Form 990 for tax year 2023
Filed by EPISCOPAL RELIEF AND DEVELOPMENT.
Totals
- Total revenue
- $22,520,184
- Total expenses
- $27,854,678
- Contributions and grants received
- $21,683,372
- Grants paid
- $12,818,707
- Program service revenue
- $0
- Investment income
- $818,061
- Other revenue
- $18,751
- Total assets, end of year
- $37,606,215
- Total liabilities, end of year
- $3,819,835
- Net assets or fund balances, end of year
- $33,786,380
- Program services expenses (Part IX)
- $23,480,184
- Management and general expenses
- $1,689,684
- Fundraising expenses
- $2,684,810
- Program service expenses (Part III)
- $23,480,184
Program services were 84.3% 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.
-
1f · All other contributions, gifts and grants
$21,683,372
-
3 · Investment income
total $293,095 · excluded $293,095
-
7a · Gross sales of assets other than inventory
securities $524,966
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $524,966
-
7d · Net gain or loss
total $524,966 · excluded $524,966
-
11a · Other revenue: STUDY TOURS
total $16,700 · related or exempt $16,700
-
11b · Other revenue: MISCELLANEOUS REVENUE
total $2,051 · excluded $2,051
-
11e · Other revenue, total
$18,751
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,725,923 · program services $1,725,923
-
3 · Grants to foreign organizations and individuals
total $11,092,784 · program services $11,092,784
-
5 · Compensation of officers, directors and key employees
total $897,857 · program services $647,386 · management and general $99,812 · fundraising $150,659
-
7 · Other salaries and wages
total $6,254,670 · program services $4,672,080 · management and general $995,382 · fundraising $587,208
-
8 · Pension plan contributions
total $591,196 · program services $494,443 · management and general $31,893 · fundraising $64,860
-
9 · Other employee benefits
total $1,736,176 · program services $1,481,935 · management and general $99,454 · fundraising $154,787
-
10 · Payroll taxes
total $464,738 · program services $384,131 · management and general $29,611 · fundraising $50,996
-
11b · Fees: legal
total $24,262 · program services $19,792 · management and general $2,273 · fundraising $2,197
-
11c · Fees: accounting
total $123,422 · program services $60,714 · management and general $60,635 · fundraising $2,073
-
11e · Fees: professional fundraising services
total $618,943 · fundraising $618,943
-
11f · Fees: investment management
total $68,557 · management and general $68,557
-
11g · Fees: other
total $1,599,490 · program services $1,315,808 · management and general $36,430 · fundraising $247,252
-
12 · Advertising and promotion
total $270,686 · program services $66,346 · management and general $20,998 · fundraising $183,342
-
13 · Office expenses
total $139,816 · program services $120,798 · management and general $8,501 · fundraising $10,517
-
16 · Occupancy
total $51,097 · program services $49,268 · management and general $670 · fundraising $1,159
-
17 · Travel
total $1,014,830 · program services $882,148 · management and general $70,198 · fundraising $62,484
-
19 · Conferences, conventions and meetings
total $248,276 · program services $188,963 · management and general $33,673 · fundraising $25,640
-
22 · Depreciation, depletion and amortization
total $8,581 · management and general $8,581
-
23 · Insurance
total $116,886 · program services $104,234 · management and general $3,074 · fundraising $9,578
-
24a · Other expenses: PRINTING/MAILING
total $610,168 · program services $48,359 · management and general $69,481 · fundraising $492,328
-
24b · Other expenses: EQUIPMENT/SOFTWARE/COMP
total $193,157 · program services $123,698 · management and general $48,863 · fundraising $20,596
-
24c · Other expenses: RESOURCE/REFERENCE MAT.
total $3,163 · program services $1,374 · management and general $1,598 · fundraising $191
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $12,845,504 · end of year $14,791,220
-
3 · Pledges and grants receivable
beginning of year $10,722,720 · end of year $4,228,554
-
9 · Prepaid expenses and deferred charges
beginning of year $555,403 · end of year $327,682
-
10a · Land, buildings and equipment: cost or other basis
$512,267
-
10b · Land, buildings and equipment: accumulated depreciation
$471,818
-
10c · Land, buildings and equipment, net
beginning of year $27,004 · end of year $40,449
-
11 · Investments: publicly traded securities
beginning of year $16,152,378 · end of year $17,767,388
-
12 · Investments: other securities
beginning of year $399,218 · end of year $433,808
-
15 · Other assets
beginning of year $178,348 · end of year $17,114
-
17 · Accounts payable and accrued expenses
beginning of year $1,993,199 · end of year $1,880,983
-
25 · Other liabilities
beginning of year $1,758,294 · end of year $1,938,852
-
27 · Net assets without donor restrictions
beginning of year $12,710,809 · end of year $14,659,074
-
28 · Net assets with donor restrictions
beginning of year $24,418,273 · end of year $19,127,306
Mission and programs · 2023
Mission
EPISCOPAL RELIEF & DEVELOPMENT (THE ORGANIZATION") IS AN AFFILIATE OF THE DOMESTIC AND FOREIGN MISSIONARY SOCIETY OF THE PROTESTANT EPISCOPAL CHURCH OF THE UNITED STATES OF AMERICA (THE "SOCIETY OR "DFMS"). (SEE SCHEDULE O)
Activities or mission (Part I)
WE ADVANCE LASTING CHANGE IN CO- MMUNITIES IMPACTED BY INJUSTICE, POVERTY DISASTER & CLIMATE CHANGE.
-
SUSTAINABLE DEVELOPMENTEPISCOPAL RELIEF & DEVELOPMENT IS FOCUSED ON PARTNERING WITH FAITH AND COMMUNITY ORGANIZATIONS WORLDWIDE TO ADVANCE LASTING CHANGE IN COMMUNITIES AFFECTED BY INJUSTICE, POVERTY, DISASTER AND CLIMATE CHANGE THROUGH A FULLY INTEGRATED, HOLISTIC AND VALUES-BASED APPROACH TO DEVELOPMENT. USING THE SUSTAINABLE DEVELOPMENT GOALS (SDGS) AS A FRAMEWORK, THE ORGANIZATION CREATES LONG-TERM DEVELOPMENT STRATEGIES, DEMONSTRATING A MEASURABLE IMPACT IN THREE TRANSFORMATIVE PROGRAM PRIORITIES: EARLY CHILDHOOD DEVELOPMENT, WOMEN AND GIRLS AND CLIMATE RESILIENCE. (SEE SCHEDULE O)EARLY CHILDHOOD DEVELOPMENT (ECD) WE EQUIP AND SUPPORT PARENTS AND CAREGIVERS BECAUSE THE QUALITY OF CARE THAT CHILDREN RECEIVE DURING THE FIRST 1,000 DAYS OF LIFE AFFECTS THEM IN WAYS THAT LAST A LIFETIME. IN PARTNERSHIP WITH LOCAL FAITH INSTITUTIONS AND COMMUNITY LEADERS, EPISCOPAL RELIEF & DEVELOPMENT'S ECD PROGRAMMING FOCUSES ON A CHILD'S FULL AND HEALTHY DEVELOPMENT. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/CHILDREN.WOMEN AND GIRLS WE FORGE PARTNERSHIPS TO REDUCE GENDER-BASED VIOLENCE AND ADVANCE EQUALITY BY EQUIPPING AND SUPPORTING COMMUNITIES TO CONFRONT HARMFUL SOCIAL NORMS AND BEHAVIORS. OUR WORK PROMOTES THE RIGHTS OF WOMEN AND GIRLS AND MOVES TOWARD THE VISION THAT EVERYONE DESERVES A LIFE FREE FROM VIOLENCE IN A SOCIETY WHERE THEY ARE TREATED WITH DIGNITY AND RESPECT. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/WOMEN.CLIMATE RESILIENCE WE INVEST IN COMMUNITIES TO STRENGTHEN RESILIENCE TO CLIMATE CHANGE. THROUGH A NETWORK OF LOCAL PARTNERS, WE REACH REMOTE COMMUNITIES, EQUIPPING THEM WITH SKILL TRAINING, INFORMATION AND ACCESS TO FINANCIAL RESOURCES THEY NEED TO COPE AND ADAPT TO RISING CLIMATE RISKS AND UNCERTAINTY. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/CLIMATE.
Expenses $15,918,460 · Grants $7,071,641 · Revenue $16,700
-
DISASTER RELIEF & RECOVERYDISASTER RESPONSE WE WORK THROUGH A GLOBAL NETWORK OF LOCAL FAITH AND COMMUNITY PARTNERS TO SUPPORT PEOPLE IMPACTED BY NATURAL DISASTERS AND HUMAN-MADE CRISES IN THE UNITED STATES AND AROUND THE WORLD. WITH OUR PARTNERS, WE STRENGTHEN COMMUNITY PREPAREDNESS, PROVIDE EMERGENCY RELIEF IN THE WAKE OF A DISASTER AND SUPPORT LONG-TERM RECOVERY AND RESILIENCE BY INVESTING IN COMMUNITIES LONG AFTER THE CRISIS. WE SUPPORT INDIVIDUALS IN SHAPING THEIR OWN FUTURE FOR A FULL AND SUSTAINED RECOVERY. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/DISASTER-RESPONSE/
Expenses $7,561,724 · Grants $5,747,066
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
The Most Rev Michael B CurryTHE MOST REV MICHAEL B CURRY
PRES. BISHOP, EX-OFF. & HON CHAIR
- Total calculated
- $439,756
- From this org
- $0
- From related orgs
- $328,460
- Other
- $111,296
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $328,460 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $80,298 related
- Nontaxable benefits
- $0 + $30,998 related
- Filer's total
- $0 + $439,756 related
-
Robert W RadtkeROBERT W RADTKE
EX-OFFICIO-PRESIDENT & CEO
- Total calculated
- $460,638
- From this org
- $386,053
- From related orgs
- $0
- Other
- $74,585
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $386,053
- Bonus
- $0
- Other
- $0
- Deferred
- $35,485
- Nontaxable benefits
- $39,100
- Filer's total
- $460,638
-
N Kurt BarnesN KURT BARNES
EX-OFFICIO MEMBER & CFO (EC)
- Total calculated
- $354,303
- From this org
- $0
- From related orgs
- $287,686
- Other
- $66,617
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $287,686 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $34,522 related
- Nontaxable benefits
- $0 + $32,095 related
- Filer's total
- $0 + $354,303 related
-
Jane CisluycisJANE CISLUYCIS
ACTING COO (AS OF 01/2023)
- Total calculated
- $210,512
- From this org
- $0
- From related orgs
- $165,385
- Other
- $45,127
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $165,385 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $19,384 related
- Nontaxable benefits
- $0 + $25,743 related
- Filer's total
- $0 + $210,512 related
-
Teri LawverTERI LAWVER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
The Rt Rev Hector MonterrosoTHE RT REV HECTOR MONTERROSO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Dr David M Martin JrDR DAVID M MARTIN JR
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Miguel EscobarMIGUEL ESCOBAR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Shirley Stover AllenSHIRLEY STOVER ALLEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dr Robert Ji McCouchDR ROBERT JI MCCOUCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
The Rev Steven D PaulikasTHE REV STEVEN D PAULIKAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Karen Longenecker LCSWKAREN LONGENECKER LCSW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Matt SilvaMATT SILVA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth Jones IIKENNETH JONES II
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Putney CloosPUTNEY CLOOS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paul FaethPAUL FAETH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
The Rev Canon Michele HagansTHE REV CANON MICHELE HAGANS
BOARD MEMBER (AS OF 01/2023)
- Total calculated
- $0
- Hours/week
- 1
-
The Rev Christine PurcellTHE REV CHRISTINE PURCELL
BOARD MEMBER (AS OF 01/2023)
- Total calculated
- $0
- Hours/week
- 1
-
John Van De WeertJOHN VAN DE WEERT
BOARD MEMBER (AS OF 01/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Abagail NelsonABAGAIL NELSON
EXECUTIVE VICE PRESIDENT
- Total calculated
- $343,184
- From this org
- $266,976
- From related orgs
- $0
- Other
- $76,208
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $266,976
- Bonus
- $0
- Other
- $0
- Deferred
- $24,586
- Nontaxable benefits
- $51,622
- Filer's total
- $343,184
-
Esther CohenESTHER COHEN
CHIEF OPERATING OFFICER
- Total calculated
- $305,766
- From this org
- $244,828
- From related orgs
- $0
- Other
- $60,938
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $244,828
- Bonus
- $0
- Other
- $0
- Deferred
- $22,355
- Nontaxable benefits
- $38,583
- Filer's total
- $305,766
-
Elizabeth DeisrothELIZABETH DEISROTH
VP, ADVANCEMENT
- Total calculated
- $241,099
- From this org
- $185,410
- From related orgs
- $0
- Other
- $55,689
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,410
- Bonus
- $0
- Other
- $0
- Deferred
- $17,309
- Nontaxable benefits
- $38,380
- Filer's total
- $241,099
-
Emily BloomEMILY BLOOM
VP, BUSINESS DEVELOPMENT
- Total calculated
- $205,668
- From this org
- $189,125
- From related orgs
- $0
- Other
- $16,543
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $189,125
- Bonus
- $0
- Other
- $0
- Deferred
- $16,351
- Nontaxable benefits
- $192
- Filer's total
- $205,668
-
Vicia S CarrionVICIA S CARRION
SENIOR DIRECTOR, HUMAN RESOURCES
- Total calculated
- $232,791
- From this org
- $163,513
- From related orgs
- $0
- Other
- $69,278
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,513
- Bonus
- $0
- Other
- $0
- Deferred
- $15,503
- Nontaxable benefits
- $53,775
- Filer's total
- $232,791
-
Tammi MottTAMMI MOTT
VP, INTL PROGRAM OPS
- Total calculated
- $233,196
- From this org
- $184,343
- From related orgs
- $0
- Other
- $48,853
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,343
- Bonus
- $0
- Other
- $0
- Deferred
- $16,768
- Nontaxable benefits
- $32,085
- Filer's total
- $233,196
-
Sean McConnell - Senior DirSEAN MCCONNELL - SENIOR DIR
FAITH & COMMUNITY ENGAGEMENT
- Total calculated
- $182,228
- From this org
- $167,221
- From related orgs
- $0
- Other
- $15,007
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,221
- Bonus
- $0
- Other
- $0
- Deferred
- $14,301
- Nontaxable benefits
- $706
- Filer's total
- $182,228
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
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
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
-
$495,465
HURRICANE RELIEF
-
$300,000
EMERGENCY RELIEF
-
$175,000
HURRICANE RELIEF
-
THE EPISCOPAL DIOCESE OF LOUISIANA
$150,000
HURRICANE RELIEF
-
$100,000
EMERGENCY RELIEF
-
DIOCESE OF NORTHERN CALIFORNIA
$100,000
EMERGENCY RELIEF
-
$100,000
HURRICANE RELIEF
-
EPISCOPAL FARMWORKERS MINISTRY
$93,862
EMERGENCY RELIEF
-
$75,000
EMERGENCY RELIEF
-
$35,000
EMERGENCY RELIEF
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
DOMESTIC AND FOREIGN MISSIONARY SOCIETY
501(C)(3) · RELIGIOUS · NY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443169349302654
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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