2016-11-14T09:36:28-06:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 1966 GREENSPRING DRIVE SUITE 300 TIMONIUM MD 210934161 990 2015-01-01 520607956 ASBURY ATLANTIC INC ASBU 3012164100 20030 CENTURY BOULEVARD NO 300 GERMANTOWN MD 208741112 KIM EHRENFRIED ASSISTANT TREASURER 3012164100 2016-11-11 1 JONATHAN T HANSEN CPA P01871557 4104530900 2015 2017-02-10 21:41:12Z DOUGLAS LEIDIG 20030 CENTURY BOULEVARD NO 300 GERMANTOWN MD 208741112 141475166 0 X WWW.ASBURYMETHODISTVILLAGE.ORG X 1945 MD DOING ALL THE GOOD WE CAN BY PROVIDING EXCEPTIONAL LIFESTYLE OPPORTUNITIES TO THOSE WE SERVE. 12 7 1660 2276 25019 0 2070731 972387 121138341 126342654 2626236 2825774 278281 277773 126113589 130418588 0 0 0 0 50285133 51735999 0 0 531464 77313931 80243990 127599064 131979989 -1485475 -1561401 412257530 409208325 530207270 533771189 -117949740 -124562864 X OUR MISSION IS TO DO ALL THE GOOD WE CAN BY PROVIDING EXCEPTIONAL LIFESTYLE OPPORTUNITIES TO THOSE WE SERVE. 0 0 49520191 55577463 SKILLED NURSING FACILITIES: OPERATION OF 3 SKILLED NURSING FACILITIES (SNF'S) FOR THE AGED WITH 414 TOTAL BEDS PROVIDING 137,723 DAYS OF SERVICE IN 2015. $16,734,469 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2015. 21657245 24306342 ASSISTED LIVING FACILITIES: OPERATION OF 3 ASSISTED LIVING FACILITIES FOR THE AGED WITH 268 TOTAL SUITES PROVIDING 94,889 RESIDENT DAYS IN 2015. $2,401,735 OF BENEVOLENT CARE AND $108,068 CONTRACTUAL ALLOWANCES WERE PROVIDED TO THE ASSISTED LIVING RESIDENTS IN 2015. 41396361 46458852 RESIDENTIAL LIVING: OPERATION OF 1,385 RESIDENTIAL LIVING UNITS FOR THE AGED, PROVIDING 476,376 DAYS OF SERVICE IN 2015. $21,649 OF BENEVOLENT CARE AND $272,332 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTIAL LIVING RESIDENTS DURING 2015. ALSO SUPPLIED WELLNESS.SEE SCHEDULE O FOR COMMUNITY BENEFITS INFORMATION. 112573797 1 1 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 161 0 1 1660 1 1 1 0 0 0 0 0 0 0 0 0 X 12 7 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KIM EHRENFRIED ASST TREASURER 3012502137 20030 CENTURY BLVD SUITE 300 GERMANTOWN MD 20874 X NICK SERENYI CHAIR 2.00 X X 0 0 0 DENNIS HANSEN VICE CHAIR 2.00 X X 0 0 0 GUFFRIE SMITH DIRECTOR 2.00 X 0 0 0 LAWRENCE APPEL DIRECTOR 2.00 X 0 0 0 ARTHUR ELGIN DIRECTOR 2.00 X 0 0 0 THOMAS ETTINGER DIRECTOR 2.00 X 0 0 0 RICHARD FINDLEY DIRECTOR 2.00 X 0 0 0 SANDRA HALBRUNER DIRECTOR 2.00 X 0 0 0 GORDON NAUGHTON DIRECTOR 2.00 X 0 0 0 CAROLINE KIM DIRECTOR 2.00 X 0 0 0 DAVID LINGRELL DIRECTOR 2.00 X 0 0 0 PHYLLIS SCHMITZ DIRECTOR 2.00 X 0 0 0 LORRAINE SEXTON DIRECTOR 2.00 X 0 0 0 JAMES SMELTZER DIRECTOR 2.00 X 0 0 0 DONALD TRISSLER DIRECTOR 2.00 X 0 0 0 NORMA TYLER DIRECTOR 2.00 X 0 0 0 DOUGLAS LEIDIG DIRECTOR 1.00 61.00 X X 0 465550 23966 ANDREW JOSEPH SECRETARY, ASST. TREASURER 1.00 61.00 X 0 224509 21527 MICHAEL CONNELL TREASURER 1.00 61.00 X 0 349231 23152 SUE DACAMARA PRESIDENT 1.00 59.00 X 0 398482 20521 ANDREW APPLEGATE VICE PRESIDENT 1.00 61.00 X 0 207800 21075 HENRY MOEHRING VICE PRESIDENT 60.00 2.00 X 255704 0 22512 MELISSA HADLEY VICE PRESIDENT 49.00 13.00 X 203955 45722 22156 JIM SCHNEIDER VICE PRESIDENT 60.00 2.00 X 190763 0 18198 ROBIN STERN VICE PRESIDENT 1.00 58.00 X 0 191672 20004 KIM EHRENFRIED ASST. TREASURER 1.00 61.00 X 0 202680 21352 PEGGY CRESPI KAPLAN VP, ASST. SECRETARY 1.00 61.00 X 0 356838 20521 BRAD ANDRUS ASST. SECRETARY 60.00 2.00 X 143738 0 11082 DEBBIE BARRIS ASST. SECRETARY 40.00 2.00 X 74834 0 8977 RENEE BROOKSBANK VICE PRESIDENT 1.00 61.00 X 0 172635 17601 SUSAN MOYER VICE PRESIDENT 1.00 57.00 X 0 166220 8311 BRENT BAYES DIRECTOR SALES & MKTG 40.00 X 168630 0 18826 BRIAN GRUNDUSKY SNF ADMINISTRATOR 60.00 X 154027 0 16744 JEREMIAH SHUMAN SR DIRECTOR DEVELOPMENT 40.00 X 142657 0 17372 NANCY RASAVAGE RETIREMENT COUNSLEOR 40.00 X 130118 0 15456 PEDRAG PETKOVIC RETIREMENT COUNSLEOR 40.00 X 129558 0 12630 1593984 2781339 361983 24 0 1 0 SODEXO INC & AFFILIATES PO BOX 536922 ATLANTA GA 30353 FOOD SERVICE 12292491 WAGMAN CONSTRUCTION INC 3290 SUSQUEHANNA TRAIL NORTH PO BO YORK PA 17405 CONSTRUCTION SERVICE 4644075 FLAGSHIP REHABILITATION SERVICES 157 BALTIMORE STREET CUMBERLAND MD 21502 REHABILITATION SERVICE 4020869 THW DESIGN 2100 RIVER EDGE PKWY SUITE 900 ATLANTA GA 30328 CONSTRUCTION SERVICE 1848942 OMNICARE 9036 ANNAPOLIS JUNCTION DR ANNAPOLIS JUNCTION MD 20701 PHARMACY SERVICE 950104 48 972387 972387 NET RESIDENT REVENUE 623312 84148512 84148512 MEDICARE/MEDICAID PAYMENTS 623312 25749751 25749751 AMORTIZATION OF ENTRANCE FEES 623312 15019872 15019872 OTHER OPERATING REVENUE 623312 1424519 1424519 126342654 1994677 1994677 307580 29807 277773 277773 25019 252754 11857868 11026771 831097 831097 831097 130418588 126342654 25019 3078528 947862 947862 40991095 37943075 2561743 486277 1314083 1212888 84086 17109 5303324 3607333 1667913 28078 3179635 2913550 266085 6517102 6517102 60257 60257 98952 98952 8415955 8017056 398899 927161 884835 42326 3341226 2969357 371869 3862190 14604 3847586 8061210 7964724 96486 109523 73831 35692 14484466 14258378 226088 20237929 19922035 315894 630985 630985 FOOD 5044946 5043958 988 REPAIRS & MAINTENANCE 3462239 3409887 52352 MEDICAL SUPPLIES & PHAR 2092522 2092522 BAD DEBT 1057020 1057020 1840307 1188744 651563 131979989 112573797 18874728 531464 1532665 1562469 41704025 43025421 4249330 4819685 12463120 11599963 166221 151874 1259580 1376247 507730053 255061930 251018634 252668123 47719006 37965696 52144949 56038847 412257530 409208325 9473680 9625574 109773991 113519361 223043633 222033990 50114 46325 187865852 188545939 530207270 533771189 X -145998747 -152210754 3874644 2817951 24174363 24829939 -117949740 -124562864 412257530 409208325 X -1561401 -3069248 -1982475 X 0 1 X 1 0 X 1344207 4305710 2070731 972387 8693035 119838671 114931119 116579022 121138341 126342656 598829809 119838671 116275326 120884732 123209072 127315043 607522844 0 0 0 607522844 2172542 1868032 2003195 2053937 2302257 10399963 2172542 1868032 2003195 2053937 2302257 10399963 122011213 118143358 122887927 125263009 129617300 617922807 0.98320 0.98470 0.01680 0.01530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 15.00 0 0 1 0 0.00 0 0 1 X 24174363 655576 24829939 23389624 784739 24174363 22763584 626040 23389624 22833100 -69516 22763584 22975021 -141921 22833100 1.00000 0 1 1 14170929 14170929 21503498 9964748 11538750 420349104 202856248 217492856 49313061 42240934 7072127 2393461 2393461 252668123 INTEREST IN NET ASSETS OF FOUNDATION 19963680 DEFERRED COSTS 4879158 OTHER RECEIVABLE 390308 INTEREST RECEIVABLE 162477 DUE FROM ACOMM 30024563 DEPOSITS AND OTHER ASSETS 484469 INVESTMENT IN LAND 134192 56038847 VALUATION SWAP AGREEMENTS 21510649 REFUNDABLE FEES 1411758 OBLIGATION-DEFERRED GIVING 462103 CONTINGENT REFUNDABLE ENTRANCE FEE LIABILITY 158351939 PROJECTED REFUND OF STANDARD ENTRANCE FEES 3451543 DEPOSITS FROM PROSPECTIVE RESIDENTS 3357947 188545939 X 128304837 -3069248 955497 -2113751 130418588 0 130418588 134917961 2937972 2937972 131979989 0 131979989 PART II, LINE 3: ASBURY ATLANTIC, INC. HAS A 15 ACRE FOREST CONSERVATION EASEMENT AGREEMENT WITH THE CITY OF GAITHERSBURG, MD THAT PRESERVES TREES, TREE CANOPY AND FORESTS. ASBURY ATLANTIC, INC. DOES NOT REPORT CONSERVATION EASEMENTS IN ITS FINANCIAL STATEMENTS. THERE ARE NO REVENUES, EXPENSES OR ASSETS, OTHER THAN THE LAND, RELATED TO THIS CONSERVATION EASEMENT. PART IV, LINE 2B: ASBURY ATLANTIC, INC. HOLDS AND MANAGES RESIDENT TRUST FUND ACCOUNTS THAT ARE USED FOR PERSONAL ITEMS FOR THE RESIDENTS. ASBURY ATLANTIC, INC. IS ACTING IN A FIDUCIARY ROLE AND IS LIABLE FOR THE FUNDS IN THE RESIDENT TRUST FUND. PART V, LINE 4: .THE INTENDED USE OF THE ENDOWNMENT FUND IS TO SUPPORT BENEVOLENT CARE. PART X, LINE 2: ASBURY ATLANTIC HAS ONE MEMBER WHICH 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. ASBURY COMMUNITIES, THE SOLE MEMBER OF ASBURY ATLANTIC, HAS IMPLEMENTED PROCESSES TO ENSURE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE'S INTERMEDIATE SANCTIONS PROVISIONS FOR ALL ITS SUPPORTED ORGANIZATIONS, INCLUDING ASBURY ATLANTIC. THIS INCLUDES AN INDEPENDENT REVIEW BY THE COMPENSATION COMMITTEE OF THE BOARD OF ALL COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS. THE COMPENSATION OF THE DISQUALIFIED INDIVIDUALS IS SET BY THE SOLE MEMBER OF ASBURY ATLANTIC AND THAT THE PROCESS IS FOR THE SYSTEM COMPENSATION COMMITTEE TO WORK WITH OUTSIDE COMPENSATION CONSULTANTS AND ATTORNEYS AND MAKE A RECOMMENDATION TO THE EXECUTIVE COMMITTEE OF ASBURY COMMUNITIES WHICH SETS THE COMPENSATION. THE BOARD OF ASBURY ATLANTIC IS ADVISED OF THE COMPENSATION ARRANGEMENTS. THE PROCESS ALSO INCLUDES THE IMPLEMENTATION OF A DETAILED CONFLICT-OF-INTEREST POLICY AND ANNUAL DISCLOSURE PROCESS FOR ALL DISQUALIFIED PERSONS. 