2024-08-05T13:53:24-05:00 2023-12-31 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2023-01-01 911094735 EPISCOPAL RETIREMENT COMMUNITIES EPIS 3603770113 703 CALLAHAN DR BREMERTON WA 98310 BEVERLY MAINE PRESIDENT AND CEO 3603770113 2024-08-01 1 1 CRAIG P CATLIN P00741890 2535667070 2023 2024-08-08 14:25:15Z BEVERLY MAINE 703 CALLAHAN DR BREMERTON WA 98310 2510141 0 X WWW.EPISCOPALRETIREMENT.ORG X 1960 WA ERC IS A NON-PROFIT THAT SERVES COMMUNITIES BY PROVIDING QUALITY SERVICES AND HOUSING TO OLDER ADULTS. 8 7 40 28 0 0 6220 11923 2132237 2368023 22344 31446 85828 98749 2246629 2510141 0 0 0 0 1034413 1213793 0 0 0 1036494 1093023 2070907 2306816 175722 203325 4285182 4247115 780818 539426 3504364 3707689 ERC IS A NON-PROFIT THAT SERVES COMMUNITIES BY PROVIDING QUALITY SERVICES AND HOUSING TO OLDER ADULTS. 0 0 1834926 2466772 EPISCOPAL RETIREMENT COMMUNITIES BUILDS AND OPERATES SENIOR RESIDENTIAL COMMUNITIES THAT PROVIDE QUALITY HOUSING, RECREATION AND WELLNESS SERVICES TO PERSONS OF A VARIETY OF INCOME LEVELS. CURRENTLY, ERC OPERATES CANTERBURY MANOR, AN INDEPENDENT SENIOR COMMUNITY & ST ANDREW'S PLACE, AN ASSISTED LIVING COMMUNITY, AND, PROVIDES FUNDING FOR FUTURE SUPPORT, GROWTH, AND SERVICES. 1834926 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 1 0 0 WA X BEVERLY MAINE 3603770113 703 CALLAHAN DR BREMERTON WA 98310 GEORGE ROBERTSON VICE CHAIR 2.00 X X 0 0 0 DEBRA THOMPSON MEMBER 2.00 X 0 0 0 CHARLA CONNER SECRETARY 2.00 X X 0 0 0 JONATHAN GREEN DIRECTOR 2.00 X 0 0 0 BEVERLY MAINE CEO/PRESIDENT 40.00 2.00 X X 172848 0 45495 THE MOST REV MELISSA SKELTON EX OFFICIO 2.00 X 0 0 0 COLLUM LISKA CHAIR 2.00 X X 0 0 0 CHRISTI MCCARREN NON-VOTING 2.00 X 0 0 0 MICHAEL SEDWICK TREASURER 2.00 X 0 0 0 172848 0 45495 2 0 1 0 0 11923 11923 RESIDENTS' RENT 623990 2368023 2368023 2368023 31446 31446 MANAGEMENT FEES 541610 98749 98749 98749 2510141 2466772 0 31446 218343 158638 59705 697716 511367 186349 211199 145011 66188 86535 66198 20337 25978 40 25938 24038 24038 10568 2460 8108 7016 3655 3361 333503 316388 17115 44347 24045 20302 4238 278 3960 22374 19364 3010 210947 199517 11430 99597 96789 2808 FOOD SERVICE SUPPLIES 253611 253611 ACTIVITIES DIRECT EXPEN 37480 37480 MISCELLANEOUS 19276 35 19241 HEALTH SUPPLIES 50 50 2306816 1834926 471890 0 607777 637471 615110 550303 13138 21536 40712 61167 7991777 5427473 2546789 2564304 461656 412334 4285182 4247115 115072 124723 100341 95749 492005 239954 73400 79000 780818 539426 X 3504364 3707689 3504364 3707689 4285182 4247115 203325 0 X X 0 1 X 1 0 X 5170 9978 171018 6220 11923 204309 2188761 2253437 2219577 2132237 2368023 11162035 2193931 2263415 2390595 2138457 2379946 11366344 0 0 0 11366344 10158 30070 1070 25472 31446 98216 10158 30070 1070 25472 31446 98216 2204089 2293485 2391665 2163929 2411392 11464560 0.99140 0.99360 0.00860 0.00640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 739691 739691 5945582 4267156 1678426 1306504 1160317 146187 2564304 DEVELOPMENT FEE RECEIVABLE, NET OF PAYMENTS 412334 412334 SECURITY DEPOSITS 79000 79000 2510141 0 2510141 0 2510141 2306816 0 2306816 0 2306816 X X 0 0 0 0 0 0 0 0 0 BEVERLY MAINE CEO/PRESIDENT 147171 0 20000 0 5677 0 7359 0 38136 0 218343 0 0 0 PART I, LINE 3 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE BOARD AS A WHOLE. THEY USE INFORMATION THEY OBTAIN FROM FORM 990S OF SIMILAR ORGANIZATIONS AND THEY CONSIDER THE CEO'S PERFORMANCE AND THE EFFECTS OF REGIONAL INFLATION IN ARRIVING AT EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B DRAFT RETURN DISTRIBUTED AND REVIEWED BY BOARD OF DIRECTORS AND CEO/PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12 CONFLICT OF INTEREST POLICY AND WHISTLE BLOWER POLICY ARE CURRENTLY RETAINED AT THE MAIN OFFICE AND ARE REVIEWED ANNUALLY TO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE'S COMPENSATION IS DETERMINED BY THE BOARD AS A WHOLE. THEY USE INFORMATION THEY OBTAIN FROM FORM 990S OF SIMILAR ORGANIZATIONS AND CONSIDER PERFORMANCE AND INFLATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. ST ANDREW'S RETIREMENT COMMUNITY 703 CALLAHAN DRIVE BREMERTON WA 98310 943160031 ASSISTED LIVING CENTER FOR SENIORS WA 501(C)(3) LINE 11 0 EPISCOPAL RETIREMENT COMMUNITIES FOUNDATION 857 CALLAHAN DRIVE BREMERTON WA 98310 912131903 FUNDRAISING TO SUPPORT COMMUNITIES OF EPISCOPAL RETIREMENT COMMUNITIES WA 501(C)(3) LINE 11 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 ST ANDREW'S RETIREMENT CENTER A 21465 CASH ST ANDREW'S RETIREMENT CENTER D 412334 LOAN BALANCE ST ANDREW'S RETIREMENT CENTER L 98749 CASH ST ANDREW'S RETIREMENT CENTER P 244464 CASH ST ANDREW'S RETIREMENT CENTER Q 390000 CASH ST ANDREW'S RETIREMENT CENTER R 24000 CASH