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Nonprofiteer
← HOUSTON VA RESEARCH & EDUCATION FOUNDATION

Form 990 for tax year 2023

Filed by HOUSTON VA RESEARCH & EDUCATION FOUNDATION.

Totals

Total revenue
$963,142
Total expenses
$614,660
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$943,021
Investment income
$20,121
Other revenue
$0
Total assets, end of year
$10,102,747
Total liabilities, end of year
$5,712,537
Net assets or fund balances, end of year
$4,390,210
Program services expenses (Part IX)
$209,649
Management and general expenses
$405,011
Fundraising expenses
$0
Program service expenses (Part III)
$209,649

Program services were 34.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: NONFEDERAL GRANT & CONT REV

    total $861,516 · related or exempt $861,516

  • 2b · Program service revenue: FEDERAL GRANT & CONT REV

    total $81,505 · related or exempt $81,505

  • 3 · Investment income

    total $20,121 · related or exempt $20,121

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $334,835 · management and general $334,835

  • 8 · Pension plan contributions

    total $59 · management and general $59

  • 10 · Payroll taxes

    total $22,201 · management and general $22,201

  • 11b · Fees: legal

    total $5,930 · program services $5,930

  • 11g · Fees: other

    total $125,255 · program services $116,836 · management and general $8,419

  • 13 · Office expenses

    total $547 · management and general $547

  • 14 · Information technology

    total $200 · management and general $200

  • 17 · Travel

    total $9,545 · program services $9,545

  • 19 · Conferences, conventions and meetings

    total $31,882 · program services $29,263 · management and general $2,619

  • 23 · Insurance

    total $7,932 · management and general $7,932

  • 24a · Other expenses: RESEARCH EXPENSES

    total $30,254 · program services $30,254

  • 24b · Other expenses: GEN & ADMIN EXPENSES

    total $22,799 · management and general $22,799

  • 24c · Other expenses: MEMBERSHIP ASSOCIATION FE

    total $13,705 · program services $8,305 · management and general $5,400

  • 24d · Other expenses: SUPPLIES

    total $5,276 · program services $5,276

  • 24e · All other expenses

    total $4,240 · program services $4,240

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,364,319 · end of year $2,942,405

  • 2 · Savings and temporary cash investments

    beginning of year $1,825,773 · end of year $1,826,104

  • 4 · Accounts receivable

    beginning of year $40,014 · end of year $120,887

  • 15 · Other assets

    beginning of year $5,394,813 · end of year $5,213,351

  • 17 · Accounts payable and accrued expenses

    beginning of year $61,119 · end of year $11,855

  • 21 · Escrow or custodial account liability

    beginning of year $5,522,072 · end of year $5,700,682

  • 27 · Net assets without donor restrictions

    beginning of year $4,041,728 · end of year $4,390,210

Mission and programs · 2023

Mission

THE PRIMARY TAX-EXEMPT PURPOSE OF THE HOUSTON VA RESEARCH & EDUCATION FOUNDATION, INC., A 501(C)(3) RESEARCH AND EDUCATION FOUNDATION ESTABLISHED IN ACCORDANCE WITH TITLE 38, UNITED STATES CODE SECTION 7361 THROUGH 7366, IS TO FACILITATE THE CONDUCT OF THE MEDICAL RESEARCH AND EDUCATIONAL ACTIVITIES OF THE MICHAEL E. DEBAKEY VETERANS AFFAIRS MEDICAL CENTER BY ACTING AS A FLEXIBLE FUNDING MECHANISM IN ACHIEVING THE GOALS OF THE PROGRAMS. FUNDS SPENT BY THE FOUNDATION DIRECTLY OR INDIRECTLY SUPPORTS VA FACULTY AND STAFF IN THEIR RESEARCH, EDUCATION, AND TRAINING ENDEAVORS TO FOSTER PROGRESS IN LABORATORY SCIENCE, CLINICAL SCIENCE, AND REHABILITATIVE AND HEALTH SERVICE PROGRAMS THAT BENEFIT THE NATION'S VETERANS AND GENERAL POPULATION. THE FOUNDATION SUPPORTS THE ONGOING DEVELOPMENT OF VA FACULTY AND STAFF THROUGH EDUCATION AND TRAINING ACTIVITIES DESIGNED TO INCREASE THE BREADTH OF KNOWLEDGE USED TO FACILITATE PATIENT CARE.

Activities or mission (Part I)

THE MISSION OF THE FOUNDATION IS TO FACILITATE MEDICAL RESEARCH AND EDUCATIONAL ACTIVITIES AT THE MICHAEL E. DEBAKEY VETERANS AFFAIRS MEDICAL CENTER BY ACTING AS A FLEXIBLE FUNDING MECHANISM IN ACHIEVING THE GOAL OF THE PROGRAMS.

  • CLINICAL RESEARCH TO FOSTER PROGRESS IN HEALTH SERVICES PROGRAMS THAT BENEFIT THE NATION'S VETERANS AND GENERAL PUBLIC AND EDUCATION, TRAINING, AND DEVELOPMENT ACTIVITIES CONDUCTED ON BEHALF OF VA EMPLOYEES.

    Expenses $209,649

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Charlie Lan MD

    VICE CHAIR

    Total calculated
    $381,265
    From this org
    $0
    From related orgs
    $381,265
    Other
    $0
    Hours/week
    0.15 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $381,265 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $381,265 related

  • Laura Petersen MD Mha

    STATUTORY DI

    Total calculated
    $309,342
    From this org
    $0
    From related orgs
    $309,342
    Other
    $0
    Hours/week
    0.15 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $309,342 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $309,342 related

  • Angela Catic MD

    DIRECTOR

    Total calculated
    $282,332
    From this org
    $0
    From related orgs
    $282,332
    Other
    $0
    Hours/week
    0.15 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $282,332 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $282,332 related

  • Francisco Vazquez MBA

    CHAIRMAN

    Total calculated
    $222,654
    From this org
    $0
    From related orgs
    $222,654
    Other
    $0
    Hours/week
    0.15 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $222,654 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $222,654 related

  • Laurie Mitchell PhD

    DIRECTOR

    Total calculated
    $200,810
    From this org
    $0
    From related orgs
    $200,810
    Other
    $0
    Hours/week
    0.15 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $200,810 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $200,810 related

  • Curtis Bergeron MBA

    SECRETARY/TR

    Total calculated
    $157,996
    From this org
    $0
    From related orgs
    $157,996
    Other
    $0
    Hours/week
    0.15 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $157,996 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $157,996 related

  • James Eggers Mha MBA

    DIRECTOR

    Total calculated
    $156,736
    From this org
    $0
    From related orgs
    $156,736
    Other
    $0
    Hours/week
    0.15 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $156,736 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $156,736 related

  • Chris Rodney

    EXECUTIVE DI

    Total calculated
    $136,637
    From this org
    $136,637
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Daniel Musher MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Edgar Tucker MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Donald Wagner Mha

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
27 May 2025
IRS schema version
2023v6.0
Source object
202532269349301533

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