Civic Intelligence

Episcopal Retirement Services Foundation

990 • Fiscal year 2011 • EIN 31-1570272

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

Organization ProfileWWW.EPISCOPALRETIREMENT.COM
3870 Virginia Avenue45227
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.

2011 filings • 501(c)3 • $25M-$50M 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

9th percentile

-8.1%

Faster asset growth than 9% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$42,296,738

Down $3,708,590 (-8.1%) from 2010

Net Assets

Down

$42,006,244

Down $3,269,534 (-7.2%) from 2010

Liabilities

Down

$290,494

Down $439,056 (-60%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$63,608

Down $37,360 (-37%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2011

Assets$42,296,738
Liabilities$290,494
Net Assets$42,006,244
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue-
Expenses$63,608
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Gross Receipts
$733,704
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.

Filing and Contact Details

Filer

EIN
31-1570272
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0Transfers to Episcopal Retirement Homes $ -1468361 Assets released from restrictions $ -72563 Change in beneficial interest $ -876315 Transfer to ERH Dev LLC $ -1500000
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1The 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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IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0R Douglas Spitler
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IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0330155
IRS990ScheduleJ/InitialContractException0false
IRS990ScheduleJ/RebuttablePresumptionProcedure0false
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0false
IRS990ScheduleO/GeneralExplanation/Explanation0The 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.
IRS990ScheduleO/GeneralExplanation/Explanation1ERH 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.
IRS990ScheduleO/GeneralExplanation/Explanation2The 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.
IRS990ScheduleO/GeneralExplanation/Explanation3The ERH Board of Directors must approve any changes to the Foundation Articles of Incorporation.
IRS990ScheduleO/GeneralExplanation/Explanation4Episcopal Retirement Homes, Inc. as the sole member appoints the Board of Directors of the Foundation.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 11
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 7b
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Line 7a
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 11: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$42,296,738
Liabilities
$290,494
Net assets
$42,006,244
Revenue
-
Expenses
$63,608
Net income
-
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