Civic Intelligence

Episcopal Retirement Services Foundation

990 • Fiscal year 2015 • EIN 31-1570272

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

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.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

24th percentile

0.12x

Higher debt load relative to revenue than 24% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

78th percentile

$419,931

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

18th percentile

-4.6%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-5.6%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$48,425,443

Down $2,324,379 (-4.6%) from 2014

Net Assets

Down

$48,082,998

Down $2,304,726 (-4.6%) from 2014

Liabilities

Down

$342,445

Down $19,653 (-5.4%) from 2014

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin87th percentile

Revenue

Down

$2,925,282

Down $173,949 (-5.6%) from 2014

Expenses

Up

$1,797,587

Up $1,717,947 (+2157%) from 2014

Net Income

Down

$1,127,695

Down $1,891,896 (-63%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2015

Assets$48,425,443
Liabilities$342,445
Net Assets$48,082,998
Open 2015 Filing

Operations Trend

Revenue Growth23rd 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

2015

Revenue$2,925,282
Expenses$1,797,587
Net Income$1,127,695
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$9,612,944
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., an organization exempt from federal income tax under section 501(c)(3) of 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$23,556,375$23,375,668▼ $180,707
Cash and Non-Interest-Bearing Accounts$3,641,170$2,125,379▼ $1,515,791
Investments Other Securities$1,879,637$1,238,881▼ $640,756
Pledges and Grants Receivable$79,213$161,936▲ $82,723
Total Assets$50,749,822$48,425,443▼ $2,324,379
Other Assets Total$21,593,427$21,523,579▼ $69,848
Liabilities
Other Liabilities$309,465$287,313▼ $22,152
Deferred Revenue$52,633$55,132▲ $2,499
Total Liabilities$362,098$342,445▼ $19,653
Net Assets / Fund Balance
Unrestricted Net Assets$25,043,441$23,928,200▼ $1,115,241
Permanently Rstr Net Assets$24,647,458$23,401,881▼ $1,245,577
Temporarily Rstr Net Assets$696,825$752,917▲ $56,092
Total Net Assets Fund Balance$50,387,724$48,082,998▼ $2,304,726
Total Liabilities and Net Assets / Fund Balance$50,749,822$48,425,443▼ $2,324,379

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,625--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$22,185,844-▲ $2,713,849-$24,899,693
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
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleOtherTotal
Melissa HanzelSecretary (to 11/15)$53,988$53,988
Joy LeonardSecretary (from 11/15)$12,346$12,346

Board Members and Trustees

NameTitle
William C KnodelChairman
R Douglas SpitlerPresident & CEO
Richard N AdamsVice Chairman
Ben BlemkerDirector
Daniel M Witten IiDirector
Jon B BossDirector
Taylor C Greenwald IiDirector
Paul J ScheperCFO
Laura R P LambExecutive VP
Ellen ZemkeTreasurer & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,004,644
Program Service Revenue
$0
Investment Income
$1,843,602
Other Revenue
$77,036
All Other Contributions
$718,390
Change in Net Assets
$1,127,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,610,959
Other Expenses$186,628
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,610,959--$1,610,959
Other Expenses$186,628--$186,628
Total Functional Expenses$1,797,587$0$0$1,797,587
International Activity

International Summary

Offices
0
Employees
0
Spending
$4,166,728

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$4,166,728
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,036
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
OVER THE EDGE / CELEBRATE!$212,398$46,010-$46,010
Annual Gala$150,892$31,026-$31,026
Total Events$363,290$77,036-$77,036
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuities$287,313
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Section A, Line 2

“R. Douglas spitler, ceo, and paul j. Scheper, cfo, have a business relationship. Jon b. Boss, director, and ellen zemke, secretary, have a business relationship. William c. Knodel, chairman, and richard n. Adams, director, have a business relationship.”

Form 990, Part VI, Section A, Line 6

“Episcopal retirement homes, inc. Is the sole member of episcopal retirement homes foundation, inc.”

Form 990, Part VI, Section A, Line 7A

“Episcopal retirement homes, inc., as the sole member of episcopal retirement homes foundation, inc. (erhf), appoints the board of directors of erhf.”

Form 990, Part VI, Section A, Line 7B

“The episcopal retirement homes, inc. Board of directors must approve any changes to the episcopal retirement homes foundation, inc. Articles of incorporation.”

Form 990, Part VI, Section B, Line 11

“The form 990 was prepared by an independent accounting firm. The 990 was then reviewed by the episcopal retirement homes, inc. (erh) executive team (ceo and vice presidents of the organization). A copy of the form 990 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, Section B, Line 12C

“Episcopal retirement homes, inc. 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 indviduals respond to this annual request.”

Form 990, Part VI, Section C, Line 18

“Episcopal retirement homes foundation, inc. Makes its financial statements available to the public through the use of the episcopal retirement homes, inc. Website.”

Form 990, Part VI, Section C, Line 19

“The governing documents and conflict of interest policy are 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
Phone
5132719610
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul J Scheper
Formed
1997
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
2000 W DOROTHY LN, DAYTON, OH 45439
Preparer
Karen O Crim
Phone
9372980201
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Silver creek low vol continuation fund cayman, lp k-1 (mp lee endowment) 4,482. Silver creek low vol continuation fund cayman, lp k-1 (erh foundation) 8,688. Rothschild small/mid-cap fund, llc k-1 (mp lee endowment) -141,585. Rothschild small/mid-cap fund, llc k-1 (erh foundation) -247,321.”

Financial Statement Notes

PART V, LINE 4:

“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 episcopal retirement homes, inc. The organization also receives distributions from an endowment that is held and administered by the trustees of the diocese of southern ohio.”

PART X, LINE 2:

“The internal revenue service has ruled that the obligated group (episcopal retirement homes, inc. And episcopal retirement homes foundation, inc.) is exempt from federal income taxes as an other than private foundation under section 501(c)(3) of the internal revenue code; therefore, they are not subject to federal or state income tax. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the obligated group and recognize a tax liability if the obligated group has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. Management has analyzed the tax positions taken by the obligated group and has conducted that as of december 31, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. Accordingly, no provision has been made for federal income tax in the accompanying consolidated financial statements. The obligated group is subject to examination by taxing authorities; however, no examinations are in progress. Management believes these entities are not subject to tax examinations for years prior to 2012.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM C KNODEL
IRS990/Form990PartVIISectionAGrp/PersonNm1ELLEN ZEMKE
IRS990/Form990PartVIISectionAGrp/PersonNm2R DOUGLAS SPITLER
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD N ADAMS
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IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL J SCHEPER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY (TO 11/15)
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY (FROM 11/15)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0286254
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt077036
IRS990/GainOrLossGrp/SecuritiesAmt01268732
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt01610959
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01610959
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01610959
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07956394
IRS990/GrossReceiptsAmt09612944
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0574870
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0574870
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01879637
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01238881
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023556375
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023375668
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06687662
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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., AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC OF 1986 AS AMENDED AND AS FURTHER DESCRIBED IN SECTION 509(A)(1) OF SAID CODE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt050387724
IRS990/NetAssetsOrFundBalancesEOYAmt048082998
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01268732
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01268732
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt077036
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt077036
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3056685
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021593427
IRS990/OtherAssetsTotalGrp/EOYAmt021523579
IRS990/OtherChangesInNetAssetsAmt0-375736
IRS990/OtherExpensesGrp/Desc0MISC OPERATING EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0186628
IRS990/OtherExpensesGrp/TotalAmt0186628
IRS990/OtherLiabilitiesGrp/BOYAmt0309465
IRS990/OtherLiabilitiesGrp/EOYAmt0287313
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt024647458
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt023401881
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt079213
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0161936
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL J SCHEPER
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01631066
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01511178
IRS990/PYOtherExpensesAmt079640
IRS990/PYOtherRevenueAmt0-43013
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03019591
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt079640
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03099231
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt01127695
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310554071
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02432112
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL RETIREMENT HOMES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02432112
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.02990
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt022185844
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024899693
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02713849
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022221909
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022185844
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-36065
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt021661435
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022221909
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0560474
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt020242650
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt021661435
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01418785
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt021297724
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt031413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt020242650
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1086487
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt020955167
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1528551
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt233236
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt36625
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN MARJORIE LEE ENDOWMENT FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTERCO REC/(PAY) TO EPISCOPAL RETIREMENT HOMES, INC.
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CHARITABLE UNITRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0287313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93990
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 EPISCOPAL RETIREMENT HOMES, INC. THE ORGANIZATION ALSO RECEIVES DISTRIBUTIONS FROM AN ENDOWMENT THAT IS HELD AND ADMINISTERED BY THE TRUSTEES OF THE DIOCESE OF SOUTHERN OHIO.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE INTERNAL REVENUE SERVICE HAS RULED THAT THE OBLIGATED GROUP (EPISCOPAL RETIREMENT HOMES, INC. AND EPISCOPAL RETIREMENT HOMES FOUNDATION, INC.) IS EXEMPT FROM FEDERAL INCOME TAXES AS AN OTHER THAN PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, THEY ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE OBLIGATED GROUP AND RECOGNIZE A TAX LIABILITY IF THE OBLIGATED GROUP HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE OBLIGATED GROUP AND HAS CONDUCTED THAT AS OF DECEMBER 31, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE OBLIGATED GROUP IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES; HOWEVER, NO EXAMINATIONS ARE IN PROGRESS. MANAGEMENT BELIEVES THESE ENTITIES ARE NOT SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03020
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt021523579
IRS990ScheduleD/TotalLiabilityAmt0287313
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt04166728
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt04166728
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt04166728
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0286254
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0119866
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0166388
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OVER THE EDGE / CELEBRATE!
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0150892
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0212398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0363290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt046010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077036
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt077036
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0EXPENSES IN THE AMOUNT OF $134,010 ASSOCIATED WITH THE FUNDRAISING EVENTS ARE PAID BY THE SUPPORTED ORGANIZATION, EPISCOPAL RETIREMENT HOMES, INC.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PART II
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt081000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt146189

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,425,443
Liabilities
$342,445
Net assets
$48,082,998
Revenue
$2,925,282
Expenses
$1,797,587
Net income
$1,127,695
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