Civic Intelligence

Episcopal Retirement Homes Inc.

990 • Fiscal year 2011 • EIN 31-0554071

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

3870 Virginia Avenue45227
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.71x

Higher debt load relative to assets than 79% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

25th percentile

-1.3%

Faster asset growth than 25% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$71,173,770

Down $920,638 (-1.3%) from 2010

Net Assets

Down

$20,518,881

Down $1,242,040 (-5.7%) from 2010

Liabilities

Up

$50,654,889

Up $321,402 (+0.6%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$26,221,433

Up $1,021,473 (+4.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $72,094,408Liabilities 2010: $50,333,487Net Assets 2010: $21,760,9212010Assets 2011: $71,173,770Liabilities 2011: $50,654,889Net Assets 2011: $20,518,8812011Assets 2012: $74,134,522Liabilities 2012: $51,867,288Net Assets 2012: $22,267,2342012Assets 2013: $70,663,148Liabilities 2013: $49,434,724Net Assets 2013: $21,228,4242013Assets 2014: $77,484,036Liabilities 2014: $50,555,685Net Assets 2014: $26,928,3512014Assets 2015: $74,223,775Liabilities 2015: $54,488,772Net Assets 2015: $19,735,0032015Assets 2016: $60,406,989Liabilities 2016: $47,193,657Net Assets 2016: $13,213,3322016Assets 2017: $64,521,798Liabilities 2017: $49,775,918Net Assets 2017: $14,745,8802017Assets 2018: $67,362,870Liabilities 2018: $54,009,624Net Assets 2018: $13,353,2462018Assets 2019: $69,927,186Liabilities 2019: $58,065,475Net Assets 2019: $11,861,7112019Assets 2020: $69,550,894Liabilities 2020: $61,596,020Net Assets 2020: $7,954,8742020Assets 2021: $65,176,773Liabilities 2021: $57,664,839Net Assets 2021: $7,511,9342021Assets 2022: $61,823,723Liabilities 2022: $52,838,425Net Assets 2022: $8,985,2982022Assets 2023: $58,629,055Liabilities 2023: $51,825,376Net Assets 2023: $6,803,6792023Assets 2024: $61,975,284Liabilities 2024: $53,273,787Net Assets 2024: $8,701,4972024

Highlighted filing

2011

Assets$71,173,770
Liabilities$50,654,889
Net Assets$20,518,881

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $25,199,9602010Expenses 2011: $26,221,4332011Expenses 2012: $26,594,7862012Revenue 2013: $25,682,978Expenses 2013: $24,074,659Net Income 2013: $1,608,3192013Revenue 2014: $32,845,062Expenses 2014: $25,525,876Net Income 2014: $7,319,1862014Revenue 2015: $32,856,870Expenses 2015: $31,175,843Net Income 2015: $1,681,0272015Revenue 2016: $31,817,480Expenses 2016: $30,964,723Net Income 2016: $852,7572016Revenue 2017: $32,747,064Expenses 2017: $31,353,642Net Income 2017: $1,393,4222017Revenue 2018: $32,598,967Expenses 2018: $32,184,501Net Income 2018: $414,4662018Revenue 2019: $33,384,958Expenses 2019: $33,817,706Net Income 2019: -$432,7482019Revenue 2020: $36,529,567Expenses 2020: $36,712,962Net Income 2020: -$183,3952020Revenue 2021: $34,850,221Expenses 2021: $35,724,743Net Income 2021: -$874,5222021Revenue 2022: $37,204,804Expenses 2022: $37,823,186Net Income 2022: -$618,3822022Revenue 2023: $39,959,006Expenses 2023: $39,810,454Net Income 2023: $148,5522023Revenue 2024: $42,799,123Expenses 2024: $41,319,164Net Income 2024: $1,479,9592024

Highlighted filing

2011

Revenue-
Expenses$26,221,433
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Gross Receipts
$24,869,320
Mission and Program Overview

Mission

We enrich the lives of older adults in a person-centered, innovative, and spiritually based way.

Major Activities

Activity 2
The Deupree House community is comprised of 143 apartments, located on Erie Avenue across from the Hyde Park Country Club. With abundant amenities and services, older adults can live a full and active lifestyle in a neighborhood that's close to everything they might need. We offer a truly unique, non-institutional approach to nursing care which we call Person-Centered Care. This approach is part of what makes the Deupree Community the best place in Cincinnati to live a life of choice, freedom, and purpose. The lifestyle at Deupree House offers security and true peace of mind. That's because the finest care at every level is provided, and you will never be asked to leave for financial reasons. Deupree Cottages offers skilled nursing care and consists of 24 beds. Here, we offer an alternative to traditional institutional nursing homes. Nestled just off Erie Avenue on the Deupree House retirement community campus, Deupree Cottages will forever change your image of what a nursing home should be. Whether you are there for short term rehab or long term care, our Person-Centered Care approach will ensure you feel like you are at home, not in a home. Residents live on their own terms, free from restrictive routines such as wake-up calls and set meal times. Elders live with dignity in an environment offering freedom, choice, and purpose while receiving the very best quality care.Services include:o Care monitored by interdisciplinary team including nurses, social services specialist, activities director, and spiritual care professionalso Highly experienced team of certified physical therapistso Specially trained Person-centered care staff o Daily schedule adapted to resident's personal lifestyle and needso All rooms and suites are private with bathrooms and walk-in showerso Clinical services including visiting specialists available as neededo Excellent food prepared in our own community kitchenso Wireless Internet for residents and visitorso Comfortable family room with fireplace and flat screen TVo Use of Deupree House Fitness Zone and aquatics centero Participation in activities as appropriate such as movie nights, concerts, seminars, outings, etc.o Beautiful gardens and walking areaso Short term / transitional care may be availableIn 2011 Deupree House provided over $400,000 for charitable financial assistance, ministry services, chaplaincy and volunteers.
Activity 3
As a not-for-profit we are able to reinvest funds rather than pay owners or investors. Everything we do is driven by the needs and well-being of those we serve and the results are remarkable. Independence and real community, Faith-based values, and a welcoming spirit. Innovative services and long-term experience. Episcopal Retirement Homes is dedicated to helping older adults live well into the future.ERH has several programs that reach out into the community to expand our mission to elder adults.Deupree Meals on Wheels delivers over 80,000 meals a year to local neighborhoods, complete with a smile and a friendly chat. Our meals are prepared in our own kitchens and exceed Council on Aging minimums for nutrition. They are delivered mostly by a dedicated team of over 100 volunteers. These volunteers average about 18 years of service and take a personal interest in the well being of our clients. We make special meals for those with allergies or other medical conditions and we make adjustments to our delivery schedules as needed to suit our clients. Often our drivers are the only social contact they have all day and they look forward to seeing and talking with them.Working with over 70 churches, Parish Health Ministry encourages them to renew their role in health care through advocacy, education, and wellness programs. Our volunteers and parish nurses provide valuable community based health care services in the form of screenings and education. With over 650 volunteers, we visit hospitals, nursing homes and private homes as well as make contact by phone or at church. As a result of the screening and discussions, over 750 referrals were made by the team to physicians, clergy, parish nurses and others in a position to help in 2011. The majority of these were a result of blood pressure testing. Assisting in the transition back to home and the community after a health related event is another valuable service this team provides and they have an impact on making the re-entry to local neighborhoods a more successful experience, and therefore have a positive effect on reducing re-admissions to hospitals and rehab facilities.Living Well Senior Solutions addresses the challenges of home-based elder care management. From situation assessment to plan implementation, we are the experts who will guide you to safe and healthy living for your loved ones. When faced with the responsibility of caring for an elder loved one, most people lack either the experience and knowledge necessary or the time required to effectively fulfill the role of caregiver. Helping you find answers and connect you with the right healthcare partners gives you the peace of mind of knowing that your elder loved one will receive the right care and services.Often, an unexpected health problem or change in a long term care situation triggers a crisis and results in a high level of stress and a flurry of activity. Fear, confusion, guilt and frustration often surface as people attempt to navigate through the maze of healthcare options and choices. Your team of advisors and care experts from LWSS provides the answers and guidance necessary to ensure everything possible is being done to ensure the best care possible. This might include in-home care choices when staying at home is the desired option or helping guide your decision on care options outside the home if appropriate.We provide as much or as little care management as you want and our services span everything from providing answers to Medicare and insurance questions, to 24 hour nursing care, to accomodating you or a loved one on a doctor's visit, to acting as your advocate during a hospital stay. The team's compassion is surpassed only by their professionalism, and time and again words like "relief", "peace of mind" and "Godsend" are used by our clients to describe their feelings once the team gets involved.60 years ago ERH saw the power of community, the spirit of compassion and the inspiration from helping others and w
Filing and Contact Details

