HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST (EIN 46-4309365)
Tax period
2016-04-01 to 2017-03-31
Filed
2018-02-15
IRS object ID
201840469349301504
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-02-15T12:13:30-06:00ReturnTs
Tax Period End2017-03-31TaxPeriodEndDt

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 COURTAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-04-01TaxPeriodBeginDt

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 560AddressLine1Txt
CityMENANDSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122042719ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHERYL A MATTOXPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5184311200PhoneNum
Signature2018-02-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRI CONRAD REGANPreparerPersonNm
PTINP00449706PTIN
Phone5184644080PhoneNum
Preparation2018-02-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.14.157.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-02-15IPDt
IP Tm11:06:05IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id753597C065E16287253D6FFC697327D9AC6F605EAtSubmissionCreationDeviceId
At Submission Filing Device Id4A2CF31302BC1D77D7F9E87BB62F93530DFE3027AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARYBETH HEFNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 BROADWAY RIVERVIEW CENTER 560AddressLine1Txt
CityMENANDSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122042719ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,518,899GrossReceiptsAmt
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 Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
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$2,112,489PYProgramServiceRevenueAmt
CY Program Service Revenue$2,151,883CYProgramServiceRevenueAmt
PY Investment Income$1,214,581PYInvestmentIncomeAmt
CY Investment Income$2,018,529CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,327,070PYTotalRevenueAmt
CY Total Revenue$4,170,412CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$1,660,018PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,080,754CYBenefitsPaidToMembersAmt
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$290,254PYOtherExpensesAmt
CY Other Expenses$306,910CYOtherExpensesAmt
PY Total Expenses$1,950,272PYTotalExpensesAmt
CY Total Expenses$2,387,664CYTotalExpensesAmt
PY Revenues Less Expenses$1,376,798PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,782,748CYRevenuesLessExpensesAmt
Total Assets BOY$74,013,009TotalAssetsBOYAmt
Total Assets EOY$81,702,212TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$74,013,009NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$81,702,212NetAssetsOrFundBalancesEOYAmt
MissionTHE PLAN IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) PLAN ESTABLISHED TO REIMBURSE RETIREE MEDICAL EXPENSES TO ELIGIBLE RETIRED EMPLOYEES OF HEALTH RESEARCH, INC.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PLAN PROVIDES REIMBURSEMENT OF POST-RETIREMENT HEALTH (MEDICAL, HOSPITALIZATION, AND PRESCRIPTION DRUG) 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 FROM THE NEW YORK STATE EMPLOYEE RETIREMENT SYSTEM.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
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 ActivitiesYes (1)ForeignActivitiesInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
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)
PersonCHERYL A MATTOXPersonNm
Phone5184311200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 BROADWAY SUITE 560 RIVERVIEWAddressLine1Txt
CityMENANDSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122042719ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
HOWARD A ZUCKER MD
PRESIDENT10.00Yes (X)Yes (X)$0$61,000$8,418
SALLY DRESLIN
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
MARYBETH HEFNER
SECRETARY / TREASURER1.00Yes (X)Yes (X)$0$0$0
MAGDALENA RAMIREZ
DIRECTOR0.20Yes (X)$0$0$0
MICHAEL B SEXTON ESQ
DIRECTOR0.20Yes (X)$0$0$0
CANDACE JOHNSON
DIRECTOR0.20Yes (X)$0$0$0
DAVID HERNANDEZ
DIRECTOR0.20Yes (X)$0$0$0
TIM REYNOLDS
DIRECTOR0.20Yes (X)$0$0$0
KUNLE ODUNSI
DIRECTOR0.20Yes (X)$0$0$0
CHERYL MATTOX
EXECUTIVE DIRECTOR OF PLAN SPONSOR0.00Yes (X)$0$139,004$46,01638.00
TERESA MAKAROWSKY
CORPORATE CONTROLLER OF PLAN SPONSOR0.00Yes (X)$0$105,719$40,69038.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$305,723TotReportableCompRltdOrgAmt
Total Other Compensation$95,124TotalOtherCompensationAmt
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$2,151,883TotalRevenueColumnAmt
Related Or Exempt Func Income$2,151,883RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,151,883TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,305,482TotalRevenueColumnAmt
Exclusion$1,305,482ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,061,534SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$13,348,487SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$713,047SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$713,047TotalRevenueColumnAmt
Exclusion$713,047ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,170,412TotalRevenueColumnAmt
Related Or Exempt Func Income$2,151,883RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,018,529ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,080,754TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$234,134TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$58,726TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$14,050TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,387,664TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,955,209BOYAmt
EOY$5,440,224EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$161,032BOYAmt
EOY$284,400EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,044,584BOYAmt
EOY$21,099,765EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$47,735,441BOYAmt
EOY$54,758,851EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$116,743BOYAmt
EOY$118,972EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$74,013,009BOYAmt
EOY$81,702,212EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$74,013,009BOYAmt
EOY$81,702,212EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$74,013,009BOYAmt
EOY$81,702,212EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$74,013,009BOYAmt
EOY$81,702,212EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,782,748ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,906,455NetUnrlzdGainsLossesInvstAmt
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 Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PIMCO ALL ASSET FUND$8,113,425F
VANGUARD TOTAL INST'L STK INDEX FUND$10,230,622F
DODGE AND COX INTERNATIONAL STOCK FUND$10,229,554F
SSGA S&P 500 EX TOBACCO INDEX FUND$14,088,516F
THE COLCHESTER GLOBAL BOND FUND$6,018,696F
W. ASSET TOTAL RT UNCONSTRAINED TRUST$6,078,038F
FieldValueIRS element (for citing)
Total Book Value Securities$54,758,851TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$10,076,867TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,906,455NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,906,455RevenueNotReportedAmt
Revenue Subtotal$4,170,412RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,170,412TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,387,664TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,387,664ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,387,664TotalExpensesPerForm990Amt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINDIRECT INVESTMENT IN FOREIGN CORPORATION THROUGH WESTERN ASSET TRU BOND LLCTypeOfActivitiesConductedTxt
Region Total Expenditures$112,302RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$112,302SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$112,302TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHERYL MATTOXPersonNm
TitleEXECUTIVE DIRECTOR OF PLAN SPONSORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$124,211CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$14,793OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$22,241DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$23,775NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$185,020TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

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 INDEPENDENT AUDIT FIRM. A DRAFT OF THE FORM 990 IS THEN 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 12CTHE HRI CONFLICT OF INTEREST POLICIES ARE REVIEWED ANNUALLY AND IF APPROPRIATE, REVISED BY THE CORPORATION'S HOUSE COUNSEL AND EXECUTIVE DIRECTOR. THE MOST RECENT VERSION OF THE HRI EMPLOYEE CONFLICT OF INTEREST POLICY WAS UPDATED IN FEBRUARY 2017 AND PROVIDED TO EMPLOYEES IN APRIL 2017 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 THE EMPLOYEE CONFICT 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 IS MONITORED AND ENSURED THROUGH THE PRESENCE OF COMPLIMENTARY CONTROLS, SUCH AS THE HRI OUTSIDE EMPLOYMENT POLICY AND HONORARIA/TRAVEL EXPENSE REIMBURSEMENT POLICY. ANNUALLY, MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES AND MUST CERTIFY THAT THEY HAVE READ AND UNDERSTAND THE POLICY, IN ADDITION TO DISCLOSING ALL CONFLICTS OF INTEREST. NEW HRI BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE PROVIDED WITH A COPY OF THE POLICY AT THE TIME OF APPOINTMENT AND ARE REQUIRED TO DISCLOSE ANY CONFLICTS UPON RECEIPT. ATTESTATIONS AND DISCLOSURE FORMS ARE SENT TO THE HRI CORPORATE OFFICE AND THEN FORWARDED TO THE AUDIT COMMITTEE FOR REVIEW AND CONSIDERATION.
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.
FORM 990, PART XII, LINE 1:NO CHANGE FROM PRIOR YEAR.

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 560AddressLine1Txt
CityMENANDSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122042719ZIPCd
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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