2013-11-15T14:23:03-06:00 2012-12-31 232932984 PARENTEBEARD LLC 1650 MARKET STREET 45TH FLOOR PHILADELPHIA PA 19103 990 2012-01-01 510082520 PENINSULA UNITED METHODIST HOMES INC PENI 2156618330 375 MORRIS ROAD PO BOX 90 WEST POINT PA 19486 GERALD T GRANT 2156618330 2013-11-15 1 P00350393 2159720701 2012 2016-03-07 17:11:31Z MARVIN MASHNER 375 MORRIS ROAD PO BOX 90 WEST POINT PA 19486 52510115 0 X WWW.PUMH.COM X 1954 DE THE PURPOSE OF PENINSULA UNITED METHODIST HOMES, INC. IS TO SERVE OLDER ADULTS SIXTY-TWO YEARS OF AGE AND OLDER, PROVIDING RETIREMENT-LIFE SERVICES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING CARE AND COMPLEMENTARY SERVICES; MEETING RESIDENT NEEDS IN A CHRISTIAN MANNER WITHOUT PREJUDICE OR PREFERENCE TO ANY FAITH, IN AN EXPRESSION OF LOVING KINDNESS. 8 5 820 271 0 0 719872 1050888 45259896 45110359 1503030 1005415 894865 797688 48377663 47964350 2230 343 0 0 19353427 19353092 0 0 0 24632905 23086929 43988562 42440364 4389101 5523986 152202688 155528452 140372074 137735742 11830614 17792710 X AS AN ACTS RETIREMENT-LIFE COMMUNITY, PENINSULA UNITED METHODIST HOMES, INC. IS COMMITTED TO PROVIDING SECURITY AND PEACE OF MIND TO ALL SENIORS BY BEING THE PRE-EMINENT PROVIDER OF RETIREMENT-LIFE SERVICES, MEETING SENIORS' SOCIAL, PERSONAL, HEALTH AND SPIRITUAL NEEDS IN A CHRISTIAN ATMOSPHERE GRACED WITH LOVING-KINDNESS, DIGNITY, SENSITIVITY, HONESTY, AND RESPECT WITHOUT PREJUDICE TO ANY INDIVIDUAL OR PREFERENCE TO ANY PARTICULAR FAITH OR CREED. 0 0 38099139 343 45110359 PENINSULA UNITED METHODIST HOMES, INC. ("PUMH,INC.") PROVIDES COMPREHENSIVE LIFE CARE SERVICES TO SENIOR ADULTS AGED 62 AND OLDER, THAT INCLUDES 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. ALL PHYSICAL ACCOMMODATIONS AND SERVICES ARE PROVIDED UNDER THE TERMS OF A FORMAL 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 2012, PUMH SERVED, ON AVERAGE, 590 RESIDENTS IN INDEPENDENT LIVING, 120 RESIDENTS IN ASSISTED LIVING AND 137 RESIDENTS IN SKILLED CARE. 38099139 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 75 0 1 820 1 0 1 CJ 0 0 0 0 0 0 0 0 X 8 5 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 DE X GERALD T GRANT 2156618330 375 MORRIS ROAD PO BOX 90 WEST POINT PA 19486 MARVIN MASHNER 4.00 53.50 X X 0 640722 610977 WILLIAM E HOLLOWAY 1.00 0.00 X X 0 0 0 ELRIC C GERNER 1.00 3.50 X X 0 0 0 GERALD T GRANT 2.00 55.10 X X 0 375356 110283 J MARK VANDERBECK 2.00 55.10 X X 0 364141 167051 SUSAN B ALLMOND 1.00 0.00 X 0 0 0 DONALD L DAVIS 1.00 11.10 X 0 0 0 JOHN D FAIRCHILD 1.00 0.00 X 0 0 0 KAREN I CHRISTIANSEN 2.00 53.10 X 0 240459 19480 EILEEN HANHAUSER 45.00 0.00 X 0 107254 7640 YINGYING INGLES 40.00 0.00 X 104088 0 8554 TERUKO WHITE 45.00 0.00 X 0 129349 10407 ROBYN CRANDALL 45.00 0.00 X 0 119430 10776 104088 1976711 945168 1 0 1 0 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 303682289 CULINARY SERVICES 4141052 MILLER BROS DIV OF WAMPOLE-ML 301 ALAN WOOD ROAD CONSHOHOCKEN PA 19428 ELECTRICAL SERVICES 406659 GENESIS REHABILITATION SERVICE PO BOX 7247-6524 PHILADELPHIA PA 191706524 THERAPY SERVICES 378249 MOON SITE MANAGEMENT INC PO BOX 672 CHESAPEAKE CITY MD 21915 LANDSCAPING SERVICES 363541 BENTZ ELECTRICAL CONSTRUCTION 1896 BEECHWOOD DRIVE WILMINGTON DE 19810 ELECTRICAL SERVICES 353178 16 1050888 20749 1050888 MONTHLY FEES 623000 29518812 29518812 ENTRANCE FEE AMORT. 623000 6831750 6831750 MEDICAL SERVICES REV. 623000 4147149 4147149 MEDICARE AND MEDICAID 623000 3254755 3254755 RES. ANCILLARY REV. 623000 796755 796755 561138 561138 45110359 1061445 1061445 4481005 8730 4545765 0 -64760 8730 -56030 -56030 CAFE & CATERING INCOME 722210 245427 245427 GUEST SUITES REVENUE 721000 128348 128348 APARTMENT MODIFICATION 623000 86875 86875 337038 337038 797688 47964350 45110359 0 1803103 343 343 16074892 15267680 807212 182696 176338 6358 1880865 1714979 165886 1214639 1152792 61847 37999 37999 59898 59898 106979 106979 1997808 1893686 104122 232157 232157 1221027 1068381 152646 88101 88101 3010042 3010042 89144 85319 3825 2489281 2489281 5728882 5697962 30920 710702 958876 -248174 MANAGEMENT SERVICES 2634776 2634776 FOOD EXPENSE 2208000 2147487 60513 MAINTENANCE SERVICES 1171892 1171892 MEDICAL SUPPLIES 522633 522633 777608 741448 36160 42440364 38099139 4341225 0 6244 5483 19544568 7159920 2306656 1861730 474632 514547 125086838 13680691 110618482 111406147 7697297 21334274 2357116 2415296 9197693 10831055 152202688 155528452 6228284 5131405 59145649 61765890 63955000 47675000 2654957 14775000 8388184 8388447 140372074 137735742 X 3212714 8216376 6764350 7711947 1853550 1864387 11830614 17792710 152202688 155528452 X 5523986 413528 24582 X X 0 1 X 1 0 X 4668224 513040 429683 719872 997910 7328729 43477943 45068606 30474969 46084176 45908047 211013741 48146167 45581646 30904652 46804048 46905957 218342470 0 0 0 218342470 378974 467869 655907 358289 1061445 2922484 378974 467869 655907 358289 1061445 2922484 19860 10579 17646 48085 868882 868882 49394023 46069375 31571138 47179983 47967402 222181921 0.98270 0.97750 0.01320 0.01260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1853550 10837 59440 59440 1864387 1753383 64912 95155 59900 1853550 1753383 104112 104112 1753383 1753383 1753383 2183087 3576 -433280 1753383 0.00000 1.00000 0.00000 0 1 1 7856493 7856493 104991565 10512046 94479519 2199048 343044 1856004 10039732 2825601 7214131 111406147 DEFERRED FINANCING COSTS 402960 DUE FROM AFFILIATES 851761 INTEREST IN THE NET ASSETS OF PUMH FOUNDATION, INC. 9576334 10831055 DUE TO AFFILIATES 601559 FAIR MARKET VALUE OF INVESTMENT CONTRACTS 6834575 ENTRANCE FEE DEPOSITS 952313 8388447 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENTS PROVIDE FOR THE FINANCIAL SECURITY OF RESIDENTS AND PROTECT AGAINST THE FINANCIAL RISKS ASSOCIATED WITH ADVANCED AGE TO MAINTAINING IN RESIDENCE ANY PERSON WHO BECOMES UNABLE TO PAY REGULAR CHARGES; PROVIDE EMPLOYEES DEVELOPMENT AND TRAINING OPPORTUNITIES WHICH ENHANCE THEIR ABILITY TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND SPIRITUAL NEEDS OF THOSE SERVED BY THE ORGANIZATION; AND PROVIDE FUNDS FOR FACILITY IMPROVEMENT AND MAINTENANCE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: PENINSULA UNITED METHODIST HOMES, INC. ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINITES THAT MET THE RECOGNITION THRESHOLD IN 2012. THE FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE COMPANY FOR THE YEAR ENDED DECEMBER 31, 2011, THE PERIOD ENDED DECEMBER 31, 2010 AND THE FISCAL YEAR ENDED APRIL 30, 2010 HAVE BEEN FILED BUT REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X 1 1 0 1 0 0 0 0 0 0 0 MARVIN MASHNER 0 478247 0 162475 0 0 0 597961 0 13016 0 1251699 0 0 GERALD T GRANT 0 289356 0 86000 0 0 0 94414 0 15869 0 485639 0 0 J MARK VANDERBECK 0 283416 0 80725 0 0 0 160275 0 6776 0 531192 0 0 KAREN I CHRISTIANSEN 0 193644 0 46815 0 0 0 3935 0 15545 0 259939 0 0 PART I, LINE 1A PENINSULA UNITED METHODIST HOMES, INC. BOARD MEMBERS ARE INVITED TO PARTICIPATE IN AN EDUCATIONAL RETREAT WITH THE BOARD OF DIRECTORS FROM ACTS RETIREMENT-LIFE COMMUNITIES, NEAR ONE OR MORE OF ACTS' COMMUNITIES, WHICH MAY REQUIRE SOME OR ALL 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 COMPANY'S PRACTICE UNDER THE AUSPICES AND DIRECTION OF ITS MANAGEMENT COMPANY TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2012, 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 IS 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 PART I, LINE 4B: OTHER COMPENSATION FROM MARVIN MASHNER, GERALD T. GRANT AND J. MARK VANDERBECK INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $592,961 FOR MARVIN MASHNER (VESTED), $89,414 FOR GERALD T. GRANT (NON-VESTED) AND $155,275 FOR J.MARK VANDERBECK (NON-VESTED). A DELAWARE ECONOMIC DEVELOPMENT AUTHORITY SERIES 2007A 510269736 246387MN1 2007-12-15 50000000 TO REFUND THE SERIES 1992, 1997 & 2002 BONDS & FUND CAPITAL IMPROVEMENTS 0 0 0 B DELAWARE ECONOMIC DEVELOPMENT AUTHORITY SERIES 2007B 510269736 246387MP6 2007-12-15 15415000 TO REFUND THE SERIES 1992, 1997 & 2002 BONDS & FUND CAPITAL IMPROVEMENTS 0 0 0 A 2325000 50000000 720069 19571620 29708311 2009 0 1 1 1 B 15415000 15415000 221997 6033931 9159072 2009 0 1 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 1 PNC BANK NA 29.400000000000 0 0 0 0 1 B 0 0 0 1 1 1 MORGAN STANLEY CAPITAL MARKETS 9.800000000000 0 0 0 0 1 A 1 B 1 SCHEDULE K, PART IV, LINE 2C, NO REBATE DUE THE DELAWARE ECONOMIC DEVELOPMENT AUTHORITY BONDS ISSUED 12/15/2007 HAD THEIR REBATE COMPUTATION PERFORMED ON 11/30/2012. FORM 990, PART VI, SECTION A, LINE 3 ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDES MANAGEMENT SERVICES TO PENINSULA UNITED METHODIST HOMES, INC. FORM 990, PART VI, SECTION A, LINE 6 PENINSULA UNITED METHODIST HOMES, INC. ("PUMH") IS A DELAWARE 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) IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC) IS THE SOLE MEMBER OF PENINSULA UNITED METHODIST HOMES, 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-LIFE COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC) IS THE SOLE MEMBER OF PENINSULA UNITED METHODIST HOMES, 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 11 AFTER REVIEW BY THE ACTS' CFO AND CEO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE ACTS BOARD OF DIRECTORS' AUDIT COMMITTEE, WHICH INCLUDES TWO CERTIFIED PUBLIC ACCOUNTANTS. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF PENINSULA UNITED METHODIST HOME'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 RESPONSES ARE REVIEWED BY THE 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 COMPANY'S PRACTICE UNDER THE AUSPICES AND DIRECTION OF ITS MANAGEMENT COMPANY TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2012, 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 IS GENERALLY FOCUSED AT THE MEDIAN AND SLIGHTLY ABOVE IN ACCORDANCE WITH LEVELS IDENTIFIED IN THE STUDY. THE REPORTS' FINDINGS ARE REVIEWED WITH THE PARENT BOARD OFFICERS. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE FILED WITH NUMEROUS REGULATORY AUTHORITIES AND THEREFORE, ARE AVAILABLE TO THE PUBLIC. IN ADDITION, UPON RECEIPT OF A REQUEST AND ITS REVIEW, THE ORGANIZATION WILL MAKE AVAILABLE SUCH DOCUMENTS, AS DEEMED APPROPRIATE. AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. CERTAIN FINANCIAL STATEMENTS, SUCH AS ANNUAL REPORTS AND QUARTERLY REPORTS, ARE POSTED TO THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE AT 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON TEMPORARILY RESTRICTED NET ASSETS 142,193. UNREALIZED LOSS ON INVESTMENT CONTRACTS -64,633. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -52,978. FORM 990, PART VII, COMPENSATION OF OFFICERS* OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR MARVIN MASHNER (VESTED), GERALD T. GRANT (NON-VESTED) AND J. MARK VANDERBECK (NON-VESTED). PUMH FOUNDATION INC 375 MORRIS ROAD WEST POINT PA 19486 912161987 FUNDRAISING DE 501(C)(3) 11A, TYPE 1 PENINSULA UNITED METHODIST HOMES INC 0 ACTS RETIREMENT-LIFE COMMUNITIES INC 375 MORRIS ROAD WEST POINT PA 19486 231900132 OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES PA 501(C)(3) 9 ACTS RETIREMENT SERVICES INC 0 AZAELA TRACE INC 375 MORRIS ROAD WEST POINT PA 19486 591932549 CONTINUING CARE RETIREMENT COMMUNITY FL 501(C)(3) 9 ACTS ACQUISITION COMPANY LLC 0 PARK POINTE VILLAGE INC 375 MORRIS ROAD WEST POINT PA 19486 582420862 CONTINUING CARE RETIREMENT COMMUNITY SC 501(C)(3) 9 ACTS ACQUISITION COMPANY LLC 0 LANIER VILLAGE ESTATES 375 MORRIS ROAD WEST POINT PA 19486 582440835 CONTINUING CARE RETIREMENT COMMUNITY GA 501(C)(3) 9 ACTS RETIREMENT-LIFE COMMUNITIES INC 0 ACTS RETIREMENT SERVICES INC 375 MORRIS ROAD WEST POINT PA 19486 264573260 SUPPORTING ORGANIZATION PA 501(C)(3) 11B, 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) 9 ACTS RETIREMENT SERVICES INC 0 ACTS MISSION FOUNDATION 375 MORRIS ROAD WEST POINT PA 19486 264573334 FUNDRAISING PA 501(C)(3) 7 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) 11B, 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) 9 ACTS ACQUISITION COMPANY LLC 0 PUMH HOME HEALTH CARE INC 375 MORRIS ROAD WEST POINT PA 19486 510347212 HOSPICE AND HOME HEALTH SERVICES DE 501(C)(3) 9 PENINSULA UNITED METHODIST HOMES INC 0 VILLAGE NURSING CARE INC 375 MORRIS ROAD WEST POINT PA 19486 582643482 HOME HEALTH SERVICE AGENCY GA N/A C 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 PUMH FOUNDATION INC M 1080360 FAIR MARKET VALUE PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS LANIER VILLAGE ESTATES, INC. AND AZALEA TRACE, INC. WERE RELATED TAX-EXEMPT ORGANIZATIONS THROUGH 7/31/2012. ON 8/1/2012, BOTH OF THESE ORGANIZATIONS MERGED INTO ANOTHER RELATED TAX-EXEMPT ORGANIZATION, ACTS RETIREMENT-LIFE COMMUNITIES, INC.