THE BENJAMIN ROSE INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE BENJAMIN ROSE INSTITUTE (EIN 34-0714482)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-09
- IRS object ID
- 201342219349301514
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-09T16:01:35-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howard Wershbale & Co | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 Chagrin Blvd Suite 700 | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 441225450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714482 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benjamin Rose Institute on Aging | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % FRANK CARDINALE | InCareOfName |
| Name Control | BENJ | NameControl |
| Phone | 2163731602 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11890 Fairhill Road | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 441201053 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank Cardinale | Name |
| Title | SR VP Finance | Title |
| Phone | 2167918000 | Phone |
| Date Signed | 2013-08-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brandon R Miller CPA | Name |
| Phone | 2168311200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | RICHARD BROWDIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11890 FAIRHILL ROAD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27393213 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BENROSE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1908 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE THE HEALTH, INDEPENDENCE AND DIGNITY OF OLDER ADULTS BY PROVIDING DIRECT SERVICE (SKILLED NURSING, PERSONAL HOME CARE, ETC.), APPLIED GERONTOLOGICAL RESEARCH, & ADVOCACY TO IMPROVE PUBLIC POLICY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 224 | TotalNbrEmployees |
| Total Nbr Volunteers | 24 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 5305237 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5573001 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3334058 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2645354 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 759459 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5995016 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 138666 | OtherRevenuePriorYear |
| Other Revenue Current Year | -356624 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9537420 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13856747 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7716970 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7876859 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 105283 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2003568 | OtherExpensePriorYear |
| Other Expenses Current Year | 1978544 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9720538 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9855403 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -183118 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4001344 | RevenuesLessExpensesCY |
| Total Assets BOY | 120559683 | TotalAssetsBOY |
| Total Assets EOY | 127978894 | TotalAssetsEOY |
| Total Liabilities BOY | 15932844 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13835757 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 104626839 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 114143137 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO IMPROVE THE QUALITY OF LIFE FOR OLDER PEOPLE, THEIR FAMILIES, AND THEIR CAREGIVERS THROUGH SERVICES, RESEARCH, AND ADVOCACY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1121000 | Expense |
| Revenue | 1121000 | Revenue |
| Description | 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) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4320932 | Expense |
| Revenue | 1524354 | Revenue |
| Description | 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) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1575809 | Expense |
| Revenue | 175527 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 683474 | Expense |
| Description | SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 683474 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 7701215 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 45 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 224 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FRANK CARDINALE | NamePerson |
| Telephone Number | 2167918000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11890 FAIRHILL ROAD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| EMILY A DRAKE | ||||||||
| PAST CHAIRPERSON | 2.0 | 0.0 | X | X | 0 | 0 | 0 | |
| KATHRYN KAESBERG | ||||||||
| CHAIRPERSON | 2.0 | 0.0 | X | 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 | ||||||||
| VICE PRESIDENT | 2.0 | 0.0 | X | X | 0 | 0 | 0 | |
| SHELLY AMATO | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| SELMA BARON | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| SUZANNE CARLE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| ANNE M FELEPPELLE | ||||||||
| 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 | ||||||||
| TREASURER | 2.0 | 0.0 | X | 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 | ||
| JANET M HILDEBRANDT | ||||||||
| BOARD MEMBER | 1.0 | 2.0 | 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 | ||
| CATHERINE LOPRESTI | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| NANCY G ROME | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| ELIZABETH F STUEBER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| JOANN H MORANO | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| IDELLE K WOLF | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| RICHARD BROWDIE | ||||||||
| PRESIDENT & CEO | 40.0 | 2.0 | X | 287914 | 0 | 35023 | ||
| FRANK CARDINALE | ||||||||
| SR VP FINANCE & CFO | 40.0 | 2.0 | X | 190816 | 0 | 9226 | ||
| DR LINDA NOELKER | ||||||||
| SR VP PLANNING & DEVELOPMENT | 40.0 | 0.0 | X | 162917 | 0 | 9241 | ||
| POLLY CLEMO | ||||||||
| VP INSTITUTIONAL ADVANCEMENT | 40.0 | 0.0 | 101023 | 0 | 628 | X | ||
| DAVID BASS | ||||||||
| VP RESEARCH | 40.0 | 0.0 | 131832 | 0 | 1660 | X | ||
| ADRIAN TUROWSKI | ||||||||
| VP ELDERCARE SVCS INSTITUTE | 40.0 | 0.0 | 132376 | 0 | 1338 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1006878 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 57116 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| The Albert M Higley Co | |||||
| 2926 CHESTER AVENUE | CLEVELAND | OH | 44114 | CONSTRUCTION | 3685169 |
| MAROUS BROTHERS CONSTRUCTION | |||||
| 1702 JOSEPH LLOYD PKWY | WILLOUGHBY | OH | 44094 | CONSTRUCTION | 836177 |
| HERMAN GIBANS FODOR INC | |||||
| 1939 WEST 25TH STREET 300 | CLEVELAND | OH | 44113 | ARCHITECT | 211298 |
| CALFEE HALTER GRISWOLD LLP | |||||
| 1405 EAST SIXTH STREET | CLEVELAND | OH | 44114 | LEGAL SERVICES | 198960 |
| PROVIDE A RIDE | |||||
| 4299 CRANWOOD PKWY | CLEVELAND | OH | 44128 | TRANSPORTATION | 158823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 880997 | GovernmentGrants |
| All Other Contributions | 4692004 | AllOtherContributions |
| Noncash Contributions | 13943 | NoncashContributions |
| Total Contributions | 5573001 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ELDERCARE SERVICES - SOCIAL SERVICES | 624100 | 1567349 | 1567349 |
| ELDERCARE SERVICES - HOME HEALTH CARE | 621610 | 1265744 | 1265744 |
| INCOME FROM PROGRAM RELATED INVESTMENT | 531110 | -187739 | -187739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2645354 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 792488 | TotalRevenueColumn |
| Exclusion | $792,488 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 806843 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1338994 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -532151 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -532151 | TotalRevenueColumn |
| Exclusion | -$532,151 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 17400000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 12197472 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5202528 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5202528 | TotalRevenueColumn |
| Exclusion | $5,202,528 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HEALTHCARE ARTICLES | 900099 | 5200 | 5200 |
| MISCELLANEOUS INCOME | 900099 | 170327 | 170327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 175527 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13856747 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2820881 | RelatedOrExemptFunctionIncome |
| Exclusion | $5,462,865 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695136 | Total |
| Program Services | 421331 | ProgramServices |
| Management And General | 273805 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5503669 | Total |
| Program Services | 4372663 | ProgramServices |
| Management And General | 1084958 | ManagementAndGeneral |
| Fundraising | 46048 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203467 | Total |
| Program Services | 146386 | ProgramServices |
| Management And General | 53688 | ManagementAndGeneral |
| Fundraising | 3393 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1031021 | Total |
| Program Services | 815350 | ProgramServices |
| Management And General | 206630 | ManagementAndGeneral |
| Fundraising | 9041 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 443566 | Total |
| Program Services | 321150 | ProgramServices |
| Management And General | 117320 | ManagementAndGeneral |
| Fundraising | 5096 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23263 | Total |
| Management And General | 23263 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63144 | Total |
| Management And General | 63144 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 746973 | Total |
| Program Services | 567730 | ProgramServices |
| Management And General | 163588 | ManagementAndGeneral |
| Fundraising | 15655 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145746 | Total |
| Program Services | 140088 | ProgramServices |
| Fundraising | 5658 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173728 | Total |
| Program Services | 95949 | ProgramServices |
| Management And General | 66364 | ManagementAndGeneral |
| Fundraising | 11415 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78240 | Total |
| Program Services | 54050 | ProgramServices |
| Management And General | 24190 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224277 | Total |
| Program Services | 193110 | ProgramServices |
| Management And General | 30802 | ManagementAndGeneral |
| Fundraising | 365 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26324 | Total |
| Program Services | 23994 | ProgramServices |
| Fundraising | 2330 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63 | Total |
| Management And General | 63 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61013 | Total |
| Program Services | 26825 | ProgramServices |
| Management And General | 33948 | ManagementAndGeneral |
| Fundraising | 240 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 265513 | 422602 | -157734 | 645 |
| REPAIRS & MAINTENANCE | 94141 | 56116 | 33658 | 4367 |
| STAFF DEVELOPMENT | 40639 | 18240 | 21564 | 835 |
| DUES & SUBSCRIPTIONS | 18073 | 8224 | 9654 | 195 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17407 | Total |
| Program Services | 17407 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9855403 | Total |
| Program Services | 7701215 | ProgramServices |
| Management And General | 2048905 | ManagementAndGeneral |
| Fundraising | 105283 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244810 | BOY |
| EOY | 2084303 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256157 | BOY |
| EOY | 187518 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 431726 | BOY |
| EOY | 354628 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 662458 | BOY |
| EOY | 551812 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 4434617 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314487 | BOY |
| EOY | 97397 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6780594 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4777797 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15344747 | BOY |
| EOY | 2002797 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22232833 | BOY |
| EOY | 30943202 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1488746 | BOY |
| EOY | 1574206 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82561211 | BOY |
| EOY | 85748414 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120559683 | BOY |
| EOY | 127978894 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2047244 | BOY |
| EOY | 2242536 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193141 | BOY |
| EOY | 155518 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13692459 | BOY |
| EOY | 11437703 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15932844 | BOY |
| EOY | 13835757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22399686 | BOY |
| EOY | 28563701 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326266 | BOY |
| EOY | 354776 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81900887 | BOY |
| EOY | 85224660 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104626839 | BOY |
| EOY | 114143137 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120559683 | BOY |
| EOY | 127978894 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4001344 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2194669 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 3320285 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7572152 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6462003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6530338 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5305237 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5573001 | CurrentTaxYear |
| Total | 31442731 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4397709 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3414429 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3744023 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3432720 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2645354 | CurrentTaxYear |
| Total | 17634235 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11969861 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9876432 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10274361 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8737957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8218355 | CurrentTaxYear |
| Total | 49076966 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4888956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4084543 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3192906 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3746071 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4175382 | CurrentTaxYear |
| Total | 20087858 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4888956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4084543 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3192906 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3746071 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4175382 | CurrentTaxYear |
| Total | 20087858 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 28989108 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2704061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2405307 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2298768 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2253062 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1599331 | CurrentTaxYear |
| Total | 11260529 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2704061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2405307 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2298768 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2253062 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1599331 | CurrentTaxYear |
| Total | 11260529 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25838 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43065 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 243571 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 174019 | CurrentTaxYearMinus1Year |
| Current Tax Year | 175527 | CurrentTaxYear |
| Total | 662020 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14699760 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12324804 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12816700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11165038 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9993213 | CurrentTaxYear |
| Total | 60999515 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.47524 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.48368 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.18460 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.18843 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21648885 | BeginningOfYearBalance |
| Contributions | 3500 | Contributions |
| Investment Earnings Or Losses | 2568514 | InvestmentEarningsOrLosses |
| Other Expenditures | 900000 | OtherExpenditures |
| End Of Year Balance | 23320899 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22944210 | BeginningOfYearBalance |
| Contributions | 5630 | Contributions |
| Investment Earnings Or Losses | -498149 | InvestmentEarningsOrLosses |
| Other Expenditures | 802806 | OtherExpenditures |
| End Of Year Balance | 21648885 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20046698 | BeginningOfYearBalance |
| Contributions | 1303500 | Contributions |
| Investment Earnings Or Losses | 2543536 | InvestmentEarningsOrLosses |
| Other Expenditures | 949524 | OtherExpenditures |
| End Of Year Balance | 22944210 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16251277 | BeginningOfYearBalance |
| Contributions | 103743 | Contributions |
| Investment Earnings Or Losses | 4164028 | InvestmentEarningsOrLosses |
| Other Expenditures | 472350 | OtherExpenditures |
| End Of Year Balance | 20046698 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Board Designated EOY Balance | 0.97787 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01802 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00411 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 574997 | OtherCostOrOtherBasis |
| Book Value | 574997 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4664430 | OtherCostOrOtherBasis |
| Depreciation | 3655364 | Depreciation |
| Book Value | 1009066 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1246462 | OtherCostOrOtherBasis |
| Depreciation | 871815 | Depreciation |
| Book Value | 374647 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 294705 | OtherCostOrOtherBasis |
| Depreciation | 250618 | Depreciation |
| Book Value | 44087 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2002797 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST IN PERPETUAL TRUSTS | 84804298 |
| BOND ISSUANCE COSTS | 152273 |
| DUE FROM RELATED PARTIES | 791843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 85748414 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RETIREMENT OBLIGATION | $420,206 |
| DEPOSITS FOR HOME HEALTHCARE SERVICES | $6,497 |
| VARIABLE RATE TAXABLE DEMAND NOTE | $11,011,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11437703 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD BROWDIE | ||||||||||||||
| PRESIDENT & CEO | 280714 | 0 | 0 | 0 | 7200 | 0 | 25000 | 0 | 10023 | 0 | 322937 | 0 | 0 | 0 |
| FRANK CARDINALE | ||||||||||||||
| SR VP FINANCE & CFO | 190816 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9226 | 0 | 200042 | 0 | 0 | 0 |
| DR LINDA NOELKER | ||||||||||||||
| SR VP PLANNING & DEVELOPMENT | 162917 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9241 | 0 | 172158 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DEFERRED COMPENSATION AGREEMENT | Identifier |
| Return Reference | SCHEDULE J, PART I, #4B | ReturnReference |
| Explanation | RICHARD BROWDIE, PRESIDENT AND CEO, HAS A $25,000 DEFERRED COMPENSATION AGREEMENT WITH THE BENJAMIN ROSE INSTITUTE ON AGING. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 PROGRAM SERVICE ACTIVITY #4 | PAGE 2, PART III, #4D | 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 $ 3,320,275 NET ASSETS RELEASED FROM RESTRICTIONS 10 ------------ $ 3,320,285 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ELDERCARE SERVICES INSTITUTE llc | |||||||||
| 11890 Fairhill Road | CLEVELAND | OH | 44120 | 262155447 | ELDERLY CARE | OH | 3074923 | 537930 | BENJ ROSE |
| BENJAMIN ROSE PROPERTY LLC | |||||||||
| 11890 Fairhill Road | CLEVELAND | OH | 44120 | 340714482 | RENTAL | OH | 1021841 | 9888886 | BENJ ROSE |
| SPRY OHIO REAL ESTATE LLC | |||||||||
| 11890 Fairhill Road | Cleveland | OH | 44120 | 461468396 | REAL ESTATE | OH | 170 | 361017 | BENJ ROSE |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET WAGNER APARTMENTS INC | ||||||||||
| 2375 EUCLID HTS BLVD | CLEVELAND Heights | OH | 44106 | 341951915 | LOW INC HOUSE | OH | 501(C)(3) | 9 | BENJ ROSE | true |
| MARGARET WAGNER APARTMENTS II INC | ||||||||||
| 2375 EUCLID HTS BLVD | CLEVELAND heights | OH | 44106 | 264430804 | LOW INC HOUSE | OH | 501(C)(3) | 9 | 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) | 9 | BENJ ROSE | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benjamin Rose Real Estate LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11890 Fairhill Road | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 44120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461468340 | EIN |
| Primary Activity | Real Estate | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ben Rose | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | 1702 | PredominantIncomeType |
| Share Of Total Income | 1532 | ShareOfTotalIncome |
| Share Of EOY Assets | 10871167 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | true | GeneralOrManagingPartner |
| Percentage Ownership | 0.90000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BENJAMIN ROSE REAL ESTATE LLC | ||
| B | 3249157 | FMV |
| MARGARET WAGNER APARTMENTS INC | ||
| D | 742543 | FMV |
| BENJAMIN ROSE REAL ESTATE LLC | ||
| D | 4108031 | FMV |
| SETTING PRIORITIES FOR RETIREMENT YEARS | ||
| D | 361017 | FMV |