EPISCOPAL RETIREMENT SERVICES FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL RETIREMENT SERVICES FOUNDATION (EIN 31-1570272)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349300437
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T07:07:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON STREET SUITE 200 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311570272 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL RETIREMENT SERVICES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 5132719610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3870 VIRGINIA AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL P STEWARD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5132719610 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER COLEMAN | PreparerPersonNm |
| PTIN | P00743188 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURA LAMB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3870 VIRGINIA AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,249,631 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EPISCOPALRETIREMENT.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE EXCLUSIVE PURPOSE FOR WHICH EPISCOPAL RETIREMENT SERVICES FOUNDATION WAS FORMED IS TO SOLICIT, RECEIVE, ACQUIRE, HOLD, MONITOR AND INVEST MONEY AND OTHER REAL AND PERSONAL PROPERTY AND, FROM TIME TO TIME, DISBURSE THE SAME AND/OR THE INCOME THEREFROM TO EPISCOPAL RETIREMENT HOMES, INC., AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC OF 1986 AS AMENDED AND AS FURTHER DESCRIBED IN SECTION 509(A)(1) OF SAID CODE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $2,320 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,342,675 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,829,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $379,436 | PYInvestmentIncomeAmt |
| CY Investment Income | $386,654 | CYInvestmentIncomeAmt |
| PY Other Revenue | $241,411 | PYOtherRevenueAmt |
| CY Other Revenue | -$11,649 | CYOtherRevenueAmt |
| PY Total Revenue | $2,963,522 | PYTotalRevenueAmt |
| CY Total Revenue | $2,204,505 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,008,618 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,491,489 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $415,770 | PYOtherExpensesAmt |
| CY Other Expenses | $376,845 | CYOtherExpensesAmt |
| PY Total Expenses | $4,424,388 | PYTotalExpensesAmt |
| CY Total Expenses | $2,868,334 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,460,866 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$663,829 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,026,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,911,503 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,103 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,702 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,959,037 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,848,801 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE EXCLUSIVE PURPOSE FOR WHICH EPISCOPAL RETIREMENT SERVICES FOUNDATION WAS FORMED IS TO SOLICIT, RECEIVE, ACQUIRE, HOLD, MONITOR AND INVEST MONEY AND OTHER REAL AND PERSONAL PROPERTY AND, FROM TIME TO TIME, DISBURSE THE SAME AND/OR THE INCOME THEREFROM TO EPISCOPAL RETIREMENT SERVICES (ERS) AND/OR OTHER ORGANIZATIONS THAT ERS IS A MEMBER OF, INCLUDING, BUT NOT LIMITED TO, EPISCOPAL RETIREMENT HOMES, INC., EPISCOPAL RETIREMENT SERVICES DEVELOPMENT, LLC, AND EPISCOPAL RETIREMENT HOMES AFFORDABLE LIVING LLC, AND ALL AFFILIATES OF WHICH IT IS A MEMBER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,868,334 | ExpenseAmt |
| Grant | $2,491,489 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE EPISCOPAL RETIREMENT SERVICES FOUNDATION (ERSF) HAS BEEN SUCCESSFUL IN SOLICITING, RECEIVING AND INVESTING FUNDS FOR THE SUPPORT OF EPISCOPAL RETIREMENT SERVICES (ERS) AND EPISCOPAL RETIREMENT HOMES, INC. (ERH). THIS HAS ENABLED ERS AND ERH TO CONTINUE OPERATING AND DEVELOPING SENIOR HOUSING FOR THE COMMUNITY IN CONTINUING CARE RETIREMENT COMMUNITIES, AFFORDABLE SUBSIDIZED HOUSING, COMMUNITY SERVICES, MEALS ON WHEELS AND PARISH HEALTH MINISTRY. | Desc |
| Total Program Service Expenses | $2,868,334 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL P STEWARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5132719610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3870 VIRGINIA AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45227 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| JOANN HAGOPIAN | |||||||
| CHAIR | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| DORA ANIM | |||||||
