HERON POINT OF CHESTERTOWN INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HERON POINT OF CHESTERTOWN INC (EIN 52-1530598)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349302159
- Schema version
- 2022v5.0
- 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 D
- Schedule J
- Schedule L
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T07:55:13-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 US LLP | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521530598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERON POINT OF CHESTERTOWN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERO | 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 | SUSAN AHERN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2156618330 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | AHERN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Principal Officer | GERALD T GRANT | PrincipalOfficerNm |
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 | $19,236,378 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERONPOINT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF HERON POINT OF CHESTERTOWN, INC. 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 |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 237 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $193,416 | PYContributionsGrantsAmt |
| CY Contributions Grants | $136,491 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,113,108 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,912,924 | CYProgramServiceRevenueAmt |
| PY Investment Income | $358,714 | PYInvestmentIncomeAmt |
| CY Investment Income | $151,801 | CYInvestmentIncomeAmt |
| PY Other Revenue | $706,550 | PYOtherRevenueAmt |
| CY Other Revenue | $400,045 | CYOtherRevenueAmt |
| PY Total Revenue | $18,371,788 | PYTotalRevenueAmt |
| CY Total Revenue | $18,601,261 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $550 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,100 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,201,253 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,186,925 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,121,126 | PYOtherExpensesAmt |
| CY Other Expenses | $9,969,501 | CYOtherExpensesAmt |
| PY Total Expenses | $16,322,929 | PYTotalExpensesAmt |
| CY Total Expenses | $17,157,526 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,048,859 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,443,735 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,848,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,855,913 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,992,799 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS AN ACTS RETIREMENT-LIFE COMMUNITY, HERON POINT OF CHESTERTOWN, INC. IS COMMITTED TO PROVIDING SECURITY AND PEACE OF MIND TO SENIORS BY BEING THE PRE-EMINENT PROVIDER OF RETIREMENT-LIFE SERVICES, RESPONSIVE TO INDIVIDUAL, SOCIAL, PERSONAL, HEALTH AND SPIRITUAL NEEDS IN A CHRISTIAN ATMOSPHERE GRACED WITH LOVING-KINDNESS, DIGNITY, SENSITIVITY, HONESTY, AND RESPECT WITHOUT PREJUDICE OR PREFERENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $14,946,090 | ExpenseAmt |
| Grant | $1,100 | GrantAmt |
| Revenue | $17,912,924 | RevenueAmt |
| Desc | HERON POINT OF CHESTERTOWN, INC. PROVIDED COMPREHENSIVE LIFE CARE SERVICES TO SENIOR ADULTS AGED 62 AND OLDER THAT INCLUDED 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 NEEDED CHANGE, HOME HEALTH, ASSISTED LIVING, SKILLED NURSING CARE AND HOSPICE SERVICES WERE AVAILABLE. ALL PHYSICAL ACCOMMODATIONS AND SERVICES WERE PROVIDED UNDER THE TERMS OF A FORMAL LIFECARE AGREEMENT WHICH ALSO ASSURED THAT ASSISTED LIVING AND SKILLED NURSING CARE WERE PROVIDED TO RESIDENTS WHEN THEY NEEDED IT, WITHOUT A CHANGE IN THEIR MONTHLY FEE, THEREBY OFFERING FURTHER SECURITY AND PEACE OF MIND. IN 2022, HERON POINT OF CHESTERTOWN, INC. SERVED, ON AVERAGE, 253 RESIDENTS IN INDEPENDENT LIVING, 26 RESIDENTS IN ASSISTED LIVING AND 26 RESIDENTS IN SKILLED CARE. | Desc |
