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Nonprofiteer
← ALBRIGHT CARE SERVICES

Form 990 for tax year 2022

Filed by ALBRIGHT CARE SERVICES.

Totals

Total revenue
$64,110,162
Total expenses
$69,441,881
Contributions and grants received
$4,470,640
Grants paid
$798,571
Program service revenue
$60,438,867
Investment income
-$801,901
Other revenue
$2,556
Total assets, end of year
$94,874,527
Total liabilities, end of year
$72,206,408
Net assets or fund balances, end of year
$22,668,119
Program services expenses (Part IX)
$57,355,663
Management and general expenses
$11,708,710
Fundraising expenses
$377,508
Program service expenses (Part III)
$57,355,663

Program services were 82.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $999,740

  • 1e · Government grants (contributions)

    $3,470,900

  • 2a · Program service revenue: NET RESIDENT & CLIENT SERVICE REV

    total $56,150,465 · related or exempt $56,150,465

  • 2b · Program service revenue: AMORTIZATION OF ENTRANCE FEES

    total $3,407,747 · related or exempt $3,407,747

  • 2c · Program service revenue: OTHER OPERATING REVENUE

    total $880,655 · related or exempt $880,655

  • 3 · Investment income

    total $443,044 · excluded $443,044

  • 6a · Gross rents

    real property $3,600

  • 6b · Less rental expenses

    real property $1,044

  • 6c · Rental income or loss

    real property $2,556

  • 6d · Net rental income or loss

    total $2,556 · excluded $2,556

  • 7a · Gross sales of assets other than inventory

    securities $12,235,554

  • 7b · Less cost or other basis and sales expenses

    securities $13,480,499

  • 7c · Gain or loss

    securities -$1,244,945

  • 7d · Net gain or loss

    total -$1,244,945 · excluded -$1,244,945

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $798,571 · program services $798,571

  • 7 · Other salaries and wages

    total $21,019,288 · program services $17,169,219 · management and general $3,534,780 · fundraising $315,289

  • 8 · Pension plan contributions

    total $549,008 · program services $446,591 · management and general $102,417

  • 9 · Other employee benefits

    total $2,591,146 · program services $1,799,513 · management and general $752,766 · fundraising $38,867

  • 10 · Payroll taxes

    total $1,556,808 · program services $1,283,879 · management and general $249,577 · fundraising $23,352

  • 11a · Fees: management

    total $1,855,153 · management and general $1,855,153

  • 11b · Fees: legal

    total $145,130 · management and general $145,130

  • 11c · Fees: accounting

    total $42,701 · management and general $42,701

  • 11g · Fees: other

    total $6,621,003 · program services $6,301,428 · management and general $319,575

  • 12 · Advertising and promotion

    total $97,114 · management and general $97,114

  • 13 · Office expenses

    total $4,286,036 · program services $2,702,957 · management and general $1,583,079

  • 14 · Information technology

    total $1,292,470 · program services $19,674 · management and general $1,272,796

  • 16 · Occupancy

    total $1,755,882 · program services $1,755,882

  • 17 · Travel

    total $174,004 · program services $81,338 · management and general $92,666

  • 20 · Interest

    total $817,826 · program services $817,826

  • 22 · Depreciation, depletion and amortization

    total $4,830,665 · program services $4,830,665

  • 23 · Insurance

    total $617,767 · management and general $617,767

  • 24a · Other expenses: MEDICAL & PHARMACY SUPP

    total $15,738,813 · program services $15,731,427 · management and general $7,386

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $1,998,271 · program services $1,909,020 · management and general $89,251

  • 24c · Other expenses: FOOD

    total $1,314,778 · program services $1,311,540 · management and general $3,238

  • 24d · Other expenses: CONSULTING FEES

    total $401,645 · management and general $401,645

  • 24e · All other expenses

    total $937,802 · program services $396,133 · management and general $541,669

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,872,339 · end of year $4,950,384

  • 2 · Savings and temporary cash investments

    beginning of year $3,737,072 · end of year $2,214,813

  • 4 · Accounts receivable

    beginning of year $3,381,481 · end of year $2,980,540

  • 7 · Other notes and loans receivable

    beginning of year $418,700

  • 8 · Inventories for sale or use

    beginning of year $509,474 · end of year $1,067,685

  • 9 · Prepaid expenses and deferred charges

    beginning of year $679,419 · end of year $981,189

  • 10a · Land, buildings and equipment: cost or other basis

    $119,019,801

  • 10b · Land, buildings and equipment: accumulated depreciation

    $63,862,017

  • 10c · Land, buildings and equipment, net

    beginning of year $55,141,132 · end of year $55,157,784

  • 11 · Investments: publicly traded securities

    beginning of year $18,609,482 · end of year $16,165,527

  • 15 · Other assets

    beginning of year $11,991,228 · end of year $11,356,605

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,343,591 · end of year $1,173,534

  • 19 · Deferred revenue

    beginning of year $21,038,245 · end of year $21,036,990

  • 20 · Tax-exempt bond liabilities

    beginning of year $20,923,552 · end of year $19,565,092

  • 25 · Other liabilities

    beginning of year $23,969,261 · end of year $30,430,792

  • 27 · Net assets without donor restrictions

    beginning of year $18,356,212 · end of year $12,681,385

  • 28 · Net assets with donor restrictions

    beginning of year $9,709,466 · end of year $9,986,734

Mission and programs · 2022

Mission

OUR MISSION IS TO CREATE THE HIGHEST QUALITY OF LIFE BY ENCOURAGING PURPOSEFUL LIVING THROUGH PERSONALIZED, PROGRESSIVE, AND COMPASSIONATE COMMUNITIES DEEPLY ROOTED IN SERVING OTHERS.

Activities or mission (Part I)

EXPLORING POSSIBILITIES TO LIVE YOUR BEST LIFE BY DOING ALL THE GOOD WE CAN WITH INTEGRITY, TRANSPARENCY AND GRACE.

  • RIVERWOODS SENIOR COMMUNITY CONSISTS OF THE FOLLOWING:SKILLED NURSING FACILITY: SKILLED NURSING FACILITY FOR OLDER ADULTS WITH 157 TOTAL BEDS PROVIDNG 37,503 DAYS OF SERVICE IN 2022. $7,042,497 OF CONTRACUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2022. RESIDENTIAL LIVING FACILITY:OPERATION OF 130 RESIDENTIAL LIVING UNITS FOR OLDER ADULTS, PROVIDING 44,006 DAYS OF SERVICE IN 2022. $0 OF BENEVOLENT CARE AND $0 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDETNAL LIVING RESIDENTS DURING 2022.ASSISTED LIVING FACILITY:OPERATION OF ASSISTED LIVING FAILITY FOR OLDER ADULTS WITH 38 TOTAL SUITES PROVIDING 12,746 RESIDENT DAYS IN 2022. $199,139 OF BENEVOLENT CARE AND $0 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO THE ASSISTED LIVING RESIDENTS IN 2022.

    Expenses $22,159,475 · Grants $240,418 · Revenue $21,350,852

  • NORMANDIE RIDGE COMMUNITY CONSISTS OF THE FOLLOWING:SKILLED NURSING FACILITY: SKILLED NURSING FACILITY FOR OLDER ADULTS WITH 64 TOTAL BEDS PROVIDNG 20,872 DAYS OF SERVICE IN 2022. $2,671,246 OF CONTRACUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2022. RESIDENTIAL LIVING FACILITY:OPERATION OF 154 RESIDENTIAL LIVING UNITS FOR OLDER ADULTS, PROVIDING 53,478 DAYS OF SERVICE IN 2022. -$1,941 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTIAL LIVING RESIDENTS DURING 2022. ASSISTED LIVING FACILITY:OPERATION OF ASSISTED LIVING FACILITY FOR OLDER ADULTS WITH 25 TOTAL SUITES PROVIDING 7,705 RESIDENT DAYS IN 2022. $462,304 OF BENEVOLENT CARE AND $22,267 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO THE ASSISTED LIVING RESIDENTS IN 2022.

    Expenses $16,126,829 · Grants $558,153 · Revenue $16,963,102

  • LIFE (LIVING INDEPENDENTLY FOR ELDERS) IS PENNSYLVANIA'S VERSION OF THE NATIONALLY-RECOGNIZED PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). ACS HAS BEEN DESIGNATED BY THE PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE AS THE PROVIDER OF LIFE PROGRAM SERVICES IN LANCASTER, LYCOMING/CLINTON, AND LEBANON COUNTIES. THE PARTICIPANTS IN THE LIFE PROGRAM ARE PERSONS OVER THE AGE OF 55 WHO WOULD QUALIFY TO RECEIVE THEIR CARE IN A NURSING FACILITY, BUT WHO PREFER INSTEAD TO LIVE AT HOME.

    Expenses $19,069,359 · Revenue $22,124,913

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dale Moyer

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Eric M Raski

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Howard C Berthold Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gretchen M Wagoner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Waple

    DIRECTOR-LEFT 5/22

    Total calculated
    $0
    Hours/week
    1

  • Nancy Story Somers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian L Wolfe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Larry Kemmerer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Takach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jane G Taylor

    DIRECTOR-LEFT 5/22

    Total calculated
    $0
    Hours/week
    1

  • Diane McElwain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ty Trainor

    DIRECTOR-LEFT 2/22

    Total calculated
    $0
    Hours/week
    1

  • Clinton Simmons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Monte Foor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Shaun T Smith

    PRESIDENT

    Total calculated
    $367,520
    From this org
    $0
    From related orgs
    $330,539
    Other
    $36,981
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,002 related
    Bonus
    $0 + $23,217 related
    Other
    $0 + $1,320 related
    Deferred
    $0 + $15,275 related
    Nontaxable benefits
    $0 + $21,706 related
    Filer's total
    $0 + $367,520 related

  • John T Blessing

    ASST TREASURER

    Total calculated
    $172,374
    From this org
    $0
    From related orgs
    $151,045
    Other
    $21,329
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $139,738 related
    Bonus
    $0 + $10,500 related
    Other
    $0 + $807 related
    Deferred
    $0 + $7,988 related
    Nontaxable benefits
    $0 + $13,341 related
    Filer's total
    $0 + $172,374 related

  • Carol A Klose

    ASST SECRETARY

    Total calculated
    $91,456
    From this org
    $0
    From related orgs
    $75,855
    Other
    $15,601
    Hours/week
    40

  • Andrew Joseph

    SECRETARY

    Total calculated
    $392,364
    From this org
    $0
    From related orgs
    $365,377
    Other
    $26,987
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,588 related
    Bonus
    $0 + $55,444 related
    Other
    $0 + $1,345 related
    Deferred
    $0 + $10,469 related
    Nontaxable benefits
    $0 + $16,518 related
    Filer's total
    $0 + $392,364 related

  • Andrew Jeanneret

    TREASURER

    Total calculated
    $605,105
    From this org
    $0
    From related orgs
    $574,190
    Other
    $30,915
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $393,912 related
    Bonus
    $0 + $94,099 related
    Other
    $0 + $86,179 related
    Deferred
    $0 + $14,729 related
    Nontaxable benefits
    $0 + $16,186 related
    Filer's total
    $0 + $605,105 related

  • Lauren Dieter

    EXECUTIVE DIRECTOR (NR)

    Total calculated
    $171,031
    From this org
    $0
    From related orgs
    $155,345
    Other
    $15,686
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $144,199 related
    Bonus
    $0 + $11,053 related
    Other
    $0 + $93 related
    Deferred
    $0 + $7,875 related
    Nontaxable benefits
    $0 + $7,811 related
    Filer's total
    $0 + $171,031 related

  • Louise Shively

    VICE PRESIDENT

    Total calculated
    $179,833
    From this org
    $0
    From related orgs
    $166,415
    Other
    $13,418
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $151,091 related
    Bonus
    $0 + $7,525 related
    Other
    $0 + $7,799 related
    Deferred
    $0 + $5,130 related
    Nontaxable benefits
    $0 + $8,288 related
    Filer's total
    $0 + $179,833 related

  • Don Nguyen

    MEDICAL DIRECTOR

    Total calculated
    $290,147
    From this org
    $0
    From related orgs
    $258,593
    Other
    $31,554
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $221,655 related
    Bonus
    $0 + $36,447 related
    Other
    $0 + $491 related
    Deferred
    $0 + $10,953 related
    Nontaxable benefits
    $0 + $20,601 related
    Filer's total
    $0 + $290,147 related

  • Aaron Barth

    EXECUTIVE DIRECTOR (RW)

    Total calculated
    $167,727
    From this org
    $0
    From related orgs
    $145,565
    Other
    $22,162
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $142,635 related
    Bonus
    $0 + $2,813 related
    Other
    $0 + $117 related
    Deferred
    $0 + $2,885 related
    Nontaxable benefits
    $0 + $19,277 related
    Filer's total
    $0 + $167,727 related

  • Krystal Beitz

    PHARMACY MANAGER

    Total calculated
    $147,762
    From this org
    $0
    From related orgs
    $140,709
    Other
    $7,053
    Hours/week
    40

  • Christopher Morello

    VICE PRESIDENT

    Total calculated
    $190,591
    From this org
    $0
    From related orgs
    $165,676
    Other
    $24,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $144,552 related
    Bonus
    $0 + $21,000 related
    Other
    $0 + $124 related
    Deferred
    $0 + $5,419 related
    Nontaxable benefits
    $0 + $19,496 related
    Filer's total
    $0 + $190,591 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF ALL DISQUALIFIED PERSONS. TO SUPPORT ITS REVIEW, THE COMPENSATION COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT AND UTILIZES INDUSTRY COMPARABLE COMPENSATION SURVEY DATA.
PART I, LINE 4B
THE TREASURER AND SECRETARY PARTICIPATE IN A 457(F) PLAN. THE TREASURER RECEIVED DISTRIBUTIONS OF $84,438 IN 2022. THERE WERE NO OTHER PLAN DISTRIBUTIONS.
FORM 990, SECTION VII, SECTION A
THE ORGANIZATION DOES NOT ADMINISTER ANY W-2S. ALL W-2S ARE FILED UNDER THE EIN OF AFFILIATED ASSOCIATES, INC., A RELATED PARTY 501(C)(3) ORGANIZATION CREATED TO SUPPORT THE TAX EXEMPT FUNCTIONS OF ASBURY COMMUNITIES AND AFFILIATES BY ADMINISTERING PAYROLL FUNDS. THE COMPENSATION REPORTED ON FORM 990, PART VII AND PART IX REFLECTS THE COMPENSATION PAID BY ALBRIGHT CARE SERVICES FOR THOSE ASSOCIATES DIRECTLY ALLOCATED TO ALBRIGHT CARE SERVICES PURSUANT TO AN EMPLOYEE LEASE AGREEMENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THE ASBURY GROUP INC

    C · TECH & SUPPORT SERVICES · DE

    Directly controlled by ASBURY COMMUNITIES INC

  • THRIVEWELL TECH LLC

    C · INFO & CNSLT SERVICES · DE

    Directly controlled by ASBURY COMMUNITIES INC

  • ALBRIGHT COMMUNITY SRVCS LTD

    C · SHELL CORPORATION · PA · 100% owned · controlled entity

    Directly controlled by ALBRIGHT CARE SERVICES

  • 5285 WESTVIEW DRIVE ONE LLC

    C · INFO. TECH. RESELLER AND IMPLEMENTATION PARTNER · MD

    Directly controlled by THE ASBURY GROUP INC

  • 1569 TEELS ROAD LLC

    C · OPERATE A PERSONAL CARE HOME AND SENIOR LIVING COMMUNITY · PA

    Directly controlled by THE ASBURY GROUP INC

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202313179349301111

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