOSTON | MA | 02284 | CONSULTANT | $110,611,344 |
| EXECUSEARCH HOLDINGS LLC | |||||
| PO BOX 844276 | BOSTON | MA | 02284 | CONSULTANT | $4,783,639 |
| OPAD MEDIA SOLUTIONS | |||||
| 275 MADISON AVE | NEW YORK | NY | 10016 | CONSULTANT | $3,805,408 |
| COGNIZANT TECHNOLOGY SOLUTIONS US CORP | |||||
| 11190 SUNRISE VALLEY DR STE 110 | RESTON | VA | 20191 | CONSULTANT | $1,678,807 |
| PROLINK STAFFING SERVICES LLC | |||||
| 4600 MONTGOMERY RD SUITE 300 | CINCINNATI | OH | 45212 | STAFFING SERVICES | $868,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $500,340,516 | GovernmentGrantsAmt |
| All Other Contributions | $487,074,809 | AllOtherContributionsAmt |
| Total Contributions | $987,415,325 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contract Fees | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $232,419 | TotalRevenueColumnAmt |
| Exclusion | $232,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $232,419 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,929,705 | TotalRevenueColumnAmt |
| Exclusion | $8,929,705 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,437 | TotalRevenueColumnAmt |
| Exclusion | $284,437 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $502,856,831 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $504,408,580 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,551,749 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,551,749 | TotalRevenueColumnAmt |
| Exclusion | -$1,551,749 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $995,310,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,894,812 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,293 | TotalAmt |
| Management And General | $445,293 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,308,106 | TotalAmt |
| Program Services | $136,581,569 | ProgramServicesAmt |
| Management And General | $20,726,537 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,324,071 | TotalAmt |
| Program Services | $13,318,949 | ProgramServicesAmt |
| Management And General | $2,005,122 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,184,570 | TotalAmt |
| Program Services | $25,305,204 | ProgramServicesAmt |
| Management And General | $3,879,366 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,751,366 | TotalAmt |
| Program Services | $9,311,706 | ProgramServicesAmt |
| Management And General | $1,439,660 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,063 | TotalAmt |
| Program Services | $549,800 | ProgramServicesAmt |
| Management And General | $95,263 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,150 | TotalAmt |
| Management And General | $142,150 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,293 | TotalAmt |
| Management And General | $71,293 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,273,570 | TotalAmt |
| Program Services | $15,469,750 | ProgramServicesAmt |
| Management And General | $803,820 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,771,674 | TotalAmt |
| Program Services | $30,886,720 | ProgramServicesAmt |
| Management And General | $884,954 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,378,784 | TotalAmt |
| Program Services | $1,406,291 | ProgramServicesAmt |
| Management And General | $972,493 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,813,297 | TotalAmt |
| Program Services | $35,837 | ProgramServicesAmt |
| Management And General | $3,777,460 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,330,484 | TotalAmt |
| Program Services | $2,291,091 | ProgramServicesAmt |
| Management And General | $39,393 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,412 | TotalAmt |
| Program Services | $518,637 | ProgramServicesAmt |
| Management And General | $4,775 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,903 | TotalAmt |
| Management And General | $315,903 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,531 | TotalAmt |
| Management And General | $992,531 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Program Costs | $444,989,227 | $444,989,227 | |
| Subcontracts | $218,826,088 | $218,696,452 | $129,636 |
| OTHER | $1,905,435 | $1,836,260 | $69,175 |
| Tuition, Training, and | $1,765,241 | $1,696,441 | $68,800 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,714 | TotalAmt |
| Program Services | $570,311 | ProgramServicesAmt |
| Management And General | $638,403 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $940,966,272 | TotalAmt |
| Program Services | $903,464,245 | ProgramServicesAmt |
| Management And General | $37,502,027 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,404,962 | BOYAmt |
| EOY | $201,171,652 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,758,507 | BOYAmt |
| EOY | $90,772,571 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,154,557 | BOYAmt |
| EOY | $1,452,532 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,251 | BOYAmt |
| EOY | $168,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,276,770 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,319,982 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,600 | BOYAmt |
| EOY | $3,956,788 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,803,819 | BOYAmt |
| EOY | $556,573,444 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,130,335 | BOYAmt |
| EOY | $21,301,945 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,349,031 | BOYAmt |
| EOY | $875,397,133 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,586,880 | BOYAmt |
| EOY | $102,476,201 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,003,694 | BOYAmt |
| EOY | $45,873,731 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,130,335 | BOYAmt |
| EOY | $21,301,945 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,720,909 | BOYAmt |
| EOY | $169,651,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,528,426 | BOYAmt |
| EOY | $147,074,502 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,099,696 | BOYAmt |
| EOY | $558,670,754 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,628,122 | BOYAmt |
| EOY | $705,745,256 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,349,031 | BOYAmt |
| EOY | $875,397,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $54,343,865 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,773,269 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $758,412,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,311,261,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,151,309,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,329,552,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $987,415,325 | CurrentTaxYearAmt |
| Total | $5,537,951,811 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $758,412,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,311,261,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,151,309,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,329,552,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $987,415,325 | CurrentTaxYearAmt |
| Total | $5,537,951,811 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,537,951,811 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,546,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,355,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,260,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,837,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,214,142 | CurrentTaxYearAmt |
| Total | $47,214,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,585,166,702 | TotalSupportAmt |
| Public Support CY170 | 0.99150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,856 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $570 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$7,563 | OtherExpendituresAmt |
| End Year Balance | $24,863 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,823 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $31,856 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,672 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $151 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $31,823 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $624,319 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,684 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$601,331 | OtherExpendituresAmt |
| End Year Balance | $31,672 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $612,804 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,515 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $624,319 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,697 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $550,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $265,751 | DepreciationAmt |
| Book Value | $284,844 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,403,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,032,534 | DepreciationAmt |
| Book Value | $370,797 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,301,147 | OtherCostOrOtherBasisAmt |
| Book Value | $3,301,147 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,956,788 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Agency Fund - See Part XIII | $6,139,707 |
| Operating Lease Liability | $15,162,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,301,945 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $997,083,406 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,773,269 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,773,269 | RevenueNotReportedAmt |
| Revenue Subtotal | $995,310,137 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $995,310,137 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $940,966,272 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $940,966,272 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $940,966,272 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 1 | QUASI ENDOWMENTS WERE ESTABLISHED TO FURTHER RESEARCH AT HELEN HAYES HOSPITAL, PROVIDE AWARDS TO RISING SCIENTISTS FOR OUTSTANDING CREATIVITY AND QUALITY OF CONTRIBUTION OF BASIC RESEARCH AND FOR LITERATURE AND ARTS OF SCIENCES FOR THE WADSWORTH CENTER LIBRARY. IN JUNE 2019 THE BOARD OF DIRECTORS APPROVED THE RECLASSIFICATION OF THREE OF THE QUASI ENDOWMENTS. THE RECLASSIFICATION ALLOWED THESE FUNDS TO BE MADE AVAILABLE TO THE INTENDED PROGRAMS. THE RECLASSIFICATION IS SHOWN ON LINE 1E FOR 2019. |
| PART X, LINE 1 (2) | OPERATING LEASE LIABILITY $15,162,238. |
| PART X, LINE 1 (2) | AGENCY FUNDS THE CORPORATION IS ADMINISTERING ON BEHALF OF THE OFFICE OF THE ATTORNEY GENERAL, NEW YORK STATE DEPARTMENT OF LAW (OAG), PURSUANT TO A FUNDING ADMINISTRATION AGREEMENT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY E REID | ||||||||||||||
| Chief, Cancer Screening & | $298,343 | $0 | $0 | $0 | $0 | $0 | $54,299 | $0 | $25,632 | $0 | $378,274 | $0 | $0 | $0 |
| CHARLES J GONZALEZ | ||||||||||||||
| MEDICAL DIRECTOR, AI | $195,938 | $0 | $0 | $0 | $0 | $0 | $35,661 | $0 | $38,384 | $0 | $269,983 | $0 | $0 | $0 |
| THERESA HAHN | ||||||||||||||
| MEMBER CANCER PREVENTION & CONTROL | $167,514 | $0 | $0 | $0 | $23,400 | $0 | $34,746 | $0 | $22,757 | $0 | $248,417 | $0 | $0 | $0 |
| JILL MASSET | ||||||||||||||
| EXECUTIVE DIRECTOR - MARKETING | $156,715 | $0 | $0 | $0 | $27,000 | $0 | $33,436 | $0 | $22,782 | $0 | $239,933 | $0 | $0 | $0 |
| CHERYL A MATTOX | ||||||||||||||
| EXECUTIVE DIRECTOR | $148,574 | $0 | $0 | $0 | $23,833 | $0 | $31,378 | $0 | $34,782 | $0 | $238,567 | $0 | $0 | $0 |
| MICHAEL J PRIMEAU | ||||||||||||||
| DIRECTOR, OFFICE HEALTH EM | $193,261 | $0 | $0 | $0 | $0 | $0 | $35,174 | $0 | $778 | $0 | $229,213 | $0 | $0 | $0 |
| TERESA MAKAROWSKY | ||||||||||||||
| CORPORATE CONTROLLER | $138,890 | $0 | $0 | $0 | $4,528 | $0 | $26,102 | $0 | $34,355 | $0 | $203,875 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, COLUMN B (II) - BONUS & INCENTIVE COMPENSATION | PRINCIPAL INVESTIGATORS (PI) WORKING WITH THE BUFFALO DIVISION MAY BE ELIGIBLE FOR SALARY RECOVERY DISTRIBUTIONS ANNUALLY. THE PI'S PERFORMANCE IS REVIEWED AGAINST SPECIFIC GUIDELINES AND RECOMMENDATIONS ARE MADE BY THE COMMITTEE ON THE DISTRIBUTION OF SALARY RECOVERY SUPPORT. |
| PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION | THIS AMOUNT REPRESENTS EMPLOYEE CONTRIBUTIONS OF THEIR BASE COMPENSATION TO AN INDIVIDUAL DEFERRED COMPENSATION PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1, Organization's Mission: | Building a healthier future for New York State and beyond through the delivery of funding and program support to further public health and research programs. Administer gifts and grants in keeping with the health research, prevention, and treatment purpose of the New York State Department of Health (NYSDOH), the Roswell Park Cancer Institute Corporation (RPCIC) and other health related public and private entities; also including intellectual property management and technology transfer. |
| 990, PART I, LINE 1, SIGNIFICANT ACTIVITIES | The following awards highlight a few of the many sponsored projects that Health Research, Inc has administered funding for during the reporting period: Emerging Strategies to Improve Health Outcomes for People Aging with HIV (SPNS) Health Resources Services Administration (HRSA) The NYSDOH AIDS Institute manages a SPNS project (HRSA-22-027) - Emerging Strategies to Improve Health Outcomes for People Aging with HIV: Capacity-Building Provider which provides technical assistance and capacity development to up to 10 demonstration sites to identify, implement, refine, and evaluate emerging strategies to comprehensively screen and manage co-morbidities, geriatric conditions, behavioral health, and psychosocial needs of people 50 years and older with HIV, within the context of the RWHAP; and communicate and disseminate information regarding the initiative. Newborn Screening Pilot Study for Congenital Cytomegalovirus (cCMV) National Institute of Child Health and Human Development The NYSDOH Wadsworth Laboratories screens newborns for congenital cytomegalovirus (cCMV). Principal Investigator and team will validate and implement new tests and algorithms and screen infants born in NYS using a pilot study opt-out model. Infants will be screened unless parents opt out of the cCMV test. Infants who screen positive will be referred for treatment and follow-up per routine NBS protocols. Short-and long-term follow up data will be collected to assess the utility of screening, and evaluate the benefits and risks associated with identification of cCMV at birth. Results from these studies will be used by the ACHDNC in evaluation of the feasibility and suitability of cCMV for addition to the RUSP. Dissecting and Connecting the SigM Stimulus and ESX-4 Secretory Response in Mycobacteria National Institute of General Medical Sciences Mycobacterial diseases place a huge burden on global public health. There is a need to understand the biology and pathogenesis of mycobacteria. The Principal Investigator at NYSDOH Wadsworth Laboratories will characterize a highly conserved mycobacterial secretion system, ESX-4, and determine its role in the biology and pathogenesis of four scientifically important mycobacterial species. Strengthening NYSDOH Public Health Infrastructure, Workforce, and Data Systems Centers for Disease Control and Prevention NYSDOH will use these grant resources to address long-standing weaknesses and new challenges to New York's (NY) public health infrastructure. NYSDOH will make strategic investments to repair and strengthen NY's public health workforce, foundational capabilities, and data infrastructure, with the goal of better serving New Yorkers, especially communities that have been economically or socially marginalized, are located in rural geographic areas, are composed of people from racial and ethnic minority groups or are disproportionately affected by COVID-19 or other public health problems. Borreliacidal Methods and Assay Development ModernaTX, Inc. Sponsor is developing a broad range mRNA-based Lyme disease vaccine that is currently being tested in mice and potentially humans starting in 2023. Principal Investigator's in the NYSDOH Wadsworth Laboratory will develop Borrelia burgdorferi killing (borreliacidal) assays and evaluate serum samples provided by Moderna to evaluate vaccine efficacy against the seven different B. burgdorferi serotypes of medical importance. |
| 990, Part III, Line 4a. Federally Funded HIV AIDS Prevention and Care | The New York State Department of Health AIDS Institute established the Office of Uninsured Care Programs (the Programs) to provide access to medications and medical services for uninsured or underinsured New York State residents living with or at risk of acquiring HIV who meet established eligibility criteria. The AIDS Drug Assistance Program (ADAP) began in 1987 as part of a national program to provide free HIV/AIDS drugs to low-income individuals not covered by Medicaid or adequate third-party insurance. New York State expanded the program to include ambulatory care and home care services, insurance continuation and pre-exposure prophylaxis. The programs are funded through partnerships between the State and federal governments and between the State and the New York City, Long Island and Lower Hudson Ryan White Part A regions. Both federal and state statute/regulation governs the programs. The federal Ryan White HIV/AIDS Treatment Extension Act of 2009 includes statutory authority for AIDS Drug Assistance Programs throughout the nation, and associated appropriations provide federal funding to support the programs. In addition, State regulation in NYCRR, Title 10, Sub-part 43-2 governs the application and eligibility determination process and establishes the rights and responsibilities of applicants, participants, and providers. The Programs employ a dual approach to carry out their mission. First, the Programs empower the individual to seek and access care by allowing the individual to choose a provider and receive care/drugs without cost. Second, the Programs supply a stable and timely funding stream to health care providers, enabling them to use the revenues to develop program capacity to meet the needs of uninsured and underinsured people. HRI issues payments to providers and individuals in accordance with the program guidelines. The Programs are a key component in New York State's response to the HIV/AIDS epidemic. The Programs provide rapid access to antiretroviral (ARV) therapy and ensure universal access to care that is essential to improve health outcomes, achieve viral suppression, and reduce the risk of transmission. The Programs are comprised of five components: ADAP (AIDS Drug Assistance Program) provides free medications for the treatment of HIV/AIDS and opportunistic infections. ADAP Plus provides free primary care services at selected clinics, hospital outpatient departments, office-based physicians, and laboratory vendors. HIV Home Care Program provides coverage for home care services to chronically medically dependent individuals as ordered by their physician. ADAP Plus Insurance Continuation (APIC) can pay health insurance premiums for ADAP-eligible clients. PrEP-AP to prevent HIV infection by providing access to basic primary care services to support HIV-negative individuals at risk of acquiring HIV. The Programs can serve as a transition to Medicaid by providing interim assistance to persons eligible for but not yet enrolled in Medicaid or assist in meeting spend-down requirements. Individuals with health insurance who need assistance with meeting their deductibles or co-payments are also eligible. The Programs will coordinate benefits with their insurance company. Ryan White HIV/AIDS Program (RWHAP) legislation defers to individual states to define what qualifies as low-income eligibility and any additional program restrictions. New York State has codified its responsibilities under the Department of Health Administrative Rules and Regulations State Aid and Funding subchapter (10 CRR-NY 43-2) most recently updated in 2019. The UCP enrollment process has been revised to facilitate same-day enrollment for all participating providers, as well as applicants who apply on their own. The addition of this expansion decreases the program approval time for participants allowing for expedited ART, in accordance with the AIDS Institute policy on Rapid Initiation of Antiretroviral Therapy, which identifies every new diagnosis as an immediate call to action for every provider, with the goal of rapid initiation of treatment and the gold standard of same-day initiation of treatment. This policy supports the "U=U" message that individuals with a sustained undetectable viral load will not sexually transmit HIV. New York State's Uninsured Care Programs are the most comprehensive in the nation, offering a full scope of services to persons with HIV/AIDS. The UCP serves over 23,000 uninsured and underinsured persons living with HIV/AIDS annually. The Programs serve all populations affected by HIV/AIDS in New York State. The Programs served 23,098 participants during the 2022/2023 fiscal year. Cumulative statewide ADAP enrollment as of 3/1/2023 was 120,276, with 18,633 currently active. ADAP Plus has a cumulative enrollment of 108,362 participants with 17,301 active as of 3/1/2023. The HIV Home Care Program had a cumulative enrollment of 5,806 participants with an active caseload of 170. ADAP Plus Insurance Continuation (APIC) had a cumulative enrollment of 18,554 participants as of 3/1/2023 with 4,402 active. The majority of ADAP participants are persons of color: 35.3 percent are Black; 39.3 percent are Hispanic; 21.4 percent are White; three percent are Asian/Pacific Islander/Native American. The UCP/ADAP has developed a program-specific cascade of care which demonstrates that the programs have been successful in linking uninsured and underinsured persons to continuous care and achieving viral suppression. As a result of these activities, 97% of program participants who were active in the program for at least one year show evidence of care and 93.4% are virally suppressed. |
| 990, Part III, Line 4b. PUBLIC HEALTH EMERGENCY AND HOSPITAL PREPAREDNESS | The Centers for Disease Control and Prevention (CDC) Public Health Emergency Preparedness (PHEP) and the Administration for Strategic Preparedness and Response (ASPR) Hospital Preparedness Program (HPP) funding supports the efforts of the New York State Department of Health (NYSDOH) Office of Health Emergency Preparedness (OHEP). NYSDOH OHEP continues to work with the State Office of Emergency Management (State OEM) and other State Agencies, Local Health Departments (LHD) and private and public-sector partners to build a solid emergency preparedness and response foundation to respond to any crisis or emergent situation in the State. Based on an assessment of NYSDOH capabilities and gaps, NYSDOH has carefully reviewed its progress in designing an integrated and comprehensive health emergency preparedness structure and has strategically prioritized future efforts. 1. NYSDOH OHEP continues to sustain its fully developed Incident Management System (IMS). Accomplishments from the period 04/01/2022 to 03/31/2023 NYSDOH Informatics finished initial proof of concept technology review and made development plans for the switch of IMS Dashboard to Tableau technology. NYSDOH Informatics obtained licenses and educational material for Tableau and staff have been learning the technology. NYSDOH Division of Epidemiology (DOE) cross trained staff for Emergency Support Function (ESF) and Emergency Operations Center (EOC) Representation which enhanced overall incident management capability. 2. NYSDOH OHEP continues to support and provide updated guidance for distribution and dispensing of Medical Countermeasures (MCM), including vaccines and medications, using local Points of Dispensing (POD) and Clinical Operations (ClinOps). Accomplishments from the period 04/01/2022 to 03/31/2023 NYSDOH Informatics continued meetings with the Countermeasure Data Management System (CDMS) workgroup to determine next steps to enhance the system. NYSDOH OHEP conducted quarterly Cities Readiness Initiative (CRI) calls with the 14 CRI jurisdictions and all CRI jurisdictions submitted documentation supporting ongoing capability building at the local level. 3. NYSDOH continues to support the Medical Emergency Response Inventory Tracking System (MERITS). MERITS is an electronic inventory management system that supports the Strategic National Stockpile (SNS) and the State's Medical Emergency Response Cache (MERC) warehouse operations. This includes processing orders, receiving, shipping, reporting and maintaining a master inventory of all assets. NYSDOH OHEP continues to sustain medical materiel management and distribution capacity to respond to a public health threat with MCM and/or Durable Medical Equipment (DME) to provide for a timely and effective response. Accomplishments from the period 04/01/2022 to 03/31/2023 NYSDOH Informatics completed updates to the MERITS application and released the new version following training of NYSDOH OHEP Logistics staff. Preventative maintenance of DME continued, including ventilators, oxygen concentrators and pulse oximeters. Expired resources were identified across all State medical warehouses for disposition. NYSDOH OHEP in collaboration with the Health Care Coalition (HCC) Readiness and Response Coordinators completed update of Critical Asset Survey (CAS) questions to collect information from hospitals about integrity of the supply chain, stockpiled Personal Protective Equipment (PPE) and other durable medical goods in addition to facility infrastructure and operating status questions. 4. NYSDOH continues to support informatics infrastructure to provide electronic, secure systems and applications for emergency preparedness, response and recovery. NYSDOH will sustain and improve systems for information exchange. In-place architecture was leveraged, and new components were added that link NYSDOH with its emergency preparedness and response partners and promote the exchange of data with stakeholders, bi-directionally, while ensuring appropriate privacy protection. Accomplishments from the period 04/01/2022 to 03/31/2023 Based on lessons learned from the COVID-19 response, Critical Specimen Transport (CST) training was updated to align with new enhancements to the operation, including a smart phone-based application to support transport communication and documentation. 78 staff were trained in basic CST operations using recorded webinar trainings. The overall percentage of emergency risk communication on NYSDOH social media channels (Facebook, Twitter, Instagram, etc.) was approximately 60% of overall posts during this period and covered storms, extreme heat, flooding and air quality warnings. NYSDOH Informatics provided monthly Health Commerce System (HCS), Health Electronic Response Data System (HERDS) and Integrated Health Alerting Network System (IHANS) trainings to State, regional and local partners. 176 were trained in Introduction to HCS, 97 were trained in HERDS data entry, 124 were trained in the HCS Communications Directory, 74 received IHANS certification and 629 were trained in Evacuation of Facilities in Disasters System (eFINDS). All four (4) Health Emergency Preparedness Coalitions (HEPC) completed the Medical Response and Surge Exercise (MRSE) Planning and Evaluation Tool, conducted the MRSE exercise and submitted an After-Action Report/Improvement Plan (AAR/IP). All four (4) HEPCs conducted two (2) Interoperable Communication (IOC) drills and complete a HERDS survey for each. NYSDOH Informatics added a new drawing feature to the emPOWER mapping tool on the HCS. 5. NYSDOH continues to sustain and build public health laboratory testing capability of the NYSDOH Wadsworth Center (WC), to include testing of clinical, environmental, food and water samples. Laboratory testing continues to be a priority area including coordination and communication efforts and building additional capabilities. Laboratory Response Network (LRN)-Biological (B) goals include rapid testing using LRN protocols and reporting to submitters to provide information for prompt decision making. LRN-B will sustain the ability for contacting the sentinel laboratories in New York State (NYS) through the HCS. LRN-Chemical (C) goals include the adoption of technology to process and maintain the positive identification of the large number of specimens that are handled during surge testing and to use the reference materials that are now supplied by the CDC for method improvement and the full validation of analytical protocols. Accomplishments from the period 04/01/2022 to 03/31/2023 Seven (7) members of the Biodefense Laboratory were trained and are competent to perform LRN clinical and high-risk environmental sample testing. The WC LRN-Biological (B) laboratory performed numerous tests on specimens and samples for agents listed on the LRN Requalification. WC LRN-B laboratory performed testing on 54 specimens or isolates received for B. anthracis, 19 for Brucella sp., 2 Francisella tularensis, 1 Yersinia pestis, 70 for C. botulinum, 1 Coxiella, 4 mpox and 2 Staphylococcal enterotoxins. Testing for these specimens were all initiated within two (2) hours. WC scored 99.6% overall for three (3) annual events, for the 14 LRN-Chemical (C) methods. WC continued method validation for approval of a method containing 250 opioid target analytes in urine, serum and plasma. Packaging and shipping training was provided to LRN sentinel laboratories both within and outside of New York City (NYC). 520 participants have taken specimen packaging and shipping training and 324 successfully earned a certificate. All PT materials (Cold Vapor Atomic Absorption (CVAA), Urine Metals (UM) and Urine Mercury (UHg)) were shipped on time and grading of UM and UHg was completed. WC participated in the Specimen Packaging and Shipping (SPaS) exercise in October 2022 and achieved a score of 100%. LRN-B developed a quarterly newsletter to distribute to the LRN sentinel laboratories throughout NYS with topics on emerging/re-emerging pathogens and emergency preparedness. A threat agnostic approach was designed to identify biothreats and other pathogens such as RNA/DNA viruses, bacteria, parasites and fungi and has developed the capability to detect respiratory pathogens and screen samples for a wide variety of pathogens in a single assay. |
| 990, Part III, Line 4b. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESS | PREPARDNESS CONTD. 6. The NYSDOH continues to sustain and enhance its communicable disease surveillance systems that collect information from multiple data streams daily to ensure a baseline of epidemiologic data for NYS. NYSDOH continues to sustain the capability to analyze and interpret epidemiologic data that is critical to the practice of public health. Accomplishments from the period 04/01/2022 to 03/31/2023 NYSDOH DOE, WC and NYSDOH Regional Emergency Preparedness staff reviewed past Biological Disease Surveillance (BDS) planning, local plan examples and assessed future BDS planning within context of overall Inhalation Anthrax planning. The NYSDOH DOE continued ongoing case investigation, contact tracing and community mitigation efforts. Laboratory data from Electronic Clinical Laboratory Reporting System (ECLRS) and case information from Communicable Disease Electronic Surveillance System (CDESS) continued to be used extensively during all public health response efforts. 100% of NYS Emergency Department (ED) sites are submitting data to ESSENCE. Investigations were initiated for 99.7% of Category I disease reports within 24 hours. Investigations were initiated for 97.8% of Category II disease reports within three (3) days. Investigations were initiated for 98.5% of Category III disease reports within five (5) days. 98% of Category A investigations were completed. 90.6% of Category B investigations were completed. 88.0% of Category C investigations were completed. ECLRS data has been used for many public facing dashboards related to the COVID pandemic response and NYSDOH added a new dashboard displaying syndromic surveillance data, a first for NYSDOH. No new syndromes were added for surveillance, but the data continued to be heavily used for public health response efforts (e.g., drug overdose surveillance, polio, heat/smoke, etc.). Program Period Successes: COVID-19 Response NYSDOH continued to generate inventory reports using MERITS to quickly assess stockpiled supply of PPE and DME in the MERC warehouses and continued to monitor inventory, maintain DME and replenish supplies when needed. NYSDOH continued to follow established recovery procedures and capture lessons learned and best practices from the COVID-19 pandemic response. NYSDOH continued to coordinate with emergency response partners including Division of Homeland Security and Emergency Services (DHSES), State OEM and the Office of General Services (OGS) demobilizing, determining storage and maintenance and/or redistributing assets to improve readiness for any possible future COVID-19 or other infectious disease outbreaks. NYSDOH Informatics continued to support and maintain HERDS with weekday COVID-19 surveys for Hospitals, Nursing Homes (NH) and Adult Care Facilities (ACF) to report on and track facility operating status, staffing levels, bed availability and resource inventory. NYSDOH Public Affairs Group (PAG) continued to work with the Governor's Office to provide New Yorkers with comprehensive messaging order to reduce the impact of COVID-19. The primary effort was to maintain the COVID-19 public website and to share informational resources with LHDs and health care organizations. Public outreach campaigns included messaging to classify booster doses versus standard doses for those that previously did not receive the vaccine in any form. This proved to be a confusing topic for the public and PAG maintained an extensive and continually updated Frequently Asked Questions (FAQs) page on the public website. NYSDOH continued efforts to ensure all populations understood the status of the pandemic, including distribution of CDC guidance for people with disabilities and those who use American Sign Language (ASL) and braille. To help local jurisdictions and the public to understand the impact of the pandemic, data summaries and dashboards were posted on public websites to show the number of COVID-19 deaths compared to other leading causes of death in NYS. Vaccine efforts continued to be focused on LHD and provider-level operations, with continuing "office hours" for provider questions and input. Significant efforts were conducted to provide guidance on and updates to the CDMS application that is used by LHDs to track administration of COVID-19 vaccinations. Wadsworth Center continued performing SARS-CoV-2 sequencing to monitor currently circulating variants. WC secured a courier to provide transport of urgent clinical specimens to WC and wastewater samples to consortium laboratories for sequencing to ensure that NYSDOH continues to monitor SARS-CoV-2 variants throughout NYS. |
| Form 990, Part III, Line 4c, CANCER RESEARCH | Roswell Park Cancer Institute is a multidisciplinary, translational comprehensive cancer center, with a mission to eliminate cancer's grip on humanity by unlocking its secrets through personalized approaches and unleashing the healing power of hope. RPCI utilizes its comprehensive cancer support grant (CCSG) through HRI to build on unique strengths and opportunities, moving laboratory science into advanced treatment, prevention, diagnosis, and education. Roswell Park Cancer Institute's revolutionary research model of a "multidisciplinary approach" to cancer with scientists and clinicians working in concert and in consult has become the standard by which all modern-day comprehensive cancer centers are measured. HRI continues to work with RPCI leadership in all of their research endeavors. HRI's cancer research grant portfolio supports a nationally recognized research enterprise at RPCI. The Buffalo comprehensive cancer center is one of only 50 comprehensive cancer centers in the country. Health Research Incorporated (HRI) provides effective pre-and-post-award evaluation, solicitation, and administration of external research support from Federal and State agencies, not-for-profit foundations, and commercial firms in accordance with the requirements of the sponsor. The HRI/Grants Management staff (20 FTES) support more than 520 active research related projects annually for RPCI, providing timely and detailed revenue and expenditure information for internal and external review, as well as analysis with Institute investigators. HRI's superior Grant Administration expertise and its ability to attract highly qualified research staff have contributed to the continued upward trajectory of the institution and its cancer research. HRI-Roswell Park Division currently has roughly 550 active projects totaling $113.8 million, of which $85 million are peer reviewed awards as of March 31, 2023. HRI-Roswell Park's largest sponsor is the National Institute of Health (NIH) representing more than 60% of total funding. HRI-Roswell Park Division received more than $108 M of revenue in FY23. |
| Form 990, Part III, Line 4d. Other Program Services | Biomedical Research Health Facilities Management School of Public Health Division of Administration and Information System Technology Transfer, Internally Sponsored Research and Public Health Programs Office of Public Health Programs and Research Center for Environmental Health and Research Office of Health System Management Division of Health Care Standards Survey Division of Health Facility Planning Office of Health Insurance Programs Office of Quality and Patient Safety Office of the Commissioner |
| Form 990, Part VI, Section B, line 11b | The Annual Form 990 is initiated by the Corporate Controller and developed in conjunction with the Assistant Controller and the Executive Director. The final draft is reviewed by the three key personnel listed above. A comparative analysis to the prior year's filing is conducted and then the final draft is presented to Health Research, Inc's independent audit firm for validation. Once finalized by the independent audit firm, the Executive Director presents and reviews the Form 990 filing with the Corporation's Secretary/Treasurer and if requested, the Corporation's Vice President. A copy of the 990 is provided to all Directors of the HRI Board for their review prior to filing. |
| Form 990, Part VI, Section B, line 12c | HRI Conflict of Interest Policies are reviewed annually and if appropriate, revised by the Corporation's Counsel and Executive Director. The most recent version of the HRI Employee Conflict of Interest Policy was updated in January 2018. The policy is provided to employees on an annual basis via HRI's online training system. Individuals are required to attest to reading the policy; confirmation of which is electronically maintained by Corporate Human Resource Staff. In addition to the annual certification, all new employees are provided with a copy of Employee Conflict of Interest Policy in conjunction with New Hire Orientation, and the policy is available on the HRI website. All potential conflicts must be disclosed in writing to the Corporate Office for review and consideration by management. Compliance with the provisions of the policy are monitored and ensured through the presence of complimentary controls, such as the HRI Outside Employment Policy and Honoraria/Travel Expense Reimbursement Policy. Annually, members of the Board of Directors, Officers and Key employees are provided with a copy of the Conflict of Interest Policy for Board Members, Officers and Key Employees and must certify that they have read and understand the policy, in addition to disclosing all conflicts of interest. New HRI Board Members, Officers and Key Employees are provided with a copy of the policy at the time of appointment and are required to disclose any conflicts upon receipt. Attestations and disclosure forms are sent to the HRI Corporate Office and then forwarded to the Audit Committee for review and consideration. The organization is continuing to enhance its process to ensure that all conflict of interest certifications are documented. Restrictions imposed are conditioned and determined by circumstances and range from denial of the request for an employee to recusal for a Director of the Corporation. |
| Form 990, Part VI, Section B, line 15 | Salaries of the Executive Director and all key employees are set in the annual budget. This is reviewed and approved by the Board annually. |
| Form 990, Part VI, Section C, line 19 | Health Research, Inc.'s governing documents: Conflict of Interest Policy, Ethics Policy, Whistleblower Policy and Financial Statements are available to the public upon request. |
| FORM 00, PART VII, SECTION A | Michael Nazarko was compensated as an hourly employee through January 19, 2022. Mr. Nazarko was elected to the Board of Directors effective January 10, 2022. While there was an overlap in the dates, all compensation was related to his work as an hourly employee. |
| 990, Part X Investments Publicly Traded Securities | US Treasuries & Securities FMV = $556,573,444 |
| 990, Part XII, Line 2c | There have been no changes made to the oversight and selection process during the tax prep year. |
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