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.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Run by 14 volunteers and 36 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $36.4M a year · 52% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.9M
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $1.21B in investments, Pt X · Ln 11–13
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $500K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$13.0M
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 15 voting members
Looks good: 13 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$88.7M
+203% vs prior year
Spent
$57.4M
To programs
87%
Net assets
$1.2B
By yearFY2020–FY2024
Revenue
$88.7M
FY2024▲ +203%
Tap a bar for its year
Revenue by fiscal year
FY2020$42.3M
FY2021$131.6M
FY2022$55.1M
FY2023$29.3M
FY2024$88.7M
Expenses
$57.4M
FY2024▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$46.6M
FY2021$57.6M
FY2022$311.4M
FY2023$56.0M
FY2024$57.4M
Net assets
$1.2B
FY2024▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4B
FY2021$1.6B
FY2022$1.1B
FY2023$1.2B
FY2024$1.2B

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $49.7M Management & general 13% · $7.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990; $1.9M paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$613,034Pt VII · Sec A
VP Research
$342,435Pt VII · Sec A
Chief Administrative Officer
$302,522Pt VII · Sec A
VP Grants
$268,583Pt VII · Sec A
Director of Finance
$202,251Pt VII · Sec A
Chief Communications Officer
$189,393Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Ann Barnes’s $613K as President & CEO is at the 83rd percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Ann Barnes$613,034$585,499$122,070——
Elena M Marks——$505,288$550,000$549,167
Shao-Chee Sim$342,435$398,869$302,034$262,319$256,712
Jo Z Carcedo—$370,643$299,556$262,782$251,384
Susybelle Gosslee$302,522$342,974$281,356$247,036$241,655
Lisa Madry—$293,607—$159,263$144,989
Michael Walsh$268,583————
Robert Sasser$189,393$222,239$182,312—$135,790

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Episcopal Health Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides grants, research, and community engagement initiatives to improve health and well-being across the 81 counties of the Episcopal Diocese of Texas.

Questions for Episcopal Health Foundation

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Provided by the organization

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3 programs · $49.7M · in their own filed words · FY2024
01

Episcopal Health Foundation works to improve the health of the 15 million people in the 81 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.

$40.6Mprogram expense
02

Episcopal Health Foundation works to improve the health of the 15 million people in the 81 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by conducting research and evaluation.

$6.6Mprogram expense
03

Episcopal Health Foundation works to improve the health of the 15 million people in the 81 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter through community and congregational engagement.

$2.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$500K
Grants paid · 690 grants · $438.5M · 2020–2024
Lone Star Circle of CareTX · FY2024$1,000,000
Spindletop Mhmr ServicesTX · FY2024$750,000
Texans Care for Children INCTX · FY2024$650,000
Waco Family MedicineTX · FY2024$500,000
Sustainable Food Center INCTX · FY2024$500,000
Santa Maria Hostel INCTX · FY2024$500,000
Children's Defense FundDC · FY2024$500,000
Peoples Community Clinic INCTX · FY2024$450,000
See all 690 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$88.7M
Ln 12
Investment incomeLn 3$87.9M
Gifts and grantsLn 1h$500K
Other incomeLn 4–11$325K
Money outPt IX
$57.4M
Ln 25
Programscol B$49.7M
Managementcol C$7.7M
Owns and owesPt X
$1.2B
net assets · Ln 32
Cash and savingsLn 1–2$11.8M
Total assetsLn 16$1.2B
LiabilitiesLn 26$13.0M
PeoplePt VI, VII
22
listed · VII A
PaidVII A6
Voting boardVI 1a15
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$500K
Investment incomeLn 3$87.9M
Other incomeLn 4–11$325K
Gains on assetsLn 7$78.7M
Total revenueLn 12$88.7M
Assets in detailPt X, end of year
SavingsLn 2$11.8M
Cash and savings togetherLn 1–2$11.8M
InvestmentsLn 11–13$1.21B
Land, buildings, equipmentLn 10c$7.0M
Total assetsLn 16$1.2B
LiabilitiesLn 26$13.0M
Net assetsLn 32$1.2B
OperationsPt I, VI
EmployeesI 536
VolunteersI 614
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$15.8M$11.8M
InvestmentsLn 11–13$1.15B$1.21B
Land, buildings, equipmentLn 10c$7.2M$7.0M
Total assetsLn 16$1.17B$1.22B
LiabilitiesLn 26$18.8M$13.0M
Net assetsLn 32$1.15B$1.21B
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$37.9M$37.9M
Pay of current officers, directors and key staffLn 5$691K$553K$138K
Other salaries and wagesLn 7$4.2M$3.3M$928K
Pension plan contributionsLn 8$374K$292K$82K
Other employee benefitsLn 9$541K$423K$118K
Payroll taxesLn 10$298K$233K$65K
Legal feesLn 11b$57K$57K
Accounting feesLn 11c$44K$44K
Lobbying feesLn 11d$215K$215K
Investment management feesLn 11f$4.2M$4.2M
Other fees for servicesLn 11g$2.5M$1.9M$601K
Advertising and promotionLn 12$114K$114K
Office expensesLn 13$43K$6K$37K
Information technologyLn 14$309K$244K$65K
OccupancyLn 16$322K$234K$88K
TravelLn 17$89K$80K$8K
Conferences, conventions and meetingsLn 19$120K$72K$48K
Depreciation, depletion and amortizationLn 22$358K$282K$76K
InsuranceLn 23$130K$22K$107K
Other expenses (24a–d)Ln 24$4.9M$4.0M$895K
Total functional expensesLn 25$57.4M$49.7M$7.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 13, 2025 $88.7M$57.4M$31.3M$1.2B 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $29.3M$56.0M−$26.7M$1.2B 990 PDF
FY2022Filed with the IRS Nov 10, 2023 $55.1M$311.4M−$256.3M$1.1B 990 PDF
FY2021Filed with the IRS Nov 8, 2022 $131.6M$57.6M$74.0M$1.6B 990 PDF
FY2020Filed with the IRS Nov 10, 2021 $42.3M$46.6M−$4.3M$1.4B 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $88,717,449 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $500,000$500,000
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $28,362,518$87,892,278
I-11 Other revenuePrior year $434,784$325,171
I-12 Total revenuePrior year $29,297,302$88,717,449
I-13 Grants and similar amounts paidPrior year $36,454,447$37,949,042
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,072,401$6,119,781
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $13,504,239$13,329,963
I-18 Total expensesPrior year $56,031,087$57,398,786
I-19 Revenue less expensesPrior year −$26,733,785$31,318,663
Part VI · Governance 13 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $88,717,449 across 6 lines filed
VIII-1f All other contributions, gifts and grants$500,000
VIII-1h Total contributions, gifts and grants$500,000
VIII-3 Investment incomeUnrelated business −$55,165 · Excluded from tax $9,218,045$9,162,880
VIII-7 Net gain or loss on sales of assetsUnrelated business $355,201 · Excluded from tax $78,374,197$78,729,398
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $325,171$325,171
VIII-12 Total revenueRelated to mission $0 · Unrelated business $300,036 · Excluded from tax $87,917,413$88,717,449
Part IX · Statement of functional expenses $57,398,786 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $37,949,042$37,949,042
IX-5 Pay of current officers, directors and key staffPrograms $552,894 · Management $138,224$691,118
IX-7 Other salaries and wagesPrograms $3,287,091 · Management $928,370$4,215,461
IX-8 Pension plan contributionsPrograms $291,743 · Management $82,414$374,157
IX-9 Other employee benefitsPrograms $422,850 · Management $118,163$541,013
IX-10 Payroll taxesPrograms $233,162 · Management $64,870$298,032
IX-11b Legal feesManagement $56,680$56,680
IX-11c Accounting feesManagement $44,150$44,150
IX-11d Lobbying feesPrograms $215,231$215,231
IX-11f Investment management feesManagement $4,194,582$4,194,582
IX-11g Other fees for servicesPrograms $1,880,883 · Management $601,031$2,481,914
IX-12 Advertising and promotionManagement $113,907$113,907
IX-13 Office expensesPrograms $5,626 · Management $37,422$43,048
IX-14 Information technologyPrograms $243,611 · Management $65,404$309,015
IX-16 OccupancyPrograms $234,276 · Management $87,913$322,189
IX-17 TravelPrograms $80,302 · Management $8,439$88,741
IX-19 Conferences, conventions and meetingsPrograms $71,743 · Management $47,818$119,561
IX-22 Depreciation, depletion and amortizationPrograms $282,246 · Management $75,777$358,023
IX-23 InsurancePrograms $22,491 · Management $107,422$129,913
IX-24 Other expenses (24a–d)Programs $3,957,736 · Management $895,273$4,853,009
IX-25 Total functional expensesPrograms $49,730,927 · Management $7,667,859 · Fundraising $0$57,398,786
Part X · Balance sheet $1,224,869,133 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $15,781,113$11,809,104
X-4 Accounts receivableStart of year $137,789$468,251
X-9 Prepaid expenses and deferred chargesStart of year $241,653$206,795
X-10c Land, buildings and equipment, netStart of year $7,177,359$7,013,074
X-12 Other securitiesStart of year $1,145,944,335$1,202,186,292
X-13 Program-related investmentsStart of year $3,952,137$3,185,617
X-16 Total assetsStart of year $1,173,234,386$1,224,869,133
X-17 Accounts payable and accrued expensesStart of year $849,445$1,497,303
X-18 Grants payableStart of year $17,915,532$11,502,638
X-26 Total liabilitiesStart of year $18,764,977$12,999,941
X-27 Net assets without donor restrictionsStart of year $1,154,469,409$1,211,869,192
X-32 Total net assets or fund balancesStart of year $1,154,469,409$1,211,869,192
X-33 Total liabilities and net assetsStart of year $1,173,234,386$1,224,869,133
Part XI · Reconciliation of net assets $1,211,869,192 net assets at year end
XI-1 Total revenue$88,717,449
XI-2 Total expenses$57,398,786
XI-3 Revenue less expenses$31,318,663
XI-4 Net assets at start of year$1,154,469,409
XI-5 Net unrealized gains (losses) on investments$26,081,120
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,211,869,192

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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