Episcopal Health Foundation
Donations deductibleEpiscopal Health Foundation's network
15 people9 organisationsi15 people and 9 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Bill Montgomery Chair | Executive Chair | 2018 | 8 yrs |
| Rt Rev C Andrew Doyle Chair | Chair | 2018 | 8 yrs |
| Ann Barnes | President & CEO | 2022 | 4 yrs |
| Arthur Sherman | Director | 2024 | 2 yrs |
| Catherine Crain | Director | 2022 | 4 yrs |
| Daisy Morales | Director | 2022 | 4 yrs |
| Maria Boyce | Company secretary | 2022 | 4 yrs |
| Michele Lyn | Director | 2024 | 2 yrs |
| Patricia Snyder | Director | 2023 | 3 yrs |
| Precious Williams Owodunni | Director | 2018 | 8 yrs |
| Rev Bill Carroll | Director | 2022 | 4 yrs |
| Rev Francene Young | Director | 2023 | 3 yrs |
| Rev Peggy Lo | Director | 2024 | 2 yrs |
| Roland Goertz | Director | 2022 | 4 yrs |
| Simone Flowers | Director | 2022 | 4 yrs |
Officers and senior leadership
11 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alexandra Nolen | VP Impact | 2018 |
| Dale Dodds | Director of Finance | since 2022 |
| David Fisher | Asst. Treasurer | since 2018 |
| Jo Z Carcedo | VP Grants | since 2018 |
| Linda Riley Mitchell | Treasurer & CFO | since 2018 |
| Lisa Madry | VP Community Engagement | 2023 |
| Michael Walsh | VP Grants | 2024 |
| Robert Sasser | Chief Communications Officer | since 2022 |
| Shao-Chee Sim | VP Research | since 2018 |
| Susybelle Gosslee | Chief Admn Officer | since 2018 |
| Suzanne P Leahy | Dir of Evaluation | 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Ann Barnes | President & CEO | 40 | $613k | $78k | |
| Shao-Chee Sim | VP Research | 40 | $342k | $69k | |
| Susybelle Gosslee | Chief Administrative Officer | 40 | $303k | $65k | |
| Michael Walsh | VP Grants | 40 | $269k | $29k | |
| Dale Dodds | Director of Finance | 40 | $202k | $41k | |
| Robert Sasser | Chief Communications Officer | 40 | $189k | $55k | |
| Rt Rev C Andrew Doyle | Chair | 10 | $0 | $557k | $210k |
| Bill Montgomery | Executive Chair | 2 | $0 | ||
| Maria Boyce | Secretary | 2 | $0 | ||
| Rev Bill Carroll | Director | 2 | $0 | ||
| Catherine Crain | Director | 2 | $0 | ||
| Simone Flowers | Director | 2 | $0 | ||
| Roland Goertz | Director | 2 | $0 | ||
| Rev Peggy Lo | Director | 2 | $0 | ||
| Michele Lyn | Director | 2 | $0 | ||
| Daisy Morales | Director | 2 | $0 | ||
| Precious Williams Owodunni | Director | 2 | $0 | ||
| Arthur Sherman | Director | 2 | $0 | ||
| Patricia Snyder | Director | 2 | $0 | ||
| Rev Francene Young | Director | 2 | $0 | ||
| Linda Riley Mitchell | Treasurer & CFO | 10 | $0 | $457k | $55k |
| David Fisher | Assistant Treasurer | 10 | $0 | $212k | $53k |
About
- Legal name
- Episcopal Health Foundation
- EIN
- 462599162
- Address
- 1225 Texas St, Houston, TX, 77002-3504
- State
- Texas
- 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. (as filed on the Form 990)
- Activity (NTEE)
- E70 Health care
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Health Care
- Size band
- 9 (IRS master file code)
- Formed
- 2013
- Principal officer
- Ann Barnes (as named on the Form 990)
- IRS ruling date
- 1 June 2013
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- SO (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsBill Montgomery
≥8years on the filingsRt Rev C Andrew Doyle
≥8years on the filingsPrecious Williams Owodunni
≥4years on the filingsAnn Barnes
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $1.22bn
- Total liabilities
- $13m
- Net assets or fund balances
- $1.21bn
- Contributions and grants received
- $500k
- Program service revenue
- $0
- Grants and similar paid out
- $37.9m
- Employees
- 32
- Volunteers
- 13
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $88.7m | $57.4m | $31.3m |
As filed on the IRS Form 990. US dollars.
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Episcopal Health Foundation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Texas Comptroller of Public Accounts, entity data (data.texas.gov 9cir-efmm). Licence not stated. Data last fetched 18 October 2026.
- State
- Texas
- Entity type
- nonprofit corporation
- Status
- Active
- Formed
- 27 March 2013
- Registered agent
- Not stated
This register does not publish officers or directors.