HEALTH RESEARCH INCORPORATED ELIZABETH WOOD: Form 990, tax year 2025
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- Organization
- HEALTH RESEARCH INCORPORATED ELIZABETH WOOD (EIN 14-1402155)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-08-11
- IRS object ID
- 202632239349300733
- Schema version
- 2025v4.2
- 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) |
|---|---|---|
| Return | 2026-08-11T10:03:30-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bonadio & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Wembley Ct | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141402155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH RESEARCH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 5184311200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Broadway 280 | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WOOD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5184311200 | PhoneNum |
| Signature | 2026-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Testo | PreparerPersonNm |
| PTIN | P01435881 | PTIN |
| Phone | 5184644080 | PhoneNum |
| Preparation | 2026-08-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH WOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Broadway 280 | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,437,101,583 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.healthresearch.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 2550 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,050,531,846 | PYContributionsGrantsAmt |
| CY Contributions Grants | $876,808,274 | CYContributionsGrantsAmt |
| PY Program Service Revenue | -$20,656 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | -$2,007 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,659,427 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,450,702 | CYInvestmentIncomeAmt |
| PY Other Revenue | $873,183 | PYOtherRevenueAmt |
| CY Other Revenue | $1,533,748 | CYOtherRevenueAmt |
| PY Total Revenue | $1,087,043,800 | PYTotalRevenueAmt |
| CY Total Revenue | $912,790,717 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $241,203,898 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $247,617,532 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $816,588,997 | PYOtherExpensesAmt |
| CY Other Expenses | $753,662,269 | CYOtherExpensesAmt |
| PY Total Expenses | $1,057,792,895 | PYTotalExpensesAmt |
| CY Total Expenses | $1,001,279,801 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $29,250,905 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$88,489,084 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $845,122,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $750,113,747 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $180,113,380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $175,857,278 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $665,009,354 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $574,256,469 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $616,146,672 | ExpenseAmt |
| Desc | Federally Funded HIV AIDS Prevention and Care ProgramsSee Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $101,873,162 | ExpenseAmt |
| Desc | PUBLIC HEALTH EMERGENCY PREPAREDNESS AND HOSPITAL PREPAREDNESSSee Schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $182,223,496 | ExpenseAmt |
| Desc | CANCER RESEARCH See Schedule O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $60,417,263 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $60,417,263 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $960,660,593 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 390 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2550 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teresa Makarowsky Controller | PersonNm |
| Phone | 5184311200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Broadway Suite 280 | AddressLine1Txt |
| City | Menands | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANDREW RUBY | |||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Russel Kuon | |||||||
| Director | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| TIM REYNOLDS CPA | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN P RUNKE ESQ | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MARY APPLEGATE | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL NAZARKO | |||||||
| VICE PRESIDENT | 2.50 | Yes (X) | Yes (X) | $10,500 | $0 | $0 | |
| JAMES V MCDONALD | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY BETH HEFNER | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| TERESA MAKAROWSKY | |||||||
| CORPORATE CONTROLLER | 38.00 | Yes (X) | $161,051 | $0 | $70,188 | ||
| ELIZABETH WOOD | |||||||
| EXECUTIVE DIRECTOR | 38.00 | Yes (X) | $190,252 | $0 | $72,193 | ||
| CHARLES J GONZALEZ | |||||||
| MEDICAL DIRECTOR, AI | 38.00 | $215,742 | $0 | $77,051 | Yes (X) | ||
| Warangkana sangchan | |||||||
| Public health physician ii board cert | 38.00 | $205,706 | $0 | $36,730 | Yes (X) | ||
| Hans Minderman | |||||||
| Facility Director, flow cytometry | 38.00 | $213,204 | $0 | $71,027 | Yes (X) | ||
| Sheila Jani Sait | |||||||
| Assistant Director, Cytogenetics | 38.00 | $232,089 | $0 | $74,888 | Yes (X) | ||
| THERESA HAHN | |||||||
| MEM. CANCER PREV. & CONTRO | 38.00 | $215,322 | $0 | $80,919 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,443,866 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $482,996 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 404 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PUBLIC CONSULTING GROUP LLC | |||||
| PO BOX 845308 | BOSTON | MA | 02284 | CONSULTANT | $14,615,491 |
| OPAD MEDIA SOLUTIONS LLC | |||||
| 1450 BROADWAY SUITE 902 | NEW YORK | NY | 10018 | CONSULTANT | $4,109,400 |
| PROLINK STAFFING SERVICES LLC | |||||
| 4600 MONTGOMERY RD SUITE 300 | CINCINNATI | OH | 45212 | STAFFING SERVICES | $1,215,071 |
| HODGSON RUSS LLP | |||||
| 140 Pearl St Suite 100 | BUFFALO | NY | 14202 | CONSULTANT | $597,368 |
| PHILIPS NORTH AMERICA LLC | |||||
| 15TH ST NW SUITE 510 | WASHINGTON | DC | 20005 | CONSULTANT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $411,926,466 | GovernmentGrantsAmt |
| All Other Contributions | $464,881,808 | AllOtherContributionsAmt |
| Total Contributions | $876,808,274 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | -$2,007 | TotalRevenueColumnAmt |
| Exclusion | -$2,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | -$2,007 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,938,002 | TotalRevenueColumnAmt |
