Benjamin Rose Institute on Aging

“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.”

“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. In addition, all staff are required to sign the organization's corporate compliance statement annually as part of its corporate compliance program.”

“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.”

“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 reviews THE data and makes recommendations to the board chair for the remaining executive management staff, which includes officers and key employees. ALL PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE.”

“PAGE 2, PART III, #4D Program Service Activity #4 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). Program Service Activity #5 The Center for Advocacy and Benefits Enrollment (formerly the Katz Policy Institute) serves as an agent for change by influencing public policy decisions that impact older adults and those who care for them, as well as professionals and paraprofessionals who serve elders. Staff inform and educate municipal, county, regional, state and federal policy makers. Work is done collaboratively with other advocates to formulate policies, to identify, educate and mobilize others, and to convene in-district meetings with policy makers. Benjamin Rose can capitalize on its unique ability to integrate clinical services with evidence-based research on services outcomes, the findings of which are used as the basis for advocating public policies that improve the well-being of older adults and those who care for them. As part of its consumer advocacy efforts, Benjamin Rose operates a Medicare and Benefits Enrollment center to help older populations understand and access the benefits from more than 1300 federal, state, and local public benefit programs in addition to helping Medicare beneficiaries understand the Medicare Part D program. An on-line benefits checkup questionnaire is completed for callers that helps them enroll in Medicaid, the Supplemental Nutrition Assistance Program, telephone discount programs, Low Income Heating and Energy Assistance Program, and the Medicare Savings Program. The Benefits Center has helped Medicare beneficiaries and people age 55 and older in Northeast Ohio and beyond.”

“PAGE 12, PART XI, #9 Other changes in net assets or fund balances: BENEFICIAL INTEREST IN CHARITABLE PERPETUAL TRUSTS $(5,406,855) ASSETS RELEASED FROM RESTRICTIONS ( 63,500) ------------ $(5,470,355)”

“Description:other professional fees total fees:1359369”