2015-11-13T12:05:10-06:00 2014-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2014-01-01 340714482 Benjamin Rose Institute on Aging % FRANK CARDINALE BENJ 2163731602 11890 Fairhill Road Cleveland OH 441201053 Frank Cardinale SR VP Finance 2167918000 2015-11-11 true Brandon R Miller CPA CGMA P00637088 2168311200 2014 2016-04-25 22:37:26Z RICHARD BROWDIE 11890 FAIRHILL ROAD CLEVELAND OH 44120 10732270 false X WWW.BENROSE.ORG X 1908 OH TO ADVANCE THE HEALTH, INDEPENDENCE AND AND DIGNITY OF OLDER ADULTS BY PROVIDING DIRECT SERVICE, APPLIED GERONTOLOGICAL RESEARCH, & ADVOCACY TO IMPROVE PUBLIC POLICY. 23 23 217 35 0 5691090 6922906 2515939 2381599 819129 815161 -578204 -728208 8447954 9391458 0 0 0 0 7246981 7074820 0 0 239173 2089995 2514566 9336976 9589386 -889022 -197928 141602025 147805529 13655181 14397828 127946844 133407701 X TO IMPROVE THE QUALITY OF LIFE FOR OLDER PEOPLE, THEIR FAMILIES, AND THEIR CAREGIVERS THROUGH SERVICES, RESEARCH, AND ADVOCACY. true false 1065000 1065000 Comprehensive Senior Services, General/Other: Charity Care: The Benjamin Rose Institute on Aging provides care to patients who meet certain criteria under its charity care policy without charge or at amounts less than its established rates. Under the Charitable Endowment program of the Benjamin Rose Institute on Aging, if the services provided to a client within the scope of the Eldercare Services Institute LLC are not billable under an entitlement program such as Medicare, Medicaid and/or another 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 to address assessed needs, the uncompensated cost of these services are underwritten by Benjamin Rose Institute. Services include social work/case management/counseling, mental health case management and counseling, and home health services 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 Community Services Division's service delivery of the highest order, even when it is not driven by outside funding or regulatory force. (Over 1400 Clients) 2339646 876936 Comprehensive Senior Services, General/Other: Eldercare Services Institute, LLC (previously called Community Services) is the oldest program division of the Benjamin Rose Institute. Established more than fifty years ago, its purpose is to provide an array of home and community-based services for older adults and their caregivers which address needs, respect rights, and foster self-sufficiency. Division staff serve more than 6,000 persons in Cuyahoga County annually, offering help through advocacy, assessments, case management, consultation, help with daily living tasks, education, and support groups. In addition to these services, the following programs meet specific needs. Adult Day Care provides caregivers with respite while elders with dementia, mental illness, or mental retardation receive socialization, attention to health and hygiene, and increased opportunities for rehabilitation. Home Healthcare provides services such as nursing, including behavioral health nursing, personal care, medical social work, and physical, occupational and speech therapies. Mental Health serves older persons with such illnesses as dementia, depression, anxiety, chronic schizophrenia, and adjustment disorders. Clients receive help from mental health case managers and counselors. Senior Companion volunteers provide companionship and assistance to other older adults, who are often lonely and isolated. Social Services assist older clients experiencing problems like potential abuse or neglect, homelessness, and inability to function in their present setting. (Over 1400 Clients) 2176828 330903 Gerontology (as a social science) Research: The Margaret Blenkner Research Institute (MBRI) of Benjamin Rose Institute: MBRI is a nationally and internationally known center for applied aging research that enhances the lives of older adults and the family members, friends, and professionals who care for them. Established in 1961, MBRI is one of the oldest applied gerontological research centers in the country. MBRI is renowned for the quality of its research and its ability to translate empirical findings into useful products for families, service providers, and policy makers. The MBRI is uniquely qualified to understand the challenges of long-term care reimbursement and service delivery because of its position within a service organization for older adults and their families. It also focuses on translating research findings for practice and policy applications. MBRI's research seeks to gain a deep understanding of issues or problems from the perspectives of older adults and family members and is organized into four major programs: 1) Services and Interventions For Chronic Cognitive, Physical and Mental Health Conditions; 2) Family Care Giving; 3) Quality of Long-term Care and Services; and 4) Program Evaluation. Additionally, MBRI specializes in: primary data collection with older adults, family caregivers, and health and social service providers; strong theoretical and conceptual frameworks; diverse methodology and psychometric testing; and a wide range of statistical analyses. The MBRI also includes The Benjamin Rose Library, which maintains an outstanding collection of materials on aging, gerontology, and geriatrics. Staff of the MBRI maintain affiliations with many local universities and provide students with a variety of opportunities for gaining research experience. 908719 441366 Rose Centers for Aging Well (See Schedule O) 762924 Katz Policy Institute (See schedule O) 1671643 441366 7253117 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 221 0 true 217 true false false false false false false false false false false X 23 23 false false false 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 LEIGH FABENS BOARD MEMBER 1.0 0.0 X 0 0 0 YVETTE M ITTU BOARD MEMBER 1.0 0.0 X 0 0 0 MARCIA J WEXBERG SECRETARY 2.0 0.0 X X 0 0 0 NANCY A ADAMS PAST CHAIRPERSON 2.0 0.0 X X 0 0 0 SUZANNE CARLE 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 0.0 X 0 0 0 ROBIN GUNNING 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 CATHERINE LOPRESTI BOARD MEMBER 1.0 0.0 X 0 0 0 ELIZABETH F STUEBER CHAIRPERSON 2.0 0.0 X X 0 0 0 JOANN H MORANO BOARD MEMBER 1.0 0.0 X 0 0 0 EMILY A DRAKE VICE 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 BOARD MEMBER 1.0 0.0 X 0 0 0 MAGGIE JACKSON PHD BOARD MEMBER 1.0 0.0 X 0 0 0 LISA KRISTOSIK BOARD MEMBER 1.0 0.0 X 0 0 0 RICHARD BROWDIE PRESIDENT & CEO 40.0 2.0 X 306249 0 36843 FRANK CARDINALE SR VP FINANCE & CFO 40.0 2.0 X 202416 0 11506 DR LINDA NOELKER SR VP PLANNING & DEVELOPMENT 40.0 0.0 X 162155 0 11469 DAVID BASS VP RESEARCH 40.0 0.0 X 140689 0 1847 811509 0 61665 4 false true false The Albert M Higley Co 2926 CHESTER AVENUE CLEVELAND OH 44114 CONSTRUCTION 1022972 PROVIDE A RIDE 4299 CRANWOOD PKWY CLEVELAND OH 44128 TRANSPORTATION 142683 Serality Inc 225 Winter Street HOPKINTON MA 01748 IT SERVICES 115129 HERMAN GIBANS FODOR INC 1939 W 25TH ST CLEVELAND OH 44113 architectural SVCS 107402 4 1173641 5749265 5875 6922906 ELDERCARE SERVICES - SOCIAL SERVICES 624100 1477249 1477249 ELDERCARE SERVICES - HOME HEALTH CARE 621610 713980 713980 INCOME FROM PROGRAM RELATED INVESTMENT 531110 -249293 -249293 ROSE CENTERS - SOCIAL SERVICES 624100 439663 439663 2381599 815273 815273 0 0 279886 1340700 -1060814 0 -1060814 -1060814 112 -112 -112 -112 0 0 0 HEALTHCARE ARTICLES 900099 1400 1400 MISCELLANEOUS INCOME 900099 331206 331206 332606 9391458 2714205 -245653 0 0 0 0 730639 301764 428875 0 5166307 4152126 899979 114202 174974 135546 33542 5886 589788 386753 190007 13028 413112 295719 109768 7625 0 56286 56286 0 0 0 73063 73063 1086600 840199 212978 33423 133387 112184 21203 262733 173372 66710 22651 0 0 146739 129488 15078 2173 182210 147040 30618 4552 0 24960 17396 759 6805 0 0 17549 17549 98856 44272 54277 307 MISCELLANEOUS 265550 403363 -138605 792 REPAIRS & MAINTENANCE 115946 70155 39849 5942 STAFF DEVELOPMENT 29047 15206 13562 279 DUES & SUBSCRIPTIONS 15636 4981 10350 305 6004 6004 9589386 7253117 2097096 239173 538213 1028911 171828 169161 442266 516510 390547 693204 0 0 0 0 4551202 4551202 0 0 62855 99922 7721315 4931288 1834848 2790027 35100948 37286410 0 0 2405818 2144240 0 0 96103500 98525942 141602025 147805529 2241720 2566741 