| BOARD MEMBER | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| JON B BOSS | |||||||
| BOARD MEMBER | 0.20 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TONY BRUNS | |||||||
| BOARD MEMBER | 0.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| W THOMAS COOPER | |||||||
| BOARD MEMBER -ECHF REP | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| REV DARREN ELIN | |||||||
| BOARD MEMBER-BISHOP'S REP | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| ERIC KEARNEY | |||||||
| BOARD MEMBER | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| APRYL POPE | |||||||
| BOARD MEMBER | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| TOM REGAN | |||||||
| BOARD MEMBER | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| THOMAS RETFORD | |||||||
| BOARD MEMBER -DH REP | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| BILL WOODS | |||||||
| BOARD MEMBER -MPL REP | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| CHIP WORKMAN | |||||||
| BOARD MEMBER | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| LAURA LAMB | |||||||
| CEO | 10.00 | 30.00 | $0 | $458,571 | $78,609 | Yes (X) | |
| DANIEL STEWARD | |||||||
| CFO | 10.00 | 30.00 | $0 | $273,923 | $33,987 | Yes (X) | |
| BEVERLY EDWARDS | |||||||
| VP -RESIDENTIAL HEALTHCARE | 10.00 | 30.00 | $0 | $214,067 | $3,451 | Yes (X) | |
| JOAN WETZEL | |||||||
| VP -HUMAN RESOURCES | 10.00 | 30.00 | $0 | $177,755 | $39,186 | Yes (X) | |
| JAMES WILSON | |||||||
| VP -AFFORDABLE LIVING | 10.00 | 30.00 | $0 | $195,240 | $15,760 | Yes (X) | |
| LAURYN MOORE | |||||||
| VP -MARKETING | 10.00 | 30.00 | $0 | $76,695 | $7,529 | Yes (X) | |
| BRYAN REYNOLDS | |||||||
| VP -MARKETING | 10.00 | 30.00 | $0 | $21,832 | $1,354 | Yes (X) | |
| MEGAN BRADFORD | |||||||
| VP -MIDDLE MARKET & MINISTRY | 10.00 | 30.00 | $0 | $159,379 | $5,906 | Yes (X) | |
| JOY BLANG | |||||||
| EXECUTIVE DIRECTOR OF PHILATHROPY | 10.00 | 0.00 | $0 | $135,468 | $42,513 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,712,930 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $228,295 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $226,395 | FundraisingAmt |
| All Other Contributions | $1,603,105 | AllOtherContributionsAmt |
| Noncash Contributions | $8,282 | NoncashContributionsAmt |
| Total Contributions | $1,829,500 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $386,654 | TotalRevenueColumnAmt |
| Exclusion | $386,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $226,395 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $45,126 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,626 | TotalRevenueColumnAmt |
| Exclusion | -$26,626 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NON-OPERATING INCOME | 900099 | $12,657 | $12,657 | |
| OTHER PARTNERSHIP INCO | 900099 | $2,320 | $2,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,977 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,204,505 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,320 | UnrelatedBusinessRevenueAmt |
| Exclusion | $372,685 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,491,489 | TotalAmt |
| Program Services | $2,491,489 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| OPERATING EXPENSES | $323,514 | $323,514 |
| FUND DEVELOPMENT COSTS | $51,448 | $51,448 |
| BANK CHARGES | $1,883 | $1,883 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,868,334 | TotalAmt |
| Program Services | $2,868,334 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,543,207 | BOYAmt |
| EOY | $3,242,683 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,136 | BOYAmt |
| EOY | $233,106 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,475,678 | BOYAmt |
| EOY | $29,887,836 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,768,119 | BOYAmt |
| EOY | $28,547,878 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,026,140 | BOYAmt |
| EOY | $61,911,503 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,103 | BOYAmt |
| EOY | $62,702 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,103 | BOYAmt |
| EOY | $62,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,144,858 | BOYAmt |
| EOY | $27,954,341 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,814,179 | BOYAmt |
| EOY | $33,894,460 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,959,037 | BOYAmt |
| EOY | $61,848,801 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,026,140 | BOYAmt |
| EOY | $61,911,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$663,829 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,581,062 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$27,469 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| EPISCOPAL RETIREMENT HOMES INC | ||||
| 310554071 | 10 | Yes (1) | $1,852,541 | $0 |
| EPISCOPAL RETIREMENT SERVICES | ||||
| 475651061 | 10 | Yes (1) | $638,948 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,491,489 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | Yes (1) | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 11: | FormAndLineReferenceDesc |
| Explanation | LAURA LAMB, CEO, IS A BOARD MEMBER AND MAKES PERSONAL DONATIONS TO EPISCOPAL RETIREMENT SERVICES FOUNDATION. JOANN HAGOPIAN IS A BOARD MEMBER AND MAKES PERSONAL DONATIONS TO EPISCOPAL RETIREMENT SERVICES FOUNDATION. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,450,678 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,188,020 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,077,422 | OtherExpendituresAmt |
| End Year Balance | $29,571,276 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,484,496 | BeginningYearBalanceAmt |
| Contributions | $19,657 | ContributionsAmt |
| Investment Earnings Or Losses | $4,110,371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,163,846 | OtherExpendituresAmt |
| End Year Balance | $28,450,678 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,002,803 | BeginningYearBalanceAmt |
| Contributions | $53,896 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,740,386 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,831,817 | OtherExpendituresAmt |
| End Year Balance | $26,484,496 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,026,500 | BeginningYearBalanceAmt |
| Contributions | $6,151 | ContributionsAmt |
| Investment Earnings Or Losses | $3,229,019 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,258,867 | OtherExpendituresAmt |
| End Year Balance | $34,002,803 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,674,844 | BeginningYearBalanceAmt |
| Contributions | $27,573 | ContributionsAmt |
| Investment Earnings Or Losses | $3,437,328 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,113,245 | OtherExpendituresAmt |
| End Year Balance | $32,026,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN MARJORIE LEE ENDOWNMENT FUND | $28,591,290 |
| CHARITABLE UNITRUST | $22,310 |
| DUE FROM AFFILIATES | -$65,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $28,547,878 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITIES | Desc |
| Amt | $62,702 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $62,702 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE OF THE ORGANIZATION ENDOWMENTS IS TO USE 4.0% OF THE AVERAGE MARKET VALUE OF THE FUNDS OVER THE PREVIOUS 12 QUARTERS TO FUND THE SPECIFIC PROGRAMS REQUESTED BY DONORS WHICH INCLUDE: PASTORAL CARE, CARE CENTER FLOWERS, INDEPENDENT LIVING MAINTENANCE, FINANCIAL AID, MEMORY SUPPORT CARE, AFFORDABLE HOUSING AND GENERAL OPERATIONS OF EPISCOPAL RETIREMENT HOMES, INC. THE ORGANIZATION ALSO RECEIVES DISTRIBUTIONS FROM AN ENDOWMENT THAT IS HELD AND ADMINISTERED BY THE TRUSTEES OF THE EPISCOPAL DIOCESE OF SOUTHERN OHIO. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT ERH, AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES AS ANOTHER THAN PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE IRC; THEREFORE, THEY ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE OBLIGATED GROUP AND RECOGNIZE A TAX LIABILITY IF THE OBLIGATED GROUP HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE OBLIGATED GROUP AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE OBLIGATED GROUP IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES; HOWEVER, NO EXAMINATIONS ARE IN PROGRESS. MANAGEMENT BELIEVES THESE ENTITIES ARE NOT SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $10,180,790 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $1,059,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,240,256 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,240,256 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $244,895 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $226,395 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,048 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,138 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,740 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $244,895 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $226,395 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,500 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,048 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,138 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,740 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $45,126 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$26,626 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| EPISCOPAL RETIREMENT HOMES INC | ||||||||
| 3870 VIRGINIA AVE | CINCINNATI | OH | 45227 | 310554071 | 501(C)(3) | $1,852,541 | $0 | GENERAL OPERATING SUPPORT |
| EPISCOPAL RETIREMENT SERVICES | ||||||||
| 3870 VIRGINIA AVE | CINCINNATI | OH | 45227 | 475651061 | 501(C)(3) | $638,948 | $0 | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WHEN A GRANT IS AWARDED, THE FOUNDATION AWARD IS ENTERED INTO RAISER'S EDGE DONOR SOFTWARE SYSTEM TO GENERATE AN ACKNOWLEDGMENT IF ONE IS REQUIRED. THE FOUNDATION RECORD ALSO CONTAINS A COPY OF THE PROPOSAL SUBMITTED AND AN ACTION IS ENTERED IN THE FOUNDATION RECORD WITH A SPECIFIC DATE OF WHEN A GRANT REPORT IS DUE. ON A SEPARATE DOCUMENT, NOTIFICATION OF THE GRANT WITH INFORMATION PERTAINING TO THE USE OF THE GRANT, IMPORTANT IF USE IS RESTRICTED INCLUDING GRANT USE DATES AND DEADLINES, IS SENT TO THE REQUESTING PROGRAM MANAGER AND THEIR SUPERVISOR. FOLLOW UP COMMUNICATIONS WILL OCCUR QUARTERLY BY FUND DEVELOPMENT TO ENSURE GRANT AWARD IS BEING SPENT IN ACCORDANCE WITH INTENT. AFTER A YEAR OR DATE SPECIFIED BY FUNDER, A REPORT OF GRANT USE AND OUTCOMES IS PREPARED AND SUBMITTED TO THE FUNDER. COPIES OF ALL GRANT SUBMISSIONS ARE ALSO HOUSED ON A NETWORK SHARED DRIVE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA LAMB | ||||||||||||||
| CEO | $0 | $442,945 | $0 | $6,626 | $0 | $9,000 | $0 | $38,800 | $0 | $39,809 | $0 | $537,180 | $0 | $0 |
| DANIEL STEWARD | ||||||||||||||
| CFO | $0 | $240,957 | $0 | $32,966 | $0 | $0 | $0 | $0 | $0 | $33,987 | $0 | $307,910 | $0 | $0 |
| BEVERLY EDWARDS | ||||||||||||||
| VP -RESIDENTIAL HEALTHCARE | $0 | $187,825 | $0 | $26,242 | $0 | $0 | $0 | $3,187 | $0 | $264 | $0 | $217,518 | $0 | $0 |
| JOAN WETZEL | ||||||||||||||
| VP -HUMAN RESOURCES | $0 | $155,530 | $0 | $22,225 | $0 | $0 | $0 | $3,305 | $0 | $35,881 | $0 | $216,941 | $0 | $0 |
| JAMES WILSON | ||||||||||||||
| VP -AFFORDABLE LIVING | $0 | $168,989 | $0 | $26,251 | $0 | $0 | $0 | $3,759 | $0 | $12,001 | $0 | $211,000 | $0 | $0 |
| JOY BLANG | ||||||||||||||
| EXECUTIVE DIRECTOR OF PHILATHROPY | $0 | $120,385 | $0 | $15,083 | $0 | $0 | $0 | $2,924 | $0 | $39,589 | $0 | $177,981 | $0 | $0 |
| MEGAN BRADFORD | ||||||||||||||
| VP -MIDDLE MARKET & MINISTRY | $0 | $140,851 | $0 | $18,528 | $0 | $0 | $0 | $5,642 | $0 | $264 | $0 | $165,285 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | EPISCOPAL RETIREMENT HOMES INC, A RELATED PARTY, USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: - COMPENSATION COMMITTEE - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | EPISCOPAL RETIREMENT SERVICES IS THE SOLE MEMBER OF EPISCOPAL RETIREMENT SERVICES FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES OF THE EPISCOPAL DIOCESE OF SOUTHERN OHIO HAVE THE RIGHT TO APPOINT ONE INDIVIDUAL TO THE BOARD OF DIRECTORS OF EPISCOPAL RETIREMENT SERVICES FOUNDATION (ERSF). EPISCOPAL RETIREMENT SERVICES, AS THE SOLE MEMBER OF ERSF, APPOINTS ALL OTHER INDIVIDUALS TO THE BOARD OF DIRECTORS OF ERSF. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE EPISCOPAL RETIREMENT SERVICES BOARD OF DIRECTORS MUST APPROVE ANY CHANGES TO THE EPISCOPAL RETIREMENT SERVICES FOUNDATION ARTICLES OF INCORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED AND APPROVED BY THE EPISCOPAL RETIREMENT SERVICES (ERS) CFO. THE 990 IS THEN SHARED WITH THE ERS FINANCE COMMITTEE AND THE EPISCOPAL RETIREMENT SERVICES FOUNDATION BOARD PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | EPISCOPAL RETIREMENT SERVICES HAS A WRITTEN CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS, ALL DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. THE CEO'S EXECUTIVE SECRETARY IS RESPONSIBLE TO ENSURE ALL INDVIDUALS RESPOND TO THIS ANNUAL REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN THE INTERNAL REVENUE CODE SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | TRANSFERS FROM AFFILIATES -14,977. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -12,492. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPISCOPAL RETIREMENT SERVICES | |||||||||||
| 3870 VIRGINIA AVE | CINCINNATI | OH | 45227 | 475651061 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| EPISCOPAL RETIREMENT HOMES INC | |||||||||||
| 3870 VIRGINIA AVE | CINCINNATI | OH | 45227 | 310554071 | LOE INCOME HOUSING | OH | 501(C)(3) | LINE 10 | Yes (1) | EPISCOPAL RETIREMENT SERVICES | |
| EPISCOPAL CHURCH HOME INC | |||||||||||
| 3870 VIRGINIA AVE | CINCINNATI | OH | 45227 | 610461720 | RETIREMENT COMMUNITIES | KY | 501(C)(3) | LINE 10 | Yes (1) | EPISCOPAL RETIREMENT SERVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments