HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST (EIN 46-4309365)
Tax period
2024-04-01 to 2025-03-31
Filed
2025-08-11
IRS object ID
202532239349301148
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)
EIN464309365EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTH RESEARCH INC POSTRETIREMENTBusinessNameLine1Txt
Business Name Line2HEALTH BENEFIT TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone5184311200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 BROADWAY RIVERVIEW CENTER 280AddressLine1Txt
CityMENANDSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH WOODPersonNm
Person TitleEXECUTIVE DIRECTOR OF PLANPersonTitleTxt
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 OfficerANDREW RUBYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 BROADWAY RIVERVIEW CENTER 280AddressLine1Txt
CityMENANDSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$283,381,977GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.HEALTHRESEARCH.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2014FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE PLAN IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) PLAN ESTABLISHED TO REIMBURSE RETIREE MEDICAL EXPENSES TO ELIGIBLE EMPLOYEES OF HEALTH RESEARCH, INC.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$2,519,598PYProgramServiceRevenueAmt
CY Program Service Revenue$2,979,809CYProgramServiceRevenueAmt
PY Investment Income$2,204,494PYInvestmentIncomeAmt
CY Investment Income$20,332,584CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,724,092PYTotalRevenueAmt
CY Total Revenue$23,312,393CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$2,792,500PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$3,189,003CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$120,470PYOtherExpensesAmt
CY Other Expenses$86,366CYOtherExpensesAmt
PY Total Expenses$2,912,970PYTotalExpensesAmt
CY Total Expenses$3,275,369CYTotalExpensesAmt
PY Revenues Less Expenses$1,811,122PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$20,037,024CYRevenuesLessExpensesAmt
Total Assets BOY$120,325,911TotalAssetsBOYAmt
Total Assets EOY$125,179,359TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,973TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$120,325,911NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$125,167,386NetAssetsOrFundBalancesEOYAmt
MissionTHE PLAN IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) PLAN ESTABLISHED TO REIMBURSE RETIREE MEDICAL EXPENSES TO ELIGIBLE EMPLOYEES OF HEALTH RESEARCH, INC.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PLAN PROVIDES REIMBURSEMENT OF QUALIFYING POST-RETIREMENT HEALTH MEDICAL EXPENSES TO CERTAIN RETIRED EMPLOYEES OF HEALTH RESEARCH, INC. (PARTICIPANTS) WHO HAVE COMPLETED A REQUIRED NUMBER OF YEARS OF SERVICE (AS SET FORTH IN THE PLAN DOCUMENT) UPON RETIREMENT AND ARE ELIGIBLE TO RECEIVE A PENSION UNDER THE NEW YORK STATE EMPLOYEE RETIREMENT SYSTEM (NYS ERS) OR ARE PARTICIPATING IN THE VOLUNTARY DEFINED CONTRIBUTION PLAN AND ARE AT LEAST AGE 55.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
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)
PersonELIZABETH WOODPersonNm
Phone5184311200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 BROADWAY SUITE 280 RIVERVIEWAddressLine1Txt
CityMENANDSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122042719ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MICHAEL NAZARKO
VICE PRESIDENT2.002.50Yes (X)Yes (X)$0$3,780$0
JAMES V MCDONALD
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
ANDREW RUBY
SECRETARY/TREASURER2.00Yes (X)Yes (X)$0$0$0
CANDACE JOHNSON
DIRECTOR0.20Yes (X)$0$0$0
TIM REYNOLDS
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 B SEXTON ESQ
DIRECTOR0.20Yes (X)$0$0$0
MARY BETH HEFNER
DIRECTOR0.20Yes (X)$0$0$0
CHERYL MATTOX
EXECUTIVE DIRECTOR (THRU 9/2024)1.0038.00Yes (X)$0$161,522$50,474
TERESA MAKAROWSKY
CORPORATE CONTROLLER1.0038.00Yes (X)$0$161,894$56,907
ELIZABETH WOOD
EXECUTIVE DIRECTOR (START 8/2024)1.0038.00Yes (X)$0$172,453$63,388
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$499,649TotReportableCompRltdOrgAmt
Total Other Compensation$170,769TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescHEALTH RESEARCH, INC. CONTRIBUTIODesc
Business525100BusinessCd
Total Revenue Column$2,979,809TotalRevenueColumnAmt
Related Or Exempt Func Income$2,979,809RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,979,809TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,468,589TotalRevenueColumnAmt
Exclusion$5,468,589ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$274,933,579SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$260,069,584SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$14,863,995SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,863,995TotalRevenueColumnAmt
Exclusion$14,863,995ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,312,393TotalRevenueColumnAmt
Related Or Exempt Func Income$2,979,809RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$20,332,584ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$3,189,003TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$86,366TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,275,369TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,761,456BOYAmt
EOY$7,109,876EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$194,611BOYAmt
EOY$193,361EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$113,369,844BOYAmt
EOY$117,876,122EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$120,325,911BOYAmt
EOY$125,179,359EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$11,973EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$11,973EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$120,325,911BOYAmt
EOY$125,167,386EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$120,325,911BOYAmt
EOY$125,167,386EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$120,325,911BOYAmt
EOY$125,179,359EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$20,037,024ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$15,195,549NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$8,116,844TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$15,195,549NetUnrealizedGainsInvstAmt
Revenue Not Reported-$15,195,549RevenueNotReportedAmt
Revenue Subtotal$23,312,393RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$23,312,393TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,275,369TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,275,369ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,275,369TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
ELIZABETH WOOD
EXECUTIVE DIRECTOR (START 8/2024)$0$152,196$0$0$0$20,257$0$30,697$0$32,691$0$235,841$0$0
TERESA MAKAROWSKY
CORPORATE CONTROLLER$0$156,867$0$0$0$5,027$0$28,817$0$28,090$0$218,801$0$0
CHERYL MATTOX
EXECUTIVE DIRECTOR (THRU 9/2024)$0$140,759$0$0$0$20,763$0$28,752$0$21,722$0$211,996$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATIONFormAndLineReferenceDesc
ExplanationTHIS AMOUNT REPRESENTS EMPLOYEE CONTRIBUTIONS OF THEIR BASE COMPENSATION TO AN INDIVIDUAL DEFERRED COMPENSATION PLAN.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE ANNUAL FORM 990 IS PREPARED BY THE ASSISTANT CONTROLLER AND DRAFTS ARE PREPARED BY THE INDEPENDENT AUDIT FIRM. A DRAFT OF THE FORM 990 IS REVIEWED BY THE CORPORATE CONTROLLER AND THE EXECUTIVE DIRECTOR OF THE PLAN SPONSOR. ONCE FINALIZED BY THE INDEPENDENT AUDIT FIRM, THE EXECUTIVE DIRECTOR PRESENTS AND REVIEWS THE FORM 990 FILING WITH THE PLAN'S SECRETARY/TREASURER. A COPY OF THE 990 IS PROVIDED TO ALL DIRECTORS OF THE BOARD 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 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. 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 19THE PLAN'S GOVERNING DOCUMENTS: CONFLICT OF INTEREST POLICY, ETHICS POLICY, WHISTLEBLOWER POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1HEALTH RESEARCH INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 BROADWAY SUITE 280AddressLine1Txt
CityMENANDSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12204ZIPCd
FieldValueIRS element (for citing)
EIN141402155EIN
Primary ActivitiesADMINISTER GIFTS AND GRANTSPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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