Nonprofit · EIN 94-3084159
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC
Tax-exempt · SAN FRANCISCO, CA 94121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $69,153,222 | $69,514,782 | -$361,560 | $20,549,356 | $10,384,106 | $10,165,250 |
| September 30, 2024 | 990 | $62,319,319 | $61,631,737 | $687,582 | $21,337,777 | $10,810,967 | $10,526,810 |
| September 30, 2023 | 990 | $52,613,082 | $51,668,686 | $944,396 | $19,731,206 | $9,891,978 | $9,839,228 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $62,342,330
- of which government grants
- $61,464,767
- Program service revenue
- $6,585,113
- Investment income
- $225,779
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $964,045
- Other salaries and wages
- $23,545,438
- Salaries, compensation and benefits (total)
- $29,628,389
- Professional fundraising fees
- $0
- Legal fees
- $76,567
- Accounting fees
- $111,883
- Occupancy
- $11,457
- Travel
- $487,184
- Depreciation
- $268,689
- Program services (functional)
- $58,670,114
- Management and general (functional)
- $10,844,668
Balance sheet and other
- Total assets, start of year
- $21,337,777
- Total assets, end of year
- $20,549,356
- Total liabilities, end of year
- $10,384,106
- Net assets, end of year
- $10,165,250
- Land, buildings and equipment
- $809,688
- Net assets without donor restrictions
- $8,805,638
- Net assets with donor restrictions
- $1,359,612
- Gross receipts
- $69,153,222
- Employees
- 270
- Volunteers
- 6
- Year formed
- 1988
- State of legal domicile
- CA
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRUCE OVBIAGELE MD MSC MAS MBA M | DIRECTOR Trustee or director | 1 | $0 | $484,108 | $0 |
| MICHAEL WEINER | PRINCIPAL INVESTIGATOR Highest-paid employee | 40 | $418,437 | $0 | $17,987 |
| HUBERT T KIM MD PHD | VICE CHAIR Trustee or director, Officer | 8 | $0 | $393,181 | $0 |
| THEODORA MAURO MD | DIRECTOR Trustee or director | 1 | $0 | $375,000 | $0 |
| REBECCA ROSALES | CEO/EXECUTIVE DIRECTOR Officer | 40 | $330,273 | $0 | $35,468 |
| THOMAS C NEYLAN MD | DIRECTOR Trustee or director | 1 | $0 | $320,838 | $0 |
| JOANNA ZHAO | CFO, SECRETARY, AND TREASURER Officer | 40 | $245,218 | $0 | $63,290 |
| STEVEN A YUKL MD | DIRECTOR Trustee or director | 1 | $0 | $304,165 | $0 |
| KARUNESH GANGULY MD PHD | DIRECTOR Trustee or director | 1 | $0 | $303,364 | $0 |
| DIANA SACREY | DIRECTOR, VAARC RESEARCH OPERATIONS Key employee | 40 | $210,449 | $0 | $60,851 |
| DEREK FLENNIKEN | CIND IT DIRECTOR Highest-paid employee | 40 | $208,190 | $0 | $57,040 |
| MICHAEL SHLIPAK MD MPH | CHAIR Trustee or director, Officer | 8 | $0 | $263,125 | $0 |
| ZIN KAY CHAN | DIRECTOR, INFORMATION SYSTEMS Highest-paid employee | 40 | $188,592 | $0 | $28,809 |
| LYDIA BLEDNYH | HUMAN RESOURCES DIRECTOR Highest-paid employee | 40 | $178,851 | $0 | $30,928 |
| CYNTHIA HUYNH | ADMINISTRATIVE NURSE II Highest-paid employee | 40 | $184,550 | $0 | $19,531 |
14 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| KRISTINE YAFFE MD | DIRECTOR Trustee or director | 1 | $0 | $167,979 |
| JENNIFER MITCHELL PHD | DIRECTOR Trustee or director | 1 | $0 | $166,973 |
| LOUISE C WALTER MD | DIRECTOR Trustee or director | 1 | $0 | $157,774 |
| NEAL H COHEN MD MPH MS | DIRECTOR (THRU 7/2025) Trustee or director | 1 | $0 | $0 |
| LT COLONEL STEVE COUNTOURIOTIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WARREN J GASPER MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VANESSA JACOBY MD MAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SALOMEH KEYHANI MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIA F LI MBA FACHE | DIRECTOR (THRU 5/2025) Trustee or director | 1 | $0 | $0 |
| KENNETH R MCQUAID MD | DIRECTOR (THRU 7/2025) Trustee or director | 1 | $0 | $0 |
| DAVID O MORGAN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN PEARY JD LLM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN SEAL MD MPH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULES WALKER MBA | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRUCE OVBIAGELE MD MSC MAS MBA M | DIRECTOR Trustee or director | 1 | $0 | $427,003 | $0 |
| KENNETH R MCQUAID MD | DIRECTOR Trustee or director | 1 | $0 | $391,370 | $0 |
| WARREN J GASPER MD | DIRECTOR Trustee or director | 1 | $0 | $389,119 | $0 |
| THEODORA MAURO MD | DIRECTOR Trustee or director | 1 | $0 | $377,500 | $0 |
| REBECCA ROSALES | CEO/EXECUTIVE DIRECTOR Officer | 40 | $314,208 | $0 | $35,590 |
| THOMAS C NEYLAN MD | DIRECTOR Trustee or director | 1 | $0 | $309,238 | $0 |
| JOANNA ZHAO | CFO, SECRETARY, AND TREASURER Officer | 40 | $233,005 | $0 | $57,758 |
| MICHAEL SHLIPAK MD MPH | CHAIR Trustee or director, Officer | 8 | $0 | $278,139 | $0 |
| KARUNESH GANGULY MD PHD | DIRECTOR Trustee or director | 1 | $0 | $270,832 | $0 |
| DIANA SACREY | DIRECTOR, VAARC RESEARCH OPERATIONS Key employee | 40 | $204,757 | $0 | $55,957 |
| DEREK FLENNIKEN | CIND IT DIRECTOR Highest-paid employee | 40 | $200,264 | $0 | $52,816 |
| STEVEN A YUKL MD | DIRECTOR START 1/2023 Trustee or director | 1 | $0 | $252,590 | $0 |
| MICHAEL WEINER | PRINCIPAL INVESTIGATOR Highest-paid employee | 40 | $241,809 | $0 | $9,801 |
| ZIN KAY CHAN | DIRECTOR, INFORMATION TECHNOLOGY Highest-paid employee | 40 | $181,424 | $0 | $27,576 |
| CYNTHIA HUYNH | ADMINISTRATIVE NURSE II Highest-paid employee | 40 | $188,986 | $0 | $19,830 |
| JENNIFER MITCHELL PHD | DIRECTOR Trustee or director | 1 | $0 | $168,192 | $0 |
| KRISTINE YAFFE MD | DIRECTOR Trustee or director | 1 | $0 | $155,869 | $0 |
| LOUISE C WALTER MD | DIRECTOR Trustee or director | 1 | $0 | $137,520 | $0 |
| HUBERT T KIM MD PHD | VICE CHAIR Trustee or director, Officer | 8 | $0 | $0 | $0 |
| NEAL H COHEN MD MPH MS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LT COLONEL STEVE COUNTOURIOTIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VANESSA JACOBY MD MAS | DIRECTOR START 1/2023 Trustee or director | 1 | $0 | $0 | $0 |
| JIA F LI MBA FACHE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID O MORGAN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN PEARY JD LLM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULES WALKER MBA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HUBERT T KIM MD PHD | VICE CHAIR Trustee or director, Officer | 1 | $0 | $425,133 | $0 |
| KENNETH R MCQUAID MD | DIRECTOR Trustee or director | 1 | $0 | $404,536 | $0 |
| REBECCA ROSALES | CEO/EXECUTIVE DIRECTOR Officer | 40 | $314,208 | $0 | $32,480 |
| THEODORA MAURO MD | CHAIR THROUGH 12/2022 / DIRECTOR Trustee or director, Officer | 8 | $0 | $339,643 | $0 |
| WARREN J GASPER MD | DIRECTOR Trustee or director | 1 | $0 | $335,550 | $0 |
| BRUCE OVBIAGELE MD MSC MAS MBA M | DIRECTOR Trustee or director | 1 | $0 | $318,893 | $0 |
| THOMAS C NEYLAN MD | DIRECTOR START 1/2023 Trustee or director | 1 | $0 | $283,662 | $0 |
| KARUNESH GANGULY MD PHD | DIRECTOR Trustee or director | 1 | $0 | $278,250 | $0 |
| LOUISE C WALTER MD | DIRECTOR Trustee or director | 1 | $0 | $268,820 | $0 |
| JOANNA ZHAO | CFO, SECRETARY & TREASURER Officer | 40 | $215,706 | $0 | $52,294 |
| MICHAEL SHLIPAK MD MPH | DIRECTOR / CHAIR START 1/2023 Trustee or director, Officer | 8 | $0 | $254,764 | $0 |
| DIANA SACREY | DIRECTOR, VAARC RESEARCH OPERATIONS Key employee | 40 | $195,611 | $0 | $53,504 |
| DEREK FLENNIKEN | CIND IT DIRECTOR Highest-paid employee | 40 | $175,701 | $0 | $47,726 |
| ZIN KAY CHAN | DIRECTOR, INFORMATION SYSTEMS Highest-paid employee | 40 | $183,034 | $0 | $26,132 |
| CYNTHIA HUYNH | ADMINISTRATIVE NURSE II Highest-paid employee | 40 | $175,467 | $0 | $18,109 |
| JIAN PU | ACCOUNTING MANAGER Highest-paid employee | 40 | $144,656 | $0 | $47,941 |
| JIA F LI MBA FACHE | DIRECTOR Trustee or director | 1 | $0 | $176,300 | $0 |
