Civic Intelligence

Episcopal Senior Communities Foundation

990 • Fiscal year 2017 • EIN 46-0502111

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 14, 2017

Organization Profilewww.jtm-esc.org
2185 N California Blvd Suite 575Walnut Creek, CA 94596

(925) 956-7400

Siviq Scores

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

Liabilities / Assets

57th percentile

0.29x

Higher debt load relative to assets than 57% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

1.86x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

34th percentile

-0.2%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$548,236

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

26th percentile

-1.5%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-42%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$13,941,913

Down $206,369 (-1.5%) from 2016

Net Assets

Down

$9,959,608

Down $42,521 (-0.4%) from 2016

Liabilities

Down

$3,982,305

Down $163,848 (-4.0%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin34th percentile

Revenue

Down

$2,135,964

Down $1,534,093 (-42%) from 2016

Expenses

Down

$2,140,974

Down $31,977 (-1.5%) from 2016

Net Income

Down

-$5,010

Down $1,502,116 (-100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $16,575,886Liabilities 2011: $5,405,171Net Assets 2011: $11,170,7152011Assets 2012: $14,567,433Liabilities 2012: $3,980,636Net Assets 2012: $10,586,7972012Assets 2013: $14,005,700Liabilities 2013: $4,145,336Net Assets 2013: $9,860,3642013Assets 2014: $13,347,989Liabilities 2014: $3,936,976Net Assets 2014: $9,411,0132014Assets 2015: $12,531,732Liabilities 2015: $3,560,738Net Assets 2015: $8,970,9942015Assets 2016: $14,148,282Liabilities 2016: $4,146,153Net Assets 2016: $10,002,1292016Assets 2017: $13,941,913Liabilities 2017: $3,982,305Net Assets 2017: $9,959,6082017Assets 2018: $15,006,064Liabilities 2018: $4,165,779Net Assets 2018: $10,840,2852018Assets 2019: $14,648,387Liabilities 2019: $4,143,998Net Assets 2019: $10,504,3892019Assets 2020: $14,302,325Liabilities 2020: $4,474,979Net Assets 2020: $9,827,3462020Assets 2021: $15,242,490Liabilities 2021: $4,856,993Net Assets 2021: $10,385,4972021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$13,941,913
Liabilities$3,982,305
Net Assets$9,959,608
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $1,781,2272011Expenses 2012: $2,254,0162012Revenue 2013: $2,416,148Expenses 2013: $2,919,260Net Income 2013: -$503,1122013Revenue 2014: $2,575,507Expenses 2014: $3,017,861Net Income 2014: -$442,3542014Revenue 2015: $3,380,272Expenses 2015: $3,347,296Net Income 2015: $32,9762015Revenue 2016: $3,670,057Expenses 2016: $2,172,951Net Income 2016: $1,497,1062016Revenue 2017: $2,135,964Expenses 2017: $2,140,974Net Income 2017: -$5,0102017Revenue 2018: $2,956,088Expenses 2018: $2,240,252Net Income 2018: $715,8362018Revenue 2019: $5,265,002Expenses 2019: $5,725,045Net Income 2019: -$460,0432019Revenue 2020: $6,225,773Expenses 2020: $6,141,295Net Income 2020: $84,4782020Revenue 2021: $5,427,768Expenses 2021: $5,668,587Net Income 2021: -$240,8192021Revenue 2022: $7,791,148Expenses 2022: $6,224,803Net Income 2022: $1,566,3452022

Highlighted filing

2017

Revenue$2,135,964
Expenses$2,140,974
Net Income-$5,010
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$9,147,939
Mission and Program Overview

