2025-04-04T09:37:08-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 1111 SUPERIOR AVE SUITE 1250 CLEVELAND OH 44114 990 2023-07-01 874391538 MISSION LINK MISS 5137854054 230 LUDLOW STREET HAMILTON OH 45011 BRIAN KRAUSE CFO 5137854054 2025-04-01 1 1 AMY CIMINELLO P00796388 2165231010 2025-04-01 2023 2025-03-06 01:10:19Z BRIAN KRAUSE 230 LUDLOW STREET HAMILTON OH 45011 78419 0 X N/A X 2022 OH THE CORPORATION IS ORGANIZED AND OPERATED TO PROVIDE, PRIMARILY TO OLDER ADULTS, HOUSING, HEALTH CARE, MENTAL HEALTH AND OTHER SOCIAL SERVICES DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, AND SOCIAL NEEDS OF THE ELDERLY AND OTHER VULNERABLE MEMBERS OF THE COMMUNITY. ITS PURPOSE IS TO IDENTIFY AND DEVELOP INNOVATIVE AND SUSTAINABLE PROGRAMS THAT ENHANCE INDIVIDUAL LIVES, WITH THE VISION OF A COMMUNITY WHERE SUPPORTIVE SERVICES ENSURE ACTIVE, PRODUCTIVE, SOCIAL AND HEALTHY INDIVIDUALS, BASED ON THE VALUES OF PEOPLE, QUALITY, INTEGRITY, COMPASSION AND COMMUNITY. FURTHERMORE, THE CORPORATION IS ORGANIZED TO PERFORM THE FUNCTIONS OF OR TO CARRY OUT THE PURPOSES OF ONE OR MORE OF ITS SUPPORTED ORGANIZATIONS. 13 12 0 12 0 0 0 0 0 0 -353557 77830 0 0 -353557 77830 0 0 0 0 0 0 0 0 0 26339 14076 26339 14076 -379896 63754 3560908 636554 7465 11356 3553443 625198 NONE 0 0 0 0 0 THE CORPORATION IS ORGANIZED AND OPERATED TO PROVIDE, PRIMARILY TO OLDER ADULTS, HOUSING, HEALTH CARE, MENTAL HEALTH AND OTHER SOCIAL SERVICES DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, AND SOCIAL NEEDS OF THE ELDERLY AND OTHER VULNERABLE MEMBERS OF THE COMMUNITY. ITS PURPOSE IS TO IDENTIFY AND DEVELOP INNOVATIVE AND SUSTAINABLE PROGRAMS THAT ENHANCE INDIVIDUAL LIVES, WITH THE VISION OF A COMMUNITY WHERE SUPPORTIVE SERVICES ENSURE ACTIVE, PRODUCTIVE, SOCIAL AND HEALTHY INDIVIDUALS, BASED ON THE VALUES OF PEOPLE, QUALITY, INTEGRITY, COMPASSION AND COMMUNITY. FURTHERMORE, THE CORPORATION IS ORGANIZED TO PERFORM THE FUNCTIONS OF OR TO CARRY OUT THE PURPOSES OF ONE OR MORE OF ITS SUPPORTED ORGANIZATIONS. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BRIAN KRAUSE 5137854054 230 LUDLOW STREET HAMILTON OH 45011 X BRETT KIRKPATRICK PRESIDENT & CEO 6.00 34.00 X X 0 525585 68310 JOHN KIRSCH TREASURER 1.00 6.00 X X 0 0 0 JOHN LEWIS VICE CHAIR 1.00 0.00 X X 0 0 0 RANDY OPPENHEIMER CHAIR 1.00 6.00 X X 0 0 0 NICK ZIEPFEL SECRETARY 1.00 6.00 X X 0 0 0 PETE ABNER TRUSTEE 1.00 6.00 X 0 0 0 MARGARET BAKER TRUSTEE 1.00 6.00 X 0 0 0 NEIL COHEN TRUSTEE 1.00 6.00 X 0 0 0 DR WILLIAM FANT TRUSTEE 1.00 6.00 X 0 0 0 RAQUEL LOVEBERRY TRUSTEE 1.00 6.00 X 0 0 0 ROBIN MILLER TRUSTEE 1.00 6.00 X 0 0 0 LARRY MULLIGAN TRUSTEE 1.00 6.00 X 0 0 0 CLARISSA WARNER TRUSTEE 1.00 0.00 X 0 0 0 BRIAN KRAUSE CHIEF FINANCIAL OFFICER 6.00 34.00 X 0 307287 30948 0 832872 99258 0 0 1 0 0 78419 78419 589 -589 -589 -589 77830 0 0 77830 10185 10185 200 200 3691 3691 14076 0 14076 0 3560908 636554 3560908 636554 7465 11356 7465 11356 X 3553443 625198 3553443 625198 3560908 636554 X 63754 8001 -3000000 X X 0 1 X 1 1 1 X X 4 COLONIAL SENIOR SERVICES 311596262 10 1 0 0 COMMUNITY BEHAVIORAL HEALTH 311806189 7 1 0 0 PARTNERS IN PRIME 310569735 10 1 0 0 LIFESPAN 310536660 7 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 DUE TO RELATED PARTIES 11356 11356 X PART X, LINE 2: COMMUNITY FIRST SOLUTIONS AND SUBSIDIARIES ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2024 AND 2023, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. 0 0 0 0 0 0 0 0 0 BRETT KIRKPATRICK PRESIDENT & CEO 0 363747 0 98687 0 63151 0 49217 0 19093 0 593895 0 0 BRIAN KRAUSE CHIEF FINANCIAL OFFICER 0 251884 0 41858 0 13545 0 9749 0 21199 0 338235 0 0 FORM 990, SCHEDULE J, LINE 3 A RELATED ORGANIZATION, COMMUNITY FIRST SOLUTIONS, USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE GOVERNING BODY PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR SHALL FILE ANNUALLY A DISCLOSURE REPORT ON A FORM PREPARED BY THE CORPORATION AND APPROVED BY THE DIRECTORS, WHEREBY THE INDIVIDUAL DIRECTORS ARE PROVIDED A MEANS OF DISCLOSING ALL OUTSIDE INTERESTS WHICH MAY CREATE DUALITY OF INTEREST, OR POTENTIAL CONFLICTS OF INTEREST, AS THEY CONDUCT AFFAIRS OF THE CORPORATION. ANY DIRECTOR HAVING A DUALITY OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS OR HER PERSONAL INTEREST ON THE MATTER, AND HE OR SHE SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHOULD REFLECT THE DISCLOSURE AND THE ABSTENTION FROM VOTING AND ITS EFFECT ON THE QUORUM. THE FOREGOING REQUIREMENTS SHOULD NOT BE CONSTRUED AS PREVENTING ANY DIRECTORS FROM BRIEFLY STATING HIS OR HER POSITION IN A MATTER, NOR FROM ANSWERING PERTINENT QUESTIONS OF OTHER DIRECTORS AS HIS OR HER KNOWLEDGE MAY BE OF ASSISTANCE TO THE OTHER DIRECTORS IN THEIR DELIBERATIONS. FORM 990, PART VI, SECTION B, LINE 15 A RELATED ORGANIZATION, COMMUNITY FIRST SOLUTIONS, USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION B THE PARENT COMPANY, COMMUNITY FIRST SOLUTIONS, OPERATES A SHARED SERVICES ACCOUNTS PAYABLE MODEL FOR ALL ITS SUBSIDIARIES WHICH MAKES PAYMENTS TO MOST VENDORS AND ISSUES THE 1099S. THERE ARE SOME INDIVIDUAL INDEPENDENT CONTRACTORS THAT ARE PAID THROUGH THE PAYROLL SYSTEM AND IN THOSE INSTANCES THE PAYMENTS AND 1099 IS ISSUED UNDER THE SUBSIDIARY'S TAX ID. FORM 990, PART XI, LINE 9: TRANSFER TO RELATED ORGANIZATION -3,000,000. PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR. COLONIAL SENIOR SERVICES 230 LUDLOW STREET HAMILTON OH 45011 311596262 SENIOR SERVICES OH 501(C)(3) LINE 10 COMMUNITY FIRST SOLUTIONS 0 COMMUNITY BEHAVIORAL HEALTH 230 LUDLOW STREET HAMILTON OH 45011 311806189 CHARITABLE BEHAVIORAL HEALTH OH 501(C)(3) LINE 7 COMMUNITY FIRST SOLUTIONS 0 PARTNERS IN PRIME 230 LUDLOW STREET HAMILTON OH 45011 310569735 SENIOR CENTERS OH 501(C)(3) LINE 10 COMMUNITY FIRST SOLUTIONS 0 COMMUNITY FIRST SOLUTIONS 230 LUDLOW STREET HAMILTON OH 45011 311150845 PARENT COMPANY OH 501(C)(3) LINE 12C, III-FI N/A 0 LIFESPAN 230 LUDLOW STREET HAMILTON OH 45011 310536666 SOCIAL SERVICES OH 501(C)(3) LINE 7 COMMUNITY FIRST SOLUTIONS 0 COMMUNITY FIRST PHARMACY 230 LUDLOW STREET HAMILTON OH 45011 260653514 COMMUNITY PHARMACY OH N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1