Episcopal Communities & Services Foundation
- Assets
- $23.7m
- Revenue
- $7.7m
- Investments
- $0.0
- Employees
- 3
- Location
- Monrovia, CA
- Founding
- 11/2014
- Data as of
- 06/2021
- EIN
- 47-1102014
Organization Overview
Episcopal Communities & Services Foundation is located in Monrovia, CA. The organization was established in 2014. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. As of 06/2021, Episcopal Communities & Services Foundation employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Episcopal Communities & Services Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Episcopal Communities & Services Foundation generated $7.7m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 45.3% each year . All expenses for the organization totaled $1.7m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Episcopal Communities & Services Foundation has awarded 15 individual grants totaling $9,448,613. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
EPISCOPAL COMMUNITIES & SERVICES FOUNDATION (ECSF) WAS ORGANIZED AS THE SOPHIE MILLER FOUNDATION ON FEBRUARY 3, 2014 BEFORE CHANGING ITS NAME IN 2019, AS A SUPPORTING ORGANIZATION TO ENHANCE ITS FUNDRAISING EFFORTS AND TO OVERSEE THE INVESTMENT AND DISTRIBUTION OF ITS DONOR FUNDS, WITH OR WITHOUT RESTRICTION. ECSF WAS ESTABLISHED BY EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS (ECS), EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ECS AND ITS SUBSIDIARIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ECSF PROVIDED $711,929 IN BENEVOLENT SUPPORT TO EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS (ECS) RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THE ACCOMMODATIONS, CARE AND SERVICES PROVIDED THEM. DURING FISCAL YEAR 2021, ECS PROVIDED CHARITABLE CARE TO 4 INDEPENDENT LIVING RESIDENTS, 9 ASSISTED LIVING RESIDENTS, AND 5 SKILLED NURSING RESIDENTS - A TOTAL OF 18 INDIVIDUALS.
ECSF PROVIDED $155,380 TO SUPPORT CREATIVE HOUSING SERVICES, LLC AN AFFILIATE THAT PROVIDES PROPERTY MANAGEMENT SERVICES,WELLNESS PROGRAMMING AND OTHER SUPPORT TO AFFORDABLEHOUSING COMMUNITIES SERVING LOW-INCOME OLDER ADULTS INSOUTHERN CALIFORNIA. ECSF ALSO PROVIDED $85,649 TOWARD THE BY YOUR SIDE PROGRAM TO SUPPORT END-OF-LIFE VIGIL COMPANIONS.
ECSF PROVIDED $192,140 TOWARD PROGRAMS TO BENEFIT ECS RESIDENTS.INCLUDING EXERCISE CLASSES, ART INSTRUCTION, CONCERTS, AND OTHER.IN ADDITION, ECSF PROVIDED $63,807 TOWARD PROGRAMS TO BENEFIT ECS EMPLOYEES, PROVIDING FINANCIAL ASSISTANCE FOR EMPLOYEEEDUCATION OPPORTUNITIES AS WELL AS EMERGENCY FUNDS THROUGHTHE STAFF ASSISTANCE FUND FOR EMERGENCIES ("SAFE").
ECSF PROVIDED $50,000 TO ECS. ECS DISBURSED THE FUNDS TO SUPPORT THE PASADENA VILLAGE, A SEPARATE 501(C)(3) ORGANIZATION DEDICATED TO MAKING IT EASIER, SAFER, AND MORE SATISFYING FOR OLDER ADULTS TO REMAIN IN THEIR HOMES THROUGHOUT THE PASADENA AREA AS THEY AGE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robin Mccarthy Director Of Dev. & Comm | Officer | 40 | $153,405 |
James S Rothrock President & CEO | OfficerTrustee | 2 | $0 |
Richard Patterson Jr Chair | OfficerTrustee | 1 | $0 |
Cathy Clement Vice Chair | OfficerTrustee | 1 | $0 |
Sherman Telleen Secretary-Treasurer | OfficerTrustee | 1 | $0 |
Megan Cooper Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,179,852 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,179,852 |
| Total Program Service Revenue | $0 |
| Investment income | $560,284 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $4,968,453 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,708,589 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,258,905 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $162,381 |
| Compensation of current officers, directors, key employees. | $16,237 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $34,802 |
| Pension plan accruals and contributions | $23,417 |
| Other employee benefits | $24,759 |
| Payroll taxes | $32,027 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $15,550 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $45,860 |
| Fees for services: Other | $57,643 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $2,317 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,391 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $17,755 |
| Total functional expenses | $1,687,463 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $792,785 |
| Savings and temporary cash investments | $1,095,365 |
| Pledges and grants receivable | $5,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $376,338 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,007 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $21,438,370 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $12,064 |
| Total assets | $23,720,929 |
| Accounts payable and accrued expenses | $851 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $138,287 |
| Total liabilities | $139,138 |
| Net assets without donor restrictions | $20,349,574 |
| Net assets with donor restrictions | $3,232,217 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $23,720,929 |
Grants Awarded
Over the last fiscal year, Episcopal Communities & Services Foundation has awarded $1,258,905 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Monrovia, CA PURPOSE: TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS | $1,245,201 |
Monrovia, CA PURPOSE: TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS. | $13,704 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Episcopal Communities & Services Foundation has recieved totaling $5,000.
| Awarding Organization | Amount |
|---|---|
Julius Sumner Miller Foundation Torrance, CA PURPOSE: ELDER CARE | $5,000 |
Endowment Analysis
| Beg. Balance | $21,500,637 |
| Earnings | $3,752,970 |
| Admin Expense | $36,371 |
| Net Contributions | $3,811,887 |
| Other Expense | $7,752,214 |
| Ending Balance | $21,286,911 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Southern Calif Glaziers H&w Tr Fund Covina, CA | $29,114,155 | $20,946,347 |
Banner Health Foundation Phoenix, AZ | $138,766,928 | $27,502,678 |
Abc California Health Trust San Diego, CA | $8,208,446 | $18,293,053 |
Montage Health Foundation Monterey, CA | $246,774,163 | $32,937,422 |
Sun Health Foundation Sun City West, AZ | $41,548,364 | $9,339,372 |
Providence St Vincent Medical Foundation Portland, OR | $302,625,014 | $42,114,354 |
Providence Portland Medical Foundation Portland, OR | $219,001,384 | $22,077,699 |
John Muir Foundation Walnut Creek, CA | $65,372,142 | $20,131,142 |
Gallo Union Health Trust Modesto, CA | $21,480,077 | $14,963,749 |
Redwood Community Health Network Petaluma, CA | $4,126,775 | $12,982,178 |
Kuakini Foundation Honolulu, HI | $15,169,850 | $4,896,720 |
Martin Luther King Jr Community Health Foundation Los Angeles, CA | $43,323,066 | $8,250,886 |