| 2024 | Acts Retirement Services Inc Grp Exemp | 990 | CEO & Director | 10 | $873,088 | $0 | View return |
| 2024 | Duke Health Integrated Practice Inc. | 990 | Physician | 10.5 | $480,115 | $1,329,331 | View return |
| 2024 | Duke University Affiliated Physicians Inc | 990 | Physician | 7.6 | $345,938 | $1,463,508 | View return |
| 2024 | Acts Communities of Maryland Inc Fka Integrace Inc | 990 | CEO & Chairman | 2 | $0 | $873,088 | View return |
| 2024 | Acts Legacy Foundation Inc Formerly Known as Pumh Foundation Inc | 990 | CEO & Director | 1.5 | $0 | $873,088 | View return |
| 2024 | Acts Signature Community Services Inc | 990 | CEO | 1 | $0 | $873,088 | View return |
| 2024 | Bonita Springs Retirement Village Inc. | 990 | CEO/Chairman/Director (Eff. 11/1/24) | 1 | $0 | $873,088 | View return |
| 2024 | Mease Life Inc F/K/A Mease Manor Inc | 990 | CEO & Vice Chairman | 1 | $0 | $873,088 | View return |
| 2024 | Acts Retirement-Life Communities Inc. | 990 | CEO & Director | 32 | $0 | $873,088 | View return |
| 2024 | Acts Retirement Services Inc. | 990 | CEO & Director | 1 | $0 | $873,088 | View return |
| 2024 | Burman University Foundation | 990EZ | Director | 1 | $0 | $0 | View return |
| 2024 | Foundation for Advanced Digital Technology in Head and Neck Recons (Adt) | 990EZ | Director | 1 | $0 | $0 | View return |
| 2024 | Willow Valley Communities | 990 | Vice Chair (Until 10/24) | 5 | $0 | $0 | View return |
| 2024 | Teen Cancer America Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2024 | American Board of Prosthodontics | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Mease Manor Residents Foundation Inc | 990EZ | CEO & Vice Chairman | 0.5 | $0 | $0 | View return |
| 2024 | CIC Learning Center Inc. | 990EZ | Chairman | 5 | $0 | $0 | View return |
| 2024 | Teen Cancer America Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | Duke University | 990 | Chair Of Neurosurgery Department | 40 | $1,766,482 | $0 | View return |
| 2023 | Burman University Foundation | 990EZ | Director | 1 | $0 | $0 | View return |
| 2023 | Willow Valley Communities | 990 | Vice Chair | 5 | $0 | $0 | View return |
| 2023 | Presbyterian Retirement Corporation Inc | 990 | CEO & Chairman | 1 | $0 | $0 | View return |
| 2023 | Teen Cancer America Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2023 | American Board of Prosthodontics | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Foundation for Advanced Digital Technology in Head and Neck Recons (Adt) | 990EZ | Director | 1 | $0 | $0 | View return |
| 2023 | CIC Learning Center Inc. | 990EZ | Chairman | 5 | $0 | $0 | View return |
| 2022 | Acts Retirement Services Inc Grp Exemp | 990 | CEO & Chairman (Ascs) | 17 | $818,586 | $0 | View return |
| 2022 | Acts Legacy Foundation Inc Formerly Known as Pumh Foundation Inc | 990 | Director & CEO | 2 | $0 | $818,586 | View return |
| 2022 | Acts Retirement-Life Communities Inc. | 990 | CEO | 31 | $0 | $818,586 | View return |
| 2022 | Acts Retirement Services Inc. | 990 | Director & CEO | 1 | $0 | $818,586 | View return |
| 2022 | Presbyterian Retirement Corporation Inc | 990 | CEO & Chairman | 1 | $0 | $818,586 | View return |
| 2022 | Acts Communities of Maryland Inc Fka Integrace Inc | 990 | Chairman & CEO | 1 | $0 | $818,586 | View return |
| 2022 | The Evergreens | 990 | CEO & Vice Chairman | 1 | $0 | $818,586 | View return |
| 2022 | Copper Ridge Inc | 990 | CEO & Chairman | 0.1 | $0 | $818,586 | View return |
| 2022 | Heron Point of Chestertown Inc | 990 | CEO & Vice Chairman | 1 | $0 | $818,586 | View return |
