2024-11-12T08:50:13+00:00 2023-12-31 390859910 Baker Tilly Advisory Group LP 1570 Fruitville Pike Suite 400 Lancaster PA 17601 990 2023-01-01 592437006 Mease Life Residents Foundation Inc MEAS 7277383209 700 MEASE PLAZA DUNEDIN FL 346986680 GERALD T GRANT CEO 2156618330 2024-11-12 true true Kerri N Bogda CPA P00760402 7177404863 2024-11-12 2023 2024-10-15 13:58:12Z GERALD T GRANT 700 MEASE PLAZA DUNEDIN FL 346986680 143136 false X N/A X 1984 FL TO ASSIST THE RESIDENTS OF MEASE LIFE, INC. WHO NEED FINANCIAL ASSISTANCE AND TO FUND CAPITAL AND OPERATING PROJECTS THAT SUPPORT THE RESIDENTS. 4 3 0 3 0 0 2754734 28425 0 0 64950 114711 0 0 2819684 143136 8823 94670 0 0 0 0 0 0 0 7919 2750 16742 97420 2802942 45716 3593615 3685994 0 151105 3593615 3534889 TO ASSIST THE RESIDENTS OF MEASE LIFE, INC. WHO NEED FINANCIAL ASSISTANCE AND TO FUND CAPITAL AND OPERATING PROJECTS THAT SUPPORT THE RESIDENTS. false false 94670 94670 0 TO ASSIST THE RESIDENTS OF MEASE LIFE, INC. WHO NEED FINANCIAL ASSISTANCE AND TO FUND CAPITAL AND OPERATING PROJECTS THAT SUPPORT THE RESIDENTS. 94670 true true false false false false false false false false true false false true false false false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 4 3 false true false false true true true true true false false true true true true true true true true false FL X SUSAN AHERN Assistant TREASURER 2156618830 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 GERALD T GRANT CEO & VICE CHAIRMAN 0.5 49.5 X X 0 801980 886658 HEINZ BERTRAM DIRECTOR & VICE CHAIRMAN (THRU 9/23) 1.0 0.0 X X 0 0 0 JOHN BATE DIRECTOR & PRESIDENT (THRU 9/23) 1.0 0.0 X X 0 0 0 MARY C CARROLL DIRECTOR & CHAIR 1.0 3.0 X X 0 0 0 MEL ORA DIRECTOR & SECRETARY 1.0 3.0 X X 0 0 0 MICHAEL D KELLY DIRECTOR & TREASURER 1.0 6.0 X X 0 0 0 TRAVIS FINCHUM DIRECTOR, SECRETARY, TREASURER (THRU 9/23) 1.0 0.0 X X 0 0 0 BILL FRANCISCO DIRECTOR (THRU 9/23) 1.0 3.0 X 0 0 0 JUDEE BAVARIA DIRECTOR (THRU 9/23) 1.0 3.0 X 0 0 0 GLENN D FOX ASSISTANT SECRETARY 1.0 49.0 X 0 480703 514121 JONATHAN D GRANT ASSISTANT SECRETARY 1.0 49.0 X 0 418490 36372 KAREN I CHRISTIANSEN PRESIDENT & ASSISTANT TREASURER 0.5 49.5 X 0 589794 251459 SUSAN AHERN ASSISTANT TREASURER 1.0 49.0 X 0 330159 31720 0 2621126 1720330 0 false true false 0 28425 28425 0 0 0 0 0 114711 114711 0 0 0 0 0 0 0 0 0 143136 0 0 114711 94670 94670 2750 2750 0 0 0 0 0 0 0 0 97420 94670 2750 0 89158 0 3489674 555765 0 0 0 0 14783 0 1127181 0 2003048 0 0 0 3593615 3685994 2750 0 0 148355 0 151105 3593615 3534889 3593615 3534889 3593615 3685994 X 45716 -89659 -14783 X false false false X X 1 MEASE LIFE INC 591005403 9 true 94670 0 1 94670 0 true false false false false false false false false false false false false false false true true false X true false Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes Mease Life Residents Foundation, Inc. (MLRF) held and managed the investments and supported Mease Life, Inc. (Mease Life) through charitable donations which were used to: 1) provide funds to assure financial security for residents with assistance towards monthly membership fees, 2) support the operational needs of the Mease Life community and to support the planned projects and programs that help to meet the residents' social, personal, health and spiritual needs, and 3) support the physical expansions and improvements to the Mease Life community which directly benefit the lives of the Mease Life residents. MLRF was created in 1984 to benefit the Mease Life residents. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Money Market 540525 F Certificates of Deposit 1462523 F 2003048 DUE TO AFFILIATE 148355 148355 true MEASE LIFE INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 591005403 501(C)(3) 94670 RELEASE OF CONTRIBUTIONS RECEIVED FOR SUPPORTED ORGANIZATIONS 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ALL CONTRIBUTIONS ARE BETWEEN RELATED ENTITIES AND ARE MONITORED THROUGH THE ACCOUNTING SYSTEM WHICH IS UNDER COMMON MANAGEMENT. false true false false false false false false false GERALD T GRANT CEO & VICE CHAIRMAN 0 627767 0 174213 0 0 0 871666 0 14992 0 1688638 0 0 KAREN I CHRISTIANSEN PRESIDENT & ASSISTANT TREASURER 0 462613 0 127181 0 0 0 232821 0 18638 0 841253 0 0 SUSAN AHERN ASSISTANT TREASURER 0 271757 0 58402 0 0 0 13200 0 18520 0 361879 0 0 GLENN D FOX ASSISTANT SECRETARY 0 393493 0 87210 0 0 0 499129 0 14992 0 994824 0 0 JONATHAN D GRANT ASSISTANT SECRETARY 0 339759 0 78731 0 0 0 17732 0 18640 0 454862 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2023, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE LEVELS FROM THE MEDIAN UP TO THE SEVENTY-FIFTH PERCENTILE AS IDENTIFIED IN THE STUDY. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT ACTS BOARD MEMBERS APPOINTED BY THE ACTS 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 CRITIERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN, GERALD T. GRANT, GLENN D. FOX, AND JONATHAN D. GRANT INCLUDES ACCRUALS FOR A DEFERRED SUPPLMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $219,621 FOR KAREN I. CHRISTIANSEN (NON-VESTED), $858,466 FOR GERALD T. GRANT (NON-VESTED), $485,929 FOR GLENN D. FOX (NON-VESTED), AND $4,532 FOR JONATHAN D. GRANT (NON-VESTED). Form 990, Part VI, Line 1a 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, Line 3 Delegation of management duties ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDES MANAGEMENT SERVICES TO MEASE LIFE RESIDENTS FOUNDATION, INC. Form 990, Part VI, Line 6 Classes of members or stockholders MEASE LIFE, INC., A RELATED FLORIDA TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER OF MEASE LIFE RESIDENTS FOUNDATION, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MEASE LIFE, INC., A RELATED FLORIDA TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER OF MEASE LIFE RESIDENTS FOUNDATION, INC. THE SOLE MEMBER HAS THE RIGHT TO ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders MEASE LIFE, INC., A RELATED FLORIDA TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER OF MEASE LIFE RESIDENTS FOUNDATION, INC. THE SOLE MEMBER HAS THE RIGHT TO APPROVE ALL AMENDMENTS OR ALTERATIONS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE CHANGES BECOME EFFECTIVE. Form 990, Part VI, Line 11b Review of form 990 by governing body AFTER REVIEW BY THE ACTS' CFO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE BOARD OF DIRECTORS' AUDIT AND finance COMMITTEE. THE FORM 990 IS THEN made available TO THE OTHER MEMBERS OF The board of directors BEFORE FILING. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2023, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE LEVELS FROM THE MEDIAN UP TO THE SEVENTY-FIFTH PERCENTILE AS IDENTIFIED IN THE STUDY. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT ACTS BOARD MEMBERS APPOINTED BY THE ACTS 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 CRITIERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE FILED WITH NUMEROUS REGULATORY AUTHORITIES AND THEREFORE, ARE AVAILABLE TO THE PUBLIC. 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. Form 990, Part VII, Section A PART VII, COMPENSATION OF OFFICERS* OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR KAREN I. CHRISTIANSEN (NON-VESTED), GERALD T. GRANT (NON-VESTED), GLENN D. FOX (NON-VESTED), AND JONATHAN D. GRANT (NON-VESTED). Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER OF PPE TO MEASE LIFE - -14783; ACTS RETIREMENT-LIFE COMMUNITIES INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 231900132 OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES PA 501(c)(3) 10 ACTS RETIREMENT SERVICES INC false ACTS RETIREMENT SERVICES INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 264573260 SUPPORTING ORGANIZATION PA 501(c)(3) Type II NA false ACTS SIGNATURE COMMUNITY SERVICES INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 264573131 HOSPICE, HOME HEALTH AND PRIMARY CARE SERVICES PA 501(c)(3) 10 ACTS RETIREMENT-LIFE COMMUNITIES INC false ACTS MANAGEMENT SERVICES INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 264573412 CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES PA 501(c)(3) Type II ACTS RETIREMENT SERVICES INC false INTEGRACE INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 521710891 OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES MD 501(c)(3) 10 ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC false MEASE LIFE INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 591005403 CONTINUING CARE RETIREMENT COMMUNITY FL 501(c)(3) 10 ACTS ACQUISITION AND DEVELOPMENT COMPANY LLC false ACTS LEGACY FOUNDATION INC 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 912161987 FUNDRAISING DE 501(c)(3) Type I ACTS RETIREMENT-LIFE COMMUNITIES INC false false true false false false false false false false false false true false true true false false true false