2011-11-15T07:45:51-08:00 2010-12-31 990 2010-01-01 310554071 Episcopal Retirement Homes Inc EPIS 5132719610 3870 Virginia Avenue Cincinnati OH 45227 Paul J Scheper 2011-11-15 2010 2016-03-07 17:11:31Z Paul J Scheper 3870 Virginia Avenue Cincinnati OH 45227 24108745 false false X www.episcopalretirement.com X 1951 OH For 60 years, Episcopal Retirement Homes (ERH) has been dedicated to improving the lives of older adults through innovative, quality living environments and older adult services delivered by highly experienced and deeply committed professionals. 24 24 468 675 -1422 -1422 1735935 1673936 19500423 22186824 2693985 1364352 -273738 -1172487 23656605 24052625 0 0 12036293 13261398 0 291587 10997035 11938562 23033328 25199960 623277 -1147335 72027770 72094408 49482904 50333487 22544866 21760921 For 60 years, Episcopal Retirement Homes (ERH) has been dedicated to improving the lives of older adults through innovative, quality living environments and older adult services delivered by highly experienced and deeply committed professionals.Founded in 1951, ERH is dedicated to providing services for persons of varying economic circumstances without regard to ethnic origins or religious affiliations. As part of our charitable mission, ERH commits more than $2.2 million each year to philanthropic services for the elderly. One of the uses of these funds is to ensure that no resident in any of our communities will ever be asked to leave for financial reasons. In addition, over a thousand of those we serve are subsidized with financial aid from the corporation.Our mission statement and strategic objectives are:Mission: We enrich the lives of older adults in a person-centered, innovative, and spiritually based way.Objective: We will reach and improve the lives of an increasing number of false false 11918189 13764783 The Marjorie P. Lee community has been enriching the lives of older adults with quality services since 1963, and has become a landmark on the east side Cincinnati suburb of Hyde Park. We offer a choice of accommodations and services for independent living, assisted living, skilled nursing care, and memory support,all under one roof. And with the "Our Promise, Your Future" program, we won't ask any resident to leave for financial reasons. 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.As a financially sound not-for-profit organization, we are able to reinvest funds back into our communities and services rather than use that money to pay dividends to company owners or investors. This means we hire the right professionals who can offer our residents the wide array of quality services they want and need. Our staff is a special group of people who go out of their way to exceed resident expectations on all levels, and this makes a tangible difference in the lives of our residents everyday. Underlying everything we do is our Person-Centered Care philosophy. It means we respect that we are working in your home, so we 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 elders we serve are successful, secure, engaged, and happy, no matter what part of our community they are in.At Marjorie P. Lee it's all right here if you need it.Marjorie P. Lee provides senior apartments in 91 independent living apartments, 35 assisted living apartments, 9 memory support assisted living apartments, and 60 skilled care center beds. During 2010 Marjorie P. Lee spent over $1.1 million on charitable financial assistance, ministry services, chaplaincy and volunteers. A total of 27,227 volunteer hours were contributed for all of ERH. 8053566 9517552 The Deupree House community is comprised of 143 apartments, located on Erie Avenue across from the Hyde Park Country Club. With abundant amenities and services, older adults can live a full and active lifestyle in a neighborhood that's close to everything they might need. We offer a truly unique, non-institutional approach to nursing care which we call 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. The lifestyle at Deupree House offers security and true peace of mind. That's because the finest care at every level is provided, and you will never be asked to leave for financial reasons. Deupree Cottages offers skilled nursing care and 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 your image of what a nursing home should be. Whether you are there for short term rehab or long term care, our Person-Centered Care approach will ensure you feel like you 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 include:o Care monitored by interdisciplinary team including nurses, social services specialist, activities director, and spiritual care professionalso Highly experienced team of certified physical therapistso Specially trained Person-centered care staff o Daily schedule adapted to resident's personal lifestyle and needso All rooms and suites are private with bathrooms and walk-in showerso Clinical services including visiting specialists available as neededo Excellent food prepared in our own community kitchenso Wireless Internet for residents and visitorso Comfortable family room with fireplace and flat screen TVo Use of Deupree House Fitness Zone and aquatics centero Participation in activities as appropriate such as movie nights, concerts, seminars, outings, etc.o Beautiful gardens and walking areaso Short term / transitional care may be availableIn 2010 Deupree House provided $386,000 for charitable financial assistance, ministry services, chaplaincy and volunteers. 1012615 1479955 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, and a welcoming spirit. Innovative services and long-term experience. Episcopal Retirement Homes is dedicated to helping older adults live well into the future.ERH has several programs that reach out into the community to expand our mission to elder adults.Deupree Meals on Wheels delivers over 75,000 meals a year to local neighborhoods, complete with a smile and a friendly chat. Our meals are prepared in our own kitchens and exceed Council on Aging minimums for nutrition. They are delivered mostly by a dedicated team of over 100 volunteers. These volunteers average about 18 years of service and take a personal interest in the well being of our clients. We make special meals for those with allergies or other medical conditions and we make adjustments to our dleivery 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.Working with over 70 churches, Parish Health Ministry encourages them to renew their role in health care through advocacy, education, and wellness programs. Our volunteers and parish nurses provide valuable community based health care services in the form of screenings and education. With over 500 volunteers, we visit hospitals, nursing homes and private homes as well as make contact by phone or at church. As a result of the screening and discussions, over 750 referrals were made by the team to physicians, clergy, parish nurses and others in a position to help in 2010. The majority of these were a result of blood pressure testing. Assisting in the transition back to home and the community after a health related event is another valuable service this team provides and they have an impact on making the re-entry to local neighborhoods a more successful experience, and therefore have a positive effect on reducing re-admissions to hospitals and rehab facilities.Living Well Senior Solutions addresses the challenges of home-based elder care management. From situation assessment to plan implementation, we are the experts who will guide you to safe and healthy living for your loved ones. When faced with the responsibility of caring for an elder loved one, most people lack either the experience and knowledge necessary or the time required to effectively fulfill the role of caregiver. Helping you find answers and connect you with the right healthcare partners gives you the peace of mind of knowing that your elder loved one 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. Your 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 your decision on care options outside the home if appropriate.We provide as much or as little care management as you want and our services span everything from providing answers to Medicare and insurance questions, to 24 hour nursing care, to accomodating you or a loved one on a doctor's visit, to acting as your 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.60 years ago ERH saw the power of community, the spirit of compassion and the inspiration from helping others and we have been dedicated to this ever since. 20984370 true false false false false false false false false false true false false true true false false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 19 0 true 468 true true true false false false false false false false false false 0 false false false false false false false false false false false X 24 24 true false false false true true true true true false false false true true true true true true true true true true OH X X X Chris Guin 5132719610 3870 Virginia Avenue Cincinnati OH 45227 Vicki Martini 40.00 X 47647 0 6106 Trish Martindell 20.00 X 0 0 0 Tom Regan 1.00 X 0 0 0 Tate Greenwald 5.00 X 0 0 0 Rt Rev Kenneth L Price Jr 1.00 X 0 0 0 Robin Smith 5.00 X 0 0 0 Robert LaShelle 1.00 X 0 0 0 Richard N Adams 1.00 X 0 0 0 Rev Bruce Freeman 5.00 X 0 0 0 Rev Anne Warrington Wilson 1.00 X 0 0 0 Randal C Young 1.00 X 0 0 0 R Douglas Spitler 40.00 X 273082 0 55231 Paul J Scheper 40.00 X 173513 0 33954 Miner Raymond 1.00 X 0 0 0 Miles Schmidt 1.00 X 0 0 0 Michael T Schueler 1.00 X 0 0 0 Lauris Woolford 1.00 X 0 0 0 Laura R P Lamb 40.00 X 160562 0 26271 Kit Duval 5.00 X 0 0 0 Ken Paley 40.00 X 131950 0 20978 Keith Lawrence 5.00 X 0 0 0 Kathleen Ison 40.00 X 135543 0 17263 John E Harris Jr 1.00 X 0 0 0 Jeffrey P March 5.00 X 0 0 0 Jane Kuntz 1.00 X 0 0 0 James A Hanisian 40.00 X 130826 0 17656 Harry Kangis 5.00 X 0 0 0 Gerald J DeBrunner 1.00 X 0 0 0 Gates Smith 1.00 X 0 0 0 Dixon Miller 1.00 X 0 0 0 Ann Wurzelbacher 1.00 X 0 0 0 Andrea Lindell 1.00 X 0 0 0 Aldy Kuertz 1.00 X 0 0 0 1053123 177459 6 false true false Sysco Cincinnati LLC PO Box 62066 Cincinnati OH 45262 Food provider 783291 Ridge Stone General Contractors 3102 Steeple Chase Lane Perrysburg OH 43551 Construction 3052579 RJ Beischel Building Co PO Box 32067 Cincinnati OH 45232 Construction 738330 Anthem Blue Cross Blue Shield PO Box 105673 Atlanta GA 30348 Health Insurance 1472492 Alliance Rehab 1520 Kensington Road Oak Brook IL 60523 Medical 424338 19 1673936 1673936 Monthly & Daily Res Fees 623000 20350829 20350829 Meals on Wheels & other 624200 629762 629762 Management Services 531310 548250 548250 Entrance Fee Amortization 525990 657983 657983 22186824 1364352 1364352 0 0 54698 56120 -1422 -1422 -1422 0 0 0 0 Other 523000 -1171065 -1171065 -1171065 24052625 22380111 -1422 0 0 0 0 1230582 1119221 111361 0 9127567 8495582 506941 125044 184000 128800 48700 6500 1611951 1109510 478460 23981 1107298 931207 151390 24701 0 71195 71195 55805 55805 0 0 0 742035 712896 29139 653727 653727 0 0 0 361180 361180 0 0 0 1537410 1536735 675 0 3334310 3161161 173149 329237 329237 Utilities 1363297 1276015 87282 Property Taxes/Franchise Fees 632383 598082 34301 Other 1677530 1163512 514018 Food 1180453 1180453 0 25199960 20984370 3924003 291587 2870593 1798732 984575 941529 0 1280910 1081322 0 0 0 0 400010 1570701 87410848 27877641 58919641 59533207 32191 2844894 0 0 0 7539850 4324023 72027770 72094408 4495998 4187160 30000000 29450000 14986906 16696327 49482904 50333487 X 22544866 21760921 22544866 21760921 72027770 72094408 X -1147335 363390 X false true true X false false X 1130564 1665373 2472915 1735935 1673936 8678723 33771447 23877759 18402177 19500423 22186824 117738630 0 0 0 34902011 25543132 20875092 21236358 23860760 126417353 0 0 126417353 1931632 1708776 1992531 2693985 1364352 9691276 0 1931632 1708776 1992531 2693985 1364352 9691276 -2741 -1422 -4163 604951 807237 599810 -270997 -1227185 513816 37438594 28059145 23467433 23656605 23996505 136618282 0.92530 0.91060 0.07090 0.07350 X 3000000 1629328 4629328 51828166 12565811 39262355 23845162 11411616 12433546 7108191 3900214 3207977 1 1 59533207 Other 1544069 Interprogram Receivables 2155092 Deferred Bond Costs 624862 4324023 Swap Market Value 1565727 Rounding 1 Def Rev from entrance fee - refundable 12941494 Def Rev from entrance fee - non refundab 2189105 16696327 24052625 25199960 -1147335 363390 363390 -783945 25845257 1792632 1792632 24052625 24052625 26992592 1792632 1792632 25199960 25199960 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S Interco Management Fees Expense $1542636 Interest Exp $249996 Part XII, Line 2d Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 Interco Management Fees Income $1542636 Interco Interest Inc $249996 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Transfers from Foundation to ERH $363390 X X X false true false true false true false false false false R Douglas Spitler 227808 42000 3274 25000 30231 328313 Paul J Scheper 140000 32167 1346 33954 207467 Laura R P Lamb 128521 24627 7414 26271 186833 Ken Paley 112000 19950 20978 152928 Kathleen Ison 114550 18790 2203 17263 152806 County of Hamilton Ohio 316000063 2009-10-30 100 Refinancing old bonds and new construction false false false 30000000 24000000 6000000 2009 true false true true false false false false true true false true true PNC 5th3rd Morgan Stanley 10.0000 false false false false false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available ERH makes its financial statements available to the public through the use of the ERH website, and its governing documents and conflict of interest policy available upon request. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The ERH Board Personnel Committee is responsible for reviewing and approving the annual compensation for the ERH CEO and the key employees based on a review of comparable benchmark information. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ERH has a written Conflict of Interest policy. On an annual basis, all directors, officers and key employees of the Organization are required to complete a Conflict of Interest statement. The CEO's executive secretary is responsible to ensure all individuals respond to this annual request. In addition, every ERH staff member is required to complete a Conflict of Interest Statement as part of their annual performance evaluation. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process The 2010 Form 990 was prepared by the Chief Financial Officer and the Controller based upon the financial statements and knowledge of these two individuals. The 990 was then reviewed by the ERH Executive Team (CEO and other Vice Presidents of the Organization.) Finally, the draft 990 Form was provided to all members of the ERH Finance Committee and the ERH Board of Directors prior to filing with the IRS for their review. Form 990, Part VI, Line 7a Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The residents of the Marjorie P. Lee Retirement Community may appoint one person to serve as an ERH Board Member. The Deupree House residents may appoint one individual to serve as an ERH Board Member. The Bishop of the Episcopal Diocese of Southern Ohio may also appoint one individual to serve on the ERH Board of Directors. These three individuals have all the same voting rights as any other member of the Board of Directors. Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The organization's members are the Directors of the Board. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Thomas Regan, an ERH Board Member, has a business relationship of "Personal Financial Advisor" to three other ERH Board Members, Trish Martindell, Robin Smith and Keith Lawrence. Episcopal Retirement Homes Foundation 3870 Virginia Avenue Cincinnati OH 45227 311570272 Receipt of charitable gifts, their investment & distribution OH 501c3 9 N/A false St Paul Village 1 Inc 3870 Virginia Avenue Cincinnati OH 45227 113763686 General Partner of Limited Partnership OH 501c3 9 N/A false Cambridge Heights Inc 3870 Virginia Avenue Cincinnati OH 45227 208007307 General Partner of Limited Partnership OH 501c3 9 N/A false Canterbury Court Inc 3870 Virginia Ave Cincinnati OH 45227 201750198 General Partner of Limited Partnership OH 501c3 9 N/A false St Paul Village I LP 5515 Madison Road Cincinnati OH 45227 271225466 Own housing OH SPV1 Inc Related 33 133 false true Cambridge Heights Apartments LP 1525 Elm St Cambridge OH 43725 262481170 Own housing OH CHA Inc Related -179 167604 false true Canterbury Court Limited Partnership 450 N Elm St West Carrollton OH 45449 331166690 Own housing OH CCT Inc Related -12 193 false true false false true true false false false false false false true false false false false false false false Cambridge Heights Apartments LP k 46467 Cash Cambridge Heights Apartments LP d 1267077 Cash Canterbury Court Limited Partnership k 346682 Cash Canterbury Court Limited Partnership d 548750 Cash Episcopal Retirement Homes Foundation c 2037326 Cash