ASBURY COMMUNITIES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY COMMUNITIES INC (EIN 52-1862677)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-05
- IRS object ID
- 201443099349301389
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-05T15:25:05-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WGERMANTOWN PIKE STE400 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521862677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY COMMUNITIES INC | BusinessNameLine1 |
| 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 | 20030 CENTURY BLVD NO 300 | AddressLine1 |
| City | GERMANTOWN | City |
| State | MD | State |
| ZIP Code | 208741112 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM EHRENFRIED | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 3012502100 | PhoneNum |
| Signature | 2014-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNADETTE O'TOOLE CPA | PreparerPersonNm |
| PTIN | P00229258 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWIN C THOMAS III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20030 CENTURY BLVD NO 300 | AddressLine1 |
| City | GERMANTOWN | City |
| State | MD | State |
| ZIP Code | 208741112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,218,557 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASBURY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | DOING ALL THE GOOD WE CAN BY PROVIDING EXCEPTIONAL LIFESTYLE OPPORTUNITIES TO THOSE WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 80 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $19,149 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,754,973 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,747,254 | CYProgramServiceRevenueAmt |
| PY Investment Income | $850,755 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,248,581 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,605,728 | PYTotalRevenueAmt |
| CY Total Revenue | $10,995,835 | 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 | $9,478,631 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,567,776 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,421,501 | PYOtherExpensesAmt |
| CY Other Expenses | $3,171,764 | CYOtherExpensesAmt |
| PY Total Expenses | $12,900,132 | PYTotalExpensesAmt |
| CY Total Expenses | $12,739,540 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,294,404 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,743,705 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,945,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,920,371 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,187,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,743,438 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,758,213 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,176,933 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | DOING ALL THE GOOD WE CAN BY PROVIDING EXCEPTIONAL LIFESTYLE OPPORTUNITIES TO THOSE WE SERVE.AS THE NOT-FOR-PROFIT PARENT OF THE ASBURY SYSTEM, WE GUIDE OUR COMMUNITIES AND AFFILIATED ORGANIZATIONS IN PROVIDING THE BEST POSSIBLE EXPERIENCE FOR THE OLDER ADULTS WE SERVE, AS WELL AS FAMILIES, EMPLOYEES, VOLUNTEERS AND PARTNERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,926,765 | ExpenseAmt |
| Revenue | $9,747,254 | RevenueAmt |
| Desc | PROVIDED ADMINISTRATIVE AND MANAGEMENT SERVICES TO SUPPORTED ORGANIZATIONS LOCATED IN PENNSYLVANIA, OKLAHOMA AND MARYLAND. THESE SUPPORTED ORGANIZATIONS ARE CONTINUING CARE RETIREMENT COMMUNITIES WHICH INCLUDE RESIDENTIAL LIVING UNITS FOR THE AGED, ASSISTED LIVING UNITS AND SKILLED NURSING FACILITIES. IN ADDITION, ASBURY COMMUNITIES, INC. PROVIDES MANAGEMENT SERVICES TO ASBURY COMMUNITIES HCBS, INC. WHICH PROVIDES HOME CARE SERVICES FOR THE AGED. ALL OF THE SUPPORTED ORGANIZATIONS ARE NOT FOR PROFIT 501(C) (3) TAX EXEMPT ORGANIZATIONS. A PORTION OF THE $9.7M ASBURY COMMUNITIES REVENUE IS FOR MANAGEMENT SERVICES CONTRACTED TO AND PAID FOR BY THE ASBURY GROUP, INC., A WHOLLY OWNED SUBSIDIARY OF ASBURY COMMUNITIES, INC. | Desc |
| Total Program Service Expenses | $10,926,765 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 379 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 80 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | MICHAEL CONNELL CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012502100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20030 CENTURY BLVD STE 300 | AddressLine1 |
| City | GERMANTOWN | City |
| State | MD | State |
| ZIP Code | 20874 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ELLEN M GOITA | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR ROBERT BURKE | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LLOYD B HARRISON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BOYD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY ERNICO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP T GOLDSTEIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MEARLE L GRIFFITH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROCHELLE L KROWINSKI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY ORTMEYER KUHN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL BRYDEN MOORE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM RUTH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LOWELL STARLING | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA NEUMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN STAMATAKIS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LOU GRAMMES | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY CRESPI KAPLAN | ||||||||
| VP, SECRETARY | 60.00 | 6.00 | Yes (X) | $333,343 | $0 | $17,611 | ||
| ANDREW JOSEPH | ||||||||
| ASST. SECRETARY/ASST. TREA | 50.00 | 6.00 | Yes (X) | $212,139 | $0 | $19,259 | ||
| DOUG LEIDIG | ||||||||
| ASST. SECRETARY/ASST. TREA | 60.00 | 6.00 | Yes (X) | $398,297 | $0 | $20,067 | ||
| BRAD REYNOLDS | ||||||||
| VP, ASST. SECRETARY | 50.00 | 6.00 | Yes (X) | $254,093 | $0 | $20,228 | ||
| MICHAEL CONNELL | ||||||||
| VP, TREASURER | 60.00 | 6.00 | Yes (X) | $376,471 | $0 | $20,067 | ||
| KIM EHRENFRIED | ||||||||
| ASST. TREASURER | 60.00 | 6.00 | Yes (X) | $177,908 | $0 | $18,072 | ||
| SUE DACAMARA | ||||||||
| VICE PRESIDENT | 60.00 | 6.00 | Yes (X) | $337,436 | $0 | $17,611 | ||
| ANN E GILLESPIE | ||||||||
| VICE PRESIDENT | 60.00 | 6.00 | Yes (X) | $326,825 | $0 | $20,067 | ||
| CHIP BURNS | ||||||||
| VICE PRESIDENT | 6.00 | 60.00 | Yes (X) | $0 | $311,538 | $20,067 | ||
| DOUG FLEEGLE | ||||||||
| VICE PRESIDENT | 50.00 | 6.00 | Yes (X) | $25,859 | $0 | $1,370 | ||
| EDWIN C THOMAS III | ||||||||
| PRESIDENT/CEO | 60.00 | 6.00 | Yes (X) | $574,671 | $0 | $17,611 | ||
| MEREDITH BOYLE | ||||||||
| CHIEF MARKETING OFFICER | 60.00 | 0.00 | Yes (X) | $396,338 | $0 | $20,067 | ||
| MICHAEL L REYNOLDS | ||||||||
| DIRECTOR OF PROJECT DEVELO | 50.00 | 0.00 | $230,003 | $0 | $19,324 | Yes (X) | ||
| CATHY RITTER | ||||||||
| VP-MARKETING | 50.00 | 0.00 | $202,495 | $0 | $16,717 | Yes (X) | ||
| RHONDA TERANTO | ||||||||
| VP-FINANCIAL STRATEGIES | 55.00 | 1.00 | $184,628 | $0 | $18,151 | Yes (X) | ||
| PAULA GALLIANI | ||||||||
| DIRECTOR OF FINANCIAL PLANNING | 50.00 | 0.00 | $152,595 | $0 | $16,331 | Yes (X) | ||
| ROBIN STERN | ||||||||
| REGIONAL DIRECTOR OF OPS | 50.00 | 0.00 | $174,363 | $0 | $18,059 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,357,464 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $311,538 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $300,679 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ULTIMATE SOFTWARE GROUP INC | |||||
| 1485 NORTH PARK DRIVE | WESTON | FL | 33326 | PAYROLL SERVICES | $208,416 |
| DUGGAN & ASSOCIATES | |||||
| 24536 FOSSEN ROAD | DAMASCUS | MD | 20872 | LEADERSHIP TRAINING & DEVELOPMENT | $191,311 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | CONTRACT LABOR-TRAINING | $116,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $9,747,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,747,254 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,747,254 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $742,095 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,149 | UnrelatedBusinessRevenueAmt |
| Exclusion | $722,946 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,729,208 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,222,722 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $506,486 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $506,486 | TotalRevenueColumnAmt |
| Exclusion | $506,486 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,995,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,747,254 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,149 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,229,432 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,605,410 | TotalAmt |
| Program Services | $3,013,128 | ProgramServicesAmt |
| Management And General | $592,282 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,947,238 | TotalAmt |
| Program Services | $4,775,478 | ProgramServicesAmt |
| Management And General | $171,760 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,031 | TotalAmt |
| Program Services | $117,946 | ProgramServicesAmt |
| Management And General | $2,085 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,603 | TotalAmt |
| Program Services | $368,728 | ProgramServicesAmt |
| Management And General | $84,875 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,494 | TotalAmt |
| Program Services | $420,427 | ProgramServicesAmt |
| Management And General | $21,067 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,012 | TotalAmt |
| Program Services | $36,324 | ProgramServicesAmt |
| Management And General | $55,688 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,796 | TotalAmt |
| Management And General | $295,796 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,073 | TotalAmt |
| Program Services | $797,655 | ProgramServicesAmt |
| Management And General | $226,418 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,970 | TotalAmt |
| Program Services | $179,970 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,224 | TotalAmt |
| Program Services | $761,757 | ProgramServicesAmt |
| Management And General | $25,467 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,693 | TotalAmt |
| Program Services | $28,693 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,271 | TotalAmt |
| Program Services | $1,857 | ProgramServicesAmt |
| Management And General | $414 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,792 | TotalAmt |
| Program Services | $210,770 | ProgramServicesAmt |
| Management And General | $12,022 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,375 | TotalAmt |
| Management And General | $211,375 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,086 | TotalAmt |
| Program Services | $46,544 | ProgramServicesAmt |
| Management And General | $542 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $75,990 | $45,184 | $30,806 |
| EDUCATION AND TRAINING | $49,564 | $47,425 | $2,139 |
| REPAIRS AND MAINTENANCE | $23,785 | $21,475 | $2,310 |
| BOOKS AND PERIODICALS | $4,417 | $1,162 | $3,255 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,716 | TotalAmt |
| Program Services | $52,242 | ProgramServicesAmt |
| Management And General | $74,474 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,739,540 | TotalAmt |
| Program Services | $10,926,765 | ProgramServicesAmt |
| Management And General | $1,812,775 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,722 | BOYAmt |
| EOY | $3,269,511 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,089 | BOYAmt |
| EOY | $102,685 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,367,560 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $838,368 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,536 | BOYAmt |
| EOY | $529,192 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,415,074 | BOYAmt |
| EOY | $27,481,276 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,875 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,405,117 | BOYAmt |
| EOY | $7,537,707 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,945,413 | BOYAmt |
| EOY | $38,920,371 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,020,286 | BOYAmt |
| EOY | $15,593,760 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,914 | BOYAmt |
| EOY | $149,678 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,187,200 | BOYAmt |
| EOY | $15,743,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,758,213 | BOYAmt |
| EOY | $23,176,933 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,758,213 | BOYAmt |
| EOY | $23,176,933 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,945,413 | BOYAmt |
| EOY | $38,920,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,743,705 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,707,560 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,545,135 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| ASBURY ATLANTIC INC | |||||
| 520607956 | 09 | Yes (1) | Yes (1) | Yes (1) | $0 |
| ASBURY SOLOMONS INC | |||||
| 521862675 | 09 | Yes (1) | Yes (1) | Yes (1) | $0 |
| INVERNESS VILLAGE | |||||
| 731539802 | 09 | Yes (1) | Yes (1) | Yes (1) | $0 |
| ACOMM HCBS INC | |||||
| 450634490 | 09 | Yes (1) | Yes (1) | Yes (1) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART I, LINE 11H, COLUMN VII | FormAndLineReferenceDesc |
| Explanation | ASBURY COMMUNITIES, INC. PROVIDES SUPPORT THROUGH ITS EXECUTIVE MANAGEMENT FUNCTIONS AS WELL AS POLICY AND OVERALL GUIDANCE TO ITS SUPPORTED ORGANIZATIONS, ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AND ASBURY COMMUNITIES HCBS, INC. THESE SERVICES INCLUDE FINANCE, LEGAL, ACCOUNTING, HUMAN RESOURCES, COMMUNICATIONS, INFORMATION TECHNOLOGY, GOVERNANCE SUPPORT AND MARKETING SUPPORT TO THE SUPPORTED ORGANIZATIONS NOTED ABOVE. FOR THE PURPOSE OF SCHEDULE A PART I LINE 11H(VII), THE AMOUNT OF SUPPORT HAS NOT BEEN ATTRIBUTED TO ANY OF THE INDIVIDUAL SUPPORTED ORGANIZATIONS. HOWEVER, THE ORGANIZATION DOES BELIEVE THE AMOUNT OF SUPPORT PROVIDED TO THESE ENTITIES IS $11,759,784. ALSO INCLUDED IN TOTAL EXPENSES IS $979,756 OF SUPPORT PROVIDED TO THE ASBURY GROUP, INC. FOR WHICH ASBURY COMMUNITIES IS REIMBURSED. THE TOTAL OF THESE AMOUNTS EQUALS $12,739,540-TOTAL EXPENSE REPORTED IN PART IX IN THE FORM 990. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,367,560 | OtherCostOrOtherBasisAmt |
| Depreciation | $838,368 | DepreciationAmt |
| Book Value | $529,192 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $529,192 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM SUPPORTED ORGANIZATIONS | $4,413,911 |
| DEPOSITS | $600,341 |
| OTHER RECEIVABLES | $17,195 |
| DUE FROM THE ASBURY GROUP, INC. | $1,214,644 |
| INVESTMENT IN THE ASBURY GROUP, INC. | $1,291,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,537,707 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,703,395 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,707,560 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,707,560 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,995,835 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,995,835 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,284,675 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,545,135 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,545,135 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,739,540 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,739,540 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ASBURY COMMUNITIES AND AFFILIATES, EXCEPT THE ASBURY GROUP, INC. (TAG), ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC); ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. TAG IS ORGANIZED AS A FOR-PROFIT ENTITY AND IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. INCOME TAXES FOR TAG ARE RECORDED AS DEFERRED TAX ASSETS AND LIABILITIES IN THE ISSUED CONSOLIDATED BALANCE SHEETS TO REFLECT TEMPORARY BOOK AND TAX DIFFERENCES. THE COMPANY HAS IMPLEMENTED PROCESSES TO ENSURE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE INTERMEDIATE SANCTIONS PROVISIONS FOR ALL ITS SUPPORTED ORGANIZATIONS, INCLUDING THE COMPANY. THIS INCLUDES AN INDEPENDENT REVIEW BY THE BOARD'S COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE OF ALL COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS, RETENTION OF OUTSIDE COUNSEL AND OUTSIDE COMPENSATION CONSULTANTS TO PROVIDE INDEPENDENT THIRD-PARTY REVIEW AND ADVISEMENT, AND THE IMPLEMENTATION OF A DETAILED CONFLICT-OF-INTEREST POLICY AND ANNUAL DISCLOSURE PROCESS FOR ALL DISQUALIFIED PERSONS. THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MUST BE RECOGNIZED ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE RESOLUTION. THE COMPANY IS NOT AWARE OF ANY TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMPANY'S RESULTS OF OPERATIONS OR FINANCIAL POSITION. THE COMPANY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE COMPANY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE YEARS 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | TRANSFER FROM ACOMM TO SUPPORTED ORGANIZATIONS 1,545,135. |
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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PEGGY CRESPI KAPLAN | ||||||||||||||
| VP, SECRETARY | $309,779 | $0 | $20,000 | $0 | $3,564 | $0 | $7,650 | $0 | $9,961 | $0 | $350,954 | $0 | $0 | $0 |
| ANDREW JOSEPH | ||||||||||||||
| ASST. SECRETARY/ASST. TREA | $196,492 | $0 | $15,000 | $0 | $647 | $0 | $6,589 | $0 | $12,670 | $0 | $231,398 | $0 | $0 | $0 |
| DOUG LEIDIG | ||||||||||||||
| ASST. SECRETARY/ASST. TREA | $372,487 | $0 | $25,000 | $0 | $810 | $0 | $7,650 | $0 | $12,417 | $0 | $418,364 | $0 | $0 | $0 |
| BRAD REYNOLDS | ||||||||||||||
| VP, ASST. SECRETARY | $246,771 | $0 | $5,000 | $0 | $2,322 | $0 | $7,650 | $0 | $12,578 | $0 | $274,321 | $0 | $0 | $0 |
| MICHAEL CONNELL | ||||||||||||||
| VP, TREASURER | $305,931 | $0 | $70,000 | $0 | $540 | $0 | $7,650 | $0 | $12,417 | $0 | $396,538 | $0 | $0 | $0 |
| KIM EHRENFRIED | ||||||||||||||
| ASST. TREASURER | $170,033 | $0 | $7,500 | $0 | $375 | $0 | $5,655 | $0 | $12,417 | $0 | $195,980 | $0 | $0 | $0 |
| SUE DACAMARA | ||||||||||||||
| VICE PRESIDENT | $310,114 | $0 | $25,000 | $0 | $2,322 | $0 | $7,650 | $0 | $9,961 | $0 | $355,047 | $0 | $0 | $0 |
| ANN E GILLESPIE | ||||||||||||||
| VICE PRESIDENT | $310,485 | $0 | $15,000 | $0 | $1,340 | $0 | $7,650 | $0 | $12,417 | $0 | $346,892 | $0 | $0 | $0 |
| CHIP BURNS | ||||||||||||||
| VICE PRESIDENT | $0 | $289,216 | $0 | $20,000 | $0 | $2,322 | $0 | $7,650 | $0 | $12,417 | $0 | $331,605 | $0 | $0 |
| EDWIN C THOMAS III | ||||||||||||||
| PRESIDENT/CEO | $537,813 | $0 | $30,000 | $0 | $6,858 | $0 | $7,650 | $0 | $9,961 | $0 | $592,282 | $0 | $0 | $0 |
| MEREDITH BOYLE | ||||||||||||||
| CHIEF MARKETING OFFICER | $320,016 | $0 | $74,000 | $0 | $2,322 | $0 | $7,650 | $0 | $12,417 | $0 | $416,405 | $0 | $0 | $0 |
| MICHAEL L REYNOLDS | ||||||||||||||
| DIRECTOR OF PROJECT DEVELO | $216,953 | $0 | $7,000 | $0 | $6,050 | $0 | $6,907 | $0 | $12,417 | $0 | $249,327 | $0 | $0 | $0 |
| CATHY RITTER | ||||||||||||||
| VP-MARKETING | $194,666 | $0 | $6,000 | $0 | $1,829 | $0 | $6,235 | $0 | $10,482 | $0 | $219,212 | $0 | $0 | $0 |
| RHONDA TERANTO | ||||||||||||||
| VP-FINANCIAL STRATEGIES | $176,242 | $0 | $7,500 | $0 | $886 | $0 | $5,734 | $0 | $12,417 | $0 | $202,779 | $0 | $0 | $0 |
| PAULA GALLIANI | ||||||||||||||
| DIRECTOR OF FINANCIAL PLANNING | $151,105 | $0 | $750 | $0 | $740 | $0 | $4,786 | $0 | $11,545 | $0 | $168,926 | $0 | $0 | $0 |
| ROBIN STERN | ||||||||||||||
| REGIONAL DIRECTOR OF OPS | $163,563 | $0 | $10,000 | $0 | $800 | $0 | $5,388 | $0 | $12,671 | $0 | $192,422 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE FULL BOARD IS INFORMED BUT IS NOT TASKED WITH APPROVING. |
| PART I, LINE 4A | KEN NOREEN RECEIVED $6,635 UPON SEPARATING FROM THE ORGANIZATION. |
| PART I, LINE 7 | IN 2009, DURING THE FINANCIAL CRISIS IN THE U.S., ASBURY COMMUNITIES EXECUTIVES AND MANAGEMENT VOLUNTARILY DECLINED PLANNED INCENTIVES EARNED IN 2008 DUE FOR AWARD IN 2009. THE ASBURY PLANNED INCENTIVE COMPENSATION PLAN WAS SUSPENDED BY THE BOARD IN 2009. FOR 2009 THROUGH 2013, SMALLER DISCRETIONARY BONUSES WERE PROVIDED TO EXECUTIVES AND MANAGEMENT IN AMOUNTS SUBSTANTIALLY REDUCED FROM THE PLANNED INCENTIVE COMPENSATION PLAN. IN DECEMBER OF EACH YEAR, THESE DISCRETIONARY BONUSES WERE REVIEWED AND ADOPTED BY THE EXECUTIVE COMMITTEE OF THE ASBURY COMMUNITIES BOARD AND REPORTED TO THE ASBURY COMMUNITIES BOARD OF DIRECTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 | ON THE PART I SUMMARY, LINE 6, WE HAVE LISTED 14 TOTAL VOLUNTEERS. THESE ARE OUR OUTSIDE BOARD OF DIRECTORS THAT DONATE THEIR TIME AND EXPERIENCE. THESE DIRECTORS ARE VOLUNTEERS THAT PERFORM AN INDEPENDENT, OBJECTIVE FUNCTION, KEEPING AN EYE ON THE ORGANIZATION'S STRUCTURE, FINANCES, AND THE RESULTS OF THE CARE AND SERVICES WE DELIVER. |
| FORM 990, PART I, LINE 4 | ON PAGE 1, PART I SUMMARY, LINE 4, WE HAVE REPORTED 13 INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY. THE NON-INDEPENDENT BOARD MEMBERS CONSIST OF ONE EMPLOYEE OF ASBURY AND ONE RESIDENT OF BETHANY VILLAGE. |
| FORM 990, PART III, LINE 4 | AS A NOT-FOR-PROFIT ORGANIZATION, ASBURY COMMUNITIES, INC. IS COMMITTED TO BEING A VALUED PARTNER IN THE REGIONS WHERE IT OPERATES. EACH YEAR, OUR LEADERS AND ASSOCIATES WORK WITH COMMUNITY SERVICE ORGANIZATIONS, HEALTH PROVIDERS AND FOUNDATIONS ON PROGRAMS THAT FOCUS ON FOUR AREAS IN PARTICULAR. THROUGH RESIDENT- AND ASSOCIATE-DIRECTED VOLUNTEER EFFORTS, ASBURY HELPS SPREAD ITS MISSION TO "DO ALL THE GOOD WE CAN" FOR THE GREATER COMMUNITY BY SUPPORTING SUCCESSFUL AGING AND EXPANDING OPPORTUNITIES FOR UNDERSERVED PEOPLE OF ALL AGES. ASBURY DIVIDES ITS COMMUNITY BENEFIT ACTIVITIES INTO FOUR CATEGORIES - BENEVOLENT CARE, TRAINING THE NEXT GENERATION OF LEADERS AND PROFESSIONALS FOR AGING SERVICES, SUPPORTING OTHER LOCAL SENIOR SERVICES, AND GOING GREEN AND SUSTAINABLE. IN ADDITION, ASBURY WORKS IN CONJUNCTION WITH OTHER COMMUNITY ORGANIZATIONS NOT JUST TO BENEFIT THOSE WE SERVE, BUT ALSO TO CONTRIBUTE TO THE OVERALL COMMUNITY OUTSIDE OF ASBURY'S CAMPUSES. BENEVOLENT CARE: ASBURY PROVIDES FINANCIAL SUPPORT TO RESIDENTS WHO OUTLIVE THEIR RESOURCES THROUGH NO FAULT OF THEIR OWN. THIS SUPPORT INCLUDED: ASBURY METHODIST VILLAGE $860,959 ASBURY SOLOMONS $103,561 BETHANY VILLAGE $879,357 INVERNESS VILLAGE $58,769 SPRINGHILL $69,851 TRAINING THE NEXT GENERATION OF LEADERS AND PROFESSIONALS FOR AGING SERVICES: ASBURY WAS ACTIVELY INVOLVED WITH LEADINGAGE, AN ASSOCIATION OF NOT-FOR-PROFIT SENIOR SERVICES, INCLUDING: -24 HOURS OF BOARD SERVICE VOLUNTEERED BY AN ASBURY VICE PRESIDENT -AN ASBURY EXECUTIVE SERVING ON THE AUDIT COMMITTEE OF LEADINGAGE -PARTICIPATION BY 5 ASBURY LEADERS IN THE LEADINGAGE HACKFEST, AN EVENT THAT CHALLENGES TEAMS OF PARTICIPANTS TO "ENGAGE WITH AGE" BY CREATING TECHNOLOGY-DRIVEN TOOLS AIMED AT IMPROVING THE LIVES OF OLDER ADULTS AND THEIR FAMILIES. FOUR OF THE FIVE SERVED AS TEAM LEADERS AND MENTORS TO TEAMS, WITH TWO ASBURY-LED TEAMS PLACING HIGH IN THE COMPETITION. SUPPORTING OTHER LOCAL SENIOR SERVICES: -THE PRESIDENT/CEO OF ASBURY COMMUNITIES, INC. IS A DIRECTOR ON THE BOARD OF THE UNITED METHODIST ASSOCIATION (UMA). -THE ASBURY VICE PRESIDENT/CHIEF FINANCIAL OFFICER SERVES ON THE FINANCIAL ADVISORY PANEL FOR CARF INTERNATIONAL, A NON-PROFIT ACCREDITOR OF HEALTH AND HUMAN SERVICES. -ON THREE SEPARATE OCCASIONS IN 2013, AN ASBURY EXECUTIVE VOLUNTEERED AS SITE SURVEYOR FOR CARF-CCAC, A NATIONAL ACCREDITING ORGANIZATION FOR SENIOR LIVING COMMUNITIES. GOING GREEN AND SUSTAINABLE: -BRICKMAN, THE LANDSCAPING VENDOR FOR ASBURY METHODIST VILLAGE, USES AN ECO-FRIENDLY "GREEN FLEET" TO PERFORM MANY OF ITS ON-CAMPUS SERVICES. -ASBURY SOLOMONS' OYSTER GARDENING PROJECT SURPASSED 500,000 OYSTERS PLANTED ON THE COMMUNITY'S BREAKWATER, FURTHERING THE STATE OF MARYLAND'S RECOVERY EFFORTS FOR THE CHESAPEAKE BAY. -BEGAN FIRST PHASE OF AN ENERGY PROJECT WITH SODEXO, TRACKING COMMUNITIES' ENERGY USAGE IN DIFFERENT AREAS (ELECTRICITY, WATER USAGE, HEATING AND COOLING) AND PROVIDING RECOMMENDATIONS TO FURTHER CONSERVE ENERGY. COMMUNITY SUPPORT: -IN DECEMBER 2013, ASBURY PARTNERED WITH SODEXO FOR A FOOD DRIVE BENEFITTING MANNA FOOD CENTER, A NONPROFIT ORGANIZATION STRIVING TO ELIMINATE HUNGER IN MONTGOMERY COUNTY. -IN AUGUST 2013, ASBURY'S CORPORATE OFFICE WORKED IN CONJUNCTION WITH THE WILSON HEALTH CARE CENTER AT ASBURY METHODIST VILLAGE TO COLLECT SCHOOL SUPPLIES, BACKPACKS AND FINANCIAL SUPPORT FOR STUDENTS AT SUMMIT HALL ELEMENTARY SCHOOL IN GAITHERSBURG. -AN ASBURY STAFF MEMBER PARTNERED WITH THE AMERICAN RED CROSS TO COORDINATE AND RUN FIVE BLOOD DRIVES IN 2013, RESULTING IN 333 UNITS OF BLOOD COLLECTED. -ASBURY WORKS IN CONJUNCTION WITH, AND PROVIDES SUPPORT FOR, COMMUNITY PARTNERS THROUGHOUT THE ASBURY SYSTEM. THESE COMMUNITY ORGANIZATIONS INCLUDE: -ALZHEIMER'S ASSOCIATION -BOY SCOUTS OF AMERICA -BRIGHTFOCUS FOUNDATION -CATHOLIC CHARITIES -IDENTITY LATINO OUTREACH -INTERNATIONAL COUNCIL FOR ACTIVE AGING -ERIE CITY MISSION -GEORGETOWN UNIVERSITY -GEORGE WASHINGTON UNIVERSITY -HOPE'S CROSSING CAMP -LIFE SENIOR SERVICES -LOYOLA UNIVERSITY -MANNA FOOD CENTER -MERCYHURST UNIVERSITY -MONTGOMERY COLLEGE SCHOOL OF NURSING -MONTGOMERY COUNTY PUBLIC SCHOOLS -NATIONAL COUNCIL OF CERTIFIED DEMENTIA PRACTITIONERS -NEW HOPE MINISTRIES -OKLAHOMA STATE UNIVERSITY -PARKINSON PARTNERS -SHADY GROVE ADVENTIST HOSPITAL -WESLEY THEOLOGICAL SEMINARY |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CAN ACT IN PLACE OF THE BOARD BETWEEN MEETINGS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTOR PROVIDES INVESTMENT ADVISORY SERVICES TO THE PRESIDENT/CEO AT AN ARMS LENGTH TRANSACTION BASIS. |
| FORM 990, PART VI, SECTION A, LINE 4 | IN 2013 THE ARTICLES OF AMENDMENT WERE AMENDED TO INCLUDE IN THE ENTITY'S PURPOSE: TO ESTABLISH, MAINTAIN, SUPERVISE, COORDINATE, ASSIST, AND PROVIDE MANAGEMENT SERVICES TO ITS SUPPORTED ORGANIZATIONS SERVING OLDER ADULTS INCLUDING BUT NOT LIMITED TO, STRATEGIC AND LONG RANGE PLANNING, FINANCIAL PROJECTIONS AND MODELING, FINANCIAL SUPPORT TO MEMBERS OF THE OBLIGATED GROUPS FOR WHICH THE CORPORATION IS THE OBLIGATED GROUP AGENT, ACCOUNTING, CASH MANAGEMENT, INVESTMENT POLICY AND STRATEGY, GOVERNANCE, LEGAL, COMPLIANCE, RISK MANAGEMENT, CONTINUOUS QUALITY IMPROVEMENT, HUMAN RESOURCES, WELLNESS SYSTEMS AND MODELS, COMMUNICATIONS, MAKETING AND SALES, PROJECT DEVELOPMENT AND OTHER FUNCTIONS FOR, OR TO CARRY OUT THE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF ITS SUPPORTED ORGANIZATIONS ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AN OKLAHOMA NOT FOR PROFIT CORPORATION, ASBURY FOUNDATION, INC. AND ASBURY COMMUNITIES HCBS, INC. (AND ANY FUTURE ENTITIES WHICH MAY BECOME SUPPORTED ORGANIZATIONS) SO LONG AS SUCH ENTITIES (THE "SUPPORTED ORGANIZATIONS") ARE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) AND DESCRIBED IN SECTIONS 509(A)(1) OR (A)(2) OF THE INTERNAL REVENUE CODE. IN 2013 THE ENTITY AMENDED THEIR BYLAWS BY STATING THAT: THESE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED AND NEW BYLAWS MAY BE ADOPTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS AT ANY REGULAR MEETING OR ANY SPECIAL MEETING CALLED FOR THAT PURPOSE. |
| FORM 990, PART VI, SECTION B, LINE 11 | ASBURY COMMUNITIES IS THE SOLE MEMBER OF ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AN OKLAHOMA NOT FOR PROFIT CORPORATION AND ASBURY COMMUNITIES HCBS, INC. ASBURY COMMUNITIES HAS A SYSTEM WIDE AUDIT COMMITTEE. THE ASBURY COMMUNITIES BOARD OF DIRECTORS HAS DELEGATED A REVIEW OF THE FORM 990 TO THE SYSTEM AUDIT COMMITTEE WHICH PERFORMED THEIR REVIEW ON OCTOBER 16TH. THE ASBURY COMMUNITIES, INC., FOUNDATION, ASBURY ATLANTIC, ASBURY SOLOMONS, ASBURY COMMUNITIES HCBS, AND INVERNESS VILLAGE BOARD OF DIRECTORS WERE FORWARDED A COPY OF THEIR RESPECTIVE DRAFT FORM 990 FOR THEIR REVIEW AND PROVIDED A LINK TO 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 THE STAFF AND AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASBURY COMMUNITIES CONFLICT OF INTEREST POLICY WAS APPROVED BY THE BOARD OF DIRECTORS. THE ASSISTANT GENERAL COUNSEL IS GENERALLY RESPONSIBLE FOR THE POLICY PROCESS. ALL THE ENTITIES WITHIN THE ASBURY COMMUNITIES 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 DISCLOSURE FORM AND IS ADVISED OF THEIR FIDUCIARY OBLIGATIONS. THE COMPLIANCE OFFICER ANALYZES ALL DISCLOSURE FORMS FOR POTENTIAL CONFLICTS, AND PREPARES A REPORT FOR THE SYSTEM-WIDE AUDIT COMMITTEE. A SUMMARY IS THEN PRESENTED TO THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. WHEN A CONFLICT OF INTEREST ARISES, THE INTERESTED PERSON WILL BE PROHIBITED FROM VOTING ON THE SUBJECT MATTER. |
| 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 MAKING DECISIONS REGARDING COMPENSATION. THE FULL BOARD(S) OF ASBURY COMMUNITIES AND ASBURY ATLANTIC EACH HAVE A PRESENTATION ONCE A YEAR ON EXECUTIVE COMPENSATION AND BENEFITS. THE CHIEF PEOPLE OFFICER IS PRESENT TO GIVE BOARD MEMBERS AN OPPORTUNITY TO ASK QUESTIONS AND TO PROVIDE SALARIES AND GRADE LEVELS FOR THEIR REVIEW. THE SYSTEM WIDE COMPENSATION COMMITTEE IS COMPOSED OF 5 VOTING MEMBERS, THE CHIEF PEOPLE OFFICER (NON-VOTING), A RETAINED ATTORNEY (NON-VOTING; RECORDS PROCEEDINGS IN MINUTES), AND IS ADVISED BY TOWERS WATSON (A COMPENSATION CONSULTING FIRM). THE SYSTEM WIDE COMPENSATION COMMITTEE HOLDS A MINIMUM OF 4 MEETINGS EACH YEAR(JAN, MARCH, JULY, AND NOV). IN THE NOVEMBER MEETING THEY REVIEW TOWERS WATSON DATA AND REPORTS IN ORDER TO MAKE RECOMMENDATIONS REGARDING SALARIES AND BENEFITS. THIS ANNUAL REVIEW ALSO ENSURES COMPLIANCE WITH IRS INTERMEDIATE SANCTIONS REQUIREMENTS. THE EXECUTIVE COMMITTEE OF ASBURY COMMUNITIES ULTIMATELY REVIEWS/APPROVES/ AND OR ADJUSTS RECOMMENDATIONS FROM THE SYSTEM WIDE COMPENSATION COMMITTEE AND SETS COMPENSATION. THE PROCESS WAS LAST REVIEWED IN 2013. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON OUR WEBSITE. |
| FORM 990, PART VII, SECTION A | THE COMPENSATION OF ASBURY COMMUNITIES' OFFICERS AND KEY EMPLOYEES AS SHOWN ON THE FORM 990, PART VII, SECTON A, NOT ONLY RELATES TO THEIR RESPONSIBILITIES AT ASBURY COMMUNITIES, INC. BUT ALSO REFLECTS THEIR RESPONSIBILITY TO PROVIDE EXECUTIVE MANAGEMENT FUNCTIONS, AS WELL AS POLICY AND OVERALL GUIDANCE TO ITS SUPPORTED ORGANIZATIONS. THESE ORGANIZATIONS INCLUDE ASBURY ATLANTIC, INC., ASBURY-SOLOMONS, INC., INVERNESS VILLAGE, AN OKLAHMOA NOT-FOR-PROFIT CORPORATION AND ASBURY COMMUNITIES HCBS, INC. ASBURY COMMUNITIES, INC., THE SUPPORTING PARENT COMPANY ALONE HAD 67 EMPLOYEES AS OF 12/31/2013. THE FORM 990, PART VII, SECTION A, HAS 22 INDIVIDUALS EARNING $100,000 OR MORE. ASBURY HAS A HIGH PERCENTAGE OF HIGHLY COMPENSATED INDIVIDUALS SINCE THESE SUPPORT POSITIONS ARE NOT STAFFED AT THE AFFILIATE LEVEL. THESE ASBURY COMMUNITIES, INC. EXECUTIVES PROVIDE GUIDANCE AND SUPPORT FOR ALL OF OUR SUPPORTED ORGANIZATIONS WHICH HAVE OVER 1,900 TOTAL EMPLOYEES. THE 2013 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES OF $173.6 MILLION AND TOTAL ASSETS IN EXCESS OF $562 MILLION. |
| FORM 990, PART XI, LINE 9: | TRANSFERS TO AND FROM SUPPORTED ORGANIZATIONS -1,545,135. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT MADE ANY CHANGES TO ITS OVERSIGHT OR SELECTION PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ASBURY ATLANTIC INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 520607956 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | MD | 501(C)(3) | LINE 9 | ASBURY COMMUNITIES INC | Yes (1) |
| INVERNESS VILLAGE | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 731539802 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | OK | 501(C)(3) | LINE 9 | ASBURY COMMUNITIES INC | Yes (1) |
| ASBURY SOLOMONS INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 521862675 | HOUSING AND HEALTHCARE FOR OLDER ADULTS | MD | 501(C)(3) | LINE 9 | ASBURY COMMUNITIES INC | Yes (1) |
| ASBURY FOUNDATION INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 521862674 | RAISING FUNDS FOR CHARITY CARE | MD | 501(C)(3) | LINE 7 | ASBURY COMMUNITIES INC | Yes (1) |
| AFFILIATED ASSOCIATES INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 510426078 | EMPLOYEE PAYMASTER COMPANY | MD | 501(C)(3) | LINE 11C, III-FI | ASBURY COMMUNITIES INC | Yes (1) |
| ASBURY COMMUNITIES HCBS INC | ||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 450634490 | HOME CARE FOR OLDER ADULTS | MD | 501(C)(3) | LINE 9 | ASBURY COMMUNITIES INC | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE ASBURY GROUP INC | ||||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 205038820 | TECH & MGT SVCS | DE | ASBURY COMMUNITIES INC | C | -$438,817 | $3,097,375 | 1.00000 | Yes (1) |
| TAG MARKETING LLC | ||||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 262896006 | MARKETING SVCS | DE | ASBURY COMMUNITIES INC | C | 1.00000 | Yes (1) | ||
| THE ASBURY GROUP INTEGRATED TECHNOLOGIES LLC | ||||||||||||
| 20030 CENTURY BOULEVARD | GERMANTOWN | MD | 20874 | 262896175 | INFO & CONSLT SVCS | DE | ASBURY COMMUNITIES INC | C | 1.00000 | Yes (1) | ||
| (no name) | ||||||||||||
| Yes (1) | ||||||||||||
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASBURY ATLANTIC | ||
| S | $2,753,323 | ACCRUAL BASIS |
| ASBURY SOLOMONS | ||
| S | $501,542 | ACCRUAL BASIS |
| TRANSFER TO INVERNESS VILLAGE | ||
| R | $4,800,000 | ACCRUAL BASIS |
| ASBURY ATLANTIC | ||
| L | $6,262,431 | ACCRUAL BASIS |
| ASBURY SOLOMONS | ||
| L | $839,524 | ACCRUAL BASIS |
| INVERNESS VILLAGE | ||
| L | $926,556 | ACCRUAL BASIS |
| THE ASBURY GROUP INC | ||
| L | $381,730 | ACCRUAL BASIS |
| ASBURY COMMUNITIES HCBS INC | ||
| L | $294,039 | ACCRUAL BASIS |
| DUE TO ASBURY FOUNDATION | ||
| E | $5,090,546 | ACCRUAL BASIS |
| DUE TO ASBURY ATLANTIC | ||
| E | $23,687,385 | ACCRUAL BASIS |
| DUE FROM ASBURY SOLOMONS | ||
| D | $6,314,356 | ACCRUAL BASIS |
| DUE FROM ASBURY GROUP INC | ||
| D | $1,214,643 | ACCRUAL BASIS |
| DUE FROM ASBURY COMMUNITIES HCBS INC | ||
| D | $1,988,996 | ACCRUAL BASIS |
| DUE FROM INVERNESS VILLAGE | ||
| D | $24,888,491 | ACCRUAL BASIS |
| THE ASBURY GROUP INC | ||
| M | $1,470 | ACCRUAL BASIS |
| THE ASBURY GROUP INC | ||
| M | $4,753,949 | ACCRUAL BASIS |
| THE ASBURY GROUP INC | ||
| O | $598,025 | ACCRUAL BASIS |