What does Episcopal Retirement Homes Inc do?

The organization we enrich the lives of older adults in a person-centered, innovative, and spiritually based way. Through targeted programs and services, it works to achieve measurable outcomes aligned with this core mission.

Who is eligible for services?

Programs are designed to serve General public based on need and program requirements. The organization strives to provide accessible services to diverse populations.

How is the organization funded?

With approximately $42.8 million in annual revenue, operations are supported through grants, donations, and program fees. Financial information is publicly available through IRS Form 990 filings.

How can someone get involved?

Community members can connect through the organization's website or contact the Cincinnati, OH office. Opportunities may include volunteering, donations, or program participation.

Episcopal Retirement Homes Inc

Cincinnati, OH · Founded 1951

Senior living provider offering person-centered care and services for older adults

Primary audience

General public

Work area

Community services

Topic

Community development

Contact

Laura Lamb

Website Contact

About Organization

Episcopal Retirement Services enriches the lives of older adults through senior living communities, in-home care, and community-based services. Founded in 1951 in Cincinnati, OH, the organization operates with $42.8 million in annual revenue and employs 818 staff members serving 326 volunteers.

What They Focus On

Mission Delivery

Implementing core programs that directly advance organizational purpose.

Capacity Building

Strengthening infrastructure through strategic planning and resource development.

Community Impact

Creating measurable outcomes that benefit populations served.

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2024)

$42.8M

Expenses (2024)

$41.3M

Assets (2024)

$62.0M

Employees (2024)

818

Year	Revenue	Expenses	Assets	Employees
2024	$42,799,123	$41,319,164	$61,975,284	818
2023	—	—	—	—
2023	$39,959,006	$39,810,454	$58,629,055	783
2022	—	—	—	—
2022	$37,204,804	$37,823,186	$61,823,723	699
2020	$36,529,567	$36,712,962	$69,550,894	609
2019	$33,384,958	$33,817,706	$69,927,186	984
2018	$32,598,967	$32,184,501	$67,362,870	983

Source: IRS Form 990 filings. All figures in USD.

01

Identify Needs

Assess community priorities through stakeholder engagement and analysis.
02

Plan Initiatives

Design strategic programs and allocate resources to address needs.
03

Execute Programs

Implement services through trained staff while maintaining quality standards.
04

Evaluate Results

Measure outcomes and gather feedback to assess impact and improve.

Programs and Initiatives

Services and programs offered by Episcopal Retirement Homes Inc

General Operating Support

Grant-funded initiative supporting organizational mission and community needs.

Programatic Support

Grant-funded initiative supporting organizational mission and community needs.

Project Support

Grant-funded initiative supporting organizational mission and community needs.

Team & Leadership

Meet the people behind Episcopal Retirement Homes Inc.

Contact the team Contact

Laura Lamb

CEO

10 hrs/week

Compensation: $458,571

Laura Lamb joined Episcopal Retirement Services in 1994. She earned a Bachelor of Arts in Biology from the University of Cincinnati in 1991 and received her Master’s degree in Health Administration from Xavier University in 1994. Her thesis on Organizational Design in Healthcare was completed while working as an intern with ERS. Since beginning her career at ERS, Laura has held multiple roles in operations and support services, most recently as Executive Vice President. After an extensive national search, ERS promoted Laura to the position of President & CEO in January 2017. As CEO, Laura provides strategic and organizational leadership to ensure the delivery of ERS' mission and successful business results. ERS offers residential communities in Ohio, Kentucky, and Indiana with three life plan communities, 30 affordable living communities, one middle market community, and a host of outreach ministries such as Deupree Meals on Wheels, Living Well Senior Solutions (ERS’s geriatric care

Daniel Steward

CFO

10 hrs/week

Compensation: $273,923

Windy N McCaughey

Executive Director, Deupree Admin

Full-time

Compensation: $136,043

Joy Blang

Executive Director, Philanthropy

10 hrs/week

Compensation: $135,468

Judith Dean

Director Of Nursing (Mpl)

Full-time

Compensation: $129,848

Beverly Edwards

VP, Residential Healthcare

10 hrs/week

Compensation: $214,067

Beverly Edwards joined ERS in 2016, and she was a member of the ERS Next Generation Leadership Program to prepare her to serve as a candidate for a vice president role. Previously, she served as the Executive Director of the Episcopal Church Home (ECH) community in Louisville, KY, before her promotion to Senior Executive Director. Beverly has been instrumental in the financial turnaround of ECH and the master planning of that campus. Recently, she worked more with the Cincinnati retirement communities, Marjorie P. Lee and Deupree House, and expanded her operational expertise.

James Wilson

VP, Affordable Living

10 hrs/week

Compensation: $195,240

Joan Wetzel

VP, Human Resources

10 hrs/week

Compensation: $177,755

Megan Bradford

VP, Middle Market & Ministry

10 hrs/week

Compensation: $159,379

Kenya Willis

Registered Nurse

Full-time

Compensation: $138,264

Anthony Williams

Administrator (Mpl)

Full-time

Compensation: $125,513

Lauryn Moore

VP, Marketing

10 hrs/week

Compensation: $76,695

Thomas Regan

Chairman

0 hrs/week

Jimmy Wilson, VP of Affordable Living

Dr. James “Jimmy” Wilson has served in the affordable housing industry since 1990. With degrees from the University of Louisville and Spalding University, Jimmy began his career with the U.S. Department of Housing and Urban Development (HUD) then served in management and executive leadership roles with nonprofit organizations.

Dan Steward, CFO

Before joining as Chief Financial Officer in 2019, Dan served ERS as an external advisor and audit partner since 2015. Dan has nearly 20 years of experience as a certified public accountant (CPA), most recently as an audit partner at RSM US LLP, a national public accounting firm.

Milestones

1951

Organization Founded

1951

Episcopal Retirement Homes Inc was established to address community needs and advance its mission.

1959

Leadership Development

1959

Strengthened governance with expanded board and executive team.

2022

Program Expansion

2022

Significant growth in organizational capacity and service delivery.

2024

Community Impact

2024

Demonstrated effectiveness through measurable program outcomes.

Associated People

Board members, advisors, and key contributors

Board of Directors

Alan Hartman Board Member 0.20 hrs/week

Albert Smitherman Board Member 0.20 hrs/week

Apryl Pope Board Member 0.20 hrs/week

Bill Woods Board Member, Mpl Rep 0.20 hrs/week

Chip Workman Board Member 0.20 hrs/week

Dora Anim Board Member 0.20 hrs/week

Elizabeth Zwilling Board Member 0.20 hrs/week

Eric Kearney Board Member 0.20 hrs/week

Gerron McKnight Board Member 0.20 hrs/week

Gregory Hopkins Board Member 0.20 hrs/week

Jenny Payne Board Member 0.20 hrs/week

Joann Hagopian Board Member 0.20 hrs/week

Rev Cannon Jack Koepke Board Member 0.20 hrs/week

Rev Darren Elin Board Member, Bishop's Rep 0.20 hrs/week

Rev John Fritschner Board Member, Echf Rep 0.20 hrs/week

Thomas Retford Board Member, Dh Rep 0.20 hrs/week

W Thomas Cooper Board Member, Echf Rep 0.20 hrs/week

Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2024)

$2.5M

Highest Paid

$537K

Laura Lamb

Compensated Officers

Name	Title	Base	Other	Total	Hrs/Wk
Laura Lamb	CEO	$458,571	$78,609	$537,180	10
Daniel Steward	CFO	$273,923	$33,987	$307,910	10
Beverly Edwards	VP, Residential Healthcare	$214,067	$3,451	$217,518	10
Joan Wetzel	VP, Human Resources	$177,755	$39,186	$216,941	10
James Wilson	VP, Affordable Living	$195,240	$15,760	$211,000	10
Joy Blang	Executive Director, Philanthropy	$135,468	$42,513	$177,981	10
Megan Bradford	VP, Middle Market & Ministry	$159,379	$5,906	$165,285	10
Windy N Mccaughey	Executive Director, Deupree Admin	$136,043	$22,675	$158,718	40
Judith Dean	Director Of Nursing (Mpl)	$129,848	$26,291	$156,139	40
Anthony Williams	Administrator (Mpl)	$125,513	$25,443	$150,956	40
Kenya Willis	Registered Nurse	$138,264	$2,115	$140,379	40
Lauryn Moore	VP, Marketing	$76,695	$7,529	$84,224	10

Name	Title	Base	Other	Total	Hrs/Wk
Laura Lamb	CEO	$518,728	$76,758	$595,486	10
Daniel Steward	CFO	$252,506	$35,142	$287,648	10
Beverly Edwards	VP, Resident Healthcare	$202,734	$3,459	$206,193	10
Joan Wetzel	VP, HR & Org. DEV.	$169,067	$36,138	$205,205	10
James Wilson	VP, Affordable Living	$186,306	$15,285	$201,591	10
Bryan Reynolds	VP, Marketing (Until 12/29/23)	$141,924	$37,116	$179,040	10
Lillie M Mecheau	Versatile Worker	$152,085	$25,992	$178,077	40
Joy Blang	Executive Director Philanthropy	$128,821	$42,649	$171,470	40
Windy N Mccaughey	Executive Director	$144,455	$23,309	$167,764	40
Megan Bradford	VP, Middle Market & Ministry	$146,102	$4,212	$150,314	10
Judith Dean	Director Of Nursing	$124,384	$25,397	$149,781	40
Anthony Williams	Administrator	$120,013	$21,084	$141,097	40

Name	Title	Base	Other	Total	Hrs/Wk
Laura Lamb	CEO	$495,034	$61,284	$556,318	10
Daniel Steward	CFO	$249,143	$27,051	$276,194	10
Beverly Edwards	VP, Resident Healthcare	$201,997	$3,108	$205,105	10
James Wilson	VP, Affordable Living	$188,694	$11,047	$199,741	10
Joan Wetzel	VP, HR & Ord. DEV.	$169,795	$26,816	$196,611	10
Lillie M Mecheau	Versatile Worker	$157,874	$21,003	$178,877	40
Bryan Reynolds	VP, Marketing	$146,738	$24,130	$170,868	10
Joy Blang	Ed Fund Development	$133,206	$28,489	$161,695	40
Megan Bradford	VP, Middle Market & Ministry	$148,349	$4,360	$152,709	10
Lavetta Surrell	RN	$148,660	$2,633	$151,293	40
Judith Dean	Director Of Nursing	$123,537	$26,116	$149,653	40
Ronald E Stambaugh	Ed Hospitality	$114,157	$21,986	$136,143	40

Name	Title	Base	Other	Total	Hrs/Wk
Laura Lamb	CEO	$422,422	$59,935	$482,357	10
Daniel Steward	CFO	$221,818	$19,463	$241,281	10
Kathy Ison-Lind	VP Affordable Living Until 2/1/2020	$191,778	$28,076	$219,854	10
Ginny Uehlin	VP Of Resident Housing	$194,007	$10,258	$204,265	10
Joan Wetzel	VP Of HR And Ord DEV	$152,727	$21,072	$173,799	10
Beverly Edwards	Ech Executive Director	$167,311	$3,028	$170,339	1
Bryan Reynolds	VP Of Marketing	$140,813	$18,910	$159,723	10
Joy Blang	Ed Fund Development	$125,940	$20,004	$145,944	40
Gini Tarr	Community Relations Director	$126,930	$15,909	$142,839	40
Lavetta Surrell	RN	$132,980	$9,430	$142,410	40
Judi Dean	Director Of Nursing	$116,099	$24,352	$140,451	40

Name	Title	Base	Other	Total	Hrs/Wk
Laura Lamb	CEO	$349,038	$60,117	$409,155	10
Kathy Ison-Lind	VP Affordable Living	$191,720	$32,878	$224,598	10
Ginny Uehlin	VP Of Resident Housing	$180,239	$15,416	$195,655	10
Beverly Edwards	Ech Executive Director	$156,666	$3,893	$160,559	1
Bryan Reynolds	VP Of Marketing	$137,235	$14,717	$151,952	10
Joan Wetzel	VP Of HR And Ord DEV	$145,626	$3,530	$149,156	10
Joy Blang	Ed Fund Development	$125,791	$18,824	$144,615	40
Judi Dean	Director Of Nursing	$121,931	$20,196	$142,127	40
Gini Tarr	Community Relations Director	$116,629	$18,522	$135,151	40
Emerson Stambaugh	Ed - Hospitality	$112,259	$20,744	$133,003	40
Paul Scheper	CFO (End 12/19)	$114,255	$9,492	$123,747	10
Lydell Carter	CFO (End 3/19)	$74,133	$6,937	$81,070	10
Daniel Steward	CFO	$38,125	—	$38,125	10

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

Partners & Funders

Grant funding relationships from IRS Form 990 filings

$96K Grants Received

2 Organizations

Top Funders

2 total

The Greater Cincinnati Foundation

$74K

Meals On Wheels America 2 grants

$22K

Source: IRS Form 990 Schedule I filings. Amounts may span multiple tax years.

Federal Funding

Government awards and grants from USAspending.gov

$18K Total Obligated

$18K Total Amount

1 Awards

1 Agency

Awards

Agency	Award ID	Type	Period	Amount
HUD	OH10M100316-26Z	DIRECT PAYMENT FOR SPECIFIED USE, AS A SUBSIDY OR OTHER NON-REIMBURSABLE DIRECT FINANCIAL AID (C)		$17,611

Source: USAspending.gov. Amounts represent total federal obligations.

Contact

Get in touch with Episcopal Retirement Homes Inc

Email

[email protected]

Phone

(513) 271-9610

Social

Visit Website

3870 Virginia Ave Cincinnati, OH 45227

Episcopal Retirement Homes Inc

What They Focus On

Financial Information

How They Work

Identify Needs

Plan Initiatives

Execute Programs

Evaluate Results

Programs and Initiatives

General Operating Support

Programatic Support

Project Support

Team & Leadership

Laura Lamb

Daniel Steward

Windy N McCaughey

Joy Blang

Judith Dean

Beverly Edwards

James Wilson

Joan Wetzel

Megan Bradford

Kenya Willis

Anthony Williams

Lauryn Moore

Thomas Regan

Jimmy Wilson, VP of Affordable Living

Dan Steward, CFO

Milestones

Organization Founded

Leadership Development

Program Expansion

Community Impact

Associated People

Board of Directors

Executive Compensation

Partners & Funders

Top Funders

Related Organizations

Tax-Exempt Affiliates

Federal Funding

Awards

Contact

Email

Phone

Social