INTEGRACE HEALTH INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INTEGRACE HEALTH INC (EIN 52-1234495)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349306219
- Schema version
- 2019v5.1
- 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 | 2020-11-13T11:54:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521234495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEGRACE HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DR | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A WINTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2156618330 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.55.78.125 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 08:35:27 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF78FC311707138AE8A35EE5AF434BBB9CACA7EB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | GERALD T GRANT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DR | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $335,750 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACTSRETIREMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF INTEGRACE HEALTH, INC. IS TO PROVIDE PRIMARY CARE SERVICES TO RESIDENTS OF AFFILIATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $526,354 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $317,505 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,154 | PYOtherRevenueAmt |
| CY Other Revenue | $18,245 | CYOtherRevenueAmt |
| PY Total Revenue | $550,508 | PYTotalRevenueAmt |
| CY Total Revenue | $335,750 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $1,257,848 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $674,279 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $422,110 | PYOtherExpensesAmt |
| CY Other Expenses | $226,395 | CYOtherExpensesAmt |
| PY Total Expenses | $1,679,958 | PYTotalExpensesAmt |
| CY Total Expenses | $900,674 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,129,450 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$564,924 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $152,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,533,176 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,247,976 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,880,055 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,095,873 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$346,879 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF INTEGRACE HEALTH, INC. IS TO PROVIDE PRIMARY CARE SERVICES TO RESIDENTS LIVING IN AFFILIATED CONTINUING CARE RETIREMENT COMMUNITIES AND A MEMORY SUPPORT RESIDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $859,305 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $317,505 | RevenueAmt |
| Desc | INTEGRACE HEALTH, INC. PROVIDES PRIMARY CARE SERVICES TO RESIDENTS LIVING IN AFFILIATED CONTINUING CARE RETIREMENT COMMUNITIES AND A MEMORY SUPPORT RESIDENCE (FAIRHAVEN, BUCKINGHAM'S CHOICE, BAYLEIGH CHASE, AND COPPER RIDGE). | Desc |
| Total Program Service Expenses | $859,305 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A WINTER TREASURER | PersonNm |
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DR | 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 (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GERALD T GRANT | ||||||||
| CHAIRMAN, PRESIDENT & CEO | 0.50 | 52.50 | Yes (X) | Yes (X) | $0 | $622,912 | $357,018 | |
| JACLYN HARRIS | ||||||||
| PRESIDENT/CEO (UNTIL 3/19) | 2.00 | 38.00 | Yes (X) | Yes (X) | $0 | $693,288 | $1,998 | |
| KAREN I CHRISTIANSEN | ||||||||
| TREASURER & CFO | 0.50 | 52.50 | Yes (X) | Yes (X) | $0 | $418,288 | $176,296 | |
| JONATHAN T HANSEN | ||||||||
| CFO (UNTIL 3/19) | 2.00 | 38.00 | Yes (X) | Yes (X) | $0 | $476,633 | $4,850 | |
| GLENN D FOX | ||||||||
| SECRETARY | 6.00 | 44.00 | Yes (X) | $0 | $356,907 | $25,152 | ||
| JONATHAN D GRANT | ||||||||
| ASSISTANT SECRETARY | 0.10 | 47.60 | Yes (X) | $0 | $286,153 | $20,106 | ||
| CYNTHIA YINGLING | ||||||||
| DIR./VP INST, NEURO-COG (UNTIL 3/19) | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $297,698 | $3,027 | |
| RICHARD A WINTER | ||||||||
| ASSISTANT TREASURER | 1.00 | 52.00 | Yes (X) | $0 | $255,889 | $15,266 | ||
| TERRY P DETRICH | ||||||||
| MEDICAL DIRECTOR | 40.00 | 0.00 | $158,769 | $0 | $1,426 | Yes (X) | ||
| CHRISTINA BALL | ||||||||
| NURSE PRACTITIONER | 40.00 | 0.00 | $111,717 | $0 | $14,630 | Yes (X) | ||
| HOLLY ASPELMEIER KILBY | ||||||||
| NURSE PRACTITIONER | 40.00 | 0.00 | $106,692 | $0 | $8,622 | Yes (X) | ||
| LINDA BURTON | ||||||||
| DIRECTOR (RETIRED 12/31/19) | 0.10 | 2.10 | Yes (X) | $0 | $13,500 | $0 | ||
| ANNE WEATHERHOLT | ||||||||
| DIRECTOR | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA JOHNSON | ||||||||
| DIRECTOR (UNTIL 3/19)/DIR. MED/RES BILL | 2.00 | 38.00 | Yes (X) | $0 | $94,568 | $8,889 | ||
| DILIP KULATHUM | ||||||||
| DIRECTOR | 0.25 | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| DR PAUL REINBOLD | ||||||||
| DIRECTOR (UNTIL 3/19) | 2.00 | 0.00 | Yes (X) | $0 | $200,640 | $0 | ||
| ELRIC C GERNER | ||||||||
| DIRECTOR | 0.10 | 3.30 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L ESTERHAI JR MD | ||||||||
| DIRECTOR | 0.10 | 4.50 | Yes (X) | $0 | $0 | $0 | ||
| LEN HARTWIG | ||||||||
| DIRECTOR | 0.10 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| LORNA HOUSE | ||||||||
| DIRECTOR (UNTIL 11/30/19) | 0.10 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MARVIN MASHNER | ||||||||
| DIRECTOR | 0.10 | 4.80 | Yes (X) | $0 | $0 | $0 | ||
| RAY VANHORN | ||||||||
| DIRECTOR | 0.10 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN B ALLMOND | ||||||||
| DIRECTOR | 0.10 | 2.10 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $377,178 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,716,476 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $637,280 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON & COKER LOCUMTENENS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 277638 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30384 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | STAFFING | ServicesDesc |
| Compensation | $101,499 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEDICARE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $317,505 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $317,505 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $317,505 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,211 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,211 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,211 | TotalRevenueColumnAmt |
| Exclusion | $13,211 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEVELOPMENTAL FEE INCO | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,034 | TotalRevenueColumnAmt |
| Exclusion | $5,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,034 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $335,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $317,505 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,245 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,031 | TotalAmt |
| Program Services | $562,911 | ProgramServicesAmt |
| Management And General | $15,120 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,913 | TotalAmt |
| Program Services | $2,913 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,537 | TotalAmt |
| Program Services | $46,537 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,798 | TotalAmt |
| Program Services | $45,517 | ProgramServicesAmt |
| Management And General | $1,281 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,750 | TotalAmt |
| Management And General | $1,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,154 | TotalAmt |
| Management And General | $3,154 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,400 | TotalAmt |
| Program Services | $159,400 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,786 | TotalAmt |
| Program Services | $21,314 | ProgramServicesAmt |
| Management And General | $472 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,680 | TotalAmt |
| Management And General | $11,680 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,476 | TotalAmt |
| Program Services | $2,476 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019 | TotalAmt |
| Program Services | $2,019 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,808 | TotalAmt |
| Program Services | $1,808 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MANAGEMENT FEES | $7,912 | $7,912 | |
| BAD DEBT | $6,100 | $6,100 | |
| RECRUITMENT FEES | $4,131 | $4,131 | |
| MEDICAL SUPPLIES | $2,493 | $2,493 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,686 | TotalAmt |
| Program Services | $1,686 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900,674 | TotalAmt |
| Program Services | $859,305 | ProgramServicesAmt |
| Management And General | $41,369 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,126 | BOYAmt |
| EOY | $50 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,020 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,395 | BOYAmt |
| EOY | $69,414 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,582 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,445,798 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,165 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,103 | BOYAmt |
| EOY | $1,533,176 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,881 | BOYAmt |
| EOY | $6,385 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,133,095 | BOYAmt |
| EOY | $1,873,670 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247,976 | BOYAmt |
| EOY | $1,880,055 | 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 | -$1,095,873 | BOYAmt |
| EOY | -$346,879 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,095,873 | BOYAmt |
| EOY | -$346,879 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,103 | BOYAmt |
| EOY | $1,533,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$564,924 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,313,918 | OtherChangesInNetAssetsAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,852,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $695,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $565,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $526,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $317,505 | CurrentTaxYearAmt |
| Total | $3,957,675 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,852,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $695,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $565,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $526,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $317,505 | CurrentTaxYearAmt |
| Total | $3,957,675 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,957,675 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $28,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,211 | CurrentTaxYearAmt |
| Total | $69,884 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $28,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,211 | CurrentTaxYearAmt |
| Total | $69,884 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,034 | CurrentTaxYearAmt |
| Total | $50,958 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,873,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $718,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $595,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $555,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $335,750 | CurrentTaxYearAmt |
| Total | $4,078,517 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98000 | PublicSupportPY509Pct |
| Investment Income CY | 0.01710 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01100 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | DEVELOPMENT FEE INCOME - 2019 AMOUNT: $ 5,034. CLINICAL STUDY REVENUE - 2015 AMOUNT: $ 21,100. 2016 AMOUNT: $ 22,542. 2017 AMOUNT: $ 972. 2018 AMOUNT: $ 1,310. 2019 AMOUNT: $ 0. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATED ORGANIZATIONS | Desc |
| Amt | $1,873,670 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,873,670 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (10 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 | ||||||||||||||
| CHAIRMAN, PRESIDENT & CEO | $0 | $499,678 | $0 | $123,234 | $0 | $0 | $0 | $339,658 | $0 | $17,360 | $0 | $979,930 | $0 | $0 |
| JACLYN HARRIS | ||||||||||||||
| PRESIDENT/CEO (UNTIL 3/19) | $0 | $163,442 | $0 | $0 | $0 | $529,846 | $0 | $0 | $0 | $1,998 | $0 | $695,286 | $0 | $0 |
| KAREN I CHRISTIANSEN | ||||||||||||||
| TREASURER & CFO | $0 | $339,804 | $0 | $78,484 | $0 | $0 | $0 | $158,936 | $0 | $17,360 | $0 | $594,584 | $0 | $0 |
| JONATHAN T HANSEN | ||||||||||||||
| CFO (UNTIL 3/19) | $0 | $128,374 | $0 | $0 | $0 | $348,259 | $0 | $0 | $0 | $4,850 | $0 | $481,483 | $0 | $0 |
| GLENN D FOX | ||||||||||||||
| SECRETARY | $0 | $297,725 | $0 | $59,182 | $0 | $0 | $0 | $11,200 | $0 | $13,952 | $0 | $382,059 | $0 | $0 |
| JONATHAN D GRANT | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $240,177 | $0 | $45,976 | $0 | $0 | $0 | $2,939 | $0 | $17,167 | $0 | $306,259 | $0 | $0 |
| CYNTHIA YINGLING | ||||||||||||||
| DIR./VP INST, NEURO-COG (UNTIL 3/19) | $0 | $169,293 | $0 | $0 | $0 | $128,405 | $0 | $0 | $0 | $3,027 | $0 | $300,725 | $0 | $0 |
| RICHARD A WINTER | ||||||||||||||
| ASSISTANT TREASURER | $0 | $214,073 | $0 | $41,816 | $0 | $0 | $0 | $10,156 | $0 | $5,110 | $0 | $271,155 | $0 | $0 |
| TERRY P DETRICH | ||||||||||||||
| MEDICAL DIRECTOR | $149,657 | $0 | $9,112 | $0 | $0 | $0 | $0 | $0 | $1,426 | $0 | $160,195 | $0 | $0 | $0 |
| DR PAUL REINBOLD | ||||||||||||||
| DIRECTOR (UNTIL 3/19) | $0 | $200,640 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $200,640 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | INTEGRACE HEALTH, INC. BOARD MEMBERS ARE INVITED TO PARTICIPATE IN AN EDUCATIONAL RETREAT WITH THE BOARD OF DIRECTORS FROM ACTS RETIREMENT-LIFE COMMUNITIES, NEAR ONE OR MORE OF ACTS' COMMUNITIES, WHICH MAY REQUIRE SOME OR ALL BOARD MEMBERS TO TRAVEL. SPOUSES OF BOARD MEMBERS ARE ALSO INVITED TO ATTEND AT THE COMPANY'S EXPENSE. THESE SPOUSES PARTICIPATE IN EDUCATIONAL SESSIONS, SINCE THEY TOO HAVE AN INTEREST IN THE MISSION OF THE ORGANIZATION, FREQUENTLY BECOME INVOLVED IN DISCUSSION OF THEIR SPOUSE'S ROLE AND HOW THE ORGANIZATION FUNCTIONS, AND ALSO MUST PROVIDE ENABLING SUPPORT TO THE BOARD MEMBER. IN ADDITION, SPOUSES ALSO PROVIDE INSIGHT INTO THE EFFECTS OF ORGANIZATIONAL PLANS AND STRATEGIES. AS SUCH, THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 3 | IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE 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 THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2018, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE MEDIAN AND SLIGHTLY ABOVE IN ACCORDANCE WITH LEVELS IDENTIFIED IN THE STUDY. THE REPORTS' FINDINGS ARE REVIEWED WITH THE PARENT 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. |
| PART I, LINES 4A-B | OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN AND GERALD T. GRANT INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $147,736 FOR KAREN I. CHRISTIANSEN (NON-VESTED), AND $328,458 FOR GERALD T. GRANT (NON-VESTED). OTHER COMPENSATION FOR JONATHAN HANSEN AND JACLYN HARRIS INCLUDES SEVERANCE PAYMENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 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 3 | ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDES MANAGEMENT SERVICES TO INTEGRACE HEALTH, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | INTEGRACE HEALTH, INC. IS A MARYLAND TAX-EXEMPT ORGANIZATION OF WHICH INTEGRACE, INC., A RELATED MARYLAND TAX-EXEMPT ORGANIZATION IS THE SOLE MEMBER. EFFECTIVE 4/1/2019, INTEGRACE, INC. AND ITS SUBSIDIARIES AFFILIATED WITH ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION. ACTS RETIREMENT-LIFE COMMUNITIES, INC., THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC, BECAME THE SOLE MEMBER OF INTEGRACE, INC. EFFECTIVE 4/1/2019. |
| FORM 990, PART VI, SECTION A, LINE 7A | INTEGRACE, INC., A RELATED MARYLAND TAX-EXEMPT ORGANIZATION IS THE SOLE MEMBER OF INTEGRACE HEALTH, INC. AS SOLE MEMBER, INTEGRACE, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | INTEGRACE, INC., A RELATED MARYLAND TAX-EXEMPT ORGANIZATION IS THE SOLE MEMBER OF INTEGRACE HEALTH, INC. AS SOLE MEMBER, INTEGRACE, INC. HAS THE RIGHT TO APPROVE ALL AMENDMENTS OR ALTERATIONS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE CHANGES BECOME EFFECTIVE. |
| 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 COMMITTEE, WHICH INCLUDES TWO CERTIFIED PUBLIC ACCOUNTANTS. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF THE INTEGRACE HEALTH, 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 15A | IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE 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 THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2018, 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 THE MEDIAN AND SLIGHTLY ABOVE IN ACCORDANCE WITH LEVELS IDENTIFIED IN THE STUDY. THE REPORTS' FINDINGS ARE REVIEWED WITH THE PARENT 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) AND GERALD T. GRANT (NON-VESTED). |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 159,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,400. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS WITHOUT DONOR RESTRICTIONS 1,313,918. |
| FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING | THE PROCESS FOR THE PARENT ORGANIZATION'S AUDIT COMMITTEE OVERSIGHT OF THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS AND THOSE OF ITS AFFILIATES HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 231900132 | OWNS AND OPERATES CONTINUING CARE REITREMENT COMMUNITIES | PA | 501(C)(3) | LINE 10 | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS RETIREMENT SERVICES INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 264573260 | SUPPORTING ORGANIZATION | PA | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| ACTS SIGNATURE COMMUNITY SERVICES INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 264573131 | HOSPICE AND HOME HEALTH SERVICES | PA | 501(C)(3) | LINE 10 | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS MANAGEMENT SERVICES INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 264573412 | CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES | PA | 501(C)(3) | LINE 12B, II | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS LEGACY FOUNDATION INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 912161987 | FUNDRAISING | DE | 501(C)(3) | LINE 12A, I | ACTS RETIREMENT SERVICES INC | 0 | |
| THE EVERGREENS | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 210634485 | CONTINUING CARE RETIREMENT COMMUNITY | NJ | 501(C)(3) | LINE 10 | ACTS ACQUISITION COMPANY LLC | 0 | |
| COPPER RIDGE INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 521750659 | OPERATES A LONG-TERM CARE FACILITY | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | 0 | |
| BUCKINGHAM'S CHOICE INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 521929311 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | 0 | |
| BAYLEIGH CHASE INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 200495182 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | 0 | |
| INTEGRACE INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 521710891 | PROVIDED MANAGEMENT AND ADMINISTRATIVE SERVICES TO NON-PROFIT AFFILIATES | MD | 501(C)(3) | LINE 10 | ACTS ACQUISITION COMPANY LLC | 0 | |
| INTEGRACE INSTITUTE INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 522139438 | EDUCATION AND RESEARCH INVOLVING AGING PERSONS | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | 0 | |
| FAIRHAVEN INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 237405177 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | 0 | |
| PRESBYTERIAN RETIREMENT CORPORATION INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 630770753 | CONTINUING CARE RETIREMENT COMMUNITY | AL | 501(C)(3) | LINE 10 | ACTS ACQUISITION COMPANY LLC | 0 | |
| HERON POINT OF CHESTERTOWN INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 521530598 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | ACTS ACQUISITION COMPANY LLC | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEGRACE MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DR | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521547917 | EIN |
| Primary Activities | SENIOR LIVING CONSULTING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |