Episcopal Retirement Services

Legal name: Episcopal Retirement Homes Inc

Nonprofit profile at a glance

EIN
310554071
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Cincinnati, OH, USA
Phone
5132719610
Rating
75
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Supportive Housing for Older Adults
Affiliation
Christianity

Official website

Reported finances

Revenue
$42,799,123
Expenses
$41,319,164
Assets
$61,975,284
Liabilities
$53,273,787

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

30 people listed

Executive titles in this filing

  • LAURA LAMB (CEO)
  • WINDY N MCCAUGHEY (EXECUTIVE DIRECTOR, DEUPREE ADMIN)
  • JOY BLANG (EXECUTIVE DIRECTOR, PHILANTHROPY)

Highest reported compensation

  • LAURA LAMB (CEO): $537,180 total reported compensation
  • DANIEL STEWARD (CFO): $307,910 total reported compensation
  • BEVERLY EDWARDS (VP, RESIDENTIAL HEALTHCARE): $217,518 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

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. 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 tradition, our core values create an unwavering and unchanging guide for how we advance our mission.

What it reported doing in 2024

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 2024, deupree house provided over $280,000 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.

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. The filing does not identify recipients for some grant dollars and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 72
  • Accountability: 100
  • Sustainability: 44
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 71.8%; rating input score 72
  • Program expense ratio: 75.3%; rating input score 75
  • Fundraising efficiency: $5.62 raised per $1 spent on fundraising; rating input score 23; 23rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 10th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 30.1%; rating input score 30; 9th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.5%; rating input score 48; 48th percentile among comparable filings
  • Total-asset coverage ratio: 1.5; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: 0.86; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 6.1%; rating input score 42; 42nd percentile among comparable filings

Growth

  • Program expense growth: 4.1% per year; rating input score 100; 34th percentile among comparable filings
  • Revenue growth: 3.6% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: -1.4% per year; rating input score 0; 7th percentile among comparable filings

Details

  • What they do: 2 programs and campaigns described on the official site
  • Where the money goes: 71.8% of revenue deployed · 75.3% of spending went to programs
  • Governance: 18 of 18 board members independent · 9 of 9 filing controls reported
  • Programs: 5 filed program accomplishments · $31.1M in reported program spending
  • Leadership: top reported pay $537K · 30 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $3.6M reported
  • Consistency: 35 of 36 current checks pass · 1 finding to review
  • Schedules: 9 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 4 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

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.

  • Moderate — Transparency & Controls: Grant itemization coverage scored 30/100.
  • High — Financial Efficiency: Fundraising efficiency scored 23/100.
  • Moderate — Sustainability: Operating margin scored 48/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 51/100.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 42/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.