2025-05-15T15:24:07+00:00 2024-06-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2023-07-01 310990629 Chicago Trail Village INC CHIC 5746542300 31891 CHICAGO TRAIL NEW CARLISLE IN 46552 LYNDA OLINSKI CFO 5746542300 2025-05-15 true true Lauren Denton P01571860 2604604000 2024-05-14 2023 2025-03-06 01:10:19Z LYNDA OLINSKI 31891 CHICAGO TRAIL NEW CARLISLE IN 46552 1000097 false X WWW.GREENCROFT.ORG X 1981 IN CHICAGO TRAIL VILLAGE, INC. PROVIDES AFFORDABLE HUD HOUSING, PROGRAMS AND SERVICES FOR OLDER ADULTS. ESTIMATED RESIDENTS' SAVINGS FOR FY 2024 AMOUNTED TO $250,000. 8 8 0 8 0 0 0 0 945686 990708 4257 6319 663 858 950606 997885 0 0 0 0 251256 256645 0 0 0 570993 553141 822249 809786 128357 188099 1533606 1550705 2833743 2662743 -1300137 -1112038 SEE SCHEDULE O false false 593826 991566 CHICAGO TRAIL VILLAGE (CTV) IS A NON-PROFIT COMMUNITY BENEFIT CORPORATION THAT PROVIDES RETIREMENT HOUSING SERVICES TO OVER 100 RESIDENTS ON A 250-ACRE CAMPUS. CTV IS AFFILIATED WITH A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) KNOWN AS HAMILTON GROVE. CTV'S SERVICES ARE INTEGRATED INTO HAMILTON'S SERVICES. CTV PROVIDES INDEPENDENT-LIVING HOUSING SERVICES. RESIDENTS IN CTV ARE ELIGIBLE FOR ADVANCED SERVICES OFFERED AT HAMILTON GROVE, INCLUDING ASSISTED LIVING AND SKILLED NURSING. CTV RESIDENTS PAY A SUBSIDIZED MONTHLY FEE FOR RENT. WE ESTIMATE THAT CTV RESIDENTS SAVED $250,000 IN FY 2024 BY HAVING THIS AFFORDABLE HOUSING SERVICE AVAILABLE TO THEM AND STAYING OFF OTHER PUBLIC ASSISTANCE. 593826 true false false false false false false true false true false false false true false true true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 0 0 0 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 true true true true true true true true false IN X LYNDA OLINSKI 5745374000 1721 GREENCROFT BLVD GOSHEN IN 46527 CAROL SWOPE CHAIR 1.0 1.0 X X 0 0 0 FRANK ROBINSON VICE CHAIR 1.0 1.0 X X 0 0 0 BARBARA LOW BOARD MEMBER 1.0 1.0 X 0 0 0 JEREMY WILLIAMSON BOARD MEMBER 1.0 1.0 X 0 0 0 KALVIN MORRISON BOARD MEMBER 1.0 1.0 X 0 0 0 MARCY KAUFFMAN BOARD MEMBER 1.0 1.0 X 0 0 0 MINDIE COLANESE BOARD MEMBER 1.0 1.0 X 0 0 0 VICKIE VAN NEVEL BOARD MEMBER 1.0 1.0 X 0 0 0 AIMEE RIEMKE ASSISTANT SECRETARY 1.0 44.0 X 0 150389 57140 CALLIE SELNER HARTUNG ASSISTANT TREASURER 1.0 44.0 X 0 51456 7108 CARLOS ROMERO PRESIDENT 4.0 36.0 X 0 133147 8667 ERIC HERSHBERGER TREASURER 1.0 44.0 X 0 93940 5828 RYDELL BONTRAGER SECRETARY 1.0 44.0 X 0 154584 71138 SCOTT MARTIN LEFT 723 FORMER TREASURER 1.0 44.0 X 0 115313 26734 0 698829 176615 0 false true false 0 0 NET RESIDENT REVENUE 623000 990708 990708 0 0 0 0 990708 8531 8531 0 0 2212 0 -2212 -2212 -2212 LAUNDRY 812300 657 657 BEAUTY SHOP 623990 201 201 0 0 0 0 858 997885 991566 0 6319 202491 91756 110735 9629 4363 5266 29888 13543 16345 14637 6632 8005 51791 51791 10746 10746 3000 3000 25754 25754 0 0 22274 13363 8911 85126 85126 1161 1161 183938 183938 124362 124362 7810 7810 REPAIRS & MAINTENANCE 36047 36047 DUES, TAXE, & LICENSES 1132 1132 0 0 0 0 809786 593826 215960 0 50 50 876337 915703 0 0 5941775 5306823 657219 634952 0 0 0 0 1533606 1550705 27766 29215 2534263 2409442 42918 46024 0 228796 178062 2833743 2662743 X -1300137 -1112038 -1300137 -1112038 1533606 1550705 188099 0 X X false true X true false X 0 0 0 0 0 0 887191 903162 933451 946349 991566 4661719 0 0 0 887191 903162 933451 946349 991566 4661719 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4661719 2080 121 197 4988 8531 15917 0 2080 121 197 4988 8531 15917 0 0 0 0 0 0 0 889271 903283 933648 951337 1000097 4677636 0.9966 0.9977 0 0.0023 X false true X 5359207 4749052 610155 384976 361720 23256 197592 196051 1541 634952 DUE TO AFFILIATES 87312 ACCRUED INTEREST PAYABLE 90750 178062 1000097 2212 2212 997885 0 0 997885 811998 2212 2212 809786 0 0 809786 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVAULUATED 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. Schedule D, Part IV, Line 2b Explanation of escrow agreement THE ORGANIZATION REQUIRES SECURITY DEPOSITS FROM EACH RESIDENT FOR THE USE OF GARAGE SPACE AND FOR HAVING PETS LIVE WITH THEM. THE FUNDS ARE DEPOSITED INTO THE ORGANIZATION'S ACCOUNT, WHICH EARNS INTEREST THROUGHOUT THE YEAR. FUNDS ARE DESIGNATED FOR RECOVERY OF DAMAGES CAUSED BY THE RESIDENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 LOSS ON SALE OF ASSET - 2212 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 LOSS ON SALE OF ASSET - 2212 false false false false false false false false false RYDELL BONTRAGER SECRETARY 0 146148 0 8298 0 138 0 23305 0 47833 0 225722 0 0 AIMEE RIEMKE ASSISTANT SECRETARY 0 139082 0 11169 0 138 0 25640 0 31500 0 207529 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 A ST JOSEPH COUNTY INDIANA 356000194 790608CC5 2005-04-20 3155000 REFUND AND RETIRE BOND ISSUE false false false A 735000 3155000 3155000 true false true true A false false false false 0.0 false false false A false false false true false false false false false A false Schedule K, Part IV, Line 2c THE REBATE COMPUTATION WAS PERFORMED ON APRIL 20, 2010. Form 990, Part I, Line 5 THE ORGANIZATION'S EMPLOYEES ARE PAID BY HAVEN HUBBARD HOMES, INC (EIN 35-0870110), A RELATED TAX-EXEMPT ORGANIZATION. THESE EMPLOYEES ARE INCLUDED IN THE FORM W-3, TRANSMITTAL OF WAGE AND TAX STATEMENTS, THAT IS FILED BY HAVEN HUBBARD HOMES, INC. Form 990, Part III, Line 1 THE MISSION OF CHICAGO TRAIL VILLAGE IS TO PROVIDE AFFORDABLE HUD HOUSING, PROGRAMS AND SERVICES FOR OLDER ADULTS. WE STRIVE TO CELEBRATE THE LIVES OF SENIORS AND ADDRESS THE CHALLENGES OF AGING. WE WORK WITH THEM TO ENSURE THEY HAVE OPPORTUNITIES TO LIVE LIFE OUT TO THE FULLEST. 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 75THPERCENTILE AND A MAXIMUM. WE STRIVE TO KEEP THE AVERAGE PAY IN THE MARKETPLACE FORPOSITIONS AT THE MID-POINT OF OUR PAY RANGE FOR A POSITION DEVELOPED BY OURCONSULTANTS. 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 2024. Form 990, Part VI, Line 6 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 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 NOT WITHSTANDING 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 3 Delegation of management duties THE ORGANIZATION IS UNDER A MANAGEMENT AGREEMENT WITH HAVEN HUBBARD HOMES INC D/B/A HAMILTON GROVE FOR THE OPERATION OF CHICAGO TRAIL VILLAGE OPERATIONS. THE CURRENT AGREEMENT RENEWS AUTOMATICALLY ON A YEAR TO YEAR BASIS. 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 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, 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 Change of oversight process or selection process THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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