Civic Intelligence

Episcopal Health Foundation

990 • Fiscal year 2020 • EIN 46-2599162

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profilewww.episcopalhealth.org
500 Fannin Ste 300Houston, TX 77002

(713) 225-0900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.01x

Higher debt load relative to assets than 7% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.49x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Net Margin

8th percentile

-10%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Top Officer Pay

14th percentile

$623,068

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Asset Growth

47th percentile

9.2%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-4.6%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$1,459,982,012

Up $122,992,032 (+9.2%) from 2019

Net Assets

Up

$1,439,114,488

Up $143,197,675 (+11%) from 2019

Liabilities

Down

$20,867,524

Down $20,205,643 (-49%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Down

$42,335,295

Down $2,056,141 (-4.6%) from 2019

Expenses

Down

$46,612,745

Down $8,828,579 (-16%) from 2019

Net Income

Up

-$4,277,450

Up $6,772,438 (+61%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2013: $1,134,998,478Liabilities 2013: $27,242,980Net Assets 2013: $1,107,755,4982013Assets 2014: $1,159,244,608Liabilities 2014: $27,459,917Net Assets 2014: $1,131,784,6912014Assets 2015: $1,103,248,916Liabilities 2015: $25,469,808Net Assets 2015: $1,077,779,1082015Assets 2016: $1,157,320,998Liabilities 2016: $26,735,039Net Assets 2016: $1,130,585,9592016Assets 2017: $1,269,135,689Liabilities 2017: $32,964,242Net Assets 2017: $1,236,171,4472017Assets 2018: $1,185,959,335Liabilities 2018: $32,704,493Net Assets 2018: $1,153,254,8422018Assets 2019: $1,336,989,980Liabilities 2019: $41,073,167Net Assets 2019: $1,295,916,8132019Assets 2020: $1,459,982,012Liabilities 2020: $20,867,524Net Assets 2020: $1,439,114,4882020Assets 2021: $1,600,322,099Liabilities 2021: $25,267,709Net Assets 2021: $1,575,054,3902021Assets 2022: $1,099,678,117Liabilities 2022: $27,505,572Net Assets 2022: $1,072,172,5452022Assets 2023: $1,173,234,386Liabilities 2023: $18,764,977Net Assets 2023: $1,154,469,4092023Assets 2024: $1,224,869,133Liabilities 2024: $12,999,941Net Assets 2024: $1,211,869,1922024

Highlighted filing

2020

Assets$1,459,982,012
Liabilities$20,867,524
Net Assets$1,439,114,488
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5B$1.0B$500M$0-$500MRevenue 2013: $1,258,401,418Expenses 2013: $198,167,203Net Income 2013: $1,060,234,2152013Revenue 2014: $56,674,287Expenses 2014: $21,038,628Net Income 2014: $35,635,6592014Revenue 2015: $16,521,793Expenses 2015: $29,296,856Net Income 2015: -$12,775,0632015Revenue 2016: $8,914,711Expenses 2016: $33,862,543Net Income 2016: -$24,947,8322016Revenue 2017: $34,319,371Expenses 2017: $51,584,159Net Income 2017: -$17,264,7882017Revenue 2018: $51,592,371Expenses 2018: $46,680,097Net Income 2018: $4,912,2742018Revenue 2019: $44,391,436Expenses 2019: $55,441,324Net Income 2019: -$11,049,8882019Revenue 2020: $42,335,295Expenses 2020: $46,612,745Net Income 2020: -$4,277,4502020Revenue 2021: $131,634,390Expenses 2021: $57,642,852Net Income 2021: $73,991,5382021Revenue 2022: $55,124,556Expenses 2022: $311,385,185Net Income 2022: -$256,260,6292022Revenue 2023: $29,297,302Expenses 2023: $56,031,087Net Income 2023: -$26,733,7852023Revenue 2024: $88,717,449Expenses 2024: $57,398,786Net Income 2024: $31,318,6632024

Highlighted filing

2020

Revenue$42,335,295
Expenses$46,612,745
Net Income-$4,277,450
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$42,456,286
Mission and Program Overview

Mission

To advance the Kingdom of God, with specific focus on human health and well-being, through grants, research and initiatives in support of the mission of the Episcopal Diocese of Texas.

To advance the Kingdom of God with specific focus on human health and well-being, through grants, research and initiatives in support of the mission of the Episcopal Diocese of Texas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,293,636,744$1,423,890,055▲ $130,253,311
Savings and Temporary Cash Investments$34,417,204$22,378,601▼ $12,038,603
Land, Buildings, and Equipment, Net$8,807,856$8,191,962▼ $615,894
Investments Program Related-$5,315,000-
Prepaid Expenses and Deferred Charges$121,109$204,709▲ $83,600
Accounts Receivable$7,067$1,685▼ $5,382
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,336,989,980$1,459,982,012▲ $122,992,032
Other Assets Total-$0-
Liabilities
Grants Payable$24,515,493$14,747,889▼ $9,767,604
Other Liabilities$16,000,000$5,148,350▼ $10,851,650
Accounts Payable and Accrued Expenses$557,674$971,285▲ $413,611
Total Liabilities$41,073,167$20,867,524▼ $20,205,643
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,295,916,813$1,439,114,488▲ $143,197,675
Total Net Assets Fund Balance$1,295,916,813$1,439,114,488▲ $143,197,675
Total Liabilities and Net Assets / Fund Balance$1,336,989,980$1,459,982,012▲ $122,992,032

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,240,465$3,457,574$10,698,039
Land$750,000-$750,000
Equipment$135,281$333,558$468,839
Other Land Buildings$66,216$120,138$186,354
Investment Program Related Org$250,000--
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David FisherAsst. TreasurerPT$549,167$73,901$623,068
Lisa MadryDirector COM EngagementFT$256,712$55,404$312,116
Elena M MarksPresident & CEOFT$251,384$37,157$288,541
Robert SasserChief Comm OfficerFT$241,655$44,665$286,320
Linda Riley MitchellTreasurerPT$135,790$44,521$180,311
Jo Z CarcedoVP GrantsFT$144,989$27,581$172,570

Board Members and Trustees

NameTitle
Rt Rev C Andrew DoyleChair
Linnet DeilyExecutive Chair
Bill MontgomeryDirector
Bobby ReevesDirector
David HarvinDirector
George Roberts JrDirector
Jim HendersonDirector
Katie WrightDirector
Lisa HinesDirector
Michelle LynDirector
Neil WillardDirector
Precious Williams OwodunniDirector
Robert T BlakelyDirector
Thomas OrtizDirector
Susybelle GossleeChief Admn Officer
Deborah RobinsonSecretary
Shao-Chee SimVP Research

Highest Paid Contractors

ContractorServicesLocationCompensation
SSRS IncConsulting155 Gaither Dr Suite A, Mt Laurel, NJ 08054$647,865
Social Finance IncConsulting10 Milk St Suite 1010, Boston, MA 02108$260,000
Fitch & Associates LLCConsulting2901 Williamsburg Ter, Platte City, MO 64079$171,469
Texas Star AllianceConsulting3652 Chevy Chase Dr, Houston, TX 77019$150,000
Hamilton Place StrategiesConsulting805 15th St NW 200, Washington, DC 20005$141,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$42,288,490
Other Revenue
$46,805
Change in Net Assets
$-4,277,450

