TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) CHERYL A MATTOX...................................................................... EXECUTIVE DIRECTOR	38.00 .................	X	X		176,741	0	56,162
(2) ANDREW RUBY...................................................................... SECRETARY/TREASURER	2.00 .................	X	X		0	0	0
(3) MICHAEL B SEXTON ESQ...................................................................... DIRECTOR	0.20 .................	X			0	0	0
(4) CANDACE JOHNSON...................................................................... DIRECTOR	0.20 .................	X			0	0	0
(5) TIM REYNOLDS CPA...................................................................... DIRECTOR	0.20 .................	X			0	0	0
(6) JUSTIN P RUNKE ESQ...................................................................... DIRECTOR	0.20 .................	X			0	0	0
(7) MARY APPLEGATE...................................................................... DIRECTOR	0.20 .................	X			0	0	0
(8) MICHAEL NAZARKO...................................................................... VICE PRESIDENT	2.00 .................	X	X		0	0	0
(9) JAMES V MCDONALD...................................................................... PRESIDENT	2.00 .................	X	X		0	0	0
(10) TERESA MAKAROWSKY...................................................................... CORPORATE CONTROLLER	38.00 .................		X		154,296	0	53,801
(11) MARY E REID...................................................................... CHIEF, CANCER SCREENIN	38.00 .................			X	309,892	0	76,254
(12) CHARLES J GONZALEZ...................................................................... MEDICAL DIRECTOR, AI	38.00 .................			X	202,295	0	61,241
(13) MICHAEL J PRIMEAU...................................................................... DIR. OFFICE OF HEALTH EMG PREP	38.00 .................			X	196,127	0	29,907
(14) THERESA HAHN...................................................................... MEM. CANCER PREV. & CONTROL	38.00 .................			X	198,607	0	55,108
(15) JULIE GUIDO...................................................................... EXECUTIVE DIRECTOR, CRS	38.00 .................			X	194,797	0	53,565

(A) Name and business address	(B) Description of services	(C) Compensation
OPAD MEDIA SOLUTIONS 275 MADISON AVE NEW YORK,NY10016	CONSULTANT	6,369,131
PUBLIC CONSULTING GROUP LLC PO BOX 845308 BOSTON,MA02284	CONSULTANT	3,988,791
PROLINK STAFFING SERVICES LLC 4600 MONTGOMERY RD SUITE 300 CINCINNATI,OH45212	STAFFING SERVICES	1,315,615
MINIVAX LLC ELM CARLTON STREET BUFFALO,NY14263	CONSULTANT	355,626
HODGSON RUS LLP 677 BROADWAY SUITE 401 ALBANY,NY12207	CONSULTANT	320,302
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 13

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

HEALTH RESEARCH INC

Employer identification number

14-1402155

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,311,261,527	1,151,309,749	1,329,552,821	987,415,325	1,031,359,860	5,810,899,282
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	1,311,261,527	1,151,309,749	1,329,552,821	987,415,325	1,031,359,860	5,810,899,282
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.						5,810,899,282

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	1,311,261,527	1,151,309,749	1,329,552,821	987,415,325	1,031,359,860	5,810,899,282
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	15,355,775	8,260,752	1,837,714	9,214,142	33,496,758	68,165,141
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						5,879,064,423

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

98.840 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

99.150 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

HEALTH RESEARCH INC

Employer identification number

14-1402155

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization HEALTH RESEARCH INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization HEALTH RESEARCH INC		Employer identification number 14-1402155

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization HEALTH RESEARCH INC			Employer identification number 14-1402155
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

HEALTH RESEARCH INC

Employer identification number

14-1402155

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	24,863	31,856	31,823	31,672	624,319
b	Contributions ...
c	Net investment earnings, gains, and losses		570	33	151	8,684
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	-24,863	-7,563			-601,331
f	Administrative expenses ....
g	End of year balance ......		24,863	31,856	31,823	31,672

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	572,292	358,409	213,883
d	Equipment ....	3,467,619	3,194,364	273,255
e	Other .....	4,374,895	382,201	3,992,694
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				4,479,832

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
Agency Fund - See Part XIII	5,607,795
Operating Lease Liability	12,315,331