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 IS NOT AWARE OF ANY TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMPANY'S RESULTS OF OPERATIONS OR FINANCIAL POSITION. THE COMPANY'S INCOME TAX RETURN IS 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 2012 TO 2014 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. PART XI, LINE 2D - RECONCILING ITEMS: VALUE CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION 1,185,327 RENT EXPENSE 29,807 VALUE CHANGES IN DERIVATIVE INSTRUMENTS -267,039 VALUE CHANGE UNDER CHARITABLE GIFT ANNUITIES 7,402 TOTAL TO SCHEDULE D, PART XI, LINE 2D 955,497 PART XII, LINE 2D - RECONCILING ITEMS: RENTAL EXPENSES 29,807 TRANSFER TO ACOMM 3,088,631 TOTAL TO SCHEDULE D, PART XII, LINE 2D 3,117,786 X X X X X X 0 0 0 0 0 0 0 0 0 DOUGLAS LEIDIG DIRECTOR 0 435074 0 29666 0 810 0 10600 0 13366 0 489516 0 0 ANDREW JOSEPH SECRETARY, ASST. TREASURER 0 208977 0 14844 0 688 0 8161 0 13366 0 246036 0 0 MICHAEL CONNELL TREASURER 0 323034 0 25657 0 540 0 10248 0 12904 0 372383 0 0 SUE DACAMARA PRESIDENT 0 371264 0 24896 0 2322 0 10600 0 9921 0 419003 0 0 ANDREW APPLEGATE VICE PRESIDENT 0 193184 0 13979 0 637 0 7710 0 13365 0 228875 0 0 HENRY MOEHRING VICE PRESIDENT 241098 0 12289 0 2317 0 9569 0 12943 0 278216 0 0 0 MELISSA HADLEY VICE PRESIDENT 192384 43128 9744 2184 1827 410 7429 1665 10670 2392 222054 49779 0 0 JIM SCHNEIDER VICE PRESIDENT 175817 0 12483 0 2463 0 7310 0 10888 0 208961 0 0 0 ROBIN STERN VICE PRESIDENT 0 181674 0 9094 0 904 0 7523 0 12481 0 211676 0 0 KIM EHRENFRIED ASST. TREASURER 0 188030 0 14031 0 619 0 7986 0 13366 0 224032 0 0 PEGGY CRESPI KAPLAN VP, ASST. SECRETARY 0 329259 0 25908 0 1671 0 10600 0 9921 0 377359 0 0 BRAD ANDRUS ASST. SECRETARY 139098 0 4219 0 421 0 5850 0 5232 0 154820 0 0 0 RENEE BROOKSBANK VICE PRESIDENT 0 155060 0 16825 0 750 0 4969 0 12632 0 190236 0 0 SUSAN MOYER VICE PRESIDENT 0 151552 0 9000 0 5668 0 8311 0 0 0 174531 0 0 BRENT BAYES DIRECTOR SALES & MKTG 124702 0 43550 0 378 0 6937 0 11889 0 187456 0 0 0 BRIAN GRUNDUSKY SNF ADMINISTRATOR 146718 0 7007 0 302 0 6276 0 10468 0 170771 0 0 0 JEREMIAH SHUMAN SR DIRECTOR DEVELOPMENT 137401 0 5000 0 256 0 3781 0 13591 0 160029 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF ASBURY COMMUNITIES, INC. THE FULL BOARD IS INFORMED BUT IS NOT TASKED WITH APPROVING. A CITY OF GAITHERSBURG (MD) 526000792 363128BL2 2006-11-30 73400702 CURRENT REFUNDING 0 0 1 B CITY OF GAITHERSBURG (MD) 526000792 363128CB3 2009-12-16 18837005 CURRENT REFUNDING 0 0 1 C CUMBERLAND COUNTY MUNICIPAL AUTHORITY (PA) 236003119 230614FK0 2010-11-10 73542289 CURRENT REFUNDING 0 0 0 D CUMBERLAND COUNTY MUNICIPAL AUTHORITY (PA) 236003119 230614GK9 2012-10-31 52585767 CURRENT REFUNDING 0 0 0 A 73400702 6768263 1416958 65215481 2006 1 0 1 1 B 6040205 18837005 576770 376740 17883495 2009 1 0 1 1 C 3387289 73542289 6498922 1470845 65572522 2010 1 0 1 1 D 1890768 52585767 2339434 1051715 49194618 2012 1 0 1 1 A 0 1 1 1 0 0.00470 0.00470 0 0 1 B 0 1 1 1 0 0.00470 0.00470 0 0 1 C 0 1 1 1 0 0.00420 0.00420 0 0 1 D 0 1 1 1 0 0.00420 0.00420 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF GAITHERSBURG (MD) DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2014 SCHEDULE K, PART I, ROW A AND C, COLUMN (E): THE ORGANIZATION IS A MEMBER OF AN OBLIGATED GROUP. THE ENTRIES SHOWN IN COLUMN (E) REPRESENTS THE PORTION OF THE TOTAL ISSUE PRICE ALLOCATED TO THE ORGANIZATION. SCHEDULE K, PART II, ROW A AND C, LINES 4 AND 7: THESE AMOUNTS REPRESENT A PRO RATA PORTION OF THE TOTAL BASED ON THE PORTION OF THE TOTAL ISSUE PRICE ALLOCATED TO THE ORGANIZATION. A CITY OF GAITHERSBURG (MD) 526000792 363128CF4 2014-04-09 15290000 CURRENT REFUNDING 0 0 0 A 125000 15290000 1 0 1 1 A 0 1 1 1 0 0.00470 0.00470 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART III, LINE 4 AS PART OF ASBURY COMMUNITIES, ASBURY ATLANTIC PLEDGES EACH DAY TO MAKE A DIFFERENCE IN THE LIVES OF THOSE WE SERVE AND TO SERVE AS A PARTNER FOR GOOD IN THE COMMUNITY AT LARGE. WE HONOR OUR LEGACY THROUGH SUPPORTING AND PARTNERING WITH CHARITABLE AND COMMUNITY ORGANIZATIONS, EDUCATIONAL INSTITUTIONS, AND AGING SERVICES AND HEALTH PROVIDERS. AT ASBURY ATLANTIC, OUR CONTRIBUTIONS ARE PRIMARILY FOCUSED ON: - SUPPORTING SENIOR WELLNESS IN THE REGIONS WHERE WE OPERATE; AND - TRAINING THE NEXT GENERATION OF AGING SERVICES 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. ASBURY PROVIDES FINANCIAL SUPPORT TO RESIDENTS WHO OUTLIVE THEIR RESOURCES THROUGH NO FAULT OF THEIR OWN. HIGHLIGHTS OF THIS YEAR'S COMMUNITY BENEFIT ACCOMPLISHMENTS AT EACH ASBURY ATLANTIC COMMUNITY INCLUDE THE FOLLOWING: ASBURY METHODIST VILLAGE IN THE AREA OF TRAINING FUTURE GENERATIONS OF CAREGIVERS, ASBURY METHODIST VILLAGE(AMV) PROVIDED MENTORING AND TRAINING IN ADMINISTRATIVE, SOCIAL WORK AND PASTORAL CARE SERVICES FOR STUDENTS AT GEORGETOWN, HOWARD, MONTGOMERY COLLEGE, LOYOLA, SALISBURY, AND THE UNIVERSITY OF MARYLAND. AMV DONATED MEETING SPACE FOR MORE THAN 20 NON-PROFIT, COMMUNITY ORGANIZATIONS THROUGHOUT THE YEAR. THOUGH THE MAJORITY OF THIS GROUP'S EFFORTS BENEFIT YOUTH, THIS RESIDENT-CREATED AND RUN COLLABORATION WITH GAITHERSBURG AND MONTGOMERY COUNTY(GAITHERSBURG BELOVED COMMUNITY INITIATIVE) DEVOTED HUNDREDS OF HOURS TO MENTORING AREA AT RISK CHILDREN, HOSTING PARTIES AT ASBURY'S POOL AND OTHER STRUCTURED FITNESS ACTIVITIES. THIS INTERGENERATIONAL MENTORING PROGRAM IS FOCUSED ON THE DEVELOPMENT OF CHARACTER IN THE YOUNG PEOPLE. ASBURY METHODIST VILLAGE HOSTED A CONVERSATIONAL ENGLISH GROUP WITH 12 LATINO MOTHERS FROM THE GAITHERSBURG AREA WHEREBY THEY MET WEEKLY TO STUDY THEIR ENGLISH WITH ASBURY RESIDENTS. SUPPORTED MEALS ON WHEELS AND THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS SHELTER WITH FOOD PREPARATION AND STRATEGIC PLANNING SPACE. AMV ASSOCIATES COLLECTED SCHOOL SUPPLIES AND BACKPACKS FOR STUDENTS THAT ATTEND SUMMIT HALL ELEMENTARY SCHOOL IN GAITHERSBURG. COLLECTED ENOUGH TO FILL 150 BACKPACKS. ASBURY METHODIST VILLAGE DONATED THE USE OF THE AMV CAMPUS FOR A 5K RUN BENEFITTING THE WIDOW CARE ORGANIZATION. BETHANY VILLAGE IN THE AREA OF TRAINING THE NEXT GENERATION OF PROFESSIONALS, THE FOLLOWING OCCURRED. PROVIDED TRAINING FOR CERTIFIED NURSING ASSISTANTS, LICENSED PRACTICAL NURSES, REGISTERED NURSES, HUMAN RESOURCES, SOCIAL WORK AND HEALTHCARE MANAGEMENT STUDENTS AT HARRISBURG AREA COMMUNITY COLLEGE, MESSIAH COLLEGE AND PENN STATE AND SHIPPENSBURG STATE UNIVERSITIES. ORGANIZED AND RAISED APPROXIMATELY $5,000 FOR THE AREA CHAPTER OF THE ALZHEIMER'S ASSOCIATION THOUGH A ROCK-A-THON AND DONATED $2,000 FOR THE ASSOCIATION'S WALK TO END ALZHEIMER'S . HOSTED SUPPORT GROUPS FOR FAMILY MEMBERS AND OTHER CAREGIVERS OF PEOPLE WITH ALZHEIMER'S DISEASE. BETHANY VILLAGE DONATED MEETING SPACE FOR MORE THAN 10 NON-PROFIT, COMMUNITY ORGANIZATIONS THROUGHOUT THE YEAR. IN CONJUNCTION WITH VOLUNTEERS OF AMERICA, BETHANY VILLAGE ASSOCIATES COLLECTED, STORED AND ARRANGED FOR PICK-UP OF DONATED CLOTHING. BETHANY VILLAGE HOSTED A FOOD DRIVE TO COLLECT FOOD AND MONETARY GIFTS TO BENEFIT THE UNDERPRIVILEGED SERVED BY NEW HOPE MINISTRIES. BETHANY VILLAGE DONATED $500 IN ADDITION TO DONATIONS FROM STAFF AND RESIDENTS. A BETHANY VILLAGE ASSOCIATE VOLUNTEERED AT NEW HOPE MINISTRIES FOOD PANTRY THROUGHOUT THE YEAR. BETHANY VILLAGE ORGANIZED A GROUP OF NINE ASSOCIATE VOLUNTEERS ASSISTED OTHER COMMUNITY VOLUNTEERS IN COMPLETE RENOVATION OF BOY'S COTTAGE THROUGH DEMOLITION, CONSTRUCTION, PAINTING AND CLEAN-UP OF LARGE DORMITORY AT UNITED METHODIST CHILDREN'S HOME OF MECHANICSBURG. FINALLY, IN THE AREA OF ENVIRONMENTAL SUSTAINABILITY, BETHANY VILLAGE CONTINUED THEIR COMMUNITY-WIDE RECYCLING PROGRAM INVOLVING THE DAILY COLLECTION OF SODA CAN TABS, PAPER, GLASS, METAL AND PLASTIC THROUGHOUT THE YEAR. SPRINGHILL PROVIDED TRAINING AND RESEARCH ASSISTANCE FOR NURSING AND REHABILITATIVE THERAPY STUDENTS AT GANNON AND MERCYHURST UNIVERSITIES AND THE GREAT LAKES INSTITUTE OF TECHNOLOGY. SPRINGHILL ASSOCIATES PARTICIPATED IN THE ALZHEIMER'S ASSOCIATION FOR WALK TO END ALZHEIMER'S AND RAISED $3,712. PLANNED, ORGANIZED , INVITED, AND SET UP PARKINSON'S PARTNERS HEALTH FAIR THAT SUPPORTS RESIDENTS IN THE COMMUNITY AND INDIVIDUALS OUTSIDE THE COMMUNITY THAT CARE FOR OR HAVE PARKINSON'S. SNF ADMINISTRATOR VOLUNTEERED AS A SURVEYOR FOR A CARF/CCAC SURVEYS AT A CCRC'S IN CALIFORNIA, INDIANA AND GEORGIA . SPRINGHILL ASSOCIATE VOLUNTEERS AT THE LOCAL FIRE DEPARTMENT PROVIDING FIRE FIGHTING, RESCUE, AND EMS RESPONSES. 18 SPRINGHILL ASSOCIATES ASSISTED WITH THE PREPARATION AND FOOD COLLECTION FOR A FOOD DRIVE FOR THE HARVEST FOOD BANK BY MANNING STATIONS THROUGHOUT THE ERIE COMMUNITY TO COLLECT FOOD AT THE DROP OFF STATIONS. APPROXIMATELY 1,200 PEOPLE HELPED BY THE FOOD DRIVE. SPRINGHILL PROVIDED COATS, BLANKETS AND OUTERWEAR FOR THE UPPER ROOM HOMELESS SHELTER AND DONATED $1,000 OF FOOD/SUPPLIES TO A SHRINER'S HOSPITAL EVENT. 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. WE HAVE REPORTED SEVEN INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY. THE NON-INDEPENDENT BOARD MEMBERS CONSIST OF ONE EMPLOYEE OF ASBURY COMMUNITIES, INC., AND INVESTMENT ADVISORY TO THE ASBURY COMMUNITIES, INC. 401(K) PLAN, ONE RESIDENT OF ASBURY SOLOMONS, INC., ONE RESIDENT OF BETHANY VILLAGE AND ONE RESIDENT OF ASBURY METHODIST VILLAGE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION HAS MADE SIGNIFICANT CHANGES TO THE ORGANIZATIONAL DOCUMENTS INCLUDING IN THE BYLAWS CHANGES TO THE ROLE OF THE ADVISORY COMMITTEE KNOWN AS THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION A, LINE 6 ASBURY ATLANTIC HAS ONE MEMBER. THE SOLE MEMBER IS ASBURY COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 7A ASBURY COMMUNITIES, INC IS THE SOLE MEMBER OF ASBURY ATLANTIC AND ELECTS THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ONLY CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO ASBURY COMMUNITY INC'S APPROVAL. THESE DECISIONS INCLUDE: (1) MANAGEMENT SERVICES RELATIONSHIPS AND CONTRACTS; (2) ANY ORGANIZATIONAL CHANGE IN GENERAL, INCLUDING MERGERS, SALES, LEASES, ETC, OF SUBSTANTIALLY ALL OF THE ASSETS AND THE CREATION OF NEW ENTITIES; (3) AMENDMENTS TO MISSION OR VISION STATEMENTS; (4) AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 ASBURY COMMUNITIES IS THE SOLE MEMBER OF ASBURY ATLANTIC INC., ASBURY SOLOMONS INC., INVERNESS VILLAGE, AN OKLAHOMA NOT FOR PROFIT CORPORATION AND ASBURY COMMUNITIES HCBS, INC. ASBURY COMMUNITIES HAS A SYSTEM WIDE AUDIT COMMITTEE. THE ASBURY COMMUNITIES BOARD OF DIRECTORS HAS DELEGATED A REVIEW OF THE FORM 990 TO THE SYSTEM AUDIT COMMITTEE WHICH PERFORMED THEIR REVIEW ON OCTOBER 20, 2016. THE ASBURY COMMUNITIES, INC., FOUNDATION, ASBURY ATLANTIC, ASBURY SOLOMONS, ASBURY COMMUNITIES HCBS, AND INVERNESS VILLAGE BOARD OF DIRECTORS WERE FORWARDED A COPY OF THEIR RESPECTIVE DRAFT FORM 990 FOR THEIR REVIEW AND PROVIDED A LINK TO 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 THE 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 ASSISTANT GENERAL COUNSEL 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 DISCLOSURE FORM AND IS ADVISED OF THEIR FIDUCIARY OBLIGATIONS. THE COMPLIANCE OFFICER, WHO HAD A DIRECT REPORTING LINE TO THE CHAIR OF THE AUDIT COMMITTEE AND REPORTS QUARTERLY TO THE AUDIT COMMITTEE, ANALYZES ALL DISCLOSURE FORMS FOR POTENTIAL CONFLICTS, AND PREPARES A REPORT FOR THE SYSTEM-WIDE AUDIT COMMITTEE. A SUMMARY IS THEN PRESENTED TO THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. WHEN A CONFLICT OF INTEREST ARISES, THE INDIVIDUAL WILL BE REQUIRED TO RECUSE HIM OR HERSELF FROM THE BOARD DELIBERATIONS AND VOTE. 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 FULL BOARD(S) OF ASBURY COMMUNITIES AND ASBURY ATLANTIC/ASBURY SOLOMONS EACH RECEIVE A PRESENTATION ONCE A YEAR ON EXECUTIVE COMPENSATION AND BENEFITS. THE PRESIDENT OF EACH CORPORATION 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 TOWERS WATSON (A COMPENSATION CONSULTING FIRM). THE SYSTEM WIDE COMPENSATION COMMITTEE HOLDS A MINIMUM OF 4 MEETINGS EACH YEAR. AT THE FALL MEETING THEY REVIEW TOWERS WATSON DATA AND REPORTS IN ORDER TO MAKE RECOMMENDATIONS REGARDING SALARIES AND BENEFITS. THIS ANNUAL REVIEW ALSO ENSURES COMPLIANCE WITH IRS INTERMEDIATE SANCTIONS REQUIREMENTS. THE EXECUTIVE COMMITTEE ULTIMATELY REVIEWS/APPROVES/ AND OR ADJUSTS RECOMMENDATIONS FROM THE SYSTEM WIDE COMPENSATION COMMITTEE AND SETS COMPENSATION. THE PROCESS WAS LAST REVIEWED IN 2015. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE IN THE RESIDENT LIBRARIES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON OUR WEBSITE. FORM 990, PART VII, SECTION A THE OFFICERS THAT HAVE COMPENSATION FROM RELATED ORGANIZATIONS REPORTED IN PART VII, SECTION A, COLUMN E OF THE FORM 990 PROVIDE EXECUTIVE MANAGEMENT SUPPORT AND OVERALL GUIDANCE TO ASBURY ATLANTIC, INC. AS WELL AS THE OTHER RELATED AND SUPPORTED ORGANIZATIONS OF ASBURY COMMUNITIES, INC. THERE ARE OVER 2,300 TOTAL EMPLOYEES IN THE ASBURY COMMUNITIES, INC. SYSTEM. THE 2015 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES OF $196.1 MILLION AND TOTAL ASSETS IN EXCESS OF $565 MILLION. FORM 990, PART VII, SECTION A BEGINNING WITH YEAR 2014, FOUNDATION ASSOCIATE SALARIES AND BENEFITS, WHICH WERE PREVIOUSLY REPORTED ON THE ASBURY FOUNDATION IRS FORM 990, WILL BE REPORTED BY THE ASBURY ENTITY WHERE THEY DEDICATED THEIR TIME. ASBURY FOUNDATION ASSISTS WITH THE MISSION OF THE NON PROFIT ENTITIES WITHIN THE ASBURY COMMUNITIES SYSTEM. FORM 990, PART XI, LINE 9: NET UNREALIZED LOSS ON CHANGE IN MARKET VALUE OF DERIVATIVE INSTRUMENTS -267,039. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION, INC 1,185,327. CHANGE IN VALUE OF OBLIGATIONS UNDER CHARITABLE GIFT ANNUITIES 7,402. TRANSFER TO ACOMM -2,908,165. 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