| 2022 | Teen Cancer America Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2022 | Foundation for Advanced Digital Technology in Head and Neck Recons (Adt) | 990EZ | Director | 1 | $0 | $0 | View return |
| 2022 | Burman University Foundation | 990EZ | Director | 1 | $0 | $0 | View return |
| 2022 | Willow Valley Communities | 990 | Vice Chair | 5 | $0 | $0 | View return |
| 2022 | CIC Learning Center Inc. | 990EZ | Chairman | 5 | $0 | $0 | View return |
| 2021 | Acts Retirement Services Inc Grp Exemp | 990 | CEO & Chairman (Ascs) | 16 | $772,070 | $0 | View return |
| 2021 | Acts Retirement Services Inc. | 990 | Director & CEO | 1 | $0 | $772,070 | View return |
| 2021 | The Evergreens | 990 | CEO & Vice Chairman | 1 | $0 | $772,070 | View return |
| 2021 | Heron Point of Chestertown Inc | 990 | CEO & Vice Chairman | 1 | $0 | $772,070 | View return |
| 2021 | Acts Retirement-Life Communities Inc. | 990 | CEO | 30 | $0 | $772,070 | View return |
| 2021 | Acts Communities of Maryland Inc Fka Integrace Inc | 990 | Chairman & CEO | 1 | $0 | $772,070 | View return |
| 2021 | Copper Ridge Inc | 990 | CEO & Chairman | 0.1 | $0 | $772,070 | View return |
| 2021 | Presbyterian Retirement Corporation Inc | 990 | CEO & Chairman | 1 | $0 | $772,070 | View return |
| 2021 | Acts Legacy Foundation Inc Formerly Known as Pumh Foundation Inc | 990 | Director & CEO | 2 | $0 | $772,067 | View return |
| 2021 | CIC Learning Center Inc. | 990EZ | Chairman | 5 | $0 | $0 | View return |
| 2021 | Teen Cancer America Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2021 | Foundation for Advanced Digital Technology in Head and Neck Recons (Adt) | 990EZ | Director | 1 | $0 | $0 | View return |
| 2020 | Acts Retirement Services Inc Grp Exemp | 990 | CEO & Chairman (Ascs) | 16 | $732,307 | $0 | View return |
| 2020 | Buckingham'S Choice Inc | 990 | Chairman & Director | 0.5 | $0 | $732,307 | View return |
| 2020 | The Evergreens | 990 | CEO & Chairman | 0.25 | $0 | $732,307 | View return |
| 2020 | Acts Legacy Foundation Inc Formerly Known as Pumh Foundation Inc | 990 | CEO | 2 | $0 | $732,307 | View return |
| 2020 | Acts Communities of Maryland Inc Fka Integrace Inc | 990 | Chairman & CEO | 1 | $0 | $732,307 | View return |
| 2020 | Ema Health Services Inc | 990 | Chairman & Director | 0.5 | $0 | $732,307 | View return |
| 2020 | Acts Retirement-Life Communities Inc. | 990 | CEO | 30 | $0 | $732,307 | View return |
| 2020 | Heron Point of Chestertown Inc | 990 | CEO & Vice Chairman | 0.25 | $0 | $732,307 | View return |
| 2020 | Copper Ridge Inc | 990 | CEO & Chairman | 0.25 | $0 | $732,307 | View return |
| 2020 | Bayleigh Chase Inc | 990 | Chairman & Director | 0.5 | $0 | $732,307 | View return |
| 2020 | Presbyterian Retirement Corporation Inc | 990 | CEO & Chairman | 0.25 | $0 | $732,307 | View return |
| 2020 | Fairhaven Inc | 990 | Chairman & Director | 0.5 | $0 | $732,307 | View return |
| 2020 | Acts Retirement Services Inc. | 990 | CEO | 1 | $0 | $732,307 | View return |
| 2020 | Foundation for Advanced Digital Technology in Head and Neck Recons (Adt) | 990EZ | Director | 1 | $0 | $0 | View return |
| 2020 | CIC Learning Center Inc. | 990EZ | Chairman | 5 | $0 | $0 | View return |
| 2020 | Teen Cancer America Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2019 | Acts Retirement Services Inc Grp Exemp | 990 | President, CEO & Chairman | 16 | $622,912 | $0 | View return |
| 2019 | The Copper Ridge Institute Inc | 990 | Chairman, President & CEO | 0.5 | $0 | $622,912 | View return |
| 2019 | Fairhaven Inc | 990 | Chairman, President & CEO | 0.5 | $0 | $622,912 | View return |
| 2019 | Acts Legacy Foundation Inc Formerly Known as Pumh Foundation Inc | 990 | President & CEO | 2 | $0 | $622,912 | View return |
| 2019 | Acts Retirement-Life Communities Inc. | 990 | President/CEO | 30 | $0 | $622,912 | View return |
| 2019 | Heron Point of Chestertown Inc | 990 | President, CEO & Chairman | 0.25 | $0 | $622,912 | View return |
| 2019 | The Evergreens | 990 | Chairman, President & CEO | 0.25 | $0 | $622,912 | View return |
| 2019 | Bayleigh Chase Inc | 990 | Chairman, President & CEO | 0.5 | $0 | $622,912 | View return |
| 2019 | Presbyterian Retirement Corporation Inc | 990 | President, CEO & Chairman | 0.25 | $0 | $622,912 | View return |
| 2019 | Acts Communities of Maryland Inc Fka Integrace Inc | 990 | Chairman, President & CEO | 0.25 | $0 | $622,912 | View return |
| 2019 | Copper Ridge Inc | 990 | Chairman, President & CEO | 0.5 | $0 | $622,912 | View return |
| 2019 | Buckingham'S Choice Inc | 990 | Chairman, President & CEO | 0.5 | $0 | $622,912 | View return |
| 2019 | Acts Retirement Services Inc. | 990 | President & CEO | 1 | $0 | $622,912 | View return |
| 2019 | Ema Health Services Inc | 990 | Chairman, President & CEO | 0.5 | $0 | $622,912 | View return |
| 2019 | CIC Learning Center Inc. | 990EZ | Chairman | 5 | $0 | $0 | View return |
| 2019 | Foundation for Advanced Digital Technology in Head and Neck Recons (Adt) | 990EZ | Director | 1 | $0 | $0 | View return |
| 2018 | Acts Retirement Services Inc Grp Exemp | 990 | President, CEO & Chairman | 11 | $616,554 | $0 | View return |
| 2018 | Acts Retirement-Life Communities Inc. | 990 | President & CEO | 30 | $0 | $616,554 | View return |
| 2018 | The Evergreens | 990 | Chairman, President & CEO | 2 | $0 | $616,554 | View return |
| 2018 | Presbyterian Retirement Corporation Inc | 990 | President, CEO & Chairman | 4 | $0 | $616,554 | View return |
| 2018 | Acts Retirement Services Inc. | 990 | President & CEO | 1 | $0 | $616,554 | View return |
| 2018 | Park Pointe Village Inc | 990 | Chairman | 2 | $0 | $616,554 | View return |
| 2018 | Heron Point of Chestertown Inc | 990 | Chairman | 2 | $0 | $616,554 | View return |
| 2018 | Acts Legacy Foundation Inc Formerly Known as Pumh Foundation Inc | 990 | President & CEO | 2 | $0 | $616,554 | View return |
| 2018 | CIC Learning Center Inc. | 990EZ | Chairman | 5 | $0 | $0 | View return |
| 2018 | The Everglades Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Foundation for Advanced Digital Technology in Head and Neck Recons (Adt) | 990EZ | President & CEO | 2 | $0 | - | View return |
| 2018 | Family Services of Montgomery County Pa | 990 | Member | 5 | $0 | $0 | View return |
| 2017 | The Everglades Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Family Services of Montgomery County Pa | 990 | Member | 5 | $0 | $0 | View return |
| 2017 | Congress of Neurological Surgeons Inc. University of Michigan | 990 | Vice President - Past | 1 | $0 | $0 | View return |
| 2017 | Greater Miami Chamber of Commerce Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Acts Retirement Services Inc Grp Exemp | 990 | President & COO | 16 | $480,349 | $0 | View return |
| 2016 | Acts Retirement-Life Communities Inc. | 990 | Asst Secretary; President | 32 | $0 | $480,349 | View return |
| 2016 | Acts Retirement Services Inc. | 990 | President, Secretary & COO | 1 | $0 | $480,349 | View return |
| 2016 | Acts Legacy Foundation Inc Formerly Known as Pumh Foundation Inc | 990 | Assistant Treasurer | 2 | $0 | $480,349 | View return |
| 2016 | Park Pointe Village Inc | 990 | Secretary | 2 | $0 | $480,349 | View return |
| 2016 | Presbyterian Retirement Corporation Inc | 990 | President, CEO & Chairman | 10 | $0 | $480,349 | View return |
| 2016 | CIC Learning Center Inc. | 990EZ | Chairman | 5 | $0 | - | View return |
| 2016 | Congress of Neurological Surgeons Inc. University of Michigan | 990 | Vice-President - New | 1 | $0 | $0 | View return |
| 2016 | Greater Miami Chamber of Commerce Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Acts Retirement Services Inc Grp Exemp | 990 | President & COO | 17 | $471,794 | $0 | View return |
| 2015 | Heron Point of Chestertown Inc | 990 | Assistant Secretary | 2 | $0 | $471,794 | View return |
| 2015 | Acts Retirement-Life Communities Inc. | 990 | Asst Secretary; President & COO | 32 | $0 | $471,794 | View return |
| 2015 | Acts Retirement Services Inc. | 990 | President, Secretary & COO | 1 | $0 | $471,794 | View return |
| 2015 | Park Pointe Village Inc | 990 | Secretary | 2 | $0 | $471,794 | View return |
| 2015 | Foundation for Advanced Digital Technology in Head and Neck Recons (Adt) | 990EZ | Director | 1 | $0 | - | View return |
| 2015 | CIC Learning Center Inc. | 990EZ | Chairman | 5 | $0 | - | View return |
| 2015 | Alpha Rho Boule Foundation Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Acts Retirement Services Inc Grp Exemp | 990 | Treasurer; President & COO Eff 8/14 | 17 | $435,932 | $0 | View return |
| 2014 | Acts Retirement Services Inc. | 990 | Treasurer; President Effective 8/1 | 1 | $0 | $435,932 | View return |
| 2014 | Acts Retirement-Life Communities Inc. | 990 | Asst Treasurer; President & COO 8/14 | 30 | $0 | $435,932 | View return |
| 2014 | Heron Point of Chestertown Inc | 990 | Treasurer | 2 | $0 | $435,932 | View return |
| 2014 | Acts Legacy Foundation Inc Formerly Known as Pumh Foundation Inc | 990 | Treasurer | 1 | $0 | $435,932 | View return |
| 2014 | Park Pointe Village Inc | 990 | Secretary | 2 | $0 | $435,932 | View return |
| 2014 | Peninsula United Methodist Homes Inc | 990 | Treasurer | 2 | $0 | $418,431 | View return |
| 2014 | Foundation for Advanced Digital Technology in Head and Neck Recons (Adt) | 990EZ | Director | 1 | $0 | - | View return |
| 2014 | Karma Thalo Foundation | 990EZ | Board Member | 0 | $0 | - | View return |
| 2014 | Pumh Home Health Care Inc | 990EZ | Treasurer & Director | 0.1 | $0 | $0 | View return |
| 2013 | Acts Retirement Services Inc Grp Exemp | 990 | Exec VP, CFO & Treasurer | 19 | $402,309 | $0 | View return |
| 2013 | International Brotherhood of Electrical Workers #429 | 990 | Bus. Mgr./Fi | 40 | $49,389 | $0 | View return |
| 2013 | Acts Retirement Services Inc. | 990 | Treasurer | 1 | $0 | $402,309 | View return |
| 2013 | Peninsula United Methodist Homes Inc | 990 | Treasurer | 2 | $0 | $402,309 | View return |
| 2013 | Heron Point of Chestertown Inc | 990 | Treasurer | 2 | $0 | $402,309 | View return |
| 2013 | Park Pointe Village Inc | 990 | Secretary | 2 | $0 | $402,309 | View return |
| 2013 | Acts Legacy Foundation Inc Formerly Known as Pumh Foundation Inc | 990 | Treasurer | 1 | $0 | $402,309 | View return |
| 2013 | Acts Retirement-Life Communities Inc. | 990 | Exec VP & CFO & Assistant Treasurer | 30 | $0 | $402,309 | View return |
| 2013 | CIC Learning Center Inc. | 990EZ | Chairman | 5 | $0 | - | View return |
| 2013 | Karma Thalo Foundation | 990EZ | Board Member | 0 | $0 | - | View return |
| 2013 | Pumh Home Health Care Inc | 990EZ | Treasurer & Director | 0.1 | $0 | $0 | View return |
| 2013 | Alpha Rho Boule Foundation Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | Congress of Neurological Surgeons Inc. University of Michigan | 990 | Member At Large | 1 | $0 | $0 | View return |
| 2011 | Charles Nelson Pease Charitable Foundation | 990PF | Admin. | 10 | $0 | $0 | View return |
| 2010 | Charles Nelson Pease Charitable Foundation | 990PF | Admin. | 10 | $0 | $0 | View return |