NonprofitsEpiscopal Retirement Services Foundation

Human Services

Episcopal Retirement Services Foundation

CINCINNATI, OH

Total revenue

$2.2M

Total expenses

$2.9M

Net assets

$61.8M

Grants received

$3.1M

27 grants

EIN

311570272

Tax year

2024

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 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.

Financials

FY 2024

Revenue

Contributions & grants$1.8M
Program service revenue
Investment income$387K
Other revenue
Total revenue$2.2M

Expenses

Grants paid$2.5M
Salaries & benefits
Fundraising
Other expenses$377K
Total expenses$2.9M
Total assets$61.9M
Net assets$61.8M

People

21 listed

NameRoleCompensation

JOANN HAGOPIAN

CHAIR

Board

0.2 hrs/wk

DORA ANIM

BOARD MEMBER

Board

0.2 hrs/wk

JON B BOSS

BOARD MEMBER

Board

0.2 hrs/wk

TONY BRUNS

BOARD MEMBER

Board

0.2 hrs/wk

W THOMAS COOPER

BOARD MEMBER -ECHF REP

Board

0.2 hrs/wk

REV DARREN ELIN

BOARD MEMBER-BISHOP'S REP

Board

0.2 hrs/wk

ERIC KEARNEY

BOARD MEMBER

Board

0.2 hrs/wk

APRYL POPE

BOARD MEMBER

Board

0.2 hrs/wk

TOM REGAN

BOARD MEMBER

Board

0.2 hrs/wk

THOMAS RETFORD

BOARD MEMBER -DH REP

Board

0.2 hrs/wk

BILL WOODS

BOARD MEMBER -MPL REP

Board

0.2 hrs/wk

CHIP WORKMAN

BOARD MEMBER

Board

0.2 hrs/wk

LAURA LAMB

CEO

Board

10 hrs/wk

DANIEL STEWARD

CFO

Board

10 hrs/wk

BEVERLY EDWARDS

VP -RESIDENTIAL HEALTHCARE

Board

10 hrs/wk

JOAN WETZEL

VP -HUMAN RESOURCES

Board

10 hrs/wk

JAMES WILSON

VP -AFFORDABLE LIVING

Board

10 hrs/wk

LAURYN MOORE

VP -MARKETING

Board

10 hrs/wk

BRYAN REYNOLDS

VP -MARKETING

Board

10 hrs/wk

MEGAN BRADFORD

VP -MIDDLE MARKET & MINISTRY

Board

10 hrs/wk

JOY BLANG

EXECUTIVE DIRECTOR OF PHILATHROPY

Board

10 hrs/wk

Grants received

Showing 27 of 27

FromAmountPurposeYear
$55K
SPONSORSHIP & PROGRAM SUPPORT
2024
$20K
CHARITABLE PURPOSES
2024
$64K
For grant recipient's exempt purposes
2023
$14K
PROGRAMATIC SUPPORT
2023
$10K
GENERAL FUND
2023
$10K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$1.7M
For grant recipient's exempt purposes
2022
$86K
ORGANIZATION'S CHARITABLE PURPOSE
2022
$34K
SPONSORSHIP, OPERATIONAL SUPPORT
2022
$6K
GENERAL PURPOSE
2022
$42K
For grant recipient's exempt purposes
2021
$42K
For grant recipient's exempt purposes
2021
$25K
PROJECT/PROGRAM SUPPORT
2021
$252K
For grant recipient's exempt purposes
2020
$45K
ORGANIZATION'S CHARITABLE PURPOSE
2020
$17K
GENERAL PURPOSE
2020
$305K
For grant recipient's exempt purposes
2019
$6K
GENERAL SUPPORT AND VARIOUS PROJECTS
2019
$144K
For grant recipient's exempt purposes
2018
$156K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017

Funded by

$3.1M from 10 funders · 27 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$2.7M · 8 grants · 2017–2023

L & L Nippert Charitable Foundation Inc

$131K · 2 grants · 2020–2022

Ohio Capital Impact Corporation

$119K · 3 grants · 2022–2024

Donor Advised Charitable Giving Inc

$93K · 6 grants · 2018–2023

The Greater Cincinnati Foundation

$37K · 3 grants · 2020–2023

The Thomas J Emery Memorial

$20K · 1 grant · 2024

Johnson Charitable Gift Fund

$10K · 1 grant · 2023

Details

EIN311570272
NTEE codeP110
Subsection03
Ruling date1998-02
Formed1997
Employees0
Volunteers12
EPISCOPAL RETIREMENT SERVICES FOUNDATION — Mission, Financials & Grants Received | Grantivo