ASBURY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY INC (EIN 62-0630670)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2015-02-11
- IRS object ID
- 201510429349301526
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-11T15:16:38-06:00 | ReturnTs |
| Tax Period End | 2014-03-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NORTH TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620630670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASBU | BusinessNameControlTxt |
| Phone | 8659826109 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 WILDER CHAPEL LANE | AddressLine1 |
| City | MARYVILLE | City |
| State | TN | State |
| ZIP Code | 37804 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARJORIE SHONNARD | PersonNm |
| Person Title | VP OF OPERATIONS | PersonTitleTxt |
| Phone | 8659826109 | PhoneNum |
| Signature | 2015-02-11 | 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 | 7049985200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARJORIE SHONNARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 WILDER CHAPEL LANE | AddressLine1 |
| City | MARYVILLE | City |
| State | TN | State |
| ZIP Code | 37804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,068,467 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASBURYPLACE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | CELEBRATE LIFE - EVERY DAY, THROUGH EVERY CIRCUMSTANCE, WITH EVERY PERSON, IN EVERY WAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 816 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $70,985 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,566 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,658,014 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,520,090 | CYProgramServiceRevenueAmt |
| PY Investment Income | $83,080 | PYInvestmentIncomeAmt |
| CY Investment Income | $507,206 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,875 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $33,837,954 | PYTotalRevenueAmt |
| CY Total Revenue | $35,067,862 | 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 | $14,958,364 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,708,360 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,200,824 | PYOtherExpensesAmt |
| CY Other Expenses | $18,914,097 | CYOtherExpensesAmt |
| PY Total Expenses | $34,159,188 | PYTotalExpensesAmt |
| CY Total Expenses | $35,622,457 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$321,234 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$554,595 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,794,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,662,938 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,661,713 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,646,129 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,132,519 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,016,809 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE SENIOR COMMUNITIES THAT OFFER FREEDOM AND SECURITY WITH COMPASSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,312,745 | ExpenseAmt |
| Revenue | $34,520,090 | RevenueAmt |
| Desc | 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 ENVIRONMENT, 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 YEARS COMMUNITY BENEFIT ACCOMPLISHMENTS AT ASBURY, INC. INCLUDE THE FOLLOWING:ALZHEIMERS WALK TO BENEFIT ALZHEIMERS TN. TEAM ASBURY HAD OVER 90 PARTICIPANTS, ABOUT 20% WERE RESIDENTS. FUND RAISERS HOSTED THROUGHOUT THE YEAR INCLUDING CHILI COOKOFF, SOUP LUNCHES, ETC. ASBURY PLACE IS ALSO A PREMIER SPONSOR OF THIS EVENT, LOGO APPEARS 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 $$ DONATED.UNITED WAY CAN/FOOD DRIVE. RESIDENTS AND ASSOCIATES COLLECTED OVER 2,500 POUNDS OF FOOD, AND ASBURY WON 1ST PLACE IN OUR DIVISION WITH AN AVERAGE OF 10.36 POUNDS PER ASSOCIATE COLLECTED. 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, CHILDRENS 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 A MISSION TRIPS TO LATVIA & HAITI.HC EMPLOYS 2 TEENAGE INTERNS FROM THE TN CAREER CENTER FOR 10 WEEKS.AL COLLECTS DONATIONS OF CLOTHES, SHOES, ETC FOR MONTHLY TRIP TO NEW PROVIDENCE WHERE THEY HOST A RUMMAGE SALE TO RAISE $ FOR AREA MINISTRIES.ASBURY IN MISSION GROUP INVOLVED IN SUPPORTING LOCAL BATTERED WOMENS 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 W/ASSOCIATES.VESPERS CONGREGATION DONATES MONEY TO HEALTH CARE CENTER RESIDENT CHRISTMAS FUND YEARLY. (FUND PROVIDES A GIFT FOR EACH RESIDENT IN THE NURSING HOME) 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, ASBURY SIGN PROMINENTLY DISPLAYED IN FRONT.HOSTED COMMUNITY EASTER EGG HUNT AT THE AL, HAD AREA PUBLIC SERVICE PROVIDERS BRING FIRETRUCKS, POLICE CARS, ETC. RESIDENTS DONATED THE CANDY AND HAD AN EASTER BONNET CONTEST.WE HOST THE GIRL SCOUTS IN THE COMMUNITY FOR TRICK-OR-TREATING AT AL AND HC IN OCTOBER, RESIDENTS AND ASSOCIATES COLLECT CANDY THROUGHOUT THE MONTH OF OCTOBER.VETERANS HISTORY PROJECT -- SPONSORED BY DAUGHTERS OF THE CONFEDERACY ASBURY PROVIDED LOCATION FOR FILMING VETERAN INTERVIEWS, INCLUDING SOME OF OUR OWN RESIDENTS, WHICH WERE SENT TO LIBRARY OF CONGRESS FOR THE NATIONAL ARCHIVES.ORGANIZE EARLY VOTING ON CAMPUS FOR RESIDENTS IN THE AL & 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, IN OUR OWN HEALTH CARE CENTER.WE HAVE APPROX. 13 VOLUNTEERS THAT "WORK" ON OUR CAMPUS.WE EMPLOY PRN ACTIVITY ASSISTANTS, COLLEGE STUDENTS.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 APPRX 1,000 POUNDS OF FOOD FOR SECOND HARVEST.ALSO, RESIDENTS AND STAFF COLLECTED FOOD ITEMS FOR FOREST RIDGE MANOR CHRISTMAS BOXES LAST YEAR.AN ASSOCIATE ATTENDS THE JOHNSON CITY CHAMBER OF COMMERCE MEETINGS AND ASSISTS WITH AMERICAN CANCER SOCIETY EVENTS.TIME DONATED AS EDUCATIONAL SPEAKER AT THE HEALTH RESOURCES CENTER.SUPPORTED THE WASHINGTON COUNTY ANIMAL SHELTER. ADDITIONALLY, THE KINGSPORT CAMPUS PARTICIPATED IN FUN FEST SENIOR FEST, FUN FEST FARM FEST, GASTO-ENTEROLOGY 5K RUN, KINGSPORT CHAMBER OF COMMERCE, ALZHEIMERS WALK, CANCER WALK, UNITED WAY,AND THE DRAGONBOAT RACE FOR MOUNTAIN STATES HEALTH ALLIANCE ONCOLOGY SERVICES. | Desc |
| Total Program Service Expenses | $29,312,745 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 816 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL CONNELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012502028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20030 CENTURY BLVD SUITE 300 | AddressLine1 |
| City | GERMANTOWN | City |
| State | MD | State |
| ZIP Code | 20874 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GUY WILSON | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN C DAVES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARVIN EICHORN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY MARTIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHEINE MCCLURG | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETH STUBBS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANGEL NORMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CULLEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA DAVIS | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NELLIE WARD COLE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLE PIPER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB MCCOLLUM | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RHONDA TERANTO | ||||||
| VP OF FINANCIAL STRATEGIES | 40.00 | Yes (X) | $0 | $0 | $0 | |
| MARJORIE SHONNARD | ||||||
| VP OPERATIONS | 50.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK INC | |||||
| 24863 NETWORK PLACE | CHICAGO | IL | 60673 | FOOD SUPPLIES & HOUSEKEEPING SERVICE | $2,567,206 |
| FUNCTIONAL PATHWAYS OF TENNESSEE | |||||
| PO BOX 720477 | ATLANTA | GA | 30358 | THERAPY SERVICES | $2,338,291 |
| THE ASBURY GROUP INC | |||||
| 20030 CENTURY BLVD SUITE 300 | GERMANTOWN | MD | 20874 | MANAGEMENT, INFORMATION TECHNOLOGY | $2,227,644 |
| MITCH COX CONSTRUCTION INC | |||||
| 801 SUNSET DRIVE SUITE D-1 | JOHNSON CITY | TN | 37604 | CONSTRUCTION SERVICES | $1,050,351 |
| PHARMACY NETWORK SERVICES INC | |||||
| PO BOX 6075 | JOHNSON CITY | TN | 37604 | PHARMACY SERVICES | $937,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $40,566 | AllOtherContributionsAmt |
| Total Contributions | $40,566 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $33,900,326 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,900,326 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $619,764 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $619,764 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,520,090 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $304,420 | TotalRevenueColumnAmt |
| Exclusion | $304,420 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,391 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $605 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,391 | SecuritiesAmt |
| Other | -$605 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,786 | TotalRevenueColumnAmt |
| Exclusion | $202,786 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,067,862 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,520,090 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $507,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,763,071 | TotalAmt |
| Program Services | $12,807,655 | ProgramServicesAmt |
| Management And General | $955,416 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,391 | TotalAmt |
| Program Services | $153,612 | ProgramServicesAmt |
| Management And General | $2,779 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,742,084 | TotalAmt |
| Program Services | $1,721,129 | ProgramServicesAmt |
| Management And General | $20,955 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,046,814 | TotalAmt |
| Program Services | $972,677 | ProgramServicesAmt |
| Management And General | $74,137 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,227,644 | TotalAmt |
| Management And General | $2,227,644 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,206 | TotalAmt |
| Management And General | $11,206 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,694 | TotalAmt |
| Management And General | $51,694 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,273,205 | TotalAmt |
| Program Services | $4,045,453 | ProgramServicesAmt |
| Management And General | $227,752 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,742 | TotalAmt |
| Program Services | $169,136 | ProgramServicesAmt |
| Management And General | $13,606 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,945 | TotalAmt |
| Program Services | $652,271 | ProgramServicesAmt |
| Management And General | $228,674 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,226,655 | TotalAmt |
| Program Services | $1,071,755 | ProgramServicesAmt |
| Management And General | $1,154,900 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,360 | TotalAmt |
| Program Services | $29,691 | ProgramServicesAmt |
| Management And General | $75,669 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,005 | TotalAmt |
| Program Services | $2,205 | ProgramServicesAmt |
| Management And General | $769,800 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,385,881 | TotalAmt |
| Program Services | $2,385,881 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,351 | TotalAmt |
| Program Services | $558,351 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $1,803,836 | $1,803,360 | $476 |
| FOOD | $1,514,246 | $1,514,246 | |
| REPAIRS AND MAINTENANCE | $1,011,167 | $661,747 | $349,420 |
| BAD DEBTS | $489,839 | $489,839 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,321 | TotalAmt |
| Program Services | $273,737 | ProgramServicesAmt |
| Management And General | $145,584 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,622,457 | TotalAmt |
| Program Services | $29,312,745 | ProgramServicesAmt |
| Management And General | $6,309,712 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,330,695 | BOYAmt |
| EOY | $9,487,573 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,019,192 | BOYAmt |
| EOY | $2,233,314 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,279 | BOYAmt |
| EOY | $575,310 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,203,042 | BOYAmt |
| EOY | $1,337,782 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,199,383 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,980,115 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,330,014 | BOYAmt |
| EOY | $45,219,268 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,251,523 | BOYAmt |
| EOY | $12,771,690 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,074,487 | BOYAmt |
| EOY | $1,038,001 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,794,232 | BOYAmt |
| EOY | $72,662,938 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,027,647 | BOYAmt |
| EOY | $3,243,845 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,832,114 | BOYAmt |
| EOY | $21,112,363 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,729,393 | BOYAmt |
| EOY | $24,125,650 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,559 | BOYAmt |
| EOY | $164,271 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,661,713 | BOYAmt |
| EOY | $48,646,129 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,976,396 | BOYAmt |
| EOY | $23,818,038 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,732 | BOYAmt |
| EOY | $145,380 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,391 | BOYAmt |
| EOY | $53,391 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,132,519 | BOYAmt |
| EOY | $24,016,809 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,794,232 | BOYAmt |
| EOY | $72,662,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$554,595 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $438,885 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,043 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,648 | CurrentTaxYearAmt |
| Total | $296,596 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,258,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,894,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,382,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,658,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,520,090 | CurrentTaxYearAmt |
| Total | $157,714,345 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,278,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,066,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,408,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,695,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,562,738 | CurrentTaxYearAmt |
| Total | $158,010,941 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $33,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,050 | CurrentTaxYearAmt |
| Total | $54,750 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $33,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,050 | CurrentTaxYearAmt |
| Total | $54,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $157,956,191 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $265,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,420 | CurrentTaxYearAmt |
| Total | $809,440 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $265,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,420 | CurrentTaxYearAmt |
| Total | $809,440 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,708 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$2,082 | CurrentTaxYearAmt |
| Total | $93,187 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,402,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,142,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,483,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,020,344 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,865,076 | CurrentTaxYearAmt |
| Total | $158,913,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99470 | PublicSupportPY509Pct |
| Investment Income CY | 0.00510 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,049 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,049 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | A PORTION OF ASSOCIATION DUES PAID ARE ATTRIBUTABLE TO LOBBYING EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,391 | BeginningYearBalanceAmt |
| End Year Balance | $53,391 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,391 | BeginningYearBalanceAmt |
| End Year Balance | $53,391 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,391 | BeginningYearBalanceAmt |
| End Year Balance | $53,391 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $451,965 | BeginningYearBalanceAmt |
| Other Expenditures | $451,965 | OtherExpendituresAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $451,965 | BeginningYearBalanceAmt |
| End Year Balance | $451,965 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,258,592 | OtherCostOrOtherBasisAmt |
| Book Value | $1,258,592 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,453,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,553,195 | DepreciationAmt |
| Book Value | $38,900,277 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,881,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,469,681 | DepreciationAmt |
| Book Value | $4,411,911 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,605,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $957,239 | DepreciationAmt |
| Book Value | $648,488 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $45,219,268 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| USER BOND AGREEMENTS | $2,390,200 | F |
| ENDOWMENT FUNDS | $53,391 | F |
| WORKER'S COMPENSATION FUND | $311,852 | F |
| OTHER DESIGNATED FUNDS | $175,474 | F |
| OTHER SECURITIES | $9,840,773 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,771,690 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKERS' COMPENSATION RESERVE | Desc |
| Amt | $164,271 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $164,271 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS REPRESENT ENDOWMENT CONTRIBUTIONS. THE STATE OF TENNESSEE HAS ADOPTED THE TENNESSEE PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("UPMIFA"). WITH THIS ADOPTION IN THE PRIOR YEAR, THE ORGANIZATION EXAMINED ITS PERMANENTLY RESTRICTED NET ASSETS AND DETERMINED THAT APPROXIMATELY $452,000 SHOULD BE RECLASSIFIED AS UNRESTRICTED NET ASSETS. A RECLASSIFICATION WAS MADE BY THE ORGANIZATION REGARDING THESE ASSETS AT MARCH 31, 2011. THE ORGANIZATION DETERMINED THE REMAINING $53,391 WHICH WAS RECEIVED DURING 2011 AND REPRESENTS THE ORIGINAL VALUE OF THE DONATIONS, IS PROPERLY CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS AT MARCH 31, 2013 AND 2011. INCOME EARNED FROM THE RELATED INVESTMENTS IS UNRESTRICTED. THE ORGANIZATION RECEIVED NO PERMANENTLY RESTRICTED DONATIONS DURING THE YEAR ENDED MARCH 31, 2012. |
| 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE HEALTH AND EDUCATIONAL FACILITIES BOARD OF BLOUNT COUNTY | ||||||||
| A | 621192419 | 094900BC0 | 2007-05-30 | $13,415,000 | REIMBURSE CORPORATION FOR A SWAP TERMINATION PAYMENT, REFINANCE BANK LOAN | 0 | 0 | 0 |
| THE HEALTH AND EDUCATIONAL FACILITIES BOARD OF BLOUNT COUNTY | ||||||||
| B | 621192419 | 094900BD8 | 2007-05-30 | $920,000 | REFUND PRIOR BONDS, FUND RESERVE FUND #1, AND TO PAY CERTAIN EXPENSES | 0 | 0 | 0 |
| THE HEALTH AND EDUCATIONAL FACILITIES BOARD OF BLOUNT COUNTY | ||||||||
| C | 621192419 | NONEAVAIL | 2010-12-30 | $16,000,000 | TO FINANCE CONSTRUCTION OF 36 NEW UNITS, IMPROVEMENTS, PAY BOND FEES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $13,353,977 | $1,286,556 | $11,832,658 | $234,763 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $920,000 | $293,783 | 2007 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $626,217 | ||
| C | $16,000,000 | $264,422 | Yes (1) | 0 | Yes (1) | Yes (1) | $15,735,578 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV., ARBITRAGE, LINE 2C | FormAndLineReferenceDesc |
| Explanation | (A) (B) (C) ISSUER NAME: THE HEALTH AND EDUCATIONAL BOARD OF BLOUNT COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED MAY 30, 2014. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUY WILSON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $937,475 | TransactionAmt |
| Transaction | SEE BELOW | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV (D) | FormAndLineReferenceDesc |
| Explanation | 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 EIGHT 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 3/31/2014 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 INFLUENCE 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 ANY 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 | OTHER: PROGRAM SERVICE EXPENSES 4,045,453. MANAGEMENT AND GENERAL EXPENSES 227,752. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,273,205. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE IN METHOD FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOREST RIDGE MANOR INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 WILDER CHAPEL LANE | AddressLine1 |
| City | MARYVILLE | City |
| State | TN | State |
| ZIP Code | 37804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201885811 | EIN |
| Primary Activities | TO PROVIDE ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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