- Revenue 2024
- $42,799,123
- Expenses 2024
- $41,319,164
Program services were 75.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- P750
- 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
WE ENRICH THE LIVES OF OLDER ADULTS IN A PERSON-CENTERED, INNOVATIVE, AND SPIRITUALLY BASED WAY.
-
MARJORIE P. LEE: THE MARJORIE P. LEE COMMUNITY HAS BEEN ENRICHING THE LIVES OF OLDER ADULTS WITH QUALITY SERVICES SINCE 1963 AND HAS BECOME A LANDMARK IN THE EAST CINCINNATI SUBURB OF HYDE PARK. NESTLED IN A TREE-LINED NEIGHBORHOOD, IT IS A SHORT WALK TO HYDE PARK SQUARE, WHICH OFFERS SHOPS, RESTAURANTS, BANKING, AND OTHER COMMUNITY SERVICES. WE OFFER A CHOICE OF ACCOMMODATIONS AND SERVICES FOR INDEPENDENT LIVING, ASSISTED LIVING, SHORT-STAY AND LONG-TERM SKILLED NURSING CARE, AND MEMORY SUPPORT, ALL UNDER ONE ROOF. AND WITH THE "OUR PROMISE, YOUR FUTURE" PROGRAM, WE WILL NOT ASK ANY RESIDENT TO LEAVE IF THEY OUTLIVE THEIR FINANCIAL RESOURCES. NOT MANY COMMUNITIES CAN OFFER THAT IN WRITING, RIGHT IN THE CONTRACT! THIS PROVIDES TRUE PEACE OF MIND TO OUR RESIDENTS AND THEIR FAMILIES KNOWING THEY WILL BE IN THE BEST HANDS POSSIBLE, NO MATTER WHAT THE FUTURE BRINGS.MARJORIE P. LEE PROVIDES SENIOR APARTMENTS IN 77 RESIDENTIAL APARTMENTS, 27 MEMORY SUPPORT ASSISTED LIVING APARTMENTS, AND 88 SKILLED CARE CENTER BEDS. DURING 2024, MARJORIE P. LEE SPENT OVER $498,000 ON CHARITABLE FINANCIAL ASSISTANCE, MINISTRY SERVICES, CHAPLAINCY, AND VOLUNTEERS. MARJORIE P. LEE HAS BEEN RECOGNIZED THROUGH INDEPENDENT ORGANIZATIONS AND HIGH SATISFACTION SCORES. MARJORIE P. LEE AND ITS PARENT, EPISCOPAL RETIREMENT SERVICES, HAS BEEN HONORED AS A TOP WORKPLACE IN CINCINNATI FOR THE FIFTEENTH CONSECUTIVE YEAR, A DISTINCTION THAT IS VOTED ON BY OUR EMPLOYEES AND ONLY HELD BY JUST THREE OTHER COMPANIES IN THE CITY. ALSO, IN RECENT YEARS, MARJORIE P. LEE HAS SCORED AMONG THE HIGHEST IN THE REGION ON THE OHIO DEPARTMENT OF AGING NURSING HOME RESIDENT SATISFACTION SURVEY. UNDERLYING EVERYTHING WE DO IS OUR PERSON-CENTERED CARE PHILOSOPHY THAT BELIEVES PEOPLE SHOULD LIVE LIFE ON THEIR OWN TERMS WHENEVER POSSIBLE. IN OUR SENIOR LIVING COMMUNITIES, IT MEANS WE DO NOT THINK OF RESIDENTS AS LIVING IN OUR BUILDINGS, BUT RATHER THAT WE ARE WORKING IN THEIR HOMES. BECAUSE OF THIS PHILOSOPHY, WE RESPECT THAT WE ARE WORKING IN SOMEONE'S HOME AND TAKE THE CONCEPT OF INDIVIDUALIZED SERVICE AND CARE TO A HIGHER LEVEL. BY EMPHASIZING FREEDOM, CHOICE, AND PURPOSE, IT IS ALWAYS OUR PRIMARY GOAL TO ENSURE THAT THE ELDERS WE SERVE ARE SUCCESSFUL, SECURE, ENGAGED, AND HAPPY, NO MATTER WHAT PART OF OUR COMMUNITY THEY ARE IN. AT MARJORIE P. LEE, IT IS ALL RIGHT HERE IF YOU NEED IT.
Expenses $19,478,725 · Grants $19,950 · Revenue $18,865,971
-
DEUPREE HOUSE: THE DEUPREE HOUSE COMMUNITY IS COMPRISED OF 145 APARTMENTS LOCATED ON ERIE AVENUE ACROSS FROM THE HYDE PARK COUNTRY CLUB IN CINCINNATI. WITH ABUNDANT AMENITIES AND SERVICES, OLDER ADULTS CAN LIVE A FULL AND ACTIVE LIFESTYLE IN A NEIGHBORHOOD THAT IS CLOSE TO EVERYTHING THEY MIGHT NEED. WE ALSO OFFER A TRULY UNIQUE, NON-INSTITUTIONAL APPROACH TO NURSING CARE, WITH OUR PERSON-CENTERED CARE. THIS APPROACH IS PART OF WHAT MAKES THE DEUPREE COMMUNITY THE BEST PLACE IN CINCINNATI TO LIVE A LIFE OF CHOICE, FREEDOM, AND PURPOSE. WE ALSO OFFER DEUPREE PLUS LIVING SERVICES TO OUR INDEPENDENT RESIDENTS WHO MAY NEED SOME ASSISTANCE TO SUCCESSFULLY STAY IN THEIR APARTMENTS. THE LIFESTYLE AT DEUPREE HOUSE OFFERS SECURITY AND TRUE PEACE OF MIND. THIS IS BECAUSE THE FINEST CARE AT EVERY LEVEL IS PROVIDED, AND A RESIDENT WILL NEVER BE ASKED TO LEAVE FOR FINANCIAL REASONS. IN 2024, DEUPREE HOUSE PROVIDED OVER $280,000 FOR CHARITABLE FINANCIAL ASSISTANCE, MINISTRY SERVICES, CHAPLAINCY, AND VOLUNTEERS.DEUPREE COTTAGES OFFERS SKILLED NURSING CARE THAT CONSISTS OF 24 BEDS. HERE, WE OFFER AN ALTERNATIVE TO TRADITIONAL INSTITUTIONAL NURSING HOMES. NESTLED JUST OFF ERIE AVENUE ON THE DEUPREE HOUSE RETIREMENT COMMUNITY CAMPUS, DEUPREE COTTAGES WILL FOREVER CHANGE THE IMAGE OF WHAT A NURSING HOME SHOULD BE. WHETHER A PERSON IS THERE FOR SHORT-TERM REHABILITATION OR LONG-TERM CARE, OUR PERSON-CENTERED CARE APPROACH ENSURES RESIDENTS FEEL LIKE THEY ARE AT HOME, NOT IN A HOME. RESIDENTS LIVE ON THEIR OWN TERMS, FREE FROM RESTRICTIVE ROUTINES SUCH AS WAKE-UP CALLS AND SET MEAL TIMES. ELDERS LIVE WITH DIGNITY IN AN ENVIRONMENT OFFERING FREEDOM, CHOICE, AND PURPOSE WHILE RECEIVING THE VERY BEST QUALITY CARE.SERVICES AT THE DEUPREE COTTAGES SKILLED NURSING CENTER INCLUDE:- CARE MONITORED BY INTERDISCIPLINARY TEAM INCLUDING NURSES, SOCIAL SERVICES SPECIALIST, ACTIVITIES DIRECTOR, AND SPIRITUAL CARE PROFESSIONALS- HIGHLY EXPERIENCED TEAM OF CERTIFIED PHYSICAL THERAPISTS- SPECIALLY TRAINED PERSON-CENTERED CARE STAFF- DAILY SCHEDULE ADAPTED TO RESIDENT'S PERSONAL LIFESTYLE AND NEEDS- ALL ROOMS AND SUITES ARE PRIVATE WITH BATHROOMS AND WALK-IN SHOWERS- CLINICAL SERVICES INCLUDING VISITING SPECIALISTS AVAILABLE AS NEEDED- EXCELLENT FOOD PREPARED IN OUR OWN COMMUNITY KITCHENS- WIRELESS INTERNET FOR RESIDENTS AND VISITORS- COMFORTABLE FAMILY ROOM WITH FIREPLACE AND FLAT SCREEN TV- USE OF DEUPREE HOUSE FITNESS ZONE AND AQUATICS CENTER- PARTICIPATION IN ACTIVITIES AS APPROPRIATE SUCH AS MOVIE NIGHTS, CONCERTS, SEMINARS, OUTINGS, ETC.- BEAUTIFUL GARDENS AND WALKING AREAS- SHORT-TERM/TRANSITIONAL CARE MAY BE AVAILABLETHE DEUPREE HOUSE'S DEUPREE COTTAGES HAS SCORED AMONG THE HIGHEST IN THE REGION ON THE OHIO DEPARTMENT OF AGING NURSING HOME RESIDENT SATISFACTION SURVEY. IN ADDITION, DEUPREE COTTAGES WAS ONE OF ONLY SIX AMERICAN NURSING HOMES RECOGNIZED IN THE RECENTLY PUBLISHED BOOK, DESIGN FOR AGING: INTERNATIONAL CASE STUDIES OF BUILDING AND PROGRAM, FOR BEING AMONG THOSE WITH "EXCELLENT AGED CARE ENVIRONMENTS." THE BOOK INCLUDES A TOTAL OF 27 NURSING HOMES WORLDWIDE AND DEVOTES AN ENTIRE CHAPTER TO THE DEUPREE COTTAGES AND THEIR INNOVATIVE DESIGN, ARCHITECTURAL CHALLENGES, AND THE QUALITY CARE PROVIDED BY THEIR NON-TRADITIONAL PERSON-CENTERED CARE APPROACH.
Expenses $10,432,277 · Revenue $11,106,071
-
DEUPREE MEALS ON WHEELS: DEUPREE MEALS ON WHEELS DELIVERED OVER 104,000 MEALS IN 2024 TO LOCAL NEIGHBORHOODS, COMPLETE WITH A SMILE AND A FRIENDLY CHAT. OUR MEALS ARE PREPARED BY FIVE STAR FOOD SERVICES CO. AND EXCEED COUNCIL ON AGING MINIMUMS FOR NUTRITION. IN FACT, WE HAVE ACHIEVED 100% IN THE COUNCIL ON AGING AUDIT SCORE. WE SERVED 532 CLIENTS. MEALS ARE DELIVERED EACH DAY BY COMPASSIONATE AND CARING MEMBERS OF OUR TEAM ALONG WITH A DEDICATED TEAM OF 59 VOLUNTEERS. THESE VOLUNTEERS GAVE 9,325 HOURS OF THEIR TIME AND TAKE A PERSONAL INTEREST IN THE WELL BEING OF OUR CLIENTS. WE PROVIDE SPECIAL MEALS FOR THOSE WITH ALLERGIES OR OTHER MEDICAL CONDITIONS, AND WE MAKE ADJUSTMENTS TO OUR DELIVERY SCHEDULES AS NEEDED TO SUIT OUR CLIENTS. OFTEN OUR DRIVERS ARE THE ONLY SOCIAL CONTACT THEY HAVE ALL DAY AND THEY LOOK FORWARD TO SEEING AND TALKING WITH THEM. IN LATE 2023, THE PROGRAM BEGAN PARTICIPATING IN A PILOT PROGRAM CALLED "SWIPE & DINE" TO PROVIDE AN ALTERNATUVE FOR CONGREGATE OR RESTAURANT MEALS. IN 2024, THE PROGRAM SERVED 735 PARTICIPANTS OVER 9,000 MEALS.
Expenses $764,243 · Revenue $1,089,940
-
AS A NOT-FOR-PROFIT, WE ARE ABLE TO REINVEST FUNDS RATHER THAN PAY OWNERS OR INVESTORS. EVERYTHING WE DO IS DRIVEN BY THE NEEDS AND WELL-BEING OF THOSE WE SERVE AND THE RESULTS ARE REMARKABLE: INDEPENDENCE AND REAL COMMUNITY, FAITH-BASED VALUES, A WELCOMING SPIRIT, INNOVATIVE SERVICES AND LONG-TERM EXPERIENCE. EPISCOPAL RETIREMENT HOMES, INC. (ERH) HAS SEVERAL PROGRAMS THAT REACH OUT INTO THE COMMUNITY TO EXPAND OUR MISSION TO OLDER ADULTS.LIVING WELL SENIOR SOLUTIONS: LIVING WELL SENIOR SOLUTIONS (LWSS) IS AN AGING LIFE CARE SERVICE THAT ADDRESSES THE CHALLENGES OF HOME-BASED ELDER CARE MANAGEMENT. FROM SITUATION ASSESSMENT TO PLAN IMPLEMENTATION, WE ARE THE EXPERTS WHO WILL GUIDE FAMILIES TO SAFE AND HEALTHY LIVING FOR THEIR LOVED ONES. WHEN FACED WITH THE RESPONSIBILITY OF CARING FOR AN ELDERLY LOVE DONE, MOST PEOPLE LACK EITHER THE EXPERIENCE AND KNOWLEDGE NECESSARY OR THE TIME REQUIRED TO EFFECTIVELY FULFILL THE ROLE OF CAREGIVER. HELPING FIND ANSWERS AND CONNECT LOVED ONES WITH THE RIGHT HEALTHCARE PARTNERS GIVES THE PEACE OF MIND OF KNOWING THAT ELDERLY LOVED ONES WILL RECEIVE THE RIGHT CARE AND SERVICES.OFTEN AN UNEXPECTED HEALTH PROBLEM OR CHANGE IN A LONG-TERM CARE SITUATION TRIGGERS A CRISIS AND RESULTS IN A HIGH LEVEL OF STRESS AND A FLURRY OF ACTIVITY. FEAR, CONFUSION, GUILT, AND FRUSTRATION OFTEN SURFACE AS PEOPLE ATTEMPT TO NAVIGATE THROUGH THE MAZE OF HEALTHCARE OPTIONS AND CHOICES. A TEAM OF ADVISORS AND CARE EXPERTS FROM LWSS PROVIDES THE ANSWERS AND GUIDANCE NECESSARY TO ENSURE EVERYTHING POSSIBLE IS BEING DONE TO ENSURE THE BEST CARE POSSIBLE. THIS MIGHT INCLUDE IN-HOME CARE CHOICES WHEN STAYING AT HOME IS THE DESIRED OPTION OR HELPING GUIDE DECISIONS ON CARE OPTIONS OUTSIDE THE HOME IF APPROPRIATE.WE PROVIDE AS MUCH OR AS LITTLE CARE MANAGEMENT AS CLIENTS WANT, AND OUR SERVICES INCLUDE PROVIDING ANSWERS TO MEDICARE AND INSURANCE QUESTIONS, 24-HOUR NURSING CARE, ACCOMMODATING CLIENTS ON A DOCTOR'S VISIT, AND ACTING AS AN ADVOCATE DURING A HOSPITAL STAY. THE TEAM'S COMPASSION IS SURPASSED ONLY BY THEIR PROFESSIONALISM, AND TIME AND AGAIN WORDS LIKE "RELIEF," "PEACE OF MIND, AND "GODSEND" ARE USED BY OUR CLIENTS TO DESCRIBE THEIR FEELINGS ONCE THE TEAM GETS INVOLVED. THE PROGRAM SERVED 70 INDIVIDUALS WITH APPROXIMATELY 2,200 CARE MANAGER HOURS IN 2024.
Expenses $425,350 · Revenue $8,308,287
-
PARISH HEALTH MINISTRY: PARISH HEALTH MINISTRY (PHM) WORKS WITH 80 CHURCHES AND OTHER PARTNERS ENCOURAGING THEM TO RENEW THEIR ROLE IN HEALTHCARE THROUGH ADVOCACY, EDUCATION, AND WELLNESS PROGRAMS. WITH A TEAM OF PARISH NURSES AND VOLUNTEERS, PHM TOUCHES THE LIVES OF OVER INDIVIDUALS EACH YEAR. OUR VOLUNTEERS AND PARISH NURSES PROVIDE VALUABLE COMMUNITY BASED HEALTHCARE SERVICES IN THE FORM OF SCREENINGS AND EDUCATION AND PROMOTE HEALTH AND WELLNESS IN THE COMMUNITY THROUGH VISITS TO HOSPITALS, NURSING HOMES, AND PRIVATE HOMES. THE PROGRAM WAS TEMPORARILY ON HOLD IN 2024, BUT EXPECTED TO BE ACTIVE IN 2025.
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.
-
THOMAS REGAN
CHAIRMAN
- 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 REP
- 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
-
THOMAS RETFORD
BOARD MEMBER, DH REP
- Total calculated
- $0
- Hours/week
- 0.2 + 0.6 related
-
ALBERT SMITHERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.4 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
- $458,571
- From related orgs
- $0
- Other
- $78,609
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $442,945
- Bonus
- $6,626
- Other
- $9,000
- Deferred
- $38,800
- Nontaxable benefits
- $39,809
- Filer's total
- $537,180
-
DANIEL STEWARD
CFO
- Total calculated
- $307,910
- From this org
- $273,923
- From related orgs
- $0
- Other
- $33,987
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $240,957
- Bonus
- $32,966
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $33,987
- Filer's total
- $307,910
-
BEVERLY EDWARDS
VP, RESIDENTIAL HEALTHCARE
- Total calculated
- $217,518
- From this org
- $214,067
- From related orgs
- $0
- Other
- $3,451
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $187,825
- Bonus
- $26,242
- Other
- $0
- Deferred
- $3,187
- Nontaxable benefits
- $264
- Filer's total
- $217,518
-
JOAN WETZEL
VP, HUMAN RESOURCES
- Total calculated
- $216,941
- From this org
- $177,755
- From related orgs
- $0
- Other
- $39,186
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $155,530
- Bonus
- $22,225
- Other
- $0
- Deferred
- $3,305
- Nontaxable benefits
- $35,881
- Filer's total
- $216,941
-
JAMES WILSON
VP, AFFORDABLE LIVING
- Total calculated
- $211,000
- From this org
- $195,240
- From related orgs
- $0
- Other
- $15,760
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $168,989
- Bonus
- $26,251
- Other
- $0
- Deferred
- $3,759
- Nontaxable benefits
- $12,001
- Filer's total
- $211,000
-
LAURYN MOORE
VP, MARKETING
- Total calculated
- $84,224
- From this org
- $76,695
- From related orgs
- $0
- Other
- $7,529
- Hours/week
- 10 + 30 related
-
MEGAN BRADFORD
VP, MIDDLE MARKET & MINISTRY
- Total calculated
- $165,285
- From this org
- $159,379
- From related orgs
- $0
- Other
- $5,906
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $140,851
- Bonus
- $18,528
- Other
- $0
- Deferred
- $5,642
- Nontaxable benefits
- $264
- Filer's total
- $165,285
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
- $42,799,123
- Expenses
- $41,319,164
- Contributions
- $2,910,810
- Grants paid
- $19,950
-
2023
- Revenue
- $39,959,006
- Expenses
- $39,810,454
- Contributions
- $4,693,934
- Grants paid
- $8,445
-
2022
- Revenue
- $37,204,804
- Expenses
- $37,823,186
- Contributions
- $3,252,645
- Grants paid
- $13,900
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
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $34,850,221
- Expenses
- $35,724,743
- Assets (EOY)
- $65,176,773
-
2020 · 990
- Revenue
- $36,529,567
- Expenses
- $36,712,962
- Assets (EOY)
- $69,550,894
-
2019 · 990
- Revenue
- $33,384,958
- Expenses
- $33,817,706
- Assets (EOY)
- $69,927,186
-
2018 · 990
- Revenue
- $32,598,967
- Expenses
- $32,184,501
- Assets (EOY)
- $67,362,870
-
2017 · 990
- Revenue
- $32,747,064
- Expenses
- $31,353,642
- Assets (EOY)
- $64,521,798
-
2016 · 990
- Revenue
- $31,817,480
- Expenses
- $30,964,723
- Assets (EOY)
- $60,406,989
-
2015 · 990
- Revenue
- $32,856,870
- Expenses
- $31,175,843
- Assets (EOY)
- $74,223,775
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
-
$6,000
2024 BREWS FOR BAINS AND MIMOSAS FOR MEMORIES SPONSORSHIP EVENTS
Grants received
-
EPISCOPAL RETIREMENT SERVICES FOUNDATION
$3,432,350
2023 GENERAL OPERATING SUPPORT
-
EPISCOPAL RETIREMENT SERVICES FOUNDATION
$2,054,670
2022 GENERAL OPERATING SUPPORT
-
EPISCOPAL RETIREMENT SERVICES FOUNDATION
$1,852,541
2024 GENERAL OPERATING SUPPORT
-
$73,833
2023 PROGRAMATIC SUPPORT
-
$70,371
2024 PROGRAMATIC SUPPORT
-
$51,493
2022 GENERAL PURPOSE
-
$11,000
2023 PROJECT SUPPORT
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
-
501(C)(3) · SUPPORTING ORGANIZATION · OH
-
EPISCOPAL RETIREMENT SERVICES FOUNDATION
501(C)(3) · INVESTMENT · OH · controlled entity
-
501(C)(3) · RETIREMENT COMMUNITIES · KY · controlled entity
Declared as related by
-
On its 2024 return as a controlled entity
-
EPISCOPAL RETIREMENT SERVICES FOUNDATION
On its 2024 return as a controlled entity
-
On its 2024 return as a 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 PC.
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.