2023-11-10T11:05:07-06:00 2022-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2022-01-01 341752943 EMPOWERING AND STRENGTHENING OHIO'S PEOPLE INC % JANICE BRENNAN CPA EMPO 2163610718 11890 FAIRHILL ROAD CLEVELAND OH 44120 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 IV 11890 FAIRHILL ROAD CLEVELAND OH 44120 1094993 false X WWW.ESOP-CLEVELAND.ORG/ X 1993 OH EMPOWERING AND STRENGTHENING OHIO'S PEOPLE (ESOP) HELPS ADULTS IN ALL STAGES OF LIFE ACHIEVE AND MAINTAIN FINANCIAL WELLNESS AND HOUSING STABILITY. 11 11 0 11 0 1146310 1078669 22240 8531 11 3 0 -5315 1168561 1081888 29471 63631 0 0 1093870 950454 0 0 40799 255790 267206 1379131 1281291 -210570 -199403 165432 447573 465755 947299 -300323 -499726 EMPOWERING AND STRENGTHENING OHIOS PEOPLE (ESOP) HELPS ADULTS IN ALL STAGES OF LIFE ACHIEVE AND MAINTAIN FINANCIAL WELLNESS AND HOUSING STABILITY false false 981283 8531 ESOP HELPS ADULTS IN ALL STAGES OF LIFE ACHIEVE AND MAINTAIN FINANCIAL WELLNESS AND HOUSING STABILITY THROUGH HUD-APPROVED HOUSING AND FINANCIAL COUNSELING AND EDUCATION, AS WELL AS BENEFITS ENROLLMENT ASSISTANCE. 981283 true true false false false false false false false false true false false false true true false true false false false false false false true false false false true 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 11 11 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 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 MICHAEL BILLNITZER EXECUTIVE DIRECTOR 20.0 20.0 X 0 140249 22870 CARLOS CHAVEZ BOARD MEMBER 1.0 0.0 X 0 0 0 NANCY BARNES ESQ BOARD MEMBER 1.0 2.0 X 0 0 0 JACQUES MCKEE BOARD MEMBER 1.0 0.0 X 0 0 0 EILEEN MCCONVILLE CHAIR 1.0 2.0 X X 0 0 0 JOHN FARMER BOARD MEMBER 1.0 0.0 X 0 0 0 JENNIFER RODGERS BOARD MEMBER 1.0 0.0 X 0 0 0 AMY SCOTT-GILCHRIST BOARD MEMBER (Thru 11/2022) 1.0 2.0 X 0 0 0 ERIC JENSEN TREASURER 1.0 0.0 X X 0 0 0 KARI BALOG CONIGLIO BOARD MEMBER 1.0 0.0 X 0 0 0 Katherine Hollingsworth BOARD MEMBER 1.0 1.0 X 0 0 0 Tiffinae Ware Vice Chair 1.0 1.0 X X 0 0 0 0 755938 114726 0 false true false 0 27400 327700 176118 547451 1078669 FEE INCOME 900099 8531 8531 8531 3 3 0 0 0 0 0 0 7790 27400 13105 -5315 -5315 0 0 0 0 0 0 0 1081888 8531 -5312 0 63631 63631 0 0 0 0 743005 551097 161300 30608 22180 16081 5056 1043 139063 101031 31040 6992 46206 33595 10455 2156 0 0 0 0 0 0 133755 114508 19247 13646 13646 5843 1856 3987 0 0 22978 13791 9187 6055 4903 1152 0 0 8324 8324 0 49686 49686 7281 6246 1035 BAD DEBT 11128 11128 EQUIPMENT RENTAL AND MAINTENAN 5240 3016 2224 STAFF DEVELOPMENT AND EDUCATIO 2320 1825 495 SUPPLY - FOOD 950 565 385 1281291 981283 259209 40799 35832 122153 0 0 0 0 100695 313315 0 0 0 0 0 0 0 0 713 936 58250 47081 28192 11169 0 0 0 0 0 0 0 0 0 0 165432 447573 209114 193979 0 0 0 0 0 0 0 0 0 0 0 0 0 0 256641 753320 465755 947299 X -338003 -553106 37680 53380 -300323 -499726 165432 447573 -199403 X false true X true true true X 1172917 858491 671328 1146310 1078669 4927715 0 0 1172917 858491 671328 1146310 1078669 4927715 793320 4134395 958 38 1310 11 3 2320 0 336 336 4930371 112119 0.83856 0.79783 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58250 47081 11169 11169 0 DUE TO RELATED PARTIES 753320 753320 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. triumph 35190 27400 7790 243 425 7587 4850 0 35190 27400 7790 243 425 7587 4850 13105 -5315 true SAVINGS MATCH 14 6700 BOOK MAP (MORTGAGE ASSISTANCE) 10 38821 BOOK COST (HIGH-SPEED INTERNET DEVICES) 33 950 15510 BOOK LAPTOP Faith CLient 33 1650 book PART I, LINE 2 A CLIENTS ELIGIBILITY TO RECEIVE A GRANT IS DEPENDENT ON INDIVIDUAL PROGRAM QUALIFICATIONS DOCUMENTED IN WRITTEN GRANT AGREEMENTS OR PROGRAM PROCEDURES. ELIGIBLITY IS TRACKED AND MONTIORED BY STAFF IN ACCORDANCE WITH THE SPECIFIC PROGRAM ELIGIBILITY REQUIREMENTS. X X false false false false false false false false false MICHAEL BILLNITZER EXECUTIVE DIRECTOR 0 140249 0 0 0 0 0 14075 0 8795 0 163119 0 0 ORION 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 FORM 990, PART VI, SECTION A, LINE 8B COMMITTEE MEETING DOCUMENTATION THE BOARD OF DIRECTORS RECORDS MINUTES FOR ALL BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO PUBLIC PERTINENT INFORMATION IS MADE AVAILABLE TO THE PUBLIC EITHER VIA OUR WEBSITE OR UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15A & 15B PROCESS FOR DETERMINING COMPENSATION 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. FORM 990 PART IX LINE 11G DESCRIPTION:CLIENT EXPERIENCE SURVEYS TOTAL FEES:1960 FORM 990 PART IX LINE 11G DESCRIPTION:COMPUTER SERVICES TOTAL FEES:92656 FORM 990 PART IX LINE 11G DESCRIPTION:AUDIT FEES TOTAL FEES:1950 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL SERVICES TOTAL FEES:37189 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 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 STREET NW SUITE 400 WASHINGTON DC 20006 521723616 SUPPORT & EDU DC 501(c)(3) 10 BENJ ROSE 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 Rd Cleveland OH 44120 262155447 elderly care OH 501(C)(3) 7 Benj Rose false Rose Centers for Aging Well LLC 11890 Fairhill Rd 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