Episcopal Retirement Homes Inc is located in Cincinnati, OH. The organization was established in 1952. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 12/2021, Episcopal Retirement Homes Inc employed 770 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Episcopal Retirement Homes Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Episcopal Retirement Homes Inc generated $34.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.8% each year. All expenses for the organization totaled $35.7m during the year ending 12/2021. While expenses have increased by 2.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
WE ENRICH THE LIVES OF OLDER ADULTS IN A PERSON-CENTERED, INNOVATIVE, AND SPIRITUALLY BASED WAY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 67 RESIDENTIAL APARTMENTS, 37 MEMORY SUPPORT ASSISTED LIVING APARTMENTS, AND 88 SKILLED CARE CENTER BEDS. DURING 2021 MARJORIE P. LEE SPENT OVER $1,213,000 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 THIRTHEENTH 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.
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 2021 DEUPREE HOUSE PROVIDED NEARLY $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.
DEUPREE MEALS ON WHEELS: DEUPREE MEALS ON WHEELS DELIVERED OVER 142,000 MEALS IN 2021 TO LOCAL NEIGHBORHOODS, COMPLETE WITH A SMILE AND A FRIENDLY CHAT. OUR MEALS ARE PREPARED BY DERRINGER FOOD SERVICES CO. AND EXCEED COUNCIL ON AGING MINIMUMS FOR NUTRITION. IN FACT, WE HAVE ACHIEVED 100% IN THE COUNCIL ON AGING AUDIT SCORE. NEARLY 990 MEALS ARE DELIVERED EACH DAY BY COMPASSIONATE AND CARING MEMBERS OF OUR TEAM ALONG WITH A DEDICATED TEAM OF 126 VOLUNTEERS. THESE VOLUNTEERS GAVE 4,777 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.
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.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 PROVIDING OVER 2,045 HOURS AND 45 VOLUNTEERS, PHM TOUCHES THE LIVES OF OVER 1,851 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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Laura Lamb CEO | Officer | 10 | $477,599 |
Daniel Steward CFO | Officer | 10 | $240,581 |
Ginny Uehlin Vp, Resident Healthcare | Officer | 10 | $210,247 |
Beverly Edwards Ech Executive Director | Officer | 1 | $183,177 |
Joan Wetzel Vp, Hr & Ord. Dev. | Officer | 10 | $163,340 |
Lavetta Surrell Rn | 40 | $144,646 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Navitus Health Solutions Pharmacy Benefit Company | 12/30/21 | $3,762,515 |
Healthpro Rehabilitation Therapy Services | 12/30/21 | $743,697 |
Home Care Assistance Of Cincinnati Home Health Care | 12/30/21 | $390,040 |
Five Star Food Services Food Services | 12/30/21 | $625,591 |
Sysco Cincinnati Llc Food Services | 12/30/21 | $669,205 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $1,875,767 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $1,174,279 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $3,050,046 |
Total Program Service Revenue | $31,105,291 |
Investment income | $219,461 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $10,800 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $34,850,221 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $11,074 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $1,984,754 |
Compensation of current officers, directors, key employees. | $426,089 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $14,173,318 |
Pension plan accruals and contributions | $246,708 |
Other employee benefits | $1,927,812 |
Payroll taxes | $1,238,406 |
Fees for services: Management | $338,923 |
Fees for services: Legal | $163,619 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $2,696,272 |
Advertising and promotion | $570,146 |
Office expenses | $0 |
Information technology | $221,875 |
Royalties | $0 |
Occupancy | $1,185,675 |
Travel | $42,996 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $18,625 |
Interest | $1,423,592 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $3,953,385 |
Insurance | $467,005 |
All other expenses | $2,586,780 |
Total functional expenses | $35,724,743 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $3,105,230 |
Savings and temporary cash investments | $834,025 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $1,516,164 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $680,441 |
Net Land, buildings, and equipment | $50,926,341 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $1,712,964 |
Intangible assets | $0 |
Other assets | $6,401,608 |
Total assets | $65,176,773 |
Accounts payable and accrued expenses | $9,164,600 |
Grants payable | $0 |
Deferred revenue | $1,655,791 |
Tax-exempt bond liabilities | $33,111,700 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $1,720,000 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $12,012,748 |
Total liabilities | $57,664,839 |
Net assets without donor restrictions | $7,511,934 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $65,176,773 |
Over the last fiscal year, Episcopal Retirement Homes Inc has awarded $10,195 in support to 2 organizations.
Grant Recipient | Amount |
---|---|
Chicago, IL PURPOSE: DONATION | $5,195 |
CITY OF CINCINNATI PURPOSE: SPONSORSHIP | $5,000 |
Over the last fiscal year, we have identified 11 grants that Episcopal Retirement Homes Inc has recieved totaling $2,080,758.
Awarding Organization | Amount |
---|---|
Episcopal Retirement Services Foundation Cincinnati, OH PURPOSE: GENERAL OPERATING SUPPORT | $1,875,766 |
Ellen And Richard Berghamer Foundation Cincinnati, OH PURPOSE: MEMORIAL DONATION | $67,500 |
The Frances R Luther Charitable Trust Cincinnati, OH PURPOSE: PROJECT/PROGRAM SUPPORT | $50,000 |
Greater Cincinnati Foundation Cincinnati, OH PURPOSE: GENERAL PURPOSE | $41,089 |
Rindsfoos Foundation Tr Chicago, IL PURPOSE: GENERAL | $21,167 |
Meals On Wheels America Arlington, VA PURPOSE: PROJECT SUPPORT AND OTHER SERVICES | $12,000 |
Beg. Balance | $32,026,500 |
Earnings | $3,229,019 |
Net Contributions | $6,151 |
Other Expense | $1,258,867 |
Ending Balance | $34,002,803 |
Organization Name | Assets | Revenue |
---|---|---|
Willow Valley Communities Lancaster, PA | $552,338,395 | $126,609,439 |
United Church Homes Inc Marion, OH | $230,951,491 | $117,776,158 |
Menorah Park Center For Senior Living Beachwood, OH | $96,877,128 | $72,312,185 |
Spiritrust Lutheran York, PA | $151,346,375 | $71,838,005 |
Otterbein Homes Lebanon, OH | $197,247,651 | $73,479,652 |
Humangood Pennsylvania Lafayette Hill, PA | $322,351,436 | $66,729,303 |
Bhi Senior Living Inc Indianapolis, IN | $339,336,234 | $58,133,040 |
Menno-Haven Inc Chambersburg, PA | $224,712,119 | $60,604,024 |
Kendal-Crosslands Communities Kennett Square, PA | $254,475,918 | $64,274,930 |
United Church Of Christ Homes Camp Hill, PA | $133,046,183 | $59,846,484 |
Concordia Lutheran Health And Human Care Cabot, PA | $105,474,184 | $66,315,819 |
Institute For Senior Living Of Florida Inc Bala Cynwyd, PA | $18,781,987 | $50,054,226 |