Public Charity

EPISCOPAL RETIREMENT SERVICES FOUNDATION

EPISCOPAL RETIREMENT SERVICES FOUNDATION is a Public Charity headquartered in CINCINNATI, OH. Financial data from the 2024 filing: $2.2M revenue, $2.9M expenses, $61.9M total assets. 30 publicly reported grants to this organization, totaling roughly $3.7M, appear in IRS filings.

EIN: 311570272 CINCINNATI, OH Single Organization Support NTEE: P11 Latest filing: 2024
Total Revenue$2.2M
Total Expenses$2.9M
Total Assets$61.9M
Grant Records30
Funding Total$3.7M
Filing Years2019–2024

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 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.

Where $100 goes at Episcopal Retirement Services Foundation

How Episcopal Retirement Services Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100
The Episcopal Retirement Services Foundation (ersf) has been successful in soliciting, receiving and investing funds for the support of episcopal retirement services (ers) and episcopal retirement homes, inc
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

FIDELITY INVESTMENTS CHARITABLE GIFT FUND
2024
For grant recipient's exempt purposes
$440,600
OHIO CAPITAL IMPACT CORPORATION
2024
SPONSORSHIP & PROGRAM SUPPORT
$55,000
$44,701
VANGUARD CHARITABLE ENDOWMENT PROGRAM
2024
FOR RECIPIENT'S EXEMPT PURPOSE
$10,250
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
2023
For grant recipient's exempt purposes
$63,650

Showing up to 5 of 30 total records — full history available with membership.

Officers & Directors

BOARD MEMBER Apryl Pope
VP -RESIDENTIAL HEALTHCARE Beverly Edwards
BOARD MEMBER -MPL REP Bill Woods
VP -MARKETING Bryan Reynolds
BOARD MEMBER Chip Workman
CFO Daniel Steward

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$3,405,197 20 grants
Human & Social Services
$137,643 7 grants
Fundraising & Sponsorship
$118,500 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $2.2M $2.9M $61.9M
2023 $3.0M $4.4M $58.0M
2022 $2.4M $3.1M $53.2M
2020 $2.8M $3.0M $64.2M
2019 $3.7M $2.7M $58.0M

Between 2019 and 2024, reported annual revenue declined from $3.7M to $2.2M (-40%), with total assets most recently reported at $61.9M.

Interactive year-over-year charts and full filing details available with membership.

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