Nonprofit · EIN 99-0307152
UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES
Tax-exempt · HONOLULU, HI 96813
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $27,804,524 | $28,724,838 | -$920,314 | $31,210,426 | $9,636,081 | $21,574,345 |
| June 30, 2024 | 990 | $25,206,230 | $29,732,524 | -$4,526,294 | $29,563,261 | $8,785,307 | $20,777,954 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,268,490
- of which government grants
- $966,602
- Program service revenue
- $19,656,804
- Investment income
- $868,337
- Net gain from sales of assets
- $105,483
- Other revenue
- $10,893
Expenses
- Grants and similar amounts paid
- $500,000
- Compensation of officers, directors and key employees
- $489,922
- Other salaries and wages
- $13,703,458
- Salaries, compensation and benefits (total)
- $17,315,212
- Professional fundraising fees
- $0
- Legal fees
- $23,265
- Accounting fees
- $64,914
- Occupancy
- $790,092
- Depreciation
- $29,232
- Program services (functional)
- $23,415,837
- Management and general (functional)
- $5,309,001
Balance sheet and other
- Total assets, start of year
- $29,563,261
- Total assets, end of year
- $31,210,426
- Total liabilities, end of year
- $9,636,081
- Net assets, end of year
- $21,574,345
- Land, buildings and equipment
- $204,412
- Publicly traded securities
- $24,637,835
- Net assets without donor restrictions
- $21,527,467
- Net assets with donor restrictions
- $46,878
- Gross unrelated business income
- $6,220
- Gross receipts
- $74,440,887
- Employees
- 341
- Volunteers
- 23
- Year formed
- 1993
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANNY TAKANISHI | DIRECTOR Trustee or director | 10 | $45,500 | $243,000 | $0 |
| KAMAL MASAKI | DIRECTOR/EMPLOYEE Trustee or director | 4 | $11,552 | $270,626 | $0 |
| CLEMENTINA CERIA-ULEP | TREASURER Trustee or director, Officer | 1 | $0 | $275,808 | $0 |
| ALLEN HIXON | DIRECTOR Trustee or director | 2 | $0 | $270,207 | $0 |
| SAMUEL SHOMAKER | CHAIR Trustee or director, Officer | 10 | $0 | $266,245 | $0 |
| IVICA ZALUD | VICE CHAIR Trustee or director, Officer | 2 | $0 | $257,902 | $0 |
| DEREK WONG | INTERIM CEO Officer | 40 | $222,438 | $0 | $16,569 |
| ANTHONY GUERRERO | DIRECTOR/ON-CALL EMPLOYEE Trustee or director | 2 | $0 | $238,669 | $0 |
| JAMI FUKUI | PHYSICIAN Highest-paid employee | 40 | $229,504 | $0 | $6,885 |
| HENRY J ELLIS JR | CFO Officer | 40 | $198,106 | $0 | $23,450 |
| JOSEPH KEAWE KAHOLOKULA | ASST. TREASURER Trustee or director, Officer | 2 | $0 | $217,903 | $0 |
| NAOTO UENO | CANCER CENTER DIRECTOR Highest-paid employee | 40 | $209,375 | $0 | $6,281 |
| ELMER TAM | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $186,072 | $0 | $17,206 |
| TYLER WORKMAN | CTO CLINIC DIRECTOR & MANAGER Highest-paid employee | 40 | $160,382 | $0 | $13,766 |
| SUSAN STEINEMANN | PHYSICIAN Highest-paid employee | 40 | $168,809 | $0 | $5,000 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULINE MASHIMA | SECRETARY UNTIL OCT '24 Trustee or director, Officer | 1 | $94,194 |
| WILLIAM HANING | DIRECTOR Trustee or director | 1 | $0 |
| KYLE YONESHIGE | DIRECTOR Trustee or director | 1 | $0 |
| JOHN MELCHOR | DIRECTOR Trustee or director | 1 | $0 |
| MICHELE BRAY | DIRECTOR Trustee or director | 1 | $0 |
| NICHOLAS MIRKAY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LEE BUENCONSEJO-LUM | CHAIR/ON-CALL EMPLOYEE Trustee or director, Officer | 10 | $3,500 | $348,943 | $0 |
| KAMAL MASAKI | DIRECTOR/EMPLOYEE Trustee or director | 4 | $11,665 | $259,425 | $0 |
| ALLEN HIXON | DIRECTOR Trustee or director | 2 | $0 | $259,132 | $0 |
| IVICA ZALUD | VICE CHAIR Trustee or director, Officer | 2 | $0 | $255,332 | $0 |
| CLEMENTINA CERIA-ULEP | TREASURER Trustee or director, Officer | 1 | $0 | $238,811 | $0 |
| DEREK WONG | INTERIM CEO Officer | 40 | $222,498 | $0 | $15,571 |
| ANTHONY GUERRERO | DIRECTOR/ON-CALL EMPLOYEE Trustee or director | 2 | $0 | $228,975 | $0 |
| JAMI FUKUI | PHYSICIAN Highest-paid employee | 40 | $210,159 | $0 | $6,305 |
| HENRY ELLIS JR | CFO Officer | 40 | $186,194 | $0 | $23,195 |
| JOSEPH KEAWA'AIMOKU KAHOLOKUA | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 | $208,782 | $0 |
| ELMER TAM | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $179,998 | $0 | $16,869 |
| KAILENE OLIVEROS | DIRECTOR OF CLINICAL OPERA Highest-paid employee | 40 | $135,279 | $0 | $30,488 |
| TYLER WORKMAN | CTO CLINIC DIRECTOR & MANAGER Highest-paid employee | 40 | $147,712 | $0 | $13,251 |
| KURK JAMISON | HTC DIRECTOR Highest-paid employee | 40 | $122,210 | $0 | $29,970 |
| RORY KANESHIRO | CCO Officer | 20 | $66,832 | $58,201 | $2,176 |
| PAULINE MASHIMA | SECRETARY Trustee or director, Officer | 1 | $0 | $45,676 | $0 |
| ROBERT HONG | CMO Officer | 4 | $17,500 | $0 | $0 |
| MICHELE BRAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS DRISKILL JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM HANING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN MELCHOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICHOLAS MIRKAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KYLE YONESHIGE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIRK YOSHIZAWA | TREASURER UNTIL SEPT '23 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JORDON KIMURA | ASST SECRETARY UNTIL DEC '23 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GABE LEE | DIRECTOR UNTIL JUL '23 Trustee or director | 1 | $0 | $0 | $0 |
| EDWARD ZAJAC | DIRECTOR UNTIL JUL '23 Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 677 ALA MOANA BLVD STE 1001, HONOLULU, HI 96813-5408
- Principal officer (990 for 2024)
- DEREK WONG, 677 ALA MOANA BOULEVARD 1001, HONOLULU, HI 96813
- Signed the 990
- DEREK WONG, INTERIM CHIEF EXECUTIVE OFFICER
- Phone
- (808) 469-4961
- Website
- WWW.UHPHAWAII.ORG
- Return prepared by
- CW ASSOCIATES CPAS
Mission
UCERA IS A NON-PROFIT ORGANIZATION ESTABLISHED TO FURTHER THE MISSIONSAND VISIONS OF THE JOHN A. BURNS SCHOOL OF MEDICINE (JABSOM) AND OTHER HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF HAWAII (UH). IT CONTRIBUTES TO THEIR GOAL OF IMPROVING THE HEALTH CARE STATUS OF THE CITIZENS OF HAWAII AND THE PACIFIC BY SUPPORTING THE EDUCATION, RESEARCH AND CLINICAL ACTIVITIES OF THE SCHOOLS. IT SUPPORTS FINANCIAL DIVERSIFICATION OF THE SCHOOL BY DEVELOPING REVENUE GENERATING INITIATIVES IN COLLABORATION WITH HOSPITALS, GOVERNMENT AGENCIES AND OTHER ENTITIES.
