2014-11-12T13:39:43-06:00 2013-12-31 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2013-01-01 860861606 GLENCROFT TOWERS I INC GLEN 6238473006 8611 N 67TH AVENUE GLENDALE AZ 85302 SUSAN HORNBOSTEL CFO 6238473006 2014-11-06 1 AMY A O'LOUGHLIN P00869687 6022646835 2013 2015-11-30 17:44:51Z JOHN N WENZLAU 8611 N 67TH AVENUE GLENDALE AZ 85302 2890184 0 X WWW.GLENCROFT.COM X 1981 AZ THE MISSION OF GLENCROFT IS TO PROVIDE A BROAD CONTINUUM OF HIGH QUALITY SENIOR SERVICES IN A... THE MISSION OF GLENCROFT IS TO PROVIDE A BROAD CONTINUUM OF HIGH QUALITY SENIOR SERVICES IN A MANNER THAT DEMONSTRATES CHRISTIAN LOVE AND COMPASSION. 8 8 0 13 0 0 3121 14148 2894744 2874766 1651 1270 0 0 2899516 2890184 0 0 0 0 776685 892205 0 0 0 2170327 2399787 2947012 3291992 -47496 -401808 7150848 6745474 3560346 3556780 3590502 3188694 THE MISSION OF GLENCROFT TOWERS IS TO PROVIDE A BROAD CONTINUUM OF HIGH QUALITY SENIOR SERVICES IN A MANNER THAT DEMONSTRATES CHRISTIAN LOVE AND COMPASSION. 0 0 1040060 1065656 GLENCROFT TOWERS I PROVIDES INDEPENDENT LIVING TO PERSONS WHO ARE AT LEAST 62 YEARS OF AGE AND MEET THE VERY LOW INCOME STANDARDS SET BY THE HOUSING AND URBAN DEVELOPMENT DEPARTMENT. THE ORGANIZATION RENTS STUDIOS, ONE AND TWO BEDROOM APARTMENTS TO QUALIFYING SENIORS. THE APARTMENTS HAVE BEEN REMODELED TO ENSURE THAT EACH APARTMENT CAN BE CONSIDERED PART OF A "GREEN" FACILITY. THE ORGANIZATION HAS MADE GREAT EFFORTS TO ENSURE THAT THEIR FACILITIES ARE CONSIDERED ENVIORNMENTALLY FRIENDLY. THE ORGANIZATION PROVIDED HOUSING TO 137 SENIORS DURING 2013. 477598 498278 THE ORGANIZATION PROVIDES ASSISTED LIVING SERVICES TO 34 SENIORS WHO NEED ADDITIONAL ASSISTANCE FOR ACTIVITIES OF DAILY LIVING. THESE SERVICES ALLOW RESIDENTS TO MAINTAIN THEIR INDEPENDENCE FOR AS LONG AS POSSIBLE. SERVICES CAN INCLUDE PERSONAL CARE AND/OR SUPERVISORY CARE INCLUDING MEDICATION ADMINISTRATION. 1543212 1310832 PROVIDING FOOD SERVICE TO OVER 500 SENIORS LIVING AT GLENCROFT ENSURING RESIDENTS RECEIVE HEALTHY AND NUTRITIOUS MEALS AND THE CHANCE TO SOCIALIZE WITH OTHER RESIDENTS. 3060870 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 1 0 0 0 0 AZ X SUSAN M HORNBOSTEL 6238473006 8611 N 67TH AVENUE GLENDALE AZ 85302 MARY F TEMM CHAIR 0.50 2.50 X X 0 0 0 DENISE M WASSENAAR VICE CHAIR 0.20 0.60 X X 0 0 0 JOHN A SMITH SECRETARY 0.20 0.60 X X 0 0 0 HAROLD C LOEWEN TREASURER 0.50 1.50 X X 0 0 0 STEVEN J GOOD DIRECTOR 0.20 0.60 X 0 0 0 GRETCHEN L KREHBIEL DIRECTOR 0.20 0.60 X 0 0 0 ERIC T VINCENT DIRECTOR 0.20 0.60 X 0 0 0 KIMBERLEE K MILLICAN DIRECTOR 0.50 1.50 X 0 0 0 JAMES M BATDORF DIRECTOR 0.50 1.50 X 0 0 0 STEVE R YODER DIRECTOR 0.20 0.60 X 0 0 0 DONNA M SIEMONS DIRECTOR 0.20 0.60 X 0 0 0 ARTURO MONTOYA DIRECTOR 0.20 0.60 X 0 0 0 MARK TELLIER DIRECTOR 0.50 1.50 X 0 0 0 F JAY SHETLER PRESIDENT AND CEO 5.00 55.00 X 0 173924 7475 SUSAN M HORNBOSTEL SENIOR VP AND CFO 5.00 55.00 X 0 104977 9367 HEIDI HOKANSON VP OF HUMAN RESOURCES 7.00 38.00 X 0 104272 6155 0 383173 22997 0 0 1 0 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30368 DIETARY MANAGEMENT 684239 SODEXO SENIOR SERVICES 2300 CONTRA COSTA BLVD STE 275 PLEASANT HILL CA 84523 DIETARY MANAGEMENT 180310 2 14148 14148 ELDERLY/CONGREGATE SVS 623990 1809110 1809110 RENTAL INCOME 623990 1031570 1031570 TENANT CHARGES 623990 34086 34086 2874766 1270 1270 2890184 2874766 0 1270 X 750490 653363 97127 536 326 210 85447 74389 11058 55732 48519 7213 48120 48120 70 70 11500 11500 687237 677834 9403 7711 4740 2971 286017 286017 2646 2415 231 1193 568 625 198555 198555 382921 382921 44197 44197 FOOD 595127 595127 SUPPLIES 89994 89887 107 BAD DEBT 27115 27115 TELEPHONE 7474 2012 5462 9910 9910 3291992 3060870 231122 0 252359 40787 1260125 1322129 67409 87163 16726 20297 18839 42072 9933972 4851666 5379254 5082306 156136 150720 7150848 6745474 255748 250087 3304598 3277277 0 29416 3560346 3556780 X 3590502 3188694 3590502 3188694 7150848 6745474 -401808 0 X 0 1 X 1 1 1 X 9927 552515 582122 3121 14148 1161833 2773182 2838433 2850746 2894744 2874766 14231871 2783109 3390948 3432868 2897865 2888914 15393704 0 0 0 15393704 1016 1146 1696 1651 1270 6779 1016 1146 1696 1651 1270 6779 151771 151771 2784125 3392094 3586335 2899516 2890184 15552254 0.98980 0.98930 0.00040 0.00070 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE RECOVERIES - 2011 AMOUNT: $ 151,771. 99956 99956 9115475 4276731 4838744 268652 228505 40147 449889 346430 103459 5082306 TENANT DEPOSITS HELD 29416 29416 X 2890184 0 2890184 0 2890184 3291992 0 3291992 0 3291992 PART X, LINE 2: THE PROJECT EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT DECEMBER 31, 2013 AND 2012, THE PROJECT DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. X X X 0 0 0 0 0 0 0 0 0 F JAY SHETLER PRESIDENT AND CEO 0 173924 0 0 0 0 0 0 0 7475 0 181399 0 0 FORM 990, PART VI, SECTION A, LINE 3 A RELATED ENTITY PROVIDES FINANCIAL, DATA PROCESSING, MARKETING, PLANNING AND OTHER SERVICES TO THE ORGANIZATION UNDER A MANAGEMENT AGREEMENT BETWEEN THE TWO ORGANIZATIONS. THE RELATED ORGANIZATION IS COMPENSATED FOR THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS NOMINATE NEW BOARD MEMBERS WHO MUST BE APPROVED BY FRIENDSHIP RETIREMENT CORPORATION (FRC). FRC ALSO APPOINTS THE CEO. IN ADDITION, ANY CHANGES TO THE ORGANIZATIONAL BYLAWS OF GLENCROFT TOWERS I, INC ARE ALSO SUBJECT TO THE APPROVAL OF FRC AND THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED BY THE CEO, CFO, AND FINANCE COMMITTEE. THE FINAL DRAFT OF THE 990 IS SENT ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO BEING FILED WITH THE IRS. BOARD MEMBER HAVE A COMMENT PERIOD IN WHICH TO RESPOND WITH QUESTIONS OR CHANGES. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THE BOARD CHAIR AND THE CEO DETERMINE IF THERE IS A CONFLICT OF INTEREST BASED ON CONFLICT OF INTEREST POLICY QUESTIONNAIRES GIVEN TO EACH BOARD MEMBER AT THE START OF THE BOARD YEAR. WHEN A CONFLICT ARISES, THAT PERSON IS NOT ALLOWED TO VOTE ON THE ISSUE AND MAY BE ASKED TO LEAVE THE ROOM DURING THE DELIBERATIONS OF THE ISSUE. IT IS NOTED IN THE MINUTES WHEN SOMEONE HAS A CONFLICT AND THAT THAT PERSON HAS ABSTAINED FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, AND BYLAWS ARE AVAILABLE UPON REQUEST FROM THE CORPORATE OFFICES. THE ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE ARIZONA CORPORATION COMMISSION WEBSITE AND THE CONFLICT OF INTEREST POLICY IS NOT CURRENTLY SHARED WITH THE PUBLIC. FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 7 GLENCROFT TOWERS I, INC. HAS NO EMPLOYEES. THE SALARIES REPORTED IN PART IX, LINE 7 ARE REIMBURSED EXPENSES TO FRIENDSHIP RETIREMENT CORPORATION (A RELATED ENTITY). FRIENDSHIP RETIREMENT CORPORATION 8611 N 67TH AVENUE GLENDALE AZ 85302 860265218 HOUSING AZ 501(C)(3) LINE 9 N/A 0 FRIENDSHIP FOUNDATION INC 8611 N 67TH AVENUE GLENDALE AZ 85302 860501985 FUNDRAISING AZ 501(C)(3) LINE 9 FRC 0 SARAH'S PLACE INC 8611 N 67TH AVENUE GLENDALE AZ 85302 364654886 ASST LIVING AZ 501(C)(3) LINE 9 FRC 0 MENNONITE HEALTH SERVICES 234 SOUTH MAIN STREET GOSHEN IN 46526 231421919 CONSULTANT PA 501(C)(3) LINE 9 N/A 0 COLTER COMMONS INC 8611 N 67TH AVENUE GLENDALE AZ 85302 364662674 LOW-INC HOUSING AZ 501(C)(3) LINE 9 FRC 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0