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Nonprofiteer
← NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC

Form 990 for tax year 2022

Filed by NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC.

Totals

Total revenue
$52,613,082
Total expenses
$51,668,686
Contributions and grants received
$47,061,295
Grants paid
$0
Program service revenue
$5,372,575
Investment income
$179,212
Other revenue
$0
Total assets, end of year
$19,731,206
Total liabilities, end of year
$9,891,978
Net assets or fund balances, end of year
$9,839,228
Program services expenses (Part IX)
$41,627,132
Management and general expenses
$10,041,554
Fundraising expenses
$0
Program service expenses (Part III)
$41,627,132

Program services were 80.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • THEODORA MAURO MD

    CHAIR THROUGH 12/2022 / DIRECTOR

    Total calculated
    $339,643
    From this org
    $0
    From related orgs
    $339,643
    Other
    $0
    Hours/week
    8 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $339,643 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $339,643 related

  • MICHAEL SHLIPAK MD MPH

    DIRECTOR / CHAIR START 1/2023

    Total calculated
    $254,764
    From this org
    $0
    From related orgs
    $254,764
    Other
    $0
    Hours/week
    8 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,764 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $254,764 related

  • HUBERT T KIM MD PHD

    VICE CHAIR

    Total calculated
    $425,133
    From this org
    $0
    From related orgs
    $425,133
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,133 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $425,133 related

  • KARUNESH GANGULY MD PHD

    DIRECTOR

    Total calculated
    $278,250
    From this org
    $0
    From related orgs
    $278,250
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,250 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $278,250 related

  • WARREN J GASPER MD

    DIRECTOR

    Total calculated
    $335,550
    From this org
    $0
    From related orgs
    $335,550
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,550 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $335,550 related

  • JIA F LI MBA FACHE

    DIRECTOR

    Total calculated
    $176,300
    From this org
    $0
    From related orgs
    $176,300
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,300 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $176,300 related

  • JOHN R MCQUAID PHD

    DIRECTOR THROUGH 11/2022

    Total calculated
    $172,828
    From this org
    $0
    From related orgs
    $172,828
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,828 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $172,828 related

  • KENNETH R MCQUAID MD

    DIRECTOR

    Total calculated
    $404,536
    From this org
    $0
    From related orgs
    $404,536
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,536 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $404,536 related

  • BRUCE OVBIAGELE MD MSC MAS MBA M

    DIRECTOR

    Total calculated
    $318,893
    From this org
    $0
    From related orgs
    $318,893
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,893 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $318,893 related

  • LOUISE C WALTER MD

    DIRECTOR

    Total calculated
    $268,820
    From this org
    $0
    From related orgs
    $268,820
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,820 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $268,820 related

  • KRISTINE YAFFE MD

    DIRECTOR

    Total calculated
    $159,635
    From this org
    $0
    From related orgs
    $159,635
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,635 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $159,635 related

  • NEAL H COHEN MD MPH MS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HAROLD R COLLARD MD MS

    DIRECTOR THROUGH 9/2023

    Total calculated
    $0
    Hours/week
    1

  • LT COLONEL STEVE COUNTOURIOTIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID O MORGAN PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER MITCHELL PHD

    DIRECTOR START 4/2023

    Total calculated
    $164,389
    From this org
    $0
    From related orgs
    $164,389
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,389 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $164,389 related

  • THOMAS C NEYLAN MD

    DIRECTOR START 1/2023

    Total calculated
    $283,662
    From this org
    $0
    From related orgs
    $283,662
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,662 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $283,662 related

  • STEPHEN PEARY JD LLM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULES WALKER MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA ROSALES

    CEO/EXECUTIVE DIRECTOR

    Total calculated
    $346,688
    From this org
    $314,208
    From related orgs
    $0
    Other
    $32,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $314,208
    Bonus
    $0
    Other
    $0
    Deferred
    $29,935
    Nontaxable benefits
    $2,545
    Filer's total
    $346,688

  • JOANNA ZHAO

    CFO, SECRETARY & TREASURER

    Total calculated
    $268,000
    From this org
    $215,706
    From related orgs
    $0
    Other
    $52,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,706
    Bonus
    $0
    Other
    $0
    Deferred
    $19,186
    Nontaxable benefits
    $33,108
    Filer's total
    $268,000

  • DIANA SACREY

    DIRECTOR, VAARC RESEARCH OPERATIONS

    Total calculated
    $249,115
    From this org
    $195,611
    From related orgs
    $0
    Other
    $53,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,611
    Bonus
    $0
    Other
    $0
    Deferred
    $20,396
    Nontaxable benefits
    $33,108
    Filer's total
    $249,115

  • ZIN KAY CHAN

    DIRECTOR, INFORMATION SYSTEMS

    Total calculated
    $209,166
    From this org
    $183,034
    From related orgs
    $0
    Other
    $26,132
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,034
    Bonus
    $0
    Other
    $0
    Deferred
    $16,611
    Nontaxable benefits
    $9,521
    Filer's total
    $209,166

  • DEREK FLENNIKEN

    CIND IT DIRECTOR

    Total calculated
    $223,427
    From this org
    $175,701
    From related orgs
    $0
    Other
    $47,726
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,701
    Bonus
    $0
    Other
    $0
    Deferred
    $17,925
    Nontaxable benefits
    $29,801
    Filer's total
    $223,427

  • CYNTHIA HUYNH

    ADMINISTRATIVE NURSE II

    Total calculated
    $193,576
    From this org
    $175,467
    From related orgs
    $0
    Other
    $18,109
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,467
    Bonus
    $0
    Other
    $0
    Deferred
    $17,459
    Nontaxable benefits
    $650
    Filer's total
    $193,576

  • MONICA CAMACHO

    SRA V SUPERVISOR

    Total calculated
    $176,167
    From this org
    $152,396
    From related orgs
    $0
    Other
    $23,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,396
    Bonus
    $0
    Other
    $0
    Deferred
    $15,077
    Nontaxable benefits
    $8,694
    Filer's total
    $176,167

  • JIAN PU

    ACCOUNTING MANAGER

    Total calculated
    $192,597
    From this org
    $144,656
    From related orgs
    $0
    Other
    $47,941
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,656
    Bonus
    $0
    Other
    $0
    Deferred
    $14,973
    Nontaxable benefits
    $32,968
    Filer's total
    $192,597

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

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
23 May 2024
IRS schema version
2022v5.0
Source object
202401459349301030

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

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