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Nonprofiteer
← NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC

Form 990 for tax year 2023

Filed by NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC.

Totals

Total revenue
$62,319,319
Total expenses
$61,631,737
Contributions and grants received
$55,571,066
Grants paid
$0
Program services expenses (Part IX)
$50,673,739
Management and general expenses
$10,957,998
Fundraising expenses
$0
Program service expenses (Part III)
$50,673,739

Program services were 82.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL SHLIPAK MD MPH

    CHAIR

    Total calculated
    $278,139
    From this org
    $0
    From related orgs
    $278,139
    Other
    $0
    Hours/week
    8 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,139 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $278,139 related

  • HUBERT T KIM MD PHD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    8 + 40 related

  • NEAL H COHEN MD MPH MS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LT COLONEL STEVE COUNTOURIOTIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KARUNESH GANGULY MD PHD

    DIRECTOR

    Total calculated
    $270,832
    From this org
    $0
    From related orgs
    $270,832
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,832 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $270,832 related

  • WARREN J GASPER MD

    DIRECTOR

    Total calculated
    $389,119
    From this org
    $0
    From related orgs
    $389,119
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,119 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $389,119 related

  • VANESSA JACOBY MD MAS

    DIRECTOR START 1/2023

    Total calculated
    $0
    Hours/week
    1

  • JIA F LI MBA FACHE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • THEODORA MAURO MD

    DIRECTOR

    Total calculated
    $377,500
    From this org
    $0
    From related orgs
    $377,500
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $377,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $377,500 related

  • KENNETH R MCQUAID MD

    DIRECTOR

    Total calculated
    $391,370
    From this org
    $0
    From related orgs
    $391,370
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,370 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $391,370 related

  • JENNIFER MITCHELL PHD

    DIRECTOR

    Total calculated
    $168,192
    From this org
    $0
    From related orgs
    $168,192
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,192 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $168,192 related

  • DAVID O MORGAN PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS C NEYLAN MD

    DIRECTOR

    Total calculated
    $309,238
    From this org
    $0
    From related orgs
    $309,238
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,238 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $309,238 related

  • BRUCE OVBIAGELE MD MSC MAS MBA M

    DIRECTOR

    Total calculated
    $427,003
    From this org
    $0
    From related orgs
    $427,003
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,003 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $427,003 related

  • STEPHEN PEARY JD LLM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULES WALKER MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LOUISE C WALTER MD

    DIRECTOR

    Total calculated
    $137,520
    From this org
    $0
    From related orgs
    $137,520
    Other
    $0
    Hours/week
    1 + 40 related

  • KRISTINE YAFFE MD

    DIRECTOR

    Total calculated
    $155,869
    From this org
    $0
    From related orgs
    $155,869
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,869 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $155,869 related

  • STEVEN A YUKL MD

    DIRECTOR START 1/2023

    Total calculated
    $252,590
    From this org
    $0
    From related orgs
    $252,590
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,590 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $252,590 related

  • REBECCA ROSALES

    CEO/EXECUTIVE DIRECTOR

    Total calculated
    $349,798
    From this org
    $314,208
    From related orgs
    $0
    Other
    $35,590
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $314,208
    Bonus
    $0
    Other
    $0
    Deferred
    $32,992
    Nontaxable benefits
    $2,598
    Filer's total
    $349,798

  • JOANNA ZHAO

    CFO, SECRETARY, AND TREASURER

    Total calculated
    $290,763
    From this org
    $233,005
    From related orgs
    $0
    Other
    $57,758
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,005
    Bonus
    $0
    Other
    $0
    Deferred
    $23,167
    Nontaxable benefits
    $34,591
    Filer's total
    $290,763

  • DIANA SACREY

    DIRECTOR, VAARC RESEARCH OPERATIONS

    Total calculated
    $260,714
    From this org
    $204,757
    From related orgs
    $0
    Other
    $55,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,757
    Bonus
    $0
    Other
    $0
    Deferred
    $21,366
    Nontaxable benefits
    $34,591
    Filer's total
    $260,714

  • ZIN KAY CHAN

    DIRECTOR, INFORMATION TECHNOLOGY

    Total calculated
    $209,000
    From this org
    $181,424
    From related orgs
    $0
    Other
    $27,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,424
    Bonus
    $0
    Other
    $0
    Deferred
    $17,888
    Nontaxable benefits
    $9,688
    Filer's total
    $209,000

  • DEREK FLENNIKEN

    CIND IT DIRECTOR

    Total calculated
    $253,080
    From this org
    $200,264
    From related orgs
    $0
    Other
    $52,816
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,264
    Bonus
    $0
    Other
    $0
    Deferred
    $20,405
    Nontaxable benefits
    $32,411
    Filer's total
    $253,080

  • CYNTHIA HUYNH

    ADMINISTRATIVE NURSE II

    Total calculated
    $208,816
    From this org
    $188,986
    From related orgs
    $0
    Other
    $19,830
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,986
    Bonus
    $0
    Other
    $0
    Deferred
    $19,159
    Nontaxable benefits
    $671
    Filer's total
    $208,816

  • MICHAEL WEINER

    PRINCIPAL INVESTIGATOR

    Total calculated
    $251,610
    From this org
    $241,809
    From related orgs
    $0
    Other
    $9,801
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,809
    Bonus
    $0
    Other
    $0
    Deferred
    $9,384
    Nontaxable benefits
    $417
    Filer's total
    $251,610

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 — 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
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202501209349301715

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

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