EPISCOPAL HEALTH FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL HEALTH FOUNDATION (EIN 46-2599162)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201623169349300702
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T03:55:41-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462599162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 7132250900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Fannin Ste 300 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elena M Marks | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Elena M Marks | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Fannin | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,616,828 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.episcopalhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $63,808 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $56,077 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $2,858,910 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $190,978 | CYProgramServiceRevenueAmt |
| PY Investment Income | $56,664,491 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,424,411 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,796 | PYOtherRevenueAmt |
| CY Other Revenue | $47,494 | CYOtherRevenueAmt |
| PY Total Revenue | $56,674,287 | PYTotalRevenueAmt |
| CY Total Revenue | $16,521,793 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,723,754 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,980,738 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,965,101 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,285,609 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,349,773 | PYOtherExpensesAmt |
| CY Other Expenses | $8,030,509 | CYOtherExpensesAmt |
| PY Total Expenses | $21,038,628 | PYTotalExpensesAmt |
| CY Total Expenses | $29,296,856 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $35,635,659 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$12,775,063 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,159,244,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,103,248,916 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,459,917 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,469,808 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,131,784,691 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,077,779,108 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,327,152 | ExpenseAmt |
| Grant | $17,980,738 | GrantAmt |
| Desc | Episcopal Health Foundation works to improve the health of the 10 million people in the 57 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by making grants to qualified non-profit organizations and governmental entities. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,299,715 | ExpenseAmt |
| Revenue | $190,978 | RevenueAmt |
| Desc | Episcopal Health Foundation works to improve the health of the 10 million people in the 57 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by conducting research and evaluation. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,284,607 | ExpenseAmt |
| Desc | Episcopal Health Foundation works to improve the health of the 10 million people in the 57 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter through community and congregational engagement. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,911,474 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Linda Mitchell | PersonNm |
| Phone | 7135206444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 Texas Ave | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Rt Rev C Andrew Doyle | ||||||||
| Chair | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $219,774 | $139,835 | |
| Deborah Robinson | ||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Linnet F Deily | ||||||||
| Exec. Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Freda Wilkerson Bass | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert T Blakely | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David T Harvin | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James Henderson | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| The Rev Lisa S Hines | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| William C Montgomery | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas C Ortiz | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen R Pfister | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert K Reeves | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| George T Roberts Jr | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Chase Untermeyer | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| The Rev Neil Alan Willard | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Elena M Marks | ||||||||
| President & CEO | 50.00 | 0.00 | Yes (X) | Yes (X) | $440,000 | $0 | $71,048 | |
| Robert Biehl | ||||||||
| Treasurer | 12.00 | 28.00 | Yes (X) | $0 | $161,147 | $46,225 | ||
| David Fisher | ||||||||
| Asst. Treasurer | 10.00 | 30.00 | Yes (X) | $0 | $150,500 | $41,800 | ||
| Gail Bray | ||||||||
| VP Research | 40.00 | 0.00 | $166,667 | $0 | $34,824 | Yes (X) | ||
| Jo Carcedo | ||||||||
| VP Grants | 40.00 | 0.00 | $200,000 | $0 | $32,229 | Yes (X) | ||
| Susybelle Gosselee | ||||||||
| Chief Adm Ofc | 40.00 | 0.00 | $170,000 | $0 | $37,676 | Yes (X) | ||
| Alexandra Nolen | ||||||||
| VP Impact | 40.00 | 0.00 | $210,000 | $0 | $50,449 | Yes (X) | ||
| Celene Meyer | ||||||||
| Grants Manager | 40.00 | 0.00 | $108,266 | $0 | $36,862 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,294,933 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $531,421 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $490,948 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hall Capital Partners | |||||
| 850 Third Ave 19th Floor | New York | NY | 10022 | Investment mgmt | $5,179,931 |
| Conifer | |||||
| 767 Third Avenue 39th Floor | New York | NY | 10017 | Investment mgmt | $358,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,858,910 | AllOtherContributionsAmt |
| Total Contributions | $2,858,910 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Research services | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $190,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $190,978 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $190,978 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,397,503 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $43,418 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,354,085 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $142,529 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $95,035 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,494 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,494 | TotalRevenueColumnAmt |
| Exclusion | $47,494 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$973,092 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$973,092 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$973,092 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $20,390 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$993,482 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,521,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $190,978 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $63,808 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,408,097 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,980,738 | TotalAmt |
| Program Services | $17,980,738 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,049 | TotalAmt |
| Program Services | $357,734 | ProgramServicesAmt |
| Management And General | $153,315 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,098,844 | TotalAmt |
| Program Services | $1,783,074 | ProgramServicesAmt |
| Management And General | $315,770 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,444 | TotalAmt |
| Program Services | $155,163 | ProgramServicesAmt |
| Management And General | $27,281 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,009 | TotalAmt |
| Program Services | $276,518 | ProgramServicesAmt |
| Management And General | $54,491 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,263 | TotalAmt |
| Program Services | $133,645 | ProgramServicesAmt |
| Management And General | $28,618 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,583 | TotalAmt |
| Program Services | $21 | ProgramServicesAmt |
| Management And General | $63,562 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,851 | TotalAmt |
| Management And General | $28,851 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,621,346 | TotalAmt |
| Management And General | $5,621,346 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,193,428 | TotalAmt |
| Program Services | $642,853 | ProgramServicesAmt |
| Management And General | $550,575 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,190 | TotalAmt |
| Management And General | $36,190 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,549 | TotalAmt |
| Program Services | $33,205 | ProgramServicesAmt |
| Management And General | $19,344 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,462 | TotalAmt |
| Program Services | $83,222 | ProgramServicesAmt |
| Management And General | $21,240 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,029 | TotalAmt |
| Program Services | $40,942 | ProgramServicesAmt |
| Management And General | $96,087 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,195 | TotalAmt |
| Program Services | $78,022 | ProgramServicesAmt |
| Management And General | $26,173 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,634 | TotalAmt |
| Program Services | $107,378 | ProgramServicesAmt |
| Management And General | $25,256 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,348 | TotalAmt |
| Program Services | $130,833 | ProgramServicesAmt |
| Management And General | $233,515 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,181 | TotalAmt |
| Program Services | $5,527 | ProgramServicesAmt |
| Management And General | $68,654 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Continuing education | $70,142 | $65,028 | $5,114 |
| Membership dues | $37,571 | $37,571 | |
| 990-T Tax | $10,000 | $10,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,296,856 | TotalAmt |
| Program Services | $21,911,474 | ProgramServicesAmt |
| Management And General | $7,385,382 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $30,735 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,444,799 | BOYAmt |
| EOY | $138,842 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,730,290 | BOYAmt |
| EOY | $5,252,506 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,224,524 | BOYAmt |
| EOY | $183,258,029 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $72,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,953,648 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $565,493 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,827,080 | BOYAmt |
| EOY | $10,388,155 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,662,112 | BOYAmt |
| EOY | $15,045,442 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,355,803 | BOYAmt |
| EOY | $889,062,294 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,244,608 | BOYAmt |
| EOY | $1,103,248,916 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,460 | BOYAmt |
| EOY | $399,689 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,374,457 | BOYAmt |
| EOY | $25,070,119 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,459,917 | BOYAmt |
| EOY | $25,469,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,784,691 | BOYAmt |
| EOY | $1,077,779,108 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,784,691 | BOYAmt |
| EOY | $1,077,779,108 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,244,608 | BOYAmt |
| EOY | $1,103,248,916 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$12,775,063 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$41,230,520 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Diocese of Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741143081 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $28,932,508 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $28,932,508 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others | FormAndLineReferenceDesc |
| Explanation | The Foundation made grants to the organizations listed in Schedule I. Such grants were made in furtherance of the missions of both the Foundation and its supported organization. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $750,000 | OtherCostOrOtherBasisAmt |
| Book Value | $750,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,983,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $499,694 | DepreciationAmt |
| Book Value | $9,483,557 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $139,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,807 | DepreciationAmt |
| Book Value | $86,618 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,992 | DepreciationAmt |
| Book Value | $67,980 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,388,155 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $889,062,294 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | -$30,150,166 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$41,230,520 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,706 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$41,228,814 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,078,648 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,538,180 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$95,035 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,443,145 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,521,793 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,855,417 | TotExpnsEtcAuditedFinclStmtAmt |
| Prior Year Adjustments | $1,706 | PriorYearAdjustmentsAmt |
| Other Expenses Included | $95,035 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $96,741 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,758,676 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,538,180 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $5,538,180 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,296,856 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part XII, Line 2d: Other expenses and losses per audited F/S | FormAndLineReferenceDesc |
| Explanation | Rental expenses $95035 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (69 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Access Health | ||||||||
| 400 Austin Street | Richmond | TX | 77469 | 741951476 | 501(c)(3) | $100,000 | $0 | Comp. community-based primary care |
| AIDS Foundation Houston | ||||||||
| 6260 Westpark Dr | Houston | TX | 77057 | 760073661 | 501(c)(3) | $77,000 | $0 | Access to health services |
| AIDS Services of Austin Inc | ||||||||
| 7215 Cameron Rd | Austin | TX | 78752 | 742440845 | 501(c)(3) | $279,452 | $0 | Access to health services |
| Alliance of Comm Asst Min | ||||||||
| 770 S Post Oak Ln Ste 525 | Houston | TX | 77056 | 275410988 | 501(c)(3) | $241,000 | $0 | Access to health services |
| Asian American Health Coalit | ||||||||
| 7001 Corporate Dr Ste 120 | Houston | TX | 77036 | 311756818 | 501(c)(3) | $145,000 | $0 | Comp. community-based primary care |
| Austin Child Guidance Center | ||||||||
| 810 W 45th Street | Austin | TX | 78751 | 741166783 | 501(c)(3) | $50,000 | $0 | Mental health and wellness |
| Austin Harm Reduction Coalit | ||||||||
| PO Box 13482 | Austin | TX | 78711 | 742752554 | 501(c)(3) | $251,400 | $0 | Access to health services |
| Bastrop County LT Recovery Tm | ||||||||
| PO Box 1975 | Bastrop | TX | 78602 | 454463754 | 501(c)(3) | $18,420 | $0 | Capacity building |
| Baylor College of Medicine | ||||||||
| One Baylor Plaza T100 | Houston | TX | 77030 | 741613878 | 501(c)(3) | $10,000 | $0 | Comp. community-based primary care |
| Bethesda Health Clinic | ||||||||
| 409 West Ferguson | Tyler | TX | 75702 | 260036674 | 501(c)(3) | $50,000 | $0 | Comp. community-based primary care |
| Boat People SOS Inc | ||||||||
| 11360 Bellaire Blvd | Houston | TX | 77072 | 541563619 | 501(c)(3) | $75,000 | $0 | Access to health services |
| Capital IDEA | ||||||||
| 835 N Pleasant Valley Rd | Austin | TX | 78702 | 742893041 | 501(c)(3) | $100,000 | $0 | Access to health services |
| Casa Marianella | ||||||||
| 821 Gunter Street | Austin | TX | 78702 | 742377341 | 501(c)(3) | $100,100 | $0 | Access to health services |
| Center for Public Policy Prio | ||||||||
| 7020 Easy Wind Dr 200 | Austin | TX | 78752 | 742898197 | 501(c)(3) | $50,000 | $0 | Access to health services |
| Child Advocates of Fort Bend | ||||||||
| 5403 Avenue N | Rosenberg | TX | 77471 | 760337426 | 501(c)(3) | $100,000 | $0 | Mental health and wellness |
| ChildBuilders | ||||||||
| 2425 Fountain View | Houston | TX | 77057 | 237442963 | 501(c)(3) | $100,000 | $0 | Mental health and wellness |
| Childrens Defense Fund | ||||||||
| 25 E Street NW | Washington | DC | 20001 | 520895622 | 501(c)(3) | $170,000 | $0 | Early childhood development |
| Christ Clinic | ||||||||
| 5504 First Street | Katy | TX | 77493 | 900789318 | 501(c)(3) | $129,000 | $0 | Capacity building |
| Communities in Schools Gr CT | ||||||||
| 4520 E Central TX Expwy | Killeen | TX | 76543 | 742650190 | 501(c)(3) | $140,010 | $0 | Mental health and wellness |
| Communities In Schools Hou | ||||||||
| 1235 North Loop West 300 | Houston | TX | 77008 | 760031827 | 501(c)(3) | $100,000 | $0 | Comp. community-based primary care |
| CommUnityCare | ||||||||
| 2115 Kramer Ste 100 | Austin | TX | 78758 | 550853118 | 501(c)(3) | $145,086 | $0 | Comp. community-based primary care |
| Dell Medical School UT | ||||||||
| 2901 N IH-35 Ste 4100 | Austin | TX | 78722 | 746000203 | 501(c)(3) | $1,000,000 | $0 | Capacity building |
| DePelchin Childrens Center | ||||||||
| 4950 Memorial Dr | Houston | TX | 77007 | 760318867 | 501(c)(3) | $10,000 | $0 | Mental health and wellness |
| Early Matters | ||||||||
| 50 Waugh Dr | Houston | TX | 77007 | 474371973 | 501(c)(3) | $100,000 | $0 | Early childhood development |
| El Buen Samaritano Epis Miss | ||||||||
| 700 Woodhue Dr | Austin | TX | 78745 | 742488682 | 501(c)(3) | $928,301 | $0 | Comp. community-based primary care |
| El Centro de Corazon | ||||||||
| PO Box 230209 | Houston | TX | 77223 | 760442781 | 501(c)(3) | $100,000 | $0 | Comp. community-based primary care |
| Enroll America | ||||||||
| 1001 G Street NW Fl 8 | Washington | DC | 20001 | 271661221 | 501(c)(3) | $100,000 | $0 | Access to health services |
| Epiphany Comm Health Outreach | ||||||||
| 9600 S Gessner N Bldg E | Houston | TX | 77071 | 760645238 | 501(c)(3) | $100,000 | $0 | Access to health services |
| Episcopal Diocese of TX | ||||||||
| 1225 Texas Avenue | Houston | TX | 77002 | 741143081 | 501(c)(3) | $5,000,000 | $0 | EDOT health insurance |
| Family Svc Ctr of Galveston | ||||||||
| 2200 Market St | Galveston | TX | 77550 | 741157849 | 501(c)(3) | $85,000 | $0 | Mental health and wellness |
| Greater Killeen Free Clinic | ||||||||
| 718 N 2nd St No A | Killeen | TX | 76541 | 742724725 | 501(c)(3) | $230,620 | $0 | Capacity building |
| Healthcare for the Homeless | ||||||||
| PO Box 66690 | Houston | TX | 77266 | 760647934 | 501(c)(3) | $215,000 | $0 | Comp. community-based primary care |
| Houston Galveston Institute | ||||||||
| 3316 Mt Vernon St | Houston | TX | 77006 | 742044953 | 501(c)(3) | $183,816 | $0 | Capacity building |
| Ibn Sina Foundation | ||||||||
| 9888 Bissonnet Ste 150M | Houston | TX | 77036 | 760698464 | 501(c)(3) | $500,000 | $0 | Comp. community-based primary care |
| Interfaith Community Clinic | ||||||||
| 4242 Interfaith Way | The Woodlands | TX | 77381 | 752634623 | 501(c)(3) | $100,000 | $0 | Comp. community-based primary care |
| Lone Star Circle Of Care | ||||||||
| 205 E University Ave | Georgetown | TX | 78626 | 743001674 | 501(c)(3) | $200,000 | $0 | Comp. community-based primary care |
| Manos De Cristo | ||||||||
| 4911 Harmon | Austin | TX | 78751 | 742511974 | 501(c)(3) | $40,000 | $0 | Comp. community-based primary care |
| Matagorda Epis Health Outreac | ||||||||
| 101 Ave F North | Bay City | TX | 77414 | 200537948 | 501(c)(3) | $300,000 | $0 | Comp. community-based primary care |
| Meadows Mental Health Pol Ins | ||||||||
| 2800 Swiss Ave | Dallas | TX | 75204 | 463992618 | 501(c)(3) | $100,000 | $0 | Mental health and wellness |
| Memorial Assistance Min | ||||||||
| 1625 Blalock Rd | Houston | TX | 77080 | 760044172 | 501(c)(3) | $50,000 | $0 | Access to health services |
| Mental Health Amer Gr Hou | ||||||||
| 2211 Norfolk Ste 810 | Houston | TX | 77098 | 741272394 | 501(c)(3) | $150,071 | $0 | Mental health and wellness |
| Mental HealthRetard Authorit | ||||||||
| 9401 Southwest Fwy | Houston | TX | 77074 | 741603950 | 501(c)(3) | $411,240 | $0 | Mental health and wellness |
| Natl Alliance Mental Illness | ||||||||
| PO Box 66270 | Houston | TX | 77266 | 760242186 | 501(c)(3) | $25,000 | $0 | Mental health and wellness |
| Northeast TX Public Health | ||||||||
| 815 N Broadway Ave | Tyler | TX | 75702 | 752254544 | 501(c)(3) | $100,000 | $0 | Capacity building |
| Northwest Assistance Ministri | ||||||||
| 15555 Kuykendahl Rd | Houston | TX | 77090 | 760088702 | 501(c)(3) | $120,000 | $0 | Comp. community-based primary care |
| Nurse-Family Partnership | ||||||||
| 1900 Grant St Ste 400 | Denver | CO | 80203 | 200234163 | 501(c)(3) | $98,642 | $0 | Early childhood development |
| Patient Care Intervention Ctr | ||||||||
| 3701 Kirby Dr | Houston | TX | 77098 | 800515910 | 501(c)(3) | $150,000 | $0 | Comp. community-based primary care |
| Peoples Community Clinic | ||||||||
| 2909 N IH-35 | Austin | TX | 78722 | 237087608 | 501(c)(3) | $257,500 | $0 | Comp. community-based primary care |
| Phoenix Center | ||||||||
| 509 East Ave | Marble Falls | TX | 78654 | 260310507 | 501(c)(3) | $100,000 | $0 | Mental health and wellness |
| Rice Hospital District | ||||||||
| PO Box 277 | Eagle Lake | TX | 77434 | 741556659 | 501(c)(3) | $120,500 | $0 | Access to health services |
| SEARCH Homeless Project | ||||||||
| 2505 Fannin St | Houston | TX | 77002 | 760260403 | 501(c)(3) | $225,661 | $0 | Access to health services |
| Samaritan Ctr for Counseling | ||||||||
| 8956 Research Blvd Bldg 2 | Austin | TX | 78758 | 741832864 | 501(c)(3) | $75,000 | $0 | Mental health and wellness |
| San Jose Clinic | ||||||||
| 2615 Fannin | Houston | TX | 77002 | 760373703 | 501(c)(3) | $75,000 | $0 | Comp. community-based primary care |
| Seminary of the Southwest | ||||||||
| PO Box 2247 | Austin | TX | 78768 | 741238448 | 501(c)(3) | $670,000 | $0 | Mental health and wellness |
| Small Steps Nurturing Center | ||||||||
| 1709 DePelchin | Houston | TX | 77007 | 760471755 | 501(c)(3) | $50,000 | $0 | Mental health and wellness |
| Spindletop Center MHMR | ||||||||
| PO Box 3846 | Beaumont | TX | 77704 | 741684198 | 501(c)(3) | $10,000 | $0 | Mental health and wellness |
| Spring Branch Comm Health Ctr | ||||||||
| 1615 Hillendahl | Houston | TX | 77055 | 300198705 | 501(c)(3) | $100,000 | $0 | Comp. community-based primary care |
| St Vincents House | ||||||||
| 2817 Post Office | Galveston | TX | 77550 | 741384864 | 501(c)(3) | $187,000 | $0 | Capacity building |
| Teen Health Clinic at Baylor | ||||||||
| One Baylor Plaza N T100 | Houston | TX | 77030 | 741613878 | 501(c)(3) | $100,000 | $0 | Comp. community-based primary care |
| TexHealth Harris Co 3-Sh Plan | ||||||||
| 2636 S Loop West | Houston | TX | 77054 | 943471808 | 501(c)(3) | $100,000 | $0 | Access to health services |
| The Center | ||||||||
| 3550 W Dallas | Houston | TX | 77019 | 741272417 | 501(c)(3) | $191,958 | $0 | Comp. community-based primary care |
| The Pew Charitable Trusts | ||||||||
| One Commerce Sq 2005 Market | Philadelphia | PA | 19103 | 562307147 | 501(c)(3) | $194,000 | $0 | Healthy planning |
| The Rose | ||||||||
| 12700 N Featherwood Ste 260 | Houston | TX | 77034 | 760193812 | 501(c)(3) | $250,000 | $0 | Comp. community-based primary care |
| The Womens Home | ||||||||
| 607 Westheimer | Houston | TX | 77006 | 741467811 | 501(c)(3) | $125,000 | $0 | Mental health and wellness |
| TOMAGWA Ministries Inc | ||||||||
| 455 School St No 30 | Tomball | TX | 77375 | 760280324 | 501(c)(3) | $150,000 | $0 | Comp. community-based primary care |
| Trinity Center | ||||||||
| 304 E 7th St | Austin | TX | 78701 | 742960654 | 501(c)(3) | $25,000 | $0 | Access to health services |
| UT Health Science Center | ||||||||
| 7000 Fannin Ste 1200 | Houston | TX | 77030 | 741761309 | 501(c)(3) | $200,000 | $0 | Healthy planning |
| UT Health Science Center | ||||||||
| 7000 Fannin Ste 1200 | Houston | TX | 77030 | 741761309 | 501(c)(3) | $232,289 | $0 | Mental health and wellness |
| Vecino Health Centers | ||||||||
| 424 Hahlo St | Houston | TX | 77020 | 760622208 | 501(c)(3) | $225,200 | $0 | Comp. community-based primary care |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 69 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The Foundation requires grant recipients to measure their success in attaining program goals. The purpose for asking for an evaluation plan in the application phase is to 1) encourage potential grantees to incorporate evalution into their planning process from the inception of the program, and 2) to enable outcomes measurement during and at the end of the grant period. The evaluation plan also sets the report criteria for the required six-month and annual progress reports. The evaluation plan/report components include outcomes statement (who or what is expected to change as a result of the grant), the measurable goals for the project, activities to achieve goals, information needed, methods to be used to gather the information and who will be responsible fore gathering it. The six-month and annual progress reports accurately describe the progress towards the goals listed on the evaluation plan submitted with the original application and include an explantion of any variances from the goals or expected progress. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| Alexandra Nolen | ||||||||||
| VP Impact | $210,000 | $18,900 | $31,549 | $260,449 | ||||||
| David Fisher | ||||||||||
| Asst. Treasurer | $150,000 | $500 | $13,545 | $28,255 | $192,300 | |||||
| Elena M Marks | ||||||||||
| President & CEO | $440,000 | $39,600 | $31,448 | $511,048 | ||||||
| Gail Bray | ||||||||||
| VP Research | $166,667 | $15,000 | $19,824 | $201,491 | ||||||
| Jo Carcedo | ||||||||||
| VP Grants | $200,000 | $18,000 | $14,229 | $232,229 | ||||||
| Robert Biehl | ||||||||||
| Treasurer | $155,247 | $500 | $14,503 | $31,722 | $207,372 | $5,400 | ||||
| Rt Rev C Andrew Doyle | ||||||||||
| Chair | $182,223 | $500 | $52,795 | $87,040 | $359,609 | $37,051 | ||||
| Susybelle Gosselee | ||||||||||
| Chief Adm Ofc | $170,000 | $15,300 | $22,376 | $207,676 | ||||||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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; and5. The dissolution, winding up, and termination of the corporation. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | EHF's President & CEO and Treasurer present the draft 990 at a board meeting 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 all employees. The Compensation Committee met to discuss the results. Compensation for the CEO is determinated by the board. Staff compensation is determined by the CEO. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Same, compensation study & committee. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Available upon request at the front desk office of EHF. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Diocese of Texas | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 Texas Avenue | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741143081 | EIN |
| Primary Activities | Church | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(b)(1)A(i) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EH Investment Fund LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Maritime Plaza 5th Floor | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383930311 | EIN |
| Primary Activities | Investment | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Health Fd | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $100 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $100 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $63,808 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.99890 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EH Investment Fund LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionTypeTxt |
| Involved | $35,500,000 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II - Related Tax-Exempt Organizations | FormAndLineReferenceDesc |
| Explanation | There are 236 brother-sister organizations controlled by the Episcopal Diocese of Texas which have not been reported on this schedule. | ExplanationTxt |
Comments