Totals
- Total revenue
- $8,465,119
- Total expenses
- $7,580,272
- Contributions and grants received
- $7,440,332
- Grants paid
- $1,483,269
- Program services expenses (Part IX)
- $4,923,183
- Management and general expenses
- $2,231,726
- Fundraising expenses
- $425,363
- Program service expenses (Part III)
- $4,923,183
Program services were 64.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ORION H BELL IV
PRESIDENT & CEO
- Total calculated
- $342,411
- From this org
- $312,974
- From related orgs
- $0
- Other
- $29,437
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $312,974
- Bonus
- $0
- Other
- $0
- Deferred
- $14,443
- Nontaxable benefits
- $14,994
- Filer's total
- $342,411
-
MARY MARITA
SR VP & COO
- Total calculated
- $200,011
- From this org
- $175,090
- From related orgs
- $0
- Other
- $24,921
- Hours/week
- 16 + 24 related
Schedule J breakdown matched by us
- Base
- $175,090
- Bonus
- $0
- Other
- $0
- Deferred
- $9,293
- Nontaxable benefits
- $15,628
- Filer's total
- $200,011
-
DAVID BASS
SR VP RESEARCH
- Total calculated
- $197,236
- From this org
- $186,611
- From related orgs
- $0
- Other
- $10,625
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $186,611
- Bonus
- $0
- Other
- $0
- Deferred
- $9,198
- Nontaxable benefits
- $1,427
- Filer's total
- $197,236
-
JANICE BRENNAN
SR. VP & CFO
- Total calculated
- $189,994
- From this org
- $170,274
- From related orgs
- $0
- Other
- $19,720
- Hours/week
- 31 + 9 related
Schedule J breakdown matched by us
- Base
- $170,274
- Bonus
- $0
- Other
- $0
- Deferred
- $8,605
- Nontaxable benefits
- $11,115
- Filer's total
- $189,994
-
MIKE BILLNITZER
VP & EXECUTIVE DIR.
- Total calculated
- $165,460
- From this org
- $147,029
- From related orgs
- $0
- Other
- $18,431
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $147,029
- Bonus
- $0
- Other
- $0
- Deferred
- $7,359
- Nontaxable benefits
- $11,072
- Filer's total
- $165,460
-
FARIDA EJAZ
SR RESEARCH SCIENTIST II
- Total calculated
- $163,657
- From this org
- $145,589
- From related orgs
- $0
- Other
- $18,068
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,589
- Bonus
- $0
- Other
- $0
- Deferred
- $7,411
- Nontaxable benefits
- $10,657
- Filer's total
- $163,657
-
DABNEY CONWELL
VP & EXECUTIVE DIR.
- Total calculated
- $163,042
- From this org
- $138,742
- From related orgs
- $0
- Other
- $24,300
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $138,742
- Bonus
- $0
- Other
- $0
- Deferred
- $7,013
- Nontaxable benefits
- $17,287
- Filer's total
- $163,042
-
NANCY A ADAMS
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
NANCY M BARNES JD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
GINA K GUNNING
DIRECTOR Eff. 2/2023
- Total calculated
- $0
- Hours/week
- 1
-
KATHRYN BRYAN PhD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BELVA DENMARK TIBBS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DR TERESA DEWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SARAH M DIMLING
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
DIANE DOWNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CYNTHIA H DUNN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
PATRICIA R FRUTIG JD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DR MONA GUPTA
DIRECTOR Thru 12/2023
- Total calculated
- $0
- Hours/week
- 1
-
CONNIE HILL-JOHNSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 3 related
-
KATHERINE B HOLLINGSWORTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
YVETTE M ITTU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATHRYN KAESBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HERMINE KRASNY CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DENISE M KRESEVIC PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LORI LOZIER MSSA LISW-S LNHA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JENNIFER I MARKWORTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
EILEEN MCCONVILLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
SUE OMORI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
AMY SCOTT GILCHRIST JD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ELIZABETH F STUEBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNAPURNA VALLURI PHD
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
TIFFINAE WARE
DIRECTOR Eff. 2/2023
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MICHELLE BENTZIEN-PURRINGTON
DIRECTOR Eff. 12/2023
- Total calculated
- $0
- Hours/week
- 1 + 1 related
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 — 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
The filer's explanations (Part III)
- Schedule J, Line 1b
- The organization reimburses social club dues which must be in an individual's name but are for the Organization's benefit. Reimbursement of dues must follow written expense report process.
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
-
Eldercare Services Institute LLC
$588,900
to support programs
-
Rose Centers for Aging Well LLC
$523,500
to support programs
-
to support programs
-
$30,500
to support programs
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.
-
MARGARET WAGNER APARTMENTS INC
501(C)(3) · LOW INC HOUSE · OH · controlled entity
Directly controlled by BENJ ROSE
-
MARGARET WAGNER APARTMENTS II INC
501(C)(3) · LOW INC HOUSE · OH · controlled entity
Directly controlled by BENJ ROSE
-
SETTING PRIORITIES FOR RETIREMENT YEARS
501(C)(3) · Support & Edu · DC · controlled entity
Directly controlled by BENJ ROSE
-
EMPOWERING AND STRENGTHENING OHIO'S PEOP
501(C)(3) · HOUSING ASSIS · OH · controlled entity
Directly controlled by BENJ ROSE
-
Eldercare Services Institute LLC
501(C)3 · elderly care · OH · controlled entity
Directly controlled by Benj Rose
-
Rose Centers for Aging Well LLC
501(C)3 · social svcs · OH · controlled entity
Directly controlled by Benj Rose
-
501(C)3 · Housing Assis · OH · controlled entity
Directly controlled by Benj Rose
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413189349302731
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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