What the amendment changed
Compared with the return it replaced , filed 11 May 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $25,818 changed to -$353,557
- Total expenses
- $8,013 changed to $26,339
- Investment income
- $25,818 changed to -$353,557
- Total assets, end of year
- $3,515,121 changed to $3,560,908
- Total liabilities, end of year
- $3,516 changed to $7,465
- Net assets or fund balances, end of year
- $3,511,605 changed to $3,553,443
- Management and general expenses
- $8,013 changed to $26,339
Listed under a different title
- Clarissa LichliterCLARISSA LICHLITER: VICE CHAIR then CHAIR
- John LewisJOHN LEWIS: TRUSTEE then SECRETARY
- Randy OppenheimerRANDY OPPENHEIMER: SECRETARY then VICE CHAIR
- Robin MillerROBIN MILLER: CHAIR then TRUSTEE
Totals
- Total revenue
- -$353,557
- Total expenses
- $26,339
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- -$353,557
- Other revenue
- $0
- Total assets, end of year
- $3,560,908
- Total liabilities, end of year
- $7,465
- Net assets or fund balances, end of year
- $3,553,443
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $26,339
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $105,782 · excluded $105,782
-
7b · Less cost or other basis and sales expenses
securities $459,339
-
7c · Gain or loss
securities -$459,339
-
7d · Net gain or loss
total -$459,339 · excluded -$459,339
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $350 · management and general $350
-
11f · Fees: investment management
total $22,390 · management and general $22,390
-
23 · Insurance
total $3,599 · management and general $3,599
Balance sheet
Part X, book values.
-
11 · Investments: publicly traded securities
beginning of year $3,515,121 · end of year $3,560,908
-
25 · Other liabilities
beginning of year $3,516 · end of year $7,465
-
27 · Net assets without donor restrictions
beginning of year $3,511,605 · end of year $3,553,443
Mission and programs · 2022
Mission
NONE
Activities or mission (Part I)
THE CORPORATION IS ORGANIZED AND OPERATED TO PROVIDE, PRIMARILY TO OLDER ADULTS, HOUSING, HEALTH CARE, MENTAL HEALTH AND OTHER SOCIAL SERVICES DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, AND SOCIAL NEEDS OF THE ELDERLY AND OTHER VULNERABLE MEMBERS OF THE COMMUNITY. ITS PURPOSE IS TO IDENTIFY AND DEVELOP INNOVATIVE AND SUSTAINABLE PROGRAMS THAT ENHANCE INDIVIDUAL LIVES, WITH THE VISION OF A COMMUNITY WHERE SUPPORTIVE SERVICES ENSURE ACTIVE, PRODUCTIVE, SOCIAL AND HEALTHY INDIVIDUALS, BASED ON THE VALUES OF PEOPLE, QUALITY, INTEGRITY, COMPASSION AND COMMUNITY. FURTHERMORE, THE CORPORATION IS ORGANIZED TO PERFORM THE FUNCTIONS OF OR TO CARRY OUT THE PURPOSES OF ONE OR MORE OF ITS SUPPORTED ORGANIZATIONS.
-
THE CORPORATION IS ORGANIZED AND OPERATED TO PROVIDE, PRIMARILY TO OLDER ADULTS, HOUSING, HEALTH CARE, MENTAL HEALTH AND OTHER SOCIAL SERVICES DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, AND SOCIAL NEEDS OF THE ELDERLY AND OTHER VULNERABLE MEMBERS OF THE COMMUNITY. ITS PURPOSE IS TO IDENTIFY AND DEVELOP INNOVATIVE AND SUSTAINABLE PROGRAMS THAT ENHANCE INDIVIDUAL LIVES, WITH THE VISION OF A COMMUNITY WHERE SUPPORTIVE SERVICES ENSURE ACTIVE, PRODUCTIVE, SOCIAL AND HEALTHY INDIVIDUALS, BASED ON THE VALUES OF PEOPLE, QUALITY, INTEGRITY, COMPASSION AND COMMUNITY. FURTHERMORE, THE CORPORATION IS ORGANIZED TO PERFORM THE FUNCTIONS OF OR TO CARRY OUT THE PURPOSES OF ONE OR MORE OF ITS SUPPORTED ORGANIZATIONS.
As filed on the 2022 return.
Listed in Part VII
-
Brett KirkpatrickBRETT KIRKPATRICK
PRESIDENT & CEO
- Total calculated
- $477,782
- From this org
- $0
- From related orgs
- $409,451
- Other
- $68,331
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $348,397 related
- Bonus
- $0
- Other
- $0 + $61,054 related
- Deferred
- $0 + $48,855 related
- Nontaxable benefits
- $0 + $19,476 related
- Filer's total
- $0 + $477,782 related
-
Clarissa LichliterCLARISSA LICHLITER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Randy OppenheimerRANDY OPPENHEIMER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
John LewisJOHN LEWIS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Margaret BakerMARGARET BAKER
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Neil CohenNEIL COHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Dr William FantDR WILLIAM FANT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
John KirschJOHN KIRSCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Robin MillerROBIN MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Larry MulliganLARRY MULLIGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Nick ZiepfelNICK ZIEPFEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Brian KrauseBRIAN KRAUSE
CHIEF FINANCIAL OFFICER
- Total calculated
- $328,119
- From this org
- $0
- From related orgs
- $298,475
- Other
- $29,644
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $245,277 related
- Bonus
- $0 + $40,838 related
- Other
- $0 + $12,360 related
- Deferred
- $0 + $9,462 related
- Nontaxable benefits
- $0 + $20,182 related
- Filer's total
- $0 + $328,119 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, SCHEDULE J, LINE 3
- A RELATED ORGANIZATION, COMMUNITY FIRST SOLUTIONS, USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · SENIOR SERVICES · OH
Directly controlled by COMMUNITY FIRST SOLUTIONS
-
501(C)(3) · COMMUNITY PHARMACY · OH
Directly controlled by COMMUNITY FIRST SOLUTIONS
-
501(C)(3) · CHARITABLE BEHAVIORAL HEALTH · OH
Directly controlled by COMMUNITY FIRST SOLUTIONS
-
501(C)(3) · SENIOR CENTERS · OH
Directly controlled by COMMUNITY FIRST SOLUTIONS
-
501(C)(3) · PARENT COMPANY · OH
-
501(C)(3) · SOCIAL SERVICES · OH
Directly controlled by COMMUNITY FIRST SOLUTIONS
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420979349300812
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