2025-04-04T09:36:31-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 1111 SUPERIOR AVE SUITE 1250 CLEVELAND OH 44114 990 2023-07-01 311596262 COLONIAL SENIOR SERVICES COLO 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 39413677 0 X N/A X 1998 OH TO ENCOURAGE ACTIVE LIVING, INSPIRE LIFELONG LEARNING, AND PROVIDE SERVICES AND LEADERSHIP TO STRENGTHEN THE COMMUNITY. 17 16 585 16 2608 1433 3181562 266482 30218512 37599101 -705255 748479 287918 799615 32982737 39413677 1000 8500 0 0 14856158 20128334 0 0 0 17532507 20258807 32389665 40395641 593072 -981964 82938200 118204882 39821041 75859750 43117159 42345132 TO ENCOURAGE ACTIVE LIVING, INSPIRE LIFELONG LEARNING, AND PROVIDE SERVICES AND LEADERSHIP TO STRENGTHEN THE COMMUNITY. 0 0 35686497 8500 38385395 PROVIDES HEALTH CARE, HOME CARE, AND OTHER TAX EXEMPT SERVICES IN THE COMMUNITY CONSISTING OF THE OPERATIONS OF THE WESTOVER RETIREMENT COMMUNITY, BERKELEY SQUARE RETIREMENT COMMUNITY, JAMESTOWNE, THE COLONIAL SCHOOL, AND MONTAGE MASON. 35686497 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 585 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 1 0 X BRIAN KRAUSE 5137854750 230 LUDLOW STREET HAMILTON OH 45011 X BRETT KIRKPATRICK PRESIDENT & CEO 6.00 34.00 X X 0 525585 68310 DR WILLIAM FANT VICE CHAIR 1.00 5.00 X X 0 0 0 JOHN KIRSCH TREASURER 1.00 5.00 X X 0 0 0 RANDY OPPENHEIMER SECRETARY 1.00 5.00 X X 0 0 0 NICK ZIEPFEL CHAIR 1.00 5.00 X X 0 0 0 PETE ABNER TRUSTEE 1.00 5.00 X 0 0 0 MARGARET BAKER TRUSTEE 1.00 5.00 X 0 0 0 NEIL COHEN TRUSTEE 1.00 5.00 X 0 0 0 TIMOTHY EGLOFF TRUSTEE 1.00 4.00 X 0 0 0 DAN GRIESINGER TRUSTEE 1.00 4.00 X 0 0 0 CATHY KUHL TRUSTEE 1.00 4.00 X 0 0 0 RAQUEL LOVEBERRY TRUSTEE 1.00 5.00 X 0 0 0 ROBIN MILLER TRUSTEE 1.00 5.00 X 0 0 0 LARRY MULLIGAN TRUSTEE 1.00 5.00 X 0 0 0 ANDREW SCHUSTER TRUSTEE 1.00 4.00 X 0 0 0 ROB WEIGEL TRUSTEE 1.00 4.00 X 0 0 0 JON WHALEN TRUSTEE 1.00 4.00 X 0 0 0 BRIAN KRAUSE CHIEF FINANCIAL OFFICER 6.00 34.00 X 0 307287 30948 KELLEY LAWRENCE VP HEALTH SERVICES 20.00 20.00 X 0 198389 7185 ANGIE DIEFENBACHER NURSE MANAGER, RN 40.00 0.00 X 149888 0 10090 AMY WYLIE AVP, HEALTH SERVICES 40.00 0.00 X 148982 0 18400 SHELLY HENDERSON SR DIRECTOR, SALES STRATEGY 40.00 0.00 X 141419 0 9454 MIRANDA STITCHANOFF AVP, HEALTH SERVICES 40.00 0.00 X 130856 0 4572 TRISHA MILLER NURSE MANAGER, RN 40.00 0.00 X 130723 0 10994 701868 1031261 159953 7 0 1 0 0 266482 11134 266482 CLIENT FEES EARNED 623990 33948609 33948609 RESIDENCY FEES 623990 3650492 3650492 37599101 356044 356044 13321 0 13321 13321 2608 10713 392435 0 392435 392435 392435 COACH HOUSE TAVERN 900099 501574 501574 GIFT SHOP REVENUE 623990 253000 253000 RELATED ENTITY REVENUE 900099 12051 12051 19669 19669 786294 39413677 38385395 2608 759192 8500 8500 17188155 14760290 2427865 386405 340919 45486 1300835 1147706 153129 1252939 1105448 147491 1428 1428 64703 64703 3715974 3152599 563375 262383 108215 154168 2318271 2308638 9633 2166594 1831042 335552 323978 20259 303719 90559 90559 1654112 1565692 88420 4914349 4566370 347979 546301 529221 17080 REPAIRS & MAINTENANCE 1414809 1378307 36502 FOOD & BEVERAGE SUPPLIE 1266396 1253782 12614 MEDICAL SUPPLIES 1029318 1029318 DUES AND SUBSCRIPTIONS 66328 66328 423304 423304 40395641 35686497 4709144 0 3682 9266 24578 577 5679268 4232239 6738 26119 314404 483047 153692631 60050206 66398085 93642425 9478581 13870349 1032864 5940860 82938200 118204882 26571327 27951728 30590 13220 21159172 13219124 26735630 39821041 75859750 X 41756013 41262171 1361146 1082961 43117159 42345132 82938200 118204882 -981964 209937 0 X X 0 1 X 1 1 1 X 1914538 1704935 3898035 3181562 266482 10965552 28603812 24751284 27584112 30500845 38385395 149825448 30518350 26456219 31482147 33682407 38651877 160791000 0 0 0 160791000 277941 288898 584425 329025 369365 1849654 277941 288898 584425 329025 369365 1849654 30796291 26745117 32066572 34011432 39021242 162640654 0.98860 0.98880 0.01140 0.01110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1428 1428 0 PART II-B, LINE 1: A PORTION OF MEMBERSHIP DUES PAID TO LEADING AGE ARE USED FOR LOBBYING PURPOSES. 0 4510647 4510647 125882308 50760533 75121775 15030790 9289255 5741535 8268886 418 8268468 93642425 INTERCOMPANY RECEIVABLE 1145861 DEPOSITS 509999 GOODWILL 4285000 5940860 INTERCOMPANY PAYABLE 26723731 OTHER LIABILITIES 11899 26735630 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. 1 NURSING SCHOLARSHIP 3 5676 PRESCHOOL SCHOLARSHIPS 3 2824 PART I, LINE 2: SEPARATE ACCOUNT CODES ARE ASSIGNED FOR EACH FUND. EMPLOYEES ARE REQUIRED TO SUBMIT APPLICATIONS AND MEET THE DESIGNATED REQUIREMENTS AND DOCUMENTATION IN ORDER TO BE ELIGIBLE TO RECEIVE FUNDS. IF ELIGIBLE, APPLICANTS ARE SUBMITTED FOR APPROVAL/DENIAL TO THE CORRESPONDING SELECTION COMMITTEE AND THE FUNDS ARE RELEASED. 0 0 0 0 0 0 0 1 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 KELLEY LAWRENCE VP HEALTH SERVICES 0 176718 0 15658 0 6013 0 6793 0 392 0 205574 0 0 AMY WYLIE AVP, HEALTH SERVICES 142100 0 0 0 6882 0 5192 0 13208 0 167382 0 0 0 ANGIE DIEFENBACHER NURSE MANAGER, RN 149575 0 0 0 313 0 5351 0 4739 0 159978 0 0 0 SHELLY HENDERSON SR DIRECTOR, SALES STRATEGY 49688 0 90218 0 1513 0 4985 0 4469 0 150873 0 0 0 PART I, LINE 7 THE SENIOR DIRECTOR OF SALES STRATEGY RECEIVES A COMMISSION PER A POLICY THAT CAN BE REVISED BY SENIOR MANAGEMENT. 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. A COUNTY OF WARREN OHIO 316000058 2023-09-27 21600000 PURCHASE OF ANTHOLOGY OF MASON, A 101 UNIT ASSISTED LIVING FACILITY 0 0 0 A 21600000 21600000 2023 0 0 1 1 A 0 1 1 0 0 0.00970 0.00000 0.00970 0 0 1 A 0 1 0 0 1 1 OLD NATIONAL BANK 6.000000000000 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS COMMUNITY FIRST SOLUTIONS. FORM 990, PART VI, SECTION A, LINE 7A COMMUNITY FIRST SOLUTIONS HAS THE POWER TO ELECT AND APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B COMMUNITY FIRST SOLUTIONS HAS THE POWER TO MAKE CERTAIN GOVERNANCE DECISIONS FOR EXPANSION AND/OR TERMINATION OF SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE GOVERNING BODY PRIOR TO FILING THE 990. HOWEVER, SOME CONFIDENTIAL INFORMATION, SUCH AS DONORS, WAS REDACTED BEFORE SENDING. 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 15B 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 DOCUMENTS AVAILABLE TO THE PUBLIC 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. PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR. COMMUNITY BEHAVIORAL HEALTH 230 LUDLOW STREET HAMILTON OH 45011 311806189 CHARITABLE BEHAVIORAL HEALTH OH 501(C)(3) LINE 7 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 PARTNERS IN PRIME 230 LUDLOW STREET HAMILTON OH 45011 310569735 SENIOR CENTERS OH 501(C)(3) LINE 10 COMMUNITY FIRST SOLUTIONS 0 LIFESPAN 1900 FAIRGROVE AVE RT4 HAMILTON OH 45011 310536660 SOCIAL SERVICES OH 501(C)(3) LINE 7 COMMUNITY FIRST SOLUTIONS 0 MISSION LINK 230 LUDLOW STREET HAMILTON OH 45011 874391538 SUPPORT FOR SENIOR/SOCIAL SERVICES OH 501(C)(3) LINE 12B, II N/A 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 1 0 0 0 1 1 1 1 0 1 1