ACTS RETIREMENT-LIFE COMMUNITIES INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: ACTS RETIREMENT-LIFE COMMUNITIES INC (EIN 23-1900132)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-13
IRS object ID: 201923179349306777
Schema version: 2018v3.1
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 L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-13T14:30:13-06:00	ReturnTs
Tax Period End	2018-12-31	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 VIRCHOW KRAUSE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1570 FRUITVILLE PIKE STE 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	2018-01-01	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	375 MORRIS ROAD PO BOX 90	AddressLine1Txt
City	WEST POINT	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19486	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD A WINTER	PersonNm
Person Title	SVP, FINANCIAL SERVICES	PersonTitleTxt
Phone	2156618330	PhoneNum
Signature	2019-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
PTIN	P00760402	PTIN
Phone	7177404863	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	208.116.172.162	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-13	IPDt
IP Tm	15:16:20	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	CDDC4C8E242FFB102CA3EC6BC1C62B0CB343BEFA	AtSubmissionCreationDeviceId
At Submission Filing Device Id	CDDC4C8E242FFB102CA3EC6BC1C62B0CB343BEFA	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-04-17 16:48:07Z	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	375 MORRIS ROAD PO BOX 90	AddressLine1Txt
City	WEST POINT	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19486	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$513,416,299	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	17	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	7371	TotalEmployeeCnt
Total Volunteers	2002	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,743,863	PYContributionsGrantsAmt
CY Contributions Grants	$2,720,765	CYContributionsGrantsAmt
PY Program Service Revenue	$380,132,758	PYProgramServiceRevenueAmt
CY Program Service Revenue	$406,582,101	CYProgramServiceRevenueAmt
PY Investment Income	$6,807,804	PYInvestmentIncomeAmt
CY Investment Income	$7,235,065	CYInvestmentIncomeAmt
PY Other Revenue	$5,650,178	PYOtherRevenueAmt
CY Other Revenue	$5,485,428	CYOtherRevenueAmt
PY Total Revenue	$395,334,603	PYTotalRevenueAmt
CY Total Revenue	$422,023,359	CYTotalRevenueAmt
PY Grants And Similar Paid	$225,982	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$206,565	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$169,462,332	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$182,946,148	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$12,500	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$13,247	CYTotalFundraisingExpenseAmt
PY Other Expenses	$216,082,914	PYOtherExpensesAmt
CY Other Expenses	$225,738,950	CYOtherExpensesAmt
PY Total Expenses	$385,771,228	PYTotalExpensesAmt
CY Total Expenses	$408,904,163	CYTotalExpensesAmt
PY Revenues Less Expenses	$9,563,375	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$13,119,196	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,409,775,290	TotalAssetsBOYAmt
Total Assets EOY	$1,600,237,755	TotalAssetsEOYAmt
Total Liabilities BOY	$1,337,134,400	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,509,270,016	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$72,640,890	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$90,967,739	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	$343,555,253	ExpenseAmt
Grant	$206,565	GrantAmt
Revenue	$406,582,101	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 2018, ACTS SERVED, ON AVERAGE, 6,683 RESIDENTS IN INDEPENDENT LIVING, 745 RESIDENTS IN ASSISTED LIVING AND 1,224 RESIDENTS IN SKILLED CARE.	Desc
Total Program Service Expenses	$343,555,253	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
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
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	Yes (1)	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	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	876	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	7371	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	17	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	0	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	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	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

