Ohio · Nonprofit
EPISCOPAL RETIREMENT HOMES INC
EPISCOPAL RETIREMENT HOMES INC (Ohio) receives grants from 19 organizations whose IRS filings report $2,043,078 to it, the largest being THE GREATER CINCINNATI FOUNDATION ($671,655). 16 of them have funded it in more than one year.
- Revenue FY2024
- $43M
- Funders on record
- 19
- Grants received
- $2.0M
- Net assets
- $8.7M
What Episcopal Retirement Homes Inc does
Mission
We enrich the lives of older adults in a person-centered, innovative, and spiritually based way.
As stated on its FY2024 Form 990.
Programs
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 2023, marjorie p. Lee spent over $508,000 on charitable financial assistance, ministry services, chaplaincy, and volunteers.marjorie p. Lee has been recognized…
$19,279,321 spentof which $8,445 as grants$20,339,486 earned by the program62% of program spendingDeupree 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 2023, deupree house provided over $365,000 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…
$11,059,551 spent$12,935,148 earned by the program35% of program spendingDeupree meals on wheels: deupree meals on wheels delivered over 115,000 meals in 2023 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 589 clients. Meals are delivered each day by compassionate and caring members of our team along with a dedicated team of 60 volunteers. These volunteers gave 9,360 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 alternative for congregate or restaurant meals. The program served 315 participants a total of 776 meals.
$730,936 spent$1,061,632 earned by the program2% of program spendingAs 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…
$132,115 spent$234,542 earned by the program0% of program spending
The 4 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $31,201,923.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $70M to $65M (−6%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
7% of EPISCOPAL RETIREMENT HOMES INC’s revenue is contributions — about as donation-reliant as the typical peer (21% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Thomas W Regan
Chairman
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base narrowed from 7 funders to 6 funders, grant income rose $104k → $159k.
5 of 19 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 38% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $12M from one payer (the payer shares this organization's board, largest Episcopal Retirement Services Foundation). These are real filings, and they are not money EPISCOPAL RETIREMENT HOMES INC raised.
From the IRS filings of EPISCOPAL RETIREMENT HOMES INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
EPISCOPAL RETIREMENT HOMES INC has a broad base — no single funder exceeds 33% of grant income, and it takes 3 funders to reach half.
the vertical line marks half of all grant income — 3 funders to its left
48% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund EPISCOPAL RETIREMENT HOMES INC.
Largest funder’s share by year: 2017 44% · 2018 52% · 2019 43% · 2020 46% · 2021 24% · 2022 28% · 2023 47% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
56% of EPISCOPAL RETIREMENT HOMES INC's funders are still giving 3 years after their first grant; 84% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
69% of EPISCOPAL RETIREMENT HOMES INC's grant income comes from Ohio funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $781k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
EPISCOPAL RETIREMENT HOMES INC runs a healthier operating margin than half of the 3,288 human services nonprofits its size.
this organization peer median middle 50% of peers· 3,288 human services nonprofits $10M–$100M, FY2024
Organizations like EPISCOPAL RETIREMENT HOMES INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Ohio
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
75% of spending goes to programs.
Governance
Public support
99%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 3 related entities
- Episcopal Retirement Services · exempt
- Episcopal Retirement Services Foundation · exempt
- Episcopal Church Home Inc · exempt
Screen this organization
A dated, signed PDF of the compliance screen for EPISCOPAL RETIREMENT HOMES INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds EPISCOPAL RETIREMENT HOMES INC?
- EPISCOPAL RETIREMENT HOMES INC (Ohio) receives grants from 19 organizations whose IRS filings report $2,043,078 to it, the largest being THE GREATER CINCINNATI FOUNDATION ($671,655). 16 of them have funded it in more than one year.
- How many funders does EPISCOPAL RETIREMENT HOMES INC have?
- IRS filings report 19 organizations giving $2,043,078 in grants to EPISCOPAL RETIREMENT HOMES INC, 16 of which have funded it in more than one year.
- Who is the largest funder of EPISCOPAL RETIREMENT HOMES INC?
- THE GREATER CINCINNATI FOUNDATION is the largest funder on record, with $671,655 in grants. The full list of funders is on this page.
- How can an organization like EPISCOPAL RETIREMENT HOMES INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Ohio. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 19 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing