2026-04-29T11:58:45-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-10-01 943084159 NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC NORT 4157506954 4150 CLEMENT STREET 151NC SAN FRANCISCO CA 941211563 REBECCA A ROSALES CEO/EXECUTIVE DIRECTOR 4157506954 2026-04-28 1 0 MICHAEL LUMSDEN P01262236 4159561500 2026-04-28 2024 2025-03-06 01:10:19Z REBECCA A ROSALES 4150 CLEMENT STREET 151NC SAN FRANCISCO CA 941211563 69153222 0 X WWW.NCIRE.ORG X 1988 CA 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. 18 5 270 6 0 0 55571066 62342330 6577211 6585113 171042 225779 0 0 62319319 69153222 0 0 0 0 28814707 29628389 0 0 0 32817030 39886393 61631737 69514782 687582 -361560 21337777 20549356 10810967 10384106 10526810 10165250 X 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. 0 0 58670114 0 6585113 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. 58670114 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 58 0 1 270 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JOANNA ZHAO 4157506954 4150 CLEMENT STREET 151NC SAN FRANCISCO CA 941211563 X BRUCE OVBIAGELE MD MSC MAS MBA M DIRECTOR 1.00 40.00 X 0 484108 0 HUBERT T KIM MD PHD VICE CHAIR 8.00 40.00 X X 0 393181 0 THEODORA MAURO MD DIRECTOR 1.00 40.00 X 0 375000 0 THOMAS C NEYLAN MD DIRECTOR 1.00 40.00 X 0 320838 0 STEVEN A YUKL MD DIRECTOR 1.00 40.00 X 0 304165 0 KARUNESH GANGULY MD PHD DIRECTOR 1.00 40.00 X 0 303364 0 MICHAEL SHLIPAK MD MPH CHAIR 8.00 40.00 X X 0 263125 0 KRISTINE YAFFE MD DIRECTOR 1.00 40.00 X 0 167979 0 JENNIFER MITCHELL PHD DIRECTOR 1.00 40.00 X 0 166973 0 LOUISE C WALTER MD DIRECTOR 1.00 40.00 X 0 157774 0 NEAL H COHEN MD MPH MS DIRECTOR (THRU 7/2025) 1.00 0.00 X 0 0 0 LT COLONEL STEVE COUNTOURIOTIS DIRECTOR 1.00 0.00 X 0 0 0 WARREN J GASPER MD DIRECTOR 1.00 40.00 X 0 0 0 VANESSA JACOBY MD MAS DIRECTOR 1.00 0.00 X 0 0 0 SALOMEH KEYHANI MD DIRECTOR 1.00 40.00 X 0 0 0 JIA F LI MBA FACHE DIRECTOR (THRU 5/2025) 1.00 40.00 X 0 0 0 KENNETH R MCQUAID MD DIRECTOR (THRU 7/2025) 1.00 40.00 X 0 0 0 DAVID O MORGAN PHD DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN PEARY JD LLM DIRECTOR 1.00 0.00 X 0 0 0 KAREN SEAL MD MPH DIRECTOR 1.00 40.00 X 0 0 0 JULES WALKER MBA DIRECTOR 1.00 0.00 X 0 0 0 REBECCA ROSALES CEO/EXECUTIVE DIRECTOR 40.00 0.00 X 330273 0 35468 JOANNA ZHAO CFO, SECRETARY, AND TREASURER 40.00 0.00 X 245218 0 63290 DIANA SACREY DIRECTOR, VAARC RESEARCH OPERATIONS 40.00 0.00 X 210449 0 60851 MICHAEL WEINER PRINCIPAL INVESTIGATOR 40.00 0.00 X 418437 0 17987 DEREK FLENNIKEN CIND IT DIRECTOR 40.00 0.00 X 208190 0 57040 ZIN KAY CHAN DIRECTOR, INFORMATION SYSTEMS 40.00 0.00 X 188592 0 28809 LYDIA BLEDNYH HUMAN RESOURCES DIRECTOR 40.00 0.00 X 178851 0 30928 CYNTHIA HUYNH ADMINISTRATIVE NURSE II 40.00 0.00 X 184550 0 19531 1964560 2936507 313904 54 0 1 0 ALANIZ MARKETING INC 7250 REDWOOD BLVD 355 NOVATO CA 94945 SUBJECT RECRUITMENT MARKETING 695025 IPSOS PUBLIC AFFAIRS LLC PO BOX 360609 PITTSBURGH PA 152516609 SURVEY SERVICES 172496 THE ULTIMATE SOFTWARE GROUP INC PO BOX 930953 ATLANTA GA 311930953 PAYROLL AND HR SERVICES PROVIDER 135034 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 911891812 AUDIT & TAX SERVICES 107310 4 61464767 877563 62342330 PERSONNEL REIMBURSEMENTS - SFVA 541700 5108040 5108040 CLINICAL RESEARCH REVENUE 541700 1472303 1472303 SERVICE REVENUE 541700 3128 3128 OTHER PROGRAM REVENUE 541700 1642 1642 6585113 225779 225779 69153222 6585113 0 225779 964045 277599 686446 23545438 16765526 6779912 1301919 942425 359494 2550897 1794718 756179 1266090 882989 383101 76567 1668 74899 111883 111883 1449952 1252091 197861 613282 112161 501121 119180 61111 58069 11457 11457 487184 267364 219820 114099 70895 43204 268689 133465 135224 148247 148247 SUBCONTRACTS 34000840 34000840 LAB SUPPLIES/EQUIPMENT 1448795 1261097 187698 SUBJECT COSTS 694134 693999 135 DUES 129187 35649 93538 212897 116517 96380 69514782 58670114 10844668 0 159348 1193401 6686207 6450119 10806652 9932859 901154 816999 213497 305685 3473982 2664294 955272 809688 1615647 1040605 21337777 20549356 8683058 8991847 2120574 1386328 7335 5931 10810967 10384106 X 9188953 8805638 1337857 1359612 10526810 10165250 21337777 20549356 -361560 0 X 0 1 X 1 1 1 X SAN FRANCISCO VETERANS AFFAIRS HEALTH CARE SYSTEM SAN FRANCISCO CA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3473982 2664294 809688 809688 DEPOSITS 101966 DUE FROM SAN FRANCISCO VETERANS AFFAIRS HEALTH CARE SYSTEM 938639 1040605 DUE TO SAN FRANCISCO VETERANS AFFAIRS HEALTH CARE SYSTEM 5931 5931 X 69153222 0 69153222 0 69153222 69514782 0 69514782 0 69514782 PART X, LINE 2: NCIRE IS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND STATE INCOME TAX UNDER CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO NCIRE'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. NCIRE QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 170(B)(1)(A)(III) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). AS OF SEPTEMBER 30, 2025 AND 2024, NCIRE HAD NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. X X X X 0 0 0 0 0 0 0 0 0 BRUCE OVBIAGELE MD MSC MAS MBA M DIRECTOR 0 484108 0 0 0 0 0 0 0 0 0 484108 0 0 MICHAEL WEINER PRINCIPAL INVESTIGATOR 418437 0 0 0 0 0 17250 0 737 0 436424 0 0 0 HUBERT T KIM MD PHD VICE CHAIR 0 393181 0 0 0 0 0 0 0 0 0 393181 0 0 THEODORA MAURO MD DIRECTOR 0 375000 0 0 0 0 0 0 0 0 0 375000 0 0 REBECCA ROSALES CEO/EXECUTIVE DIRECTOR 330273 0 0 0 0 0 32734 0 2734 0 365741 0 0 0 THOMAS C NEYLAN MD DIRECTOR 0 320838 0 0 0 0 0 0 0 0 0 320838 0 0 JOANNA ZHAO CFO, SECRETARY, AND TREASURER 245218 0 0 0 0 0 24436 0 38854 0 308508 0 0 0 STEVEN A YUKL MD DIRECTOR 0 304165 0 0 0 0 0 0 0 0 0 304165 0 0 KARUNESH GANGULY MD PHD DIRECTOR 0 303364 0 0 0 0 0 0 0 0 0 303364 0 0 DIANA SACREY DIRECTOR, VAARC RESEARCH OPERATIONS 210449 0 0 0 0 0 22008 0 38843 0 271300 0 0 0 DEREK FLENNIKEN CIND IT DIRECTOR 208190 0 0 0 0 0 21729 0 35311 0 265230 0 0 0 MICHAEL SHLIPAK MD MPH CHAIR 0 263125 0 0 0 0 0 0 0 0 0 263125 0 0 ZIN KAY CHAN DIRECTOR, INFORMATION SYSTEMS 188592 0 0 0 0 0 18783 0 10026 0 217401 0 0 0 LYDIA BLEDNYH HUMAN RESOURCES DIRECTOR 178851 0 0 0 0 0 17808 0 13120 0 209779 0 0 0 CYNTHIA HUYNH ADMINISTRATIVE NURSE II 184550 0 0 0 0 0 18750 0 781 0 204081 0 0 0 KRISTINE YAFFE MD DIRECTOR 0 167979 0 0 0 0 0 0 0 0 0 167979 0 0 JENNIFER MITCHELL PHD DIRECTOR 0 166973 0 0 0 0 0 0 0 0 0 166973 0 0 LOUISE C WALTER MD DIRECTOR 0 157774 0 0 0 0 0 0 0 0 0 157774 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS ALSO DEFINE A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE (INCLUDING ELECTING MEMBERS OF THE GOVERNING BODY) OR RECEIVE A SHARE OF THE ORGANIZATION'S NET ASSETS UPON DISSOLUTION. ACCORDINGLY, NCIRE HAS ONE SOLE MEMBER: THE SAN FRANCISCO VETERANS AFFAIRS HEALTH CARE SYSTEM. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTOR OF THE SAN FRANCISCO VETERANS AFFAIRS HEALTH CARE SYSTEM HOLDS THE AUTHORITY TO APPOINT MEMBERS OF THE BOARD (FOLLOWING NOMINATION BY THE BOARD NOMINATING COMMITTEE), REMOVE A NON-STATUTORY BOARD MEMBER, APPOINT SUCCESSOR BOARD MEMBERS IN THE EVENT OF A VACANCY, AND APPOINT THE CHAIR OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B NO AMENDMENT TO THE BYLAWS SHALL BE EFFECTIVE UNTIL APPROVED BY THE DIRECTOR OF THE SAN FRANCISCO VETERANS AFFAIRS HEALTH CARE SYSTEM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING WITH THE ASSISTANCE OF THE ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. THE FINAL DRAFT OF THE 990 IS REVIEWED BY THE CFO, SECRETARY & TREASURER AND THE CEO/EXECUTIVE DIRECTOR. A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL NCIRE DIRECTORS, OFFICERS, AND ANY EMPLOYEES WITH DECISION MAKING AUTHORITY ("KEY EMPLOYEES") SUBMIT A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE AND AFFIRMATION OF COMPLIANCE ANNUALLY TO THE CEO/EXECUTIVE DIRECTOR. ANY QUESTIONNAIRE WITH A DISCLOSURE WILL BE PROVIDED TO THE BOARD TO REVIEW. THE BOARD THEN DECIDES WHETHER ANY DISCLOSURES REPRESENT ACTUAL, PERCEIVED, OR POTENTIAL CONFLICTS OF INTEREST. WHENEVER THERE IS REASON TO BELIEVE THAT A POTENTIAL CONFLICT EXISTS BETWEEN THE INTERESTS OF NCIRE AND ANY BOARD MEMBER, OFFICER, OR EMPLOYEE, THE INTERESTED PARTY WILL HAVE AN OPPORTUNITY TO PROVIDE FACTUAL INFORMATION ABOUT THE PROPOSED CONFLICT AND/OR MATTER THAT PROVOKED THE POTENTIAL CONFLICT. THE INTERESTED PARTY DOES NOT PARTICIPATE IN ANY WAY, OR IS PRESENT DURING, THE DELIBERATIONS AND DECISION-MAKING VOTE OF NCIRE WITH RESPECT TO SUCH MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR IS AS FOLLOWS: TWO CUSTOM SURVEYS WERE USED AND MARKET DATA WAS GATHERED AND ANALYZED BY THE HUMAN RESOURCE DEPARTMENT. RESULTS WERE REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD AND WERE USED TO FORMALLY REVIEW AND CONFIRM THAT COMPENSATION IS APPROPRIATE. THE PROCESS WAS LAST DONE IN 2024 AND WAS CONTEMPORANEOUSLY DOCUMENTED. THE CFO AND ADMINISTRATIVE LEADERSHIP TEAM'S COMPENSATION ARE DETERMINED BASED ON SALARY AND MARKET DATA PROVIDED BY THE HR DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE COMPANY WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A: FORM 990, PART VII, SECTION A ONLY REPORTS REPORTABLE COMPENSATION PAID BY A RELATED ORGANIZATION TO THE ORGANIZATION'S DIRECTORS, AS THE AMOUNT OF DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS WAS NOT AVAILABLE AT THE TIME OF FILING. ADDITIONALLY, CERTAIN DIRECTORS REPORTED ON FORM 990, PART VII MAY RECEIVE COMPENSATION FROM A RELATED ORGANIZATION WHICH IS NOT REFLECTED ON THIS SCHEDULE AS IT WAS NOT AVAILABLE AT THE TIME OF FILING THIS FORM 990. SAN FRANCISCO VETERANS AFFAIRS HEALTH CARE SYSTEM 4150 CLEMENT STREET SAN FRANCISCO CA 94121 941160824 HEALTH CARE BENEFITS AND SERVICES CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0