2014-11-14T08:38:17-08:00 2013-12-31 990 2013-01-01 311570272 Episcopal Retirement Homes Foundation EPIS 5132719610 3870 Virginia Avenue Cincinnati OH 45227 Paul J Scheper CFO 2014-11-14 2013 2015-11-30 17:44:51Z 4688192 false false X www.episcopalretirement.com X 1997 OH The exclusive purpose for which Episcopal Retirement Homes Foundation, Inc. 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. (ERH), an organization exempt from federal income tax under Section 501(c)(3) or the IRC of 1986 as amended and as further described in Section 509(a)(1) of said code. 9 8 0 0 526824 622734 0 2595273 4003468 57686 25934 3179783 4652136 0 0 0 0 0 87806 72026 87806 72026 3091977 4580110 43329480 48293672 300200 311255 43029280 47982417 The exclusive purpose for which Episcopal Retirement Homes Foundation, Inc. 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. (ERH), an organization exempt from federal income tax under Section 501(c)(3) or the IRC of 1986 as amended and as further described in Section 509(a)(1) of said code. false false 72026 118000 The ERH Foundation has been successful in soliciting, receiving and investing funds for the support of Episcopal Retirement Homes, Inc. This has enabled ERH to continue operating & developing senior housing for the community in continuing care retirement communities, affordable subsidized housing, community services, Meals on Wheels and Parish Health Ministry. 72026 true true false false false false false false false true false true false true true false false true false false false false false false true false false false false true false false false false false false false false false false false false false false false false true false false false false true 0 0 false 0 false false false false false false false true true false 0 false false false false false false false false false false X 9 8 false false false false false true true true true false false true true true true true true false false false X X Chris Guin 5132719610 3870 Virginia Avenue Cincinnati OH 45227 Jon Boss Director 1.00 0.00 0 0 0 Dan Witten Director 1.00 0.00 0 0 0 Ben Blemker Director 1.00 0.00 X 0 0 0 Robert S Edwards Director 1.00 0.00 X 0 0 0 William C Knodel Chair 1.00 0.00 X X 0 0 0 Ellen Zemke Director 1.00 0.00 X 0 0 0 Richard N Adams Director 1.00 0.00 X 0 0 0 R Douglas Spitler President & CEO 1.00 1.00 X X 0 327041 53540 Tate Greenwald Director 1.00 0.00 X 0 0 0 327041 53540 0 false true false 0 116260 506474 622734 0 4003468 4003468 0 0 0 0 61990 116260 36056 25934 25934 0 0 Change in CGA 525990 0 4652136 4003468 25934 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other 52807 52807 Change in value of CGA 19219 19219 0 72026 72026 0 0 3324176 2498687 0 99843 138640 0 0 0 0 0 0 0 17389848 22221909 4453580 3592077 0 0 18062033 19842359 43329480 48293672 8477 291723 311255 300200 311255 X 21011966 23940994 355881 248856 21661433 23792567 43029280 47982417 43329480 48293672 X 4580110 373027 X false true X true false X X false false false Episcopal Retirement Homes Inc 310554071 9 false true true 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21661435 560474 22221909 20242650 1418785 21661435 21297724 31413 -1086487 20242650 20418666 1000 878057 21297723 1321 1659299 20418666 20418666 0.05000 0.95000 true false false 3592077 Bene interest in Marjorie Lee Endow Fun 21831661 Interco to ERH -1989303 Other Rounding 1 19842359 CGA 311255 311255 Part V, Line 4: Intended uses of the endowment fund. The intended uses of the organization endowments is to use 5% of the average market value of the funds over the previous 12 quarters to fund the specific programs requested by donors which includes: Pastoral care, Care Center flowers, Independent Living maintenance, financial aid, Memory Support Care, Affordable Housing and general operations of ERH, Inc. X X X X X X false Annual Gala 113108 83660 29448 14673 1383 1000 Celebrate 65142 32600 32542 9425 3425 2152 3998 178250 116260 61990 24098 4808 2152 4998 36056 25934 false false false false false false false false false false R Douglas Spitler President & CEO 238406 88635 25000 28540 380581 Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body Episcopal Retirement Homes, Inc. as the sole member appoints the Board of Directors of the Foundation. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders The ERH Board of Directors must approve any changes to the Foundation Articles of Incorporation. Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 was prepared by the Controller based upon the financial statements and input from the CFO and the Fund Development department. The 990 was then reviewed by the ERH Executive Team (CEO and Vice Presidents of the Organization.) Finally, the draft 990 Form was provided to all members of the ERH Finance Committee and the Board of Directors for their review prior to filing with the IRS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ERH 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 individuals respond to this annual request. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Foundation makes its financial statements available to the public through the use of the ERH website, and its governing documents and conflict of interest policy available upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Other = $373027 Episcopal Retirement Homes Inc 3870 Virginia Avenue Cincinnati OH 45227 310554071 Retirement communities & subsidized housing for older adults OH 501c3 9 N/A false Canterbury Court Inc 450 North Elm Street West Carrollton OH 45449 201750198 Low income housing for the elderly OH 501c3 9 Episcopal Retirement Homes Inc false Cambridge Heights Apartments Inc 1525 Elm Street Cambridge OH 43725 208007307 Low income housing for the elderly OH 501c3 9 Episcopal Retirement Homes Inc false St Paul Lutheran Village Inc 5515 Madison Road Cincinnati OH 45227 113763686 Low income housing for the elderly OH 501c3 9 N/A false ERH Development LLC 3870 Virginia Ave Cincinnati OH 45227 275489338 To develop opportunities for elders OH 501c3 9 Episcopal Retirement Homes Inc false ERH Affordable Living LLC 3870 Virginia Ave Cincinnati OH 45227 455531364 Affordable housing manager,developer OH Episcopal Retirement Homes Inc false Canterbury Court Limited Partnership 450 N Elm St West Carrollton OH 45449 331166690 Own housing OH N/A false false Cambridge Heights Apartments Limited Par 1525 Elm St Cambridge OH 43725 262481170 Own housing OH N/A false false St Paul Village II Limited Partnership 5515 Madison Rd Cincinnati OH 45227 452049065 Own Housing OH St Paul VIllage I In false false St Paul Village I Limited Partnership 5515 Madison Rd Cincinnati OH 45227 271225466 Own Housing OH St Paul Village I I false false Forest Square Apartments Limited Partner 3511 Harvey Cincinnati OH 45229 263011655 Own Housing OH N/A false false Shawnee Place Limited Partnership 102 E Main St Springfield OH 45502 208401695 Own Housing OH N/A false false Woodburn Pointe LLC 3870 Virginia Ave Cincinnati OH 45227 273022404 Own Housing OH N/A false Elberon Senior Apartments LLC 3870 Virginia Ave Cincinnati OH 45227 272873041 Own Housing OH N/A false false true false false false false false false false false false false false false false false false false false Episcopal Retirement Homes Inc b 1336626 Cash