Civic Intelligence

Benjamin Rose Trust Tw

990 • Fiscal year 2023 • EIN 34-6506873

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

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

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

5th percentile

-69%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$231,519

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

20th percentile

-2.3%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

33%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$42,883,149

Down $1,004,612 (-2.3%) from 2022

Net Assets

Down

$42,883,149

Down $1,004,612 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin5th percentile

Revenue

Up

$1,610,381

Up $399,082 (+33%) from 2022

Expenses

Down

$2,713,934

Down $286,514 (-9.5%) from 2022

Net Income

Up

-$1,103,553

Up $685,596 (+38%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2023

Assets$42,883,149
Liabilities$0
Net Assets$42,883,149
Open 2023 Filing

Operations Trend

Revenue Growth83rd 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

2023

Revenue$1,610,381
Expenses$2,713,934
Net Income-$1,103,553
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$10,971,727
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$43,887,761$42,883,149▼ $1,004,612
Investments in Publicly Traded Securities$43,619,625$42,578,147▼ $1,041,478
Savings and Temporary Cash Investments$268,136$305,002▲ $36,866
Total Assets$43,887,761$42,883,149▼ $1,004,612
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,887,761$42,883,149▼ $1,004,612
Total Liabilities and Net Assets / Fund Balance$43,887,761$42,883,149▼ $1,004,612
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
Bny Mellon N aTrustee$231,519$231,519
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,303,197
Other Revenue
$307,184
Change in Net Assets
$-1,103,553
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,389,523
Salaries, Compensation, and Employee Benefits$231,519
Other Expenses$92,892
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,389,523--$2,389,523
Current Officers, Directors, Trustees, and Key Employees$92,608$138,911-$231,519
Other Expenses-$62,004-$62,004
All Other Expenses$200--$200
Total Functional Expenses$2,482,331$231,603$0$2,713,934
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$2,389,523
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 mellon's 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
2024-10-30
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The amount on this line represents: partnership distribution adj $357,185; py pending sales $3,559; py poai carryover $715; cy pending sales ($370); py return of capital adj ($4,641), poai carryover ($14,892), partnership income adjustment ($236,645); mutual fund timing adj ($5,922); cost basis adjustment ($48)”

Raw XML Appendix392 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/ExplanationTxt5STATE 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 MELLON'S 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/ExplanationTxt4THE AMOUNT ON THIS LINE REPRESENTS: PARTNERSHIP DISTRIBUTION ADJ $357,185; PY PENDING SALES $3,559; PY POAI CARRYOVER $715; CY PENDING SALES ($370); PY RETURN OF CAPITAL ADJ ($4,641), POAI CARRYOVER ($14,892), PARTNERSHIP INCOME ADJUSTMENT ($236,645); MUTUAL FUND TIMING ADJ ($5,922); COST BASIS ADJUSTMENT ($48)
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/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
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ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,883,149
Liabilities
$0
Net assets
$42,883,149
Revenue
$1,610,381
Expenses
$2,713,934
Net income
-$1,103,553
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