ASBURY FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY FOUNDATION INC (EIN 52-1862674)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-30
- IRS object ID
- 201913039349302251
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-30T16:00:16-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 GREENSPRING DRIVE SUITE 300 | AddressLine1Txt |
| City | TIMONIUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210934161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521862674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASBU | BusinessNameControlTxt |
| Phone | 3012504050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5285 WESTVIEW DRIVE NO 200 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM EHRENFRIED | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 3012504050 | PhoneNum |
| Signature | 2019-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN NORMAN | PreparerPersonNm |
| PTIN | P01506766 | PTIN |
| Phone | 4104530900 | PhoneNum |
| Preparation | 2019-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-23 | IPDt |
| IP Tm | 11:58:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 006DA25DC32C2723A1CCCA87B18674C9F00E3BB9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3CF3DD9031688C69FC97E727F610E3BA20E5E1B3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JD SHUMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5285 WESTVIEW DRIVE NO 200 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,838,397 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEASBURYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SECURING CHARITABLE SUPPORT TO ENHANCE THE LIVES OF PERSONS SERVED BY ASBURY COMMUNITIES, INC. AND ITS SUPPORTED ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,592,560 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,160,319 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,331,950 | PYInvestmentIncomeAmt |
| CY Investment Income | $195,568 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,035 | PYOtherRevenueAmt |
| CY Other Revenue | -$7,472 | CYOtherRevenueAmt |
| PY Total Revenue | $10,936,545 | PYTotalRevenueAmt |
| CY Total Revenue | $8,348,415 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,706,120 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,420,132 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $472,530 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $483,572 | PYOtherExpensesAmt |
| CY Other Expenses | $575,714 | CYOtherExpensesAmt |
| PY Total Expenses | $6,189,692 | PYTotalExpensesAmt |
| CY Total Expenses | $1,995,846 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,746,853 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,352,569 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,164,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,215,431 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,625,802 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,577,092 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,538,933 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,638,339 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SECURING CHARITABLE SUPPORT TO ENHANCE THE LIVES OF PERSONS SERVED BY ASBURY COMMUNITIES, INC. AND ITS SUPPORTED ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,518,627 | ExpenseAmt |
| Grant | $1,420,132 | GrantAmt |
| Desc | ASBURY FOUNDATION SUPPORTS THE OVERALL CHARITABLE ACTIVITIES OF ASBURY ATLANTIC, INC., ASBURY SOLOMONS, INC., INVERNESS VILLAGE, INC., CALVERT COUNTY NURSING CENTER, INC., AND ASBURY COMMUNITIES, INC. THROUGH ITS CHARITABLE FUNDRAISING EFFORTS. ASBURY FOUNDATION RAISES FUNDS TO HELP SUPPORT THE BENEVOLENT CARE PROGRAM FOR THE CONTINUING CARE RETIREMENT COMMUNITIES (CCRC'S) OWNED AND OPERATED BY THE SUPPORTED ENTITIES AND HOME CARE SERVICES WITHIN THE ASBURY COMMUNITIES, INC. SYSTEM. THE BENEVOLENT CARE PROGRAM PROVIDES CONFIDENTIAL FINANCIAL ASSISTANCE TO SENIORS BEING SERVED BY ASBURY, WHO, THROUGH NO FAULT OF THEIR OWN, HAVE OUTLIVED THEIR RESOURCES. SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $1,518,627 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW JEANNERET CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012502100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5285 WESTVIEW DRIVE 200 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| DENNIS YOCUM | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD STANG | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BUD EDWARDS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MEARLE GRIFFITH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE HUNTLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ANN MOREFIELD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIXIE REPPE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA ROBERTS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN SEIBERT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AURORA SEVILLA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN STAMATAKIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY TRISSLER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS C MYERS | |||||||
| PRESIDENT | 60.00 | Yes (X) | $0 | $304,011 | $26,853 | Yes (X) | |
| ANDREW JOSEPH | |||||||
| ASST. SECRETARY/ASST. TREASURER | 1.00 | $0 | $251,163 | $22,816 | Yes (X) | 59.00 | |
| RHONDA TERANTO | |||||||
| ASST. TREASURER | 1.00 | $0 | $218,503 | $20,664 | Yes (X) | 59.00 | |
| ANDREW JEANNERET | |||||||
| TREASURER | 1.00 | $0 | $348,064 | $20,993 | Yes (X) | 59.00 | |
| KIM EHRENFRIED | |||||||
| ASST. TREASURER | 1.00 | $0 | $217,609 | $23,888 | Yes (X) | 59.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,339,350 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $115,214 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $425,528 | FundraisingAmt |
| All Other Contributions | $7,734,791 | AllOtherContributionsAmt |
| Noncash Contributions | $502,763 | NoncashContributionsAmt |
| Total Contributions | $8,160,319 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $495,683 | TotalRevenueColumnAmt |
| Exclusion | $495,683 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,120,910 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,421,025 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$300,115 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$300,115 | TotalRevenueColumnAmt |
| Exclusion | -$300,115 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $61,360 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $425,528 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $68,957 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,597 | TotalRevenueColumnAmt |
| Exclusion | -$7,597 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER OPERATING REVENUE | Desc |
| Business | 623312 | BusinessCd |
| Total Revenue Column | $125 | TotalRevenueColumnAmt |
| Exclusion | $125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $125 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,348,415 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $188,096 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,358,246 | TotalAmt |
| Program Services | $1,358,246 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,886 | TotalAmt |
| Program Services | $61,886 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301 | TotalAmt |
| Management And General | $301 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278 | TotalAmt |
| Management And General | $278 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,110 | TotalAmt |
| Management And General | $4,110 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,011 | TotalAmt |
| Fundraising | $12,011 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,124 | TotalAmt |
| Fundraising | $1,124 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,420 | TotalAmt |
| Fundraising | $24,420 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,207 | TotalAmt |
| Fundraising | $1,207 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323 | TotalAmt |
| Fundraising | $323 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,016 | TotalAmt |
| Fundraising | $6,016 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27 | TotalAmt |
| Fundraising | $27 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,735 | TotalAmt |
| Fundraising | $10,735 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,294 | TotalAmt |
| Fundraising | $1,294 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| TEMPORARY RESTRICTION E | $388,118 | $388,118 | |
| SPECIAL PROGRAMS | $98,495 | $98,495 | |
| BAD DEBT | $3,294 | $3,294 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,961 | TotalAmt |
| Fundraising | $23,961 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,846 | TotalAmt |
| Program Services | $1,518,627 | ProgramServicesAmt |
| Management And General | $4,689 | ManagementAndGeneralAmt |
| Fundraising | $472,530 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,190 | BOYAmt |
| EOY | $67,630 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,131 | BOYAmt |
| EOY | $628,174 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451 | BOYAmt |
| EOY | $1,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,526 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,201 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,060 | BOYAmt |
| EOY | $22,325 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,454,345 | BOYAmt |
| EOY | $21,362,403 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,050,558 | BOYAmt |
| EOY | $9,133,850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,164,735 | BOYAmt |
| EOY | $31,215,431 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $82 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,625,802 | BOYAmt |
| EOY | $3,577,010 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,625,802 | BOYAmt |
| EOY | $3,577,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,076,312 | BOYAmt |
| EOY | $5,440,630 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,312,621 | BOYAmt |
| EOY | $22,047,709 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,538,933 | BOYAmt |
| EOY | $27,638,339 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,164,735 | BOYAmt |
| EOY | $31,215,431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,352,569 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,054,798 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,198,365 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,362,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,337,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,386,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,592,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,208,666 | CurrentTaxYearAmt |
| Total | $27,887,323 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,362,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,337,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,386,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,592,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,208,666 | CurrentTaxYearAmt |
| Total | $27,887,323 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,527,561 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,359,762 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $404,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $442,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $390,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $495,683 | CurrentTaxYearAmt |
| Total | $2,028,979 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125 | CurrentTaxYearAmt |
| Total | $62,932 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,979,234 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $53,769 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,983,251 | BeginningYearBalanceAmt |
| Contributions | $1,987,478 | ContributionsAmt |
| Investment Earnings Or Losses | -$290,177 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $29,680,552 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,063,424 | BeginningYearBalanceAmt |
| Contributions | $1,174,168 | ContributionsAmt |
| Investment Earnings Or Losses | -$254,341 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,983,251 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,841,647 | BeginningYearBalanceAmt |
| Contributions | $305,318 | ContributionsAmt |
| Investment Earnings Or Losses | -$83,541 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,063,424 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,152,449 | BeginningYearBalanceAmt |
| Contributions | $764,262 | ContributionsAmt |
| Investment Earnings Or Losses | -$75,064 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $26,841,647 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,253,185 | BeginningYearBalanceAmt |
| Contributions | $811,412 | ContributionsAmt |
| Investment Earnings Or Losses | $87,852 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $26,152,449 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,461 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,672 | DepreciationAmt |
| Book Value | $9,789 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,529 | DepreciationAmt |
| Book Value | $12,536 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,325 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM ACOMM | $5,309,890 |
| FUNDS HELD IN TRUST | $1,807,828 |
| PLEDGES RECEIVABLE | $2,016,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,133,850 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO PROVIDE BENEVOLENT CARE. |
| PART X, LINE 2: | ASBURY FOUNDATION 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CARING CLASSIC GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $207,885 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $187,945 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,940 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,340 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $13,457 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,526 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,416 | OtherDirectExpensesEvent1Amt |
| Event2 | INVERNESS SPRING FLING | Event2Nm |
| Gross Receipts Event2 | $160,838 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $138,393 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,445 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $5,720 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,835 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $118,165 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $99,190 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $18,975 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $5,519 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $5,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,444 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $486,888 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $425,528 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $61,360 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,340 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,457 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,765 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,695 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $68,957 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,597 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASBURY ATLANTIC INC | |||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 520607956 | 501(C)(3) | $1,175,109 | TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION. |
| INVERNESS VILLAGE | |||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 731539802 | 501(C)(3) | $170,618 | TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION. |
| ASBURY COMMUNITIES HCBS INC | |||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 450634490 | 501(C)(3) | $188 | TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION. |
| CALVERT COUNTY NURSING CENTER INC | |||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 520890928 | 501(C)(3) | $12,331 | TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AMV KEESE DINING SCHOLARSHIP | 16 | $28,000 |
| ASBURY SOLOMONS NURSING SCHOLARSHIP | 5 | $15,000 |
| BETHANY VILLAGE NURSING SCHOLARSHIP | 5 | $10,000 |
| INVERNESS VILLAGE NURSING SCHOLARSHIP | 5 | $4,941 |
| SPRINGHILL NURSING SCHOLARSHIP | 2 | $3,945 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS C MYERS | ||||||||||||||
| PRESIDENT | $0 | $261,011 | $0 | $41,648 | $0 | $1,352 | $0 | $10,900 | $0 | $15,953 | $0 | $330,864 | $0 | $0 |
| ANDREW JOSEPH | ||||||||||||||
| ASST. SECRETARY/ASST. TREASURER | $0 | $235,977 | $0 | $14,003 | $0 | $1,183 | $0 | $10,380 | $0 | $12,436 | $0 | $273,979 | $0 | $0 |
| RHONDA TERANTO | ||||||||||||||
| ASST. TREASURER | $0 | $203,582 | $0 | $13,048 | $0 | $1,873 | $0 | $9,355 | $0 | $11,309 | $0 | $239,167 | $0 | $0 |
| ANDREW JEANNERET | ||||||||||||||
| TREASURER | $0 | $335,169 | $0 | $11,168 | $0 | $1,727 | $0 | $8,062 | $0 | $12,931 | $0 | $369,057 | $0 | $0 |
| KIM EHRENFRIED | ||||||||||||||
| ASST. TREASURER | $0 | $204,740 | $0 | $12,207 | $0 | $662 | $0 | $9,392 | $0 | $14,496 | $0 | $241,497 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $502,763 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | FOUR DONORS CONTRIBUTED STOCK DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE DESCRIPTION | THE BENEVOLENT CARE PROGRAM ENABLES SENIORS IN NEED OF FINANCIAL SUPPORT TO LIVE WITH PEACE OF MIND THAT THEY WILL NOT BE DISCHARGED FROM AN ASBURY COMMUNITY IF THEY OUTLIVE THEIR FINANCIAL RESOURCES THROUGH NO FAULT OF THEIR OWN. IN 2018, ASBURY FOUNDATION PROVIDED $2,410,169 IN BENEVOLENT CARE ASSISTANCE TO RESIDENTS IN THE ASBURY COMMUNITIES, INC. SYSTEM. ADDITIONALLY, $7,267,786 WAS PROVIDED IN UNREIMBURSED SERVICES TO THOSE SERVED IN SKILLED NURSING. THE FOUNDATION RAISED $3,466,836 IN 2018 TO OFFSET THE COST OF BENEVOLENT CARE AND UNREIMBURSED SERVICES PROVIDED TO RESIDENTS IN NEED. DUE TO A DOWNTURN IN THE RETURN IN EQUITIES IN 2018, ENDOWMENT FUNDS DID NOT PROVIDE ADDITIONAL SUPPORT FOR THOSE SENIORS REQUIRING BENEVOLENT CARE. ASBURY FOUNDATION CONDUCTS CAPITAL CAMPAIGNS FOR RENOVATIONS OF BUILDINGS WHERE RESIDENT SERVICES ARE PROVIDED. IN 2018, ASBURY FOUNDATION RELEASED FROM RESTRICTION $953,572 IN CAPITAL SUPPORT TO HELP FUND SEVERAL PROJECTS. OF THIS TOTAL, APPROXIMATELY $80,000 RELATES TO VARIOUS PROJECTS AT ASBURY METHODIST VILLAGE INCLUDING THE FARM TO TABLE, PET ACTIVITY AND WELLNESS (PAWS) AND AVTV EQUIPMENT. $40,000 FUNDED THE RENOVATION OF THE RESIDENT LIBRARY AT ASBURY SOLOMONS. $125,000 WAS UTILIZED FOR STARTUP FUNDING FOR THE NEW BERNHARD AQUATIC THERAPY CENTER AT SPRINGHILL. $630,000 FUNDED CONTINUED RENOVATIONS OF THE INVERNESS SKILLED NURSING CENTER AND CONSTRUCT AN OUTDOOR LABYRINTH. $73,000 WAS UTILIZED FOR CONTINUED CAPITAL RENOVATIONS AT BETHANY VILLAGE. IN 2018, ASBURY FOUNDATION AWARDED $61,885 FOR SCHOLARSHIPS FOR 33 ASBURY ASSOCIATES. THE PRIMARY AREA OF SUPPORT WAS FOR ASSOCIATES PURSUING CAREERS IN HEALTH CARE. THESE SCHOLARSHIPS HELP ADDRESS A NATIONAL SHORTAGE IN QUALIFIED APPLICANTS FOR CAREERS IN HEALTH CARE. THE SCHOLARSHIPS EASE THE FINANCIAL BURDEN WORKING INDIVIDUALS FACE IN SPECIALIZED DEGREES OFTEN WHILE SUPPORTING FAMILIES. SCHOLARSHIPS ARE ALSO AWARDED TO ASSOCIATES PURSUING CAREERS OUTSIDE OF HEALTH CARE. |
| 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 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, CALVERT COUNTY NURSING CENTER, ASBURY COMMUNITIES HCBS, 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 | FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON THE WEBSITE. GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| 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 FOUNDATION, 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 AND 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 SUPPORTS THE MISSION OF THE NON PROFIT ENTITIES WITHIN THE ASBURY SYSTEM. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF GIFT ANNUITIES -252,390. FUNDRAISING LOSS 7,597. NET ASSETS RELEASED FROM RESTRICTION FOR PRUCHASE OF CAPITAL ITEMS -953,572. |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN OVERSIGHT PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ASBURY ATLANTIC INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 520607956 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | MD | 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 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 |
| 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 | HOME CARE 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 | 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| THE ASBURY GROUP INC | ||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 205038820 | MANAGEMENT SERVICES | DE | C | 0 |
| THE ASBURY GROUP INTEGRATED TECHNOLOGIES LLC | ||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 262896175 | INFOR & CNSLT SVCS | DE | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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