Episcopal Retirement Homes Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
WE ENRICH THE LIVES OF OLDER ADULTS IN A PERSON-CENTERED, INNOVATIVE, AND SPIRITUALLY BASED WAY.
- Income
- $42.8 million
- Spending
- $41.3 million
- Spent on programs
- 75%
- Reserves
- -10.8 months of spending
- Largest source of income
- fees for its services, 92%
- Employees
- 818
- Volunteers
- 326
- Highest pay
- $537,180, ceo
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Weak: 47 out of 100. Higher than 20% of charities in its peer group (human services, $10m to $100m).
Reserves
0 of 35Spendable reserves are negative: it owes or has committed more than it holds.
Debt
2 of 20It owes 86% of what it owns.
Living within its means
15 of 15Income exceeded spending by 3% of income.
Income trend
15 of 15Income rose 7% on the year before.
Spending floor
15 of 1575% of spending went to programs and raising each dollar of donations cost 18 cents.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 35% of charities in its peer group (human services, $10m to $100m).
Independent board
25 of 2518 of 18 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (5)
- $19.5 million spent. 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 2024, MARJORIE P. LEE SPENT OVER $498,000 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 FIFTEENTH 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.
- $10.4 million spent. 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.
- $764,243 spent. DEUPREE MEALS ON WHEELS: DEUPREE MEALS ON WHEELS DELIVERED OVER 104,000 MEALS IN 2024 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 532 CLIENTS. MEALS ARE DELIVERED EACH DAY BY COMPASSIONATE AND CARING MEMBERS OF OUR TEAM ALONG WITH A DEDICATED TEAM OF 59 VOLUNTEERS. THESE VOLUNTEERS GAVE 9,325 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 ALTERNATUVE FOR CONGREGATE OR RESTAURANT MEALS. IN 2024, THE PROGRAM SERVED 735 PARTICIPANTS OVER 9,000 MEALS.
- $425,350 spent. AS A NOT-FOR-PROFIT, WE ARE ABLE TO REINVEST FUNDS RATHER THAN PAY OWNERS OR INVESTORS. EVERYTHING WE DO IS DRIVEN BY THE NEEDS AND WELL-BEING OF THOSE WE SERVE AND THE RESULTS ARE REMARKABLE: INDEPENDENCE AND REAL COMMUNITY, FAITH-BASED VALUES, A WELCOMING SPIRIT, INNOVATIVE SERVICES AND LONG-TERM EXPERIENCE. EPISCOPAL RETIREMENT HOMES, INC. (ERH) HAS SEVERAL PROGRAMS THAT REACH OUT INTO THE COMMUNITY TO EXPAND OUR MISSION TO OLDER ADULTS.LIVING WELL SENIOR SOLUTIONS: LIVING WELL SENIOR SOLUTIONS (LWSS) IS AN AGING LIFE CARE SERVICE THAT ADDRESSES THE CHALLENGES OF HOME-BASED ELDER CARE MANAGEMENT. FROM SITUATION ASSESSMENT TO PLAN IMPLEMENTATION, WE ARE THE EXPERTS WHO WILL GUIDE FAMILIES TO SAFE AND HEALTHY LIVING FOR THEIR LOVED ONES. WHEN FACED WITH THE RESPONSIBILITY OF CARING FOR AN ELDERLY LOVE DONE, MOST PEOPLE LACK EITHER THE EXPERIENCE AND KNOWLEDGE NECESSARY OR THE TIME REQUIRED TO EFFECTIVELY FULFILL THE ROLE OF CAREGIVER. HELPING FIND ANSWERS AND CONNECT LOVED ONES WITH THE RIGHT HEALTHCARE PARTNERS GIVES THE PEACE OF MIND OF KNOWING THAT ELDERLY LOVED ONES WILL RECEIVE THE RIGHT CARE AND SERVICES.OFTEN AN UNEXPECTED HEALTH PROBLEM OR CHANGE IN A LONG-TERM CARE SITUATION TRIGGERS A CRISIS AND RESULTS IN A HIGH LEVEL OF STRESS AND A FLURRY OF ACTIVITY. FEAR, CONFUSION, GUILT, AND FRUSTRATION OFTEN SURFACE AS PEOPLE ATTEMPT TO NAVIGATE THROUGH THE MAZE OF HEALTHCARE OPTIONS AND CHOICES. A TEAM OF ADVISORS AND CARE EXPERTS FROM LWSS PROVIDES THE ANSWERS AND GUIDANCE NECESSARY TO ENSURE EVERYTHING POSSIBLE IS BEING DONE TO ENSURE THE BEST CARE POSSIBLE. THIS MIGHT INCLUDE IN-HOME CARE CHOICES WHEN STAYING AT HOME IS THE DESIRED OPTION OR HELPING GUIDE DECISIONS ON CARE OPTIONS OUTSIDE THE HOME IF APPROPRIATE.WE PROVIDE AS MUCH OR AS LITTLE CARE MANAGEMENT AS CLIENTS WANT, AND OUR SERVICES INCLUDE PROVIDING ANSWERS TO MEDICARE AND INSURANCE QUESTIONS, 24-HOUR NURSING CARE, ACCOMMODATING CLIENTS ON A DOCTOR'S VISIT, AND ACTING AS AN ADVOCATE DURING A HOSPITAL STAY. THE TEAM'S COMPASSION IS SURPASSED ONLY BY THEIR PROFESSIONALISM, AND TIME AND AGAIN WORDS LIKE "RELIEF," "PEACE OF MIND, AND "GODSEND" ARE USED BY OUR CLIENTS TO DESCRIBE THEIR FEELINGS ONCE THE TEAM GETS INVOLVED. THE PROGRAM SERVED 70 INDIVIDUALS WITH APPROXIMATELY 2,200 CARE MANAGER HOURS IN 2024.
- PARISH HEALTH MINISTRY: PARISH HEALTH MINISTRY (PHM) WORKS WITH 80 CHURCHES AND OTHER PARTNERS ENCOURAGING THEM TO RENEW THEIR ROLE IN HEALTHCARE THROUGH ADVOCACY, EDUCATION, AND WELLNESS PROGRAMS. WITH A TEAM OF PARISH NURSES AND VOLUNTEERS, PHM TOUCHES THE LIVES OF OVER INDIVIDUALS EACH YEAR. OUR VOLUNTEERS AND PARISH NURSES PROVIDE VALUABLE COMMUNITY BASED HEALTHCARE SERVICES IN THE FORM OF SCREENINGS AND EDUCATION AND PROMOTE HEALTH AND WELLNESS IN THE COMMUNITY THROUGH VISITS TO HOSPITALS, NURSING HOMES, AND PRIVATE HOMES. THE PROGRAM WAS TEMPORARILY ON HOLD IN 2024, BUT EXPECTED TO BE ACTIVE IN 2025.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since November 1952.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
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