ASBURY SOLOMONS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY SOLOMONS INC (EIN 52-1862675)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201313169349302456
- 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 | 521862675 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY SOLOMONSINC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASBU | NameControl |
| Phone | 4103943029 | 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 | 4103943029 | 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) |
|---|---|---|
| Name Of Principal Officer Person | ANDREW W APPLEGATE | 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 | 19843545 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASBURYSOLOMONS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | 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 | 326 | TotalNbrEmployees |
| Total Nbr Volunteers | 29 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 149587 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18901944 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19062179 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 328438 | InvestmentIncomePriorYear |
| Investment Income Current Year | 141044 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8369 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4320 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19238751 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19357130 | 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 | 5986583 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6621054 | 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 | 12147647 | OtherExpensePriorYear |
| Other Expenses Current Year | 12245090 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18134230 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18866144 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1104521 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 490986 | RevenuesLessExpensesCY |
| Total Assets BOY | 61670010 | TotalAssetsBOY |
| Total Assets EOY | 60855989 | TotalAssetsEOY |
| Total Liabilities BOY | 95418931 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 100721867 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -33748921 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -39865878 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF ASBURY SOLOMONS 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.ASBURY SOLOMONS' MISSION IS TO PROVIDE A CONTINUUM OF CARE FOR THE ELDERLY. ACCORDINGLY, ASBURY SOLOMONS WILL ESTABLISH, MAINTAIN, OPERATE, AND SUPPORT, EITHER DIRECTLY, OR IN COOPERATION WITH OTHER ORGANIZATIONS, HOUSING, ASSISTED LIVING FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES FOR THE ELDERLY AND OTHER SERVICES FOR THE AGING. ASBURY SOLOMONS WILL PROVIDE FOR THE CONTINUING CARE, PHYSICAL, RECREATIONAL, SOCIAL, SPIRITUAL, AND HEALTH NEEDS OF THE ELDERLY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4585855 | Expense |
| Grants | 0 | Grants |
| Revenue | 5445550 | Revenue |
| Description | SKILLED NURSING FACILITY: OPERATION OF A 48 BED SKILLED NURSING FACILITY (SNF) FOR THE AGED, PROVIDING 14,949 DAYS OF SERVICE IN 2012. $833,308 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1407087 | Expense |
| Grants | 0 | Grants |
| Revenue | 1670869 | Revenue |
| Description | ASSISTED LIVING FACILITY: OPERATION OF A 30 BED ASSISTED LIVING FACILITY FOR THE AGED, PROVIDING 8,094 DAYS OF CARE IN 2012. $154,441 OF BENEVOLENT CARE WAS PROVIDED TO ASSISTED LIVING RESIDENTS IN 2012. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10067269 | Expense |
| Grants | 0 | Grants |
| Revenue | 11954546 | Revenue |
| Description | RESIDENTIAL LIVING: OPERATION OF 300 RESIDENTIAL LIVING UNITS FOR THE AGED, PROVIDING 105,692 DAYS OF SERVICE IN 2012. $2,345 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTIAL LIVING RESIDENTS IN 2012. $39,524 OF BENEVOLENT CARE WAS PROVIDED TO RESIDENTIAL LIVING RESIDENTS IN 2012. ALSO PROVIDED HOMECARE SERVICES.SEE SCHEDULE O FOR COMMUNITY BENEFITS INFORMATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16060211 | 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 | 0 | 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 | 37 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 326 | 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 | 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 |
Form990 Part VII Section A Form990PartVIISectionA (31 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 |
|---|---|---|---|---|---|---|---|
| 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 | ||
| GUFFRIE 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 | |||||||
| SR. VICE PRESIDENT | 1.00 | X | 0 | 309061 | 17462 | 65.00 | |
| ANDREW APPLEGATE | |||||||
| VICE PRESIDENT | 50.00 | X | 194961 | 0 | 17721 | 1.00 | |
| SCOTT BUSHONG | |||||||
| VICE PRESIDENT | 1.00 | X | 0 | 269460 | 16978 | 50.00 | |
| DAVID DENTON | |||||||
| VICE PRESIDENT | 1.00 | X | 0 | 214921 | 18617 | 50.00 | |
| MELISSA HADLEY | |||||||
