Benjamin Rose Institute on Aging

EIN: 340714482 501(c)(3) Human Services

Cleveland, OH

Total Revenue
$8,465,119
Total Expenses
$7,580,272
Total Assets
$171,894,125
Net Assets
$160,245,968
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1908
Legal Domicile
OH
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.

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
25
Independent Members
25
Employees
142
Volunteers
61

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
7
$532,405
Total Directors
26
$0
Key Employees
0
$0
Highest Compensated
5
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
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