HEALTH RESEARCH INCORPORATED ELIZABETH WOOD: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HEALTH RESEARCH INCORPORATED ELIZABETH WOOD (EIN 14-1402155)
Tax period
2024-04-01 to 2025-03-31
Filed
2025-08-11
IRS object ID
202522239349301707
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-08-11T11:52:26-05:00ReturnTs
Tax Period End2025-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161131146PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bonadio & Co LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 Wembley CtAddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141402155EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTH RESEARCH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone5184311200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 Broadway 280AddressLine1Txt
CityMENANDSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH WOODPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5184311200PhoneNum
Signature2025-08-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin TestoPreparerPersonNm
PTINP01435881PTIN
Phone5184644080PhoneNum
Preparation2025-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELIZABETH WOODPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 Broadway 280AddressLine1Txt
CityMENANDSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,766,610,151GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.healthresearch.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee2721TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,031,359,860PYContributionsGrantsAmt
CY Contributions Grants$1,050,531,846CYContributionsGrantsAmt
PY Program Service Revenue$279,060PYProgramServiceRevenueAmt
CY Program Service Revenue-$20,656CYProgramServiceRevenueAmt
PY Investment Income$30,679,180PYInvestmentIncomeAmt
CY Investment Income$35,659,427CYInvestmentIncomeAmt
PY Other Revenue$1,561,016PYOtherRevenueAmt
CY Other Revenue$873,183CYOtherRevenueAmt
PY Total Revenue$1,063,879,116PYTotalRevenueAmt
CY Total Revenue$1,087,043,800CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$231,925,030PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$241,203,898CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$911,136,465PYOtherExpensesAmt
CY Other Expenses$816,588,997CYOtherExpensesAmt
PY Total Expenses$1,143,061,495PYTotalExpensesAmt
CY Total Expenses$1,057,792,895CYTotalExpensesAmt
PY Revenues Less Expenses-$79,182,379PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$29,250,905CYRevenuesLessExpensesAmt
Total Assets BOY$900,509,246TotalAssetsBOYAmt
Total Assets EOY$845,122,734TotalAssetsEOYAmt
Total Liabilities BOY$263,162,745TotalLiabilitiesBOYAmt
Total Liabilities EOY$180,113,380TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$637,346,501NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$665,009,354NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$649,899,777ExpenseAmt
DescFederally Funded HIV AIDS Prevention and Care ProgramsSee Schedule ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$170,756,763ExpenseAmt
DescPUBLIC HEALTH EMERGENCY PREPAREDNESS AND HOSPITAL PREPAREDNESSSee Schedule ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$157,413,431ExpenseAmt
DescCANCER RESEARCH See Schedule ODesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$39,078,144ExpenseAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$39,078,144TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$1,017,148,115TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document409IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2721EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTeresa Makarowsky ControllerPersonNm
Phone5184311200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 Broadway Suite 280AddressLine1Txt
CityMenandsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12204ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANDREW RUBY
SECRETARY/TREASURER2.00Yes (X)Yes (X)$0$0$0
MICHAEL B SEXTON ESQ
DIRECTOR0.20Yes (X)$0$0$0
CANDACE JOHNSON
DIRECTOR0.20Yes (X)$0$0$0
TIM REYNOLDS CPA
DIRECTOR0.20Yes (X)$0$0$0
JUSTIN P RUNKE ESQ
DIRECTOR0.20Yes (X)$0$0$0
MARY APPLEGATE
DIRECTOR0.20Yes (X)$0$0$0
MICHAEL NAZARKO
VICE PRESIDENT2.50Yes (X)Yes (X)$3,780$0$0
JAMES V MCDONALD
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
MARY BETH HEFNER
DIRECTOR0.20Yes (X)$0$0$0
CHERYL A MATTOX
EXECUTIVE DIRECTOR (thru 9/2024)38.00Yes (X)$161,522$0$50,474
TERESA MAKAROWSKY
CORPORATE CONTROLLER38.00Yes (X)$161,894$0$56,907
ELIZABETH WOOD
EXECUTIVE DIRECTOR (start 8/2024)38.00Yes (X)$172,453$0$63,388
MARY E REID
CHIEF, CANCER SCREENIN38.00$322,003$0$92,420Yes (X)
CHARLES J GONZALEZ
MEDICAL DIRECTOR, AI38.00$217,783$0$71,976Yes (X)
MICHAEL J PRIMEAU
DIR. OFFICE OF HEALTH EMG38.00$210,454$0$37,462Yes (X)
THERESA HAHN
MEM. CANCER PREV. & CONTRO38.00$211,512$0$67,795Yes (X)
JULIE GUIDO
EXECUTIVE DIRECTOR, CRS38.00$210,078$0$66,013Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,671,479TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$506,435TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K387IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PUBLIC CONSULTING GROUP LLC
PO BOX 845308BOSTONMA02284CONSULTANT$16,521,630
OPAD MEDIA SOLUTIONS
275 MADISON AVENEW YORKNY10016CONSULTANT$4,956,656
PROLINK STAFFING SERVICES LLC
4600 MONTGOMERY RD SUITE 300CINCINNATIOH45212STAFFING SERVICES$2,959,164
HODGSON RUSS LLP
140 Pearl St Suite 100BUffaloNY14202CONSULTANT$591,087
MEUNIER CARLIN & CURFMAN LLC
999 PEACHTREE ST NE Suite 1300ATLANTAGA30309CONSULTANT$293,566
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
Government Grants$528,924,628GovernmentGrantsAmt
All Other Contributions$521,607,218AllOtherContributionsAmt
Total Contributions$1,050,531,846TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business541900BusinessCd
Total Revenue Column-$20,656TotalRevenueColumnAmt
