2013-11-11T15:49:56-06:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 610 WEST GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2012-01-01 731539802 INVERNESS VILLAGE AN OKLAHOMA NOT-FOR-P INVE 9184819988 20030 CENTURY BLVD NO 300 GERMANTOWN MD 208741112 KIM EHRENFRIED 9184819988 2013-11-11 1 BERNADETTE O'TOOLE CPA P00229258 2156433900 2012 2016-02-25 16:41:14Z X SCOTT BUSHONG 20030 CENTURY BLVD NO 300 GERMANTOWN MD 208741112 16540978 0 X WWW.INVERNESSVILLAGE.COM X 1998 OK 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. 11 8 286 118 0 0 0 0 18529357 17374925 163 2823 33859 -837813 18563379 16539935 0 0 0 0 6213802 6580809 0 0 0 15340765 15125427 21554567 21706236 -2991188 -5166301 83792575 88210730 155975057 172314667 -72182482 -84103937 X 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. 0 0 3325237 3212348 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. 1912616 1847685 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. 12787693 12314902 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. 18025546 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 286 1 0 0 0 0 0 0 0 0 0 0 X 11 8 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X X MICHAEL CONNELL CFO 3012502100 20030 CENTURY BLVD STE 300 GERMANTOWN MD 20874 X DR MIKE MITCHELL 1.00 X X 0 0 0 DONNA VANDERSLICE 1.00 X 0 0 0 ROBERT BOYD 1.00 X 0 0 0 DALE GARDNER 1.00 X 0 0 0 ELAINE HORKEY 1.00 X 0 0 0 ROBERT LIST 1.00 X X 0 0 0 DR KENDRA JEZEK 1.00 X 0 0 0 DIXIE REPPE 1.00 X 0 0 0 PEGGY CLARK STEPHENSON 1.00 X 0 0 0 NORMA TYLER 1.00 X 0 0 0 SCOTT BUSHONG 50.00 2.00 X X 269460 0 16978 KATHY GORRELL 1.00 X 0 0 0 STEVE MACKEY 1.00 X 0 0 0 JAN SLATER 1.00 X 0 0 0 PEGGY CRESPI KAPLAN 1.00 65.00 X 0 331391 17462 ANDREW JOSEPH 1.00 55.00 X 0 201828 18077 SANDRA DANIELS 40.00 2.00 X 51596 0 5885 MICHAEL CONNELL 1.00 65.00 X 0 324274 19841 DOUG LEIDIG 1.00 65.00 X 0 382761 19841 KIM EHRENFRIED 1.00 65.00 X 0 173777 17318 SHANE SAYRAHDER 40.00 X 144340 0 8380 465396 1414031 123782 2 0 1 0 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 6 NET SERVICE REVENUE 623312 14111813 14111813 AMORTIZATION OF ENTRANCE FEES 623312 1849818 1849818 MEDICARE PAYMENTS 623312 1275287 1275287 OTHER OPERATING REVENUE 623312 138007 138007 17374925 2813 2813 38671 426 38245 38245 38245 627 617 10 10 10 LOSS ON RETIREMENT OF DEBT 900099 -876058 -876058 -876058 16539935 17374935 0 -835000 478639 478639 4793728 4627992 165736 106277 101097 5180 826408 443452 382956 375757 338614 37143 689438 689438 26014 26014 44000 44000 1726299 1486445 239854 19234 18890 344 619552 459473 160079 396491 3366 393125 1718195 1712534 5661 75008 57851 17157 3495278 2894431 600847 3365431 3354342 11089 97105 97105 FOOD 1037208 1037208 REPAIRS & MAINTENANCE 588652 581906 6746 PHARMACY & MEDICAL SUPP 271907 271907 955615 636038 319577 21706236 18025546 3680690 0 10999693 11231218 891241 6084812 380713 516385 1895581 2679787 35177 32759 394787 221713 85528703 22524916 64408011 63003787 2534 2795 4784838 4437474 83792575 88210730 736677 2086203 63607912 73598139 68770000 72699485 22860468 23930840 155975057 172314667 X -72366198 -84242614 173434 125788 10282 12889 -72182482 -84103937 83792575 88210730 X -5166301 175186 -6930340 X X 0 1 X 1 0 X 20000 187731 207731 17031767 17507972 17344163 18529357 17374925 87788184 17051767 17695703 17344163 18529357 17374925 87995915 0 0 0 87995915 38559 27978 26509 34318 41484 168848 38559 27978 26509 34318 41484 168848 17090326 17723681 17370672 18563675 17416409 88164763 0.99810 0.99280 0.00190 0.00720 X 10282 2607 12889 2854 -7428 10282 7050 4196 2854 7544 494 7050 3424 4120 7544 0.00000 1.00000 0.00000 0 1 1 4543498 4543498 72749831 17618918 55130913 6233545 3966279 2267266 2001829 939719 1062110 63003787 DEFERRED MARKETING COST 2741964 DEFERRED BOND COST 1462531 OTHER RECEIVABLES 19780 INTEREST IN ASSETS OF FOUNDATION 137976 DEPOSITS AND OTHER ASSETS 75223 4437474 REFUNDABLE ENTRANCE FEES 2699033 DUE TO AFFILIATE 21230800 LEASE PAYABLE 1007 23930840 X 17403209 175186 688088 863274 16539935 0 16539935 21706662 426 426 21706236 0 21706236 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. X X X X X X 0 0 0 0 0 0 0 1 0 SCOTT BUSHONG 262095 0 7089 0 276 0 4637 0 12341 0 286438 0 0 0 PEGGY CRESPI KAPLAN 0 302827 0 25000 0 3564 0 7500 0 9962 0 348853 0 0 ANDREW JOSEPH 0 191198 0 10000 0 630 0 5736 0 12341 0 219905 0 0 MICHAEL CONNELL 0 298734 0 25000 0 540 0 7500 0 12341 0 344115 0 0 DOUG LEIDIG 0 351951 0 30000 0 810 0 7500 0 12341 0 402602 0 0 KIM EHRENFRIED 0 165913 0 7500 0 364 0 4977 0 12341 0 191095 0 0 SHANE SAYRAHDER 92990 0 51200 0 150 0 2790 0 5590 0 152720 0 0 0 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. SUPPLEMENTAL INFORMATION 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. A THE OKLAHOMA DEVELOPMENT FINANCE AUTHORITY 731083741 67884WAA7 2007-11-29 71000000 SERIES 2007 BONDS 0 0 0 B THE OKLAHOMA DEVELOPMENT FINANCE AUTHORITY 731083741 67884WAJ8 2012-05-10 47718801 SERIES 2012 BONDS 0 0 0 A 46000000 71000000 1420000 1197369 2610420 65772211 2004 1 1 1 1 B 47718801 4167018 6791 42590616 954376 2004 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 1 1 1 SOVEREIGN BANK 4.200000000000 0 0 0 0 1 B 1 0 0 0 0 1 A 1 B 1 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COMMUNITY BENEFITS 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. 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 ASBURY COMMUNITIES INC 0 ASBURY SOLOMONS INC 20030 CENTURY BOULEVARD GERMANTOWN MD 20874 521862675 HOUSING AND HEALTHCARE FOR OLDER ADULTS MD 501(C)(3) 9 ASBURY COMMUNITIES INC 0 ASBURY FOUNDATION INC 20030 CENTURY BOULEVARD GERMANTOWN MD 20874 521862674 RAISING FUNDS FOR CHARITY CARE MD 501(C)(3) 7 ASBURY COMMUNITIES INC 0 AFFILIATED ASSOCIATES INC 20030 CENTURY BOULEVARD GERMANTOWN MD 20874 510426078 EMPLOYEE PAYMASTER COMPANY MD 501(C)(3) 11 ASBURY COMMUNITIES INC 0 ASBURY COMMUNITIES HCBS INC 20030 CENTURY BOULEVARD GERMANTOWN MD 20874 450634490 HOME CARE FOR OLDER ADULTS MD 501(C)(3) 9 ASBURY COMMUNITIES INC 0 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 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1