Nonprofit · EIN 34-0714482
THE BENJAMIN ROSE INSTITUTE
Tax-exempt · CLEVELAND, OH 44120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,102,447 | $7,957,276 | $1,145,171 | $182,703,957 | $10,929,832 | $171,774,125 |
| December 31, 2023 | 990 | $8,465,119 | $7,580,272 | $884,847 | $171,894,125 | $11,648,157 | $160,245,968 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,375,519
- of which government grants
- $1,983,675
- Program service revenue
- $230,760
- Investment income
- $2,038,034
- Net rental income
- -$755,780
- Net gain from sales of assets
- $681,687
- Net income from fundraising events
- -$9,283
- Other revenue
- -$541,866
Expenses
- Grants and similar amounts paid
- $1,854,316
- Compensation of officers, directors and key employees
- $566,282
- Other salaries and wages
- $2,321,171
- Salaries, compensation and benefits (total)
- $3,641,786
- Professional fundraising fees
- $0
- Legal fees
- $42,106
- Accounting fees
- $112,070
- Occupancy
- $36,098
- Travel
- $61,497
- Depreciation
- $175,898
- Program services (functional)
- $5,159,194
- Management and general (functional)
- $2,524,607
- Fundraising (functional)
- $273,475
Balance sheet and other
- Total assets, start of year
- $171,894,125
- Total assets, end of year
- $182,703,957
- Total liabilities, end of year
- $10,929,832
- Net assets, end of year
- $171,774,125
- Land, buildings and equipment
- $10,087,591
- Publicly traded securities
- $43,457,835
- Net assets without donor restrictions
- $59,703,668
- Net assets with donor restrictions
- $112,070,457
- Gross receipts
- $13,244,472
- Employees
- 136
- Volunteers
- 50
- Year formed
- 1908
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ORION H BELL IV | PRESIDENT & CEO Officer | 31 | $340,359 | $27,987 |
| MARY MARITA | SR VP & COO Highest-paid employee | 16 | $182,455 | $31,505 |
| DAVID BASS | SR VP RESEARCH Highest-paid employee | 40 | $198,519 | $11,464 |
| JANICE BRENNAN | SR. VP & CFO Officer | 32 | $176,570 | $21,366 |
| MIKE BILLNITZER | VP & EXECUTIVE DIR. Highest-paid employee | 12 | $153,031 | $19,931 |
| DABNEY CONWELL | VP & EXECUTIVE DIR. Highest-paid employee | 10 | $145,721 | $19,539 |
| AUDRA KESSLER - BENNETT | VP INSTITUTIONAL ADVANCEMENT Highest-paid employee | 40 | $127,106 | $28,659 |
| NANCY A ADAMS | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NANCY M BARNES JD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GINA K GUNNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHRYN BRYAN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BELVA DENMARK TIBBS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DR TERESA DEWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH M DIMLING | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| DIANE DOWNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA H DUNN | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA R FRUTIG JD | DIRECTOR Trustee or director | 1 | $0 |
| CONNIE HILL-JOHNSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| KATHERINE B HOLLINGSWORTH | DIRECTOR Trustee or director | 1 | $0 |
| YVETTE M ITTU | DIRECTOR (RESIGNED 12/2024) Trustee or director | 1 | $0 |
| KATHRYN KAESBERG | DIRECTOR Trustee or director | 1 | $0 |
| HERMINE KRASNY OSTRO CPA | DIRECTOR Trustee or director | 1 | $0 |
| DENISE M KRESEVIC PHD | DIRECTOR Trustee or director | 1 | $0 |
| LORI LOZIER MSSA LISW-S LNHA | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE BENTZIEN - PURRINGTON | DIRECTOR Trustee or director | 1 | $0 |
| DEBORAH ENTY | DIRECTOR (ADDED 10/2024) Trustee or director | 1 | $0 |
| JENNIFER MARKWORTH | DIRECTOR Trustee or director | 1 | $0 |
| EILEEN MCCONVILLE | DIRECTOR Trustee or director | 1 | $0 |
| SUE OMORI | DIRECTOR Trustee or director | 1 | $0 |
| AMY SCOTT - GILCHRIST | DIRECTOR Trustee or director | 1 | $0 |
| ANNAPURNA VALLURI PHD | DIRECTOR (RESIGNED 06/2024) Trustee or director | 1 | $0 |
| ELIZABETH STUEBER | DIRECTOR Trustee or director | 1 | $0 |
| TIFFINAE WARE | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ORION H BELL IV | PRESIDENT & CEO Officer | 30 | $312,974 | $29,437 |
| MARY MARITA | SR VP & COO Highest-paid employee | 16 | $175,090 | $24,921 |
| DAVID BASS | SR VP RESEARCH Highest-paid employee | 40 | $186,611 | $10,625 |
| JANICE BRENNAN | SR. VP & CFO Officer | 31 | $170,274 | $19,720 |
| MIKE BILLNITZER | VP & EXECUTIVE DIR. Highest-paid employee | 10 | $147,029 | $18,431 |
| FARIDA EJAZ | SR RESEARCH SCIENTIST II Highest-paid employee | 40 | $145,589 | $18,068 |
| DABNEY CONWELL | VP & EXECUTIVE DIR. Highest-paid employee | 10 | $138,742 | $24,300 |
| NANCY A ADAMS | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NANCY M BARNES JD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GINA K GUNNING | DIRECTOR Eff. 2/2023 Trustee or director | 1 | $0 | $0 |
| KATHRYN BRYAN PhD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BELVA DENMARK TIBBS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR TERESA DEWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH M DIMLING | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| DIANE DOWNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYNTHIA H DUNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICIA R FRUTIG JD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR MONA GUPTA | DIRECTOR Thru 12/2023 Trustee or director | 1 | $0 | $0 |
| CONNIE HILL-JOHNSON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KATHERINE B HOLLINGSWORTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| YVETTE M ITTU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHRYN KAESBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HERMINE KRASNY CPA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENISE M KRESEVIC PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LORI LOZIER MSSA LISW-S LNHA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER I MARKWORTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EILEEN MCCONVILLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUE OMORI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY SCOTT GILCHRIST JD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELIZABETH F STUEBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNAPURNA VALLURI PHD | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TIFFINAE WARE | DIRECTOR Eff. 2/2023 Trustee or director | 1 | $0 | $0 |
| MICHELLE BENTZIEN-PURRINGTON | DIRECTOR Eff. 12/2023 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11890 FAIRHILL RD, CLEVELAND, OH 44120-1053
- In care of
- % JANICE BRENNAN CPA
- Principal officer (990 for 2024)
- ORION H BELL IV, 11890 FAIRHILL ROAD, CLEVELAND, OH 441201053
- Signed the 990
- JANICE BRENNAN CPA, SR. VP & CFO
- Phone
- (216) 373-1602
- Website
- WWW.BENROSE.ORG
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
BENJAMIN ROSE INSTITUTE ON AGING SUPPORTS CAREGIVERS AND EMPOWERS ALL PEOPLE TO AGE WELL THROUGH RESEARCH, CONSUMER-RESPONSIVE SERVICES AND CLIENT ADVOCACY.
Program accomplishments
- THE CENTER FOR RESEARCH AND EDUCATION (CRE), CONDUCTS APPLIED AGING STUDIES THAT ENHANCE THE LIVES OF OLDER ADULTS AND THE FAMILY MEMBERS, FRIENDS AND PROFESSIONALS WHO CARE FOR THEM. CRE CONDUCTS EDUCATION AND TRAINING PROGRAMS TO DISSEMINATE THE LATEST INFORMATION ABOUT AGING ISSUES AND BEST PRACTICES IN THE FIELD OF AGING SERVICES AND RAISE PUBLIC AWARENESS ON ISSUES RELATED TO AGING AND CAREGIVING. IN 2024, THE BENJAMIN ROSE INSTITUTE SERVED 15,346 CLIENTS.Expenses $5,159,194 · grants $1,854,316 · revenue $376,484
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-0714482
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1937
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $182,703,957
- Income (IRS master file)
- $13,244,472
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,102,447 | $7,957,276 | $182,703,957 | XML |
| 990 | December 2023 | $8,465,119 | $7,580,272 | $171,894,125 | XML |
| 990 | December 2022 | $7,517,793 | $7,173,205 | $155,147,131 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0714482).
Questions about THE BENJAMIN ROSE INSTITUTE
- What is the EIN of THE BENJAMIN ROSE INSTITUTE?
- The employer identification number (EIN) of THE BENJAMIN ROSE INSTITUTE is 34-0714482.
- Is THE BENJAMIN ROSE INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1937.
- Are donations to THE BENJAMIN ROSE INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE BENJAMIN ROSE INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE BENJAMIN ROSE INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BENJAMIN ROSE INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE BENJAMIN ROSE INSTITUTE?
- The 990 for the year ended December 31, 2024 names ORION H BELL IV.
- Who are the officers and directors of THE BENJAMIN ROSE INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 33 people; 7 received compensation from the organization, the highest $340,359 (ORION H BELL IV, PRESIDENT & CEO).
- How much revenue does THE BENJAMIN ROSE INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,102,447, expenses of $7,957,276 and total assets of $182,703,957 at year end.
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