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Nonprofit · EIN 52-1225130

HDA RESEARCH FOUNDATION

Tax-exempt · WASHINGTON, DC 20004

Financials

$1.2M$1.1M2023$1M$912K2024
Revenue Expenses · by fiscal year end
Financials of HDA RESEARCH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,014,506$911,759$102,747$1,003,391$192,208$811,183
December 31, 2023990$1,200,491$1,133,973$66,518$970,012$266,368$703,644
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$707,450
Program service revenue
$315,214
Investment income
$20,358
Net income from fundraising events
-$28,516
Other revenue
-$28,516

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$521,144
Salaries, compensation and benefits (total)
$521,144
Professional fundraising fees
$0
Legal fees
$270
Accounting fees
$10,387
Occupancy
$34,342
Travel
$5,782
Program services (functional)
$365,275
Management and general (functional)
$254,799
Fundraising (functional)
$291,685

Balance sheet and other

Total assets, start of year
$970,012
Total assets, end of year
$1,003,391
Total liabilities, end of year
$192,208
Net assets, end of year
$811,183
Publicly traded securities
$557,200
Net assets without donor restrictions
$259,494
Net assets with donor restrictions
$551,689
Gross receipts
$1,127,808
Employees
0
Volunteers
15
Year formed
1980
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHIP DAVISPRESIDENT & CEO
Officer
0.5$24,825$1,961,165$373,109
PERRY FRIEVP, COO
Officer
12$191,035$445,749$99,034
ANN BITTMANEVP, TREASURER
Officer
2$30,289$575,495$103,431
ANTHONY MIHELICHVICE CHAIR
Trustee or director, Officer
1$0$0$0
STEVE GIULICHAIR
Trustee or director, Officer
1$0$0$0
ROBERT FASIOLADIRECTOR
Trustee or director
1$0$0$0
HEATHER ZENKDIRECTOR
Trustee or director
1$0$0$0
RESA GILMOREDIRECTOR
Trustee or director
1$0$0$0
RENA GOINSDIRECTOR
Trustee or director
1$0$0$0
STEVE NOETZELDIRECTOR
Trustee or director
1$0$0$0
STEVE WILHELMDIRECTOR
Trustee or director
1$0$0$0
MAYUR SHAHDIRECTOR (ENDED 04/24)
Trustee or director
1$0$0$0
KRISTI RONCODIRECTOR
Trustee or director
1$0$0$0
CLINT SYVINSKIDIRECTOR (ENDED 11/24)
Trustee or director
1$0$0$0
AL PAONESSADIRECTOR (ENDED 12/24)
Trustee or director
1$0$0$0
3 more people on this return
NameTitleHours / weekCompensation
CRAIG COWMANDIRECTOR
Trustee or director
1$0
ROBERT POTTERDIRECTOR (ENDED 12/24)
Trustee or director
1$0
RAMESH SRINVASANDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 20 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHIP DAVISPRESIDENT & CEO
Officer
0.5$24,080$1,902,333$366,433
PERRY FRIEVP, COO
Officer
12$170,957$398,899$94,636
ANN BITTMANEVP, TREASURER
Officer
2$27,934$530,737$97,651
JOHN PARKERSVP, COMMUNICATIONS
Key employee
1$10,054$392,118$72,941
CRAIG COWMANCHAIRMAN
Trustee or director, Officer
1$0$0$0
STEVE GIULIVICE CHAIR
Trustee or director, Officer
1$0$0$0
GAYLE JOHNSTONDIRECTOR - UNTIL 12/23
Trustee or director
1$0$0$0
RAMESH SRINVASANDIRECTOR
Trustee or director
1$0$0$0
ROBERT POTTERDIRECTOR
Trustee or director
1$0$0$0
ANTHONY MIHELICHDIRECTOR
Trustee or director
1$0$0$0
ROBERT FASIOLADIRECTOR
Trustee or director
1$0$0$0
HEATHER ZENKDIRECTOR
Trustee or director
1$0$0$0
RESA GILMOREDIRECTOR
Trustee or director
1$0$0$0
RENA GOINSDIRECTOR
Trustee or director
1$0$0$0
STEVE NOETZELDIRECTOR
Trustee or director
1$0$0$0
STEVE WILHELMDIRECTOR
Trustee or director
1$0$0$0
MAYUR SHAHDIRECTOR
Trustee or director
1$0$0$0
KRISTI RONCODIRECTOR
Trustee or director
1$0$0$0
CLINT SYVINSKIDIRECTOR
Trustee or director
1$0$0$0
AL PAONESSADIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1275 PENNSYLVANIA AVE NW STE 600, WASHINGTON, DC 20004-2444
Principal officer (990 for 2024)
PERRY FRI, 1275 PENNSYLVANIA AVE NW STE 600, WASHINGTON, DC 20004
Signed the 990
ANN BITTMAN, TREASURER
Phone
(202) 963-1300
Return prepared by
CBIZ ADVISORS LLC

Mission

SEE SCHEDULE OTHE FOUNDATION'S MISSION IS TO CONDUCT RESEARCH AND EDUCATION THAT CREATES KNOWLEDGE AND IDENTIFIES BUSINESS PRACTICES THAT IMPROVE THE EFFICIENCY, SAFETY AND INTEGRITY OF THE HEALTHCARE SUPPLY CHAIN. TO PROVIDE THOUGHT LEADERSHIP TO FURTHER ENHANCE THE SAFETY AND SECURITY OF THE HEALTHCARE SUPPLY CHAIN THROUGH FUTURE-FOCUSED STUDY AND PROGRAMMING.

990 for the year ended December 31, 2024

Program accomplishments

  • THE FUTURE OF THE U.S. PHARMACEUTICAL COLD CHAIN (RESEARCH PROJECT): IDENTIFIES CURRENT CHALLENGES AND OPPORTUNITIES FOR COLD CHAIN MANAGEMENT IN THE U.S. PHARMACEUTICAL SUPPLY CHAIN AND OFFERS STRATEGIES TO ADDRESS THE REMARKABLE GROWTH OF TEMPERATURE-SENSITIVE PRODUCTS IN THE HEALTHCARE ECOSYSTEM. HDA FACTBOOK (RESEARCH PROJECT): PROVIDES FOR THE ANNUAL COLLECTION AND ANALYSIS OF INDUSTRY DATA. THIS PROJECT INCLUDES THE PUBLICATION OF THE FACTBOOK, A COMPREHENSIVE ANNUAL RESOURCE PUBLICATION DISTRIBUTED TO THE SUPPLY CHAIN COMPANIES AND THOSE WITH AN INTEREST IN BETTER UNDERSTANDING THE HEALTHCARE INDUSTRY.SPECIALTY FACTS, FIGURES, & TRENDS (RESEARCH PROJECT): HIGHLIGHTS TRENDS FOUND IN THE SPECIALTY HEALTHCARE SECTOR AND SERVES AS AN INDUSTRY BENCHMARKING RESOURCE FOR INDUSTRY PARTICIPANTS, FINANCIAL ANALYSTS, ACADEMIA AND OTHERS WHO HAVE AN INTEREST IN UNDERSTANDING THE VARIOUS ASPECTS OF THIS GROWING MARKETPLACE. THE TEXT INCLUDES BENCHMARKS FEATURING: MARKET CHARACTERISTICS, FINANCE, OPERATIONS, COLD CHAIN HANDLING, TRANSPORTATION/DELIVERY, INFORMATION TECHNOLOGY, RETURNS AND SERVICES, PLUS A CHAPTER THAT TAKES A DEEPER DIVE INTO DEMOGRAPHIC TRENDS AND ONCOLOGY.SCHOLARSHIP PROGRAM: AS PART OF ITS MISSION TO FOSTER INDUSTRY KNOWLEDGE, THE HDA RESEARCH FOUNDATION SCHOLARSHIP IS AVAILABLE TO GRADUATE-LEVEL STUDENTS CURRENTLY WORKING WITHIN HDA-MEMBER DISTRIBUTOR AND MANUFACTURER COMPANIES.SCHOLARSHIP PROGRAM: AS PART OF ITS MISSION TO FOSTER INDUSTRY KNOWLEDGE, THE HDA RESEARCH FOUNDATION SCHOLARSHIP IS AVAILABLE TO GRADUATE-LEVEL STUDENTS CURRENTLY WORKING WITHIN HDA-MEMBER DISTRIBUTOR AND MANUFACTURER COMPANIES.SERIALIZATION READINESS: THIS SURVEY PROVIDES UNBIASED, OBJECTIVE DATA ON THE CURRENT READINESS OF MANUFACTURERS AND DISTRIBUTORS TO MEET DSCSA'S REQUIREMENTS.
    Expenses $365,275 · revenue $315,214

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-1225130
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1981
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,003,391
Income (IRS master file)
$1,127,808

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,014,506$911,759$1,003,391XML
990December 2023$1,200,491$1,133,973$970,012XML
990December 2022$965,082$1,064,914$872,172IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1225130).

Questions about HDA RESEARCH FOUNDATION

What is the EIN of HDA RESEARCH FOUNDATION?
The employer identification number (EIN) of HDA RESEARCH FOUNDATION is 52-1225130.
Is HDA RESEARCH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to HDA RESEARCH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does HDA RESEARCH FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HDA RESEARCH FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HDA RESEARCH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HDA RESEARCH FOUNDATION?
The 990 for the year ended December 31, 2024 names PERRY FRI.
Who are the officers and directors of HDA RESEARCH FOUNDATION?
The 990 for the year ended December 31, 2024 lists 18 people; 3 received compensation from the organization, the highest $24,825 (CHIP DAVIS, PRESIDENT & CEO).
How much revenue does HDA RESEARCH FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,014,506, expenses of $911,759 and total assets of $1,003,391 at year end.

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