2026-05-15T15:20:01+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-07-01 823596152 Edgewater Place Inc EDGE 5745374000 11351 LAFAYETTE PLAIN CITY ROAD PLAIN CITY OH 43064 PAM ALEXANDER CFO 5745374000 2026-05-15 true Lauren Denton P01571860 2604604000 2026-05-15 2024 2025-03-06 01:10:19Z PAM ALEXANDER 1721 GREENCROFT BLVD GOSHEN IN 46526 6300000 false X WWW.EDGEWATERPLACE.US X 2017 IN SEE SCHEDULE O X 8 8 42 8 0 0 69858 0 2004875 0 14360 -208138 726 0 2089819 -208138 0 0 1443909 0 0 0 1098599 0 2542508 0 -452689 -208138 7614491 231296 7406353 231296 208138 0 X SEE SCHEDULE O false true EDGEWATER PLACE IS A FIFTY-SIX (56) UNIT ASSISTED LIVING BUILDING. WE HAVE A COMMON DINING ROOM THAT PROVIDES THREE MEALS A DAY TO OUR RESIDENTS. THERE ARE SEVERAL COMMON SPACES FOR RESIDENTS TO USE INCLUDING: AN ACTIVITY ROOM, OUTSIDE PORCHES, LAUNDRY ROOMS, COMMON GATHERING ROOMS, ETC. WE ARE LICENSED TO SERVE 80 RESIDENTS. OUR ROOMS CAN BE SINGLE OCCUPANCY OR DOUBLE OCCUPANCY, IF A MARRIED COUPLE. WE HAVE 32 RESIDENTS LIVING IN OUR COMMUNITY AS OF JUNE 30, 2025. 0 true false false false false false false false false false false false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false true true true false false true 0 0 42 false false false false false false false false false false false false X 8 8 false true false false true true true true true false false false true true true true true true true true false false OH X PAM ALEXANDER 5745374000 1721 GREENCROFT BLVD GOSHEN IN 46526 DIANE WOODWORTH BOARD VICE CHAIR 1.0 1.0 X X 0 0 0 JULIE CROSSLEY BOARD CHAIR 1.0 1.0 X X 0 0 0 JIM EVANS BOARD MEMBER 1.0 1.0 X 0 0 0 JIM RIDENOUR BOARD MEMBER 1.0 1.0 X 0 0 0 JOE CAFFEE BOARD MEMBER 1.0 1.0 X 0 0 0 JONATHAN GEISER BOARD MEMBER 1.0 1.0 X 0 0 0 STEVE GARBODEN BOARD MEMBER 1.0 1.0 X 0 0 0 WES HERSCHBERGER BOARD MEMBER 1.0 1.0 X 0 0 0 AIMEE RIEMKE ASSISTANT SECRETARY 1.0 44.0 X 0 162518 31415 ERIC HERSHBERGER LEFT 0425 ASSISTANT TREASURER 1.0 44.0 X 0 89803 5564 JENNIFER STARKEY LEFT 0725 PRESIDENT 45.0 0.0 X 0 64914 45186 LYNDA OLINSKI TREASURER 1.0 44.0 X 0 286917 14689 RYDELL BONTRAGER SECRETARY 1.0 44.0 X 0 160883 43366 0 765035 140220 0 false true false DEDICATED NURSING ASSOCIATES 3535 FISHINGER BLVD HILLIARD OH 43026 AGENCY STAFFING SHIFTKEY LLC 5221 NO CONNOR BLVD IRVING TX 75039 AGENCY STAFFING CONNECT RN INC 203 CRESCENT ST STE 403 WALTHAM MA 02453 AGENCY STAFFING 0 0 0 0 0 0 0 0 0 6300000 6508138 0 -208138 -208138 -208138 0 0 0 0 0 -208138 0 0 -208138 0 0 0 0 0 0 0 0 0 0 0 0 68482 231296 1371437 70889 0 0 0 0 8771 0 0 6094912 0 0 0 0 0 7614491 231296 191396 0 0 4674001 2540956 231296 7406353 231296 X 208138 0 208138 0 7614491 231296 -208138 0 X false true true false X 225341 109122 0 69858 0 404321 2300816 2542881 2510091 2005601 0 9359389 0 0 0 2526157 2652003 2510091 2075459 0 9763710 0 0 0 0 0 0 1030551 1089657 1319938 0 0 3440146 1030551 1089657 1319938 0 0 3440146 6323564 8724 5407 4768 14360 0 33259 0 8724 5407 4768 14360 0 33259 0 0 0 0 0 0 0 2534881 2657410 2514859 2089819 0 9796969 0.64546 0.62173 0 0.0 X Federal Income Taxes DUE TO AFFILIATES 231296 LONG-TERM SUBORDINATED DEBT 231296 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. false false false false false false false false false LYNDA OLINSKI TREASURER 0 286917 0 0 0 0 0 0 0 14689 0 301606 0 0 RYDELL BONTRAGER SECRETARY 0 160883 0 0 0 0 0 7137 0 36229 0 204249 0 0 AIMEE RIEMKE ASSISTANT SECRETARY 0 162518 0 0 0 0 0 7317 0 24098 0 193933 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THIS ENTITY RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE PRESIDENT/CEO: 1.) COMPENSATION SURVEY OR STUDY 2.) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE ASSETS 2024-07-23 6094912 BOOK VALUE 923414243 NEW LEAF TITLE LLC 3821 NORTH HIGH ST COLUMBUS OH 43214 DOMESTIC LLC false false false false true false true false FIXED ASSETS 2024-07-23 6094912 PURCHASE 992816678 SEVA SENIOR LIVING OF PLAIN 11351 LAFAYETTE PLAIN CITY ROAD PLAIN CITY OH 43064 false false false false Form 990, Part III, Line 1 EDGEWATER PLACE, INC. IS A NON-PROFIT ASSISTED LIVING COMMUNITY, LOCATED IN PLAIN CITY, OHIO. IT SERVES RESIDENTS IN THE CENTRAL OHIO AREA, INCLUDING NEARBY DUBLIN, DELAWARE, HILLIARD, LONDON, POWELL, WESTERVILLE AND MARYSVILLE. IT IS AFFILIATED WITH GREENCROFT RETIREMENT COMMUNITIES, INC., ("GRC") A 501(C)(3) ORGANIZATION. THE FOCUS OF EDGEWATER PLACE IS TO PROVIDE HOUSING, ASSISTED LIVING, AND CARE TO THE ELDERLY ON A NON-PROFIT BASIS. Form 990, Part III, Line 3 Significant changes in program services DURING THE FISCAL YEAR, THE ORGANIZATION SOLD ITS FACILITY. Form 990, Part VI, Line 15 Greencroft Communities' (GC) and all related affiliate organization's philosophy is to compensate team members in a fair manner for the worth of work provided within the current market value range for each position in the organization. GC will conduct periodic review of the market to develop average wages for positions within Greencroft Communities. Greencroft Communities and its affiliates will start team members that meet the minimum requirements for the position at/or near the starting wage. Team members with experience in a job are hired higher up in the wage scale. A hiring grid is used for up to eleven years of experience. Our compensation philosophy for team members of our organization is based on the various tiers. The first tier is general team members. We have hired an outside consultant to develop a compensation system for all of Greencroft Communities' positions. The consultants developed a system with wage scales that use the marketplace average for key positions as the starting point for the scales. The wage scales have a minimum, a 25th percentile, a 50th percentile (average) a 75th percentile and a maximum. We strive to keep the average pay in the marketplace for positions at the mid-point of our pay range for a position developed by our consultants. Periodically we hire a consultant to update the marketplace average for several key positions. The consultant will use area marketplace data, LeadingAge data, and other industry data to develop the average. Our compensation philosophy for Management and Executive Team members (Directors, Vice Presidents and above) of our organization is slightly different. The second tier is Management team members and vice presidents. The wage scale system is the same for our team members. However, our policy states that the management positions can earn up to the 100th percentile of the range for their position based on market conditions and experience. Our third tier is Senior Vice Presidents and CEO team members. The Board has also designed a qualified deferred compensation program for this tier of employee. Annually the board sets aside up to 5% of these team members' wages in this program. Annually the Board reviews the salary and wage comparisons for each executive team members member. The overall compensation policy, the VPs compensation policies and the CEO compensation policy are approved by the Greencroft Communities (GC) Board of Directors. The various affiliates in the GC structure review the compensation policies. Annually the GC Board and its affiliate Boards review the compensation of their respective Executive Teams. They compare base wages and variable pay plan with national data provided by LeadingAge (formerly the American Association of Homes and Services for the Aging - AAHSA). The Boards review the current wage, the percentile ranking of the employee in his/her respective range and the median of the marketplace compared to the mid-point of the employee's range. The Boards document these meetings and actions taken in their Board minutes. The GC Board has reviewed the base wage and the variable pay for the President and CEO of Greencroft Communities for fiscal year 2025. Form 990, Part VI, Line 3 Delegation of management duties 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 2028, WITH AN OPTION FOR ANNUAL EXTENSIONS. Form 990, Part VI, Line 6 Classes of members or stockholders THE ORGANIZATION HAS ONE MEMBER, GREENCROFT RETIREMENT COMMUNITIES, INC (GRC), THAT 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 ANYOTHER 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 13. THE APPOINTMENT OF THE PRESIDENT/CEO, CFO, SECRETARY, AND TREASURER OF THE CORPORATION (BUT NOT THE OFFICERS OF THE BOARD OF DIRECTORS) 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, Line 7a Members or stockholders electing members of governing body SEE NARRATIVE FOR PART VI, SECTION A, LINE 6 Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders SEE NARRATIVE FOR PART VI, SECTION A, LINE 6 Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy BOARD MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION. THE TREASURER REVIEWS EACH POLICY STATEMENT SIGNED BY THESE INDIVIDUALS TO DETERMINE IF ANY CONFLICTS HAVE OCCURRED AND NEED TO BE BROUGHT TO THE ATTENTION OF THE BOARD. IF CONFLICT ARISES, THE RESPECTIVE BOARD MEMBER WILL ABSTAIN HIM/HERSELFFROM ANY RELATED DISCUSSION, VOTE OR SIMILAR ACTION ON THE MATTER. Form 990, Part VI, Line 19 Required documents available to the public 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 XII, Line 2c THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GREENCROFT CENTRAL MANOR INC PO BOX 819 GOSHEN IN 46527 356047318 HOUSING IN 501(c)(3) 10 GRC false GREENCROFT COMMUNITIES FOUNDATION INC PO BOX 819 GOSHEN IN 46527 237126990 FUNDRAISING IN 501(c)(3) 7 GRC false GREENCROFT GOSHEN INC PO BOX 819 GOSHEN IN 46527 351270709 HEALTHCARE IN 501(c)(3) 10 GRC false GREENCROFT HOME HEALTH SERVICES INC PO BOX 819 GOSHEN IN 46527 351606010 HOME HEALTH IN 501(c)(3) 10 GRC false GREENCROFT MANOR II INC PO BOX 819 GOSHEN IN 46527 351377430 HOUSING IN 501(c)(3) 10 GRC false GREENCROFT MANOR III INC PO BOX 819 GOSHEN IN 46527 351431475 HOUSING IN 501(c)(3) 10 GRC false GREENCROFT MIDDLEBURY INC PO BOX 819 GOSHEN IN 46527 300036865 HOUSING IN 501(c)(3) 10 GRC false GREENCROFT RETIREMENT COMMUNITIES INC PO BOX 819 GOSHEN IN 46527 300036587 MANAGEMENT IN 501(c)(3) Type II NA false HAVEN HUBBARD HOMES INC 31869 CHICAGO TRAIL NEW CARLISLE IN 46552 350870110 HEALTHCARE IN 501(c)(3) 10 GRC false OAK GROVE CHRISTIAN RETIREMENT VILLAGE 221 WEST DIVISION ROAD DEMOTTE IN 46310 351986767 HEALTHCARE IN 501(c)(3) 10 GRC false SOUTHFIELD VILLAGE INC 6450 MIAMI CIRCLE SOUTH BEND IN 46614 351866553 HEALTHCARE IN 501(c)(3) 10 GRC false WALNUT HILLS RETIREMENT COMMUNITIES INC PO BOX 129 WALNUT CREEK OH 44687 351317338 HEALTHCARE IN 501(c)(3) 10 GRC false CHICAGO TRAIL VILLAGE INC 31869 CHICAGO TRAIL NEW CARLISLE IN 46552 310990629 HOUSING IN 501(c)(3) 10 HAVEN HUBBAR false GREENCROFT MANAGEMENT INC PO BOX 819 GOSHEN IN 46527 270259652 MANAGEMENT IN NA C Corporation 0 0 0 false false false false false true false false false false false false false true true true true false false true Schedule R, Part IV NAME OF RELATED ORGANIZATION: GREENCROFT MANAGEMENT, INC. DIRECT CONTROLLING ENTITY: GREENCROFT RETIREMENT COMMUNITIES, INC.