2021-11-08T08:55:59-06:00 2020-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2020-01-01 731635264 EPISCOPAL RELIEF AND DEVELOPMENT EPIS 8553124325 815 SECOND AVE NEW YORK NY 10017 ESTHER COHEN COO 8553124325 2021-04-21 1 ESTHER COHEN XXX-XX-XXXX SCOTT THOMPSETT P00741490 2125990100 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERT W RADTKE 815 SECOND AVE NEW YORK NY 10017 19314017 0 X WWW.EPISCOPALRELIEF.ORG X 2002 NY WE OFFER A COMPASSIONATE RESPONSE TO HUMAN SUFFERING THROUGH DISASTER RELIEF PROGRAMS. 21 17 55 1763 0 0 18190781 15685463 0 0 3756309 3612481 338463 16073 22285553 19314017 10409467 8417996 0 0 8945206 8472568 420209 517272 2928877 4332054 2990193 24106936 20398029 -1821383 -1084012 30953050 32912605 4613915 8345102 26339135 24567503 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 11974254 5578404 0 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. (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 - 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. 4046084 2839592 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. 16020338 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 27 0 1 55 1 0 1 GH 0 0 0 0 0 0 0 0 0 0 X 21 17 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 385099 116333 ROBERT W RADTKE EX-OFFICIO-PRESIDENT & CEO 40.00 0.00 X X 317752 0 65949 N KURT BARNES EX-OFFICIO MEMBER & CFO (EC) 1.00 40.00 X 0 294803 59362 ABAGAIL NELSON EXECUTIVE VICE PRESIDENT 40.00 0.00 X 243660 0 71198 REV DEACON GEOFFREY T SMITH EX-OFFICIO MEMBER & COO (EC) 1.00 40.00 X 0 271281 69964 ESTHER COHEN CHIEF OPERATING OFFICER 40.00 0.00 X 222708 0 69516 ELIZABETH DEISROTH VP, ADVANCEMENT 40.00 0.00 X 174094 0 51996 MALAIKA KAMUNANWIRE VP, MARKETING & COMMUNICATION 40.00 0.00 X 165483 0 46601 TAMMI MOTT VP, INTL PROGRAM OPS 40.00 0.00 X 147496 0 43266 DR CHISECHE S MIBENGE DIRECTOR, GENDER INITIATIVES 40.00 0.00 X 146712 0 30772 EMILY BLOOM DIRECTOR, INSTITUTIONAL PARTNERSHIPS 40.00 0.00 X 156826 0 13626 TERI LAWVER CHAIR 1.00 0.00 X X 0 0 0 SOPHIE HOLLINGSWORTH VICE CHAIR 1.00 0.00 X X 0 0 0 JOHN A MACKINNON SECRETARY 1.00 0.00 X X 0 0 0 THE RT REV JEFFREY D LEE TREASURER 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 (AS OF 1/1/2020) 1.00 0.00 X 0 0 0 THE RT REV MARY GRAY-REEVES BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID M MARTIN JR BOARD MEMBER (AS OF 1/1/2020) 1.00 0.00 X 0 0 0 THE REV DAVID C KILLEEN BOARD MEMBER 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 THE RT REV W RAMOS ORENCH 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 THE REV CANON G RAZIM BOARD MEMBER 1.00 0.00 X 0 0 0 MATT SILVA BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS W STOEVER JR BOARD MEMBER 1.00 0.00 X 0 0 0 1574731 951183 638583 23 0 1 0 SANKY COMMUNICATIONS INC 599 11TH AVENUE 6TH FL NEW YORK NY 10036 DIRECT MAILING 517272 BRIGHT RAIN SOLUTIONS 19 OLD TOWN SQUARE 238 FORT COLLINS CO 80524 INFORMATION TECH. 126070 BUILD CONSULTING LLC UNITED BANK LOCKBOX- BOX 223444 CHANTILLY VA 201533444 INFORMATION TECH. 100833 3 15685463 15685463 3612481 3612481 STUDY TOURS 611710 12475 12475 MISCELLANEOUS REVENUE 900099 3598 3598 16073 19314017 12475 0 3616079 2193232 2193232 6224764 6224764 802533 545615 123596 133322 5370532 3552078 754380 1064074 561667 394818 74961 91888 1313730 957770 50950 305010 424106 269997 81447 72662 23875 23875 124724 82193 42531 517272 517272 107163 107163 909856 854155 32094 23607 161680 14149 147531 68566 53513 8495 6558 30756 30756 169955 123142 26525 20288 318155 283116 11203 23836 20404 20404 65518 48921 6113 10484 PRINTING AND MAILING 683185 144292 93475 445418 EQUIPMENT/SOFTWARE/COMP 298961 223590 12806 62565 RESOURCE AND REFERENCE 7395 362 2671 4362 20398029 16020338 1448814 2928877 6774191 8691027 4105641 3303941 228769 277512 485355 440230 57241 45125 19402459 20176893 384749 418107 30953050 32912605 1385331 3177078 3228584 5168024 4613915 8345102 X 14165454 15040923 12173681 9526580 26339135 24567503 30953050 32912605 X -1084012 -346213 -341407 X 0 1 X 1 1 1 X 15282686 25091936 20083719 18190781 15685463 94334585 15282686 25091936 20083719 18190781 15685463 94334585 105046 94229539 276058 277453 295992 3756309 3612481 8218293 98 6074 85036 3598 94806 102647684 542300 0.91800 0.95390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 98. 2018 AMOUNT: $ 6,074. 2019 AMOUNT: $ 85,036. 2020 AMOUNT: $ 3,598. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19418856 3402914 2537714 107163 20176893 18526543 0 3591513 2569882 129318 19418856 21823864 0 -1373964 1790874 132483 18526543 20284923 541434 3786352 2645324 143521 21823864 21026588 329402 1157476 2103440 125103 20284923 0.94150 0.02070 0.03780 1 1 1 8450 5775 2675 476905 434455 42450 45125 ACCRUED POST RETIREMENT BENEFITS 3397910 PPP FORGIVABLE LOAN 1207245 DUE TO DFMS 562869 5168024 X 20488259 1209815 -35573 1174242 19314017 0 19314017 21954057 1556028 1556028 20398029 0 20398029 PART V, LINE 4: THE ORGANIZATION HOLDS TWO TRUST FUNDS, EACH OF WHICH HAS BOTH DONOR AND BOARD-DESIGNATED FUNDS. THE INCOME FROM THESE FUNDS IS USED TO SUPPORT THE ADMINISTRATIVE AND PROGRAM ACTIVITIES OF EPISCOPAL RELIEF & DEVELOPMENT. 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, 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 33,358. GOVERNMENT RECEIVABLE WRITEOFF -68,931. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 4000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 571714 NORTH AMERICA 0 0 GRANTMAKING 43800 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 104146 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 167004 SOUTH AMERICA 0 0 GRANTMAKING 324846 SOUTH ASIA 0 0 GRANTMAKING 208830 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 4800424 0 0 0 0 0 0 6224764 0 6224764 CENTRAL AMERICA AND THE CARIBBEAN MICRO-SAVINGS & HEALTH 159123 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN GBV 55000 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN HURRICANE RESPONSE 47715 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN MICRO-SAVINGS & HEALTH 90000 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN HURRICANE RESPONSE 50000 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN MICRO-SAVINGS & HEALTH 82876 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN EDUCATION 50000 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN ORGANIZATIONAL DEVELOPMENT 24000 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN HURRICANE RESPONSE 8000 BANK WIRE NORTH AMERICA ALBERTA FIRES / CANADA 43800 BANK WIRE EAST ASIA AND THE PACIFIC DISASTER RECOVERY PROGRAMS 59146 BANK WIRE EAST ASIA AND THE PACIFIC CPM DEVELOPMENT PARTNERSHIP 41000 BANK WIRE MIDDLE EAST AND NORTH AFRICA COVID 19 - RELIEF 15000 BANK WIRE MIDDLE EAST AND NORTH AFRICA COVID 19 - RELIEF 10000 BANK WIRE MIDDLE EAST AND NORTH AFRICA REFUGEES ASSISTANCE 80000 BANK WIRE MIDDLE EAST AND NORTH AFRICA SUDAN DEVELOPMENT 55004 BANK WIRE SOUTH AMERICA GENDER BASED VIOLENCE