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Colonial Senior Services INC FY2024 filing

Tax-deductible

Hamilton, OH501(c)(3)Since 1998Housing EIN 31-1596262Revenue $39.4M in FY2024

On file with the IRS230 Ludlow St, 45011-2903 · Hamilton, OHTax-exempt since Nov 2000Publicly supported charity — 170(b)(1)(A)(vi)

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

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$702K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $677K a year · 2% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$702K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Plus $13.9M in investments, Pt X · Ln 11–13
Fine: 0.0 months of spending in cash, plus $13.9M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $62K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$75.9M
64% of total assets
Fine: liabilities are 64% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
16
of 17 voting members
Looks good: 16 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$39.4M
+19% vs prior year
Spent
$40.4M
To programs
88%
Net assets
$42.3M
By yearFY2020–FY2025
Revenue
$39.4M
FY2024▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$31.0M
FY2021$27.6M
FY2022$32.5M
FY2023$33.0M
FY2024$39.4M
FY2025$51.8M
Expenses
$40.4M
FY2024▲ +25%
Tap a bar for its year
Expenses by fiscal year
FY2020$30.2M
FY2021$27.2M
FY2022$30.7M
FY2023$32.4M
FY2024$40.4M
FY2025$50.3M
Net assets
$42.3M
FY2024▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$45.3M
FY2021$46.3M
FY2022$41.1M
FY2023$43.1M
FY2024$42.3M
FY2025$43.0M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $35.7M Management & general 12% · $4.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

24 people listed on the 990; $702K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Angie Diefenbacher
Nurse Manager, RN
$149,888Pt VII · Sec A
Amy Wylie
Avp, Health Services
$148,982Pt VII · Sec A
Shelly Henderson
SR Director, Sales Strategy
$141,419Pt VII · Sec A
Miranda Stitchanoff
Avp, Health Services
$130,856Pt VII · Sec A
Trisha Miller
Nurse Manager, RN
$130,723Pt VII · Sec A
Pete Abner
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Neil Cohen
Trustee
$0Pt VII · Sec A

Jaka Smith’s $140K as Nurse Manager, RN is at the 16th percentile of top reported officer pay among 676 $10–100M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Shelly M Henderson——$176,569$150,277——
Lisa Henderson————$144,571$156,733
Angie Diefenbacher$128,832$149,888————
Amy Wylie—$148,982$105,191———
Angie S Diefenbacher——$142,635$114,230——
Shelly Henderson—$141,419————
Jaka Smith$140,359—————
Miranda Stitchanoff$138,963$130,856————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Colonial Senior Services INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Encourages active living, lifelong learning, and community strengthening services.

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Provided by the organization

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1 program · $35.7M · in their own filed words · FY2023
01

Provides health care, home care, and other tax exempt services in the community consisting of the operations of the westover retirement community, berkeley square retirement community, jamestowne, the colonial school, and montage mason.

$35.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Ohio Child Care Resource and Referral AssociationFY2023$62K
Total grants receivedfrom 1 funder$62K
Grants paid · 2 grants · $8K · 2023–2023
Unitemized GrantFY2023$5,676
Unitemized GrantFY2023$2,824

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$39.4M
Ln 12
Fees for servicesLn 2g$37.6M
Other incomeLn 4–11$800K
Investment incomeLn 3$748K
Money outPt IX
$40.4M
Ln 25
Programscol B$35.7M
Managementcol C$4.7M
Owns and owesPt X
$42.3M
net assets · Ln 32
Cash and savingsLn 1–2$9K
Total assetsLn 16$118.2M
LiabilitiesLn 26$75.9M
PeoplePt VI, VII
24
listed · VII A
PaidVII A5
Voting boardVI 1a17
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$266K
Noncash giftsLn 1g$11K
Fees for servicesLn 2g$37.6M
Investment incomeLn 3$748K
Other incomeLn 4–11$800K
Gains on assetsLn 7$392K
Total revenueLn 12$39.4M
Assets in detailPt X, end of year
CashLn 1$9K
Cash and savings togetherLn 1–2$9K
InvestmentsLn 11–13$13.9M
Land, buildings, equipmentLn 10c$93.6M
Other assetsLn 15$5.9M
Total assetsLn 16$118.2M
LiabilitiesLn 26$75.9M
Net assetsLn 32$42.3M
OperationsPt I, VI
EmployeesI 5422
VolunteersI 69
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$4K$9K
InvestmentsLn 11–13$9.5M$13.9M
Land, buildings, equipmentLn 10c$66.4M$93.6M
Total assetsLn 16$82.9M$118.2M
LiabilitiesLn 26$39.8M$75.9M
Net assetsLn 32$43.1M$42.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$8K$8K
Other salaries and wagesLn 7$17.2M$14.8M$2.4M
Pension plan contributionsLn 8$386K$341K$45K
Other employee benefitsLn 9$1.3M$1.1M$153K
Payroll taxesLn 10$1.3M$1.1M$147K
Lobbying feesLn 11d$1K$1K
Investment management feesLn 11f$65K$65K
Other fees for servicesLn 11g$3.7M$3.2M$563K
Advertising and promotionLn 12$262K$108K$154K
Office expensesLn 13$2.3M$2.3M$10K
OccupancyLn 16$2.2M$1.8M$336K
TravelLn 17$324K$20K$304K
Conferences, conventions and meetingsLn 19$91K$91K
InterestLn 20$1.7M$1.6M$88K
Depreciation, depletion and amortizationLn 22$4.9M$4.6M$348K
InsuranceLn 23$546K$529K$17K
Other expenses (24a–d)Ln 24$3.8M$3.7M$49K
All other expensesLn 24e$423K$423K
Total functional expensesLn 25$40.4M$35.7M$4.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $51.8M$50.3M$1.5M$43.0M 990 PDF
FY2024 Viewing $39.4M$40.4M−$982K$42.3M 990 PDF
FY2023 $33.0M$32.4M$593K$43.1M 990 PDF
FY2022 $32.5M$30.7M$1.7M$41.1M 990 PDF
FY2021 $27.6M$27.2M$405K$46.3M 990 PDF
FY2020 $31.0M$30.2M$791K$45.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $39,413,677 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,181,562$266,482
I-9 Program service revenuePrior year $30,218,512$37,599,101
I-10 Investment incomePrior year −$705,255$748,479
I-11 Other revenuePrior year $287,918$799,615
I-12 Total revenuePrior year $32,982,737$39,413,677
I-13 Grants and similar amounts paidPrior year $1,000$8,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $14,856,158$20,128,334
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $17,532,507$20,258,807
I-18 Total expensesPrior year $32,389,665$40,395,641
I-19 Revenue less expensesPrior year $593,072−$981,964
Part VI · Governance 16 of 17 board members independent, 1 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members16
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $39,413,677 across 9 lines filed
Lines not itemized here account for $19,669 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$266,482
VIII-1g Noncash contributions (included above)$11,134
VIII-1h Total contributions, gifts and grants$266,482
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $37,599,101$37,599,101
VIII-3 Investment incomeExcluded from tax $356,044$356,044
VIII-6 Net rental income or lossUnrelated business $2,608 · Excluded from tax $10,713$13,321
VIII-7 Net gain or loss on sales of assetsExcluded from tax $392,435$392,435
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $766,625$766,625
VIII-12 Total revenueRelated to mission $38,385,395 · Unrelated business $2,608 · Excluded from tax $759,192$39,413,677
Part IX · Statement of functional expenses $40,395,641 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $8,500$8,500
IX-7 Other salaries and wagesPrograms $14,760,290 · Management $2,427,865$17,188,155
IX-8 Pension plan contributionsPrograms $340,919 · Management $45,486$386,405
IX-9 Other employee benefitsPrograms $1,147,706 · Management $153,129$1,300,835
IX-10 Payroll taxesPrograms $1,105,448 · Management $147,491$1,252,939
IX-11d Lobbying feesManagement $1,428$1,428
IX-11f Investment management feesManagement $64,703$64,703
IX-11g Other fees for servicesPrograms $3,152,599 · Management $563,375$3,715,974
IX-12 Advertising and promotionPrograms $108,215 · Management $154,168$262,383
IX-13 Office expensesPrograms $2,308,638 · Management $9,633$2,318,271
IX-16 OccupancyPrograms $1,831,042 · Management $335,552$2,166,594
IX-17 TravelPrograms $20,259 · Management $303,719$323,978
IX-19 Conferences, conventions and meetingsPrograms $90,559$90,559
IX-20 InterestPrograms $1,565,692 · Management $88,420$1,654,112
IX-22 Depreciation, depletion and amortizationPrograms $4,566,370 · Management $347,979$4,914,349
IX-23 InsurancePrograms $529,221 · Management $17,080$546,301
IX-24 Other expenses (24a–d)Programs $3,727,735 · Management $49,116$3,776,851
IX-24e All other expensesPrograms $423,304$423,304
IX-25 Total functional expensesPrograms $35,686,497 · Management $4,709,144 · Fundraising $0$40,395,641
Part X · Balance sheet $118,204,882 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $3,682$9,266
X-3 Pledges and grants receivableStart of year $24,578$577
X-4 Accounts receivableStart of year $5,679,268$4,232,239
X-8 Inventories for sale or useStart of year $6,738$26,119
X-9 Prepaid expenses and deferred chargesStart of year $314,404$483,047
X-10c Land, buildings and equipment, netStart of year $66,398,085$93,642,425
X-11 Publicly traded securitiesStart of year $9,478,581$13,870,349
X-15 Other assetsStart of year $1,032,864$5,940,860
X-16 Total assetsStart of year $82,938,200$118,204,882
X-17 Accounts payable and accrued expensesStart of year $26,571,327$27,951,728
X-19 Deferred revenueStart of year $30,590$13,220
X-20 Tax-exempt bond liabilities$21,159,172
X-25 Other liabilitiesStart of year $13,219,124$26,735,630
X-26 Total liabilitiesStart of year $39,821,041$75,859,750
X-27 Net assets without donor restrictionsStart of year $41,756,013$41,262,171
X-28 Net assets with donor restrictionsStart of year $1,361,146$1,082,961
X-32 Total net assets or fund balancesStart of year $43,117,159$42,345,132
X-33 Total liabilities and net assetsStart of year $82,938,200$118,204,882
Part XI · Reconciliation of net assets $42,345,132 net assets at year end
XI-1 Total revenue$39,413,677
XI-2 Total expenses$40,395,641
XI-3 Revenue less expenses−$981,964
XI-4 Net assets at start of year$43,117,159
XI-5 Net unrealized gains (losses) on investments$209,937
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$42,345,132

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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