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Human Services : Social Services

Benjamin Rose Institute on Aging

Advancing support for older adults and caregivers

two stars

78.66

11890 Fairhill Road Cleveland, OH 44120
tel: (216) 791-8000   Web Site
EIN: 34-0714482

Board Leadership
Nancy A. Adams
Chair

CEO
Orion H. Bell IV
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 78.66 two stars
  Financial 71.90 two stars
  Accountability & Transparency 89.00 three stars
This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.

Founded in 1908, Benjamin Rose Institute on Aging is a Cleveland-based nonprofit whose mission is to advance support for older adults and caregivers. Our work is accomplished by deepening the understanding of their evolving needs in a changing society; developing and delivering innovative, high-quality solutions; and promoting effective public policies.

The following programs and subsidiaries operate together to fulfill our mission: Eldercare Services Institute, LLC; Rose Centers for Aging Well, LLC; Empowering and Strengthening Ohio's People (ESOP); Margaret Wagner Apartments; Center for Research and Education; and Community Advocacy.

Founded in 1908, Benjamin Rose Institute on Aging is a Cleveland-based nonprofit whose mission is to advance support for older adults and caregivers. Our work is accomplished by deepening the understanding of their evolving needs in a changing society; developing and delivering innovative, high-quality solutions; and promoting effective public policies.

The following programs and subsidiaries operate together to fulfill our mission: Eldercare Services Institute, LLC; Rose Centers for Aging Well, LLC; Empowering and Strengthening Ohio's People (ESOP); Margaret Wagner Apartments; Center for Research and Education; and Community Advocacy.

Financial

two stars

71.90

Accountability & Transparency

three stars

89.00

This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
65.4%
  Administrative Expenses 32.4%
  Fundraising Expenses 2.1%
  Fundraising Efficiency $0.03
  Working Capital Ratio (years) 12.45
  Program Expenses Growth -2.9%
  Liabilities to Assets 6.0%
All data for Financial Performance Metrics calculations was provided by Benjamin Rose Institute on Aging on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Benjamin Rose Institute on Aging on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Benjamin Rose Institute on Aging (OH) 78.66 two stars
Senior Life Midland (TX) 88.07 three stars
The Blue Card (NY) 90.47 four stars
Air Force Enlisted Village (FL) 87.20 three stars
AARP Foundation (DC) 89.07 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $5,301,961
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $53,356
   Related Organizations $0
   Government Grants $1,624,933
Total Contributions $6,980,250
   Program Service Revenue $3,054,752
Total Primary Revenue $10,035,002
   Other Revenue $-350,525
TOTAL REVENUE $9,684,477
   
EXPENSES  
   Program Expenses $7,091,118
   Administrative Expenses $3,414,557
   Fundraising Expenses $243,094
TOTAL FUNCTIONAL EXPENSES $10,748,769
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,064,292
   
Net Assets $143,345,407

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Center for Research and Education $2,494,341 35.2%
Rose Centers for Aging $1,925,905 27.2%
Eldercare Services Institute $1,008,300 14.2%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 06/01/2021 78.66 two stars
2018-12 05/01/2020 79.94 two stars
2017-12 05/01/2019 80.90 three stars
2016-12 04/01/2018 86.18 three stars
2015-12 02/01/2017 86.29 three stars
2014-12 06/01/2016 85.25 three stars
 
CN 2.0
2013-12 06/01/2015 81.20 three stars
2012-12 04/01/2014 83.77 three stars
2011-12 06/01/2013 79.87 two stars
2010-12 02/01/2012 81.38 three stars
2009-12 09/20/2011 83.77 three stars
 
CN 1.0
2009-12 04/01/2011 76.87 two stars
2008-12 05/01/2010 71.82 two stars
2007-12 06/01/2009 71.01 two stars
2006-12 07/01/2008 62.23 one star
2005-12 03/01/2008 79.03 two stars
2004-12 04/01/2006 80.80 three stars
2003-12 05/01/2005 80.12 three stars
2002-12 04/01/2004 84.64 three stars
2001-12 02/05/2003 93.80 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 34-0714482
Name in IRS Master File BENJAMIN ROSE INSTITUTE
NTEE Code P75
NTEE Classification Senior Continuing Care Communities
NTEE Type Human Services - Multipurpose and Other
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (152) Nursing or convalescent home
(153) Care and housing for the aged (see also 382)
(575) Services for the aged (see also 153 ad 382)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1937
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$195,861 1.82% Orion H. Bell Iv President & CEO
Other Salaries of Note
$422,636 3.93% Richard Browdie Former President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Benjamin Rose Institute on Aging (OH) 78.66 two stars
Search and Care (NY) 87.47 three stars
Alzheimer's Family Center (CA) 92.74 four stars
Senior Services (NC) 91.40 four stars
Openhouse (CA) 90.18 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Benjamin Rose Institute on Aging
11890 Fairhill Road
Cleveland, OH 44120
tel: (216) 791-8000
fax: (216) 373-1816
EIN: 34-0714482

Visit Web Site

Board Leadership

Nancy A. Adams
Chair

CEO

Orion H. Bell IV
President, CEO

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