2026-05-15T15:24:44+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-07-01 351377430 GREENCROFT MANOR II INC GREE 5745374000 PO BOX 819 GOSHEN IN 46527 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 1419890 false X WWW.GREENCROFT.ORG X 1976 IN GREENCROFT MANOR II PROVIDES AFFORDABLE HUD HOUSING, PROGRAMS, AND SERVICES FOR OLDER ADULTS. 10 10 0 10 0 0 0 1296005 1340865 12422 13548 66984 65339 1375411 1419752 0 0 371562 102284 0 0 728132 1007200 1099694 1109484 275717 310268 3630649 3983758 115929 158770 3514720 3824988 THE MISSION OF GREENCROFT MANOR II 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 THROUGH THE PROGRAMS AND SERVICES ALSO AVAILABLE ON THE SURROUNDING GREENCROFT GOSHEN CAMPUS. false false 868977 1406204 SEE SCHEDULE O 868977 true false false false false false false false true false true false false true 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 false false true true true false false true 0 0 0 false false false false false false false false false false false false X 10 10 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 JULIE HERTZLER CHAIR 1.0 3.0 X X 0 0 0 LAUNA LEFTWICH VICE CHAIR 1.0 3.0 X X 0 0 0 BEN BONTRAGER BOARD MEMBER 1.0 3.0 X 0 0 0 CAROL EBERSOLE BOARD MEMBER 1.0 3.0 X 0 0 0 CHRIS GERIG WAY BOARD MEMBER 1.0 3.0 X 0 0 0 GENE YODER BOARD MEMBER 1.0 3.0 X 0 0 0 JACKSON BECK BOARD MEMBER 1.0 3.0 X 0 0 0 JENNA LIECHTY MARTIN BOARD MEMBER 1.0 3.0 X 0 0 0 JIM CASKEY BOARD MEMBER 1.0 3.0 X 0 0 0 SANFORD KAUFFMAN BOARD MEMBER 1.0 3.0 X 0 0 0 AIMEE RIEMKE ASSISTANT SECRETARY 1.0 44.0 X 0 162518 31415 CALLIE SELNER HARTUNG LEFT 824 ASSISTANT TREASURER 1.0 44.0 X 0 60386 7612 ERIC HERSHBERGER LEFT 425 TREASURER 1.0 44.0 X 0 89803 5564 LINDA O'NEILL PRESIDENT 1.0 39.0 X 0 286917 14689 RYDELL BONTRAGER SECRETARY 1.0 44.0 X 0 160883 43366 0 760507 102646 false true false 0 0 NET RESIDENT REVENUE 623000 1340865 1340865 0 0 0 0 1340865 13686 13686 0 0 138 0 -138 -138 -138 TENANT CHARGES 812900 40673 40673 HOUSEKEEPING INCOME 812900 24090 24090 MISCELLANEOUS INCOME 900099 576 576 0 0 0 0 65339 1419752 1406204 0 13548 X 72814 54611 18203 5096 3822 1274 18639 13979 4660 5735 4301 1434 82734 82734 22 22 8200 8200 114567 83633 30934 0 39701 9528 30173 9153 9153 138500 126034 12466 335 335 82784 82784 30300 30300 FACILITY MAINTENANCE 429000 429000 REPAIR & MAINTENANCE 67701 58223 9478 OTHER 2970 2646 324 DUES & SUBSCRIPTIONS 1233 81 1152 0 0 0 0 1109484 868977 240507 0 375 375 1004285 1314427 6847 51276 0 0 0 0 0 3250 6561679 5947249 619142 614430 0 0 2000000 2000000 3630649 3983758 23867 23553 58977 64187 0 0 33085 71030 115929 158770 X 3514720 3824988 3514720 3824988 3630649 3983758 310268 0 X true X true X true false X 0 0 0 0 0 0 1253810 1268410 1264742 1362989 1406204 6556155 0 0 0 1253810 1268410 1264742 1362989 1406204 6556155 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6556155 14805 11968 12176 13530 13686 66165 0 14805 11968 12176 13530 13686 66165 0 0 0 0 0 0 0 1268615 1280378 1276918 1376519 1419890 6622320 0.99001 0.98254 0.01 0.02 X false true X 130250 130250 5600376 5170247 430129 426210 379771 46439 404843 397231 7612 614430 DUE FROM AFFILIATES - GRC 2000000 2000000 Federal Income Taxes DUE TO AFFILIATES 71030 71030 1419890 138 138 1419752 0 0 1419752 1109622 138 138 1109484 0 0 1109484 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 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. false false false false false false false false false AIMEE RIEMKE ASSISTANT SECRETARY 0 146184 0 15818 0 516 0 7317 0 24098 0 193933 0 0 LINDA O'NEILL 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 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 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 MANOR II, INC. (MANOR II) IS A NON-PROFIT COMMUNITY BENEFIT CORPORATION THAT PROVIDES RETIREMENT HOUSING SERVICES TO 150 RESIDENTS ON A 170-ACRE CAMPUS. MANOR II IS AFFILIATED WITH TWO HUD HOUSING ORGANIZATIONS AND A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) CALLED GREENCROFT GOSHEN (GG). MANOR II'S SERVICES ARE INTEGRATED INTO GG'S SERVICES. MANOR II ALSO PROVIDES INDEPENDENT LIVING HOUSING SERVICES. RESIDENTS OF MANOR II ARE ELIGIBLE FOR ADVANCED SERVICES OFFERED BY GG INCLUDING ASSISTED LIVING, SKILLED NURSING, ADULT DAY PROGRAMS, SENIOR CENTER PROGRAMS, AND HOME CARE SERVICES. MANOR II RESIDENTS PAY A SUBSIDIZED MONTHLY FEE FOR RENT. 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 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 2025. Form 990, Part VI, Line 3 Delegation of management duties THE ORGANIZATION IS UNDER A MANAGEMENT AGREEMENT WITH GREENCROFT RETIREMENT COMMUNITIES INC. (GRC), A RELATED TAX-EXEMPT ORGANIZATION, FOR THE MANAGEMENT OF GREENCROFT MANOR II 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 IX, Line 11g Other Fees OTHER - Total Expense: 114567, Program Service Expense: 83633, Management and General Expenses: 30934, Fundraising Expenses: ; Form 990, Part XII, Line 2c THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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