ASBURY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY INC (EIN 62-0630670)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-02-12
- IRS object ID
- 201330439349300618
- Schema version
- 2011v1.2
- 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 | 2013-02-12T08:59:20-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | 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 | 101 N TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620630670 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASBU | NameControl |
| Phone | 8659826109 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 WILDER CHAPEL LANE | AddressLine1 |
| City | MARYVILLE | City |
| State | TN | State |
| ZIP Code | 37804 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARJORIE SHONNARD | Name |
| Title | VP OF OPERATIONS | Title |
| Phone | 8659826109 | Phone |
| Date Signed | 2013-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN NORMAN | Name |
| PTIN | P01506766 | PTIN |
| Phone | 7049985200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARJORIE SHONNARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 WILDER CHAPEL LANE | AddressLine1 |
| City | MARYVILLE | City |
| State | TN | State |
| ZIP Code | 37804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31743993 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASBURYPLACE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SENIOR COMMUNITIES THAT OFFER FREEDOM AND SECURITY WITH COMPASSION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 718 | TotalNbrEmployees |
| Total Nbr Volunteers | 58 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 171421 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 112555 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30075806 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 31556612 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 72399 | InvestmentIncomePriorYear |
| Investment Income Current Year | 43082 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3708 | OtherRevenuePriorYear |
| Other Revenue Current Year | 31744 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30323334 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31743993 | 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 | 12783104 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13317251 | 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 | 17167547 | OtherExpensePriorYear |
| Other Expenses Current Year | 18289387 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29950651 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31606638 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 372683 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 137355 | RevenuesLessExpensesCY |
| Total Assets BOY | 48448704 | TotalAssetsBOY |
| Total Assets EOY | 59301690 | TotalAssetsEOY |
| Total Liabilities BOY | 24244494 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 35186048 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24204210 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24115642 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE SENIOR COMMUNITIES THAT OFFER FREEDOM AND SECURITY WITH COMPASSION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 26061528 | Expense |
| Revenue | 31643280 | Revenue |
| Description | ASBURY, INC. PROVIDES A REGIONAL NETWORK OF CONTINUING CARE RETIREMENT COMMUNITIES THAT MINISTER TO THE SPIRITUAL AND PHYSICAL NEEDS OF ITS RESIDENTS, PROVIDE A SAFE, CLEAN, AND COMFORTABLE ENVIRONMENT, AND TREAT SENIORS WITH RESPECT AND DIGNITY. OVER 1,000 CLIENTS SERVED DURING THE YEAR.ASBURY, INC. CONTRIBUTES TIME, SPACE AND MANPOWER BACK TO THE GREATER COMMUNITY IN WHICH ITS CONTINUING CARE RETIREMENT COMMUNITIES ARE LOCATED. ALL OF THE COMMUNITIES PROVIDE CHARITY CARE TO THOSE RESIDENTS WHOSE NEEDS EXCEED THEIR FUNDS, AND NO RESIDENT HAS EVER BEEN ASKED TO LEAVE AN ASBURY, INC. COMMUNITY BECAUSE OF DEPLETED FUNDS THROUGH NO FAULT OF THEIR OWN. HIGHLIGHTS OF THIS YEAR'S COMMUNITY BENEFIT ACCOMPLISHMENTS AT ASBURY, INC. INCLUDE THE FOLLOWING:ALZHEIMER'S WALK TO BENEFIT ALZHEIMER'S TN. TEAM ASBURY HAD 83 PARTICIPANTS, 19 OF WHICH ARE RESIDENTS. FUND RAISERS HOSTED