2023-11-10T11:04:30-06:00 2022-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2022-01-01 471749435 Rose Centers for Aging Well LLC % JANICE BRENNAN CPA ROSE 2163731602 11890 Fairhill Road Cleveland OH 44120 Janice Brennan CPA, SR. VP, & CFO 2163731602 2023-11-08 true Janice Brennan 999009999 David M Reape CPA P00068117 2168311200 2023-11-08 2022 2023-04-26 12:10:37Z X Orion Bell 11890 Fairhill Road Cleveland OH 44120 2476089 false X benrose.org X 2021 OH Rose Centers for Aging Well LLC, exists to promote successful aging for Northeast Ohio's adults by offering opportunities, programs, & services that foster choice & independence. 12 12 0 12 0 0 1078200 0 1342955 0 47092 0 5034 0 2473281 0 0 0 0 0 1771859 0 0 63051 0 935098 0 2706957 0 -233676 0 1850108 0 1243417 0 606691 Rose Centers for Aging Well, LLC exists to promote successful aging for Northeast Ohio's adults by offering opportunities, programs, and services that foster choice and independence. false false 2204798 1349172 Rose Centers for Aging Well, LLC exists to promote successful aging for Northeast Ohio's adults by offering opportunities, programs, and services that foster choice and independence. The goal is to provide support that will improve the quality of life for Cleveland's older adults by decreasing social isolation. Services provided include home-delivered meals and transportation, as well as hot lunches and social and recreational programs at six Rose Center locations throughout the Greater Cleveland area. 2204798 true true false false false false false false false true true true false false true true false true false false false false false false true false false false false true false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false OH X JANICE BRENNAN CPA 2163731602 11890 FAIRHILL ROAD Cleveland OH 44120 Orion H Bell IV President & CEO 2.0 38.0 X 0 286707 38749 Mary Marita Sr. VP & COO 5.0 35.0 X 0 167002 27909 Janice Brennan Sr. VP & CFO 2.0 38.0 X 0 161980 25198 Dabney Conwell Executive Director 35.0 5.0 X 0 130580 23595 Cynthia H Dunn Co-Chair 1.0 1.0 X X 0 0 0 Barbara Bellin-Janovitz Board member 1.0 1.0 X 0 0 0 Diane Downing Board member 1.0 1.0 X 0 0 0 Connie Hill-Johnson Board member 1.0 0.0 X 0 0 0 Kathryn Kaesberg Board member 1.0 1.0 X 0 0 0 Jennifer I Markworth Co-Chair 1.0 1.0 X X 0 0 0 Sue Omori Board member 1.0 1.0 X 0 0 0 Carol Dayton Board member 1.0 0.0 X 0 0 0 Frank Novak Board member 1.0 0.0 X 0 0 0 Dr Teresa Dews Board member 1.0 1.0 X 0 0 0 Chantel Wilcox Board member 1.0 0.0 X 0 0 0 Councilman Mike Polensek Ex-Officio 1.0 0.0 X 0 0 0 0 746269 115451 0 false true false 0 23250 557100 497850 1078200 PROGRAM REVENUE 624100 1342955 1342955 1342955 28446 28446 0 0 0 0 0 18646 18646 1625 23250 2808 -1183 -1183 0 0 0 0 0 0 MISCELLANEOUS REVENUE 999999 6217 6217 6217 2473281 1349172 45909 0 0 0 0 0 0 1389365 1069319 270670 49376 37004 27140 8375 1489 260203 190752 57265 12186 85287 66206 19081 0 0 0 0 0 4412 4412 266815 250159 16656 23044 9909 13135 5652 3635 2017 0 0 53497 36060 17437 48293 46138 2155 0 905 905 2568 2568 0 185834 166020 19814 50658 49544 1114 OPERATING SUPPLIES 241154 239655 1499 MAINTENANCE & REPAIRS 26546 24819 1727 BAD DEBT EXPENSE 16671 16671 DUES, SUBSCRIPTIONS, & LICENSE 3551 1673 1878 5498 4530 968 2706957 2204798 439108 63051 0 174994 0 0 0 0 0 399684 0 0 0 0 0 0 0 0 0 1156 1061984 706850 0 355134 0 0 0 919140 0 0 0 0 0 0 0 1850108 0 194037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1049380 0 1243417 X 0 589910 0 16781 0 606691 0 1850108 -233676 -199796 X false true X true true true X 0 0 0 0 1078200 1078200 0 0 0 0 0 0 1078200 1078200 168842 909358 28446 28446 0 6217 6217 1112863 1342955 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1122256 -157116 46000 919140 1.00000 true false 1061983 706850 355134 355134 BOARD DESIGNATED INVESTMENTS 919140 F 919140 0 DUE TO RELATED PARTIES 1049380 1049380 X Part X, Line 2 The Institute, SPRY, ESOP, ESOP Realty, Inc., and MW Apartments are nonprofit corporations as described in Section 501(C)(3) of the Internal Revenue Code and are exempt from income taxes on related income pursuant to Section 501(a) of the Code. Effective January 1, 2022, Eldercare Services Institute, LLC and Rose Centers for Aging Well, LLC, both single member LLCs, elected to be treated as Corporations. In addition, the entities elected and received exemptions from income taxes on related income pursuant to Section 501(a) of the Code. Benjamin Rose Property, LLC is a single member LLC and is considered a disregarded entity and is consolidated with the Institute for tax purposes. Accounting principles generally accepted in the United States of America (U.S. GAAP) require management to evaluate tax positions taken by the Organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. The Organization's evaluation at December 31, 2022 revealed no tax positions that would have a material impact on the consolidated financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part V, Line 4 Use of Board Directed Investments is governed by the organization's annual spending policy with available funds used for operations or board approved projects. Amounts may also be released in excess of the spending policy for board approved projects that are considered strategic and rare and in support of the organization's long-term mission and strategic plan. Winterlicious 24875 23250 1625 2808 0 24875 23250 1625 2808 2808 -1183 X false X X false false false false false false false false false Orion H Bell IV President & CEO 0 286707 0 0 0 0 0 27734 0 11015 0 325456 0 0 Janice Brennan Sr. VP & CFO 0 161980 0 0 0 0 0 16291 0 8907 0 187178 0 0 Mary Marita Sr. VP & COO 0 167002 0 0 0 0 0 17771 0 10138 0 194911 0 0 Dabney Conwell Executive Director 0 130580 0 0 0 0 0 13113 0 10482 0 154175 0 0 Documents Available to Public PAGE 6, PART VI, SECTION C, #19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990 Review Process PAGE 6, PART VI, SECTION B, #11B THE FORM 990 WILL BE FORWARDED TO ALL BOARD MEMBERS AT THE BOARD MEETING PRECEEDING THE FILING DATE. AT THAT TIME, A REVIEW OF THE FORM 990 WILL COMMENCE AND ANY RECOMMENDED CHANGES WILL BE MADE PRIOR TO FILING WITH THE IRS. Monitor and Enforce Conflict of Interest Policy PAGE 6, PART VI, SECTION B, #12C THE ORGANIZATION DISTRIBUTES CONFLICT OF INTEREST STATEMENTS THAT THE BOARD MEMBERS AND OFFICERS SIGN AND RETURN ON AN ANNUAL BASIS. Process for Determining Compensation PAGE 6, PART VI, SECTION B, #15A & 15B THE HUMAN RESOURCES DEPARTMENT PROVIDES THE BOARD CHAIR WITH SALARY INFORMATION FROM SIMILAR ORGANIZATIONS. THE CHAIR THEN REVIEWS THIS INFORMATION WITH THE BOARD'S EXECUTIVE COMMITTEE WHEN IMPLEMENTING ANNUAL SALARY AND BENEFIT INCREASES FOR THE PRESIDENT AND CEO. THE PRESIDENT AND CEO REVIEW THE ORGANIZATION WIDE DATA, WHICH INCLUDES OFFICERS AND KEY EMPLOYEES. ALL PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE. Benjamin Rose Institute on Aging 11890 Fairhill Road Cleveland OH 44120 340714482 elderly care OH 501(C)(3) 7 Na false Margaret Wagner Apartments Inc 2375 Euclid Hts Blvd cleveland heights OH 44106 341951915 low inc house OH 501(C)(3) 10 benj rose false Margaret Wagner Apartments II Inc 2375 Euclid Hts Blvd cleveland heights OH 44106 264430804 low inc house OH 501(C)(3) 10 benj rose false Setting Priorities for Retirement Years 1612 K St NW Suite 400 washington DC 20006 521723616 support & edu DC 501(C)(3) 10 benj rose false Empowering and Strengthening Ohio's Peop 7000 Euclid Avenue cleveland OH 44103 341752943 fin. assist OH 501(C)(3) 7 NA false ESOP Realty Inc 11890 Fairhill Road cleveland OH 44120 472051024 housing assis OH 501(C)(3) 10 benj rose false Eldercare Services Institute LLC 11890 Fairhill Road cleveland OH 44120 262155447 elderly care OH 501(C)(3) 7 benj rose false false false false false false false false false false false false false true true true true false false false