EPISCOPAL RETIREMENT SERVICES FOUNDATION

Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text EPISCOPAL RETIREMENT SERVICES FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/episcopal-retirement-services-foundation-311570272. Retrieved 2026-11-05.

APA furp.org. (n.d.). EPISCOPAL RETIREMENT SERVICES FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 5, 2026, from https://furp.org/org/episcopal-retirement-services-foundation-311570272

MLA “EPISCOPAL RETIREMENT SERVICES FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/episcopal-retirement-services-foundation-311570272. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $2.2M · expenses $2.9M · assets $61.9M

EIN
31-1570272
Address
3870 VIRGINIA AVE, CINCINNATI, OH 45227-3431
Website
WWW.EPISCOPALRETIREMENT.COM
NTEE code
P11 Single Organization Support (Human Services) published (IRS Business Master File, as P110)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
February 1998 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

16 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Laura Lamb CEO2015-2024 $537,180$4,073,822 6
Daniel Steward CFO2019-2024 $307,910$1,418,006 7
Joan Wetzel VP -HUMAN RESOURCES2017-2024 $216,941$1,396,649 4
Bryan Reynolds VP -MARKETING2017-2024 $23,186$1,128,295 4
James Wilson VP -AFFORDABLE LIVING2021-2024 $211,000$752,240 7
Beverly Edwards VP -RESIDENTIAL HEALTHCARE2022-2024 $217,518$628,816 4
Megan Bradford VP -MIDDLE MARKET & MINISTRY2021-2024 $165,285$613,596 4
Joy Blang EXECUTIVE DIRECTOR OF PHILATHROPY2024 $177,981$177,981 2
Lauryn Moore VP -MARKETING2024 $84,224$84,224 4
R Douglas Spitler (former) CEO (FORMER)2010-2017 $147,711$2,498,774 4
Ginny Uehlin (former) VP, RESIDENTIAL HEALTHCARE2017-2021 $217,965$991,326 5
Kathy Ison-Lind (former) VP, AFFORDABLE LIVING UNTIL 02/20212017-2021 $59,771$931,100 4
Paul Scheper (former) CFO (END 12/19)2015-2019 $123,747$765,577 6
Lydell Carter (former) CFO (END 3/19)2017-2019 $81,070$440,813 5
Melissa Hanzel (former) SECRETARY (TO 11/15)2015 $53,988$53,988 2
Joy Leonard (former) SECRETARY (FROM 11/15)2015 $12,346$12,346 3

Officers and directors, no compensation reported

29 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
The Rev Darren Elin BOARD MEMBER-BISHOP'S REP2024 0 $0 reported 7
Eric H Kearney BOARD MEMBER2024 0 $0 reported 22
Tom Regan BOARD MEMBER2019-2024 0 $0 reported 6
Dora Anim BOARD MEMBER2024 0 $0 reported 4
W Thomas Cooper BOARD MEMBER -ECHF REP2024 0 $0 reported 5
Joann Hagopian CHAIR2021-2024 0 $0 reported 4
Apryl Pope BOARD MEMBER2022-2024 0 $0 reported 5
Thomas Retford BOARD MEMBER -DH REP2024 0 $0 reported 4
Bill Woods BOARD MEMBER -MPL REP2024 0 $0 reported 4
Chip Workman BOARD MEMBER2020-2024 0 $0 reported 4
Jon B Boss BOARD MEMBER2013-2024 0 $0 reported 2
Tony Bruns BOARD MEMBER2019-2024 0 $0 reported 1
Roy Mitchell (former) DIRECTOR2021-2023 0 $0 reported 4
Tom Cooper (former) DIRECTOR2023 0 $0 reported 1
Robin Smith (former) DIRECTOR UNTIL 06/20212010-2021 0 $0 reported 4
Dan Witten (former) DIRECTOR2013-2020 0 $0 reported 1
Ben Blemker (former) DIRECTOR2011-2019 0 $0 reported 3
William C Knodel (former) CHAIRMAN2010-2019 0 $0 reported 4
Ellen Zemke (former) TREASURER & SECRETARY2011-2019 0 $0 reported 1
Richard N Adams (former) VICE CHAIRMAN2010-2019 0 $0 reported 2
Taylor C Greenwald Ii (former) DIRECTOR2015-2019 0 $0 reported 1
Daniel M Witten Ii (former) DIRECTOR2015-2019 0 $0 reported 1
Robert S Edwards (former) Director2011-2014 1 $0 reported 1
Tate Greenwald (former) Director2010-2014 1 $0 reported 2
Chester R Cavaliere (former) Director2010-2012 1 $0 reported 1
Michael C Krug (former) Vice Chair2010 1 $0 reported 1
Linda Callard (former) Director2010 1 $0 reported 1
H Noel Horne (former) Director2010 1 $0 reported 1
Gerald J DeBrunner (former) Secretary2010 1 $0 reported 2

People by year

2024 · 21 people listed · 9 paid, $1.9M · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA LAMB CEO10 $0$458,571$78,609 $537,1806
DANIEL STEWARD CFO10 $0$273,923$33,987 $307,9107
BEVERLY EDWARDS VP -RESIDENTIAL HEALTHCARE10 $0$214,067$3,451 $217,5184
JOAN WETZEL VP -HUMAN RESOURCES10 $0$177,755$39,186 $216,9414
JAMES WILSON VP -AFFORDABLE LIVING10 $0$195,240$15,760 $211,0007
JOY BLANG EXECUTIVE DIRECTOR OF PHILATHROPY10 $0$135,468$42,513 $177,9812
MEGAN BRADFORD VP -MIDDLE MARKET & MINISTRY10 $0$159,379$5,906 $165,2854
LAURYN MOORE VP -MARKETING10 $0$76,695$7,529 $84,2244
BRYAN REYNOLDS VP -MARKETING10 $0$21,832$1,354 $23,1864
JOANN HAGOPIAN CHAIR0 $0$0$0 $04
DORA ANIM BOARD MEMBER0 $0$0$0 $04
JON B BOSS BOARD MEMBER0 $0$0$0 $02
TONY BRUNS BOARD MEMBER0 $0$0$0 $01
W THOMAS COOPER BOARD MEMBER -ECHF REP0 $0$0$0 $05
REV DARREN ELIN BOARD MEMBER-BISHOP'S REP0 $0$0$0 $07
ERIC KEARNEY BOARD MEMBER0 $0$0$0 $022
APRYL POPE BOARD MEMBER0 $0$0$0 $05
TOM REGAN BOARD MEMBER0 $0$0$0 $06
THOMAS RETFORD BOARD MEMBER -DH REP0 $0$0$0 $04
BILL WOODS BOARD MEMBER -MPL REP0 $0$0$0 $04
CHIP WORKMAN BOARD MEMBER0 $0$0$0 $04
2023 · 15 people listed · 7 paid, $1.8M · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA LAMB DIRECTOR/PRESIDENT/CEO10 $0$518,728$76,758 $595,4866
DANIEL STEWARD CFO/TREASURER/SECRETARY10 $0$252,506$35,142 $287,6487
BEVERLY EDWARDS VP, HEALTH SERVICES10 $0$202,734$3,459 $206,1934
JOAN WETZEL VP, HR & ORG. DEV.10 $0$169,067$36,138 $205,2054
JAMES WILSON VP, AFFORDABLE LIVING10 $0$186,306$15,285 $201,5917
BRYAN REYNOLDS VP MARKETING (UNTIL 12/29/23)10 $0$141,924$37,116 $179,0404
MEGAN BRADFORD VP, MIDDLE MARKET & MINISTRY10 $0$146,102$4,212 $150,3144
JOANN HAGOPIAN CHAIR0 $0$0$0 $04
JON B BOSS DIRECTOR0 $0$0$0 $02
TONY BRUNS DIRECTOR0 $0$0$0 $01
TOM COOPER DIRECTOR0 $0$0$0 $01
ROY MITCHELL DIRECTOR0 $0$0$0 $04
APRYL POPE DIRECTOR0 $0$0$0 $05
TOM REGAN DIRECTOR0 $0$0$0 $06
CHIP WORKMAN DIRECTOR0 $0$0$0 $04
2022 · 14 people listed · 7 paid, $1.8M · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA LAMB DIRECTOR/PRESIDENT/CEO10 $0$495,034$61,284 $556,3186
DANIEL STEWARD CFO/TREASURER/SECRETARY10 $0$249,143$27,051 $276,1947
BEVERLY EDWARDS VP, HEALTH SERVICES10 $0$201,997$3,108 $205,1054
JAMES WILSON VP, AFFORDABLE LIVING10 $0$188,694$11,047 $199,7417
JOAN WETZEL VP, HR & ORG DEV10 $0$169,795$26,816 $196,6114
BRYAN REYNOLDS VP, MARKETING10 $0$146,738$24,130 $170,8684
MEGAN BRADFORD VP, MIDDLE MARKET & MINISTRY10 $0$148,349$4,360 $152,7094
JOANN HAGOPIAN CHAIR0 $0$0$0 $04
TOM REGAN DIRECTOR0 $0$0$0 $06
JON B BOSS DIRECTOR0 $0$0$0 $02
TONY BRUNS DIRECTOR0 $0$0$0 $01
ROY MITCHELL DIRECTOR0 $0$0$0 $04
CHIP WORKMAN DIRECTOR0 $0$0$0 $04
APRYL POPE DIRECTOR0 $0$0$0 $05
2021 · 15 people listed · 8 paid, $1.7M · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA LAMB DIRECTOR/PRESIDENT/CEO10 $0$477,599$57,463 $535,0626
DANIEL STEWARD CFO/TREASURER/SECRETARY10 $0$240,581$26,267 $266,8487
GINNY UEHLIN VP, RESIDENTIAL HEALTHCARE10 $0$210,247$7,718 $217,9655
JOAN WETZEL VP, HR & ORG DEV10 $0$163,340$8,665 $172,0054
BRYAN REYNOLDS VP, MARKETING10 $0$142,467$19,463 $161,9304
MEGAN BRADFORD VP, MIDDLE MARKET & MINISTRY10 $0$141,302$3,986 $145,2884
JAMES WILSON VP, AFFORDABLE LIVING10 $0$134,256$5,652 $139,9087
KATHY ISON-LIND VP, AFFORDABLE LIVING UNTIL 02/202110 $0$57,426$2,345 $59,7714
JOANN HAGOPIAN CHAIR0 $0$0$0 $04
TOM REGAN DIRECTOR0 $0$0$0 $06
JON B BOSS DIRECTOR0 $0$0$0 $02
TONY BRUNS DIRECTOR0 $0$0$0 $01
ROBIN SMITH DIRECTOR UNTIL 06/20210 $0$0$0 $04
ROY MITCHELL DIRECTOR0 $0$0$0 $04
CHIP WORKMAN DIRECTOR0 $0$0$0 $04
2020 · 12 people listed · 6 paid, $1.5M · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA LAMB DIRECTOR/PRESIDENT/CEO10 $0$422,422$59,935 $482,3576
DANIEL STEWARD CFO/TREASURER/SECRETARY10 $0$221,818$19,463 $241,2817
KATHY ISON-LIND VP AFFORDABLE LIVING10 $0$191,778$28,076 $219,8544
GINNY UEHLIN VP OF RESIDENT HOUSING10 $0$194,007$10,258 $204,2655
JOAN WETZEL VP OF HR AND ORG DEV10 $0$152,727$21,072 $173,7994
BRYAN REYNOLDS VP OF MARKETING10 $0$140,813$18,910 $159,7234
TOM REGAN CHAIRMAN0 $0$0$0 $06
JON B BOSS DIRECTOR0 $0$0$0 $02
TONY BRUNS DIRECTOR0 $0$0$0 $01
ROBIN SMITH DIRECTOR0 $0$0$0 $04
CHIP WORKMAN DIRECTOR0 $0$0$0 $04
DAN WITTEN DIRECTOR0 $0$0$0 $01
2019 · 18 people listed · 8 paid, $1.4M · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA LAMB DIRECTOR & CEO10 $0$349,038$60,117 $409,1556
KATHY ISON-LIND VP AFFORDABLE LIVING10 $0$191,720$32,878 $224,5984
GINNY UEHLIN VP OF RESIDENT HOUSING10 $0$180,239$15,416 $195,6555
BRYAN REYNOLDS VP OF MARKETING10 $0$137,235$14,717 $151,9524
JOAN WETZEL VP OF HR AND ORD DEV10 $0$145,626$3,530 $149,1564
PAUL SCHEPER CFO (END 12/19)10 $0$114,255$9,492 $123,7476
LYDELL CARTER CFO (END 3/19)10 $0$74,133$6,937 $81,0705
DANIEL STEWARD CFO10 $0$38,125$0 $38,1257
WILLIAM C KNODEL CHAIRMAN0 $0$0$0 $04
ELLEN ZEMKE TREASURER & SECRETARY0 $0$0$0 $01
RICHARD N ADAMS VICE CHAIRMAN0 $0$0$0 $02
BEN BLEMKER DIRECTOR0 $0$0$0 $03
JON B BOSS DIRECTOR0 $0$0$0 $02
TONY BRUNS DIRECTOR (BEG 3/19)0 $0$0$0 $01
TAYLOR C GREENWALD II DIRECTOR0 $0$0$0 $01
TOM REGAN DIRECTOR (BEG 3/19)0 $0$0$0 $06
ROBIN SMITH DIRECTOR0 $0$0$0 $04
DANIEL M WITTEN II DIRECTOR0 $0$0$0 $01
2018 · 15 people listed · 7 paid, $1.4M · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA LAMB DIRECTOR & CEO10 $0$296,704$59,598 $356,3026
KATHY ISON-LIND VP AFFORDABLE LIVING10 $0$187,095$28,656 $215,7514
LYDELL CARTER CFO10 $0$178,884$19,551 $198,4355
GINNY UEHLIN VP OF RESIDENT HOUSING10 $0$180,724$14,976 $195,7005
BRYAN REYNOLDS VP OF MARKETING10 $0$140,071$14,675 $154,7464
JOAN WETZEL VP OF HR AND ORD DEV10 $0$139,919$5,175 $145,0944
PAUL SCHEPER CFO10 $0$130,732$12,513 $143,2456
WILLIAM C KNODEL CHAIRMAN0 $0$0$0 $04
ELLEN ZEMKE TREASURER & SECRETARY0 $0$0$0 $01
RICHARD N ADAMS VICE CHAIRMAN0 $0$0$0 $02
BEN BLEMKER DIRECTOR0 $0$0$0 $03
JON B BOSS DIRECTOR0 $0$0$0 $02
TAYLOR C GREENWALD II DIRECTOR0 $0$0$0 $01
ROBIN SMITH DIRECTOR0 $0$0$0 $04
DANIEL M WITTEN II DIRECTOR0 $0$0$0 $01
2017 · 15 people listed · 8 paid, $1.6M · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA LAMB DIRECTOR & CEO (BEG 1/17)10 $0$310,344$58,685 $369,0296
PAUL SCHEPER CFO10 $0$217,897$33,566 $251,4636
KATHY ISON-LIND VP AFFORDABLE LIVING10 $0$181,430$29,696 $211,1264
GINNY UEHLIN VP OF RESIDENT HOUSING10 $0$163,703$14,038 $177,7415
LYDELL CARTER FINANCE DIRECTOR10 $0$151,193$10,115 $161,3085
R DOUGLAS SPITLER CEO (FORMER)10 $0$141,623$6,088 $147,7114
JOAN WETZEL VP OF HR AND ORD DEV10 $0$128,121$9,717 $137,8384
BRYAN REYNOLDS VP OF MARKETING10 $0$111,763$15,087 $126,8504
WILLIAM C KNODEL CHAIRMAN0 $0$0$0 $04
ELLEN ZEMKE TREASURER & SECRETARY0 $0$0$0 $01
RICHARD N ADAMS VICE CHAIRMAN0 $0$0$0 $02
BEN BLEMKER DIRECTOR0 $0$0$0 $03
JON B BOSS DIRECTOR0 $0$0$0 $02
TAYLOR C GREENWALD II DIRECTOR0 $0$0$0 $01
DANIEL M WITTEN II DIRECTOR0 $0$0$0 $01
2015 · 12 people listed · 5 paid, $966K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R DOUGLAS SPITLER PRESIDENT & CEO1 $0$389,152$30,779 $419,9314
PAUL J SCHEPER CFO1 $0$212,978$34,144 $247,1226
LAURA R P LAMB EXECUTIVE VP1 $0$210,938$21,995 $232,9336
MELISSA HANZEL SECRETARY (TO 11/15)1 $0$43,281$10,707 $53,9882
JOY LEONARD SECRETARY (FROM 11/15)1 $0$12,346$0 $12,3463
WILLIAM C KNODEL CHAIRMAN1 $0$0$0 $04
ELLEN ZEMKE TREASURER & SECRETARY1 $0$0$0 $01
RICHARD N ADAMS VICE CHAIRMAN1 $0$0$0 $02
BEN BLEMKER DIRECTOR1 $0$0$0 $03
JON B BOSS DIRECTOR1 $0$0$0 $02
TAYLOR C GREENWALD II DIRECTOR1 $0$0$0 $01
DANIEL M WITTEN II DIRECTOR1 $0$0$0 $01
2014 · 9 people listed · 1 paid, $484K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Douglas Spitler President & CEO1 $0$459,936$24,474 $484,4104
Ben Blemker Director1 $0$0$0 $03
Jon Boss Director1 $0$0$0 $02
Robert S Edwards Director1 $0$0$0 $01
William C Knodel Director1 $0$0$0 $04
Ellen Zemke Secretary1 $0$0$0 $01
Richard N Adams Chairman1 $0$0$0 $02
Dan Witten Director1 $0$0$0 $01
Tate Greenwald Director1 $0$0$0 $02
2013 · 9 people listed · 1 paid, $381K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Douglas Spitler President & CEO1 $0$327,041$53,540 $380,5814
Jon Boss Director1 $0$0$0 $02
Dan Witten Director1 $0$0$0 $01
Ben Blemker Director1 $0$0$0 $03
Robert S Edwards Director1 $0$0$0 $01
William C Knodel Chair1 $0$0$0 $04
Ellen Zemke Director1 $0$0$0 $01
Richard N Adams Director1 $0$0$0 $02
Tate Greenwald Director1 $0$0$0 $02
2012 · 9 people listed · 1 paid, $408K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Douglas Spitler President & CEO1 $0$354,998$52,675 $407,6734
Robin Smith Director1 $0$0$0 $04
Tate Greenwald Director1 $0$0$0 $02
Richard N Adams Director1 $0$0$0 $02
Ellen Zemke Director1 $0$0$0 $01
William C Knodel Chair1 $0$0$0 $04
