2024-11-13T09:02:53-06:00 2023-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2023-01-01 262155447 Eldercare Services Institute LLC % JANICE BRENNAN CPA ELDE 2163731602 11890 Fairhill Road Cleveland OH 44120 Janice Brennan CPA, Sr. VP, & CFO 2163731602 2024-11-15 true true David M Reape CPA P00068117 2168311200 2023 2024-10-15 13:58:12Z Orion Bell 11890 Fairhill Road Cleveland OH 44120 1408261 false X benrose.org X 2021 OH Eldercare Services Institute, LLC provides a full-range of home and community based services for older adults and their caregivers. 6 6 0 8 0 1038839 736457 701516 654262 0 0 1400 17542 1741755 1408261 0 0 0 0 1422054 1373589 0 0 9565 530430 391728 1952484 1765317 -210729 -357056 201978 294313 5014332 5463723 -4812354 -5169410 ELDERCARE SERVICES INSTITUTE, LLC PROVIDES A FULL-RANGE OF HOME AND COMMUNITY BASED SERVICES FOR OLDER ADULTS AND THEIR CAREGIVERS. false false 1516433 671804 Eldercare Services Institute, LLC (ESI) provides a full-range of home and community-based services for older adults and their caregivers. ESI provides behavioral health services (mental health day treatment, mental health case management and psychotherapy), WeCare... Because You Do (an evidence-based program), social work, service coordination, and senior companion services. 1516433 true true false false false false false false false false true false false false true true 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 false true false false true 0 0 0 false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true true false OH X JANICE BRENNAN CPA 2163731602 11890 FAIRHILL ROAD Cleveland OH 44120 ORION H BELL IV PRESIDENT & CEO 2.0 38.0 X 0 312974 29437 MARY MARITA SR VP & COO 10.0 30.0 X 0 175090 24921 JANICE BRENNAN SR. VP & CFO 2.0 38.0 X 0 170274 19720 BELVA DENMARK TIBBS VICE CHAIR 1.0 1.0 X X 0 0 0 CYNTHIA H DUNN BOARD MEMBER 1.0 2.0 X 0 0 0 DENISE M KRESEVIC PHD BOARD MEMBER 1.0 1.0 X 0 0 0 AMY SCOTT GILCHRIST JD CHAIR 1.0 1.0 X X 0 0 0 SIYUE XU BOARD MEMBER Eff. 10/2023 1.0 0.0 X 0 0 0 MICHELLE BENTZIEN-PURRINGTON BOARD MEMBER Eff. 12/2023 1.0 1.0 X 0 0 0 0 658338 74078 0 false true false 0 588900 146727 830 736457 PROGRAM REVENUE 624100 654262 654262 654262 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 999999 17542 17542 17542 1408261 671804 0 0 0 0 0 0 1042851 905908 129553 7390 41819 35707 6112 223391 193221 27995 2175 65528 58305 7223 0 0 0 0 0 0 147512 139313 8199 21508 21508 3614 3026 588 0 0 54103 54103 7171 6967 204 0 1720 1440 280 30376 30376 0 97590 93505 4085 12696 12407 289 DUES, SUBSCRIPTIONS, & LICENSE 8154 7740 414 REPAIRS & MAINTENANCE 5711 5437 274 STAFF DEVELOPMENT 1197 1197 MISCELLANEOUS EXPENSES 200 200 176 176 1765317 1516433 239319 9565 53530 118484 0 0 34948 44230 51665 99192 0 0 0 0 0 0 0 0 4751 31322 263228 262143 57084 1085 0 0 0 0 0 0 0 0 0 0 201978 294313 251515 263939 0 0 40756 0 0 0 0 0 0 0 0 0 0 0 4722061 5199784 5014332 5463723 X -4812354 -5169410 0 0 -4812354 -5169410 201978 294313 -357056 X false true X true true true X 0 0 0 1038839 736457 1775296 0 0 0 0 0 1038839 736457 1775296 27115 1748181 0 0 1400 17542 18942 1794238 1355778 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 263228 262143 1085 1085 0 DUE TO RELATED PARTIES 5199784 5199784 X Part X, Line 2 The Institute, SPRY, ESOP, ESOP Realty, Inc., and MW Apartments are nonprofit corporations as described in Section 501(C)(3) of the Internal Revenue Code and are exempt from income taxes on related income pursuant to Section 501(a) of the Code. Effective January 1, 2022, Eldercare Services Institute, LLC and Rose Centers for Aging Well, LLC, both single member LLCs, elected to be treated as Corporations. In addition, the entities elected and received exemptions from income taxes on related income pursuant to Section 501(a) of the Code. Benjamin Rose Property, LLC is a single member LLC and is considered a disregarded entity and is consolidated with the Institute for tax purposes. Effective December 28, 2023, ESOP Realty, Inc. was dissolved. Accounting principles generally accepted in the United States of America (U.S. GAAP) require management to evaluate tax positions taken by the Organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. The Organization's evaluation at December 31, 2023 revealed no tax positions that would have a material impact on the consolidated financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. X false X X false false false false false false false false false ORION H BELL IV PRESIDENT & CEO 0 312974 0 0 0 0 0 14443 0 14994 0 342411 0 0 JANICE BRENNAN SR. VP & CFO 0 170274 0 0 0 0 0 8605 0 11115 0 189994 0 0 MARY MARITA SR VP & COO 0 175090 0 0 0 0 0 9293 0 15628 0 200011 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. 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. 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. 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 review the organization wide data, which includes officers and key employees. All processes are documented at the time the decisions are made. Benjamin Rose Institute on Aging 11890 Fairhill Road cleveland OH 44120 340714482 elderly care OH 501(C)(3) 7 NA false Margaret Wagner Apartments Inc 2375 Euclid Hts Blvd cleveland heights OH 44106 341951915 low inc house OH 501(C)(3) 10 benj rose false Margaret Wagner Apartments II Inc 2375 Euclid Hts Blvd cleveland heights OH 44106 264430804 low inc house OH 501(C)(3) 10 benj rose false Setting Priorities for Retirement Years 1612 K St NW Suite 400 washington DC 20006 521723616 support & edu DC 501(C)(3) 10 benj rose false Empowering and Strengthening Ohio's Peop 7000 Euclid Avenue cleveland OH 44103 341752943 fin. assist OH 501(C)(3) 7 NA false Rose Centers for Aging Well LLC 11890 Fairhill Road cleveland OH 44120 471749435 social svcs OH 501(C)(3) 7 benj rose false ESOP Realty inc 11890 Fairhill Road Cleveland OH 44120 472051024 housing assis OH 501(C)3 10 benj rose false Margaret Wagner Senior Apartments GP 11890 Fairhill Road Cleveland OH 44120 882468770 low inc housing OH benj rose related 0 0 false false 0.00000 Margaret Wagner Senior Apartments LP 11890 fairhill road cleveland OH 44120 882501756 low inc housing OH Benj Rose Related 0 0 false false 0.00000 false false false false false false false false false false false false true true true true false false false