2025-11-14T11:20:14-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 264573131 ACTS SIGNATURE COMMUNITY SERVICES INC ACTS 2156618330 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 SUSAN AHERN TREASURER 2156618330 2025-11-13 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-13 2024 2025-03-06 01:10:19Z X GERALD T GRANT 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 20177423 0 X WWW.ACTSRETIREMENT.ORG X 2009 PA THE PURPOSE OF ACTS SIGNATURE COMMUNITY SERVICES, INC. IS TO SERVE OLDER ADULTS SIXTY-TWO YEARS OF AGE AND OLDER PROVIDING SERVICES INCLUDING HOSPICE, PRIMARY CARE SERVICES, AND HOME AND COMMUNITY-BASED SERVICES TO RESIDENTS LIVING IN THE CONTINUING CARE RETIRMENT COMMUNITES OPERATED BY A RELATED PA TAX-EXEMPT ORGANIZATION, ACTS RETIREMENT-LIFE COMMUNITIES, INC., AND TO OTHER INDIVIDUALS WITHIN THE SURROUNDING COMMUNITY. 5 3 570 70 0 0 0 20176895 0 528 20177423 0 0 18670640 0 0 4095658 22766298 -2588875 2756518 2544305 11405366 13782028 -8648848 -11237723 X ACTS SIGNATURE COMMUNITY SERVICES, 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 20675191 20176895 ACTS SIGNATURE COMMUNITY SERVICES, INC. PROVIDES SERVICES, SUCH AS HOSPICE, PRIMARY CARE SERVICES, AND HOME AND COMMUNITY-BASED SERVICES TO THE RESIDENTS LIVING IN THE CONTINUING CARE RETIREMENT COMMUNTIIES OPERATED BY A RELATED PA TAX-EXEMPT ORGANIZATION, ACTS RETIREMENT-LIFE COMMUNITIES, INC., AND TO OTHER INDIVIDUALS WITHIN THE SURROUNDING COMMUNITY. 20675191 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 1 0 0 0 1 7 0 570 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SUSAN AHERN TREASURER 2156618330 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 X KAREN I CHRISTIANSEN PRESIDENT & CHAIRMAN 1.00 49.00 X X 0 637993 276649 GERALD T GRANT CEO 1.00 49.00 X X 0 873088 922751 WARREN E CALLAWAY DIRECTOR 0.10 1.40 X 0 0 0 JOHN L ESTERHAI JR MD DIRECTOR 0.10 3.70 X 0 0 0 JOHN E LAMMERS MD DIRECTOR 0.10 2.00 X 0 0 0 GLENN D FOX SECRETARY 1.00 49.00 X 0 499910 493396 SUSAN AHERN TREASURER 0.50 49.50 X 0 367783 33889 PEGGY C VALDIVIA ASSISTANT TREASURER 1.00 49.00 X 0 253989 22383 CARYN COBLE HOSPICE & HOME HEALTH ADMINISTRATOR - NE REGION 40.00 5.00 X 0 151688 13401 CHERYL CLANCY HOME HEALTH & SERVICES ADMINISTRATOR - SE REGION 40.00 5.00 X 0 160872 14425 KELLIANNE NACE ADMINISTRATOR HOME HEALTH FL 45.00 0.00 X 142702 0 5813 LISA ALLEN NURSE PRACTITIONER 40.00 0.00 X 137761 0 25276 THERESA DAVIES NURSE PRACTITIONER 40.00 0.00 X 140739 0 10637 421202 2945323 1818620 23 0 1 0 TEBRA TECHNOLOGIES INC 1111 BAYSIDE DR ST 270 CORONA DEL MAR CA 92625 IT CONSULTING 106808 1 RESIDENT ANCILLARY REV 623000 14405453 14405453 MEDICARE 623000 5771442 5771442 20176895 MISCELLANOUS 900099 528 528 528 20177423 20176895 0 528 15690697 15360845 329852 354565 254997 99568 1468207 1272707 195500 1157171 1132459 24712 7830 7830 4540 4540 372882 372657 225 7810 7531 279 129675 118543 11132 80856 80856 114740 112766 1974 88684 88684 CREDIT LOSS EXPENSE 1468215 1468215 MANAGEMENT SERVICES 1330848 1330848 MEDICAL SUPPLIES 451734 451734 LICENSES AND FEES 25966 22632 3334 11878 11421 457 22766298 20675191 2091107 0 224790 320974 2489542 2183956 42186 39375 2756518 2544305 1399660 1453941 10005706 12328087 11405366 13782028 X -8648848 -11237723 -8648848 -11237723 2756518 2544305 -2588875 0 X X 0 1 X 1 0 X 20176895 20176895 20176895 20176895 0 0 0 20176895 528 528 20177423 20177423 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2024 AMOUNT: $ 528. 0 DUE TO AFFILIATES 12328087 12328087 X 1 1 0 1 0 0 0 0 0 0 0 GERALD T GRANT CEO 0 649885 0 223203 0 0 0 906605 0 16146 0 1795839 0 0 GLENN D FOX SECRETARY 0 393206 0 106704 0 0 0 477250 0 16146 0 993306 0 0 KAREN I CHRISTIANSEN PRESIDENT & CHAIRMAN 0 477469 0 160524 0 0 0 256560 0 20089 0 914642 0 0 SUSAN AHERN TREASURER 0 296305 0 71478 0 0 0 13800 0 20089 0 401672 0 0 PEGGY C VALDIVIA ASSISTANT TREASURER 0 211254 0 42735 0 0 0 10175 0 12208 0 276372 0 0 CHERYL CLANCY HOME HEALTH & SERVICES ADMINISTRATOR 0 148626 0 12246 0 0 0 6594 0 7831 0 175297 0 0 CARYN COBLE HOSPICE & HOME HEALTH ADMINISTRATOR 0 139953 0 11735 0 0 0 5582 0 7819 0 165089 0 0 LISA ALLEN NURSE PRACTITIONER 135861 0 1900 0 0 0 5925 0 19351 0 163037 0 0 0 THERESA DAVIES NURSE PRACTITIONER 137639 0 3100 0 0 0 2819 0 7818 0 151376 0 0 0 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 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 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, GERALD T. GRANT, AND GLENN D. FOX INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $242,760 FOR KAREN I. CHRISTIANSEN (NON-VESTED), $892,805 FOR GERALD T. GRANT (NON-VESTED), AND $463,450 FOR GLENN D. FOX (NON-VESTED). PAGE 1, SECTION B, INITIAL RETURN: ACTS SIGNATURE COMMUNITY SERVICES WAS INCLUDED IN THE ACTS RETIREMENT SERVICES, INC. GROUP EXEMPTION RETURN (90-0626767) IN PRIOR YEARS, THIS IS THE FIRST YEAR THEY ARE REPORTING SEPARATE. FORM 990, PART III, LINE 3 ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, BECAME THE SOLE MEMBER OF ACTS SIGNATURE COMMUNITY SERVICES, INC. EFFECTIVE DECEMBER 31, 2022. FORM 990, PART VI, SECTION A, LINE 1A 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 4 ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, BECAME THE SOLE MEMBER OF ACTS SIGNATURE COMMUNITY SERVICES, INC. EFFECTIVE DECEMBER 31, 2022. FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW BY THE ACTS' CFO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE ACTS BOARD OF DIRECTORS' AUDIT AND COMPLIANCE COMMITTEE. 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 ENGAGE 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 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 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. FORM 990, 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), AND GLENN D. FOX (NON-VESTED). PART XII, FINANCIAL STATEMENTS AND REPORTING THE ORGANIZATION'S ANNUAL FINANCIAL STATEMENTS ARE AUDITED ON A CONSOLIDATED BASIS AND THE ORGANIZATION HAS AN AUDIT AND COMPLIANCE COMMITTEE CONSISTING OF BOARD MEMBERS ONLY THAT EXERCISES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. 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