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. 29 publicly reported grants to this organization, totaling roughly $3.7M, appear in IRS filings.

EIN: 311570272 CINCINNATI, OH Latest filing: 2024
Total Revenue$2.2M
Total Expenses$2.9M
Total Assets$61.9M
Grant Records29
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.

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

For grant recipient's exempt purposes
$3,099,950 9 grants
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
$155,855 1 grant
HUMAN SERVICES
$137,643 7 grants
GENERAL PURPOSE
$85,542 4 grants
SPONSORSHIP & PROGRAM SUPPORT
$55,000 1 grant

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.

See the full picture for EPISCOPAL RETIREMENT SERVICES FOUNDATION

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