ASBURY ATLANTIC INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY ATLANTIC INC (EIN 52-0607956)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201303169349301785
- Schema version
- 2012v2.1
- 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 D
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T15:49:56-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WEST GERMANTOWN PIKE SUITE 400 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520607956 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY ATLANTIC INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASBU | NameControl |
| Phone | 3012164100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20030 CENTURY BOULEVARD NO 300 | AddressLine1 |
| City | GERMANTOWN | City |
| State | MD | State |
| ZIP Code | 208741112 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM EHRENFRIED | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 3012164100 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNADETTE O'TOOLE CPA | Name |
| PTIN | P00229258 | PTIN |
| Phone | 2156433900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DOUGLAS LEIDIG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20030 CENTURY BOULEVARD NO 300 | AddressLine1 |
| City | GERMANTOWN | City |
| State | MD | State |
| ZIP Code | 208741112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 127813030 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASBURYMETHODISTVILLAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1945 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | DOING ALL THE GOOD WE CAN:BY ENRICHING THE LIVES OF THOSE WE SERVE.BY ENCOURAGING CONTINUED GROWTH AND LEARNING.BY EMBRACING INDIVIDUALITY.BY ENABLING PERSONAL FULFILLMENT AND DIGNITY THROUGH THE ENTIRE SPAN OF LIFE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1775 | TotalNbrEmployees |
| Total Nbr Volunteers | 2966 | TotalNbrVolunteers |
| Total Gross UBI | 16564 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1344207 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 119838671 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 114931119 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2012203 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2031043 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -127758 | OtherRevenuePriorYear |
| Other Revenue Current Year | -778581 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 121723116 | TotalRevenuePriorYear |
| Total Revenue Current Year | 117527788 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 48368670 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 50192072 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 69806017 | OtherExpensePriorYear |
| Other Expenses Current Year | 72986579 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 118174687 | TotalExpensesPriorYear |
| Total Expenses Current Year | 123178651 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3548429 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5650863 | RevenuesLessExpensesCY |
| Total Assets BOY | 383034603 | TotalAssetsBOY |
| Total Assets EOY | 392643956 | TotalAssetsEOY |
| Total Liabilities BOY | 450015332 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 511480971 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -66980729 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -118837015 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF ASBURY ATLANTIC IS DOING ALL THE GOOD WE CAN:BY ENRICHING THE LIVES OF THOSE WE SERVE.BY ENCOURAGING CONTINUED GROWTH AND LEARNING.BY EMBRACING INDIVIDUALITY.BY ENABLING PERSONAL FULFILLMENT AND DIGNITY THROUGH THE ENTIRE SPAN OF LIFE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 43373755 | Expense |
| Revenue | 45358446 | Revenue |
| Description | SKILLED NURSING FACILITIES: OPERATION OF 3 SKILLED NURSING FACILITIES (SNF'S) FOR THE AGED WITH 434 TOTAL BEDS PROVIDING 140,732 DAYS OF SERVICE IN 2012. $10,806,106 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18655317 | Expense |
| Revenue | 19508944 | Revenue |
| Description | ASSISTED LIVING FACILITIES: OPERATION OF 3 ASSISTED LIVING FACILITIES FOR THE AGED WITH 267 TOTAL BEDS PROVIDING 92,593 RESIDENT DAYS IN 2012. $1,121,257 OF BENEVOLENT CARE AND $1,471 CONTRACTUAL ALLOWANCES WERE PROVIDED TO THE ASSISTED LIVING RESIDENTS IN 2012. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 42545819 | Expense |
| Revenue | 44492625 | Revenue |
