Civic Intelligence

Episcopal Retirement Services Foundation

990 • Fiscal year 2023 • EIN 31-1570272

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

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

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

7th percentile

0.02x

Higher debt load relative to revenue than 7% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

6th percentile

-49%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$595,486

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

60th percentile

9.2%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

23%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$58,026,140

Up $4,864,824 (+9.2%) from 2022

Net Assets

Up

$57,959,037

Up $4,869,445 (+9.2%) from 2022

Liabilities

Down

$67,103

Down $4,621 (-6.4%) from 2022

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin6th percentile

Revenue

Up

$2,963,522

Up $550,153 (+23%) from 2022

Expenses

Up

$4,424,388

Up $1,358,575 (+44%) from 2022

Net Income

Down

-$1,460,866

Down $808,422 (-124%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2023

Assets$58,026,140
Liabilities$67,103
Net Assets$57,959,037
Open 2023 Filing

Operations Trend

Revenue Growth80th 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

2023

Revenue$2,963,522
Expenses$4,424,388
Net Income-$1,460,866
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$3,012,927
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$26,454,468$28,475,678▲ $2,021,210
Cash and Non-Interest-Bearing Accounts$2,589,171$2,543,207▼ $45,964
Pledges and Grants Receivable$163,717$239,136▲ $75,419
Total Assets$53,161,316$58,026,140▲ $4,864,824
Other Assets Total$23,953,960$26,768,119▲ $2,814,159
Liabilities
Other Liabilities$71,724$67,103▼ $4,621
Total Liabilities$71,724$67,103▼ $4,621
Net Assets / Fund Balance
Net Assets With Donor Restrictions$28,638,312$31,814,179▲ $3,175,867
Net Assets Without Donor Restrictions$24,451,280$26,144,858▲ $1,693,578
Total Net Assets Fund Balance$53,089,592$57,959,037▲ $4,869,445
Total Liabilities and Net Assets / Fund Balance$53,161,316$58,026,140▲ $4,864,824

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$376,571--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$26,484,496$19,657▲ $4,110,371$2,163,846$28,450,678
2022$34,002,803$53,896▼ $5,740,386$1,831,817$26,484,496
2021$32,026,500$6,151▲ $3,229,019$1,258,867$34,002,803
2020$29,674,844$27,573▲ $3,437,328$1,113,245$32,026,500
2019$47,526,696$1,249,114▼ $16,356,492$2,744,474$29,674,844
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Joann HagopianChair
Laura LambDirector/president/CEO
Apryl PopeDirector
Chip WorkmanDirector
Jon B BossDirector
Roy MitchellDirector
Tom CooperDirector
Tom ReganDirector
Tony BrunsDirector
Daniel StewardCFO/treasurer/secretary
Bryan ReynoldsVP Marketing (until 12/29/23)
James WilsonVP, Affordable Living
Beverly EdwardsVP, Health Services
Joan WetzelVP, Hr & Org. Dev.
Megan BradfordVP, Middle Market & Ministry
Revenue and Support

Revenue Composition

Contributions and Grants
$2,342,675
Program Service Revenue
$0
Investment Income
$379,436
Other Revenue
$241,411
All Other Contributions
$2,331,123
Change in Net Assets
$-1,460,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,008,618
Other Expenses$415,770
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,008,618--$4,008,618
Other Expenses$415,770--$415,770
Total Functional Expenses$4,424,388$0$0$4,424,388
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Retirement Homes IncCincinnati, OH501(c)(3)General Operating Support$3,432,350
Episcopal Retirement ServicesCincinnati, OH501(c)(3)General Operating Support$546,238

International Summary

Offices
0
Employees
0
Spending
$13,578,001

International Compliance

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestment-00$12,252,201
Europe (including Iceland & Greenland)Investment-00$1,325,800
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$290,816
Fundraising Direct Expenses$49,405
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$302,368$290,816$49,405$241,411
Total Events$302,368$290,816$49,405$241,411
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$67,103
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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, Section A, Line 6

“Episcopal retirement services 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 services, 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 services 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 services 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 services 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
Daniel P Steward
Title
CFO/treasurer/secretary
Phone
5132719610
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Lamb
Formed
1997
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of charitable gift annuities -12,272.”

Financial Statement Notes

PART V, LINE 4:

“The intended use of the organization endowments is to use 4.0% of the average market value of the funds over the previous 12 quarters to fund the specific programs requested by donors which include: 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 (irs) has ruled that the obligated group is exempt from federal income taxes as an other than private foundation under section 501(c)(3) of the irc; therefore, they are not subject to federal or state income tax. U.s. Gaap requires 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 concluded that as of december 31, 2023 and 2022, 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 2020.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9252506
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10169067
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11202734
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12141924
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13186306
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14146102
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR/PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO/TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP, HR & ORG. DEV.
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP, HEALTH SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP MARKETING (UNTIL 12/29/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP, AFFORDABLE LIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP, MIDDLE MARKET & MINISTRY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt011552
IRS990/FundraisingDirectExpensesAmt049405
IRS990/FundraisingGrossIncomeAmt0290816
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt04008618
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04008618
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04008618
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03012927
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0379436
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0379436
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026454468
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028475678
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
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/NetAssetsOrFundBalancesBOYAmt053089592
IRS990/NetAssetsOrFundBalancesEOYAmt057959037
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0241411
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0241411
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06342583
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt024451280
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt026144858
IRS990/NoncashContributionsAmt019295
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023953960
IRS990/OtherAssetsTotalGrp/EOYAmt026768119
IRS990/OtherChangesInNetAssetsAmt0-12272
IRS990/OtherExpensesGrp/Desc0OPERATING EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0415770
IRS990/OtherExpensesGrp/TotalAmt0415770
IRS990/OtherLiabilitiesGrp/BOYAmt071724
IRS990/OtherLiabilitiesGrp/EOYAmt067103
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0163717
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0239136
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAURA LAMB
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01811984
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02591715
IRS990/PYInvestmentIncomeAmt0397796
IRS990/PYOtherExpensesAmt0474098
IRS990/PYOtherRevenueAmt0203589
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-652444
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03065813
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02413369
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1460866
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
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/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03432350
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL RETIREMENT HOMES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03432350
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/BoardDesignatedBalanceEOYPct00.90496
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026484496
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt019657
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt028450678
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04110371
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02163846
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt034002803
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt053896
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026484496
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5740386
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01831817
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt032026500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06151
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt034002803
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03229019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01258867
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt029674844
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt027573
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt032026500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03437328
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01113245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt047526696
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01249114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt029674844
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-16356492
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt02744474
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt026369238
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt122310
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2376571
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN MARJORIE LEE ENDOWMENT FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CHARITABLE UNITRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt067103
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.09504
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE ORGANIZATION ENDOWMENTS IS TO USE 4.0% OF THE AVERAGE MARKET VALUE OF THE FUNDS OVER THE PREVIOUS 12 QUARTERS TO FUND THE SPECIFIC PROGRAMS REQUESTED BY DONORS WHICH INCLUDE: 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 (IRS) HAS RULED THAT THE OBLIGATED GROUP IS EXEMPT FROM FEDERAL INCOME TAXES AS AN OTHER THAN PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE IRC; THEREFORE, THEY ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. U.S. GAAP REQUIRES 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 CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, 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 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt026768119
IRS990ScheduleD/TotalLiabilityAmt067103
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt012252201
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt11325800
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENT
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt013578001
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt013578001
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011552
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011552

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,026,140
Liabilities
$67,103
Net assets
$57,959,037
Revenue
$2,963,522
Expenses
$4,424,388
Net income
-$1,460,866
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