GREENCROFT RETIREMENT COMMUNITIES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GREENCROFT RETIREMENT COMMUNITIES INC (EIN 30-0036587)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202501359349314450
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T15:35:57+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300036587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENCROFT RETIREMENT COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 5745374000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 819 | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46527 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNDA OLINSKI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5745374000 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNDA OLINSKI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 GREENCROFT BLVD | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,331,372 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GREENCROFT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MANAGEMENT & SUPPORT SERVICES TO RELATED NON-FOR-PROFIT ORGANIZATIONS THAT PROVIDE AFFORDABLE HOUSING, QUALITY CARE, AND CHARITY CARE FOR OLDER ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 51 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,125 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,072,304 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,342,633 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,123 | PYInvestmentIncomeAmt |
| CY Investment Income | $92,982 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,078 | PYOtherRevenueAmt |
| CY Other Revenue | $12,623 | CYOtherRevenueAmt |
| PY Total Revenue | $7,127,630 | PYTotalRevenueAmt |
| CY Total Revenue | $7,448,238 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,235 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,550 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,841,411 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,304,785 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,625,882 | PYOtherExpensesAmt |
| CY Other Expenses | $1,829,998 | CYOtherExpensesAmt |
| PY Total Expenses | $7,480,528 | PYTotalExpensesAmt |
| CY Total Expenses | $8,155,333 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$352,898 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$707,095 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,149,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,688,229 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,237,935 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,520,729 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,911,961 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,167,500 | NetAssetsOrFundBalancesEOYAmt |
| Mission | GREENCROFT COMMUNITIES CREATES DYNAMIC LIVING COMMUNITIES THAT EMBRACE THE CREATIVITY, CONTRIBUTIONS AND CHALLENGES OF AGING FOR ALL, GROUNDED IN SERVICE EXCELLENCE, COMPASSIONATE CARE AND MENNONITE VALUES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,734,204 | ExpenseAmt |
| Grant | $20,550 | GrantAmt |
| Revenue | $7,355,256 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $6,734,204 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 51 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNDA OLINSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5745374000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 GREENCROFT BLVD | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46527 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BYRON SHETLER | ||||||||
| CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIE CROSSLEY | ||||||||
| VICE CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMY FLORIA | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DIANE WOODWORTH | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JIM EVANS | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JIM RIDENOUR | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN GEISER | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVE GARBODEN | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WES HERSCHBERGER | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| AIMEE RIEMKE | ||||||||
| ASSISTANT SECRETARY | 31.0 | 14.0 | Yes (X) | $150,389 | $0 | $57,140 | ||
| CALLIE SELNER HARTUNG | ||||||||
| ASSISTANT TREASURER | 33.0 | 12.0 | Yes (X) | $51,456 | $0 | $7,108 | ||
| ERIC HERSHBERGER | ||||||||
| ASSISTANT TREASURER | 31.0 | 14.0 | Yes (X) | $93,940 | $0 | $5,828 | ||
| HUGH DAVIS BEGAN 224 | ||||||||
| PRESIDENT | 45.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LYNDA OLINSKI | ||||||||
| TREASURER | 41.0 | 4.0 | Yes (X) | $272,072 | $0 | $75,454 | ||
| MARK KING LEFT 224 | ||||||||
| FORMER PRESIDENT | 45.0 | 0.0 | Yes (X) | $459,965 | $0 | $57,661 | ||
| RYDELL BONTRAGER | ||||||||
| SECRETARY | 31.0 | 14.0 | Yes (X) | $154,584 | $0 | $71,138 | ||
| SCOTT MARTIN LEFT 0723 | ||||||||
| FORMER TREASURER | 31.0 | 14.0 | Yes (X) | $115,313 | $0 | $26,734 | ||
| CHANDRA STRADLING | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $296,075 | $0 | $50,855 | Yes (X) | ||
| CHERRY SMITH | ||||||||
| DIRECTOR OF CLINICAL SERVICES | 40.0 | 0.0 | $147,897 | $0 | $10,267 | Yes (X) | ||
| JINNY LONGBRAKE | ||||||||
| VP HUMAN RESOURCES | 40.0 | 0.0 | $210,036 | $0 | $80,548 | Yes (X) | ||
| LINDA O'NEILL | ||||||||
| ADMIN - GREENCROFT GOSHEN | 40.0 | 0.0 | $219,080 | $0 | $54,502 | Yes (X) | ||
| STEVEN SCHAAF | ||||||||
| ADMIN - GOLDEN YEARS HOMESTEAD | 40.0 | 0.0 | $180,624 | $0 | $69,529 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,351,431 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $566,764 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| DJ Construction Company Inc | ||||||
| 3414 Elkhart Road | Goshen | IN | 46526 | CONSTRUCTION | $4,533,761 | |
| ROSEWOOD STAFFING INC | ||||||
| PO Box 577 | West Bend | WI | 530950577 | AGENCY STAFFING | $2,362,340 | |
| R Yoder Construction Inc | ||||||
| 27453 CR 150 | Nappanee | IN | 46550 | CONSTRUCTION | $1,457,067 | PO Box 69 |
| HTS IN II Inc | ||||||
| 1500 American Way Suite 110 | Greenwood | IN | 46143 | THERAPY SERVICES | $1,127,272 | |
| Networks Connect Healthcare Staffing | ||||||
| 7930 Castleway Drive | Indianapolis | IN | 46250 | AGENCY STAFFING | $1,022,030 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MGMT/AFFILIATE SUPPORT | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $7,342,633 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,342,633 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,342,633 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,097 | TotalRevenueColumnAmt |
| Exclusion | $105,097 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $870,108 | SecuritiesAmt |
| Other | $911 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $883,134 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$13,026 | SecuritiesAmt |
| Other | $911 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,115 | TotalRevenueColumnAmt |
| Exclusion | -$12,115 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GUEST ROOM INCOME | 900099 | $9,550 | $9,550 |
| MISCELLANEOUS | 900099 | $3,073 | $3,073 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,623 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,448,238 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,355,256 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $92,982 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,550 | TotalAmt |
| Program Services | $20,550 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,943,441 | TotalAmt |
| Program Services | $1,579,344 | ProgramServicesAmt |
| Management And General | $364,097 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,136,976 | TotalAmt |
| Program Services | $2,549,275 | ProgramServicesAmt |
| Management And General | $587,701 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,152 | TotalAmt |
| Program Services | $184,596 | ProgramServicesAmt |
| Management And General | $42,556 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,707 | TotalAmt |
| Program Services | $527,987 | ProgramServicesAmt |
| Management And General | $121,720 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,509 | TotalAmt |
| Program Services | $282,404 | ProgramServicesAmt |
| Management And General | $65,105 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,135 | TotalAmt |
| Management And General | $74,135 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,323 | TotalAmt |
| Management And General | $35,323 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,124 | TotalAmt |
| Program Services | $456,124 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,184 | TotalAmt |
| Program Services | $218,184 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,736 | TotalAmt |
| Management And General | $100,736 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,132 | TotalAmt |
| Program Services | $114,132 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,084 | TotalAmt |
| Program Services | $121,084 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,718 | TotalAmt |
| Program Services | $101,718 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,756 | TotalAmt |
| Management And General | $29,756 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,928 | TotalAmt |
| Program Services | $163,928 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,807 | TotalAmt |
| Program Services | $51,807 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PROF. DEVELOPMENT | $117,374 | $117,374 |
| FACILITY MANAGEMENT | $25,000 | $25,000 |
| DUES & SUBSCRIPTIONS | $9,520 | $9,520 |
| REPAIRS & MAINTENANCE | $13,156 | $13,156 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,021 | TotalAmt |
| Program Services | $188,021 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,155,333 | TotalAmt |
| Program Services | $6,734,204 | ProgramServicesAmt |
| Management And General | $1,421,129 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,720,202 | BOYAmt |
| EOY | $4,065,692 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,066 | BOYAmt |
| EOY | $339,752 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869 | BOYAmt |
| EOY | $688 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,616 | BOYAmt |
| EOY | $116,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,241,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,510,688 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $754,070 | BOYAmt |
| EOY | $730,699 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,319,873 | BOYAmt |
| EOY | $9,434,314 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,149,896 | BOYAmt |
| EOY | $14,688,229 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,488,058 | BOYAmt |
| EOY | $3,008,888 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,749,877 | BOYAmt |
| EOY | $4,511,841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,237,935 | BOYAmt |
| EOY | $7,520,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,911,961 | BOYAmt |
| EOY | $7,167,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,911,961 | BOYAmt |
| EOY | $7,167,500 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,149,896 | BOYAmt |
| EOY | $14,688,229 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$707,095 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $52,578 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$89,944 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 13 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (13 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| GREENCROFT GOSHEN INC | ||||
| 351270709 | 9 | Yes (true) | $0 | $0 |
| GREENCROFT CENTRAL MANOR INC | ||||
| 356047318 | 9 | Yes (true) | $0 | $0 |
| GREENCROFT MANOR II INC | ||||
| 351377430 | 9 | Yes (true) | $0 | $0 |
| GREENCROFT MANOR III INC | ||||
| 351431475 | 9 | Yes (true) | $0 | $0 |
| GREENCROFT HOME HEALTH SERVICES INC | ||||
| 351606010 | 9 | Yes (true) | $0 | $0 |
| GREENCROFT COMMUNITIES FOUNDATION | ||||
| 237126990 | 7 | Yes (true) | $0 | $0 |
| GREENCROFT MIDDLEBURY INC | ||||
| 300036865 | 9 | Yes (true) | $0 | $0 |
| SOUTHFIELD VILLAGE INC | ||||
| 351866553 | 9 | Yes (true) | $0 | $0 |
| HAVEN HUBBARD HOMES INC | ||||
| 350870110 | 9 | Yes (true) | $0 | $0 |
| CHICAGO TRAIL VILLAGE INC | ||||
| 310990629 | 9 | Yes (true) | $0 | $0 |
| OAK GROVE CHRISTIAN RETIREMENT VILLAGE | ||||
| 351986767 | 9 | Yes (true) | $0 | $0 |
| WALNUT HILLS RETIREMENT COMMUNITIES | ||||
| 351317338 | 9 | Yes (true) | $0 | $0 |
| EDGEWATER PLACE INC | ||||
| 823596152 | 9 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 13 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 11 | THE ORGANIZATION PROVIDES CORPORATE AND MANAGEMENT SERVICES TO ALL SUPPORTED ORGANIZATIONS. |
| Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies | THE SUPPORTED ORGANIZATIONS HAVE REPRESENTATION, OR THE OPPORTUNITY THERETO, ON THE AUDIT/INVESTMENT COMMITTEE THAT REVIEWS INVESTMENT POLICIES AND AUDIT PLANNING/RESULTS FOR ALL AFFILIATED ENTITIES. SEVERAL TIMES A YEAR, THE PRESIDENTS OF EACH OF THE SUPPORTED ORGANIZATIONS MEET JOINTLY WITH THE PRESIDENT AND VICE-PRESIDENT, AND OTHER SENIOR MANAGEMENT, OF GREENCROFT RETIREMENT COMMUNITIES (GRC) TO REVIEW OPERATIONS. ALSO, EITHER THE PRESIDENT OR VICE-PRESIDENT OF GRC ARE PRESENT AT ALL OF THE BOARD MEETINGS OF THE SUPPORTED ORGANIZATIONS. |
| Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee | EACH OF THESE ENTITIES HAVE ONE MEMBER, GREENCROFT RETIREMENT COMMUNITIES, INC. (GRC), THAT IS ALSO A RELATED TAX-EXEMPT ORGANIZATION. THE RESERVED POWERS OF THE SOLE MEMBER ARE AS FOLLOWS: 1. APPROVAL TO ANY CHANGES IN CORPORATE MISSION, WHICH MAY BE PROPOSED BY THE ORGANIZATION, BUT WHICH SHALL BECOME EFFECTIVE ONLY UPON APPROVAL OF GRC 2. APPROVAL OF NOMINATED CANDIDATES TO SERVE AS DIRECTOR OF THE ORGANIZATION 3. THE CREATION OR DISCONTINUATION OF PROGRAMS OR SERVICES OFFERED BY THE ORGANIZATION 4. AMENDMENTS TO THE BYLAWS AND ARTICLES OF INCORPORATION 5. APPROVAL OR THE ADOPTION OF THE ANNUAL BUDGET 6. APPROVAL OF NON-BUDGETED CONTRACTS AND/OR NON-BUDGETED PURCHASES OF OVER $50,000 7. THE INCURRENCE OF INDEBTEDNESS OF OVER $500,000 8. THE SALE OF REAL ESTATE 9. THE DONATION OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS 10. ANY MERGER OR CONSOLIDATION WITH ANY OTHER ORGANIZATION, OR THE PARTIAL OR TOTAL DISSOLUTION OF THE ORGANIZATION 11. THE CREATION OF SUBSIDIARY CORPORATIONS, LLCS, PARTNERSHIPS, OR OTHER ENTERPRISES 12. THE ACQUISITION OF CONTROLLING INTERESTS IN ANOTHER ENTITY 13. THE APPOINTMENT OF THE PRESIDENT/CEO, CFO, SECRETARY, AND TREASURER OF THE CORPORATION (BUT NOT THE OFFICERS OF THE BOARD OF DIRECTORS) 14. THE REMOVAL OF THE CHAIR OF THE BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE 15. THE REMOVAL OF MEMBERS OF THE BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE NOTWITHSTANDING THESE RESERVED POWERS, THE MEMBER HAS NO FINANCIAL OBLIGATIONS OR RESPONSIBILITIES FOR ANY ACTIONS OF THE ORGANIZATION BY REASON OF SERVING AS A MEMBER. |
| Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities | SEE NARRATIVE FOR SCHEDULE A, PART IV, SECTION E, LINE 3A. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $383,032 | OtherCostOrOtherBasisAmt |
| Book Value | $383,032 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,662 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,337 | DepreciationAmt |
| Book Value | $325 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,848,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,501,351 | DepreciationAmt |
| Book Value | $347,342 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $730,699 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST RECEIVABLE | $525 |
| DFA - EDGEWATER PLACE | $2,340,956 |
| DFA - GREENCROFT CENTRAL MANOR | $78,961 |
| DFA - GREENCROFT MANOR III | $6,476 |
| DFA - GREENCROFT MIDDLEBURY | $2,216,336 |
| DFA - HAMILTON GROVE | $3,470,517 |
| DFA - OAK GROVE CHRISTIAN | $123,353 |
| DFA - SOUTHFIELD VILLAGE | $619,472 |
| DFA - WALNUT HILLS RETIREMENT | $548,073 |
| DFA - GREENCROFT GOSHEN | $29,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,434,314 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION LIABILITY | $96,570 |
| DTA - GREENCROFT MANOR II | $1,979,339 |
| DTA - GREENCROFT MANAGEMENT | $51,973 |
| DTA - GREENCROFT FOUNDATION | $148,483 |
| DTA - GREENCROFT GOSHEN | $1,418,410 |
| DTA - OTHER | $817,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,511,841 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 ASC 740 FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK KING LEFT 224 | ||||||||||||||
| FORMER PRESIDENT | $434,043 | $0 | $21,577 | $0 | $4,345 | $0 | $27,852 | $0 | $29,809 | $0 | $517,626 | $0 | $0 | $0 |
| LYNDA OLINSKI | ||||||||||||||
| TREASURER | $242,835 | $0 | $28,979 | $0 | $258 | $0 | $60,837 | $0 | $14,617 | $0 | $347,526 | $0 | $0 | $0 |
| RYDELL BONTRAGER | ||||||||||||||
| SECRETARY | $146,148 | $0 | $8,298 | $0 | $138 | $0 | $23,305 | $0 | $47,833 | $0 | $225,722 | $0 | $0 | $0 |
| AIMEE RIEMKE | ||||||||||||||
| ASSISTANT SECRETARY | $139,082 | $0 | $11,169 | $0 | $138 | $0 | $25,640 | $0 | $31,500 | $0 | $207,529 | $0 | $0 | $0 |
| CHANDRA STRADLING | ||||||||||||||
| VICE PRESIDENT | $263,931 | $0 | $31,712 | $0 | $432 | $0 | $50,423 | $0 | $432 | $0 | $346,930 | $0 | $0 | $0 |
| STEVEN SCHAAF | ||||||||||||||
| ADMIN - GOLDEN YEARS HOMESTEAD | $152,788 | $0 | $27,698 | $0 | $138 | $0 | $45,054 | $0 | $24,475 | $0 | $250,153 | $0 | $0 | $0 |
| LINDA O'NEILL | ||||||||||||||
| ADMIN - GREENCROFT GOSHEN | $189,496 | $0 | $29,355 | $0 | $229 | $0 | $39,885 | $0 | $14,617 | $0 | $273,582 | $0 | $0 | $0 |
| JINNY LONGBRAKE | ||||||||||||||
| VP HUMAN RESOURCES | $184,845 | $0 | $24,429 | $0 | $762 | $0 | $47,334 | $0 | $33,214 | $0 | $290,584 | $0 | $0 | $0 |
| CHERRY SMITH | ||||||||||||||
| DIRECTOR OF CLINICAL SERVICES | $140,081 | $0 | $6,286 | $0 | $1,530 | $0 | $8,503 | $0 | $1,764 | $0 | $158,164 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | MARK KING - $0 JINNY LONGBRAKE - $0 2000 SERP: EFFECTIVE JANUARY 1, 2000, THE BOARD OF DIRECTORS OF GREENCROFT GOSHEN ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN UNDER SECTION 457(F) ((AN UNQUALIFIED PLAN)) TO PROVIDE ITS EXECUTIVE GROUP OF EMPLOYEES WITH CERTAIN RETIREMENT BENEFITS. THE EXECUTIVE MUST HAVE BEEN EMPLOYED UNTIL AGE 62 TO RECEIVE THE BENEFIT. THIS PLAN ENDED. THE PLAN WAS RESTATED IN 2005 TO A QUALIFIED PLAN. NO PAYMENTS WERE MADE TO LISTED PERSONS IN CALENDAR YEAR 2024. PARTICIPANTS OF THE RESTATED 2005 PLAN (UNDER SECTION 457(B)) FOR FISCAL YEAR 2024 ARE JINNY LONGBRAKE, MARK KING AND LYNDA OLINSKI. |
| Schedule J, Part I, Line 7 Non-fixed payments | A COMPLETE DESCRIPTION OF THE ORGANIZATION'S COMPENSATION PHILOSOPHY AND METHODOLOGY FOR ESTABLISHING COMPENSATION IS PROVIDED ON SCHEDULE O UNDER THE HEADING "FORM 990, PART VI. SECTION B, LINE 15." |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a | GREENCROFT RETIREMENT COMMUNITIES, INC (GRC) IS THE SPONSOR OF THIRTEEN NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITIES (CCRC) AND HUD FACILITIES. GRC PROVIDES THEM WITH SUPPORT AND SERVICES, AND GIVES 2,200 ELDERLY RESIDENTS OF ALL ECONOMIC LEVELS AN ENVIRONMENT THAT EMBRACES THEIR CREATIVITY AND CONTRIBUTIONS, AS WELL AS THE CHALLENGES OF AGING. AT LEAST 30 PERCENT OF RESIDENTS HAVE INCOME BELOW THE FEDERAL POVERTY LINE. RESIDENTS WHO DO NOT MISUSE THEIR ASSETS ARE ELIGIBLE FOR SUPPORT FROM THE GREENCROFT COMMUNITIES FOUNDATION (ANOTHER RELATED ORGANIZATION) IF THEIR ASSETS RUN OUT. FOR THE ORGANIZATION, AS A WHOLE, OVER 9% OF TOTAL REVENUES WERE USED TO PROVIDE COMMUNITY BENEFITS, WHICH INCLUDES INDIGENT/CHARITY CARE. |
| Form 990, Part VI, Line 15 | Greencroft Communities' (GC) and all related affiliate organization's philosophy is to compensate team members in a fair manner for the worth of work provided within the current market value range for each position in the organization. GC will conduct periodic review of the market to develop average wages for positions within Greencroft Communities. Greencroft Communities and its affiliates will start team members that meet the minimum requirements for the position at/or near the starting wage. Team members with experience in a job are hired higher up in the wage scale. A hiring grid is used for up to eleven years of experience. Our compensation philosophy for team members of our organization is based on the various tiers. The first tier is general team members. We have hired an outside consultant to develop a compensation system for all of Greencroft Communities' positions. The consultants developed a system with wage scales that use the marketplace average for key positions as the starting point for the scales. The wage scales have a minimum, a 25th percentile, a 50th percentile (average) a 75th percentile and a maximum. We strive to keep the average pay in the marketplace for positions at the mid-point of our pay range for a position developed by our consultants. Periodically we hire a consultant to update the marketplace average for several key positions. The consultant will use area marketplace data, LeadingAge data, and other industry data to develop the average. Our compensation philosophy for Management and Executive Team members (Directors, Vice Presidents and above) of our organization is slightly different. The second tier is Management team members and vice presidents. The wage scale system is the same for our team members. However, our policy states that the management positions can earn up to the 100th percentile of the range for their position based on market conditions and experience. Our third tier is Senior Vice Presidents and CEO team members. The Board has also designed a qualified deferred compensation program for this tier of employee. Annually the board sets aside up to 5% of these team members' wages in this program. Annually the Board reviews the salary and wage comparisons for each executive team members member. The overall compensation policy, the VPs compensation policies and the CEO compensation policy are approved by the Greencroft Communities (GC) Board of Directors. The various affiliates in the GC structure review the compensation policies. Annually the GC Board and its affiliate Boards review the compensation of their respective Executive Teams. They compare base wages and variable pay plan with national data provided by LeadingAge (formerly the American Association of Homes and Services for the Aging - AAHSA). The Boards review the current wage, the percentile ranking of the employee in his/her respective range and the median of the marketplace compared to the mid-point of the employee's range. The Boards document these meetings and actions taken in their Board minutes. The GC Board has reviewed the base wage and the variable pay for the President and CEO of Greencroft Communities for fiscal year 2024. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A FINAL DRAFT OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, IS PRESENTED BY OUR TAX ADVISORS TO THE ORGANIZATION'S AUDIT COMMITTEE AT A REGULARLY SCHEDULED MEETING. A COPY OF THE FINAL DRAFT IS THEN PROVIDED TO EACH BOARD MEMBER PRIOR TO ITS FILING. THIS ALLOWS THE BOARD OF DIRECTORS AND MANAGEMENT TO REVIEW AND PROVIDE COMMENTS AND EXPLANATIONS REGARDING THE FORM. |
| Form 990, Part VI, Line 12c Conflict of interest policy | BOARD MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION. THE TREASURER REVIEWS EACH POLICY STATEMENT SIGNED BY THESE INDIVIDUALS TO DETERMINE IF ANY CONFLICTS HAVE OCCURRED AND NEED TO BE BROUGHT TO THE ATTENTION OF THE BOARD. IF A CONFLICT ARISES, THE RESPECTIVE BOARD MEMBER WILL ABSTAIN HIM/HERSELF FROM ANY RELATED DISCUSSION, VOTE OR SIMILAR ACTION ON THE MATTER. |
| Form 990, Part VI, Line 19 Required documents available to the public | GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | TRANSFER TO AFFILIATES - -89944; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREENCROFT CENTRAL MANOR INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 356047318 | HOUSING | IN | 501(c)(3) | 10 | GRC | Yes (true) | |
| GREENCROFT COMMUNITIES FOUNDATION INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 237126990 | FUNDRAISING | IN | 501(c)(3) | 7 | GRC | Yes (true) | |
| GREENCROFT GOSHEN INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351270709 | HEALTHCARE | IN | 501(c)(3) | 10 | GRC | Yes (true) | |
| GREENCROFT HOME HEALTH SERVICES INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351606010 | HOME HEALTH | IN | 501(c)(3) | 10 | GRC | Yes (true) | |
| GREENCROFT MANOR II INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351377430 | HOUSING | IN | 501(c)(3) | 10 | GRC | Yes (true) | |
| GREENCROFT MANOR III INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351431475 | HOUSING | IN | 501(c)(3) | 10 | GRC | Yes (true) | |
| GREENCROFT MIDDLEBURY INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 300036865 | HOUSING | IN | 501(c)(3) | 10 | GRC | Yes (true) | |
| CHICAGO TRAIL VILLAGE INC | |||||||||||
| 31869 CHICAGO TRAIL | NEW CARLISLE | IN | 46552 | 310990629 | HOUSING | IN | 501(c)(3) | 10 | HHH | Yes (true) | |
| HAVEN HUBBARD HOMES INC | |||||||||||
| 31869 CHICAGO TRAIL | NEW CARLISLE | IN | 46552 | 350870110 | HEALTHCARE | IN | 501(c)(3) | 10 | GRC | Yes (true) | |
| OAK GROVE CHRISTIAN RETIREMENT VILLAGE | |||||||||||
| 221 WEST DIVISION ROAD | DEMOTTE | IN | 46310 | 351986767 | HEALTHCARE | IN | 501(c)(3) | 10 | GRC | Yes (true) | |
| SOUTHFIELD VILLAGE INC | |||||||||||
| 6450 MIAMI CIRCLE | SOUTH BEND | IN | 46614 | 351866553 | HEALTHCARE | IN | 501(c)(3) | 10 | GRC | Yes (true) | |
| WALNUT HILLS RETIREMENT COMMUNITIES INC | |||||||||||
| PO BOX 129 | WALNUT CREEK | OH | 44687 | 351317338 | HEALTHCARE | IN | 501(c)(3) | 10 | GRC | Yes (true) | |
| EDGEWATER PLACE INC | |||||||||||
| 11351 LAFAYETTE | PLAIN CITY | IN | 43064 | 823596152 | HEALTHCARE | IN | 501(c)(3) | 10 | GRC | Yes (true) | PLAIN CITY ROAD |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENCROFT MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 819 | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270259652 | EIN |
| Primary Activities | MGMT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Share Of Total Income | -$3,622 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $51,941 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GREENCROFT MIDDLEBURY INC | ||
| L | $66,250 | ACTUAL COST |
| HAVEN HUBBARD HOMES INC | ||
| L | $102,782 | ACTUAL COST |
| OAK GROVE CHRISTIAN RETIREMENT VILLAGE INC | ||
| L | $519,064 | ACTUAL COST |
| SOUTHFIELD VILLAGE INC | ||
| L | $582,078 | ACTUAL COST |
| WALNUT HILLS RETIREMENT COMMUNITIES INC | ||
| D | $500,000 | CASH VALUE |
| WALNUT HILLS RETIREMENT COMMUNITIES INC | ||
| L | $135,500 | ACTUAL COST |
| EDGWATER PLACE INC | ||
| L | $230,307 | ACTUAL COST |
| GREENCROFT CENTRAL MANOR | ||
| L | $48,643 | ACTUAL COST |
| WALNUT HILLS RETIREMENT COMMUNITIES INC | ||
| R | $89,944 | ACTUAL COST |
| EDGEWATER PLACE INC | ||
| D | $1,940,000 | CASH VALUE |
| GREENCROFT GOSHEN INC | ||
| L | $3,543,822 | ACTUAL COST |
| GREENCROFT MANOR II INC | ||
| E | $2,000,000 | CASH VALUE |
| GREENCROFT MANOR II INC | ||
| L | $110,553 | ACTUAL COST |
| GREENCROFT MANOR III INC | ||
| L | $72,718 | ACTUAL COST |
| GREENCROFT MIDDLEBURY INC | ||
| D | $1,750,000 | CASH VALUE |
| GREENCROFT MANAGEMENT INC | ||
| L | $55,924 | ACTUAL COST |
| GREENCROFT GOSHEN INC | ||
| Q | $165,142 | ACTUAL COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV | FormAndLineReferenceDesc |
| Explanation | NAME OF RELATED ORGANIZATION: GREENCROFT MANAGEMENT, INC. DIRECT CONTROLLING ENTITY: GREENCROFT RETIREMENT COMMUNITIES, INC. | ExplanationTxt |