| Description | RESIDENTIAL LIVING: OPERATION OF 1,369 RESIDENTIAL LIVING UNITS FOR THE AGED, PROVIDING 457,452 DAYS OF SERVICE IN 2012. $98,103 OF BENEVOLENT CARE WAS PROVIDED TO RESIDENTIAL LIVING RESIDENTS DURING 2012. ALSO SUPPLIED HOMECARE/WELLNESS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 104574891 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 178 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1775 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL CONNELL CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3012502100 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JAMES SMELTZER | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| NICK SERENYI | ||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| MARTHA CANFIELD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SARAH CATO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANN GILLESPIE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID LINGRELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAMES REIM | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PHYLLIS SCHMITZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GUFFIE SMITH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD STETLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE A TJIATTAS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH A TORCHIA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NORMA TYLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| P GARY WIENKEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ARTHUR ELGIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DOUGLAS LEIDIG | ||||||||
| PRESIDENT | 1.00 | X | X | 0 | 382761 | 19841 | 65.00 | |
| ANDREW JOSEPH | ||||||||
| SECRETARY, ASST. TREASURER | 1.00 | X | 0 | 201828 | 18077 | 55.00 | ||
| MICHAEL CONNELL | ||||||||
| TREASURER | 1.00 | X | 0 | 324274 | 19841 | 65.00 | ||
| SUE DACAMARA | ||||||||
| SENIOR VP | 1.00 | X | 0 | 309061 | 17462 | 65.00 | ||
| ANDREW APPLEGATE | ||||||||
| VICE PRESIDENT | 1.00 | X | 0 | 194961 | 17721 | 50.00 | ||
| SCOTT BUSHONG | ||||||||
| VICE PRESIDENT | 1.00 | X | 0 | 269460 | 16978 | 50.00 | ||
| DAVID DENTON | ||||||||
| VICE PRESIDENT | 50.00 | X | 214921 | 0 | 18617 | 1.00 | ||
| MELISSA HADLEY | ||||||||
| VICE PRESIDENT | 50.00 | X | 205028 | 0 | 18741 | 1.00 | ||
| JIM SCHNEIDER | ||||||||
| VICE PRESIDENT | 50.00 | X | 169663 | 0 | 17330 | 1.00 | ||
| ROBIN STERN | ||||||||
| VICE PRESIDENT | 50.00 | X | 158174 | 0 | 16765 | 1.00 | ||
| KIM EHRENFRIED | ||||||||
| ASST. TREASURER | 1.00 | X | 0 | 173777 | 17318 | 65.00 | ||
| PEGGY CRESPI KAPLAN | ||||||||
| VP, ASST. SECRETARY | 1.00 | X | 0 | 331391 | 17462 | 65.00 | ||
| HENRY MOEHRING | ||||||||
| ASST. SECRETARY | 50.00 | X | 174365 | 0 | 17098 | 1.00 | ||
| TONI WILSON | ||||||||
| ASST. SECRETARY | 40.00 | X | 64307 | 0 | 9341 | 1.00 | ||
| DEBBIE BARRIS | ||||||||
| ASST. SECRETARY | 40.00 | X | 65381 | 0 | 7757 | 1.00 | ||
| JOEY MOOKERJEE | ||||||||
| ASST. TREASURER | 1.00 | X | 0 | 101496 | 6663 | 50.00 | ||
| JANET DYKSTRA | ||||||||
| DIRECTOR OF NURSING | 40.00 | 123520 | 0 | 11106 | X | |||
| DIANE EDWARDS | ||||||||
| ASST. DIR. OF NURSING | 40.00 | 108401 | 0 | 8767 | X | |||
| SUSAN BOETTGER | ||||||||
| AL ADMINISTRATOR | 40.00 | 106712 | 0 | 12310 | X | |||
| BRIAN GRUNDUSKY | ||||||||
| SNF ADMINISTRATOR | 40.00 | 123089 | 0 | 13932 | X | |||
| CHRISTY KRAMER | ||||||||
| SNF ADMINISTRATOR | 40.00 | 113925 | 0 | 3412 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1627486 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2289009 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 306539 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | FOOD SERVICE | 11301889 |
| FLAGSHIP REHABILITATION SERVICE | |||||
| 157 BALTIMORE STREET | CUMBERLAND | MD | 21502 | REHABILITATION SERVICE | 3083797 |
| WAGMAN CONSTRUCTION INC | |||||
| 3290 SUSQUEHANNA TRAIL NORTH P | YORK | PA | 17405 | CONSTRUCTION SERVICES | 1171747 |
| TRADEMARK DESIGN & BUILD | |||||
| 18404 BRIGHT PLUME TERRACE | BOYDS | MD | 20841 | CONSTRUCTION SERVICES | 1011127 |
| OMNICARE | |||||
| 9036 JUNCTION DRIVE | ANNAPOLIS JUNCTION | MD | 20701 | PHARMACY SERVICES | 896351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 39 | NumberOfContractorsGT100K |
| Related Organizations | 1344207 | RelatedOrganizations |
| Total Contributions | 1344207 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET RESIDENT REVENUE | 623312 | 80812815 | 80812815 |
| MEDICARE/MEDICAID PAYMENTS | 623312 | 21320235 | 21320235 |
| AMORTIZATION OF ENTRANCE FEES | 623312 | 11407284 | 11407284 |
| OTHER OPERATING REVENUE | 623312 | 1390785 | 1390785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 114931119 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1868032 | TotalRevenueColumn |
| Exclusion | $1,868,032 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 359443 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 30400 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 329043 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 329043 | TotalRevenueColumn |
| Unrelated Business Revenue | 16564 | UnrelatedBusinessRevenue |
| Exclusion | $312,479 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10408365 | Securities |
| Other | 9488 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10254842 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 153523 | Securities |
| Other | 9488 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 163011 | TotalRevenueColumn |
| Exclusion | $163,011 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| LOSS FROM DISCONTINUED OPERATIONS | 623312 | -318542 | -$318,542 |
| LOSS ON RETIREMENT OF DEBT | 623312 | -789082 | -$789,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1107624 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117527788 | TotalRevenueColumn |
| Related Or Exempt Function Income | 114931119 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 16564 | UnrelatedBusinessRevenue |
