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EPISCOPAL RETIREMENT SERVICES

EIN 47-5651061 CINCINNATI, OH

Revenue 2024
$8,032,847
Expenses 2024
$6,411,670

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
L12
Classification
1000
Street
3870 VIRGINIA AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

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.

  • 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

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • TOM REGAN

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • DORA ANIM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • W THOMAS COOPER

    BOARD MEMBER - ECHF REP

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • REV DARREN ELIN

    BOARD MEMBER-BISHOP'S REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • REV JOHN FRITSCHNER

    BOARD MEMBER -ECHF REP

    Total calculated
    $0
    Hours/week
    0.2 + 0.9 related

  • JOANN HAGOPIAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • ALAN HARTMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • GREGORY HOPKINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • ERIC KEARNEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • REV CANNON JACK KOEPKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • GERRON MCKNIGHT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • JENNY PAYNE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • APRYL POPE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • ALBERT SMITHERMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • THOMAS RETFORD

    BOARD MEMBER - DH REP

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • BILL WOODS

    BOARD MEMBER - MPL REP

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • CHIP WORKMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • ELIZABETH ZWILLING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • LAURA LAMB

    CEO

    Total calculated
    $537,180
    From this org
    $0
    From related orgs
    $458,571
    Other
    $78,609
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $442,945 related
    Bonus
    $0 + $6,626 related
    Other
    $0 + $9,000 related
    Deferred
    $0 + $38,800 related
    Nontaxable benefits
    $0 + $39,809 related
    Filer's total
    $0 + $537,180 related

  • DANIEL STEWARD

    CFO

    Total calculated
    $307,910
    From this org
    $0
    From related orgs
    $273,923
    Other
    $33,987
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,957 related
    Bonus
    $0 + $32,966 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $33,987 related
    Filer's total
    $0 + $307,910 related

  • BEVERLY EDWARDS

    VP -RESIDENTIAL HEALTHCARE

    Total calculated
    $217,518
    From this org
    $0
    From related orgs
    $214,067
    Other
    $3,451
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,825 related
    Bonus
    $0 + $26,242 related
    Other
    $0
    Deferred
    $0 + $3,187 related
    Nontaxable benefits
    $0 + $264 related
    Filer's total
    $0 + $217,518 related

  • JOAN WETZEL

    VP -HUMAN RESOURCES

    Total calculated
    $216,941
    From this org
    $0
    From related orgs
    $177,755
    Other
    $39,186
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,530 related
    Bonus
    $0 + $22,225 related
    Other
    $0
    Deferred
    $0 + $3,305 related
    Nontaxable benefits
    $0 + $35,881 related
    Filer's total
    $0 + $216,941 related

  • JAMES WILSON

    VP -AFFORDABLE LIVING

    Total calculated
    $211,000
    From this org
    $0
    From related orgs
    $195,240
    Other
    $15,760
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,989 related
    Bonus
    $0 + $26,251 related
    Other
    $0
    Deferred
    $0 + $3,759 related
    Nontaxable benefits
    $0 + $12,001 related
    Filer's total
    $0 + $211,000 related

  • LAURYN MOORE

    VP -MARKETING

    Total calculated
    $84,224
    From this org
    $0
    From related orgs
    $76,695
    Other
    $7,529
    Hours/week
    10 + 30 related

  • MEGAN BRADFORD

    VP -MIDDLE MARKET & MINISTRY

    Total calculated
    $165,285
    From this org
    $0
    From related orgs
    $159,379
    Other
    $5,906
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,851 related
    Bonus
    $0 + $18,528 related
    Other
    $0
    Deferred
    $0 + $5,642 related
    Nontaxable benefits
    $0 + $264 related
    Filer's total
    $0 + $165,285 related

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $8,032,847
    Expenses
    $6,411,670
    Contributions
    $858,537
    Grants paid
    $0
  • 2023
    Revenue
    $6,239,462
    Expenses
    $6,086,037
    Contributions
    $643,699
    Grants paid
    $0
  • 2022
    Revenue
    $8,174,029
    Expenses
    $5,301,722
    Contributions
    $3,474,250
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $9,263,844
    Expenses
    $7,753,176
    Assets (EOY)
    $26,931,140

  • 2020 · 990

    Revenue
    $7,686,125
    Expenses
    $7,191,627
    Assets (EOY)
    $24,906,332

  • 2019 · 990

    Revenue
    $6,554,133
    Expenses
    $6,998,640
    Assets (EOY)
    $20,852,833

  • 2018 · 990

    Revenue
    $6,285,574
    Expenses
    $6,333,284
    Assets (EOY)
    $21,240,215

  • 2017 · 990

    Revenue
    $7,480,335
    Expenses
    $6,875,789
    Assets (EOY)
    $19,703,400

  • 2016 · 990

    Revenue
    $6,025,367
    Expenses
    $6,783,651
    Assets (EOY)
    $18,594,960

  • 2015 · 990-EZ

    Revenue
    $0
    Expenses
    $0
    Assets (EOY)
    $0

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

Related partnerships on its 2024 return

The first 25 as filed. The return lists the rest.

Related corporations and trusts on its 2024 return

  • ERHAL INC

    C · GP OF VARIOUS PARTNERSHIPS · OH · 100% owned · controlled entity

  • ERH ANDERSON GP LLC

    C · GP OF ERH AL SENIOR HOUSING AT ANDERSON LIMITIED PARTNERSHIP · OH · 100% owned · share of assets $9 · controlled entity

  • ST PAUL I INC

    C · GP OF ST. PAUL VILLAGE I LIMITED PARTNERSHIP · OH · 80% owned · share of income $4,200 · share of assets $447,076

  • ST PAUL II INC

    C · GP OF ST. PAUL VILLAGE II LIMITED PARTNERSHIP · OH · 80% owned · share of income $20 · share of assets -$1,626

  • WALNUT COURT GENERAL PARTNER LLC

    C · GP OF WALNUT COURT LIMITED PARTNERSHIP · OH · 100% owned · share of assets -$737 · controlled entity

  • TRENT SENIOR VILLAGE GENERAL PARTNER LLC

    C · GP OF TRENT SERNIOR VILLAGE LIMITED LIABILITY LIMITED · OH · 100% owned · share of assets $539,906 · controlled entity

  • KNOWLTON NORTHSIDE GP LLC

    C · GP OF KNOWLTON NORTHSIDE LIMITED PARTNERSHIP · OH · 99.99% owned · share of assets $380,495 · controlled entity

  • MARLOWE COURT GP LLC

    C · GP OF MARLOWE COURT LIMITIED PARTNERSHIP · OH · 90% owned · share of assets $530,725 · controlled entity

  • PRAIRIE VIEW GP

    C · GP OF PRAITIE VIEW LIMITED PARTNERSHIP · OH · 100% owned · controlled entity

  • RACHEL COURT GP

    C · GP OF RACHEL COURT LIMITED PARTNERSHIP · OH · 20% owned

  • SCHEPER RIDGE GP

    C · GP OF SCHEPER RIDGE LIMITED LIABILITY LIMITED PARTNERSHIP · OH · 100% owned · share of assets $1,118,000 · controlled entity

  • MADISON VILLA GP LLC

    C · GP OF MADISON VILLA LIMITED LIABILITY PARTNERSHIP · OH · 90% owned · controlled entity

  • SUNRISE TERRACE GP LLC

    C · GP OF SUNRISE TERRACE LIMITIED LIABILITY PARTNERSHIP · OH · 80% owned

  • WESTMINSTER COURT I GP LLC

    C · GP OF WESTMINSTER COURT I LIMITIED LIABILITY PARTNERSHIP · OH · 100% owned · controlled entity

  • WESTMINSTER COURT II GP LLC

    C · GP OF WESTMINSTER COURT II LIMITED LIABILITY PARTNERSHIP · OH · 100% owned · controlled entity

  • PRAIRIE GARDENS GP LLC

    C · GP OF PRAIRIE GARDENS LIMITED LIABILITY PARTNERSHIP · OH · 100% owned · controlled entity

  • PEDRETTI PLACE GP LLC

    C · GP OF PEDRETTI PLACE LIMITED LIABILITY PARTNERSHIP · OH · 100% owned · controlled entity

  • EPISCOPAL RETIREMENT SERVICES ENRICHED LIVING INC

    C · GP OF MM DEVELOPMENT, LLC · OH · 100% owned · share of assets $530,712 · controlled entity

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SO.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.