ACTS RETIREMENT SERVICES INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ACTS RETIREMENT SERVICES INC (EIN 90-0626767)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349312654
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:27:01-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900626767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTS RETIREMENT SERVICES INC GRP EXEMP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACTS | BusinessNameControlTxt |
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN AHERN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2156618330 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | AHERN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERALD T GRANT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,591,381 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (1) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Group Exemption | 5614 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACTSRETIREMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | ACTS RETIREMENT SERVICES' PURPOSE IS TO SERVE OLDER ADULTS SIXTY-TWO YEARS OF AGE AND OLDER, PROVIDING RETIREMENT-LIFE SERVICES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING CARE AND COMPLEMENTARY SERVICES; RESPONSIVE TO RESIDENT NEEDS IN A CHRISTIAN MANNER WITHOUT PREJUDICE OR PREFERENCE TO ANY FAITH, IN AN EXPRESSION OF LOVING KINDNESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 897 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $986,576 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,145 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,707,862 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,440,183 | CYProgramServiceRevenueAmt |
| PY Investment Income | $264,449 | PYInvestmentIncomeAmt |
| CY Investment Income | $317,397 | CYInvestmentIncomeAmt |
| PY Other Revenue | $291,904 | PYOtherRevenueAmt |
| CY Other Revenue | $196,012 | CYOtherRevenueAmt |
| PY Total Revenue | $61,250,791 | PYTotalRevenueAmt |
| CY Total Revenue | $61,999,737 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $450 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,277,002 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $53,635,310 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $775,263 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,346,008 | PYOtherExpensesAmt |
| CY Other Expenses | $7,306,089 | CYOtherExpensesAmt |
| PY Total Expenses | $65,623,460 | PYTotalExpensesAmt |
| CY Total Expenses | $60,941,399 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,372,669 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,058,338 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,524,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,774,543 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,713,954 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,067,842 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,810,882 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,706,701 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACTS RETIREMENT SERVICES, INC. IS COMMITTED TO PROVIDING SECURITY AND PEACE OF MIND TO SENIORS BY BEING THE PRE-EMINENT PROVIDER OF RETIREMENT-LIFE SERVICES, RESPONSIVE TO INDIVIDUAL, SOCIAL, PERSONAL, HEALTH AND SPIRITUAL NEEDS IN A CHRISTIAN ATMOSPHERE GRACED WITH LOVING-KINDNESS, DIGNITY, SENSITIVITY, HONESTY, AND RESPECT WITHOUT PREJUDICE OR PREFERENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $49,966,838 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $61,440,183 | RevenueAmt |
| Desc | ACTS SIGNATURE COMMUNITY SERVICES, INC. (ASCS) PROVIDES SERVICES, SUCH AS HOSPICE, HOME HEALTH, AND PRIMARY CARE SERVICES, TO RESIDENTS LIVING IN CONTINUING CARE RETIREMENT COMMUNITIES THAT ARE RUN BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. AND TO OTHER INDIVIDUALS WITHIN THE SURROUNDING COMMUNITY AND CONDUCTS OTHER ACTIVITIES AND STUDIES THAT AFFECT SENIORS.ACTS MANAGEMENT SERVICES, INC. (AMS) PROVIDES CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES FOR ALL OF THE ACTS ENTITIES. | Desc |
| Total Program Service Expenses | $49,966,838 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 897 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN AHERN TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANNLOUISE DEVENNEY | ||||||||
| DIRECTOR, ASCS | 0.10 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL W LAWSON II | ||||||||
| DIRECTOR, AMS | 0.10 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DILIP A KULATHUM | ||||||||
| DIRECTOR, AMS & ASCS | 1.00 | 5.60 | Yes (X) | $0 | $0 | $0 | ||
| GERALD T GRANT | ||||||||
| CEO & CHAIRMAN (ASCS) | 16.00 | 37.10 | Yes (X) | $772,070 | $0 | $473,415 | Yes (X) | |
| JOHN L ESTERHAI JR MD | ||||||||
| CHAIRMAN, AMS, DIRECTOR, ASCS | 0.20 | 4.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KAREN I CHRISTIANSEN | ||||||||
| PRESIDENT & ASSISTANT SECRETARY | 15.50 | 36.60 | Yes (X) | $577,532 | $0 | $203,950 | Yes (X) | |
| MARVIN MASHNER | ||||||||
| DIRECTOR, AMS | 0.10 | 4.55 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT B EVANS | ||||||||
| DIRECTOR, ASCS | 0.50 | 5.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A DUNN III | ||||||||
| DIRECTOR, AMS | 0.20 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES W COXSON III | ||||||||
| EXEC VP & COO | 15.00 | 30.00 | $451,589 | $0 | $355,005 | Yes (X) | ||
| CHRISTOPHER J HARTMAN SR | ||||||||
| VP, IT OPERATIONS | 15.00 | 30.00 | $212,139 | $0 | $19,265 | Yes (X) | ||
| DEIRDRE GROENEN | ||||||||
| SVP, CHIEF HUMAN RESOURCES OFFICER | 15.00 | 30.00 | $282,871 | $0 | $17,987 | Yes (X) | ||
| GARY J N GINTER | ||||||||
| SVP PROCUREMENT & CONTRACT MGMT. | 12.00 | 33.00 | $283,306 | $0 | $25,462 | Yes (X) | ||
| GEORGE R BRYAN | ||||||||
| VP, SOUTHEAST REGION | 15.00 | 31.00 | $289,608 | $0 | $30,262 | Yes (X) | ||
| GLENN D FOX | ||||||||
| EVP LEGAL, COMP, RISK & SEC'Y | 6.00 | 42.10 | $423,640 | $0 | $320,305 | Yes (X) | ||
| HOLLY S SCHADE | ||||||||
| SVP, CHIEF CLINICAL OFFICER | 45.00 | 0.00 | $359,454 | $0 | $19,144 | Yes (X) | ||
| IAIN W CRICHTON | ||||||||
| VP MISSION SUPP/SPIRITUAL LIFE | 15.00 | 30.00 | $213,279 | $0 | $22,175 | Yes (X) | ||
| JAMES H PETTY | ||||||||
| SVP STRATEGY & MISSION DEV. | 15.00 | 30.00 | $317,984 | $0 | $30,619 | Yes (X) | ||
| JEFFERSON D KAIGHN | ||||||||
| EVP & CAO | 15.00 | 30.00 | $408,538 | $0 | $205,922 | Yes (X) | ||
| JEREMY O NEELY | ||||||||
| VP, NORTHEAST REGION | 15.00 | 30.00 | $286,709 | $0 | $23,373 | Yes (X) | ||
| JONATHAN D GRANT | ||||||||
| SVP, COMMUNITY OPERATIONS | 15.00 | 33.10 | $348,130 | $0 | $21,131 | Yes (X) | ||
| KENNETH J KARMERIS | ||||||||
| SVP REAL ESTATE AND DEVEL. SVCS. | 20.00 | 25.00 | $316,411 | $0 | $26,853 | Yes (X) | ||
| LORI M WOODWARD | ||||||||
| SVP, CHIEF MARKETING OFFICER | 20.00 | 25.00 | $342,916 | $0 | $19,090 | Yes (X) | ||
| MEGAN LONGLEY | ||||||||
| VP SALES | 15.00 | 30.00 | $268,698 | $0 | $17,986 | Yes (X) | ||
| PATRICK M PLUMADORE | ||||||||
| VP, HOSPITALITY & RESTAUR. SVC. | 15.00 | 30.00 | $275,596 | $0 | $11,664 | Yes (X) | ||
| PAUL M REINBOLD MDCMD | ||||||||
| VP & CHIEF MEDICAL DIRECTOR | 15.00 | 30.00 | $319,723 | $0 | $21,281 | Yes (X) | ||
| PETER J KRESS | ||||||||
| SVP & CIO | 15.00 | 30.00 | $309,109 | $0 | $28,008 | Yes (X) | ||
| RICHARD A WINTER | ||||||||
| SVP, CFO, TREASURER (RET. 6/21) | 11.00 | 37.10 | $408,124 | $0 | $15,141 | Yes (X) | ||
| SEAN T FLETCHER | ||||||||
| VP, PROP. MGT. & CONSTRUCT. SVC. | 15.00 | 30.00 | $239,033 | $0 | $17,177 | Yes (X) | ||
| STEPHEN LAPIERRE | ||||||||
| VP, CHESAPEAKE REGION | 15.00 | 30.00 | $277,513 | $0 | $18,402 | Yes (X) | ||
