2025-11-12T14:54:41-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2024-01-01 450634490 ASBURY COMMUNITIES HCBS INC ASBU 3012502100 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 ANDREW JEANNERET TREASURER 3012502100 2025-11-12 1 0 JEFF PARKER P00970069 6182331200 2025-11-12 2024 2025-03-06 01:10:19Z SHAUN SMITH 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 313389 0 X WWW.ASBURY.ORG X 2011 MD EXPLORING POSSIBILITIES TO LIVE YOUR BEST LIFE BY DOING ALL THE GOOD WE CAN WITH INTEGRITY, TRANSPARENCY AND GRACE. X 3 0 0 0 0 0 0 0 1775013 313389 1066 0 44918 0 1820997 313389 0 0 0 0 1542546 203906 0 0 0 927366 282557 2469912 486463 -648915 -173074 1865392 1255650 2767484 34456 -902092 1221194 X 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. 0 1 103535 0 155819 HOME HEALTH CARE SERVICES: OPERATION OF HOME HEALTH SERVICES FOR OLDER ADULTS, PROVIDING 1,876 HOURS OF SERVICE FOR OUR CLIENTS DURING THE FIRST TWO MONTHS OF 2024. 25773 0 157570 HOME CARE: HOME CARE SERVICES FOR OLDER ADULTS. 129308 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X ANDREW JEANNERET 3012502100 5285 WESTVIEW DRIVE FREDERICK MD 21703 SHAUN SMITH CHAIR/PRESIDENT 1.00 39.00 X X 0 439768 38649 ANDREW JEANNERET TREASURER 1.00 39.00 X X 0 706567 37011 ANDREW JOSEPH SECRETARY 1.00 39.00 X X 0 519805 26880 JUDITH ROGERS FRUITERMAN EXECUTIVE DIRECTOR 40.00 0.00 X 0 101778 1902 0 1767918 104442 1 0 1 0 0 SERVICE REVENUE 621610 313389 313389 313389 313389 313389 0 0 167048 62161 104887 5529 1964 3565 18496 18496 12833 4606 8227 1574 1574 17250 17250 4922 4922 4848 4848 1372 1320 52 20547 20547 14558 14558 TAXES, LICENSES, DUES A 179358 179358 RECRUITING AND EDUCATIO 23380 23380 CONSULTING FEES 13171 13171 BAD DEBT 772 772 805 805 486463 129308 357155 0 104116 4249 235594 0 14558 1511124 1251401 1865392 1255650 43532 32581 1875 1875 2722077 0 2767484 34456 X -1065433 1221194 163341 0 -902092 1221194 1865392 1255650 X -173074 2296360 X X 0 1 X 1 0 X 81414 908 82322 3564512 2663306 2653829 1775013 313389 10970049 3645926 2664214 2653829 1775013 313389 11052371 0 0 0 11052371 9796 454 4964 1066 16280 9796 454 4964 1066 16280 101789 44918 146707 3655722 2664668 2760582 1820997 313389 11215358 0.98550 0.98930 0.00150 0.00110 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: BAD DEBT - 2022 AMOUNT: $ 53,817. OVERHEAD ALLOCATION - 2022 AMOUNT: $ 47,972. 2023 AMOUNT: $ 44,918. 0 DEPOSITS 500 OTHER RECEIVABLES 1145034 DUE FROM ACOMM 105867 1251401 X PART X, LINE 2: ASBURY COMMUNITIES HCBS, INC. IS 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 AS THERE ARE NO UNRELATED TRADES OR BUSINESSES. 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'S REASSESSMENT OF ITS TAX POSITIONS DID NOT HAVE A MATERIAL IMPACT ON THE COMPANY'S RESULTS OF OPERATIONS OR FINANCIAL POSITION. 0 1 0 0 0 0 0 0 0 ANDREW JEANNERET TREASURER 0 391925 0 248645 0 65997 0 17041 0 19970 0 743578 0 0 ANDREW JOSEPH SECRETARY 0 305666 0 168128 0 46011 0 8904 0 17976 0 546685 0 0 SHAUN SMITH CHAIR/PRESIDENT 0 304781 0 132614 0 2373 0 12783 0 25866 0 478417 0 0 PART I, LINE 3 THE ASBURY COMMUNITIES, INC. 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 NAME: ANDREW JEANNERET, DESCRIPTION: TREASURER, CURRENT YEAR AMOUNT: $63,217. PLAN DESCRIPTION: 457(F) NAME: ANDREW JOSEPH, DESCRIPTION: SECRETARY, CURRENT YEAR AMOUNT: $43,613. PLAN DESCRIPTION: 457(F) 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 2,100 TOTAL EMPLOYEES IN THE ASBURY COMMUNITIES, INC. SYSTEM. THE 2024 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ASBURY COMMUNITIES, INC. HAD TOTAL REVENUES IN EXCESS OF $299 MILLION AND TOTAL ASSETS IN EXCESS OF $647 MILLION. CASH, ACCOUNTS RECEIVABLE, FULLY DEPRECIATED FIXED ASSETS, AND CERTIFICATE OF NEED 2024-03-01 1200000 SALE PRICE OF ASSETS. SALE WAS AN ARMS LENGTH TRANSACTION WITH UNAFFILIATED THIRD PARTY. 472498461 AUTUMN HEALTH INC 201 RUSSELL AVENUE GAITHERSBURG MD 20877 S CORP 0 0 0 0 FORM 990, PART III, LINE 3 DURING 2024, THE CERTIFICATE OF NEED TO OPERATE AS A MEDICARE CERTIFIED HOME HEALTH PROVIDER WAS SOLD. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CAN ACT IN PLACE OF THE BOARD FOR DEFINED RESPONSIBILITIES. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 ASBURY COMMUNITIES HCBS, INC. HAS ONE MEMBER. THE SOLE MEMBER IS ASBURY COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 7A ASBURY COMMUNITIES, INC. IS THE SOLE MEMBER OF ASBURY COMMUNITIES HCBS, INC. FORM 990, PART VI, SECTION A, LINE 7B ONLY CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO ASBURY COMMUNITY INC.'S APPROVAL. THESE DECISIONS, AMONG OTHERS, INCLUDE: (1) MANAGEMENT SERVICES RELATIONSHIPS AND CONTRACTS; (2) ANY ORGANIZATIONAL CHANGE IN GENERAL, INCLUDING MERGERS, SALES, LEASES, ETC, OF SUBSTANTIALLY ALL OF THE ASSETS AND THE CREATION OF NEW ENTITIES; (3) AMENDMENTS TO MISSION OR VISION STATEMENTS; (4) AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B ASBURY COMMUNITIES, INC., THE SOLE MEMBER OF ASBURY COMMUNITIES HCBS, INC., DELEGATES REVIEW OF THE FORM 990 TO ITS AUDIT, FINANCE, AND INVESTMENT COMMITTEE (AFIC) WHICH PERFORMED ITS REVIEW ON 10/29/25. ADDITIONALLY, THE ASBURY COMMUNITIES, INC. AND ASBURY COMMUNITIES HCBS, INC. BOARD OF DIRECTORS WERE FORWARDED A COPY OF THE DRAFT 990 FOR REVIEW AND WAS PROVIDED A LINK TO A RECORDING OF THE AFIC 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 STAFF AND THE AFIC. FORM 990, PART VI, SECTION B, LINE 12C THE ASBURY COMMUNITIES CONFLICT OF INTEREST POLICY WAS APPROVED BY THE BOARD OF DIRECTORS. THE COMPLIANCE OFFICER IS RESPONSIBLE FOR THE POLICY AND OVERSEES THE IMPLEMENTATION OF THE 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 KEY MANAGEMENT POSITIONS. EACH PERSON COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM AND IS ADVISED OF THEIR FIDUCIARY OBLIGATIONS. THE COMPLIANCE OFFICER, WHO HAS A DIRECT REPORTING LINE TO THE CHAIR OF THE GOVERNANCE AND NOMINATIONS COMMITTEE AND REPORTS QUARTERLY TO THE GOVERNANCE AND NOMINATIONS COMMITTEE, ANALYZES ALL DISCLOSURE FORMS FOR POTENTIAL CONFLICTS, AND PREPARES A REPORT FOR THE SYSTEM-WIDE GOVERNANCE AND NOMINATIONS COMMITTEE. A REPORT WAS MADE TO THE BOARD THAT THERE WERE NO CONFLICTS DURING 2024. WHEN AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARISES INVOLVING A BOARD OR COMMITTEE MEMBER, THE GOVERNANCE AND NOMINATIONS COMMITTEE IS INFORMED AND WILL FOLLOW SPECIFIC PROTOCOL OUTLINED IN THE CONFLICT OF INTEREST POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 THE FOLLOWING PROCESS IS USED BY ASBURY COMMUNITIES, INC., A RELATED ORGANIZATION: 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. IN ADDITION, THE COMPENSATION COMMITTEE REVIEWS THE ORGANIZATION'S PROGRESS TOWARDS KEY PERFORMANCE INDICATORS SELECTED FOR INCENTIVIZING PERFORMANCE OF DISQUALIFIED PERSONS THROUGH A PERFORMANCE BASED-COMPENSATION PROGRAM. QUARTERLY, THE COMPENSATION COMMITTEE REVIEWS UPDATES TO THE OVERALL BENEFITS AND COMPENSATION PLAN FOR THE ORGANIZATION AS WELL AS PROGRESS ON THE ORGANIZATION'S EMPLOYER OF CHOICE STRATEGIC GOALS. THE COMPENSATION COMMITTEE CHARTER, THE EXECUTIVE COMPENSATION PHILOSOPHY, AND THE EXECUTIVE INCENTIVE PLAN WERE REVIEWED MOST RECENTLY IN 2024. 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 (WWW.ASBURY.ORG). FORM 990, PART XI, LINE 9: GAIN ON SALE OF DISC OPERATIONS 2,459,701. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION -163,341. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN OVERSIGHT PROCESS FROM THE PRIOR YEAR. ASBURY ATLANTIC INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 520607956 HOUSING AND HEALTHCARE FOR OLDER ADULTS MD 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 ASBURY FOUNDATION INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 521862674 RAISING FUNDS FOR CHARITY CARE MD 501(C)(3) LINE 7 ASBURY COMMUNITIES INC 0 AFFILIATED ASSOCIATES INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 510426078 EMPLOYEE PAYMASTER COMPANY MD 501(C)(3) LINE 12C, III-FI ASBURY COMMUNITIES INC 0 ASBURY COMMUNITIES INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 521862677 SUPPORT SERVICES MD 501(C)(3) LINE 12C, III-FI 0 ASBURY INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 620630670 HOUSING AND HEALTHCARE FOR OLDER ADULTS TN 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 BETHANY DEVELOPMENT CORPORATION 335 WESLEY DRIVE MECHANICSBURG PA 17055 232078064 HOUSING FOR OLDER ADULTS PA 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 ALBRIGHT CARE SERVICES 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 231887138 HOUSING, HEALTHCARE, AND AT-HOME SERVICES FOR OLDER ADULTS PA 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 WARRIOR RUN MANOR 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 232137458 HOUSING FOR OLDER ADULTS PA 501(C)(3) LINE 10 ALBRIGHT CARE SERVICES 0 FOREST RIDGE MANOR INC 910 WILDER CHAPEL LANE MARYVILLE TN 37804 201885811 HOUSING FOR OLDER ADULTS TN 501(C)(3) LINE 12A, I ASBURY INC 0 ASBURY LIVING INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 933545102 HOUSING FOR OLDER ADULTS PA 501(C)(3) LINE 10 ASBURY COMMUNITIES INC 0 THE ASBURY GROUP INC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 205038820 TECH & SUPPORT SVCS DE N/A C 0 THRIVEWELL TECH LLC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 262896175 INFO & CNSLT SVCS DE N/A C 0 5285 WESTVIEW DRIVE ONE LLC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 881212545 INFO. TECH. RESELLER AND IMPLEMENTATION PARTNER MD N/A C 0 1569 TEELS ROAD LLC 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 871564257 OPERATE A PERSONAL CARE HOME AND SENIOR LIVING COMMUNITY PA N/A C 0 0 0 1 1 1 0 0 0 0 0 1 1 1 1 0 1 0 1 1