Civic Intelligence

Episcopal Retirement Services Foundation

990 • Fiscal year 2018 • EIN 31-1570272

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 10, 2019

Organization ProfileWWW.EPISCOPALRETIREMENT.COM
3870 Virginia AveCincinnati, OH 45227

(513) 271-9610

Siviq Scores

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

Liabilities / Assets

19th percentile

0.04x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.47x

Higher debt load relative to revenue than 56% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

61st percentile

8.1%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$356,302

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

11th percentile

-7.4%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-2.6%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$50,676,004

Down $4,038,380 (-7.4%) from 2017

Net Assets

Down

$48,568,573

Down $5,354,942 (-9.9%) from 2017

Liabilities

Up

$2,107,431

Up $1,316,562 (+166%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin61st percentile

Revenue

Down

$4,465,996

Down $120,281 (-2.6%) from 2017

Expenses

Down

$4,105,010

Down $337,171 (-7.6%) from 2017

Net Income

Up

$360,986

Up $216,890 (+151%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2018

Assets$50,676,004
Liabilities$2,107,431
Net Assets$48,568,573
Open 2018 Filing

Operations Trend

Revenue Growth25th 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

2018

Revenue$4,465,996
Expenses$4,105,010
Net Income$360,986
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 10, 2019
Return Version
2018v3.1
Gross Receipts
$4,465,996
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 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 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$27,891,595$25,694,211▼ $2,197,384
Cash and Non-Interest-Bearing Accounts$1,045,441$2,359,265▲ $1,313,824
Pledges and Grants Receivable$1,149,114$797,761▼ $351,353
Investments Other Securities$687,334$84,407▼ $602,927
Total Assets$54,714,384$50,676,004▼ $4,038,380
Other Assets Total$23,940,900$21,740,360▼ $2,200,540
Liabilities
Other Liabilities$764,039$2,013,730▲ $1,249,691
Deferred Revenue$26,830$93,701▲ $66,871
Total Liabilities$790,869$2,107,431▲ $1,316,562
Net Assets / Fund Balance
Unrestricted Net Assets$25,567,697$22,769,414▼ $2,798,283
Permanently Rstr Net Assets$26,465,156$21,816,831▼ $4,648,325
Temporarily Rstr Net Assets$1,890,662$3,982,328▲ $2,091,666
Total Net Assets Fund Balance$53,923,515$48,568,573▼ $5,354,942
Total Liabilities and Net Assets / Fund Balance$54,714,384$50,676,004▼ $4,038,380

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$22,310--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$52,796,022$3,929,019▼ $2,618,920$6,579,425$47,526,696
2017$24,293,791$23,777,278▲ $8,346,193$3,621,240$52,796,022
2016$24,364,660-▼ $70,869-$24,293,791
2015$22,185,844-▲ $2,178,816-$24,364,660
2014$22,221,909-▼ $36,065-$22,185,844
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Joan WetzelVP of Hr and Ord DevPT$145,094$145,094
Paul ScheperCFOPT$143,245$143,245

Board Members and Trustees

NameTitle
William C KnodelChairman
Richard N AdamsVice Chairman
Ben BlemkerDirector
Daniel M Witten IiDirector
Jon B BossDirector
Robin SmithDirector
Taylor C Greenwald IiDirector
Laura LambDirector & CEO
Lydell CarterCFO
Ellen ZemkeTreasurer & Secretary
Kathy Ison-lindVP Affordable Living
Bryan ReynoldsVP of Marketing
Ginny UehlinVP of Resident Housing
Revenue and Support

Revenue Composition

Contributions and Grants
$2,106,377
Program Service Revenue
$0
Investment Income
$2,149,169
Other Revenue
$210,450
All Other Contributions
$2,060,436
Change in Net Assets
$360,986

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded11$123,965Fair Market Value (FMV)
Total Noncash Contributions11$123,965-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,889,544
Other Expenses$215,466
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,889,544--$3,889,544
Other Expenses$215,466--$215,466
Total Functional Expenses$4,105,010$0$0$4,105,010
International Activity

International Summary

Offices
0
Employees
0
Spending
$5,826,874

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
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestments-00$3,268,930
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Investments-00$2,292,107
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Investments-00$265,837
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$210,450
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$256,391$210,450-$210,450
Total Events$256,391$210,450-$210,450
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$1,791,896
Charitable Gift Annuities$221,834
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 6

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

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

“The trustees of the episcopal diocese of southern ohio have the right to appoint one individual to the board of directors of episcopal retirement services foundation (ersf). Episcopal retirement homes, inc., as the sole member of ersf, appoints all other individuals to the board of directors of ersf.”

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

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

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accountant and reviewed and approved by the episcopal retirement services (ers) cfo. The 990 is then shared with the ers finance committee and the episcopal retirement services foundation board prior to submission.”

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 services foundation 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 for the same period of time as set forth in the internal revenue code section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Episcopal Retirement Services Foundation
EIN
31-1570272
Phone
5132719610
Address
3870 VIRGINIA AVE, CINCINNATI, OH 45227

Signing Officer

Name
Paul Scheper
Title
CFO
Phone
5132719610
Signed
2019-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Scheper
Formed
1997
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Rsm US Llp
Address
6 S PATTERSON BLVD, DAYTON, OH 45402
Preparer
Karen O Crim
Phone
9372980201
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The intended uses of the organization endowments is to use 4.4% 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 episcopal 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 services foundation) 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, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the combined financial statements. Accordingly, no provision has been made for federal income tax in the accompanying combined 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 2015.”

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IRS990/ActivityOrMissionDesc0THE 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 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.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8296704
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9178884
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10130732
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11187095
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12140071
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13139919
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14180724
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP AFFORDABLE LIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF HR AND ORD DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF RESIDENT HOUSING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt045941
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt0210450
IRS990/GainOrLossGrp/SecuritiesAmt01934503
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt03889544
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03889544
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03889544
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01934503
IRS990/GrossReceiptsAmt04465996
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0214666
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0214666
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0687334
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt084407
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027891595
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025694211
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt053923515
IRS990/NetAssetsOrFundBalancesEOYAmt048568573
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01934503
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01934503
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0210450
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0210450
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-5715928
IRS990/NoncashContributionsAmt0123965
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023940900
IRS990/OtherAssetsTotalGrp/EOYAmt021740360
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OPERATING EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0215466
IRS990/OtherExpensesGrp/TotalAmt0215466
IRS990/OtherLiabilitiesGrp/BOYAmt0764039
IRS990/OtherLiabilitiesGrp/EOYAmt02013730
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt026465156
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt021816831
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01149114
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0797761
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL SCHEPER
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03171850
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04171129
IRS990/PYInvestmentIncomeAmt01187526
IRS990/PYOtherExpensesAmt0271052
IRS990/PYOtherRevenueAmt0226901
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0144096
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04442181
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04586277
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0360986
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/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03629324
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL RETIREMENT HOMES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03629324
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/BoardDesignatedBalanceEOYPct00.48990
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt052796022
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03929019
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt047526696
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2618920
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt06579425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt024293791
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt023777278
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt052796022
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08346193
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03621240
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt024364660
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt024293791
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-70869
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt022185844
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt024364660
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02178816
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt022221909
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt022185844
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-36065
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt021718050
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt122310
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN MARJORIE LEE ENDOWMENT FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CHARITABLE UNITRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0221834
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11791896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.51010
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USES OF THE ORGANIZATION ENDOWMENTS IS TO USE 4.4% 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 EPISCOPAL DIOCESE OF SOUTHERN OHIO.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE INTERNAL REVENUE SERVICE HAS RULED THAT THE OBLIGATED GROUP (EPISCOPAL RETIREMENT HOMES, INC. AND EPISCOPAL RETIREMENT SERVICES FOUNDATION) 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, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX IN THE ACCOMPANYING COMBINED 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 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt021740360
IRS990ScheduleD/TotalLiabilityAmt02013730
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt02292107
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt13268930
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt2265837
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt05826874
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt05826874
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045941

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,676,004
Liabilities
$2,107,431
Net assets
$48,568,573
Revenue
$4,465,996
Expenses
$4,105,010
Net income
$360,986
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