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Nonprofiteer
← ACTS RETIREMENT SERVICES INC

Form 990 for tax year 2022

Filed by ACTS RETIREMENT SERVICES INC.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Balance sheet

Part X, book values.

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

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.

Activities or mission (Part I)

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.

  • ACTS RETIREMENT SERVICES, INC., AS THE SUPPORTING ORGANIZATION, OVERSEES THE MISSION AND PROVIDES OVERALL STRATEGIC DIRECTION FOR THE ACTS ENTITIES.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • GERALD T GRANT

    DIRECTOR & CEO

    Total calculated
    $1,360,520
    From this org
    $0
    From related orgs
    $818,586
    Other
    $541,934
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $602,062 related
    Bonus
    $0 + $216,524 related
    Other
    $0
    Deferred
    $0 + $527,221 related
    Nontaxable benefits
    $0 + $14,713 related
    Filer's total
    $0 + $1,360,520 related

  • JOHN L ESTERHAI JR MD

    CHAIRMAN & DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3.3 related

  • ELRIC C GERNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • MICHAEL D KELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • DILIP A KULATHUM

    DIRECTOR (TO 12/4/23)

    Total calculated
    $0
    Hours/week
    1 + 4.1 related

  • KAREN I CHRISTIANSEN

    PRESIDENT & ASSISTANT SECRETARY

    Total calculated
    $805,791
    From this org
    $0
    From related orgs
    $593,046
    Other
    $212,745
    Hours/week
    0.5 + 54.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $444,870 related
    Bonus
    $0 + $148,176 related
    Other
    $0
    Deferred
    $0 + $194,451 related
    Nontaxable benefits
    $0 + $18,294 related
    Filer's total
    $0 + $805,791 related

  • GLENN D FOX

    SECRETARY

    Total calculated
    $824,418
    From this org
    $0
    From related orgs
    $463,488
    Other
    $360,930
    Hours/week
    2 + 48.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,548 related
    Bonus
    $0 + $98,940 related
    Other
    $0
    Deferred
    $0 + $346,217 related
    Nontaxable benefits
    $0 + $14,713 related
    Filer's total
    $0 + $824,418 related

  • SUSAN AHERN

    TREASURER

    Total calculated
    $344,108
    From this org
    $0
    From related orgs
    $313,772
    Other
    $30,336
    Hours/week
    0.5 + 52.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,606 related
    Bonus
    $0 + $59,166 related
    Other
    $0
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $18,136 related
    Filer's total
    $0 + $344,108 related

  • PEGGY C VALDIVIA

    ASSISTANT TREASURER

    Total calculated
    $234,993
    From this org
    $0
    From related orgs
    $208,602
    Other
    $26,391
    Hours/week
    0.5 + 48.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,090 related
    Bonus
    $0 + $31,512 related
    Other
    $0
    Deferred
    $0 + $8,482 related
    Nontaxable benefits
    $0 + $17,909 related
    Filer's total
    $0 + $234,993 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
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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 ENGAGE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP POSITIONS.
PART I, LINE 4B
OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN, GLENN D. FOX AND GERALD T. GRANT INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $182,251 FOR KAREN I. CHRISTIANSEN (NON-VESTED), $334,017 FOR GLENN D. FOX (NON-VESTED), AND $515,021 FOR GERALD T. 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 SIGNATURE COMMUNITY SERVICES

    501(C)(3) · HOSPICE, HOME HEALTH AND PRIMARY CARE SERVICES · PA · controlled entity

    Directly controlled by ACTS RETIREMENT SERVICES INC

  • ACTS MANAGEMENT SERVICES INC

    501(C)(3) · CENTRALIZED MANAGEMENT & DEVELOPMENT SERVICES · PA · controlled entity

    Directly controlled by ACTS RETIREMENT SERVICES INC

  • ACTS RETIREMENT-LIFE COMMUNITIES INC

    501(C)(3) · OWNER AND OPERATOR OF CONTINUING CARE RETIREMENT COMMUNITIES · PA · controlled entity

    Directly controlled by ACTS RETIREMENT SERVICES INC

  • ACTS LEGACY FOUNDATION INC

    501(C)(3) · FUNDRAISING · DE · controlled entity

    Directly controlled by ACTS RETIREMENT SERVICES INC

  • HERON POINT OF CHESTERTOWN INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD · controlled entity

    Directly controlled by ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC

  • PRESBYTERIAN RETIREMENT CORPORATION INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · AL · controlled entity

    Directly controlled by ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC

  • THE EVERGREENS

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · NJ · controlled entity

    Directly controlled by ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC

  • COPPER RIDGE INC

    501(C)(3) · LONG-TERM CARE FACILITY · MD · controlled entity

    Directly controlled by INTEGRACE INC

  • INTEGRACE INC

    501(C)(3) · OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES · MD · controlled entity

    Directly controlled by ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202313189349301676

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