Civic Intelligence

Colonial Senior Services Inc.

990 • Fiscal year 2014 • EIN 31-1596262

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

Organization ProfileN/A

View Organization Page

230 Ludlow Street45011

(513) 785-4742

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.39x

Higher debt load relative to assets than 57% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

69th percentile

0.85x

Higher debt load relative to revenue than 69% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

61st percentile

8.0%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$302,335

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

44th percentile

3.9%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$58,574,110

Up $2,205,720 (+3.9%) from 2013

Net Assets

Up

$35,981,766

Up $2,574,497 (+7.7%) from 2013

Liabilities

Down

$22,592,344

Down $368,777 (-1.6%) from 2013

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin61st percentile

Revenue

$26,662,613

No earlier filing loaded for comparison.

Expenses

Up

$24,541,085

Up $798,938 (+3.4%) from 2013

Net Income

$2,121,528

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $50,596,723Liabilities 2010: $22,700,770Net Assets 2010: $27,895,9532010Assets 2011: $54,531,539Liabilities 2011: $24,268,931Net Assets 2011: $30,262,6082011Assets 2012: $55,790,764Liabilities 2012: $24,384,918Net Assets 2012: $31,405,8462012Assets 2013: $56,368,390Liabilities 2013: $22,961,121Net Assets 2013: $33,407,2692013Assets 2014: $58,574,110Liabilities 2014: $22,592,344Net Assets 2014: $35,981,7662014Assets 2015: $71,084,609Liabilities 2015: $33,806,214Net Assets 2015: $37,278,3952015Assets 2016: $69,485,702Liabilities 2016: $31,204,128Net Assets 2016: $38,281,5742016Assets 2017: $70,283,011Liabilities 2017: $31,698,184Net Assets 2017: $38,584,8272017Assets 2018: $75,162,261Liabilities 2018: $31,084,932Net Assets 2018: $44,077,3292018Assets 2019: $74,703,010Liabilities 2019: $29,729,090Net Assets 2019: $44,973,9202019Assets 2020: $77,407,314Liabilities 2020: $32,150,027Net Assets 2020: $45,257,2872020Assets 2021: $79,845,037Liabilities 2021: $33,547,785Net Assets 2021: $46,297,2522021Assets 2022: $81,166,845Liabilities 2022: $40,051,083Net Assets 2022: $41,115,7622022Assets 2023: $82,938,200Liabilities 2023: $39,821,041Net Assets 2023: $43,117,1592023Assets 2024: $118,204,882Liabilities 2024: $75,859,750Net Assets 2024: $42,345,1322024Assets 2025: $141,192,960Liabilities 2025: $98,218,084Net Assets 2025: $42,974,8762025

Highlighted filing

2014

Assets$58,574,110
Liabilities$22,592,344
Net Assets$35,981,766
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $20,765,2042010Expenses 2011: $22,160,8112011Expenses 2012: $23,489,5612012Expenses 2013: $23,742,1472013Revenue 2014: $26,662,613Expenses 2014: $24,541,085Net Income 2014: $2,121,5282014Revenue 2015: $27,484,380Expenses 2015: $25,271,467Net Income 2015: $2,212,9132015Revenue 2016: $26,788,535Expenses 2016: $24,947,163Net Income 2016: $1,841,3722016Revenue 2017: $27,534,669Expenses 2017: $26,619,206Net Income 2017: $915,4632017Revenue 2018: $34,076,307Expenses 2018: $29,460,449Net Income 2018: $4,615,8582018Revenue 2019: $31,784,576Expenses 2019: $30,057,532Net Income 2019: $1,727,0442019Revenue 2020: $31,035,695Expenses 2020: $30,244,199Net Income 2020: $791,4962020Revenue 2021: $27,642,805Expenses 2021: $27,237,396Net Income 2021: $405,4092021Revenue 2022: $32,457,963Expenses 2022: $30,710,843Net Income 2022: $1,747,1202022Revenue 2023: $32,982,737Expenses 2023: $32,389,665Net Income 2023: $593,0722023Revenue 2024: $39,413,677Expenses 2024: $40,395,641Net Income 2024: -$981,9642024Revenue 2025: $51,776,918Expenses 2025: $50,268,494Net Income 2025: $1,508,4242025

Highlighted filing

2014

Revenue$26,662,613
Expenses$24,541,085
Net Income$2,121,528
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$26,664,061
Mission and Program Overview

Mission

To encourage active living, inspire lifelong learning, and provide services and leadership to strengthen the community.

Colonial's mission is to encourage active living, inspire lifelong leraning, and provide services and leadership to strengthen the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$42,739,166$42,279,488▼ $459,678
Investments Program Related$7,869,781$9,170,668▲ $1,300,887
Accounts Receivable$3,216,955$3,568,837▲ $351,882
Cash and Non-Interest-Bearing Accounts$1,588,138$2,073,787▲ $485,649
Prepaid Expenses and Deferred Charges$302,716$547,815▲ $245,099
Pledges and Grants Receivable$34,364$239,497▲ $205,133
Inventories for Sale or Use$119,265$115,750▼ $3,515
Intangible Assets$49,433$44,493▼ $4,940
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Total Assets$56,368,390$58,574,110▲ $2,205,720
Other Assets Total$448,572$533,775▲ $85,203
Liabilities
Other Liabilities$14,953,702$14,804,027▼ $149,675
Mortgage Notes Payable Secured by Investment Property$5,820,042$5,521,617▼ $298,425
Accounts Payable and Accrued Expenses$1,738,806$2,266,700▲ $527,894
Grants Payable$448,571--
Total Liabilities$22,961,121$22,592,344▼ $368,777
Net Assets / Fund Balance
Unrestricted Net Assets$28,609,022$30,036,878▲ $1,427,856
Temporarily Rstr Net Assets$4,057,687$5,204,328▲ $1,146,641
Permanently Rstr Net Assets$740,560$740,560→ $0
Total Net Assets Fund Balance$33,407,269$35,981,766▲ $2,574,497
Total Liabilities and Net Assets / Fund Balance$56,368,390$58,574,110▲ $2,205,720

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$36,381,504$19,932,829$56,314,333
Other Land Buildings$1,493,232$5,478,565$6,971,797
Leasehold Improvements$2,387,249$2,588,098$4,975,347
Land$1,905,645-$1,905,645
Equipment$111,858$558,170$670,028
Compensation and Service Providers
Top Officer Pay45th percentile

Board Members and Trustees

NameTitle
Daniel G GriesingerChairman
Marcia P KoenigPresident
W Scott HartfordVice Chair
Cynthia SteverTrustee
Gregory KinchTrustee
Jeffrey R Leipzig MdTrustee
John Clements DmdTrustee
Nancy SandersTrustee
Niki MotleyTrustee
Robert YoungTrustee
Stephan C SullivanTrustee
Jeffrey P ThurmanCEO
Mark R ZoellnerCFO
Kristi CampbellSecretary
Brian MarischenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Rehabcare Group INCPatient Therapy-$1,783,593
City Of HamiltonUtility-$813,088
US Foodservice INCFood Supplier-$707,767
Night Owl Cleaning ServicesCleaning Services-$270,401
Hydroworx InternationalOther-$240,480
Revenue and Support

Revenue Composition

Contributions and Grants
$413,291
Program Service Revenue
$25,914,892
Investment Income
$334,430
Other Revenue
$0
All Other Contributions
$413,291
Change in Net Assets
$2,121,528

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,662,613
Total Revenue per Audited Statements
$26,662,613
Total Revenue per Form 990
$26,662,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,544,400
Salaries, Compensation, and Employee Benefits$10,976,833
Total Fundraising Expense$221,431
Grants and Similar Amounts Paid$19,852
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,901,582-$130,377$9,031,959
Fees for Services Other$2,775,600$268,584-$3,044,184
Depreciation Depletion$2,170,589$75,894$409$2,246,892
Other Employee Benefits$1,898,519$33,592$12,763$1,944,874
Occupancy$1,844,634$7,141-$1,851,775
Other Expenses$496,055$33,542$63,814$593,411
Insurance$299,149$266,994-$566,143
Advertising$134,144$79,447$10,292$223,883
Interest$126,951--$126,951
Grants to Domestic Orgs$19,852--$19,852
Total Functional Expenses$23,542,084$777,570$221,431$24,541,085

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,541,085
Total Expenses per Audited Statements$24,541,085
Total Expenses per Form 990$24,541,085
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance Occupancy Fees Refundable$14,270,252
Other non-current liabilities$533,775

Bond Issues

BondIssuerIssuedIssue PricePurpose
A-2004-04-01$3,800,000Expansion of the berkeley squa

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The copy of 990 was reviewed by the governing body prior to filing the return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board is required to file annually a conflict of interest statement for colonial senior services. All issues are reviewed and immediately resolved.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The executive committee is responsible for performing top management compensation packages including benefits.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
31-1596262
Phone
5137854742

Signing Officer

Name
Mark Zoellner
Title
CFO
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
588
Volunteers
400

Preparer

Preparer
Mary E Cornett
Phone
5138637666
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Sop 90-8 adjustment = -$237599”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfer to parent company = -$300000”

Raw XML AppendixShowing 400 of 741 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01738806
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02266700
IRS990/AccountsReceivableGrp/BOYAmt03216955
IRS990/AccountsReceivableGrp/EOYAmt03568837
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0COLONIAL'S MISSION IS TO ENCOURAGE ACTIVE LIVING, INSPIRE LIFELONG LERANING, AND PROVIDE SERVICES AND LEADERSHIP TO STRENGTHEN THE COMMUNITY
IRS990/AdvertisingGrp/FundraisingAmt010292
IRS990/AdvertisingGrp/ManagementAndGeneralAmt079447
IRS990/AdvertisingGrp/ProgramServicesAmt0134144
IRS990/AdvertisingGrp/TotalAmt0223883
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0413291
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MARK R ZOELLNER
IRS990/BooksInCareOfDetail/PhoneNum05137854742
IRS990/BooksInCareOfDetail/USAddress/AddressLine10230 LUDLOW STREET
IRS990/BooksInCareOfDetail/USAddress/City0HAMILTON
IRS990/BooksInCareOfDetail/USAddress/State0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCode045011
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01588138
IRS990/CashNonInterestBearingGrp/EOYAmt02073787
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01783593
IRS990/ContractorCompensationGrp/CompensationAmt1707767
IRS990/ContractorCompensationGrp/CompensationAmt2813088
IRS990/ContractorCompensationGrp/CompensationAmt3270401
IRS990/ContractorCompensationGrp/CompensationAmt4240480
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10680 SOUTH FOURTH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine115445 SPELLMIRE DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine12345 HIGH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine13HIGH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine14HIGH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0LOUISVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1WEST CHESTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City2HAMILTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City3HAMILTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City4HAMILTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0KY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State2OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State3OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State4OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode040202
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode145046
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode245011
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode345011
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode445011
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10REHABCARE GROUP INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11US FOODSERVICE INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine12CITY OF HAMILTON
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine13NIGHT OWL CLEANING SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine14HYDROWORX INTERNATIONAL
IRS990/ContractorCompensationGrp/ServicesDesc0PATIENT THERAPY
IRS990/ContractorCompensationGrp/ServicesDesc1FOOD SUPPLIER
IRS990/ContractorCompensationGrp/ServicesDesc2UTILITY
IRS990/ContractorCompensationGrp/ServicesDesc3CLEANING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc4OTHER
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0413291
IRS990/CYGrantsAndSimilarPaidAmt019852
IRS990/CYInvestmentIncomeAmt0334430
IRS990/CYOtherExpensesAmt013544400
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt025914892
IRS990/CYRevenuesLessExpensesAmt02121528
IRS990/CYSalariesCompEmpBnftPaidAmt010976833
IRS990/CYTotalExpensesAmt024541085
IRS990/CYTotalFundraisingExpenseAmt0221431
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt026662613
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0409
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt075894
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02170589
IRS990/DepreciationDepletionGrp/TotalAmt02246892
IRS990/Desc0PROVIDES 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, THE COLONIAL SCHOOLS AND THE COLONIAL FOUNDATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0588
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt023542084
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0268584
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02775600
IRS990/FeesForServicesOtherGrp/TotalAmt03044184
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1210568
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1314182
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1422942
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL G GRIESINGER
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFFREY R LEIPZIG MD
IRS990/Form990PartVIISectionAGrp/PersonNm3CYNTHIA STEVER
IRS990/Form990PartVIISectionAGrp/PersonNm4KRISTI CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN CLEMENTS DMD
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm7W SCOTT HARTFORD
IRS990/Form990PartVIISectionAGrp/PersonNm8NIKI MOTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9GREGORY KINCH
IRS990/Form990PartVIISectionAGrp/PersonNm10BRIAN MARISCHEN
IRS990/Form990PartVIISectionAGrp/PersonNm11STEPHAN C SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK R ZOELLNER
IRS990/Form990PartVIISectionAGrp/PersonNm13MARCIA P KOENIG
IRS990/Form990PartVIISectionAGrp/PersonNm14JEFFREY P THURMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12184271
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13150232
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14279393
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-1448
IRS990/GainOrLossGrp/SecuritiesAmt083323
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsPayableGrp/BOYAmt0448571
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019852
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019852
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt083323
IRS990/GrossReceiptsAmt026664061
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0266994
IRS990/InsuranceGrp/ProgramServicesAmt0299149
IRS990/InsuranceGrp/TotalAmt0566143
IRS990/IntangibleAssetsGrp/BOYAmt049433
IRS990/IntangibleAssetsGrp/EOYAmt044493
IRS990/InterestGrp/ProgramServicesAmt0126951
IRS990/InterestGrp/TotalAmt0126951
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0119265
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0115750
IRS990/InvestmentIncomeGrp/ExclusionAmt0252555
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0252555
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt07869781
IRS990/InvestmentsProgramRelatedGrp/EOYAmt09170668
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt0112
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028557662
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042739166
IRS990/LandBldgEquipBasisNetGrp/EOYAmt042279488
IRS990/LandBldgEquipCostOrOtherBssAmt070837150
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01448
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COLONIAL'S MISSION IS TO ENCOURAGE ACTIVE LIVING, INSPIRE LIFELONG LERANING, AND PROVIDE SERVICES AND LEADERSHIP TO STRENGTHEN THE COMMUNITY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05820042
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05521617
IRS990/NetAssetsOrFundBalancesBOYAmt033407269
IRS990/NetAssetsOrFundBalancesEOYAmt035981766
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt081875
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt081875
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0990568
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07141
IRS990/OccupancyGrp/ProgramServicesAmt01844634
IRS990/OccupancyGrp/TotalAmt01851775
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0448572
IRS990/OtherAssetsTotalGrp/EOYAmt0533775
IRS990/OtherChangesInNetAssetsAmt0-537599
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012763
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt033592
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01898519
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01944874
IRS990/OtherExpensesGrp/Desc0PROF FEES & CONTR SRVCS
IRS990/OtherExpensesGrp/Desc1SUPPLIES & DIETARY
IRS990/OtherExpensesGrp/Desc2TRANSPORTATION & MISC
IRS990/OtherExpensesGrp/FundraisingAmt02180
IRS990/OtherExpensesGrp/FundraisingAmt11596
IRS990/OtherExpensesGrp/FundraisingAmt263814
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09252
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13124
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt233542
IRS990/OtherExpensesGrp/ProgramServicesAmt02516202
IRS990/OtherExpensesGrp/ProgramServicesAmt12358807
IRS990/OtherExpensesGrp/ProgramServicesAmt2496055
IRS990/OtherExpensesGrp/TotalAmt02527634
IRS990/OtherExpensesGrp/TotalAmt12363527
IRS990/OtherExpensesGrp/TotalAmt2593411
IRS990/OtherLiabilitiesGrp/BOYAmt014953702
IRS990/OtherLiabilitiesGrp/EOYAmt014804027
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0130377
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08901582
IRS990/OtherSalariesAndWagesGrp/TotalAmt09031959
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0740560
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0740560
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt034364
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0239497
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0302716
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0547815
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT FEES EARNED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025914892
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025914892
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0135220
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt019625
IRS990/PYInvestmentIncomeAmt0203129
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt011999855
IRS990/PYOtherRevenueAmt0253851
IRS990/PYProgramServiceRevenueAmt025155780
IRS990/PYRevenuesLessExpensesAmt02005833
IRS990/PYSalariesCompEmpBnftPaidAmt011722667
IRS990/PYTotalExpensesAmt023742147

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,574,110
Liabilities
$22,592,344
Net assets
$35,981,766
Revenue
$26,662,613
Expenses
$24,541,085
Net income
$2,121,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$141$98.2$43.0$51.8$50.3$1.51
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$75.9$42.3$39.4$40.4$0.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.9$39.8$43.1$33.0$32.4$0.59
2022Detailed filing. Detailed filing data is available for this year.$81.2$40.1$41.1$32.5$30.7$1.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.8$33.5$46.3$27.6$27.2$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.4$32.2$45.3$31.0$30.2$0.79
2019Detailed filing. Detailed filing data is available for this year.$74.7$29.7$45.0$31.8$30.1$1.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.2$31.1$44.1$34.1$29.5$4.62
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.3$31.7$38.6$27.5$26.6$0.92
2016Detailed filing. Detailed filing data is available for this year.$69.5$31.2$38.3$26.8$24.9$1.84
2015Detailed filing. Detailed filing data is available for this year.$71.1$33.8$37.3$27.5$25.3$2.21
2014Detailed filing. Detailed filing data is available for this year.$58.6$22.6$36.0$26.7$24.5$2.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.4$23.0$33.4$23.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.8$24.4$31.4$23.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.5$24.3$30.3$22.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.6$22.7$27.9$20.8