2024-09-13T12:32:17-04:00 2023-12-31 461041593 FINANCIAL SOLUTION ADVISORS PLLC 4350 PABLO PROFESSIONAL CT STE 200 JACKSONVILLE FL 322243224 990 2023-01-01 742522436 FOUNDATION FOR ADVANCING VETERANS' HEALTH RESEARCH FOUN 2106175285 PO BOX 40512 SAN ANTONIO TX 78229 MICHELLE TRIMBLE CEO 2106175285 2024-06-03 true MICHAEL B MCLEOD CPA P00966646 9042962024 2024-09-13 2023 2024-08-08 14:25:15Z MICHELLE TRIMBLE PO BOX 40512 SAN ANTONIO TX 78229 7244387 false X WWW.FAVHR.ORG X 1989 TX IMPROVING VETERANS' HEALTH THROUGH RESEARCH AND EDUCATION. 12 12 56 12 0 314 436 3789004 6198202 3188 26611 19138 3792506 6244387 0 0 2913139 2491063 0 0 1548356 1813194 4461495 4304257 -668989 1940130 3061851 4781808 959344 739171 2102507 4042637 TO PROMOTE, ADMINISTER, AND CONDUCT RESEARCH AND EDUCATION AT THE VA TO IMPROVE THE HEALTH AND LIVES OF VETERANS. false false 3722900 6198202 THE FOUNDATION ADMINISTERED FUNDING FOR APPROXIMATELY 59 ACTIVE RESEARCH PROJECTS BEING CONDUCTED AT THE SOUTH TEXAS VETERANS' HEALTH CARE SYSTEM. THESE PROJECTS ARE INVESTIGATING CURRENT, NEW, AND IMPROVED METHODS OF TREATING HUMAN AFFLICTIONS. AREAS OF STUDY INCLUDE LABORATORY WORK, DATA SCIENCES, HEALTH SERVICES IMPROVEMENT, AND CLINICAL STUDIES. THE FOUNDATION PROVIDES THE STRUCTURE TO ACCOMMODATE THE NEEDS OF THE RESEARCH INVESTIGATORS INCLUSIVE OF PROCUREMENT, SUPPORT STAFF EMPLOYMENT, AND GRANT ADMINISTRATION. 3722900 true false false false false false false false false false true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 16 0 56 true false false false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false X X X MICHELLE TRIMBLE FANYA GRINSHPAN 2106175376 7400 MERTON MINTER BLVD SAN ANTONIO TX 78229 JULIANNE FLYNN STATUTORY TR 2.00 40.00 X 0 412910 0 CALVIN LEUSCHEN STATUTORY TR 1.00 40.00 X 0 364008 0 DAVID BELL STATUTORY TR 3.00 40.00 X 0 344011 0 LIPIKA NAYAK TRUSTEE 1.00 40.00 X 0 238324 0 AMRITA KAMAT STATUTORY TR 2.00 40.00 X 0 156176 0 MICHELLE TRIMBLE CEO 40.00 X 119651 0 0 MICHAEL FRANCE STATUTORY TR 2.00 X 0 0 0 ALAN FRAZER VICE CHAIR 2.00 0.00 X X 0 0 0 LOU ANN HUGHES TRUSTEE 0.50 0.00 X 0 0 0 MICHAEL MACNAUGHTON TREASURER/SE 2.00 0.00 X X 0 0 0 JOHN ROACHE PHD BOARD CHAIR 5.00 X X 0 0 0 119651 1515429 1 false true false 436 436 NONGOVERNMENT FUNDED 541700 3426591 3426591 GOVERNMENT FUNDED 541700 2771611 2771611 6198202 26611 26611 1000000 1000000 OTHER INCOME 541700 19138 19138 19138 6244387 6243951 112765 112765 1886868 1615833 271035 312364 266441 45923 179066 145527 33539 4729 4729 19500 19500 94722 51266 43456 45 45 30346 6106 24240 29575 10837 18738 8776 7612 1164 62880 58046 4834 42027 42027 9056 2938 6118 RESEARCH PROJECT FEES 1433864 1433864 PATIENT REIMBURSEMENTS 46691 46691 PROVISION FOR CREDIT LOSS 17157 17157 DUES & SUBSCRIPTIONS 10840 10840 2986 2986 4304257 3722900 581357 0 1054194 770430 1002113 1522762 850553 2285458 11362 15393 1547608 1359843 143629 187765 3061851 4781808 493201 687808 466143 51363 959344 739171 X 2102507 4042637 2102507 4042637 3061851 4781808 1940130 X false true X true true true X SOUTH TEXAS VETERANS HEALTH CARE SYSTEM SAN ANTONIO TX 1547608 1359843 187765 187765 X 6250891 6504 6504 6244387 6244387 4310761 6504 6504 4304257 4304257 SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. DONORS OF MONEY AND/OR PROPERTY ARE ENTITLED TO THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION ALLOWED BY LAW. THE FOUNDATION IS NOT SUBJECT TO THE TEXAS MARGIN TAX. MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT WOULD HAVE A SIGNIFICANT IMPACT ON ITS FINANCIAL POSITION. ITS TAX RETURNS FOR THE LAST THREE YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. false false false false false false false false false JULIANNE FLYNN STATUTORY TRUSTEE 412910 412910 CALVIN LEUSCHEN STATUTORY TRUSTEE 364008 364008 DAVID BELL STATUTORY TRUSTEE 344011 344011 LIPIKA NAYAK TRUSTEE 238324 238324 AMRITA KAMAT STATUTORY TRUSTEE 156176 156176 FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY THE FULL BOARD PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C CERTIFICATION TIMEFRAME: THE STANDARDIZED DISCLOSURE QUESTIONNAIRE MUST BE COMPLETED BY THE BOARD MEMBER UPON THEIR ASSOCIATION WITH THE FOUNDATION. IN ADDITION, THE QUESTIONNAIRE IS UPDATED ANNUALLY AND WHEN CHANGED CIRCUMSTANCES PRESENT A POTENTIAL CONFLICT. CERTIFICATIONS: DISCLOSURE QUESTIONNAIRES REQUIRE DISCLOSURE OF POTENTIAL CONFLICT OF INTEREST AND CERTIFICATION OF AWARENESS OF REQUIREMENT TO PROMPTLY AND FULLY DISCLOSE. IN WRITING, THE CIRCUMSTANCES OF ANY FUTURE POTENTIAL CONFLICT OF INTEREST. CONFLICT REVIEW: IDENTIFIED AREAS OF POTENTIAL CONFLICT OF INTEREST ARE PRESENTED TO THE BOARD FOR REVIEW AND A DETERMINATION IS MADE WHETHER CONFLICT EXISTS OR NOT. MANAGEMENT OF CONFLICTS: UPON DETERMINATION OF A CONFLICT OF INTEREST, THE BOARD WILL ESTABLISH OR REVIEW ITS PROCEDURES FOR MANAGING THE CONFLICT. MANAGEMENT WILL ENSURE THE INDIVIDUAL IS NOT PRESENT DURING BOARD DISCUSSION OF THE ISSUE(S) AND IS NOT PERMITTED TO VOTE ON THE ISSUE(S). ANNUAL TRAINING IS PROVIDED TO THE BOARD TO SUPPORT IDENTIFICATION OF POTENTIAL CONFLICTS FOR REPORTING. FORM 990, PAGE 6, PART VI, LINE 15A COST OF LIVING INCREASES: WHEN THE EMPLOYEES APPROVED COMPENSATION DETERMINATION INCLUDES AN ANNUAL COST OF LIVING INCREASE WITHOUT FURTHER WRITTEN ACTIONS, THESE CHANGES WILL BE MADE UPON COMPLETION OF AN ANNUAL PERFORMANCE EVALUATION. CHANGES IN CEO/EXECUTIVE DIRECTOR SALARY, OTHER THAN COST OF LIVING CHANGES WILL INVOLVE THE FOLLOWING: A CONDUCTING A SALARY COMPARABILITY SURVEY: (1) TYPE OF POSITIONS TO BE SURVEYED: CEO/EXECUTIVE DIRECTORS OF NON-PROFIT CORPORATIONS AUTHORIZED BY CONGRESS TO SUPPORT RESEARCH ACTIVITIES AT VA MEDICAL CENTERS. (2) BASIS FOR SELECTING THESE POSITIONS FOR COMPARISON: ALL FOUNDATIONS ARE REGULATED BY CONGRESS AND THE DEPARTMENT OF VETERANS AFFAIRS AND HAVE THE SAME GUIDELINES AND REQUIREMENTS. MISSION OF EACH IS THE SAME WITH SIMILAR TYPE ACTIVITIES AND DUTIES. (3) FOUNDATIONS TO BE COMPARED: USING A RANKING OF FOUNDATIONS BY GROSS REVENUE. FIVE OR SIX FOUNDATIONS ABOVE THE FOUNDATION FOR ADVANCING VETERANS' HEALTH RESEARCH (FAVHR) AND FIVE OR SIX FOUNDATIONS BELOW THE FAVHR WILL BE SELECTED FOR COMPARISON. (4) BASIS FOR SELECTING THESE FOUNDATIONS FOR COMPARISON: TO ENSURE A SIMILAR VOLUME OF ACTIVITIES, SIMILAR REVENUES ARE COMPARED. (5) SOURCE OF INFORMATION: IRS FOR 990S, AVAILABLE ON THE INTERNET, CONTAIN CEO SALARIES. (6) EQUALIZING TIME COMMITMENTS: PART-TIME SALARIES WILL BE EQUATED TO FULL-TIME SALARIES FOR COMPARISON PURPOSES. (7) ADJUSTING FOR DIFFERENT COST OF LIVING AREAS: THE FEDERAL EMPLOYEES COST OF LIVING STANDARDS WILL BE APPLIED TO THE DIFFERENT SALARIES TO EQUALIZE. CURRENT FEDERAL SALARY SCALES FOR THE DIFFERENT AREAS OF THE COUNTRY ARE AVAILABLE ON THE OPM WEBSITE. AFTER DETERMINING THE RATIOS FOR EACH AREA, THE SALARIES WILL BE ADJUSTED FOR COMPARISON. B THE RESULTS OF THE COMPARABILITY SURVEY, TO INCLUDE INSTITUTION, REVENUE, SALARIES BEFORE ADJUSTMENT, AND COST OF LIVING ADJUSTED SALARIES, WILL BE PROVIDED TO THE BOARD DESIGNEE TO REVIEW FOR SALARY APPROPRIATENESS AND ANY SALARY ADJUSTMENTS. C WRITTEN DOCUMENTATION OF ANY COMPENSATION CHANGE APPROVAL WILL BE MAINTAINED IN THE EMPLOYEE FILE AFTER SIGNATURE BY THE BOARD CHAIR. THE COMPENSATION SURVEY DOCUMENTATION WILL BE KEPT WITH THE COMPENSATION CHANGE DOCUMENT. WHEN COMPENSATION FOR A NEW EMPLOYEE IS BEING ESTABLISHED, ALL BENEFIT AREAS WILL BE IDENTIFIED ON THE EMPLOYEE COMPENSATION DOCUMENT, SUCH AS HEALTH INSURANCE, RETIREMENT CONTRIBUTIONS, OTHER INSURANCE, EDUCATIONAL ASSISTANCE, OTHER ALLOWANCES OR SERVICES. WHEN THE COMPENSATION ESTABLISHED INCLUDES AN ANNUAL COST OF LIVING INCREASE, COMPENSATION SHALL BE REVIEWED EVERY THREE YEARS. IF THE APPROVED COMPENSATION DOES NOT INCLUDE COST OF LIVING INCREASES, THE COMPENSATION SHALL BE REVIEWED EVERY TWO YEARS. THE LAST COMPARISON FOR THE CEO WAS COMPLETED IN AUGUST 2019. FORM 990, PAGE 6, PART VI, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC VIEWING UPON REQUEST IN THE CHIEF FINANCIAL OFFICER'S OFFICE. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION WILL MAKE ITS FORM 1023 AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON AN "UPON REQUEST" BASIS. A COPY WILL BE PROVIDED OF ANY FORM 990 FOR THE PREVIOUS THREE YEARS THAT IS NOT ALREADY AVAILABLE TO THE PUBLIC ON THE GUIDESTAR WEBSITE. REQUESTS MADE TO THE FOUNDATION OFFICE WILL BE REFERRED TO THE CEO FOR ACTION. OTHER DOCUMENTS - THE FOUNDATION WILL ALSO PROVIDE UPON REQUEST. COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS REQUESTS RECEIVED BY THE FOUNDATION OFFICER WILL BE REFERRED TO THE CEO FOR ACTION. S TEXAS VETERANS HEALTH CARE SYSTEM 7400 MERTON MINTER SAN ANTONIO TX 78229 741612229 HEALTH TX N/A false false false false false false false false false false false false false false false false true true false false S TEXAS VETERANS HEALTH CARE SYSTEM Q 1051000 CASH S TEXAS VETERANS HEALTH CARE SYSTEM P 4279 CASH