HUMAN SERVICES RESEARCH INSTITUTE INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- HUMAN SERVICES RESEARCH INSTITUTE INC (EIN 52-1039368)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-15
- IRS object ID
- 201102279349301040
- Schema version
- 2009v1.7
- 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 | 2011-08-15T09:53:24-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 South Street Suite 300 | AddressLine1 |
| City | Waltham | City |
| State | MA | State |
| ZIP Code | 02453 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521039368 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMAN SERVICES RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HUMA | NameControl |
| Phone | 6178760426 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02140 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VIRGINIA MULKERN | Name |
| Title | SENIOR VICE PRESIDENT | Title |
| Phone | 6178760426 | Phone |
| Date Signed | 2011-08-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Deborah A Hopkins | Name |
| Phone | 7815478800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | VIRGINIA MULKERN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02140 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11422879 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.HSRI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | CONDUCT RESEARCH AND STUDIES IN AREAS RELATED TO MENTAL AND SOCIAL DISABILITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 72 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 981566 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1530202 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6719342 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9863415 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13709 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3672 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 33719 | OtherRevenuePriorYear |
| Other Revenue Current Year | 25590 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7748336 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11422879 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3899552 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4629063 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3806673 | OtherExpensePriorYear |
| Other Expenses Current Year | 6203454 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7706225 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10832517 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 42111 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 590362 | RevenuesLessExpensesCY |
| Total Assets BOY | 2532105 | TotalAssetsBOY |
| Total Assets EOY | 3161675 | TotalAssetsEOY |
| Total Liabilities BOY | 1820363 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1855752 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 711742 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1305923 | NetAssetsOrFundBalancesEOY |
| Mission Description | CONDUCT RESEARCH AND STUDIES FUNDED BY PUBLIC AGENCIES IN AREAS RELATED TO HUMAN MENTAL AND SOCIAL HEALTH | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5583713 | Expense |
| Revenue | 5632517 | Revenue |
| Description | THE DACCC (DATA ANALYSIS COORDINATION AND CONSOLIDATION CENTER) SERVES AS A CENTRALIZED RESOURCE FOR THE SUBSTANCE ABUSE PREVENTION DATA AND ANALYSIS TO MEET INCREASING FEDERAL AGENCY NEEDS FOR ACCOUNTABILITY AND PROGRAM PERFORMANCE MONITORING. IT IS INTENDED TO: SERVE AS CSAP'S ANALYTIC ARM AND DATA QUALITY ASSURANCE MECHANISM, DEVELOP HELPFUL PRODUCTS BASED ON THOSE ANALYSES THAT TARGET DIFFERENT AUDIENCES, PROMOTE THE USE OF RELIABLE AND VALID INSTRUMENTS INCLUDING THE USE OF COMMON DATA DEFINITIONS AND MEASURES SUCH AS BUT NOT LIMITED TO NOMS, GPRA, AND PART REQUIREMENTS. THIS RESOURCE WILL CONTINUE TO HELP ENSURE THAT SUBSTANCE ABUSE INITIATIVES ADEQUATELY ADDRESS THE NATION'S NEEDS AND PROMOTE SCIENCE-BASED STRATEGIES AND ACTIVITIES FOR PARTICULAR POPULATIONS. ULTIMATELY, IT IS HOPED THAT THE DACCC WILL BECOME A RESOURCE FOR ALL PREVENTIONISTS WHO REQUIRE ANALYTIC RESULTS IN VARIOUS FORMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 801692 | Expense |
| Revenue | 450748 | Revenue |
| Description | HSRI is continuing to coordinate a second five-year evaluation of Ohio's Title IV-E Waiver, which utilizes managed care strategies to reform local child welfare systems. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 419577 | Expense |
| Revenue | 339190 | Revenue |
| Description | Piedmont Behavioral Health - HSRI is Implementing a SIS informed resource allocation system for adults and children at PBH in North Carolina as a model for CMS and NC. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3077822 | Expense |
| Revenue | 3466550 | Revenue |
| Description | The project objectives are to: 1) determine the extent to which mental health systems have been transformed and become recovery-based, both in the long term and as transformation progresses; 2) determine the extent to which transformation results in changes in mental health consumer recovery, both in the long term and as transformation progress; 3) document the factors that contribute to successful transformation, provide useful information regarding the aspects of transformation that are and are not working to grantees as the program progresses, and document compelling examples of successful transformation that demonstrate the effectiveness of the MHT SIG program; 4) assist the MHT SIG program in satisfying GPRA requirements to set annual performance targets and monitor the degree to which set targets are met; 5) determine the extent to which transformation results in changes in client outcomes, as measured by SAMHSA's National Outcome Measures (NOMs), both in the long term and as transformation progresses; 6) demonstrate the cost-efficiency of the MHT SIG program. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3077822 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 3466550 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9882804 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 72 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA EDWARDS FINANCIAL MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6178760426 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02140 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| VIRGINIA MULKERN | |||||||
| SR. VICE PRESIDENT | 40.00 | X | X | 163017 | 0 | 18749 | |
| JOHN AGOSTA | |||||||
| SR. VICE PRESIDENT/TREASUR | 40.00 | X | X | 143530 | 0 | 14888 | |
| H STEPHEN LEFF | |||||||
| CLERK/SECRETARY | 40.00 | X | X | 163440 | 0 | 9049 | |
| JOSEPH BEVILACQUA | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| BERYL RADIN | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| JOHN H NOBLE JR | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| PETER WILLIAMS | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| LIZ OBERMAYER WEINTRAUB | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| SUSAN HAVERCAMP | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| CATHY FICKER TERRILL | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| ALAN R RABIDEAU | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| DAVE NETHAWAY | |||||||
| VP OF TECHNOLOGY | 40.00 | X | 86062 | 0 | 5157 | ||
| DAVID HUGHES | |||||||
| VP OF OPERATIONS | 40.00 | X | 103314 | 0 | 6120 | ||
| VALERIE BRADLEY | |||||||
| PRESIDENT | 40.00 | X | 166359 | 0 | 10900 | ||
| MADELINE KIMMICH | |||||||
| SR. PROJECT DIRECTOR | 40.00 | 133813 | 0 | 13976 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 959535 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 78839 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DATACORP | |||||
| 2 RICHMOND SQUARE | PROVIDENCE | RI | 02906 | CONSULTING | 1528663 |
| rmc research | |||||
| 1501 WILSON BLVD SUITE 1250 | ARLINGTON | VA | 22209 | CONSULTING | 662264 |
| WESTAT | |||||
| PO BOX 1004 | ROCKVILLE | MA | 20850 | CONSULTING | 464921 |
| BURNS AND ASSOCIATES INC | |||||
| 3030 NORTH THIRD ST SUITE 200 | PHOENIX | AZ | 85012 | CONSULTING | 434625 |
| THE CDM GROUP | |||||
| 7500 OLD GEORGETOWN ROAD SUITE 900 | BETHESDA | MD | 20814 | CONSULTING | 204590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 1530202 | GovernmentGrants |
| Total Contributions | 1530202 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | contracts | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9863415 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9863415 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9863415 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3672 | TotalRevenueColumn |
| Exclusion | $3,672 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICATIONS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 25590 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25590 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 25590 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11422879 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9889005 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,672 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833439 | Total |
| Program Services | 656362 | ProgramServices |
| Management And General | 177077 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2599256 | Total |
| Program Services | 2049241 | ProgramServices |
| Management And General | 550015 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119137 | Total |
| Program Services | 90543 | ProgramServices |
| Management And General | 28594 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 780825 | Total |
| Program Services | 590394 | ProgramServices |
| Management And General | 190431 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296406 | Total |
| Program Services | 225269 | ProgramServices |
| Management And General | 71137 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9871 | Total |
| Management And General | 9871 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38193 | Total |
| Management And General | 38193 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18392 | Total |
| Program Services | 548 | ProgramServices |
| Management And General | 17844 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242062 | Total |
| Program Services | 145216 | ProgramServices |
| Management And General | 96846 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281120 | Total |
| Management And General | 281120 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 384814 | Total |
| Program Services | 332397 | ProgramServices |
| Management And General | 52417 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104648 | Total |
| Program Services | 75161 | ProgramServices |
| Management And General | 29487 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7296 | Total |
| Management And General | 7296 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUBCONTRACTORS | 4833131 | 4767162 | 65969 |
| COMPUTER | 104910 | 17625 | 87285 |
| MISCELLANEOUS | 75520 | 798 | 74722 |
| REPAIRS AND MAINTENANCE | 49707 | 49707 | |
| EQUIPMENT RENTAL | 41441 | 41441 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12349 | Total |
| Program Services | 932088 | ProgramServices |
| Management And General | -919739 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10832517 | Total |
| Program Services | 9882804 | ProgramServices |
| Management And General | 949713 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 576929 | BOY |
| EOY | 462900 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1768383 | BOY |
| EOY | 2476930 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22584 | BOY |
| EOY | 13887 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 258892 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 198624 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25802 | BOY |
| EOY | 60268 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79916 | BOY |
| EOY | 88922 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58491 | BOY |
| EOY | 58768 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2532105 | BOY |
| EOY | 3161675 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 742912 | BOY |
| EOY | 1205826 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1077451 | BOY |
| EOY | 649926 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1820363 | BOY |
| EOY | 1855752 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 711742 | BOY |
| EOY | 1305923 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 711742 | BOY |
| EOY | 1305923 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2532105 | BOY |
| EOY | 3161675 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4938892 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6475243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3637581 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 981566 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1530202 | CurrentTaxYear |
| Total | 17563484 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31752 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32380 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4260761 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6753061 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9889005 | CurrentTaxYear |
| Total | 20966959 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4970644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6507623 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7898342 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7734627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11419207 | CurrentTaxYear |
| Total | 38530443 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 38530443 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2079 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3475 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3650 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13709 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3672 | CurrentTaxYear |
| Total | 26585 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2079 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3475 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3650 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13709 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3672 | CurrentTaxYear |
| Total | 26585 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4972723 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6511098 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7901992 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7748336 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11422879 | CurrentTaxYear |
| Total | 38557028 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99930 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99920 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00070 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00080 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 258892 | OtherCostOrOtherBasis |
| Depreciation | 198624 | Depreciation |
| Book Value | 60268 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 60268 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCED BILLING | $475,337 |
| ACCRUED EXPENSES | $174,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 649926 | TotalOfAmounts |
| Total Revenue | 11422879 | TotalRevenue |
| Total Expenses | 10832517 | TotalExpenses |
| Excess Or Deficit For Year | 590362 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5723 | NetUnrealizedGLOnInvestments |
| Other | -$1,904 | OtherAmount |
| Total Adjustments | 3819 | TotalAdjustments |
| Excess Or Deficit Per FS | 594181 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11428602 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5723 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 5723 | RevenueNotRptdF990 |
| Revenue Subtotal | 11422879 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11422879 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10834421 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1904 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1904 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10832517 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10832517 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | DEPRECIATION ON FINANCIALS NOT ON 990: -1904. |
| Part XIII, Line 2d - Other Adjustments: | DEPRECIATION EXPENSE |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VIRGINIA MULKERN | |||||||||||||
| 163017 | 0 | 0 | 0 | 0 | 0 | 8151 | 0 | 10598 | 0 | 181766 | 0 | 0 | 0 |
| JOHN AGOSTA | |||||||||||||
| 143530 | 0 | 0 | 0 | 0 | 0 | 7176 | 0 | 7712 | 0 | 158418 | 0 | 0 | 0 |
| H STEPHEN LEFF | |||||||||||||
| 163440 | 0 | 0 | 0 | 0 | 0 | 8172 | 0 | 877 | 0 | 172489 | 0 | 0 | 0 |
| VALERIE BRADLEY | |||||||||||||
| 166359 | 0 | 0 | 0 | 0 | 0 | 8318 | 0 | 2582 | 0 | 177259 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VJS ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | OFFICE RENTAL | Relationship |
| Description Of Transaction | HSRI leases office space in Cambridge, MA from VJS Associates under a non-cancelable operating lease. VJS Associates is a related party, controlled by VALARIE BRADLEY AND H. STEPHEN LEFF, WHO ARE MEMBERS OF HSRI's senior management. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | TWO OF THE CURRENT BOARD MEMBERS OWN VJS ASSOCIATES, AN ENTITY WHICH LEASES OFFICE SPACE TO HSRI. |
| Form 990, Part VI, Section A, line 7a | MEMBERS OF THE BOARD ELECT OTHER MEMBERS OF THE GOVERNING BODY. |
| Form 990, Part VI, Section A, line 7b | DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY OTHER BOARD MEMBERS. |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY MANAGEMENT AND THE BOARD. REVISIONS, CORRECTIONS, ETC. ARE MADE AS NECESSARY. ONCE ALL ARE SATISFIED WITH THE FORM, IT IS FINALIZED AND A COPY IS SENT TO ALL BOARD MEMBERS. |
| Form 990, Part VI, Section B, line 12c | All corporate officers and Board members are required to sign and update periodically, a conflict of interest certificate and disclosure form. Each time a staff person receives anything of value as part of their work, they are required to disclose the following to their Supervisor:1. The name of the person giving the gift 2. The nature of the gift. 3. The value of the gift 4. The circumstances surrounding the receipt of the gift. If questions arise concerning a possible conflict of interest, employees are expected to request advice from their supervisor. |
| Form 990, Part VI, Section B, line 15 | EVERY THREE YEARS THE ORGANIZATION USES AN OUTSIDE CONSULTING FIRM TO REVIEW THE SALARIES OF ALL THE EMPLOYEES INCLUDING CORPORATE STAFF AND KEY EMPLOYEES. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE AT THE SECRETARY OF STATES OFFICE. THE ANNUAL FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL FILING WITH THE STATE ATTORNEY GENERAL AND ARE AVAILABLE FOR PUBLIC INSPECTION AT THAT OFFICE. THEY ARE ALSO AVAILABLE ON GUIDESTAR.THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC AS IT DOES NOT BELIEVE THAT A PUBLIC PURPOSE WOULD BE SERVED BY DOING SO. |
Schedule R IRS990ScheduleR
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VJS ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | J | TransactionType |
| Amount Involved | 92004 | AmountInvolved |
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