BENJAMIN ROSE TRUST TW (EIN 346506873) - Form 990 Financial Analysis & Trantor Score

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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

2008

Legal Domicile

Phone

4122340023

Tax Period

2023-01-01 to 2023-12-31

BENJAMIN ROSE TRUST TW, founded in 2008, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $2.7M exceeded revenue, resulting in a 69% operating deficit.

Mission

THE GRANTS ARE MADE ACCORDING TO THE TRUST AGREEMENT DATED JULY 25, 1933. THE TRUSTEE MAKES DISTRIBUTIONS TO THE BENJAMIN ROSE INSTITUTE FOR THE CONTINUING FINANCIAL SUPPORT IN ITS PURPOSE TO PROVIDE RELIEF AND ASSISTANCE TO NEEDY ELDERLY PERSONS. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENJAMIN ROSE INSTITUTE HAS CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. THE TRUSTEE MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF THE BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. PLEASE NOTE THAT THE BENJAMIN ROSE INSTITUTE HAS AUTHORITY TO DIRECT AND APPROVE INVESTMENTS, THE TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENT TO ENSURE THE CONTINUATION TO QUALIFY AS A 501(C)(3) ORGANIZATION.

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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 $0

Program Service Revenue $0

Investment Income $1,303,197

Other Revenue $307,184

TOTAL REVENUE $1,610,381

Expense Breakdown

Grants Paid $2,389,523

Salaries & Benefits $231,519

Fundraising Expenses $0

Program Expenses $2,389,523

Other Expenses $92,892

TOTAL EXPENSES $2,713,934

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,610,381	$1,211,299	+0.3%
Expenses	$2,713,934	$3,000,448	-0.1%
Net Income	$-1,103,553	$-1,789,149	-0.4%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BNY MELLON N A	TRUSTEE	N/A		$231,519	$0	$231,519

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	$1,610,381	$2,713,934	$42,883,149	$-1,103,553
2022	$1,211,299	$3,000,448	$43,887,761	$-1,789,149
2021	$2,087,399	$2,579,949	$45,119,780	$-492,550
2020	$8,158,109	$2,578,254	$45,553,098	$5,579,855

BENJAMIN ROSE TRUST TW