ACTS RETIREMENT SERVICES INC GRP EXEMP Charity Report

Public IRS 990 nonprofit record

ACTS RETIREMENT SERVICES INC GRP EXEMP

EIN 90-0626767 · Senior Citizens Housing & Retirement Communities (L22)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.10 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 leaders39 people are listed in the latest report.

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

Money made simple

77.64%of revenue went to mission work77.1% of expenses · Program services

1.60%of revenue went to fundraising1.6% of expenses

$100.64spent for every $100 of revenueSpending was higher than revenue this year.

21.41%of revenue went to management and office costs21.3% of expenses

$0.95in assets for every $1 spent this yearSome assets cannot be spent right away.

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.

Worth asking: Expenses exceeded revenue by $397,497 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $2,730,350 for JEFFERSON KAIGHN (EXEC VP, CAO (THRU 11/24)). 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$61,757,809

Mission workProgram services$47,947,95877.64% of revenue77.1% of expenses

ManagementOffice and general costs$13,220,96521.41% of revenue21.3% of expenses

FundraisingAsking for donations$986,3831.60% of revenue1.6% of expenses

Total expenses$62,155,306100.64% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

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: 77.1% mission · 21.3% management · 1.6% fundraisingTotal expenses: 100.64% of revenue

2023Expense mix: 81.7% mission · 17.1% management · 1.2% fundraisingTotal expenses: 105.38% of revenue

2022Expense mix: 77.0% mission · 21.8% management · 1.1% fundraisingTotal expenses: 102.32% of revenue

2021Expense mix: 82.0% mission · 16.7% management · 1.3% fundraisingTotal expenses: 98.29% of revenue

2020Expense mix: 80.1% mission · 18.1% management · 1.7% fundraisingTotal expenses: 107.14% of revenue

2019Expense mix: 78.5% mission · 19.7% management · 1.8% fundraisingTotal expenses: 93.88% of revenue

2018Expense mix: 78.5% mission · 19.6% management · 1.9% fundraisingTotal expenses: 99.91% of revenue

2016Expense mix: 76.4% mission · 21.0% management · 2.6% fundraisingTotal expenses: 92.03% of revenue

Money in and money out

Revenue$61,757,809

Expenses$62,155,306

Annual shortfall $397,497 Expenses were higher than revenue 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)$47,947,958 · 77.1% of expenses

Management and office costs$13,220,965 · 21.3% of expenses

Fundraising$986,383 · 1.6% of expenses

See all reported dollar amounts

Revenue$61,757,809

Expenses$62,155,306

Assets$58,880,792

Income$70,834,059

Mission work (program services)$47,947,958

Fundraising$986,383

Grants given$150,000

Average grant$150,000

Management and general$13,220,965

Executive compensation (total)$9,773,876

Stocks and bonds$8,451,569

Accounting fees$46,045

Investing fees$122,534

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

JEFFERSON KAIGHNEXEC VP, CAO (THRU 11/24) · 15 hrs/week $2,730,350Base $2,703,748 · Other $26,602

GERALD T GRANTCEO & DIRECTOR · 10 hrs/week $1,795,839Base $873,088 · Other $922,751

GLENN D FOXEXEC VP, GENERAL COUNSEL, SECRETARY · 10 hrs/week $993,306Base $499,910 · Other $493,396

KAREN I CHRISTIANSENPRESIDENT, ASSISTANT SECY, DIRECTOR · 10 hrs/week $914,642Base $637,993 · Other $276,649

JONATHAN D GRANTEXEC VP, COO · 15 hrs/week $602,961Base $458,040 · Other $144,921

JAMES H PETTYEVP, CHIEF STRATEGY OFFICER · 15 hrs/week $549,622Base $405,125 · Other $144,497

KENT MCRAEEXECUTIVE DIRECTOR (THRU 10/31/24) · 5 hrs/week $428,298Base $407,792 · Other $20,506

PAUL M REINBOLDVP, CHIEF MEDICAL DIRECTOR · 15 hrs/week $427,558Base $395,169 · Other $32,389

HOLLY S SCHADESVP, CHIEF CLINICAL OFFICER · 25 hrs/week $421,941Base $396,372 · Other $25,569

CRAIG THOMPSONSVP, CHIEF PROPERTY & SUSTAINABILITY OFFICER · 15 hrs/week $421,076Base $391,130 · Other $29,946

LORI M WOODWARDSVP, CHIEF MARKETING OFFICER · 20 hrs/week $415,550Base $393,190 · Other $22,360

JEREMY O NEELYSVP, COMMUNITY OPERATIONS OFFICER · 15 hrs/week $412,542Base $386,209 · Other $26,333

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 (39)

JEFFERSON KAIGHNEXEC VP, CAO (THRU 11/24)

GERALD T GRANTCEO & DIRECTOR

GLENN D FOXEXEC VP, GENERAL COUNSEL, SECRETARY

KAREN I CHRISTIANSENPRESIDENT, ASSISTANT SECY, DIRECTOR

JONATHAN D GRANTEXEC VP, COO

JAMES H PETTYEVP, CHIEF STRATEGY OFFICER

KENT MCRAEEXECUTIVE DIRECTOR (THRU 10/31/24)

PAUL M REINBOLDVP, CHIEF MEDICAL DIRECTOR

HOLLY S SCHADESVP, CHIEF CLINICAL OFFICER

CRAIG THOMPSONSVP, CHIEF PROPERTY & SUSTAINABILITY OFFICER

LORI M WOODWARDSVP, CHIEF MARKETING OFFICER

JEREMY O NEELYSVP, COMMUNITY OPERATIONS OFFICER

SUSAN AHERNSVP, CFO, TREASURER

PETER J KRESSSVP, CIO

DEIRDRE GROENENSVP, CHIEF HUMAN RESOURCES OFFICER

TERUKO A WHITEVP OF OPERATIONS, NORTHEAST

BRIAN RUTTERSVP, CHIEF COMM. & BRAND OFFICER

STEPHEN V EGGLESVP OF OPERATIONS, MID-SOUTH

GEORGE R BRYANVP OF OPERATIONS, SOUTHEAST

MEGAN LONGLEYVP SALES

SEAN T FLETCHERSVP, REAL ESTATE SERVICES

PEGGY C VALDIVIAVP, FINANCIAL SVCS, ASST TREASURER

PATRICK PICCIOCCHIVP, CULINARY & RESIDENT EXPERIENCE

TERESA MOOREVP, RESIDENT HEALTH SERVICES

CHRISTOPHER J HARTMAN SRVP, IT OPERATIONS

JODIE REINHARTVP, STRATEGY & BUSINESS DEVELOPMENT

DAVID VEGAVP, OPERATIONAL ANALYSIS & COMP

MICHAEL SALITSKYVP, OPERATIONS, MID-ATLANTIC REGION

JOYA MAROTTAEXECUTIVE DIRECTOR

PATRICIA ALDERSONCORP. DIR. REHAB SVCS & HOME HEALTH

BRIAN LEVESQUEEXECUTIVE DIRECTOR

BRIAN ROUNSAVILLVP, PROCUREMENT & CONTRACT MGMT

SCOTT SUMMYCHIEF HUMAN RESOURCES, AAM

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

KENNETH J KARMERISFMR SVP RE & DEVEL SVCS. (THRU 3/23)

PATRICK M PLUMADOREVP,HOSPITALITY & RESTAUR(THRU 2/24)

JOHN L ESTERHAI JR MDDIRECTOR, CHAIRMAN

DANIEL W LAWSON IIDIRECTOR

WARREN CALLAWAYDIRECTOR

About this charity

Recognized since: January 2009
Location: 420 DELAWARE DRIVE, FORT WASHINGTON, PA 190342711
County: Montgomery
In care of: SUSAN AHERN
Primary officer: SUSAN AHERN, 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: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities
Grant-giving organization: Yes