| Total Program Service Expenses | $14,946,090 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 237 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | 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 TREASURER | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD T GRANT | ||||||||
| CEO & VICE CHAIRMAN | 1.00 | 54.00 | Yes (X) | Yes (X) | $0 | $818,586 | $541,934 | |
| KAREN I CHRISTIANSEN | ||||||||
| PRESIDENT & CHAIRMAN | 1.00 | 54.10 | Yes (X) | Yes (X) | $0 | $593,046 | $212,745 | |
| DR W JACKSON STENGER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L ESTERHAI JR MD | ||||||||
| DIRECTOR | 0.10 | 4.20 | Yes (X) | $0 | $0 | $0 | ||
| H BRUCE DETWEILER | ||||||||
| DIRECTOR | 0.50 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| ANNE FORREST | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL W LAWSON II | ||||||||
| DIRECTOR | 0.50 | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| GLENN D FOX | ||||||||
| SECRETARY | 2.00 | 48.10 | Yes (X) | $0 | $463,488 | $360,930 | ||
| JONATHAN D GRANT | ||||||||
| ASSISTANT SECRETARY | 1.00 | 47.10 | Yes (X) | $0 | $381,300 | $25,527 | ||
| SUSAN AHERN | ||||||||
| TREASURER | 1.00 | 52.10 | Yes (X) | $0 | $313,772 | $30,336 | ||
| PEGGY C VALDIVIA | ||||||||
| ASSISTANT TREASURER | 0.50 | 48.60 | Yes (X) | $0 | $208,602 | $26,391 | ||
| ZAKIA HARRIS | ||||||||
| NURSE PRACTITIONER | 40.00 | 0.00 | $105,425 | $0 | $7,077 | Yes (X) | ||
| KATHLEEN SANDERSON | ||||||||
| SENIOR LIFECARE CONSULTANT | 40.00 | 0.00 | $107,673 | $0 | $4,132 | Yes (X) | ||
| MELINDA MILLER | ||||||||
| NURSE PRACTITIONER | 40.00 | 0.00 | $128,994 | $0 | $5,195 | Yes (X) | ||
| KAREN PIOMELLI | ||||||||
| DIRECTOR OF CULINARY & NUTRITION SVCS | 40.00 | 0.00 | $104,072 | $0 | $11,363 | Yes (X) | ||
| MARY REIHL | ||||||||
| DIRECTOR OF FITNESS & REHAB SVCS | 40.00 | 0.00 | $100,330 | $0 | $18,188 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $546,494 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,778,794 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,243,818 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROSIN CREEK COLLABORATIVE LLC | |||||
| 7328 CHURCH HILL ROAD | CHESTERTOWN | MD | 21620 | CONTRACTOR/CONSTRUCTION | $1,180,115 |
| GL MADDEN CONTRACTING | |||||
| 2 ROLLING ROAD | CHESTERTOWN | MD | 21620 | GENERAL CONTRACTOR | $571,840 |
| CHESAPEAKE FAMILY FLOORING | |||||
| 7306 CHURCH HILL ROAD | CHESTERTOWN | MD | 21620 | FLOORING INSTALLATION | $242,407 |
| SNAPNURSE | |||||
| PO BOX 200352 | DALLAS | TX | 75320 | NURSING TEMP | $231,324 |
| MEDICAL SOLUTIONS LLC | |||||
| 1010 N 102ND ST STE 300 | OMAHA | NE | 68114 | NURSING TEMP | $225,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $136,491 | AllOtherContributionsAmt |
| Total Contributions | $136,491 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MONTHLY FEES | 623000 | $12,000,155 | $12,000,155 |
| ENTRANCE FEE AMORTIZATION | 623000 | $4,075,844 | $4,075,844 |
| MEDICARE | 623000 | $1,099,097 | $1,099,097 |
| ADMINISTRATIVE FEE INCOME | 623000 | $371,695 | $371,695 |
| RESIDENT ANCILLIARY REVENUE | 623000 | $240,414 | $240,414 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $125,719 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,912,924 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,445 | TotalRevenueColumnAmt |
| Exclusion | $90,445 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,916 | TotalRevenueColumnAmt |
| Exclusion | $1,916 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,224 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,759 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,465 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,465 | TotalRevenueColumnAmt |
| Exclusion | $15,465 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $685,548 | SecuritiesAmt |
| Other | $1,250 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $627,358 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,190 | SecuritiesAmt |
| Other | $1,250 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,440 | TotalRevenueColumnAmt |
| Exclusion | $59,440 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| APARTMENT MODIFICATIONS | 623000 | $351,667 | $351,667 |
| CAFE & CATERING REVENUE | 722514 | $23,124 | $23,124 |
| EMPLOYEE MEALS | 623000 | $6,509 | $6,509 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,280 | TotalRevenueColumnAmt |
| Exclusion | $3,280 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $384,580 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,601,261 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,912,924 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $551,846 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100 | TotalAmt |
| Program Services | $1,100 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,743 | TotalAmt |
| Program Services | $59,743 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,726,294 | TotalAmt |
| Program Services | $5,401,413 | ProgramServicesAmt |
| Management And General | $324,881 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,328 | TotalAmt |
| Program Services | $100,045 | ProgramServicesAmt |
| Management And General | $4,283 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,551 | TotalAmt |
| Program Services | $873,328 | ProgramServicesAmt |
| Management And General | $1,223 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,009 | TotalAmt |
| Program Services | $400,344 | ProgramServicesAmt |
| Management And General | $21,665 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,866 | TotalAmt |
| Management And General | $54,866 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,578 | TotalAmt |
| Management And General | $36,578 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,520,369 | TotalAmt |
| Program Services | $1,520,369 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,698 | TotalAmt |
| Program Services | $2,029 | ProgramServicesAmt |
| Management And General | $6,669 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,447 | TotalAmt |
| Program Services | $447,610 | ProgramServicesAmt |
| Management And General | $56,837 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Management And General | $25,000 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559,229 | TotalAmt |
| Program Services | $1,559,229 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,511 | TotalAmt |
| Program Services | $21,909 | ProgramServicesAmt |
| Management And General | $602 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,468 | TotalAmt |
| Program Services | $836,468 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,477,666 | TotalAmt |
| Program Services | $2,451,848 | ProgramServicesAmt |
| Management And General | $25,818 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,771 | TotalAmt |
| Program Services | $65,771 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MANAGEMENT SERVICES | $1,540,004 | $1,540,004 | |
| FOOD | $735,602 | $15,358 | $720,244 |
| MEDICAL SUPPLIES | $142,413 | $142,413 | |
| BAD DEBT | $132,348 | $132,348 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,531 | TotalAmt |
| Program Services | $209,879 | ProgramServicesAmt |
| Management And General | $97,652 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,157,526 | TotalAmt |
| Program Services | $14,946,090 | ProgramServicesAmt |
| Management And General | $2,211,436 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,824,530 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,272 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,038 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,883,256 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,105,214 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,551,394 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,008 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,848,712 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,789 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,485,460 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,141,605 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $789,059 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,855,913 | BOYAmt |
| EOY | $0 | 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 | $13,805,998 | BOYAmt |
| EOY | $0 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,801 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,992,799 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,848,712 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,443,735 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$690,341 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$15,746,193 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $136,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $655,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,491 | CurrentTaxYearAmt |
| Total | $1,142,884 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,643,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,155,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,016,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,808,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,297,504 | CurrentTaxYearAmt |
| Total | $82,920,553 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,779,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,213,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,671,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,964,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,433,995 | CurrentTaxYearAmt |
| Total | $84,063,437 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,007 | CurrentTaxYearMinus4YearsAmt |
| Total | $6,007 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,007 | CurrentTaxYearMinus4YearsAmt |
| Total | $6,007 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $84,057,430 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $277,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,585 | CurrentTaxYearAmt |
| Total | $748,060 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $277,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,585 | CurrentTaxYearAmt |
| Total | $748,060 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,916,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,330,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,773,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,241,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,549,580 | CurrentTaxYearAmt |
| Total | $84,811,497 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99050 | PublicSupportPY509Pct |
| Investment Income CY | 0.00880 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00940 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, SECTION A & B: | FormAndLineReferenceDesc |
| Explanation | THE CURRENT TAX YEAR ENDED DECEMBER 31, 2022. EFFECTIVE 12/31/2022 AT 11:59 PM, HERON POINT OF CHESTERTOWN, INC. DISSOLVED AND THE REMAINING ASSETS AND LIABILITIES WERE MERGED INTO INTEGRACE, INC. (52-1710891). | ExplanationTxt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $570,294 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$27,484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,231 | OtherExpendituresAmt |
| Administrative Expenses | $537,579 | AdministrativeExpensesAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $504,057 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $66,237 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $570,294 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $504,057 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,213 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,213 | OtherExpendituresAmt |
| End Year Balance | $504,057 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $504,057 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,869 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,869 | OtherExpendituresAmt |
| End Year Balance | $504,057 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $504,057 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,302 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,302 | OtherExpendituresAmt |
| End Year Balance | $504,057 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ENDOWMENTS PROVIDE FOR THE FINANCIAL SECURITY OF RESIDENTS AND PROTECT AGAINST THE FINANCIAL RISKS ASSOCIATED WITH ADVANCED AGE TO MAINTAINING IN RESIDENCE ANY PERSON WHO BECOMES UNABLE TO PAY REGULAR CHARGES; AND TO PROVIDE EMPLOYEES DEVELOPMENT AND TRAINING OPPORTUNITIES WHICH ENHANCE THEIR ABILITY TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND SPIRITUAL NEEDS OF THOSE SERVED BY THE ORGANIZATION. EFFECTIVE 12/31/2022 AT 11:59 PM, HERON POINT OF CHESTERTOWN, INC. MERGED INTO INTEGRACE, INC. (EIN 52-1710891). THE ADMINISTRATIVE EXPENSES REPRESENT THE AMOUNT OF ENOWMENTS MERGED INTO INTEGRACE, INC. THE ENDOWMENTS WILL CONTINUE TO BE UTILIZED BY INTEGRACE, INC. IN ACCORDANCE WITH DONOR INTENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 & VICE CHAIRMAN | $0 | $602,062 | $0 | $216,524 | $0 | $0 | $0 | $527,221 | $0 | $14,713 | $0 | $1,360,520 | $0 | $0 |
| GLENN D FOX | ||||||||||||||
| SECRETARY | $0 | $364,548 | $0 | $98,940 | $0 | $0 | $0 | $346,217 | $0 | $14,713 | $0 | $824,418 | $0 | $0 |
| KAREN I CHRISTIANSEN | ||||||||||||||
| PRESIDENT & CHAIRMAN | $0 | $444,870 | $0 | $148,176 | $0 | $0 | $0 | $194,451 | $0 | $18,294 | $0 | $805,791 | $0 | $0 |
| JONATHAN D GRANT | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $307,944 | $0 | $73,356 | $0 | $0 | $0 | $7,278 | $0 | $18,249 | $0 | $406,827 | $0 | $0 |
| SUSAN AHERN | ||||||||||||||
| TREASURER | $0 | $254,606 | $0 | $59,166 | $0 | $0 | $0 | $12,200 | $0 | $18,136 | $0 | $344,108 | $0 | $0 |
| PEGGY C VALDIVIA | ||||||||||||||
| ASSISTANT TREASURER | $0 | $177,090 | $0 | $31,512 | $0 | $0 | $0 | $8,482 | $0 | $17,909 | $0 | $234,993 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION HAS AN ANNUAL BOARD OF DIRECTORS' EDUCATIONAL RETREAT NEAR ONE OR MORE OF THE ORGANIZATION'S COMMUNITIES, WHICH MAY REQUIRE SOME OR ALL BOARD MEMBERS TO TRAVEL. SPOUSES OF BOARD MEMBERS ARE ALSO INVITED TO ATTEND AT THE COMPANY'S EXPENSE. THESE SPOUSES PARTICIPATE IN EDUCATIONAL SESSIONS, SINCE THEY TOO HAVE AN INTEREST IN THE MISSION OF THE ORGANIZATION, FREQUENTLY BECOME INVOLVED IN DISCUSSION OF THEIR SPOUSE'S ROLE AND HOW THE ORGANIZATION FUNCTIONS, AND ALSO MUST PROVIDE ENABLING SUPPORT TO THE BOARD MEMBER. IN ADDITION, SPOUSES ALSO PROVIDE INSIGHT INTO THE EFFECTS OF ORGANIZATIONAL PLANS AND STRATEGIES. AS SUCH, THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 3 | IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2020, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE MEDIAN AND SLIGHTLY ABOVE IN ACCORDANCE WITH LEVELS IDENTIFIED IN THE STUDY. THE REPORTS' FINDINGS ARE REVIEWED WITH THE PARENT BOARD OFFICERS. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. |
| PART I, LINE 4B | OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN, GLENN D. FOX, AND GERALD T. GRANT INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $182,251 FOR KAREN I. CHRISTIANSEN (NON-VESTED), $334,017 FOR GLENN D. FOX (NON-VESTED), AND $515,021 FOR GERALD T. GRANT (NON-VESTED). |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR W JACKSON STENGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR OF HP | RelationshipDescriptionTxt |
| Transaction | $59,743 | TransactionAmt |
| Transaction | FAMILY RELATIONSHIP; DR. W. JACKSON STENGER, A DIRECTOR OF HERON POINT OF HESTERTOWN, INC., HAS ONE FAMILY MEMBER WHO IS EMPLOYED BY HERON POINT OF CHESTERTOWN, INC. DR. STENGER DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail (8 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| INTEGRACE INC | |||||||||
| CASH | 2022-12-31 | $3,293,025 | BOOK VALUE | 521710891 | 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 501(C)(3) |
| INTEGRACE INC | |||||||||
| ACCOUNTS RECEIVABLE | 2022-12-31 | $950,345 | BOOK VALUE | 521710891 | 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 501(C)(3) |
| INTEGRACE INC | |||||||||
| INVENTORY | 2022-12-31 | $52,745 | BOOK VALUE | 521710891 | 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 501(C)(3) |
| INTEGRACE INC | |||||||||
| PREPAID EXPENSES | 2022-12-31 | $317,996 | BOOK VALUE | 521710891 | 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 501(C)(3) |
| INTEGRACE INC | |||||||||
| PUBLICALLY TRADED SECURITIES | 2022-12-31 | $4,595,493 | BOOK VALUE | 521710891 | 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 501(C)(3) |
| INTEGRACE INC | |||||||||
| LAND, BUILDINGS & EQUIPMENTS | 2022-12-31 | $40,572,704 | BOOK VALUE | 521710891 | 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 501(C)(3) |
| INTEGRACE INC | |||||||||
| INTANGIABLE ASSETS | 2022-12-31 | $22,551,394 | BOOK VALUE | 521710891 | 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 501(C)(3) |
| INTEGRACE INC | |||||||||
| DEFERRED COSTS | 2022-12-31 | $211,323 | BOOK VALUE | 521710891 | 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | Yes (1) | DirectorOfSuccessorInd |
| Employee Of Successor | 0 | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (1) | LiabilitiesPaidInd |
| Bonds Outstanding | Yes (1) | BondsOutstandingInd |
| Bond Liabilities Discharged | Yes (1) | BondLiabilitiesDischargedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2E: | THE FOLLOWING HERON POINT OF CHESTERTOWN, INC. DIRECTORS AND OFFICERS ARE DIRECTORS AND OFFICERS OF THE TRANSFEREE ORGANIZATION, INTEGRACE, INC.: GERALD T. GRANT, KAREN I. CHRISTIANSEN, GLENN D. FOX, JONATHAN D. GRANT, SUSAN AHERN, PEGGY C. VALDIVIA, AND JOHN L. ESTERHAI, JR., MD. |
| PART I, LINE 6C: | THE LIABILITIES OF HERON POINT OF CHESTERTOWN, INC. WERE DISCHARGED IN EFFECT THROUGH THE TRANSFER TO ANOTHER 501(C)(3) ORGANIZATION, INTEGRACE, INC. (EIN 52-1710891), WITH THE UNDERSTANDING THEY WILL BE TIMELY PAID AFTER THE MERGER ON 12/31/2022.AT THE DIRECTION, AND WITH THE CONSENT, OF THE PURCHASER AS THE CURRENT HOLDER OF 100% OF THE 2018B BONDS OUTSTANDING AND HERON POINT, IN ITS CAPACITY AS OBLIGATED ISSUER UNDER THE HERON POINT MTI, THE HERON POINT MASTER TRUSTEE DISCHARGED THE HERON POINT MTI AND RELEASED THE LIENS THEREOF, AND ALL RIGHT, TITLE AND INTEREST OF THE HERON POINT MASTER TRUSTEE IN AND TO THE REVENUE FUND (AS ESTABLISHED UNDER SUCH HERON POINT MTI), INCLUDING ALL MONEYS AND INVESTMENTS THEREIN AND INVESTMENT INCOME THEREON, AND IN ALL OF ITS RIGHT, TITLE AND INTEREST IN AND TO THE PLEDGED REVENUES (AS DEFINED IN SUCH HERON POINT MTI).THE MERGER IS PERMITTED PURSUANT TO THE TERMS OF THE MASTER TRUST INDENTURES. INTEGRACE AND THE INTEGRACE MASTER TRUSTEE ENTERED INTO SUPPLEMENT NO. 2 FOR THE PURPOSE OF PROVIDING FOR THE ISSUANCE BY INTEGRACE OF THE SERIES 2022 MASTER NOTE. THE SERIES 2022 MASTER NOTE REPLACED THE 2018B MASTER NOTE AND THE 2018B MASTER NOTE WAS CANCELLED. THE SERIES 2022 NOTE WAS ISSUED IN A PRINCIPAL AMOUNT OF $21,430,000, WHICH REFLECTS THE OUTSTANDING PRINCIPAL AMOUNT OF THE 2018B BONDS.IN CONNECTION WITH THE MERGER AND THE RELEASE OF THE HERON POINT MASTER INDENTURE, AND AT THE DIRECTION AND WITH THE CONSENT OF THE PURCHASER AND HERON POINT, THE HERON POINT MASTER TRUSTEE FURTHER ASSIGNED THE DEED OF TRUST TO THE INTEGRACE MASTER TRUSTEE IN ORDER TO SECURE THE SERIES 2022 NOTE ISSUED PURSUANT TO SUCH INTEGRACE MASTER INDENTURE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | EFFECTIVE 12/31/2022 AT 11:59 PM, HERON POINT OF CHESTERTOWN, INC. MERGED INTO INTEGRACE, INC. (EIN 52-1710891) AS AN OPERATING DIVISION. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE HAD 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, SECTION A, LINE 3 | ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDED MANAGEMENT SERVICES TO HERON POINT OF CHESTERTOWN, INC. |
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE 12/31/2022 AT 11:59 PM, HERON POINT OF CHESTERTOWN, INC. MERGED INTO INTEGRACE, INC. (EIN 52-1710891) AS AN OPERATING DIVISION. SEE SCHEDULE N FOR THE DISTRIBUTION OF ASSETS UPON DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 6 | HERON POINT OF CHESTERTOWN, INC. WAS A MARYLAND TAX-EXEMPT ORGANIZATION OF WHICH ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION AND DEVELOPMENT COMPANY, LLC), WAS THE SOLE MEMBER. EFFECTIVE 12/31/2022 AT 11:59 PM, HERON POINT OF CHESTERTOWN, INC. MERGED INTO INTEGRACE, INC. (EIN 52-1710891) AS AN OPERATING DIVISION. |