Filer

EIN
31-0554071
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Activity2/Description0The Deupree House community is comprised of 143 apartments, located on Erie Avenue across from the Hyde Park Country Club. With abundant amenities and services, older adults can live a full and active lifestyle in a neighborhood that's close to everything they might need. We offer a truly unique, non-institutional approach to nursing care which we call Person-Centered Care. This approach is part of what makes the Deupree Community the best place in Cincinnati to live a life of choice, freedom, and purpose. The lifestyle at Deupree House offers security and true peace of mind. That's because the finest care at every level is provided, and you will never be asked to leave for financial reasons. Deupree Cottages offers skilled nursing care and consists of 24 beds. Here, we offer an alternative to traditional institutional nursing homes. Nestled just off Erie Avenue on the Deupree House retirement community campus, Deupree Cottages will forever change your image of what a nursing home should be. Whether you are there for short term rehab or long term care, our Person-Centered Care approach will ensure you feel like you are at home, not in a home. Residents live on their own terms, free from restrictive routines such as wake-up calls and set meal times. Elders live with dignity in an environment offering freedom, choice, and purpose while receiving the very best quality care.Services include:o Care monitored by interdisciplinary team including nurses, social services specialist, activities director, and spiritual care professionalso Highly experienced team of certified physical therapistso Specially trained Person-centered care staff o Daily schedule adapted to resident's personal lifestyle and needso All rooms and suites are private with bathrooms and walk-in showerso Clinical services including visiting specialists available as neededo Excellent food prepared in our own community kitchenso Wireless Internet for residents and visitorso Comfortable family room with fireplace and flat screen TVo Use of Deupree House Fitness Zone and aquatics centero Participation in activities as appropriate such as movie nights, concerts, seminars, outings, etc.o Beautiful gardens and walking areaso Short term / transitional care may be availableIn 2011 Deupree House provided over $400,000 for charitable financial assistance, ministry services, chaplaincy and volunteers.
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IRS990/Activity3/Description0As a not-for-profit we are able to reinvest funds rather than pay owners or investors. Everything we do is driven by the needs and well-being of those we serve and the results are remarkable. Independence and real community, Faith-based values, and a welcoming spirit. Innovative services and long-term experience. Episcopal Retirement Homes is dedicated to helping older adults live well into the future.ERH has several programs that reach out into the community to expand our mission to elder adults.Deupree Meals on Wheels delivers over 80,000 meals a year to local neighborhoods, complete with a smile and a friendly chat. Our meals are prepared in our own kitchens and exceed Council on Aging minimums for nutrition. They are delivered mostly by a dedicated team of over 100 volunteers. These volunteers average about 18 years of service and take a personal interest in the well being of our clients. We make special meals for those with allergies or other medical conditions and we make adjustments to our delivery schedules as needed to suit our clients. Often our drivers are the only social contact they have all day and they look forward to seeing and talking with them.Working with over 70 churches, Parish Health Ministry encourages them to renew their role in health care through advocacy, education, and wellness programs. Our volunteers and parish nurses provide valuable community based health care services in the form of screenings and education. With over 650 volunteers, we visit hospitals, nursing homes and private homes as well as make contact by phone or at church. As a result of the screening and discussions, over 750 referrals were made by the team to physicians, clergy, parish nurses and others in a position to help in 2011. The majority of these were a result of blood pressure testing. Assisting in the transition back to home and the community after a health related event is another valuable service this team provides and they have an impact on making the re-entry to local neighborhoods a more successful experience, and therefore have a positive effect on reducing re-admissions to hospitals and rehab facilities.Living Well Senior Solutions addresses the challenges of home-based elder care management. From situation assessment to plan implementation, we are the experts who will guide you to safe and healthy living for your loved ones. When faced with the responsibility of caring for an elder loved one, most people lack either the experience and knowledge necessary or the time required to effectively fulfill the role of caregiver. Helping you find answers and connect you with the right healthcare partners gives you the peace of mind of knowing that your elder loved one will receive the right care and services.Often, an unexpected health problem or change in a long term care situation triggers a crisis and results in a high level of stress and a flurry of activity. Fear, confusion, guilt and frustration often surface as people attempt to navigate through the maze of healthcare options and choices. Your team of advisors and care experts from LWSS provides the answers and guidance necessary to ensure everything possible is being done to ensure the best care possible. This might include in-home care choices when staying at home is the desired option or helping guide your decision on care options outside the home if appropriate.We provide as much or as little care management as you want and our services span everything from providing answers to Medicare and insurance questions, to 24 hour nursing care, to accomodating you or a loved one on a doctor's visit, to acting as your advocate during a hospital stay. The team's compassion is surpassed only by their professionalism, and time and again words like "relief", "peace of mind" and "Godsend" are used by our clients to describe their feelings once the team gets involved.60 years ago ERH saw the power of community, the spirit of compassion and the inspiration from helping others and w
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IRS990/ActivityOrMissionDescription0For 60 years, Episcopal Retirement Homes (ERH) has been dedicated to improving the lives of older adults through innovative, quality living environments and older adult services delivered by highly experienced and deeply committed professionals.
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IRS990/Description0The Marjorie P. Lee community has been enriching the lives of older adults with quality services since 1963, and has become a landmark on the east side Cincinnati suburb of Hyde Park. We offer a choice of accommodations and services for independent living, assisted living, skilled nursing care, and memory support,all under one roof. And with the "Our Promise, Your Future" program, we won't ask any resident to leave for financial reasons. Not many communities can offer that - in writing, right in the contract! This provides true peace of mind to our residents and their families knowing they will be in the best hands possible, no matter what the future brings.As a financially sound not-for-profit organization, we are able to reinvest funds back into our communities and services rather than use that money to pay dividends to company owners or investors. This means we hire the right professionals who can offer our residents the wide array of quality services they want and need. Our staff is a special group of people who go out of their way to exceed resident expectations on all levels, and this makes a tangible difference in the lives of our residents everyday. Underlying everything we do is our Person-Centered Care philosophy. It means we respect that we are working in your home, so we take the concept of individualized service and care to a higher level. By emphasizing freedom, choice, and purpose, it is always our primary goal to ensure that elders we serve are successful, secure, engaged, and happy, no matter what part of our community they are in.At Marjorie P. Lee it's all right here if you need it.Marjorie P. Lee provides senior apartments in 91 independent living apartments, 35 assisted living apartments, 9 memory support assisted living apartments, and 60 skilled care center beds. During 2011 Marjorie P. Lee spent over $1.4 million on charitable financial assistance, ministry services, chaplaincy and volunteers. A total of 16,159 volunteer hours were contributed for all of ERH.
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IRS990/MissionDescription0For 60 years, Episcopal Retirement Homes (ERH) has been dedicated to improving the lives of older adults through innovative, quality living environments and older adult services delivered by highly experienced and deeply committed professionals.Founded in 1951, ERH is dedicated to providing services for persons of varying economic circumstances without regard to ethnic origins or religious affiliations. As part of our charitable mission, ERH commits more than $2.3 million each year to philanthropic services for the elderly. One of the uses of these funds is to ensure that no resident in any of our communities will ever be asked to leave for financial reasons. In addition, over a thousand of those we serve are subsidized with financial aid from the corporation.Our mission statement and strategic objectives are:Mission: We enrich the lives of older adults in a person-centered, innovative, and spiritually based way.Objective: Serve more elders with exceptional residential communities, sta
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.0$53.3$8.70$42.8$41.3$1.48
2023Detailed filing. Detailed filing data is available for this year.$58.6$51.8$6.80$40.0$39.8$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.8$52.8$8.99$37.2$37.8$0.62
2021Detailed filing. Detailed filing data is available for this year.$65.2$57.7$7.51$34.9$35.7$0.87
2020Detailed filing. Detailed filing data is available for this year.$69.6$61.6$7.95$36.5$36.7$0.18
2019Detailed filing. Detailed filing data is available for this year.$69.9$58.1$11.9$33.4$33.8$0.43
2018Detailed filing. Detailed filing data is available for this year.$67.4$54.0$13.4$32.6$32.2$0.41
2017Detailed filing. Detailed filing data is available for this year.$64.5$49.8$14.7$32.7$31.4$1.39
2016Detailed filing. Detailed filing data is available for this year.$60.4$47.2$13.2$31.8$31.0$0.85
2015Detailed filing. Detailed filing data is available for this year.$74.2$54.5$19.7$32.9$31.2$1.68
2014Detailed filing. Detailed filing data is available for this year.$77.5$50.6$26.9$32.8$25.5$7.32
2013Detailed filing. Detailed filing data is available for this year.$70.7$49.4$21.2$25.7$24.1$1.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.1$51.9$22.3$26.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.2$50.7$20.5$26.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.1$50.3$21.8$25.2