2025-11-14T11:18:58-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 900626767 ACTS RETIREMENT SERVICES INC GRP EXEMP 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 GERALD T GRANT 420 DELAWARE DRIVE FORT WASHINGTON PA 190342711 70834059 1 1 5614 X WWW.ACTSRETIREMENT.ORG X ACTS RETIREMENT SERVICES' 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. 5 3 380 3 0 0 0 0 75265070 61586947 119526 152231 519 18631 75385115 61757809 0 0 0 0 68991508 55209870 4342 5295 986383 10441343 6940141 79437193 62155306 -4052078 -397497 52533325 58880792 43603578 41269798 8929747 17610994 X ACTS RETIREMENT 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 47947958 61595329 ACTS MANAGEMENT SERVICES, INC. (AMS) PROVIDES CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES FOR ALL OF THE ACTS ENTITIES. 47947958 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 20 0 380 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 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 GERALD T GRANT CEO & DIRECTOR 10.00 40.00 X X 873088 0 922751 KAREN I CHRISTIANSEN PRESIDENT, ASSISTANT SEC'Y, DIRECTOR 10.00 40.00 X X 637993 0 276649 JOHN L ESTERHAI JR MD DIRECTOR, CHAIRMAN 0.40 3.40 X X 0 0 0 WARREN CALLAWAY DIRECTOR 0.40 1.10 X 0 0 0 DANIEL W LAWSON II DIRECTOR 0.60 1.50 X 0 0 0 JEFFERSON KAIGHN EXEC VP, CAO (THRU 11/24) 15.00 30.00 X 2703748 0 26602 GLENN D FOX EXEC VP, GENERAL COUNSEL, SECRETARY 10.00 40.00 X 499910 0 493396 JONATHAN D GRANT EXEC VP, COO 15.00 35.00 X 458040 0 144921 JAMES H PETTY EVP, CHIEF STRATEGY OFFICER 15.00 30.00 X 405125 0 144497 HOLLY S SCHADE SVP, CHIEF CLINICAL OFFICER 25.00 20.00 X 396372 0 25569 PAUL M REINBOLD VP, CHIEF MEDICAL DIRECTOR 15.00 30.00 X 395169 0 32389 LORI M WOODWARD SVP, CHIEF MARKETING OFFICER 20.00 25.00 X 393190 0 22360 CRAIG THOMPSON SVP, CHIEF PROPERTY & SUSTAINABILITY OFFICER 15.00 30.00 X 391130 0 29946 JEREMY O NEELY SVP, COMMUNITY OPERATIONS OFFICER 15.00 30.00 X 386209 0 26333 SUSAN AHERN SVP, CFO, TREASURER 12.00 38.00 X 367783 0 33889 PETER J KRESS SVP, CIO 15.00 30.00 X 363990 0 29917 DEIRDRE GROENEN SVP, CHIEF HUMAN RESOURCES OFFICER 15.00 30.00 X 346849 0 22302 BRIAN RUTTER SVP, CHIEF COMM. & BRAND OFFICER 15.00 30.00 X 334889 0 22078 TERUKO A WHITE VP OF OPERATIONS, NORTHEAST 15.00 30.00 X 333306 0 29681 STEPHEN V EGGLES VP OF OPERATIONS, MID-SOUTH 15.00 30.00 X 329618 0 23021 MEGAN LONGLEY VP SALES 15.00 30.00 X 324283 0 21193 GEORGE R BRYAN VP OF OPERATIONS, SOUTHEAST 15.00 30.00 X 314983 0 32862 SEAN T FLETCHER SVP, REAL ESTATE SERVICES 15.00 30.00 X 307630 0 20591 PEGGY C VALDIVIA VP, FINANCIAL SVCS, ASST TREASURER 15.50 34.50 X 253989 0 22383 PATRICK PICCIOCCHI VP, CULINARY & RESIDENT EXPERIENCE 15.00 30.00 X 252717 0 18485 TERESA MOORE VP, RESIDENT HEALTH SERVICES 15.00 30.00 X 246914 0 17975 DAVID VEGA VP, OPERATIONAL ANALYSIS & COMP 15.00 30.00 X 238319 0 8266 CHRISTOPHER J HARTMAN SR VP, IT OPERATIONS 15.00 30.00 X 237815 0 21855 JODIE REINHART VP, STRATEGY & BUSINESS DEVELOPMENT 15.00 30.00 X 230955 0 17090 BRIAN ROUNSAVILL VP, PROCUREMENT & CONTRACT MGMT 15.00 30.00 X 225475 0 9337 MICHAEL SALITSKY VP, OPERATIONS, MID-ATLANTIC REGION 15.00 30.00 X 224328 0 21225 STEPHEN LA PIERRE VP OPERATIONS, NORTHEAST(THRU 3/24) 15.00 30.00 X 173336 0 6296 PATRICK M PLUMADORE VP,HOSPITALITY & RESTAUR(THRU 2/24) 15.00 30.00 X 76531 0 1727 SCOTT SUMMY CHIEF HUMAN RESOURCES, AAM 45.00 0.00 X 218829 0 15789 KENT MCRAE EXECUTIVE DIRECTOR (THRU 10/31/24) 5.00 40.00 X 407792 0 20506 JOYA MAROTTA EXECUTIVE DIRECTOR 5.00 40.00 X 220334 0 24633 BRIAN LEVESQUE EXECUTIVE DIRECTOR 5.00 40.00 X 221924 0 18627 PATRICIA ALDERSON CORP. DIR. REHAB SVCS & HOME HEALTH 5.00 40.00 X 217292 0 24410 KENNETH J KARMERIS FMR SVP RE & DEVEL SVCS. (THRU 3/23) 20.00 25.00 X 137800 0 0 14147655 0 2629551 186 1 1 0 WILLOW VALLEY ASSOCIATES INC 100 WILLOW VALLEY LAKES DR WILLOW STREET PA 17584 PROPERTY MANAGEMENT 437508 1 MGMT SERVICES REVENUE 541610 61586947 61586947 61586947 245695 245695 24020 5548 18472 18472 18472 8977238 8558889 511813 418349 -511813 -93464 -93464 DISCOUNTS EARNED 900099 159 159 159 61757809 61586947 0 170862 16518964 13215171 3303793 825989 660791 165198 29414148 22952195 5738049 723904 1461034 1168828 292206 3894846 3114302 778544 2000 3094889 2435671 608922 50296 40849 40849 46045 46045 5295 5295 122534 98203 24331 321645 258081 63564 1750 1400 350 1238694 787892 398768 52034 139589 111169 28420 723146 515184 207962 2418920 1883730 470906 64284 18677 18677 322589 322589 1262234 415327 846907 17021 13617 3404 MISCELLANEOUS EXPENSES 129721 96360 24090 9271 FOOD 83723 45773 11443 26507 PUBLIC RELATIONS 32010 25608 6402 SALES TAX 20994 16762 4191 41 62155306 47947958 13220965 986383 175 175 3650020 7505534 2607382 392399 649377 612735 21096202 5972286 15457510 15123916 9598518 8451569 2670000 17900343 26794464 52533325 58880792 29113642 29614059 14489936 11655739 43603578 41269798 X 8929747 17610994 8929747 17610994 52533325 58880792 X -397497 429896 8648848 X X 0 1 X 1 0 X X X 5 ACTS SIGNATURE COMMUNITY SERVICES INC 264573131 10 1 0 1330849 ACTS RETIREMENT-LIFE COMMUNITIES INC 231900132 10 1 0 46958033 MEASE LIFE INC 591005403 10 0 0 1495394 BONITA SPRINGS RETIREMENT VILLAGE INC 262386152 10 0 0 366966 ACTS COMMUNITIES OF MARYLAND INC 521710891 10 0 0 7329190 5 0 57480432 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE A, PART IV: THIS RETURN INCLUDES ACTS MANAGEMENT SERVICES, INC. WHICH IS A 501(C)(3) ORGANIZATION ORGANIZED UNDER 509(A)(3). ACTS RETIREMENT SERVICES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, WAS THE SOLE MEMBER OF ACTS SIGNATURE COMMUNITY SERVICES, INC. THROUGH DECEMBER 30, 2022. EFFECTIVE DECEMBER 31, 2022, ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, BECAME THE SOLE MEMBER ACTS SIGNATURE COMMUNITY SERVICES, INC. ACTS SIGNATURE COMMUNITY SERVICES, INC. RECEIVED A SEPARATE IRS DETERMINATION LETTER AND IS NO LONGER A MEMBER OF THIS GROUP EXEMPTION. PART IV, SECTION A, LINE 1: ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY-OWNED SUBISDIARY ACTS ACQUISTION AND DEVELOPMENT COMPANY, LLC), IS THE SOLE MEMBER OF ACTS COMMUNITIES OF MARYLAND, INC. FORMERLY KNOWN AS INTEGRACE, INC., A MARYLAND TAX-EXEMPT ORGANIZATION; MEASE LIFE, INC., A FLORIDA TAX-EXEMPT ORGANIZATION; AND BONITA SPRINGS RETIREMENT VILLAGE, INC. DBA THE TERRACES AT BONITA SPRINGS, A FLORIDA TAX-EXEMPT ORGANIZATION. THE SOLE MEMBER HAS THE RIGHT TO ELECT THE MEMBERS OF EACH ORGANIZATION'S BOARD AND AMEND THE ARTICLES OF INCORPORATION AND BYLAWS. EFFECTIVE 11/1/2024, ACTS RETIREMENT-LIFE COMMUNITIES, INC. BECAME THE SOLE MEMBER OF BONITA SPRINGS RETIREMENT VILLAGE, INC. DBA THE TERRACES AT BONITA SPRINGS (EIN 26-2386152) WHICH WAS ADDED AS A SUPPORTED ORGANIZATION. ACTS RETIREMENT-LIFE COMMUNITIES, INC. (THROUGH ITS WHOLLY-OWNED SUBSIDIARY, ACTS ACQUISITION AND DEVELOPMENT COMPANY, LLC) IS THE SOLE MEMBER OF BONITA SPRINGS RETIREMENT VILLAGE, INC. DBA THE TERRACES AT BONITA SPRINGS. BONITA SPRINGS RETIREMENT VILLAGE, INC. DBA THE TERRACES AT BONITA SPRINGS IS PART OF A CLASS ALREADY DESIGNATED IN THE ORGANIZATION DOCUMENT. MEASE LIFE RESIDENTS FOUNDATION, INC. IS NOT CONSIDERED A SUPPORTED ORGANIZATION. MEASE LIFE, INC. WAS THE SOLE MEMBER OF THIS ORGANIZATION THROUGH 5/31/2024. PART IV, SECTION A, LINE 5A EFFECTIVE 11/1/2024, ACTS RETIREMENT-LIFE COMMUNITIES, INC. BECAME THE SOLE MEMBER OF BONITA SPRINGS RETIREMENT VILLAGE, INC. DBA THE TERRACES AT BONITA SPRINGS (EIN 26-2386152) WHICH WAS ADDED AS A SUPPORTED ORGANIZATION. ACTS RETIREMENT-LIFE COMMUNITIES, INC. (THROUGH ITS WHOLLY-OWNED SUBSIDIARY, ACTS ACQUISITION AND DEVELOPMENT COMPANY, LLC) IS THE SOLE MEMBER OF BONITA SPRINGS RETIREMENT VILLAGE, INC. DBA THE TERRACES AT BONITA SPRINGS. BONITA SPRINGS RETIREMENT VILLAGE, INC. DBA THE TERRACES AT BONITA SPRINGS IS PART OF A CLASS ALREADY DESIGNATED IN THE ORGANIZATION DOCUMENT. 750000 750000 19033004 5270113 13762891 1313198 702173 611025 15123916 DUE FROM AFFILIATED ORGANIZATION 26794464 26794464 X 1 1 X X X X 0 1 0 0 0 0 0 0 0 JEFFERSON KAIGHN EXEC VP, CAO (THRU 11/24) 399618 0 179621 0 2124509 0 13800 0 12802 0 2730350 0 1265806 0 GERALD T GRANT CEO & DIRECTOR 649885 0 223203 0 0 0 906605 0 16146 0 1795839 0 0 0 GLENN D FOX EXEC VP, GENERAL COUNSEL, SECRETARY 393206 0 106704 0 0 0 477250 0 16146 0 993306 0 0 0 KAREN I CHRISTIANSEN PRESIDENT, ASSISTANT SEC'Y, DIRECTOR 477469 0 160524 0 0 0 256560 0 20089 0 914642 0 0 0 JONATHAN D GRANT EXEC VP, COO 358668 0 99372 0 0 0 124832 0 20089 0 602961 0 0 0 JAMES H PETTY EVP, CHIEF STRATEGY OFFICER 325515 0 79610 0 0 0 124421 0 20076 0 549622 0 0 0 KENT MCRAE EXECUTIVE DIRECTOR (THRU 10/31/24) 392663 0 15129 0 0 0 13800 0 6706 0 428298 0 0 0 PAUL M REINBOLD VP, CHIEF MEDICAL DIRECTOR 325023 0 70146 0 0 0 13800 0 18589 0 427558 0 0 0 HOLLY S SCHADE SVP, CHIEF CLINICAL OFFICER 314676 0 81696 0 0 0 13800 0 11769 0 421941 0 0 0 CRAIG THOMPSON SVP, CHIEF PROPERTY & SUSTAINABILITY 316412 0 74718 0 0 0 13800 0 16146 0 421076 0 0 0 LORI M WOODWARD SVP, CHIEF MARKETING OFFICER 313580 0 79610 0 0 0 13800 0 8560 0 415550 0 0 0 JEREMY O NEELY SVP, COMMUNITY OPERATIONS OFFICER 308345 0 77864 0 0 0 13800 0 12533 0 412542 0 0 0 SUSAN AHERN SVP, CFO, TREASURER 296305 0 71478 0 0 0 13800 0 20089 0 401672 0 0 0 PETER J KRESS SVP, CIO 291441 0 72549 0 0 0 13800 0 16117 0 393907 0 0 0 DEIRDRE GROENEN SVP, CHIEF HUMAN RESOURCES OFFICER 278180 0 68669 0 0 0 13800 0 8502 0 369151 0 0 0 TERUKO A WHITE VP OF OPERATIONS, NORTHEAST 272759 0 60547 0 0 0 13621 0 16060 0 362987 0 0 0 BRIAN RUTTER SVP, CHIEF COMM. & BRAND OFFICER 316060 0 18829 0 0 0 13518 0 8560 0 356967 0 0 0 STEPHEN V EGGLES VP OF OPERATIONS, MID-SOUTH 269683 0 59935 0 0 0 13103 0 9918 0 352639 0 0 0 GEORGE R BRYAN VP OF OPERATIONS, SOUTHEAST 256951 0 58032 0 0 0 12874 0 19988 0 347845 0 0 0 MEGAN LONGLEY VP SALES 269453 0 54830 0 0 0 12734 0 8459 0 345476 0 0 0 SEAN T FLETCHER SVP, REAL ESTATE SERVICES 259230 0 48400 0 0 0 12204 0 8387 0 328221 0 0 0 PEGGY C VALDIVIA VP, FINANCIAL SVCS, ASST TREASURER 211254 0 42735 0 0 0 10175 0 12208 0 276372 0 0 0 PATRICK PICCIOCCHI VP, CULINARY & RESIDENT EXPERIENCE 210822 0 41895 0 0 0 10199 0 8286 0 271202 0 0 0 TERESA MOORE VP, RESIDENT HEALTH SERVICES 205227 0 41687 0 0 0 9677 0 8298 0 264889 0 0 0 CHRISTOPHER J HARTMAN SR VP, IT OPERATIONS 196237 0 41578 0 0 0 9673 0 12182 0 259670 0 0 0 JODIE REINHART VP, STRATEGY & BUSINESS DEVELOPMENT 190824 0 40131 0 0 0 9365 0 7725 0 248045 0 0 0 DAVID VEGA VP, OPERATIONAL ANALYSIS & COMP 197989 0 40330 0 0 0 0 0 8266 0 246585 0 0 0 MICHAEL SALITSKY VP, OPERATIONS, MID-ATLANTIC REGION 194598 0 29730 0 0 0 9195 0 12030 0 245553 0 0 0 JOYA MAROTTA EXECUTIVE DIRECTOR 185965 0 34369 0 0 0 9128 0 15505 0 244967 0 0 0 PATRICIA ALDERSON CORP. DIR. REHAB SVCS & HOME HEALTH 190483 0 26809 0 0 0 8941 0 15469 0 241702 0 0 0 BRIAN LEVESQUE EXECUTIVE DIRECTOR 191084 0 30840 0 0 0 6733 0 11894 0 240551 0 0 0 BRIAN ROUNSAVILL VP, PROCUREMENT & CONTRACT MGMT 196779 0 28696 0 0 0 8784 0 553 0 234812 0 0 0 SCOTT SUMMY CHIEF HUMAN RESOURCES, AAM 176464 0 42365 0 0 0 8792 0 6997 0 234618 0 0 0 STEPHEN LA PIERRE VP OPERATIONS, NORTHEAST(THRU 3/24) 124456 0 48880 0 0 0 4385 0 1911 0 179632 0 0 0 KENNETH J KARMERIS FMR SVP RE & DEVEL SVCS. (THRU 3/23) 137800 0 0 0 0 0 0 0 0 0 137800 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 AND 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, 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' 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 BY THE BOARD CHAIR. PART I, LINE 4B OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN, GERALD T. GRANT, GLENN D. FOX, JEFFERSON D. KAIGHN, JONATHAN D. GRANT, AND JAMES H. PETTY 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), $463,450 FOR GLENN D. FOX (NON-VESTED), $977,045 FOR JEFFERSON D. KAIGHN (VESTED), $111,032 FOR JONATHAN D. GRANT (NON-VESTED), AND $110,621 FOR JAMES H. PETTY (NON-VESTED). CHRISTOPHER J HARTMAN SR OFFICER OF ARLCM 181822 FAMILY RELATIONSHIP; CHRISTOPHER J. HARTMAN, SR., AN OFFICER OF ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC., HAS THREE FAMILY MEMBERS WHO ARE EMPLOYED BY ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC. MR. HARTMAN DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. 0 SUSAN AHERN OFFICER OF AMS 118717 FAMILY RELATIONSHIP; SUSAN AHERN, AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS TWO FAMILY MEMBERS WHO ARE EMPLOYED BY ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC. MS. AHERN DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. 0 TERUKO WHITE OFFICER OF ARLCM 47029 FAMILY RELATIONSHIP; TERUKO WHITE, AN OFFICER OF ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC., HAS ONE FAMILY MEMBER WHO IS EMPLOYED BY ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC. MS. WHITE DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. 0 KAREN CHRISTIANSEN OFFICER OF AMS 181728 FAMILY RELATIONSHIP; KAREN CHRISTIANSEN, AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS TWO FAMILY MEMBERS WHO ARE EMPLOYED BY ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC. MS. CHRISTIANSEN DOES NOT DIRECTLY SUPERVISE THESE INDIVIDUALS, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. 0 STEPHEN EGGLES OFFICER OF ARLCM 151536 FAMILY RELATIONSHIP; STEPHEN EGGLES, AN OFFICER OF ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC., HAS ONE FAMILY MEMBER WHO IS EMPLOYED BY ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC. MR. EGGLES DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. 0 PATRICK PIOCCIOCCHI OFFICER OF ARLCM 53049 FAMILY RELATIONSHIP; PATRICK PIOCCIOCCHI, AN OFFICER OF ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC., HAS ONE FAMILY MEMBER WHO IS EMPLOYED BY ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC. MR. PIOCCIOCCHI DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. 0 PEGGY VALDIVIA OFFICER OF AMS 92108 FAMILY RELATIONSHIP; PEGGY VALDIVIA, AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS ONE FAMILY MEMBER WHO IS EMPLOYED BY ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC. MS. VALDIVIA DOES NOT DIRECTLY SUPERVISE THIS INDIVIDUAL, AND THEREFORE IS NOT INVOLVED IN DETERMINING COMPENSATION AND REVIEWING PERFORMANCE. 0 FORM 990, PART III, LINE 3 ACTS RETIREMENT SERVICES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, WAS THE SOLE MEMBER OF ACTS SIGNATURE COMMUNITY SERVICES, INC. THROUGH DECEMBER 30, 2022. EFFECTIVE DECEMBER 31, 2022, ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, BECAME THE SOLE MEMBER OF ACTS SIGNATURE COMMUNITY SERVICES, INC. ACTS SIGNATURE COMMUNITY SERVICES, INC. RECEIVED A SEPARATE IRS DETERMINATION LETTER AND IS NO LONGER A MEMBER OF THIS GROUP EXEMPTION. 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 2 KAREN I. CHRISTIANSEN, AN OFFICER OF ACTS MANAGEMENT SERVICES, INC., HAS A FAMILY RELATIONSHIP WITH CHRISTOPHER J. HARTMAN, WHO IS ALSO AN OFFICER OF ACTS RETIREMENT - LIFE COMMUNITIES MANAGEMENT, LLC. FORM 990, PART VI, SECTION A, LINE 4 ACTS RETIREMENT SERVICES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, WAS THE SOLE MEMBER OF ACTS SIGNATURE COMMUNITY SERVICES, INC. THROUGH DECEMBER 30, 2022. EFFECTIVE DECEMBER 31, 2022, ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION, BECAME THE SOLE MEMBER ACTS SIGNATURE COMMUNITY SERVICES, INC. ACTS SIGNATURE COMMUNITY SERVICES, INC. RECEIVED A SEPARATE IRS DETERMINATION LETTER AND IS NO LONGER A MEMBER OF THIS GROUP EXEMPTION. 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 ACTS RETIREMENT SERVICES, INC. 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. 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), GLENN D. FOX (NON-VESTED), JEFFERSON D. KAIGHN (VESTED), JONATHAN D. GRANT (NON-VESTED), AND JAMES H. PETTY (NON-VESTED). FORM 990, PART XI, LINE 9: ACTS SIGNATURE COMMUNITY SERVICES INC. SEPERATE 990 IN 2024 8,648,848. PART XII, FINANCIAL STATEMENTS AND REPORTING: THE ORGANIZATION'S ANNUAL FINANCIAL STATEMENTS ARE AUDITED ON A CONSOLIDATED BASIS AND 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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