Civic Intelligence

Eldercare Services Institute LLC

990 • Fiscal year 2022 • EIN 26-2155447

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 08, 2023

Organization Profilebenrose.org
11890 Fairhill RoadCleveland, OH 44120

(216) 373-1602

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

100th percentile

24.83x

Higher debt load relative to assets than 100% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

2.88x

Higher debt load relative to revenue than 94% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

95th percentile

$325,456

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets100th percentile

Assets

$201,978

No earlier filing loaded for comparison.

Net Assets

-$4,812,354

No earlier filing loaded for comparison.

Liabilities

$5,014,332

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin19th percentile

Revenue

$1,741,755

No earlier filing loaded for comparison.

Expenses

$1,952,484

No earlier filing loaded for comparison.

Net Income

-$210,729

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0M-$10MAssets 2022: $201,978Liabilities 2022: $5,014,332Net Assets 2022: -$4,812,3542022Assets 2023: $294,313Liabilities 2023: $5,463,723Net Assets 2023: -$5,169,4102023Assets 2024: $213,110Liabilities 2024: $5,707,160Net Assets 2024: -$5,494,0502024

Highlighted filing

2022

Assets$201,978
Liabilities$5,014,332
Net Assets-$4,812,354
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2022: $1,741,755Expenses 2022: $1,952,484Net Income 2022: -$210,7292022Revenue 2023: $1,408,261Expenses 2023: $1,765,317Net Income 2023: -$357,0562023Revenue 2024: $1,592,330Expenses 2024: $1,916,970Net Income 2024: -$324,6402024

Highlighted filing

2022

Revenue$1,741,755
Expenses$1,952,484
Net Income-$210,729
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$1,741,755
Mission and Program Overview

Mission

Eldercare Services Institute, LLC provides a full-range of home and community based services for older adults and their caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$0$57,084▲ $57,084
Cash and Non-Interest-Bearing Accounts$0$53,530▲ $53,530
Accounts Receivable$0$51,665▲ $51,665
Pledges and Grants Receivable$0$34,948▲ $34,948
Prepaid Expenses and Deferred Charges$0$4,751▲ $4,751
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$0$201,978▲ $201,978
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$4,722,061▲ $4,722,061
Accounts Payable and Accrued Expenses$0$251,515▲ $251,515
Deferred Revenue$0$40,756▲ $40,756
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$5,014,332▲ $5,014,332
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$0$-4,812,354▼ $4,812,354
Total Net Assets Fund Balance$0$-4,812,354▼ $4,812,354
Total Liabilities and Net Assets / Fund Balance$0$201,978▲ $201,978

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$57,084$206,144$263,228
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Belva Denmark-TibbsChair
Orion H Bell IVPresident & CEO
Amy Scott-GilchristBoard Member
Denise M Kresevic PhdBoard Member
Dr Mona GuptaBoard Member
Janice BrennanSr. VP & CFO
Mary MaritaSr. VP & COO
Revenue and Support

Revenue Composition

Contributions and Grants
$1,038,839
Program Service Revenue
$701,516
Investment Income
$0
Other Revenue
$1,400
All Other Contributions
$12,640
Change in Net Assets
$-210,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,422,054
Other Expenses$530,430
Total Fundraising Expense$10,801
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$980,287$138,029$8,715$1,127,031
Fees for Services Other$185,547$15,325-$200,872
Other Employee Benefits$161,474$24,465$2,014$187,953
Depreciation Depletion$127,801$8,823-$136,624
Payroll Taxes$63,029$7,262$72$70,363
Pension Plan Contributions$36,707--$36,707
Occupancy$12,918$8,876-$21,794
Interest$14,473--$14,473
Insurance$11,988$438-$12,426
Fees for Services Legal$6,747--$6,747
Advertising$6,501--$6,501
Office Expenses$3,061$1,262-$4,323
Other Expenses$4,011$2,166-$4,011
Travel$3,190$649-$3,839
Conferences and Meetings$3,425--$3,425
All Other Expenses$3,104$232-$3,336
Total Functional Expenses$1,731,928$209,755$10,801$1,952,484
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$4,722,061
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Eldercare Services Institute LLC
EIN
26-2155447
In Care Of
% JANICE BRENNAN CPA
Phone
2163731602
Address
11890 Fairhill Road, Cleveland, OH 44120

Signing Officer

Name
Janice Brennan
Title
CPA, Sr. VP, & CFO
Phone
2163731602
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Orion Bell
Formed
2021
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
64

Preparer

Firm
Hw&co
Address
28601 Chagrin Blvd 210, Woodmere, OH 44122
Preparer
David M Reape CPA
Phone
2168311200
Supplemental Narrative

Additional Explanations

Documents Available to Public

“Page 6, Part VI, Section C, #19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Form 990 Review Process

“Page 6, Part VI, Section B, #11B The form 990 will be forwarded to all board members at the board meeting preceeding the filing date. At that time, a review of the form 990 will commence and any recommended changes will be made prior to filing with the IRS.”

Monitor and Enforce Conflict of Interest Policy

“Page 6, Part VI, Section B, #12C The Organization distributes conflict of interest statements that the board members and officers sign and return on an annual basis.”

Process for Determining Compensation

“Page 6, Part VI, Section B, #15A & 15B The Human Resources Department provides the board chair with salary information from similar organizations. The chair then reviews this information with the board's executive committee when implementing annual salary and benefit increases for the president and ceo. The president and CEO review the organization wide data, which includes officers and key employees. All processes are documented at the time the decisions are made.”

Form 990 Part IX Line 11G

“Description:computer services total fees:156822”

Form 990 Part IX Line 11G

“Description:transportation total fees:621”

Form 990 Part IX Line 11G

“Description:satisfaction surveys total fees:2770”

Form 990 Part IX Line 11G

“Description:other purchased services total fees:40659”

Financial Statement Notes

Part X, Line 2

“The Institute, SPRY, ESOP, ESOP Realty, Inc., and MW Apartments are nonprofit corporations as described in Section 501(C)(3) of the Internal Revenue Code and are exempt from income taxes on related income pursuant to Section 501(a) of the Code. Effective January 1, 2022, Eldercare Services Institute, LLC and Rose Centers for Aging Well, LLC, both single member LLCs, elected to be treated as Corporations. In addition, the entities elected and received exemptions from income taxes on related income pursuant to Section 501(a) of the Code. Benjamin Rose Property, LLC is a single member LLC and is considered a disregarded entity and is consolidated with the Institute for tax purposes. Accounting principles generally accepted in the United States of America (U.S. GAAP) require management to evaluate tax positions taken by the Organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. The Organization's evaluation at December 31, 2022 revealed no tax positions that would have a material impact on the consolidated financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04751
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130389
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0702916
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Institute, SPRY, ESOP, ESOP Realty, Inc., and MW Apartments are nonprofit corporations as described in Section 501(C)(3) of the Internal Revenue Code and are exempt from income taxes on related income pursuant to Section 501(a) of the Code. Effective January 1, 2022, Eldercare Services Institute, LLC and Rose Centers for Aging Well, LLC, both single member LLCs, elected to be treated as Corporations. In addition, the entities elected and received exemptions from income taxes on related income pursuant to Section 501(a) of the Code. Benjamin Rose Property, LLC is a single member LLC and is considered a disregarded entity and is consolidated with the Institute for tax purposes. Accounting principles generally accepted in the United States of America (U.S. GAAP) require management to evaluate tax positions taken by the Organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. The Organization's evaluation at December 31, 2022 revealed no tax positions that would have a material impact on the consolidated financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$201,978
Liabilities
$5,014,332
Net assets
-$4,812,354
Revenue
$1,741,755
Expenses
$1,952,484
Net income
-$210,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$5.71$5.49$1.59$1.92$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$5.46$5.17$1.41$1.77$0.36
2022Detailed filing. Detailed filing data is available for this year.$0.20$5.01$4.81$1.74$1.95$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits