2026-05-15T15:12:30+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-07-01 300036865 GREENCROFT MIDDLEBURY INC GREE 5745374000 PO BOX 819 GOSHEN IN 46527 PAM ALEXANDER CFO 5745374000 2026-05-15 true true Lauren Denton P01571860 2604604000 2026-05-15 2024 2025-03-06 01:10:19Z PAM ALEXANDER PO BOX 819 GOSHEN IN 46527 2179690 false X WWW.GREENCROFT.ORG X 1999 IN GREENCROFT MIDDLEBURY PROVIDES ACTIVE, AFFORDABLE RETIREMENT LIVING IN HOMES WITH SUPPORTIVE SERVICES. 9 9 0 9 0 0 38613 550000 1110275 1423825 11709 11207 14343 193154 1174940 2178186 12600 12600 0 322529 415921 0 0 1070306 1307464 1405435 1735985 -230495 442201 14170206 13655451 10136714 9483878 4033492 4171573 GREENCROFT MIDDLEBURY CREATES A DYNAMIC LIVING COMMUNITY THAT EMBRACES THE CREATIVITY, CONTRIBUTIONS AND CHALLENGES OF AGING FOR ALL, GROUNDED IN SERVICE EXCELLENCE, COMPASSIONATE CARE AND MENNONITE VALUES. false false 1366700 12600 1616979 SEE SCHEDULE O 1366700 true true false false false false false false false true true false false false true false false true false false false false false false false false false true false 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 9 9 false true false false true true true true true false false false true true true true true true true true false false IN X PAM ALEXANDER 5745374000 1721 GREENCROFT BLVD GOSHEN IN 46527 DARLA KAUFFMAN CHAIR 1.0 0.0 X X 0 0 0 CHAD STAMM BOARD MEMBER 1.0 0.0 X 0 0 0 JEREMY MILLER BOARD MEMBER 1.0 0.0 X 0 0 0 KARLA BEASLEY BOARD MEMBER 1.0 0.0 X 0 0 0 KIM HUFFMAN BOARD MEMBER 1.0 0.0 X 0 0 0 MARY OWENS BOARD MEMBER 1.0 0.0 X 0 0 0 MIRANDA CRIPE BOARD MEMBER 1.0 0.0 X 0 0 0 NIC WYSE BOARD MEMBER 1.0 0.0 X 0 0 0 REV RON RUSSELL BOARD MEMBER 1.0 0.0 X 0 0 0 AIMEE RIEMKE ASSISTANT SECRETARY 1.0 44.0 X 0 162518 31415 CALLIE SELNER HARTUNG ASSISTANT TREASUER (LEFT 08/24) 1.0 44.0 X 0 60386 7612 ERIC HERSHBERGER TREASURER (LEFT 04/25) 1.0 44.0 X 0 89803 5564 RYDELL BONTRAGER SECRETARY 1.0 44.0 X 0 160883 43366 0 473590 87957 0 false true false 0 550000 550000 NET RESIDENT SERVICES 623000 1423825 1423825 0 0 0 0 1423825 12711 12711 0 0 1504 0 -1504 -1504 -1504 MAINTENANCE INCOME 811000 188191 188191 OTHER MISC. REVENUE 900099 4963 4963 0 0 0 0 193154 2178186 1616979 0 11207 12600 12600 348787 261590 87197 7249 5437 1812 35170 26377 8793 24715 18536 6179 80813 80813 271 271 7900 7900 148319 29664 118655 0 26728 26728 76783 31481 45302 240765 240765 1435 1435 1489 1489 144976 144976 494305 494305 3581 3581 PROPERTY TAXES 40482 40482 FACILITY MAINTENANCE 32726 32726 OTHER 2622 393 2229 SMALL EQUIPMENT 1614 242 1372 2655 398 2257 0 1735985 1366700 369285 0 175 175 692931 746738 -12504 79196 0 0 0 0 2422 2638 16936288 4743166 12549480 12193122 0 0 937702 633582 14170206 13655451 793424 180217 1630969 2153197 0 0 7712321 7150464 10136714 9483878 X 3095790 4171573 937702 0 4033492 4171573 14170206 13655451 X 442201 -304120 X false true true false X 643650 535978 38969 38613 550000 1807210 686640 839453 898258 1124618 1616979 5165948 0 0 0 1330290 1375431 937227 1163231 2166979 6973158 390000 28223 12067 13692 15431 459413 47941 25170 196642 329019 249332 848104 437941 53393 208709 342711 264763 1307517 5665641 19104 4549 655 15876 12711 52895 0 19104 4549 655 15876 12711 52895 0 0 0 0 0 0 0 1349394 1379980 937882 1179107 2179690 7026053 0.80638 0.74533 0.01 0.01 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 192990 192990 192990 192990 209948 -11909 5049 192990 244606 -31660 2998 209948 95598 125000 27758 3750 244606 0.6663 0.2767 0.057 false true true 659072 659072 12911366 3299938 9611428 3285090 1201791 2083299 80760 241437 -160677 12193122 Federal Income Taxes LIFE LEASE NOTES PAYABLE 3867783 DUE TO AFFILIATES 1831933 LONG-TERM DEBT 1344670 CURRENT MATURITIES 106078 7150464 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 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. Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS ARE HELD BY GREENCROFT COMMUNITIES FOUNDATION INC. FOR THE BENEFIT OF GREENCROFT MIDDLEBURY, 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 MIDDLEBURY, INC. true GREENCROFT COMMUNITIES FOUNDATION INC PO BOX 819 GOSHEN IN 46527 237126990 501(C)(3) 12600 N/A N/A PROGRAM GRANT 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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. X X false false false false false false false false false RYDELL BONTRAGER SECRETARY 0 144335 0 16272 0 276 0 7137 0 36229 0 204249 0 0 AIMEE RIEMKE ASSISTANT SECRETARY 0 146184 0 15818 0 516 0 7317 0 24098 0 193933 0 0 Schedule J, Part I 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 Form 990, Part I, Line 5 THE ORGANIZATION'S EMPLOYEES ARE PAID BY GREENCROFT GOSHEN, INC (EIN 35-1270709), 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 GOSHEN. Form 990, Part III, Line 4a GREENCROFT MIDDLEBURY IS A NON-PROFIT COMMUNITY BENEFIT CORPORATION THAT PROVIDES INDEPENDENT LIVING SERVICES TO MORE THAN 50 RESIDENTS ON A 23-ACRE CAMPUS. ASSISTED LIVING AND HEALTHCARE NURSING SERVICES ARE AVAILABLE VIA A CONTRACT BETWEEN GREENCROFT MIDDLEBURY AND GREENCROFT GOSHEN. SUPPORTING SERVICES FOR RESIDENTS AND OTHER AREA SENIORS ARE PROVIDED THROUGH THE GREENCROFT MIDDLEBURY SENIOR CENTER ON CAMPUS. DURING THE YEAR ENDED JUNE 30, 2025, OVER 11% OF TOTAL REVENUES WERE USED TO PROVIDE COMMUNITY BENEFITS IN THE FORM OF REDUCED/FREE SENIOR CENTER SERVICES. IN ADDITION, RESIDENTS WHO DO NOT MISUSE THEIR ASSETS MAY BE ELIGIBLE FOR SUPPORT FROM GREENCROFT MIDDLEBURY IF THEIR ASSETS RUN OUT. 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. 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 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 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 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 XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF GREENCROFT COMMUNITIES FOUNDATION - -304120; Total - -304120; 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 CHICAGO TRAIL VILLAGE INC 31869 CHICAGO TRAIL NEW CARLISLE IN 46552 310990629 HOUSING IN 501(c)(3) 10 HAVEN HOMES 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 EDGEWATER PLACE INC 11351 LAFAYETTE PLAIN CITY ROAD PLAIN CITY IN 43064 823596152 HEALTHCARE IN 501(c)(3) 10 GRC false GREENCROFT MANAGEMENT INC PO BOX 819 GOSHEN IN 46527 270259652 MGMT SERVICES IN NA C Corporation 0 0 0 false false true true false true false false false false false false false true true true true false true false Schedule R, Part IV NAME OF RELATED ORGANIZATION: GREENCROFT MANAGEMENT, INC. DIRECT CONTROLLING ENTITY: GREENCROFT RETIREMENT COMMUNITIES INC