2011-10-19T14:22:21-05:00 2010-12-31 HOWARD WERSHBALE & CO 23240 CHAGRIN BLVD CLEVELAND OH 441225450 990 2010-01-01 340714482 BENJAMIN ROSE INSTITUTE BENJ 2163731602 11900 FAIRHILL ROAD CLEVELAND OH 441201053 FRANK CARDINALE 2163731602 2011-10-17 true Brandon R Miller CPA 2168311200 2010 2016-03-07 17:11:31Z RICHARD BROWDIE 11900 FAIRHILL ROAD SuiTE 300 CLEVELAND OH 44120 31504213 false X WWW.BENROSE.ORG X 1908 OH 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. 22 22 231 0 0 6462003 6530338 3229846 3548421 546955 83065 -207856 246322 10030948 10408146 0 0 0 0 7677446 7707153 0 0 494988 2222817 2130631 9900263 9837784 130685 570362 120314747 129952848 17482344 16881641 102832403 113071207 X TO IMPROVE THE QUALITY OF LIFE FOR OLDER PEOPLE, THEIR FAMILIES, AND THEIR CAREGIVERS THROUGH SERVICES, RESEARCH, AND ADVOCACY. false false 1100000 1100000 Comprehensive Senior Services, General/Other: Charity Care: The Benjamin Rose Institute 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, 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) 4017880 2448421 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) 1435612 243571 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. 649972 SEE SCHEDULE O 649972 7203464 true true false 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 false true false false false false false false false false false false false false true true true false false false true 50 0 true 231 true false false false false false false false false false false X 22 22 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 11900 FAIRHILL ROAD SUITE 300 CLEVELAND OH 44120 X EMILY A DRAKE 2.0 X X 0 0 0 KATHRYN KAESBERG 2.0 X X 0 0 0 LEIGH FABENS 2.0 X X 0 0 0 YVETTE M ITTU 2.0 X X 0 0 0 MARCIA J WEXBERG 2.0 X X 0 0 0 NANCY A ADAMS 1.0 X 0 0 0 SHELLY AMATO 1.0 X 0 0 0 SELMA BARON 1.0 X 0 0 0 SUZANNE CARLE 1.0 X 0 0 0 ANNE M FELEPPELLE 1.0 X 0 0 0 RUTH B FIORDALIS 1.0 X 0 0 0 PATRICIA R FRUTIG 1.0 X 0 0 0 AMY SCOTT GILCHRIST 1.0 X 0 0 0 GIESELE ROBINSON GREENE MD 1.0 X 0 0 0 ROBIN GUNNING 1.0 X 0 0 0 NICHOL D HIGDON 1.0 X 0 0 0 JANET M HILDEBRANT 1.0 X 0 0 0 HERMINE KRASNY OSTRO 1.0 X 0 0 0 DENISE M KRESEVIC PHD 1.0 X 0 0 0 CATHERINE LOPRESTI 1.0 X 0 0 0 NANCY G ROME 1.0 X 0 0 0 ELIZABETH F STUEBER 1.0 X 0 0 0 RICHARD BROWDIE 40.0 X 286258 0 56092 FRANK CARDINALE 40.0 X 187030 0 22861 DR LINDA NOELKER 40.0 X 188993 0 20157 POLLY CLEMO 40.0 X 127027 0 7913 DAVID BASS 40.0 X 128806 0 7996 ADRIAN TUROWSKI 40.0 X 127254 0 6706 1045368 0 121725 6 false true false PROVIDE A RIDE 4299 CRANWOOD PARKWAY CLEVELAND OH 44128 TRANSPORTATION 174501 HERMAN GIBANS FODOR INC 1939 WEST 25TH STREET 300 CLEVELAND OH 44113 ARCHITECT 243718 KAISER PERMANENTE 1001 LAKESIDE AVENUE SUITE 1200 CLEVELAND OH 44114 INSURANCE 395395 FIRSTMERIT BANK III CASCADE PLAZA 7TH FLOOR AKRON OH 44308 FINANCIAL 283281 ANTHEM BLUE CROSS BLUE SHIELD 4150 BELDEN VILLAGE STREET CANTON OH 44718 INSURANCE 167921 5 707277 5823061 14082 6530338 ELDERCARE SERVICES - SOCIAL SERVICES 624100 1822698 1822698 ELDERCARE SERVICES - HOME HEALTH CARE 621610 1844676 1844676 INCOME FROM PROGRAM RELATED INVESTMENT 531110 -118953 -118953 3548421 463442 463442 0 0 1835326 1899928 -64602 -64602 -64602 18806466 19186843 -380377 -380377 -380377 76649 9296 67353 67353 0 0 HEALTHCARE ARTICLES 900099 2000 2000 MISCELLANEOUS INCOME 900099 241571 241571 243571 10408146 3791992 85816 0 0 0 0 662281 284874 377407 0 5518798 4462024 812606 244168 277348 187076 78071 12201 800897 521519 264450 14928 447829 321336 109353 17140 0 110156 110156 7509 7509 0 0 79122 79122 756576 596802 154006 5768 135601 1756 133845 135086 54791 36300 43995 0 0 39553 18200 21353 268422 226491 40522 1409 0 8479 1368 7111 0 0 0 52650 25654 26505 491 REPAIRS & MAINTENANCE 72032 45206 22916 3910 SUPPLIES 101837 62941 32590 6306 STAFF DEVELOPMENT 29638 11523 16733 1382 BAD DEBT EXPENSE 50497 50497 DUES & SUBSCRIPTIONS 30695 20773 9922 252778 310633 -60189 2334 9837784 7203464 2139332 494988 1061586 625513 1071133 248407 398689 250152 651666 653040 389883 343696 28492853 12389778 16423981 16103075 19144325 23517926 -1511277 -1630230 82684761 89841269 120314747 129952848 2157220 2185577 494487 334282 14830637 14361782 17482344 16881641 X 20371700 23438361 355987 318303 82104716 89314543 102832403 113071207 120314747 129952848 X 570362 9668442 X false true true X true true X 6029565 6727689 7572152 6462003 6530338 33321747 3407720 4214023 4397709 3414429 3744023 19177904 9437285 10941712 11969861 9876432 10274361 52499651 4162416 4554479 4888956 4084543 3192906 20883300 4162416 4554479 4888956 4084543 3192906 20883300 31616351 1953914 2545388 2704061 2405307 2298768 11907438 1953914 2545388 2704061 2405307 2298768 11907438 819466 287395 25838 43065 243571 1419335 12210665 13774495 14699760 12324804 12816700 65826424 0.48030 0.55570 0.18089 0.13903 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20046698 1303500 2543536 949524 22944210 16251277 103743 4164028 472350 20046698 0.97943 0.01792 0.00264 false false 2091164 2091164 21759014 9791739 11967275 1007688 651103 356585 3634987 1946936 1688051 16103075 INTEREST IN PERPETUAL TRUSTS 88903309 BOND ISSUANCE COSTS 264607 DUE FROM RELATED PARTIES 673353 89841269 0 DEPOSITS FOR LEASED PROPERTY 108867 DEFERRED RETIREMENT OBLIGATION 544387 DEPOSITS FOR HOME HEALTHCARE SERVICES 3528 VARIABLE RATE TAXABLE DEMAND NOTE 13705000 14361782 10408146 9837784 570362 2526283 7142159 9668442 10238804 21906690 2526283 9051383 11577666 10329024 79122 79122 10408146 11667886 1909224 1909224 9758662 79122 79122 9837784 OTHER REVENUE SCHEDULE D, PART XII, #2D SPECIAL EVENTS EXPENSES - $9,296. CHANGE IN BENEFICIAL INTEREST IN CHARITABLE PERPETUAL TRUSTS - $7,206,376. NET ASSETS RELEASED FROM RESTRICTIONS - <$57,587>. RENTAL EXPENSES - $1,899,928. MISCELLANEOUS REVENUE INCLUDED IN EXPENSES - <$6,630>. OTHER EXPENSES SCHEDULE D, PART XIII, #2D SPECIAL EVENT EXPENSES - $9,296 RENTAL EXPENSES - $1,899,928 CHANGE IN NET ASSETS SCHEDULE D, PART XI, #8 CHANGE IN BENEFICIAL INTEREST IN CHARITABLE PERPETUAL TRUSTS - $7,206,376. NET ASSETS RELEASED FROM RESTRICTIONS - <$57,587>. MISCELLANEOUS REVENUE INCLUDED IN EXPENSES - <$6,630>. INTENDED USES OF ENDOWMENT FUNDS SCHEDULE D, PART V, #4 THE INSTITUTE'S ENDOWMENTS ARE TO SUPPORT CURRENT OPERATIONS AND TO PROVIDE FOR REASONABLE EXPANSION OF PROGRAMS. ANNUAL MAILING 76649 76649 9296 0 76649 76649 9296 9296 67353 X X false true false false false false false false false RICHARD BROWDIE 279058 0 0 0 7200 0 37500 0 18592 0 342350 0 0 0 FRANK CARDINALE 187030 0 0 0 0 0 9484 0 13377 0 209891 0 0 0 DR LINDA NOELKER 188993 0 0 0 0 0 9645 0 10512 0 209150 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. 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, #5 CHANGE IN BENEFICIAL INTEREST IN CHARITABLE PERPETUAL TRUSTS - $7,206,376. NET ASSETS RELEASED FROM RESTRICTIONS - <$57,587>. NET UNREALIZED GAINS ON INVESTMENTS - $2,526,283. MISCELLANEOUS REVENUE INCLUDED IN EXPENSES - <$6,630>. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATRICIA R FRUTIG TITLE:BOARD MEMBER HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JANET M HILDEBRANT TITLE:BOARD MEMBER HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD BROWDIE TITLE:PRESIDENT & CEO HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRANK CARDINALE TITLE:SR VP FINANCE HOURS:1 ELDERCARE SERVICES INSTITUTE llc 11900 FAIRHILL ROAD SUITE 300 CLEVELAND OH 44120 262155447 ELDERLY CARE OH 5041799 642385 BENJ ROSE BENJAMIN ROSE PROPERTY LLC 11900 FAIRHILL ROAD suite 300 CLEVELAND OH 44120 999999999 RENTAL OH 2532669 16811729 BENJ ROSE MARGARET WAGNER APARTMENTS INC 2375 EUCLID HTS BLVD CLEVELAND Hts OH 44106 341951915 LOW INC HOUSE OH 501(C)(3) 9 BENJ ROSE MARGARET WAGNER APARTMENTS II INC 11900 FAIRHILL ROAD SUITE 300 CLEVELAND OH 44120 264430804 LOW INC HOUSE OH 501(C)(3) 9 BENJ ROSE false false false true false false false false false false true false false false false true false false MARGARET WAGNER APARTMENTS INC D 673353 MARGARET WAGNER APARTMENTS INC K 30000 MARGARET WAGNER APARTMENTS INC P 62616