Robert S Edwards Director1 $0$0$0 $01
Chester R Cavaliere Director1 $0$0$0 $01
Ben Blemker Director1 $0$0$0 $03
2011 · 9 people listed · 1 paid, $330K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Douglas Spitler President & CEO1 $0$276,441$53,714 $330,1554
Robin Smith Director1 $0$0$0 $04
Tate Greenwald Director1 $0$0$0 $02
Richard N Adams Director1 $0$0$0 $02
Ellen Zemke Director1 $0$0$0 $01
William C Knodel Chair1 $0$0$0 $04
Robert S Edwards Director1 $0$0$0 $01
Chester R Cavaliere Director1 $0$0$0 $01
Ben Blemker Director1 $0$0$0 $03
2010 · 10 people listed · 1 paid, $328K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
R Douglas Spitler President & CEO1 $0$273,082$55,231 $328,3134
William C Knodel Chair1 $0$0$0 $04
Tate Greenwald Director1 $0$0$0 $02
Robin Smith Director1 $0$0$0 $04
Richard N Adams Director1 $0$0$0 $02
Michael C Krug Vice Chair1 $0$0$0 $01
Linda Callard Director1 $0$0$0 $01
H Noel Horne Director1 $0$0$0 $01
Gerald J DeBrunner Secretary1 $0$0$0 $02
Chester R Cavaliere Director1 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 2 grants to organizations · $2.5M
2023 · 2 grants to organizations · $4.0M
2022 · 2 grants to organizations · $2.6M
2021 · 2 grants to organizations · $2.3M
2020 · 1 grant to organizations · $2.6M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$2,204,505$2,868,334 $61,911,503$61,848,801 $1,829,500$0 $0012
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$2,963,522$4,424,388 $58,026,140$57,959,037 $2,342,675$0 $008
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$2,413,369$3,065,813 $53,161,316$53,089,592 $1,811,984$0 $007
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$1,625,234$2,842,778 $67,757,663$66,172,539 $1,049,035$0 $006
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$2,829,604$2,980,159 $64,204,667$61,820,936 $2,110,476$0 $006
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$3,692,559$2,741,209 $58,042,970$56,742,037 $1,455,659$0 $0011
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$4,465,996$4,105,010 $50,676,004$48,568,573 $2,106,377$0 $009
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$4,586,277$4,442,181 $54,714,384$53,923,515 $3,171,850$0 $008
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$2,925,282$1,797,587 $48,425,443$48,082,998 $1,004,644$0 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$3,099,231$79,640 $50,749,822$50,387,724 $1,631,066$0 $00-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$4,652,136$72,026 $48,293,672$47,982,417 $622,734$0 $00-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$3,179,783$87,806 $43,329,480$43,029,280 $526,824$0 $00-
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$711,313$63,608 $42,296,738$42,006,244 $747,331$0 $00-
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$3,634,981$100,968 $46,005,328$45,275,778 $633,601$0 $00-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

11 grantors reported grants to this organization, $3,920,694 in all, tax years 2016 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2016-2024 9$3,213,755 2024$440,600
show
OHIO CAPITAL IMPACT CORPORATION Public charity Exact 2021-2024 4$178,500 2024$55,000
show
GREATER CINCINNATI FOUNDATION DAF sponsor Exact 2016-2018, 2020-2023 7$164,242 2023$13,500
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2018-2024 7$137,643 2024$44,701
show
L AND L NIPPERT CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “EPISCOPAL RETIREMENT SERVICES FOUNDATION” 2020, 2022 2$131,104 2022$86,104
show
THOMAS J EMERY MEMORIAL Private foundation Fuzzy filed as “EPISCOPAL RETIREMENT SERVICES FOUNDATION” 2019, 2024 2$45,000 2024$20,000
show
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor Exact 2023-2024 2$19,750 2024$10,250
show
MEALS ON WHEELS AMERICA Public charity Exact 2017 1$15,000 2017$15,000
show
JOHNSON CHARITABLE GIFT FUND DAF sponsor Exact 2023 1$10,000 2023$10,000
show
DAYTON FOUNDATION DAF sponsor Exact 2019 1$5,600 2019$5,600
show
ARTHUR J GALLAGHER FOUNDATION Private foundation Fuzzy filed as “EPISCOPAL RETIREMENT SERVICES FOUNDATION” 2019 1$100 2019$100
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LUTHER HOME OF MERCY FOUNDATIONOHP11 $2,587,550$1,410,099 EXCECUTIVE DIRECTOR$169,370 Same NTEE code P11, revenue within 2x, same state
VILLAGE AT ST EDWARD FOUNDATIONOHP11 $1,882,532$939,983 Board Member, President/CEO$281,400 Same NTEE code P11, revenue within 2x, same state
FREESTORE-FOODBANK FOUNDATIONOHP11 $2,434,758$1,371,295 CEO / PRESIDENT$392,076 Same NTEE code P11, revenue within 2x, same state
OTTERBEIN GREEN HILLS FOUNDATIONOHP11 $4,082,530$4,160,589 PRESIDENT/CEO$747,867 Same NTEE code P11, revenue within 2x, same state
JOSEPHS COAT OF CENTRAL OHIO INCOHP11 $4,211,483$4,170,295 PRESIDENT$0 Same NTEE code P11, revenue within 2x, same state
ABCH FOUNDATIONALP11 $2,201,478$1,119,167 CHAIRMAN$0 Same NTEE code P11, revenue within 2x
AHT FOUNDATIONUTP11 $3,033,791$1,650,807 SECRETARY$0 Same NTEE code P11, revenue within 2x
ST JOSEPHS CENTER FOUNDATIONPAP11 $4,265,633$1,865,224 Director$0 Same NTEE code P11, revenue within 2x
SERVICESOURCE FOUNDATION INCVAP11 $2,656,662$1,299,429 President/CEO$668,285 Same NTEE code P11, revenue within 2x
CLARK JAMES FOUNDATION INCNCP11 $1,989,381$246,294 President$0 Same NTEE code P11, revenue within 2x
FOUR SEASONS COMPASSION FOR LIFE FOUNDATIONNCP11 $1,107,245$1,933,396 CEO$367,128 Same NTEE code P11, revenue within 2x
FAMILY & CHILDRENS SERVICES INC ENDOWMENT TROKP11 $1,746,310$1,159,655 TRUSTEE/CEO$562,635 Same NTEE code P11, revenue within 2x
SEATTLE LIGHTHOUSE FOR THE BLIND FOUNDATIONWAP11 $3,090,378$4,256,238 CEO (THRU 07/25)$318,946 Same NTEE code P11, revenue within 2x
VITA-LIVING FOUNDATIONTXP11 $4,112,419$483,575 EXECUTIVE DIRECTOR$198,163 Same NTEE code P11, revenue within 2x
TCF FOUNDATIONCAP11 $1,175,140$149,245 Vice President/Trustee (part year), President/Trustee$0 Same NTEE code P11, revenue within 2x
CRADLE FOUNDATIONILP11 $3,455,865$4,497,375 President & CEO$272,100 Same NTEE code P11, revenue within 2x
NEW DIRECTIONS FOUNDATION INCNYP11 $1,570,496$284,330 EXECUTIVE DIRECTOR$241,407 Same NTEE code P11, revenue within 2x
COUNCIL FOR LIFE FOUNDATIONTXP11 $2,254,404$94,501 Chairman$0 Same NTEE code P11, revenue within 2x
EVERYAGE FOUNDATIONNCP11 $1,234,759$1,778,019 PRESIDENT AND CEO$602,457 Same NTEE code P11, revenue within 2x
WESLEYAN HOMES FOUNDATIONTXP11 $1,489,930$214,043 PRESIDENT & CEO$359,371 Same NTEE code P11, revenue within 2x
TEXAS PYTHIAN HOME FOUNDATIONTXP11 $3,529,099$2,287,665 PRESIDENT$0 Same NTEE code P11, revenue within 2x
HOUSING CHANNEL FOUNDATIONTXP11 $1,691,533$790,667 Chairman$0 Same NTEE code P11, revenue within 2x
ANN K KIRBY FOUNDATIONVAP11 $1,180,419$946,784 NON-VOTING SECRETARY$276,999 Same NTEE code P11, revenue within 2x
HOSPICE FOUNDATION OF PALM BEACH COUNTY INCFLP11 $3,172,832$1,211,502 CHAIRMAN/PRESIDENT$0 Same NTEE code P11, revenue within 2x
LJD JFCS FOUNDATION INCFLP11 $1,135,043$55,670 CHIEF EXECUTIVE OFFICER$253,312 Same NTEE code P11, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE CHICAGO COMMUNITY TRUST DAF sponsor$7,191,75017 42016–2024 SERVICESOURCE FOUNDATION INC; CRADLE FOUNDATION; FAMILY SHELTER SERVICE INC; JOHN KNOX VILLAGE OF FLORIDA FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$6,317,473109 262016–2024 COLLABORATIVE FOR CHILDREN; CRADLE FOUNDATION; HIINGA; FAMILY SHELTER SERVICE INC and 22 more
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$3,008,75047 132012–2024 HIINGA; METROPOLITAN MINISTRIES FOUNDATION INC; WILLOW VALLEY COMMUNITIES CHARITABLE FOUNDATION; FOUNDATIONS FOR HOPE INC and 9 more
GREATER HOUSTON COMMUNITY FOUNDATION DAF sponsor$2,504,882108 22010–2024 COLLABORATIVE FOR CHILDREN; VITA-LIVING FOUNDATION
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$2,418,60492 232014–2024 FREESTORE-FOODBANK FOUNDATION; COMMUNITY HOSPICE FOUNDATION; SERVICESOURCE FOUNDATION INC; ON WITH LIFE FOUNDATION and 19 more
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$2,314,18633 122016–2024 COLLABORATIVE FOR CHILDREN; ROGUE VALLEY MANOR MEMORIAL FOUNDATION; METROPOLITAN MINISTRIES FOUNDATION INC; HIINGA and 8 more
HOUSTON ENDOWMENT INC Private foundation$2,300,0009 12018–2024 COLLABORATIVE FOR CHILDREN
NATIONAL PHILANTHROPIC TR DAF sponsor$1,871,97747 142014–2024 SERVICESOURCE FOUNDATION INC; METROPOLITAN MINISTRIES FOUNDATION INC; COLLABORATIVE FOR CHILDREN; FAMILY SHELTER SERVICE INC and 10 more
THE JEWISH FEDERATION OF GREATER WASHINGTON INC DAF sponsor$1,813,23830 12009–2024 THE GREATER WASHINGTON JEWISH COALITION AGAINST DOMESTIC ABUSE
SHERWOOD FOUNDATION Private foundation$1,498,0623 12021–2025 SPARK CAPITAL
THE POWELL FOUNDATION Private foundation$1,216,9163 12021–2025 COLLABORATIVE FOR CHILDREN
CDV5 FOUNDATION Private foundation$1,105,0004 12020–2023 ENVISION FOUNDATION INC
CUMBERLAND COMMUNITY FOUNDATION INC DAF sponsor$1,000,0001 12022–2022 SERVICESOURCE FOUNDATION INC
GEORGE AND FRANCES BALL FOUNDATION Private foundation$949,1209 12014–2023 YOUTH OPPORTUNITY CENTER FOUNDATION INC
BROWN FOUNDATION INC Private foundation$900,0004 12021–2024 COLLABORATIVE FOR CHILDREN

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $2,868,334 spent · pay $0 · grants $2,491,489 · events $45,126
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,491,489$2,491,489-- 86.9%
Other (as described)OPERATING EXPENSES $323,514$323,514-- 11.3%
Other (as described)FUND DEVELOPMENT COSTS $51,448$51,448-- 1.8%
Other (as described)BANK CHARGES $1,883$1,883-- 0.1%
Fundraising events Eventdirect expenses; gross income $18,500$45,126reported apart
Total$2,868,334100%

View the filing

2023 · Form 990 · $4,424,388 spent · pay $0 · grants $4,008,618 · events $49,405
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,008,618$4,008,618-- 90.6%
Other (as described)OPERATING EXPENSES $415,770$415,770-- 9.4%
Fundraising events Eventdirect expenses; gross income $290,816$49,405reported apart
Total$4,424,388100%

View the filing

2022 · Form 990 · $3,065,813 spent · pay $0 · grants $2,591,715 · events $67,590
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,591,715$2,591,715-- 84.5%
Other (as described)OPERATING EXPENSES $354,098$354,098-- 11.5%
Fees: management $120,000-$120,000- 3.9%
Fundraising events Eventdirect expenses; gross income $271,179$67,590reported apart
Total$3,065,813100%

View the filing

2021 · Form 990 · $2,842,778 spent · pay $0 · grants $2,277,684 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,277,684$2,277,684-- 80.1%
Other (as described)OPERATING EXPENSES $414,954$414,954-- 14.6%
Fees: management $150,000-$150,000- 5.3%
Advertising and promotion $140$140-- 0.0%
Fundraising events Eventdirect expenses; gross income $253,092$0reported apart
Total$2,842,778100%

View the filing

2020 · Form 990 · $2,980,159 spent · pay $0 · grants $2,587,413 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,587,413$2,587,413-- 86.8%
Other (as described)OPERATING EXPENSES $392,746$392,746-- 13.2%
Fundraising events Eventdirect expenses; gross income $276,890$0reported apart
Total$2,980,159100%

View the filing

2019 · Form 990 · $2,741,209 spent · pay $0 · grants $2,569,365 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,569,365$2,569,365-- 93.7%
Other (as described)OPERATING EXPENSES $171,844$171,844-- 6.3%
Fundraising events Eventdirect expenses; gross income $292,410$0reported apart
Total$2,741,209100%

View the filing

2018 · Form 990 · $4,105,010 spent · pay $0 · grants $3,889,544 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,889,544$3,889,544-- 94.8%
Other (as described)OPERATING EXPENSES $215,466$215,466-- 5.2%
Fundraising events Eventdirect expenses; gross income $210,450$0reported apart
Total$4,105,010100%

View the filing

2017 · Form 990 · $4,442,181 spent · pay $0 · grants $4,171,129 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,171,129$4,171,129-- 93.9%
Other (as described)OPERATING EXPENSES $271,052$271,052-- 6.1%
Fundraising events Eventdirect expenses; gross income $226,901$0reported apart
Total$4,442,181100%

View the filing

2015 · Form 990 · $1,797,587 spent · pay $0 · grants $1,610,959 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,610,959$1,610,959-- 89.6%
Other (as described)MISC OPERATING EXPENSES $186,628$186,628-- 10.4%
Fundraising events Eventdirect expenses; gross income $77,036$0reported apart
Total$1,797,587100%

View the filing

2014 · Form 990 · $79,640 spent · pay $0 · grants $0 · events $43,013
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Change in value of CGA $44,954$44,954-- 56.4%
Other (as described)Other $34,686$34,686-- 43.6%
Fundraising events Eventdirect expenses; gross income -$43,013reported apart
Total$79,640100%

View the filing

2013 · Form 990 · $72,026 spent · pay $0 · grants $0 · events $36,056
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Other $52,807$52,807-- 73.3%
Other (as described)Change in value of CGA $19,219$19,219-- 26.7%
Fundraising events Eventdirect expenses; gross income $61,990$36,056reported apart
Total$72,026100%

View the filing

2012 · Form 990 · $87,806 spent · pay $0 · grants $0 · events $19,907
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Other $44,153$44,153-- 50.3%
Other (as described)Change in value of CGA $43,653$43,653-- 49.7%
Fundraising events Eventdirect expenses; gross income -$19,907reported apart
Total$87,806100%

View the filing

2011 · Form 990 · $63,608 spent · pay $0 · grants $0 · events $22,391
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Other $55,149$55,149-- 86.7%
Other (as described)Change in value of CGA $8,459$8,459-- 13.3%
Fundraising events Eventdirect expenses; gross income -$22,391reported apart
Total$63,608100%

View the filing

2010 · Form 990 · $100,968 spent · pay $0 · grants $0 · events $24,181
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Other $100,968$100,968-- 100.0%
Fundraising events Eventdirect expenses; gross income -$24,181reported apart
Total$100,968100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.