| Exclusion | $1,235,898 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1157488 | Total |
| Program Services | 1157488 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39197398 | Total |
| Program Services | 35348713 | ProgramServices |
| Management And General | 3848685 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1026305 | Total |
| Program Services | 922061 | ProgramServices |
| Management And General | 104244 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5850963 | Total |
| Program Services | 3989571 | ProgramServices |
| Management And General | 1861392 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2959918 | Total |
| Program Services | 2695622 | ProgramServices |
| Management And General | 264296 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6032516 | Total |
| Management And General | 6032516 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129876 | Total |
| Management And General | 129876 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93191 | Total |
| Management And General | 93191 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7581541 | Total |
| Program Services | 7139456 | ProgramServices |
| Management And General | 442085 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1240077 | Total |
| Program Services | 1239434 | ProgramServices |
| Management And General | 643 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3445047 | Total |
| Program Services | 2891028 | ProgramServices |
| Management And General | 554019 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3465952 | Total |
| Program Services | 12562 | ProgramServices |
| Management And General | 3453390 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7889823 | Total |
| Program Services | 7766742 | ProgramServices |
| Management And General | 123081 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120817 | Total |
| Program Services | 96090 | ProgramServices |
| Management And General | 24727 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12961449 | Total |
| Program Services | 12759250 | ProgramServices |
| Management And General | 202199 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17398885 | Total |
| Program Services | 17127462 | ProgramServices |
| Management And General | 271423 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 697294 | Total |
| Management And General | 697294 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 4787400 | 4786095 | 1305 |
| REPAIRS & MAINTENANCE | 2983109 | 2973026 | 10083 |
| MEDICAL SUPPLIES & PHAR | 1765722 | 1765722 | |
| BAD DEBT | 863330 | 863330 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1530550 | Total |
| Program Services | 1041239 | ProgramServices |
| Management And General | 489311 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123178651 | Total |
| Program Services | 104574891 | ProgramServices |
| Management And General | 18603760 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12710228 | BOY |
| EOY | 18026695 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39550698 | BOY |
| EOY | 40568862 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4884806 | BOY |
| EOY | 4549891 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10227454 | BOY |
| EOY | 8445023 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240695 | BOY |
| EOY | 251496 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1360345 | BOY |
| EOY | 1213815 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 453679294 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 198980237 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255598054 | BOY |
| EOY | 254699057 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28261833 | BOY |
| EOY | 31052695 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 406437 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29794053 | BOY |
| EOY | 33836422 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383034603 | BOY |
| EOY | 392643956 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7593247 | BOY |
| EOY | 7326292 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185670583 | BOY |
| EOY | 102344870 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227279431 | BOY |
| EOY | 228377590 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29472071 | BOY |
| EOY | 173432219 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450015332 | BOY |
| EOY | 511480971 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -90723417 | BOY |
| EOY | -143731703 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 909588 | BOY |
| EOY | 2131104 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22833100 | BOY |
| EOY | 22763584 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -66980729 | BOY |
| EOY | -118837015 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383034603 | BOY |
| EOY | 392643956 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5650863 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3098539 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -49303962 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 1344207 | CurrentTaxYear |
| Total | 1344207 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 112234707 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117618903 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122174861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 119838671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 114931119 | CurrentTaxYear |
| Total | 586798261 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 112234707 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117618903 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122174861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 119838671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 116275326 | CurrentTaxYear |
| Total | 588142468 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 588142468 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1354413 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 848559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1242523 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2172542 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1868032 | CurrentTaxYear |
| Total | 7486069 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1354413 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 848559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1242523 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2172542 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1868032 | CurrentTaxYear |
| Total | 7486069 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 113589120 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 118467462 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123417384 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122011213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 118143358 | CurrentTaxYear |
| Total | 595628537 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98740 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98630 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01260 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01370 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22833100 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -69516 | InvestmentEarningsOrLosses |
| End Of Year Balance | 22763584 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22975021 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -141921 | InvestmentEarningsOrLosses |
| End Of Year Balance | 22833100 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21579531 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1395490 | InvestmentEarningsOrLosses |
| End Of Year Balance | 22975021 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20907045 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 672486 | InvestmentEarningsOrLosses |
| End Of Year Balance | 21579531 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20934068 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 91702 | InvestmentEarningsOrLosses |
| Other Expenditures | 118725 | OtherExpenditures |
| End Of Year Balance | 20907045 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10450215 | OtherCostOrOtherBasis |
| Book Value | 10450215 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 376212145 | OtherCostOrOtherBasis |
| Depreciation | 155099626 | Depreciation |
| Book Value | 221112519 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 46511334 | OtherCostOrOtherBasis |
| Depreciation | 36200195 | Depreciation |
| Book Value | 10311139 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20505600 | OtherCostOrOtherBasis |
| Depreciation | 7680416 | Depreciation |
| Book Value | 12825184 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 254699057 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (8 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INT IN NET ASSETS OF AFFILIATE | 17234495 |
| DEFERRED COSTS | 6068182 |
| OTHER RECEIVABLE | 126860 |
| INTEREST RECEIVABLE | 159813 |
| DUE FROM RELATED PARTIES | 207353 |
| DUE TO ACOMM | 9210766 |
| DEPOSITS AND OTHER ASSETS | 694761 |
| INVESTMENT IN LAND | 134192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 33836422 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| VALUATION SWAP AGREEMENTS | $23,874,140 |
| REFUNDABLE FEES | $1,384,133 |
| OBLIGATION-DEFERRED GIVING | $781,821 |
| PROJECTED REFUND OF ENTRANCE FEES | $147,356,947 |
| CAPITAL LEASES LIABILITY | $35,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 173432219 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 118017364 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3098539 | NetUnrealizedGainsInvestments |
| Other Revenues | -2608963 | OtherRevenues |
| Revenue Not Rptd F990 | 489576 | RevenueNotRptdF990 |
| Revenue Subtotal | 117527788 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 117527788 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 123209051 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 30400 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 30400 | ExpensesNotRptdF990 |
| Expenses Subtotal | 123178651 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 123178651 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USE OF THE ENDOWNMENT FUND IS TO SUPPORT BENEVOLENT CARE |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ASBURY ATLANTIC MEMBERS ARE EACH EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC); ACCORDINGLY NO PROVISION FOR INCOME TAXES IS REQUIRED. ASBURY COMMUNITIES HAS IMPLEMENTED PROCESSES TO ENSURE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE'S INTERMEDIATE SANCTIONS PROVISIONS FOR ALL ITS SUPPORTED ORGANIZATIONS, INCLUDING ASBURY ATLANTIC. THIS INCLUDES AN INDEPENDENT REVIEW BY THE COMPENSATION COMMITTEE OF THE BOARD OF ALL COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS, RETENTION OF OUTSIDE COUNSEL AND OUTSIDE COMPENSATION CONSULTANTS TO PROVIDE INDEPENDENT THIRD-PARTY REVIEW AND ADVISEMENT, AND THE IMPLEMENTATION OF A DETAILED CONFLICT-OF-INTEREST POLICY AND ANNUAL DISCLOSURE PROCESS FOR ALL DISQUALIFIED PERSONS. THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MUST BE RECOGNIZED ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE RESOLUTION. THE COMPANY IS NOT AWARE OF ANY TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMPANY'S RESULTS OF OPERATIONS OR FINANCIAL POSITION. THE COMPANY'S INCOME TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE COMPANY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE YEARS 2009 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TRANSFER TO ACOMM -3,013,774. VALUE CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION 1,198,766. VALUE CHANGE UNDER CHARITABLE GIFT ANNUITIES -8,773. VALUE CHANGES IN DERIVATIVE INSTRUMENTS -815,582. RENTAL EXPENSES 30,400. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 30,400. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS LEIDIG | ||||||||||||||
| PRESIDENT | 0 | 351951 | 0 | 30000 | 0 | 810 | 0 | 7500 | 0 | 12341 | 0 | 402602 | 0 | 0 |
| ANDREW JOSEPH | ||||||||||||||
| SECRETARY, ASST. TREASURER | 0 | 191198 | 0 | 10000 | 0 | 630 | 0 | 5736 | 0 | 12341 | 0 | 219905 | 0 | 0 |
| MICHAEL CONNELL | ||||||||||||||
| TREASURER | 0 | 298734 | 0 | 25000 | 0 | 540 | 0 | 7500 | 0 | 12341 | 0 | 344115 | 0 | 0 |
| SUE DACAMARA | ||||||||||||||
| SENIOR VP | 0 | 281739 | 0 | 25000 | 0 | 2322 | 0 | 7500 | 0 | 9962 | 0 | 326523 | 0 | 0 |
| ANDREW APPLEGATE | ||||||||||||||
| VICE PRESIDENT | 0 | 179378 | 0 | 15000 | 0 | 583 | 0 | 5381 | 0 | 12340 | 0 | 212682 | 0 | 0 |
| SCOTT BUSHONG | ||||||||||||||
| VICE PRESIDENT | 0 | 262095 | 0 | 7089 | 0 | 276 | 0 | 4637 | 0 | 12341 | 0 | 286438 | 0 | 0 |
| DAVID DENTON | ||||||||||||||
| VICE PRESIDENT | 209210 | 0 | 5000 | 0 | 711 | 0 | 6276 | 0 | 12341 | 0 | 233538 | 0 | 0 | 0 |
| MELISSA HADLEY | ||||||||||||||
| VICE PRESIDENT | 189092 | 0 | 15000 | 0 | 936 | 0 | 5673 | 0 | 13068 | 0 | 223769 | 0 | 0 | 0 |
| JIM SCHNEIDER | ||||||||||||||
| VICE PRESIDENT | 162411 | 0 | 5000 | 0 | 2252 | 0 | 4872 | 0 | 12458 | 0 | 186993 | 0 | 0 | 0 |
| ROBIN STERN | ||||||||||||||
| VICE PRESIDENT | 147465 | 0 | 10000 | 0 | 709 | 0 | 4424 | 0 | 12341 | 0 | 174939 | 0 | 0 | 0 |
| KIM EHRENFRIED | ||||||||||||||
| ASST. TREASURER | 0 | 165913 | 0 | 7500 | 0 | 364 | 0 | 4977 | 0 | 12341 | 0 | 191095 | 0 | 0 |
| PEGGY CRESPI KAPLAN | ||||||||||||||
| VP, ASST. SECRETARY | 0 | 302827 | 0 | 25000 | 0 | 3564 | 0 | 7500 | 0 | 9962 | 0 | 348853 | 0 | 0 |
| HENRY MOEHRING | ||||||||||||||
| ASST. SECRETARY | 158586 | 0 | 15000 | 0 | 779 | 0 | 4757 | 0 | 12341 | 0 | 191463 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 3 | APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE FULL BOARD IS INFORMED BUT IS NOT TASKED WITH APPROVING. | |
| PART III | SCHEDULE J, PART I, QUESTION 7: IN 2009, DURING THE FINANCIAL CRISIS IN THE U.S., ASBURY COMMUNITIES EXECUTIVES AND MANAGEMENT VOLUNTARILY DECLINED PLANNED INCENTIVES EARNED IN 2008 DUE FOR AWARD IN 2009. THE ASBURY PLANNED INCENTIVE COMPENSATION PLAN WAS SUSPENDED BY THE BOARD IN 2009. FOR 2009 THROUGH 2012, SMALLER DISCRETIONARY BONUSES WERE PROVIDED TO EXECUTIVES AND MANAGEMENT IN AMOUNTS SUBSTANTIALLY REDUCED FROM THE PLANNED INCENTIVE COMPENSATION PLAN. IN DECEMBER OF EACH YEAR, THESE DISCRETIONARY BONUSES WERE REVIEWED AND ADOPTED BY THE EXECUTIVE COMMITTEE OF THE ASBURY COMMUNITIES BOARD AND REPORTED TO THE ASBURY COMMUNITIES BOARD OF DIRECTORS. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CITY OF GAITHERSBURG (MD) | ||||||||
| A | 526000792 | 363128BL2 | 2006-11-30 | 73400702 | SERIES 2006A MD BONDS | 0 | 0 | 1 |
| CITY OF GAITHERSBURG (MD) | ||||||||
| B | 526000792 | 363128BT5 | 2009-11-20 | 16000000 | SERIES 2009A MD BONDS | 0 | 0 | 0 |
| CITY OF GAITHERSBURG (MD) | ||||||||
| C | 526000792 | 363128CB3 | 2009-12-16 | 18837005 | SERIES 2009B MD BONDS | 0 | 0 | 1 |
| CUMBERLAND COUNTY MUNICIPAL AUTHORITY (PA) | ||||||||
| D | 236003119 | 230614FK0 | 2011-11-10 | 73542289 | SERIES 2010 PA BONDS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Amount RetiredAmountRetired | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 73400702 | 6768263 | 65215482 | 1416958 | 1 | 0 | 1 | 1 | |||
| B | 16000000 | 320000 | 0 | 0 | 1 | 1 | 15680000 | ||||
| C | 18837005 | 576770 | 17883494 | 376740 | 1 | 0 | 1 | 1 | 3431400 | ||
| D | 73542289 | 6498922 | 65549062 | 1470845 | 1 | 0 | 1 | 1 | 1070000 | 23460 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|
| A | 1 | 0 | 0 | 0 | 0 | 1 |
| B | 1 | 0 | 0 | 0 | 0 | 1 |
| C | 1 | 0 | 0 | 0 | 0 | 1 |
| D | 1 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 990 SCHEDULE K PART II COL B | Identifier |
| Explanation | PROCEEDS USED FOR DEBT SERVICES IS $23,460. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMBERLAND COUNTY MUNICIPAL AUTHORITY (PA) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 236003119 | IssuerEIN |
| CUSIP Number | 230614GK9 | CUSIPNumber |
| Date Issued | 2012-10-31 | DateIssued |
| Issue Price | 52585767 | IssuePrice |
| Description Of Purpose | SERIES 2012 PA BONDS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 52585767 | TotalProceeds |
| Amount In Reserve Fund | 2339434 | AmountInReserveFund |
| Refunding Escrow | 49101762 | RefundingEscrow |
| Issuance Costs From Proceeds | 1051715 | IssuanceCostsFromProceeds |
| Other Spent Proceeds | 92856 | OtherSpentProceeds |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 1 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART III, LINE 4 | ASBURY ATLANTIC CONTRIBUTES TIME, SPACE AND MANPOWER BACK TO THE GREATER COMMUNITY IN WHICH ITS CONTINUING CARE RETIREMENT COMMUNITIES ARE LOCATED. EACH CAMPUS DIVIDES ITS COMMUNITY BENEFIT ACTIVITIES INTO FOUR CATEGORIES: BENEVOLENT CARE, TRAINING THE NEXT GENERATION OF SENIOR LIVING PROFESSIONALS, SERVING THE BROADER COMMUNITY AND SENIOR SERVICES, AND GOING GREEN AND SUSTAINABLE DESIGN. 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 ATLANTIC COMMUNITY BECAUSE OF DEPLETED FUNDS THROUGH NO FAULT OF THEIR OWN. HIGHLIGHTS OF THIS YEAR'S COMMUNITY BENEFIT ACCOMPLISHMENTS AT EACH ASBURY ATLANTIC COMMUNITY INCLUDE THE FOLLOWING: ASBURY METHODIST VILLAGE IN THE AREA OF TRAINING FUTURE GENERATIONS OF CAREGIVERS, ASBURY METHODIST VILLAGE PASTOR MARTHA BROWN SUPERVISED A TWICE-WEEKLY INTERNSHIP FOR LOYOLA UNIVERSITY OF MARYLAND FROM SEPTEMBER THROUGH DECEMBER WHERE A PASTORAL CARE STUDENT PROVIDED COUNSELING SERVICES FOR RESIDENTS. ASBURY METHODIST VILLAGE ALSO PROVIDED TRAINING, ROOM SPACE FOR EDUCATORS AND SERVED AS A TESTING SITE FOR MONTGOMERY COLLEGE'S CERTIFIED NURSING ASSISTANT, GERIATRIC NURSING ASSISTANT AND CERTIFIED MEDICINE AID PROGRAMS. IN 2012, THE CAMPUS PROVIDED CLINICAL CLASSROOM SPACE FOR MONTGOMERY COLLEGE'S CONTINUING EDUCATION PROGRAM FOR REGISTERED NURSES. FROM MARCH THROUGH SEPTEMBER, AMV DONATED SPACE FOR THE EPISCOPALIAN SOUPER SENIORS TO HOLD ITS MONTHLY PLANNING MEETINGS FOR A LOCAL FOOD BANK. AMV DONATED MEETING SPACE FOR MORE THAN 20 OTHER NON-PROFIT, COMMUNITY ORGANIZATIONS THROUGHOUT THE YEAR, AS WELL. THROUGHOUT THE YEAR, ASBURY METHODIST VILLAGE ALSO CONDUCTED SEVERAL ACTIVITIES THAT BENEFIT SENIOR-CARE SERVICES. FOR EXAMPLE, ON TWO SEPARATE OCCASIONS IN 2012, TWO STAFF MEMBERS VOLUNTEERED AS SITE SURVEYORS FOR CARF-CCAC, A NATIONAL ACCREDITING ORGANIZATION FOR SENIOR-LIVING COMMUNITIES. TO BENEFIT THE COMMUNITY AT LARGE, AMV HOSTED A STUDENT MENTORING PROGRAM WHEREBY THIRTEEN FOURTH AND FIFTH GRADE STUDENTS WERE TRANSPORTED TO AMV FOR A MENTORING PROGRAM WHOSE FOCUS IS THE DEVELOPMENT OF CHARACTER IN THE YOUNG PEOPLE. FROM DECEMBER 2010 THROUGH FEBRUARY 2012, AMV ALSO HELD A FOOD DRIVE BENEFITTING MANNA FOOD BANK, AND IT CONTINUES TO PARTNER WITH MANNA FOR ITS SMART SNACKS PROGRAM, BAGGING AFTER-SCHOOL MEALS FOR NEEDY STUDENTS AT LOCAL ELEMENTARY SCHOOLS. AMV ASSOCIATES AND RESIDENTS PREPARED 130-150 PEANUT BUTTER AND JELLY SANDWICHES PER WEEK FOR THE MONTH OF DECEMBER TO BE DONATED TO THE MONTGOMERY COUNTY COALITION FOR HOMELESS-MEN'S SHELTER. BETHANY VILLAGE IN THE AREA OF TRAINING THE NEXT GENERATION OF PROFESSIONALS, THE FOLLOWING OCCURRED. INTERNSHIP SUPERVISION WAS PROVIDED FOR SOCIAL WORK AND WELLNESS STUDENTS FROM MESSIAH COLLEGE, SHIPPENSBURG UNIVERSITY, AND SLIPPERY ROCK UNIVERSITY. IN ADDITION, SUCH SERVICES WERE PROVIDED TO A MASTER'S LEVEL STUDENT AT SHIPPENSBURG UNIVERSITY SCHOOL OF SOCIAL WORK DURING FOUR SEPARATE MONTHS. IN THE AREA OF SUPPORTING THE COMMUNITY AND SENIOR SERVICES, BETHANY VILLAGE CONTINUED ITS COMMITMENT TO THOSE AFFECTED BY ALZHEIMER'S DISEASE BY HOSTING MONTHLY SUPPORT GROUPS FOR FAMILY MEMBERS OF THOSE WITH ALZHEIMER'S AND RAISING MORE THAN APPROXIMATELY $2,000 FOR THE ALZHEIMER'S ASSOCIATION BY HOSTING ITS OWN FUNDRAISING WALK ON BETHANY'S CAMPUS. BETHANY'S WELLNESS CENTER HOSTED BALANCE CLASSES IN THE COMMUNITY POOL FOR AREA CITIZENS AFFECTED BY PARKINSON'S DISEASE, STROKE OR OTHER CHALLENGES. IN ADDITION, BETHANY VILLAGE HOSTED AND FACILITATED NINE SUPPORT GROUP MEETINGS FOR AREA CITIZENS PROVIDING CARE FOR PEOPLE WITH DEMENTIA. IN DECEMBER, STAFF MEMBERS ASSISTED WITH CHRISTMAS PRESENT OUTREACH PROGRAM RUN BY HOME INSTEAD, INC. BETHANY VILLAGE ALSO DONATED MEETING SPACE FOR MANY COMMUNITY GROUPS INCLUDING BUT NOT LIMITED TO, HOME INSTEAD, INC., MECHANICSBURG CHAMBER OF COMMERCE, AND THE OYSTER MILL PLAYHOUSE. THROUGHOUT THE YEAR, CLOTHING COLLECTION DRIVES WERE HELD FOR VOLUNTEERS OF AMERICA FOR AREA THRIFT STORES DURING FIVE SEPARATE MONTHS. IN ADDITION, IN APRIL AND NOVEMBER, A FOOD DRIVE WAS HELD FOR NEW HOPE MINISTRIES FOOD BANK, WHICH BROUGHT IN OVER 600 POUNDS OF FOOD. AND FINALLY, IN THE AREA OF ENVIRONMENTAL SUSTAINABILITY, BETHANY VILLAGE CONTINUED THEIR COMMUNITY-WIDE RECYCLING PROGRAM INVOLVING THE DAILY COLLECTION OF PAPER, GLASS, METAL AND PLASTIC THROUGHOUT THE YEAR. SPRINGHILL HIGHLIGHTS OF THIS YEAR'S COMMUNITY BENEFIT ACCOMPLISHMENTS INCLUDE THE FOLLOWING ITEMS. SPRINGHILL STAFF PROVIDED SUPERVISION IN CLINICAL TRAINING FOR NURSE AIDES WITH HEALTHCARE VENTURES ALLIANCE AND MERCYHURST NORTHEAST CAMPUS. THE COMMUNITY PROVIDED A SOCIAL SERVICES INTERNSHIP TO A STUDENT FROM EDINBORO UNIVERSITY AND IN-SERVICE TRAINING REGARDING CCRC'S TO THERAPY GRADUATE STUDENTS FROM GANNON UNIVERSITY. IN THE AREA OF SUPPORTING THE LOCAL COMMUNITY AND SENIOR SERVICES, SPRINGHILL PROVIDED SUPPORT SERVICES FOR THE ALZHEIMER'S ASSOCIATION'S HAT BRUNCH FUNDRAISER, AND HOSTED AND FACILITATED 8 SUPPORT GROUP MEETINGS FOR AREA CITIZENS PROVIDING CARE FOR PEOPLE WITH DEMENTIA THROUGHOUT THE YEAR. SPRINGHILL'S ASSOCIATE DIRECTOR PROVIDED PLANNING LEADERSHIP FOR THE AREA CHAPTER OF THE ALZHEIMERS ASSOCIATIONS WALK TO END ALZHEIMER'S THROUGHOUT THE YEAR, AND DURING THE SEPTEMBER WALK, THE COMMUNITY RAISED OVER $10,000 FOR THE CAUSE. IN ADDITION, SPRINGHILL STAFF MEMBERS PARTICIPATED IN FUNDRAISING EFFORTS FOR THE RELAY FOR LIFE AND THE AMERICAN HEART ASSOCIATION HAMOT HEART BALL. IN 2012, SPRINGHILL DONATED A $500 MOTORIZED SCOOTER AND MEDICAL EQUIPMENT CHOSEN, INC. TO BE USED FOR A COMMUNITY MEMBERS IN NEED. STAFF MEMBERS PROVIDED LEADERSHIP SERVICES FOR SEVERAL COMMUNITY ORGANIZATIONS, INCLUDING THE DIRECTORS OF NURSING GROUP, THE INDEPENDENT COUNCIL ON AGING, AND LIFEWORKS, ERIE CENTER ON HEALTH AND AGING. CONTRIBUTIONS TO THE LOCAL ENVIRONMENT INCLUDED CLEANUP EFFORTS ON A STRETCH OF HIGHWAY THROUGH THE ADOPT-A-HIGHWAY PROGRAM. IN MARCH AND JUNE, ASSOCIATES PREPARED FOOD FOR CLIENTS OF THE ERIE CITY MISSION. IN DECEMBER, SPRINGHILL LAUNCHED ITS SEASON OF CARING CAMPAIGN FOR THE MISSION, COLLECTING PERSONAL CARE ITEMS, PROVIDING AND DECORATING MORE THAN 600 BAGS OF CHRISTMAS COOKIES, AND FINALLY, PROVIDING AND PREPARING A CHRISTMAS DINNER AND CELEBRATION FOR THE AREA'S NEEDY POPULATION. | |
| FORM 990, PART VI, SECTION A, LINE 1 | EXECUTIVE COMMITTEE MEMBERS SHALL ACT IN THE PLACE OF THE BOARD OF DIRECTORS WHEN THE BUSINESS OF THE CORPORATION MUST BE TRANSACTED BETWEEN REGULAR MEETINGS OF THE BOARD OF DIRECTORS. NO ACTION OF THE EXECUTIVE COMMITTEE SHALL BE INCONSISTENT WITH THE ACTIONS, DIRECTIVES, OR POLICIES OF THE BOARD OF DIRECTORS. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE MUST BE FULLY DISCLOSED TO THE BOARD AT THE NEXT MEETING OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL ALSO BE CHARGED WITH THE DUTY OF INVESTIGATING AND RECOMMENDING FOR THE ANNUAL MEETING OF THE BOARD OF DIRECTORS A SLATE OF DIRECTORS AND OFFICERS, OTHER THAN PRESIDENT, TREASURER, AND SECRETARY FOR THE ENSUING YEAR, SHALL RECOMMENDED TO THE BOARD OF DIRECTORS REPLACEMENTS FOR ALL VACANCIES EXISTING FOR THE OFFICERS OF THE CORPORATION, AND MAY MAKE RECOMMENDATIONS TO THE GOVERNANCE COMMITTEE OF ASBURY COMMUNITIES, INC. OF POTENTIAL NOMINEES TO SERVE ON THE SYSTEMWIDE COMMITTEES. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THERE WERE BYLAW CHANGES MADE IN 2012. THE TERM FOR WHICH DIRECTORS MAY SERVE HAS BEEN EXTENDED FROM 8 TO 9 CONSECUTIVE YEARS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | ASBURY ATLANTIC HAS ONE MEMBER. THE SOLE MEMBER IS ASBURY COMMUNITIES, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ASBURY COMMUNITIES, INC IS THE SOLE MEMBER OF ASBURY ATLANTIC AND ELECTS THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ONLY CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO ASBURY COMMUNITY INC'S APPROVAL. THESE DECISIONS INCLUDE: (1) MANAGEMENT SERVICES RELATIONSHIPS AND CONTRACTS; (2) ANY ORGANIZATIONAL CHANGE IN GENERAL, INCLUDING MERGERS, SALES, LEASES, ETC, OF SUBSTANTIALLY ALL OF THE ASSETS AND THE CREATION OF NEW ENTITIES; (3) AMENDMENTS TO MISSION OR VISION STATEMENTS; (4) AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ASBURY COMMUNITIES IS THE SOLE MEMBER OF ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AN OKLAHOMA NOT FOR PROFIT CORPORATION AND ASBURY COMMUNITIES HCBS, INC. ASBURY COMMUNITIES HAS A SYSTEM WIDE AUDIT COMMITTEE. THE ASBURY COMMUNITIES BOARD OF DIRECTORS HAS DELEGATED A REVIEW OF THE FORM 990 TO THE SYSTEM AUDIT COMMITTEE WHICH PERFORMED THEIR REVIEW ON OCTOBER 17TH. THE ASBURY COMMUNITIES, INC., FOUNDATION, ASBURY ATLANTIC, ASBURY SOLOMONS, ASBURY HCBS, AND INVERNESS VILLAGE BOARD OF DIRECTORS WERE EMAILED A COPY OF THEIR RESPECTIVE DRAFT FORM 990 FOR THEIR REVIEW. ALL DIRECTORS MAY POSE QUESTIONS OR ASK FOR CLARIFICATION FROM THE STAFF AND AUDIT COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASBURY COMMUNITIES CONFLICT OF INTEREST POLICY WAS APPROVED BY THE BOARD OF DIRECTORS. THE ASSISTANT GENERAL COUNSEL IS GENERALLY RESPONSIBLE FOR THE POLICY PROCESS. ALL THE ENTITIES WITHIN THE ASBURY COMMUNITIES GROUP ARE SUBJECT TO THE POLICY. ANNUALLY, THE COMPLIANCE OFFICER CONDUCTS A COMPREHENSIVE CONFLICT DISCLOSURE PROCESS COVERING ALL MEMBERS OF THE GOVERNING BOARDS, SYSTEM WIDE COMMITTEES, AND INDIVIDUALS IN MANAGEMENT POSITIONS. EACH PERSON COMPLETES A CONFLICT DISCLOSURE FORM AND IS ADVISED OF THEIR FIDUCIARY OBLIGATIONS. THE COMPLIANCE OFFICER ANALYZES ALL DISCLOSURE FORMS FOR POTENTIAL CONFLICTS, AND PREPARES A REPORT FOR THE SYSTEM-WIDE AUDIT COMMITTEE. A SUMMARY IS THEN PRESENTED TO THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. WHEN A CONFLICT OF INTEREST ARISES, THE INTEREST PERSON WILL BE PROHIBITED FROM VOTING ON THE SUBJECT MATTER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SYSTEM WIDE COMPENSATION COMMITTEE MEETS WITH THE INDEPENDENT COMPENSATION CONSULTANT, AND BASED ON INFORMATION PROVIDED TO THE COMMITTEE MAKES RECOMMENDATIONS REGARDING COMPENSATION AND BENEFITS TO THE EXECUTIVE COMMITTEE WHICH IS CHARGED BY THE FULL BOARD WITH MAKING DECISIONS REGARDING COMPENSATION. THE FULL BOARD(S) OF ASBURY COMMUNITIES AND ASBURY ATLANTIC EACH HAVE A PRESENTATION ONCE A YEAR ON EXECUTIVE COMPENSATION AND BENEFITS. THE CHIEF PEOPLE OFFICER IS PRESENT TO GIVE BOARD MEMBERS AN OPPORTUNITY TO ASK QUESTIONS AND TO PROVIDE SALARIES AND GRADE LEVELS FOR THEIR REVIEW. THE SYSTEM WIDE COMPENSATION COMMITTEE IS COMPOSED OF 5 VOTING MEMBERS,THE CHIEF PEOPLE OFFICER (NON-VOTING), A RETAINED ATTORNEY (NON-VOTING; RECORD PROCEEDINGS IN MINUTES), AND IS ADVISED BY TOWERS WATSON (A COMPENSATION CONSULTING FIRM). THE SYSTEM WIDE COMPENSATION COMMITTEE HOLDS A MINIMUM OF 4 MEETINGS EACH YEAR(JAN, MARCH, JULY, AND NOV). IN THE NOVEMBER MEETING THEY REVIEW TOWERS WATSON ANNUAL SURVEY RESULTS AND REPORTS IN ORDER TO MAKE INFORMED RECOMMENDATIONS REGARDING SALARIES AND BENEFITS. THIS ANNUAL REVIEW ALSO ENSURES COMPLIANCE WITH IRS INTERMEDIATE SANCTIONS REQUIREMENTS. THE EXECUTIVE COMMITTEE OF ASBURY COMMUNITIES ULTIMATELY REVIEWS/APPROVES/ AND OR ADJUSTS RECOMMENDATIONS FROM THE SYSTEM WIDE COMPENSATION COMMITTEE AND SETS COMPENSATION. THE POLICY AND PROCESS WAS LAST REVIEWED IN 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE IN THE RESIDENT LIBRARIES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON OUR WEBSITE. | |
| FORM 990, PART VII, SECTION A | THE OFFICERS THAT HAVE COMPENSATION FROM RELATED ORGANIZATIONS REPORTED IN PART VII, SECTION A, COLUMN E OF THE FORM 990 PROVIDE EXECUTIVE MANAGEMENT SUPPORT AND OVERALL GUIDANCE TO ASBURY ATLANTIC, INC. AS WELL AS THE OTHER RELATED ORGANIZATIONS OF ASBURY COMMUNITIES, INC. THERE ARE OVER 1,900 TOTAL EMPLOYEES IN THE ASBURY COMMUNITIES, INC. SYSTEM. THE 2012 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES OF $162.1 MILLION AND TOTAL ASSETS IN EXCESS OF $558 MILLION. | |
| FORM 990, PART XI, LINE 9: | NET UNREALIZED LOSSES ON CHANGE IN MARKET VALUE OF DERIVATIVE INSTRUMENTS -815,582. LOSS ON RETIREMENT OF DEBT CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION, INC 1,198,766. LOSS ON DISCONTINUED OPERATIONS CAPITAL TRANSFER TO ACOMM -3,013,774. PRIOR YEAR ADJUSTMENT DUE TO ACCOUNTING STANDARD UPDATE ASU 2012-01 -46,664,599. CHANGE IN VALUE OF OBLIGATIONS UNDER CHARITABLE GIFT ANNUITIES -8,773. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE ORGANIZATION HAS NOT MADE ANY CHANGES TO ITS OVERSIGHT OR SELECTION PROCESS FROM THE PRIOR YEAR. | |
| FORM 990, SCHEDULE K, PART II | THE PROCEEDS OF THE SERIES 2009B MD BONDS (CUSIP #363128CB3) ISSUED BY THE CITY OF GAITHERSBURG (MD) WERE ALLOCATED BETWEEN 2 ENTITIES: ASBURY ATLANTIC, INC. (EIN 52-0607956) AND ASBURY SOLOMONS, INC. (EIN 52-1862675). THE TOTAL PROCEEDS FROM THE ISSUE OF THE SERIES 2009B MD BONDS IS $43,806,989 (NET OF ISSUANCE DISCOUNT OF $13,011) AND IS ALLOCATED AS FOLLOWS: ASBURY ATLANTIC, INC. $17,878,771 ASBURY SOLOMONS, INC. $25,928,218 | SCHEDULE K - ALLOCATION OF TOTAL PROCEEDS OF ISSUE (SERIES 2009B MD BONDS) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| ASBURY COMMUNITIES INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 521862677 | MANAGEMENT SERVICES | MD | 501(C)(3) | 11 | 0 | |
| INVERNESS VILLAGE | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 731539802 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | MD | 501(C)(3) | 9 | 0 | ASBURY COMMUNITIES INC |
| ASBURY SOLOMONS INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 521862675 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | MD | 501(C)(3) | 9 | 0 | ASBURY COMMUNITIES INC |
| ASBURY FOUNDATION INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 521862674 | RAISING FUNDS FOR CHARITY CARE | MD | 501(C)(3) | 7 | 0 | ASBURY COMMUNITIES INC |
| AFFILIATED ASSOCIATES INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 510426078 | EMPLOYEE PAYMASTER COMPANY | MD | 501(C)(3) | 11 | 0 | ASBURY COMMUNITIES INC |
| ASBURY COMMUNITIES HCBS INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 450634490 | HOME CARE FOR OLDER ADULTS | MD | 501(C)(3) | 9 | 0 | ASBURY COMMUNITIES INC |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| THE ASBURY GROUP INC | ||||||||
| 20030 CENTURY BLVD | GERMANTOWN | MD | 20874 | 205038820 | TECH & MGT SERVICE | DE | C | 0 |
| TAG MARKETING LLC | ||||||||
| 20030 CENTURY BLVD | GERMANTOWN | MD | 20874 | 262896006 | MARKETING SRVCS | DE | C | 0 |
| THE ASBURY GROUP INTEGRATED TECHNOLOGIES LLC | ||||||||
| 20030 CENTURY BLVD | GERMANTOWN | MD | 20874 | 262896175 | INFOR & CNSLT SVCS | DE | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments