TO FACILIATE COORDINATION OF TRAUMA PROVIDERS AND EMERGENCY PREPAREDNESS READINESS FOR HEALTHCARE PROVIDERS IN THE REGION ENSURING EFFICIENT, CONSISTENT AND EXPEDITIOUS CARE BY DEVELOPING AND MAINTAINING INTEGRATED QUALITY PROCESSES.
Key facts about Southeast Texas Regional Advisory
- EIN
- 76-0419172
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $286,849
- Grants made (2024)
- 11
- Average grant
- $26,077
- Median grant
- $14,453
- New grantees (estimate)
- 0% first-time grantees (0 of 11, 2024)
- Total assets
- $8,123,380
- Primary geography
- Texas (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Southeast Texas Regional Advisory funds
By grant dollars, the top recipient states for Southeast Texas Regional Advisory's 11 itemized 2024 grants were Texas (100%). None of its 11 grants with a stated purpose were described as general or operating support. Recurring purposes include "Pass-Through County" (11 grants).
Is Southeast Texas Regional Advisory open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 11 grantees (0%) were first-time recipients. How we count
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Southeast Texas Regional Advisory
- How to evaluate Southeast Texas Regional Advisory as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Southeast Texas Regional Advisory with AI
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- Track this opportunity in a free grant tracker
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.1M
-14.3% YoY
Annual Giving
$287K
+0.2% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$26K
+0.2% YoY
About Southeast Texas Regional Advisory
Based on IRS filings
Southeast Texas Regional Advisory is a nonprofit organization focused on Health, based in Houston, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.1M in total assets. In 2024, it awarded 11 grants totaling $287K. Net investment income was $118K.
Focus Areas
Ready to take the next step with Southeast Texas Regional Advisory?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,123,380 | $9,478,962 | $6,556,536 |
| Revenue | $9,715,004 | $9,879,487 | $11,405,453 |
| Expenses | $9,947,193 | $9,058,944 | $8,870,682 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $118,067 | $81,840 | $7,674 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS June 16, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 31, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 22, 2025)
- Updated Form 990 for fiscal year 2024 (received by the IRS January 27, 2026)
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
82 grants across all recorded years
Open Grants
1 open opportunity from Southeast Texas Regional Advisory
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Fire Fighters Foundation of Houston ($130,894), Montgomery County Hospital District ($36,742), Fort Bend County Ems ($29,499).
| Recipient | Purpose | Amount |
|---|---|---|
| FIRE FIGHTERS FOUNDATION OF HOUSTON Bellaire, TX | PASS-THROUGH COUNTY | $130,894 |
| MONTGOMERY COUNTY HOSPITAL DISTRICT Conroe, TX | PASS-THROUGH COUNTY | $36,742 |
| FORT BEND COUNTY EMS Rosenberg, TX | PASS-THROUGH COUNTY | $29,499 |
| MATAGORDA VOLUNTEER FIRE DEPARTMENT Matagorda, TX | PASS-THROUGH COUNTY | $17,449 |
| COLORADO COUNTY EMS Columbus, TX | PASS-THROUGH COUNTY | $14,763 |
| HUNTSVILLE-WALKER COUNTY EMS Huntsville, TX | PASS-THROUGH COUNTY | $14,453 |
| COUNTY OF AUSTIN Belville, TX | PASS-THROUGH COUNTY | $10,602 |
| WALLER COUNTY EMS Hempstead, TX | PASS-THROUGH COUNTY | $9,382 |
| CITY OF WHARTON EMS Wharton, TX | PASS-THROUGH COUNTY | $8,767 |
| CITY OF EL CAMPO EMS El Campo, TX | PASS-THROUGH COUNTY | $8,767 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lori Upton | Chief Exec O | 40 | $226,967 |
| Todd Caliva | Board Member | 1 | — |
| James Campbell | Vice Chairma | 5 | — |
| Justin Cude | Board Member | 1 | — |
| Tom Flanagan | Vice Chairma | 5 | — |
| Michael Furrh | Board Member | 1 | — |
| Rhonda Getschman | Board Member | 1 | — |
| Christy Gonzalez | Board Member | 1 | — |
| Brent Kaziny | Board Member | 1 | — |
| David Persse MD | Chairman | 5 | — |
| Steven Brass MD | Board Member | 1 | — |
| Syed Raza MD | Board Member | 1 | — |
| Walter Morrow | Secretary | 5 | — |
| Rachel Parker | Board Member | 1 | — |
| Justin Reed | Board Member | 1 | — |
| Kevin Schulz | Board Member | 1 | — |
| Mark Sloan | Board Member | 1 | — |
| Lon Squyres | Treasurer | 5 | — |
| Wayne Voss | Board Member | 1 | — |
| Dudley Wait | Board Member | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Southeast Texas Regional Advisory?
Southeast Texas Regional Advisory is a nonprofit organization focused on Health, based in Houston, TX. It holds $8.1M in total assets as of 2024.
How large is Southeast Texas Regional Advisory?
As of 2024, Southeast Texas Regional Advisory holds $8.1M in total assets with $9.7M in annual revenue. It awarded 11 grants totaling $287K in 2024.
Where does Southeast Texas Regional Advisory operate?
Southeast Texas Regional Advisory has awarded grants in Arizona, Texas.
What size grants does Southeast Texas Regional Advisory award?
In 2024, Southeast Texas Regional Advisory awarded 11 grants totaling $287K — an average of about $26K per grant, based on its IRS Form 990 filings.
What is Southeast Texas Regional Advisory's EIN?
Southeast Texas Regional Advisory's EIN (Employer Identification Number) is 76-0419172. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Southeast Texas Regional Advisory's focus areas in our free grants database
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.