Overview

Sign up for

Est.

2015

Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

Episcopal Retirement Services is dedicated to providing retirement housing and shelter and residential care, operating under the mission to fulfill the religious and charitable purposes of Episcopal Retirement Homes, Inc. and Episcopal Retirement Services Foundation. With an operating budget of $6.4 million and total revenue of $8 million for the filing year 2024, the organization is supported by significant funders including FIDELITY INVESTMENTS CHARITABLE GIFT FUND and VANGUARD CHARITABLE ENDOWMENT PROGRAM, among others, and does not rely on any single funder for 50% or more of its revenue. For more information, visit www.episcopalretirement.com.

Mission Statement

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.
Revenues
$8M
Expenses
$6.4M
Net Income:
+$1.6M
Assets
$27.1M
Liabilities
$5.3M
Net Assets:
+$21.8M
Operating Budget
$6.4M
Operating Budget by Year

Due Diligence

Are you a grantmaker?
Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
Go beyond basic verification
Instantly get 50+ financial health and governance metrics, including LUNA.
plg-image
plg-image
Go beyond basic verification
Instantly get 50+ financial health and governance metrics, including LUNA.
Total No. of Grants
7
Median grant size
$61.1K
Largest grant received
$638.9K
D
Daniel Steward
Board Member
J
Joann Hagopian
Board Member
L
Laura Lamb
Board Member

Frequently Asked Questions

What is EPISCOPAL RETIREMENT SERVICES’s budget?
In 2024, EPISCOPAL RETIREMENT SERVICES reported an annual operating budget of around $6.4 million. More detailed financial information is available to registered users.
What causes does EPISCOPAL RETIREMENT SERVICES support?
EPISCOPAL RETIREMENT SERVICES supports work in Retirement housing and Shelter and residential care.
Where does EPISCOPAL RETIREMENT SERVICES operate?
EPISCOPAL RETIREMENT SERVICES is headquartered in Cincinnati, OH.
Who funded EPISCOPAL RETIREMENT SERVICES recently?
In 2025, EPISCOPAL RETIREMENT SERVICES received grants from MILLSTONE FUND, FAIRWAYS FOUNDATION FIFTH THIRD BANK NA, and EPISCOPAL RETIREMENT SERVICES FOUNDATION. More information on this organization’s funders is available to registered users.
What is the largest grant EPISCOPAL RETIREMENT SERVICES received in 2024?
The largest grant to EPISCOPAL RETIREMENT SERVICES in 2024 exceeds $639 thousand.