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Rose Centers for Aging Well LLC

Tax-deductible

Cleveland, OH501(c)(3)Food & Agriculture EIN 47-1749435Revenue $2.9M in FY2024

On file with the IRSbenrose.org11890 Fairhill Rd, 44120-1053 · Cleveland, OHTax-exempt since Aug 2022Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
Run by 12 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 3
filings with a surplus
Average deficit $218K a year · 8% of revenue · last 3 filings
Concern: a surplus in 0 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Plus $1.1M in investments, Pt X · Ln 11–13
Fine: 0.0 months of spending in cash, plus $1.1M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $654K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.3M
80% of total assets
Worth a look: liabilities are 80% of assets; over 65%.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.9M
+8% vs prior year
Spent
$2.9M
To programs
83%
Net assets
$325K
By yearFY2022–FY2024
Revenue
$2.9M
FY2024▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2022$2.5M
FY2023$2.6M
FY2024$2.9M
Expenses
$2.9M
FY2024▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2022$2.7M
FY2023$3.0M
FY2024$2.9M
Net assets
$325K
FY2024▼ -11%
Tap a bar for its year
Net assets by fiscal year
FY2022$607K
FY2023$366K
FY2024$325K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $2.4M Management & general 16% · $475K Fundraising 1% · $31K

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

14 people listed on the 990.

Part VII, Section A · reportable compensation
Dr Teresa Dews
Board Member
$0Pt VII · Sec A
Cynthia H Dunn
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Sue Omori
Board Member
$0Pt VII · Sec A
Carol Dayton
Board Member
$0Pt VII · Sec A
John Orlando
Board Member
$0Pt VII · Sec A
Frank Novak
Board Member
$0Pt VII · Sec A
See Rose Centers for Aging Well LLC executive salaries →

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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

Promotes successful aging by offering programs and services that foster choice and independence.

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Provided by the organization

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1 program · $2.4M · in their own filed words · FY2024
01

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.

$2.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Benjamin Rose InstituteFY2024$634K
Higley Fund of the Cleveland FoundationFY2024$20K
Total grants receivedfrom 2 funders$654K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.9M
Ln 12
Fees for servicesLn 2g$1.7M
Gifts and grantsLn 1h$1.1M
Investment incomeLn 3$70K
Money outPt IX
$2.9M
Ln 25
Programscol B$2.4M
Managementcol C$475K
Fundraisingcol D$31K
Owns and owesPt X
$325K
net assets · Ln 32
Cash and savingsLn 1–2$7K
Total assetsLn 16$1.6M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$70K
Other incomeLn 4–11$6K
Gains on assetsLn 7$35K
Total revenueLn 12$2.9M
Assets in detailPt X, end of year
CashLn 1$7K
Cash and savings togetherLn 1–2$7K
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$302K
Total assetsLn 16$1.6M
LiabilitiesLn 26$1.3M
Net assetsLn 32$325K
OperationsPt I, VI
EmployeesI 50
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$34K$7K
InvestmentsLn 11–13$1.0M$1.1M
Land, buildings, equipmentLn 10c$268K$302K
Total assetsLn 16$1.6M$1.6M
LiabilitiesLn 26$1.2M$1.3M
Net assetsLn 32$366K$325K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.6M$1.2M$317K$23K
Pension plan contributionsLn 8$48K$36K$12K
Other employee benefitsLn 9$291K$231K$54K$6K
Payroll taxesLn 10$112K$94K$18K
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$5K$5K
Other fees for servicesLn 11g$317K$298K$19K
Advertising and promotionLn 12$2K$100$2K
Office expensesLn 13$5K$4K$1K
OccupancyLn 16$61K$31K$30K
TravelLn 17$36K$33K$3K
Conferences, conventions and meetingsLn 19$1K$1K
InterestLn 20$6K$6K
Depreciation, depletion and amortizationLn 22$104K$103K$1K
InsuranceLn 23$51K$50K$845
Other expenses (24a–d)Ln 24$334K$333K$1K
All other expensesLn 24e$4K$3K$2K
Total functional expensesLn 25$2.9M$2.4M$475K$31K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.9M$2.9M−$82K$325K 990 PDF
FY2023 $2.6M$3.0M−$337K$366K 990 PDF
FY2022 $2.5M$2.7M−$234K$607K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,855,703 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,390,083$1,097,712
I-9 Program service revenuePrior year $1,207,022$1,682,147
I-10 Investment incomePrior year $38,246$70,209
I-11 Other revenuePrior year $2,404$5,635
I-12 Total revenuePrior year $2,637,755$2,855,703
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,875,828$2,003,433
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,098,844$934,636
I-18 Total expensesPrior year $2,974,672$2,938,069
I-19 Revenue less expensesPrior year −$336,917−$82,366
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,855,703 across 8 lines filed
VIII-1d Related organizations$634,200
VIII-1f All other contributions, gifts and grants$463,512
VIII-1h Total contributions, gifts and grants$1,097,712
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,682,147$1,682,147
VIII-3 Investment incomeExcluded from tax $35,373$35,373
VIII-7 Net gain or loss on sales of assetsRelated to mission $2,000 · Excluded from tax $32,836$34,836
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $5,635$5,635
VIII-12 Total revenueRelated to mission $1,684,147 · Unrelated business $0 · Excluded from tax $73,844$2,855,703
Part IX · Statement of functional expenses $2,938,069 across 18 lines filed
IX-7 Other salaries and wagesPrograms $1,211,840 · Management $316,873 · Fundraising $23,070$1,551,783
IX-8 Pension plan contributionsPrograms $35,784 · Management $12,314$48,098
IX-9 Other employee benefitsPrograms $231,313 · Management $53,880 · Fundraising $6,032$291,225
IX-10 Payroll taxesPrograms $93,856 · Management $18,471$112,327
IX-11b Legal feesManagement $5,734$5,734
IX-11c Accounting feesManagement $2,250$2,250
IX-11f Investment management feesManagement $4,688$4,688
IX-11g Other fees for servicesPrograms $297,503 · Management $19,187$316,690
IX-12 Advertising and promotionManagement $100 · Fundraising $1,871$1,971
IX-13 Office expensesPrograms $3,764 · Management $1,322$5,086
IX-16 OccupancyPrograms $31,025 · Management $30,292$61,317
IX-17 TravelPrograms $32,867 · Management $3,055$35,922
IX-19 Conferences, conventions and meetingsManagement $1,424$1,424
IX-20 InterestPrograms $5,738$5,738
IX-22 Depreciation, depletion and amortizationPrograms $102,851 · Management $1,330$104,181
IX-23 InsurancePrograms $49,905 · Management $845$50,750
IX-24 Other expenses (24a–d)Programs $333,038 · Management $1,417$334,455
IX-24e All other expensesPrograms $2,730 · Management $1,700$4,430
IX-25 Total functional expensesPrograms $2,432,214 · Management $474,882 · Fundraising $30,973$2,938,069
Part X · Balance sheet $1,589,652 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $34,155$7,340
X-4 Accounts receivableStart of year $293,398$215,419
X-9 Prepaid expenses and deferred chargesStart of year $10,245$7,198
X-10c Land, buildings and equipment, netStart of year $268,068$301,733
X-12 Other securitiesStart of year $1,001,064$1,057,962
X-16 Total assetsStart of year $1,606,930$1,589,652
X-17 Accounts payable and accrued expensesStart of year $216,222$232,760
X-19 Deferred revenue$22,373
X-25 Other liabilitiesStart of year $1,025,074$1,009,175
X-26 Total liabilitiesStart of year $1,241,296$1,264,308
X-27 Net assets without donor restrictionsStart of year $251,800$307,459
X-28 Net assets with donor restrictionsStart of year $113,834$17,885
X-32 Total net assets or fund balancesStart of year $365,634$325,344
X-33 Total liabilities and net assetsStart of year $1,606,930$1,589,652
Part XI · Reconciliation of net assets $325,344 net assets at year end
XI-1 Total revenue$2,855,703
XI-2 Total expenses$2,938,069
XI-3 Revenue less expenses−$82,366
XI-4 Net assets at start of year$365,634
XI-5 Net unrealized gains (losses) on investments$42,076
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$325,344

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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