EPISCOPAL HOME CARE & SERVICES

EIN: 270907277 501(c)(3) Health Care

ST PAUL, MN

Total Revenue
$13,579,972
Total Expenses
$13,036,463
Total Assets
$32,030,229
Net Assets
$4,829,020
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
MN
Principal Officer
TOM HENRY
Phone
6516328851
Tax Period
2023-01-01 to 2023-12-31

EPISCOPAL HOME CARE & SERVICES, founded in 2009, is a mid-sized nonprofit in the Health Care sector that reported $13.6M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $13.0M left a modest 4% surplus.

Mission

OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR SENIOR ADULTS BY PROVIDING HOMES AND SERVICES THAT SUPPORT EACH INDIVIDUALS PHYSICAL, SOCIAL, AND SPIRITUAL NEEDS.

Program Service Accomplishments

Program 1
Expenses: $10,283,644 Revenue: $12,522,599

CARE FACILITIES: EPISCOPAL HOME CARE AND SERVICES IS A MINNESOTA NONPROFIT CORPORATION FORMED TO PROVIDE HOME CARE SERVICES TO RESIDENTS OF EPISCOPAL HOMES FACILITIES. IN ADDITION TO THESE...

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CARE FACILITIES: EPISCOPAL HOME CARE AND SERVICES IS A MINNESOTA NONPROFIT CORPORATION FORMED TO PROVIDE HOME CARE SERVICES TO RESIDENTS OF EPISCOPAL HOMES FACILITIES. IN ADDITION TO THESE OPERATIONS, THE DISREGARDED ENTITIES OF EPISCOPAL HOME CARE AND SERVICES INCLUDE THE TERRACE AT IRIS PARK, EPISCOPAL HOMES ON UNIVERSITY AVENUE AND KINDER VILLAGE. EACH OF THESE ENTITIES HAVE THEIR OWN PROGRAM. THE TERRACE AT IRIS PARK OFFERS A 58-UNIT CATERED LIVING FACILITY WITH APARTMENTS FOR ACTIVE, ENGAGED, URBAN SENIORS, AGES 62 YEARS OR OLDER. EPISCOPAL HOMES ON UNIVERSITY AVENUE OPERATES A 60-BED LONG TERM CARE FACILITY THAT STRIVES TO PROVIDE HOUSING AND A VARIETY OF PROGRAMS WHICH EXPAND OPPORTUNITIES FOR OLDER PERSONS TO LEAD INDEPENDENT LIVES.

Program 2
Expenses: $406,868 Revenue: $516,684

KINDER VILLAGE:THE ORGANIZATION BEGAN PROVIDING CHILD CARE AS AN INTERGENERATIONAL CHILD CARE PROGRAM. THE CARE PROGRAM WAS STRUCTURED UNDER THE NAME KINDER VILLAGE. KINDER VILLAGE IS A PROGRAM THAT...

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KINDER VILLAGE:THE ORGANIZATION BEGAN PROVIDING CHILD CARE AS AN INTERGENERATIONAL CHILD CARE PROGRAM. THE CARE PROGRAM WAS STRUCTURED UNDER THE NAME KINDER VILLAGE. KINDER VILLAGE IS A PROGRAM THAT INCLUDES THE FOLLOWING: -SCIENCE & MATH CURRICULUM -MUSIC AND INSTRUMENTAL MOVEMENT -LANGUAGE AND LITERACY -LARGE AND SMALL MOTOR SKILLS -COOKING PROJECTS -ARTS AND CRAFTS WITH GRANDFRIENDS -STORY TIME WITH GRANDFRIENDS -GAMES WITH GRANDFRIENDSTHE BENEFITS OF THIS PROGRAM ARE TWO-FOLD PRIMARILY. FIRST, THE CENTER OFFERS OPPORTUNITIES FOR ELDER RESIDENTS TO INTERACT WITH CHILDREN IN WAYS THAT ARE UNIQUE TO THIS SETTING. RESIDENTS VOLUNTEER THEIR TIME TO READ, PLAY, HOLD OR JUST SPEND TIME WITH CHILDREN. IT GIVES THE RESIDENTS A BURST OF ENERGY SEEING ACTIVE LITTLE PEOPLE. THE RESIDENTS GET OUT AND SOCIALIZE, IT HELPS REDUCE LONELINESS AND FEELING ISOLATED, AND THEY ARE ABLE TO SHARE THEIR TIME AND TALENTS WITH ANOTHER GENERATION. SECONDLY, THE KIDS BENEFIT FROM SEEING THEIR GRAND FRIENDS. MANY KIDS DON'T GET TO SEE EXTENDED FAMILY VERY OFTEN SO THE RESIDENTS BECOME A PART OF THEIR FAMILY. THE KIDS SEE THAT WHEELCHAIRS, WALKERS, AND CANES ARE NOTHING TO FEAR. CHILDREN ARE ACCEPTING OF PEOPLE NO MATTER THEIR AGE. THE ACCESSIBLE NATURE OF THE PROGRAM MEANS THAT CHILDREN ARE NOT TRANSPORTED IN FOR SHORT PERIODS NOR ARE ELDER REQUIRED TO TRAVEL OFF CAMPUS TO PARTICIPATE IN ACTIVITIES. KINDER VILLAGE IS ACCESSIBLE TO THE GENERAL PUBLIC AND MOSTLY UTILIZED BY THE COMMUNITY SURROUNDING THE EPISCOPAL HOMES CAMPUS. KINDER VILLAGE IS PRICED BELOW MARKET TO HELP PROVIDE ACCESS FOR ALL FAMILIES. THERE ARE DISCOUNTS AND SUBSIDIES OFFERED FOR THOSE WHO MAY HAVE DIFFICULTY AFFORDING CHILDCARE. OUR PREFERENCE THOUGH IS TO KEEP RATES LOW TO SERVE MORE PEOPLE THAN SINGLE LARGER SUBSIDIES WOULD PROVIDE.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $310,175
Program Service Revenue $13,039,283
Investment Income $196,720
Other Revenue $33,794
TOTAL REVENUE $13,579,972

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,581,893
Fundraising Expenses $0
Program Expenses $10,690,512
Other Expenses $6,454,570
TOTAL EXPENSES $13,036,463

Year-over-Year Comparison

2023 2022 Change
Revenue $13,579,972 $15,081,137 -0.1%
Expenses $13,036,463 $15,198,796 -0.1%
Net Income $543,509 $-117,659 -5.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
23
Independent Members
23
Employees
154
Volunteers
23

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$905,549
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PETER GOVE CHAIR 0.10
Officer Director
$0 $0 $0
MELISSA GILBERTSON VICE-CHAIR 0.10
Officer Director
$0 $0 $0
BRIAN OSTENSO TREASURER 0.10
Officer Director
$0 $0 $0
CAROL FORBES SECRETARY 0.10
Officer Director
$0 $0 $0
MARK CAPALDINI DIRECTOR 0.10
Director
$0 $0 $0
DAVID CARLSEN DIRECTOR 0.10
Director
$0 $0 $0
TOM COOK DIRECTOR (THRU NOV) 0.10
Director
$0 $0 $0
KATHLEEN CUMMINGS DIRECTOR 0.10
Director
$0 $0 $0
RICHARD CUNNINHAM DIRECTOR 0.10
Director
$0 $0 $0
ANDY CURRIE DIRECTOR 0.10
Director
$0 $0 $0
LOIS CUTLER DIRECTOR 0.10
Director
$0 $0 $0
GENE GELGELU DIRECTOR 0.10
Director
$0 $0 $0
JIHAN GOLDEN DIRECTOR 0.10
Director
$0 $0 $0
MARY GREER DIRECTOR 0.10
Director
$0 $0 $0
SUE HAIGH DIRECTOR 0.10
Director
$0 $0 $0
TOM HOVE DIRECTOR 0.10
Director
$0 $0 $0
JIM HUBER DIRECTOR 0.10
Director
$0 $0 $0
GAYLE KVENVOLD DIRECTOR 0.10
Director
$0 $0 $0
MARY LILJA DIRECTOR 0.10
Director
$0 $0 $0
REV CRAIG LOYA DIRECTOR 0.10
Director
$0 $0 $0
SARAH JANE NOWLIN DIRECTOR 0.10
Director
$0 $0 $0
TOM SCHAEFER DIRECTOR 0.10
Director
$0 $0 $0
JIM SCHEIBEL DIRECTOR 0.10
Director
$0 $0 $0
MARTHA SWENSON DIRECTOR 0.10
Director
$0 $0 $0
MARVIN PLAKUT PRESIDENT/CEO 3.00
Officer
$0 $32,686 $364,418
JOHN T HENRY CFO 3.00
Officer
$0 $37,357 $268,427
MELISSA SCHNEIDER COO 3.00
Officer
$0 $21,836 $200,594
MARY ROUTHIEAUX CAO (THRU NOV) 3.00
Officer
$0 $10,596 $72,110
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $13,579,972 $13,036,463 $32,030,229 $543,509
2022 $15,081,137 $15,198,796 $31,323,931 $-117,659
2021 $13,056,314 $13,700,138 $32,064,886 $-643,824
2020 $13,324,399 $12,853,863 $34,118,658 $470,536
2019 $12,047,650 $12,031,452 $33,331,121 $16,198
2018 $10,770,711 $11,129,284 $33,993,486 $-358,573
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