Form 990 for tax year 2024
Filed by ACTS RETIREMENT-LIFE COMMUNITIES INC.
Totals
- Total revenue
- $619,296,438
- Total expenses
- $609,641,314
- Contributions and grants received
- $3,842,892
- Grants paid
- $130,811
- Program service revenue
- $573,282,583
- Investment income
- $16,180,448
- Other revenue
- $25,990,515
- Total assets, end of year
- $2,141,298,267
- Total liabilities, end of year
- $1,999,943,537
- Net assets or fund balances, end of year
- $141,354,730
- Program services expenses (Part IX)
- $518,501,491
- Management and general expenses
- $91,103,615
- Fundraising expenses
- $36,208
- Program service expenses (Part III)
- $518,501,491
Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
GERALD T GRANT
CEO & DIRECTOR
- Total calculated
- $1,795,839
- From this org
- $0
- From related orgs
- $873,088
- Other
- $922,751
- Hours/week
- 32 + 18 related
Schedule J breakdown matched by us
- Base
- $0 + $649,885 related
- Bonus
- $0 + $223,203 related
- Other
- $0
- Deferred
- $0 + $906,605 related
- Nontaxable benefits
- $0 + $16,146 related
- Filer's total
- $0 + $1,795,839 related
-
KAREN I CHRISTIANSEN
PRESIDENT, ASST TREASURER, DIRECTOR
- Total calculated
- $914,642
- From this org
- $0
- From related orgs
- $637,993
- Other
- $276,649
- Hours/week
- 32 + 18 related
Schedule J breakdown matched by us
- Base
- $0 + $477,469 related
- Bonus
- $0 + $160,524 related
- Other
- $0
- Deferred
- $0 + $256,560 related
- Nontaxable benefits
- $0 + $20,089 related
- Filer's total
- $0 + $914,642 related
-
JOHN L ESTERHAI JR MD
DIRECTOR & CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2.3 + 1.5 related
-
MICHAEL D KELLY
DIRECTOR & VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2 + 5 related
-
ELRIC C GERNER
DIRECTOR & SECRETARY
- Total calculated
- $0
- Hours/week
- 1.7 + 1.9 related
-
MARVIN MASHNER
DIRECTOR & TREASURER
- Total calculated
- $0
- Hours/week
- 2.75 + 2.3 related
-
SUSAN B ALLMOND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5 + 1 related
-
KATHRYN L BROD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
WARREN E CALLAWAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
H BRUCE DETWEILER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8 + 1 related
-
ROBERT B EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4 + 1 related
-
JILL GILBERT
DIRECTOR (THRU 8/30/24)
- Total calculated
- $0
- Hours/week
- 1
-
JAMES T GLYNN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JASON J GREER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN E LAMMERS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1.1 related
-
DANIEL W LAWSON II
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1.6 related
-
DANIEL R MIDDLEBROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFFERSON KAIGHN
EXEC VP, CAO (THRU 11/24)
- Total calculated
- $2,730,350
- From this org
- $0
- From related orgs
- $2,703,748
- Other
- $26,602
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $399,618 related
- Bonus
- $0 + $179,621 related
- Other
- $0 + $2,124,509 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $12,802 related
- Filer's total
- $0 + $2,730,350 related
-
GLENN D FOX
EXEC VP, GENERAL COUNSEL, ASST. SEC'Y
- Total calculated
- $993,306
- From this org
- $0
- From related orgs
- $499,910
- Other
- $493,396
- Hours/week
- 28 + 22 related
Schedule J breakdown matched by us
- Base
- $0 + $393,206 related
- Bonus
- $0 + $106,704 related
- Other
- $0
- Deferred
- $0 + $477,250 related
- Nontaxable benefits
- $0 + $16,146 related
- Filer's total
- $0 + $993,306 related
-
JONATHAN D GRANT
EXEC VP, COO
- Total calculated
- $602,961
- From this org
- $0
- From related orgs
- $458,040
- Other
- $144,921
- Hours/week
- 31 + 19 related
Schedule J breakdown matched by us
- Base
- $0 + $358,668 related
- Bonus
- $0 + $99,372 related
- Other
- $0
- Deferred
- $0 + $124,832 related
- Nontaxable benefits
- $0 + $20,089 related
- Filer's total
- $0 + $602,961 related
-
JAMES H PETTY
EVP, CHIEF STRATEGY OFFICER
- Total calculated
- $549,622
- From this org
- $0
- From related orgs
- $405,125
- Other
- $144,497
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $325,515 related
- Bonus
- $0 + $79,610 related
- Other
- $0
- Deferred
- $0 + $124,421 related
- Nontaxable benefits
- $0 + $20,076 related
- Filer's total
- $0 + $549,622 related
-
HOLLY S SCHADE
SVP, CHIEF CLINICAL OFFICER
- Total calculated
- $421,941
- From this org
- $0
- From related orgs
- $396,372
- Other
- $25,569
- Hours/week
- 20 + 25 related
Schedule J breakdown matched by us
- Base
- $0 + $314,676 related
- Bonus
- $0 + $81,696 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $11,769 related
- Filer's total
- $0 + $421,941 related
-
PAUL M REINBOLD
VP, CHIEF MEDICAL DIRECTOR
- Total calculated
- $427,558
- From this org
- $0
- From related orgs
- $395,169
- Other
- $32,389
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $325,023 related
- Bonus
- $0 + $70,146 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $18,589 related
- Filer's total
- $0 + $427,558 related
-
LORI M WOODWARD
SVP, CHIEF MARKETING OFFICER
- Total calculated
- $415,550
- From this org
- $0
- From related orgs
- $393,190
- Other
- $22,360
- Hours/week
- 25 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $313,580 related
- Bonus
- $0 + $79,610 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $8,560 related
- Filer's total
- $0 + $415,550 related
-
CRAIG THOMPSON
SVP, CHIEF PROPERTY & SUSTAINABILITY OFFICER
- Total calculated
- $421,076
- From this org
- $0
- From related orgs
- $391,130
- Other
- $29,946
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $316,412 related
- Bonus
- $0 + $74,718 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $16,146 related
- Filer's total
- $0 + $421,076 related
-
JEREMY O NEELY
SVP, COMMUNITY OPERATIONS OFFICER
- Total calculated
- $412,542
- From this org
- $0
- From related orgs
- $386,209
- Other
- $26,333
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $308,345 related
- Bonus
- $0 + $77,864 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $12,533 related
- Filer's total
- $0 + $412,542 related
-
SUSAN AHERN
SVP, CFO, TREASURER (AADC)
- Total calculated
- $401,672
- From this org
- $0
- From related orgs
- $367,783
- Other
- $33,889
- Hours/week
- 38 + 12 related
Schedule J breakdown matched by us
- Base
- $0 + $296,305 related
- Bonus
- $0 + $71,478 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $20,089 related
- Filer's total
- $0 + $401,672 related
-
PETER J KRESS
SVP, CIO
- Total calculated
- $393,907
- From this org
- $0
- From related orgs
- $363,990
- Other
- $29,917
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $291,441 related
- Bonus
- $0 + $72,549 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $16,117 related
- Filer's total
- $0 + $393,907 related
-
DEIRDRE GROENEN
SVP, CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $369,151
- From this org
- $0
- From related orgs
- $346,849
- Other
- $22,302
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $278,180 related
- Bonus
- $0 + $68,669 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $8,502 related
- Filer's total
- $0 + $369,151 related
-
BRIAN RUTTER
SVP, CHIEF COMM. & BRAND OFFICER
- Total calculated
- $356,967
- From this org
- $0
- From related orgs
- $334,889
- Other
- $22,078
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $316,060 related
- Bonus
- $0 + $18,829 related
- Other
- $0
- Deferred
- $0 + $13,518 related
- Nontaxable benefits
- $0 + $8,560 related
- Filer's total
- $0 + $356,967 related
-
TERUKO A WHITE
VP OF OPERATIONS, NORTHEAST
- Total calculated
- $362,987
- From this org
- $0
- From related orgs
- $333,306
- Other
- $29,681
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $272,759 related
- Bonus
- $0 + $60,547 related
- Other
- $0
- Deferred
- $0 + $13,621 related
- Nontaxable benefits
- $0 + $16,060 related
- Filer's total
- $0 + $362,987 related
-
STEPHEN V EGGLES
VP OF OPERATIONS, MID-SOUTH
- Total calculated
- $352,639
- From this org
- $0
- From related orgs
- $329,618
- Other
- $23,021
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $269,683 related
- Bonus
- $0 + $59,935 related
- Other
- $0
- Deferred
- $0 + $13,103 related
- Nontaxable benefits
- $0 + $9,918 related
- Filer's total
- $0 + $352,639 related
-
MEGAN LONGLEY
VP SALES
- Total calculated
- $345,476
- From this org
- $0
- From related orgs
- $324,283
- Other
- $21,193
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $269,453 related
- Bonus
- $0 + $54,830 related
- Other
- $0
- Deferred
- $0 + $12,734 related
- Nontaxable benefits
- $0 + $8,459 related
- Filer's total
- $0 + $345,476 related
-
GEORGE R BRYAN
VP OF OPERATIONS, SOUTHEAST
- Total calculated
- $347,845
- From this org
- $0
- From related orgs
- $314,983
- Other
- $32,862
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $256,951 related
