HEALTH RESEARCH INCORPORATED ELIZABETH WOOD: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH RESEARCH INCORPORATED ELIZABETH WOOD (EIN 14-1402155)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-08-07
- IRS object ID
- 201722199349300307
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-07T07:58:35-05:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WEMBLEY COURT | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141402155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH RESEARCH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 5184311200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY NO 560 | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYBETH HEFNER | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 5184311200 | PhoneNum |
| Signature | 2017-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRI CONRAD REGAN | PreparerPersonNm |
| PTIN | P00449706 | PTIN |
| Phone | 5184644080 | PhoneNum |
| Preparation | 2017-08-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.14.157.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-02 | IPDt |
| IP Tm | 12:07:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 753597C065E16287253D6FFC697327D9AC6F605E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DF852F25A35D202160244206C892FDA51BC92B27 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARYBETH HEFNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY SUITE 560 | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,058,339,421 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHRESEARCH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 2564 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $668,635,452 | PYContributionsGrantsAmt |
| CY Contributions Grants | $683,250,315 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $216,579 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $330,063 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,127,370 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,317,390 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,634,598 | PYOtherRevenueAmt |
| CY Other Revenue | $4,381,377 | CYOtherRevenueAmt |
| PY Total Revenue | $673,613,999 | PYTotalRevenueAmt |
| CY Total Revenue | $690,279,145 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $168,730,955 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $167,478,955 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $500,459,536 | PYOtherExpensesAmt |
| CY Other Expenses | $516,479,952 | CYOtherExpensesAmt |
| PY Total Expenses | $669,190,491 | PYTotalExpensesAmt |
| CY Total Expenses | $683,958,907 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,423,508 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,320,238 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $600,331,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $696,959,807 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $521,577,037 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $608,437,069 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,754,935 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $88,522,738 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $444,414,224 | ExpenseAmt |
| Desc | HIV UNINSURED PROGRAMS SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $123,406,908 | ExpenseAmt |
| Desc | CANCER RESEARCHSEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,020,964 | ExpenseAmt |
| Desc | PUBLIC HEALTH EMERGENCY PREPAREDNESS (BT) AND HOSPITAL PREPAREDNESS SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,502,673 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $47,502,673 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $652,344,769 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 412 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2564 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA MAKAROWSKY | PersonNm |
| Phone | 5184311200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY SUITE 560 | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HOWARD ZUCKER MD | ||||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $61,000 | $0 | $8,418 | ||
| SALLY DRESLIN | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARYBETH HEFNER | ||||||||
| SECRETARY / TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MAGDALENA RAMIREZ | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| KUNLE ODUNSI | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SEXTON ESQ | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| CANDACE JOHNSON | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HERNANDEZ | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| TIM REYNOLDS | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL MATTOX | ||||||||
| EXECUTIVE DIRECTOR | 38.00 | Yes (X) | $139,004 | $0 | $46,016 | |||
| TERESA MAKAROWSKY | ||||||||
| CORPORATE CONTROLLER | 38.00 | Yes (X) | $105,719 | $0 | $40,690 | |||
| JOHN BLANDINO | ||||||||
| DIRECTOR, BUFFALO DIVISION | 38.00 | $137,003 | $0 | $46,536 | Yes (X) | |||
| BRUCE AGINS MD MPH | ||||||||
| RESEARCH PHYSICIAN | 38.00 | $170,552 | $0 | $38,851 | Yes (X) | |||
| MARK F BRADY PHD | ||||||||
| GOG DIRECTOR STATS | 38.00 | $195,752 | $0 | $39,456 | Yes (X) | |||
| MARY E REID | ||||||||
| DISTINGUISHED MEMBER | 38.00 | $190,145 | $0 | $53,246 | Yes (X) | |||
| MARK F SALADA | ||||||||
| MATERIALS MANAGEMENT | 38.00 | $160,006 | $0 | $26,298 | Yes (X) | |||
| WILLIAM E ELGIE | ||||||||
| GOG DIR OF INFORMATION TECHNOLOGY | 38.00 | $158,447 | $0 | $26,049 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,317,628 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $325,560 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 105 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPAD MEDIA SOLUTIONS LLC | |||||
| 275 MADISON AVENUE 22ND FLOOR | NEW YORK | NY | 10016 | CONSULTANT | $3,303,214 |
| SMART SOURCE TECHNOLOGIES LLC | |||||
| 622 GEORGES ROAD | NORTH BRUNSWICK | NJ | 089023377 | CONSULTANT | $619,880 |
| HODGSON RUSS LLP | |||||
| ONE MT PLAZA SUITE 2000 | BUFFALO | NY | 142032391 | CONSULTANT | $425,351 |
| ENTERPRISE SERVICES LLC | |||||
| PO BOX 281935 | ATLANTA | GA | 303841935 | CONSULTANT | $360,021 |
| KARL HEINER STATISTICAL | |||||
| 1739 ATHOL ROAD | SCHENECTADY | NY | 123082013 | CONSULTANT | $215,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $373,944,128 | GovernmentGrantsAmt |
| All Other Contributions | $309,306,187 | AllOtherContributionsAmt |
| Total Contributions | $683,250,315 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT FEES | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $330,063 | TotalRevenueColumnAmt |
| Exclusion | $330,063 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $330,063 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,509,154 | TotalRevenueColumnAmt |
| Exclusion | $2,509,154 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,381,377 | TotalRevenueColumnAmt |
| Exclusion | $4,381,377 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $367,868,512 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $368,060,276 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$191,764 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$191,764 | TotalRevenueColumnAmt |
| Exclusion | -$191,764 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $690,279,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,028,830 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,408 | TotalAmt |
| Management And General | $553,408 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,622,314 | TotalAmt |
| Program Services | $107,841,578 | ProgramServicesAmt |
| Management And General | $16,780,736 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,749,272 | TotalAmt |
| Program Services | $13,632,121 | ProgramServicesAmt |
| Management And General | $2,117,151 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,952,589 | TotalAmt |
| Program Services | $16,186,609 | ProgramServicesAmt |
| Management And General | $2,765,980 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,601,372 | TotalAmt |
| Program Services | $6,552,597 | ProgramServicesAmt |
| Management And General | $1,048,775 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,197 | TotalAmt |
| Program Services | $121,988 | ProgramServicesAmt |
| Management And General | $198,209 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,600 | TotalAmt |
| Management And General | $124,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,445 | TotalAmt |
| Management And General | $309,445 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,741,161 | TotalAmt |
| Program Services | $1,514,859 | ProgramServicesAmt |
| Management And General | $226,302 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,281,947 | TotalAmt |
| Program Services | $24,440,273 | ProgramServicesAmt |
| Management And General | $841,674 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,474,844 | TotalAmt |
| Program Services | $986,844 | ProgramServicesAmt |
| Management And General | $488,000 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,758,277 | TotalAmt |
| Program Services | $1,758,277 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,420,550 | TotalAmt |
| Program Services | $54,511 | ProgramServicesAmt |
| Management And General | $4,366,039 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,103,420 | TotalAmt |
| Program Services | $4,051,067 | ProgramServicesAmt |
| Management And General | $52,353 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,649 | TotalAmt |
| Program Services | $1,249,649 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,049 | TotalAmt |
| Management And General | $88,049 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,473 | TotalAmt |
| Management And General | $622,473 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM COSTS | $372,180,717 | $372,180,717 | |
| SUBCONTRACTS | $83,963,609 | $83,824,322 | $139,287 |
| PRINTING AND PUBLICATIO | $1,254,564 | $638,639 | $615,925 |
| TUITION, TRAINING, AND | $997,073 | $918,583 | $78,490 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,589,377 | TotalAmt |
| Program Services | $16,392,135 | ProgramServicesAmt |
| Management And General | $197,242 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,958,907 | TotalAmt |
| Program Services | $652,344,769 | ProgramServicesAmt |
| Management And General | $31,614,138 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,787,792 | BOYAmt |
| EOY | $229,042,876 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,938,868 | BOYAmt |
| EOY | $43,929,438 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,304 | BOYAmt |
| EOY | $826,572 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,354 | BOYAmt |
| EOY | $357,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,669,196 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,165,824 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,964 | BOYAmt |
| EOY | $503,372 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,614,366 | BOYAmt |
| EOY | $369,594,246 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,280,324 | BOYAmt |
| EOY | $52,705,306 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,331,972 | BOYAmt |
| EOY | $696,959,807 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,771,354 | BOYAmt |
| EOY | $61,976,935 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,525,359 | BOYAmt |
| EOY | $493,754,828 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,280,324 | BOYAmt |
| EOY | $52,705,306 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,577,037 | BOYAmt |
| EOY | $608,437,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,754,935 | BOYAmt |
| EOY | $88,522,738 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,754,935 | BOYAmt |
| EOY | $88,522,738 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,331,972 | BOYAmt |
| EOY | $696,959,807 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,320,238 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,447,565 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $658,452,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $693,424,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $672,154,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $668,635,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $683,250,315 | CurrentTaxYearAmt |
| Total | $3,375,916,210 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $658,452,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $693,424,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $672,154,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $668,635,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $683,250,315 | CurrentTaxYearAmt |
| Total | $3,375,916,210 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,375,916,210 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,636,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,565,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,183,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,171,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,462,317 | CurrentTaxYearAmt |
| Total | $27,019,140 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,402,935,350 | TotalSupportAmt |
| Public Support CY170 | 0.99210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $605,120 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,166 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $607,286 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $602,981 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,380 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$759 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $605,120 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $608,225 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,334 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,819 | OtherExpendituresAmt |
| Administrative Expenses | $759 | AdministrativeExpensesAmt |
| End Year Balance | $602,981 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $611,344 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,827 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,932 | OtherExpendituresAmt |
| Administrative Expenses | $14 | AdministrativeExpensesAmt |
| End Year Balance | $608,225 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $622,156 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,254 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,775 | OtherExpendituresAmt |
| Administrative Expenses | $8,291 | AdministrativeExpensesAmt |
| End Year Balance | $611,344 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $231,450 | OtherCostOrOtherBasisAmt |
| Book Value | $231,450 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,697 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $504,390 | OtherCostOrOtherBasisAmt |
| Depreciation | $321,536 | DepreciationAmt |
| Book Value | $182,854 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,911,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,822,591 | DepreciationAmt |
| Book Value | $89,068 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $503,372 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND - SEE PART XIII | Desc |
| Book Value | $52,705,306 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $52,705,306 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND - SEE PART XIII | Desc |
| Amt | $52,705,306 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $52,705,306 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $691,968,433 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,447,565 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,447,565 | RevenueNotReportedAmt |
| Revenue Subtotal | $688,520,868 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,758,277 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,758,277 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $690,279,145 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $682,200,630 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $682,200,630 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,758,277 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,758,277 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $683,958,907 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROYALTIES PAID TO INVENTORS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROYALTIES PAID TO INVENTORS |
| PART V, LINE 4 | QUASI ENDOWMENTS WERE ESTABLISHED TO FURTHER RESEARCH AT HELEN HAYES HOSPITAL, PROVIDE AWARDS TO RISING SCIENTISTS FOR OUTSTANDING CREATIVITY AND QUALITY OF CONTRIBUTION OF BASIC RESEARCH AND FOR LITERATURE AND ARTS OF SCIENCES FOR THE WADSWORTH CENTER LIBRARY. |
| PART IX, LINE 1 & PART X, LINE 2 | AGENCY FUNDS THE CORPORATION IS ADMINISTERING ON BEHALF OF THE OFFICE OF THE ATTORNEY GENERAL, NEW YORK STATE DEPARTMENT OF LAW (OAG), PURSUANT TO A FUNDING ADMINISTRATION AGREEMENT. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | PROGRAM SERVICES | HIV QUALITY CARE / TRAINING | $119,704 |
| EAST ASIA & PACIFIC | 0 | 0 | PROGRAM SERVICES | HIV QUALITY CARE / TRAINING | $157,864 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | HIV QUALITY CARE / TRAINING | $461,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $739,186 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $739,186 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 3C | FormAndLineReferenceDesc |
| Explanation | ALL EXPENDITURES ARE REPORTED ON THE ACCRUAL BASIS AND INCLUDE BOTH DIRECT AND INDIRECT EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | ||||||||||||||
| EXECUTIVE DIRECTOR | $124,211 | $0 | $0 | $0 | $14,793 | $0 | $22,241 | $0 | $23,775 | $0 | $185,020 | $0 | $0 | $0 |
| JOHN BLANDINO | ||||||||||||||
| DIRECTOR, BUFFALO DIVISION | $137,003 | $0 | $0 | $0 | $0 | $0 | $26,213 | $0 | $20,323 | $0 | $183,539 | $0 | $0 | $0 |
| BRUCE AGINS MD MPH | ||||||||||||||
| RESEARCH PHYSICIAN | $152,552 | $0 | $0 | $0 | $18,000 | $0 | $27,288 | $0 | $11,563 | $0 | $209,403 | $0 | $0 | $0 |
| MARK F BRADY PHD | ||||||||||||||
| GOG DIRECTOR STATS | $174,528 | $0 | $0 | $0 | $21,224 | $0 | $38,759 | $0 | $697 | $0 | $235,208 | $0 | $0 | $0 |
| MARY E REID | ||||||||||||||
| DISTINGUISHED MEMBER | $190,145 | $0 | $0 | $0 | $0 | $0 | $30,423 | $0 | $22,823 | $0 | $243,391 | $0 | $0 | $0 |
| MARK F SALADA | ||||||||||||||
| MATERIALS MANAGEMENT | $144,286 | $0 | $0 | $0 | $15,720 | $0 | $25,601 | $0 | $697 | $0 | $186,304 | $0 | $0 | $0 |
| WILLIAM E ELGIE | ||||||||||||||
| GOG DIR OF INFORMATION TECHNOLOGY | $155,847 | $0 | $0 | $0 | $2,600 | $0 | $25,352 | $0 | $697 | $0 | $184,496 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, COLUMN B (II) - BONUS & INCENTIVE COMPENSATION | PRINCIPAL INVESTIGATORS (PI) WORKING WITH THE BUFFALO DIVISION MAY BE ELIGIBLE FOR SALARY RECOVERY DISTRIBUTIONS ANNUALLY. THE PI'S PERFORMANCE IS REVIEWED AGAINST SPECIFIC GUIDELINES AND RECOMMENDATIONS ARE MADE BY THE COMMITTEE ON THE DISTRIBUTION OF SALARY RECOVERY SUPPORT. |
| PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION | THIS AMOUNT REPRESENTS EMPLOYEE CONTRIBUTIONS OF THEIR BASE COMPENSATION TO AN INDIVIDUAL DEFERRED COMPENSATION PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, ORGANIZATION'S MISSION: | ADMINISTER GIFTS AND GRANTS IN KEEPING WITH THE HEALTH RESEARCH, PREVENTION AND TREATMENT PURPOSE OF THE NYS DEPARTMENT OF HEALTH, THE ROSWELL PARK CANCER INSTITUTE CORPORATION AND OTHER HEALTH RELATED PUBLIC AND PRIVATE ENTITIES; ALSO INCLUDING INTELLECTUAL PROPERTY MANAGEMENT AND TECHNOLOGY TRANSFER. |
| FORM 990, PART III, LINE 1, SIGNIFICANT ACTIVITIES: | THE FOLLOWING AWARDS HIGHLIGHT A FEW OF THE MANY SPONSORED PROJECTS THAT HEALTH RESEARCH, INC HAS RECEIVED FUNDING FOR DURING THE REPORTING PERIOD: SURVEILLANCE, INTERVENTION & REFERRAL TO SERVICES FOR INFANTS WITH MICROCEPHALY OR ADVERSE OUTCOMES LINKED WITH ZIKA CENTERS FOR DISEASE CONTROL AND PREVENTION THE CONGENITAL MALFORMATIONS REGISTRY IMPLEMENTS ACTIVE, POPULATION-BASED SURVEILLANCE TO RAPIDLY IDENTIFY CONGENITAL MICROCEPHALY AND OTHER BRAIN BASED BIRTH DEFECTS IN ORDER TO UNDERSTAND THE IMPACT OF ZIKA VIRUS DURING PREGNANCY ON ADVERSE BIRTH OUTCOMES. $1.1M OVER TWO YEARS DEVELOPMENT OF A PRECLINICAL ASSAY TO PREDICT EFFICACY OF RICIN TOXIN SUBUNIT VACCINES NATIONAL INSTITUTES OF HEALTH THIS PROJECT INVOLVES DEVELOPING AN ANTIBODY-BASED COMPETITION ASSAY THAT WILL MEASURE SPECIFIC ANTIBODY RESPONSES IN HUMANS VACCINATED WITH RICIN TOXIN VACCINES. THE WADSWORTH CENTER IMMUNOLOGY LAB HAS PRODUCED A COLLECTION OF ANTIBODIES AGAINST RICIN THAT ARE EMPLOYED IN THIS ASSAY AND THE WADSWORTH CENTER BIODEFENSE LAB ASSISTS IN FINAL ASSAY DEVELOPMENT AND VALIDATION. $4.1 MILLION OVER FIVE YEARS QUANTITATIVE MODELING OF MICRORNA: TARGET INTERACTIONS IN CELL FATE TRANSITION NATIONAL INSTITUTES OF HEALTH MICRORNAS ARE ESSENTIAL NON-PROTEIN-CODING GENES THAT REGULATE DEVELOPMENT, PHYSIOLOGY AND HUMAN DISEASES. THIS PROJECT CONTRIBUTES, THROUGH ADVANCED EXPERIMENTATION AND COMPUTATIONAL MODELING, IN THE UNDERSTANDING OF MICRORNA GENE REGULATION IN CELL FATE CHANGES AND HUMAN DEVELOPMENT. $2.2 MILLION OVER FOUR YEARS PHPR CA FOR ALL-HAZARDS PUBLIC HEALTH EMERGENCIES: ZIKA 2016 CENTERS FOR DISEASE CONTROL AND PREVENTION THIS PROJECT INCLUDES STRATEGIES AND ACTIVITIES RELATED TO ZIKA PUBLIC HEALTH PREPAREDNESS AND RESPONSE TO 1) STRENGTHEN PUBLIC HEALTH INCIDENT MANAGEMENT AND EMERGENCY OPERATIONS COORDINATION; 2) STRENGTHEN INFORMATION MANAGEMENT AND SHARING; AND 3) STRENGTHEN COMMUNITY RECOVERY AND RESILIENCE. $1.5 MILLION OVER TWO YEARS |
| FORM 990, PART III, LINE 4A, FEDERALLY FUNDED HIV AIDS PREVENTION AND CARE | PROGRAMS: THE HIV UNINSURED CARE PROGRAMS PROVIDE MEDICATIONS AND MEDICAL CARE TO UNINSURED AND UNDERINSURED NEW YORK STATE RESIDENTS LIVING WITH OR AT RISK OF ACQUIRING HIV/AIDS. THE PROGRAMS ARE MANAGED BY THE NEW YORK STATE DEPARTMENT OF HEALTH, AIDS INSTITUTE. HEALTH RESEARCH, INC. (HRI) SERVES AS THE FISCAL ADMINISTRATOR FOR THE PROGRAMS. 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. NEW YORK STATE'S HIV UNINSURED CARE PROGRAMS ARE THE MOST COMPREHENSIVE IN THE NATION, OFFERING A FULL SCOPE OF SERVICES TO PERSONS WITH HIV/AIDS. MORE THAN 117,000 INDIVIDUALS HAVE RECEIVED SERVICES SINCE THE PROGRAM STARTED, AND MORE THAN 24,700 UNIQUE INDIVIDUALS WERE SERVED IN 2016-17. |
| FORM 990, PART III, LINE 4B, CANCER RESEARCH: | HEALTH RESEARCH, INC. WAS ESTABLISHED IN 1953 TO AID ROSWELL PARK CANCER INSTITUTE (RPCI) IN ATTRACTING AND MANAGING DONATIONS AND GRANTS TO FURTHER ITS CANCER RESEARCH. THE MISSION OF RPCI IS TO UNDERSTAND, PREVENT AND CURE CANCER. RPCI, FOUNDED IN 1898, WAS ONE OF THE FIRST CANCER CENTERS IN THE COUNTRY TO BE NAMED BY THE NATIONAL INSTITUTE OF HEALTH (NIH) AS A NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTER AND REMAINS THE ONLY FACILITY WITH THIS DESIGNATION IN UPSTATE NEW YORK. ROSWELL PARK CANCER INSTITUTE IS A MULTIDISCIPLINARY, TRANSLATIONAL COMPREHENSIVE CANCER CENTER, WITH A MISSION TO UNDERSTAND, PREVENT AND CURE CANCER. RPCI UTILIZES ITS COMPREHENSIVE CANCER SUPPORT GRANT (CCSG) 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. DR. CANDACE JOHNSON CONTINUES IN HER LEADERSHIP ROLE AT RPCI, WHICH SHE TOOK IN NOVEMBER 2014. DR. JOHNSON HAS EXTENSIVE ACADEMIC, ADMINISTRATIVE, AND SCIENTIFIC EXPERTISE. DR. KUNLE ODUNSI WAS APPOINTED AS DEPUTY DIRECTOR IN APRIL 2015. HE CONTINUES HIS LEADERSHIP OF THE TUMOR IMMUNOLOGY AND IMMUNOTHERAPY PROGRAM. DR. ODUNSI ALSO SERVES AS EXECUTIVE DIRECTOR OF THE CENTER FOR IMMUNOTHERAPY. BOTH ARE EXPERIENCED AND WORLD RENOWNED RESEARCHERS. 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 NATIONALLY RANKED AND IS ONE OF ONLY 45 COMPREHENSIVE CANCER CENTERS IN THE COUNTRY. HEALTH RESEARCH INCORPORATED (HRI) PROVIDES EFFECTIVE PRE- AND POST-AWARD EVALUATION, SOLICITATION, AND ADMINISTRATION OF EXTERNAL RESEARCH SUPPORT FROM FEDERAL AND STATE AGENCIES, NOT FOR-PROFIT FOUNDATIONS AND COMMERCIAL FIRMS IN ACCORDANCE WITH THE REQUIREMENTS OF THE SPONSOR. THE HRI/GRANTS MANAGEMENT STAFF (22 FTES) SUPPORT MORE THAN 599 ACTIVE GRANTS ANNUALLY FOR RPCI, PROVIDING TIMELY AND DETAILED GRANT REVENUE AND EXPENDITURE INFORMATION FOR INTERNAL AND EXTERNAL REVIEW, AS WELL AS ANALYSIS WITH INSTITUTE INVESTIGATORS. HRI'S SUPERIOR GRANT ADMINISTRATION EXPERTISE AND ITS ABILITY TO ATTRACT HIGHLY QUALIFIED RESEARCH STAFF HAVE CONTRIBUTED TO THE CONTINUED UPWARD TRAJECTORY OF THE INSTITUTION AND ITS CANCER RESEARCH. HRI-ROSWELL PARK DIVISION CURRENTLY HAS 599 ACTIVE PROJECTS TOTALING $89.3 MILLION, OF WHICH $58.2 MILLION ARE PEER REVIEWED AWARDS. HRI-ROSWELL PARK'S LARGEST SPONSOR IS THE NATIONAL INSTITUTE OF HEALTH (NIH) REPRESENTING 2/3 OF TOTAL FUNDING. HRI-ROSWELL PARK DIVISION RECEIVED MORE THAN $102.7 MILLION OF REVENUE IN FY17. |
| FORM 990, PART III, LINE 4C, PUBLIC HEALTH AND HEALTH CARE EMERGENCY | PREPAREDNESS: HEALTH RESEARCH, INC. (HRI) GRANT FUNDS (CENTERS FOR DISEASE CONTROL AND PREVENTION - CDC, PUBLIC HEALTH EMERGENCY PREPAREDNESS - PHEP, AND THE ASSISTANT SECRETARY FOR PREPAREDNESS AND RESPONSE - ASPR, HOSPITAL PREPAREDNESS PROGRAM - HPP, COOPERATIVE AGREEMENT - CA) SUPPORT THE EFFORTS OF THE NEW YORK STATE DEPARTMENT OF HEALTH (NYSDOH) OFFICE OF HEALTH EMERGENCY PREPAREDNESS (OHEP). OHEP CONTINUES TO WORK WITH THE STATE OFFICE OF EMERGENCY MANAGEMENT (STATE OEM) AND OTHER STATE AGENCIES, LOCAL HEALTH DEPARTMENTS (LHD) AND PRIVATE AND PUBLIC SECTOR PARTNERS TO BUILD A SOLID EMERGENCY PREPAREDNESS AND RESPONSE FOUNDATION TO RESPOND TO ANY CRISIS OR EMERGENT SITUATION IN THE STATE. BASED ON AN ASSESSMENT OF NYSDOH CAPABILITIES AND GAPS AND CONSIDERING CONTINUING DIMINISHING PHEP AND HPP FUNDING, NYSDOH HAS CAREFULLY REVIEWED ITS PROGRESS IN DESIGNING AN INTEGRATED AND COMPREHENSIVE HEALTH EMERGENCY PREPAREDNESS STRUCTURE AND HAS STRATEGICALLY PRIORITIZED FUTURE EFFORTS. A FIVE YEAR STRATEGIC PLAN WAS DEVELOPED THAT PRIORITIZES THE CDC PUBLIC HEALTH PREPAREDNESS AND ASPR HEALTHCARE PREPAREDNESS AND JOINT CAPABILITIES. THE STRATEGIC PLAN DIRECTS FUNDING TO CAPABILITIES THAT ENABLE EMERGENCY PLANNING AND RESPONSE EFFORTS TO BE ENHANCED OR SUSTAINED, WITH A FOCUS ON THOSE AREAS THAT ARE MOST CRITICAL FOR THE HRI/NYSDOH'S PHEP EFFORTS. 1. THE SUPPORT FROM HRI ENABLES NYSDOH OHEP TO CONTINUE TO SUSTAIN ITS FULLY DEVELOPED INCIDENT MANAGEMENT SYSTEM (IMS). DURING 2016-2017, SUBJECT MATTER EXPERTS (SME) THROUGHOUT NYSDOH WERE TRAINED ON ROLES AND RESPONSIBILITIES DURING AN EMERGENCY THROUGH EXISTING BI-WEEKLY SUBJECT MATTER LEAD (SML) MEETINGS. ACCOMPLISHMENTS FROM THIS PERIOD (4/1/16-3/31/17): * SIXTEEN (16) SML BI-WEEKLY MEETINGS HAVE BEEN CONDUCTED, RESULTING IN 100% OF SMLS RECEIVING TRAINING ON ROLES AND RESPONSIBILITIES DURING AN EMERGENCY. * 100% OF SMLS HAVE BEEN PROVIDED WITH TRAINING MATERIALS RELATED TO THE VIRTUAL HEALTH OPERATIONS CENTER (VHOC) ACCESS AND USE DURING INCIDENT EVENTS. VHOC WAS ACTIVATED DURING FOUR (4) ACTUAL EMERGENCY EVENTS AND WAS USED BY SMLS TO PROVIDE SITUATION REPORTS FOR EACH EVENT. * THE VHOC WORKGROUP, COORDINATED WITH NEW YORK STATE (NYS) OFFICE OF INFORMATION TECHNOLOGY SERVICES (ITS), IDENTIFIED AN ALTERNATIVE PLATFORM FOR THE VHOC AND CONDUCTED FOUR (4) MEETINGS TO REVIEW REQUIREMENTS AND DISCUSS TRANSITION RELATED CONCERNS AND ACTIVITIES. 2. THE SUPPORT FROM HRI ENABLES NYSDOH OHEP TO CONTINUE TO SUPPORT AND PROVIDE UPDATED GUIDANCE FOR DISTRIBUTION AND DISPENSING OF MEDICAL COUNTERMEASURES (MCM), INCLUDING VACCINES AND MEDICATIONS, USING LOCAL POINTS OF DISPENSING (POD)/CLINIC OPERATIONS. ADDITIONALLY, A FOCUS ON RESEARCHING ALTERNATE DISPENSING STRATEGIES SUCH AS CLOSED POD PARTNERSHIPS, THAT MAY INCLUDE PRIMARY CARE PROVIDERS, HEALTHCARE FACILITIES, PHARMACIES AND PRIVATE BUSINESS LOCATIONS HAS CONTINUED. DURING 2016-2017, NYSDOH OHEP WORKED WITH LOCAL JURISDICTIONS TO IMPROVE THEIR ABILITIES TO RESPOND TO AN EVENT REQUIRING DISTRIBUTION AND DISPENSING OF MCM TO THEIR POPULATION FOR PROPHYLAXIS, TREATMENT OR OTHER MEASURES TO PROTECT THE PUBLIC HEALTH AND SAFETY. ACCOMPLISHMENT FROM THIS PERIOD (4/1/16-3/31/17): * NYSDOH AND THE 14 CITIES READINESS INITIATIVE (CRI) JURISDICTIONS USED THE CDC MCM OPERATIONAL READINESS REVIEW (ORR) TOOL TO EVALUATE THE STATUS OF THEIR MEDICAL MATERIAL MANAGEMENT, DISTRIBUTION AND DISPENSING (MCMDD) PLANS AND OPERATIONS. * LHDS COMPLETED THREE (3) OF THE FIVE (5) IDENTIFIED DRILLS THAT SUPPORT MCM ORR OPERATIONAL ELEMENTS. ALL DATA FOR CRI JURISDICTIONS WERE SUBMITTED TO CDC. * PERSONNEL MONITORING CENTERS AND ANIMAL RABIES CAPABILITIES HAVE BEEN ADDED. ADDITIONALLY, THE COUNTERMEASURE DATA MANAGEMENT SYSTEM (CDMS) SYSTEM HAS BEEN MODIFIED FOR ZIKA VIRUS SPECIMEN TESTING PROCESS. 3. THE SUPPORT FROM HRI ENABLES NYSDOH TO CONTINUE TO SUPPORT THE MEDICAL EMERGENCY RESPONSE INVENTORY SYSTEM (MERITS). MERITS IS AN ELECTRONIC INVENTORY MANAGEMENT SYSTEM THAT SUPPORTS THE STRATEGIC NATIONAL STOCKPILE (SNS) AND THE STATE'S MEDICAL EMERGENCY RESPONSE CACHE (MERC) WAREHOUSE OPERATIONS. THIS INCLUDES PROCESSING ORDERS, RECEIVING, SHIPPING, REPORTING AND MAINTAINING A MASTER INVENTORY OF ALL ASSETS. NYSDOH OHEP CONTINUES TO SUSTAIN MEDICAL MATERIAL MANAGEMENT AND DISTRIBUTION CAPACITY TO RESPOND TO A PUBLIC HEALTH THREAT WITH MEDICAL COUNTERMEASURES AND/OR DURABLE MEDICAL EQUIPMENT TO PROVIDE FOR A TIMELY AND EFFECTIVE RESPONSE. ACCOMPLISHMENTS FROM THIS PERIOD 4/1/16-3/31/17: * LOGISTICS STAFF CONTINUED TO PROVIDE SUPPORT TO THE FEDERAL CHEMPACK PROGRAM BY ACCOMPANYING THE CDC WITH SUSTAINMENT EFFORTS AT 72 STATEWIDE LOCATIONS ON THREE (3) DIFFERENT OCCASIONS. * CONDUCTED TWO (2) DRILLS TO EXERCISE THE DEPLOYMENT OF THE NYSDOH MASS FATALITY SHELTER SYSTEM. * 100% OF ALL EXPIRED SUPPLIES WERE REPLENISHED IN THE FEDERAL MEDICAL STATION (FMS). * PURCHASED SUPPLIES FOR USE IN BURN SURGE MANAGEMENT INCLUDING GAUZE, MEDICATED BANDAGES AND DRESSINGS. * PURCHASED SYRINGES AND NEEDLES FOR REPLENISHMENT OF THE MERC FOLLOWING DEPLOYMENTS FOR VACCINATION POD EVENTS. * PURCHASED PORTABLE VACCINE REFRIGERATORS FOR FIELD DEPLOYMENT AND/OR TRANSPORT OF MATERIALS RELATED TO THE CRITICAL SPECIMEN TRANSPORT PROGRAM. * PROCURED AND DISTRIBUTED CYANIDE ANTIDOTE MEDICATIONS TO NUMEROUS HOSPITALS ACROSS NEW YORK STATE. 4. THE SUPPORT FROM HRI ENABLES NYSDOH TO CONTINUE TO SUPPORT INFORMATICS INFRASTRUCTURE TO PROVIDE ELECTRONIC, SECURE SYSTEMS AND APPLICATIONS FOR EMERGENCY PREPAREDNESS, RESPONSE AND RECOVERY. NYSDOH WILL SUSTAIN AND IMPROVE SYSTEMS FOR INFORMATION EXCHANGE. IN-PLACE ARCHITECTURE WAS LEVERAGED AND NEW COMPONENTS WERE ADDED THAT LINK NYSDOH WITH ITS EMERGENCY PREPAREDNESS AND RESPONSE PARTNERS AND PROMOTE THE EXCHANGE OF DATA WITH STAKEHOLDERS, BI-DIRECTIONALLY, WHILE ENSURING APPROPRIATE PRIVACY PROTECTION. ACCOMPLISHMENTS FROM THIS PERIOD 4/1/16-3/31/17: * THE HEALTHCARE FACILITY EVACUATION CENTER (HEC) APPLICATION ADDED A TRANSPORT MODULE TO ASSIST IN MANAGEMENT AND TRACKING OF ASSETS. * TWENTY- FIVE (25) EVACUATION OF FACILITIES IN DISASTER SYSTEM (E-FINDS) TRAININGS WERE OFFERED. MODALITIES OF TRAINING INCLUDED WEBINARS, SELF - ONLINE TUTORIALS AND IN PERSON TRAIN-THE-TRAINER SESSIONS. THERE WERE 10 EMERGENCY EVENTS THAT RESULTED IN POTENTIAL USE OF THE SYSTEM. * ADDED FUNCTIONALITY AND IMPROVED REPORTING CAPABILITY TO THE FACILITY PROFILE APPLICATION. * THE SERVNY VOLUNTEER MANAGEMENT SYSTEM (VMS) IS USING UNSUPPORTED TECHNOLOGY AND LACKS IMPORTANT FUNCTIONALITY. THE UPGRADED VERSION IS CURRENTLY IN DEVELOPMENT, FOCUSED ON SIMPLIFYING EXISTING FUNCTIONS, IMPROVED PERFORMANCE FOR END USERS AND ENHANCING TRACKING CAPABILITIES FOR OVERALL VOLUNTEER MANAGEMENT. * ENHANCEMENTS AND BUG FIXES WERE MADE TO THE MERITS. THE DEVELOPMENT OF A MOBILE APPLICATION FOR MERITS IS UNDERWAY WITH A RELEASE IN MAY 2017. |
| FORM 990, PART III, LINE 4C, CONTINUED: | 5. THE SUPPORT FROM HRI ENABLES NYSDOH TO CONTINUE 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. THIS INCLUDES: LABORATORY RESPONSE NETWORK (LRN)-BIOTERRORISM (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 HEALTH COMMERCE SYSTEM (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 THIS PERIOD 4/1/16-3/31/17: * SEVEN (7) LABORATORY STAFF MEMBERS HAVE BEEN TRAINED AND ARE COMPETENT TO PERFORM LRN CLINICAL AND HIGH RISK ENVIRONMENTAL SAMPLES TESTING. WC HAS PROVIDED AND PARTICIPATED IN TWO (2) OF NYS QUALITY ASSURANCE PROGRAMS (QAP) AS WELL AS THREE (3) LRN PROFICIENCY TESTS (PT). * TO DATE, WC HAVE PROVIDED TESTING FOR 449 CLINICAL AND 18 ENVIRONMENTAL SAMPLES, 70 SURVEILLANCE ENVIRONMENTAL SAMPLES IN ADDITION TO PROVIDING RESULTS TO SUBMITTERS AND NOTIFICATION PARTNERS. * 100% OF THE SAMPLES PROVIDED FROM THE NYS QAP HAVE BEEN ACCURATELY ANALYZED BY THE NYS LRN LABS. * WC HAS PROVIDED AND DISTRIBUTED 28 COLLECTION KITS FOR BIOTHREAT AND CHEMICAL THREAT TESTING. * WC HAS PROVIDED EDUCATION MATERIALS TO 116 FIRST RESPONDERS FOR SAFE AND APPROPRIATELY PACKAGED SAMPLES. * WC HAS PROVIDED FOUR (4) HANDS-ON SAMPLE COLLECTION AND THREAT AWARENESS TRAINING TO FIRST RESPONDERS IN NYS. * 100% OF CLINICAL SPECIMENS OR ENVIRONMENTAL SAMPLES TESTED WERE INITIATED WITHIN TWO (2) HOURS. THE LABORATORY HAS AND WILL CONTINUE TO MAINTAIN ADEQUATE SUPPLIES OF REAGENTS AND SUPPLIES NECESSARY FOR PERFORMING TESTING WHEN SAMPLES ARE RECEIVED. * THE LABORATORY HAS ADEQUATE STAFFING TO BE ABLE TO RAPIDLY TEST ANY HIGH RISK CLINICAL OR ENVIRONMENTAL SAMPLE. THE LABORATORY HAS AND WILL CONTINUE TO COMMUNICATE SAMPLE TESTING TO APPROPRIATE PARTIES AFTER RECEIPT OF SAMPLE THROUGH ESTABLISHED COMMUNICATION ALERT SYSTEM PROTOCOLS. * 100% OF STAFF HAS DEMONSTRATED ANALYTICAL COMPETENCY AND PROFICIENCY IN EXISTING LRN ANALYTICAL PLATFORMS. WC IMPLEMENTED THE CDC REAL-TIME POLYMERASE CHAIN REACTION (PCR) ASSAY FOR VARIOLA VIRUS AFTER SUCCESSFUL COMPLETION OF THE LRN VERIFICATION PANEL. SEVEN (7) BIODEFENSE LAB MEMBERS WERE TRAINED ON THE USE OF THE APPLIED BIOSYSTEMS INSTRUMENT (ABI) QUANTSTUDIO DX INSTRUMENTS. A VALIDATION STUDY WAS COMPLETED IN WHICH THE PERFORMANCE OF THE QUANTSTUDIO DX WAS COMPARED TO THE ABI 7500 DX FOR THREE (3) BIOTHREAT AGENTS USING THE CDC LRN RTPCR PRIMER/PROBE SETS. 6. THE SUPPORT FROM HRI ENABLES NYSDOH TO CONTINUE 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 THIS PERIOD 4/1/16-3/31/17: * DUE TO ZIKA ACTIVITIES, MONTHLY PERFORMANCE MANAGEMENT REPORTS DETAILING THE TIMELINESS AND COMPLETENESS OF COMMUNICABLE DISEASE INVESTIGATIONS WERE NOT DISSEMINATED TO LHDS. HOWEVER, ONE YEAR-END REPORT WAS DISTRIBUTED PROVIDING DATA FOR ALL OF 2016 IN FEBRUARY 2017. LHDS HAD UNTIL MARCH 22, 2017 TO UPDATE/CORRECT THEIR DATA. EACH REPORT WAS INDIVIDUALIZED AND INCLUDED DATA COMPARISONS TO OTHER COUNTIES IN THEIR PEER GROUP, GEOGRAPHIC GROUP AND WITH STATEWIDE PERFORMANCE. THESE REPORTS WERE SUPPLEMENTED WITH A LINE LIST OF INVESTIGATIONS THAT WERE NOT INITIATED IN A TIMELY MANNER AND THOSE INVESTIGATIONS THAT WERE INCOMPLETE. IT IS ANTICIPATED THAT MONTHLY REPORTS WILL AGAIN BE DISTRIBUTED IN 2017. * BETWEEN 1/1/16 AND 12/31/16, 81.5% OF LHDS MET TIMELINESS GOALS FOR CATEGORY I DISEASES; 98.1% OF LHDS MET TIMELINESS GOALS FOR CATEGORY II; AND 100% OF LHDS MET TIMELINESS GOALS FOR CATEGORY III. BETWEEN 1/1/16 AND 12/31/17, 100% OF LHDS MET COMPLETENESS GOALS FOR CATEGORY A; 98% OF LHDS MET COMPLETENESS GOALS FOR CATEGORY B; AND 100% OF LHDS MET COMPLETENESS GOALS FOR CATEGORY C. * WEEKLY CONFERENCE CALLS WITH THE NATIONAL ELECTRONIC DISEASE SURVEILLANCE SYSTEM (NEDSS) MODERNIZATION INITIATIVE (NMI) TECHNICAL ASSISTANCE TEAM WERE CONDUCTED TO REVIEW ARBO 1.3, GENERIC VERSION 2 MESSAGE MAPPING GUIDES AND GENERIC ANALYSES. USE CASE MESSAGES WERE CREATED AND TESTED. NYS SUCCESSFULLY REPORTED ARBO 1.3 CASE NOTIFICATION MESSAGES TO ARBONET'S PRODUCTION SYSTEM IN NOVEMBER, 2016 AND WAS APPROVED TO SEND GENERIC VERSION 2 PRODUCTION MESSAGES TO CDC IN FEBRUARY 2017. ALL 2017 CASES WITH CONDITIONS COVERED BY GENERIC VERSION 2 WERE SUBMITTED TO MESSAGE VALIDATION, PROCESSING, AND PROVISIONING SYSTEM (MVPS) PRODUCTION ENVIRONMENT 3 TIMES PER WEEK. PROGRAM PERIOD SUCCESSES: DISASTER MENTAL HEALTH (DMH) ASSISTING CHILDREN AND FAMILIES TRAINING DURING JANUARY 2017, A DISASTER MENTAL HEALTH (DMH) TRAINING ENTITLED "MENTAL HEALTH CONSEQUENCES OF INFECTIOUS DISEASE OUTBREAKS" TRAINING WAS SIMULTANEOUSLY WEBCAST TO 40 SITES THROUGHOUT NYS. APPROXIMATELY 600 INDIVIDUALS ATTENDED THE TRAINING. THE WEBCAST WAS RECORDED AND ARCHIVED ON THE NYS LEARNING MANAGEMENT SYSTEM (LMS). HEC NYSDOH, WITH SUPPORT FROM HRI, COORDINATES THE EVACUATION, SHELTER-IN-PLACE AND REPATRIATION OF HEALTHCARE FACILITIES DURING A REGIONAL MULTI-FACILITY EVACUATION SCENARIO WITH THE ASSISTANCE OF MULTI-AGENCY PARTNERS THAT ARE SPECIFIC TO THE REGION THAT THE HEC IS OPERATING IN. THESE AGENCIES INCLUDE LHDS, OFFICE OF EMERGENCY MANAGEMENT (OEM) AND HEALTHCARE FACILITY ASSOCIATIONS AMONG OTHERS. DURING HEC ACTIVATION NYSDOH TRACKS THE STATUS OF FACILITIES AND RE-LOCATING PATIENTS OR RESIDENTS FROM ONE FACILITY TO ANOTHER DURING EMERGENCIES. NYSDOH CONDUCTED A FUNCTIONAL HEC EXERCISE ON JUNE 29, 2016 AT THE NEW YORK CITY (NYC) OEM EMERGENCY OPERATION CENTER (EOC). THE SCENARIO WAS A COASTAL STORM EVENT INCLUDING ACTIVATION OF THE HEC WITH DEVELOPMENT OF STAFFING PLANS FOR TWO (2) OPERATIONAL PERIODS. OBJECTIVES FOCUSED ON USE OF THE HEC APPLICATION, FOR WHICH TRAINING SESSIONS HAD BEEN CONDUCTED LEADING UP TO THE EXERCISE. AN AFTER-ACTION REPORT AND IMPROVEMENT PLAN (AAR/IP) HAS BEEN COMPLETED. AREAS OF IMPROVEMENT WERE IDENTIFIED INCLUDING STAFFING ACROSS MULTIPLE OPERATIONAL PERIODS, DEPLOYMENT AND USE OF RECEPTION STAFF AND BED COORDINATOR USE OF BED DATA. NYSDOH ACTIVATED AND DEPLOYED AN ADVANCE TEAM FOR HEC OPERATIONS TO NYC IN RESPONSE TO COASTAL STORM HERMINE IN SEPTEMBER 2016 AND ACTIVATED THE ADVANCE TEAM IN PREPARATION FOR RESPONSE TO HURRICANE MATTHEW IN OCTOBER 2016. OUTBREAK UNCHECKED RESPONSE EXERCISE (OUREX) NYSDOH OHEP, WITH SUPPORT FROM HRI, CONDUCTED A SERIES OF SEVEN (7) REGIONAL FULL-SCALE EXERCISES BETWEEN FEBRUARY 27 - MARCH 8, 2017 FOCUSED ON A HIGHLY INFECTIOUS STRAIN OF INFLUENZA WITH INTERNATIONAL IMPACT. OUREX TESTED PUBLIC HEALTH AND HEALTHCARE EMERGENCY PREPAREDNESS CAPABILITIES IN RESPONDING TO AN INFLUENZA PANDEMIC. THE 57 LHDS IN NYS CONCENTRATED ON TWO AREAS OF RESPONSE: 1) THE CONDUCT OF PODS OR 2) NON-PHARMACEUTICAL INTERVENTIONS (DEVELOPMENT OF ISOLATION AND QUARANTINE ORDERS, RISK MESSAGING FOR SPECIFIC VULNERABLE POPULATIONS, AND STRATEGIES FOR SOCIAL DISTANCING). ACTIVATION OF HOSPITAL COMMAND CENTERS (HCCS) AND THE HOSPITAL INCIDENT COMMAND SYSTEM (HICS), TO ACCOMMODATE A SURGE OF INFECTIOUS PATIENTS, PATIENT TRACKING AND AVAILABLE STAFFED BEDS, AND CONTINUITY OF OPERATIONS WERE THE FOCUS OF THE HEALTHCARE PARTICIPATION. THE EXERCISE WAS CONDUCTED AT THE HEALTH CARE COALITION LEVEL, AND PARTICIPANTS INCLUDED: 1) 57 LHDS, 2) 139 HOSPITALS, 3) SEVEN NURSING HOMES, 4) TEN EMERGENCY MEDICAL SERVICE UNITS, 6) 140 HOME HEALTHCARE AGENCIES, AND 5) 26 LOCAL EMERGENCY MANAGERS AND NYS STATE OFFICE OF EMERGENCY MANAGEMENT (STATE OEM). 4D. OTHER PROGRAM SERVICES BIOMEDICAL RESEARCH CENTER FOR HEALTH WORKFORCE STUDIES DIVISION OF ADMINISTRATION AND INFORMATION SYSTEM TECHNOLOGY TRANSFER, INTERNALLY SPONSORED RESEARCH AND PUBLIC HEALTH PROGRAMS OFFICE OF PUBLIC HEALTH PROGRAMS AND RESEARCH CENTER FOR ENVIRONMENTAL HEALTH AND RESEARCH OTHER HIV/AIDS HEALTH AND SUPPORTIVE SERVICES, INCLUDING INTERNATIONAL OFFICE OF HEALTH SYSTEM MANAGEMENT OFFICE OF HEALTH INSURANCE PROGRAMS OFFICE OF LONG TERM CARE AGRICULTURE & MARKETS OFFICE OF QUALITY AND PATIENT SAFETY |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ANNUAL FORM 990 IS INITIATED BY THE CORPORATE CONTROLLER AND DEVELOPED IN CONJUNCTION WITH THE ASSISTANT CONTROLLER AND THE EXECUTIVE DIRECTOR. THE FINAL DRAFT IS REVIEWED BY THE THREE KEY PERSONNEL LISTED ABOVE. A COMPARATIVE ANALYSIS TO THE PRIOR YEAR'S FILING IS CONDUCTED AND THEN THE FINAL DRAFT IS PRESENTED TO HEALTH RESEARCH, INC'S INDEPENDENT AUDIT FIRM FOR VALIDATION. ONCE FINALIZED BY THE INDEPENDENT AUDIT FIRM, THE EXECUTIVE DIRECTOR PRESENTS AND REVIEWS THE FORM 990 FILING WITH THE CORPORATION'S SECRETARY/TREASURER AND IF REQUESTED, THE CORPORATION'S VICE PRESIDENT. A COPY OF THE 990 IS PROVIDED TO ALL DIRECTORS OF THE HRI BOARD FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | HRI CONFLICT OF INTEREST POLICIES ARE REVIEWED ANNUALLY AND IF APPROPRIATE, REVISED BY THE CORPORATION'S 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 EMPLOYEE CONFLICT OF INTEREST POLICY IN CONJUNCTION WITH NEW HIRE ORIENTATION, AND THE POLICY IS AVAILABLE ON THE HRI WEBSITE. ALL POTENTIAL CONFLICTS MUST BE DISCLOSED IN WRITING TO THE CORPORATE OFFICE FOR REVIEW AND CONSIDERATION BY MANAGEMENT. COMPLIANCE WITH THE PROVISIONS OF THE POLICY ARE MONITORED AND ENSURED THROUGH THE PRESENCE OF COMPLIMENTARY CONTROLS, SUCH AS THE HRI OUTSIDE EMPLOYMENT POLICY AND HONORARIA/TRAVEL EXPENSE REIMBURSEMENT POLICY. ANNUALLY, MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES AND MUST CERTIFY THAT THEY HAVE READ AND UNDERSTAND THE POLICY, IN ADDITION TO DISCLOSING ALL CONFLICTS OF INTEREST. NEW HRI BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE PROVIDED WITH A COPY OF THE POLICY AT THE TIME OF APPOINTMENT AND ARE REQUIRED TO DISCLOSE ANY CONFLICTS UPON RECEIPT. ATTESTATIONS AND DISCLOSURE FORMS ARE SENT TO THE HRI CORPORATE OFFICE AND THEN FORWARDED TO THE AUDIT COMMITTEE FOR REVIEW AND CONSIDERATION. RESTRICTIONS IMPOSED ARE CONDITIONED AND DETERMINED BY CIRCUMSTANCES AND RANGE FROM DENIAL OF THE REQUEST FOR AN EMPLOYEE TO RECUSAL FOR A DIRECTOR OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES OF THE EXECUTIVE DIRECTOR AND ALL KEY EMPLOYEES ARE SET IN THE ANNUAL BUDGET. THIS IS REVIEWED AND APPROVED BY THE BOARD ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | HEALTH RESEARCH, INC.'S GOVERNING DOCUMENTS: CONFLICT OF INTEREST POLICY, ETHICS POLICY, WHISTLEBLOWER POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART X, INVESTMENTS - PUBLICLY TRADED SECURITIES: | DESCRIPTION ENDING BOOK VALUE COST OR FMV US TREASURIES & SECURITIES $369,594,246 FMV TOTALS $369,594,246 |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES MADE TO THE OVERSIGHT AND SELECTION PROCESS DURING THE TAX PREP YEAR. |
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