2026-05-15T15:11:07+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-07-01 237126990 GREENCROFT COMMUNITIES FOUNDATION 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 1721 GREENCROFT BLVD GOSHEN IN 46526 6606840 false X WWW.GREENCROFT.ORG X 1971 IN SEE SCHEDULE O 8 8 0 8 0 0 1914330 2140856 0 926781 941023 -50613 -50151 2790498 3031728 399014 3508245 0 95230 258249 0 43255 89722 78617 583966 3845111 2206532 -813383 19980503 20146797 8985454 9046260 10995049 11100537 GREENCROFT COMMUNITIES FOUNDATION IS COMMITTED TO CREATING A PASSION FOR OUR COMMUNITIES AND INSPIRING GENEROSITY. false false 3545044 3508245 SEE SCHEDULE O 3545044 true true false false false false false false false true false false false false true false false true false false false false false false true false false true 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 true true 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 false false false false IN OH X PAM ALEXANDER 5745374000 1721 GREENCROFT BLVD GOSHEN IN 46527 MOLLIE KIEFFER BOARD CHAIR 1.0 0.0 X X 0 0 0 ANGIE EGGERING BOARD MEMBER 1.0 0.0 X 0 0 0 JIM HENNING BOARD MEMBER 1.0 0.0 X 0 0 0 JONATHAN WIEAND BOARD MEMBER 1.0 0.0 X 0 0 0 KATE STEURY BOARD MEMBER 1.0 0.0 X 0 0 0 KEN HOCHSTETLER BOARD MEMBER 1.0 0.0 X 0 0 0 NANCY HAWKINS BOARD MEMBER 1.0 0.0 X 0 0 0 SUSAN WEYBRIGHT BOARD MEMBER 1.0 0.0 X 0 0 0 AIMEE RIEMKE ASSISTANT SECRETARY 1.0 44.0 X 0 162518 31415 ERIC HERSHBERGER TREASURER (LEFT 04/25) 1.0 44.0 X 0 89803 5564 LYNDA OLINSKI PRESIDENT 3.0 42.0 X 0 286917 14689 RYDELL BONTRAGER SECRETARY 1.0 44.0 X 0 160883 43366 0 700121 95034 0 false true false 0 229382 1078329 833145 2140856 0 0 0 0 0 703348 703348 0 0 3762636 3524961 237675 0 237675 237675 229382 50151 -50151 -50151 0 0 0 0 0 3031728 0 0 890872 2350802 2350802 1157443 1157443 226792 32317 156489 37986 4269 608 2946 715 12030 1714 8301 2015 15158 2160 10459 2539 274 274 15650 15650 24339 0 24339 0 122 122 29467 29467 3379 3379 2291 2291 DUES & SUBSCRIPTIONS 3095 3095 0 0 0 0 3845111 3545044 256812 43255 -2270 441532 186285 0 0 0 0 0 0 0 0 18642558 19179998 748060 741834 0 148353 40950 19980503 20146797 5454 24670 0 0 8980000 9021590 8985454 9046260 X 4598278 5249347 6396771 5851190 10995049 11100537 19980503 20146797 -813383 918871 0 X false true true false X 1498965 2004132 1882915 1914330 2140856 9441198 0 0 1498965 2004132 1882915 1914330 2140856 9441198 927008 8514190 452509 799885 565782 457863 703348 2979387 0 0 86450 0 0 0 86450 12507035 0 0.68075 0.65849 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 0.0, COLUMN B - 86450.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - , COLUMN F - 86450.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10020334 -303701 9716633 9418619 601715 10020334 9133640 11725 625345 350377 1714 9418619 10237880 509178 -1270942 340523 1953 9133640 8250369 307904 2317528 30330 605913 1678 10237880 0.66 0.13 0.21 true false Federal Income Taxes DUE TO AFFILIATES 9021590 9021590 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 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. GOLF OUTING 229382 229382 0 50151 0 0 229382 229382 0 50151 50151 -50151 true GREENCROFT MIDDLEBURY INC PO BOX 819 GOSHEN IN 46527 300036865 501(C)(3) 590073 SUPPORT OAK GROVE CHRISTIAN RETIREMENT VILLAGE INC 221 WEST DIVISION RD DEMOTTE IN 46310 351986767 501(C)(3) 482500 SUPPORT GREENCROFT GOSHEN PO BOX 819 GOSHEN IN 46527 351270709 501(C)(3) 1147219 SUPPORT WALNUT HILLS RETIREMENT COMMUNITIES INC PO BOX 129 WALNUT CREEK OH 44687 351317338 501(C)(3) 130000 SUPPORT 4 RESIDENT FINANCIAL ASSISTANCE 50 48269 EMPLOYEE FINANCIAL ASSISTANCE 22 12254 ADULT DAY CARE ASSISTANCE 33 1096920 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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. ADULT DAY CARE FINANCIAL ASSISTANCE IS GIVEN TO INDIVIDUALS FROM THE COMMUNITY WHO WOULD OTHERWISE NOT BE ABLE TO PARTICIPATE IN THE PROGRAM. X X false false false false false false false false false LYNDA OLINSKI PRESIDENT 0 254860 0 31541 0 516 0 0 0 14689 0 301606 0 0 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, 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 Form 990, Part I, Line 1 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. Form 990, Part I, Line 5 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. Form 990, Part III, Line 4a 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, OAK GROVE CHRISTIAN RETIREMENT VILLAGE, GOLDEN YEARS HOMESTEAD, GREAT LAKES CHRISTIAN HOMES, AND EDGEWATER PLACE. 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. 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 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 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 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 CHICAGO TRAIL VILLAGE INC 31869 CHICAGO TRAIL NEW CARLISLE IN 46552 310990629 HOUSING IN 501(c)(3) 10 HG 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 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 true false true true false false false false false false false false false true true true true false false false Schedule R, Part IV NAME OF RELATED ORGANIZATION: GREENCROFT MANAGEMENT, INC. DIRECT CONTROLLING ENTITY: GREENCROFT RETIREMENT COMMUNITIES, INC.