0 0 158639 167957 0 0 0 0 0 0 0 0 0 0 11254822 11663130 13655181 14397828 X 32059616 35085491 371340 443060 95515888 97879150 127946844 133407701 141602025 147805529 X -197928 1979530 3679255 X false true X true true true X 6530338 5305237 5573001 5691090 6922906 30022572 3744023 3432720 2645354 2515939 2381599 14719635 0 0 0 10274361 8737957 8218355 8207029 9304505 44742207 3192906 3746071 4175382 4292999 4668703 20076061 0 3192906 3746071 4175382 4292999 4668703 20076061 24666146 2298768 2253062 1599331 1233627 1095159 8479947 0 2298768 2253062 1599331 1233627 1095159 8479947 0 243571 174019 175527 142708 332606 1068431 12816700 11165038 9993213 9583364 10732270 54290585 0.45434 0.46208 0.15620 0.17519 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27122578 907112 2347625 1400500 28976815 23320899 4100 4747579 950000 27122578 21648885 3500 2568514 900000 23320899 22944210 5630 -498149 802806 21648885 20046698 1303500 2543536 949524 22944210 0.98110 0.01482 0.00409 false false 574997 574997 4433192 3639264 793928 2274790 1024385 1250405 438336 267639 170697 2790027 INTEREST IN PERPETUAL TRUSTS 97449820 BOND ISSUANCE COSTS 141473 DUE FROM RELATED PARTIES 934649 98525942 0 DEFERRED RETIREMENT OBLIGATION 284391 DEPOSITS FOR HOME HEALTHCARE S 15768 VARIABLE RATE TAXABLE DEMAND N 11360000 DUE TO RELATED PARTIES 2971 11663130 X X false true false false false false false false false RICHARD BROWDIE PRESIDENT & CEO 299049 0 0 0 7200 0 25000 0 11843 0 343092 0 0 0 FRANK CARDINALE SR VP FINANCE & CFO 202416 0 0 0 0 0 0 0 11506 0 213922 0 0 0 DR LINDA NOELKER SR VP PLANNING & DEVELOPMENT 162155 0 0 0 0 0 0 0 11469 0 173624 0 0 0 DEFERRED COMPENSATION AGREEMENT Schedule J, Part I, #4b RICHARD BROWDIE, PRESIDENT AND CEO, HAS A $25,000 DEFERRED COMPENSATION AGREEMENT WITH THE BENJAMIN ROSE INSTITUTE ON AGING. 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 Rose Centers for Aging Well provides in-home meal deliveries, congregate meals, as well as social and educational activities to the commmunity. This program focuses on driving innovation and advancing new opportunities to address hunger, health, and wellness programs to seniors and their communities. Program Service Activity #5 Gerontology (as a social science) Research: The Katz Policy Institute (KPI) was established in 2007 as the third arm of BRI's aging services and research enterprise. It conducts research that informs policy development, to engage in advocacy efforts on behalf of older adults and those who care for them, and to provide training and education in how to utilize an evidence base derived from scientific research for public policy advancement. The Institute is named for Sidney Katz, MD, an internationally recognized health services researcher who conducted seminal studies on the delivery of health services to older adults and evaluated their impact, beginning at the former Benjamin Rose Hospital. KPI works with the Aging Network, including the Administration on Aging and the State Units and Area Agencies on Aging, to improve planning for long term services and support, increase awareness, access and choice for customers, and conduct evaluation research to improve the quality of care. RECONCILIATION OF NET ASSETS PAGE 12, PART XI, #9 Other changes in net assets or fund balances: BENEFICIAL INTEREST IN CHARITABLE PERPETUAL TRUSTS $2,358,385 TRANSFER OF NET ASSETS DUE TO MERGER 1,415,453 ASSETS RELEASED FROM RESTRICTIONS ( 94,583) ------------ $3,679,255 NEW SIGNIFCANT PROGRAM SERVICES UNDERTAKEN DURING THE YEAR Page 2, Part III, #2 Effective September 1, 2014, the Organization merged with an existing non-profit 501(c)3 organization, The Golden Age Centers of Greater Cleveland, Inc. ("Golden Age Centers"), and continued operations under the name Rose Centers for Aging Well, LLC ("Rose Centers"). Rose Centers for Aging Well, LLC is a social service center which provides group and individual services to the elderly at multiple locations in the Cleveland, Ohio area. See additional description under program service accomplishments, part III line 4d. 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