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,831,832
Revenue Not Reported on Financial Statements
$7,503,463
Revenue Not Reported on Form 990
$147,580,333
Total Revenue per Audited Statements
$182,412,165
Total Revenue per Form 990
$42,335,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,518,966
Other Expenses$13,507,600
Salaries, Compensation, and Employee Benefits$4,586,179
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,518,966--$28,518,966
Fees for Service Investment Mgmnt Fees-$7,503,463-$7,503,463
Other Salaries and Wages$2,480,365$555,535-$3,035,900
Fees for Services Other$1,522,367$217,846-$1,740,213
Current Officers, Directors, Trustees, and Key Employees$498,455$124,613-$623,068
Depreciation Depletion$524,579$97,770-$622,349
Other Employee Benefits$343,451$77,836-$421,287
Pension Plan Contributions$219,191$49,077-$268,268
Payroll Taxes$193,548$44,108-$237,656
Information Technology$196,188$17,629-$213,817
Occupancy$121,921$26,660-$148,581
Advertising-$110,588-$110,588
Insurance$15,101$61,714-$76,815
Office Expenses$12,206$57,724-$69,930
Conferences and Meetings$42,390$10,975-$53,365
Fees for Services Accounting-$45,550-$45,550
Other Expenses$1,864,430$42,679-$42,679
All Other Expenses$28,017$6,168-$34,185
Travel$17,884$3,717-$21,601
Fees for Services Legal-$8,922-$8,922
Total Functional Expenses$36,599,059$10,013,686$0$46,612,745