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RICHARD A WINTER SVP FINANCIAL SERVICES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2156618330	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	375 MORRIS ROAD PO BOX 90	AddressLine1Txt
City	WEST POINT	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19486	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 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
DONALD L DAVIS
DIRECTOR	8.00	1.00	Yes (X)	$0	$0	$0
THOMAS A DUNN III
DIRECTOR	1.50	0.40	Yes (X)	$0	$0	$0
MARVIN MASHNER
DIRECTOR	2.60	1.30	Yes (X)	$0	$0	$0
ELRIC C GERNER
SECRETARY	1.60	0.80	Yes (X)	$0	$0	$0	Yes (X)
MERRILL S MOYER
DIRECTOR (THROUGH 12/31/2018)	2.00	1.30	Yes (X)	$0	$0	$0
JOHN L ESTERHAI JR MD
CHAIRMAN	2.00	4.70	Yes (X)	$0	$0	$0	Yes (X)
ROBERT B EVANS
DIRECTOR	4.00	2.50	Yes (X)	$0	$0	$0
JOHN J MARCHESCHI
DIRECTOR	2.00	1.00	Yes (X)	$0	$0	$0
GEORGE R GUNN JR
DIRECTOR	1.20	0.30	Yes (X)	$0	$0	$0
H BRUCE DETWEILER
TREASURER	0.80	0.60	Yes (X)	$0	$0	$0	Yes (X)
GERALD T GRANT
PRESIDENT & CEO	30.00	25.00	Yes (X)	$0	$616,554	$299,201	Yes (X)
ANNLOUISE DEVENNEY
DIRECTOR	2.00	0.10	Yes (X)	$0	$0	$0
DONNA J JACOBI MD
DIRECTOR	2.00	0.20	Yes (X)	$0	$0	$0
BONNIE PEARSON
DIRECTOR (THROUGH 12/31/2018)	3.00	0.00	Yes (X)	$0	$0	$0
SUSAN B ALLMOND
DIRECTOR	1.50	0.00	Yes (X)	$0	$0	$0
THOMAS D CLEMENS
DIRECTOR	1.00	1.00	Yes (X)	$0	$0	$0
DILIP A KULATHUM
VICE CHAIRMAN	2.00	4.50	Yes (X)	$0	$0	$0	Yes (X)
GEORGE R BRYAN
VP, SOUTHEAST REGION	30.00	16.00		$0	$247,689	$25,415	Yes (X)
JEREMY O NEELY
VP, NORTHEAST REGION	30.00	15.00		$0	$242,621	$19,586	Yes (X)
KAREN I CHRISTIANSEN
EXEC VP, CFO & ASST TREAS	30.00	20.00		$0	$429,596	$141,031	Yes (X)
PETER J KRESS
SVP & CIO	30.00	15.00		$0	$278,509	$26,560	Yes (X)
JEFFERSON D KAIGHN
EXEC VP & CAO	30.00	15.00		$0	$351,432	$155,891	Yes (X)
CHARLES W COXSON III
EXEC VP & COO	30.00	15.00		$0	$385,737	$288,818	Yes (X)
GARY J N GINTER
VP PROCUREMENT & CONTRACT	35.00	10.00		$0	$239,682	$22,247	Yes (X)
STEPHEN V EGGLES
VP NUTRITION & WELLNESS	30.00	15.00		$0	$243,190	$25,571	Yes (X)
LORI M WOODWARD
SR VP SALES & MARKETING	25.00	20.00		$0	$316,295	$17,667	Yes (X)
JONATHAN D GRANT
SVP, COMMUNITY OPERATIONS	30.00	17.00		$0	$279,665	$18,424	Yes (X)
KENNETH J KARMERIS
SVP REAL ESTATE SERVICES	30.00	15.00		$0	$247,621	$22,477	Yes (X)
JAMES H PETTY
SVP BUSINESS DEVELOPMENT	30.00	15.00		$0	$275,762	$26,556	Yes (X)
HOLLY S SCHADE
SVP HEALTH & HOME SERVICES	5.00	35.00		$0	$282,510	$23,518	Yes (X)
ROBERT A WESTERVELT
VP OPERATIONAL AUDIT	30.00	15.00		$0	$224,865	$9,405	Yes (X)
CLAIRE E HALTON
VP HUMAN RESOURCES	30.00	15.00		$0	$213,484	$24,114	Yes (X)
RICHARD A WINTER
SVP FINANCIAL SERVICES	30.00	15.00		$0	$252,563	$22,399	Yes (X)
GLENN D FOX
SVP GENERAL COUNSEL	30.00	16.00		$0	$362,301	$23,635	Yes (X)
MEGAN LONGLEY
VP SALES	30.00	15.00		$0	$222,482	$14,241	Yes (X)
IAIN W CRICHTON
VP MISSION SUPP/SPIRITUAL	30.00	15.00		$0	$177,667	$19,330	Yes (X)
SEAN T FLETCHER
VP CONSTRUCTION SERVICES	30.00	15.00		$0	$196,007	$17,428	Yes (X)
SUSAN AHERN
VP & CONTROLLER	30.00	15.00		$0	$191,808	$23,268	Yes (X)
TERUKO A WHITE
VP, MID-ATLANTIC REGION	25.00	20.00		$0	$219,133	$15,317	Yes (X)
GREGORY CUNNINGHAM
VP, MID-SOUTH REGION	30.00	15.00		$0	$112,557	$214	Yes (X)
JEANNE M OSKI
EXECUTIVE DIRECTOR	40.00	5.00		$0	$164,763	$12,751		Yes (X)
STEVEN W MESSER
EXECUTIVE DIRECTOR	40.00	5.00		$0	$187,356	$19,748		Yes (X)
DIONNE M JAMES
EXECUTIVE DIRECTOR	40.00	5.00		$0	$165,618	$12,839		Yes (X)
RICHARD BERLIN
CAMPUS EXECUTIVE DIRECTOR	40.00	5.00		$0	$181,116	$18,352		Yes (X)
CAROLINE HUFF
SENIOR LIFE CARE CONSULTANT	40.00	5.00		$171,956	$0	$13,029		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$171,956	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$7,308,583	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,359,032	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	29	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	$9,531,306
WARFEL CONSTRUCTION COMPANY
1110 ENTERPRISE RAOD	EAST PETERSBURG	PA	17520	GENERAL CONTRACTOR	$7,709,465
COMPLETE PROPERTY DEVELOPMENT
PO BOX 970076	COCONUT CREEK	FL	33097	GENERAL CONTRACTOR	$6,053,842
CONTRACT SERVICE ENTERPRISE
PO BOX 350602	VERO BEACH	FL	329650602	GENERAL CONTRACTOR	$5,907,672
HOLZ & HENRY INC
35 N RICHARDSON AVENUE	LANDSALE	PA	19446	GENERAL CONTRACTOR	$5,790,767

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	139	CntrctRcvdGreaterThan100KCnt
Related Organizations	$2,649,957	RelatedOrganizationsAmt
All Other Contributions	$70,808	AllOtherContributionsAmt
Total Contributions	$2,720,765	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MONTHLY FEES	623000	$252,035,141	$252,035,141
ENTRANCE FEE AMORT.	623000	$89,125,401	$89,125,401
MEDICARE AND MEDICAID	623000	$31,361,379	$31,361,379
MEDICAL SERVICES REV.	623000	$23,881,347	$23,881,347
ADMINISTRATIVE FEE	623000	$6,138,572	$6,138,572

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,040,261	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,040,261	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$406,582,101	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,804,813	TotalRevenueColumnAmt
Exclusion	$6,804,813	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$658,171	TotalRevenueColumnAmt
Exclusion	$658,171	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,394,508	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,199,277	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$195,231	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$195,231	TotalRevenueColumnAmt
Exclusion	$195,231	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$89,883,674	SecuritiesAmt
Other	$82,070	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$90,193,663	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$309,989	SecuritiesAmt
Other	$82,070	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$227,919	TotalRevenueColumnAmt
Exclusion	-$227,919	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
APARTMENT MODIFICATION	623000	$3,714,566	$3,714,566
CAFE & CATERING INCOME	722514	$1,310,020	$1,310,020
DISCOUNTS EARNED	623000	$3,671	$3,671

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$261,940	TotalRevenueColumnAmt
Exclusion	$261,940	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$5,290,197	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$422,023,359	TotalRevenueColumnAmt
Related Or Exempt Func Income	$406,582,101	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$12,720,493	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$48,164	TotalAmt
Program Services	$48,164	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$158,401	TotalAmt
Program Services	$158,401	ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$227,370	TotalAmt
Program Services	$227,370	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$144,817,611	TotalAmt
Program Services	$137,027,745	ProgramServicesAmt
Management And General	$7,789,866	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,181,843	TotalAmt
Program Services	$3,039,052	ProgramServicesAmt
Management And General	$142,791	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$24,087,631	TotalAmt
Program Services	$19,722,354	ProgramServicesAmt
Management And General	$4,365,277	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$10,631,693	TotalAmt
Program Services	$10,002,751	ProgramServicesAmt
Management And General	$628,942	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$974,863	TotalAmt
Management And General	$974,116	ManagementAndGeneralAmt
Fundraising	$747	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$349,067	TotalAmt
Management And General	$349,067	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$12,500	TotalAmt
Fundraising	$12,500	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$756,933	TotalAmt
Management And General	$756,933	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$16,533,374	TotalAmt
Program Services	$15,633,535	ProgramServicesAmt
Management And General	$899,839	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,479,356	TotalAmt
Program Services	$3,510	ProgramServicesAmt
Management And General	$3,475,846	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,716,902	TotalAmt
Program Services	$8,143,477	ProgramServicesAmt
Management And General	$3,573,425	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,129,145	TotalAmt
Management And General	$3,129,145	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$32,948,891	TotalAmt
Program Services	$31,929,424	ProgramServicesAmt
Management And General	$1,019,467	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$909,315	TotalAmt
Program Services	$732,235	ProgramServicesAmt
Management And General	$177,080	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$487,276	TotalAmt
Management And General	$487,276	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$19,760,177	TotalAmt
Program Services	$19,760,177	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$68,202,933	TotalAmt
Program Services	$63,995,818	ProgramServicesAmt
Management And General	$4,207,115	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,117,445	TotalAmt
Program Services	$1,116,984	ProgramServicesAmt
Management And General	$461	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
MANAGEMENT SERVICES	$30,499,153	$30,499,153
FOOD EXPENSE	$22,003,290	$501,355	$21,501,935
MEDICAL SUPPLIES	$4,806,296		$4,806,296
NURSING HOME ASSESSMENT	$1,565,938		$1,565,938

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,498,596	TotalAmt
Program Services	$4,140,087	ProgramServicesAmt
Management And General	$2,358,509	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$408,904,163	TotalAmt
Program Services	$343,555,253	ProgramServicesAmt
Management And General	$65,335,663	ManagementAndGeneralAmt
Fundraising	$13,247	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$51,131	BOYAmt
EOY	$53,923	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$64,257,974	BOYAmt
EOY	$26,198,417	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,720,334	BOYAmt
EOY	$19,088,277	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$23,831,630	BOYAmt
EOY	$17,750,000	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,594,161	BOYAmt
EOY	$7,396,918	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,936,437,473	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$787,532,170	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,035,107,956	BOYAmt
EOY	$1,148,905,303	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$204,326,546	BOYAmt
EOY	$324,734,854	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$10,371,655	BOYAmt
EOY	$10,671,597	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$45,815,319	BOYAmt
EOY	$42,846,102	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,698,584	BOYAmt
EOY	$2,592,364	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,409,775,290	BOYAmt
EOY	$1,600,237,755	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$58,736,233	BOYAmt
EOY	$65,351,977	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$619,708,480	BOYAmt
EOY	$655,419,142	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$470,155,230	BOYAmt
EOY	$633,451,737	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$163,703,591	BOYAmt
EOY	$127,143,779	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$24,830,866	BOYAmt
EOY	$27,903,381	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,337,134,400	BOYAmt
EOY	$1,509,270,016	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$50,657,201	BOYAmt
EOY	$65,871,637	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$19,369,766	BOYAmt
EOY	$22,482,179	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,613,923	BOYAmt
EOY	$2,613,923	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$72,640,890	BOYAmt
EOY	$90,967,739	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,409,775,290	BOYAmt
EOY	$1,600,237,755	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$13,119,196	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$7,288,405	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$12,496,058	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	$3,164,009	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,281,656	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,452,751	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,743,862	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,720,765	CurrentTaxYearAmt
Total	$15,363,043	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$317,937,137	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$309,153,023	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$359,098,366	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$385,589,688	CurrentTaxYearMinus1YearAmt
Current Tax Year	$411,872,297	CurrentTaxYearAmt
Total	$1,783,650,511	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$321,101,146	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$313,434,679	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$361,551,117	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$388,333,550	CurrentTaxYearMinus1YearAmt
Current Tax Year	$414,593,062	CurrentTaxYearAmt
Total	$1,799,013,554	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	$1,799,013,554	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,055,828	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,564,084	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,182,651	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,121,668	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,857,492	CurrentTaxYearAmt
Total	$40,781,723	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,055,828	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,564,084	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,182,651	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,121,668	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,857,492	CurrentTaxYearAmt
Total	$40,781,723	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$328,156,974	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$321,998,763	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$369,733,768	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$396,455,218	CurrentTaxYearMinus1YearAmt
Current Tax Year	$423,450,554	CurrentTaxYearAmt
Total	$1,839,795,277	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.97780	PublicSupportCY509Pct
Public Support PY509	0.97750	PublicSupportPY509Pct
Investment Income CY	0.02220	InvestmentIncomeCYPct
Investment Income PY	0.02250	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	$408,904,163	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$408,904,163	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	$100,000	CurrentYearAmt
Total	$3,100,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$4,650,000	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	$41,560	BeginningBalanceAmt
Additions During Year	$268,730	AdditionsDuringYearAmt
Distributions During Year	$285,946	DistributionsDuringYearAmt
Ending Balance	$24,344	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	$58,187	InvestmentEarningsOrLossesAmt
Other Expenditures	$58,187	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	$115,960	InvestmentEarningsOrLossesAmt
Other Expenditures	$115,960	OtherExpendituresAmt
End Year Balance	$2,613,922	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Contributions	$1,893,422	ContributionsAmt
Investment Earnings Or Losses	$64,883	InvestmentEarningsOrLossesAmt
Other Expenditures	$64,883	OtherExpendituresAmt
End Year Balance	$1,893,422	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
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	$55,659,498	OtherCostOrOtherBasisAmt
Book Value	$55,659,498	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,708,192,885	OtherCostOrOtherBasisAmt
Depreciation	$679,503,433	DepreciationAmt
Book Value	$1,028,689,452	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$34,806,333	OtherCostOrOtherBasisAmt
Depreciation	$24,764,434	DepreciationAmt
Book Value	$10,041,899	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$137,778,757	OtherCostOrOtherBasisAmt
Depreciation	$83,264,303	DepreciationAmt
Book Value	$54,514,454	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,148,905,303	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
UNIT DEPOSITS	$9,281,335
FAIR MARKET VALUE OF INVESTMENT CONTRACTS	$7,587,539
DUE TO AFFILIATES	$11,034,507

Field	Value	IRS element (for citing)
Total Liability	$27,903,381	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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
LEADINGAGE NC
222 N PERSON STREET SUITE 205	RALEIGH	NC	27601	561541496	501(C)(3)	$25,000	LEADINGAGE BUILDING CAMPAIGN
LEADINGAGE NEW JERSEY
UNIVERSITY PLAZA II 3705 QUAKERBRID	HAMILTON	NJ	08619	226063278	501(C)(3)	$5,000	2018 SPONSORSHIP	E RD SUITE 102
LEADING AGE
2519 CONNECTICUT AVE NW	WASHINGTON	DC	200081520	136213525	501(C)(3)	$5,000	LEADINGAGE STUDENT PROGRAM SCHOLARSHIPS

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt

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	220	RecipientCnt
Cash Grant	$158,401	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 2018 THAT CAN BE USED TO FORWARD THEIR EDUCATION. VOUCHERS ARE PRESENTED TO THE EDUCATIONAL INSTITUTION BY THE SCHOLARSHIP RECIPIENT. ACTS RETIREMENT-LIFE COMMUNITIES REIMBURSES THE EDUCATIONAL INSTITUTION UPON RECEIPT OF ORIGINAL VOUCHER. AT TIMES CONTRIBUTIONS MAY ALSO BE PROVIDED TO OTHER CHARITABLE ORGANIZATIONS TO FURTHER THEIR EXEMPT PURPOSE. CONTRIBUTIONS, OTHER THAN GRANTS, ARE MADE TO CHARITABLE ORGANIZATIONS ONCE ACTS HAS OBTAINED PROOF OF THEIR TAX-EXEMPT STATUS AND FUNDING NEEDS (I.E., CONFERENCE SPONSORSHIPS, ETC.). ACTS DOES NOT MONITOR THESE CONTRIBUTIONS AFTER DISBURSEMENT.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 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
PRESIDENT & CEO	$0	$461,924	$0	$154,630	$0	$0	$0	$283,442	$0	$15,759	$0	$915,755	$0	$0
GEORGE R BRYAN
VP, SOUTHEAST REGION	$0	$200,380	$0	$47,309	$0	$0	$0	$10,093	$0	$15,322	$0	$273,104	$0	$0
JEREMY O NEELY
VP, NORTHEAST REGION	$0	$199,317	$0	$43,304	$0	$0	$0	$9,933	$0	$9,653	$0	$262,207	$0	$0
KAREN I CHRISTIANSEN
EXEC VP, CFO & ASST TREAS	$0	$331,909	$0	$97,687	$0	$0	$0	$125,278	$0	$15,753	$0	$570,627	$0	$0
PETER J KRESS
SVP & CIO	$0	$226,417	$0	$52,092	$0	$0	$0	$11,000	$0	$15,560	$0	$305,069	$0	$0
JEFFERSON D KAIGHN
EXEC VP & CAO	$0	$281,432	$0	$70,000	$0	$0	$0	$151,313	$0	$4,578	$0	$507,323	$0	$0
CHARLES W COXSON III
EXEC VP & COO	$0	$304,662	$0	$81,075	$0	$0	$0	$273,065	$0	$15,753	$0	$674,555	$0	$0
GARY J N GINTER
VP PROCUREMENT & CONTRACT	$0	$197,130	$0	$42,552	$0	$0	$0	$9,812	$0	$12,435	$0	$261,929	$0	$0
STEPHEN V EGGLES
VP NUTRITION & WELLNESS	$0	$202,963	$0	$40,227	$0	$0	$0	$10,073	$0	$15,498	$0	$268,761	$0	$0
LORI M WOODWARD
SR VP SALES & MARKETING	$0	$254,917	$0	$61,378	$0	$0	$0	$11,000	$0	$6,667	$0	$333,962	$0	$0
JONATHAN D GRANT
SVP, COMMUNITY OPERATIONS	$0	$225,812	$0	$53,853	$0	$0	$0	$2,852	$0	$15,572	$0	$298,089	$0	$0
KENNETH J KARMERIS
SVP REAL ESTATE SERVICES	$0	$204,099	$0	$43,522	$0	$0	$0	$9,982	$0	$12,495	$0	$270,098	$0	$0
JAMES H PETTY
SVP BUSINESS DEVELOPMENT	$0	$223,609	$0	$52,153	$0	$0	$0	$11,000	$0	$15,556	$0	$302,318	$0	$0
HOLLY S SCHADE
SVP HEALTH & HOME SERVICES	$0	$230,772	$0	$51,738	$0	$0	$0	$11,000	$0	$12,518	$0	$306,028	$0	$0
ROBERT A WESTERVELT
VP OPERATIONAL AUDIT	$0	$186,860	$0	$38,005	$0	$0	$0	$8,823	$0	$582	$0	$234,270	$0	$0
CLAIRE E HALTON
VP HUMAN RESOURCES	$0	$177,983	$0	$35,501	$0	$0	$0	$8,701	$0	$15,413	$0	$237,598	$0	$0
RICHARD A WINTER
SVP FINANCIAL SERVICES	$0	$208,577	$0	$43,986	$0	$0	$0	$9,996	$0	$12,403	$0	$274,962	$0	$0
GLENN D FOX
SVP GENERAL COUNSEL	$0	$292,184	$0	$70,117	$0	$0	$0	$11,000	$0	$12,635	$0	$385,936	$0	$0
MEGAN LONGLEY
VP SALES	$0	$185,677	$0	$36,805	$0	$0	$0	$7,826	$0	$6,415	$0	$236,723	$0	$0
IAIN W CRICHTON
VP MISSION SUPP/SPIRITUAL	$0	$155,179	$0	$22,488	$0	$0	$0	$7,076	$0	$12,254	$0	$196,997	$0	$0
SEAN T FLETCHER
VP CONSTRUCTION SERVICES	$0	$167,495	$0	$28,512	$0	$0	$0	$7,939	$0	$9,489	$0	$213,435	$0	$0
SUSAN AHERN
VP & CONTROLLER	$0	$163,593	$0	$28,215	$0	$0	$0	$7,930	$0	$15,338	$0	$215,076	$0	$0
TERUKO A WHITE
VP, MID-ATLANTIC REGION	$0	$187,644	$0	$31,489	$0	$0	$0	$8,867	$0	$6,450	$0	$234,450	$0	$0
JEANNE M OSKI
EXECUTIVE DIRECTOR	$0	$142,547	$0	$22,216	$0	$0	$0	$6,655	$0	$6,096	$0	$177,514	$0	$0
STEVEN W MESSER
EXECUTIVE DIRECTOR	$0	$156,531	$0	$30,825	$0	$0	$0	$7,704	$0	$12,044	$0	$207,104	$0	$0
DIONNE M JAMES
EXECUTIVE DIRECTOR	$0	$142,258	$0	$23,360	$0	$0	$0	$6,730	$0	$6,109	$0	$178,457	$0	$0
RICHARD BERLIN
CAMPUS EXECUTIVE DIRECTOR	$0	$154,336	$0	$26,780	$0	$0	$0	$3,284	$0	$15,068	$0	$199,468	$0	$0
CAROLINE HUFF
SENIOR LIFE CARE CONSULTANT	$56,180	$0	$115,776	$0	$0	$0	$6,973	$0	$6,056	$0	$184,985	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	THE ORGANIZATION HAS AN ANNUAL BOARD OF DIRECTORS' EDUCATIONAL RETREAT NEAR ONE OR MORE OF THE ORGANIZATION'S COMMUNITIES, WHICH MAY REQUIRE SOME OR ALL BOARD MEMBERS TO TRAVEL. SPOUSES OF BOARD MEMBERS ARE ALSO INVITED TO ATTEND AT THE COMPANY'S EXPENSE. THESE SPOUSES PARTICIPATE IN EDUCATIONAL SESSIONS, SINCE THEY TOO HAVE AN INTEREST IN THE MISSION OF THE ORGANIZATION, FREQUENTLY BECOME INVOLVED IN DISCUSSION OF THEIR SPOUSE'S ROLE AND HOW THE ORGANIZATION FUNCTIONS, AND ALSO MUST PROVIDE ENABLING SUPPORT TO THE BOARD MEMBER. IN ADDITION, SPOUSES ALSO PROVIDE INSIGHT INTO THE EFFECTS OF ORGANIZATIONAL PLANS AND STRATEGIES. AS SUCH, THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION.
PART I, LINE 3	IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM 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 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 $114,278 FOR KAREN I. CHRISTIANSEN (NON-VESTED), $262,065 FOR CHARLES W. COXSON, III (NON-VESTED), $272,442 FOR GERALD T. GRANT (NON-VESTED), AND $140,313 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	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	RetiredRetiredAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt
A	$86,115,944	$2,974,177	$1,320,425	$861,004	$15,317,017	$66,186,811	2015	Yes (1)	Yes (1)	Yes (1)
B	$14,647,385	$783,309		$157,094		$13,823,791		Yes (1)	Yes (1)	Yes (1)
C	$13,343,290	$808,850		$143,578		$12,627,362		Yes (1)	Yes (1)	Yes (1)	$4,035,000
D	$38,500,000	$3,166,043		$703,271	$33,026,073	$1,940,656	2005	0	Yes (1)	Yes (1)	$8,675,000	$580,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)
D	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)	17.300000000000	Yes (1)	0	Yes (1)
AEGON
B	0	0	0	Yes (1)	0	0	Yes (1)	11.300000000000	Yes (1)	0	Yes (1)
AEGON
C	0	0	0	Yes (1)	0	0	Yes (1)	10.300000000000	Yes (1)	0	Yes (1)
BANK OF AMERICA
D	0	0	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)	29.600000000000	Yes (1)	0	Yes (1)	29.900000000000	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	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt
A	$4,390,000	$25,395,000	$1,939,337	$507,900	$1,312,615	$22,364,390	Yes (1)	0	Yes (1)	Yes (1)
B		$47,675,000	$301,163			$47,675,000	Yes (1)	0	Yes (1)	Yes (1)
C		$116,955,010	$823,196	$823,833		$53,274,191	Yes (1)	Yes (1)	Yes (1)	Yes (1)	$1,798,605	$59,483,212	$1,575,168
D		$125,913,985	$2,073,226	$883,611		$101,097,702	Yes (1)	Yes (1)	Yes (1)	Yes (1)	$684,815	$22,183,623	$1,064,234

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)
D	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	Business Name Line2HedgeProviderName/BusinessNameLine2Txt	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd
AIG
A	0	0	0	Yes (1)	Yes (1)	0	Yes (1)	25.600000000000	Yes (1)	0	Yes (1)
MORGAN STANLEY
B	0	0	Yes (1)	0	Yes (1)	Yes (1)	0			0	Yes (1)	CAPITAL	4.400000000000	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	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt
A	$8,718,036	$60,178	$66,166	$8,651,870	Yes (1)	Yes (1)	Yes (1)
B	$31,615,000	$98,748	$245,189	$12,576,811	0	0	Yes (1)	$439,219	$1,759,418	$16,594,363
C	$51,751,642	$395,120	$426,507	$12,319,135	0	0	Yes (1)	$911,625	$2,654,853	$35,439,522
D	$39,645,855	$2,888,198	$474,576	$11,354,054	0	0	Yes (1)	$567,551	$11,645,120	$15,604,554

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)
D	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 (2 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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	UnspentUnspentAmt
A	$32,065,000	$107,291	$268,845	$31,796,155	0	0	0	Yes (1)
B	$23,826,256	$192,114	$245,464	$21,080,791	Yes (1)	0	0	Yes (1)	$58,429	$2,441,571

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	Yes (1)	Yes (1)	0	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	Yes (1)	Yes (1)	0	0.00000	0.00000	0.00000	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	0	0	0	0	0	0	Yes (1)
B	0	Yes (1)	0	0	0	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	GEORGE R GUNN JR	PersonNm
Relationship With Org	DIRECTOR OF ACTS	RelationshipWithOrgTxt
Cash Grant	$2,774	CashGrantAmt
Type Of Assistance	RESIDENTIAL MONTHLY FEE DISCOUNT	TypeOfAssistanceTxt
Assistance Purpose	RETIRED EMPLOYEE BENEFIT PROGRAM	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
CHARLES W COXSON III
OFFICER OF ACTS	$47,107	FAMILY RELATIONSHIP: CHARLES W. COXSON, III, AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC., HAS A FAMILY MEMBER WHO IS EMPLOYED BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. MR. COXSON DOES NOT DIRECTLY OR INDIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE.	0
HOLLY SCHADE
OFFICER OF ACTS	$95,324	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. MS. SCHADE DOES NOT DIRECTLY OR INDIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE.	0
TERUKO WHITE
OFFICER OF ACTS	$73,164	FAMILY RELATIONSHIP; TERUKO WHITE, AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, INC., HAS ONE FAMILY MEMBER WHO IS EMPLOYED BY ACTS RETIREMENT-LIFE COMMUNITIES, INC. MS. WHITE DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE.	0
HANK STACK
DIRECTOR OF ACTS	$11,775	FAMILY RELATIONSHIP; HANK STACK, AN OFFICER OF ACTS RETIREMENT-LIFE COMMUNITIES, 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 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 7A	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 ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD.
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 AMEND THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11B	AFTER REVIEW BY THE CFO AND CEO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE BOARD OF DIRECTORS' AUDIT COMMITTEE, WHICH INCLUDES THREE CERTIFIED PUBLIC ACCOUNTANTS. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF THE GOVERNING BODY BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12C	A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED ON AN ANNUAL BASIS BY THE ORGANIZATION'S OFFICERS, DIRECTORS AND TRUSTEES. THE OFFICERS AND DIRECTORS REPORT ON ANY FAMILY OR BUSINESS RELATIONSHIPS WITH ANY BOARD MEMBER, OFFICER OR KEY EMPLOYEE OF THE ORGANIZATION AND ITS AFFILIATES. IF ANY FAMILY OR BUSINESS RELATIONSHIPS ARE DISCLOSED, THEY ARE REPORTED ON SCHEDULE L AS APPROPRIATE. IN ADDITION, THE RESPONSES ARE REVIEWED BY THE PRESIDENT & CEO, AND CHAIRMAN OF THE BOARD OF DIRECTORS TO DETERMINE IF CONFLICTS ARE PRESENT AND IF SO, THE EXTENT OF THE CONFLICT. FOR CONFLICTS THAT ARISE, THE OFFICER, DIRECTOR OR TRUSTEE MUST RECUSE THEMSELVES FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS THAT INVOLVE THE DETERMINED CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM 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 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.
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 XI, LINE 9:	UNREALIZED GAIN ON INVESTMENT CONTRACTS 1,985,885. CHANGE IN BENEFICIAL INTEREST IN INVESTMENTS OF ACTS LEGACY FOUNDATION 2,774,274. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -53,366. DEVELOPMENT FEES ASSOCIATED WITH MERGER OF PARK POINTE VILLAGE, INC. -1,074,124. SATISFACTION OF SUB NOTE RECEIVABLE - PARK POINTE VILLAGE, INC. -6,081,630. CUMULATIVE EFFECT ON CHANGE IN ACCOUNTING STANDARD -28,885. MERGER OF PARK POINTE VILLAGE, INC. INTO ACTS 9/1/2018 14,973,904.
PART XII, FINANCIAL STATEMENTS AND REPORTING	THE ORGANIZATION'S ANNUAL FINANCIAL STATEMENTS ARE AUDITED ON A CONSOLIDATED BASIS AND THE ORGANIZATION HAS AN AUDIT COMMITTEE CONSISTING OF BOARD MEMBERS ONLY THAT EXERCISES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT.
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).

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	375 MORRIS ROAD	AddressLine1Txt
City	WEST POINT	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19486	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	$17,750,000	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	ACTS RETIREMENT-LIFE COMMUNITIES INC	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
PARK POINTE VILLAGE INC
375 MORRIS ROAD	WEST POINT	PA	19486	582420862	CONTINUING CARE RETIREMENT COMMUNITY	SC	501(C)(3)	10	ACTS ACQUISITION COMPANY LLC	0
ACTS RETIREMENT SERVICES INC
375 MORRIS ROAD	WEST POINT	PA	19486	264573260	SUPPORTING ORGANIZATION	PA	501(C)(3)	LINE 12B, II		0	N/A
ACTS SIGNATURE COMMUNITY SERVICES INC
375 MORRIS ROAD	WEST POINT	PA	19486	264573131	HOSPICE AND HOME HEALTH SERVICES	PA	501(C)(3)	10	ACTS RETIREMENT SERVICES INC	0
ACTS MANAGEMENT SERVICES INC
375 MORRIS ROAD	WEST POINT	PA	19486	264573412	CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES	PA	501(C)(3)	LINE 12B, II	ACTS RETIREMENT SERVICES INC	0
ACTS LEGACY FOUNDATION INC
375 MORRIS ROAD	WEST POINT	PA	19486	912161987	FUNDRAISING	DE	501(C)(3)	LINE 12A, I	ACTS RETIREMENT SERVICES INC	0
HERON POINT OF CHESTERTOWN INC
375 MORRIS ROAD	WEST POINT	PA	19486	521530598	CONTINUING CARE RETIREMENT COMMUNITY	MD	501(C)(3)	10	ACTS ACQUISITION COMPANY LLC	0
PRESBYTERIAN RETIREMENT CORPORATION INC
375 MORRIS ROAD	WEST POINT	PA	19486	630770753	CONTINUING CARE RETIREMENT COMMUNITY	AL	501(C)(3)	10	ACTS ACQUISITION COMPANY LLC	0
THE EVERGREENS
375 MORRIS ROAD	WEST POINT	PA	19486	210634485	CONTINUING CARE RETIREMENT COMMUNITY	NJ	501(C)(3)	10	ACTS ACQUISITION COMPANY LLC	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	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	PARK POINTE VILLAGE, INC. WAS A RELATED TAX-EXEMPT ORGANIZATION THROUGH 8/31/2018. ON 9/1/2018, PARK POINTE VILLAGE, INC. WAS MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES INC. AS AN OPERATING DIVISION.	ExplanationTxt