2019-07-09T15:03:33-05:00 2018-08-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 221 W PHILADELPHIA ST STE 200 YORK PA 17401 990 2018-01-01 582420862 PARK POINTE VILLAGE INC PARK 2156618330 375 MORRIS ROAD PO BOX 90 WEST POINT PA 19486 RICHARD A WINTER ASSISTANT TREASURER 2156618330 2019-07-09 1 P00760402 7178467000 98.124.158.194 2019-07-09 15:58:10 ED P CDDC4C8E242FFB102CA3EC6BC1C62B0CB343BEFA CDDC4C8E242FFB102CA3EC6BC1C62B0CB343BEFA 2018 2019-02-21 02:37:17Z X GERALD T GRANT 375 MORRIS ROAD PO BOX 90 WEST POINT PA 19486 15026891 0 X WWW.ACTSRETIREMENT.ORG X 2005 SC PARK POINTE VILLAGE'S 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. X 7 6 237 61 0 0 81876 26981 12067697 8142758 328844 111917 109164 64044 12587581 8345700 1900 2100 0 0 4756967 3277044 0 0 1093 7033524 4860443 11792391 8139587 795190 206113 60991466 0 46041238 0 14950228 0 X AS AN ACTS RETIREMENT-LIFE COMMUNITY, PARK POINTE VILLAGE, 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 1 7109981 2100 8142758 PARK POINTE VILLAGE 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, HOME HEALTH, ASSISTED LIVING, SKILLED NURSING CARE AND HOSPICE SERVICES ARE AVAILABLE. SINCE 2005, PHYSICAL ACCOMMODATIONS AND SERVICES ARE PROVIDED UNDER THE TERMS OF A FORMAL LIFECARE AGREEMENT WHICH 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.FOR THE PERIOD FROM JANUARY 1, 2018 THROUGH AUGUST 31, 2018, PARK POINTE VILLAGE SERVED, ON AVERAGE, 220 RESIDENTS IN INDEPENDENT LIVING, 19 RESIDENTS IN ASSISTED LIVING AND 30 RESIDENTS IN SKILLED CARE. 7109981 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 23 0 237 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 SC PA X RICHARD A WINTER ASSISTANT TREASURER 2156618330 375 MORRIS ROAD PO BOX 90 WEST POINT PA 19486 MARVIN MASHNER DIRECTOR 0.30 3.80 X 0 0 0 GERALD T GRANT CHAIRMAN 2.00 53.00 X X 0 616554 299201 THOMAS A DUNN III DIRECTOR 0.20 1.70 X 0 0 0 ROBERT B EVANS DIRECTOR 1.00 4.00 X 0 0 0 WALTER M PAULUS DIRECTOR 3.00 0.00 X 0 0 0 JOHN L ESTERHAI JR MD DIRECTOR 0.10 6.40 X 0 0 0 DILIP A KULATHUM DIRECTOR 0.50 5.50 X 0 0 0 KAREN I CHRISTIANSEN TREASURER 1.00 49.00 X 0 429596 141031 JAMES H PETTY ASSISTANT SECRETARY 1.00 45.00 X 0 275762 26556 RICHARD A WINTER ASSISTANT TREASURER 1.00 45.00 X 0 252563 22399 GLENN D FOX SECRETARY 2.50 58.00 X 0 362301 23635 MARIE J DESAMARATTES ADMINISTRATOR 40.00 5.00 X 0 116729 10762 STEVEN E ROBISON EXECUTIVE DIRECTOR 40.00 5.00 X 0 152854 17645 0 2206359 541229 0 0 1 0 RELIANT REHAB CO RELIANT PRO REHAB PO BOX 671181 DALLAS TX 752671181 THERAPY SERVICES 249480 VENTURA CONTRACTING LLC 1919 LANDRY LANE ROCK HILL SC 29732 GENERAL CONTRACTOR 242995 SMITH GROUNDS MANAGEMENT PO BOX 2134 MATTHEWS NC 28106 LANDSCAPING SERVICES 219628 LANIERVAN SICKLE PO BOX 1028 PINEVILLE NC 28134 ARCHITECTS 189686 PERKINS EASTMAN ARCHITECTS PC 115 FIFTH AVENUE NEW YORK NY 10003 ARCHITECTS 165016 6 26981 26981 MONTHLY FEES 623000 4684725 4684725 ENTRANCE FEE AMORT. 623000 1904267 1904267 MEDICAL SERVICES REVENUE 623000 699915 699915 MEDICARE 623000 693735 693735 RESIDENT ANCILLARY REVENUE 623000 101794 101794 58322 58322 8142758 149630 149630 19760 9227 10533 10533 10533 6632096 2155 6671964 0 -39868 2155 -37713 -37713 APARTMENT MODIFICATION INCOME 623000 47331 47331 CAFE & CATERING INCOME 722514 5129 5129 1051 1051 53511 8345700 8142758 0 175961 2100 2100 2615134 2429873 185261 46350 36131 10219 425841 410580 15261 189719 175850 13869 309 309 20060 20060 24948 24948 432334 426890 5444 7233 7233 196012 162117 33895 28430 28430 537632 537632 17297 14741 2556 553606 553606 1640729 1640729 60491 60491 MANAGEMENT SERVICES 643714 643714 FOOD EXPENSE 406534 405128 1406 BAD DEBT EXPENSE 92965 92965 MEDICAL SUPPLIES 67498 67498 130651 93650 35908 1093 8139587 7109981 1028513 1093 2000 0 1122759 0 0 546932 0 0 0 0 0 64576 0 0 0 49538438 0 9367898 0 0 348863 0 0 0 60991466 0 1284360 0 21449038 0 21323666 0 1984174 0 46041238 0 X 14601366 0 348862 0 14950228 0 60991466 0 X 206113 -171713 -14984628 X X 0 1 X 1 0 X 21817 9828 45039 81876 26981 185541 11548950 11875207 11743195 12156352 8196269 55519973 11570767 11885035 11788234 12238228 8223250 55705514 0 0 0 55705514 289975 267329 285144 303889 169390 1315727 289975 267329 285144 303889 169390 1315727 11860742 12152364 12073378 12542117 8392640 57021241 0.97690 0.97630 0.02310 0.02370 X PART III, SECTION A & B THE CURRENT TAX YEAR ENDED AUGUST 31, 2018. EFFECTIVE 9/1/2018, PARK POINTE VILLAGE, INC. MERGED IN ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. 0 8172490 -171713 -10724 -182437 8354927 -9227 -9227 8345700 8148814 9227 9227 8139587 0 8139587 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ACTS LEGACY FOUNDATION, INC. -10,724. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS RENTAL EXPENSES TO PART VIII, LINE 6B -9,227. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS RENTAL EXPENSES TO PART VIII, LINE 6B 9,227. X 1 1 0 1 0 0 0 0 0 0 0 GERALD T GRANT CHAIRMAN 0 461924 0 154630 0 0 0 283442 0 15759 0 915755 0 0 KAREN I CHRISTIANSEN TREASURER 0 331909 0 97687 0 0 0 125278 0 15753 0 570627 0 0 JAMES H PETTY ASSISTANT SECRETARY 0 223609 0 52153 0 0 0 11000 0 15556 0 302318 0 0 RICHARD A WINTER ASSISTANT TREASURER 0 208577 0 43986 0 0 0 9996 0 12403 0 274962 0 0 GLENN D FOX SECRETARY 0 292184 0 70117 0 0 0 11000 0 12635 0 385936 0 0 STEVEN E ROBISON EXECUTIVE DIRECTOR 0 130611 0 22243 0 0 0 5649 0 11996 0 170499 0 0 PART I, LINE 1A PARK POINTE VILLAGE'S BOARD MEMBERS ARE INVITED TO PARTICIPATE IN AN EDUCATIONAL RETREAT WITH THE BOARD OF DIRECTORS FROM ITS PARENT ORGANIZATION, 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 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, LINE 4B 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 $114,278 FOR KAREN I. CHRISTIANSEN (NON-VESTED), AND $272,442 FOR GERALD T. GRANT (NON-VESTED). CASH - NON-INTEREST BEARING 2018-09-01 2000 BOOK VALUE 231900132 ACTS RETIREMENT-LIFE COMMUNITIES INC 375 MORRIS ROAD WEST POINT PA 19486 501(C)(3) SAVINGS & TEMPORARY CASH INVESTMENTS 2018-09-01 542669 BOOK VALUE 231900132 ACTS RETIREMENT-LIFE COMMUNITIES INC 375 MORRIS ROAD WEST POINT PA 19486 501(C)(3) ACCOUNTS RECEIVABLE 2018-09-01 431386 BOOK VALUE 231900132 ACTS RETIREMENT-LIFE COMMUNITIES INC 375 MORRIS ROAD WEST POINT PA 19486 501(C)(3) PREPAID EXPENSES 2018-09-01 312403 BOOK VALUE 231900132 ACTS RETIREMENT-LIFE COMMUNITIES INC 375 MORRIS ROAD WEST POINT PA 19486 501(C)(3) LAND, BUILDINGS AND EQUIPMENT, NET 2018-09-01 48920142 BOOK VALUE 231900132 ACTS RETIREMENT-LIFE COMMUNITIES INC 375 MORRIS ROAD WEST POINT PA 19486 501(C)(3) INVESTMENTS 2018-09-01 8713332 BOOK VALUE 231900132 ACTS RETIREMENT-LIFE COMMUNITIES INC 375 MORRIS ROAD WEST POINT PA 19486 501(C)(3) 1 0 0 0 1 1 1 1 1 1 PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: THE FOLLOWING PARK POINTE VILLAGE, INC. DIRECTORS AND OFFICERS ARE DIRECTORS AND OFFICERS OF THE TRANSFEREE ORGANIZATION, ACTS RETIREMENT-LIFE COMMUNITIES, INC.: MARVIN MASHNER, GERALD T. GRANT, THOMAS A. DUNN, III, ROBERT B. EVANS, JOHN L. ESTERHAI, JR., M.D., DILIP A. KULATHUM, KAREN I. CHRISTIANSEN, RICHARD A. WINTER, AND GLENN D. FOX. PART I, LINE 6C: THE LIABILITIES OF PARK POINTE VILLAGE, INC. ("PPV") WERE DISCHARGED IN EFFECT THROUGH THE TRANSFER TO ANOTHER 501(C)(3) ORGANIZATION, ACTS RETIREMENT-LIFE COMMUNITIES, INC. ("ACTS")(EIN 23-1900132), WITH THE UNDERSTANDING THEY WILL BE TIMELY PAID AFTER THE MERGER ON 9/1/2018. BEFORE THE MERGER BOTH PPV AND ACTS WERE MEMBERS OF THE ACTS OBLIGATED GROUP. IN JUNE 2018, ACTS CLOSED ON A DEBT FINANCING. A PORTION OF THE PROCEEDS OF THE FINANCING WERE USED TO REFUND THE SERIES 2012 TAX-EXEMPT BONDS, WHICH WERE OUTSTANDING DURING THE YEAR FOR PARK POINTE VILLAGE, INC. FORM 990, PART III, LINE 3 EFFECTIVE 9/1/2018, PARK POINTE VILLAGE, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE HAD THE AUTHORITY TO TRANSACT SUCH BUSINESS AS NECESSARY FOR THE ADMINISTRATION AND OPERATION OF THE CORPORATION BETWEEN BOARD OF DIRECTORS MEETINGS SUBJECT TO CERTAIN LIMITS SPECIFIED IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 3 ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDED MANAGEMENT SERVICES TO PARK POINTE VILLAGE, INC. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE 9/1/2018, PARK POINTE VILLAGE, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. SEE SCHEDULE N FOR THE DISTRIBUTION OF ASSETS UPON DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 6 PARK POINTE VILLAGE, INC. WAS A SOUTH CAROLINA TAX-EXEMPT ORGANIZATION OF WHICH ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY-OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC), WAS THE SOLE MEMBER. EFFECTIVE 9/1/2018, PARK POINTE VILLAGE, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. FORM 990, PART VI, SECTION A, LINE 7A ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC), WAS THE SOLE MEMBER OF PARK POINTE VILLAGE, INC. AS SOLE MEMBER, IT HAD THE RIGHT TO ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD. EFFECTIVE 9/1/2018, PARK POINTE VILLAGE, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. FORM 990, PART VI, SECTION A, LINE 7B ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC), WAS THE SOLE MEMBER OF PARK POINTE VILLAGE, INC. AS SOLE MEMBER, IT HAD THE RIGHT TO AMEND THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS. EFFECTIVE 9/1/2018, PARK POINTE VILLAGE, INC. MERGED INTO ACTS RETIREMENT-LIFE COMMUNITIES, INC. (EIN 23-1900132) AS AN OPERATING DIVISION. FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW BY ACTS' CFO AND CEO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE ACTS BOARD OF DIRECTORS' AUDIT COMMITTEE, WHICH INCLUDES THREE CERTIFIED PUBLIC ACCOUNTANTS. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF PARK POINTE VILLAGE'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 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 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 ALSO AVAILABLE AT THE COMMUNITY. IN ADDITION, FINANCIAL INFORMATION IS INCLUDED IN 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: CHANGE IN BENEFICIAL INTEREST IN ACTS MISSION FOUNDATION -10,724. MERGER OF PARK POINTE VILLAGE INTO ACTS -14,973,904. FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING THE PROCESS FOR THE ORGANIZATION'S AUDIT COMMITTEE OVERSIGHT OF THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS AND THOSE OF AFFILIATES HAS NOT CHANGED FROM THE PRIOR YEAR. 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). ACTS RETIREMENT-LIFE COMMUNITIES INC 375 MORRIS ROAD WEST POINT PA 19486 231900132 OWNER AND OPERATOR OF CONTINUING CARE RETIREMENT COMMUNITIES PA 501(C)(3) 10 ACTS RETIREMENT SERVICES INC 0 ACTS RETIREMENT SERVICES INC 375 MORRIS ROAD WEST POINT PA 19486 264573260 SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12B, II N/A 0 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 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 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 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 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0