GREENCROFT GOSHEN INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GREENCROFT GOSHEN INC (EIN 35-1270709)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-02
- IRS object ID
- 201231239349300023
- Schema version
- 2010v3.4
- 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 F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-02T09:36:35-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351270709 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENCROFT GOSHEN 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 | 2012-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2483522500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SANDRA YODER | 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 | 30029712 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GREENCROFT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | GREENCROFT GOSHEN PROVIDES ACTIVE, AFFORDABLE RETIREMENT LIVING WITH SUPPORTIVE SERVICES, ASSISTED LIVING, AND SKILLED NURSING CARE. CHARITY CARE FOR FYE JUNE 30, 2011 AMOUNTED TO $3,723,709. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 645 | TotalNbrEmployees |
| Total Nbr Volunteers | 238 | TotalNbrVolunteers |
| Total Gross UBI | 110760 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -17692 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 225638 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 520666 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27074283 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26385453 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -93525 | InvestmentIncomePriorYear |
| Investment Income Current Year | 414716 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 608865 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1980291 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27815261 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29301126 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 171017 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 580181 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14627599 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14619639 | 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 | 12854590 | OtherExpensePriorYear |
| Other Expenses Current Year | 12542494 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27653206 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27742314 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 162055 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1558812 | RevenuesLessExpensesCY |
| Total Assets BOY | 59805485 | TotalAssetsBOY |
| Total Assets EOY | 61159079 | TotalAssetsEOY |
| Total Liabilities BOY | 68554761 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 66969624 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -8749276 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -5810545 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF GREENCROFT GOSHEN IS TO PROVIDE ACTIVE, AFFORDABLE RETIREMENT LIVING IN HOMES WITH SUPPORTIVE SERVICES, ASSISTED LIVING, AND SKILLED NURSING CARE. THE ORGANIZATION PROVIDES MAINTENANCE, TELEPHONE, HOUSEKEEPING, RENTAL AND DIETARY SERVICES TO ITS VARIOUS AFFILIATED ORGANZATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13974166 | Expense |
| Revenue | 17695791 | Revenue |
| Description | NURSING SERVICES - GREENCROFT GOSHEN'S HEALTH FACILITIES PROVIDE STATE-OF-THE-ART HEALTH CARE TECHNIQUES AND TECHNOLOGY IN AN INVITING AND SUPPORTIVE RESIDENTIAL ENVIRONMENT. OUR SETTING IS APPROPRIATE FOR INDIVIDUALS WHO ARE RECOVERING FROM SURGERY OR ILLNESS, NEED REHABILITATION, OR REQUIRE ONGOING LONG-TERM NURSING CARE. OUR RESTORATIVE CARE PHILOSOPHY REINFORCES THE HEALING AND REHABILITATION PROCESS AND PROMOTES INDEPENDENCE. A FULL RANGE OF ACTIVITIES, CHAPLAINCY, AND SOCIAL SERVICES ARE PROVIDED. WE PROVIDE OUTPATIENT PHYSICAL, OCCUPATIONAL, AND SPEECH/LANGUAGE THERAPIES FOR ALL AGES. WE EMPHASIZE EDUCATION AND COMMUNICATION WITH YOU, YOUR FAMILY, AND REFERRING PHYSICIANS. RESIDENTS WHO DO NOT MISUSE THEIR ASSETS MAY BE ELIGIBLE FOR SUPPORT FROM GREENCROFT COMMUNITIES FOUNDATION IF THEIR ASSETS RUN OUT DURING THE YEAR ENDED JUNE 30, 2011. OVER 13% OF TOTAL REVENUES WERE USED TO PROVIDE COMMUNITY BENEFITS, WHICH INCLUDES THE FOLLOWING AMOUNTS; INDIGENT CARE/CHARITY CARE - $3,559,310, REDUCED/FREE CARE/USE OF FACILITIES - $84,708, MEDICARE WRITE-OFFS - $79,691, AND VOLUNTEERS HOURS (VALUED AT $118,004). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6992652 | Expense |
| Revenue | 7156102 | Revenue |
| Description | RESIDENT SERVICES - GREENCROFT GOSHEN (GG) IS A NON-PROFIT COMMUNITY BENEFIT CORPORATION THAT PROVIDES CONTINUING CARE RETIREMENT COMMUNITY (CCRC) SERVICES TO 950 RESIDENTS ON A 167-ACRE CAMPUS. GG PROVIDES CCRC SERVICES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING, ADULT DAY PROGRAMS, SENIOR CENTER PROGRAMS, AND HOME CARE SERVICES. EVERGREEN PLACE PROVIDES GG RESIDENTS WITH A VITAL OPTION IN THE CONTINUUM OF CARE IF AND WHEN THEY SHOULD NEED ASSISTANCE SERVICES. ASSISTED LIVING VACANCIES NOT FILLED BY GG ARE AVAILABLE TO OLDER ADULTS IN THE WIDER COMMUNITY. WE PARTNER WITH RESIDENTS, THEIR FAMILIES, AND OTHERS TO CREATE A COMMUNITY WHERE OLDER ADULTS ENJOY LIFE. SUCH PARTNERSHIP IS ESSENTIAL TO APPROPRIATELY MEET THE NEEDS OF A RAPIDLY GROWING OLDER ADULT POPULATION. RESIDENTS WHO DO NOT MISUSE THEIR ASSETS ARE ELIGIBLE FOR SUPPORT FROM THEGREENCROFT COMMUNITY FOUNDATION IF THEIR ASSETS RUN OUT. GG IS IN AN ACTIVE PARTNERSHIP WITH GOSHEN COLLEGE TO PROVIDE LIFELONG LEARNING OPPORTUNITIES TO PEOPLE OVER THE AGE OF 55 IN ELKHART COUNTY. ADDITIONALLY, GG PROVIDES NUMEROUS PROGRAMS AND ACTIVITIES FOR SENIORS ON AND OFF OUR CAMPUS. GG IS AFFILIATED WITH THREE HUD HOUSING ORGANIZATIONS ON ITS CAMPUS THAT ARE INTEGRATED INTO GG'S SERVICES. THESE ORGANIZATIONS SERVE 250 RESIDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 932921 | Expense |
| Grants | 0 | Grants |
| Revenue | 431289 | Revenue |
| Description | DIETARY AND OTHER SERVICES - THE ORGANIZATION PROVIDES DIETARY AND OTHER MISCELLANEOUS PROGRAM SERVICES TO ITS RESIDENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1328567 | Expense |
| Grants | 580181 | Grants |
| Revenue | 995667 | Revenue |
| Description | THE ORGANIZATION PROVIDES MAINTENANCE, TELEPHONE, HOUSEKEEPING, RENTAL, AND DIETARY SERVICES TO VARIOUS AFFILIATED ORGANIZATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1328567 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 580181 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 995667 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 23228306 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 645 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DALE SHENK | NamePerson |
| 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 | 46526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BYRON SHETLER | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JIM ALVAREZ | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| FRAN WENGER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REX HOCHSTEDLER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JEFF FRANTZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LUKE BIRKY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| VICKY KIRKTON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEVE PETTIT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RAY HELMUTH | ||||||
| BOARD MEMBER - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| RITA GINGRICH | ||||||
| BOARD MEMBER - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| DALE SHENK | ||||||
| TREASURER | 1.00 | X | 0 | 106750 | 27761 | |
| SANDRA YODER | ||||||
| PRESIDENT | 40.00 | X | 0 | 118941 | 33642 | |
| PATRICIA FORD | ||||||
| SECRETARY | 1.00 | X | 0 | 48692 | 12027 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 274383 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 73430 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | 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 |
|---|---|---|---|---|---|
| GREENCROFT RETIREMENT COMMUNITIES | |||||
| PO BOX 819 | GOSHEN | IN | 46527 | MANAGMENT AND CORPORATE SERVICES | 2360807 |
| HEALTHCARE THERAPY SERVICES | |||||
| 1411 W COUNTY LINE RD SUITE A | GREENWOOD | IN | 46142 | THERAPY SERVICES | 1284690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 517409 | RelatedOrganizations |
| All Other Contributions | 3257 | AllOtherContributions |
| Total Contributions | 520666 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NURSING SERVICES | 623000 | 17695791 | 17695791 | |
| RESIDENT SERVICES | 623000 | 7156102 | 7156102 | |
| AFFILIATE SUPPORT | 623000 | 995667 | 995667 | |
| DIETARY SERVICES | 722320 | 537893 | 431289 | 106604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26385453 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 645523 | TotalRevenueColumn |
| Exclusion | $645,523 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 157168 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 97779 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 59389 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59389 | TotalRevenueColumn |
| Unrelated Business Revenue | 4156 | UnrelatedBusinessRevenue |
| Exclusion | $55,233 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 400000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 471732 | Securities |
| Other | 159075 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -71732 | Securities |
| Other | -159075 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -230807 | TotalRevenueColumn |
| Exclusion | -$230,807 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MEDICAL INSURANCE | 623000 | 1154247 | $1,154,247 |
| HOUSEKEEPING | 812900 | 177219 | $177,219 |
| TENANT CHARGES | 812900 | 130213 | $130,213 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 459223 | TotalRevenueColumn |
| Exclusion | $459,223 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1920902 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29301126 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26278849 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 110760 | UnrelatedBusinessRevenue |
| Exclusion | $2,390,851 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580181 | Total |
| Program Services | 580181 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10777514 | Total |
| Program Services | 9576086 | ProgramServices |
| Management And General | 1201428 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418161 | Total |
| Program Services | 371546 | ProgramServices |
| Management And General | 46615 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2622904 | Total |
| Program Services | 2330515 | ProgramServices |
| Management And General | 292389 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 801060 | Total |
| Program Services | 711761 | ProgramServices |
| Management And General | 89299 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1382806 | Total |
| Management And General | 1382806 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28011 | Total |
| Management And General | 28011 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55658 | Total |
| Management And General | 55658 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2370666 | Total |
| Program Services | 1373729 | ProgramServices |
| Management And General | 996937 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10737 | Total |
| Program Services | 8590 | ProgramServices |
| Management And General | 2147 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1557603 | Total |
| Program Services | 1432995 | ProgramServices |
| Management And General | 124608 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1387652 | Total |
| Program Services | 1387652 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17549 | Total |
| Program Services | 13337 | ProgramServices |
| Management And General | 4212 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1987345 | Total |
| Program Services | 1987345 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2306392 | Total |
| Program Services | 2306392 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110766 | Total |
| Program Services | 110766 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DIETARY EXPENSES | 934796 | 934796 | |
| TOURS EXPENSE | 99944 | 99944 | |
| DUES & SUBSCRIPTIONS | 56402 | 5640 | 50762 |
| PROF. DEVELOPMENT | 42801 | 29533 | 13268 |
| BAD DEBT EXPENSE | 8016 | 8016 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185350 | Total |
| Program Services | 59426 | ProgramServices |
| Management And General | 125924 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27742314 | Total |
| Program Services | 23228306 | ProgramServices |
| Management And General | 4514008 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2580 | BOY |
| EOY | 2800 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3135836 | BOY |
| EOY | 2405469 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1781471 | BOY |
| EOY | 1767444 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120690 | BOY |
| EOY | 127562 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225166 | BOY |
| EOY | 208013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 71879922 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38015045 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34687591 | BOY |
| EOY | 33864877 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11676457 | BOY |
| EOY | 14502907 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3939097 | BOY |
| EOY | 3979021 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30933 | BOY |
| EOY | 35054 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4205664 | BOY |
| EOY | 4265932 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59805485 | BOY |
| EOY | 61159079 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1916927 | BOY |
| EOY | 1899227 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7364528 | BOY |
| EOY | 7936915 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41595012 | BOY |
| EOY | 40520948 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17678294 | BOY |
| EOY | 16612534 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68554761 | BOY |
| EOY | 66969624 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -8480771 | BOY |
| EOY | -5554657 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -268505 | BOY |
| EOY | -255888 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -8749276 | BOY |
| EOY | -5810545 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59805485 | BOY |
| EOY | 61159079 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1558812 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1379919 | 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 Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 339576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 283485 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 232636 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 225638 | CurrentTaxYearMinus1Year |
| Current Tax Year | 520666 | CurrentTaxYear |
| Total | 1602001 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25168067 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26700107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27761764 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26527372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26385453 | CurrentTaxYear |
| Total | 132542763 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 565393 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 499098 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 895566 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1461679 | CurrentTaxYear |
| Total | 3421736 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25507643 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27548985 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28493498 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27648576 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28367798 | CurrentTaxYear |
| Total | 137566500 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 137566500 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1136446 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1067223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 986618 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 896041 | CurrentTaxYearMinus1Year |
| Current Tax Year | 798535 | CurrentTaxYear |
| Total | 4884863 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 110760 | CurrentTaxYear |
| Total | 110760 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1136446 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1067223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 986618 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 896041 | CurrentTaxYearMinus1Year |
| Current Tax Year | 909295 | CurrentTaxYear |
| Total | 4995623 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 746880 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 332847 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150710 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49761 | CurrentTaxYearMinus1Year |
| Current Tax Year | 459223 | CurrentTaxYear |
| Total | 1739421 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27390969 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28949055 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29630826 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28594378 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29736316 | CurrentTaxYear |
| Total | 144301544 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95330 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94580 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03460 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04390 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5858445 | BeginningOfYearBalance |
| Contributions | 226740 | Contributions |
| Investment Earnings Or Losses | 982985 | InvestmentEarningsOrLosses |
| Other Expenditures | 99184 | OtherExpenditures |
| End Of Year Balance | 6968986 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5560658 | BeginningOfYearBalance |
| Contributions | 37368 | Contributions |
| Investment Earnings Or Losses | 330181 | InvestmentEarningsOrLosses |
| Other Expenditures | 69762 | OtherExpenditures |
| End Of Year Balance | 5858445 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6553674 | BeginningOfYearBalance |
| Contributions | 285623 | Contributions |
| Investment Earnings Or Losses | -1119343 | InvestmentEarningsOrLosses |
| Other Expenditures | 159296 | OtherExpenditures |
| End Of Year Balance | 5560658 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.63620 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.32220 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04160 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1605921 | OtherCostOrOtherBasis |
| Book Value | 1605921 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56134215 | OtherCostOrOtherBasis |
| Depreciation | 27732184 | Depreciation |
| Book Value | 28402031 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3844974 | OtherCostOrOtherBasis |
| Depreciation | 2945868 | Depreciation |
| Book Value | 899106 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8849553 | OtherCostOrOtherBasis |
| Depreciation | 7336993 | Depreciation |
| Book Value | 1512560 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1445259 | OtherCostOrOtherBasis |
| Book Value | 1445259 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33864877 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 836606 | F |
| FIXED INCOME (GIC) FUNDS | 3142415 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3979021 | TotalOfBookValueSecurities |
Other Assets OtherAssets (11 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATE - GREENCROFT MIDDLEBURY (LONG-TERM) | 2000000 |
| DUE FROM AFFILIATE - GREENCROFT CENTRAL MANOR (LONG-TERM) | 603452 |
| DUE FROM AFFILIATE - GREENCROFT MANOR II | 6545 |
| DUE FROM AFFILIATE - GREENCROFT MANOR III | 205340 |
| DUE FROM AFFILIATE - GREENCROFT MANAGEMENT INC. | 1420 |
| DUE FROM AFFILIATE - GREENCROFT CENTRAL MANOR | 7643 |
| DUE FROM AFFILIATE - GREENCROFT MIDDLEBURY | 351 |
| DUE FROM AFFILIATE - GREENCROFT COMMUNITIES FOUNDATION | 571 |
| DUE FROM AFFILIATE - GREENCROFT RETIREMENT COMMUNITIES | 13595 |
| DEFERRED FINANCING COSTS | 759760 |
| RESIDENT CONTRACTS IN PROCESS OF SETTLEMENT | 667255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4265932 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES - GREENCROFT RETIREMENT COMMUNITIES | $155,845 |
| DUE TO AFFILIATES - GREENCROFT COMMUNITIES FOUNDATION | $3,165 |
| DUE TO AFFILIATES - GREENCROFT MANOR II | $44 |
| DUE TO AFFILIATES - GREENCROFT MANOR III | $60 |
| ACCRUED INTEREST PAYABLE | $634,451 |
| LIFE LEASE NOTES PAYABLE | $15,818,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16612534 | TotalOfAmounts |
| Total Revenue | 29301126 | TotalRevenue |
| Total Expenses | 27742314 | TotalExpenses |
| Excess Or Deficit For Year | 1558812 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1379919 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1379919 | TotalAdjustments |
| Excess Or Deficit Per FS | 2938731 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 30778824 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1379919 | NetUnrealizedGainsInvestments |
| Other Revenues | 97779 | OtherRevenues |
| Revenue Not Rptd F990 | 1477698 | RevenueNotRptdF990 |
| Revenue Subtotal | 29301126 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29301126 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27840093 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 97779 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 97779 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27742314 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27742314 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. THE FUNDS MAY ALSO BENEFIT RELATED ORGANIZATIONS MANOR II, MANOR III AND CENTRAL MANOR, BUT THERE IS NOT A DIRECT OBLIGATION TO THESE THREE ORGANIZATIONS SO THE FUNDS ARE NOT CONSIDERED AS HELD FOR THEIR BENEFIT. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LESS: RENTAL EXPENSES REPORTED ON LINE 6B 97,779. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | LESS: RENTAL EXPENSES REPORTED ON LINE 6B 97,779. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Type Of Activities Conducted | PASSIVE INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 836606 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 836606 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 836606 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| GREENCROFT COMMUNITIES FOUNDATION INC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 237126990 | IRC SEC. 501(C)(3) | 204214 | N/A | N/A | TO SUPPORT OPERATIONS | |
| GREENCROFT MIDDLEBURYINC | ||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 300036865 | IRC SEC. 501(C)(3) | COST BASIS | TRANSFER OF SENIOR CENTER | TO SUPPORT OPERATIONS | 349466 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
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: CONTRIBUTIONS MADE ARE UNRESTRICTED AND CAN BE USED IN ANY WAY THE DONEE ORGANIZATION SEES FIT TO FURTHER ITS TAX-EXEMPT PURPOSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SANDRA YODER | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 110734 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 8145 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 62 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 22614 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 11028 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 152583 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | SCHEDULE J, PART I THIS ENTITY RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE PRESIDENT/CEO: 1. INDEPENDENT COMPENSATION CONSULTANT 2. FORM 990 OF OTHER ORGANIZATIONS 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE 6. COMPENSATION COMMITTEE | Explanation |
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 | JIM ALVAREZ, CURRENT BOARD MEMBER, IS THE SENIOR VICE PRESIDENT OF EVERENCE | Relationship |
| Amount Of Transaction | 682080 | AmountOfTransaction |
| Description Of Transaction | INSURANCE AND OTHER SERVICES PROVIDED BY EVERENCE FINANCIAL TO GREENCROFT GOSHEN | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 2012, 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 DISCONTINUANCE 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 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. | |
| BOARD MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTERESTS 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 12C | |
| GREENCROFT GOSHEN, CENTRAL MANOR, MANOR II AND MANOR III'S (GG) 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. GG CONDUCTS PERIODIC REVIEW OF THE MARKET TO DEVELOP AVERAGE WAGES FOR POSITIONS WITHIN GREENCROFT GOSHEN. GREENCROFT GOSHEN STARTS EMPLOYEES THAT MEET THE MINIMUM REQUIREMENTS FOR THE POSITION AT/OR NEAR THE STARTING WAGE. WE MAKE ADJUSTMENTS TO THE STARTING WAGE BASED ON YEARS OF EXPERIENCE IN THAT SPECIFIC POSITION. OUR COMPENSATION PHILOSOPHY FOR STAFF OF OUR ORGANIZATION IS BASED ON VARIOUS TIERS. THE FIRST TIER IS GENERAL STAFF. WE HAVE HIRED AN OUTSIDE CONSULTANT TO DEVELOP A COMPENSATION SYSTEM FOR ALL OF GREENCROFT GOSHEN'S 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 WAGES SCALES HAVE A MINIMUM, A 25TH PERCENTILE, A 50TH PERCENTILE (AVERAGE) A 75TH PERCENTILE AND A MAXIMUM. WE STRIVE TO KEEP OUR AVERAGE FOR POSITIONS AT THE MID-POINT OF A RANGE 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 MANAGEMENT AND EXECUTIVE STAFF (DIRECTORS AND VICE PRESIDENT) OF OUR ORGANIZATION IS SLIGHTLY DIFFERENT. THE SECOND TIER IS MANAGEMENT STAFF. THE WAGE SCALE SYSTEM IS THE SAME FOR OUR STAFF. HOWEVER, OUR POLICY STATES THAT DIRECTORS ARE LIKE OTHER STAFF AND CAN EARN UP TO THE 100TH PERCENTILE OF THE RANGE FOR THEIR POSITION. OUR THIRD TIER IS VICE PRESIDENT STAFF. THE WAGE SCALE SYSTEM IS THE SAME FOR OUR STAFF. HOWEVER, THERE IS ONE DIFFERENCE. THE POLICY STATES THAT VICE PRESIDENTS CAN EARN UP TO THE 85TH PERCENTILE OF THE RANGE FOR THEIR POSITION. THE RANGE USES THE MEDIAN AS THE MID-POINT NOT THE AVERAGE. GENERALLY THE MEDIAN IS BELOW THE AVERAGE. THE OVERALL COMPENSATION POLICY AND THE VP COMPENSATION POLICY ARE APPROVED BY THE GREENCROFT COMMUNITIES (GC) BOARD OF DIRECTORS. THE GREENCROFT GOSHEN (GG) BOARD REVIEWS THE COMPENSATION POLICIES. ANNUALLY THE GC BOARD AND THE GG BOARD REVIEW THE COMPENSATION OF THEIR RESPECTIVE EXECUTIVE TEAMS. 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 GG BOARD HAS REVIEWED THE BASE WAGE AND THE VARIABLE PAY FOR THE PRESIDENT OF GREENCROFT GOSHEN. IN THE FISCAL YEAR 2011 THIS POSITION WAS AT THE 84TH PERCENTILE OF THE RANGE FOR THIS POSITION IN BASE COMPENSATION AND AT THE 45TH PERCENTILE OF THE MARKET FOR THE VARIABLE PAY COMPENSATION. THIS EXCERCISE WAS LAST PERFORMED IN FISCAL YEAR 2011. | FORM 990, PART VI, SECTION B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 | |
| DALE SHENK, TREASURER, DEVOTE 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 COMMUNITIES FOUNDATION, 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. PATRICIA FORD, SECRETARY, DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO GREENCROFT RETIREMENT COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION. SHE ALSO DEVOTE APPROXIMATELY ONE HOUR PER WEEK TO THE FOLLOWING RELATED ORGANIZATIONS: GREENCROFT COMMUNITIES FOUNDATION, INC. GREENCROFT CENTRAL MANOR, INC. GREENCROFT MANOR II, INC. GREENCROFT MANOR III, INC. GREENCROFT MIDDLEBURY, INC. GREENCROFT HOME HEALTH SERVICES, INC. GREENCROFT MANAGEMENT, INC. SANDRA YODER, PRESIDENT - DEVOTES APPROXIMATELY 2 HOURS PER WEEK TO THE FOLLOWING RELATED ORGANIZATIONS: GREENCROFT RETIREMENT COMMUNITIES, INC. GREENCROFT CENTRAL MANOR, INC. GREENCROFT MANOR II, INC. GREENCROFT MANORIII, INC. VARIOUS BOARD MEMBERS ALSO CONTRIBUTE TIME TO OTHER RELATED ORGANIZATIONS REPORTED IN SCHEDULE R. | FORM 990, PART VII, SECTION A | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,379,919. | FORM 990, PART XI, LINE 5: |
| THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
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 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREENCROFT COMMUNITIES FOUNDATION INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 237126990 | FUNDRAISING | IN | 501(C)(3) | LINE 7 | 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 | |
| GREENCROFT RETIREMENT COMMUNITIES INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 300036587 | MANAGEMENT | IN | 501(C)(3) | LINE 9 | 0 | N/A | |
| 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 | |
| GREENCROFT CENTRAL MANOR INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 356047318 | HOUSING | 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 | 0 | N/A | |
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 NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| 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 | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GREENCROFT RETIREMENT COMMUNITIES INC | ||
| L | 2360807 | ACTUAL COSTS INCURRED |
| GREENCROFT MANOR II INC | ||
| K | 356620 | ACTUAL COSTS INCURRED |
| GREENCROFT MANOR III INC | ||
| K | 183944 | ACTUAL COSTS INCURRED |
| GREENCROFT CENTRAL MANOR INC | ||
| K | 102000 | ACTUAL COSTS INCURRED |
| GREENCROFT MIDDLEBURY INC | ||
| K | 81872 | ACTUAL COSTS INCURRED |
| GREENCROFT COMMUNITIES FOUNDATION INC | ||
| C | 457607 | CASH VALUE |
| GREENCROFT COMMUNITIES FOUNDATION INC | ||
| B | 204214 | CASH VALUE |
| GREENCROFT MIDDLEBURY INC | ||
| B | 349466 | COST BASIS |
| GREENCROFT MIDDLEBURY INC | ||
| D | 2000000 | CASH VALUE |
| GREENCROFT CENTRAL MANOR INC | ||
| D | 859340 | CASH VALUE |
| GREENCROFT MANOR III INC | ||
| D | 200000 | CASH VALUE |
| GREENCROFT CENTRAL MANOR INC | ||
| Q | 255888 | ACTUAL COSTS INCURRED |