Southern California Institute for … - Form 990 Financial Data

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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

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

SCIRE IS A NON-PROFIT CA PUBLIC BENEFIT CORPORATION, INCORPORATED IN 1989, AND WAS FOUNDED FOR THE PURPOSE OF FACILITATING MEDICAL RESEARCH AND EDUCATION BY PROVIDING SPONSORS AND INVESTIGATORS A COMPREHENSIVE RESEARCH RESOURCE MANAGEMENT FOR THE BENEFIT OF HUMANITY AND VETERANS IN PARTICULAR. SCIRE HAS THE RESPONSIBILITY OF ADMINISTERING FUNDING FROM SPONSORS IN ACCORDANCE WITH THE CONDITIONS AND TERMS OF THE CONTRIBUTION, AGREEMENT, CONTRACT OR GRANT AND THE DEDICATION TO PROVIDE INVESTIGATORS A SUPPORTIVE AND PRODUCTIVE RESEARCH ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $1,802,938 Revenue: $2,732,569

SUPPORTED, COMPLETELY OR IN PART, ONGOING RESEARCH PROJECTS AND PROGRAMS IN CANCER, DIABETES, ARTHLERSCLEROSIS, PROSTHETICS AND SPINAL CORD INJURY. THE BIOMEDICAL AND CLINICAL RESEARCH ENDEAVORS...

SUPPORTED, COMPLETELY OR IN PART, ONGOING RESEARCH PROJECTS AND PROGRAMS IN CANCER, DIABETES, ARTHLERSCLEROSIS, PROSTHETICS AND SPINAL CORD INJURY. THE BIOMEDICAL AND CLINICAL RESEARCH ENDEAVORS BENEFIT THE VETERAN POPULATION AND SOCIETY AT LARGE.

Program 2

Expenses: $564 Revenue: $0

SUPPORTED EDUCATION AND TRAINING RELATED ACTIVITIES FOR THE BENEFIT OF VETERANS, THEIR FAMILIES, VALBHCS STAFF AND THE COMMUNITY AT LARGE.

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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%)

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$206,086

Total Directors

$3,184,827

Key Employees

Highest Compensated

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

Southern California Institute for Research & Education