2016-11-08T13:44:47-06:00 2015-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET 45TH FLOOR PHILADELPHIA PA 19103 990 2015-01-01 521530598 HERON POINT OF CHESTERTOWN INC HERO 2156618330 375 MORRIS ROAD PO BOX 90 WEST POINT PA 19486 RICHARD A WINTER VP & CONTROLLER 2156618330 2016-11-08 1 P00350393 2159720701 2015 2017-02-10 21:41:12Z J MARK VANDERBECK 375 MORRIS ROAD PO BOX 90 WEST POINT PA 19486 15271403 0 X WWW.HERONPOINT.ORG X 1987 MD THE PURPOSE OF HERON POINT OF CHESTERTOWN, INC. 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; MEETING RESIDENT NEEDS IN A CHRISTIAN MANNER WITHOUT PREJUDICE OR PREFERENCE TO ANY FAITH, IN AN EXPRESSION OF LOVING KINDNESS. 7 4 236 147 0 0 22840 86890 13819925 14166556 167532 173008 485327 260021 14495624 14686475 2450 5550 0 0 5583958 5629874 0 0 4050 7773127 7951003 13359535 13586427 1136089 1100048 69292475 69559110 61993624 61303071 7298851 8256039 X AS AN ACTS RETIREMENT-LIFE COMMUNITY, HERON POINT OF CHESTERTOWN, INC. IS COMMITTED TO PROVIDING SECURITY AND PEACE OF MIND TO ALL SENIORS BY BEING THE PRE-EMINENT PROVIDER OF RETIREMENT-LIFE SERVICES, MEETING SENIORS' SOCIAL, PERSONAL, HEALTH AND SPIRITUAL NEEDS IN A CHRISTIAN ATMOSPHERE GRACED WITH LOVING-KINDNESS, DIGNITY, SENSITIVITY, HONESTY, AND RESPECT WITHOUT PREJUDICE TO ANY INDIVIDUAL OR PREFERENCE TO ANY PARTICULAR FAITH OR CREED. 0 0 11555471 5550 14166556 HERON POINT OF CHESTERTOWN, INC. PROVIDES COMPREHENSIVE LIFE CARE SERVICES TO SENIOR ADULTS AGED 62 AND OLDER THAT INCLUDE INDEPENDENT LIVING HOUSING, DINING AND NUTRITIONAL SERVICES, PASTORAL SERVICES, SECURITY, HOUSEKEEPING, MAINTENANCE SERVICES AND SOCIAL, CULTURAL, EDUCATIONAL, SPIRITUAL AND RECREATIONAL ACTIVITIES. IN ADDITION, WHEN A RESIDENT'S HEALTH CARE NEEDS CHANGE, HOME HEALTH, ASSISTED LIVING, SKILLED NURSING CARE AND HOSPICE SERVICES ARE AVAILABLE. ALL PHYSICAL ACCOMMODATIONS AND SERVICES ARE PROVIDED UNDER THE TERMS OF A FORMAL AGREEMENT WHICH ALSO ASSURES THAT ASSISTED LIVING AND SKILLED NURSING CARE WILL BE PROVIDED TO RESIDENTS WHEN THEY NEED IT, WITHOUT A CHANGE IN THEIR MONTHLY FEE, THEREBY OFFERING FURTHER SECURITY AND PEACE OF MIND. IN 2015, HERON POINT OF CHESTERTOWN, INC. SERVED, ON AVERAGE, 249 RESIDENTS IN INDEPENDENT LIVING, 30 RESIDENTS IN ASSISTED LIVING AND 29 RESIDENTS IN SKILLED CARE. 11555471 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 28 0 1 236 1 0 0 0 0 0 0 0 0 0 0 X 7 4 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X KAREN I CHRISTIANSEN 2156618330 375 MORRIS ROAD PO BOX 90 WEST POINT PA 19486 MARVIN MASHNER DIRECTOR, FORMER ACTS PRESIDENT/CEO 0.40 3.90 X 0 1133536 0 ELRIC C GERNER SECRETARY 1.00 2.50 X X 0 0 0 GERALD T GRANT ASSISTANT SECRETARY 2.00 53.00 X X 0 471794 153546 J MARK VANDERBECK CHAIRMAN 2.00 53.00 X X 0 514169 353076 DR W JACKSON STENGER VICE CHAIRMAN 2.00 X X 0 0 0 DR EVELYN R I HUXSTER DIRECTOR 1.00 X 0 0 0 DONALD L DAVIS DIRECTOR 1.00 20.00 X 0 0 0 HOWARD R SACKS DIRECTOR THROUGH 2/2015 1.00 0.00 X 0 0 0 KAREN I CHRISTIANSEN TREASURER 1.50 49.50 X 0 334230 27193 JONATHAN GRANT ASSISTANT SECRETARY 1.00 45.00 X 0 209128 24556 RICHARD A WINTER ASSISTANT TREASURER 1.00 48.00 X 0 177198 20517 GARRET FALCONE EXECUTIVE DIRECTOR 40.00 5.00 X 0 150146 17837 KATHLEEN SANDERSON SENIOR LIFE CARE CONSULTANT 40.00 0.00 X 107430 0 10144 TAMMY HARDY FAUBER ADMINISTRATOR 40.00 5.00 X 0 103278 279 107430 3093479 607148 1 0 1 0 G L MADDEN CONTRACTING 2 ROLLING ROAD CHESTERTOWN MD 21620 GENERAL CONTRACTOR 596574 YERKES CONSTRUCTION CO INC 112-C SOUTH CROSS STREET CHESTERTOWN MD 21620 GENERAL CONTRACTOR 396332 AEGIS THERAPIES INC PO BOX 8103 FORT SMITH AR 72903 THERAPY SERVICES 242258 3 86890 32002 86890 MONTHLY FEES 623000 9718224 9718224 ENTRANCE FEE AMORTIZATION 623000 3270531 3270531 MEDICARE 623000 576348 576348 RESIDENT ANCILLARY REVENUE 623000 295967 295967 ADMINISTRATIVE FEES 623000 254479 254479 51007 51007 14166556 113741 113741 26 26 32915 28307 4608 4608 4608 615862 556621 59241 59241 59241 APARTMENT MODIFICATION 623000 204246 204246 CAFE & CATERING REVENUE 722210 48932 48932 2235 2235 255413 14686475 14166556 0 433029 5550 5550 4656200 4295401 360799 63306 56296 7010 563146 522490 40656 347222 318962 28260 16173 16173 37207 37207 8140 8140 710606 671452 39154 59510 59510 454612 391020 63592 33380 33380 1338430 1338430 49623 40628 8995 770988 770988 2105395 2032805 72590 187644 185177 2467 MANAGEMENT SERVICES 1172614 1172614 FOOD EXPENSE 677294 657227 20067 MEDICAL SUPPLIES 61631 61631 BAD DEBT EXPENSE 56781 56781 210975 150633 56292 4050 13586427 11555471 2026906 4050 972 1840 4317341 1470105 798536 605434 325520 324580 49516876 8863041 37333263 40653835 3121473 3180535 22551394 22551394 843976 771387 69292475 69559110 1537311 2041862 30228884 30189563 22180000 22180000 6315000 5490000 1732429 1401646 61993624 61303071 X 6003339 7029496 791455 722486 504057 504057 7298851 8256039 69292475 69559110 X 1100048 -90186 -52674 X X 0 1 X 1 0 X 62787 407528 176827 22840 86890 756872 12051788 12235407 13039573 14305252 14421969 66053989 12114575 12642935 13216400 14328092 14508859 66810861 0 0 0 66810861 73081 122929 92254 114974 146682 549920 73081 122929 92254 114974 146682 549920 4701 4701 12192357 12765864 13308654 14443066 14655541 67365482 0.99180 0.99270 0.00820 0.00720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 504057 24690 24690 504057 503316 741 26829 26829 504057 375604 127712 17951 17951 503316 371082 4522 13441 13441 375604 371082 13413 13413 371082 0.00000 1.00000 0.00000 0 0 3300000 3300000 42685234 7285577 35399657 574695 285007 289688 2956947 1292457 1664490 40653835 ENTRANCE FEE DEPOSITS 236130 CHARITABLE GIFT ANNUITY OBLIGATIONS 49110 DUE TO AFFILIATE 1116406 1401646 X 14571922 -90186 -52674 -142860 14714782 -28307 -28307 14686475 13614734 28307 28307 13586427 0 13586427 PART V, LINE 4: ENDOWMENTS PROVIDE FOR THE FINANCIAL SECURITY OF RESIDENTS AND PROTECT AGAINST THE FINANCIAL RISKS ASSOCIATED WITH ADVANCED AGE TO MAINTAINING IN RESIDENCE ANY PERSON WHO BECOMES UNABLE TO PAY REGULAR CHARGES; AND TO PROVIDE EMPLOYEES DEVELOPMENT AND TRAINING OPPORTUNITIES WHICH ENHANCE THEIR ABILITY TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND SPIRITUAL NEEDS OF THOSE SERVED BY THE ORGANIZATION. PART X, LINE 2: HERON POINT OF CHESTERTOWN, INC. ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON TEMPORARILY RESTRICTED NET ASSETS -62,312. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 9,638. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS RENTAL EXPENSES TO PART VIII, LINE 6B -28,307. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS RENTAL EXPENSES TO PART VIII, LINE 6B 28,307. 1 SCHOLARSHIPS OFFERED TO CULINARY EMPLOYEES TO FURTHER THEIR EDUCATION 17 5550 0 PART I, LINE 2: SCHOLARSHIPS ARE AVAILABLE TO CULINARY AND NUTRITION SERVICE EMPLOYEES WHO MEET CERTAIN CRITERIA. FOR ELIGIBILITY, EMPLOYEES MUST WORK UNDER 40 HOURS PER PAY PERIOD, ARE NOT BENEFIT ELIGIBLE, AND MUST WORK A MINIMUM NUMBER OF HOURS DURING A 16 WEEK PERIOD, OFFERED TWO TIMES A YEAR, JANUARY THROUGH MAY AND AUGUST THROUGH NOVEMBER. EMPLOYEES MEETING ALL REQUIREMENTS ARE GRANTED A VOUCHER GOOD FOR $300 TO $500 EACH DURING 2015 THAT CAN BE USED TO FORWARD THEIR EDUCATION. VOUCHERS ARE PRESENTED TO THE EDUCATIONAL INSTITUTION BY THE SCHOLARSHIP RECIPIENT. HERON POINT OF CHESTERTOWN, INC. REIMBURSES THE EDUCATIONAL INSTITUTION UPON RECEIPT OF ORIGINAL VOUCHER. AT TIMES CONTRIBUTIONS MAY ALSO BE PROVIDED TO OTHER CHARITABLE ORGANIZATIONS TO FURTHER THEIR EXEMPT PURPOSE. X 1 1 0 1 0 0 0 0 0 0 0 MARVIN MASHNER DIRECTOR, FORMER ACTS PRESIDENT/CEO 0 0 0 0 0 1133536 0 0 0 0 0 1133536 0 1133536 GERALD T GRANT ASSISTANT SECRETARY 0 367891 0 103903 0 0 0 136701 0 16845 0 625340 0 0 J MARK VANDERBECK CHAIRMAN 0 407647 0 106522 0 0 0 345982 0 7094 0 867245 0 0 KAREN I CHRISTIANSEN TREASURER 0 281078 0 53152 0 0 0 10600 0 16593 0 361423 0 0 JONATHAN GRANT ASSISTANT SECRETARY 0 182095 0 27033 0 0 0 8786 0 15770 0 233684 0 0 RICHARD A WINTER ASSISTANT TREASURER 0 159284 0 17914 0 0 0 7432 0 13085 0 197715 0 0 GARRET FALCONE EXECUTIVE DIRECTOR 0 130611 0 19535 0 0 0 6226 0 11611 0 167983 0 0 PART I, LINE 1A HERON POINT OF CHESTERTOWN, 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 2016, 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, LINE 4B OTHER COMPENSATION FOR GERALD T. GRANT AND J. MARK VANDERBECK INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $126,101 FOR GERALD T. GRANT (NON-VESTED) AND $335,382 FOR J. MARK VANDERBECK (NON-VESTED). A THE TOWN OF CHESTERTOWN ECONOMIC DEVELOPMENT PROJECT SERIES 2013B 526000783 NONEAVAIL 2013-09-26 22180000 TO REFUND THE SERIES 1998 BONDS & FUND CAPITAL IMPROVEMENTS 0 0 0 A 22180000 57113 132688 387018 4716407 16792982 153020 2016 1 0 0 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 2 32002 NYSE 0 0 1 0 PART I, COLUMN (B): LINE 9B REPRESENTS THE NUMBER OF CONTRIBUTIONS; 2 DONORS CONTRIBUTED SHARES OF PUBLICLY TRADED SECURITIES TO HERON POINT OF CHESTERTOWN, INC. 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 HERON POINT OF CHESTERTOWN, INC. FORM 990, PART VI, SECTION A, LINE 6 HERON POINT OF CHESTERTOWN, INC. IS A MARYLAND TAX-EXEMPT ORGANIZATION OF WHICH ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC), IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC), IS THE SOLE MEMBER OF HERON POINT OF CHESTERTOWN, INC. AS SOLE MEMBER, IT HAS THE RIGHT TO ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD. FORM 990, PART VI, SECTION A, LINE 7B ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC), IS THE SOLE MEMBER OF HERON POINT OF CHESTERTOWN, INC. AS SOLE MEMBER, IT HAS THE RIGHT TO AMEND THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 AFTER REVIEW BY THE ACTS' CFO AND CEO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE ACTS BOARD OF DIRECTORS' AUDIT COMMITTEE, WHICH INCLUDES THREE CERTIFIED PUBLIC ACCOUNTANTS. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF THE HERON POINT OF CHESTERTOWN'S 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 RESPONSES ARE REVIEWED BY THE CEO AND CHAIRPERSON 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 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 2016, 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. 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 AND ARE ALSO AVAILABLE AT THE COMMUNITY. IN ADDITION, FINANCIAL INFORMATION IS INCLUDED IN THE DISCLOSURE PACKAGES THAT ARE PROVIDED TO PROSPECTIVE RESIDENTS AND MADE AVAILABLE TO THE PUBLIC. CERTAIN OTHER FINANCIAL STATEMENTS ARE ALSO PROVIDED UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON INVESTMENTS IN TEMPORARILY RESTRICTED NET ASSETS -62,312. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 9,638. FORM 990, PART VII, COMPENSATION OF OFFICERS* OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR GERALD T. GRANT (NON-VESTED) AND J. MARK VANDERBECK (NON-VESTED). ACTS RETIREMENT-LIFE COMMUNITIES INC 375 MORRIS ROAD WEST POINT PA 19486 231900132 OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES PA 501(C)(3) 9 ACTS RETIREMENT SERVICES INC 0 PARK POINTE VILLAGE INC 375 MORRIS ROAD WEST POINT PA 19486 582420862 CONTINUING CARE RETIRMENT COMMUNITY SC 501(C)(3) 9 ACTS ACQUISITION COMPANY LLC 0 ACTS RETIREMENT SERVICES INC 375 MORRIS ROAD WEST POINT PA 19486 264573260 SUPPORTING ORGANIZATION PA 501(C)(3) 11B, II N/A 0 ACTS SIGNATURE COMMUNITY SERVICES INC 375 MORRIS ROAD WEST POINT PA 19486 264573131 HOSPICE AND HOME HEALTH SERVICES PA 501(C)(3) 9 ACTS RETIREMENT SERVICES INC 0 ACTS MISSION FOUNDATION 375 MORRIS ROAD WEST POINT PA 19486 264573334 FUNDRAISING PA 501(C)(3) 7 ACTS RETIREMENT SERVICES INC 0 ACTS MANAGEMENT SERVICES INC 375 MORRIS ROAD WEST POINT PA 19486 264573412 CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES PA 501(C)(3) 11B, II ACTS RETIREMENT SERVICES INC 0 ACTS LEGACY FOUNDATION INC FKA PUMH FOUNDATION INC 375 MORRIS ROAD WEST POINT PA 19486 912161987 FUNDRAISING DE 501(C)(3) 11A, TYPE 1 ACTS MISSION FOUNDATION THROUGH 12312015 0 VILLAGE NURSING CARE INC 375 MORRIS ROAD WEST POINT PA 19486 582643482 HOME HEALTH SERVICE AGENCY GA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS EFFECTIVE IN JANUARY 2016, ACTS MISSION FOUNDATION MERGED WITH AND INTO PUMH FOUNDATION, INC. (WITH PUMH FOUNDATION, INC. AS THE SURVIVING CORPORATION) AND PUMH FOUNDATION, INC. CHANGED ITS NAME TO ACTS LEGACY FOUNDATION, INC. ACTS RETIREMENT SERVICES, INC IS THE SOLE MEMBER OF ACTS LEGACY FOUNDATION, INC. EFFECTIVE IN JANUARY 2016, VILLAGE NURSING CARE, INC. MERGED WITH AND INTO ACTS SIGNATURE COMMUNITY SERVICES, INC. AND IS NOW OPERATING AS ONE OF THE HOME AND COMMUNITY BASED DIVISIONS WITHIN THE LEGAL ENTITY OF ACTS SIGNATURE COMMUNITY SERVICES, INC.