2016-09-01T21:51:27-05:00 2015-12-31 GRANT THORNTON LLP 757 THIRD AVE 4TH FLOOR NEW YORK NY 100172013 990 2015-01-01 731635264 Episcopal Relief and Development % ESTHER COHEN EPIS 8553124325 815 Second Ave New York NY 10017 ESTHER COHEN COO 8553124325 2016-09-01 true Scott Thompsett P00741490 2125990100 2015 2016-12-15 16:53:06Z Dr Robert W Radtke 815 Second Ave New York NY 10017 15154258 false X www.episcopalrelief.org X 2002 NY EPISCOPAL RELIEF & DEVELOPMENT (ERD) IS A COMPASSIONATE RESPONSE OF THE EPISCOPAL CHURCH TO HUMAN SUFFERING. ERD's programs focus on food security, healthcare & emergency relief. 21 16 48 440 0 0 17849137 15165691 0 0 1294843 -164092 54945 152659 19198925 15154258 10211599 12466778 0 0 5551074 6023734 409251 315251 2272616 3363752 3880419 19535676 22686182 -336751 -7531924 38824341 29965193 3903763 2587752 34920578 27377441 X EPISCOPAL RELIEF & DEVELOPMENT IS A COMPASSIONATE RESPONSE OF THE EPISCOPAL CHURCH TO HUMAN SUFFERING IN THE WORLD. HEARING GOD'S CALL TO SEEK AND SERVE CHRIST IN ALL PERSONS AND TO RESPECT THE DIGNITY OF EVERY HUMAN BEING, EPISCOPAL RELIEF & DEVELOPMENT ENGAGES THE GENEROSITY OF EPISCOPALIANS AND OTHERS TO HEAL A HURTING WORLD. WORKING WITH ANGLICAN AND ECUMENICAL PARTNERS, EPISCOPAL RELIEF & DEVELOPMENT IMPLEMENTS PROGRAMS IN PRIMARY HEALTH CARE, EMERGENCY RELIEF AND REBUILDING AND FOOD SECURITY. EPISCOPAL RELIEF & DEVELOPMENT FAITHFULLY ADMINISTERS THE FUNDS THAT ARE RECEIVED FROM THE CHURCH AND RAISED FROM OTHER SOURCES. - MISSION AND MANDATE: HTTP://WWW.EPISCOPALRELIEF.ORG/WHO-WE-ARE/MISSION-AND-MANDATE - WHAT WE DO: HTTP://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO - FINANCIALS: HTTP://WWW.EPISCOPALRELIEF.ORG/WHO-WE-ARE/FINANCIALS false false 7280794 3974398 Primary Health Care Episcopal Relief & Development and its partners promote health and fight disease by empowering people and communities to protect themselves from common illnesses and increase overall health and well-being. Working with local churches and other partners, the organization's integrated programs prevent disease by caring for vulnerable mothers and their children, promoting nutrition and immunizations and increasing access to health care, clean water and adequate sanitation and hygiene. In partnership with health workers and clinics, Episcopal Relief & Development's programs target diseases such as malaria, diarrhea, pneumonia and HIV/AIDS. In 2015, partners in 23 countries implemented primary health care programs: - training health workers to educate communities about disease prevention and providing medication and immunizations through local and mobile clinics - offering maternal and child health programs and caring for children orphaned by HIV/AIDS - preventing diseases such as malaria through education and intervention in 11 countries through the NetsforLife malaria prevention program partnership. learn more at: http://www.episcopalrelief.org/what-we-do/our-programs/malaria - building clean water and sanitation systems, including wells and latrines. - learn more at: http://www.episcopalrelief.org/what-we-do/promoting-health 5333299 3423166 Emergency Relief and Rebuilding Episcopal Relief & Development and its partners in the United States and worldwide respond to disasters and help rebuild communities. With technical and financial support, the organization's partners deliver critical basics such as food, water and other necessities after emergencies, and remain present in communities long after the crisis is over to help heal, recover and rebuild. Disaster risk reduction and preparedness efforts help individuals and congregations prepare in advance of crises to reduce impact on vulnerable and underserved communities. In 2015, partners in 26 countries (including the United States) implemented emergency relief and rebuilding programs: - training communities to prepare for and respond to disasters - strengthening community infrastructure to reduce disaster risk and