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EPISCOPAL RETIREMENT SERVICES

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Public IRS 990 nonprofit record

EPISCOPAL RETIREMENT SERVICES

EIN 47-5651061 · Fund Raising & Fund Distribution - Housing & Shelter (L12)

What they do

THE PURPOSE of THE CORPORATION is to BE ORGANIZED and OPERATED EXCLUSIVELY for THE BENEFIT OF, to PERFORM THE FUNCTIONS OF, and to CARRY OUT THE PURPOSES of THE RELIGIOUS and CHARITABLE PURPOSES of EPISCOPAL RETIREMENT HOMES, INC. and EPISCOPAL RETIREMENT SERVICES FOUNDATION.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $100.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

79.82%of revenue went to mission work100.0% of expenses · Program services
$79.82spent for every $100 of revenueRevenue covered expenses this year.
$4.23in assets for every $1 spent this yearSome assets cannot be spent right away.
10.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $78,609 for LAURA LAMB (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,032,847
Mission workProgram services$6,411,67079.82% of revenue100.0% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$1,621,17720.18% of revenueShown in gray on the chart
Total expenses$6,411,67079.82% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 79.82% of revenue
2023Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 97.54% of revenue
2022Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 64.86% of revenue
2021Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 83.69% of revenue
2020Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 93.57% of revenue
2019Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 106.78% of revenue
2018Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 100.76% of revenue
2017Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 91.92% of revenue

Money in and money out

Revenue$8,032,847
Expenses$6,411,670
Annual surplus $1,621,177 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$6,411,670 · 100.0% of expenses
See all reported dollar amounts
Revenue$8,032,847
Expenses$6,411,670
Assets$27,105,409
Income$8,047,701
Contributions$858,537
Mission work (program services)$6,411,670
Accounting fees$368,989
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
LAURA LAMBCEO · 10 hrs/week $78,609Base · Other $78,609
JOAN WETZELVP -HUMAN RESOURCES · 10 hrs/week $39,186Base · Other $39,186
DANIEL STEWARDCFO · 10 hrs/week $33,987Base · Other $33,987
JAMES WILSONVP -AFFORDABLE LIVING · 10 hrs/week $15,760Base · Other $15,760
LAURYN MOOREVP -MARKETING · 10 hrs/week $7,529Base · Other $7,529
MEGAN BRADFORDVP -MIDDLE MARKET & MINISTRY · 10 hrs/week $5,906Base · Other $5,906
BEVERLY EDWARDSVP -RESIDENTIAL HEALTHCARE · 10 hrs/week $3,451Base · Other $3,451

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

LAURA LAMBCEO

JOAN WETZELVP -HUMAN RESOURCES

DANIEL STEWARDCFO

JAMES WILSONVP -AFFORDABLE LIVING

LAURYN MOOREVP -MARKETING

MEGAN BRADFORDVP -MIDDLE MARKET & MINISTRY

BEVERLY EDWARDSVP -RESIDENTIAL HEALTHCARE

W THOMAS COOPERBOARD MEMBER - ECHF REP

ALAN HARTMANBOARD MEMBER

TOM REGANCHAIR

THOMAS RETFORDBOARD MEMBER - DH REP

REV JOHN FRITSCHNERBOARD MEMBER -ECHF REP

REV DARREN ELINBOARD MEMBER-BISHOPS REPRESENTATIVE

REV CANNON JACK KOEPKEBOARD MEMBER

JOANN HAGOPIANBOARD MEMBER

JENNY PAYNEBOARD MEMBER

GREGORY HOPKINSBOARD MEMBER

GERRON MCKNIGHTBOARD MEMBER

ERIC KEARNEYBOARD MEMBER

ELIZABETH ZWILLINGBOARD MEMBER

DORA ANIMBOARD MEMBER

CHIP WORKMANBOARD MEMBER

BILL WOODSBOARD MEMBER - MPL REP

APRYL POPEBOARD MEMBER

ALBERT SMITHERMANBOARD MEMBER

About this charity

Recognized since
January 2016
Location
3870 VIRGINIA AVE, CINCINNATI, OH 45227-3431
County
Hamilton
In care of
% PAUL SCHEPER
Primary officer
DANIEL STEWARD, CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
CLIFTONLARSONALLEN LLP
NTEE classification
Fund Raising & Fund Distribution - Housing & Shelter (L12)
IRS tax category
Fund Raising & Fund Distribution

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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