Totals
- Total revenue
- $24,002,150
- Total expenses
- $26,957,436
- Contributions and grants received
- $94,670
- Grants paid
- $0
- Program service revenue
- $23,329,825
- Investment income
- $486,145
- Other revenue
- $91,510
- Total assets, end of year
- $78,035,011
- Total liabilities, end of year
- $32,470,588
- Net assets or fund balances, end of year
- $45,564,423
- Program services expenses (Part IX)
- $23,565,942
- Management and general expenses
- $3,391,494
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $23,565,942
Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
GERALD T GRANT
CEO & VICE CHAIRMAN
- Total calculated
- $1,688,638
- From this org
- $0
- From related orgs
- $801,980
- Other
- $886,658
- Hours/week
- 3 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $627,767 related
- Bonus
- $0 + $174,213 related
- Other
- $0
- Deferred
- $0 + $871,666 related
- Nontaxable benefits
- $0 + $14,992 related
- Filer's total
- $0 + $1,688,638 related
-
KEVIN DONOGHUE
TREASURER (THRU 09/23)
- Total calculated
- $0
- Hours/week
- 3
-
MARY C CARROLL
DIRECTOR & CHAIR
- Total calculated
- $0
- Hours/week
- 3 + 1 related
-
MEL ORA
DIRECTOR & SECRETARY
- Total calculated
- $0
- Hours/week
- 3 + 1 related
-
MICHAEL D KELLY
DIRECTOR & TREASURER
- Total calculated
- $0
- Hours/week
- 3 + 4 related
-
STACY GALIK
SECRETARY (THRU 09/23)
- Total calculated
- $0
- Hours/week
- 3
-
BILL FRANCISCO
DIRECTOR (THRU 09/23)
- Total calculated
- $0
- Hours/week
- 3 + 1 related
-
CHARLES GAMBLE
DIRECTOR (THRU 09/23)
- Total calculated
- $0
- Hours/week
- 3
-
DANIEL WOLF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
DEBORAH POINTER KYNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
JAMES GLYNN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 1 related
-
JEFFREY BECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
JUDEE BAVARIA
DIRECTOR (THRU 09/23)
- Total calculated
- $0
- Hours/week
- 3 + 1 related
-
LINDA CHAMBERLAIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
GLENN D FOX
ASSISTANT SECRETARY
- Total calculated
- $994,824
- From this org
- $0
- From related orgs
- $480,703
- Other
- $514,121
- Hours/week
- 3 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $393,493 related
- Bonus
- $0 + $87,210 related
- Other
- $0
- Deferred
- $0 + $499,129 related
- Nontaxable benefits
- $0 + $14,992 related
- Filer's total
- $0 + $994,824 related
-
JONATHAN D GRANT
ASSISTANT SECRETARY
- Total calculated
- $454,862
- From this org
- $0
- From related orgs
- $418,490
- Other
- $36,372
- Hours/week
- 3 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $339,759 related
- Bonus
- $0 + $78,731 related
- Other
- $0
- Deferred
- $0 + $17,732 related
- Nontaxable benefits
- $0 + $18,640 related
- Filer's total
- $0 + $454,862 related
-
KAREN I CHRISTIANSEN
PRESIDENT & ASSISTANT TREASURER
- Total calculated
- $841,253
- From this org
- $0
- From related orgs
- $589,794
- Other
- $251,459
- Hours/week
- 3 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $462,613 related
- Bonus
- $0 + $127,181 related
- Other
- $0
- Deferred
- $0 + $232,821 related
- Nontaxable benefits
- $0 + $18,638 related
- Filer's total
- $0 + $841,253 related
-
KENT MCRAE
EXECUTIVE DIRECTOR (CEO/PRESIDENT THRU 09/23)
- Total calculated
- $210,616
- From this org
- $202,145
- From related orgs
- $0
- Other
- $8,471
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $192,689
- Bonus
- $9,456
- Other
- $0
- Deferred
- $2,628
- Nontaxable benefits
- $5,843
- Filer's total
- $210,616
-
Robert KELLY
VP of Financial Services (Officer thru 9/30/23)
- Total calculated
- $144,103
- From this org
- $133,118
- From related orgs
- $0
- Other
- $10,985
- Hours/week
- 45
-
SUSAN AHERN
Assistant Treasurer
- Total calculated
- $361,879
- From this org
- $0
- From related orgs
- $330,159
- Other
- $31,720
- Hours/week
- 3 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $271,757 related
- Bonus
- $0 + $58,402 related
- Other
- $0
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $18,520 related
- Filer's total
- $0 + $361,879 related
-
ANTOSIA LANG
DIRECTOR OF NURSING
- Total calculated
- $126,761
- From this org
- $119,059
- From related orgs
- $0
- Other
- $7,702
- Hours/week
- 40
-
ASHLEIGH MASI
DIRECTOR OF NURSING
- Total calculated
- $121,221
- From this org
- $117,082
- From related orgs
- $0
- Other
- $4,139
- Hours/week
- 40
-
CANDACE CORDER
GM DIRECTOR GENERAL SVCS & HOSPITALITY
- Total calculated
- $151,563
- From this org
- $142,923
- From related orgs
- $0
- Other
- $8,640
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $93,582
- Bonus
- $49,341
- Other
- $0
- Deferred
- $1,364
- Nontaxable benefits
- $7,276
- Filer's total
- $151,563
-
ELAINE HANRAHAN
SALES CONSULTANT
- Total calculated
- $128,790
- From this org
- $122,089
- From related orgs
- $0
- Other
- $6,701
- Hours/week
- 45
-
Rosalina Jabon
care coordinator
- Total calculated
- $104,475
- From this org
- $104,419
- From related orgs
- $0
- Other
- $56
- Hours/week
- 40
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
- 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)
- 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 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 2023, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE LEVELS FROM THE MEDIAN UP TO THE SEVENTY-FIFTH PERCENTILE AS IDENTIFIED IN THE STUDY. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT ACTS BOARD MEMBERS APPOINTED BY THE ACTS 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 CRITIERIA 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, 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), AND $4,532 FOR JONATHAN D. GRANT (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
No itemized grants to organizations on this return.
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.
-
ACTS RETIREMENT-LIFE COMMUNITIES INC
501(c)(3) · OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES · PA
Directly controlled by ACTS RETIREMENT SERVICES INC
-
501(c)(3) · SUPPORTING ORGANIZATION · PA
Directly controlled by NA
-
ACTS SIGNATURE COMMUNITY SERVICES INC
501(c)(3) · HOSPICE, HOME HEALTH AND PRIMARY CARE SERVICES · PA
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) · OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES · MD
Directly controlled by ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC
-
MEASE LIFE RESIDENTS FOUNDATION INC
501(c)(3) · FUNDRAISING · FL
Directly controlled by MEASE LIFE INC
-
501(c)(3) · FUNDRAISING · DE
Directly controlled by ACTS RETIREMENT-LIFE COMMUNITIES INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403179349301640
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