Civic Intelligence

Benjamin Rose Trust Tw

990 • Fiscal year 2021 • EIN 34-6506873

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 26, 2022

Organization ProfileN/A
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-0023

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

7th percentile

-24%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$254,197

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

18th percentile

-1.0%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$45,119,780

Down $433,318 (-1.0%) from 2020

Net Assets

Down

$45,119,780

Down $433,318 (-1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin7th percentile

Revenue

Down

$2,087,399

Down $6,070,710 (-74%) from 2020

Expenses

Up

$2,579,949

Up $1,695 (+0.1%) from 2020

Net Income

Down

-$492,550

Down $6,072,405 (-109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$60M$40M$20M$0Assets 2020: $45,553,098Liabilities 2020: $0Net Assets 2020: $45,553,0982020Assets 2021: $45,119,780Liabilities 2021: $0Net Assets 2021: $45,119,7802021Assets 2022: $43,887,761Liabilities 2022: $0Net Assets 2022: $43,887,7612022Assets 2023: $42,883,149Liabilities 2023: $0Net Assets 2023: $42,883,1492023Assets 2024: $42,620,961Liabilities 2024: $0Net Assets 2024: $42,620,9612024

Highlighted filing

2021

Assets$45,119,780
Liabilities$0
Net Assets$45,119,780
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $8,158,109Expenses 2020: $2,578,254Net Income 2020: $5,579,8552020Revenue 2021: $2,087,399Expenses 2021: $2,579,949Net Income 2021: -$492,5502021Revenue 2022: $1,211,299Expenses 2022: $3,000,448Net Income 2022: -$1,789,1492022Revenue 2023: $1,610,381Expenses 2023: $2,713,934Net Income 2023: -$1,103,5532023Revenue 2024: $2,234,843Expenses 2024: $2,718,411Net Income 2024: -$483,5682024

Highlighted filing

2021

Revenue$2,087,399
Expenses$2,579,949
Net Income-$492,550
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 26, 2022
Return Version
2021v4.1
Gross Receipts
$12,982,958
Mission and Program Overview

Mission

The grants are made according to the trust agreement dated july 25, 1933. The trustee makes distributions to the benjamin rose institute for the continuing financial support in its purpose to provide relief and assistance to needy elderly persons. Under the ohio institutional trust funds act of 1999, the benjamin rose institute has chosen to receive the maximum of income based on the greater of 5% of afv or traditional income. The trustee maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. Please note that the benjamin rose institute has authority to direct and approve investments, the trustee has the authority to amend the document to ensure the continuation to qualify as a 501(c)(3) organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$45,554,077$45,119,780▼ $434,297
Investments in Publicly Traded Securities$45,401,898$44,722,203▼ $679,695
Savings and Temporary Cash Investments$152,178$397,577▲ $245,399
Cash and Non-Interest-Bearing Accounts$-978--
Rtn Earn Endowment Incm Other Fnds$-979--
Total Assets$45,553,098$45,119,780▼ $433,318
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,553,098$45,119,780▼ $433,318
Total Liabilities and Net Assets / Fund Balance$45,553,098$45,119,780▼ $433,318
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
Bny Mellon N aTrustee$254,197$254,197
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,083,773
Other Revenue
$3,626
Change in Net Assets
$-492,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,281,347
Salaries, Compensation, and Employee Benefits$254,197
Other Expenses$44,405
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,281,347--$2,281,347
Current Officers, Directors, Trustees, and Key Employees-$254,197-$254,197
All Other Expenses-$43,122-$43,122
Fees for Services Legal-$1,283-$1,283
Total Functional Expenses$2,281,347$298,602$0$2,579,949
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Benjamin Rose InstituteCleveland, OH170(b)(1(a)The Trust Provides the Benjamin Rose Institute Funds to Advance the Health, Independence, and Dignity of Elderly Adults by Raising the Standards of Quality of Care$2,281,347
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VII, Section A, Line 1A Column B

“Average hours per week devoted to postion: as trustee, bny mellon, n.a. Provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees invovlement in the activities of the organization and thus cannot be quanitified on an hourly basis. Therfore, the trustee fees are not based upon an hourly basis but are calculated based upon factors such as the market value of the”

Part VII, Section A, Line 1A Column B Cont

“(cont.) account and in accordance with bny mellons agreement with the client.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“NO PROCEDURES IN PLACE”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered within 2 weeks of request.”

Filing and Contact Details

Filer

Filer Name
Benjamin Rose Trust Tw
EIN
34-6506873
Phone
4122340023
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122340023
Signed
2022-10-26
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Partnership income adj. -$254,405, loss on cy sales not settled at year end $1,860, partnership dist. $303,619, roc adj. On cy sales $450, poai -$57, mutual fund timing adj. $2883, cost basis adj. $4,882.”

Raw XML Appendix387 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BENJAMIN ROSE INSTITUTE AND BNY MELLON, N.A. MAINTAIN A CLOSE AND CONTINUOUS RELATIONSHIP WITH RESPECT TO THE ADMINISTRATION AND INVESTMENTS OF THE TRUST. THE PARTIES SHALL CONTINUE TO MEET AT LEAST TWICE A YEAR IN ORDER TO REVIEW THE ADMINISTRATION AND INVESTMENTS OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE BENJAMIN ROSE INSTITUTE SHALL HAVE THE RIGHT AT ANY TIME TO OFFER ITS INSIGHT OR SUGGESTIONS TO BNY MELLON, N.A. WITH RESPECT TO THE ADMINISTRATION OR INVESTMENTS OF THE TRUST. THE INSTITUTE SHALL HAVE THE AUTHORITY TO APPROVE ALL INVESTMENT POLICY STATEMENTS WITH RESPECT TO THE TRUST, AS WELL AS ANY FUTURE CHANGES TO THE INVESTMENT POLICY STATEMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2BNY MELLON, N.A. WILL CONTINUE TO PROVIDE TO THE INSTITUTE PERIODIC STATEMENTS AT LEAST QUARTERLY REFLECTING THE BOOK VALUE AND MARKET VALUE OF ALL TRUST INVESTMENTS, AND ALL RECEIPTS AND DISBURSEMENTS FROM THE TRUST. BNY MELLON, N.A. WILL CONTINUE TO PROVIDE TO THE INSTITUTE DETAILED REPORTS REFLECTING THE INVESTMENT PERFORMANCE OF THE TRUST AS COMPARED TO RELEVANT BENCHMARKS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE INSTITUTE AGREES TO ANNUALLY PROVIDE TO BNY MELLON, N.A. COPIES OF ITS CURRENT INVESTMENT POLICY. BNY MELLON, N.A. AGREES TO CONTINUE TO REVIEW WITH THE INSTITUTE THOSE AGENCY AND CUSTODY ACCOUNTS THAT IT HAS IN THE PAST, IN THE CONTEXT OF HOW THEY FIT WITHIN THE BROADER INVESTMENTS. AS THE BENEFICIARY OF THE TRUST, THE INSTITUTE HAS ALWAYS HAD COMPLETE CONTROL OVER THE DISPOSITION OF
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4DISTRIBUTED FROM THE TRUST TO THE INSTITUTE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5LEGAL FEES $1,283, FOREIGN TAX WITHHELD $19,484, ESTIMATED EXCISE TAX TO BE REFUNDED $12,410, ADR FEES $11,028, STATE AG FEES $200.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE TRUST PROVIDES THE BENJAMIN ROSE INSTITUTE FUNDS TO ADVANCE THE HEALTH, INDEPENDENCE, AND DIGNITY OF ELDERLY ADULTS BY RAISING THE STANDARDS OF QUALITY OF CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE BENJAMIN ROSE INSTITUTE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO THE BENJAMIN ROSE INSTITUTE, A 501(C)(3) ORGANIZATION, THAT IS NAMED IN THE TRUST DOCUMENT. OUR ADMINISTRATIVE REPRESENTATIVES ARE IN PERIODIC CONTACT WITH REPRESENTATIVES OF THE CHARITY IN ORDER TO BE IN COMPLIANCE WITH THE TRUST PROVISIONS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1NO PROCEDURES IN PLACE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc02
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AVERAGE HOURS PER WEEK DEVOTED TO POSTION: AS TRUSTEE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES INVOVLEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANITIFIED ON AN HOURLY BASIS. THERFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1(CONT.) ACCOUNT AND IN ACCORDANCE WITH BNY MELLONS AGREEMENT WITH THE CLIENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO PROCEDURES IN PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN 2 WEEKS OF REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PARTNERSHIP INCOME ADJ. -$254,405, LOSS ON CY SALES NOT SETTLED AT YEAR END $1,860, PARTNERSHIP DIST. $303,619, ROC ADJ. ON CY SALES $450, POAI -$57, MUTUAL FUND TIMING ADJ. $2883, COST BASIS ADJ. $4,882.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VII, SECTION A, LINE 1A COLUMN B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VII, SECTION A, LINE 1A COLUMN B CONT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
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ReturnHeader/ReturnTs02022-11-01T18:00:22-05:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
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ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,119,780
Liabilities
$0
Net assets
$45,119,780
Revenue
$2,087,399
Expenses
$2,579,949
Net income
-$492,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.6$0.00$42.6$2.23$2.72$0.48
2023Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$1.61$2.71$1.10
2022Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$1.21$3.00$1.79
2021Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$2.09$2.58$0.49
2020Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$8.16$2.58$5.58