Nonprofit screen
Screen a listEpiscopal Retirement Services Foundation
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- Supporting organization, type not stated
$2.2Mrevenue
FY2024 · +36% in 3 yrs8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−30.1%
Months of reserve13.6mo
Revenue growth (annualized)−9.9%
Middle half of peersMedianEpiscopal Retirement Services
Where the money goes FY2024 · $2.9M spent
Programs$2.9M100%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$652k in FY2022, −$1.5M in FY2023 and −$664k in FY2024. Cash covers 13.6 months, above the peer median of 3.2.
990 Part I and balance sheetIn its favor1
Strong governance
12 of 12 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI14funders
$752ka year, last 3 years
86%from its largest funder
Funder’17’18’19’20’21’22’23L & L Nippert Charitable Foundation Inc Attn Carter F Randolph PhdOn and off$45k$86kOhio Capital Impact CorporationSince FY2021$60k$34k$30kThe Thomas J Emery MemorialOn and off$40k$25kOhio Valley Foundation Fifth Third BankOn and off$25kMeals on Wheels AmericaOn and off$15kRobert H & Susan F Castellini FoundationOn and off$100Donor-advised giftsDonors not disclosed$159k$212k$155k$339k$262k$65k$1.7M2 other fundersUp to $100 a year each$100$55
FundedThrough a donor-advised fund