ASBURY COMMUNITIES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY COMMUNITIES INC (EIN 52-1862677)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201233139349302018
- 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 | 2012-11-08T15:09:57-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 WGERMANTOWN PIKESTE 400 | AddressLine1 |
| City | PLYMOUTH MTG | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521862677 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY COMMUNITIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASBU | NameControl |
| Phone | 3012502100 | 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 | 3012502100 | Phone |
| Date Signed | 2012-11-08 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | EDWIN C THOMAS III | 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 | 16676277 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASBURY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | CREATING SERVICES FOR SENIORS THAT ENHANCE THE VALUE OF THE ENTIRE SPAN OF LIFE. THE ORGANIZATION'S PURPOSE IS TO PROVIDE MANAGEMENT SERVICES TO SUPPORTED ORGANIZATIONS, WHICH PROVIDE HOUSING AND HEALTHCARE TO SENIORS IN A FINANCIALLY SECURE ENVIRONMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 70 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 16092 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7104439 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7378295 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1293880 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1737950 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8398319 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9116245 | 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 | 7568750 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8877591 | 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 | 2812202 | OtherExpensePriorYear |
| Other Expenses Current Year | 3429378 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10380952 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12306969 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1982633 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3190724 | RevenuesLessExpensesCY |
| Total Assets BOY | 37653101 | TotalAssetsBOY |
| Total Assets EOY | 38710681 | TotalAssetsEOY |
| Total Liabilities BOY | 14101839 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15161738 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23551262 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23548943 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ASBURY COMMUNITIES' MISSION IS CREATING SERVICES FOR SENIORS THAT ENHANCE THE VALUE OF THE ENTIRE SPAN OF LIFE. THE ORGANIZATION'S PURPOSE IS TO PROVIDE ADMINISTRATIVE SERVICES TO SUPPORTED ORGANIZATIONS, WHICH PROVIDE HOUSING AND HEALTH CARE TO SENIORS IN A FINANCIALLY SECURE ENVIRONMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11095951 | Expense |
| Revenue | 7378295 | Revenue |
| Description | PROVIDED MANAGEMENT SERVICES TO SUPPORTED ORGANIZATIONS LOCATED IN PENNSYLVANIA, OKLAHOMA AND MARYLAND. THESE SUPPORTED ORGANIZATIONS ARE CONTINUING CARE RETIREMENT COMMUNITIES WHICH INCLUDE RESIDENTIAL LIVING UNITS FOR THE AGED, ASSISTED LIVING UNITS AND SKILLED NURSING FACILITIES. IN ADDITION, ASBURY COMMUNITIES, INC. PROVIDES MANAGEMENT SERVICES TO ASBURY COMMUNITIES HCBS, INC. WICH PROVIDES HOME CARE SERVICES FOR THE AGED. ALL OF THE SUPPORTED ORGANIZATIONS ARE NOT FOR PROFIT 501(C) (3) TAX EXEMPT ORGANIZATIONS. A PORTION OF THE $7.3M ASBURY COMMUNITIES REVENUE IS FOR MANAGEMENT SERVICES CONTRACTED TO AND PAID FOR BY THE ASBURY GROUP, INC., A WHOLLY OWNED SUBSIDIARY OF ASBURY COMMUNITIES, INC. | Description |
| Total Program Service Expense | 11095951 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 275 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 70 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | OC | NameOfForeignCountry |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL CONNELL CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3012502100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20030 CENTURY BLVD STE 300 | AddressLine1 |
| City | GERMANTOWN | City |
| State | MD | State |
| ZIP Code | 20874 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LLOYD B HARRISON | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| ELLEN M GOITIA | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| DR ROBERT BURKE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT BOYD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY ERNICO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANN E GILLESPIE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PHILIP T GOLDSTEIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MEARLE L GRIFFITH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROCHELLE L KROWINSKI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NANCY ORTMEYER KUHN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAROL BRYDEN MOORE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIM RUTH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LOWELL STARLING | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HENRY TRENTMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS W ALLEN DO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EDWIN C THOMAS III | |||||||
| PRESIDENT/CEO | 60.00 | X | X | 534306 | 0 | 19212 | |
| PEGGY CRESPI KAPLAN | |||||||
| VP, SECRETARY | 60.00 | X | 300409 | 0 | 18905 | ||
| ANDREW JOSEPH | |||||||
| ASST. SECRETARY/ASST. TREASURER | 50.00 | X | 195921 | 0 | 19895 | ||
| DOUG LEIDIG | |||||||
| ASST. SECRETARY/ASST. TREASURER | 60.00 | X | 370281 | 0 | 19212 | ||
| BRAD REYNOLDS | |||||||
| VP, ASST. SECRETARY | 50.00 | X | 242386 | 0 | 19212 | ||
| MICHAEL CONNELL | |||||||
| VP, TREASURER | 60.00 | X | 299129 | 0 | 21712 | ||
| KIM EHRENFRIED | |||||||
| ASST. TREASURER | 60.00 | X | 153655 | 0 | 18207 | ||
| SUE DACAMARA | |||||||
| VICE PRESIDENT | 60.00 | X | 273568 | 0 | 16905 | ||
| KENNETH NOREEN | |||||||
| CHIEF OF STRATEGY IMPLEMENTATION | 50.00 | 293545 | 0 | 21712 | X | ||
| MEREDITH BOYLE | |||||||
| CHIEF MARKETING OFFICER | 60.00 | 286526 | 0 | 19212 | X | ||
| MICHAEL L REYNOLDS | |||||||
| DIRECTOR OF PROJECT DEVELOPMENT | 40.00 | 216882 | 0 | 21043 | X | ||
| CATHY RITTER | |||||||
| VP-MARKETING | 50.00 | 196048 | 0 | 20219 | X | ||
| RHONDA TERANTO | |||||||
| VP-FINANCIAL STRATEGIES | 50.00 | 175152 | 0 | 18322 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3537808 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 253768 | TotalOtherCompensation |
| Number Individuals GT100 K | 22 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 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 | WELLNESS PROGRAM | 368272 |
| DUGGAN & ASSOCIATES | |||||
| 24536 FOSSEN ROAD | DAMASCUS | MD | 20872 | LEADERSHIP TRAINING & DEVELOPMENT | 167662 |
| COVENANT SOLUTIONS | |||||
| 5700 OLD ORCHARD ROAD | SKOKIE | IL | 60077 | MASTER PLANNING SERVICES | 156049 |
| THE CORRIDOR GROUP | |||||
| 6405 METCALF SUITE 108 | OVERLAND PARK | KS | 66202 | CONSULTING SERVICES | 101346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEES | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 7378295 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7378295 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7378295 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 595032 | TotalRevenueColumn |
| Unrelated Business Revenue | 16092 | UnrelatedBusinessRevenue |
| Exclusion | $578,940 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8702950 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7560032 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1142918 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1142918 | TotalRevenueColumn |
| Exclusion | $1,142,918 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9116245 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7378295 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 16092 | UnrelatedBusinessRevenue |
| Exclusion | $1,721,858 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2522915 | Total |
| Program Services | 2327362 | ProgramServices |
| Management And General | 195553 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5493623 | Total |
| Program Services | 5067809 | ProgramServices |
| Management And General | 425814 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140293 | Total |
| Program Services | 129490 | ProgramServices |
| Management And General | 10803 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314496 | Total |
| Program Services | 252540 | ProgramServices |
| Management And General | 61956 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406264 | Total |
| Program Services | 387062 | ProgramServices |
| Management And General | 19202 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182434 | Total |
| Program Services | 176347 | ProgramServices |
| Management And General | 6087 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276999 | Total |
| Program Services | 276999 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1074016 | Total |
| Program Services | 848525 | ProgramServices |
| Management And General | 225491 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509432 | Total |
| Program Services | 509198 | ProgramServices |
| Management And General | 234 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 747152 | Total |
| Program Services | 701101 | ProgramServices |
| Management And General | 46051 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19852 | Total |
| Program Services | 19852 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1912 | Total |
| Program Services | 1791 | ProgramServices |
| Management And General | 121 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223836 | Total |
| Program Services | 215391 | ProgramServices |
| Management And General | 8445 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1342 | Total |
| Program Services | 1342 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151601 | Total |
| Management And General | 151601 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11512 | Total |
| Program Services | 11512 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EDUCATION AND TRAINING | 48784 | 46471 | 2313 |
| DUES AND SUBSCRIPTIONS | 48114 | 34992 | 13122 |
| REPAIRS AND MAINTENANCE | 19208 | 19105 | 103 |
| BOOKS AND PERIODICALS | 8033 | 6761 | 1272 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105151 | Total |
| Program Services | 62301 | ProgramServices |
| Management And General | 42850 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12306969 | Total |
| Program Services | 11095951 | ProgramServices |
| Management And General | 1211018 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1473775 | BOY |
| EOY | 1865327 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44671 | BOY |
| EOY | 105737 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1015680 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 402486 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 484816 | BOY |
| EOY | 613194 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16436719 | BOY |
| EOY | 21159528 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 378677 | BOY |
| EOY | 240128 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18834443 | BOY |
| EOY | 14726767 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37653101 | BOY |
| EOY | 38710681 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13939160 | BOY |
| EOY | 14981017 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162679 | BOY |
| EOY | 180721 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14101839 | BOY |
| EOY | 15161738 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23551262 | BOY |
| EOY | 23548943 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23551262 | BOY |
| EOY | 23548943 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37653101 | BOY |
| EOY | 38710681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3190724 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3188406 | 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| ASBURY ATLANTIC INC | |||||
| 520607956 | 09 | 1 | 1 | 1 | $0 |
| ASBURY SOLOMONS INC | |||||
| 521862675 | 09 | 1 | 1 | 1 | $0 |
| INVERNESS VILLAGE | |||||
| 731539802 | 09 | 1 | 1 | 1 | $0 |
| ACOMM HCBS INC | |||||
| 450634490 | 09 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART I, LINE 11H, COLUMN VII: ASBURY COMMUNITIES, INC. PROVIDES SUPPORT THROUGH ITS EXECUTIVE MANAGEMENT FUNCTIONS AS WELL AS POLICY AND OVERALL GUIDANCE TO ITS SUPPORTED ORGANIZATIONS, ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AND ASBURY COMMUNITIES HCBS, INC. ADDITIONALLY, THE ORGANIZATION PROVIDES FINANCE, LEGAL, ACCOUNTING, HUMAN RESOURCES, COMMUNICATIONS, INFORMATION TECHNOLOGY, GOVERNANCE SUPPORT AND MARKETING SUPPORT TO THE SUPPORTED ORGANIZATIONS NOTED ABOVE. FOR THE PURPOSE OF SCHEDULE A PART I LINE 11H(VII), THE AMOUNT OF SUPPORT HAS NOT BEEN ATTRIBUTED TO ANY OF THE INDIVIDUAL SUPPORTED ORGANIZATIONS. HOWEVER, THE ORGANIZATION DOES BELIEVE THE AMOUNT OF SUPPORT PROVIDED TO THESE ENTITIES IS $11,406,411. ALSO INCLUDED IN TOTAL EXPENSES IS $900,558 OF SUPPORT PROVIDED TO THE ASBURY GROUP, INC. FOR WHICH ASBURY COMMUNITIES IS REIMBURSED. THE TOTAL OF THESE AMOUNTS EQUALS $12,306,969 - TOTAL EXPENSES REPORTED IN PART IX IN THE FORM 990. | GeneralExplanation |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $30,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 30000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | HIRED ATTORNEY TO WORK WITH OUR STATE ASSOCIATION ON THEIR LEGISLATIVE INITIATIVES. | Explanation |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1015680 | OtherCostOrOtherBasis |
| Depreciation | 402486 | Depreciation |
| Book Value | 613194 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 613194 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 12555966 |
| DEPOSITS | 306389 |
| OTHER RECEIVABLES | 4293 |
| DUE FROM THE ASBURY GROUP, INC. | 293761 |
| DUE FROM ASBURY COMMUNITIES HCBS, INC. | 274742 |
| INVESTMENT IN THE ASBURY GROUP, INC. | 1291616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 14726767 | TotalBookValueOtherAssets |
| Total Revenue | 9116245 | TotalRevenue |
| Total Expenses | 12306969 | TotalExpenses |
| Excess Or Deficit For Year | -3190724 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1780453 | NetUnrealizedGLOnInvestments |
| Other | $4,968,859 | OtherAmount |
| Total Adjustments | 3188406 | TotalAdjustments |
| Excess Or Deficit Per FS | -2318 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7335792 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 7335792 | RevenueSubtotal |
| Other Revenues Not Included | 1780453 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1780453 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9116245 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12306969 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12306969 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12306969 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ASBURY COMMUNITIES AND AFFILIATES, EXCEPT THE ASBURY GROUP, INC. (TAG), ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC); ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. TAG IS ORGANIZED AS A FOR-PROFIT ENTITY AND IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. INCOME TAXES FOR TAG ARE RECORDED AS DEFERRED TAX ASSETS AND LIABILITIES IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS TO REFLECT TEMPORARY BOOK AND TAX DIFFERENCES. THE COMPANY HAS IMPLEMENTED PROCESSES TO ENSURE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE INTERMEDIATE SANCTIONS PROVISIONS FOR ALL ITS SUPPORTED ORGANIZATIONS, INCLUDING THE COMPANY. THIS INCLUDES AN INDEPENDENT REVIEW BY THE BOARD'S COMPENSATION COMMITTEE OF ALL COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS, RETENTION OF OUTSIDE COUNSEL AND OUTSIDE COMPENSATION CONSULTANTS TO PROVIDE INDEPENDENT THIRD-PARTY REVIEW AND ADVISEMENT, AND THE IMPLEMENTATION OF A DETAILED CONFLICT-OF-INTEREST POLICY AND ANNUAL DISCLOSURE PROCESS FOR ALL DISQUALIFIED PERSONS. THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MUST BE RECOGNIZED ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE RESOLUTION. THE COMPANY IS NOT AWARE OF ANY TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMPANY'S RESULTS OF OPERATIONS OR FINANCIAL POSITION. THE COMPANY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE COMPANY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE YEARS 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | TRANSFERS FROM AFFILIATES 4,968,859. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INVESTMENT 1,780,453. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWIN C THOMAS III | |||||||||||||
| 490742 | 0 | 40000 | 0 | 3564 | 0 | 7350 | 0 | 11862 | 0 | 553518 | 0 | 0 | 0 |
| PEGGY CRESPI KAPLAN | |||||||||||||
| 277087 | 0 | 20000 | 0 | 3322 | 0 | 7350 | 0 | 11555 | 0 | 319314 | 0 | 0 | 0 |
| ANDREW JOSEPH | |||||||||||||
| 185521 | 0 | 10000 | 0 | 400 | 0 | 6110 | 0 | 13785 | 0 | 215816 | 0 | 0 | 0 |
| DOUG LEIDIG | |||||||||||||
| 339741 | 0 | 30000 | 0 | 540 | 0 | 7350 | 0 | 11862 | 0 | 389493 | 0 | 0 | 0 |
| BRAD REYNOLDS | |||||||||||||
| 220740 | 0 | 20000 | 0 | 1646 | 0 | 7350 | 0 | 11862 | 0 | 261598 | 0 | 0 | 0 |
| MICHAEL CONNELL | |||||||||||||
| 273614 | 0 | 25000 | 0 | 515 | 0 | 7350 | 0 | 14362 | 0 | 320841 | 0 | 0 | 0 |
| KIM EHRENFRIED | |||||||||||||
| 145843 | 0 | 7500 | 0 | 312 | 0 | 4922 | 0 | 13285 | 0 | 171862 | 0 | 0 | 0 |
| SUE DACAMARA | |||||||||||||
| 246752 | 0 | 25000 | 0 | 1816 | 0 | 7350 | 0 | 9555 | 0 | 290473 | 0 | 0 | 0 |
| KENNETH NOREEN | |||||||||||||
| 291303 | 0 | 1000 | 0 | 1242 | 0 | 7350 | 0 | 14362 | 0 | 315257 | 0 | 0 | 0 |
| MEREDITH BOYLE | |||||||||||||
| 284513 | 0 | 0 | 0 | 2013 | 0 | 7350 | 0 | 11862 | 0 | 305738 | 0 | 0 | 0 |
| MICHAEL L REYNOLDS | |||||||||||||
| 206933 | 0 | 7000 | 0 | 2949 | 0 | 6681 | 0 | 14362 | 0 | 237925 | 0 | 0 | 0 |
| CATHY RITTER | |||||||||||||
| 185518 | 0 | 8808 | 0 | 1722 | 0 | 6328 | 0 | 13891 | 0 | 216267 | 0 | 0 | 0 |
| RHONDA TERANTO | |||||||||||||
| 169325 | 0 | 5000 | 0 | 827 | 0 | 5460 | 0 | 12862 | 0 | 193474 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 6 | ON THE PART I SUMMARY, LINE 6, WE HAVE LISTED 14 TOTAL VOLUNTEERS. THESE ARE OUR OUTSIDE BOARD OF DIRECTORS THAT DONATE THEIR TIME AND EXPERIENCE. THESE DIRECTORS ARE VOLUNTEERS THAT PERFORM AN INDEPENDENT, OBJECTIVE FUNCTION, KEEPING AN EYE ON THE ORGANIZATION'S STRUCTURE, FINANCES, AND THE RESULTS OF THE CARE AND SERVICES WE DELIVER. | |
| FORM 990, PART I, LINE 4 | ON PAGE 1, PART 1 SUMMARY, LINE 4 WE HAVE REPORTED 13 INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY. THE NON-INDEPENDENT BOARD MEMBERS CONSIST OF ONE EMPLOYEE OF ASBURY AND ONE RESIDENT OF BETHANY VILLAGE. | |
| FORM 990, PART III, LINE 4 | ASBURY COMMUNITIES, INC. DIVIDES ITS COMMUNITY BENEFIT ACTIVITIES INTO FOUR CATEGORIES:BENEVOLENT CARE, TRAINING THE NEXT GENERATION OF LEADERS AND PROFESSIONALS FOR SENIOR SERVICES, SUPPORTING OTHER LOCAL SENIOR SERVICES, AND GOING GREEN AND SUSTAINABLE. AN EXAMPLE OF TRAINING THE NEXT GENERATION OF LEADERS IS THAT ASBURY COMMUNITIES' CHIEF PEOPLE OFFICER TAUGHT HUMAN RESOURCES MANAGEMENT FOR LICENSED NURSING HOME ADMINISTRATORS FOR THE LICENSED NURSING HOME ADMINISTRATOR COURSE AT OHIO STATE UNIVERSITY THROUGH THEIR FISHER SCHOOL OF BUSINESS FOR LNHA LICENSING GROUP FOR OHIO(BENHA). AN ASBURY VICE PRESIDENT INVOLVED WITH HOLLERAN PROVIDED EDUCATION TO OTHER SENIOR PROVIDERS ON UTILIZING SATISFACTION/EFFECTIVENESS SURVEYS THAT ULTIMATELY IMPROVE SERVICES TO SENIORS. ASBURY'S PRESIDENT & CEO SERVES AS THE CHAIR OF THE UNITED METHODIST ASSOCIATION(UMA) OLDER ADULT MINISTRIES(OAM) COMMITTEE AND SERVES ON THE UMA BOARD OF DIRECTORS. DUTIES INCLUDE MONTHLY BOARD AND OAM EXECUTIVE COMMITTEE CONFERENCE CALLS. ASBURY'S PRESIDENT & CEO AND THE CHIEF LEGAL COUNSEL ALSO ASSISTED THE UMA WITH REVISING THEIR BYLAWS IN 2011.THE UNITED METHODIST ASSOCIATION ASSISTS AGING, CHILDREN, YOUTH AND FAMILY MINISTRIES SERVING THE AGING INCLUDING THE EAGLE COMMISSION WHICH IS A SELF-IMPROVEMENT ACCREDITATION PROCESS IMPROVING THE LIVES OF CLIENTS AND RESIDENTS OF HEALTH AND WELFARE MINISTRIES. IN ADDITION, ASSOCIATES IN THE ASBURY COMMUNITIES CORPORATE OFFICE DONATED FOOD AND STAPLE ITEMS FOR THOSE THAT HAD BEEN AFFECTED BY THE TORNADO IN THE JOPLIN, MO, AREA. FINALLY, IN DECEMBER 2011, ASSOCIATES COLLECTED FOOD, CLOTHING AND HOME ITEMS FOR THE GAITHERSBURG, MD AREA MANNA FOOD BANK AND THE SALVATION ARMY. | |
| FORM 990, PART V, LINE 4B | ON PART V, STATEMENTS REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE, LINE 4B, "IRELAND, OTHER COUNTRY" IS LISTED AS THE NAME OF THE FOREIGN COUNTRY THAT HAD A FINANCIAL ACCOUNT THAT ASBURY COMMUNITIES, INC. HAD AN INTEREST IN, OR SIGNATURE AUTHORITY OVER. THE "OTHER COUNTRY" IS ACTUALLY THE CHANNEL ISLANDS, HOWEVER, THERE ARE LIMITATIONS TO THE TAX PREPARATION SOFTWARE WHICH CAN ONLY DISPLAY THIS AS "OTHER COUNTRY". | |
| 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 2 | DIRECTOR PROVIDES INVESTMENT ADVISORY SERVICES TO THE PRESIDENT/CEO AT AN ARMS LENGTH TRANSACTION BASIS. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THERE WERE BYLAWS CHANGES IN 2011. INSTEAD OF APPOINTING ONLY A CHAIR TO PRESIDE OVER BOARD MEETINGS, BOTH A CHAIR AND VICE CHAIRMAN WILL NOW BE APPOINTED. DUTIES FORMERLY HELD BY INVESTMENT COMMITTEE ARE NOW HELD BY THE FINANCE COMMITTEE. THERE IS NO LONGER A SYSTEM COMMITTEE KNOWN AS THE INVESTMENT COMMITTEE OR THE MISSION EXPANSION COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ASBURY COMMUNITIES IS THE SOLE MEMBER OF ASBURY ATLANTIC, 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. ASBURY RECORDED THE OCTOBER 17TH AUDIT COMMITTEE MEETING REVIEW OF THE ASBURY COMMUNITIES, INC. (ACOMM) DRAFT 990 VIA THE 1-800 CONFERENCE LINE. THE ACOMM, FOUNDATION, ASBURY ATLANTIC, ASBURY SOLOMONS, AND INVERNESS VILLAGE BOARD OF DIRECTORS WERE CONTACTED VIA EMAIL THAT THE DRAFT FORM 990S WERE OUT ON BOARDLINK AND PROVIDED THE LINK TO THE RECORDING OF THE AUDIT COMMITTEE MEETING IF BOARD MEMBERS CHOSE TO LISTEN TO THE MEETING AS THEY REVIEWED ANY OF THE FORM 990S. 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. | |
| 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 WITH MAKING DECISIONS REGARDING COMPENSATION. THE FULL BOARD(S) OF ASBURY COMMUNITIES AND ASBURY ATLANTIC EACH HAVE A PRESENTATION ONCE EACH 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; RECORDS PROCEEDINGS IN MINUTES), AND IS ADVISED BY TOWERS WATSON (A COMPENSATION CONSULTING FIRM). THE SYSTEM WIDE COMPENSATION COMMITTEE HOLDS 4 MEETINGS EACH YEAR (JAN, MARCH, JULY, AND NOV). IN THE NOVEMBER MEETING THEY REVIEW TOWERS WATSON DATA AND REPORTS IN ORDER TO MAKE RECOMMENDATIONS REGARDING SALARIES AND BENEFITS. THE EXECUTIVE COMMITTEE OF ASBURY COMMUNITIES ULTIMATELY REVIEWS/APPROVES/ AND OR ADJUSTS RECOMMENDATIONS FROM THE SYSTEM WIDE COMPENSATION COMMITTEE AND SETS COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON OUR WEBSITE. | |
| FORM 990, PART VII, SECTION A | THE COMPENSATION OF ASBURY COMMUNITIES' OFFICERS AND KEY EMPLOYEES AS SHOWN ON THE FORM 990, PART VII, SECTION A, NOT ONLY RELATES TO THEIR RESPONSIBILITIES AT ASBURY COMMUNITIES, INC. BUT ALSO REFLECTS THEIR RESPONSIBILITY TO PROVIDE EXECUTIVE MANAGEMENT FUNCTIONS, AS WELL AS POLICY AND OVERALL GUIDANCE TO ITS SUPPORTED ORGANIZATIONS. THESE ORGANIZATIONS INCLUDE ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AN OKLAHOMA NOT-FOR-PROFIT CORPORATION AND ASBURY COMMUNITIES HCBS, INC. ASBURY COMMUNITIES, INC., THE SUPPORTING PARENT COMPANY ALONE, HAD 64 EMPLOYEES AS OF 12/31/2011. THE FORM 990, PART VII, SECTION A, HAS 22 INDIVIDUALS EARNING $100,000 OR MORE. ASBURY HAS A HIGH PERCENTAGE OF HIGHLY COMPENSATED INDIVIDUALS SINCE THESE SUPPORT POSITIONS ARE NOT STAFFED AT THE AFFILIATE LEVEL. THESE ASBURY COMMUNITIES, INC. EXECUTIVES PROVIDE GUIDANCE AND SUPPORT FOR ALL OF OUR SUPPORTED ORGANIZATIONS WHICH HAVE OVER 1,900 TOTAL EMPLOYEES. THE 2011 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES OF $171.8 MILLION AND TOTAL ASSETS IN EXCESS OF $542 MILLION. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,780,453. TRANSFERS FROM AFFILIATES 4,968,859. TOTAL TO FORM 990, PART XI, LINE 5: 3,188,406. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT MADE ANY CHANGES TO ITS OVERSIGHT OR SELECTION PROCESS FROM THE PRIOR YEAR. | |
| FORM 990, PART IV, LINE 28C | MORGAN STANLEY SMITH BARNEY SERVES AS INVESTMENT ADVISORS TO THE ASBURY COMMUNITIES, INC. 401(K) PLAN. THE "GROUP" AT MORGAN STANLEY WHICH IS SERVING AS THE INVESTMENT ADVISOR IS HEADED BY A FORMER ASBURY COMMUNITIES BOARD MEMBER AND A CURRENT MEMBER OF THE FINANCE COMMITTEE. ALSO IN THE GROUP IS THE VICE CHAIR OF THE ASBURY ATLANTIC BOARD OF DIRECTORS. THE GROUP WAS SELECTED THROUGH A COMPETITIVE BID AND INTERVIEW PROCESS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASBURY ATLANTIC INC | |||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 520607956 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | MD | 501(C)(3) | 9 | ASBURY COMMUNITIES INC | 1 | |
| WESLEY AFFILIATED SERVFOUNDATION INC (DISSOLVED 0111 2011) | |||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 251871878 | RAISING FUNDS FOR CHARITY CARE | PA | 501(C)(3) | 11 | 0 | N/A | |
| INVERNESS VILLAGE | |||||||||||
| 2516 EAST 71ST STREET | TULSA | OK | 74136 | 731539802 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | OK | 501(C)(3) | 9 | ASBURY COMMUNITIES INC | 1 | |
| ASBURY SOLOMONS INC | |||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 521862675 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | MD | 501(C)(3) | 9 | ASBURY COMMUNITIES INC | 1 | |
| ASBURY FOUNDATION INC | |||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 521862674 | RAISING FUNDS FOR CHARITY CARE | MD | 501(C)(3) | 11 | ASBURY COMMUNITIES INC | 0 | |
| AFFILIATED ASSOCIATES INC | |||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 510426078 | EMPLOYEE PAYMASTER COMPANY | MD | 501(C)(3) | 11 | ASBURY COMMUNITIES INC | 1 | |
| ASBURY COMMUNITIES HCBS INC | |||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 450634490 | HOME CARE FOR OLDER ADULTS | MD | 501(C)(3) | 9 | ASBURY COMMUNITIES INC | 1 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| THE ASBURY GROUP INC | |||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 205038820 | TECH & MGT SVCS | DE | ASBURY COMMUNITIES INC | C | 1.00000 |
| TAG MARKETING LLC | |||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 262896006 | MARKETING SRVCS | DE | ASBURY COMMUNITIES INC | C | 1.00000 |
| THE ASBURY GROUP INTEGRATED TECHNOLOGIES LLC | |||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 262896175 | INFO & CNSLT SVCS | DE | ASBURY COMMUNITIES INC | C | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | 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 | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ASBURY ATLANTIC | ||
| R | 4336577 | ACCRUAL BASIS |
| ASBURY SOLOMONS | ||
| R | 632282 | ACCRUAL BASIS |
| ASBURY ATLANTIC | ||
| K | 4790331 | ACCRUAL BASIS |
| ASBURY SOLOMONS | ||
| K | 678325 | ACCRUAL BASIS |
| INVERNESS VILLAGE | ||
| K | 694442 | ACCRUAL BASIS |
| DUE TO ASBURY ATLANTIC | ||
| E | 6041344 | ACCRUAL BASIS |
| DUE TO ASBURY FOUNDATION | ||
| E | 9161507 | ACCRUAL BASIS |
| DUE FROM ASBURY SOLOMONS | ||
| D | 7291096 | ACCRUAL BASIS |
| DUE FROM INVERNESS VILLAGE | ||
| D | 20467723 | ACCRUAL BASIS |
| DUE FROM ASBURY GROUP INC | ||
| D | 293759 | ACCRUAL BASIS |
| DUE FROM ASBURY COMMUNITIES HCBS INC | ||
| D | 274742 | ACCRUAL BASIS |
| THE ASBURY GROUP INC | ||
| L | 4116016 | ACCRUAL BASIS |
| THE ASBURY GROUP INC | ||
| L | 445 | ACCRUAL BASIS |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | FORM 990, PART V, LINE 1R | ReturnReference |
| Explanation | ASBURY COMMUNITIES, INC. SERVES AS THE OBLIGATED GROUP AGENT FOR THE MARYLAND AND NON-MARYLAND (PENNSYLVANIA) OBLIGATED GROUPS AND IN THAT CAPACITY TRANSFERS FUNDS TO AND FROM MEMBERS OF THOSE OBLIGATED GROUPS TO ASBURY COMMUNITIES FOR STRATEGIC PURPOSES WITH CONSIDERATION OF THE OPERATING SUPPORT AGREEMENTS. | Explanation |
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