Nonprofit · EIN 90-0626767
ACTS RETIREMENT SERVICES INC
Also known as GRP EXEMPTION
Tax-exempt · FT WASHINGTON, PA 19034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $61,757,809 | $62,155,306 | -$397,497 | $58,880,792 | $41,269,798 | $17,610,994 |
| December 31, 2023 | 990 | $75,385,115 | $79,437,193 | -$4,052,078 | $52,533,325 | $43,603,578 | $8,929,747 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $61,586,947
- Investment income
- $152,231
- Net rental income
- $18,472
- Net gain from sales of assets
- -$93,464
- Other revenue
- $18,631
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $16,518,964
- Other salaries and wages
- $29,414,148
- Salaries, compensation and benefits (total)
- $55,209,870
- Professional fundraising fees
- $5,295
- Legal fees
- $40,849
- Accounting fees
- $46,045
- Occupancy
- $723,146
- Travel
- $2,418,920
- Depreciation
- $1,262,234
- Program services (functional)
- $47,947,958
- Management and general (functional)
- $13,220,965
- Fundraising (functional)
- $986,383
Balance sheet and other
- Total assets, start of year
- $52,533,325
- Total assets, end of year
- $58,880,792
- Total liabilities, end of year
- $41,269,798
- Net assets, end of year
- $17,610,994
- Land, buildings and equipment
- $15,123,916
- Publicly traded securities
- $8,451,569
- Net assets without donor restrictions
- $17,610,994
- Gross receipts
- $70,834,059
- Employees
- 380
- Volunteers
- 3
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFERSON KAIGHN | EXEC VP, CAO (THRU 11/24) Officer | 15 | $2,703,748 | $26,602 |
| GERALD T GRANT | CEO & DIRECTOR Trustee or director, Officer | 10 | $873,088 | $922,751 |
| GLENN D FOX | EXEC VP, GENERAL COUNSEL, SECRETARY Officer | 10 | $499,910 | $493,396 |
| KAREN I CHRISTIANSEN | PRESIDENT, ASSISTANT SEC'Y, DIRECTOR Trustee or director, Officer | 10 | $637,993 | $276,649 |
| JONATHAN D GRANT | EXEC VP, COO Officer | 15 | $458,040 | $144,921 |
| JAMES H PETTY | EVP, CHIEF STRATEGY OFFICER Officer | 15 | $405,125 | $144,497 |
| KENT MCRAE | EXECUTIVE DIRECTOR (THRU 10/31/24) Highest-paid employee | 5 | $407,792 | $20,506 |
| PAUL M REINBOLD | VP, CHIEF MEDICAL DIRECTOR Officer | 15 | $395,169 | $32,389 |
| HOLLY S SCHADE | SVP, CHIEF CLINICAL OFFICER Officer | 25 | $396,372 | $25,569 |
| CRAIG THOMPSON | SVP, CHIEF PROPERTY & SUSTAINABILITY OFFICER Officer | 15 | $391,130 | $29,946 |
| LORI M WOODWARD | SVP, CHIEF MARKETING OFFICER Officer | 20 | $393,190 | $22,360 |
| JEREMY O NEELY | SVP, COMMUNITY OPERATIONS OFFICER Officer | 15 | $386,209 | $26,333 |
| SUSAN AHERN | SVP, CFO, TREASURER Officer | 12 | $367,783 | $33,889 |
| PETER J KRESS | SVP, CIO Officer | 15 | $363,990 | $29,917 |
| DEIRDRE GROENEN | SVP, CHIEF HUMAN RESOURCES OFFICER Officer | 15 | $346,849 | $22,302 |
24 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERUKO A WHITE | VP OF OPERATIONS, NORTHEAST Officer | 15 | $333,306 | $29,681 |
| BRIAN RUTTER | SVP, CHIEF COMM. & BRAND OFFICER Officer | 15 | $334,889 | $22,078 |
| STEPHEN V EGGLES | VP OF OPERATIONS, MID-SOUTH Officer | 15 | $329,618 | $23,021 |
| GEORGE R BRYAN | VP OF OPERATIONS, SOUTHEAST Officer | 15 | $314,983 | $32,862 |
| MEGAN LONGLEY | VP SALES Officer | 15 | $324,283 | $21,193 |
| SEAN T FLETCHER | SVP, REAL ESTATE SERVICES Officer | 15 | $307,630 | $20,591 |
| PEGGY C VALDIVIA | VP, FINANCIAL SVCS, ASST TREASURER Officer | 15.5 | $253,989 | $22,383 |
| PATRICK PICCIOCCHI | VP, CULINARY & RESIDENT EXPERIENCE Officer | 15 | $252,717 | $18,485 |
| TERESA MOORE | VP, RESIDENT HEALTH SERVICES Officer | 15 | $246,914 | $17,975 |
| CHRISTOPHER J HARTMAN SR | VP, IT OPERATIONS Officer | 15 | $237,815 | $21,855 |
| JODIE REINHART | VP, STRATEGY & BUSINESS DEVELOPMENT Officer | 15 | $230,955 | $17,090 |
| DAVID VEGA | VP, OPERATIONAL ANALYSIS & COMP Officer | 15 | $238,319 | $8,266 |
| MICHAEL SALITSKY | VP, OPERATIONS, MID-ATLANTIC REGION Officer | 15 | $224,328 | $21,225 |
| JOYA MAROTTA | EXECUTIVE DIRECTOR Highest-paid employee | 5 | $220,334 | $24,633 |
| PATRICIA ALDERSON | CORP. DIR. REHAB SVCS & HOME HEALTH Highest-paid employee | 5 | $217,292 | $24,410 |
| BRIAN LEVESQUE | EXECUTIVE DIRECTOR Highest-paid employee | 5 | $221,924 | $18,627 |
| BRIAN ROUNSAVILL | VP, PROCUREMENT & CONTRACT MGMT Officer | 15 | $225,475 | $9,337 |
| SCOTT SUMMY | CHIEF HUMAN RESOURCES, AAM Highest-paid employee | 45 | $218,829 | $15,789 |
| STEPHEN LA PIERRE | VP OPERATIONS, NORTHEAST(THRU 3/24) Officer | 15 | $173,336 | $6,296 |
| KENNETH J KARMERIS | FMR SVP RE & DEVEL SVCS. (THRU 3/23) Former | 20 | $137,800 | $0 |
| PATRICK M PLUMADORE | VP,HOSPITALITY & RESTAUR(THRU 2/24) Officer | 15 | $76,531 | $1,727 |
| JOHN L ESTERHAI JR MD | DIRECTOR, CHAIRMAN Trustee or director, Officer | 0.4 | $0 | $0 |
| WARREN CALLAWAY | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| DANIEL W LAWSON II | DIRECTOR Trustee or director | 0.6 | $0 | $0 |
990 for the year ended December 31, 2023: 39 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GERALD T GRANT | CEO Trustee or director, Officer | 11 | $801,980 | $886,658 |
| GLENN D FOX | EXEC VP, LEGAL & SECRETARY Officer | 11 | $480,703 | $514,121 |
| KAREN I CHRISTIANSEN | PRESIDENT, ASST SEC'Y (AMS), CHAIR (ASCS) Trustee or director, Officer | 11 | $589,794 | $251,459 |
| JEFFERSON D KAIGHN | EVP & CAO Officer | 15 | $416,756 | $330,912 |
| JONATHAN D GRANT | EXEC VP & COO Officer | 15 | $418,490 | $36,372 |
| PAUL M REINBOLD MD CMD | VP & CHIEF MEDICAL DIRECTOR Officer | 15 | $371,343 | $31,784 |
| HOLLY S SCHADE | SVP, CHIEF CLINICAL OFFICER Officer | 25 | $373,394 | $27,170 |
| CRAIG THOMPSON | PRESIDENT, AAM Highest-paid employee | 45 | $372,365 | $28,192 |
| JAMES H PETTY | EVP, CHIEF STRATEGY OFFICER Officer | 15 | $361,807 | $31,823 |
| LORI M WOODWARD | SVP, CHIEF MARKETING OFFICER Officer | 20 | $365,051 | $21,194 |
| JEREMY O NEELY | SVP, COMMUNITY OPERATIONS Officer | 15 | $344,186 | $31,755 |
| SUSAN AHERN | SVP, CFO, TREASURER Officer | 12.5 | $330,159 | $31,720 |
| PETER J KRESS | SVP & CIO Officer | 15 | $330,337 | $28,125 |
| KENNETH J KARMERIS | SVP REAL ESTATE AND DEVEL. SVCS. (TO MARCH 2023) Officer | 20 | $347,919 | $4,964 |
| TERUKO A WHITE | VP OF OPERATIONS, MID-ATLANTIC Officer | 15 | $304,321 | $27,294 |
| DEIRDRE GROENEN | SVP, CHIEF HUMAN RESOURCES Officer | 15 | $310,806 | $20,268 |
| STEPHEN V EGGLES | VP OF OPERATIONS MIDSOUTH Officer | 15 | $294,778 | $27,124 |
| MEGAN LONGLEY | VP SALES Officer | 15 | $300,634 | $19,601 |
| STEPHEN LA PIERRE | VP OF OPERATIONS NORTHEAST Officer | 15 | $300,455 | $19,622 |
| GEORGE R BRYAN | VP OF OPERATIONS SOUTHEAST Officer | 15 | $288,492 | $30,221 |
| PATRICK M PLUMADORE | VP, HOSPITALITY & RESTAUR. SVC. Officer | 15 | $300,759 | $12,721 |
| BRIAN RUTTER | CMO, AAM Highest-paid employee | 45 | $286,454 | $19,325 |
| GARY J N GINTER | SVP, PROCUREMENT & CONTRACT MGMT. (TO JULY 2023) Officer | 12 | $270,969 | $16,048 |
| SEAN T FLETCHER | VP, REAL ESTATE SERVICES Officer | 15 | $265,369 | $18,324 |
| SCOTT SUMMY | CHIEF HUMAN RESOURCES, AAM Highest-paid employee | 45 | $245,119 | $17,540 |
| PEGGY C VALDIVIA | VP, FINANCIAL SVCS, ASST TREASURER Officer | 16.5 | $235,074 | $20,738 |
| TERESA MOORE | VP, RESIDENT HEALTH SERVICES Officer | 15 | $231,721 | $16,943 |
| CHRISTOPHER J HARTMAN | VP, IT OPERATIONS Officer | 15 | $225,222 | $20,407 |
| CATHERINE LECLERC | EXECUTIVE DIRECTOR Highest-paid employee | 5 | $224,831 | $14,990 |
| PATRICK PICCIOCCHI | CHIEF HOSPITALITY OFFICER, AAM Highest-paid employee | 45 | $213,631 | $17,192 |
| DAVID VEGA | VP, OPERATIONS ANALYSIS & COMP Officer | 15 | $205,759 | $7,698 |
| BRIAN ROUNSAVILL | VP, PROCUREMENT & CONTRACT MGMT Officer | 15 | $179,785 | $7,144 |
| RICHARD D'AMICO | SVP, REAL ESTATE & DEV SVCS (TO AUG 2023) Officer | 15 | $147,800 | $6,294 |
| JOHN L ESTERHAI JR MD | CHAIRMAN (AMS) & DIRECTOR (AMS/ASCS) Trustee or director, Officer | 0.5 | $0 | $0 |
| DANIEL W LAWSON II | DIRECTOR (AMS) Trustee or director | 0.6 | $0 | $0 |
| JASON GREER | DIRECTOR (AMS) Trustee or director | 0.4 | $0 | $0 |
| JOHN E LAMMERS MD | DIRECTOR (ASCS) Trustee or director | 0.1 | $0 | $0 |
| THOMAS A DUNN III | DIRECTOR (AMS) Trustee or director | 0.4 | $0 | $0 |
| WARREN CALLAWAY | DIRECTOR (AMS/ASCS) Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 420 DELAWARE DR, FT WASHINGTON, PA 19034-2711
- Principal officer (990 for 2024)
- GERALD T GRANT, 420 DELAWARE DRIVE, FORT WASHINGTON, PA 190342711
- Signed the 990
- SUSAN AHERN, TREASURER
- Phone
- (215) 661-8330
- Website
- WWW.ACTSRETIREMENT.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
ACTS RETIREMENT SERVICES, INC. IS COMMITTED TO PROVIDING SECURITY AND PEACE OF MIND TO SENIORS BY BEING THE PRE-EMINENT PROVIDER OF RETIREMENT-LIFE SERVICES, RESPONSIVE TO INDIVIDUAL, SOCIAL, PERSONAL, HEALTH AND SPIRITUAL NEEDS IN A CHRISTIAN ATMOSPHERE GRACED WITH LOVING KINDNESS, DIGNITY, SENSITIVITY, HONESTY, AND RESPECT WITHOUT PREJUDICE OR PREFERENCE.
Program accomplishments
- ACTS MANAGEMENT SERVICES, INC. (AMS) PROVIDES CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES FOR ALL OF THE ACTS ENTITIES.Expenses $47,947,958 · revenue $61,595,329
What it must file and when
IRS records say it files Group return. Included in a group return filed by its parent. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 90-0626767
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Group return
- Group exemption
- 5614: ACTS RETIREMENT SERVICES INC
- Assets (IRS master file)
- $58,880,792
- Income (IRS master file)
- $70,834,059
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $61,757,809 | $62,155,306 | $58,880,792 | XML |
| 990 | December 2023 | $75,385,115 | $79,437,193 | $52,533,325 | XML |
| 990 | December 2022 | $69,569,642 | $71,182,375 | $52,920,011 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 90-0626767).
Questions about ACTS RETIREMENT SERVICES INC
- What is the EIN of ACTS RETIREMENT SERVICES INC?
- The employer identification number (EIN) of ACTS RETIREMENT SERVICES INC is 90-0626767.
- Is ACTS RETIREMENT SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Which annual return does ACTS RETIREMENT SERVICES INC file?
- Form Group return. Included in a group return filed by its parent.
- When is the next return of ACTS RETIREMENT SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ACTS RETIREMENT SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ACTS RETIREMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 names GERALD T GRANT.
- Who are the officers and directors of ACTS RETIREMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 39 people; 36 received compensation from the organization, the highest $2,703,748 (JEFFERSON KAIGHN, EXEC VP, CAO (THRU 11/24)).
- How much revenue does ACTS RETIREMENT SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $61,757,809, expenses of $62,155,306 and total assets of $58,880,792 at year end.
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