Nonprofit · EIN 99-0312283
PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE
Tax-exempt · HONOLULU, HI 96819
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,100,627 | $1,300,065 | -$199,438 | $408,780 | $99,646 | $309,134 |
| December 31, 2024 | 990 | $1,508,756 | $1,536,072 | -$27,316 | $630,636 | $122,064 | $508,572 |
| December 31, 2023 | 990 | $865,497 | $1,025,593 | -$160,096 | $728,354 | $192,466 | $535,888 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,089,801
- of which government grants
- $938,271
- Program service revenue
- $0
- Investment income
- $10,826
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $124,117
- Other salaries and wages
- $725,818
- Salaries, compensation and benefits (total)
- $1,171,985
- Professional fundraising fees
- $0
- Accounting fees
- $29,175
- Travel
- $1,348
- Program services (functional)
- $874,087
- Management and general (functional)
- $425,978
Balance sheet and other
- Total assets, start of year
- $630,636
- Total assets, end of year
- $408,780
- Total liabilities, end of year
- $99,646
- Net assets, end of year
- $309,134
- Net assets without donor restrictions
- $246,335
- Net assets with donor restrictions
- $62,799
- Gross receipts
- $1,100,627
- Employees
- 12
- Volunteers
- 8
- Year formed
- 1994
- State of legal domicile
- HI
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT HOFER | PRINCIPAL INVESTIGATOR Highest-paid employee | 30 | $167,096 | $14,707 |
| VICKI SHAMBAUGH | DIRECTOR OF RESEARCH & DEVELOPMENT Highest-paid employee | 30 | $145,094 | $29,286 |
| HELEN PETROVITCH | PRINCIPAL INVESTIGATOR Highest-paid employee | 20 | $110,401 | $19,051 |
| ALLYSON ENDO | ACTING EXECUTIVE DIRECTOR Officer | 30 | $84,852 | $21,163 |
| G WEBSTER ROSS | SECRETARY Trustee or director, Officer | 3 | $17,575 | $527 |
| ADAM ROBINSON JR | CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| CURTIS LOWERY | VICE-CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| DOUGLAS WILSON | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 |
| MARIANA GERSCHENSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| WILLIAM HANING III | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| BERTRAM PROVIDENCE | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| ARUN RAMAN | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| MARY ANN ANTONELLI | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT HOFER | PRINCIPAL INVESTIGATOR Highest-paid employee | 40 | $176,959 | $13,705 |
| VICKI SHAMBAUGH | DIRECTOR OF RESEARCH & DEVELOPMENT Key employee | 32 | $152,378 | $26,450 |
| HELEN PETROVITCH | PRINCIPAL INVESTIGATOR Highest-paid employee | 22 | $109,522 | $15,750 |
| ALLYSON ENDO | ACTING EXECUTIVE DIRECTOR Officer | 32 | $79,304 | $20,192 |
| G WEBSTER ROSS | SECRETARY Trustee or director, Officer | 4.1 | $20,467 | $614 |
| ADAM ROBINSON JR | CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| CURTIS LOWERY | VICE-CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| DOUGLAS WILSON | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 |
| WILLIAM DUBBS | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| MARIANA GERSCHENSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| WILLIAM HANING III | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| BERTRAM PROVIDENCE | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| ARUN RAMAN | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| MARY ANN ANTONELLI | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VICKI SHAMBAUGH | EXECUTIVE DIRECTOR Officer | 20 | $99,792 | $23,671 |
| ALLYSON ENDO | INTERIM EXECUTIVE DIRECTOR Officer | 32 | $79,298 | $19,547 |
| G WEBSTER ROSS | SECRETARY Trustee or director, Officer | 4.1 | $11,005 | $330 |
| ADAM ROBINSON JR | CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| CURTIS LOWERY | VICE-CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| DOUGLAS WILSON | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 |
| WILLIAM DUBBS | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| MARIANA GERSCHENSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| WILLIAM HANING III | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| BERTRAM PROVIDENCE | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| ARUN RAMAN | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| MARY ANN ANTONELLI | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| STEVEN MACBRIDE | FORMER DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| JAMES ZEIGLER | FORMER DIRECTOR Trustee or director | 0.1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3375 KOAPAKA ST STE B220, HONOLULU, HI 96819-1885
- Principal officer (990 for 2025)
- ALLYSON ENDO, 3375 KOAPAKA STREET B220, HONOLULU, HI 96819
- Signed the 990
- ALLYSON ENDO, INTERIM EXECUTIVE DIRECTOR
- Phone
- (808) 524-4411
- Website
- WWW.PHREI.ORG
- Return prepared by
- CW ASSOCIATES CPAS
Mission
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.
Program accomplishments
- PHREI CONDUCTED MEDICAL RESEARCH PROJECTS.Expenses $874,087
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 99-0312283
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $408,780
- Income (IRS master file)
- $1,100,627
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,100,627 | $1,300,065 | $408,780 | IRS |
| 990 | December 2024 | $1,508,756 | $1,536,072 | $630,636 | IRS |
| 990 | December 2023 | $865,497 | $1,025,593 | $728,354 | XML |
| 990 | December 2022 | $540,132 | $816,980 | $770,547 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 99-0312283).
Questions about PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE
- What is the EIN of PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE?
- The employer identification number (EIN) of PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE is 99-0312283.
- Is PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE 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 PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE?
- The 990 for the year ended December 31, 2025 names ALLYSON ENDO.
- Who are the officers and directors of PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE?
- The 990 for the year ended December 31, 2025 lists 13 people; 5 received compensation from the organization, the highest $167,096 (SCOTT HOFER, PRINCIPAL INVESTIGATOR).
- How much revenue does PACIFIC HEALTH RESEARCH AND EDUCATION INSTITUTE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,100,627, expenses of $1,300,065 and total assets of $408,780 at year end.
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