ASBURY COMMUNITIES INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY COMMUNITIES INC (EIN 52-1862677)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201713149349302861
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T13:26:51-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521862677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASBU | BusinessNameControlTxt |
| Phone | 3012502100 | 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 TREASURER | PersonTitleTxt |
| Phone | 3012502100 | PhoneNum |
| Signature | 2017-11-09 | 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 | 2017-11-09 | 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 | 2017-11-09 | IPDt |
| IP Tm | 10:08:08 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54D5E4BA1470F8C36BA6B05316F79CBB30854ABE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BA538626596D3EF442D575632A9DFA3536DD11CA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DOUG LEIDIG | 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 | $20,864,552 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASBURY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO DO ALL THE GOOD WE CAN BY PROVIDING EXCEPTIONAL LIFESTYLE OPPORTUNITIES TO THOSE WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 77 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $6,304 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,538,381 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,740,400 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,285,755 | PYInvestmentIncomeAmt |
| CY Investment Income | $358,743 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,824,136 | PYTotalRevenueAmt |
| CY Total Revenue | $11,099,143 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,455,988 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,338,985 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,256,928 | PYOtherExpensesAmt |
| CY Other Expenses | $2,661,495 | CYOtherExpensesAmt |
| PY Total Expenses | $13,712,916 | PYTotalExpensesAmt |
| CY Total Expenses | $13,000,480 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,888,780 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,901,337 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,918,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,434,721 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,798,346 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,033,887 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,120,057 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,400,834 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO DO ALL THE GOOD WE CAN BY PROVIDING EXCEPTIONAL LIFESTYLE OPPORTUNITIES TO THOSE WE SERVE. AS THE NOT-FOR-PROFIT PARENT OF THE ASBURY SYSTEM, WE GUIDE OUR COMMUNITIES AND AFFILIATED ORGANIZATIONS IN PROVIDING THE BEST POSSIBLE EXPERIENCE FOR THE OLDER ADULTS WE SERVE, AS WELL AS FAMILIES, EMPLOYEES, VOLUNTEERS AND PARTNERS. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,405,277 | ExpenseAmt |
| Revenue | $10,740,400 | RevenueAmt |
| Desc | PROVIDED ADMINISTRATIVE AND MANAGEMENT SERVICES TO SUPPORTED ORGANIZATIONS LOCATED IN PENNSYLVANIA, OKLAHOMA, TENNESSEE AND MARYLAND. THESE SUPPORTED ORGANIZATIONS ARE CONTINUING CARE RETIREMENT COMMUNITIES WHICH INCLUDE RESIDENTIAL LIVING UNITS FOR OLDER ADULTS, ASSISTED LIVING UNITS AND SKILLED NURSING FACILITIES. IN ADDITION, ASBURY COMMUNITIES, INC. PROVIDES MANAGEMENT SERVICES TO ASBURY COMMUNITIES HCBS, INC. WHICH PROVIDES HOME CARE AND HOME HEALTH CARE SERVICES FOR OLDER ADULTS. ALL OF THE SUPPORTED ORGANIZATIONS ARE NOT FOR PROFIT 501 (C) (3) TAX EXEMPT ORGANIZATIONS. A PORTION OF THE $10.7M ASBURY COMMUNITIES REVENUE IS FOR MANAGEMENT SERVICES CONTRACTED TO AND PAID FOR BY THE ASBURY GROUP, INC., A WHOLLY OWNED SUBSIDIARY OF ASBURY COMMUNITES, INC. | Desc |
| Total Program Service Expenses | $11,405,277 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 330 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 77 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| CAROLYN STAMATAKIS | |||||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BOYD | |||||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ELLEN M GOITA | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| FREDERICK DOGGETT | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR ROBERT BURKE | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS HOLETS | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOU GRAMMES | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MEARLE L GRIFFITH | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROCHELLE L KROWINSKI | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY ORTMEYER KUHN | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA NEUMAN | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNICE CODY | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF ERNICO | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOWELL STARLING | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUG LEIDIG | |||||||||
| PRESIDENT | 55.00 | Yes (X) | $552,887 | $0 | $24,765 | 7.00 | |||
| PEGGY CRESPI KAPLAN | |||||||||
| VP, ASST. SECRETARY | 55.00 | Yes (X) | $365,436 | $0 | $21,001 | 8.00 | |||
| ANDREW JOSEPH | |||||||||
| ASST. SECRETARY | 55.00 | Yes (X) | $230,942 | $0 | $22,239 | 8.00 | |||
| MICHAEL CONNELL | |||||||||
| VP, TREASURER END 8/31/16 | 55.00 | Yes (X) | $433,625 | $0 | $24,268 | 7.00 | |||
| KIM EHRENFRIED | |||||||||
| ASST. TREASURER | 55.00 | Yes (X) | $210,699 | $0 | $22,287 | 8.00 | |||
| SUE DACAMARA | |||||||||
| COO | 55.00 | Yes (X) | $434,981 | $0 | $21,001 | 6.00 | |||
| RHONDA TERANTO | |||||||||
| ASST. TREASURER | 60.00 | Yes (X) | $226,643 | $0 | $21,986 | 1.00 | |||
| CHIP BURNS | |||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $316,965 | $20,610 | 60.00 | |||
| MELISSA HADLEY | |||||||||
| REGIONAL VP OF OPERATIONS | 60.00 | $268,920 | $0 | $22,655 | 2.00 | Yes (X) | |||
| MIKE REYNOLDS | |||||||||
| DIRECTOR PROJECT DEVELOPM | 60.00 | $258,250 | $0 | $23,034 | Yes (X) | ||||
| ROBIN STERN | |||||||||
| REGIONAL DIRECTOR OF OPS | 55.00 | $214,584 | $0 | $21,561 | 4.00 | Yes (X) | |||
| JONATHAN MORRISON | |||||||||
| DIRECTOR BUSINESS INFO SYS | 50.00 | $193,368 | $0 | $21,154 | Yes (X) | ||||
| TARA MCDANIEL | |||||||||
| VP STRATEGIC COMMUNICATIONS | 50.00 | $186,608 | $0 | $19,569 | Yes (X) | ||||
| ANN GILLESPIE | |||||||||
| VICE PRESIDENT END 10/2/2015 | 0.00 | $276,005 | $0 | $1,079 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,852,948 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $316,965 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $287,209 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SULLIVAN COTTER & ASSOCIATES | |||||
| 200 BAR HARBOR DRIVE SUITE 400 | CONSHOHOCKEN | PA | 19428 | COMPENSATION ADVISORY SERVICES | $105,982 |
| VARSITY MARKETING LLC | |||||
| 532 NORTH FRONT STREET | WORMLEYSBURG | PA | 17043 | MARKETING SERVICES | $102,269 |
| STANTON COMMUNICATIONS | |||||
| 1150 CONNECTICUT AVE NW SUITE 81 | WASHINGTON | DC | 20036 | COMMUNICATION SERVICES | $100,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $10,740,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,740,400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,740,400 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $522,669 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,304 | UnrelatedBusinessRevenueAmt |
| Exclusion | $516,365 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,601,483 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,765,409 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$163,926 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$163,926 | TotalRevenueColumnAmt |
| Exclusion | -$163,926 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,099,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,740,400 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,304 | UnrelatedBusinessRevenueAmt |
| Exclusion | $352,439 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,612,760 | TotalAmt |
| Program Services | $2,035,108 | ProgramServicesAmt |
| Management And General | $577,652 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,312,613 | TotalAmt |
| Program Services | $6,136,885 | ProgramServicesAmt |
| Management And General | $175,728 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,241 | TotalAmt |
| Program Services | $214,100 | ProgramServicesAmt |
| Management And General | $143,141 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,715 | TotalAmt |
| Program Services | $464,866 | ProgramServicesAmt |
| Management And General | $104,849 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,656 | TotalAmt |
| Program Services | $465,187 | ProgramServicesAmt |
| Management And General | $21,469 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,846 | TotalAmt |
| Management And General | $86,846 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,603 | TotalAmt |
| Management And General | $79,603 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,976 | TotalAmt |
| Program Services | $584,783 | ProgramServicesAmt |
| Management And General | $28,193 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,109 | TotalAmt |
| Program Services | $103,593 | ProgramServicesAmt |
| Management And General | $516 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,282 | TotalAmt |
| Program Services | $701,313 | ProgramServicesAmt |
| Management And General | $61,969 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,875 | TotalAmt |
| Program Services | $12,875 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,491 | TotalAmt |
| Program Services | $2,491 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,725 | TotalAmt |
| Program Services | $247,020 | ProgramServicesAmt |
| Management And General | $27,705 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,972 | TotalAmt |
| Management And General | $182,972 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,869 | TotalAmt |
| Program Services | $51,869 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $115,176 | $97,583 | $17,593 |
| BUSINESS MEALS | $83,700 | $77,456 | $6,244 |
| EDUCATION AND TRAINING | $56,209 | $50,176 | $6,033 |
| SPECIAL PROGRAMS | $15,090 | $13,539 | $1,551 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,572 | TotalAmt |
| Program Services | $146,433 | ProgramServicesAmt |
| Management And General | $73,139 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,000,480 | TotalAmt |
| Program Services | $11,405,277 | ProgramServicesAmt |
| Management And General | $1,595,203 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,052 | BOYAmt |
| EOY | $5,977,605 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,427 | BOYAmt |
| EOY | $255,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,098,867 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,316,555 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,340 | BOYAmt |
| EOY | $782,312 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,660,845 | BOYAmt |
| EOY | $28,972,344 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,373,739 | BOYAmt |
| EOY | $2,447,233 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,918,403 | BOYAmt |
| EOY | $38,434,721 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,684,012 | BOYAmt |
| EOY | $16,987,719 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,334 | BOYAmt |
| EOY | $46,168 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,798,346 | BOYAmt |
| EOY | $17,033,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,120,057 | BOYAmt |
| EOY | $21,400,834 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,120,057 | BOYAmt |
| EOY | $21,400,834 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,918,403 | BOYAmt |
| EOY | $38,434,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,901,337 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $803,273 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$621,159 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 7 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (7 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ASBURY ATLANTIC INC | ||||
| 520607956 | 10 | Yes (1) | $0 | $0 |
| ASBURY SOLOMONS INC | ||||
| 521862675 | 10 | Yes (1) | $0 | $0 |
| INVERNESS VILLAGE | ||||
| 731539802 | 10 | Yes (1) | $0 | $0 |
| ACOMM HCBS INC | ||||
| 450634490 | 10 | Yes (1) | $0 | $0 |
| ASBURY FOUNDATION INC | ||||
| 521862674 | 7 | Yes (1) | $0 | $0 |
| CALVERT COUNTY NURSING CENTER INC | ||||
| 520890928 | 10 | Yes (1) | $0 | $0 |
| ASBURY INC | ||||
| 620630670 | 10 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 7 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 5A | (I) ASBURY, INC. (ASBURY PLACE) EIN# 62-0630670 (II) ON AUGUST 1, 2016, ASBURY, INC. (ASBURY PLACE), A TAX-EXEMPT, TENNESSEE NON-STOCK CORPORATION, BECAME AN AFFILIATE OF ASBURY COMMUNITIES (ACOMM), WITH ACOMM SERVING AS THE SUPPORTING ORGANIZATION OF ASBURY PLACE. ASBURY PLACE, WHICH OWNS CONTINUING CARE RETIREMENT COMMUNITIES IN MARYVILLE AND KINGSPORT, TENNESSEE, SERVES APPROXIMATELY 600 OLDER ADULTS WHILE EMPLOYING MORE THAN 400 ASSOCIATES. ACOMM'S AFFILIATION WITH ASBURY PLACE BRINGS TOGETHER TWO MISSION-DRIVEN ORGANIZATIONS COMMITTED TO SERVING OLDER ADULTS. (III) ARTICLE SECOND ON THE ARTICLES OF INCORPORATION (IV) AFFILIATION |
| SCHEDULE A, PART I, LINE 11G, COLUMN VI | ASBURY COMMUNITIES, INC. PROVIDES SUPPORT THROUGH ITS EXECUTIVE MANAGEMENT FUNCTIONS AS WELL AS POLICY AND OVERALL GUIDANCE TO ITS SUPPORTED ORGANIZATIONS, ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AN OKLAHOMA NOT-FOR-PROFIT CORPORATION, ASBURY COMMUNITIES HCBS, INC., ASBURY FOUNDATION, INC, ASBURY, INC., AND CALVERT COUNTY NURSING CENTER, INC. THESE SERVICES INCLUDE FINANCE, LEGAL, ACCOUNTING, HUMAN RESOURCES, COMMUNICATIONS, INFORMATION TECHNOLOGY, GOVERNANCE SUPPORT AND MARKETING SUPPORT TO THE SUPPORTED ORGANIZATIONS NOTED ABOVE. ASBURY COMMUNITIES, INC. HAS A MANAGEMENT SERVICES AGREEMENT WITH ITS SUPPORTED ORGANIZATIONS WHICH OUTLINES THE MANAGEMENT SERVICES PROVIDED. FOR THE PURPOSE OF SCHEDULE A PART I LINE 11G(VI), THE AMOUNT OF OTHER SUPPORT HAS NOT BEEN ATTRIBUTED TO ANY OF THE INDIVIDUAL SUPPORTED ORGANIZATIONS. HOWEVER, THE ORGANIZATION DOES BELIEVE THE AMOUNT OF SUPPORT PROVIDED TO THESE ENTITIES IS $12,377,347, A PORTION OF WHICH ASBURY COMMUNITIES IS REIMBURSED FOR. ALSO INCLUDED IN TOTAL EXPENSES IS $623,133 OF SUPPORT PROVIDED TO THE ASBURY GROUP, INC. FOR WHICH ASBURY COMMUNITIES IS REIMBURSED. THE TOTAL OF THESE AMOUNTS EQUALS $13,000,480 - TOTAL EXPENSE REPORTED IN PART IX IN THE FORM 990. |
| SCHEDULE A, PART IV, SECTION E, LINE 1A | ASBURY COMMUNITIES, INC. PROVIDES SERVICES TO ITS SUPPORTED ORGANIZATIONS WHICH WOULD OTHERWISE HAVE TO BE PROVIDED. THE SERVICES THEY RECEIVE FROM ASBURY COMMUNITIES ARE FINANCE, LEGAL, ACCOUNTING, HUMAN RESOURCES, COMMUNICATIONS, INFORMATION TECHNOLOGY, GOVERNANCE SUPPORT AND MARKETING SUPPORT. |
| SCHEDULE A, PART IV, SECTION E, LINE 2A | SEE DISCLOSURE FOR SCHEDULE A, PART IV, SECTION E, LINE 1A. |
| SCHEDULE A, PART IV, SECTION E, LINE 2B | SEE DISCLOSURE FOR SCHEDULE A, PART IV, SECTION E, LINE 1A. |
| SCHEDULE A, PART IV, SECTION E, LINE 3A | THE ORGANIZATION'S BOARD OF DIRECTORS ELECTS DIRECTORS OF SUPPORTED ORGANIZATIONS ON AN ANNUAL BASIS. |
| SCHEDULE A, PART IV, SECTION D, LINE 3 | THE FINANCE COMMITTEE, WHICH HAS VOTING REPRESENTATION FROM THE SUPPORTED ORGANIZATIONS' BOARD MEMBERS, MAKES INVESTMENT RECOMMENDATIONS AND RECOMMENDATIONS ON FINANCIAL MATTERS AND REVIEWS ALL OF THE BUDGETS OF THE VARIOUS ENTITIES IN THE ASBURY SYSTEM PRIOR TO THESE MATTERS BEING PRESENTED TO THE BOARD OF THE SUPPORTING AND/OR SUPPORTED ORGANIZATIONS FOR ACTION. TO DATE THE RECOMMENDATIONS OF THE FINANCE COMMITTEE HAVE BEEN FOLLOWED IN ALL INSTANCES. |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,030,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,316,555 | DepreciationAmt |
| Book Value | $714,339 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,973 | OtherCostOrOtherBasisAmt |
| Book Value | $67,973 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $782,312 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM (TO) SUPPORTED ORGANIZATIONS | -$2,651,522 |
| DEPOSITS | $822,579 |
| OTHER RECEIVABLES | $10,410 |
| DUE FROM THE ASBURY GROUP, INC. | $2,390,316 |
| INVESTMENT IN THE ASBURY GROUP, INC. | $1,291,616 |
| RELATED PARTY LOAN- TAG IT | $583,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,447,233 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,902,416 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $803,273 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $803,273 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,099,143 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,099,143 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,621,639 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $621,159 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $621,159 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,000,480 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,000,480 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACOMM AND AFFILIATES, EXCEPT TAG, ARE 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. TAG AND RELATED ENTITIES ARE ORGANIZED AS FOR-PROFIT ENTITIES AND ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. INCOME TAXES FOR TAG AND RELATED ENTITIES ARE RECORDED AS DEFERRED TAX ASSETS AND INCLUDED IN OTHER RECEIVABLES AND PREPAID EXPENSES IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS TO REFLECT TEMPORARY BOOK AND TAX DIFFERENCES. 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. THE TAX RETURNS FOR THE YEARS 2013 TO 2015 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. |
| PART XII, LINE 2D - RECONCILING ITEM: | TRANSFERS TO SUPPORTED ORGANIZATIONS 621,159 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| 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 | Yes (1) | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUG LEIDIG | ||||||||||||||
| PRESIDENT | $471,909 | $0 | $66,422 | $0 | $14,556 | $0 | $10,600 | $0 | $14,165 | $0 | $577,652 | $0 | $0 | $0 |
| PEGGY CRESPI KAPLAN | ||||||||||||||
| VP, ASST. SECRETARY | $327,885 | $0 | $26,685 | $0 | $10,866 | $0 | $10,600 | $0 | $10,401 | $0 | $386,437 | $0 | $0 | $0 |
| ANDREW JOSEPH | ||||||||||||||
| ASST. SECRETARY | $206,990 | $0 | $15,290 | $0 | $8,662 | $0 | $8,074 | $0 | $14,165 | $0 | $253,181 | $0 | $0 | $0 |
| MICHAEL CONNELL | ||||||||||||||
| VP, TREASURER END 8/31/16 | $281,488 | $0 | $26,428 | $0 | $125,709 | $0 | $10,103 | $0 | $14,165 | $0 | $457,893 | $0 | $0 | $0 |
| KIM EHRENFRIED | ||||||||||||||
| ASST. TREASURER | $192,068 | $0 | $14,523 | $0 | $4,108 | $0 | $8,122 | $0 | $14,165 | $0 | $232,986 | $0 | $0 | $0 |
| SUE DACAMARA | ||||||||||||||
| COO | $388,747 | $0 | $27,771 | $0 | $18,463 | $0 | $10,600 | $0 | $10,401 | $0 | $455,982 | $0 | $0 | $0 |
| RHONDA TERANTO | ||||||||||||||
| ASST. TREASURER | $190,288 | $0 | $14,454 | $0 | $21,901 | $0 | $8,506 | $0 | $13,480 | $0 | $248,629 | $0 | $0 | $0 |
| CHIP BURNS | ||||||||||||||
| VICE PRESIDENT | $0 | $306,099 | $0 | $0 | $0 | $10,866 | $0 | $10,209 | $0 | $10,401 | $0 | $337,575 | $0 | $0 |
| MELISSA HADLEY | ||||||||||||||
| REGIONAL VP OF OPERATIONS | $248,971 | $0 | $9,654 | $0 | $10,295 | $0 | $9,490 | $0 | $13,165 | $0 | $291,575 | $0 | $0 | $0 |
| MIKE REYNOLDS | ||||||||||||||
| DIRECTOR PROJECT DEVELOPM | $227,088 | $0 | $16,795 | $0 | $14,367 | $0 | $9,869 | $0 | $13,165 | $0 | $281,284 | $0 | $0 | $0 |
| ROBIN STERN | ||||||||||||||
| REGIONAL DIRECTOR OF OPS | $197,393 | $0 | $7,360 | $0 | $9,831 | $0 | $7,973 | $0 | $13,588 | $0 | $236,145 | $0 | $0 | $0 |
| JONATHAN MORRISON | ||||||||||||||
| DIRECTOR BUSINESS INFO SYS | $175,683 | $0 | $13,333 | $0 | $4,352 | $0 | $7,566 | $0 | $13,588 | $0 | $214,522 | $0 | $0 | $0 |
| TARA MCDANIEL | ||||||||||||||
| VP STRATEGIC COMMUNICATIONS | $169,417 | $0 | $7,355 | $0 | $9,836 | $0 | $7,404 | $0 | $12,165 | $0 | $206,177 | $0 | $0 | $0 |
| ANN GILLESPIE | ||||||||||||||
| VICE PRESIDENT END 10/2/2015 | $276,005 | $0 | $0 | $0 | $0 | $0 | $1,079 | $0 | $0 | $0 | $277,084 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CHIEF OPERATING OFFICER WAS GIVEN A RESIDENCE TO UTILIZE AND SHE RECEIVED $12,100 INCOME ON HER W-2 TO REFLECT THE MARKET VALUE OF THIS ARRANGEMENT. |
| PART I, LINE 3 | THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF ASBURY COMMUNITIES, INC. FOR 2016, THE BOARD DELEGATED AUTHORITY FOR ALL DISQUALIFIED PERSONS COMPENSATION, INCLUDING THE CEO, TO THE COMPENSATION COMMITTEE. |
| PART I, LINE 4A | MICHAEL CONNELL LEFT THE ORGANIZATION ON 8/31/2016. HE ROUTINELY WORKED 60 HOURS PER WEEK FOR ASBURY COMMUNITIES, INC. PRIOR TO HIS DEPARTURE, AND HE RECEIVED $116,918 SEVERANCE UPON SEPARATING FROM THE ORGANIZATION. ANN E. GILLESPIE LEFT THE ORGANIZATION ON 10/2/2015. SHE ROUTINELY WORKED 60 HOURS PER WEEK FOR ASBURY COMMUNITIES, INC. PRIOR TO HER DEPARTURE, AND THE PORTION OF HER SEVERANCE RECEIVED IN 2016 WAS $276,005. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | ON AUGUST 1, 2016, ASBURY, INC. (ASBURY PLACE), A TAX-EXEMPT, TENNESSEE NON-STOCK CORPORATION, BECAME AN AFFILIATE OF ASBURY COMMUNITIES (ACOMM), WITH ACOMM SERVING AS THE SUPPORTING ORGANIZATION OF ASBURY PLACE. ASBURY PLACE, WHICH OWNS CONTINUING CARE RETIREMENT COMMUNITIES IN MARYVILLE AND KINGSPORT, TENNESSEE, SERVES APPROXIMATELY 600 OLDER ADULTS WHILE EMPLOYING MORE THAN 400 ASSOCIATES. ACOMM'S AFFILIATION WITH ASBURY PLACE BRINGS TOGETHER TWO MISSION-DRIVEN ORGANIZATIONS COMMITTED TO SERVING OLDER ADULTS. |
| FORM 990, PART III, LINE 4 | AS A NOT-FOR-PROFIT ORGANIZATION WITH A SPIRITUAL LEGACY, ASBURY PLEDGES EACH DAY TO MAKE A DIFFERENCE IN THE LIVES OF THOSE WE SERVE AND TO SERVE AS A PARTNER FOR GOOD IN THE COMMUNITY AT LARGE. WE HONOR OUR LEGACY THROUGH SUPPORTING AND PARTNERING WITH CHARITABLE AND COMMUNITY ORGANIZATIONS, EDUCATIONAL INSTITUTIONS, AND AGING SERVICES AND HEALTH PROVIDERS. AT ASBURY, OUR CONTRIBUTIONS ARE PRIMARILY FOCUSED ON: - SUPPORTING SENIOR WELLNESS IN THE REGIONS WHERE WE OPERATE; AND - TRAINING THE NEXT GENERATION OF AGING SERVICE PROFESSIONALS. PROVIDING PEACE OF MIND FOR RESIDENTS - BENEVOLENT CARE: A CORNERSTONE OF LIVING OUR MISSION IS ENSURING THAT RESIDENTS WHO OUTLIVE THEIR FINANCIAL RESOURCES CAN REMAIN IN THEIR HOME AT ASBURY. THE ASBURY FOUNDATION, A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION THAT SECURES PHILANTHROPIC SUPPORT TO SUPPORT THE MISSION AND ENHANCE QUALITY OF LIFE FOR OLDER ADULTS SERVED BY THE ASBURY SYSTEM, WAS ESTABLISHED TO SUPPORT THESE EFFORTS. 2016 BENEVOLENT CARE: ASBURY FOUNDATION PROVIDES FINANCIAL SUPPORT TO RESIDENTS WHO OUTLIVE THEIR RESOURCES THROUGH NO FAULT OF THEIR OWN. THIS SUPPORT INCLUDED: -ASBURY METHODIST VILLAGE $1,509,730 -ASBURY PLACE $16,934 -ASBURY SOLOMONS $115,843 -BETHANY VILLAGE $768,967 -INVERNESS VILLAGE $312,509 -SPRINGHILL $12,748 TOTAL BENEVOLENT CARE $2,736,731 SUPPORTING SENIOR WELLNESS IN THE REGIONS WHERE WE OPERATE: IN 2016, ASBURY ASSOCIATES, WORKING IN PARTNERSHIP WITH SODEXO SENIOR LIVING SERVICES, DONATED APPROXIMATELY 2,900 POUNDS OF FOOD TO MANNA FOOD CENTER, A GAITHERSBURG-BASED FOOD BANK SERVING MONTGOMERY COUNTY, AND DONATED MORE THAN 300 HOURS THROUGHOUT THE YEAR HELPING MANNA STAFF IN THEIR WAREHOUSE. ASBURY METHODIST VILLAGE HOSTED THE MANNA FOOD CENTER BOARD OF DIRECTORS ANNUAL MEETING. TRAINING THE NEXT GENERATION OF LEADERS AND PROFESSIONALS FOR AGING SERVICES: ASBURY WAS ACTIVELY INVOLVED WITH LEADINGAGE, AN ASSOCIATION OF NOT-FOR-PROFIT SENIOR SERVICES, INCLUDING: - SUPPORTED THE 2016 LEADINGAGE NATIONAL CONFERENCE'S DEVELOPMENT OF A REGIONAL HACKFEST WHERE COLLEGE STUDENTS WORK WITH AGING SERVICES AND IT PROFESSIONALS TO DEVELOP NEW TECHNOLOGIES AND APPS TO SUPPORT AGING. - FOUR ASBURY ASSOCIATES PARTICIPATED IN PRESENTATIONS AT THE LEADINGAGE NATIONAL CONFERENCE PRESENTING "BENEFITS OF PRIORITY PROGRAMS AND KEEPING INVENTORY FULL AND INFORMATION TYING PHILANTHROPY, MARKETING AND FINANCE. - PROVIDED BOARD LEADERSHIP FOR LEADINGAGE MARYLAND, HELPING SET LEGISLATIVE ADVOCACY AND CONTINUING EDUCATION PRIORITIES FOR NON-PROFIT AGING SERVICES PROVIDERS IN THE STATE. - SUPPORTED ONGOING LEADERSHIP DEVELOPMENT THROUGH PARTICIPATION IN LEADINGAGE'S NATIONAL LEADERSHIP ACADEMY, AND MOST RECENTLY THROUGH HELPING TO LAUNCH THE STATE LEADERSHIP ACADEMY FOR LEADINGAGE MD/DC/VA/DE. IN 2016, AN ASBURY ASSOCIATE VOLUNTEERED TWICE AS SITE SURVEYOR FOR CARF-CCAC, A NATIONAL ACCREDITING ORGANIZATION FOR SENIOR LIVING COMMUNITIES. - IN 2016, AN ASBURY EXECUTIVE PARTICIPATED ON THE UNITED METHODIST ASSOCIATION EAGLE COMMISSION ACCREDITATION PEER REVIEW TEAM, PROVIDING ON SITE VISITS AND ASSESSMENT LEADING TO RECOMMENDATION FOR POTENTIAL ACCREDITATION OF A SENIOR LIVING RETIREMENT HOMES SYSTEM. - ASBURY'S CHIEF EXECUTIVE OFFICER IS A BOARD MEMBER OF LEADINGAGE MARYLAND, A COMMUNITY OF 80 NOT-FOR-PROFIT AGING SERVICES ORGANIZATIONS THAT HELPS ADVANCE POLICIES, PROMOTE PRACTICES AND CONDUCT RESEARCH THAT SUPPORTS, ENABLES AND EMPOWERS PEOPLE TO LIVE FULLY AS THEY AGE. OTHER/COMMUNITY SUPPORT: - TWO ASBURY STAFF MEMBERS PARTNERED WITH THE AMERICAN RED CROSS TO COORDINATE AND RUN FIVE BLOOD DRIVES IN 2016, RESULTING IN 393 UNITS OF BLOOD COLLECTED. ONE VOLUNTEERED AS BOARD BLOOD SERVICES COMMITTEE CHAIR FOR THE AMERICAN RED CROSS CENTRAL MARYLAND BOARD. - AS AN ORGANIZATION WITH A 90-YEAR LEGACY, WE BELIEVE IN PRESERVING THE EARTH AND ITS RESOURCES FOR THE EARTH AND ITS RESOURCES FOR THE GENERATIONS TO COME. THROUGH OUR PARTNERSHIP WITH SODEXO SENIOR SERVICES, ASBURY CONTINUES TO FOCUS ON CONSERVATION PROGRAMS THAT ENCOMPASS LAUNDRY SERVICES, FLEET MANAGEMENT, DINING SERVICES AND POWER. - IN PARTNERSHIP WITH SODEXO, WE REDUCED OUR ENERGY CONSUMPTION BY 16 PERCENT IN 2016, NATURAL GAS BY 6 PERCENT, AND ELECTRICITY BY 10 PERCENT. - IN 2016, A FLEET MANAGEMENT PROGRAM REDUCED OUR GREENHOUSE GAS EMISSIONS BY 3.9 PERCENT. - AN ASBURY EXECUTIVE ATTENDS MONTHLY ARC BOARD MEETINGS. ARC PROVIDES SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. - ASBURY AND OUR COMMUNITIES WORK IN CONJUNCTION WITH, AND PROVIDE SUPPORT FOR, COMMUNITY PARTNERS THROUGHOUT THE ASBURY SYSTEM. THESE COMMUNITY ORGANIZATIONS INCLUDE: -ALZHEIMER'S ASSOCIATION -CALVERT COUNTY INTERFAITH COUNCIL -CALVERT COUNTY HOSPICE -CATHOLIC CHARITIES OF TULSA -COMMUNITY FOOD RESCUE -ERIE COUNTY DEPARTMENT OF AGING -INTERNATIONAL COUNCIL ON ACTIVE AGING -JEWISH COUNCIL FOR AGING -SHARE -MANNA FOOD CENTER OF MONTGOMERY COUNTY -MEALS ON WHEELS -MONTGOMERY COUNTY COALITION FOR THE HOMELESS -NEW HOPE MINISTRIES FOOD PANTRY -PARKINSON'S PARTNERS -TULSA DAY CENTER FOR THE HOMELESS -VINTAGE AFFORDABLE HOUSING OF TULSA -UNITED METHODIST ASSOCIATION |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CAN ACT IN PLACE OF THE BOARD BETWEEN MEETINGS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 4 | ASBURY COMMUNITIES, INC. ADDED ASBURY, INC. AS A SUPPORTED ORGANIZATION. |
| 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. 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 10/25/17. THE ASBURY COMMUNITIES, INC., FOUNDATION, ASBURY ATLANTIC, ASBURY SOLOMONS, ASBURY COMMUNITIES HCBS, ASBURY, INC., CALVERT COUNTY NURSING CENTER, 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 2016. 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 15 | THE SYSTEM WIDE 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 SYSTEM WIDE 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 SYSTEM-WIDE COMPENSATION COMMITTEE AND SETS COMPENSATION. THE PROCESS WAS LAST REVIEWED IN 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON OUR WEBSITE. |
| FORM 990, PART VII, SECTION A | THE COMPENSATION OF ASBURY COMMUNITIES' OFFICERS AND KEY EMPLOYEES AS SHOWN ON THE FORM 990, PART VII, SECTION A, NOT ONLY RELATES TO THEIR RESPONSIBILITIES AT ASBURY COMMUNITIES, INC. BUT ALSO REFLECTS THEIR RESPONSIBILITY TO PROVIDE EXECUTIVE MANAGEMENT FUNCTIONS, AS WELL AS POLICY AND OVERALL GUIDANCE TO ITS SUPPORTED AND RELATED ORGANIZATIONS. THESE ORGANIZATIONS INCLUDE ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AN OKLAHOMA NOT-FOR-PROFIT CORPORATION, CALVERT COUNTY NURSING CENTER, INC., ASBURY COMMUNITIES HCBS, INC., ASBURY, INC., AND ASBURY FOUNDATION, INC. ASBURY COMMUNITIES, INC., THE SUPPORTING PARENT COMPANY ALONE HAD 65 EMPLOYEES AS OF 12/31/2016. THE FORM 990, PART VII, SECTION A, HAS 31 INDIVIDUALS EARNING $100,000 OR MORE. ASBURY HAS A HIGH PERCENTAGE OF HIGHLY COMPENSATED INDIVIDUALS SINCE THESE SUPPORT POSITIONS ARE NOT STAFFED AT THE AFFILIATE LEVEL. THESE ASBURY COMMUNITIES, INC. EXECUTIVES PROVIDE GUIDANCE AND SUPPORT FOR ALL OF OUR SUPPORTED ORGANIZATIONS WHICH HAVE OVER 2,200 TOTAL EMPLOYEES. THE 2016 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES OF $212.4 MILLION AND TOTAL ASSETS IN EXCESS OF $642 MILLION. |
| FORM 990, PART VII, SECTION A | ANN E. GILLESPIE LEFT THE ORGANIZATION ON 10/2/2015. SHE ROUTINELY WORKED 60 HOURS PER WEEK FOR ASBURY COMMUNITIES, INC. PRIOR TO HER DEPARTURE, AND THE PORTION OF HER SEVERANCE RECEIVED IN 2016 WAS $276,005. |
| FORM 990, PART XI, LINE 9: | TRANSFERS TO AND FROM SUPPORTED ORGANIZATIONS -621,159. |
| 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 (8 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 | Yes (1) |
| 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 | Yes (1) |
| 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 | Yes (1) |
| ASBURY FOUNDATION INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 521862674 | RAISING FUNDS FOR CHARITY CARE | MD | 501(C)(3) | LINE 7 | ASBURY COMMUNITIES INC | Yes (1) |
| 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 | Yes (1) |
| 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 | Yes (1) |
| CALVERT COUNTY NURSING CENTER INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 520890928 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | MD | 501(C)(3) | LINE 10 | ASBURY COMMUNITIES INC | Yes (1) |
| 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 | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE ASBURY GROUP INC | ||||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 205038820 | MANAGEMENT SERVICES | DE | ASBURY COMMUNITIES INC | C | -$71,908 | $3,765,762 | 1.00000 | Yes (1) |
| TAG MARKETING LLC | ||||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 262896006 | MARKETING SVCS | DE | ASBURY COMMUNITIES INC | C | 1.00000 | Yes (1) | ||
| THE ASBURY GROUP INTEGRATED TECHNOLOGIES LLC | ||||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 262896175 | INFO & CONSLT SVCS | DE | ASBURY COMMUNITIES INC | C | $429,773 | $2,907,338 | 1.00000 | Yes (1) |
| (no name) | ||||||||||||
| Yes (1) | ||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | Yes (1) | 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASBURY ATLANTIC | ||
| S | $2,378,841 | ACCRUAL BASIS |
| ASBURY ATLANTIC | ||
| L | $6,480,571 | ACCRUAL BASIS |
| ASBURY SOLOMONS | ||
| L | $853,292 | ACCRUAL BASIS |
| INVERNESS VILLAGE | ||
| L | $991,491 | ACCRUAL BASIS |
| ASBURY COMMUNITIES HCBS INC | ||
| L | $224,189 | ACCRUAL BASIS |
| THE ASBURY GROUP INC | ||
| L | $548,211 | ACCRUAL BASIS |
| DUE TO ASBURY FOUNDATION | ||
| E | $3,824,071 | ACCRUAL BASIS |
| DUE TO ASBURY ATLANTIC | ||
| E | $41,231,396 | ACCRUAL BASIS |
| DUE FROM ASBURY SOLOMONS | ||
| D | $2,040,267 | ACCRUAL BASIS |
| DUE FROM ASBURY COMMUNITIES HCBS INC | ||
| D | $3,831,501 | ACCRUAL BASIS |
| DUE FROM INVERNESS VILLAGE | ||
| D | $34,271,818 | ACCRUAL BASIS |
| DUE FROM THE ASBURY GROUP INC | ||
| D | $2,390,315 | ACCRUAL BASIS |
| THE ASBURY GROUP INC | ||
| O | $185,648 | ACCRUAL BASIS |
| THE ASBURY GROUP INC | ||
| M | $6,813,286 | ACCRUAL BASIS |
| DUE FROM CALVERT COUNTY NURSING CENTER | ||
| D | $2,260,361 | ACCRUAL BASIS |
| CALVERT COUNTY NURSING CENTER | ||
| L | $318,352 | ACCRUAL BASIS |
| INVERNESS VILLAGE | ||
| R | $3,000,000 | ACCRUAL BASIS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV | FormAndLineReferenceDesc |
| Explanation | TAG MARKETING, LLC WAS DISSOLVED ON JUNE 1, 2016. | ExplanationTxt |
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