HEALTH RESEARCH INCORPORATED ELIZABETH WOOD: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH RESEARCH INCORPORATED ELIZABETH WOOD (EIN 14-1402155)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-08-14
- IRS object ID
- 201442269349301859
- Schema version
- 2013v3.1
- 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 | 2014-08-14T10:33:33-05:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 Broadway 4th Floor | AddressLine1 |
| City | Albany | City |
| State | NY | State |
| ZIP Code | 122072974 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHERYL MATTOX | InCareOfNm |
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 5184311200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Riverview Center 150 Broadway | AddressLine1 |
| Address Line2 | Suite 560 | AddressLine2 |
| City | Menands | City |
| State | NY | State |
| ZIP Code | 122042719 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYBETH HEFNER | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 5184311200 | PhoneNum |
| Signature | 2014-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5184274600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA L RYAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY SUITE 560 | AddressLine1 |
| City | MENANDS | City |
| State | NY | State |
| ZIP Code | 12204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $947,974,176 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 2600 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $658,452,002 | PYContributionsGrantsAmt |
| CY Contributions Grants | $693,424,238 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $167,802 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $323,205 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,540,671 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,170,811 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,578,473 | PYOtherRevenueAmt |
| CY Other Revenue | $5,980,200 | CYOtherRevenueAmt |
| PY Total Revenue | $666,738,948 | PYTotalRevenueAmt |
| CY Total Revenue | $703,898,454 | 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 | $181,694,334 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $175,807,385 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $482,434,673 | PYOtherExpensesAmt |
| CY Other Expenses | $523,434,233 | CYOtherExpensesAmt |
| PY Total Expenses | $664,129,007 | PYTotalExpensesAmt |
| CY Total Expenses | $699,241,618 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,609,941 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,656,836 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $497,384,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $532,834,820 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $457,767,501 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $479,674,256 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,617,324 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,160,564 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $465,008,923 | ExpenseAmt |
| Desc | HIV UNINSURED CARE PROGRAMS See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $112,209,067 | ExpenseAmt |
| Desc | Cancer Research See Schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,842,907 | ExpenseAmt |
| Desc | Public Health Emergency Preparedness (BT) and Hospital Preparedness See Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $59,648,915 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $664,709,812 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 369 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2600 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | 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 | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 MATTOX | PersonNm |
| Phone | 5184311200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY SUITE 560 | AddressLine1 |
| City | MENANDS | City |
| State | NY | State |
| ZIP Code | 12204 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 | |||||||
| PRESIDENT | 10.0 | Yes (X) | Yes (X) | $63,346 | $0 | $12,606 | |
| SUE E KELLY | |||||||
| VICE PRESIDENT | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES E DERING ESQ | |||||||
| DIRECTOR | 0.2 | Yes (X) | $0 | $0 | $0 | ||
| VAL S GRAY | |||||||
| FORMER DIRECTOR | 0.2 | Yes (X) | $0 | $0 | $0 | ||
| DALE L MORSE MD MS | |||||||
| DIRECTOR | 0.2 | Yes (X) | $0 | $0 | $0 | ||
| MAGDELENA RAMIREZ | |||||||
| DIRECTOR | 0.2 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL B SEXTON ESQ | |||||||
| DIRECTOR | 0.2 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN C SPRINGER MHA | |||||||
| FORMER DIRECTOR | 0.2 | Yes (X) | $0 | $0 | $0 | ||
| DONALD L TRUMP MD | |||||||
| DIRECTOR | 0.2 | Yes (X) | $0 | $0 | $0 | ||
| Marybeth Hefner | |||||||
| Secretary/Treasurer | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CANDACE JOHNSON | |||||||
| DIRECTOR | 0.2 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL A MATTOX | |||||||
| DIRECTOR OF CORP FINANCE | 38.0 | Yes (X) | $117,213 | $0 | $43,342 | ||
| BARBARA L RYAN | |||||||
| EXECUTIVE DIRECTOR | 38.0 | Yes (X) | $146,576 | $0 | $30,781 | ||
| BRUCE D AGINS MD MPH | |||||||
| RESEARCH PHYSICIAN | 38.0 | $169,843 | $0 | $56,358 | Yes (X) | ||
| KIRSTEN B MOYSICH PHD | |||||||
| MEMBER | 38.0 | $178,838 | $0 | $56,589 | Yes (X) | ||
| MARK F BRADY PHD | |||||||
| GOG DIRECTOR STATS | 38.0 | $181,452 | $0 | $57,791 | Yes (X) | ||
| CHARLES J GONZALEZ MD | |||||||
| PUBLIC HEALTH PHYS. II | 38.0 | $153,807 | $0 | $56,894 | Yes (X) | ||
| WILLIAM E ELGIE | |||||||
| GOG DIR. INFO TECHNOLOGY | 38.0 | $154,702 | $0 | $33,141 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,165,777 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $347,502 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 106 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HP Enterprise Services LLC | |||||
| PO Box 281935 | ATLANTA | GA | 303841935 | CONSULTANT | $883,796 |
| Opad Media Solutions LLC | |||||
| 275 Madison Avenue 22nd Floor | NEW YORK | NY | 10016 | CONSULTANT | $844,916 |
| SMART SOURCE TECHNOLOGIES LLC | |||||
| 622 GEORGES ROAD | NORTH BRUNSWICK | NJ | 089023377 | CONSULTANT | $557,445 |
| AB SCiex LLc | |||||
| 62510 Collections Center Drive | CHICAGO | IL | 606930625 | CONSULTANT | $411,150 |
| Karl Heiner Statistical Consulting | |||||
| 1739 Athol Road | SCHENECTADY | NY | 123082013 | Consulting | $343,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $394,197,553 | GovernmentGrantsAmt |
| All Other Contributions | $299,226,685 | AllOtherContributionsAmt |
| Total Contributions | $693,424,238 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT FEES | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $323,205 | TotalRevenueColumnAmt |
| Exclusion | $323,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $323,205 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,030,391 | TotalRevenueColumnAmt |
| Exclusion | $3,030,391 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,980,200 | TotalRevenueColumnAmt |
| Exclusion | $5,980,200 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $245,216,142 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $244,075,722 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,140,420 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,140,420 | TotalRevenueColumnAmt |
| Exclusion | $1,140,420 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $703,898,454 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,474,216 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,998 | TotalAmt |
| Management And General | $405,998 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,862,582 | TotalAmt |
| Program Services | $102,594,435 | ProgramServicesAmt |
| Management And General | $16,268,147 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,134,083 | TotalAmt |
| Program Services | $19,075,306 | ProgramServicesAmt |
| Management And General | $3,058,777 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,180,632 | TotalAmt |
| Program Services | $22,110,787 | ProgramServicesAmt |
| Management And General | $4,069,845 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,224,090 | TotalAmt |
| Program Services | $7,079,016 | ProgramServicesAmt |
| Management And General | $1,145,074 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,776 | TotalAmt |
| Program Services | $120,232 | ProgramServicesAmt |
| Management And General | $190,544 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,900 | TotalAmt |
| Management And General | $171,900 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,268 | TotalAmt |
| Management And General | $368,268 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,684,463 | TotalAmt |
| Program Services | $1,095,575 | ProgramServicesAmt |
| Management And General | $588,888 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,447,159 | TotalAmt |
| Program Services | $15,475,370 | ProgramServicesAmt |
| Management And General | $971,789 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,200,300 | TotalAmt |
| Program Services | $649,973 | ProgramServicesAmt |
| Management And General | $550,327 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,768,101 | TotalAmt |
| Program Services | $2,768,101 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,246,818 | TotalAmt |
| Program Services | $16,103 | ProgramServicesAmt |
| Management And General | $4,230,715 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,660,198 | TotalAmt |
| Program Services | $4,619,579 | ProgramServicesAmt |
| Management And General | $40,619 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $936,166 | TotalAmt |
| Program Services | $932,424 | ProgramServicesAmt |
| Management And General | $3,742 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,173 | TotalAmt |
| Management And General | $660,173 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,226 | TotalAmt |
| Management And General | $605,226 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM COSTS | $387,784,961 | $387,784,961 | |
| SUBCONTRACTS | $81,560,782 | $81,223,013 | $337,769 |
| TUITION TRAINING & PROF DUES | $1,407,858 | $1,353,303 | $54,555 |
| PRINTING & PUBLICATIONS | $1,102,741 | $546,364 | $556,377 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,518,343 | TotalAmt |
| Program Services | $17,265,270 | ProgramServicesAmt |
| Management And General | $253,073 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,241,618 | TotalAmt |
| Program Services | $664,709,812 | ProgramServicesAmt |
| Management And General | $34,531,806 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,047,593 | BOYAmt |
| EOY | $137,061,308 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,573,999 | BOYAmt |
| EOY | $67,884,798 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,746 | BOYAmt |
| EOY | $1,097,650 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,579 | BOYAmt |
| EOY | $323,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,566,928 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,467,889 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,678,699 | BOYAmt |
| EOY | $1,099,039 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,319,188 | BOYAmt |
| EOY | $273,221,968 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,812,021 | BOYAmt |
| EOY | $52,146,614 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,384,825 | BOYAmt |
| EOY | $532,834,820 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,975,224 | BOYAmt |
| EOY | $153,403,388 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,980,256 | BOYAmt |
| EOY | $274,124,254 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,812,021 | BOYAmt |
| EOY | $52,146,614 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,767,501 | BOYAmt |
| EOY | $479,674,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,617,324 | BOYAmt |
| EOY | $53,160,564 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,617,324 | BOYAmt |
| EOY | $53,160,564 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,384,825 | BOYAmt |
| EOY | $532,834,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,656,836 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,281,491 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,604,913 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $610,046,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $657,811,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $656,750,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $658,452,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $693,424,238 | CurrentTaxYearAmt |
| Total | $3,276,485,313 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $610,046,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $657,811,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $656,750,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $658,452,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $693,424,238 | CurrentTaxYearAmt |
| Total | $3,276,485,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,276,485,313 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,470,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,880,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,863,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,636,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,565,695 | CurrentTaxYearAmt |
| Total | $27,416,452 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,303,901,765 | TotalSupportAmt |
| Public Support CY170 | 0.99170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99091 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $661,068 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,853 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $666,921 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | 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 |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $318,858 | OtherCostOrOtherBasisAmt |
| Depreciation | $193,799 | DepreciationAmt |
| Book Value | $125,059 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,994,923 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,252,393 | DepreciationAmt |
| Book Value | $742,530 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $1,099,039 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND - SEE PART XIII | Desc |
| Book Value | $52,146,614 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $52,146,614 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND - SEE PART XIII | Desc |
| Amt | $52,146,614 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $52,146,614 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $703,411,844 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,281,491 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,281,491 | RevenueNotReportedAmt |
| Revenue Subtotal | $701,130,353 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,768,101 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,768,101 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $703,898,454 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $689,868,604 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$6,604,913 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$6,604,913 | ExpensesNotReportedAmt |
| Expenses Subtotal | $696,473,517 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,768,101 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,768,101 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $699,241,618 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 And 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. |
| Part XI, Line 4b And Part XII, Line 4b | ROYALTIES PAID TO INVENTORS $2,768,101. |
| Part XII Line 2d | POST RETIREMENT OBLIGATIONS OTHER THAN NET PERIODIC POST RETIREMENT BENEFIT COST PER AUDITED FINANCIAL STATEMENTS $6,604,913 |
| Part X Line 2 | The Corporation follows the provisions of ASC 740-10, Accounting for Uncertainty in Income Taxes. Management has concluded that there are no material tax liabilities that need to be recorded for the years ended March 31, 2014 and 2013. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supplemental Information Detail | SupplementalInformationDetail |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | HIV QUALITY CARE TRAN | $264,642 |
| East Asia and the Pacific | 0 | 0 | Program Services | HIV QUALITY CARE TRNG | $330,654 |
| South America | 0 | 0 | Program Services | HIV QUALITY CARE TRNG | $150,924 |
| Sub-Saharan Africa | 0 | 0 | Program Services | HIV QUALITY CARE TRNG | $1,760,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,506,882 | SubtotalSpentAmt |
| Total Spent | $2,506,882 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1 LINE 3F | 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 (true) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 A MATTOX | ||||||||||||||
| DIRECTOR OF CORP FINANCE | $104,595 | $0 | $0 | $0 | $12,618 | $0 | $24,615 | $0 | $21,727 | $0 | $163,555 | $0 | $0 | $0 |
| BRUCE D AGINS MD MPH | ||||||||||||||
| RESEARCH PHYSICIAN | $159,209 | $0 | $0 | $0 | $10,634 | $0 | $35,667 | $0 | $20,691 | $0 | $226,201 | $0 | $0 | $0 |
| KIRSTEN B MOYSICH PHD | ||||||||||||||
| MEMBER | $150,284 | $0 | $11,054 | $0 | $17,500 | $0 | $37,556 | $0 | $19,033 | $0 | $235,427 | $0 | $0 | $0 |
| MARK F BRADY PHD | ||||||||||||||
| GOG DIRECTOR STATS | $161,122 | $0 | $0 | $0 | $20,330 | $0 | $38,105 | $0 | $19,686 | $0 | $239,243 | $0 | $0 | $0 |
| CHARLES J GONZALEZ MD | ||||||||||||||
| PUBLIC HEALTH PHYS. II | $153,807 | $0 | $0 | $0 | $0 | $0 | $37,123 | $0 | $19,771 | $0 | $210,701 | $0 | $0 | $0 |
| WILLIAM E ELGIE | ||||||||||||||
| GOG DIR. INFO TECHNOLOGY | $149,752 | $0 | $0 | $0 | $4,950 | $0 | $32,488 | $0 | $653 | $0 | $187,843 | $0 | $0 | $0 |
| BARBARA L RYAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $146,576 | $0 | $0 | $0 | $0 | $0 | $30,781 | $0 | $0 | $0 | $177,357 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III - Supplemental Information | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 990, Part I, #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: Implementation Support for State Demonstration to Improve Care for Medicare-Medicaid Enrollees Centers for Medicare & Medicaid Services The goal of this project is to fully develop the Fully-Integrated Duals Advantage (FIDA) program. New York will provide full dual eligible individuals with seamless access to all physical health, behavioral health, long-term support and services, a choice of plan and a choice of providers, with choices being facilitated by an independent, conflict-free enrollment broker. Grants to Support Health Insurance Rate Review and Increase Transparency in Health Care Pricing, Cycle III Centers for Medicare & Medicaid Services The goals of this project are to improve New York State's effective rate review (ERR) program and to enhance transparency by integrating New York State Department of Health pricing data, quality and efficiency metrics with New York State Department of Financial Services premium and rate filing information. Metabolic Mechanisms of Naphthalene Toxicity in Lung National Institute of Environmental Health Sciences The goal of this study is to define the key events that influence the risks of naphthalene-mediated lung toxicity in exposed individuals. Assessing Health Effects and Risk Factors after Hurricane Sandy in New York State Centers for Disease Control and Prevention This study will assess multiple health outcomes and risk factors in the aftermath of Hurricane Sandy in New York State. The findings will help guide the state, county, and community stakeholders to enhance recovery activities in the Sandy affected areas and to improve public health for future emergency response. |
| 990, Part III, #4a | The HIV Uninsured Care Programs provide medications and medical care to uninsured and underinsured New York State residents living with 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, as well as insurance continuation. 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 26,500 persons will be served in 2014-15. |
| 990, Part III, #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. HRI's Cancer Research Grant Portfolio supports a nationally recognized research enterprise at RPCI. 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 524 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 524 active projects totaling $92 million, of which $70 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 $100 million of revenue. |
| 990, Part III, #4c | Public Health and Health Care Emergency 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 2013-2014, Subject Matter Experts (SME) throughout NYSDOH were trained on roles and responsibilities during an emergency through existing bi-weekly subject matter lead meetings. This includes DOH and HR staff from the offices of: Center for Community Health (CCH), Center for Environmental Health (CEH), Office of Primary Care and Health Systems Management (OPCHSM). Accomplishment from this time period (4/1/13-3/31/14): " OHEP cross trained 45 staff on response roles including planning, logistics and operations. 2. NYSDOH OHEP continues to explore the need for new modes of 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 2013-2014, NYSDOH OHEP continues to ensure local jurisdictions improve on their abilities to respond to an event requiring Distribution and Dispensing of Medical Countermeasure (MCM). Accomplishment from this time period (4/1/13-3/31/14): " NYSDOH/HRI staff conducted four (4) two-day regional training sessions in September 2013, on Mass Antibiotic Dispensing. The goal of the sessions was to provide Point of Dispensing (POD) managers, local and state planners and POD staff members with skills and tools necessary to effectively and efficiently dispense medications during a public health emergency. A total of 117 LHD staff participated. " Conducted two (2) online MCM Material Management, Distribution and Dispensing Courses, in October 2013. A total of 93 LHD staff participated. " Conducted monthly MCM Clinical Operations informational sessions with an average monthly participation of 108 participants. Topics included: Legal Issues and MCM, Whole Community Inclusion, Multi-year Training and Exercise Planning and Vaccine Management. 3. NYSDOH/HRI will 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 time period 4/1/13-3/31/14: " Replaced 800 ventilator batteries in the MERC. " 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. " Deployed 12,000 surgical masks to 13 regional and district offices to be compliant with the Department's policy requiring all NYSDOH staff to wear a surgical mask at a regulated facility if they did not receive the seasonal influenza vaccination once influenza is declared prevalent in the State. " Distributed 40 sharps containers, 1,000 needles and 1,500 syringes to three (3) LHDs to support Tetanus, Diphtheria and Pertussis (TDAP) clinics in response to severe flooding in July 2013. 4. NYSDOH/HRI continues to support informatics infrastructure in order to provide 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 4/1/13-3/31/14: " Conducted a Sharepoint application training with 50 participants from New York City Department of Health and Mental Hygiene (NYCDOHMH), New York State Office of Mental Health (NYSOMH), Fire Department of New York (FDNY), Greater New York Hospital Association (GNYHA), New York City Office of Emergency Management (NYCOEM), Veterans Affairs (VA), Regional Emergency Medical Services Council of New York City (REMSCO), New York City Health and Hospitals Corporation (NYCHHC). The purpose of the training was to assure the sharing of relevant and timely incident information and data and unified messages to support situational awareness and a Common Operating Picture (COP). " In July 2013, as part of the functional Coastal Fury Healthcare Evacuation Center (HEC) Exercise, the Bureau of Healthcom Network Systems Management (BHNSM) tested the new Sharepoint application to support healthcare facility evacuation operations. Over 70 participants from the following agencies tested the system, NYCDOHMH, NYSOMH, FDNY, GNYHA, NYCOEM, VA, REMSCO, NYCHHC. 5. Through NYSDOH and HRI funds are used to sustain and build the public health laboratory testing capability of the NYSDOH Wadsworth Center (WC), to include testing of clinical, environmental, food and water samples. In 2013-2014, laboratory testing will continue to be a priority area including sustaining laboratory testing, coordination and communication efforts and building additional capabilities. This will include: 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 New York State (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 time period 4/1/13-3/31/14: " Conducted routine and rapid confirmatory testing according to specified LRN protocols. " Participated in outreach activities to law enforcement and Hazmat to encourage routine communication with NYSDOH WC. This resulted in ample notification of a critical sample which allowed WC to prepare the laboratory and necessary reagents in advance of sample arrival and allowed WC to test and report sample results in a very short period of time, approximately 3.5 hours. " Conducted a drill to test: (1) timely reporting of laboratory staff after hours; (2) after hours specimen testing using surge staff. " Performed necessary testing for bio-threat agents according to CDC LRN protocols. " Demonstrated quicker reporting time of data to submitters and CDC LRN through use of WC Laboratory Information Management System (LIMS) and elimination of dual reporting through LRNM2 and double data entry. " The Wadsworth LRN-C laboratory received ten urine specimens on August 15 at 7:45 AM. Test findings were reported to CDC via Results Messenger that same day at 5:35 PM. WC placed a call to the CDC Emergency Operation Center (EOC) at the same time to report the number of confirmed positive exposure cases and the range of agent concentration detected. Performance confirmed WC emergency response capability for the timely reporting of case specimen findings. " The Wadsworth LRN-C laboratory accurately identified four (4) patients who were exposed to the warfare agent and performed well within specifications for analytical accuracy and precision for the quantification of sulfur mustard metabolite in |
| 990, Part III, #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 |
| 990, Part VI, Section B, #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 prior to filing. |
| 990, Part VI, Section B, #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. |
| 990, Part VI, Section B, #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. |
| 990, Part VI, Section C, #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. |
| 990, Part XI, #9 | Postretirement obligations other than net periodic postretirement benefit cost $6,604,913 Other changes in net assets $6,604,913 |
Comments