2024-11-11T09:46:19-06:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2023-01-01 731635264 EPISCOPAL RELIEF AND DEVELOPMENT EPIS 8553124325 815 SECOND AVE NEW YORK NY 10017 ESTHER COHEN COO 8553124325 2024-11-11 1 0 SCOTT THOMPSETT P00741490 2125990100 2023 2024-10-15 13:58:12Z ROBERT W RADTKE 815 SECOND AVE NEW YORK NY 10017 22520184 0 X WWW.EPISCOPALRELIEF.ORG X 2002 NY WE ADVANCE LASTING CHANGE IN CO- MMUNITIES IMPACTED BY INJUSTICE, POVERTY DISASTER & CLIMATE CHANGE. 19 15 61 1502 0 0 37226485 21683372 0 0 -149325 818061 0 18751 37077160 22520184 12980701 12818707 0 0 9691143 9944637 538031 618943 2684810 3169449 4472391 26379324 27854678 10697836 -5334494 40880575 37606215 3751493 3819835 37129082 33786380 X EPISCOPAL RELIEF & DEVELOPMENT (THE ORGANIZATION") IS AN AFFILIATE OF THE DOMESTIC AND FOREIGN MISSIONARY SOCIETY OF THE PROTESTANT EPISCOPAL CHURCH OF THE UNITED STATES OF AMERICA (THE "SOCIETY OR "DFMS"). (SEE SCHEDULE O) 0 0 15918460 7071641 16700 SUSTAINABLE DEVELOPMENTEPISCOPAL RELIEF & DEVELOPMENT IS FOCUSED ON PARTNERING WITH FAITH AND COMMUNITY ORGANIZATIONS WORLDWIDE TO ADVANCE LASTING CHANGE IN COMMUNITIES AFFECTED BY INJUSTICE, POVERTY, DISASTER AND CLIMATE CHANGE THROUGH A FULLY INTEGRATED, HOLISTIC AND VALUES-BASED APPROACH TO DEVELOPMENT. USING THE SUSTAINABLE DEVELOPMENT GOALS (SDGS) AS A FRAMEWORK, THE ORGANIZATION CREATES LONG-TERM DEVELOPMENT STRATEGIES, DEMONSTRATING A MEASURABLE IMPACT IN THREE TRANSFORMATIVE PROGRAM PRIORITIES: EARLY CHILDHOOD DEVELOPMENT, WOMEN AND GIRLS AND CLIMATE RESILIENCE. (SEE SCHEDULE O)EARLY CHILDHOOD DEVELOPMENT (ECD) WE EQUIP AND SUPPORT PARENTS AND CAREGIVERS BECAUSE THE QUALITY OF CARE THAT CHILDREN RECEIVE DURING THE FIRST 1,000 DAYS OF LIFE AFFECTS THEM IN WAYS THAT LAST A LIFETIME. IN PARTNERSHIP WITH LOCAL FAITH INSTITUTIONS AND COMMUNITY LEADERS, EPISCOPAL RELIEF & DEVELOPMENT'S ECD PROGRAMMING FOCUSES ON A CHILD'S FULL AND HEALTHY DEVELOPMENT. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/CHILDREN.WOMEN AND GIRLS WE FORGE PARTNERSHIPS TO REDUCE GENDER-BASED VIOLENCE AND ADVANCE EQUALITY BY EQUIPPING AND SUPPORTING COMMUNITIES TO CONFRONT HARMFUL SOCIAL NORMS AND BEHAVIORS. OUR WORK PROMOTES THE RIGHTS OF WOMEN AND GIRLS AND MOVES TOWARD THE VISION THAT EVERYONE DESERVES A LIFE FREE FROM VIOLENCE IN A SOCIETY WHERE THEY ARE TREATED WITH DIGNITY AND RESPECT. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/WOMEN.CLIMATE RESILIENCE WE INVEST IN COMMUNITIES TO STRENGTHEN RESILIENCE TO CLIMATE CHANGE. THROUGH A NETWORK OF LOCAL PARTNERS, WE REACH REMOTE COMMUNITIES, EQUIPPING THEM WITH SKILL TRAINING, INFORMATION AND ACCESS TO FINANCIAL RESOURCES THEY NEED TO COPE AND ADAPT TO RISING CLIMATE RISKS AND UNCERTAINTY. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/CLIMATE. 7561724 5747066 0 DISASTER RELIEF & RECOVERYDISASTER RESPONSE WE WORK THROUGH A GLOBAL NETWORK OF LOCAL FAITH AND COMMUNITY PARTNERS TO SUPPORT PEOPLE IMPACTED BY NATURAL DISASTERS AND HUMAN-MADE CRISES IN THE UNITED STATES AND AROUND THE WORLD. WITH OUR PARTNERS, WE STRENGTHEN COMMUNITY PREPAREDNESS, PROVIDE EMERGENCY RELIEF IN THE WAKE OF A DISASTER AND SUPPORT LONG-TERM RECOVERY AND RESILIENCE BY INVESTING IN COMMUNITIES LONG AFTER THE CRISIS. WE SUPPORT INDIVIDUALS IN SHAPING THEIR OWN FUTURE FOR A FULL AND SUSTAINED RECOVERY. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/DISASTER-RESPONSE/ 23480184 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 33 0 1 61 1 0 1 GH 0 0 0 0 0 0 0 0 0 0 X 19 15 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY MD MA MN MS NH NM NY ND OK OR PA RI SC TN UT VA WA WV WI X X X ESTHER COHEN 2125180514 815 SECOND AVENUE NEW YORK NY 10017 THE MOST REV MICHAEL B CURRY PRES. BISHOP, EX-OFF. & HON CHAIR 1.00 40.00 X X 0 328460 111296 ROBERT W RADTKE EX-OFFICIO-PRESIDENT & CEO 40.00 0.00 X X 386053 0 74585 N KURT BARNES EX-OFFICIO MEMBER & CFO (EC) 1.00 40.00 X 0 287686 66617 JANE CISLUYCIS ACTING COO (AS OF 01/2023) 1.00 40.00 X X 0 165385 45127 TERI LAWVER CHAIR 1.00 0.00 X X 0 0 0 THE RT REV HECTOR MONTERROSO VICE CHAIR 1.00 0.00 X X 0 0 0 DR DAVID M MARTIN JR TREASURER 1.00 0.00 X X 0 0 0 MIGUEL ESCOBAR SECRETARY 1.00 0.00 X X 0 0 0 SHIRLEY STOVER ALLEN BOARD MEMBER 1.00 0.00 X 0 0 0 DR ROBERT JI MCCOUCH BOARD MEMBER 1.00 0.00 X 0 0 0 THE REV STEVEN D PAULIKAS BOARD MEMBER 1.00 0.00 X 0 0 0 KAREN LONGENECKER LCSW BOARD MEMBER 1.00 0.00 X 0 0 0 MATT SILVA BOARD MEMBER 1.00 0.00 X 0 0 0 KENNETH JONES II BOARD MEMBER 1.00 0.00 X 0 0 0 PUTNEY CLOOS BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL FAETH BOARD MEMBER 1.00 0.00 X 0 0 0 THE REV CANON MICHELE HAGANS BOARD MEMBER (AS OF 01/2023) 1.00 0.00 X 0 0 0 THE REV CHRISTINE PURCELL BOARD MEMBER (AS OF 01/2023) 1.00 0.00 X 0 0 0 JOHN VAN DE WEERT BOARD MEMBER (AS OF 01/2023) 1.00 0.00 X 0 0 0 ABAGAIL NELSON EXECUTIVE VICE PRESIDENT 40.00 0.00 X 266976 0 76208 ESTHER COHEN CHIEF OPERATING OFFICER 40.00 0.00 X 244828 0 60938 ELIZABETH DEISROTH VP, ADVANCEMENT 40.00 0.00 X 185410 0 55689 EMILY BLOOM VP, BUSINESS DEVELOPMENT 40.00 0.00 X 189125 0 16543 VICIA S CARRION SENIOR DIRECTOR, HUMAN RESOURCES 40.00 0.00 X 163513 0 69278 TAMMI MOTT VP, INTL PROGRAM OPS 40.00 0.00 X 184343 0 48853 SEAN MCCONNELL - SENIOR DIR FAITH & COMMUNITY ENGAGEMENT 40.00 0.00 X 167221 0 15007 1787469 781531 640141 31 0 1 0 SANKY COMMUNICATIONS INC 599 11TH AVENUE 6TH FLOOR NEW YORK NY 10036 FUNDRAISING 618943 BRANDTUITIVE INC 1460 BROADWAY NEW YORK NY 10036 MARKETING AGENCY 185485 MOORE RESPONSE MGMT GRP 100 JAMISON CT HAGERSTOWN MD 21740 LOCKBOX SERVICE 154214 METRO GRAPHICS LLC 393 MARCY AVE BROOKLYN NY 11206 PRINTING 138795 ACCENTURE LLP 395 9TH AVENUE NEW YORK NY 10001 ORGANIZATIONAL DEVELOPMENT 116085 6 21683372 21683372 293095 293095 524966 0 524966 524966 524966 STUDY TOURS 611710 16700 16700 MISCELLANEOUS REVENUE 900099 2051 2051 18751 22520184 16700 0 820112 1725923 1725923 11092784 11092784 897857 647386 99812 150659 6254670 4672080 995382 587208 591196 494443 31893 64860 1736176 1481935 99454 154787 464738 384131 29611 50996 24262 19792 2273 2197 123422 60714 60635 2073 618943 618943 68557 68557 1599490 1315808 36430 247252 270686 66346 20998 183342 139816 120798 8501 10517 51097 49268 670 1159 1014830 882148 70198 62484 248276 188963 33673 25640 8581 8581 116886 104234 3074 9578 PRINTING/MAILING 610168 48359 69481 492328 EQUIPMENT/SOFTWARE/COMP 193157 123698 48863 20596 RESOURCE/REFERENCE MAT. 3163 1374 1598 191 27854678 23480184 1689684 2684810 12845504 14791220 10722720 4228554 555403 327682 512267 471818 27004 40449 16152378 17767388 399218 433808 178348 17114 40880575 37606215 1993199 1880983 1758294 1938852 3751493 3819835 X 12710809 14659074 24418273 19127306 37129082 33786380 40880575 37606215 X -5334494 2002660 -10868 X 0 1 X 1 0 X 18190781 15685463 24468299 37226485 21683372 117254400 18190781 15685463 24468299 37226485 21683372 117254400 1165198 116089202 3756309 3612481 1611306 0 293095 9273191 85036 3598 1785 2051 92470 126620061 284602 0.91680 0.87420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 85,036. 2020 AMOUNT: $ 3,598. 2021 AMOUNT: $ 1,785. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 2,051. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16152378 2527626 844059 68557 17767388 20833079 -3952607 653017 75077 16152378 20176893 1642669 896401 90082 20833079 19418856 3402914 2537714 107163 20176893 18526543 3591513 2569882 129318 19418856 0.94090 0.01540 0.04370 1 1 1 8450 6620 1830 503817 465198 38619 40449 ACCRUED POSTRETIREMENT BENEFITS OTHER THAN PENSIONS 1857768 DUE TO DFMS 63970 OPERATING LEASE LIABILITY 17114 1938852 X 26176260 2002660 1632896 20520 3656076 22520184 0 22520184 29487574 1632896 1632896 27854678 0 27854678 PART V, LINE 4: THE ORGANIZATION MAINTAINS TWO BENEFICIAL INTERESTS IN TRUSTS, THAT ARE HELD AND MANAGED BY THE DOMESTIC AND FOREIGN MISSIONARY SOCIETY OF THE PROTESTANT EPISCOPAL CHURCH OF THE UNITED STATES OF AMERICA. BOTH OF THESE FUNDS HOLD DONOR AND BOARD-DESIGNATED FUNDS THAT ARE USED TO SUPPORT THE ADMINISTRATIVE AND PROGRAMMATIC ACTIVITIES OF EPISCOPAL RELIEF & DEVELOPMENT. IN ADDITION, CERTAIN DONORS HAVE ESTABLISHED TRUSTS WITH THIRD-PARTY ADMINISTRATORS, TYPICALLY BANKS OR OTHER EPISCOPAL ENTITIES, THE TERMS OF WHICH REQUIRE THE INCOME EARNED FROM SUCH GIFTS TO BE PAID TO THE ORGANIZATION AND/OR OTHER SPECIFIED BENEFICIARIES. PART X, LINE 2: THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS STANDARD PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS "MORE LIKELY THAN NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE STANDARD ALSO PROVIDES GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE AND HAD NO IMPACT ON THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. AS OF DECEMBER 31, 2023 AND 2022, THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN OUTSIDE TRUSTS HELD BY OTHERS 20,520. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 2583802 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 1465211 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 60242 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 645939 SOUTH AMERICA 0 0 GRANTMAKING 509330 SOUTH ASIA 0 0 GRANTMAKING 114879 SUB-SAHARAN AFRICA 1 7 GRANTMAKING 5713381 1 7 0 0 1 7 11092784 0 11092784 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM UKRAINE 1550000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED CLIMATE RESILIENCE 1037179 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED CLIMATE RESILIENCE 971556 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, EARLY CHILDHOOD DEVELOPMENT 943145 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM UKRAINE 450000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED DEVELPOMENT 410002 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED DEVELPOMENT 367896 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM EMERGENCY RELIEF 365755 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, EMERGENCY RELIEF 350000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED CLIMATE RESILIENCE 380598 BANK WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, EMERGENCY RELIEF 331705 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GENDER BASED VIOLENCE 352691 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, FOOD SECURITY 242184 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, HURRICANE RELIEF 256420 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED CLIMATE RESILIENCE 207000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED DEVELPOMENT 200000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GENDER BASED VIOLENCE 183900 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, EMEREGENCY RELIEF 195897 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED DEVELPOMENT 176996 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED DEVELPOMENT 156000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GENDER BASED VIOLENCE 150771 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, EMERGENCY RELIEF 150000 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, COVID-19 RELIEF 120000 BANK WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, COVID-19 RELIEF 96219 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM EMERGENCY RELIEF 95000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED CLIMATE RESILIENCE 128348 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED CLIMATE RESILIENCE 86582 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM EMERGENCY RELIEF 75047 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GENDER BASED VIOLENCE 73550 BANK WIRE 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, INTEGRATED DEVELOPMENT/EMERGENCY RELIEF 73002 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, FINANCIAL LITERACY 70707 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, HIV PREVENTION 65000 BANK WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, COVID-19 RELIEF 60406 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, EMERGENCY RELIEF 55000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COVID-19 RELIEF 55000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED DEVELOPMENT 80082 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COVID-19 RELIEF 41557 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GENDER BASED VIOLENCE 40000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED DEVELOPMENT 38861 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED DEVELOPMENT 35000 BANK WIRE 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, COVID-19 RELIEF 34900 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, EMERGENCY RELIEF 30000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COVID-19 RELIEF 24000 BANK WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, INTEGRATED DEVELOPMENT/EMERGENCY RELIEF 22000 BANK WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, EMERGENCY RELIEF 20515 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, COVID-19 RELIEF 20280 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, EMERGENCY RELIEF 20000 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, EMERGENCY RELIEF 20000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED DEVELOPMENT 20000 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GENDER BASED VIOLENCE 20000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, EMERGENCY RELIEF 19320 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GENDER BASED VIOLENCE 15850 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, EMERGENCY RELIEF 15000 BANK WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, COVID-19 RELIEF 13000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COVID-19 RELIEF 12000 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GENDER BASED VIOLENCE 10659 BANK WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, EMERGENCY RELIEF 10000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, CLEAN WATER AND SANITATION 10000 BANK WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, COVID-19 RELIEF 8000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM INTEGRATED DEVELOPMENT 8000 BANK WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, EMERGENCY RELIEF 7727 BANK WIRE 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, COVID-19 RELIEF 6977 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GENDER BASED VIOLENCE 5500 BANK WIRE 0 63 0 0 0 0 0 0 1 PART I, LINE 2: EPISCOPAL RELIEF & DEVELOPMENT TAKES ITS GRANT MONITORING RESPONSIBILITIES SERIOUSLY AS IT UNDERSTANDS THAT THE CHARITABLE EFFORTS IT FUNDS REFLECTS ON THE ORGANIZATION. TO THAT END, EPISCOPAL RELIEF & DEVELOPMENT MAY REQUIRE THE GRANTEE TO PROVIDE THE ORGANIZATION WITH A NUMBER OF DIFFERENT REPORTS, INCLUDING: FINANCIAL REPORTS, (E.G. ACTUAL VS. BUDGET REPORTS); EXPENSE MONITORING REPORTS (INCLUDING A REVIEW OF RECEIPTS, CONTRACTS, TITLES AND BANK STATEMENTS), ON-SITE EVALUATIONS, BANK RECONCILIATIONS AS WELL AS EXAMINATIONS BY INDEPENDENT AUDITORS. X X X X X 1 SANKY COMMUNICATIONS 599 11TH AVE NEW YORK NY 10036 FUNDRAISING 0 6188916 618943 5569973 6188916 618943 5569973 AL AR CA CO CT DE FL GA HI IL KS KY MA MD MN MS NE NH NM NY ND OK OR PA RI SC TN UT VA WA WV WI 1 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 222584370 501(C)(3) 100000 0 EMERGENCY RELIEF CHURCH WORLD SERVICE - USA 28606 PHILLIPS ST PO BOX 968 ELKHART IN 46515 134080201 501(C)(3) 25000 0 HURRICANE RELIEF DIOCESE OF ALABAMA 521 NORTH 20TH STREET BIRMINGHAM AL 35203 630288860 501(C)(3) 7000 0 EMERGENCY RELIEF DIOCESE OF KENTUCKY 425 S SECOND ST SUITE 200 LOUISVILLE KY 40202 610445831 501(C)(3) 35000 0 EMERGENCY RELIEF DIOCESE OF NORTHERN CALIFORNIA 350 UNIVERSITY AVE 280 SACRAMENTO CA 95825 941408152 501(C)(3) 100000 0 EMERGENCY RELIEF DIOCESE OF PUERTO RICO SECTION 9602 SAINT JUST PR 95825 660197834 501(C)(3) 495465 0 HURRICANE RELIEF DIOCESE OF SOUTHWEST FLORIDA 8005 25TH ST E PARRISH FL 34219 591282026 501(C)(3) 175000 0 HURRICANE RELIEF DIOCESE OF TEXAS 1225 TEXAS AVENUE HOUSTON TX 77002 741143081 501(C)(3) 100000 0 HURRICANE RELIEF DIOCESE OF WESTERN LOUISIANA PO BOX 2031 ALEXANDRIA LA 71309 720876874 501(C)(3) 300000 0 EMERGENCY RELIEF EPISCOPAL FARMWORKERS MINISTRY 2989 EASY ST DUNN NC 28334 560552784 501(C)(3) 93862 0 EMERGENCY RELIEF THE EPISCOPAL DIOCESE OF LOUISIANA 1623 SEVENTH STREET NEW ORLEANS LA 70115 720876874 501(C)(3) 150000 0 HURRICANE RELIEF TOGETHER NEW ORLEANS 2721 S BROAD ST NEW ORLEANS LA 70125 852994623 501(C)(3) 75000 0 EMERGENCY RELIEF DIOCESE OF HAWAII 229 QUEEN EMMA SQUARE HONOLULU HI 96813 990073522 501(C)(3) 20000 0 EMERGENCY RELIEF THE EPISCOPAL CHURCH OF ST JOHN THE DIVINE 1047 AMSTERDAM AVENUE NEW YORK NY 10025 952234734 501(C)(3) 28000 0 HURRICANE RELIEF DIOCESE OF VERMONT 5 ROCK POINT RD BURLINGTON VT 05408 311629166 501(C)(3) 10000 0 EMERGENCY RELIEF DIOCESE OF NORTH CAROLINA 200 W MORGAN STREET SUITE 300 RALEIGH NC 27601 560588469 501(C)(3) 11596 0 EMERGENCY RELIEF 16 0 PART I, LINE 2: EPISCOPAL RELIEF & DEVELOPMENT TAKES ITS GRANT MONITORING RESPONSIBILITIES SERIOUSLY AS IT UNDERSTANDS THAT THE CHARITABLE EFFORTS IT FUNDS REFLECTS ON THE ORGANIZATION. TO THAT END, EPISCOPAL RELIEF & DEVELOPMENT MAY REQUIRE THE GRANTEE TO PROVIDE THE ORGANIZATION WITH A NUMBER OF DIFFERENT REPORTS, INCLUDING: FINANCIAL REPORTS, (E.G. ACTUAL VS. BUDGET REPORTS); EXPENSE MONITORING REPORTS (INCLUDING A REVIEW OF RECEIPTS, CONTRACTS, TITLES AND BANK STATEMENTS), ON-SITE EVALUATIONS, BANK RECONCILIATIONS AS WELL AS EXAMINATIONS BY INDEPENDENT AUDITORS. X X X 0 0 0 0 0 0 0 0 0 ROBERT W RADTKE EX-OFFICIO-PRESIDENT & CEO 386053 0 0 0 0 0 35485 0 39100 0 460638 0 0 0 THE MOST REV MICHAEL B CURRY PRES. BISHOP, EX-OFF. & HON CHAIR 0 328460 0 0 0 0 0 80298 0 30998 0 439756 0 0 N KURT BARNES EX-OFFICIO MEMBER & CFO (EC) 0 287686 0 0 0 0 0 34522 0 32095 0 354303 0 0 ABAGAIL NELSON EXECUTIVE VICE PRESIDENT 266976 0 0 0 0 0 24586 0 51622 0 343184 0 0 0 ESTHER COHEN CHIEF OPERATING OFFICER 244828 0 0 0 0 0 22355 0 38583 0 305766 0 0 0 ELIZABETH DEISROTH VP, ADVANCEMENT 185410 0 0 0 0 0 17309 0 38380 0 241099 0 0 0 TAMMI MOTT VP, INTL PROGRAM OPS 184343 0 0 0 0 0 16768 0 32085 0 233196 0 0 0 VICIA S CARRION SENIOR DIRECTOR, HUMAN RESOURCES 163513 0 0 0 0 0 15503 0 53775 0 232791 0 0 0 JANE CISLUYCIS ACTING COO (AS OF 01/2023) 0 165385 0 0 0 0 0 19384 0 25743 0 210512 0 0 EMILY BLOOM VP, BUSINESS DEVELOPMENT 189125 0 0 0 0 0 16351 0 192 0 205668 0 0 0 SEAN MCCONNELL - SENIOR DIR FAITH & COMMUNITY ENGAGEMENT 167221 0 0 0 0 0 14301 0 706 0 182228 0 0 0 FORM 990, PART III, LINE 1 EPISCOPAL RELIEF & DEVELOPMENT WAS ESTABLISHED BY A RESOLUTION OF THE GENERAL CONVENTION OF THE EPISCOPAL CHURCH IN 1940 IN ORDER TO MEET THE NEEDS OF EUROPEAN REFUGEES FLEEING WORLD WAR II. TODAY, THE ORGANIZATION WORKS WITH AN EXTENSIVE NETWORK OF FAITH AND COMMUNITY PARTNERS TO ADVANCE LASTING CHANGE IN COMMUNITIES AFFECTED BY INJUSTICE, POVERTY, DISASTER AND CLIMATE CHANGE. WORKING CLOSELY WITH ANGLICAN, ECUMENICAL AND SECULAR PARTNERS, EPISCOPAL RELIEF & DEVELOPMENT SERVES THE NEEDS OF MORE THAN 3 MILLION PEOPLE EACH YEAR. THROUGH ITS SUSTAINABLE DEVELOPMENT AND DISASTER RELIEF AND RECOVERY EFFORTS, THE ORGANIZATION IMPLEMENTS PROGRAMS IN THE FOLLOWING AREAS: EARLY CHILDHOOD DEVELOPMENT, WOMEN AND GIRLS, CLIMATE RESILIENCE AND DISASTER RESPONSE. MISSION AND MANDATE: HTTPS://WWW.EPISCOPALRELIEF.ORG/WHO-WE-ARE/MISSION-AND-MANDATE WHAT WE DO: HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO FINANCIALS HTTPS://WWW.EPISCOPALRELIEF.ORG/WHO-WE-ARE/FINANCIALS/ FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BYLAWS STIPULATE THAT THE BOARD OF DIRECTORS SHALL BE SELF-PERPETUATING, AND THAT DIRECTORS SHALL BE ELECTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS; SUCH ELECTIONS MUST BE RATIFIED BY THE EXECUTIVE COUNCIL OF THE EPISCOPAL CHURCH. THE EXECUTIVE COUNCIL SERVES AS THE GOVERNING BODY OF THE EPISCOPAL CHURCH BETWEEN SESSIONS OF THE GENERAL CONVENTION, AND IS TASKED WITH CARRYING OUT PROGRAMS AND POLICIES ADOPTED BY THE GENERAL CONVENTION. THE ORGANIZATION'S BYLAWS PROVIDE THAT ANY AMENDMENTS TO THE ORGANIZATION'S BYLAWS ARE ONLY EFFECTIVE UPON RATIFICATION BY THE EXECUTIVE COUNCIL OF THE EPISCOPAL CHURCH. FORM 990, PART VI, SECTION A, LINE 7B REFER TO PART VI, LINE 7A NARRATIVE. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS OF FORM 990 THE FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. INITIALLY, THE FORM 990 IS REVIEWED BY THE CHIEF OPERATING OFFICER, THEN PROVIDED TO THE AUDIT AND RISK COMMITTEE OF THE BOARD FOR REVIEW AND COMMENT. THEREAFTER, A COPY OF THE DRAFT FORM 990 IS CIRCULATED ELECTRONICALLY TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER IS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY UPON HIRE, ALL EMPLOYEES ARE REQUIRED TO REVIEW AND COMPLETE A "CONFLICT OF INTEREST" DECLARATION. BOARD AND STAFF CONFLICT OF INTEREST DISCLOSURES ARE MONITORED BY THE OFFICE OF THE PRESIDENT & CEO AND HUMAN RESOURCES. THE ORGANIZATION REQUIRES ALL NEW BOARD MEMBERS TO COMPLETE A DISCLOSURE UPON COMMENCEMENT OF THEIR SERVICE. THESE DISCLOSURES ARE REQUIRED TO BE UPDATED AND REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION AND REVIEW OF COMPENSATION ALL SALARIES AT EPISCOPAL RELIEF & DEVELOPMENT ARE BASED ON MARKET-BASED SALARY SURVEYS CARRIED OUT BY AN INDEPENDENT HUMAN RESOURCE CONSULTANT, IN CONSULTATION WITH THE DEPARTMENT OF HUMAN RESOURCES OF EPISCOPAL RELIEF & DEVELOPMENT. SALARY AND COMPENSATION REVIEWS WERE PERFORMED IN 2022 AND 2023. ACCORDINGLY, ALL SALARIES, INCLUDING THAT OF THE PRESIDENT & CEO, ARE BENCHMARKED AGAINST THE SALARIES OF LIKE POSITIONS AT SIMILAR SIZED RELIEF AND DEVELOPMENT ORGANIZATIONS. ALL SALARIES ARE REVIEWED ON AN ANNUAL BASIS. THE ORGANIZATION COMMISSIONED ITS MOST RECENT EXECUTIVE COMPENSATION STUDY IN CALENDAR YEAR 2023 TO ENSURE THAT THE WAGES IT PAYS ARE COMPARABLE WITH PEER INSTITUTIONS WITHIN ITS GEOGRAPHICAL MARKET. FORM 990, PART VI, SECTION C, LINE 19 ALL OF EPISCOPAL RELIEF & DEVELOPMENT'S AUDITED FINANCIAL STATEMENTS, IRS FORM 990S, AND ANNUAL REPORTS ARE AVAILABLE ON THE ORGANIZATIONAL WEBSITE. FINANCIAL INFORMATION IS ALSO AVAILABLE THROUGH OTHER WEBSITES, SUCH AS THE BETTER BUSINESS BUREAU, CANDID AND CHARITY NAVIGATOR. GOVERNANCE DOCUMENTS AND ORGANIZATIONAL POLICIES ARE AVAILABLE FROM OUR HEADQUARTERS UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN OUTSIDE TRUSTS HELD BY OTHERS 20,520. POSTRETIREMENT RELATED ACTIVITIES OTHER THAN SERVICE COST -31,388. DOMESTIC AND FOREIGN MISSIONARY SOCIETY 815 SECOND AVE NEW YORK NY 10017 135562208 RELIGIOUS NY 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 DOMESTIC AND FOREIGN MISSIONARY SOCIETY M 1100980 COST DOMESTIC AND FOREIGN MISSIONARY SOCIETY K 356598 COST DOMESTIC AND FOREIGN MISSIONARY SOCIETY N 175318 COST