2024-11-05T10:14:40-06:00 2023-12-31 020664148 BA INC 300 LEDGEWOOD PLACE ROCKLAND MA 02370 990 2023-01-01 043383748 HEALTH ASSESSMENT LAB INC C/O BA INC HEAL 8023561212 300 LEDGEWOOD PLACE 200 ROCKLAND MA 02370 DR MICHAEL ZUBKOFF PRESIDENT & DIRECTOR 6173756666 2024-11-04 1 0 TINA YANG CPA P01477453 7817418887 2024-11-04 2023 2024-10-15 13:58:12Z DR MICHAEL ZUBKOFF 108 IDLE PINE DR FAIRLEE VT 05045 223010 0 X WWW.HAL-HEALTH.ORG X 1997 MA RESEARCH & DEVELOPMENT OF HEALTH OUTCOMES IN FIELD OF HEALTH CARE SERVICES 4 0 2 0 0 0 186000 111000 0 0 64216 112010 0 0 250216 223010 93400 63500 0 0 406221 308105 0 0 0 55566 58816 555187 430421 -304971 -207411 3939937 4191829 486139 448239 3453798 3743590 X 1) DEVELOPMENT & VALIDATION OF NEW MEASURES 2) TRANSLATION & ADAPTION OF TOOLS FOR USE IN INTERNATIONAL RESEARCH 3) TECHNICAL ASSISTANCE IN SUPPORT OF PATIENT -BASED TOOLS IN A VARIETY OF SPECIFIC APPLICATIONS 4) EDUCATION & TRAINING IN PATIENT REPORTED OUTCOMES. 0 0 360946 63500 0 HEALTH ASSESSMENT LAB (HAL) IS A RESEARCH CENTER THAT WORKS WITH A NETWORK OF U.S. AND INTERNATIONAL RESEARCHERS. HAL'S ACTIVITIES FOCUS ON THE WORLDWIDE ADVANCEMENT OF PATIENT-BASED HEALTH STATUS ASSESSMENT THROUGH: (1) DEVELOPMENT OF HIGHLY EFFICIENT SURVEY METHODS FOR ASSESSING HEALTH OUTCOMES FROM THE PATIENT'S POINT OF VEIW; (2) TRANSLATION AND VALIDATION OF HEALTH STATUS QUESTIONNAIRES; (3) PROVISION OF TECHNICAL ASSISTANCE TO USERS OF THE QUESTIONNAIRES; AND (4) EDUCATIONAL OUTREACH. IN PARTICULAR, HAL IS WELL-KNOWN FOR ITS WORK WITH SF-36R AND SF-12R HEALTH SURVEYS, WHICH ARE THE MOST WIDELY-USED PATIENT-BASED HEALTH STATUS QUESTIONNAIRES IN THE WORLD. THE PRODUCT OF HAL'S RESEARCH ARE USED IN CLINICAL RESEARCH, CLINICAL PRACTICE AND POPULATION MONITORING.IN JUNE 2010, THE ORGANIZATION'S BOARD OF DIRECTORS ANNOUNCED THE ESTABLISHMENT OF THE ALVIN R. TARLOV AND JOHN E. WARE, JR. (TARLOV/WARE) DOCTORAL DISSERTATION AWARD IN PATIENT REPORT OUTCOMES. IN 2011, THE ORGANIZATION'S BOARD ESTABLISHED THE TARLOV/WARE POST DOCTORAL AWARD PROGRAM IN PATIENT REPORTED OUTCOMES. THE PURPOSE OF THESE AWARDS IS TO ENCOURAGE DOCTORAL DISSERTATIONS AND POST DOCTORAL STUDIES ON PATIENT REPORTED OUTCOMES. IN 2016, THE BOARD ESTABLISHED THE TARLOV/WARE CAREER ACHIEVEMENT PROGRAM, WHICH WILL BE AWARDED ANNUALLY DURING THE PLENARY SESSION OF THE INTERNATIONAL SOCIETY IN HEALTHCARE (ISQUA) ANNUAL MEETING, & AGREED TO SUPPORT AN ANNUAL PRE-CONFERENCE WORKSHOP ON PATIENT REPORTED OUTCOMES. THE ORGANIZATION AWARDED EDUCATIONAL/RESEARCH GRANTS TOTALING $63,500 AND $93,400 FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, RESPECTIVELY. 