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Nonprofiteer
← ASBURY COMMUNITIES HCBS INC

Form 990 for tax year 2022

Filed by ASBURY COMMUNITIES HCBS INC.

Totals

Total revenue
$2,759,910
Total expenses
$2,869,791
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,601,303
Investment income
$52,690
Other revenue
$105,917
Total assets, end of year
$1,823,147
Total liabilities, end of year
$7,519,757
Net assets or fund balances, end of year
-$5,696,610
Program services expenses (Part IX)
$1,363,512
Management and general expenses
$1,506,279
Fundraising expenses
$0
Program service expenses (Part III)
$1,363,512

Program services were 47.5% 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.

  • 2a · Program service revenue: SERVICE REVENUE

    total $2,601,303 · related or exempt $2,601,303

  • 3 · Investment income

    total $52,690 · unrelated business $52,526 · excluded $164

  • 6a · Gross rents

    real property $4,800

  • 6b · Less rental expenses

    real property $672

  • 6c · Rental income or loss

    real property $4,128

  • 6d · Net rental income or loss

    total $4,128 · excluded $4,128

  • 11a · Other revenue: BAD DEBT

    total $53,817 · excluded $53,817

  • 11b · Other revenue: OVERHEAD ALLOCATION

    total $47,972 · excluded $47,972

  • 11e · Other revenue, total

    $101,789

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,769,462 · program services $1,079,111 · management and general $690,351

  • 8 · Pension plan contributions

    total $55,074 · program services $29,642 · management and general $25,432

  • 9 · Other employee benefits

    total $76,899 · program services $12,618 · management and general $64,281

  • 10 · Payroll taxes

    total $127,308 · program services $82,506 · management and general $44,802

  • 11a · Fees: management

    total $319,299 · program services $7,392 · management and general $311,907

  • 11b · Fees: legal

    total $8,120 · management and general $8,120

  • 11c · Fees: accounting

    total $3,537 · management and general $3,537

  • 11g · Fees: other

    total $67,472 · program services $46,000 · management and general $21,472

  • 12 · Advertising and promotion

    total $555 · management and general $555

  • 13 · Office expenses

    total $33,358 · program services $3,898 · management and general $29,460

  • 14 · Information technology

    total $127,638 · management and general $127,638

  • 17 · Travel

    total $24,274 · program services $13,593 · management and general $10,681

  • 20 · Interest

    total $6,054 · program services $6,054

  • 22 · Depreciation, depletion and amortization

    total $33,044 · program services $33,044

  • 23 · Insurance

    total $7,832 · management and general $7,832

  • 24a · Other expenses: CONSULTING FEES

    total $124,823 · program services $175 · management and general $124,648

  • 24b · Other expenses: PHARMACY & MEDICAL SUPP

    total $49,093 · program services $48,604 · management and general $489

  • 24c · Other expenses: RECRUITING & EDUCATION

    total $20,292 · management and general $20,292

  • 24d · Other expenses: TAXES

    total $5,633 · management and general $5,633

  • 24e · All other expenses

    total $10,024 · program services $875 · management and general $9,149

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $179,128 · end of year $31,333

  • 4 · Accounts receivable

    beginning of year $280,981 · end of year $234,961

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,210 · end of year $7,805

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

    $293,560

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

    $167,178

  • 10c · Land, buildings and equipment, net

    beginning of year $123,422 · end of year $126,382

  • 15 · Other assets

    beginning of year $1,581,438 · end of year $1,422,666

  • 17 · Accounts payable and accrued expenses

    beginning of year $227,822 · end of year $150,997

  • 19 · Deferred revenue

    beginning of year $1,288 · end of year $47

  • 25 · Other liabilities

    beginning of year $7,528,929 · end of year $7,368,713

  • 27 · Net assets without donor restrictions

    beginning of year -$5,757,264 · end of year -$5,867,145

  • 28 · Net assets with donor restrictions

    beginning of year $191,404 · end of year $170,535

Mission and programs · 2022

Mission

ESTABLISH, MAINTAIN, OPERATE, AND SUPPORT, EITHER DIRECTLY, OR IN COOPERATION WITH OTHER ORGANIZATIONS, HOME CARE, HOME HEALTH CARE, HOME MAINTENANCE, HOSPICE, AND OTHER SERVICES FOR OLDER ADULTS.

Activities or mission (Part I)

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

  • HOME CARE: HOME CARE SERVICES FOR OLDER ADULTS, PROVIDING 45,143 HOURS OF CARE IN 2022.

    Expenses $807,458 · Revenue $1,266,416

  • HOME HEALTH CARE SERVICES: OPERATION OF HOME HEALTH SERVICES FOR OLDER ADULTS, PROVIDING 7,655 HOURS OF SERVICE FOR OUR CLIENTS DURING 2022.

    Expenses $556,054 · Revenue $1,334,887

As filed on the 2022 return.

Listed in Part VII

  • Shaun Smith

    CHAIR/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

  • 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

  • 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

  • Judith Rogers Fruiterman

    EXECUTIVE DIRECTOR

    Total calculated
    $266,292
    From this org
    $0
    From related orgs
    $256,103
    Other
    $10,189
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $195,738 related
    Bonus
    $0 + $58,140 related
    Other
    $0 + $2,225 related
    Deferred
    $0 + $7,616 related
    Nontaxable benefits
    $0 + $2,573 related
    Filer's total
    $0 + $266,292 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
  • 3 · Approval by the board or compensation committee
  • 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 SECRETARY AND THE TREASURER PARTICIPATE IN A 457(F) PLAN. THE TREASURER RECEIVED DISTRIBUTIONS OF $84,438 IN 2022. THERE WERE NO OTHER PLAN DISTRIBUTIONS.
FORM 990, PART 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 ASBURY COMMUNITIES HCBS, INC. FOR THOSE ASSOCIATES DIRECTLY ALLOCATED TO ASBURY COMMUNITIES HCBS, INC. PURSUANT TO AN EMPLOYEE LEASE AGREEMENT. THE OFFICERS THAT HAVE COMPENSATION FROM RELATED ORGANIZATIONS REPORTED IN PART VII, SECTION A, COLUMN E OF THE FORM 990 PROVIDE EXECUTIVE MANAGEMENT SUPPORT AND OVERALL GUIDANCE TO ASBURY COMMUNITIES HCBS, INC. AS WELL AS THE OTHER RELATED AND SUPPORTED ORGANIZATIONS OF ASBURY COMMUNITIES, INC. THERE ARE OVER 2,300 TOTAL EMPLOYEES IN THE ASBURY COMMUNITIES, INC. SYSTEM. THE 2022 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES IN EXCESS OF $249 MILLION AND TOTAL ASSETS IN EXCESS OF $673 MILLION.

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 SVCS · DE

    Directly controlled by ASBURY COMMUNITIES INC

  • THRIVEWELL TECH LLC

    C · INFO & CNSLT SVCS · DE

    Directly controlled by ASBURY COMMUNITIES INC

  • 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
202313179349301601

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