Civic Intelligence

Episcopal Retirement Services Foundation

990 • Fiscal year 2013 • EIN 31-1570272

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization Profilewww.episcopalretirement.com
3870 Virginia Avenue45227

(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.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

15th percentile

0.07x

Higher debt load relative to revenue than 15% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

72nd percentile

$380,581

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$48,293,672

Up $4,964,192 (+11%) from 2012

Net Assets

Up

$47,982,417

Up $4,953,137 (+12%) from 2012

Liabilities

Up

$311,255

Up $11,055 (+3.7%) from 2012

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

$4,652,136

No earlier filing loaded for comparison.

Expenses

Down

$72,026

Down $15,780 (-18%) from 2012

Net Income

$4,580,110

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2013

Assets$48,293,672
Liabilities$311,255
Net Assets$47,982,417
Open 2013 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

2013

Revenue$4,652,136
Expenses$72,026
Net Income$4,580,110
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$4,688,192
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$17,389,848$22,221,909▲ $4,832,061
Investments Other Securities$4,453,580$3,592,077▼ $861,503
Cash and Non-Interest-Bearing Accounts$3,324,176$2,498,687▼ $825,489
Pledges and Grants Receivable$99,843$138,640▲ $38,797
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$43,329,480$48,293,672▲ $4,964,192
Other Assets Total$18,062,033$19,842,359▲ $1,780,326
Liabilities
Other Liabilities$291,723$311,255▲ $19,532
Accounts Payable and Accrued Expenses$8,477--
Total Liabilities$300,200$311,255▲ $11,055
Net Assets / Fund Balance
Unrestricted Net Assets$21,011,966$23,940,994▲ $2,929,028
Permanently Rstr Net Assets$21,661,433$23,792,567▲ $2,131,134
Temporarily Rstr Net Assets$355,881$248,856▼ $107,025
Total Net Assets Fund Balance$43,029,280$47,982,417▲ $4,953,137
Total Liabilities and Net Assets / Fund Balance$43,329,480$48,293,672▲ $4,964,192

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2009$1,321$1,659,299--$20,418,666
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$622,734
Program Service Revenue
$0
Investment Income
$4,003,468
Other Revenue
$25,934
All Other Contributions
$506,474
Change in Net Assets
$4,580,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,026
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$19,219--$19,219
Total Functional Expenses$72,026$0$0$72,026
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,990
Fundraising Direct Expenses$36,056
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$65,142$32,542$3,998$28,544
Event 1$113,108$29,448$1,000$28,448
Total Events$178,250$61,990$36,056$25,934
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$311,255
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
Yes
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

EIN
31-1570272
Phone
5132719610

Signing Officer

Name
Paul J Scheper
Title
CFO
Signed
2014-11-14

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 Increases

“Other = $373027”

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/OtherAssetsTotalGrp/EOYAmt019842359
IRS990/OtherChangesInNetAssetsAmt0373027
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IRS990/OtherExpensesGrp/ProgramServicesAmt119219
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IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt021661433
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt023792567
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt099843
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0138640
IRS990/PoliticalCampaignActyInd0false
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02595273
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IRS990/PYOtherExpensesAmt087806
IRS990/PYOtherRevenueAmt057686
IRS990/PYRevenuesLessExpensesAmt03091977
IRS990/PYTotalExpensesAmt087806
IRS990/PYTotalRevenueAmt03179783
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04580110
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Episcopal Retirement Homes Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.05000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt021661435
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt022221909
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0560474
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt020242650
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt021661435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01418785
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt021297724
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt031413
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt020242650
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1086487
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt020418666
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt021297723
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0878057
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt020418666
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01321
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01659299
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt020418666
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt021831661
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1-1989303
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Bene interest in Marjorie Lee Endow Fun
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Interco to ERH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Other
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0311255
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CGA
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95000
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/TotalBookValueOtherAssetsAmt019842359
IRS990ScheduleD/TotalBookValueSecuritiesAmt03592077
IRS990ScheduleD/TotalLiabilityAmt0311255
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0116260
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt083660
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt032600
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036056
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt02152
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02152
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01383
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03425
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0113108
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt065142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0178250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029448
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061990
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Annual Gala
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Celebrate
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025934
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04998
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03998
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014673
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt09425
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt024098
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/BonusRelatedOrganizationsAmt088635
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0238406
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt025000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt028540
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0R Douglas Spitler
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0380581
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Episcopal Retirement Homes, Inc. as the sole member appoints the Board of Directors of the Foundation.

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,293,672
Liabilities
$311,255
Net assets
$47,982,417
Revenue
$4,652,136
Expenses
$72,026
Net income
$4,580,110
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