Southern California Institute for Research & Education

EIN: 330331855 501(c)(3) Medical Research

Long Beach, CA

Total Revenue
$2,941,163
Total Expenses
$2,335,904
Total Assets
$6,769,819
Net Assets
$6,382,664
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
CA
Phone
5628265747
Tax Period
2024-10-01 to 2025-09-30

Southern California Institute for Research & Education, founded in 1989, is a community nonprofit in the Medical Research sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $605K, a strong 21% operating margin.

Mission

THE PRINCIPAL PURPOSE OF THE INSTITUTE IS TO DIRECTLY ENGAGE IN THE CONTINUOUS ACTIVE CONDUCT OF BIOMEDICAL AND CLINICAL RESEARCH AND EDUCATIONAL ACTIVITIES CONSONANT WITH 38 U.S.C. SECTION 7362 AT AND IN CONJUNCTION WITH THE US DEPARTMENT OF VETERANS AFFAIRS ("VA") LONG BEACH HEALTH CARE SYSTEM ("LBHCS"), OTHER SIMILARLY QUALIFIED ORGANIZATIONS, AND OTHER VA AFFILIATES AND, IN SO DOING, PROVIDE A FLEXIBLE FUNDING MECHANISM FOR THE APPROVED RESEARCH AT LBHCS AND TO CONDUCT INVESTIGATIONS, EXPERIMENTS, AND STUDIES TO DISCOVER, DEVELOP, OR VERIFY KNOWLEDGE RELATING TO THE CAUSES, DIAGNOSIS, TREATMENT, PREVENTION, OR CONTROL OF PHYSICAL AND MENTAL DISEASES AND IMPAIRMENT OF MANKIND. THIS PURPOSE SHALL BE CONDUCTED EXCLUSIVELY TO SERVE NONPROFIT INTERESTS AND NOT AS AN INCIDENT TO COMMERCIAL OR INDUSTRIAL OPERATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,732,569
Investment Income $208,594
Other Revenue $0
TOTAL REVENUE $2,941,163

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,907,981
Fundraising Expenses $0
Program Expenses $1,803,502
Other Expenses $427,923
TOTAL EXPENSES $2,335,904

Year-over-Year Comparison

2024 2023 Change
Revenue $2,941,163 $2,386,514 +0.2%
Expenses $2,335,904 $2,684,215 -0.1%
Net Income $605,259 $-297,701 -3.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
12
Independent Members
3
Employees
30
Volunteers
12

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$206,086
Total Directors
13
$3,184,827
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Brenda Threatt Secretary 1.0
Officer Director
$0 $0 $0
Nancy Lewis Treasurer 0.5
Officer Director
$0 $0 $0
Bindu Swaroop Director 1.0
Director
$0 $2,560 $398,070
Brent Dethlefs Director 0.3
Director
$0 $0 $0
Christina White Director (through Apr 2025) 1.0
Director
$0 $0 $189,422
Kirk Mcnagny Director 0.5
Director
$0 $0 $370,664
Michael Jevin Kim Director 1.0
Director
$0 $0 $395,862
Michelle Harkey Director 1.0
Director
$0 $0 $147,715
Pankaj Gupta Director 1.0
Director
$0 $0 $392,493
Randolf Labastida Director 1.0
Director
$0 $500 $187,470
Timothy Morgan Chair 4.0
Director
$0 $0 $419,756
Tony Eissa MD Director 4.0
Director
$0 $0 $384,337
Walt Dannenberg Director 1.0
Director
$0 $48,628 $299,038
Bhushan Desai CEO 40.0
Officer
$61,873 $14,096 $75,969
Vanessa Ornelas Controller 40.0
Officer
$103,612 $26,505 $130,117
Rachel Gonzalez Former Executive Director 40.0
$131,208 $0 $131,208
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,941,163 $2,335,904 $6,769,819 $605,259
2024 $2,386,514 $2,684,215 $6,218,340 $-297,701
2023 $2,175,159 $2,326,766 $6,452,194 $-151,607
2022 $2,655,315 $3,141,843 $6,544,915 $-486,528
2021 $3,555,949 $3,459,930 $7,387,710 $96,019
2020 $3,397,472 $3,566,966 $7,789,347 $-169,494
2019 $3,299,375 $3,537,106 $7,296,921 $-237,731
2018 $4,294,027 $4,344,563 $7,295,495 $-50,536
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