{"success":true,"data":{"_id":340714482,"filings":[{"Organization":{"value":null,"Person":["ORION H BELL IV","Mary Marita","David Bass","JANICE BRENNAN","Carol Whitlatch","FARIDA EJAZ","MIKE BILLNITZER","KATHRYN KAESBERG","YVETTE M ITTU","NANCY A ADAMS","CHRISTINE A LOBAS","PATRICIA R FRUTIG JD","AMY SCOTT GILCHRIST JD","GIESELE ROBINSON GREENE MD","Kathryn Bryan PhD","LORI LOZIER MSSA LISW-S LNHA","HERMINE KRASNY CPA","DENISE M KRESEVIC PHD","ELIZABETH F STUEBER","BARBARA BELLIN JANOVITZ JD","SARAH M DIMLING","CYNTHIA H DUNN","Connie Hill-Johnson","Sue Omori","Jennifer I Markworth","BELVA DENMARK TIBBS","DIANE DOWNING","ANNAPURNA VALLURI PHD","NANCY M BARNES JD","KATHERINE B HOLLINGSWORTH","EILEEN MCCONVILLE","DR TERESA DEWS","DR MONA GUPTA"],"Title":["PRESIDENT & CEO","SR VP & COO","Sr VP Research","SR. VP & CFO","Assistant Director","SR RESEARCH SCIENTIST II","VP & Executive Dir.- ESOP","DIRECTOR","DIRECTOR","CHAIR","DIRECTOR (TO 5/2021)","DIRECTOR","DIRECTOR","DIRECTOR (TO 10/2021)","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","VICE CHAIR","PAST CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","TREASURER","Director","DIRECTOR","DIRECTOR","DIRECTOR (FROM 3/2021)","DIRECTOR"],"Hours":[35.0,32.0,40.0,36.0,40.0,40.0,10.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[308443,192396,184986,170336,164148,163787,155633,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[279765,164790,174546,160419,143285,147470,138886,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[28678,27606,10440,9917,20863,16317,16747,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Benjamin rose institute on aging supports caregivers and empowers all people to age well through research, consumer-responsive services and client advocacy.","year":2021,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Orion H Bell IV","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":89,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"11890 Fairhill Road, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":24,"Number of independent voting members":24,"Number of employees total":141,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":141,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":14549459,"Contributions":{"value":9815003,"Other contributions":4673923,"Contributions from gifts and grants":0,"Fundraising revenue":25896,"Dues":0,"Campaigns":0,"Grant revenue":5115184,"Related organizations":0},"Program revenue":{"value":2377762,"Total revenue":{"value":2377762,"ELDERCARE SERVICES - SOCIAL SERVICES":743642,"ROSE CENTERS - SOCIAL SERVICES":1403382,"RESEARCH AND EDUCATION":230738},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2900574,"Investment income total":1138530,"Net investment gain":1762044,"Income from invest bond proceeds":0},"Other revenues":{"value":-543880,"Other total":73377,"Royalties revenue":0,"Net rental income":-615883,"Net income from fundraising events":-1374,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":10515039,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6428755,"Current officers":478779,"Disqualified persons":0,"Other salaries and wages":4516535,"Pension plan contributions":223668,"Other employee benefits":857663,"Payroll taxes":352110},"Other expenses":{"value":4086284,"Management services":0,"Legal":73238,"Accounting":0,"Lobbying services":0,"Investment management fees":77494,"Other services":1680593,"Advertising":106302,"Office expenses":605206,"Information technology":0,"Royalties":0,"Occupancy":24862,"Travel":21005,"Conferences and meetings":1007,"Interest":24544,"Payments to affiliates":0,"Depreciation and depletion":589674,"Insurance":135216,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":719854,"MISCELLANEOUS EXPENSES":542955,"REPAIRS & MAINTENANCE":86154,"STAFF DEVELOPMENT":55930,"DUES & SUBSCRIPTIONS":34815},"All other expenses":27289},"Functional Expenses":{"value":null,"Program Service Expenses":7802140,"Management And General Expenses":2271245,"Fundraising Expenses":441654}},"Assets":{"value":183513038,"Non-interest bearing cash":616818,"Savings and temp cash investments":20605,"Pledges and grants receivable":725093,"Accounts receivable":2073075,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":210829,"Land, building, equipment":11735517,"Investments publicly traded":51814240,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":116316861},"Liabilities":{"value":7374248,"Sum of Total Liabilities":0,"Accounts payable, accrued":1851153,"Grants payable":0,"Deferred, revenue":364550,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":5158545},"Fund balance":{"value":176138790,"Net assets without donor restriction":60952277,"Net assets with donor restriction":115186513,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7419981989605554,"percentile":0.5662974390371618},"Fundraising Efficiency":{"score":22.223285648946913,"percentile":0.6241531033595527},"Operating Margin":{"score":0.2772900353202136,"percentile":0.8206344861769029},"Liabilities to Assets Ratio":{"score":0.04018378247326492,"percentile":0.4064191464571729},"Operating Reserve Ratio":{"score":17.452435316692597,"percentile":0.9369699524620679},"Officer Compensation Ratio":{"score":0.1274107494988844,"percentile":0.46896994305869416},"Program Expense Growth":{"score":-0.002136902194176816,"percentile":0.3139320360479554},"Revenue Growth":{"score":0.04763765140615101,"percentile":0.5963311459520568},"Asset Growth":{"score":0.026506357139617905,"percentile":0.4312866870190228},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6379005717165277,"percentile":0.711011736500984}},"source_xml":"202222159349300327_public.xml"},{"Organization":{"value":null,"Person":["NANCY A ADAMS","NANCY M BARNES JD","GINA K GUNNING","KATHRYN BRYAN PHD","BELVA DENMARK TIBBS","DR TERESA DEWS","SARAH M DIMLING","DIANE DOWNING","CYNTHIA H DUNN","PATRICIA R FRUTIG JD","CONNIE HILL-JOHNSON","KATHERINE B HOLLINGSWORTH","YVETTE M ITTU","KATHRYN KAESBERG","HERMINE KRASNY OSTRO CPA","DENISE M KRESEVIC PHD","LORI LOZIER MSSA LISW-S LNHA","MICHELLE BENTZIEN - PURRINGTON","DEBORAH ENTY","JENNIFER MARKWORTH","EILEEN MCCONVILLE","SUE OMORI","AMY SCOTT - GILCHRIST","ANNAPURNA VALLURI PHD","ELIZABETH STUEBER","TIFFINAE WARE","ORION H BELL IV","JANICE BRENNAN","MARY MARITA","DAVID BASS","MIKE BILLNITZER","AUDRA KESSLER - BENNETT","DABNEY CONWELL"],"Title":["PAST CHAIR","DIRECTOR","DIRECTOR","DIRECTOR","VICE CHAIR","DIRECTOR","CHAIR","DIRECTOR","DIRECTOR","DIRECTOR","SECRETARY","DIRECTOR","DIRECTOR (RESIGNED 12/2024)","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR (ADDED 10/2024)","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR (RESIGNED 06/2024)","DIRECTOR","TREASURER","PRESIDENT & CEO","SR. VP & CFO","SR VP & COO","SR VP RESEARCH","VP & EXECUTIVE DIR.","VP INSTITUTIONAL ADVANCEMENT","VP & EXECUTIVE DIR."],"Hours":[2.0,1.0,1.0,1.0,2.0,1.0,4.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,31.0,32.0,16.0,40.0,12.0,40.0,10.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,368346,197936,213960,209983,172962,155765,165260],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,340359,176570,182455,198519,153031,127106,145721],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,27987,21366,31505,11464,19931,28659,19539]},"Basic":{"value":null,"mission":"Benjamin rose institute on aging supports caregivers and empowers all people to age well through research, consumer-responsive services and client advocacy.","year":2024,"name":"BENJAMIN ROSE INSTITUTE","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"ORION H BELL IV","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":50,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"11890 FAIRHILL ROAD, CLEVELAND, OH, 441201053, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":24,"Number of independent voting members":24,"Number of employees total":136,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":136,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":9102447,"Contributions":{"value":7375519,"Other contributions":5307800,"Contributions from gifts and grants":0,"Fundraising revenue":84044,"Dues":0,"Campaigns":0,"Grant revenue":1983675,"Related organizations":0},"Program revenue":{"value":230760,"Total revenue":230760,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2038034,"Investment income total":1356347,"Net investment gain":681687,"Income from invest bond proceeds":0},"Other revenues":{"value":-541866,"Other total":223197,"Royalties revenue":0,"Net rental income":-755780,"Net income from fundraising events":-9283,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":7957276,"Grant expense":{"value":1854316,"Grants to domestic orgs":1741400,"Grants to domestic individuals":112916,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3641786,"Current officers":566282,"Disqualified persons":0,"Other salaries and wages":2321171,"Pension plan contributions":175147,"Other employee benefits":350551,"Payroll taxes":228635},"Other expenses":{"value":2461174,"Management services":0,"Legal":42106,"Accounting":112070,"Lobbying services":0,"Investment management fees":100377,"Other services":916892,"Advertising":393654,"Office expenses":169282,"Information technology":0,"Royalties":0,"Occupancy":36098,"Travel":61497,"Conferences and meetings":21652,"Interest":94627,"Payments to affiliates":0,"Depreciation and depletion":175898,"Insurance":90598,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":206639,"LICENSES & FEES":64946,"REPAIRS & MAINTENANCE":64647,"VOLUNTEER EXPENSES":40101,"DUES & SUBSCRIPTIONS":36945},"All other expenses":39784},"Functional Expenses":{"value":null,"Program Service Expenses":5159194,"Management And General Expenses":2524607,"Fundraising Expenses":273475}},"Assets":{"value":182703957,"Non-interest bearing cash":882793,"Savings and temp cash investments":721,"Pledges and grants receivable":552351,"Accounts receivable":239531,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":2600000,"Inventories for sale or use":0,"Prepaid expenses deferred charges":253399,"Land, building, equipment":10087591,"Investments publicly traded":43457835,"Investments other":2332963,"Investments program related":3632224,"Intangible assets":0,"Other assets":118664549},"Liabilities":{"value":10929832,"Sum of Total Liabilities":0,"Accounts payable, accrued":1166382,"Grants payable":0,"Deferred, revenue":291062,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":6770800,"Unsecured notes loans payable":0,"Other liabilities":2701588},"Fund balance":{"value":171774125,"Net assets without donor restriction":59703668,"Net assets with donor restriction":112070457,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6483618263335342,"percentile":0.5118171638484529},"Fundraising Efficiency":{"score":26.969627936740103,"percentile":0.668461026673464},"Operating Margin":{"score":0.12580913681782493,"percentile":0.664688274900396},"Liabilities to Assets Ratio":{"score":0.05982263427387071,"percentile":0.3730890495925327},"Operating Reserve Ratio":{"score":22.960615793645967,"percentile":0.9542412796096567},"Officer Compensation Ratio":{"score":0.1865226240738665,"percentile":0.3374491525713451},"Program Expense Growth":{"score":-0.03611827520013579,"percentile":0.22305465033877434},"Revenue Growth":{"score":0.003708495903575104,"percentile":0.3862462347953484},"Asset Growth":{"score":0.023606611102651377,"percentile":0.4191044309129655},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5714367412802879,"percentile":0.5211766778664755}},"source_xml":"202523169349300827_public.xml"},{"Organization":{"value":null,"Person":["KATHRYN KAESBERG","LEIGH FABENS","YVETTE M ITTU","MARCIA J WEXBERG","NANCY A ADAMS","SUZANNE CARLE","CHRISTINE A LOBAS","PATRICIA R FRUTIG","AMY SCOTT GILCHRIST","GIESELE ROBINSON GREENE MD","ROBIN GUNNING","LORI LOZIER","HERMINE KRASNY OSTRO","DENISE M KRESEVIC PHD","CATHERINE LOPRESTI","ELIZABETH F STUEBER","JOANN H MORANO","EMILY A DRAKE","BARBARA BELLIN JANOVITZ","SARAH M DIMLING","CYNTHIA H DUNN","MAGGIE JACKSON PHD","LISA KRISTOSIK","RICHARD BROWDIE","FRANK CARDINALE","DR LINDA NOELKER","DAVID BASS"],"Title":["board member","BOARD MEMBER","BOARD MEMBER","SECRETARY","PAST CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","TREASURER","BOARD MEMBER","BOARD MEMBER","CHAIRPERSON","BOARD MEMBER","VICE CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","PRESIDENT & CEO","SR VP FINANCE & CFO","SR VP PLANNING & DEVELOPMENT","VP RESEARCH"],"Hours":[1.0,1.0,1.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0,2.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,343092,213922,173624,142536],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,306249,202416,162155,140689],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,36843,11506,11469,1847]},"Basic":{"value":null,"mission":"To advance the health, independence and and dignity of older adults by providing direct service, applied gerontological research, & advocacy to improve public policy.","year":2014,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"RICHARD BROWDIE","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":35,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"11890 Fairhill Road, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":23,"Number of independent voting members":23,"Number of employees total":217,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":217,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":9391458,"Contributions":{"value":6922906,"Other contributions":5749265,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1173641,"Related organizations":0},"Program revenue":{"value":2381599,"Total revenue":{"value":2381599,"ELDERCARE SERVICES - SOCIAL SERVICES":1477249,"ELDERCARE SERVICES - HOME HEALTH CARE":713980,"INCOME FROM PROGRAM RELATED INVESTMENT":-249293,"ROSE CENTERS - SOCIAL SERVICES":439663},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":815161,"Investment income total":815273,"Net investment gain":-112,"Income from invest bond proceeds":0},"Other revenues":{"value":-728208,"Other total":332606,"Royalties revenue":0,"Net rental income":-1060814,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":9589386,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7074820,"Current officers":730639,"Disqualified persons":0,"Other salaries and wages":5166307,"Pension plan contributions":174974,"Other employee benefits":589788,"Payroll taxes":413112},"Other expenses":{"value":2514566,"Management services":0,"Legal":56286,"Accounting":0,"Lobbying services":0,"Investment management fees":73063,"Other services":1086600,"Advertising":133387,"Office expenses":262733,"Information technology":0,"Royalties":0,"Occupancy":146739,"Travel":182210,"Conferences and meetings":24960,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":17549,"Insurance":98856,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":426179,"MISCELLANEOUS":265550,"REPAIRS & MAINTENANCE":115946,"STAFF DEVELOPMENT":29047,"DUES & SUBSCRIPTIONS":15636},"All other expenses":6004},"Functional Expenses":{"value":null,"Program Service Expenses":7253117,"Management And General Expenses":2097096,"Fundraising Expenses":239173}},"Assets":{"value":147805529,"Non-interest bearing cash":1028911,"Savings and temp cash investments":169161,"Pledges and grants receivable":516510,"Accounts receivable":693204,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":4551202,"Inventories for sale or use":0,"Prepaid expenses deferred charges":99922,"Land, building, equipment":2790027,"Investments publicly traded":37286410,"Investments other":0,"Investments program related":2144240,"Intangible assets":0,"Other assets":98525942},"Liabilities":{"value":14397828,"Sum of Total Liabilities":0,"Accounts payable, accrued":2566741,"Grants payable":0,"Deferred, revenue":167957,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":11663130},"Fund balance":{"value":133407701,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":35085491,"Temporarily restricted net assets":443060,"Permanently restricted net assets":97879150},"Ratings":{"Program Expense Ratio":{"score":0.7563692816203248,"percentile":0.5791219901234965},"Fundraising Efficiency":{"score":28.945181939432963,"percentile":0.6835378750130808},"Operating Margin":{"score":-0.02107532185098416,"percentile":0.3362875378642051},"Liabilities to Assets Ratio":{"score":0.09741061851617201,"percentile":0.32811442514580497},"Operating Reserve Ratio":{"score":15.413450767337972,"percentile":0.9281642290753171},"Officer Compensation Ratio":{"score":0.09105629912071535,"percentile":0.5829756288866629},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6169790608196634,"percentile":0.6543338780249432}},"source_xml":"201533179349304538_public.xml"},{"Organization":{"value":null,"Person":["ORION H BELL IV","DAVID BASS","MARY MARITA","JANICE BRENNAN","FARIDA EJAZ","MIKE BILLNITZER","DABNEY CONWELL","NANCY A ADAMS","NANCY M BARNES JD","BARBARA BELLIN JANOVITZ JD","KATHRYN BRYAN PhD","BELVA DENMARK TIBBS","DR TERESA DEWS","SARAH M DIMLING","DIANE DOWNING","CYNTHIA H DUNN","PATRICIA R FRUTIG JD","DR MONA GUPTA","CONNIE HILL-JOHNSON","KATHERINE B HOLLINGSWORTH","YVETTE M ITTU","KATHRYN KAESBERG","HERMINE KRASNY CPA","DENISE M KRESEVIC PHD","LORI LOZIER MSSA LISW-S LNHA","JENNIFER I MARKWORTH","EILEEN MCCONVILLE","SUE OMORI","AMY SCOTT GILCHRIST JD","ELIZABETH F STUEBER","ANNAPURNA VALLURI PHD"],"Title":["PRESIDENT & CEO","Sr VP Research","SR VP & COO","SR. VP & CFO","SR RESEARCH SCIENTIST II","VP & Executive Dir.- ESOP","VP & Executive Dir.- RCAW","CHAIR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","VICE CHAIR","DIRECTOR","PAST CHAIR","DIRECTOR","DIRECTOR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","TREASURER"],"Hours":[30.0,40.0,14.0,31.0,40.0,10.0,10.0,4.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,2.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0],"Total Compensation":[325456,195265,194911,187178,173973,163119,154175,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[286707,175908,167002,161980,150378,140249,130580,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[38749,19357,27909,25198,23595,22870,23595,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Benjamin rose institute on aging supports caregivers and empowers all people to age well through research, consumer-responsive services and client advocacy.","year":2022,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Orion H Bell IV","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":132,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"11890 Fairhill Road, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":24,"Number of independent voting members":24,"Number of employees total":161,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":161,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":7517793,"Contributions":{"value":7005534,"Other contributions":5696234,"Contributions from gifts and grants":0,"Fundraising revenue":14961,"Dues":0,"Campaigns":0,"Grant revenue":1294339,"Related organizations":0},"Program revenue":{"value":225526,"Total revenue":225526,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":517496,"Investment income total":1046250,"Net investment gain":-528754,"Income from invest bond proceeds":0},"Other revenues":{"value":-230763,"Other total":455522,"Royalties revenue":0,"Net rental income":-683707,"Net income from fundraising events":-2578,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":7173205,"Grant expense":{"value":1613400,"Grants to domestic orgs":1613400,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3451117,"Current officers":512634,"Disqualified persons":0,"Other salaries and wages":2304414,"Pension plan contributions":96767,"Other employee benefits":315463,"Payroll taxes":221839},"Other expenses":{"value":2108688,"Management services":0,"Legal":22005,"Accounting":0,"Lobbying services":0,"Investment management fees":76228,"Other services":1230559,"Advertising":71363,"Office expenses":136941,"Information technology":0,"Royalties":0,"Occupancy":20081,"Travel":47402,"Conferences and meetings":6589,"Interest":44941,"Payments to affiliates":0,"Depreciation and depletion":227750,"Insurance":81900,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":130696,"REPAIRS & MAINTENANCE - PROGRA":56416,"DUES & SUBSCRIPTIONS - PROGRAM":31139,"STAFF DEVELOPMENT - PROGRAM":25606,"LICENSES & FEES - PROGRAM":17535},"All other expenses":12233},"Functional Expenses":{"value":null,"Program Service Expenses":4500537,"Management And General Expenses":2357369,"Fundraising Expenses":315299}},"Assets":{"value":155147131,"Non-interest bearing cash":141744,"Savings and temp cash investments":546,"Pledges and grants receivable":614447,"Accounts receivable":1550130,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":156645,"Inventories for sale or use":0,"Prepaid expenses deferred charges":222985,"Land, building, equipment":11163742,"Investments publicly traded":40874151,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":100422741},"Liabilities":{"value":5261252,"Sum of Total Liabilities":0,"Accounts payable, accrued":1101995,"Grants payable":0,"Deferred, revenue":196183,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":3963074},"Fund balance":{"value":149885879,"Net assets without donor restriction":56928426,"Net assets with donor restriction":92957453,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6274095052351076,"percentile":0.5041654918514819},"Fundraising Efficiency":{"score":22.218700344752126,"percentile":0.6240906991859616},"Operating Margin":{"score":0.045836324570256194,"percentile":0.5155454432621331},"Liabilities to Assets Ratio":{"score":0.03391137152255816,"percentile":0.41975114423507087},"Operating Reserve Ratio":{"score":21.62870446334658,"percentile":0.9507774350534198},"Officer Compensation Ratio":{"score":0.1943450661175862,"percentile":0.3236721794420348},"Program Expense Growth":{"score":-0.024047240718508972,"percentile":0.24972686398726307},"Revenue Growth":{"score":0.020585013642885976,"percentile":0.4676762832492173},"Asset Growth":{"score":0.020783741579387983,"percentile":0.4071520710143778},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5527704368806339,"percentile":0.46549254327118544}},"source_xml":"202343149349302779_public.xml"},{"Organization":{"value":null,"Person":["KATHRYN KAESBERG","YVETTE M ITTU","MARCIA J WEXBERG","NANCY A ADAMS","SUZANNE CARLE","CHRISTINE A LOBAS","PATRICIA R FRUTIG","AMY SCOTT GILCHRIST","GIESELE ROBINSON GREENE MD","Kathryn Bryan","LORI LOZIER","HERMINE KRASNY OSTRO","DENISE M KRESEVIC PHD","ELIZABETH F STUEBER","JOANN H MORANO","EMILY A DRAKE","BARBARA BELLIN JANOVITZ","SARAH M DIMLING","CYNTHIA H DUNN","MAGGIE JACKSON PHD","Connie Hill-Johnson","Sue Omori","Deborah C Enty","Katherine B Hollingsworth","Jennifer I Markworth","RICHARD BROWDIE","FRANK CARDINALE","Mary Marita","SUSAN EAGAN","Carol Whitlatch","David Bass","Anne-Marie Connors"],"Title":["board member","BOARD MEMBER","SECRETARY","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","TREASURER","BOARD MEMBER","PAST CHAIRPERSON","BOARD MEMBER","CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","VICE CHAIRPERSON","BOARD MEMBER","Board Member","Board member","Board member","BOARD MEMBER","BOARD MEMBER","PRESIDENT & CEO","SR VP FINANCE & CFO","SR VP & COO","VP of Strategic Development","Assistant Director","Sr VP Research","Vp Institutional Advancement"],"Hours":[1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,2.0,1.0,2.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,342122,229131,170069,163153,146153,159775,121803],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,325258,211986,145837,148152,122984,157724,104867],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,16864,17145,24232,15001,23169,2051,16936]},"Basic":{"value":null,"mission":"To advance support for older adults and caregivers by providing home and community-based services, evidence- based programs, and education to improve public policy.","year":2017,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"RICHARD BROWDIE","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":25,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"11890 Fairhill Road, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":230,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":230,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":9314198,"Contributions":{"value":6114381,"Other contributions":4921748,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1192633,"Related organizations":0},"Program revenue":{"value":2913114,"Total revenue":{"value":2913114,"ELDERCARE SERVICES - HOME HEALTH CARE":477911,"ELDERCARE SERVICES - SOCIAL SERVICES":1788669,"ROSE CENTERS - SOCIAL SERICES":1227062,"INCOME FROM PROGRAM RELATED INVESTMENT":-580528},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1447519,"Investment income total":621545,"Net investment gain":825974,"Income from invest bond proceeds":0},"Other revenues":{"value":-1160816,"Other total":204557,"Royalties revenue":0,"Net rental income":-1365373,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":11049876,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7662733,"Current officers":904474,"Disqualified persons":0,"Other salaries and wages":5367287,"Pension plan contributions":275299,"Other employee benefits":677369,"Payroll taxes":438304},"Other expenses":{"value":3387143,"Management services":0,"Legal":183967,"Accounting":0,"Lobbying services":0,"Investment management fees":44033,"Other services":1637810,"Advertising":128169,"Office expenses":333433,"Information technology":0,"Royalties":0,"Occupancy":40176,"Travel":193782,"Conferences and meetings":14794,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":44443,"Insurance":106296,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":650694,"MISCELLANEOUS EXPENSES":333531,"REPAIRS & MAINTENANCE":272013,"STAFF DEVELOPMENT":33894,"DUES & SUBSCRIPTIONS":11256},"All other expenses":9546},"Functional Expenses":{"value":null,"Program Service Expenses":6981343,"Management And General Expenses":3815651,"Fundraising Expenses":252882}},"Assets":{"value":152530468,"Non-interest bearing cash":692874,"Savings and temp cash investments":133544,"Pledges and grants receivable":458500,"Accounts receivable":708985,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":4551202,"Inventories for sale or use":0,"Prepaid expenses deferred charges":60930,"Land, building, equipment":3107208,"Investments publicly traded":35001568,"Investments other":0,"Investments program related":1511603,"Intangible assets":0,"Other assets":106304054},"Liabilities":{"value":12394282,"Sum of Total Liabilities":0,"Accounts payable, accrued":1955939,"Grants payable":0,"Deferred, revenue":353050,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":10085293},"Fund balance":{"value":140136186,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":34710336,"Temporarily restricted net assets":459244,"Permanently restricted net assets":104966606},"Ratings":{"Program Expense Ratio":{"score":0.6318028365205184,"percentile":0.5056777810896377},"Fundraising Efficiency":{"score":24.17879089852184,"percentile":0.6440801960835141},"Operating Margin":{"score":-0.18634755241406722,"percentile":0.15854307974905227},"Liabilities to Assets Ratio":{"score":0.08125774582950863,"percentile":0.34538221466226837},"Operating Reserve Ratio":{"score":13.8038171650071,"percentile":0.9199235529102257},"Officer Compensation Ratio":{"score":0.12056298188323561,"percentile":0.488295506769808},"Program Expense Growth":{"score":0.0030919417282669038,"percentile":0.33574392823999294},"Revenue Growth":{"score":0.019390971970183024,"percentile":0.46156936557543976},"Asset Growth":{"score":0.009537239506943785,"percentile":0.3597040170437198},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5103078804463927,"percentile":0.34807753726064583}},"source_xml":"201823029349300842_public.xml"},{"Organization":{"value":null,"Person":["RICHARD BROWDIE","FRANK CARDINALE","ORION H BELL IV","Mary Marita","David Bass","SUSAN EAGAN","Carol Whitlatch","FARIDA EJAZ","KATHRYN KAESBERG","YVETTE M ITTU","NANCY A ADAMS","CHRISTINE A LOBAS","PATRICIA R FRUTIG JD","AMY SCOTT GILCHRIST J","GIESELE ROBINSON GREEN","Kathryn Bryan PhD","LORI LOZIER MSSA LISW","HERMINE KRASNY OSTRO","DENISE M KRESEVIC PHD","ELIZABETH F STUEBER","EMILY A DRAKE","BARBARA BELLIN JANOVIT","SARAH M DIMLING","CYNTHIA H DUNN","MAGGIE JACKSON PHD","Connie Hill-Johnson","Sue Omori","Deborah Enty Thru 12","Jennifer I Markworth","BELVA DENMARK TIBBS","DIANE DOWNING","ANNAPURNA VALLURI PHD","NANCY M BARNES JD","KATHERINE B HOLLINGSW"],"Title":["PRESIDENT & CEO (To 12/31/18)","SR VP FIN. & CFO (To 9/2019)","PRESIDENT & CEO (Beg. 4/22/19)","SR VP & COO","Sr VP Research","VP of Strategic Development","Assistant Director","SR RESEARCH SCIENTIST II","board member","BOARD MEMBER","VICE CHAIR & SECRETARY","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","PAST CHAIRPERSON","BOARD MEMBER","TREASURER","CHAIRPERSON","BOARD MEMBER","Board Member","Board member","Board member","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER"],"Hours":[0.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[458995,283751,207343,205346,177055,169821,150771,143653,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[422636,270411,195861,179992,166790,149834,127697,128195,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[36359,13340,11482,25354,10265,19987,23074,15458,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The mission of benjamin rose institute on aging is to advance support for older adults and caregivers.","year":2019,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Orion H Bell IV","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":125,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"11890 Fairhill Road, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":26,"Number of independent voting members":24,"Number of employees total":240,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":240,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":9684477,"Contributions":{"value":6980250,"Other contributions":5301961,"Contributions from gifts and grants":0,"Fundraising revenue":53356,"Dues":0,"Campaigns":0,"Grant revenue":1624933,"Related organizations":0},"Program revenue":{"value":3054752,"Total revenue":{"value":3054752,"ELDERCARE SERVICES - HOME HEALTH CARE":25814,"ELDERCARE SERVICES - SOCIAL SERVICES":1480169,"ROSE CENTERS - SOCIAL SERVICES":1152677,"INCOME FROM PROGRAM RELATED INVESTMENT":396092},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":850156,"Investment income total":971931,"Net investment gain":-121775,"Income from invest bond proceeds":0},"Other revenues":{"value":-1200681,"Other total":161444,"Royalties revenue":0,"Net rental income":-1370758,"Net income from fundraising events":8633,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":10748769,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7224401,"Current officers":950088,"Disqualified persons":0,"Other salaries and wages":5071302,"Pension plan contributions":264971,"Other employee benefits":535062,"Payroll taxes":402978},"Other expenses":{"value":3524368,"Management services":0,"Legal":62698,"Accounting":0,"Lobbying services":0,"Investment management fees":77907,"Other services":1916320,"Advertising":103783,"Office expenses":366699,"Information technology":0,"Royalties":0,"Occupancy":33164,"Travel":164906,"Conferences and meetings":21181,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":58904,"Insurance":114770,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":585255,"MISCELLANEOUS EXPENSES":378241,"REPAIRS & MAINTENANCE":89621,"LICENSES & FEES":84365,"STAFF DEVELOPMENT":33028},"All other expenses":18781},"Functional Expenses":{"value":null,"Program Service Expenses":7091118,"Management And General Expenses":3414557,"Fundraising Expenses":243094}},"Assets":{"value":152625930,"Non-interest bearing cash":313390,"Savings and temp cash investments":142309,"Pledges and grants receivable":576504,"Accounts receivable":327955,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":65930,"Land, building, equipment":12240484,"Investments publicly traded":33037920,"Investments other":0,"Investments program related":-2942140,"Intangible assets":0,"Other assets":108863578},"Liabilities":{"value":9280523,"Sum of Total Liabilities":0,"Accounts payable, accrued":1533207,"Grants payable":0,"Deferred, revenue":24006,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":7723310},"Fund balance":{"value":143345407,"Net assets without donor restriction":34882832,"Net assets with donor restriction":108462575,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6597144286941137,"percentile":0.5165274342841952},"Fundraising Efficiency":{"score":28.714201090936015,"percentile":0.6818299207851021},"Operating Margin":{"score":-0.10989669344044083,"percentile":0.21354728931727548},"Liabilities to Assets Ratio":{"score":0.060805676990797045,"percentile":0.3716664372461011},"Operating Reserve Ratio":{"score":14.199386925144637,"percentile":0.9220895672599191},"Officer Compensation Ratio":{"score":0.16715728098724608,"percentile":0.37482607236854637},"Program Expense Growth":{"score":0.00580646492512959,"percentile":0.34615651571849554},"Revenue Growth":{"score":0.006266912847778856,"percentile":0.3977209575651392},"Asset Growth":{"score":0.005901092165428579,"percentile":0.3446606745995811},"Independent Voting Board Pct":{"score":0.9230769230769231,"percentile":0.252262282827331},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4641007695958315,"percentile":0.23993702082420487}},"source_xml":"202043109349302629_public.xml"},{"Organization":{"value":null,"Person":["ORION H BELL IV","MARY MARITA","DAVID BASS","JANICE BRENNAN","MIKE BILLNITZER","FARIDA EJAZ","DABNEY CONWELL","NANCY A ADAMS","NANCY M BARNES JD","GINA K GUNNING","KATHRYN BRYAN PhD","BELVA DENMARK TIBBS","DR TERESA DEWS","SARAH M DIMLING","DIANE DOWNING","CYNTHIA H DUNN","PATRICIA R FRUTIG JD","DR MONA GUPTA","CONNIE HILL-JOHNSON","KATHERINE B HOLLINGSWORTH","YVETTE M ITTU","KATHRYN KAESBERG","HERMINE KRASNY CPA","DENISE M KRESEVIC PHD","LORI LOZIER MSSA LISW-S LNHA","JENNIFER I MARKWORTH","EILEEN MCCONVILLE","SUE OMORI","AMY SCOTT GILCHRIST JD","ELIZABETH F STUEBER","ANNAPURNA VALLURI PHD","TIFFINAE WARE","MICHELLE BENTZIEN-PURRINGTON"],"Title":["PRESIDENT & CEO","SR VP & COO","SR VP RESEARCH","SR. VP & CFO","VP & EXECUTIVE DIR.","SR RESEARCH SCIENTIST II","VP & EXECUTIVE DIR.","PAST CHAIR","DIRECTOR","DIRECTOR Eff. 2/2023","DIRECTOR","VICE CHAIR","DIRECTOR","CHAIR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR Thru 12/2023","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","TREASURER","DIRECTOR Eff. 2/2023","DIRECTOR Eff. 12/2023"],"Hours":[30.0,16.0,40.0,31.0,10.0,40.0,10.0,2.0,1.0,1.0,1.0,1.0,1.0,4.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0],"Total Compensation":[342411,200011,197236,189994,165460,163657,163042,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[312974,175090,186611,170274,147029,145589,138742,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[29437,24921,10625,19720,18431,18068,24300,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Benjamin rose institute on aging supports caregivers and empowers all people to age well through research, consumer-responsive services and client advocacy.","year":2023,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Orion H Bell IV","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":61,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"11890 Fairhill Road, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":142,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":142,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":8465119,"Contributions":{"value":7440332,"Other contributions":5405246,"Contributions from gifts and grants":0,"Fundraising revenue":17943,"Dues":0,"Campaigns":0,"Grant revenue":2017143,"Related organizations":0},"Program revenue":{"value":182831,"Total revenue":182831,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1290089,"Investment income total":1195960,"Net investment gain":94129,"Income from invest bond proceeds":0},"Other revenues":{"value":-448133,"Other total":394437,"Royalties revenue":0,"Net rental income":-833701,"Net income from fundraising events":-8869,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":7580272,"Grant expense":{"value":1483269,"Grants to domestic orgs":1402800,"Grants to domestic individuals":80469,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3632564,"Current officers":532406,"Disqualified persons":0,"Other salaries and wages":2296630,"Pension plan contributions":162298,"Other employee benefits":412364,"Payroll taxes":228866},"Other expenses":{"value":2464439,"Management services":0,"Legal":25627,"Accounting":96616,"Lobbying services":0,"Investment management fees":78646,"Other services":1370534,"Advertising":94257,"Office expenses":136416,"Information technology":0,"Royalties":0,"Occupancy":37230,"Travel":58269,"Conferences and meetings":3174,"Interest":91355,"Payments to affiliates":0,"Depreciation and depletion":184596,"Insurance":88041,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":166453,"REPAIRS & MAINTENANCE":54115,"DUES & SUBSCRIPTIONS":39348,"VOLUNTEER EXPENSES":38504,"STAFF DEVELOPMENT":34486},"All other expenses":33225},"Functional Expenses":{"value":null,"Program Service Expenses":4923183,"Management And General Expenses":2231726,"Fundraising Expenses":425363}},"Assets":{"value":171894125,"Non-interest bearing cash":1006054,"Savings and temp cash investments":1671,"Pledges and grants receivable":627658,"Accounts receivable":226236,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":2200000,"Inventories for sale or use":0,"Prepaid expenses deferred charges":316724,"Land, building, equipment":10058867,"Investments publicly traded":45326156,"Investments other":0,"Investments program related":981551,"Intangible assets":0,"Other assets":111149208},"Liabilities":{"value":11648157,"Sum of Total Liabilities":0,"Accounts payable, accrued":1206754,"Grants payable":0,"Deferred, revenue":709348,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":6370800,"Unsecured notes loans payable":0,"Other liabilities":3361255},"Fund balance":{"value":160245968,"Net assets without donor restriction":55803953,"Net assets with donor restriction":104442015,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6494731323625327,"percentile":0.5122525839220836},"Fundraising Efficiency":{"score":17.491723539659066,"percentile":0.562442096127389},"Operating Margin":{"score":0.10452859552240198,"percentile":0.6309567020789418},"Liabilities to Assets Ratio":{"score":0.06776355503714859,"percentile":0.36204695583490243},"Operating Reserve Ratio":{"score":22.676511476105343,"percentile":0.9535345664000207},"Officer Compensation Ratio":{"score":0.18756727990763392,"percentile":0.3355454111676069},"Program Expense Growth":{"score":-0.03310417976388275,"percentile":0.2291943194564529},"Revenue Growth":{"score":0.008606581290349512,"percentile":0.4084504084856843},"Asset Growth":{"score":0.021524812779713055,"percentile":0.4102912756912516},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5571509829482287,"percentile":0.47844975074909263}},"source_xml":"202413189349302731_public.xml"},{"Organization":{"value":null,"Person":["ORION H BELL IV","Mary Marita","David Bass","SUSAN EAGAN","FARIDA EJAZ","Carol Whitlatch","JANICE BRENNAN","KATHRYN KAESBERG","YVETTE M ITTU","NANCY A ADAMS","CHRISTINE A LOBAS","PATRICIA R FRUTIG JD","AMY SCOTT GILCHRIST JD","GIESELE ROBINSON GREENE MD","Kathryn Bryan PhD","LORI LOZIER MSSA LISW-S LNHA CHPCA","HERMINE KRASNY CPA","DENISE M KRESEVIC PHD","ELIZABETH F STUEBER","EMILY A DRAKE","BARBARA BELLIN JANOVITZ JD","SARAH M DIMLING","CYNTHIA H DUNN","MAGGIE JACKSON PHD","Connie Hill-Johnson","Sue Omori","Jennifer I Markworth","BELVA DENMARK TIBBS","DIANE DOWNING","ANNAPURNA VALLURI PHD","NANCY M BARNES JD","KATHERINE B HOLLINGSWORTH","EILEEN MCCONVILLE"],"Title":["PRESIDENT & CEO","SR VP & COO","Sr VP Research","VP of Strategic Development","SR RESEARCH SCIENTIST II","Assistant Director","SR. VP & CFO","DIRECTOR","DIRECTOR","VICE CHAIR & SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PAST CHAIRPERSON (To 12/15/20)","DIRECTOR","TREASURER","CHAIR","DIRECTOR (TO 12/15/20)","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","Director","DIRECTOR","DIRECTOR (BEG. 4/1/20)"],"Hours":[35.0,38.0,40.0,40.0,40.0,40.0,32.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[282275,185507,181364,174864,154951,154191,152769,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[268698,158972,170895,155030,139194,134866,144762,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[13577,26535,10469,19834,15757,19325,8007,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The mission of benjamin rose institute on aging is to advance support for older adults and caregivers.","year":2020,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Orion H Bell IV","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":170,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"11890 Fairhill Road, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":24,"Number of independent voting members":22,"Number of employees total":146,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":146,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":11841376,"Contributions":{"value":8653858,"Other contributions":5247745,"Contributions from gifts and grants":0,"Fundraising revenue":14620,"Dues":0,"Campaigns":0,"Grant revenue":3391493,"Related organizations":0},"Program revenue":{"value":2026555,"Total revenue":{"value":2026555,"ELDERCARE SERVICES - SOCIAL SERVICES":1032026,"ROSE CENTERS - SOCIAL SERVICES":1090680,"INCOME FROM PROGRAM RELATED INVESTMENT":-96151},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1561157,"Investment income total":918343,"Net investment gain":642814,"Income from invest bond proceeds":0},"Other revenues":{"value":-400194,"Other total":66690,"Royalties revenue":0,"Net rental income":-469546,"Net income from fundraising events":2662,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":10489015,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7063731,"Current officers":620551,"Disqualified persons":0,"Other salaries and wages":5050714,"Pension plan contributions":226920,"Other employee benefits":757904,"Payroll taxes":407642},"Other expenses":{"value":3425284,"Management services":0,"Legal":45569,"Accounting":0,"Lobbying services":0,"Investment management fees":104326,"Other services":1454622,"Advertising":85075,"Office expenses":384120,"Information technology":0,"Royalties":0,"Occupancy":25146,"Travel":33560,"Conferences and meetings":2669,"Interest":138297,"Payments to affiliates":0,"Depreciation and depletion":472896,"Insurance":123221,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":530646,"MISCELLANEOUS EXPENSES":371811,"REPAIRS & MAINTENANCE":69800,"LICENSES & FEES":48044,"STAFF DEVELOPMENT":40991},"All other expenses":25137},"Functional Expenses":{"value":null,"Program Service Expenses":6439341,"Management And General Expenses":3568887,"Fundraising Expenses":480787}},"Assets":{"value":163951646,"Non-interest bearing cash":617249,"Savings and temp cash investments":122070,"Pledges and grants receivable":685218,"Accounts receivable":504658,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":234838,"Land, building, equipment":11977912,"Investments publicly traded":36083373,"Investments other":0,"Investments program related":-3278574,"Intangible assets":0,"Other assets":117004902},"Liabilities":{"value":8863178,"Sum of Total Liabilities":0,"Accounts payable, accrued":1540117,"Grants payable":0,"Deferred, revenue":93619,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":7229442},"Fund balance":{"value":155088468,"Net assets without donor restriction":39144316,"Net assets with donor restriction":115944152,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.613912841196242,"percentile":0.4998239791191706},"Fundraising Efficiency":{"score":17.99935938367718,"percentile":0.5701744532674345},"Operating Margin":{"score":0.11420640641763255,"percentile":0.6467351950270234},"Liabilities to Assets Ratio":{"score":0.054059707335905614,"percentile":0.38187196529850076},"Operating Reserve Ratio":{"score":15.63079526533235,"percentile":0.9291738771151631},"Officer Compensation Ratio":{"score":0.12259692640348022,"percentile":0.4825579095376077},"Program Expense Growth":{"score":-0.008342553263984595,"percentile":0.2933219423119603},"Revenue Growth":{"score":0.02467319182019209,"percentile":0.488342318870524},"Asset Growth":{"score":0.015046162679211772,"percentile":0.3830182960934186},"Independent Voting Board Pct":{"score":0.9166666666666666,"percentile":0.24842690827196914},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5236042850826998,"percentile":0.38303985914678934}},"source_xml":"202102569349301000_public.xml"},{"Organization":{"value":null,"Person":["KATHRYN KAESBERG","LEIGH FABENS","YVETTE M ITTU","MARCIA J WEXBERG","NANCY A ADAMS","SUZANNE CARLE","CHRISTINE A LOBAS","PATRICIA R FRUTIG","AMY SCOTT GILCHRIST","GIESELE ROBINSON GREENE MD","ROBIN GUNNING","LORI LOZIER","HERMINE KRASNY OSTRO","DENISE M KRESEVIC PHD","CATHERINE LOPRESTI","ELIZABETH F STUEBER","JOANN H MORANO","EMILY A DRAKE","BARBARA BELLIN JANOVITZ","SARAH M DIMLING","CYNTHIA H DUNN","MAGGIE JACKSON PHD","LISA KRISTOSIK","RICHARD BROWDIE","FRANK CARDINALE","DR LINDA NOELKER","SUSAN EAGAN","Dabney K Conwell","David Bass","Anne-Marie Connors"],"Title":["board member","BOARD MEMBER","BOARD MEMBER","SECRETARY","PAST CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","TREASURER","BOARD MEMBER","BOARD MEMBER","CHAIRPERSON","BOARD MEMBER","VICE CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","PRESIDENT & CEO","SR VP FINANCE & CFO","SR VP PLANNING & DEVELOPMENT","VP of Strategic Development","VP Rose Centers","VP Research","Vp Institutional Advancement"],"Hours":[1.0,1.0,1.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0,2.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,340472,226327,158261,140058,22986,156385,115818],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,328180,214342,157375,133285,21421,154374,107880],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,12292,11985,886,6773,1565,2011,7938]},"Basic":{"value":null,"mission":"To advance support for older adults and caregivers by providing direct service, applied gerontological research, & advocacy to improve public policy.","year":2015,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"RICHARD BROWDIE","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":23,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"11890 Fairhill Road, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":23,"Number of independent voting members":23,"Number of employees total":217,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":217,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":10658612,"Contributions":{"value":6428495,"Other contributions":5337690,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1090805,"Related organizations":0},"Program revenue":{"value":3890653,"Total revenue":{"value":3890653,"ELDERCARE SERVICES - SOCIAL SERVICES":1898398,"ELDERCARE SERVICES - HOME HEALTH CARE":932988,"INCOME FROM PROGRAM RELATED INVESTMENT":-244943,"ROSE CENTERS - SOCIAL SERVICES":1304210},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1357652,"Investment income total":336262,"Net investment gain":1021390,"Income from invest bond proceeds":0},"Other revenues":{"value":-1018188,"Other total":236264,"Royalties revenue":0,"Net rental income":-1254452,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":11214570,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8255886,"Current officers":888104,"Disqualified persons":0,"Other salaries and wages":5562351,"Pension plan contributions":182613,"Other employee benefits":1149095,"Payroll taxes":473723},"Other expenses":{"value":2958684,"Management services":0,"Legal":77031,"Accounting":0,"Lobbying services":0,"Investment management fees":71535,"Other services":1359369,"Advertising":152908,"Office expenses":394040,"Information technology":0,"Royalties":0,"Occupancy":84271,"Travel":188230,"Conferences and meetings":39322,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":55125,"Insurance":97738,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":426105,"MISCELLANEOUS":209888,"REPAIRS & MAINTENANCE":161480,"STAFF DEVELOPMENT":41655,"DUES & SUBSCRIPTIONS":13082},"All other expenses":13010},"Functional Expenses":{"value":null,"Program Service Expenses":8072791,"Management And General Expenses":2899051,"Fundraising Expenses":242728}},"Assets":{"value":139136039,"Non-interest bearing cash":238581,"Savings and temp cash investments":124172,"Pledges and grants receivable":431138,"Accounts receivable":844489,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":4551202,"Inventories for sale or use":0,"Prepaid expenses deferred charges":76917,"Land, building, equipment":2573983,"Investments publicly traded":35325902,"Investments other":0,"Investments program related":1894432,"Intangible assets":0,"Other assets":93075223},"Liabilities":{"value":12410010,"Sum of Total Liabilities":0,"Accounts payable, accrued":1999298,"Grants payable":0,"Deferred, revenue":224119,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":10186593},"Fund balance":{"value":126726029,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":33867670,"Temporarily restricted net assets":381816,"Permanently restricted net assets":92476543},"Ratings":{"Program Expense Ratio":{"score":0.7198484649879576,"percentile":0.5498102841307307},"Fundraising Efficiency":{"score":26.484356975709435,"percentile":0.6644633193067953},"Operating Margin":{"score":-0.05216045015992701,"percentile":0.2819935846628646},"Liabilities to Assets Ratio":{"score":0.08919335413882236,"percentile":0.336565705230625},"Operating Reserve Ratio":{"score":12.406720810517033,"percentile":0.9113280044557086},"Officer Compensation Ratio":{"score":0.10346424339051787,"percentile":0.5406718380579298},"Program Expense Growth":{"score":0.06411322349439381,"percentile":0.5808881054943398},"Revenue Growth":{"score":0.11635848857450606,"percentile":0.7974266003817069},"Asset Growth":{"score":-0.008631511613802146,"percentile":0.28538053569741395},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5913119303787847,"percentile":0.5799309772871398}},"source_xml":"201622259349301457_public.xml"},{"Organization":{"value":null,"Person":["KATHRYN KAESBERG","YVETTE M ITTU","NANCY A ADAMS","CHRISTINE A LOBAS","PATRICIA R FRUTIG","AMY SCOTT GILCHRIST","GIESELE ROBINSON GREENE MD","Kathryn Bryan","LORI LOZIER","HERMINE KRASNY OSTRO","DENISE M KRESEVIC PHD","ELIZABETH F STUEBER","JOANN H MORANO","EMILY A DRAKE","BARBARA BELLIN JANOVITZ","SARAH M DIMLING","CYNTHIA H DUNN","MAGGIE JACKSON PHD","Connie Hill-Johnson","Sue Omori","Deborah C Enty","Jennifer I Markworth","BELVA DENMARK TIBBS","DIANE DOWNING","ANNPURNA VALLURI PHD","RICHARD BROWDIE","FRANK CARDINALE","Mary Marita","SUSAN EAGAN","Carol Whitlatch","David Bass","Roslyn Quarto"],"Title":["board member","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","TREASURER","BOARD MEMBER","PAST CHAIRPERSON","SECRETARY (1/1-9/30)","CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","VICE CHAIRPERSON","BOARD MEMBER","Board Member","Board member","Board member","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","PRESIDENT & CEO","SR VP FINANCE & CFO","SR VP & COO","VP of Strategic Development","Assistant Director","Sr VP Research","Executive Director"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,2.0,2.0,2.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,359555,234327,181935,166707,157251,165193,148089],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,345645,232075,164840,154456,141239,163095,134209],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,13910,2252,17095,12251,16012,2098,13880]},"Basic":{"value":null,"mission":"To advance support for older adults and caregivers by providing home and community-based services, evidence- based programs, and education to improve public policy.","year":2018,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Orion H Bell IV","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":25,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"11890 Fairhill Road, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":24,"Number of independent voting members":24,"Number of employees total":212,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":212,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":9036448,"Contributions":{"value":6898863,"Other contributions":5214763,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1684100,"Related organizations":0},"Program revenue":{"value":2733703,"Total revenue":{"value":2733703,"ELDERCARE SERVICES - HOME HEALTH CARE":445059,"ELDERCARE SERVICES - SOCIAL SERVICES":1268791,"ROSE CENTERS - SOCIAL SERVICES":1166505,"INCOME FROM PROGRAM RELATED INVESTMENT":-146652},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":513125,"Investment income total":710109,"Net investment gain":-196984,"Income from invest bond proceeds":0},"Other revenues":{"value":-1109243,"Other total":239319,"Royalties revenue":0,"Net rental income":-1348562,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":12618438,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8114047,"Current officers":593882,"Disqualified persons":0,"Other salaries and wages":5774814,"Pension plan contributions":279479,"Other employee benefits":1021276,"Payroll taxes":444596},"Other expenses":{"value":4504391,"Management services":0,"Legal":130857,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":2742098,"Advertising":92449,"Office expenses":318214,"Information technology":0,"Royalties":0,"Occupancy":38482,"Travel":188048,"Conferences and meetings":27707,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":42046,"Insurance":108527,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":731810,"MISCELLANEOUS EXPENSES":382623,"REPAIRS & MAINTENANCE":202953,"REAL ESTATE TAXES":100800,"BAD DEBT EXPENSE":45434},"All other expenses":84153},"Functional Expenses":{"value":null,"Program Service Expenses":8444729,"Management And General Expenses":3946558,"Fundraising Expenses":227151}},"Assets":{"value":136491345,"Non-interest bearing cash":280947,"Savings and temp cash investments":138488,"Pledges and grants receivable":534611,"Accounts receivable":407358,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":4551202,"Inventories for sale or use":0,"Prepaid expenses deferred charges":121411,"Land, building, equipment":2941756,"Investments publicly traded":31104402,"Investments other":0,"Investments program related":1405525,"Intangible assets":0,"Other assets":95005645},"Liabilities":{"value":12343138,"Sum of Total Liabilities":0,"Accounts payable, accrued":2334390,"Grants payable":0,"Deferred, revenue":335982,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":9672766},"Fund balance":{"value":124148207,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":29524501,"Temporarily restricted net assets":367176,"Permanently restricted net assets":94256530},"Ratings":{"Program Expense Ratio":{"score":0.6692372700963463,"percentile":0.5208083265529714},"Fundraising Efficiency":{"score":30.371264049024656,"percentile":0.6936243095938256},"Operating Margin":{"score":-0.39639358296534216,"percentile":0.0905015388208603},"Liabilities to Assets Ratio":{"score":0.09043165337699617,"percentile":0.3352344514308469},"Operating Reserve Ratio":{"score":10.816817818497029,"percentile":0.8994135108934274},"Officer Compensation Ratio":{"score":0.11198351174685806,"percentile":0.513752309470796},"Program Expense Growth":{"score":0.020726233706602013,"percentile":0.40824643680682365},"Revenue Growth":{"score":0.004702867023997928,"percentile":0.39067167135471215},"Asset Growth":{"score":-0.0021632277497880444,"percentile":0.3100929761942477},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5076765301732182,"percentile":0.3406295077797041}},"source_xml":"201912849349300231_public.xml"},{"Organization":{"value":null,"Person":["EMILY A DRAKE","KATHRYN KAESBERG","LEIGH FABENS","YVETTE M ITTU","MARCIA J WEXBERG","NANCY A ADAMS","SHELLY AMATO","SELMA BARON","SUZANNE CARLE","ANNE M FELEPPELLE","CHRISTINE A LOBAS","PATRICIA R FRUTIG","AMY SCOTT GILCHRIST","GIESELE ROBINSON GREENE MD","ROBIN GUNNING","LORI LOZIER","KELSEY D LOUSHIN","HERMINE KRASNY OSTRO","DENISE M KRESEVIC PHD","CATHERINE LOPRESTI","NANCY G ROME","ELIZABETH F STUEBER","JOANN H MORANO","IDELLE K WOLF","RICHARD BROWDIE","FRANK CARDINALE","DR LINDA NOELKER","DAVID BASS","ADRIAN TUROWSKI","CAROL WHITLATCH"],"Title":["PAST CHAIRPERSON","CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","SECRETARY","VICE PRESIDENT","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","TREASURER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","PRESIDENT & CEO","SR VP FINANCE & CFO","SR VP PLANNING & DEVELOPMENT","VP RESEARCH","VP ELDERCARE SVCS INSTITUTE","ASSISTANT DIRECTOR"],"Hours":[2.0,2.0,1.0,1.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,331893,206632,166453,139272,137807,115193],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,296539,196621,156433,137444,136312,105332],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,35354,10011,10020,1828,1495,9861]},"Basic":{"value":null,"mission":"To advance the health, independence and and dignity of older adults by providing direct service, applied gerontological research, & advocacy to improve public policy.","year":2013,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"RICHARD BROWDIE","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":30,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"11890 Fairhill Road Suite, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":24,"Number of independent voting members":24,"Number of employees total":162,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":162,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":8447954,"Contributions":{"value":5691090,"Other contributions":4780133,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":910957,"Related organizations":0},"Program revenue":{"value":2515939,"Total revenue":{"value":2515939,"ELDERCARE SERVICES - SOCIAL SERVICES":1538134,"ELDERCARE SERVICES - HOME HEALTH CARE":1185094,"INCOME FROM PROGRAM RELATED INVESTMENT":-207289},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":819129,"Investment income total":821630,"Net investment gain":-2501,"Income from invest bond proceeds":0},"Other revenues":{"value":-578204,"Other total":142708,"Royalties revenue":0,"Net rental income":-720912,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":9336976,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7246981,"Current officers":704988,"Disqualified persons":0,"Other salaries and wages":5263068,"Pension plan contributions":185538,"Other employee benefits":669856,"Payroll taxes":423531},"Other expenses":{"value":2089995,"Management services":0,"Legal":29662,"Accounting":0,"Lobbying services":0,"Investment management fees":68816,"Other services":787898,"Advertising":128774,"Office expenses":187093,"Information technology":0,"Royalties":0,"Occupancy":147363,"Travel":207677,"Conferences and meetings":29463,"Interest":48,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":76765,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":425756,"MISCELLANEOUS":262580,"REPAIRS & MAINTENANCE":113389,"STAFF DEVELOPMENT":33602,"DUES & SUBSCRIPTIONS":16185},"All other expenses":680},"Functional Expenses":{"value":null,"Program Service Expenses":7113675,"Management And General Expenses":2096465,"Fundraising Expenses":126836}},"Assets":{"value":141602025,"Non-interest bearing cash":538213,"Savings and temp cash investments":171828,"Pledges and grants receivable":442266,"Accounts receivable":390547,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":4551202,"Inventories for sale or use":0,"Prepaid expenses deferred charges":62855,"Land, building, equipment":1834848,"Investments publicly traded":35100948,"Investments other":0,"Investments program related":2405818,"Intangible assets":0,"Other assets":96103500},"Liabilities":{"value":13655181,"Sum of Total Liabilities":0,"Accounts payable, accrued":2241720,"Grants payable":0,"Deferred, revenue":158639,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":11254822},"Fund balance":{"value":127946844,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":32059616,"Temporarily restricted net assets":371340,"Permanently restricted net assets":95515888},"Ratings":{"Program Expense Ratio":{"score":0.761882112581204,"percentile":0.584172822698235},"Fundraising Efficiency":{"score":44.86967422498344,"percentile":0.765237419078588},"Operating Margin":{"score":-0.1052351847559776,"percentile":0.21800040312398672},"Liabilities to Assets Ratio":{"score":0.09643351498680898,"percentile":0.3290726656867131},"Operating Reserve Ratio":{"score":15.16572656928753,"percentile":0.9269664340528658},"Officer Compensation Ratio":{"score":0.11751663493619348,"percentile":0.49714707403541897},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6005974853294856,"percentile":0.6072538843524586}},"source_xml":"201412659349300621_public.xml"},{"Organization":{"value":null,"Person":["KATHRYN KAESBERG","LEIGH FABENS","YVETTE M ITTU","MARCIA J WEXBERG","NANCY A ADAMS","SUZANNE CARLE","CHRISTINE A LOBAS","PATRICIA R FRUTIG","AMY SCOTT GILCHRIST","GIESELE ROBINSON GREENE MD","Kathryn Bryan","LORI LOZIER","HERMINE KRASNY OSTRO","DENISE M KRESEVIC PHD","CATHERINE LOPRESTI","ELIZABETH F STUEBER","JOANN H MORANO","EMILY A DRAKE","BARBARA BELLIN JANOVITZ","SARAH M DIMLING","CYNTHIA H DUNN","MAGGIE JACKSON PHD","LISA KRISTOSIK","Connie Hill-Johnson","Sue Omori","RICHARD BROWDIE","FRANK CARDINALE","Mary Marita","SUSAN EAGAN","Carol Whitlatch","David Bass","Anne-Marie Connors"],"Title":["board member","BOARD MEMBER","BOARD MEMBER","SECRETARY","PAST CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","TREASURER","BOARD MEMBER","BOARD MEMBER","CHAIRPERSON","BOARD MEMBER","VICE CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","Board Member","Board member","PRESIDENT & CEO","SR VP FINANCE & CFO","SR VP & COO","VP of Strategic Development","Assistant Director","VP Research","Vp Institutional Advancement"],"Hours":[1.0,1.0,1.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0,2.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,32.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,486309,228190,169774,157943,146701,156524,129415],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,472879,215016,154788,145000,133131,153143,116987],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,13430,13174,14986,12943,13570,3381,12428]},"Basic":{"value":null,"mission":"To advance support for older adults and caregivers by providing home and community-based services, evidence- based programs, and education to improve public policy.","year":2016,"name":"Benjamin Rose Institute on Aging","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"RICHARD BROWDIE","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":37,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"11890 Fairhill Road, Cleveland, OH, 441201053, USA","city":"Cleveland","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":242,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":242,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":9493581,"Contributions":{"value":6100714,"Other contributions":5287850,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":812864,"Related organizations":0},"Program revenue":{"value":3876064,"Total revenue":{"value":3876064,"ELDERCARE SERVICES - HOME HEALTH CARE":996854,"ELDERCARE SERVICES - SOCIAL SERVICES":1833025,"ROSE CENTERS - SOCIAL SERICES":1260536,"INCOME FROM PROGRAM RELATED INVESTMENT":-214351},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":854939,"Investment income total":783257,"Net investment gain":71682,"Income from invest bond proceeds":0},"Other revenues":{"value":-1338136,"Other total":82210,"Royalties revenue":0,"Net rental income":-1420346,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":10916911,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8221803,"Current officers":1042216,"Disqualified persons":0,"Other salaries and wages":5535877,"Pension plan contributions":274154,"Other employee benefits":905172,"Payroll taxes":464384},"Other expenses":{"value":2695108,"Management services":0,"Legal":72318,"Accounting":0,"Lobbying services":0,"Investment management fees":70123,"Other services":1131941,"Advertising":151403,"Office expenses":390111,"Information technology":0,"Royalties":0,"Occupancy":45555,"Travel":181815,"Conferences and meetings":8048,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":57154,"Insurance":107975,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":475031,"MISCELLANEOUS EXPENSES":276860,"REPAIRS & MAINTENANCE":147051,"STAFF DEVELOPMENT":40668,"DUES & SUBSCRIPTIONS":10452},"All other expenses":3634},"Functional Expenses":{"value":null,"Program Service Expenses":7747627,"Management And General Expenses":2910423,"Fundraising Expenses":258861}},"Assets":{"value":139696975,"Non-interest bearing cash":5032954,"Savings and temp cash investments":131335,"Pledges and grants receivable":456871,"Accounts receivable":616492,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":4551202,"Inventories for sale or use":0,"Prepaid expenses deferred charges":74812,"Land, building, equipment":2852744,"Investments publicly traded":28615042,"Investments other":0,"Investments program related":1659094,"Intangible assets":0,"Other assets":95706429},"Liabilities":{"value":10292795,"Sum of Total Liabilities":0,"Accounts payable, accrued":2176842,"Grants payable":0,"Deferred, revenue":124332,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":7991621},"Fund balance":{"value":129404180,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":34003114,"Temporarily restricted net assets":404496,"Permanently restricted net assets":94996570},"Ratings":{"Program Expense Ratio":{"score":0.7096904060132028,"percentile":0.5430733568027841},"Fundraising Efficiency":{"score":23.567528519166657,"percentile":0.6381671606197022},"Operating Margin":{"score":-0.1499255128280888,"percentile":0.18109784642525015},"Liabilities to Assets Ratio":{"score":0.07367944080392579,"percentile":0.35443039789719666},"Operating Reserve Ratio":{"score":12.79638306110584,"percentile":0.9138573789286293},"Officer Compensation Ratio":{"score":0.13509828925050318,"percentile":0.4485039903845919},"Program Expense Growth":{"score":0.03606202759380545,"percentile":0.475137981886905},"Revenue Growth":{"score":0.04636850693725627,"percentile":0.5908589132077458},"Asset Growth":{"score":-0.01012573956176955,"percentile":0.27992330438229834},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5409017440153382,"percentile":0.43094138988953445}},"source_xml":"201712659349300601_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["NANCY A ADAMS","NANCY M BARNES JD","GINA K GUNNING","KATHRYN BRYAN PHD","BELVA DENMARK TIBBS","DR TERESA DEWS","SARAH M DIMLING","DIANE DOWNING","CYNTHIA H DUNN","PATRICIA R FRUTIG JD","CONNIE HILL-JOHNSON","KATHERINE B HOLLINGSWORTH","YVETTE M ITTU","KATHRYN KAESBERG","HERMINE KRASNY OSTRO CPA","DENISE M KRESEVIC PHD","LORI LOZIER MSSA LISW-S LNHA","MICHELLE BENTZIEN - PURRINGTON","DEBORAH ENTY","JENNIFER MARKWORTH","EILEEN MCCONVILLE","SUE OMORI","AMY SCOTT - GILCHRIST","ANNAPURNA VALLURI PHD","ELIZABETH STUEBER","TIFFINAE WARE","ORION H BELL IV","JANICE BRENNAN","MARY MARITA","DAVID BASS","MIKE BILLNITZER","AUDRA KESSLER - BENNETT","DABNEY CONWELL"],"Title":["PAST CHAIR","DIRECTOR","DIRECTOR","DIRECTOR","VICE CHAIR","DIRECTOR","CHAIR","DIRECTOR","DIRECTOR","DIRECTOR","SECRETARY","DIRECTOR","DIRECTOR (RESIGNED 12/2024)","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR (ADDED 10/2024)","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR (RESIGNED 06/2024)","DIRECTOR","TREASURER","PRESIDENT & CEO","SR. VP & CFO","SR VP & COO","SR VP RESEARCH","VP & EXECUTIVE DIR.","VP INSTITUTIONAL ADVANCEMENT","VP & EXECUTIVE DIR."],"Hours":[2.0,1.0,1.0,1.0,2.0,1.0,4.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,31.0,32.0,16.0,40.0,12.0,40.0,10.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,368346,197936,213960,209983,172962,155765,165260],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,340359,176570,182455,198519,153031,127106,145721],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,27987,21366,31505,11464,19931,28659,19539]},"Basic":{"value":null,"mission":"Benjamin rose institute on aging supports caregivers and empowers all people to age well through research, consumer-responsive services and client advocacy.","year":2024,"name":"BENJAMIN ROSE INSTITUTE","phone":2163731602,"website":"WWW.BENROSE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"ORION H BELL IV","year_formation":1908,"state_legal_domicile":"OH","total_volunteers":50,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"11890 FAIRHILL ROAD, CLEVELAND, OH, 441201053, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":441201053},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":24,"Number of independent voting members":24,"Number of employees total":136,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":136,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":9102447,"Contributions":{"value":7375519,"Other contributions":5307800,"Contributions from gifts and grants":0,"Fundraising revenue":84044,"Dues":0,"Campaigns":0,"Grant revenue":1983675,"Related organizations":0},"Program revenue":{"value":230760,"Total revenue":230760,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2038034,"Investment income total":1356347,"Net investment gain":681687,"Income from invest bond proceeds":0},"Other revenues":{"value":-541866,"Other total":223197,"Royalties revenue":0,"Net rental income":-755780,"Net income from fundraising events":-9283,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":7957276,"Grant expense":{"value":1854316,"Grants to domestic orgs":1741400,"Grants to domestic individuals":112916,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3641786,"Current officers":566282,"Disqualified persons":0,"Other salaries and wages":2321171,"Pension plan contributions":175147,"Other employee benefits":350551,"Payroll taxes":228635},"Other expenses":{"value":2461174,"Management services":0,"Legal":42106,"Accounting":112070,"Lobbying services":0,"Investment management fees":100377,"Other services":916892,"Advertising":393654,"Office expenses":169282,"Information technology":0,"Royalties":0,"Occupancy":36098,"Travel":61497,"Conferences and meetings":21652,"Interest":94627,"Payments to affiliates":0,"Depreciation and depletion":175898,"Insurance":90598,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":206639,"LICENSES & FEES":64946,"REPAIRS & MAINTENANCE":64647,"VOLUNTEER EXPENSES":40101,"DUES & SUBSCRIPTIONS":36945},"All other expenses":39784},"Functional Expenses":{"value":null,"Program Service Expenses":5159194,"Management And General Expenses":2524607,"Fundraising Expenses":273475}},"Assets":{"value":182703957,"Non-interest bearing cash":882793,"Savings and temp cash investments":721,"Pledges and grants receivable":552351,"Accounts receivable":239531,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":2600000,"Inventories for sale or use":0,"Prepaid expenses deferred charges":253399,"Land, building, equipment":10087591,"Investments publicly traded":43457835,"Investments other":2332963,"Investments program related":3632224,"Intangible assets":0,"Other assets":118664549},"Liabilities":{"value":10929832,"Sum of Total Liabilities":0,"Accounts payable, accrued":1166382,"Grants payable":0,"Deferred, revenue":291062,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":6770800,"Unsecured notes loans payable":0,"Other liabilities":2701588},"Fund balance":{"value":171774125,"Net assets without donor restriction":59703668,"Net assets with donor restriction":112070457,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6483618263335342,"percentile":0.5118171638484529},"Fundraising Efficiency":{"score":26.969627936740103,"percentile":0.668461026673464},"Operating Margin":{"score":0.12580913681782493,"percentile":0.664688274900396},"Liabilities to Assets Ratio":{"score":0.05982263427387071,"percentile":0.3730890495925327},"Operating Reserve Ratio":{"score":22.960615793645967,"percentile":0.9542412796096567},"Officer Compensation Ratio":{"score":0.1865226240738665,"percentile":0.3374491525713451},"Program Expense Growth":{"score":-0.03611827520013579,"percentile":0.22305465033877434},"Revenue Growth":{"score":0.003708495903575104,"percentile":0.3862462347953484},"Asset Growth":{"score":0.023606611102651377,"percentile":0.4191044309129655},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5714367412802879,"percentile":0.5211766778664755}},"source_xml":"202523169349300827_public.xml"},"sector":"Human Services","donation_categories":[],"zakat_policy":null},"error":null}