Civic Intelligence

Episcopal Retirement Services Foundation

990 • Fiscal year 2014 • EIN 31-1570272

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profilewww.episcopalretirement.com
3870 Virginia AvenueCincinnati, OH 45227

(513) 271-9610

Siviq Scores

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

Liabilities / Assets

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.12x

Higher debt load relative to revenue than 19% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

71st percentile

$484,410

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

50th percentile

5.1%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-33%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$50,749,822

Up $2,456,150 (+5.1%) from 2013

Net Assets

Up

$50,387,724

Up $2,405,307 (+5.0%) from 2013

Liabilities

Up

$362,098

Up $50,843 (+16%) from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin99th percentile

Revenue

Down

$3,099,231

Down $1,552,905 (-33%) from 2013

Expenses

Up

$79,640

Up $7,614 (+11%) from 2013

Net Income

Down

$3,019,591

Down $1,560,519 (-34%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$80M$60M$40M$20M$0Assets 2010: $46,005,328Liabilities 2010: $729,550Net Assets 2010: $45,275,7782010Assets 2011: $42,296,738Liabilities 2011: $290,494Net Assets 2011: $42,006,2442011Assets 2012: $43,329,480Liabilities 2012: $300,200Net Assets 2012: $43,029,2802012Assets 2013: $48,293,672Liabilities 2013: $311,255Net Assets 2013: $47,982,4172013Assets 2014: $50,749,822Liabilities 2014: $362,098Net Assets 2014: $50,387,7242014Assets 2015: $48,425,443Liabilities 2015: $342,445Net Assets 2015: $48,082,9982015Assets 2017: $54,714,384Liabilities 2017: $790,869Net Assets 2017: $53,923,5152017Assets 2018: $50,676,004Liabilities 2018: $2,107,431Net Assets 2018: $48,568,5732018Assets 2019: $58,042,970Liabilities 2019: $1,300,933Net Assets 2019: $56,742,0372019Assets 2020: $64,204,667Liabilities 2020: $2,383,731Net Assets 2020: $61,820,9362020Assets 2021: $67,757,663Liabilities 2021: $1,585,124Net Assets 2021: $66,172,5392021Assets 2022: $53,161,316Liabilities 2022: $71,724Net Assets 2022: $53,089,5922022Assets 2023: $58,026,140Liabilities 2023: $67,103Net Assets 2023: $57,959,0372023Assets 2024: $61,911,503Liabilities 2024: $62,702Net Assets 2024: $61,848,8012024

Highlighted filing

2014

Assets$50,749,822
Liabilities$362,098
Net Assets$50,387,724
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $100,9682010Expenses 2011: $63,6082011Expenses 2012: $87,8062012Revenue 2013: $4,652,136Expenses 2013: $72,026Net Income 2013: $4,580,1102013Revenue 2014: $3,099,231Expenses 2014: $79,640Net Income 2014: $3,019,5912014Revenue 2015: $2,925,282Expenses 2015: $1,797,587Net Income 2015: $1,127,6952015Revenue 2017: $4,586,277Expenses 2017: $4,442,181Net Income 2017: $144,0962017Revenue 2018: $4,465,996Expenses 2018: $4,105,010Net Income 2018: $360,9862018Revenue 2019: $3,692,559Expenses 2019: $2,741,209Net Income 2019: $951,3502019Revenue 2020: $2,829,604Expenses 2020: $2,980,159Net Income 2020: -$150,5552020Revenue 2021: $1,625,234Expenses 2021: $2,842,778Net Income 2021: -$1,217,5442021Revenue 2022: $2,413,369Expenses 2022: $3,065,813Net Income 2022: -$652,4442022Revenue 2023: $2,963,522Expenses 2023: $4,424,388Net Income 2023: -$1,460,8662023Revenue 2024: $2,204,505Expenses 2024: $2,868,334Net Income 2024: -$663,8292024

Highlighted filing

2014

Revenue$3,099,231
Expenses$79,640
Net Income$3,019,591
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$3,142,244
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,221,909$23,556,375▲ $1,334,466
Cash and Non-Interest-Bearing Accounts$2,498,687$3,641,170▲ $1,142,483
Investments Other Securities$3,592,077$1,879,637▼ $1,712,440
Pledges and Grants Receivable$138,640$79,213▼ $59,427
Prepaid Expenses and Deferred Charges-$11,444-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$48,293,672$50,749,822▲ $2,456,150
Other Assets Total$19,842,359$21,581,983▲ $1,739,624
Liabilities
Other Liabilities$311,255$362,098▲ $50,843
Total Liabilities$311,255$362,098▲ $50,843
Net Assets / Fund Balance
Unrestricted Net Assets$23,940,994$25,043,441▲ $1,102,447
Permanently Rstr Net Assets$23,792,567$24,647,458▲ $854,891
Temporarily Rstr Net Assets$248,856$696,825▲ $447,969
Total Net Assets Fund Balance$47,982,417$50,387,724▲ $2,405,307
Total Liabilities and Net Assets / Fund Balance$48,293,672$50,749,822▲ $2,456,150

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$40,443--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$22,221,909-▼ $36,065-$22,185,844
2013$21,661,435-▲ $560,474-$22,221,909
2012$20,242,650-▲ $1,418,785-$21,661,435
2011$21,297,724$31,413▼ $1,086,487-$20,242,650
2010$20,418,666$1,000▲ $878,057-$21,297,723
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Richard N AdamsChairman
R Douglas SpitlerPresident & CEO
Ben BlemkerDirector
Dan WittenDirector
Jon BossDirector
Robert S EdwardsDirector
Tate GreenwaldDirector
William C KnodelDirector
Ellen ZemkeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,631,066
Program Service Revenue
$0
Investment Income
$1,511,178
Other Revenue
$-43,013
All Other Contributions
$1,468,154
Change in Net Assets
$3,019,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,640
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$34,686--$34,686
Total Functional Expenses$79,640$0$0$79,640
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$43,013
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$102,902-$1,984-
Celebrate$60,010-$13,411-
Total Events$162,912-$43,013$-43,013
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cga$309,465
Other$52,633
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Episcopal Retirement Homes Foundation
EIN
31-1570272
Phone
5132719610
Address
3870 Virginia Avenue, Cincinnati, OH 45227

Signing Officer

Name
Paul J Scheper
Title
CFO
Signed
2015-11-16

Organization Details

Formed
1997
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
8
Employees
0
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Other = -$0”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Other = -$614284”

Financial Statement Notes

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.”

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IRS990/NetAssetsOrFundBalancesEOYAmt050387724
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-43013
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-43013
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt019842359
IRS990/OtherAssetsTotalGrp/EOYAmt021581983
IRS990/OtherChangesInNetAssetsAmt0-614284
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Change in value of CGA
IRS990/OtherExpensesGrp/Desc1Other
IRS990/OtherExpensesGrp/ProgramServicesAmt044954
IRS990/OtherExpensesGrp/ProgramServicesAmt134686
IRS990/OtherExpensesGrp/TotalAmt044954
IRS990/OtherExpensesGrp/TotalAmt134686
IRS990/OtherLiabilitiesGrp/BOYAmt0311255
IRS990/OtherLiabilitiesGrp/EOYAmt0362098
IRS990/OtherRevenueMiscGrp/BusinessCd0525990
IRS990/OtherRevenueMiscGrp/Desc0Change in CGA
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt023792567
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt024647458
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0138640
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt079213
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011444
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0622734
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04003468
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt072026
IRS990/PYOtherRevenueAmt025934
IRS990/PYRevenuesLessExpensesAmt04580110
IRS990/PYTotalExpensesAmt072026
IRS990/PYTotalRevenueAmt04652136
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03019591
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310554071
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Episcopal Retirement Homes Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt022221909
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt022185844
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-36065
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt021661435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022221909
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0560474
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt020242650
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt021661435
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01418785
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt021297724
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt031413
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt020242650
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1086487
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt020418666
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt021297723
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0878057
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt022185844
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1-644304
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt240443
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Bene interest in Marjorie Lee Endow Fun
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Interco to ERH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Other
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0309465
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt152633
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CGA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Other
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueOtherAssetsAmt021581983
IRS990ScheduleD/TotalLiabilityAmt0362098
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0162912
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0102902
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt060010
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043013
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Gala
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Celebrate
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03367
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03367
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0102902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt060010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0162912
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-43013
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015395
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01984
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013411
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015219
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt09032
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt024251
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt06631
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0163406
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024474
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0289899
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0R Douglas Spitler
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0484410

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,749,822
Liabilities
$362,098
Net assets
$50,387,724
Revenue
$3,099,231
Expenses
$79,640
Net income
$3,019,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.9$0.06$61.8$2.20$2.87$0.66
2023Detailed filing. Detailed filing data is available for this year.$58.0$0.07$58.0$2.96$4.42$1.46
2022Detailed filing. Detailed filing data is available for this year.$53.2$0.07$53.1$2.41$3.07$0.65
2021Detailed filing. Detailed filing data is available for this year.$67.8$1.59$66.2$1.63$2.84$1.22
2020Detailed filing. Detailed filing data is available for this year.$64.2$2.38$61.8$2.83$2.98$0.15
2019Detailed filing. Detailed filing data is available for this year.$58.0$1.30$56.7$3.69$2.74$0.95
2018Detailed filing. Detailed filing data is available for this year.$50.7$2.11$48.6$4.47$4.11$0.36
2017Detailed filing. Detailed filing data is available for this year.$54.7$0.79$53.9$4.59$4.44$0.14
2015Detailed filing. Detailed filing data is available for this year.$48.4$0.34$48.1$2.93$1.80$1.13
2014Detailed filing. Detailed filing data is available for this year.$50.7$0.36$50.4$3.10$0.08$3.02
2013Detailed filing. Detailed filing data is available for this year.$48.3$0.31$48.0$4.65$0.07$4.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.3$0.30$43.0$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.3$0.29$42.0$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.0$0.73$45.3$0.10