improve resilience after disasters - responding quickly with critical assistance - rebuilding/repairing homes, schools, clinics, and other civic buildings - promoting social and economic rehabilitation through small business development and income-generating opportunities - offering trauma counseling and psychosocial services for survivors. - learn more at: http://www.episcopalrelief.org/what-we-do/responding-to-disasters 6562019 5069214 Food Security Episcopal Relief & Development and its partners alleviate hunger and improve food supply by helping people leverage their own unique resources, knowledge and skills to create long-term agricultural strategies that enable families to feed themselves while protecting the environment. Locally developed climate-smart agriculture programs address the specific context of hunger and have a wider impact on the health and economic well-being of the community. In addition, Episcopal Relief & Development and its partners create economic opportunities and strengthen communities by empowering individuals and families to expand enterprises and increase their income. Agriculture and economic empowerment programs intentionally include women as participants and decision-makers, to improve gender equity and strengthen communities to challenge sexual and gender-based violence (SGBV). In 2015, partners in 20 countries implemented food security programs: - providing tools, seeds, and other resources to support family farms - developing and sharing context-appropriate, climate-smart farming techniques - distributing livestock to families, boosting their ability to cultivate their land and generate income from selling eggs and dairy - supporting sustainable agriculture and smallholder cooperatives - providing vocational training and micro-finance opportunities for people in 28 countries to start small businesses and expand sources of income. learn more at: http://www.episcopalrelief.org/what-we-do/creating-economic-opportu nities - empowering women through agriculture and income-generating activities, and working with local leaders to address sexual and gender-based violence (SGBV). learn more at: http://www.episcopalrelief.org/what-we-do/our-programs/gender-issue s-womens-empowerment - learn more at: http://www.episcopalrelief.org/what-we-do/alleviating-hunger 19176112 true true false false false false false false false true true false false false true true true true false true true true false true false false false true false true false false false false false false false false false false false false false true false false false true 14 0 true 48 true false true GH false false false false false false false false false X 21 16 false false false false false false false true true false false true true true true true true true true false AL AK AR CA CT FL GA 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 N Kurt Barnes Ex-Offico Board Member 1.0 40.0 X 0 221867 41099 the rt rev bishop stacy Sauls board member & Ex-Officio 1.0 40.0 X 0 227252 73235 rev Canon E Mark stevenson Board member 1.0 40.0 X 0 88000 38577 Most Rev Kath Jefferts Schori Presiding Bishop & Ex-Officio 1.0 40.0 X X 0 285314 70174 Dr Robert RADTKE President & Ex. Officio 40.0 0.0 X X 279407 0 63714 the rt rev michael b curry chairman 1.0 0.0 X X 0 0 0 Dr Pearl Chin treasurer 1.0 0.0 X X 0 0 0 Flo McAfee Board Member 1.0 0.0 X 0 0 0 Tucker Moodey Board Member 1.0 0.0 X 0 0 0 Judith Morrison Board Member 1.0 0.0 X 0 0 0 Constance R Perry Board Member 1.0 0.0 X 0 0 0 The Rt Rev Prince G Singh Board Member 1.0 0.0 X 0 0 0 Mr Franklin Berger Board Member 1.0 0.0 X 0 0 0 meredith Brown Board Member 1.0 0.0 X 0 0 0 Lindsay coates Board Member 1.0 0.0 X 0 0 0 Josephine H Hicks Board Member 1.0 0.0 X 0 0 0 sharon hilpert board Member 1.0 0.0 X 0 0 0 Daniel McNeel Lane board member 1.0 0.0 X 0 0 0 mr thomas w stoever board member 1.0 0.0 X 0 0 0 the rt rev Jeffrey Lee board member 1.0 0.0 X 0 0 0 the rev Genevieve Razim board Member 40.0 0.0 X 0 0 0 Abagail NELSON Senior V.P. Programs 40.0 0.0 X 189913 0 49526 Esther COHEN Chief Operating Officer 40.0 0.0 X 194627 0 19573 Malaiki KAMUNAWIRE Senior Dir., Marketing & COMM 40.0 0.0 X 137368 0 35810 Kirsten LAURSEN muth Senior Dir., Itn'l Programs 40.0 0.0 X 135305 0 37662 Joy SHIGAKI Senior Dir., Advancement 40.0 0.0 X 135415 0 25500 Sean McConnell Senior Director, Engagement 40.0 0.0 X 113305 0 9703 Catherine Mears Director, US Disaster Programs 40.0 0.0 X 102595 0 31173 Shaun Walsh Senior Director, NetsforLife 40.0 0.0 X 134189 0 0 1422124 822433 495746 9 true true false AB DATA 600 AB DATA DRIVE MILWAUKEE WI 53217 DIRECT MAILING 150390 SANKY COMMUNICATIONS 599 11TH AVENUE NEW YORK NY 10036 DIRECT MAILING 164861 SHAUN WALSH 83 BEAUFORF AVE BISPHAM-BLACKPOOL 0 UK FY29A6 PROGRAMING 134189 3 249403 14916288 15165691 0 -164092 -164092 0 0 0 0 0 0 0 0 0 STUDY TOURS 611710 152659 152659 152659 15154258 152659 -164092 2333975 2333975 0 10132803 10132803 0 663946 516244 76597 71105 0 3768043 2341236 719005 707802 676358 503583 78387 94388 639331 454206 9506 175619 276056 165971 55692 54393 0 108010 76097 4685 27228 85037 77086 3045 4906 0 315251 315251 164160 164160 661936 639952 21984 69548 1838 67710 104816 80813 6308 17695 0 0 39272 39272 1094160 980856 40656 72648 0 410426 381699 10570 18157 0 0 40320 34272 2016 4032 44473 25213 10552 8708 PRINTING AND MAILING 931146 306396 38054 586696 EQUIPMENT/SOFTWARE/COMPUTER 125488 84071 17123 24294 RESOURCE AND REFERENCE 1627 529 1098 22686182 19176112 1237454 2272616 0 0 12948026 6134653 3382806 2104672 0 0 0 0 0 0 0 0 0 0 180371 219997 385621 272856 135823 112765 21799584 21026588 377731 366518 0 0 0 0 0 0 38824341 29965193 1856258 878166 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2047505 1709586 3903763 2587752 X 21930601 19986780 12137036 6548933 852941 841728 34920578 27377441 38824341 29965193 X -7531924 -11213 X false true X true false X 20648378 18256418 21694879 17849137 15165691 93614503 0 0 20648378 18256418 21694879 17849137 15165691 93614503 1009826 92604677 289883 889587 3479853 1294843 -164092 5790074 0 28388 25761 20541 29445 104135 99508712 249747 0.93062 0.93006 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21799584 510674 -180792 950073 165442 21013951 20057300 1469193 1275839 834879 167869 21799584 16525724 883636 3636768 831643 157185 20057300 14278593 1013058 2232151 903745 94333 16525724 15007128 531262 -289480 868693 101624 14278593 0.95860 0.02260 0.01880 true true true 8450 4085 4365 377171 268771 108400 112765 0 ACCRUED POST RETIREMENT BENEFIT 1473129 DUE TO DFMS 236457 1709586 X 16303014 1324129 -11213 1312916 14990098 164160 164160 15154258 23846151 1324129 1324129 22522022 164160 164160 22686182 Schedule D, Part V, Line 4 The organization's endowment consists of 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. Schedule D, Part X 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 tax years ended 2012, 2013, 2014 and 2015 are still open to audit for both federal and state purposes. 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. Other changes in Revenue Change in beneficial interest in outside trusts held by others ($11,213) true Central America and the Caribbean Grantmaking Health, Food & Emerg. 2106922 East Asia and the Pacific Grantmaking Health, Food & Emerg. 248684 Europe (Including Iceland and Greenland) Grantmaking Health, Food & Emerg. 848209 Middle East and North Africa Grantmaking Health, Food & Emerg. 135000 South America Grantmaking Health, Food & Emerg. 260114 South Asia Grantmaking Health, Food & Emerg. 1276923 Sub-Saharan Africa 1 8 Grantmaking Health, Food & Emerg. 5256951 1 8 1 8 10132803 10132803 Europe (Including Iceland and Greenland) malaria 50000 bank wire Europe (Including Iceland and Greenland) ECLOF Int'l 64500 bank wire Europe (Including Iceland and Greenland) refugee 20000 bank wire Europe (Including Iceland and Greenland) DCA Nepal 517500 bank wire Europe (Including Iceland and Greenland) Refugee 20000 bank wire Europe (Including Iceland and Greenland) refugee 10000 bank wire Central America and the Caribbean haiti 44000 bank wire Central America and the Caribbean livelihood 400000 bank wire Central America and the Caribbean Solar Energy for FSIL 265950 bank wire Central America and the Caribbean livelihood 89550 bank wire Central America and the Caribbean Environment 89550 bank wire Central America and the Caribbean bti hati 190000 bank wire Central America and the Caribbean food 46815 bank wire Central America and the Caribbean Flood 10000 bank wire Central America and the Caribbean Disaster 75000 bank wire Central America and the Caribbean Economic Opportunity 152942 bank wire Central America and the Caribbean microfinance 110248 bank wire Central America and the Caribbean development program 224920 bank wire Central America and the Caribbean Servico Anglicano de Diaconia 72572 bank wire Central America and the Caribbean Education 50000 bank wire East Asia and the Pacific environment 85000 bank wire East Asia and the Pacific prevention 163684 Bank Wire Middle East and North Africa Relief 80000 bank wire Middle East and North Africa gaza 15000 bank wire Middle East and North Africa Relief 40000 bank wire Central America and the Caribbean Prevention 35034 bank wire South America service 124555 bank wire South America Development Projects 48000 bank wire South America Education 10000 bank wire South America financial 42525 bank wire South Asia Food 78000 bank wire Sub-Saharan Africa NetsforLife 10009 bank wire Sub-Saharan Africa flood 450731 bank wire Sub-Saharan Africa Crises 50265 bank wire Sub-Saharan Africa violence 45000 bank wire Sub-Saharan Africa Aid 10000 bank wire Sub-Saharan Africa Emergency 10000 bank wire Sub-Saharan Africa youth 488590 bank wire Sub-Saharan Africa Development Program 9620 bank wire Sub-Saharan Africa relief 123691 bank wire Sub-Saharan Africa Food 65000 bank wire Sub-Saharan Africa food 255553 bank wire Sub-Saharan Africa food 68319 bank wire Sub-Saharan Africa NesforLife 71990 bank wire Sub-Saharan Africa education 61030 bank wire Sub-Saharan Africa Food 743010 bank wire Sub-Saharan Africa Finance 516246 bank wire Sub-Saharan Africa NetsforLife 25000 bank wire Sub-Saharan Africa Development Program 581773 bank wire Sub-Saharan Africa NetsforLife 128402 bank wire Sub-Saharan Africa relief 7000 bank wire Sub-Saharan Africa Health 10000 bank wire Sub-Saharan Africa relief 7000 bank wire Sub-Saharan Africa relief 7000 bank wire Sub-Saharan Africa flood 255553 bank wire Sub-Saharan Africa Development 365864 bank wire Europe (Including Iceland and Greenland) energy 164459 bank wire South Asia development 78465 bank wire South Asia development 84911 bank wire South Asia micro credit 109462 bank wire South Asia Development 251396 bank wire South Asia recovery 674689 bank wire Sub-Saharan Africa netsforlife 10000 bank wire Sub-Saharan Africa NetsforLife 180892 bank wire Sub-Saharan Africa Capa MDG's 75000 bank wire Sub-Saharan Africa health 366023 bank wire Sub-Saharan Africa relief 188665 bank wire Sub-Saharan Africa netsforlife 64726 bank wire Central America and the Caribbean Finance 55001 Bank Wire Central America and the Caribbean woza Haiti 230374 Bank wire 70 false false false false false true Schedule F, Part I, Line 2 Episcopal Relief and 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 and 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 (with exchange rate checks) as well as examinations by independent auditors. X X X X X true A B DATA MARKETING 600 A B DATA DRIVE MILWAUKEE WI 53217 fundraising false 3521143 150390 3370753 SANKY COMMUNICATIONS Communications 599 11TH AVENUE New York NY 10036 fundraising false 1106796 164861 941935 4627939 315251 4312688 AL AK AR CA CO CT FL GA IL KS KY MD MN MS NH NM NY ND OK OR PA RI SC TN UT VA WA WV WI true Episcopal Diocese of Colorado 1300 Washington St Denver CO 80203 840408181 501(C)(3) 75000 Colorado Flood Diocese of Northern California 350 UniAveSte280 Sacramento CA 95825 952674275 501(C)(3) 10000 Fire Response Diocese of Easton 314 North Street Easton MD 21601 526015614 501(C)(3) 150000 Sandy Recovery Diocese of North Dakota 3600 25th St S Fargo ND 58104 450232404 501(C)(3) 9000 Fire Response Diocese of New Jersey 808 West State Street Trenton NJ 08618 210634592 501(C)(3) 210500 NJ Sandy Recovery Diocese of New York 1047 Amsterdam Ave New York NY 10025 135562307 501(C)(3) 100000 NY Sandy Response Episcopal Diocese of Oklahoma 724 N Robinson Oklahoma City OK 73102 730720626 501(C)(3) 283000 Tornado Recovery Diocese of Arkansas 310 West 17th Street Little Rock AR 72216 631028886 501(C)(3) 40000 tornado Response Diocese of Olympia 1551 10th Ave E Seattle WA 98102 900771317 501(C)(3) 10000 Flood Response Interchurch Medical Assistance Inc 500 Main Street New Windsor MD 21776 131937537 501(C)(3) 1161681 Health & Micro Pro. Domestic and Foreign Missionary Society 815 Second Ave New York NY 10017 135562208 501(C)(3) 107120 Capacity Building Trinity Episcopal Church 36 Main St Newtorn CT 06470 066055192 501(C)(3) 70000 Mental Health Diocese of NorthWestern Pennsylvania 240 SFourth St Philadelphia PA 19106 250965335 501(c)3 10000 emergency relief Diocese of Massachusetts 138 Tremont St Boston MA 02111 042104156 501(c)3 20000 Blizzard Emergency Diocese of Texas 1225 Texas Avenue Houston TX 77002 741143081 501(c)3 38000 Flood Relief Episcopal Church in Navajoland Mission P O Box 720 Farmington NM 87499 870332119 501(c)3 11038 Mission Emergency Diocese of West Texas 111 Torcido Dr San Antonio TX 78209 741143118 501(c)3 15000 Flood Relief 17 schedule I, part I, line 2 Episcopal Relief and Development Corporation takes its grant monitoring responsibilities seriously as it understands that the charitable efforts it funds reflects on the organization. To that end, Episcopal Relief and 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 false false false false false false false false false N Kurt Barnes Ex-Offico Board Member 0 221867 0 0 0 0 0 19968 0 21131 0 262966 0 0 the rt rev bishop stacy Sauls board member & Ex-Officio 0 227252 0 0 0 0 0 42412 0 30823 0 300487 0 0 Most Rev Kath Jefferts Schori Presiding Bishop & Ex-Officio 0 285314 0 0 0 0 0 59431 0 10743 0 355488 0 0 Dr Robert RADTKE President & Ex. Officio 279407 0 0 0 0 0 26125 0 37589 0 343121 0 0 0 Abagail NELSON Senior V.P. Programs 189913 0 0 0 0 0 17341 0 32185 0 239439 0 0 0 Esther COHEN Chief Operating Officer 194627 0 0 0 0 0 17342 0 2231 0 214200 0 0 0 Malaiki KAMUNAWIRE Senior Dir., Marketing & COMM 137368 0 0 0 0 0 12852 0 22958 0 173178 0 0 0 Kirsten LAURSEN muth Senior Dir., Itn'l Programs 135305 0 0 0 0 0 12746 0 24916 0 172967 0 0 0 Joy SHIGAKI Senior Dir., Advancement 135415 0 0 0 0 0 12091 0 13409 0 160915 0 0 0 Shaun Walsh Senior Director, NetsforLife 134189 0 0 0 0 0 0 0 0 0 134189 0 0 0 Form 990, Part VI, Line 11a 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 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, Line 12 (a, b & c) 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, 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. The last salary survey was conducted in June 2014. ACCORDINGLY, ALL SALARIES, INCLUDING THAT OF THE PRESIDENT, ARE BENCHMARKED AGAINST THE SALARIES OF LIKE POSITIONS AT SIMILAR SIZED RELIEF AND DEVELOPMENT ORGANIZATIONS. ALL SALARIES ARE REVIEWED ON AN ANNUAL BASIS. Form 990, Part VI, 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 ($11,213) Domestic and Foreign Missionary Society 815 Second Ave New York NY 10017 135562208 Religious NY 501(c)(3) 01 na false false false true false false false false false false false false false true true true true false false false Domestic and Foreign Missionary Society c 249403 Cost Domestic and Foreign Missionary Society m 1263630 Cost Domestic and Foreign Missionary Society p 959457 Cost