NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC Charity Report

Public IRS 990 nonprofit record

NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC

EIN 94-3084159 · Medical Research (H00Z)

What they do

to IMPROVE THE HEALTH and WELL-BEING of VETERANS and THE GENERAL PUBLIC BY SUPPORTING A WORLD-CLASS BIOMEDICAL RESEARCH PROGRAM CONDUCTED BY UCSF FACULTY AT THE SAN FRANCISCO VETERANS AFFAIRS HEALTH CARE SYSTEM.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $84.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

84.84%of revenue went to mission work84.4% of expenses · Program services

$100.52spent for every $100 of revenueSpending was higher than revenue this year.

15.68%of revenue went to management and office costs15.6% of expenses

$0.30in assets for every $1 spent this yearSome assets cannot be spent right away.

90.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $361,560 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $436,424 for MICHAEL WEINER (PRINCIPAL INVESTIGATOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$69,153,222

Mission workProgram services$58,670,11484.84% of revenue84.4% of expenses

ManagementOffice and general costs$10,844,66815.68% of revenue15.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$69,514,782100.52% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 84.4% mission · 15.6% management · 0.0% fundraisingTotal expenses: 100.52% of revenue

2023Expense mix: 82.2% mission · 17.8% management · 0.0% fundraisingTotal expenses: 98.90% of revenue

2022Expense mix: 80.6% mission · 19.4% management · 0.0% fundraisingTotal expenses: 98.21% of revenue

2021Expense mix: 82.3% mission · 17.7% management · 0.0% fundraisingTotal expenses: 98.44% of revenue

2020Expense mix: 79.6% mission · 20.4% management · 0.0% fundraisingTotal expenses: 93.74% of revenue

2019Expense mix: 80.9% mission · 19.1% management · 0.0% fundraisingTotal expenses: 100.05% of revenue

2018Expense mix: 81.7% mission · 18.3% management · 0.0% fundraisingTotal expenses: 96.60% of revenue

2017Expense mix: 81.1% mission · 18.9% management · 0.0% fundraisingTotal expenses: 97.85% of revenue

Money in and money out

Revenue$69,153,222

Expenses$69,514,782

Annual shortfall $361,560 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$58,670,114 · 84.4% of expenses

Management and office costs$10,844,668 · 15.6% of expenses

See all reported dollar amounts

Revenue$69,153,222

Expenses$69,514,782

Assets$20,549,356

Income$69,153,222

Contributions$62,342,330

Mission work (program services)$58,670,114

Management and general$10,844,668

Executive compensation (total)$575,938

Accounting fees$111,883

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MICHAEL WEINERPRINCIPAL INVESTIGATOR · 40 hrs/week $436,424Base $418,437 · Other $17,987

REBECCA ROSALESCEO/EXECUTIVE DIRECTOR · 40 hrs/week $365,741Base $330,273 · Other $35,468

JOANNA ZHAOCFO, SECRETARY, AND TREASURER · 40 hrs/week $308,508Base $245,218 · Other $63,290

DIANA SACREYDIRECTOR, VAARC RESEARCH OPERATIONS · 40 hrs/week $271,300Base $210,449 · Other $60,851

DEREK FLENNIKENCIND IT DIRECTOR · 40 hrs/week $265,230Base $208,190 · Other $57,040

ZIN KAY CHANDIRECTOR, INFORMATION SYSTEMS · 40 hrs/week $217,401Base $188,592 · Other $28,809

LYDIA BLEDNYHHUMAN RESOURCES DIRECTOR · 40 hrs/week $209,779Base $178,851 · Other $30,928

CYNTHIA HUYNHADMINISTRATIVE NURSE II · 40 hrs/week $204,081Base $184,550 · Other $19,531

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

MICHAEL WEINERPRINCIPAL INVESTIGATOR

REBECCA ROSALESCEO/EXECUTIVE DIRECTOR

JOANNA ZHAOCFO, SECRETARY, AND TREASURER

DIANA SACREYDIRECTOR, VAARC RESEARCH OPERATIONS

DEREK FLENNIKENCIND IT DIRECTOR

ZIN KAY CHANDIRECTOR, INFORMATION SYSTEMS

LYDIA BLEDNYHHUMAN RESOURCES DIRECTOR

CYNTHIA HUYNHADMINISTRATIVE NURSE II

MICHAEL SHLIPAK MD MPHCHAIR

BRUCE OVBIAGELE MD MSC MAS MBA MDIRECTOR

WARREN J GASPER MDDIRECTOR

VANESSA JACOBY MD MASDIRECTOR

THOMAS C NEYLAN MDDIRECTOR

THEODORA MAURO MDDIRECTOR

STEVEN A YUKL MDDIRECTOR

STEPHEN PEARY JD LLMDIRECTOR

SALOMEH KEYHANI MDDIRECTOR

DAVID O MORGAN PHDDIRECTOR

NEAL H COHEN MD MPH MSDIRECTOR (THRU 7/2025)

JIA F LI MBA FACHEDIRECTOR (THRU 5/2025)

HUBERT T KIM MD PHDVICE CHAIR

JENNIFER MITCHELL PHDDIRECTOR

LT COLONEL STEVE COUNTOURIOTISDIRECTOR

LOUISE C WALTER MDDIRECTOR

KRISTINE YAFFE MDDIRECTOR

KENNETH R MCQUAID MDDIRECTOR (THRU 7/2025)

KARUNESH GANGULY MD PHDDIRECTOR

KAREN SEAL MD MPHDIRECTOR

JULES WALKER MBADIRECTOR

About this charity

Recognized since: January 1990
Location: 4150 CLEMENT STREET 151NC, SAN FRANCISCO, CA 94121-1563
County: City and County of San Francisco
In care of: % JOYCE JIA
Primary officer: REBECCA A ROSALES, CEO/EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(415) 750-6954

Filing and classification

Latest tax year: 2024
Tax period began: October 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Medical Research (H00Z)