2025-04-04T09:35:39-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 1111 SUPERIOR AVE SUITE 1250 CLEVELAND OH 44114 990 2023-07-01 310569735 PARTNERS IN PRIME PART 5137854054 230 LUDLOW STREET HAMILTON OH 45011 BRIAN KRAUSE CFO 5137854054 2025-04-01 1 1 AMY CIMINELLO P00796388 2165231010 2025-04-01 2023 2025-03-06 01:10:19Z BRIAN KRAUSE 230 LUDLOW STREET HAMILTON OH 45011 2412853 0 X PARTNERSINPRIME.ORG X 1956 OH TO PROVIDE ENRICHMENT AND SUPPORT THAT ENABLES THE LIVES OF MATURE ADULTS IN BUTLER COUNTY. 17 16 53 16 0 0 608805 87842 2053903 2325011 20093 0 0 0 2682801 2412853 0 0 0 0 1167110 1273718 0 0 0 857301 1045560 2024411 2319278 658390 93575 2554709 2617662 67717 37095 2486992 2580567 TO PROVIDE ENRICHMENT AND SUPPORT THAT ENABLES THE LIVES OF MATURE ADULTS IN BUTLER COUNTY. 0 0 2004307 0 2325011 PARTNERS IN PRIME PROVIDES TRANSPORTATION, NUTRITION, HEALTH EDUCATION AND RECREATIONAL PROGRAMS TO ADULTS AGE 55 AND OLDER. 2004307 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X BRIAN KRAUSE 5137854750 230 LUDLOW STREET HAMILTON OH 45011 X BRETT KIRKPATRICK PRESIDENT & CEO 6.00 34.00 X X 0 525585 68310 DR WILLIAM FANT VICE CHAIR 1.00 5.00 X X 0 0 0 JOHN KIRSCH TREASURER 1.00 5.00 X X 0 0 0 RANDY OPPENHEIMER SECRETARY 1.00 5.00 X X 0 0 0 NICK ZIEPFEL CHAIR 1.00 5.00 X X 0 0 0 PETE ABNER TRUSTEE 1.00 5.00 X 0 0 0 MARGARET BAKER TRUSTEE 1.00 5.00 X 0 0 0 NEIL COHEN TRUSTEE 1.00 5.00 X 0 0 0 TIMOTHY EGLOFF TRUSTEE 1.00 4.00 X 0 0 0 DAN GRIESINGER TRUSTEE 1.00 4.00 X 0 0 0 CATHY KUHL TRUSTEE 1.00 4.00 X 0 0 0 RAQUEL LOVEBERRY TRUSTEE 1.00 5.00 X 0 0 0 ROBIN MILLER TRUSTEE 1.00 5.00 X 0 0 0 LARRY MULLIGAN TRUSTEE 1.00 5.00 X 0 0 0 ANDREW SCHUSTER TRUSTEE 1.00 4.00 X 0 0 0 ROB WEIGEL TRUSTEE 1.00 4.00 X 0 0 0 JON WHALEN TRUSTEE 1.00 4.00 X 0 0 0 BRIAN KRAUSE CHIEF FINANCIAL OFFICER 6.00 34.00 X 0 307287 30948 0 832872 99258 0 0 1 0 0 87842 87842 GOVERNMENT PROGRAMS 624100 2203898 2203898 PROJECTS & ACTIVITIES 624100 102469 102469 FEES FROM AFFILIATES 624100 18644 18644 2325011 2412853 2325011 0 0 1054360 889729 164631 24874 22213 2661 121627 108614 13013 72857 65062 7795 133 133 44379 6177 38202 10454 10454 51487 50834 653 43241 20488 22753 75367 54772 20595 23245 23245 5996 5996 146993 123397 23596 74120 72962 1158 FOOD & BEVERAGE 516569 515713 856 REPAIRS & MAINTENANCE 49256 46781 2475 BAD DEBT EXPENSE 4320 4320 2319278 2004307 314971 0 173978 175669 164775 404 3533 1088343 749818 370640 338525 1834018 2110829 2554709 2617662 59437 28719 96 8280 8280 67717 37095 X 2414424 2504209 72568 76358 2486992 2580567 2554709 2617662 93575 0 X X 0 1 X 1 1 1 X 115099 131476 222295 608805 87842 1165517 2468648 2200774 1861502 2053903 2325011 10909838 2583747 2332250 2083797 2662708 2412853 12075355 0 0 0 12075355 20168 255 54 20477 20168 255 54 20477 2603915 2332505 2083851 2662708 2412853 12095832 0.99830 0.99400 0.00170 0.00600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10362 7376 2986 119387 114074 5313 958594 628368 330226 338525 BURIAL PLOT ASSETS 16928 DUE FROM RELATED PARTIES 2093901 2110829 BURIAL PLOT MAINTENANCE LIABILITY 8280 8280 X 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. 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, 2024 AND 2023, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. 0 0 0 0 0 0 0 0 0 BRETT KIRKPATRICK PRESIDENT & CEO 0 363747 0 98687 0 63151 0 49217 0 19093 0 593895 0 0 BRIAN KRAUSE CHIEF FINANCIAL OFFICER 0 251884 0 41858 0 13545 0 9749 0 21199 0 338235 0 0 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. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS COMMUNITY FIRST SOLUTIONS. FORM 990, PART VI, SECTION A, LINE 7A COMMUNITY FIRST SOLUTIONS HAS THE POWER TO ELECT AND APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B COMMUNITY FIRST SOLUTIONS HAS THE POWER TO MAKE CERTAIN GOVERNANCE DECISIONS FOR EXPANSION AND/OR TERMINATION OF SERVICES. 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 PRIOR TO 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 B, LINE 15 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. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990 PART VII, SECTION B THE PARENT COMPANY, COMMUNITY FIRST SOLUTIONS, OPERATES A SHARED SERVICES ACCOUNTS PAYABLE MODEL FOR ALL ITS SUBSIDIARIES WHICH MAKES PAYMENTS TO MOST VENDORS AND ISSUES THE 1099S. THERE ARE SOME INDIVIDUAL INDEPENDENT CONTRACTORS THAT ARE PAID THROUGH THE PAYROLL SYSTEM AND IN THOSE INSTANCES THE PAYMENTS AND 1099 IS ISSUED UNDER THE SUBSIDIARY'S TAX ID. PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR. COLONIAL SENIOR SERVICES 230 LUDLOW STREET HAMILTON OH 45011 311596262 SENIOR SERVICES OH 501(C)(3) LINE 10 COMMUNITY FIRST SOLUTIONS 0 COMMUNITY BEHAVIORAL HEALTH 230 LUDLOW STREET HAMILTON OH 45011 311806189 CHARITABLE BEHAVIORAL HEALTH OH 501(C)(3) LINE 7 COMMUNITY FIRST SOLUTIONS 0 COMMUNITY FIRST SOLUTIONS 230 LUDLOW STREET HAMILTON OH 45011 311150845 PARENT COMPANY OH 501(C)(3) LINE 12C, III-FI N/A 0 LIFESPAN 230 LUDLOW STREET HAMILTON OH 45011 310536660 SOCIAL SERVICES OH 501(C)(3) LINE 7 COMMUNITY FIRST SOLUTIONS 0 MISSION LINK 230 LUDLOW STREET HAMILTON OH 45011 874391538 SUPPORT FOR SENIOR/SOCIAL SERVICES OH 501(C)(3) LINE 12B, II N/A 0 COMMUNITY FIRST PHARMACY 230 LUDLOW STREET HAMILTON OH 45011 260653514 COMMUNITY PHARMACY OH N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1