- Bonus
- $0 + $58,032 related
- Other
- $0
- Deferred
- $0 + $12,874 related
- Nontaxable benefits
- $0 + $19,988 related
- Filer's total
- $0 + $347,845 related
-
SEAN T FLETCHER
SVP, REAL ESTATE SERVICES
- Total calculated
- $328,221
- From this org
- $0
- From related orgs
- $307,630
- Other
- $20,591
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $259,230 related
- Bonus
- $0 + $48,400 related
- Other
- $0
- Deferred
- $0 + $12,204 related
- Nontaxable benefits
- $0 + $8,387 related
- Filer's total
- $0 + $328,221 related
-
PEGGY C VALDIVIA
VP, FINANCIAL SVCS, ASST TREAS (AADC)
- Total calculated
- $276,372
- From this org
- $0
- From related orgs
- $253,989
- Other
- $22,383
- Hours/week
- 34.5 + 15.5 related
Schedule J breakdown matched by us
- Base
- $0 + $211,254 related
- Bonus
- $0 + $42,735 related
- Other
- $0
- Deferred
- $0 + $10,175 related
- Nontaxable benefits
- $0 + $12,208 related
- Filer's total
- $0 + $276,372 related
-
PATRICK PICCIOCCHI
VP, CULINARY & RESIDENT EXPERIENCE
- Total calculated
- $271,202
- From this org
- $0
- From related orgs
- $252,717
- Other
- $18,485
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $210,822 related
- Bonus
- $0 + $41,895 related
- Other
- $0
- Deferred
- $0 + $10,199 related
- Nontaxable benefits
- $0 + $8,286 related
- Filer's total
- $0 + $271,202 related
-
TERESA MOORE
VP, RESIDENT HEALTH SERVICES
- Total calculated
- $264,889
- From this org
- $0
- From related orgs
- $246,914
- Other
- $17,975
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $205,227 related
- Bonus
- $0 + $41,687 related
- Other
- $0
- Deferred
- $0 + $9,677 related
- Nontaxable benefits
- $0 + $8,298 related
- Filer's total
- $0 + $264,889 related
-
DAVID VEGA
VP, OPERATIONAL ANALYSIS & COMP
- Total calculated
- $246,585
- From this org
- $0
- From related orgs
- $238,319
- Other
- $8,266
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $197,989 related
- Bonus
- $0 + $40,330 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,266 related
- Filer's total
- $0 + $246,585 related
-
CHRISTOPHER J HARTMAN
VP, IT OPERATIONS
- Total calculated
- $259,670
- From this org
- $0
- From related orgs
- $237,815
- Other
- $21,855
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $196,237 related
- Bonus
- $0 + $41,578 related
- Other
- $0
- Deferred
- $0 + $9,673 related
- Nontaxable benefits
- $0 + $12,182 related
- Filer's total
- $0 + $259,670 related
-
JODIE REINHART
VP, STRATEGY & BUSINESS DEVELOPMENT
- Total calculated
- $248,045
- From this org
- $0
- From related orgs
- $230,955
- Other
- $17,090
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $190,824 related
- Bonus
- $0 + $40,131 related
- Other
- $0
- Deferred
- $0 + $9,365 related
- Nontaxable benefits
- $0 + $7,725 related
- Filer's total
- $0 + $248,045 related
-
BRIAN ROUNSAVILL
VP, PROCUREMENT & CONTRACT MGMT
- Total calculated
- $234,812
- From this org
- $0
- From related orgs
- $225,475
- Other
- $9,337
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $196,779 related
- Bonus
- $0 + $28,696 related
- Other
- $0
- Deferred
- $0 + $8,784 related
- Nontaxable benefits
- $0 + $553 related
- Filer's total
- $0 + $234,812 related
-
MICHAEL SALITSKY
VP, OPERATIONS, MID-ATLANTIC REGION
- Total calculated
- $245,553
- From this org
- $0
- From related orgs
- $224,328
- Other
- $21,225
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $194,598 related
- Bonus
- $0 + $29,730 related
- Other
- $0
- Deferred
- $0 + $9,195 related
- Nontaxable benefits
- $0 + $12,030 related
- Filer's total
- $0 + $245,553 related
-
STEPHEN LA PIERRE
VP OPERATIONS, NORTHEAST (THRU 3/24)
- Total calculated
- $179,632
- From this org
- $0
- From related orgs
- $173,336
- Other
- $6,296
- Hours/week
- 30 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $124,456 related
- Bonus
- $0 + $48,880 related
- Other
- $0
- Deferred
- $0 + $4,385 related
- Nontaxable benefits
- $0 + $1,911 related
- Filer's total
- $0 + $179,632 related
-
PATRICK M PLUMADORE
VP, HOSPITALITY & RESTAUR(THRU 02/24)
- Total calculated
- $78,258
- From this org
- $0
- From related orgs
- $76,531
- Other
- $1,727
- Hours/week
- 30 + 15 related
-
CATHERINE LECLERC
EXECUTIVE DIRECTOR
- Total calculated
- $229,668
- From this org
- $0
- From related orgs
- $213,206
- Other
- $16,462
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $182,384 related
- Bonus
- $0 + $30,822 related
- Other
- $0
- Deferred
- $0 + $8,599 related
- Nontaxable benefits
- $0 + $7,863 related
- Filer's total
- $0 + $229,668 related
-
KENT MCRAE
EXECUTIVE DIRECTOR (THRU 10/24)
- Total calculated
- $428,298
- From this org
- $0
- From related orgs
- $407,792
- Other
- $20,506
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $392,663 related
- Bonus
- $0 + $15,129 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $6,706 related
- Filer's total
- $0 + $428,298 related
-
JOYA MAROTTA
EXECUTIVE DIRECTOR
- Total calculated
- $244,967
- From this org
- $0
- From related orgs
- $220,334
- Other
- $24,633
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $185,965 related
- Bonus
- $0 + $34,369 related
- Other
- $0
- Deferred
- $0 + $9,128 related
- Nontaxable benefits
- $0 + $15,505 related
- Filer's total
- $0 + $244,967 related
-
BRIAN LEVESQUE
EXECUTIVE DIRECTOR
- Total calculated
- $240,551
- From this org
- $0
- From related orgs
- $221,924
- Other
- $18,627
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $191,084 related
- Bonus
- $0 + $30,840 related
- Other
- $0
- Deferred
- $0 + $6,733 related
- Nontaxable benefits
- $0 + $11,894 related
- Filer's total
- $0 + $240,551 related
-
PATRICIA ALDERSON
CORP. DIR. REHAB SVCS & HOME HEALTH
- Total calculated
- $241,702
- From this org
- $0
- From related orgs
- $217,292
- Other
- $24,410
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $190,483 related
- Bonus
- $0 + $26,809 related
- Other
- $0
- Deferred
- $0 + $8,941 related
- Nontaxable benefits
- $0 + $15,469 related
- Filer's total
- $0 + $241,702 related
-
KENNETH J KARMERIS
FORMER REAL ESTATE & DEV. CONS.
- Total calculated
- $137,800
- From this org
- $0
- From related orgs
- $137,800
- Other
- $0
- Hours/week
- 25 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $137,800 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $137,800 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- 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 ORGANIZATIONAL PLANS AND STRATEGIES. AS SUCH, THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION.
- PART I, LINE 3
- IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM 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, IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITEMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE 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.
- PART I, LINE 4B
- OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN, GERALD T. GRANT, GLENN D. FOX, JEFFERSON D. KAIGHN, JONATHAN D. GRANT, AND JAMES H. PETTY INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $242,760 FOR KAREN I. CHRISTIANSEN (NON-VESTED), $892,805 FOR GERALD T. GRANT (NON-VESTED), $463,450 FOR GLENN D. FOX (NON-VESTED), $977,045 FOR JEFFERSON D. KAIGHN (VESTED), $111,032 FOR JONATHAN D. GRANT (NON-VESTED), AND $110,621 FOR JAMES H. PETTY (NON-VESTED).
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$7,500
SPONSOR THE ANNUAL GOLF CLASSIC
-
TO ASSIST THE SOUP KITCHEN'S MISSION OF FEEDING THE HUNGRY
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · SUPPORTING ORGANIZATION · PA
-
ACTS SIGNATURE COMMUNITY SERVICES INC
501(C)(3) · HOSPICE, HOME HEALTH AND PRIMARY CARE SERVICES · PA · controlled entity
Directly controlled by ACTS RETIREMENT -LIFE COMMUNITIES INC
-
501(C)(3) · CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES · PA
Directly controlled by ACTS RETIREMENT SERVICES INC
-
501(C)(3) · FUNDRAISING · DE · controlled entity
Directly controlled by ACTS RETIREMENT -LIFE COMMUNITIES INC
-
ACTS COMMUNITIES OF MARYLAND INC FKA INTEGRACE INC
501(C)(3) · OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES · MD
Directly controlled by ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC
-
BONITA SPRINGS RETIREMENT VILLAGE INC
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · FL
Directly controlled by ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC
-
MEASE LIFE RESIDENTS FOUNDATION INC (THRU 53124)
501(C)(3) · FUNDRAISING · FL
Directly controlled by MEASE LIFE INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · FL
Directly controlled by ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC
ACQUISITION AND DEVELOPMENT SERVICES, FLOW THROUGH ENTITY · FL · income $20,955,922 · assets $4,030,825
Directly controlled by ACTS RETIREMENT-LIFE COMMUNITIES INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523189349306612
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