GREENCROFT RETIREMENT COMMUNITIES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GREENCROFT RETIREMENT COMMUNITIES INC (EIN 30-0036587)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201301349349302865
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T11:23:00-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300036587 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENCROFT RETIREMENT COMMUNITIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GREE | NameControl |
| Phone | 5745374000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DALE SHENK | Name |
| Title | TREASURER | Title |
| Phone | 5745374000 | Phone |
| Date Signed | 2013-04-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN MIENCIER | Name |
| PTIN | P00842339 | PTIN |
| Phone | 2483522500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK KING | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 6347245 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GREENCROFT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 38 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16460 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16035 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4577455 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4575859 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 211784 | InvestmentIncomePriorYear |
| Investment Income Current Year | 102333 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3491 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3007 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4809190 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4697234 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 799649 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 53335 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3456427 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3577840 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 701081 | OtherExpensePriorYear |
| Other Expenses Current Year | 809337 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4957157 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4440512 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -147967 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 256722 | RevenuesLessExpensesCY |
| Total Assets BOY | 11200049 | TotalAssetsBOY |
| Total Assets EOY | 11372848 | TotalAssetsEOY |
| Total Liabilities BOY | 1377305 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1329049 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9822744 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10043799 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4265827 | Expense |
| Grants | 53335 | Grants |
| Revenue | 4575859 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 4265827 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 80 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 38 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALE SHENK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5745374000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 GREENCROFT BLVD | AddressLine1 |
| City | GOSHEN | City |
| State | IN | State |
| ZIP Code | 46527 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DAVID OGLE | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| DENNIS BLYLY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROD DILLER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JIM L HISTAND | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SAM HOOVER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LAURIE NEUMANN NAFZIGER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LOREN ROTH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DANIELLE THOMPSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SHERMAN W HANSEN | |||||||
| BOARD MEMBER - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN L LIECHTY | |||||||
| BOARD MEMBER - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| DALE L WEAVER | |||||||
| BOARD MEMBER - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| MARK KING | |||||||
| PRESIDENT | 40.00 | X | 270319 | 0 | 186703 | ||
| ROBERT GIBSON | |||||||
| VICE PRESIDENT/CFO | 40.00 | X | 177169 | 0 | 88299 | ||
| DALE SHENK | |||||||
| TREASURER | 40.00 | X | 108720 | 0 | 37720 | ||
| TANE ADAMS | |||||||
| SECRETARY | 40.00 | X | 43862 | 0 | 18205 | ||
| PATRICIA FORD | |||||||
| SECRETARY - PARTIAL YEAR | 40.00 | X | 49954 | 0 | 9322 | ||
| KATHY BREWTON | |||||||
| VP OF HUMAN RESOURCES | 40.00 | 102599 | 0 | 33651 | X | ||
| SANDRA YODER | |||||||
| ADMINISTRATOR - GOSHEN | 2.00 | 120634 | 0 | 38410 | X | ||
| DAVID THOMPSON | |||||||
| ADMINISTRATOR - HAVEN HUBBARD HOMES | 2.00 | 102868 | 0 | 22967 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 976125 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 435277 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| YODER AINLAY ULMER & BUCKINGHAM | |||||
| 130 N MAIN ST PO BOX 575 | GOSHEN | IN | 46527 | LEGAL | 196292 |
| PLANTE & MORAN PLLC | |||||
| PO BOX 307 | SOUTHFIELD | MI | 48037 | ACCOUNTING | 178572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 16035 | RelatedOrganizations |
| Total Contributions | 16035 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT/AFFILIATE S | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 4575859 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4575859 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4575859 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107146 | TotalRevenueColumn |
| Exclusion | $107,146 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1600000 | Securities |
| Other | 45198 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1622813 | Securities |
| Other | 27198 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -22813 | Securities |
| Other | 18000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4813 | TotalRevenueColumn |
| Exclusion | -$4,813 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3007 | TotalRevenueColumn |
| Exclusion | $3,007 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3007 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4697234 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4575859 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $105,340 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53335 | Total |
| Program Services | 53335 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 981422 | Total |
| Program Services | 981422 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2037522 | Total |
| Program Services | 2037522 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135583 | Total |
| Program Services | 135583 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286280 | Total |
| Program Services | 286280 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137033 | Total |
| Program Services | 137033 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68885 | Total |
| Management And General | 68885 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45172 | Total |
| Management And General | 45172 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117471 | Total |
| Program Services | 117471 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64573 | Total |
| Program Services | 64573 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60628 | Total |
| Management And General | 60628 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35963 | Total |
| Program Services | 35963 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81395 | Total |
| Program Services | 81395 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28812 | Total |
| Program Services | 28812 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28455 | Total |
| Program Services | 28455 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92467 | Total |
| Program Services | 92467 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2960 | Total |
| Program Services | 2960 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PROF. DEVELOPMENT | 89805 | 89805 |
| FACILITY MAINTENANCE | 28200 | 28200 |
| REPAIRS & MAINTENANCE | 20248 | 20248 |
| DUES & SUBSCRIPTIONS | 19744 | 19744 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24559 | Total |
| Program Services | 24559 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4440512 | Total |
| Program Services | 4265827 | ProgramServices |
| Management And General | 174685 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260 | BOY |
| EOY | 260 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7631961 | BOY |
| EOY | 8109865 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44143 | BOY |
| EOY | 15411 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1103 | BOY |
| EOY | 123 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283612 | BOY |
| EOY | 256077 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1615857 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 980986 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 591947 | BOY |
| EOY | 634871 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 341176 | BOY |
| EOY | 341176 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2305847 | BOY |
| EOY | 2015065 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11200049 | BOY |
| EOY | 11372848 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 773121 | BOY |
| EOY | 689187 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 17799 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604184 | BOY |
| EOY | 622063 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1377305 | BOY |
| EOY | 1329049 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9822744 | BOY |
| EOY | 10043799 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9822744 | BOY |
| EOY | 10043799 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11200049 | BOY |
| EOY | 11372848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 256722 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -35667 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (12 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| GREENCROFT GOSHEN INC | |||||
| 351270709 | 9 | 1 | 1 | 1 | $0 |
| GREENCROFT CENTRAL MANOR INC | |||||
| 356047318 | 9 | 1 | 1 | 1 | $0 |
| GREENCROFT MANOR II INC | |||||
| 351377430 | 9 | 1 | 1 | 1 | $0 |
| GREENCROFT MANOR III INC | |||||
| 351431475 | 9 | 1 | 1 | 1 | $0 |
| GREENCROFT HOME HEALTH SERVICES INC | |||||
| 351606010 | 9 | 1 | 1 | 1 | $0 |
| GREENCROFT COMMUNITIES FOUNDATION INC | |||||
| 237126990 | 7 | 1 | 1 | 1 | $10,000 |
| GREENCROFT MIDDLEBURY INC | |||||
| 300036865 | 9 | 1 | 1 | 1 | $0 |
| SOUTHFIELD VILLAGE INC | |||||
| 351866553 | 9 | 1 | 1 | 1 | $0 |
| HAVEN HUBBARD HOMES INC | |||||
| 350870110 | 9 | 1 | 1 | 1 | $0 |
| CHICAGO TRAIL VILLAGE INC | |||||
| 310990629 | 9 | 1 | 1 | 1 | $0 |
| OAK GROVE CHRISTIAN RETIREMENT VILLAGE INC | |||||
| 351986767 | 9 | 1 | 1 | 1 | $0 |
| WALNUT HILLS RETIREMENT COMMUNITIES INC | |||||
| 351317338 | 9 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 12 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 10000 | SumOfAmounts |
| General Explanation | MISC INCOME RECEIVED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE | GeneralExplanation |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART I, LINE 11H, COL. VII - THE ORGANIZATION PROVIDES CORPORATE AND MANAGEMENT SERVICES TO ALL SUPPORTED ORGANIZATIONS. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 383032 | OtherCostOrOtherBasis |
| Book Value | 383032 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8235 | OtherCostOrOtherBasis |
| Depreciation | 5348 | Depreciation |
| Book Value | 2887 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1224590 | OtherCostOrOtherBasis |
| Depreciation | 975638 | Depreciation |
| Book Value | 248952 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 634871 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (12 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATE - GREENCROFT CENTRAL MANOR | 70492 |
| DUE FROM AFFILIATE - GREENCROFT MANOR II | 6952 |
| DUE FROM AFFILIATE - GREENCROFT MANOR III | 34150 |
| DUE FROM AFFILIATE - GREENCROFT MIDDLEBURY | 1008942 |
| DUE FROM AFFILIATE - GREENCROFT GOSHEN | 97722 |
| DUE FROM AFFILIATE - SOUTHFIELD VILLAGE | 67444 |
| DUE FROM AFFILIATE - HAMILTON GROVE | 109293 |
| DUE FROM AFFILIATE - CHICAGO TRAIL VILLAGE | 3914 |
| DUE FROM AFFILIATE - WALNUT HILLS RETIREMENT COMMUNITIES | 546675 |
| DUE FROM AFFILIATE - GREENCROFT MANAGEMENT | 9625 |
| DUE FROM AFFILIATE - OAK GROVE CHRISTIAN RETIREMENT VILLAGE | 36149 |
| ACCRUED INTEREST RECEIVABLE | 23707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2015065 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION LIABILITY | $578,947 |
| DUE TO AFFILIATE - GREENCROFT FOUNDATION | $43,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 622063 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| 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, 2012 AND 2011, 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, 2009. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| MENNONITE HEALTH SERVICES | |||||||
| 234 S MAIN ST STE A | GOSHEN | IN | 46526 | 231421919 | 501(C)(3) | 8000 | MENNONITE HEALTH ASSEMBLY SPONSORSHIP |
| GREENCROFT COMMUNITIES FOUNDATION INC | |||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 237126990 | 501(C)(3) | 10000 | HEALTHCARE RENOVATION CAPITAL CAMPAIGN |
| CITY OF GOSHEN INDIANA | |||||||
| CITY HALL 202 S 5TH ST | GOSHEN | IN | 46528 | 356001045 | 15000 | TO SUPPORT OPERATIONS | |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: .GRANTS MADE ARE UNRESTRICTED AND CAN BE USED IN ANY WAY THE RECIPIENT SEES FIT TO FURTHER ITS TAX-EXEMPT PURPOSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK KING | |||||||||||||
| 267618 | 0 | 0 | 0 | 2701 | 0 | 163947 | 0 | 22756 | 0 | 457022 | 0 | 0 | 0 |
| ROBERT GIBSON | |||||||||||||
| 161865 | 0 | 13430 | 0 | 1874 | 0 | 65271 | 0 | 23028 | 0 | 265468 | 0 | 0 | 0 |
| SANDRA YODER | |||||||||||||
| 111210 | 0 | 9361 | 0 | 63 | 0 | 27294 | 0 | 11116 | 0 | 159044 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | PART I, LINE 4B: KATHY BREWTON - $0 ROBERT GIBSON - $0 MARK KING - $0 | |
| PART III | 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 2011. 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. | SUPPLEMENTAL INFORMATION |
| PART III | 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." | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERENCE FINANCIAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | ROD DILLER, CURRENT BOARD MEMBER, IS AN OFFICER OF EVERENCE FINANCIAL | Relationship |
| Amount Of Transaction | 346634 | AmountOfTransaction |
| Description Of Transaction | INSURANCE AND OTHER SERVICES PROVIDED BY EVERENCE FINANCIAL TO GREENCROFT RETIREMENT COMMUNITIES, INC. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 REVIEWS 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, AAHSA 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 2012 SURVEY OF OUR EXECUTIVE POSITIONS SHOW THE FOLLOWING BREAKDOWNS: VICE PRESIDENT, SENIOR VICE PRESIDENT & CEO: # OF EMPLOYEES IN GROUP 0 TO 24TH PERCENTILE 0 (0%) 25TH TO 49TH PERCENTILE 5 (42%) 50TH TO 74TH PERCENTILE 6 (50%) 75TH TO 100TH+ PERCENTILE 1 (8%) 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 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 2012 THIS POSITION WAS AT THE 58TH PERCENTILE OF THE MARKET FOR SIMILAR SIZE ORGANIZATIONS IN TOTAL CASH COMPENSATION AND AT THE 14TH PERCENTILE OF THE MARKET FOR THE VARIABLE PAY COMPENSATION. THE AAHSA/ZIEGLER 2011 DATA SHOWS TOTAL CASH COMPENSATION TO BE $247,900 TO $567,300. THE ORGANIZATION MAINTAINS A NONQUALIFIED SERP PROGRAM FOR THE TOP TWO EXECUTIVES (THE CEO AND THE CFO) OF THE ORGANIZATION. THE PURPOSE IS IN RECOGNITION OF SEVERAL 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 NONQUALIFIED 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 63RD AND 62ND PERCENTILE OF THE RANGE FOR THEIR RESPECTIVE POSITIONS. ADDITIONALLY, THE BOARD LOOKED AT TWO ADDITIONAL DATA SOURCES FOR WAGE COMPARISONS. 1)GUIDESTAR 2008 DATA SHOWS THAT CEOS OF A)CCRCS OF SIMILAR SIZE BASE COMPENSATION RANGE FROM $138,000 TO $739,000-- GC PRESIDENT IS AT THE 27TH PERCENTILE OF THE RANGE FOR CCRCS COUNTERPART ORGANIZATIONS. B)INDIANA NON-PROFITS OF SIMILAR SIZE HAVE A BASE COMPENSATION RANGE FROM $199,826 TO $1,030,711-- GC PRESIDENT IS AT THE 12TH PERCENTILE OF THE RANGE OF INDIANA NON-PROFITS COUNTERPART ORGANIZATIONS. 2)AAHSA/ZIEGLER 2011 DATA SHOWS THAT FOR-PROFIT CEOS BASE COMPENSATION RANGE IS $387,700 TO $830,000-- GC PRESIDENT IS BELOW THE STARTING RANGE OF FOR-PROFITS COUNTERPART ORGANIZATIONS. THIS PROCESS WAS LAST PERFORMED IN FISCAL YEAR 2012. | |
| 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 VII, SECTION A: | MARK KING, PRESIDENT, DEVOTES APPROXIMATELY ONE HOUR PER WEEK TO GREENCROFT HOME HEALTH SERVICES, INC., A RELATED TAX-EXEMPT ORGANIZATION. PATRICIA FORD, SECRETARY, DEVOTES APPROXIMATELY ONE HOUR PER WEEK TO THE FOLLOWING RELATED ORGANIZATIONS: GREENCROFT COMMUNITIES FOUNDATION, INC. GREENCROFT GOSHEN, INC. GREENCROFT CENTRAL MANOR, INC. GREENCROFT MANOR II, INC. GREENCROFT MANOR III, INC. GREENCROFT MIDDLEBURY, INC. GREENCROFT HOME HEALTH SERVICES, INC. GREENCROFT MANAGEMENT, INC. TANE ADAMS, SECRETARY, DEVOTES APPROXIMATELY ONE HOUR PER WEEK TO THE FOLLOWING RELATED ORGANIZATIONS: GREENCROFT COMMUNITIES FOUNDATION, INC. GREENCROFT GOSHEN, INC. GREENCROFT CENTRAL MANOR, INC. GREENCROFT MANOR II, INC. GREENCROFT MANOR III, INC. GREENCROFT MIDDLEBURY, INC. GREENCROFT HOME HEALTH SERVICES, INC. GREENCROFT MANAGEMENT, INC. DALE SHENK, TREASURER, DEVOTES APPROXIMATELY ONE HOUR PER WEEK TO THE FOLLOWING RELATED ORGANIZATIONS: CHICAGO TRAIL VILLAGE, INC. GREENCROFT COMMUNITIES FOUNDATION, INC. GREENCROFT GOSHEN, INC. GREENCROFT CENTRAL MANOR, INC. GREENCROFT MANOR II, INC. GREENCROFT MANOR III, INC. GREENCROFT MIDDLEBURY, INC. GREENCROFT HOME HEALTH SERVICES, INC. SOUTHFIELD VILLAGE, INC. HAVEN HUBBARD HOMES, INC. D/B/A HAMILTON GROVE HAMILTON FOUNDATION WALNUT HILLS RETIREMENT COMMUNITIES, INC. OAK GROVE CHRISTIAN RETIREMENT VILLAGE, INC. GREENCROFT MANAGEMENT, INC. ROBERT GIBSON, VICE PRESIDENT, DEVOTES APPROXIMATELY ONE HOUR PER WEEK TO THE FOLLOWING RELATED ORGANIZATIONS: GREENCROFT HOME HEALTH SERVICES, INC. GREENCROFT MANAGEMENT, INC. SANDRA YODER, ADMINISTRATOR, DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO GREENCROFT GOSHEN, INC., A RELATED TAX-EXEMPT ORGANIZATION. SHE ALSO DEVOTES APPROXIMATELY 2 HOURS PER WEEK TO THE FOLLOWING RELATED TAX-EXEMPT ORGANIZATIONS: GREENCROFT CENTRAL MANOR, INC. GREENCROFT MANOR II, INC. GREENCROFT MANOR III, INC. DAVID THOMPSON, ADMINISTRATOR, DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO HAVEN HUBBARD HOMES, INC. D/B/A HAMILTON GROVE, A RELATED TAX-EXEMPT ORGANIZATION. HE ALSO DEVOTES APPROXIMATELY 2 HOURS PER WEEK TO THE FOLLOWING RELATED TAX-EXEMPT ORGANIZATIONS: CHICAGO TRAIL VILLAGE, INC. HAMILTON FOUNDATION VARIOUS BOARD MEMBERS ALSO CONTRIBUTE TIME TO OTHER RELATED ORGANIZATIONS REPORTED IN SCHEDULE R. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -35,667. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| GREENCROFT COMMUNITIES FOUNDATION INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 237126990 | FUNDRAISING | IN | 501(C)(3) | LINE 7 | GREENCROFT RETIREMENT COMMUNITIES INC | 1 |
| GREENCROFT GOSHEN INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351270709 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | 1 |
| GREENCROFT CENTRAL MANOR INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 356047318 | HOUSING | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | 1 |
| GREENCROFT MANOR II INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351377430 | HOUSING | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | 1 |
| GREENCROFT MANOR III INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351431475 | HOUSING | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | 1 |
| GREENCROFT MIDDLEBURY INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 300036865 | HOUSING | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | 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 | 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 | 1 |
| SOUTHFIELD VILLAGE INC | ||||||||||
| 6450 MIAMI CIRCLE | SOUTH BEND | IN | 46614 | 351866553 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | GREENCROFT RETIREMENT COMMUNITIES INC | 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 | 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 | 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 | 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 | 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENCROFT MANAGEMENT INC | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | MANAGEMENT SERVICES | PrimaryActivity |
| Legal Domicile State | IN | LegalDomicileState |
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) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 1342 | ShareOfTotalIncome |
| Share Of EOY Assets | 12877 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GREENCROFT MIDDLEBURY INC | ||
| K | 51805 | ACTUAL COST |
| GREENCROFT GOSHEN INC | ||
| K | 2379979 | ACTUAL COST |
| GREENCROFT MANAGEMENT INC | ||
| K | 127681 | ACTUAL COST |
| HAVEN HUBBARD HOMES INC | ||
| K | 555481 | ACTUAL COST |
| OAK GROVE CHRISTIAN RETIREMENT VILLAGE INC | ||
| K | 305681 | ACTUAL COST |
| SOUTHFIELD VILLAGE INC | ||
| K | 530473 | ACTUAL COST |
| WALNUT HILLS RETIREMENT COMMUNITIES INC | ||
| K | 323857 | ACTUAL COST |
| GREENCROFT CENTRAL MANOR INC | ||
| K | 51891 | ACTUAL COST |
| GREENCROFT MANOR II INC | ||
| K | 101311 | ACTUAL COST |
| GREENCROFT MANOR III INC | ||
| K | 64565 | ACTUAL COST |
| GREENCROFT MIDDLEBURY INC | ||
| D | 1000000 | CASH VALUE |