ACTS RETIREMENT-LIFE COMMUNITIES INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ACTS RETIREMENT-LIFE COMMUNITIES INC (EIN 23-1900132)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-12
IRS object ID: 202123169349305217
Schema version: 2020v4.1
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	2021-11-12T11:44:07-06:00	ReturnTs
Tax Period End	2020-12-31	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	2020-01-01	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	SUSAN AHERN	PersonNm
Person Title	SENIOR VICE PRESIDENT, CFO	PersonTitleTxt
Phone	2156618330	PhoneNum
Signature	2021-11-12	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	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KERRI N BOGDA CPA	PreparerPersonNm
PTIN	P00760402	PTIN
Phone	7177404863	PhoneNum
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	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
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	$581,250,291	GrossReceiptsAmt
Group Return For Affiliates	0	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	18	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	7248	TotalEmployeeCnt
Total Volunteers	1416	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,839,084	PYContributionsGrantsAmt
CY Contributions Grants	$19,473,479	CYContributionsGrantsAmt
PY Program Service Revenue	$428,288,718	PYProgramServiceRevenueAmt
CY Program Service Revenue	$436,594,181	CYProgramServiceRevenueAmt
PY Investment Income	$8,167,832	PYInvestmentIncomeAmt
CY Investment Income	$9,064,820	CYInvestmentIncomeAmt
PY Other Revenue	$5,953,483	PYOtherRevenueAmt
CY Other Revenue	$4,902,756	CYOtherRevenueAmt
PY Total Revenue	$446,249,117	PYTotalRevenueAmt
CY Total Revenue	$470,035,236	CYTotalRevenueAmt
PY Grants And Similar Paid	$190,752	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$116,413	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$192,644,363	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$208,401,824	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$33,753	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$242,636,340	PYOtherExpensesAmt
CY Other Expenses	$251,614,126	CYOtherExpensesAmt
PY Total Expenses	$435,505,208	PYTotalExpensesAmt
CY Total Expenses	$460,132,363	CYTotalExpensesAmt
PY Revenues Less Expenses	$10,743,909	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$9,902,873	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,660,938,549	TotalAssetsBOYAmt
Total Assets EOY	$1,756,818,776	TotalAssetsEOYAmt
Total Liabilities BOY	$1,540,810,830	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,618,283,227	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$120,127,719	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$138,535,549	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, HONESTY, AND RESPECT WITHOUT PREJUDICE OR PREFERENCE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$389,963,129	ExpenseAmt
Grant	$116,413	GrantAmt
Revenue	$441,389,286	RevenueAmt
Desc	ACTS PROVIDES COMPREHENSIVE LIFE CARE SERVICES TO SENIOR ADULTS AGED 62 AND OLDER THAT INCLUDE 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 ACCOMMODATIONS 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 2020, ACTS SERVED, ON AVERAGE, 6,766 RESIDENTS IN INDEPENDENT LIVING, 711 RESIDENTS IN ASSISTED LIVING, AND 1,047 RESIDENTS IN SKILLED CARE.	Desc
Total Program Service Expenses	$389,963,129	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	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	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
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	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	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	792	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	7248	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	18	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	0	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	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
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	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	SUSAN AHERN SENIOR VICE PRESIDENT	PersonNm
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 (51 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ANNLOUISE DEVENNEY
DIRECTOR	2.00	0.10	Yes (X)	$0	$0	$0