Program accomplishments
- CLINICAL AND PROFESSIONAL SERVICES - 1) PROVIDE HEALTH CARE TO THE GENERAL PUBLIC, WITH SPECIAL ATTENTION TO THE POOR AND OTHER UNDERSERVED POPULATIONS OF HAWAII AND THE PACIFIC REGION. 2) SPECIALTY CLINICS: MULTI-SPECIALTY FACULTY PRACTICE AND STAFF LOCATED AT VARIOUS SITES INCLUDING: 677 ALA MOANA BLVD, HONOLULU, HI 96813; 1319 PUNAHOU STREET, SUITE 640, 801, 904, 990; PHYSICIAN'S OFFICE BUILDINGS AT QUEEN'S; PALI MOMI MEDICAL CENTER; 347 NORTH KUAKINI STREET; AT HAWAII DEPARTMENT OF EDUCATION SCHOOL LOCATIONS ACROSS THE STATE OF HAWAII. PROVIDE PHYSICIANS ON THE UNIVERSITY OF HAWAII FACULTY WITH A BASE OF OB/GYN, GERIATRIC, SURGICAL, AND PSYCHIATRIC PATIENTS FROM WHICH THEY CAN EDUCATE MEDICAL STUDENTS AND RESIDENTS. 3) QUEEN'S MEDICAL CENTERS AND HAWAII PACIFIC HEALTH/KAPIOLANI MEDICAL CENTERS - PROVIDE FACULTY MEMBERS TO TREAT PATIENTS AND TO PROVIDE SPECIALTY CLINICAL SERVICES TO MEDICAL CENTERS. 4) PROVIDE HEALTHCARE TO THE DEPARTMENT OF EDUCATION STUDENTS ACROSS THE HAWAIIAN ISLANDS THROUGH THE HAWAII KEIKI PROGRAM.Expenses $15,327,883 · revenue $19,661,477
- MEDICAL SCHOOL AND FACULTY SUPPORT - IN GENERAL, PROVIDES FUNDING TO BUILD AND SUSTAIN THE INFRASTRUCTURE OF THE JOHN A. BURNS SCHOOL OF MEDICINE AND ITS DEPARTMENTS AND THOSE OF THE OTHER HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF HAWAII. PROVIDE ADDITIONAL RESOURCES TO RECRUIT, RETAIN, AND DEVELOP QUALIFIED FACULTY AT JABSOM AND THE OTHER UH HEALTH SCIENCES SCHOOLS.Expenses $6,894,280
- EDUCATIONAL SUPPORT - 1) IN GENERAL, PROVIDE EDUCATION AND CLINICAL TRAINING FOR THE UNIVERSITY OF HAWAII HEALTH SCIENCES SCHOOLS' STUDENTS. 2) INTERNATIONAL TRAINING PROGRAM (INL) - PROVIDE INTERNATIONAL MEDICAL STUDENTS AND RESIDENTS WITH U.S. TRAINING EXPERIENCES AT THE UNIVERSITY OF HAWAII JOHN A. BURNS SCHOOL OF MEDICINE. 3) OFFICE OF MEDICAL EDUCATION (OME-ME) - PROVIDE SIMULATED PATIENTS FOR CLINICAL SKILLS TRAINING AND EXAMINATIONS FOR SCHOOL OF MEDICINE STUDENTS AND RESIDENTS. UCERA SUPPORTS THE HAWAI'I JOURNAL OF MEDICINE & PUBLIC HEALTH, WHICH IS A PEER-REVIEWED MEDICAL JOURNAL WHICH PROVIDES NEW SCIENTIFIC INFORMATION IN A SCHOLARLY FORMAT WITH A FOCUS ON THE UNIQUE, MULTICULTURE AND ENVIROMENTAL ASPECTS OF THE HAWAIIAN ISLANDS AND PACIFIC RIM REGIONS.Expenses $1,172,551 · grants $500,000
- RURAL RESIDENCY PLANNING AND DEVELOPMENT IN ESTABLISHING THE UH FAMILY MEDICINE RESIDENCY PROGRAM AS A RURAL PRIMARY CARE SITE ON KAUAI TO CREATE A PRIMARY CARE WORKFORCE PATHWAY RESPONSIVE TO UNDERSERVED MULTICULTURAL/MULTILINGUAL RURAL ISLAND COMMUNITIES.Expenses $21,123
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 99-0307152
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E99)
- Assets (IRS master file)
- $31,210,426
- Income (IRS master file)
- $74,440,887
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $27,804,524 | $28,724,838 | $31,210,426 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $25,206,230 | $29,732,524 | $29,563,261 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $27,567,934 | $30,115,799 | $34,284,712 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 99-0307152).
Questions about UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES
- What is the EIN of UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES?
- The employer identification number (EIN) of UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES is 99-0307152.
- Is UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES 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 UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES?
- The 990 for the year ended June 30, 2025 names DEREK WONG.
- Who are the officers and directors of UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES?
- The 990 for the year ended June 30, 2025 lists 21 people; 10 received compensation from the organization, the highest $45,500 (DANNY TAKANISHI, DIRECTOR).
- How much revenue does UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $27,804,524, expenses of $28,724,838 and total assets of $31,210,426 at year end.
Other nonprofits in HONOLULU
- THE QUEENS MEDICAL CENTER EIN 99-0073524 · last filed 990 for 2025
- QUEEN EMMA LAND COMPANY EIN 99-0183769 · last filed 990 for 2025
- KAPIOLANI MEDICAL SPECIALISTS EIN 99-0322406 · last filed 990 for 2025
- THE QUEENS HEALTH SYSTEMS EIN 99-0238120 · last filed 990 for 2025
- HAWAII PACIFIC HEALTH EIN 99-0246363 · last filed 990 for 2025
- KUAKINI MEDICAL CENTER EIN 99-0074139 · last filed 990 for 2025
- QUEENS UNIVERSITY MEDICAL GROUP EIN 88-0820406 · last filed 990 for 2025
- KAUAI MEDICAL CLINIC EIN 99-0326099 · last filed 990 for 2025