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Governance Register
US nonprofit · EIN 340714482 · Cleveland, OHiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 340714482) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Benjamin Rose Institute's network

26 people18 organisationsi26 people and 18 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (26). Violet dotted lines (31) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

26 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 24 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Nancy A Adams ChairPast Chair2018
8 yrs
Sarah M Dimling ChairChair2018
8 yrs
Amy Scott Gilchrist JD (also filed as Amy Scott - Gilchrist, Amy Scott Gilchrist)Director2018
8 yrs
Annapurna Valluri PHDDirector (Resigned 06/2024)2019
7 yrs
Belva Denmark TibbsVice Chair2018
8 yrs
Connie Hill-JohnsonCompany secretary2018
8 yrs
Cynthia H DunnDirector2018
8 yrs
Denise M Kresevic PHDDirector2018
8 yrs
Diane DowningDirector2018
8 yrs
Dr Teresa DewsDirector2021
5 yrs
Deborah C Enty (also filed as Deborah Enty)Director (Added 10/2024)2018
8 yrs
Eileen McConvilleDirector2020
6 yrs
Elizabeth F Stueber (also filed as Elizabeth Stueber)Director2018
8 yrs
Gina K GunningDirector2023
3 yrs
Hermine Krasny Ostro CPA (also filed as Hermine Krasny Ostro)Director2018
8 yrs
Jennifer I Markworth (also filed as Jennifer Markworth)Director2018
8 yrs
Katherine B HollingsworthDirector2020
6 yrs
Kathryn Bryan PHD (also filed as Kathryn Bryan PhD, Kathryn Bryan, Kathryn Bryan PhD)Director2018
8 yrs
Kathryn KaesbergDirector2018
8 yrs
Lori Lozier Mssa Lisw-S LnhaDirector2021
5 yrs
Michelle Bentzien - PurringtonDirector2024
2 yrs
Nancy M Barnes JDDirector2019
7 yrs
Patricia R Frutig JD (also filed as Patricia R Frutig)Director2018
8 yrs
Sue Omori (also filed as Sue Omori)Director2018
8 yrs
Tiffinae WareTreasurer2023
3 yrs
Yvette M IttuDirector (Resigned 12/2024)2018
8 yrs
Under 5 years5 to 6 years6 years or moreShow all 26 →

Officers and senior leadership

13 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Audra Kessler - BennettVP Institutional Advancement2024
Carol WhitlatchAssistant Directorsince 2018
Dabney ConwellVP & Executive Dir.- RCAWsince 2022
David BassSr VP Researchsince 2018
Farida EjazSr Research Scientist IIsince 2019
Frank CardinaleSr VP Finance & CFOsince 2018
Janice BrennanSr. VP & CFOsince 2020
Mary MaritaSr VP & COOsince 2018
Mike BillnitzerVP & Executive Dir.- ESOPsince 2021
Orion H Bell IVPRESIDENT & CEO (Beg. 4/22/19)since 2019
Richard BrowdiePresident & CEO2018
Roslyn QuartoExecutive Director2018
Susan EaganVP of Strategic Developmentsince 2018

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Orion H Bell IVPresident & CEO31$340k$28k
David BassSr VP Research40$199k$11k
Mary MaritaSr VP & COO16$182k$32k
Janice BrennanSr. VP & CFO32$177k$21k
Mike BillnitzerVP & Executive Dir.12$153k$20k
Dabney ConwellVP & Executive Dir.10$146k$20k
Audra Kessler - BennettVP Institutional Advancement40$127k$29k
Nancy A AdamsPast Chair2$0
Nancy M Barnes JDDirector1$0
Gina K GunningDirector1$0
Kathryn Bryan PhDDirector1$0
Belva Denmark TibbsVice Chair2$0
Dr Teresa DewsDirector1$0
Sarah M DimlingChair4$0
Diane DowningDirector1$0
Cynthia H DunnDirector1$0
Patricia R Frutig JDDirector1$0
Connie Hill-JohnsonSecretary2$0
Katherine B HollingsworthDirector1$0
Yvette M IttuDirector (Resigned 12/2024)1$0
Kathryn KaesbergDirector1$0
Hermine Krasny Ostro CPADirector1$0
Denise M Kresevic PhDDirector1$0
Lori Lozier Mssa Lisw-S LnhaDirector1$0
Michelle Bentzien - PurringtonDirector1$0
Deborah EntyDirector (Added 10/2024)1$0
Jennifer MarkworthDirector1$0
Eileen McConvilleDirector1$0
Sue OmoriDirector1$0
Amy Scott - GilchristDirector1$0
Annapurna Valluri PhDDirector (Resigned 06/2024)1$0
Elizabeth StueberDirector1$0
Tiffinae WareTreasurer1$0

About

Legal name
Benjamin Rose Institute
EIN
340714482
Address
11890 Fairhill Rd, Cleveland, OH, 44120-1053
State
Ohio
Mission
Benjamin rose institute on aging supports caregivers and empowers all people to age well through research, consumer-responsive services and client advocacy. (as filed on the Form 990)
Activity (NTEE)
P750 Human services
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Human Services
Size band
9 (IRS master file code)
Formed
1908
Principal officer
Orion H Bell IV (as named on the Form 990)
IRS ruling date
1 December 1937
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

Longest observed on the filings

≥8years on the filingsNancy A Adams
≥8years on the filingsSarah M Dimling
≥8years on the filingsAmy Scott Gilchrist JD
≥8years on the filingsBelva Denmark Tibbs

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$182.7m
Total liabilities
$10.9m
Net assets or fund balances
$171.8m
Contributions and grants received
$7.4m
Program service revenue
$231k
Grants and similar paid out
$1.9m
Employees
136
Volunteers
50

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$9.1m$8m$1.1m

As filed on the IRS Form 990. US dollars.

Grants paid

3 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Eldercare Services Institute LLCTo support programs$754k
Rose Centers for Aging Well LLCTo support programs$634k
Empowering and Strengthening Ohio's PeopleTo support programs$353k