DANIEL W LAWSON II
DIRECTOR	0.50	0.10	Yes (X)	$0	$0	$0
DILIP A KULATHUM
VICE CHAIRMAN	2.00	5.50	Yes (X)	$0	$0	$0	Yes (X)
ELRIC C GERNER
SECRETARY	1.70	1.60	Yes (X)	$0	$0	$0	Yes (X)
GEORGE R GUNN JR
DIRECTOR	1.20	0.30	Yes (X)	$0	$0	$0
GERALD T GRANT
CEO	30.00	23.00	Yes (X)	$0	$732,307	$424,909	Yes (X)
H BRUCE DETWEILER
DIRECTOR	0.80	0.60	Yes (X)	$0	$0	$0
JAMES H WORTH
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
JOHN E LAMMERS MD
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
JOHN L ESTERHAI JR MD
CHAIRMAN	2.00	2.50	Yes (X)	$0	$0	$0	Yes (X)
LARRY D MARR
DIRECTOR	0.30	0.00	Yes (X)	$0	$0	$0
MARVIN MASHNER
DIRECTOR	2.50	2.55	Yes (X)	$0	$0	$0
MICHAEL D KELLY
TREASURER	2.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
ROBERT B EVANS
DIRECTOR	4.00	2.00	Yes (X)	$0	$0	$0
SUSAN B ALLMOND
DIRECTOR	1.50	0.60	Yes (X)	$0	$0	$0
THOMAS A DUNN III
DIRECTOR	2.00	0.20	Yes (X)	$0	$0	$0
THOMAS D CLEMENS
DIRECTOR	1.00	1.00	Yes (X)	$0	$0	$0
WILLIAM W REYNOLDS JR EDD
DIRECTOR (UNTIL JAN. '21)	1.00	2.00	Yes (X)	$0	$0	$0
CHARLES W COXSON III
EXEC VP/COO	30.00	15.00		$0	$422,637	$346,093	Yes (X)
CHRISTOPHER J HARTMAN SR
VP, IT OPERATIONS	30.00	15.00		$0	$199,088	$18,862	Yes (X)
CLAIRE E HALTON
VP HUMAN RESOURCES	30.00	15.00		$0	$315,301	$21,237	Yes (X)
DEIRDRE GROENEN
SVP HUMAN RESOURCES	30.00	15.00		$0	$215,176	$5,402	Yes (X)
GARY J N GINTER
VP PROCUREMENT & CONTRACT MGMT	35.00	10.00		$0	$265,890	$24,847	Yes (X)
GEORGE R BRYAN
VP, SOUTHEAST REGION	30.00	16.00		$0	$276,838	$24,912	Yes (X)
GLENN D FOX
EXEC VP, LEGAL, ASSISTANT SECRETARY	22.00	30.25		$0	$419,037	$25,784	Yes (X)
HOLLY S SCHADE
SVP, HEALTH & HOME SERVICE	5.00	40.00		$0	$327,302	$18,917	Yes (X)
IAIN W CRICHTON
VP MISSION SUPP/SPIRITUAL LIFE	30.00	15.00		$0	$206,436	$22,071	Yes (X)
JAMES H PETTY
SVP, STARTEGY & BUSINESS DEVELOPMENT	30.00	15.00		$0	$322,949	$29,162	Yes (X)
JEFFERSON D KAIGHN
EXEC VP/CAO	30.00	15.00		$0	$385,445	$193,712	Yes (X)
JEREMY O NEELY
VP, NORTHEAST REGION	30.00	15.00		$0	$274,858	$22,282	Yes (X)
JONATHAN D GRANT
SVP, COMMUNITY OPERATIONS	30.00	17.60		$0	$316,314	$20,996	Yes (X)
KAREN I CHRISTIANSEN
PRESIDENT & ASSISTANT TREASURER	30.00	23.00		$0	$526,114	$182,425	Yes (X)
KENNETH J KARMERIS
SVP, REAL ESTATE SERVICES	25.00	20.00		$0	$299,637	$25,638	Yes (X)
LORI M WOODWARD
SVP SALES & MARKETING	25.00	20.00		$0	$346,613	$18,924	Yes (X)
MEGAN LONGLEY
VP SALES	30.00	15.00		$0	$269,062	$13,466	Yes (X)
PATRICK PLUMADORE
VP, DINING SERVICES	30.00	15.00		$0	$253,138	$623	Yes (X)
PAUL M REINBOLD MD CMD
VP & CHIEF MEDICAL DIRECTOR	30.00	15.00		$0	$90,685	$2,578	Yes (X)
PETER J KRESS
VP/CIO	30.00	15.00		$0	$312,462	$29,106	Yes (X)
RICHARD A WINTER
SVP, CFO	30.00	22.25		$0	$334,782	$25,647	Yes (X)
ROBERT A WESTERVELT
VP, AUDIT & COMPLIANCE	30.00	15.00		$0	$322,391	$7,821	Yes (X)
SEAN T FLETCHER
VP CONSTRUCTION SERVICES	30.00	15.00		$0	$234,112	$16,683	Yes (X)
STEPHEN LAPIERRE
VP, CHESAPEAKE REGION	30.00	15.00		$0	$260,352	$17,477	Yes (X)
STEPHEN V EGGLES
VP, MIDSOUTH REGION	30.00	15.00		$0	$271,726	$28,809	Yes (X)
SUSAN AHERN
VICE PRESIDENT & CONTROLLER	30.00	22.25		$0	$244,832	$27,711	Yes (X)
TERESA MOORE
VP, RESIDENT HEALTH SERVICES	30.00	15.00		$0	$199,485	$22,105	Yes (X)
TERUKO A WHITE
VP MID-ATLANTIC REGION	30.00	15.00		$0	$277,546	$18,582	Yes (X)
BRIAN LEVESQUE
EXECUTIVE DIRECTOR	40.00	5.00		$0	$201,950	$18,923		Yes (X)
DIONNE M JAMES
EXECUTIVE DIRECTOR	40.00	5.00		$0	$190,158	$14,680		Yes (X)
JOYA MAROTTA
CAMPUS EXECUTIVE DIRECTOR	40.00	5.00		$0	$201,259	$15,163		Yes (X)
ROBIN GLIBOFF
EXECUTIVE DIRECTOR	40.00	5.00		$0	$193,580	$14,735		Yes (X)
STEVEN W MESSER
CAMPUS EXECUTIVE DIRECTOR	40.00	5.00		$0	$207,082	$22,263		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$9,916,544	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,722,545	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	70	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
EDIFICE INC
PO BOX 36349	CHARLOTTE	NC	28236	GENERAL CONTRACTOR	$10,339,514
COMPLETE PROPERTY DEVELOPMENT
PO BOX 970076	COCONUT CREEK	FL	33097	GENERAL CONTRACTOR	$7,048,754
IRWIN & LEIGHTON INC
1014 W 9TH AVE	KING OF PRUSSIA	PA	19406	GENERAL CONTRACTOR	$6,245,234
MASTER KRAFT INC
3350 SMITH FARM RD	MATTHEWS	NC	28104	CARPENTRY	$4,389,403
WARFEL CONSTRUCTION COMPANY
1110 ENTERPRISE ROAD	EAST PETERSBURG	PA	17520	GENERAL CONTRACTOR	$3,808,244

