INVERNESS VILLAGE AN OKLAHOMA NOT-FOR-PR: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INVERNESS VILLAGE AN OKLAHOMA NOT-FOR-PR (EIN 73-1539802)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201313169349302361
- 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 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 | 731539802 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INVERNESS VILLAGE AN OKLAHOMA NOT-FOR-P | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INVE | NameControl |
| Phone | 9184819988 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20030 CENTURY BLVD 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 | 9184819988 | 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 | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | SCOTT BUSHONG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20030 CENTURY BLVD NO 300 | AddressLine1 |
| City | GERMANTOWN | City |
| State | MD | State |
| ZIP Code | 208741112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16540978 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.INVERNESSVILLAGE.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | OK | 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 | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 286 | TotalNbrEmployees |
| Total Nbr Volunteers | 118 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18529357 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17374925 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 163 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2823 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 33859 | OtherRevenuePriorYear |
| Other Revenue Current Year | -837813 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18563379 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16539935 | 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 | 6213802 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6580809 | 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 | 15340765 | OtherExpensePriorYear |
| Other Expenses Current Year | 15125427 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21554567 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21706236 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2991188 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5166301 | RevenuesLessExpensesCY |
| Total Assets BOY | 83792575 | TotalAssetsBOY |
| Total Assets EOY | 88210730 | TotalAssetsEOY |
| Total Liabilities BOY | 155975057 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 172314667 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -72182482 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -84103937 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF INVERNESS VILLAGE IS DOING ALL THE GOOD WE CAN:BY ENRICHING THE LIVES OF THOSE WHICH 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 | 3325237 | Expense |
| Revenue | 3212348 | Revenue |
| Description | OPERATION OF A 44 BED SKILLED NURSING FACILITY (SNF) FOR THE AGED PROVIDING 14,787 RESIDENT DAYS OF SERVICE IN 2012. $1,465,654 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTS IN THE SNF INCLUDING LIFE CARE CONTRACTS. $9,158 OF BENEVOLENT CARE WAS PROVIDED TO SNF RESIDENTS IN 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1912616 | Expense |
| Revenue | 1847685 | Revenue |
| Description | OPERATION OF A 47 SUITE ASSISTED LIVING FACILITY FOR THE AGED, PROVIDING 15,271 RESIDENT DAYS OF SERVICE IN 2012. $71,087 OF BENEVOLENT CARE WAS PROVIDED TO ASSISTED LIVING RESIDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12787693 | Expense |
| Revenue | 12314902 | Revenue |
| Description | OPERATION OF 256 RESIDENTIAL LIVING UNITS FOR THE AGED, PROVIDING 92,145 RESIDENT DAYS OF SERVICE IN 2012. $178,251 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTIAL LIVING RESIDENTS.SEE SCHEDULE O FOR COMMUNITY BENEFITS INFORMATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 18025546 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 286 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | 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 |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| 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 STE 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 (21 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 |
|---|---|---|---|---|---|---|---|---|
| DR MIKE MITCHELL | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| DONNA VANDERSLICE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT BOYD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DALE GARDNER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ELAINE HORKEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT LIST | ||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| DR KENDRA JEZEK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DIXIE REPPE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PEGGY CLARK STEPHENSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NORMA TYLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT BUSHONG | ||||||||
| PRESIDENT | 50.00 | X | X | 269460 | 0 | 16978 | 2.00 | |
| KATHY GORRELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEVE MACKEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAN SLATER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PEGGY CRESPI KAPLAN | ||||||||
| VP, SECRETARY | 1.00 | X | 0 | 331391 | 17462 | 65.00 | ||
| ANDREW JOSEPH | ||||||||
| ASST. SECRETARY | 1.00 | X | 0 | 201828 | 18077 | 55.00 | ||
| SANDRA DANIELS | ||||||||
| ASST. SECRETARY | 40.00 | X | 51596 | 0 | 5885 | 2.00 | ||
| MICHAEL CONNELL | ||||||||
| VP, TREASURER | 1.00 | X | 0 | 324274 | 19841 | 65.00 | ||
| DOUG LEIDIG | ||||||||
| VP, ASST. TREASURER | 1.00 | X | 0 | 382761 | 19841 | 65.00 | ||
| KIM EHRENFRIED | ||||||||
| ASST. TREASURER | 1.00 | X | 0 | 173777 | 17318 | 65.00 | ||
| SHANE SAYRAHDER | ||||||||
| DIRECTOR OF MARKETING | 40.00 | 144340 | 0 | 8380 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 465396 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1414031 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 123782 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | 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 | 2482605 |
| REHABCARE GROUP INC | |||||
| PO BOX 503534 | ST LOUIS | MO | 63150 | REHAB SERVICE | 393995 |
| GREEN WING LAWN & LANDSCAPE SERVICES INC | |||||
| PO BOX 471498 | TULSA | OK | 74147 | LAWN MAINTENANCE | 389270 |
| MILL CREEK CARPET AND TILE | |||||
| PO BOX 4770 | TULSA | OK | 74159 | FLOORING SERVICE | 277529 |
| HOFFMAN FIXTURES COMPANY | |||||
| 6031 S 129TH E AVE SUITE B | TULSA | OK | 74134 | REMODELING SERVICE | 132709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET SERVICE REVENUE | 623312 | 14111813 | 14111813 |
| AMORTIZATION OF ENTRANCE FEES | 623312 | 1849818 | 1849818 |
| MEDICARE PAYMENTS | 623312 | 1275287 | 1275287 |
| OTHER OPERATING REVENUE | 623312 | 138007 | 138007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17374925 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2813 | TotalRevenueColumn |
| Exclusion | $2,813 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 38671 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 426 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 38245 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38245 | TotalRevenueColumn |
| Exclusion | $38,245 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 627 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 617 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS ON RETIREMENT OF DEBT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -876058 | TotalRevenueColumn |
| Exclusion | -$876,058 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -876058 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16539935 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17374935 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$835,000 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 478639 | Total |
| Management And General | 478639 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4793728 | Total |
| Program Services | 4627992 | ProgramServices |
| Management And General | 165736 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106277 | Total |
| Program Services | 101097 | ProgramServices |
| Management And General | 5180 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 826408 | Total |
| Program Services | 443452 | ProgramServices |
| Management And General | 382956 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375757 | Total |
| Program Services | 338614 | ProgramServices |
| Management And General | 37143 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 689438 | Total |
| Management And General | 689438 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26014 | Total |
| Management And General | 26014 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44000 | Total |
| Management And General | 44000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1726299 | Total |
| Program Services | 1486445 | ProgramServices |
| Management And General | 239854 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19234 | Total |
| Program Services | 18890 | ProgramServices |
| Management And General | 344 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 619552 | Total |
| Program Services | 459473 | ProgramServices |
| Management And General | 160079 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396491 | Total |
| Program Services | 3366 | ProgramServices |
| Management And General | 393125 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1718195 | Total |
| Program Services | 1712534 | ProgramServices |
| Management And General | 5661 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75008 | Total |
| Program Services | 57851 | ProgramServices |
| Management And General | 17157 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3495278 | Total |
| Program Services | 2894431 | ProgramServices |
| Management And General | 600847 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3365431 | Total |
| Program Services | 3354342 | ProgramServices |
| Management And General | 11089 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97105 | Total |
| Management And General | 97105 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 1037208 | 1037208 | |
| REPAIRS & MAINTENANCE | 588652 | 581906 | 6746 |
| PHARMACY & MEDICAL SUPP | 271907 | 271907 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 955615 | Total |
| Program Services | 636038 | ProgramServices |
| Management And General | 319577 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21706236 | Total |
| Program Services | 18025546 | ProgramServices |
| Management And General | 3680690 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10999693 | BOY |
| EOY | 11231218 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 891241 | BOY |
| EOY | 6084812 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380713 | BOY |
| EOY | 516385 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1895581 | BOY |
| EOY | 2679787 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35177 | BOY |
| EOY | 32759 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394787 | BOY |
| EOY | 221713 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 85528703 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22524916 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64408011 | BOY |
| EOY | 63003787 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2534 | BOY |
| EOY | 2795 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4784838 | BOY |
| EOY | 4437474 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83792575 | BOY |
| EOY | 88210730 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 736677 | BOY |
| EOY | 2086203 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63607912 | BOY |
| EOY | 73598139 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68770000 | BOY |
| EOY | 72699485 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22860468 | BOY |
| EOY | 23930840 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155975057 | BOY |
| EOY | 172314667 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -72366198 | BOY |
| EOY | -84242614 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173434 | BOY |
| EOY | 125788 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10282 | BOY |
| EOY | 12889 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -72182482 | BOY |
| EOY | -84103937 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83792575 | BOY |
| EOY | 88210730 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5166301 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 175186 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -6930340 | 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 Minus4 Years | 20000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 187731 | CurrentTaxYearMinus3Years |
| Total | 207731 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17031767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17507972 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17344163 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18529357 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17374925 | CurrentTaxYear |
| Total | 87788184 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17051767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17695703 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17344163 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18529357 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17374925 | CurrentTaxYear |
| Total | 87995915 | 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 | 87995915 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38559 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27978 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26509 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41484 | CurrentTaxYear |
| Total | 168848 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38559 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27978 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26509 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41484 | CurrentTaxYear |
| Total | 168848 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17090326 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17723681 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17370672 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18563675 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17416409 | CurrentTaxYear |
| Total | 88164763 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99810 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99280 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00190 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00720 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10282 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2607 | InvestmentEarningsOrLosses |
| End Of Year Balance | 12889 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2854 | BeginningOfYearBalance |
| Other Expenditures | -7428 | OtherExpenditures |
| End Of Year Balance | 10282 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7050 | BeginningOfYearBalance |
| Other Expenditures | 4196 | OtherExpenditures |
| End Of Year Balance | 2854 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7544 | BeginningOfYearBalance |
| Other Expenditures | 494 | OtherExpenditures |
| End Of Year Balance | 7050 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3424 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4120 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7544 | 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 | 4543498 | OtherCostOrOtherBasis |
| Book Value | 4543498 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 72749831 | OtherCostOrOtherBasis |
| Depreciation | 17618918 | Depreciation |
| Book Value | 55130913 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6233545 | OtherCostOrOtherBasis |
| Depreciation | 3966279 | Depreciation |
| Book Value | 2267266 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2001829 | OtherCostOrOtherBasis |
| Depreciation | 939719 | Depreciation |
| Book Value | 1062110 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 63003787 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED MARKETING COST | 2741964 |
| DEFERRED BOND COST | 1462531 |
| OTHER RECEIVABLES | 19780 |
| INTEREST IN ASSETS OF FOUNDATION | 137976 |
| DEPOSITS AND OTHER ASSETS | 75223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4437474 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ENTRANCE FEES | $2,699,033 |
| DUE TO AFFILIATE | $21,230,800 |
| LEASE PAYABLE | $1,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 23930840 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 17403209 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 175186 | NetUnrealizedGainsInvestments |
| Other Revenues | 688088 | OtherRevenues |
| Revenue Not Rptd F990 | 863274 | RevenueNotRptdF990 |
| Revenue Subtotal | 16539935 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16539935 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21706662 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 426 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 426 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21706236 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21706236 | 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 ENDOWMENT FUNDS IS TO PROVIDE BENEVOLENT CARE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE COMPANY HAS IMPLEMENTED PROCESSES TO ENSURE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE INTERMEDIATE SANCTIONS PROVISIONS FOR ALL ITS SUPPORTED ORGANIZATIONS, INCLUDING THE COMPANY. THIS INCLUDES AN INDEPENDENT REVIEW BY THE BOARD'S COMPENSATION COMMITTEE 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 RETURNS ARE 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: | CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION, INC. -40,960. TRANSFER FROM ACOMM 600,000. RENTAL EXPENSES 426. TRANSFER FROM FOUNDATION 128,622. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 426. |
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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT BUSHONG | ||||||||||||||
| PRESIDENT | 262095 | 0 | 7089 | 0 | 276 | 0 | 4637 | 0 | 12341 | 0 | 286438 | 0 | 0 | 0 |
| PEGGY CRESPI KAPLAN | ||||||||||||||
| VP, SECRETARY | 0 | 302827 | 0 | 25000 | 0 | 3564 | 0 | 7500 | 0 | 9962 | 0 | 348853 | 0 | 0 |
| ANDREW JOSEPH | ||||||||||||||
| ASST. SECRETARY | 0 | 191198 | 0 | 10000 | 0 | 630 | 0 | 5736 | 0 | 12341 | 0 | 219905 | 0 | 0 |
| MICHAEL CONNELL | ||||||||||||||
| VP, TREASURER | 0 | 298734 | 0 | 25000 | 0 | 540 | 0 | 7500 | 0 | 12341 | 0 | 344115 | 0 | 0 |
| DOUG LEIDIG | ||||||||||||||
| VP, ASST. TREASURER | 0 | 351951 | 0 | 30000 | 0 | 810 | 0 | 7500 | 0 | 12341 | 0 | 402602 | 0 | 0 |
| KIM EHRENFRIED | ||||||||||||||
| ASST. TREASURER | 0 | 165913 | 0 | 7500 | 0 | 364 | 0 | 4977 | 0 | 12341 | 0 | 191095 | 0 | 0 |
| SHANE SAYRAHDER | ||||||||||||||
| DIRECTOR OF MARKETING | 92990 | 0 | 51200 | 0 | 150 | 0 | 2790 | 0 | 5590 | 0 | 152720 | 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 (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| THE OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | ||||||||
| A | 731083741 | 67884WAA7 | 2007-11-29 | 71000000 | SERIES 2007 BONDS | 0 | 0 | 0 |
| THE OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | ||||||||
| B | 731083741 | 67884WAJ8 | 2012-05-10 | 47718801 | SERIES 2012 BONDS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 46000000 | 71000000 | 1420000 | 1197369 | 2610420 | 65772211 | 2004 | 1 | 1 | 1 | 1 | |||
| B | 47718801 | 954376 | 2004 | 1 | 0 | 1 | 1 | 4167018 | 6791 | 42590616 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 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 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| SOVEREIGN BANK | |||||||||
| A | 1 | 1 | 1 | 4.200000000000 | 0 | 0 | 0 | 0 | 1 |
| (no name) | |||||||||
| B | 1 | 0 | 0 | 0 | 0 | 1 | |||
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE 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. HOWEVER, NO ACTION OF THE EXECUTIVE COMMITTEE SHALL BE IN CONSISTENT WITH THE ACTIONS, DIRECTIVES, OR POLICIES OF THE BOARD OF THE DIRECTORS. WE HAVE REPORTED 8 INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY. THE NON-INDEPENDENT BOARD MEMBERS CONSIST OF TWO RESIDENTS AND ONE EMPLOYEE OF INVERNESS VILLAGE. | |
| 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 | INVERNESS VILLAGE 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 INVERNESS VILLAGE AND ELECTS THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO ASBURY COMMUNITIES 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) AMENDEMENTS 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 ASBURY COMMUNITIES BOARD, THE SOLE MEMBER OF INVERNESS, HAS 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 CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE AVAILABLE IN THE RESIDENT LIBRARIES. 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 INVERNESS VILLAGE, AN OKLAHOMA NOT-FOR-PROFIT CORPORATION 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: | CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION -40,960. PY ADJUSTMENT DUE TO ACCOUNTING STANDARD UPDATE ASU 2012-01 -7,618,002. TRANSFER FROM ASBURY FOUNDATION 128,622. TRANSFER FROM ASBURY COMMUNITIES 600,000. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | |
| FORM 990, PART III, LINE 4 | INVERNESS VILLAGE CONTRIBUTES TIME, SPACE AND MANPOWER BACK TO THE GREATER COMMUNITY IN WHICH ITS CONTINUING CARE RETIREMENT COMMUNITY IS LOCATED. INVERNESS VILLAGE 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. INVERNESS VILLAGE PROVIDES CHARITY CARE TO THOSE RESIDENTS WHOSE NEEDS EXCEED THEIR FUNDS, AND NO RESIDENT HAS EVER BEEN ASKED TO LEAVE BECAUSE OF DEPLETED FUNDS THROUGH NO FAULT OF THEIR OWN. HIGHLIGHTS OF THIS YEAR'S COMMUNITY BENEFIT ACCOMPLISHMENTS AT INVERNESS VILLAGE INCLUDE THE FOLLOWING: IN THE AREA OF TRAINING THE NEXT GENERATION OF SENIOR CARE LEADERS, INVERNESS VILLAGE ASSOCIATES PROVIDED INTERNSHIP EXPERIENCE FOR STUDENTS FROM ORAL ROBERTS UNIVERSITY IN APRIL AND DECEMBER. THE COMMUNITY'S WELLNESS STAFF PROVIDED JOB SHADOWING OPPORTUNITIES FOR PHYSICAL THERAPY AND FITNESS PROFESSION STUDENTS FROM OKLAHOMA STATE UNIVERSITY (OSU) IN NOVEMBER. IN FEBRUARY AND OCTOBER THE WELLNESS DIRECTOR AT INVERNESS HELD MOCK INTERVIEWS FOR OSU STUDENTS CLOSE TO GRADUATION. IN SUPPORT OF THE LOCAL COMMUNITY AND SENIOR SERVICES, INVERNESS VILLAGE ALSO MADE SIGNIFICANT CONTRIBUTIONS. THE CAMPUS'S WELLNESS DIRECTOR SERVED AS A GUEST LECTURER ON SEVEN OCCASIONS FOR UNDERGRADUATES AT OSU DISCUSSING JOB OPPORTUNITIES IN THE HEALTH CARE AREA GEARED TOWARD THE AGING POPULATION AND A NUMBER OF AGING TOPICS. ADDITIONALLY, INVERNESS VILLAGE SHARED INFORMATION WITH POST GRADUATE STUDENTS FROM FINLAND TO ASSIST THEM WITH IDEAS/SOURCES OF INFORMATION FOR THEIR RESEARCH PROJECT. HOSTED 8 STUDENTS FROM TULSA COMMUNITY COLLEGE'S REGISTERED NURSE PROGRAM, ALLOWING THE STUDENTS TO PERFORM THEIR CLINICAL ROTATION HERE. IN 2012, INVERNESS VILLAGE STAFF PARTICIPATED IN THE WALK TO END ALZHEIMER'S FUNDRAISER, RAISING OVER $1,400 FOR THE ALZHEIMER'S ASSOCIATION. IN ADDITION, IT HOSTED SEVERAL STEERING COMMITTEE MEETINGS FOR THE ORGANIZATION ON CAMPUS DURING THE YEAR. IN THE AREA OF IMPROVING SENIOR FITNESS IN THE GREATER TULSA REGION, FROM JANUARY THROUGH SEPTEMBER, A WELLNESS STAFF MEMBER PROVIDED MONTHLY CHAIR AEROBICS INSTRUCTION TO ATTENDEES AND STAFF MEMBERS AT FIRST LUTHERAN SENIOR NUTRITION CENTER IN TULSA. IN NOVEMBER, ASSOCIATES PROVIDED AND STUFFED ITEMS FOR 35 STOCKINGS FOR SENIORS IN NEED IN THE TULSA COMMUNITY TO BE DELIVERED AS CHRISTMAS PRESENTS. DONATED MEDICATIONS TO INDIGENT POPULATIONS IN THE TULSA AREA THROUGH THE TULSA COUNTY PHARMACY IN JANUARY, FEBRUARY, MAY, AND JULY. THROUGHOUT THE YEAR, INVERNESS VILLAGE'S BUS DRIVER PROVIDED TRANSPORTATION FOR RESIDENTS FROM VINTAGE HOUSING TO AREA RESTAURANTS FOR DINNER. AND, FINALLY, IN THE AREA OF ENVIRONMENTAL SUSTAINABILITY, INVERNESS RECYCLED AN AVERAGE OF 7,000 POUNDS OF MATERIALS EACH MONTH WITH SHOW, INC., A RECYCLING COMPANY WHICH HIRES PEOPLE WITH DEVELOPMENTAL DISABILITIES. DURING THE MONTH OF FEBRUARY, INVERNESS VILLAGE ASSOCIATES AND RESIDENTS RAISED MONEY AND PROVIDED FOOD FOR THE FOOD PANTRY OF CATHOLIC CHARITIES OF TULSA. 3,562 POUNDS OF FOOD AND $3,772 WAS DONATED. ADDITIONALLY, INVERNESS VILLAGE DONATED $1,500 TO SUPPORT A CAMP FOR DISABLED CHILDREN AT CAMP LAUGHRIDGE. | COMMUNITY BENEFITS |
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 | |
| ASBURY ATLANTIC INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 520607956 | 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 | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | 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 | 0 | 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 | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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