CONTACT INFORMATION: Brett Kirkpatrick, President & Chief Executive Officer
(513) 785-4068 [email protected]
DISCLAIMER: The information contained in this Confidential Information Memorandum is confidential,
provided solely for the purpose of review by _____________ (“Recipient”), and not to be used for any other
purpose or made available to any other person without the express written consent of Community First
Solutions (“Owner”). Use of this Information Memorandum and the information contained herein is governed
by the confidentiality agreement between Recipient and Owner dated June 4, 2020. Summaries of any
documents are not intended to be comprehensive or all-inclusive. No warranty or representation - express
or implied - is made by the Owner, nor any of their respective affiliates as to the accuracy or completeness
of the information contained herein. Recipient should make their own projections and conclusions
without reliance upon the material contained herein and conduct their own independent due diligence.
For more than a century, Community First has grown
exponentially, pioneering new and diverse programs to support
the evolving needs of our friends and neighbors. Our collective
impact permeates thousands of clients, dozens of programs, and
hundreds of employees, all connected by Community First.t
At the beginning of the 20th century, visionary local leaders recognized the need for “a home to which people
might go who were no longer able to work… of which they could be such a vital part that they could still maintain
their independence.” During an era when older adults were confined to poverty, almshouses and sanitariums, it
was a nationally innovative concept.
“Hamilton’s ‘Wonder Spot’ is the new Community Home for the Aged located at 315 Dayton Street. It is the most
wonderful home in this part of the entire country. Everything possible to make the place homelike for the many
residents has been done, and in fact the impossible seems to have been accomplished…”
--The Hamilton Evening Journal upon the opening of The Community Home for the Aged circa 1919
For more than a century we have built upon this mission - developing life plan communities that foster vitality and
independence for residents of all levels of care. Through the years, we have also expanded beyond our residential
campuses to support older adults throughout our region in maintaining independent, active, healthy lives.
Our roots run deep, through our commitment to the older adults we serve. Today, Community First Solutions is a
not-for-profit network based out of Butler County, Ohio that provides a broad continuum of high quality services
to meet the diverse health and wellness needs of more than 30,000 individuals throughout the region.
We are an ecumenical system, and as a not-for-profit network we share similar convictions as faith-based providers.
Commitment to our mission drives our organizational priorities, and we reinvest into expanding programs and
services for residents and clients. We are deeply committed to the people we serve, and care and compassion
drive our teams to fulfill our mission each day.
Community First is committed to responding to the ever changing needs of our communities. Throughout the
past century we have experienced a tremendous amount of growth as we continue to lead the development
of programs and services that extend our mission and offer solutions to our clients. We will continue to pursue
growth – in existing and new markets to support the mission of Community First and the needs of the communities
we serve.
OUR MISSION
The mission of Community First Solutions is to identify and develop innovative and sustainable programs that
enhance individual lives provided primarily through subsidiary organizations and partnerships.
OUR VALUES
PEOPLE QUALITY INTEGRITY COMPASSION COMMUNITY
By The 12
Numbers
SERVICE LOCATIONS IN
HAMILTON, MIDDLETOWN
& DAYTON, OH
$46M 30,000
FY 21 OPERATING CLIENTS SERVED
BUDGET ANNUALLY
102 6 COUNTIES IN
YEARS SENIORS HAVE OUR CURRENT
GEOGRAPHIC
CALLED US HOME FOOTPRINT
550
DEDICATED TEAM MEMBERS
A Rich History
Established in 1918, Community First Solutions is a not-for-profit organization that touches the lives of more
than 30,000 Butler County residents annually. We operate two highly-rated Life Plan Communities, are one
of the leading providers of mental health and behavioral services in the region, the largest provider of home
delivered meals in Butler County, the founder of the second not-for-profit pharmacy network in the nation, and
one of the largest employers in the city of Hamilton.
1918 | The single gift of a Dayton Street home established Colonial, a leading provider
of older adult and multi-generational services
1954 | The “You’re As Young As You Think” group is incorporated, establishing
Partners In Prime as the second senior center in the state of Ohio
1964 | A five acre tract of land on the west side of Hamilton was purchased, the site
of a new residence that would be named Westover Retirement Community
1974 |Community Behavioral Health, known first as Buckeye Center opened
a freestanding alcohol inpatient detoxification & rehabilitation program
1984| Colonial School opened at Westover, becoming one of the first preschools in the
nation to embrace intergenerational learning
1989| Berkeley Square Retirement Community opened with 27 Independent
Living Homes
2008 | Community First Pharmacy opened, establishing the 2nd full service retail
not-for-profit pharmacy in the nation
2011 | Community First Solutions was launched, uniting the not-for-profit subsidiaries
of Colonial, Community Behavioral Health, and Community First Pharmacy
2012 | Partners in Prime merges with Community First Solutions
2017 | Jamestowne Inpatient & Outpatient Therapy opened, featuring 42,000 sq. ft.
of space, 42 private suites, and innovative specialized therapy programs
2018 | Community First Pharmacy celebrates the opening of their second location
in Middletown, OH
2019 | LifeSpan merges with Community First Solutions, unifying complementary
missions to provide community based support services for older adults
2020 | Community First Pharmacy opens its third location in Dayton, OH
2020 | Cornerstone Counseling joins Community First Solutions and introduces
Foundations Counseling, extending our behavioral health expertise to reach
new markets
What Sets Us Apart
We are proud to offer a network of consistently top-rated
services provided by compassionate, dedicated employees.
As an organization, we are focused on transparent
communication; employee engagement; adopting and
implementing best practice across our diverse services; and
providing the highest quality at the most reasonable cost to
ensure value.
We have a lot to offer a prospective partner - things that are
uniquely Community First. From our healthcare leadership
expertise, to our innovative spirit. Read on to learn more...
Commitment To Growth
Community First has been a recognized leader in Southwestern Ohio for more than a century. However, we know
that in order to sustain and expand our mission, we must pursue opportunities for growth beyond our region.
This could be accomplished by developing new communities or by establishing collaborative partnerships
with existing providers. From our perspective, it makes more sense to band together and strengthen existing
organizations rather than adding more competition into markets.
Throughout the past decade, we have been dedicated to expanding our mission in our existing market area.
When the Community First Solutions parent company unified our not-for-profit network in 2011, our Board of
Directors felt strongly that growth through collaboration and partnerships was a critical component to continuing
to expand our mission and meet the dynamic needs of our those we
serve.
We recognize that growth is critical to expanding our mission, and are
interested in pursuing opportunities that leverage our shared service
infrastructure and expand our geographic footprint. We are seeking
a partner that shares our commitment to quality, and and belief that
collaborative partnerships empower organizations. Together, we will
have greater access to human capital, innovative ideas, shared best
practices which will result in greater outcomes for all of our clients.
A Supportive & Flexible Partner
We know that many of our prospective partners have strong
community roots and unparalleled cultures. We get that. Unlike
larger systems, Community First is open to entering a mutually
beneficial partnership that respects your established culture,
autonomy and community presence.
As an organization we have established a network of strong
individual brands strengthened by their affiliation with
Community First Solutions. Each has a unique internal culture,
however what unites us is our comittment to the clients we
serve and the mission we fulfill each day.
We take an incredible amount of pride in our teams and the
services they provide. No doubt you have the same pride in
your team. Our goal is to find a cultural fit based on mission and quality - and to leverage the infrastructure and
expertise of both organizations.
We also know that partnership opportunities are most often prompted by succession planning. Several years
ago our President & CEO of 40 years retired and our Board of Directors led an exhaustive nation-wide search for
a new leader. This was a critical juncture for our organization, and we understand how challenging and uncertain
this process can be. We recognize that organizations in the succession planning process may achieve great
benefits from opting to collaborate with a proven partner - gaining efficiencies and decreasing administrative
expenses - to ensure the continued success of the organization with proven leadership.
Healthcare Leadership Expertise
Our leadership experience in both the acute, post-acute/skilled and home and community based service industries
provides valuable insight and support for long-term care providers increasingly reliant on acute care referral
relationships and the movement to value based care in a dynamic healthcare environment that may require expansion
of their continuum of services.
BRETT KIRKPATRICK President & Chief Executive Officer
Brett is a proven leader with more than 20 years of progressive experience in strategic planning,
innovative program expansion, and leadership of operations throughout the healthcare continuum. He
is passionate about developing strong cultures that promote quality, growth and successful outcomes.
Prior to joining Community First, Brett held leadership roles with the TriHealth system, serving most
recently as Senior Executive for TriHealth’s McCullough-Hyde Memorial Hospital and Bethesda Butler
Hospital. Mr. Kirkpatrick successfully integrated McCullough-Hyde Hospital into the TriHealth Health System.
McCullough-Hyde Hospital operated as an independent hospital for over 60 years prior to joining TriHealth, and this
independence was deeply rooted within their heritage. The key to this integration was creating a compelling vision
of the future and engaging the physicians, team and community. Mr. Kirkpatrick managed this while undertaking
an extensive capital-repositioning project. Community confidence grew as did engagement, physician engagement
in the top decile and team member in the top quartile nationally. Following the integration, Mr. Kirkpatrick began
operational and strategic oversight of a second hospital with that market, integrating both hospitals under a common
strategy that leveraged their strengths and minimized duplication to increase efficiency while meeting the needs of
the community.
In his tenure with TriHealth, Brett also led the Senior Services division and later became the Executive Director of
Ambulatory Services before assisting with the integration of TriHealth’s Physician Partner network. Brett served as a
Nursing Home Administrator for both Deaconess Long Term Care and HCR ManorCare prior to joining TriHealth.
Brett is an active community leader serving on the Greater Hamilton Chamber of Commerce Board of Trustees,
Hamilton Vision Commission Advisory Board and the Rotary Club of Hamilton. He holds an M.S. in Organizational
Leadership from Mount Saint Joseph University and a B.S. in Health Services Administration from University of
Cincinnati.
BRIAN KRAUSE Chief Financial Officer
With more than 20 years of progressive advancement as a strategic financial leader, Brian brings
considerable experience to support the financial leadership of our growing organization. Brian has
expertise in all aspects of healthcare finance, including forecasting, budgeting, revenue cycle, and debt/
capital planning.
Brian began his career with TriHealth holding several key leadership positions during his tenure including
Financial Analyst, Controller and Vice President of Finance for the health system. Prior to joining
Community First, Brian served as Chief Financial Officer for S&S Strategies, a Cincinnati based healthcare organization.
Brian has extensive experience in optimizing partnerships under many different structures. At TriHealth, he successfully
integrated the financial operations of 3 hospital acquisitions, and numerous physician practice acquisitions as the
organization added over 500 employed physicians in a short period of time. In addition, Mr. Krause played a lead
role in developing the finance support model for a joint venture cardiac cath lab, a joint venture radiation oncology
business, and was the Board Chair for a best-in-class healthcare laundry cooperative owned by 3 separate heath
systems. The successful integration of these various partnership models was predicated on leveraging the scale of
the combined operations while also determining which functions were best deployed at the local or site level.
Brian earned a Bachelor of Health Sciences degree and an MBA in Finance from the University of Kentucky.
Strong Shared Services Infrastructure
Community First is an ideal match for a partner who has a strong local reputation and is interested in gaining
efficiencies by sharing support services. Our infrastructure includes best in class HR, IT, marketing and accounting
services and purchasing power. In unifying shared services, we gain economies of scale while expanding the
cross functional expertise of both organization resulting in increased quality for both partners.
BENEFITS OF SCALABLE SHARED SERVICES
• Economies of Scale As operations expand, the expenses to support the shared service infrastructure decrease.
• Expense Reduction By reducing service duplication and increasing efficiencies, shared service models offer
increased support for less expense, allowing us to reinvest valuable dollars into the mission rather than
administration.
• Efficiency & Accuracy Scaling with centralized services helps avoid duplication of effort and inconsistency.
• Domain Expertise A centralized service can generally offer more access to experts that specialize vs.
generalists that have multiple responsibilities.
• Continuity of Services Shared services can promote service alignment and increased efficiencies in processes
across a company. As organizations scale, aligned infrastructure is a critical component to successful growth.
• Accurate Measure of Cost & Value Centralization promotes common understanding, definition, service level
agreements and associated metrics. This increases visibility into the cost/value equation of internal services.
Spirit of Innovation & Partnership
At Community First we continually seek new, improved, and more effective ways to meet the needs of the
clients we serve. Innovation is vital to market growth, positioning our organization as an active thought leader
in developing new services and programs to meet the need of our local, regional and state-wide market.
Below are a just a few examples of how we have created unique opportunities for innovation in our health
services highlights:
• Our health services team is nearly 100% paperless. We are using technology to better monitor and report
our clinical outcomes and quality measures in real time. We were recently selected to pilot a new technology
with TriHealth to integrate referrals directly into our electronic medical records system.
• Established Service Excellence Program to round on patients throughout their stay to address any concerns
and ensure high resident satisfaction.
• As a result of our high quality of care, we have been selected by Mercy Health to pilot a Congestive Heart
Failure program to ensure a more positive outcome for patients and reduce readmissions.
