ASBURY FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ASBURY FOUNDATION INC (EIN 52-1862674)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-06
IRS object ID
201803109349300970
Schema version
2017v2.3
Note
A later return for the same period supersedes this one.
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-06T09:43:02-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11966 GREENSPRING DRIVE SUITE 300AddressLine1Txt
CityTIMONIUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210934161ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521862674EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASBURY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASBUBusinessNameControlTxt
Phone3012504050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15285 WESTVIEW DRIVE NO 200AddressLine1Txt
CityFREDERICKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21703ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIM EHRENFRIEDPersonNm
Person TitleASSISTANT TREASURERPersonTitleTxt
Phone3012504050PhoneNum
Signature2018-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN NORMANPreparerPersonNm
PTINP01506766PTIN
Phone4104530900PhoneNum
Preparation2018-10-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-25IPDt
IP Tm12:58:43IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1CC97E19E024F450F17B6EFDB094B1F77DAAE223AtSubmissionCreationDeviceId
At Submission Filing Device IdB59B1843968544A18F89CBE3DCE446A2629E2608AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDOUGLAS C MYERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15285 WESTVIEW DRIVE NO 200AddressLine1Txt
CityFREDERICKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21703ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,568,562GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THEASBURYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionSECURING CHARITABLE SUPPORT TO ENHANCE THE LIVES OF PERSONS SERVED BY ASBURY COMMUNITIES, INC. AND ITS SUPPORTED ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,386,645PYContributionsGrantsAmt
CY Contributions Grants$7,592,560CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$214,405PYInvestmentIncomeAmt
CY Investment Income$3,331,950CYInvestmentIncomeAmt
PY Other Revenue$2,922PYOtherRevenueAmt
CY Other Revenue$12,035CYOtherRevenueAmt
PY Total Revenue$5,603,972PYTotalRevenueAmt
CY Total Revenue$10,936,545CYTotalRevenueAmt
PY Grants And Similar Paid$4,059,426PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,706,120CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$380,940CYTotalFundraisingExpenseAmt
PY Other Expenses$327,512PYOtherExpensesAmt
CY Other Expenses$483,572CYOtherExpensesAmt
PY Total Expenses$4,386,938PYTotalExpensesAmt
CY Total Expenses$6,189,692CYTotalExpensesAmt
PY Revenues Less Expenses$1,217,034PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,746,853CYRevenuesLessExpensesAmt
Total Assets BOY$25,929,287TotalAssetsBOYAmt
Total Assets EOY$28,164,735TotalAssetsEOYAmt
Total Liabilities BOY$3,799,426TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,625,802TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,129,861NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,538,933NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSECURING CHARITABLE SUPPORT TO ENHANCE THE LIVES OF PERSONS SERVED BY ASBURY COMMUNITIES, INC. AND ITS SUPPORTED ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,804,450ExpenseAmt
Grant$5,706,120GrantAmt
DescASBURY FOUNDATION SUPORTS THE OVERALL CHARITABLE ACTIVITIES OF ASBURYATLANTIC, INC., ASBURY SOLOMONS, INC., INVERNESS VILLAGE, INC., CALVERTCOUNTY NURSING CENTER, INC., AND ASBURY COMMUNITIES, HCBS, INC. THROUGHITS CHARITABLE FUNDRAISING EFFORTS.ASBURY FOUNDATION RAISES FUNDS TO HELP UNDERWRITE 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$5,804,450TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW JEANNERET CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3012502100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15285 WESTVIEW DRIVE 200AddressLine1Txt
CityFREDERICKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21703ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
DENNIS YOCUM
CHAIR2.00Yes (X)Yes (X)$0$0$0
RICHARD STANG
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
DIXIE REPPE
DIRECTOR2.00Yes (X)$0$0$0
JOHN SCHULZE
DIRECTOR2.00Yes (X)$0$0$0
LEONA BACHRACH
DIRECTOR2.00Yes (X)$0$0$0
TITA HERSHNER EBERLY
DIRECTOR2.00Yes (X)$0$0$0
JONATHAN EBINGER
DIRECTOR2.00Yes (X)$0$0$0
BUD EDWARDS
DIRECTOR2.00Yes (X)$0$0$0
MARIA ROBERTS
DIRECTOR2.00Yes (X)$0$0$0
KATHRYN B GORRELL
DIRECTOR2.00Yes (X)$0$0$0
MEARLE GRIFFITH
DIRECTOR2.00Yes (X)$0$0$0
JEAN SEIBERT
DIRECTOR2.00Yes (X)$0$0$0
TIMOTHY TRISSLER
DIRECTOR2.00Yes (X)$0$0$0
DENNIS YOCUM
DIRECTOR2.00Yes (X)$0$0$0
MARY ANN MOREFIELD
DIRECTOR2.00Yes (X)$0$0$0
AURORA SEVILLA
DIRECTOR2.00Yes (X)$0$0$0
DOUGLAS C MYERS
PRESIDENT/DIRECTOR60.00Yes (X)Yes (X)$0$277,255$25,329
PEGGY CRESPI KAPLAN
SECRETARY1.00Yes (X)$0$368,404$22,06560.00
ANDREW JOSEPH
ASST. SECRETARY/ASST. TREA1.00Yes (X)$0$261,634$24,31062.00
KIM EHRENFRIED
ASST. TREASURER1.00Yes (X)$0$215,445$24,55262.00
RHONDA TERANTO
ASST. TREASURER1.00Yes (X)$0$237,315$22,21461.00
JD SHUMAN
ASST. SECRETARY-END 8/31/1760.00Yes (X)$0$141,284$17,545
ANDREW JEANNERNET
TREASURER1.00Yes (X)$0$265,960$7,68761.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,767,297TotReportableCompRltdOrgAmt
Total Other Compensation$143,702TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$349,500FundraisingAmt
All Other Contributions$7,243,060AllOtherContributionsAmt
Noncash Contributions$213,927NoncashContributionsAmt
Total Contributions$7,592,560TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$390,044TotalRevenueColumnAmt
Exclusion$390,044ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,503,761SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,561,192SecuritiesAmt
Other$663OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,942,569SecuritiesAmt
Other-$663OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,941,906TotalRevenueColumnAmt
Exclusion$2,941,906ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$67,258FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$349,500ContriRptFundraisingEventAmt
Fundraising Direct Expenses$70,162FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,904TotalRevenueColumnAmt
Exclusion-$2,904ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER OPERATING REVENUEDesc
Business623312BusinessCd
Total Revenue Column$14,939TotalRevenueColumnAmt
Exclusion$14,939ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$14,939OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,936,545TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,343,985ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,637,362TotalAmt
Program Services$5,637,362ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$68,758TotalAmt
Program Services$68,758ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,053TotalAmt
Management And General$1,053ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$278TotalAmt
Management And General$278ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,971TotalAmt
Management And General$2,971ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,700TotalAmt
Fundraising$2,700FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,072TotalAmt
Fundraising$1,072FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,855TotalAmt
Fundraising$22,855FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$271TotalAmt
Fundraising$271FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$315TotalAmt
Fundraising$315FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,512TotalAmt
Fundraising$10,512FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,440TotalAmt
Fundraising$9,440FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$944TotalAmt
Fundraising$944FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
TEMPORARY RESTRICTION E$308,110$308,110
SPECIAL PROGRAMS$98,330$98,330
BAD DEBT$5,493$5,493

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,228TotalAmt
Fundraising$19,228FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,189,692TotalAmt
Program Services$5,804,450ProgramServicesAmt
Management And General$4,302ManagementAndGeneralAmt
Fundraising$380,940FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$141,789BOYAmt
EOY$114,190EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$628,725BOYAmt
EOY$512,131EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,593BOYAmt
EOY$451EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$105,102LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$72,042LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$40,150BOYAmt
EOY$33,060EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,709,226BOYAmt
EOY$20,454,345EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,401,804BOYAmt
EOY$7,050,558EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,929,287BOYAmt
EOY$28,164,735EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,799,426BOYAmt
EOY$3,625,802EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,799,426BOYAmt
EOY$3,625,802EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$150,000BOYAmt
EOY$150,000EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,627,783BOYAmt
EOY$4,076,312EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,352,078BOYAmt
EOY$20,312,621EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,129,861BOYAmt
EOY$24,538,933EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,929,287BOYAmt
EOY$28,164,735EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,746,853ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,256,554NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,081,227OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,127,031CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,362,353CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,337,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,386,645CurrentTaxYearMinus1YearAmt
Current Tax Year$5,924,102CurrentTaxYearAmt
Total$27,137,230TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,127,031CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,362,353CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,337,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,386,645CurrentTaxYearMinus1YearAmt
Current Tax Year$5,924,102CurrentTaxYearAmt
Total$27,137,230TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,584,302SubstantialContributorsTotAmt
Public Support Total170$23,552,928PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$312,942CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$404,880CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$442,594CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$295,778CurrentTaxYearMinus1YearAmt
Current Tax Year$390,044CurrentTaxYearAmt
Total$1,846,238TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,228CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,133CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,507CurrentTaxYearMinus1YearAmt
Current Tax Year$14,939CurrentTaxYearAmt
Total$78,657TotalAmt
FieldValueIRS element (for citing)
Total Support$29,062,125TotalSupportAmt
Gross Receipts Rltd Activities$87,164GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81040PublicSupportCY170Pct
Public Support PY1700.83690PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,063,424BeginningYearBalanceAmt
Contributions$1,174,168ContributionsAmt
Investment Earnings Or Losses-$254,341InvestmentEarningsOrLossesAmt
End Year Balance$27,983,251EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,841,647BeginningYearBalanceAmt
Contributions$305,318ContributionsAmt
Investment Earnings Or Losses-$83,541InvestmentEarningsOrLossesAmt
End Year Balance$27,063,424EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,152,449BeginningYearBalanceAmt
Contributions$764,262ContributionsAmt
Investment Earnings Or Losses-$75,064InvestmentEarningsOrLossesAmt
End Year Balance$26,841,647EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,253,185BeginningYearBalanceAmt
Contributions$811,412ContributionsAmt
Investment Earnings Or Losses$87,852InvestmentEarningsOrLossesAmt
End Year Balance$26,152,449EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,933,559BeginningYearBalanceAmt
Contributions$1,471,653ContributionsAmt
Investment Earnings Or Losses-$152,028InvestmentEarningsOrLossesAmt
End Year Balance$25,253,185EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,461OtherCostOrOtherBasisAmt
Depreciation$27,526DepreciationAmt
Book Value$13,935BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$63,641OtherCostOrOtherBasisAmt
Depreciation$44,516DepreciationAmt
Book Value$19,125BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$33,060TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DUE FROM ACOMM$3,222,725
FUNDS HELD IN TRUST$1,917,115
PLEDGES RECEIVABLE$1,910,718
FieldValueIRS element (for citing)
Total Book Value Other Assets$7,050,558TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,668,926TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,256,554NetUnrealizedGainsInvstAmt
Other Revenue-$1,011,065OtherRevenueAmt
Revenue Not Reported-$2,267,619RevenueNotReportedAmt
Revenue Subtotal$10,936,545RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,936,545TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,259,854TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$70,162OtherExpensesIncludedAmt
Expenses Not Reported$70,162ExpensesNotReportedAmt
Expenses Subtotal$6,189,692ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,189,692TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:NET ASSETS RELEASED FROM RESTRICTION -800,344. CHANGE IN VALUE-CHARITABLE GIFT ANNUITY -213,625. FUNDRAISING LOSS 2,904.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT EXPENSES FROM FUNDRAISING EVENTS 70,162.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CARING CLASSIC GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$206,650GrossReceiptsEvent1Amt
Charitable Contri Event1$172,140CharitableContriEvent1Amt
Gross Revenue Event1$34,510GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,200NonCashPrizesEvent1Amt
Rent Facility Costs Event1$11,089RentFacilityCostsEvent1Amt
Food And Beverage Event1$15,664FoodAndBeverageEvent1Amt
Entertainment Event1$3,200EntertainmentEvent1Amt
Other Direct Expenses Event1$16,502OtherDirectExpensesEvent1Amt
Event2INVERNESS SPRING FLINGEvent2Nm
Gross Receipts Event2$113,797GrossReceiptsEvent2Amt
Charitable Contri Event2$95,212CharitableContriEvent2Amt
Gross Revenue Event2$18,585GrossRevenueEvent2Amt
Food And Beverage Event2$5,856FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$5,400OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$96,311GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$82,148CharitableContriOtherEventsAmt
Gross Revenue Other Events$14,163GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$200NonCashPrizesOtherEventsAmt
Food And Beverage Other Events$1,313FoodAndBeverageOtherEventsAmt
Entertainment Other Events$5,425EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$4,313OthDirectExpnssOtherEventsAmt
Gross Receipts Total$416,758GrossReceiptsTotalAmt
Charitable Contributions Tot$349,500CharitableContributionsTotAmt
Gross Revenue Total Events$67,258GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,400NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$11,089RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$22,833FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,625EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$26,215OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$70,162DirectExpenseSummaryEventsAmt
Net Income Summary-$2,904NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ASBURY ATLANTIC INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703520607956501(C)(3)$4,672,054TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.
INVERNESS VILLAGE
5285 WESTVIEW DRIVE 200FREDERICKMD21703731539802501(C)(3)$492,044TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.
ASBURY COMMUNITIES HCBS INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703450634490501(C)(3)$9,020TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.
CALVERT COUNTY NURSING CENTER INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703520890928501(C)(3)$19,017TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.
ASBURY SOLOMONS INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703521862675501(C)(3)$445,227TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
AMV KEESE DINING SCHOLARSHIP23$34,500
ASBURY SOLOMONS NURSING SCHOLARSHIP6$20,500
BETHANY VILLAGE NURSING SCHOLARSHIP7$7,345
INVERNESS VILLAGE NURSING SCHOLARSHIP5$1,763
SPRINGHILL NURSING SCHOLARSHIP1$4,650

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DOUGLAS C MYERS
PRESIDENT/DIRECTOR$0$255,668$0$20,314$0$1,273$0$10,600$0$14,729$0$302,584$0$0
PEGGY CRESPI KAPLAN
SECRETARY$0$334,915$0$25,316$0$8,173$0$10,600$0$11,465$0$390,469$0$0
ANDREW JOSEPH
ASST. SECRETARY/ASST. TREA$0$244,738$0$15,750$0$1,146$0$10,600$0$13,710$0$285,944$0$0
KIM EHRENFRIED
ASST. TREASURER$0$199,770$0$15,032$0$643$0$9,323$0$15,229$0$239,997$0$0
RHONDA TERANTO
ASST. TREASURER$0$217,078$0$18,410$0$1,827$0$9,922$0$12,292$0$259,529$0$0
JD SHUMAN
ASST. SECRETARY-END 8/31/17$0$140,939$0$125$0$220$0$7,018$0$10,527$0$158,829$0$0
ANDREW JEANNERNET
TREASURER$0$215,133$0$50,000$0$827$0$0$0$7,687$0$273,647$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$213,927NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4A, PROGRAM SERVICE DESCRIPTIONTHE BENEVOLENT CARE PROGRAM ENABLES SENIORS IN NEED OF FINANCIAL SUPPORT TO LIVE WITH PEACE OF MIND THAT THEIR HOUSING, SERVICE, AND HEALTH CARE NEEDS ARE MET. IN 2017, ASBURY FOUNDATION PROVIDED $2,996,620 IN BENEVOLENT CARE ASSISTANCE TO RESIDENTS IN THE ASBURY COMMUNITIES, INC. SYSTEM. ADDITIONALLY, $8,047,500 WAS PROVIDED IN UNREIMBURSED SERVICES TO THOSE SERVED IN SKILLED NURSING. THE FOUNDATION RAISED $3,791,249 IN 2017 TO OFFSET THE COST OF BENEVOLENT CARE AND UNREIMBURSED SERVICES PROVIDED TO RESIDENTS IN NEED. ENDOWMENT FUNDS IN THE ASBURY SYSTEM PROVIDED AN ADDITIONAL $2,090,272 IN ASSISTANCE. ASBURY FOUNDATION CONDUCTS CAPITAL CAMPAIGNS FOR RENOVATIONS OF BUILDINGS WHERE RESIDENT SERVICES ARE PROVIDED. IN 2017, ASBURY FOUNDATION RELEASED FROM RESTRICTION $800,344 IN CAPITAL SUPPORT TO HELP FUND SEVERAL RESIDENT LIFE PROJECTS. AT BETHANY VILLAGE, FUNDS WERE SECURED AND RELEASED TO BUILD THE RICHARD D. RIFE COMMUNITY CENTER. THE COMMUNITY CENTER SERVES AS A CENTRAL HUB TO SUPPORT WELLNESS PROGRAMMING AT BETHANY VILLAGE, A CONTINUING CARE RETIREMENT COMMUNITY IN MECHANICSBURG, PA SERVING 700 OLDER ADULTS, AND THE RESIDENTS OF BETHANY TOWERS, A HUD LOW INCOME HOUSING FACILITY FOR SENIORS LOCATED AT THE ENTRY TO BETHANY VILLAGE. THE COMMUNITY CENTER IS OPEN FOR USE BY COMMUNITY GROUPS IN CENTRAL PENNSYLVANIA. THE FOUNDATION HAS ALSO UNDERTAKEN A CAPITAL CAMPAIGN AT SPRINGHILL, A CCRC LOCATED IN ERIE, PA. THE CAMPAIGN IS SECURING SUPPORT FOR A THERAPEUTIC AQUATIC THERAPY CENTER TO SUPPORT WELLNESS FOR THE SENIORS SERVED AT SPRINGHILL. ADDITIONALLY, AN OUTDOOR RECREATION CENTER WILL BE FUNDED BY THE CAMPAIGN. AT INVERNESS VILLAGE IN TULSA, OKLAHOMA, THE COMPASSIONATE CARING CAMPAIGN WAS CONDUCTED TO ENHANCE RESIDENT CENTERED CARE IN ASSISTED LIVING AND SKILLED NURSING. IN 2017, ASBURY FOUNDATION AWARDED $52,300 FOR SCHOLARSHIPS FOR 42 ASBURY ASSOCIATES. THE PRIMARY AREA OF SUPPORT WAS FOR ASSOCIATES PURSUING CAREERS IN HEALTH CARE. THESE SCHOLARSHIPS HELP ASBURY MEET 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 1THE 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 7BONLY CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO ASBURY COMMUNITIES 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 11BASBURY 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 AND COMPLIANCE COMMITTEE. THE ASBURY COMMUNITIES, INC. BOARD OF DIRECTORS HAS DELEGATED A REVIEW OF THE FORM 990 TO THE SYSTEM AUDIT AND COMPLIANCE COMMITTEE WHICH PERFORMED THEIR REVIEW ON 9/27/18. 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 AND COMPLIANCE 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 AND COMPLIANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 AUDIT AND COMPLIANCE COMMITTEE. A REPORT WAS MADE TO THE BOARD THAT THERE WERE NO CONFLICTS DURING 2017. 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 PROTOCAL OUTLINED IN THE CONFLICT OF INTEREST POLICIES AND PROCEDURES.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION COMMITTEE MEETS WITH THE INDEPENDENT COMPENSATION CONSULTANT, AND BASED ON INFORMATION PROVIDED TO THE COMMITTEE MAKES RECOMMENDATIONS REGARDING COMPENSATION AND BENEFITS TO THE EXECUTIVE COMMITTEE WHICH IS CHARGED BY THE FULL BOARD WITH DECISIONS REGARDING COMPENSATION. THE INDEPENDENT COMPENSATION CONSULTANTS AND ATTORNEY ARE ALSO PRESENT AT THE MEETING OF THE EXECUTIVE COMMITTEE AT WHICH THE EXECUTIVE COMMITTEE CONSIDERS THE RECOMMENDATION OF THE COMPENSATION COMMITTEE. AT THIS MEETING THE EXECUTIVE COMMITTEE RECEIVES ALL OF THE SAME INFORMATION WHICH WAS PRESENTED TO THE COMPENSATION COMMITTEE AND HAS THE OPPORTUNITY TO ASK QUESTIONS AND EVALUATE THE MATERIALS. THE FULL BOARD(S) OF ASBURY COMMUNITIES HAS A PRESENTATION ONCE A YEAR ON EXECUTIVE COMPENSATION AND BENEFITS. THE PRESIDENT IS PRESENT TO GIVE BOARD MEMBERS AN OPPORTUNITY TO ASK QUESTIONS AND TO PROVIDE SALARIES AND GRADE LEVELS FOR THEIR REVIEW. THE SYSTEM WIDE COMPENSATION COMMITTEE IS COMPOSED OF 5 VOTING MEMBERS, THE VICE-PRESIDENT OF HUMAN RESOURCES (NON-VOTING), A RETAINED ATTORNEY (NON-VOTING; RECORDS PROCEEDINGS IN MINUTES), AND IS ADVISED BY SULLIVAN COTTER (A COMPENSATION CONSULTING FIRM). THE COMPENSATION COMMITTEE HAS DEVELOPED AND USES A COMPENSATION PHILOSOPHY DOCUMENT WHICH ESTABLISHES GUIDELINES FOR COMPENSATION AND IDENTIFIES COMPARABLE DATA. THE COMMITTEE HOLDS A MINIMUM OF 4 MEETINGS EACH YEAR. AT THE FALL MEETING THEY REVIEW SULLIVAN COTTER DATA AND REPORTS IN ORDER TO MAKE RECOMMENDATIONS REGARDING SALARIES AND BENEFITS. THIS ANNUAL REVIEW ALSO ENSURES COMPLIANCE WITH IRS INTERMEDIATE SANCTIONS REQUIREMENTS. THE BOARD OF DIRECTORS ULTIMATELY REVIEWS/APPROVES/ AND OR ADJUSTS RECOMMENDATIONS FROM THE COMPENSATION COMMITTEE AND SETS COMPENSATION. THE PROCESS WAS LAST REVIEWED IN 2017.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL 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 ATHE 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 2,500 TOTAL EMPLOYEES IN THE ASBURY COMMUNITIES, INC. SYSTEM. THE 2017 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES OF $248.9 AND MILLION AND TOTAL ASSETS IN EXCESS OF $660 MILLION.
FORM 990, PART VII, SECTION ABEGINNING 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 -213,625. RELEASED OF RESTRICTION -800,344. FUNDRAISING EXPENSES -70,162. FUNDRAISING LOSS 2,904.
FORM 990, PART XII, LINE 2CTHERE HAS BEEN NO CHANGE IN OVERSIGHT PROCESS FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ASBURY ATLANTIC INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703520607956HOUSING AND HEALTHCARE FOR OLDER ADULTSMD501(C)(3)LINE 10ASBURY COMMUNITIES INC0
ASBURY SOLOMONS INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703521862675HOUSING AND HEALTHCARE FOR OLDER ADULTSMD501(C)(3)LINE 10ASBURY COMMUNITIES INC0
ASBURY COMMUNITIES INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703521862677MANAGEMENT SERVICESMD501(C)(3)LINE 12C, III-FI0
INVERNESS VILLAGE
5285 WESTVIEW DRIVE 200FREDERICKMD21703731539802HOUSING AND HEALTHCARE FOR OLDER ADULTSOK501(C)(3)LINE 10ASBURY COMMUNITIES INC0
AFFILIATED ASSOCIATES INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703510426078EMPLOYEE PAYMASTER COMPANYMD501(C)(3)LINE 12C, III-FIASBURY COMMUNITIES INC0
ASBURY COMMUNITIES HCBS INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703450634490HOME CARE FOR OLDER ADULTSMD501(C)(3)LINE 10ASBURY COMMUNITIES INC0
CALVERT COUNTY NURSING CENTER INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703520890928HOUSING AND HEALTHCARE FOR OLDER ADULTSMD501(C)(3)LINE 10ASBURY COMMUNITIES INC0
ASBURY INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703620630670HOUSING AND HEALTHCARE FOR OLDER ADULTSTN501(C)(3)LINE 10ASBURY COMMUNITIES INC0
BETHANY DEVELOPMENT CORPORATION
335 WESLEY DRIVEMECHANICSBURGPA17055232078064HOUSING FOR OLDER ADULTSPA501(C)(3)LINE 10ASBURY COMMUNITIES INC0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
THE ASBURY GROUP INC
5285 WESTVIEW DRIVE 200FREDERICKMD21703205038820MANAGEMENT SERVICESDEC0
THE ASBURY GROUP INTEGRATED TECHNOLOGIES LLC
5285 WESTVIEW DRIVE 200FREDERICKMD21703262896175INFOR & CNSLT SVCSDEC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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