Nonprofit · EIN 31-1570272
EPISCOPAL RETIREMENT SERVICES FOUNDATION
Also known as LAURA LAMB
Tax-exempt · CINCINNATI, OH 45227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,204,505 | $2,868,334 | -$663,829 | $61,911,503 | $62,702 | $61,848,801 |
| December 31, 2023 | 990 | $2,963,522 | $4,424,388 | -$1,460,866 | $58,026,140 | $67,103 | $57,959,037 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,829,500
- Program service revenue
- $0
- Investment income
- $386,654
- Net income from fundraising events
- -$26,626
- Other revenue
- -$11,649
Expenses
- Grants and similar amounts paid
- $2,491,489
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,868,334
Balance sheet and other
- Total assets, start of year
- $58,026,140
- Total assets, end of year
- $61,911,503
- Total liabilities, end of year
- $62,702
- Net assets, end of year
- $61,848,801
- Publicly traded securities
- $29,887,836
- Net assets without donor restrictions
- $27,954,341
- Net assets with donor restrictions
- $33,894,460
- Gross unrelated business income
- $2,320
- Gross receipts
- $2,249,631
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1997
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURA LAMB | CEO Officer | 10 | $0 | $458,571 | $78,609 |
| DANIEL STEWARD | CFO Officer | 10 | $0 | $273,923 | $33,987 |
| BEVERLY EDWARDS | VP -RESIDENTIAL HEALTHCARE Officer | 10 | $0 | $214,067 | $3,451 |
| JOAN WETZEL | VP -HUMAN RESOURCES Officer | 10 | $0 | $177,755 | $39,186 |
| JAMES WILSON | VP -AFFORDABLE LIVING Officer | 10 | $0 | $195,240 | $15,760 |
| JOY BLANG | EXECUTIVE DIRECTOR OF PHILATHROPY Officer | 10 | $0 | $135,468 | $42,513 |
| MEGAN BRADFORD | VP -MIDDLE MARKET & MINISTRY Officer | 10 | $0 | $159,379 | $5,906 |
| LAURYN MOORE | VP -MARKETING Officer | 10 | $0 | $76,695 | $7,529 |
| BRYAN REYNOLDS | VP -MARKETING Officer | 10 | $0 | $21,832 | $1,354 |
| JOANN HAGOPIAN | CHAIR Trustee or director | 0.2 | $0 | $0 | $0 |
| DORA ANIM | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| JON B BOSS | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| TONY BRUNS | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| W THOMAS COOPER | BOARD MEMBER -ECHF REP Trustee or director | 0.2 | $0 | $0 | $0 |
| REV DARREN ELIN | BOARD MEMBER-BISHOP'S REP Trustee or director | 0.2 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC KEARNEY | BOARD MEMBER Trustee or director | 0.2 | $0 |
| APRYL POPE | BOARD MEMBER Trustee or director | 0.2 | $0 |
| TOM REGAN | BOARD MEMBER Trustee or director | 0.2 | $0 |
| THOMAS RETFORD | BOARD MEMBER -DH REP 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 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURA LAMB | DIRECTOR/PRESIDENT/CEO Trustee or director, Officer | 10 | $0 | $518,728 | $76,758 |
| DANIEL STEWARD | CFO/TREASURER/SECRETARY Officer | 10 | $0 | $252,506 | $35,142 |
| BEVERLY EDWARDS | VP, HEALTH SERVICES Officer | 10 | $0 | $202,734 | $3,459 |
| JOAN WETZEL | VP, HR & ORG. DEV. Officer | 10 | $0 | $169,067 | $36,138 |
| JAMES WILSON | VP, AFFORDABLE LIVING Officer | 10 | $0 | $186,306 | $15,285 |
| BRYAN REYNOLDS | VP MARKETING (UNTIL 12/29/23) Officer | 10 | $0 | $141,924 | $37,116 |
| MEGAN BRADFORD | VP, MIDDLE MARKET & MINISTRY Officer | 10 | $0 | $146,102 | $4,212 |
| JOANN HAGOPIAN | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| JON B BOSS | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| TONY BRUNS | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| TOM COOPER | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ROY MITCHELL | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| APRYL POPE | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| TOM REGAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| CHIP WORKMAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3870 VIRGINIA AVE, CINCINNATI, OH 45227-3431
- In care of
- % JAMES WALTHER
- Principal officer (990 for 2024)
- LAURA LAMB, 3870 VIRGINIA AVE, CINCINNATI, OH 45227
- Signed the 990
- DANIEL P STEWARD, CFO
- Phone
- (513) 271-9610
- Website
- WWW.EPISCOPALRETIREMENT.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
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.
Program accomplishments
- 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. (ERH). THIS HAS ENABLED ERS AND ERH TO CONTINUE OPERATING AND DEVELOPING SENIOR HOUSING FOR THE COMMUNITY IN CONTINUING CARE RETIREMENT COMMUNITIES, AFFORDABLE SUBSIDIZED HOUSING, COMMUNITY SERVICES, MEALS ON WHEELS AND PARISH HEALTH MINISTRY.Expenses $2,868,334 · grants $2,491,489
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
- 31-1570272
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P110)
- Assets (IRS master file)
- $61,911,503
- Income (IRS master file)
- $2,249,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,204,505 | $2,868,334 | $61,911,503 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $2,963,522 | $4,424,388 | $58,026,140 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $2,413,369 | $3,065,813 | $53,161,316 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 31-1570272).
Questions about EPISCOPAL RETIREMENT SERVICES FOUNDATION
- What is the EIN of EPISCOPAL RETIREMENT SERVICES FOUNDATION?
- The employer identification number (EIN) of EPISCOPAL RETIREMENT SERVICES FOUNDATION is 31-1570272.
- Is EPISCOPAL RETIREMENT SERVICES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to EPISCOPAL RETIREMENT SERVICES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does EPISCOPAL RETIREMENT SERVICES FOUNDATION 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 SERVICES FOUNDATION 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 SERVICES FOUNDATION 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 SERVICES FOUNDATION?
- The 990 for the year ended December 31, 2024 names LAURA LAMB.
- Who are the officers and directors of EPISCOPAL RETIREMENT SERVICES FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 21 people; 0 received compensation from the organization.
- How much revenue does EPISCOPAL RETIREMENT SERVICES FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,204,505, expenses of $2,868,334 and total assets of $61,911,503 at year end.
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