2014-02-14T10:12:26-06:00 2013-03-31 410746749 CLIFTONLARSONALLEN LLP 101 N TRYON STREET SUITE 1000 CHARLOTTE NC 28246 990 2012-04-01 620630670 ASBURY INC ASBU 8659826109 910 WILDER CHAPEL LANE MARYVILLE TN 37804 MARJORIE SHONNARD 8659826109 2014-02-10 1 JOHN NORMAN P01506766 7049985200 2012 2015-11-30 17:44:51Z MARJORIE SHONNARD 910 WILDER CHAPEL LANE MARYVILLE TN 37804 35287954 0 X WWW.ASBURYPLACE.ORG X 1956 TN CELEBRATE LIFE - EVERY DAY, THROUGH EVERY CIRCUMSTANCE, WITH EVERY PERSON, IN EVERY WAY. 12 11 774 42 0 0 112555 70985 31556612 33658014 43082 83080 31744 25875 31743993 33837954 0 0 0 0 13317251 14958364 0 0 0 18289387 19200824 31606638 34159188 137355 -321234 59301690 69794232 35186048 45661713 24115642 24132519 X CELEBRATE LIFE - EVERY DAY, THROUGH EVERY CIRCUMSTANCE, WITH EVERY PERSON, IN EVERY WAY. 0 0 27850340 33658014 ASBURY, INC. PROVIDES A REGIONAL NETWORK OF CONTINUING CARE RETIREMENT COMMUNITIES THAT MINISTER TO THE SPIRITUAL AND PHYSICAL NEEDS OF RESIDENTS, PROVIDE SAFE, CLEAN, AND COMFORTABLE ENVIRONMENTS, AND TREAT SENIORS WITH RESPECT AND DIGNITY. OVER 210,000 RESIDENT DAYS OF SERVICE WERE PROVIDED DURING THE FISCAL YEAR. ASBURY, INC. CONTRIBUTES TIME, SPACE AND MANPOWER BACK TO THE GREATER COMMUNITIES 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 OVER 75 PARTICIPANTS, AND ABOUT 30% WERE RESIDENTS. FUND RAISERS HOSTED THROUGHOUT THE YEAR INCLUDING CHILI COOKOFF, SOUP LUNCHES, ETC. ASBURY PLACE IS ALSO A PREMIER SPONSOR OF THIS EVENT, AND OUR LOGO APPEARS ON THE BACK OF THE WALK T-SHIRT AND IS PROMINENTLY DISPLAYED ON THE WALK T-SHIRT. WE USUALLY PLACE IN THE TOP 3 IN AMOUNT OF MONEY DONATED.- UNITED WAY CAN FOOD DRIVE. RESIDENTS AND ASSOCIATES COLLECTED OVER 6,900 POUNDS OF FOOD, AND ASBURY WON 1ST PLACE IN OUR DIVISION. - WE PARTICIPATE IN THE GAS DAY UNITED WAY FUNDRAISER BY MANNING A GAS STATION ALL DAY AND PUMPING GAS FOR TIPS TO RAISE AWARENESS AND FUNDS.- RECYCLING: OUR RESIDENTS AND ASSOCIATES RECYCLE PAPER, CARDBOARD, CANS, PLASTIC, AND BATTERIES. RESIDENTS IN AL HAVE BINS IN THEIR LAUNDRY ROOMS, AND 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 RECYCLING BINS ARE UTILIZED AT HC AND AL.- AL RESIDENTS REGULARLY PARTICIPATE IN MAKING CLOTHES AND COLLECTING SCHOOL SUPPLIES FOR A HAITI ORPHANAGE, LOCAL RESCUE SQUAD, CHILDREN'S HOSPITAL, AND 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. ALSO EMPLOYED ARE PRN ACTIVITY ASSISTANTS AND COLLEGE STUDENTS.- AL COLLECTS DONATIONS OF CLOTHES, SHOES, ETC. FOR MONTHLY TRIPS TO NEW PROVIDENCE, WHERE THEY HOST A RUMMAGE SALE TO RAISE FUNDS FOR AREA MINISTRIES.- ASBURY IN MISSION GROUP IS INVOLVED IN SUPPORTING A LOCAL BATTERED WOMEN'S HOME AND VARIOUS OTHER LOCAL CHARITIES AND NON-PROFIT ORGANIZATIONS.- ASBURY HAS "ADOPTED A MILE" OF AMERINE ROAD FOR THE KEEP BLOUNT BEAUTIFUL ORGANIZATION. WE KEEP LITTER PICKED UP AND HOST CLEAN UP DAYS WITH ASSOCIATES.- VESPERS CONGREGATION DONATES MONEY TO THE HEALTH CARE CENTER RESIDENT CHRISTMAS FUND YEARLY. (THE FUND PROVIDES A GIFT FOR EACH RESIDENT IN THE NURSING HOME.)- ASBURY SPONSORS A CHRISTMAS TREE ON THE BLOUNT COUNTY COURTHOUSE LAWN EACH YEAR. RESIDENTS MAKE ORNAMENTS. THE ASBURY SIGN IS PROMINENTLY DISPLAYED IN FRONT.- WE HOSTED A COMMUNITY EASTER EGG HUNT AT AL, AND HAD AREA PUBLIC SERVICE PROVIDERS BRING FIRETRUCKS, POLICE CARS, ETC. RESIDENTS DONATED THE CANDY AND HAD AN EASTER BONNET CONTEST.- WE HOSTED THE GIRL SCOUTS IN THE COMMUNITY FOR TRICK-OR-TREATING AT AL AND HC IN OCTOBER. RESIDENTS AND ASSOCIATES COLLECTED CANDY THROUGHOUT THE MONTH OF OCTOBER.- VETERAN'S HISTORY PROJECT, SPONSORED BY THE DAUGHTERS OF THE CONFEDERACY: ASBURY PROVIDED THE LOCATION FOR FILMING VETERAN INTERVIEWS, INCLUDING SOME OF OUR OWN RESIDENTS, WHICH WERE SENT TO THE LIBRARY OF CONGRESS FOR THE NATIONAL ARCHIVES.- WE ORGANIZED EARLY VOTING ON CAMPUS FOR RESIDENTS IN ALL LEVELS OF CARE.- WE HAVE TWO RESIDENTS THAT ARE STORYTELLERS THAT REGULARLY "PERFORM" AT MARYVILLE COLLEGE AND OTHER VENUES IN THE AREA.- SEVERAL RL RESIDENTS 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 TWO 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. 27850340 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 58 0 1 774 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 X MICHAEL CONNELL 3012502028 20030 CENTURY BLVD SUITE 300 GERMANTOWN MD 20874 X GUY WILSON 1.00 X 0 0 0 STEPHEN C DAVES 1.00 X X 0 0 0 JACKIE DINGUS 1.00 X X 0 0 0 MARVIN EICHORN 1.00 X X 0 0 0 LARRY MARTIN 1.00 X 0 0 0 MARSHEINE MCCLURG 1.00 X 0 0 0 BETH STUBBS 1.00 X 0 0 0 ANGEL NORMAN 1.00 X 0 0 0 MICHAEL CULLEN 1.00 X 0 0 0 SANDRA DAVIS 1.00 X 0 0 0 NELLIE WARD COLE 1.00 X 0 0 0 COLE PIPER 1.00 X 0 0 0 BOB MCCOLLUM 1.00 X 0 0 0 DOUG LEIDIG 1.00 X X 0 0 0 MARJORIE SHONNARD 40.00 X 0 0 0 BERNIE BOWMAN 40.00 X 0 0 0 0 0 0 0 0 0 0 JOSEPH CONSTRUCTION COMPANY PO BOX 10563 KNOXVILLE TN 37939 CONSTRUCTION SERVICES 2565931 ARAMARK INC 24863 NETWORK PLACE CHICAGO IL 60673 FOOD SUPPLIES & HOUSEKEEPING SERVICE 2540411 FUNCTIONAL PATHWAYS OF TENNESSEE PO BOX 720477 ATLANTA GA 30358 THERAPY SERVICES 2236989 THE ASBURY GROUP INC 20030 CENTURY BLVD SUITE 300 GERMANTOWN MD 20874 MANAGEMENT, INFORMATION TECHNOLOGY 2154360 MITCH COX CONSTRUCTION INC 801 SUNSET DRIVE SUITE D-1 JOHNSON CITY TN 37604 CONSTRUCTION SERVICES 1610109 14 70985 70985 RESIDENT REVENUE 623000 32816111 32816111 841903 841903 33658014 265470 265470 1267610 1450000 -182390 -182390 -182390 25875 25875 25875 33837954 33658014 0 108955 X 12695112 11700103 995009 118969 117131 1838 1258632 1239454 19178 885651 813796 71855 2185041 2185041 296768 296768 61727 61727 4880959 4685531 195428 378076 366554 11522 819606 658446 161160 320210 469 319741 2082402 1051251 1031151 91094 16021 75073 728869 1023 727846 1893937 1893937 493374 493374 MEDICAL SUPPLIES 1845765 1845765 FOOD 1549374 1549374 REPAIRS AND MAINTENANCE 636930 636930 BAD DEBTS 457763 457763 478929 323418 155511 34159188 27850340 6308848 0 8158028 11330695 2889457 3019192 585279 952875 1203042 66015081 22685067 37671650 43330014 8572967 9251523 1056713 1074487 59301690 69794232 4341377 4027647 7399337 15832114 23396851 25729393 48483 72559 35186048 45661713 X 23970687 23976396 91564 102732 53391 53391 24115642 24132519 59301690 69794232 X -321234 363986 -25875 X X 0 1 X 1 0 X 35 19597 171421 25887 37043 253983 26949919 28258459 29894919 31382863 33658014 150144174 26949954 28278056 30066340 31408750 33695057 150398157 33700 33700 0 33700 33700 150364457 167664 124069 72399 43082 265470 672684 167664 124069 72399 43082 265470 672684 3708 31744 59817 95269 27117618 28402125 30142447 31483576 34020344 151166110 0.99470 0.99420 0.00440 0.00550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2712 2712 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: A PORTION OF ASSOCIATION DUES PAID ARE ATTRIBUTABLE TO LOBBYING EXPENSES. 53391 53391 53391 53391 451965 451965 451965 451965 1.00000 1 0 1270042 1270042 53840695 16262131 37578564 9541099 5577194 3963905 1363245 845742 517503 43330014 USER BOND AGREEMENTS 2375157 F ENDOWMENT FUNDS 53391 F WORKER'S COMPENSATION FUND 345000 F OTHER DESIGNATED FUNDS 178362 F OTHER SECURITIES 6299613 F 9251523 WORKERS' COMPENSATION RESERVE 72559 72559 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS REPRESENT ENDOWMENT CONTRIBUTIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 13353977 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 13415000 1286556 11832658 234763 11800000 2007 1 1 1 1 B 920000 293783 625000 1217 2007 1 1 1 1 C 16000000 264422 15735578 0 0 0 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 1 0 0 0 0 1 B 1 0 0 0 0 1 C 1 1 0 0 0 1 GUY WILSON BOARD MEMBER 996431 SEE BELOW 0 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 SEVEN 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 ASBURY, INC. HAS A SYSTEM WIDE FINANCE COMMITTEE. THE ASBURY, INC. BOARD OF DIRECTORS HAS DELEGATED A REVIEW OF THE 990 TO THE SYSTEM FINANCE COMMITTEE. A COPY OF THE FORM WILL BE EMAILED TO COMMITTEE MEMBERS PRIOR TO FILING. ANY COMMENTS WERE FORWARDED TO JACK EDWARDS, REGULATORY REPORTING & TAX MANAGER FOR ASBURY COMMUNITIES, INC. FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, MEMBERS OF BOARD COMMITTEES, AND CERTAIN ASSOCIATES IN MANAGEMENT POSITIONS SHALL BE REQUIRED TO SIGN A STATEMENT ANNUALLY, WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, UNDERSTANDS THAT THE ASBURY GROUP MAY PROVIDE MANAGEMENT SERVICES TO CHARITABLE ORGANIZATIONS AND THAT IN ORDER TO MAINTAIN THEIR FEDERAL TAX EXEMPTIONS, THEY MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES, DISCLOSES ANY FEDERAL INTEREST HE/SHE MAY HAVE, AND ANY GIFTS HE/SHE HAS RECEIVED IN THE PAST YEAR FROM COMPANIES DOING BUSINESS WITH THE ASBURY GROUP, AND COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT ("CIDS") ANNUALLY. THE COMPLIANCE OFFICER SHALL COLLECT AND COMPILE A CIDS REPORT AND SHALL FILE A REPORT WITH THE AUDIT COMMITTEE WITH RESPECT TO ALL CIDS. ALL CIDS SHALL BE AVAILABLE TO THE AUDIT COMMITTEE, AND THE AUDIT COMMITTEE SHALL MONITOR CONFLICT OF INTEREST. 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. OTHER FEES FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 4,685,531. MANAGEMENT AND GENERAL EXPENSES 195,428. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,880,959. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: RELEASE OF ASSETS FROM RESTRICTION -25,875. 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