Benjamin Rose Institute

Nonprofit profile at a glance

EIN
340714482
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Cleveland, OH, USA
Phone
2163731602
Rating
76
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Supportive Housing for Older Adults

Official website

Reported finances

Revenue
$9,102,447
Expenses
$7,957,276
Assets
$182,703,957
Liabilities
$10,929,832

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

33 people listed

Executive titles in this filing

  • ORION H BELL IV (PRESIDENT & CEO)

Highest reported compensation

  • ORION H BELL IV (PRESIDENT & CEO): $368,346 total reported compensation
  • MARY MARITA (SR VP & COO): $213,960 total reported compensation
  • DAVID BASS (SR VP RESEARCH): $209,983 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Benjamin rose institute on aging supports caregivers and empowers all people to age well through research, consumer-responsive services and client advocacy.

What it reported doing in 2024

The center for research and education (cre), conducts applied aging studies that enhance the lives of older adults and the family members, friends and professionals who care for them. Cre conducts education and training programs to disseminate the latest information about aging issues and best practices in the field of aging services and raise public awareness on issues related to aging and caregiving. In 2024, the benjamin rose institute served 15,346 clients.

Operating model

Revenue model
Donor-supported. 60% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 64% for direct work, and 36% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 84
  • Accountability: 100
  • Sustainability: 70
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 67.1%; rating input score 67
  • Program expense ratio: 64.8%; rating input score 65
  • Fundraising efficiency: $26.97 raised per $1 spent on fundraising; rating input score 67; 67th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 12.6%; rating input score 67; 67th percentile among comparable filings
  • Total-asset coverage ratio: 22.96; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 67; 67th percentile among comparable filings
  • Officer compensation ratio: 18.7%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: -3.6% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -0.6% per year; rating input score 0; 10th percentile among comparable filings
  • Asset growth: 2.5% per year; rating input score 100; 22nd percentile among comparable filings

Details

  • Where the money goes: 67.1% of revenue deployed · 64.8% of spending went to programs
  • Governance: 24 of 24 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $5.2M in reported program spending
  • Leadership: top reported pay $368K · 33 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $946K reported
  • Consistency: 38 of 38 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • Related organizations: 10 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 14/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.