AUMdb

Episcopal Retirement Services

EIN 475651061 · 501(c)(3) · Public charity · Cincinnati, OH · recognized 2016

Assets
$27.1M
Revenue
$8.0M
Expenses
$6.4M
Investment income
$236K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Laura Lamb Ceo $458,571 $78,609
Daniel Steward Cfo $273,923 $33,987
Beverly Edwards Vp -residential healthcare $214,067 $3,451
James Wilson Vp -affordable living $195,240 $15,760
Joan Wetzel Vp -human resources $177,755 $39,186
Megan Bradford Vp -middle market & ministry $159,379 $5,906
Lauryn Moore Vp -marketing $76,695 $7,529
Elizabeth Zwilling Board member $0 $0
Chip Workman Board member $0 $0
Bill Woods Board member - mpl rep $0 $0
Thomas Retford Board member - dh rep $0 $0
Albert Smitherman Board member $0 $0
Apryl Pope Board member $0 $0
Jenny Payne Board member $0 $0
Gerron Mcknight Board member $0 $0
Rev Cannon Jack Koepke Board member $0 $0
Eric Kearney Board member $0 $0
Gregory Hopkins Board member $0 $0
Alan Hartman Board member $0 $0
Joann Hagopian Board member $0 $0
Rev John Fritschner Board member -echf rep $0 $0
Rev Darren Elin Board member-bishop's representative $0 $0
W Thomas Cooper Board member - echf rep $0 $0
Dora Anim Board member $0 $0
Tom Regan Chair $0 $0