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Health Research Inc Postretirement Health Benefits Trust

  • Menands, NY
  • Tax-exempt since March 2015
  • EIN: 46-4309365

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$23.3M (2025)

Expenses
$3.28M (2025)

Total Assets
$125M (2025)

Total Liabilities
$12k (2025)

Source: Form 990 tax filings from 2015 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,312,393
Expenses
$3,275,369
Net Income
$20,037,024
Net Assets
$125,167,386
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,979,809
12.8%
Investment Income $5,468,589
23.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,863,995
63.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $125,179,359
Total Liabilities $11,973
Net Assets $125,167,386
Compensation
Key Employees and Officers Compensation Related Other
Michael Nazarko (Vice President) $0 $3,780 $0
James V Mcdonald (President) $0 $0 $0
Andrew Ruby (Secretary/Treasurer) $0 $0 $0
Candace Johnson (Director) $0 $0 $0
Tim Reynolds (Director) $0 $0 $0
Justin P Runke Esq (Director) $0 $0 $0
Mary Applegate (Director) $0 $0 $0
Michael B Sexton Esq (Director) $0 $0 $0
Mary Beth Hefner (Director) $0 $0 $0
Cheryl Mattox (Executive Director (Thru 9/2024)) $0 $161,522 $50,474
Teresa Makarowsky (Corporate Controller) $0 $161,894 $56,907
Elizabeth Wood (Executive Director (Start 8/2024)) $0 $172,453 $63,388
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Document Links

990
Filed on Aug. 11, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,724,092
Expenses
$2,912,970
Net Income
$1,811,122
Net Assets
$120,325,911
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,519,598
53.3%
Investment Income $2,446,269
51.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$241,775
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $120,325,911
Total Liabilities $0
Net Assets $120,325,911
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Mattox (Executive Director Of Plan) $0 $176,741 $56,162
Michael Nazarko (Vice President) $0 $0 $0
James V Mcdonald (President) $0 $0 $0
Andrew Ruby (Secretary/Treasurer) $0 $0 $0
Candace Johnson (Director) $0 $0 $0
Tim Reynolds (Director) $0 $0 $0
Justin P Runke Esq (Director) $0 $0 $0
Mary Applegate (Director) $0 $0 $0
Michael B Sexton Esq (Director) $0 $0 $0
Teresa Makarowsky (Corporate Controller Of Pl) $0 $154,296 $53,801
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Document Links

990
Filed on Aug. 8, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,551,751
Expenses
$2,981,639
Net Income
$4,570,112
Net Assets
$105,246,544
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,384,538
31.6%
Investment Income $5,584,853
74.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$417,640
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $105,246,544
Total Liabilities $0
Net Assets $105,246,544
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Mattox (Executive Director Of Plan) $0 $172,407 $66,161
Michael Nazarko (Vice President) $0 $2,850 $0
Mary T Bassett Md (President (Through 1/2023)) $0 $0 $0
James V Mcdonald (President (Effective 1/2023)) $0 $0 $0
Andrew Ruby (Secretary/Treasurer) $0 $0 $0
Candace Johnson (Director) $0 $0 $0
Tim Reynolds (Director) $0 $0 $0
Justin P Runke Esq (Director) $0 $0 $0
Mary Applegate (Director) $0 $0 $0
Michael B Sexton Esq (Director) $0 $0 $0
Teresa Makarowsky (Corporate Controller Of Pl) $0 $143,418 $60,457
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Document Links

990
Filed on Jan. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,680,215
Expenses
$2,839,909
Net Income
$8,840,306
Net Assets
$111,523,561
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,261,422
19.4%
Investment Income $8,502,348
72.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $916,445
7.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $111,523,561
Total Liabilities $0
Net Assets $111,523,561
Compensation
Key Employees and Officers Compensation Related Other
Candace Johnson (Director) $0 $0 $0
Tim Reynolds (Director) $0 $0 $0
Cheryl Mattox (Executive Director Of Plan) $0 $165,786 $64,842
Justin P Runke Esq (Director) $0 $0 $0
Michael Sexton Esq (Director) $0 $0 $0
Andrew Ruby (Secretary/Treasurer) $0 $0 $0
Mary T Bassett Md (President) $0 $0 $0
Michael Nazarko (Director) $0 $28,020 $0
Mary Applegate (Director) $0 $0 $0
Teresa Makarowsky (Corporate Controller Of Pl) $0 $140,292 $60,702
Howard A Zucker Md (President) $0 $66,821 $10,090
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Document Links

990
Filed on Oct. 5, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,820,890
Expenses
$2,487,213
Net Income
$5,333,677
Net Assets
$110,350,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,271,430
29.0%
Investment Income $5,111,998
65.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $437,462
5.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $110,350,727
Total Liabilities $0
Net Assets $110,350,727
Compensation
Key Employees and Officers Compensation Related Other
Howard A Zucker Md (President) $0 $66,958 $9,441
Candace Johnson (Director) $0 $0 $0
Tim Reynolds (Director) $0 $0 $0
Cheryl Mattox (Executive Director Of Plan) $0 $160,655 $52,304
Justin P Runke Esq (Director) $0 $0 $0
Michael Sexton Esq (Director) $0 $0 $0
Andrew Ruby (Secretary/Treasurer) $0 $0 $0
Teresa Makarowsky (Corporate Controller Of Plan) $0 $133,262 $48,144
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Document Links

990
Filed on Aug. 16, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,745,152
Expenses
$2,600,133
Net Income
$3,145,019
Net Assets
$82,515,794
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,262,215
39.4%
Investment Income $3,356,815
58.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $126,122
2.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,515,794
Total Liabilities $0
Net Assets $82,515,794
Compensation
Key Employees and Officers Compensation Related Other
Howard A Zucker Md (President) $0 $65,927 $9,098
Marybeth Hefner (Secretary / Treasurer) $0 $0 $0
Michael B Sexton Esq (Director) $0 $0 $0
Candace Johnson (Director) $0 $0 $0
David Hernandez (Director) $0 $0 $0
Tim Reynolds (Director) $0 $0 $0
Kunle Odunsi (Director) $0 $0 $0
Justin P Runke (Director) $0 $0 $0
Bradley Hutton (Vice President) $0 $0 $0
Cheryl Mattox (Executive Director Of Plan) $0 $157,220 $50,006
Teresa Makarowsky (Corporate Controller Of Pl) $0 $130,786 $44,829
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Document Links

990
Filed on Aug. 11, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,443,432
Expenses
$2,691,853
Net Income
$6,751,579
Net Assets
$88,230,725
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,303,622
24.4%
Investment Income $5,398,149
57.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,741,661
18.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $88,230,725
Total Liabilities $0
Net Assets $88,230,725
Compensation
Key Employees and Officers Compensation Related Other
Howard A Zucker Md (President) $0 $64,538 $8,906
Sally Dreslin (Vice President) $0 $0 $0
Marybeth Hefner (Secretary / Treasurer) $0 $0 $0
Magdalena Ramirez (Director) $0 $0 $0
Michael B Sexton Esq (Director) $0 $0 $0
Candace Johnson (Director) $0 $0 $0
David Hernandez (Director) $0 $0 $0
Tim Reynolds (Director) $0 $0 $0
Kunle Odunsi (Director) $0 $0 $0
Justin P Runke (Director) $0 $0 $0
Cheryl Mattox (Executive Director Of Plan) $0 $153,640 $48,290
Teresa Makarowsky (Corporate Controller Of Pl) $0 $122,862 $42,427
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990
Filed on Oct. 1, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,906,827
Expenses
$2,544,395
Net Income
$1,362,432
Net Assets
$88,859,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,199,789
56.3%
Investment Income $1,617,271
41.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $89,767
2.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $88,859,274
Total Liabilities $0
Net Assets $88,859,274
Compensation
Key Employees and Officers Compensation Related Other
Howard A Zucker Md (President) $0 $62,689 $8,651
Sally Dreslin (Vice President) $0 $0 $0
Marybeth Hefner (Secretary / Treasurer) $0 $0 $0
Magdalena Ramirez (Director) $0 $0 $0
Michael B Sexton Esq (Director) $0 $0 $0
Candace Johnson (Director) $0 $0 $0
David Hernandez (Director) $0 $0 $0
Tim Reynolds (Director) $0 $0 $0
Kunle Odunsi (Director) $0 $0 $0
Justin P Runke (Director) $0 $0 $0
Cheryl Mattox (Executive Director Of Plan) $0 $147,285 $47,341
Teresa Makarowsky (Corporate Controller Of Pl) $0 $113,994 $41,015
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990
Filed on Aug. 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,170,412
Expenses
$2,387,664
Net Income
$1,782,748
Net Assets
$81,702,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,151,883
51.6%
Investment Income $1,305,482
31.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $713,047
17.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $81,702,212
Total Liabilities $0
Net Assets $81,702,212
Compensation
Key Employees and Officers Compensation Related Other
Howard A Zucker Md (President) $0 $61,000 $8,418
Sally Dreslin (Vice President) $0 $0 $0
Marybeth Hefner (Secretary / Treasurer) $0 $0 $0
Magdalena Ramirez (Director) $0 $0 $0
Michael B Sexton Esq (Director) $0 $0 $0
Candace Johnson (Director) $0 $0 $0
David Hernandez (Director) $0 $0 $0
Tim Reynolds (Director) $0 $0 $0
Kunle Odunsi (Director) $0 $0 $0
Cheryl Mattox (Executive Director Of Plan Sponsor) $0 $139,004 $46,016
Teresa Makarowsky (Corporate Controller Of Plan Sponsor) $0 $105,719 $40,690
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990
Filed on Feb. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,327,070
Expenses
$1,950,272
Net Income
$1,376,798
Net Assets
$74,013,009
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,112,489
63.5%
Investment Income $1,270,210
38.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$55,629
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $74,013,009
Total Liabilities $0
Net Assets $74,013,009
Compensation
Key Employees and Officers Compensation Related Other
Howard A Zucker Md (President) $0 $38,008 $5,701
Sally Dreslin (Vice President) $0 $0 $0
Marybeth Hefner (Secretary / Treasurer) $0 $0 $0
James E Dering Esq (Director) $0 $0 $0
Dale L Morse Md (Director) $0 $0 $0
Magdalena Ramirez (Director) $0 $0 $0
Michael B Sexton Esq (Director) $0 $0 $0
Candace Johnson (Director) $0 $0 $0
David Hernandez (Director) $0 $0 $0
Tim Reynolds (Director) $0 $0 $0
Cheryl Mattox (Executive Director Of Plan Sponsor) $0 $124,750 $46,474
Teresa Makarowsky (Corporate Controller Of Plan Sponsor) $0 $95,948 $44,059
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990
Filed on Feb. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,695,468
Expenses
$1,032,639
Net Income
$77,662,829
Net Assets
$76,061,301
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,764,749
98.8%
Investment Income $926,150
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,569
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,061,301
Total Liabilities $0
Net Assets $76,061,301
Compensation
Key Employees and Officers Compensation Related Other
Nirav R Shah Md Mph (Former President) $0 $23,462 $4,598
Howard A Zucker Md (President) $0 $0 $0
Sue E Kelly (Former Vice President) $0 $0 $0
Marybeth Hefner (Secretary / Treasurer) $0 $0 $0
James E Dering Esq (Director) $0 $0 $0
Magdalena Ramirez (Director) $0 $0 $0
Michael B Sexton Esq (Director) $0 $0 $0
Donald L Trump Md (Former Director) $0 $0 $0
Candace Johnson (Director) $0 $0 $0
David Hernandez (Director) $0 $0 $0
Barbara Ryan (Executive Director Of Plan Sponsor) $0 $145,529 $29,542
Cheryl A Mattox (Director Of Corporate Finance Of Plan Sponsor) $0 $117,999 $43,245
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990
Filed on Feb. 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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