2020-11-05T15:58:41-06:00 2019-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2019-01-01 340714482 Benjamin Rose Institute on Aging % JANICE BRENNAN CPA BENJ 2163731602 11890 Fairhill Road Cleveland OH 441201053 JANICE BRENNAN CPA SR. VP & CFO 2167918000 2020-11-05 true Brandon R Miller CPA CGMA P00637088 2168311200 2020-11-05 12.203.198.2 34122420203105000005 2020-11-05 P 0B9CEC56E7D7AED94D6C12A1AC71A259EF49A470 0B9CEC56E7D7AED94D6C12A1AC71A259EF49A470 2019 2021-01-29 14:40:06Z Orion H Bell IV 11890 FAIRHILL ROAD CLEVELAND OH 44120 15296791 false X WWW.BENROSE.ORG X 1908 OH THE MISSION OF BENJAMIN ROSE INSTITUTE ON AGING IS TO ADVANCE SUPPORT FOR OLDER ADULTS AND CAREGIVERS. 26 24 240 125 0 6898863 6980250 2733703 3054752 513125 850156 -1109243 -1200681 9036448 9684477 0 0 0 0 8114047 7224401 0 0 243094 4504391 3524368 12618438 10748769 -3581990 -1064292 136491345 152625930 12343138 9280523 124148207 143345407 X THE MISSION OF BENJAMIN ROSE INSTITUTE ON AGING IS TO ADVANCE SUPPORT FOR OLDER ADULTS AND CAREGIVERS. false false 1008300 2252481 Eldercare Services Institute, LLC (ESI) provides home and community-based services for older adults and their caregivers, including adult day services, behavioral health services, caregiver support, social work, service coordination and Senior Companion services. Benjamin Rose Institutes charity care policy provides services for eligible persons without charge, or at amounts less than its established rates, based on a sliding scale fee. ESI also provides benefits counseling and education to help older adults and their caregivers access a variety of federal, state and local public benefit programs available to residents of Northeast Ohio. IN EARLY 2019, HOME HEALTH CARE SERVICES, PROVIDED BY ESI, WERE DISCONTINUED. 1925905 546337 Rose Centers for Aging Well, LLC, (RCAW) promotes successful aging by offering opportunities, programs and services that foster choice and independence, improve the quality of life and decrease social isolation. Services include home-delivered meals, congregate meals, transportation, social and recreational programs in seven location in the Greater Cleveland area. 2494341 417378 The Center for Research and Education (CRE), conducts applied aging studies that enhance the lives of older adults and the family members, friends and professionals who care for them. CRE conducts education and training programs to disseminate the latest information about aging issues and best practices in the field of aging services and raise awareness of the general public on issues related to aging and caregiving. 1588000 Charity Care 74572 Enrollment 1662572 7091118 true true false true false false false false false true true false false true true false false true false false false false false false true false false false false true false false false false false false false false false false false false true true true true false false true 52 0 true 240 true false false false false false true true false false false false false false X 26 24 false false false false false false false true true false false true true true true true true true true false OH X JANICE BRENNAN CPA 2163731602 11890 FAIRHILL ROAD CLEVELAND OH 44120 RICHARD BROWDIE PRESIDENT & CEO (To 12/31/18) 0.0 0.0 X 422636 0 36359 FRANK CARDINALE SR VP FIN. & CFO (To 9/2019) 40.0 2.0 X 270411 0 13340 ORION H BELL IV PRESIDENT & CEO (Beg. 4/22/19) 40.0 3.0 X 195861 0 11482 Mary Marita SR VP & COO 40.0 2.0 X 179992 0 25354 David Bass Sr VP Research 40.0 0.0 X 166790 0 10265 SUSAN EAGAN VP of Strategic Development 40.0 0.0 X 149834 0 19987 Carol Whitlatch Assistant Director 40.0 0.0 X 127697 0 23074 FARIDA EJAZ SR RESEARCH SCIENTIST II 40.0 0.0 X 128195 0 15458 KATHRYN KAESBERG board member 1.0 0.0 X 0 0 0 YVETTE M ITTU BOARD MEMBER 1.0 0.0 X 0 0 0 NANCY A ADAMS VICE CHAIR & SECRETARY 2.0 0.0 X X 0 0 0 CHRISTINE A LOBAS BOARD MEMBER 1.0 0.0 X 0 0 0 PATRICIA R FRUTIG JD BOARD MEMBER 1.0 2.0 X 0 0 0 AMY SCOTT GILCHRIST J BOARD MEMBER 1.0 0.0 X 0 0 0 GIESELE ROBINSON GREEN BOARD MEMBER 1.0 2.0 X 0 0 0 Kathryn Bryan PhD BOARD MEMBER 1.0 0.0 X 0 0 0 LORI LOZIER MSSA LISW BOARD MEMBER 1.0 0.0 X 0 0 0 HERMINE KRASNY OSTRO BOARD MEMBER 1.0 0.0 X 0 0 0 DENISE M KRESEVIC PHD BOARD MEMBER 1.0 0.0 X 0 0 0 ELIZABETH F STUEBER BOARD MEMBER 1.0 0.0 X 0 0 0 EMILY A DRAKE PAST CHAIRPERSON 2.0 0.0 X X 0 0 0 BARBARA BELLIN JANOVIT BOARD MEMBER 1.0 0.0 X 0 0 0 SARAH M DIMLING TREASURER 2.0 0.0 X X 0 0 0 CYNTHIA H DUNN CHAIRPERSON 2.0 0.0 X X 0 0 0 MAGGIE JACKSON PHD BOARD MEMBER 1.0 0.0 X 0 0 0 Connie Hill-Johnson Board Member 1.0 2.0 X 0 0 0 Sue Omori Board member 1.0 0.0 X 0 0 0 Deborah Enty Thru 12 Board member 1.0 0.0 X 0 0 0 Jennifer I Markworth BOARD MEMBER 1.0 0.0 X 0 0 0 BELVA DENMARK TIBBS BOARD MEMBER 1.0 0.0 X 0 0 0 DIANE DOWNING BOARD MEMBER 1.0 0.0 X 0 0 0 ANNAPURNA VALLURI PHD BOARD MEMBER 1.0 0.0 X 0 0 0 NANCY M BARNES JD BOARD MEMBER 1.0 0.0 X 0 0 0 KATHERINE B HOLLINGSW BOARD MEMBER 1.0 2.0 X 0 0 0 1641416 0 155319 8 true true false KEYSTONE TECHNOLOGY CONSULTANTS INC 787 Wye Road AKRON OH 44333 IT Services 721000 SENIOR TRANSPORTATION CONNECTION 4735 West 150th Street STE A CLEVELAND OH 44135 Transportation 232076 DUNN SOLUTIONS GROUP 5550 W TOUHY AVE SKOKIE IL 60077 IT SERVICES 395739 Comfort Systems USA Ohio Inc 7401 First Place OAKWOOD VILLAGE OH 44146 HVAC SERVICES 514286 HW Company 23240 Chargrin Blvd Suite 700 CLEVELAND OH 44122 ACCOUNTING SERVICES 109157 5 53356 1624933 5301961 5500 6980250 ELDERCARE SERVICES - HOME HEALTH CARE 621610 25814 25814 ELDERCARE SERVICES - SOCIAL SERVICES 624100 1480169 1480169 ROSE CENTERS - SOCIAL SERVICES 624100 1152677 1152677 INCOME FROM PROGRAM RELATED INVESTMENT 531110 396092 396092 3054752 971931 971931 0 0 194065 1564823 -1370758 0 -1370758 -1370758 3903000 4024775 -121775 -121775 -121775 31349 53356 22716 8633 8633 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 161444 161444 161444 9684477 3216196 -511969 0 0 0 0 950088 333169 616919 0 5071302 3686635 1211134 173533 264971 170114 86219 8638 535062 468838 43781 22443 402978 268066 122733 12179 0 62698 212 62486 0 0 0 77907 77907 1916320 1046849 868872 599 103783 102983 800 366699 302754 56383 7562 0 0 33164 23827 7269 2068 164906 148570 14268 2068 0 21181 17708 3473 0 0 58904 58904 114770 49640 64679 451 MISCELLANEOUS EXPENSES 378241 344540 33201 500 REPAIRS & MAINTENANCE 89621 51025 31144 7452 LICENSES & FEES 84365 84365 STAFF DEVELOPMENT 33028 27966 4370 692 18781 7936 10209 636 10748769 7091118 3414557 243094 280947 313390 138488 142309 534611 576504 407358 327955 0 0 0 0 4551202 0 0 0 121411 65930 19281366 7040882 2941756 12240484 31104402 33037920 0 0 1405525 -2942140 0 0 95005645 108863578 136491345 152625930 2334390 1533207 0 0 335982 24006 0 0 0 0 0 0 0 0 0 0 9672766 7723310 12343138 9280523 X 29524501 34882832 94623706 108462575 124148207 143345407 136491345 152625930 X -1064292 8953875 11307617 X false true X true true true X 6428495 6100714 6114381 6898864 6980250 32522704 0 0 6428495 6100714 6114381 6898864 6980250 32522704 18920152 13602552 410568 837344 669148 710109 971931 3599100 8633 8633 236264 82210 204557 239319 161444 923794 37054231 16468286 0.36710 0.00000 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 47050 47050 false false 31166917 162955 5737363 3980537 33086698 35594459 33250 -1039341 3421451 31166917 27889533 3500 4694822 -3006604 35594459 27738616 3500 1800389 1652972 27889533 28976815 4250 -304733 937716 27738616 0.97870 0.01350 0.00780 false false 1096179 1096179 15890924 5807536 10083388 2180510 1194120 986390 113753 39226 74527 12240484 INTEREST IN PERPETUAL TRUSTS 107025270 BOND ISSUANCE COSTS 158462 DUE FROM RELATED PARTIES 1679846 108863578 0 DEFERRED RETIREMENT OBLIGATION 501819 DEPOSITS FOR HOME HEALTHCARE S 1935 VARIABLE RATE TAXABLE DEMAND N 5610000 DUE TO RELATED PARTIES 209556 LINE OF CREDIT 1400000 7723310 RCAW GALA 84705 53356 31349 17112 5604 0 84705 53356 31349 17112 5604 22716 8633 X X X true true false false false false false false false RICHARD BROWDIE PRESIDENT & CEO (To 12/31/18) 0 0 0 0 422636 0 13750 0 22609 0 458995 0 0 0 FRANK CARDINALE SR VP FIN. & CFO (To 9/2019) 270411 0 0 0 0 0 11604 0 1736 0 283751 0 0 0 Mary Marita SR VP & COO 179992 0 0 0 0 0 8242 0 17112 0 205346 0 0 SUSAN EAGAN VP of Strategic Development 149834 0 0 0 0 0 7723 0 12264 0 169821 0 0 0 Carol Whitlatch Assistant Director 127697 0 0 0 0 0 7062 0 16012 0 150771 0 0 0 David Bass Sr VP Research 166790 0 0 0 0 0 8155 0 2110 0 177055 0 0 0 ORION H BELL IV PRESIDENT & CEO (Beg. 4/22/19) 165601 0 0 0 30260 0 0 0 11482 0 207343 0 0 0 DOCUMENTS AVAILABLE TO PUBLIC PAGE 6, PART VI, SECTION C, #19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY PAGE 6, PART VI, SECTION B, #12C THE ORGANIZATION DISTRIBUTES CONFLICT OF INTEREST STATEMENTS THAT THE BOARD MEMBERS AND OFFICERS SIGN AND RETURN ON AN ANNUAL BASIS. IN ADDITION, ALL STAFF ARE REQUIRED TO SIGN THE ORGANIZATION'S CORPORATE COMPLIANCE STATEMENT ANNUALLY AS PART OF ITS CORPORATE COMPLIANCE PROGRAM. FORM 990 REVIEW PROCESS PAGE 6, PART VI, SECTION B, #11B THE FORM 990 WILL BE FORWARDED TO ALL BOARD MEMBERS AT THE BOARD MEETING PRECEEDING THE FILING DATE. AT THAT TIME, A REVIEW OF THE FORM 990 WILL COMMENCE AND ANY RECOMMENDED CHANGES WILL BE MADE PRIOR TO FILING WITH THE IRS. PROCESS FOR DETERMINING COMPENSATION PAGE 6, PART VI, SECTION B, #15A & 15B The HUMAN RESOURCES department provides the board chair with salary INFORMATION from similar organizations. The chair then reviews this INFORMATION with the board'S executive committee when implementing annual salary and benefit increases for the president and CEO. The president and CEO reviews THE data and makes recommendations to the board chair for the remaining executive management staff, which includes officers and key employees. ALL PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE. RECONCILIATION OF NET ASSETS PAGE 12, PART XI, #9 Other changes in net assets or fund balances: BENEFICIAL INTEREST IN CHARITABLE PERPETUAL TRUSTS $ 13,357,807 ASSETS RELEASED FROM RESTRICTIONS (41,563) FORGIVENESS OF DEBT (A) (2,008,627) -------------- $11,307,617 (A) - The Organization entered into a New Market Tax Credit Program in 2012 from which the forgiven debt is the financial benefit to BRIA at the conclusion of this program. INTEREST IN PERPETUAL TRUSTS SCHEDULE D, PART IX, #1 The Organization has been named as sole or partial beneficiary in certain perpetual trusts. The fair value of that beneficial interest has been measured and recorded as an asset on the books of Benjamin Rose. This fair value is adjusted each quarter based on the assets reported in the trusts. Distributions from the trusts to Benjamin Rose are recorded as income when received. Due to the size of these trusts and related distributions, the value of annual distributions received are also reported on Schedule B, the Schedule of Contributors and totaled $4,787,022 in 2019. FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:1475572 FORM 990 PART IX LINE 11G DESCRIPTION:GRANT PURCHASED SERVICES TOTAL FEES:38596 FORM 990 PART IX LINE 11G DESCRIPTION:TRANSPORATION PURCHASED SERV. TOTAL FEES:239801 FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES I.T. TOTAL FEES:162351 ELDERCARE SERVICES INSTITUTE llc 11890 Fairhill Road CLEVELAND OH 44120 262155447 ELDERLY CARE OH 2558999 205275 BENJ ROSE BENJAMIN ROSE PROPERTY LLC 11890 Fairhill Road CLEVELAND OH 44120 340714482 RENTAL OH 1508429 12468566 BENJ ROSE SPRY OHIO REAL ESTATE LLC 11890 Fairhill Road Cleveland OH 44120 461468396 REAL ESTATE OH -476427 BENJ ROSE ROSE CENTERS FOR AGING WELL LLC 11890 FAIRHILL ROAD CLEVELAND OH 44120 471749435 SOCIAL SVCS OH 3103567 1185429 BENJ ROSE MARGARET WAGNER APARTMENTS INC 2375 EUCLID HTS BLVD CLEVELAND Heights OH 44106 341951915 LOW INC HOUSE OH 501(C)(3) 10 BENJ ROSE true MARGARET WAGNER APARTMENTS II INC 2375 EUCLID HTS BLVD CLEVELAND heights OH 44106 264430804 LOW INC HOUSE OH 501(C)(3) 10 BENJ ROSE true SETTING PRIORITIES FOR RETIREMENT YEARS 1612 K Street NW Suite 400 Washington DC DC 20006 521723616 Support & Edu DC 501(C)(3) 10 BENJ ROSE true ESOP REALTY INC 11890 fairhill road CLEVELAND OH 44120 472051024 LOW INC HOUSE OH 501(C)(3) 7 BENJ ROSE true EMPOWERING AND STRENGTHENING OHIO'S PEOP 11890 Fairhill Road CLEVELAND OH 44120 341752943 LOW INC HOUSE OH 501(C)(3) 7 BENJ ROSE true Benjamin Rose Real Estate LLC 11890 Fairhill Road Cleveland OH 44120 461468340 Real Estate OH Ben Rose RELATED -112159 0 false 0 false 0.90000 false false false false false false false false true false false true false true true true true false false MARGARET WAGNER APARTMENTS INC D 1268195 FMV MARGARET WAGNER APARTMENTS INC L 161557 FMV EMPOWERING AND STRENGTHENING OHIO'S PEOPLE E 209556 FMV EMPOWERING AND STRENGTHENING OHIO'S PEOPLE D 172857 FMV