Civic Intelligence

Colonial Senior Services Inc.

990 • Fiscal year 2021 • EIN 31-1596262

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 15, 2022

Organization ProfileN/A

View Organization Page

230 Ludlow StreetHamilton, OH 45011

(513) 785-4054

Siviq Scores

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

Liabilities / Assets

67th percentile

0.42x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

1.21x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

25th percentile

1.5%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$420,170

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

26th percentile

3.1%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-11%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$79,845,037

Up $2,437,723 (+3.1%) from 2020

Net Assets

Up

$46,297,252

Up $1,039,965 (+2.3%) from 2020

Liabilities

Up

$33,547,785

Up $1,397,758 (+4.3%) from 2020

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin25th percentile

Revenue

Down

$27,642,805

Down $3,392,890 (-11%) from 2020

Expenses

Down

$27,237,396

Down $3,006,803 (-9.9%) from 2020

Net Income

Down

$405,409

Down $386,087 (-49%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2021

Assets$79,845,037
Liabilities$33,547,785
Net Assets$46,297,252
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

2021

Revenue$27,642,805
Expenses$27,237,396
Net Income$405,409
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 15, 2022
Return Version
2020v4.2
Gross Receipts
$32,442,250
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$57,545,727$58,320,294▲ $774,567
Investments in Publicly Traded Securities$10,659,687$17,740,925▲ $7,081,238
Accounts Receivable$9,086,533$3,666,761▼ $5,419,772
Prepaid Expenses and Deferred Charges$47,697$102,077▲ $54,380
Inventories for Sale or Use$19,861$13,582▼ $6,279
Cash and Non-Interest-Bearing Accounts$45,128$1,398▼ $43,730
Total Assets$77,407,314$79,845,037▲ $2,437,723
Other Assets Total$2,681$0▼ $2,681
Liabilities
Accounts Payable and Accrued Expenses$20,985,533$21,573,257▲ $587,724
Mortgage Notes Payable Secured by Investment Property$9,064,923$11,963,716▲ $2,898,793
Tax Exempt Bond Liabilities$1,500,000--
Other Liabilities$385,116$0▼ $385,116
Deferred Revenue$214,455$10,812▼ $203,643
Total Liabilities$32,150,027$33,547,785▲ $1,397,758
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$43,337,163$44,680,595▲ $1,343,432
Net Assets With Donor Restrictions$1,920,124$1,616,657▼ $303,467
Total Net Assets Fund Balance$45,257,287$46,297,252▲ $1,039,965
Total Liabilities and Net Assets / Fund Balance$77,407,314$79,845,037▲ $2,437,723

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$48,594,059$40,599,165$89,193,224
Equipment$4,056,757$7,444,894$11,501,651
Other Land Buildings$3,408,831$310,943$3,719,774
Land$2,260,647-$2,260,647
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa HendersonSr Director, Sales StrategPT$144,571$5,127$149,698
Erin DayVP, Behavioral Health ServicesPT-$145,603$145,603
Myron FridmanChief Clin Officer DesigneePT-$145,341$145,341

Board Members and Trustees

NameTitle
Dan GriesingerChair
Brett KirkpatrickPresident
Nick ZiepfelVice Chair
Jane StrakerTrustee
John KirschTrustee
Neil CohenTrustee
Brian KrauseCFO
Mark R ZoellnerFormer CFO
Ken Tepe MdPsychiatrist (ended 2/19/2021)
Cathy KuhlSecretary/treasurer
Kelly LawrenceVP Health Services
Amy WylieVP, Community Based Servic
Revenue and Support

Revenue Composition

Contributions and Grants
$1,704,935
Program Service Revenue
$24,518,625
Investment Income
$1,186,586
Other Revenue
$232,659
All Other Contributions
$692,008
Change in Net Assets
$405,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,132,733
Salaries, Compensation, and Employee Benefits$12,104,013
Grants and Similar Amounts Paid$650
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,040,267$1,938,379-$9,978,646
Depreciation Depletion$3,404,095$253,810-$3,657,905
Occupancy$2,435,527$521,242-$2,956,769
Fees for Services Other$2,000,164$446,240-$2,446,404
Other Employee Benefits$785,963$379,212-$1,165,175
Payroll Taxes$629,184$303,569-$932,753
All Other Expenses$561,761$78,751-$640,512
Other Expenses$529,443$30,924-$560,367
Insurance$367,946$14,948-$382,894
Interest$280,928$90,038-$370,966
Advertising$39,941$73,398-$113,339
Office Expenses$35,298$24,387-$59,685
Travel$33,269$22,985-$56,254
Information Technology$26,913$6,215-$33,128
Pension Plan Contributions$18,509$8,930-$27,439
Conferences and Meetings$9,785$6,760-$16,545
Grants to Domestic Individuals$650--$650
Total Functional Expenses$22,714,862$4,522,534$0$27,237,396
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
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACounty of Butler Ohio2004-04-01$3,800,000Expansion of the berkeley square

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A--$3,800,000-

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 C, Line 19

“Documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Colonial Senior Services
EIN
31-1596262
Phone
5137854054
Address
230 LUDLOW STREET, HAMILTON, OH 45011

Signing Officer

Name
Brian Krause
Title
CFO
Phone
5137854054
Signed
2022-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Krause
Formed
1998
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
6
Employees
386
Volunteers
7

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
201 EAST FIFTH STREET SUITE 2100, CINCINNATI, OH 45202
Preparer
Annamarie Reilly CPA
Phone
5135791717
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“BAD DEBT -174,427.”

Part X11, Line 2C

“Process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Community first solutions and subsidiaries are exempt from federal income tax under the provisions of internal revenue code section 501(c)(3). The organization is not a private foundation within the meaning of section 509(a) of the internal revenue code. Coach house catering, inc. Is a for profit subsidary of colonial senior services which operates in the food and drink service business. As such, coach house catering, inc. Files a corporate tax return. Income taxes are provided for the tax exempt of transactions reported in the financial statement and consist primarly of current taxes. Federal tax expense and cash paid for income taxes for the fiscal years june 30, 2021 and 2020 are de minimis amounts to the organization. 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, 2021 and 2020, the organization did not have any accrued interest or penalities related to income tax liabilities, and no interest or penalties have been charged to operations for the years then ended.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7200085
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8171287
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9179723
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10140001
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12141982
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13135823
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14203557
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP HEALTH SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt9PSYCHIATRIST (ENDED 2/19/2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP, COMMUNITY BASED SERVIC
IRS990/Form990PartVIISectionAGrp/TitleTxt11SR DIRECTOR, SALES STRATEG
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF CLIN OFFICER DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP, BEHAVIORAL HEALTH SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt14FORMER CFO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-745
IRS990/GainOrLossGrp/SecuritiesAmt0898433
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt01012927
IRS990/GrantAmt0650
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0650
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0650
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05697133
IRS990/GrossReceiptsAmt032442250
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06215
IRS990/InformationTechnologyGrp/ProgramServicesAmt026913
IRS990/InformationTechnologyGrp/TotalAmt033128
IRS990/InsuranceGrp/ManagementAndGeneralAmt014948
IRS990/InsuranceGrp/ProgramServicesAmt0367946
IRS990/InsuranceGrp/TotalAmt0382894
IRS990/InterestGrp/ManagementAndGeneralAmt090038
IRS990/InterestGrp/ProgramServicesAmt0280928
IRS990/InterestGrp/TotalAmt0370966
IRS990/InventoriesForSaleOrUseGrp/BOYAmt019861
IRS990/InventoriesForSaleOrUseGrp/EOYAmt013582
IRS990/InvestmentIncomeGrp/ExclusionAmt0288898
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0288898
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010659687
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017740925
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt048355002
IRS990/LandBldgEquipBasisNetGrp/BOYAmt057545727
IRS990/LandBldgEquipBasisNetGrp/EOYAmt058320294
IRS990/LandBldgEquipCostOrOtherBssAmt0106675296
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0745
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04798700
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENCOURAGE ACTIVE LIVING, INSPIRE LIFELONG LEARNING, AND PROVIDE SERVICES AND LEADERSHIP TO STRENGTHEN THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt09064923
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt011963716
IRS990/NetAssetsOrFundBalancesBOYAmt045257287
IRS990/NetAssetsOrFundBalancesEOYAmt046297252
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0897688
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0897688
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0808983
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt043337163
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt044680595
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0521242
IRS990/OccupancyGrp/ProgramServicesAmt02435527
IRS990/OccupancyGrp/TotalAmt02956769
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024387
IRS990/OfficeExpensesGrp/ProgramServicesAmt035298
IRS990/OfficeExpensesGrp/TotalAmt059685
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02681
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-174427
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0379212
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0785963
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01165175
IRS990/OtherExpensesGrp/Desc0FOOD & BEVERAGE SUPPLIE
IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2FEES AND LICENSES
IRS990/OtherExpensesGrp/Desc3OTHER SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0113611
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt160798
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2148337
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt330924
IRS990/OtherExpensesGrp/ProgramServicesAmt01871394
IRS990/OtherExpensesGrp/ProgramServicesAmt11001450
IRS990/OtherExpensesGrp/ProgramServicesAmt2642375
IRS990/OtherExpensesGrp/ProgramServicesAmt3529443
IRS990/OtherExpensesGrp/TotalAmt01985005
IRS990/OtherExpensesGrp/TotalAmt11062248
IRS990/OtherExpensesGrp/TotalAmt2790712
IRS990/OtherExpensesGrp/TotalAmt3560367
IRS990/OtherLiabilitiesGrp/BOYAmt0385116
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1RELATED ENTITY REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0219807
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt112852
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0219807
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt112852
IRS990/OtherRevenueTotalAmt0232659
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01938379
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08040267
IRS990/OtherSalariesAndWagesGrp/TotalAmt09978646
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0303569
IRS990/PayrollTaxesGrp/ProgramServicesAmt0629184
IRS990/PayrollTaxesGrp/TotalAmt0932753
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08930
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018509
IRS990/PensionPlanContributionsGrp/TotalAmt027439
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt047697
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0102077
IRS990/PrincipalOfficerNm0BRIAN KRAUSE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT FEES EARNED
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENCY FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021932067
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12586558
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021932067
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12586558
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01914538
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0517345
IRS990/PYOtherExpensesAmt016928310
IRS990/PYOtherRevenueAmt057301
IRS990/PYProgramServiceRevenueAmt028546511
IRS990/PYRevenuesLessExpensesAmt0791496
IRS990/PYSalariesCompEmpBnftPaidAmt013315889
IRS990/PYTotalExpensesAmt030244199
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031035695
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0405409
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt024751284
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01704935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01914538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0548498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02745946
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0597053
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07510970
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0288898
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0277941
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0243211
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0220201
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0214322
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01244573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024751284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028603812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030513622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030644277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026571547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0141084542
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0288898
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0277941
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0243211
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0220201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0214322
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01244573
IRS990ScheduleA/InvestmentIncomeCYPct00.00830

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,845,037
Liabilities
$33,547,785
Net assets
$46,297,252
Revenue
$27,642,805
Expenses
$27,237,396
Net income
$405,409
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
2021Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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