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.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$9.5M
+44.6% YoY
Annual Giving
$286K
-1.2% YoY
Grant Count
11
+10.0% YoY
Avg Grant Size
$26K
-10.2% 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 2023. As of 2023, the organization holds $9.5M in total assets. In 2023, it awarded 11 grants totaling $286K. Net investment income was $82K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $9,478,962 | $6,556,536 | $4,089,891 |
| Revenue | $9,879,487 | $11,405,453 | $16,447,154 |
| Expenses | $9,058,944 | $8,870,682 | $15,158,017 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $81,840 | $7,674 | $1,338 |
| Distributable Amount | — | — | — |
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 2023
Grant Size Distribution
71 grants across all recorded years
Open Grants
1 open opportunity from Southeast Texas Regional Advisory
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LORI UPTON | CHIEF EXEC O | 40 | $230,786 |
| TODD CALIVA | BOARD MEMBER | 1 | — |
| JAMES CAMPBELL | VICE CHAIRMA | 5 | — |
| DEAN CASBURN | BOARD MEMBER | 1 | — |
| JUSTIN CUDE | BOARD MEMBER | 1 | — |
| TOM FLANAGAN | VICE CHAIRMA | 5 | — |
| MICHAEL FURRH | BOARD MEMBER | 1 | — |
| RHONDA GETSCHMAN | BOARD MEMBER | 1 | — |
| CHRISTY GONZALES | BOARD MEMBER | 1 | — |
| BENJAMIN OEI MD | BOARD MEMBER | 1 | — |
| BRENT KAZINY MD | MEMBER AT LA | 5 | — |
| DAVID PERSSE MD | CHAIRMAN | 5 | — |
| STEVEN BRASS MD | BOARD MEMBER | 1 | — |
| SYED RAZA MD | BOARD MEMBER | 1 | — |
| WALTER MORROW | SECRETARY | 5 | — |
| MARK SLOAN | BOARD MEMBER | 1 | — |
| LON SQUYRES | TREASURER | 5 | — |
| WAYNE VOSS | BOARD MEMBER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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