| Exclusion | $23,938,002 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,533,748 | TotalRevenueColumnAmt |
| Exclusion | $1,533,748 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $534,823,566 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $524,310,866 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,512,700 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,512,700 | TotalRevenueColumnAmt |
| Exclusion | $10,512,700 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $912,790,717 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,982,443 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,485 | TotalAmt |
| Management And General | $506,485 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,571,553 | TotalAmt |
| Program Services | $159,958,240 | ProgramServicesAmt |
| Management And General | $21,613,313 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,716,669 | TotalAmt |
| Program Services | $19,985,338 | ProgramServicesAmt |
| Management And General | $2,731,331 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,211,100 | TotalAmt |
| Program Services | $27,307,755 | ProgramServicesAmt |
| Management And General | $3,903,345 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,611,725 | TotalAmt |
| Program Services | $10,192,200 | ProgramServicesAmt |
| Management And General | $1,419,525 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,997 | TotalAmt |
| Program Services | $511,993 | ProgramServicesAmt |
| Management And General | $325,004 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,100 | TotalAmt |
| Management And General | $157,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,912 | TotalAmt |
| Management And General | $78,912 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,754,511 | TotalAmt |
| Program Services | $13,874,209 | ProgramServicesAmt |
| Management And General | $880,302 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,615,171 | TotalAmt |
| Program Services | $32,176,485 | ProgramServicesAmt |
| Management And General | $438,686 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,845,196 | TotalAmt |
| Program Services | $2,152,710 | ProgramServicesAmt |
| Management And General | $1,692,486 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,768,378 | TotalAmt |
| Program Services | $59,213 | ProgramServicesAmt |
| Management And General | $3,709,165 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,476,542 | TotalAmt |
| Program Services | $2,444,796 | ProgramServicesAmt |
| Management And General | $31,746 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,011 | TotalAmt |
| Program Services | $920,022 | ProgramServicesAmt |
| Management And General | $5,989 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $941,180 | TotalAmt |
| Management And General | $941,180 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,587 | TotalAmt |
| Management And General | $759,587 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Program Costs | $512,464,087 | $512,464,087 | |
| Subcontracts | $137,555,955 | $137,284,013 | $271,942 |
| Transfer to RPCRC | $37,689,241 | $37,689,241 | |
| Printing and Publicatio | $2,617,166 | $1,653,937 | $963,229 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176,235 | TotalAmt |
| Program Services | $1,986,354 | ProgramServicesAmt |
| Management And General | $189,881 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,001,279,801 | TotalAmt |
| Program Services | $960,660,593 | ProgramServicesAmt |
| Management And General | $40,619,208 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,660,266 | BOYAmt |
| EOY | $187,494,421 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,671,383 | BOYAmt |
| EOY | $78,088,946 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,151,302 | BOYAmt |
| EOY | $1,878,407 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,185 | BOYAmt |
| EOY | $61,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,824,428 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,371,500 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,005,658 | BOYAmt |
| EOY | $4,452,928 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,082,497 | BOYAmt |
| EOY | $468,144,917 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,856,443 | BOYAmt |
| EOY | $9,992,496 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,122,734 | BOYAmt |
| EOY | $750,113,747 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,698,219 | BOYAmt |
| EOY | $128,246,344 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,558,718 | BOYAmt |
| EOY | $37,618,438 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,856,443 | BOYAmt |
| EOY | $9,992,496 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,113,380 | BOYAmt |
| EOY | $175,857,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,332,434 | BOYAmt |
| EOY | $269,671,904 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,676,920 | BOYAmt |
| EOY | $304,584,565 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,009,354 | BOYAmt |
| EOY | $574,256,469 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,122,734 | BOYAmt |
| EOY | $750,113,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$88,489,084 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,263,801 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,329,552,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $987,415,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,031,359,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,050,531,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $876,808,274 | CurrentTaxYearAmt |
| Total | $5,275,668,126 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,329,552,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $987,415,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,031,359,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,050,531,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $876,808,274 | CurrentTaxYearAmt |
| Total | $5,275,668,126 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,275,668,126 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,837,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,214,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,496,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,575,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,471,750 | CurrentTaxYearAmt |
| Total | $101,595,794 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,377,263,920 | TotalSupportAmt |
