Nonprofit · EIN 56-2317339
HOUSTON VA RESEARCH & EDUCATION FOUNDATION
Tax-exempt · HOUSTON, TX 77230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $962,334 | $870,674 | $91,660 | $9,895,775 | $5,413,904 | $4,481,871 |
| September 30, 2024 | 990 | $963,142 | $614,660 | $348,482 | $10,102,747 | $5,712,537 | $4,390,210 |
| September 30, 2023 | 990 | $818,266 | $638,287 | $179,979 | $9,624,919 | $5,583,191 | $4,041,728 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $937,349
- Investment income
- $19,595
- Other revenue
- $5,390
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $149,046
- Other salaries and wages
- $260,630
- Salaries, compensation and benefits (total)
- $437,075
- Professional fundraising fees
- $0
- Legal fees
- $10,341
- Accounting fees
- $15,500
- Travel
- $30,533
- Program services (functional)
- $709,732
- Management and general (functional)
- $160,942
Balance sheet and other
- Total assets, start of year
- $10,102,747
- Total assets, end of year
- $9,895,775
- Total liabilities, end of year
- $5,413,904
- Net assets, end of year
- $4,481,871
- Net assets without donor restrictions
- $4,481,871
- Gross receipts
- $962,334
- Employees
- 9
- Year formed
- 2003
- State of legal domicile
- TX
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CHARLIE LAN MD | VICE CHAIR Trustee or director, Officer | 0.15 | $0 | $400,915 |
| LAURA PETERSEN MD MHA | STATUTORY DI Trustee or director | 0.15 | $0 | $317,309 |
| ANGELA CATIC MD | DIRECTOR Trustee or director | 0.15 | $0 | $265,018 |
| FRANCISCO VAZQUEZ MBA | CHAIR Trustee or director, Officer | 0.15 | $0 | $232,896 |
| LAURIE MITCHELL PHD | DIRECTOR Trustee or director | 0.15 | $0 | $212,955 |
| LINDSEY CRAIN | CHAIR Trustee or director, Officer | 0.15 | $0 | $187,860 |
| JAMES EGGERS MHA MBA | DIRECTOR Trustee or director | 0.15 | $0 | $164,411 |
| CURTIS BERGERON MBA | SECRETARY/TR Trustee or director, Officer | 0.15 | $0 | $151,059 |
| CHRIS RODNEY | EXECUTIVE DI Officer | 40 | $138,864 | $0 |
| DANIEL MUSHER MD | DIRECTOR Trustee or director | 0.15 | $0 | $0 |
| EDGAR TUCKER MD | DIRECTOR Trustee or director | 0.15 | $0 | $0 |
| DONALD WAGNER MHA | DIRECTOR Trustee or director | 0.15 | $0 | $0 |
990 for the year ended September 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CHARLIE LAN MD | VICE CHAIR Trustee or director, Officer | 0.15 | $0 | $381,265 |
| LAURA PETERSEN MD MHA | STATUTORY DI Trustee or director | 0.15 | $0 | $309,342 |
| ANGELA CATIC MD | DIRECTOR Trustee or director | 0.15 | $0 | $282,332 |
| FRANCISCO VAZQUEZ MBA | CHAIRMAN Trustee or director, Officer | 0.15 | $0 | $222,654 |
| LAURIE MITCHELL PHD | DIRECTOR Trustee or director | 0.15 | $0 | $200,810 |
| CURTIS BERGERON MBA | SECRETARY/TR Trustee or director, Officer | 0.15 | $0 | $157,996 |
| JAMES EGGERS MHA MBA | DIRECTOR Trustee or director | 0.15 | $0 | $156,736 |
| CHRIS RODNEY | EXECUTIVE DI Officer | 40 | $136,637 | $0 |
| DANIEL MUSHER MD | DIRECTOR Trustee or director | 0.15 | $0 | $0 |
| EDGAR TUCKER MD | DIRECTOR Trustee or director | 0.15 | $0 | $0 |
| DONALD WAGNER MHA | DIRECTOR Trustee or director | 0.15 | $0 | $0 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| MARK KOBELJA MD | DIRECTOR Trustee or director | 0.15 | $0 | $396,173 |
| LAURA PETERSEN MD MHA | STATUTORY DI Trustee or director | 0.15 | $0 | $311,387 |
| FRANCISCO VAZQUEZ MBA | CHAIRMAN Trustee or director, Officer | 0.15 | $0 | $221,825 |
| LAURIE MITCHELL PHD | DIRECTOR Trustee or director | 0.15 | $0 | $211,059 |
| JAMES EGGERS MHA MBA | DIRECTOR Officer | 0.15 | $0 | $160,075 |
| CURTIS BERGERON MBA | SECRETARY/TR Trustee or director | 0.15 | $0 | $139,883 |
| CHRIS RODNEY | EXECUTIVE DI Officer | 40 | $131,293 | $0 |
| DANIEL MUSHER MD | DIRECTOR Trustee or director | 0.15 | $0 | $0 |
| EDGAR TUCKER MD | DIRECTOR Trustee or director | 0.15 | $0 | $0 |
| DONALD WAGNER MHA | DIRECTOR Trustee or director | 0.15 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 300487, HOUSTON, TX 77230-0487
- In care of
- % EXECUTIVE DIRECTOR
- Principal officer (990 for 2024)
- CHRIS RODNEY, PO BOX 300487, HOUSTON, TX 772300487
- Signed the 990
- CHRIS RODNEY, EXECUTIVE DIRECTOR
- Phone
- (713) 440-4400
- Website
- WWW.HVAREF.ORG
- Return prepared by
- FINANCIAL SOLUTION ADVISORS LLC
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.
Program accomplishments
- 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 $709,732 · revenue $937,349
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 56-2317339
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G80)
- Assets (IRS master file)
- $9,895,775
- Income (IRS master file)
- $962,334
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $962,334 | $870,674 | $9,895,775 | XML |
| 990 | September 2024 | $963,142 | $614,660 | $10,102,747 | XML |
| 990 | September 2023 | $818,266 | $638,287 | $9,624,919 | XML |
| 990 | September 2022 | $1,019,768 | $462,600 | $9,500,536 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 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 56-2317339).
Questions about HOUSTON VA RESEARCH & EDUCATION FOUNDATION
- What is the EIN of HOUSTON VA RESEARCH & EDUCATION FOUNDATION?
- The employer identification number (EIN) of HOUSTON VA RESEARCH & EDUCATION FOUNDATION is 56-2317339.
- Is HOUSTON VA RESEARCH & EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HOUSTON VA RESEARCH & EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOUSTON VA RESEARCH & EDUCATION FOUNDATION 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 HOUSTON VA RESEARCH & EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOUSTON VA RESEARCH & EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HOUSTON VA RESEARCH & EDUCATION FOUNDATION?
- The 990 for the year ended September 30, 2025 names CHRIS RODNEY.
- Who are the officers and directors of HOUSTON VA RESEARCH & EDUCATION FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 12 people; 1 received compensation from the organization.
- How much revenue does HOUSTON VA RESEARCH & EDUCATION FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $962,334, expenses of $870,674 and total assets of $9,895,775 at year end.
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All nonprofits in HOUSTON · Texas · Voluntary health associations and medical disciplines