| VICE PRESIDENT | 1.00 | X | 0 | 205028 | 18741 | 50.00 | |
| JIM SCHNEIDER | |||||||
| VICE PRESIDENT | 1.00 | X | 0 | 169663 | 17330 | 50.00 | |
| ROBIN STERN | |||||||
| VICE PRESIDENT | 1.00 | X | 0 | 158174 | 16764 | 50.00 | |
| KIM EHRENFRIED | |||||||
| ASSISTANT TREASURER | 1.00 | X | 0 | 173777 | 17318 | 65.00 | |
| PEGGY CRESPI KAPLAN | |||||||
| V.P., ASST. SECRETARY | 1.00 | X | 0 | 331391 | 17462 | 65.00 | |
| HENRY MOEHRING | |||||||
| ASST. SECRETARY | 1.00 | X | 0 | 174365 | 17098 | 50.00 | |
| TONI WILSON | |||||||
| ASST. SECRETARY | 1.00 | X | 0 | 64307 | 9341 | 40.00 | |
| DEBBIE BARRIS | |||||||
| ASST. SECRETARY | 1.00 | X | 0 | 65381 | 7757 | 40.00 | |
| JOEY MOOKERJEE | |||||||
| ASSISTANT TREASURER | 50.00 | X | 101496 | 0 | 6663 | 1.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 296457 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3044391 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 257011 | 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 | 1965806 |
| FLAGSHIP REHABILITATION SERVICES | |||||
| 157 BALTIMORE STREET | CUMBERLAND | MD | 21502 | REHABILITATION SERVICE | 546512 |
| ALLIED BARTON SECURITY SERVICES LLC | |||||
| 161 WASHINGTON STREET SUITE 600 | CONSHOCKEN | PA | 19428 | SECURITY SERVICE | 226924 |
| STATUS SOLUTIONS LLC | |||||
| 1180 SEMINOLE TRAIL | CHARLOTTESVILLE | VA | 22901 | SECURITY SERVICE | 199283 |
| GRIFFINS FLOOR AMERICA | |||||
| PO BOX 967 | CALIFORNIA | MD | 20619 | FLOORING SERVICE | 152159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| All Other Contributions | 149587 | AllOtherContributions |
| Total Contributions | 149587 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET SERVICE REVENUE | 623312 | 13177300 | 13177300 |
| AMORTIZATION OF ENTRANCE FEES | 623312 | 3408394 | 3408394 |
| MEDICARE/MEDICAID PAYMENTS | 623312 | 2391035 | 2391035 |
| OTHER OPERATING REVENUE | 623312 | 85450 | 85450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19062179 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136820 | TotalRevenueColumn |
| Exclusion | $136,820 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8784 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4464 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4320 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4320 | TotalRevenueColumn |
| Exclusion | $4,320 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 486175 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 481951 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4224 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4224 | TotalRevenueColumn |
| Exclusion | $4,224 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19357130 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19062179 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $145,364 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320841 | Total |
| Management And General | 320841 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5234850 | Total |
| Program Services | 4956088 | ProgramServices |
| Management And General | 278762 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114303 | Total |
| Program Services | 106616 | ProgramServices |
| Management And General | 7687 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 542839 | Total |
| Program Services | 369519 | ProgramServices |
| Management And General | 173320 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408221 | Total |
| Program Services | 372249 | ProgramServices |
| Management And General | 35972 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 929126 | Total |
| Management And General | 929126 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6346 | Total |
| Management And General | 6346 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41809 | Total |
| Management And General | 41809 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1735470 | Total |
| Program Services | 1681196 | ProgramServices |
| Management And General | 54274 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90235 | Total |
| Program Services | 90235 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596795 | Total |
| Program Services | 430754 | ProgramServices |
| Management And General | 166041 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 487894 | Total |
| Program Services | 3298 | ProgramServices |
| Management And General | 484596 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1566337 | Total |
| Program Services | 1559650 | ProgramServices |
| Management And General | 6687 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19129 | Total |
| Program Services | 10439 | ProgramServices |
| Management And General | 8690 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1866675 | Total |
| Program Services | 1858706 | ProgramServices |
| Management And General | 7969 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2596353 | Total |
| Program Services | 2585269 | ProgramServices |
| Management And General | 11084 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101325 | Total |
| Management And General | 101325 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 810975 | 810972 | 3 |
| REPAIRS & MAINTENANCE | 645483 | 643968 | 1515 |
| PHARMACY | 152503 | 152503 | |
| MEDICAL SUPPLIES | 109359 | 109359 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489276 | Total |
| Program Services | 319390 | ProgramServices |
| Management And General | 169886 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18866144 | Total |
| Program Services | 16060211 | ProgramServices |
| Management And General | 2805933 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348001 | BOY |
| EOY | 46713 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6791323 | BOY |
| EOY | 7350125 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 698298 | BOY |
| EOY | 639443 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155000 | BOY |
| EOY | 353600 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17991 | BOY |
| EOY | 21766 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2495365 | BOY |
| EOY | 2155017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 77299064 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28878202 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49374891 | BOY |
| EOY | 48420862 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317092 | BOY |
| EOY | 308927 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2208 | BOY |
| EOY | 911 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1469841 | BOY |
| EOY | 1558625 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61670010 | BOY |
| EOY | 60855989 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1124470 | BOY |
| EOY | 1056943 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42111101 | BOY |
| EOY | 51018979 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37727256 | BOY |
| EOY | 36122278 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14456104 | BOY |
| EOY | 12523667 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95418931 | BOY |
| EOY | 100721867 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -35122503 | BOY |
| EOY | -41333179 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276190 | BOY |
| EOY | 338428 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1097392 | BOY |
| EOY | 1128873 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -33748921 | BOY |
| EOY | -39865878 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61670010 | BOY |
| EOY | 60855989 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 490986 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 156995 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -6764938 | 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 Minus3 Years | 1850 | CurrentTaxYearMinus3Years |
| Current Tax Year | 149587 | CurrentTaxYear |
| Total | 151437 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15740768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17104007 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17670487 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18901944 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19053395 | CurrentTaxYear |
| Total | 88470601 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15740768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17105857 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17670487 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18901944 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19202982 | CurrentTaxYear |
| Total | 88622038 | 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 | 88622038 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -448717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69370 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 108585 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 161321 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145604 | CurrentTaxYear |
| Total | 36163 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -448717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69370 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 108585 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 161321 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145604 | CurrentTaxYear |
| Total | 36163 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15292051 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17175227 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17779072 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19063265 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19348586 | CurrentTaxYear |
| Total | 88658201 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99960 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99760 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00040 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00240 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1097392 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 31481 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1128873 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1110712 | BeginningOfYearBalance |
| Other Expenditures | 13320 | OtherExpenditures |
| End Of Year Balance | 1097392 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1017810 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 92902 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1110712 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1011841 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5969 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1017810 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1028672 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -16831 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1011841 | 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 | 5803678 | OtherCostOrOtherBasis |
| Book Value | 5803678 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 64044863 | OtherCostOrOtherBasis |
| Depreciation | 23761278 | Depreciation |
| Book Value | 40283585 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5762869 | OtherCostOrOtherBasis |
| Depreciation | 4860985 | Depreciation |
| Book Value | 901884 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1687654 | OtherCostOrOtherBasis |
| Depreciation | 255939 | Depreciation |
| Book Value | 1431715 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 48420862 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO ASERV | $4,855,921 |
| REFUNDABLE ENTRANCE FEES | $780,438 |
| VALUATION OF DERIVATIVE INSTRUMENT | $6,882,813 |
| CAPITAL LEASES | $4,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12523667 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 18560740 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 156995 | NetUnrealizedGainsInvestments |
| Other Revenues | -953385 | OtherRevenues |
| Revenue Not Rptd F990 | -796390 | RevenueNotRptdF990 |
| Revenue Subtotal | 19357130 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19357130 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18870608 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4464 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4464 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18866144 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18866144 | 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 ORGANIZATION'S ENDOWMENT FUNDS IS TO PROVIDE BENEVOLENT CARE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ASBURY SOLOMONS 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. ASBURY COMMUNITIES HAS IMPLEMENTED PROCESSES TO ENSURE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE'S INTERMEDIATE SANCTIONS PROVISIONS FOR ALL ITS SUPPORTED ORGANIZATIONS, INCLUDING ASBURY SOLOMONS. 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 PROCESSES 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: | UNREALIZED LOSS ON CHANGE IN MARKET VALUE OF DERIVATIVES -429,490. CHANGE IN BENEFICIAL INTEREST IN ASBURY FOUNDATION ASSETS 93,719. TRANSFERS TO ACOMM -622,078. RENTAL EXPENSES 4,464. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 4,464. |
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 | ||||||||||||||
| SR. VICE PRESIDENT | 0 | 281739 | 0 | 25000 | 0 | 2322 | 0 | 7500 | 0 | 9962 | 0 | 326523 | 0 | 0 |
| ANDREW APPLEGATE | ||||||||||||||
| VICE PRESIDENT | 179378 | 0 | 15000 | 0 | 583 | 0 | 5381 | 0 | 12340 | 0 | 212682 | 0 | 0 | 0 |
| SCOTT BUSHONG | ||||||||||||||
| VICE PRESIDENT | 0 | 262095 | 0 | 7089 | 0 | 276 | 0 | 4637 | 0 | 12341 | 0 | 286438 | 0 | 0 |
| DAVID DENTON | ||||||||||||||
| VICE PRESIDENT | 0 | 209210 | 0 | 5000 | 0 | 711 | 0 | 6276 | 0 | 12341 | 0 | 233538 | 0 | 0 |
| MELISSA HADLEY | ||||||||||||||
| VICE PRESIDENT | 0 | 189092 | 0 | 15000 | 0 | 936 | 0 | 5673 | 0 | 13068 | 0 | 223769 | 0 | 0 |
| JIM SCHNEIDER | ||||||||||||||
| VICE PRESIDENT | 0 | 162411 | 0 | 5000 | 0 | 2252 | 0 | 4872 | 0 | 12458 | 0 | 186993 | 0 | 0 |
| ROBIN STERN | ||||||||||||||
| VICE PRESIDENT | 0 | 147465 | 0 | 10000 | 0 | 709 | 0 | 4423 | 0 | 12341 | 0 | 174938 | 0 | 0 |
| KIM EHRENFRIED | ||||||||||||||
| ASSISTANT TREASURER | 0 | 165913 | 0 | 7500 | 0 | 364 | 0 | 4977 | 0 | 12341 | 0 | 191095 | 0 | 0 |
| PEGGY CRESPI KAPLAN | ||||||||||||||
| V.P., ASST. SECRETARY | 0 | 302827 | 0 | 25000 | 0 | 3564 | 0 | 7500 | 0 | 9962 | 0 | 348853 | 0 | 0 |
| HENRY MOEHRING | ||||||||||||||
| ASST. SECRETARY | 0 | 158586 | 0 | 15000 | 0 | 779 | 0 | 4757 | 0 | 12341 | 0 | 191463 | 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 |
|---|---|---|---|---|---|---|---|---|
| CITY OF GAITHERSBURG (MARYLAND) | ||||||||
| A | 526000792 | 363128BK4 | 2006-11-30 | 11838152 | SERIES 2006A MD BOND | 0 | 0 | 1 |
| CITY OF GAITHERSBURG (MARYLAND) | ||||||||
| B | 526000792 | 363128CB3 | 2009-12-16 | 24969983 | SERIES 2009B MD BOND | 0 | 0 | 1 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 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 | Amount RetiredAmountRetired |
|---|---|---|---|---|---|---|---|---|---|
| A | 11838152 | 1091594 | 10518031 | 228529 | 1 | 0 | 1 | 1 | |
| B | 24969983 | 764556 | 23706028 | 499400 | 1 | 0 | 1 | 1 | 4548600 |
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 | 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 |
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 (14 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CAN ACT IN PLACE OF THE BOARD BETWEEN MEETINGS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. | |
| 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 SOLOMONS, INC 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 SOLOMONS, INC. AND ELECTS THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ONLY 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) 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 ASBURY COMMUNITIES BOARD, THE SOLE MEMBER OF SOLOMONS, 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; RECORDPROCEEDINGS 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 THE ORGANIZATION'S WEBSITE. | |
| FORM 990, PART XI, LINE 9: | NET UNREALIZED LOSS ON CHANGE IN MARKET VALUE OF DERIVATIVE INSTRUMENTS -429,490. CAPITAL TRANSFER TO ACOMM -622,078. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION, INC. 93,719. PRIOR PERIOD ADJUSTMENT DUE TO ACCOUNTING STANDARD UPDATE ASU 2012-01 -5,807,089. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS. | |
| FORM 990, PART III, LINE 4 | ASBURY SOLOMONS CONTRIBUTES TIME, SPACE AND MANPOWER BACK TO THE GREATER COMMUNITY IN WHICH ITS CONTINUING CARE RETIREMENT COMMUNITY IS LOCATED. ASBURY SOLOMONS 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. ASBURY SOLOMONS 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 INCLUDE THE FOLLOWING: IN THE AREA OF SUPPORTING THE LOCAL COMMUNITY AND SENIOR SERVICES, ASBURY SOLOMONS DONATED MEETING SPACE FOR A LOCAL TEAM WALKING IN THE AMERICAN HEART ASSOCIATION'S MUSCULAR DYSTROPHY BENEFIT WALK. AN ASSOCIATE PARTICIPATED IN THE PLANNING FOR THE 2012 ALZHEIMER'S CARE GIVING AWARD EVENT. IN ADDITION, ASBURY SOLOMONS FACILITATED AND HOSTED NINE MONTHLY SUPPORT GROUP MEETINGS THROUGHOUT THE YEAR FOR AREA CITIZENS WHO SERVE AS CAREGIVERS FOR THOSE WITH DEMENTIA. THE EXECUTIVE DIRECTOR SPOKE TO THE KIWANAS CLUB IN ORDER FOR THEM TO BETTER UNDERSTAND THE SERVICES AVAILABLE TO OLDER ADULTS IN THE COMMUNITY. HELD AN ALL DAY BENEFIT AND AWARENESS EVENT FOR THE ALZHEIMERS ASSOCIATION WHICH INCLUDED A 15 HOUR BIKE RIDE BY THE WELLNESS DIRECTOR AND A 10 HOUR ON-CAMPUS WALK COORDINATED BY WELLNESS SPECIALISTS. ASBURY SOLOMONS ASSOCIATES ASSISTED IN PACKING DRY GOODS FOR THE CHESAPEAKE CARES FOOD PANTRY IN HUNTINGTOWN, MD AS PART OF THE UNITED WAY DAY OF CARING. OUR FOOD SERVICE PROVIDER, SODEXO, WAS ABLE TO SECURE A DONATION OF A TRASH BIN THAT WAS MADE OF 1200 MILK CARTONS. OTHER COMMUNITY BENEFITS PROVIDED BY ASBURY SOLOMONS INCLUDE: THE DONATION OF SPACE FOR THE CALVERT ALLIANCE AGAINST SUBSTANCE ABUSE FOR ITS MEDICATION TAKE BACK DAY. ASBURY SOLOMONS ASSOCIATES AND RESIDENTS CONTRIBUTE NON-PERISHABLE FOODS THAT ARE DONATED WEEKLY TO THE LOCAL SMILE FOOD PANTRY. BETTY'S CLOSET DONATES EXCESS CLOTHING DONATIONS MONTHLY TO SMILE FOR RESALE IN THEIR THRIFT SHOP WHICH USES FUNDS TO PROVIDE SERVICES TO LOCAL RESIDENTS IN NEED. DURING 2012, OVER $3,800 IN FOOD AND CLOTHING WAS DONATED TO SMILE. THE EXECUTIVE DIRECTOR HELPED WITH THE DEVELOPMENT OF A NEW FINANCE COMMITTEE OF SMILE. DONATED TWO COMPUTER CHAIRS VALUED AT $194 TO SOLOMONS UNITED METHODIST CHURCH. ASBURY SOLOMONS BETTY'S CLOSET DONATED EXCESS CLOTHING AND ACCESSORIES TO A LOCAL THRIFT SHOP WHICH RAISES FUNDS FOR ADULTS WITH DISABILITIES. IN ADDITION, ASBURY SOLOMONS' STAFF MEMBERS WERE ACTIVE AS LEADERS IN SEVERAL CIVIC ORGANIZATIONS BENEFITTING THE LOCAL COMMUNITY, INCLUDING THE CALVERT COUNTY COMMUNITY MINISTRY, THE CALVERT COUNTY CHAMBER OF COMMERCE AND SMILE, INC. FINALLY, ASBURY SOLOMONS DONATED CLASS SPACE FOR SEVERAL LOCAL MUSIC AND DANCE SCHOOLS. | COMMUNITY BENEFIT REPORT: |
| 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 SOLOMONS, 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, 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 $43,820,000 AND IS ALLOCATED AS FOLLOWS: ASBURY ATLANTIC, INC. $17,884,081 ASBURY SOLOMONS, INC. $25,935,919 | 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 | 521862674 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | MD | 501(C) (3) | 9 | 0 | ASBURY COMMUNITIES INC |
| 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 FOUNDATION INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | RAISING FUNDS FOR CHARITY CARE | MD | 501(C) (3) | 7 | 0 | ASBURY COMMUNITIES INC | |
| AFFILIATED ASSOCIATES INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 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 BOULEVARD | GERMANTOWN | MD | 20874 | 205038820 | TECH & MGT SVCS | DE | C | 0 |
| TAG MARKETING LLC | ||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 262896006 | MARKETING SRVCS | DE | C | 0 |
| THE ASBURY GROUP INTEGRATED TECHNOLOGIES LLC | ||||||||
| 20030 CENTURY BOULEVARD | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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