2019-10-11T11:53:27-05:00 2018-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2018-01-01 340714482 Benjamin Rose Institute on Aging % FRANK CARDINALE BENJ 2163731602 11890 Fairhill Road Cleveland OH 441201053 FRANK CARDINALE Sr. VP 2167918000 2019-09-30 true Brandon R Miller CPA CGMA P00637088 2168311200 2019-09-27 12.203.198.2 34122420192845000043 2019-10-11 P 309A3ACB402447756C76ADF8F06F637CB1B0A4F9 34089975C9E51BE86CA840C95A49BD49D8F931EE 2018 2020-01-14 16:20:31Z Orion H Bell IV 11890 FAIRHILL ROAD CLEVELAND OH 44120 13619040 false X WWW.BENROSE.ORG X 1908 OH TO ADVANCE SUPPORT FOR OLDER ADULTS AND CAREGIVERS BY PROVIDING Home and Community-based services, evidence- based programs, and education to improve public policy. 24 24 212 25 0 6114381 6898863 2913114 2733703 1447519 513125 -1160816 -1109243 9314198 9036448 0 0 0 0 7662733 8114047 0 0 227151 3387143 4504391 11049876 12618438 -1735678 -3581990 152530468 136491345 12394282 12343138 140136186 124148207 X THE MISSION OF BENJAMIN ROSE INSTITUTE ON AGING IS TO ADVANCE SUPPORT FOR OLDER ADULTS AND CAREGIVERS. false false 2654938 1363189 The purpose of the Eldercare Services Institute (ESI) is to advance support for older adults and caregivers by providing a full range of services in the home and in the community. A staff of licensed social workers, counselors, registered nurses and paraprofessionals is trained to help older adults with aging-related changes in their bodies, minds and environment. When necessary, therapists for specific disabilities and other professionals are integrated into the team. By providing multiple services to individuals, ESI is uniquely situated to make coordination of care much more effective. Services offered by Benjamin Rose for older adults include: An adult day program, which provides social and therapeutic activities for older adults and respite for caregivers; Home care, which includes Medicare-certified skilled nursing care, personal care, homemaking and private-duty care; Mental health services, which include case management and counseling; A partial hospitalization program, which provides therapeutic group treatment for older adults with mental illness; Social work services, which include counseling, case management and consultation; and the Senior Companion Program, which provides companionship to isolated seniors. 1845225 1205145 The Rose Centers for Aging Well exists to promote successful aging for Northeast Ohios adults by offering opportunities, programs and services that foster choice and independence. Seven Rose Centers locations throughout Cleveland, East Cleveland and Oakwood Village provide educational programs, wellness opportunities and hot lunches for older adults. In addition, a home-delivered meal program provides access to nutritionally balanced meals for homebound seniors. 2354507 404688 The Center for Research and Education, formerly known as the Margaret Blenkner Research Center and established in 1961, conducts applied aging research using various methodologies; collects data directly from consumers and professionals to understand their perspective; uses research to develop and test evidence-based programs; develops and tests data collection tools; and conducts consumer satisfaction surveys. Research is used to enhance the lives of older adults, their families and service providers who care for them and to shape health and social service programs and policies at the local, state and federal levels. Research staff are uniquely qualified to collaborate with service providers in translating research findings into evidence-based programs. Research findings are published widely in professional journals and presented to local, national and international audiences. Education and training manuals for older adults, families and services providers are also developed. High quality education and training to promote the professional and paraprofessional growth, development and skills of those who work in the field of aging and health services is provided through the Centers education component. 1440000 Charity Care (See Schedule O) Center for Consumer Education and Benefits 150059 Enrollment (See schedule O) 1590059 8444729 true true false false false false false false false true true false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false true true true true false false true 60 0 true 212 true false false false false false false false false false false X 24 24 false false true false false false false true true false false true true true true true true true true false OH X FRANK CARDINALE 2167918000 11890 FAIRHILL ROAD CLEVELAND OH 44120 KATHRYN KAESBERG board member 1.0 0.0 X 0 0 0 YVETTE M ITTU BOARD MEMBER 1.0 2.0 X 0 0 0 NANCY A ADAMS BOARD MEMBER 1.0 0.0 X 0 0 0 CHRISTINE A LOBAS BOARD MEMBER 1.0 0.0 X 0 0 0 PATRICIA R FRUTIG BOARD MEMBER 1.0 2.0 X 0 0 0 AMY SCOTT GILCHRIST BOARD MEMBER 1.0 0.0 X 0 0 0 GIESELE ROBINSON GREENE MD BOARD MEMBER 1.0 2.0 X 0 0 0 Kathryn Bryan BOARD MEMBER 1.0 0.0 X 0 0 0 LORI LOZIER BOARD MEMBER 1.0 0.0 X 0 0 0 HERMINE KRASNY OSTRO TREASURER 2.0 0.0 X X 0 0 0 DENISE M KRESEVIC PHD BOARD MEMBER 1.0 0.0 X 0 0 0 ELIZABETH F STUEBER PAST CHAIRPERSON 2.0 0.0 X X 0 0 0 JOANN H MORANO SECRETARY (1/1-9/30) 2.0 0.0 X X 0 0 0 EMILY A DRAKE CHAIRPERSON 2.0 0.0 X X 0 0 0 BARBARA BELLIN JANOVITZ BOARD MEMBER 1.0 0.0 X 0 0 0 SARAH M DIMLING BOARD MEMBER 1.0 0.0 X 0 0 0 CYNTHIA H DUNN VICE 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 0.0 X 0 0 0 Sue Omori Board member 1.0 0.0 X 0 0 0 Deborah C Enty 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 ANNPURNA VALLURI PHD BOARD MEMBER 1.0 0.0 X 0 0 0 RICHARD BROWDIE PRESIDENT & CEO 40.0 2.0 X 345645 0 13910 FRANK CARDINALE SR VP FINANCE & CFO 40.0 2.0 X 232075 0 2252 Mary Marita SR VP & COO 40.0 2.0 X 164840 0 17095 SUSAN EAGAN VP of Strategic Development 40.0 0.0 X 154456 0 12251 Carol Whitlatch Assistant Director 40.0 0.0 X 141239 0 16012 David Bass Sr VP Research 40.0 0.0 X 163095 0 2098 Roslyn Quarto Executive Director 40.0 0.0 X 134209 0 13880 1335559 0 77498 8 false true false Serality Inc 225 Winter Street HOPKINTON MA 01748 IT SERVICES 240858 KEYSTONE TECHNOLOGY CONSULTANTS INC 787 Wye Road AKRON OH 44333 IT Services 687416 SENIOR TRANSPORTATION CONNECTION 4735 West 150th Street STE A CLEVELAND OH 44135 Transportation 196885 DUNN SOLUTIONS GROUP 5550 W TOUGY AVE 400 SKOKIE IL 60077 IT SERVICES 240383 JAMIESON RICCA COMPANY 1845 E 40TH ST CLEVELAND OH 44103 WINDOW REPLACEMENT 214729 8 1684100 5214763 6038 6898863 ELDERCARE SERVICES - HOME HEALTH CARE 621610 445059 445059 ELDERCARE SERVICES - SOCIAL SERVICES 624100 1268791 1268791 ROSE CENTERS - SOCIAL SERVICES 624100 1166505 1166505 INCOME FROM PROGRAM RELATED INVESTMENT 531110 -146652 -146652 2733703 710109 710109 0 0 184234 1532796 -1348562 0 -1348562 -1348562 2852812 3031601 18195 -178789 -18195 -196984 -196984 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 239319 239319 239319 9036448 2973022 -835437 0 0 0 0 593882 179777 414105 0 5774814 4212692 1402583 159539 279479 183699 87851 7929 1021276 591790 423623 5863 444596 303535 129875 11186 0 130857 130857 0 0 0 0 2742098 1865195 865655 11248 92449 91449 1000 318214 273835 39325 5054 0 0 38482 19775 16362 2345 188048 148362 34341 5345 0 27707 21604 6103 0 0 42046 42046 108527 52064 56008 455 MISCELLANEOUS EXPENSES 382623 331086 51537 REPAIRS & MAINTENANCE 202953 111236 82186 9531 REAL ESTATE TAXES 100800 100800 BAD DEBT EXPENSE 45434 45434 84153 62599 20001 1553 12618438 8444729 3946558 227151 692874 280947 133544 138488 458500 534611 708985 407358 0 0 0 0 4551202 4551202 0 0 60930 121411 8084512 5142756 3107208 2941756 35001568 31104402 0 0 1511603 1405525 0 0 106304054 95005645 152530468 136491345 1955939 2334390 0 0 353050 335982 0 0 0 0 0 0 0 0 0 0 10085293 9672766 12394282 12343138 X 34710336 29524501 459244 367176 104966606 94256530 140136186 124148207 152530468 136491345 X -3581990 -1484805 -10921184 X false true X true true true X 6922906 6428495 6100714 6114381 6898864 32465360 2381599 3890653 3876064 2913114 2733703 15795133 0 0 0 9304505 10319148 9976778 9027495 9632567 48260493 4668703 4393763 4283306 4121945 4461156 21928873 0 4668703 4393763 4283306 4121945 4461156 21928873 26331620 1095159 410568 837344 669148 710109 3722328 0 1095159 410568 837344 669148 710109 3722328 0 332606 236264 82210 204557 239319 1094956 10732270 10965980 10896332 9901200 10581995 53077777 0.49610 0.48146 0.07013 0.08153 X 35594459 33250 -1039341 3421451 31166917 27889533 3500 4694822 -3006604 35594459 27738616 3500 1800389 1652972 27889533 28976815 4250 -304733 937716 27738616 27122578 907112 2347625 1400500 28976815 0.98010 0.01450 0.00540 false false 341601 341601 5803442 4118175 1685267 1853598 995613 857985 85872 28969 56903 2941756 INTEREST IN PERPETUAL TRUSTS 93667463 BOND ISSUANCE COSTS 196246 DUE FROM RELATED PARTIES 1141936 95005645 0 DEFERRED RETIREMENT OBLIGATION 509961 DEPOSITS FOR HOME HEALTHCARE S 7299 VARIABLE RATE TAXABLE DEMAND N 6660000 DUE TO RELATED PARTIES 2495506 9672766 X X false false false false false false false false false RICHARD BROWDIE PRESIDENT & CEO 336645 0 0 0 9000 0 0 0 13910 0 359555 0 0 0 FRANK CARDINALE SR VP FINANCE & CFO 232075 0 0 0 0 0 0 0 2252 0 234327 0 0 0 Mary Marita SR VP & COO 164840 0 0 0 0 0 0 0 17095 0 181935 0 0 0 SUSAN EAGAN VP of Strategic Development 154456 0 0 0 0 0 0 0 12251 0 166707 0 0 0 Carol Whitlatch Assistant Director 141239 0 0 0 0 0 0 0 16012 0 157251 0 0 0 David Bass Sr VP Research 163095 0 0 0 0 0 0 0 2098 0 165193 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. DESCRIPTION OF OTHER PROGRAM SERVICE ACTIVITIES PAGE 2, PART III, #4D Program Service Activity #4 Charity Care: The Benjamin Rose Institute provides patient care to those who meet the criteria of its Charity Care policy without charge or at amounts less than its established rates. Under its charitable endowment program, if services provided within the scope of the Eldercare Services Institute LLC are not billable under an entitlement program (e.g. Medicare Medicaid, and/or other third party payer) the fee for service is based on a sliding scale. When third party reimbursement has been explored and found lacking, and no other revenue source is available for assessed needs, Benjamin Rose underwrites the cost of these services. Services include social work/case management/counseling, mental health case management and counseling, home health services provided by the Eldercare Services Institute LLC. The endowment program manual places high standards on the social work endowment program that symbolizes the importance placed on Eldercare Services Institute's service delivery of the highest order. Program Service Activity #5 The Center for Consumer Education and Benefits Enrollment, as part of its advocacy efforts, helps older populations understand and access benefits from more than 1300 federal, state and local public benefit programs in addition to helping Medicare beneficiaries under the Medicare Part D program. An online benefits checkup questionnaire is completed for callers that helps them enroll in Medicaid, the Supplementation Nutrition Assistance Program, telephone discount programs, low income heating and assistance program, and the Medicare Savings program. The Center has helped Medicare beneficiaries and people age 55 and older in Northeast Ohio and beyond. Benjamin Rose capitalizes on its unique ability to integrate clinical services with evidence-based research on services outcomes, the findings of which are used as the basis for educating and informing the public on policies to improve the well-being of older adults and those who care for them. RECONCILIATION OF NET ASSETS PAGE 12, PART XI, #9 Other changes in net assets or fund balances: BENEFICIAL INTEREST IN CHARITABLE PERPETUAL TRUSTS $ (10,852,370) ASSETS RELEASED FROM RESTRICTIONS (68,814) -------------- $ (10,921,184) SIGNIFCANT CHANGES TO GOVERNING DOCUMENTS Page 6, Part VI, #4 Effective July 16, 2017, the Organization merged with existing non-profit 501(c)3 organizations, East Side Organizing Project, Inc and ESOP Realty Inc which became wholly-owned subsidiaries of the institute. East Side Organizing Project, Inc was formally renamed "Empowering and Strengthening Ohio's People, Inc". FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:2161757 FORM 990 PART IX LINE 11G DESCRIPTION:NURSING/HHA TOTAL FEES:27573 FORM 990 PART IX LINE 11G DESCRIPTION:GRANT PURCHASED SERVICES TOTAL FEES:33637 FORM 990 PART IX LINE 11G DESCRIPTION:TRANSPORTATION PURCHASED SERV. TOTAL FEES:200302 FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES I.T. 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