TY 2024 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) ANDREW RUBY...................................................................... SECRETARY/TREASURER	2.00 .................	X	X		0	0
(2) MICHAEL B SEXTON ESQ...................................................................... DIRECTOR	0.20 .................	X			0	0
(3) CANDACE JOHNSON...................................................................... DIRECTOR	0.20 .................	X			0	0
(4) TIM REYNOLDS CPA...................................................................... DIRECTOR	0.20 .................	X			0	0
(5) JUSTIN P RUNKE ESQ...................................................................... DIRECTOR	0.20 .................	X			0	0
(6) MARY APPLEGATE...................................................................... DIRECTOR	0.20 .................	X			0	0
(7) MICHAEL NAZARKO...................................................................... VICE PRESIDENT	2.50 .................	X	X		3,780	0
(8) JAMES V MCDONALD...................................................................... PRESIDENT	2.00 .................	X	X		0	0
(9) MARY BETH HEFNER...................................................................... DIRECTOR	0.20 .................	X			0	0
(10) CHERYL A MATTOX...................................................................... EXECUTIVE DIRECTOR (thru 9/2024)	38.00 .................		X		161,522	50,474
(11) TERESA MAKAROWSKY...................................................................... CORPORATE CONTROLLER	38.00 .................		X		161,894	56,907
(12) ELIZABETH WOOD...................................................................... EXECUTIVE DIRECTOR (start 8/2024)	38.00 .................		X		172,453	63,388
(13) MARY E REID...................................................................... CHIEF, CANCER SCREENIN	38.00 .................			X	322,003	92,420
(14) CHARLES J GONZALEZ...................................................................... MEDICAL DIRECTOR, AI	38.00 .................			X	217,783	71,976
(15) MICHAEL J PRIMEAU...................................................................... DIR. OFFICE OF HEALTH EMG	38.00 .................			X	210,454	37,462
(16) THERESA HAHN...................................................................... MEM. CANCER PREV. & CONTRO	38.00 .................			X	211,512	67,795
(17) JULIE GUIDO...................................................................... EXECUTIVE DIRECTOR, CRS	38.00 .................			X	210,078	66,013

(A) Name and business address	(B) Description of services	(C) Compensation
PUBLIC CONSULTING GROUP LLC PO BOX 845308 BOSTON,MA02284	CONSULTANT	16,521,630
OPAD MEDIA SOLUTIONS 275 MADISON AVE NEW YORK,NY10016	CONSULTANT	4,956,656
PROLINK STAFFING SERVICES LLC 4600 MONTGOMERY RD SUITE 300 CINCINNATI,OH45212	STAFFING SERVICES	2,959,164
HODGSON RUSS LLP 140 Pearl St Suite 100 BUffalo,NY14202	CONSULTANT	591,087
MEUNIER CARLIN & CURFMAN LLC 999 PEACHTREE ST NE Suite 1300 ATLANTA,GA30309	CONSULTANT	293,566
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

2024

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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,151,309,749	1,329,552,821	987,415,325	1,031,359,860	1,050,531,846	5,550,169,601
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	1,151,309,749	1,329,552,821	987,415,325	1,031,359,860	1,050,531,846	5,550,169,601
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.						5,550,169,601

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	1,151,309,749	1,329,552,821	987,415,325	1,031,359,860	1,050,531,846	5,550,169,601
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	8,260,752	1,837,714	9,214,142	33,496,758	31,575,430	84,384,796
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						5,634,554,397

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 2024 (line 6, column (f) divided by line 11, column (f)) .........

98.500 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

98.840 %

16a

33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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—2023. 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) 2024

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) 2024

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) 2024

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) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

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

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 ......... Right Arrow

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization HEALTH RESEARCH INC

Part I	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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

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

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) (Rev. 1-2025)

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 ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

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	576,025	410,989	165,036
d	Equipment ....	4,207,786	3,343,094	864,692
e	Other .....	4,871,306	895,376	3,975,930
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				5,005,658

Schedule D (Form 990) (Rev. 1-2025)

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	4,460,409
Operating Lease Liability	9,396,034







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	13,856,443
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) (Rev. 1-2025)

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	1,085,455,748
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-1,588,052
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	-1,588,052
3	Subtract line 2e from line 1..................			3	1,087,043,800
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	1,087,043,800

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	1,057,792,895
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	1,057,792,895
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	1,057,792,895

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 X, LINE 1 (2)	OPERATING LEASE LIABILITY $9,396,034
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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

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

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) (Rev. 1-2025)

