PENINSULA UNITED METHODIST HOMES INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA UNITED METHODIST HOMES INC (EIN 51-0082520)
- Tax period
- 2014-01-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201531349349306573
- Schema version
- 2014v5.0
- 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 | 2015-05-14T15:16:46-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET 45TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510082520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENINSULA UNITED METHODIST HOMES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENI | BusinessNameControlTxt |
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD PO BOX 90 | AddressLine1Txt |
| City | WEST POINT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19486 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN I CHRISTIANSEN | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 2156618330 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Principal Officer | J MARK VANDERBECK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD PO BOX 90 | AddressLine1Txt |
| City | WEST POINT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,483,677 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF PENINSULA UNITED METHODIST HOMES, 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. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 756 | TotalEmployeeCnt |
| Total Volunteers | 361 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,178,512 | PYContributionsGrantsAmt |
| CY Contributions Grants | $313,219 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,292,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,155,391 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,011,935 | PYInvestmentIncomeAmt |
| CY Investment Income | $657,595 | CYInvestmentIncomeAmt |
| PY Other Revenue | $835,099 | PYOtherRevenueAmt |
| CY Other Revenue | $402,714 | CYOtherRevenueAmt |
| PY Total Revenue | $49,317,796 | PYTotalRevenueAmt |
| CY Total Revenue | $24,528,919 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,523 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,357,448 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,716,616 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,287,490 | PYOtherExpensesAmt |
| CY Other Expenses | $12,448,654 | CYOtherExpensesAmt |
| PY Total Expenses | $45,649,461 | PYTotalExpensesAmt |
| CY Total Expenses | $23,165,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,668,335 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,363,049 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $163,056,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $138,012,437 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,043,752 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS AN ACTS RETIREMENT-LIFE COMMUNITY, PENINSULA UNITED METHODIST HOMES, 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $20,503,417 | ExpenseAmt |
| Grant | $600 | GrantAmt |
| Revenue | $23,155,391 | RevenueAmt |
| Desc | PENINSULA UNITED METHODIST HOMES, INC. ("PUMH,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 AREE AVAILABLE. ALL PHYSICAL ACCOMMODATIONS AND SERVICES ARE PROVIDED UNDER THE TERMS OF A FORMAL AGREEMENT WHICH ALSO ASSURE THAT ASSISTED LIVING AND SKILLED NURSING CARE ARE PROVIDED TO RESIDENTS WHEN THEY NEED IT, WITHOUT A CHANGE IN THEIR MONTHLY FEE, THEREBY OFFERING FURTHER SECURITY AND PEACE OF MIND. FOR THE PERIOD FROM JANUARY 1, 2014 THROUGH JUNE 30, 2014, PUMH SERVED, ON AVERAGE, 584 RESIDENTS IN INDEPENDENT LIVING, 119 RESIDENTS IN ASSISTED LIVING AND 140 RESIDENTS IN SKILLED CARE. | Desc |
| Total Program Service Expenses | $20,503,417 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | 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 | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 756 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN I CHRISTIANSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD PO BOX 90 | AddressLine1Txt |
| City | WEST POINT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19486 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| MARVIN MASHNER | ||||||||
| CHAIRMAN | 4.00 | 53.50 | Yes (X) | Yes (X) | $0 | $621,837 | $24,811 | |
| WILLIAM E HOLLOWAY | ||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELRIC C GERNER | ||||||||
| SECRETARY | 1.00 | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERALD T GRANT | ||||||||
| TREASURER | 2.00 | 55.10 | Yes (X) | Yes (X) | $0 | $418,431 | $174,351 | |
| J MARK VANDERBECK | ||||||||
| ASSISTANT SECRETARY | 4.00 | 53.50 | Yes (X) | Yes (X) | $0 | $407,295 | $411,171 | |
| SUSAN B ALLMOND | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD L DAVIS | ||||||||
| DIRECTOR | 1.00 | 15.10 | Yes (X) | $0 | $0 | $0 | ||
| JOHN D FAIRCHILD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD J STEINER | ||||||||
| DIRECTOR | 0.10 | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KAREN I CHRISTIANSEN | ||||||||
| ASSISTANT TREASURER | 2.00 | 53.10 | Yes (X) | $0 | $271,298 | $26,801 | ||
| TERUKO WHITE | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 5.00 | $0 | $136,707 | $14,449 | Yes (X) | ||
| ROBYN CRANDALL | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 5.00 | $0 | $128,741 | $13,402 | Yes (X) | ||
| GEORGE CLEMES | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 5.00 | $0 | $114,584 | $1,469 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,098,893 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $666,454 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SC&A CONSTRUCTION INC | |||||
| PO BOX 7202 | WILMINGTON | DE | 19803 | GENERAL CONTRACTOR | $662,640 |
| GFP CEMENT CONTRACTORS LLC | |||||
| 101 S MARY STREET | NEWPORT | DE | 19804 | GENERAL CONTRACTOR | $657,871 |
| AEGIS THERAPIES INC | |||||
| PO BOX 8103 | FORT SMITH | AR | 72903 | THERAPY SERVICES | $266,540 |
| BLUE HEN MECHANICAL | |||||
| PO BOX 630 | MIDDLETOWN | DE | 197090630 | HVAC SERVICES | $242,790 |
| VRC SERVICES | |||||
| 330 AMOROSO WAY | NEWARK | DE | 19711 | GENERAL CONTRACTOR | $161,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $313,219 | RelatedOrganizationsAmt |
| Total Contributions | $313,219 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MONTHLY FEES | 623000 | $14,923,642 | $14,923,642 |
| ENTRANCE FEE AMORTIZATION | 623000 | $3,567,526 | $3,567,526 |
| MEDICAL SERVICES REVENUE | 623000 | $2,138,197 | $2,138,197 |
| MEDICARE AND MEDICAID | 623000 | $1,862,742 | $1,862,742 |
| RESIDENT ANCILLARY REVENUE | 623000 | $414,910 | $414,910 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $248,374 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,155,391 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,665 | TotalRevenueColumnAmt |
| Exclusion | $307,665 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,303,868 | SecuritiesAmt |
| Other | $820 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,954,758 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $349,110 | SecuritiesAmt |
| Other | $820 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $349,930 | TotalRevenueColumnAmt |
| Exclusion | $349,930 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFE & CATERING INCOME | 722210 | $106,266 | $106,266 |
| APARTMENT MODIFICATION | 623000 | $84,602 | $84,602 |
| GUEST SUITES REVENUE | 721000 | $58,530 | $58,530 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,316 | TotalRevenueColumnAmt |
| Exclusion | $153,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $402,714 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,528,919 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,155,391 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,060,309 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600 | TotalAmt |
| Program Services | $600 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,818,758 | TotalAmt |
| Program Services | $8,428,075 | ProgramServicesAmt |
| Management And General | $390,683 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,131 | TotalAmt |
| Program Services | $146,560 | ProgramServicesAmt |
| Management And General | $3,571 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087,198 | TotalAmt |
| Program Services | $1,016,246 | ProgramServicesAmt |
| Management And General | $70,952 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,529 | TotalAmt |
| Program Services | $626,344 | ProgramServicesAmt |
| Management And General | $34,185 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,579 | TotalAmt |
| Management And General | $21,579 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,883 | TotalAmt |
| Management And General | $34,883 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,248 | TotalAmt |
| Management And General | $63,248 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,567,959 | TotalAmt |
| Program Services | $1,451,000 | ProgramServicesAmt |
| Management And General | $116,959 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,005 | TotalAmt |
| Management And General | $114,005 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,442 | TotalAmt |
| Program Services | $819,661 | ProgramServicesAmt |
| Management And General | $86,781 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,839 | TotalAmt |
| Management And General | $65,839 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,741,406 | TotalAmt |
| Program Services | $1,741,406 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,492 | TotalAmt |
| Program Services | $54,074 | ProgramServicesAmt |
| Management And General | $2,418 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,874 | TotalAmt |
| Program Services | $820,874 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,499,572 | TotalAmt |
| Program Services | $3,480,546 | ProgramServicesAmt |
| Management And General | $19,026 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,400 | TotalAmt |
| Program Services | $407,208 | ProgramServicesAmt |
| Management And General | $3,192 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MANAGEMENT SERVICES | $1,535,940 | $1,535,940 | |
| FOOD EXPENSE | $1,100,617 | $22,546 | $1,078,071 |
| MEDICAL SUPPLIES | $212,220 | $212,220 | |
| BEAUTY & BARBER SHOP | $84,478 | $84,478 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,700 | TotalAmt |
| Program Services | $136,054 | ProgramServicesAmt |
| Management And General | $76,646 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,165,870 | TotalAmt |
| Program Services | $20,503,417 | ProgramServicesAmt |
| Management And General | $2,662,453 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,213 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,840,504 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,525,113 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,601 | BOYAmt |
| EOY | $0 | 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 | $114,056,207 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,719,247 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,249,518 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,547,498 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,288 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,056,189 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,763,984 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,019,201 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,675,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,875,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,679,252 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,012,437 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,496,254 | BOYAmt |
| EOY | $0 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,675,777 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,871,721 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,043,752 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,056,189 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,363,049 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $637,651 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$27,044,452 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $429,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $719,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $997,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,178,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,219 | CurrentTaxYearAmt |
| Total | $3,639,196 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,474,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,084,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,908,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,167,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,558,105 | CurrentTaxYearAmt |
| Total | $193,192,916 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,904,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,804,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,905,957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,346,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,871,324 | CurrentTaxYearAmt |
| Total | $196,832,112 | 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 | $196,832,112 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $655,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $358,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,061,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $574,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,665 | CurrentTaxYearAmt |
| Total | $2,958,139 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $655,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $358,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,061,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $574,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,665 | CurrentTaxYearAmt |
| Total | $2,958,139 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,646 | CurrentTaxYearMinus3YearsAmt |
| Total | $28,225 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,571,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,179,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,967,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,920,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,178,989 | CurrentTaxYearAmt |
| Total | $199,818,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98510 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98570 | PublicSupportPY509Pct |
| Investment Income CY | 0.01480 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01410 | 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, SECTION A | FormAndLineReferenceDesc |
| Explanation | THE CURRENT TAX YEAR ENDED JUNE 30, 2014. EFFECTIVE 7/1/2014, PENINSULA UNITED METHODIST HOMES, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,871,721 | BeginningYearBalanceAmt |
| Contributions | $10,746 | ContributionsAmt |
| Investment Earnings Or Losses | $23,928 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,906,395 | OtherExpendituresAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,864,387 | BeginningYearBalanceAmt |
| Contributions | $7,334 | ContributionsAmt |
| Investment Earnings Or Losses | $103,937 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $103,937 | OtherExpendituresAmt |
| End Year Balance | $1,871,721 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,853,550 | BeginningYearBalanceAmt |
| Contributions | $10,837 | ContributionsAmt |
| Investment Earnings Or Losses | $59,440 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $59,440 | OtherExpendituresAmt |
| End Year Balance | $1,864,387 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,753,383 | BeginningYearBalanceAmt |
| Contributions | $64,912 | ContributionsAmt |
| Investment Earnings Or Losses | $95,155 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $59,900 | OtherExpendituresAmt |
| End Year Balance | $1,853,550 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,753,383 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $104,112 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $104,112 | OtherExpendituresAmt |
| End Year Balance | $1,753,383 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,449,241 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $637,651 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $282,671 | OtherRevenueAmt |
| Revenue Not Reported | $920,322 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,528,919 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,528,919 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,165,870 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,165,870 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,165,870 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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; 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; AND PROVIDE FUNDS FOR FACILITY IMPROVEMENT AND MAINTENANCE. |
| PART X, LINE 2: | PENINSULA UNITED METHODIST HOMES, 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 UNCERTAINITES THAT MET THE RECOGNITION THRESHOLD IN 2014. THE FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE COMPANY FOR THE YEARS ENDED DECEMBER 31, 2013, 2012, AND 2011 HAVE BEEN FILED BUT REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON INVESTMENT CONTRACTS 77,825. CHANGE IN BENEFICIAL INTEREST IN INVESTMENTS OF PUMH FOUNDATION, INC. 204,846. |
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 | 0 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARVIN MASHNER | ||||||||||||||
| CHAIRMAN | $0 | $448,479 | $0 | $173,358 | $0 | $0 | $0 | $11,637 | $0 | $13,174 | $0 | $646,648 | $0 | $0 |
| GERALD T GRANT | ||||||||||||||
| TREASURER | $0 | $322,821 | $0 | $95,610 | $0 | $0 | $0 | $157,711 | $0 | $16,640 | $0 | $592,782 | $0 | $0 |
| J MARK VANDERBECK | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $320,635 | $0 | $86,660 | $0 | $0 | $0 | $404,178 | $0 | $6,993 | $0 | $818,466 | $0 | $0 |
| KAREN I CHRISTIANSEN | ||||||||||||||
| ASSISTANT TREASURER | $0 | $220,828 | $0 | $50,470 | $0 | $0 | $0 | $10,400 | $0 | $16,401 | $0 | $298,099 | $0 | $0 |
| TERUKO WHITE | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $116,631 | $0 | $20,076 | $0 | $0 | $0 | $5,723 | $0 | $8,726 | $0 | $151,156 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PENINSULA UNITED METHODIST HOMES, 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 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 COMPANY'S PRACTICE UNDER THE AUSPICES AND DIRECTION OF ITS MANAGEMENT COMPANY 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 2012, 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 FROM GERALD T. GRANT AND J. MARK VANDERBECK INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $147,311 FOR GERALD T. GRANT (NON-VESTED) AND $393,778 FOR J.MARK VANDERBECK (NON-VESTED). |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail (14 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| CASH - NON-INTEREST BEARING | 2014-07-01 | $6,150 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| SAVINGS & TEMPORARY CASH INVESTMENTS | 2014-07-01 | $511,977 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| ACCOUNTS RECEIVABLE, NET | 2014-07-01 | $1,995,087 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| PREPAID EXPENSES | 2014-07-01 | $321,905 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| LAND, BUILDINGS AND EQUIPMENT, NET | 2014-07-01 | $115,325,591 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| INVESTMENTS | 2014-07-01 | $41,970,748 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| OTHER ASSETS | 2014-07-01 | $2,385,760 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| ACCOUNTS PAYABLE AND ACCRUED EXPENSES | 2014-07-01 | -$4,752,301 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| DEFERRED REVENUE | 2014-07-01 | -$67,061,612 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| TAX-EXEMPT BOND LIABILITIES | 2014-07-01 | -$47,675,000 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| SECURED MORTGAGES & NOTES PAYABLE TO UNRELATED THIRD PARTIES | 2014-07-01 | -$14,515,000 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| OTHER LIABILITIES | 2014-07-01 | -$1,186,182 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| UNRESTRICTED NET ASSETS | 2014-07-01 | -$16,574,779 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||
| TEMPORARILY RESTRICTED NET ASSETS | 2014-07-01 | -$10,752,344 | BOOK VALUE | 231900132 | 375 MORRIS ROAD | WEST POINT | PA | 19486 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | Yes (1) | DirectorOfSuccessorInd |
| Employee Of Successor | 0 | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | 0 | LiabilitiesPaidInd |
| Bonds Outstanding | Yes (1) | BondsOutstandingInd |
| Bond Liabilities Discharged | 0 | BondLiabilitiesDischargedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2E: | EXPLANATION OF INVOLVEMENT: THE FOLLOWING PENINSULA UNITED METHODIST HOMES, INC. DIRECTORS AND OFFICERS ARE DIRECTORS AND OFFICERS OF THE TRANSFEREE ORGANIZATION, ACTS RETIREMENT-LIFE COMMUNITIES, INC.: MARVIN MASHNER, ELRIC C. GERNER, GERALD T. GRANT, J. MARK VANDERBECK, DONALD L. DAVIS AND KAREN I. CHRISTIANSEN |
| PART I, LINE 6C: | THE LIABILITIES INCLUDING TAX-EXEMPT BOND LIABILITIES OF PENINSULA UNITED METHODIST HOMES, INC. ("PUMH") WERE NOT DISCHARGED OR DEFEASED, BECAUSE THEY WERE TRANSFERRED TO ANOTHER 501(C)(3) ORGANIZATION, ACTS RETIREMENT-LIFE COMMUNITIES, INC. ("ACTS")(EIN 23-1900132), WITH THE MERGER ON 7/1/2014. BEFORE THE MERGER BOTH PUMH AND ACTS WERE MEMBERS OF THE ACTS OBLIGATED GROUP. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | EFFECTIVE 7/1/2014, PENINSULA UNITED METHODIST HOMES, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. |
| FORM 990, PART VI, SECTION A, LINE 3 | ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDED MANAGEMENT SERVICES TO PENINSULA UNITED METHODIST HOMES, INC. |
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE 7/1/2014, PENINSULA UNITED METHODIST HOMES, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. SEE SCHEDULE N FOR THE DISTRIBUTION OF ASSETS UPON DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 6 | PENINSULA UNITED METHODIST HOMES, INC. ("PUMH") IS A DELAWARE 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. EFFECTIVE 7/1/2014, PENINSULA UNITED METHODIST HOMES, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. |
| FORM 990, PART VI, SECTION A, LINE 7A | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC) IS THE SOLE MEMBER OF PENINSULA UNITED METHODIST HOMES, INC. AS SOLE MEMBER, IT HAS THE RIGHT TO ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD. EFFECTIVE 7/1/2014, PENINSULA UNITED METHODIST HOMES, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC) IS THE SOLE MEMBER OF PENINSULA UNITED METHODIST HOMES, INC. AS SOLE MEMBER, IT HAS THE RIGHT TO AMEND THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS. EFFECTIVE 7/1/2014, PENINSULA UNITED METHODIST HOMES, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. |
| 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 TWO CERTIFIED PUBLIC ACCOUNTANTS. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF PENINSULA UNITED METHODIST HOME'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 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 COMPANY'S PRACTICE UNDER THE AUSPICES AND DIRECTION OF ITS MANAGEMENT COMPANY 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 2012, 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 EACH OF THE ORGANIZATION'S COMMUNITIES. 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: | CHANGE IN BENEFICIAL INTEREST IN INVESTMENTS OF PUMH FOUNDATION, INC. 204,846. UNREALIZED GAIN ON INVESTMENT CONTRACTS 77,825. MERGER OF PENINSULA UNITED METHODIST HOMES, INC. INTO ACTS -27,327,123. |
| 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). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUMH FOUNDATION INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 912161987 | FUNDRAISING | DE | 501(C)(3) | 11A, TYPE 1 | PENINSULA UNITED METHODIST HOMES INC | 0 | |
| 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 RETIREMENT 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 | 0 | N/A | |
| 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 | |
| HERON POINT OF CHESTERTOWN INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 521530598 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | 9 | ACTS ACQUISITION COMPANY LLC | 0 | |
| PUMH HOME HEALTH CARE INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 510347212 | HOSPICE AND HOME HEALTH SERVICES | DE | 501(C)(3) | 9 | PENINSULA UNITED METHODIST HOMES INC | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VILLAGE NURSING CARE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD | AddressLine1Txt |
| City | WEST POINT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582643482 | EIN |
| Primary Activities | HOME HEALTH SERVICE AGENCY | PrimaryActivitiesTxt |
| Legal Domicile State | GA | 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 | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |