2025-11-03T14:53:50-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-01-01 731635264 EPISCOPAL RELIEF AND DEVELOPMENT EPIS 8553124325 815 SECOND AVE NEW YORK NY 10017 SERGIO LOPEZ SOTO CHIEF OF FINANCE & OPERATIONS 8553124325 2025-10-31 1 0 SCOTT THOMPSETT P00741490 2125990100 2025-10-31 2024 2025-03-06 01:10:19Z ROBERT W RADTKE 815 SECOND AVE NEW YORK NY 10017 29802695 0 X WWW.EPISCOPALRELIEF.ORG X 2002 NY WE ADVANCE LASTING CHANGE IN CO- MMUNITIES IMPACTED BY INJUSTICE, POVERTY DISASTER & CLIMATE CHANGE. 18 16 77 200 0 0 21683372 27681831 0 0 818061 1898506 18751 222358 22520184 29802695 12818707 14168945 0 0 9944637 12547595 618943 482155 2721654 4472391 5064917 27854678 32263612 -5334494 -2460917 37606215 37696238 3819835 6668062 33786380 31028176 X EPISCOPAL RELIEF & DEVELOPMENT (THE ORGANIZATION") IS AN AFFILIATE OF THE DOMESTIC AND FOREIGN MISSIONARY SOCIETY OF THE PROTESTANT EPISCOPAL CHURCH OF THE UNITED STATES OF AMERICA (THE "SOCIETY OR "DFMS"). (SEE SCHEDULE O) 0 0 19456080 9769698 159580 SUSTAINABLE DEVELOPMENTTHE ORGANIZATION PARTNERS WITH LOCALLY-LED ORGANIZATIONS AROUND THE WORLD TO ADVANCE LASTING CHANGE IN COMMUNITIES IMPACTED BY INJUSTICE, POVERTY, DISASTER AND CLIMATE CHANGE THROUGH AN INCLUSIVE, COMPREHENSIVE, FORWARD-LOOKING APPROACH THAT BUILDS ON A COMMUNITY'S EXISTING STRENGTHS, ASSETS AND RESOURCES. USING THE SUSTAINABLE DEVELOPMENT GOALS ("SDGS") AS A FRAMEWORK, THE ORGANIZATION CREATES LONG-TERM DEVELOPMENT STRATEGIES, DEMONSTRATING A MEASURABLE IMPACT IN THE FOLLOWING INTERCONNECTED PRIORITY AREAS: (SEE SCHEDULE O)WOMEN AND GIRLS: EVERYONE DESERVES TO LIVE FREE FROM VIOLENCE IN A SOCIETY WHERE THEY ARE TREATED WITH DIGNITY AND RESPECT. TOGETHER WITH LOCAL PARTNERS, THE ORGANIZATION EQUIPS FAITH LEADERS AND OTHER TRUSTED CHANGE AGENTS TO CONFRONT HARMFUL SOCIAL NORMS AND BEHAVIORS, PREVENTING AND RESPONDING TO VIOLENCE AGAINST WOMEN AND GIRLS AND ADVANCING WOMEN'S EMPOWERMENT.EARLY CHILDHOOD DEVELOPMENT: THE QUALITY OF CARE THAT CHILDREN RECEIVE DURING THE FIRST 1,000 DAYS OF LIFE AFFECTS THEM IN WAYS THAT LAST A LIFETIME. IN PARTNERSHIP WITH LOCAL FAITH LEADERS AND CHANGE AGENTS, THE ORGANIZATION PROMOTES NURTURING CARE THAT FOSTERS RESPONSIVE CAREGIVING, GOOD HEALTH AND NUTRITION, AND EARLY LEARNING AND PLAY, WHILE WORKING TO REDUCE UNHEALTHY ENVIRONMENTAL FACTORS LIKE POVERTY, MALNUTRITION AND EXPOSURE TO VIOLENCE.CLIMATE RESILIENCE: EXTREME WEATHER EVENTS LIKE HEAT WAVES, DROUGHTS AND FLOODS ARE LEAVING MILLIONS OF PEOPLE WITHOUT FOOD AND WATER. OFTEN, THOSE MOST AT RISK ARE ISOLATED, RURAL, SUBSISTENCE FARMING HOUSEHOLDS, FAR FROM BASIC SUPPORT SERVICES. AN EXTENSIVE FAITH NETWORK ALLOWS THE ORGANIZATION AND LOCAL PARTNERS TO PROVIDE THE SKILLS TRAINING, INFORMATION AND ACCESS TO FINANCIAL RESOURCES HOUSEHOLDS NEED TO RECOVER FROM AND ADAPT TO RISING CLIMATE RISKS AND UNCERTAINTY. 7436109 4399247 0 DISASTER RELIEF & RECOVERYWORKING THROUGH A GLOBAL NETWORK OF FAITH AND SECULAR PARTNERS, THE ORGANIZATION SUPPORTS PEOPLE IN THE UNITED STATES AND AROUND THE WORLD WHO HAVE BEEN IMPACTED BY NATURAL DISASTERS AND HUMAN-MADE CRISES LIKE CONFLICTS. FOUNDED ON A RESPECT FOR THE DIGNITY OF ALL PEOPLE, THE ORGANIZATION'S APPROACH IS INCLUSIVE, COMPREHENSIVE AND FORWARD-LOOKING, BUILDING ON A COMMUNITY'S EXISTING STRENGTHS, ASSETS AND RESOURCES. (SEE SCHEDULE O)U.S. AND GLOBAL: THE ORGANIZATION'S U.S. DISASTER PROGRAM WORKS WITH EPISCOPAL DIOCESES AND OTHER FAITH-BASED ORGANIZATIONS IN THE UNITED STATES TO OFFER RESOURCES AND TRAINING TO STRENGTHEN COMMUNITY PREPAREDNESS IN ADVANCE OF FUTURE CRISES, PROVIDE EMERGENCY RELIEF IN THE WAKE OF A DISASTER, AND SUPPORT LONG-TERM RECOVERY AND RESILIENCE BY INVESTING IN COMMUNITIES LONG AFTER THE CRISIS. TOGETHER WITH ANGLICAN AND EPISCOPAL PARTNERS AROUND THE WORLD, IN ADDITION TO INTERFAITH AND SECULAR PARTNERS, THE ORGANIZATION FOCUSES ON THE MOST UNDERSERVED AND MARGINALIZED COMMUNITIES, PROVIDING TECHNICAL AND FINANCIAL SUPPORT SO LOCAL FAITH AND COMMUNITY PARTNERS CAN DELIVER CRITICAL SUPPLIES AFTER EMERGENCIES, REMAIN AFTER A CRISIS IS OVER TO HELP PEOPLE HEAL, TRAIN COMMUNITY LEADERS TO CARE FOR VULNERABLE POPULATIONS AND ACCOMPANY COMMUNITIES THROUGH THE LONG-TERM RECOVERY PROCESS. 26892189 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 62 0 1 77 1 0 1 GH 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY MD MA MN MS NH NM NY ND OK OR PA RI SC TN UT VA WA WV WI X X X SERGIO LOPEZ 6467265488 815 SECOND AVENUE NEW YORK NY 10017 ROBERT W RADTKE EX-OFFICIO-PRESIDENT & CEO 40.00 0.00 X X 399814 0 108842 REV MICHAEL CURRY THRU 1024 PRES. BISHOP, EX-OFF. & HON CHAIR 1.00 40.00 X X 0 291470 95989 N KURT BARNES EX-OFFICIO MEMBER & CFO 1.00 40.00 X 0 296317 69542 TERI LAWVER CHAIR (THRU 12/24) 1.00 0.00 X X 0 0 0 THE RT REV HECTOR MONTERROSO VICE CHAIR 1.00 0.00 X X 0 0 0 DR DAVID M MARTIN JR TREASURER 1.00 0.00 X X 0 0 0 MIGUEL ESCOBAR SECRETARY 1.00 0.00 X X 0 0 0 SHIRLEY STOVER ALLEN BOARD MEMBER 1.00 0.00 X 0 0 0 DR ROBERT JI MCCOUCH BOARD MEMBER 1.00 0.00 X 0 0 0 THE REV STEVEN D PAULIKAS BOARD MEMBER 1.00 0.00 X 0 0 0 KAREN LONGENECKER LCSW BOARD MEMBER 1.00 0.00 X 0 0 0 MATT SILVA BOARD MEMBER 1.00 0.00 X 0 0 0 KENNETH JONES II BOARD MEMBER 1.00 0.00 X 0 0 0 PUTNEY CLOOS BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL FAETH BOARD MEMBER 1.00 0.00 X 0 0 0 THE REV CANON MICHELE HAGANS BOARD MEMBER 1.00 0.00 X 0 0 0 THE REV CHRISTINE PURCELL BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN VAN DE WEERT BOARD MEMBER 1.00 0.00 X 0 0 0 MS BLANCA TOMAS FAMADAS BOARD MEMBER (AS OF 01/24) 1.00 0.00 X 0 0 0 DAVID WASHER BOARD MEMBER (AS OF 01/24) 1.00 0.00 X 0 0 0 ABAGAIL NELSON EXECUTIVE VICE PRESIDENT 40.00 0.00 X 278173 0 81773 ESTHER COHEN THRU 1224 CHIEF OPERATING OFFICER 40.00 0.00 X 270912 0 67451 JANE CISLUYCIS ACTING COO 1.00 40.00 X 0 206000 52501 ELIZABETH DEISROTH VP, ADVANCEMENT 40.00 0.00 X 190927 0 55531 VICIA S CARRION SENIOR DIRECTOR, HUMAN RESOURCES 40.00 0.00 X 170716 0 70282 TAMMI MOTT VP, GLOBAL PROGRAM OPERATIONS 40.00 0.00 X 192803 0 51473 REV SEAN ROWE AS OF 1124 PRES. BISHOP, EX-OFF.&HON CHAIR 40.00 0.00 X 0 271069 44899 SERGIO J LOPEZ SOTO VP, FINANCE 40.00 0.00 X 168153 0 62933 1671498 1064856 761216 37 0 1 0 SANKY COMMUNICATIONS INC 599 11TH AVENUE 6TH FL NEW YORK NY 10036 FUNDRAISING 482155 ACCENTURE LLP 395 9TH AVENUE NEW YORK NY 10001 ORGANIZATIONAL DEVELOPMENT 282500 EMORY UNIVERSITY 1599 CLIFTON RD NE 4TH FL ATLANTA GA 30322 MTM RESEARCH 129899 METRO GRAPHICS LLC 393 MARCY AVE BROOKLYN NY 11206 PRINTING 118625 CDS GLOBAL PO BOX 360 DES MOINES IA 50302 DATA SVC/PAMENT PR/DONOR MT 101190 6 27681831 27681831 489284 489284 1409222 0 1409222 1409222 1409222 STUDY TOURS 611710 159580 159580 MISCELLANEOUS REVENUE 900099 62778 62778 222358 29802695 159580 0 1961284 1392698 1392698 12776247 12776247 1262964 820927 303111 138926 7425765 5249038 1414514 762213 754430 518209 122939 113282 2299797 2058527 103265 138005 804639 701552 25356 77731 77015 307 76623 85 134847 50149 81594 3104 482155 482155 174047 174047 1922744 1669956 32138 220650 161723 29827 720 131176 214037 158772 47101 8164 18032 17275 378 379 830868 701634 78059 51175 397670 325291 50246 22133 13396 13396 162437 119634 30611 12192 PRINTING/MAILING 577405 51096 29973 496336 EQUIPMENT/SOFTWARE/COMP 369095 247095 63094 58906 RESOURCE/REFERENCE MAT. 11601 3955 2604 5042 32263612 26892189 2649769 2721654 14791220 12068063 4228554 8598898 327682 675975 563113 485214 40449 77899 17767388 15813528 433808 453195 17114 8680 37606215 37696238 1880983 2959381 1938852 3708681 3819835 6668062 X 14659074 8578226 19127306 22449950 33786380 31028176 37606215 37696238 X -2460917 357750 -655037 X 0 1 X 1 0 X 15685463 24468299 37226485 21683372 27681831 126745450 15685463 24468299 37226485 21683372 27681831 126745450 6217126 120528324 3612481 1611306 0 293095 489284 6006166 3598 1785 2051 62778 70212 132821828 190755 0.90740 0.91680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 3,598. 2021 AMOUNT: $ 1,785. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 2,051. 2024 AMOUNT: $ 62,778. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1924530 3799760 78630 15813528 16152378 2527626 844059 68557 17767388 20833079 -3952607 653017 75077 16152378 20176893 1642669 896401 90082 20833079 19418856 3402914 2537714 107163 20176893 0.92970 0.01830 0.05200 1 1 1 8450 6760 1690 554663 478454 76209 77899 ACCRUED POSTRETIREMENT BENEFITS OTHER THAN PENSIONS 2688012 DUE TO DFMS 1011989 OPERATING LEASE LIABILITY 8680 3708681 X 32000625 357750 1937239 14880 2309869 29690756 111939 111939 29802695 34088912 1937239 1937239 32151673 111939 111939 32263612 PART V, LINE 4: THE ORGANIZATION MAINTAINS TWO BENEFICIAL INTERESTS IN TRUSTS, THAT ARE HELD AND MANAGED BY THE DOMESTIC AND FOREIGN MISSIONARY SOCIETY OF THE PROTESTANT EPISCOPAL CHURCH OF THE UNITED STATES OF AMERICA. BOTH OF THESE FUNDS HOLD DONOR AND BOARD-DESIGNATED FUNDS THAT ARE USED TO SUPPORT THE ADMINISTRATIVE AND PROGRAMMATIC ACTIVITIES OF EPISCOPAL RELIEF & DEVELOPMENT. IN ADDITION, CERTAIN DONORS HAVE ESTABLISHED TRUSTS WITH THIRD-PARTY ADMINISTRATORS, TYPICALLY BANKS OR OTHER EPISCOPAL ENTITIES, THE TERMS OF WHICH REQUIRE THE INCOME EARNED FROM SUCH GIFTS TO BE PAID TO THE ORGANIZATION AND/OR OTHER SPECIFIED BENEFICIARIES. PART X, LINE 2: THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS STANDARD PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS "MORE LIKELY THAN NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE STANDARD ALSO PROVIDES GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE AND HAD NO IMPACT ON THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. AS OF DECEMBER 31, 2024 AND 2023, THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN OUTSIDE TRUSTS HELD BY OTHERS 14,880. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 78,630. BANK FEE 33,309. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 78,630. BANK FEE 33,309. PART V, LINE 1E IN 2024, THE BOARD OF DIRECTORS APPROVED AN ADDITIONAL WITHDRAWAL OF $3,000,000 FROM THE INVESTMENTS TO SUPPORT THE ORGANIZATION'S ONGOING STRATEGIC PLAN EFFORTS; THIS AMOUNT IS REPORTED IN PART V, LINE 1(E). 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 2009400 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 2392476 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 80780 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 491452 SOUTH AMERICA 0 0 GRANTMAKING 467199 SOUTH ASIA 0 0 GRANTMAKING 125906 SUB-SAHARAN AFRICA 1 7 GRANTMAKING 7209034 1 7 0 0 1 7 12776247 0 12776247 SUB-SAHARAN AFRICA EARLY CHILDHOOD DEVELOPMENT 1394997 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EMERGENCY RELIEF 1050000 BANK WIRE 0 SUB-SAHARAN AFRICA EARLY CHILDHOOD DEVELOPMENT 944965 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN INTEGRATED CLIMATE RESILIENCE 848856 BANK WIRE 0 SUB-SAHARAN AFRICA EARLY CHILDHOOD DEVELOPMENT 797272 BANK WIRE 0 SUB-SAHARAN AFRICA VIOLENCE PREVENTION, PROTECTION & RESILIENCE 687333 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN INTEGRATED CLIMATE RESILIENCE 477796 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED CLIMATE RESILIENCE 469991 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EMERGENCY RELIEF 450000 BANK WIRE 0 SUB-SAHARAN AFRICA EARLY CHILDHOOD DEVELOPMENT 405547 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN INTEGRATED CLIMATE RESILIENCE 365960 BANK WIRE 0 SUB-SAHARAN AFRICA EARLY CHILDHOOD DEVELOPMENT 359160 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED CLIMATE RESILIENCE 355985 BANK WIRE 0 SUB-SAHARAN AFRICA VIOLENCE PREVENTION, PROTECTION & RESILIENCE 268000 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA EMERGENCY RELIEF 241452 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EMERGENCY RELIEF 229714 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RELIEF 228182 BANK WIRE 0 SUB-SAHARAN AFRICA EARLY CHILDHOOD DEVELOPMENT 217018 BANK WIRE 0 SOUTH AMERICA INTEGRATED CLIMATE RESILIENCE 215302 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN INTEGRATED CLIMATE RESILIENCE 213452 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EMERGENCY RELIEF 208583 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED CLIMATE RESILIENCE 203963 BANK WIRE 0 SUB-SAHARAN AFRICA VIOLENCE PREVENTION, PROTECTION & RESILIENCE 198228 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED CLIMATE RESILIENCE 173175 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED CLIMATE RESILIENCE 171145 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN INTEGRATED DEVELOPMENT 166360 BANK WIRE 0 SOUTH AMERICA INTEGRATED CLIMATE RESILIENCE 128897 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA EMERGENCY RELIEF 120000 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED CLIMATE RESILIENCE 114648 BANK WIRE 0 SUB-SAHARAN AFRICA VIOLENCE PREVENTION, PROTECTION & RESILIENCE 105000 BANK WIRE 0 SOUTH ASIA EMERGENCY RELIEF 100906 BANK WIRE 0 SOUTH AMERICA EMERGENCY RELIEF 98000 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED CLIMATE RESILIENCE 95400 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA EARLY CHILDHOOD DEVELOPMENT 80000 BANK WIRE 0 EAST ASIA AND THE PACIFIC EMERGENCY RELIEF 70780 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) VIOLENCE PREVENTION, PROTECTION & RESILIENCE 55103 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA EMERGENCY RELIEF 50000 BANK WIRE 0 SUB-SAHARAN AFRICA EMERGENCY RELIEF 49992 BANK WIRE 0 SUB-SAHARAN AFRICA VIOLENCE PREVENTION, PROTECTION & RESILIENCE 40802 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED DEVELOPMENT 38381 BANK WIRE 0 SUB-SAHARAN AFRICA EMERGENCY RELIEF 38032 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN INTEGRATED CLIMATE RESILIENCE 35000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RELIEF 30870 BANK WIRE 0 SUB-SAHARAN AFRICA VIOLENCE PREVENTION, PROTECTION & RESILIENCE 30000 BANK WIRE 0 SOUTH ASIA EMERGENCY RELIEF 25000 BANK WIRE 0 SUB-SAHARAN AFRICA EMERGENCY RELIEF 25000 BANK WIRE 0 SOUTH AMERICA INTEGRATED CLIMATE RESILIENCE 25000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) INTEGRATED DEVELOPMENT/EMERGENCY RELIEF 16000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RELIEF 16000 BANK WIRE 0 SUB-SAHARAN AFRICA EMERGENCY RELIEF 15000 BANK WIRE 0 EAST ASIA AND THE PACIFIC EMERGENCY RELIEF 10000 BANK WIRE 0 SUB-SAHARAN AFRICA EMERGENCY RELIEF 10000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RELIEF 10000 BANK WIRE 0 53 0 0 0 0 0 0 0 PART I, LINE 2: EPISCOPAL RELIEF & DEVELOPMENT TAKES ITS GRANT MONITORING RESPONSIBILITIES SERIOUSLY AS IT UNDERSTANDS THAT THE CHARITABLE EFFORTS IT FUNDS REFLECTS ON THE ORGANIZATION. TO THAT END, EPISCOPAL RELIEF & DEVELOPMENT MAY REQUIRE THE GRANTEE TO PROVIDE THE ORGANIZATION WITH A NUMBER OF DIFFERENT REPORTS, INCLUDING: FINANCIAL REPORTS, (E.G. ACTUAL VS. BUDGET REPORTS); EXPENSE MONITORING REPORTS (INCLUDING A REVIEW OF RECEIPTS, CONTRACTS, TITLES AND BANK STATEMENTS), ON-SITE EVALUATIONS, BANK RECONCILIATIONS AS WELL AS EXAMINATIONS BY INDEPENDENT AUDITORS. PART I, LINE 3: ACCOUNTING METHOD - ACCRUAL; EXPENDITURES PER REGION. PART II, LINE 1 ACCOUNTING METHOD: ACCOUNTING METHOD = ACCRUAL. X X X X X 1 SANKY COMMUNICATIONS 599 11TH AVE NEW YORK NY 10036 FUNDRAISING 0 5293637 482155 4811482 5293637 482155 4811482 AL AR CA CO CT DE FL GA HI IL KS KY MA MD MN MS NE NH NM NY ND OK OR PA RI SC TN UT VA WA WV WI 1 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 222584370 501(C)(3) 50000 0 EMERGENCY RELIEF COLABORATIVA LA MILPA 528 EMMA RD ASHVILLE NC 28806 208303608 501(C)(3) 10000 0 HURRICANE RELIEF DIOCESE OF CENTRAL FLORIDA 1017 E ROBINSON ST ORLANDO FL 328012023 596168979 501(C)(3) 20000 0 EMERGENCY RELIEF DIOCESE OF CONNECTICUT 1335 ASYLUM AVE HARTFORD CT 061052295 060646602 501(C)(3) 10000 0 EMERGENCY RELIEF DIOCESE OF EAST TENNESSEE 814 EPISCOPAL SCHOOL WAY KNOXVILLE TX 37932 621218955 501(C)(3) 25000 0 EMERGENCY RELIEF DIOCESE OF FLORIDA 325 NORTH MARKET STREET JACKSONVILLE FL 322022798 590637899 501(C)(3) 15000 0 HURRICANE RELIEF DIOCESE OF GEORGIA 611 EAST BAY ST SAVANNAH GA 314041296 580566215 501(C)(3) 25000 0 HURRICANE RELIEF DIOCESE OF LOS ANGELES PO BOX 512164 LOS ANGELES CA 90051 951684078 501(C)(3) 10000 0 HURRICANE RELIEF DIOCESE OF PUERTO RICO PO BOX 902 SAINT JUST PR 009780902 660197834 501(C)(3) 225000 0 EMERGENCY RELIEF DIOCESE OF RIO GRANDE 6400 COORS BLVD NW ALBUQUERQUE NM 87120 850152901 501(C)(3) 30000 0 HURRICANE RELIEF DIOCESE OF THE EPISCOPAL CHURCH OF LOUISIANA PO BOX 5026 BATON ROUGE LA 708215026 720475542 501(C)(3) 204000 0 EMERGENCY RELIEF DIOCESE OF WESTERN NORTH CAROLINA 900-B CENTRE PARK DR ASHVILLE NC 28805 560552779 501(C)(3) 87000 0 EMERGENCY RELIEF EPISCOPAL CHURCH IN DIOCESE OF NORTHERN CALIFORNIA 350 UNIVERSITY AVE SUITE 280 SACRAMENTO CA 95825 941408152 501(C)(3) 120000 0 HURRICANE RELIEF EPISCOPAL DIOCESE OF SOUTHWEST FLORIDA 7313 MERCHANT COURT SARASOTA FL 34240 591282026 501(C)(3) 125000 0 EMERGENCY RELIEF HEBREW IMMIGRANT AID SOCIETY-HIAS 1300 SPRING ST SUITE 500 SILVER SPRING MD 20910 135633307 501(C)(3) 70000 0 EMERGENCY RELIEF JOINT LEARNING INITIATIVE ON FAITH AND LOCAL COMMUNITIES 220 L STREET NW STE 100-154 WASHINGTON DC 20005 810792145 501(C)(3) 20000 0 EMERGENCY RELIEF THE EPISCOPAL CHURCH IN HAWAII 229 QUEEN EMMA SQUARE HONOLULU HI 96813 990073522 501(C)(3) 275150 0 DISATER RELIEF THE EPISCOPAL DIOCESE OF VERMONT 5 ROCK POINT RD BURLINGTON VT 054082735 311629166 501(C)(3) 10000 0 DISATER RELIEF THE EPISCOPAL DIOCESE OF VIRGINIA 110 WEST FRANKLIN ST RICHMOND VA 23220 540505890 501(C)(3) 8000 0 DISATER RELIEF TOGETHER LOUISIANA 2721 BOARD ST NEW ORLEANS LA 70125 852994623 501(C)(3) 50000 0 DISATER RELIEF 20 0 PART I, LINE 2: EPISCOPAL RELIEF & DEVELOPMENT TAKES ITS GRANT MONITORING RESPONSIBILITIES SERIOUSLY AS IT UNDERSTANDS THAT THE CHARITABLE EFFORTS IT FUNDS REFLECTS ON THE ORGANIZATION. TO THAT END, EPISCOPAL RELIEF & DEVELOPMENT MAY REQUIRE THE GRANTEE TO PROVIDE THE ORGANIZATION WITH A NUMBER OF DIFFERENT REPORTS, INCLUDING: FINANCIAL REPORTS, (E.G. ACTUAL VS. BUDGET REPORTS); EXPENSE MONITORING REPORTS (INCLUDING A REVIEW OF RECEIPTS, CONTRACTS, TITLES AND BANK STATEMENTS), ON-SITE EVALUATIONS, BANK RECONCILIATIONS AS WELL AS EXAMINATIONS BY INDEPENDENT AUDITORS. X X X 0 0 0 0 0 0 0 0 0 ROBERT W RADTKE EX-OFFICIO-PRESIDENT & CEO 399814 0 0 0 0 0 68553 0 40289 0 508656 0 0 0 REV MICHAEL CURRY THRU 1024 PRES. BISHOP, EX-OFF. & HON CHAIR 0 291470 0 0 0 0 0 68966 0 27023 0 387459 0 0 N KURT BARNES EX-OFFICIO MEMBER & CFO 0 296317 0 0 0 0 0 36196 0 33346 0 365859 0 0 ABAGAIL NELSON EXECUTIVE VICE PRESIDENT 278173 0 0 0 0 0 31216 0 50557 0 359946 0 0 0 ESTHER COHEN THRU 1224 CHIEF OPERATING OFFICER 270912 0 0 0 0 0 28409 0 39042 0 338363 0 0 0 REV SEAN ROWE AS OF 1124 PRES. BISHOP, EX-OFF.&HON CHAIR 0 271069 0 0 0 0 0 36946 0 7953 0 315968 0 0 JANE CISLUYCIS ACTING COO 0 206000 0 0 0 0 0 24720 0 27781 0 258501 0 0 ELIZABETH DEISROTH VP, ADVANCEMENT 190927 0 0 0 0 0 17902 0 37629 0 246458 0 0 0 TAMMI MOTT VP, GLOBAL PROGRAM OPERATIONS 192803 0 0 0 0 0 18617 0 32856 0 244276 0 0 0 VICIA S CARRION SENIOR DIRECTOR, HUMAN RESOURCES 170716 0 0 0 0 0 16242 0 54040 0 240998 0 0 0 SERGIO J LOPEZ SOTO VP, FINANCE 168153 0 0 0 0 0 15444 0 47489 0 231086 0 0 0 SCHEDULE J ROBERT W. RADTKE, PRESIDENT & CEO, WILL RECEIVE A CONTINGENT RETENTION BONUS OF $84,000 IN CALENDAR YEAR 2027. THIS AMOUNT WILL BE REPORTED AS DEFERRED COMPENSATION IN EQUAL ANNUAL INCREMENTS OF $28,000 ON THE FORMS 990 FOR THE THREE YEARS LEADING UP TO 2027. FORM 990, PART III, LINE 1 EPISCOPAL RELIEF & DEVELOPMENT WAS ESTABLISHED BY A RESOLUTION OF THE GENERAL CONVENTION OF THE EPISCOPAL CHURCH IN 1940 IN ORDER TO MEET THE NEEDS OF EUROPEAN REFUGEES FLEEING WORLD WAR II. TODAY, THE ORGANIZATION WORKS WITH AN EXTENSIVE NETWORK OF FAITH AND COMMUNITY PARTNERS TO ADVANCE LASTING CHANGE IN COMMUNITIES AFFECTED BY INJUSTICE, POVERTY, DISASTER AND CLIMATE CHANGE. WORKING CLOSELY WITH ANGLICAN, ECUMENICAL AND SECULAR PARTNERS, EPISCOPAL RELIEF & DEVELOPMENT SERVES THE NEEDS OF MORE THAN 3 MILLION PEOPLE EACH YEAR. THROUGH ITS SUSTAINABLE DEVELOPMENT AND DISASTER RELIEF AND RECOVERY EFFORTS, THE ORGANIZATION IMPLEMENTS PROGRAMS IN THE FOLLOWING AREAS: EARLY CHILDHOOD DEVELOPMENT, WOMEN AND GIRLS, CLIMATE RESILIENCE AND DISASTER RESPONSE. MISSION AND MANDATE: HTTPS://WWW.EPISCOPALRELIEF.ORG/WHO-WE-ARE/MISSION-AND-MANDATE WHAT WE DO: HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO FINANCIALS HTTPS://WWW.EPISCOPALRELIEF.ORG/WHO-WE-ARE/FINANCIALS/ FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BYLAWS STIPULATE THAT THE BOARD OF DIRECTORS SHALL BE SELF-PERPETUATING, AND THAT DIRECTORS SHALL BE ELECTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS; SUCH ELECTIONS MUST BE RATIFIED BY THE EXECUTIVE COUNCIL OF THE EPISCOPAL CHURCH. THE EXECUTIVE COUNCIL SERVES AS THE GOVERNING BODY OF THE EPISCOPAL CHURCH BETWEEN SESSIONS OF THE GENERAL CONVENTION, AND IS TASKED WITH CARRYING OUT PROGRAMS AND POLICIES ADOPTED BY THE GENERAL CONVENTION. THE ORGANIZATION'S BYLAWS PROVIDE THAT ANY AMENDMENTS TO THE ORGANIZATION'S BYLAWS ARE ONLY EFFECTIVE UPON RATIFICATION BY THE EXECUTIVE COUNCIL OF THE EPISCOPAL CHURCH. FORM 990, PART VI, SECTION A, LINE 7B REFER TO PART VI, LINE 7A NARRATIVE. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS OF FORM 990 THE FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. INITIALLY, THE FORM 990 IS REVIEWED BY THE CHIEF OPERATING OFFICER, THEN PROVIDED TO THE AUDIT AND RISK COMMITTEE OF THE BOARD FOR REVIEW AND COMMENT. THEREAFTER, A COPY OF THE DRAFT FORM 990 IS CIRCULATED ELECTRONICALLY TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER IS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY UPON HIRE, ALL EMPLOYEES ARE REQUIRED TO REVIEW AND COMPLETE A "CONFLICT OF INTEREST" DECLARATION. BOARD AND STAFF CONFLICT OF INTEREST DISCLOSURES ARE MONITORED BY THE OFFICE OF THE PRESIDENT & CEO AND HUMAN RESOURCES. THE ORGANIZATION REQUIRES ALL NEW BOARD MEMBERS TO COMPLETE A DISCLOSURE UPON COMMENCEMENT OF THEIR SERVICE. THESE DISCLOSURES ARE REQUIRED TO BE UPDATED AND REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION AND REVIEW OF COMPENSATION ALL SALARIES AT EPISCOPAL RELIEF & DEVELOPMENT ARE BASED ON MARKET-BASED SALARY SURVEYS CARRIED OUT BY AN INDEPENDENT HUMAN RESOURCE CONSULTANT, IN CONSULTATION WITH THE DEPARTMENT OF HUMAN RESOURCES OF EPISCOPAL RELIEF & DEVELOPMENT. SALARY AND COMPENSATION REVIEWS WERE PERFORMED IN 2023 AND 2024. ACCORDINGLY, ALL SALARIES, INCLUDING THAT OF THE PRESIDENT & CEO, ARE BENCHMARKED AGAINST THE SALARIES OF LIKE POSITIONS AT SIMILAR SIZED RELIEF AND DEVELOPMENT ORGANIZATIONS. ALL SALARIES ARE REVIEWED ON AN ANNUAL BASIS. THE ORGANIZATION COMMISSIONED ITS MOST RECENT EXECUTIVE COMPENSATION STUDY IN CALENDAR YEAR 2024 TO ENSURE THAT THE WAGES IT PAYS ARE COMPARABLE WITH PEER INSTITUTIONS WITHIN ITS GEOGRAPHICAL MARKET. FORM 990, PART VI, SECTION C, LINE 19 ALL OF EPISCOPAL RELIEF & DEVELOPMENT'S AUDITED FINANCIAL STATEMENTS, IRS FORM 990S, AND ANNUAL REPORTS ARE AVAILABLE ON THE ORGANIZATIONAL WEBSITE. FINANCIAL INFORMATION IS ALSO AVAILABLE THROUGH OTHER WEBSITES, SUCH AS THE BETTER BUSINESS BUREAU, CANDID AND CHARITY NAVIGATOR. GOVERNANCE DOCUMENTS AND ORGANIZATIONAL POLICIES ARE AVAILABLE FROM OUR HEADQUARTERS UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN OUTSIDE TRUSTS HELD BY OTHERS 14,880. POSTRETIREMENT RELATED ACTIVITIES OTHER THAN SERVICE COST -669,917. DOMESTIC AND FOREIGN MISSIONARY SOCIETY 815 SECOND AVE NEW YORK NY 10017 135562208 RELIGIOUS NY 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 DOMESTIC AND FOREIGN MISSIONARY SOCIETY M 1410025 COST DOMESTIC AND FOREIGN MISSIONARY SOCIETY K 356598 COST DOMESTIC AND FOREIGN MISSIONARY SOCIETY N 170616 COST