2011-11-15T07:22:39-08:00 2010-12-31 990 2010-01-01 311570272 Episcopal Retirement Homes Foundation EPIS 5132719610 3870 Virginia Avenue Cincinnati OH 45227 Paul J Scheper 2011-11-15 2010 2016-03-07 17:11:31Z William C Knodel 3870 Virginia Avenue Cincinnati OH 45227 3659162 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. 10 9 0 0 482440 633601 0 3248546 2968652 183491 32728 3914477 3634981 0 0 0 0 0 71084 100968 71084 100968 3843393 3534013 46677486 46005328 3729481 729550 42948005 45275778 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 100968 3664479 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. 100968 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 true false false true 0 0 false 0 false false false false false false false false false true true false 0 false false false false false false false false false false false X 10 9 false false false false false true true true true false false false true true true true true true false false false false OH X X Chris Guin 5132719610 3870 Virginia Avenue Cincinnati OH 45227 William C Knodel 1.00 X X 0 0 0 Tate Greenwald 1.00 X 0 0 0 Robin Smith 1.00 X 0 0 0 Richard N Adams 1.00 X 0 0 0 R Douglas Spitler 1.00 X X 0 273082 55231 Michael C Krug 1.00 X X 0 0 0 Linda Callard 1.00 X 0 0 0 H Noel Horne 1.00 X 0 0 0 Gerald J DeBrunner 1.00 X X 0 0 0 Chester R Cavaliere 1.00 X 0 0 0 273082 55231 0 false true false 0 13550 620051 633601 0 2968652 2968652 0 0 0 0 86485 13550 24181 62304 62304 0 0 Change in CGA 525990 -29576 -29576 -29576 3634981 2939076 62304 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 100968 100968 0 100968 100968 0 0 4408546 1061897 0 147484 82487 0 0 0 0 0 0 0 18460831 19991801 4907050 5236858 0 0 18753575 19632285 46677486 46005328 3729481 729550 3729481 729550 X 22117000 23832277 412335 145774 20418670 21297727 42948005 45275778 46677486 46005328 X 3534013 -1206240 X false true true X false false X X false false false Episcopal Retirement Homes Inc 310554071 9 false 1722838 1 1722838 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1713206 941 50575 50575 1714147 1711885 1321 28729 28729 1713206 1709245 2640 18703 18703 1711885 true false false 5236858 Other 41211 Bene interest in Marjorie Lee Endow Fun 19583577 Accrued Interest Receivable 7497 19632285 Other long term liabilities 192155 Intero Payable to ERH 537395 729550 3634981 100968 3534013 -1206240 -1206240 2327773 3634981 3634981 3634981 100968 100968 100968 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Change in beneficial interest $878057 Change in CRT value $109 Transfers from ERH $7852 Transfers to Episcopal Retirement Homes $ -1722838 Assets released from restrictions $ -369420 Part V, Line 4 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, Alzheimers Care, Affordable Housing and general operations of ERH, Inc. X X X X X X false Music of the Night 100035 13550 86485 24181 100035 13550 86485 24181 24181 62304 false false false false false false false false false false R Douglas Spitler 227808 42000 3274 25000 30231 328313 Form 990, Part VI, Line 19 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. Form 990, Part VI, Line 12c 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 11 Form 990, Part VI, Line 11: Form 990 Review Process The Form 990 was prepared by the Chief Financial Officer and the Controller based upon the financial statements and knowledge of these two individuals. The 990 was then reviewed by the ERH Executive Team (CEO and other 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 7a 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. St Paul Lutheran Village Inc 5515 Madison Road Cincinnati OH 45227 113763686 Low income housing for the elderly OH 501c3 9 N/A 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 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 Episcopal Retirement Homes Inc 3870 Virginia Avenue Cincinnati OH 45227 310554071 Retirement communities & subsidized housing for older adults OH 501c3 9 N/A false Cambridge Heights Apartments Limited Par 1525 Elm St Cambridge OH 43725 262481170 Own housing OH N/A false false Canterbury Court Limited Partnership 450 N Elm St West Carrollton OH 45449 331166690 Own housing OH N/A false false false true false false false false false false false false false false false false true false false false Episcopal Retirement Homes Inc o 7852 Cash value Episcopal Retirement Homes Inc b 1722838 Cash value