ASBURY ATLANTIC INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY ATLANTIC INC (EIN 52-0607956)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201733149349301283
- Schema version
- 2016v3.0
- 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 J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T13:29:07-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 3012164100 | 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 | KIM EHRENFRIED | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 3012164100 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN NORMAN | PreparerPersonNm |
| PTIN | P01506766 | PTIN |
| Phone | 4104530900 | PhoneNum |
| Preparation | 2017-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 13:52:39 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54D5E4BA1470F8C36BA6B05316F79CBB30854ABE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BA538626596D3EF442D575632A9DFA3536DD11CA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DOUGLAS 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 | $151,504,045 | 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 | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1701 | TotalEmployeeCnt |
| Total Volunteers | 1073 | TotalVolunteersCnt |
| Total Gross UBI | -$6,992 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$6,992 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $972,387 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,186,616 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $126,342,654 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $129,444,214 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,825,774 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,311,396 | CYInvestmentIncomeAmt |
| PY Other Revenue | $277,773 | PYOtherRevenueAmt |
| CY Other Revenue | $318,337 | CYOtherRevenueAmt |
| PY Total Revenue | $130,418,588 | PYTotalRevenueAmt |
| CY Total Revenue | $134,260,563 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,735,999 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $53,683,508 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $513,883 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $80,243,990 | PYOtherExpensesAmt |
| CY Other Expenses | $79,375,464 | CYOtherExpensesAmt |
| PY Total Expenses | $131,979,989 | PYTotalExpensesAmt |
| CY Total Expenses | $133,058,972 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,561,401 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,201,591 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $405,854,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $407,553,159 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $530,417,651 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $529,032,992 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$124,562,864 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$121,479,833 | 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 | $47,723,094 | ExpenseAmt |
| Revenue | $56,235,736 | RevenueAmt |
| Desc | SKILLED NURSING FACILITIES: OPERATION OF 3 SKILLED NURSING FACILITIES (SNF'S) FOR OLDER ADULTS WITH 414 TOTAL BEDS PROVIDING 141,388 DAYS OF SERVICE IN 2016. THE ORGANIZATION PROVIDED $19,486,033 OF CONTRACTUAL ALLOWANCES TO RESIDENTS OF THE SNF IN 2016. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,982,556 | ExpenseAmt |
| Revenue | $25,903,710 | RevenueAmt |
| Desc | ASSISTED LIVING FACILITIES: OPERATION OF 3 ASSISTED LIVING FACILITIES FOR OLDER ADULTS WITH 268 TOTAL SUITES PROVIDING 95,010 RESIDENT DAYS IN 2016. THE ORGANIZATION PROVIDED $2,079,403 OF BENEVOLENT CARE AND $69,993 OF CONTRACTUAL ALLOWANCES TO THE ASSISTED LIVING RESIDENTS IN 2016. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,144,044 | ExpenseAmt |
| Revenue | $47,304,768 | RevenueAmt |
| Desc | RESIDENTIAL LIVING: OPERATION OF 1,385 RESIDENTIAL LIVING UNITS FOR OLDER ADULTS, PROVIDING 472,036 DAYS OF SERVICE IN 2016. THE ORGANIZATION PROVIDED $33,915 OF BENEVOLENT CARE AND $275,875 OF CONTRACTUAL ALLOWANCES TO RESIDENTIAL LIVING RESIDENTS DURING 2016. ALSO SUPPLIED WELLNESS. SEE SCHEDULE O FOR COMMUNITY BENEFITS INFORMATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $109,849,694 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 146 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1701 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| NICK SERENYI | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DENNIS HANSEN | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS ETTINGER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD FINDLEY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA HALBRUNER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GORDON NAUGHTON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINE KIM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LINGRELL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LORRAINE SEXTON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD TRISSLER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMA TYLER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE DACAMARA | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $434,981 | $21,001 | 60.00 | |
| DOUGLAS LEIDIG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $552,887 | $24,765 | 61.00 | |
| ANDREW JOSEPH | ||||||||
| SECRETARY, ASST. TREASURER | 1.00 | Yes (X) | $0 | $230,942 | $22,239 | 62.00 | ||
| ANDREW APPLEGATE | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $197,770 | $18,594 | 61.00 | ||
| HENRY MOEHRING | ||||||||
| VICE PRESIDENT - END 4/22/16 | 60.00 | Yes (X) | $149,153 | $0 | $8,892 | 2.00 | ||
| MELISSA HADLEY | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $268,920 | $22,655 | 61.00 | ||
| JIM SCHNEIDER | ||||||||
| VICE PRESIDENT | 60.00 | Yes (X) | $194,151 | $0 | $17,096 | 2.00 | ||
| ROBIN STERN | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $214,584 | $21,561 | 58.00 | ||
| KIM EHRENFRIED | ||||||||
| ASST. TREASURER | 1.00 | Yes (X) | $0 | $210,699 | $22,287 | 62.00 | ||
| PEGGY CRESPI KAPLAN | ||||||||
| VP, ASST. SECRETARY | 1.00 | Yes (X) | $0 | $365,436 | $21,001 | 62.00 | ||
| BRAD ANDRUS | ||||||||
| ASST. SECRETARY | 60.00 | Yes (X) | $124,304 | $37,215 | $19,887 | 2.00 | ||
| DEBBIE BARRIS | ||||||||
| ASST. SECRETARY | 40.00 | Yes (X) | $77,114 | $0 | $4,608 | 2.00 | ||
| RENEE BROOKSBANK | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $98,915 | $9,418 | 61.00 | ||
| RHONDA TERANTO | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $226,643 | $21,986 | 60.00 | ||
| BRIAN GRUNDUSKY | ||||||||
| VICE PRESIDENT | 60.00 | Yes (X) | $184,443 | $0 | $11,198 | |||
| MICHAEL CONNELL | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $433,625 | $24,268 | 61.00 | ||
| SUSAN MOYER | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $177,343 | $6,976 | 57.00 | ||
| DOUG MYERS | ||||||||
| PRESIDENT & CEO, FOUNDATION | 0.00 | $243,757 | $0 | $23,189 | 60.00 | Yes (X) | ||
| BRENT BAYES | ||||||||
| DIRECTOR SALES & MKTG | 40.00 | $165,730 | $0 | $20,996 | Yes (X) | |||
| JEREMIAH SHUMAN | ||||||||
| SR DIRECTOR DEVELOPMENT | 40.00 | $157,024 | $0 | $20,751 | Yes (X) | |||
| DEBORAH HEDGES | ||||||||
| SNF ADMINISTRATOR | 40.00 | $125,874 | $0 | $14,985 | Yes (X) | |||
| PEDRAG PETKOVIC | ||||||||
| RETIREMENT COUNSLEOR | 40.00 | $125,705 | $0 | $12,978 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,547,255 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,449,960 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $391,331 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | 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 & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | FOOD SERVICE | $13,107,694 |
| WAGMAN CONSTRUCTION INC | |||||
| 3290 SUSQUEHANNA TRAIL NORTH PO BO | YORK | PA | 17405 | CONSTRUCTION SERVICE | $4,379,722 |
| FLAGSHIP REHABILITATION SERVICES | |||||
| 157 BALTIMORE STREET | CUMBERLAND | MD | 21502 | REHABILITATION SERVICE | $3,922,925 |
| OMNICARE | |||||
| 9036 ANNAPOLIS JUNCTION DR | ANNAPOLIS JUNCTION | MD | 20701 | PHARMACY SERVICE | $950,104 |
| TRADEMARK DESIGN AND BUILD | |||||
| 18404 BRIGHT PLUME TERRACE | BOYDS | MD | 20841 | CONSTRUCTION SERVICE | $914,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,186,616 | RelatedOrganizationsAmt |
| Total Contributions | $3,186,616 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET RESIDENT REVENUE | 623312 | $86,824,477 | $86,824,477 |
| MEDICARE/MEDICAID PAYMENTS | 623312 | $25,241,027 | $25,241,027 |
| AMORTIZATION OF ENTRANCE FEES | 623312 | $15,823,040 | $15,823,040 |
| OTHER OPERATING REVENUE | 623312 | $1,555,670 | $1,555,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $129,444,214 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,575,808 | TotalRevenueColumnAmt |
| Exclusion | $1,575,808 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $347,742 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,405 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $318,337 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $318,337 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$6,992 | UnrelatedBusinessRevenueAmt |
| Exclusion | $325,329 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,949,665 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,214,077 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$264,412 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$264,412 | TotalRevenueColumnAmt |
| Exclusion | -$264,412 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,260,563 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $129,444,214 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$6,992 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,636,725 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,731 | TotalAmt |
| Management And General | $786,731 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,300,752 | TotalAmt |
| Program Services | $39,178,654 | ProgramServicesAmt |
| Management And General | $2,650,873 | ManagementAndGeneralAmt |
| Fundraising | $471,225 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,327,999 | TotalAmt |
| Program Services | $1,221,907 | ProgramServicesAmt |
| Management And General | $89,663 | ManagementAndGeneralAmt |
| Fundraising | $16,429 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,083,063 | TotalAmt |
| Program Services | $4,331,169 | ProgramServicesAmt |
| Management And General | $1,725,665 | ManagementAndGeneralAmt |
| Fundraising | $26,229 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,184,963 | TotalAmt |
| Program Services | $2,920,953 | ProgramServicesAmt |
| Management And General | $264,010 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,076,397 | TotalAmt |
| Management And General | $6,076,397 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,198 | TotalAmt |
| Management And General | $228,198 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,983 | TotalAmt |
| Management And General | $91,983 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,236,062 | TotalAmt |
| Program Services | $7,949,118 | ProgramServicesAmt |
| Management And General | $286,944 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $977,150 | TotalAmt |
| Program Services | $944,682 | ProgramServicesAmt |
| Management And General | $32,468 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,338,884 | TotalAmt |
| Program Services | $2,885,046 | ProgramServicesAmt |
| Management And General | $453,838 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,117,875 | TotalAmt |
| Program Services | $9,593 | ProgramServicesAmt |
| Management And General | $4,108,282 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,237,531 | TotalAmt |
| Program Services | $5,430,651 | ProgramServicesAmt |
| Management And General | $2,806,880 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,615 | TotalAmt |
| Program Services | $65,008 | ProgramServicesAmt |
| Management And General | $23,607 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,117,001 | TotalAmt |
| Program Services | $13,896,635 | ProgramServicesAmt |
| Management And General | $220,366 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,728,445 | TotalAmt |
| Program Services | $20,404,874 | ProgramServicesAmt |
| Management And General | $323,571 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,885 | TotalAmt |
| Management And General | $656,885 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $5,056,469 | $5,054,446 | $2,023 |
| REPAIRS & MAINTENANCE | $3,439,104 | $3,371,977 | $67,127 |
| MEDICAL SUPPLIES & PHAR | $1,845,682 | $1,845,682 | |
| BAD DEBT | $339,299 | $339,299 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,799,884 | TotalAmt |
| Management And General | $1,799,884 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,058,972 | TotalAmt |
| Program Services | $109,849,694 | ProgramServicesAmt |
| Management And General | $22,695,395 | ManagementAndGeneralAmt |
| Fundraising | $513,883 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,562,469 | BOYAmt |
| EOY | $1,540,346 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,025,421 | BOYAmt |
| EOY | $46,088,509 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,819,685 | BOYAmt |
| EOY | $4,494,677 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,599,963 | BOYAmt |
| EOY | $8,659,002 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,874 | BOYAmt |
| EOY | $171,583 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,247 | BOYAmt |
| EOY | $1,557,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $525,136,292 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $275,516,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,668,123 | BOYAmt |
| EOY | $249,619,907 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,965,696 | BOYAmt |
| EOY | $32,558,242 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,685,309 | BOYAmt |
| EOY | $62,863,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,854,787 | BOYAmt |
| EOY | $407,553,159 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,625,574 | BOYAmt |
| EOY | $9,229,742 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,519,361 | BOYAmt |
| EOY | $118,831,270 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,680,452 | BOYAmt |
| EOY | $214,944,787 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,325 | BOYAmt |
| EOY | $40,239 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,545,939 | BOYAmt |
| EOY | $185,986,954 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,417,651 | BOYAmt |
| EOY | $529,032,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$152,210,754 | BOYAmt |
| EOY | -$148,370,326 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,817,951 | BOYAmt |
| EOY | $2,025,623 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,829,939 | BOYAmt |
| EOY | $24,864,870 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$124,562,864 | BOYAmt |
| EOY | -$121,479,833 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,854,787 | BOYAmt |
| EOY | $407,553,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,201,591 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,536,852 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $344,588 | 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 | $1,344,207 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,305,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,070,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $972,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,186,616 | CurrentTaxYearAmt |
| Total | $11,879,651 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,931,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,579,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,138,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,342,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,444,214 | CurrentTaxYearAmt |
| Total | $608,435,352 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,275,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,884,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,209,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,315,043 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,630,830 | CurrentTaxYearAmt |
| Total | $620,315,003 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $620,315,003 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,868,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,003,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,053,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,302,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,923,550 | CurrentTaxYearAmt |
| Total | $10,150,971 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,868,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,003,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,053,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,302,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,923,550 | CurrentTaxYearAmt |
| Total | $10,150,971 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,143,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,887,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,263,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,617,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,554,380 | CurrentTaxYearAmt |
| Total | $630,465,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98390 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98320 | PublicSupportPY509Pct |
| Investment Income CY | 0.01610 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01680 | 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 | $1,440 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,440 | 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 USED FOR LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 15.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| 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 | $24,829,939 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $34,931 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,864,870 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,174,363 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $655,576 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,829,939 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,389,624 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $784,739 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,174,363 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,763,584 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $626,040 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $23,389,624 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,833,100 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$69,516 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $22,763,584 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $14,233,422 | OtherCostOrOtherBasisAmt |
| Book Value | $14,233,422 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $437,714,543 | OtherCostOrOtherBasisAmt |
| Depreciation | $220,742,043 | DepreciationAmt |
| Book Value | $216,972,500 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,921,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,746,846 | DepreciationAmt |
| Book Value | $11,174,495 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,443,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,027,496 | DepreciationAmt |
| Book Value | $6,416,107 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $823,383 | OtherCostOrOtherBasisAmt |
| Book Value | $823,383 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $249,619,907 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN NET ASSETS OF FOUNDATION | $19,249,548 |
| DEFERRED MARKETING COSTS | $1,251,632 |
| OTHER RECEIVABLE | $391,646 |
| INTEREST RECEIVABLE | $161,589 |
| DUE FROM ACOMM | $41,231,396 |
| DEPOSITS AND OTHER ASSETS | $443,383 |
| INVESTMENT IN LAND | $134,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $62,863,386 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| VALUATION SWAP AGREEMENTS | $20,089,619 |
| REFUNDABLE FEES | $1,487,437 |
| OBLIGATION-DEFERRED GIVING | $426,269 |
| CONTINGENT REFUNDABLE ENTRANCE FEE LIABILITY | $157,813,121 |
| PROJECTED REFUND OF STANDARD ENTRANCE FEES | $3,097,456 |
| DEPOSITS FROM PROSPECTIVE RESIDENTS | $3,073,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $185,986,954 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $138,550,249 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,536,852 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,752,834 | OtherRevenueAmt |
| Revenue Not Reported | $4,289,686 | RevenueNotReportedAmt |
| Revenue Subtotal | $134,260,563 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $134,260,563 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $135,467,218 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,408,246 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,408,246 | ExpensesNotReportedAmt |
| Expenses Subtotal | $133,058,972 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $133,058,972 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | ASBURY ATLANTIC, INC. HAS A 15 ACRE FOREST CONSERVATION EASEMENT AGREEMENT 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, OTHER THAN THE LAND, 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 MEMBERS ARE EACH 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. ACOMM HAS IMPLEMENTED PROCESSES TO ENSURE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE'S INTERMEDIATE SANCTIONS PROVISIONS FOR ALL ITS SUPPORTED ORGANIZATIONS, INCLUDING ASBURY ATLANTIC. THIS INCLUDES AN INDEPENDENT REVIEW BY THE COMPENSATION COMMITTEE OF THE BOARD 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 RETURN IS 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 - RECONCILING ITEMS: | VALUE CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION 1,173,154 RENT EXPENSE 29,405 VALUE CHANGES IN DERIVATIVE INSTRUMENTS 1,421,032 VALUE CHANGE UNDER CHARITABLE GIFT ANNUITIES -43,267 NET ASSETS RELEASED FOR PURCHASE OF CAPITAL ITEMS 172,510 TOTAL TO SCHEDULE D, PART XI, LINE 2D 2,752,834 |
| PART XII, LINE 2D - RECONCILING ITEMS: | RENTAL EXPENSES 29,405 TRANSFER TO ACOMM 2,378,841 TOTAL TO SCHEDULE D, PART XII, LINE 2D 2,408,246 |
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 | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUE DACAMARA | ||||||||||||||
| PRESIDENT | $0 | $388,747 | $0 | $27,771 | $0 | $18,463 | $0 | $10,600 | $0 | $10,401 | $0 | $455,982 | $0 | $0 |
| DOUGLAS LEIDIG | ||||||||||||||
| DIRECTOR | $0 | $471,909 | $0 | $66,422 | $0 | $14,556 | $0 | $10,600 | $0 | $14,165 | $0 | $577,652 | $0 | $0 |
| ANDREW JOSEPH | ||||||||||||||
| SECRETARY, ASST. TREASURER | $0 | $206,990 | $0 | $15,290 | $0 | $8,662 | $0 | $8,074 | $0 | $14,165 | $0 | $253,181 | $0 | $0 |
| ANDREW APPLEGATE | ||||||||||||||
| VICE PRESIDENT | $0 | $181,577 | $0 | $7,488 | $0 | $8,705 | $0 | $7,751 | $0 | $10,843 | $0 | $216,364 | $0 | $0 |
| HENRY MOEHRING | ||||||||||||||
| VICE PRESIDENT - END 4/22/16 | $132,167 | $0 | $11,212 | $0 | $5,774 | $0 | $4,394 | $0 | $4,498 | $0 | $158,045 | $0 | $0 | $0 |
| MELISSA HADLEY | ||||||||||||||
| VICE PRESIDENT | $0 | $248,971 | $0 | $9,654 | $0 | $10,295 | $0 | $9,490 | $0 | $13,165 | $0 | $291,575 | $0 | $0 |
| JIM SCHNEIDER | ||||||||||||||
| VICE PRESIDENT | $173,610 | $0 | $8,615 | $0 | $11,926 | $0 | $5,604 | $0 | $11,492 | $0 | $211,247 | $0 | $0 | $0 |
| ROBIN STERN | ||||||||||||||
| VICE PRESIDENT | $0 | $197,393 | $0 | $7,360 | $0 | $9,831 | $0 | $7,973 | $0 | $13,588 | $0 | $236,145 | $0 | $0 |
| KIM EHRENFRIED | ||||||||||||||
| ASST. TREASURER | $0 | $192,068 | $0 | $14,523 | $0 | $4,108 | $0 | $8,122 | $0 | $14,165 | $0 | $232,986 | $0 | $0 |
| PEGGY CRESPI KAPLAN | ||||||||||||||
| VP, ASST. SECRETARY | $0 | $327,885 | $0 | $26,685 | $0 | $10,866 | $0 | $10,600 | $0 | $10,401 | $0 | $386,437 | $0 | $0 |
| BRAD ANDRUS | ||||||||||||||
| ASST. SECRETARY | $118,556 | $37,093 | $5,370 | $0 | $378 | $122 | $5,183 | $1,539 | $10,589 | $2,576 | $140,076 | $41,330 | $0 | $0 |
| RHONDA TERANTO | ||||||||||||||
| TREASURER | $0 | $190,288 | $0 | $14,454 | $0 | $21,901 | $0 | $8,506 | $0 | $13,480 | $0 | $248,629 | $0 | $0 |
| BRIAN GRUNDUSKY | ||||||||||||||
| VICE PRESIDENT | $175,663 | $0 | $5,913 | $0 | $2,867 | $0 | $5,599 | $0 | $5,599 | $0 | $195,641 | $0 | $0 | $0 |
| MICHAEL CONNELL | ||||||||||||||
| TREASURER | $0 | $281,488 | $0 | $26,428 | $0 | $125,709 | $0 | $10,103 | $0 | $14,165 | $0 | $457,893 | $0 | $0 |
| SUSAN MOYER | ||||||||||||||
| VICE PRESIDENT | $0 | $170,597 | $0 | $3,667 | $0 | $3,079 | $0 | $6,976 | $0 | $0 | $0 | $184,319 | $0 | $0 |
| DOUG MYERS | ||||||||||||||
| PRESIDENT & CEO, FOUNDATION | $225,145 | $0 | $8,885 | $0 | $9,727 | $0 | $9,447 | $0 | $13,742 | $0 | $266,946 | $0 | $0 | $0 |
| BRENT BAYES | ||||||||||||||
| DIRECTOR SALES & MKTG | $127,738 | $0 | $37,600 | $0 | $392 | $0 | $6,831 | $0 | $14,165 | $0 | $186,726 | $0 | $0 | $0 |
| JEREMIAH SHUMAN | ||||||||||||||
| SR DIRECTOR DEVELOPMENT | $144,749 | $0 | $7,500 | $0 | $4,775 | $0 | $6,242 | $0 | $14,509 | $0 | $177,775 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF ASBURY COMMUNITIES, INC. FOR 2016, THE BOARD DELEGATED AUTHORITY FOR ALL DISQUALIFIED PERSONS COMPENSATION, INCLUDING THE CEO, TO THE COMPENSATION COMMITTEE. |
| PART I, LINE 4A | MICHAEL CONNELL RECEIVED $116,918 UPON SEPARATING FROM ASBURY COMMUNITIES, INC., A RELATED ORGANIZATION. |
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 |
|---|---|---|---|---|---|---|---|---|
| CITY OF GAITHERSBURG (MD) | ||||||||
| A | 526000792 | 363128BL2 | 2006-11-30 | $73,400,702 | CURRENT REFUNDING | 0 | 0 | Yes (1) |
| CITY OF GAITHERSBURG (MD) | ||||||||
| B | 526000792 | 363128CB3 | 2009-12-16 | $18,837,005 | CURRENT REFUNDING | 0 | 0 | Yes (1) |
| CUMBERLAND COUNTY MUNICIPAL AUTHORITY (PA) | ||||||||
| C | 236003119 | 230614FK0 | 2010-11-10 | $73,542,289 | CURRENT REFUNDING | 0 | 0 | 0 |
| CUMBERLAND COUNTY MUNICIPAL AUTHORITY (PA) | ||||||||
| D | 236003119 | 230614GK9 | 2012-10-31 | $52,585,767 | CURRENT REFUNDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $73,400,702 | $6,768,263 | $1,416,958 | $65,215,481 | 2006 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $11,390,699 | $576,770 | $376,740 | $17,883,495 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | $7,446,306 |
| C | $68,939,999 | $6,498,922 | $1,470,845 | $65,572,522 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | $4,602,290 |
| D | $50,205,000 | $2,339,434 | $1,051,715 | $49,194,618 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $2,380,767 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00470 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00470 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
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 |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 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 |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CITY OF GAITHERSBURG (MD) DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2016 |
| SCHEDULE K, PART I, ROW A, COLUMN (E): | THE ORGANIZATION IS A MEMBER OF AN OBLIGATED GROUP. THE ENTRIES SHOWN IN COLUMN (E) REPRESENTS THE PORTION OF THE TOTAL ISSUE PRICE ALLOCATED TO THE ORGANIZATION. |
| SCHEDULE K, PART II, ROW A, LINES 4 AND 7: | THESE AMOUNTS REPRESENT A PRO RATA PORTION OF THE TOTAL BASED ON THE PORTION OF THE TOTAL ISSUE PRICE ALLOCATED TO THE ORGANIZATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF GAITHERSBURG (MD) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 526000792 | BondIssuerEIN |
| CUSIP | 363128CF4 | CUSIPNum |
| Bond Issued | 2014-04-09 | BondIssuedDt |
| Issue Price | $15,945,241 | IssuePriceAmt |
| Purpose | CURRENT REFUNDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,030,241 | RetiredAmt |
| Total Proceeds | $14,915,000 | TotalProceedsAmt |
| Other Spent Proceeds | $15,945,241 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 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 CONTRIBUTIONS ARE PRIMARILY FOCUSED ON: - SUPPORTING SENIOR WELLNESS IN THE REGIONS WHERE WE OPERATE; AND - TRAINING THE NEXT GENERATION OF AGING SERVICES PROFESSIONALS. 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. HIGHLIGHTS OF THIS YEAR'S COMMUNITY BENEFIT ACCOMPLISHMENTS AT EACH ASBURY ATLANTIC COMMUNITY INCLUDE THE FOLLOWING: ASBURY METHODIST VILLAGE IN THE AREA OF TRAINING FUTURE GENERATIONS OF CAREGIVERS, ASBURY METHODIST VILLAGE(AMV) PROVIDED MENTORING AND TRAINING IN ADMINISTRATIVE, SOCIAL WORK AND PASTORAL CARE SERVICES FOR STUDENTS AT MONTGOMERY COLLEGE, LOYOLA, AND THE UNIVERSITY OF MARYLAND. AMV HOSTED 14 HOWARD UNIVERSITY DOCTORAL PHYSICAL THERAPY STUDENTS AND PROVIDED SEMINAR ON WELLNESS SERVICES AND HOW IT PARTNERS WITH PHYSICAL THERAPY SERVICES ON CAMPUS. AMV DONATED MEETING SPACE FOR MORE THAN 20 NON-PROFIT, COMMUNITY ORGANIZATIONS THROUGHOUT THE YEAR. THOUGH THE MAJORITY OF THIS GROUP'S EFFORTS BENEFIT YOUTH, THIS RESIDENT-CREATED AND RUN COLLABORATION WITH GAITHERSBURG AND MONTGOMERY COUNTY(GAITHERSBURG BELOVED COMMUNITY INITIATIVE) DEVOTED HUNDREDS OF HOURS TO MENTORING AREA AT RISK CHILDREN, HOSTING PARTIES AT ASBURY'S POOL AND OTHER STRUCTURED FITNESS ACTIVITIES. THIS INTERGENERATIONAL MENTORING PROGRAM IS FOCUSED ON THE DEVELOPMENT OF CHARACTER IN THE YOUNG PEOPLE. ASBURY METHODIST VILLAGE HOSTED A CONVERSATIONAL ENGLISH GROUP WITH 15 LATINO MOTHERS FROM THE GAITHERSBURG AREA WHEREBY THEY MET WEEKLY TO STUDY THEIR ENGLISH WITH ASBURY RESIDENTS. STUDENTS FROM GAITHERSBURG ELEMENTARY SCHOOL WERE TRANSPORTED TO AMV TO PARTICIPATE IN AN INTER-GENERATIONAL MENTORING PROGRAM WHOSE FOCUS IS THE DEVELOPMENT OF CHARACTER IN THE YOUNG PEOPLE. SUPPORTED MEALS ON WHEELS AND THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS SHELTER WITH FOOD PREPARATION AND STRATEGIC PLANNING SPACE. AMV ASSOCIATES VOLUNTEERED 2 TIMES DURING 2016 AT THE MANNA FOOD BANK WHERE THEY HELPED SORT DONATED FOOD. AMV DONATED $5,000 TO THE GAITHERSBURG-WASHINGTON GROVE VOLUNTEER FIRE DEPARTMENT. AMV ASSOCIATES COLLECTED SCHOOL SUPPLIES AND BACKPACKS FOR STUDENTS THAT ATTEND SUMMIT HALL ELEMENTARY SCHOOL IN GAITHERSBURG. COLLECTED ENOUGH TO FILL 150 BACKPACKS AND DONATED 48 CHRISTMAS GIFTS FOR CHILDREN IN THE PROGRAM. ASBURY METHODIST VILLAGE EARNED A GOLD LEVEL CITY OF GAITHERSBURG ENVIRONMENTAL AWARD FOR THE SECOND YEAR IN A ROW FOR ITS ROBUST RECYCLING PROGRAM AND ONGOING WILDLIFE HABITAT COUNCIL CERTIFICATION. BETHANY VILLAGE IN THE AREA OF TRAINING THE NEXT GENERATION OF PROFESSIONALS, THE FOLLOWING OCCURRED. PROVIDED TRAINING FOR CERTIFIED NURSING ASSISTANTS, LICENSED PRACTICAL NURSES, REGISTERED NURSES, MARKETING, SOCIAL WORK AND HEALTHCARE MANAGEMENT STUDENTS AT BLOOMSBURG, HARRISBURG AREA COMMUNITY COLLEGE, MESSIAH COLLEGE AND PENN STATE AND SLIPPERY ROCK AND TEMPLE UNIVERSITIES. ORGANIZED AND RAISED $6,891 FOR THE AREA CHAPTER OF THE ALZHEIMER'S ASSOCIATION THOUGH A ROCK-A-THON AND DONATED $2,000 FOR THE ASSOCIATION'S WALK TO END ALZHEIMER'S. HOSTED SUPPORT GROUPS FOR FAMILY MEMBERS AND OTHER CAREGIVERS OF PEOPLE WITH ALZHEIMER'S DISEASE. BETHANY VILLAGE DONATED MEETING SPACE FOR MORE THAN 20 NON-PROFIT, COMMUNITY ORGANIZATIONS THROUGHOUT THE YEAR. IN CONJUNCTION WITH VOLUNTEERS OF AMERICA AND COMMUNITY AID, BETHANY VILLAGE ASSOCIATES COLLECTED, STORED AND ARRANGED FOR PICK-UP OF DONATED CLOTHING. THE EXECUTIVE DIRECTOR OF BETHANY VILLAGE SERVES ON THE LEADING AGE PA BOARD OF DIRECTORS.LEADING AGE IS A NOT-FOR-PROFIT ENTITY THAT REPRESENTS NOT-FOR-PROFIT SENIOR LIVING PROVIDERS ACROSS THE STATE OF PA. BETHANY VILLAGE HOSTED A FOOD DRIVE TO COLLECT FOOD AND MONETARY GIFTS TO BENEFIT THE UNDERPRIVILEGED SERVED BY NEW HOPE MINISTRIES. BETHANY VILLAGE DONATED 361 POUNDS OF FOOD. IN ADDITION TO DONATIONS FROM STAFF AND RESIDENTS. A BETHANY VILLAGE ASSOCIATE VOLUNTEERED AT NEW HOPE MINISTRIES FOOD PANTRY THROUGHOUT THE YEAR. FINALLY, IN THE AREA OF ENVIRONMENTAL SUSTAINABILITY, BETHANY VILLAGE CONTINUED THEIR COMMUNITY-WIDE RECYCLING PROGRAM INVOLVING THE DAILY COLLECTION OF SODA CAN TABS, PAPER, GLASS, METAL AND PLASTIC THROUGHOUT THE YEAR. BETHANY VILLAGE CONTINUES TO REDUCE ITS KILOWATTS PER HOUR BY CONVERTING TO LED LIGHTING AND AUTOMATING TEMPERATURE CONTROL FOR ITS MAIN KITCHEN REFRIGERATION. SPRINGHILL PROVIDED TRAINING AND RESEARCH ASSISTANCE FOR NURSING AND REHABILITATIVE THERAPY STUDENTS AT GANNON, MERCYHURST, AND EDINBORO UNIVERSITIES. SPRINGHILL ASSOCIATES PARTICIPATED IN THE ADOPT-A-HIGHWAY HIGHWAY CLEAN- UP PROJECT. SPRINGHILL ASSOCIATES WERE ALSO ACTIVE MEMBER OF THE ALZHEIMER'S ASSOCIATION AND ALZHEIMER'S ASSOCIATION SUPPORT GROUP. ADDITIONALLY, $2,368 WAS RAISED FOR AND ASSOCIATES HELPED ORGANIZE WALK TO END ALZHEIMER'S. PLANNED, ORGANIZED, INVITED, AND SET UP PARKINSON'S PARTNERS HEALTH FAIR THAT SUPPORTS RESIDENTS IN THE COMMUNITY AND INDIVIDUALS OUTSIDE THE COMMUNITY THAT CARE FOR OR HAVE PARKINSON'S. SNF ADMINISTRATOR VOLUNTEERED AS A SURVEYOR FOR A CARF/CCAC SURVEYS AT A CCRC'S IN MARYLAND, FLORIDA AND NORTH CAROLINA. SPRINGHILL ASSOCIATE VOLUNTEERS AT THE LOCAL FIRE DEPARTMENT PROVIDING FIRE FIGHTING, RESCUE, AND EMS RESPONSES. 10 SPRINGHILL ASSOCIATES ASSISTED WITH THE PREPARATION AND FOOD COLLECTION FOR A FOOD DRIVE FOR THE HARVEST FOOD BANK BY MANNING STATIONS THROUGHOUT THE ERIE COMMUNITY TO COLLECT FOOD AT THE DROP OFF STATIONS. AN ASSOCIATE PARTICIPATED IN THE WEST COUNTY PARAMEDIC BOARD MEETINGS AND SERVED ON THE ERIE PUBLIC SAFETY ADVISORY COMMITTEE. SPRINGHILL ASSOCIATES WERE ALSO ACTIVE MEMBERS OF THE HEALTHCARE VENTURES ALLIANCE AND THE AMERICAN HEART ASSOCIATION. SPRINGHILL REDUCED ITS LAWN FERTILIZATION BY 20 PERCENT TO LOWER THE AMOUNT OF NITROGEN INTO LOCAL WATERWAYS AND REPLACED ITS USE OF STYROFOAM TO-GO CONTAINERS WITH USABLES. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CAN ACT IN PLACE OF THE BOARD BETWEEN MEETINGS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. WE HAVE REPORTED SEVEN INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY. THE NON-INDEPENDENT BOARD MEMBERS CONSIST OF ONE EMPLOYEE OF ASBURY COMMUNITIES, INC., AND INVESTMENT ADVISORY TO THE ASBURY COMMUNITIES, INC. 401(K) PLAN, ONE RESIDENT OF ASBURY SOLOMONS, INC., ONE RESIDENT OF BETHANY VILLAGE AND ONE RESIDENT OF ASBURY METHODIST VILLAGE. |
| 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. |
| FORM 990, PART VI, SECTION B, LINE 11B | ASBURY COMMUNITIES, INC. IS THE SOLE MEMBER OF ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AN OKLAHOMA NOT FOR PROFIT CORPORATION, CALVERT COUNTY NURSING CENTER, INC., ASBURY, INC., AND ASBURY HCBS, INC. ASBURY COMMUNITIES, INC. HAS A SYSTEM WIDE AUDIT COMMITTEE. THE ASBURY COMMUNITIES, INC. BOARD OF DIRECTORS HAS DELEGATED A REVIEW OF THE FORM 990 TO THE SYSTEM AUDIT COMMITTEE WHICH PERFORMED THEIR REVIEW ON 10/25/17. THE ASBURY COMMUNITIES, INC., FOUNDATION, ASBURY ATLANTIC, ASBURY SOLOMONS, ASBURY COMMUNITIES HCBS, CALVERT COUNTY NURSING CENTER, ASBURY, INC., AND INVERNESS VILLAGE 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 AUDIT 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 AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASBURY COMMUNITIES CONFLICT OF INTEREST POLICY WAS APPROVED BY THE BOARD OF DIRECTORS. THE 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 AUDIT AND COMPLIANCE COMMITTEE AND REPORTS QUARTERLY TO THE AUDIT AND COMPLIANCE COMMITTEE, ANALYZES ALL DISCLOSURE FORMS FOR POTENTIAL CONFLICTS, AND PREPARES A REPORT FOR THE SYSTEM-WIDE AUDIT AND COMPLIANCE COMMITTEE. A REPORT WAS MADE TO THE BOARD THAT THERE WERE NO CONFLICTS DURING 2016. WHEN AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARISES INVOLVING A BOARD OR COMMITTEE MEMBER, THE AUDIT AND COMPLIANCE COMMITTEE IS INFORMED AND WILL FOLLOW SPECIFIC PROTOCAL OUTLINED IN THE CONFLICT OF INTEREST POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SYSTEM WIDE COMPENSATION COMMITTEE MEETS WITH THE INDEPENDENT COMPENSATION CONSULTANT, AND BASED ON INFORMATION PROVIDED TO THE COMMITTEE MAKES RECOMMENDATIONS REGARDING COMPENSATION AND BENEFITS TO THE EXECUTIVE COMMITTEE WHICH IS CHARGED BY THE FULL BOARD WITH DECISIONS REGARDING COMPENSATION. THE INDEPENDENT COMPENSATION CONSULTANTS AND ATTORNEY ARE ALSO PRESENT AT THE MEETING OF THE EXECUTIVE COMMITTEE AT WHICH THE EXECUTIVE COMMITTEE CONSIDERS THE RECOMMENDATION OF THE COMPENSATION COMMITTEE. AT THIS MEETING THE EXECUTIVE COMMITTEE RECEIVES ALL OF THE SAME INFORMATION WHICH WAS PRESENTED TO THE COMPENSATION COMMITTEE AND HAS THE OPPORTUNITY TO ASK QUESTIONS AND EVALUATE THE MATERIALS. THE FULL BOARD(S) OF ASBURY COMMUNITIES HAS A PRESENTATION ONCE A YEAR ON EXECUTIVE COMPENSATION AND BENEFITS. THE PRESIDENT IS PRESENT TO GIVE BOARD MEMBERS AN OPPORTUNITY TO ASK QUESTIONS AND TO PROVIDE SALARIES AND GRADE LEVELS FOR THEIR REVIEW. THE SYSTEM WIDE COMPENSATION COMMITTEE IS COMPOSED OF 5 VOTING MEMBERS, THE VICE-PRESIDENT OF HUMAN RESOURCES (NON-VOTING), A RETAINED ATTORNEY (NON-VOTING; RECORDS PROCEEDINGS IN MINUTES), AND IS ADVISED BY SULLIVAN COTTER (A COMPENSATION CONSULTING FIRM). THE SYSTEM WIDE COMPENSATION COMMITTEE HAS DEVELOPED AND USES A COMPENSATION PHILOSOPHY DOCUMENT WHICH ESTABLISHES GUIDELINES FOR COMPENSATION AND IDENTIFIES COMPARABLE DATA. THE COMMITTEE HOLDS A MINIMUM OF 4 MEETINGS EACH YEAR. AT THE FALL MEETING THEY REVIEW SULLIVAN COTTER DATA AND REPORTS IN ORDER TO MAKE RECOMMENDATIONS REGARDING SALARIES AND BENEFITS. THIS ANNUAL REVIEW ALSO ENSURES COMPLIANCE WITH IRS INTERMEDIATE SANCTIONS REQUIREMENTS. THE BOARD OF DIRECTORS ULTIMATELY REVIEWS/APPROVES/ AND OR ADJUSTS RECOMMENDATIONS FROM THE SYSTEM-WIDE COMPENSATION COMMITTEE AND SETS COMPENSATION. THE PROCESS WAS LAST REVIEWED IN 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE IN THE RESIDENT LIBRARIES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON OUR WEBSITE. |
| 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 2,200 TOTAL EMPLOYEES IN THE ASBURY COMMUNITIES, INC. SYSTEM. THE 2016 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES OF $212.4 MILLION AND TOTAL ASSETS IN EXCESS OF $642 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 LOSS ON CHANGE IN MARKET VALUE OF DERIVATIVE INSTRUMENTS 1,421,032. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION, INC 1,173,154. CHANGE IN VALUE OF OBLIGATIONS UNDER CHARITABLE GIFT ANNUITIES -43,267. TRANSFER TO ACOMM -2,378,841. NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASE OF CAPITAL ITEMS 172,510. |
| 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 (8 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 | |
| INVERNESS VILLAGE | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 731539802 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | OK | 501(C)(3) | LINE 10 | 0 | ASBURY COMMUNITIES INC |
| ASBURY SOLOMONS INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 521862675 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | MD | 501(C)(3) | LINE 10 | 0 | ASBURY COMMUNITIES INC |
| 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 | HOME CARE FOR OLDER ADULTS | MD | 501(C)(3) | LINE 10 | 0 | ASBURY COMMUNITIES INC |
| CALVERT COUNTY NURSING CENTER INC | ||||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 520890928 | HOUSING AND 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 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| THE ASBURY GROUP INC | |||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 205038820 | MANAGEMENT SERVICES | DE | ASBURY COMMUNITIES INC | C | 0 |
| TAG MARKETING LLC | |||||||||
| 5285 WESTVIEW DRIVE 200 | FREDERICK | MD | 21703 | 262896006 | MARKETING SRVCS | 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 |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV | FormAndLineReferenceDesc |
| Explanation | TAG MARKETING, LLC WAS DISSOLVED ON JUNE 1, 2016. | ExplanationTxt |