ASBURY ATLANTIC INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY ATLANTIC INC (EIN 52-0607956)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202143089349303349
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T16:21:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 GREENSPRING DRIVE SUITE 300 | AddressLine1Txt |
| City | TIMONIUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210934161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520607956 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY ATLANTIC INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASBU | BusinessNameControlTxt |
| Phone | 3012502100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5285 WESTVIEW DRIVE NO 200 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW JEANNERET | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3012502100 | PhoneNum |
| Signature | 2021-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | JEANNERET | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN NORMAN | PreparerPersonNm |
| PTIN | P01506766 | PTIN |
| Phone | 4104530900 | PhoneNum |
| Preparation | 2021-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUG LEIDIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5285 WESTVIEW DRIVE NO 200 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $238,765,146 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASBURYMETHODISTVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | DOING ALL THE GOOD WE CAN BY CREATING EXCEPTIONAL LIFESTYLE OPPORTUNITIES TO THOSE WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 1817 | TotalEmployeeCnt |
| Total Volunteers | 138 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,369,965 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,001,834 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $164,912,958 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $164,996,830 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,849,178 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,058,460 | CYInvestmentIncomeAmt |
| PY Other Revenue | $263,108 | PYOtherRevenueAmt |
| CY Other Revenue | $213,592 | CYOtherRevenueAmt |
| PY Total Revenue | $174,395,209 | PYTotalRevenueAmt |
| CY Total Revenue | $182,270,716 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,493,080 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,730,834 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,776,438 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $62,205,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $580,177 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $94,974,267 | PYOtherExpensesAmt |
| CY Other Expenses | $100,627,565 | CYOtherExpensesAmt |
| PY Total Expenses | $159,243,785 | PYTotalExpensesAmt |
| CY Total Expenses | $166,563,399 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,151,424 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,707,317 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $494,519,761 | TotalAssetsBOYAmt |
| Total Assets EOY | $494,202,745 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $600,269,213 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $577,997,404 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$105,749,452 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$83,794,659 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO DO ALL THE GOOD WE CAN BY PROVIDING EXCEPTIONAL LIFESTYLE OPPORTUNITIES TO THOSE WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $53,218,100 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $54,967,524 | RevenueAmt |
| Desc | SKILLED NURSING FACILITIES: OPERATION OF 4 SKILLED NURSING FACILITIES (SNF'S) FOR THE AGED WITH 454 TOTAL BEDS PROVIDING 136,099 DAYS OF SERVICE IN 2020.$17,440,226 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2020. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $57,005,354 | ExpenseAmt |
| Grant | $293,315 | GrantAmt |
| Revenue | $81,603,316 | RevenueAmt |
| Desc | RESIDENTIAL LIVING FACILITIES: OPERATION OF 1,677 RESIDENTIAL LIVING UNITS FOR THE AGED, PROVIDING 557,177 DAYS OF SERVICE IN 2020. $293,315 OF BENEVOLENT CARE AND $94,258 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTIAL LIVING RESIDENTS DURING 2020. ALSO SUPPLIED WELLNESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,132,466 | ExpenseAmt |
| Grant | $3,437,519 | GrantAmt |
| Revenue | $28,425,990 | RevenueAmt |
| Desc | ASSISTED LIVING FACILITIES: OPERATION OF 4 ASSISTED LIVING FACILITIES FOR THE AGED WITH 292 TOTAL SUITES PROVIDING 97,613 RESIDENT DAYS IN 2020. $3,437,519 OF BENEVOLENT CARE AND $123,218 CONTRACTUAL ALLOWANCES WERE PROVIDED TO THE ASSISTED LIVING RESIDENTS IN 2020. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $130,355,920 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1817 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW JEANNERET CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012502100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5285 WESTVIEW DRIVE | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY ERNICO | |||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $11,250 | $0 | ||
| CAROLYN STAMATAKIS | |||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $11,250 | $0 | ||
| LOUIS GRAMMES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $7,500 | $0 | |||
| RICHARD FINDLEY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE DACAMARA | |||||||||
| ASST. SECRETARY/EX-OFFICIO | 1.00 | 59.00 | Yes (X) | Yes (X) | $0 | $488,597 | $25,532 | ||
| MANNY OCASIO COLON | |||||||||
| ASST. SECRETARY | 1.00 | 59.00 | Yes (X) | $0 | $322,503 | $23,656 | |||
| DOUG LEIDIG | |||||||||
| PRESIDENT | 1.00 | 59.00 | Yes (X) | $0 | $675,264 | $22,952 | |||
| ANDREW JOSEPH | |||||||||
| ASST. SECRETARY | 1.00 | 59.00 | Yes (X) | $0 | $329,051 | $26,344 | |||
| ANDREW JEANNERET | |||||||||
| TREASURER | 1.00 | 59.00 | Yes (X) | $0 | $458,171 | $26,341 | |||
| POTTER MICHELE | |||||||||
| EXEC. DIR. (AMV) | 50.00 | 0.00 | $225,307 | $0 | $8,847 | Yes (X) | |||
| FRIEDMAN KELLY S | |||||||||
| EXEC. DIR. (SOLOMONS) | 50.00 | 0.00 | $203,965 | $0 | $18,065 | Yes (X) | |||
| GRUNDUSKY BRIAN D | |||||||||
| EXEC. DIR. (BV) | 50.00 | 0.00 | $215,607 | $0 | $20,813 | Yes (X) | |||
| GIBSON JANE E | |||||||||
| EXEC. DIR. (SPRINGHILL) | 50.00 | 0.00 | $192,065 | $0 | $7,545 | Yes (X) | |||
| KARISH RACHEL S | |||||||||
| ADMINISTRATOR, AMV | 40.00 | 0.00 | $167,345 | $0 | $18,600 | Yes (X) | |||
| WOOD GENEVIEVE M | |||||||||
| DIRECTOR, MARKETING & SAL | 40.00 | 0.00 | $147,830 | $0 | $1,022 | Yes (X) | |||
| LEITER TIMOTHY R | |||||||||
| DIRECTOR, HR | 40.00 | 0.00 | $138,291 | $0 | $7,317 | Yes (X) | |||
| MAYERNICK SUSAN P | |||||||||
| VP DEVELOPMENT - BV | 40.00 | 0.00 | $133,050 | $0 | $18,980 | Yes (X) | |||
| LIVELY HENRI B | |||||||||
| B-ADMINISTRATOR HEALTH, BV | 40.00 | 0.00 | $131,008 | $0 | $18,335 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,554,468 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,303,586 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $244,349 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 44 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC AND AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 152626170 | DINING, MAINT, HSKPNG, LAUNDRY | $18,650,081 |
| FLAGSHIP REHABILITATION SERVICES | |||||
| 157 BALTIMORE ST STE 200 | CUMBERLAND | MD | 21502 | OT, PT, ST THERAPIES | $4,467,511 |
| WAGMAN CONSTRUCTION INC | |||||
| 3290 SUSQUEHANNA TRAIL NORTH | YORK | PA | 17406 | CONSTRUCTION COMPANY | $3,648,985 |
| TRADEMARK DESIGN AND BUILD | |||||
| 18404 BRIGHT PLUME TERRACE | BOYDS | MD | 20841 | CONSTRUCTION COMPANY | $1,886,124 |
| CORE BTS INC | |||||
| PO BOX 774419 4419 SOLUTIONS CENTE | CHICAGO | IL | 606774004 | IT MANAGED SERVICE PROVIDER | $1,661,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 65 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $7,424,227 | RelatedOrganizationsAmt |
| Government Grants | $5,577,607 | GovernmentGrantsAmt |
| Total Contributions | $13,001,834 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET RESIDENT REVENUE | 623000 | $109,873,118 | $109,873,118 |
| MEDICARE/MEDICAID PAYM | 623000 | $27,467,166 | $27,467,166 |
| AMORTIZATION OF ENTRAN | 623000 | $26,012,930 | $26,012,930 |
| OTHER OPERATING REVENU | 623000 | $1,643,616 | $1,643,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $164,996,830 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,207,079 | TotalRevenueColumnAmt |
| Exclusion | $3,207,079 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $300,834 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $87,242 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $213,592 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $213,592 | TotalRevenueColumnAmt |
| Exclusion | $213,592 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,258,569 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,391,269 | SecuritiesAmt |
| Other | $15,919 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $867,300 | SecuritiesAmt |
| Other | -$15,919 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $851,381 | TotalRevenueColumnAmt |
| Exclusion | $851,381 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,270,716 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $164,996,830 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,272,052 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,730,834 | TotalAmt |
| Program Services | $3,730,834 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,214 | TotalAmt |
| Management And General | $892,214 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,096,514 | TotalAmt |
| Program Services | $44,273,273 | ProgramServicesAmt |
| Management And General | $7,302,276 | ManagementAndGeneralAmt |
| Fundraising | $520,965 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,928,650 | TotalAmt |
| Program Services | $1,587,713 | ProgramServicesAmt |
| Management And General | $321,650 | ManagementAndGeneralAmt |
| Fundraising | $19,287 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,295,137 | TotalAmt |
| Program Services | $2,020,727 | ProgramServicesAmt |
| Management And General | $1,274,410 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,992,485 | TotalAmt |
| Program Services | $3,370,225 | ProgramServicesAmt |
| Management And General | $582,335 | ManagementAndGeneralAmt |
| Fundraising | $39,925 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,471,130 | TotalAmt |
| Management And General | $13,471,130 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,202 | TotalAmt |
| Management And General | $146,202 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,205 | TotalAmt |
| Management And General | $122,205 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,809,307 | TotalAmt |
| Program Services | $10,625,697 | ProgramServicesAmt |
| Management And General | $183,610 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,341,682 | TotalAmt |
| Program Services | $1,309,673 | ProgramServicesAmt |
| Management And General | $32,009 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,006,041 | TotalAmt |
| Program Services | $3,444,554 | ProgramServicesAmt |
| Management And General | $1,561,487 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,990,477 | TotalAmt |
| Program Services | $27,422 | ProgramServicesAmt |
| Management And General | $2,963,055 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,273,486 | TotalAmt |
| Program Services | $6,273,486 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,669 | TotalAmt |
| Program Services | $12,495 | ProgramServicesAmt |
| Management And General | $17,174 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,770,555 | TotalAmt |
| Program Services | $9,657,097 | ProgramServicesAmt |
| Management And General | $113,458 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,284,271 | TotalAmt |
| Program Services | $26,151,569 | ProgramServicesAmt |
| Management And General | $132,702 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,398,587 | TotalAmt |
| Management And General | $1,398,587 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIRS & MAINTENANCE | $5,612,236 | $5,461,902 | $150,334 |
| FOOD | $5,578,634 | $5,573,122 | $5,512 |
| MEDICAL SUPPLIES/PHARMA | $5,282,972 | $5,282,560 | $412 |
| TAXES(PROPERTY & OTHER) | $4,046,569 | $20,083 | $4,026,486 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,463,542 | TotalAmt |
| Program Services | $1,533,488 | ProgramServicesAmt |
| Management And General | $930,054 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,563,399 | TotalAmt |
| Program Services | $130,355,920 | ProgramServicesAmt |
| Management And General | $35,627,302 | ManagementAndGeneralAmt |
| Fundraising | $580,177 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,880,093 | BOYAmt |
| EOY | $1,512,417 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,039,108 | BOYAmt |
| EOY | $47,835,724 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,607,148 | BOYAmt |
| EOY | $4,658,259 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,606,203 | BOYAmt |
| EOY | $3,065,987 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,825 | BOYAmt |
| EOY | $235,640 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,718,871 | BOYAmt |
| EOY | $3,195,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $632,112,627 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $349,480,465 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,950,933 | BOYAmt |
| EOY | $282,632,162 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,262,371 | BOYAmt |
| EOY | $58,845,178 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,262,209 | BOYAmt |
| EOY | $92,221,815 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,519,761 | BOYAmt |
| EOY | $494,202,745 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,474,098 | BOYAmt |
| EOY | $7,630,227 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,681,481 | BOYAmt |
| EOY | $164,859,457 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,962,609 | BOYAmt |
| EOY | $224,946,576 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,882 | BOYAmt |
| EOY | $35,411 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,108,143 | BOYAmt |
| EOY | $180,525,733 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,269,213 | BOYAmt |
| EOY | $577,997,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$139,546,832 | BOYAmt |
| EOY | -$115,484,944 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,797,380 | BOYAmt |
| EOY | $31,690,285 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$105,749,452 | BOYAmt |
| EOY | -$83,794,659 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,519,761 | BOYAmt |
| EOY | $494,202,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,707,317 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,843,050 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$595,574 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,186,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,128,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,232,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,369,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,001,834 | CurrentTaxYearAmt |
| Total | $28,918,795 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $129,444,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,180,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,431,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $164,912,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $164,996,830 | CurrentTaxYearAmt |
| Total | $767,965,382 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,630,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,308,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,663,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,282,923 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,998,664 | CurrentTaxYearAmt |
| Total | $796,884,177 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $87,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,746 | CurrentTaxYearAmt |
| Total | $250,042 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $87,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,746 | CurrentTaxYearAmt |
| Total | $250,042 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $796,634,135 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,923,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,333,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,582,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,004,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,507,913 | CurrentTaxYearAmt |
| Total | $16,352,339 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,923,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,333,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,582,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,004,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,507,913 | CurrentTaxYearAmt |
| Total | $16,352,339 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,554,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,642,407 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164,245,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,287,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $181,506,577 | CurrentTaxYearAmt |
| Total | $813,236,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97980 | PublicSupportPY509Pct |
| Investment Income CY | 0.02010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01990 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $9,210 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $9,210 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | A PORTION OF ASBURY ATLANTIC'S DUES TO LEADINGAGE WERE FOR USED FOR ADVOCACY ISSUES RELATED TO RESIDENTIAL AND HEALTHCARE SERVICES FOR THE AGED. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,225,790 | BeginningYearBalanceAmt |
| End Year Balance | $28,225,790 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,416,713 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $809,077 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $28,225,790 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,719,301 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,697,412 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,416,713 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,864,870 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $854,431 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,719,301 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,829,939 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $34,931 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,864,870 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,891,802 | OtherCostOrOtherBasisAmt |
| Book Value | $19,891,802 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $420,528,923 | OtherCostOrOtherBasisAmt |
| Depreciation | $243,078,106 | DepreciationAmt |
| Book Value | $177,450,817 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,257,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,865,462 | DepreciationAmt |
| Book Value | $12,391,757 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,574,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,536,897 | DepreciationAmt |
| Book Value | $61,037,804 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,859,982 | OtherCostOrOtherBasisAmt |
| Book Value | $11,859,982 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $282,632,162 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN NET ASSETS OF FOUNDATION | $24,222,485 |
| DEFERRED MARKETING COSTS | $693,642 |
| OTHER RECEIVABLE | $421,294 |
| DUE FROM ACOMM | $65,557,943 |
| DEPOSITS AND OTHER ASSETS | $35,411 |
| RIGHT OF USE ASSETS | $1,291,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $92,221,815 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE FEES | $4,191,199 |
| OBLIGATION-DEFERRED GIVING | $301,249 |
| CONTINGENT REFUNDABLE ENTRANCE FEE LIABILITY | $170,893,850 |
| DEPOSITS FROM PROSPECTIVE RESIDENTS | $3,487,374 |
| VALUATION OF SWAP AGREEMENTS | $361,021 |
| LEASES PAYABLE | $1,291,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $180,525,733 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $186,099,850 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,843,050 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,013,916 | OtherRevenueAmt |
| Revenue Not Reported | $3,829,134 | RevenueNotReportedAmt |
| Revenue Subtotal | $182,270,716 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $182,270,716 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $162,919,807 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $87,242 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $87,242 | ExpensesNotReportedAmt |
| Expenses Subtotal | $162,832,565 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,730,834 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,730,834 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $166,563,399 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | ASBURY ATLANTIC, INC. HAS A 15 ACRE FOREST CONSERVATION EASEMENT WITH THE CITY OF GAITHERSBURG, MD THAT PRESERVES TREES, TREE CANOPY AND FORESTS. ASBURY ATLANTIC, INC. DOES NOT REPORT CONSERVATION EASEMENTS IN ITS FINANCIAL STATEMENTS. THERE ARE NO REVENUES, EXPENSES OR ASSETS RELATED TO THIS CONSERVATION EASEMENT. |
| PART IV, LINE 2B: | ASBURY ATLANTIC, INC. HOLDS AND MANAGES RESIDENT TRUST FUND ACCOUNTS THAT ARE USED FOR PERSONAL ITEMS FOR THE RESIDENTS. ASBURY ATLANTIC, INC. IS ACTING IN A FIDUCIARY ROLE AND IS LIABLE FOR THE FUNDS IN THE RESIDENT TRUST FUND. |
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWNMENT FUND IS TO SUPPORT BENEVOLENT CARE. |
| PART X, LINE 2: | ASBURY ATLANTIC IS 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. 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 COMPENSATION COMMITTEE ALSO HIRES OUTSIDE COUNSEL TO ADVISE THE COMPANY ON COMPLIANCE. 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSE 87,242. VALUE CHANGES IN DERIVATIVE INSTRUMENTS -293,608. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 964,336. CHANGE IN VALUE OF OBLIGATIONS UNDER CHARITABLE GIFT ANNUITIES -41,052. BENEVOLENT CARE -3,730,834. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 87,242. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BENEVOLENT CARE 3,730,834. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BENEVOLENT CARE FOR ASSISTED LIVING AND RESIDENTIAL LIVING RESIDENTS | GrantTypeTxt |
| Recipient | 66 | RecipientCnt |
| Cash Grant | $3,730,834 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL RESIDENTS INQUIRING ABOUT BENEVOLENT CARE MUST COMPLETE AND SIGN THE BENEVOLENT CARE APPLICATION WHICH SHALL BE REVIEWED FOR APPROVAL BY THE COMMUNITY REPRESENTATIVE RESPONSIBLE FOR BENEVOLENT CARE. ONCE THE APPLICATION IS REVIEWED, THE EXECUTIVE DIRECTOR WILL APPROVE OR DENY ELIGIBILITY. DOCUMENTS RELATED TO BENEVOLENT CARE APPLICATION/REDETERMINATION AND ON-GOING MANAGEMENT WILL BE MAINTAINED ON-SITE UNTIL THE END OF THE CALENDAR YEAR IN WHICH THE RESIDENT IS NO LONGER RECEIVING ASSISTANCE FROM BENEVOLENT CARE. THEREAFTER THE RECORDS WILL BE MAINTAINED FOR FIVE (5) YEARS, EITHER ON-SITE OR IN STORAGE IN ACCORDANCE WITH THE RECORDS MANAGEMENT PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUG LEIDIG | ||||||||||||||
| PRESIDENT | $0 | $508,594 | $0 | $148,028 | $0 | $18,642 | $0 | $14,250 | $0 | $8,702 | $0 | $698,216 | $0 | $0 |
| SUE DACAMARA | ||||||||||||||
| ASST. SECRETARY/EX-OFFICIO | $0 | $401,607 | $0 | $84,029 | $0 | $2,961 | $0 | $14,250 | $0 | $11,282 | $0 | $514,129 | $0 | $0 |
| ANDREW JEANNERET | ||||||||||||||
| TREASURER | $0 | $353,529 | $0 | $102,971 | $0 | $1,671 | $0 | $14,250 | $0 | $12,091 | $0 | $484,512 | $0 | $0 |
| ANDREW JOSEPH | ||||||||||||||
| ASST. SECRETARY | $0 | $278,802 | $0 | $49,566 | $0 | $683 | $0 | $13,502 | $0 | $12,842 | $0 | $355,395 | $0 | $0 |
| MANNY OCASIO COLON | ||||||||||||||
| ASST. SECRETARY | $0 | $265,726 | $0 | $56,135 | $0 | $642 | $0 | $11,496 | $0 | $12,160 | $0 | $346,159 | $0 | $0 |
| GRUNDUSKY BRIAN D | ||||||||||||||
| EXEC. DIR. (BV) | $186,180 | $0 | $29,158 | $0 | $269 | $0 | $10,045 | $0 | $10,768 | $0 | $236,420 | $0 | $0 | $0 |
| POTTER MICHELE | ||||||||||||||
| EXEC. DIR. (AMV) | $209,896 | $0 | $15,000 | $0 | $411 | $0 | $0 | $0 | $8,847 | $0 | $234,154 | $0 | $0 | $0 |
| FRIEDMAN KELLY S | ||||||||||||||
| EXEC. DIR. (SOLOMONS) | $175,237 | $0 | $28,350 | $0 | $378 | $0 | $10,238 | $0 | $7,827 | $0 | $222,030 | $0 | $0 | $0 |
| GIBSON JANE E | ||||||||||||||
| EXEC. DIR. (SPRINGHILL) | $161,302 | $0 | $29,842 | $0 | $921 | $0 | $6,700 | $0 | $845 | $0 | $199,610 | $0 | $0 | $0 |
| KARISH RACHEL S | ||||||||||||||
| ADMINISTRATOR, AMV | $159,656 | $0 | $7,561 | $0 | $128 | $0 | $8,529 | $0 | $10,071 | $0 | $185,945 | $0 | $0 | $0 |
| MAYERNICK SUSAN P | ||||||||||||||
| VP DEVELOPMENT - BV | $129,309 | $0 | $3,575 | $0 | $166 | $0 | $7,123 | $0 | $11,857 | $0 | $152,030 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, LINE 4B | THE PRESIDENT, COO, CFO, GENERAL COUNSEL, CHRO AND CHIEF GROWTH OFFICER PARTICIPATE IN A 457(F) PLAN. THERE WAS A PLAN DISTRIBUTION OF $257,135 TO THE CHIEF GROWTH OFFICER IN 2020. THERE WERE NO OTHER PLAN DISTRIBUTIONS. |
| PART I, LINE 6 | THE EXECUTIVE DIRECTOR'S INCENTIVE COMPENSATION IS BASED IN PART UPON THE OPERATING RATIO OF THE FACILITY. THE OPERATING RATIO MEASURES WHETHER CURRENT YEAR CASH OPERATING REVENUES ARE SUFFICIENT TO COVER CURRENT YEAR OPERATING EXPENSES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CUMBERLAND COUNTY MUNICIPAL AUTHORITY (PA) | ||||||||
| A | 236003119 | 230614GK9 | 2012-10-31 | $52,585,767 | CURRENT REFUNDING | 0 | 0 | 0 |
| CITY OF GAITHERSBURG (MD) | ||||||||
| B | 526000792 | 363128CUI | 2018-10-01 | $105,744,965 | CURRENT REFUNDING | 0 | 0 | 0 |
| CITY OF GAITHERSBURG | ||||||||
| C | 526000792 | 2019-11-08 | $16,009,000 | CURRENT REFUNDING | 0 | 0 | 0 | |
| CUMBERLAND COUNTY MUNICIPAL AUTHORITY | ||||||||
| D | 236003119 | 230614PE3 | 2019-12-31 | $63,444,415 | CURRENT REFUNDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,555,767 | $52,585,767 | $2,339,434 | $1,051,715 | $49,194,618 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $9,649,965 | $105,744,965 | $8,469,375 | $624,780 | $89,142,174 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | $7,508,636 |
| C | $4,659,000 | $16,009,000 | $11,009,000 | 2019 | Yes (1) | 0 | Yes (1) | Yes (1) | $5,000,000 | ||
| D | $4,844,415 | $63,444,415 | $5,284,147 | $1,155,121 | $57,005,147 | 2019 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | ||
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | 0.00400 | 0.00400 |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | 0.40000 | 0.40000 |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| B | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| SUNTRUST BANK | ||||||||||||
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 4.000000000000 | 0 | 0 |
| (no name) | ||||||||||||
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, ROW B | THE AMOUNT OF BONDS BENEFITING THIS ORGANIZATION IS $105,744,965.90 (OF WHICH $24,713,017.75 COUNTS AGAINST THE $150 MILLION TEST LIMITATION FOR NON-HOSPITAL BONDS). BONDS IN THE AMOUNT OF $33,005,000 ARE OUTSTANDING THAT BENEFIT THIS ORGANIZATION (OF WHICH $11,086,500 COUNTS AGAINST THE $150 MILLION LIMITATION FOR NON-HOSPITAL BONDS). THE ISSUANCE OF THE BONDS WAS APPROVED BY THE MAYOR OF THE CITY OF GAITHERSBURG ON AUGUST 6, 2018, FOLLOWING A PUBLIC HEARING HELD BY THE ISSUER ON AUGUST 6, 2018 AND BY THE COUNTY OF COMMISSIONERS OF CALVERT COUNTY ON JULY 24, 2018, FOLLOWING A PUBLIC HEARING BY THE COUNTY COMMISSIONERS OF CALVERT COUNTY ON JULY 24, 2018. |
| SCHEDULE K, PART I, ROW C | THE AMOUNT OF BONDS BENEFITTING THIS ORGANIZATION IS $16,009,000 (OF WHICH $6,275,130 COUNTS AGAINST THE $150 MILLION LIMITATION FOR NON-HOSPITAL BONDS). THE AMOUNT OF OTHER NON-HOSPITAL BONDS SUBJECT TO THE $150 MILLION LIMITATION IS $27,993,095. THE ISSUANCE OF THE BONDS WAS APPROVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF GAITHERSBURG ON SEPTEMBER 16, 2019, FOLLOWING A PUBLIC HEARING HELD BY THE ISSUER ON SEPTEMBER 16, 2019 AND BY THE COUNTY COMMISSIONERS OF CALVERT COUNTY ON SEPTEMBER 17, 2019, FOLLOWING A PUBLIC HEARING HELD BY THE COUNTY COMMISSIONERS OF CALVERT COUNTY ON SEPTEMBER 17, 2019. |
| SCHEDULE K, PART I, ROW D | THE AMOUNT OF BONDS BENEFITTING THIS ORGANIZATION IS $63,444,415 (OF WHICH $3,280,077 COUNTS AS PART OF THE $150 MILLION LIMITATION FOR NON-HOSPITAL BONDS). THE AMOUNT OF OTHER NON-HOSPITAL BONDS SUBJECT TO THE $150 MILLION LIMITATION IS $30,988,148. THE ISSUANCE OF THE BONDS WAS APPROVED BY THE CUMBERLAND COUNTY MUNICIPAL AUTHORITY ON SEPTEMBER 5, 2019. NO TEFRA APPROVAL WAS NECESSARY PURSUANT TO SECTION 147(F)(2)(D) OF THE INTERNAL REVENUE CODE SINCE THE WEIGHTED AVERAGE MATURITY OF THE BONDS DID NOT EXCEED THE REMAINING WEIGHTED AVERAGE MATURITY OF THE BONDS BEING REFUNDED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4 | AS PART OF ASBURY COMMUNITIES, ASBURY ATLANTIC PLEDGES EACH DAY TO MAKE A DIFFERENCE IN THE LIVES OF THOSE WE SERVE AND TO SERVE AS A PARTNER FOR GOOD IN THE COMMUNITY AT LARGE. WE HONOR OUR LEGACY THROUGH SUPPORTING AND PARTNERING WITH CHARITABLE AND COMMUNITY ORGANIZATIONS, EDUCATIONAL INSTITUTIONS, AND AGING SERVICES AND HEALTH PROVIDERS. AT ASBURY ATLANTIC, OUR EFFORTS ARE PRIMARILY FOCUSED ON: -SUPPORTING SENIOR WELLNESS IN THE REGIONS WHERE WE OPERATE -TRAINING THE NEXT GENERATION OF AGING SERVICES PROFESSIONALS -BENEVOLENT CARE PROVIDING PEACE OF MIND FOR RESIDENTS BENEVOLENT CARE: A CORNERSTONE OF LIVING OUR MISSION IS ENSURING THAT RESIDENTS WHO OUTLIVE THEIR FINANCIAL RESOURCES CAN REMAIN IN THEIR HOME AT ASBURY. THE ASBURY FOUNDATION, A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION THAT SECURES PHILANTHROPIC SUPPORT TO SUPPORT THE MISSION AND ENHANCE QUALITY OF LIFE FOR OLDER ADULTS SERVED BY THE ASBURY SYSTEM, WAS ESTABLISHED TO SUPPORT THESE EFFORTS. ASBURY PROVIDES FINANCIAL SUPPORT TO RESIDENTS WHO OUTLIVE THEIR RESOURCES THROUGH NO FAULT OF THEIR OWN. WHILE COMMUNITY BENEFIT ACTIVITIES WERE LIMITED IN 2020 BY THE EFFECTS AND SAFETY PROTOCOLS IN PLACE REGARDING COVID-19, BELOW ARE A FEW HIGHLIGHTS AT EACH ASBURY ATLANTIC COMMUNITY: ASBURY METHODIST VILLAGE: AMV DONATED MEETING SPACE FOR MEALS ON WHEELS AND THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS SHELTER WITH FOOD. OVER 80 HOURS OF TIME WAS DONATED TO SERVE OVER 16,000 PEOPLE. BETHANY VILLAGE: BETHANY VILLAGE PROVIDED TRAINING FOR CERTIFIED NURSING ASSISTANTS, LICENSED PRACTICAL NURSES, REGISTERED NURSES STUDENTS, AND SOCIAL WORK STUDENTS SHIPPENSBURG UNIVERSITY, HARRISBURG AREA COMMUNITY COLLEGE, WELLSPAN HEALTH SYSTEM AND MESSIAH COLLEGE. ADDITIONALLY, IN CONJUNCTION WITH COMMUNITY AID, BETHANY VILLAGE ASSOCIATES COLLECTED, STORED AND ARRANGED FOR PICK-UP OF DONATED CLOTHING. THE WELLNESS DEPARTMENT PROVIDED FREE MEMBERSHIP TO RESIDENTS OF BETHANY TOWERS FOR USE OF THE POOL, FITNESS ROOM OR FITNESS CLASSES. ASSOCIATES ALSO HOSTED AND FACILITATED MONTHLY MEETINGS FOR THE ALZHEIMERS ASSOCIATION SUPPORT GROUP. THE EXECUTIVE DIRECTOR OF BETHANY VILLAGE SERVES ON THE LEADING AGE PA BOARD OF DIRECTORS. BV ALSO PARTNERED WITH THE UNITED CELEBRAL PALSY ORGANIZATION AND DONATED REFURBISHED MEDICAL EQUIPMENT TO PEOPLE IN NEED. SPRINGHILL: SPRINGHILL PROVIDED EDUCATION, TRAINING AND RESEARCH ASSISTANCE FOR NURSING AND REHABILITATIVE THERAPY STUDENTS AT GANNON AND MERCYHURST UNIVERSITIES. SH ASSOCIATES ALSO PARTICIPATED IN THE ADOPT-A-HIGHWAY HIGHWAY CLEAN- UP PROJECT, WERE ACTIVE MEMBER OF THE ALZHEIMER'S ASSOCIATION AND ALZHEIMER'S ASSOCIATION SUPPORT GROUP, HELD TWO MONTHLY PARKINSON'S PARTNERS SUPPORT GROUP MEETINGS THAT SUPPORT RESIDENTS IN THE COMMUNITY AND INDIVIDUALS OUTSIDE THE COMMUNITY THAT CARE FOR OR HAVE PARKINSON'S AND ACT AS BOARD MEMBERS FOR LOCAL NONPROFITS. SPRINGHILL ALSO DONATED MEETING SPACE TO MULTIPLE GROUPS PRIOR TO THE START OF THE COVID-19 PANDEMIC. ASBURY SOLOMONS: ASBURY SOLOMON'S PROVIDED MORE THAN 50 VOLUNTEER HOURS TO THE AREA CHAPTER OF ALZHEIMER'S ASSOCIATION AND THEIR ANNUAL WALK EVENT. AS ALSO DONATED SPACE TO VARIOUS COMMUNITY ORGANIZATIONS FOR THEIR MEETINGS AND REHEARSALS, INCLUDING $1500 WORTH OF DONATED GOODS AND SERVICES FOR THE MARDI GRAS FOR CALVERT HOSPICE EVENT. MULTIPLE ASSOCIATES ALSO VOLUNTEERED WITH THE COMMISSION ON AGING AND LEADING AGE. ADDITIONALLY, THE EXECUTIVE DIRECTOR VOLUNTEERED MORE THAN 50 HOURS TO THE BENHA BOARD AND STANDING DISCIPLINARY COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE CORPORATION MAY HAVE AN EXECUTIVE COMMITTEE AS SET FORTH HEREIN. 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 TAKE ACTION THAT IS RESTRICTED BY APPLICABLE LAW. |
| FORM 990, PART VI, SECTION A, LINE 4 | ON DECEMBER 3, 2020, THE CORPORATION'S BOARD OF DIRECTORS APPROVED AMMENDMENTS TO THE CORPORATION'S BYLAWS. THE HIGHLIGHTS OF THE SIGNIFICANT CHANGES ARE AS FOLLOWS: -ARTICLE II PURPOSE WAS SHORTENED TO BETTER SUMMARIZE THE CORPORATION'S PURPOSE AS FOLLOWS: "THE PURPOSE OF THE CORPORATION IS TO PROVIDE SENIOR LIVING, HEALTH, AND RELATED SERVICES TO THE AGED POPULATION CONSISTENT WITH THE CORPORATION'S STATED MISSION." -ARTICLE IV SUPPORTING ORGANIZATION & RESERVED POWERS WAS AMENDED TO ADD THE FOLLOWING RESERVED POWERS OF ASBURY COMMUNITIES, INC.: 1. REMOVAL OF ANY MEMBER(S) OF THE CORPORATION BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE 2. FILLING OF VACANCIES ON THE CORPORATION BOARD OF DIRECTORS 3. APPROVAL OF THE BUDGET OF THE CORPORATION, BOTH OPERATING AND CAPITAL 4. AUTHORITY AND RESPONSIBILITY TO APPROVE ANY PROPOSED PROJECT FOR THE DEVELOPMENT OF A NEW PRODUCT AND/OR FACILITY BY THE CORPORATION 5. AUTHORITY TO APPROVE EACH INCURRENCE OF INDEBTEDNESS OF THE CORPORATION WITH A REPAYMENT TERM THAT IS IN EXCESS OF FIVE (5) YEARS AND IS SECURED BY THE ASSETS OF THE CORPORATION, EXCEPT FOR NON-RECOURSE DEBT WHICH IS SECURED BY ONE OR MORE PIECES OF EQUIPMENT THAT IS THE SUBJECT OF THE NON-RECOURSE DEBT 6. AUTHORITY TO APPOINT THE AUDITOR, INSURANCE BROKER, INVESTMENT ADVISOR, AND DETERMINE THE FISCAL YEAR OF THE CORPORATION -ARTICLE VI BOARD OF DIRECTORS, SECTION 3 NUMBER OF DIRECTORS AND ELECTION WAS AMENDED TO STATE THAT THE BOARD OF DIRECTORS WILL CONSIST OF NOT LESS THAN THREE (3) NOR MORE THAN NINE (9) VOTING MEMBERS, RATHER THAN A MINIMUM OF 7 VOTING MEMBERS AND MAXIMUM OF 15 VOTING MEMBERS AS PREVIOUSLY STATED. -ARTICLE VI BOARD OF DIRECTORS, SECTION 4 TERM WAS AMENDED TO STATE THAT DIRECTOR TERMS ARE FOR 1 YEAR, RATHER THAN 3 AS PREVIOUSLY STATED. ADDITIONALLY, TERM LIMITS WERE REMOVED. PREVIOUSLY, A DIRECTOR COULD SERVE A MAXIMUM OF 3 TERMS, OR 9 CONSECUTIVE YEARS. -ARTICLE VI BOARD OF DIRECTORS, SECTION 5 RESIGNATION WAS AMENDED TO STATE THAT A RESIGNATION NOTICE MAY BE DELIVERED TO THE CHAIR OF THE BOARD OF DIRECTORS OR SECRETARY, RATHER THAN JUST THE CHAIR OF THE BOARD AS PREVIOUSLY STATED. -ARTICLE VI BOARD OF DIRECTORS, SECTION 12 ATTENDANCE WAS AMENDED TO STATE THAT ALL DIRECTORS MUST ATTEND A MINIMUM OF 75% OF THE REGULAR MEETINGS HELD IN A CALENDAR YEAR, RATHER THAN 50% AS PREVIOUSLY STATED. -ARTICLE VII OFFICERS, SECTION 3 TERM WAS AMENDED TO REMOVE TERM LIMITS FOR THE CHAIR. PREVIOUSLY, AN INDIVIDUAL WHO HAS SERVED AS CHAIR FOR THREE (3) CONSECUTIVE YEARS SHALL BE ELIGIBLE FOR RE-ELECTION AFTER A THREE (3) YEAR ABSENCE FROM SUCH POSITION. -ARTICLE VIII COMMITTEES, SECTION 1 EXECUTIVE COMMITTEE WAS SHORTENED AS FOLLOWS: "THE CORPORATION MAY HAVE AN EXECUTIVE COMMITTEE AS SET FORTH HEREIN. 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 TAKE ACTION THAT IS RESTRICTED BY APPLICABLE LAW." |
| FORM 990, PART VI, SECTION A, LINE 6 | ASBURY ATLANTIC HAS ONE MEMBER. THE SOLE MEMBER IS ASBURY COMMUNITIES, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | ASBURY COMMUNITIES, INC IS THE SOLE MEMBER OF ASBURY ATLANTIC AND ELECTS THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | ONLY CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO ASBURY COMMUNITY INC'S APPROVAL. THESE DECISIONS INCLUDE: (1) MANAGEMENT SERVICES RELATIONSHIPS AND CONTRACTS; (2) ANY ORGANIZATIONAL CHANGE IN GENERAL, INCLUDING MERGERS, SALES, LEASES, ETC, OF SUBSTANTIALLY ALL OF THE ASSETS AND THE CREATION OF NEW ENTITIES; (3) AMENDMENTS TO MISSION OR VISION STATEMENTS; (4) AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS; (5) APPROVAL OF THE BUDGET OF THE CORPORATION, BOTH OPERATING AND CAPITAL; (6) AUTHORITY AND RESPONSIBILITY TO APPROVE ANY PROPOSED PROJECT FOR THE DEVELOPMENT OF A NEW PRODUCT AND/OR FACILITY BY THE CORPORATION; (7) AUTHORITY TO APPROVE EACH INCURRENCE OF INDEBTEDNESS OF THE CORPORATION WITH A REPAYMENT TERM THAT IS IN EXCESS OF FIVE (5) YEARS AND IS SECURED BY THE ASSETS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | ASBURY COMMUNITIES, INC. , THE SOLE MEMBER OF ASBURY ATLANTIC, INC., DELEGATES REVIEW OF THE FORM 990 TO ITS GOVERNANCE AND COMPLIANCE COMMITTEE WHICH PERFORMED ITS REVIEW ON 10/20/21. ADDITIONALLY, ASBURY COMMUNITIES, INC. BOARD OF DIRECTORS WAS FORWARDED A COPY OF THE DRAFT 990 FOR REVIEW AND WAS PROVIDED A LINK TO A RECORDING OF THE GOVERNANCE AND COMPLIANCE COMMITTEE 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 GOVERNANCE AND COMPLIANCE COMMITTEE. |
| 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 KEY MANAGEMENT POSITIONS. EACH PERSON COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM AND IS ADVISED OF THEIR FIDUCIARY OBLIGATIONS. THE COMPLIANCE OFFICER, WHO HAS A DIRECT REPORTING LINE TO THE CHAIR OF THE GOVERNANCE AND COMPLIANCE COMMITTEE AND REPORTS QUARTERLY TO THE GOVERNANCE AND COMPLIANCE COMMITTEE, ANALYZES ALL DISCLOSURE FORMS FOR POTENTIAL CONFLICTS, AND PREPARES A REPORT FOR THE SYSTEM-WIDE GOVERNANCE AND COMPLIANCE COMMITTEE. A REPORT WAS MADE TO THE BOARD THAT THERE WERE NO CONFLICTS DURING 2020. WHEN AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARISES INVOLVING A BOARD OR COMMITTEE MEMBER, THE GOVERNANCE AND COMPLIANCE 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 AND BENEFITS 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 AND BENEFITS 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 AND BENEFITS 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 AND BENEFITS COMMITTEE CHARTER, THE EXECUTIVE COMPENSATION PHILOSOPHY, AND THE EXECUTIVE INCENTIVE PLAN WERE REVIEWED MOST RECENTLY IN 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A | THE OFFICERS THAT HAVE COMPENSATION FROM RELATED ORGANIZATIONS REPORTED IN PART VII, SECTION A, COLUMN E OF THE FORM 990 PROVIDE EXECUTIVE MANAGEMENT SUPPORT AND OVERALL GUIDANCE TO ASBURY ATLANTIC, INC. AS WELL AS THE OTHER RELATED AND SUPPORTED ORGANIZATIONS OF ASBURY COMMUNITIES, INC. THERE ARE OVER 2,500 TOTAL EMPLOYEES IN THE ASBURY COMMUNITIES, INC. SYSTEM. THE 2020 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 VII, SECTION A | BEGINNING WITH YEAR 2014, FOUNDATION ASSOCIATE SALARIES AND BENEFITS, WHICH WERE PREVIOUSLY REPORTED ON THE ASBURY FOUNDATION IRS FORM 990, WILL BE REPORTED BY THE ASBURY ENTITY WHERE THEY DEDICATED THEIR TIME. ASBURY FOUNDATION ASSISTS WITH THE MISSION OF THE NON PROFIT ENTITIES WITHIN THE ASBURY COMMUNITIES SYSTEM. |
| FORM 990, PART XI, LINE 9: | NET UNREALIZED GAIN ON CHANGE IN MARKET VALUE OF DERIVATIVE INSTRUMENTS -293,608. TRANSFER TO ACOMM -1,225,250. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 964,336. CHANGE IN VALUE OF OBLIGATIONS UNDER CHARITABLE GIFT ANNUITIES -41,052. |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN OVERSIGHT PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| ASBURY COMMUNITIES INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 521862677 | MANAGEMENT SERVICES | MD | 501(C)(3) | LINE 12C, III-FI | 0 | |
| ASBURY FOUNDATION INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 521862674 | RAISING FUNDS FOR CHARITY CARE | MD | 501(C)(3) | LINE 7 | 0 | ASBURY COMMUNITIES INC |
| AFFILIATED ASSOCIATES INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 510426078 | EMPLOYEE PAYMASTER COMPANY | MD | 501(C)(3) | LINE 12C, III-FI | 0 | ASBURY COMMUNITIES INC |
| ASBURY COMMUNITIES HCBS INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 450634490 | HEALTHCARE FOR OLDER ADULTS | MD | 501(C)(3) | LINE 10 | 0 | ASBURY COMMUNITIES INC |
| ASBURY INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 620630670 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | TN | 501(C)(3) | LINE 10 | 0 | ASBURY COMMUNITIES INC |
| BETHANY DEVELOPMENT CORPORATION | ||||||||||
| 335 WESLEY DRIVE | MECHANICSBURG | PA | 17055 | 232078064 | HOUSING FOR OLDER ADULTS | PA | 501(C)(3) | LINE 10 | 0 | ASBURY COMMUNITIES INC |
| ALBRIGHT CARE SERVICES | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 231887138 | HOUSING, HEALTHCARE, AND AT-HOME SERVICES FOR OLDER ADULTS | PA | 501(C)(3) | LINE 10 | 0 | ASBURY COMMUNITIES INC |
| WARRIOR RUN MANOR | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 232137458 | HOUSING FOR OLDER ADULTS | PA | 501(C)(3) | LINE 10 | 0 | ALBRIGHT CARE SERVICES |
| FOREST RIDGE MANOR INC | ||||||||||
| 910 WILDER CHAPEL LANE | MARYVILLE | TN | 37804 | 201885811 | HOUSING FOR OLDER ADULTS | TN | 501(C)(3) | LINE 12A, I | 0 | ASBURY INC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|
| THE ASBURY GROUP INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 205038820 | TECHNOLOGY & MANAGEMENT SERVICES | DE | ASBURY COMMUNITIES INC | C | 0 | |
| THE ASBURY GROUP INTEGRATED TECHNOLOGIES LLC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 262896175 | INFOR & CNSLT SVCS | DE | ASBURY COMMUNITIES INC | C | 0 | |
| IVA INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 562362361 | HOLDS LIQOUR LICENSES | OK | ASBURY ATLANTIC | C | Yes (1) | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |