Benjamin Rose Institute on Aging

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1908

Legal Domicile

Principal Officer

Orion H Bell IV

Phone

2163731602

Tax Period

2023-01-01 to 2023-12-31

Benjamin Rose Institute on Aging, founded in 1908, is a community nonprofit in the Human Services sector that reported $8.5M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $7.6M left a modest 10% surplus.

Mission

BENJAMIN ROSE INSTITUTE ON AGING SUPPORTS CAREGIVERS AND EMPOWERS ALL PEOPLE TO AGE WELL THROUGH RESEARCH, CONSUMER-RESPONSIVE SERVICES AND CLIENT ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $4,923,183 Revenue: $577,268

The Center for Research and Education (CRE), conducts applied aging studies that enhance the lives of older adults and the family members, friends and professionals who care for them. CRE conducts...

The Center for Research and Education (CRE), conducts applied aging studies that enhance the lives of older adults and the family members, friends and professionals who care for them. CRE conducts education and training programs to disseminate the latest information about aging issues and best practices in the field of aging services and raise public awareness on issues related to aging and caregiving.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,440,332

Program Service Revenue $182,831

Investment Income $1,290,089

Other Revenue $-448,133

TOTAL REVENUE $8,465,119

Expense Breakdown

Grants Paid $1,483,269

Salaries & Benefits $3,632,564

Fundraising Expenses $425,363

Program Expenses $4,923,183

Other Expenses $2,464,439

TOTAL EXPENSES $7,580,272

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,465,119	$7,517,793	+0.1%
Expenses	$7,580,272	$7,173,205	+0.1%
Net Income	$884,847	$344,588	+1.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

142

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$532,405

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ORION H BELL IV	PRESIDENT & CEO	30.0	Officer	$312,974	$29,437	$342,411
MARY MARITA	SR VP & COO	16.0	Highest	$175,090	$24,921	$200,011
DAVID BASS	SR VP RESEARCH	40.0	Highest	$186,611	$10,625	$197,236
JANICE BRENNAN	SR. VP & CFO	31.0	Officer	$170,274	$19,720	$189,994
MIKE BILLNITZER	VP & EXECUTIVE DIR.	10.0	Highest	$147,029	$18,431	$165,460
FARIDA EJAZ	SR RESEARCH SCIENTIST II	40.0	Highest	$145,589	$18,068	$163,657
DABNEY CONWELL	VP & EXECUTIVE DIR.	10.0	Highest	$138,742	$24,300	$163,042
NANCY A ADAMS	PAST CHAIR	2.0	Officer Director	$0	$0	$0
NANCY M BARNES JD	DIRECTOR	1.0	Director	$0	$0	$0
GINA K GUNNING	DIRECTOR Eff. 2/2023	1.0	Director	$0	$0	$0
KATHRYN BRYAN PhD	DIRECTOR	1.0	Director	$0	$0	$0
BELVA DENMARK TIBBS	VICE CHAIR	1.0	Officer Director	$0	$0	$0
DR TERESA DEWS	DIRECTOR	1.0	Director	$0	$0	$0
SARAH M DIMLING	CHAIR	4.0	Officer Director	$0	$0	$0
DIANE DOWNING	DIRECTOR	1.0	Director	$0	$0	$0
CYNTHIA H DUNN	DIRECTOR	1.0	Director	$0	$0	$0
PATRICIA R FRUTIG JD	DIRECTOR	1.0	Director	$0	$0	$0
DR MONA GUPTA	DIRECTOR Thru 12/2023	1.0	Director	$0	$0	$0
CONNIE HILL-JOHNSON	SECRETARY	2.0	Officer Director	$0	$0	$0
KATHERINE B HOLLINGSWORTH	DIRECTOR	1.0	Director	$0	$0	$0
YVETTE M ITTU	DIRECTOR	1.0	Director	$0	$0	$0
KATHRYN KAESBERG	DIRECTOR	1.0	Director	$0	$0	$0
HERMINE KRASNY CPA	DIRECTOR	1.0	Director	$0	$0	$0
DENISE M KRESEVIC PHD	DIRECTOR	1.0	Director	$0	$0	$0
LORI LOZIER MSSA LISW-S LNHA	DIRECTOR	1.0	Director	$0	$0	$0
JENNIFER I MARKWORTH	DIRECTOR	1.0	Director	$0	$0	$0
EILEEN MCCONVILLE	DIRECTOR	1.0	Director	$0	$0	$0
SUE OMORI	DIRECTOR	1.0	Director	$0	$0	$0
AMY SCOTT GILCHRIST JD	DIRECTOR	1.0	Director	$0	$0	$0
ELIZABETH F STUEBER	DIRECTOR	1.0	Director	$0	$0	$0
ANNAPURNA VALLURI PHD	TREASURER	2.0	Officer Director	$0	$0	$0
TIFFINAE WARE	DIRECTOR Eff. 2/2023	1.0	Director	$0	$0	$0
MICHELLE BENTZIEN-PURRINGTON	DIRECTOR Eff. 12/2023	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$8,465,119	$7,580,272	$171,894,125	$884,847
2022	$7,517,793	$7,173,205	$155,147,131	$344,588
2021	$14,549,459	$10,515,039	$183,513,038	$4,034,420
2020	$11,841,376	$10,489,015	$163,951,646	$1,352,361
2019	$9,684,477	$10,748,769	$152,625,930	$-1,064,292
2018	$9,036,448	$12,618,438	$136,491,345	$-3,581,990