2023-11-15T09:57:52-06:00 2022-12-31 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2022-01-01 813985477 EPISCOPAL CHURCH HOME FOUNDATION INC EPIS 5132725555 7504 WESTPORT RD LOUISVILLE KY 402224108 DANIEL P STEWARD CHIEF FINANCIAL OFFICER 5132725555 2023-11-14 1 DANIEL STEWARD XXX-XX-XXXX 0 KAREN O CRIM P00368385 9372980201 2023-11-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL P STEWARD 7504 WESTPORT RD LOUISVILLE KY 402224108 640179 0 X N/A X 2016 KY TO SUPPORT THE EPISCOPAL CHURCH HOME LOCATED IN LOUISVILLE, KENTUCKY. 12 12 0 13 0 0 783165 403964 0 0 771972 236215 0 0 1555137 640179 667230 953081 0 0 0 0 0 0 0 119770 234479 787000 1187560 768137 -547381 10092706 8372878 266619 559722 9826087 7813156 TO SUPPORT THE EPISCOPAL CHURCH HOME LOCATED IN LOUISVILLE, KENTUCKY. 0 0 990835 953081 0 PROVIDE SUPPORT FOR THE ACTIVITIES OF THE EPISCOPAL CHURCH HOME. 990835 1 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 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 X 12 12 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X DANIEL P STEWARD 5139792273 3870 VIRGINIA AVENUE CINCINNATI OH 45227 X MICHAEL BERRY CHAIR 0.50 X X 0 0 0 REV JOHN FRITSCHNER VICE CHAIR 0.50 X X 0 0 0 PAUL SCHEPER SECRETARY/TREASURER 0.50 X X 0 0 0 DAVID BROWN DIRECTOR 0.50 X 0 0 0 CAROLINE EDDLEMAN DIRECTOR 0.50 X 0 0 0 THOMAS JAMES III MD DIRECTOR 0.50 X 0 0 0 LYNDEE KANTER DIRECTOR 0.50 X 0 0 0 ROB KING DIRECTOR 0.50 X 0 0 0 LAURA LAMB DIRECTOR 0.50 X 0 0 0 MARK LEWIS DIRECTOR 0.50 X 0 0 0 GIBBS REESE DIRECTOR 0.50 X 0 0 0 MASON RUMMEL DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 403964 403964 136373 136373 99842 0 99842 99842 99842 640179 0 0 236215 950999 950999 2082 2082 10450 10450 183110 183110 162 162 3165 3165 RESIDENT EXPENSES 21298 21298 BAD DEBT EXPENSE 16179 16179 TAX AND FRANCHISE FEE 115 115 1187560 990835 196725 0 223892 207563 44475 198733 9274339 4394710 550000 3571872 10092706 8372878 266619 559722 266619 559722 X 5726789 4789548 4099298 3023608 9826087 7813156 10092706 8372878 -547381 -1465550 0 X X 0 0 0 X X 1 THE EPISCOPAL CHURCH HOME 610461720 10 1 950999 0 1 950999 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A: THE FOUNDATION'S BYLAWS SPECIFICALLY STATE THAT THE FOUNDATION HAS BEEN ORGANIZED FOR THE PURPOSE OF SUPPORTING THE EPISCOPAL CHURCH HOME OR ANY OF ITS CONTROLLED AFFILIATES OR ENTITIES IN WHICH IT IS A MEMBER. ALL OF THE ACTIVITIES OF THE FOUNDATION WERE UNDERTAKEN TO FURTHER THE EXEMPT PURPOSES OF THE EPISCOPAL CHURCH HOME, AS THE FOUNDATION SOLICITED CONTRIBUTIONS ON BEHALF OF THE HOME AND TRANSFERRED FUNDS TO THE HOME AS NEEDED. PART IV, SECTION E, LINE 2B: THE SUPPORTED ORGANIZATION HAS THE ABILITY TO SOLICIT CONTRIBUTIONS WITHOUT THE FOUNDATION'S INVOLVEMENT, AND HAS PREVIOUSLY DONE SO. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN ECH 670000 INVESTMENT IN TRUSTS 2901872 3571872 1 THE EPISCOPAL CHURCH HOME INC 7504 WESTPORT ROAD LOUISVILLE KY 40222 610461720 501(C)(3) 950999 0 CASH N/A TO SUPPORT THE OPERATIONS OF THE HOME. 1 0 PART I, LINE 2: UNDER THE TERMS OF THE AFFILIATION AGREEMENT WITH THE EPISCOPAL CHURCH HOME, INC., THE ORGANIZATION IS REQUIRED TO GRANT TO THE HOME AN ANNUAL CONTRIBUTION EQUAL TO 4% OF AVERAGE INVESTMENT BALANCES, TO BE PAID QUARTERLY. FORM 990, PART IV, LINE 12A AS OF THE FILING DEADLINE FOR THIS FORM 990 THE ORGANIZATION DOES NOT HAVE AUDITED FINANCIAL STATEMENTS FOR THE TAX YEAR. THE ORGANIZATION HAS ENGAGED AN INDEPENDENT ACCOUNTING FIRM FOR AN AUDIT AND IT IS EXPECTED THAT THE AUDIT WILL BE COMPLETED IN DECEMBER 2023. FORM 990, PART VI, SECTION A, LINE 3 ADMINISTRATIVE AND ACCOUNTING DUTIES ARE PERFORMED BY EPISCOPAL RETIREMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 7A EPISCOPAL RETIREMENT SERVICES HAS THE AUTHORITY TO APPOINT TWO MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM, REVIEWED BY ERS AND THEN PROVIDED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES ARE COMPLETED AND SHARED WITH THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINES 2A, 2B, AND 2C AS OF THE FILING DEADLINE FOR THIS FORM 990 THE ORGANIZATION DOES NOT HAVE AUDITED FINANCIAL STATEMENTS FOR THE TAX YEAR. THE ORGANIZATION HAS ENGAGED AN INDEPENDENT ACCOUNTING FIRM FOR AN AUDIT AND IT IS EXPECTED THAT THE AUDIT WILL BE COMPLETED IN DECEMBER 2023. THE EPISCOPAL CHURCH HOME INC 7504 WESTPORT ROAD LOUISVILLE KY 40222 610461720 CONTINUUM OF CARE RETIREMENT COMMUNITY KY 501(C)(3) LINE 11 EPISCOPAL RETIREMENT SERVICES 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0