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Nonprofiteer
← GREENCROFT GOSHEN INC

Form 990 for tax year 2022

Filed by GREENCROFT GOSHEN INC.

Totals

Total revenue
$40,960,400
Total expenses
$38,057,053
Contributions and grants received
$1,759
Grants paid
$0
Program service revenue
$39,409,215
Investment income
$1,165,193
Other revenue
$384,233
Total assets, end of year
$110,329,924
Total liabilities, end of year
$80,965,554
Net assets or fund balances, end of year
$29,364,370
Program services expenses (Part IX)
$32,928,448
Management and general expenses
$5,128,605
Fundraising expenses
$0
Program service expenses (Part III)
$32,928,448

Program services were 86.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,759

  • 2a · Program service revenue: RESIDENT SERVICES

    total $33,657,960 · related or exempt $33,657,960

  • 2b · Program service revenue: AFFILIATE SUPPORT

    total $903,411 · related or exempt $903,411

  • 2c · Program service revenue: DIETARY SERVICES

    total $409,413 · related or exempt $409,413

  • 2d · Program service revenue: RENT FROM AFFILIATES

    total $45,600 · related or exempt $45,600

  • 2e · Program service revenue: MANAGEMENT FEES

    total $4,392,831 · related or exempt $4,392,831

  • 3 · Investment income

    total $1,395,897 · excluded $1,395,897

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $86,123

  • 6b · Less rental expenses

    real property $54,333

  • 6c · Rental income or loss

    real property $31,790 · personal property $0

  • 6d · Net rental income or loss

    total $31,790 · excluded $31,790

  • 7a · Gross sales of assets other than inventory

    securities $4,975,230

  • 7b · Less cost or other basis and sales expenses

    securities $5,200,820 · other assets $5,114

  • 7c · Gain or loss

    securities -$225,590 · other assets -$5,114

  • 7d · Net gain or loss

    total -$230,704 · excluded -$230,704

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: INCOME FROM SAMARITAN ALLIANCE

    total $109,592 · related or exempt $109,592

  • 11b · Other revenue: COMPANION INCOME

    total $197,129 · related or exempt $197,129

  • 11c · Other revenue: HOUSEKEEPING

    total $45,722 · related or exempt $45,722

  • 11e · Other revenue, total

    $352,443

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $11,104,315 · program services $9,700,327 · management and general $1,403,988

  • 8 · Pension plan contributions

    total $394,669 · program services $344,769 · management and general $49,900

  • 9 · Other employee benefits

    total $916,066 · program services $800,242 · management and general $115,824

  • 10 · Payroll taxes

    total $2,089,834 · program services $1,825,603 · management and general $264,231

  • 11a · Fees: management

    total $1,975,919 · management and general $1,975,919

  • 11b · Fees: legal

    total $21,759 · management and general $21,759

  • 11c · Fees: accounting

    total $46,023 · management and general $46,023

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $8,389,968 · program services $7,510,748 · management and general $879,220

  • 12 · Advertising and promotion

    total $38,474 · program services $30,780 · management and general $7,694

  • 13 · Office expenses

    total $1,181,061 · program services $1,086,577 · management and general $94,484

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $1,651,207 · program services $1,651,207

  • 17 · Travel

    total $39,212 · program services $29,801 · management and general $9,411

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $3,805,002 · program services $3,805,002

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $3,328,966 · program services $3,328,966

  • 23 · Insurance

    total $221,627 · management and general $221,627 · fundraising $0

  • 24a · Other expenses: DIETARY EXPENSE

    total $1,694,687 · program services $1,694,687

  • 24b · Other expenses: MEDICAL SUPPLIES EXPENSE

    total $599,138 · program services $599,138

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $481,557 · program services $443,032 · management and general $38,525

  • 24d · Other expenses: BAD DEBTS

    total $77,569 · program services $77,569

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,035 · end of year $2,780

  • 2 · Savings and temporary cash investments

    beginning of year $9,620,229 · end of year $11,425,824

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $1,238,103 · end of year $1,231,017

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $108,859 · end of year $111,899

  • 9 · Prepaid expenses and deferred charges

    beginning of year $54,062 · end of year $69,734

  • 10a · Land, buildings and equipment: cost or other basis

    $114,428,240

  • 10b · Land, buildings and equipment: accumulated depreciation

    $65,457,178

  • 10c · Land, buildings and equipment, net

    beginning of year $49,307,156 · end of year $48,971,062

  • 11 · Investments: publicly traded securities

    beginning of year $23,867,175 · end of year $25,365,924

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $81,589 · end of year $40,010

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $21,810,697 · end of year $23,111,674

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,445,341 · end of year $2,181,335

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $9,948,030 · end of year $10,897,824

  • 20 · Tax-exempt bond liabilities

    beginning of year $49,145,967 · end of year $48,516,986

  • 21 · Escrow or custodial account liability

    beginning of year $582,729 · end of year $147,211

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $19,976,736 · end of year $19,222,198

  • 27 · Net assets without donor restrictions

    beginning of year $19,198,392 · end of year $23,394,280

  • 28 · Net assets with donor restrictions

    beginning of year $5,793,710 · end of year $5,970,090

Mission and programs · 2022

Mission

GREENCROFT GOSHEN 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.

Activities or mission (Part I)

SEE SCHEDULE O

  • RESIDENT & NURSING SERVICES - GREENCROFT GOSHEN (GG) IS A NON-PROFIT COMMUNITY BENEFIT CORPORATION THAT PROVIDES CONTINUING CARE RETIREMENT COMMUNITY (CCRC) SERVICES TO OVER 800 RESIDENTS ON A 173-ACRE CAMPUS. GG PROVIDES CCRC SERVICES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING, ADULT DAY PROGRAMS, SENIOR CENTER PROGRAMS, AND HOME CARE SERVICES. EVERGREEN PLACE PROVIDES GG RESIDENTS WITH A VITAL OPTION IN THE CONTINUUM OF CARE IF AND WHEN THEY SHOULD NEED ASSISTANCE SERVICES. ASSISTED LIVING VACANCIES NOT FILLED BY GG ARE AVAILABLE TO OLDER ADULTS IN THE WIDER COMMUNITY. WE PARTNER WITH RESIDENTS, THEIR FAMILIES, AND OTHERS TO CREATE A COMMUNITY WHERE OLDER ADULTS ENJOY LIFE. SUCH PARTNERSHIP IS ESSENTIAL TO APPROPRIATELY MEET THE NEEDS OF A RAPIDLY GROWING OLDER ADULT POPULATION. RESIDENTS WHO DO NOT MISUSE LIFE. SUCH PARTNERSHIP IS ESSENTIAL TO APPROPRIATELY MEET THE NEEDS OF A RAPIDLY GROWING OLDER ADULT POPULATION. RESIDENTS WHO DO NOT MISUSE THEIR ASSETS ARE ELIGIBLE FOR SUPPORT FROM THE GREENCROFT COMMUNITY FOUNDATION IF THEIR ASSETS RUN OUT. GG IS IN AN ACTIVE PARTNERSHIP WITH GOSHEN COLLEGE TO PROVIDE LIFELONG LEARNING OPPORTUNITIES TO THE PEOPLE OVER THE AGE OF 55 IN ELKHART COUNTY. ADDITIONALLY, GG PROVIDES NUMEROUS PROGRAMS AND ACTIVITIES FOR SENIORS ON AND OFF OUR CAMPUS. GG IS AFFILIATED WITH THREE HUD HOUSING ORGANIZATIONS ON ITS CAMPUS THAT ARE INTEGRATED INTO GG'S SERVICES. THESE ORGANIZATIONS SERVE UP TO 330 RESIDENTS. GREENCROFT GOSHEN'S HEALTH FACILITIES PROVIDE STATE-OF-THE-ART HEALTH CARE TECHNIQUES AND TECHNOLOGY IN AN INVITING AND SUPPORTIVE RESIDENTIAL ENVIRONMENT. OUR SETTING IS APPROPRIATE FOR INDIVIDUALS WHO ARE RECOVERING FROM SURGERY OR ILLNESS, NEED REHABILITATION, OR REQUIRE ONGOING LONG-TERM NURSING CARE. OUR RESTORATIVE CARE PHILOSOPHY REINFORCES THE HEALING AND REHABILITATION PROCESS AND PROMOTES INDEPENDENCE. A FULL RANGE OF ACTIVITIES, CHAPLAINCY, AND SOCIAL SERVICES ARE PROVIDED. WE PROVIDE OUTPATIENT PHYSICAL, OCCUPATIONAL, AND SPEECH/LANGUAGE THERAPIES FOR ALL AGES. WE EMPHASIZE EDUCATION AND COMMUNICATION WITH YOU, YOUR FAMILY, AND REFERRING PHYSICIANS. RESIDENTS WHO DO NOT MISUSE THEIR ASSETS MAY BE ELIGIBLE FOR SUPPORT FROM GREENCROFT COMMUNITIES FOUNDATION IF THEIR EMPHASIZE EDUCATION AND COMMUNICATION WITH YOU, YOUR FAMILY, AND REFERRING PHYSICIANS. RESIDENTS WHO DO NOT MISUSE THEIR ASSETS MAY BE ELIGIBLE FOR SUPPORT FROM GREENCROFT COMMUNITIES FOUNDATION IF THEIR ASSETS RUN OUT. DURING THE YEAR ENDED JUNE 30, 2023, OVER 9% OF TOTAL REVENUES WERE USED TO PROVIDE COMMUNITY BENEFITS, WHICH INCLUDES THE FOLLOWING AMOUNTS: INDIGENT CARE/CHARITY CARE - $2,667,058.

    Expenses $29,765,147 · Revenue $38,403,234

  • DIETARY AND OTHER SERVICES - THE ORGANIZATION PROVIDES DIETARY AND OTHER MISCELLANEOUS PROGRAM SERVICES TO ITS RESIDENTS.

    Expenses $1,694,687 · Revenue $409,413

  • AFFILIATE SUPPORT - THE ORGANIZATION PROVIDES MAINTENANCE, TELEPHONE, HOUSEKEEPING, RENTAL, AND DIETARY SERVICES TO VARIOUS AFFILIATED ORGANIZATIONS.

    Expenses $1,468,614 · Revenue $949,011

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Scott Martin

    TREASURER

    Total calculated
    $211,726
    From this org
    $0
    From related orgs
    $169,330
    Other
    $42,396
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,710 related
    Bonus
    $0 + $11,224 related
    Other
    $0 + $396 related
    Deferred
    $0 + $10,786 related
    Nontaxable benefits
    $0 + $31,610 related
    Filer's total
    $0 + $211,726 related

  • Rydell Bontrager

    SECRETARY

    Total calculated
    $202,492
    From this org
    $0
    From related orgs
    $144,621
    Other
    $57,871
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $136,203 related
    Bonus
    $0 + $8,280 related
    Other
    $0 + $138 related
    Deferred
    $0 + $14,729 related
    Nontaxable benefits
    $0 + $43,142 related
    Filer's total
    $0 + $202,492 related

  • Aimee Riemke

    ASSISTANT SECRETARY

    Total calculated
    $191,689
    From this org
    $0
    From related orgs
    $136,740
    Other
    $54,949
    Hours/week
    0.4 + 44.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $125,626 related
    Bonus
    $0 + $10,976 related
    Other
    $0 + $138 related
    Deferred
    $0 + $20,242 related
    Nontaxable benefits
    $0 + $34,707 related
    Filer's total
    $0 + $191,689 related

  • Linda O'Neill Start 1022

    PRESIDENT

    Total calculated
    $163,069
    From this org
    $0
    From related orgs
    $119,880
    Other
    $43,189
    Hours/week
    34.9 + 5.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $119,731 related
    Bonus
    $0
    Other
    $0 + $149 related
    Deferred
    $0 + $29,355 related
    Nontaxable benefits
    $0 + $13,834 related
    Filer's total
    $0 + $163,069 related

  • Brent Nafziger Left 722

    PRESIDENT

    Total calculated
    $96,134
    From this org
    $0
    From related orgs
    $91,379
    Other
    $4,755
    Hours/week
    34.9 + 5.1 related

  • Eric Hershberger Start 1022

    ASSISTANT TREASURER

    Total calculated
    $80,916
    From this org
    $0
    From related orgs
    $80,215
    Other
    $701
    Hours/week
    1 + 44 related

  • Dale Shenk Left 1022

    ASSISTANT TREASURER

    Total calculated
    $43,784
    From this org
    $0
    From related orgs
    $43,784
    Other
    $0
    Hours/week
    0.3 + 11.7 related

  • Jackson Beck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Ben Bontrager

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Jim Caskey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Carol Ebersole

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Julie Hertzler

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Launa Leftwich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Sue Neeb

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Gene Yoder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 AND COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GREENCROFT MANAGEMENT INC

    C CORP · MANAGEMENT · IN · 0% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202401369349304500

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