2024-11-12T08:46:13+00:00 2023-12-31 390859910 Baker Tilly Advisory Group LP 1570 Fruitville Pike Suite 400 Lancaster PA 17601 990 2023-01-01 900626767 ACTS RETIREMENT SERVICES INC GRP EXEMP ACTS 2156618330 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 GERALD T GRANT CEO 2156618330 2024-11-12 true true Kerri N Bogda CPA P00760402 7177404863 2024-11-12 2023 2024-10-15 13:58:12Z GERALD T GRANT 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 76134420 true true 5614 X WWW.ACTSRETIREMENT.ORG X ACTS RETIREMENT SERVICES' PURPOSE IS TO SERVE OLDER ADULTS SIXTY-TWO YEARS OF AGE AND OLDER, PROVIDING RETIREMENT-LIFE SERVICES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING CARE AND COMPLEMENTARY SERVICES; RESPONSIVE TO RESIDENT NEEDS IN A CHRISTIAN MANNER WITHOUT PREJUDICE OR PREFERENCE TO ANY FAITH, IN AN EXPRESSION OF LOVING KINDNESS. 8 6 937 87 0 0 0 0 68770236 75265070 668361 119526 131045 519 69569642 75385115 150450 0 0 0 63215200 68991508 0 4342 941519 7816725 10441343 71182375 79437193 -1612733 -4052078 52920011 52533325 40301474 43603578 12618537 8929747 ACTS RETIREMENT SERVICES, INC. IS COMMITTED TO PROVIDING SECURITY AND PEACE OF MIND TO SENIORS BY BEING THE PRE-EMINENT PROVIDER OF RETIREMENT-LIFE SERVICES, RESPONSIVE TO INDIVIDUAL, SOCIAL, PERSONAL, HEALTH AND SPIRITUAL NEEDS IN A CHRISTIAN ATMOSPHERE GRACED WITH LOVING KINDNESS, DIGNITY, SENSITIVITY, HONESTY, AND RESPECT WITHOUT PREJUDICE OR PREFERENCE. false false 64894336 0 75265070 ACTS SIGNATURE COMMUNITY SERVICES, INC. PROVIDES SERVICES, SUCH AS HOSPICE, HOME HEALTH, and primary care SERVICES, TO THE RESIDENTS LIVING IN CONTINUING CARE RETIREMENT COMMUNITIES THAT ARE RUN BY Acts Retirement-Life Communities, Inc. AND TO OTHER INDIVIDUALS WITHIN THE SURROUNDING COMMUNITY AND CONDUCTS OTHER ACTIVITIES AND STUDIES THAT AFFECT SENIORS. ACTS MANAGEMENT SERVICES, INC. PROVIDES CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES FOR ALL OF THE ACTS ENTITIES. 64894336 true false false false false false false false false true false false true false false false true false false false false false false false false false false false true false false false false false false true false false false false false true true false false false true 31 0 937 true false false false false false false false false false false false false X 8 6 true false true false false false false true true false false true true true true true true true true false X SUSAN AHERN TREASURER 2156618330 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 GERALD T GRANT CEO 11.0 39.0 X X 801980 0 886658 JOHN L ESTERHAI JR MD CHAIRMAN (AMS) & DIRECTOR (AMS/ASCS) 0.5 3.3 X X 0 0 0 KAREN I CHRISTIANSEN PRESIDENT, ASST SEC'Y (AMS), CHAIR (ASCS) 11.0 39.0 X X 589794 0 251459 DANIEL W LAWSON II DIRECTOR (AMS) 0.6 1.5 X 0 0 0 JASON GREER DIRECTOR (AMS) 0.4 1.0 X 0 0 0 JOHN E LAMMERS MD DIRECTOR (ASCS) 0.1 2.0 X 0 0 0 THOMAS A DUNN III DIRECTOR (AMS) 0.4 2.7 X 0 0 0 WARREN CALLAWAY DIRECTOR (AMS/ASCS) 0.5 1.0 X 0 0 0 BRIAN ROUNSAVILL VP, PROCUREMENT & CONTRACT MGMT 15.0 30.0 X 179785 0 7144 CHRISTOPHER J HARTMAN VP, IT OPERATIONS 15.0 30.0 X 225222 0 20407 DAVID VEGA VP, OPERATIONS ANALYSIS & COMP 15.0 30.0 X 205759 0 7698 DEIRDRE GROENEN SVP, CHIEF HUMAN RESOURCES 15.0 30.0 X 310806 0 20268 GARY J N GINTER SVP, PROCUREMENT & CONTRACT MGMT. (TO JULY 2023) 12.0 33.0 X 270969 0 16048 GEORGE R BRYAN VP OF OPERATIONS SOUTHEAST 15.0 30.0 X 288492 0 30221 GLENN D FOX EXEC VP, LEGAL & SECRETARY 11.0 39.0 X 480703 0 514121 HOLLY S SCHADE SVP, CHIEF CLINICAL OFFICER 25.0 20.0 X 373394 0 27170 JAMES H PETTY EVP, CHIEF STRATEGY OFFICER 15.0 30.0 X 361807 0 31823 JEFFERSON D KAIGHN EVP & CAO 15.0 30.0 X 416756 0 330912 JEREMY O NEELY SVP, COMMUNITY OPERATIONS 15.0 30.0 X 344186 0 31755 JONATHAN D GRANT EXEC VP & COO 15.0 35.0 X 418490 0 36372 KENNETH J KARMERIS SVP REAL ESTATE AND DEVEL. SVCS. (TO MARCH 2023) 20.0 25.0 X 347919 0 4964 LORI M WOODWARD SVP, CHIEF MARKETING OFFICER 20.0 25.0 X 365051 0 21194 MEGAN LONGLEY VP SALES 15.0 30.0 X 300634 0 19601 PATRICK M PLUMADORE VP, HOSPITALITY & RESTAUR. SVC. 15.0 30.0 X 300759 0 12721 PAUL M REINBOLD MD CMD VP & CHIEF MEDICAL DIRECTOR 15.0 30.0 X 371343 0 31784 PEGGY C VALDIVIA VP, FINANCIAL SVCS, ASST TREASURER 16.5 33.5 X 235074 0 20738 PETER J KRESS SVP & CIO 15.0 30.0 X 330337 0 28125 RICHARD D'AMICO SVP, REAL ESTATE & DEV SVCS (TO AUG 2023) 15.0 30.0 X 147800 0 6294 SEAN T FLETCHER VP, REAL ESTATE SERVICES 15.0 30.0 X 265369 0 18324 STEPHEN LA PIERRE VP OF OPERATIONS NORTHEAST 15.0 30.0 X 300455 0 19622 STEPHEN V EGGLES VP OF OPERATIONS MIDSOUTH 15.0 30.0 X 294778 0 27124 SUSAN AHERN SVP, CFO, TREASURER 12.5 37.5 X 330159 0 31720 TERESA MOORE VP, RESIDENT HEALTH SERVICES 15.0 30.0 X 231721 0 16943 TERUKO A WHITE VP OF OPERATIONS, MID-ATLANTIC 15.0 30.0 X 304321 0 27294 BRIAN RUTTER CMO, AAM 45.0 0.0 X 286454 0 19325 CATHERINE LECLERC EXECUTIVE DIRECTOR 5.0 40.0 X 224831 0 14990 CRAIG THOMPSON PRESIDENT, AAM 45.0 0.0 X 372365 0 28192 PATRICK PICCIOCCHI CHIEF HOSPITALITY OFFICER, AAM 45.0 0.0 X 213631 0 17192 SCOTT SUMMY CHIEF HUMAN RESOURCES, AAM 45.0 0.0 X 245119 0 17540 10736263 0 2595743 190 false true false WILLOW VALLEY ASSOCIATES INC 100 WILLOW VALLEY SQ LANCASTER PA 17602 PROPERTY MANAGEMENT 326906 CAREERBUILDER EMPLOYMENT SCREENINGS PO BOX 7410110 CHICAGO IL 606740110 MARKETING SERVICES 186644 RANDSTAD PROFESSIONALS PO BOX 7247-6655 PHILADELPHIA PA 191706655 TEMP STAFFING 151892 3 0 MGMT SERVICES REVENUE 541610 54917087 54917087 RESIDENT SERVICE REVENUE 623000 14498838 14498838 MEDICARE 623000 5849145 5849145 0 0 0 0 75265070 41442 41442 39416 39416 47550 47168 382 0 382 382 740805 701989 148 38816 -148 38668 38668 Miscellaneous Income 900099 123 123 DISCOUNTS EARNED 900099 14 14 0 0 0 0 137 75385115 75265070 0 120045 11892365 9513892 2378473 692357 553886 138471 45258898 38245686 6319142 694070 2387882 1890645 497237 4948911 3982764 963137 3010 3811095 3201431 561426 48238 52452 52452 107716 107716 4342 4342 74694 53907 20787 750709 664572 86137 0 109892 7259 102633 1463996 804165 606035 53796 129298 82797 20699 25802 649417 477396 172021 2089590 1641288 394351 53951 27614 27614 333189 333189 1400828 409003 991825 111407 105844 5563 BAD DEBT 1941023 1941023 MEDICAL SUPPLIES 419306 419306 EXCISE TAX 