Exclusion-$20,656ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue-$20,656TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,702,247TotalRevenueColumnAmt
Exclusion$30,702,247ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$873,183TotalRevenueColumnAmt
Exclusion$873,183ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$684,523,531SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$679,566,351SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,957,180SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,957,180TotalRevenueColumnAmt
Exclusion$4,957,180ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,087,043,800TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$36,511,954ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$670,418TotalAmt
Management And General$670,418ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$178,940,340TotalAmt
Program Services$157,816,915ProgramServicesAmt
Management And General$21,123,425ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,168,830TotalAmt
Program Services$17,764,181ProgramServicesAmt
Management And General$2,404,649ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$29,873,675TotalAmt
Program Services$26,138,041ProgramServicesAmt
Management And General$3,735,634ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,550,635TotalAmt
Program Services$10,139,427ProgramServicesAmt
Management And General$1,411,208ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,153,054TotalAmt
Program Services$845,628ProgramServicesAmt
Management And General$307,426ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$160,400TotalAmt
Management And General$160,400ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$73,820TotalAmt
Management And General$73,820ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,833,780TotalAmt
Program Services$10,608,499ProgramServicesAmt
Management And General$1,225,281ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$41,242,237TotalAmt
Program Services$40,677,914ProgramServicesAmt
Management And General$564,323ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,550,775TotalAmt
Program Services$877,579ProgramServicesAmt
Management And General$1,673,196ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,891,584TotalAmt
Program Services$125,217ProgramServicesAmt
Management And General$3,766,367ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,018,445TotalAmt
Program Services$2,948,762ProgramServicesAmt
Management And General$69,683ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$981,476TotalAmt
Program Services$975,410ProgramServicesAmt
Management And General$6,066ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$767,027TotalAmt
Management And General$767,027ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$743,922TotalAmt
Program Services$499ProgramServicesAmt
Management And General$743,423ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Program Costs$543,576,468$543,576,468
Subcontracts$201,155,354$200,455,456$699,898
Printing and Publicatio$2,248,646$1,292,143$956,503
OTHER$2,160,793$2,040,410$120,383

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,031,216TotalAmt
Program Services$865,566ProgramServicesAmt
Management And General$165,650ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,057,792,895TotalAmt
Program Services$1,017,148,115ProgramServicesAmt
Management And General$40,644,780ManagementAndGeneralAmt
Fundraising$0FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$155,304,167BOYAmt
EOY$161,660,266EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$160,446,384BOYAmt
EOY$114,671,383EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,697,937BOYAmt
EOY$1,151,302EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$169,311BOYAmt
EOY$695,185EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,655,117LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,649,459LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,479,832BOYAmt
EOY$5,005,658EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$558,488,489BOYAmt
EOY$548,082,497EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$17,923,126BOYAmt
EOY$13,856,443EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$900,509,246BOYAmt
EOY$845,122,734EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$184,927,843BOYAmt
EOY$140,698,219EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$60,311,776BOYAmt
EOY$25,558,718EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,923,126BOYAmt
EOY$13,856,443EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$263,162,745BOYAmt
EOY$180,113,380EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$186,253,816BOYAmt
EOY$235,332,434EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$451,092,685BOYAmt
EOY$429,676,920EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$637,346,501BOYAmt
EOY$665,009,354EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$900,509,246BOYAmt
EOY$845,122,734EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$29,250,905ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,588,052NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,151,309,749CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,329,552,821CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$987,415,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,031,359,860CurrentTaxYearMinus1YearAmt
Current Tax Year$1,050,531,846CurrentTaxYearAmt
Total$5,550,169,601TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,151,309,749CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,329,552,821CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$987,415,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,031,359,860CurrentTaxYearMinus1YearAmt
Current Tax Year$1,050,531,846CurrentTaxYearAmt
Total$5,550,169,601TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,550,169,601PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,260,752CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,837,714CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,214,142CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,496,758CurrentTaxYearMinus1YearAmt
Current Tax Year$31,575,430CurrentTaxYearAmt
Total$84,384,796TotalAmt
FieldValueIRS element (for citing)
Total Support$5,634,554,397TotalSupportAmt
Public Support CY1700.98500PublicSupportCY170Pct
Public Support PY1700.98840PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$576,025OtherCostOrOtherBasisAmt
Depreciation$410,989DepreciationAmt
Book Value$165,036BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,207,786OtherCostOrOtherBasisAmt
Depreciation$3,343,094DepreciationAmt
Book Value$864,692BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,871,306OtherCostOrOtherBasisAmt
Depreciation$895,376DepreciationAmt
Book Value$3,975,930BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,005,658TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Agency Fund - See Part XIII$4,460,409
Operating Lease Liability$9,396,034
FieldValueIRS element (for citing)
Total Liability$13,856,443TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,085,455,748TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,588,052NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,588,052RevenueNotReportedAmt
Revenue Subtotal$1,087,043,800RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,087,043,800TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,057,792,895TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,057,792,895ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,057,792,895TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 1 (2)OPERATING LEASE LIABILITY $9,396,034
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

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARY E REID
CHIEF, CANCER SCREENIN$322,003$0$0$0$0$0$57,316$0$35,104$0$414,423$0$0$0
CHARLES J GONZALEZ
MEDICAL DIRECTOR, AI$217,783$0$0$0$0$0$38,765$0$33,211$0$289,759$0$0$0
THERESA HAHN
MEM. CANCER PREV. & CONTRO$196,512$0$0$0$15,000$0$37,649$0$30,146$0$279,307$0$0$0
JULIE GUIDO
EXECUTIVE DIRECTOR, CRS$181,270$0$0$0$28,808$0$37,394$0$28,619$0$276,091$0$0$0
MICHAEL J PRIMEAU
DIR. OFFICE OF HEALTH EMG$210,454$0$0$0$0$0$37,462$0$0$0$247,916$0$0$0
ELIZABETH WOOD
EXECUTIVE DIRECTOR (start 8/2024)$152,196$0$0$0$20,257$0$30,697$0$32,691$0$235,841$0$0$0
TERESA MAKAROWSKY
CORPORATE CONTROLLER$156,867$0$0$0$5,027$0$28,817$0$28,090$0$218,801$0$0$0
CHERYL A MATTOX
EXECUTIVE DIRECTOR (thru 9/2024)$140,759$0$0$0$20,763$0$28,752$0$21,722$0$211,996$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1aFormAndLineReferenceDesc
ExplanationPART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION THIS AMOUNT REPRESENTS EMPLOYEE CONTRIBUTIONS OF THEIR BASE COMPENSATION TO AN INDIVIDUAL DEFERRED COMPENSATION PLANExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJoseph A HefnerPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFamily member of directorRelationshipDescriptionTxt
Transaction$95,165TransactionAmt
TransactionCompensationTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 ACTIVITIESThe following awards highlight a few of the new sponsored projects that Health Research, Inc has received funding for during the reporting period: Enhancing Reviews and Surveillance to Eliminate Maternal Mortality This award supports the capacity for developing and implementing data-informed strategies to prevent pregnancy-related deaths and reduce disparities among disproportionately impacted populations by improving data availability and quality to better identify and characterize pregnancy-related deaths and related health inequities. This award will also support agencies and organizations that coordinate and manage Maternal Mortality Review Committees to identify and characterize pregnancy-related deaths for prevention. Expanding Drug Checking Services Across New York This award supports community-based sites to test drug samples for toxic additives and provide harm reduction interventions to hard-to-reach populations that use drugs. The data collected in the community will be used to implement and expand the New York State drug surveillance program. Surveillance of Spina Bifida Across the Lifespan This award funds the development of population-based surveillance of individuals of all ages with spina bifida living in the fourteen counties in New York State with active birth defect surveillance programs to estimate prevalence, mortality, and survival of all age groups. HRI/NYSDOH will develop a new spina bifida surveillance framework comprised of cases identified using state birth defects surveillance program (NYS Birth Defects Registry) information and linked to records from clinics, hospital inpatient and outpatient data, Medicaid data, vital records data, and the National Death Index. Outcomes of this project include an increased availability of Spina Bifida (SB) data to inform clinical care and public health materials, programs and interventions. An improved understanding among public health and clinical researchers and providers on SB prevalence, age-specific mortality, and cause of death. Also, improved accuracy and efficiency in SB case-finding, reporting, and outcome predictions. Development of polymer-based cell culture substrates for correlative light and electron microscopy (CLEM) This award will provide previously unavailable polymer-based indexing-patterned substrates and enable imaging technology of correlative light and electron microscopy (CLEM) for convenient applications in structure-function studies to address questions in cell biology, tissue engineering, and regenerative medicines. These substrates can also serve as the scaffold for 3D growth in cells and organoids that recapitulate in vivo-like morphology and function, leading to better understanding of diseases at molecular, subcellular, cellular, tissue, and organoid levels.
990, Part III, Line 4a. Federally Funded HIV AIDS Prevention and CareThe 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 24,000 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 24,854 participants during the 2024/2025 fiscal year. Cumulative statewide ADAP enrollment as of 4/1/2025 was 124,393, with 18,099 currently active. ADAP Plus has a cumulative enrollment of 109,124 participants with 19,194 active as of 4/1/2025. The HIV Home Care Program had a cumulative enrollment of 5917 participants with an active caseload of 95. ADAP Plus Insurance Continuation (APIC) had a cumulative enrollment of 19,171 participants as of 4/1/2025 with 4576 active. The majority of ADAP participants are persons of color: 34 percent are Black; 41.8 percent are Hispanic; 19.9 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, 98% 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 PREPAREDNESSThe Centers for Disease Control and Prevention (CDC) Public Health Emergency Preparedness (PHEP), the Administration for Strategic Preparedness and Response (ASPR) Hospital Preparedness Program (HPP), and ASPR Medical Reserve Corps State, Territory and Tribal Nations, Representative Organizations for Next Generation (MRC-STRONG) 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. NYSDOH OHEP operates an integrated and comprehensive health emergency preparedness program, and these efforts can be categorized across several areas. 1. Planning and Assessment: NYSDOH OHEP creates plans and conducts assessments to address different aspects or contingencies of health emergency preparedness. NYSDOH OHEP works collaboratively with stakeholders and internal/external partners such as Regional Offices (RO)s, LHDs, clinical advisors, and others to develop these plans and assessments. Accomplishments from the period 04/01/2024 to 03/31/2025: NYSDOH OHEP in collaboration with Health Care Coalition (HCC) Readiness and Response Coordinators completed a coalition level Readiness Assessment in conjunction with coalition partners by January 31, 2025, Budget Period (BP) 1. NYSDOH OHEP in collaboration with HCC Readiness and Response Coordinators completed a coalition level Hazard Vulnerability Assessment (HVA) in conjunction with coalition partners by January 31, 2025 (BP1). NYSDOH OHEP collaborated with HCC Readiness and Response Coordinators in identifying and updating any planning gaps for all four (4) Health Emergency Preparedness Coalition (HEPC), Emergency Operations Plans (EOPs). NYSDOH OHEP reviewed de-identified emPOWER data to conduct risk planning for the needs of electricity-dependent individuals and updated the NYSDOH Health Emergency Preparedness and Response Plan (HEPRP). NYSDOH in collaboration with the All-hazards Planning Workgroup (AHPWG), Emergency Support Function (ESF) partners and regional and local experts has developed/updated a NYSDOH Medical Surge Plan based on Risk Assessment priorities. NYSDOH collaborated with AHPWG, ESF partners and regional and local experts to review and update the Pandemic Influenza plan. NYSDOH OHEP formed and hosted a workgroup with hospital preparedness staff from each of the four (4) HEPCs to identify areas for collaboration between hospitals and LHDs with volunteer recruitment, verification, and retention by June 30, 2025 (BP1). DHSES Office of Emergency Management (OEM) coordinated exercises with NYSDOH, Emergency Management (EM), Emergency Management System (EMS) and other State agencies to develop one (1) annual Integrated Preparedness Planning Workshop (IPPW) each BP. NYSDOH reviews and provides feedback to the HEPC training plans annually. NYSDOH OHEP collaborated with the HCC Readiness and Response Coordinators to review their existing inventory databases to update the state and regional Resource Inventory Assessment (RIA) report. The updated RIA report will be included in the HEPC's EOP and shared with HEPC members. NYSDOH OHEP in collaboration with HCC Readiness and Response Coordinators completed an annual review of the four (4) HEPC Continuity of Operations Plans (COOP). Clinical Advisors engaged in HEPC meetings and activities and validated HEPC EOP and other HEPC Plans based on identified Risk Assessment priorities. NYSDOH staff, HCC Readiness and Response Coordinators, trade associations and other relevant coalition partners convened statewide coalition strategic planning meeting to address mission, vision, and goals for new five-year cooperative agreement. NYSDOH OHEP in collaboration with HCC Readiness and Response Coordinators completed a coalition level Readiness Assessment in conjunction with coalition partners. 2. NYSDOH OHEP continues to sustain its fully developed Incident Management System (IMS). Accomplishments from the period 04/01/2024 to 03/31/2025: NYSDOH Informatics tested the IMS Dashboard during the Medical Response and Surge Exercise (MRSE) to ensure the Dashboard is pulling data and displaying situational awareness information correctly. Applications that appear in the Dashboard include the Integrated Health Alert Network System (IHANS), Health Electronic Response Data System (HERDS), Medical Emergency Response Inventory Tracking System (MERITS), Evacuation of Facilities In Disaster Systems (eFINDS), Countermeasure Data Management System (CDMS) and Virtual Health Operations Center (VHOC). NYSDOH Informatics provided the HEPCs access to the IMS Dashboard and conducted role-specific training and updated the HEPRP with cyber security policies. NYSDOH OHEP conducted annual incident management training for staff identified in key positions within the NYSDOH IMS. NYSDOH Informatics maintained the security and performance of the NYSDOH IMS dashboard, a data visualization tool that provides a view of aggregate, real-time data from selected preparedness and response applications on the Health Commerce System (HCS). HCS is the secure website for web-based interactions used by the NYSDOH to communicate important and time-sensitive information to health care providers. NYSDOH updated plans integrating data applications supporting NYSDOH Incident Management Response operations. 3. 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 04/01/2024 to 03/31/2025: NYSDOH established a MCM multi-stakeholder workgroup consisting of NYSDOH and NYS LHD representatives to review, revise and develop best practices guidance on the dispensing and administration MCM. The MCM multi-stakeholder workgroup members represented NYSDOH, LHDs, minority rights, health care, long-term care, pharmacy, nursing, and law enforcement. The NYSDOH MCM multi-stakeholder workgroup met quarterly to identify important elements and issues regarding the distribution and administration of MCM and formulate best practice guidelines. 4. NYSDOH continues to support 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. In addition, NYSDOH supports and maintains other logistical capacities through the MERC. Accomplishments from the period 04/01/2024 to 03/31/2025: NYSDOH OHEP used MERITS to track all inventory, expiration dating, Preventive Maintenance (PM) dates and run any requested reports. MERITS was also used for any distributions of MCM, Personal Protective Equipment (PPE), DME out of the MERC. NYSDOH OHEP continued PM of DME such as ventilators, oxygen concentrators and pulse oximeters. NYSDOH OHEP Conducted CHEMPACK sustainment activities as needed per Administration for Strategic Preparedness and Response/Strategic National Stockpile (ASPR/SNS) guidelines. NYSDOH OHEP continued to work with the State Medical Stockpile Steering Committee to provide direction on the PM and stockpiling of DME in the NYS medical stockpiles. NYSDOH OHEP reviewed and updated the CHEMPACK plan, provided training materials including mock CHEMPACK containers, and performed TA to facilities and counties that contain CHEMPACK containers and for any CHEMPACK exercises performed. NYSDOH OHEP conducted one (1) annual mass fatality shelter drill at a MERC warehouse location.
990, Part III, Line 4b. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESSPREPARDNESS CONTD. 5. NYSDOH continues to support informatics infrastructure to provide electronic, secure systems and applications for emergency preparedness, response, and recovery. NYSDOH sustains and improves systems for information exchange and emergency communication. In-place architecture was leveraged, and new components have been 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 04/01/2024 to 03/31/2025: NYSDOH Office of Primary Care and Health System Management (OPCHSM) progressed in the project of integrating of all NYS hospitals into the automated bed reporting and availability system. NYSDOH Informatics maintained the security and performance of the VHOC, a virtual platform used during an emergency or disaster event for coordination, communication, and documentation. NYSDOH Informatics provided monthly HCS, HERDS and IHANS trainings to State, regional and local partners throughout the project period. NYSDOH distributed a monthly Aware Prepare electronic newsletter to coalition members on upcoming trainings related to preparedness annually. NYSDOH Informatics maintained the security and performance of the Hospital Available Beds for Emergencies and Disasters (HAvBED) application, which is used for collection of hospital bed availability sent once or twice a day from hospitals through a secure data transfer system. NYSDOH Informatics maintained the security and performance of the Facility Evacuation Planning Application (FEPA), which allows facilities the ability to enter and modify patient counts by facility bed type to plan for patient movement in an event that the facility needs to be evacuated. NYSDOH used lessons learned from COVID-19, mpox, and other recent responses to identify and address gaps in Crisis and Emergency Risk Communication (CERC) activities