| FORM 990, PART VI, SECTION A, LINE 7A | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION AND DEVELOPMENT COMPANY, LLC), WAS THE SOLE MEMBER OF HERON POINT OF CHESTERTOWN, INC. AS SOLE MEMBER, IT HAD THE RIGHT TO ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD. EFFECTIVE 12/31/2022 AT 11:59 PM, HERON POINT OF CHESTERTOWN, INC. MERGED INTO INTEGRACE, INC. (EIN 52-1710891) AS AN OPERATING DIVISION. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION AND DEVELOPMENT COMPANY, LLC), WAS THE SOLE MEMBER OF HERON POINT OF CHESTERTOWN, INC. AS SOLE MEMBER, IT HAD THE RIGHT TO APPROVE ALL AMENDMENTS OR ALTERATIONS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE CHANGES BECOME EFFECTIVE. EFFECTIVE 12/31/2022 AT 11:59 PM, HERON POINT OF CHESTERTOWN, INC. MERGED INTO INTEGRACE, INC. (EIN 52-1710891) AS AN OPERATING DIVISION. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER REVIEW BY THE CFO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE BOARD OF DIRECTORS' AUDIT AND COMPLIANCE COMMITTEE, WHICH INCLUDES TWO CERTIFIED PUBLIC ACCOUNTANTS. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF THE HERON POINT OF CHESTERTOWN, INC. GOVERNING BODY BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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, SECTION B, LINE 15 | IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2020, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE MEDIAN AND SLIGHTLY ABOVE IN ACCORDANCE WITH LEVELS IDENTIFIED IN THE STUDY. THE REPORTS' FINDINGS ARE REVIEWED WITH THE PARENT BOARD OFFICERS. 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, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE FILED 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 THE COMMUNITY. 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, COMPENSATION OF OFFICERS* | OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR KAREN I. CHRISTIANSEN (NON-VESTED), GLENN D. FOX (NON-VESTED), AND GERALD T. GRANT (NON-VESTED). |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -4,165. MERGER INTO INTEGRACE, INC. -15,742,028. |
| FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING | THE PROCESS FOR THE ORGANIZATION'S AUDIT AND COMPLIANCE COMMITTEE OVERSIGHT OF THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS AND THOSE OF ITS AFFILIATES HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 231900132 | OWNS AND OPERATES CONTINUING CARE REITREMENT COMMUNITIES | PA | 501(C)(3) | LINE 10 | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS RETIREMENT SERVICES INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 264573260 | SUPPORTING ORGANIZATION | PA | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| ACTS SIGNATURE COMMUNITY SERVICES INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 264573131 | HOSPICE, HOME HEALTH AND PRIMARY CARE SERVICES | PA | 501(C)(3) | LINE 10 | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS MANAGEMENT SERVICES INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 264573412 | CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES | PA | 501(C)(3) | LINE 12B, II | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS LEGACY FOUNDATION INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 912161987 | FUNDRAISING | DE | 501(C)(3) | LINE 12A, I | ACTS RETIREMENT SERVICES INC | 0 | |
| THE EVERGREENS | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 210634485 | CONTINUING CARE RETIREMENT COMMUNITY | NJ | 501(C)(3) | LINE 10 | ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC | 0 | |
| COPPER RIDGE INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 521750659 | LONG-TERM CARE FACILITY | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | 0 | |
| INTEGRACE INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 521710891 | OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES | MD | 501(C)(3) | LINE 10 | ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC | 0 | |
| PRESBYTERIAN RETIREMENT CORPORATION INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 630770753 | CONTINUING CARE RETIREMENT COMMUNITY | AL | 501(C)(3) | LINE 10 | ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments