Episcopal Relief and Development FY2023 filing

Public charity (501(c)(3)) New York, NY Since 2002 EIN 73-1635264 NTEE P20
Revenue
$22.5M
▼ -39%
FY2023 · Pt VIII · Ln 12
Expenses
$27.9M
▲ +6%
FY2023 · Pt IX · Ln 25
Net assets
$33.8M
FY2023 · Pt X · Ln 32
To programs
84%
FY2023 · Pt IX · col B
Revenue & expenses by yearFY2020–FY2024
Revenue
$22.5M
FY2023▼ -39%
Expenses
$27.9M
FY2023▲ +6%

Partners with global faith and secular networks to provide disaster relief, recovery, and lasting development for communities impacted by poverty, injustice, and climate change.

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Tax-deductible?
Yes
Per the IRS master file.
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Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
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Filing up to date?
Filed FY2024 (typical filing lag)
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Foundation funders?
12 funders, incl. The Community Foundation of the Texas Hill Country INC
$2.0M in the latest grant year.
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Spent on programs?
84% to programs
Form 990 Part IX, latest filing.
Details →
Size and trend
$10–100M
↓ -39% vs prior year
Details →

Form 990 for the fiscal year ending December 2023 (IRS tax year 2023).


Partners with global faith and secular networks to provide disaster relief, recovery, and lasting development for communities impacted by poverty, injustice, and climate change.

Founded
2002
Type
Public charity (501(c)(3)) · Human Services
Location
New York, NY
Website
www.episcopalrelief.org
Filings
5 on file (2020–2023)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →
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Figures match the IRS filing checked 8/8/26 · see original: IRS
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Where the money goes · FY2023
Where spending went · Part IX cols B–D
Program services $0.84 Management & general $0.06 Fundraising $0.10
Program efficiency
84%
of spending reaches programs
Operating runway
14.2mo
months of highly liquid reserves at operating expense rate
Surplus margin
-24%
revenue over expenses, this year

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Summary of the Filing

Part I · fiscal year 2023 · Form 990
Total assets
$37.6M
FY2023▼ -8%
Total liabilities
$3.8M
FY2023▲ +2%
Revenue less expensesPt I · Ln 19−$5.3M
Total assetsPt X · Ln 16$37.6M
Program-expense ratioPt IX · col B84%
Voting members of governing bodyPt I · Ln 319
Independent voting membersPt I · Ln 415

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CEpiscopal Relief and Development
EINHdr · item D73-1635264
Principal addressHdr · item CNew York, NY
WebsiteHdr · item Jwww.episcopalrelief.org
Year of formationHdr · item L2002
State of legal domicileHdr · item MNY
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P20)
Ruling yearIRS BMFJul 2002

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a19
Independent voting membersPt VI · Ln 1b15
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Ex-Officio-President & CEO
$386,053Pt VII · Sec A
Executive Vice President
$266,976Pt VII · Sec A
Chief Operating Officer
$244,828Pt VII · Sec A
VP, Business Development
$189,125Pt VII · Sec A
VP, Advancement
$185,410Pt VII · Sec A
VP, Intl Program Ops
$184,343Pt VII · Sec A
Faith & Community Engagement
$167,221Pt VII · Sec A
Senior Director, Human Resources
$163,513Pt VII · Sec A

Robert W Radtke’s $400K as Ex-Officio-President & CEO is at the 90th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Robert W Radtke$399,814$386,053$348,896$317,570$317,752
Abagail Nelson$278,173$266,976$256,076$246,310$243,660
Esther Cohen Thru 1224$270,912————
Esther Cohen—$244,828$236,915$228,212$222,708
Tammi Mott$192,803$184,343$154,467$150,135$147,496
Elizabeth Deisroth$190,927$185,410$182,264$177,236$174,094
Emily Bloom—$189,125$163,691$159,531$156,826
Vicia S Carrion$170,716$163,513———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

2 program services account for $23.5M of program spending, described in the organization's own filed words · FY2023.
01

Sustainable developmentepiscopal relief & development is focused on partnering with faith and community organizations worldwide to advance lasting change in communities affected by injustice, poverty, disaster and climate change through a fully integrated, holistic and values-based approach to development.

$15.9Mprogram expense
02

Disaster relief & recoverydisaster response we work through a global network of local faith and community partners to support people impacted by natural disasters and human-made crises in the united states and around the world.

$7.6Mprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$21.7M · 96%
Investment income$818K · 4%
Contributions & grants96%$21.7M
Investment income4%$818K
Other revenue$19K
Total revenueLn 12$22.5M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.84 Management & general $0.06 Fundraising $0.10
Program services84%$23.5M
Management & general6%$1.7M
Fundraising10%$2.7M
Total functional expensesLn 25$27.9M

Balance Sheet

Part X · end of year
CashLn 1$14.8M
Total assetsLn 16$37.6M
Total liabilitiesLn 26$3.8M
Total net assetsLn 32$33.8M
Months of cash on handcomputed6.4

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $33.0M · Operating expenses/yr $27.9M
14.2 months
Where the money goes
Program services
Program services $23.5M · Total expenses $27.9M
84%
Management & General
Management & general $1.7M · Total expenses $27.9M
6%
Fundraising
Fundraising $2.7M · Total expenses $27.9M
10%
Cost to raise $1
Fundraising expense (3-yr avg) $2.6M · Solicited contributions (3-yr avg) $27.4M
$0.10 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $21.7M · Total revenue $22.5M
96%
Government reliance
Government grants — · Total revenue $22.5M
—
Earned-income share
Program service revenue $0 · Total revenue $22.5M
0%
Investment reliance
Investment income $818K · Total revenue $22.5M
+4%
Program self-sufficiency
Program service revenue $0 · Total expenses $27.9M
0%
Growth & trend
Revenue growth (YoY)
This year $22.5M · Prior year $37.1M
-39%
Net-asset trend (YoY)
End of year $33.8M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $22.5M · Expenses $27.9M
-24%
Liabilities-to-Assets
Total liabilities — · Total assets $37.6M
—
Net-asset ratio
Net assets $33.8M · Total assets $37.6M
90%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $17.8M · Other securities (Pt X, ln 12) $434K · Total assets (Pt X, ln 16) $37.6M
48%
People & payroll
Highest Reported Total Compensation
Individual Robert W Radtke · Reported title EX-OFFICIO-PRESIDENT & CEO · Highest reported compensation $386K · Total expenses $27.9M
1%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $9.9M · Total expenses $27.9M
36%
Fundraising vendors
Fundraiser cost ratio
Paid to fundraisers $619K · Gross raised $6.2M
10%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 84%——
Overhead ratio 6%——
Fundraising cost ratio 12%——
Revenue growth -39%——
Investment management fee ratio 0.2%——
Legal fee ratio 0.09%——
Accounting fee ratio 0.4%——
Fundraising fee ratio 2%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2025
See all 12 funders →
Grants paid · 104 grants · $9.1M · 2020–2024
Episcopal Church in HawaiiHI · FY2024$275,150
Diocese of Puerto RicoPR · FY2024$225,000
Episcopal Diocese of LouisianaLA · FY2024$204,000
Diocese of Sw FloridaFL · FY2024$125,000
Hias INCMD · FY2024$70,000
Together LouisianaLA · FY2024$50,000
Episcopal Diocese of GeorgiaGA · FY2024$25,000
Diocese of East TennesseeTN · FY2024$25,000
Diocese of Los AngelesFY2024$10,000
See all 104 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$29.8M revenue · ⤓ 990 PDF
FY2023$22.5M revenue · viewing · ⤓ 990 PDF
FY2022$37.1M revenue · ⤓ 990 PDF
FY2021$26.1M revenue · ⤓ 990 PDF
FY2020$19.3M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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