Nonprofit · EIN 20-2303140
THE USAA FOUNDATION INC
Tax-exempt · SAN ANTONIO, TX 78288
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $22,557,097 | $8,309,737 | $14,247,360 | $130,247,273 | $0 | $130,247,273 |
| December 31, 2023 | 990-PF | $8,456,521 | $8,145,590 | $310,931 | $115,999,913 | $0 | $115,999,913 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $15,000,000
- Dividends
- $4,425,348
- Net gain from sales of assets
- $3,131,749
Expenses
- Grants and similar amounts paid
- $8,100,000
- Disbursements for charitable purposes
- $8,100,000
- Excise tax on investment income
- $103,546
Balance sheet and other
- Total assets, start of year
- $115,999,913
- Total assets, end of year
- $130,247,273
- Total liabilities, end of year
- $0
- Net assets, end of year
- $130,247,273
- Fair market value of assets
- $168,759,255
- Qualifying distributions
- $8,100,000
- Net investment income
- $7,557,097
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ameesh Vakharia 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Chair | 0.25 | $0 |
| Lindsey ONeill 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Vice Chair | 0.25 | $0 |
| Brad Weber 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Treasurer | 0.25 | $0 |
| David Cummings 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director | 0.25 | $0 |
| Dan Goldenberg 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director | 0.25 | $0 |
| Michael Linnington 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director | 0.25 | $0 |
| Celie Niehaus 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director | 0.25 | $0 |
| Dana A Simmons 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director | 0.25 | $0 |
| Mary Stork 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director | 0.25 | $0 |
| Justin D Schmitt 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | President | 6 | $0 |
| Duke Nave 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Finance Officer | 0.25 | $0 |
| Renee Joseph 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Risk Officer | 0.25 | $0 |
| Suzanne Friday 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Secretary | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMEESH VAKHARIA 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | CHAIR | 0.25 | $0 |
| BRAD WEBER 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | TREASURER | 0.25 | $0 |
| DAVID CUMMINGS 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | DIRECTOR | 0.25 | $0 |
| DANA A SIMMONS 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | DIRECTOR | 0.25 | $0 |
| MARY STORK 9800 FREDERICKSBURG RD, San Antonio, TX 782880115 | DIRECTOR | 0.25 | $0 |
| LINDSEY O'NEILL 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director/PRESIDENT | 0.25 | $0 |
| Justin D Schmitt 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Assistant Vice President | 6 | $0 |
| DOUG MONSKA 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Tax Officer | 0.25 | $0 |
| MELINDA BLUNDELL 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | SECRETARY END: 03/2023 | 0.25 | $0 |
| CELIE NIEHAUS 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | Director | 0.25 | $0 |
| SUZANNE FRIDAY 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | SECRETARY START: 03/2023 | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 9800 FREDERICKSBERG RD, SAN ANTONIO, TX 78288-0001
- In care of
- % DUKE NAVE CPA CGMA
- Signed the 990-PF
- Duke Nave, Finance Officer
- Phone
- (800) 531-8722
- Return prepared by
- Forvis Mazars LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-2303140
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $130,247,273
- Income (IRS master file)
- $34,477,174
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $8,456,521 | $8,145,590 | $115,999,913 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about THE USAA FOUNDATION INC
- What is the EIN of THE USAA FOUNDATION INC?
- The employer identification number (EIN) of THE USAA FOUNDATION INC is 20-2303140.
- Is THE USAA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE USAA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE USAA FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE USAA FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE USAA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE USAA FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does THE USAA FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $22,557,097, expenses of $8,309,737 and total assets of $130,247,273 at year end.
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