GREENCROFT RETIREMENT COMMUNITIES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GREENCROFT RETIREMENT COMMUNITIES INC (EIN 30-0036587)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-02
- IRS object ID
- 201530929349300603
- Schema version
- 2013v4.0
- 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 | 2015-04-02T08:01:39-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 480370307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | GOSHEN | City |
| State | IN | State |
| ZIP Code | 46527 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE SHENK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5745374000 | PhoneNum |
| Signature | 2015-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 2483522500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK KING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 GREENCROFT BLVD | AddressLine1 |
| City | GOSHEN | City |
| State | IN | State |
| ZIP Code | 46526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,415,996 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | GREENCROFT RETIREMENT COMMUNITIES' MISSION IS TO PROVIDE MANAGEMENT & SUPPORT SERVICES TO RELATED NOT-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 | 8 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,241,776 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,927,235 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,964 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,376 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,362 | PYOtherRevenueAmt |
| CY Other Revenue | $5,167 | CYOtherRevenueAmt |
| PY Total Revenue | $4,285,102 | PYTotalRevenueAmt |
| CY Total Revenue | $3,971,778 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $59,373 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $235,305 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,530,477 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,804,541 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $924,576 | PYOtherExpensesAmt |
| CY Other Expenses | $819,858 | CYOtherExpensesAmt |
| PY Total Expenses | $4,514,426 | PYTotalExpensesAmt |
| CY Total Expenses | $4,859,704 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$229,324 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$887,926 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,239,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,819,675 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,435,296 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,847,472 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,803,850 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,972,203 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF GREENCROFT RETIREMENT COMMUNTITIES (GRC) IS TO PROVIDE MANAGEMENT AND SUPPORT SERVICES TO RELATED NOT-FOR-PROFIT ORGANIZATIONS THAT PROVIDE AFFORDABLE HOUSING, QUALITY CARE, AND CHARITY CARE FOR OLDER ADULTS. WE STRIVE TO IMPROVE THE QUALITY OF CARE BY CELEBRATING THE LIVES OF THE SENIORS LIVING IN OUR COMMUNITIES AND WORKING WITH THEM TO ENSURE THEY HAVE OPPORTUNITIES TO LIVE LIFE OUT TO THE FULLEST AND TO WORK TOGETHER TO ADDRESS THE CHALLENGES OF AGING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,113,160 | ExpenseAmt |
| Grant | $235,305 | GrantAmt |
| Revenue | $3,927,235 | RevenueAmt |
| Desc | GREENCROFT RETIREMENT COMMUNITIES, INC (GRC) IS THE SPONSOR OF TEN NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITIES (CCRC) AND HUD FACILITIES. GRC PROVIDES THEM WITH SUPPORT AND SERVICES, AND GIVES 2,000 ELDERLY RESIDENTS OF ALL ECONOMIC LEVELS AN ENVIRONMENT THAT EMBRACES THEIR CREATIVITY AND CONTRIBUTIONS, AS WELL AS THE CHALLENGES OF AGING. AT LEAST 40 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. | Desc |
| Total Program Service Expenses | $3,113,160 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 | DALE SHENK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5745374000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 GREENCROFT BLVD | AddressLine1 |
| City | GOSHEN | City |
| State | IN | State |
| ZIP Code | 46527 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS BLYLY | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROD DILLER | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LIZ GUNDEN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM L HISTAND | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM HOOVER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE NEUMANN NAFZIGER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LOREN ROTH | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLE THOMPSON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BYRON SHELTER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID OGLE | ||||||||
| BOARD MEMBER-PARTIAL YEAR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KING | ||||||||
| PRESIDENT | 50.00 | 0.10 | Yes (X) | $279,566 | $0 | $171,946 | ||
| ROBERT GIBSON | ||||||||
| VICE PRESIDENT/CFO | 45.00 | 3.50 | Yes (X) | $182,544 | $0 | $102,065 | ||
| DALE SHENK | ||||||||
| TREASURER | 32.00 | 12.00 | Yes (X) | $116,820 | $0 | $25,421 | ||
| TANE ADAMS | ||||||||
| SECRETARY | 0.10 | 0.80 | Yes (X) | $27,998 | $0 | $122 | ||
| KATHY BREWTON | ||||||||
| VP OF HUMAN RESOURCES | 40.00 | 0.00 | $110,643 | $0 | $21,099 | Yes (X) | ||
| SANDRA YODER | ||||||||
| ADMINISTRATOR - GOSHEN | 2.00 | 43.00 | $124,891 | $0 | $41,821 | Yes (X) | ||
| DAVID THOMPSON | ||||||||
| ADMINISTRATOR - HAVEN HUBBARD HOMES | 0.00 | 43.00 | $104,924 | $0 | $20,974 | Yes (X) | ||
| JOSEPH DORAN | ||||||||
| ADMINISTRATOR - SOUTHFIELD VILLAGE | 0.00 | 40.00 | $100,063 | $0 | $7,225 | Yes (X) | ||
| JEREMY KAUFFMAN | ||||||||
| ADMINISTRATOR - WALNUT HILLS | 0.00 | 40.00 | $100,143 | $0 | $25,813 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,147,592 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $416,486 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| D-J CONSTRUCTION COMPANY INC | |||||
| 3414 ELKHART ROAD | GOSHEN | IN | 46526 | CONSTRUCTION SERVICES | $1,528,253 |
| HEALTHCARE THERAPY SERVICES | |||||
| 1411 W COUNTY LINE RD SUITE A | GREENWOOD | IN | 46142 | THERAPY SERVICES | $852,434 |
| GREENCROFT GOSHEN INC | |||||
| PO BOX 819 | GOSHEN | IN | 46527 | FACILITY & GROUND MAINTENANCE | $696,000 |
| NIBLOCK EXCAVATING INC | |||||
| PO BOX 211 | BRISTOL | IN | 46507 | CONSTRUCTION SERVICES | $446,501 |
| ADP INC | |||||
| PO BOX 842875 | BOSTON | MA | 02284 | PAYROLL SERVICES | $328,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MGMT/AFFILIATE SUPPORT | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $3,927,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,927,235 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,927,235 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,037 | TotalRevenueColumnAmt |
| Exclusion | $40,037 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,436,557 | SecuritiesAmt |
| Other | $7,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,432,703 | SecuritiesAmt |
| Other | $11,515 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,854 | SecuritiesAmt |
| Other | -$4,515 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$661 | TotalRevenueColumnAmt |
| Exclusion | -$661 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,167 | TotalRevenueColumnAmt |
| Exclusion | $5,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,167 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,971,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,927,235 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,543 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,305 | TotalAmt |
| Program Services | $235,305 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,406 | TotalAmt |
| Program Services | $755,400 | ProgramServicesAmt |
| Management And General | $146,006 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,184,148 | TotalAmt |
| Program Services | $1,149,578 | ProgramServicesAmt |
| Management And General | $1,034,570 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,891 | TotalAmt |
| Program Services | $149,420 | ProgramServicesAmt |
| Management And General | $134,471 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,841 | TotalAmt |
| Program Services | $159,920 | ProgramServicesAmt |
| Management And General | $143,921 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,255 | TotalAmt |
| Program Services | $69,083 | ProgramServicesAmt |
| Management And General | $62,172 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,534 | TotalAmt |
| Management And General | $76,534 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,600 | TotalAmt |
| Management And General | $41,600 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,701 | TotalAmt |
| Program Services | $121,701 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,058 | TotalAmt |
| Program Services | $79,058 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,372 | TotalAmt |
| Management And General | $66,372 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,853 | TotalAmt |
| Program Services | $23,853 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,275 | TotalAmt |
| Program Services | $83,275 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,062 | TotalAmt |
| Program Services | $17,062 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,898 | TotalAmt |
| Management And General | $40,898 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,230 | TotalAmt |
| Program Services | $94,230 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,588 | TotalAmt |
| Program Services | $6,588 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PROF. DEVELOPMENT | $61,113 | $61,113 |
| FACILITY MAINTENANCE | $48,000 | $48,000 |
| DUES & SUBSCRIPTIONS | $26,837 | $26,837 |
| REPAIRS & MAINTENANCE | $18,601 | $18,601 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,136 | TotalAmt |
| Program Services | $14,136 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,859,704 | TotalAmt |
| Program Services | $3,113,160 | ProgramServicesAmt |
| Management And General | $1,746,544 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260 | BOYAmt |
| EOY | $200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,285,497 | BOYAmt |
| EOY | $6,340,205 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,204 | BOYAmt |
| EOY | $208,135 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396 | BOYAmt |
| EOY | $465 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,871 | BOYAmt |
| EOY | $292,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,708,340 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $992,078 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,355 | BOYAmt |
| EOY | $716,262 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,916,563 | BOYAmt |
| EOY | $3,262,207 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,239,146 | BOYAmt |
| EOY | $10,819,675 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,296 | BOYAmt |
| EOY | $772,825 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,000 | BOYAmt |
| EOY | $1,074,647 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,435,296 | BOYAmt |
| EOY | $1,847,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,803,850 | BOYAmt |
| EOY | $8,972,203 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,803,850 | BOYAmt |
| EOY | $8,972,203 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,239,146 | BOYAmt |
| EOY | $10,819,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$887,926 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $56,279 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (12 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| GREENCROFT GOSHEN INC | |||||
| 351270709 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| GREENCROFT CENTRAL MANOR INC | |||||
| 356047318 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| GREENCROFT MANOR II INC | |||||
| 351377430 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| GREENCROFT MANOR III INC | |||||
| 351431475 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| GREENCROFT HOME HEALTH SERVICES INC | |||||
| 351606010 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| GREENCROFT COMMUNITIES FOUNDATION INC | |||||
| 237126990 | 7 | Yes (1) | Yes (1) | Yes (1) | $210,000 |
| GREENCROFT MIDDLEBURY INC | |||||
| 300036865 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| SOUTHFIELD VILLAGE INC | |||||
| 351866553 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| HAVEN HUBBARD HOMES INC | |||||
| 350870110 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| CHICAGO TRAIL VILLAGE INC | |||||
| 310990629 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| OAK GROVE CHRISTIAN RETIREMENT VILLAGE INC | |||||
| 351986767 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| WALNUT HILLS RETIREMENT COMMUNITIES INC | |||||
| 351317338 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 12 | SupportedOrganizationsTotalCnt |
| Support Sum | $210,000 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART I, LINE 11H, COL. VII: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES CORPORATE AND MANAGEMENT SERVICES TO ALL SUPPORTED ORGANIZATIONS. | ExplanationTxt |
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 | $7,278 | DepreciationAmt |
| Book Value | $2,384 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,315,646 | OtherCostOrOtherBasisAmt |
| Depreciation | $984,800 | DepreciationAmt |
| Book Value | $330,846 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $716,262 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATE - GREENCROFT CENTRAL MANOR | $161,949 |
| DUE FROM AFFILIATE - GREENCROFT MANOR II | $8,081 |
| DUE FROM AFFILIATE - GREENCROFT MANOR III | $69,402 |
| DUE FROM AFFILIATE - GREENCROFT MIDDLEBURY | $2,017,574 |
| DUE FROM AFFILIATE - GREENCROFT GOSHEN | $192,979 |
| DUE FROM AFFILIATE - HAMILTON GROVE | $75,903 |
| DUE FROM AFFILIATE - CHICAGO TRAIL VILLAGE | $3,023 |
| DUE FROM AFFILIATE - WALNUT HILLS RETIREMENT COMMUNITIES | $568,366 |
| DUE FROM AFFILIATE - OAK GROVE CHRISTIAN RETIREMENT VILLAGE | $161,692 |
| ACCRUED INTEREST RECEIVABLE | $3,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,262,207 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION LIABILITY | $1,071,920 |
| DUE TO AFFILIATE - GREENCROFT FOUNDATION | $2,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,074,647 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INTERNAL REVENUE SERVICE HAS RULED THAT THE ORGANIZATIONS COMPRISING GREENCROFT RETIREMENT COMMUNITIES ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS BEEN DETERMINED TO BE A PUBLICLY SUPPORTED ORGANIZATION AND NOT A PRIVATE FOUNDATION. ACCORDINGLY, THE ORGANIZATION'S NET INVESTMENT INCOME IS NOT SUBJECT TO EXCISE TAX AND GIFTS MADE TO THE ORGANIZATION ARE DEDUCTIBLE ON THE PART OF DONORS, SUBJECT TO SPECIFIED LIMITATIONS FOR CHARITABLE CONTRIBUTIONS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2014 AND 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2011. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| MENNONITE HEALTH SERVICES | |||||||||
| 234 S MAIN ST STE A | GOSHEN | IN | 46526 | 231421919 | 501(C)(3) | $8,000 | N/A | N/A | MENNONITE HEALTH ASSEMBLY SPONSORSHIP |
| GREENCROFT COMMUNITIES FOUNDATION INC | |||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 237126990 | 501(C)(3) | $210,000 | N/A | N/A | HEALTHCARE RENOVATION CAPITAL CAMPAIGN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS MADE ARE UNRESTRICTED AND CAN BE USED IN ANY WAY THE RECIPIENT SEES FIT TO FURTHER ITS TAX-EXEMPT PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 | ||||||||||||||
| PRESIDENT | $277,212 | $0 | $0 | $0 | $2,354 | $0 | $153,499 | $0 | $18,447 | $0 | $451,512 | $0 | $0 | $0 |
| ROBERT GIBSON | ||||||||||||||
| VICE PRESIDENT/CFO | $180,903 | $0 | $0 | $0 | $1,641 | $0 | $87,729 | $0 | $14,336 | $0 | $284,609 | $0 | $0 | $0 |
| SANDRA YODER | ||||||||||||||
| ADMINISTRATOR - GOSHEN | $116,154 | $0 | $8,660 | $0 | $77 | $0 | $26,189 | $0 | $15,632 | $0 | $166,712 | $0 | $8,660 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | KATHY BREWTON - $0 ROBERT GIBSON - $0 MARK KING - $0 |
| SCHEDULE J, PART I, LINE 4B: | 2000 SERP: EFFECTIVE JANUARY 1, 2000, THE BOARD OF DIRECTORS OF GREENCROFT GOSHEN ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN UNDER SECTION 457(F) TO PROVIDE ITS EXECUTIVE GROUP OF EMPLOYEES WITH CERTAIN RETIREMENT BENEFITS. THE EXECUTIVE MUST BE EMPLOYED UNTIL AGE 62 TO RECEIVE THE BENEFIT. THE PLAN WAS FROZEN IN 2005. NO PAYMENTS WERE MADE TO LISTED PERSONS IN CALENDAR YEAR 2013. PARTICIPANTS OF THIS PLAN ARE KATHY BREWTON AND ROBERT GIBSON. 2011 RETENTION SERP: THE 2011 RETENTION SERP IS DESIGNED TO RETAIN STAFF UP TO A CERTAIN AGE. THE PAYMENT INTO THE FUND IS BASED ON ANNUALLY REACHING THE BOARD'S FINANCIAL AND QUALITY TARGETS. IF THESE TARGETS ARE MET, THE BOARD PLACES A PAYMENT INTO THE FUND ON BEHALF OF THE EMPLOYEES. THE GOAL IS TO RETAIN THE EMPLOYEE BY PAYING A MARKET COMPETITIVE WAGE IF THE EMPLOYEE STAYS WITH THE ORGANIZATION UNTIL AGE 62. THE BOARD WILL NOT PAY ABOVE THE 75TH PERCENTILE OF THE MARKET RANGE FOR THE POSITION IN A GIVEN YEAR, INCLUDING THE SERP AMOUNT ALLOWED FOR THE EMPLOYEE. PARTICIPANTS OF THIS PLAN ARE ROBERT GIBSON AND MARK KING. |
| SCHEDULE J, PART I, LINE 3: | 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 L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERENCE FINANCIAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ROD DILLER, CURRENT BOARD MEMBER, IS AN OFFICER OF EVERENCE FINANCIAL | RelationshipDescriptionTxt |
| Transaction | $352,448 | TransactionAmt |
| Transaction | INSURANCE AND OTHER SERVICES PROVIDED BY EVERENCE FINANCIAL TO GREENCROFT RETIREMENT COMMUNITIES, INC. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION DOES NOT HAVE MEMBERS. THE ORGANIZATION'S SPONSOR, MENNONITE HEALTH SERVICES, APPOINTS SIX OF THE NINE DIRECTORS OF THE BOARD ("SPONSOR APPOINTED DIRECTORS"). A SPONSOR APPOINTED DIRECTOR MAY BE REMOVED AT ANY TIME WITH OR WITHOUT CAUSE. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 CHANGES TO THE REDESIGNED FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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, SECTION B, LINE 15 | GREENCROFT COMMUNITIES' (GC) 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 WILL START EMPLOYEES THAT MEET THE MINIMUM REQUIREMENTS FOR THE POSITION AT/OR NEAR THE STARTING WAGE. EMPLOYEES 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 STAFF OF OUR ORGANIZATION IS BASED ON THE VARIOUS TIERS. THE FIRST TIER IS GENERAL AND MANAGEMENT STAFF. 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 EXECUTIVE STAFF (VICE PRESIDENTS AND ABOVE) OF OUR ORGANIZATION IS SLIGHTLY DIFFERENT. THE SECOND TIER IS VICE PRESIDENTS. THE WAGE SCALE SYSTEM IS THE SAME FOR OUR STAFF. HOWEVER, OUR POLICY STATES THAT VICE PRESIDENTS CAN EARN UP TO THE 85TH PERCENTILE OF THE RANGE FOR THEIR POSITION. OUR THIRD TIER IS SENIOR VICE PRESIDENTS AND CEO STAFF. THE WAGE SCALE SYSTEM IS THE SAME FOR OUR STAFF. HOWEVER, THERE ARE TWO DIFFERENCES. FIRST, THE POLICY STATES THAT SENIOR VICE PRESIDENTS AND THE CEO CAN EARN UP TO THE 75TH PERCENTILE OF THE RANGE FOR THEIR POSITION. THE PAY RANGE USES THE MARKETPLACE MEDIAN AS THE MID-POINT FOR THESE PAY RANGES, NOT THE MARKETPLACE AVERAGE. GENERALLY THE MEDIAN IS BELOW THE AVERAGE. THE BOARD HAS ALSO DESIGNED A QUALIFIED DEFERRED COMPENSATION PROGRAM FOR THIS TIER OF EMPLOYEE. ANNUALLY THE BOARD SETS ASIDE UP TO 10% OF THESE EMPLOYEES' WAGES IN THIS PROGRAM. ANNUALLY THE BOARD REVIEWS THE SALARY AND WAGE COMPARISONS FOR EACH EXECUTIVE STAFF MEMBER. A FISCAL YEAR 2014 SURVEY OF OUR EXECUTIVE POSITIONS SHOW THE FOLLOWING BREAKDOWNS: VICE PRESIDENT, SENIOR VICE PRESIDENT & CEO: NUMBER OF EMPLOYEES IN GROUP 0 TO 24TH PERCENTILE 0 (0%) 25TH TO 49TH PERCENTILE 2 (15%) 50TH TO 74TH PERCENTILE 9 (70%) 75TH TO 100TH+ PERCENTILE 2 (15%) THE OVERALL COMPENSATION POLICY, THE VPS COMPENSATION POLICES 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. IN THE FISCAL YEAR 2014 THIS POSITION WAS AT THE 53RD PERCENTILE OF THE MARKET FOR SIMILAR SIZE NON-PROFIT ORGANIZATIONS IN TOTAL CASH COMPENSATION AND AT THE 0 PERCENTILE OF THE MARKET FOR THE VARIABLE PAY COMPENSATION. THE LEADINGAGE/ZIEGLER 2014 DATA SHOWS TOTAL CASH COMPENSATION TO BE $233,800 TO $573,100. THREE YEARS AGO THE BOARD ADDED AN UNQUALIFIED SERP PROGRAM FOR THE TOP TWO EXECUTIVES (THE CEO AND THE CFO) OF THE ORGANIZATION. THE PURPOSE IS IN RECOGNITION OF TEN YEARS OF POSITIVE PERFORMANCE AND TO SERVE AS A RETENTION INCENTIVE, SO THE ORGANIZATION DOES NOT LOSE THIS TALENT TO OTHERS OFFERING A MORE COMPETITIVE WAGE. PAYMENTS INTO THE SERP ARE BASED ON LONGEVITY AND ORGANIZATIONAL PERFORMANCE. ANNUALLY THE BOARD REVIEWS FINANCIAL PERFORMANCE AND ALLOCATES A DOLLAR AMOUNT INTO AN UNQUALIFIED SERP FOR THESE TWO EXECUTIVES. THE EXECUTIVES NEED TO BE EMPLOYED AT GC AT THE QUALIFYING AGE TO BE ELIGIBLE FOR PAYMENT FROM THIS FUND, IF THEY ARE NOT EMPLOYED THE FUNDS REMAIN WITH GC. IF THE EXECUTIVES WERE TO RECEIVE THE FUNDS TODAY, THEY WOULD EARN APPROXIMATELY THE 53TH AND 68TH PERCENTILE OF THE RANGE FOR THEIR RESPECTIVE POSITIONS. ADDITIONALLY, THE BOARD LOOKED AT TWO ADDITIONAL DATA SOURCES FOR WAGE COMPARISONS. 1) GUIDESTAR 2013 DATA SHOWS THAT CEOS OF RETIREMENT ORGANIZATIONS OF SIMILAR SIZE BASE COMPENSATION RANGE FROM $292,000 TO $674,000-- GC PRESIDENT IS AT THE 24TH PERCENTILE OF THE RANGE FOR CCRCS COUNTERPART ORGANIZATIONS. 2) LEADINGAGE/ZIEGLER 2011 DATA SHOWS THAT FOR-PROFIT CEOS BASE COMPENSATION RANGE IS $437,900 TO $875,000 GC PRESIDENT IS BELOW THE STARTING RANGE OF FOR-PROFITS COUNTERPARTS ORGAN THIS PROCESS WAS LAST PERFORMED IN FISCAL YEAR 2014. |
| FORM 990, PART VI, SECTION C, LINE 19 | 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 XII, LINE 2C: | THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GREENCROFT COMMUNITIES FOUNDATION INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 237126990 | FUNDRAISING | IN | 501(C)(3) | LINE 7 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| GREENCROFT GOSHEN INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351270709 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| GREENCROFT CENTRAL MANOR INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 356047318 | HOUSING | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| GREENCROFT MANOR II INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351377430 | HOUSING | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| GREENCROFT MANOR III INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351431475 | HOUSING | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| GREENCROFT MIDDLEBURY INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 300036865 | HOUSING | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| GREENCROFT HOME HEALTH SERVICES INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351606010 | HOME HEALTH | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| HAVEN HUBBARD HOMES INC DBA HAMILTON GROVE | ||||||||||
| 31869 CHICAGO TRAIL | NEW CARLISLE | IN | 46552 | 350870110 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| SOUTHFIELD VILLAGE INC | ||||||||||
| 6450 MIAMI CIRCLE | SOUTH BEND | IN | 46614 | 351866553 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| WALNUT HILLS RETIREMENT COMMUNITIES INC | ||||||||||
| PO BOX 129 | WALNUT CREEK | OH | 44687 | 351317338 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| CHICAGO TRAIL VILLAGE INC | ||||||||||
| 31891 CHICAGO TRAIL | NEW CARLISLE | IN | 46552 | 310990629 | HOUSING | IN | 501(C)(3) | LINE 9 | HAVEN HUBBARD HOMES INC DBA HAMILTON GROVE | Yes (1) |
| OAK GROVE CHRISTIAN RETIREMENT VILLAGE INC | ||||||||||
| 221 WEST DIVISION ROAD | DEMOTTE | IN | 46310 | 351986767 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | Yes (1) |
| HAMILTON FOUNDATION INC | ||||||||||
| 31869 CHICAGO TRAIL | NEW CARLISLE | IN | 46552 | 351764275 | FUNDRAISING | IN | 501(C)(3) | LINE 11A, I | HAVEN HUBBARD HOMES INC DBA HAMILTON GROVE | Yes (1) |
| MENNONITE HEALTH SERVICES | ||||||||||
| 234 S MAIN STREET SUITE A | GOSHEN | IN | 46526 | 231421919 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENCROFT MANAGEMENT INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 819 | AddressLine1 |
| City | GOSHEN | City |
| State | IN | State |
| ZIP Code | 46527 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270259652 | EIN |
| Primary Activities | MANAGEMENT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENCROFT RETIREMENT COMMUNITIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $26,185 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $45,077 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GREENCROFT MIDDLEBURY INC | ||
| L | $72,577 | ACTUAL COST |
| GREENCROFT GOSHEN INC | ||
| L | $2,289,829 | ACTUAL COST |
| GREENCROFT MANAGEMENT INC | ||
| L | $159,970 | ACTUAL COST |
| HAVEN HUBBARD HOMES INC | ||
| L | $590,434 | ACTUAL COST |
| OAK GROVE CHRISTIAN RETIREMENT VILLAGE INC | ||
| L | $385,879 | ACTUAL COST |
| SOUTHFIELD VILLAGE INC | ||
| L | $456,715 | ACTUAL COST |
| WALNUT HILLS RETIREMENT COMMUNITIES INC | ||
| L | $520,094 | ACTUAL COST |
| GREENCROFT MANOR II INC | ||
| L | $108,790 | ACTUAL COST |
| GREENCROFT MANOR III INC | ||
| L | $71,947 | ACTUAL COST |
| GREENCROFT MIDDLEBURY INC | ||
| D | $2,000,000 | CASH VALUE |
| GREENCROFT CENTRAL MANOR INC | ||
| L | $53,681 | ACTUAL COST |
| GREENCROFT MIDDLEBURY INC | ||
| A | $7,917 | ACTUAL COST |
| GREENCROFT GOSHEN INC | ||
| M | $56,289 | ACTUAL COST |