Nonprofit · EIN 90-0626767
ACTS RETIREMENT SERVICES INC
Also known as GRP EXEMPTION
Tax-exempt · FT WASHINGTON, PA 19034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $61,757,809 | $62,155,306 | -$397,497 | $58,880,792 | $41,269,798 | $17,610,994 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $61,586,947
- Investment income
- $152,231
- Net rental income
- $18,472
- Net gain from sales of assets
- -$93,464
- Other revenue
- $18,631
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $16,518,964
- Other salaries and wages
- $29,414,148
- Salaries, compensation and benefits (total)
- $55,209,870
- Professional fundraising fees
- $5,295
- Legal fees
- $40,849
- Accounting fees
- $46,045
- Occupancy
- $723,146
- Travel
- $2,418,920
- Depreciation
- $1,262,234
- Program services (functional)
- $47,947,958
- Management and general (functional)
- $13,220,965
- Fundraising (functional)
- $986,383
Balance sheet and other
- Total assets, start of year
- $52,533,325
- Total assets, end of year
- $58,880,792
- Total liabilities, end of year
- $41,269,798
- Net assets, end of year
- $17,610,994
- Land, buildings and equipment
- $15,123,916
- Publicly traded securities
- $8,451,569
- Net assets without donor restrictions
- $17,610,994
- Gross receipts
- $70,834,059
- Employees
- 380
- Volunteers
- 3
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFERSON KAIGHN | EXEC VP, CAO (THRU 11/24) Officer | 15 | $2,703,748 | $26,602 |
| GERALD T GRANT | CEO & DIRECTOR Trustee or director, Officer | 10 | $873,088 | $922,751 |
| GLENN D FOX | EXEC VP, GENERAL COUNSEL, SECRETARY Officer | 10 | $499,910 | $493,396 |
| KAREN I CHRISTIANSEN | PRESIDENT, ASSISTANT SEC'Y, DIRECTOR Trustee or director, Officer | 10 | $637,993 | $276,649 |
| JONATHAN D GRANT | EXEC VP, COO Officer | 15 | $458,040 | $144,921 |
| JAMES H PETTY | EVP, CHIEF STRATEGY OFFICER Officer | 15 | $405,125 | $144,497 |
| KENT MCRAE | EXECUTIVE DIRECTOR (THRU 10/31/24) Highest-paid employee | 5 | $407,792 | $20,506 |
| PAUL M REINBOLD | VP, CHIEF MEDICAL DIRECTOR Officer | 15 | $395,169 | $32,389 |
| HOLLY S SCHADE | SVP, CHIEF CLINICAL OFFICER Officer | 25 | $396,372 | $25,569 |
| CRAIG THOMPSON | SVP, CHIEF PROPERTY & SUSTAINABILITY OFFICER Officer | 15 | $391,130 | $29,946 |
| LORI M WOODWARD | SVP, CHIEF MARKETING OFFICER Officer | 20 | $393,190 | $22,360 |
| JEREMY O NEELY | SVP, COMMUNITY OPERATIONS OFFICER Officer | 15 | $386,209 | $26,333 |
| SUSAN AHERN | SVP, CFO, TREASURER Officer | 12 | $367,783 | $33,889 |
| PETER J KRESS | SVP, CIO Officer | 15 | $363,990 | $29,917 |
| DEIRDRE GROENEN | SVP, CHIEF HUMAN RESOURCES OFFICER Officer | 15 | $346,849 | $22,302 |
24 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERUKO A WHITE | VP OF OPERATIONS, NORTHEAST Officer | 15 | $333,306 | $29,681 |
| BRIAN RUTTER | SVP, CHIEF COMM. & BRAND OFFICER Officer | 15 | $334,889 | $22,078 |
| STEPHEN V EGGLES | VP OF OPERATIONS, MID-SOUTH Officer | 15 | $329,618 | $23,021 |
| GEORGE R BRYAN | VP OF OPERATIONS, SOUTHEAST Officer | 15 | $314,983 | $32,862 |
| MEGAN LONGLEY | VP SALES Officer | 15 | $324,283 | $21,193 |
| SEAN T FLETCHER | SVP, REAL ESTATE SERVICES Officer | 15 | $307,630 | $20,591 |
| PEGGY C VALDIVIA | VP, FINANCIAL SVCS, ASST TREASURER Officer | 15.5 | $253,989 | $22,383 |
| PATRICK PICCIOCCHI | VP, CULINARY & RESIDENT EXPERIENCE Officer | 15 | $252,717 | $18,485 |
| TERESA MOORE | VP, RESIDENT HEALTH SERVICES Officer | 15 | $246,914 | $17,975 |
| CHRISTOPHER J HARTMAN SR | VP, IT OPERATIONS Officer | 15 | $237,815 | $21,855 |
| JODIE REINHART | VP, STRATEGY & BUSINESS DEVELOPMENT Officer | 15 | $230,955 | $17,090 |
| DAVID VEGA | VP, OPERATIONAL ANALYSIS & COMP Officer | 15 | $238,319 | $8,266 |
| MICHAEL SALITSKY | VP, OPERATIONS, MID-ATLANTIC REGION Officer | 15 | $224,328 | $21,225 |
| JOYA MAROTTA | EXECUTIVE DIRECTOR Highest-paid employee | 5 | $220,334 | $24,633 |
| PATRICIA ALDERSON | CORP. DIR. REHAB SVCS & HOME HEALTH Highest-paid employee | 5 | $217,292 | $24,410 |
| BRIAN LEVESQUE | EXECUTIVE DIRECTOR Highest-paid employee | 5 | $221,924 | $18,627 |
| BRIAN ROUNSAVILL | VP, PROCUREMENT & CONTRACT MGMT Officer | 15 | $225,475 | $9,337 |
| SCOTT SUMMY | CHIEF HUMAN RESOURCES, AAM Highest-paid employee | 45 | $218,829 | $15,789 |
| STEPHEN LA PIERRE | VP OPERATIONS, NORTHEAST(THRU 3/24) Officer | 15 | $173,336 | $6,296 |
| KENNETH J KARMERIS | FMR SVP RE & DEVEL SVCS. (THRU 3/23) Former | 20 | $137,800 | $0 |
| PATRICK M PLUMADORE | VP,HOSPITALITY & RESTAUR(THRU 2/24) Officer | 15 | $76,531 | $1,727 |
| JOHN L ESTERHAI JR MD | DIRECTOR, CHAIRMAN Trustee or director, Officer | 0.4 | $0 | $0 |
| WARREN CALLAWAY | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| DANIEL W LAWSON II | DIRECTOR Trustee or director | 0.6 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 420 DELAWARE DR, FT WASHINGTON, PA 19034-2711
- Principal officer (990 for 2024)
- GERALD T GRANT, 420 DELAWARE DRIVE, FORT WASHINGTON, PA 190342711
- Signed the 990
- SUSAN AHERN, TREASURER
- Phone
- (215) 661-8330
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
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.
Program accomplishments
- ACTS MANAGEMENT SERVICES, INC. (AMS) PROVIDES CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES FOR ALL OF THE ACTS ENTITIES.Expenses $47,947,958 · revenue $61,595,329
What it must file and when
IRS records say it files Group return. Included in a group return filed by its parent. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 90-0626767
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Group return
- Group exemption
- 5614: ACTS RETIREMENT SERVICES INC
- Assets (IRS master file)
- $58,880,792
- Income (IRS master file)
- $70,834,059
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $75,385,115 | $79,437,193 | $52,533,325 | IRS |
| 990 | December 2022 | $69,569,642 | $71,182,375 | $52,920,011 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about ACTS RETIREMENT SERVICES INC
- What is the EIN of ACTS RETIREMENT SERVICES INC?
- The employer identification number (EIN) of ACTS RETIREMENT SERVICES INC is 90-0626767.
- Is ACTS RETIREMENT SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Which annual return does ACTS RETIREMENT SERVICES INC file?
- Form Group return. Included in a group return filed by its parent.
- When is the next return of ACTS RETIREMENT SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ACTS RETIREMENT SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ACTS RETIREMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 names GERALD T GRANT.
- Who are the officers and directors of ACTS RETIREMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 39 people; 36 received compensation from the organization, the highest $2,703,748 (JEFFERSON KAIGHN, EXEC VP, CAO (THRU 11/24)).
- How much revenue does ACTS RETIREMENT SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $61,757,809, expenses of $62,155,306 and total assets of $58,880,792 at year end.
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