COMMUNITY FIRST SOLUTIONS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FIRST SOLUTIONS (EIN 31-1150845)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-11
- IRS object ID
- 202041329349300924
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-11T09:53:24-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCM CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST FIFTH STREET SUITE 2100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311150845 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FIRST SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 5137854742 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 LUDLOW STREET | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK R ZOELLNER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5137854742 | PhoneNum |
| Signature | 2020-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN MITTS CPA | PreparerPersonNm |
| PTIN | P01085771 | PTIN |
| Phone | 5135791717 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.135.99.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-05 | IPDt |
| IP Tm | 12:27:39 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72DE0AD39C30B89D8664A23DC29C598D68230036 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA1F73AC4236BA3597D1F45A94FB8C60EF8CFEA1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK R ZOELLNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 LUDLOW STREET | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,214,682 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMUNITY-FIRST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO IDENTIFY AND DEVELOP INNOVATIVE AND SUSTAINABLE PROGRAMS THAT ENHANCE INDIVIDUAL LIVES PROVIDED PRIMARILY THROUGH SUBSIDARY ORGANIZATIONS AND PARTNERSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 865 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $119,362 | PYContributionsGrantsAmt |
| CY Contributions Grants | $225,168 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $404,923 | PYInvestmentIncomeAmt |
| CY Investment Income | $668,299 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,971,338 | PYOtherRevenueAmt |
| CY Other Revenue | $11,073,170 | CYOtherRevenueAmt |
| PY Total Revenue | $11,495,623 | PYTotalRevenueAmt |
| CY Total Revenue | $11,966,637 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,815 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $83,804 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,669,732 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,341,242 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,846,991 | PYOtherExpensesAmt |
| CY Other Expenses | $5,987,933 | CYOtherExpensesAmt |
| PY Total Expenses | $12,544,538 | PYTotalExpensesAmt |
| CY Total Expenses | $11,412,979 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,048,915 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $553,658 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,517,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,672,333 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,123,428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,767,224 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,394,119 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,905,109 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IDENTIFY AND DEVELOP INNOVATIVE AND SUSTAINABLE PROGRAMS THAT ENHANCE INDIVIDUALS LIVES PROVIDED PRIMARILY THROUGH SUBSIDIARY ORGANIZATIONS AND PARTNERSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,986,158 | ExpenseAmt |
| Grant | $83,804 | GrantAmt |
| Revenue | $11,079,679 | RevenueAmt |
| Desc | TO IDENTIFY AND DEVELOP INNOVATIVE AND SUSTAINABLE PROGRAMS THAT ENHANCE INDIVIDUAL LIVES PROVIDED PRIMARILY THROUGH SUBSIDIARY ORGANIZATIONS AND PARTNERSHIPS. | Desc |
| Total Program Service Expenses | $10,986,158 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 179 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 865 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK R ZOELLNER | PersonNm |
| Phone | 5137854742 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 LUDLOW STREET | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45011 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN KIRSCH | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| DANIEL G GRIESINGER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JON WHALEN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROBERT L WEIGEL | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MARC BELLISARIO | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| DR WILLIAM FANT | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| GREG KINCH | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| CATHY KUHL | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| CLARISSA LICHLITER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| BRIAN MARISCHEN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| LYNDA O'CONNOR | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| NICK ZIEPFEL | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| NEIL COHEN | ||||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| RANDY OPPENHEIMER | ||||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| REV JOHN LEWIS | ||||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| MARGARET BAKER | ||||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| BRETT KIRKPATRICK | ||||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $157,727 | $0 | $7,118 | Yes (X) | ||||
| MARK R ZOELLNER | ||||||||||
| CFO | 40.00 | $226,379 | $0 | $13,870 | Yes (X) | |||||
| KELLEY LAWRENCE | ||||||||||
| VP HEALTH SERVICES | 40.00 | $158,121 | $0 | $20,939 | Yes (X) | |||||
| PETER BOXER | ||||||||||
| PSYCHIATRIST | 30.00 | $111,551 | $40,969 | $5,326 | Yes (X) | 10.00 | ||||
| KENNETH TEPE | ||||||||||
| PSYCHIATRIST | 30.00 | $188,109 | $69,027 | $25,133 | Yes (X) | 10.00 | ||||
| LISA HENDERSON | ||||||||||
| FULL TIME EMPLOYEE | 30.00 | $110,510 | $36,828 | $6,040 | 10.00 | Yes (X) | ||||
| LAURA SHEEHAN | ||||||||||
| FULL TIME EMPLOYEE | 40.00 | $148,610 | $0 | $6,805 | Yes (X) | |||||
| TIFFANY PRICE | ||||||||||
| NURSE PRACTITIONER | 30.00 | $122,850 | $44,800 | $3,960 | 10.00 | Yes (X) | ||||
| GINGER JUSTICE | ||||||||||
| NURSE PRACTITIONER | 30.00 | $105,721 | $41,927 | $11,938 | 10.00 | Yes (X) | ||||
| RICHARD BOWER | ||||||||||
| FULL TIME EMPLOYEE | 40.00 | $131,059 | $0 | $10,901 | Yes (X) | |||||
| JEFF THURMAN | ||||||||||
| FORMER CEO | 0.00 | $1,796,398 | $0 | $12,694 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,257,035 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $233,551 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $124,724 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REHABCARE | |||||
| 3125 HAMILTON MASON RD | HAMILTON | OH | 45011 | REHAB CONTRACTED SERVICES | $835,710 |
| NIGHT OWL CLEANING | |||||
| 4761 INDUSTRY DR E | FAIRFIELD | OH | 45014 | HOUSEKEEPING | $835,710 |
| ROUSE HEATING AND AIR | |||||
| 4515 EATON ROAD | HAMILTON | OH | 45013 | HEATING AND AIR COND SERVICES | $544,820 |
| LIFELINE INSTITUTIONAL PHARMACY | |||||
| 3699 SYMMES ROAD | HAMILTON | OH | 45015 | TECHNOLOGY SOLUTIONS | $401,664 |
| MEDICATION MANAGERS LLC | |||||
| 29930 NETWORK PLACE | CHICAGO | IL | 60673 | CONSULTANT PHARMACISTS | $107,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $42,750 | FundraisingAmt |
| All Other Contributions | $182,418 | AllOtherContributionsAmt |
| Total Contributions | $225,168 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253,630 | TotalRevenueColumnAmt |
| Exclusion | $253,630 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,626,754 | SecuritiesAmt |
| Other | $17,376 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,229,461 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $397,293 | SecuritiesAmt |
| Other | $17,376 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414,669 | TotalRevenueColumnAmt |
| Exclusion | $414,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,075 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $42,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,584 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,509 | TotalRevenueColumnAmt |
| Exclusion | -$6,509 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ALLOCATED MANAGEMENT FEE | 900099 | $7,081,577 | $7,081,577 |
| RELATED ENTITY REVENUE | 900099 | $3,522,340 | $3,522,340 |
| CLIENT REVENUE | 900099 | $337,657 | $337,657 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $138,105 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,079,679 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,966,637 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,079,679 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $661,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,804 | TotalAmt |
| Program Services | $83,804 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,092 | TotalAmt |
| Management And General | $405,092 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,417,553 | TotalAmt |
| Program Services | $4,417,553 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,050 | TotalAmt |
| Program Services | $105,050 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,547 | TotalAmt |
| Program Services | $391,818 | ProgramServicesAmt |
| Management And General | $21,729 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,938 | TotalAmt |
| Program Services | $70,938 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,965 | TotalAmt |
| Program Services | $108,965 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195,046 | TotalAmt |
| Program Services | $1,195,046 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,934 | TotalAmt |
| Program Services | $179,934 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,862 | TotalAmt |
| Program Services | $56,862 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718,497 | TotalAmt |
| Program Services | $1,718,497 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,724 | TotalAmt |
| Program Services | $61,724 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,888 | TotalAmt |
| Program Services | $82,888 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,338 | TotalAmt |
| Program Services | $259,338 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,461 | TotalAmt |
| Program Services | $461,461 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,404 | TotalAmt |
| Program Services | $46,404 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DINING SERVICES | $1,087,934 | $1,087,934 |
| OTHER SUPPLIES | $366,720 | $366,720 |
| FEES AND LICENSES | $111,760 | $111,760 |
| EQUIPMENT PURCHASES | $61,170 | $61,170 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,292 | TotalAmt |
| Program Services | $118,292 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,412,979 | TotalAmt |
| Program Services | $10,986,158 | ProgramServicesAmt |
| Management And General | $426,821 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,021,473 | BOYAmt |
| EOY | $215,638 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,366 | BOYAmt |
| EOY | $35,171 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,024 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,593 | BOYAmt |
| EOY | $95,225 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,612 | BOYAmt |
| EOY | $303,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,406,361 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,468,572 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,393,506 | BOYAmt |
| EOY | $9,937,789 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,352,983 | BOYAmt |
| EOY | $9,280,575 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,100,201 | BOYAmt |
| EOY | $49,581,766 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,217,789 | BOYAmt |
| EOY | $1,222,619 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,517,547 | BOYAmt |
| EOY | $70,672,333 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,146,822 | BOYAmt |
| EOY | $3,794,247 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,900 | BOYAmt |
| EOY | $1,230 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,583,666 | BOYAmt |
| EOY | $5,365,524 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,040 | BOYAmt |
| EOY | $3,606,223 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,123,428 | BOYAmt |
| EOY | $12,767,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,394,119 | BOYAmt |
| EOY | $57,905,109 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,394,119 | BOYAmt |
| EOY | $57,905,109 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,517,547 | BOYAmt |
| EOY | $70,672,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $553,658 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$42,668 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| COLONIAL SENIOR SERVICES | ||||
| 311596262 | 10 | Yes (1) | $0 | $0 |
| COMMUNITY FIRST PHARMACY | ||||
| 260653514 | 10 | 0 | $0 | $0 |
| COMMUNITY BEHAVORIAL HEALTH | ||||
| 311806189 | 7 | 0 | $0 | $0 |
| PARTNERS IN PRIME | ||||
| 310569735 | 10 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $444,575 | OtherCostOrOtherBasisAmt |
| Book Value | $444,575 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,496,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,123,443 | DepreciationAmt |
| Book Value | $8,372,808 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,140,315 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,131,424 | DepreciationAmt |
| Book Value | $1,008,891 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $325,220 | OtherCostOrOtherBasisAmt |
| Depreciation | $213,705 | DepreciationAmt |
| Book Value | $111,515 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,937,789 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS IN SUBSIDIARIES | $46,374,800 | F |
| BOND INV ACCOUNT-BRIDGES | $217,301 | F |
| RECEIVABLE FROM RELATED PARTIES | $2,989,665 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $49,581,766 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED PARTIES | Desc |
| Amt | $3,606,223 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,606,223 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2019 AND 2018, 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | COMMUNITY FIRST CLASSIC | Event1Nm |
| Gross Receipts Event1 | $54,825 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $42,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,075 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,000 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,200 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,200 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,184 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $54,825 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $42,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,075 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,200 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,200 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,184 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,584 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,509 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EMPLOYEE ASSISTANCE | 11 | $17,740 |
| EMPLOYEE SCHOLARSHIP | 13 | $11,692 |
| COMMUNITY IMPACT FUND | 5 | $34,916 |
| SCHOOLS AND RESOURCE CENTERS | 5 | $19,456 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRETT KIRKPATRICK | ||||||||||||||
| PRESIDENT & CEO | $157,727 | $0 | $0 | $0 | $0 | $0 | $919 | $0 | $6,199 | $0 | $164,845 | $0 | $0 | $0 |
| MARK R ZOELLNER | ||||||||||||||
| CFO | $226,379 | $0 | $0 | $0 | $0 | $0 | $6,812 | $0 | $7,058 | $0 | $240,249 | $0 | $0 | $0 |
| KELLEY LAWRENCE | ||||||||||||||
| VP HEALTH SERVICES | $158,121 | $0 | $0 | $0 | $0 | $0 | $5,546 | $0 | $15,393 | $0 | $179,060 | $0 | $0 | $0 |
| PETER BOXER | ||||||||||||||
| PSYCHIATRIST | $111,551 | $40,969 | $0 | $0 | $0 | $0 | $0 | $1,434 | $3,892 | $0 | $115,443 | $42,403 | $0 | $0 |
| KENNETH TEPE | ||||||||||||||
| PSYCHIATRIST | $188,109 | $69,027 | $0 | $0 | $0 | $0 | $3,835 | $1,568 | $14,425 | $5,305 | $206,369 | $75,900 | $0 | $0 |
| LISA HENDERSON | ||||||||||||||
| FULL TIME EMPLOYEE | $110,510 | $36,828 | $0 | $0 | $0 | $0 | $3,875 | $919 | $923 | $323 | $115,308 | $38,070 | $0 | $0 |
| LAURA SHEEHAN | ||||||||||||||
| FULL TIME EMPLOYEE | $148,610 | $0 | $0 | $0 | $0 | $0 | $5,226 | $0 | $1,579 | $0 | $155,415 | $0 | $0 | $0 |
| TIFFANY PRICE | ||||||||||||||
| NURSE PRACTITIONER | $122,850 | $44,800 | $0 | $0 | $0 | $0 | $0 | $1,407 | $2,553 | $0 | $125,403 | $46,207 | $0 | $0 |
| GINGER JUSTICE | ||||||||||||||
| NURSE PRACTITIONER | $105,721 | $41,927 | $0 | $0 | $0 | $0 | $2,800 | $1,508 | $4,863 | $2,767 | $113,384 | $46,202 | $0 | $0 |
| JEFF THURMAN | ||||||||||||||
| FORMER CEO | $0 | $0 | $0 | $0 | $1,796,398 | $0 | $5,474 | $0 | $7,220 | $0 | $1,809,092 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 15 | THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR DETERMINING TOP MANAGEMENT COMPENSATION PACKAGES INCLUDING BENEFITS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 230,864. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 230,864. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 917,847. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 917,847. MARKET FEES: PROGRAM SERVICE EXPENSES 46,335. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,335. |
| PART XII, LINE 2C | PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| COLONIAL SENIOR SERVICES | ||||||||||
| 230 LUDLOW STREET | HAMILTON | OH | 45011 | 311596262 | SENIOR SERVICES | OH | 501(C)(3) | LINE 10 | N/A | Yes (1) |
| COMMUNITY FIRST PHARMACY | ||||||||||
| 230 LUDLOW STREET | HAMILTON | OH | 45011 | 260653514 | CHARITABLE COMMUNITY PHARMACY | OH | 501(C)(3) | LINE 10 | N/A | Yes (1) |
| COMMUNITY BEHAVIORAL HEALTH | ||||||||||
| 230 LUDLOW STREET | HAMILTON | OH | 45011 | 311806189 | CHARITABLE BEHAVIORAL HEALTH | OH | 501(C)(3) | LINE 7 | N/A | Yes (1) |
| PARTNERS IN PRIME | ||||||||||
| 230 LUDLOW STREET | HAMILTON | OH | 45011 | 310569735 | SENIOR CENTER | OH | 501(C)(3) | LINE 10 | N/A | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COACH HOUSE CATERING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 LUDLOW | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270223153 | EIN |
| Primary Activities | CATERING | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLONIAL SENIOR SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $10,826 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $182,425 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COLONIAL SENIOR SERVICES | ||
| L | $7,387,191 | COST |
| COLONIAL SENIOR SERVICES | ||
| Q | $34,964,570 | COST |
| COMMUNITY FIRST PHARMACY | ||
| L | $120,000 | COST |
| COMMUNITY FIRST PHARMACY | ||
| Q | $4,670,189 | COST |
| COMMUNITY BEHAVIORAL HEALTH | ||
| J | $239,721 | COST |
| COMMUNITY BEHAVIORAL HEALTH | ||
| L | $2,135,983 | COST |
| COMMUNITY BEHAVIORAL HEALTH | ||
| Q | $12,897,473 | COST |
| PARTNERS IN PRIME | ||
| L | $721,221 | COST |
| PARTNERS IN PRIME | ||
| Q | $1,225,000 | COST |