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	17,923,126
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	1,074,662,740
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	10,783,624
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	10,783,624
3	Subtract line 2e from line 1..................			3	1,063,879,116
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	1,063,879,116

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1	1,143,061,495
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e	0
3	Subtract line 2e from line 1...................		3	1,143,061,495
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	1,143,061,495

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 1	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. DURING FISCAL YEAR 2024, THE BOARD AND NYS OFFICE OF THE ATTORNEY GENERAL APPROVED RELEASING THE RESTRICTION ON THE REMAINING ENDOWMENT. ACCORDINGLY, THE FUNDS WERE MADE AVAILABLE TO THE INTENDED PROGRAMS DURING FISCAL YEAR 2024
PART X, LINE 1 (2)	OPERATING LEASE LIABILITY $12,315,331
PART X, LINE 1 (2)	AGENCY FUNDS THE CORPORATION IS ADMINISTERING ON BEHALF OF THE OFFICE OF THE ATTORNEY GENERAL, NEW YORK STATE DEPARTMENT OF LAW (OAG), PURSUANT TO A FUNDING ADMINISTRATION AGREEMENT.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

HEALTH RESEARCH INC

Employer identification number

14-1402155

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MARY E REID CHIEF, CANCER SCREENIN	(i) (ii)	309,892 ------------- 0	0 ------------- 0	0 ------------- 0	46,174 ------------- 0	30,080 ------------- 0	386,146 ------------- 0	0 ------------- 0
2CHARLES J GONZALEZ MEDICAL DIRECTOR, AI	(i) (ii)	202,295 ------------- 0	0 ------------- 0	0 ------------- 0	30,142 ------------- 0	31,099 ------------- 0	263,536 ------------- 0	0 ------------- 0
3THERESA HAHN MEM. CANCER PREV. & CONTROL	(i) (ii)	179,969 ------------- 0	0 ------------- 0	18,638 ------------- 0	29,592 ------------- 0	25,516 ------------- 0	253,715 ------------- 0	0 ------------- 0
4JULIE GUIDO EXECUTIVE DIRECTOR, CRS	(i) (ii)	176,916 ------------- 0	0 ------------- 0	17,881 ------------- 0	29,025 ------------- 0	24,540 ------------- 0	248,362 ------------- 0	0 ------------- 0
5CHERYL A MATTOX EXECUTIVE DIRECTOR	(i) (ii)	146,741 ------------- 0	0 ------------- 0	30,000 ------------- 0	26,335 ------------- 0	29,827 ------------- 0	232,903 ------------- 0	0 ------------- 0
6MICHAEL J PRIMEAU DIR. OFFICE OF HEALTH EMG PREP	(i) (ii)	196,127 ------------- 0	0 ------------- 0	0 ------------- 0	29,223 ------------- 0	684 ------------- 0	226,034 ------------- 0	0 ------------- 0
7TERESA MAKAROWSKY CORPORATE CONTROLLER	(i) (ii)	149,590 ------------- 0	0 ------------- 0	4,706 ------------- 0	22,990 ------------- 0	30,811 ------------- 0	208,097 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Part I, Line 1a	PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION THIS AMOUNT REPRESENTS EMPLOYEE CONTRIBUTIONS OF THEIR BASE COMPENSATION TO AN INDIVIDUAL DEFERRED COMPENSATION PLAN

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

HEALTH RESEARCH INC

Employer identification number

14-1402155

Return Reference	Explanation
Form 990, Part I, Line 1, Organization's Mission:	Building a healthier future for New York State and beyond through the delivery of funding and program support to further public health and research programs. Administer gifts and grants in keeping with the health research, prevention, and treatment purpose of the New York State Department of Health (NYSDOH), the Roswell Park Cancer Institute Corporation (RPCIC) and other health related public and private entities; also including intellectual property management and technology transfer.
990, PART I, LINE 1, SIGNIFICANT ACTIVITIES	The following awards highlight a few of the many sponsored projects that Health Research, Inc has administered funding for during the reporting period: Data Analysis and Collaboration to Maximize Overdose Prevention The NYSDOH/Health Research Inc. seeks to increase Prescription Monitoring Program (PDMP) use among practitioners and collaborate with local health departments (LHDs) and State partners to incorporate PDMP data into overdose prevention planning. This project has two objectives. (1) NYSDOH, Bureau of Narcotic Enforcement (BNE) will collect qualitative data from practitioners to identify barriers to PDMP searching, distribute unsolicited reports to practitioners, and develop and disseminate provider education to increase PDMP utilization. (2) NYSDOH/BNE will partner with the Office of Drug User Health (ODUH) and New York State Association of County Health Officials (NYSACHO) to facilitate relationship building with LHDs. MRC State, Territory and Tribal Nations Representative Organizations for Next Generation MRCSTRONG The goals of this project are: 1) to enhance the state's existing Emergency System for Advance Registration of Volunteer Health Professionals (ESAR-VHP) capabilities; 2) assist NYS MRC Units in rebuilding their organizations from the foundation up. The two (2) principal objectives: 1) to use lessons learned from the NYS response to COVID-19 to develop the ServNY ESAR-VHP into a comprehensive Volunteer Management System (VMS) platform; 2) to provide the thirty (30) existing NYSMRC units with the necessary tools and associated funding required to provide for centralized background checks, uniform and badging, spontaneous volunteer capacity, and promotional campaigns for long-term MRC grown and sustainability. BOLD NYSDOH Coalition Addressing Risk Reduction, Early Detection, and ADRD Diagnosis BOLD project focuses on 3 priority initiatives intended to expand the NYSDOH Alzheimer's Disease and Related Dementias (ADRD) Coalition, promote brain health and ADRD risk reduction strategies and enhance the availability of detection and diagnostic services in NYS. Project initiatives include: 1. Expanding the ADRD Coalition to include representation on the NYS Coordinating Council for Services Related to ADRD (Council) by the NYS Chronic Disease. Opportunities will be explored to integrate brain health and ADRD risk reduction strategies into relevant chronic disease public awareness messaging, 2. Enhancing the public health approach to ADRD in NYS by leveraging current relationships between the NYSDOH ADP, area Offices of Aging, the Alzheimer's Association and local public health departments to build resources that promote brain health and risk reduction strategies to consumers at a local level, and 3. Increasing access to early detection and diagnostic services for those individuals suspected of having ADRD. Characterization of novel kin recognition system in mycobacteria Mycobacterial diseases are a huge burden on global public health. There is a need to better understand the biology of mycobacteria. This project aims to characterize a novel mechanism of chromosomal DNA transfer that has been described in both fast- and slow growing mycobacteria and, as hypothesized, has played a major role in mycobacterial cell-cell communication and the evolution of mycobacterial pathogens.
990, Part III, Line 4a. Federally Funded HIV AIDS Prevention and Care	The New York State Department of Health AIDS Institute established the Office of Uninsured Care Programs (the Programs) to provide access to medications and medical services for uninsured or underinsured New York State residents living with or at risk of acquiring HIV who meet established eligibility criteria. The AIDS Drug Assistance Program (ADAP) began in 1987 as part of a national program to provide free HIV/AIDS drugs to low-income individuals not covered by Medicaid or adequate third-party insurance. New York State expanded the program to include ambulatory care and home care services, insurance continuation and pre-exposure prophylaxis. The programs are funded through partnerships between the State and federal governments and between the State and the New York City, Long Island and Lower Hudson Ryan White Part A regions. Both federal and state statute/regulation governs the programs. The federal Ryan White HIV/AIDS Treatment Extension Act of 2009 includes statutory authority for AIDS Drug Assistance Programs throughout the nation, and associated appropriations provide federal funding to support the programs. In addition, State regulation in NYCRR, Title 10, Sub-part 43-2 governs the application and eligibility determination process and establishes the rights and responsibilities of applicants, participants, and providers. The Programs employ a dual approach to carry out their mission. First, the Programs empower the individual to seek and access care by allowing the individual to choose a provider and receive care/drugs without cost. Second, the Programs supply a stable and timely funding stream to health care providers, enabling them to use the revenues to develop program capacity to meet the needs of uninsured and underinsured people. The Programs are a key component in New York State's response to the HIV/AIDS epidemic. The Programs provide rapid access to antiretroviral (ARV) therapy and ensure universal access to care that is essential to improve health outcomes, achieve viral suppression, and reduce the risk of transmission. The Programs are comprised of five components: ADAP (AIDS Drug Assistance Program) provides free medications for the treatment of HIV/AIDS and opportunistic infections. ADAP Plus provides free primary care services at selected clinics, hospital outpatient departments, office-based physicians, and laboratory vendors. HIV Home Care Program provides coverage for home care services to chronically medically dependent individuals as ordered by their physician. ADAP Plus Insurance Continuation (APIC) can pay health insurance premiums for ADAP-eligible clients. PrEP-AP to prevent HIV infection by providing access to basic primary care services to support HIV-negative individuals at risk of acquiring HIV. The Programs can serve as a transition to Medicaid by providing interim assistance to persons eligible for but not yet enrolled in Medicaid or assist in meeting spend-down requirements. Individuals with health insurance who need assistance with meeting their deductibles or co-payments are also eligible. The Programs will coordinate benefits with their insurance company. Ryan White HIV/AIDS Program (RWHAP) legislation defers to individual states to define what qualifies as low-income eligibility and any additional program restrictions. New York State has codified its responsibilities under the Department of Health Administrative Rules and Regulations State Aid and Funding subchapter (10 CRR-NY 43-2) most recently updated in 2019. The UCP enrollment process has been revised to facilitate same-day enrollment for all participating providers, as well as applicants who apply on their own. The addition of this expansion decreases the program approval time for participants allowing for expedited ART, in accordance with the AIDS Institute policy on Rapid Initiation of Antiretroviral Therapy, which identifies every new diagnosis as an immediate call to action for every provider, with the goal of rapid initiation of treatment and the gold standard of same-day initiation of treatment. This policy supports the "U=U" message that individuals with a sustained undetectable viral load will not sexually transmit HIV. New York State's Uninsured Care Programs are the most comprehensive in the nation, offering a full scope of services to persons with HIV/AIDS. The UCP serves over 24,000 uninsured and underinsured persons living with HIV/AIDS annually. The Programs serve all populations affected by HIV/AIDS in New York State. The Programs served 24,649 participants during the 2023/2024 fiscal year. Cumulative statewide ADAP enrollment as of 4/1/2024 was 121,007, with 18,099 currently active. ADAP Plus has a cumulative enrollment of 109,124 participants with 17,301 active as of 4/1/2024. The HIV Home Care Program had a cumulative enrollment of 5822 participants with an active caseload of 24. ADAP Plus Insurance Continuation (APIC) had a cumulative enrollment of 18,612 participants as of 4/1/2024 with 4523 active. The majority of ADAP participants are persons of color: 34.1 percent are Black; 41.6 percent are Hispanic; 20 percent are White; three percent are Asian/Pacific Islander/Native American. The UCP/ADAP 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. As a result of these activities, 98% of program participants who were active in the program for at least one year show evidence of care and 95% 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), the Administration for Strategic Preparedness and Response (ASPR) Hospital Preparedness Program (HPP), and ASPR Medical Reserve Corps State, Territory and Tribal Nations, Representative Organizations for Next Generation (MRC-STRONG) funding supports the efforts of the New York State Department of Health (NYSDOH) Office of Health Emergency Preparedness (OHEP). NYSDOH OHEP continues to work with the State Office of Emergency Management (State OEM) and other State Agencies, Local Health Departments (LHD) and private and public-sector partners to build a solid emergency preparedness and response foundation to respond to any crisis or emergent situation in the State. NYSDOH OHEP operates an integrated and comprehensive health emergency preparedness program, and these efforts can be categorized across several areas. 1. NYSDOH OHEP continues to sustain its fully developed Incident Management System (IMS). Accomplishments from the period 04/01/2023 to 03/31/2024 NYSDOH Informatics finished initial proof of concept technology review and made development plans for the switch of IMS Dashboard to Tableau technology. NYSDOH Informatics obtained licenses and educational material for Tableau and staff have been learning the technology. NYSDOH Division of Epidemiology (DOE) cross trained staff for Emergency Support Function (ESF) and Emergency Operations Center (EOC) representation which enhanced overall incident management capability. 2. NYSDOH OHEP continues to support and provide updated guidance for distribution and dispensing of Medical Countermeasures (MCM), including vaccines and medications, using local Points of Dispensing (POD) and Clinical Operations (ClinOps). Accomplishments from the period 04/01/2023 to 03/31/2024 NYSDOH Informatics continued meetings with the Countermeasure Data Management System (CDMS) workgroup to determine next steps to enhance the system while updating middle layer technology stack along with security scan improvements. NYSDOH OHEP conducted quarterly Cities Readiness Initiative (CRI) conference calls with the 14 CRI jurisdictions. 3. 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 (DME) to provide for a timely and effective response. Accomplishments from the period 04/01/2023 to 03/31/2024 NYSDOH Informatics completed updates to the MERITS application and released the new version following training of NYSDOH OHEP Logistics staff. Preventative maintenance of DME continued, including ventilators, oxygen concentrators and pulse oximeters. Expired resources were identified across all State medical warehouses for disposition. NYSDOH OHEP in collaboration with the Health Care Coalition (HCC) Readiness and Response Coordinator completed update of Critical Asset Survey (CAS) questions to collect information about integrity of supply chain, Personal Protective Equipment (PPE) and other durable medical goods. 4. NYSDOH continues to support informatics infrastructure to provide electronic, secure systems and applications for emergency preparedness, response, and recovery. 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 04/01/2023 to 03/31/2024 Based on lessons learned from the COVID-19 response, Critical Specimen Transport (CST) training was updated to align with new enhancements to the operation, including a smart phone-based application to support transport communication and documentation. 78 staff were trained in basic CST operations using recorded webinar trainings. The overall percentage of emergency risk communication on NYSDOH social media channels (Facebook, Twitter, Instagram, etc.) was approximately 60% of overall posts during this period and covered storms, extreme heat, flooding, and air quality warnings. All four (4) Health Emergency Preparedness Coalitions (HEPCs) conducted two (2) Interoperable Communication (IOC) drills. NYSDOH Informatics updated the Health Commerce System (HCS) and Communications Directory technology to ensure security and reliability to include password policies, multi-factor authentication for specific applications, and movement to cloud based technologies. 5. NYSDOH OHEP builds public health emergency response capacity through extensive training offerings and close collaboration with LHDs, hospitals, and other partners. These trainings allow NYSDOH OHEP to enhance readiness and ensure that partners can receive any needed Technical Assistance (TA). In addition, NYSDOH OHEP conducts regular exercises to test different aspects of public health emergency response. Accomplishments from the period 04/01/2023 to 03/31/2024 NYSDOH Informatics provided monthly HCS, Health Electronic Response Data System (HERDS) and Integrated Health Alerting Network System (IHANS) trainings to State, regional and local partners. 162 were trained in Introduction to HCS, 133 were trained in HERDS data entry, 132 were trained in the HCS Communications Directory, 71 received IHANS certification and 457 were trained in Evacuation of Facilities in Disasters System (eFINDS). NYSDOH OHEP participated in an ESF-6 training and exercise on May 2, 2023, that included discussion about Disaster Recovery Centers (DRC). The recorded training was shared with ESF-6 partners. NYSDOH OHEP provided a "Working Effectively with Tribal Nations During Public Health Emergencies" webinar on May 12, 2023. Fifty-five partners participated in the webinar. Additionally, OHEP sent four (4) communications to Tribal Nations to support public health preparedness and response planning. NYSDOH DOE cross trained staff for ESF and EOC Representation which enhanced overall incident management capability. Annual Healthcare Facility Evacuation Center (HEC) exercise held August 29th, 2023. Over 50 individuals, between players, observers, and simulation cell staff participated in the exercise. This was inclusive of many internal NYSDOH partners and external partners and resources. NYSDOH OHEP Volunteer program held training on "Writing a Volunteer Management Plan." The course resulted in 81 participants trained with representation from all 57 LHDs. NYSDOH OHEP Volunteer program trained MRC Unit leaders on conducting criminal background checks for MRC members. The class set the elements of completion for writing a criminal background check policy for their unit. This resulted in 28 of 32 MRC units participating and 47 students trained. NYSDOH distributed twelve (12) monthly Aware Prepare electronic newsletters to coalition members on upcoming trainings related to preparedness. NYSDOH converted the Psychological First Aid (PFA) training and eFINDS training to a virtual delivery method. NYSDOH OHEP participated in the annual Integrated Preparedness Planning Workshop (IPPW) on February 1, 2023, conducted by State OEM. NYSDOH OHEP reviewed, provided feedback, and approved revisions to four (4) HEPC training plans. All four (4) HEPCs completed the Medical Response and Surge Exercise (MRSE) to determine surge capacity among acute care beds and assess strengths and areas for improvement. All four (4) HEPCs submitted an After-Action Report/Improvement Plan (AAR/IP). 6. NYSDOH continues to sustain and build public health laboratory testing capability of the NYSDOH Wadsworth Center (WC), to include testing of clinical, environmental, food and water samples. Laboratory testing continues to be a priority area including coordination and communication efforts and building additional capabilities. Laboratory Response Network (LRN)-Biological (B) goals include rapid testing using LRN protocols and reporting to submitters to provide information for prompt decision making. LRN-B will sustain the ability for contacting the sentinel laboratories in NYS through the HCS. LRN-Chemical (C) goals include the adoption of technology to process and maintain the positive identification of the large number of specimens that are handled during surge testing and to use the reference materials that are now supplied by the CDC for method improvement and the full validation of analytica
990, Part III, Line 4b. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESS	PREPARDNESS CONTD. 6. The NYSDOH continues to sustain and enhance its communicable disease surveillance systems that collect information from multiple data streams daily to ensure a baseline of epidemiologic data for NYS. NYSDOH continues to sustain the capability to analyze and interpret epidemiologic data that is critical to the practice of public health. Accomplishments from the period 04/01/2022 to 03/31/2023 NYSDOH DOE, WC and NYSDOH Regional Emergency Preparedness staff reviewed past Biological Disease Surveillance (BDS) planning, local plan examples and assessed future BDS planning within context of overall Inhalation Anthrax planning. The NYSDOH DOE continued ongoing case investigation, contact tracing and community mitigation efforts. Laboratory data from Electronic Clinical Laboratory Reporting System (ECLRS) and case information from Communicable Disease Electronic Surveillance System (CDESS) continued to be used extensively during all public health response efforts. 100% of NYS Emergency Department (ED) sites are submitting data to ESSENCE. Investigations were initiated for 99.7% of Category I disease reports within 24 hours. Investigations were initiated for 97.8% of Category II disease reports within three (3) days. Investigations were initiated for 98.5% of Category III disease reports within five (5) days. 98% of Category A investigations were completed. 90.6% of Category B investigations were completed. 88.0% of Category C investigations were completed. ECLRS data has been used for many public facing dashboards related to the COVID pandemic response and NYSDOH added a new dashboard displaying syndromic surveillance data, a first for NYSDOH. No new syndromes were added for surveillance, but the data continued to be heavily used for public health response efforts (e.g., drug overdose surveillance, polio, heat/smoke, etc.). Program Period Successes: COVID-19 Response NYSDOH continued to generate inventory reports using MERITS to quickly assess stockpiled supply of PPE and DME in the MERC warehouses and continued to monitor inventory, maintain DME and replenish supplies when needed. NYSDOH continued to follow established recovery procedures and capture lessons learned and best practices from the COVID-19 pandemic response. NYSDOH continued to coordinate with emergency response partners including Division of Homeland Security and Emergency Services (DHSES), State OEM and the Office of General Services (OGS) demobilizing, determining storage and maintenance and/or redistributing assets to improve readiness for any possible future COVID-19 or other infectious disease outbreaks. NYSDOH Informatics continued to support and maintain HERDS with weekday COVID-19 surveys for Hospitals, Nursing Homes (NH) and Adult Care Facilities (ACF) to report on and track facility operating status, staffing levels, bed availability and resource inventory. NYSDOH Public Affairs Group (PAG) continued to work with the Governor's Office to provide New Yorkers with comprehensive messaging order to reduce the impact of COVID-19. The primary effort was to maintain the COVID-19 public website and to share informational resources with LHDs and health care organizations. Public outreach campaigns included messaging to classify booster doses versus standard doses for those that previously did not receive the vaccine in any form. This proved to be a confusing topic for the public and PAG maintained an extensive and continually updated Frequently Asked Questions (FAQs) page on the public website. NYSDOH continued efforts to ensure all populations understood the status of the pandemic, including distribution of CDC guidance for people with disabilities and those who use American Sign Language (ASL) and braille. To help local jurisdictions and the public to understand the impact of the pandemic, data summaries and dashboards were posted on public websites to show the number of COVID-19 deaths compared to other leading causes of death in NYS. Vaccine efforts continued to be focused on LHD and provider-level operations, with continuing "office hours" for provider questions and input. Significant efforts were conducted to provide guidance on and updates to the CDMS application that is used by LHDs to track administration of COVID-19 vaccinations. Wadsworth Center continued performing SARS-CoV-2 sequencing to monitor currently circulating variants. WC secured a courier to provide transport of urgent clinical specimens to WC and wastewater samples to consortium laboratories for sequencing to ensure that NYSDOH continues to monitor SARS-CoV-2 variants throughout NYS.
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 one of only 56 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 (20 FTES) support more than 651 active research related projects annually for RPCI, providing timely and detailed 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 roughly 520 active projects totaling $129.4 million, of which $87.9 million are peer reviewed awards as of March 31, 2024. HRI-Roswell Park's largest sponsor is the National Institute of Health (NIH) representing more than 60% of total funding. HRI-Roswell Park Division received more than $133.4 million of revenue in FY24.
Form 990, Part III, Line 4d. Other Program Services	Office of Public Health Office of Health Services Quality and Analytics Office of Health Insurance Programs Office of Primary Care Health Systems Management Office of Health Equity and Human Rights Office of the Commissioner School of Public Health
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 Controller and the Executive Director. The final draft is reviewed by the three key personnel listed above. A comparative analysis to the prior year's filing is conducted and then the final draft is presented to Health Research, Inc's independent audit firm for validation. Once finalized by the independent audit firm, the Executive Director presents and reviews the Form 990 filing with the Corporation's Secretary/Treasurer and if requested, the Corporation's Vice President. A copy of the 990 is provided to all Directors of the HRI Board for their review prior to filing.
Form 990, Part VI, Section B, line 12c	HRI Conflict of Interest Policies are reviewed annually and if appropriate, revised by the Corporation's Counsel and Executive Director. The most recent version of the HRI Employee Conflict of Interest Policy was updated in January 2018. The policy is provided to employees on an annual basis via HRI's online training system. Individuals are required to attest to reading the policy; confirmation of which is electronically maintained by Corporate Human Resource Staff. In addition to the annual certification, all new employees are provided with a copy of Employee Conflict of Interest Policy in conjunction with New Hire Orientation, and the policy is available on the HRI website. All potential conflicts must be disclosed in writing to the Corporate Office for review and consideration by management. Compliance with the provisions of the policy are monitored and ensured through the presence of complimentary controls, such as the HRI Outside Employment Policy and Honoraria/Travel Expense Reimbursement Policy. Annually, members of the Board of Directors, Officers and Key employees are provided with a copy of the Conflict of Interest Policy for Board Members, Officers and Key Employees and must certify that they have read and understand the policy, in addition to disclosing all conflicts of interest. New HRI Board Members, Officers and Key Employees are provided with a copy of the policy at the time of appointment and are required to disclose any conflicts upon receipt. Attestations and disclosure forms are sent to the HRI Corporate Office 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	US Treasuries & Securities FMV = $558,488,489
990, Part XII, Line 2c	There have been no changes made to the oversight and selection process during the tax prep year.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	8
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	3
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	2,644
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	987,415,325	1,031,359,860
9	Program service revenue (Part VIII, line 2g) .........	232,419	279,060
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	7,377,956	30,679,180
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	284,437	1,561,016
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	995,310,137	1,063,879,116
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	213,013,406	231,925,030
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	727,952,866	911,136,465
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	940,966,272	1,143,061,495
19	Revenue less expenses. Subtract line 18 from line 12.......	54,343,865	-79,182,379
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	875,397,133	900,509,246
21	Total liabilities (Part X, line 26).............	169,651,877	263,162,745
22	Net assets or fund balances. Subtract line 21 from line 20.....	705,745,256	637,346,501

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 594,971,707 including grants of $ ) (Revenue $ )
	Federally Funded HIV AIDS Prevention and Care ProgramsSee Schedule O

4b	(Code: ) (Expenses $ 322,226,652 including grants of $ ) (Revenue $ )
	PUBLIC HEALTH EMERGENCY PREPAREDNESS AND HOSPITAL PREPAREDNESSSee Schedule O

4c	(Code: ) (Expenses $ 147,057,794 including grants of $ ) (Revenue $ )
	CANCER RESEARCH See Schedule O

	(Code: ) (Expenses $ 37,891,663 including grants of $ ) (Revenue $ )
	See Schedule O

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 37,891,663 including grants of $ ) (Revenue $ )
4e	Total program service expenses1,102,147,816

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	1,432,755	0	386,038

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	650,595,495

f	All other contributions, gifts, grants, and similar amounts not included above		1f	380,764,365

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		1,031,359,860

		Business Code
2a	Contract Fees	541900	279,060	279,060
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		279,060

3 Investment income (including dividends, interest, and othersimilar amounts) ......			31,935,742			31,935,742
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			1,561,016			1,561,016
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	619,834,484
b	Less: cost or other basis and sales expenses	7b	621,091,046
c	Gain or (loss)	7c	-1,256,562
d	Net gain or (loss).........			-1,256,562			-1,256,562
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			1,063,879,116	0	0	32,519,256

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	441,001		441,001
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	169,440,729	147,815,649	21,625,080
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	18,393,388	16,035,610	2,357,778
9	Other employee benefits .......	31,471,636	27,241,080	4,230,556
10	Payroll taxes ...........	12,178,276	10,593,284	1,584,992
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	803,968	660,662	143,306
c	Accounting ...........	149,200		149,200
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	67,653		67,653
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	14,651,328	13,496,756	1,154,572
12	Advertising and promotion ....
13	Office expenses .......	37,837,419	36,925,825	911,594
14	Information technology ......	3,146,510	1,761,343	1,385,167
15	Royalties ..
16	Occupancy ...........	3,620,631	23,302	3,597,329
17	Travel ............	3,062,291	3,007,787	54,504
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,034,886	1,031,304	3,582
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	614,992		614,992
23	Insurance ...	903,620		903,620
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Program Costs	485,757,237	485,757,237
b	Subcontracts	353,825,687	353,264,815	560,872
c	OTHER	2,825,319	2,712,748	112,571
d	Printing and Publicatio	1,707,409	788,839	918,570
e	All other expenses	1,128,315	1,031,575	96,740
25	Total functional expenses. Add lines 1 through 24e	1,143,061,495	1,102,147,816	40,913,679	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			201,171,652	1	155,304,167
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......			90,772,571	3	160,446,384
4	Accounts receivable, net .............			1,452,532	4	3,697,937
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			168,201	9	169,311
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	8,414,806
b	Less: accumulated depreciation	10b	3,934,974	3,956,788	10c	4,479,832
11	Investments—publicly traded securities .			556,573,444	11	558,488,489
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			21,301,945	15	17,923,126
16	Total assets. Add lines 1 through 15 (must equal line 33)...			875,397,133	16	900,509,246

17	Accounts payable and accrued expenses .....	102,476,201	17	184,927,843
18	Grants payable ...		18
19	Deferred revenue .........	45,873,731	19	60,311,776
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	21,301,945	25	17,923,126
26	Total liabilities. Add lines 17 through 25..	169,651,877	26	263,162,745

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	147,074,502	27	186,253,816
28	Net assets with donor restrictions ...........	558,670,754	28	451,092,685
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	705,745,256	32	637,346,501
33	Total liabilities and net assets/fund balances ........	875,397,133	33	900,509,246