2019-10-30T15:59:46-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 1966 GREENSPRING DRIVE SUITE 300 TIMONIUM MD 210934161 990 2018-01-01 520607956 ASBURY ATLANTIC INC ASBU 3012164100 5285 WESTVIEW DRIVE NO 200 FREDERICK MD 21703 KIM EHRENFRIED ASSISTANT SECRETARY 3012164100 2019-10-23 1 JOHN NORMAN P01506766 4104530900 2019-10-23 67.137.57.251 2019-10-23 11:35:38 ED P BBA58EB6E7F87D04A815B4FA9AD717FA41A89180 3CF3DD9031688C69FC97E727F610E3BA20E5E1B3 2018 2020-01-14 16:20:31Z DOUG LEIDIG 5285 WESTVIEW DRIVE NO 200 FREDERICK MD 21703 188205968 0 X WWW.ASBURYMETHODISTVILLAGE.ORG X 1945 MD DOING ALL THE GOOD WE CAN BY CREATING EXCEPTIONAL LIFESTYLE OPPORTUNITIES TO THOSE WE SERVE. 15 10 1946 1021 -25837 -25837 5128326 1232054 150180199 160712552 9130263 3314314 306256 236838 164745044 165495758 0 2281371 0 0 61187743 60646111 0 0 742744 90993505 94423136 152181248 157350618 12563796 8145140 475622708 480547177 620764969 608658491 -145142261 -128111314 X OUR MISSION IS TO DO ALL THE GOOD WE CAN BY PROVIDING EXCEPTIONAL LIFESTYLE OPPORTUNITIES TO THOSE WE SERVE. 0 0 52198284 64381748 SKILLED NURSING FACILITIES: OPERATION OF 4 SKILLED NURSING FACILITIES (SNF'S) FOR THE AGED WITH 454 TOTAL BEDS PROVIDING 151,651 DAYS OF SERVICE IN 2018. $21,245,232 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2018. 52071990 109167 64268872 RESIDENTIAL LIVING FACILITIES: OPERATION OF 1,676 RESIDENTIAL LIVING UNITS FOR THE AGED, PROVIDING 567,855 DAYS OF SERVICE IN 2018. $109,167 OF BENEVOLENT CARE AND $163,155 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTIAL LIVING RESIDENTS DURING 2018. ALSO SUPPLIED WELLNESS. 26405663 2172204 32061932 ASSISTED LIVING FACILITIES: OPERATION OF 4 ASSISTED LIVING FACILITIES FOR THE AGED WITH 298 TOTAL SUITES PROVIDING 102,810 RESIDENT DAYS IN 2018. $2,172,204 OF BENEVOLENT CARE AND $42,417 CONTRACTUAL ALLOWANCES WERE PROVIDED TO THE ASSISTED LIVING RESIDENTS IN 2018. 130675937 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 165 0 1946 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ANDREW JEANNERET CFO 3012502100 5285 WESTVIEW DRIVE FREDERICK MD 21703 X ROBERT BOYD CHAIR 2.00 X X 0 0 0 THOMAS HOLETS VICE CHAIR 2.00 X X 0 0 0 NICK SERENYI DIRECTOR, TREASURER 2.00 X X 0 0 0 DAVID LINGRELL DIRECTOR 2.00 X 0 0 0 CAROLYN STAMATAKIS DIRECTOR 2.00 X 0 0 0 RICHARD FINDLEY DIRECTOR 2.00 X 0 0 0 LORRAINE SEXTON DIRECTOR 2.00 X 0 0 0 DONALD TRISSLER DIRECTOR 2.00 X 0 0 0 ROBERT BURKE DIRECTOR, SECRETARY 2.00 X X 0 0 0 ANNICE CODY DIRECTOR 2.00 X 0 0 0 NELLIE COLE DIRECTOR 2.00 X 0 0 0 JEFF ENRICO DIRECTOR 2.00 X 0 0 0 LOU GRAMMMES DIRECTOR 2.00 X 0 0 0 LARRY PARKS DIRECTOR 2.00 X 0 0 0 DOUGLAS LEIDIG DIRECTOR, PRESIDENT 1.00 59.00 X X 0 811734 26157 ANDREW JOSEPH ASST. SECRETARY 1.00 59.00 X 0 251163 22816 ANDREW JEANNERET ASST. TREASURER 1.00 59.00 X 0 348064 20993 RHONDA TERANTO ASST. TREASURER 1.00 59.00 X 0 218503 20664 KIM EHRENFRIED ASST. TREASURER 1.00 59.00 X 0 217609 23888 BRAD ANDRUS EXECUTIVE DIRECTOR -END 7/12/18 49.00 1.00 X 164331 0 15406 ROBERT LIEBREICH EXECUTIVE DIRECTOR 50.00 X 267298 0 11702 BRIAN GRUNDUSKY EXECUTIVE DIRECTOR 50.00 X 188376 0 20230 JANE GIBSON EXECUTIVE DIRECTOR 50.00 X 168826 0 7098 DEBBIE HEDGES ASSOC. EXECUTIVE DIRECTOR 50.00 X 168766 0 19545 DOUG MYERS FOUNDATION PRESIDENT 50.00 X 304011 0 26853 BRENT BAYES DIRECTOR SALES & MARKETING 40.00 X 144167 0 19692 GRETCHEN MOSIER ADMINISTRATOR AL 40.00 X 134461 0 7117 OMALARA POPOOLA DIRECTOR OF NURSING 40.00 X 137371 0 8985 NANCY BALDERSON DIRECTOR OF NURSING 39.00 1.00 X 110744 0 6151 1788351 1847073 257297 29 0 1 0 SODEXO INC & AFFILIATES PO BOX 536922 ATLANTA GA 30353 DINING/MAINT/UTILITIES 15877490 FLAGSHIP REHABILITATION SERVICES 157 BALTIMORE STREET CUMBERLAND MD 21502 REHABILITATION 4444337 TRADEMARK DESIGN & BUILD 18404 BRIGHT PLUME TERRACE BOYDS MD 20841 CONSTRUCTION 1494050 OMNICARE 9036 ANNAPOLIS JUNCTION DR ANNAPOLIS JUNCTION MD 20701 PHARMACY 1306136 FREESTATE ELECTRICAL SERVICE 13335 MID ATLANTIC BLVD LAUREL MD 20708 RENOVATIONS 1046026 50 1232054 1232054 NET RESIDENT REVENUE 623312 106626191 106626191 MEDICARE/MEDICAID PAYMENTS 623312 30150641 30150641 AMORTIZATION OF ENTRANCE FEES 623312 22158259 22158259 OTHER OPERATING REVENUE 623312 1777461 1777461 160712552 4247876 4247876 334824 97986 236838 236838 -25837 262675 21678662 22505142 107082 -826480 -107082 -933562 -933562 165495758 160712552 -25837 3576989 2281371 2281371 1031578 1031578 48438265 44621464 3135053 681748 1811298 1645763 143471 22064 5667050 4867579 760539 38932 3697920 3370510 327410 8050905 8050905 77379 77379 112133 112133 10364904 9953451 411453 1477451 1438596 38855 4178393 3622414 555979 5058828 18668 5040160 10105130 6172497 3932633 150781 88402 62379 13661850 13500654 161196 23951187 23668587 282600 812705 812705 FOOD 5874782 5873093 1689 REPAIRS & MAINTENANCE 4356056 4299199 56857 MEDICAL SUPPLIES & PHAR 2490460 2487750 2710 BAD DEBT 1155784 1155784 2544408 1610155 934253 157350618 130675937 25931937 742744 3089240 1936479 51249155 50299696 5469833 6487034 5869670 12305090 209664 185496 1904416 1935655 585395184 304838987 285792033 280556197 41489215 50404849 80549482 76436681 475622708 480547177 10500233 7898854 153647638 164742366 237193752 243144223 41509 40162 219381837 192832886 620764969 608658491 X -176000097 -162588862 3356574 5278874 27501262 29198674 -145142261 -128111314 475622708 480547177 X 8145140 -5095509 13981316 X X 0 1 X 1 0 X 2070731 972387 3186616 5128326 1232054 12590114 121138341 126342656 129444214 150180199 158431181 685536591 123209072 127315043 132630830 155308525 159663235 698126705 87385 87385 0 87385 87385 698039320 2053937 2302257 1923550 2333882 4582700 13196326 2053937 2302257 1923550 2333882 4582700 13196326 125263009 129617300 134554380 157642407 164245935 711323031 0.98130 0.98420 0.01860 0.01580 X 0 0 0 0 0 0 0 0 1 8409 8409 0 PART II-B, LINE 1: A PORTION OF ASBURY ATLANTIC'S DUES TO LEADINGAGE WERE FOR USED FOR ADVOCACY ISSUES RELATED TO RESIDENTIAL AND HEALTHCARE SERVICES FOR THE AGED. X 1 15.00 1 0 0 1 X 25719301 1697412 27416713 24864870 854431 25719301 24829939 34931 24864870 24174363 655576 24829939 23389624 784739 24174363 1.00000 0 1 1 20104375 20104375 403569271 209174298 194394973 23097464 12170503 10926961 137300449 83494186 53806263 1323625 1323625 280556197 INTEREST IN NET ASSETS OF FOUNDATION 26915051 DEFERRED MARKETING COSTS 959047 OTHER RECEIVABLE 467455 DUE FROM ACOMM 47920774 DEPOSITS AND OTHER ASSETS 40162 INVESTMENT IN LAND 134192 76436681 REFUNDABLE FEES 4788596 OBLIGATION-DEFERRED GIVING 351078 CONTINGENT REFUNDABLE ENTRANCE FEE LIABILITY 179184527 PROJECTED REFUND OF STANDARD ENTRANCE FEES 5064717 DEPOSITS FROM PROSPECTIVE RESIDENTS 3443968 192832886 X 172575929 -5095509 12175680 7080171 165495758 0 165495758 155755233 685986 685986 155069247 2281371 2281371 157350618 PART II, LINE 3: ASBURY ATLANTIC, INC. HAS A 15 ACRE FOREST CONSERVATION EASEMENT WITH THE CITY OF GAITHERSBURG, MD THAT PRESERVES TREES, TREE CANOPY AND FORESTS. ASBURY ATLANTIC, INC. DOES NOT REPORT CONSERVATION EASEMENTS IN ITS FINANCIAL STATEMENTS. THERE ARE NO REVENUES, EXPENSES OR ASSETS RELATED TO THIS CONSERVATION EASEMENT. PART IV, LINE 2B: ASBURY ATLANTIC, INC. HOLDS AND MANAGES RESIDENT TRUST FUND ACCOUNTS THAT ARE USED FOR PERSONAL ITEMS FOR THE RESIDENTS. ASBURY ATLANTIC, INC. IS ACTING IN A FIDUCIARY ROLE AND IS LIABLE FOR THE FUNDS IN THE RESIDENT TRUST FUND. PART V, LINE 4: THE INTENDED USE OF THE ENDOWNMENT FUND IS TO SUPPORT BENEVOLENT CARE. PART X, LINE 2: ASBURY ATLANTIC IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC); ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED AS THERE ARE NO UNRELATED TRADES OR BUSINESSES. THE COMPANY HAS IMPLEMENTED PROCESSES TO ENSURE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE INTERMEDIATE SANCTIONS PROVISIONS FOR ALL ITS SUPPORTED ORGANIZATIONS, INCLUDING THE COMPANY. THIS INCLUDES AN INDEPENDENT REVIEW BY THE BOARD'S COMPENSATION COMMITTEE OF ALL COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS AND OUTSIDE COMPENSATION CONSULTANTS TO PROVIDE INDEPENDENT THIRD-PARTY REVIEW AND ADVISEMENT, AND THE IMPLEMENTATION OF A DETAILED CONFLICT-OF-INTEREST POLICY AND ANNUAL DISCLOSURE PROCESS FOR ALL DISQUALIFIED PERSONS. THE COMPENSATION COMMITTEE ALSO HIRES OUTSIDE COUNSEL TO ADVISE THE COMPANY ON COMPLIANCE. THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MUST BE RECOGNIZED ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE RESOLUTION. THE COMPANY'S REASSESSMENT OF ITS TAX POSITIONS DID NOT HAVE A MATERIAL IMPACT ON THE COMPANY'S RESULTS OF OPERATIONS OR FINANCIAL POSITION. THE COMPANY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE COMPANY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE 97,986. VALUE CHANGES IN DERIVATIVE INSTRUMENTS 11,052,203. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 3,975,235. CHANGE IN VALUE OF OBLIGATIONS UNDER CHARITABLE GIFT ANNUITIES -37,729. LOSS ON RETIREMENT OF DEBT -630,644. BENEVOLENT CARE -2,281,371. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 97,986. TRANSFER TO ACOMM 588,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEVOLENT CARE 2,281,371. 1 BENEVOLENT CARE FOR ASSISTED LIVING AND RESIDENTIAL LIVING RESIDENTS 49 2281291 PART I, LINE 2: ALL RESIDENTS INQUIRING ABOUT BENEVOLENT CARE MUST COMPLETE AND SIGN THE BENEVOLENT CARE APPLICATION WHICH SHALL BE REVIEWED FOR APPROVAL BY THE COMMUNITY REPRESENTATIVE RESPONSIBLE FOR BENEVOLENT CARE. ONCE THE APPLICATION IS REVIEWED, THE EXECUTIVE DIRECTOR WILL APPROVE OR DENY ELIGIBILITY. DOCUMENTS RELATED TO BENEVOLENT CARE APPLICATION/REDETERMINATION AND ON-GOING MANAGEMENT WILL BE MAINTAINED ON-SITE UNTIL THE END OF THE CALENDAR YEAR IN WHICH THE RESIDENT IS NO LONGER RECEIVING ASSISTANCE FROM BENEVOLENT CARE. THEREAFTER THE RECORDS WILL BE MAINTAINED FOR FIVE (5) YEARS, EITHER ON-SITE OR IN STORAGE IN ACCORDANCE WITH THE RECORDS MANAGEMENT PROGRAM. X X X X X X 0 1 0 1 0 0 0 0 0 DOUGLAS LEIDIG DIRECTOR, PRESIDENT 0 520936 0 30000 0 260798 0 10900 0 15257 0 837891 0 0 ANDREW JOSEPH ASST. SECRETARY 0 235977 0 14003 0 1183 0 10380 0 12436 0 273979 0 0 ANDREW JEANNERET ASST. TREASURER 0 335169 0 11168 0 1727 0 8062 0 12931 0 369057 0 0 RHONDA TERANTO ASST. TREASURER 0 203582 0 13048 0 1873 0 9355 0 11309 0 239167 0 0 KIM EHRENFRIED ASST. TREASURER 0 204740 0 12207 0 662 0 9392 0 14496 0 241497 0 0 BRAD ANDRUS EXECUTIVE DIRECTOR -END 7/12/18 150946 0 13006 0 379 0 6623 0 8783 0 179737 0 0 0 ROBERT LIEBREICH EXECUTIVE DIRECTOR 240058 0 26721 0 519 0 11214 0 488 0 279000 0 0 0 BRIAN GRUNDUSKY EXECUTIVE DIRECTOR 187779 0 0 0 597 0 8988 0 11242 0 208606 0 0 0 JANE GIBSON EXECUTIVE DIRECTOR 160890 0 5828 0 2108 0 6201 0 897 0 175924 0 0 0 DEBBIE HEDGES ASSOC. EXECUTIVE DIRECTOR 159539 0 8731 0 496 0 8330 0 11215 0 188311 0 0 0 DOUG MYERS FOUNDATION PRESIDENT 261011 0 41648 0 1352 0 10900 0 15953 0 330864 0 0 0 BRENT BAYES DIRECTOR SALES & MARKETING 130164 0 13600 0 403 0 7458 0 12234 0 163859 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATION'S CEO AND ALL DISQUALIFIED PERSONS IS REVIEWED AND RECOMMENDED TO THE BOARD OF ASBURY COMMUNITIES, INC. BY THE COMPENSATION COMMITTEE OF THE BOARD. PART I, LINE 4B DOUG LEIDIG, DIRECTOR/PRESIDENT, PARTICIPATES IN A 457(F) PLAN. HIS DISTRIBUTIONS WERE $241,336 IN 2018. PART I, LINE 5 THE EXECUTIVE DIRECTOR'S INCENTIVE COMPENSATION IS BASED IN PART UPON THE OPERATING RATIO OF THE FACILITY. A CITY OF GAITHERSBURG (MD) 526000792 363128CB3 2009-12-16 43806989 CURRENT REFUNDING 0 0 1 B CUMBERLAND COUNTY MUNICIPAL AUTHORITY (PA) 236003119 230614FK0 2010-11-10 73542289 CURRENT REFUNDING 0 0 0 C CUMBERLAND COUNTY MUNICIPAL AUTHORITY (PA) 236003119 230614GK9 2012-10-31 52585767 CURRENT REFUNDING 0 0 0 D CITY OF GAITHERSBURG (MD) 526000792 363128CUI 2018-10-01 105744965 CURRENT REFUNDING 0 0 0 A 24356989 43806989 1341326 876140 41589523 2009 1 0 1 1 B 7182289 73542289 6498922 1470845 65572522 2010 1 0 1 1 C 3415767 52585767 2339434 1051715 49194618 2012 1 0 1 1 D 105744965 8469375 624780 7508636 89142174 2018 1 0 1 1 A 0 0 1 1 0 0 0 0 B 0 1 1 1 0 0 0 0 C 0 1 1 1 0 0 0 0 D 0 1 1 1 0 0.00400 0.00400 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K, PART I, ROW A, COLUMN (E): THE ORGANIZATION IS A MEMBER OF AN OBLIGATED GROUP. THE ENTRIES SHOWN IN COLUMN (E) REPRESENTS THE PORTION OF THE TOTAL ISSUE PRICE ALLOCATED TO THE ORGANIZATION. SCHEDULE K, PART II, ROW A, LINES 4 AND 7: THESE AMOUNTS REPRESENT A PRO RATA PORTION OF THE TOTAL BASED ON THE PORTION OF THE TOTAL ISSUE PRICE ALLOCATED TO THE ORGANIZATION. SCHEDULE K, PART I, ROW D THE AMOUNT OF BONDS BENEFITING THIS ORGANIZATION IS $105,744,965.90 (OF WHICH $24,713,017.75 COUNTS AGAINST THE $150 MILLION TEST LIMITATION FOR NON-HOSPITAL BONDS). BONDS IN THE AMOUNT OF $33,005,000 ARE OUTSTANDING THAT BENEFIT THIS ORGANIZATION (OF WHICH $11,086,500 COUNTS AGAINST THE $150 MILLION LIMITATION FOR NON-HOSPITAL BONDS). THE ISSUANCE OF THE BONDS WAS APPROVED BY THE MAYOR OF THE CITY OF GAITHERSBURG ON AUGUST 6, 2018, FOLLOWING A PUBLIC HEARING HELD BY THE ISSUER ON AUGUST 6, 2018 AND BY THE COUNTY OF COMMISSIONERS OF CALVERT COUNTY ON JULY 24, 2018, FOLLOWING A PUBLIC HEARING BY THE COUNTY COMMISSIONERS OF CALVERT COUNTY ON JULY 24, 2018. FORM 990, PART III, LINE 4 AS PART OF ASBURY COMMUNITIES, ASBURY ATLANTIC PLEDGES EACH DAY TO MAKE A DIFFERENCE IN THE LIVES OF THOSE WE SERVE AND TO SERVE AS A PARTNER FOR GOOD IN THE COMMUNITY AT LARGE. WE HONOR OUR LEGACY THROUGH SUPPORTING AND PARTNERING WITH CHARITABLE AND COMMUNITY ORGANIZATIONS, EDUCATIONAL INSTITUTIONS, AND AGING SERVICES AND HEALTH PROVIDERS. AT ASBURY ATLANTIC, OUR CONTRIBUTIONS ARE PRIMARILY FOCUSED ON: - SUPPORTING SENIOR WELLNESS IN THE REGIONS WHERE WE OPERATE - TRAINING THE NEXT GENERATION OF AGING SERVICES PROFESSIONALS - BENEVOLENT CARE PROVIDING PEACE OF MIND FOR RESIDENTS - BENEVOLENT CARE A CORNERSTONE OF LIVING OUR MISSION IS ENSURING THAT RESIDENTS WHO OUTLIVE THEIR FINANCIAL RESOURCES CAN REMAIN IN THEIR HOME AT ASBURY. THE ASBURY FOUNDATION, A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION THAT SECURES PHILANTHROPIC SUPPORT TO SUPPORT THE MISSION AND ENHANCE QUALITY OF LIFE FOR OLDER ADULTS SERVED BY THE ASBURY SYSTEM, WAS ESTABLISHED TO SUPPORT THESE EFFORTS. ASBURY PROVIDES FINANCIAL SUPPORT TO RESIDENTS WHO OUTLIVE THEIR RESOURCES THROUGH NO FAULT OF THEIR OWN. HIGHLIGHTS OF THIS YEAR'S COMMUNITY BENEFIT ACCOMPLISHMENTS AT EACH ASBURY ATLANTIC COMMUNITY INCLUDE THE FOLLOWING: ASBURY METHODIST VILLAGE: IN THE AREA OF TRAINING FUTURE GENERATIONS OF CAREGIVERS, ASBURY METHODIST VILLAGE (AMV) PROVIDED MENTORING AND TRAINING IN SOCIAL WORK AND PASTORAL CARE SERVICES FOR STUDENTS AT LOYOLA UNIVERSITY OF MARYLAND AND THE UNIVERSITY OF MARYLAND BALTIMORE COUNTY. AMV ALSO DONATED THE USE OF WILSON HEALTH CARE CENTER'S LOWER LEVEL FOR MONTGOMERY COLLEGE TO USE FOR CNA TRAINING. AMV DONATED MEETING SPACE FOR MORE THAN 30 NON-PROFIT, COMMUNITY ORGANIZATIONS THROUGHOUT THE YEAR. THOUGH THE MAJORITY OF THIS GROUP'S EFFORTS BENEFIT YOUTH, THIS RESIDENT-CREATED AND RUN COLLABORATION WITH GAITHERSBURG AND MONTGOMERY COUNTY(GAITHERSBURG BELOVED COMMUNITY INITIATIVE) DEVOTED HUNDREDS OF HOURS TO MENTORING AREA AT RISK CHILDREN, HOSTING PARTIES AT ASBURY'S POOL AND OTHER STRUCTURED FITNESS ACTIVITIES. THIS INTERGENERATIONAL MENTORING PROGRAM IS FOCUSED ON THE DEVELOPMENT OF CHARACTER IN THE YOUNG PEOPLE. ASBURY METHODIST VILLAGE HOSTED A CONVERSATIONAL ENGLISH GROUP WITH 25 LATINO MOTHERS FROM THE GAITHERSBURG AREA WHEREBY THEY MET WEEKLY TO STUDY THEIR ENGLISH WITH ASBURY RESIDENTS. STUDENTS FROM GAITHERSBURG AND SOUTHLAKE ELEMENTARY SCHOOLS WERE TRANSPORTED TO AMV TO PARTICIPATE IN AN INTER-GENERATIONAL MENTORING PROGRAM WHOSE FOCUS IS THE DEVELOPMENT OF CHARACTER IN THE YOUNG PEOPLE. SUPPORTED MEALS ON WHEELS AND THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS SHELTER WITH FOOD PREPARATION AND STRATEGIC PLANNING SPACE. AMV ASSOCIATES VOLUNTEERED AT THE MANNA FOOD BANK WHERE THEY HELPED SORT DONATED FOOD AND AT THE ROTARY'S "FOOD FOR KIDS" PROGRAM. AMV DONATED 1,002 POUNDS OF FOOD PRODUCTS TO THE MONTGOMERY COUNTY COMMUNITY FOOD RESCUE. AUDIO VISUAL EQUIPMENT WITH A VALUE OF $24,000 WAS DONATED TO MONTGOMERY COUNTY PUBLIC SCHOOLS AND MONTGOMERY COLLEGE. BETHANY VILLAGE: IN THE AREA OF TRAINING THE NEXT GENERATION OF PROFESSIONALS, THE FOLLOWING OCCURRED. PROVIDED TRAINING FOR CERTIFIED NURSING ASSISTANTS, LICENSED PRACTICAL NURSES, REGISTERED NURSES STUDENTS AT SHIPPENSBURG UNIVERSITY, HARRISBURG AREA COMMUNITY COLLEGE AND MESSIAH COLLEGE. ALSO SUPERVISED STUDENTS FROM CUMBERLAND PERRY VOCATIONAL TECHNICAL SCHOOL AND PROVIDED BUDGET TRAINING TO STUDENTS FROM CUMBERLAND VALLEY HIGH SCHOOL. PROVIDED JOB SHADOWING TO A YORK COLLEGE INTERN. ORGANIZED AND RAISED $7,320 FOR THE AREA CHAPTER OF THE ALZHEIMER'S ASSOCIATION THOUGH A ROCK-A-THON AND HOSTED SUPPORT GROUPS FOR FAMILY MEMBERS AND OTHER CAREGIVERS OF PEOPLE WITH ALZHEIMER'S DISEASE. BETHANY VILLAGE DONATED MEETING SPACE FOR MORE THAN 24 NON-PROFIT, COMMUNITY ORGANIZATIONS THROUGHOUT THE YEAR. IN CONJUNCTION WITH COMMUNITY AID, BETHANY VILLAGE ASSOCIATES COLLECTED, STORED AND ARRANGED FOR PICK-UP OF DONATED CLOTHING. THE EXECUTIVE DIRECTOR OF BETHANY VILLAGE SERVES ON THE LEADING AGE PA BOARD OF DIRECTORS. LEADING AGE IS A NOT-FOR-PROFIT ENTITY THAT REPRESENTS NOT-FOR-PROFIT SENIOR LIVING PROVIDERS ACROSS THE STATE OF PA. BETHANY VILLAGE ASSOCIATES SERVED AS VOLUNTEERS THROUGHOUT THE YEAR AT COMMUNITY BLOOD DRIVES, ETC. THE WELLNESS DEPARTMENT PROVIDED FREE MEMBERSHIP TO RESIDENTS OF BETHANY TOWERS FOR USE OF THE POOL, FITNESS ROOM OR FITNESS CLASSES. SPRINGHILL: IN THE AREA OF TRAINING THE NEXT GENERATION OF PROFESSIONALS, THE FOLLOWING OCCURRED: PROVIDED EDUCATION, TRAINING AND RESEARCH ASSISTANCE FOR NURSING AND REHABILITATIVE THERAPY STUDENTS AT GANNON AND MERCYHURST UNIVERSITIES AS WELL AS THE ERIE COUNTY TECHNOLOGY SCHOOL, ERIE HIGH SCHOOL, AND FORT LEBOUF HIGH SCHOOL, SPRINGHILL ASSOCIATES PARTICIPATED IN THE ADOPT-A-HIGHWAY HIGHWAY CLEAN- UP PROJECT. SPRINGHILL ASSOCIATES WERE ALSO ACTIVE MEMBER OF THE ALZHEIMER'S ASSOCIATION AND ALZHEIMER'S ASSOCIATION SUPPORT GROUP. ADDITIONALLY, $2,325 WAS RAISED FOR AND ASSOCIATES HELPED ORGANIZE LONGEST DAY ALZHEIMER'S EVENT. HELD MONTHLY PARKINSON'S PARTNERS SUPPORT GROUP MEETINGS THAT SUPPORT RESIDENTS IN THE COMMUNITY AND INDIVIDUALS OUTSIDE THE COMMUNITY THAT CARE FOR OR HAVE PARKINSON'S. SNF ADMINISTRATOR VOLUNTEERED AS A SURVEYOR FOR A CARF/CCAC SURVEYS AT A CCRC'S IN VIRGINIA AND INDIANA. SPRINGHILL ASSOCIATE VOLUNTEERS AT THE LOCAL FIRE DEPARTMENT PROVIDING FIREFIGHTING, RESCUE, AND EMS RESPONSES. AN ASSOCIATE PARTICIPATED IN THE WEST COUNTY PARAMEDIC BOARD MEETINGS AND SERVED ON THE ERIE PUBLIC SAFETY ADVISORY COMMITTEE. SPRINGHILL ASSOCIATES WERE ALSO ACTIVE MEMBERS OF THE HEALTHCARE VENTURES ALLIANCE. DURING 2018, SPRINGHILL DONATED 1 WHEELCHAIR, 4 WALKERS, AND 5 PULMONARY WALKERS TO CHOSEN INTERNATIONAL. ASBURY SOLOMONS: IN THE AREA OF SUPPORTING THE LOCAL COMMUNITY AND SENIOR SERVICES, FOR THE PAST SEVERAL YEARS ASBURY SOLOMONS HAS HOSTED A WALK TO END ALZHEIMER'S EVENT. DURING 2018, 41 TEAMS REPRESENTING ABOUT 275 WALKERS, INCLUDING A COUPLE DOZEN SOLOMONS ASSOCIATES AND RESIDENTS, DESCENDED ON THE WATERFRONT COMMUNITY'S TWO-MILE COURSE. TO DATE, THE EVENT HAS RAISED MORE THAN $65,000. SOLOMONS DONATED SPACE TO VARIOUS COMMUNITY ORGANIZATIONS FOR THEIR MEETINGS AND REHEARSALS. ASSOCIATES PARTICIPATED IN THE JINGLE BELL FUNDRAISER TO SUPPORT THE NATIONAL ARTHRITIS FOUNDATION FOR WHICH ASBURY~SOLOMONS DONATED $5,000.SEVERAL ASSOCIATES PARTICIPATED IN MONTHLY PACCT (PARTNERS IN ACCOUNTABLE CARE COLLABORATION & TRANSITIONS) MEETINGS AT CALVERT COUNTY MEMORIAL HOSPITAL WHEREBY PROFESSIONALS MEET TO DISCERN BEST PRACTICES AND SEAMLESS TRANSITION OF RESIDENTS BETWEEN HOSPITAL AND HOME. ASBURY SOLOMONS PROVIDED MOCK INTERVIEWS FOR STUDENTS FROM CALVERT COUNTY CAREER & TECHNOLOGY ACADEMY. SOLOMONS ALSO PROVIDED INTERNSHIP SUPERVISION AND MENTORING TO SOCIAL WORKER INTERNS FROM SALISBURY UNIVERSITY AND COASTAL CAROLINA UNIVERSITY. WELLNESS AND PASTORAL CARE INTERNS FROM DICKINSON COLLEGE AND WESLEY SEMINARY COLLEGE WERE PROVIDED JOB SHADOWING AND SUPERVISION. THE EXECUTIVE DIRECTOR SERVED ON THE BOARD OF EXAMINERS OF NURSING HOME ADMINISTRATORS. IN THE AREA OF GOING GREEN AND SUSTAINABLE DESIGN, THE OYSTER GARDEN PROJECT AT ASBURY SOLOMONS HAS PLANTED OVER 1,700,000 OYSTERS ON THE COMMUNITY'S BREAKWATERS IN THE PATUXENT RIVER OVER THE PAST EIGHT YEARS, CONTRIBUTING TO THE CHESAPEAKE BAY TRIBUTARY'S HEALTH THROUGH THE OYSTER'S NATURAL CAPACITY AS WATER FILTERS. DRIVEN BY RESIDENTS AND SUPPORTED BY THE COMMUNITY'S FACILITIES CREW AND OTHER ASSOCIATES, THIS PROJECT IS ENTERING ITS 10TH YEAR. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CAN ACT IN PLACE OF THE BOARD BETWEEN MEETINGS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 ASBURY ATLANTIC HAS ONE MEMBER. THE SOLE MEMBER IS ASBURY COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 7A ASBURY COMMUNITIES, INC IS THE SOLE MEMBER OF ASBURY ATLANTIC AND ELECTS THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ONLY CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO ASBURY COMMUNITY INC'S APPROVAL. THESE DECISIONS INCLUDE: (1) MANAGEMENT SERVICES RELATIONSHIPS AND CONTRACTS; (2) ANY ORGANIZATIONAL CHANGE IN GENERAL, INCLUDING MERGERS, SALES, LEASES, ETC, OF SUBSTANTIALLY ALL OF THE ASSETS AND THE CREATION OF NEW ENTITIES; (3) AMENDMENTS TO MISSION OR VISION STATEMENTS; (4) AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B ASBURY COMMUNITIES, INC. IS THE SOLE MEMBER OF ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AN OKLAHOMA NOT FOR PROFIT CORPORATION, CALVERT COUNTY NURSING CENTER, INC., ASBURY, INC., BETHANY DEVELOPMENT CORPORATION, AND ASBURY HCBS, INC. ASBURY COMMUNITIES, INC. HAS A SYSTEM WIDE AUDIT COMMITTEE. THE ASBURY COMMUNITIES, INC. BOARD OF DIRECTORS HAS DELEGATED A REVIEW OF THE FORM 990 TO THE SYSTEM AUDIT COMMITTEE WHICH PERFORMED THEIR REVIEW ON 10/2/19. THE ASBURY COMMUNITIES, INC., FOUNDATION, ASBURY ATLANTIC, ASBURY SOLOMONS, ASBURY COMMUNITIES HCBS, CALVERT COUNTY NURSING CENTER, ASBURY, INC., BETHANY DEVELOPMENT CORPORATION, AND INVERNESS VILLAGE BOARD OF DIRECTORS WERE FORWARDED A COPY OF THEIR RESPECTIVE DRAFT FORM 990 FOR THEIR REVIEW AND PROVIDED A LINK TO A RECORDING OF THE AUDIT COMMITTEE MEETING IF MEMBERS CHOSE TO LISTEN TO THE MEETINGS AS THEY REVIEWED ANY OF THE FORM 990S. ALL DIRECTORS MAY POSE QUESTIONS OR ASK FOR CLARIFICATION FROM STAFF AND AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ASBURY COMMUNITIES CONFLICT OF INTEREST POLICY WAS APPROVED BY THE BOARD OF DIRECTORS. THE COMPLIANCE OFFICER IS RESPONSIBLE FOR THE POLICY AND OVERSEES THE IMPLEMENTATION OF THE PROCESS. ALL THE ENTITIES WITHIN THE ASBURY COMMUNITIES SYSTEM ARE SUBJECT TO THE POLICY. ANNUALLY, THE COMPLIANCE OFFICER CONDUCTS A COMPREHENSIVE CONFLICT DISCLOSURE PROCESS COVERING ALL MEMBERS OF THE GOVERNING BOARDS, SYSTEM WIDE COMMITTEES, AND INDIVIDUALS IN MANAGEMENT POSITIONS. EACH PERSON COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM AND IS ADVISED OF THEIR FIDUCIARY OBLIGATIONS. THE COMPLIANCE OFFICER, WHO HAD A DIRECT REPORTING LINE TO THE CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE AND REPORTS QUARTERLY TO THE AUDIT AND COMPLIANCE COMMITTEE, ANALYZES ALL DISCLOSURE FORMS FOR POTENTIAL CONFLICTS, AND PREPARES A REPORT FOR THE SYSTEM-WIDE AUDIT AND COMPLIANCE COMMITTEE. A REPORT WAS MADE TO THE BOARD THAT THERE WERE NO CONFLICTS DURING 2018. WHEN AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARISES INVOLVING A BOARD OR COMMITTEE MEMBER, THE AUDIT AND COMPLIANCE COMMITTEE IS INFORMED AND WILL FOLLOW SPECIFIC PROTOCOL OUTLINED IN THE CONFLICT OF INTEREST POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE COMPENSATION AND BENEFITS COMMITTEE RELIES ON STAFF FEEDBACK AND THE DATA AND RECOMMENDATIONS PROVIDED BY AN EXTERNAL COMPENSATION CONSULTANT TO ASCERTAIN THE REASONABLENESS OF COMPENSATION AND BENEFITS OF ALL OF THE DIRECT REPORTS OF THE CEO AND OTHER POTENTIALLY DISQUALIFIED PERSONS. IN ADDITION, THE COMPENSATION AND BENEFITS COMMITTEE REVIEWS THE ORGANIZATION'S PROGRESS TOWARDS KEY PERFORMANCE INDICATORS SELECTED FOR INCENTIVIZING PERFORMANCE OF DISQUALIFIED PERSONS THROUGH A PERFORMANCE BASED-COMPENSATION PROGRAM. QUARTERLY, THE COMPENSATION COMMITTEE REVIEWS THE MINUTES OF THE MANAGEMENT-LEAD TO SEE UPDATES TO THE OVERALL BENEFITS AND COMPENSATION PLAN FOR THE ORGANIZATION AS WELL AS PROGRESS ON THE ORGANIZATION'S EMPLOYER OF CHOICE STRATEGIC GOALS. ALSO ON AN ANNUAL BASIS, THE COMPENSATION AND BENEFITS COMMITTEE SPECIFICALLY REVIEWS THE COMPENSATION AND BENEFITS OF THE CEO USING THE DATA GATHERED BY THE COMPENSATION CONSULTANT AT THE DIRECTION OF THE COMMITTEE AND PROVIDES INPUT TO THE FULL BOARD OF DIRECTORS IN ORDER TO SUPPORT THEIR DECISION MAKING PROCESS REGARDING THE CEO'S COMPENSATION. THE COMPENSATION AND BENEFITS COMMITTEE CHARTER, THE EXECUTIVE COMPENSATION PHILOSOPHY, AND THE EXECUTIVE INCENTIVE PLAN WERE REVIEWED MOST RECENTLY IN 2018. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE IN THE RESIDENT LIBRARIES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON OUR WEBSITE. FORM 990, PART VII, SECTION A THE OFFICERS THAT HAVE COMPENSATION FROM RELATED ORGANIZATIONS REPORTED IN PART VII, SECTION A, COLUMN E OF THE FORM 990 PROVIDE EXECUTIVE MANAGEMENT SUPPORT AND OVERALL GUIDANCE TO ASBURY ATLANTIC, INC. AS WELL AS THE OTHER RELATED AND SUPPORTED ORGANIZATIONS OF ASBURY COMMUNITIES, INC. THERE ARE OVER 2,400 TOTAL EMPLOYEES IN THE ASBURY COMMUNITIES, INC. SYSTEM. THE 2018 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES OF $225.7 MILLION AND TOTAL ASSETS IN EXCESS OF $642 MILLION. FORM 990, PART VII, SECTION A BEGINNING WITH YEAR 2014, FOUNDATION ASSOCIATE SALARIES AND BENEFITS, WHICH WERE PREVIOUSLY REPORTED ON THE ASBURY FOUNDATION IRS FORM 990, WILL BE REPORTED BY THE ASBURY ENTITY WHERE THEY DEDICATED THEIR TIME. ASBURY FOUNDATION ASSISTS WITH THE MISSION OF THE NON PROFIT ENTITIES WITHIN THE ASBURY COMMUNITIES SYSTEM. FORM 990, PART XI, LINE 9: NET UNREALIZED GAIN ON CHANGE IN MARKET VALUE OF DERIVATIVE INSTRUMENTS 11,052,203. TRANSFER TO ACOMM -588,000. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 3,975,235. CHANGE IN VALUE OF OBLIGATIONS UNDER CHARITABLE GIFT ANNUITIES -37,729. LOSS ON RETIREMENT OF DEBT -630,644. PY TWO MONTHS OF NET ASSETS REPORTED ON SEPARATE 990 210,251. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN OVERSIGHT PROCESS FROM THE PRIOR YEAR. ASBURY COMMUNITIES INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 521862677 MANAGEMENT SERVICES MD 501(C)(3) LINE 12C, III-FI 0 INVERNESS VILLAGE 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 731539802 HOUSING AND HEALTHCARE FOR OLDER ADULTS OK 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 ASBURY SOLOMONS INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 521862675 HOUSING AND HEALTHCARE FOR OLDER ADULTS MD 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 ASBURY FOUNDATION INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 521862674 RAISING FUNDS FOR CHARITY CARE MD 501(C)(3) LINE 7 ASBURY COMMUNITIES INC 0 AFFILIATED ASSOCIATES INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 510426078 EMPLOYEE PAYMASTER COMPANY MD 501(C)(3) LINE 12C, III-FI ASBURY COMMUNITIES INC 0 ASBURY COMMUNITIES HCBS INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 450634490 HEALTHCARE FOR OLDER ADULTS MD 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 CALVERT COUNTY NURSING CENTER INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 520890928 HOUSING AND HEALTHCARE FOR OLDER ADULTS MD 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 ASBURY INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 620630670 HOUSING AND HEALTHCARE FOR OLDER ADULTS TN 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 BETHANY DEVELOPMENT CORPORATION 335 WESLEY DRIVE MECHANICSBURG PA 17055 232078064 HOUSING FOR OLDER ADULTS PA 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 THE ASBURY GROUP INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 205038820 TECHNOLOGY & MANAGEMENT SERVICES DE ASBURY COMMUNITIES INC C 0 THE ASBURY GROUP INTEGRATED TECHNOLOGIES LLC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 262896175 INFOR & CNSLT SVCS DE ASBURY COMMUNITIES INC C 0 IVA INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 562362361 HOLDS LIQOUR LICENSES OK ASBURY ATLANTIC & INVERNESS VILLAGE C 1.00000 1 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 1 0 1 0