Skip to content
Nonprofiteer
← All organizations

COLONIAL SENIOR SERVICES INC

EIN 31-1596262 HAMILTON, OH

Browse the largest nonprofits in Ohio

Revenue 2024
$51,776,918
Expenses 2024
$50,268,494

Program services were 88.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
L22
Classification
1000
Street
230 LUDLOW ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

5 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

TO ENCOURAGE ACTIVE LIVING, INSPIRE LIFELONG LEARNING, AND PROVIDE SERVICES AND LEADERSHIP TO STRENGTHEN THE COMMUNITY.

  • 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, THE PATTERSON, AND MONTAGE MASON.

    Expenses $45,133,827 · Revenue $50,274,432

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Brett Kirkpatrick

    PRESIDENT & CEO

    Total calculated
    $597,191
    From this org
    $0
    From related orgs
    $522,563
    Other
    $74,628
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $412,583 related
    Bonus
    $0 + $45,435 related
    Other
    $0 + $64,546 related
    Deferred
    $0 + $52,017 related
    Nontaxable benefits
    $0 + $22,611 related
    Filer's total
    $0 + $597,192 related
  • Dr William Fant

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Nick Ziepfel

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Pete Abner

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Randy Oppenheimer

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Andrew Schuster

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • John Kirsch

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Jon Whalen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Larry Mulligan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Neil Cohen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Raquel Loveberry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Rob Weigel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Robin Miller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Timothy Egloff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Brian Krause

    CHIEF FINANCIAL OFFICER

    Total calculated
    $368,148
    From this org
    $0
    From related orgs
    $333,131
    Other
    $35,017
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,779 related
    Bonus
    $0 + $31,800 related
    Other
    $0 + $13,552 related
    Deferred
    $0 + $10,962 related
    Nontaxable benefits
    $0 + $24,055 related
    Filer's total
    $0 + $368,148 related
  • Kelley Lawrence

    VP HEALTH SERVICES

    Total calculated
    $223,410
    From this org
    $0
    From related orgs
    $215,622
    Other
    $7,788
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,939 related
    Bonus
    $0 + $19,542 related
    Other
    $0 + $6,141 related
    Deferred
    $0 + $7,396 related
    Nontaxable benefits
    $0 + $392 related
    Filer's total
    $0 + $223,410 related
  • Angie Diefenbacher

    NURSE MANAGER, RN

    Total calculated
    $139,005
    From this org
    $128,832
    From related orgs
    $0
    Other
    $10,173
    Hours/week
    40
  • Jaka Smith

    NURSE MANAGER, RN

    Total calculated
    $151,333
    From this org
    $140,359
    From related orgs
    $0
    Other
    $10,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,359
    Bonus
    $0
    Other
    $0
    Deferred
    $3,639
    Nontaxable benefits
    $7,335
    Filer's total
    $151,333
  • Karen Pendleton

    AVP, QUALITY

    Total calculated
    $123,740
    From this org
    $120,759
    From related orgs
    $0
    Other
    $2,981
    Hours/week
    40
  • Miranda Stitchanoff

    AVP, HEALTH SERVICES

    Total calculated
    $143,818
    From this org
    $138,963
    From related orgs
    $0
    Other
    $4,855
    Hours/week
    40
  • Nicole Zvosec

    SENIOR DIRECTOR, SALES STRATEGY

    Total calculated
    $141,306
    From this org
    $130,521
    From related orgs
    $0
    Other
    $10,785
    Hours/week
    40

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $51,776,918
    Expenses
    $50,268,494
    Contributions
    $271,716
    Grants paid
    $0
  • 2023
    Revenue
    $39,413,677
    Expenses
    $40,395,641
    Contributions
    $266,482
    Grants paid
    $8,500
  • 2022
    Revenue
    $32,982,737
    Expenses
    $32,389,665
    Contributions
    $3,181,562
    Grants paid
    $1,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2021 · 990

    Revenue
    $32,457,963
    Expenses
    $30,710,843
    Assets (EOY)
    $81,166,845
  • 2020 · 990

    Revenue
    $27,642,805
    Expenses
    $27,237,396
    Assets (EOY)
    $79,845,037
  • 2019 · 990

    Revenue
    $31,035,695
    Expenses
    $30,244,199
    Assets (EOY)
    $77,407,314
  • 2018 · 990

    Revenue
    $31,784,576
    Expenses
    $30,057,532
    Assets (EOY)
    $74,703,010
  • 2017 · 990

    Revenue
    $34,076,307
    Expenses
    $29,460,449
    Assets (EOY)
    $75,162,261
  • 2016 · 990

    Revenue
    $27,534,669
    Expenses
    $26,619,206
    Assets (EOY)
    $70,283,011
  • 2015 · 990

    Revenue
    $26,788,535
    Expenses
    $24,947,163
    Assets (EOY)
    $69,485,702
  • 2014 · 990

    Revenue
    $27,484,380
    Expenses
    $25,271,467
    Assets (EOY)
    $71,084,609
  • 2013 · 990

    Revenue
    $26,662,613
    Expenses
    $24,541,085
    Assets (EOY)
    $58,574,110

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.