2026-02-25T06:21:51-06:00 2025-06-30 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2024-07-01 351362157 Hubbard Hill Estates Inc HUBB 5742956260 28070 CR 24 W Elkhart IN 46517 Michael Cummins Chief Financial Officer 5742956260 2026-02-23 1 1 Ariel Garcia P02244437 3126343400 2026-02-23 2024 2025-03-06 01:10:19Z Patrick Pingel 28070 CR 24 W Elkhart IN 46517 22665461 0 X www.hubbardhill.org X 1975 IN To provide a continuum of living opportunities and services for older adults in a Christian holistic environment. 13 13 374 10 58087 0 624933 733445 18762390 20717138 262588 409619 221330 270437 19871241 22130639 500 0 0 0 12623821 15023938 96000 0 120285 8799509 7989755 21519830 23013693 -1648589 -883054 48928607 47134800 41526146 39934499 7402461 7200301 X To provide a continuum of living opportunities and services for older adults in a Christian holistic environment.Continued on Schedule OVision:To create a nationally recognized model of innovative, faith-based, holistic care.Our Values:Honor: Esteem, value, and respect everyoneResident Advocacy: Always advocate for the resident firstWellness: Address all basic human needs-spiritual, physical, and psychosocialBeauty: Foster aesthetic beauty in all environmentsAccountability: Lead people to make mission-driven choicesMission-Driven Stewardship: Use our human and financial resources to promote the mission 0 0 19082339 0 20717138 Hubbard Hill Estates, Inc. (Hubbard Hill living wisdom community) is a full-service retirement community designed as a continuing care campus. Hubbard Hill provides residents with a variety of living arrangements: private independent living houses, skilled Medicare/Medicaid certified health center, licensed assisted living apartments, and dedicated memory care assisted living apartments. A full-time wellness/activities director and staff provide a full range of recreational and wellness programs. Social Workers provide for social service's needs. Physical, speech, and occupational therapies are available in the healthcare center's fully equipped therapy center for inpatient and outpatient therapy services. Residents have on site access to a beauty salon, massage therapy and reflexology therapy. A full-time chaplain is also on staff. Hubbard Hill has a total of 305 individual living units within the continuum of care accommodations. There are 87 individual independent living dwellings that offer maintenance free living and provide optional access to all services provided by Hubbard Hill including meals. The routine maintenance fee includes lawn care, snow removal, trash collection, and city water. The licensed residential living has 112 apartments designed for residents requiring some assistance with activities of daily living. Hubbard Hill provides assistance such as dressing, bathing, medication management, and other limited nursing services to residents who need assistance. Monthly services available include three meals per day from a selective menu, housekeeping services, maintenance services, bed and bath linen services, and personal laundry services. Washers and dryers are available in each hall for residents desiring to do their own personal laundry. Additional assisted living services are available for an additional fee. Utilities, internet access, phones with local call access and transportation to local appointments are also provided. A licensed nurse is on duty 24 hours a day assessment, evaluation, and supervision of residents' needs. An RN serves as director of nursing to provide oversight throughout the week, along with a licensed administrator. Hubbard Hill provided 35,555 resident days of service toward assisted living care during the fiscal year ended June 30, 2025. Hubbard Hill also operates a 66-bed skilled nursing facility that provides dedicated rehabilitation and long-term care. All healthcare rooms are certified for Medicare services. Nursing care is provided 24 hours per day. The administrator and director of nursing head a staff that includes registered nurses, licensed practical nurses & certified nursing assistants. Several consultants, including a dietitian, pharmacists, psychiatrist, physicians, and therapists are also on staff. Hubbard Hill provided 22,215 resident days for healthcare including 5,549 Medicare days, 5,322 Medicaid days, and 11,344 private pay days during the fiscal year ended June 30, 2025. A 36-bed memory care facility provides first in class care for individuals suffering from dementia. Residents have freedom to visit with neighbors, relax on their front patios, and interact with nature in safely designed backyards. Residents can participate in natural rhythms of daily life in a comfortable, nurturing environment. Hubbard Hill provided 12,453 resident days of service toward memory care assisted living during the fiscal year ended June 30, 2025. 