2024-03-13T15:46:01-04:00 2023-09-30 461041593 FINANCIAL SOLUTION ADVISORS PLLC 4350 PABLO PROFESSIONAL CT STE 200 JACKSONVILLE FL 322243224 990 2022-10-01 562317339 HOUSTON VA RESEARCH & EDUCATION FOUNDATION INC HOUS 7137947934 PO BOX 300487 HOUSTON TX 772300487 CHRIS RODNEY EXECUTIVE DIRECTOR 7137947934 2024-03-06 true CHRIS RODNEY 999009999 true MICHAEL B MCLEOD CPA P00966646 9042962024 2024-03-13 2022 2023-04-26 12:10:37Z CHRIS RODNEY PO BOX 300487 HOUSTON TX 772300487 818266 false X WWW.HVAREF.ORG X 2003 TX 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. 8 3 3 0 0 1016940 794637 2828 23629 0 1019768 818266 0 0 151056 336274 0 0 311544 302013 462600 638287 557168 179979 9500536 9624919 5638787 5583191 3861749 4041728 X 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. false false 249628 794637 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. 249628 true false false false false false false false true false false false false true 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 2 0 3 true false false false false false false false false false false false false false false X 8 3 false false false false false false false true true false false true true true true false false false false false X X CHRIS RODNEY 7137947934 PO BOX 300487 HOUSTON TX 772300487 MARK KOBELJA MD DIRECTOR 0.15 40.00 X 0 396173 0 LAURA PETERSEN MD MHA STATUTORY DI 0.15 40.00 X 0 311387 0 FRANCISCO VAZQUEZ MBA CHAIRMAN 0.15 40.00 X X 0 221825 0 LAURIE MITCHELL PHD DIRECTOR 0.15 40.00 X 0 211059 0 JAMES EGGERS MHA MBA DIRECTOR 0.15 40.00 X 0 160075 0 CURTIS BERGERON MBA SECRETARY/TR 0.15 40.00 X 0 139883 0 CHRIS RODNEY EXECUTIVE DI 40.00 0.00 X 131293 0 0 DANIEL MUSHER MD DIRECTOR 0.15 X 0 0 0 EDGAR TUCKER MD DIRECTOR 0.15 40.00 X 0 0 0 DONALD WAGNER MHA DIRECTOR 0.15 X 0 0 0 131293 1440402 1 false true false NONFEDERAL GRANT & CONT REV 541700 663857 663857 FEDERAL GRANT & CONT REV 541700 130780 130780 794637 23629 23629 818266 818266 X 118904 118904 198797 198797 61 61 18512 18512 1941 1941 191674 183402 8272 331 331 14722 14722 7209 7209 RESEARCH EXPENSES 35058 35058 GEN & ADMIN EXPENSES 34668 34668 MEMBERSHIP ASSOCIATION FE 8324 8324 BAD DEBT EXPENSE 3337 3337 4749 2844 1905 638287 249628 388659 0 2451713 2364319 1825414 1825773 139444 40014 5083965 5394813 9500536 9624919 50029 61119 5588758 5522072 5638787 5583191 X 3861749 4041728 3861749 4041728 9500536 9624919 179979 X false true X true false X MICHAEL E DEBAKEY VA MEDICAL CENTER HOUSTON TX false true X FUNDS HELD FOR BCMRSL 5391628 OTHER RECEIVABLES 3185 5394813 X 818266 818266 818266 638287 638287 638287 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE FOUNDATION HOLDS AND ADMINISTERS CASH AND CASH EQUIVALENTS AND TEMPORARY INVESTMENT FUNDS FOR THE MICHAEL E. DEBAKEY VA MEDICAL CENTER'S RESEARCH SERVICE LINE ("RSL") AT RSL'S DIRECTION. SCHEDULE D, PAGE 3, PART X THE FOUNDATION QUALIFIES AS A TAX-EXEMPT FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE FOUNDATION PERIODICALLY ASSESSES WHETHER IT HAS INCURRED INCOME TAX EXPENSE OR RELATED INTEREST OR PENALTIES IN ACCORDANCE WITH ACCOUNTING FOR UNCERTAIN TAX POSITIONS. NO SUCH AMOUNTS WERE RECOGNIZED FOR THE YEARS ENDING SEPTEMBER 30, 2023 AND 2022, RESPECTIVELY. SHOULD THE FOUNDATION TAX-EXEMPT STATUS BE CHALLENGED IN THE FUTURE, THE FOUNDATIONS 2021, 2022, AND 2023 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. false false false false false false false false false MARK KOBELJA MD DIRECTOR 396173 396173 LAURA PETERSEN MD MHA STATUTORY DIRECTOR 311387 311387 FRANCISCO VAZQUEZ MBA CHAIRMAN 221825 221825 LAURIE MITCHELL PHD DIRECTOR 211059 211059 JAMES EGGERS MHA MBA DIRECTOR 160075 160075 FORM 990 - ORGANIZATION'S 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. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR. AFTER THE EXECUTIVE DIRECTOR'S APPROVAL, THE FORM 990 IS GIVEN TO THE BOARD OF TRUSTEES FOR FINAL REVIEW AND APPROVAL AT A FOLLOWING BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS AND HAVREF PERSONNEL MUST REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY EVERY YEAR. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED STUDY STAFF 143,913 0 0 OUTSIDE SERVES 39,489 0 0 IT CONSULTING 0 700 0 PAYROLL PROCESSING 0 7,572 0 TOTAL 183,402 8,272 0 MICHAEL E DEBAKEY VA MED CENTER 2002 HOLCOMBE BLVD HOUSTON TX 77030 760418077 VA HOSP TX 501C1 3 N/A false BAYLOR COLLEGE OF MEDICINE 1 BAYLOR PLAZA HOUSTON TX 77030 741613878 UNIV TX 501C3 2 N/A false false false false false false false false false false false false false false false false true true false false MICHAEL E DEBAKEY VA MED CENTER P 706937 CASH MICHAEL E DEBAKEY VA MED CENTER Q 640251 CASH