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)	322,003 ------------- 0	0 ------------- 0	0 ------------- 0	57,316 ------------- 0	35,104 ------------- 0	414,423 ------------- 0	0 ------------- 0
2CHARLES J GONZALEZ MEDICAL DIRECTOR, AI	(i) (ii)	217,783 ------------- 0	0 ------------- 0	0 ------------- 0	38,765 ------------- 0	33,211 ------------- 0	289,759 ------------- 0	0 ------------- 0
3THERESA HAHN MEM. CANCER PREV. & CONTRO	(i) (ii)	196,512 ------------- 0	0 ------------- 0	15,000 ------------- 0	37,649 ------------- 0	30,146 ------------- 0	279,307 ------------- 0	0 ------------- 0
4JULIE GUIDO EXECUTIVE DIRECTOR, CRS	(i) (ii)	181,270 ------------- 0	0 ------------- 0	28,808 ------------- 0	37,394 ------------- 0	28,619 ------------- 0	276,091 ------------- 0	0 ------------- 0
5MICHAEL J PRIMEAU DIR. OFFICE OF HEALTH EMG	(i) (ii)	210,454 ------------- 0	0 ------------- 0	0 ------------- 0	37,462 ------------- 0	0 ------------- 0	247,916 ------------- 0	0 ------------- 0
6ELIZABETH WOOD EXECUTIVE DIRECTOR (start 8/2024)	(i) (ii)	152,196 ------------- 0	0 ------------- 0	20,257 ------------- 0	30,697 ------------- 0	32,691 ------------- 0	235,841 ------------- 0	0 ------------- 0
7TERESA MAKAROWSKY CORPORATE CONTROLLER	(i) (ii)	156,867 ------------- 0	0 ------------- 0	5,027 ------------- 0	28,817 ------------- 0	28,090 ------------- 0	218,801 ------------- 0	0 ------------- 0
8CHERYL A MATTOX EXECUTIVE DIRECTOR (thru 9/2024)	(i) (ii)	140,759 ------------- 0	0 ------------- 0	20,763 ------------- 0	28,752 ------------- 0	21,722 ------------- 0	211,996 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

HEALTH RESEARCH INC

Employer identification number

14-1402155

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

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

Cat. No. 50056A

Schedule L (Form 990) (Rev. 1-2025)

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) Joseph A Hefner	Family member of director	95,165	Compensation		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.

OMB No. 1545-0047

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 new sponsored projects that Health Research, Inc has received funding for during the reporting period: Enhancing Reviews and Surveillance to Eliminate Maternal Mortality This award supports the capacity for developing and implementing data-informed strategies to prevent pregnancy-related deaths and reduce disparities among disproportionately impacted populations by improving data availability and quality to better identify and characterize pregnancy-related deaths and related health inequities. This award will also support agencies and organizations that coordinate and manage Maternal Mortality Review Committees to identify and characterize pregnancy-related deaths for prevention. Expanding Drug Checking Services Across New York This award supports community-based sites to test drug samples for toxic additives and provide harm reduction interventions to hard-to-reach populations that use drugs. The data collected in the community will be used to implement and expand the New York State drug surveillance program. Surveillance of Spina Bifida Across the Lifespan This award funds the development of population-based surveillance of individuals of all ages with spina bifida living in the fourteen counties in New York State with active birth defect surveillance programs to estimate prevalence, mortality, and survival of all age groups. HRI/NYSDOH will develop a new spina bifida surveillance framework comprised of cases identified using state birth defects surveillance program (NYS Birth Defects Registry) information and linked to records from clinics, hospital inpatient and outpatient data, Medicaid data, vital records data, and the National Death Index. Outcomes of this project include an increased availability of Spina Bifida (SB) data to inform clinical care and public health materials, programs and interventions. An improved understanding among public health and clinical researchers and providers on SB prevalence, age-specific mortality, and cause of death. Also, improved accuracy and efficiency in SB case-finding, reporting, and outcome predictions. Development of polymer-based cell culture substrates for correlative light and electron microscopy (CLEM) This award will provide previously unavailable polymer-based indexing-patterned substrates and enable imaging technology of correlative light and electron microscopy (CLEM) for convenient applications in structure-function studies to address questions in cell biology, tissue engineering, and regenerative medicines. These substrates can also serve as the scaffold for 3D growth in cells and organoids that recapitulate in vivo-like morphology and function, leading to better understanding of diseases at molecular, subcellular, cellular, tissue, and organoid levels.
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 24,854 participants during the 2024/2025 fiscal year. Cumulative statewide ADAP enrollment as of 4/1/2025 was 124,393, with 18,099 currently active. ADAP Plus has a cumulative enrollment of 109,124 participants with 19,194 active as of 4/1/2025. The HIV Home Care Program had a cumulative enrollment of 5917 participants with an active caseload of 95. ADAP Plus Insurance Continuation (APIC) had a cumulative enrollment of 19,171 participants as of 4/1/2025 with 4576 active. The majority of ADAP participants are persons of color: 34 percent are Black; 41.8 percent are Hispanic; 19.9 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 94% 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. Planning and Assessment: NYSDOH OHEP creates plans and conducts assessments to address different aspects or contingencies of health emergency preparedness. NYSDOH OHEP works collaboratively with stakeholders and internal/external partners such as Regional Offices (RO)s, LHDs, clinical advisors, and others to develop these plans and assessments. Accomplishments from the period 04/01/2024 to 03/31/2025: NYSDOH OHEP in collaboration with Health Care Coalition (HCC) Readiness and Response Coordinators completed a coalition level Readiness Assessment in conjunction with coalition partners by January 31, 2025, Budget Period (BP) 1. NYSDOH OHEP in collaboration with HCC Readiness and Response Coordinators completed a coalition level Hazard Vulnerability Assessment (HVA) in conjunction with coalition partners by January 31, 2025 (BP1). NYSDOH OHEP collaborated with HCC Readiness and Response Coordinators in identifying and updating any planning gaps for all four (4) Health Emergency Preparedness Coalition (HEPC), Emergency Operations Plans (EOPs). NYSDOH OHEP reviewed de-identified emPOWER data to conduct risk planning for the needs of electricity-dependent individuals and updated the NYSDOH Health Emergency Preparedness and Response Plan (HEPRP). NYSDOH in collaboration with the All-hazards Planning Workgroup (AHPWG), Emergency Support Function (ESF) partners and regional and local experts has developed/updated a NYSDOH Medical Surge Plan based on Risk Assessment priorities. NYSDOH collaborated with AHPWG, ESF partners and regional and local experts to review and update the Pandemic Influenza plan. NYSDOH OHEP formed and hosted a workgroup with hospital preparedness staff from each of the four (4) HEPCs to identify areas for collaboration between hospitals and LHDs with volunteer recruitment, verification, and retention by June 30, 2025 (BP1). DHSES Office of Emergency Management (OEM) coordinated exercises with NYSDOH, Emergency Management (EM), Emergency Management System (EMS) and other State agencies to develop one (1) annual Integrated Preparedness Planning Workshop (IPPW) each BP. NYSDOH reviews and provides feedback to the HEPC training plans annually. NYSDOH OHEP collaborated with the HCC Readiness and Response Coordinators to review their existing inventory databases to update the state and regional Resource Inventory Assessment (RIA) report. The updated RIA report will be included in the HEPC's EOP and shared with HEPC members. NYSDOH OHEP in collaboration with HCC Readiness and Response Coordinators completed an annual review of the four (4) HEPC Continuity of Operations Plans (COOP). Clinical Advisors engaged in HEPC meetings and activities and validated HEPC EOP and other HEPC Plans based on identified Risk Assessment priorities. NYSDOH staff, HCC Readiness and Response Coordinators, trade associations and other relevant coalition partners convened statewide coalition strategic planning meeting to address mission, vision, and goals for new five-year cooperative agreement. NYSDOH OHEP in collaboration with HCC Readiness and Response Coordinators completed a coalition level Readiness Assessment in conjunction with coalition partners. 2. NYSDOH OHEP continues to sustain its fully developed Incident Management System (IMS). Accomplishments from the period 04/01/2024 to 03/31/2025: NYSDOH Informatics tested the IMS Dashboard during the Medical Response and Surge Exercise (MRSE) to ensure the Dashboard is pulling data and displaying situational awareness information correctly. Applications that appear in the Dashboard include the Integrated Health Alert Network System (IHANS), Health Electronic Response Data System (HERDS), Medical Emergency Response Inventory Tracking System (MERITS), Evacuation of Facilities In Disaster Systems (eFINDS), Countermeasure Data Management System (CDMS) and Virtual Health Operations Center (VHOC). NYSDOH Informatics provided the HEPCs access to the IMS Dashboard and conducted role-specific training and updated the HEPRP with cyber security policies. NYSDOH OHEP conducted annual incident management training for staff identified in key positions within the NYSDOH IMS. NYSDOH Informatics maintained the security and performance of the NYSDOH IMS dashboard, a data visualization tool that provides a view of aggregate, real-time data from selected preparedness and response applications on the Health Commerce System (HCS). HCS is the secure website for web-based interactions used by the NYSDOH to communicate important and time-sensitive information to health care providers. NYSDOH updated plans integrating data applications supporting NYSDOH Incident Management Response operations. 3. NYSDOH OHEP continues to support and provide updated guidance for distribution and dispensing of Medical Countermeasures (MCM), including vaccines and medications, using local Points of Dispensing (POD) and Clinical Operations (ClinOps). Accomplishments from the period 04/01/2024 to 03/31/2025: NYSDOH established a MCM multi-stakeholder workgroup consisting of NYSDOH and NYS LHD representatives to review, revise and develop best practices guidance on the dispensing and administration MCM. The MCM multi-stakeholder workgroup members represented NYSDOH, LHDs, minority rights, health care, long-term care, pharmacy, nursing, and law enforcement. The NYSDOH MCM multi-stakeholder workgroup met quarterly to identify important elements and issues regarding the distribution and administration of MCM and formulate best practice guidelines. 4. NYSDOH continues to support MERITS. MERITS is an electronic inventory management system that supports the Strategic National Stockpile (SNS) and the State's Medical Emergency Response Cache (MERC) warehouse operations. This includes processing orders, receiving, shipping, reporting, and maintaining a master inventory of all assets. NYSDOH OHEP continues to sustain medical materiel management and distribution capacity to respond to a public health threat with MCM and/or Durable Medical Equipment (DME) to provide for a timely and effective response. In addition, NYSDOH supports and maintains other logistical capacities through the MERC. Accomplishments from the period 04/01/2024 to 03/31/2025: NYSDOH OHEP used MERITS to track all inventory, expiration dating, Preventive Maintenance (PM) dates and run any requested reports. MERITS was also used for any distributions of MCM, Personal Protective Equipment (PPE), DME out of the MERC. NYSDOH OHEP continued PM of DME such as ventilators, oxygen concentrators and pulse oximeters. NYSDOH OHEP Conducted CHEMPACK sustainment activities as needed per Administration for Strategic Preparedness and Response/Strategic National Stockpile (ASPR/SNS) guidelines. NYSDOH OHEP continued to work with the State Medical Stockpile Steering Committee to provide direction on the PM and stockpiling of DME in the NYS medical stockpiles. NYSDOH OHEP reviewed and updated the CHEMPACK plan, provided training materials including mock CHEMPACK containers, and performed TA to facilities and counties that contain CHEMPACK containers and for any CHEMPACK exercises performed. NYSDOH OHEP conducted one (1) annual mass fatality shelter drill at a MERC warehouse location.
990, Part III, Line 4b. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESS	PREPARDNESS CONTD. 5. NYSDOH continues to support informatics infrastructure to provide electronic, secure systems and applications for emergency preparedness, response, and recovery. NYSDOH sustains and improves systems for information exchange and emergency communication. In-place architecture was leveraged, and new components have been added that link NYSDOH with its emergency preparedness and response partners and promote the exchange of data with stakeholders, bi-directionally, while ensuring appropriate privacy protection. Accomplishments from the period 04/01/2024 to 03/31/2025: NYSDOH Office of Primary Care and Health System Management (OPCHSM) progressed in the project of integrating of all NYS hospitals into the automated bed reporting and availability system. NYSDOH Informatics maintained the security and performance of the VHOC, a virtual platform used during an emergency or disaster event for coordination, communication, and documentation. NYSDOH Informatics provided monthly HCS, HERDS and IHANS trainings to State, regional and local partners throughout the project period. NYSDOH distributed a monthly Aware Prepare electronic newsletter to coalition members on upcoming trainings related to preparedness annually. NYSDOH Informatics maintained the security and performance of the Hospital Available Beds for Emergencies and Disasters (HAvBED) application, which is used for collection of hospital bed availability sent once or twice a day from hospitals through a secure data transfer system. NYSDOH Informatics maintained the security and performance of the Facility Evacuation Planning Application (FEPA), which allows facilities the ability to enter and modify patient counts by facility bed type to plan for patient movement in an event that the facility needs to be evacuated. NYSDOH used lessons learned from COVID-19, mpox, and other recent responses to identify and address gaps in Crisis and Emergency Risk Communication (CERC) activities that support communities of focus. NYHSDOH Informatics maintained the security and performance of the IHANS application, which is used to distribute messages to public health and healthcare personnel in NYS. NYSDOH Informatics maintained the security and performance of the State Repository of Emergency Volunteers New York (ServNY) application, which is a registry of healthcare and mental health professionals, who wish to volunteer during an emergency or major disaster. NYSDOH Informatics maintained the security and performance of the CDMS, an application that provides local, regional, state health departments and tribal nations with a single data reporting tool that may be used, regardless of the hazard or agent during a public health incident or event. NYSDOH Informatics maintained the security and performance of the Critical Specimen Transport and Coordination (CSTC) application, which is used to log and track critical specimen transportation requests when paper requests are not feasible. NYSDOH Informatics maintained the security and performance of the HERDS, Person-based Electronic Response Data System (PERDS), and Survey Management and Response Tool (SMART) applications, all which are used to create and collect data from participating HCS organizations. 6. NYSDOH OHEP builds public health emergency response capacity through extensive training offerings and close collaboration with LHDs, hospitals, and other partners. These trainings allow NYSDOH OHEP to enhance readiness and ensure that partners can receive any needed Technical Assistance (TA). In addition, NYSDOH OHEP conducts regular exercises to test different aspects of public health emergency response. Accomplishments from the period 04/01/2024 to 03/31/2025: Each of the four (4) HEPCs conducted a MRSE exercise to determine surge capacity among acute care beds and assess strengths and areas for improvement, then completed and submitted the MRSE Exercise Planning and Evaluation Tool. NYSDOH coordinated TA workshops with non-acute healthcare associations to educate providers on regulatory compliance requirements and best practices in EM planning and response as needed. NYSDOH converted the Psychological First Aid (PFA) training and eFINDS training to a virtual delivery method. The NYSDOH tested the HEPRP and supporting annex or plans during a NYSDOH OHEP discussion-based exercise related to CHEMPACK. NYSDOH OHEP in collaboration with the HCC Readiness and Response Coordinators incorporated situation reporting through incident management information platforms to validate the NYSDOH HEPRP Functional Annex (FA) 14: Informatics and Communication into HCC exercises. NYSDOH, OHEP developed one (1)After Action Report/ Improvement Plan AAR/IP for the State-facilitated Chemical Surge Tabletop Exercise (TTX). NYSDOH OHEP drafted and submitted an annual Multiyear Integrated Preparedness Plan (MYIPP) which addresses plans, training, exercises, improvement planning, and corrective actions that incorporates input from HEPC partners each BP. NYSDOH OHEP in collaboration with the IDMH at State University of New York (SUNY) New Paltz developed training on individual and organizational stress fatigue and burnout coping techniques specific to public health, health care workers and first responders. NYSDOH OHEP facilitated a discussion-based exercise on rural and tribal public health coordination with the State during a Chemical Incident for each of the four (4) HEPCs. NYSDOH OHEP conducted an annual training for Preparedness Staff and identified Preparedness Surge Staff on Emergency Operation Center (EOC) or Health Operations Center (HOC) operations roles and requirements. NYSDOH conducted an annual CSTC trainings for potential drivers and application users. NYSDOH updated guidance and planning recommendations for the integration of the HCS and other data system applications maintained by NYSDOH into LHD plans. NYSDOH OHEP conducted an annual notification drill with all 57 (100%) LHDs to verify functionality and validate data of the ServNY Emergency System for Advance Registration of Volunteer Health Professionals (ESAR-VHP) notification application. NYSDOH OHEP monitored progress of all 57 (100%) LHDs core deliverables through the Annual Preparedness Survey (APS). The APS collects data to support state strategic planning, identification of priority activities and PHEP reporting requirements. The APS provides an overall summary of capabilities and related emergency readiness of the LHDs. NYSDOH OHEP established and IPPW planning team to identify risk priorities, lessons learned, key partners, and the IPPW agenda. NYSDOH OHEP conducted an annual IPPW that includes both in-person and virtual participation opportunities. NYSDOH OHEP conducted quarterly calls with all 14 (100%) Cities Readiness Initiative (CRI) counties to provide TA and improvement recommendations for planning, training, and exercise activities.
990, Part III, Line 4b. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESS	PREPARDNESS CONTD. 7. NYSDOH continues to sustain and build public health laboratory testing capability of the NYSDOH Wadsworth Center (WC), to include testing of clinical, environmental, food and water samples. Laboratory testing continues to be a priority area including coordination and communication efforts and building additional capabilities. Laboratory Response Network (LRN)-Biological (B) goals include rapid testing using LRN protocols and reporting to submitters to provide information for prompt decision making. LRN-B will sustain the ability for contacting the sentinel laboratories in NYS through the HCS. LRN-Chemical (C) goals include the adoption of technology to process and maintain the positive identification of the large number of specimens that are handled during surge testing and to use the reference materials that are now supplied by the CDC for method improvement and the full validation of analytical protocols. Accomplishments from the period 04/01/2024 to 03/31/2025: The NYSDOH LRN-C laboratory produced and shipped Proficiency Testing (PT) materials for the Urine Metals panel (including mercury), and additionally Lewisite Metabolite-CVAA PT materials, on behalf of the CDC to State Public Health Laboratories (SPHLS) who participated in these test panels. The NYSDOH LRN-C laboratory shipped ten (10) PT challenge samples for each PT event, three (3) times a year (30 total challenge levels per year for each program, 60 levels for the two program), to up to 50 SPHLs. The NYSDOH LRN-C laboratory produced and shipped urine-based Quality Control (QC) materials for the Urine Metals panel, and Urine Mercury for up to 56 SPHLs (or the current number of LRN-C labs who participate in urine proficiency testing (PT) events). The NYS LRN-C laboratory characterized the new QC materials for homogeneity and stability; ship kits containing three (3) levels of QC materials and perform an initial statistical analysis based on our characterization data. Laboratory staff continued to serve as Subject Matter Experts (SME) for the urine metals, urine mercury and sulfur mustard metabolites assays. Staff led method training (CDC technology transfers) that were conducted in person, at the Biggs Laboratory, Albany, NY, site or remotely, per the CDCs guidance. The frequency of method training was determined by the CDC. The WC Biodefense Lab maintained and updated a list of clinical laboratories through the NYS Clinical Evaluation Program that could be called to assist with potential response events in which additional surge capacity is required. Participated in LRN-C Specimen Packaging and Shipping (SPaS) Exercise. Demonstrated proficiency in specimen shipping and packaging through the LRN-C SPaS exercises for chemical threat agents. Participated in annual challenge panels for PHEP-funded LRN-B laboratory capacity. Demonstrated proficiency in public health laboratory testing for biological agents by passing annual challenge panels that includes 1) Successfully identifying biothreat agents; 2) Demonstrating understanding of LRN agent-specific testing procedures and algorithms; 3) Ensuring a laboratory maintains appropriate levels of testing supplies and reagents. Participated in all LRN-C proficiency testing events for all LRN-C core and additional methods as defined by the LRN-C program office. Ensured that LRN-C Level 1 laboratories in NYS participated in all LRN-C proficiency testing events for all LRN-C core and additional methods as defined by the LRN-C program office. Ensured that LRN-C Level 2 laboratories in NYS participated in LRN-C proficiency testing events for all LRN-C core methods as defined by the LRN-C program office. Additional methods are optional for Level 2 laboratories. Passed proficiency exercises, core & additional as defined by LRN, to demonstrate LRN-C laboratory capacity. Implemented specified standards for electronic reporting of PHEP-funded LRN-B and LRN-C data for routine and emergency reporting. Reported results of all LRN-B-distributed assays to us using specific CDC standards for electronic reporting. Reported all Level 1 LRN-C methods using specific CDC standards for electronic reporting. Reported all Level 2 LRN core methods using specific standards for electronic reporting. Developed and exercised LRN surge plans for PHEP-funded laboratories that include 1) Surge staffing; 2) Surge equipment and resources; 3) Sentinel laboratory and external laboratory coordination and communication; 4) Biosafety protocols; 5) Sample management (triage, prioritization, testing, and referral); 6) Data exchange, reporting, and management; 7) Training and exercising. Tested, at a minimum, LRN-C: 1) Surge coordination, including surge staff notification and coordination with sentinel laboratories; 2) COOP planning capability; 3: Electronic reporting of laboratory data; 4) Electronic reporting of laboratory data.
990, Part III, Line 4b. PUBLIC HEALTH AND CARE EMERGENCY PREPAREDNESS	8. The NYSDOH continues to sustain and enhance its communicable disease surveillance systems that collect information from multiple data streams daily to ensure a baseline of epidemiologic data for NYS. NYSDOH continues to sustain the capability to analyze and interpret epidemiologic data that is critical to the practice of public health. Accomplishments from the period 04/01/2024 to 03/31/2025: NYSDOH Division of Epidemiology (DOE) conducted case investigation, contact tracing and community mitigation efforts. NYSDOH DOE Bureau of Surveillance and Data Systems maintained syndromic surveillance for bioterrorism-related events reporting through National Syndromic Surveillance Program (NSSP) ESSENCE tool and coordinate with CDC as needed. NYSDOH Office of Public Health (OPH) conducted complex analytic tasks, including models and forecasts using surveillance and other epidemiological data to characterize outbreak risk among different populations for public health leadership awareness and decision-making on emerging health issues. NYSDOH DOE Bureau of Surveillance and Data Systems enhanced the NYS Electronic Syndromic Surveillance System (ESSS) to include a Geographic Information System (GIS) and new disease syndromes and emerging threats as they arise to gather, manage, and analyze syndromic data across NYS. Data collected through the Electronical Clinical Laboratory Reporting System (ECLRS), the Communicable Disease Electronic Surveillance System (CDESS) and the ESSS to improve analytics and visualization of data to detect emerging threats and inform and evaluate interventions. New staff were trained as needed. Ideally, analytics used for the COVID-19 response were replicated for other critical diseases. 100% of outbreaks/events detected using advanced analytics triggered communicable disease investigations and implementation of appropriate control measures. NYSDOH DOE Bureau of Surveillance and Data Systems participated in the National Notifiable Disease Surveillance System (NNDSS) Modernization Initiative (NMI) working with the NMI technical team for updating and implementing HL7 disease case notification messages. The NYSDOH DOE Bureau of Surveillance and Data Systems will conduct gap analyses of current versus future messages, complete the onboarding process and validate data transmitted to CDC to help share lessons learned and best practices with other jurisdictions. 100% of notifiable diseases reported to CDC were used disease specific HL7 messaging. NYSDOH DOE Bureau of Communicable Disease Control evaluated all Category A and Category B disease case reports to ensure that investigations were completed, and appropriate control measures were implemented. NYSDOH incorporated IHANS into notification drills for the CRI identified counties, NYSDOH MCM critical contact, and Preparedness Surge Staff. NYSDOH DOE Bureau of Communicable Disease Control evaluated all disease reports to ensure that timely investigations were initiated for Category I, Category II, and Category III agents. NYSDOH DOE Bureau of Communicable Disease Control prepared and disseminate annual progress performance reports on timeliness and completeness of communicable disease investigations to LHDs. All 57 (100%) LHDs received an individualized report to compare achievement with other counties within the same geographic region and similar population size to form a Common Operating Picture (COP) of disease surveillance statewide. Program Period Successes: NYSDOH OHEP has worked with the four HPP Healthcare Coalitions to provide a total of seven (7) TTX focused on the activation and operation of CHEMPACK across NYS. These exercises have led to in-depth discussions of key response elements of the CHEMPACK program, from initial identification of a hazard requiring CHEMPACK, notification of critical partners involved in response, transportation of assets, cross jurisdictional collaboration, to demobilization and return to readiness of CHEMPACK assets. The exercises are composed of diverse players, including but not limited to, Hospitals, LHDs, Local and ROs of EM, law enforcement, EMS, and other health and response partners from various healthcare facilities, provider types, and other backgrounds. Increasing familiarity of plans and key partner roles have been key outcomes across these exercises, with an important additional result of initialization of partners in planning and scheduling local jurisdictional level exercises for CHEMPACK. NYSDOH experts have participated in emergency planning efforts focused on health equity improvements for both public health plans as well as state-level plans. This has included recent collaborations with NYS OEM, Office of Mental Health, Office of Aging, Office of Children and Family Services and others in development of NYS Extreme Heat and Extreme Winter plans in 2024. These planning efforts are also being used to inform future guidance and recommendations to LHDs planning as well as in NYSDOH tools used by local and regional partners, such as the Cooling Center Finder on the NYSDOH web pages. In addition, NYSDOH supports the LHDs in annually identifying and collaborating with numerous health equity and access and functional needs partners, which lead to other activities in planning, training, and exercises. NYSDOH joined the NYS Drought Management Taskforce on November 1st in response to various regions, including New York City (NYC) and the metropolitan area, within the state meeting Jurisdictionally defined drought watch and ultimately drought warning conditions. This taskforce was led by the NYS DHSES and included key response partners such as the NYS Department of Environmental Conservation (DEC), National Weather Service (NWS), and the NYC Department of Environmental Protection (DEP). Drought conditions within several communities throughout the entire state of New York (NY), led impacts which included heightened wildfire risk and a rise in wildfires statewide, dry wells, springs and reduced reservoir levels, community well infrastructure and water storage tank issues previously never experienced, reduced capacity at key water treatment plants, and calls for community-wide water conservation efforts. This incident required consistent coordination among state and local partners through task force meetings at both the state and joint state/local levels. Impacts and response have included a number of local jurisdictions which have needed direct support by NYSDOH environmental health for water supply assessment and improvements, water supplementation through multi-agency support with water tankers, emergency wells, and public water distribution points, and consistent unified messaging on water quality and water availability to the public.
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 (22 FTES) support active research related projects for RPCI, providing timely and detailed revenue and expenditure information for internal and external review, as well as analysis with Institute investigators. HRI-Roswell Park Division currently has active projects totaling $147.84 million. HRI-Roswell Park's largest sponsor is the National Institute of Health (NIH) representing more than 33% of total funding.
Form 990, Part III, Line 4d. Other Program Services	Office of Public Health Office of Health Services Quality and Analytics Office of Primary Care Health Systems Management Office of the Commissioner School of Public Health Office of Aging and Long Term Care
Form 990, Part VI, Section B, line 11b	The Annual Form 990 is initiated by the Assistant Controller and developed in conjunction with the Controller and the Executive Director. The final draft is reviewed by the 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. 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 = $548,082,497
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) (Rev. 1-2025)

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	9
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	4
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	2,721
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) .........	1,031,359,860	1,050,531,846
9	Program service revenue (Part VIII, line 2g) .........	279,060	-20,656
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	30,679,180	35,659,427
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,561,016	873,183
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,063,879,116	1,087,043,800
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)	231,925,030	241,203,898
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)....	911,136,465	816,588,997
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,143,061,495	1,057,792,895
19	Revenue less expenses. Subtract line 18 from line 12.......	-79,182,379	29,250,905
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	900,509,246	845,122,734
21	Total liabilities (Part X, line 26).............	263,162,745	180,113,380
22	Net assets or fund balances. Subtract line 21 from line 20.....	637,346,501	665,009,354

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 649,899,777 including grants of $ ) (Revenue $ )
	Federally Funded HIV AIDS Prevention and Care ProgramsSee Schedule O

4b	(Code: ) (Expenses $ 170,756,763 including grants of $ ) (Revenue $ )
	PUBLIC HEALTH EMERGENCY PREPAREDNESS AND HOSPITAL PREPAREDNESSSee Schedule O

4c	(Code: ) (Expenses $ 157,413,431 including grants of $ ) (Revenue $ )
	CANCER RESEARCH See Schedule O

	(Code: ) (Expenses $ 39,078,144 including grants of $ ) (Revenue $ )
	SEE SCHEDULE O

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 39,078,144 including grants of $ ) (Revenue $ )
4e	Total program service expenses1,017,148,115

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	1,671,479	0	506,435

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	528,924,628

f	All other contributions, gifts, grants, and similar amounts not included above		1f	521,607,218

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

h Total. Add lines 1a-1f.......		1,050,531,846

		Business Code
2a	OTHER INCOME	541900	-20,656	-20,656
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		-20,656

3 Investment income (including dividends, interest, and othersimilar amounts) ......			30,702,247			30,702,247
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			873,183			873,183
			(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	684,523,531
b	Less: cost or other basis and sales expenses	7b	679,566,351
c	Gain or (loss)	7c	4,957,180
d	Net gain or (loss).........			4,957,180			4,957,180
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.....			1,087,043,800	0	0	36,511,954

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 ...........	670,418		670,418
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........	178,940,340	157,816,915	21,123,425
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	20,168,830	17,764,181	2,404,649
9	Other employee benefits .......	29,873,675	26,138,041	3,735,634
10	Payroll taxes ...........	11,550,635	10,139,427	1,411,208
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,153,054	845,628	307,426
c	Accounting ...........	160,400		160,400
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	73,820		73,820
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	11,833,780	10,608,499	1,225,281
12	Advertising and promotion ....
13	Office expenses .......	41,242,237	40,677,914	564,323
14	Information technology ......	2,550,775	877,579	1,673,196
15	Royalties ..
16	Occupancy ...........	3,891,584	125,217	3,766,367
17	Travel ............	3,018,445	2,948,762	69,683
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	981,476	975,410	6,066
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	767,027		767,027
23	Insurance ...	743,922	499	743,423
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	543,576,468	543,576,468
b	Subcontracts	201,155,354	200,455,456	699,898
c	Printing and Publicatio	2,248,646	1,292,143	956,503
d	OTHER	2,160,793	2,040,410	120,383
e	All other expenses	1,031,216	865,566	165,650
25	Total functional expenses. Add lines 1 through 24e	1,057,792,895	1,017,148,115	40,644,780	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 ........			155,304,167	1	161,660,266
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......			160,446,384	3	114,671,383
4	Accounts receivable, net .............			3,697,937	4	1,151,302
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 ......			169,311	9	695,185
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	9,655,117
b	Less: accumulated depreciation	10b	4,649,459	4,479,832	10c	5,005,658
11	Investments—publicly traded securities .			558,488,489	11	548,082,497
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 ...........			17,923,126	15	13,856,443
16	Total assets. Add lines 1 through 15 (must equal line 33)...			900,509,246	16	845,122,734

17	Accounts payable and accrued expenses .....	184,927,843	17	140,698,219
18	Grants payable ...		18
19	Deferred revenue .........	60,311,776	19	25,558,718
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	17,923,126	25	13,856,443
26	Total liabilities. Add lines 17 through 25..	263,162,745	26	180,113,380

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	186,253,816	27	235,332,434
28	Net assets with donor restrictions ...........	451,092,685	28	429,676,920
	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 ...........	637,346,501	32	665,009,354
33	Total liabilities and net assets/fund balances ........	900,509,246	33	845,122,734