2023-11-10T11:04:17-06:00 2022-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2022-01-01 264430804 MARGARET WAGNER APARTMENTS II INC % JANICE BRENNAN CPA MARG 2163731602 2375 EUCLID HEIGHTS BLVD CLEVELAND HEIGHTS OH 44106 JANICE BRENNAN CPA SR. VP & CFO 2163731602 2023-11-08 true JANICE BRENNAN CPA 999009999 David M Reape CPA P00068117 2168311200 2023-11-08 2 2022 2023-04-26 12:10:37Z ORION H BELL 11890 FAIRHILL ROAD CLEVELAND OH 44120 366323 false X WWW.BENROSE.ORG/WEB/GUEST/HOUSING X 2009 OH TO PROVIDE LOW-INCOME HOUSING, UNDER HUD SECTION 202 PROVISIONS, TO ELDERLY PEOPLE. THERE ARE 36 RENTAL UNITS AVAILABLE FOR THIS PURPOSE. 7 3 0 3 0 0 0 370705 363941 64 160 866 2222 371635 366323 0 0 0 0 122543 122380 0 0 0 327850 335061 450393 457441 -78758 -91118 4209000 4125217 4920245 4927580 -711245 -802363 TO PROVIDE LOW-INCOME HOUSING, UNDER HUD SECTION 202 PROVISIONS, TO ELDERLY PEOPLE. THERE ARE 36 RENTAL UNITS AVAILABLE FOR THIS PURPOSE. false false 433968 366163 MW APARTMENTS OFFER INDEPENDENT, SUPPORTIVE HOUSING FOR LOW-INCOME OLDER ADULTS AGES 62 AND OLDER (ALL RESIDENTS QUALIFY AS LOW-INCOME PER HUD GUIDELINES). THE APARTMENTS ARE SUBSIDIZED UNDER THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) SECTION 202 SUPPORTIVE HOUSING FOR THE ELDERLY PROGRAM. THERE ARE 36 RENTAL UNITS AVAILABLE FOR THIS PURPOSE. 433968 true false false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 false 0 false false false false false false false false false false false false X 7 3 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 President & CEO 1.0 39.0 X X 0 286707 38749 MARY MARITA SR. VP & COO 2.0 38.0 X X 0 167002 27909 JANICE BRENNAN SR. VP & CFO 1.0 39.0 X X 0 161980 25198 BETH SIPPLE DIRECTOR 1.0 39.0 X 0 90265 17385 CONNIE HILL-JOHNSON SECRETARY/TREASURER 1.0 3.0 X X 0 0 0 PATRICIA FRUTIG PRESIDENT 1.0 2.0 X X 0 0 0 LORI LOZIER VICE PRESIDENT 1.0 2.0 X X 0 0 0 0 705954 109241 0 false true false 0 0 LOW INCOME HOUSING RENTAL 531110 363941 363941 363941 160 160 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 2222 2222 2222 366323 366163 160 0 0 0 0 0 0 98763 98763 3950 3950 12319 12319 7348 7348 18000 18000 273 273 0 0 0 0 34732 29532 5200 0 6469 6469 0 0 81381 81381 0 0 0 0 0 166172 166172 5971 5971 REPAIRS & MAINENANCE 21678 21678 LICENSES & FEES 200 200 STAFF DEVELOPMENT 185 185 457441 433968 23473 0 347215 395609 0 0 0 0 802 284 0 0 0 0 0 0 0 0 1370 5805 5057694 1334175 3859613 3723519 0 0 0 0 0 0 0 0 0 0 4209000 4125217 262872 260242 0 0 798 278 0 0 0 0 0 0 4323500 4323500 0 0 333075 343560 4920245 4927580 X -951408 -1042526 240163 240163 -711245 -802363 4209000 4125217 -91118 X false true X true true true X 0 0 0 0 0 0 357951 357135 367448 370705 363941 1817180 0 0 0 357951 357135 367448 370705 363941 1817180 0 0 0 1817180 146 122 109 64 160 601 0 146 122 109 64 160 601 0 204 3 139 866 2222 3434 358301 357260 367696 371635 366323 1821215 0.99778 0.99881 0.00033 0.00034 X 4943067 1291478 3651588 79753 35847 43906 34875 6850 28025 3723519 0 DEPOSITS 10130 DUE TO RELATED PARTY 333430 343560 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. X X false false false false false false false false false MARY MARITA SR. VP & COO 0 167002 0 0 0 0 0 17771 0 10138 0 194911 0 0 ORION H BELL 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 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 reviews 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) 10 NA false MARGARET WAGNER APARTMENTS INC 2375 Euclid Heights Blvd Cleveland HTS OH 44106 341951915 LOW INC HOUSE OH 501(c)(3) 10 na false SETTING PRIORITIES FOR RETIREMENT YEARS 1612 K STREET NW SUITE 400 WASHINGTON DC 20006 521723616 SUPPORT & EDU DC 501(C)(3) 10 NA false ESOP REALTY INC 7000 EUCLID AVENUE CLEVELAND OH 44103 472051024 HOUSING ASSIS OH 501(C)(3) 10 NA false EMPOWERING AND STRENGTHENING OHIO'S PEOP 7000 EUCLID AVENUE CLEVELAND OH 44103 341752943 FIN. ASSIST. OH 501(C)(3) 7 NA false Eldercare Services Institute LLC 11890 Fairhill Road Cleveland OH 44120 262155447 elderly care OH 501(C)(3) 7 benj rose false Rose Centers for Aging Well LLC 11890 Fairhill Road Cleveland OH 44120 471749435 social svcs 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