Nonprofit · EIN 47-5651061
EPISCOPAL RETIREMENT SERVICES
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 | $8,032,847 | $6,411,670 | $1,621,177 | $27,105,409 | $5,329,920 | $21,775,489 |
| December 31, 2023 | 990 | $6,239,462 | $6,086,037 | $153,425 | $25,769,651 | $5,502,281 | $20,267,370 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $858,537
- Program service revenue
- $3,459,546
- Investment income
- $236,049
- Net gain from sales of assets
- -$14,854
- Other revenue
- $3,478,715
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $3,444,949
- Salaries, compensation and benefits (total)
- $4,128,627
- Professional fundraising fees
- $0
- Legal fees
- $4,128
- Accounting fees
- $368,989
- Occupancy
- $6,479
- Depreciation
- $34,158
- Program services (functional)
- $6,411,670
Balance sheet and other
- Total assets, start of year
- $25,769,651
- Total assets, end of year
- $27,105,409
- Total liabilities, end of year
- $5,329,920
- Net assets, end of year
- $21,775,489
- Land, buildings and equipment
- $65,650
- Net assets without donor restrictions
- $14,991,106
- Net assets with donor restrictions
- $6,784,383
- Gross receipts
- $8,047,701
- Employees
- 0
- Volunteers
- 190
- Year formed
- 2015
- 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 |
| MEGAN BRADFORD | VP -MIDDLE MARKET & MINISTRY Officer | 10 | $0 | $159,379 | $5,906 |
| LAURYN MOORE | VP -MARKETING Officer | 10 | $0 | $76,695 | $7,529 |
| TOM REGAN | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| DORA ANIM | 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 REPRESENTATIVE Trustee or director | 0.2 | $0 | $0 | $0 |
| REV JOHN FRITSCHNER | BOARD MEMBER -ECHF REP Trustee or director | 0.2 | $0 | $0 | $0 |
| JOANN HAGOPIAN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| ALAN HARTMAN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| GREGORY HOPKINS | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 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 |
| ALBERT SMITHERMAN | 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 |
| ELIZABETH ZWILLING | BOARD MEMBER Trustee or director | 0.2 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURA LAMB | CEO/PRESIDENT Officer | 10 | $0 | $518,728 | $76,758 |
| DANIEL STEWARD | CFO Officer | 10 | $0 | $252,506 | $35,142 |
| BEVERLY EDWARDS | VP, RESIDENTIAL HEALTHCARE 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 |
| TOM REGAN | CHAIRMAN Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| DORA ANIM | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| W THOMAS COOPER | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| THE REV DARREN ELIN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| THE REV JOHN FRITSCHNER | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JOANN HAGOPIAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| GREGORY HOPKINS | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ERIC KEARNEY | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| THE REV CANON JACK KOEPKE | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| GERRON MCKNIGHT | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JENNY PAYNE | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ALBERT SMITHERMAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| CHIP WORKMAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ELIZABETH ZWILLING | 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
- % PAUL SCHEPER
- 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
THE PURPOSE OF THE CORPORATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE RELIGIOUS AND CHARITABLE PURPOSES OF EPISCOPAL RETIREMENT HOMES, INC. AND EPISCOPAL RETIREMENT SERVICES FOUNDATION.
Program accomplishments
- AFFORDABLE SENIOR LIVING: ALL OLDER ADULTS, REGARDLESS OF INCOME, DESERVE TO LIVE IN A SAFE, COMFORTABLE AND ENRICHING ENVIRONMENT. ACROSS OUR REGION AND AROUND THE COUNTRY, THE NEED FOR AFFORDABLE LIVING FOR SENIORS IS GROWING AT AN ALARMING PACE. FOR EVERY SINGLE SENIOR AFFORDABLE LIVING APARTMENT AVAILABLE, THERE ARE TEN INDIVIDUALS WAITING FOR HOUSING AND BY THE YEAR 2030, THE 65 YEAROLD POPULATION WILLHAVE DOUBLED. AT EPISCOPAL RETIREMENT SERVICES (ERS), WE ARE RAPIDLY POSITIONING OURSELVES TO BE LEADERS IN THE INDUSTRY TO ADDRESS THIS EMERGING NATIONAL CRISIS. AFFORDABLE SENIOR LIVING BY ERS IS MORE THAN A SET OF APARTMENT BUILDINGS. WE ARE IN THE BUSINESS OF BUILDING COMMUNITIES WHERE SENIORS CAN THRIVE PHYSICALLY, EMOTIONALLY, AND SOCIALLY BY PROVIDING A WIDE RANGE OF AMENITIES AND SERVICES.EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING, LLC (ERSAL) IS AN OHIO LIMITED LIABILITY COMPANY OF WHICH ERS IS THE SOLE MEMBER. ERSAL PROVIDES THE DEVELOPMENT AND MANAGEMENT SERVICES FOR THE PROJECTS OWNED AND/OR MANAGED BY ERSAL. THESE PROJECTS PROVIDE THE HOUSING FOR SENIORS, THE HANDICAPPED AND LOWINCOME PERSONS THROUGH VARIOUS NONPROFIT CORPORATIONS, LIMITED PARTNERSHIPS, AND LIMITED LIABILITY COMPANIES. DURING 2024 ERSAL HAD OWNERSHIP INTEREST IN AND/OR MANAGED 31 FACILITIES. THERE WERE 1,950 INDIVIDUALS THAT SERVED AS AFFORDABLE LIVING RESIDENTS IN 2024. TO KEEP PACE WITH GROWTH, $400 PER RESIDENT IS PROJECTED ANNUALLY TO SUPPORT MINISTRY SERVICES, AND 1 NEW AFFORDABLE LIVING COMMUNITIES IS PLANNED PER YEAR FOR LOWINCOME SENIORS. MORE THAN 3,000 BUS TRIPS PER YEAR HELP RESIDENTS STAY CONNECTED TO THE BROADER COMMUNITY. EVERY SENIOR DESERVES A PLACE TO FEEL AT HOME IN THEIR RETIREMENT YEARS, NO MATTER WHAT THEIR FINANCIAL SITUATION. WE OFFER RENTSUBSIDIZED AFFORDABLE SENIOR LIVING COMMUNITIES THAT PROVIDE A VARIETY OF AMENITIES, OPTIONS, AND SERVICES NOT OFTEN FOUND IN COMMUNITIES FOR SENIORS WITH LIMITED INCOMES. ERS'S PURPOSE PERTAINING TO AFFORDABLE HOUSING IS TO PROVIDE SAFE, COMFORTABLE, AND ENRICHING COMMUNITY LIVING TO DESERVING OLDER ADULTS REGARDLESS OF THEIR INCOME LEVELS. WE WILL CONTINUE TO FOSTER LOWINCOME HOUSING, AND DIRECTLY OR INDIRECTLY OWN, OPERATE, MANAGE, AND DEVELOP AFFORDABLE HOUSING PRIMARILY FOR THE ELDERLY. WE WILL ALSO PROVIDE NECESSARY GUIDANCE, MANAGEMENT SERVICE, STRATEGIC PLANNING, AND CORPORATE INFRASTRUCTURE FOR AFFORDABLE HOUSING FACILITIES SPONSORED BY ERS PRIMARILY FOR THE BENEFIT OF THE ELDERLY, THEIR FAMILIES, AND CAREGIVERS. WE ALSO ENGAGE IN ACTIVITIES TO SUPPORT AFFORDABLE HOUSING COMMUNITIES WHETHER OWNED OR OPERATED, DIRECTLY OR INDIRECTLY, BY ERS INCLUDING PROVIDING FINANCIAL SUPPORT THROUGH FUNDRAISING, FINANCING, OR GUARANTEES OF FINANCING.Expenses $5,741,728 · revenue $6,569,787
- EPISCOPAL RETIREMENT SERVICES DEVELOPMENT, LLC: THE EPISCOPAL RETIREMENT SERVICES DEVELOPMENT LLC IS AN OHIO LIMITED LIABILITY COMPANY OF WHICH ERS IS THE SOLE MEMBER.Expenses $669,942 · revenue $16,865
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
- 47-5651061
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III functionally integrated
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L12)
- Assets (IRS master file)
- $27,105,409
- Income (IRS master file)
- $8,047,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,032,847 | $6,411,670 | $27,105,409 | XML |
| 990 | December 2023 | $6,239,462 | $6,086,037 | $25,769,651 | XML |
| 990 | December 2022 | $8,174,029 | $5,301,722 | $25,501,644 | 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 47-5651061).
Questions about EPISCOPAL RETIREMENT SERVICES
- What is the EIN of EPISCOPAL RETIREMENT SERVICES?
- The employer identification number (EIN) of EPISCOPAL RETIREMENT SERVICES is 47-5651061.
- Is EPISCOPAL RETIREMENT SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to EPISCOPAL RETIREMENT SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does EPISCOPAL RETIREMENT SERVICES 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 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 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?
- The 990 for the year ended December 31, 2024 names LAURA LAMB.
- Who are the officers and directors of EPISCOPAL RETIREMENT SERVICES?
- The 990 for the year ended December 31, 2024 lists 25 people; 0 received compensation from the organization.
- How much revenue does EPISCOPAL RETIREMENT SERVICES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,032,847, expenses of $6,411,670 and total assets of $27,105,409 at year end.
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