2022-10-13T09:19:13-05:00 2021-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2021-01-01 731635264 EPISCOPAL RELIEF AND DEVELOPMENT EPIS 8553124325 815 SECOND AVE NEW YORK NY 10017 ESTHER COHEN COO 8553124325 2022-10-13 1 ESTHER COHEN XXX-XX-XXXX SCOTT THOMPSETT P00741490 2125990100 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ROBERT W RADTKE 815 SECOND AVE NEW YORK NY 10017 26083390 0 X WWW.EPISCOPALRELIEF.ORG X 2002 NY WE OFFER A COMPASSIONATE RESPONSE TO HUMAN SUFFERING THROUGH DISASTER RELIEF PROGRAMS. 19 15 54 1575 0 0 15685463 24468299 0 0 3612481 1611306 16073 3785 19314017 26083390 8417996 10492167 0 0 8472568 8597349 517272 498494 2500716 2990193 2701062 20398029 22289072 -1084012 3794318 32912605 33719475 8345102 4529991 24567503 29189484 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 14207740 7451563 2000 SUSTAINABLE DEVELOPMENTEPISCOPAL RELIEF & DEVELOPMENT IS FOCUSED ON PARTNERING WITH COMMUNITIES WORLDWIDE TO OVERCOME THE CHALLENGES OF HUNGER, POVERTY AND DISEASE THROUGH A FULLY INTEGRATED AND HOLISTIC 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: WOMEN, CHILDREN AND CLIMATE RESILIENCE. (SEE SCHEDULE O)WOMEN - FOCUSES ON HELPING COMMUNITIES PROMOTE THE RIGHTS OF WOMEN AND CHILDREN AND MOVE TOWARD THE VISION THAT EVERYONE DESERVES A LIFE FREE FROM VIOLENCE IN A SOCIETY WHERE THEY ARE TREATED WITH DIGNITY AND RESPECT. ONLY THEN CAN COMMUNITIES TRULY HEAL AND THRIVE. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/WOMEN.CHILDREN - SUPPORTS AND PROTECTS KIDS UNDER SIX SO THEY REACH APPROPRIATE HEALTH AND DEVELOPMENTAL MILESTONES. THIS FOCUS ON EARLY DEVELOPMENT IS FOUNDATIONAL AND CRITICAL TO HELPING CHILDREN ACHIEVE THEIR FULL POTENTIAL AS FUTURE CONTRIBUTING MEMBERS OF THEIR COMMUNITIES. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/CHILDREN.CLIMATE RESILIENCE - FOCUSES ON HOW FAMILIES AND COMMUNITIES CAN WORK TOGETHER TO ADAPT TO THE EFFECTS OF RAPIDLY CHANGING WEATHER PATTERNS. THIS WORK INCLUDES PREPARING FOR AND RECOVERING FROM CLIMATE-INFLUENCED EVENTS SUCH AS FLOODS, HURRICANES AND OTHER DISASTERS. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/CLIMATE. 4384925 3040604 0 DISASTER RELIEF & RECOVERYIN COLLABORATION WITH LOCAL ANGLICAN AND ECUMENICAL PARTNERS, EPISCOPAL RELIEF & DEVELOPMENT RESPONDS TO EMERGENCIES, BOTH NATURAL AND HUMAN-CAUSED, IN THE US AND AROUND THE WORLD - PROVIDING ASSISTANCE TO HELP ALLEVIATE SUFFERING, RESTORE DIGNITY AND JUMP-START ECONOMIC RECOVERY. WITH TECHNICAL AND FINANCIAL SUPPORT FROM THE ORGANIZATION, CHURCH AND OTHER PARTNERS DELIVER CRITICAL SUPPLIES SUCH AS FOOD, WATER AND OTHER NECESSITIES AFTER EMERGENCIES, AND REMAIN PRESENT LONG AFTER THE CRISIS IS OVER TO HELP COMMUNITIES HEAL, RECOVER AND REBUILD LONG-TERM. EPISCOPAL RELIEF & DEVELOPMENT FOCUSES ON REACHING THE MOST UNDERSERVED AND MARGINALIZED COMMUNITIES, AND ACCOMPANYING THEM THROUGH THE LONG-TERM RECOVERY PROCESS. (SEE SCHEDULE O)US DISASTER PROGRAM - THROUGH A WIDE NETWORK OF EPISCOPAL DIOCESES AND OTHER CHURCH INSTITUTIONS IN THE US, THE ORGANIZATION OFFERS RESOURCES AND TRAINING TO HELP PEOPLE PREPARE FOR DISASTERS AND PROVIDE EMERGENCY SUPPORT SO VULNERABLE COMMUNITIES CAN MAKE A FULL AND SUSTAINED RECOVERY. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/US-DISASTER-PROGRAM.DISASTER RISK REDUCTION WORKING WITH ANGLICAN PARTNERS AROUND THE WORLD, THE ORGANIZATION'S EFFORTS HELP INDIVIDUALS AND CONGREGATIONS PREPARE IN ADVANCE OF CRISES TO REDUCE THE IMPACT ON VULNERABLE AND UNDERSERVED COMMUNITIES. THIS INVOLVES COORDINATION AND TRAINING OF LOCAL PARTNERS AND COMMUNITIES SO THEY ARE BETTER ABLE TO SERVE AND CARE FOR AT-RISK POPULATIONS. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/PROGRAM/DISASTER-RISK-REDUCTION. 18592665 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 26 0 1 54 1 0 1 GH 0 0 0 0 0 0 0 0 0 0 X 19 15 0 0 0 0 0 0 0 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 309605 117379 ROBERT W RADTKE EX-OFFICIO-PRESIDENT & CEO 40.00 0.00 X X 317570 0 66670 N KURT BARNES EX-OFFICIO MEMBER & CFO (EC) 1.00 40.00 X 0 270868 61217 REV DEACON GEOFFREY T SMITH EX-OFFICIO MEMBER & COO (EC) 1.00 40.00 X 0 234673 72122 TERI LAWVER CHAIR 1.00 0.00 X X 0 0 0 SOPHIE HOLLINGSWORTH VICE CHAIR (THRU 12/31/21) 1.00 0.00 X X 0 0 0 JOHN A MACKINNON SECRETARY (THRU 12/31/21) 1.00 0.00 X X 0 0 0 DAVID M MARTIN JR TREASURER (AS OF 01/21) 1.00 0.00 X X 0 0 0 THE RT REV JEFFREY D LEE TREASURER (THRU 01/21) 1.00 0.00 X X 0 0 0 SHIRLEY STOVER ALLEN BOARD MEMBER 1.00 0.00 X 0 0 0 ROSALIE S BALLENTINE BOARD MEMBER 1.00 0.00 X 0 0 0 MIGUEL ESCOBAR BOARD MEMBER 1.00 0.00 X 0 0 0 THE RT REV MARY GRAY-REEVES BOARD MEMBER 1.00 0.00 X 0 0 0 THE RT REV JENNIFER BASKERVILLE-BUR BOARD MEMBER (AS OF 01/21) 1.00 0.00 X 0 0 0 DR ROBERT JI MCCOUCH BOARD MEMBER 1.00 0.00 X 0 0 0 LAURA ELLEN MUGLIA BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL CARSCADDON BOARD MEMBER (01/21-07/21) 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 (AS OF 01/21) 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 (AS OF 01/21) 1.00 0.00 X 0 0 0 ABAGAIL NELSON EXECUTIVE VICE PRESIDENT 40.00 0.00 X 246310 0 72351 ESTHER COHEN CHIEF OPERATING OFFICER 40.00 0.00 X 228212 0 53736 ELIZABETH DEISROTH VP, ADVANCEMENT 40.00 0.00 X 177236 0 52845 MALAIKA KAMUNANWIRE VP, MARKETING & COMMUNICATION 40.00 0.00 X 168500 0 47335 TAMMI MOTT VP, INTL PROGRAM OPS 40.00 0.00 X 150135 0 44025 DR CHISECHE S MIBENGE DIRECTOR, GENDER INITIATIVES 40.00 0.00 X 151259 0 30438 EMILY BLOOM DIRECTOR, INSTITUTIONAL PARTNERSHIPS 40.00 0.00 X 159531 0 13631 1598753 815146 631749 24 0 1 0 SANKY COMMUNICATIONS INC 599 11TH AVENUE 6TH FLOOR NEW YORK NY 10036 FUNDRAISING 498494 PLANET PROFESSIONAL 183 MADISON AVENUE SUITE 1103 NEW YORK NY 10016 TEMP STAFFING 101253 2 1207245 23261054 24468299 1611306 1611306 STUDY TOURS 611710 2000 2000 MISCELLANEOUS REVENUE 900099 1785 1785 3785 26083390 2000 0 1613091 1914860 1914860 8577307 8577307 792092 565773 101757 124562 5510452 3935991 707904 866557 551415 429011 58135 64269 1322603 992834 111989 217780 420787 316146 48985 55656 19399 17660 1739 112144 101325 10819 498494 498494 90082 90082 881645 853120 10364 18161 156682 52185 992 103505 98324 82839 9336 6149 19948 19948 24661 8957 14872 832 191555 173730 6411 11414 14414 14414 66759 58371 2012 6376 PRINTING AND MAILING 678330 191912 4372 482046 EQUIPMENT/SOFTWARE/COMP 345718 300238 2304 43176 RESOURCE AND REFERENCE 1401 458 943 22289072 18592665 1195691 2500716 8691027 8091093 3303941 4062027 277512 227757 485355 454645 45125 30710 20176893 20833079 418107 474809 32912605 33719475 3177078 1755018 5168024 2774973 8345102 4529991 X 15040923 16309220 9526580 12880264 24567503 29189484 32912605 33719475 X 3794318 31363 -346212 1142512 X 0 1 X 1 1 1 X 25091936 20083719 18190781 15685463 24468299 103520198 25091936 20083719 18190781 15685463 24468299 103520198 494593 103025605 277453 295992 3756309 3612481 1611306 9553541 98 6074 85036 3598 1785 96591 113170330 514391 0.91040 0.91800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 98. 2018 AMOUNT: $ 6,074. 2019 AMOUNT: $ 85,036. 2020 AMOUNT: $ 3,598. 2021 AMOUNT: $ 1,785. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20176893 1642669 896401 90082 20833079 19418856 3402914 2537714 107163 20176893 18526543 3591513 2569882 129318 19418856 21823864 -1373964 1790874 132483 18526543 20284923 541434 3786352 2645324 143521 21823864 0.94032 0.02007 0.03961 1 1 1 8450 6056 2394 476905 448589 28316 30710 ACCRUED POST RETIREMENT BENEFITS 2560771 DUE TO DFMS 214202 2774973 X 27383926 31363 1212471 56702 1300536 26083390 0 26083390 23847755 1558683 1558683 22289072 0 22289072 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 THE EPISCOPAL RELIEF AND DEVELOPMENT FUND. 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, 2021 AND 2020, 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 56,702. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 51171 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTMAKING 2439876 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 17600 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTMAKING 194945 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTMAKING 10000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING 160602 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTMAKING 136239 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 7 GRANTMAKING 5566874 1 7 0 0 1 7 8577307 0 8577307 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GBV 51171 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, HURRICANE RELIEF 150001 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED DEVELOPMENT 482115 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, HIV PREVENTION 53513 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED CLIMATE RESILIENCE 565938 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED CLIMATE RESILIENCE 422411 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INTEGRATED CLIMATE RESILIENCE 359579 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, CLEAN WATER AND SANITATION 40000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, HURRICANE RELIEF 177365 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, COVID-19 RELIEF 8000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, HURRICANE RELIEF 120003 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, HURRICANE RELIEF 40951 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, HURRICANE RELIEF 20000 BANK WIRE 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES EMERGENCY RELIEF 17600 BANK WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, INTEGRATED DEVELOPMENT 74936 BANK WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, EMERGENCY RELIEF 120008 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, EMERGENCY RELIEF 10000 BANK WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, COVID-19 RELIEF 80300 BANK WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, COVID-19 RELIEF 50296 BANK WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, COVID-19 RELIEF 10000 BANK WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, COVID-19 RELIEF 10000 BANK WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, REFUGEE RESPONSE 5612 BANK WIRE 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, INTEGRATED CLIMATE RESILIENCE 59739 BANK WIRE 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, COVID-19 RELIEF 20000 BANK WIRE 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, INTEGRATED DEVELPOMENT 36500 BANK WIRE 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, SAVINGS WITH EDUCATION 20000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED CLIMATE RESILIENCE 982314 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED CLIMATE RESILIENCE 978961 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COVID-19 RELIEF 45036 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COVID-19 RELIEF 96207 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, FOOD SECURITY 131517 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COVID-19 RELIEF 125000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED DEVELPOMENT 279428 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED DEVELPOMENT 351300 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED DEVELPOMENT 362000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, ECD 822359 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED CLIMATE RESILIENCE 219000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GENDER BASED VIOLENCE PREVENTION 536339 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GBV 200000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INTEGRATED DEVELPOMENT 165227 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GBV 134986 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GBV 34000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, FINANCIAL LITERACY 15046 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COVID-19 RELIEF 23151 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, EMEREGENCY RELIEF 5003 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, FOOD SECURITY 15002 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, SAVINGS WITH EDUCATION 25000 BANK WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COVID-19 RELIEF 10000 0 48 0 0 0 0 0 0 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 AND BANK RECONCILIATIONS (WITH EXCHANGE RATE CHECKS) AS WELL AS EXAMINATIONS BY INDEPENDENT AUDITORS. PART III ACCOUNTING METHOD: X X X X X 1 SANKY COMMUNICATIONS 599 11TH AVE NEW YORK NY 10036 FUNDRAISING 0 6242132 498494 5743638 6242132 498494 5743638 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) 25000 0 LGBTQI+ SUPPORT DIOCESE OF PUERTO RICO SECTION 9602 SAINT JUST PR 958256518 660197834 501(C)(3) 448902 0 HURRICANE RESPONSE DIOCESE OF TEXAS 1225 TEXAS AVENUE HOUSTON TX 77002 741143081 501(C)(3) 460000 0 HURRICANE RESPONSE DIOCESE OF COLORADO 1300 N WASHINGTON ST DENVER CO 80203 840408181 501(C)(3) 50000 0 EMERGENCY RELIEF DIOCESE OF DALLAS 1630 N GARRETT AVE DALLAS TX 75206 752010325 501(C)(3) 10110 0 EMERGENCY RELIEF DIOCESE OF WEST TEXAS 111 TORCIDO DR SAN ANTONIO TX 78209 741143118 501(C)(3) 65000 0 EMERGENCY RELIEF DIOCESE OF WESTERN LOUISIANA 4321 YOUREE DRIVE SUITE 400 SHREVEPORT LA 71105 720876874 501(C)(3) 121900 0 EMERGENCY RELIEF DIOCESE OF VIRGIN ISLANDS BOX 7488 VIRGIN ISLANDS VI 00801 680051386 501(C)(3) 250000 0 HURRICANE RESPONSE DIOCESE OF FORT WORTH 3550 SOUTHWEST LOOP 820 FORT WORTH TX 76133 751855133 501(C)(3) 17500 0 EMERGENCY RELIEF DIOCESE OF ALABAMA 521 NORTH 20TH STREET BIRMINGHAM AL 35203 630288860 501(C)(3) 15000 0 EMERGENCY RELIEF DIOCESE OF ATLANTA 2744 PEACHTREE RD ATLANTA GA 30305 580572411 501(C)(3) 25000 0 EMERGENCY RELIEF CHURCH OF THE EPIPHANY 1317 G STREET NW WASHINGTON DC 20005 530196559 501(C)(3) 12000 0 EMERGENCY RELIEF DIOCESE OF TENNESSEE 3700 WOODMONT BLVD NASHVILLE TN 37215 620845508 501(C)(3) 10000 0 EMERGENCY RELIEF DIOCESE OF SOUTHWESTERN VIRGINIA 1002 1002 1ST ST SW PO BOX 2279 ROANOKE VA 24009 541718684 501(C)(3) 10000 0 EMERGENCY RELIEF DIOCESE OF NORTHERN CALIFORNIA 350 UNIVERSITY AVE 280 SACRAMENTO CA 95825 941408152 501(C)(3) 90448 0 EMERGENCY RELIEF DIOCESE OF EAST TENNESSEE 814 EPISCOPAL SCHOOL WAY KNOXVILLE TN 37932 621218955 501(C)(3) 10000 0 EMERGENCY RELIEF DIOCESE OF EAST CAROLINA 705 DOCTORS DRIVE KINSTON NC 28501 566049372 501(C)(3) 150000 0 EMERGENCY RELIEF DIOCESE OF LOUISIANA 1623 SEVENTH ST NEW ORLEANS LA 70115 720876874 501(C)(3) 50000 0 EMERGENCY RELIEF DIOCESE OF WESTERN NORTH CAROLINA 900-B CENTRE PARK DRIVE ASHVILLE NC 28805 566059247 501(C)(3) 10000 0 EMERGENCY RELIEF EPISCOPAL DIOCESE OF WEST VIRGINIA 1608 VIRGINIA ST EAST CHARLESTON WV 253112166 550360200 501(C)(3) 10000 0 COVID-19 RELIEF NEW YORK DISASTER INTERFAITH SERVICES 4 WEST 43RD STREET 407 NEW YORK NY 10036 010794539 501(C)(3) 40000 0 HURRICANE RESPONSE THE EPISCOPAL DIOCESE OF KENTUCKY 425 SOUTH SECOND STREET SUITE 200 LOUISVILLE KY 40202 610536772 501(C)(3) 24000 0 EMERGENCY RELIEF 22 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 THE MOST REV MICHAEL B CURRY PRES. BISHOP, EX-OFF. & HON CHAIR 0 309605 0 0 0 0 0 75570 0 41809 0 426984 0 0 ROBERT W RADTKE EX-OFFICIO-PRESIDENT & CEO 317570 0 0 0 0 0 29250 0 37420 0 384240 0 0 0 N KURT BARNES EX-OFFICIO MEMBER & CFO (EC) 0 270868 0 0 0 0 0 32504 0 28713 0 332085 0 0 ABAGAIL NELSON EXECUTIVE VICE PRESIDENT 246310 0 0 0 0 0 22500 0 49851 0 318661 0 0 0 REV DEACON GEOFFREY T SMITH EX-OFFICIO MEMBER & COO (EC) 0 234673 0 0 0 0 0 44495 0 27627 0 306795 0 0 ESTHER COHEN CHIEF OPERATING OFFICER 228212 0 0 0 0 0 20554 0 33182 0 281948 0 0 0 ELIZABETH DEISROTH VP, ADVANCEMENT 177236 0 0 0 0 0 16227 0 36618 0 230081 0 0 0 MALAIKA KAMUNANWIRE VP, MARKETING & COMMUNICATION 168500 0 0 0 0 0 15300 0 32035 0 215835 0 0 0 TAMMI MOTT VP, INTL PROGRAM OPS 150135 0 0 0 0 0 13500 0 30525 0 194160 0 0 0 DR CHISECHE S MIBENGE DIRECTOR, GENDER INITIATIVES 151259 0 0 0 0 0 13500 0 16938 0 181697 0 0 0 EMILY BLOOM DIRECTOR, INSTITUTIONAL PARTNERSHIPS 159531 0 0 0 0 0 13500 0 131 0 173162 0 0 0 GENERAL STATEMENT ABOUT THE IMPACT OF COVID-19 ON THE ORGANIZATION: TO HELP SUSTAIN ITSELF DURING THE ECONOMIC DISRUPTION WROUGHT BY THE PANDEMIC, THE ORGANIZATION SOUGHT ECONOMIC ASSISTANCE FROM THE GOVERNMENT. THE PAYCHECK PROTECTION PROGRAM ESTABLISHED BY THE CARES ACT PROVIDES SMALL BUSINESSES WITH FUNDS TO PAY UP TO 24 WEEKS OF CERTAIN NECESSARY EXPENDITURES, INCLUDING PAYROLL COSTS, RENT, AND UTILITIES. EPISCOPAL RELIEF AND DEVELOPMENT RECEIVED A PAYCHECK PROTECTION PROGRAM FORGIVABLE LOAN OF $1,207,245 AND REPORTED THIS LOAN ON ITS BALANCE SHEET. ON MAY 23, 2021, THE ORGANIZATION RECEIVED FULL FORGIVENESS OF THE LOAN AS IT MET ALL OF THE CRITERIA REQUIRED BY THE SMALL BUSINESS ADMINISTRATION TO OBTAIN FORGIVENESS. THIS IS REFLECTED AS A GOVERNMENT GRANT ON THE ORGANIZATION'S FORM 990, PART VIII, LINE 1E FOR THE YEAR ENDED DECEMBER 31, 2021. FORM 990, PART III, ORGANIZATION'S MISSION CONTINUED: 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 FACILITATES HEALTHIER, MORE FULFILLING LIVES IN COMMUNITIES STRUGGLING WITH HUNGER, POVERTY, DISASTER AND DISEASE WORLDWIDE. WORKING CLOSELY WITH ANGLICAN AND ECUMENICAL 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: WOMEN, CHILDREN AND CLIMATE RESILIENCE. 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 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 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 2021 AND 2022. 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 2022 TO ENSURE THAT THE WAGES IT PAYS ARE COMPARABLE WITH PEER INSTITUTIONS WITHIN ITS GEOGRAPHICAL MARKET. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS TO THE PUBLIC ALL OF EPISCOPAL RELIEF & DEVELOPMENT'S AUDITED FINANCIAL STATEMENTS, IRS FORM 990S, AND ANNUAL SUMMARIES ARE AVAILABLE ON THE ORGANIZATIONAL WEBSITE. FINANCIAL INFORMATION IS ALSO AVAILABLE THROUGH OTHER WEBSITES, SUCH AS GUIDE STAR. GOVERNANCE DOCUMENTS AND ORGANIZATIONAL POLICIES ARE AVAILABLE FROM OUR HEADQUARTERS UPON REQUEST. FORM 990, PART XI, LINE 9: POSTRETIREMENT RELATED ACTIVITIES OTHER THAN SERVICE COST 1,085,810. CHANGE IN BENEFICIAL INTEREST IN OUTSIDE TRUSTS HELD BY OTHERS 56,702. 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 1161461 COST DOMESTIC AND FOREIGN MISSIONARY SOCIETY K 346212 COST DOMESTIC AND FOREIGN MISSIONARY SOCIETY N 51010 COST