Nonprofit · EIN 31-0554071
EPISCOPAL RETIREMENT HOMES INC
Tax-exempt · CINCINNATI, OH 45227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $42,799,123 | $41,319,164 | $1,479,959 | $61,975,284 | $53,273,787 | $8,701,497 |
| December 31, 2023 | 990 | $39,959,006 | $39,810,454 | $148,552 | $58,629,055 | $51,825,376 | $6,803,679 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,910,810
- Program service revenue
- $39,366,224
- Investment income
- $518,361
- Net gain from sales of assets
- $6,000
- Other revenue
- $3,728
Expenses
- Grants and similar amounts paid
- $19,950
- Compensation of officers, directors and key employees
- $1,740,057
- Other salaries and wages
- $18,556,546
- Salaries, compensation and benefits (total)
- $23,746,242
- Professional fundraising fees
- $0
- Legal fees
- $47,540
- Accounting fees
- $150,674
- Occupancy
- $1,303,976
- Travel
- $72,052
- Depreciation
- $3,574,593
- Program services (functional)
- $31,100,595
- Management and general (functional)
- $9,701,031
- Fundraising (functional)
- $517,538
Balance sheet and other
- Total assets, start of year
- $58,629,055
- Total assets, end of year
- $61,975,284
- Total liabilities, end of year
- $53,273,787
- Net assets, end of year
- $8,701,497
- Land, buildings and equipment
- $45,918,517
- Net assets without donor restrictions
- $8,701,497
- Gross unrelated business income
- -$317
- Gross receipts
- $42,799,123
- Employees
- 818
- Volunteers
- 326
- Year formed
- 1951
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA LAMB | CEO Officer | 10 | $458,571 | $78,609 |
| DANIEL STEWARD | CFO Officer | 10 | $273,923 | $33,987 |
| BEVERLY EDWARDS | VP, RESIDENTIAL HEALTHCARE Officer | 10 | $214,067 | $3,451 |
| JOAN WETZEL | VP, HUMAN RESOURCES Officer | 10 | $177,755 | $39,186 |
| JAMES WILSON | VP, AFFORDABLE LIVING Officer | 10 | $195,240 | $15,760 |
| JOY BLANG | EXECUTIVE DIRECTOR, PHILANTHROPY Highest-paid employee | 10 | $135,468 | $42,513 |
| MEGAN BRADFORD | VP, MIDDLE MARKET & MINISTRY Officer | 10 | $159,379 | $5,906 |
| WINDY N MCCAUGHEY | EXECUTIVE DIRECTOR, DEUPREE ADMIN Highest-paid employee | 40 | $136,043 | $22,675 |
| JUDITH DEAN | DIRECTOR OF NURSING (MPL) Highest-paid employee | 40 | $129,848 | $26,291 |
| ANTHONY WILLIAMS | ADMINISTRATOR (MPL) Highest-paid employee | 40 | $125,513 | $25,443 |
| KENYA WILLIS | REGISTERED NURSE Highest-paid employee | 40 | $138,264 | $2,115 |
| LAURYN MOORE | VP, MARKETING Officer | 10 | $76,695 | $7,529 |
| THOMAS REGAN | CHAIRMAN Trustee or director, Officer | 0.2 | $0 | $0 |
| DORA ANIM | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| W THOMAS COOPER | BOARD MEMBER, ECHF REP Trustee or director | 0.2 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV DARREN ELIN | BOARD MEMBER, BISHOP'S REP Trustee or director | 0.2 | $0 |
| REV JOHN FRITSCHNER | BOARD MEMBER, ECHF REP Trustee or director | 0.2 | $0 |
| JOANN HAGOPIAN | BOARD MEMBER Trustee or director | 0.2 | $0 |
| ALAN HARTMAN | BOARD MEMBER Trustee or director | 0.2 | $0 |
| GREGORY HOPKINS | BOARD MEMBER Trustee or director | 0.2 | $0 |
| ERIC KEARNEY | BOARD MEMBER Trustee or director | 0.2 | $0 |
| REV CANNON JACK KOEPKE | BOARD MEMBER Trustee or director | 0.2 | $0 |
| GERRON MCKNIGHT | BOARD MEMBER Trustee or director | 0.2 | $0 |
| JENNY PAYNE | BOARD MEMBER Trustee or director | 0.2 | $0 |
| APRYL POPE | BOARD MEMBER Trustee or director | 0.2 | $0 |
| THOMAS RETFORD | BOARD MEMBER, DH REP Trustee or director | 0.2 | $0 |
| ALBERT SMITHERMAN | BOARD MEMBER Trustee or director | 0.2 | $0 |
| BILL WOODS | BOARD MEMBER, MPL REP Trustee or director | 0.2 | $0 |
| CHIP WORKMAN | BOARD MEMBER Trustee or director | 0.2 | $0 |
| ELIZABETH ZWILLING | BOARD MEMBER Trustee or director | 0.2 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA LAMB | CEO Officer | 10 | $518,728 | $76,758 |
| DANIEL STEWARD | CFO Officer | 10 | $252,506 | $35,142 |
| BEVERLY EDWARDS | VP, RESIDENT HEALTHCARE Officer | 10 | $202,734 | $3,459 |
| JOAN WETZEL | VP, HR & ORG. DEV. Officer | 10 | $169,067 | $36,138 |
| JAMES WILSON | VP, AFFORDABLE LIVING Officer | 10 | $186,306 | $15,285 |
| BRYAN REYNOLDS | VP, MARKETING (UNTIL 12/29/23) Officer | 10 | $141,924 | $37,116 |
| LILLIE M MECHEAU | VERSATILE WORKER Highest-paid employee | 40 | $152,085 | $25,992 |
| JOY BLANG | EXECUTIVE DIRECTOR PHILANTHROPY Highest-paid employee | 40 | $128,821 | $42,649 |
| WINDY N MCCAUGHEY | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $144,455 | $23,309 |
| MEGAN BRADFORD | VP, MIDDLE MARKET & MINISTRY Officer | 10 | $146,102 | $4,212 |
| JUDITH DEAN | DIRECTOR OF NURSING Highest-paid employee | 40 | $124,384 | $25,397 |
| ANTHONY WILLIAMS | ADMINISTRATOR Highest-paid employee | 40 | $120,013 | $21,084 |
| THOMAS W REGAN | CHAIRMAN Trustee or director, Officer | 0.2 | $0 | $0 |
| DORA ANIM | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| W THOMAS COOPER | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| THE REV DARREN ELIN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| THE REV JOHN FRITSCHNER | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| JOANN HAGOPIAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| ALAN HARTMAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| GREGORY HOPKINS | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| ERIC KEARNEY | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| THE REV CANON JACK KOEPKE | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| GERRON MCKNIGHT | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| JENNY PAYNE | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| APRYL POPE | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| ALBERT SMITHERMAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| CHIP WORKMAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| ELIZABETH ZWILLING | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3870 VIRGINIA AVE, CINCINNATI, OH 45227-3431
- Principal officer (990 for 2024)
- LAURA LAMB, 3870 VIRGINIA AVE, CINCINNATI, OH 45227
- Signed the 990
- DANIEL STEWARD, CFO
- Phone
- (513) 271-9610
- Website
- WWW.EPISCOPALRETIREMENT.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
WE ENRICH THE LIVES OF OLDER ADULTS IN A PERSON-CENTERED, INNOVATIVE, AND SPIRITUALLY BASED WAY.
Program accomplishments
- MARJORIE P. LEE: THE MARJORIE P. LEE COMMUNITY HAS BEEN ENRICHING THE LIVES OF OLDER ADULTS WITH QUALITY SERVICES SINCE 1963 AND HAS BECOME A LANDMARK IN THE EAST CINCINNATI SUBURB OF HYDE PARK. NESTLED IN A TREE-LINED NEIGHBORHOOD, IT IS A SHORT WALK TO HYDE PARK SQUARE, WHICH OFFERS SHOPS, RESTAURANTS, BANKING, AND OTHER COMMUNITY SERVICES. WE OFFER A CHOICE OF ACCOMMODATIONS AND SERVICES FOR INDEPENDENT LIVING, ASSISTED LIVING, SHORT-STAY AND LONG-TERM SKILLED NURSING CARE, AND MEMORY SUPPORT, ALL UNDER ONE ROOF. AND WITH THE "OUR PROMISE, YOUR FUTURE" PROGRAM, WE WILL NOT ASK ANY RESIDENT TO LEAVE IF THEY OUTLIVE THEIR FINANCIAL RESOURCES. NOT MANY COMMUNITIES CAN OFFER THAT IN WRITING, RIGHT IN THE CONTRACT! THIS PROVIDES TRUE PEACE OF MIND TO OUR RESIDENTS AND THEIR FAMILIES KNOWING THEY WILL BE IN THE BEST HANDS POSSIBLE, NO MATTER WHAT THE FUTURE BRINGS.MARJORIE P. LEE PROVIDES SENIOR APARTMENTS IN 77 RESIDENTIAL APARTMENTS, 27 MEMORY SUPPORT ASSISTED LIVING APARTMENTS, AND 88 SKILLED CARE CENTER BEDS. DURING 2024, MARJORIE P. LEE SPENT OVER $498,000 ON CHARITABLE FINANCIAL ASSISTANCE, MINISTRY SERVICES, CHAPLAINCY, AND VOLUNTEERS. MARJORIE P. LEE HAS BEEN RECOGNIZED THROUGH INDEPENDENT ORGANIZATIONS AND HIGH SATISFACTION SCORES. MARJORIE P. LEE AND ITS PARENT, EPISCOPAL RETIREMENT SERVICES, HAS BEEN HONORED AS A TOP WORKPLACE IN CINCINNATI FOR THE FIFTEENTH CONSECUTIVE YEAR, A DISTINCTION THAT IS VOTED ON BY OUR EMPLOYEES AND ONLY HELD BY JUST THREE OTHER COMPANIES IN THE CITY. ALSO, IN RECENT YEARS, MARJORIE P. LEE HAS SCORED AMONG THE HIGHEST IN THE REGION ON THE OHIO DEPARTMENT OF AGING NURSING HOME RESIDENT SATISFACTION SURVEY. UNDERLYING EVERYTHING WE DO IS OUR PERSON-CENTERED CARE PHILOSOPHY THAT BELIEVES PEOPLE SHOULD LIVE LIFE ON THEIR OWN TERMS WHENEVER POSSIBLE. IN OUR SENIOR LIVING COMMUNITIES, IT MEANS WE DO NOT THINK OF RESIDENTS AS LIVING IN OUR BUILDINGS, BUT RATHER THAT WE ARE WORKING IN THEIR HOMES. BECAUSE OF THIS PHILOSOPHY, WE RESPECT THAT WE ARE WORKING IN SOMEONE'S HOME AND TAKE THE CONCEPT OF INDIVIDUALIZED SERVICE AND CARE TO A HIGHER LEVEL. BY EMPHASIZING FREEDOM, CHOICE, AND PURPOSE, IT IS ALWAYS OUR PRIMARY GOAL TO ENSURE THAT THE ELDERS WE SERVE ARE SUCCESSFUL, SECURE, ENGAGED, AND HAPPY, NO MATTER WHAT PART OF OUR COMMUNITY THEY ARE IN. AT MARJORIE P. LEE, IT IS ALL RIGHT HERE IF YOU NEED IT.Expenses $19,478,725 · grants $19,950 · revenue $18,865,971
- DEUPREE HOUSE: THE DEUPREE HOUSE COMMUNITY IS COMPRISED OF 145 APARTMENTS LOCATED ON ERIE AVENUE ACROSS FROM THE HYDE PARK COUNTRY CLUB IN CINCINNATI. WITH ABUNDANT AMENITIES AND SERVICES, OLDER ADULTS CAN LIVE A FULL AND ACTIVE LIFESTYLE IN A NEIGHBORHOOD THAT IS CLOSE TO EVERYTHING THEY MIGHT NEED. WE ALSO OFFER A TRULY UNIQUE, NON-INSTITUTIONAL APPROACH TO NURSING CARE, WITH OUR PERSON-CENTERED CARE. THIS APPROACH IS PART OF WHAT MAKES THE DEUPREE COMMUNITY THE BEST PLACE IN CINCINNATI TO LIVE A LIFE OF CHOICE, FREEDOM, AND PURPOSE. WE ALSO OFFER DEUPREE PLUS LIVING SERVICES TO OUR INDEPENDENT RESIDENTS WHO MAY NEED SOME ASSISTANCE TO SUCCESSFULLY STAY IN THEIR APARTMENTS. THE LIFESTYLE AT DEUPREE HOUSE OFFERS SECURITY AND TRUE PEACE OF MIND. THIS IS BECAUSE THE FINEST CARE AT EVERY LEVEL IS PROVIDED, AND A RESIDENT WILL NEVER BE ASKED TO LEAVE FOR FINANCIAL REASONS. IN 2024, DEUPREE HOUSE PROVIDED OVER $280,000 FOR CHARITABLE FINANCIAL ASSISTANCE, MINISTRY SERVICES, CHAPLAINCY, AND VOLUNTEERS.DEUPREE COTTAGES OFFERS SKILLED NURSING CARE THAT CONSISTS OF 24 BEDS. HERE, WE OFFER AN ALTERNATIVE TO TRADITIONAL INSTITUTIONAL NURSING HOMES. NESTLED JUST OFF ERIE AVENUE ON THE DEUPREE HOUSE RETIREMENT COMMUNITY CAMPUS, DEUPREE COTTAGES WILL FOREVER CHANGE THE IMAGE OF WHAT A NURSING HOME SHOULD BE. WHETHER A PERSON IS THERE FOR SHORT-TERM REHABILITATION OR LONG-TERM CARE, OUR PERSON-CENTERED CARE APPROACH ENSURES RESIDENTS FEEL LIKE THEY ARE AT HOME, NOT IN A HOME. RESIDENTS LIVE ON THEIR OWN TERMS, FREE FROM RESTRICTIVE ROUTINES SUCH AS WAKE-UP CALLS AND SET MEAL TIMES. ELDERS LIVE WITH DIGNITY IN AN ENVIRONMENT OFFERING FREEDOM, CHOICE, AND PURPOSE WHILE RECEIVING THE VERY BEST QUALITY CARE.SERVICES AT THE DEUPREE COTTAGES SKILLED NURSING CENTER INCLUDE:- CARE MONITORED BY INTERDISCIPLINARY TEAM INCLUDING NURSES, SOCIAL SERVICES SPECIALIST, ACTIVITIES DIRECTOR, AND SPIRITUAL CARE PROFESSIONALS- HIGHLY EXPERIENCED TEAM OF CERTIFIED PHYSICAL THERAPISTS- SPECIALLY TRAINED PERSON-CENTERED CARE STAFF- DAILY SCHEDULE ADAPTED TO RESIDENT'S PERSONAL LIFESTYLE AND NEEDS- ALL ROOMS AND SUITES ARE PRIVATE WITH BATHROOMS AND WALK-IN SHOWERS- CLINICAL SERVICES INCLUDING VISITING SPECIALISTS AVAILABLE AS NEEDED- EXCELLENT FOOD PREPARED IN OUR OWN COMMUNITY KITCHENS- WIRELESS INTERNET FOR RESIDENTS AND VISITORS- COMFORTABLE FAMILY ROOM WITH FIREPLACE AND FLAT SCREEN TV- USE OF DEUPREE HOUSE FITNESS ZONE AND AQUATICS CENTER- PARTICIPATION IN ACTIVITIES AS APPROPRIATE SUCH AS MOVIE NIGHTS, CONCERTS, SEMINARS, OUTINGS, ETC.- BEAUTIFUL GARDENS AND WALKING AREAS- SHORT-TERM/TRANSITIONAL CARE MAY BE AVAILABLETHE DEUPREE HOUSE'S DEUPREE COTTAGES HAS SCORED AMONG THE HIGHEST IN THE REGION ON THE OHIO DEPARTMENT OF AGING NURSING HOME RESIDENT SATISFACTION SURVEY. IN ADDITION, DEUPREE COTTAGES WAS ONE OF ONLY SIX AMERICAN NURSING HOMES RECOGNIZED IN THE RECENTLY PUBLISHED BOOK, DESIGN FOR AGING: INTERNATIONAL CASE STUDIES OF BUILDING AND PROGRAM, FOR BEING AMONG THOSE WITH "EXCELLENT AGED CARE ENVIRONMENTS." THE BOOK INCLUDES A TOTAL OF 27 NURSING HOMES WORLDWIDE AND DEVOTES AN ENTIRE CHAPTER TO THE DEUPREE COTTAGES AND THEIR INNOVATIVE DESIGN, ARCHITECTURAL CHALLENGES, AND THE QUALITY CARE PROVIDED BY THEIR NON-TRADITIONAL PERSON-CENTERED CARE APPROACH.Expenses $10,432,277 · revenue $11,106,071
- DEUPREE MEALS ON WHEELS: DEUPREE MEALS ON WHEELS DELIVERED OVER 104,000 MEALS IN 2024 TO LOCAL NEIGHBORHOODS, COMPLETE WITH A SMILE AND A FRIENDLY CHAT. OUR MEALS ARE PREPARED BY FIVE STAR FOOD SERVICES CO. AND EXCEED COUNCIL ON AGING MINIMUMS FOR NUTRITION. IN FACT, WE HAVE ACHIEVED 100% IN THE COUNCIL ON AGING AUDIT SCORE. WE SERVED 532 CLIENTS. MEALS ARE DELIVERED EACH DAY BY COMPASSIONATE AND CARING MEMBERS OF OUR TEAM ALONG WITH A DEDICATED TEAM OF 59 VOLUNTEERS. THESE VOLUNTEERS GAVE 9,325 HOURS OF THEIR TIME AND TAKE A PERSONAL INTEREST IN THE WELL BEING OF OUR CLIENTS. WE PROVIDE SPECIAL MEALS FOR THOSE WITH ALLERGIES OR OTHER MEDICAL CONDITIONS, AND WE MAKE ADJUSTMENTS TO OUR DELIVERY SCHEDULES AS NEEDED TO SUIT OUR CLIENTS. OFTEN OUR DRIVERS ARE THE ONLY SOCIAL CONTACT THEY HAVE ALL DAY AND THEY LOOK FORWARD TO SEEING AND TALKING WITH THEM. IN LATE 2023, THE PROGRAM BEGAN PARTICIPATING IN A PILOT PROGRAM CALLED "SWIPE & DINE" TO PROVIDE AN ALTERNATUVE FOR CONGREGATE OR RESTAURANT MEALS. IN 2024, THE PROGRAM SERVED 735 PARTICIPANTS OVER 9,000 MEALS.Expenses $764,243 · revenue $1,089,940
- AS A NOT-FOR-PROFIT, WE ARE ABLE TO REINVEST FUNDS RATHER THAN PAY OWNERS OR INVESTORS. EVERYTHING WE DO IS DRIVEN BY THE NEEDS AND WELL-BEING OF THOSE WE SERVE AND THE RESULTS ARE REMARKABLE: INDEPENDENCE AND REAL COMMUNITY, FAITH-BASED VALUES, A WELCOMING SPIRIT, INNOVATIVE SERVICES AND LONG-TERM EXPERIENCE. EPISCOPAL RETIREMENT HOMES, INC. (ERH) HAS SEVERAL PROGRAMS THAT REACH OUT INTO THE COMMUNITY TO EXPAND OUR MISSION TO OLDER ADULTS.LIVING WELL SENIOR SOLUTIONS: LIVING WELL SENIOR SOLUTIONS (LWSS) IS AN AGING LIFE CARE SERVICE THAT ADDRESSES THE CHALLENGES OF HOME-BASED ELDER CARE MANAGEMENT. FROM SITUATION ASSESSMENT TO PLAN IMPLEMENTATION, WE ARE THE EXPERTS WHO WILL GUIDE FAMILIES TO SAFE AND HEALTHY LIVING FOR THEIR LOVED ONES. WHEN FACED WITH THE RESPONSIBILITY OF CARING FOR AN ELDERLY LOVE DONE, MOST PEOPLE LACK EITHER THE EXPERIENCE AND KNOWLEDGE NECESSARY OR THE TIME REQUIRED TO EFFECTIVELY FULFILL THE ROLE OF CAREGIVER. HELPING FIND ANSWERS AND CONNECT LOVED ONES WITH THE RIGHT HEALTHCARE PARTNERS GIVES THE PEACE OF MIND OF KNOWING THAT ELDERLY LOVED ONES WILL RECEIVE THE RIGHT CARE AND SERVICES.OFTEN AN UNEXPECTED HEALTH PROBLEM OR CHANGE IN A LONG-TERM CARE SITUATION TRIGGERS A CRISIS AND RESULTS IN A HIGH LEVEL OF STRESS AND A FLURRY OF ACTIVITY. FEAR, CONFUSION, GUILT, AND FRUSTRATION OFTEN SURFACE AS PEOPLE ATTEMPT TO NAVIGATE THROUGH THE MAZE OF HEALTHCARE OPTIONS AND CHOICES. A TEAM OF ADVISORS AND CARE EXPERTS FROM LWSS PROVIDES THE ANSWERS AND GUIDANCE NECESSARY TO ENSURE EVERYTHING POSSIBLE IS BEING DONE TO ENSURE THE BEST CARE POSSIBLE. THIS MIGHT INCLUDE IN-HOME CARE CHOICES WHEN STAYING AT HOME IS THE DESIRED OPTION OR HELPING GUIDE DECISIONS ON CARE OPTIONS OUTSIDE THE HOME IF APPROPRIATE.WE PROVIDE AS MUCH OR AS LITTLE CARE MANAGEMENT AS CLIENTS WANT, AND OUR SERVICES INCLUDE PROVIDING ANSWERS TO MEDICARE AND INSURANCE QUESTIONS, 24-HOUR NURSING CARE, ACCOMMODATING CLIENTS ON A DOCTOR'S VISIT, AND ACTING AS AN ADVOCATE DURING A HOSPITAL STAY. THE TEAM'S COMPASSION IS SURPASSED ONLY BY THEIR PROFESSIONALISM, AND TIME AND AGAIN WORDS LIKE "RELIEF," "PEACE OF MIND, AND "GODSEND" ARE USED BY OUR CLIENTS TO DESCRIBE THEIR FEELINGS ONCE THE TEAM GETS INVOLVED. THE PROGRAM SERVED 70 INDIVIDUALS WITH APPROXIMATELY 2,200 CARE MANAGER HOURS IN 2024.Expenses $425,350 · revenue $8,308,287
- PARISH HEALTH MINISTRY: PARISH HEALTH MINISTRY (PHM) WORKS WITH 80 CHURCHES AND OTHER PARTNERS ENCOURAGING THEM TO RENEW THEIR ROLE IN HEALTHCARE THROUGH ADVOCACY, EDUCATION, AND WELLNESS PROGRAMS. WITH A TEAM OF PARISH NURSES AND VOLUNTEERS, PHM TOUCHES THE LIVES OF OVER INDIVIDUALS EACH YEAR. OUR VOLUNTEERS AND PARISH NURSES PROVIDE VALUABLE COMMUNITY BASED HEALTHCARE SERVICES IN THE FORM OF SCREENINGS AND EDUCATION AND PROMOTE HEALTH AND WELLNESS IN THE COMMUNITY THROUGH VISITS TO HOSPITALS, NURSING HOMES, AND PRIVATE HOMES. THE PROGRAM WAS TEMPORARILY ON HOLD IN 2024, BUT EXPECTED TO BE ACTIVE IN 2025.0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0554071
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1952
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $61,975,284
- Income (IRS master file)
- $42,799,123
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $42,799,123 | $41,319,164 | $61,975,284 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $39,959,006 | $39,810,454 | $58,629,055 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $37,204,804 | $37,823,186 | $61,823,723 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0554071).
Questions about EPISCOPAL RETIREMENT HOMES INC
- What is the EIN of EPISCOPAL RETIREMENT HOMES INC?
- The employer identification number (EIN) of EPISCOPAL RETIREMENT HOMES INC is 31-0554071.
- Is EPISCOPAL RETIREMENT HOMES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to EPISCOPAL RETIREMENT HOMES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EPISCOPAL RETIREMENT HOMES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EPISCOPAL RETIREMENT HOMES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EPISCOPAL RETIREMENT HOMES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EPISCOPAL RETIREMENT HOMES INC?
- The 990 for the year ended December 31, 2024 names LAURA LAMB.
- Who are the officers and directors of EPISCOPAL RETIREMENT HOMES INC?
- The 990 for the year ended December 31, 2024 lists 30 people; 12 received compensation from the organization, the highest $458,571 (LAURA LAMB, CEO).
- How much revenue does EPISCOPAL RETIREMENT HOMES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $42,799,123, expenses of $41,319,164 and total assets of $61,975,284 at year end.
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