ASBURY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY INC (EIN 62-0630670)
- Tax period
- 2009-04-01 to 2010-03-31
- Filed
- 2011-01-27
- IRS object ID
- 201120279349300402
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-27T08:30:32-06:00 | Timestamp |
| Tax Period End Date | 2010-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Coulter & Justus PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9717 Cogdill Road Suite 201 | AddressLine1 |
| City | Knoxville | City |
| State | TN | State |
| ZIP Code | 37932 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620630670 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASBU | NameControl |
| Phone | 8659826109 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 WILDER CHAPEL LANE | AddressLine1 |
| City | MARYVILLE | City |
| State | TN | State |
| ZIP Code | 37804 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Marjorie Shonnard | Name |
| Title | VP of Operations | Title |
| Phone | 8659826109 | Phone |
| Date Signed | 2011-01-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nan C Bobbett CPA | Name |
| Phone | 8656374161 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Marjorie Shonnard | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 WILDER CHAPEL LANE | AddressLine1 |
| City | MARYVILLE | City |
| State | TN | State |
| ZIP Code | 37804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28459745 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ASBURYPLACE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SENIOR COMMUNITIES THAT OFFER FREEDOM AND SECURITY WITH COMPASSION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 665 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 35 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19597 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26949919 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28258459 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 167664 | InvestmentIncomePriorYear |
| Investment Income Current Year | 124069 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 70418 | OtherRevenuePriorYear |
| Other Revenue Current Year | 57620 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27188036 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28459745 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12241055 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12313287 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14303074 | OtherExpensePriorYear |
| Other Expenses Current Year | 15163656 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26544129 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27476943 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 643907 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 982802 | RevenuesLessExpensesCY |
| Total Assets BOY | 43077138 | TotalAssetsBOY |
| Total Assets EOY | 44569100 | TotalAssetsEOY |
| Total Liabilities BOY | 20710567 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20486049 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22366571 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24083051 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide senior communities that offer freedom and security with compassion. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 23392676 | Expense |
| Revenue | 28258459 | Revenue |
| Description | ASBURY, INC. PROVIDES A REGIONAL NETWORK OF CONTINUING CARE RETIREMENT COMMUNITIES THAT MINISTER TO THE SPIRITUAL & PHYSICAL NEEDS OF ITS RESIDENTS, PROVIDE A SAFE, CLEAN, AND COMFORTABLE ENVIRONMENT, & TREAT SENIORS W/RESPECT & DIGNITY. OVER 1,000 CLIENTS SERVED DURING THE YEAR. | Description |
| Total Program Service Expense | 23392676 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 665 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL CONNELL | NamePerson |
| Telephone Number | 3012502028 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20030 CENTURY BLVD SUITE 300 | AddressLine1 |
| City | GERMANTOWN | City |
| State | MD | State |
| ZIP Code | 20874 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| GW Catron | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Stephen C Daves | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Jackie Dingus | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Marvin Eichorn | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| James Green | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Tom Mottern | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Carroll Richardson | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Laura Steel | ||||||
| Board Member - non votin | 1.00 | X | 0 | 0 | 0 | |
| James E Swanson Sr | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| H Malcolm Wansley | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Guy Wilson | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Larry Martin | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Marsheine McClurg | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Beth Stubbs | ||||||
| board Member | 1.00 | X | 0 | 0 | 0 | |
| Angel Norman | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| ADRIAN FARMER | ||||||
| Assistant Secretary | 40.00 | 73542 | 0 | 0 | X | |
| DEBBIE HUBBARD | ||||||
| Assistant Secretary | 40.00 | 74314 | 0 | 0 | X | |
| TESA BROWN | ||||||
| Assistant Secretary | 40.00 | 79556 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 227412 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Aramark Inc | |||||
| 24863 Network Place | Chicago | IL | 60673 | Food Supplies & HOUSEKEEPING SERVICES | 4405855 |
| THE ASBURY GROUP INC | |||||
| 20030 CENTURY BLVD SUITE 300 | GERMANTOWN | MD | 20874 | MANAGEMENT, INFORMATION TECHNOLOGY AND M | 2354070 |
| FUNCTIONAL PATHWAYS | |||||
| Co Advantage Corp PO Box 720477 | ATLANTA | GA | 30358 | Therapy Services | 1840859 |
| Burleson Construction Co Inc | |||||
| 3216 S Roan Street | JoHNSON CITY | TN | 37602 | Construction Services | 983998 |
| Concord Properties Inc | |||||
| PO BOX 4728 | Maryville | TN | 37802 | Construction Services | 502479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 20 | NumberOfContractorsGT100K |
| All Other Contributions | 19597 | AllOtherContributions |
| Total Contributions | 19597 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Ancillary and Routine | 623000 | 14539123 | 14539123 |
| Medicare/Medicaid paym | 623000 | 13123689 | 13123689 |
| OTHER SERVICE FEES | 623000 | 595647 | 595647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28258459 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 124069 | TotalRevenueColumn |
| Exclusion | $124,069 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Guest and Employee Mea | 722210 | 57123 | $57,123 |
| Vending | 722210 | 497 | $497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 57620 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28459745 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28258459 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $181,689 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227412 | Total |
| Management And General | 227412 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9965247 | Total |
| Program Services | 9020236 | ProgramServices |
| Management And General | 945011 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104291 | Total |
| Program Services | 104291 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1288275 | Total |
| Program Services | 1288275 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 728062 | Total |
| Program Services | 714381 | ProgramServices |
| Management And General | 13681 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1765677 | Total |
| Management And General | 1765677 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45105 | Total |
| Management And General | 45105 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131563 | Total |
| Program Services | 2502 | ProgramServices |
| Management And General | 129061 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96196 | Total |
| Program Services | 150 | ProgramServices |
| Management And General | 96046 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2142288 | Total |
| Program Services | 1870566 | ProgramServices |
| Management And General | 271722 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1051970 | Total |
| Program Services | 1051970 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79371 | Total |
| Program Services | 880 | ProgramServices |
| Management And General | 78491 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 589679 | Total |
| Program Services | 589679 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1840637 | Total |
| Program Services | 1840637 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540400 | Total |
| Program Services | 540400 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASED SERVICES | 4058874 | 3652148 | 406726 |
| FOOD | 1370232 | 1370232 | |
| TAXES | 949010 | 949010 | |
| BAD DEBTS | 360281 | 360281 | |
| PROFESSIONAL DEVELOPMEN | 46455 | 10388 | 36067 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95918 | Total |
| Program Services | 26650 | ProgramServices |
| Management And General | 69268 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27476943 | Total |
| Program Services | 23392676 | ProgramServices |
| Management And General | 4084267 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8757435 | BOY |
| EOY | 7494165 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1887750 | BOY |
| EOY | 2090210 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 978920 | BOY |
| EOY | 942410 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46876907 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19723863 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20003107 | BOY |
| EOY | 27153044 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5278808 | BOY |
| EOY | 5375614 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6171118 | BOY |
| EOY | 1513657 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43077138 | BOY |
| EOY | 44569100 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2945469 | BOY |
| EOY | 3288265 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3973571 | BOY |
| EOY | 3988508 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13727548 | BOY |
| EOY | 13175028 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63979 | BOY |
| EOY | 34248 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20710567 | BOY |
| EOY | 20486049 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21848980 | BOY |
| EOY | 23565425 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65626 | BOY |
| EOY | 65661 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 451965 | BOY |
| EOY | 451965 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22366571 | BOY |
| EOY | 24083051 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43077138 | BOY |
| EOY | 44569100 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52776 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 108886 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 703420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19597 | CurrentTaxYear |
| Total | 884714 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26779832 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25575353 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26571648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26949919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28258459 | CurrentTaxYear |
| Total | 134135211 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26832608 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25684239 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27275068 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26949954 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28278056 | CurrentTaxYear |
| Total | 135019925 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 135019925 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 180570 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 320223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 392788 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 167664 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124069 | CurrentTaxYear |
| Total | 1185314 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 180570 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 320223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 392788 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 167664 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124069 | CurrentTaxYear |
| Total | 1185314 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27013178 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26004462 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27667856 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27117618 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28402125 | CurrentTaxYear |
| Total | 136205239 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99130 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99200 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00870 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00800 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 451965 | BeginningOfYearBalance |
| End Of Year Balance | 451965 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 451965 | BeginningOfYearBalance |
| End Of Year Balance | 451965 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 756042 | OtherCostOrOtherBasis |
| Book Value | 756042 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33755649 | OtherCostOrOtherBasis |
| Depreciation | 14435805 | Depreciation |
| Book Value | 19319844 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7266597 | OtherCostOrOtherBasis |
| Depreciation | 3107604 | Depreciation |
| Book Value | 4158993 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5098619 | OtherCostOrOtherBasis |
| Depreciation | 2180454 | Depreciation |
| Book Value | 2918165 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27153044 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Securities and other investments | Description |
| Book Value | 5375614 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5375614 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WORKERS' COMPENSATION RESERVE | Description |
| Amount | $34,248 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 34248 | TotalOfAmounts |
| Total Revenue | 28459745 | TotalRevenue |
| Total Expenses | 27476943 | TotalExpenses |
| Excess Or Deficit For Year | 982802 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 733677 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 733677 | TotalAdjustments |
| Excess Or Deficit Per FS | 1716479 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29193422 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 733677 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 733677 | RevenueNotRptdF990 |
| Revenue Subtotal | 28459745 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28459745 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27476943 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27476943 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27476943 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4: | Identifier |
| Return Reference | Description of Intended Use of Endowment Funds: | ReturnReference |
| Explanation | There is no specific intended use of these funds. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| The Health and Educational Facilities Board of Blount County | ||||||
| 621192419 | 094900BD8 | 2007-05-30 | 920000 | Refund prior bonds, fund reserve fund #1, and to pay certain expenses | 0 | 0 |
| The Health and Educational Facilities Board of Blount County | ||||||
| 621192419 | 094900BC0 | 2007-05-30 | 13353977 | Reimburse Corporation for a swap termination payment, refinance bank loan | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| 13353977 | 1286556 | 341 | 267080 | 11800000 | 1 | 1 | 1 | 1 |
| 920000 | 1217 | 293783 | 625000 | 1 | 1 | 1 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 3 | The organization is under a management agreement with The Asbury Group. |
| Form 990, Part VI, Section B, line 11 | Asbury, Inc. has a system wide Finance Committee. The Asbury, Inc. Board of Directors has delegated a review of the Form 990 to the System Finance Committee. A copy of the Form 990 will be mailed to Committee members prior to filing. |
| Form 990, Part VI, Section B, line 12c | The organization recognizes that the potential for conflict of interest exists for decision-makers at all levels within Asbury. This includes members of the governing board, administration, and all personnel in positions to make and/or influence decisions. It is Asbury's policy that any potential conflict of interest be disclosed so that appropriate actions may be taken to ensure such conflict does not inappropriately influence decisions. Any member of the board of directors being aware of any potential conflict of interest is expected to disclose this potential conflict to other board members, refrain from undue influence, and abstain from voting. Stating one's position, and/or answering questions of other members may be in order. The minutes of the meeting will reflect any such disclosure and abstention. |
| Form 990, Part VI, Section B, line 15 | A study prepared by an outside consultant is utilized when considering salary and salary increases. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. |
| FORM 990, PART XI, LINE 2C: | The Finance Committee is responsible for overseeing the audit of the financial statements, and the selection of an independent accountant that audited the statements. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Forest Ridge Manor Inc | |||||||||
| 910 Wilder Chapel Lane | Maryville | TN | 37804 | 201885811 | Provide elderly and handicapped persons with housing facilities/services | TN | 501(c)(3) | Line 11a, I | Asbury Inc |
| ASBURY CENTERS INDEPENDENT LIVING SERVICES INC | |||||||||
| 910 Wilder Chapel Lane | Maryville | TN | 37804 | 621768254 | NO ACTIVITY | TN | 501(c)(3) | Line 9 | Asbury Inc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |