2026-09-15T15:15:23-05:00 2025-12-31 561945391 MPCOMPANY LLP 4600 MARRIOTT DRIVE SUITE 300 RALEIGH NC 27612 990 2025-01-01 680617198 HEALTH RESEARCH ALLIANCE INC HEAL 5129343164 3110 EDWARDS MILL ROAD 300 RALEIGH NC 27612 CHRISTINE RIORDAN EXECUTIVE DIRECTOR 5129343164 2026-09-15 1 SCOTT SEBBO P01444400 9198369200 2026-09-15 2025 CHRISTINE RIORDAN 3110 EDWARDS MILL ROAD 300 RALEIGH NC 27612 800930 0 X WWW.HEALTHRA.ORG X 2005 NC COMMITTED TO MAXIMIZING THE IMPACT OF BIOMEDICAL RESEARCH TO IMPROVE HUMAN HEALTH. 15 15 3 50 0 0 586820 754723 0 0 44598 46207 0 0 631418 800930 0 0 0 0 422006 403506 0 0 68846 270481 261873 692487 665379 -61069 135551 827943 1060264 111851 208123 716092 852141 X THE HEALTH RESEARCH ALLIANCE (HRA), A COLLABORATIVE MEMBER ORGANIZATION OF NONPROFIT RESEARCH FUNDERS, IS COMMITTED TO MAXIMIZING THE IMPACT OF BIOMEDICAL RESEARCH TO IMPROVE HUMAN HEALTH. 0 0 97633 CONVENE MEMBERSHIP TO FOSTER COMMUNICATION AND COLLABORATION.SEE SCHEDULE O FOR EXPANDED DETAIL ON THIS PROGRAM. 166742 SUPPORT INFRASTRUCTURE AND PRACTICES TO SHARE RESEARCH, DATA, AND ANALYSIS. SEE SCHEDULE O FOR EXPANDED DETAIL ON THIS PROGRAM. 151595 GATHER AND DISSEMINATE KNOWLEDGE TO FOSTER INNOVATIVE GRANTMAKING AND ADDRESS CHALLENGES IN BIOMEDICAL RESEARCH. SEE SCHEDULE O FOR EXPANDED DETAIL ON THIS PROGRAM. 415970 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 3 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X CHRISTINE LAGANA RIORDAN 5129343164 3110 EDWARDS MILL ROAD 300 RALEIGH NC 27612 KELLY ROSE CHAIR 1.00 X X 0 0 0 AMY LASTER VICE CHAIR 1.00 X X 0 0 0 KARA COLEMAN SECRETARY 1.00 X X 0 0 0 ANNE HULTGREN TREASURER 1.00 X X 0 0 0 STACY CLOUD PAST CHAIR 1.00 X X 0 0 0 GLENN DILLON DIRECTOR-AT-LARGE 1.00 X 0 0 0 DIANE BOVENKAMP DIRECTOR 1.00 X 0 0 0 HEATHER CALDERONE DIRECTOR 1.00 X 0 0 0 BRENT DOLEZALEK DIRECTOR 1.00 X 0 0 0 KIM LEZAK DIRECTOR 1.00 X 0 0 0 ORNA EHRLICH DIRECTOR 1.00 X 0 0 0 JENNIFER BRUMMET DIRECTOR 1.00 X 0 0 0 KEVIN SIA DIRECTOR 1.00 X 0 0 0 ALYCIA HALLADAY DIRECTOR 1.00 X 0 0 0 STEFANIA FORNER DIRECTOR 1.00 X 0 0 0 CHRISTINE RIORDAN EXECUTIVE DIRECTOR 40.00 X 211825 0 31249 JENNA HICKS ASSISTANT DIRECTOR 40.00 X 77836 0 11049 MELISSA LENA OPERATIONS DIRECTOR 40.00 X 8059 0 508 297720 0 42806 1 0 1 0 0 631567 123156 754723 46207 46207 800930 0 0 46207 339932 183563 105719 50650 40374 21802 12556 6016 23200 12528 7215 3457 31275 5265 24557 1453 14800 14800 47495 46679 552 264 6795 3594 2222 979 97640 86992 7199 3449 1425 770 443 212 2188 2188 25514 25514 361 361 12710 6863 3953 1894 3170 1712 986 472 CONSULTANTS 18500 18500 665379 415970 180563 68846 98888 67881 702986 912204 0 3305 21811 21171 164918 109215 4258 55703 827943 1060264 35347 64364 1250 43505 75254 100254 111851 208123 X 716092 799141 0 53000 716092 852141 827943 1060264 135551 498 0 X 0 1 X 1 0 X 503349 656370 556451 586820 754723 3057713 503349 656370 556451 586820 754723 3057713 132388 2925325 8891 4387 27292 45814 46207 132591 3190304 0.91690 0.95680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164918 109215 55703 55703 BRAIN TUMOR FUNDERS' COLLABORATIVE 100254 100254 808628 498 7200 7698 800930 0 800930 672579 7200 7200 665379 0 665379 X X X X 0 0 0 0 0 0 0 0 0 CHRISTINE RIORDAN EXECUTIVE DIRECTOR 210667 0 0 0 1158 0 22822 0 8427 0 243074 0 0 0 FORM 990, PART III, LINE 1 CONTINUED: TO ACHIEVE ITS MISSION, HRA: - FOSTERS OPEN COMMUNICATION AND COLLABORATION AMONG AND BETWEEN FUNDERS AND THE BROADER RESEARCH COMMUNITY - COLLECTS AND SHARES COMPREHENSIVE DATA AND ANALYSIS ABOUT NONPROFIT FUNDING FOR BIOMEDICAL RESEARCH AND TRAINING - PROVIDES LEADERSHIP, KNOWLEDGE, TOOLS, AND OPPORTUNITIES TO PROMOTE INNOVATIVE AND EFFECTIVE GRANTMAKING - ADDRESSES ISSUES THAT ARE KEY TO ACCELERATING RESEARCH DISCOVERY AND ITS TRANSLATION CORE VALUES: - IMPACT: WE ENABLE INDIVIDUAL ORGANIZATIONS AND THE RESEARCH COMMUNITY COLLECTIVELY TO ENHANCE THE EFFECTIVENESS OF BIOMEDICAL RESEARCH. - COLLABORATE: WE COMMUNICATE; SHARE INFORMATION, EXPERIENCES, AND BEST PRACTICES; AND WORK TOGETHER TO ACHIEVE OUR SHARED GOALS. - INNOVATE: WE IDENTIFY, AGGREGATE, AND SHARE VALUABLE RESOURCES OR FOSTER NOVEL APPROACHES, WHEN NEEDED, TO ADDRESS CHALLENGES IN BIOMEDICAL RESEARCH. FORM 990, PART III, LINE 4A CONTINUED: HRA IS AN INCLUSIVE AND DIVERSE COMMUNITY THAT PROVIDES A FORUM FOR SHARING EFFECTIVE PRACTICES AND TOOLS TO OUR NONPROFIT RESEARCH FUNDER-MEMBER ORGANIZATIONS. LEARNING FROM EACH OTHER ULTIMATELY HELPS MEMBERS IMPROVE THEIR ORGANIZATIONS AND BUILD THEIR CAPACITY. HRA CONVENES ONE IN-PERSON AND ONE VIRTUAL MEMBERS MEETING PER YEAR. INCLUDING REMOTE ATTENDEES IN OUR IN-PERSON (HYBRID) MEETINGS, AND HOSTING COMPLETELY VIRTUAL MEETINGS, ENABLES PARTICIPATION BY MEMBERS WHO MAY NOT TYPICALLY HAVE THE OPPORTUNITY TO ATTEND IN-PERSON, RESULTING IN AN INCREASE FROM APPROXIMATELY 100 ATTENDEES AT IN-PERSON MEETINGS TO ZOOM MEETINGS WITH 200 MEMBERS ATTENDING SOME OF THE SESSIONS. MEMBERS MEETING AGENDAS ARE CREATED BY A PROGRAM COMMITTEE, MADE UP OF HRA MEMBERS AND SUPPORTED BY HRA STAFF. THE PROGRAM COMMITTEE DEVELOPS SESSIONS FOR MEMBERS MEETINGS THAT FOSTER COLLABORATION AND ADDRESS IMPORTANT AND CHALLENGING ISSUES FOR PHILANTHROPY AND THE BIOMEDICAL RESEARCH SECTOR. THESE SESSIONS OFTEN ALIGN WITH OUR ONGOING LEARNING COMMUNITY WEBINARS TO BRING IN EXTERNAL EXPERTS AND HIGHLIGHT DISCUSSIONS AROUND SUSTAINABILITY OF THE RESEARCH WORKFORCE, OPEN SCIENCE, ARTIFICIAL INTELLIGENCE (AI) AND LARGE LANGUAGE MODELS (LLM), HOSTING PATIENT REGISTRIES, AND OTHER TOPICS HRA MEMBERS DISCUSS YEAR-ROUND. THE PROGRAM COMMITTEE ALSO DEVELOPS MEETING SESSIONS AROUND BROADER TOPICS SUCH AS STRATEGIC PLANNING, EFFECTIVE COLLABORATION STRATEGIES, PATIENT ENGAGEMENT, AND OTHER URGENT ISSUES FOR FUNDERS THAT GARNER A MORE DIVERSE AUDIENCE THAN THE SPECIFIC TOPICS ADDRESSED BY THE LEARNING COMMUNITIES. IN ADDITION, WE CONTINUE TO HOST VIRTUAL CEO ROUNDTABLES SEVERAL TIMES PER YEAR WHICH LEAD TO OTHER ACTIVITIES SUCH AS HOSTING TARGETED WEBINARS AND CREATING RESOURCES THAT OFTEN DEAL WITH HUMAN RESOURCE ISSUES WHERE CEOS FIND LEARNING FROM THEIR PEERS INVALUABLE. UPON RECOMMENDATION FROM THE CEOS, WE NOW HAVE A PROFESSIONAL DEVELOPMENT PROGRAM FOR STAFF AT HRA MEMBER ORGANIZATIONS, WHICH HOSTS WEBINARS INTENDED TO INCREASE STAFF CAPACITY IN AREAS SUCH AS COMMUNICATION, LEADERSHIP, AND NETWORKING. FORM 990, PART III, LINE 4B CONTINUED: HRA'S SERVICES TO MEMBERS INCLUDE INFRASTRUCTURE AND PRACTICES TO SHARE RESEARCH, DATA, AND ANALYSIS. FOR EXAMPLE, HRA ANALYZER IS HRA'S PROPRIETARY DATABASE THAT PROVIDES DATA-DRIVEN ANALYSIS ENABLING MEMBERS TO BETTER UNDERSTAND THE IMPACT OF THEIR GRANTMAKING PRACTICES, AS WELL AS PERFORM LANDSCAPE ANALYSES TO UNDERSTAND THE BROADER BIOMEDICAL RESEARCH FUNDING LANDSCAPE. IN HRA ANALYZER, MEMBER ORGANIZATIONS CAN UPLOAD DATA, USE THE DATA TO BETTER TARGET LIMITED FUNDS, DEVELOP NEW PROGRAMS TO ADVANCE A MORE EQUITABLE BIOMEDICAL RESEARCH WORKFORCE, AND IDENTIFY COLLABORATING ORGANIZATIONS OR REVIEWERS. HRA HAS HOSTED PERIODIC WEBINARS TO HELP HRA MEMBERS UNDERSTAND THE VALUE OF HRA ANALYZER. WE WORK WITH GRANTS MANAGEMENT SYSTEMS, SUCH AS PROPOSALCENTRAL, TO FACILITATE EASIER DATA UPLOADS INTO HRA ANALYZER. HRA CAN ALSO USE THE TOOLS IN HRA ANALYZER ON BEHALF OF MEMBERS TO HELP THEM FIND COLLABORATING ORGANIZATIONS OR IDENTIFY AREAS OF UNDERFUNDING TO EXPLORE. IN ANOTHER EXAMPLE OF HRA'S POWERFUL INFRASTRUCTURE, HRA OPEN IS A PLATFORM DEVELOPED BY HRA TO ENABLE PUBLICATIONS AND OTHER RESEARCH OUTPUTS TO BE MADE OPEN AND FREELY ACCESSIBLE - NOT ONLY TO THE SCIENTIFIC COMMUNITY BUT TO ANYONE. HRA OPEN FOSTERS OPEN SCHOLARSHIP ACROSS HRA MEMBER ORGANIZATIONS AND THEIR RESEARCHERS, WHICH CONTINUES TO BE AN IMPORTANT STRATEGY TO IMPACT INVESTMENT IN BIOMEDICAL RESEARCH. HRA ALSO ROUTINELY SURVEYS OUR MEMBERSHIP TO UNDERSTAND CHALLENGES TO FUNDRAISING AND OTHER IMPACTS ON NONPROFIT FUNDERS, AS WELL AS OTHER ISSUES RELATED TO GRANTMAKING AND PROGRAMMING. WE MAKE THOSE DATA AVAILABLE TO HRA MEMBERS AND USE IT TO GUIDE OUR SERVICES AND RESOURCES FOR MEMBERS. FINALLY, HRA USES THE INFRASTRUCTURE OF OUR WEBSITE AS A CENTRAL REPOSITORY OF CURATED RESOURCES, AND TO PUBLICIZE EVENTS. FORM 990, PART III, LINE 4C CONTINUED: HRA GATHERS AND DISSEMINATES KNOWLEDGE TO FOSTER INNOVATIVE GRANTMAKING AND ADDRESS CHALLENGES IN BIOMEDICAL RESEARCH BY PROVIDING LEADERSHIP, KNOWLEDGE, TOOLS, AND OPPORTUNITIES TO COLLABORATE AND IDENTIFY EFFECTIVE GRANTMAKING STRATEGIES. WE USE HRA'S ONLINE AND EMAIL FORUM FOR HRA MEMBERS TO SEEK GUIDANCE, ASK QUESTIONS, AND POSE CHALLENGES TO FELLOW MEMBERS OUTSIDE OF FORMAL GROUPS OR MEETINGS. HRA'S LEARNING COMMUNITIES ALSO PROVIDE LEADERSHIP, KNOWLEDGE, TOOLS, AND OPPORTUNITIES ON TOPICS THAT ARE CRITICAL TO THE BIOMEDICAL RESEARCH FUNDING SECTOR. LEARNING COMMUNITY TOPICS INCLUDE GRANTS ADMINISTRATION; MISCONDUCT AND ETHICS; OPEN SCIENCE; PROGRAM EVALUATION; REGISTRY AND BIOREPOSITORY; RESEARCH WORKFORCE AND EARLY CAREER DEVELOPMENT; AND THERAPEUTIC DEVELOPMENT, AMONG OTHERS. THE COMMUNITIES WORK BY CONVENING REGULARLY VIA ONLINE MEETINGS TO SHARE INFORMATION, CREATE TOOLS, AND COLLECT EFFECTIVE STRATEGIES TO SHARE WITH THE MEMBERS. THESE COMMUNITIES DIVE DEEP INTO ISSUES THAT IMPACT OUR MEMBERS, AND DEVELOP RECOMMENDATIONS, IDENTIFY RESOURCES, OR FACILITATE DISCUSSION ABOUT WHAT HRA AND HRA MEMBERS CAN IMPLEMENT OR SUPPORT TO MAKE PROGRESS IN AREAS IMPORTANT TO BIOMEDICAL RESEARCH FUNDERS. COMMUNITIES ARE CREATED WHEN A NEED ARISES BUT ALSO SUNSET WHEN THE APPLICABILITY TO HRA MEMBER ORGANIZATIONS SIGNIFICANTLY DECREASES. WE ALSO HOST ON HRA'S WEBSITE A FREQUENTLY UPDATED GRANTMAKING HANDBOOK FOR HRA MEMBERS AND THE COMMUNITY (INCLUDING "HOW TO'S" FOR BIOMEDICAL GRANTMAKING). FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS BROAD AUTHORITY DELEGATED BY THE BOARD UNDER HRA BYLAWS. THE EXECUTIVE COMMITTEE IS COMPOSED OF ALL OFFICERS (CHAIR, VICE CHAIR, SECRETARY, TREASURER, PAST CHAIR) PLUS THE EXECUTIVE DIRECTOR AND ONE AT-LARGE MEMBER FROM THE BOARD. HRA BYLAWS GIVE THE EXECUTIVE COMMITTEE "GENERAL SUPERVISION OF THE AFFAIRS OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD...AND SHALL ACT WITH THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION." THE EXECUTIVE COMMITTEE HAS NO AUTHORITY IN THE FOLLOWING MATTERS: (A) THE AUTHORIZATION OF DISTRIBUTIONS (B) THE DISSOLUTION OR MERGER OF THE ORGANIZATION OR THE SALE OF ORGANIZATION'S ASSETS (C) ELECTION OR REMOVAL OF DIRECTORS OR FILING OF VACANCIES ON THE BOARD (D) HIRING/TERMINATION OF EXECUTIVE DIRECTOR (E) CHANGES IN ARTICLES/BYLAWS FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION DOES HAVE ORGANIZATIONAL MEMBERS THAT PAY YEARLY DUES. ALTHOUGH ONLY REPRESENTATIVES FROM MEMBER ORGANIZATIONS ARE ELIGIBLE TO PARTICIPATE IN HRA'S GOVERNING BODY, BEYOND THAT MEMBERS DO NOT HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE OR TO RECEIVE DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION. THEREFORE, THE ORGANIZATION DOES NOT HAVE MEMBERS ACCORDING TO THE DEFINITION OF "MEMBER" IN THE FORM 990 INSTRUCTIONS. FORM 990, PART VI, SECTION B, LINE 11B HRA POLICY G-3 (POLICY REGARDING BOARD OF DIRECTORS' REVIEW OF THE HEALTH RESEARCH ALLIANCE'S IRS FORM 990) SPECIFIES THAT THE FINANCE COMMITTEE REVIEW THE HEALTH RESEARCH ALLIANCE'S IRS FORM 990 OR FORM 990EZ AND PRESENT A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. THIS RECOMMENDATION AND AN ELECTRONIC COPY OF THE IRS FORM 990 OR FORM 990EZ WILL BE PROVIDED TO EACH DIRECTOR APPROXIMATELY THREE WEEKS PRIOR TO THE DATE THE RETURN WILL BE FILED. DIRECTORS WILL BE GIVEN FIVE DAYS TO REVIEW THE FORM AND TO ASK QUESTIONS. AFTER THE REVIEW PERIOD, AND INCORPORATION OF COMMENTS, ALL DIRECTORS MUST VOTE ON ACCEPTANCE OF THE FORM AS PRESENTED. VOTING BY EMAIL OR BY CONFERENCE CALL IS ACCEPTABLE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. IN ADDITION, IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE HRA BOARD OF DIRECTORS SERVES AS THE COMPENSATION COMMITTEE FOR THE PURPOSE OF ESTABLISHING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. CHANGES IN THE SALARY OF THE EXECUTIVE DIRECTOR ARE DETERMINED AT A MEETING OF THE COMPENSATION COMMITTEE BASED ON THE RESULTS OF THE PERFORMANCE APPRAISAL, CHANGES IN THE SCOPE OF THE ROLE AND DUTIES OF THE EXECUTIVE DIRECTOR, CHANGES IN THE COMPLEXITY OF THE ENVIRONMENT IN WHICH THE ORGANIZATION OPERATES, AND AVAILABLE RESOURCES. THE EXECUTIVE COMMITTEE USES MARKET DATA FROM SIMILAR ORGANIZATIONS TO PERFORM PERIODIC MARKET REASSESSMENTS OF THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR POSITION EVERY THREE YEARS, OR MORE OFTEN IF NEEDED. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT THE OFFICE OF THE ORGANIZATION.