Civic Intelligence

Episcopal Church Home Foundation Inc

EIN 81-3985477 • 501(c)3 • Louisville, KY

Profile

To support the episcopal church home located in louisville, kentucky.

7504 Westport RdLouisville, KY 40222-4108

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.03x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.54x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$9,961,068

Up $979,283 (+11%) from 2023

Liabilities

Down

$293,467

Down $58,677 (-17%) from 2023

Net Assets

Up

$9,667,601

Up $1,037,960 (+12%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin13th percentile

Revenue

Down

$539,055

Down $215,316 (-29%) from 2023

Expenses

Up

$651,432

Up $117,958 (+22%) from 2023

Net Income

Down

-$112,377

Down $333,274 (-151%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2017: $6,166,497Liabilities 2017: $408,836Net Assets 2017: $5,757,6612017Assets 2018: $7,472,521Liabilities 2018: $317,012Net Assets 2018: $7,155,5092018Assets 2019: $8,932,626Liabilities 2019: $319,882Net Assets 2019: $8,612,7442019Assets 2020: $8,361,808Liabilities 2020: $63,350Net Assets 2020: $8,298,4582020Assets 2021: $10,092,706Liabilities 2021: $266,619Net Assets 2021: $9,826,0872021Assets 2022: $8,372,878Liabilities 2022: $559,722Net Assets 2022: $7,813,1562022Assets 2023: $8,981,785Liabilities 2023: $352,144Net Assets 2023: $8,629,6412023Assets 2024: $9,961,068Liabilities 2024: $293,467Net Assets 2024: $9,667,6012024

Highlighted filing

2024

Assets$9,961,068
Liabilities$293,467
Net Assets$9,667,601
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $250,624Expenses 2017: $207,715Net Income 2017: $42,9092017Revenue 2018: $2,187,260Expenses 2018: $501,236Net Income 2018: $1,686,0242018Revenue 2019: $489,055Expenses 2019: $409,263Net Income 2019: $79,7922019Revenue 2020: $1,400,337Expenses 2020: $1,694,205Net Income 2020: -$293,8682020Revenue 2021: $1,555,137Expenses 2021: $787,090Net Income 2021: $768,0472021Revenue 2022: $640,179Expenses 2022: $1,187,560Net Income 2022: -$547,3812022Revenue 2023: $754,371Expenses 2023: $533,474Net Income 2023: $220,8972023Revenue 2024: $539,055Expenses 2024: $651,432Net Income 2024: -$112,3772024

Highlighted filing

2024

Revenue$539,055
Expenses$651,432
Net Income-$112,377
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,961,068
Liabilities
$293,467
Net assets
$9,667,601
Revenue
$539,055
Expenses
$651,432
Net income
-$112,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.96$0.29$9.67$0.54$0.65$0.11
2023Detailed filing. Detailed filing data is available for this year.$8.98$0.35$8.63$0.75$0.53$0.22
2022Detailed filing. Detailed filing data is available for this year.$8.37$0.56$7.81$0.64$1.19$0.55
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.27$9.83$1.56$0.79$0.77
2020Detailed filing. Detailed filing data is available for this year.$8.36$0.06$8.30$1.40$1.69$0.29
2019Detailed filing. Detailed filing data is available for this year.$8.93$0.32$8.61$0.49$0.41$0.08
2018Summary only. Only limited summary data is available for this year.$7.47$0.32$7.16$2.19$0.50$1.69
2017Summary only. Only limited summary data is available for this year.$6.17$0.41$5.76$0.25$0.21$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$747,968
Mission and Program Overview

Mission

To support the episcopal church home located in louisville, kentucky.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,338,181$4,786,625▲ $448,444
Cash and Non-Interest-Bearing Accounts$41,311$147,275▲ $105,964
Pledges and Grants Receivable$170,549$126,066▼ $44,483
Total Assets$8,981,785$9,961,068▲ $979,283
Other Assets Total$4,431,744$4,901,102▲ $469,358
Liabilities
Accounts Payable and Accrued Expenses$352,144$0▼ $352,144
Other Liabilities$0$293,467▲ $293,467
Total Liabilities$352,144$293,467▼ $58,677
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,243,744$5,811,583▲ $567,839
Net Assets With Donor Restrictions$3,385,897$3,856,018▲ $470,121
Total Net Assets Fund Balance$8,629,641$9,667,601▲ $1,037,960
Total Liabilities and Net Assets / Fund Balance$8,981,785$9,961,068▲ $979,283

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,731,102--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$42,517---$42,517
2023$42,517---$42,517
2022$42,517---$42,517
2021$42,517---$42,517
2020$42,517---$42,517
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
David BrownChair
Gibbs ReeseBoard Member
Jon B BossBoard Member
Michael BurrisBoard Member
Rev Harvey RobertsBoard Member
W Thomas CooperBoard Member -ech Rep
Penny SouthwickBoard Member as of July 2024
Barbara TrevorBoard Member Thru June 2024
Rev Amy Real CoultasBOARD MEMBER-BISHOP'S REP
Paul ScheperSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$125,695
Program Service Revenue
$0
Investment Income
$413,360
Other Revenue
$0
All Other Contributions
$125,695
Change in Net Assets
$-112,377

Audited Revenue Reconciliation

Revenue per Audited Statements
$491,817
Revenue Not Reported on Financial Statements
$47,238
Revenue Not Reported on Form 990
$1,162,837
Total Revenue per Audited Statements
$1,654,654
Total Revenue per Form 990
$539,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$574,014
Other Expenses$77,418
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$574,014--$574,014
Fees for Service Investment Mgmnt Fees-$47,238-$47,238
Fees for Services Accounting-$4,190-$4,190
Other Expenses$2,676$79-$79
Total Functional Expenses$599,925$51,507$0$651,432

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$651,432
Total Expenses per Audited Statements$616,694
Expenses per Audited Statements$604,194
Expenses Not Reported on Financial Statements$47,238
Expenses Not Reported on Form 990$12,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Church Home IncCincinnati, OH501(c)(3)To Support the Operations of the Episcopal Church Home.$574,014
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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$293,467
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Administrative and accounting duties are performed by episcopal retirement services.”

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

“Episcopal retirement services has the authority to appoint two members to the board of directors.”

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

“The 990 is prepared by the outside accounting firm, reviewed by ers and then provided to the board of directors for approval.”

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

“Annual conflict of interest questionnaires are completed and shared with the entire board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes all governing documents, conflict of interest policy, and financial statements available to the public 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 Church Home Foundation Inc
EIN
81-3985477
Phone
5132725555
Address
7504 WESTPORT RD, LOUISVILLE, KY 40222-4108

Signing Officer

Name
Daniel P Steward
Title
CFO
Phone
5132725555
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel P Steward
Formed
2016
Legal Domicile
Ky
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
4334 MUNSON STREET SUITE 200, CANTON, OH 44718
Preparer
Jennifer Coleman
Phone
3304972000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfers from affiliates 140,285.”

Financial Statement Notes

PART V, LINE 4:

“Income generated from permanent endowed funds used to support episcopal church home.”

PART X, LINE 2:

“The foundation is exempt from federal, state and local income taxes as a not-for-profit organization described under section 501(c)(3) of the internal revenue code. The foundation files an informational tax return in the u.s. Federal jurisdiction and with the kentucky office of attorney general. As of december 31, 2024 and 2023, the foundation did not have any accrued interest or penalties related to income tax liabilities, and no interest or penalties have been charged to operations for the years then ended.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Transfers from affiliates 140,285.”

Raw XML AppendixShowing 400 of 488 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.

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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0126066
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DANIEL P STEWARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0116094
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0471654
IRS990/PYInvestmentIncomeAmt0638277
IRS990/PYOtherExpensesAmt061820
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0220897
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0533474
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0754371
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-112377
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/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION'S BYLAWS SPECIFICALLY STATE THAT THE FOUNDATION HAS BEEN ORGANIZED FOR THE PURPOSE OF SUPPORTING THE EPISCOPAL CHURCH HOME OR ANY OF ITS CONTROLLED AFFILIATES OR ENTITIES IN WHICH IT IS A MEMBER. ALL OF THE ACTIVITIES OF THE FOUNDATION WERE UNDERTAKEN TO FURTHER THE EXEMPT PURPOSES OF THE EPISCOPAL CHURCH HOME, AS THE FOUNDATION SOLICITED CONTRIBUTIONS ON BEHALF OF THE HOME AND TRANSFERRED FUNDS TO THE HOME AS NEEDED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION HAS THE ABILITY TO SOLICIT CONTRIBUTIONS WITHOUT THE FOUNDATION'S INVOLVEMENT, AND HAS PREVIOUSLY DONE SO.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0610461720
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0574014
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL CHURCH HOME INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0574014
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt042517
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt042517
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt042517
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt042517
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt042517
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt042517
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt042517
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt042517
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt042517
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt042517
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt012500
IRS990ScheduleD/DonatedServicesUseFcltsAmt012500
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt012500
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt047238
IRS990ScheduleD/ExpensesSubtotalAmt0604194
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt047238
IRS990ScheduleD/InvestmentExpensesNotIncldAmt047238
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01010052
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01170000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13731102
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MEMBERSHIP INTEREST IN ECH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1MEMBERSHIP INTEREST IN THIRD-PARTY TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0293467
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherRevenueAmt0140285
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt01162837
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt047238
IRS990ScheduleD/RevenueSubtotalAmt0491817
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME GENERATED FROM PERMANENT ENDOWED FUNDS USED TO SUPPORT EPISCOPAL CHURCH HOME.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF ATTORNEY GENERAL. AS OF DECEMBER 31, 2024 AND 2023, THE FOUNDATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRANSFERS FROM AFFILIATES 140,285.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04901102
IRS990ScheduleD/TotalExpensesPerForm990Amt0651432
IRS990ScheduleD/TotalLiabilityAmt0293467
IRS990ScheduleD/TotalRevenuePerForm990Amt0539055
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01654654
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0616694
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0574014
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE OPERATIONS OF THE EPISCOPAL CHURCH HOME.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EPISCOPAL CHURCH HOME INC
IRS990ScheduleI/RecipientTable/RecipientEIN0610461720
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03870 VIRGINIA AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045227
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0UNDER THE TERMS OF THE AFFILIATION AGREEMENT WITH THE EPISCOPAL CHURCH HOME, INC., THE ORGANIZATION IS REQUIRED TO GRANT TO THE HOME AN ANNUAL CONTRIBUTION EQUAL TO 4% OF AVERAGE INVESTMENT BALANCES, TO BE PAID QUARTERLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE AND ACCOUNTING DUTIES ARE PERFORMED BY EPISCOPAL RETIREMENT SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EPISCOPAL RETIREMENT SERVICES HAS THE AUTHORITY TO APPOINT TWO MEMBERS TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM, REVIEWED BY ERS AND THEN PROVIDED TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES ARE COMPLETED AND SHARED WITH THE ENTIRE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN THE INTERNAL REVENUE CODE SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFERS FROM AFFILIATES 140,285.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0EPISCOPAL RETIREMENT SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EPISCOPAL CHURCH HOME INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0610461720
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT COMMUNITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03870 VIRGINIA AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045227
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00

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