THROUGHOUT THE YEAR INCLUDED A CHILI COOKOFF, SOUP LUNCHES, ETC. ASBURY PLACE IS ALSO A PREMIER SPONSOR OF THIS EVENT, LOGO APPEARS ON THE BACK OF THE WALK T-SHIRT.UNITED WAY CAN FOOD DRIVE. RESIDENTS AND ASSOCIATES COLLECTED THE MOST CANNED FOOD IN OUR DIVISION.RECYCLING: OUR RESIDENTS & ASSOCIATES RECYCLE PAPER, CARDBOARD, CANS, PLASTIC, AND BATTERIES. RESIDENTS IN ASSISTED LIVING(AL) HAVE BINS IN THEIR LAUNDRY ROOMS, APARTMENTS HAVE BINS IN EACH BUILDING, ASSOCIATES PARTICIPATE BY COLLECTING OFFICE PAPER AT THEIR DESKS AND DUMPING EACH WEEK IN OUR RECYCLE DUMPSTER ON SITE. ONSITE CARDBOARD RECYCLING BINS @ HEALTH CENTER AND ASSISTED LIVING.ASSISTED LIVING RESIDENTS REGULARLY PARTICIPATE IN MAKING CLOTHES AND COLLECTING SCHOOL SUPPLIES FOR HAITI ORPHANAGE, LOCAL RESCUE SQUAD, CHILDREN'S HOSPITAL, & BLOUNT MEMORIAL.HEALTH CENTER AND ASSISTED LIVING RESIDENTS MADE OVER 100 POTTERY CROSSES FOR A MISSION TRIP TO LATVIA.ASSISTED LIVING AND HEALTH CENTER PARTNERED WITH KNOX COUNTY TEEN ORGANIZATION THIS SUMMER FOR A DAY OF INTERGENERATIONAL PROJECTS "UPWARD BOUND PROJECT". WE PROVIDED TRANSPORTATION ON OUR BUSES TO CAMPUS AND BACK TO CAMP, PROVIDED A DAY OF PROJECTS ON CAMPUS INCLUDING INTERACTION WITH RESIDENTS AND SERVICE PROJECTS.ASSISTED LIVING COLLECTS DONATIONS OF CLOTHES, SHOES, ETC... FOR MONTHLY TRIPS TO NEW PROVIDENCE WHERE THEY HOST A RUMMAGE SALE TO RAISE $ FOR AREA MINISTRIES.ASBURY IN MISSION GROUP SUPPORTED LOCAL BATTERED WOMEN'S HOME AND VARIOUS OTHER LOCAL CHARITIES AND NON PROFIT ORGANIZATIONS.ASBURY HAS "ADOPTED A MILE" OF AMERINE ROAD FOR THE KEEP BLOUNT BEAUTIFUL ORGANIZATION. WE KEEP LITTER PICKED UP AND HOST CLEAN UP DAYS W/ ASSOCIATES.VESPERS CONGREGATION DONATES MONEY TO HEALTH CARE CENTER RESIDENT CHRISTMAS FUND YEARLY. (FUND PROVIDES A GIFT FOR EACH RESIDENT IN THE NURSING HOME).ASBURY SPONSORS A CHRISTMAS TREE ON THE BLOUNT COUNTY COURTHOUSE LAWN EACH YEAR. RESIDENTS MAKE ORNAMENTS, ASBURY SIGN PROMINENTLY DISPLAYED IN FRONT.HOSTED COMMUNITY EASTER EGG HUNT AT ASSISTED LIVING, HAD AREA PUBLIC SERVICE PROVIDERS BRING FIRETRUCKS, POLICE CARS, ETC. RESIDENTS DONATED THE CANDY AND HAD AN EASTER BONNET CONTEST.WE HOSTED GIRL SCOUTS IN THE COMMUNITY FOR TRICK-OR-TREATING AT ASSISTED LIVING AND HEALTH CENTER ON HALLOWEEN. RESIDENTS AND ASSOCIATES COLLECT CANDY THROUGHOUT THE MONTH OF OCTOBER.VETERANS HISTORY PROJECT SPONSORED BY DAUGHTERS OF THE CONFEDERACY. ASBURY PROVIDED LOCATION FOR FILMING VETERAN INTERVIEWS, INCLUDING SOME OF OUR OWN RESIDENTS, WHICH WERE SENT TO LIBRARY OF CONGRESS FOR THE NATIONAL ARCHIVES.ORGANIZE EARLY VOTING ON CAMPUS FOR RESIDENTS IN ALL LEVELS OF CARE (117 PARTICIPATED THIS YEAR!).WE HAVE 2 RESIDENTS THAT ARE STORYTELLERS THAT REGULARLY "PERFORM" AT MARYVILLE COLLEGE AND OTHER VENUES IN THE AREA.SEVERAL RL RESIDENTS THAT REGULARLY VOLUNTEER AT BLOUNT MEMORIAL HOSPITAL, MEALS ON WHEELS, IN OUR OWN HEALTH CARE CENTER.WE HAVE APPROXIMATELY 15 VOLUNTEERS THAT "WORK" ON OUR CAMPUS.EMPLOY PRN ACTIVITY ASSISTANTS, USUALLY COLLEGE STUDENTS, WHICH PROVIDES EXPERIENCE IN THE CARE OF THE AGED.STEADMAN HILL HAD A TEAM FOR THE RELAY FOR LIFE DONATIONS $1,205, ALZHEIMERS TEAM $550.00 AND WE RECYCLE THE RESIDENTS NEWSPAPERS MONTHLY TO THE HUMANE SOCIETY.AN ASBURY ASSOCIATE SERVES AS JC CHAMBER AMBASSADOR. CYSTIC FIBROSIS DONATIONS FROM EMPLOYEES WERE $70.00. BREAST CANCER AWARENESS DONATIONS BY EMPLOYEES WERE $273.00.PROVIDED TWO VAN LOADS OF SUPPLIES (WATER, BLANKETS, FOOD, TOYS, CLOTHES, ETC.) DONATED BY EMPLOYEES TO THE GREEN COUNTY TORNADO VICTIMS.VALENTINES WERE PRSENTED TO THE CHILDREN AT HOLSTON VALLEY MEDICAL CENTER IN KINGSPORT.ASSOCIATES VOLUNTEER AT SECOND HARVEST FOOD BANK AND HOSPITAL.SEWING PROJECTS FOR THE HOSPICE.DONATED FOOD TO RESIDENTS OF FOREST RIDGE MANOR.OFFER PET VISITATION AT THE HEALTH CARE CENTER. | Description |
| Total Program Service Expense | 26061528 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 0 | 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 | 0 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 718 | 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 | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | TN | StatesWhereCopyOfReturnIsFiled |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3012502028 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20030 CENTURY BLVD SUITE 300 | AddressLine1 |