| STEPHEN V EGGLES | ||||||||
| VP, MIDSOUTH REGION | 15.00 | 30.00 | $284,073 | $0 | $29,669 | Yes (X) | ||
| SUSAN AHERN | ||||||||
| SVP & CFO, TREASURER | 15.50 | 34.60 | $268,896 | $0 | $28,443 | Yes (X) | ||
| TERESA MOORE | ||||||||
| VP, RESIDENT HEALTH SERVICES | 15.00 | 30.00 | $223,426 | $0 | $22,833 | Yes (X) | ||
| TERUKO A WHITE | ||||||||
| VP, MID-ATLANTIC REGION | 15.00 | 30.00 | $291,230 | $0 | $18,988 | Yes (X) | ||
| PEGGY C VALDIVIA | ||||||||
| VP & CONTROLLER, ASST. TREAS. | 15.50 | 32.50 | $178,687 | $0 | $24,266 | Yes (X) | ||
| BRIAN LEVESQUE | ||||||||
| EXECUTIVE DIRECTOR | 5.00 | 40.00 | $200,559 | $0 | $19,522 | Yes (X) | ||
| JOYA MAROTTA | ||||||||
| CAMPUS EXECUTIVE DIRECTOR | 5.00 | 40.00 | $200,440 | $0 | $19,736 | Yes (X) | ||
| STEVEN W MESSER | ||||||||
| CAMPUS EXECUTIVE DIRECTOR | 5.00 | 40.00 | $203,142 | $0 | $21,846 | Yes (X) | ||
| RAYMOND BOYLE | ||||||||
| MANAGING DIRECTOR-FOUNDATION | 5.00 | 41.00 | $182,783 | $0 | $17,899 | Yes (X) | ||
| SCOTT CARINS | ||||||||
| EXECUTIVE DIRECTOR | 5.00 | 40.00 | $192,002 | $0 | $26,399 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,209,210 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,173,218 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 149 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACCENTURE LLP | |||||
| 680 AMERICAN AVE | KING OF PRUSSIA | PA | 19406 | IT CONSULTING | $414,620 |
| HOLZ & HENRY INC | |||||
| 35 N RICHARDSON | LANSDALE | PA | 19446 | GENERAL CONTRACTOR | $126,175 |
| BRIT CHARLOTTE PARK II LLC | |||||
| 5410 EDISON LANE SUITE 200 | ROCKVILLE | MD | 20852 | REAL ESTATE SALES/LEASING | $120,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $46,145 | GovernmentGrantsAmt |
| Total Contributions | $46,145 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MGMT SERVICES REVENUE | 541610 | $42,876,013 | $42,876,013 |
| RESIDENT SERVICE REVENUE | 623000 | $12,356,132 | $12,356,132 |
| MEDICARE | 623000 | $6,208,038 | $6,208,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,440,183 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,790 | TotalRevenueColumnAmt |
| Exclusion | $63,790 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $524,869 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $336,325 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $188,544 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,544 | TotalRevenueColumnAmt |
| Exclusion | $188,544 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,508,926 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,255,319 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $253,607 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253,607 | TotalRevenueColumnAmt |
| Exclusion | $253,607 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| QUALITY PYMT PROG. INCENTIVES | 900099 | $6,731 | $6,731 |
| REFUND | 900099 | $656 | $656 |
| DISCOUNTS EARNED | 900099 | $81 | $81 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,468 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,999,737 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,440,183 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $513,409 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,202,612 | TotalAmt |
| Program Services | $8,162,090 | ProgramServicesAmt |
| Management And General | $2,040,522 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,493 | TotalAmt |
| Program Services | $251,595 | ProgramServicesAmt |
| Management And General | $62,898 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,216,568 | TotalAmt |
| Program Services | $31,363,271 | ProgramServicesAmt |
| Management And General | $5,289,930 | ManagementAndGeneralAmt |
| Fundraising | $563,367 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,120,949 | TotalAmt |
| Program Services | $876,426 | ProgramServicesAmt |
| Management And General | $244,523 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,680,455 | TotalAmt |
| Program Services | $1,439,966 | ProgramServicesAmt |
| Management And General | $240,444 | ManagementAndGeneralAmt |
| Fundraising | $45 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,100,233 | TotalAmt |
| Program Services | $2,604,872 | ProgramServicesAmt |
| Management And General | $456,050 | ManagementAndGeneralAmt |
| Fundraising | $39,311 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,340 | TotalAmt |
| Management And General | $143,340 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
| Management And General | $14,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,205 | TotalAmt |
| Management And General | $63,811 | ManagementAndGeneralAmt |
| Fundraising | $16,394 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,316 | TotalAmt |
| Program Services | $629,402 | ProgramServicesAmt |
| Management And General | $6,262 | ManagementAndGeneralAmt |
| Fundraising | $14,652 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,703 | TotalAmt |
| Program Services | $1,305 | ProgramServicesAmt |
| Management And General | $398 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,207,043 | TotalAmt |
| Program Services | $107,388 | ProgramServicesAmt |
| Management And General | $1,044,406 | ManagementAndGeneralAmt |
| Fundraising | $55,249 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,588 | TotalAmt |
| Program Services | $12,415 | ProgramServicesAmt |
| Management And General | $98,113 | ManagementAndGeneralAmt |
| Fundraising | $21,060 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,216 | TotalAmt |
| Program Services | $812,871 | ProgramServicesAmt |
| Management And General | $90,345 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100,392 | TotalAmt |
| Program Services | $865,404 | ProgramServicesAmt |
| Management And General | $201,944 | ManagementAndGeneralAmt |
| Fundraising | $33,044 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,358 | TotalAmt |
| Program Services | $344,358 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,136 | TotalAmt |
| Program Services | $473,709 | ProgramServicesAmt |
| Management And General | $118,427 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,502 | TotalAmt |
| Program Services | $96,378 | ProgramServicesAmt |
| Management And General | -$1,876 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $1,105,263 | $1,105,263 | ||
| MEDICAL SUPPLIES | $491,935 | $491,935 | ||
| SALES TAX | $50,465 | $41,411 | $9,054 | |
| LICENSE & FEES | $41,501 | $27,775 | $11,152 | $2,574 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,126 | TotalAmt |
| Program Services | $259,004 | ProgramServicesAmt |
| Management And General | $65,555 | ManagementAndGeneralAmt |
| Fundraising | $29,567 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,941,399 | TotalAmt |
| Program Services | $49,966,838 | ProgramServicesAmt |
| Management And General | $10,199,298 | ManagementAndGeneralAmt |
| Fundraising | $775,263 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175 | BOYAmt |
| EOY | $175 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,569,945 | BOYAmt |
| EOY | $4,460,576 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,869,332 | BOYAmt |
| EOY | $2,246,600 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,010 | BOYAmt |
| EOY | $913,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,580,392 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,430,364 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,429,914 | BOYAmt |
| EOY | $21,150,028 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,100,515 | BOYAmt |
| EOY | $5,226,786 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,450,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,000,945 | BOYAmt |
| EOY | $15,326,852 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,524,836 | BOYAmt |
| EOY | $53,774,543 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,973,954 | BOYAmt |
| EOY | $23,154,809 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,740,000 | BOYAmt |
| EOY | $17,912,468 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $565 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,713,954 | BOYAmt |
| EOY | $41,067,842 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,810,882 | BOYAmt |
| EOY | $12,706,701 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,810,882 | BOYAmt |
| EOY | $12,706,701 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,524,836 | BOYAmt |
| EOY | $53,774,543 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,058,338 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $350,064 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,512,583 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 7 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (7 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ACTS SIGNATURE COMMUNITY SERVICES INC | ||||
| 264573131 | 10 | Yes (1) | $0 | $1,588,270 |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | ||||
| 231900132 | 10 | Yes (1) | $0 | $34,028,469 |
| HERON POINT OF CHESTERTOWN INC | ||||
| 521530598 | 10 | 0 | $0 | $1,488,255 |
| PRESBYTERIAN RETIREMENT CORPORATION INC | ||||
| 630770753 | 10 | 0 | $0 | $1,249,090 |
| THE EVERGREENS | ||||
| 210634485 | 10 | 0 | $0 | $1,541,437 |
| COPPER RIDGE INC | ||||
| 521750659 | 10 | 0 | $0 | $0 |
| INTEGRACE INC | ||||
| 521710891 | 10 | 0 | $0 | $4,443,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 7 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $44,339,326 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV: | THIS RETURN IS A GROUP RETURN INCLUDING ACTS SIGNATURE COMMUNITY SERVICES, INC. WHICH IS A 501(C)(3) ORGANIZATION ORGANIZED UNDER 509(A)(2), AND ACTS MANAGEMENT SERVICES, INC. WHICH IS A 501(C)(3) ORGANIZATION ORGANIZED UNDER 509(A)(3). |
| PART IV, SECTION A, LINE 1: | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY-OWNED SUBISDIARY ACTS ACQUISTION AND DEVELOPMENT COMPANY, LLC), IS THE SOLE MEMBER OF HERON POINT CHESTERTOWN, INC., A MARYLAND TAX-EXEMPT ORGANIZATION, PRESBYTERIAN RETIREMENT CORPORATION, INC., AN ALABAMA TAX-EXEMPT ORGANIZATION, THE EVERGREENS, A NEW JERSEY TAX-EXEMPT ORGANIZATION, AND INTEGRACE, INC., A MARYLAND TAX-EXEMPT ORGANIZATION. AS SOLE MEMBER, ACTS RETIREMENT-LIFE COMMUNITIES, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF EACH ORGANIZATION'S BOARD AND AMEND THE ARTICLES OF INCORPORATION AND BYLAWS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,464,494 | OtherCostOrOtherBasisAmt |
| Book Value | $1,464,494 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,594,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,658,322 | DepreciationAmt |
| Book Value | $18,936,572 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $279,613 | OtherCostOrOtherBasisAmt |
| Depreciation | $170,306 | DepreciationAmt |
| Book Value | $109,307 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,241,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $601,736 | DepreciationAmt |
| Book Value | $639,655 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,150,028 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATED ORGANIZATIONS | Desc |
| Book Value | $15,326,852 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,326,852 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| Amt | $565 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $565 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (33 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERALD T GRANT | ||||||||||||||
| CEO & CHAIRMAN (ASCS) | $576,857 | $0 | $195,213 | $0 | $0 | $0 | $459,218 | $0 | $14,197 | $0 | $1,245,485 | $0 | $0 | $0 |
| CHARLES W COXSON III | ||||||||||||||
| EXEC VP & COO | $342,972 | $0 | $108,617 | $0 | $0 | $0 | $337,484 | $0 | $17,521 | $0 | $806,594 | $0 | $0 | $0 |
| KAREN I CHRISTIANSEN | ||||||||||||||
| PRESIDENT & ASSISTANT SECRETARY | $429,498 | $0 | $148,034 | $0 | $0 | $0 | $186,299 | $0 | $17,651 | $0 | $781,482 | $0 | $0 | $0 |
| GLENN D FOX | ||||||||||||||
| EVP LEGAL, COMP, RISK & SEC'Y | $341,882 | $0 | $81,758 | $0 | $0 | $0 | $306,108 | $0 | $14,197 | $0 | $743,945 | $0 | $0 | $0 |
| JEFFERSON D KAIGHN | ||||||||||||||
| EVP & CAO | $307,304 | $0 | $101,234 | $0 | $0 | $0 | $191,732 | $0 | $14,190 | $0 | $614,460 | $0 | $0 | $0 |
| RICHARD A WINTER | ||||||||||||||
| SVP, CFO, TREASURER (RET. 6/21) | $182,543 | $0 | $61,639 | $0 | $163,942 | $0 | $7,503 | $0 | $7,638 | $0 | $423,265 | $0 | $0 | $0 |
| HOLLY S SCHADE | ||||||||||||||
| SVP, CHIEF CLINICAL OFFICER | $276,643 | $0 | $82,811 | $0 | $0 | $0 | $11,600 | $0 | $7,544 | $0 | $378,598 | $0 | $0 | $0 |
| JONATHAN D GRANT | ||||||||||||||
| SVP, COMMUNITY OPERATIONS | $265,145 | $0 | $82,985 | $0 | $0 | $0 | $3,564 | $0 | $17,567 | $0 | $369,261 | $0 | $0 | $0 |
| LORI M WOODWARD | ||||||||||||||
| SVP, CHIEF MARKETING OFFICER | $280,625 | $0 | $62,291 | $0 | $0 | $0 | $11,600 | $0 | $7,490 | $0 | $362,006 | $0 | $0 | $0 |
| JAMES H PETTY | ||||||||||||||
| SVP STRATEGY & MISSION DEV. | $257,465 | $0 | $60,519 | $0 | $0 | $0 | $11,600 | $0 | $19,019 | $0 | $348,603 | $0 | $0 | $0 |
| KENNETH J KARMERIS | ||||||||||||||
| SVP REAL ESTATE AND DEVEL. SVCS. | $251,729 | $0 | $64,682 | $0 | $0 | $0 | $11,600 | $0 | $15,253 | $0 | $343,264 | $0 | $0 | $0 |
| PAUL M REINBOLD MDCMD | ||||||||||||||
| VP & CHIEF MEDICAL DIRECTOR | $290,485 | $0 | $29,238 | $0 | $0 | $0 | $3,692 | $0 | $17,589 | $0 | $341,004 | $0 | $0 | $0 |
| PETER J KRESS | ||||||||||||||
| SVP & CIO | $251,211 | $0 | $57,898 | $0 | $0 | $0 | $11,600 | $0 | $16,408 | $0 | $337,117 | $0 | $0 | $0 |
| GEORGE R BRYAN | ||||||||||||||
| VP, SOUTHEAST REGION | $228,726 | $0 | $60,882 | $0 | $0 | $0 | $10,705 | $0 | $19,557 | $0 | $319,870 | $0 | $0 | $0 |
| STEPHEN V EGGLES | ||||||||||||||
| VP, MIDSOUTH REGION | $223,191 | $0 | $60,882 | $0 | $0 | $0 | $11,600 | $0 | $18,069 | $0 | $313,742 | $0 | $0 | $0 |
| TERUKO A WHITE | ||||||||||||||
| VP, MID-ATLANTIC REGION | $230,348 | $0 | $60,882 | $0 | $0 | $0 | $11,600 | $0 | $7,388 | $0 | $310,218 | $0 | $0 | $0 |
| JEREMY O NEELY | ||||||||||||||
| VP, NORTHEAST REGION | $225,827 | $0 | $60,882 | $0 | $0 | $0 | $11,600 | $0 | $11,773 | $0 | $310,082 | $0 | $0 | $0 |
| GARY J N GINTER | ||||||||||||||
| SVP PROCUREMENT & CONTRACT MGMT. | $231,756 | $0 | $51,550 | $0 | $0 | $0 | $11,490 | $0 | $13,972 | $0 | $308,768 | $0 | $0 | $0 |
| DEIRDRE GROENEN | ||||||||||||||
| SVP, CHIEF HUMAN RESOURCES OFFICER | $231,638 | $0 | $51,233 | $0 | $0 | $0 | $10,615 | $0 | $7,372 | $0 | $300,858 | $0 | $0 | $0 |
| SUSAN AHERN | ||||||||||||||
| SVP & CFO, TREASURER | $229,309 | $0 | $39,587 | $0 | $0 | $0 | $11,080 | $0 | $17,363 | $0 | $297,339 | $0 | $0 | $0 |
| STEPHEN LAPIERRE | ||||||||||||||
| VP, CHESAPEAKE REGION | $220,085 | $0 | $57,428 | $0 | $0 | $0 | $11,069 | $0 | $7,333 | $0 | $295,915 | $0 | $0 | $0 |
| PATRICK M PLUMADORE | ||||||||||||||
| VP, HOSPITALITY & RESTAUR. SVC. | $234,214 | $0 | $41,382 | $0 | $0 | $0 | $10,994 | $0 | $670 | $0 | $287,260 | $0 | $0 | $0 |
| MEGAN LONGLEY | ||||||||||||||
| VP SALES | $227,118 | $0 | $41,580 | $0 | $0 | $0 | $10,636 | $0 | $7,350 | $0 | $286,684 | $0 | $0 | $0 |
| SEAN T FLETCHER | ||||||||||||||
| VP, PROP. MGT. & CONSTRUCT. SVC. | $199,832 | $0 | $39,201 | $0 | $0 | $0 | $9,540 | $0 | $7,637 | $0 | $256,210 | $0 | $0 | $0 |
| TERESA MOORE | ||||||||||||||
| VP, RESIDENT HEALTH SERVICES | $178,140 | $0 | $45,286 | $0 | $0 | $0 | $8,994 | $0 | $13,839 | $0 | $246,259 | $0 | $0 | $0 |
| IAIN W CRICHTON | ||||||||||||||
| VP MISSION SUPP/SPIRITUAL LIFE | $179,149 | $0 | $34,130 | $0 | $0 | $0 | $8,333 | $0 | $13,842 | $0 | $235,454 | $0 | $0 | $0 |
| CHRISTOPHER J HARTMAN SR | ||||||||||||||
| VP, IT OPERATIONS | $177,292 | $0 | $34,847 | $0 | $0 | $0 | $8,578 | $0 | $10,687 | $0 | $231,404 | $0 | $0 | $0 |
| STEVEN W MESSER | ||||||||||||||
| CAMPUS EXECUTIVE DIRECTOR | $171,336 | $0 | $31,806 | $0 | $0 | $0 | $8,337 | $0 | $13,509 | $0 | $224,988 | $0 | $0 | $0 |
| JOYA MAROTTA | ||||||||||||||
| CAMPUS EXECUTIVE DIRECTOR | $167,609 | $0 | $32,831 | $0 | $0 | $0 | $8,228 | $0 | $11,508 | $0 | $220,176 | $0 | $0 | $0 |
| BRIAN LEVESQUE | ||||||||||||||
| EXECUTIVE DIRECTOR | $170,823 | $0 | $29,736 | $0 | $0 | $0 | $8,214 | $0 | $11,308 | $0 | $220,081 | $0 | $0 | $0 |
| SCOTT CARINS | ||||||||||||||
| EXECUTIVE DIRECTOR | $165,411 | $0 | $26,591 | $0 | $0 | $0 | $7,994 | $0 | $18,405 | $0 | $218,401 | $0 | $0 | $0 |
| PEGGY C VALDIVIA | ||||||||||||||
| VP & CONTROLLER, ASST. TREAS. | $159,726 | $0 | $18,961 | $0 | $0 | $0 | $5,778 | $0 | $18,488 | $0 | $202,953 | $0 | $0 | $0 |
| RAYMOND BOYLE | ||||||||||||||
| MANAGING DIRECTOR-FOUNDATION | $162,769 | $0 | $20,014 | $0 | $0 | $0 | $7,572 | $0 | $10,327 | $0 | $200,682 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN, CHARLES W. COXSON, III, GERALD T. GRANT, GLENN D. FOX, AND JEFFERSON D. KAIGHN INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $174,699 FOR KAREN I. CHRISTIANSEN (NON-VESTED), $325,884 FOR CHARLES W. COXSON, III (NON-VESTED), $447,618 FOR GERALD T. GRANT (NON-VESTED), $325,884 FOR CHARLES COXSON III (NON-VESTED), $294,508 FOR GLENN D. FOX (NON-VESTED), AND $180,132 FOR JEFFERSON D. KAIGHN (NON-VESTED). RICHARD A. WINTER ACCEPTED A SEVERANCE OFFERING AS PART OF AN EARLY RETIREMENT PROGRAM AND RECEIVED $163,942. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KAREN I CHRISTIANSEN | |||
| OFFICER OF AMS | $382,312 | FAMILY RELATIONSHIP; KAREN I. CHRISTIANSEN, AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS TWO FAMILY MEMBERS WHO ARE EMPLOYED BY ACTS MANAGEMENT SERVICES, INC. MRS. CHRISTIANSEN DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. | 0 |
| CHRISTOPHER J HARTMAN SR | |||
| OFFICER OF AMS | $214,729 | FAMILY RELATIONSHIP; CHRISTOPHER J. HARTMAN, SR., AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS TWO FAMILY MEMBERS WHO ARE EMPLOYED BY ACTS MANAGEMENT SERVICES, INC. MR. HARTMAN DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. | 0 |
| SUSAN AHERN | |||
| OFFICER OF AMS | $99,764 | FAMILY RELATIONSHIP; SUSAN AHERN, AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS TWO FAMILY MEMBERS WHO ARE EMPLOYED BY ACTS MANAGEMENT SERVICES, INC. MS. AHERN DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO TRANSACT SUCH BUSINESS AS SHALL BE NECESSARY FOR THE ADMINISTRATION AND OPERATION OF THE CORPORATION BETWEEN BOARD OF DIRECTORS MEETINGS SUBJECT TO CERTAIN LIMITS SPECIFIED IN THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 2 | KAREN I. CHRISTIANSEN, AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS A FAMILY RELATIONSHIP WITH CHRISTOPHER J. HARTMAN, WHO IS ALSO AN OFFICER OF ACTS MANAGEMENT SERVICES, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER REVIEW BY THE ACTS' CFO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE ACTS BOARD OF DIRECTORS' AUDIT AND COMPLIANCE COMMITTEE, WHICH INCLUDES ONE CERTIFIED PUBLIC ACCOUNTANT. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF THE ACTS RETIREMENT SERVICES, INC. GOVERNING BODY BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED ON AN ANNUAL BASIS BY THE ORGANIZATION'S OFFICERS, DIRECTORS AND TRUSTEES. THE OFFICERS AND DIRECTORS REPORT ON ANY FAMILY OR BUSINESS RELATIONSHIPS WITH ANY BOARD MEMBER, OFFICER OR KEY EMPLOYEE OF THE ORGANIZATION AND ITS AFFILIATES. IF ANY FAMILY OR BUSINESS RELATIONSHIPS ARE DISCLOSED, THEY ARE REPORTED ON SCHEDULE L AS APPROPRIATE. IN ADDITION, THE RESPONSES ARE REVIEWED BY THE PRESIDENT & CEO AND CHAIRMAN OF THE BOARD OF DIRECTORS TO DETERMINE IF CONFLICTS ARE PRESENT AND IF SO, THE EXTENT OF THE CONFLICT. FOR CONFLICTS THAT ARISE, THE OFFICER, DIRECTOR OR TRUSTEE MUST RECUSE THEMSELVES FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS THAT INVOLVE THE DETERMINED CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO ENGAGE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2020, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT LEVELS FROM THE MEDIAN UP TO THE SEVENTY-FIFTH PERCENTILE AS IDENTIFIED IN THE STUDY. THE REPORTS' GENERAL FINDINGS ARE REVIEWED WITH BOARD OFFICERS. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE FILED WITH NUMEROUS REGULATORY AUTHORITIES AND THEREFORE, ARE AVAILABLE TO THE PUBLIC. IN ADDITION, UPON RECEIPT OF A REQUEST AND ITS REVIEW, THE ORGANIZATION WILL MAKE AVAILABLE SUCH DOCUMENTS, AS DEEMED APPROPRIATE. AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. CERTAIN FINANCIAL STATEMENTS, SUCH AS ANNUAL REPORTS AND QUARTERLY REPORTS, ARE POSTED TO THE ORGANIZATION'S WEBSITE. CERTAIN OTHER FINANCIAL STATEMENTS ARE ALSO PROVIDED UPON REQUEST. |
| FORM 990, PART VII, COMPENSATION OF OFFICERS* | OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR KAREN I. CHRISTIANSEN (NON-VESTED), CHARLES W. COXSON, III (NON-VESTED), GERALD T. GRANT (NON-VESTED), CHARLES COXSON, III (NON-VESTED), AND JEFFERSON D. KAIGHN (NON-VESTED). |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENTS -1,512,583. |
| PART XII, FINANCIAL STATEMENTS AND REPORTING | THE ORGANIZATION'S ANNUAL FINANCIAL STATEMENTS ARE AUDITED ON A CONSOLIDATED BASIS AND THE ORGANIZATION HAS AN AUDIT AND COMPLIANCE COMMITTEE CONSISTING OF BOARD MEMBERS ONLY THAT EXERCISES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTS ALLIANCE MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873659859 | EIN |
| Primary Activities | PROVIDES MGT & RELATED SVCS TO ENTITIES RELATED TO ACTS RETIREMENT SVC., INC | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $4,559,957 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTS MANAGEMENT SERVICES INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACTS RETIREMENT-LIFE COMMUNITIES INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 231900132 | OWNER AND OPERATOR OF CONTINUNING CARE RETIREMENT COMMUNITIES | PA | 501(C)(3) | LINE 10 | ACTS RETIREMENT SERVICES INC | 0 |
| ACTS LEGACY FOUNDATION INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 912161987 | FUNDRAISING | DE | 501(C)(3) | LINE 12A, I | ACTS RETIREMENT SERVICES INC | 0 |
| HERON POINT OF CHESTERTOWN INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 521530598 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC | 0 |
| PRESBYTERIAN RETIREMENT CORPORATION INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 630770753 | CONTINUING CARE RETIREMENT COMMUNITY | AL | 501(C)(3) | LINE 10 | ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC | 0 |
| THE EVERGREENS | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 210634485 | CONTINUING CARE RETIREMENT COMMUNITY | NJ | 501(C)(3) | LINE 10 | ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC | 0 |
| COPPER RIDGE INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 521750659 | LONG-TERM CARE FACILITY | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | 0 |
| INTEGRACE INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 521710891 | OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES | MD | 501(C)(3) | LINE 10 | ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |