2022-11-12T10:11:40-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2021-01-01 521862677 ASBURY COMMUNITIES INC ASBU 3012502100 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 ANDREW JEANNERET TREASURER 3012502100 2022-11-11 1 ANDREW JEANNERET XXX-XX-XXXX JOHN NORMAN P01506766 7049985200 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DOUG LEIDIG 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 34063911 0 X WWW.ASBURY.ORG X 1994 MD EXPLORING POSSIBILITIES TO LIVE YOUR BEST LIFE BY DOING ALL THE GOOD WE CAN WITH INTEGRITY, TRANSPARENCY AND GRACE. 11 0 96 0 0 0 0 657935 12018125 13767424 845797 4134946 0 0 12863922 18560305 0 0 0 0 13170381 12897067 0 0 0 5535529 5160301 18705910 18057368 -5841988 502937 47159908 43643378 71956276 69443460 -24796368 -25800082 X OUR MISSION IS EXPLORING POSSIBILITIES TO LIVE YOUR BEST LIFE BY DOING ALL THE GOOD WE CAN WITH INTEGRITY, TRANSPARENCY AND GRACE.CONTINUED ON SCHEDULE OAS THE NOT-FOR-PROFIT PARENT OF THE ASBURY SYSTEM, WE GUIDE OUR COMMUNITIES AND AFFILIATED ORGANIZATIONS IN PROVIDING THE BEST POSSIBLE EXPERIENCE FOR THE OLDER ADULTS WE SERVE, AS WELL AS FAMILIES, EMPLOYEES, VOLUNTEERS AND PARTNERS. 0 0 12472033 0 13767424 ASBURY COMMUNITIES, INC. ("ASBURY") IS A TAX-EXEMPT, NOT-FOR-PROFIT, SUPPORTING ORGANIZATION PURSUANT TO 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE. ASBURY PROVIDES DEFINED BUSINESS, ADMINISTRATIVE, AND OPERATIONAL SUPPORT TO A SYSTEM OF 501(C)(3) TAX-EXEMPT, NOT-FOR-PROFIT SUPPORTED ORGANIZATIONS THAT PROVIDE RESIDENTIAL LIVING AND HEALTH CARE SERVICES TO OLDER ADULTS. BEYOND RESIDENTIAL HOUSING FOR OLDER ADULTS, THE SUPPORTED ORGANIZATIONS ALSO PROVIDE ASSISTED LIVING, SKILLED NURSING, LONG TERM CARE, PACE (LIFE) PROGRAMMING, REHABILITATION, PHARMACY, HOME HEALTH AND HOME CARE SERVICES PURSUANT TO THEIR RESPECTIVE NOT-FOR-PROFIT MISSIONS. 12472033 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 327 0 96 1 0 0 0 0 0 0 0 0 0 0 1 0 X 11 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ANDREW JEANNERET CFO 3012502100 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 X LARRY PARKS CHAIR 2.00 X X 19500 0 0 R SCOTT COOLIDGE VICE CHAIR 2.00 X X 15000 0 0 NELLIE WARD COLE DIRECTOR 2.00 2.00 X 15000 0 0 EFONDA SPROLES DIRECTOR 2.00 2.00 X 7500 0 0 MELISSA FORS DIRECTOR 2.00 2.00 X 7803 0 0 JEFFREY ERNICO DIRECTOR 2.00 2.00 X 15000 0 0 JULIE GILBERT DIRECTOR 2.00 X 15000 0 0 LOUIS GRAMMES DIRECTOR 2.00 2.00 X 10000 0 0 RICHARD SHUMAN DIRECTOR 2.00 X 8000 0 0 C ERIC WINZER DIRECTOR 2.00 X 15000 0 0 DOUG LEIDIG PRESIDENT/EX-OFFICIO 40.00 X X 1000871 0 33370 ANDREW JOSEPH GENERAL COUNSEL/SECRETARY 35.00 5.00 X 383020 0 27617 ANDREW JEANNERET CFO/TREASURER 35.00 5.00 X 464910 0 31692 MANNY OCASIO COLON ASST. SECRETARY- LEFT MARCH 2021 37.00 3.00 X 141077 0 8119 TODD ANDREWS ASST. SECRETARY 40.00 X 358565 0 25093 SHAUN SMITH ASST. SECRETARY 37.00 3.00 X 345427 0 34120 SUE DACAMARA COO/ASST. SECRETARY- LEFT APRIL 2021 38.00 2.00 X 721098 0 9877 SANDRA H LAWSON CHIEF GROWTH OFFICER I 40.00 X 396844 0 25135 HENRY R MOEHRING VICE PRESIDENT III 40.00 X 323983 0 27934 MICHAEL REYNOLDS DIRECTOR 40.00 X 291604 0 26925 KIMBERLY EHRENFRIED VICE PRESIDENT III 40.00 X 250791 0 28940 CLAUDE MARGOT VICE PRESIDENT III 40.00 X 246787 0 21345 RHONDA TERANTO VICE PRESIDENT I 40.00 X 245604 0 23836 5298384 0 324003 35 0 1 0 CLIFTONLARSONALLEN LLP PO BOX 829702 PHILADELPHIA PA 191829702 ACCOUNTING/AUDIT FIRM 331612 RKL LLP PO BOX 8408 LANCASTER PA 17604 ACCOUNTING/AUDIT FIRM 189684 2 657935 657935 MANAGEMENT FEES 541610 13767424 13767424 13767424 643192 643192 18995360 15503606 3491754 3491754 3491754 18560305 13767424 0 4134946 3403663 2382564 1021099 7568886 6773209 795677 615743 412755 202988 692631 426732 265899 616144 524454 91690 1473988 1473988 257952 257952 177065 177065 80607 63204 17403 151232 141332 9900 566108 162431 403677 342060 341882 178 215119 187866 27253 39443 39443 633305 633305 45521 45521 BOARD RELATED EXPENSES 423853 423853 CONSULTING FEES 243483 119266 124217 RECRUITING/TRAINING 212453 207864 4589 DUES AND SUBSCRIPTIONS 189951 136949 53002 108161 71544 36617 18057368 12472033 5585335 0 5238240 14895027 2342787 382213 4992163 3458331 1973179 1533832 32042576 21584378 5563126 5247928 47159908 43643378 21814811 23528381 657935 0 49483530 45915079 71956276 69443460 X -24796368 -25800082 -24796368 -25800082 47159908 43643378 X 502937 -1140980 -365671 X X 0 1 X 1 0 X X X 6 ASBURY ATLANTIC INC 520607956 10 1 0 0 ASBURY COMMUNITIES HCBS INC 450634490 10 1 0 0 ASBURY FOUNDATION INC 521862674 7 1 0 0 ASBURY INC 620630670 10 1 0 0 ALBRIGHT CARE SERVICES 231887138 10 1 0 0 BETHANY DEVELOPMENT CORPORATION 232078064 10 0 0 0 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PART I, LINE 12G, COLUMN VI ASBURY COMMUNITIES, INC. PROVIDES SPECIFIC BUSINESS AND OPERATIONAL SERVICES AS WELL AS POLICY AND GUIDANCE TO ITS SUPPORTED ORGANIZATIONS, ASBURY ATLANTIC, INC., ASBURY COMMUNITIES HCBS, INC., ASBURY FOUNDATION, INC., ASBURY, INC., ALBRIGHT CARE SERVICES, AND BETHANY DEVELOPMENT CORPORATION. ASBURY COMMUNITIES, INC. PROVIDES CLINICAL, OPERATIONAL, FINANCE, MARKETING, COMMUNICATIONS, LEGAL, HUMAN RESOURCES, COMPLIANCE, RISK MANAGEMENT, PROJECT DEVELOPMENT, AND STRATEGIC PLANNING SERVICES. ASBURY COMMUNITIES, INC. HAS A SERVICES AGREEMENT WITH ITS SUPPORTED ORGANIZATIONS THAT OUTLINES THE SERVICES PROVIDED. FOR THE PURPOSE OF SCHEDULE A PART I LINE 12G(VI), THE AMOUNT OF OTHER 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 $18,365,427, A PORTION OF WHICH ASBURY COMMUNITIES IS REIMBURSED FOR. ALSO INCLUDED IN TOTAL EXPENSES IS $194,878 OF SUPPORT PROVIDED TO THE ASBURY GROUP, INC. FOR WHICH ASBURY COMMUNITIES IS REIMBURSED. THE TOTAL OF THESE AMOUNTS EQUALS $18,560,305 - TOTAL EXPENSE REPORTED IN PART IX IN THE FORM 990. SCHEDULE A, PART IV, SECTION E, LINE 3A THE ORGANIZATION'S BOARD OF DIRECTORS HAS RESERVED POWERS TO REMOVE AND ELECT DIRECTORS OF THE SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION E, LINE 3B ASBURY COMMUNITIES, INC. PROVIDES CLINICAL, OPERATIONAL, FINANCE, MARKETING, COMMUNICATIONS, LEGAL, HUMAN RESOURCES, COMPLIANCE, RISK MANAGEMENT, PROJECT DEVELOPMENT, AND STRATEGIC PLANNING SERVICES. IN THAT REGARD, THE ORGANIZATION SETS OR PROVIDES SIGNIFICANT INPUT IN THE POLICIES AND PROCEDURES THAT GOVERN THESE FUNCTIONAL AREAS AT THE SUPPORTED ORGANIZATION. ADDITIONALLY, FOR PURPOSES OF EFFICIENCY, CERTAIN ACTIVITIES ARE CENTRALIZED AT THE ORGANIZATION'S HOME OFFICE AND THEREBY GUIDED BY THE POLICIES AND PROCEDURES AS SET BY THE ORGANIZATION. SCHEDULE A, PART IV, SECTION D, LINE 3 THE AUDIT, FINANCE AND INVESTMENT COMMITTEE MAKES RECOMMENDATIONS ON INVESTMENTS AND FINANCIAL MATTERS AND REVIEWS ALL OF THE ASBURY ENTITIES' BUDGETS PRIOR TO BEING PRESENTED TO THE BOARD OF THE SUPPORTING AND/OR SUPPORTED ORGANIZATIONS FOR ACTION. TO DATE THE RECOMMENDATIONS OF THE AUDIT, FINANCE AND INVESTMENT COMMITTEE HAVE BEEN FOLLOWED IN ALL INSTANCES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 395439 119078 276361 4596724 3339253 1257471 1533832 DEPOSITS 868907 INVESTMENT IN ZIEGLER 57980 RIGHT OF USE ASSETS 3029425 INVESTMENT IN THE ASBURY GROUP, INC. 1291616 5247928 NET DUE TO SUPPORTED ORGANIZATIONS 42337026 LEASES PAYABLE 3578053 45915079 X PART X, LINE 2: ACOMM AND AFFILIATES, EXCEPT THE ASBURY GROUP, INC. (TAG) AND IVA, INC., 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 AS THERE ARE NO UNRELATED TRADES OR BUSINESSES. TAG AND IVA ARE ORGANIZED AS FOR-PROFIT ENTITIES AND ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. INCOME TAXES FOR TAG AND IVA ARE RECORDED AS DEFERRED TAX ASSETS AND INCLUDED IN OTHER RECEIVABLES AND PREPAID EXPENSES 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 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'S REASSESSMENT OF ITS TAX POSITIONS DID NOT 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. X X X X X X 1 1 0 0 0 1 0 0 0 DOUG LEIDIG PRESIDENT/EX-OFFICIO 567807 0 357735 0 75329 0 12565 0 20805 0 1034241 0 56734 0 SUE DACAMARA COO/ASST. SECRETARY- LEFT APRIL 2021 118496 0 117731 0 484871 0 6024 0 3853 0 730975 0 186161 0 ANDREW JEANNERET CFO/TREASURER 359390 0 103874 0 1646 0 14250 0 17442 0 496602 0 0 0 SANDRA H LAWSON CHIEF GROWTH OFFICER I 345291 0 50000 0 1553 0 14250 0 10885 0 421979 0 0 0 ANDREW JOSEPH GENERAL COUNSEL/SECRETARY 283995 0 98346 0 679 0 12417 0 15200 0 410637 0 0 0 TODD ANDREWS ASST. SECRETARY 285325 0 72564 0 676 0 12551 0 12542 0 383658 0 0 0 SHAUN SMITH ASST. SECRETARY 287054 0 56000 0 2373 0 14250 0 19870 0 379547 0 0 0 HENRY R MOEHRING VICE PRESIDENT III 266303 0 55890 0 1790 0 14250 0 13684 0 351917 0 0 0 MICHAEL REYNOLDS DIRECTOR 250782 0 37893 0 2929 0 13721 0 13204 0 318529 0 0 0 KIMBERLY EHRENFRIED VICE PRESIDENT III 208204 0 42126 0 461 0 11001 0 17939 0 279731 0 0 0 RHONDA TERANTO VICE PRESIDENT I 205565 0 38732 0 1307 0 10741 0 13095 0 269440 0 0 0 CLAUDE MARGOT VICE PRESIDENT III 204631 0 39657 0 2499 0 8261 0 13084 0 268132 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATION'S CEO AND ALL PERSONS DEEMED POTENTIALLY DISQUALIFIED IS REVIEWED AND RECOMMENDED TO THE BOARD OF ASBURY COMMUNITIES, INC. BY THE COMPENSATION COMMITTEE OF THE BOARD. PART I, LINES 4A-B THE PRESIDENT, COO, CFO, GENERAL COUNSEL, AND CHIEF GROWTH OFFICER PARTICIPATE IN A 457(F) PLAN. THE PRESIDENT AND COO RECEIVED DISTRIBUTIONS OF $56,734 AND $186,161, RESPECTIVELY, IN 2021. THERE WERE NO OTHER PLAN DISTRIBUTIONS. SUE DACAMARA, COO/ASST. SECRETARY, LEFT THE ORGANIZATION IN APRIL 2021. SHE ROUTINELY WORKED 40 HOURS PER WEEK PRIOR TO HER DEPARTURE, AND SHE RECEIVED $297,200 SEVERANCE DURING 2021 UPON SEPARATING FROM THE ORGANIZATION. PART I, LINE 6 EXECUTIVE INCENTIVE COMPENSATION IS BASED IN PART UPON THE OPERATING RATIO FROM THE CONSOLIDATED ASBURY COMMUNITIES, INC. FINANCIAL STATEMENTS. THE OPERATING RATIO MEASURES WHETHER CURRENT YEAR CASH OPERATING REVENUES ARE SUFFICIENT TO COVER CURRENT YEAR CASH OPERATING EXPENSES. FORM 990, PART III, LINE 4 THE ASBURY COMMUNITIES SYSTEM OF SENIOR LIVING AND HEALTH SERVICE PROVIDERS ORIGINATED WITH ASBURY METHODIST VILLAGE (GAITHERSBURG, MD), WHICH WAS ORIGINALLY ESTABLISHED IN 1926 AS THE METHODIST HOME FOR ORPHANS AND THE AGED. ALTHOUGH NO LONGER FORMALLY AFFILIATED WITH THE UNITED METHODIST CHURCH, ASBURY COMMUNITIES REMAINS COMMITTED TO THE ETHICAL PRINCIPLES AND SPIRIT OF ITS FAITH-BASED HERITAGE. THESE VALUES ARE REFLECTED IN OUR MISSION AND GUIDING PRINCIPLE OF DOING ALL THE GOOD WE CAN WITH INTEGRITY, TRANSPARENCY, AND GRACE. THE COMMUNITIES WITHIN THE ASBURY COMMUNITIES SYSTEM, ARE COMMITTED TO FULFILLING ASBURY'S MISSION FOR THOSE WE SERVE AND TO BE A VALUED PARTNER IN THE REGIONS WHERE THEY OPERATE. EACH YEAR, OUR LEADERS AND ASSOCIATES WORK WITH SERVICE ORGANIZATIONS, HEALTH PROVIDERS AND FOUNDATIONS THAT ADDRESS THE NEEDS OF THE GREATER COMMUNITY. WE ACCOMPLISH THIS IN THREE PRIMARY WAYS: -PROVIDING A BENEVOLENT CARE PROGRAM FOR ELIGIBLE RESIDENTS WHO OUTLIVE THEIR RESOURCES THROUGH NO FAULT OF THEIR OWN (SEE BELOW, 2021 BENEVOLENT CARE); -PROVIDING UNREIMBURSED MEDICAL SERVICES ABOVE MEDICAID CONTRACTED PAYMENT RATES FOR RESIDENTS RECEIVING SERVICES AT ASBURY'S SKILLED NURSING CENTERS (SEE BELOW, 2021 UNREIMBURSED SERVICES); AND, -SUPPORTING AND PARTNERING WITH NUMEROUS CHARITABLE AND COMMUNITY ORGANIZATIONS AND PROVIDING INTERNSHIP AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR A WIDE RANGE EDUCATIONAL INSTITUTIONS AND AGING SERVICES AND HEALTH PROVIDERS, (SEE SECTION, COMMUNITY BENEFIT). ASBURY FOUNDATION THE ASBURY FOUNDATION, A NOT-FOR-PROFIT ORGANIZATION, SECURES PHILANTHROPIC GIFTS TO SUPPORT AND ENHANCE QUALITY OF LIFE FOR OLDER ADULTS SERVED BY THE ASBURY SYSTEM, THROUGH BENEVOLENT CARE, NEW PROGRAMS AND SERVICES THAT PROMOTE RESIDENTS' WELL-BEING, AND SCHOLARSHIPS FOR ASBURY ASSOCIATES. TO DATE, ASBURY FOUNDATION HAS SECURED MORE THAN $500,000 IN SCHOLARSHIPS FUNDS, WITH MANY OF THOSE DOLLARS GOING TOWARD CAREER ADVANCEMENT IN THE NURSING AND HEALTHCARE FIELDS. THESE SCHOLARSHIPS HELP ADDRESS A NATIONAL SHORTAGE IN QUALIFIED APPLICANTS FOR CAREERS IN HEALTH CARE. THE SCHOLARSHIPS EASE THE FINANCIAL BURDEN WORKING INDIVIDUALS FACE IN SPECIALIZED DEGREES OFTEN WHILE SUPPORTING FAMILIES. SCHOLARSHIPS ARE ALSO AWARDED TO ASSOCIATES PURSUING CAREERS OUTSIDE OF HEALTH CARE. SECTION I: BENEVOLENT CARE - 2021 BENEVOLENT CARE IS THE PAYMENT BY THE ORGANIZATION OF RESIDENTS' FEES, INCLUDING MONTHLY, AND ANCILLARY FEES, AND CERTAIN THIRD-PARTY EXPENSES, FOR RESIDENTS WHO HAVE EXHAUSTED THEIR ASSETS AND MEET ELIGIBILITY REQUIREMENTS FOR THE PROGRAM. BENEVOLENT CARE IS AT THE HEART OF ASBURY'S GUIDING PRINCIPLE TO DO ALL THE GOOD WE CAN WITH INTEGRITY, TRANSPARENCY, AND GRACE. IN 2021, MORE THAN $2.9 MILLION IN ANNUAL FUNDS AND UNRESTRICTED GIFTS WERE CONTRIBUTED TO HELP MEET IMMEDIATE BENEVOLENT CARE NEEDS FOR 64 RESIDENTS OF ASBURY COMMUNITIES: ASBURY METHODIST VILLAGE $1,581,958 ASBURY PLACE $50,101 ASBURY SOLOMONS $374,120 BETHANY VILLAGE $616,471 NORMANDIE RIDGE $38,890 RIVERWOODS $188,949 SPRINGHILL $85,146 TOTAL $2,935,635 SECTION II: UNREIMBURSED MEDICAL SERVICES UNREIMBURSED MEDICAL SERVICES ARE THE TOTAL COST AND EXPENSES INCURRED IN THE PROVISION OF CARE TO RESIDENTS OF ASBURY'S SKILLED NURSING CENTERS THAT EXCEED THE REIMBURSEMENT PROVIDED BY CERTAIN PAYOR SOURCES, INCLUDING MEDICAID (MEDICAL ASSISTANCE). ASBURY METHODIST VILLAGE $4,316,076 ASBURY PLACE $3,796,722 ASBURY SOLOMONS $184,223 BETHANY VILLAGE $769,459 NORMANDIE RIDGE $1,450,780 RIVERWOODS $4,192,922 SPRINGHILL $942,913 TOTAL $15,653,095 SECTION III: COMMUNITY BENEFIT AS A NOT-FOR-PROFIT ORGANIZATION, ASBURY COMMUNITIES, INC., IS COMMITTED TO PROVIDING BENEFIT TO THE REGIONS WHERE WE OPERATE BY PARTNERING WITH ORGANIZATIONS AND INSTITUTIONS THAT PROVIDE NEEDED SERVICES TO OTHERS OR ADDRESS UNMET NEEDS. EXAMPLES OF OUR COMMUNITIES' LOCAL PRESENCE ARE WIDE RANGING. SOME CATEGORIES INCLUDE: -TRAINING THE NEXT GENERATION OF CAREGIVERS AND AGING SERVICES PROFESSIONALS AND LEADERS THROUGH INTERNSHIPS AND PROFESSIONAL DEVELOPMENT PROGRAMS -FOSTERING ENVIRONMENTAL SUSTAINABILITY THROUGH ENERGY-USE REDUCTION PROGRAMS AND PROJECTS THAT HELP PROTECT THE CHESAPEAKE BAY AND LOCAL WATERSHEDS -SUPPORTING AT-RISK YOUTH AND FAMILIES THROUGH A MENTORING AND ADVOCACY PROGRAM WITH LOCAL GOVERNMENT AND SCHOOLS -SEEKING OPPORTUNITIES TO TAKE OUR SERVICES TO AT-RISK SENIORS WHO DO NOT LIVE AT OUR COMMUNITIES THROUGH GRANTS AND PARTNERSHIPS WITH PEER ORGANIZATIONS -PROVIDING MEALS ON WHEELS MEALS AND PROGRAM MANAGEMENT, AS WELL AS VOLUNTEERING FOR MEAL DELIVERY -DONATING SPACE AT OUR COMMUNITIES FOR LOCAL CIVIC ORGANIZATIONS -DONATING DURABLE MEDICAL EQUIPMENT OR OTHER SUPPLIES AND FOOD AND OTHER ITEMS THAT SUPPORT UNDERSERVED PEOPLE -FUNDRAISING FOR AGING-RELATED ORGANIZATIONS SUCH AS ALZHEIMER'S ASSOCIATION AS WELL AS LOCAL CHARITABLE ORGANIZATIONS SUCH AS HOMELESS SHELTERS AND FOOD KITCHENS -PROVIDING EDUCATIONAL PRESENTATIONS ON TOPICS BENEFICIAL TO SENIORS AND FAMILY MEMBERS -PROVIDING PEER-TO-PEER PRESENTATIONS ON INNOVATIONS IN SENIOR WELLNESS AND TECHNOLOGY FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE WILL CONSIST OF THE CHAIR, VICE CHAIR, AND PRESIDENT/CEO. THE CHAIR OF THE BOARD OF DIRECTORS SHALL SERVE AS CHAIR OF THE EXECUTIVE COMMITTEE AND MAY APPOINT TWO (2) ADDITIONAL DIRECTORS TO SERVE ON THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAY ACT IN PLACE OF THE BOARD WHEN THERE IS BUSINESS OF THE CORPORATION TO BE TRANSACTED BETWEEN REGULAR MEETINGS AND CONVENING A SPECIAL MEETING WAS DEEMED BY THE CHAIR TO NOT BE NECESSARY OR POSSIBLE. THE FULL BOARD WILL BE NOTIFIED WITHIN FIFTEEN (15) DAYS OF ANY ACTIONS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL HAVE NO POWER TO (1) ELECT OR REMOVE ANY MEMBER OR OFFICER OF THE BOARD OF DIRECTORS, (2) AMEND THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION, OR (3) TAKE SUCH OTHER ACTION AS RESTRICTED BY APPLICABLE LAW. FORM 990, PART VI, SECTION A, LINE 4 ON FEBRUARY 4, 2021, THE CORPORATION'S BOARD OF DIRECTORS APPROVED AMMENDMENTS TO THE BYLAWS. ARTICLE IX COMMITTEES, SECTION 4 AUDIT AND FINANCE/INVESTMENT COMMITTEE WAS AMENDED TO CLARIFY CERTAIN POWERS OF THE COMMITTEE AS FOLLOWS: (4) OVERSEE AN ANNUAL AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS BY (A) SELECTING THE CERTIFIED PUBLIC ACCOUNTING FIRM, (B) MONITORING PROGRESS OF THE AUDIT, AND (C) REVIEWING THE FINAL AUDIT RESULTS/REPORT; (5) EVALUATE AND MONITOR INTERNAL ACCOUNTING CONTROL PROCEDURES INCLUDING THE ORGANIZATION'S RESPONSE TO ANY EXTERNAL OR INTERNAL REPORTS RELATING TO INTERNAL FINANCIAL CONTROLS; AND, (6) EVALUATE AND MONITOR FINANCIAL AND ENTERPRISE RISKS THAT MAY MATERIALLY IMPACT THE FINANCIAL STRENGTH AND STABILITY OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B ASBURY COMMUNITIES, INC. IS THE SOLE MEMBER OF ASBURY FOUNDATION, INC., ASBURY ATLANTIC, INC., ASBURY, INC., BETHANY DEVELOPMENT CORPORATION, ALBRIGHT CARE SERVICES, AND ASBURY COMMUNITIES HCBS, INC. ASBURY COMMUNITIES, INC. HAS A SYSTEM-WIDE AUDIT, FINANCE, AND INVESTMENT COMMITTEE (AFIC). THE ASBURY COMMUNITIES, INC. BOARD OF DIRECTORS HAS DELEGATED A REVIEW OF THE FORM 990 TO THE SYSTEM AFIC WHICH PERFORMED ITS REVIEW ON 11/02/22. THE ASBURY COMMUNITIES, ASBURY FOUNDATION, ASBURY ATLANTIC, ASBURY COMMUNITIES HCBS, ASBURY, INC., ALBRIGHT CARE SERVICES, AND BETHANY DEVELOPMENT CORPORATION BOARD OF DIRECTORS WERE FORWARDED A COPY OF THEIR RESPECTIVE DRAFT FORM 990 FOR THEIR REVIEW AND PROVIDED A LINK TO A RECORDING OF THE AFIC MEETING IF MEMBERS CHOSE TO LISTEN TO THE MEETINGS AS THEY REVIEWED ANY OF THE FORM 990S. ALL DIRECTORS MAY POSE QUESTIONS OR ASK FOR CLARIFICATION FROM STAFF AND THE AFIC. FORM 990, PART VI, SECTION B, LINE 12C THE ASBURY COMMUNITIES CONFLICT OF INTEREST POLICY WAS APPROVED BY THE BOARD OF DIRECTORS. THE COMPLIANCE OFFICER IS RESPONSIBLE FOR THE POLICY AND OVERSEES THE IMPLEMENTATION OF THE PROCESS. ALL THE ENTITIES WITHIN THE ASBURY COMMUNITIES SYSTEM 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 OF INTEREST DISCLOSURE FORM AND IS ADVISED OF THEIR FIDUCIARY OBLIGATIONS. THE COMPLIANCE OFFICER, WHO HAD A DIRECT REPORTING LINE TO THE CHAIR OF THE GOVERNANCE AND NOMINATIONS COMMITTEE AND REPORTS QUARTERLY TO THE GOVERNANCE AND NOMINATIONS COMMITTEE, ANALYZES ALL DISCLOSURE FORMS FOR POTENTIAL CONFLICTS, AND PREPARES A REPORT FOR THE GOVERNANCE AND NOMINATIONS COMMITTEE. A REPORT WAS MADE TO THE BOARD THAT THERE WERE NO CONFLICTS DURING 2021. WHEN AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARISES INVOLVING A BOARD OR COMMITTEE MEMBER, THE GOVERNANCE AND NOMINATIONS COMMITTEE IS INFORMED AND WILL FOLLOW SPECIFIC PROTOCOL OUTLINED IN THE CONFLICT OF INTEREST POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE RELIES ON STAFF FEEDBACK AND THE DATA AND RECOMMENDATIONS PROVIDED BY AN EXTERNAL COMPENSATION CONSULTANT TO ASCERTAIN THE REASONABLENESS OF COMPENSATION AND BENEFITS OF ALL OF THE DIRECT REPORTS OF THE CEO AND OTHER POTENTIALLY DISQUALIFIED PERSONS. IN ADDITION, THE COMPENSATION COMMITTEE REVIEWS THE ORGANIZATION'S PROGRESS TOWARDS KEY PERFORMANCE INDICATORS SELECTED FOR INCENTIVIZING PERFORMANCE OF DISQUALIFIED PERSONS THROUGH A PERFORMANCE BASED-COMPENSATION PROGRAM. QUARTERLY, THE COMPENSATION COMMITTEE REVIEWS UPDATES TO THE OVERALL BENEFITS AND COMPENSATION PLAN FOR THE ORGANIZATION AS WELL AS PROGRESS ON THE ORGANIZATION'S EMPLOYER OF CHOICE STRATEGIC GOALS. ALSO ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE SPECIFICALLY REVIEWS THE COMPENSATION AND BENEFITS OF THE CEO USING THE DATA GATHERED BY THE COMPENSATION CONSULTANT AT THE DIRECTION OF THE COMMITTEE AND PROVIDES INPUT TO THE FULL BOARD OF DIRECTORS IN ORDER TO SUPPORT THEIR DECISION MAKING PROCESS REGARDING THE CEO'S COMPENSATION. THE COMPENSATION COMMITTEE CHARTER, THE EXECUTIVE COMPENSATION PHILOSOPHY, AND THE EXECUTIVE INCENTIVE PLAN WERE REVIEWED MOST RECENTLY IN 2021. 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 (WWW.ASBURY.ORG). 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 AND RELATED ORGANIZATIONS. ASBURY COMMUNITIES, INC., THE SUPPORTING ORGANIZATION ALONE HAD 94 EMPLOYEES AS OF 12/31/2021. THE FORM 990, PART VII, SECTION A, HAS 35 INDIVIDUALS EARNING $100,000 OR MORE. THESE POSITIONS ARE RESPONSIBLE FOR PROVIDING EXPERTISE AND GUIDANCE TO MULTIPLE SUPPORTED ORGANIZATIONS IN THE ASBURY SYSTEM WHICH SERVES MORE THAN 5,000 RESIDENTS AND CLIENTS AND EMPLOYS MORE THAN 2,500 EMPLOYEES. THE 2021 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES OF $297 MILLION AND TOTAL ASSETS IN EXCESS OF $680 MILLION. FORM 990, PART XI, LINE 9: TRANSFERS TO AND FROM SUPPORTED ORGANIZATIONS -362,750. LOSS ON DISCONTINUED OPERATIONS -2,921. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN OVERSIGHT PROCESS FROM THE PRIOR YEAR. 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