| City | GERMANTOWN | City |
| State | MD | State |
| ZIP Code | 20874 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| GUY WILSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN C DAVES | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | X | |
| JACKIE DINGUS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | X | |
| MARVIN EICHORN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | X | |
| TOM MOTTERN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LARRY MARTIN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MARSHEINE MCCLURG | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BETH STUBBS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | X | |
| ANGEL NORMAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL CULLEN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SANDRA DAVIS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT FEAGINS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW JOSEPH | |||||||
| ACTING PRESIDENT | 40.00 | 0 | 0 | 0 | X | ||
| MARJORIE SHONNARD | |||||||
| VP OF OPERATIONS | 40.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 |
|---|---|---|---|---|---|
| JOSEPH CONSTRUCTION COMPANY INC | |||||
| PO BOX 10563 | KNOXVILLE | TN | 37939 | CONSTRUCTION SERVICES | 7217607 |
| ARAMARK INC | |||||
| 24863 NETWORK PLACE | CHICAGO | IL | 60673 | FOOD SUPPLIES & HOUSEKEEPING SERVICES | 5450407 |
| FUNCTIONAL PATHWAYS OF TENNESSEE LLC | |||||
| PO BOX 720477 | ATLANTA | GA | 30358 | THERAPY SERVICES | 2390127 |
| THE ASBURY GROUP INC | |||||
| 20030 CENTURY BLVD SUITE 300 | GERMANTOWN | MD | 20874 | MANAGEMENT, INFORMATION TECHNOLOGY | 2286248 |
| LINDE RSS LLC | |||||
| PO BOX 813 104B WEST COURT SQUARE | LIVINGSTON | TN | 38570 | THERAPY SERVICES | 918822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| All Other Contributions | 112555 | AllOtherContributions |
| Total Contributions | 112555 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 31382863 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31382863 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 173749 | TotalRevenueColumn |
| Related Or Exempt Function Income | 173749 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 31556612 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43082 | TotalRevenueColumn |
| Exclusion | $43,082 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31744 | TotalRevenueColumn |
| Exclusion | $31,744 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 31744 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31743993 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31556612 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $74,826 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10921322 | Total |
| Program Services | 10009334 | ProgramServices |
| Management And General | 911988 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130567 | Total |
| Program Services | 127815 | ProgramServices |
| Management And General | 2752 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1457109 | Total |
| Program Services | 1431112 | ProgramServices |
| Management And General | 25997 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 808253 | Total |
| Program Services | 741948 | ProgramServices |
| Management And General | 66305 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2029320 | Total |
| Management And General | 2029320 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126306 | Total |
| Management And General | 126306 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41874 | Total |
| Program Services | 499 | ProgramServices |
| Management And General | 41375 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5085503 | Total |
| Program Services | 4915662 | ProgramServices |
| Management And General | 169841 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 388286 | Total |
| Program Services | 356846 | ProgramServices |
| Management And General | 31440 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 918396 | Total |
| Program Services | 734445 | ProgramServices |
| Management And General | 183951 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161113 | Total |
| Program Services | 555 | ProgramServices |
| Management And General | 160558 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2143215 | Total |
| Program Services | 1117468 | ProgramServices |
| Management And General | 1025747 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63436 | Total |
| Program Services | 20347 | ProgramServices |
| Management And General | 43089 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 616341 | Total |
| Program Services | 2587 | ProgramServices |
| Management And General | 613754 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1447405 | Total |
| Program Services | 1447405 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476371 | Total |
| Program Services | 476371 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 1659805 | 1659320 | 485 |
| FOOD | 1436782 | 1436782 | |
| REPAIRS AND MAINTENANCE | 720423 | 720423 | |
| BAD DEBTS | 587754 | 587754 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387057 | Total |
| Program Services | 274855 | ProgramServices |
| Management And General | 112202 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31606638 | Total |
| Program Services | 26061528 | ProgramServices |
| Management And General | 5545110 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6055304 | BOY |
| EOY | 8158028 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3103866 | BOY |
| EOY | 2889457 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 874902 | BOY |
| EOY | 952875 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 58525164 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20853514 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29825873 | BOY |
| EOY | 37671650 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7567382 | BOY |
| EOY | 8572967 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1021377 | BOY |
| EOY | 1056713 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48448704 | BOY |
| EOY | 59301690 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3424306 | BOY |
| EOY | 4341377 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5968020 | BOY |
| EOY | 7399337 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14803685 | BOY |
| EOY | 23396851 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48483 | BOY |
| EOY | 48483 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24244494 | BOY |
| EOY | 35186048 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24085142 | BOY |
| EOY | 23970687 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65677 | BOY |
| EOY | 91564 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53391 | BOY |
| EOY | 53391 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24204210 | BOY |
| EOY | 24115642 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48448704 | BOY |
| EOY | 59301690 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 137355 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -225923 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 703420 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19597 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 171421 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25887 | CurrentTaxYear |
| Total | 920360 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26571648 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26949919 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28258459 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29894919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31382863 | CurrentTaxYear |
| Total | 143057808 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27275068 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26949954 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28278056 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30066340 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31408750 | CurrentTaxYear |
| Total | 143978168 | 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 | 143978168 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 392788 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 167664 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124069 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 72399 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43082 | CurrentTaxYear |
| Total | 800002 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 392788 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 167664 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124069 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 72399 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43082 | CurrentTaxYear |
| Total | 800002 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 3708 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31744 | CurrentTaxYear |
| Total | 35452 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27667856 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27117618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28402125 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30142447 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31483576 | CurrentTaxYear |
| Total | 144813622 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99420 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99220 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00550 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00770 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 53391 | BeginningOfYearBalance |
| End Of Year Balance | 53391 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 451965 | BeginningOfYearBalance |
| Other Expenditures | 451965 | OtherExpenditures |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 451965 | BeginningOfYearBalance |
| End Of Year Balance | 451965 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 756043 | OtherCostOrOtherBasis |
| Book Value | 756043 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35223267 | OtherCostOrOtherBasis |
| Book Value | 35223267 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7428137 | OtherCostOrOtherBasis |
| Book Value | 7428137 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15117717 | OtherCostOrOtherBasis |
| Depreciation | 20853514 | Depreciation |
| Book Value | -5735797 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 37671650 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS | Description |
| Book Value | 8572967 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8572967 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WORKERS' COMPENSATION RESERVE | Description |
| Amount | $48,483 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 48483 | TotalOfAmounts |
| Total Revenue | 31743993 | TotalRevenue |
| Total Expenses | 31606638 | TotalExpenses |
| Excess Or Deficit For Year | 137355 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 111610 | NetUnrealizedGLOnInvestments |
| Other | -$337,533 | OtherAmount |
| Total Adjustments | -225923 | TotalAdjustments |
| Excess Or Deficit Per FS | -88568 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 31718106 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 31718106 | RevenueSubtotal |
| Other Revenues Not Included | 25887 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 25887 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 31743993 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31606638 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 31606638 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 31606638 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS REPRESENT ENDOWMENT CONTRIBUTIONS. THE STATE OF TENNESSEE HAS ADOPTED THE TENNESSEE PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("UPMIFA"). WITH THIS ADOPTION IN THE PRIOR YEAR, THE ORGANIZATION EXAMINED ITS PERMANENTLY RESTRICTED NET ASSETS AND DETERMINED THAT APPROXIMATELY $452,000 SHOULD BE RECLASSIFIED AS UNRESTRICTED NET ASSETS. A RECLASSIFICATION WAS MADE BY THE ORGANIZATION REGARDING THESE ASSETS AT MARCH 31, 2011. THE ORGANIZATION DETERMINED THE REMAINING $53,391 WHICH WAS RECEIVED DURING 2011 AND REPRESENTS THE ORIGINAL VALUE OF THE DONATIONS, IS PROPERLY CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS AT MARCH 31, 2012 AND 2011. INCOME EARNED FROM THE RELATED INVESTMENTS IS UNRESTRICTED. THE ORGANIZATION RECEIVED NO PERMANENTLY RESTRICTED DONATIONS DURING THE YEAR ENDED MARCH 31, 2012. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ASBURY, INC. IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES. THE INCOME TAX RETURN FOR ASBURY, INC. IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. ASBURY, INC. IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE ORGANIZATION HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLE IMPAIRMENT ON ASSETS HELD FOR SALE -337,533. | |
| PART XII, LINE 4B: $25,887 ADJUSTMENT DUE TO TEMPORARILY RESTRICTED CONTRIBUTIONS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| THE HEALTH AND EDUCATIONAL FACILITIES BOARD OF BLOUNT COUNTY | |||||||
| 621192419 | 094900BC0 | 2007-05-30 | 13353977 | REIMBURSE CORPORATION FOR A SWAP TERMINATION PAYMENT, REFINANCE BANK LOAN | 0 | 0 | 0 |
| THE HEALTH AND EDUCATIONAL FACILITIES BOARD OF BLOUNT COUNTY | |||||||
| 621192419 | 094900BD8 | 2007-05-30 | 920000 | REFUND PRIOR BONDS, FUND RESERVE FUND #1, AND TO PAY CERTAIN EXPENSES | 0 | 0 | 0 |
| THE HEALTH AND EDUCATIONAL FACILITIES BOARD OF BLOUNT COUNTY | |||||||
| 621192419 | NONEAVAIL | 2010-12-30 | 16000000 | TO FINANCE CONSTRUCTION OF 36 NEW UNITS, IMPROVEMENTS, PAY BOND FEES | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|
| 13353977 | 1286556 | 234763 | 11832658 | 2007 | 1 | 1 | 1 | 1 | ||
| 920000 | 293783 | 625000 | 2007 | 1 | 1 | 1 | 1 | 1217 | ||
| 16000000 | 264422 | 0 | 0 | 0 | 1 | 15735578 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 1 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GUY WILSON | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 842176 | AmountOfTransaction |
| Description Of Transaction | SEE BELOW | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ASBURY USES PHARMACY NETWORK SERVICES AS ITS PHARMACEUTICAL VENDOR. PNS IS OWNED BY GUY WILSON. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION IS UNDER A MANAGEMENT AGREEMENT WITH THE ASBURY GROUP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ASBURY, INC. 990 FOR THE YEAR ENDED 3/31/2012 WAS POSTED TO THE ASBURY BOARDLINK INTRANET SITE FOR THE BOARD TO REVIEW. ANY COMMENTS WERE FORWARDED TO JACK EDWARDS, REIMBURSEMENT & TAX MANAGER FOR ASBURY COMMUNITIES, INC. FOR RESOLUTION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION RECOGNIZES THAT THE POTENTIAL FOR CONFLICT OF INTEREST EXISTS FOR DECISION-MAKERS AT ALL LEVELS WITH ASBURY. THIS INCLUDES MEMBERS OF THE GOVERNING BOARD, ADMINISTRATION, AND ALL PERSONNEL IN POSITIONS TO MAKE AND/OR INFLUENCE DECISIONS. IT IS ASBURY'S POLICY THAT ANY POTENTIAL CONFLICT OF INTEREST BE DISCLOSED SO THAT APPROPRIATE ACTIONS MAY BE TAKEN TO ENSURE SUCH CONFLICT DOES NOT INAPPROPRIATELY INFLUENCE DECISIONS. ANY MEMBER OF THE BOARD OF DIRECTORS BEING AWARE OF ANY POTENTIAL CONFLICT OF INTEREST IS EXPECTED TO DISCLOSE THIS POTENTIAL CONFLICT TO OTHER BOARD MEMBERS, REFRAIN FROM UNDUE INFLUENCE, AND ABSTAIN FROM VOTING. STATING ONE'S POSITION, AND/OR ANSWERING QUESTIONS OF OTHER MEMBERS MAY BE IN ORDER. THE MINUTES OF THE MEETING WILL REFLECT ANY SUCH DISCLOSURES AND ABSTENTION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A STUDY PREPARED BY AN OUTSIDE CONSULTANT IS UTILIZED WHEN CONSIDERING SALARY AND SALARY INCREASES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 111,610. CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLE IMPAIRMENT ON ASSETS HELD FOR SALE -337,533. TOTAL TO FORM 990, PART XI, LINE 5: -225,923. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | NO CHANGE IN METHOD FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOREST RIDGE MANOR INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 WILDER CHAPEL LANE | AddressLine1 |
| City | MARYVILLE | City |
| State | TN | State |
| ZIP Code | 37804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201885811 | EIN |
| Primary Activities | TO PROVIDE ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES | PrimaryActivities |
| Legal Domicile State | TN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| 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 | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments