Episcopal Retirement Services

Name

Episcopal Retirement Services

Legal name

Episcopal Retirement Services

Website

https://episcopalretirement.com

Company type

Private

Founded year

1951

Operating status

Operating

Headcount range

501–1,000 employees

Ownership category

akta.pro rank

Product category

Senior Living and Elder Care Services

NAICS

Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (62331), Continuing Care Retirement Communities (623311), Assisted Living Facilities for the Elderly (623312), Services for the Elderly and Persons with Disabilities (624120)

SIC

Services-Nursing & Personal Care Facilities (8050), Services-Skilled Nursing Care Facilities (8051), Services-Home Health Care Services (8082)

akta.pro primary industry

Luxury / High-End Assisted Living Communities (HLADABAD)

akta.pro secondary industries

Assisted Living with Enhanced Care / High-Acuity (Aging-in-Place) (HLADABAC), Affordable/Subsidized Independent Living (HUD/LIHTC) Communities (HLADAAAB), Elder Services & Aging Support (BPAGAEAF), Senior Living Property Management (BPAJAGAI)

Keywords

• Senior living services
• Continuing care retirement
• Memory care support
• Affordable senior housing
• Community-based elder care

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Supply Chain, Marketing or Sales, Others

Revenue model

1. Senior Living Community Fees: Monthly fees from three premier continuing care retirement communities (Marjorie P. Lee and Deupree House in Cincinnati, OH; Episcopal Church Home in Louisville, KY) offering independent living, assisted living, memory care, and long-term care services.
2. Affordable Housing Operations: Rent-subsidized affordable senior living through 32 communities throughout Ohio, Kentucky, and Indiana, structured with Low-Income Housing Tax Credits.
3. Deupree Meals On Wheels: Home meal delivery service for seniors 60+ throughout Hamilton County, funded partially through Council on Aging of Southwest Ohio and community donations.
4. Foundation Donations: ERS Foundation fundraising with promise that no resident will be asked to leave due to lack of funds. Includes Good Samaritan Mission Fund for care subsidies and Lauren Brown Empowerment Fund for team member support.
5. Middle Market Expansion - Preserve at Olive Branch: Expansion into middle market senior living bringing mission-based services to broader demographic.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core offering

Episcopal Retirement Services operates three premier continuing care retirement communities (Marjorie P. Lee and Deupree House in Cincinnati, OH, and Episcopal Church Home in Louisville, KY) providing independent living, assisted living, memory care, long-term care, and short-term rehabilitation. The organization also manages 32 rent-subsidized affordable senior living communities across Ohio, Kentucky, and Indiana, and offers community-based programs including the Center for Memory Support and Inclusion (CMSI), Deupree Meals On Wheels (delivering 115,000+ meals annually), the Swipe 'N' Dine restaurant meal program, and Living Well Senior Solutions in-home services.

Product overview

Episcopal Retirement Services (ERS) operates a comprehensive portfolio of senior living communities and community-based services across the Ohio, Kentucky, and Indiana tri-state area. The organization offers a continuum of care through three premier continuing care retirement communities (CCRCs) — Deupree House and Marjorie P. Lee in Cincinnati, Ohio, and Episcopal Church Home in Louisville, Kentucky — providing independent/enriched living, assisted living, memory care, long-term care, and short-term rehabilitation services. ERS also manages 32 rent-subsidized Affordable Living communities across the region. Beyond residential care, ERS provides community services including the Center for Memory Support & Inclusion (CMSI), which offers free dementia support, education, and programming; Deupree Meals On Wheels delivering over 115,000 meals annually; and the Swipe 'N' Dine restaurant-based meal program. The organization also offers a free Dementia Guide as an educational resource. ERS serves as one of the region's only senior living organizations to receive Top Workplace recognition for 17 consecutive years.

Differentiator

Problem solved

Functional benefit

Brands

• Deupree Meals On Wheels: Meal delivery program for seniors 60+ throughout Hamilton County, including Savory Selects and therapeutic meal options
• Swipe 'N' Dine
• Center for Memory Support and Inclusion (CMSI)
• Living Well Senior Solutions
• Affordable Living by ERS

Products and services

• Independent/Enriched Living Premier retirement living option offering seniors autonomy and engagement in a supportive community setting within ERS CCRCs.
• Assisted Living Personalized care services assisting seniors with daily activities while promoting independence and dignity, available at Marjorie P. Lee, Deupree House, and Episcopal Church Home.
• Memory Care Specialized dementia support and care for individuals living with Alzheimer's or other forms of dementia, delivered within dedicated memory support households at Marjorie P. Lee and Episcopal Church Home.
• Long-Term Care Comprehensive 24-hour nursing care for seniors requiring ongoing medical and personal assistance, available at ERS CCRCs.
• Short-Term Rehabilitation Post-hospital recovery care at Marjorie P. Lee's Meyer Family Rehabilitation Center, focused on bridging the gap from hospital to home through physical, occupational, and speech therapy.
• Affordable Living Rent-subsidized, affordable senior housing communities offering 32 properties throughout Ohio, Kentucky, and Indiana with support services for seniors with limited incomes, structured using Low-Income Housing Tax Credits.
• Center for Memory Support and Inclusion (CMSI) An outreach ministry providing free support, education, and programming for individuals with dementia and their care partners, including programs such as With Art in Mind, Songs in Mind, Wild About Minds, and Minds & Signs.
• Deupree Meals On Wheels Home meal delivery service delivering over 115,000 meals annually to seniors 60+ throughout Hamilton County, including Savory Selects and therapeutic meal options for various dietary needs.
• Swipe 'N' Dine Restaurant-based meal program operated in partnership with the Council on Aging of Southwest Ohio, allowing adults age 60+ to enjoy nutritious meals at partner restaurants at reduced cost, including Frisch's, Kinneret Grill, Ali Baba, Marx Bagels, and Imperial Wok.
• Living Well Senior Solutions Community-based and in-home services designed to give seniors independence and appropriate care options beyond the residential community setting.
• Deupree House Premier continuing care retirement community (CCRC) located in Cincinnati, Ohio, Hyde Park neighborhood, offering independent living, assisted living, memory care, and long-term care services.
• Marjorie P. Lee Premier continuing care retirement community (CCRC) located in Cincinnati, Ohio, Hyde Park neighborhood, featuring the Meyer Family Rehabilitation Center for short-term rehab, memory support households, and comprehensive senior care services.
• Episcopal Church Home Premier continuing care retirement community (CCRC) located in Louisville, Kentucky, offering memory care, long-term care, and comprehensive senior living services.
• Dementia Guide Free downloadable guidebook providing practical information about dementia including symptoms, diagnoses, communication tips, brain health strategies, and daily living tools for individuals and care partners impacted by memory loss. 450+ downloads and nearly 2,000 physical copies distributed.

Quantifiable outcome

• 115,000+ meals delivered annually to homebound seniors
• +4 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

18 partnerships are on record, tiered core and minor.

• Meals on Wheels AmericacoreStrategic or Co-development PartnerCommunity partner for Deupree Meals On Wheels program. Meals on Wheels America is the oldest and largest organization in the United States dedicated to helping seniors thrive with nutritious meals and caring human contact.
• Council on Aging of Southwest OhiocoreStrategic or Co-development PartnerFunding partner for Swipe 'N' Dine restaurant-based meal program. Council on Aging of Southwestern Ohio provides funding and support for senior services in Hamilton County.
• UC Gardner Neuroscience InstitutecoreStrategic or Co-development PartnerHealthcare partnership for CMSI dementia support and education programs, bringing neurological expertise to memory care services.
• Giving Voice FoundationcoreStrategic or Co-development PartnerHealthcare partnership for dementia education and support through CMSI programs, focusing on dementia-inclusive community building.
• Cincinnati Art MuseumminorStrategic or Co-development PartnerPartnership for CMSI's With Art in Mind program, offering art enrichment for individuals with dementia and their care partners.
• Contemporary Arts CenterminorStrategic or Co-development PartnerPartnership for CMSI's With Art in Mind program, providing art engagement opportunities for dementia community.
• Taft Museum of ArtminorStrategic or Co-development PartnerPartnership for CMSI's With Art in Mind program, offering cultural enrichment for memory care participants.
• Cincinnati ZoominorStrategic or Co-development PartnerPartnership for CMSI's Wild About Minds program, bringing animal engagement to dementia community programs.
• American Sign MuseumminorStrategic or Co-development PartnerPartnership for CMSI's Minds & Signs program, providing unique sensory and cultural experiences for dementia community.
• Keys for Success Music TherapistsminorStrategic or Co-development PartnerPartnership for CMSI's Songs in Mind program, a 10-week choir experience for individuals with dementia and their care partners.
• Frisch'sminorChannel Partner/ Reseller/ DistributorRestaurant partner for Swipe 'N' Dine program with locations at 8383 Vine Street (Hartwell) and 4462 Eastgate Boulevard, Cincinnati, OH.
• Kinneret GrillminorChannel Partner/ Reseller/ DistributorRestaurant partner for Swipe 'N' Dine program at 4068 E Galbraith Rd, Cincinnati.
• Ali Baba Mediterranean GrillminorChannel Partner/ Reseller/ DistributorRestaurant partner for Swipe 'N' Dine program at 4793 Red Bank Expy, Cincinnati.
• Marx BagelsminorChannel Partner/ Reseller/ DistributorRestaurant partner for Swipe 'N' Dine program at 9701 Kenwood Road, Blue Ash, OH 45242.
• Imperial WokminorChannel Partner/ Reseller/ DistributorRestaurant partner for Swipe 'N' Dine program at 4071 Galbraith Rd, Cincinnati, OH 45236.
• Cincinnati Police DepartmentcoreStrategic or Co-development PartnerTwice-yearly partnership with CMSI and Alzheimer's Association of Greater Cincinnati to help officers learn to better communicate with and support those living with dementia.
• Alzheimer's Association of Greater CincinnaticoreStrategic or Co-development PartnerHealthcare partnership for dementia education and training, including sessions with Cincinnati Police Department on responding to those living with dementia.
• Anstey HodgeminorStrategic or Co-development PartnerPartner mentioned in CMSI context for dementia guide award recognition.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Sunrise Senior Living: Established for-profit senior living operator with communities across the U.S. offering assisted living and memory care. Comparable in care-level offering to ERS's assisted living and memory care programs.
• Atria Senior Living: Major for-profit senior living operator with a national portfolio of independent living, assisted living, and memory care communities. Comparable to ERS's premier CCRC tier in service mix and target demographic.
• Brookdale Senior Living: Largest U.S. senior living operator with a national portfolio of independent living, assisted living, and memory care communities. Comparable in service mix to ERS's CCRCs but as a for-profit scaled incumbent.

Direct peers

• National Church Residences: Large nonprofit senior housing and services operator with a multi-state footprint offering independent living, assisted living, memory care, and skilled nursing. Most directly comparable to ERS as a faith-based nonprofit CCRC and affordable housing operator.
• Judson Services: Cleveland-based nonprofit senior living provider offering independent living, assisted living, memory care, and skilled nursing with a faith-based mission — Ohio regional peer comparable to ERS.
• Otterbein Senior Life: Ohio-based nonprofit senior living operator with CCRCs, assisted living, memory care, and skilled nursing — direct Ohio regional peer to ERS with similar faith-affiliated nonprofit model.
• Presbyterian Senior Living: Faith-based nonprofit operating multiple CCRCs and senior living communities across the Mid-Atlantic. Closely comparable mission-driven model and continuum-of-care service offering.
• Masonic Communities of Kentucky: Kentucky-based nonprofit senior living operator with CCRCs and a range of care services. Comparable as a faith-affiliated regional nonprofit peer to ERS's Kentucky operations (Episcopal Church Home in Louisville).
• Lifespan: Nonprofit organization supporting senior services, including aging-in-place programs and care coordination in the Greater Cincinnati/Northern Kentucky region — direct peer to ERS's community-based services portfolio (CMSI, Meals on Wheels, Living Well).

Others

• LeadingAge: National industry association representing nonprofit aging-services providers. ERS's VP of Residential Healthcare sits on the LeadingAge Kentucky board chair, indicating direct organizational affiliation and a structural peer-relationship layer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/ERSCincy
• YouTubeyoutube.com/channel/UCx
• Facebookfacebook.com/ERSCincinnati
• LinkedInlinkedin.com/company/episcopal-retirement-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Episcopal Retirement Services