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 provides patient care to those who meet the criteria of its Charity Care policy without charge or at amounts less than its established rates. Under its charitable endowment program, if services provided within the scope of the Eldercare Services Institute LLC are not billable under an entitlement program (e.g. Medicare Medicaid, and/or other 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 for assessed needs, Benjamin Rose underwrites the cost of these services. Services include social work/case management/counseling, mental health case management and counseling, home health services provided 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 Eldercare Services Institute's service delivery of the highest order. Program Service Activity #5 The Center for Consumer Education and Benefits Enrollment, as part of its advocacy efforts, helps older populations understand and access benefits from more than 1300 federal, state and local public benefit programs in addition to helping Medicare beneficiaries under the Medicare Part D program. An online benefits checkup questionnaire is completed for callers that helps them enroll in Medicaid, the Supplementation Nutrition Assistance Program, telephone discount programs, low income heating and assistance program, and the Medicare Savings program. The Center has helped Medicare beneficiaries and people age 55 and older in Northeast Ohio and beyond. Benjamin Rose capitalizes 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 educating and informing the public on policies to improve the well-being of older adults and those who care for them.”

“PAGE 12, PART XI, #9 Other changes in net assets or fund balances: BENEFICIAL INTEREST IN CHARITABLE PERPETUAL TRUSTS $ (10,852,370) ASSETS RELEASED FROM RESTRICTIONS (68,814) -------------- $ (10,921,184)”

“Page 6, Part VI, #4 Effective July 16, 2017, the Organization merged with existing non-profit 501(c)3 organizations, East Side Organizing Project, Inc and ESOP Realty Inc which became wholly-owned subsidiaries of the institute. East Side Organizing Project, Inc was formally renamed "Empowering and Strengthening Ohio's People, Inc".”

“Description:other professional fees total fees:2161757”

“Description:nursing/hha total fees:27573”

“Description:grant purchased services total fees:33637”

“Description:transportation purchased serv. Total fees:200302”

“Description:purchased services i.t. Total fees:318829”