Form 990 for tax year 2023

Totals

Total revenue

$82,090,767

Total expenses

$65,512,308

Contributions and grants received

$60,982,559

Grants paid

$19,922,492

Program service revenue

$17,103,692

Investment income

$3,967,163

Other revenue

$37,353

Total assets, end of year

$107,382,404

Total liabilities, end of year

$15,677,484

Net assets or fund balances, end of year

$91,704,920

Program services expenses (Part IX)

$59,346,316

Management and general expenses

$5,937,099

Fundraising expenses

$228,893

Program service expenses (Part III)

$59,346,316

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• HRIA'S GRANTMAKING STAFF WORK WITH PRIVATE INDIVIDUALS, BANK TRUSTS, FOUNDATIONS, HOSPITALS, AND GOVERNMENT AGENCIES TO DESIGN CUSTOMIZED GRANT PROGRAMS THAT ACCELERATE LIFE SCIENCE DISCOVERIES AND ADVANCE COMMUNITY HEALTH. EACH YEAR, MORE THAN 100 INTERNATIONALLY RECOGNIZED RESEARCH SCIENTISTS AND PHYSICIANS FROM ACROSS THE UNITED STATES AND EUROPE SERVE ON THE SCIENTIFIC REVIEW COMMITTEES AND PROVIDE CRITICAL AND UNBIASED EVALUATIONS OF ALL APPLICATIONS AND RESEARCH PROGRESS REPORTS. ADDITIONALLY, OVER 75 HEALTH EXPERTS UTILIZE THEIR SUBJECT MATTER EXPERTISE TO PROVIDE UNBIASED REVIEWS OF COMMUNITY HEALTH APPLICATIONS. THROUGH LIFE SCIENCES CONSULTING SERVICES, HRIA DEVELOPS REPORTS THAT CAN BE TAILORED FOR EITHER SCIENTIFIC OR LAY AUDIENCES FOR CLIENTS THAT WISH TO LEARN MORE ABOUT A SPECIFIC DISEASE OR FIELD OF BIOMEDICAL RESEARCH. HRIA'S COMMUNITY HEALTH GRANTMAKING PROGRAM PROVIDES CONSULTATION AND SUPPORTS THE DISBURSEMENT OF GRANT FUNDS BY GOVERNMENT AGENCIES, HEALTHCARE INSTITUTIONS, AND PHILANTHROPY TO ADVANCE COMMUNITY HEALTH AND EQUITY THROUGH INVESTMENTS IN EVIDENCE-BASED AND INNOVATIVE STRATEGIES. HRIA STAFF REVIEW, EVALUATE, AND SUMMARIZE RELEVANT SCIENTIFIC AND PHILANTHROPIC LITERATURE; ASSESS THE CURRENT FUNDING LANDSCAPE; IDENTIFY EVIDENCE-BASED APPROACHES AND BEST PRACTICES; ENGAGE LEADERS IN THE FIELD OF INTEREST TO INFORM GRANTMAKING DECISIONS; DEVELOP STREAMLINED GRANTMAKING PROCESSES THAT ENGAGE DIVERSE STAKEHOLDERS; AND CREATE MONITORING AND REPORTING STRUCTURES THAT DEMONSTRATE IMPACT OF GRANT AWARDS. THE GRANTMAKING PROGRAM ACCOUNTED FOR 33% OF TOTAL PROGRAM EXPENDITURES FOR THE YEAR ENDED JUNE 30, 2024.

