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Nonprofiteer
← ASBURY COMMUNITIES HCBS INC

Form 990 for tax year 2023

Filed by ASBURY COMMUNITIES HCBS INC.

Totals

Total revenue
$1,820,997
Total expenses
$2,469,912
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,775,013
Investment income
$1,066
Other revenue
$44,918
Total assets, end of year
$1,865,392
Total liabilities, end of year
$2,767,484
Net assets or fund balances, end of year
-$902,092
Program services expenses (Part IX)
$1,175,303
Management and general expenses
$1,294,609
Fundraising expenses
$0
Program service expenses (Part III)
$1,175,303

Program services were 47.6% 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.

  • 2a · Program service revenue: SERVICE REVENUE

    total $1,775,013 · related or exempt $1,775,013

  • 3 · Investment income

    total $1,066 · excluded $1,066

  • 11a · Other revenue: OVERHEAD ALLOCATION

    total $44,918 · excluded $44,918

  • 11e · Other revenue, total

    $44,918

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,304,311 · program services $763,049 · management and general $541,262

  • 8 · Pension plan contributions

    total $40,297 · program services $20,582 · management and general $19,715

  • 9 · Other employee benefits

    total $91,153 · program services $11,962 · management and general $79,191

  • 10 · Payroll taxes

    total $106,785 · program services $66,880 · management and general $39,905

  • 11a · Fees: management

    total $252,505 · program services $7,392 · management and general $245,113

  • 11b · Fees: legal

    total $23,263 · management and general $23,263

  • 11c · Fees: accounting

    total $2,563 · management and general $2,563

  • 11g · Fees: other

    total $43,309 · program services $41,800 · management and general $1,509

  • 12 · Advertising and promotion

    total $555 · management and general $555

  • 13 · Office expenses

    total $30,216 · program services $336 · management and general $29,880

  • 14 · Information technology

    total $175,021 · management and general $175,021

  • 17 · Travel

    total $15,203 · program services $12,745 · management and general $2,458

  • 20 · Interest

    total $37,532 · program services $37,532

  • 22 · Depreciation, depletion and amortization

    total $110,833 · program services $110,833

  • 23 · Insurance

    total $14,568 · management and general $14,568

  • 24a · Other expenses: CONSULTING FEES

    total $109,560 · program services $20,834 · management and general $88,726

  • 24b · Other expenses: BAD DEBT

    total $46,959 · program services $46,959

  • 24c · Other expenses: PHARMACY & MEDICAL SUPP

    total $34,536 · program services $34,234 · management and general $302

  • 24d · Other expenses: TAXES

    total $16,983 · management and general $16,983

  • 24e · All other expenses

    total $13,760 · program services $165 · management and general $13,595

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,333 · end of year $104,116

  • 4 · Accounts receivable

    beginning of year $234,961 · end of year $235,594

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,805

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

    $179,695

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

    $165,137

  • 10c · Land, buildings and equipment, net

    beginning of year $126,382 · end of year $14,558

  • 15 · Other assets

    beginning of year $1,422,666 · end of year $1,511,124

  • 17 · Accounts payable and accrued expenses

    beginning of year $150,997 · end of year $43,532

  • 19 · Deferred revenue

    beginning of year $47 · end of year $1,875

  • 25 · Other liabilities

    beginning of year $7,368,713 · end of year $2,722,077

  • 27 · Net assets without donor restrictions

    beginning of year -$5,867,145 · end of year -$1,065,433

  • 28 · Net assets with donor restrictions

    beginning of year $170,535 · end of year $163,341

Mission and programs · 2023

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 25,634 HOURS OF CARE IN 2023.

    Expenses $691,637 · Revenue $763,580

  • HOME HEALTH CARE SERVICES: OPERATION OF HOME HEALTH SERVICES FOR OLDER ADULTS, PROVIDING 6,190 HOURS OF SERVICE FOR OUR CLIENTS DURING 2023.

    Expenses $483,666 · Revenue $1,011,433

As filed on the 2023 return.

Listed in Part VII

  • Shaun Smith

    CHAIR/PRESIDENT

    Total calculated
    $414,999
    From this org
    $0
    From related orgs
    $374,850
    Other
    $40,149
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,642 related
    Bonus
    $0 + $66,835 related
    Other
    $0 + $2,373 related
    Deferred
    $0 + $16,117 related
    Nontaxable benefits
    $0 + $24,032 related
    Filer's total
    $0 + $414,999 related

  • Andrew Jeanneret

    TREASURER

    Total calculated
    $616,861
    From this org
    $0
    From related orgs
    $580,617
    Other
    $36,244
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,589 related
    Bonus
    $0 + $135,322 related
    Other
    $0 + $52,706 related
    Deferred
    $0 + $17,730 related
    Nontaxable benefits
    $0 + $18,514 related
    Filer's total
    $0 + $616,861 related

  • Andrew Joseph

    SECRETARY

    Total calculated
    $471,018
    From this org
    $0
    From related orgs
    $442,003
    Other
    $29,015
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,669 related
    Bonus
    $0 + $84,064 related
    Other
    $0 + $50,270 related
    Deferred
    $0 + $12,270 related
    Nontaxable benefits
    $0 + $16,745 related
    Filer's total
    $0 + $471,018 related

  • Judith Rogers Fruiterman

    EXECUTIVE DIRECTOR

    Total calculated
    $230,487
    From this org
    $0
    From related orgs
    $222,640
    Other
    $7,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $198,674 related
    Bonus
    $0 + $20,357 related
    Other
    $0 + $3,609 related
    Deferred
    $0 + $7,847 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $230,487 related

  • Amy Meekins

    PHYSICAL THERAPIST

    Total calculated
    $119,498
    From this org
    $0
    From related orgs
    $107,045
    Other
    $12,453
    Hours/week
    40

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 TREASURER AND SECRETARY PARTICIPATE IN A 457(F) PLAN AND RECEIVED DISTRIBUTIONS OF $50,895 AND $47,871, RESPECTIVLY, IN 2023. 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 2023 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES IN EXCESS OF $308 MILLION AND TOTAL ASSETS IN EXCESS OF $662 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 THE ASBURY GROUP 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
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202403119349301515

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