2020-11-13T11:53:17-06:00 2019-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2019-01-01 521750659 COPPER RIDGE INC COPP 2156618330 420 DELAWARE DR FORT WASHINGTON PA 190342711 RICHARD A WINTER TREASURER 2156618330 2020-11-13 1 KERRI N BOGDA CPA P00760402 7177404863 174.55.78.125 2020-11-13 08:27:59 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AF78FC311707138AE8A35EE5AF434BBB9CACA7EB 2019 2021-01-29 14:40:06Z X GERALD T GRANT 420 DELAWARE DR FORT WASHINGTON PA 190342711 13848122 0 X WWW.ACTSRETIREMENT.ORG X 1991 MD THE PURPOSE OF COPPER RIDGE, INC. IS TO SERVE OLDER ADULTS SIXTY-TWO YEARS OF AGE AND OLDER, PROVIDING RETIREMENT-LIFE SERVICES INCLUDING 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. 11 8 196 8 0 0 13858 10569 13967623 13176855 224620 198331 340366 244126 14546467 13629881 0 0 0 0 8500084 7668352 0 0 0 8068944 7446471 16569028 15114823 -2022561 -1484942 12830270 25743702 23914028 26098071 -11083758 -354369 X AS AN ACTS RETIREMENT-LIFE COMMUNITY, COPPER RIDGE, 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. 0 0 13624399 0 13176855 COPPER RIDGE, INC. PROVIDES COMPREHENSIVE LIFE CARE SERVICES TO SENIOR ADULTS AGED 62 AND OLDER THAT INCLUDE DINING AND NUTRITIONAL SERVICES, PASTORAL SERVICES, SECURITY, HOUSEKEEPING, MAINTENANCE SERVICES, SOCIAL, CULTURAL, EDUCATIONAL, SPIRITUAL, RECREATIONAL ACTIVITIES, HOME HEALTH, HOSPICE, ASSISTED LIVING AND SKILLED NURSING CARE. COPPER RIDGE, INC. SERVED, ON AVERAGE, 42 RESIDENTS IN ASSISTED LIVING AND 56 RESIDENTS IN SKILLED CARE. 13624399 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 196 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X RICHARD A WINTER TREASURER 2156618330 420 DELAWARE DR FORT WASHINGTON PA 190342711 X GERALD T GRANT CHAIRMAN, PRESIDENT & CEO 0.50 52.50 X X 0 622912 357018 JACLYN HARRIS PRESIDENT (UNTIL 3/19) 8.00 32.00 X X 0 693288 1998 KAREN I CHRISTIANSEN TREASURER & CFO 0.50 52.50 X X 0 418288 176296 JONATHAN T HANSEN CFO (UNTIL 3/19) 8.00 32.00 X 0 476633 4850 GLENN D FOX SECRETARY 1.00 49.00 X 0 356907 25152 JONATHAN D GRANT ASSISTANT SECRETARY 0.10 47.60 X 0 286153 20106 RICHARD A WINTER ASSISTANT TREASURER 1.00 52.00 X 0 255889 15266 RUSSELL MITCHELL EXECUTIVE DIRECTOR 40.00 0.00 X 163077 0 13217 ELIZABETH OMOHUNDRO DIRECTOR OF NURSING 40.00 0.00 X 128829 0 10004 RENEE JOYNER DIRECTOR OF ASSISTED LIVING 40.00 0.00 X 126100 0 6223 EMMANUEL C NWANKWO RN SUPERVISOR 40.00 0.00 X 103197 0 1184 LINDA BURTON DIRECTOR (RETIRED 12/31/19) 0.40 1.80 X 13500 0 0 JOHN L ESTERHAI JR MD DIRECTOR 0.10 4.50 X 0 0 0 DIXON HARVEY CHAIR (UNTIL 3/19) 0.40 1.60 X X 0 0 0 RAY VANHORN DIRECTOR 0.40 2.20 X 0 0 0 MARVIN MASHNER DIRECTOR 0.10 4.80 X 0 0 0 LORNA HOUSE DIRECTOR (UNTIL 11/30/19) 0.30 1.30 X 0 0 0 LEN HARTWIG DIRECTOR 0.10 1.50 X 0 0 0 ANNE WEATHERHOLT DIRECTOR 0.10 0.60 X 0 0 0 ELRIC C GERNER DIRECTOR 0.10 3.30 X 0 0 0 DILIP KULATHUM DIRECTOR 0.25 7.50 X 0 0 0 SUSAN B ALLMOND DIRECTOR 0.10 2.10 X 0 0 0 HALEY DONATO DIRECTOR (UNTIL 3/19) 0.40 1.60 X 0 0 0 RT REV CHILTON KNUDSEN DIRECTOR (UNTIL 3/19) 0.40 1.60 X 0 0 0 CRAIG MEDLYN DIRECTOR (UNTIL 3/19) 0.40 1.60 X 0 0 0 SCOTT BEATTY DIRECTOR (UNTIL 3/19) 0.40 1.60 X 0 0 0 RT REV EUGENE T SUTTON DIRECTOR (UNTIL 3/19) 0.40 1.60 X 0 0 0 BRUCE A CALVERT DIRECTOR (UNTIL 3/19) 0.40 1.60 X 0 0 0 STUART A SMITH III IMMEDIATE PAST CHAIR (UNTIL 3/19) 0.40 1.60 X 0 0 0 FRED DEMERS VICE-CHAIR (UNTIL 3/19) 0.40 1.60 X X 0 0 0 534703 3110070 631314 4 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 CULINARY CONSULTANT 1405671 FUNCTIONAL PATHWAYS OF TENNESSEE 10133 SHERRILL BLVD STE 200 KNOXVILLE TN 37932 REHAB/COMPANION CARE 666356 2 10569 10569 MEDICAL SERVICE REVENUE 623000 7243920 7243920 MEDICARE & MEDICAID 623000 5738067 5738067 RESIDENT ANCILLARY REVENUE 623000 103184 103184 MONTHLY FEES 623000 47184 47184 ADMINISTRATIVE FEES 623000 44500 44500 13176855 190787 190787 14922 59798 -44876 -44876 -44876 165987 158443 7544 7544 7544 RESPITE CARE 623000 249765 249765 CAFE, CATERING, VENDING INCOME 722514 38926 38926 DISCOUNTS EARNED 623000 311 311 289002 13629881 13176855 0 442457 X 6257762 5785844 471918 114391 113717 674 834720 796940 37780 461479 419233 42246 14950 14950 38650 38650 15934 15934 2918067 2856468 61599 85390 85390 235283 166523 68760 56903 56903 481022 480242 780 9564 5963 3601 822102 822102 482214 482214 98136 98136 MANAGEMENT SERVICES 551391 551391 FOOD EXPENSE 540914 540545 369 NURSING HOME ASSESSMENT 448759 448759 MEDICAL SUPPLIES 304081 304081 343111 303632 39479 15114823 13624399 1490424 0 417 417 309667 210488 1901251 2374540 2814488 2520350 44201 0 159249 142416 13176895 369256 6604982 12807639 982147 1173323 13868 0 0 6438893 0 75636 12830270 25743702 1543557 1856737 233561 95863 15932828 14785672 6204082 9359799 23914028 26098071 X -11871269 -1205204 787511 850835 -11083758 -354369 12830270 25743702 X -1484942 -138760 12353091 X 0 1 X 1 0 X 28331 12186 19770 13858 10569 84714 14330868 13840770 13230949 13967623 13176855 68547065 88248 137085 192350 325257 288799 1031739 14447447 13990041 13443069 14306738 13476223 69663518 250 3250 3500 0 250 3250 3500 69660018 315879 289102 278305 262644 205709 1351639 315879 289102 278305 262644 205709 1351639 30403 17333 18215 19567 203 85721 14793729 14296476 13739589 14588949 13682135 71100878 0.97970 0.97750 0.01900 0.02040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: APPLICATION FEES - 2015 AMOUNT: $ 29,500. 2016 AMOUNT: $ 16,500. 2017 AMOUNT: $ 17,750. 2018 AMOUNT: $ 19,000. VENDING MACHINE/MISC - 2015 AMOUNT: $ 903. 2016 AMOUNT: $ 833. 2017 AMOUNT: $ 465. 2018 AMOUNT: $ 567. 2019 AMOUNT: $ 203. 1 5487 175214 170621 10080 0 468574 -18574 450000 485007 19117 35550 468574 537929 50 67858 120830 485007 584822 73703 120596 537929 567879 40050 -1714 21393 584822 0.00000 1.00000 0.00000 0 0 1060000 1060000 11013785 279595 10734190 270000 18750 251250 833110 70911 762199 12807639 FAIR MARKET VALUE OF INVESTMENT CONTRACTS 1378880 DUE TO AFFILIATED ORGANIZATIONS 7980919 9359799 PART IV, LINE 1B: THE ORGANIZATION ASSISTS RESIDENTS WHO CAN NO LONGER UNDERTAKE THEIR OWN FINANCES BY PROVIDING THEM WITH BANK ACCOUNTS OVER WHICH THE ORGANIZATION PRESIDES AS CUSTODIAN. THE AMOUNTS ARE IMMATERIAL FOR INCLUSION IN THE FINANCIAL STATEMENTS. PART IV, LINE 2B: THE ORGANIZATION HAS CUSTODY OF RESIDENT FUNDS WHEN THE RESIDENTS CAN LONGER HANDLE THEIR OWN FINANCES. PART V, LINE 4: THE ORGANIZATION ESTABLISHED THE ENDOWMENT FUND TO USE FOR ASSISTANCE TO RESIDENTS. X 1 1 1 1 0 0 0 0 0 0 0 GERALD T GRANT CHAIRMAN, PRESIDENT & CEO 0 499678 0 123234 0 0 0 339658 0 17360 0 979930 0 0 JACLYN HARRIS PRESIDENT (UNTIL 3/19) 0 163442 0 0 0 529846 0 0 0 1998 0 695286 0 0 KAREN I CHRISTIANSEN TREASURER & CFO 0 339804 0 78484 0 0 0 158936 0 17360 0 594584 0 0 JONATHAN T HANSEN CFO (UNTIL 3/19) 0 128374 0 0 0 348259 0 0 0 4850 0 481483 0 0 GLENN D FOX SECRETARY 0 297725 0 59182 0 0 0 11200 0 13952 0 382059 0 0 JONATHAN D GRANT ASSISTANT SECRETARY 0 240177 0 45976 0 0 0 2939 0 17167 0 306259 0 0 RICHARD A WINTER ASSISTANT TREASURER 0 214073 0 41816 0 0 0 10156 0 5110 0 271155 0 0 RUSSELL MITCHELL EXECUTIVE DIRECTOR 163077 0 0 0 0 0 5193 0 8024 0 176294 0 0 0 PART I, LINE 1A COPPER RIDGE, INC. BOARD MEMBERS ARE INVITED TO PARTICIPATE IN AN EDUCATIONAL RETREAT WITH THE BOARD OF DIRECTORS FROM ACTS RETIREMENT-LIFE COMMUNITIES, NEAR ONE OR MORE OF ACTS' 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 2018, 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, LINES 4A-B OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN AND GERALD T. GRANT INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $147,736 FOR KAREN I. CHRISTIANSEN (NON-VESTED), AND $328,458 FOR GERALD T. GRANT (NON-VESTED). OTHER COMPENSATION FOR JONATHAN HANSEN AND JACLYN HARRIS INCLUDES SEVERANCE PAYMENTS. A CARROLL COUNTY MARYLAND 526000910 2012-04-02 22810864 REFUND 1999, 2004, 2008 & CAPITAL IMPROVEMENTS 0 0 0 A 7950330 22810864 274154 4143072 18393638 2015 1 0 1 1 A 0 1 1 1 0 0.00500 0.00000 0.00500 0 0 1 A 0 0 0 1 1 1 WELLS FARGO 16.200000000000 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CARROLL COUNTY, MARYLAND DATE THE REBATE COMPUTATION WAS PERFORMED: 04/01/2017 SCHEDULE K SUPPLENTAL INFORMATION FAIRHAVEN AND COPPER RIDGE ARE CO-OBLIGORS ON THE ONE BOND ISSUE DESCRIBED IN PART I ABOVE (THE "2012 BONDS"), AND THE COMBINATION OF THE NUMBERS REPORTED ON EACH SCHEDULE K EQUALS THE TOTAL FOR THE 2012 BONDS. 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 3 ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDES MANAGEMENT SERVICES TO COPPER RIDGE, INC. FORM 990, PART VI, SECTION A, LINE 6 COPPER RIDGE, INC. IS A MARYLAND TAX-EXEMPT ORGANIZATION OF WHICH INTEGRACE, INC., A RELATED MARYLAND TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER. EFFECTIVE 4/1/2019, INTEGRACE, INC. AND ITS SUBSIDIARIES AFFILIATED WITH ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION. ACTS RETIREMENT-LIFE COMMUNITIES, INC., THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC, BECAME THE SOLE MEMBER OF INTEGRACE, INC. EFFECTIVE 4/1/2019. FORM 990, PART VI, SECTION A, LINE 7A INTEGRACE, INC., A RELATED MARYLAND TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER OF COPPER RIDGE, INC. AS SOLE MEMBER, INTEGRACE, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF THE FILING ORGANIZATION'S BOARD. FORM 990, PART VI, SECTION A, LINE 7B INTEGRACE, INC., A RELATED MARYLAND TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER OF COPPER RIDGE, INC. AS SOLE MEMBER, INTEGRACE, INC. 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 COMMITTEE, WHICH INCLUDES TWO CERTIFIED PUBLIC ACCOUNTANTS. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF COPPER RIDGE, INC.'S 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 15A 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 2018, 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. 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) AND GERALD T. GRANT (NON-VESTED). FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,724,416. MANAGEMENT AND GENERAL EXPENSES 61,599. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,786,015. MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 169,016. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,016. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 99,849. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,849. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 316,874. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 316,874. PHYSICAL THERAPY: PROGRAM SERVICE EXPENSES 422,327. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 422,327. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 123,986. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123,986. FORM 990, PART XI, LINE 9: NET ASSETS WITH DONOR RESTRICTIONS ACQUIRED FROM MEMBERSHIP AFFILIATION 829,310. TRANSFER OF NET ASSETS WITHOUT DONOR RESTRICTIONS 11,523,781. FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING THE PROCESS FOR THE PARENT ORGANIZATION'S AUDIT COMMITTEE OVERSIGHT OF THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS AND THOSE OF ITS AFFILIATES HAS NOT CHANGED FROM THE PRIOR YEAR. ACTS RETIREMENT-LIFE COMMUNITIES INC 420 DELAWARE DR 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 DR FORT WASHINGTON PA 190342711 264573260 SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12B, II N/A 0 ACTS SIGNATURE COMMUNITY SERVICES INC 420 DELAWARE DR FORT WASHINGTON PA 190342711 264573131 HOSPICE AND HOME HEALTH SERVICES PA 501(C)(3) LINE 10 ACTS RETIREMENT SERVICES INC 0 ACTS MANAGEMENT SERVICES INC 420 DELAWARE DR 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 DR FORT WASHINGTON PA 190342711 912161987 FUNDRAISING DE 501(C)(3) LINE 12A, I ACTS RETIREMENT SERVICES INC 0 THE EVERGREENS 420 DELAWARE DR FORT WASHINGTON PA 190342711 210634485 CONTINUING CARE RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 ACTS ACQUISITION COMPANY LLC 0 HERON POINT OF CHESTERTOWN INC 420 DELAWARE DR FORT WASHINGTON PA 190342711 521530598 CONTINUING CARE RETIREMENT COMMUNITY MD 501(C)(3) LINE 10 ACTS ACQUISITION COMPANY LLC 0 BUCKINGHAM'S CHOICE INC 420 DELAWARE DR FORT WASHINGTON PA 190342711 521929311 CONTINUING CARE RETIREMENT COMMUNITY MD 501(C)(3) LINE 10 INTEGRACE INC 0 BAYLEIGH CHASE INC 420 DELAWARE DR FORT WASHINGTON PA 190342711 200495182 CONTINUING CARE RETIREMENT COMMUNITY MD 501(C)(3) LINE 10 INTEGRACE INC 0 INTEGRACE INC 420 DELAWARE DR FORT WASHINGTON PA 190342711 521710891 PROVIDED MANAGEMENT AND ADMINISTRATIVE SERVICES TO NON-PROFIT AFFILIATES MD 501(C)(3) LINE 10 ACTS ACQUISITION COMPANY LLC 0 INTEGRACE HEALTH INC 420 DELAWARE DR FORT WASHINGTON PA 190342711 521234495 OUTPATIENT MEDICAL SERVICES MD 501(C)(3) LINE 10 INTEGRACE INC 0 INTEGRACE INSTITUTE INC 420 DELAWARE DR FORT WASHINGTON PA 190342711 522139438 EDUCATION AND RESEARCH INVOLVING AGING PERSONS MD 501(C)(3) LINE 10 INTEGRACE INC 0 FAIRHAVEN INC 420 DELAWARE DR FORT WASHINGTON PA 190342711 237405177 CONTINUING CARE RETIREMENT COMMUNITY MD 501(C)(3) LINE 10 INTEGRACE INC 0 PRESBYTERIAN RETIREMENT CORPORATION INC 420 DELAWARE DR FORT WASHINGTON PA 190342711 630770753 CONTINUING CARE RETIREMENT COMMUNITY AL 501(C)(3) LINE 10 ACTS ACQUISITION COMPANY LLC 0 INTEGRACE MANAGEMENT INC 420 DELAWARE DR FORT WASHINGTON PA 190342711 521547917 SENIOR LIVING CONSULTING SERVICES MD N/A C 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 1 1