2024-11-11T06:59:14-06:00 2023-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-01-01 351282401 NATIONAL FELLOWSHIP BRETHREN RETIREMENT NATI 5743726200 337 GRACE VILLAGE DR WINONA LAKE IN 46590 MARK SCHWOB DIRECTOR OF FINANCE 5743726498 2024-11-09 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2024-10-28 2023 2024-10-15 13:58:12Z GRACE VILLAGE RETIREMENT COMMUNITY JUSTIN KIMBRELL 337 GRACE VILLAGE DR WINONA LAKE IN 46590 4057070 0 X GRACEVILLAGE.ORG X 1974 IN GRACE VILLAGE'S MISSION IS TO ENABLE OLDER ADULTS TO LIVE TO THEIR FULLEST POTENTIAL IN THE SECURITY OF A CHRISTIAN COMMUNITY. 11 11 28 111 0 0 34557 67690 1805527 3904123 25615 -2917 4000 6118 1869699 3975014 0 0 0 0 380627 777700 0 0 3062 1518996 2213122 1899623 2990822 -29924 984192 12174845 13463802 9805131 9996227 2369714 3467575 GRACE VILLAGE'S MISSION IS TO ENABLE OLDER ADULTS TO LIVE TO THEIR FULLEST POTENTIAL IN THE SECURITY OF A CHRISTIAN COMMUNITY. GRACE VILLAGE OFFERS INDEPENDENT LIVING OPTIONS THAT INCLUDE MEALS AND NURSING SERVICES WHEN NEEDED. 0 0 2474169 3904123 GRACE VILLAGE OFFERS INDPENDENT LIVING OPTIONS THAT INCLUDE MEALS AND NURSING SERVICES WHEN NEEDED. GRACE VILLAGE ALSO OFFERS THERAPY SERVICES AND IN HOME NON-MEDICAL SERVICES AS NEEDED. 2474169 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 IN X MARK SCHWOB - DIRECTOR OF FINANCE 5743726200 337 GRACE VILLAGE DR WINONA LAKE IN 46590 CHAD HUMMEL VICE CHAIR 0.50 0.50 X X 0 0 0 ADAM LENON SECRETARY & TREASURER 0.50 0.50 X X 0 0 0 GLENN HALL BOARD MEMBER 0.50 0.50 X 0 0 0 CHUCK JOSEY BOARD MEMBER 0.50 0.50 X 0 0 0 DAVID KOONTZ BOARD MEMBER 0.50 0.50 X 0 0 0 DAN LEININGER BOARD MEMBER 0.50 0.50 X 0 0 0 MARK MCCOLLOM BOARD MEMBER 0.50 0.50 X 0 0 0 JENNIFER PIERCE BOARD MEMBER 0.50 0.50 X 0 0 0 DALE ROBBINS BOARD MEMBER 0.50 0.50 X 0 0 0 ROGER WEIDMAN BOARD MEMBER 0.50 0.50 X 0 0 0 MIKE MCKENNIS BOARD MEMBER 0.50 0.50 X 0 0 0 JUSTIN KIMBRELL CEO 12.00 28.00 X 0 206935 22500 SONDREA HAMILTON CFO - PARTIAL TERM 12.00 28.00 X 0 82049 5052 0 288984 27552 0 0 1 0 0 67690 67690 NET PATIENT AND RESIDE 623000 2759229 2759229 DEFERRED LIFE LEASE 623000 844894 844894 RENT INCOME FROM GRACE 623000 300000 300000 3904123 79139 79139 80630 1426 -80630 -1426 -82056 -82056 6118 6118 6118 3975014 3904123 0 3201 X 648922 513101 133906 1915 17059 13489 3520 50 52300 41354 10792 154 59419 46983 12261 175 26858 26858 431754 377418 54099 237 6251 6251 61084 54191 6362 531 486180 437561 48619 86 86 680 680 167066 150359 16707 751265 676139 75126 112748 112748 OTHER EXP 163488 163488 0 DUES & SUBSCRIPTIONS 5662 5662 2990822 2474169 513591 3062 1989569 3514953 1069708 0 3000 0 61978 299529 15413 15413 65190 58842 25811327 17803480 7687951 8007847 1132036 1529327 150000 37891 12174845 13463802 124656 256545 0 6358844 6531169 3312394 3176704 9237 31809 9805131 9996227 X 2364576 3456405 5138 11170 2369714 3467575 12174845 13463802 X 984192 168767 -55098 X X 0 1 X 1 0 X 77706 80937 301122 34557 67690 562012 3303708 3008832 3365601 1805527 3904123 15387791 3381414 3089769 3666723 1840084 3971813 15949803 0 0 0 15949803 21092 8195 19543 21960 79139 149929 21092 8195 19543 21960 79139 149929 4737 192718 5660 4000 6118 213233 3407243 3290682 3691926 1866044 4057070 16312965 0.97770 0.98050 0.00920 0.00590 X 219548 219548 23168312 16542384 6625928 2217144 1261096 956048 206323 206323 8007847 SCHWAB - LIFE LEASE ACCOUNT 69208 C SCHWAB - GENERAL INVESTMENT ACCOUNT 960119 C LCB FREEDOM CD 500000 C 1529327 DEPOSITS 6995 RENT CREDITS 19274 LOAN INSURANCE COSTS -759 DEFERRED COMPENSATION PLAN OBLIGATIONS 6299 31809 X 6033410 168767 1944727 2113494 3919916 55098 55098 3975014 4890445 1899623 1899623 2990822 0 2990822 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THEIR ORGANIZATIONS AND RECOGNIZE A TAX LIABILITY IF THEY HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY GRACE AND NATIONAL FELLOWSHIP AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATIONS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE, GAINS, AND OTHER SUPPORT REPORTED ON 2022 SHORT-YEAR FORM 990 FOR THE PERIOD JULY 1, 2022 TO DECEMBER 31, 2022 INCLUDED IN AUDITED FINANCIAL STATEMENTS 1,944,727. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON INTEREST RATE SWAP 55,098. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES AND LOSSES REPORTED ON 2022 SHORT-YEAR FORM 990 FOR THE PERIOD JULY 1, 2022 TO DECEMBER 31, 2022 INCLUDED IN AUDITED FINANCIAL STATEMENTS 1,899,623. 0 0 0 0 0 0 0 0 0 JUSTIN KIMBRELL CEO 0 206935 0 0 0 0 0 22500 0 0 0 229435 0 0 PART I, LINE 3 GRACE VILLAGE HEALTHCARE FACILITY, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO DETERMINE THE CEO'S COMPENSATION: -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B THE CFO ASSISTS BLUE & CO., LLC IN PREPARATION OF THE 990 BEFORE IT IS FILED. THE CFO REVIEWS THE FORM 990 BEFORE IT IS FILED. BLUE & CO. FILES THE FORM 990 ONCE FINAL APPROVAL IS RECEIVED FROM THE CFO. THE CEO AND FULL BOARD ARE GIVEN A COPY OF THE FORM 990 UPON COMPLETION OF THE PREPARATION AND FILING. FORM 990, PART VI, SECTION B, LINE 12C GRACE VILLAGE TRIES TO AVOID SITUATIONS THAT COULD POTENTIALLY BE SEEN AS CONFLICTS OF INTEREST. IF A CONFLICT IS FOUND, IT IS DEALT WITH ON A CASE BY CASE BASIS, AND THE BOARD OF DIRECTORS MAKES A DECISION AS TO MATERIALITY OF THE CONFLICT, AND WHETHER TO TERMINATE TRANSACTIONS WITH PARTIES THAT HAVE A CONFLICT OF INTEREST. CONFLICTS OF INTEREST ARE MONITORED AND DEALT WITH AT EVERY LEVEL OF THE ORGANIZATION, FROM HOURLY EMPLOYEES, TO SALARIED EMPLOYEES, TO BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S SALARY IS PAID BY A RELATED ORGANIZATION AND IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OF THAT ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 377,418. MANAGEMENT AND GENERAL EXPENSES 54,099. FUNDRAISING EXPENSES 237. TOTAL EXPENSES 431,754. FORM 990, PART XI, LINE 9: GAIN/LOSS ON INTEREST RATE SWAP -55,098. FORM 990, PART XII, LINE 2C THE PROCESS FOR FOR SELECTION OF INDEPENDENT ACCOUNTANT AND OVERSIGHT OF SUCH PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GRACE VILLAGE HEALTHCARE FACILITY INC 337 GRACE VILLAGE DRIVE WINONA LAKE IN 46590 351447417 NURSING HOME/ASSISTED LIVING FACILITY IN 501C3 LINE 10 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0