ACTS RETIREMENT-LIFE COMMUNITIES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ACTS RETIREMENT-LIFE COMMUNITIES INC (EIN 23-1900132)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349302108
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T08:47:51+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Advisory Group LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 Fruitville Pike Suite 400 | AddressLine1Txt |
| City | Lancaster | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231900132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTS Retirement-Life Communities Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACTS | BusinessNameControlTxt |
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD T GRANT | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2156618330 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kerri N Bogda CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD T GRANT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $636,622,819 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACTSRETIREMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | ACTS' 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 8010 | TotalEmployeeCnt |
| Total Volunteers | 1961 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,358,449 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,667,401 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $461,186,416 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $536,712,958 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,650,339 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,189,723 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,929,876 | PYOtherRevenueAmt |
| CY Other Revenue | $17,677,244 | CYOtherRevenueAmt |
| PY Total Revenue | $486,125,080 | PYTotalRevenueAmt |
| CY Total Revenue | $577,247,326 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $119,047 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $130,660 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $214,239,953 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $252,751,347 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $22,103 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $280,133,551 | PYOtherExpensesAmt |
| CY Other Expenses | $312,262,473 | CYOtherExpensesAmt |
| PY Total Expenses | $494,494,051 | PYTotalExpensesAmt |
| CY Total Expenses | $565,144,480 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,368,971 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,102,846 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,949,918,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,080,445,740 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,843,892,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,954,323,338 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $106,026,226 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $126,122,402 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACTS 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, HONESTLY, AND RESPECT WITHOUT PREJUDICE OR PREFERENCE. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $481,906,386 | ExpenseAmt |
| Grant | $130,660 | GrantAmt |
| Revenue | $536,712,958 | RevenueAmt |
| Desc | ACTS PROVIDES COMPREHENSIVE LIFE CARE SERVICES TO SENIOR ADULTS AGED 62 AND OLDER THAT INCLUDES INDEPENDENT LIVING HOUSING, DINING AND NUTRITIONAL SERVICES, PASTORAL SERVICES, SECURITY, HOUSEKEEPING, MAINTENANCE SERVICES AND SOCIAL, CULTURAL, EDUCATIONAL, SPIRITUAL AND RECREATIONAL ACTIVITIES. IN ADDITION, WHEN A RESIDENT'S HEALTH CARE NEEDS CHANGE, ACTS OFFERS HOME HEALTH, ASSISTED LIVING, SKILLED NURSING CARE AND HOSPICE SERVICES. ALL PHYSICAL ACCOMODATIONS AND SERVICES ARE PROVIDED IN ITS CONTINUING CARE RETIREMENT COMMUNITIES UNDER THE TERMS OF A FORMAL LIFECARE AGREEMENT WHICH ALSO ASSURES THAT ASSISTED LIVING AND SKILLED NURSING CARE WILL BE PROVIDED TO RESIDENTS WHEN THEY NEED IT, WITHOUT A CHANGE IN THEIR MONTHLY FEE, THEREBY OFFERING FURTHER SECURITY AND PEACE OF MIND. IN 2023, ACTS SERVED, ON AVERAGE, 7,082 RESIDENTS IN INDEPENDENT LIVING, 742 RESIDENTS IN ASSISTED LIVING, AND 1,052 RESIDENTS IN SKILLED CARE. | Desc |
| Total Program Service Expenses | $481,906,386 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1002 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8010 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN AHERN SENIOR VICE PRESIDENT CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ELRIC C GERNER | ||||||||
| SECRETARY & DIRECTOR | 1.7 | 0.9 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERALD T GRANT | ||||||||
| CEO | 30.0 | 20.0 | Yes (X) | Yes (X) | $0 | $801,980 | $886,658 | |
| JOHN L ESTERHAI JR MD | ||||||||
| CHAIRMAN & DIRECTOR | 2.3 | 1.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARVIN MASHNER | ||||||||
| TREASURER & DIRECTOR | 2.8 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL D KELLY | ||||||||
| VICE CHAIRMAN & DIRECTOR | 2.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAN MIDDLEBROOKS | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL W LAWSON II | ||||||||
| DIRECTOR | 0.5 | 1.6 | Yes (X) | $0 | $0 | $0 | ||
| H BRUCE DETWEILER | ||||||||
| DIRECTOR | 0.8 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| HEINZ HEGMANN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES GLYNN | ||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| JASON GREER | ||||||||
| DIRECTOR | 1.0 | 0.4 | Yes (X) | $0 | $0 | $0 | ||
| JILL GILBERT | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN E LAMMERS MD | ||||||||
| DIRECTOR | 1.0 | 1.1 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT B EVANS | ||||||||
| DIRECTOR | 4.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN B ALLMOND | ||||||||
| DIRECTOR | 1.5 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A DUNN III | ||||||||
| DIRECTOR | 2.2 | 0.9 | Yes (X) | $0 | $0 | $0 | ||
| WARREN CALLAWAY | ||||||||
| DIRECTOR | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN ROUNSAVILL | ||||||||
| VP, PROCUREMENT & CONTRACT MGMT | 30.0 | 15.0 | Yes (X) | $0 | $179,785 | $7,144 | ||
| CHRISTOPHER J HARTMAN | ||||||||
| VP, IT OPERATIONS | 30.0 | 15.0 | Yes (X) | $0 | $225,222 | $20,407 | ||
| DAVID VEGA | ||||||||
| VP, OPERATION ANALYSIS & COMP | 30.0 | 15.0 | Yes (X) | $0 | $205,759 | $7,698 | ||
| DEIRDRE GROENEN | ||||||||
| SVP, CHIEF HUMAN RESOURCES | 30.0 | 15.0 | Yes (X) | $0 | $310,806 | $20,268 | ||
| GARY J N GINTER | ||||||||
| SVP, PROCUREMENT & CONTRACT MGMT (TO JULY 2023) | 33.0 | 12.0 | Yes (X) | $0 | $270,969 | $16,048 | ||
| GEORGE R BRYAN | ||||||||
| VP OF OPERATIONS, SOUTHEAST | 30.0 | 15.0 | Yes (X) | $0 | $288,492 | $30,221 | ||
| GLENN D FOX | ||||||||
| EXEC VP, LEGAL, ASST. SECRETARY | 27.0 | 23.0 | Yes (X) | $0 | $480,703 | $514,121 | ||
| HOLLY S SCHADE | ||||||||
| SVP, CHIEF CLINICAL OFFICER | 20.0 | 25.0 | Yes (X) | $0 | $373,394 | $27,170 | ||
| JAMES H PETTY | ||||||||
| EVP, CHIEF STRATEGY OFFICER | 30.0 | 15.0 | Yes (X) | $0 | $361,807 | $31,823 | ||
| JEFFERSON D KAIGHN | ||||||||
| EXEC VP, CAO | 30.0 | 15.0 | Yes (X) | $0 | $416,756 | $330,912 | ||
| JEREMY O NEELY | ||||||||
| SVP, COMMUNITY OPERATIONS | 30.0 | 15.0 | Yes (X) | $0 | $344,186 | $31,755 | ||
| JONATHAN D GRANT | ||||||||
| EXEC VP, COO | 30.0 | 20.0 | Yes (X) | $0 | $418,490 | $36,372 | ||
| KAREN I CHRISTIANSEN | ||||||||
| PRESIDENT & ASSISTANT TREASURER | 30.0 | 20.0 | Yes (X) | $0 | $589,794 | $251,459 | ||
| KENNETH J KARMERIS | ||||||||
| SVP REAL ESTATE AND DEVEL. SVCS. (TO MAR 2023) | 25.0 | 20.0 | Yes (X) | $0 | $347,919 | $4,964 | ||
| LORI M WOODWARD | ||||||||
| SVP, CHIEF MARKETING OFFICER | 25.0 | 20.0 | Yes (X) | $0 | $365,051 | $21,194 | ||
| MEGAN LONGLEY | ||||||||
| VP SALES | 30.0 | 15.0 | Yes (X) | $0 | $300,634 | $19,601 | ||
| PATRICK M PLUMADORE | ||||||||
| VP, HOSPITALITY & RESTAUR. SVC. | 30.0 | 15.0 | Yes (X) | $0 | $300,759 | $12,721 | ||
| PAUL M REINBOLD MD CMD | ||||||||
| VP & CHIEF MEDICAL DIRECTOR | 30.0 | 15.0 | Yes (X) | $0 | $371,343 | $31,784 | ||
| PEGGY C VALDIVIA | ||||||||
| VP, FINANCIAL SERVICES | 31.0 | 19.0 | Yes (X) | $0 | $235,074 | $20,738 | ||
| PETER J KRESS | ||||||||
| SVP, CIO | 30.0 | 15.0 | Yes (X) | $0 | $330,337 | $28,125 | ||
| RICHARD D'AMICO | ||||||||
| SVP, REAL ESTATE & DEV SVCS (TO AUG 2023) | 30.0 | 15.0 | Yes (X) | $0 | $147,800 | $6,294 | ||
| SEAN T FLETCHER | ||||||||
| VP, REAL ESTATE SERVICES | 30.0 | 15.0 | Yes (X) | $0 | $265,369 | $18,324 | ||
| STEPHEN LA PIERRE | ||||||||
| VP OF OPERATIONS, NORTHEAST | 30.0 | 15.0 | Yes (X) | $0 | $300,455 | $19,622 | ||
| STEPHEN V EGGLES | ||||||||
| VP OF OPERATIONS, MID-SOUTH | 30.0 | 15.0 | Yes (X) | $0 | $294,778 | $27,124 | ||
| SUSAN AHERN | ||||||||
| SVP, CFO | 30.0 | 20.0 | Yes (X) | $0 | $330,159 | $31,720 | ||
| TERESA MOORE | ||||||||
| VP, RESIDENT HEALTH SERVICES | 30.0 | 15.0 | Yes (X) | $0 | $231,721 | $16,943 | ||
| TERUKO A WHITE | ||||||||
| VP OF OPERATIONS, MID-ATLANTIC | 30.0 | 15.0 | Yes (X) | $0 | $304,321 | $27,294 | ||
| ANN ANDERSON | ||||||||
| REGISTERED NURSE | 40.0 | 0.0 | $214,714 | $0 | $15,978 | Yes (X) | ||
| ANN BUDDINGTON | ||||||||
| LICENSED PRACTICAL NURSE | 40.0 | 0.0 | $205,012 | $0 | $26,432 | Yes (X) | ||
| CATHERINE LECLERC | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 5.0 | $0 | $224,831 | $14,990 | Yes (X) | ||
| DEBRA RUCKER | ||||||||
| REGISTERED NURSE | 40.0 | 0.0 | $292,776 | $0 | $5,916 | Yes (X) | ||
| JOYA MAROTTA | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 5.0 | $0 | $203,851 | $33,093 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $712,502 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,822,545 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,594,913 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 121 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDIFICE INC | |||||
| PO BOX 36349 | CHARLOTTE | NC | 28236 | CONTRACTORS | $21,527,390 |
| THE WHITING-TURNER CONTRACTING COMPANY | |||||
| 300E JOPPA RD | BALTIMORE | MD | 21286 | GENERAL CONTRACTOR | $11,822,074 |
| COMPLETE PROPERTY DEVELOPMENT OF SOUTH FLORIDA INC | |||||
| 5455 NW 24TH ST | MARGATE | FL | 33063 | GENERAL CONTRACTOR | $9,375,385 |
| LANIERVAN SICKLE | |||||
| PO BOX 1028 | PINEVILLE | NC | 28134 | ARCHITECT SERVICES | $7,494,413 |
| MASTER KRAFT INC | |||||
| 3350 SMITH FARM RD | MATTHEWS | NC | 28104 | CONTRACTORS | $6,483,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 221 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $8,254,674 | RelatedOrganizationsAmt |
| Government Grants | $338,907 | GovernmentGrantsAmt |
| All Other Contributions | $73,820 | AllOtherContributionsAmt |
| Total Contributions | $8,667,401 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Monthly Fees | 623000 | $333,318,433 | $333,318,433 |
| Entrance Fee Amort. | 623000 | $126,509,934 | $126,509,934 |
| Medicare and Medicaid | 623000 | $34,700,611 | $34,700,611 |
| Medical Services Rev. | 623000 | $26,451,879 | $26,451,879 |
| Administrative Fee | 623000 | $11,458,634 | $11,458,634 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,273,467 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,273,467 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $536,712,958 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,936,351 | TotalRevenueColumnAmt |
| Exclusion | $10,936,351 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,084,304 | TotalRevenueColumnAmt |
| Exclusion | $1,084,304 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,246,850 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,072,291 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $174,559 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,559 | TotalRevenueColumnAmt |
| Exclusion | $174,559 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,538,250 | SecuritiesAmt |
| Other | $934,020 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,303,202 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,235,048 | SecuritiesAmt |
| Other | $934,020 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,169,068 | TotalRevenueColumnAmt |
| Exclusion | $2,169,068 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DEVELOPMENT FEE INCOME | 722514 | $12,286,229 | $12,286,229 |
| APARTMENT MODIFICATION | 623000 | $4,010,119 | $4,010,119 |
| CAFE, CATERING, VENDING INCOME | 900099 | $817,554 | $817,554 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $388,783 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $388,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,502,685 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $577,247,326 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $536,712,958 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,866,967 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,610 | TotalAmt |
| Program Services | $18,610 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,050 | TotalAmt |
| Program Services | $112,050 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,663 | TotalAmt |
| Program Services | $237,663 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,838,365 | TotalAmt |
| Program Services | $195,298,843 | ProgramServicesAmt |
| Management And General | $9,539,522 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,481,185 | TotalAmt |
| Program Services | $4,348,239 | ProgramServicesAmt |
| Management And General | $132,946 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,053,129 | TotalAmt |
| Program Services | $26,514,607 | ProgramServicesAmt |
| Management And General | $1,538,522 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,141,005 | TotalAmt |
| Program Services | $14,346,514 | ProgramServicesAmt |
| Management And General | $794,491 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,571,084 | TotalAmt |
| Management And General | $1,571,084 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,505 | TotalAmt |
| Management And General | $578,505 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $986,249 | TotalAmt |
| Program Services | $5,073 | ProgramServicesAmt |
| Management And General | $981,176 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,124,387 | TotalAmt |
| Program Services | $33,338,425 | ProgramServicesAmt |
| Management And General | $764,374 | ManagementAndGeneralAmt |
| Fundraising | $21,588 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,360,977 | TotalAmt |
| Program Services | $154 | ProgramServicesAmt |
| Management And General | $4,360,823 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,613,723 | TotalAmt |
| Program Services | $12,951,750 | ProgramServicesAmt |
| Management And General | $2,661,973 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,476,126 | TotalAmt |
| Management And General | $5,476,126 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,664,515 | TotalAmt |
| Program Services | $44,978,456 | ProgramServicesAmt |
| Management And General | $686,059 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098,430 | TotalAmt |
| Program Services | $1,018,307 | ProgramServicesAmt |
| Management And General | $80,123 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,693 | TotalAmt |
| Management And General | $317,693 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,264,273 | TotalAmt |
| Program Services | $29,264,273 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,918,302 | TotalAmt |
| Program Services | $81,603,381 | ProgramServicesAmt |
| Management And General | $6,314,921 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,060,607 | TotalAmt |
| Program Services | $2,036,666 | ProgramServicesAmt |
| Management And General | $23,941 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MANAGEMENT SERVICES | $43,306,159 | $43,306,159 | |
| FOOD EXPENSE | $23,470,068 | $728,470 | $22,741,598 |
| MEDICAL SUPPLIES | $5,572,579 | $5,572,579 | |
| NURSING HOME ASSESSMENT | $1,328,137 | $1,328,137 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,550,659 | TotalAmt |
| Program Services | $6,191,061 | ProgramServicesAmt |
| Management And General | $3,359,083 | ManagementAndGeneralAmt |
| Fundraising | $515 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,144,480 | TotalAmt |
| Program Services | $481,906,386 | ProgramServicesAmt |
| Management And General | $83,215,991 | ManagementAndGeneralAmt |
| Fundraising | $22,103 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,817 | BOYAmt |
| EOY | $45,635 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,469,105 | BOYAmt |
| EOY | $16,900,629 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,930,508 | BOYAmt |
| EOY | $23,849,844 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,790,248 | BOYAmt |
| EOY | $10,598,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,746,317,105 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,118,507,753 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,710,495 | BOYAmt |
| EOY | $1,627,809,352 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,144,734 | BOYAmt |
| EOY | $353,545,632 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,478,437 | BOYAmt |
| EOY | $4,990,787 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,667,853 | BOYAmt |
| EOY | $24,130,030 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,925,429 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,670,359 | BOYAmt |
| EOY | $13,650,042 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,949,918,556 | BOYAmt |
| EOY | $2,080,445,740 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,066,307 | BOYAmt |
| EOY | $73,108,641 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $855,919,531 | BOYAmt |
| EOY | $960,181,494 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,365,227 | BOYAmt |
| EOY | $803,022,984 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,254,428 | BOYAmt |
| EOY | $101,007,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,286,837 | BOYAmt |
| EOY | $17,002,719 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,843,892,330 | BOYAmt |
| EOY | $1,954,323,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,603,275 | BOYAmt |
| EOY | $101,961,878 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,422,951 | BOYAmt |
| EOY | $24,160,524 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,026,226 | BOYAmt |
| EOY | $126,122,402 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,949,918,556 | BOYAmt |
| EOY | $2,080,445,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,102,846 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,568,498 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,575,168 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,839,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,473,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,081,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,358,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,667,401 | CurrentTaxYearAmt |
| Total | $42,420,240 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434,046,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $441,389,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $445,536,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $473,973,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $554,215,643 | CurrentTaxYearAmt |
| Total | $2,349,161,138 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $437,885,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $460,862,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $451,618,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $478,331,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $562,883,044 | CurrentTaxYearAmt |
| Total | $2,391,581,378 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,391,581,378 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,832,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,784,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,372,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,483,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,267,505 | CurrentTaxYearAmt |
| Total | $52,740,429 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,832,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,784,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,372,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,483,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,267,505 | CurrentTaxYearAmt |
| Total | $52,740,429 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $447,718,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $469,647,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $462,990,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $487,814,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $576,150,549 | CurrentTaxYearAmt |
| Total | $2,444,321,807 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9784 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9789 | PublicSupportPY509Pct |
| Investment Income CY | 0.02 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0211 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $565,144,480 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $565,144,480 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $57,625 | BeginningBalanceAmt |
| Additions During Year | $503,525 | AdditionsDuringYearAmt |
| Distributions During Year | $513,658 | DistributionsDuringYearAmt |
| Ending Balance | $47,492 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,804,019 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $604,783 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,408,802 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,929,848 | BeginningYearBalanceAmt |
| Contributions | $1,021,555 | ContributionsAmt |
| Investment Earnings Or Losses | -$146,238 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,146 | OtherExpendituresAmt |
| End Year Balance | $3,804,019 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,613,922 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $315,926 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,929,848 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,613,922 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $78,100 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $78,100 | OtherExpendituresAmt |
| End Year Balance | $2,613,922 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,613,922 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $95,047 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $95,047 | OtherExpendituresAmt |
| End Year Balance | $2,613,922 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,209,030 | OtherCostOrOtherBasisAmt |
| Book Value | $63,209,030 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,457,310,438 | OtherCostOrOtherBasisAmt |
| Depreciation | $969,555,147 | DepreciationAmt |
| Book Value | $1,487,755,291 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,418,368 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,228,474 | DepreciationAmt |
| Book Value | $10,189,894 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $184,379,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,724,132 | DepreciationAmt |
| Book Value | $66,655,137 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,627,809,352 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNIT DEPOSITS | $14,895,122 |
| FAIR MARKET VALUE OF INVESTMENT CONTRACTS | $2,107,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,002,719 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangement | FormAndLineReferenceDesc |
| Explanation | ACTS RETIREMENT-LIFE COMMUNITIES, INC. FUNCTIONS AS A CUSTODIAN FOR THE RECEIPT AND DISTRIBUTION OF FUNDS FOR PATIENTS OF MEDICAID. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS OFFERED TO CULINARY EMPLOYEES TO FURTHER THEIR EDUCATION | GrantTypeTxt |
| Recipient | 153 | RecipientCnt |
| Cash Grant | $112,050 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AVAILABLE TO CULINARY AND NUTRITION SERVICE EMPLOYEES WHO MEET CERTAIN CRITERIA. FOR ELIGIBILITY, EMPLOYEES MUST WORK UNDER 40 HOURS PER PAY PERIOD, ARE NOT BENEFIT ELIGIBLE, AND MUST WORK A MINIMUM NUMBER OF HOURS DURING A 16 WEEK PERIOD, OFFERED TWO TIMES A YEAR, JANUARY THROUGH MAY AND AUGUST THROUGH NOVEMBER. EMPLOYEES MEETING ALL REQUIREMENTS ARE GRANTED A VOUCHER GOOD FOR $300 TO $500 EACH DURING 2023 THAT CAN BE USED TO FORWARD THEIR EDUCATION. VOUCHERS ARE PRESENTED TO THE EDUCATIONAL INSTITUTION BY THE SCHOLARSHIP RECIPIENT. ACTS RETIREMENT-LIFE COMMUNITIES REIMBURSES THE EDUCATIONAL INSTITUTION UPON RECEIPT OF ORIGINAL VOUCHER. AT TIMES CONTRIBUTIONS MAY ALSO BE PROVIDED TO OTHER CHARITABLE ORGANIZATIONS TO FURTHER THEIR EXEMPT PURPOSE. CONTRIBUTIONS, OTHER THAN GRANTS, ARE MADE TO CHARITABLE ORGANIZATIONS ONCE ACTS HAS OBTAINED PROOF OF THEIR TAX-EXEMPT STATUS AND FUNDING NEEDS (I.E., CONFERENCE SPONSORSHIPS, ETC.). ACTS DOES NOT MONITOR THESE CONTRIBUTIONS AFTER DISBURSEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (33 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERALD T GRANT | ||||||||||||||
| CEO | $0 | $627,767 | $0 | $174,213 | $0 | $0 | $0 | $871,666 | $0 | $14,992 | $0 | $1,688,638 | $0 | $0 |
| KAREN I CHRISTIANSEN | ||||||||||||||
| PRESIDENT & ASSISTANT TREASURER | $0 | $462,613 | $0 | $127,181 | $0 | $0 | $0 | $232,821 | $0 | $18,638 | $0 | $841,253 | $0 | $0 |
| GLENN D FOX | ||||||||||||||
| EXEC VP, LEGAL, ASST. SECRETARY | $0 | $393,493 | $0 | $87,210 | $0 | $0 | $0 | $499,129 | $0 | $14,992 | $0 | $994,824 | $0 | $0 |
| SUSAN AHERN | ||||||||||||||
| SVP, CFO | $0 | $271,757 | $0 | $58,402 | $0 | $0 | $0 | $13,200 | $0 | $18,520 | $0 | $361,879 | $0 | $0 |
| JONATHAN D GRANT | ||||||||||||||
| EXEC VP, COO | $0 | $339,759 | $0 | $78,731 | $0 | $0 | $0 | $17,732 | $0 | $18,640 | $0 | $454,862 | $0 | $0 |
| PEGGY C VALDIVIA | ||||||||||||||
| VP, FINANCIAL SERVICES | $0 | $200,821 | $0 | $34,253 | $0 | $0 | $0 | $9,420 | $0 | $11,318 | $0 | $255,812 | $0 | $0 |
| GEORGE R BRYAN | ||||||||||||||
| VP OF OPERATIONS, SOUTHEAST | $0 | $243,102 | $0 | $45,390 | $0 | $0 | $0 | $11,770 | $0 | $18,451 | $0 | $318,713 | $0 | $0 |
| RICHARD D'AMICO | ||||||||||||||
| SVP, REAL ESTATE & DEV SVCS (TO AUG 2023) | $0 | $117,366 | $0 | $30,434 | $0 | $0 | $0 | $0 | $0 | $6,294 | $0 | $154,094 | $0 | $0 |
| STEPHEN V EGGLES | ||||||||||||||
| VP OF OPERATIONS, MID-SOUTH | $0 | $248,368 | $0 | $46,410 | $0 | $0 | $0 | $12,003 | $0 | $15,121 | $0 | $321,902 | $0 | $0 |
| SEAN T FLETCHER | ||||||||||||||
| VP, REAL ESTATE SERVICES | $0 | $228,244 | $0 | $37,125 | $0 | $0 | $0 | $10,534 | $0 | $7,790 | $0 | $283,693 | $0 | $0 |
| GARY J N GINTER | ||||||||||||||
| SVP, PROCUREMENT & CONTRACT MGMT (TO JULY 2023) | $0 | $214,935 | $0 | $56,034 | $0 | $0 | $0 | $8,036 | $0 | $8,012 | $0 | $287,017 | $0 | $0 |
| DEIRDRE GROENEN | ||||||||||||||
| SVP, CHIEF HUMAN RESOURCES | $0 | $255,112 | $0 | $55,694 | $0 | $0 | $0 | $12,390 | $0 | $7,878 | $0 | $331,074 | $0 | $0 |
| CHRISTOPHER J HARTMAN | ||||||||||||||
| VP, IT OPERATIONS | $0 | $191,037 | $0 | $34,185 | $0 | $0 | $0 | $9,084 | $0 | $11,323 | $0 | $245,629 | $0 | $0 |
| JEFFERSON D KAIGHN | ||||||||||||||
| EXEC VP, CAO | $0 | $335,538 | $0 | $81,218 | $0 | $0 | $0 | $315,920 | $0 | $14,992 | $0 | $747,668 | $0 | $0 |
| KENNETH J KARMERIS | ||||||||||||||
| SVP REAL ESTATE AND DEVEL. SVCS. (TO MAR 2023) | $0 | $287,214 | $0 | $60,705 | $0 | $0 | $0 | $2,079 | $0 | $2,885 | $0 | $352,883 | $0 | $0 |
| PETER J KRESS | ||||||||||||||
| SVP, CIO | $0 | $272,295 | $0 | $58,042 | $0 | $0 | $0 | $13,200 | $0 | $14,925 | $0 | $358,462 | $0 | $0 |
| STEPHEN LA PIERRE | ||||||||||||||
| VP OF OPERATIONS, NORTHEAST | $0 | $258,008 | $0 | $42,447 | $0 | $0 | $0 | $11,774 | $0 | $7,848 | $0 | $320,077 | $0 | $0 |
| MEGAN LONGLEY | ||||||||||||||
| VP SALES | $0 | $256,441 | $0 | $44,193 | $0 | $0 | $0 | $11,750 | $0 | $7,851 | $0 | $320,235 | $0 | $0 |
| TERESA MOORE | ||||||||||||||
| VP, RESIDENT HEALTH SERVICES | $0 | $198,265 | $0 | $33,456 | $0 | $0 | $0 | $9,204 | $0 | $7,739 | $0 | $248,664 | $0 | $0 |
| JEREMY O NEELY | ||||||||||||||
| SVP, COMMUNITY OPERATIONS | $0 | $284,404 | $0 | $59,782 | $0 | $0 | $0 | $13,200 | $0 | $18,555 | $0 | $375,941 | $0 | $0 |
| JAMES H PETTY | ||||||||||||||
| EVP, CHIEF STRATEGY OFFICER | $0 | $295,422 | $0 | $66,385 | $0 | $0 | $0 | $13,200 | $0 | $18,623 | $0 | $393,630 | $0 | $0 |
| PATRICK M PLUMADORE | ||||||||||||||
| VP, HOSPITALITY & RESTAUR. SVC. | $0 | $257,299 | $0 | $43,460 | $0 | $0 | $0 | $11,984 | $0 | $737 | $0 | $313,480 | $0 | $0 |
| PAUL M REINBOLD MD CMD | ||||||||||||||
| VP & CHIEF MEDICAL DIRECTOR | $0 | $314,877 | $0 | $56,466 | $0 | $0 | $0 | $13,200 | $0 | $18,584 | $0 | $403,127 | $0 | $0 |
| BRIAN ROUNSAVILL | ||||||||||||||
| VP, PROCUREMENT & CONTRACT MGMT | $0 | $163,024 | $0 | $16,761 | $0 | $0 | $0 | $7,076 | $0 | $68 | $0 | $186,929 | $0 | $0 |
| HOLLY S SCHADE | ||||||||||||||
| SVP, CHIEF CLINICAL OFFICER | $0 | $308,996 | $0 | $64,398 | $0 | $0 | $0 | $13,200 | $0 | $13,970 | $0 | $400,564 | $0 | $0 |
| DAVID VEGA | ||||||||||||||
| VP, OPERATION ANALYSIS & COMP | $0 | $187,343 | $0 | $18,416 | $0 | $0 | $0 | $0 | $0 | $7,698 | $0 | $213,457 | $0 | $0 |
| TERUKO A WHITE | ||||||||||||||
| VP OF OPERATIONS, MID-ATLANTIC | $0 | $256,423 | $0 | $47,898 | $0 | $0 | $0 | $12,421 | $0 | $14,873 | $0 | $331,615 | $0 | $0 |
| LORI M WOODWARD | ||||||||||||||
| SVP, CHIEF MARKETING OFFICER | $0 | $299,994 | $0 | $65,057 | $0 | $0 | $0 | $13,200 | $0 | $7,994 | $0 | $386,245 | $0 | $0 |
| CATHERINE LECLERC | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $203,796 | $0 | $21,035 | $0 | $0 | $0 | $7,688 | $0 | $7,302 | $0 | $239,821 | $0 | $0 |
| ANN ANDERSON | ||||||||||||||
| REGISTERED NURSE | $204,602 | $0 | $10,112 | $0 | $0 | $0 | $8,728 | $0 | $7,250 | $0 | $230,692 | $0 | $0 | $0 |
| JOYA MAROTTA | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $191,130 | $0 | $12,721 | $0 | $0 | $0 | $18,748 | $0 | $14,345 | $0 | $236,944 | $0 | $0 |
| ANN BUDDINGTON | ||||||||||||||
| LICENSED PRACTICAL NURSE | $204,012 | $0 | $1,000 | $0 | $0 | $0 | $8,641 | $0 | $17,791 | $0 | $231,444 | $0 | $0 | $0 |
| DEBRA RUCKER | ||||||||||||||
| REGISTERED NURSE | $292,776 | $0 | $0 | $0 | $0 | $0 | $5,840 | $0 | $76 | $0 | $298,692 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | THE ORGANIZATION HAS AN ANNUAL BOARD OF DIRECTOR'S 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. |
| 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 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, 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. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN, GERALD T. GRANT, GLENN D. FOX, JEFFERSON D. KAIGHN, 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), $302,720 FOR JEFFERSON D. KAIGHN (NON-VESTED), AND $4,532 FOR JONATHAN D. GRANT (NON-VESTED). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY | ||||||||
| A | 521297506 | 69650MAK5 | 2012-07-25 | $14,647,385 | ISSUED TO REFUND THE SERIES 1998 FL BONDS, ISSUED DEC. 1998 | false | false | false |
| GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY | ||||||||
| B | 581501826 | 362763AN4 | 2012-07-25 | $13,343,290 | ISSUED TO REFUND THE SERIES 1999 BONDS, ISSUED DEC. 1999 | false | false | false |
| GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY | ||||||||
| C | 581501826 | 362754DM2 | 2003-12-10 | $38,500,000 | GA VARIABLE RATE BONDS SERIES 2003 B ISSUED TO FUND COMMUNITY EXPANSION | false | false | false |
| ESCAMBIA COUNTY HEALTH FACILITIES AUTHORITY | ||||||||
| D | 521378815 | 296110FA2 | 2003-07-24 | $25,395,000 | TO FUND CAPITAL AND REFUND SERIES 1997 BONDS ISSUED MARCH, 1997 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Credit EnhancementCreditEnhancementAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $13,330,000 | $14,647,385 | $157,094 | $13,823,791 | 2012 | Yes (true) | false | Yes (true) | Yes (true) | ||||
| B | $12,080,000 | $13,343,290 | $143,578 | $12,627,362 | 2012 | Yes (true) | false | Yes (true) | Yes (true) | ||||
| C | $14,795,000 | $38,500,000 | $703,271 | $1,940,656 | 2005 | false | false | Yes (true) | Yes (true) | $2,751,660 | $580,000 | $33,026,073 | |
| D | $12,880,000 | $25,395,000 | $507,900 | $22,364,390 | 2003 | Yes (true) | false | Yes (true) | Yes (true) | $1,201,249 | $1,312,615 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AEGON | ||||||||||||||
| A | false | false | false | Yes (true) | false | false | Yes (true) | 6.3 | Yes (true) | false | Yes (true) | |||
| AEGON | ||||||||||||||
| B | false | false | false | Yes (true) | false | false | Yes (true) | 5.3 | Yes (true) | false | Yes (true) | |||
| BANK OF AMERICA | ||||||||||||||
| C | false | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 24.6 | Yes (true) | false | Yes (true) | 24.9 | false | false |
| BANK OF AMERICA | ||||||||||||||
| D | false | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 20.6 | Yes (true) | false | Yes (true) | 20.6 | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 06/30/2022 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY The calculation for computing no rebate due was performed on 06/30/2022 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY The calculation for computing no rebate due was performed on 11/15/2023 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: ESCAMBIA COUNTY HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/23/2023 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY The calculation for computing no rebate due was performed on 12/31/2019 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 12/31/2019 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY The calculation for computing no rebate due was performed on 12/31/2019 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY The calculation for computing no rebate due was performed on 11/15/2020 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 12/31/2022 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: THE DELAWARE ECONOMIC DEVELOPMENT AUTHORITY The calculation for computing no rebate due was performed on 12/31/2022 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: PUBLIC FINANCE AUTHORITY The calculation for computing no rebate due was performed on 11/15/2020 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY The calculation for computing no rebate due was performed on 12/31/2022 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: PUBLIC FINANCE AUTHORITY The calculation for computing no rebate due was performed on 01/31/2023 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DELAWARE ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| A | 510269736 | NONEAVAIL | 2013-12-16 | $47,675,000 | TO REFUND THE SERIES 2007A BONDS | false | false | false |
| MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| B | 232245125 | 61360PCK4 | 2016-08-16 | $116,955,010 | ISSUED TO REFUND THE PA SERIES 2006 & 2009 BONDS | false | false | false |
| PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY | ||||||||
| C | 521297506 | 69650MAV1 | 2016-08-16 | $125,913,985 | ISSUED TO REFUND THE FL SERIES 2006 2010 BONDS | false | false | false |
| GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY | ||||||||
| D | 581501826 | 362763AQ7 | 2016-08-16 | $8,718,036 | ISSUED TO REFUND THE GA SERIES 2009 BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,980,000 | $47,675,000 | $1,029,427 | $47,675,000 | 2013 | Yes (true) | false | Yes (true) | Yes (true) | ||
| B | $116,955,010 | $814,782 | $53,274,191 | 2019 | Yes (true) | Yes (true) | Yes (true) | Yes (true) | $823,833 | $62,856,986 | |
| C | $27,550,000 | $125,913,985 | $652,955 | $101,097,702 | 2019 | Yes (true) | Yes (true) | Yes (true) | Yes (true) | $883,611 | $23,932,672 |
| D | $8,718,036 | $59,405 | $8,651,870 | 2016 | false | Yes (true) | Yes (true) | Yes (true) | $66,166 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| C | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| D | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 232245125 | NONEAVAIL | 2018-06-28 | $31,615,000 | REPAY LINE OF CREDIT USED FOR CAPITAL PROJECT | false | false | false |
| PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY | ||||||||
| B | 521297506 | 69650MAW9 | 2018-06-28 | $51,751,642 | REFINANCING OF A LINE OF CREDIT USED FOR CAPITAL PROJECT | false | false | false |
| THE DELAWARE ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| C | 510269736 | 246371AA6 | 2018-06-28 | $39,645,855 | REPAY LINE OF CREDIT USED FOR CAPITAL PROJECT | false | false | false |
| PUBLIC FINANCE AUTHORITY | ||||||||
| D | 273866124 | NONEAVAIL | 2018-06-28 | $32,065,000 | REPAY CONSTRUCTION LINE OF CREDIT FOR CAPITAL PROJECTS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $31,615,000 | $95,902 | $245,189 | $31,369,811 | 2020 | false | false | Yes (true) | Yes (true) | |
| B | $51,751,642 | $392,624 | $426,507 | $51,325,135 | 2022 | false | false | Yes (true) | Yes (true) | |
| C | $39,645,855 | $299,996 | $474,576 | $35,638,054 | 2020 | false | false | Yes (true) | Yes (true) | $3,533,224 |
| D | $32,065,000 | $97,268 | $268,845 | $31,796,155 | 2018 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| C | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| D | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| A | 570960018 | 83704EAA2 | 2018-06-28 | $23,826,256 | TO FUND CAPITAL AND REFUND SERIES 2012 BONDS ISSUED FEBRUARY 2012 | false | false | false |
| PUBLIC FINANCE AUTHORITY | ||||||||
| B | 273866124 | 74446CAD2 | 2020-07-16 | $54,545,134 | TO FUND CAPITAL AND REIMBURSE EXPENDITURES | false | false | false |
| PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY | ||||||||
| C | 521297506 | 69650MAY5 | 2020-07-16 | $21,679,245 | TO FUND CAPITAL AND REIMBURSE EXPENDITURES | false | false | false |
| MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| D | 232245125 | 61360PCM0 | 2020-07-16 | $53,074,470 | TO FUND CAPITAL AND REIMBURSE EXPENDITURES | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | RetiredRetiredAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $23,826,256 | $180,633 | $245,464 | $2,500,000 | $21,080,791 | 2022 | Yes (true) | false | Yes (true) | Yes (true) | ||
| B | $54,545,134 | $389,598 | $462,919 | $49,468,528 | 2023 | false | false | Yes (true) | Yes (true) | $4,613,687 | ||
| C | $21,679,245 | $159,227 | $187,029 | $20,164,562 | 2023 | false | false | Yes (true) | Yes (true) | $1,368,436 | ||
| D | $53,074,470 | $379,787 | $481,191 | $49,371,429 | 2023 | false | false | Yes (true) | Yes (true) | $3,375,626 | $8,305,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PUBLIC FINANCE AUTHORITY | ||||||||
| A | 273866124 | 74446CAA8 | 2019-08-15 | $50,200,300 | CAPITAL ADDITIONS AND REFINANCING | false | false | false |
| MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| B | 232245125 | 61360PCX6 | 2023-12-20 | $10,463,433 | ESTABLISH A CAPITAL FUND FOR FUTURE PROJECTS | false | false | false |
| DELAWARE ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| C | 510269736 | 246371AD0 | 2023-12-20 | $59,358,835 | REPAY LINE OF CREDIT Used for FUND CAPITAL PROJECT | false | false | false |
| PUBLIC FINANCE AUTHORITY | ||||||||
| D | 273866124 | NONEAVAIL | 2019-03-07 | $5,100,000 | TO ESTABLISH A CAPITAL FUND FOR FUTURE PROJECTS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,450,000 | $50,200,300 | $193,625 | $694,407 | $10,159,211 | $39,453,426 | 2023 | Yes (true) | false | Yes (true) | Yes (true) | ||
| B | $10,463,433 | $581,555 | $171,895 | false | false | false | Yes (true) | $339,194 | $9,952,344 | ||||
| C | $59,358,835 | $328,874 | $940,683 | $55,000,000 | false | false | false | Yes (true) | $94,096 | $3,324,057 | |||
| D | $532,000 | $5,100,000 | $1,286 | $100,000 | $5,000,000 | 2019 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Holly Schade | |||
| Officer of ACTS | $6,324 | FAMILY RELATIONSHIP; HOLLY SCHADE, AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC., HAS ONE FAMILY MEMBER WHO IS EMPLOYED BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. MRS. SCHADE DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. | false |
| Teruko White | |||
| Officer of ACTS | $75,045 | FAMILY RELATIONSHIP; TERUKO WHITE, AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC., HAS ONE FAMILY MEMBER WHO is EMPLOYED BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. MRS. WHITE DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. | false |
| Christopher J Hartman Sr | |||
| Officer of ACTS | $156,294 | FAMILY RELATIONSHIP; CHRISTOPHER J. HARTMAN, SR., AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC., HAS TWO FAMILY MEMBERS WHO ARE EMPLOYED BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. MR. HARTMAN DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 New program services | EFFECTIVE 2/1/2023 AT 12:01 AM, PRESBYTERIAN RETIREMENT CORPORATION, INC. (EIN 63-0770753) MERGED INTO ACTS-RETIREMENT LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. |
| Form 990, Part VI, Line 1a SECTION A, LINE 1: | THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO TRANSACT SUCH BUSINESS AS SHALL BE NECESSARY FOR THE ADMINISTRATION AND OPERATION OF THE CORPORATION BETWEEN BOARD OF DIRECTORS' MEETINGS SUBJECT TO CERTAIN LIMITS SPECIFIED IN THE BYLAWS. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | KAREN I. CHRISTIANSEN and CHRISTOPHER J. HARTMAN both officers of Acts Retirement-Life Communities, Inc. - Family relationship |
| Form 990, Part VI, Line 3 Delegation of management duties | ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDES MANAGEMENT SERVICES TO ACTS RETIREMENT-LIFE COMMUNITIES, INC. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | ACTS RETIREMENT-LIFE COMMUNITIES, INC. IS A PENNSYLVANIA TAX-EXEMPT ORGANIZATION OF WHICH ACTS RETIREMENT SERVICES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | ACTS RETIREMENT SERVICES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC. AS SOLE MEMBER, IT HAS THE RIGHT TO APPROVE ALL AMENDMENTS OR ALTERATIONS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE CHANGES BECOME EFFECTIVE. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AFTER REVIEW BY THE ACTS' CFO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE ACTS BOARD OF DIRECTORS' AUDIT and compliance COMMITTEE, WHICH INCLUDES one CERTIFIED PUBLIC ACCOUNTANT. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF THE ACTS RETIREMENT-LIFE COMMUNITIES, INC. GOVERNING BODY BEFORE FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED ON AN ANNUAL BASIS BY THE ORGANIZATION'S OFFICERS, DIRECTORS AND TRUSTEES. THE OFFICERS AND DIRECTORS REPORT ON ANY FAMILY OR BUSINESS RELATIONSHIPS WITH ANY BOARD MEMBER, OFFICER OR KEY EMPLOYEE OF THE ORGANIZATION AND ITS AFFILIATES. IF ANY FAMILY OR BUSINESS RELATIONSHIPS ARE DISCLOSED, THEY ARE REPORTED ON SCHEDULE L AS APPROPRIATE. IN ADDITION, THE RESPONSES ARE REVIEWED BY THE PRESIDENT & CEO AND CHAIRMAN OF THE BOARD OF DIRECTORS TO DETERMINE IF CONFLICTS ARE PRESENT AND IF SO, THE EXTENT OF THE CONFLICT. FOR CONFLICTS THAT ARISE, THE OFFICER, DIRECTOR OR TRUSTEE MUST RECUSE THEMSELVES FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS THAT INVOLVE THE DETERMINED CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | 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 ORGANIZATIONS' TOP MANAGEMENT POSITIONS, RANGING FROM 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 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. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE FILLED WITH NUMEROUS REGULATORY AUTHORITIES AND, THEREFORE, ARE AVAILABLE TO THE PUBLIC. IN ADDITION, UPON RECEIPT OF A REQUEST AND ITS REVIEW, THE ORGANIZATION WILL MAKE AVAILABLE SUCH DOCUMENTS, AS DEEMED APPROPRIATE. AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. CERTAIN FINANCIAL STATEMENTS, SUCH AS ANNUAL REPORTS AND QUARTERLY REPORTS, ARE POSTED TO THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE AT EACH OF THE ORGANIZATION'S COMMUNITIES. IN ADDITION, FINANCIAL INFORMATION IS INCLUDED IN THE DISCLOSURE PACKAGES THAT ARE PROVIDED TO PROSPECTIVE RESIDENTS AND MADE AVAILABLE TO THE PUBLIC. CERTAIN OTHER FINANCIAL STATEMENTS ARE ALSO PROVIDED UPON REQUEST. |
| Form 990, Part VII, Section A, Line 1a COMPENSATION OF OFFICERS* | OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR KAREN I. CHRISTIANSEN (NON-VESTED), GERALD T. GRANT (NON-VESTED), JEFFERSON D. KAIGHN (NON-VESTED), GLENN D. FOX (NON-VESTED), AND JONATHAN D. GRANT (NON-VESTED). |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Resident Ancillary Revenue - Total Revenue: 4273467, Related or Exempt Function Revenue: 4273467, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | MISCELLANEOUS INCOME - Total Revenue: 275980, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 275980; STORE INCOME - Total Revenue: 73221, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 73221; EMPLOYEE MEALS - Total Revenue: 32225, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 32225; COPIER CHARGES - Total Revenue: 5496, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 5496; DISCOUNTS EARNED - Total Revenue: 1861, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1861; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN BENEFICIAL INTEREST IN INVESTMENTS OF ACTS LEGACY FOUNDATION - -3633640; CHANGE IN BENEFICIAL INTEREST IN INVESTMENTS OF CFSA - 28180; TRANSFER TO ACTS LEGACY FOUNDATION, INC. - -390943; TRANSFER FROM PRESBYTERIAN RETIREMENT CORPORATION, INC. - -3515205; LOSS ON EARLY EXTINGUISHMENT OF DEBT - -63560; |
| Form 990, Part XII, Line 2c PART XII, FINANCIAL STATEMENTS AND REPORTING | The organization's annual financial statements are audited on a CONSOLIDATED BASIS AND THE ORGANIZATION HAS AN AUDIT and compliance COMMITTEE CONSISTING OF BOARD MEMBERS ONLY THAT EXERCISES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTS ACQUISITON AND DEVELOPMENT COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870909667 | EIN |
| Primary Activities | ACQUISITION AND DEVELOPMENT SERVICES, FLOW THROUGH ENTITY | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $12,286,802 | TotalIncomeAmt |
| End Of Year Assets | $1,418,481 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTS RETIREMENT-LIFE COMMUNITIES INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACTS RETIREMENT SERVICES INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 264573260 | SUPPORTING ORGANIZATION | PA | 501(c)(3) | Type II | NA | false |
| ACTS SIGNATURE COMMUNITY SERVICES INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 264573131 | HOSPICE, HOME HEALTH AND PRIMARY CARE SERVICES | PA | 501(c)(3) | 10 | ACTS RETIREMENT-LIFE COMMUNITIES INC | Yes (true) |
| ACTS MANAGEMENT SERVICES INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 264573412 | CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES | PA | 501(c)(3) | Type II | ACTS RETIREMENT SERVICES INC | false |
| ACTS LEGACY FOUNDATION INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 912161987 | FUNDRAISING | DE | 501(c)(3) | Type I | ACTS RETIREMENT-LIFE COMMUNITIES INC | Yes (true) |
| INTEGRACE INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 521710891 | OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES | MD | 501(c)(3) | 10 | ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC | false |
| MEASE LIFE INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 591005403 | CONTINUING CARE RETIREMENT COMMUNITY | FL | 501(c)(3) | 10 | ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC | false |
| MEASE LIFE RESIDENTS FOUNDATION INC | ||||||||||
| 700 MEASE PLAZA | DUNEDIN | FL | 346986680 | 592437006 | FUNDRAISING | FL | 501(c)(3) | Type III-FI | MEASE LIFE INC | false |
| PRESBYTERIAN RETIREMENT CORPORATION INC | ||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 630770753 | CONTINUING CARE RETIREMENT COMMUNITY | AL | 501(c)(3) | 10 | ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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