Form 990 for tax year 2022
Filed by ACTS COMMUNITIES OF MARYLAND INC.
Totals
- Total revenue
- $65,268,314
- Total expenses
- $66,425,662
- Contributions and grants received
- $1,801,411
- Grants paid
- $2,430
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $57,733,477
- Management and general expenses
- $8,692,185
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $57,733,477
Program services were 86.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
GERALD T GRANT
CHAIRMAN & CEO
- Total calculated
- $1,360,520
- From this org
- $0
- From related orgs
- $818,586
- Other
- $541,934
- Hours/week
- 1 + 54.1 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
-
KAREN I CHRISTIANSEN
PRESIDENT & VICE CHAIRMAN
- Total calculated
- $805,791
- From this org
- $0
- From related orgs
- $593,046
- Other
- $212,745
- Hours/week
- 1 + 54.1 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
-
ANNE WEATHERHOLT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
DILIP A KULATHUM
DIRECTOR (TO 12/4/22)
- Total calculated
- $0
- Hours/week
- 0.5 + 4.6 related
-
ELRIC C GERNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3 + 2.7 related
-
SUSAN B ALLMOND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.6 related
-
JAMES RYAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
ALVA BAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
CLINTON PETTUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
GLENN D FOX
SECRETARY
- Total calculated
- $824,418
- From this org
- $0
- From related orgs
- $463,488
- Other
- $360,930
- Hours/week
- 5 + 45.1 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
-
JONATHAN D GRANT
ASSISTANT SECRETARY
- Total calculated
- $406,827
- From this org
- $0
- From related orgs
- $381,300
- Other
- $25,527
- Hours/week
- 1 + 47.1 related
Schedule J breakdown matched by us
- Base
- $0 + $307,944 related
- Bonus
- $0 + $73,356 related
- Other
- $0
- Deferred
- $0 + $7,278 related
- Nontaxable benefits
- $0 + $18,249 related
- Filer's total
- $0 + $406,827 related
-
SUSAN AHERN
TREASURER
- Total calculated
- $344,108
- From this org
- $0
- From related orgs
- $313,772
- Other
- $30,336
- Hours/week
- 1 + 52.1 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
-
SUSAN ARCADIA
EXECUTIVE DIRECTOR
- Total calculated
- $180,729
- From this org
- $0
- From related orgs
- $164,509
- Other
- $16,220
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $164,509 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $3,285 related
- Nontaxable benefits
- $0 + $12,935 related
- Filer's total
- $0 + $180,729 related
-
GEORGE CLEMES
EXECUTIVE DIRECTOR
- Total calculated
- $209,055
- From this org
- $0
- From related orgs
- $200,841
- Other
- $8,214
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $173,929 related
- Bonus
- $0 + $26,912 related
- Other
- $0
- Deferred
- $0 + $8,009 related
- Nontaxable benefits
- $0 + $205 related
- Filer's total
- $0 + $209,055 related
-
RICHARD A CURTIS
EXECUTIVE DIRECTOR
- Total calculated
- $236,249
- From this org
- $0
- From related orgs
- $213,430
- Other
- $22,819
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $182,227 related
- Bonus
- $0 + $31,203 related
- Other
- $0
- Deferred
- $0 + $8,808 related
- Nontaxable benefits
- $0 + $14,011 related
- Filer's total
- $0 + $236,249 related
-
SHEILA B AKAYA
REGISTERED NURSE
- Total calculated
- $229,743
- From this org
- $205,723
- From related orgs
- $0
- Other
- $24,020
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $202,698
- Bonus
- $3,025
- Other
- $0
- Deferred
- $6,559
- Nontaxable benefits
- $17,461
- Filer's total
- $229,743
-
LINDSAY PATTERSON
LICENSED PRACTICAL NURSE
- Total calculated
- $181,953
- From this org
- $172,318
- From related orgs
- $0
- Other
- $9,635
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,593
- Bonus
- $725
- Other
- $0
- Deferred
- $2,588
- Nontaxable benefits
- $7,047
- Filer's total
- $181,953
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 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 2020, 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 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, 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.
-
501(C)(3) · LONG-TERM CARE FACILITY · MD · controlled entity
Directly controlled by INTEGRACE INC
-
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
-
ACTS SIGNATURE COMMUNITY SERVICES INC
501(C)(3) · HOSPICE, HOME HEALTH AND PRIMARY CARE SERVICES · PA
Directly controlled by ACTS RETIREMENT SERVICES INC
-
501(C)(3) · CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES · PA
Directly controlled by ACTS RETIREMENT SERVICES INC
-
501(C)(3) · FUNDRAISING · DE
Directly controlled by ACTS RETIREMENT SERVICES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · NJ
Directly controlled by ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC
-
PRESBYTERIAN RETIREMENT CORPORATION INC
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · AL
Directly controlled by ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC
-
HERON POINT OF CHESTERTOWN INC
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
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
- 202323189349300747
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