COLONIAL SENIOR SERVICES

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Phone

5137854054

Tax Period

2024-07-01 to 2025-06-30

COLONIAL SENIOR SERVICES, founded in 1998, is a mid-sized nonprofit in the Housing & Shelter sector that reported $51.8M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

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

Program Service Accomplishments

Program 1

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

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $271,716

Program Service Revenue $49,181,938

Investment Income $1,200,261

Other Revenue $1,123,003

TOTAL REVENUE $51,776,918

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,085,660

Fundraising Expenses $0

Program Expenses $45,133,827

Other Expenses $26,182,834

TOTAL EXPENSES $50,268,494

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,776,918	$39,413,677	+0.3%
Expenses	$50,268,494	$40,395,641	+0.2%
Net Income	$1,508,424	$-981,964	-2.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

795

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$965,339

Total Directors

$597,191

Key Employees

$223,410

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT KIRKPATRICK	PRESIDENT & CEO	6.0	Officer Director	$0	$74,628	$597,191
DR WILLIAM FANT	VICE CHAIR	1.0	Officer Director	$0	$0	$0
NICK ZIEPFEL	CHAIR	1.0	Officer Director	$0	$0	$0
PETE ABNER	TREASURER	1.0	Officer Director	$0	$0	$0
RANDY OPPENHEIMER	SECRETARY	1.0	Officer Director	$0	$0	$0
ANDREW SCHUSTER	TRUSTEE	1.0	Director	$0	$0	$0
JOHN KIRSCH	PAST CHAIR	1.0	Director	$0	$0	$0
JON WHALEN	TRUSTEE	1.0	Director	$0	$0	$0
LARRY MULLIGAN	TRUSTEE	1.0	Director	$0	$0	$0
NEIL COHEN	TRUSTEE	1.0	Director	$0	$0	$0
RAQUEL LOVEBERRY	TRUSTEE	1.0	Director	$0	$0	$0
ROB WEIGEL	TRUSTEE	1.0	Director	$0	$0	$0
ROBIN MILLER	TRUSTEE	1.0	Director	$0	$0	$0
TIMOTHY EGLOFF	TRUSTEE	1.0	Director	$0	$0	$0
BRIAN KRAUSE	CHIEF FINANCIAL OFFICER	6.0	Officer	$0	$35,017	$368,148
KELLEY LAWRENCE	VP HEALTH SERVICES	20.0	Key Emp	$0	$7,788	$223,410
ANGIE DIEFENBACHER	NURSE MANAGER, RN	40.0	Highest	$128,832	$10,173	$139,005
JAKA SMITH	NURSE MANAGER, RN	40.0	Highest	$140,359	$10,974	$151,333
KAREN PENDLETON	AVP, QUALITY	40.0	Highest	$120,759	$2,981	$123,740
MIRANDA STITCHANOFF	AVP, HEALTH SERVICES	40.0	Highest	$138,963	$4,855	$143,818
NICOLE ZVOSEC	SENIOR DIRECTOR, SALES STRATEGY	40.0	Highest	$130,521	$10,785	$141,306

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$51,776,918	$50,268,494	$141,192,960	$1,508,424
2024	$39,413,677	$40,395,641	$118,204,882	$-981,964
2023	$32,982,737	$32,389,665	$82,938,200	$593,072
2022	$32,457,963	$30,710,843	$81,166,845	$1,747,120
2021	$27,642,805	$27,237,396	$79,845,037	$405,409
2020	$31,035,695	$30,244,199	$77,407,314	$791,496
2019	$31,784,576	$30,057,532	$74,703,010	$1,727,044
2018	$34,076,307	$29,460,449	$75,162,261	$4,615,858