EPISCOPAL RETIREMENT HOMES INC

EIN: 310554071 501(c)(3) Human Services

CINCINNATI, OH

Total Revenue
$39,959,006
Total Expenses
$39,810,454
Total Assets
$58,629,055
Net Assets
$6,803,679
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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
OH
Principal Officer
LAURA LAMB
Phone
5132719610
Tax Period
2023-01-01 to 2023-12-31

EPISCOPAL RETIREMENT HOMES INC, founded in 1951, is a mid-sized nonprofit in the Human Services sector that reported $40.0M in total revenue in fiscal year 2023.

Mission

WE ENRICH THE LIVES OF OLDER ADULTS IN A PERSON-CENTERED, INNOVATIVE, AND SPIRITUALLY BASED WAY.

Program Service Accomplishments

Program 1
Expenses: $19,279,321 Revenue: $20,339,486

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...

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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 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 FOURTEENTH 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.

Program 2
Expenses: $11,059,551 Revenue: $12,935,148

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...

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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 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 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.

Program 3
Expenses: $730,936 Revenue: $1,061,632

DEUPREE 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...

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DEUPREE 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.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,693,934
Program Service Revenue $34,520,710
Investment Income $694,264
Other Revenue $50,098
TOTAL REVENUE $39,959,006

Expense Breakdown

Grants Paid $8,445
Salaries & Benefits $22,007,922
Fundraising Expenses $513,732
Program Expenses $31,201,923
Other Expenses $17,794,087
TOTAL EXPENSES $39,810,454

Year-over-Year Comparison

2023 2022 Change
Revenue $39,959,006 $37,204,804 +0.1%
Expenses $39,810,454 $37,823,186 +0.1%
Net Income $148,552 $-618,382 -1.2%
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
16
Independent Members
16
Employees
783
Volunteers
416

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
$1,825,477
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THOMAS W REGAN CHAIRMAN 0.20
Officer Director
$0 $0 $0
DORA ANIM DIRECTOR 0.20
Director
$0 $0 $0
W THOMAS COOPER DIRECTOR 0.20
Director
$0 $0 $0
THE REV DARREN ELIN DIRECTOR 0.20
Director
$0 $0 $0
THE REV JOHN FRITSCHNER DIRECTOR 0.20
Director
$0 $0 $0
JOANN HAGOPIAN DIRECTOR 0.20
Director
$0 $0 $0
ALAN HARTMAN DIRECTOR 0.20
Director
$0 $0 $0
GREGORY HOPKINS DIRECTOR 0.20
Director
$0 $0 $0
ERIC KEARNEY DIRECTOR 0.20
Director
$0 $0 $0
THE REV CANON JACK KOEPKE DIRECTOR 0.20
Director
$0 $0 $0
GERRON MCKNIGHT DIRECTOR 0.20
Director
$0 $0 $0
JENNY PAYNE DIRECTOR 0.20
Director
$0 $0 $0
APRYL POPE DIRECTOR 0.20
Director
$0 $0 $0
ALBERT SMITHERMAN DIRECTOR 0.20
Director
$0 $0 $0
CHIP WORKMAN DIRECTOR 0.20
Director
$0 $0 $0
ELIZABETH ZWILLING DIRECTOR 0.20
Director
$0 $0 $0
LAURA LAMB CEO 10.00
Officer
$518,728 $76,758 $595,486
DANIEL STEWARD CFO 10.00
Officer
$252,506 $35,142 $287,648
BEVERLY EDWARDS VP, RESIDENT HEALTHCARE 10.00
Officer
$202,734 $3,459 $206,193
JOAN WETZEL VP, HR & ORG. DEV. 10.00
Officer
$169,067 $36,138 $205,205
JAMES WILSON VP, AFFORDABLE LIVING 10.00
Officer
$186,306 $15,285 $201,591
BRYAN REYNOLDS VP, MARKETING (UNTIL 12/29/23) 10.00
Officer
$141,924 $37,116 $179,040
MEGAN BRADFORD VP, MIDDLE MARKET & MINISTRY 10.00
Officer
$146,102 $4,212 $150,314
JOY BLANG EXECUTIVE DIRECTOR PHILANTHROPY 40.00
Highest
$128,821 $42,649 $171,470
LILLIE M MECHEAU VERSATILE WORKER 40.00
Highest
$152,085 $25,992 $178,077
WINDY N MCCAUGHEY EXECUTIVE DIRECTOR 40.00
Highest
$144,455 $23,309 $167,764
JUDITH DEAN DIRECTOR OF NURSING 40.00
Highest
$124,384 $25,397 $149,781
ANTHONY WILLIAMS ADMINISTRATOR 40.00
Highest
$120,013 $21,084 $141,097
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 $39,959,006 $39,810,454 $58,629,055 $148,552
2022 $37,204,804 $37,823,186 $61,823,723 $-618,382
2021 $34,850,221 $35,724,743 $65,176,773 $-874,522
2020 $36,529,567 $36,712,962 $69,550,894 $-183,395
2019 $33,384,958 $33,817,706 $69,927,186 $-432,748
2018 $32,598,967 $32,184,501 $67,362,870 $414,466
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