Rose Centers for Aging Well LLC

EIN: 471749435 501(c)(3) Food, Agriculture & Nutrition

Cleveland, OH

Total Revenue
$2,637,755
Total Expenses
$2,974,672
Total Assets
$1,606,930
Net Assets
$365,634
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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
2021
Legal Domicile
OH
Principal Officer
Orion Bell
Phone
2163731602
Tax Period
2023-01-01 to 2023-12-31

Rose Centers for Aging Well LLC, founded in 2021, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $2.6M in total revenue in fiscal year 2023. Expenses of $3.0M exceeded revenue, resulting in a 13% operating deficit.

Mission

Rose Centers for Aging Well LLC, exists to promote successful aging for Northeast Ohio's adults by offering opportunities, programs, & services that foster choice & independence.

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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 $1,390,083
Program Service Revenue $1,207,022
Investment Income $38,246
Other Revenue $2,404
TOTAL REVENUE $2,637,755

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,875,828
Fundraising Expenses $62,124
Program Expenses $2,446,311
Other Expenses $1,098,844
TOTAL EXPENSES $2,974,672

Year-over-Year Comparison

2023 2022 Change
Revenue $2,637,755 $2,473,281 +0.1%
Expenses $2,974,672 $2,706,957 +0.1%
Net Income $-336,917 $-233,676 +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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
78

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
5
$732,416
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ORION H BELL IV PRESIDENT & CEO 2.0
Officer
$0 $29,437 $342,411
MARY MARITA SR VP & COO 5.0
Officer
$0 $24,921 $200,011
JANICE BRENNAN SR. VP & CFO 2.0
Officer
$0 $19,720 $189,994
DABNEY CONWELL VP & EXECUTIVE DIR. 30.0
Highest
$0 $24,300 $163,042
DR TERESA DEWS BOARD MEMBER 1.0
Director
$0 $0 $0
CYNTHIA H DUNN BOARD MEMBER 1.0
Director
$0 $0 $0
CONNIE HILL-JOHNSON SECRETARY 1.0
Officer Director
$0 $0 $0
JENNIFER I MARKWORTH CO-CHAIR 1.0
Officer Director
$0 $0 $0
SUE OMORI BOARD MEMBER 1.0
Director
$0 $0 $0
CAROL DAYTON BOARD MEMBER 1.0
Director
$0 $0 $0
JOHN ORLANDO BOARD MEMBER (Eff. 7/2023) 1.0
Director
$0 $0 $0
FRANK NOVAK BOARD MEMBER 1.0
Director
$0 $0 $0
CHANTEL WILCOX BOARD MEMBER 1.0
Director
$0 $0 $0
COUNCILMAN MIKE POLENSEK EX-OFFICIO 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 $2,637,755 $2,974,672 $1,606,930 $-336,917
2022 $2,473,281 $2,706,957 $1,850,108 $-233,676
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