HEALTH EFFECTS INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH EFFECTS INSTITUTE (EIN 04-2708045)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-08
- IRS object ID
- 202601289349302355
- Schema version
- 2024v5.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T10:35:25-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 17TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042708045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH EFFECTS INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 6174882300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEACON STREET 21300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ELENA CRAFT | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6174882300 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2026-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DR ELENA CRAFT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEACON STREET 21300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,252,068 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHEFFECTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | HEALTH EFFECTS INSTITUTE'S MISSION IS TO CONDUCT INDEPENDENT RESEARCH TO PROVIDE HIGH-QUALITY, IMPARTIAL AND RELEVANT SCIENCE ON THE HEALTH EFFECTS OF AIR POLLUTION. THIS IS DONE BY IDENTIFYING THE HIGHEST PRIORITY AREAS FOR HEALTH EFFECT RESEARCH; FUNDING AND OVERSEEING RESEARCH; PROVIDING INDEPENDENT REVIEW OF RELATED RESEARCH PROJECTS; COLLABORATING WITH OTHER INSTITUTIONS; COMMUNICATION OF RESULTS OF HEI RESEARCH AND ANALYSES TO PUBLIC AND PRIVATE DECISION MAKERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,861,503 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,130,326 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $65,703 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $59,995 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,745 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,747 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,968,951 | PYTotalRevenueAmt |
| CY Total Revenue | $13,252,068 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,462,821 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,150,898 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,951,004 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,809,858 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,739,602 | PYOtherExpensesAmt |
| CY Other Expenses | $3,782,326 | CYOtherExpensesAmt |
| PY Total Expenses | $15,153,427 | PYTotalExpensesAmt |
| CY Total Expenses | $15,743,082 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,184,476 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,491,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,012,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,167,337 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,637,893 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,283,655 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,374,696 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,883,682 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEALTH EFFECTS INSTITUTE'S MISSION IS TO CONDUCT INDEPENDENT RESEARCH TO PROVIDE HIGH-QUALITY, IMPARTIAL AND RELEVANT SCIENCE ON THE HEALTH EFFECTS OF AIR POLLUTION. THIS IS DONE BY IDENTIFYING THE HIGHEST PRIORITY AREAS FOR HEALTH EFFECT RESEARCH; FUNDING AND OVERSEEING RESEARCH; PROVIDING INDEPENDENT REVIEW OF RELATED RESEARCH PROJECTS; COLLABORATING WITH OTHER INSTITUTIONS; COMMUNICATION OF RESULTS OF HEI RESEARCH AND ANALYSES TO PUBLIC AND PRIVATE DECISION MAKERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,508,367 | ExpenseAmt |
| Grant | $4,060,362 | GrantAmt |
| Revenue | $59,995 | RevenueAmt |
| Desc | HEI'S ENVIRONMENTAL AND HEALTH PROGRAM TRACKS AIR POLLUTION FROM ITS SOURCES TO ITS HEALTH IMPACTS, STUDYING HOW THOSE EFFECTS OCCUR. OUR RESEARCH QUANTIFIES HOW AIR AND WATER QUALITY, NOISE LEVELS, AND OTHER NON-CHEMICAL FACTORS AFFECT HEALTH AND EXAMINES THE EFFECTS OF NEW FUELS AND TECHNOLOGIES. IT THEN PUTS THE FINDINGS INTO THE CONTEXT OF CURRENT SCIENCE AND POLICY DISCUSSIONS, PLAYING A CRITICAL ROLE IN HELPING DETERMINE EMISSIONS STANDARDS AND OTHER HEALTH PROTECTIVE DECISIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,424,876 | ExpenseAmt |
| Grant | $3,090,536 | GrantAmt |
| Desc | HEI'S ENERGY PROGRAM FUNDS AND SUPPORTS POLICY-RELEVANT RESEARCH ABOUT THE POTENTIAL IMPACTS FROM THE ONSHORE DEVELOPMENT OF OIL AND GAS FROM SHALE AND OTHER UNCONVENTIONAL RESOURCES IN THE UNITED STATES. WE CONVENE INDEPENDENT EXPERTS TO SELECT, OVERSEE, AND REVIEW STUDIES AND BRING TOGETHER LEADERS FROM GOVERNMENT, INDUSTRY, ACADEMIA, AND NON-GOVERNMENTAL ORGANIZATIONS TO GUIDE OUR RESEARCH PRIORITIES. BY SYNTHESIZING AND COMMUNICATING SCIENTIFIC EVIDENCE, WE HELP AUDIENCES IN THE UNITED STATES AND WORLDWIDE USE OUR SCIENCE IN THEIR DECISION-MAKING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $876,848 | ExpenseAmt |
| Desc | HEI'S GLOBAL INITIATIVES PROGRAM ENGAGES IN PROJECTS AROUND THE WORLD, APPLYING SCIENCE TO BETTER UNDERSTAND THE HEALTH IMPACTS OF AIR POLLUTION. WORKING CLOSELY WITH LOCAL AND REGIONAL PARTNERS, ESPECIALLY IN AREAS IN AFRICA AND ASIA, THE PROGRAM INFORMS POLICY ACTION GLOBALLY, FROM BROAD STRATEGIES TO LOCAL, TARGETED INITIATIVES, AND STRENGTHENING SCIENTIFIC CAPACITY TO COMPLEMENT ONGOING IN-COUNTRY ACTIVITIES. THE PROGRAM'S FLAGSHIP INITIATIVE, STATE OF GLOBAL AIR (SOGA), TRACKS ANNUAL AIR POLLUTION EXPOSURES FOR FINE PARTICLES, OZONE, NITROGEN DIOXIDE, AND HOUSEHOLD AIR POLLUTION IN ADDITION TO THE BURDEN OF DISEASE ATTRIBUTABLE TO AIR POLLUTION IN CITIES AND COUNTRIES AROUND THE WORLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,810,091 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 35 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE RUTLEDGE | PersonNm |
| Phone | 6174882338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEACON STREET SUITE 21300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ALAN LESHNER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $10,000 | $0 | $0 | |||
| ANA DIEZ ROUX | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $7,500 | $0 | $0 | |||
| CATHERINE ROSS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $7,500 | $0 | $0 | |||
| HOMER BOUSHEY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $7,500 | $0 | $0 | |||
| JARED COHON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $3,750 | $0 | $0 | |||
| KAREN SETO | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $7,500 | $0 | $0 | |||
| MARTHA CRAWFORD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $7,500 | $0 | $0 | |||
| MARTHA RUDOLPH | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $7,500 | $0 | $0 | |||
| MELVILLE BOUFFORD | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $7,500 | $0 | $0 | |||
| MICHAEL KLAG | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $7,500 | $0 | $0 | |||
| RICHARD MESERVE | ||||||||
| BOARD CHAIRMAN | 2.00 | Yes (X) | $25,000 | $0 | $0 | Yes (X) | ||
| STEPHEN CORMAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $10,000 | $0 | $0 | |||
| ELENA CRAFT | ||||||||
| PRESIDENT | 35.00 | $359,195 | $0 | $40,205 | Yes (X) | |||
| THOMAS CHAMPOUX | ||||||||
| DIRECTOR OF SCIENCE COMMUNICATION | 35.00 | $162,822 | $0 | $22,910 | Yes (X) | |||
| ELLEN MANTUS | ||||||||
| DIRECTOR OF SCIENCE | 35.00 | $284,828 | $0 | $28,252 | Yes (X) | |||
| JACQUELINE RUTLEDGE | ||||||||
| DIRECTOR OF F&A | 35.00 | $245,551 | $0 | $32,100 | Yes (X) | |||
| DONNA VORHEES | ||||||||
| DIRECTOR OF HEI ENERGY | 35.00 | $287,905 | $0 | $30,329 | Yes (X) | |||
| DANIEL CROUSE | ||||||||
| SENIOR SCIENTIST | 35.00 | $132,316 | $0 | $50,102 | Yes (X) | |||
| CLOELLE DANFORTH | ||||||||
| SENIOR SCIENTIST | 35.00 | $127,917 | $0 | $23,284 | Yes (X) | |||
| PHILIP DEMARCO | ||||||||
| CONTROLLER | 35.00 | $169,524 | $0 | $23,435 | Yes (X) | |||
| JASON DESMOND | ||||||||
| DEPUTY DIRECTOR OF F&A | 35.00 | $167,214 | $0 | $46,691 | Yes (X) | |||
| PALLAVI PANT | ||||||||
| HEAD OF GLOBAL INITIATIVES | 35.00 | $161,963 | $0 | $26,610 | Yes (X) | |||
| ROBERT O'KEEFE | ||||||||
| FORMER VICE PRESIDENT | 35.00 | $381,974 | $0 | $29,492 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,589,959 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $353,410 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,364,028 | GovernmentGrantsAmt |
| All Other Contributions | $5,766,298 | AllOtherContributionsAmt |
| Total Contributions | $13,130,326 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $59,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,995 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $59,995 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,747 | TotalRevenueColumnAmt |
| Exclusion | $61,747 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,252,068 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,995 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,747 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,600,295 | TotalAmt |
| Program Services | $5,600,295 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550,603 | TotalAmt |
| Program Services | $1,550,603 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,642,837 | TotalAmt |
| Program Services | $1,019,893 | ProgramServicesAmt |
| Management And General | $622,944 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,201,291 | TotalAmt |
| Program Services | $1,513,347 | ProgramServicesAmt |
| Management And General | $687,944 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,739 | TotalAmt |
| Program Services | $206,459 | ProgramServicesAmt |
| Management And General | $98,280 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,079 | TotalAmt |
| Program Services | $262,244 | ProgramServicesAmt |
| Management And General | $124,835 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,912 | TotalAmt |
| Program Services | $185,574 | ProgramServicesAmt |
| Management And General | $88,338 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,451 | TotalAmt |
| Program Services | $101,351 | ProgramServicesAmt |
| Management And General | $31,100 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,975 | TotalAmt |
| Program Services | $51,990 | ProgramServicesAmt |
| Management And General | $21,985 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,582 | TotalAmt |
| Program Services | $52,574 | ProgramServicesAmt |
| Management And General | $20,008 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,340 | TotalAmt |
| Program Services | $321,355 | ProgramServicesAmt |
| Management And General | $20,985 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,725 | TotalAmt |
| Program Services | $312,553 | ProgramServicesAmt |
| Management And General | $132,172 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,792 | TotalAmt |
| Program Services | $337,959 | ProgramServicesAmt |
| Management And General | $49,833 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,454 | TotalAmt |
| Program Services | $453,454 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,122 | TotalAmt |
| Program Services | $10,628 | ProgramServicesAmt |
| Management And General | $4,494 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,927 | TotalAmt |
| Program Services | $33,683 | ProgramServicesAmt |
| Management And General | $14,244 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SCIENTIFIC CONSULTING | $1,499,224 | $1,499,224 | |
| PROFESSIONAL SERVICES | $262,898 | $250,162 | $12,736 |
| PRINTING & PUBLICATIONS | $49,836 | $46,743 | $3,093 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,743,082 | TotalAmt |
| Program Services | $13,810,091 | ProgramServicesAmt |
| Management And General | $1,932,991 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,038,560 | BOYAmt |
| EOY | $9,060,913 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,270,282 | BOYAmt |
| EOY | $758,233 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,853 | BOYAmt |
| EOY | $122,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $108,886 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $91,552 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,288 | BOYAmt |
| EOY | $17,334 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,606 | BOYAmt |
| EOY | $208,267 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,012,589 | BOYAmt |
| EOY | $10,167,337 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,628,874 | BOYAmt |
| EOY | $3,781,672 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,084 | BOYAmt |
| EOY | $260,823 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,935 | BOYAmt |
| EOY | $241,160 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,637,893 | BOYAmt |
| EOY | $4,283,655 | 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 | $1,979,699 | BOYAmt |
| EOY | $2,085,944 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,394,997 | BOYAmt |
| EOY | $3,797,738 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,374,696 | BOYAmt |
| EOY | $5,883,682 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,012,589 | BOYAmt |
| EOY | $10,167,337 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,491,014 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $12,481,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,032,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,910,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,861,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,130,326 | CurrentTaxYearAmt |
| Total | $68,416,289 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,481,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,032,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,910,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,861,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,130,326 | CurrentTaxYearAmt |
| Total | $68,416,289 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,110,456 | SubstantialContributorsTotAmt |
| Public Support Total170 | $59,305,833 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,747 | CurrentTaxYearAmt |
| Total | $115,463 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $68,531,752 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $235,715 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84400 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,743,082 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,743,082 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $937,154 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $234,289 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $805,806 | CurrentYearMinus3Amt |
| Current Year Minus2 | $920,635 | CurrentYearMinus2Amt |
| Current Year Minus1 | $907,671 | CurrentYearMinus1Amt |
| Current Year | $937,154 | CurrentYearAmt |
| Total | $3,571,266 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,356,899 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $21,234 | CurrentYearMinus3Amt |
| Current Year Minus2 | $39,460 | CurrentYearMinus2Amt |
| Current Year Minus1 | $15,854 | CurrentYearMinus1Amt |
| Total | $76,548 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $201,452 | CurrentYearMinus3Amt |
| Current Year Minus2 | $230,159 | CurrentYearMinus2Amt |
| Current Year Minus1 | $226,918 | CurrentYearMinus1Amt |
| Current Year | $234,289 | CurrentYearAmt |
| Total | $892,818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,339,227 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,374,696 | BeginningYearBalanceAmt |
| Contributions | $13,252,068 | ContributionsAmt |
| Other Expenditures | $15,743,082 | OtherExpendituresAmt |
| End Year Balance | $5,883,682 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,559,172 | BeginningYearBalanceAmt |
| Contributions | $12,968,951 | ContributionsAmt |
| Other Expenditures | $15,153,427 | OtherExpendituresAmt |
| End Year Balance | $8,374,696 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,988,059 | BeginningYearBalanceAmt |
| Contributions | $14,983,818 | ContributionsAmt |
| Other Expenditures | $15,412,705 | OtherExpendituresAmt |
| End Year Balance | $10,559,172 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,023,199 | BeginningYearBalanceAmt |
| Contributions | $15,080,985 | ContributionsAmt |
| Other Expenditures | $13,116,125 | OtherExpendituresAmt |
| End Year Balance | $10,988,059 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,314,469 | BeginningYearBalanceAmt |
| Contributions | $12,481,645 | ContributionsAmt |
| Other Expenditures | $10,772,915 | OtherExpendituresAmt |
| End Year Balance | $9,023,199 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35450 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.64550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,244 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,642 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,308 | DepreciationAmt |
| Book Value | $17,334 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,334 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE OBLIGATIONS | $234,092 |
| FINANCE LEASE OBLIGATIONS | $7,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $241,160 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,252,068 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,252,068 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,252,068 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,743,082 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,743,082 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,743,082 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FUNDS SET ASIDE BY THE BOARD OF DIRECTORS FOR STRATEGIC PURPOSES AND TO PROVIDE INVESTMENT INCOME TO SUPPORT OPERATIONS. THESE AMOUNTS MAY ONLY BE USED WITH THE APPROVAL OF THE BOARD OF DIRECTORS. |
| PART X, LINE 2: | THE INSTITUTE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE INSTITUTE HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION AS TO WHAT INCOME IS RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE INSTITUTE HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE INSTITUTE IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE INSTITUTE'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | HEALTH EFFECTS OF POLLUTANTS FROM MOTOR VEHICLES | $440,353 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | HEALTH EFFECTS OF POLLUTANTS FROM MOTOR VEHICLES | $1,110,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,550,603 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,550,603 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | SCIENTIFIC RESEARCH | $411,270 | COST REIMBURSEMENT | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SCIENTIFIC RESEARCH | $29,083 | COST REIMBURSEMENT | $0 |
| NORTH AMERICA | SCIENTIFIC RESEARCH | $459,200 | COST REIMBURSEMENT | $0 |
| NORTH AMERICA | SCIENTIFIC RESEARCH | $168,947 | COST REIMBURSEMENT | $0 |
| NORTH AMERICA | SCIENTIFIC RESEARCH | $482,103 | COST REIMBURSEMENT | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A STAFF SCIENTIST IS ASSIGNED TO OVERSEE THE PROJECTS. THE PRINCIPAL INVESTIGATOR ON THE RESEARCH PROJECT IS REQUIRED TO FILE PERIODIC PROGRESS REPORTS WHICH ARE REVIEWED BY BOTH THE HEI SCIENTIFIC AND FINANCIAL STAFF AND PERIODS OF SUBSEQUENT FUNDING MUST BE APPROVED BY THE HEI RESEARCH COMMITTEE BASED ON THE RESULTS OF THE PROGRESS REPORTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| HARVARD UNIVERSITY | ||||||||
| 1350 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)3 | $598,327 | $0 | SCIENTIFIC RESEARCH |
| GEORGIA TECH RESEARCH CORP | ||||||||
| 505 TENTH STREET | ATLANTA | GA | 30332 | 580603146 | 501(C)3 | $103,637 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90089 | 951642394 | 501(C)3 | $314,885 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| 300 MASSACHUSETTS AVE | AMHERST | MA | 01003 | 043167352 | 501(C)3 | $125,000 | $0 | SCIENTIFIC RESEARCH |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | 956006143 | 501(C)3 | $161,075 | $0 | SCIENTIFIC RESEARCH |
| PENN STATE UNIVERSITY | ||||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | 246000376 | 501(C)3 | $620,207 | $0 | SCIENTIFIC RESEARCH |
| COLORADO STATE UNIVERSITY | ||||||||
| 711 OVAL DRIVE | FORT COLLINS | CO | 80523 | 846000545 | GOV'T | $440,630 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF FLORIDA | ||||||||
| 250 GALE LEMERAND DRIVE | GAINSVILLE | FL | 32611 | 596002052 | 501(C)3 | $40,651 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF WASHINGTON | ||||||||
| 3917 UNIVERSITY WAY | SEATTLE | WA | 98105 | 916001537 | 501(C)3 | $258,121 | $0 | SCIENTIFIC RESEARCH |
| GEORGE MASON UNIVERSITY | ||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 541603842 | 501(C)3 | $437,199 | $0 | SCIENTIFIC RESEARCH |
| EMORY UNIVERSITY | ||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 30332 | 580566256 | 501(C)3 | $247,160 | $0 | SCIENTIFIC RESEARCH |
| TEXAS A&M UNIVERSITY | ||||||||
| 400 BIZZELL ST | COLLEGE STATION | TX | 77840 | 742270624 | GOV'T | $150,934 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF COLORADO | ||||||||
| 1800 GRANT STREET | DENVER | CO | 80203 | 846000555 | GOV'T | $27,099 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 1 UNIVERSITY STATION | AUSTIN | TX | 90089 | 746000203 | 501(C)3 | $1,122,489 | $0 | SCIENTIFIC RESEARCH |
| COLUMBIA UNIVERSITY | ||||||||
| 116TH AND BROADWAY | NEW YORK | NY | 10027 | 135598093 | 501(C)3 | $38,491 | $0 | SCIENTIFIC RESEARCH |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | 060646973 | 501(C)3 | $480,617 | $0 | SCIENTIFIC RESEARCH |
| BOSTON UNIVERSITY | ||||||||
| ONE SILBER WAY | BOSTON | MA | 02215 | 042103547 | 501(C)3 | $344,034 | $0 | SCIENTIFIC RESEARCH |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | 362167817 | 501(C)3 | $235,634 | $0 | SCIENTIFIC RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A STAFF SCIENTIST IS ASSIGNED TO OVERSEE THE PROJECTS. THE PRINCIPAL INVESTIGATOR ON THE RESEARCH PROJECT IS REQUIRED TO FILE PERIODIC PROGRESS REPORTS WHICH ARE REVIEWED BY BOTH THE HEI SCIENTIFIC AND FINANCIAL STAFF AND PERIODS OF SUBSEQUENT FUNDING MUST BE APPROVED BY THE HEI RESEARCH COMMITTEE BASED ON THE RESULTS OF THE PROGRESS REPORTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT O'KEEFE | ||||||||||||||
| FORMER VICE PRESIDENT | $380,120 | $0 | $0 | $0 | $1,854 | $0 | $21,108 | $0 | $8,384 | $0 | $411,466 | $0 | $0 | $0 |
| ELENA CRAFT | ||||||||||||||
| PRESIDENT | $358,643 | $0 | $0 | $0 | $552 | $0 | $28,800 | $0 | $11,405 | $0 | $399,400 | $0 | $0 | $0 |
| DONNA VORHEES | ||||||||||||||
| DIRECTOR OF HEI ENERGY | $286,321 | $0 | $0 | $0 | $1,584 | $0 | $22,400 | $0 | $7,929 | $0 | $318,234 | $0 | $0 | $0 |
| ELLEN MANTUS | ||||||||||||||
| DIRECTOR OF SCIENCE | $283,244 | $0 | $0 | $0 | $1,584 | $0 | $22,400 | $0 | $5,852 | $0 | $313,080 | $0 | $0 | $0 |
| JACQUELINE RUTLEDGE | ||||||||||||||
| DIRECTOR OF F&A | $243,697 | $0 | $0 | $0 | $1,854 | $0 | $18,640 | $0 | $13,460 | $0 | $277,651 | $0 | $0 | $0 |
| JASON DESMOND | ||||||||||||||
| DEPUTY DIRECTOR OF F&A | $166,998 | $0 | $0 | $0 | $216 | $0 | $14,348 | $0 | $32,343 | $0 | $213,905 | $0 | $0 | $0 |
| PHILIP DEMARCO | ||||||||||||||
| CONTROLLER | $167,670 | $0 | $0 | $0 | $1,854 | $0 | $12,660 | $0 | $10,775 | $0 | $192,959 | $0 | $0 | $0 |
| PALLAVI PANT | ||||||||||||||
| HEAD OF GLOBAL INITIATIVES | $161,747 | $0 | $0 | $0 | $216 | $0 | $13,087 | $0 | $13,523 | $0 | $188,573 | $0 | $0 | $0 |
| THOMAS CHAMPOUX | ||||||||||||||
| DIRECTOR OF SCIENCE COMMUNICATION | $161,238 | $0 | $0 | $0 | $1,584 | $0 | $12,293 | $0 | $10,617 | $0 | $185,732 | $0 | $0 | $0 |
| DANIEL CROUSE | ||||||||||||||
| SENIOR SCIENTIST | $131,956 | $0 | $0 | $0 | $360 | $0 | $11,328 | $0 | $38,774 | $0 | $182,418 | $0 | $0 | $0 |
| CLOELLE DANFORTH | ||||||||||||||
| SENIOR SCIENTIST | $127,677 | $0 | $0 | $0 | $240 | $0 | $10,400 | $0 | $12,884 | $0 | $151,201 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE PROCESS FOR THE REVIEW OF THE FORM 990 IS TO REVIEW THE MAJOR ELEMENTS AND POLICIES WITH THE BOARD OF DIRECTORS AT THEIR FALL AND WINTER MEETINGS, AND THEN INCLUDE A FINAL DRAFT OF THE FORM 990 TO THE FULL BOARD OF DIRECTORS IN THE BINDER OF MATERIALS FOR THEIR REGULARLY SCHEDULED APRIL MEETING. THE DRAFT IS PREPARED BY CBIZ MHM, LLC WITH INFORMATION FROM THE AUDITED FINANCIAL STATEMENTS PREPARED BY MAYER HOFFMAN MCCANN PC. ADDITIONAL FINANCIAL AND NARRATIVE INFORMATION REQUIRED FOR THE RETURN IS PREPARED AND PROVIDED TO CBIZ MHM, LLC BY THE HEI DIRECTOR OF FINANCE & ADMINISTRATION. THE DIRECTOR AND F&A STAFF REVIEW THE DRAFT FORM FOR ACCURACY AND IT IS THEN REVIEWED BY THE HEI PRESIDENT AND VICE-PRESIDENT AND TREASURER BEFORE IT IS FORWARDED TO THE BOARD. THE BOARD REVIEWS THE FORM AND MAKES COMMENTS AND SUGGESTIONS FOR REVISIONS AT THEIR REGULARLY SCHEDULED APRIL MEETING. THE FINAL FORM 990 IS THEN PRODUCED AND REVIEWED BY THE DIRECTOR OF F&A FOR ACCURACY. THE FINAL FORM 990 IS SENT TO THE CHAIRMAN OF AUDIT AND FINANCE COMMITTEE FOR HIS REVIEW. ONCE THE FORM HAS BEEN REVIEWED, IT IS SIGNED BY THE PRESIDENT/CEO AND SENT TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT WAS APPROVED BY THE BOARD OF DIRECTORS IN 2003. THE BOARD REVIEWED THE POLICY IN CONJUNCTION WITH THE REQUIREMENTS OF THE NEW FORM 990 AND THE POLICY WAS EXPANDED IN SCOPE TO INCLUDE MORE EMPHASIS ON FINANCIAL CONFLICTS AS WELL AS CONFLICTS IN THE AWARD OF SCIENTIFIC GRANTS AND CONTRACTS WHICH WAS THE EMPHASIS OF THE ORIGINAL POLICY. THE UPDATED POLICY WAS APPROVED BY THE HEI BOARD OF DIRECTORS IN APRIL, 2010. IT REQUIRES ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO FILE AN ANNUAL DISCLOSURE OF ANY INTERESTS, FINANCIAL OR SCIENTIFIC, THAT COULD POTENTIALLY BE THE SOURCE OF CONFLICTS. UNDER THE CURRENT POLICY, THE MEMBERS OF HEI'S HEALTH RESEARCH COMMITTEE AND HEALTH REVIEW COMMITTEE ARE REQUIRED TO SUBMIT ANNUAL CONFLICT OF INTEREST DISCLOSURES TO THE DIRECTOR OF SCIENCE WHO REVIEWS THEM AND RAISES ANY POTENTIAL CONCERNS WITH THE HEI PRESIDENT. THE NEW POLICY EXPANDS THE ANNUAL DISCLOSURE TO ALL DIRECTORS AND KEY EMPLOYEES. THE DIRECTOR OF SCIENCE WILL CONTINUE TO REVIEW THE STATEMENTS FOR SCIENTIFIC CONFLICTS AND THE DIRECTOR OF F&A WILL REVIEW THEM FOR FINANCIAL CONFLICTS, WITH EACH REFERRING ANY CONCERNS TO THE HEI PRESIDENT TO DETERMINE IF ANY ACTION IS REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARY OF HEI'S CEO/EXECUTIVE DIRECTOR IS SET ACCORDING TO A PROCESS THAT WAS ESTABLISHED BY THE INDEPENDENT BOARD OF DIRECTORS AND LED BY THE CHAIR OF THE BOARD COMMITTEE FOR GOVERNANCE AND COMPENSATION. THE CHAIR OF THE COMMITTEE CONDUCTS A PERFORMANCE REVIEW THAT INCLUDES INPUT FROM A SELF-EVALUATION AND INPUT FROM OTHER HEI STAFF. A SALARY SURVEY WAS CONDUCTED BY QUATT ASSOCIATES USING NOT FOR PROFIT ORGANIZATIONS SIMILAR TO HEI TO ARRIVE AT SALARY LEVELS FOR THE HEI CEO AND ALL OTHER STAFF. THE PERFORMANCE EVALUATION AND THE SALARY DATA FROM THE SURVEY ARE THE CRITERIA USED TO DETERMINE THE SALARY. THE DELIBERATIONS OF THE COMMITTEE ARE RECORDED CONTEMPORANEOUSLY AND DOCUMENTATION IS PROVIDED BY THE CHAIRMAN OF THE BOARD OF DIRECTORS TO THE HEI DIRECTOR OF FINANCE AND ADMINISTRATION. THE PROCESS TO DETERMINE SALARIES FOR OTHER OFFICERS AND KEY EMPLOYEES IS BASED ON THE SAME COMPARABILITY DATA THAT THE BOARD OF DIRECTORS USES TO DETERMINE THE SALARY OF THE CEO. THE CEO/EXECUTIVE DIRECTOR CONDUCTS PERFORMANCE EVALUATIONS FOR THE OTHER OFFICERS WHO REPORT TO HIM AND SETS THEIR SALARIES BASED ON THE PERFORMANCE EVALUATIONS AND THE COMPARABILITY DATA FOR THEIR POSITIONS. THE SALARIES FOR OTHER KEY EMPLOYEES ARE SET USING THE SAME COMPARABILITY DATA AFTER A PERFORMANCE REVIEW CONDUCTED BY THE OFFICER IN CHARGE OF THEIR DEPARTMENT, WITH INPUT FROM THEIR IMMEDIATE SUPERVISOR IF APPROPRIATE. THE SALARY COMPARABILITY DATA IS UPDATED PERIODICALLY, AND ADJUSTMENTS MADE TO ALL SALARY SCALES AS APPROPRIATE AND BASED ON MARKET CONDITIONS FOR COMPARABLE POSITIONS AND ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE HEI TAX RETURNS ARE AVAILABLE ON THE CANDID WEBSITE AND ALSO UPON REQUEST TO HEI FROM A LINK ON THE HEI WEBSITE. THE HEI ANNUAL REPORT SUMMARIZING THE HEI ANNUAL FINANCIAL AUDIT IS AVAILABLE ON THE HEI WEBSITE WITH NECESSARY INFORMATION AND READERS ARE INVITED TO CONTACT HEI TO REQUEST ADDITIONAL INFORMATION AND/OR THE FULL AUDITED STATEMENTS. IN ADDITION, OUR FORMS 990 (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US. OUR AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US. IN ADDITION, VARIOUS OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE OFFICIAL WEBSITE OF THE SECRETARY OF STATE OF MASSACHUSETTS AT: WWW.CORP.SEC.STATE.MA.US/CORP/CORPSEARCH/CORPSEARCHINPUT.ASP |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH EFFECTS INSTITUTE - ENERGY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEACON STREET SUITE 21300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832222733 | EIN |
| Primary Activities | SCIENTIFIC TESTING FOR PUBLIC SAFETY | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH EFFECTS INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |