2013-05-14T11:23:00-05:00 2012-06-30 381357951 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2011-07-01 237126990 GREENCROFT COMMUNITIES FOUNDATION INC GREE 5745374000 PO BOX 819 GOSHEN IN 46527 DALE SHENK 5745374000 2013-03-26 1 SUSAN MIENCIER P00842339 2483522500 2011 2016-03-07 17:11:31Z JENNIFER HAYES 1721 GREENCROFT BLVD GOSHEN IN 46526 4512330 0 X WWW.GREENCROFT.ORG X 1971 IN GREENCROFT COMMUNITIES FOUNDATION PROVIDES FINANCIAL RESOURCES TO GREENCROFT RETIREMENT COMMUNITIES AND AFFILIATES' RESIDENTS TO ENABLE SENIORS TO EMBRACE THE OPPORTUNITIES AND CHALLENGES OF AGING AND ALLOW THEM TO LIVE LIFE TO THE FULLEST. 11 10 0 15 0 0 1418010 2151113 0 0 151635 287163 -15517 -10808 1554128 2427468 558694 562009 0 0 144603 139064 0 95341 192097 137368 80394 840665 876808 713463 1550660 8353375 9560998 8104 5980 8345271 9555018 X THE GREENCROFT COMMUNITIES FOUNDATION IS COMMITTED TO HELPING SENIORS LIVE LIFE TO THE FULLEST. THE FOUNDATION PROVIDES FINANCIAL RESOURCES THAT ENABLE GREENCROFT GOSHEN TO HELP RESIDENTS EMBRACE THE OPPORTUNITIES AND CHALLENGES OF AGING WITH VITALITY, DIGNITY, AND GRACE. THE FOUNDATION SUPPORTS GREENCROFT GOSHEN AND ITS MISSION THROUGH AN ACTIVE PROGRAM OF RESOURCE DEVELOPMENT AND CHRISTIAN STEWARDSHIP. THE FOUNDATION IS COMMITTED TO CREATING A PASSION FOR GREENCROFT GOSHEN BY EDUCATING DONORS ABOUT CHARITABLE GIFT OPPORTUNITIES. THE FOUNDATION ENCOURAGES CONTRIBUTIONS OF IMMEDIATE AND DEFERRED GIFTS FROM DONORS WHOSE PERSONAL VALUES AND PHILANTHROPIC GOALS ARE IN AGREEMENT WITH GREENCROFT GOSHEN. 0 0 578697 562009 0 GREENCROFT COMMUNITIES FOUNDATION RAISES FUNDS TO HELP RESIDENTS OF ALL THE GREENCROFT RETIREMENT COMMUNITIES AND AFFILIATES EMBRACE THE OPPORTUNITIES AND CHALLENGES OF AGING. THE ORGANIZATION ASSISTS RESIDENTS AT EACH OF THE FOLLOWING RELATED AFFILIATED TAX-EXEMPT ORGANIZATIONS: GREENCROFT CENTRAL MANOR, GREENCROFT MANOR II, GREENCROFT MANOR III, GREENCROFT GOSHEN, GREENCROFT MIDDLEBURY, HAMILTON GROVE, CHICAGO TRAIL VILLAGE, WALNUT HILLS RETIREMENT COMMUNITIES, SOUTHFIELD VILLAGE, AND OAK GROVE CHRISTIAN RETIREMENT VILLAGE. BENEFICIARIES ALSO INCLUDE PARTICIPANTS IN ADULT DAY SERVICES, PRIVATELY SUPPORTED SENIOR CENTERS (NO TAX DOLLARS), STAFF EDUCATION GRANTS, AND RESIDENTS WHOSE FINANCIAL MEANS ARE EXHAUSTED. 578697 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 1 CJ 0 0 0 1 1 0 0 0 0 X 11 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X DALE SHENK 5745374000 1721 GREENCROFT BLVD GOSHEN IN 46527 X EVERETT THOMAS 1.00 X X 0 0 0 LAURY ALLEN 1.00 X 0 0 0 DON KROPF 1.00 X 0 0 0 DAVID LITCHFIELD 1.00 X 0 0 0 DEB MANGAS 1.00 X 0 0 0 ED MERCER 1.00 X 0 0 0 DEB MINTER 1.00 X 0 0 0 SCOTT PUCKETT 1.00 X 0 0 0 TOM STARK 1.00 X 0 0 0 LEROY TROYER 1.00 X 0 0 0 SHANNON WHITE 1.00 X 0 0 0 WILLIAM J BLOSS 1.00 X 0 0 0 GORDON YODER 1.00 X 0 0 0 JIM NEFF 1.00 X 0 0 0 R CREWS PERKEY 1.00 X 0 0 0 JENNIFER HAYES 5.00 X 0 95786 21249 DALE SHENK 1.00 X 0 108720 37720 TANE ADAMS 1.00 X 0 43862 18205 PATRICIA FORD 1.00 X 0 49954 9322 0 298322 86496 0 0 0 0 0 118776 250000 1782337 2151113 186243 186243 2160014 2059094 100920 100920 100920 14960 118776 25768 -10808 -10808 2427468 0 0 276355 476019 476019 85990 85990 105881 12706 30705 62470 1647 198 477 972 23585 2830 6840 13915 7951 954 2306 4691 13482 13482 95341 95341 10199 6194 4005 1370 1370 39507 33051 6456 7966 3719 4247 1621 1621 DUES & SUBSCRIPTIONS 6249 6249 876808 578697 106014 192097 865854 1301418 609956 1300170 5996674 6332798 880891 626612 8353375 9560998 8104 5980 8104 5980 X 4743031 4753097 1331997 2325416 2270243 2476505 8345271 9555018 8353375 9560998 X 1550660 -340913 X X 0 1 1 X 0 X 668728 685871 587872 1418010 2032337 5392818 668728 685871 587872 1418010 2032337 5392818 1558296 3834522 175412 170933 130315 99526 186243 762429 17136 16192 133736 167064 6322311 0.60650 0.53730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7046237 211047 -83246 95131 7078907 5923540 226740 995141 99184 7046237 5614673 45840 332789 69762 5923540 6616432 285623 -1128086 159296 5614673 0.62290 0.34980 0.02730 0 0 0 HEDGE FUNDS 27582 C BENEFICIAL INTEREST IN AMOUNTS HELD BY ELKHART COUNTY COMMUNITY FOUNDATION 550086 C DUE FROM AFFILIATES 48944 C 626612 2427468 876808 1550660 -300322 -40591 -340913 1209747 2112323 -300322 -40591 -340913 2453236 -25768 -25768 2427468 902576 25768 25768 876808 0 876808 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE HELD BY GREENCROFT COMMUNITIES FOUNDATION INC. FOR THE BENEFIT OF GREENCROFT GOSHEN, INC., GREENCROFT MANOR II, INC., GREENCROFT MANOR III, INC. AND GREENCROFT CENTRAL MANOR, INC. GREENCROFT COMMUNITIES FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PERPETUAL SOURCE OF SUPPORT TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS WHILE SEEKING TO PRESERVE THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE PURPOSE OF THE ENDOWMENTS IS TO PROVIDE SUPPORT FOR THE CHARITABLE PROGRAMS OF GREENCROFT GOSEHN, INC. AND ITS RELATED ORGANIZATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS BEEN DETERMINED TO BE A PUBLICLY SUPPORTED ORGANIZATION AND NOT A PRIVATE FOUNDATION. ACCORDINGLY, THE FOUNDATION'S NET INVESTMENT INCOME IS NOT SUBJECT TO EXCISE TAX AND GIFTS MADE TO THE FOUNDATION 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 FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 FOUNDATION 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 FOUNDATION 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN AMOUNTS HELD BY ELKHART -40,591. COUNTY COMMUNITY FOUNDATION PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN AMOUNTS HELD BY ELKHART COUNTY COMMUNITY FOUNDATION -40,591. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -25,768. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 25,768. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PASSIVE INVESTMENTS 27582 0 0 0 0 0 0 27582 0 27582 0 0 0 0 0 0 X X X X 0 LAUDICKBROWN ASSOCIATES 934 NORTH PARK AVENUE INDIANAPOLIS IN 46202 FUNDRAISING CONSULTING 0 0 95341 -95341 95341 -95341 IN GOLF OUTING 133736 118776 14960 600 2129 18790 850 3399 133736 118776 14960 600 2129 18790 850 3399 25768 -10808 1 GREENCROFT GOSHEN INC PO BOX 819 GOSHEN IN 46527 351270709 501(C)(3) 410508 N/A N/A TO SUPPORT OPERATIONS GREENCROFT MIDDLEBURY INC PO BOX 819 GOSHEN IN 46527 300036865 501(C)(3) 31150 N/A N/A TO SUPPORT OPERATIONS GREENCROFT RETIREMENT COMMUNITIES INC PO BOX 819 GOSHEN IN 46527 300036587 501(C)(3) 16035 N/A N/A TO SUPPORT OPERATIONS 4 0 EMPLOYEE FINANCIAL ASSISTANCE 26 9559 N/A N/A RESIDENT FINANCIAL ASSISTANCE 9 37000 N/A N/A ADULT DAY CARE ASSISTANCE 8 37431 N/A N/A EDUCATIONAL ASSISTANCE 1 2000 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAKES GRANTS TO RELATED ORGANIZATIONS. GRANTS MADE ARE UNRESTRICTED AND CAN BE USED IN ANY WAY THE RECIPIENT SEES FIT TO FURTHER ITS TAX-EXEMPT PURPOSE. EMPLOYEE AND RESIDENT FINANCIAL ASSISTANCE IS GIVEN TO INDIVIDUALS NEEDING ASSISTANCE PAYING BILLS, PURCHASING NECESSITIES, ETC. THE FUNDS ARE GIVEN TO INDIVIDUALS AND CAN BE USED AT THEIR DISCRETION. ADULT DAY CARE FINANCIAL ASSISTANCE IS GIVEN TO INDIVIDUALS FROM THE COMMUNITY WHO WOULD OTHERWISE NOT BE ABLE TO PARTICIPATE IN THE PROGRAM. EDUCATIONAL ASSISTANCE IS GIVEN TO EMPLOYEES DESIRING PROFESSIONAL GROWTH WHO ARE PURSUING A FORMAL NURSING PROGRAM OR MASTER'S DEGREE IN HEALTHCARE ADMINISTRATION PROGRAM. FORM 990, PART I, LINE 5 AND PART V, LINE 2A: THE ORGANIZATION'S EMPLOYEES ARE PAID BY GREENCROFT RETIREMENT COMMUNITIES, INC (EIN 30-0036587), A RELATED TAX-EXEMPT ORGANIZATION. THESE EMPLOYEES ARE INCLUDED IN THE FORM W-3, TRANSMITTAL OF WAGE AND TAX STATEMENTS, THAT IS FILED BY GREENCROFT RETIREMENT COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION IS UNDER A MANAGEMENT/AFFILIATION CONTRACT WITH GREENCROFT RETIREMENT COMMUNITIES, INC. (GRC), A RELATED TAX-EXEMPT ORGANIZATION. ACCORDING TO THE AGREEMENT, GRC HAS THE SOLE AND EXCLUSIVE RIGHT TO SUPERVISE, MANAGE, AND OPERATE THE ORGANIZATION'S FACILITY ("THE FACILITY"). IN ADDITION, GRC HAS THE SOLE CONTROL AND DISCRETION WITH REGARD TO THE OPERATION AND MANAGEMENT OF THE FACILITY FOR ALL CUSTOMARY PURPOSES, AS WELL AS THE RIGHT TO DETERMINE ALL OPERATING POLICIES AFFECTING OR CONCERNING THE APPEARANCE AND MAINTENANCE STANDARDS OF OPERATION, AND ANY OTHER MATTER AFFECTING THE FACILITY OR THE OPERATION THEREOF. THE AGREEMENT TERMINATES IN JUNE 2013, AND IS RENEWABLE ANNUALLY FOR ADDITIONAL ONE YEAR PERIODS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, GREENCROFT RETIREMENT COMMUNITIES, INC. (GRC), WHO IS ALSO A RELATED TAX-EXEMPT ORGANIZATION. THE RESERVED POWERS OF THE SOLE MEMBER ARE AS FOLLOWS: 1. APPROVAL TO ANY CHANGES IN CORPORATE MISSION, WHICH MAY BE PROPOSED BY THE ORGANIZATION, BUT WHICH SHALL BECOME EFFECTIVE ONLY UPON APPROVAL OF GRC 2. APPROVAL OF NOMINATED CANDIDATES TO SERVE AS DIRECTOR OF THE ORGANIZATION 3. THE CREATION OR DISCONTINUATION OF PROGRAMS OR SERVICES OFFERED BY THE ORGANIZATION 4. AMENDMENTS TO THE BYLAWS AND ARTICLES OF INCORPORATION 5. APPROVAL OR THE ADOPTION OF THE ANNUAL BUDGET 6. APPROVAL OF NON-BUDGETED CONTRACTS AND/OR NON-BUDGETED PURCHASES OF OVER $50,000 7. THE INCURRENCE OF INDEBTEDNESS OF OVER $500,000 8. THE SALE OF REAL ESTATE 9. THE DONATION OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS 10. ANY MERGER OR CONSOLIDATION WITH ANY OTHER ORGANIZATION, OR THE PARTIAL OR TOTAL DISSOLUTION OF THE ORGANIZATION 11. THE CREATION OF SUBSIDIARY CORPORATIONS, LLCS, PARTNERSHIPS, OR OTHER ENTERPRISES 12. THE ACQUISITION OF CONTROLLING INTERESTS IN ANOTHER ENTITY 13. THE APPOINTMENT OF THE PRESIDENT/CEO, CFO, SECRETARY, AND TREASURER OF THE CORPORATION (BUT NOT THE OFFICERS OF THE BOARD OF DIRECTORS) 14. THE REMOVAL OF THE CHAIR OF THE BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE 15. THE REMOVAL OF MEMBERS OF THE BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE NOTWITHSTANDING THESE RESERVED POWERS, THE MEMBER HAS NO FINANCIAL OBLIGATIONS OR RESPONSIBILITIES FOR ANY ACTIONS OF THE ORGANIZATION BY REASON OF SERVING AS A MEMBER. FORM 990, PART VI, SECTION A, LINE 7A SEE NARRATIVE FOR PART VI, SECTION A, LINE 6 FORM 990, PART VI, SECTION A, LINE 7B SEE NARRATIVE FOR PART VI, SECTION A, LINE 6 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 THE 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 FOUNDATION'S (GF) 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. GF CONDUCTS PERIODIC REVIEW OF THE MARKET TO DEVELOP AVERAGE WAGES FOR POSITIONS WITHIN GREENCROFT FOUNDATION. GREENCROFT FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE EMPLOYEES ARE PART OF GREENCROFT COMMUNITIES AND PROVIDE SERVICES AT COST TO THE GREENCROFT FOUNDATION. THE OVERALL COMPENSATION POLICY AND THE VP COMPENSATION POLICY ARE APPROVED BY THE GREENCROFT COMMUNITIES (GC) BOARD OF DIRECTORS. THE GREENCROFT FOUNDATION (GF) BOARD REVIEWS THE COMPENSATION PRACTICES. ANNUALLY THE GC BOARD AND THE GF BOARD REVIEW THE COMPENSATION OF THE EXECUTIVE, A GREENCROFT COMMUNITIES EMPLOYEE. THEY COMPARE CURRENT WAGES 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 GF BOARD HAS REVIEWED THE BASE WAGE AND THE VARIABLE PAY FOR THE PRESIDENT OF GREENCROFT FOUNDATION. IN THE FISCAL YEAR 2012 THIS POSITION WAS AT THE 65TH PERCENTILE OF THE RANGE FOR THIS POSITION IN BASE COMPENSATION AND AT THE 15TH PERCENTILE OF THE MARKET FOR THE VARIABLE PAY COMPENSATION. 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: TANE ADAMS, SECRETARY, DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO GREENCROFT RETIREMENT COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION. SHE ALSO DEVOTES APPROXIMATELY ONE HOUR PER WEEK TO THE FOLLOWING RELATED ORGANIZATIONS: 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. PATRICIA FORD, SECRETARY, DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO GREENCROFT RETIREMENT COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION. SHE ALSO DEVOTES APPROXIMATELY ONE HOUR PER WEEK TO THE FOLLOWING RELATED ORGANIZATIONS: 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 40 HOURS PER WEEK TO GREENCROFT RETIREMENT COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION. HE ALSO DEVOTES APPROXIMATELY ONE HOUR PER WEEK TO THE FOLLOWING RELATED ORGANIZATIONS: CHICAGO TRAIL VILLAGE, 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. JENNIFER HAYES, PRESIDENT, DEVOTES APPROXIMATELY 35 HOURS PER WEEK TO GREENCROFT RETIREMENT COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION. VARIOUS BOARD MEMBERS ALSO CONTRIBUTE TIME TO OTHER RELATED ORGANIZATIONS REPORTED IN SCHEDULE R. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -300,322. CHANGE IN BENEFICIAL INTEREST IN AMOUNTS HELD BY ELKHART -40,591. COUNTY COMMUNITY FOUNDATION TOTAL TO FORM 990, PART XI, LINE 5: -340,913. FORM 990, PART XII, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GREENCROFT RETIREMENT COMMUNITIES INC PO BOX 819 GOSHEN IN 46527 300036587 MANAGEMENT IN 501(C)(3) LINE 11C, III-FI N/A 0 GREENCROFT CENTRAL MANOR INC PO BOX 819 GOSHEN IN 46527 356047318 HOUSING IN 501(C)(3) LINE 9 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 MANOR III INC PO BOX 819 GOSHEN IN 46527 351431475 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 MIDDLEBURY INC PO BOX 819 GOSHEN IN 46527 300036865 HOUSING 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 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 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 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 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 CHICAGO TRAIL VILLAGE INC 31869 CHICAGO TRAIL NEW CARLISLE IN 46552 310990629 HOUSING IN 501(C)(3) LINE 9 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 N/A 0 GREENCROFT MANAGEMENT INC PO BOX 819 GOSHEN IN 46527 270259652 MANAGEMENT SERVICES IN N/A C 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 GREENCROFT GOSHEN INC C 216225 CASH VALUE GREENCROFT GOSHEN INC B 476139 CASH VALUE