HEALTH RESEARCH INCORPORATED ELIZABETH WOOD: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH RESEARCH INCORPORATED ELIZABETH WOOD (EIN 14-1402155)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-08-15
- IRS object ID
- 201232289349301643
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T10:47:07-05:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141402155 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health Research Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CHERYL MATTOX | InCareOfName |
| Name Control | HEAL | NameControl |
| Phone | 5184311200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Riverview Center 150 Broadway | AddressLine1 |
| City | Menands | City |
| State | NY | State |
| ZIP Code | 122042719 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARYBETH HEFNER | Name |
| Title | SECRETARY/TREASURER | Title |
| Date Signed | 2012-08-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5184274600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BARBARA L RYAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 818350857 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HEALTHRESEARCH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2799 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 657811974 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 656750591 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 255882 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 329148 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1552180 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1443808 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5517016 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5666481 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 665137052 | TotalRevenuePriorYear |
| Total Revenue Current Year | 664190028 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 173395904 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 182328679 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 484489723 | OtherExpensePriorYear |
| Other Expenses Current Year | 477573590 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 657885627 | TotalExpensesPriorYear |
| Total Expenses Current Year | 659902269 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7251425 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4287759 | RevenuesLessExpensesCY |
| Total Assets BOY | 399232228 | TotalAssetsBOY |
| Total Assets EOY | 444518104 | TotalAssetsEOY |
| Total Liabilities BOY | 374943683 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 430881552 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24288545 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13636552 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ADMINISTER GIFTS AND GRANTS IN KEEPING WITH THE RESEARCH, PREVENTION AND TREATMENT PURPOSE OF THE NYS DEPARTMENT OF HEALTH, THE ROSWELL PARK CANCER INSTITUTE CORPORATION AND OTHER PUBLIC AND PRIVATE ENTITIES ALSO INCLUDING INTELLECTUAL PROPERTY MANAGEMENT AND TECHNOLOGY TRANSFER. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 401778340 | Expense |
| Description | HIV UNINSURED CARE PROGRAMS See Schedule O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 109261506 | Expense |
| Description | Cancer Research See Schedule O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21118639 | Expense |
| Description | Public Health Emergency Preparedness (BT) and Hospital Preparedness See Schedule O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 93310811 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 625469296 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 408 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2799 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHERYL MATTOX | NamePerson |
| Telephone Number | 5184311200 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (18 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per WeekAverageHoursPerWeek | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES E DERING ESQ | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| VAL S GRAY | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| DALE L MORSE MD MS | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| MAGDELENA RAMIREZ | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| MICHAEL B SEXTON ESQ | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| BRIAN C SPRINGER MHA | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| DONALD L TRUMP MD | |||||||
| DIRECTOR | X | 0 | 0 | 4014 | |||
| LAWRENCE S STURMAN MD PHD | |||||||
| DIRECTOR | X | 57822 | 0 | 0 | |||
| NIRAV R SHAH MD MPH | |||||||
| PRESIDENT | 0 | 0 | 0 | X | |||
| SUE E KELLY | |||||||
| VICE PRESIDENT | 0 | 0 | 0 | X | 0.0 | ||
| ROBERT W REED | |||||||
| SECRETARY/TREASURER | 0 | 0 | 0 | X | 0.0 | ||
| MICHAEL J NAZARKO | |||||||
| EXECUTIVE DIRECTOR | 132183 | 0 | 36334 | X | 38.0 | ||
| CHERYL A MATTOX | |||||||
| DIRECTOR OF CORP FINANCE | 106087 | 0 | 34989 | X | 38.0 | ||
| BRUCE D AGINS MD MPH | |||||||
| RESEARCH PHYSICIAN | 164028 | 0 | 42945 | 38.0 | X | ||
| KIRSTEN B MOYSICH PHD | |||||||
| MEMBER | 174860 | 0 | 44289 | 38.0 | X | ||
| MARK F BRADY PHD | |||||||
| GOG DIRECTOR STATS | 165043 | 0 | 42738 | 38.0 | X | ||
| CHARLES J GONZALEZ MD | |||||||
| PUBLIC HEALTH PHYS. II | 149970 | 0 | 45969 | 38.0 | X | ||
| MARY E REID PHD | |||||||
| ASSOC. MEMBER-CLINICAL RES | 134456 | 0 | 45717 | 38.0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1084449 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 296995 | TotalOtherCompensation |
| Number Individuals GT100 K | 71 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LINE OF SIGHT LLC | |||||
| 153 REGENT STREET SUITE 1040 | SARATOGA SPRINGS | NY | 12866 | CONSULTANT | 1049252 |
| AB SCIEX LLC | |||||
| 353 HATCH DRIVE | FOSTER CITY | CA | 94404 | CONSULTANT | 495312 |
| GCOM SOFTWARE INC | |||||
| 24 MADISON AVE EXT | ALBANY | NY | 12203 | CONSULTANT | 440440 |
| TROY WEB CONSULTING | |||||
| 71 MAPLE AVENUE | TROY | NY | 12180 | CONSULTANT | 401918 |
| WHITEMAN OSTERMAN HANNA | |||||
| ONE COMMERECE PLACE | ALBANY | NY | 12260 | LEGAL | 334625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
| Government Grants | 429917587 | GovernmentGrants |
| All Other Contributions | 226833004 | AllOtherContributions |
| Total Contributions | 656750591 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACT FEES | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 329148 | TotalRevenueColumn |
| Exclusion | $329,148 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 329148 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1476211 | TotalRevenueColumn |
| Exclusion | $1,476,211 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5666481 | TotalRevenueColumn |
| Exclusion | $5,666,481 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 154128426 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 154160829 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -32403 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -32403 | TotalRevenueColumn |
| Exclusion | -$32,403 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 664190028 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,439,437 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359264 | Total |
| Program Services | 57822 | ProgramServices |
| Management And General | 301442 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128565384 | Total |
| Program Services | 111565942 | ProgramServices |
| Management And General | 16999442 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18849299 | Total |
| Program Services | 16339392 | ProgramServices |
| Management And General | 2509907 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25409672 | Total |
| Program Services | 21871381 | ProgramServices |
| Management And General | 3538291 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9145060 | Total |
| Program Services | 7921182 | ProgramServices |
| Management And General | 1223878 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 852073 | Total |
| Program Services | 436683 | ProgramServices |
| Management And General | 415390 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162000 | Total |
| Management And General | 162000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302056 | Total |
| Management And General | 302056 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2278825 | Total |
| Program Services | 1749602 | ProgramServices |
| Management And General | 529223 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20556096 | Total |
| Program Services | 19556584 | ProgramServices |
| Management And General | 999512 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1942413 | Total |
| Program Services | 1412252 | ProgramServices |
| Management And General | 530161 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2608229 | Total |
| Program Services | 2608229 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4608914 | Total |
| Program Services | 7009 | ProgramServices |
| Management And General | 4601905 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5018056 | Total |
| Program Services | 4909070 | ProgramServices |
| Management And General | 108986 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1506296 | Total |
| Program Services | 1496650 | ProgramServices |
| Management And General | 9646 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 702396 | Total |
| Management And General | 702396 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 654020 | Total |
| Management And General | 654020 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROGRAM COSTS | 311876499 | 311876499 | |
| TUITION TRAINING & PROF DUES | 1539561 | 1497670 | 41891 |
| SUBCONTRACTS | 106883176 | 105033260 | 1849916 |
| PRINTING & PUBLICATIONS | 1097159 | 511423 | 585736 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14985821 | Total |
| Program Services | 16618646 | ProgramServices |
| Management And General | -1632825 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 659902269 | Total |
| Program Services | 625469296 | ProgramServices |
| Management And General | 34432973 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54156224 | BOY |
| EOY | 176880027 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65079135 | BOY |
| EOY | 69543345 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436214 | BOY |
| EOY | 670483 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 349299 | BOY |
| EOY | 314996 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5476670 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3139234 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2988750 | BOY |
| EOY | 2337436 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217645535 | BOY |
| EOY | 138693048 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57577071 | BOY |
| EOY | 56078769 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 399232228 | BOY |
| EOY | 444518104 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153634454 | BOY |
| EOY | 176161528 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163732158 | BOY |
| EOY | 198641255 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57577071 | BOY |
| EOY | 56078769 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374943683 | BOY |
| EOY | 430881552 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24288545 | BOY |
| EOY | 13636552 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24288545 | BOY |
| EOY | 13636552 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 399232228 | BOY |
| EOY | 444518104 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4287759 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -14939752 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 540506665 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 594470364 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 610046508 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 657811974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 656750591 | CurrentTaxYear |
| Total | 3059586102 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 540506665 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 594470364 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 610046508 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 657811974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 656750591 | CurrentTaxYear |
| Total | 3059586102 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3059586102 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10079239 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8309885 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5470009 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4880630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4863611 | CurrentTaxYear |
| Total | 33603374 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3093189476 | TotalSupport |
| Public Support Pertcentage170 | 0.98914 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98760 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 671499 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3728 | InvestmentEarningsOrLosses |
| Other Expenditures | 36827 | OtherExpenditures |
| Administrative Expenses | 16244 | AdministrativeExpenses |
| End Of Year Balance | 622156 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 666921 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4739 | InvestmentEarningsOrLosses |
| Other Expenditures | 140 | OtherExpenditures |
| Administrative Expenses | 21 | AdministrativeExpenses |
| End Of Year Balance | 671499 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 661068 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5853 | InvestmentEarningsOrLosses |
| End Of Year Balance | 666921 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 647819 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 13249 | InvestmentEarningsOrLosses |
| End Of Year Balance | 661068 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 231450 | OtherCostOrOtherBasis |
| Book Value | 231450 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21697 | OtherCostOrOtherBasis |
| Depreciation | 21697 | Depreciation |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 318858 | OtherCostOrOtherBasis |
| Depreciation | 130027 | Depreciation |
| Book Value | 188831 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4904665 | OtherCostOrOtherBasis |
| Depreciation | 2987510 | Depreciation |
| Book Value | 1917155 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 2337436 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY FUND - SEE PART XIV | Description |
| Book Value | 56078769 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 56078769 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY FUND - SEE PART XIV | Description |
| Amount | $56,078,769 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 56078769 | TotalOfAmounts |
| Total Revenue | 664190028 | TotalRevenue |
| Total Expenses | 659902269 | TotalExpenses |
| Excess Or Deficit For Year | 4287759 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4298 | NetUnrealizedGLOnInvestments |
| Other | -$14,944,050 | OtherAmount |
| Total Adjustments | -14939752 | TotalAdjustments |
| Excess Or Deficit Per FS | -10651993 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 661586097 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4298 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4298 | RevenueNotRptdF990 |
| Revenue Subtotal | 661581799 | RevenueSubtotal |
| Other Revenues Not Included | 2608229 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2608229 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 664190028 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 672238090 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 14944050 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 14944050 | ExpensesNotRptdF990 |
| Expenses Subtotal | 657294040 | ExpensesSubtotal |
| Other Expenses Not Included | 2608229 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2608229 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 659902269 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 <And> Part XIII, Line 2d | POST RETIREMENT OBLIGATIONS OTHER THAN NET PERIODIC POST RETIREMENT BENEFIT COST PER AUDITED FINANCIAL STATEMENTS. $(14,944,050.) |
| Part XII, Line 4b <And> Part XIII, Line 4b | ROYALTIES PAID TO INVENTORS. $2,608,229. |
| 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 THE 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. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | HIV QUALITY CARE TRNG | 174898 |
| East Asia and the Pacific | 0 | 0 | Program Services | HIV QUALITY CARE TRNG | 49920 |
| South America | 0 | 0 | Program Services | HIV QUALITY CARE TRNG | 84133 |
| Sub-Saharan Africa | 0 | 0 | Program Services | HIV QUALITY CARE TRNG | 1588506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1897457 | SubtotalAmountSpent |
| Total Amount Spent | 1897457 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART 1 LINE 3F | Identifier |
| Explanation | ALL EXPENDITURES ARE REPORTED ON THE ACCRUAL BASIS AND INCLUDE BOTH DIRECT AND INDIRECT EXPENSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL J NAZARKO | |||||||||||||
| 132183 | 0 | 0 | 0 | 0 | 0 | 20885 | 0 | 15449 | 0 | 168517 | 0 | 0 | 0 |
| BRUCE D AGINS MD MPH | |||||||||||||
| 153931 | 0 | 0 | 0 | 10097 | 0 | 25916 | 0 | 17029 | 0 | 206973 | 0 | 0 | 0 |
| KIRSTEN B MOYSICH PHD | |||||||||||||
| 137626 | 0 | 20734 | 0 | 16500 | 0 | 27628 | 0 | 16661 | 0 | 219149 | 0 | 0 | 0 |
| MARK F BRADY PHD | |||||||||||||
| 146398 | 0 | 0 | 0 | 18645 | 0 | 26077 | 0 | 16661 | 0 | 207781 | 0 | 0 | 0 |
| CHARLES J GONZALEZ MD | |||||||||||||
| 149970 | 0 | 0 | 0 | 0 | 0 | 28340 | 0 | 17629 | 0 | 195939 | 0 | 0 | 0 |
| MARY E REID PHD | |||||||||||||
| 126811 | 0 | 7645 | 0 | 0 | 0 | 25501 | 0 | 20216 | 0 | 180173 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part III - Supplemental Information | Identifier |
| Explanation | Part I, #1a - Health and social club dues The Buffalo Club is a membership only organization that is used by the HRI Roswell Park Division and the Buffalo Business community. The organization functions as a meeting and event location for Buffalo Business, Academic and Civic Leaders. The club allows for private meetings or functions which call for a central location. Dr. Trump is the named member of the Buffalo Club. Roswell Park uses this location for several types of business activities which directly benefit HRI. The primary use by Roswell Park is for high level scientific and clinical recruitment. Recruitment candidates are interviewed in a professional, private and historic setting. Candidates are brought in from around the world. If successfully recruited many candidates would have a joint appointment with one of HRI's partners in the Buffalo Niagara Medical Area. This venue allows for representatives of collaborative organizations to meet in one consistent discrete location with the prospective candidates. The Buffalo Club is in close proximity to the Roswell Park campus and local hotels. On average, the Buffalo Club is used by the Roswell Park Division 50-75 times per year to host these faculty recruitment activities. The Buffalo club is not used for personal uses. 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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: Public Health Immunization Infrastructure and Performance Project Centers for Disease Control and Prevention This project has several goals, including enhancing interoperability between electronic health records and immunization information systems, development of a vaccine ordering module, and the implementation of strategic plans for billing for immunization services. $2.5 million over two years. Focused Ion Beam Milling for Cryo-Electron Tomography National Institute of General Medical Sciences This research project will develop Cryo-Focused Ion Beam Milling into a practical, reliable tool for biological Cryo-electron Tomography and to enable the researcher to capture regions of interest in the specimen by correlative light and electron microscopy. $2.8 million over five years. NYS National Environmental Public Health Tracking Program - Network Implementation Centers for Disease Control and Prevention This project will maintain and further develop a statewide Environmental Public Health Tracking Network (EPHTN) which, in turn, will support the nationwide EPHTN. This project will also track State-level Nationally Consistent Data Measures (NCDM) and development of new national and state developed measures. The development, linkage, and analysis of NCDM will assist with understanding the potential association between health and the environment; assist with evaluating the impact of public health interventions; and aid tracking progress towards Health People 2020 objectives. $3.3 million over three years. |
| 990, Part III, #4a | Federally Funded HIV AIDS Prevention and Care Programs The HIV Uninsured Care Programs provide medications and medical care to uninsured and underinsured New York State residents living with 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 108,000 individuals with HIV/AIDS have received services since program inception, and more than 24,500 persons will be served in 2012-13. |
| 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 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 IS THE ONLY NEW YORK STATE INSTITUTION OUTSIDE MANHATTAN IN THE TOP 50 CENTERS FOR CANCER CARE AND WAS RECOGNIZED AS "HIGH-PERFORMING" IN THE MEDICAL SPECIALTIES OF GYNECOLOGY, NEPHROLOGY, UROLOGY AND EAR, NOSE & THROAT. ADDITIONALLY, THE INSTITUTE HAS BEEN NAMED ONE OF THE EIGHT BEST HOSPITALS IN THE NATION FOR COMPLEX OR "EXTREMELY DIFFICULT" CANCER CASES BY AARP THE MAGAZINE. HRI'S CANCER RESEARCH GRANT PORTFOLIO SUPPORTS A NATIONALLY RECOGNIZED RESEARCH ENTERPRISE AT RPCI. HRI'S SUPERIOR GRANTS ADMINISTRATION EXPERTISE AND ITS ABILITY TO ATTRACT HIGHLY QUALIFIED RESEARCH STAFF HAVE CONTRIBUTED TO THE CONTINUED UPWARD TRAJECTORY OF THE INSTITUTION AND ITS CANCER RESEARCH. IN 2011, HRI - ROSWELL PARK DIVISION SUBMITTED MORE THAN 400 NEW AND COMPETING APPLICATIONS TOTALLING MORE THAN $80 MILLION WITH A SUCCESS RATE OF 27.5%. HRI - ROSWELL PARK DIVISION RECEIVED ALMOST 200 PEER REVIEWED AWARDS TOTALLING MORE THAN $70 MILLION. IT IS ANTICIPATED THAT HRI WILL CONTINUE TO SUCCESSFULLY INCREASE THE SCIENTIFIC AND CLINICAL RESEARCH IN FUTURE YEARS. |
| 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 Office of Health Emergency Preparedness (OHEP). OHEP provides leadership and has the overall responsibility and authority to manage NYSDOH preparations, planning and response to disasters and other health emergencies. OHEP strategically uses grant funds that supports a matrix-based organization that leverages existing expertise and experience across NYSDOH programs, other state agencies, all 58 Local Health Departments in the state including New York City, state and local emergency managers, acute care hospitals, nursing homes, adult care facilities, the state Office of Emergency Management, and the private sector, to ensure a coordinated, integrated and comprehensive approach to all-hazards planning, response and recovery. OHEP is charged with developing and carrying out plans and procedures to ensure a rapid, comprehensive and effective response when disaster strikes. OHEP objectives are prioritized in alignment with the Federal program authorizing legislation, the Pandemic and All-Hazards Preparedness Act (PAHPA) of 2006. Objectives include: - Developed a comprehensive, flexible and scalable All Hazards Health Emergency Preparedness and Response Plan (HEPRP) that is the cornerstone of the NYSDOH's emergency planning and response. - Enhanced Regional and LHD epidemiology staff that conducts critical field work and developed/enhanced rapid internet epidemiologic reporting systems - Designed and implemented the Integrated Health Alert and Notification System (IHANS) that allows the NYSDOH to send and receive alerts, advisories and informational messages to all preparedness stakeholders through multiple and redundant means of communication. - Established the NYSDOH Wadsworth Center (WC) Public Health Laboratory as a Level 1 national surge asset for laboratory testing. - Established, manages and dispenses the State's Medical Countermeasure (MCM) stockpile and has integrated planning with LHDs to accept, manage, distribute and dispense assets to end points (hospitals, clinics, providers). - Developed a Continuity of Operations Plan (COOP) for the NYSDOH, and ensured that all LHDs have COOPs in place. - Conducted regular training sessions and exercises across the State and implemented recommendations from After Action Report and Improvement Plans (AAR/IP). Over the last several years all LHDs have prepared for and exercised mass vaccination plans. Program Accomplishments include: - Developed and implemented the Medical Emergency Response Inventory Tracking System (MERITS). MERITS is an electronic inventory management system that supports the Strategic National Stockpile Medical Equipment Response Cache (SNS/MERC) warehouse operations including processing orders, receiving, shipping, reporting, and keeping a master inventory of all assets. - Coordinated the NYSDOH's Incident Management System (IMS) for response to Hurricane Irene and Tropical Storm Lee which included evacuating 10,000 patients from healthcare facilities in flood zones, delivering 266,000 surgical masks and 40,000 pairs of surgical gloves, assisting in the provision of 6,000 tetanus shots, monitoring 160 community water systems, providing guidance to the public on mold abatement, food and water safety, and safe clean-up after the storm. - Developed an Outbreak Management Solution (OMS). OMS is used to track and manage communicable disease outbreaks and monitor the effectiveness of intervention strategies. Additionally, OMS is used for collecting information and data required to respond to federal performance measures of epidemiologic investigations and surveillance. - Designed, developed and implemented a Virtual Health Operations Center (VHOC) to collect and manage information necessary for situational awareness and executive decision making during emergencies. |
| 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 Science Office of Health Insurance Programs Office of Health Information Technology Office of Long Term Care 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 in 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, #5 | Net Unrealized Gain on Investments $ 4,298 Postretirement obligations other than net periodic postretirement benefit cost ($14,944,050) Other changes in net assets ($14,939,752) |
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