Civic Intelligence

Episcopal Foundation of Dallas

EIN 75-6038552 • 501(c)3 • Dallas, TX

Profile

The foundation's mission is to strengthen and support faith communities by partnering wise investments with purposeful giving.

10000 N Central Expressway Ste 400Dallas, TX 75231

www.episcopalfoundationdallas.org

Siviq Scores

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

Liabilities / Assets

88th percentile

0.84x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

54.31x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

11th percentile

$88,200

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$44,263,219

Up $4,588,769 (+12%) from 2019

Liabilities

Up

$37,036,607

Up $3,777,790 (+11%) from 2019

Net Assets

Up

$7,226,612

Up $810,979 (+13%) from 2019

Operations
Liabilities / Revenue99th percentileNet Margin85th percentile

Revenue

Up

$681,981

Up $170,146 (+33%) from 2019

Expenses

Down

$423,976

Down $23,224 (-5.2%) from 2019

Net Income

Up

$258,005

Up $193,370 (+299%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$60M$40M$20M$0Assets 2011: $27,616,924Liabilities 2011: $23,380,327Net Assets 2011: $4,236,5972011Assets 2012: $30,171,303Liabilities 2012: $25,677,531Net Assets 2012: $4,493,7722012Assets 2013: $38,468,448Liabilities 2013: $33,301,102Net Assets 2013: $5,167,3462013Assets 2014: $39,887,287Liabilities 2014: $34,735,128Net Assets 2014: $5,152,1592014Assets 2015: $38,520,941Liabilities 2015: $33,465,382Net Assets 2015: $5,055,5592015Assets 2016: $40,493,990Liabilities 2016: $35,224,353Net Assets 2016: $5,269,6372016Assets 2017: $39,927,472Liabilities 2017: $33,928,661Net Assets 2017: $5,998,8112017Assets 2018: $34,787,459Liabilities 2018: $29,307,197Net Assets 2018: $5,480,2622018Assets 2019: $39,674,450Liabilities 2019: $33,258,817Net Assets 2019: $6,415,6332019Assets 2020: $44,263,219Liabilities 2020: $37,036,607Net Assets 2020: $7,226,6122020

Highlighted filing

2020

Assets$44,263,219
Liabilities$37,036,607
Net Assets$7,226,612
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $699,776Expenses 2011: $319,686Net Income 2011: $380,0902011Revenue 2012: $273,476Expenses 2012: $318,191Net Income 2012: -$44,7152012Revenue 2013: $564,386Expenses 2013: $320,082Net Income 2013: $244,3042013Revenue 2014: $424,657Expenses 2014: $451,159Net Income 2014: -$26,5022014Revenue 2015: $1,481,521Expenses 2015: $367,202Net Income 2015: $1,114,3192015Revenue 2016: $394,521Expenses 2016: $369,031Net Income 2016: $25,4902016Revenue 2017: $397,250Expenses 2017: $427,830Net Income 2017: -$30,5802017Revenue 2018: $611,857Expenses 2018: $437,702Net Income 2018: $174,1552018Revenue 2019: $511,835Expenses 2019: $447,200Net Income 2019: $64,6352019Revenue 2020: $681,981Expenses 2020: $423,976Net Income 2020: $258,0052020

Highlighted filing

2020

Revenue$681,981
Expenses$423,976
Net Income$258,005
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$44,263,219
Liabilities
$37,036,607
Net assets
$7,226,612
Revenue
$681,981
Expenses
$423,976
Net income
$258,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$44.3$37.0$7.23$0.68$0.42$0.26
2019Detailed filing. Detailed filing data is available for this year.$39.7$33.3$6.42$0.51$0.45$0.06
2018Detailed filing. Detailed filing data is available for this year.$34.8$29.3$5.48$0.61$0.44$0.17
2017Detailed filing. Detailed filing data is available for this year.$39.9$33.9$6.00$0.40$0.43$0.03
2016Detailed filing. Detailed filing data is available for this year.$40.5$35.2$5.27$0.39$0.37$0.03
2015Detailed filing. Detailed filing data is available for this year.$38.5$33.5$5.06$1.48$0.37$1.11
2014Detailed filing. Detailed filing data is available for this year.$39.9$34.7$5.15$0.42$0.45$0.03
2013Detailed filing. Detailed filing data is available for this year.$38.5$33.3$5.17$0.56$0.32$0.24
2012Summary only. Only limited summary data is available for this year.$30.2$25.7$4.49$0.27$0.32$0.04
2011Summary only. Only limited summary data is available for this year.$27.6$23.4$4.24$0.70$0.32$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$802,899
Mission and Program Overview

Mission

The foundation's mission is to strengthen and support faith communities by partnering wise investments with purposeful giving.

To strengthen and support faith communities by partnering wise investments with purposeful giving.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$39,302,262$43,876,935▲ $4,574,673
Cash and Non-Interest-Bearing Accounts$305,062$327,019▲ $21,957
Accounts Receivable$56,739$50,561▼ $6,178
Prepaid Expenses and Deferred Charges$3,194$2,908▼ $286
Land, Buildings, and Equipment, Net$2,500$1,103▼ $1,397
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$39,674,450$44,263,219▲ $4,588,769
Other Assets Total$4,693$4,693→ $0
Liabilities
Other Liabilities$33,252,403$37,031,212▲ $3,778,809
Accounts Payable and Accrued Expenses$6,414$5,395▼ $1,019
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$33,258,817$37,036,607▲ $3,777,790
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,413,883$7,224,862▲ $810,979
Net Assets With Donor Restrictions$1,750$1,750→ $0
Total Net Assets Fund Balance$6,415,633$7,226,612▲ $810,979
Total Liabilities and Net Assets / Fund Balance$39,674,450$44,263,219▲ $4,588,769

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,103$6,322$7,425
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pamela Fellows JamiesonExecutive DirectorPT$88,200$88,200

Board Members and Trustees

NameTitle
Philip M De BruynChair
Robbi Rice DietrichPresident
Kenneth HanksVice President
Andy WelchTrustee
Barbara McColmTrustee
Bishop George R SumnerTrustee
Elizabeth Jiggs FosterTrustee
Elizabeth TrupianoTrustee
Eugenia H KingTrustee
Langford KeithTrustee
Patrick CarriganTrustee
Rev Fabian VillalobosTrustee
Scott HancockTrustee
TJ McCoyTrustee
William C BeecherlTrustee
C JEDSON NauSecretary
Christopher S AyresTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,055
Program Service Revenue
$176,836
Investment Income
$396,189
Other Revenue
$2,901
All Other Contributions
$106,055
Change in Net Assets
$258,005

Audited Revenue Reconciliation

Revenue per Audited Statements
$675,660
Revenue Not Reported on Financial Statements
$6,321
Revenue Not Reported on Form 990
$552,974
Total Revenue per Audited Statements
$1,228,634
Total Revenue per Form 990
$681,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$215,499
Salaries, Compensation, and Employee Benefits$152,756
Other Expenses$55,721
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$215,499--$215,499
Current Officers, Directors, Trustees, and Key Employees$11,466$76,734-$88,200
Other Salaries and Wages$20,118$33,602-$53,720
Fees for Services Accounting-$24,128-$24,128
Payroll Taxes$2,412$8,424-$10,836
Occupancy$2,061$7,283-$9,344
Insurance-$8,929-$8,929
Fees for Service Investment Mgmnt Fees-$6,321-$6,321
Information Technology$503$1,758-$2,261
Depreciation Depletion-$1,397-$1,397
Conferences and Meetings-$1,375-$1,375
Office Expenses$429$639-$1,068
Advertising-$791-$791
Other Expenses-$107-$107
Total Functional Expenses$252,488$171,488$0$423,976

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$423,976
Expenses per Audited Statements$417,655
Total Expenses per Audited Statements$417,655
Expenses Not Reported on Financial Statements$6,321
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St John's Episcopal SchoolDallas, TX501(c)(3)Sjescares Fund$25,500
community garden kitchen of collin countymckinney, TX501(c)(3)Dining with Dignity$20,000
Good Samaritan Episcopal ChurchDallas, TX501(c)(3)Replacement of$14,000
Randy Sams' Outreach ShelterTexarkana, TX501(c)(3)Food Security$12,500
Emmanuel Anglican ChurchGarland, TX501(c)(3)Operational support$12,000
Holy Nativity Episcopal ChurchPlano, TX501(c)(3)outreach/evangelism$12,000
Episcopal Diocese of DallasDallas, TX501(c)(3)Project US: Unite$10,000
St Matthew's CathedralDallas, TX501(c)(3)Hungry and Homeless$10,000
St AnnesDesoto, TX501(c)(3)Operational support$8,102
St Philip's Sudanese Episcopal ChurchDallas, TX501(c)(3)Children Ministry Program$8,000
St James' day schooltexarkana, TX501(c)(3)Campus Security$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$37,031,212
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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

“Form 990 review: the form 990 is reviewed by the audit and administrative committee and a copy is provided to the board of trustees prior to filing the return with the irs.”

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

“Monitoring compliance with conflict of interest policy: trustees, committee members and employees have a duty to immediately disclose any transactions or relationships involving possible conflict of interests. In the event of a conflict of interest, the interested party must recuse him or herself from participation in the decision and this is documented in the minutes as required by the conflict of interest policy. In addition, an annual review for any conflicts of interest is conducted by the executive director in march of each year after induction of new members and reported to the chairman of the board of trustees and the audit committee.”

Form 990, Part VI, Section B, Line 15A

“Compensation review: the audit/administration committee periodically reviews the guidestar nonprofit compensation report which provides nonprofit market survey results based on form 990s submitted to the irs annually and guidestar's annual survey of nonprofit organizations. The audit/administration committee compares the efd executive director and controller compensations to similar positions in texas, the dfw metropolitan area, and according to budget size with a focus on religion-related organizatons and grant-making foundations. Annually other compensation factors are considered such as experience, knowledge, skills and time in position. The compensation review process and compensation amount are reviewed by the audit/administration committee and approved by the board. The most recent review was conducted december 2020.”

Form 990, Part VI, Section C, Line 19

“Availability of documents: the foundation makes its governing documents and conflict of interest policy available to the public upon request. The 990 and financial statements are available on the website.”

Form 990, Part VI, Section A, Line 1A

“Delegation of authority: the executive committee shall have and may exercise all of the powers of the board of trustees in the management of the business and affairs of the corporation.”

Filing and Contact Details

Filer

Filer Name
Episcopal Foundation Of Dallas
EIN
75-6038552
In Care Of
% PAMELA FELLOWS JAMIESON
Phone
2143669996
Address
10000 N Central Expressway Ste 400, Dallas, TX 75231

Signing Officer

Name
Robbi Rice Dietrich
Title
President
Phone
2143669996
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robbi Rice Dietrich
Formed
1948
Legal Domicile
TX
Voting Board Members
17
Independent Board Members
17
Employees
4
Volunteers
19

Preparer

Firm
Bkd Llp
Address
14241 DALLAS PARKWAY SUITE 1100, DALLAS, TX 75254
Preparer
Jeanette Verrelli
Phone
9727028262
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“Asc 740 footnote: management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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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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