ASSISTANCE & MICRO FINANCE 74500 BANK WIRE SOUTH AMERICA COVID 19 - RELIEF 5040 BANK WIRE SOUTH AMERICA COVID 19 - RELIEF 8000 BANK WIRE SOUTH AMERICA GENDER BASED VIOLENCE ASSISTANCE & MICRO FINANCE 55422 BANK WIRE SOUTH AMERICA MICRO FINANCE SAVINGS PROGRAM 30865 BANK WIRE SOUTH AMERICA INTEGRATED DEVELOPMENT 146019 BANK WIRE SOUTH ASIA DISASTER RECOVERY PROGRAMS 14000 BANK WIRE SOUTH ASIA COVID 19 - RELIEF 11000 BANK WIRE SOUTH ASIA TYPHOON RELIEF 112440 BANK WIRE SOUTH ASIA MICRO FINANCE & HEALTH 38373 BANK WIRE SOUTH ASIA MICRO FINANCE & HEALTH 25000 BANK WIRE SUB-SAHARAN AFRICA WATER & SANITATION 321347 BANK WIRE SUB-SAHARAN AFRICA FOOD SECURITY & CAPACITY BUILDING 410770 BANK WIRE SUB-SAHARAN AFRICA RECOVERY PROJECT & REFUGEE 20000 BANK WIRE SUB-SAHARAN AFRICA RECOVERY PROJECT & REFUGEE 95643 BANK WIRE SUB-SAHARAN AFRICA GBV 41540 BANK WIRE SUB-SAHARAN AFRICA COVID 19 - RELIEF 18000 BANK WIRE SUB-SAHARAN AFRICA MALARIA, HEALTH & MICRO FINANCE 885035 BANK WIRE SUB-SAHARAN AFRICA HEALTH & MICRO FINANCE 1026986 BANK WIRE SUB-SAHARAN AFRICA GENDER BASED VIOLENCE PROJECTS 356080 BANK WIRE SUB-SAHARAN AFRICA INTERGRATED HEALTH ASSISTANCE 200031 BANK WIRE SUB-SAHARAN AFRICA INTERGRATED HEALTH ASSISTANCE 121480 BANK WIRE SUB-SAHARAN AFRICA INTERGRATED HEALTH ASSISTANCE 90000 BANK WIRE SUB-SAHARAN AFRICA INTERGRATED HEALTH ASSISTANCE 136976 BANK WIRE SUB-SAHARAN AFRICA FOOD SECURITY 131081 BANK WIRE SUB-SAHARAN AFRICA COVID 19 - RELIEF 17427 BANK WIRE SUB-SAHARAN AFRICA CHILD SURVIVAL / HIV ASSISTANCE 602085 BANK WIRE SUB-SAHARAN AFRICA MOTHER'S UNION SAVINGS GBV 120000 BANK WIRE SUB-SAHARAN AFRICA CAPACITY BUILDING & FOOD SECURITY 159000 BANK WIRE 45 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 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 5193636 517272 4676364 5193636 517272 4676364 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 DIOCESE OF ATLANTA 2744 PEACHTREE ROAD ATLANTA GA 30305 580572411 501(C)(3) 15000 COVID 19 - RELIEF DIOCESE OF CALIFORNIA 1055 TAYLOR STREET SAN FRANCISCO CA 94108 510194929 501(C)(3) 9350 FIRE RELIEF DIOCESE OF CENTRAL GULF COAST 201 N BAYLEN STREET PENSACOLA FL 32502 630302149 501(C)(3) 17850 HURRICANE RESPONSE DIOCESE OF OLYMPIA 1551 10TH AVENUE E SEATTLE WA 98102 900771317 501(C)(3) 14015 COVID 19 - RELIEF DIOCESE OF EAST CAROLINA 705 DOCTORS DRIVE KINSTON NC 28501 566049372 501(C)(3) 100000 HURRICANE RESPONSE DIOCESE OF EASTERN OREGON 1104 CHURCH STREET COVE OR 97824 930457732 501(C)(3) 15000 COVID 19 - RELIEF DIOCESE OF EL CAMINO 154 CENTRAL AVENUE SALINAS CA 93901 900287896 501(C)(3) 15000 COVID 19 - RELIEF DIOCESE OF LOUISIANA 1623 SEVENTH STREET NEW ORLEANS LA 70115 720876874 501(C)(3) 25000 HURRICANE RESPONSE DIOCESE OF WESTERN LOUSIANA 4321 YOUREE DRIVE SUITE 400 SHREVEPORT LA 71105 720876874 501(C)(3) 20000 HURRICANE RESPONSE DIOCESE OF NAVAJOLAND 1257 MISSION AVENUE FARMINGTON NM 87401 870332119 501(C)(3) 7500 COVID 19 - RELIEF DIOCESE OF NORTHERN CALIFORNIA 350 UNIVERSITY AVENUE 280 SACRAMENTO CA 95825 941408152 501(C)(3) 10000 FIRE RELIEF DIOCESE OF OREGON 11800 S MILITARY LANE 8436 PORTLAND OR 97219 930114100 501(C)(3) 10000 FIRE RELIEF DIOCESE OF SOUTH DAKOTA 408 NORTH JEFFERSON AVENUE PIERRE SD 57501 460224597 501(C)(3) 5768 COVID 19 - RELIEF DIOCESE OF SPOKANE (WASHINGTON) 525 E MISSION AVENUE SPOKANE WA 99202 910564957 501(C)(3) 10000 FIRE RELIEF AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 222584370 501(C)(3) 25000 LGBTQI+ SUPPORT DIOCESE OF TENNESSEE 3700 WOODMONT BLVD NASHVILLE TN 37215 620845508 501(C)(3) 30000 EMERGENCY RELIEF DIOCESE OF TEXAS 1225 TEXAS AVENUE HOUSTON TX 77002 741143081 501(C)(3) 1052134 EMERGENCY RELIEF DIOCESE OF WEST TEXAS 111 TORCIDO DRIVE SAN ANTONIO TX 78209 741143118 501(C)(3) 220000 EMERGENCY RELIEF WIDER CHURCH MINISTRIES 700 PROSPECT AVENUE EAST CLEVELAND OH 44115 042126593 501(C)(3) 8000 WATER APPEAL EL PORVENIR 80 GARDEN CENTER SUITE 135 BROOMFIELD CO 80020 680230597 501(C)(3) 70000 WATER AND SANITATION DIOCESE OF PUERTO RICO - IGLESIA EPISCOPAL PUERTORRIQUENA PR-848 TRUJILLO ALTO PR 00976 660197834 501(C)(3) 364970 HURRICANE RESPONSE 21 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 385099 0 0 0 0 0 75496 0 40837 0 501432 0 0 ROBERT W RADTKE EX-OFFICIO-PRESIDENT & CEO 317752 0 0 0 0 0 29250 0 36699 0 383701 0 0 0 N KURT BARNES EX-OFFICIO MEMBER & CFO (EC) 0 294803 0 0 0 0 0 31531 0 27831 0 354165 0 0 ABAGAIL NELSON EXECUTIVE VICE PRESIDENT 243660 0 0 0 0 0 22481 0 48717 0 314858 0 0 0 REV DEACON GEOFFREY T SMITH EX-OFFICIO MEMBER & COO (EC) 0 271281 0 0 0 0 0 43189 0 26775 0 341245 0 0 ESTHER COHEN CHIEF OPERATING OFFICER 222708 0 0 0 0 0 20497 0 49019 0 292224 0 0 0 ELIZABETH DEISROTH VP, ADVANCEMENT 174094 0 0 0 0 0 16181 0 35815 0 226090 0 0 0 MALAIKA KAMUNANWIRE VP, MARKETING & COMMUNICATION 165483 0 0 0 0 0 15295 0 31306 0 212084 0 0 0 TAMMI MOTT VP, INTL PROGRAM OPS 147496 0 0 0 0 0 13483 0 29783 0 190762 0 0 0 DR CHISECHE S MIBENGE DIRECTOR, GENDER INITIATIVES 146712 0 0 0 0 0 13500 0 17272 0 177484 0 0 0 EMILY BLOOM DIRECTOR, INSTITUTIONAL PARTNERSHIPS 156826 0 0 0 0 0 13500 0 126 0 170452 0 0 0 GENERAL STATEMENT ABOUT THE COVID-19 PANDEMIC'S IMPACT ON EPISCOPAL RELIEF THE COVID-19 PANDEMIC, WHOSE EFFECTS FIRST BECAME KNOWN IN JANUARY 2020, IS HAVING A BROAD AND NEGATIVE IMPACT ON COMMERCE AND FINANCIAL MARKETS AROUND THE WORLD. THE EXTENT OF THE IMPACT OF COVID-19 ON OUR OPERATIONAL AND FINANCIAL PERFORMANCE WILL DEPEND ON CERTAIN DEVELOPMENTS, INCLUDING THE DURATION AND CONTAINMENT OF THE OUTBREAK AND ITS IMPACT ON OUR CONTRIBUTING DIOCESES, OTHER DONORS, EMPLOYEES AND VENDORS, ALL OF WHICH AT PRESENT, CANNOT BE DETERMINED. ACCORDINGLY, THE EXTENT TO WHICH COVID-19 MAY IMPACT ON OUR FINANCIAL POSITION AND CHANGES IN NET ASSETS AND CASH FLOWS IS UNCERTAIN, SO THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS INCLUDE NO ADJUSTMENTS RELATING TO THE EFFECTS OF THIS PANDEMIC, IF ANY. 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. THE LOAN WILL BE RECORDED AS GOVERNMENTAL GRANT REVENUE ON NEXT YEAR'S FORM 990. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: 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 EFFORTS, THE ORGANIZATION IMPLEMENTS PROGRAMS IN THE FOLLOWING AREAS: WOMEN, CHILDREN AND CLIMATE. MISSION AND MANDATE: HTTPS://WWW.EPISCOPALRELIEF.ORG/WHO-WE-ARE/MISSION-AND-MANDATE WHAT WE DO: HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO 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 2017 AND 2018. 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 2020 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: CHANGE IN BENEFICIAL INTEREST IN OUTSIDE TRUSTS HELD BY OTHERS 33,358. GOVERNMENT RECEIVABLE WRITEOFF -68,931. POSTRETIREMENT BENEFIT OBLIGATIONS -305,834. 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 K 346212 COST DOMESTIC AND FOREIGN MISSIONARY SOCIETY M 1158806 COST DOMESTIC AND FOREIGN MISSIONARY SOCIETY N 51010 COST