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$46,612,745
Total Expenses per Audited Statements$39,214,490
Expenses per Audited Statements$39,109,282
Expenses Not Reported on Financial Statements$7,503,463
Expenses Not Reported on Form 990$105,208
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
EDOT Financial Services CorpHouston, TX501(c)(3)Expand Health Coverage & Benefits$5,000,000
Episcopal Diocese of TexasHouston, TX501(c)(3)COVID-19 Relief Fund$2,000,000
Episcopal Diocese of TexasHouston, TX501(c)(3)Harvey Relief; Other$898,806
Lone Star Circle of CareGeorgetown, TX501(c)(3)Support Comprehensive Clinics$600,000
Mental Health America of Greater HoustonHouston, TX501(c)(3)Support Comprehensive Clinics$600,000
Northwest Assistance MinistriesHouston, TX501(c)(3)Work Upstream$500,000
Planned Parenthood Greater TXDallas, TX501(c)(3)Support Comprehensive Clinics$450,000
Planned Parenthood Gulf Coast IncHouston, TX501(c)(3)Support Comprehensive Clinics$450,000
The RoseHouston, TX501(c)(3)Support Comprehensive Clinics$400,000
Texas Childrens HospitalHouston, TX501(c)(3)Building Brain Dev-Community Orgs$395,000
Peoples Community ClinicAustin, TX501(c)(3)Building Brain Development-Provider$330,638
Tejas Health CareLa Grange, TX501(c)(3)Support Comprehensive Clinics$309,050
Austin Interfaith Sponsoring CommitteeAustin, TX501(c)(3)Raise Community Voices$300,000
Gulf Coast Leadership Council GCLCHouston, TX501(c)(3)Raise Community Voices$300,000
Vecino Health CentersHouston, TX501(c)(3)Support Comprehensive Clinics$281,500
Healthy Women Houston-GHCFHouston, TX501(c)(3)Work Upstream$280,000
Epiphany Community Health OutreachHouston, TX501(c)(3)Expand Health Coverage & Benefits$255,000
BakerRipleyHouston, TX501(c)(3)Raise Community Voices$250,000
Equidad ATX IncAustin, TX501(c)(3)Raise Community Voices$250,000
Houston Immigration Legal SvsHouston, TX501(c)(3)Expand Health Coverage & Benefits$250,000
Texas Organizing Project Education FundSan Antonio, TX501(c)(3)Raise Community Voices$250,000
The Harris Center for Mental HealthHouston, TX501(c)(3)Support Comprehensive Clinics$250,000
The University of Texas Health ScienceHouston, TX170(c)Building Brain Dev-Community Orgs$250,000
The Texas Campaign to Prevent Teen PregAustin, TX501(c)(3)Support Comprehensive Clinics$225,000
Childrens Defense FundWashington, DC501(c)(3)Expand Health Coverage & Benefits$212,500
Avenue Community Development CorporationHouston, TX501(c)(3)Support Chg in Healthcare Financing$210,000
Bastrop County CaresBastrop, TX501(c)(3)Support Chg in Healthcare Financing$210,000
Communities Foundation of Texas IncDallas, TX501(c)(3)Raise Community Voices$210,000
Lone Star Circle of CareGeorgetown, TX501(c)(3)Support Change in Healthcare Financ$210,000
Sabine Valley Regional MHMR CenterLongview, TX501(c)(3)Support Chg in Healthcare Financing$210,000
The Texas A&M University System HealthBryan, TX170(c)Support Chg in Healthcare Financing$210,000
Williamson County and Cities Health DistRound Rock, TX170(c)Support Chg in Healthcare Financing$210,000
AVANCE AustinAustin, TX501(c)(3)Building Brain Dev-Community Orgs$200,000
Episcopal Relief and DevelopmentNew York, NY501(c)(3)Building Brain Dev-Community Orgs$200,000
Rupani FoundationHouston, TX501(c)(3)Building Brain Dev-Community Orgs$200,000
Young InvinciblesHouston, TX501(c)(3)Raise Community Voices$200,000
SEARCH Homeless ServicesHouston, TX501(c)(3)Expand Health Coverage & Benefits$193,226
Fort Bend Family Health CtrRichmond, TX501(c)(3)COVID-19 Business Continuity Fund$185,000
Legacy Community HealthHouston, TX501(c)(3)COVID-19 Business Continuity Fund$185,000
Lone Star Circle of CareGeorgetown, TX501(c)(3)COVID-19 Business Continuity Fund$185,000
Matagorda Episcopal Health Outreach ProgBay City, TX501(c)(3)COVID-19 Business Continuity Fund$185,000
Spring Branch Community Health CenterHouston, TX501(c)(3)COVID-19 Business Continuity Fund$185,000
Stephen F Austin Comm HealthPearland, TX501(c)(3)COVID-19 Business Continuity Fund$185,000
Vecino Health CentersHouston, TX501(c)(3)COVID-19 Business Continuity Fund$185,000
Waco Family MedicineWaco, TX501(c)(3)COVID-19 Business Continuity Fund$185,000
Healthcare for the Homeless - HoustonHouston, TX501(c)(3)Support Comprehensive Clinics$180,000
Memorial Hermann Community Benefit CorpHouston, TX501(c)(3)Work Upstream$178,983
Santa Maria Hostel IncHouston, TX501(c)(3)Building Brain Dev-Community Orgs$175,000
AAHC of Greater Houston AreaHouston, TX501(c)(3)COVID-19 Business Continuity Fund$170,000
Angelina County & Cities Health DistrictLufkin, TX170(c)Building Brain Dev-Community Orgs$170,000
El Centro de CorazonHouston, TX501(c)(3)COVID-19 Business Continuity Fund$170,000
Peoples Community ClinicAustin, TX501(c)(3)COVID-19 Business Continuity Fund$170,000
Peoples Community ClinicAustin, TX501(c)(3)Work Upstream$162,675
Fort Bend Family Health CtrRichmond, TX501(c)(3)Work Upstream$160,000
Lone Star Circle of CareGeorgetown, TX501(c)(3)Work Upstream$160,000
Lone Star Family Health CenterConroe, TX501(c)(3)Work Upstream$160,000
Waco Family MedicineWaco, TX501(c)(3)Work Upstream$160,000
East Texas Border Health ClinicMarshall, TX501(c)(3)Work Upstream$155,000
Center for Urban TransformationHouston, TX501(c)(3)Raise Community Voices$150,000
Childrens Defense FundWashington, DC501(c)(3)Raise Community Voices$150,000
Every TexanAustin, TX501(c)(3)Expand Health Coverage & Benefits$150,000
Samaritan Counseling Ctr E TXTyler, TX501(c)(3)Strengthen Rural Health$150,000
The Council on RecoveryHouston, TX501(c)(3)Support Comprehensive Clinics$150,000
The Beacon of Downtown HoustonHouston, TX501(c)(3)COVID-19 Business Continuity Fund$145,187
Sabine Valley Regional MHMR CenterLongview, TX501(c)(3)COVID-19 Business Continuity Fund$144,027
Santa Maria Hostel IncHouston, TX501(c)(3)COVID-19 Business Continuity Fund$140,000
Bluebonnet Trails Community ServicesRound Rock, TX501(c)(3)Raise Community Voices$135,000
SEARCH Homeless ServicesHouston, TX501(c)(3)COVID-19 Business Continuity Fund$133,383
Boat People SOS IncHouston, TX501(c)(3)Expand Health Coverage & Benefits$130,000
Epiphany Community Health OutreachHouston, TX501(c)(3)COVID-19 Business Continuity Fund$130,000
MAM Memorial Assistance MinistriesHouston, TX501(c)(3)COVID-19 Business Continuity Fund$130,000
Northeast Texas Public Health DistrictTyler, TX170(c)Work Upstream$130,000
Health Care For Special PopulationsHouston, TX501(c)(3)Support Chg in Healthcare Financing$125,000
TexProtectsDallas, TX501(c)(3)Building Brain Dev-Community Orgs$125,000
The Immunization Partnership TIPLeague City, TX501(c)(3)Raise Community Voices$125,000
Young InvinciblesHouston, TX501(c)(3)COVID-19 Business Continuity Fund$117,260
Communities for Better HealthHouston, TX501(c)(3)Raise Community Voices$115,400
Texas 2036Dallas, TX501(c)(3)Support Chg in Healthcare Financing$110,000
Waco Family MedicineWaco, TX501(c)(3)Building Brain Development-Provider$108,300
Planned Parenthood Gulf Coast IncHouston, TX501(c)(3)COVID-19 Business Continuity Fund$104,800
Andrews CenterTyler, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
Austin Travis Cty Ment HealthAustin, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
Avenue 360 Health & WellnessHouston, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
Baylor College of Medicine - Teen HealthHouston, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
Baylor College of Medicine - Teen HealthHouston, TX501(c)(3)Support Comprehensive Clinics$100,000
CommUnityCareAustin, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
East Texas Border Health ClinicMarshall, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
Mama Sana Vibrant WomanAustin, TX501(c)(3)Support Comprehensive Clinics$100,000
Northwest Assistance MinistriesHouston, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
Spindletop Center MHMRBeaumont, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
The Council on RecoveryHouston, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
The RoseHouston, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
The Texas Campaign to Prevent Teen PregAustin, TX501(c)(3)COVID-19 Business Continuity Fund$100,000
BakerRipleyHouston, TX501(c)(3)COVID-19 Business Continuity Fund$97,325
Samaritan Counseling Ctr E TXTyler, TX501(c)(3)COVID-19 Business Continuity Fund$95,000
Samaritan Counseling SE TXPort Arthur, TX501(c)(3)COVID-19 Business Continuity Fund$92,900
Nurse Family PartnershipDenver, CO501(c)(3)COVID-19 Business Continuity Fund$92,800
Northeast Texas Public Health DistrictTyler, TX170(c)COVID-19 Business Continuity Fund$92,300
Angelina County & Cities Health DistrictLufkin, TX170(c)COVID-19 Business Continuity Fund$90,000
Casa MarianellaAustin, TX501(c)(3)COVID-19 Business Continuity Fund$90,000
Light & Salt AssociationHouston, TX501(c)(3)Expand Health Coverage & Benefits$89,216
Texas Pediatric SocietyAustin, TX501(c)(3)Building Brain Development-Provider$88,000
Lone Star Family Health CenterConroe, TX501(c)(3)COVID-19 Business Continuity Fund$85,846
The Beacon of Downtown HoustonHouston, TX501(c)(3)Expand Health Coverage & Benefits$83,519
Samaritan Counseling SE TXPort Arthur, TX501(c)(3)Strengthen Rural Health$83,500
Every TexanAustin, TX501(c)(3)COVID-19 Business Continuity Fund$77,810
Andrews CenterTyler, TX501(c)(3)Support Comprehensive Clinics$75,000
Healthy Futures of TexasSan Antonio, TX501(c)(3)Raise Community Voices$75,000
Mental Health America of Greater HoustonHouston, TX501(c)(3)COVID-19 Business Continuity Fund$75,000
Project HOPE-The People to PeBethesda, MD501(c)(3)Support Chg in Healthcare Financing$75,000
Texana CenterRosenberg, TX501(c)(3)COVID-19 Business Continuity Fund$75,000
The George Washington UniversityWashington, DC501(c)(3)Support Chg in Healthcare Financing$75,000
Foundation CommunitiesAustin, TX501(c)(3)COVID-19 Business Continuity Fund$70,000
GAVA Go AustinVamos AustinAustin, TX501(c)(3)COVID-19 Business Continuity Fund$70,000
Planned Parenthood Greater TXDallas, TX501(c)(3)COVID-19 Business Continuity Fund$65,000
Gulf Coast Leadership Council GCLCHouston, TX501(c)(3)COVID-19 Business Continuity Fund$61,300
Austin Interfaith Sponsoring CommitteeAustin, TX501(c)(3)COVID-19 Business Continuity Fund$60,600
Texas Interfaith Center for Public PolAustin, TX501(c)(3)Raise Community Voices$60,000
United Way for Greater AustinAustin, TX501(c)(3)Raise Community Voices$56,700
North Pasadena Community OutreachPasadena, TX501(c)(3)COVID-19 Business Continuity Fund$56,062
Episcopal Relief and DevelopmentNew York, NY501(c)(3)COVID-19 Business Continuity Fund$50,000
Family Service Center-Gal CtyGalveston, TX501(c)(3)COVID-19 Business Continuity Fund$50,000
Partners in ParentingAustin, TX501(c)(3)Building Brain Dev-Community Orgs$50,000
St Paul Childrens FoundationTyler, TX501(c)(3)COVID-19 Business Continuity Fund$50,000
Tejas Health CareLa Grange, TX501(c)(3)COVID-19 Business Continuity Fund$50,000
Rupani FoundationHouston, TX501(c)(3)COVID-19 Business Continuity Fund$32,000
Communities for Better HealthHouston, TX501(c)(3)COVID-19 Business Continuity Fund$30,580
AVANCE AustinAustin, TX501(c)(3)COVID-19 Business Continuity Fund$30,000
The Immunization Partnership TIPLeague City, TX501(c)(3)COVID-19 Business Continuity Fund$30,000
Avenue Community Development CorporationHouston, TX501(c)(3)COVID-19 Business Continuity Fund$25,500
Childrens Defense FundWashington, DC501(c)(3)COVID-19 Business Continuity Fund$25,000
Mama Sana Vibrant WomanAustin, TX501(c)(3)COVID-19 Business Continuity Fund$25,000
Network Of Behavioral Health Providers IHouston, TX501(c)(3)COVID-19 Business Continuity Fund$25,000
Palacios Community Medical CenterPalacios, TX501(c)(3)COVID-19 Business Continuity Fund$25,000
Partners in ParentingAustin, TX501(c)(3)COVID-19 Business Continuity Fund$22,320
Texas Organizing Project Education FundSan Antonio, TX501(c)(3)COVID-19 Business Continuity Fund$20,000
Neighborhood Recovery CDCHouston, TX501(c)(3)COVID-19 Business Continuity Fund$18,000
AAHC of Greater Houston AreaHouston, TX501(c)(3)Work Upstream$10,000
Boat People SOS IncHouston, TX501(c)(3)COVID-19 Business Continuity Fund$10,000
CommUnityCareAustin, TX501(c)(3)Work Upstream$10,000
Doctors for ChangeHouston, TX501(c)(3)Support Comprehensive Clinics$10,000
El Centro de CorazonHouston, TX501(c)(3)Work Upstream$10,000
Grantmakers in HealthWashington, DC501(c)(3)Other$10,000
Matagorda Episcopal Health Outreach ProgBay City, TX501(c)(3)Work Upstream$10,000
Philanthropy SouthwestDallas, TX501(c)(3)Other$10,000
Seminary of the SouthwestAustin, TX501(c)(3)Strengthen Rural Health$10,000
Society of General Internal MedicineAlexandria, VA501(c)(3)Work Upstream$10,000
Special Health Resources for Texas IncLongview, TX501(c)(3)Work Upstream$10,000
Stephen F Austin Comm HealthPearland, TX501(c)(3)Work Upstream$10,000
Texas Democracy FoundationAustin, TX501(c)(3)Work Upstream$10,000
The College of Edu-UT AustinAustin, TX170(c)Building Brain Development-Provider$10,000
Waco FoundationWaco, TX501(c)(3)Strengthen Rural Health$10,000
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for losses per Def. Agreement$5,148,350
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

“Episcopal Health Foundation (EHF) has an Executive Committee that includes the Board Chair (who serves as Executive Committee Chair), the Executive Chair, and four other members of the Board appointed by the Chair of the Board. The Committee may meet at stated times or by notice. During intervals between meetings of the Board of Directors, the Executive Committee has and may exercise the powers of the Board of Directors in the management of the business and affairs of EHF.”

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Bishop Andrew Doyle, David Fisher and Linda Mitchell are employed by the Episcopal Diocese of Texas in senior positions.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The Episcopal Diocese of Texas is the sole member of EHF. The authority of the Diocese is vested in the Bishop, the Council of the Diocese, and a standing committee.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“EHF's sole member has the right to elect or remove directors of EHF.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“EHF's sole member must approve the following: 1. Amendments to the certificate of formation and bylaws; 2. The merger of EHF with any other organization or entity; 3. The conversion of EHF; 4. The sale, transfer, assignment, or disposition of substantially all of EHF's assets; and 5. The dissolution, winding up, and termination of EHF.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“EHF's President/CEO presents the draft 990 to the board prior to filing with IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each director, officer, and member of a committee is required to annually sign a statement which affirms that such person has received a copy of the COI policy, has read and understands the policy, and agrees to comply with the policy (including the requirement to disclose any potential conflicts).”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“An independent consultant was retained to evaluate compensation for the President/CEO and senior management. The Compensation Committee meets to discuss the CEO's compensation which is ultimately approved by the board of directors.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“An independent consultant was retained to evaluate compensation for senior management. The Compensation Committee meets to discuss the results of the top four highest paid employees. Staff compensation is determined by the CEO.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request at the front desk office of EHF.”

Filing and Contact Details

Filer

Filer Name
Episcopal Health Foundation
EIN
46-2599162
Phone
7132250900
Address
500 Fannin Ste 300, Houston, TX 77002

Signing Officer

Name
Elena M Marks
Title
President & CEO
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elena M Marks
Formed
2013
Legal Domicile
TX
Voting Board Members
16
Independent Board Members
14
Employees
31
Volunteers
14

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Rental expenses $105208”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Rental expenses $105208”

Raw XML AppendixShowing 400 of 2,314 raw XML fields

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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,459,982,012
Liabilities
$20,867,524
Net assets
$1,439,114,488
Revenue
$42,335,295
Expenses
$46,612,745
Net income
-$4,277,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,225$13.0$1,212$88.7$57.4$31.3
2023Detailed filing. Detailed filing data is available for this year.$1,173$18.8$1,154$29.3$56.0$26.7
2022Detailed filing. Detailed filing data is available for this year.$1,100$27.5$1,072$55.1$311$256
2021Detailed filing. Detailed filing data is available for this year.$1,600$25.3$1,575$132$57.6$74.0
2020Detailed filing. Detailed filing data is available for this year.$1,460$20.9$1,439$42.3$46.6$4.28
2019Detailed filing. Detailed filing data is available for this year.$1,337$41.1$1,296$44.4$55.4$11.0
2018Detailed filing. Detailed filing data is available for this year.$1,186$32.7$1,153$51.6$46.7$4.91
2017Detailed filing. Detailed filing data is available for this year.$1,269$33.0$1,236$34.3$51.6$17.3
2016Detailed filing. Detailed filing data is available for this year.$1,157$26.7$1,131$8.91$33.9$24.9
2015Detailed filing. Detailed filing data is available for this year.$1,103$25.5$1,078$16.5$29.3$12.8
2014Detailed filing. Detailed filing data is available for this year.$1,159$27.5$1,132$56.7$21.0$35.6
2013Summary only. Only limited summary data is available for this year.$1,135$27.2$1,108$1,258$198$1,060