Ohio · Nonprofit
EPISCOPAL RETIREMENT SERVICES
EPISCOPAL RETIREMENT SERVICES (Ohio) receives grants from 15 organizations whose IRS filings report $1,123,739 to it, the largest being MILLSTONE FUND ($270,000). 11 of them have funded it in more than one year.
- Revenue FY2024
- $8.0M
- Funders on record
- 15
- Grants received
- $1.1M
- Net assets
- $22M
What Episcopal Retirement Services does
Mission
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.
As stated on its FY2024 Form 990.
Programs
Affordable senior living: all older adults, regardless of income, deserve to live in a safe, comfortable and enriching environment. Across our region and around the country, the need for affordable living for seniors is growing at an alarming pace. For every single senior affordable living apartment available, there are ten individuals waiting for housing and by the year 2030, the 65 yearold population willhave doubled. At Episcopal Retirement Services (ers), we are rapidly positioning ourselves to be leaders in the industry to address this emerging national crisis. Affordable senior living by ers is more than a set of apartment buildings. We are in the business of building communities where seniors can thrive physically, emotionally, and socially by providing a wide range of amenities and services.Episcopal Retirement Services affordable living, llc (ersal) is an ohio limited liability company of which ers is the sole member. Ersal provides the development and management services for the projects owned and/or managed by ersal. These projects provide the housing for seniors, the handicapped and lowincome persons through various nonprofit corporations, limited partnerships, and…
$5,741,728 spent$6,569,787 earned by the program90% of program spendingEpiscopal Retirement Services development, llc: the Episcopal Retirement Services development llc is an ohio limited liability company of which ers is the sole member.
$669,942 spent$16,865 earned by the program10% of program spending
The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $6,411,670.
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 2019 to 2020, from $21M to $25M (+19%).
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.
11% of EPISCOPAL RETIREMENT SERVICES’s revenue is contributions — about as donation-reliant as the typical peer (39% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 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.
Chief executive
Laura Lamb
CEO
Board chair
Tom Regan
Chair
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 2 funders to 6 funders, grant income rose $49k → $205k.
3 of 15 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 2% 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: $2.1M 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 SERVICES raised.
From the IRS filings of EPISCOPAL RETIREMENT SERVICES’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 SERVICES has a broad base — no single funder exceeds 24% 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
Largest funder’s share by year: 2017 90% · 2019 60% · 2020 46% · 2021 54% · 2022 60% · 2023 49% — diversifying over time.
“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
44% of EPISCOPAL RETIREMENT SERVICES's funders are still giving 3 years after their first grant; 73% 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
76% of EPISCOPAL RETIREMENT SERVICES's grant income comes from Ohio funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $18k arriving through sponsors registered in 3 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 SERVICES runs a healthier operating margin than half of the 3,973 housing & shelter nonprofits its size.
this organization peer median middle 50% of peers· 3,973 housing & shelter nonprofits $1M–$10M, FY2024
Organizations like EPISCOPAL RETIREMENT SERVICES
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
100% of spending goes to programs.
Governance
Footprint & structure
Files a return copy in 1 state
Part of a family of 67 related entities
- Episcopal Retirement Services Affordable Living LLC · disregarded
- Episcopal Retirement Services Development LLC · disregarded
- Episcopal Retirement Homes Strategic Investments LLC · disregarded
- Erhal Holdings LLC · disregarded
- Springfield Shawnee Parking LLC · disregarded
Screen this organization
A dated, signed PDF of the compliance screen for EPISCOPAL RETIREMENT SERVICES: 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 SERVICES?
- EPISCOPAL RETIREMENT SERVICES (Ohio) receives grants from 15 organizations whose IRS filings report $1,123,739 to it, the largest being MILLSTONE FUND ($270,000). 11 of them have funded it in more than one year.
- How many funders does EPISCOPAL RETIREMENT SERVICES have?
- IRS filings report 15 organizations giving $1,123,739 in grants to EPISCOPAL RETIREMENT SERVICES, 11 of which have funded it in more than one year.
- Who is the largest funder of EPISCOPAL RETIREMENT SERVICES?
- MILLSTONE FUND is the largest funder on record, with $270,000 in grants. The full list of funders is on this page.
- How can an organization like EPISCOPAL RETIREMENT SERVICES 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.
Play a game about who funds Episcopal Retirement Services →
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 15 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