360946 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 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 1 0 0 0 1 1 0 2 1 0 0 0 0 0 0 0 0 0 0 0 X 4 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA X X DR MICHAEL ZUBKOFF 8023561212 108 IDLE PINE DR FAIRLEE VT 05045 DR EUGENE NELSON DIRECTOR 0.00 X X 127857 0 18993 DR MICHAEL ZUBKOFF DIRECTOR & CEO, CSO 0.00 X X 139857 0 0 DR LISA ZUBKOFF DIRECTOR 0.00 X 0 0 0 MR LUCAS NELSON DIRECTOR 0.00 X 0 0 0 267714 0 18993 2 0 0 0 0 111000 111000 53527 53527 58483 58483 223010 112010 0 0 63500 63500 139857 111886 27971 139857 139857 6993 6993 21398 19258 2140 16008 8004 8004 15776 15776 6218 6218 644 644 486 486 9903 9903 7839 7839 PAYROLL PROCESSING EXPE 1545 1545 BANK FEES 200 200 OTHER STATE TAXES & FEE 197 197 430421 360946 69475 0 103099 444155 7839 3510 3510 0 0 3836838 3739835 3939937 4191829 486139 448239 486139 448239 X 3441298 3731090 12500 12500 3453798 3743590 3939937 4191829 -207411 497203 0 X 0 0 0 X 4138 8276 56000 186000 111000 365414 4138 8276 56000 186000 111000 365414 365414 84984 31958 83215 64216 112010 376383 741797 0.49260 0.40240 X THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS AND GRANTS, PRIMARILY FROM GOVERNMENTAL UNITS, COMMUNITY BASED NGOS, COMMUNITY ASSOCIATIONS, OTHER PUBLIC CHARITIES AND INDIVIDUALS. THIS HAS INCLUDED SUCCESSFUL EFFORTS AT RAISING MATCHING SUPPORT FROM OUR PARTNERS, THE INTERNATIONAL SOCIETY FOR QUALITY ASSURANCE(ISQUA) FOR AN ANNUAL PRE CONFERENCE WORKSHOP ON PATIENT REPORTED OUTCOME MEASURES THAT WE OFFER EACH YEAR BEFORE THEISQUA ANNUAL MEETINGS, TYPICALLY HELD IN OCTOBER. ADDITIONAL MATCHING SUPPORT HAS BEEN RAISED FROM ISQUA FOR THE ANNUAL AWARDING OF THE HAL/MOT CAREER ACHIEVEMENT AWARD, PRESENTED EACH YEARAT THE ISQUA ANNUAL MEETING. AS PART OF OUR COMMUNICATIONS VIDEO PROGRAM PROJECT ON PATIENT STORIES HAL HAVE RECEIVED MATCHING IN KIND DOLLARS ONCE AGAIN FROM IORA, INC., OUR NOTES, INC. AND DARTMOUTH HITCHCOCK MEDICAL CENTER TO HELP US UNDERTAKE A SERIES OF FILMS TELLING PATIENT STORIES. ADDITIONALLY, HAL IS IN CONTINUING DISCUSSIONS WITH A NUMBER OF ORGANIZATIONS CONCERNING POSSIBLE SUBCONTRACTS FOR WORK BEING DONE BY HALEMPLOYEES AND BOARD MEMBERS: INSTITUTE FOR HEALTHCARE IMPROVEMENT (BOSTON), UNIVERSITY OF ALABAMA/ VETERANS ADMINISTRATION, NEW YORK UNIVERSITY, UNIVERSITY OF ROCHESTER/VA, HARVARD MEDICAL SCHOOL, THE PARKINSON'S FOUNDATION, THE FULL CIRCLE HEALTH FOUNDATION, AND THE CYSTIC FIBROSIS FOUNDATION, FROM WHICH WE HAVE RECEIVED SUBSTANTIAL SUPPORT OVER THE YEARS. 3510 3510 0 0 COMMON FUND INST MULTI STRATEGY EQUITY FUND 1537693 F COMMON FUND INST MULTI STRATEGY BOND FUND 970749 F INTERNATIONAL CORE EQUITY FUND 585096 F EMERGING MARKETS VALUE FUND 293968 F U.S. TARGETED VALUE FUND 352329 F 3739835 DUE TO AFFILIATE 448239 448239 FORM 990, SCHEDULE D, PART X, LINE 2 THE ORGANIZATION FOLLOWS ASC 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES." UNDER ASC 740, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS, PENALTY OR INTEREST FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. 1 AWARDS FOR DISSERTATION & POST-DOCTORAL RESEARCH PROJECTS IN PATIENT REPORTE 12 63500 0 0 0 0 0 0 0 0 0 DR EUGENE NELSON DIRECTOR 127857 0 0 0 0 0 18993 0 0 0 146850 0 0 0 DR MICHAEL ZUBKOFF DIRECTOR & CEO, CSO 139857 0 0 0 0 0 0 0 0 0 139857 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE BOARD IS MADE UP OF MEMBERS FROM TWO FAMILIES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE DIRECTORS FOR REVIEW, EDIT AND APPROVAL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS ITS CONFLICT OF INTEREST POLICY WITH EACH MEMBER AT ITS ANNUAL MEETING WITH EACH MEMBER BEING REQUIRED TO SIGN OFF IN WRITING AS WELL. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD VOTED TO APPROVE SEARCHES FOR A 30% FTE AS CEO/CHIEF SCIENTIFIC OFFICER AND A 50% FTE AS DIRECTOR OF COMMUNICATIONS AND MARKETING IN ORDER TO RAISE AWARENESS OF THE ORGANIZATION'S MISSION. UPON ADVICE OF COUNSEL, THE ORGAIZATION RETAINED INDEPENDENT PROFESSIONAL CONSULTANTS (HEALTH APPRAISERS, INC. "HAI" OF DEL RAY BEACH, FL) TO DETERMINE INDUSTRY WIDE COMPARABLE COMPENSATION VIA A FAIR MARKET VALUE (FMV) ANALYSIS FOR BOTH POSITIONS. BOTH POSITIONS WERE FILLED DURING 2014 BY SEARCH COMMITTEES OF THE BOARD COMPRISED OF UN-CONFLICTED INDIVIDUALS ACTING ON BEHALF OF THE BOARD & THE ORGANIZATION'S LEGAL COUNSEL. COPIES OF HAI REPORTS AND MINUTES OF THE BOARD'S SEARCH COMMITTEE DELIBERATIONS ARE ON FILE WITH COUNSEL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION REQUIRES ITS FINANCIAL STATEMENT TO BE REVIEWED BY EXTERNAL AUDITORS TO ENSURE REPORTING IS ACCURATE AND COMPLETE. NO REGULATORY NEEDS. COPIES OF ALL FILINGS ARE PROVIDED TO THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL, DIVISION OF PUBLIC CHARITIES AND ARE AVAILABLE FOR PUBLIC INSPECTION. MEDICAL OUTCOMES TRUST C/O DRMICHAEL ZUBKOFF HB 7250 DARTM HANOVER NH 03755 043160283 SUPPLIES INSTRUMENTS THAT MEASURE HEALTH AND HEALTHCARE OUTCOMES MA 501C3 PUBLIC CHARITY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0