2026-05-04T08:24:16-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 225 S LAKE AVE SUITE 900 PASADENA CA 91101 990 2024-07-01 471102014 ECS SUPPORTIVE FUND MANAGEMENT EPIS 6264035400 2212 EL MOLINO AVE ALTADENA CA 91001 JAMES S ROTHROCK PRESIDENT & CEO 6264035400 2026-04-27 1 1 LAUREN A HAVERLOCK P00545829 3104770450 2026-04-27 2024 2025-03-06 01:10:19Z JAMES S ROTHROCK 2212 EL MOLINO AVE ALTADENA CA 91001 3408464 0 X WWW.GIVE2ECS.ORG X 2014 CA EPISCOPAL COMMUNITIES & SERVICES FOUNDATION (ECSF) WAS ORGANIZED AS THE SOPHIE MILLER FOUNDATION ON FEBRUARY 3, 2014 BEFORE CHANGING ITS NAME IN 2019, AS A SUPPORTING ORGANIZATION TO ENHANCE ITS FUNDRAISING EFFORTS AND TO OVERSEE THE INVESTMENT AND DISTRIBUTION OF ITS DONOR FUNDS, WITH OR WITHOUT RESTRICTION. ECSF WAS ESTABLISHED BY EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS (ECS), EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ECS AND ITS SUBSIDIARIES. 4 0 0 0 0 0 0 0 0 0 894497 1006724 0 0 894497 1006724 0 0 0 0 0 0 0 0 0 33809 33096 33809 33096 860688 973628 22732689 22377274 5324 28115 22727365 22349159 THE ECS SUPPORTIVE FUND MANAGEMENT IS A SUPPORTING ORGANIZATION CREATED TO ENHANCE THE FUNDRAISING EFFORTS OF ECS AND TO OVERSEE THE INVESTMENT AND DISTRIBUTION OF ITS RESTRICTED AND UNRESTRICTED DONOR FUNDS. 0 0 ECS SUPPORTIVE FUND MANAGEMENT PROVIDED SUPPORT TO EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS (ECS) RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THE ACCOMMODATIONS, CARE AND SERVICES PROVIDED THEM. DURING FISCAL YEAR 2025, ECS PROVIDED CHARITABLE CARE TO 4 INDEPENDENT LIVING RESIDENTS, 5 ASSISTED LIVING RESIDENTS, AND 2 SKILLED NURSING RESIDENTS - A TOTAL OF 11 INDIVIDUALS. 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X CHARLIE RAHILLY 6264035400 2212 EL MOLINO AVE ALTADENA CA 91001 JAMES S ROTHROCK PRESIDENT & CEO 1.00 39.00 X X 0 656807 55309 CHARLIE RAHILLY EVP & CFO 1.00 39.00 X X 0 484025 46599 SHARON PEWTRESS SVP OPERATIONS & COO 1.00 39.00 X X 0 433849 39508 STACIE OCAMPO VP HUMAN RESOURCES 1.00 39.00 X X 0 333671 34414 0 1908352 175830 0 0 1 0 0 672464 672464 2736000 2401740 334260 334260 334260 1006724 0 0 1006724 28937 28937 1659 1659 PLEDGES WRITE-OFF 2500 2500 33096 0 33096 0 1091674 1353637 4033237 7378120 2500 0 17599488 13639727 5790 5790 22732689 22377274 5324 28115 5324 28115 X 21072228 20377164 1655137 1971995 22727365 22349159 22732689 22377274 X 973628 1120954 -2472788 X 0 1 X 1 0 X X X 3 EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 951642373 10 1 0 0 CREATIVE HOUSING & SERVICES 330204306 10 0 0 0 TWELVE OAKS FOUNDATION 951750019 10 0 0 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 1 EPISCOPAL COMMUNITIES & SERVICES FOUNDATION IS A SUPPORTING ORGANIZATION FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIOR (ECS) AND ITS SUBSIDIARIES AND AFFILIATED ORGANIZATIONS. ECS IS THE SPECIFIC MEMBER MENTIONED IN THE GOVERNING DOCUMENTS WHILE CREATIVE HOUSING & SERVICES (CHS) IS ECS SUBSIDIARY AND AFFILIATED MEMBER. ALL OF WHOM PROVIDE SENIOR RESIDENTIAL AND ASSISTED LIVING FACILITIES. 22101448 26083 2126709 2716659 28918 21508663 20466675 99580 2221588 654925 31470 22101448 18376343 847697 2208594 931969 33990 20466675 21286911 83757 2610553 345443 38330 18376343 21500637 3811887 3752970 7752214 36371 21286911 0.86000 0.04000 0.10000 0 0 0 DUE TO RELATED PARTIES 28115 28115 X 2127678 1120954 1120954 1006724 0 1006724 33096 0 33096 0 33096 PART V, LINE 4: THE EPISCOPAL COMMUNITIES & SERVICES FOUNDATION USES THE ENDOWMENT FUNDS TO MAINTAIN THE LEVEL OF PROGRAMS AND SERVICES PROVIDED BY EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS. PART X, LINE 2: NONPROFIT ORGANIZATIONS ARE GENERALLY NOT LIABLE FOR TAXES ON INCOME. THEREFORE, OTHER THAN THE CALIFORNIA ANNUAL MINIMUM TAX AND ANNUAL FEE RELATED TO ECSLLC AND ARTFUL, LLC, NO PROVISION IS MADE FOR SUCH TAXES IN THE CONSOLIDATED FINANCIAL STATEMENTS IN ACCORDANCE WITH U.S. GAAP. THE ORGANIZATION CONSIDERS MANY FACTORS WHEN EVALUATING AND ESTIMATING THEIR TAX POSITIONS AND TAX BENEFITS, WHICH MAY REQUIRE PERIODIC ADJUSTMENTS, AND WHICH MAY NOT ACCURATELY ANTICIPATE ACTUAL OUTCOMES. THE ORGANIZATION EVALUATES THEIR UNCERTAIN TAX POSITIONS USING THE PROVISIONS IN CONFORMITY WITH U.S. GAAP. THESE STANDARDS REQUIRE MANAGEMENT TO PERFORM AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE ORGANIZATIONS' TAX RETURNS. MANAGEMENT BELIEVES THE TAX POSITIONS TAKEN MORE-LIKELY-THAN-NOT WILL BE SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAX AUTHORITIES. EXAMPLES OF TAX POSITIONS TAKEN INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATIONS, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. SINCE MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE ORGANIZATIONS' TAX RETURNS WILL NOT BE CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE ORGANIZATION WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTERESTS AS A RESULT OF SUCH CHALLENGE. 0 0 0 0 0 0 0 0 0 JAMES S ROTHROCK PRESIDENT & CEO 0 569661 0 62904 0 24242 0 36225 0 19084 0 712116 0 0 CHARLIE RAHILLY EVP & CFO 0 398961 0 58500 0 26564 0 33264 0 13335 0 530624 0 0 SHARON PEWTRESS SVP OPERATIONS & COO 0 325809 0 84500 0 23540 0 23771 0 15737 0 473357 0 0 STACIE OCAMPO VP HUMAN RESOURCES 0 296808 0 13053 0 23810 0 19686 0 14728 0 368085 0 0 SCHEDULE J, PART II: THE COMPENSATION OF THE PRESIDENT/CEO IS ESTABLISHED BY A RELATED ORGANIZATION, EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS (ECS). ECS USED ALL OF THE FOLLOWING IN ESTABLISHING COMPENSATION: GOVERNANCE COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR GOVERNANCE COMMITTEE. THE INDEPENDENT COMPENSATION CONSULTANT PROVIDES THE ORGANIZATION WITH A DETERMINATION OF REASONABLENESS FOR COMPENSATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF EPISCOPAL COMMUNITIES & SERVICES FOUNDATION HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS AS WELL AS APPOINT THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND PRESENTED TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AND APPROVES THE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ANNUALLY, THE AUDIT COMMITTEE EXAMINES COMPLETED CONFLICT OF INTEREST STATEMENTS AND RECOMMENDS TO THE BOARD ANY ACTION NEEDED TO COMPLY WITH LEGAL REQUIREMENTS OR FOUNDATION POLICY REGARDING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE UPON REQUEST AND AT THE ATTORNEY GENERAL'S WEBSITE. THE GOVERNING/ORGANIZATION DOCUMENTS, FINANCIAL STATEMENTS, AND WRITTEN CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS OF RELATED PARTIES -2,472,788. EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 2212 EL MOLINO AVE ALTADENA CA 91001 951642373 PROMOTES HEALTH & WELL BEING OF OLDER ADULTS THROUGH CARE, SVCS & HOUSING CA 501(C)(3) LINE 10 N/A 0 CREATIVE HOUSING & SERVICES 2212 EL MOLINO AVE ALTADENA CA 91001 330204306 PROVIDES SERVICES TO AFFORDABLE SENIOR & DISABLE HOUSING CA 501(C)(3) LINE 10 EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS 0 TWELVE OAKS FOUNDATION 2212 EL MOLINO AVE ALTADENA CA 91001 951750019 PROVIDES OLDER ADULTS WITH HOUSING FACILITIES AND SERVICES CA 501(C)(3) LINE 7 EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS 0 CASA DE LOS AMIGOS LP 2212 EL MOLINO AVE ALTADENA CA 91001 861156700 PROVIDES AFFORDABLE HOUSING CA N/A 0 0 CHARITABLE GIFT ANNUITIES (3) PROVIDES SUPPORT CA EPISCOPAL COMMUNITIES & SERVICES FOUNDATION T 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0