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	189	CntrctRcvdGreaterThan100KCnt
Related Organizations	$2,626,124	RelatedOrganizationsAmt
Government Grants	$16,847,355	GovernmentGrantsAmt
Total Contributions	$19,473,479	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MONTHLY FEES	623000	$271,731,076	$271,731,076
ENTRANCE FEE AMORT.	623000	$104,221,295	$104,221,295
MEDICARE AND MEDICAID	623000	$30,530,946	$30,530,946
MEDICAL SERVICES REV.	623000	$20,732,236	$20,732,236
ADMINISTRATIVE FEE	623000	$6,569,698	$6,569,698

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,808,930	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,808,930	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$436,594,181	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,991,123	TotalRevenueColumnAmt
Exclusion	$6,991,123	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,024,599	TotalRevenueColumnAmt
Exclusion	$1,024,599	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$768,937	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$661,286	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$107,651	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$107,651	TotalRevenueColumnAmt
Exclusion	$107,651	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$111,597,108	SecuritiesAmt
Other	$5,759	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$110,553,769	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,043,339	SecuritiesAmt
Other	$5,759	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,049,098	TotalRevenueColumnAmt
Exclusion	$1,049,098	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
APARTMENT MODIFICATION	623000	$3,448,911	$3,448,911
CAFE & CATERING INCOME	722514	$1,017,136	$1,017,136
DISCOUNTS EARNED	623000	$3,211	$3,211

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$325,847	TotalRevenueColumnAmt
Exclusion	$325,847	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,795,105	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$470,035,236	TotalRevenueColumnAmt
Related Or Exempt Func Income	$436,594,181	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$13,967,576	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$16,633	TotalAmt
Program Services	$16,633	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$99,780	TotalAmt
Program Services	$99,780	ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$397,870	TotalAmt
Program Services	$397,870	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$165,894,150	TotalAmt
Program Services	$157,398,808	ProgramServicesAmt
Management And General	$8,495,342	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,956,804	TotalAmt
Program Services	$3,946,675	ProgramServicesAmt
Management And General	$10,129	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$26,247,327	TotalAmt
Program Services	$23,415,959	ProgramServicesAmt
Management And General	$2,831,368	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$11,905,673	TotalAmt
Program Services	$11,246,000	ProgramServicesAmt
Management And General	$659,673	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$855,350	TotalAmt
Management And General	$855,350	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$375,842	TotalAmt
Management And General	$375,842	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$870,907	TotalAmt
Management And General	$870,907	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$16,503,343	TotalAmt
Program Services	$15,433,538	ProgramServicesAmt
Management And General	$1,069,805	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,827,689	TotalAmt
Program Services	$18,969	ProgramServicesAmt
Management And General	$3,808,720	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,196,371	TotalAmt
Program Services	$12,220,699	ProgramServicesAmt
Management And General	$4,975,672	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$4,551,310	TotalAmt
Management And General	$4,551,310	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$35,384,186	TotalAmt
Program Services	$34,723,599	ProgramServicesAmt
Management And General	$660,587	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$539,110	TotalAmt
Program Services	$473,637	ProgramServicesAmt
Management And General	$65,473	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$239,030	TotalAmt
Management And General	$239,030	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$24,281,146	TotalAmt
Program Services	$24,281,146	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$76,644,180	TotalAmt
Program Services	$71,752,769	ProgramServicesAmt
Management And General	$4,891,411	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$591,428	TotalAmt
Program Services	$591,151	ProgramServicesAmt
Management And General	$277	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
MANAGEMENT SERVICES	$32,937,728	$32,937,728
FOOD EXPENSE	$23,126,342	$567,042	$22,559,300
MEDICAL SUPPLIES	$5,025,423		$5,025,423
NURSING HOME ASSESSMENT	$1,535,821		$1,535,821

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,128,920	TotalAmt
Program Services	$4,825,352	ProgramServicesAmt
Management And General	$2,303,568	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$460,132,363	TotalAmt
Program Services	$389,963,129	ProgramServicesAmt
Management And General	$70,169,234	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$55,152	BOYAmt
EOY	$56,631	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$27,102,235	BOYAmt
EOY	$17,223,256	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$20,534,979	BOYAmt
EOY	$26,053,435	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,611,634	BOYAmt
EOY	$9,174,218	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,182,997,665	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$908,850,292	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,251,384,984	BOYAmt
EOY	$1,274,147,373	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$310,043,224	BOYAmt
EOY	$379,301,454	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$10,597,092	BOYAmt
EOY	$6,250,516	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$30,643,465	BOYAmt
EOY	$33,856,088	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,965,784	BOYAmt
EOY	$10,755,805	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,660,938,549	BOYAmt
EOY	$1,756,818,776	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$66,289,529	BOYAmt
EOY	$65,297,344	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$708,159,334	BOYAmt
EOY	$719,896,325	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$617,238,056	BOYAmt
EOY	$729,373,047	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$125,210,066	BOYAmt
EOY	$79,522,245	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$23,913,845	BOYAmt
EOY	$24,194,266	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,540,810,830	BOYAmt
EOY	$1,618,283,227	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	$89,484,254	BOYAmt
EOY	$104,679,461	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$30,643,465	BOYAmt
EOY	$33,856,088	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$120,127,719	BOYAmt
EOY	$138,535,549	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,660,938,549	BOYAmt
EOY	$1,756,818,776	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$9,902,873	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$9,986,135	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$1,481,178	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	0	FederalGrantAuditRequiredInd

