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ACTS RETIREMENT SERVICES INC

EIN 90-0626767 FT WASHINGTON, PA

Revenue 2024
$61,757,809
Expenses 2024
$62,155,306

Program services were 77.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1000
Street
420 DELAWARE DR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of ACTS RETIREMENT SERVICES INC (EIN 26-4573260). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • GERALD T GRANT

    CEO & DIRECTOR

    Total calculated
    $1,795,839
    From this org
    $873,088
    From related orgs
    $0
    Other
    $922,751
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $649,885
    Bonus
    $223,203
    Other
    $0
    Deferred
    $906,605
    Nontaxable benefits
    $16,146
    Filer's total
    $1,795,839

  • KAREN I CHRISTIANSEN

    PRESIDENT, ASSISTANT SEC'Y, DIRECTOR

    Total calculated
    $914,642
    From this org
    $637,993
    From related orgs
    $0
    Other
    $276,649
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $477,469
    Bonus
    $160,524
    Other
    $0
    Deferred
    $256,560
    Nontaxable benefits
    $20,089
    Filer's total
    $914,642

  • JOHN L ESTERHAI JR MD

    DIRECTOR, CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.4 + 3.4 related

  • WARREN CALLAWAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 1.1 related

  • DANIEL W LAWSON II

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.6 + 1.5 related

  • JEFFERSON KAIGHN

    EXEC VP, CAO (THRU 11/24)

    Total calculated
    $2,730,350
    From this org
    $2,703,748
    From related orgs
    $0
    Other
    $26,602
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $399,618
    Bonus
    $179,621
    Other
    $2,124,509
    Deferred
    $13,800
    Nontaxable benefits
    $12,802
    Filer's total
    $2,730,350

  • GLENN D FOX

    EXEC VP, GENERAL COUNSEL, SECRETARY

    Total calculated
    $993,306
    From this org
    $499,910
    From related orgs
    $0
    Other
    $493,396
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $393,206
    Bonus
    $106,704
    Other
    $0
    Deferred
    $477,250
    Nontaxable benefits
    $16,146
    Filer's total
    $993,306

  • JONATHAN D GRANT

    EXEC VP, COO

    Total calculated
    $602,961
    From this org
    $458,040
    From related orgs
    $0
    Other
    $144,921
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $358,668
    Bonus
    $99,372
    Other
    $0
    Deferred
    $124,832
    Nontaxable benefits
    $20,089
    Filer's total
    $602,961

  • JAMES H PETTY

    EVP, CHIEF STRATEGY OFFICER

    Total calculated
    $549,622
    From this org
    $405,125
    From related orgs
    $0
    Other
    $144,497
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $325,515
    Bonus
    $79,610
    Other
    $0
    Deferred
    $124,421
    Nontaxable benefits
    $20,076
    Filer's total
    $549,622

  • HOLLY S SCHADE

    SVP, CHIEF CLINICAL OFFICER

    Total calculated
    $421,941
    From this org
    $396,372
    From related orgs
    $0
    Other
    $25,569
    Hours/week
    25 + 20 related

    Schedule J breakdown matched by us

    Base
    $314,676
    Bonus
    $81,696
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $11,769
    Filer's total
    $421,941

  • PAUL M REINBOLD

    VP, CHIEF MEDICAL DIRECTOR

    Total calculated
    $427,558
    From this org
    $395,169
    From related orgs
    $0
    Other
    $32,389
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $325,023
    Bonus
    $70,146
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $18,589
    Filer's total
    $427,558

  • LORI M WOODWARD

    SVP, CHIEF MARKETING OFFICER

    Total calculated
    $415,550
    From this org
    $393,190
    From related orgs
    $0
    Other
    $22,360
    Hours/week
    20 + 25 related

    Schedule J breakdown matched by us

    Base
    $313,580
    Bonus
    $79,610
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $8,560
    Filer's total
    $415,550

  • CRAIG THOMPSON

    SVP, CHIEF PROPERTY & SUSTAINABILITY OFFICER

    Total calculated
    $421,076
    From this org
    $391,130
    From related orgs
    $0
    Other
    $29,946
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $316,412
    Bonus
    $74,718
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $16,146
    Filer's total
    $421,076

  • JEREMY O NEELY

    SVP, COMMUNITY OPERATIONS OFFICER

    Total calculated
    $412,542
    From this org
    $386,209
    From related orgs
    $0
    Other
    $26,333
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $308,345
    Bonus
    $77,864
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $12,533
    Filer's total
    $412,542

  • SUSAN AHERN

    SVP, CFO, TREASURER

    Total calculated
    $401,672
    From this org
    $367,783
    From related orgs
    $0
    Other
    $33,889
    Hours/week
    12 + 38 related

    Schedule J breakdown matched by us

    Base
    $296,305
    Bonus
    $71,478
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $20,089
    Filer's total
    $401,672

  • PETER J KRESS

    SVP, CIO

    Total calculated
    $393,907
    From this org
    $363,990
    From related orgs
    $0
    Other
    $29,917
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $291,441
    Bonus
    $72,549
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $16,117
    Filer's total
    $393,907

  • DEIRDRE GROENEN

    SVP, CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $369,151
    From this org
    $346,849
    From related orgs
    $0
    Other
    $22,302
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $278,180
    Bonus
    $68,669
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $8,502
    Filer's total
    $369,151

  • BRIAN RUTTER

    SVP, CHIEF COMM. & BRAND OFFICER

    Total calculated
    $356,967
    From this org
    $334,889
    From related orgs
    $0
    Other
    $22,078
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $316,060
    Bonus
    $18,829
    Other
    $0
    Deferred
    $13,518
    Nontaxable benefits
    $8,560
    Filer's total
    $356,967

  • TERUKO A WHITE

    VP OF OPERATIONS, NORTHEAST

    Total calculated
    $362,987
    From this org
    $333,306
    From related orgs
    $0
    Other
    $29,681
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $272,759
    Bonus
    $60,547
    Other
    $0
    Deferred
    $13,621
    Nontaxable benefits
    $16,060
    Filer's total
    $362,987

  • STEPHEN V EGGLES

    VP OF OPERATIONS, MID-SOUTH

    Total calculated
    $352,639
    From this org
    $329,618
    From related orgs
    $0
    Other
    $23,021
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $269,683
    Bonus
    $59,935
    Other
    $0
    Deferred
    $13,103
    Nontaxable benefits
    $9,918
    Filer's total
    $352,639

  • MEGAN LONGLEY

    VP SALES

    Total calculated
    $345,476
    From this org
    $324,283
    From related orgs
    $0
    Other
    $21,193
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $269,453
    Bonus
    $54,830
    Other
    $0
    Deferred
    $12,734
    Nontaxable benefits
    $8,459
    Filer's total
    $345,476

  • GEORGE R BRYAN

    VP OF OPERATIONS, SOUTHEAST

    Total calculated
    $347,845
    From this org
    $314,983
    From related orgs
    $0
    Other
    $32,862
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $256,951
    Bonus
    $58,032
    Other
    $0
    Deferred
    $12,874
    Nontaxable benefits
    $19,988
    Filer's total
    $347,845

  • SEAN T FLETCHER

    SVP, REAL ESTATE SERVICES

    Total calculated
    $328,221
    From this org
    $307,630
    From related orgs
    $0
    Other
    $20,591
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $259,230
    Bonus
    $48,400
    Other
    $0
    Deferred
    $12,204
    Nontaxable benefits
    $8,387
    Filer's total
    $328,221

  • PEGGY C VALDIVIA

    VP, FINANCIAL SVCS, ASST TREASURER

    Total calculated
    $276,372
    From this org
    $253,989
    From related orgs
    $0
    Other
    $22,383
    Hours/week
    15.5 + 34.5 related

    Schedule J breakdown matched by us

    Base
    $211,254
    Bonus
    $42,735
    Other
    $0
    Deferred
    $10,175
    Nontaxable benefits
    $12,208
    Filer's total
    $276,372

  • PATRICK PICCIOCCHI

    VP, CULINARY & RESIDENT EXPERIENCE

    Total calculated
    $271,202
    From this org
    $252,717
    From related orgs
    $0
    Other
    $18,485
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $210,822
    Bonus
    $41,895
    Other
    $0
    Deferred
    $10,199
    Nontaxable benefits
    $8,286
    Filer's total
    $271,202

The first 25 listed. 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $61,757,809
    Expenses
    $62,155,306
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $75,385,115
    Expenses
    $79,437,193
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $69,569,642
    Expenses
    $71,182,375
    Contributions
    $0
    Grants paid
    $150,450

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.