2025-11-12T07:58:45-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 471749435 ROSE CENTERS FOR AGING WELL LLC ROSE 2163731602 11890 FAIRHILL ROAD CLEVELAND OH 44120 JANICE BRENNAN CPA SR. VP & CFO 2163731602 2025-11-07 1 1 DAVID REAPE P00068117 2168311200 2025-11-07 2024 2025-03-06 01:10:19Z ORION BELL 11890 FAIRHILL ROAD CLEVELAND OH 44120 3284799 0 X BENROSE.ORG X 2021 OH ROSE CENTERS FOR AGING WELL LLC, EXISTS TO PROMOTE SUCCESSFUL AGING FOR NORTHEAST OHIO'S ADULTS BY OFFERING OPPORTUNITIES, PROGRAMS, & SERVICES THAT FOSTER CHOICE & INDEPENDENCE. 10 10 0 96 0 0 1390083 1097712 1207022 1682147 38246 70209 2404 5635 2637755 2855703 0 0 0 0 1875828 2003433 0 0 30973 1098844 934636 2974672 2938069 -336917 -82366 1606930 1589652 1241296 1264308 365634 325344 ROSE CENTERS FOR AGING WELL, LLC EXISTS TO PROMOTE SUCCESSFUL AGING FOR NORTHEAST OHIO'S ADULTS BY OFFERING OPPORTUNITIES, PROGRAMS, AND SERVICES THAT FOSTER CHOICE AND INDEPENDENCE. 0 0 2432214 1684147 ROSE CENTERS FOR AGING WELL, LLC EXISTS TO PROMOTE SUCCESSFUL AGING FOR NORTHEAST OHIO'S ADULTS BY OFFERING OPPORTUNITIES, PROGRAMS, AND SERVICES THAT FOSTER CHOICE AND INDEPENDENCE. THE GOAL IS TO PROVIDE SUPPORT THAT WILL IMPROVE THE QUALITY OF LIFE FOR CLEVELAND'S OLDER ADULTS BY DECREASING SOCIAL ISOLATION. SERVICES PROVIDED INCLUDE HOME-DELIVERED MEALS AND TRANSPORTATION, AS WELL AS HOT LUNCHES AND SOCIAL AND RECREATIONAL PROGRAMS AT SIX ROSE CENTER LOCATIONS THROUGHOUT THE GREATER CLEVELAND AREA. 2432214 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X JANICE BRENNAN CPA 2163731602 11890 FAIRHILL ROAD CLEVELAND OH 44120 DR TERESA DEWS BOARD MEMBER 1.00 1.00 X 0 0 0 CYNTHIA H DUNN BOARD MEMBER 1.00 2.00 X 0 0 0 CONNIE HILL-JOHNSON SECRETARY 1.00 3.00 X X 0 0 0 JENNIFER I MARKWORTH CHAIR 1.00 1.00 X X 0 0 0 SUE OMORI BOARD MEMBER 1.00 1.00 X 0 0 0 CAROL DAYTON BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN ORLANDO BOARD MEMBER 1.00 0.00 X 0 0 0 FRANK NOVAK BOARD MEMBER 1.00 0.00 X 0 0 0 CHANTEL WILCOX BOARD MEMBER 1.00 0.00 X 0 0 0 COUNCILMAN MIKE POLENSEK EX-OFFICIO 1.00 0.00 X 0 0 0 ORION H BELL IV PRESIDENT & CEO 2.00 38.00 X 0 340359 27987 JANICE BRENNAN SR. VP & CFO 2.00 38.00 X 0 176570 21366 MARY MARITA SR VP & COO 5.00 35.00 X 0 182455 31505 DABNEY CONWELL VP & EXECUTIVE DIR. 30.00 10.00 X 0 145721 19539 0 845105 100397 0 0 1 0 SENIOR TRANSPORTATION CONNECTION 4735 W 150TH ST STE A CLEVELAND OH 44135 TRANSPORTATION FOR CLIENTS 153705 1 634200 463512 1097712 PROGRAM REVENUE 624100 1682147 1682147 1682147 35373 35373 461932 2000 429096 0 32836 2000 34836 2000 32836 MISCELLANEOUS REVENUE 999999 5635 5635 5635 2855703 1684147 0 73844 X 1551783 1211840 316873 23070 48098 35784 12314 291225 231313 53880 6032 112327 93856 18471 5734 5734 2250 2250 4688 4688 316690 297503 19187 1971 100 1871 5086 3764 1322 61317 31025 30292 35922 32867 3055 1424 1424 5738 5738 104181 102851 1330 50750 49905 845 OPERATING SUPPLIES 301343 300743 600 MAINTENANCE & REPAIRS 25217 24400 817 BAD DEBT EXPENSE 4740 4740 0 MINOR EQUIPMENT 3155 3155 0 4430 2730 1700 2938069 2432214 474882 30973 34155 7340 293398 215419 10245 7198 1264548 962815 268068 301733 1001064 1057962 1606930 1589652 216222 232760 22373 1025074 1009175 1241296 1264308 X 251800 307459 113834 17885 365634 325344 1606930 1589652 -82366 42076 0 X 0 1 X 1 1 1 X 1078200 1382986 1097712 3558898 1078200 1382986 1097712 3558898 1724 3557174 28446 27817 35373 91636 6217 1403 5635 13255 3663789 4232124 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 6,217. 2023 AMOUNT: $ 1,403. 2024 AMOUNT: $ 5,635. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1001064 105596 48698 1057962 919140 129384 47459 1001065 1122256 -157116 46000 919140 1.00000 1 0 1253864 962815 291049 10684 10684 301733 BOARD DESIGNATED INVESTMENTS 1057962 F 1057962 DUE TO RELATED PARTIES 1009175 1009175 X PART V, LINE 4: USE OF BOARD DIRECTED INVESTMENTS IS GOVERNED BY THE ORGANIZATION'S ANNUAL SPENDING POLICY WITH AVAILABLE FUNDS USED FOR OPERATIONS OR BOARD APPROVED PROJECTS. AMOUNTS MAY ALSO BE RELEASED IN EXCESS OF THE SPENDING POLICY FOR BOARD APPROVED PROJECTS THAT ARE CONSIDERED STRATEGIC AND RARE AND IN SUPPORT OF THE ORGANIZATION'S LONG-TERM MISSION AND STRATEGIC PLAN. 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. ELDERCARE SERVICES INSTITUTE, LLC AND ROSE CENTERS FOR AGING WELL, LLC, ARE BOTH SINGLE MEMBER LLCS ELECTED TO BE TREATED AS A CORPORATION 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, 2024 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 0 0 X X 0 0 0 0 0 0 0 0 0 ORION H BELL IV PRESIDENT & CEO 0 340359 0 0 0 0 0 15231 0 12756 0 368346 0 0 MARY MARITA SR VP & COO 0 182455 0 0 0 0 0 9650 0 21855 0 213960 0 0 JANICE BRENNAN SR. VP & CFO 0 176570 0 0 0 0 0 8971 0 12395 0 197936 0 0 DABNEY CONWELL VP & EXECUTIVE DIR. 0 145721 0 0 0 0 0 7293 0 12246 0 165260 0 0 FORM 990, PART VI, SECTION B, LINE 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. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES CONFLICT OF INTEREST STATEMENTS THAT THE BOARD MEMBERS AND OFFICERS SIGN AND RETURN ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G TRANSPORTATION: PROGRAM SERVICE EXPENSES 153,742. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,742. SATISFACTION SURVEYS: PROGRAM SERVICE EXPENSES 8,565. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,565. COMPUTER SERVICES: PROGRAM SERVICE EXPENSES 96,739. MANAGEMENT AND GENERAL EXPENSES 19,187. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,926. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 15,255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,255. PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 23,202. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,202. BENJAMIN ROSE INSTITUTE ON AGING 11890 FAIRHILL ROAD CLEVELAND OH 44120 340714482 ELDERLY CARE OH 501(C)(3) LINE 7 0 MARGARET WAGNER APARTMENTS INC 2375 EUCLID HTS BLVD CLEVELAND HEIGHTS OH 44106 341951915 LOW INCOME HOUSING OH 501(C)(3) LINE 10 BENJAMIN ROSE INSTITUTE 0 MARGARET WAGNER APARTMENTS II INC 2375 EUCLID HTS BLVD CLEVELAND HEIGHTS OH 44106 264430804 LOW INCOME HOUSING OH 501(C)(3) LINE 10 BENJAMIN ROSE INSTITUTE 0 SETTING PRIORITIES FOR RETIREMENT YEARS 1612 K STREET NW SUITE 400 WASHINGTON DC 20006 521723616 SUPPORT & EDUCATION DC 501(C)(3) LINE 10 BENJAMIN ROSE INSTITUTE 0 ELDERCARE SERVICES INSTITUTE LLC 11890 FAIRHILL ROAD CLEVELAND OH 44120 262155447 ELDERLY CARE OH 501(C)(3) LINE 7 BENJAMIN ROSE INSTITUTE 0 EMPOWERING AND STRENGTHENING OHIO'S PEOPLE 7000 EUCLID AVENUE CLEVELAND OH 44103 341752943 FINANCIAL ASSISTANCE OH 501(C)(3) LINE 7 BENJAMIN ROSE INSTITUTE 0 MARGARET WAGNER SENIOR APARTMENTS LP 11890 FAIRHILL ROAD CLEVELAND OH 44120 882501756 LOW INCOME HOUSING OH N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0