HEALTH RESEARCH INCORPORATED ELIZABETH WOOD: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH RESEARCH INCORPORATED ELIZABETH WOOD (EIN 14-1402155)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-08-16
- IRS object ID
- 202102289349300010
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-16T08:39:13-05:00 | ReturnTs |
| Tax Period End | 2021-03-31 | 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 | 2020-04-01 | 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 NO 280 | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL A MATTOX | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5184311200 | PhoneNum |
| Signature | 2021-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | MATTOX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDITH J SORO | PreparerPersonNm |
| PTIN | P00743262 | PTIN |
| Phone | 5184644080 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | CHERYL A MATTOX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY NO 280 | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,664,620,390 | 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 | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 2430 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,311,261,527 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,151,309,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $194,899 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $159,745 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,849,074 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,083,875 | CYInvestmentIncomeAmt |
| PY Other Revenue | $214,436 | PYOtherRevenueAmt |
| CY Other Revenue | $179,285 | CYOtherRevenueAmt |
| PY Total Revenue | $1,326,519,936 | PYTotalRevenueAmt |
| CY Total Revenue | $1,161,732,655 | 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 | $189,247,002 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $203,213,234 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $631,097,918 | PYOtherExpensesAmt |
| CY Other Expenses | $976,061,370 | CYOtherExpensesAmt |
| PY Total Expenses | $820,344,920 | PYTotalExpensesAmt |
| CY Total Expenses | $1,179,274,604 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $506,175,016 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,541,949 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $760,960,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $806,598,865 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $143,784,309 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $195,951,181 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $617,176,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $610,647,684 | 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 | $535,708,400 | ExpenseAmt |
| Desc | HIV UNINSURED PROGRAMS SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $401,739,528 | ExpenseAmt |
| Desc | PUBLIC HEALTH EMERGENCY PREPAREDNESS AND HOSPITAL PREPAREDNESSSEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $123,675,385 | ExpenseAmt |
| Desc | CANCER RESEARCH SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $81,274,390 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $81,274,390 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,142,397,703 | 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 | Yes (1) | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 305 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2430 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 (13 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 |
|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | |||||||
| EXECUTIVE DIRECTOR | 38.00 | Yes (X) | Yes (X) | $160,655 | $0 | $52,304 | |
| HOWARD ZUCKER MD | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $66,958 | $0 | $9,441 | |
| CANDACE JOHNSON | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| TIM REYNOLDS CPA | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN RUNKE ESQ | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SEXTON ESQ | |||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW RUBY | |||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERESA MAKAROWSKY CPA | |||||||
| CORPORATE CONTROLLER | 38.00 | Yes (X) | $133,262 | $0 | $48,144 | ||
| MARY E REID | |||||||
| CHIEF, CANCER SCREENING & SURVIVOR | 38.00 | $279,068 | $0 | $69,451 | Yes (X) | ||
| CHARLES GONZALEZ | |||||||
| MEDICAL DIRECTOR, AI | 38.00 | $189,966 | $0 | $56,177 | Yes (X) | ||
| VIRGINIA L FILIACI | |||||||
| CHIEF, CLINICAL TRIAL DEVE | 38.00 | $187,616 | $0 | $39,547 | Yes (X) | ||
| STEVEN J ROSTERN | |||||||
| MGR, HLTH EMERG PREPAREDNESS | 38.00 | $217,932 | $0 | $59,602 | Yes (X) | ||
| HANS MINDERMAN | |||||||
| ASSOC DIR., FLOW CYTOMETRY RES | 38.00 | $181,036 | $0 | $50,964 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,416,493 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $385,630 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 248 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPAD MEDIA SOLUTIONS LLC | |||||
| 275 MADISON AVENUE 22ND FLOOR | NEW YORK | NY | 10016 | CONSULTANT | $2,212,608 |
| WINDSONG RADIOLOGY GROUP | |||||
| 55 SPINDRIFT DRIVE | WILLIAMSVILLE | NY | 14221 | CONSULTANT | $797,961 |
| HODGSON RUSS LLP | |||||
| 1 MT PLAZA SUITE 2000 | BUFFALO | NY | 14203 | CONSULTANT | $481,719 |
| HEALTHPLUS HP LLC | |||||
| 9 PINE STREET 14TH FLOOR | NEW YORK | NY | 10005 | CONSULTANT | $252,696 |
| WHITEMAN OSTERMAN & HANNA | |||||
| ONE COMMERCE PLAZA | ALBANY | NY | 12260 | CONSULTANT | $177,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $710,234,527 | GovernmentGrantsAmt |
| All Other Contributions | $441,075,223 | AllOtherContributionsAmt |
| Noncash Contributions | $9,173,071 | NoncashContributionsAmt |
| Total Contributions | $1,151,309,750 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT FEES | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $159,745 | TotalRevenueColumnAmt |
| Exclusion | $159,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $159,745 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,994,059 | TotalRevenueColumnAmt |
| Exclusion | $7,994,059 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,285 | TotalRevenueColumnAmt |
| Exclusion | $179,285 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $504,977,551 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $502,887,735 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,089,816 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,089,816 | TotalRevenueColumnAmt |
| Exclusion | $2,089,816 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,161,732,655 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,422,905 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,501 | TotalAmt |
| Management And General | $447,501 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,875,518 | TotalAmt |
| Program Services | $129,037,933 | ProgramServicesAmt |
| Management And General | $19,837,585 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,025,510 | TotalAmt |
| Program Services | $15,625,039 | ProgramServicesAmt |
| Management And General | $2,400,471 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,386,720 | TotalAmt |
| Program Services | $21,902,786 | ProgramServicesAmt |
| Management And General | $3,483,934 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,477,985 | TotalAmt |
| Program Services | $9,056,925 | ProgramServicesAmt |
| Management And General | $1,421,060 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,211 | TotalAmt |
| Program Services | $118,044 | ProgramServicesAmt |
| Management And General | $198,167 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,800 | TotalAmt |
| Management And General | $146,800 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,176 | TotalAmt |
| Management And General | $66,176 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,917,537 | TotalAmt |
| Program Services | $4,260,428 | ProgramServicesAmt |
| Management And General | $657,109 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,730,273 | TotalAmt |
| Program Services | $56,758,408 | ProgramServicesAmt |
| Management And General | $971,865 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620,570 | TotalAmt |
| Program Services | $1,798,487 | ProgramServicesAmt |
| Management And General | $822,083 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,338 | TotalAmt |
| Program Services | $72,338 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500,188 | TotalAmt |
| Program Services | $21,231 | ProgramServicesAmt |
| Management And General | $3,478,957 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,930 | TotalAmt |
| Program Services | $481,300 | ProgramServicesAmt |
| Management And General | $10,630 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,764 | TotalAmt |
| Program Services | $143,764 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,724 | TotalAmt |
| Management And General | $240,724 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,902 | TotalAmt |
| Management And General | $706,902 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM COSTS | $456,356,505 | $456,356,505 | |
| SUBCONTRACTS | $437,397,696 | $436,207,812 | $1,189,884 |
| TUITION, TRAINING, AND | $1,869,328 | $1,815,294 | $54,034 |
| PRINTING AND PUBLICATIO | $1,130,249 | $540,854 | $589,395 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,354,179 | TotalAmt |
| Program Services | $8,200,555 | ProgramServicesAmt |
| Management And General | $153,624 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,179,274,604 | TotalAmt |
| Program Services | $1,142,397,703 | ProgramServicesAmt |
| Management And General | $36,876,901 | 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 | $154,538,031 | BOYAmt |
| EOY | $96,485,953 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,205,209 | BOYAmt |
| EOY | $115,597,444 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,845,249 | BOYAmt |
| EOY | $1,924,864 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,682 | BOYAmt |
| EOY | $404,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,352,190 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,416,892 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,562 | BOYAmt |
| EOY | $935,298 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,057,272 | BOYAmt |
| EOY | $572,410,944 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,951,388 | BOYAmt |
| EOY | $18,840,004 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,960,393 | BOYAmt |
| EOY | $806,598,865 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,878,575 | BOYAmt |
| EOY | $127,858,975 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,954,346 | BOYAmt |
| EOY | $49,252,202 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,951,388 | BOYAmt |
| EOY | $18,840,004 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,784,309 | BOYAmt |
| EOY | $195,951,181 | 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 | $123,021,844 | BOYAmt |
| EOY | $131,647,201 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,154,240 | BOYAmt |
| EOY | $479,000,483 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,176,084 | BOYAmt |
| EOY | $610,647,684 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,960,393 | BOYAmt |
| EOY | $806,598,865 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$17,541,949 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,013,549 | 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 | $683,250,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $704,248,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $758,412,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,311,261,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,151,309,749 | CurrentTaxYearAmt |
| Total | $4,608,482,782 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $683,250,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $704,248,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $758,412,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,311,261,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,151,309,749 | CurrentTaxYearAmt |
| Total | $4,608,482,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,608,482,782 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,462,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,291,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,546,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,355,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,260,752 | CurrentTaxYearAmt |
| Total | $48,917,043 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,657,399,825 | TotalSupportAmt |
| Public Support CY170 | 0.98950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,672 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $151 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $31,823 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $624,319 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,684 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$601,331 | OtherExpendituresAmt |
| End Year Balance | $31,672 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $612,804 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,515 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $624,319 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $607,286 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,518 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $612,804 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $605,120 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,166 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $607,286 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,697 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $550,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $148,963 | DepreciationAmt |
| Book Value | $401,632 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,779,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,246,232 | DepreciationAmt |
| Book Value | $533,666 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $935,298 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND - SEE PART XIII | Desc |
| Amt | $18,840,004 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,840,004 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,172,673,865 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,013,548 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,013,548 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,161,660,317 | RevenueSubtotalAmt |
| Other Revenues Not Included | $72,338 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $72,338 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,161,732,655 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,179,202,266 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,179,202,266 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $72,338 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $72,338 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,179,274,604 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROYALTIES PAID TO INVENTORS 72,338. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROYALTIES PAID TO INVENTORS 72,338. |
| PART V, LINE 4 | QUASI ENDOWMENTS WERE ESTABLISHED TO FURTHER RESEARCH AT HELEN HAYES HOSPITAL, PROVIDE AWARDS TO RISING SCIENTISTS FOR OUTSTANDING CREATIVITY AND QUALITY OF CONTRIBUTION OF BASIC RESEARCH AND FOR LITERATURE AND ARTS OF SCIENCES FOR THE WADSWORTH CENTER LIBRARY. IN JUNE 2019 THE BOARD OF DIRECTORS APPROVED THE RECLASSIFICATION OF THREE OF THE QUASI ENDOWMENTS. THE RECLASSIFICATION ALLOWED THESE FUNDS TO BE MADE AVAILABLE TO THE INTENDED PROGRAMS. THE RECLASSIFICATION IS SHOWN ON LINE 1E FOR 2019. |
| PART X, LINE 2 | AGENCY FUNDS THE CORPORATION IS ADMINISTERING ON BEHALF OF THE OFFICE OF THE ATTORNEY GENERAL, NEW YORK STATE DEPARTMENT OF LAW (OAG), PURSUANT TO A FUNDING ADMINISTRATION AGREEMENT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY E REID | ||||||||||||||
| CHIEF, CANCER SCREENING & SURVIVOR | $279,068 | $0 | $0 | $0 | $0 | $0 | $44,930 | $0 | $24,521 | $0 | $348,519 | $0 | $0 | $0 |
| STEVEN J ROSTERN | ||||||||||||||
| MGR, HLTH EMERG PREPAREDNESS | $217,932 | $0 | $0 | $0 | $0 | $0 | $36,053 | $0 | $23,549 | $0 | $277,534 | $0 | $0 | $0 |
| CHARLES GONZALEZ | ||||||||||||||
| MEDICAL DIRECTOR, AI | $189,966 | $0 | $0 | $0 | $0 | $0 | $30,584 | $0 | $25,593 | $0 | $246,143 | $0 | $0 | $0 |
| HANS MINDERMAN | ||||||||||||||
| ASSOC DIR., FLOW CYTOMETRY RES | $181,036 | $0 | $0 | $0 | $0 | $0 | $29,147 | $0 | $21,817 | $0 | $232,000 | $0 | $0 | $0 |
| VIRGINIA L FILIACI | ||||||||||||||
| CHIEF, CLINICAL TRIAL DEVE | $170,791 | $0 | $0 | $0 | $16,825 | $0 | $30,206 | $0 | $9,341 | $0 | $227,163 | $0 | $0 | $0 |
| CHERYL MATTOX | ||||||||||||||
| EXECUTIVE DIRECTOR | $135,708 | $0 | $0 | $0 | $24,947 | $0 | $25,865 | $0 | $26,439 | $0 | $212,959 | $0 | $0 | $0 |
| TERESA MAKAROWSKY CPA | ||||||||||||||
| CORPORATE CONTROLLER | $128,957 | $0 | $0 | $0 | $4,305 | $0 | $21,455 | $0 | $26,689 | $0 | $181,406 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, COLUMN B (II) - BONUS & INCENTIVE COMPENSATION | PRINCIPAL INVESTIGATORS (PI) WORKING WITH THE BUFFALO DIVISION MAY BE ELIGIBLE FOR SALARY RECOVERY DISTRIBUTIONS ANNUALLY. THE PI'S PERFORMANCE IS REVIEWED AGAINST SPECIFIC GUIDELINES AND RECOMMENDATIONS ARE MADE BY THE COMMITTEE ON THE DISTRIBUTION OF SALARY RECOVERY SUPPORT. |
| PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION | THIS AMOUNT REPRESENTS EMPLOYEE CONTRIBUTIONS OF THEIR BASE COMPENSATION TO AN INDIVIDUAL DEFERRED COMPENSATION PLAN. |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 78 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,173,071 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, ORGANIZATION'S MISSION: | ADMINISTER GIFTS AND GRANTS IN KEEPING WITH THE HEALTH RESEARCH, PREVENTION AND TREATMENT PURPOSE OF THE NYS DEPARTMENT OF HEALTH, THE ROSWELL PARK CANCER INSTITUTE CORPORATION AND OTHER HEALTH RELATED PUBLIC AND PRIVATE ENTITIES; ALSO INCLUDING INTELLECTUAL PROPERTY MANAGEMENT AND TECHNOLOGY TRANSFER. |
| 990, PART I, LINE 1, SIGNIFICANT ACTIVITIES | THE FOLLOWING AWARDS HIGHLIGHT A FEW OF THE MANY SPONSORED PROJECTS THAT HEALTH RESEARCH, INC HAS RECEIVED FUNDING FOR DURING THE REPORTING PERIOD: CONTACT TRACING ACCELERATION INITIATIVE VITAL STRATEGIES AWARD RECEIVED IN MAY 2020 TO ASSIST WITH IMPLEMENTING STAFFING AND CONTRACTUAL SERVICES NECESSARY TO ESTABLISH COVID-19 CONTACT TRACING EFFORTS IN THE WESTCHESTER AND SUFFOLK COUNTY HEALTH DEPARTMENTS. HRI PROVIDED DIRECT ASSISTANCE BY HIRING THE NECESSARY STAFF, PLACED IN WESTCHESTER AND SUFFOLK COUNTY HEALTH DEPARTMENTS, TO IMPLEMENT CRUCIAL CONTACT TRACING EFFORTS. CORONAVIRUS STATE HOSPITAL IMPROVEMENT PROGRAM HEALTH RESOURCES AND SERVICES ADMINISTRATION AWARD RECEIVED TO SUPPORT THE SMALL HOSPITAL IMPROVEMENT PROGRAM'S CONTINUED EFFORTS TO ADDRESS THE NEEDS OF PROVIDING HEALTH SERVICES TO RURAL AND UNDERSERVED COMMUNITIES AFFECTED BY COVID-19. FUNDS CAN BE USED FOR SEVERAL REASONS INCLUDING, BUT NOT LIMITED TO, PURCHASING PPE, IMPLEMENT EMERGENCY OPERATIONS PLANS, PURCHASE AND INSTALLATION OF TEMPORARY BARRIERS TO SUPPORT APPROPRIATE DISTANCING, ENHANCE OR INSTALL VENTILATION SYSTEMS TO PROMOTE FACILITY AIR QUALITY AND EMBEDDING CDC GUIDANCE INTO ELECTRONIC HEALTH RECORD CLINICAL DECISION SUPPORT TOOLS. EPIDEMIOLOGY AND LABORATORY CAPACITY - COVID SUPPLEMENTS ENHANCING DETECTION ENHANCING DETECTION EXPANSION CENTERS FOR DISEASE CONTROL AND PREVENTION THESE SUPPLEMENTAL AWARDS SUPPORT NECESSARY EXPENSES TO IMPLEMENT AND OVERSEE EXPANDED TESTING CAPACITY FOR COVID-19/SARS-COV-2, INCLUDING THE ABILITY TO PROCESS, MANAGE, ANALYZE, USE, AND REPORT THE INCREASED DATA PRODUCED. AWARDEES WILL ESTABLISH A ROBUST SARS-COV-2 TESTING PROGRAM THAT ENSURES ADEQUATE TESTING IS MADE AVAILABLE ACCORDING TO CDC PRIORITIES, INCLUDING BUT NOT LIMITED TO: DIAGNOSTIC TESTS, TESTS FOR CONTACT TRACING, AND SURVEILLANCE OF ASYMPTOMATIC PERSONS TO DETERMINE COMMUNITY SPREAD. AS AN AWARDEE, HRI/DOH MUST ENSURE THAT PROVISIONS ARE IN PLACE TO MEET FUTURE SURGE CAPACITY TESTING NEEDS INCLUDING POINT OF CARE OR OTHER RAPID RESULT TESTING FOR LOCAL OUTBREAKS. ADDITIONAL RESOURCES (EXPANSION) ARE INTENDED TO PREVENT, PREPARE FOR, AND RESPOND TO CORONAVIRUS BY SUPPORTING TESTING, CASE INVESTIGATION AND CONTACT TRACING, SURVEILLANCE, CONTAINMENT, AND MITIGATION. SUCH ACTIVITIES MAY INCLUDE SUPPORT FOR WORKFORCE, EPIDEMIOLOGY, USE BY EMPLOYERS, ELEMENTARY AND SECONDARY SCHOOLS, CHILD CARE FACILITIES, INSTITUTIONS OF HIGHER EDUCATION, LONG-TERM CARE FACILITIES, OR IN OTHER SETTINGS, SCALE UP OF TESTING BY PUBLIC HEALTH, ACADEMIC, COMMERCIAL, AND HOSPITAL LABORATORIES, AND COMMUNITY-BASED TESTING SITES, MOBILE TESTING UNITS, HEALTH CARE FACILITIES, AND OTHER ENTITIES ENGAGED IN COVID19 TESTING, AND OTHER ACTIVITIES RELATED TO COVID19 TESTING, CASE INVESTIGATION AND CONTACT TRACING, SURVEILLANCE, CONTAINMENT, AND MITIGATION (INCLUDING INTERSTATE COMPACTS OR OTHER MUTUAL AID AGREEMENTS FOR SUCH PURPOSES). HIGH-THROUGHPUT DRIED BLOOD SPOT TECHNOLOGIES IN SARS COV-2 SEROLOGY AND VACCINOLOGY NATIONAL CANCER INSTITUTE THE AWARD IS FOCUSED ON IMPROVING OUR ABILITY TO ASSESS PROTECTIVE ANTIBODY RESPONSES IN RESPONSE TO SARS COV-2 INFECTION AND VACCINATION. THE PROJECT IS A COLLABORATION BETWEEN DIFFERENT LABORATORIES WITHIN THE WADSWORTH CENTER. THE CENTRAL THRUST OF THE PROJECT TAKES ADVANTAGE OF HIGH THROUGHPUT TECHNOLOGIES TO PROFILE ANTIBODIES IN DRIED BLOOD SPOTS (DBS) THAT HAVE BEEN EMPLOYED IN THE BLOODBORNE DISEASE LAB. IN AIM 1, THE ESTABLISHED DBS METHODOLOGY WILL BE EXPANDED TO ENCOMPASS THE BREADTH OF ANTIBODY CLASSES IN BLOOD. IN AIM 2, PROJECT STAFF WILL EVALUATE THE FEASIBILITY OF PERFORMING FUNCTIONAL ASSAYS WITH DBS. AIM 3 WILL EXAMINE MUCOSAL ANTIBODY RESPONSES TO SARS COV-2 INFECTION. |
| 990, PART III, LINE 4A. FEDERALLY FUNDED HIV AIDS PREVENTION AND CARE | THE UNINSURED CARE PROGRAMS (UCP) PROVIDE MEDICATIONS AND MEDICAL CARE TO UNINSURED AND UNDERINSURED NEW YORK STATE RESIDENTS LIVING WITH OR AT RISK OF ACQUIRING HIV/AIDS. LINKING PEOPLE WITH HIV TO TREATMENT IN ORDER TO IMPROVE HEALTH AND ACHIEVE VIRAL SUPPRESSION IS A PRIMARY GOAL OF THE AIDS INSTITUTE, A KEY GOAL OF THE INTEGRATED PLAN/SCSN, AND ONE OF THE FUNDAMENTAL TENETS OF NEW YORK STATE'S ETE INITIATIVE. THE UCP ENSURE UNIVERSAL ACCESS TO CARE AND TREATMENT THAT ARE ESSENTIAL TO IMPROVE HEALTH OUTCOMES, ACHIEVE VIRAL SUPPRESSION, AND REDUCE THE RISK OF TRANSMISSION. THE UCP ADDRESS GAPS IN AND BARRIERS TO CARE AND IMPROVE OUTCOMES ALONG THE CONTINUUM, INCLUDING LINKAGE TO CARE AND VIRAL SUPPRESSION. THE UCP ARE KEY COMPONENTS IN NEW YORK'S RESPONSE TO THE HIV/AIDS EPIDEMIC. NEW YORK STATE'S UCP ARE THE MOST COMPREHENSIVE IN THE NATION, OFFERING A FULL SCOPE OF SERVICES TO PERSONS WITH HIV/AIDS. THROUGH PARTNERSHIPS BETWEEN THE STATE AND FEDERAL GOVERNMENTS AND BETWEEN THE STATE AND THE NEW YORK CITY AND LONG ISLAND RYAN WHITE PART A REGIONS. THE UCP SERVES OVER 24,000 UNINSURED AND UNDERINSURED PERSONS LIVING WITH HIV/AIDS ANNUALLY. THE MAJORITY OF ADAP PARTICIPANTS ARE PERSONS OF COLOR: 37.6 PERCENT ARE BLACK; 35.7 PERCENT ARE HISPANIC; 22.5 PERCENT ARE WHITE; THREE PERCENT ARE ASIAN/PACIFIC ISLANDER/NATIVE AMERICAN. THE UCP ARE COMMITTED TO WORKING CLOSELY WITH PROVIDERS AND INDIVIDUALS TO SUPPORT ACCESS TO THE WIDE RANGE OF OPTIONS FOR PAYMENT FOR HEALTH CARE SERVICES AND MEDICATIONS FOR PERSONS LIVING WITH OR AT RISK OF ACQUIRING HIV. THE UCP HAVE EXPLORED WAYS TO OVERCOME BARRIERS TO RAPID ACCESS TO TREATMENT AND ONGOING CARE. ACKNOWLEDGING THE CRITICAL NEED FOR RAPID ACCESS TO ARV THERAPY, THE UCP REVISED THE ENROLLMENT PROCESS TO FACILITATE SAME-DAY ENROLLMENT AND RAPID ACCESS TO TREATMENT. IN 2020, THE UCP IMPLEMENTED AN ON-LINE PORTAL THAT ALLOWS FOR THE SECURE SUBMISSION OF PROGRAM APPLICATIONS AND RECERTIFICATION DOCUMENTS. THE ON-LINE PROCESS STREAMLINES CURRENT ENROLLMENT AND RECERTIFICATION PROCESSES AND WILL SUPPORT RAPID ACCESS TO TREATMENT FOR PERSONS LIVING WITH HIV BY ALLOWING APPLICANTS TO SECURELY COMPLETE AND SUBMIT THE APPLICATION AND SUPPORTING DOCUMENTATION FOR INITIAL APPLICATION AND RECERTIFICATION DOCUMENTATION AS NEEDED. THE UCP RESPONDED TO THE COVID-19 PUBLIC HEALTH EMERGENCY WITH NO DISRUPTION IN SERVICES FOR UNINSURED AND UNDERINSURED PERSONS LIVING WITH HIV. THE UCP HAS DEVELOPED A PROGRAM-SPECIFIC CASCADE OF CARE WHICH DEMONSTRATES THAT THE PROGRAMS HAVE BEEN SUCCESSFUL IN LINKING UNINSURED AND UNDERINSURED PERSONS TO CONTINUOUS CARE AND ACHIEVING VIRAL SUPPRESSION. NINETY PERCENT OF PROGRAM PARTICIPANTS WHO WERE ACTIVE IN THE PROGRAM FOR AT LEAST ONE YEAR ARE IN CONTINUOUS CARE. NINETY-FIVE PERCENT ARE VIRALLY SUPPRESSED. |
| 990, PART III, LINE 4B. PUBLIC HEALTH EMERGENCY AND HOSPITAL PREPAREDNESS | THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) PUBLIC HEALTH EMERGENCY PREPAREDNESS (PHEP) AND THE ASSISTANT SECRETARY FOR PREPAREDNESS AND RESPONSE (ASPR) HOSPITAL PREPAREDNESS PROGRAM (HPP) FUNDING THROUGH HRI SUPPORTS THE EFFORTS OF THE NEW YORK STATE DEPARTMENT OF HEALTH (NYSDOH) OFFICE OF HEALTH EMERGENCY PREPAREDNESS (OHEP). OHEP CONTINUES TO WORK WITH THE STATE OFFICE OF EMERGENCY MANAGEMENT (STATE OEM) AND OTHER STATE AGENCIES, LOCAL HEALTH DEPARTMENTS (LHD) AND PRIVATE AND PUBLIC-SECTOR PARTNERS TO BUILD A SOLID EMERGENCY PREPAREDNESS AND RESPONSE FOUNDATION TO RESPOND TO ANY CRISIS OR EMERGENT SITUATION IN THE STATE. BASED ON AN ASSESSMENT OF NYSDOH CAPABILITIES AND GAPS, NYSDOH HAS CAREFULLY REVIEWED ITS PROGRESS IN DESIGNING AN INTEGRATED AND COMPREHENSIVE HEALTH EMERGENCY PREPAREDNESS STRUCTURE AND HAS STRATEGICALLY PRIORITIZED FUTURE EFFORTS. 1. HRI/NYSDOH OHEP CONTINUES TO SUSTAIN ITS FULLY DEVELOPED INCIDENT MANAGEMENT SYSTEM (IMS). ACCOMPLISHMENTS FROM THE PERIOD 04/01/2020 TO 03/31/2021 HRI/NYSDOH OHEP WORKED WITH HEALTH EMERGENCY PREPAREDNESS COALITION (HEPC) LEADERSHIP AND A MULTIDISCIPLINARY GROUP OF COMMUNITY PARTNERS TO DEVELOP THE NYSDOH PEDIATRIC SURGE ANNEX TO THE HEALTH EMERGENCY PREPAREDNESS AND RESPONSE PLAN (HEPRP). HRI/NYSDOH OHEP PARTICIPATED IN AN ANNUAL MULTI-YEAR TRAINING AND EXERCISE PROGRAM (MYTEP) MEETING WHICH IDENTIFIED NYSDOH AND OTHER STATE AGENCY TRAINING AND EXERCISE ACTIVITIES TO BUILD AND SUSTAIN CAPABILITIES OVER THE NEXT FIVE YEARS. HRI/NYSDOH OHEP IDENTIFIED EFFORTS TO SUPPORT RECOVERY SUPPORT FUNCTIONS (RSF) AND THE COORDINATING AGENCIES TO BE INCLUDED IN THE STATE EMERGENCY OPERATIONS CENTER (EOC) EMERGENCY SUPPORT FUNCTION (ESF) REPRESENTATIVE STANDARD OPERATING PROCEDURE (SOP). HRI/NYSDOH OHEP TRAINED AN ADDITIONAL THIRTY (30) IMS PERSONNEL IN EOC AND ESF OPERATIONS FOR A TOTAL OF 84 TRAINED STAFF. TRAININGS IMPROVED NYSDOH COORDINATION AND PLANNING FOR LARGE-SCALE EMERGENCIES INCLUDING DURING COVID-19 RESPONSE. HRI/NYSDOH OHEP IDENTIFIED STRENGTHS AND AREAS FOR IMPROVEMENT THROUGH EXERCISE AND UPDATED THE HEALTH OPERATIONS CENTER (HOC) SOP. HRI/NYSDOH OHEP TRAINED HEPC LEADS AND CONTRACTED HEALTHCARE ASSOCIATIONS IN GENERAL EMERGENCY MANAGEMENT ASSISTANCE COMPACT (EMAC) POLICIES AND PROCEDURES WITH CONSIDERATION FOR PUBLIC HEALTH BEST PRACTICES. 2. HRI/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)/CLINIC OPERATIONS. NYSDOH OHEP HAS FOCUSED ON RESEARCHING ALTERNATE DISPENSING STRATEGIES SUCH AS CLOSED POD PARTNERSHIPS, THAT MAY INCLUDE PRIMARY CARE PROVIDERS, HEALTHCARE FACILITIES, PHARMACIES AND PRIVATE BUSINESS LOCATIONS. ACCOMPLISHMENTS FROM THE PERIOD 04/01/2020 TO 03/31/2021 CLINICAL GUIDANCE UPDATES TO SAFELY AND RAPIDLY PROVIDE MCM DURING POD WERE INCLUDED IN ALL 57 LHD CLINICAL OPERATIONS PLANS. LHDS IDENTIFIED LANGUAGE ACCESS SERVICES TO INCLUDE IN THEIR MCM DISPENSING PLANS. HRI/NYSDOH OHEP IDENTIFIED STRENGTHS AND AREAS FOR IMPROVEMENT THROUGH EXERCISE AND LHDS SUBMITTED AFTER-ACTION REPORT/IMPROVEMENT PLANS AND UPDATED THEIR MCM PLANS. 3. HRI/NYSDOH CONTINUES TO SUPPORT THE MEDICAL EMERGENCY RESPONSE INVENTORY TRACKING SYSTEM (MERITS). MERITS IS AN ELECTRONIC INVENTORY MANAGEMENT SYSTEM THAT SUPPORTS THE STRATEGIC NATIONAL STOCKPILE (SNS) AND THE STATE'S MEDICAL EMERGENCY RESPONSE CACHE (MERC) WAREHOUSE OPERATIONS. THIS INCLUDES PROCESSING ORDERS, RECEIVING, SHIPPING, REPORTING AND MAINTAINING A MASTER INVENTORY OF ALL ASSETS. NYSDOH OHEP CONTINUES TO SUSTAIN MEDICAL MATERIEL MANAGEMENT AND DISTRIBUTION CAPACITY TO RESPOND TO A PUBLIC HEALTH THREAT WITH MCM AND/OR DURABLE MEDICAL EQUIPMENT TO PROVIDE FOR A TIMELY AND EFFECTIVE RESPONSE. ACCOMPLISHMENTS FROM THE PERIOD 04/01/2020 TO 03/31/2021 HRI/NYSDOH INFORMATICS STAFF CONDUCTED FIVE (5) MERITS TRAININGS FOR HEPCS AND LHDS. MERC INVENTORY WAS REPLENISHED. 4. HRI/NYSDOH CONTINUES TO SUPPORT INFORMATICS INFRASTRUCTURE TO PROVIDE ELECTRONIC, SECURE SYSTEMS AND APPLICATIONS FOR EMERGENCY PREPAREDNESS, RESPONSE AND RECOVERY. HRI/NYSDOH WILL SUSTAIN AND IMPROVE SYSTEMS FOR INFORMATION EXCHANGE. IN-PLACE ARCHITECTURE WAS LEVERAGED, AND NEW COMPONENTS WERE ADDED THAT LINK NYSDOH WITH ITS EMERGENCY PREPAREDNESS AND RESPONSE PARTNERS AND PROMOTE THE EXCHANGE OF DATA WITH STAKEHOLDERS, BI-DIRECTIONALLY, WHILE ENSURING APPROPRIATE PRIVACY PROTECTION. ACCOMPLISHMENTS FROM THE PERIOD 04/01/2020 TO 03/31/2021 HRI/NYSDOH INFORMATICS IDENTIFIED STRENGTHS AND GAPS OF INFORMATION COLLECTED IN THE IMS DASHBOARD, WHICH IS USED TO FORM A COMMON OPERATING PICTURE (COP) DURING EMERGENCY EVENTS, TO GUIDE ONGOING APPLICATION DEVELOPMENT. HRI/NYSDOH INFORMATICS ENSURED ACCURACY OF GEOGRAPHIC INFORMATION SYSTEM (GIS) DATA PRESENTED IN EMERGENCY RESPONSE APPLICATIONS AND MAPPING TOOLS FOR REAL-TIME SITUATIONAL AWARENESS DURING EMERGENCIES AND EXERCISES. HRI/NYSDOH TRAINED 75% OF THE STATE, REGIONAL AND LOCAL PARTNERS ON HEALTH COMMERCE SYSTEM (HCS), HEALTH ELECTRONIC RESPONSE DATA SYSTEM (HERDS) AND INTEGRATED HEALTH ALERTING NETWORK SYSTEM (IHANS). HRI/NYSDOH COUNTERMEASURES DATA MANAGEMENT SYSTEM (CDMS) WORKGROUP IDENTIFIED FUNCTIONS OF THE APPLICATION FOR IMPROVEMENT TO ENHANCE USER ACCESSIBILITY AND FUNCTIONALITY. 100% OF REGIONAL OFFICES AND IDENTIFIED NYSDOH IMS LEADS SUBMITTED A SITUATION REPORT USING THE VIRTUAL HEALTH OPERATION CENTER (VHOC) APPLICATION. ACKNOWLEDGEMENT OF RECEIPT OF COMMUNICATIONS DURING EXERCISES AND HEALTH EMERGENCY RESPONSES INCREASED BY 20% ACROSS PARTNER TYPES. 5. HRI/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 NEW YORK STATE (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 04/01/2020 TO 03/31/2021 THE LRN-C MAINTAINED QUALIFIED STATUS THROUGH ACHIEVING A 100% PASSING RATE ON PROFICIENCY TESTING FOR FIVE (5) LRN CORE METHODS (HNPAA, OPNA, NITROGEN MUSTARD, ABRINE, RICININE). THE LRN-C ACHIEVED QUALIFIED STATUS THROUGH ACHIEVING A 100% PASSING RATE ON PROFICIENCY TESTING FOR NEW LRN-C ANALYTES, SBMSE. THE LRN-C RESPONDED TO SPHLS WITHIN THREE (3) BUSINESS DAYS FOR TECHNICAL ASSISTANCE (TA) WITH THE NEW ANALYTES URINE MERCURY AND SBMSE IN URINE/SERUM. THE LRN-C SHIPPED TEN (10) CHALLENGE SAMPLES FOR EACH PROFICIENCY TESTING (PT) EVENT, THREE (3) TIMES A YEAR, TO UP TO 30 SPHLS. THE LRN-C SHIPPED KITS CONTAINING THREE (3) LEVELS OF QUALITY ASSURANCE (QA) MATERIALS TO UP TO 30 SPHLS FOR USE IN MAINTAINING THEIR CORE METHODS FOR THE TOXIC METALS SCREEN PANEL AND MERCURY IN URINE. 100% OF ALL SAMPLES SUSPICIOUS FOR AGENTS ON THE LRN REQUALIFICATION LIST TESTED WITHIN TWO (2) HOURS OF RECEIPT BY LRN-B. THE WADSWORTH CENTER PROVIDED UPDATED INFORMATION THAT DETAILS THE REQUIREMENTS FOR PACKAGING AND SHIPPING OF CLINICAL SPECIMENS FOR BIOLOGICAL AND CHEMICAL TESTING AS NEEDED TO ENSURE PROMPT AND CONFORMING SUBMISSION OF SPECIMENS FOR ANALYSIS. 95% OF THE LAW ENFORCEMENT, EMERGENCY MEDICAL SERVICES (EMS), FIRE AND HAZMAT PERSONNEL WHO ATTENDED THE TRAINING ARE COMPETENT IN THE COLLECTION, PACKAGING AND TRANSPORT OF SUSPICIOUS BIOLOGICAL AND CHEMICAL AGENTS. 100% OF SAMPLES RECEIVED BY NYSDOH LRN-B WERE APPROPRIATELY PACKAGED FOR RECEIPT. THE LRN-C PRODUCED AN APPROVED STANDARD OPERATING PROCEDURES MANUAL (SOPM) THAT MEETS THE CLINICAL LABORATORY IMPROVEMENT AMENDMENT (CLIA) REQUIREMENTS AND PARTICIPATED IN ALL ROUND ROBINS AND/OR SPLIT SAMPLES CONSISTENT WITH CDC LRN-C EXPECTATIONS. 6. THE HRI/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. |
| 990, PART III, LINE 4B. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESS | PREPARDNESS CONTD. ACCOMPLISHMENTS FROM THE PERIOD 04/01/2020 TO 03/31/2021 100% OF CATEGORY I DISEASE REPORTS HAD AN INVESTIGATION INITIATED WITHIN 24 HOURS. 90% OF CATEGORY II DISEASE REPORTS HAD AN INVESTIGATION INITIATED WITHIN THREE (3) BUSINESS DAYS. 85% OF CATEGORY III DISEASE REPORTS HAD AN INVESTIGATION INITIATED WITHIN FIVE (5) BUSINESS DAYS. 100% OF CATEGORY A DISEASE INVESTIGATIONS WERE COMPLETED. 90% OF CATEGORY B DISEASE INVESTIGATIONS WERE COMPLETED. 85% OF CATEGORY C DISEASE INVESTIGATIONS WERE COMPLETED. 100% OF NOTIFIABLE DISEASES REPORTED TO CDC USING DISEASE-SPECIFIC HL7 MESSAGING. 100% OF OUTBREAKS/EVENTS DETECTED USING ADVANCED ANALYTICS TO START COMMUNICABLE DISEASE INVESTIGATIONS AND IMPLEMENTATION OF APPROPRIATE CONTROL MEASURES. 100% OF NOTIFIABLE DISEASES REPORTED THROUGH NSSP ESSENCE TOOL FOR EARLY DETECTION AND RAPID ASSESSMENT OF BIOTERRORISM-RELATED EVENTS NATIONWIDE. HRI/NYSDOH EPIDEMIOLOGY IS DEVELOPING INDIVIDUALIZED REPORTS FOR ALL 57 LHDS TO RECEIVE AND COMPARE ACHIEVEMENT WITH OTHER COUNTIES WITHIN THE SAME GEOGRAPHIC REGION AND SIMILAR POPULATION SIZE TO FORM A COP OF DISEASE SURVEILLANCE STATEWIDE. PROGRAM PERIOD SUCCESSES: COVID-19 RESPONSE HRI/NYSDOH STAFF, FUNDED BY FEDERAL GRANTS OR OTHER NON-STATE APPOINTED POSITIONS, WERE REASSIGNED TO SUPPORT NUMEROUS COVID-19 RESPONSE ACTIVITIES, INCLUDING, INCIDENT MANAGEMENT COORDINATION, STAFFING THE STATE OEM ESF-8 (PUBLIC HEALTH AND MEDICAL) AND ESF-6 (MASS CARE, EMERGENCY ASSISTANCE, HOUSING AND HUMAN SERVICES) DESKS, DRIVE-THROUGH DIAGNOSTIC SWABBING OPERATIONS, SEROLOGY TEST SITES, CALL CENTERS, AIRPORTS AND TRAIN STATIONS FOR SCREENING OF TRAVELERS COMING INTO NEW YORK STATE (NYS) FROM RESTRICTED STATES WITH WIDESPREAD COMMUNITY TRANSMISSION OF COVID-19 AND THE STATE RUN VACCINATION SITES. NYSDOH DEVELOPED AND DISTRIBUTED DOCUMENTS AND PROTOCOLS, INCLUDING FREQUENTLY ASKED QUESTIONS (FAQ) SHEETS, INFECTION CONTROL GUIDANCE DOCUMENTS AND ADVISORIES FOR LHDS HEALTHCARE PARTNERS. NYSDOH STAFF PROVIDED LEADERSHIP AND OVERSIGHT FOR THE IMPLEMENTATION OF NON-PHARMACEUTICAL INTERVENTIONS (NPI), ISOLATION AND QUARANTINE, MEDICAL SURGE, EDUCATION LIAISING, PERSONAL PROTECTIVE EQUIPMENT (PPE) SHORTAGES, MOVEMENT MONITORING, CLEANING, DISINFECTION, CLINICAL UPDATES AND FOR THE ROLLOUT OF VACCINE OPERATIONS. NYSDOH GENERATED INVENTORY REPORTS USING MERITS TO QUICKLY ASSESS STOCKPILED SUPPLY OF PPE AND DURABLE MEDICAL EQUIPMENT, INCLUDING VENTILATORS, IN THE MERC WAREHOUSES AND PRIORITIZE AND EXPEDITE PURCHASES DURING NATIONWIDE SUPPLY CHAIN SHORTAGES. NYSDOH MONITORED INVENTORY IN THE MERC WAREHOUSES AND REPLENISHED AS NEEDED TO MAINTAIN SUPPLY FOR THE DURATION OF THE RESPONSE. HRI/NYSDOH INFORMATICS SUSTAINED EMERGENCY RESPONSE SYSTEMS, SUPPORTED DAILY HERDS SURVEYS, AND PROVIDED ON-CALL SERVICES FOR IHANS BROADCAST NOTIFICATIONS INCLUDING DAILY MONITORING OF EDUCATIONAL INSTITUTIONS AND THE HOSPITAL SURGE AND FLEX OPERATION. SUPPORTING STATE MASS VACCINATION SITES WAS A SIGNIFICANT FOCUS DURING THIS PERIOD, BOTH ONSITE AND REMOTELY. MASS VACCINATION SITES REQUIRED DAILY ADDITIONS AND MODIFICATIONS TO THE SUPPORT ELECTRONIC SYSTEMS DUE TO CONTINUING IDENTIFICATION OF SYSTEM REQUIREMENTS NECESSARY TO IMPROVE THE EFFICIENCY OF VACCINATION OPERATIONS. NYSDOH INFORMATICS CREATED CALL CENTER FUNCTIONALITY TO ASSIST NYS RESIDENTS WHO COULD NOT REGISTER ONLINE, MADE CHANGES TO THE BACKEND SERVERS AND SYSTEMS TO HANDLE THE HIGH VOLUME OF USERS, MODIFIED THE DATA TRANSFER PROCESS OF CDMS TO NEW YORK STATE IMMUNIZATION INFORMATION SYSTEM (NYSIIS) FROM MANUAL TO AUTOMATED AND MADE ADDITIONAL CHANGES AS REQUESTED BY STATE AND DOH EXECUTIVES. NYSDOH INFORMATICS ESTABLISHED A SUPPORT BRIDGE TO MANAGE HCS REQUESTS NEEDED AT THE STATE MASS VACCINATION SITES THAT ARE OPERATING SEVEN (7) DAYS A WEEK. NYSDOH PUBLIC AFFAIRS GROUP (PAG) WORKED WITH THE GOVERNOR'S OFFICE TO PROVIDE NEW YORKERS WITH COMPREHENSIVE DAILY MESSAGING TO REDUCE THE IMPACT OF COVID-19. THIS INCLUDED PARTICIPATION IN NEWS BRIEFINGS, PROACTIVELY INTERACTING WITH THE MEDIA, CREATING NEW PUBLIC SERVICE ANNOUNCEMENTS, MAINTAINING A COVID-19 WEBSITE AND SHARING INFORMATIONAL RESOURCES WITH LHD AND HEALTH CARE ORGANIZATIONS. ALTHOUGH PLANNING HAS CONCENTRATED MORE ON VACCINE DISTRIBUTION AND DISPENSING FROM JANUARY TO MARCH 2021, NYS AND LHD PARTNERS CONTINUED TO EMPHASIZE THE BASICS OF NPIS INCLUDING MASK WEARING AND SOCIAL DISTANCING, ESPECIALLY SINCE MULTIPLE COVID-19 VARIANTS WERE IDENTIFIED IN NYS. ADDITIONALLY, OTHER NPIS ARE STILL IN PLACE AND CONTINUING, INCLUDING AIRPORT SCREENINGS AND CONTACT TRACING. THESE EFFORTS EXEMPLIFY THE PARTNERSHIPS BETWEEN NYSDOH AND THE LHDS TO ENSURE MEASURES ARE TAKEN FROM CASE IDENTIFICATION TO CLEARANCE OF ISOLATION AND QUARANTINE INTERVENTIONS WITHIN THE COMMUNITY. INCREASED COMMUNICATION BETWEEN EPIDEMIOLOGY, CLUSTER RESPONSE TEAMS, AND THE LABORATORY ALLOWED FOR SCHEDULING AND CONTROL OF SPECIMENS SENT TO THE WADSWORTH CENTER FOR TESTING. THE USE OF MULTIPLE TESTING PLATFORMS ALLOWED THE LAB TO PROVIDE RAPID TESTING TURNAROUND TIME WITHOUT INTERRUPTION THROUGHOUT THE PANDEMIC. CROSS TRAINING AND UTILIZATION OF WADSWORTH CENTER PERSONNEL OUTSIDE OF THE VIROLOGY LABORATORY ALLOWED THE LAB TO PROVIDE INCREASED TESTING CAPACITY. ESTABLISHED COMMUNICATION BETWEEN THE LABORATORY AND PARTNERS SUCH AS THE NYS DEPARTMENT OF CORRECTIONS AND COMMUNITY SUPERVISION (DOCCS), NY REGIONAL EPIDEMIOLOGY OFFICES, NURSING HOMES, AND VETERANS' HOMES ALLOWED WADSWORTH CENTER TO RECEIVE REMOTE ORDERS FOR TESTING WHICH ASSISTED LABORATORY WORKFLOW AND PROVIDED AN INCREASED RAPID TURNAROUND TIME. THE LABORATORY WAS ALSO ABLE TO PROVIDE SPECIMEN SHIPPERS TO PARTNERS INCREASING BIOSAFETY PRACTICES AS THESE BOXES WERE IN SHORT SUPPLY THROUGHOUT THE STATE. THE LAB IS PERFORMING VALIDATION AND VERIFICATION STUDIES TO BEGIN MULTIPLEX TESTING. |
| FORM 990, PART III, LINE 4C, CANCER RESEARCH | ROSWELL PARK CANCER INSTITUTE IS A MULTIDISCIPLINARY, TRANSLATIONAL COMPREHENSIVE CANCER CENTER, WITH A MISSION TO ELIMINATE CANCER'S GRIP ON HUMANITY BY UNLOCKING ITS SECRETS THROUGH PERSONALIZED APPROACHES AND UNLEASHING THE HEALING POWER OF HOPE. RPCI UTILIZES ITS COMPREHENSIVE CANCER SUPPORT GRANT (CCSG) THROUGH HRI TO BUILD ON UNIQUE STRENGTHS AND OPPORTUNITIES, MOVING LABORATORY SCIENCE INTO ADVANCED TREATMENT, PREVENTION, DIAGNOSIS, AND EDUCATION. ROSWELL PARK CANCER INSTITUTE'S REVOLUTIONARY RESEARCH MODEL OF A "MULTIDISCIPLINARY APPROACH" TO CANCER WITH SCIENTISTS AND CLINICIANS WORKING IN CONCERT AND IN CONSULT HAS BECOME THE STANDARD BY WHICH ALL MODERN-DAY COMPREHENSIVE CANCER CENTERS ARE MEASURED. HRI CONTINUES TO WORK WITH RPCI LEADERSHIP IN ALL OF THEIR RESEARCH ENDEAVORS. HRI'S CANCER RESEARCH GRANT PORTFOLIO SUPPORTS A NATIONALLY RECOGNIZED RESEARCH ENTERPRISE AT RPCI. THE BUFFALO COMPREHENSIVE CANCER CENTER IS RANKED 14TH AND IS ONE OF ONLY 50 COMPREHENSIVE CANCER CENTERS IN THE COUNTRY. HEALTH RESEARCH INCORPORATED (HRI) PROVIDES EFFECTIVE PRE- AND POST-AWARD EVALUATION, SOLICITATION, AND ADMINISTRATION OF EXTERNAL RESEARCH SUPPORT FROM FEDERAL AND STATE AGENCIES, NOT FOR-PROFIT FOUNDATIONS, AND COMMERCIAL FIRMS IN ACCORDANCE WITH THE REQUIREMENTS OF THE SPONSOR. THE HRI/GRANTS MANAGEMENT STAFF (22 FTES) SUPPORT MORE THAN 541 ACTIVE GRANTS ANNUALLY FOR RPCI, PROVIDING TIMELY AND DETAILED GRANT REVENUE AND EXPENDITURE INFORMATION FOR INTERNAL AND EXTERNAL REVIEW, AS WELL AS ANALYSIS WITH INSTITUTE INVESTIGATORS. HRI'S SUPERIOR GRANT ADMINISTRATION EXPERTISE AND ITS ABILITY TO ATTRACT HIGHLY QUALIFIED RESEARCH STAFF HAVE CONTRIBUTED TO THE CONTINUED UPWARD TRAJECTORY OF THE INSTITUTION AND ITS CANCER RESEARCH. HRI-ROSWELL PARK DIVISION CURRENTLY HAS 541 ACTIVE PROJECTS TOTALING $99.0 MILLION, OF WHICH $66.3 MILLION ARE PEER REVIEWED AWARDS. HRI-ROSWELL PARK'S LARGEST SPONSOR IS THE NATIONAL INSTITUTE OF HEALTH (NIH) REPRESENTING 60% OF TOTAL FUNDING. HRI-ROSWELL PARK DIVISION RECEIVED MORE THAN $117.6 MILLION OF REVENUE IN FY21. |
| FORM 990, PART III, LINE 4D. OTHER PROGRAM SERVICES | BIOMEDICAL RESEARCH PUBLIC AFFAIRS GROUP HEALTH FACILITIES MANAGEMENT SCHOOL OF PUBLIC HEALTH DIVISION OF ADMINISTRATION AND INFORMATION SYSTEM TECHNOLOGY TRANSFER, INTERNALLY SPONSORED RESEARCH AND PUBLIC HEALTH PROGRAMS OFFICE OF PUBLIC HEALTH PROGRAMS AND RESEARCH CENTER FOR ENVIRONMENTAL HEALTH AND RESEARCH OFFICE OF HEALTH SYSTEM MANAGEMENT DIVISION OF HEALTH CARE STANDARDS SURVEY DIVISION OF HEALTH FACILITY PLANNING OFFICE OF HEALTH INSURANCE PROGRAMS OFFICE OF QUALITY AND PATIENT SAFETY |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ANNUAL FORM 990 IS INITIATED BY THE CORPORATE CONTROLLER AND DEVELOPED IN CONJUNCTION WITH THE ASSISTANT DIRECTOR OF FINANCE AND OPERATIONS AND THE EXECUTIVE DIRECTOR. THE FINAL DRAFT IS REVIEWED BY THE THREE KEY PERSONNEL LISTED ABOVE. A COMPARATIVE ANALYSIS TO THE PRIOR YEAR'S FILING IS CONDUCTED AND THEN THE FINAL DRAFT IS PRESENTED TO HEALTH RESEARCH, INC'S INDEPENDENT AUDIT FIRM FOR VALIDATION. ONCE FINALIZED BY THE INDEPENDENT AUDIT FIRM, THE EXECUTIVE DIRECTOR PRESENTS AND REVIEWS THE FORM 990 FILING WITH THE CORPORATION'S SECRETARY/TREASURER AND IF REQUESTED, THE CORPORATION'S VICE PRESIDENT. A COPY OF THE 990 IS PROVIDED TO ALL DIRECTORS OF THE HRI BOARD 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 HOUSE 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 AND THEN FORWARDED TO THE AUDIT COMMITTEE FOR REVIEW AND CONSIDERATION. THE ORGANIZATION IS CONTINUING TO ENHANCE ITS PROCESS TO ENSURE THAT ALL CONFLICT OF INTEREST CERTIFICATIONS ARE DOCUMENTED. 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 | DESCRIPTION ENDING BOOK VALUE COST OF FMV US TREASURIES & SECURITIES $572,410,944 FMV TOTALS $572,410,944 |
| 990, PART XII, LINE 2C | THERE HAVE BEEN NO CHANGES MADE TO THE OVERSIGHT AND SELECTION PROCESS DURING THE TAX PREP YEAR. |