ACTS RETIREMENT-LIFE COMMUNITIES INC Charity Report

Public IRS 990 nonprofit record

ACTS RETIREMENT-LIFE COMMUNITIES INC

EIN 23-1900132 · Human Services (P750)

What they do

ACTS 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders51 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

83.72%of revenue went to mission work85.1% of expenses · Program services

0.01%of revenue went to fundraising0.0% of expenses

$98.44spent for every $100 of revenueRevenue covered expenses this year.

14.71%of revenue went to management and office costs14.9% of expenses

$3.51in assets for every $1 spent this yearSome assets cannot be spent right away.

0.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $922,751 for GERALD T GRANT (CEO & DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$619,296,438

Mission workProgram services$518,501,49183.72% of revenue85.1% of expenses

ManagementOffice and general costs$91,103,61514.71% of revenue14.9% of expenses

FundraisingAsking for donations$36,2080.01% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$9,655,1241.56% of revenueShown in gray on the chart

Total expenses$609,641,31498.44% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.1% mission · 14.9% management · 0.0% fundraisingTotal expenses: 98.44% of revenue

2023Expense mix: 85.3% mission · 14.7% management · 0.0% fundraisingTotal expenses: 97.90% of revenue

2022Expense mix: 84.9% mission · 15.1% management · 0.0% fundraisingTotal expenses: 101.72% of revenue

2021Expense mix: 85.1% mission · 14.9% management · 0.0% fundraisingTotal expenses: 99.31% of revenue

2020Expense mix: 84.8% mission · 15.2% management · 0.0% fundraisingTotal expenses: 97.89% of revenue

2019Expense mix: 84.2% mission · 15.8% management · 0.0% fundraisingTotal expenses: 97.59% of revenue

2018Expense mix: 84.0% mission · 16.0% management · 0.0% fundraisingTotal expenses: 96.89% of revenue

2016Expense mix: 84.9% mission · 15.1% management · 0.0% fundraisingTotal expenses: 98.72% of revenue

Money in and money out

Revenue$619,296,438

Expenses$609,641,314

Annual surplus $9,655,124 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$518,501,491 · 85.1% of expenses

Management and office costs$91,103,615 · 14.9% of expenses

Fundraising$36,208 · 0.0% of expenses

See all reported dollar amounts

Revenue$619,296,438

Expenses$609,641,314

Assets$2,141,298,267

Income$711,754,836

Contributions$3,842,892

Mission work (program services)$518,501,491

Fundraising$36,208

Grants given$129,068

Average grant$14,341

Management and general$91,103,615

Stocks and bonds$345,918,099

Accounting fees$669,589

Investing fees$1,043,762

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

GERALD T GRANTCEO & DIRECTOR · 32 hrs/week $922,751Base · Other $922,751

GLENN D FOXEXEC VP, GENERAL COUNSEL, ASST. SECY · 28 hrs/week $493,396Base · Other $493,396

KAREN I CHRISTIANSENPRESIDENT, ASST TREASURER, DIRECTOR · 32 hrs/week $276,649Base · Other $276,649

JONATHAN D GRANTEXEC VP, COO · 31 hrs/week $144,921Base · Other $144,921

JAMES H PETTYEVP, CHIEF STRATEGY OFFICER · 30 hrs/week $144,497Base · Other $144,497

SUSAN AHERNSVP, CFO, TREASURER (AADC) · 38 hrs/week $33,889Base · Other $33,889

GEORGE R BRYANVP OF OPERATIONS, SOUTHEAST · 30 hrs/week $32,862Base · Other $32,862

PAUL M REINBOLDVP, CHIEF MEDICAL DIRECTOR · 30 hrs/week $32,389Base · Other $32,389

CRAIG THOMPSONSVP, CHIEF PROPERTY & SUSTAINABILITY OFFICER · 30 hrs/week $29,946Base · Other $29,946

PETER J KRESSSVP, CIO · 30 hrs/week $29,917Base · Other $29,917

TERUKO A WHITEVP OF OPERATIONS, NORTHEAST · 30 hrs/week $29,681Base · Other $29,681

JEFFERSON KAIGHNEXEC VP, CAO (THRU 11/24) · 30 hrs/week $26,602Base · Other $26,602

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (51)

GERALD T GRANTCEO & DIRECTOR

GLENN D FOXEXEC VP, GENERAL COUNSEL, ASST. SECY

KAREN I CHRISTIANSENPRESIDENT, ASST TREASURER, DIRECTOR

JONATHAN D GRANTEXEC VP, COO

JAMES H PETTYEVP, CHIEF STRATEGY OFFICER

SUSAN AHERNSVP, CFO, TREASURER (AADC)

GEORGE R BRYANVP OF OPERATIONS, SOUTHEAST

PAUL M REINBOLDVP, CHIEF MEDICAL DIRECTOR

CRAIG THOMPSONSVP, CHIEF PROPERTY & SUSTAINABILITY OFFICER

PETER J KRESSSVP, CIO

TERUKO A WHITEVP OF OPERATIONS, NORTHEAST

JEFFERSON KAIGHNEXEC VP, CAO (THRU 11/24)

JEREMY O NEELYSVP, COMMUNITY OPERATIONS OFFICER

HOLLY S SCHADESVP, CHIEF CLINICAL OFFICER

JOYA MAROTTAEXECUTIVE DIRECTOR

PATRICIA ALDERSONCORP. DIR. REHAB SVCS & HOME HEALTH

STEPHEN V EGGLESVP OF OPERATIONS, MID-SOUTH

PEGGY C VALDIVIAVP, FINANCIAL SVCS, ASST TREAS (AADC)

LORI M WOODWARDSVP, CHIEF MARKETING OFFICER

DEIRDRE GROENENSVP, CHIEF HUMAN RESOURCES OFFICER

BRIAN RUTTERSVP, CHIEF COMM. & BRAND OFFICER

CHRISTOPHER J HARTMANVP, IT OPERATIONS

MICHAEL SALITSKYVP, OPERATIONS, MID-ATLANTIC REGION

MEGAN LONGLEYVP SALES

SEAN T FLETCHERSVP, REAL ESTATE SERVICES

KENT MCRAEEXECUTIVE DIRECTOR (THRU 10/24)

BRIAN LEVESQUEEXECUTIVE DIRECTOR

PATRICK PICCIOCCHIVP, CULINARY & RESIDENT EXPERIENCE

TERESA MOOREVP, RESIDENT HEALTH SERVICES

JODIE REINHARTVP, STRATEGY & BUSINESS DEVELOPMENT

CATHERINE LECLERCEXECUTIVE DIRECTOR

BRIAN ROUNSAVILLVP, PROCUREMENT & CONTRACT MGMT

DAVID VEGAVP, OPERATIONAL ANALYSIS & COMP

STEPHEN LA PIERREVP OPERATIONS, NORTHEAST (THRU 3/24)

PATRICK M PLUMADOREVP, HOSPITALITY & RESTAUR(THRU 02/24)

JAMES T GLYNNDIRECTOR

WARREN E CALLAWAYDIRECTOR

DANIEL R MIDDLEBROOKSDIRECTOR

DANIEL W LAWSON IIDIRECTOR

SUSAN B ALLMONDDIRECTOR

ELRIC C GERNERDIRECTOR & SECRETARY

H BRUCE DETWEILERDIRECTOR

ROBERT B EVANSDIRECTOR

MARVIN MASHNERDIRECTOR & TREASURER

JASON J GREERDIRECTOR

JILL GILBERTDIRECTOR (THRU 8/30/24)

JOHN E LAMMERS MDDIRECTOR

JOHN L ESTERHAI JR MDDIRECTOR & CHAIRMAN

MICHAEL D KELLYDIRECTOR & VICE CHAIRMAN

KATHRYN L BRODDIRECTOR

KENNETH J KARMERISFORMER REAL ESTATE & DEV. CONS.

About this charity

Recognized since: January 1972
Location: 420 DELAWARE DRIVE, FORT WASHINGTON, PA 190342711
County: Montgomery
In care of: SUSAN AHERN
Primary officer: SUSAN AHERN, ASSISTANT TREASURER

How to reach them

WebsiteVisit the charity’s website Emailactsinfo@actslife.org Phone(215) 661-8330

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Human Services (P750)
IRS tax category: Continuing Care Retirement Communities
Grant-giving organization: Yes