Civic Intelligence

Benjamin Rose Institute on Aging

990 • Fiscal year 2011 • EIN 34-0714482

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 02, 2012

11900 Fairhill Road44120-1053
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.13x

Higher debt load relative to assets than 23% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

7th percentile

-7.2%

Faster asset growth than 7% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$120,559,683

Down $9,393,165 (-7.2%) from 2010

Net Assets

Down

$104,626,839

Down $8,444,368 (-7.5%) from 2010

Liabilities

Down

$15,932,844

Down $948,797 (-5.6%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,720,538

Down $117,246 (-1.2%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $129,952,848Liabilities 2010: $16,881,641Net Assets 2010: $113,071,2072010Assets 2011: $120,559,683Liabilities 2011: $15,932,844Net Assets 2011: $104,626,8392011Assets 2012: $127,978,894Liabilities 2012: $13,835,757Net Assets 2012: $114,143,1372012Assets 2013: $141,602,025Liabilities 2013: $13,655,181Net Assets 2013: $127,946,8442013Assets 2014: $147,805,529Liabilities 2014: $14,397,828Net Assets 2014: $133,407,7012014Assets 2015: $139,136,039Liabilities 2015: $12,410,010Net Assets 2015: $126,726,0292015Assets 2016: $139,696,975Liabilities 2016: $10,292,795Net Assets 2016: $129,404,1802016Assets 2017: $152,530,468Liabilities 2017: $12,394,282Net Assets 2017: $140,136,1862017Assets 2018: $136,491,345Liabilities 2018: $12,343,138Net Assets 2018: $124,148,2072018Assets 2019: $152,625,930Liabilities 2019: $9,280,523Net Assets 2019: $143,345,4072019Assets 2020: $163,951,646Liabilities 2020: $8,863,178Net Assets 2020: $155,088,4682020Assets 2021: $183,513,038Liabilities 2021: $7,374,248Net Assets 2021: $176,138,7902021Assets 2022: $155,147,131Liabilities 2022: $5,261,252Net Assets 2022: $149,885,8792022Assets 2023: $171,894,125Liabilities 2023: $11,648,157Net Assets 2023: $160,245,9682023Assets 2024: $182,703,957Liabilities 2024: $10,929,832Net Assets 2024: $171,774,1252024

Highlighted filing

2011

Assets$120,559,683
Liabilities$15,932,844
Net Assets$104,626,839

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,837,7842010Expenses 2011: $9,720,5382011Expenses 2012: $9,855,4032012Revenue 2013: $8,447,954Expenses 2013: $9,336,976Net Income 2013: -$889,0222013Revenue 2014: $9,391,458Expenses 2014: $9,589,386Net Income 2014: -$197,9282014Revenue 2015: $10,658,612Expenses 2015: $11,214,570Net Income 2015: -$555,9582015Revenue 2016: $9,493,581Expenses 2016: $10,916,911Net Income 2016: -$1,423,3302016Revenue 2017: $9,314,198Expenses 2017: $11,049,876Net Income 2017: -$1,735,6782017Revenue 2018: $9,036,448Expenses 2018: $12,618,438Net Income 2018: -$3,581,9902018Revenue 2019: $9,684,477Expenses 2019: $10,748,769Net Income 2019: -$1,064,2922019Revenue 2020: $11,841,376Expenses 2020: $10,489,015Net Income 2020: $1,352,3612020Revenue 2021: $14,549,459Expenses 2021: $10,515,039Net Income 2021: $4,034,4202021Revenue 2022: $7,517,793Expenses 2022: $7,173,205Net Income 2022: $344,5882022Revenue 2023: $8,465,119Expenses 2023: $7,580,272Net Income 2023: $884,8472023Revenue 2024: $9,102,447Expenses 2024: $7,957,276Net Income 2024: $1,145,1712024

Highlighted filing

2011

Revenue-
Expenses$9,720,538
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 2, 2012
Return Version
2011v1.3
Gross Receipts
$12,216,376
Mission and Program Overview

Mission

The mission of benjamin rose institute on aging is to advance support for older adults and caregivers.

Major Activities

Activity 2
Comprehensive Senior Services, General/Other: Eldercare Services Institute, LLC (previously called Community Services) is the oldest program division of the Benjamin Rose Institute. Established more than fifty years ago, its purpose is to provide an array of home and community-based services for older adults and their caregivers which address needs, respect rights, and foster self-sufficiency. Division staff serve more than 6,000 persons in Cuyahoga County annually, offering help through advocacy, assessments, case management, consultation, help with daily living tasks, education, and support groups. In addition to these services, the following programs meet specific needs. Adult Day Care provides caregivers with respite while elders with dementia, mental illness, or mental retardation receive socialization, attention to health and hygiene, and increased opportunities for rehabilitation. Home Healthcare provides services such as nursing, including behavioral health nursing, personal care, medical social work, and physical, occupational and speech therapies. Mental Health serves older persons with such illnesses as dementia, depression, anxiety, chronic schizophrenia, and adjustment disorders. Clients receive help from mental health case managers and counselors. Senior Companion volunteers provide companionship and assistance to other older adults, who are often lonely and isolated. Social Services assist older clients experiencing problems like potential abuse or neglect, homelessness, and inability to function in their present setting. (Over 1400 Clients)
Activity 3
Gerontology (as a social science) Research: The Margaret Blenkner Research Institute (MBRI) of Benjamin Rose Institute: MBRI is a nationally and internationally known center for applied aging research that enhances the lives of older adults and the family members, friends, and professionals who care for them. Established in 1961, MBRI is one of the oldest applied gerontological research centers in the country. MBRI is renowned for the quality of its research and its ability to translate empirical findings into useful products for families, service providers, and policy makers. The MBRI is uniquely qualified to understand the challenges of long-term care reimbursement and service delivery because of its position within a service organization for older adults and their families. It also focuses on translating research findings for practice and policy applications. MBRI's research seeks to gain a deep understanding of issues or problems from the perspectives of older adults and family members and is organized into four major programs: 1) Services and Interventions For Chronic Cognitive, Physical and Mental Health Conditions; 2) Family Care Giving; 3) Quality of Long-term Care and Services; and 4) Program Evaluation. Additionally, MBRI specializes in: primary data collection with older adults, family caregivers, and health and social service providers; strong theoretical and conceptual frameworks; diverse methodology and psychometric testing; and a wide range of statistical analyses. The MBRI also includes The Benjamin Rose Library, which maintains an outstanding collection of materials on aging, gerontology, and geriatrics. Staff of the MBRI maintain affiliations with many local universities and provide students with a variety of opportunities for gaining research experience.
Filing and Contact Details

Filer

EIN
34-0714482
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IRS990/Activity2/Description0Comprehensive Senior Services, General/Other: Eldercare Services Institute, LLC (previously called Community Services) is the oldest program division of the Benjamin Rose Institute. Established more than fifty years ago, its purpose is to provide an array of home and community-based services for older adults and their caregivers which address needs, respect rights, and foster self-sufficiency. Division staff serve more than 6,000 persons in Cuyahoga County annually, offering help through advocacy, assessments, case management, consultation, help with daily living tasks, education, and support groups. In addition to these services, the following programs meet specific needs. Adult Day Care provides caregivers with respite while elders with dementia, mental illness, or mental retardation receive socialization, attention to health and hygiene, and increased opportunities for rehabilitation. Home Healthcare provides services such as nursing, including behavioral health nursing, personal care, medical social work, and physical, occupational and speech therapies. Mental Health serves older persons with such illnesses as dementia, depression, anxiety, chronic schizophrenia, and adjustment disorders. Clients receive help from mental health case managers and counselors. Senior Companion volunteers provide companionship and assistance to other older adults, who are often lonely and isolated. Social Services assist older clients experiencing problems like potential abuse or neglect, homelessness, and inability to function in their present setting. (Over 1400 Clients)
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IRS990/Description0Comprehensive Senior Services, General/Other: Charity Care: The Benjamin Rose Institute on Aging provides care to patients who meet certain criteria under its charity care policy without charge or at amounts less than its established rates. Under the Charitable Endowment program of the Benjamin Rose Institute on Aging, if the services provided to a client within the scope of the Eldercare Services Institute LLC are not billable under an entitlement program such as Medicare, Medicaid and/or another third party payer, the fee for service is based on a sliding scale. When third party reimbursement has been explored and found lacking, and no other revenue source is available to address assessed needs, the uncompensated cost of these services are underwritten by Benjamin Rose Institute. Services include social work/case management/counseling, mental health case management and counseling, and home health services by the Eldercare Services Institute LLC. The endowment program manual places high standards on the social work endowment program that symbolizes the importance placed on Community Services Division's service delivery of the highest order, even when it is not driven by outside funding or regulatory force. (Over 1400 Clients)
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$183$10.9$172$9.10$7.96$1.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$172$11.6$160$8.47$7.58$0.88
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$155$5.26$150$7.52$7.17$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$184$7.37$176$14.5$10.5$4.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$164$8.86$155$11.8$10.5$1.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$153$9.28$143$9.68$10.7$1.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$136$12.3$124$9.04$12.6$3.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$153$12.4$140$9.31$11.0$1.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$140$10.3$129$9.49$10.9$1.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$139$12.4$127$10.7$11.2$0.56
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$148$14.4$133$9.39$9.59$0.20
2013Detailed filing. Detailed filing data is available for this year.$142$13.7$128$8.45$9.34$0.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$128$13.8$114$9.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$121$15.9$105$9.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$16.9$113$9.84