2016-11-11T03:55:41-08:00 2015-12-31 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990 2015-01-01 462599162 Episcopal Health Foundation EPIS 7132250900 500 Fannin Ste 300 Houston TX 77002 Elena M Marks President & CEO 2016-11-11 true Jody Blazek P00072674 7134395739 X 2015 2017-02-10 21:41:12Z Elena M Marks 500 Fannin Houston TX 77002 16616828 false false X www.episcopalhealth.org X 2013 TX 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. 16 14 26 13 63808 56077 2858910 190978 56664491 13424411 9796 47494 56674287 16521793 13723754 17980738 0 1965101 3285609 0 0 5349773 8030509 21038628 29296856 35635659 -12775063 1159244608 1103248916 27459917 25469808 1131784691 1077779108 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. false false 19327152 17980738 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. 1299715 190978 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. 1284607 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. 21911474 true true false false false false false false false false true true false false false false true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false true true true false false true 37 0 true 26 true true true false false false false false false 0 false false false false false false false false false false X 16 14 false false false false true true true true true false false true true true true true true true false false X X Linda Mitchell 7135206444 1225 Texas Ave Houston TX 77002 Rt Rev C Andrew Doyle Chair 10.00 30.00 X X 0 219774 139835 Deborah Robinson Secretary 2.00 0.00 X X 0 0 0 Linnet F Deily Exec. Chair 2.00 0.00 X X 0 0 0 Freda Wilkerson Bass Director 2.00 0.00 X 0 0 0 Robert T Blakely Director 2.00 0.00 X 0 0 0 David T Harvin Director 2.00 0.00 X 0 0 0 James Henderson Director 2.00 0.00 X 0 0 0 The Rev Lisa S Hines Director 2.00 0.00 X 0 0 0 William C Montgomery Director 2.00 0.00 X 0 0 0 Thomas C Ortiz Director 2.00 0.00 X 0 0 0 Kathleen R Pfister Director 2.00 0.00 X 0 0 0 Robert K Reeves Director 2.00 0.00 X 0 0 0 George T Roberts Jr Director 2.00 0.00 X 0 0 0 Chase Untermeyer Director 2.00 0.00 X 0 0 0 The Rev Neil Alan Willard Director 2.00 0.00 X 0 0 0 Elena M Marks President & CEO 50.00 0.00 X X 440000 0 71048 Robert Biehl Treasurer 12.00 28.00 X 0 161147 46225 David Fisher Asst. Treasurer 10.00 30.00 X 0 150500 41800 Gail Bray VP Research 40.00 0.00 X 166667 0 34824 Jo Carcedo VP Grants 40.00 0.00 X 200000 0 32229 Susybelle Gosselee Chief Adm Ofc 40.00 0.00 X 170000 0 37676 Alexandra Nolen VP Impact 40.00 0.00 X 210000 0 50449 Celene Meyer Grants Manager 40.00 0.00 X 108266 0 36862 1294933 531421 490948 7 false true false Hall Capital Partners 850 Third Ave 19th Floor New York NY 10022 Investment mgmt 5179931 Conifer 767 Third Avenue 39th Floor New York NY 10017 Investment mgmt 358249 2 2858910 2858910 Research services 541900 190978 190978 190978 14397503 43418 14354085 0 0 142529 95035 47494 47494 47494 -973092 -973092 -973092 20390 -993482 0 0 0 0 16521793 190978 63808 13408097 17980738 17980738 0 0 0 511049 357734 153315 0 2098844 1783074 315770 182444 155163 27281 331009 276518 54491 162263 133645 28618 0 63583 21 63562 28851 28851 0 0 5621346 5621346 1193428 642853 550575 36190 36190 52549 33205 19344 104462 83222 21240 0 137029 40942 96087 104195 78022 26173 0 132634 107378 25256 0 0 364348 130833 233515 74181 5527 68654 Continuing education 70142 65028 5114 Membership