| MONICA CAMACHO | SRA V SUPERVISOR Highest-paid employee | 40 | $152,396 | $0 | $23,771 |
| JOHN R MCQUAID PHD | DIRECTOR THROUGH 11/2022 Trustee or director | 1 | $0 | $172,828 | $0 |
| JENNIFER MITCHELL PHD | DIRECTOR START 4/2023 Trustee or director | 1 | $0 | $164,389 | $0 |
| KRISTINE YAFFE MD | DIRECTOR Trustee or director | 1 | $0 | $159,635 | $0 |
| NEAL H COHEN MD MPH MS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HAROLD R COLLARD MD MS | DIRECTOR THROUGH 9/2023 Trustee or director | 1 | $0 | $0 | $0 |
| LT COLONEL STEVE COUNTOURIOTIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID O MORGAN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN PEARY JD LLM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULES WALKER MBA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4150 CLEMENT STREET 151NC, SAN FRANCISCO, CA 94121-1563
- In care of
- % JOYCE JIA
- Principal officer (990 for 2024)
- REBECCA A ROSALES, 4150 CLEMENT STREET 151NC, SAN FRANCISCO, CA 941211563
- Signed the 990
- REBECCA A ROSALES, CEO/EXECUTIVE DIRECTOR
- Phone
- (415) 750-6954
- Website
- WWW.NCIRE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3084159 or by the name NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- THE NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC. ("NCIRE") IS A RESEARCH INSTITUTE AFFILIATED WITH THE U.S. DEPARTMENT OF VETERANS AFFAIRS ("VA") IN SAN FRANCISCO, CALIFORNIA AND THE UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO. NCIRE WORKS WITH SPONSORS AND THE U.S. DEPARTMENT OF VETERANS AFFAIRS IN ADMINISTERING CONTRIBUTIONS FOR CONDUCTING RESEARCH TO FIND NEW AND IMPROVED WAYS TO COMBAT HUMAN DISEASE AND TO HELP PEOPLE WITH DISABILITIES. THE RESEARCH ADMINISTERED BY NCIRE IS VA-APPROVED RESEARCH, CONDUCTED AT VA FACILITIES. NCIRE WAS ESTABLISHED UNDER TITLE 38, SUBCHAPTER IV, SUBSECTIONS 7361-7366 AND IS SUBJECT TO DEPARTMENT OF VETERANS AFFAIRS HANDBOOK 1200 17. UNDER TITLE 38, SUBSECTION 7363, NCIRE'S BOARD OF DIRECTORS CURRENTLY INCLUDES MEMBERS WHO SERVE BY VIRTUE OF THEIR STATUTORY POSITIONS WITHIN THE SAN FRANCISCO VETERANS AFFAIRS HEALTH CARE SYSTEM. THEY ARE THE MEDICAL CENTER DIRECTOR, CHIEF OF STAFF, AND THE ASSOCIATE CHIEF OF STAFF FOR RESEARCH, IN ADDITION TO SEVERAL PRINCIPAL INVESTIGATORS OF THE SAN FRANCISCO VETERANS AFFAIRS HEALTH CARE SYSTEM.Expenses $58,670,114 · revenue $6,585,113
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 94-3084159
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H00Z)
- Assets (IRS master file)
- $20,549,356
- Income (IRS master file)
- $69,153,222
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $69,153,222 | $69,514,782 | $20,549,356 | IRS |
| 990 | September 2024 | $62,319,319 | $61,631,737 | $21,337,777 | IRS |
| 990 | September 2023 | $52,613,082 | $51,668,686 | $19,731,206 | XML |
| 990 | September 2022 | $54,120,030 | $53,277,650 | $22,598,477 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 94-3084159).
Questions about NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC
- What is the EIN of NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC?
- The employer identification number (EIN) of NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC is 94-3084159.
- Is NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC 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 NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC?
- The 990 for the year ended September 30, 2025 names REBECCA A ROSALES.
- Who are the officers and directors of NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC?
- The 990 for the year ended September 30, 2025 lists 29 people; 8 received compensation from the organization.
- How much revenue does NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $69,153,222, expenses of $69,514,782 and total assets of $20,549,356 at year end.
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