19082339 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 21 0 1 374 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 1 1 1 0 1 0 1 1 1 1 1 1 1 1 0 IN X Michael Cummins CFO 5742956260 28070 CR 24 W Elkhart IN 46517 X Greg Conrad Chairperson 1.00 0.00 X X 0 0 0 Dave Dekker Vice Chairperson 1.00 0.00 X X 0 0 0 Bruce Korenstra Treasurer 1.00 0.00 X X 0 0 0 Deb Gillum Secretary 1.00 0.00 X X 0 0 0 Dan Bridges Volunteer Board Member 1.00 0.00 X 0 0 0 Ron Clark Volunteer Board Member 1.00 0.00 X 0 0 0 Jim Dubois Volunteer Board Member 1.00 0.00 X 0 0 0 Dr Steven Cramer Volunteer Board Member 1.00 0.00 X 0 0 0 Ken Fervida Volunteer Board Member 1.00 0.00 X 0 0 0 Ronda Powell Volunteer Board Member 1.00 0.00 X 0 0 0 Erica Prough Volunteer Board Member 1.00 0.00 X 0 0 0 Rev Jason Rohde Volunteer Board Member 1.00 0.00 X 0 0 0 Dr Doyle Yeager Volunteer Board Member 1.00 0.00 X 0 0 0 Patrick Pingel Chief Executive Officer 40.00 0.00 X 201816 0 35883 Michael Cummins Chief Financial Officer as of 3/24/25 40.00 0.00 X 0 0 0 Adam Allsop Chief Financial Officer until 3/25 40.00 0.00 X 173261 0 8624 Anne Krouse Chief Operating Officer 40.00 0.00 X 0 0 0 Terry Schollmeier Chief Operating Officer until 12/24 40.00 0.00 X 145255 0 6641 Dena Benham Director of Resident Experience 40.00 0.00 X 102307 0 4639 Jon Dezel Dwin Tan Nurse 40.00 0.00 X 103671 0 10684 Michelle Craven Director HR & ELC 40.00 0.00 X 105716 0 10118 Ruchit Patel Nurse 75.00 0.00 X 109567 0 21309 941593 0 97898 7 0 1 0 Healthwin Specialized Care 20531 Darden Road South Bend IN 46637 Therapy 732859 On Call Healthcare Staffing LLC 1721 S Vernon South Bend IN 46613 Staffing 140459 Ivory Rose Catering & Floral 10678 Dunn Road Osceola IN 46561 Catering 123402 3 90881 642564 22630 733445 Resident Services 623000 20717138 20717138 20717138 246098 246098 76680 0 76680 76680 76680 690232 526711 163521 163521 163521 3374 90881 8111 -4737 -4737 Employee Meals 900099 113333 58087 55246 Beauty Shop 900099 67361 67361 Entrance Fees 900099 17800 17800 198494 22130639 20717138 58087 621969 509567 432615 75135 1817 11969152 10162083 1761176 45893 8587 8587 1632807 1326642 306165 903825 766898 136927 13571 13571 96898 96898 1820 1820 32710 32710 1324449 979969 271905 72575 68999 65746 3253 2071285 1933703 137582 262835 115232 147603 1058244 373166 685078 952916 951037 1879 1571149 1557972 13177 316388 292399 23989 Dues & Subscriptions 62198 28166 34032 156293 88124 68169 23013693 19082339 3811069 120285 1167073 1359588 292 0 1425745 311831 4399308 3638454 178937 215589 56821456 25910603 31705183 30910853 9120714 9702511 140000 140000 791355 855974 48928607 47134800 1828700 2062046 11884638 11919564 4186 1839 21835599 21328824 5973023 4622226 41526146 39934499 X 6837964 6635803 564497 564498 7402461 7200301 48928607 47134800 -883054 680894 0 X 0 1 X 1 0 X 2108649 4525220 4013366 624933 733445 12005613 13762337 14118056 16928838 18762390 20717138 84288759 15870986 18643276 20942204 19387323 21450583 96294372 105000 125000 102255 0 1120 333375 0 105000 125000 102255 0 1120 333375 95960997 163291 264281 221010 295234 322778 1266594 163291 264281 221010 295234 322778 1266594 22584 22584 209599 136238 138486 138828 140407 763558 16243876 19043795 21301700 19843969 21913768 98347108 0.97570 0.97540 0.01290 0.01160 X Schedule A, Part III, Line 12, Explanation of Other Income: Beauty Shop - 2020 Amount: $ 56,643. 2021 Amount: $ 66,169. 2022 Amount: $ 59,883. 2023 Amount: $ 66,608. 2024 Amount: $ 67,361. Employee Meals - 2020 Amount: $ 84,061. 2021 Amount: $ 55,340. 2022 Amount: $ 65,795. 2023 Amount: $ 55,420. 2024 Amount: $ 55,246. Entrance Fees - 2020 Amount: $ 21,121. 2021 Amount: $ 14,729. 2022 Amount: $ 12,808. 2023 Amount: $ 16,800. 2024 Amount: $ 17,800. Miscellaneous Revenue - 2020 Amount: $ 47,774. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1820 1820 0 Part II-B, Line 1: Our annual dues to the organization LeadingAge of $ 14,000.00 includes 13% earmarked for lobbying efforts on behalf of its members. 0 1 X 5000 5000 5000 5000 5000 5000 5000 5000 5000 5000 0.00000 1.00000 0.00000 1 0 548733 548733 50876064 23513872 27362192 2381163 1269620 1111543 2979334 1127111 1852223 36162 36162 30910853 Security Deposits 257840 ELC Construction Loan 4364386 4622226 X Part IV, Line 2b: Residents are allowed to deposit money into a trust where funds are deposited into a separate account at Hubbard Hill Estates' bank; interest earned on the balance of the funds is allocated to residents meeting minimum balances over the course of the year. Residents may request these funds at any time for their personal use. Part V, Line 4: Funds are being held by Elkhart County Community Foundation and shall be used for support of the charitable or educational purposes of Hubbard Hill Estates, Inc. Part X, Line 2: Hubbard Hill Estates, Inc. is a nonprofit organization as described in Section 501(c)(3) of the Internal Revenue Code (the Code) and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code and corresponding state tax provisions. The Company is a single-member limited liability company, and all income is included in the income of the individual member (Estates). Accordingly, no provision has been made for federal or state income taxes. U.S. GAAP requires that a tax position is recognized as a benefit only if it is more likely than not that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50 percent likely of being realized on examination. For tax positions not meeting the more likely than not test, no tax benefit is recorded. The Organization's Form 990 has not been subject to examination by the Internal Revenue Service or the state of Indiana for the last three years and does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at June 30, 2025 or 2024. X X X X X 1 Jodi Spataro 57027 Wedgefield Court Elkhart IN 46516 Maintains donor relationships, marketing, etc. 0 100000 72575 27425 100000 72575 27425 IN Trivia Night 94255 90881 3374 0 0 0 5578 499 2034 94255 90881 3374 5578 499 2034 8111 -4737 X X X 1 0 0 0 0 0 0 1 0 Patrick Pingel Chief Executive Officer 179334 0 22482 0 0 0 4946 0 30937 0 237699 0 0 0 Adam Allsop Chief Financial Officer until 3/25 160130 0 13131 0 0 0 3940 0 4684 0 181885 0 0 0 Terry Schollmeier Chief Operating Officer until 12/24 92231 0 11424 0 41600 0 2653 0 3988 0 151896 0 0 0 Part I, Line 4a Terry Schollmeier (Chief Operating Officer) left Hubbard Hill Estates, Inc. on 12/14/24 and received a severance payment of $41,600. Part I, Line 7 The following employees received bonuses in 2024, all of which were non-fixed. Adam Allsop $13,131 Patrick Pingel $22,482 Terry Schollmeier $11,424 Form 990, Part VI, Section A, line 7b At least two thirds of the Directors of the Corporation shall be selected from members of the Missionary Church, a related entity, and shall at all times be limited to individuals who have the prior approval of the Conference of the Missionary Church, North Central District, Inc. Form 990, Part VI, Section B, line 10b The organization follows the written policies and procedures of the Missionary Church, a related entity, governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with their exempt purpose. Form 990, Part VI, Section B, line 11b The Finance Committee is delegated the responsibility to review all audits and tax returns. After the review is done and approved, it is presented to the board of directors at the next meeting stating it was approved for filing. Form 990, Part VI, Section B, line 12c The organization requires all officers and directors of the board as well as key employees and other interested persons to annually review the conflict-of-interest policy and to document in writing any potential conflicts. A detailed questionnaire is also completed by each board member. Executive and financial management review the questionnaires for any potential conflicts. If a conflict does exist, that person must notify the board and/or excuse himself or herself from the board meeting prior to discussion on the conflicting topic. That person will not be permitted to vote on any decisions regarding the conflicting issue. Form 990, Part VI, Section B, line 15 The CEO's compensation is reviewed annually by the evaluation committee, which is made-up of individuals from the governing board. This committee compares current compensation to compensation data for similar continuing care retirement community (CCRC) institutions. The committee looks at similar size and revenue, national, regional and state data from multiple sources, and other trends to ensure that compensation is aligned with similar organizations. Once the evaluation committee conducts a performance review and considers comparable compensation data, a compensation package which includes base rate is submitted to the full board for approval and any bonus compensation is reviewed by the Finance Committee with final approval by the full board. This review process was last completed during fiscal year 2024 and was documented in the board meeting minutes. The COO's and CFO's compensation is determined by the CEO through an annual review process that encompasses compensation data for similar continuing care retirement community institutions. It considers comparable compensation data and also takes into consideration performance. Form 990, Part VI, Section C, line 19 A copy of the governing documents, conflict of interest policy and financial statements are available upon request for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part VII, Section A, Line 1a: Dan Bridges, Chairperson, devoted approximately 40 hours per week during the year to North Central District Missionary Church, a related tax-exempt organization. Hubbard Hill Healthcare LLC 28070 County Road 24 West Elkhart IN 46517 272280732 Real Estate IN 1668263 19656067 Hubbard Hill Estates Inc Early Learning Center at Hubbard Hill LLC 2245 County Road 24 Elkhart IN 46517 871579349 Education IN 1382494 319122 Hubbard Hill Estates Inc North Central District Missionary Church 3301 Benham Avenue Elkhart IN 46517 350911946 Religious IN 501(c)(3) Line 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0