dues 37571 37571 990-T Tax 10000 10000 0 29296856 21911474 7385382 0 30735 12444799 138842 0 5730290 5252506 0 0 214224524 183258029 0 72913 10953648 565493 9827080 10388155 21662112 15045442 895355803 889062294 0 0 0 1159244608 1103248916 85460 399689 27374457 25070119 27459917 25469808 X 1131784691 1077779108 1131784691 1077779108 1159244608 1103248916 -12775063 -41230520 X false true X true false X X 1 Episcopal Diocese of Texas 741143081 1 true 28932508 0 1 28932508 0 true false false false false true false false false false false false false false false true false Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 750000 750000 9983251 499694 9483557 139425 52807 86618 80972 12992 67980 10388155 889062294 -30150166 -41230520 1706 -41228814 11078648 5538180 -95035 5443145 16521793 23855417 1706 95035 96741 23758676 5538180 5538180 29296856 Part XII, Line 2d: Other expenses and losses per audited F/S Rental expenses $95035 true Access Health 400 Austin Street Richmond TX 77469 741951476 501(c)(3) 100000 0 Comp. community-based primary care AIDS Foundation Houston 6260 Westpark Dr Houston TX 77057 760073661 501(c)(3) 77000 0 Access to health services AIDS Services of Austin Inc 7215 Cameron Rd Austin TX 78752 742440845 501(c)(3) 279452 0 Access to health services Alliance of Comm Asst Min 770 S Post Oak Ln Ste 525 Houston TX 77056 275410988 501(c)(3) 241000 0 Access to health services Asian American Health Coalit 7001 Corporate Dr Ste 120 Houston TX 77036 311756818 501(c)(3) 145000 0 Comp. community-based primary care Austin Child Guidance Center 810 W 45th Street Austin TX 78751 741166783 501(c)(3) 50000 0 Mental health and wellness Austin Harm Reduction Coalit PO Box 13482 Austin TX 78711 742752554 501(c)(3) 251400 0 Access to health services Bastrop County LT Recovery Tm PO Box 1975 Bastrop TX 78602 454463754 501(c)(3) 18420 0 Capacity building Baylor College of Medicine One Baylor Plaza T100 Houston TX 77030 741613878 501(c)(3) 10000 0 Comp. community-based primary care Bethesda Health Clinic 409 West Ferguson Tyler TX 75702 260036674 501(c)(3) 50000 0 Comp. community-based primary care Boat People SOS Inc 11360 Bellaire Blvd Houston TX 77072 541563619 501(c)(3) 75000 0 Access to health services Capital IDEA 835 N Pleasant Valley Rd Austin TX 78702 742893041 501(c)(3) 100000 0 Access to health services Casa Marianella 821 Gunter Street Austin TX 78702 742377341 501(c)(3) 100100 0 Access to health services Center for Public Policy Prio 7020 Easy Wind Dr 200 Austin TX 78752 742898197 501(c)(3) 50000 0 Access to health services Child Advocates of Fort Bend 5403 Avenue N Rosenberg TX 77471 760337426 501(c)(3) 100000 0 Mental health and wellness ChildBuilders 2425 Fountain View Houston TX 77057 237442963 501(c)(3) 100000 0 Mental health and wellness Childrens Defense Fund 25 E Street NW Washington DC 20001 520895622 501(c)(3) 170000 0 Early childhood development Christ Clinic 5504 First Street Katy TX 77493 900789318 501(c)(3) 129000 0 Capacity building Communities in Schools Gr CT 4520 E Central TX Expwy Killeen TX 76543 742650190 501(c)(3) 140010 0 Mental health and wellness Communities In Schools Hou 1235 North Loop West 300 Houston TX 77008 760031827 501(c)(3) 100000 0 Comp. community-based primary care CommUnityCare 2115 Kramer Ste 100 Austin TX 78758 550853118 501(c)(3) 145086 0 Comp. community-based primary care Dell Medical School UT 2901 N IH-35 Ste 4100 Austin TX 78722 746000203 501(c)(3) 1000000 0 Capacity building DePelchin Childrens Center 4950 Memorial Dr Houston TX 77007 760318867 501(c)(3) 10000 0 Mental health and wellness Early Matters 50 Waugh Dr Houston TX 77007 474371973 501(c)(3) 100000 0 Early childhood development El Buen Samaritano Epis Miss 700 Woodhue Dr Austin TX 78745 742488682 501(c)(3) 928301 0 Comp. community-based primary care El Centro de Corazon PO Box 230209 Houston TX 77223 760442781 501(c)(3) 100000 0 Comp. community-based primary care Enroll America 1001 G Street NW Fl 8 Washington DC 20001 271661221 501(c)(3) 100000 0 Access to health services Epiphany Comm Health Outreach 9600 S Gessner N Bldg E Houston TX 77071 760645238 501(c)(3) 100000 0 Access to health services Episcopal Diocese of TX 1225 Texas Avenue Houston TX 77002 741143081 501(c)(3) 5000000 0 EDOT health insurance Family Svc Ctr of Galveston 2200 Market St Galveston TX 77550 741157849 501(c)(3) 85000 0 Mental health and wellness Greater Killeen Free Clinic 718 N 2nd St No A Killeen TX 76541 742724725 501(c)(3) 230620 0 Capacity building Healthcare for the Homeless PO Box 66690 Houston TX 77266 760647934 501(c)(3) 215000 0 Comp. community-based primary care Houston Galveston Institute 3316 Mt Vernon St Houston TX 77006 742044953 501(c)(3) 183816 0 Capacity building Ibn Sina Foundation 9888 Bissonnet Ste 150M Houston TX 77036 760698464 501(c)(3) 500000 0 Comp. community-based primary care Interfaith Community Clinic 4242 Interfaith Way The Woodlands TX 77381 752634623 501(c)(3) 100000 0 Comp. community-based primary care Lone Star Circle Of Care 205 E University Ave Georgetown TX 78626 743001674 501(c)(3) 200000 0 Comp. community-based primary care Manos De Cristo 4911 Harmon Austin TX 78751 742511974 501(c)(3) 40000 0 Comp. community-based primary care Matagorda Epis Health Outreac 101 Ave F North Bay City TX 77414 200537948 501(c)(3) 300000 0 Comp. community-based primary care Meadows Mental Health Pol Ins 2800 Swiss Ave Dallas TX 75204 463992618 501(c)(3) 100000 0 Mental health and wellness Memorial Assistance Min 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 50000 0 Access to health services Mental Health Amer Gr Hou 2211 Norfolk Ste 810 Houston TX 77098 741272394 501(c)(3) 150071 0 Mental health and wellness Mental HealthRetard Authorit 9401 Southwest Fwy Houston TX 77074 741603950 501(c)(3) 411240 0 Mental health and wellness Natl Alliance Mental Illness PO Box 66270 Houston TX 77266 760242186 501(c)(3) 25000 0 Mental health and wellness Northeast TX Public Health 815 N Broadway Ave Tyler TX 75702 752254544 501(c)(3) 100000 0 Capacity building Northwest Assistance Ministri 15555 Kuykendahl Rd Houston TX 77090 760088702 501(c)(3) 120000 0 Comp. community-based primary care Nurse-Family Partnership 1900 Grant St Ste 400 Denver CO 80203 200234163 501(c)(3) 98642 0 Early childhood development Patient Care Intervention Ctr 3701 Kirby Dr Houston TX 77098 800515910 501(c)(3) 150000 0 Comp. community-based primary care Peoples Community Clinic 2909 N IH-35 Austin TX 78722 237087608 501(c)(3) 257500 0 Comp. community-based primary care Phoenix Center 509 East Ave Marble Falls TX 78654 260310507 501(c)(3) 100000 0 Mental health and wellness Rice Hospital District PO Box 277 Eagle Lake TX 77434 741556659 501(c)(3) 120500 0 Access to health services SEARCH Homeless Project 2505 Fannin St Houston TX 77002 760260403 501(c)(3) 225661 0 Access to health services Samaritan Ctr for Counseling 8956 Research Blvd Bldg 2 Austin TX 78758 741832864 501(c)(3) 75000 0 Mental health and wellness San Jose Clinic 2615 Fannin Houston TX 77002 760373703 501(c)(3) 75000 0 Comp. community-based primary care Seminary of the Southwest PO Box 2247 Austin TX 78768 741238448 501(c)(3) 670000 0 Mental health and wellness Small Steps Nurturing Center 1709 DePelchin Houston TX 77007 760471755 501(c)(3) 50000 0 Mental health and wellness Spindletop Center MHMR PO Box 3846 Beaumont TX 77704 741684198 501(c)(3) 10000 0 Mental health and wellness Spring Branch Comm Health Ctr 1615 Hillendahl Houston TX 77055 300198705 501(c)(3) 100000 0 Comp. community-based primary care St Vincents House 2817 Post Office Galveston TX 77550 741384864 501(c)(3) 187000 0 Capacity building Teen Health Clinic at Baylor One Baylor Plaza N T100 Houston TX 77030 741613878 501(c)(3) 100000 0 Comp. community-based primary care TexHealth Harris Co 3-Sh Plan 2636 S Loop West Houston TX 77054 943471808 501(c)(3) 100000 0 Access to health services The Center 3550 W Dallas Houston TX 77019 741272417 501(c)(3) 191958 0 Comp. community-based primary care The Pew Charitable Trusts One Commerce Sq 2005 Market Philadelphia PA 19103 562307147 501(c)(3) 194000 0 Healthy planning The Rose 12700 N Featherwood Ste 260 Houston TX 77034 760193812 501(c)(3) 250000 0 Comp. community-based primary care The Womens Home 607 Westheimer Houston TX 77006 741467811 501(c)(3) 125000 0 Mental health and wellness TOMAGWA Ministries Inc 455 School St No 30 Tomball TX 77375 760280324 501(c)(3) 150000 0 Comp. community-based primary care Trinity Center 304 E 7th St Austin TX 78701 742960654 501(c)(3) 25000 0 Access to health services UT Health Science Center 7000 Fannin Ste 1200 Houston TX 77030 741761309 501(c)(3) 200000 0 Healthy planning UT Health Science Center 7000 Fannin Ste 1200 Houston TX 77030 741761309 501(c)(3) 232289 0 Mental health and wellness Vecino Health Centers 424 Hahlo St Houston TX 77020 760622208 501(c)(3) 225200 0 Comp. community-based primary care 69 0 Grantmaker's Description of How Grants are Used 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. X X X X X X false false false false false false false false false false Alexandra Nolen VP Impact 210000 18900 31549 260449 David Fisher Asst. Treasurer 150000 500 13545 28255 192300 Elena M Marks President & CEO 440000 39600 31448 511048 Gail Bray VP Research 166667 15000 19824 201491 Jo Carcedo VP Grants 200000 18000 14229 232229 Robert Biehl Treasurer 155247 500 5400 14503 31722 207372 Rt Rev C Andrew Doyle Chair 182223 500 37051 52795 87040 359609 Susybelle Gosselee Chief Adm Ofc 170000 15300 22376 207676 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. Episcopal Diocese of Texas 1225 Texas Avenue Houston TX 77002 741143081 Church TX 501(c)(3) 170(b)(1)A(i) N/A false EH Investment Fund LP 1 Maritime Plaza 5th Floor San Francisco CA 94111 383930311 Investment DE Episcopal Health Fd Excluded 100 100 false 63808 false 0.99890 false true false false false false false false false false false false true true true true false false false EH Investment Fund LP b 35500000 Cash Schedule R, Part II - Related Tax-Exempt Organizations There are 236 brother-sister organizations controlled by the Episcopal Diocese of Texas which have not been reported on this schedule.