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← ROSE CENTERS FOR AGING WELL LLC

Form 990 for tax year 2023

Filed by ROSE CENTERS FOR AGING WELL LLC.

Totals

Total revenue
$2,637,755
Total expenses
$2,974,672
Contributions and grants received
$1,390,083
Grants paid
$0
Program service revenue
$1,207,022
Investment income
$38,246
Other revenue
$2,404
Total assets, end of year
$1,606,930
Total liabilities, end of year
$1,241,296
Net assets or fund balances, end of year
$365,634
Program services expenses (Part IX)
$2,446,311
Management and general expenses
$466,237
Fundraising expenses
$62,124
Program service expenses (Part III)
$2,446,311

Program services were 82.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $17,525

  • 1d · Related organizations

    $523,500

  • 1e · Government grants (contributions)

    $100,000

  • 1f · All other contributions, gifts and grants

    $749,058

  • 2a · Program service revenue: PROGRAM REVENUE

    total $1,207,022 · related or exempt $1,207,022

  • 3 · Investment income

    total $27,817 · excluded $27,817

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $75,394 · other assets $550

  • 7b · Less cost or other basis and sales expenses

    securities $65,515

  • 7c · Gain or loss

    securities $9,879 · other assets $550

  • 7d · Net gain or loss

    total $10,429 · related or exempt $550 · excluded $9,879

  • 8a · Fundraising events: gross income

    $2,826

  • 8a · Fundraising events: contributions included on line 1c

    $17,525

  • 8b · Fundraising events: direct expenses

    $1,825

  • 8c · Net income from fundraising events

    total $1,001 · excluded $1,001

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $1,403 · related or exempt $1,403

  • 11e · Other revenue, total

    $1,403

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,433,598 · program services $1,108,320 · management and general $283,037 · fundraising $42,241

  • 8 · Pension plan contributions

    total $47,448 · program services $35,429 · management and general $10,817 · fundraising $1,202

  • 9 · Other employee benefits

    total $308,965 · program services $240,071 · management and general $59,146 · fundraising $9,748

  • 10 · Payroll taxes

    total $85,817 · program services $67,456 · management and general $16,525 · fundraising $1,836

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $4,172 · management and general $4,172

  • 11g · Fees: other

    total $296,524 · program services $271,843 · management and general $24,681

  • 12 · Advertising and promotion

    total $13,456 · management and general $6,359 · fundraising $7,097

  • 13 · Office expenses

    total $6,709 · program services $3,592 · management and general $3,117

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $56,725 · program services $28,829 · management and general $27,896

  • 17 · Travel

    total $41,335 · program services $37,016 · management and general $4,319

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,314 · management and general $1,314

  • 20 · Interest

    total $5,971 · program services $5,971

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $171,724 · program services $159,050 · management and general $12,674

  • 23 · Insurance

    total $53,157 · program services $52,158 · management and general $999

  • 24a · Other expenses: OPERATING SUPPLIES

    total $388,367 · program services $386,950 · management and general $1,417

  • 24b · Other expenses: MAINTENANCE & REPAIRS

    total $34,628 · program services $31,761 · management and general $2,867

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $14,786 · program services $14,786

  • 24d · Other expenses: STAFF DEVELOPMENT

    total $3,883 · program services $36 · management and general $3,847

  • 24e · All other expenses

    total $6,093 · program services $3,043 · management and general $3,050

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $174,994 · end of year $34,155

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $399,684 · end of year $293,398

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,156 · end of year $10,245

  • 10a · Land, buildings and equipment: cost or other basis

    $1,137,308

  • 10b · Land, buildings and equipment: accumulated depreciation

    $869,240

  • 10c · Land, buildings and equipment, net

    beginning of year $355,134 · end of year $268,068

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $919,140 · end of year $1,001,064

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $194,037 · end of year $216,222

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,049,380 · end of year $1,025,074

  • 27 · Net assets without donor restrictions

    beginning of year $589,910 · end of year $251,800

  • 28 · Net assets with donor restrictions

    beginning of year $16,781 · end of year $113,834

Mission and programs · 2023

Mission

ROSE CENTERS FOR AGING WELL, LLC EXISTS TO PROMOTE SUCCESSFUL AGING FOR NORTHEAST OHIO'S ADULTS BY OFFERING OPPORTUNITIES, PROGRAMS, AND SERVICES THAT FOSTER CHOICE AND INDEPENDENCE.

Activities or mission (Part I)

Rose Centers for Aging Well LLC, exists to promote successful aging for Northeast Ohio's adults by offering opportunities, programs, & services that foster choice & independence.

  • Rose Centers for Aging Well, LLC exists to promote successful aging for Northeast Ohio's adults by offering opportunities, programs, and services that foster choice and independence. The goal is to provide support that will improve the quality of life for Cleveland's older adults by decreasing social isolation. Services provided include home-delivered meals and transportation, as well as hot lunches and social and recreational programs at six Rose Center locations throughout the Greater Cleveland area.

    Expenses $2,446,311 · Revenue $1,208,975

As filed on the 2023 return.

Listed in Part VII

  • Orion H Bell IV

    PRESIDENT & CEO

    Total calculated
    $342,411
    From this org
    $0
    From related orgs
    $312,974
    Other
    $29,437
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,974 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,443 related
    Nontaxable benefits
    $0 + $14,994 related
    Filer's total
    $0 + $342,411 related

  • Mary Marita

    SR VP & COO

    Total calculated
    $200,011
    From this org
    $0
    From related orgs
    $175,090
    Other
    $24,921
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,090 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,293 related
    Nontaxable benefits
    $0 + $15,628 related
    Filer's total
    $0 + $200,011 related

  • Janice Brennan

    SR. VP & CFO

    Total calculated
    $189,994
    From this org
    $0
    From related orgs
    $170,274
    Other
    $19,720
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,274 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,605 related
    Nontaxable benefits
    $0 + $11,115 related
    Filer's total
    $0 + $189,994 related

  • Dabney Conwell

    VP & EXECUTIVE DIR.

    Total calculated
    $163,042
    From this org
    $0
    From related orgs
    $138,742
    Other
    $24,300
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,742 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,013 related
    Nontaxable benefits
    $0 + $17,287 related
    Filer's total
    $0 + $163,042 related

  • Dr Teresa Dews

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cynthia H Dunn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Connie Hill-Johnson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Jennifer I Markworth

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sue Omori

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Carol Dayton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Orlando

    BOARD MEMBER (Eff. 7/2023)

    Total calculated
    $0
    Hours/week
    1

  • Frank Novak

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chantel Wilcox

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Councilman Mike Polensek

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Margaret Wagner Senior Apartments GP

    Related · low inc housing · OH · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Benj Rose

  • Margaret Wagner Senior Apartments LP

    related · low inc housing · OH · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Benj Rose

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413189349303201

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