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Episcopal Retirement Homes Inc

CINCINNATI, OH EIN: 31-0554071 Website

WE ENRICH THE LIVES OF OLDER ADULTS IN A PERSON-CENTERED, INNOVATIVE, AND SPIRITUALLY BASED WAY.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$62.0M

+5.7% YoY

Annual Giving

$6K

Grant Count

1

Avg Grant Size

$6K

About Episcopal Retirement Homes Inc

Based on IRS filings

Episcopal Retirement Homes Inc is a nonprofit organization focused on Human Services, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $62.0M in total assets. In 2024, it awarded 1 grants totaling $6K. Net investment income was $518K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$12M$24M$35M$47M20202021202220232024
Metric202420232022
Total Assets$61,975,284$58,629,055$61,823,723
Revenue$42,799,123$39,959,006$37,204,804
Expenses$41,319,164$39,810,454$37,823,186
Qualifying Distributions
Net Investment Income$518,361$694,264$1,059,203
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$3K$5K$6K0 grants20200 grants20210 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

GIVING VOICE FOUNDATION$6K

Grant Size Distribution

1 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Giving Voice Foundation ($6,000).

RecipientPurposeAmount
GIVING VOICE FOUNDATION CINCINNATI, OHBREWS FOR BAINS AND MIMOSAS FOR MEMORIES SPONSORSHIP EVENTS$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

LAURA LAMBCEO$459KDANIEL STEWARDCFO$274KBEVERLY EDWARDSVP, RESIDENTIAL HEALTHCARE$214KJAMES WILSONVP, AFFORDABLE LIVING$195KJOAN WETZELVP, HUMAN RESOURCES$178KMEGAN BRADFORDVP, MIDDLE MARKET & MINISTRY$159KKENYA WILLISREGISTERED NURSE$138KWINDY N MCCAUGHEYEXECUTIVE DIRECTOR, DEUPREE …$136KJOY BLANGEXECUTIVE DIRECTOR, PHILANTH…$135KJUDITH DEANDIRECTOR OF NURSING (MPL)$130KANTHONY WILLIAMSADMINISTRATOR (MPL)$126KLAURYN MOOREVP, MARKETING$77K

From 2024 filing

NameTitleHoursCompensation
THOMAS REGANCHAIRMAN0.2
DORA ANIMBOARD MEMBER0.2
W THOMAS COOPERBOARD MEMBER, ECHF REP0.2
REV DARREN ELINBOARD MEMBER, BISHOP'S REP0.2
REV JOHN FRITSCHNERBOARD MEMBER, ECHF REP0.2
JOANN HAGOPIANBOARD MEMBER0.2
ALAN HARTMANBOARD MEMBER0.2
GREGORY HOPKINSBOARD MEMBER0.2
ERIC KEARNEYBOARD MEMBER0.2
REV CANNON JACK KOEPKEBOARD MEMBER0.2
GERRON MCKNIGHTBOARD MEMBER0.2
JENNY PAYNEBOARD MEMBER0.2
APRYL POPEBOARD MEMBER0.2
THOMAS RETFORDBOARD MEMBER, DH REP0.2
ALBERT SMITHERMANBOARD MEMBER0.2
BILL WOODSBOARD MEMBER, MPL REP0.2
CHIP WORKMANBOARD MEMBER0.2
ELIZABETH ZWILLINGBOARD MEMBER0.2
LAURA LAMBCEO10$458,571
DANIEL STEWARDCFO10$273,923
BEVERLY EDWARDSVP, RESIDENTIAL HEALTHCARE10$214,067
JOAN WETZELVP, HUMAN RESOURCES10$177,755
JAMES WILSONVP, AFFORDABLE LIVING10$195,240
LAURYN MOOREVP, MARKETING10$76,695
MEGAN BRADFORDVP, MIDDLE MARKET & MINISTRY10$159,379
KENYA WILLISREGISTERED NURSE40$138,264
WINDY N MCCAUGHEYEXECUTIVE DIRECTOR, DEUPREE ADMIN40$136,043
JOY BLANGEXECUTIVE DIRECTOR, PHILANTHROPY10$135,468
JUDITH DEANDIRECTOR OF NURSING (MPL)40$129,848
ANTHONY WILLIAMSADMINISTRATOR (MPL)40$125,513

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Episcopal Retirement Homes Inc?

Episcopal Retirement Homes Inc is a nonprofit organization focused on Human Services, based in CINCINNATI, OH. It holds $62.0M in total assets as of 2024.

How large is Episcopal Retirement Homes Inc?

As of 2024, Episcopal Retirement Homes Inc holds $62.0M in total assets with $42.8M in annual revenue. It awarded 1 grants totaling $6K in 2024.

Where does Episcopal Retirement Homes Inc operate?

Episcopal Retirement Homes Inc has awarded grants in Ohio.

What size grants does Episcopal Retirement Homes Inc award?

In 2024, Episcopal Retirement Homes Inc awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.

What is Episcopal Retirement Homes Inc's EIN?

Episcopal Retirement Homes Inc's EIN (Employer Identification Number) is 31-0554071. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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