2025-11-11T16:36:49-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 262155447 ELDERCARE SERVICES INSTITUTE LLC ELDE 2163731602 11890 FAIRHILL ROAD CLEVELAND OH 44120 JANICE BRENNAN CPA SR. VP & CFO 2163731602 2025-11-07 1 1 DAVID REAPE P00068117 2168311200 2025-11-07 2024 2025-03-06 01:10:19Z ORION BELL 11890 FAIRHILL ROAD CLEVELAND OH 44120 1592330 0 X BENROSE.ORG X 2021 OH ELDERCARE SERVICES INSTITUTE, LLC PROVIDES A FULL-RANGE OF HOME AND COMMUNITY BASED SERVICES FOR OLDER ADULTS AND THEIR CAREGIVERS. 6 6 0 8 0 0 736457 807669 654262 784550 0 0 17542 111 1408261 1592330 0 0 0 0 1373589 1451304 0 0 13290 391728 465666 1765317 1916970 -357056 -324640 294313 213110 5463723 5707160 -5169410 -5494050 ELDERCARE SERVICES INSTITUTE, LLC PROVIDES A FULL-RANGE OF HOME AND COMMUNITY BASED SERVICES FOR OLDER ADULTS AND THEIR CAREGIVERS. 0 0 1538194 784550 ELDERCARE SERVICES INSTITUTE, LLC (ESI) PROVIDES A FULL-RANGE OF HOME AND COMMUNITY-BASED SERVICES FOR OLDER ADULTS AND THEIR CAREGIVERS. ESI PROVIDES BEHAVIORAL HEALTH SERVICES (MENTAL HEALTH DAY TREATMENT, MENTAL HEALTH CASE MANAGEMENT AND PSYCHOTHERAPY), WECARE... BECAUSE YOU DO (AN EVIDENCE-BASED PROGRAM), SOCIAL WORK, SERVICE COORDINATION, AND SENIOR COMPANION SERVICES. 1538194 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X JANICE BRENNAN CPA 2163731602 11890 FAIRHILL ROAD CLEVELAND OH 44120 BELVA DENMARK TIBBS BOARD MEMBER 1.00 1.00 X 0 0 0 CYNTHIA H DUNN BOARD MEMBER 1.00 2.00 X 0 0 0 DENISE M KRESEVIC PHD BOARD MEMBER 1.00 1.00 X 0 0 0 AMY SCOTT GILCHRIST JD CHAIR 1.00 1.00 X X 0 0 0 SIYUE XU BOARD MEMBER 1.00 0.00 X 0 0 0 MICHELLE BENTZIEN-PURRINGTON BOARD MEMBER 1.00 1.00 X 0 0 0 ORION H BELL IV PRESIDENT & CEO 2.00 38.00 X 0 340359 27987 JANICE BRENNAN SR. VP & CFO 2.00 38.00 X 0 176570 21366 MARY MARITA SR VP & COO 10.00 30.00 X 0 182455 31505 0 699384 80858 0 0 1 0 0 754300 51353 2016 807669 PROGRAM REVENUE 624100 784550 784550 784550 MISCELLANEOUS REVENUE 999999 111 111 111 1592330 784550 0 111 1126252 892735 223231 10286 43081 37119 5962 213961 166966 43991 3004 68010 54660 13350 16158 16158 2250 2250 157912 150989 6923 31260 31260 6019 5098 921 64992 64992 6724 5653 1071 5977 5977 32131 32131 60364 60315 49 9026 8713 313 BAD DEBT 53661 53661 0 REPAIRS & MAINTENANCE 9202 8821 381 MISCELLANEOUS EXPENSES 4354 4028 326 DUES, SUBS, & LICENSES 4110 3040 1070 1526 870 656 1916970 1538194 365486 13290 118484 -5833 44230 37171 99192 179110 31322 2662 263228 263228 1085 0 294313 213110 263939 268239 5199784 5438921 5463723 5707160 X -5169410 -5494050 -5169410 -5494050 294313 213110 -324640 0 X 0 1 X 1 1 1 X 1038839 736457 807669 2582965 1038839 736457 807669 2582965 10960 2572005 1400 17542 111 19053 2602018 2140328 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 1,400. 2023 AMOUNT: $ 17,542. 2024 AMOUNT: $ 111. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 263228 263228 0 0 DUE TO RELATED PARTIES 5438921 5438921 X PART X, LINE 2: THE INSTITUTE, SPRY, ESOP, 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. ELDERCARE SERVICES INSTITUTE, LLC AND ROSE CENTERS FOR AGING WELL, LLC, ARE BOTH SINGLE MEMBER LLCS ELECTED TO BE TREATED AS A CORPORATION 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, 2024 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 0 0 X X 0 0 0 0 0 0 0 0 0 ORION H BELL IV PRESIDENT & CEO 0 340359 0 0 0 0 0 15231 0 12756 0 368346 0 0 MARY MARITA SR VP & COO 0 182455 0 0 0 0 0 9650 0 21855 0 213960 0 0 JANICE BRENNAN SR. VP & CFO 0 176570 0 0 0 0 0 8971 0 12395 0 197936 0 0 FORM 990, PART VI, SECTION B, LINE 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. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES CONFLICT OF INTEREST STATEMENTS THAT THE BOARD MEMBERS AND OFFICERS SIGN AND RETURN ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. BENJAMIN ROSE INSTITUTE ON AGING 11890 FAIRHILL ROAD CLEVELAND OH 44120 340714482 ELDERLY CARE OH 501(C)(3) LINE 7 0 MARGARET WAGNER APARTMENTS INC 2375 EUCLID HTS BLVD CLEVELAND HEIGHTS OH 44106 341951915 LOW INCOME HOUSING OH 501(C)(3) LINE 10 BENJAMIN ROSE INSTITUTE 0 MARGARET WAGNER APARTMENTS II INC 2375 EUCLID HTS BLVD CLEVELAND HEIGHTS OH 44106 264430804 LOW INCOME HOUSING OH 501(C)(3) LINE 10 BENJAMIN ROSE INSTITUTE 0 SETTING PRIORITIES FOR RETIREMENT YEARS 1612 K STREET NW SUITE 400 WASHINGTON DC 20006 521723616 SUPPORT & EDUCATION DC 501(C)(3) LINE 10 BENJAMIN ROSE INSTITUTE 0 ROSE CENTERS FOR AGING WELL LLC 11890 FAIRHILL ROAD CLEVELAND OH 44120 471749435 SOCIAL SERVICES OH 501(C)(3) LINE 7 BENJAMIN ROSE INSTITUTE 0 EMPOWERING AND STRENGTHENING OHIO'S PEOPLE 7000 EUCLID AVENUE CLEVELAND OH 44103 341752943 FINANCIAL ASSISTANCE OH 501(C)(3) LINE 7 BENJAMIN ROSE INSTITUTE 0 MARGARET WAGNER SENIOR APARTMENTS LP 11890 FAIRHILL ROAD CLEVELAND OH 44120 882501756 LOW INCOME HOUSING OH N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0