Nonprofit · EIN 31-1596262
COLONIAL SENIOR SERVICES INC
Tax-exempt · HAMILTON, OH 45011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $51,776,918 | $50,268,494 | $1,508,424 | $141,192,960 | $98,218,084 | $42,974,876 |
| June 30, 2024 | 990 | $39,413,677 | $40,395,641 | -$981,964 | $118,204,882 | $75,859,750 | $42,345,132 |
| June 30, 2023 | 990 | $32,982,737 | $32,389,665 | $593,072 | $82,938,200 | $39,821,041 | $43,117,159 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $271,716
- Program service revenue
- $49,181,938
- Investment income
- $1,200,261
- Net rental income
- $30,509
- Net gain from sales of assets
- $498,978
- Other revenue
- $1,123,003
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $20,917,749
- Salaries, compensation and benefits (total)
- $24,085,660
- Professional fundraising fees
- $0
- Occupancy
- $2,741,836
- Travel
- $379,893
- Depreciation
- $5,945,707
- Program services (functional)
- $44,557,546
- Management and general (functional)
- $5,710,948
Balance sheet and other
- Total assets, start of year
- $118,204,882
- Total assets, end of year
- $141,192,960
- Total liabilities, end of year
- $98,218,084
- Net assets, end of year
- $42,974,876
- Land, buildings and equipment
- $117,634,635
- Publicly traded securities
- $15,526,604
- Net assets without donor restrictions
- $41,980,690
- Net assets with donor restrictions
- $994,186
- Gross unrelated business income
- $3,539
- Gross receipts
- $51,776,918
- Employees
- 795
- Volunteers
- 13
- Year formed
- 1998
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT KIRKPATRICK | PRESIDENT & CEO Trustee or director, Officer | 6 | $0 | $522,563 | $74,628 |
| BRIAN KRAUSE | CHIEF FINANCIAL OFFICER Officer | 6 | $0 | $333,131 | $35,017 |
| KELLEY LAWRENCE | VP HEALTH SERVICES Key employee | 20 | $0 | $215,622 | $7,788 |
| JAKA SMITH | NURSE MANAGER, RN Highest-paid employee | 40 | $140,359 | $0 | $10,974 |
| MIRANDA STITCHANOFF | AVP, HEALTH SERVICES Highest-paid employee | 40 | $138,963 | $0 | $4,855 |
| NICOLE ZVOSEC | SENIOR DIRECTOR, SALES STRATEGY Highest-paid employee | 40 | $130,521 | $0 | $10,785 |
| ANGIE DIEFENBACHER | NURSE MANAGER, RN Highest-paid employee | 40 | $128,832 | $0 | $10,173 |
| KAREN PENDLETON | AVP, QUALITY Highest-paid employee | 40 | $120,759 | $0 | $2,981 |
| DR WILLIAM FANT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICK ZIEPFEL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PETE ABNER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RANDY OPPENHEIMER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW SCHUSTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN KIRSCH | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| JON WHALEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY MULLIGAN | TRUSTEE Trustee or director | 1 | $0 |
| NEIL COHEN | TRUSTEE Trustee or director | 1 | $0 |
| RAQUEL LOVEBERRY | TRUSTEE Trustee or director | 1 | $0 |
| ROB WEIGEL | TRUSTEE Trustee or director | 1 | $0 |
| ROBIN MILLER | TRUSTEE Trustee or director | 1 | $0 |
| TIMOTHY EGLOFF | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT KIRKPATRICK | PRESIDENT & CEO Trustee or director, Officer | 6 | $0 | $525,585 | $68,310 |
| BRIAN KRAUSE | CHIEF FINANCIAL OFFICER Officer | 6 | $0 | $307,287 | $30,948 |
| KELLEY LAWRENCE | VP HEALTH SERVICES Key employee | 20 | $0 | $198,389 | $7,185 |
| AMY WYLIE | AVP, HEALTH SERVICES Highest-paid employee | 40 | $148,982 | $0 | $18,400 |
| ANGIE DIEFENBACHER | NURSE MANAGER, RN Highest-paid employee | 40 | $149,888 | $0 | $10,090 |
| SHELLY HENDERSON | SR DIRECTOR, SALES STRATEGY Highest-paid employee | 40 | $141,419 | $0 | $9,454 |
| TRISHA MILLER | NURSE MANAGER, RN Highest-paid employee | 40 | $130,723 | $0 | $10,994 |
| MIRANDA STITCHANOFF | AVP, HEALTH SERVICES Highest-paid employee | 40 | $130,856 | $0 | $4,572 |
| DR WILLIAM FANT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN KIRSCH | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RANDY OPPENHEIMER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICK ZIEPFEL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PETE ABNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET BAKER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NEIL COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY EGLOFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN GRIESINGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CATHY KUHL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RAQUEL LOVEBERRY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBIN MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY MULLIGAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW SCHUSTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB WEIGEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JON WHALEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT KIRKPATRICK | PRESIDENT & CEO Trustee or director, Officer | 6 | $0 | $409,451 | $68,331 |
| BRIAN KRAUSE | CHIEF FINANCIAL OFFICER Officer | 6 | $0 | $298,475 | $29,644 |
| KELLEY LAWRENCE | VP HEALTH SERVICES Key employee | 20 | $0 | $184,910 | $19,375 |
| SHELLY M HENDERSON | SR DIRECTOR, SALES STRATEGY Highest-paid employee | 40 | $176,569 | $0 | $6,002 |
| AMY WYLIE | AVP, HEALTH SERVICES Highest-paid employee | 32 | $105,191 | $38,321 | $17,526 |
| ANGIE S DIEFENBACHER | NURSE MANAGER, RN Highest-paid employee | 40 | $142,635 | $0 | $9,709 |
| MIRANDA L SITCHANOFF | AVP, HEALTH SERVICES Highest-paid employee | 40 | $125,900 | $0 | $4,398 |
| TRISHA L MILLER | NURSE MANAGER, RN Highest-paid employee | 40 | $109,690 | $0 | $10,715 |
| MARGARET BAKER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR WILLIAM FANT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICK ZIEPFEL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN KIRSCH | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NEIL COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN GRIESINGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CATHY KUHL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RAQUEL LOVEBERRY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBIN MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY MULLIGAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RANDY OPPENHEIMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB WEIGEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JON WHALEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 230 LUDLOW ST, HAMILTON, OH 45011-2903
- In care of
- % ALLISON RADERMACHER
- Principal officer (990 for 2024)
- BRIAN KRAUSE, 230 LUDLOW STREET, HAMILTON, OH 45011
- Signed the 990
- BRIAN KRAUSE, CFO
- Phone
- (513) 785-4054
- Return prepared by
- Plante & Moran PLLC
Mission
TO ENCOURAGE ACTIVE LIVING, INSPIRE LIFELONG LEARNING, AND PROVIDE SERVICES AND LEADERSHIP TO STRENGTHEN THE COMMUNITY.
Program accomplishments
- 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, THE PATTERSON, AND MONTAGE MASON.Expenses $45,133,827 · revenue $50,274,432
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1596262
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $141,192,960
- Income (IRS master file)
- $51,776,918
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $51,776,918 | $50,268,494 | $141,192,960 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $39,413,677 | $40,395,641 | $118,204,882 | XML |
| 990 | June 2023 | $32,982,737 | $32,389,665 | $82,938,200 | XML |
| 990 | June 2022 | $32,457,963 | $30,710,843 | $81,166,845 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1596262).
Questions about COLONIAL SENIOR SERVICES INC
- What is the EIN of COLONIAL SENIOR SERVICES INC?
- The employer identification number (EIN) of COLONIAL SENIOR SERVICES INC is 31-1596262.
- Is COLONIAL SENIOR SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to COLONIAL SENIOR SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COLONIAL SENIOR SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COLONIAL SENIOR SERVICES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLONIAL SENIOR SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COLONIAL SENIOR SERVICES INC?
- The 990 for the year ended June 30, 2025 names BRIAN KRAUSE.
- Who are the officers and directors of COLONIAL SENIOR SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 5 received compensation from the organization.
- How much revenue does COLONIAL SENIOR SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $51,776,918, expenses of $50,268,494 and total assets of $141,192,960 at year end.
Other nonprofits in HAMILTON
- NEIGHBORHOOD HOUSING SERVICES OF HAMILTON INC EIN 31-1353685 · last filed 990 for 2025
- FAMILY PROMISE OF BUTLER COUNTY EIN 47-2155537 · last filed 990 for 2024
- VISION FOR LIFE EIN 87-1961612 · last filed 990-N for 2024
- N H S II OF HAMILTON INC EIN 31-1625894 · last filed 990 for 2025
- BUTLER COUNTY COMMUNITY HEALTH CONSORTIUM EIN 31-1694200 · last filed 990 for 2024
- HAMILTON COMMUNITY FOUNDATION INC EIN 31-6038277 · last filed 990 for 2024
- THE GREAT MIAMI VALLEY YMCA EIN 31-0536719 · last filed 990 for 2025
- COMMUNITY FIRST SOLUTIONS EIN 31-1150845 · last filed 990 for 2025