| Public Support CY170 | 0.98110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $472,544 | DepreciationAmt |
| Book Value | $103,481 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,997,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,365,993 | DepreciationAmt |
| Book Value | $631,348 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,251,062 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,532,963 | DepreciationAmt |
| Book Value | $3,718,099 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,452,928 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Agency Fund - See Part XIII | $3,589,990 |
| Operating Lease Liability | $6,402,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,992,496 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $910,526,916 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,263,801 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,263,801 | RevenueNotReportedAmt |
| Revenue Subtotal | $912,790,717 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $912,790,717 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,001,279,801 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,001,279,801 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,001,279,801 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 1 (3) | OPERATING LEASE LIABILITY $6,402,506 |
| PART X, LINE 1 (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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sheila Jani Sait | ||||||||||||||
| Assistant Director, Cytogenetics | $225,889 | $0 | $1,000 | $0 | $5,200 | $0 | $45,257 | $0 | $29,631 | $0 | $306,977 | $0 | $0 | $0 |
| THERESA HAHN | ||||||||||||||
| MEM. CANCER PREV. & CONTRO | $189,730 | $0 | $4,792 | $0 | $20,800 | $0 | $49,788 | $0 | $31,131 | $0 | $296,241 | $0 | $0 | $0 |
| CHARLES J GONZALEZ | ||||||||||||||
| MEDICAL DIRECTOR, AI | $215,742 | $0 | $0 | $0 | $0 | $0 | $42,070 | $0 | $34,981 | $0 | $292,793 | $0 | $0 | $0 |
| Hans Minderman | ||||||||||||||
| Facility Director, flow cytometry | $213,204 | $0 | $0 | $0 | $0 | $0 | $41,396 | $0 | $29,631 | $0 | $284,231 | $0 | $0 | $0 |
| ELIZABETH WOOD | ||||||||||||||
| EXECUTIVE DIRECTOR | $167,127 | $0 | $0 | $0 | $23,125 | $0 | $37,474 | $0 | $37,018 | $0 | $264,744 | $0 | $0 | $0 |
| Warangkana sangchan | ||||||||||||||
| Public health physician ii board cer | $204,706 | $0 | $1,000 | $0 | $0 | $0 | $35,527 | $0 | $1,203 | $0 | $242,436 | $0 | $0 | $0 |
| TERESA MAKAROWSKY | ||||||||||||||
| CORPORATE CONTROLLER | $160,296 | $0 | $0 | $0 | $755 | $0 | $35,696 | $0 | $34,492 | $0 | $231,239 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION THIS AMOUNT REPRESENTS EMPLOYEE CONTRIBUTIONS OF THEIR BASE COMPENSATION TO AN INDIVIDUAL DEFERRED COMPENSATION PLAN | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph A Hefner | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of director | RelationshipDescriptionTxt |
| Transaction | $108,953 | TransactionAmt |
| Transaction | Compensation | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1, Organization's Mission: | Building a healthier future for New York State and beyond through the delivery of funding and program support to further public health and research programs. Administer gifts and grants in keeping with the health research, prevention, and treatment purpose of the New York State Department of Health (NYSDOH), the Roswell Park Cancer Institute Corporation (RPCIC) and other health related public and private entities; also including intellectual property management and technology transfer. |
| 990, PART I, LINE 1, SIGNIFICANT ACTIVITIES | The following awards highlight a few of the newly sponsored projects that Health Research, Inc has received funding for during the reporting period: Therapeutic potential of mycobacteriophage LysB against Mycobacterium abscessus infections treatment regimen for non-tuberculous mycobacteria (NTMs), particularly the antibiotic-resistant species Mycobacterium abscessus. The project works to develop mycobacteriophage lysin B as a potent therapeutic against Mab infections to reduce the duration of antibiotic treatment and related toxicity. Designing the Future of Public Health Data and Surveillance for the Northeastern United States The Northeast Public Health Collaborative (the Collaborative) intends to design and pilot solutions to bridge public health surveillance gaps in the Northeast through a stepwise process of designing, implementing, and evaluating new collaborative approaches. This project aims to advance the design phase of that work by supporting the staffing and legal infrastructure of the Collaborative as well as its work with subject matter experts to identify essential metrics for monitoring and determine the approaches for efficient, rigorous, and valid continued measurement, across 2 priority domains. Assessing potency stability of whole cell pertussis (wP) The goal of this project is to evaluate dozens of different wP combination vaccines in an established mouse model for pathogen-specific antibody responses and immunity to Bordetella pertussis. Delamanid Resistance in index and household contact participants in the PHOENIx study The goal of this study is to examine resistance to delamanid and other novel and existing TB drugs among index cases and household contacts enrolled in the ACTG PHOENIx trial, to determine the prevalence and global distribution of resistance to TB medications. The proposed sub-study will test existing isolates and sputum samples from 1,000 participants, including approximately 900 index cases and 100 recently exposed close contacts of people with active TB disease who were enrolled at PHOENIx study sites. Mtb isolates and sputum samples (sediment) will be shipped from each respective site lab to Wadsworth Center in New York, USA, for culture, DNA extraction, whole genome sequencing, and MIC testing using custom plates developed by Thermo Fisher Scientific. New York State Essential Cooling Plan Initiative Under the Essential Plan Cooling Program, NY State of Health/HRI will provide eligible Essential Plan members with a free air conditioner to help keep their homes cool. The air conditioner will be delivered and installed by an approved vendor. This program is available to Essential Plan members with persistent asthma, meaning they experience symptoms of asthma (such as shortness of breath, wheezing, coughing attacks, chest tightness, or chest pain) much of the time or need daily medication for asthma to control their symptoms. This program is available to Essential Plan members throughout New York State. |
| 990, Part III, Line 4a. Federally Funded HIV AIDS Prevention and Care | New York State's Uninsured Care Programs (UCP) administer several major health access programs that support eligible individuals in obtaining medications, health insurance coverage, home care, and related health services. As of March 31, 2026, active program participation was as follows: ADAP: 17,224 ADAP+: 16,698 Home Care: 107 APIC: 4,977 During FY26, the UCP continued to administer high-volume program operations while also completing several significant programmatic and operational improvements. The UCP increased the percentage of participants with comprehensive health insurance coverage from 72% to 80%. Through the creation of an Insurance Enrollment Unit, the UCP identified and assisted 773 participants in transitioning from ADAP Plus to APIC, supporting access to comprehensive coverage through a more cost-effective program model. The UCP also implemented a disaster recovery site to strengthen business continuity and reduce the risk of service interruptions for participants, providers, and program operations. In addition, during the reporting period, 94% of active UCP participants with available viral load data achieved viral suppression, outperforming the most recently reported national ADAP viral suppression rate of 87% and reflecting the UCP's role in supporting access to effective HIV treatment. In FY27, the UCP plans to build on these accomplishments by advancing projects intended to improve communication, streamline documentation submission, and strengthen program administration. Planned initiatives include HIPAA-compliant text communication, enhancements to the documentation submission portal, and updates to eligibility requirements and related procedures to improve clarity, consistency, and participant access. |
| 990, Part III, Line 4b. PUBLIC HEALTH EMERGENCY AND HOSPITAL PREPAREDNESS | The Centers for Disease Control and Prevention (CDC) Public Health Emergency Preparedness (PHEP), the Administration for Strategic Preparedness and Response (ASPR) Hospital Preparedness Program (HPP), and ASPR Medical Reserve Corps State, Territory and Tribal Nations, Representative Organizations for Next Generation (MRC-STRONG) funding supports the efforts of the New York State Department of Health (NYSDOH) Office of Health Emergency Preparedness (OHEP). NYSDOH OHEP continues to work with the State Office of Emergency Management (State OEM) and other State Agencies, Local Health Departments (LHD) and private and public-sector partners to build a solid emergency preparedness and response foundation to respond to any crisis or emergent situation in the State. NYSDOH OHEP operates an integrated and comprehensive health emergency preparedness program, and these efforts can be categorized across several areas. 1. Planning and Assessment: NYSDOH OHEP in collaboration with its partners creates plans and conducts assessments to address different aspects or contingencies of health emergency preparedness. NYSDOH OHEP works collaboratively with stakeholders and internal/external partners such as Regional Offices (RO)s, LHDs, clinical advisors, and others to develop these plans and assessments. Accomplishments from the period 04/01/2025 to 03/31/2026: NYSDOH OHEP in collaboration with Health Care Coalition (HCC) Readiness and Response Coordinators completed a coalition level Readiness Assessment in conjunction with coalition partners by January 31, 2026, Budget Period (BP) 2. NYSDOH OHEP in collaboration with HCC Readiness and Response Coordinators completed a coalition level Hazard Vulnerability Assessment (HVA) in conjunction with coalition partners by December 31st, 2025 (BP2). NYSDOH OHEP collaborated with HCC Readiness and Response Coordinators in identifying and updating any planning gaps for all four (4) Health Emergency Preparedness Coalitions (HEPCs), Health Emergency Preparedness and Response Plans, Medical Surge Support Functional Annex, and Pediatric Surge Hazard Specific Annexes. The State Health Department staff in collaboration with the All-hazards Hazards Planning Workgroup, Emergency Support Function (ESF) partners and regional and local experts has updated a State Health Department Pediatric Surge Plan based on Risk Assessment priorities. State Health Department staff continues to collaborate with All- Hazards Planning Workgroup, ESF partners and regional and local experts to review and update the Pandemic Influenza plan. NYSDOH OHEP developed and deployed both cybersecurity and extended downtime assessments to the four (4) HEPC partners to complete both of these coalition assessments in BP. DHSES, Office of Emergency Management (OEM) coordinated exercises with the State Department of Health, Emergency Management (EM), Emergency Management System, and other State agencies to develop one (1) annual Integrated Preparedness Planning Workshop (IPPFW) each BP. The State Health Department reviews and provides feedback to the HEPC training plans annually. NYSDOH OHEP collaborated with the HCC Readiness and Response Coordinators to review their existing inventory databases to update the state and regional Resource Inventory Assessment (RIA) report. The updated RIA report will be included in the HEPC's Health Emergency Preparedness and Response Plans (HEPRP) and shared with coalition members. Clinical Advisors engaged in coalition meetings and activities and validated coalition plans based on identified HVA priorities. State Health Department staff coordinated the Facility Evacuation Profile Application (FEPA) program ensuring all New York City (NYC) based healthcare facilities had updated their profile in the application during the January-March 2026 compliance period. State Health Department Staff coordinated the Healthcare Facility Evacuation Center (HEC) program including coordinating updates to the HEC Application, HEC online training modules, and HEC guidance documents with applicable external partners between December 2025-March 2026. HCC Readiness and Response Coordinators coordinated multiple coalition workgroups that focused on a variety of topics based on regional programmatic needs and gaps identified in their regional hazard assessments. Some of the things these workgroups did include but are not limited to: helping plan exercises, creation of pediatric preparedness resources, development of guidance on emerging infectious diseases, and the building of communication capabilities between coalition members. 