2015-02-11T15:16:38-06:00 2014-03-31 410746749 CLIFTONLARSONALLEN LLP 101 NORTH TRYON STREET SUITE 1000 CHARLOTTE NC 28246 990 2013-04-01 620630670 ASBURY INC ASBU 8659826109 910 WILDER CHAPEL LANE MARYVILLE TN 37804 MARJORIE SHONNARD VP OF OPERATIONS 8659826109 2015-02-11 1 JOHN NORMAN P01506766 7049985200 2013 2016-03-07 17:11:31Z MARJORIE SHONNARD 910 WILDER CHAPEL LANE MARYVILLE TN 37804 35068467 0 X WWW.ASBURYPLACE.ORG X 1956 TN CELEBRATE LIFE - EVERY DAY, THROUGH EVERY CIRCUMSTANCE, WITH EVERY PERSON, IN EVERY WAY. 11 10 816 34 0 0 70985 40566 33658014 34520090 83080 507206 25875 0 33837954 35067862 0 0 0 0 14958364 16708360 0 0 0 19200824 18914097 34159188 35622457 -321234 -554595 69794232 72662938 45661713 48646129 24132519 24016809 X TO PROVIDE SENIOR COMMUNITIES THAT OFFER FREEDOM AND SECURITY WITH COMPASSION. 0 0 29312745 34520090 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. 29312745 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 1 106 0 816 0 0 0 0 0 0 0 0 0 0 0 X 11 10 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 GUY WILSON VICE CHAIR 1.00 X X 0 0 0 STEPHEN C DAVES BOARD MEMBER 1.00 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 SANDRA DAVIS CHAIR 1.00 X 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 RHONDA TERANTO VP OF FINANCIAL STRATEGIES 40.00 X 0 0 0 MARJORIE SHONNARD VP OPERATIONS 50.00 X 0 0 0 0 0 0 0 0 0 0 ARAMARK INC 24863 NETWORK PLACE CHICAGO IL 60673 FOOD SUPPLIES & HOUSEKEEPING SERVICE 2567206 FUNCTIONAL PATHWAYS OF TENNESSEE PO BOX 720477 ATLANTA GA 30358 THERAPY SERVICES 2338291 THE ASBURY GROUP INC 20030 CENTURY BLVD SUITE 300 GERMANTOWN MD 20874 MANAGEMENT, INFORMATION TECHNOLOGY 2227644 MITCH COX CONSTRUCTION INC 801 SUNSET DRIVE SUITE D-1 JOHNSON CITY TN 37604 CONSTRUCTION SERVICES 1050351 PHARMACY NETWORK SERVICES INC PO BOX 6075 JOHNSON CITY TN 37604 PHARMACY SERVICES 937475 16 40566 40566 RESIDENT REVENUE 623000 33900326 33900326 619764 619764 34520090 304420 304420 203391 0 605 203391 -605 202786 202786 35067862 34520090 0 507206 X 13763071 12807655 955416 156391 153612 2779 1742084 1721129 20955 1046814 972677 74137 2227644 2227644 11206 11206 51694 51694 4273205 4045453 227752 182742 169136 13606 880945 652271 228674 2226655 1071755 1154900 105360 29691 75669 772005 2205 769800 2385881 2385881 558351 558351 MEDICAL SUPPLIES 1803836 1803360 476 FOOD 1514246 1514246 REPAIRS AND MAINTENANCE 1011167 661747 349420 BAD DEBTS 489839 489839 419321 273737 145584 35622457 29312745 6309712 0 11330695 9487573 3019192 2233314 585279 575310 1203042 1337782 70199383 24980115 43330014 45219268 9251523 12771690 1074487 1038001 69794232 72662938 4027647 3243845 15832114 21112363 25729393 24125650 72559 164271 45661713 48646129 X 23976396 23818038 102732 145380 53391 53391 24132519 24016809 69794232 72662938 -554595 438885 0 X X 0 1 X 1 0 X 19597 171421 25887 37043 42648 296596 28258459 29894919 31382863 33658014 34520090 157714345 28278056 30066340 31408750 33695057 34562738 158010941 33700 21050 54750 0 33700 21050 54750 157956191 124069 72399 43082 265470 304420 809440 124069 72399 43082 265470 304420 809440 3708 31744 59817 -2082 93187 28402125 30142447 31483576 34020344 34865076 158913568 0.99400 0.99470 0.00510 0.00440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3049 3049 0 PART II-B, LINE 1: A PORTION OF ASSOCIATION DUES PAID ARE ATTRIBUTABLE TO LOBBYING EXPENSES. 53391 53391 53391 53391 53391 53391 451965 451965 451965 451965 1.00000 1 0 1258592 1258592 56453472 17553195 38900277 10881592 6469681 4411911 1605727 957239 648488 45219268 USER BOND AGREEMENTS 2390200 F ENDOWMENT FUNDS 53391 F WORKER'S COMPENSATION FUND 311852 F OTHER DESIGNATED FUNDS 175474 F OTHER SECURITIES 9840773 F 12771690 WORKERS' COMPENSATION RESERVE 164271 164271 X 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. 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 094900BD8 2007-05-30 920000 REFUND PRIOR BONDS, FUND RESERVE FUND #1, AND TO PAY CERTAIN EXPENSES 0 0 0 C 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 13353977 1286556 11832658 234763 2007 1 0 1 1 B 920000 293783 626217 2007 1 1 1 1 C 16000000 264422 15735578 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 1 0 0 0 1 A 1 B 1 C 1 SCHEDULE K, PART IV., ARBITRAGE, LINE 2C (A) (B) (C) ISSUER NAME: THE HEALTH AND EDUCATIONAL BOARD OF BLOUNT COUNTY DATE THE REBATE COMPUTATION WAS PERFORMED MAY 30, 2014. GUY WILSON BOARD MEMBER 937475 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 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. 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. 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