HEALTH RESEARCH INCORPORATED ELIZABETH WOOD: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH RESEARCH INCORPORATED ELIZABETH WOOD (EIN 14-1402155)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2015-08-17
- IRS object ID
- 201512299349301831
- Schema version
- 2014v5.0
- 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 | 2015-08-17T10:18:51-05:00 | ReturnTs |
| Tax Period End | 2015-03-31 | 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 | 2014-04-01 | 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 RIVERVIEW CENTER NO | AddressLine1Txt |
| Address Line2 | 560 | AddressLine2Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122042719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYBETH HEFNER | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 5184311200 | PhoneNum |
| Signature | 2015-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER J LEGGIERO | PreparerPersonNm |
| PTIN | P00487639 | PTIN |
| Phone | 5184644080 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | $1,087,085,522 | 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 | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 2488 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $693,424,238 | PYContributionsGrantsAmt |
| CY Contributions Grants | $672,154,203 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $323,205 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $278,960 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,170,811 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,586,851 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,980,200 | PYOtherRevenueAmt |
| CY Other Revenue | $6,402,521 | CYOtherRevenueAmt |
| PY Total Revenue | $703,898,454 | PYTotalRevenueAmt |
| CY Total Revenue | $690,422,535 | 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 | $175,807,385 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $161,487,360 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $523,434,233 | PYOtherExpensesAmt |
| CY Other Expenses | $509,747,160 | CYOtherExpensesAmt |
| PY Total Expenses | $699,241,618 | PYTotalExpensesAmt |
| CY Total Expenses | $671,234,520 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,656,836 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,188,015 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $532,834,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $499,756,812 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $479,674,256 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $424,015,630 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,160,564 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,741,182 | 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 | $456,811,951 | ExpenseAmt |
| Desc | HIV UNINSURED CARE PROGRAMS SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $108,218,764 | ExpenseAmt |
| Desc | CANCER RESEARCHSEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,094,443 | 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 | $47,259,991 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $47,259,991 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $638,385,149 | 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 | 368 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2488 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | CHERYL A MATTOX | 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| NIRAV R SHAH MD MPH | |||||||
| FORMER PRESIDENT | 10.00 | Yes (X) | Yes (X) | $23,462 | $0 | $4,598 | |
| HOWARD ZUCKER MD | |||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUE E KELLY | |||||||
| FORMER VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARYBETH HEFNER | |||||||
| SECRETARY / TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES E DERING ESQ | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MAGDALENA RAMIREZ | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL B SEXTON ESQ | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DONALD L TRUMP MD | |||||||
| FORMER 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 | ||
| BARBARA RYAN | |||||||
| EXECUTIVE DIRECTOR | 38.00 | Yes (X) | $145,529 | $0 | $29,542 | ||
| CHERYL A MATTOX | |||||||
| DIRECTOR OF CORPORATE FINANCE | 38.00 | Yes (X) | $117,999 | $0 | $43,245 | ||
| BRUCE D AGINS MD MPH | |||||||
| RESEARCH PHYSICIAN | 38.00 | $163,612 | $0 | $53,251 | Yes (X) | ||
| KIRSTEN B MOYSICH PHD | |||||||
| MEMBER | 38.00 | $187,367 | $0 | $57,761 | Yes (X) | ||
| MARK F BRADY PHD | |||||||
| GOG DIRECTOR STATS | 38.00 | $181,211 | $0 | $48,139 | Yes (X) | ||
| MARK F SALADA | |||||||
| DIRECTOR OF MATERIALS MANAGEMENT | 38.00 | $151,017 | $0 | $31,318 | Yes (X) | ||
| WILLIAM E ELGIE | |||||||
| GOG DIRECTOR INFO TECHNOLOGY | 38.00 | $149,427 | $0 | $30,996 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,119,624 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $298,850 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 86 | 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 | $1,957,361 |
| SMART SOURCE TECHNOLOGIES | |||||
| 622 GEORGES ROAD | NORTH BRUNSWICK | NJ | 08902 | CONSULTANT | $731,300 |
| HODGSON RUSS LLP | |||||
| ONE MT PLAZA | BUFFALO | NY | 14203 | CONSULTANT | $304,075 |
| KARL HEINER STATISTICAL CONSULTING LTD | |||||
| 1739 ATHOL ROAD | SCHENECTADY | NY | 12308 | CONSULTANT | $247,080 |
| AB SCIEX LLC | |||||
| 1201 RADIO ROAD | REDWOOD CITY | CA | 94065 | CONSULTANT | $227,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $347,010,208 | GovernmentGrantsAmt |
| All Other Contributions | $325,143,995 | AllOtherContributionsAmt |
| Total Contributions | $672,154,203 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT FEES | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $278,960 | TotalRevenueColumnAmt |
| Exclusion | $278,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $278,960 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,377,792 | TotalRevenueColumnAmt |
| Exclusion | $1,377,792 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,402,521 | TotalRevenueColumnAmt |
| Exclusion | $6,402,521 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $406,872,046 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $396,662,987 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,209,059 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,209,059 | TotalRevenueColumnAmt |
| Exclusion | $10,209,059 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $690,422,535 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,268,332 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,142 | TotalAmt |
| Management And General | $357,142 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,108,861 | TotalAmt |
| Program Services | $100,656,997 | ProgramServicesAmt |
| Management And General | $16,451,864 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,851,263 | TotalAmt |
| Program Services | $18,758,543 | ProgramServicesAmt |
| Management And General | $3,092,720 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,183,364 | TotalAmt |
| Program Services | $11,834,788 | ProgramServicesAmt |
| Management And General | $2,348,576 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,986,730 | TotalAmt |
| Program Services | $6,841,300 | ProgramServicesAmt |
| Management And General | $1,145,430 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,609 | TotalAmt |
| Program Services | $90,004 | ProgramServicesAmt |
| Management And General | $231,605 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,100 | TotalAmt |
| Management And General | $185,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,624 | TotalAmt |
| Management And General | $245,624 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,971,450 | TotalAmt |
| Program Services | $1,343,275 | ProgramServicesAmt |
| Management And General | $628,175 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,511,929 | TotalAmt |
| Program Services | $15,665,478 | ProgramServicesAmt |
| Management And General | $846,451 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,771 | TotalAmt |
| Program Services | $770,470 | ProgramServicesAmt |
| Management And General | $492,301 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,876,207 | TotalAmt |
| Program Services | $2,876,207 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,608,131 | TotalAmt |
| Program Services | $33,147 | ProgramServicesAmt |
| Management And General | $4,574,984 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,236,596 | TotalAmt |
| Program Services | $4,202,335 | ProgramServicesAmt |
| Management And General | $34,261 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $951,543 | TotalAmt |
| Program Services | $947,961 | ProgramServicesAmt |
| Management And General | $3,582 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,950 | TotalAmt |
| Management And General | $450,950 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,286 | TotalAmt |
| Management And General | $622,286 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM COSTS | $380,517,856 | $380,517,856 | |
| SUBCONTRACTS | $75,156,540 | $74,922,791 | $233,749 |
| TUITION, TRAINING, AND | $1,308,552 | $1,248,790 | $59,762 |
| PRINTING AND PUBLICATIO | $1,075,578 | $493,371 | $582,207 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,444,438 | TotalAmt |
| Program Services | $17,181,836 | ProgramServicesAmt |
| Management And General | $262,602 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,234,520 | TotalAmt |
| Program Services | $638,385,149 | ProgramServicesAmt |
| Management And General | $32,849,371 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,061,308 | BOYAmt |
| EOY | $187,010,486 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,884,798 | BOYAmt |
| EOY | $45,573,884 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,097,650 | BOYAmt |
| EOY | $416,726 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,443 | BOYAmt |
| EOY | $347,982 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,459,360 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,803,501 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,099,039 | BOYAmt |
| EOY | $655,859 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,221,968 | BOYAmt |
| EOY | $212,797,223 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,146,614 | BOYAmt |
| EOY | $52,954,652 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,834,820 | BOYAmt |
| EOY | $499,756,812 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,403,388 | BOYAmt |
| EOY | $46,432,734 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,124,254 | BOYAmt |
| EOY | $324,628,244 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,146,614 | BOYAmt |
| EOY | $52,954,652 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,674,256 | BOYAmt |
| EOY | $424,015,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,160,564 | BOYAmt |
| EOY | $75,741,182 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,160,564 | BOYAmt |
| EOY | $75,741,182 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,834,820 | BOYAmt |
| EOY | $499,756,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,188,015 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,666,462 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $13,059,065 | 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 | $657,811,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $656,750,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $658,452,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $693,424,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $672,154,203 | CurrentTaxYearAmt |
| Total | $3,338,593,008 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $657,811,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $656,750,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $658,452,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $693,424,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $672,154,203 | CurrentTaxYearAmt |
| Total | $3,338,593,008 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,338,593,008 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,880,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,863,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,636,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,565,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,183,065 | CurrentTaxYearAmt |
| Total | $27,129,508 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,365,722,516 | TotalSupportAmt |
| Public Support CY170 | 0.99190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99170 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $671,499 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,728 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $36,827 | OtherExpendituresAmt |
| Administrative Expenses | $16,244 | AdministrativeExpensesAmt |
| End Year Balance | $622,156 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $666,921 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $140 | OtherExpendituresAmt |
| Administrative Expenses | $21 | AdministrativeExpensesAmt |
| End Year Balance | $671,499 | 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 | $318,858 | OtherCostOrOtherBasisAmt |
| Depreciation | $225,684 | DepreciationAmt |
| Book Value | $93,174 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,887,355 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,556,120 | DepreciationAmt |
| Book Value | $331,235 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $655,859 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND - SEE PART XIII | Desc |
| Book Value | $52,954,652 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $52,954,652 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND - SEE PART XIII | Desc |
| Amt | $52,954,652 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $52,954,652 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $677,879,865 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,666,462 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$9,666,462 | RevenueNotReportedAmt |
| Revenue Subtotal | $687,546,327 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,876,208 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,876,208 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $690,422,535 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $655,299,247 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$13,059,065 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$13,059,065 | ExpensesNotReportedAmt |
| Expenses Subtotal | $668,358,312 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,876,208 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,876,208 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $671,234,520 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROYALTIES PAID TO INVENTORS |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | POST RETIREMENT OBLIGATIONS OTHER THAN NET PERIODIC POST RETIREMENT BENEFIT |
| 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 (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICAN AND CARIBBEAN | 0 | 0 | PROGRAM SERVICES | HIV QUALITY CARE / TRAINING | $163,878 |
| EAST ASIA AND PACIFIC | 0 | 0 | PROGRAM SERVICES | HIV QUALITY CARE / TRAINING | $198,121 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | HIV QUALITY CARE / TRAINING | $77,529 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | HIV QUALITY CARE / TRAINING | $1,347,123 |
| 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 | $1,786,651 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,786,651 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA RYAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $145,529 | $0 | $0 | $0 | $0 | $0 | $29,542 | $0 | $0 | $0 | $175,071 | $0 | $0 | $0 |
| CHERYL A MATTOX | ||||||||||||||
| DIRECTOR OF CORPORATE FINANCE | $105,471 | $0 | $0 | $0 | $12,528 | $0 | $23,954 | $0 | $20,041 | $0 | $161,994 | $0 | $0 | $0 |
| BRUCE D AGINS MD MPH | ||||||||||||||
| RESEARCH PHYSICIAN | $146,112 | $0 | $0 | $0 | $17,500 | $0 | $33,213 | $0 | $20,038 | $0 | $216,863 | $0 | $0 | $0 |
| KIRSTEN B MOYSICH PHD | ||||||||||||||
| MEMBER | $169,867 | $0 | $0 | $0 | $17,500 | $0 | $38,036 | $0 | $19,725 | $0 | $245,128 | $0 | $0 | $0 |
| MARK F BRADY PHD | ||||||||||||||
| GOG DIRECTOR STATS | $161,205 | $0 | $0 | $0 | $20,006 | $0 | $47,477 | $0 | $662 | $0 | $229,350 | $0 | $0 | $0 |
| MARK F SALADA | ||||||||||||||
| DIRECTOR OF MATERIALS MANAGEMENT | $140,851 | $0 | $0 | $0 | $10,166 | $0 | $30,656 | $0 | $662 | $0 | $182,335 | $0 | $0 | $0 |
| WILLIAM E ELGIE | ||||||||||||||
| GOG DIRECTOR INFO TECHNOLOGY | $143,427 | $0 | $0 | $0 | $6,000 | $0 | $30,334 | $0 | $662 | $0 | $180,423 | $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 HRI ROSWELL PARK 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 ELECTED CONTRIBUTIONS OF THEIR BASE COMPENSATION TO AN INDIVIDUAL DEFERRED COMPENSATION PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 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: STATE INNOVATION MODELS: ROUND TWO OF FUNDING FOR DESIGN AND TEST ASSISTANCE CENTERS FOR MEDICARE & MEDICAID SERVICES THE INITIATIVES OF THIS PROJECT ARE TO IMPLEMENT A STATEWIDE PROGRAM OF REGIONALLY-BASED PRIMARY CARE TRANSFORMATION, TO SUPPORT PERFORMANCE IMPROVEMENT AND CAPACITY EXPANSION IN PRIMARY CARE, AND TO CHANGE THE WAY PRIMARY CARE PROVIDERS ARE PAID. NEW YORK HEART DISEASE AND STROKE PREVENTION PROGRAM AND DIABETES PREVENTION - STATE AND LOCAL PUBLIC HEALTH ACTIONS TO PREVENT OBESITY, DIABETES, HEART DISEASE AND STROKE CENTERS FOR DISEASE CONTROL AND PREVENTION - NATIONAL CENTER FOR CHRONIC DISEASE PREVENTION AND HEALTH PROMOTION THE GOALS OF THIS PROJECT ARE TO LEVERAGE LONG STANDING PUBLIC HEALTH/HEALTH CARE COLLABORATIONS AT STATE AND LOCAL LEVELS, TO TARGET FIVE AREAS WITH A DISPROPORTIONATE BURDEN OF OBESITY, DIABETES, AND HEART DISEASE, AND TO IMPLEMENT INTENSIVE LOCATION SPECIFIC ACTIVITIES. THE CENTER FOR ADAPTIVE NEUROTECHNOLOGIES NATIONAL INSTITUTES OF HEALTH - NATIONAL INSTITUTE OF BIOMEDICAL IMAGING AND BIOENGINEERING THE PROPOSED BIOMEDICAL TECHNOLOGY RESEARCH CENTER WILL PRODUCE AND VALIDATE NOVEL NEUROTECHNOLOGIES OF MAJOR SCIENTIFIC AND CLINICAL VALUE; IT WILL PROVIDE TRAINING AND DISSEMINATION THAT ENABLES AND ENCOURAGES SCIENTISTS, ENGINEERS, AND CLINICIANS TO JOIN IN THE DEVELOPMENT OF THESE TECHNOLOGIES AND TO APPLY THEM TO IMPORTANT PROBLEMS. THE CENTER WILL ENABLE STUDIES THAT INCREASE UNDERSTANDING OF CENTRAL NERVOUS SYSTEM FUNCTION AND DYSFUNCTION, AND IT WILL REALIZE EFFECTIVE NEW THERAPIES FOR A WIDE RANGE OF DEVASTATING NEUROLOGICAL DISORDERS. B CELL EPITOPE DISCOVERY AND MECHANISMS OF ANTIBODY PROTECTION NATIONAL INSTITUTES OF HEALTH - NATIONAL INSTITUTES OF ALLERGY AND INFECTIOUS DISEASES THE GOAL OF THIS PROJECT IS TO IDENTIFY B CELL EPITOPES OF RICIN TOXIN'S ENZYMATIC AND BINDING SUBUNITS AND TO DETERMINE THE MECHANISM BY WHICH ANTIBODIES AGAINST THESE EPITOPES PROTECT AGAINST SYSTEMIC AND MUCOSAL TOXIN EXPOSURE. |
| FORM 990, PART III, LINE 4A, FEDERALLY FUNDED HIV AIDS PREVENTION & CARE: | 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 113,000 INDIVIDUALS WITH HIV/AIDS HAVE RECEIVED SERVICES SINCE PROGRAM INCEPTION, AND MORE THAN 25,500 PERSONS WILL BE SERVED IN 2015-16. |
| 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 CCSG SUPPORT 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.THIS PAST YEAR ROSWELL PARK APPOINTED CANDACE JOHNSON AS THEIR NEW CEO AND KUNLE ODUNSI AS THEIR DEPUTY DIRECTOR. 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 RANKED NO. 43 AMONG THE TOP HOSPITALS FOR CANCER CARE 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 542 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 IT'S CANCER RESEARCH. HRI-ROSWELL PARK DIVISION CURRENTLY HAS 542 ACTIVE PROJECTS TOTALING $82 MILLION, OF WHICH $54.7 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 $99.7 MILLION OF REVENUE IN FY15. |
| FORM 990, PART III, LINE 4C, PUBLIC HEALTH & HEALTH CARE EMER. PREPAREDNESS | HEALTH RESEARCH, INC. GRANT FUNDS 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 IN LIGHT OF CONTINUING DIMINISHING PUBLIC HEALTH EMERGENCY PREPAREDNESS (PHEP) AND HOSPITAL PREPAREDNESS PROGRAM (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 CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) PUBLIC HEALTH PREPAREDNESS, AND ASSISTANT SECRETARY FOR PREPAREDNESS AND RESPONSE (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 NYSDOH'S PUBLIC HEALTH EMERGENCY PREPAREDNESS EFFORTS. 1. NYSDOH OHEP CONTINUES TO SUSTAIN ITS FULLY DEVELOPED INCIDENT MANAGEMENT SYSTEM (IMS). DURING 2014-2015, SUBJECT MATTER EXPECTS (SME) THROUGHOUT NYSDOH WERE TRAINED ON ROLES AND RESPONSIBILITIES DURING AN EMERGENCY THROUGH EXISTING BI-WEEKLY SUBJECT MATTER LEAD MEETINGS. ACCOMPLISHMENT FROM THIS TIME PERIOD (4/1/14-3/31/15): DURING THE SUMMER OF 2014, OHEP TRAINED APPROXIMATELY 40 STAFF FROM OFFICE OF PRIMARY CARE AND HEALTH SYSTEMS MANAGEMENT (OPCHSM), OHEP AND THE METROPOLITAN AREA REGIONAL OFFICE (MARO) ON INCIDENT RESPONSE, THE DEPARTMENT'S RESPONSE PROCEDURES, AND THE HEALTHCARE FACILITY EVACUATION CENTER (HEC). DURING THE NEW YORK STATE (NYS) PREPARATION AND RESPONSE TO EBOLA, MULTIPLE STAFF RECEIVED CROSS TRAINING IN SUPPORTING NYSDOH PLANNING UNIT INCLUDING COMPILING SITUATION REPORTS, INCIDENT ACTION PLANS (IAP) AND SUPPLEMENTAL MATERIALS. THESE DOCUMENTS ARE USED TO SUPPORT A COMMON OPERATING PICTURE (COP) FOR THE AGENCY AND EXECUTIVE DECISION MAKING. SME'S HAVE RECEIVED ROUTINE IMS TRAINING THROUGH REAL WORLD EVENTS INCLUDING THE RESPONSE TO EBOLA AND SEVERE WINTER SNOW STORMS THAT AFFECTED NYS DURING OCTOBER, NOVEMBER AND DECEMBER IN 2014. ONLINE TRAINING FOR THE NYSDOH VIRTUAL HEALTH OPERATION CENTER (VHOC) WAS COMPLETED AND POSTED ON THE NYSDOH LEARNING MANAGEMENT SYSTEM (LMS). 2. NYSDOH OHEP CONTINUES TO EXPLORE THE NEED FOR NEW MODES OF DISTRIBUTING MEDICATION OR GIVING VACCINATIONS USING LOCAL POINTS OF DISPENSING (POD)/CLINIC OPERATIONS AND FOCUS ON RESEARCHING ALTERNATIVE DISPENSING STRATEGIES SUCH AS CLOSED PODS OPERATED BY LARGE BUSINESSES OR DOCTORS' OFFICES. DURING 2014-2015, NYSDOH OHEP WORKED WITH LOCAL JURISDICTIONS TO IMPROVE THEIR ABILITIES TO RESPOND TO AN EVENT REQUIRING DISTRIBUTION AND DISPENSING OF MEDICAL COUNTERMEASURE (MCM) TO THEIR POPULATION IN CASE OF AN EMERGENCY EVENT THAT WOULD REQUIRE PROPHYLAXIS, TREATMENT OR OTHER MEASURES TO PROTECT THE PUBLIC HEALTH AND SAFETY. ACCOMPLISHMENT FROM THIS TIME PERIOD (4/1/14-3/31/15): IN MAY 2014, TWELVE CITIES READINESS INITIATIVE (CRI) PLANNING JURISDICTIONS COMPLETED THEIR TECHNICAL ASSISTANCE REVIEW (TAR). THE TAR IS A REVIEW OF THE CRI JURISDICTION PLANS TO RECEIVE, DISTRIBUTE, AND DISPENSE MEDICAL ASSETS RECEIVED FROM CDC'S STRATEGIC NATIONAL STOCKPILE (SNS). CRI JURISDICTIONS RECEIVED IN-PERSON REVIEWS IN ADDITION TO WRITTEN FEEDBACK AND RECEIVED THE FOLLOWING SCORES: ALBANY- 100; ERIE- 97; NASSAU- 96; NIAGARA- 100; PUTNAM- 100; RENSSELAER- 100; ROCKLAND- 100; SARATOGA- 96; SCHENECTADY- 100; SCHOHARIE- 97; SUFFOLK- 97; WESTCHESTER- 92. IN JULY 2014, THE NUMBER OF CRI PLANNING JURISDICTIONS INCREASED FROM 12 TO 14 AND CDC REPLACED THE TAR PLANNING TOOL WITH THE MCM OPERATIONAL READINESS REVIEW (ORR) TOOL. THE STATE AND ALL 14 CRI JURISDICTIONS USED THE PILOT ORR TOOL TO SELF-EVALUATE AND PROVIDED FEEDBACK TO THE CDC DURING THEIR SITE VISITS IN OCTOBER 2014. 3. NYSDOH WILL CONTINUE TO SUPPORT THE MEDICAL EMERGENCY RESPONSE INVENTORY SYSTEM (MERITS). MERITS IS AN ELECTRONIC INVENTORY MANAGEMENT SYSTEM THAT SUPPORTS THE 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 TIME PERIOD 4/1/14-3/31/15: CONDUCTED ANNUAL TRAINING ON RECEIPT, STORAGE, STAGING, INVENTORY CONTROL, AND THE DISTRIBUTION OF MEDICAL COUNTERMEASURES TO NYSDOH STAFF THAT ARE ASSIGNED TO A ROLE FOR THE STATE MOBILIZATION SITE (SMS). INVENTORY TRAINING INCLUDED BOTH MERITS AND CDC'S INVENTORY MANAGEMENT AND TRACKING SYSTEM (IMATS). AN ORDER OF APPROXIMATELY 33,000 TWENTY (20) PILL COUNT BOTTLES OF DOXYCYCLINE WAS PLACED, FILLED, RECEIVED AND INVENTORIED IN THE MERC IN AUGUST 2014. SEVERAL ASSETS IN THE FEDERAL MEDICAL STATION (FMS) NYS ACQUIRED FROM CDC FOLLOWING SUPERSTORM SANDY, EXPIRED, WERE DISPOSED OF AND WERE REPLENISHED IN FEBRUARY 2015. ANNUAL WAREHOUSE SAFETY TRAINING OCCURRED ON OCTOBER 1, 2014 FOR SEVEN (7) STAFF. FORKLIFT TRAINING WAS UPDATED AND PROVIDED FOR TWO (2) STAFF IN OCTOBER 2014 AND ONE (1) STAFF IN FEBRUARY 2015. ANNUAL MERITS TRAINING WAS PROVIDED FOR SIX (6) STAFF IN DECEMBER 2014. DURING THE TRAINING, STAFF PROCESSED 57 SIMULATED TRAINING ORDERS FOR THE LHDS AS PART OF THE LHD REQUIREMENT TO RECEIVE ORDERS FOR THEIR POD EXERCISES. WAREHOUSE TRAINING MANUALS WERE UPDATED IN OCTOBER 2014 AND JANUARY 2015. ONE (1) ONLINE MERITS TRAINING MODULE WAS DEVELOPED AND PENDING IMPLEMENTATION ON THE NYSDOH LMS FOR FUTURE USE BY STATE AND LHD STAFF. ELEVEN (11) ONSITE MERITS TRAINING OPPORTUNITIES HAVE BEEN PROVIDED FOR LHDS RESULTING IN A 46% INCREASE IN USE OF MERITS AT THE LOCAL LEVEL. PRIOR TO JULY 2014, 35 LHDS HAD RECEIVED TRAINING AND ACCESS TO MERITS, CURRENTLY 51 OF THE 57 LHD HAVE RECEIVED THE TRAINING AND ACCESS TO MERITS. 4. NYSDOH CONTINUES TO SUPPORT INFORMATICS INFRASTRUCTURE IN ORDER 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 PROMOTED THE EXCHANGE OF DATA WITH STAKEHOLDERS, BI-DIRECTIONALLY, WHILE ENSURING APPROPRIATE PRIVACY PROTECTION. ACCOMPLISHMENTS FROM THIS TIME PERIOD 4/1/14-3/31/15: CONDUCTED SIX (6) TRAINING SESSIONS FOR 150 USERS FOR SHAREPOINT APPLICATION. HELD QUARTERLY MEETINGS WITH PROGRAM AREA USERS TO GATHER INPUT AND FEEDBACK ON THE HEALTHCARE ELECTRONIC RESPONSE DATA SYSTEM (HERDS) 3 FUNCTIONALITY AND PERFORMANCE. RESOLVED 26 BUGS, TESTED AND DEPLOYED 22 MAINTENANCE FEATURES AND ENHANCEMENTS ON HERDS 3. CONDUCTED FIVE (5) TESTS, USING NEW YORK STATE ALL-HAZARDS ALERT AND NOTIFICATION (NYALERT), A WEBSITE THAT CONTAINS CRITICAL EMERGENCY RELATED INFORMATION, INCLUDING SEVERE WEATHER WARNINGS, SIGNIFICANT HIGHWAY CLOSURES, HAZARDOUS MATERIALS SPILLS ETC. UPDATED INTEGRATED HEALTH ALERT NETWORK SYSTEM (IHANS) REPORT TO INCORPORATE NYALERT ACKNOWLEDGEMENTS. CHANGES HAVE BEEN COMPLETED IN THE DEVELOPMENT ENVIRONMENT TO SUPPORT SHORT MESSAGE SERVICE (SMS) TEXT. INITIATED PLANNING AND DESIGN FOR IHANS MOBILE FUNCTIONALITY. 148 HOSPITALS THROUGHOUT NYS, INCLUDING NEW YORK CITY (NYC), CAN NOW AUTOMATICALLY SEND ADMISSIONS, DISCHARGE AND TRANSFER (ADT) DATA AND/OR BED AVAILABILITY DATA ACCORDING TO THE HOSPITAL AVAILABLE BEDS FOR EMERGENCIES AND DISASTERS (HAVBED) SYSTEM. HAVBED IS A REAL-TIME HOSPITAL-BED TRACKING SYSTEM TO ADDRESS A SURGE OF PATIENTS DURING A MASS CASUALTY EVENT. CONDUCTED 2 STATEWIDE HAVBED DRILLS: 1) 10/22/13, 92% (179/194) OF HOSPITALS, INCLUDING NYC COMPLETED THE DRILL. 2) 03/13/14, 88% (171/194) OF HOSPITALS, INCLUDING NYC, COMPLETED THE DRILL. ALL DATA RESULTS WERE SUBMITTED TO THE US HEALTH & HUMAN SERVICES DEPARTMENT (HHS) WITHIN THE REQUESTED 4 HOUR TIMEFRAME. IHANS WEB INTERFACES HAVE BEEN DEVELOPED AND ARE IN THE TESTING PHASE. 5. NYSDOH CONTINUES TO SUSTAIN AND BUILD PUBLIC HEALTH LABORATORY TESTING CAPABILITY OF THE NYSDOH WADSWORTH CENTER (WC), TO INCLUDE TESTING OF CLINICAL, ENVIRONMENTAL, FOOD AND WATER SAMPLES. IN 2014-2015, LABORATORY TESTING CONTINUED 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 USIN |
| FORM 990, PART III, LINE 4C, CONTINUED: | HEALTHCARE FACILITY EVACUATION CENTER (HEC) NYSDOH 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, OFFICES OF EMERGENCY MANAGEMENT, AND HEALTHCARE FACILITY ASSOCIATIONS AMONG OTHERS. DURING A HEC ACTIVATION NYSDOH TRACKS THE STATUS OF FACILITIES AND RE-LOCATING PATIENTS OR RESIDENTS FROM ONE FACILITY TO ANOTHER DURING EMERGENCIES. IN JULY 2014, SIX (6) HEC TRAININGS WERE CONDUCTED FOCUSING ON PLANNING FOR SHELTERING IN PLACE AND/OR EVACUATIONS IN HEALTHCARE SETTINGS. THE TRAININGS WERE PROVIDED TO STAFF THAT WOULD POTENTIALLY BE DEPLOYED TO THE HEC IN AN EMERGENCY. A TOTAL OF 185 INDIVIDUALS WERE TRAINED. TWELVE (12) HEC INFORMATIONAL SESSIONS WERE PROVIDED AT HEALTH EMERGENCY PREPAREDNESS COALITION (HEPC) MEETINGS. A TOTAL OF 360 INDIVIDUALS PARTICIPATED. IN AUGUST 2014, AN EXECUTIVE LEVEL TABLETOP AND FUNCTIONAL EXERCISE WAS CONDUCTED. FORM 990, PART III, LINE 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 HEALTH INFORMATION TECHNOLOGY AGRICULTURE & MARKETS OFFICE OF QUALITY AND PATIENT SAFETY |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | PER BEST PRACTICES GUIDANCE, THE HRI CONFLICT OF INTEREST POLICY IS REVIEWED PERIODICALLY AND, IF APPROPRIATE, REVISED BY THE CORPORATION'S HOUSE COUNSEL AND THE EXECUTIVE DIRECTOR. THE LAST REVISION TO THE HRI CONFLICT OF INTEREST POLICY OCCURRED IN 2005. AT THAT TIME, THE REVISED CONFLICT OF INTEREST POLICY WAS DISTRIBUTED TO THE HRI BOARD OF DIRECTORS ALONG WITH A REQUEST FOR RETURN OF AN ENDORSED CERTIFICATION ACKNOWLEDGING THE POLICY WAS READ AND UNDERSTOOD. ALL NEW HRI DIRECTORS AND EMPLOYEES ARE PROVIDED WITH A COPY OF THE POLICY AT THEIR ORIENTATION AND ARE PROVIDED AN OPPORTUNITY TO REVIEW THE POLICY AND ASK QUESTIONS. ANNUALLY, MEMBERS OF THE BOARD OF DIRECTORS ARE PROVIDED A COPY OF THE CURRENT CONFLICT OF INTEREST POLICY AND MUST CERTIFY THAT THEY HAVE READ AND UNDERSTAND THE POLICY, AS WELL AS DISCLOSE CONFLICTS OF INTEREST, IF ANY, AT THAT TIME. EMPLOYEES ARE REQUIRED TO CERTIFY THE POLICY WAS RECEIVED. ANY UPDATES TO THE POLICY ARE PROVIDED TO EMPLOYEES ELECTRONICALLY AND THE POLICY IS AVAILABLE ON THE HRI WEBSITE. 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. ALL DIRECTORS AND EMPLOYEES ARE COVERED BY THE POLICY. ALL REQUESTS ARE REVIEWED BY MULTIPLE LEVELS OF AUTHORITY INCLUDING THE EXECUTIVE DIRECTOR. 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 XI, LINE 9: | POST RETIREMENT OBLIGATIONS OTHER THAN NET PERIODIC POST RETIREMENT BENEFIT 13,059,065. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES MADE TO THE OVERSIGHT AND SELECTION PROCESS DURING THE TAX YEAR. |
| FORM 990, PART X, INVESTMENTS - PUBLICLY TRADED SECURITIES: | DESCRIPTION ENDING BOOK VALUE COST OF FMV US TREASURIES & SECURITIES $212,797,223 FMV TOTALS $212,797,223 |
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