  Expenses $19,142,112 · Grants $14,574,182 · Revenue $5,528,832

• HRIA'S CAPACITY BUILDING ASSISTANCE STAFF COLLABORATE WITH INDIVIDUALS, ORGANIZATIONS, AND COMMUNITIES TO BUILD INDIVIDUAL SKILLS AND ORGANIZATIONAL INFRASTRUCTURE TO IMPROVE PUBLIC HEALTH AND ACHIEVE HEALTH AND RACIAL EQUITY. THE CAPACITY BUILDING ASSISTANCE STAFF OFFER A RANGE OF SERVICES, INCLUDING TRAINING, TECHNICAL ASSISTANCE, TECHNICAL SERVICES, AND INFORMATION DISSEMINATION. TRAINING INCLUDES INTERACTIVE IN-PERSON AND WEB-BASED SKILL-BUILDING. TECHNICAL ASSISTANCE INCLUDES EXPERT CONSULTATION AND COACHING ON HOW TO DEVELOP OPERATIONAL, MANAGERIAL, TECHNOLOGICAL, PROGRAMMATIC, OR ADMINISTRATIVE SYSTEMS. TECHNICAL SERVICES INCLUDE THE DIRECT PROVISION OF PROFESSIONAL SERVICES OR THE IMPLEMENTATION OF TASKS TO SUPPORT OPERATIONAL, MANAGERIAL, TECHNOLOGICAL, PROGRAMMATIC, OR ADMINISTRATIVE SYSTEMS. INFORMATION DISSEMINATION (OR COMMUNICATION) INCLUDES THE COLLECTION, PACKAGING, AND SHARING OF EVIDENCE-BASED INFORMATION, TOOLS, RESOURCES, AND BEST PRACTICES. HRIA STAFF ARE SKILLED AT WORKING WITH AND ACROSS MULTIPLE SECTORS AND ENGAGING NONTRADITIONAL PARTNERS TO BUILD THE CAPACITY OF COALITIONS, ORGANIZATIONS, COMMUNITIES, AND THE PUBLIC HEALTH WORKFORCE, INCLUDING YOUTH, REGIONAL PLANNERS, BUSINESS LEADERS, FAITH-BASED COMMUNITIES, PUBLIC SAFETY, FOOD SYSTEMS, AND ECONOMIC AND COMMUNITY DEVELOPMENT AGENCIES. THE CAPACITY BUILDING ASSISTANCE PROGRAM ACCOUNTED FOR APPROXIMATELY 22% OF TOTAL PROGRAM EXPENDITURES FOR THE YEAR ENDED JUNE 30, 2024.

  Expenses $12,976,815 · Grants $4,759,310 · Revenue $3,748,104

• HRIA'S PUBLIC HEALTH SERVICES (PHS) TEAM PROVIDES TECHNICAL IMPLEMENTATION SERVICES, INCLUDING STATEWIDE HELPLINES FOR SUBSTANCE USE AND PROBLEM GAMBLING, AS WELL AS THE DISTRIBUTION OF HEALTH PROMOTION AND HARM REDUCTION MATERIALS. SERVICES WITHIN PUBLIC HEALTH SERVICES INCLUDE THE CLEARINGHOUSE WHICH DISTRIBUTES MILLIONS OF UNITS OF PUBLIC SAFETY, HEALTH, AND HARM REDUCTION MATERIALS TO PROVIDERS AND COMMUNITIES EACH YEAR. PUBLIC HEALTH SERVICES ALSO LEADS AND OPERATES A PORTFOLIO OF SIX SUBSTANCE USE AND PROBLEM GAMBLING HELPLINES ACROSS FOUR STATES: MASSACHUSETTS SUBSTANCE USE HELPLINE, MASSACHUSETTS PROBLEM GAMBLING HELPLINE, ILLINOIS HELPLINE FOR OPIOIDS AND OTHER SUBSTANCES, ILLINOIS PROBLEM GAMBLING HELPLINE, VERMONT HELPLINK, AND OREGON BEHAVIORAL HEALTH RESOURCE NETWORK HELPLINE

  Expenses $8,994,050 · Revenue $2,597,759

• HRIA'S PARTNERSHIPS PROGRAM PROVIDES FISCAL SPONSORSHIP AND OTHER SUPPORT TO ADVANCE THE WORK OF SEVERAL INITIATIVES. HRIA'S APPROACH TO FISCAL SPONSORSHIP ISSYNERGISTIC AND GENERATIVE, WHEREIN WE AND OUR FISCALLY SPONSORED PROGRAMS MUTUALLY BENEFIT FROM OUR COLLABORATIVE ACTIVITIES AND A SHARED VISION OF HEALTH ANDRACIAL EQUITY. WITH THE PROGRAMMATIC OVERSIGHT OF INDEPENDENT MULTI-DISCIPLINARY ADVISORY BOARDS, THESE ORGANIZATIONS AND THE STAFF WORK WITH HRIA TO DETERMINETHE APPROPRIATE LEVEL OF ENGAGEMENT AND COLLABORATION.HRIA'S CURRENT ROSTER OF FISCALLY SPONSORED PROGRAMS INCLUDES:MACHW, MASSACHUSETTS ASSOCIATION OF COMMUNITY HEALTH WORKERSNACHW, NATIONAL ASSOCIATION OF COMMUNITY HEALTH WORKERSTHE HAVI, THE HEALTH ALLIANCE FOR VIOLENCE INTERVENTIONMCSIC, MASSACHUSETTS COALITION FOR SERIOUS ILLNESS CARECPLAN, COLLABORATIVE PARENT LEADERSHIP ACTION NETWORKTHE POSITIVE DVIANCE INITIATIVECOMMUNITY HEALTH WORKER CENTER FOR RESEARCH & EVALUATIONH2HC, HUNGER TO HEALTH COLLABORATORYVTPHI, VERMONT PUBLIC HEALTH INSTITUTEIN ADDITION TO PARTNERSHIPS, HRIA ALSO HAD HEALTH & RACIAL EQUITY PROGRAMS AS WELL AS RESEARCH AND EVALUATION PROGRAMS DURING THE YEAR ENDING JUNE 30, 2024.

  Expenses $18,233,339 · Grants $589,000 · Revenue $5,266,350

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• TRUSTEES OF BOSTON UNIVERSITY

  $450,000

  CENTER FOR GUN VIOLENCE RESEARCH AND EDUCATION, THE MEDICAL FOUNDATION GRANTMAKING, UNRESTRICTED

• BIG CITIES HEALTH COALITION

  $400,000

  CENTER FOR GUN VIOLENCE RESEARCH AND EDUCATION, THE MEDICAL FOUNDATION GRANTMAKING, UNRESTRICTED

• THE UNIVERSITY OF CHICAGO

  $375,000

  GENEEN TRUST P165, THE MEDICAL FOUNDATION GRANTMAKING, UNRESTRICTED

• GREENROOTS

  $340,437

  RWJF CULTURE OF HEALTH PROJECT, COMMUNITY HEALTH GRANTMAKING, UNRESTRICTED

• THE CENTER FOR HOPE AND HEALING INC

  $337,418

  BSAS GRANTMAKING, TRAINING & CAPACITY BUILDING, UNRESTRICTED

• YMCA OF GREATER SPRINGFIELD

  $311,516

  IMPROVING EQUITY IN PUBLIC HEALTH, TRAINING AND CAPACITY BUILDING, UNRESTRICTED

• UNCORNERED INC

  $285,000

  CENTER FOR GUN VIOLENCE RESEARCH AND EDUCATION, THE MEDICAL FOUNDATION GRANTMAKING, UNRESTRICTED

• FRANKLIN REGIONAL COUNCIL OF GOVERNMENTS

  $277,919

  DON STATEWIDE CHI & HEALTHY AGING FUND P332 P333, COMMUNITY HEALTH GRANTMAKING, UNRESTRICTED

• UNIVERSITY OF PITTSBURGH

  $250,000

  THOME P161, THE MEDICAL FOUNDATION GRANTMAKING, UNRESTRICTED

• DUKE UNIVERSITY

  $250,000

  THOME P161, THE MEDICAL FOUNDATION GRANTMAKING, UNRESTRICTED

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2023

Filed

14 May 2025

IRS schema version

2023v6.0

Source object

202501349349307780

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.