GREENCROFT COMMUNITIES FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GREENCROFT COMMUNITIES FOUNDATION INC (EIN 23-7126990)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-02
- IRS object ID
- 201241239349300749
- 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 G
- Schedule I
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-02T12:19:40-05:00 | 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 | 237126990 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENCROFT COMMUNITIES FOUNDATION 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 | JENNIFER HAYES | 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 | 4034861 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GREENCROFT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 587872 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1418010 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -69301 | InvestmentIncomePriorYear |
| Investment Income Current Year | 151635 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -5691 | OtherRevenuePriorYear |
| Other Revenue Current Year | -15517 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 512880 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1554128 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 346694 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 558694 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 134015 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 144603 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 139200 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 155372 | OtherExpensePriorYear |
| Other Expenses Current Year | 137368 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 636081 | TotalExpensesPriorYear |
| Total Expenses Current Year | 840665 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -123201 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 713463 | RevenuesLessExpensesCY |
| Total Assets BOY | 6782497 | TotalAssetsBOY |
| Total Assets EOY | 8353375 | TotalAssetsEOY |
| Total Liabilities BOY | 39677 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8104 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6742820 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8345271 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 575329 | Expense |
| Grants | 558694 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 575329 | 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 | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | 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 | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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
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 |
|---|---|---|---|---|---|---|
| EVERETT THOMAS | ||||||
| CHAIR, VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| KAREN THOMSON | ||||||
| CHAIR - PARTIAL YEAR | 1.00 | X | X | 0 | 0 | 0 |
| WILLIAM J BLOSS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MATT HAZELBAKER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DEB MANGAS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ED MERCER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DEB MINTER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JIM NEFF | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| R CREWS PERKEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SCOTT PUCKETT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TOM STARK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LEROY TROYER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SHANNON WHITE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GORDON YODER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JIM HIATT | ||||||
| BOARD MEMBER - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MARTIN | ||||||
| BOARD MEMBER - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA FORD | ||||||
| SECRETARY | 1.00 | X | 0 | 48692 | 12027 | |
| DALE SHENK | ||||||
| TREASURER | 1.00 | X | 0 | 106750 | 27761 | |
| JENNIFER HAYES | ||||||
| PRESIDENT | 5.00 | X | 0 | 94776 | 14641 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 250218 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 54429 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 136543 | FundraisingEvents |
| Related Organizations | 244204 | RelatedOrganizations |
| All Other Contributions | 1037263 | AllOtherContributions |
| Total Contributions | 1418010 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99526 | TotalRevenueColumn |
| Exclusion | $99,526 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2501133 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2449024 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52109 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52109 | TotalRevenueColumn |
| Exclusion | $52,109 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16192 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 136543 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 31709 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -15517 | TotalRevenueColumn |
| Exclusion | -$15,517 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1554128 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $136,118 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 544129 | Total |
| Program Services | 544129 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14565 | Total |
| Program Services | 14565 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107653 | Total |
| Program Services | 12384 | ProgramServices |
| Management And General | 31565 | ManagementAndGeneral |
| Fundraising | 63704 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2630 | Total |
| Program Services | 303 | ProgramServices |
| Management And General | 771 | ManagementAndGeneral |
| Fundraising | 1556 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26628 | Total |
| Program Services | 3063 | ProgramServices |
| Management And General | 7808 | ManagementAndGeneral |
| Fundraising | 15757 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7692 | Total |
| Program Services | 885 | ProgramServices |
| Management And General | 2255 | ManagementAndGeneral |
| Fundraising | 4552 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21030 | Total |
| Management And General | 21030 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13011 | Total |
| Management And General | 13011 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1914 | Total |