371205 296964 74241 MISCELLANEOUS EXPENSES 363070 276270 53319 33481 45937 19342 22553 4042 79437193 64894336 13601338 941519 175 175 3108058 3650020 2710720 2607382 0 0 755998 649377 20918232 5460722 15731267 15457510 3352914 9598518 0 0 3560000 2670000 23700879 17900343 52920011 52533325 24188426 29113642 0 16113048 14489936 0 0 40301474 43603578 X 12618537 8929747 12618537 8929747 52920011 52533325 -4052078 363288 0 X false false false X X X 5 ACTS SIGNATURE COMMUNITY SERVICES INC 264573131 9 true 0 1927059 ACTS RETIREMENT-LIFE COMMUNITIES Inc 231900132 9 true 0 43306159 PRESBYTERIAN RETIREMENT CORPORATION INC 630770753 9 false 0 94990 INTEGRACE INC 521710891 9 false 0 6570715 MEASE LIFE INC 591005403 9 false 0 407043 5 0 52305966 false false false false false false false false false false false false false false false true Schedule A, Part IV, Section A, Line 1 THIS RETURN IS A GROUP RETURN INCLUDING ACTS SIGNATURE COMMUNITY SERVICES, INC. WHICH IS A 501(C)(3) ORGANIZATION ORGANIZED UNDER 509 (A)(2), AND ACTS MANAGEMENT SERVICES, INC. WHICH IS A 501(C)(3) ORGANIZATION ORGANIZED UNDER 509(A)(3). ACTS RETIREMENT SERVICES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, WAS THE SOLE MEMBER OF ACTS SIGNATURE COMMUNITY SERVICES, INC. THROUGH DECEMBER 30, 2022. EFFECTIVE DECEMBER 31, 2022, ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, BECAME THE SOLE MEMBER OF ACTS SIGNATURE COMMUNITY SERVICES, INC. IN AUGUST 2024, ACTS SIGNATURE COMMUNITY SERVICES, INC. RECEIVED A SEPARATE IRS DETERMINATION LETTER AND IS NO LONGER A MEMBER OF THIS GROUP EXEMPTION EFFECTIVE JANUARY 31, 2024. Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY-OWNED SUBSIDIARY ACTS ACQUISITION and Development COMPANY, LLC), IS THE SOLE MEMBER OF INTEGRACE, INC., A MARYLAND TAX-EXEMPT ORGANIZATION AND MEASE LIFE, INC., A FLORIDA TAX-EXEMPT ORGANIZATION. ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY-OWNED SUBSIDIARY ACTS ACQUISITION and development COMPANY, LLC), WAS THE SOLE MEMBER OF PRESBYTERIAN RETIREMENT CORPORATION, INC., AN ALABAMA TAX-EXEMPT ORGANIZATION THROUGH JANUARY 31, 2023 until it merged with and into acts retirement-life communities, inc. THE SOLE MEMBER HAS THE RIGHT TO ELECT THE MEMBERS OF EACH ORGANIZATION'S BOARD AND AMEND THE ARTICLES OF INCORPORATION BYLAWS. EFFECTIVE 10/1/2023, ACTS RETIREMENT-LIFE COMMUNITIES, INC. BECAME THE SOLE MEMBER OF MEASE LIFE, INC. (EIN 59-10005403) WHICH WAS ADDED AS A SUPPORTED ORGANIZATION. ACTS RETIREMENT-LIFE COMMUNITIES, INC. (THROUGH ITS WHOLLY-OWNED SUBSIDIARY, ACTS ACQUISITION and development COMPANY, LLC) IS THE SOLE MEMBER OF MEASE LIFE, INC. MEASE LIFE, INC. IS PART OF A CLASS ALREADY DESIGNATED IN THE ORGANIZATION DOCUMENT. MEASE LIFE Residents Foundation, INC. (ALSO LISTED AS a SUPPORTED ORGANIZATION UNDER SCHEDULE A, PART 1, LINE 12G) is NOT CONSIDERED a SUPPORTED ORGANIZATION. MEASE LIFE, INC. IS CONSIDERED THE SOLE MEMBER OF THis ORGANIZATION. 750000 750000 19018926 4868665 14150261 1149306 592057 557249 15457510 DUE FROM AFFILIATED ORGANIZATIONS 17900343 17900343 X true false X X X X false true false false false false false false false KAREN I CHRISTIANSEN PRESIDENT, ASST SEC'Y (AMS), CHAIR (ASCS) 462613 0 127181 0 0 0 232821 0 18638 0 841253 0 0 0 GERALD T GRANT CEO 627767 0 174213 0 0 0 871666 0 14992 0 1688638 0 0 0 JEFFERSON D KAIGHN EVP & CAO 335538 0 81218 0 0 0 315920 0 14992 0 747668 0 0 0 JONATHAN D GRANT EXEC VP & COO 339759 0 78731 0 0 0 17732 0 18640 0 454862 0 0 0 PAUL M REINBOLD MD CMD VP & CHIEF MEDICAL DIRECTOR 314877 0 56466 0 0 0 13200 0 18584 0 403127 0 0 0 HOLLY S SCHADE SVP, CHIEF CLINICAL OFFICER 308996 0 64398 0 0 0 13200 0 13970 0 400564 0 0 0 LORI M WOODWARD SVP, CHIEF MARKETING OFFICER 299994 0 65057 0 0 0 13200 0 7994 0 386245 0 0 0 JAMES H PETTY EVP, CHIEF STRATEGY OFFICER 295422 0 66385 0 0 0 13200 0 18623 0 393630 0 0 0 KENNETH J KARMERIS SVP REAL ESTATE AND DEVEL. SVCS. (TO MARCH 2023) 287214 0 60705 0 0 0 2079 0 2885 0 352883 0 0 0 PETER J KRESS SVP & CIO 272295 0 58042 0 0 0 13200 0 14925 0 358462 0 0 0 JEREMY O NEELY SVP, COMMUNITY OPERATIONS 284404 0 59782 0 0 0 13200 0 18555 0 375941 0 0 0 GARY J N GINTER SVP, PROCUREMENT & CONTRACT MGMT. (TO JULY 2023) 214935 0 56034 0 0 0 8036 0 8012 0 287017 0 0 0 DEIRDRE GROENEN SVP, CHIEF HUMAN RESOURCES 255112 0 55694 0 0 0 12390 0 7878 0 331074 0 0 0 TERUKO A WHITE VP OF OPERATIONS, MID-ATLANTIC 256423 0 47898 0 0 0 12421 0 14873 0 331615 0 0 0 GEORGE R BRYAN VP OF OPERATIONS SOUTHEAST 243102 0 45390 0 0 0 11770 0 18451 0 318713 0 0 0 STEPHEN V EGGLES VP OF OPERATIONS MIDSOUTH 248368 0 46410 0 0 0 12003 0 15121 0 321902 0 0 0 PATRICK M PLUMADORE VP, HOSPITALITY & RESTAUR. SVC. 257299 0 43460 0 0 0 11984 0 737 0 313480 0 0 0 MEGAN LONGLEY VP SALES 256441 0 44193 0 0 0 11750 0 7851 0 320235 0 0 0 STEPHEN LA PIERRE VP OF OPERATIONS NORTHEAST 258008 0 42447 0 0 0 11774 0 7848 0 320077 0 0 0 SEAN T FLETCHER VP, REAL ESTATE SERVICES 228244 0 37125 0 0 0 10534 0 7790 0 283693 0 0 0 TERESA MOORE VP, RESIDENT HEALTH SERVICES 198265 0 33456 0 0 0 9204 0 7739 0 248664 0 0 0 DAVID VEGA VP, OPERATIONS ANALYSIS & COMP 187343 0 18416 0 0 0 0 0 7698 0 213457 0 0 0 GLENN D FOX EXEC VP, LEGAL & SECRETARY 393493 0 87210 0 0 0 499129 0 14992 0 994824 0 0 0 SUSAN AHERN SVP, CFO, TREASURER 271757 0 58402 0 0 0 13200 0 18520 0 361879 0 0 0 PEGGY C VALDIVIA VP, FINANCIAL SVCS, ASST TREASURER 200821 0 34253 0 0 0 9420 0 11318 0 255812 0 0 0 RICHARD D'AMICO SVP, REAL ESTATE & DEV SVCS (TO AUG 2023) 117366 0 30434 0 0 0 0 0 6294 0 154094 0 0 0 CHRISTOPHER J HARTMAN VP, IT OPERATIONS 191037 0 34185 0 0 0 9084 0 11323 0 245629 0 0 0 BRIAN ROUNSAVILL VP, PROCUREMENT & CONTRACT MGMT 163024 0 16761 0 0 0 7076 0 68 0 186929 0 0 0 CRAIG THOMPSON PRESIDENT, AAM 316140 0 56225 0 0 0 13200 0 14992 0 400557 0 0 0 BRIAN RUTTER CMO, AAM 268404 0 18050 0 0 0 11609 0 7716 0 305779 0 0 0 SCOTT SUMMY CHIEF HUMAN RESOURCES, AAM 206644 0 38475 0 0 0 9842 0 7698 0 262659 0 0 0 CATHERINE LECLERC EXECUTIVE DIRECTOR 203796 0 21035 0 0 0 7688 0 7302 0 239821 0 0 0 PATRICK PICCIOCCHI CHIEF HOSPITALITY OFFICER, AAM 194778 0 18853 0 0 0 8241 0 8951 0 230823 0 0 0 Schedule J, Part I, Line 1a Travel for companions THE ORGANIZATION HAS AN ANNUAL BOARD OF DIRECTORS' EDUCATIONAL RETREAT NEAR ONE OR MORE OF THE ORGANIZATION'S 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 THE ORGANIZATIONAL PLANS AND STRATEGIES. AS SUCH, THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO ENGAGE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2023, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSTION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT LEVELS FROM THE MEDIAN UP TO THE SEVENTY-FIFTH PERCENTILE AS IDENTIFIED IN THE STUDY. THE REPORTS' GENERAL FINDINGS ARE REVIEWED WITH BOARD OFFICERS. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN, GERALD T. GRANT, GLENN D. FOX, JEFFERSON D. KAIGHN, AND JONATHAN D. GRANT INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $219,621 FOR KAREN I. CHRISTIANSEN (NON-VESTED), $858,466 FOR GERALD T. GRANT (NON-VESTED), $485,929 FOR GLENN D. FOX (NON-VESTED), $302,720 FOR JEFFERSON D. KAIGHN (NON-VESTED), AND $4,532 FOR JONATHAN D. GRANT (NON-VESTED). Karen Christiansen Officer of Act Management Services, Inc. (AMS) 160700 FAMILY RELATIONSHIP; KAREN I. CHRISTIANSEN, AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS TWO FAMILY MEMBERS WHO ARE EMPLOYED BY ARLCM. MRS. CHRISTIANSEN DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. false christopher j hartman sr Officer of Acts retirement-life communities management, llc (ARLCM) 177564 FAMILY RELATIONSHIP; CHRISTOPHER J. HARTMAN, SR., AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS TWO FAMILY MEMBERS WHO ARE EMPLOYED BY ARLCM. MR. HARTMAN DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. false Susan Ahern Officer of AMS 114717 FAMILY RELATIONSHIP; SUSAN AHERN, AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS TWO FAMILY MEMBERs WHO are EMPLOYED BY ARLCM. MS. AHERN DOES NOT DIRECTLY SUPERVISE THeSe INDIVIDUALs, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. false Peggy Valdivia Officer of ARLCM 92444 FAMILY RELATIONSHIP; Peggy Valdivia, AN OFFICER OF ARLCM, HAS one FAMILY MEMBER WHO is EMPLOYED BY ARLCM. MS. Valdivia DOES NOT DIRECTLY SUPERVISE THis INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. false Stephen Eggles Officer of ARLCM 146932 FAMILY RELATIONSHIP; Stephen Eggles, AN OFFICER OF ARLCM, HAS one FAMILY MEMBER WHO is EMPLOYED BY ARLCM. Mr. Eggles DOES NOT DIRECTLY SUPERVISE THis INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. false Form 990, Part VI, Line 1a THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO TRANSACT SUCH BUSINESS AS SHALL BE NECESSARY FOR THE ADMINISTRATION AND OPERATION OF THE CORPORATION BETWEEN BOARD OF DIRECTORS MEETINGS SUBJECT TO CERTAIN LIMITS SPECIFIED IN THE BYLAWS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons KAREN I. CHRISTIANSEN, an officer of Acts Management Services, Inc. CHRISTOPHER J. HARTMAN, an officer of Acts Retirement-Life Communities Management, LLC - Family relationship Form 990, Part VI, Line 4 Significant changes to organizational documents ACTS RETIREMENT SERVICES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, WAS THE SOLE MEMBER OF ACTS SIGNATURE COMMUNITY SERVICES, INC. THROUGH DECEMBER 30, 2022. EFFECTIVE DECEMBER 31, 2022, ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, BECAME THE SOLE MEMBER of ACTS SIGNATURE COMMUNITY SERVICES, INC. IN AUGUST 2024, ACTS SIGNATURE COMMUNITY SERVICES, INC. RECEIVED A SEPARATE IRS DETERMINATION LETTER AND IS NO LONGER A MEMBER OF THIS GROUP EXEMPTION EFFECTIVE JANUARY 31, 2024. Form 990, Part VI, Line 11b Review of form 990 by governing body AFTER REVIEW BY THE ACTS' CFO, THE FORM 990 IS REVIEWED BEFORE FILING, BY THE ACTS BOARD OF DIRECTORS' AUDIT and compliance COMMITTEE, WHICH INCLUDES one CERTIFIED PUBLIC ACCOUNTANT. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF THE ACTS RETIREMENT SERVICES, INC. GOVERNING BODY BEFORE FILING. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO ENGAGE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2023, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSTION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT LEVELS FROM THE MEDIAN UP TO THE SEVENTY-FIFTH PERCENTILE AS IDENTIFIED IN THE STUDY. THE REPORTS' GENERAL FINDINGS ARE REVIEWED WITH BOARD OFFICERS. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. Form 990, Part VI, Line 19 Required documents available to the public 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. Form 990, Part VII, Section A, Line 1a COMPENSATION OF OFFICERS* OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR KAREN I. CHRISTIANSEN (NON-VESTED), GERALD T. GRANT (NON-VESTED), GLENN D. FOX (NON-VESTED), JEFFERSON D. KAIGHN (NON-VESTED), AND JONATHAN D. GRANT (NON-VESTED). ACTS RETIREMENT-LIFE COMMUNITIES MANAGEMENT LLC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 921611678 PROVIDES MANAGEMENT AND RELATED SERVICES TO SENIOR LIVING PROVIDERS PA 42341202 14975504 ACTS MANAGEMENT SERVICES INC ACTS ALLIANCE MANAGEMENT LLC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 873659859 PROVIDES MANAGEMENT AND RELATED SERVICES TO SENIOR LIVING PROVIDERS PA 4274729 3303836 ACTS MANAGEMENT SERVICES INC ACTS RETIREMENT-LIFE COMMUNITIES INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 231900132 OWNER AND OPERATOR OF CONTINUNING CARE RETIREMENT COMMUNITIES PA 501(c)(3) 10 ACTS RETIREMENT SERVICES INC false ACTS LEGACY FOUNDATION INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 912161987 FUNDRAISING DE 501(c)(3) Type I ACTS RETIREMENT-LIFE COMMUNITIES INC false INTEGRACE INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 521710891 OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES MD 501(c)(3) 10 ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC false MEASE LIFE INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 591005403 CONTINUING CARE RETIREMENT COMMUNITY FL 501(c)(3) 10 ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC false MEASE LIFE RESIDENTS FOUNDATION INC 700 MEASE PLAZA DUNEDIN FL 346986680 592437006 FUNDRAISING FL 501(c)(3) Type III-FI MEASE LIFE INC false PRESBYTERIAN RETIREMENT CORPORATION INC 420 Delaware Drive Fort Washington PA 190342711 630770753 CONTINUING CARE RETIREMENT COMMUNITY AL 501(c)(3) 10 ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC false false false false false false false false false false true true true false true true true true true true