2023-10-30T08:40:23-05:00 2022-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2022-01-01 731635264 EPISCOPAL RELIEF AND DEVELOPMENT EPIS 8553124325 815 SECOND AVE NEW YORK NY 10017 ESTHER COHEN COO 8553124325 2023-10-30 1 ESTHER COHEN XXX-XX-XXXX 0 SCOTT THOMPSETT P00741490 2125990100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT W RADTKE 815 SECOND AVE NEW YORK NY 10017 37226485 0 X WWW.EPISCOPALRELIEF.ORG X 2002 NY WE OFFER A COMPASSIONATE RESPONSE TO HUMAN SUFFERING THROUGH DISASTER RELIEF PROGRAMS. 20 16 58 3459 0 0 24468299 37226485 0 0 1611306 -149325 3785 0 26083390 37077160 10492167 12980701 0 0 8597349 9691143 498494 538031 2762199 2701062 3169449 22289072 26379324 3794318 10697836 33719475 40880575 4529991 3751493 29189484 37129082 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 15687061 8137589 0 SUSTAINABLE DEVELOPMENTEPISCOPAL RELIEF & DEVELOPMENT IS FOCUSED ON PARTNERING WITH COMMUNITIES WORLDWIDE TO OVERCOME THE CHALLENGES OF HUNGER, POVERTY AND DISEASE THROUGH A FULLY INTEGRATED AND HOLISTIC APPROACH TO DEVELOPMENT. USING THE SUSTAINABLE DEVELOPMENT GOALS (SDGS) AS A FRAMEWORK, THE ORGANIZATION CREATES LONG-TERM DEVELOPMENT STRATEGIES, DEMONSTRATING A MEASURABLE IMPACT IN THREE TRANSFORMATIVE PROGRAM PRIORITIES: WOMEN, CHILDREN AND CLIMATE RESILIENCE. (SEE SCHEDULE O)WOMEN - FOCUSES ON HELPING COMMUNITIES PROMOTE THE RIGHTS OF WOMEN AND CHILDREN AND MOVE TOWARD THE VISION THAT EVERYONE DESERVES A LIFE FREE FROM VIOLENCE IN A SOCIETY WHERE THEY ARE TREATED WITH DIGNITY AND RESPECT. ONLY THEN CAN COMMUNITIES TRULY HEAL AND THRIVE. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/WOMEN.CHILDREN - SUPPORTS AND PROTECTS KIDS UNDER SIX SO THEY REACH APPROPRIATE HEALTH AND DEVELOPMENTAL MILESTONES. THIS FOCUS ON EARLY DEVELOPMENT IS FOUNDATIONAL AND CRITICAL TO HELPING CHILDREN ACHIEVE THEIR FULL POTENTIAL AS FUTURE CONTRIBUTING MEMBERS OF THEIR COMMUNITIES. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/CHILDREN.CLIMATE RESILIENCE - FOCUSES ON HOW FAMILIES AND COMMUNITIES CAN WORK TOGETHER TO ADAPT TO THE EFFECTS OF RAPIDLY CHANGING WEATHER PATTERNS. THIS WORK INCLUDES PREPARING FOR AND RECOVERING FROM CLIMATE-INFLUENCED EVENTS SUCH AS FLOODS, HURRICANES AND OTHER DISASTERS. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/PRIORITIES/CLIMATE. 6168261 4843112 0 DISASTER RELIEF & RECOVERYIN COLLABORATION WITH LOCAL ANGLICAN AND ECUMENICAL PARTNERS, EPISCOPAL RELIEF & DEVELOPMENT RESPONDS TO EMERGENCIES, BOTH NATURAL AND HUMAN-CAUSED, IN THE US AND AROUND THE WORLD - PROVIDING ASSISTANCE TO HELP ALLEVIATE SUFFERING, RESTORE DIGNITY AND JUMP-START ECONOMIC RECOVERY. WITH TECHNICAL AND FINANCIAL SUPPORT FROM THE ORGANIZATION, CHURCH AND OTHER PARTNERS DELIVER CRITICAL SUPPLIES SUCH AS FOOD, WATER AND OTHER NECESSITIES AFTER EMERGENCIES, AND REMAIN PRESENT LONG AFTER THE CRISIS IS OVER TO HELP COMMUNITIES HEAL, RECOVER AND REBUILD LONG-TERM. EPISCOPAL RELIEF & DEVELOPMENT FOCUSES ON REACHING THE MOST UNDERSERVED AND MARGINALIZED COMMUNITIES, AND ACCOMPANYING THEM THROUGH THE LONG-TERM RECOVERY PROCESS. (SEE SCHEDULE O)US DISASTER PROGRAM - THROUGH A WIDE NETWORK OF EPISCOPAL DIOCESES AND OTHER CHURCH INSTITUTIONS IN THE US, THE ORGANIZATION OFFERS RESOURCES AND TRAINING TO HELP PEOPLE PREPARE FOR DISASTERS AND PROVIDE EMERGENCY SUPPORT SO VULNERABLE COMMUNITIES CAN MAKE A FULL AND SUSTAINED RECOVERY. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/WHAT-WE-DO/US-DISASTER-PROGRAM.DISASTER RISK REDUCTION WORKING WITH ANGLICAN PARTNERS AROUND THE WORLD, THE ORGANIZATION'S EFFORTS HELP INDIVIDUALS AND CONGREGATIONS PREPARE IN ADVANCE OF CRISES TO REDUCE THE IMPACT ON VULNERABLE AND UNDERSERVED COMMUNITIES. THIS INVOLVES COORDINATION AND TRAINING OF LOCAL PARTNERS AND COMMUNITIES SO THEY ARE BETTER ABLE TO SERVE AND CARE FOR AT-RISK POPULATIONS. LEARN MORE AT HTTPS://WWW.EPISCOPALRELIEF.ORG/PROGRAM/DISASTER-RISK-REDUCTION. 21855322 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 41 0 1 58 1 0 1 GH 0 0 0 0 0 0 0 0 0 0 X 20 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 ESTHER COHEN 2125180514 815 SECOND AVENUE NEW YORK NY 10017 THE MOST REV MICHAEL B CURRY PRES. BISHOP, EX-OFF. & HON CHAIR 1.00 40.00 X X 0 318893 123467 ROBERT W RADTKE EX-OFFICIO-PRESIDENT & CEO 40.00 0.00 X X 348896 0 70113 N KURT BARNES EX-OFFICIO MEMBER & CFO (EC) 1.00 40.00 X 0 279307 64768 REV DEACON GEOFFREY T SMITH EX-OFF MEM&COO(EC) (THRU 12/31/2022) 1.00 40.00 X 0 262360 76078 TERI LAWVER CHAIR 1.00 0.00 X X 0 0 0 THE RT REV HECTOR MONTERROSO VICE CHAIR (AS OF 1/2022) 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 BOARD MEMBER/SEC. (AS OF 1/2022) 1.00 0.00 X X 0 0 0 SHIRLEY STOVER ALLEN BOARD MEMBER 1.00 0.00 X 0 0 0 ROSALIE S BALLENTINE BOARD MEMBER (THRU 12/31/2022) 1.00 0.00 X 0 0 0 THE RT REV MARY GRAY-REEVES BOARD MEMBER (THRU 12/31/2022) 1.00 0.00 X 0 0 0 THE RTREVJENNIFER BASKERVILLE-BUR BOARD MEMBER (THRU 12/31/2022) 1.00 0.00 X 0 0 0 DR ROBERT JI MCCOUCH BOARD MEMBER 1.00 0.00 X 0 0 0 LAURA ELLEN MUGLIA BOARD MEMBER (THRU 12/31/2022) 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 MS PUTNEY CLOOS BOARD MEMBER (AS OF 1/2022) 1.00 0.00 X 0 0 0 MR PAUL FAETH BOARD MEMBER (AS OF 1/2022) 1.00 0.00 X 0 0 0 MR MICHAEL CARRASCADON BOARD MEMBER (THRU 7/2022) 1.00 0.00 X 0 0 0 ABAGAIL NELSON EXECUTIVE VICE PRESIDENT 40.00 0.00 X 256076 0 73948 ESTHER COHEN CHIEF OPERATING OFFICER 40.00 0.00 X 236915 0 58864 ELIZABETH DEISROTH VP, ADVANCEMENT 40.00 0.00 X 182264 0 50366 EMILY BLOOM DIRECTOR, INSTITUTIONAL PARTNERSHIPS 40.00 0.00 X 163691 0 14861 DR CHISECHE S MIBENGE DIRECTOR, GENDER INITIATIVES 40.00 0.00 X 155312 0 31212 TAMMI MOTT VP, INTL PROGRAM OPS 40.00 0.00 X 154467 0 45199 SEAN MCCONNELL VP, EPISCOPAL CHURCH PROGRAMS 40.00 0.00 X 160415 0 15027 1658036 860560 623903 26 0 1 0 SANKY COMMUNICATIONS INC 599 11TH AVENUE 6TH FL NEW YORK NY 10036 FUNDRAISING 538031 ACCENTURE LLP TOTAL 395 9TH AVENUE NEW YORK NY 10001 ORGANIZATIONAL DEVELOPMENT 272304 METRO GRAPHICS LLC 393 MARCY AVE BROOKLYN NY 11206 PRINTING 191830 MOORE RESPONSE MGMT GRP 100 JAMISON CT HAGERSTOWN MD 21740 LOCKBOX SERVICE 182511 ROBERT HALF INTERNATIONAL INC 125 PARK AVENUE NEW YORK NY 10017 TEMPORARY AGENCY 150504 7 37226485 37226485 149325 -149325 -149325 -149325 37077160 0 0 -149325 2046602 2046602 10934099 10934099 841887 559532 140854 141501 5926282 3985757 1061212 879313 594545 468064 20198 106283 1887517 1696386 56143 134988 440912 333212 26459 81241 21035 17646 1737 1652 161407 92105 69302 538031 538031 75077 75077 1077048 791114 92242 193692 287849 162945 8915 115989 142886 118211 17817 6858 24377 24377 273742 219126 38133 16483 170358 133452 30949 5957 8592 8592 72118 65923 1572 4623 PRINTING/MAILING 650746 74283 70654 505809 RESOURCE/REFERENCE MAT. 202728 132249 40717 29762 EQUIPMENT/SOFTWARE/COMP 1486 239 1230 17 26379324 21855322 1761803 2762199 8091093 12845504 4062027 10722720 227757 555403 490240 463236 30710 27004 20833079 16152378 474809 399218 0 178348 33719475 40880575 1755018 1993199 2774973 1758294 4529991 3751493 X 16309220 12710809 12880264 24418273 29189484 37129082 33719475 40880575 X 10697836 -3803282 1045044 X 0 1 X 1 1 1 X 20083719 18190781 15685463 24468299 37226485 115654747 20083719 18190781 15685463 24468299 37226485 115654747 6350042 109304705 295992 3756309 3612481 1611306 0 9276088 6074 85036 3598 1785 96493 125027328 298166 0.87420 0.91040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 6,074. 2019 AMOUNT: $ 85,036. 2020 AMOUNT: $ 3,598. 2021 AMOUNT: $ 1,785. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20833079 -3952607 653017 75077 16152378 20176893 1642669 896401 90082 20833079 19418856 3402914 2537714 107163 20176893 18526543 3591513 2569882 129318 19418856 21823864 -1373964 1790874 132483 18526543 0.94093 0.04368 0.01540 1 1 1 8450 6338 2112 481790 456898 24892 27004 ACCRUED POSTRETIREMENT BENEFITS 1732108 OPERATING LEASE LIABILITY 26186 1758294 X 34857821 -3803282 1565383 18560 -2219339 37077160 0 37077160 27894707 1565383 1565383 26329324 50000 50000 26379324 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 AND 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, 2022 AND 2021, 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 18,560. PART XII, LINE 4B - OTHER ADJUSTMENTS: REFUNDED GRANT 50,000. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 1332922 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 2712123 NORTH AMERICA 0 0 GRANTMAKING 20000 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 199505 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 217539 SOUTH AMERICA 0 0 GRANTMAKING 331367 SOUTH ASIA 0 0 GRANTMAKING 154956 SUB-SAHARAN AFRICA 1 7 GRANTMAKING 5965687 1 7 0 0 1 7 10934099 0 10934099 EUROPE (INCLUDING ICELAND & GREENLAND) UKRAINE 43000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) GENDER BASED VIOLENCE 50000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) UKRAINE 1107000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EMERGENCY RELIEF 122922 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EMERGENCY RELIEF 10000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN HURRICANE RELIEF 16000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN HURRICANE RELIEF 205346 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN HURRICANE RELIEF 50000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN INTEGRATED DEVELOPMENT 417503 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN INTEGRATED CLIMATE RESILIENCE 697470 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN HIV PREVENTION 63000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN COVID-19 RELIEF 8000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN INTEGRATED CLIMATE RESILIENCE 699758 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN CLEAN WATER AND SANITATION 35000 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN INTEGRATED CLIMATE RESILIENCE 363511 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN HURRICANE RELIEF 50538 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN HURRICANE RELIEF 49863 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN HURRICANE RELIEF 46134 BANK WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RELIEF 10000 BANK WIRE 0 NORTH AMERICA EMERGENCY RELIEF 20000 BANK WIRE 0 EAST ASIA AND THE PACIFIC INTEGRATED DEVELOPMENT 30185 BANK WIRE 0 EAST ASIA AND THE PACIFIC EMERGENCY RELIEF 164320 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA EMERGENCY RELIEF 10000 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA COVID-19 RELIEF 129435 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA GENDER BASED VIOLENCE 15104 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA GENDER BASED VIOLENCE 10000 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA COVID-19 RELIEF 53000 BANK WIRE 0 SOUTH AMERICA COVID-19 RELIEF 60130 BANK WIRE 0 SOUTH AMERICA COVID-19 RELIEF 238237 BANK WIRE 0 SOUTH AMERICA COVID-19 RELIEF 15000 BANK WIRE 0 SOUTH AMERICA COVID-19 RELIEF 8000 BANK WIRE 0 SOUTH AMERICA COVID-19 RELIEF 10000 BANK WIRE 0 SOUTH ASIA COVID-19 RELIEF 23030 BANK WIRE 0 SOUTH ASIA SAVINGS WITH EDUCATION 20000 BANK WIRE 0 SOUTH ASIA COVID-19 RELIEF 15000 BANK WIRE 0 SOUTH ASIA COVID-19 RELIEF 15000 BANK WIRE 0 SOUTH ASIA COVID-19 RELIEF 10000 BANK WIRE 0 SOUTH ASIA INTEGRATED CLIMATE RESILIENCE 66926 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED DEVELPOMENT 437305 BANK WIRE 0 SUB-SAHARAN AFRICA COVID-19 RELIEF 43051 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED CLIMATE RESILIENCE 206700 BANK WIRE 0 SUB-SAHARAN AFRICA GENDER BASED VIOLENCE 29783 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED DEVELPOMENT 355038 BANK WIRE 0 SUB-SAHARAN AFRICA COVID-19 RELIEF 39050 BANK WIRE 0 SUB-SAHARAN AFRICA GENDER BASED VIOLENCE 148445 BANK WIRE 0 SUB-SAHARAN AFRICA EARLY CHILDHOOD DEVELOPMENT 985202 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED CLIMATE RESILIENCE 874307 BANK WIRE 0 SUB-SAHARAN AFRICA FINANCIAL LITERACY 15162 BANK WIRE 0 SUB-SAHARAN AFRICA FOOD SECURITY 239758 BANK WIRE 0 SUB-SAHARAN AFRICA SAVINGS WITH EDUCATION 25000 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED DEVELPOMENT 293650 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED DEVELPOMENT 168237 BANK WIRE 0 SUB-SAHARAN AFRICA COVID-19 RELIEF 126226 BANK WIRE 0 SUB-SAHARAN AFRICA EMEREGENCY RELIEF 125450 BANK WIRE 0 SUB-SAHARAN AFRICA GENDER BASED VIOLENCE 199112 BANK WIRE 0 SUB-SAHARAN AFRICA COVID-19 RELIEF 60000 BANK WIRE 0 SUB-SAHARAN AFRICA INTEGRATED CLIMATE RESILIENCE 994911 BANK WIRE 0 SUB-SAHARAN AFRICA GENDER BASED VIOLENCE 594300 BANK WIRE 0 58 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 AND BANK RECONCILIATIONS (WITH EXCHANGE RATE CHECKS) AS WELL AS EXAMINATIONS BY INDEPENDENT AUDITORS. PART III ACCOUNTING METHOD: X X X X X 1 SANKY COMMUNICATIONS 599 11TH AVE NEW YORK NY 10036 FUNDRAISING 0 7708162 538031 7170131 7708162 538031 7170131 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 EPISCOPAL FARMWORKERS MINISTRY 2989 EASY ST DUNN NC 28334 560552784 501(C)(3) 125000 0 EMERGENCY RELIEF DIOCESE OF MASSACHUSETTS 138 TREMONT STREET BOSTON MA 02111 042104156 501(C)(3) 15000 0 EMERGENCY RELIEF THE EPISCOPAL DIOCESE OF LOUISIANA 1623 SEVENTH STREET NEW ORLEANS LA 70115 720876874 501(C)(3) 100000 0 HURRICANE RELIEF MAINE IMMIGRANTS' RIGHTS COALITION 1 MARGINAL WAY 2ND FL PORTLAND ME 04101 823097991 501(C)(3) 7500 0 EMERGENCY RELIEF AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 222584370 501(C)(3) 25000 0 EMERGENCY RELIEF CHURCH WORLD SERVICE - USA 28606 PHILLIPS STREET PO BOX 968 ELKHART IN 46515 134080201 501(C)(3) 120000 0 HURRICANE RELIEF DIOCESE OF ALABAMA 521 NORTH 20TH STREET BIRMINGHAM AL 35203 630288860 501(C)(3) 10000 0 EMERGENCY RELIEF DIOCESE OF NORTHERN CALIFORNIA 350 UNIVERSITY AVE 280 SACRAMENTO CA 95825 941408152 501(C)(3) 160000 0 EMERGENCY RELIEF DIOCESE OF COLORADO 1300 N WASHINGTON ST DENVER CO 80203 840408181 501(C)(3) 15000 0 EMERGENCY RELIEF DIOCESE OF SOUTHWEST FLORIDA 8005 25TH ST E PARRISH FL 34219 591282026 501(C)(3) 20000 0 HURRICANE RELIEF DIOCESE OF FLORIDA 325 N MARKET STREET JACKSONVILLE FL 32202 590637899 501(C)(3) 15000 0 HURRICANE RELIEF DIOCESE OF CENTRAL FLORIDA 1017 E ROBINSON ST ORLANDO FL 32801 596168979 501(C)(3) 15000 0 HURRICANE RELIEF DIOCESE OF KENTUCKY 425 S SECOND ST SUITE 200 LOUISVILLE KY 40202 610445831 501(C)(3) 70000 0 EMERGENCY RELIEF DIOCESE OF LEXINGTON 225 WALTON AVENUE SUITE 120 LEXINGTON KY 40502 610536772 501(C)(3) 10000 0 EMERGENCY RELIEF TOGETHER NEW ORLEANS 2721 S BROAD ST NEW ORLEANS LA 70125 852994623 501(C)(3) 149815 0 HURRICANE RELIEF DIOCESE OF WESTERN LOUISIANA PO BOX 2031 ALEXANDRIA LA 71309 720876874 501(C)(3) 250000 0 EMERGENCY RELIEF DIOCESE OF MISSISSIPPI 118 NORTH CONGRESS ST JACKSON MS 39201 640303076 501(C)(3) 10000 0 EMERGENCY RELIEF DIOCESE OF RIO GRANDE 318 SILVER AVE SW ALBUQUERQUE NM 87102 850152901 501(C)(3) 10000 0 EMERGENCY RELIEF NEW YORK DISASTER INTERFAITH SERVICES 22 CORTLANDT STREET 20TH FLOOR NEW YORK NY 10007 010794539 501(C)(3) 150000 0 HURRICANE RELIEF DIOCESE OF WESTERN NORTH CAROLINA 900-B CENTRE PARK DRIVE ASHVILLE NC 28805 566059247 501(C)(3) 15000 0 HURRICANE RELIEF DIOCESE OF PUERTO RICO SECTION 9602 SAINT JUST PR 95825 660197834 501(C)(3) 447287 0 HURRICANE RELIEF DIOCESE OF TEXAS 1225 TEXAS AVENUE HOUSTON TX 77002 741143081 501(C)(3) 210000 0 HURRICANE RELIEF DIOCESE OF WEST TEXAS 111 TORCIDO DR SAN ANTONIO TX 78209 741143118 501(C)(3) 75000 0 EMERGENCY RELIEF DIOCESE OF SOUTHWESTERN VIRGINIA 1002 1ST ST SW PO BOX 2279 ROANOKE VA 24009 541718684 501(C)(3) 7000 0 EMERGENCY RELIEF DIOCESE OF OLYMPIA 1551 10TH AVE E SEATTLE WA 98102 910200430 501(C)(3) 15000 0 EMERGENCY RELIEF 25 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 THE MOST REV MICHAEL B CURRY PRES. BISHOP, EX-OFF. & HON CHAIR 0 318893 0 0 0 0 0 77836 0 45631 0 442360 0 0 ROBERT W RADTKE EX-OFFICIO-PRESIDENT & CEO 348896 0 0 0 0 0 32119 0 37994 0 419009 0 0 0 N KURT BARNES EX-OFFICIO MEMBER & CFO (EC) 0 279307 0 0 0 0 0 33517 0 31251 0 344075 0 0 REV DEACON GEOFFREY T SMITH EX-OFF MEM&COO(EC) (THRU 12/31/2022) 0 248882 0 0 0 13478 0 45829 0 30249 0 338438 0 0 ABAGAIL NELSON EXECUTIVE VICE PRESIDENT 256076 0 0 0 0 0 23602 0 50346 0 330024 0 0 0 ESTHER COHEN CHIEF OPERATING OFFICER 236915 0 0 0 0 0 21604 0 37260 0 295779 0 0 0 ELIZABETH DEISROTH VP, ADVANCEMENT 182264 0 0 0 0 0 16890 0 33476 0 232630 0 0 0 TAMMI MOTT VP, INTL PROGRAM OPS 154467 0 0 0 0 0 14090 0 31109 0 199666 0 0 0 DR CHISECHE S MIBENGE DIRECTOR, GENDER INITIATIVES 155312 0 0 0 0 0 14090 0 17122 0 186524 0 0 0 EMILY BLOOM DIRECTOR, INSTITUTIONAL PARTNERSHIPS 163691 0 0 0 0 0 14720 0 141 0 178552 0 0 0 SEAN MCCONNELL VP, EPISCOPAL CHURCH PROGRAMS 160415 0 0 0 0 0 14379 0 648 0 175442 0 0 0 FORM 990, PART III, ORGANIZATION'S MISSION CONTINUED: 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 FACILITATES HEALTHIER, MORE FULFILLING LIVES IN COMMUNITIES STRUGGLING WITH HUNGER, POVERTY, DISASTER AND DISEASE WORLDWIDE. WORKING CLOSELY WITH ANGLICAN AND ECUMENICAL 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: WOMEN, CHILDREN, CLIMATE RESILIENCE, U.S. DISASTERS RESPONSE AND DISASTER RISKS REDUCTION. 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 DIRECTORS 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 2021 AND 2022. 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 2022 TO ENSURE THAT THE WAGES IT PAYS ARE COMPARABLE WITH PEER INSTITUTIONS WITHIN ITS GEOGRAPHICAL MARKET. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS TO THE PUBLIC 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 GUIDE STAR. GOVERNANCE DOCUMENTS AND ORGANIZATIONAL POLICIES ARE AVAILABLE FROM OUR HEADQUARTERS UPON REQUEST. FORM 990, PART XI, LINE 9: POSTRETIREMENT RELATED ACTIVITIES OTHER THAN SERVICE COST 976,484. CHANGE IN BENEFICIAL INTEREST IN OUTSIDE TRUSTS HELD BY OTHERS 18,560. REFUNDED GRANT 50,000. 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 1039275 COST DOMESTIC AND FOREIGN MISSIONARY SOCIETY K 356598 COST DOMESTIC AND FOREIGN MISSIONARY SOCIETY N 169511 COST