2024-05-03T15:21:15-05:00 2023-12-31 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2023-01-01 990312283 PACIFIC HEALTH RESEARCH & EDUCATION INSTITUTE PACI 8085244411 3375 KOAPAKA STREET B220 HONOLULU HI 96819 GEORGE WEBSTER ROSS BOD SECRETARY 8085244411 2024-05-03 1 GEORGE WEBSTER ROSS 999009999 0 RODNEY M HARANO P00389596 8085311040 2024-05-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X VICKI SHAMBAUGH 3375 KOAPAKA STREET B220 HONOLULU HI 96819 865497 0 X WWW.PHREI.ORG X 1994 HI PHREI CONDUCTS HEALTH RESEARCH AND EDUCATION THAT IMPROVES THE HEALTH AND WELL-BEING OF VETERANS AND ALL PEOPLE IN HAWAII, CENTRAL CALIFORNIA, THE PACIFIC REGION, AND THROUGHOUT THE U.S. DRIVEN BY THE VALUES OF EXCELLENCE AND INNOVATION, PHREI SCIENTISTS FOCUS ON A RANGE OF HEALTH ISSUES, INCLUDING PTSD, NEURODEGENERATIVE DISEASES, CANCER, DIABETES, AGING, OBESITY, CARDIOVASCULAR DISEASE, WOMEN'S HEALTH, TELEHEALTH, AND HEALTHCARE DELIVERY. HAWAII'S DIVERSE ETHNIC POPULATION, ISLAND SETTING, AND COLLABORATIVE SPIRIT PROVIDE A RICH ENVIRONMENT FOR EPIDEMIOLOGICAL RESEARCH THAT ADDRESSES HEALTH CONCERNS ON A LOCAL, NATIONAL, AND INTERNATIONAL SCALE. 10 9 14 11 0 0 531119 842428 0 0 9013 23069 0 0 540132 865497 0 121117 0 0 719907 753912 0 0 0 97073 150564 816980 1025593 -276848 -160096 770547 728354 74563 192466 695984 535888 X SEE SCHEDULE OPHREI CONDUCTS HEALTH RESEARCH AND EDUCATION THAT IMPROVES THE HEALTH AND WELL-BEING OF VETERANS AND ALL PEOPLE IN HAWAII, CENTRAL CALIFORNIA, THE PACIFIC REGION, AND THROUGHOUT THE U.S. DRIVEN BY THE VALUES OF EXCELLENCE AND INNOVATION, PHREI SCIENTISTS FOCUS ON A RANGE OF HEALTH ISSUES, INCLUDING PTSD, NEURODEGENERATIVE DISEASES, CANCER, DIABETES, AGING, OBESITY, CARDIOVASCULAR DISEASE, WOMEN'S HEALTH, TELEHEALTH, AND HEALTHCARE DELIVERY. HAWAII'S DIVERSE ETHNIC POPULATION, ISLAND SETTING, AND COLLABORATIVE SPIRIT PROVIDE A RICH ENVIRONMENT FOR EPIDEMIOLOGICAL RESEARCH THAT ADDRESSES HEALTH CONCERNS ON A LOCAL, NATIONAL, AND INTERNATIONAL SCALE. 0 0 497131 121117 PHREI CONDUCTED MEDICAL RESEARCH PROJECTS. 497131 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 1 1 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X ALLYSON ENDO 8085244411 3375 KOAPAKA STREET STE I-540 HONOLULU HI 96819 G WEBSTER ROSS SECRETARY 4.10 X X 11005 0 330 ADAM ROBINSON JR CHAIR 0.10 X X 0 0 0 CURTIS LOWERY VICE-CHAIR 0.10 X X 0 0 0 DOUGLAS WILSON TREASURER 0.10 X X 0 0 0 WILLIAM DUBBS DIRECTOR 0.10 X 0 0 0 MARIANA GERSCHENSON DIRECTOR 0.10 X 0 0 0 WILLIAM HANING III DIRECTOR 0.10 X 0 0 0 BERTRAM PROVIDENCE DIRECTOR 0.10 X 0 0 0 ARUN RAMAN DIRECTOR 0.10 X 0 0 0 MARY ANN ANTONELLI DIRECTOR 0.10 X 0 0 0 STEVEN MACBRIDE FORMER DIRECTOR 0.10 X 0 0 0 JAMES ZEIGLER FORMER DIRECTOR 0.10 X 0 0 0 VICKI SHAMBAUGH EXECUTIVE DIRECTOR 20.00 X 99792 0 23671 ALLYSON ENDO INTERIM EXECUTIVE DIRECTOR 32.00 X 79298 0 19547 190095 0 43548 0 0 0 0 0 703544 138884 842428 23069 23069 865497 0 0 23069 102676 102676 18441 18441 233643 30932 202711 302590 186974 115616 38870 13384 25486 52769 7035 45734 126040 51013 75027 62665 62665 1920 1920 20105 20105 23477 1310 22167 7357 7312 45 1566 1022 544 405 405 3036 3036 7156 7156 PARTICIPANT COSTS 12447 12447 REPAIRS & MAINTENANCE 8930 8930 DUES & SUBSCRIPTIONS 1500 1500 1025593 497131 528462 0 70743 128806 660530 373450 33464 226078 2774 20 54611 54611 3036 0 770547 728354 60978 181424 9409 10932 4176 110 74563 192466 X 636200 474104 59784 61784 695984 535888 770547 728354 -160096 0 X 0 1 X 1 1 1 X SPARK MATSUNAGA VA PACIFIC ISLANDS HEALTH CARE SYSTEM HONOLULU HI RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54611 54611 0 0 CAPITAL LEASE OBLIGATION 110 110 X 1214098 350601 350601 863497 2000 2000 865497 1376194 350601 350601 1025593 0 1025593 PART X, LINE 2: U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE TAX POSITIONS OF THE INSTITUTE AS OF DECEMBER 31, 2023 AND 2022 AND FOR THE YEARS THEN ENDED, AND DETERMINED THAT IT HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. THE INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN NET ASSETS WITH DONOR RESTRICTIONS 2,000. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANT TO RECIPIENT LOCATED IN REGION 7223 NORTH AMERICA 0 0 GRANT TO RECIPIENT LOCATED IN REGION 11218 0 0 0 0 0 0 18441 0 18441 EUROPE PRINCIPAL INVESTIGATOR WORK ON GRANT 7223 WIRE 0 NORTH AMERICA PRINCIPAL INVESTIGATOR WORK ON GRANT 11218 CHECK 0 2 0 0 0 0 0 0 0 PART I, LINE 2: SUBRECIPIENT GRANTS ARE MONITORED ON A CONSISTENT BASIS UTILIZING THE SUBRECIPIENT MONITORING GUIDELINES SET FORTH IN 2 CFR PART 200 OF THE UNIFORM GUIDANCE. 1 STONY BROOK UNIVERSITY 3-096 HEALTH SCIENCES CENTER STONY BROOK NY 117948338 141368361 23589 0 ASSIST IN PROVIDING PROGRAM SERVICES OHIO UNIVERSITY 1 OHIO UNIVERSITY PARKS HALL ATHENS OH 457012979 316402113 79087 0 ASSIST IN PROVIDING PROGRAM SERVICES 2 0 PART I, LINE 2: SUBRECIPIENT GRANTS ARE MONITORED ON A CONSISTENT BASIS UTILIZING THE SUBRECIPIENT MONITORING GUIDELINES SET FORTH IN 2 CFR PART 200 OF THE UNIFORM GUIDANCE. FORM 990, PART VI, SECTION A, LINE 2 PHREI'S BOARD MEMBERS INCLUDE STATUTORY MEMBERS FROM VAPIHCS (VA PACIFIC ISLANDS HEALTH CARE SYSTEM) AND VACCHCS (VA CENTRAL CALIFORNIA HEALTH CARE SYSTEM). PHREI IS AN AFFILIATE OF THESE ORGANIZATIONS AND DOES BUSINESS WITH VAPIHCS AND VACCHCS. FORM 990, PART VI, SECTION A, LINE 3 PHREI OUTSOURCES THE HUMAN RESOURCES FUNCTION TO ALTRES, INC. FORM 990, PART VI, SECTION A, LINE 6 THE PHREI DIRECTORS HAVE RIGHTS TO ELECT MEMBERS OF THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT & FINANCE COMMITTEE REVIEWS THE DRAFT, WHICH WAS PREPARED BY THE DIRECTOR OF FINANCE, EXECUTIVE DIRECTOR, AND AUDITOR, AND RECOMMENDS ACCEPTANCE TO THE BOD. THE BOD SECRETARY SIGNS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THE DIRECTORS, OFFICERS, AND EXECUTIVE STAFF TO SIGN AN ANNUAL STATEMENT INDICATING THEY RECEIVED, READ, AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND THAT THEY HAVE DISCLOSED ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR REVIEWS AND FORWARDS TO THE ENTIRE BOARD OF DIRECTORS FOR DETERMINATION OF A CONFLICT OF INTEREST. WHEN AN ACTUAL OR POSSIBLE CONFLICT IS IDENTIFIED, THE DIRECTOR, OFFICER OR EXECUTIVE STAFF RECUSES THEMSELVES FROM THE DISCUSSION AND DECISION MAKING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS INDEPENDENT SALARY SURVEYS, COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED INDIVIDUALS AND CONTEMPORANEOUSLY DOCUMENTS THEIR DECISION MAKING IN ESTABLISHING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR POSITION. THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND SET BY THE BOARD OF DIRECTORS UPON RECOMMENDATION FROM THE COMPENSATION COMMITTEE. THE COMPENSATION PROCESS FOR ALL STAFF EXCEPT THE EXECUTIVE DIRECTOR AND INVESTIGATORS IS DETERMINED BY FOLLOWING THE "GUIDELINES AND PROCEDURES FOR ANNUAL COMPENSATION REVIEW". THIS PROCESS WAS LAST UNDERTAKEN IN 2020. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE AT THE FEDERAL AUDIT CLEARINGHOUSE.