Episcopal Retirement Services

Overview

Mission

Since 1951, Episcopal Retirement Services (ERS) has worked to enrich the lives of older adults in a person-centered, innovative, and spiritually-based way, serving older adults through senior living communities and in-home and community-based services. Rooted in our Episcopal faith tradition, our core values create an unwavering and unchanging guide for how we advance our mission. Relationships:** Recognizing and encouraging deep and meaningful relationships among all we serve, and believing all individuals have infinite worth and deserve respect. Integrity:** Acting under the highest ethical standards with honesty, trustworthiness, transparency, and sincerity. In addition to retirement communities, ERS provides services for seniors living in their own homes through Living Well Senior Solutions and Deupree Meals On Wheels. Core Values of our Senior Care Rooted in our Episcopal faith...

Operating model

Revenue model

Earned-program. 92% of the money available for current operations came from fees and other program revenue.

Distribution model

Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.

Rating breakdown

• Financial Efficiency: 75
• Transparency & Controls: 65
• Accountability: 91
• Sustainability: 38
• Growth: 20

Detailed rating inputs

Details

• What they do: 2 programs and campaigns described on the official site · 1 operating location identified
• Where the money goes: 87.1% of revenue deployed · 74.7% of spending went to programs
• Governance: 18 of 18 board members independent · 7 of 9 filing controls reported
• Programs: 1 filed program accomplishment · $7.9M in reported program spending
• Leadership: top reported pay $537K · 25 people listed · 0 of 6 pay-setting controls reported
• Highest-paid contractors: 1 contractor listed · $305K reported
• Consistency: 35 of 36 current checks pass · 1 finding to review
• Schedules: 7 filed schedules · includes major donors and executive pay
• Filing history: 13 filing years from 2010 to 2024
• Contacts: How to reach this organization
• Related organizations: 5 filed related-organization links
• Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
• People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

• High — Transparency & Controls: Pay-setting controls scored 0/100.
• High — Financial Efficiency: Fundraising efficiency scored 13/100.
• High — Sustainability: Operating margin scored 8/100.
• High — Growth: Program expense growth scored 0/100.
• High — Growth: Revenue growth scored 0/100.
• Review — Accountability: Governance controls: 2 of 9 not reported.
• High — Sustainability: Liabilities to assets ratio scored 9/100.
• Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
• High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.