Civic Intelligence

The Setrac Foundation

EIN 82-4197811 • 501(c)3 • Houston, TX

Profile

The Foundation was organized in Texas in December 2017 for charitable and educational purposes. The Foundation recieved income tax exempt status within the meaning of Section 501(c)(3) of the Internal Revenue Code in September 2019, effective on the date of the Foundation's inception.

1111 North Loop West 160Houston, TX 77008

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

47th percentile

3.0%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,373,793

Up $39,858 (+3.0%) from 2023

Liabilities

Down

$0

Down $5,461 (-100%) from 2023

Net Assets

Up

$1,373,793

Up $45,319 (+3.4%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

Down

$47,903

Down $234,296 (-83%) from 2023

Expenses

Down

$2,594

Down $1,216 (-32%) from 2023

Net Income

Down

$45,309

Down $233,080 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2021: $50,000Liabilities 2021: $1,857Net Assets 2021: $48,1432021Assets 2022: $1,051,942Liabilities 2022: $1,847Net Assets 2022: $1,050,0952022Assets 2023: $1,333,935Liabilities 2023: $5,461Net Assets 2023: $1,328,4742023Assets 2024: $1,373,793Liabilities 2024: $0Net Assets 2024: $1,373,7932024

Highlighted filing

2024

Assets$1,373,793
Liabilities$0
Net Assets$1,373,793
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2021: $02021Revenue 2022: $1,003,838Expenses 2022: $1,886Net Income 2022: $1,001,9522022Revenue 2023: $282,199Expenses 2023: $3,810Net Income 2023: $278,3892023Revenue 2024: $47,903Expenses 2024: $2,594Net Income 2024: $45,3092024

Highlighted filing

2024

Revenue$47,903
Expenses$2,594
Net Income$45,309
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,373,793
Liabilities
$0
Net assets
$1,373,793
Revenue
$47,903
Expenses
$2,594
Net income
$45,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.33$0.28$0.00$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.00$0.00$1.00
2021Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 11, 2025
Return Version
2023v6.0
Gross Receipts
$47,903
Mission and Program Overview

Mission

The Foundation was organized in Texas in December 2017 for charitable and educational purposes. The Foundation received income tax exempt status within the meaning of Section 501(c)(3) of the Internal Revenue Code in September 2019, effective on the date of the Foundation's inception.

The Foundation is organized to support and benefit the SouthEast Texas Regional Advisory Council (SETRAC), a Texas nonprofit corporation, that is exempt as an organization described in Section 501(c)(3) of the Internal Revenue Code, and is a public charity described in Section 509(a)(1). This includes raising funds for the ultimate benefit of SETRAC, managing and investment of endowment funds of SETRAC, guaranty loans to SETRAC, and the establishment of spending or distribution policies regarding endowments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,029,079$1,373,793▲ $344,714
Rtn Earn Endowment Incm Other Fnds$1,328,474$1,373,793▲ $45,319
Cash and Non-Interest-Bearing Accounts$304,856$0▼ $304,856
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,333,935$1,373,793▲ $39,858
Other Assets Total-$0-
Liabilities
Other Liabilities$5,461--
Total Liabilities$5,461$0▼ $5,461
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,328,474$1,373,793▲ $45,319
Total Liabilities and Net Assets / Fund Balance$1,333,935$1,373,793▲ $39,858
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
David PersseChairman
Tom FlanaganVice-Chairman
Fred AdamsDirector
Kenneth MattoxDirector
Sally RayDirector
Lon D SquyresSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$7,540
Program Service Revenue
$0
Investment Income
$40,363
Other Revenue
$0
All Other Contributions
$200
Change in Net Assets
$45,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,594
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$1,410-$1,410
Other Expenses-$33-$33
Total Functional Expenses$0$2,594$0$2,594
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Form 990 is provided to Lori Upton, CEO of The SouthEast Regional Advisory Council, for review prior to its submission.”

Form 990, Part VI, Section B, Line 12C

“Conflict of Interest forms are required by all members of the Board of Directors and are filed with the Foundation annually.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are made available per request and approval of the Board of Directors.”

Filing and Contact Details

Filer

Filer Name
The SETRAC Foundation
EIN
82-4197811
Phone
2818224450
Address
1111 North Loop West 160, Houston, TX 77008

Signing Officer

Name
Lon D Squyres
Title
Secretary/Treas
Signed
2025-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Persse MD
Formed
2017
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Brenner Global Associates LLC
Address
4025 Feather Lakes Way No 6161, Kingwood, TX 77339
Preparer
James F Brenner
Phone
2813602800
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is provided to Lori Upton, CEO of The SouthEast Regional Advisory Council, for review prior to its submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of Interest forms are required by all members of the Board of Directors and are filed with the Foundation annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, policies and financial statements are made available per request and approval of the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0760419172
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Emergency preparedness
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01111 North Loop West 160
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Houston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0770085806
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0The Foundation and the SouthEast Texas Regional Advisory Council (SETRAC) entered into a management services agreement effective December 14, 2018. This agreement calls for the SETRAC to provide personnel and office facilities for the administrative and business affairs of the Foundation.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Management Services Agreement
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01333935
IRS990/TotalAssetsEOYAmt01373793
IRS990/TotalAssetsGrp/BOYAmt01333935
IRS990/TotalAssetsGrp/EOYAmt01373793
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07540
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02594
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02594
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05461
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt05461
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01328474
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01373793
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040363
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt047903
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01333935
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01373793
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lon D Squyres
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The SETRAC Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SETR
ReturnHeader/Filer/EIN0824197811
ReturnHeader/Filer/PhoneNum02818224450
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 North Loop West 160
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273210390
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brenner Global Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04025 Feather Lakes Way No 6161
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kingwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077339
ReturnHeader/PreparerPersonGrp/PhoneNum02813602800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James F Brenner
ReturnHeader/ReturnTs02025-07-11T12:44:26-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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