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Nonprofiteer
← EPISCOPAL HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by EPISCOPAL HEALTH FOUNDATION.

Totals

Total revenue
$29,297,302
Total expenses
$56,031,087
Contributions and grants received
$500,000
Grants paid
$36,454,447
Program service revenue
$0
Investment income
$28,362,518
Other revenue
$434,784
Total assets, end of year
$1,173,234,386
Total liabilities, end of year
$18,764,977
Net assets or fund balances, end of year
$1,154,469,409
Program services expenses (Part IX)
$48,354,106
Management and general expenses
$7,676,981
Fundraising expenses
$0
Program service expenses (Part III)
$48,354,106

Program services were 86.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Rt Rev C Andrew Doyle

    Chair

    Total calculated
    $716,897
    From this org
    $0
    From related orgs
    $542,813
    Other
    $174,084
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $542,813 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $124,665 related
    Nontaxable benefits
    $0 + $49,419 related
    Filer's total
    $0 + $716,897 related

  • Bill Montgomery

    Executive Chair

    Total calculated
    $0
    Hours/week
    2

  • Maria Boyce

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Rev Bill Carroll

    Director

    Total calculated
    $0
    Hours/week
    2

  • Scott Caven

    Director

    Total calculated
    $0
    Hours/week
    2

  • Catherine Crain

    Director

    Total calculated
    $0
    Hours/week
    2

  • Simone Flowers

    Director

    Total calculated
    $0
    Hours/week
    2

  • Roland Goertz

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dr Michele Lyn

    Director

    Total calculated
    $0
    Hours/week
    2

  • Daisy Morales

    Director

    Total calculated
    $0
    Hours/week
    2

  • Precious Williams Owodunni

    Director

    Total calculated
    $0
    Hours/week
    2

  • Patricia Snyder

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rev Catherine Wright

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rev Francene Young

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ann Barnes

    President & CEO

    Total calculated
    $660,321
    From this org
    $585,499
    From related orgs
    $0
    Other
    $74,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $585,499
    Bonus
    $0
    Other
    $0
    Deferred
    $52,695
    Nontaxable benefits
    $22,127
    Filer's total
    $660,321

  • Linda Riley Mitchell

    Treasurer & CFO

    Total calculated
    $499,363
    From this org
    $0
    From related orgs
    $449,384
    Other
    $49,979
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $449,384 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $36,948 related
    Nontaxable benefits
    $0 + $13,031 related
    Filer's total
    $0 + $499,363 related

  • David Fisher

    Assistant Treasurer

    Total calculated
    $257,697
    From this org
    $0
    From related orgs
    $205,470
    Other
    $52,227
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,470 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,492 related
    Nontaxable benefits
    $0 + $33,735 related
    Filer's total
    $0 + $257,697 related

  • Shao-Chee Sim

    VP Research

    Total calculated
    $470,710
    From this org
    $398,869
    From related orgs
    $0
    Other
    $71,841
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $398,869
    Bonus
    $0
    Other
    $0
    Deferred
    $35,898
    Nontaxable benefits
    $35,943
    Filer's total
    $470,710

  • Jo Z Carcedo

    VP Grants

    Total calculated
    $419,009
    From this org
    $370,643
    From related orgs
    $0
    Other
    $48,366
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,643
    Bonus
    $0
    Other
    $0
    Deferred
    $33,358
    Nontaxable benefits
    $15,008
    Filer's total
    $419,009

  • Susybelle Gosslee

    Chief Administrative Officer

    Total calculated
    $409,785
    From this org
    $342,974
    From related orgs
    $0
    Other
    $66,811
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,974
    Bonus
    $0
    Other
    $0
    Deferred
    $30,868
    Nontaxable benefits
    $35,943
    Filer's total
    $409,785

  • Lisa Madry

    VP Community Engagement

    Total calculated
    $333,192
    From this org
    $293,607
    From related orgs
    $0
    Other
    $39,585
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,587
    Bonus
    $0
    Other
    $177,020
    Deferred
    $26,425
    Nontaxable benefits
    $13,160
    Filer's total
    $333,192

  • Robert Sasser

    Chief Communications Officer

    Total calculated
    $278,184
    From this org
    $222,239
    From related orgs
    $0
    Other
    $55,945
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,239
    Bonus
    $0
    Other
    $0
    Deferred
    $20,002
    Nontaxable benefits
    $35,943
    Filer's total
    $278,184

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 4a
Lisa Madry's taxable compensation includes $177,020 of severance pay.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • EH Investment Fund LP

    Excluded · Investment · DE · 68.84% owned · share of income $21,477,132 · share of assets $965,382,785

    Directly controlled by Episcopal Health Foundation

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349310475

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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