2. NYSDOH OHEP continues to sustain its fully developed Incident Management System (IMS). Accomplishments from the period 04/01/2025 to 03/31/2026: NYSDOH Informatics tested the IMS Dashboard during the Medical Response and Surge Exercise (MRSE) to ensure the Dashboard is pulling data and displaying situational awareness information correctly. Applications that appear in the Dashboard include the Integrated Health Alert Network System (IHANS), Health Electronic Response Data System (HERDS), Medical Emergency Response Inventory Tracking System (MERITS), Evacuation of Facilities In Disaster Systems (eFINDS), Countermeasure Data Management System (CDMS) and Virtual Health Operations Center (VHOC). NYSDOH Informatics provided the HEPCs access to the IMS Dashboard and conducted role-specific training and updated the HEPRP with cyber security policies. NYSDOH OHEP conducted annual incident management training for staff identified in key positions within the NYSDOH IMS. NYSDOH Informatics maintained the security and performance of the NYSDOH IMS dashboard, a data visualization tool that provides a view of aggregate, real-time data from selected preparedness and response applications on the Health Commerce System (HCS). HCS is the secure website for web-based interactions used by the NYSDOH to communicate important and time-sensitive information to health care providers. NYSDOH updated plans integrating data applications supporting NYSDOH Incident Management Response operations. 3. NYSDOH OHEP continues to support and provide updated guidance for distribution and dispensing of Medical Countermeasures (MCM), including vaccines and medications, using local Points of Dispensing (POD) and Clinical Operations (ClinOps). Accomplishments from the period 04/01/2025 to 03/31/2026: NYSDOH established a MCM workgroup consisting of NYSDOH representatives to review, revise and develop best practices guidance on an MCM Communications Toolkit. The MCM workgroup members represented NYSDOH through the: Division of Vaccine Excellence (DOVE), Epidemiology Preparedness Unit, Public Affairs Group (PAG), Office of Health Equity and Human Rights (OHEHR), Center for Community Health (CCH). The NYSDOH MCM multi-agency worked to identify important elements and issues regarding communication and resources for distribution and administration of MCM and formulate best practice guidelines. 4. NYSDOH continues to support MERITS. MERITS is an electronic inventory management system that supports the Strategic National Stockpile (SNS) and the State's Medical Emergency Response Cache (MERC) warehouse operations. This includes processing orders, receiving, shipping, reporting, and maintaining a master inventory of all assets. NYSDOH OHEP continues to sustain medical materiel management and distribution capacity to respond to a public health threat with MCM and/or Durable Medical Equipment (DME) to provide for a timely and effective response. In addition, NYSDOH supports and maintains other logistical capacities through the MERC. Accomplishments from the period 04/01/2025 to 03/31/2026: NYSDOH OHEP used MERITS to track all inventory, expiration dating, Preventive Maintenance (PM) dates and run any requested reports. MERITS was also used for any distributions of MCM, Personal Protective Equipment (PPE), DME out of the MERC. NYSDOH OHEP continued PM of DME such as ventilators, oxygen concentrators and pulse oximeters. NYSDOH OHEP Conducted CHEMPACK sustainment activities as needed per Administration for Strategic Preparedness and Response/Strategic National Stockpile (ASPR/SNS) guidelines. NYSDOH OHEP continued to work with the State Medical Stockpile Steering Committee to provide direction on the PM and stockpiling of DME in the NYS medical stockpiles. NYSDOH OHEP reviewed and updated the CHEMPACK plan, provided training materials including mock CHEMPACK containers, and performed Training Assistance (TA) to facilities and counties that contain CHEMPACK containers and for any CHEMPACK exercises performed. NYSDOH OHEP conducted one (1) annual mass fatality shelter drill at a MERC warehouse location. |
| 990, Part III, Line 4b. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESS | PREPARDNESS CONTD. 5. NYSDOH continues to support informatics infrastructure to provide electronic, secure systems and applications for emergency preparedness, response, and recovery. NYSDOH sustains and improves systems for information exchange and emergency communication. In-place architecture was leveraged, and new components have been added that link NYSDOH with its emergency preparedness and response partners and promote the exchange of data with stakeholders, bi-directionally, while ensuring appropriate privacy protection. Accomplishments from the period 04/01/2025 to 03/31/2026: NYSDOH Office of Primary Care and Health System Management (OPCHSM) progressed in the project of integrating of all NYS hospitals into the automated bed reporting and availability system. NYSDOH Informatics maintained the security and performance of the VHOC, a virtual platform used during an emergency or disaster event for coordination, communication, and documentation. NYSDOH Informatics provided monthly HCS, HERDS and IHANS trainings to State, regional and local partners throughout the project period. NYSDOH distributed a monthly Aware Prepare electronic newsletter to coalition members on upcoming trainings related to preparedness annually. NYSDOH Informatics maintained the security and performance of the Hospital Available Beds for Emergencies and Disasters (HAvBED) application, which is used for collection of hospital bed availability sent once or twice a day from hospitals through a secure data transfer system. NYSDOH Informatics maintained the security and performance of the FEPA, which allows facilities the ability to enter and modify patient counts by facility bed type to plan for patient movement in an event that the facility needs to be evacuated. NYSDOH used lessons learned from COVID-19, mpox, and other recent responses to identify and address gaps in Crisis and Emergency Risk Communication (CERC) activities that support communities of focus. NYHSDOH NYSDOH Informatics maintained the security and performance of the IHANS application, which is used to distribute messages to public health and healthcare personnel in NYS. NYSDOH Informatics maintained the security and performance of the State Repository of Emergency Volunteers New York (ServNY) application, which is a registry of healthcare and mental health professionals, who wish to volunteer during an emergency or major disaster. NYSDOH Informatics maintained the security and performance of the CDMS, an application that provides local, regional, state health departments and tribal nations with a single data reporting tool that may be used, regardless of the hazard or agent during a public health incident or event. NYSDOH Informatics maintained the security and performance of the Critical Specimen Transport and Coordination (CSTC) application, which is used to log and track critical specimen transportation requests when paper requests are not feasible. NYSDOH Informatics maintained the security and performance of the HERDS, Person-based Electronic Response Data System (PERDS), and Survey Management and Response Tool (SMART) applications, all of which are used to create and collect data from participating HCS organizations. NYSDOH Informatics maintained the security and performance of the MERITS, a virtual platform used for inventory management, warehouse management and order processing application, that allows users to securely manage their inventory of emergency, non-emergency medical supplies and related items. 6. NYSDOH OHEP builds public health emergency response capacity through extensive training offerings and close collaboration with LHDs, hospitals, and other partners. These trainings allow NYSDOH OHEP to enhance readiness and ensure that partners can receive any needed TA. In addition, NYSDOH OHEP conducts regular exercises to test different aspects of public health emergency response. Accomplishments from the period 04/01/2025 to 03/31/2026: Each of the four (4) HEPCs conducted a MRSE exercise to determine surge capacity among acute care beds and assess strengths and areas for improvement, then completed and submitted the MRSE Exercise Planning and Evaluation Tool. NYSDOH OHEP, in collaboration with NYC EM and the New York City Department of Health and Mental Hygiene (NYC DOHMH), conducted a functional exercise to demonstrate capabilities to receive and triage incoming calls for evacuation coordination assistance in accordance with the HEC Manual and response protocols. NYSDOH coordinated TA workshops with non-acute healthcare associations to educate providers on regulatory compliance requirements and best practices in EM planning and response as needed. NYSDOH converted the Psychological First Aid (PFA) training and eFINDS training to a virtual delivery method. The NYSDOH tested and evaluated the HEPRP and supporting annex or plans, as well as applicable regional response plans, during four (4) HEPC conducted discussion-based exercises related to a biological incident. NYSDOH OHEP, in collaboration with the HCC Readiness and Response Coordinators incorporated situation reporting through incident management information platforms to validate the NYSDOH HEPRP Functional Annex (FA) 14: Informatics and Communication into HCC exercises. NYSDOH OHEP drafted and submitted an annual Multiyear Integrated Preparedness Plan (MYIPP) which addresses plans, training, exercises, improvement planning, and corrective actions that incorporates input from HEPC partners each BP. The Institute for Disaster Mental Health (IDMH) at State University of New York (SUNY) New Paltz in collaboration with NYSDOH OHEP facilitated in-person and virtual training on individual and organizational stress fatigue and burnout coping techniques specific to public health, health care workers and first responders to build organizational and personal resilience. NYSDOH OHEP conducted an annual training for Preparedness Staff and identified Preparedness Surge Staff on Emergency Operation Center (EOC) or Health Operations Center (HOC) operations roles and requirements. NYSDOH conducted an annual CSTC trainings for potential drivers and application users. NYSDOH updated guidance and planning recommendations for the integration of the HCS and other data system applications maintained by NYSDOH into LHD plans. NYSDOH OHEP conducted an annual notification drill and incomplete volunteer check with all 57 (100%) LHDs to verify functionality and validate data of the ServNY Emergency System for Advance Registration of Volunteer Health Professionals (ESAR-VHP) notification application, as well as query and notify volunteers with incomplete profiles to complete their registration. NYSDOH OHEP monitored progress of all 57 (100%) LHDs core deliverables through the Annual Preparedness Survey (APS). The APS collects data to support state strategic planning, identification of priority activities and PHEP reporting requirements. The APS provides an overall summary of capabilities and related emergency readiness of the LHDs. NYSDOH OHEP established an IPPW planning team to identify risk priorities, lessons learned, key partners, and the IPPW agenda. NYSDOH OHEP conducted an annual IPPW that includes both in-person and virtual participation opportunities. NYSDOH OHEP conducted quarterly calls with all 14 (100%) Cities Readiness Initiative (CRI) counties to provide TA and improvement recommendations for planning, training, and exercise activities. |
| 990, Part III, Line 4b. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESS | PREPARDNESS CONTD. 7. NYSDOH continues to sustain and build public health laboratory testing capability of the NYSDOH Wadsworth Center (WC), to include testing of clinical, environmental, food and water samples. Laboratory testing continues to be a priority area including coordination and communication efforts and building additional capabilities. Laboratory Response Network (LRN)-Biological (B) goals include rapid testing using LRN protocols and reporting to submitters to provide information for prompt decision making. LRN-B will sustain the ability for contacting the sentinel laboratories in NYS through the HCS. LRN-Chemical (C) goals include the adoption of technology to process and maintain the positive identification of the large number of specimens that are handled during surge testing and to use the reference materials that are now supplied by the CDC for method improvement and the full validation of analytical protocols. Accomplishments from the period 04/01/2025 to 03/31/2026: The NYSDOH LRN-C laboratory produced and shipped Proficiency Testing (PT) materials for the Urine Metals panel (including mercury), and additionally Lewisite Metabolite-CVAA PT materials, on behalf of the CDC to State Public Health Laboratories (SPHLS) who participated in these test panels. The NYSDOH LRN-C laboratory shipped ten (10) PT challenge samples for each PT event, three (3) times a year (30) total challenge levels per year for each program, 60 levels for the two program), to up to 50 SPHLs. The NYSDOH LRN-C laboratory produced and shipped urine-based Quality Control (QC) materials for the Urine Metals panel, and Urine Mercury for up to 56 SPHLs (or the current number of LRN-C labs who participate in urine proficiency testing (PT) events). The NYS LRN-C laboratory characterized the new QC materials for homogeneity and stability; ship kits containing three (3) levels of QC materials and perform an initial statistical analysis based on our characterization data. Laboratory staff continued to serve as Subject Matter Experts (SME) for the urine metals, urine mercury and sulfur mustard metabolites assays. Staff led method training (CDC technology transfers) that were conducted in person, at the Biggs Laboratory, Albany, NY, site or remotely, per the CDCs guidance. The frequency of method training was determined by the CDC. The WC Biodefense Lab maintained and updated a list of clinical laboratories through the NYS Clinical Evaluation Program that could be called to assist with potential response events in which additional surge capacity is required. Participated in LRN-C Specimen Packaging and Shipping (SPaS) Exercise. Demonstrated proficiency in specimen shipping and packaging through the LRN-C SPaS exercises for chemical threat agents. Participated in annual challenge panels for PHEP-funded LRN-B laboratory capacity. Demonstrated proficiency in public health laboratory testing for biological agents by passing annual challenge panels that includes 1) Successfully identifying biothreat agents; 2) Demonstrating understanding of LRN agent-specific testing procedures and algorithms; 3) Ensuring a laboratory maintains appropriate levels of testing supplies and reagents. Participated in all LRN-C proficiency testing events for all LRN-C core and additional methods as defined by the LRN-C program office. Ensured that LRN-C Level 1 laboratories in NYS participated in all LRN-C PT events for all LRN-C core and additional methods as defined by the LRN-C program office. Ensured that LRN-C Level 2 laboratories in NYS participated in LRN-C PT events for all LRN-C core methods as defined by the LRN-C program office. Additional methods are optional for Level 2 laboratories. Passed proficiency exercises, core & additional as defined by LRN, to demonstrate LRN-C laboratory capacity. Implemented specified standards for electronic reporting of PHEP-funded LRN-B and LRN-C data for routine and emergency reporting. Reported results of all LRN-B-distributed assays to us using specific CDC standards for electronic reporting. Reported all Level 1 LRN-C methods using specific CDC standards for electronic reporting. Reported all Level 2 LRN core methods using specific standards for electronic reporting. Developed and exercised LRN surge plans for PHEP-funded laboratories that include 1) Surge staffing; 2) Surge equipment and resources; 3) Sentinel laboratory and external laboratory coordination and communication; 4) Biosafety protocols; 5) Sample management (triage, prioritization, testing, and referral); 6) Data exchange, reporting, and management; 7) Training and exercising. Tested, at a minimum, LRN-C: 1) Surge coordination, including surge staff notification and coordination with sentinel laboratories; 2) Continuity of Operations (COOP) planning capability; and 3): Electronic reporting of laboratory data; 4) Electronic reporting of laboratory data. 8. The NYSDOH continues to sustain and enhance its communicable disease surveillance systems that collect information from multiple data streams daily to ensure a baseline of epidemiologic data for NYS. NYSDOH continues to sustain the capability to analyze and interpret epidemiologic data that is critical to the practice of public health. Accomplishments from the period 04/01/2025 to 03/31/2026: NYSDOH Division of Epidemiology (DOE) conducted case investigation, contact tracing and community mitigation efforts. NYSDOH DOE Bureau of Surveillance and Data Systems (BSDS) maintained syndromic surveillance for bioterrorism-related events reporting through National Syndromic Surveillance Program (NSSP) ESSENCE tool and coordinate with CDC as needed. NYSDOH Office of Public Health (OPH) conducted complex analytic tasks, including models and forecasts using surveillance and other epidemiological data to characterize outbreak risk among different populations for public health leadership awareness and decision-making on emerging health issues. NYSDOH DOE BSDS enhanced the NYS Electronic Syndromic Surveillance System (ESSS) to include a Geographic Information System (GIS) and new disease syndromes and emerging threats as they arise to gather, manage, and analyze syndromic data across NYS. Data collected through the Electronical Clinical Laboratory Reporting System (ECLRS), the Communicable Disease Electronic Surveillance System (CDESS) and the ESSS to improve analytics and visualization of data to detect emerging threats and inform and evaluate interventions. New staff were trained as needed. Ideally, analytics used for the COVID-19 response were replicated for other critical diseases. 100% of outbreaks/events detected using advanced analytics triggered communicable disease investigations and implementation of appropriate control measures. NYSDOH DOE Bureau of Surveillance and Data Systems participated in the National Notifiable Disease Surveillance System (NNDSS) National Modernization Initiative (NMI) working with the NMI technical team for updating and implementing HL7 disease case notification messages. The NYSDOH DOE Bureau of Surveillance and Data Systems will conduct gap analyses of current versus future messages, complete the onboarding process and validate data transmitted to CDC to help share lessons learned and best practices with other jurisdictions. 100% of notifiable diseases reported to CDC were used disease specific HL7 messaging. NYSDOH DOE Bureau of Communicable Disease Control (BCDC) evaluated all Category A and Category B disease case reports to ensure that investigations were completed, and appropriate control measures were implemented. NYSDOH incorporated IHANS into notification drills for the CRI identified counties, NYSDOH MCM critical contact, and Preparedness Surge Staff. NYSDOH DOE BCDC evaluated all disease reports to ensure that timely investigations were initiated for Category I, Category II, and Category III agents. NYSDOH DOE BCDC prepared and disseminate annual progress performance reports on timeliness and completeness of communicable disease investigations to LHDs. All 57 (100%) LHDs received an individualized report to compare achievement with other counties within the same geographic region and similar population size to form a Common Operating Picture (COP) of disease surveillance statewide. |
| Form 990, Part III, Line 4c, CANCER RESEARCH | Roswell Park Cancer Institute (RPCI) is a multidisciplinary, translational comprehensive cancer center dedicated to eliminating cancer's grip on humanity through personalized approaches that advance prevention, diagnosis, treatment, and patient care. Through its National Cancer Institute (NCI) Comprehensive Cancer Center Support Grant (CCSG), administered by Health Research, Inc. (HRI), RPCI leverages its unique scientific strengths to accelerate the translation of laboratory discoveries into clinical applications. Roswell Park's pioneering multidisciplinary modelbringing scientists and clinicians together to collaborate seamlessly in research and patient carehas become the standard for comprehensive cancer centers nationwide. During FY2026, HRI continued its longstanding partnership with RPCI by providing comprehensive research administration and grants management services in support of the Institute's nationally recognized research enterprise. Roswell Park remains one of only 56 NCI-designated Comprehensive Cancer Centers in the United States and the only such center in New York State outside of New York City. This prestigious designation is held by only approximately 4% of cancer centers nationwide. In its most recent NCI peer review in 2024, RPCI received the highest possible rating of Exceptional, reflecting outstanding performance in cancer research, clinical care, and community outreach following a rigorous evaluation by nationally recognized experts. HRI provides comprehensive pre-award and post-award research administration, including proposal development, award negotiation, grants and contract administration, financial management, compliance oversight, and sponsor reporting for funding received from federal and state agencies, private foundations, and commercial sponsors. The HRI Roswell Park Division Grants Management staff, consisting of 20 full-time employees, support hundreds of active research projects by providing investigators and Institute leadership with timely financial reporting, expenditure analysis, regulatory compliance, and stewardship of sponsored funds. During FY2026, HRI administered approximately $155 million in cancer research expenditures in support of Roswell Park's research mission, helping to sustain one of the nation's premier cancer research programs. |
| Form 990, Part III, Line 4d. Other Program Services | Office of Public Health Office of Health Services Quality and Analytics Office of Primary Care Health Systems Management Office of the Commissioner School of Public Health Office of Aging and Long Term Care |
| Form 990, Part VI, Section B, line 11b | The Annual Form 990 is initiated by the Assistant Controller and developed in conjunction with the Controller and the Executive Director. The final draft is reviewed by the Controller and the Executive Director. A comparative analysis to the prior year's filing is conducted and then the final draft is presented to Health Research, Inc's independent audit firm for validation. Once finalized by the independent audit firm, the Executive Director presents and reviews the Form 990 filing with the Corporation's Secretary/Treasurer and if requested, the Corporation's Vice President. A copy of the 990 is provided to all Directors of the HRI Board for their review prior to filing. |
| Form 990, Part VI, Section B, line 12c | HRI Conflict of Interest Policies are reviewed annually and if appropriate, revised by the Corporation's Counsel and Executive Director. The most recent version of the HRI Employee Conflict of Interest Policy was updated in January 2018. The policy is provided to employees on an annual basis via HRI's online training system. Individuals are required to attest to reading the policy; confirmation of which is electronically maintained by Corporate Human Resource Staff. In addition to the annual certification, all new employees are provided with a copy of Employee Conflict of Interest Policy in conjunction with New Hire Orientation, and the policy is available on the HRI website. All potential conflicts must be disclosed in writing to the Corporate Office for review and consideration by management. Compliance with the provisions of the policy are monitored and ensured through the presence of complimentary controls, such as the HRI Outside Employment Policy and Honoraria/Travel Expense Reimbursement Policy. Annually, members of the Board of Directors, Officers and Key employees are provided with a copy of the Conflict of Interest Policy for Board Members, Officers and Key Employees and must certify that they have read and understand the policy, in addition to disclosing all conflicts of interest. New HRI Board Members, Officers and Key Employees are provided with a copy of the policy at the time of appointment and are required to disclose any conflicts upon receipt. Attestations and disclosure forms are sent to the HRI Corporate Office. Restrictions imposed are conditioned and determined by circumstances and range from denial of the request for an employee to recusal for a Director of the Corporation. |
| Form 990, Part VI, Section B, line 15 | Salaries of the Executive Director and all key employees are set in the annual budget. This is reviewed and approved by the Board annually. |
| Form 990, Part VI, Section C, line 19 | Health Research, Inc.'s governing documents: Conflict of Interest Policy, Ethics Policy, Whistleblower Policy and Financial Statements are available to the public upon request. |
| 990, Part X Investments Publicly Traded Securities | US Treasuries & Securities FMV = $468,144,917 |
| 990, Part XII, Line 2c | There have been no changes made to the oversight and selection process during the tax prep year. |
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