Nonprofit · EIN 74-2411017
USAA EDUCATIONAL FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78288
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $6,246,371 | $5,354,231 | $892,140 | $114,964,812 | $794,456 | $114,170,356 |
| December 31, 2023 | 990-PF | $5,652,279 | $5,386,048 | $266,231 | $110,108,869 | $735,330 | $109,373,539 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $3,284,540
- Net gain from sales of assets
- $2,961,831
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $787,020
- Salaries, compensation and benefits (total)
- $1,184,813
- Disbursements for charitable purposes
- $5,157,905
- Excise tax on investment income
- $85,847
Balance sheet and other
- Total assets, start of year
- $110,108,869
- Total assets, end of year
- $114,964,812
- Total liabilities, end of year
- $794,456
- Net assets, end of year
- $114,170,356
- Fair market value of assets
- $114,964,812
- Qualifying distributions
- $5,157,905
- Net investment income
- $6,246,371
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 | Other / benefits |
|---|---|---|---|---|
| David Evetts 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | President | 55 | $396,229 | $19,311 |
| Duke Nave 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Finance Officer | 40 | $229,516 | $22,499 |
| Steven Georgoulakis 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Prod Mgmt. Director Highest-paid employee | 40 | $209,388 | $24,700 |
| Mandi Moynihan 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Program Manager Lead Highest-paid employee | 40 | $188,649 | $15,916 |
| Pressy Long 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Program Manager Lead Highest-paid employee | 40 | $170,185 | $13,322 |
| Catherine Casey-Macias 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Program Manager Lead Highest-paid employee | 40 | $165,754 | $13,507 |
| Renee Joseph 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Risk Officer | 40 | $161,275 | $7,847 |
| Jeff Jurgemeyer 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Program Manager Lead Highest-paid employee | 40 | $150,341 | $17,110 |
| Ameesh Vakharia 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Chair | 0.25 | $0 | $0 |
| Lindsey ONeill 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Vice Chair | 0.25 | $0 | $0 |
| Brad Weber 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Treasurer | 0.25 | $0 | $0 |
| David Cummings 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director | 0.25 | $0 | $0 |
| Dan Goldenberg 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director | 0.25 | $0 | $0 |
| Michael Linnington 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director | 0.25 | $0 | $0 |
| Celie Niehaus 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Director | 0.25 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 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 |
| Suzanne Friday 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Secretary | 0.25 | $0 |
| Rebecca Martinez 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Assistant Tax Officer | 0.25 | $0 |
| Julie Puchot 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 782880115 | Assistant Tax Officer | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID EVETTS 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | ASSISTANT VICE PRESIDENT | 55 | $385,840 | $17,884 |
| DUKE NAVE 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 78288 | FINANCIAL LEAD Highest-paid employee | 40 | $216,928 | $21,386 |
| SCOTT HALLIWELL 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 78288 | PROGRAM MANAGER LEAD Highest-paid employee | 40 | $215,504 | $25,298 |
| STEVEN GEORGOULAKIS 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 78288 | PROD MGMT DIRECTOR Highest-paid employee | 40 | $202,894 | $24,188 |
| CHI CANTWELL 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 78288 | OPERATIONS LEAD Highest-paid employee | 40 | $181,632 | $19,748 |
| MANDI MOYNIHAN 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 78288 | PROGRAM MANAGER LEAD Highest-paid employee | 40 | $179,561 | $13,544 |
| AMEESH VAKHARIA 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | chair | 0.25 | $0 | $0 |
| BRAD WEBER 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | Treasurer | 0.25 | $0 | $0 |
| DAVID CUMMINGS 9800 FREDERICKSBURG RD, SAN ANTONIO, TX 78288 | DIRECTOR | 0.25 | $0 | $0 |
| Dana A Simmons 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | DIRECTOR | 0.25 | $0 | $0 |
| MARY STORK 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | DIRECTOR | 0.25 | $0 | $0 |
| LINDSEY O'NEILL 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | DIRECTOR/PRESIDENT | 0.25 | $0 | $0 |
| DOUG MONSKA 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | TAX OFFICER | 0.25 | $0 | $0 |
| JULIE PUCHOT 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | Assistant Tax Officer | 0.25 | $0 | $0 |
| REBECCA MARTINEZ 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | Assistant Tax Officer | 0.25 | $0 | $0 |
| MELINDA BLUNDELL 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | SECRETARY END: 03/2023 | 0.25 | $0 | $0 |
| CELIE NIEHAUS 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | DIRECTOR | 0.25 | $0 | $0 |
| SUZANNE FRIDAY 9800 FREDERICKSBURG RD, San Antonio, TX 78288 | SECRETARY START: 03/2023 | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9800 FREDERICKSBURG 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
- Website
- USAAEF.ORG
- 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
- 74-2411017
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $114,964,812
- Income (IRS master file)
- $14,832,531
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $6,246,371 | $5,354,231 | $114,964,812 | XML |
| 990-PF | December 2023 | $5,652,279 | $5,386,048 | $110,108,869 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 74-2411017).
Questions about USAA EDUCATIONAL FOUNDATION
- What is the EIN of USAA EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of USAA EDUCATIONAL FOUNDATION is 74-2411017.
- Is USAA EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to USAA EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does USAA EDUCATIONAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of USAA EDUCATIONAL FOUNDATION 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 USAA EDUCATIONAL FOUNDATION 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 USAA EDUCATIONAL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 20 people; 8 received compensation from the organization, the highest $396,229 (David Evetts, President).
- How much revenue does USAA EDUCATIONAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,246,371, expenses of $5,354,231 and total assets of $114,964,812 at year end.
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