- Revenue 2024
- $24,394,854
- Expenses 2024
- $32,592,839
Program services were 75.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- L22
- 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).
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/CHAIRMAN/DIRECTOR (EFF. 11/1/24)
- Total calculated
- $1,795,839
- From this org
- $0
- From related orgs
- $873,088
- Other
- $922,751
- Hours/week
- 1 + 49 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
PRES./VICE CHAIR/DIR.(EFF. 11/1/24
- Total calculated
- $914,642
- From this org
- $0
- From related orgs
- $637,993
- Other
- $276,649
- Hours/week
- 1 + 49 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
-
ELRIC C GERNER
SECRETARY (EFF.11/1/24)
- Total calculated
- $0
- Hours/week
- 1 + 2.6 related
-
JAMES T GLYNN
DIRECTOR (EFF. 11/1/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
LAWRENCE G SCHREIBER
PRESIDENT & CEO (THRU 10/31/2024)
- Total calculated
- $6,665,199
- From this org
- $0
- From related orgs
- $6,604,896
- Other
- $60,303
- Hours/week
- 1 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $6,604,896 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $47,600 related
- Nontaxable benefits
- $0 + $12,703 related
- Filer's total
- $0 + $6,665,199 related
-
GLENDA EVANS HOOD
CHAIR (THRU 10/31/2024)
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
JACKSON NORMAN SAAER PHD
VICE CHAIR (THRU 10/31/2024)
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
BENJAMIN IRVING DOERR JR
TREASURER (THRU 10/31/2024)
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
KEVIN R MADDRON
DIRECTOR (THRU 10/31/2024)
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
DAVID STEWART
DIRECTOR (THRU 10/31/2024)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STUART WALKER
DIRECTOR (THRU 10/31/2024)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GLENN D FOX
ASSISTANT SECRETARY (EFF. 11/1/24)
- Total calculated
- $993,306
- From this org
- $0
- From related orgs
- $499,910
- Other
- $493,396
- Hours/week
- 1 + 49 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
ASSISTANT SECRETARY (EFF. 11/1/24)
- Total calculated
- $602,961
- From this org
- $0
- From related orgs
- $458,040
- Other
- $144,921
- Hours/week
- 1 + 49 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
-
SUSAN AHERN
TREASURER (EFF. 11/1/24)
- Total calculated
- $401,672
- From this org
- $0
- From related orgs
- $367,783
- Other
- $33,889
- Hours/week
- 1 + 49 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
-
PEGGY C VALDIVIA
ASSISTANT TREASURER (EFF. 11/1/24)
- Total calculated
- $276,372
- From this org
- $0
- From related orgs
- $253,989
- Other
- $22,383
- Hours/week
- 1 + 49 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
-
STEVEN ZIEGLER
PRESIDENT & CLO (THRU 10/31/2024)
- Total calculated
- $1,808,396
- From this org
- $0
- From related orgs
- $1,752,513
- Other
- $55,883
- Hours/week
- 1 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $1,752,513 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $42,804 related
- Nontaxable benefits
- $0 + $13,079 related
- Filer's total
- $0 + $1,808,396 related
-
MICHELE WASSERLAUF
EXECUTIVE DIRECTOR
- Total calculated
- $449,959
- From this org
- $27,914
- From related orgs
- $328,858
- Other
- $93,187
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $27,914 + $264,718 related
- Bonus
- $0 + $64,140 related
- Other
- $0
- Deferred
- $0 + $89,916 related
- Nontaxable benefits
- $0 + $3,271 related
- Filer's total
- $27,914 + $422,045 related
-
DAVID GRAY
NURSING HOME ADMINISTRATOR
- Total calculated
- $183,087
- From this org
- $174,711
- From related orgs
- $0
- Other
- $8,376
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,338
- Bonus
- $14,373
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $8,376
- Filer's total
- $183,087
-
LISA COX
DIRECTOR OF NURSING
- Total calculated
- $153,964
- From this org
- $141,345
- From related orgs
- $0
- Other
- $12,619
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,847
- Bonus
- $11,498
- Other
- $0
- Deferred
- $5,031
- Nontaxable benefits
- $7,588
- Filer's total
- $153,964
-
RACHEL HENDERSON
SR MANAGER OF COMMUNITY SALES & MARKETING
- Total calculated
- $147,032
- From this org
- $128,090
- From related orgs
- $0
- Other
- $18,942
- Hours/week
- 40
-
KELLY MAIER
LIFE CARE CONSULTANT
- Total calculated
- $133,540
- From this org
- $126,750
- From related orgs
- $0
- Other
- $6,790
- 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 — 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
- $24,394,854
- Expenses
- $32,592,839
- Contributions
- $69,665
- Grants paid
- $0
-
2023
- Revenue
- $23,268,016
- Expenses
- $29,175,825
- Contributions
- $88,690
- Grants paid
- $0
-
2022
- Revenue
- $21,147,486
- Expenses
- $29,320,772
- Contributions
- $53,944
- Grants paid
- $0
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
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
2024 SENIOR LIVING FOUNDATION, INC. PROVIDED FINANCIAL ASSISTANCE IN THE AMOUNT OF $102,246 TO SUPPORT AND FURTHER THE MISSION AND TAX EXEMPT PURPOSES OF BONITA SPRINGS RETIREMENT VILLAGE, INC.
-
2023 SANTAFE SENIOR LIVING FOUNDATION, INC. PROVIDED FINANCIAL ASSISTANCE IN THE AMOUNT OF $88,690 TO SUPPORT AND FURTHER THE MISSION AND TAX EXEMPT PURPOSES OF BONITA SPRINGS RETIREMENT VILLAGE, INC.
-
2022 SANTAFE SENIOR LIVING FOUNDATION, INC. PROVIDED FINANCIAL ASSISTANCE IN THE AMOUNT OF $53,944 TO SUPPORT AND FURTHER THE MISSION AND TAX EXEMPT PURPOSES OF BONITA SPRINGS RETIREMENT VILLAGE, INC.
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
-
ACTS RETIREMENT-LIFE COMMUNITIES INC
501(C)(3) · OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES · PA
-
501(C)(3) · SUPPORTING ORGANIZATION · PA
-
ACTS SIGNATURE COMMUNITY SERVICES INC
501(C)(3) · HOSPICE, HOME HEALTH AND PRIMARY CARE SERVICES · PA
-
501(C)(3) · CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES · PA
-
ACTS COMMUNITIES OF MARYLAND INC FKA INTEGRACE INC
501(C)(3) · OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES · MD
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · FL
-
501(C)(3) · FUNDRAISING · DE
-
SANTAFE HEALTHCARE INC (THRU 10312024)
501(C)(3) · MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES · FL
-
NORTH FLORIDA RETIREMENT VILLAGE INC (THRU 10312024)
501(C)(3) · RETIREMENT COMMUNITY · FL
-
NORTH CENTRAL FLORIDA HOSPICE INC(THRU 10312024)
501(C)(3) · HOSPICE CARE · FL
-
SANTAFE SENIOR LIVING INC (THRU 10312024)
501(C)(3) · MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES · FL
-
BVG ACQUISITION INC (THRU 10312024)
501(C)(3) · RETIREMENT COMMUNITY · FL
-
EAST RIDGE RETIREMENT VILLAGE INC (THRU 10312024)
501(C)(3) · RETIREMENT COMMUNITY · FL
-
SANTAFE SENIOR LIVING FOUNDATION INC (THRU 10312024)
501(C)(3) · CHARITABLE AND EDUCATIONAL PURPOSES · FL
-
HFK CARE CORPORATION (THRU 10312024)
501(C)(3) · HOSPICE CARE & HOME HEALTH CARE · FL
-
HAVEN FOUNDATION INC (THRU 09022024)
501(C)(3) · CHARITABLE AND EDUCATIONAL PURPOSES · FL
-
MEASE LIFE RESIDENTS FOUNDATION INC (THRU 53124)
501(C)(3) · FUNDRAISING · FL
Declared as related by
-
ACTS SIGNATURE COMMUNITY SERVICES INC
On its 2024 return
-
ACTS COMMUNITIES OF MARYLAND INC
On its 2024 return
-
On its 2024 return
-
On its 2024 return as a controlled entity
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
ACTS RETIREMENT-LIFE COMMUNITIES INC
On its 2024 return
-
EAST RIDGE RETIREMENT VILLAGE INC
On its 2023 return
-
NORTH CENTRAL FLORIDA HOSPICE INC
On its 2023 return
-
SANTAFE SENIOR LIVING FOUNDATION INC
On its 2023 return
-
On its 2023 return as a controlled entity
-
On its 2023 return
-
NORTH FLORIDA RETIREMENT VILLAGE INC
On its 2023 return
-
On its 2022 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
Listed as of 10 September 2026, under deductibility PC.
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.