| Management And General | 1914 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32517 | Total |
| Management And General | 32517 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4863 | Total |
| Management And General | 4863 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3562 | Total |
| Management And General | 3562 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FUNDRAISING EXPENSES | 53631 | 53631 | |
| PROF. DEVELOPMENT | 5682 | 5682 | |
| DUES & SUBSCRIPTIONS | 1158 | 1158 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 840665 | Total |
| Program Services | 575329 | ProgramServices |
| Management And General | 126136 | ManagementAndGeneral |
| Fundraising | 139200 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 946886 | BOY |
| EOY | 865854 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122894 | BOY |
| EOY | 609956 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1597 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4960562 | BOY |
| EOY | 5996674 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750558 | BOY |
| EOY | 880891 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6782497 | BOY |
| EOY | 8353375 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8140 | BOY |
| EOY | 8104 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31537 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39677 | BOY |
| EOY | 8104 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4060841 | BOY |
| EOY | 4743031 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475286 | BOY |
| EOY | 1331997 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2206693 | BOY |
| EOY | 2270243 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6742820 | BOY |
| EOY | 8345271 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6782497 | BOY |
| EOY | 8353375 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 713463 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 888988 | 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 398481 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 668728 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 685871 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 587872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1418010 | CurrentTaxYear |
| Total | 3758962 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 398481 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 668728 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 685871 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 587872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1418010 | CurrentTaxYear |
| Total | 3758962 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1325245 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2433717 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 160975 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175412 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 170933 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 130315 | CurrentTaxYearMinus1Year |
| Current Tax Year | 99526 | CurrentTaxYear |
| Total | 737161 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 17136 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16192 | CurrentTaxYear |
| Total | 33328 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4529451 | TotalSupport |
| Public Support Pertcentage170 | 0.53730 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74010 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS | 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 | 5923540 | BeginningOfYearBalance |
| Contributions | 226740 | Contributions |
| Investment Earnings Or Losses | 995141 | InvestmentEarningsOrLosses |
| Other Expenditures | 99184 | OtherExpenditures |
| End Of Year Balance | 7046237 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5614673 | BeginningOfYearBalance |
| Contributions | 45840 | Contributions |
| Investment Earnings Or Losses | 332789 | InvestmentEarningsOrLosses |
| Other Expenditures | 69762 | OtherExpenditures |
| End Of Year Balance | 5923540 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6616432 | BeginningOfYearBalance |
| Contributions | 285623 | Contributions |
| Investment Earnings Or Losses | -1128086 | InvestmentEarningsOrLosses |
| Other Expenditures | 159296 | OtherExpenditures |
| End Of Year Balance | 5614673 | 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 | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 278547 | C |
| BENEFICIAL INTEREST IN AMOUNTS HELD BY ELKHART COUNTY COMMUNITY FOUNDATION | 590677 | C |
| DUE FROM AFFILIATES | 11667 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 880891 | TotalOfBookValueSecurities |
| Total Revenue | 1554128 | TotalRevenue |
| Total Expenses | 840665 | TotalExpenses |
| Excess Or Deficit For Year | 713463 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 826722 | NetUnrealizedGLOnInvestments |
| Other | $62,266 | OtherAmount |
| Total Adjustments | 888988 | TotalAdjustments |
| Excess Or Deficit Per FS | 1602451 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2474825 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 826722 | NetUnrealizedGainsInvestments |
| Other Revenues | 62266 | OtherRevenues |
| Revenue Not Rptd F990 | 888988 | RevenueNotRptdF990 |
| Revenue Subtotal | 1585837 | RevenueSubtotal |
| Other Revenues Not Included | -31709 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -31709 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1554128 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 872374 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 31709 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 31709 | ExpensesNotRptdF990 |
| Expenses Subtotal | 840665 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 840665 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 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, 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. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN AMOUNTS HELD BY ELKHART COUNTY COMMUNITY F 62,266. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN AMOUNTS HELD BY ELKHART COUNTY COMMUNITY FOUNDATION 62,266. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -31,709. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 31,709. |
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 | 278547 | 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 | 278547 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 278547 | 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 G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 152735 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 136543 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 16192 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 800 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 2112 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 21427 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1457 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 5913 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 152735 | GrossReceiptsTotal |
| Charitable Contributions Total | 136543 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16192 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 800 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 2112 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 21427 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 1457 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 5913 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 31709 | DirectExpenseSummaryEvents |
| Net Income Summary | -15517 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 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 |
|---|---|---|---|---|---|---|---|---|---|
| GREENCROFT GOSHEN INC | |||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351270709 | 501(C)(3) | 457607 | N/A | N/A | TO SUPPORT OPERATIONS |
| GREENCROFT MIDDLEBURY INC | |||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 300036865 | 501(C)(3) | 34275 | N/A | N/A | TO SUPPORT OPERATIONS |
| HAVEN HUBBARD HOMES INC DBA HAMILTON GROVE | |||||||||
| 31869 CHICAGO TRAIL | NEW CARLISLE | IN | 46552 | 350870110 | 501(C)(3) | 5910 | N/A | N/A | TO SUPPORT OPERATIONS |
| GREENCROFT RETIREMENT COMMUNITIES INC | |||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351377430 | 501(C)(3) | 16460 | N/A | N/A | TO SUPPORT OPERATIONS |
| SOUTHFIELD VILLAGE INC | |||||||||
| 6450 MIAMI CIRCLE | SOUTHBEND | IN | 46614 | 351866553 | 501(C)(3) | 9000 | N/A | N/A | TO SUPPORT OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| EMPLOYEE FINANCIAL ASSISTANCE | 33 | 12895 | N/A | N/A |
| RESIDENT FINANCIAL ASSISTANCE | 6 | 1670 | N/A | N/A |
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: 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| 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 3 | |
| 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 6 | |
| SEE NARRATIVE FOR PART VI, SECTION A, LINE 6 | 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 | |
| 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 11 | |
| FORM 990, PART VI, SECTION B, LINE 12C | 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 15 | GREENCROFT 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 2011 THIS POSITION WAS AT THE 54TH PERCENTILE OF THE RANGE FOR THIS POSITION IN BASE COMPENSATION AND AT THE 19TH PERCENTILE OF THE MARKET FOR THE VARIABLE PAY COMPENSATION. THIS EXCERCISE WAS LAST PERFORMED IN FISCAL YEAR 2011. | |
| 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 | 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 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, 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 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 826,722. CHANGE IN BENEFICIAL INTEREST IN AMOUNTS HELD BY ELKHART COUNTY COMMUNITY FOUNDATION 62,266. TOTAL TO FORM 990, PART XI, LINE 5: 888,988. | 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 | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREENCROFT RETIREMENT COMMUNITIES INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 300036587 | MANAGEMENT | IN | 501(C)(3) | LINE 9 | N/A | 0 | |
| GREENCROFT CENTRAL MANOR INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 356047318 | HOUSING | IN | 501(C)(3) | LINE 9 | 1 | GREENCROFT RETIREMENT COMMUNITIES INC | |
| GREENCROFT GOSHEN INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351270709 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | 1 | GREENCROFT RETIREMENT COMMUNITIES INC | |
| GREENCROFT MANOR III INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351431475 | HOUSING | IN | 501(C)(3) | LINE 9 | 1 | GREENCROFT RETIREMENT COMMUNITIES INC | |
| GREENCROFT MANOR II INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351377430 | HOUSING | IN | 501(C)(3) | LINE 9 | 1 | GREENCROFT RETIREMENT COMMUNITIES INC | |
| GREENCROFT MIDDLEBURY INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 300036865 | HOUSING | IN | 501(C)(3) | LINE 9 | 1 | GREENCROFT RETIREMENT COMMUNITIES INC | |
| HAVEN HUBBARD HOMES INC DBA HAMILTON GROVE | |||||||||||
| 31869 CHICAGO TRAIL | NEW CARLISLE | IN | 46552 | 350870110 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | 1 | GREENCROFT RETIREMENT COMMUNITIES INC | |
| OAK GROVE CHRISTIAN RETIREMENT VILLAGE INC | |||||||||||
| 221 WEST DIVISION ROAD | DEMOTTE | IN | 46310 | 351986767 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | 1 | GREENCROFT RETIREMENT COMMUNITIES INC | |
| SOUTHFIELD VILLAGE INC | |||||||||||
| 6450 MIAMI CIRCLE | SOUTH BEND | IN | 46614 | 351866553 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | 1 | GREENCROFT RETIREMENT COMMUNITIES INC | |
| WALNUT HILLS RETIREMENT COMMUNITIES INC | |||||||||||
| PO BOX 129 | WALNUT CREEK | OH | 44687 | 351317338 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | 1 | GREENCROFT RETIREMENT COMMUNITIES INC | |
| GREENCROFT HOME HEALTH SERVICES INC | |||||||||||
| PO BOX 819 | GOSHEN | IN | 46527 | 351606010 | HOME HEALTH | IN | 501(C)(3) | LINE 9 | 1 | GREENCROFT RETIREMENT COMMUNITIES INC | |
| HAMILTON FOUNDATION INC | |||||||||||
| 31869 CHICAGO TRAIL | NEW CARLISLE | IN | 46552 | 351764275 | FUNDRAISING | IN | 501(C)(3) | LINE 11A, I | 1 | HAVEN HUBBARD HOMES INC DBA HAMILTON GROVE | |
| CHICAGO TRAIL VILLAGE INC | |||||||||||
| 31869 CHICAGO TRAIL | NEW CARLISLE | IN | 46552 | 310990629 | HOUSING | IN | 501(C)(3) | LINE 9 | 1 | HAVEN HUBBARD HOMES INC DBA HAMILTON GROVE | |
| MENNONITE HEALTH SERVICES | |||||||||||
| 234 S MAIN STREET SUITE A | GOSHEN | IN | 46526 | 231421919 | HEALTHCARE | IN | 501(C)(3) | LINE 9 | N/A | 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 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 | 0 | 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 | 0 | 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GREENCROFT GOSHEN INC | ||
| C | 204214 | ACTUAL COST |
| GREENCROFT GOSHEN INC | ||
| B | 457607 | ACTUAL COST |
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