• Several years ago we were among the first to pilot a Chronic Joint Replacement program with Kettering
Health Network.
• To support our recruitment and retention initiatives, we developed an in-house STNA Program and have
taught 11 classes with a total of 58 students. This is also a testament to our healthcare leadership expertise
and quality as we must maintain outstanding surveys to continue to provide this program.
A Continuum Of Quality
The name Community First Solutions is recognized for quality. While our services are diverse to meet the growing
needs of our neighbors both young and old, each is committed to excellence and connected by quality. We are
proud to provide a network of consistently top-rated services provided by compassionate, dedicated employees
who are committed to making a difference in the lives of those we serve.
WHAT IT MEANS TO US
We are focused on providing exceptional outcomes to our clients in an affordable, safe, effective manner.
WHY IT’S IMPORTANT
Providing high quality programs and services is critical to satisfying clients and retaining their loyalty. Quality is
becoming increasingly transparent, and that transparency allows us the opportunity to better communicate our
exceptional outcomes.
ACROSS OUR BROAD RANGE OF SERVICES, OUR TEAMS CONTINUE TO ACHIEVE AND MAINTAIN HIGH QUALITY
INDICATORS FROM ANNUAL SURVEYS, INDUSTRY RATINGS AND ACCREDITATIONS. HERE ARE SOME OF THE
RECENT HIGHLIGHTS FROM OUR HEALTH SERVICES TEAM:
• We continue to maintain 5 Star Centers for Medicare & Medicaid Services (CMS) rating across all three of our
Berkeley Square, Westover and Jamestowne campuses.
• Our Jamestowne, Berkeley Square and Westover campuses have acheived preferred provider status by several
regional acute-care hospital systems including TriHealth, Kettering Health Network, and Mercy Health.
• Because Jamestowne has consistently exceeded quality criteria, we have been designated a “Floor To SNF”
provider by Anthem. This is important because we will now be able to bypass the insurance pre-certification
process, thereby reducing hospital days for the patient and allowing us to accept referrals more quickly.
Both Berkeley Square and Westover are also on the Anthem Floor To SNF provider lists.
• Our Health Services Team successfully implemented CMS’s new Patient Driven Payment Model (PDPM), the
first major change to the SNF Medicare reimbursement model in more than 20 years. Due to our proactive
preparation, our organization has achieved increased revenues consistently since implementation.
• As evidence of our commitment to quality, we developed the position of Assistant Vice President (AVP) of
Quality and Regulatory Compliances to oversee quality assurance and alignment across all three campuses.
This is an example of domain expertise.
Navigating COVID-19
Before COVID-19 made it’s way to Ohio, Community First established a cross-functional task
force to ensure that should the threat spread across the country, we would be well prepared
to protect our residents, clients and staff. Led by our AVP of Quality and Certified Infection
Preventionist, we planned, prepared, readied, and trained across the organization. These
early efforts - and the commitment of our staff on the front lines - have kept COVID-19 out
of our Berkeley Square and Westover communities, and saved countless lives throughout this
pandemic.
The Ohio Department of Health has conducted 5 infection prevention surveys across our three
campuses to date. Not only have we been consistently deficiency free, the ODH surveyor stated 'we
had the most thorough policies and procedures she has seen in any facilities.'
CFS secured a $500,000 gift from The Joseph L and Sarah S Marcum Foundation to support Superhero pay increasing
hourly wages for front line staff, reimburse any staff for medical costs resulting from COVID-19, and secure adequate
PPE for the organization.
Service Spotlight
With such a diverse book of business, Community First
provides operational expertise across broad industry
spectrums. Whether our clients rely on Meals on Wheels
deliveries or need 5-star therapy after surgery; whether they
need access to affordable prescriptions, want to provide a
strong start in early education for their child, or call Berkeley
Square or Westover home— they know that they can count
on Community First to meet their ever changing needs.
Life Plan Communities
Our two life plan communities, Berkeley Square and Westover, provide high quality care at any level. From active
Independent Homes, supportive Assisted Living Apartments, top-rated short-term skilled and long term health
care, and specialized dementia care accommodations. Living in one of our communities provides residents
the peace of mind of knowing that they will be cared for as their needs change. We offer extensive floor plan
options, individualized levels of care, and incredible value.
