HEALTH RESEARCH INCORPORATED ELIZABETH WOOD: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH RESEARCH INCORPORATED ELIZABETH WOOD (EIN 14-1402155)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-10-05
- IRS object ID
- 202212789349301386
- Schema version
- 2021v4.2
- 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 | 2022-10-05T15:41:28-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | 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 | 2021-04-01 | 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 | 2022-10-04 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Judith J Soro | PreparerPersonNm |
| PTIN | P00743262 | PTIN |
| Phone | 5184644080 | PhoneNum |
| Preparation | 2022-10-04 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $1,978,265,729 | 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 | 2502 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,151,309,750 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,329,552,821 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $159,745 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $103,605 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,083,875 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,805,178 | CYInvestmentIncomeAmt |
| PY Other Revenue | $179,285 | PYOtherRevenueAmt |
| CY Other Revenue | $299,793 | CYOtherRevenueAmt |
| PY Total Revenue | $1,161,732,655 | PYTotalRevenueAmt |
| CY Total Revenue | $1,331,761,397 | 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 | $203,213,234 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $208,012,238 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $976,061,370 | PYOtherExpensesAmt |
| CY Other Expenses | $1,081,989,331 | CYOtherExpensesAmt |
| PY Total Expenses | $1,179,274,604 | PYTotalExpensesAmt |
| CY Total Expenses | $1,290,001,569 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$17,541,949 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $41,759,828 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $806,598,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $793,349,031 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $195,951,181 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $143,720,909 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $610,647,684 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $649,628,122 | 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 | $478,203,611 | ExpenseAmt |
| Desc | HIV Uninsured Programs See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $629,272,401 | ExpenseAmt |
| Desc | PUBLIC HEALTH EMERGENCY PREPAREDNESS AND HOSPITAL PREPAREDNESSSee Schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $131,667,432 | ExpenseAmt |
| Desc | CANCER RESEARCH See Schedule O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,175,034 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $13,175,034 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,252,318,478 | 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 | 393 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2502 | 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 |
| 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| CHERYL A MATTOX | ||||||||
| EXECUTIVE DIRECTOR | 38.00 | Yes (X) | Yes (X) | $165,786 | $0 | $64,842 | ||
| MARY T BASSETT MD | ||||||||
| PRESIDENT | 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 | ||||||||
| DIRECTOR- EFFECTIVE 01/10/22 | 0.20 | Yes (X) | $28,020 | $0 | $0 | |||
| TERESA MAKAROWSKY | ||||||||
| CORPORATE CONTROLLER | 38.00 | Yes (X) | $140,292 | $0 | $60,702 | |||
| MARY E REID | ||||||||
| Chief, Cancer Screening & | 38.00 | $280,735 | $0 | $76,072 | Yes (X) | |||
| ROMINA J TOMMASIELLO | ||||||||
| HEALTH PROGRAM ADMINISTRATOR I | 38.00 | $204,091 | $0 | $76,093 | Yes (X) | |||
| CHARLES J GONZALEZ | ||||||||
| MEDICAL DIRECTOR, AI | 38.00 | $195,658 | $0 | $71,329 | Yes (X) | |||
| FRANCISCO A DIAZ | ||||||||
| HEALTH PROGRAM ADMINISTRATOR I | 38.00 | $193,670 | $0 | $49,985 | Yes (X) | |||
| MICHAEL J PRIMEAU | ||||||||
| DIRECTOR, OFFICE HEALTH EMERG PREP | 38.00 | $191,596 | $0 | $34,870 | Yes (X) | |||
| HOWARD ZUCKER MD | ||||||||
| FORMER PRESIDENT | 2.00 | $66,821 | $0 | $10,090 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,466,669 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $443,983 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 265 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | $394,407,476 |
| EXECUSEARCH HOLDINGS LLC | |||||
| PO BOX 844276 | BOSTON | MA | 02284 | CONSULTANT | $27,512,701 |
| OPAD MEDIA SOLUTIONS | |||||
| 275 MADISON AVE | NEW YORK | NY | 10016 | CONSULTANT | $5,439,585 |
| MCCARTHY TENTS AND EVENTS LLC | |||||
| 3353 Brighton Henrietta Twn Ln Rd | ROCHESTER | NY | 14623 | CONSULTANT | $3,601,334 |
| STARR TENT AND EVENT GROUP LLC | |||||
| 75 BEECHWOOD AVE | NEW ROCHELLE | NY | 10801 | CONSULTANT | $1,085,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $859,110,362 | GovernmentGrantsAmt |
| All Other Contributions | $470,442,459 | AllOtherContributionsAmt |
| Total Contributions | $1,329,552,821 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | contract fees | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $103,605 | TotalRevenueColumnAmt |
| Exclusion | $103,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $103,605 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,538,533 | TotalRevenueColumnAmt |
| Exclusion | $1,538,533 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $299,793 | TotalRevenueColumnAmt |
| Exclusion | $299,793 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $646,770,977 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $646,504,332 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $266,645 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $266,645 | TotalRevenueColumnAmt |
| Exclusion | $266,645 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,331,761,397 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,208,576 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,546 | TotalAmt |
| Management And General | $484,546 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,174,210 | TotalAmt |
| Program Services | $132,468,268 | ProgramServicesAmt |
| Management And General | $19,705,942 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,919,549 | TotalAmt |
| Program Services | $16,468,922 | ProgramServicesAmt |
| Management And General | $2,450,627 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,963,610 | TotalAmt |
| Program Services | $22,559,253 | ProgramServicesAmt |
| Management And General | $3,404,357 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,470,323 | TotalAmt |
| Program Services | $9,086,746 | ProgramServicesAmt |
| Management And General | $1,383,577 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,452 | TotalAmt |
| Program Services | $186,911 | ProgramServicesAmt |
| Management And General | $155,541 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,000 | TotalAmt |
| Management And General | $146,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,396 | TotalAmt |
| Management And General | $70,396 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,530,479 | TotalAmt |
| Program Services | $8,006,476 | ProgramServicesAmt |
| Management And General | $524,003 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,478,582 | TotalAmt |
| Program Services | $73,706,111 | ProgramServicesAmt |
| Management And General | $772,471 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,058,407 | TotalAmt |
| Program Services | $1,119,956 | ProgramServicesAmt |
| Management And General | $938,451 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,217 | TotalAmt |
| Program Services | $104,217 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,714,512 | TotalAmt |
| Program Services | $21,710 | ProgramServicesAmt |
| Management And General | $3,692,802 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,388 | TotalAmt |
| Program Services | $511,532 | ProgramServicesAmt |
| Management And General | $7,856 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,147 | TotalAmt |
| Program Services | $385,147 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,561 | TotalAmt |
| Management And General | $276,561 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $921,327 | TotalAmt |
| Management And General | $921,327 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Subcontracts | $556,330,208 | $554,423,050 | $1,907,158 |
| Program Costs | $409,676,025 | $409,676,025 | |
| Tuition, Training, and | $2,799,530 | $2,741,832 | $57,698 |
| Printing and Publicatio | $1,099,262 | $482,275 | $616,987 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,536,838 | TotalAmt |
| Program Services | $20,370,047 | ProgramServicesAmt |
| Management And General | $166,791 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,290,001,569 | TotalAmt |
| Program Services | $1,252,318,478 | ProgramServicesAmt |
| Management And General | $37,683,091 | 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 | $96,485,953 | BOYAmt |
| EOY | $119,404,962 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,597,444 | BOYAmt |
| EOY | $93,758,507 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,924,864 | BOYAmt |
| EOY | $1,154,557 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,358 | BOYAmt |
| EOY | $170,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,620,055 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,693,455 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $935,298 | BOYAmt |
| EOY | $926,600 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,410,944 | BOYAmt |
| EOY | $567,803,819 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,840,004 | BOYAmt |
| EOY | $10,130,335 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,598,865 | BOYAmt |
| EOY | $793,349,031 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,858,975 | BOYAmt |
| EOY | $90,586,880 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,252,202 | BOYAmt |
| EOY | $43,003,694 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,840,004 | BOYAmt |
| EOY | $10,130,335 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,951,181 | BOYAmt |
| EOY | $143,720,909 | 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 | $131,647,201 | BOYAmt |
| EOY | $133,528,426 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,000,483 | BOYAmt |
| EOY | $516,099,696 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,647,684 | BOYAmt |
| EOY | $649,628,122 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,598,865 | BOYAmt |
| EOY | $793,349,031 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $41,759,828 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,779,390 | 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 | $704,248,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $758,412,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,311,261,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,151,309,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,329,552,821 | CurrentTaxYearAmt |
| Total | $5,254,785,288 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $704,248,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $758,412,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,311,261,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,151,309,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,329,552,821 | CurrentTaxYearAmt |
| Total | $5,254,785,288 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,254,785,288 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,291,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,546,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,355,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,260,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,837,714 | CurrentTaxYearAmt |
| Total | $45,292,440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,300,077,728 | TotalSupportAmt |
| Public Support CY170 | 0.99150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98950 | 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 | $31,823 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $31,856 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $607,286 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,518 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $612,804 | 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 | $194,790 | DepreciationAmt |
| Book Value | $355,805 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,047,763 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,476,968 | DepreciationAmt |
| Book Value | $570,795 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $926,600 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Agency Fund - See Part XIII | Desc |
| Amt | $10,130,335 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,130,335 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,328,877,791 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,779,389 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,779,389 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,331,657,180 | RevenueSubtotalAmt |
| Other Revenues Not Included | $104,217 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $104,217 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,331,761,397 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,289,897,352 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,289,897,352 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $104,217 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $104,217 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,290,001,569 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 4b - Other Adjustments: | ROYALTIES PAID TO INVENTORS 104,217. |
| Part XII, Line 4b - Other Adjustments: | ROYALTIES PAID TO INVENTORS 104,217. |
| PART V, LINE 4 | 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 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 (8 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 & | $280,735 | $0 | $0 | $0 | $0 | $0 | $51,094 | $0 | $24,978 | $0 | $356,807 | $0 | $0 | $0 |
| ROMINA J TOMMASIELLO | ||||||||||||||
| HEALTH PROGRAM ADMINISTRATOR I | $197,654 | $0 | $0 | $0 | $6,437 | $0 | $37,145 | $0 | $38,948 | $0 | $280,184 | $0 | $0 | $0 |
| CHARLES J GONZALEZ | ||||||||||||||
| MEDICAL DIRECTOR, AI | $195,658 | $0 | $0 | $0 | $0 | $0 | $35,610 | $0 | $35,719 | $0 | $266,987 | $0 | $0 | $0 |
| FRANCISCO A DIAZ | ||||||||||||||
| HEALTH PROGRAM ADMINISTRATOR I | $179,381 | $0 | $0 | $0 | $14,289 | $0 | $35,248 | $0 | $14,737 | $0 | $243,655 | $0 | $0 | $0 |
| CHERYL A MATTOX | ||||||||||||||
| EXECUTIVE DIRECTOR | $140,975 | $0 | $0 | $0 | $24,811 | $0 | $30,173 | $0 | $34,669 | $0 | $230,628 | $0 | $0 | $0 |
| MICHAEL J PRIMEAU | ||||||||||||||
| DIRECTOR, OFFICE HEALTH EMERG PREP | $191,596 | $0 | $0 | $0 | $0 | $0 | $34,870 | $0 | $0 | $0 | $226,466 | $0 | $0 | $0 |
| TERESA MAKAROWSKY | ||||||||||||||
| CORPORATE CONTROLLER | $135,847 | $0 | $0 | $0 | $4,445 | $0 | $25,533 | $0 | $35,169 | $0 | $200,994 | $0 | $0 | $0 |
| HOWARD ZUCKER MD | ||||||||||||||
| FORMER PRESIDENT | $66,821 | $0 | $0 | $0 | $0 | $0 | $10,090 | $0 | $0 | $0 | $76,911 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION | FormAndLineReferenceDesc |
| Explanation | THIS AMOUNT REPRESENTS EMPLOYEE CONTRIBUTIONS OF THEIR BASE COMPENSATION TO AN INDIVIDUAL DEFERRED COMPENSATION PLAN. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1, Organization's Mission: | Administer gifts and grants in keeping with the health research, prevention and treatment purpose of the NYS Department of Health, the Roswell Park Cancer Institute Corporation 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 received funding for during the reporting period: Unexpected Complexity in Bacterial Genomes National Institute of General Medical Sciences (NIH) Research from Dr. Wade's lab and others have shown that the textbook view of bacterial genomes is incorrect. Dr. Wade will leverage his expertise in genetics, genomics, and molecular biology, to continue productive lines of research on four overlapping topics that relate to the major research focus of his group: the unexpected complexity of bacterial genomes. Modeling the Influence of Temperature on the Evolution of Vector-virus Interactions National Institute of Allergy and Infectious Diseases (NIH) Studies funded under this project are proposed to comprehensively assess thermal responses of Culex mosquitoes with and without West Nile virus infection and create more informed transmission models under variable temperatures. Given the strong effects of temperature on viral replication rates, the variability of vector species and population responses to temperature, and the documented role of interactions among viral genotype and environment in governing transmission, studies which aim to model temperature need to consider the evolution of dynamic vector-virus interactions. This project proposes to address this gap in infectious disease modeling by simulating evolution under higher temperatures in the lab and utilize these data to inform novel predictive transmission models. Epidemiology and Laboratory Capacity COVID SUPPLEMENTS Reopening Schools Detection & Mitigation of COVID-19 in Confinement Facilities Centers for Disease Control and Prevention Supplemental funds awarded under the current Epidemiology and Laboratory Capacity (ELC) grant for Prevention and Control of Emerging Infectious Diseases in New York State. The purpose of the supplemental funding is to reopen schools in New York State, provide needed resources to implement screening testing programs in schools aligned with the CDC recommendations for K-12, and ensure schools can remain open and operate safely. Additional supplemental funds awarded under the current Epidemiology and Laboratory Capacity (ELC) grant for Prevention and Control of Emerging Infectious Diseases in New York State. The purpose of this supplemental funding is primarily focused on providing resources to confinement facilities for the detection and mitigation of COVID-19. Antibody-based Spike Identification Panel for Vaccine Manufacturing University of Delaware (National Institute of Standards and Technology) The emergence of SARS-CoV-2 variants of concern (VoC) has muddled the vaccine manufacturing landscape. The first-generation SARS-CoV-2 mRNA, viral vector, and subunit vaccines were designed based on the original Spike sequence from the Wuhan/WA01 isolate identified in the United States in early 2020. The past several months has seen the original WA01 strain replaced by variants carrying point mutations and deletions along the length of the Spike protein, including the receptor-binding domain (RBD). In this proposal, we plan to utilize the existing SARS-CoV-2 specific antibody panels to isolate new mAbs that discriminate among the existing RBD VoCs for the purpose of identify testing in vaccine manufacturing. The same reagents may also have utility in stability and potency assays for lot release of various batches of vaccine products. National Initiative to Address COVID-19 Health Disparities Among Populations at High-Risk and Underserved, Including Racial and Ethnic Minority Populations and Rural Communities Centers of Disease Control and Prevention This project includes a comprehensive set of activities to address COVID-19 Health Disparities Among Populations at High-Risk and Underserved, Including Racial and Ethnic Minority Populations and Rural Communities. NYSDOH will engage existing community partners who serve high-risk and underserved populations, including rural communities to develop a coordinated and holistic approach that builds on culturally, linguistically, and locally tailored strategies to reduce COVID-19 risk and ensure equitable access to COVID-19 related services for populations at higher risk, underserved, and disproportionately affected. |
| 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. 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 23,012 participants during the 2021/2022 fiscal year. Cumulative statewide ADAP enrollment as of 3/1/2022 was 117,383, with 17,897 currently active. ADAP Plus has a cumulative enrollment of 105,444 participants with 16,761 active as of 3/1/2022. The HIV Home Care Program had a cumulative enrollment of 5798 participants with an active caseload of 185. ADAP Plus Insurance Continuation (APIC) had a cumulative enrollment of 18,052 participants as of 3/1/2022 with 4,493 active. The majority of ADAP participants are persons of color: 38.3 percent are Black; 35.2 percent are Hispanic; 22 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 94% 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 Assistant Secretary for 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). 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 04/01/2021 to 03/31/2022 NYSDOH OHEP with the State OEM conducted an Emergency Operations Center (EOC) and Emergency Support Function (ESF) operations training on November 16, 2021 for thirteen (13) IMS personnel. The training is now maintained as a recorded webinar to provide a resource for additional IMS personnel needed for emergency response. NYSDOH OHEP worked with Health Emergency Preparedness Coalition (HEPC) leadership and a multidisciplinary group of community partners to develop the NYSDOH Burn Surge Annex to the Health Emergency Preparedness and Response Plan (HEPRP). NYSDOH participated in real-world mass care and emergency assistance efforts to support response activities following multiple incident types. NYSDOH supported ESF-6 in emergency repatriation, mass care sheltering activations and Disaster Recovery Center (DRC) staffing. The annual Integrated Preparedness Planning Workshop (IPPW) (formerly the annual Multiyear Training and Exercise Plan (MYTEP)) was conducted virtually on June 9, 2021 to identify NYSDOH and other State agency training and exercise activities to build and sustain capabilities over the next five years. 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 04/01/2021 to 03/31/2022 All 57 LHDs submitted an After-Action Report and Improvement Plan (AAR/IP) to NYSDOH following an MCM Dispensing Full-Scale Exercise. Clinical guidance updates to safely and rapidly provide MCM during POD were included in all 57 LHD ClinOps Plans. Due to the ongoing COVID pandemic, each LHD was required to develop a focused COVID Response Plan. 100% (57 of 57) LHD plans were submitted. Each plan contained fundamental activities and planning efforts related to case investigation, contact tracing and Isolation/Quarantine (I/Q). All fourteen (14) Cities Readiness Initiative (CRI) counties submitted quarterly Technical Assistance Action Plans (TAAP) to NYSDOH. NYSDOH Informatics implemented 100% of the updates identified by the Countermeasures Data Management System (CDMS) workgroup to enhance user accessibility and functionality of the application, including automatic scheduling of 2nd dose appointments based upon duration and medication. 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 to provide for a timely and effective response. Accomplishments from the period 04/01/2021 to 03/31/2022 NYSDOH Informatics and Subject Matter Leads (SML) continued to meet and develop the rewrite of MERITS. MERC staff have coordinated with ASPR and conducted drop shipment sustainments for the ASPR Division of Strategic National Stockpile (DSNS) CHEMPACK Project instead of in person sustainments where needed during the COVID-19 response. MERC inventory was replenished. 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 04/01/2021 to 03/31/2022 The immense amount of incoming and outgoing data from applications integrated with the IMS Dashboard was not anticipated at the start of the COVID-19 response. The unknown duration of the pandemic and extensive use of data management tools during response highlighted the need for additional development of the IMS Dashboard to enhance performance and data load handling and NYSDOH Informatics continued this effort. NYSDOH Informatics ensured accuracy of Geographic Information System (GIS) data presented in emergency response applications and mapping tools for real-time situational awareness during emergencies and exercises. Between July and December 2021, NYSDOH Informatics provided 71 Health Commerce System (HCS) trainings, 30 Health Electronic Response Data System (HERDS) trainings and 40 Integrated Health Alert Network System (IHANS) trainings to State, regional and local partners. Due to extensive COVID-19 messaging, the percentage of emergency risk communication on NYSDOH social media channels increased from 65% to 80%. Due to updated communications directory role assignments, acknowledgement of receipt of communications during health emergency responses increased by 20% across partner types. 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 04/01/2021 to 03/31/2022 100% of all samples suspicious for agents on the LRN Requalification list were tested within two (2) hours of receipt by LRN-B. Six (6) members of the Biodefense Laboratory were trained and are competent to perform LRN clinical and high-risk environmental sample testing. LRN-B laboratory performed testing on 84 specimens or isolates received for Bacillus anthracis, three (3) for Brucella, one (1) Coxiella, seven (7) Francisella tularensis, two (2) Yersinia pestis, 77 for Clostridium botulinum and four (4) environmental. LRN-B laboratory participated in a pilot study to establish MinION WGS capability and PiMA (Plasmid, Integrations, Mutations and Antibiotic) analysis bioinformatics pipeline. LRN-C maintained the qualified status (100%) for all proficiency testing (S-OPNA; U-OPNA; Cyanide; Nit. Mus.; HNPAA; VOC; Abrine/Ricinine; Tetramine; U-SBMSE; S-SBMSE; Blood Metals; U-TES; U-Hg; CVAA). LRN-C developed a new HRMS screening method for 22 fentanyl analogs and aims to participate in the CDC's "Qualitative synthetic opioids proficiency testing program". Two (2) didactic and hands-on trainings were offered in April and May 2021 in which 62 members of the NYS Troopers were educated in proper collection, packaging and transport of suspect threat letters. WC evaluated the MinION and PiMA usefulness for detecting Bacilus anthracis and genetic markers to predict genetic engineering and antimicrobial resistance in this pathogen. |
| 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 04/01/2021 to 03/31/2022 Investigations were initiated for 85.8% of Category I disease reports within 24 hours. 100% of Category I diseases were reviewed and assessed by LHD staff. 92.8% of Category II disease reports had an investigation initiated within three (3) business days. 93.9% of Category III disease reports had an investigation initiated within five (5) business days. 94.5% of Category A disease investigations were completed. 100% of Category A diseases were reviewed and assessed by LHD staff. 93.1% of Category B disease investigations were completed. 93% of Category C disease investigations were completed. 100% of notifiable diseases reported to CDC using disease-specific HL7 messaging. 100% of outbreaks and events detected using advanced analytics to start communicable disease investigations and implementation of appropriate control measures. 100% of notifiable diseases reported through NSSP ESSENCE tool for early detection and rapid assessment of bioterrorism-related events nationwide. Program Period Successes: COVID-19 Response NYSDOH personnel provided critical staffing to numerous offices and functions, including the State OEM ESF-8 (Public Health and Medical) and ESF-6 (Mass Care, Emergency Assistance, Housing and Human Services) desks, drive-through diagnostic swabbing operations, serology test sites, call centers and the state-run Mass Vaccination Sites (MVS). These actions helped facilitate response coordination. In response to the rapidly evolving situation, NYSDOH staff continued to develop and distribute several key documents and protocols, including Frequently Asked Questions (FAQ) sheets and infection control guidance documents and advisories for LHDs and health care partners. NYSDOH staff provided leadership and oversight for the implementation of Nonpharmaceutical Interventions (NPI), I/Q, medical surge, education liaising, Personal Protective Equipment (PPE) shortages, movement monitoring, cleaning, disinfection and clinical updates for vaccine operations at the state-run MVS. NYSDOH continued to generate inventory reports using MERITS to quickly assess stockpiled supply of PPE and durable medical equipment, including ventilators, in the MERC and prioritize and expedite purchases during nationwide supply chain shortages. NYSDOH continued to monitor inventory in the MERC warehouses and replenish as needed to maintain supply for the duration of the response. Demobilization planning has begun in coordination with emergency response partners including Division of Homeland Security and Emergency Services (DHSES), State OEM and the Office of General Services (OGS). All state-run testing sites were demobilized prior to October 1, 2021 along with several MVS, but in response to increased cases NYSDOH reopened two (2) testing sites and two (2) additional MVS locations in November and December 2021 and has supported county-run sites into 2022 as well. NYSDOH Informatics continued to support and maintain HERDS and provided support in maintenance of existing daily surveys and creation of new surveys needed by NYSDOH regulatory programs. There are three (3) unique daily 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 Informatics expanded the Information Technology (IT) support team to reduce limited resource dependencies and provided technical assistance with systems used for downstream analysis of the data to be uploaded in situational awareness dashboards that are used by NYSDOH Executives. NYSDOH Public Affairs Group (PAG) continued to work with the Governor's Office to provide New Yorkers with comprehensive daily messaging to reduce the impact of COVID-19. This included participation in multiple news briefings, proactively interacting with the media, creating new public service announcements and partnerships, maintaining a COVID-19 website and sharing informational resources with LHDs and health care organizations. This phase of the public information campaign included many new elements to reflect ongoing updates to the COVID-19 response, including the continuing availability of booster doses for those age 18+ and vaccine eligibility for children ages five (5) to eleven (11). As part of this effort, the #NYVaxForKids campaign, which promotes incentives and resources aimed at increasing vaccination levels, continued to expand. A statewide sticker-design contest encouraged children to create promotional images intended to encourage their peers to get vaccinated. The judging panel for the contest was comprised of the NYS "Vaccinate, Educate, Graduate" State University of New York (SUNY) and City University of New York (CUNY) scholarship winners from a previous educational campaign. Additionally, broadcast public service announcements aired extensively throughout NYS and focused on vaccine safety to reach those who may be reluctant to vaccinate their children. With the ramping down of government measures aimed at preventing COVID-19 infections, many new communication issues have arisen. As of February 10, 2022 the statewide indoor masking and vaccine requirement was lifted. On March 2, 2022 masking requirements were relaxed in most school settings. With COVID-19 still circulating, the challenge is to encourage people to continue to wear masks when appropriate to protect themselves and to continue getting vaccinated. Spikes in case counts in several counties show that proper precautions are still necessary and helpful and NYSDOH messaging aspires to maintain the balance needed to help keep the infection rate down. WC hired additional laboratory staff to maintain existing laboratory capacity. NYS Department of Corrections and Community Supervision (DOCCS), NYS regional epidemiology offices, NH and veterans' homes adopted use of remote testing request order entry which has improved efficiency allowing WC's Virology laboratory to provide a more rapid turnaround time. The laboratory continued to provide specimen shippers to partners to enhance biosafety practices. |
| 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 (22 FTES) support more than 573 active grants annually for RPCI, providing timely and detailed grant 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 573 active projects totaling $100.2 million, of which $71.9 million are peer reviewed awards. 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 $120.2 of revenue in FY22. |
| 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 |
| 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 Director of Finance and Operations 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. 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 House 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. |
| 990, Part VII, Section A, Line 1A -(9): | 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 = $567,803,819 |
| 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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