Mission

The mission of escf is to solicit contributions, invest and maintain assets and make distributions for the continuing financial support of community outreach, assistance and capital improvement needs of episcopal senior communities and its residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,553,827$6,756,166▲ $202,339
Savings and Temporary Cash Investments$5,304,703$6,189,298▲ $884,595
Pledges and Grants Receivable$2,100,200$833,159▼ $1,267,041
Prepaid Expenses and Deferred Charges$11,136$8,169▼ $2,967
Total Assets$14,148,282$13,941,913▼ $206,369
Other Assets Total$178,416$155,121▼ $23,295
Liabilities
Other Liabilities$4,005,417$3,856,442▼ $148,975
Deferred Revenue$80,200$125,676▲ $45,476
Accounts Payable and Accrued Expenses$60,536$187▼ $60,349
Total Liabilities$4,146,153$3,982,305▼ $163,848
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,713,791$8,421,281▼ $292,510
Unrestricted Net Assets$623,918$873,907▲ $249,989
Permanently Rstr Net Assets$664,420$664,420→ $0
Total Net Assets Fund Balance$10,002,129$9,959,608▼ $42,521
Total Liabilities and Net Assets / Fund Balance$14,148,282$13,941,913▼ $206,369

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$664,420-▲ $24,217$24,217$664,420
2015$664,420-▲ $15,806$15,806$664,420
2014$654,420$10,000▲ $47,016$47,016$664,420
2013$654,420-▲ $69,147$69,147$654,420
2012$654,420-▲ $35,205$35,205$654,420
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Campbell Dee AnnSR. VP ORG'L ADV. (thru 12/16)PT$77,118$80,860$157,978
Jamison DianaTreasurer, CFO-$19,906$12,331$32,237
Gerber KevinPresident, CEO-$17,530$9,882$27,412
Tobin William CGeneral Counsel, Chief Risk Officer-$14,117$10,149$24,266
Feddersen DenisaCorporate Controller-$14,134$3,956$18,090
Powell TracyVP of Outreach Programs-$7,984$4,760$12,744
Oliveri RickVP Human Resources (thru 1/17)-$3,939$1,479$5,418
Dana ChristopherVP of IT-$1,447$1,096$2,543

Board Members and Trustees

NameTitle
Case GordonChairman
Coates SallyDirector
Englehart HaysDirector
Handelmann MargaretDirector
Lusse PatriciaDirector
Schoenrock DianeDirector
Sheehy JoanneDirector
Skaggs SanfordEx offico ESC BOD
McMullin MarySR. VP ORG'L ADV. (starting 2/17)
Brinton PrabVP Human Resources (starting 1/17)
Revenue and Support

Revenue Composition

Contributions and Grants
$2,019,947
Program Service Revenue
$0
Investment Income
$141,732
Other Revenue
$-25,715
All Other Contributions
$799,310
Change in Net Assets
$-5,010

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,201,534
Revenue Not Reported on Financial Statements
$-65,570
Revenue Not Reported on Form 990
$-37,511
Other Revenue Adjustments
$-97,062
Total Revenue per Audited Statements
$2,164,023
Total Revenue per Form 990
$2,135,964
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,166,514
Salaries, Compensation, and Employee Benefits$656,526
Other Expenses$317,934
Total Fundraising Expense$22,081
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,166,514--$1,166,514
Current Officers, Directors, Trustees, and Key Employees-$275,444-$275,444
Other Salaries and Wages-$240,423-$240,423
Advertising-$46,320$22,081$68,401
Other Employee Benefits-$61,735-$61,735
Pension Plan Contributions-$54,562-$54,562
Fees for Services Other-$36,442-$36,442
Occupancy-$34,126-$34,126
Fees for Service Investment Mgmnt Fees-$31,492-$31,492
Payroll Taxes-$24,362-$24,362
Fees for Services Accounting-$22,000-$22,000
Office Expenses-$8,281-$8,281
Conferences and Meetings-$6,322-$6,322
Travel-$6,024-$6,024
Information Technology-$5,896-$5,896
Other Expenses$62,690$1,754-$1,754
All Other Expenses-$1,465-$1,465
Fees for Services Legal-$780-$780
Total Functional Expenses$1,229,204$889,689$22,081$2,140,974

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,206,544
Total Expenses per Form 990$2,140,974
Expenses per Audited Statements$2,109,482
Expenses Not Reported on Form 990$97,062
Expenses Not Reported on Financial Statements$31,492
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Senior Communitieswalnut creek, CA501(c)(3)General Support to Episcopal Senior Communities$1,166,514
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$97,062
Fundraising Gross Income$71,347
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Celtic Cup$303,552$54,407$27,827$26,580
Tasteful Affair$31,255$16,940$5,571$11,369
Total Events$334,807$71,347$97,062$-25,715
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
CRT & CGA Liability$3,626,115
Due to EPISCOPAL SENIOR COMMUNITIES$230,327
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 Senior Communities (ESC) is the sole corporate member of Episcopal Senior Communities Foundation (ESCF). ESC has the right to appoint all the members of ESCF and the right to determine the distribution of assets on the liquidation of ESCF.”

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

“The board shall consist of a range between five (5) and twenty-five (25) members, the actual number to be fixed from time to time by resolution of the Board of the Corporation. The members of the Board shall be appointed by the Member.”

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

“See response to Form 990, Part VI, Question 6.”

Form 990, Part VI, Section A, line 8B

“Episcopal Senior Communities Foundation does not have committees to act on behalf of the governing body.”

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

“Cfo and general counsel conducted a complete and thorough review of the form 990. An electronic copy of the form 990 was sent via email directly to each board member for their review and comments prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, line 12C

“The conflict of interest policy is reviewed on a transaction basis. The policy applies to all interested persons including any director, principal officer, or member of a committee with board-delegated powers who has a direct or indirect financial interest in the organization. Any officer or board member having a possible conflict of interest in any matter must disclose the existence and nature of the conflict. After disclosure of a potential conflict of interest to the board, the interested officer or board member would leave the board meeting while the conflict of interest is discussed and/or voted upon. The remaining board members shall decide if a conflict of interest exists.”

Form 990, Part VI, Section C, line 19

“THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION's WEBSITE, JTM-ESC.ORG. THE GOVERNING/ORGANIZING DOCUMENTS and conflict of interest policy ARE AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Episcopal Senior Communities Foundation
EIN
46-0502111
Phone
9259567400
Address
2185 N California Blvd Suite 575, Walnut Creek, CA 94596

Signing Officer

Name
Kevin Gerber
Title
President/CEO
Phone
9259567400
Signed
2017-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Gerber
Formed
2002
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
12
Volunteers
25

Preparer

Firm
Moss Adams LLP
Address
101 Second Street Suite 900, San Francisco, CA 94105
Preparer
Tracy S Paglia
Phone
4159561500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Changes in split interest gift agreements -157,753.”

Financial Statement Notes

Part V, Line 4:

“Endowment fund earnings are used for atrium at slv and assistance for residents. $158,784 is the nutter fund for the slv atrium; $10,000 is for webster house byrd fund; and $495,636 is for assistance funds.”

Part X, Line 2:

“The Foundation adopted the provisions of the Accounting Standards Codification ("ASC") Topic 740-10, Income Taxes, relating to accounting for uncertain tax positions, which had no financial statement impact to ESCF. ESCF recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. ESCF recognizes interest and penalties related to income tax matters in operating expenses.”

Part XI, Line 2D - Other Adjustments:

“Changes in split interest gift agreements -157,753.”

Part XI, Line 4B - Other Adjustments:

“Reclass of special event expenses -97,062.”

Part XII, Line 2D - Other Adjustments:

“Reclass of special event expenses 97,062.”

Raw XML AppendixShowing 400 of 894 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt060536
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0187
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF ESCF IS TO SOLICIT CONTRIBUTIONS, INVEST AND MAINTAIN ASSETS AND MAKE DISTRIBUTIONS FOR THE CONTINUING FINANCIAL SUPPORT OF COMMUNITY OUTREACH, ASSISTANCE AND CAPITAL IMPROVEMENT NEEDS OF EPISCOPAL SENIOR COMMUNITIES AND ITS RESIDENTS.
IRS990/AdvertisingGrp/FundraisingAmt022081
IRS990/AdvertisingGrp/ManagementAndGeneralAmt046320
IRS990/AdvertisingGrp/TotalAmt068401
IRS990/AllOtherContributionsAmt0799310
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01465
IRS990/AllOtherExpensesGrp/TotalAmt01465
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0diana jamison
IRS990/BooksInCareOfDetail/PhoneNum09259567400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02185 N California Blvd 575
IRS990/BooksInCareOfDetail/USAddress/CityNm0walnut creek
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094596
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0275444
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0275444
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06322
IRS990/ConferencesMeetingsGrp/TotalAmt06322
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt0263460
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02019947
IRS990/CYGrantsAndSimilarPaidAmt01166514
IRS990/CYInvestmentIncomeAmt0141732
IRS990/CYOtherExpensesAmt0317934
IRS990/CYOtherRevenueAmt0-25715
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-5010
IRS990/CYSalariesCompEmpBnftPaidAmt0656526
IRS990/CYTotalExpensesAmt02140974
IRS990/CYTotalFundraisingExpenseAmt022081
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02135964
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt080200
IRS990/DeferredRevenueGrp/EOYAmt0125676
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO ESTABLISH AND MAINTAIN FUNDS TO BENEFIT AND PROVIDE CONTINUING FINANCIAL SUPPORT OF THE CAPITAL, COMMUNITY OUTREACH, FINANCIAL ASSISTANCE, AND OTHER CHARITABLE PURPOSES OF THE EPISCOPAL SENIOR COMMUNITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01229204
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022000
IRS990/FeesForServicesAccountingGrp/TotalAmt022000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0780
IRS990/FeesForServicesLegalGrp/TotalAmt0780
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt036442
IRS990/FeesForServicesOtherGrp/TotalAmt036442
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt031492
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt031492
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt838.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt938.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1028.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1128.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1237.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1339.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1439.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1538.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1639.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1736.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1012.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt174.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8117638
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt994900
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1168383
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1288783
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1426541
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1561094
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1672861
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1724905
IRS990/Form990PartVIISectionAGrp/PersonNm0Case Gordon
IRS990/Form990PartVIISectionAGrp/PersonNm1Coates Sally
IRS990/Form990PartVIISectionAGrp/PersonNm2Englehart Hays
IRS990/Form990PartVIISectionAGrp/PersonNm3Handelmann Margaret
IRS990/Form990PartVIISectionAGrp/PersonNm4Lusse Patricia
IRS990/Form990PartVIISectionAGrp/PersonNm5Schoenrock Diane
IRS990/Form990PartVIISectionAGrp/PersonNm6Skaggs Sanford
IRS990/Form990PartVIISectionAGrp/PersonNm7Sheehy Joanne
IRS990/Form990PartVIISectionAGrp/PersonNm8Gerber Kevin
IRS990/Form990PartVIISectionAGrp/PersonNm9Tobin William C
IRS990/Form990PartVIISectionAGrp/PersonNm10McMullin Mary
IRS990/Form990PartVIISectionAGrp/PersonNm11Campbell Dee Ann
IRS990/Form990PartVIISectionAGrp/PersonNm12Jamison Diana
IRS990/Form990PartVIISectionAGrp/PersonNm13Brinton Prab
IRS990/Form990PartVIISectionAGrp/PersonNm14Oliveri Rick
IRS990/Form990PartVIISectionAGrp/PersonNm15Powell Tracy
IRS990/Form990PartVIISectionAGrp/PersonNm16Dana Christopher
IRS990/Form990PartVIISectionAGrp/PersonNm17Feddersen Denisa
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt821530
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt919521
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11137463
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1225578
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt144754
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt159689
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt161815
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1715600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8409068
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9370899
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11320748
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12315460
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14185421
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15184092
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16179677
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17140405
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Ex offico ESC BOD
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8President, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9General Counsel, Chief Risk Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt10SR. VP ORG'L ADV. (starting 2/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt11SR. VP ORG'L ADV. (thru 12/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer, CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP Human Resources (starting 1/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP Human Resources (thru 1/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP of Outreach Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP of IT
IRS990/Form990PartVIISectionAGrp/TitleTxt17Corporate Controller
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0263460
IRS990/FundraisingDirectExpensesAmt097062
IRS990/FundraisingGrossIncomeAmt071347
IRS990/GainOrLossGrp/SecuritiesAmt048787
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt077000
IRS990/GrantAmt01166514
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01166514
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01166514
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06963700
IRS990/GrossReceiptsAmt09147939
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05896
IRS990/InformationTechnologyGrp/TotalAmt05896
IRS990/InvestmentIncomeGrp/ExclusionAmt092945
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt092945
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06553827
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06756166
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06914913
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF ESCF IS TO SOLICIT CONTRIBUTIONS, INVEST AND MAINTAIN ASSETS AND MAKE DISTRIBUTIONS FOR THE CONTINUING FINANCIAL SUPPORT OF COMMUNITY OUTREACH, ASSISTANCE AND CAPITAL IMPROVEMENT NEEDS OF EPISCOPAL SENIOR COMMUNITIES AND ITS RESIDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010002129
IRS990/NetAssetsOrFundBalancesEOYAmt09959608
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt048787
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt048787
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-25715
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-25715
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0120242
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt034126
IRS990/OccupancyGrp/TotalAmt034126
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08281
IRS990/OfficeExpensesGrp/TotalAmt08281
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0178416
IRS990/OtherAssetsTotalGrp/EOYAmt0155121
IRS990/OtherChangesInNetAssetsAmt0-157753
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt061735
IRS990/OtherEmployeeBenefitsGrp/TotalAmt061735
IRS990/OtherExpensesGrp/Desc0Social programs
IRS990/OtherExpensesGrp/Desc1DONOR APPRECIATION
IRS990/OtherExpensesGrp/Desc2TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt032261
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11754
IRS990/OtherExpensesGrp/ProgramServicesAmt062690
IRS990/OtherExpensesGrp/TotalAmt062690
IRS990/OtherExpensesGrp/TotalAmt132261
IRS990/OtherExpensesGrp/TotalAmt21754
IRS990/OtherLiabilitiesGrp/BOYAmt04005417
IRS990/OtherLiabilitiesGrp/EOYAmt03856442
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0240423
IRS990/OtherSalariesAndWagesGrp/TotalAmt0240423
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024362
IRS990/PayrollTaxesGrp/TotalAmt024362
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt054562
IRS990/PensionPlanContributionsGrp/TotalAmt054562
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0664420
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0664420
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02100200
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0833159
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011136
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08169
IRS990/PrincipalOfficerNm0KEVIN GERBER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03291858
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0518260
IRS990/PYInvestmentIncomeAmt0182848
IRS990/PYOtherExpensesAmt0992910
IRS990/PYOtherRevenueAmt0195351
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01497106
IRS990/PYSalariesCompEmpBnftPaidAmt0661781
IRS990/PYTotalExpensesAmt02172951
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03670057
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-5010
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0880177
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05304703
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06189298
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Description: CASH Date: 03/31/17 Amount: 120753. Description: CASH Date: 03/31/16 Amount: 1276356.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part VI, List of Unusual Grants:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01899194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02015502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02680414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01961131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01891494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010447735
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt092945
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0150229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0167267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0250814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0264234
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0925489
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47830
IRS990ScheduleA/PublicSupportTotal170Amt05601786
IRS990ScheduleA/SubstantialContributorsTotAmt04845949
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01899194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02015502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02680414
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01961131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01891494
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010447735
IRS990ScheduleA/TotalSupportAmt011712770
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0195351
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0144195
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0339546
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/CYEndwmtFundGrp/BeginningYearBalanceAmt0664420
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0664420
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt024217

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,941,913
Liabilities
$3,982,305
Net assets
$9,959,608
Revenue
$2,135,964
Expenses
$2,140,974
Net income
-$5,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$7.79$6.22$1.57
2021Detailed filing. Detailed filing data is available for this year.$15.2$4.86$10.4$5.43$5.67$0.24
2020Detailed filing. Detailed filing data is available for this year.$14.3$4.47$9.83$6.23$6.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$14.6$4.14$10.5$5.27$5.73$0.46
2018Summary only. Only limited summary data is available for this year.$15.0$4.17$10.8$2.96$2.24$0.72
2017Detailed filing. Detailed filing data is available for this year.$13.9$3.98$9.96$2.14$2.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$14.1$4.15$10.0$3.67$2.17$1.50
2015Detailed filing. Detailed filing data is available for this year.$12.5$3.56$8.97$3.38$3.35$0.03
2014Detailed filing. Detailed filing data is available for this year.$13.3$3.94$9.41$2.58$3.02$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$4.15$9.86$2.42$2.92$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$3.98$10.6$2.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$5.41$11.2$1.78