INDEPENDENT LIVING | ASSISTED LIVING | HEALTH CARE | DEMENTIA CARE | SKILLED CARE
BERKELEY SQUARE
Berkeley Square is located on a 90 acre parcel of land in Hamilton, Ohio and has operated since initial construction
in 1989. Berkeley Square has a total of 133 cottage homes and 18 indepenedent living apartments in one-, two-
and three- bedroom floor plans ranging from 995 sq. ft. to 3,158 sq. ft. Our newest development, Harmony
Drive, will include an additional 14 independent homes. In addition, Berkeley Square features 45 assisted living
apartments and 53 short & long term skilled nursing beds.
WESTOVER
Westover is located on a 17 acre parcel of land in Hamilton, Ohio and has operated since initial construction in
1964. Westover has a total of 33 one and two bedroom independent living homes and apartments ranging from
770 - 1650 sq. ft., 45 assisted living apartments and 53 short & long term skilled nursing beds.
BERKELEY SQUARE FY16-FY20 WESTOVER FY16-FY20
AVERAGE OCCUPANCY BY LEVEL OF CARE AVERAGE OCCUPANCY BY LEVEL OF CARE
Independent Living 95% Independent Living 95%
Assisted Living 94% Assisted Living 89%
Skilled Nursing 94% Skilled Nursing 93%
View Campus Map View Campus Map
Discover our Communities
INDEPENDENT LIVING
Moving to our Berkeley Square or Westover campus is about lifestyle. And for 100
years we’ve been evolving to provide amenities and value for those who live on our
campuses. It’s living near friends, going on social outings, savoring delicious food,
and hitting the pool for water aerobics.
Residents who prefer a quiet home nestled in a tight-knit community where
everyone feels like family, find Westover to be the perfect fit. Those who prefer a
vibrant social scene near a first-class tavern and active town square find Berkeley
Square is just what they’ve been looking for.
Homes at Berkeley Square and Westover provide a secure neighborhood with
spacious, private residences and state-of-the-art amenities, walk-out patios perfect
for entertaining, exciting travel opportunities, fully-equipped fitness facilities and
spas, and beautifully landscaped yards and walking paths.
Berkeley Square and Westover residents know that living here is all about the lifestyle. Being part of our
communties means more time spent with friends, and the peace of mind that comes with knowing that
should your needs change, we are here to meet them with top rated care and compassion.
Services • Beautiful landscaped grounds • Library & Game Rooms
and gardens • 5 stocked fishing ponds
& • On-site Banking
Ammenities • Indoor & outdoor mainte- • The Coach house Tavern &
nance
Grille
• 24 hour emergency response • Weekly housekeeping
and call system • Cable
• Wireless internet available
• 24 hour security • Individually controlled heating
• Multiple dining venues and
and cooling systems
private dining rooms • Trash and snow removal
• Gift shop & Event Space • Fully equipped kitchens
• Chapel with diverse denomi- • Washer and dryer
• Resident Service Staff
national services • Pet friendly
• Scheduled transportation for
shopping, appointments and
activities
• Elements Wellness Center
with warm water pool, sauna,
and whirlpool
• Salon and barber shops
ASSISTED LIVING & HEALTH CARE
At Berkeley Square and Westover, we know that a specialized environment — with safe, loving and compassionate
support — is vital for individuals needing extra care. That’s why our goal is to provide a familiar, homelike setting with
personalized programs that are designed to address each resident’s special needs and enhance his or her quality of
life with dignity and respect.
Assisted living provides more than just security and high-quality care. Knowing that trusted, skilled caregivers are
there to ensure every need is met provides invaluable peace of mind to residents and thier loved ones. We offer
customized options to ensure each resident has the peronalized support they need to maintain their independence.
Long-term care at Berkeley Square and Westover provides a homelike setting with specialized programs that are
designed to meet each resident's individual needs. Our expert staff of registered and licensed nurses, led by a Licensed
Nursing Home Administrator and a Medical Director, provide skilled care and compassion to each resident, ensuring
Because we offer a continuum of services, we are uniquely positioned to work as a team to ensure all
residents have the supportive services they need from a trusted and convenient provider.
NON-CLINICAL HOME CARE | SKILLED HOME HEALTH | HOME DELIVERED MEALS | PHARMACY DELIVERY
ELEMENTS WELLNESS | TRANSPORTATION | TRIPS & TRAVEL
Click Here to Tour
our Newest Homes
JAMESTOWNE
Inpatient & Outpatient Therapy
Opened in February 2017, Jamestowne features 42 private suites
and a 5000 sq. ft. therapy gym. By blending the luxury of five-
star accommodations with the trusted five-star clinical expertise
of our Berkeley Square and Westover communities, we offer
unmatched comfort and quality.
Every detail of Jamestowne has been chosen with guests in mind.
Private suites are not only spacious, modern, quiet, and family-
friendly, but they also facilitate quicker recoveries. Our expert
therapists deliver inpatient and outpatient speech, physical, and
occupational therapy seven days a week.
This skilled nursing center offers a variety of specialized therapies
that set us apart from other providers including a state-of-the art
Hydroworx® Therapy pool – one of only three in Butler County.
Our diverse range of services positions us as a convenient and trusted resource for
patients and providers. From transitioning clients through skilled rehabilitative
nursing care, to in-home physical therapy, to maintaining their independence
through our wellness centers – we have the unique ability to manage successful
outcomes and ensure the patient has the support they need to live their best life.
Experts In Behavioral Health
We are the largest provider of behavioral health serevices in Butler County and are uniqely positioned to meet a
broad range of socioeconomic needs, including specialized care for the geriatric population.
COMMUNITY BEHAVIORAL HEALTH
Community Behavioral Health has a knowledgeable multidisciplinary
team that supports individuals in need of services with the top mental
health and addiction services in Butler County and neighboring
communities. We are the largest behavioral health provider in Butler
County and provide services to more than 3,500 clients at our three
offices, as well as many other locations throughout the community.
Individual, Family, Group Counseling | Addiction Support
Psychiatry, Outpatient Detox & Nursing
Youth First & Teen Intervention | Mental Health Housing
Butler County Jail Services
FOUNDATIONS COUNSELING
Foundations Counseling provides boutique behavioral health services
specializing in relationship, parenting, workplace and Employee
Assistance (EAP) issues. Positioned for the private pay and managed
care market, Foundations Counseling complements
Community Behavioral Health services and increases our
strength as one of the area’s largest providers of
behavioral health services. Click Here To Meet Our
In addition, Foundations EAP services extends
Foundations Counseling TeamCommunity Firsts’ relationships with employers that
could promote future collaborative partnerships.
Leveraging the expertise of our
behavioral health team, we are
expanding our continuum of care
for residents by offering counseling.
Our Foundations team provides mental health
support for residents of Westover and Berkeley Square.
We host in-person and remote individual counseling services to support older
adults dealing with depression, anxiety, grief and other challenges.
Services to Support our Community
BRIDGES REHAB AT HOME
Bridges Rehab at Home is a partnership between Community First Solutions, Alternate Solutions, and a regional
hospital partner, Kettering Health Network. We offer a full range of skilled home health care including speech,
physical and occupational therapy, as well as a variety of specialized and chronic condition programs. This
partnership affords our clients the full scope of rehabilitation and health services with the highest clinical
expertise.
Ortho | Cardiac | Pulmonary | Bladder Health | Medication Management
Memory Care | Swallowing | Wound Care
COLONIAL AT HOME
Colonial at Home is a non-clinical private pay home care service that provides an array of support to assist older
adults living independently in their home. From medication reminders and helping with household chores to
providing companionship and personal care, our professional team ensures that each individual’s unique needs
are met.
Companionship & Respite Care | Personal Care Services | Household Assistance | Daily Living Support
COMMUNITY FIRST PHARMACY
As the second nonprofit retail pharmacy network in the nation, Community First Pharmacy offers personalized
service and affordable pricing to our community. We serve individuals with traditional insurance and uninsured
and underinsured individuals.
• Institutional: we provide skilled care pharmacy services through LifeLine Rx and fill health care
prescriptions for assisted living and skilled nursing residents at Berkeley Square and Westover.
• Retail: We function as a walk-in service, retail pharmacy.
• Accept 340B Drug Discount Program/Vouchers
• We currently fill over 80,000 prescriptions annually
• 340B partnership with a local Federally Qualified Health Clinic
ELEMENTS WELLNESS CENTER
Our Berkeley Square and Westover locations are home to Elements Wellness Center, a specialized fitness center
serving older adults from the greater Hamilton Community, as well as residents. Elements offers state-of-the-
art fitness equipment, an aerobic studio, rejuvenating massage services, salt water conversion pool, whirlpool,
sauna, and specialized fitness classes for adults fifty and over.
Trips & Travel | Social Events | Massage Services | Fall Prevention
Weight Management | Personal Training | Stay Well Post Rehab
LIFESPAN
Founded in 1945, LifeSpan has built a reputation for offering innovative, cost-effective programs for individuals,
families, groups and schools serving people at all points in the span of life. LifeSpan offers a wide range of community
based supports, primarily geared toward helping older adults maintain independence.
Butler County Elderly Services Program Intake & Referral | Guardianship | Representative Payee
Coaching & Financial Wellness | School Based Support | Elder Victim Advocate
PARTNERS IN PRIME
Founded in 1954, Partners in Prime has rich tradition of serving older adults. Today we are among the largest
providers of Meals-on-Wheels and transportation in Butler County, and have expanded our services to support
neighboring counties. We provide support for older adults to continue living their best lives safely and independently
in their home.
Self-Produced Home Delivered Meals | The Fleet Transportation | Independent Living Assistance
COLONIAL SCHOOL
Located at Westover, Colonial School offers quality early childhood education to children and
their families while providing a unique intergenerational experience with their grand-friends.
Children are encouraged to discover new skills, connect with their peers and community, and
achieve developmental milestones.
Pre-School | Pre-Kindergarten | Extended Day | Extracurricular | Summer Camps
THE COACH HOUSE TAVERN & GRILLE
The Coach House Tavern & Grille is a great place to for community members and residents to connect with friends
and family. Driven by creativity and craftsmanship, our dishes always include fresh, seasonal,
locally-sourced ingredients and push the culinary boundaries of Hamilton’s developing food
landscape. Our talented and creative culinary team share a passion for food, commitment to
the integrity of cooking, and dedication to delivering inspired dishes.
Experience Leading
Successful Transitions
We have a history of embracing collaborative partnerships,
and a wide range of experience in mergers & acquisitions.
Our shared services teams are pros at ensuring a successful
transition - from managing the operational HR and IT
details, to providing transparent internal and external
communication throughout the process.
Our cross functional teams are adept at collaborating to
develop customized plans that meet the unique needs of
both teams. Working together we will establish a strong
foundation for our partnership that supports continued
growth for both organizations.
FOUNDATIONS COUNSELING July 2020
Formerly Cornerstone Counseling, a boutique for-profit mental health provider. Long time leader John Guliano
approached Community First about partnership after our merger with LifeSpan.
Key Drivers
• Foundations Counseling wanted the support of Community First’s shared service model to help expand their
business
• Community First’s ability to assist Foundations Counseling with their growth strategy
• Foundations allowed Community First to expand our existing behavioral health services to a new market
demographic
Terms – Dissolution of for-profit Cornerstone Counseling, CFS becomes records custodian, Cornerstone Counseling
Owner and staff become part of CFS under the newly formed Foundations Counseling.
“It felt right to be able to take the business to the next level – joining
Community First gave us more muscle and more opportunity to expand our
services beyond our reach. When I look to hire, I look for people with a
servants heart – I found that in the leadership of Community First.”
–John Guliano, Director of Foundations Counseling
C
C
LIFESPAN July 2019
When LifeSpan’s board began planning for the retirement of longtime President & CEO, they recognized the
opportunity to strengthen the mission of the organization and gain savings and efficiences by joining Community
First’s not-for-profit network.
Key Drivers
• Retirement of longtime LifeSpan CEO
• Mission alignment between two entities - complementary services and community commitment
• LifeSpan benefit from CFS Support Service model
Terms – Merger of LifeSpan into the CFS Family | LifeSpan Board dissolved but CFS added LifeSpan representation
to our board.
“From the start, we recognized that uniting our missions would be good for both
companies, our clients, and our community. The Community First Executive Team
was wonderful throughout the process; they showed that they cared deeply about
the services we provided and undertook significant due diligence to understand
the nuances of, not just our programs, but our mission as well. The Community
First Executive Team’s sincerity, attention to detail, and commitment to quality
was obvious – and resulted in a nearly seamless execution.”
—Robin Miller, LifeSpan Board Chair
Click Here To Watch Our Merger Anniversary Video
BRIDGES REHAB AT HOME September 2014
Recognizing the need to expand our healthcare continuum to include skilled home health, Community First
formalized a partnership with Alternate Solutions and Kettering Health Network to establish Bridges Rehab at
Home.
Key Drivers
• Addresses dynamic ACO climate and broaden our market through extending our
scope of services
• Provides individuals in Butler County with a stronger continuum of quality
healthcare services from providers working together to ensure they move
seamlessly through their rehabilitation and recovery process
• Enhances relationships with local acute care hospital systems
Terms – each partner splits the profit equivalent to their initial capital investment
PARTNERS IN PRIME July 2012
Community First was a supportive sponsor of Partners in Prime as our missions of serving older
adults throughout the Butler County community were well aligned. As the organization struggled with decreased
reimbursement in an increasingly competetive market, their board initiated conversations with Community First
Soltuions to gain the support of our shared service infrastructure, acheiving economies of scale to sustain their
mission.
Key Drivers
• Combine and expand complementary community based services including Meals on Wheels, wellness, and
recreational programming
• Sustain services for older adults in Butler County and extend regional reach
• Gain efficiences and expertise from CFS shared services infrastructure
• Achieve economies of scale by consolidating services
• Expand client support through enhanced programs and services
Terms – Merger of Partners into the CFS Family | Partners Board dissolved but expanded to CFS to add designated
Partners Board members.
In unifying both organization’s Meals on Wheels program, we were able to
secure better rates from our funding sources and outbid for-profit providers in
our region, securing the sustainability of our Meals on Wheels program and the
highest quality product for our clients. Today we are the largest provider of
Meals on Wheels in our region, delivering more than 2,600 meals each week.
Click To Read our 2012 Merger Announcement
Financial Performance
We are committed to sound budgeting practices, prudent
fiscal management,cost effective operations, and long term
planning to ensure we have the capital and operating funds
needed to sustain our mission.
Unlike many providers we have a strong balance sheet and
very little debt. Our dept capacity and strong operating
performance allows for access to capital that will support
growth for a successful future.
Credit Profile
Consolidated historical ratio calculations for the years ending 6/30.
Community First Solutions and Subsidiaries Audit Audit Audit Unaudited CARF Quartiles1 Fitch1
Historical Financial Ratios 2017 2018 2019 2020 Multi-Facility Provider "BBB"
Medians
For the Fiscal Year Ending June 30, 25% 50% 75%
Revenue and Expense (Profitability) Ratios N/P
Gross Revenues ($mm) $47.36mm $53.18mm $48.54mm $53.88mm -6.15% -0.75% 4.67% 96.5%
Operating Margin 4.50% -5.12% -0.80% 2.89% 105.72% 96.78% 89.19% 1.2%
Operating Ratio 93.50% 103.46% 99.20% 94.34% -0.91% 1.72% 6.79% 5.9%
Total Excess Margin 6.55% 1.51% 2.16% 3.55% -1.11% 4.49% 15.49% 23.0%
Net Operating Margin Ratio 3.71% -5.70% -2.69% 5.55% 11.62% 19.41% 25.19%
Net Operating Margin Ratio - Adjusted 9.83% 4.19% 5.94% 11.64%
Liquidity Ratios $16.22mm $17.70mm $21.91mm $26.78mm 200 341 506 465
Total Unrestricted Cash & Investments ($mm) 143 135 181 206 4.16 9.36 13.32 8.30
Days Cash on Hand 8.39 7.92 7.95 12.49 32.75% 56.58% 97.59% 63.6%
Cushion Ratio
Unrestricted Cash & Investments to Long-Term Debt 89.54% 108.68% 150.03% 200.04%
Capital Structure and Cash Flow Ratios 3.76 3.12 2.29 3.23 1.62 2.64 3.75 1.9
Debt Service Coverage Ratio (DSCR)2
DSCR (Revenue Only)2 2.26 1.06 0.88 1.63 0.37 1.05 2.06 0.9
Debt Service as a % of Revenues and Non-Operating Amts 4.06% 4.27% 5.65% 4.02% 11.66% 9.53% 6.41% 12.90%
Long-Term Debt as a % of Total Assets 17.89% 15.85% 14.24% 12.64% 47.16% 36.17% 24.51%
Long-Term Debt-to-Capitalization % 25.59% 22.37% 20.32% 17.99% 108.56% 73.20% 46.19% N/P
Long-Term Debt-to-Capitalization % (Adjusted) 23.59% 18.74% 16.97% 14.39% 82.34% 45.96% 39.21% N/P
Average Age of Facility 13.87 12.06 13.21 13.10 15.99 12.71 10.68 63.10%
Capital Expenditures as a % of Depreciation Expense 167% 107% 119% 93% 100% 202% 12.0
73% 122.20%
Notes:
1) CARF Quartiles and Fitch Medians were published in 2019, and are based on 2018's data.
2) Community First made debt service payments of approximately $2.2M in 2018, which increased to approximately $2.7M in 2019