2016-02-15T08:39:21-06:00 2015-03-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2014-04-01 620630670 ASBURY INC ASBU 8659826109 910 WILDER CHAPEL LANE MARYVILLE TN 37804 OFFICER VP OF OPERATIONS 8659826109 2015-11-15 1 JOHN NORMAN P01506766 7049985200 2016-02-10 2014 2016-08-17 19:52:53Z MARJORIE SHONNARD 910 WILDER CHAPEL LANE MARYVILLE TN 37804 34119151 0 X WWW.ASBURYPLACE.ORG X 1956 TN CELEBRATE LIFE - EVERY DAY, THROUGH EVERY CIRCUMSTANCE, WITH EVERY PERSON, IN EVERY WAY. 12 11 825 162 0 0 40566 38571 34520090 32325369 507206 1755211 0 0 35067862 34119151 0 0 0 0 16708360 15675113 0 0 0 18914097 19141965 35622457 34817078 -554595 -697927 72662938 72871500 48646129 49366476 24016809 23505024 X TO PROVIDE SENIOR COMMUNITIES THAT OFFER FREEDOM AND SECURITY WITH COMPASSION. 0 0 28435008 32750566 ASBURY, INC PROVIDES A REGIONAL NETWORK OF CONTINUING CARE RETIREMENT COMMUNITIES THAT MINISTER TO THE SPIRITUAL AND PHYSICAL NEEDS OF ITS RESIDENTS, PROVIDE A SAFE, CLEAN, AND COMFORTABLE ENVIRONTMENT, AND TREAT SENIORS WITH RESPECT AND DIGNITY. OVER 1,000 CLIENTS SERVED DURING THE YEAR. ASBURY INC CONTRIBUTES TIME, SPACE AND MANPOWER BACK TO THE GREATER COMMUNITY IN WHICH ITS CONTINUING CARE RETIREMENT COMMUNITIES ARE LOCATED. ALL OF THE COMMUNITIES PROVIDE CHARITY CARE TO THOSE RESIDENTS WHOSE NEEDS EXCEED THEIR FUNDS, AND NO RESIDENT HAS EVER BEEN ASKED TO LEAVE AN ASBURY, INC. COMMUNITY BECAUSE OF DEPLETED FUNDS THROUGH NO FAULT OF THEIR OWN.HIGHLIGHTS OF THIS YEAR'S COMMUNITY BENEFIT ACCOMPLISHMENTS AT ASBURY, INC. INCLUDE THE FOLLOWING:- ALZHEIMER'S WALK TO BENEFIT ALZHEIMER'S TN. TEAM ASBURY HAD 75 PARTICIPANTS, 19 OF WHICH WERE RESIDENTS. FUND RAISERS HOSTED THROUGHOUT THE YEAR INCLUDING CHILI COOKOFF, SOUP LUNCHES, ETC. ASBURY PLACE IS ALSO A PREMIER SPONSOR OF THIS EVENT, WITH THE LOGO APPEARING ON THE BACK OF THE WALK T-SHIRT AND PROMINENTLY DISPLAYED ON THE WALK BROCHURE AND WEBSITE. WE USUALLY PLACE IN THE TOP 3 IN AMOUNT OF MONEY DONATED.- UNITED WAY CAN FOOD DRIVE. RESIDENTS AND ASSOCIATES COLLECTED ALMOST 1,000 POUNDS OF FOOD FOR LOCAL FOOD BANKS. - RECYCLING: OUR RESIDENTS & ASSOCIATES RECYCLE PAPER, CARDBOARD, CANS, PLASTIC, AND BATTERIES. RESIDENTS IN AL HAVE BINS IN THEIR LAUNDRY ROOMS, APARTMENTS HAVE BINS IN EACH BUILDING, ASSOCIATES PARTICIPATE BY COLLECTING OFFICE PAPER AT THEIR DESKS AND DUMPING EACH WEEK IN OUR RECYCLE DUMPSTER ON SITE. ONSITE CARDBOARD, PAPER, AND ALUMINUM RECYCLING BINS.- AL RESIDENTS REGULARLY PARTICIPATE IN MAKING CLOTHES AND COLLECTING SCHOOL SUPPLIES FOR HAITI ORPHANAGE, LOCAL RESCUE SQUAD, CHILDREN'S HOSPITAL, & BLOUNT MEMORIAL.- ASBURY RESIDENTS COLLECT "BOX TOPS FOR EDUCATION" FOR THE CHILDREN AT COULTER GROVE ELEMENTARY SCHOOL.- HC AND AL RESIDENTS MAKE POTTERY CROSSES FOR MISSION TRIPS TO LATVIA AND HAITI.- HC EMPLOYS 2 TEENAGE INTERNS FROM THE TN CAREER CENTER FOR 10 WEEKS, AND PROVIDES MARYVILLE COLLEGE BONNER SCHOLARS A LOCATION TO EARN COMMUNITY SERVICE HOURS AS WELL AS INTERNSHIPS FOR STUDENTS LOOKING TO PURSUE A CAREER IN HEALTHCARE OR SOCIAL SERVICES.- ASST LIVING COLLECTS DONATIONS OF CLOTHES, SHOES, ETC FOR MONTHLY TRIP TO NEW PROVIDENCE WHERE THEY HOST A RUMMAGE SALE TO RAISE MONEY FOR AREA MINISTRIES.- ASBURY IN MISSION GROUP INVOLVED IN SUPPORTING LOCAL BATTERED WOMEN'S HOME AND VARIOUS OTHER LOCAL CHARITIES AND NON-PROFIT ORGANIZATIONS.- ASBURY HAS "ADOPTED A MILE" OF AMERINE ROAD ON FOR THE KEEP BLOUNT BEAUTIFUL ORGANIZATION, WE KEEP LITTER PICKED UP AND HOST CLEAN UP DAYS WITH ASSOCIATES.- VESPERS CONGREGATION DONATES MONEY TO HEALTH CARE CENTER RESIDENT CHRISTMAS FUND YEARLY. (THE FUND PROVIDES A GIFT FOR EACH RESIDENT.) - VESPERS CONGREGATION DONATES MONEY TO CAMP WESLEY WOODS SO THAT A CHILD CAN ATTEND SUMMER CAMP AT NO CHARGE.- ASBURY SPONSORS A CHRISTMAS TREE ON THE BLOUNT COUNTY COURTHOUSE LAWN EACH YEAR. RESIDENTS MAKE ORNAMENTS AND ASBURY'S SIGN IS PROMINENTLY DISPLAYED IN FRONT.- WE HOST THE GIRL SCOUTS IN THE COMMUNITY FOR TRICK-OR-TREATING AT AL AND HC IN OCTOBER.RRESIDENTS AND ASSOCIATES COLLECT CANDY THROUGHOUT THE MONTH OF OCTOBER.- ORGANIZE EARLY VOTING ON CAMPUS FOR RESIDENTS IN THE AL AND HC.- WE HAVE 2 RESIDENTS THAT ARE STORYTELLERS THAT REGULARLY "PERFORM" AT MARYVILLE COLLEGE AND OTHER VENUES IN THE AREA.- SEVERAL RL RESIDENTS THAT REGULARLY VOLUNTEER AT BLOUNT MEMORIAL HOSPITAL, MEALS ON WHEELS, AND IN OUR OWN HEALTH CARE CENTER- WE HAVE APPROXIMATELY 13 VOLUNTEERS THAT "WORK" ON OUR CAMPUS- ASBURY HOSTED 2 AARP DRIVER SAFETY TRAINING CLASSES FOR RESIDENTS AS WELL AS SENIORS FROM OUR COMMUNITY. BOTH CLASSES HAD 15 STUDENTS.- ASBURY PROVIDES SPACE FOR THE MARYVILLE ALCOA ROTARY CLUB TO PACK FOOD FOR THE FOOD FOR KIDS BACKPACK PROGRAM THROUGH SECOND HARVEST.- ASBURY PARTICIPATES IN THE ANNUAL BLOUNT COUNTY CHILI COOKOFF WHICH RAISES MONEY TO PROVIDE DICTIONARIES TO ALL 3RD GRADE STUDENTS IN BLOUNT COUNTY. LAST YEAR, ASBURY WON 1ST PLACE IN THE CHILI COOK-OFF AND ALSO TOOK THE "PEOPLE'S CHOICE" AWARD FOR THE BEST CHILI AT THE EVENT.- RESIDENTS AND STAFF AT BAYSMONT HAVE COLLECTED APPROXIMATELY 1,000 POUNDS OF FOOD FOR SECOND HARVEST. ALSO, RESIDENTS AND STAFF COLLECTED FOOD ITEMS FOR FOREST RIDGE MANOR CHRISTMAS BOXES LAST YEAR. 28435008 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 93 0 1 825 1 0 0 0 0 0 0 0 0 0 0 X 12 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X MICHAEL CONNELL 3012502028 20030 CENTURY BLVD SUITE 300 GERMANTOWN MD 20874 X SANDRA DAVIS CHAIR 1.00 X X 0 0 0 GUY WILSON VICE CHAIR 1.00 X X 0 0 0 MARVIN EICHORN BOARD MEMBER 1.00 X 0 0 0 LARRY MARTIN BOARD MEMBER 1.00 X 0 0 0 MARSHEINE MCCLURG SECRETARY 1.00 X X 0 0 0 BETH STUBBS TREASURER 1.00 X X 0 0 0 ANGEL NORMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL CULLEN BOARD MEMBER 1.00 X 0 0 0 NELLIE WARD COLE BOARD MEMBER 1.00 X 0 0 0 COLE PIPER BOARD MEMBER 1.00 X 0 0 0 BOB MCCOLLUM BOARD MEMBER 1.00 X 0 0 0 KAREN COBER BOARD MEMBER 1.00 X 0 0 0 DAVID ATKINSON BOARD MEMBER 1.00 X 0 0 0 BISHOP MARY VIRGINIA TAYLOR BOARD MEMBER 1.00 X 0 0 0 MARJORIE SHONNARD VP OPERATIONS 50.00 X 0 0 0 RHONDA TERANTO VP OF FINANCIAL STRATEGIES 40.00 X 0 0 0 0 0 0 0 0 0 0 FUNCTIONAL PATHWAYS OF TENNESSEE PO BOX 720477 ATLANTA GA 30358 THERAPY SERVICES 2686518 ARAMARK INC 24863 NETWORK PLACE CHICAGO IL 60673 FOOD SUPPLIES & HOUSEKEEPING SERVICE 2534347 PHARMACY NETWORK SERVICES INC PO BOX 6075 JOHNSON CITY TN 37604 PHARMACY SERVICES 2165659 THE ASBURY GROUP INC 20030 CENTURY BLVD SUITE 300 GERMANTOWN MD 20874 MANAGEMENT, INFORMATION TECHNOLOGY 1996819 MITCH COX CONSTRUCTION INC 801 SUNSET DRIVE SUITE D-1 JOHNSON CITY TN 37604 CONSTRUCTION SERVICES 991353 11 38571 38571 RESIDENT REVENUE 623000 31691027 31691027 634342 634342 32325369 425197 425197 1330014 0 1330014 1330014 1330014 34119151 32325369 0 1755211 X 12841861 12004179 837682 106322 104620 1702 1766315 1733675 32640 960615 895686 64929 1996819 1996819 178618 178618 61570 61570 3940437 3643415 297022 147592 134210 13382 929114 657372 271742 2455175 1008709 1446466 72285 14067 58218 693010 2108 690902 2150483 2150483 617476 617476 MEDICAL SUPPLIES 1640487 1640047 440 FOOD 1482614 1482614 BAD DEBTS 1443826 1441369 2457 REPAIRS AND MAINTENANCE 866661 607938 258723 465798 297040 168758 34817078 28435008 6382070 0 9487573 4892027 2233314 2281021 575310 11673 1337782 1212834 70460129 26115808 45219268 44344321 12771690 19285528 1038001 844096 72662938 72871500 3243845 4159754 21112363 23827568 24125650 21424453 164271 -45299 48646129 49366476 X 23818038 23378090 145380 73543 53391 53391 24016809 23505024 72662938 72871500 X -697927 42530 38571 105041 X X 0 1 X 1 0 X 171421 25887 37043 42648 38571 315570 29894919 31382863 33658014 34520090 32325369 161781255 30066340 31408750 33695057 34562738 32363940 162096825 33700 21050 23550 78300 0 33700 21050 23550 78300 162018525 72399 43082 265470 304420 425197 1110568 72399 43082 265470 304420 425197 1110568 3708 31744 59817 -2082 93187 30142447 31483576 34020344 34865076 32789137 163300580 0.99210 0.99400 0.00680 0.00510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2863 2863 0 PART II-B, LINE 1: A PORTION OF ASSOCIATION DUES PAID ARE ATTRIBUTABLE TO LOBBYING EXPENSES. 53391 53391 53391 53391 53391 53391 53391 53391 451965 451965 1.00000 1 0 1071405 1071405 56152964 18417103 37735861 10480100 6627324 3852776 2755660 1071381 1684279 44344321 USER BOND AGREEMENTS 7735195 F ENDOWMENT FUNDS 53391 F WORKER'S COMPENSATION FUND 295892 F OTHER SECURITIES 11201050 F 19285528 DUE FROM (DUE TO) OTHER FACILITIES -45299 -45299 X PART V, LINE 4: BENEVOLENT CARE. PART X, LINE 2: ASBURY, INC. IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES. THE INCOME TAX RETURN FOR ASBURY, INC. IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. ASBURY, INC. IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE ORGANIZATION HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. A THE HEALTH AND EDUCATIONAL FACILITIES BOARD OF BLOUNT COUNTY 621192419 094900BC0 2007-05-30 13415000 REIMBURSE CORPORATION FOR A SWAP TERMINATION PAYMENT, REFINANCE BANK LOAN 0 0 0 B THE HEALTH AND EDUCATIONAL FACILITIES BOARD OF BLOUNT COUNTY 621192419 NONEAVAIL 2010-12-30 16000000 TO FINANCE CONSTRUCTION OF 36 NEW UNITS, IMPROVEMENTS, PAY BOND FEES 0 0 0 A 3520000 13353977 1286556 11832658 234763 2007 1 0 1 1 B 3679964 16000000 264422 15735578 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 1 0 0 0 1 A 1 B 1 GUY WILSON BOARD MEMBER 895826 SEE BELOW 0 PART IV (D) ASBURY HAS USED PHARMACY NETWORK SERVICES (FORMERLY WILSON PHARMACY) AS ITS PHARMACEUTICAL VENDOR FOR AT LEAST FIFTEEN YEARS. ASBURY ADDED PNS TO THE MARYVILLE CAMPUS NINE YEARS AGO. PNS IS OWNED BY BOARD MEMBER GUY WILSON. ORIGINALLY APPOINTED BY THE BISHOP, WILSON HAS BEEN ON THE BOARD OF ASBURY FOR SEVERAL YEARS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION IS UNDER A MANAGEMENT AGREEMENT WITH THE ASBURY GROUP. FORM 990, PART VI, SECTION B, LINE 11 THE ASBURY, INC. 990 FOR THE YEAR ENDED 3/31/2015 WAS POSTED TO THE ASBURY BOARDLINK INTRANET SITE FOR THE BOARD TO REVIEW. ANY COMMENTS WERE FORWARDED TO JACK EDWARDS, REGULATORY REPORTING & TAX MANAGER FOR ASBURY COMMUNITIES, INC. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION RECOGNIZES THAT THE POTENTIAL FOR CONFLICT OF INTEREST EXISTS FOR DECISION-MAKERS AT ALL LEVELS WITH ASBURY. THIS INCLUDES MEMBERS OF THE GOVERNING BOARD, ADMINISTRATION, AND ALL PERSONNEL IN POSITIONS TO MAKE AND/OR INFLUCENCE DECISIONS. IT IS ASBURY'S POLICY THAT ANY POTENTIAL CONFLICT OF INTEREST BE DISCLOSED SO THAT APPROPRIATE ACTIONS MAY BE TAKEN TO ENSURE SUCH CONFLICT DOES NOT INAPPROPRIATELY INFLUENCE DECISIONS. ANY MEMBER OF THE BOARD OF DIRECTORS BEING AWARE OF ANY POTENTIAL CONFLICT OF INTEREST IS EXPECTED TO DISCLOSE THIS POTENTIAL CONFLICT TO OTHER BOARD MEMBERS, REFRAIN FROM UNDUE INFLUENCE, AND ABSTAIN FROM VOTING. STATING ONE'S POSITION, AND/OR ANSWERING QUESTIONS OF OTHER MEMBERS MAY BE IN ORDER. THE MINUTES OF THE MEETING WILL REFLECT SUCH DISCLOSURES AND ABSTENTION. FORM 990, PART VI, SECTION B, LINE 15 A STUDY PREPARED BY AN OUTSIDE CONSULTANT IS UTILIZED WHEN CONSIDERING SALARY AND SALARY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 3,637,271. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,637,271. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 6,144. MANAGEMENT AND GENERAL EXPENSES 297,022. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,166. FORM 990, PART XI, LINE 9: RELEASE OF ASSETS FROM RESTRICTION 105,041. FORM 990, PART XII, LINE 2C: NO CHANGE IN METHOD FROM PRIOR YEAR. FOREST RIDGE MANOR INC 910 WILDER CHAPEL LANE MARYVILLE TN 37804 201885811 TO PROVIDE ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES TN 501(C)(3) LINE 11A, I ASBURY INC 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0