Hubbard Hill Estates Inc
Nonprofit profile at a glance
- EIN
- 351362157
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024, Form 990-T 2024
- Location
- Elkhart, IN, USA
- Phone
- 5742956260
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Senior Citizens' Housing/Retirement Communities
- Affiliation
- Christianity
Reported finances
- Revenue
- $22,130,639
- Expenses
- $23,013,693
- Assets
- $47,134,800
- Liabilities
- $39,934,499
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
22 people listed
Executive titles in this filing
- Patrick Pingel (Chief Executive Officer)
Highest reported compensation
- Patrick Pingel (Chief Executive Officer): $237,699 total reported compensation
- Adam Allsop (Chief Financial Officer until 3/25): $181,885 total reported compensation
- Terry Schollmeier (Chief Operating Officer until 12/24): $151,896 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To honor the unique life wisdom of each person we serve by providing person centered living options in a Christian holistic environment.Continued on Schedule OOur Vision: 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
What it reported doing in 2024
Hubbard Hill Estates, Inc. (Hubbard Hill Living Wisdom Community) is a nonprofit, faith based continuing care retirement community designed as a full service campus that supports older adults with dignity, compassion, and respect throughout all stages of aging. Guided by a Christ centered mission, Hubbard Hill provides a full continuum of care in a peaceful, supportive environment that offers reassurance to residents and peace of mind to families.The campus includes private independent living homes, licensed assisted living apartments, dedicated memory care assisted living apartments, and a Medicare and Medicaid certified skilled nursing and rehabilitation center. Residents have access to wellness, recreational, social, and spiritual programming that supports whole person well being, including physical, emotional, social, and spiritual needs. A full time chaplain provides ongoing spiritual care and support to residents and families.In addition to senior living and health services, Hubbard Hill operates an on campus infant through pre-kindergarten educational program that emphasizes intergenerational learning and relationship building between children and older adults. Through shared activities, planned interactions, and everyday moments of connection, residents and children benefit from meaningful engagement that fosters mutual respect, joy, and a strong sense of community. These intergenerational experiences enhance residents' quality of life while reflecting Hubbard Hill's commitment to nurturing relationships across generations.Hubbard Hill's assisted living services support residents who need help with activities of daily living, including personal care and medication management, in a safe and supportive environment. Licensed nursing staff are available around the clock to assess and supervise resident needs while living in one of 112 on campus apartments. During the fiscal year ended June 30, 2025, Hubbard Hill provided 35,555 resident days of assisted living services.The campus also includes a 66 bed skilled nursing facility providing both short term rehabilitation and long term care, with 24 hour nursing services and access to therapy, dietary, and medical support services. During the fiscal year ended June 30, 2025, Hubbard Hill provided 22,215 skilled nursing resident days, including Medicare, Medicaid, and private pay services.A dedicated memory care assisted living neighborhood offers specialized support for individuals living with dementia in a secure, nurturing environment designed to promote comfort, familiarity, and engagement. During the fiscal year ended June 30, 2025, Hubbard Hill provided 12,453 resident days of memory care assisted living services.Across its full continuum of care and intergenerational programs, Hubbard Hill remains committed to honoring each individual's inherent worth, fostering community, and serving residents and families with compassion, faith, and integrity.
Operating model
- Revenue model
- Earned-program. 94% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 78
- Transparency & Controls: 79
- Accountability: 100
- Sustainability: 35
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.9%; rating input score 86
- Program expense ratio: 82.9%; rating input score 83
- Fundraising efficiency: $6.1 raised per $1 spent on fundraising; rating input score 25; 25th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -4%; rating input score 19; 19th percentile among comparable filings
- Total-asset coverage ratio: 2.05; rating input score 62; 62nd percentile among comparable filings
- Liabilities to assets ratio: 0.85; rating input score 12; 12th percentile among comparable filings
- Officer compensation ratio: 4.5%; rating input score 55; 55th percentile among comparable filings
Growth
- Program expense growth: 6.6% per year; rating input score 100; 53rd percentile among comparable filings
- Revenue growth: 5% per year; rating input score 100; 43rd percentile among comparable filings
- Asset growth: 6.5% per year; rating input score 100; 45th percentile among comparable filings
Details
- Where the money goes: 85.9% of revenue deployed · 82.9% of spending went to programs
- Governance: 13 of 13 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $19.1M in reported program spending
- Leadership: top reported pay $238K · 22 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 3 contractors listed · $997K reported
- Consistency: 34 of 34 current checks pass
- Schedules: 8 filed schedules · includes major donors and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 25/100.
- High — Sustainability: Operating margin scored 19/100.
- High — Sustainability: Liabilities to assets ratio scored 12/100.
- Review — Sustainability: Officer compensation ratio scored 55/100.