Totals
- Total revenue
- $8,045,795
- Total expenses
- $10,028,473
- Contributions and grants received
- $973,080
- Grants paid
- $0
- Program service revenue
- $6,489,618
- Investment income
- $165,571
- Other revenue
- $417,526
- Total assets, end of year
- $45,224,244
- Total liabilities, end of year
- $38,057,830
- Net assets or fund balances, end of year
- $7,166,414
- Program services expenses (Part IX)
- $7,176,735
- Management and general expenses
- $2,719,741
- Fundraising expenses
- $131,997
- Program service expenses (Part III)
- $7,176,735
Program services were 71.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$972,932
-
1f · All other contributions, gifts and grants
$148
-
2a · Program service revenue: RESIDENT SERVICES
total $6,016,473 · related or exempt $6,016,473
-
2b · Program service revenue: ENTRANCE FEES
total $453,651 · related or exempt $453,651
-
2c · Program service revenue: BEAUTY SHOP
total $19,494 · excluded $19,494
-
3 · Investment income
total $47,684 · excluded $47,684
-
7a · Gross sales of assets other than inventory
securities $117,887
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $117,887
-
7d · Net gain or loss
total $117,887 · excluded $117,887
-
11a · Other revenue: INSURANCE PROCEEDS
total $308,273 · excluded $308,273
-
11b · Other revenue: COMMISSION FEES
total $68,400 · related or exempt $68,400
-
11c · Other revenue: RESIDENTS' GUESTS MEAL
total $14,440 · excluded $14,440
-
11d · All other revenue
total $26,413 · related or exempt $14,837 · excluded $11,576
-
11e · Other revenue, total
$417,526
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $3,695,948 · program services $3,057,333 · management and general $546,323 · fundraising $92,292
-
8 · Pension plan contributions
total $52,887 · management and general $52,887
-
9 · Other employee benefits
total $352,711 · program services $336,487 · fundraising $16,224
-
10 · Payroll taxes
total $307,957 · program services $248,156 · management and general $51,592 · fundraising $8,209
-
11a · Fees: management
total $484,704 · management and general $484,704
-
11b · Fees: legal
total $20,919 · management and general $20,919
-
11d · Fees: lobbying
total $949 · management and general $949
-
11f · Fees: investment management
total $14,530 · management and general $14,530
-
11g · Fees: other
total $657,807 · program services $489,231 · management and general $168,576
-
12 · Advertising and promotion
total $199,779 · management and general $199,779
-
14 · Information technology
total $126,081 · management and general $126,081
-
16 · Occupancy
total $583,925 · program services $583,925
-
17 · Travel
total $2,088 · program services $358 · management and general $1,107 · fundraising $623
-
19 · Conferences, conventions and meetings
total $1,117 · program services $1,012 · management and general $105
-
20 · Interest
total $153,480 · management and general $153,480
-
22 · Depreciation, depletion and amortization
total $1,775,734 · program services $1,536,753 · management and general $238,981
-
23 · Insurance
total $411,927 · management and general $411,927
-
24a · Other expenses: MAINTENANCE & REPAIRS
total $275,295 · program services $275,295
-
24b · Other expenses: FOOD
total $230,897 · program services $230,897
-
24c · Other expenses: SUPPLIES
total $186,360 · program services $179,771 · management and general $6,589
-
24d · Other expenses: FRANCHISE TAX
total $94,460 · program services $94,460
-
24e · All other expenses
total $398,918 · program services $143,057 · management and general $241,212 · fundraising $14,649
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,611,642 · end of year $696,510
-
2 · Savings and temporary cash investments
beginning of year $7,203 · end of year $7,203
-
4 · Accounts receivable
beginning of year $273,606 · end of year $195,630
-
9 · Prepaid expenses and deferred charges
beginning of year $33,922 · end of year $95,203
-
10a · Land, buildings and equipment: cost or other basis
$51,490,023
-
10b · Land, buildings and equipment: accumulated depreciation
$17,552,734
-
10c · Land, buildings and equipment, net
beginning of year $31,763,523 · end of year $33,937,289
-
11 · Investments: publicly traded securities
beginning of year $1,927,095 · end of year $1,662,767
-
15 · Other assets
beginning of year $7,813,156 · end of year $8,629,642
-
17 · Accounts payable and accrued expenses
beginning of year $19,269,846 · end of year $2,398,626
-
19 · Deferred revenue
beginning of year $2,161,974 · end of year $3,969,385
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $11,641,451
-
25 · Other liabilities
beginning of year $16,274,751 · end of year $20,048,368
-
27 · Net assets without donor restrictions
beginning of year -$2,609,547 · end of year -$2,035,163
-
28 · Net assets with donor restrictions
beginning of year $8,333,123 · end of year $9,201,577
Mission and programs · 2023
Mission
AS AN INTERDENOMINATIONAL CHRISTIAN COMMUNITY RETIREMENT AND CARE FACILITY, THE EPISCOPAL CHURCH HOME IS DEDICATED TO PROVIDING A FULL RANGE OF HIGH-QUALITY RESIDENT SERVICES FROM LONG TERM ALZHEIMER'S/MEMORY CARE TO SHORT TERM REHABILITATION ON A NOT-FOR-PROFIT BASIS.
Activities or mission (Part I)
TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS THROUGH A CARING, CHRISTIAN COMMUNITY.
-
THE EPISCOPAL CHURCH HOME, INC. (THE ORGANIZATION) IS A KENTUCKY NONPROFIT ORGANIZATION LOCATED IN LOUISVILLE, KENTUCKY. THE ORGANIZATION OPERATES A SENIOR RESIDENTIAL HEALTH CARE FACILITY AND HOME KNOWN AS THE EPISCOPAL CHURCH HOME (THE HOME). THE HOME HAS LICENSES TO OPERATE UP TO 26 SKILLED NURSING FACILITY BEDS, 26 NURSING HOME BEDS, AND 48 PERSONAL CARE BEDS, 26 OF WHICH ARE LOCATED IN A DESIGNATED SPECIAL CARE UNIT FOR MEMORY-IMPAIRED PERSONS. ST. LUKE'S CHAPEL IS LOCATED ADJACENT TO THE HOME AND ITS ACCOUNTS AND ACTIVITIES ARE INCLUDED WITH THOSE OF THE HOME. THE ORGANIZATION ALSO OWNS AND OPERATES DUDLEY SQUARE, AN INDEPENDENT LIVING RETIREMENT COMMUNITY CONSISTING OF 87 TOWNHOUSES ON A SITE ADJACENT TO THE HOME. RESIDENTS OF DUDLEY SQUARE HAVE LIFETIME OCCUPANCY RIGHTS IN RETURN FOR PAYMENT. IN EARLY 2020, ECH ANNOUNCED A $19 MILLION RENOVATION FOR THE CAMPUS WHICH WILL ALLOW IT TO CONTINUE ITS MISSION AND LEGACY OF SERVING OLDER ADULTS IN A PERSON-CENTERED, INNOVATIVE AND SPIRTUALLY-BASED WAY AS WELL AS RESPOND TO CHANGING MARKET TRENDS AND CONSUMER PREFERENCES. THE PROJECT WAS COMPLETED IN 2023.
Expenses $7,176,735 · Revenue $6,587,295
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Laura LambLAURA LAMB
CEO
- Total calculated
- $595,486
- From this org
- $0
- From related orgs
- $518,728
- Other
- $76,758
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $431,352 related
- Bonus
- $0 + $78,376 related
- Other
- $0 + $9,000 related
- Deferred
- $0 + $38,118 related
- Nontaxable benefits
- $0 + $38,640 related
- Filer's total
- $0 + $595,486 related
-
Rob KingROB KING
CHAIR
- Total calculated
- $0
- Hours/week
- 0.3 + 0.5 related
-
Dora AnimDORA ANIM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.4 related
-
Amy BurnetteAMY BURNETTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2
-
W Thomas CooperW THOMAS COOPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.6 related
-
The Rev Canon Amy CoultasTHE REV CANON AMY COULTAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.5 related
-
The Rev Darren ElinTHE REV DARREN ELIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.4 related
-
Trey FolgerTREY FOLGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2
-
The Rev John FritschnerTHE REV JOHN FRITSCHNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.9 related
-
Joann HagopianJOANN HAGOPIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.6 related
-
Gregory HopkinsGREGORY HOPKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.4 related
-
Eric KearneyERIC KEARNEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 0.4 related
-
The Rev Canon Jack KoepkeTHE REV CANON JACK KOEPKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.4 related
-
Gerron McKnightGERRON MCKNIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.4 related
-
Jenny PayneJENNY PAYNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.4 related
-
Tom ReganTOM REGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.6 related
-
Gibbs ReeseGIBBS REESE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.5 related
-
Albert SmithermanALBERT SMITHERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 0.4 related
-
Nelson ToebbeNELSON TOEBBE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2
-
Anne WilsonANNE WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Chip WorkmanCHIP WORKMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.6 related
-
Beth ZwillingBETH ZWILLING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 0.4 related
-
Daniel StewardDANIEL STEWARD
CFO
- Total calculated
- $287,648
- From this org
- $0
- From related orgs
- $252,506
- Other
- $35,142
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $232,787 related
- Bonus
- $0 + $19,719 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $35,142 related
- Filer's total
- $0 + $287,648 related
-
James WilsonJAMES WILSON
VP, AFFORDABLE LIVING
- Total calculated
- $201,591
- From this org
- $0
- From related orgs
- $186,306
- Other
- $15,285
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $163,191 related
- Bonus
- $0 + $23,115 related
- Other
- $0
- Deferred
- $0 + $2,908 related
- Nontaxable benefits
- $0 + $12,377 related
- Filer's total
- $0 + $201,591 related
-
Megan BradfordMEGAN BRADFORD
VP, MIDDLE MARKET & MINISTRY
- Total calculated
- $150,314
- From this org
- $0
- From related orgs
- $146,102
- Other
- $4,212
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $129,561 related
- Bonus
- $0 + $16,300 related
- Other
- $0 + $241 related
- Deferred
- $0 + $3,894 related
- Nontaxable benefits
- $0 + $318 related
- Filer's total
- $0 + $150,314 related
-
Joan WetzelJOAN WETZEL
VP, HR & ORG. DEV.
- Total calculated
- $205,205
- From this org
- $0
- From related orgs
- $169,067
- Other
- $36,138
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $151,670 related
- Bonus
- $0 + $17,397 related
- Other
- $0
- Deferred
- $0 + $3,508 related
- Nontaxable benefits
- $0 + $32,630 related
- Filer's total
- $0 + $205,205 related
-
Beverly EdwardsBEVERLY EDWARDS
VP, RESIDENT HEALTHCARE
- Total calculated
- $206,193
- From this org
- $0
- From related orgs
- $202,734
- Other
- $3,459
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $180,720 related
- Bonus
- $0 + $22,014 related
- Other
- $0
- Deferred
- $0 + $3,139 related
- Nontaxable benefits
- $0 + $320 related
- Filer's total
- $0 + $206,193 related
-
Bryan ReynoldsBRYAN REYNOLDS
VP, MARKETING (UNTIL 12/29/23)
- Total calculated
- $179,040
- From this org
- $0
- From related orgs
- $141,924
- Other
- $37,116
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $131,078 related
- Bonus
- $0 + $10,846 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $37,116 related
- Filer's total
- $0 + $179,040 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- EPISCOPAL RETIREMENT HOMES INC, A RELATED PARTY, USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: -COMPENSATION SURVEY OR STUDY -COMPENSATION COMMITTEE -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
EPISCOPAL CHURCH HOME FOUNDATION INC
501(C)(3) · INVESTMENT · KY
-
501(C)(3) · SUPPORTING ORGANIZATION · OH
-
EPISCOPAL RETIREMENT HOMES INC
501(C)(3) · LOW INCOME HOUSING · OH · controlled entity
Directly controlled by EPISCOPAL RETIREMENT SERVICES
-
EPISCOPAL RETIREMENT SERVICES FOUNDATION
501(C)(3) · INVESTMENT · OH · controlled entity
Directly controlled by EPISCOPAL RETIREMENT HOMES INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
EPISCOPAL CHURCH HOME SHORT FUND
T · TRUST · KY · 100% owned · share of assets $143,297
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349304504
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