that support communities of focus. NYHSDOH Informatics maintained the security and performance of the IHANS application, which is used to distribute messages to public health and healthcare personnel in NYS. NYSDOH Informatics maintained the security and performance of the State Repository of Emergency Volunteers New York (ServNY) application, which is a registry of healthcare and mental health professionals, who wish to volunteer during an emergency or major disaster. NYSDOH Informatics maintained the security and performance of the CDMS, an application that provides local, regional, state health departments and tribal nations with a single data reporting tool that may be used, regardless of the hazard or agent during a public health incident or event. NYSDOH Informatics maintained the security and performance of the Critical Specimen Transport and Coordination (CSTC) application, which is used to log and track critical specimen transportation requests when paper requests are not feasible. NYSDOH Informatics maintained the security and performance of the HERDS, Person-based Electronic Response Data System (PERDS), and Survey Management and Response Tool (SMART) applications, all which are used to create and collect data from participating HCS organizations. 6. NYSDOH OHEP builds public health emergency response capacity through extensive training offerings and close collaboration with LHDs, hospitals, and other partners. These trainings allow NYSDOH OHEP to enhance readiness and ensure that partners can receive any needed Technical Assistance (TA). In addition, NYSDOH OHEP conducts regular exercises to test different aspects of public health emergency response. Accomplishments from the period 04/01/2024 to 03/31/2025: Each of the four (4) HEPCs conducted a MRSE exercise to determine surge capacity among acute care beds and assess strengths and areas for improvement, then completed and submitted the MRSE Exercise Planning and Evaluation Tool. NYSDOH coordinated TA workshops with non-acute healthcare associations to educate providers on regulatory compliance requirements and best practices in EM planning and response as needed. NYSDOH converted the Psychological First Aid (PFA) training and eFINDS training to a virtual delivery method. The NYSDOH tested the HEPRP and supporting annex or plans during a NYSDOH OHEP discussion-based exercise related to CHEMPACK. NYSDOH OHEP in collaboration with the HCC Readiness and Response Coordinators incorporated situation reporting through incident management information platforms to validate the NYSDOH HEPRP Functional Annex (FA) 14: Informatics and Communication into HCC exercises. NYSDOH, OHEP developed one (1)After Action Report/ Improvement Plan AAR/IP for the State-facilitated Chemical Surge Tabletop Exercise (TTX). NYSDOH OHEP drafted and submitted an annual Multiyear Integrated Preparedness Plan (MYIPP) which addresses plans, training, exercises, improvement planning, and corrective actions that incorporates input from HEPC partners each BP. NYSDOH OHEP in collaboration with the IDMH at State University of New York (SUNY) New Paltz developed training on individual and organizational stress fatigue and burnout coping techniques specific to public health, health care workers and first responders. NYSDOH OHEP facilitated a discussion-based exercise on rural and tribal public health coordination with the State during a Chemical Incident for each of the four (4) HEPCs. NYSDOH OHEP conducted an annual training for Preparedness Staff and identified Preparedness Surge Staff on Emergency Operation Center (EOC) or Health Operations Center (HOC) operations roles and requirements. NYSDOH conducted an annual CSTC trainings for potential drivers and application users. NYSDOH updated guidance and planning recommendations for the integration of the HCS and other data system applications maintained by NYSDOH into LHD plans. NYSDOH OHEP conducted an annual notification drill with all 57 (100%) LHDs to verify functionality and validate data of the ServNY Emergency System for Advance Registration of Volunteer Health Professionals (ESAR-VHP) notification application. NYSDOH OHEP monitored progress of all 57 (100%) LHDs core deliverables through the Annual Preparedness Survey (APS). The APS collects data to support state strategic planning, identification of priority activities and PHEP reporting requirements. The APS provides an overall summary of capabilities and related emergency readiness of the LHDs. NYSDOH OHEP established and IPPW planning team to identify risk priorities, lessons learned, key partners, and the IPPW agenda. NYSDOH OHEP conducted an annual IPPW that includes both in-person and virtual participation opportunities. NYSDOH OHEP conducted quarterly calls with all 14 (100%) Cities Readiness Initiative (CRI) counties to provide TA and improvement recommendations for planning, training, and exercise activities.
990, Part III, Line 4b. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESSPREPARDNESS CONTD. 7. 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 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 04/01/2024 to 03/31/2025: The NYSDOH LRN-C laboratory produced and shipped Proficiency Testing (PT) materials for the Urine Metals panel (including mercury), and additionally Lewisite Metabolite-CVAA PT materials, on behalf of the CDC to State Public Health Laboratories (SPHLS) who participated in these test panels. The NYSDOH LRN-C laboratory shipped ten (10) PT challenge samples for each PT event, three (3) times a year (30 total challenge levels per year for each program, 60 levels for the two program), to up to 50 SPHLs. The NYSDOH LRN-C laboratory produced and shipped urine-based Quality Control (QC) materials for the Urine Metals panel, and Urine Mercury for up to 56 SPHLs (or the current number of LRN-C labs who participate in urine proficiency testing (PT) events). The NYS LRN-C laboratory characterized the new QC materials for homogeneity and stability; ship kits containing three (3) levels of QC materials and perform an initial statistical analysis based on our characterization data. Laboratory staff continued to serve as Subject Matter Experts (SME) for the urine metals, urine mercury and sulfur mustard metabolites assays. Staff led method training (CDC technology transfers) that were conducted in person, at the Biggs Laboratory, Albany, NY, site or remotely, per the CDCs guidance. The frequency of method training was determined by the CDC. The WC Biodefense Lab maintained and updated a list of clinical laboratories through the NYS Clinical Evaluation Program that could be called to assist with potential response events in which additional surge capacity is required. Participated in LRN-C Specimen Packaging and Shipping (SPaS) Exercise. Demonstrated proficiency in specimen shipping and packaging through the LRN-C SPaS exercises for chemical threat agents. Participated in annual challenge panels for PHEP-funded LRN-B laboratory capacity. Demonstrated proficiency in public health laboratory testing for biological agents by passing annual challenge panels that includes 1) Successfully identifying biothreat agents; 2) Demonstrating understanding of LRN agent-specific testing procedures and algorithms; 3) Ensuring a laboratory maintains appropriate levels of testing supplies and reagents. Participated in all LRN-C proficiency testing events for all LRN-C core and additional methods as defined by the LRN-C program office. Ensured that LRN-C Level 1 laboratories in NYS participated in all LRN-C proficiency testing events for all LRN-C core and additional methods as defined by the LRN-C program office. Ensured that LRN-C Level 2 laboratories in NYS participated in LRN-C proficiency testing events for all LRN-C core methods as defined by the LRN-C program office. Additional methods are optional for Level 2 laboratories. Passed proficiency exercises, core & additional as defined by LRN, to demonstrate LRN-C laboratory capacity. Implemented specified standards for electronic reporting of PHEP-funded LRN-B and LRN-C data for routine and emergency reporting. Reported results of all LRN-B-distributed assays to us using specific CDC standards for electronic reporting. Reported all Level 1 LRN-C methods using specific CDC standards for electronic reporting. Reported all Level 2 LRN core methods using specific standards for electronic reporting. Developed and exercised LRN surge plans for PHEP-funded laboratories that include 1) Surge staffing; 2) Surge equipment and resources; 3) Sentinel laboratory and external laboratory coordination and communication; 4) Biosafety protocols; 5) Sample management (triage, prioritization, testing, and referral); 6) Data exchange, reporting, and management; 7) Training and exercising. Tested, at a minimum, LRN-C: 1) Surge coordination, including surge staff notification and coordination with sentinel laboratories; 2) COOP planning capability; 3: Electronic reporting of laboratory data; 4) Electronic reporting of laboratory data.
990, Part III, Line 4b. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESS8. 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 04/01/2024 to 03/31/2025: NYSDOH Division of Epidemiology (DOE) conducted case investigation, contact tracing and community mitigation efforts. NYSDOH DOE Bureau of Surveillance and Data Systems maintained syndromic surveillance for bioterrorism-related events reporting through National Syndromic Surveillance Program (NSSP) ESSENCE tool and coordinate with CDC as needed. NYSDOH Office of Public Health (OPH) conducted complex analytic tasks, including models and forecasts using surveillance and other epidemiological data to characterize outbreak risk among different populations for public health leadership awareness and decision-making on emerging health issues. NYSDOH DOE Bureau of Surveillance and Data Systems enhanced the NYS Electronic Syndromic Surveillance System (ESSS) to include a Geographic Information System (GIS) and new disease syndromes and emerging threats as they arise to gather, manage, and analyze syndromic data across NYS. Data collected through the Electronical Clinical Laboratory Reporting System (ECLRS), the Communicable Disease Electronic Surveillance System (CDESS) and the ESSS to improve analytics and visualization of data to detect emerging threats and inform and evaluate interventions. New staff were trained as needed. Ideally, analytics used for the COVID-19 response were replicated for other critical diseases. 100% of outbreaks/events detected using advanced analytics triggered communicable disease investigations and implementation of appropriate control measures. NYSDOH DOE Bureau of Surveillance and Data Systems participated in the National Notifiable Disease Surveillance System (NNDSS) Modernization Initiative (NMI) working with the NMI technical team for updating and implementing HL7 disease case notification messages. The NYSDOH DOE Bureau of Surveillance and Data Systems will conduct gap analyses of current versus future messages, complete the onboarding process and validate data transmitted to CDC to help share lessons learned and best practices with other jurisdictions. 100% of notifiable diseases reported to CDC were used disease specific HL7 messaging. NYSDOH DOE Bureau of Communicable Disease Control evaluated all Category A and Category B disease case reports to ensure that investigations were completed, and appropriate control measures were implemented. NYSDOH incorporated IHANS into notification drills for the CRI identified counties, NYSDOH MCM critical contact, and Preparedness Surge Staff. NYSDOH DOE Bureau of Communicable Disease Control evaluated all disease reports to ensure that timely investigations were initiated for Category I, Category II, and Category III agents. NYSDOH DOE Bureau of Communicable Disease Control prepared and disseminate annual progress performance reports on timeliness and completeness of communicable disease investigations to LHDs. All 57 (100%) LHDs received an individualized report to compare achievement with other counties within the same geographic region and similar population size to form a Common Operating Picture (COP) of disease surveillance statewide. Program Period Successes: NYSDOH OHEP has worked with the four HPP Healthcare Coalitions to provide a total of seven (7) TTX focused on the activation and operation of CHEMPACK across NYS. These exercises have led to in-depth discussions of key response elements of the CHEMPACK program, from initial identification of a hazard requiring CHEMPACK, notification of critical partners involved in response, transportation of assets, cross jurisdictional collaboration, to demobilization and return to readiness of CHEMPACK assets. The exercises are composed of diverse players, including but not limited to, Hospitals, LHDs, Local and ROs of EM, law enforcement, EMS, and other health and response partners from various healthcare facilities, provider types, and other backgrounds. Increasing familiarity of plans and key partner roles have been key outcomes across these exercises, with an important additional result of initialization of partners in planning and scheduling local jurisdictional level exercises for CHEMPACK. NYSDOH experts have participated in emergency planning efforts focused on health equity improvements for both public health plans as well as state-level plans. This has included recent collaborations with NYS OEM, Office of Mental Health, Office of Aging, Office of Children and Family Services and others in development of NYS Extreme Heat and Extreme Winter plans in 2024. These planning efforts are also being used to inform future guidance and recommendations to LHDs planning as well as in NYSDOH tools used by local and regional partners, such as the Cooling Center Finder on the NYSDOH web pages. In addition, NYSDOH supports the LHDs in annually identifying and collaborating with numerous health equity and access and functional needs partners, which lead to other activities in planning, training, and exercises. NYSDOH joined the NYS Drought Management Taskforce on November 1st in response to various regions, including New York City (NYC) and the metropolitan area, within the state meeting Jurisdictionally defined drought watch and ultimately drought warning conditions. This taskforce was led by the NYS DHSES and included key response partners such as the NYS Department of Environmental Conservation (DEC), National Weather Service (NWS), and the NYC Department of Environmental Protection (DEP). Drought conditions within several communities throughout the entire state of New York (NY), led impacts which included heightened wildfire risk and a rise in wildfires statewide, dry wells, springs and reduced reservoir levels, community well infrastructure and water storage tank issues previously never experienced, reduced capacity at key water treatment plants, and calls for community-wide water conservation efforts. This incident required consistent coordination among state and local partners through task force meetings at both the state and joint state/local levels. Impacts and response have included a number of local jurisdictions which have needed direct support by NYSDOH environmental health for water supply assessment and improvements, water supplementation through multi-agency support with water tankers, emergency wells, and public water distribution points, and consistent unified messaging on water quality and water availability to the public.
Form 990, Part III, Line 4c, CANCER RESEARCHRoswell 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 56 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 active research related projects for RPCI, providing timely and detailed revenue and expenditure information for internal and external review, as well as analysis with Institute investigators. HRI-Roswell Park Division currently has active projects totaling $147.84 million. HRI-Roswell Park's largest sponsor is the National Institute of Health (NIH) representing more than 33% of total funding.
Form 990, Part III, Line 4d. Other Program ServicesOffice of Public Health Office of Health Services Quality and Analytics Office of Primary Care Health Systems Management Office of the Commissioner School of Public Health Office of Aging and Long Term Care
Form 990, Part VI, Section B, line 11bThe Annual Form 990 is initiated by the Assistant Controller and developed in conjunction with the 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 12cHRI 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. 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 15Salaries 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 19Health 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 X Investments Publicly Traded SecuritiesUS Treasuries & Securities FMV = $548,082,497
990, Part XII, Line 2cThere have been no changes made to the oversight and selection process during the tax prep year.

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