Episcopal Retirement Services
Donations deductibleEpiscopal Retirement Services' network
18 people12 organisationsi18 people and 12 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (18). Violet dotted lines (42) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
18 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 18 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Thomas W Regan Chair (also filed as Tom Regan) | Chair | 2018 | 8 yrs |
| Alan Hartman | Board Member | 2024 | 2 yrs |
| Albert Smitherman | Board Member | 2018 | 8 yrs |
| Apryl Pope | Board Member | 2024 | 2 yrs |
| Bill Woods | Board Member - MPL Rep | 2024 | 2 yrs |
| Chip Workman | Board Member | 2023 | 3 yrs |
| Dora Anim | Board Member | 2018 | 8 yrs |
| Elizabeth Zwilling | Board Member | 2022 | 4 yrs |
| Eric Kearney | Board Member | 2023 | 3 yrs |
| Gerron McKnight | Board Member | 2018 | 8 yrs |
| Gregory Hopkins | Board Member | 2018 | 8 yrs |
| Jenny Payne | Board Member | 2018 | 8 yrs |
| Joann Hagopian | Board Member | 2018 | 8 yrs |
| Rev Cannon Jack Koepke | Board Member | 2024 | 2 yrs |
| Rev Darren Elin | Board Member-Bishop's Representative | 2024 | 2 yrs |
| Rev John Fritschner | Board Member -Echf Rep | 2024 | 2 yrs |
| Thomas Retford | Board Member - Dh Rep | 2024 | 2 yrs |
| W Thomas Cooper | Board Member - Echf Rep | 2018 | 8 yrs |
Officers and senior leadership
12 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Beverly Edwards | VP, Residential Healthcare | since 2022 |
| Bryan Reynolds | VP, Marketing (Until 12/29/23) | since 2018 |
| Daniel Steward | CFO | since 2019 |
| Ginny Uehlin | VP of Resident Housing | since 2018 |
| James Wilson | VP, Affordable Living | since 2022 |
| Joan Wetzel | VP, HR & Org. Dev. | since 2018 |
| Kathy Ison-Lind | VP Affordable Living and in Home Services | since 2018 |
| Laura Lamb | CEO/President | since 2018 |
| Lauryn Moore | VP -Marketing | 2024 |
| Lydell Carter | CFO (End 3/19) | since 2018 |
| Megan Bradford | VP, Middle Market & Ministry | since 2022 |
| Paul Scheper | CFO (End 12/19) | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Tom Regan | Chair | 0.2 | $0 | ||
| Dora Anim | Board Member | 0.2 | $0 | ||
| W Thomas Cooper | Board Member - Echf Rep | 0.2 | $0 | ||
| Rev Darren Elin | Board Member-Bishop's Representative | 0.2 | $0 | ||
| Rev John Fritschner | Board Member -Echf Rep | 0.2 | $0 | ||
| Joann Hagopian | Board Member | 0.2 | $0 | ||
| Alan Hartman | Board Member | 0.2 | $0 | ||
| Gregory Hopkins | Board Member | 0.2 | $0 | ||
| Eric Kearney | Board Member | 0.2 | $0 | ||
| Rev Cannon Jack Koepke | Board Member | 0.2 | $0 | ||
| Gerron McKnight | Board Member | 0.2 | $0 | ||
| Jenny Payne | Board Member | 0.2 | $0 | ||
| Apryl Pope | Board Member | 0.2 | $0 | ||
| Albert Smitherman | Board Member | 0.2 | $0 | ||
| Thomas Retford | Board Member - Dh Rep | 0.2 | $0 | ||
| Bill Woods | Board Member - MPL Rep | 0.2 | $0 | ||
| Chip Workman | Board Member | 0.2 | $0 | ||
| Elizabeth Zwilling | Board Member | 0.2 | $0 | ||
| Laura Lamb | CEO | 10 | $0 | $459k | $79k |
| Daniel Steward | CFO | 10 | $0 | $274k | $34k |
| Beverly Edwards | VP -Residential Healthcare | 10 | $0 | $214k | $3k |
| Joan Wetzel | VP -Human Resources | 10 | $0 | $178k | $39k |
| James Wilson | VP -Affordable Living | 10 | $0 | $195k | $16k |
| Lauryn Moore | VP -Marketing | 10 | $0 | $77k | $8k |
| Megan Bradford | VP -Middle Market & Ministry | 10 | $0 | $159k | $6k |
About
- Legal name
- Episcopal Retirement Services
- EIN
- 475651061
- Address
- 3870 Virginia Ave, Cincinnati, OH, 45227-3431
- State
- Ohio
- Mission
- The purpose of the corporation is to be organized and operated exclusively for the benefit of, to perform the functions of, and to carry out the purposes of the religious and charitable purposes of episcopal retirement homes, inc. And episcopal retirement services foundation. (as filed on the Form 990)
- Activity (NTEE)
- L12 Housing and shelter
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 8 (IRS master file code)
- Formed
- 2015
- Principal officer
- Laura Lamb (as named on the Form 990)
- IRS ruling date
- 1 January 2016
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- SO (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedINVESTMENTEpiscopal Retirement Services FoundationRelatedLOW INCOME HOUSINGCanterbury Court IncRelatedLOW INCOME HOUSINGCambridge Heights Apartments IncRelatedLOW INCOME HOUSINGSt Paul Village I Inc
Longest observed on the filings
≥8years on the filingsThomas W Regan
≥8years on the filingsAlbert Smitherman
≥8years on the filingsDora Anim
≥8years on the filingsGerron McKnight
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $27.1m
- Total liabilities
- $5.3m
- Net assets or fund balances
- $21.8m
- Contributions and grants received
- $859k
- Program service revenue
- $3.5m
- Employees
- 0
- Volunteers
- 190
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $8m | $6.4m | $1.6m |
As filed on the IRS Form 990. US dollars.