Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1937.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
65 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
33 people listed on the 990; $1.3M paid to officers and key staff.
Orion H Bell IV’s $340K as President & CEO is at the 98th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Orion H Bell IV | $340,359 | $312,974 | $286,707 | $279,765 | $268,698 |
| David Bass | $198,519 | $186,611 | $175,908 | $174,546 | $170,895 |
| Mary Marita | $182,455 | $175,090 | $167,002 | $164,790 | $158,972 |
| Janice Brennan | $176,570 | $170,274 | $161,980 | $160,419 | $144,762 |
| Susan Eagan | — | — | — | — | $155,030 |
| Mike Billnitzer | $153,031 | $147,029 | $140,249 | $138,886 | — |
| Farida Ejaz | — | $145,589 | $150,378 | $147,470 | $139,194 |
| Dabney Conwell | $145,721 | $138,742 | $130,580 | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Advances support for older adults and their caregivers through applied research, professional training, and public education programs to improve aging services.
Questions for Benjamin Rose Institute
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The center for research and education (cre), conducts applied aging studies that enhance the lives of older adults and the family members, friends and professionals who care for them. Cre conducts education and training programs to disseminate the latest information about aging issues and best practices in the field of aging services and…
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2024 990, line by line.
Download 990
| Line | Start FY24 | End FY24 |
|---|---|---|
| Cash and savingsLn 1–2 | $1.0M | $884K |
| InvestmentsLn 11–13 | $46.3M | $49.4M |
| Land, buildings, equipmentLn 10c | $10.1M | $10.1M |
| Total assetsLn 16 | $171.9M | $182.7M |
| LiabilitiesLn 26 | $11.6M | $10.9M |
| Net assetsLn 32 | $160.2M | $171.8M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $1.7M | $1.7M | ||
| Grants to domestic individualsLn 2 | $113K | $113K | ||
| Pay of current officers, directors and key staffLn 5 | $566K | $184K | $382K | |
| Other salaries and wagesLn 7 | $2.3M | $1.6M | $616K | $116K |
| Pension plan contributionsLn 8 | $175K | $69K | $95K | $11K |
| Other employee benefitsLn 9 | $351K | $273K | $78K | |
| Payroll taxesLn 10 | $229K | $109K | $113K | $6K |
| Legal feesLn 11b | $42K | $2K | $40K | |
| Accounting feesLn 11c | $112K | $112K | ||
| Investment management feesLn 11f | $100K | $100K | ||
| Other fees for servicesLn 11g | $917K | $760K | $104K | $53K |
| Advertising and promotionLn 12 | $394K | $15K | $341K | $38K |
| Office expensesLn 13 | $169K | $26K | $137K | $6K |
| OccupancyLn 16 | $36K | $27K | $6K | $3K |
| TravelLn 17 | $61K | $45K | $16K | $552 |
| Conferences, conventions and meetingsLn 19 | $22K | $15K | $7K | $195 |
| InterestLn 20 | $95K | $21K | $68K | $6K |
| Depreciation, depletion and amortizationLn 22 | $176K | $39K | $126K | $10K |
| InsuranceLn 23 | $91K | $10K | $79K | $2K |
| Other expenses (24a–d)Ln 24 | $207K | $118K | $68K | $21K |
| All other expensesLn 24e | $40K | $3K | $36K | $169 |
| Total functional expensesLn 25 | $8.0M | $5.2M | $2.5M | $273K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest Viewing | $9.1M | $8.0M | $1.1M | $171.8M | 990 PDF |
| FY2023 | $8.5M | $7.6M | $885K | $160.2M | 990 PDF |
| FY2022 | $7.5M | $7.2M | $345K | $149.9M | 990 PDF |
| FY2021 | $14.5M | $10.5M | $4.0M | $176.1M | 990 PDF |
| FY2020 | $11.8M | $10.5M | $1.4M | $155.1M | 990 PDF |
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Schedules filed Part IV
See the full FY2024 990 (6 parts)
Part I · Summary $9,102,447 revenue, 12 lines filed
Part VI · Governance 24 of 24 board members independent, no flags
Part VIII · Statement of revenue $9,102,447 across 11 lines filed
Part IX · Statement of functional expenses $7,957,276 across 21 lines filed
Part X · Balance sheet $182,703,957 assets, 19 lines filed
Part XI · Reconciliation of net assets $171,774,125 net assets at year end
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
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