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	$2,452,751	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,743,862	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,720,765	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,839,084	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,473,479	CurrentTaxYearAmt
Total	$31,229,941	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$359,098,366	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$385,589,688	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$411,872,297	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$434,046,605	CurrentTaxYearMinus1YearAmt
Current Tax Year	$441,389,286	CurrentTaxYearAmt
Total	$2,031,996,242	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$361,551,117	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$388,333,550	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$414,593,062	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$437,885,689	CurrentTaxYearMinus1YearAmt
Current Tax Year	$460,862,765	CurrentTaxYearAmt
Total	$2,063,226,183	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	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)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$2,063,226,183	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,182,651	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,121,668	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,857,492	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,832,822	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,784,659	CurrentTaxYearAmt
Total	$43,779,292	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,182,651	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,121,668	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,857,492	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,832,822	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,784,659	CurrentTaxYearAmt
Total	$43,779,292	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$369,733,768	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$396,455,218	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$423,450,554	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$447,718,511	CurrentTaxYearMinus1YearAmt
Current Tax Year	$469,647,424	CurrentTaxYearAmt
Total	$2,107,005,475	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.97920	PublicSupportCY509Pct
Public Support PY509	0.97780	PublicSupportPY509Pct
Investment Income CY	0.02080	InvestmentIncomeCYPct
Investment Income PY	0.02220	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

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$443,308,545	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$443,308,545	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

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 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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	Yes (1)	AgentTrusteeEtcInd
Beginning Balance	$31,363	BeginningBalanceAmt
Additions During Year	$235,663	AdditionsDuringYearAmt
Distributions During Year	$226,768	DistributionsDuringYearAmt
Ending Balance	$40,258	EndingBalanceAmt
Incl Escrow Custodial Acct Liab	0	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,613,922	BeginningYearBalanceAmt
Investment Earnings Or Losses	$58,187	InvestmentEarningsOrLossesAmt
Other Expenditures	$58,187	OtherExpendituresAmt
End Year Balance	$2,613,922	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,613,922	BeginningYearBalanceAmt
Investment Earnings Or Losses	$115,960	InvestmentEarningsOrLossesAmt
Other Expenditures	$115,960	OtherExpendituresAmt
End Year Balance	$2,613,922	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,893,422	BeginningYearBalanceAmt
Contributions	$720,500	ContributionsAmt
Investment Earnings Or Losses	$60,365	InvestmentEarningsOrLossesAmt
Other Expenditures	$60,365	OtherExpendituresAmt
End Year Balance	$2,613,922	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$57,549,030	OtherCostOrOtherBasisAmt
Book Value	$57,549,030	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,937,523,178	OtherCostOrOtherBasisAmt
Depreciation	$784,403,343	DepreciationAmt
Book Value	$1,153,119,835	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$35,906,345	OtherCostOrOtherBasisAmt
Depreciation	$26,900,435	DepreciationAmt
Book Value	$9,005,910	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$152,019,112	OtherCostOrOtherBasisAmt
Depreciation	$97,546,514	DepreciationAmt
Book Value	$54,472,598	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,274,147,373	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
UNIT DEPOSITS	$13,148,935
FAIR MARKET VALUE OF INVESTMENT CONTRACTS	$11,045,331

Field	Value	IRS element (for citing)
Total Liability	$24,194,266	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV, LINE 1B:	FormAndLineReferenceDesc
Explanation	ACTS RETIREMENT-LIFE COMMUNITIES, INC. FUNCTIONS AS A CUSTODIAN FOR THE RECEIPT AND DISTRIBUTION OF FUNDS FOR PATIENTS ON MEDICAID.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	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	162	RecipientCnt
Cash Grant	$99,780	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	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 2020 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)
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 (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	$568,087	$0	$164,220	$0	$0	$0	$410,477	$0	$14,432	$0	$1,157,216	$0	$0
CHARLES W COXSON III
EXEC VP/COO	$0	$334,567	$0	$88,070	$0	$0	$0	$328,234	$0	$17,859	$0	$768,730	$0	$0
KAREN I CHRISTIANSEN
PRESIDENT & ASSISTANT TREASURER	$0	$422,821	$0	$103,293	$0	$0	$0	$164,566	$0	$17,859	$0	$708,539	$0	$0
JEFFERSON D KAIGHN
EXEC VP/CAO	$0	$304,738	$0	$80,707	$0	$0	$0	$179,329	$0	$14,383	$0	$579,157	$0	$0
GLENN D FOX
EXEC VP, LEGAL, ASSISTANT SECRETARY	$0	$342,840	$0	$76,197	$0	$0	$0	$11,400	$0	$14,384	$0	$444,821	$0	$0
LORI M WOODWARD
SVP SALES & MARKETING	$0	$280,705	$0	$65,908	$0	$0	$0	$11,400	$0	$7,524	$0	$365,537	$0	$0
RICHARD A WINTER
SVP, CFO	$0	$280,359	$0	$54,423	$0	$0	$0	$11,400	$0	$14,247	$0	$360,429	$0	$0
JAMES H PETTY
SVP, STARTEGY & BUSINESS DEVELOPMENT	$0	$259,426	$0	$63,523	$0	$0	$0	$11,400	$0	$17,762	$0	$352,111	$0	$0
HOLLY S SCHADE
SVP, HEALTH & HOME SERVICE	$0	$265,451	$0	$61,851	$0	$0	$0	$11,400	$0	$7,517	$0	$346,219	$0	$0
PETER J KRESS
VP/CIO	$0	$251,875	$0	$60,587	$0	$0	$0	$11,400	$0	$17,706	$0	$341,568	$0	$0
JONATHAN D GRANT
SVP, COMMUNITY OPERATIONS	$0	$255,140	$0	$61,174	$0	$0	$0	$3,246	$0	$17,750	$0	$337,310	$0	$0
CLAIRE E HALTON
VP HUMAN RESOURCES	$0	$275,032	$0	$40,269	$0	$0	$0	$7,723	$0	$13,514	$0	$336,538	$0	$0
ROBERT A WESTERVELT
VP, AUDIT & COMPLIANCE	$0	$286,303	$0	$36,088	$0	$0	$0	$7,392	$0	$429	$0	$330,212	$0	$0
KENNETH J KARMERIS
SVP, REAL ESTATE SERVICES	$0	$244,575	$0	$55,062	$0	$0	$0	$11,400	$0	$14,238	$0	$325,275	$0	$0
GEORGE R BRYAN
VP, SOUTHEAST REGION	$0	$229,064	$0	$47,774	$0	$0	$0	$9,172	$0	$15,740	$0	$301,750	$0	$0
STEPHEN V EGGLES
VP, MIDSOUTH REGION	$0	$226,440	$0	$45,286	$0	$0	$0	$11,169	$0	$17,640	$0	$300,535	$0	$0
JEREMY O NEELY
VP, NORTHEAST REGION	$0	$226,104	$0	$48,754	$0	$0	$0	$11,277	$0	$11,005	$0	$297,140	$0	$0
TERUKO A WHITE
VP MID-ATLANTIC REGION	$0	$230,034	$0	$47,512	$0	$0	$0	$11,185	$0	$7,397	$0	$296,128	$0	$0
GARY J N GINTER
VP PROCUREMENT & CONTRACT MGMT	$0	$222,030	$0	$43,860	$0	$0	$0	$10,695	$0	$14,152	$0	$290,737	$0	$0
MEGAN LONGLEY
VP SALES	$0	$227,889	$0	$41,173	$0	$0	$0	$6,111	$0	$7,355	$0	$282,528	$0	$0
STEPHEN LAPIERRE
VP, CHESAPEAKE REGION	$0	$219,037	$0	$41,315	$0	$0	$0	$10,136	$0	$7,341	$0	$277,829	$0	$0
SUSAN AHERN
VICE PRESIDENT & CONTROLLER	$0	$203,422	$0	$41,410	$0	$0	$0	$10,133	$0	$17,578	$0	$272,543	$0	$0
PATRICK PLUMADORE
VP, DINING SERVICES	$0	$237,950	$0	$15,188	$0	$0	$0	$0	$0	$623	$0	$253,761	$0	$0
SEAN T FLETCHER
VP CONSTRUCTION SERVICES	$0	$196,038	$0	$38,074	$0	$0	$0	$9,377	$0	$7,306	$0	$250,795	$0	$0
STEVEN W MESSER
CAMPUS EXECUTIVE DIRECTOR	$0	$175,316	$0	$31,766	$0	$0	$0	$8,492	$0	$13,771	$0	$229,345	$0	$0
IAIN W CRICHTON
VP MISSION SUPP/SPIRITUAL LIFE	$0	$174,107	$0	$32,329	$0	$0	$0	$8,100	$0	$13,971	$0	$228,507	$0	$0
TERESA MOORE
VP, RESIDENT HEALTH SERVICES	$0	$174,662	$0	$24,823	$0	$0	$0	$8,142	$0	$13,963	$0	$221,590	$0	$0
BRIAN LEVESQUE
EXECUTIVE DIRECTOR	$0	$178,702	$0	$23,248	$0	$0	$0	$8,270	$0	$10,653	$0	$220,873	$0	$0
DEIRDRE GROENEN
SVP HUMAN RESOURCES	$0	$215,176	$0	$0	$0	$0	$0	$0	$0	$5,402	$0	$220,578	$0	$0
CHRISTOPHER J HARTMAN SR
VP, IT OPERATIONS	$0	$175,488	$0	$23,600	$0	$0	$0	$8,097	$0	$10,765	$0	$217,950	$0	$0
JOYA MAROTTA
CAMPUS EXECUTIVE DIRECTOR	$0	$171,592	$0	$29,667	$0	$0	$0	$8,127	$0	$7,036	$0	$216,422	$0	$0
ROBIN GLIBOFF
EXECUTIVE DIRECTOR	$0	$164,082	$0	$29,498	$0	$0	$0	$7,783	$0	$6,952	$0	$208,315	$0	$0
DIONNE M JAMES
EXECUTIVE DIRECTOR	$0	$166,821	$0	$23,337	$0	$0	$0	$7,703	$0	$6,977	$0	$204,838	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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 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 RECRUITEMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE LEVELS FROM THE MEDIAN UP TO THE SEVENTY-FIFTH PERCENTILE AS IDENTIFIED IN THE STUDY. THE REPORTS' GENERAL FINDINGS ARE REVIEWED WITH 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, CHARLES W. COXSON, III, GERALD T. GRANT, AND JEFFERSON D. KAIGHN INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $153,166 FOR KAREN I. CHRISTIANSEN (NON-VESTED), $316,834 FOR CHARLES W. COXSON, III (NON-VESTED), $399,077 FOR GERALD T. GRANT (NON-VESTED), AND $167,929 FOR JEFFERSON D. KAIGHN (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
MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
A	232245125	61360PCB4	2012-07-25	$86,115,944	ISSUED TO REFUND THE SERIES 1998 PA BONDS & FUND CAP. IMPROVEMENTS	0	0	0
PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY
B	521297506	69650MAK5	2012-07-25	$14,647,385	ISSUED TO REFUND THE SERIES 1998 FL BONDS, ISSUED DEC. 1998	0	0	0
GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY
C	581501826	362763AN4	2012-07-25	$13,343,290	ISSUED TO REFUND THE SERIES 1999 BONDS, ISSUED DEC. 1999	0	0	0
GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY
D	581501826	362754DM2	2003-12-10	$38,500,000	GA VARIABLE RATE BONDS SERIES 2003B ISSUED TO FUND COMMUNITY EXPANSION	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Working Capital ExpendituresWorkingCapitalExpendituresAmt
A	$80,465,000	$86,115,944	$43	$1,320,425	$861,004	$15,317,017	$66,186,811	2015	Yes (1)	Yes (1)	Yes (1)
B		$14,647,385	$783,290		$157,094		$13,823,791	2012	Yes (1)	Yes (1)	Yes (1)
C	$5,930,000	$13,343,290	$800,629		$143,578		$12,627,362	2012	Yes (1)	Yes (1)	Yes (1)
D	$10,995,000	$38,500,000	$2,538,486		$703,271	$33,026,073	$1,940,656	2005	0	Yes (1)	Yes (1)	$580,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	Yes (1)

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	0	0	0	Yes (1)	0	0	Yes (1)	15.300000000000	Yes (1)	0	Yes (1)
AEGON
B	0	0	0	Yes (1)	0	0	Yes (1)	9.300000000000	Yes (1)	0	Yes (1)
AEGON
C	0	0	0	Yes (1)	0	0	Yes (1)	8.300000000000	Yes (1)	0	Yes (1)
BANK OF AMERICA
D	0	0	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)	27.600000000000	Yes (1)	0	Yes (1)	27.900000000000	0	0

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

DATE REBATE COMPUTATION PERFORMED

ISSUER NAME: MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2017 ISSUER NAME: PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2017 ISSUER NAME: GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2017 ISSUER NAME: GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/15/2018 ISSUER NAME: ESCAMBIA COUNTY HEALTH FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/23/2018

SCHEDULE K, PART IV, LINE 5:

THE MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY BONDS ISSUED 7/25/2012 HAD THE PROJECT FUND GROSS PROCEEDS INVESTED IN A GUARANTEED INVESTMENT CONTRACT WITH BAYERISCH LANDESBANK FOR A TERM OF 2.1 YEARS WHICH EXPIRED JUNE 30, 2015. THE REGULATORY SAFE HARBOR FOR ESTABLISHING THE FAIR MARKET VALUE OF THE GIC WAS SATISFIED.

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
ESCAMBIA COUNTY HEALTH FACILITIES AUTHORITY
A	521378815	296110FA2	2003-07-24	$25,395,000	TO FUND CAPITAL AND REFUND SERIES 1997 BONDS ISSUED MARCH, 1997	0	0	0
DELAWARE ECONOMIC DEVELOPMENT AUTHORITY
B	510269736	NONEAVAIL	2013-12-16	$47,675,000	TO REFUND THE SERIES 2007A BONDS	0	0	0
MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
C	232245125	61360PCK4	2016-08-16	$116,955,010	ISSUED TO REFUND THE PA SERIES 2006 & 2009 BONDS	0	0	0
PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY
D	521297506	69650MAV1	2016-08-16	$125,913,985	ISSUED TO REFUND THE FL SERIES 2006 2010 BONDS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt
A	$7,600,000	$25,395,000	$2,147,026	$507,900	$1,312,615	$22,364,390	2003	Yes (1)	0	Yes (1)	Yes (1)
B		$47,675,000	$260,405			$47,675,000	2013	Yes (1)	0	Yes (1)	Yes (1)
C		$116,955,010	$809,754	$823,833		$53,274,191	2019	Yes (1)	Yes (1)	Yes (1)	Yes (1)	$1,811,145	$61,045,841
D	$16,655,000	$125,913,985	$2,386,499	$883,611		$101,097,702	2019	Yes (1)	Yes (1)	Yes (1)	Yes (1)	$689,590	$23,243,082

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	Yes (1)

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
AIG
A	0	0	0	Yes (1)	Yes (1)	0	Yes (1)	23.600000000000	Yes (1)	0	Yes (1)
MORGAN STANLEY CAPI
B	0	0	Yes (1)	0	Yes (1)	Yes (1)	0			0	Yes (1)	2.400000000000	0	0
(no name)
C	0	Yes (1)	0	0	0	0	0			0	Yes (1)
(no name)
D	0	Yes (1)	0	0	0	0	0			0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

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
GAINESVILLE AND HALL COUNTY DEVELOPMENT AUTHORITY
A	581501826	362763AQ7	2016-08-16	$8,718,036	ISSUED TO REFUND THE GA SERIES 2009 BONDS	0	0	0
MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
B	232245125	NONEAVAIL	2018-06-28	$31,615,000	TO FUND CAPITAL AND REPAY LINE	0	0	0
PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY
C	521297506	69650MAW9	2018-06-28	$51,751,642	TO FUND CAPITAL AND REPAY LINE	0	0	0
THE DELAWARE ECONOMIC DEVELOPMENT AUTHORITY
D	510269736	246371AA6	2018-06-28	$39,645,855	TO FUND CAPITAL AND REPAY LINE	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt
A	$8,718,036	$59,195	$66,166	$8,651,870	2016	Yes (1)	Yes (1)	Yes (1)
B	$31,615,000	$95,559	$245,189	$12,576,811	2020	0	Yes (1)	Yes (1)	$1,129,871	$17,978,205
C	$51,751,642	$390,147	$426,507	$12,319,135		0	0	Yes (1)	$2,345,115	$21,119,379	$15,541,506
D	$39,645,855	$298,142	$474,576	$11,354,054	2020	0	Yes (1)	Yes (1)	$1,460,000	$26,357,225

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

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	NONEAVAIL	2018-06-28	$32,065,000	TO FUND CAPITAL AND REPAY PRIOR CONSTRUCTION LINE	0	0	0
SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
B	570960018	83704EAA2	2018-06-28	$23,826,256	TO FUND CAPITAL AND REFUND SERIES 2012 BONDS ISSUED FEBRUARY 2012	0	0	0
PUBLIC FINANCE AUTHORITY
C	273866124	74446CAD2	2020-07-16	$54,545,134	TO FUND CAPITAL AND REIMBURSE EXPENDITURES	0	0	0
PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY
D	521297506	69650MAY5	2020-07-16	$21,679,245	TO FUND CAPITAL AND REIMBURSE EXPENDITURES	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt
A	$32,065,000	$96,919	$268,845	$31,796,155	2018	0	Yes (1)
B	$23,826,256	$179,510	$245,464	$21,080,791		Yes (1)	Yes (1)	$150,305	$1,369,382	$980,313
C	$54,545,134	$3,868,631	$462,919	$38,591,004		0	Yes (1)	$593,625	$2,735,416	$12,162,170
D	$21,679,245	$1,527,294	$187,029	$5,167,634		0	Yes (1)	$230,347		$16,094,235

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	232245125	BondIssuerEIN
CUSIP	61360PCM0	CUSIPNum
Bond Issued	2020-07-16	BondIssuedDt
Issue Price	$53,074,470	IssuePriceAmt
Purpose	TO FUND CAPITAL AND REIMBURSE EXPENDITURES	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$53,074,470	TotalProceedsAmt
In Reserve Fund	$3,798,776	InReserveFundAmt
Capitalized Interest	$577,282	CapitalizedInterestAmt
Issuance Costs From Proceeds	$481,191	IssuanceCostsFromProceedsAmt
Capital Expenditures	$1,287,153	CapitalExpendituresAmt
Other Spent Proceeds	$6,092,444	OtherSpentProceedsAmt
Unspent	$44,636,400	UnspentAmt
Refunding Tax Exempt Bonds	0	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	0	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	Yes (1)	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	Yes (1)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	Yes (1)	EngageBondCounselContractsInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00000	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00000	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	Yes (1)	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
CHARLES W COXSON III
OFFICER OF ACTS	$70,175	FAMILY RELATIONSHIP; CHARLES W. COXSON, III, AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC., HAS ONE FAMILY MEMBER WHO IS EMPLOYED BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. MR. COXSON DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE.	0
HOLLY SCHADE
OFFICER OF ACTS	$137,540	FAMILY RELATIONSHIP; HOLLY SCHADE, AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC., HAS THREE FAMILY MEMBERS WHO ARE EMPLOYED BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. THROUGH JUNE 2020. MRS. SCHADE DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE.	0
TERUKO WHITE
OFFICER OF ACTS	$140,052	FAMILY RELATIONSHIP; TERUKO WHITE, AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC., HAS TWO FAMILY MEMBERS WHO ARE EMPLOYED BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. MRS. WHITE DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE.	0
CHRISTOPHER J HARTMAN SR
OFFICER OF ACTS	$39,943	FAMILY RELATIONSHIP; CHRISTOPHER J. HARTMAN, SR., AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC., HAS ONE FAMILY MEMBER WHO IS EMPLOYED BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. MR. HARTMAN DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE.	0
HANK STACK
DIRECTOR OF ACTS LEGACY FOUNDATION	$10,160	FAMILY RELATIONSHIP; HANK STACK, A DIRECTOR OF ACTS LEGACY FOUNDATION, INC., HAS ONE FAMILY MEMBER WHO IS EMPLOYED BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. MR. STACK DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE.	0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, 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, SECTION A, LINE 2	KAREN I. CHRISTIANSEN, AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC., HAS A FAMILY RELATIONSHIP WITH CHRISTOPHER J. HARTMAN, WHO IS ALSO AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC.
FORM 990, PART VI, SECTION A, LINE 3	ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDES MANAGEMENT SERVICES TO ACTS RETIREMENT-LIFE COMMUNITIES, INC.
FORM 990, PART VI, SECTION A, LINE 6	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, SECTION A, LINE 7B	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, SECTION B, LINE 11B	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, 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 ORGANIZATIONS' TOP MANAGEMENT POSITIONS, RANGING FROM COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2020, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE LEVELS FROM THE MEDIAN UP TO THE SEVENTY-FIFTH PERCENTILE AS IDENTIFIED IN THE STUDY. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR.
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 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, COMPENSATION OF OFFICERS*	OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR KAREN I. CHRISTIANSEN (NON-VESTED), CHARLES W. COXSON, III (NON-VESTED), GERALD T. GRANT (NON-VESTED), AND JEFFERSON D. KAIGHN (NON-VESTED).
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -477. CHANGE IN BENEFICIAL INTEREST IN INVESTMENTS OF ACTS LEGACY FOUNDATION 3,212,623. LOSS ON EARLY EXTINGUISHMENT OF DEBT -4,651,926. CHARITABLE GIFT ANNUITY TERMINATION -41,398.
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 ACQUISITION 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	231900132	EIN
Primary Activities	ACQUISITION FLOW THROUGH ENTITY	PrimaryActivitiesTxt
Legal Domicile State	FL	LegalDomicileStateCd
Total Income	$0	TotalIncomeAmt
End Of Year Assets	$0	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 (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ACTS RETIREMENT SERVICES INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	264573260	SUPPORTING ORGANIZATION	PA	501(C)(3)	LINE 12B, II	N/A	0
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		0	ACTS RETIREMENT SERVICES INC
ACTS MANAGEMENT SERVICES INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	264573412	CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES	PA	501(C)(3)	LINE 12B, II		0	ACTS RETIREMENT SERVICES INC
HERON POINT OF CHESTERTOWN INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	521530598	CONTINUING CARE RETIREMENT COMMUNITY	MD	501(C)(3)	LINE 10		0	ACTS ACQUISITION COMPANY LLC
ACTS LEGACY FOUNDATION INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	912161987	FUNDRAISING	DE	501(C)(3)	LINE 12A, I		0	ACTS RETIREMENT SERVICES INC
THE EVERGREENS
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	210634485	CONTINUING CARE RETIREMENT COMMUNITY	NJ	501(C)(3)	LINE 10		0	ACTS ACQUISITION COMPANY LLC
PRESBYTERIAN RETIREMENT CORPORATION INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	630770753	CONTINUING CARE RETIREMENT COMMUNITY	AL	501(C)(3)	LINE 10		0	ACTS ACQUISITION COMPANY LLC
COPPER RIDGE INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	521750659	LONG-TERM CARE FACILITY	MD	501(C)(3)	LINE 10		0	INTEGRACE INC
BUCKINGHAM'S CHOICE INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	521929311	CONTINUING CARE RETIREMENT COMMUNITY	MD	501(C)(3)	LINE 10		0	INTEGRACE INC
BAYLEIGH CHASE INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	200495182	CONTINUING CARE RETIREMENT COMMUNITY	MD	501(C)(3)	LINE 10		0	INTEGRACE INC
INTEGRACE INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	521710891	OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES	MD	501(C)(3)	LINE 10		0	ACTS ACQUISITION COMPANY LLC
INTEGRACE HEALTH INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	521234495	OUTPATIENT MEDICAL SERVICES	MD	501(C)(3)	LINE 10		0	INTEGRACE INC
FAIRHAVEN INC
420 DELAWARE DRIVE	FORT WASHINGTON	PA	190342711	237405177	CONTINUING CARE RETIREMENT COMMUNITY	MD	501(C)(3)	LINE 10		0	INTEGRACE INC

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	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	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	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART II:	FormAndLineReferenceDesc
Explanation	BAYLEIGH CHASE, INC. WAS A RELATED TAX-EXEMPT ORGANIZATION THROUGH 3/30/2020. ON 3/31/2020, BAYLEIGH CHASE, INC. WAS MERGED INTO INTEGRACE, INC. AS AN OPERATING DIVISION. BUCKINGHAM'S CHOICE, INC. WAS A RELATED TAX-EXEMPT ORGANIZATION THROUGH 3/30/2020. ON 3/31/2020, BUCKINGHAM'S CHOICE, INC. WAS MERGED INTO INTEGRACE, INC. AS AN OPERATING DIVISION. FAIRHAVEN, INC. WAS A RELATED TAX-EXEMPT ORGANIZATION THROUGH 3/30/2020. ON 3/31/2020, FAIRHAVEN, INC. WAS MERGED INTO INTEGRACE, INC. AS AN OPERATING DIVISION. INTEGRACE HEALTH, INC. WAS A RELATED TAX-EXEMPT ORGANIZATION THROUGH 3/30/2020. ON 3/31/2020, INTEGRACE HEALTH, INC. DISSOLVED.	ExplanationTxt