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EPISCOPAL RETIREMENT SERVICES FOUNDATION

EIN 31-1570272 CINCINNATI, OH

Revenue 2024
$2,204,505
Expenses 2024
$2,868,334

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
P110
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 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.

Activities or mission (Part I)

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 HOMES, INC., AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC OF 1986 AS AMENDED AND AS FURTHER DESCRIBED IN SECTION 509(A)(1) OF SAID CODE.

  • 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

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.

  • JOANN HAGOPIAN

    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

  • JON B BOSS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • TONY BRUNS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2

  • W THOMAS COOPER

    BOARD MEMBER -ECHF REP

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • REV DARREN ELIN

    BOARD MEMBER-BISHOP'S REP

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • ERIC KEARNEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • APRYL POPE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • TOM REGAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 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

  • 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

  • BRYAN REYNOLDS

    VP -MARKETING

    Total calculated
    $23,186
    From this org
    $0
    From related orgs
    $21,832
    Other
    $1,354
    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

  • JOY BLANG

    EXECUTIVE DIRECTOR OF PHILATHROPY

    Total calculated
    $177,981
    From this org
    $0
    From related orgs
    $135,468
    Other
    $42,513
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $0 + $120,385 related
    Bonus
    $0 + $15,083 related
    Other
    $0
    Deferred
    $0 + $2,924 related
    Nontaxable benefits
    $0 + $39,589 related
    Filer's total
    $0 + $177,981 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $2,204,505
    Expenses
    $2,868,334
    Contributions
    $1,829,500
    Grants paid
    $2,491,489
  • 2023
    Revenue
    $2,963,522
    Expenses
    $4,424,388
    Contributions
    $2,342,675
    Grants paid
    $4,008,618
  • 2022
    Revenue
    $2,413,369
    Expenses
    $3,065,813
    Contributions
    $1,811,984
    Grants paid
    $2,591,715

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

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2021 · 990

    Revenue
    $1,625,234
    Expenses
    $2,842,778
    Assets (EOY)
    $67,757,663

  • 2020 · 990

    Revenue
    $2,829,604
    Expenses
    $2,980,159
    Assets (EOY)
    $64,204,667

  • 2019 · 990

    Revenue
    $3,692,559
    Expenses
    $2,741,209
    Assets (EOY)
    $58,042,970

  • 2018 · 990

    Revenue
    $4,465,996
    Expenses
    $4,105,010
    Assets (EOY)
    $50,676,004

  • 2017 · 990

    Revenue
    $4,586,277
    Expenses
    $4,442,181
    Assets (EOY)
    $54,714,384

  • 2015 · 990

    Revenue
    $2,925,282
    Expenses
    $1,797,587
    Assets (EOY)
    $48,425,443

  • 2014 · 990

    Revenue
    $3,099,231
    Expenses
    $79,640
    Assets (EOY)
    $50,749,822

  • 2013 · 990

    Revenue
    $4,652,136
    Expenses
    $72,026
    Assets (EOY)
    $48,293,672

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. Showing the 10 most recent; the API carries the rest.

Grants made

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

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

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 SOUNK.

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.