2025-11-12T14:55:50-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2024-01-01 231887138 ALBRIGHT CARE SERVICES ALBR 5705223880 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 ANDREW JEANNERET TREASURER 5705223880 2025-11-11 1 0 JEFF PARKER P00970069 6182331200 2025-11-11 2024 2025-03-06 01:10:19Z RIVERWOODS NORMANDIE RIDGE ALBRIGHT LIFE SHAUN T SMITH 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 110152079 0 X WWW.ALBRIGHTCARE.ORG X 1912 PA EXPLORING POSSIBILITIES TO LIVE YOUR BEST LIFE BY DOING ALL THE GOOD WE CAN WITH INTEGRITY, TRANSPARENCY, AND GRACE. 8 7 0 93 0 0 4344375 4902705 67411272 71826355 -210808 -371749 2556 7828 71547395 76365139 733819 750034 0 0 29878881 31284627 0 0 459326 48082128 55908983 78694828 87943644 -7147433 -11578505 105663548 91160904 85426306 77761964 20237242 13398940 X 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. 0 1 28794225 0 29133002 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. 21369403 215849 21689822 RIVERWOODS SENIOR COMMUNITY CONSISTS OF THE FOLLOWING:SKILLED NURSING FACILITY: SKILLED NURSING FACILITY FOR OLDER ADULTS WITH 119 TOTAL BEDS PROVIDING 30,725 DAYS OF SERVICE IN 2024. $6,719,261 OF CONTRACUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2024. RESIDENTIAL LIVING FACILITY:OPERATION OF 128 RESIDENTIAL LIVING UNITS FOR OLDER ADULTS, PROVIDING 44,184 DAYS OF SERVICE IN 2024. $2,502 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTIAL LIVING RESIDENTS DURING 2024.ASSISTED LIVING FACILITY:OPERATION OF ASSISTED LIVING FACILITY FOR OLDER ADULTS WITH 38 TOTAL SUITES PROVIDING 13,071 RESIDENT DAYS IN 2024. $158,979 OF BENEVOLENT CARE WERE PROVIDED TO THE ASSISTED LIVING RESIDENTS IN 2024. 18018173 534185 21003531 NORMANDIE RIDGE COMMUNITY CONSISTS OF THE FOLLOWING:SKILLED NURSING FACILITY: SKILLED NURSING FACILITY FOR OLDER ADULTS WITH 64 TOTAL BEDS PROVIDNG 22,575 DAYS OF SERVICE IN 2024. $3,021,973 OF CONTRACUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2024. RESIDENTIAL LIVING FACILITY:OPERATION OF 154 RESIDENTIAL LIVING UNITS FOR OLDER ADULTS, PROVIDING 54,268 DAYS OF SERVICE IN 2024. ASSISTED LIVING FACILITY:OPERATION OF ASSISTED LIVING FACILITY FOR OLDER ADULTS WITH 25 TOTAL SUITES PROVIDING 8,701 RESIDENT DAYS IN 2024. $477,315 OF BENEVOLENT CARE AND $12,078 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO THE ASSISTED LIVING RESIDENTS IN 2024. 68181801 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 327 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 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 DALE MOYER CHAIR 1.00 0.00 X X 0 0 0 ERIC M RASKI VICE CHAIR 1.00 0.00 X X 0 0 0 BARBARA KOLMEN DIRECTOR 1.00 0.00 X 0 0 0 BRIAN L WOLFE DIRECTOR 1.00 0.00 X 0 0 0 STEVE TAKACH DIRECTOR 1.00 0.00 X 0 0 0 DIANE MCELWAIN DIRECTOR 1.00 0.00 X 0 0 0 MONTE FOOR DIRECTOR 3.00 0.00 X 0 0 0 ANDREW JOSEPH SECRETARY 1.00 39.00 X X 0 519805 26880 SHAUN T SMITH PRESIDENT 1.00 39.00 X 0 439768 38649 JOHN T BLESSING ASST TREASURER 40.00 0.00 X 0 158866 24031 CAROL A KLOSE ASST SECRETARY 40.00 0.00 X 0 78620 21071 ANDREW JEANNERET TREASURER 1.00 39.00 X 0 706567 37011 LAUREN DIETER EXECUTIVE DIRECTOR (NR) 40.00 0.00 X 0 194721 15803 AARON BARTH EXECUTIVE DIRECTOR (RW) 40.00 0.00 X 0 179551 32322 MELISSA FURY VICE PRESIDENT 40.00 0.00 X 0 322952 11603 CHRISTOPHER MORELLO VICE PRESIDENT 40.00 0.00 X 0 159330 31875 SAMUEL HALL MEDICAL DIRECTOR 40.00 0.00 X 0 266957 12422 JORGE DIDUSZYN PHYSICIAN 40.00 0.00 X 0 255286 37974 HANNAH BERRY PHYSICIAN 40.00 0.00 X 0 205963 3328 KRYSTAL BEITZ PHARMACY MANAGER 40.00 0.00 X 0 144794 6578 0 3633180 299547 38 0 1 0 CLAREMONT NURSING HOME AND REHABILITATIO 1000 CLAREMONT ROAD CARLISLE PA 170137310 NURSING AND REHABILIATIVE 1528975 NEFFSVILLE NURSING AND REHABILITATION 2829 LITITZ PIKE LANCASTER PA 176013321 NURSING AND REHABILIATIVE 1006388 WILLIAMSPORT HOSPITAL 804 SCOTT NIXON MEMORIAL DRIVE AUGUSTA GA 309072464 NURSING AND REHABILIATIVE 793489 LANCASTER GENERAL HOSPITAL 24 CREE DRIVE LOCK HAVEN PA 177452639 NURSING AND REHABILIATIVE 748441 THE CHAMBERSBURG HOSPITAL PO BOX 645983 CINCINNATI OH 452645983 NURSING AND REHABILIATIVE 588915 26 1142750 3759955 4902705 NET RESIDENT & CLIENT SERVICE REV 623000 68004675 68004675 AMORTIZATION OF ENTRANCE FEES 623000 3596235 3596235 OTHER OPERATING REVENUE 623000 225445 225445 71826355 1099951 1099951 11026 3198 7828 7828 7828 24437042 7875000 23047809 10735933 1389233 -2860933 -1471700 -1471700 76365139 71826355 0 -363921 750034 750034 25215513 20100293 4736987 378233 662918 495370 167548 3312319 2186663 1075971 49685 2093877 1712157 350312 31408 6440399 6440399 212266 212266 47362 47362 4313951 4186823 127128 70654 70654 5537089 3256650 2280439 1494633 18262 1476371 1648586 1648586 218128 132218 85910 1580650 1580650 5938228 5938228 833186 833186 MEDICAL & PHARMACY SUPP 21416941 21416258 683 REPAIRS & MAINTENANCE 2314629 2211162 103467 FOOD 1539483 1531592 7891 CONSULTING 757269 34087 723182 1545529 982768 562761 87943644 68181801 19302517 459326 7224957 3634832 2454417 3818528 3152614 3279480 102400 102135 1122763 939064 541062 325494 103298149 63029068 53414176 40269081 18351564 19508872 1160099 711029 18139496 18572389 105663548 91160904 1528253 1572922 23437947 24346359 18143129 9638905 42316977 42203778 85426306 77761964 X 9334402 1701555 10902840 11697385 20237242 13398940 105663548 91160904 X -11578505 981476 3758727 X 0 1 X 1 0 X 3462526 6457360 4470640 4344375 4902705 23637606 55177952 53960685 60438867 67411272 71826355 308815131 58640478 60418045 64909507 71755647 76729060 332452737 13815 36725 12082 21152 10875 94649 0 13815 36725 12082 21152 10875 94649 332358088 914287 908140 446644 984998 1110977 4365046 914287 908140 446644 984998 1110977 4365046 59554765 61326185 65356151 72740645 77840037 336817783 0.98680 0.98840 0.01300 0.01110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 16046 16046 0 PART II-B, LINE 1, LOBBYING ACTIVITES A PORTION OF THE ORGANIZATION'S DUES TO THE NATIONAL PACE ASSOCIATION AND THE PENNSYLVANIA LIFE PROVIDER ALLIANCE IS USED FOR LOBBYING. 8266411 300708 8567119 7481678 784733 8266411 7114663 367015 7481678 6554270 32230 528168 7114663 6537667 9508 7095 6554270 0.79240 0.13720 0.07040 0 0 3174449 3174449 77865241 51936042 25929199 9626038 2315501 7310537 12608852 8777525 3831327 23569 23569 40269081 OTHER RECEIVABLES 923701 FUNDS HELD IN TRUST 4609022 RIGHT OF USE ASSETS-LEASES 9957116 RESIDENT TRUST FUNDS 38839 OTHER DEPOSITS 417899 BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION 2431917 VALUATION OF DERIVATIVE INSTRUMENTS 193895 18572389 LEASES PAYABLE 10257829 DEFERRED GIVING ARRANGEMENTS 98967 ENTRANCE FEES (EF)-REFUNDABLE 213721 CONTINGENT REFUNDABLE EF 5126795 RESIDENT & OTHER DEPOSITS 597309 DUE TO ACOMM 23658776 RESERVE FOR LIFE PROGRAM 2250381 42203778 X PART V, LINE 4: ALBRIGHT CARE SERVICES REVIEWS AND UPDATES SPENDING CRITERIA OF THE ENDOWMENT FUNDS ANNUALLY. IT IS THE ORGANIZATION'S OVERALL INTENT TO SPEND THE FUNDS BASED ON THE DONOR'S DIRECTIVE. PART X, LINE 2: THE ORGANIZATION 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 ORGANIZATION'S REASSESSMENT OF ITS TAX POSITIONS DID NOT HAVE A MATERIAL IMPACT ON THE ORGANIZATION'S RESULTS OF OPERATIONS OR FINANCIAL POSITION. 1 BENEVOLENT CARE FOR ALBRIGHT RESIDENTS 12 750034 PART I, LINE 2: ALL RESIDENTS SEEKING BENEVOLENT CARE FINANCIAL SUPPORT MUST COMPLETE AN APPLICATION WHICH SHALL BE REVIEWED IN ACCORDANCE WITH BENEVOLENT CARE POLICIES AND PROCEDURES, WHICH MAY BE REVISED FROM TIME TO TIME. BENEVOLENT CARE SUPPORT IS DEPENDENT UPON MEETING SPECIFIC REQUIREMENTS AND THE ORGANIZATION'S ABILITY TO PROVIDE FINANCIAL AID. DOCUMENTS RELATED TO BENEVOLENT CARE APPLICATION/REDETERMINATION AND ON-GOING MANAGEMENT WILL BE MAINTAINED ON-SITE UNTIL THE END OF THE CALENDAR YEAR IN WHICH THE RESIDENT IS NO LONGER RECEIVING ASSISTANCE FROM BENEVOLENT CARE. THEREAFTER THE RECORDS WILL BE MAINTAINED FOR FIVE (5) YEARS, EITHER ON-SITE OR IN STORAGE IN ACCORDANCE WITH THE RECORDS MANAGEMENT PROGRAM. 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 T SMITH PRESIDENT 0 304781 0 132614 0 2373 0 12783 0 25866 0 478417 0 0 MELISSA FURY VICE PRESIDENT 0 264136 0 49533 0 9283 0 3360 0 8243 0 334555 0 0 JORGE DIDUSZYN PHYSICIAN 0 254104 0 0 0 1182 0 9409 0 28565 0 293260 0 0 SAMUEL HALL MEDICAL DIRECTOR 0 261392 0 5000 0 565 0 6459 0 5963 0 279379 0 0 AARON BARTH EXECUTIVE DIRECTOR (RW) 0 147299 0 31125 0 1127 0 6665 0 25657 0 211873 0 0 LAUREN DIETER EXECUTIVE DIRECTOR (NR) 0 161925 0 32163 0 633 0 6951 0 8852 0 210524 0 0 HANNAH BERRY PHYSICIAN 0 205801 0 0 0 162 0 3328 0 0 0 209291 0 0 CHRISTOPHER MORELLO VICE PRESIDENT 0 151778 0 6419 0 1133 0 6009 0 25866 0 191205 0 0 JOHN T BLESSING ASST TREASURER 0 144947 0 11288 0 2631 0 5978 0 18053 0 182897 0 0 KRYSTAL BEITZ PHARMACY MANAGER 0 144628 0 0 0 166 0 5085 0 1493 0 151372 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, 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. A UNION CITY HOSPITAL AUTHORITY 232739624 2014-12-18 10000000 CAPITAL PROJECTS 0 0 0 B UNION CITY HOSPITAL AUTHORITY 232739624 2018-10-04 14404000 REFUND OF SERIES 2013A & 1997A 0 0 0 A 5561898 10000000 10000000 2014 0 0 1 1 B 9094006 14404000 207004 14196996 2018 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 1 TRUIST BANK 15.969863000000 0 0 0 0 1 B 0 0 0 1 0 1 TRUIST BANK 0.761643800000 0 0 0 0 1 A 1 B 1 FORM 990, PART III, LINE 3 IN MARCH 2024, ALBRIGHT ENTERED INTO AN ASSET PURCHASE AGREEMENT TO SELL THE RIVERWOODS SKILLING NURSING FACILITY (THE FACILITY) TO 3201 RIVER ROAD LLC, A DELAWARE LIMITED LIABILITY COMPANY (THE BUYER). THE SALE CLOSED ON DECEMBER 5, 2024. FORM 990, PART III, LINE 4 I. ORGANIZATION OVERVIEW ALBRIGHT CARE SERVICES, A 501(C)(3) NOT-FOR-PROFIT PENNSYLVANIA CORPORATION, IS THE OWNER AND OPERATOR OF THE FOLLOWING SENIOR LIVING AND HEALTH CARE COMMUNITIES IN PENNSYLVANIA: -NORMANDIE RIDGE (YORK) -RIVERWOODS (LEWISBURG) -WARRIOR RUN MANOR (WATSONTOWN) -ALBRIGHT LIFE (LIVING INDEPENDENCE FOR THE ELDERLY), A PACE PROGRAM ALBRIGHT CARE SERVICES IS THE LEGAL ENTITY RESPONSIBLE FOR PROVIDING RESIDENTIAL AND HEALTH SERVICES TO INDIVIDUALS AT THESE LOCATIONS. WARRIOR RUN MANOR INCLUDES 75 HUD-SUBSIDIZED SENIOR HOUSING APARTMENTS. IN 2019, ALBRIGHT CARE SERVICES AFFILIATED WITH ASBURY COMMUNITIES, INC., A NOT-FOR-PROFIT MARYLAND CORPORATION, IS THE SOLE MEMBER AND SUPPORTING ORGANIZATION OF ASBURY ATLANTIC. ASBURY COMMUNITIES PROVIDES SYSTEMWIDE ADMINISTRATIVE, OPERATIONAL, AND STRATEGIC SUPPORT FOR A NETWORK OF NOT-FOR-PROFIT SENIOR LIVING AND HEALTH SERVICE PROVIDERS. BOTH ALBRIGHT AND ASBURY SHARE A FAITH-BASED HERITAGE AND LONG-STANDING COMMITMENT TO SERVING OLDER ADULTS WITH INTEGRITY, TRANSPARENCY, AND COMPASSION. ASBURY WAS ORIGINALLY FOUNDED IN 1926; ALBRIGHT'S ROOTS DATE BACK TO 1916 AS THE UNITED EVANGELICAL HOME. TODAY, THESE ORGANIZATIONS OPERATE WITH A SHARED MISSION TO ENHANCE THE LIVES OF THOSE THEY SERVE AND STRENGTHEN COMMUNITY PARTNERSHIPS. II. PROGRAM SERVICES PROVIDED SECTION A. BENEVOLENT CARE BENEVOLENT CARE IS FINANCIAL SUPPORT PROVIDED TO ELIGIBLE RESIDENTS WHO HAVE EXHAUSTED THEIR FINANCIAL RESOURCES THROUGH NO FAULT OF THEIR OWN AND MEET THE APPROVAL CRITERIA. THIS ASSISTANCE HELPS COVER PARTIAL MONTHLY SERVICE FEES, CERTAIN ANCILLARY EXPENSES, AND CERTAIN THIRD-PARTY COSTS. IN 2024, MORE THAN $7.0 MILLION IN ANNUAL FUNDS AND UNRESTRICTED GIFTS WERE CONTRIBUTED TO SUPPORT RESIDENTS, INCLUDING THOSE WHO HAVE OUTLIVED THEIR RESOURCES. IN 2024, BENEVOLENT CARE SUPPORT WAS PROVIDED FOR 70 RESIDENTS ACROSS ASBURY'S CONTINUING CARE RETIREMENT COMMUNITIES: -ASBURY METHODIST VILLAGE $1,598,855 -ASBURY SOLOMONS $332,913 -BETHANY VILLAGE $963,381 -NORMANDIE RIDGE $477,315 -RIVERWOODS $158,979 -SPRINGHILL $191,277 TOTAL: $3,722,720 SECTION B. UNREIMBURSED MEDICAL SERVICES UNREIMBURSED MEDICAL SERVICES REPRESENT THE COST OF CARE DELIVERED IN SKILLED NURSING CENTERS THAT EXCEED REIMBURSEMENT PROVIDED BY MEDICAID AND OTHER GOVERNMENT PAYORS. THESE UNREIMBURSED COSTS REFLECT THE ORGANIZATION'S COMMITMENT TO QUALITY CARE REGARDLESS OF A RESIDENT'S ABILITY TO PAY. UNREIMBURSED CARE COSTS FOR 2024 INCLUDE: -ASBURY METHODIST VILLAGE $2,506,365 -ASBURY SOLOMONS $588,027 -BETHANY VILLAGE $582,128 -NORMANDIE RIDGE $868,236 -RIVERWOODS $2,968,367 -SPRINGHILL $735,967 TOTAL: $8,249,090 SECTION C. COMMUNITY BENEFIT ALBRIGHT CARE SERVICES AND ASBURY COMMUNITIES ARE ENHANCING THE WELL-BEING OF THE BROADER COMMUNITY THROUGH PARTNERSHIPS, OUTREACH, AND THE SHARING OF RESOURCES. IN 2024, THE ORGANIZATION PARTNERED WITH DOZENS OF LOCAL, REGIONAL, AND NATIONAL NONPROFITS TO SERVE VULNERABLE POPULATIONS. EXAMPLES OF COMMUNITY BENEFIT ACTIVITIES INCLUDE: -HOSTING AND MANAGING MEALS ON WHEELS FOR THE LEWISBURG REGION FROM THE RIVERWOODS CAMPUS -PROVIDING INTERNSHIPS, JOB SHADOWING, AND CLINICAL ROTATIONS FOR STUDENTS PURSUING CAREERS IN HEALTHCARE AND AGING SERVICES -SUPPORTING REGIONAL ENVIRONMENTAL SUSTAINABILITY PROGRAMS INCLUDING WATERSHED AND ENERGY-REDUCTION INITIATIVES -DONATING GOODS, DURABLE MEDICAL EQUIPMENT, AND SUPPLIES TO THOSE IN NEED -OFFERING CAMPUS SPACE FOR CIVIC AND NONPROFIT MEETINGS -FUNDRAISING AND VOLUNTEERING FOR CHARITABLE ORGANIZATIONS INCLUDING THE ALZHEIMER'S ASSOCIATION AND LOCAL FOOD BANKS -PROVIDING EDUCATIONAL PROGRAMMING AND PRESENTATIONS ON AGING-RELATED TOPICS TO THE PUBLIC -ENGAGING RESIDENTS AND ASSOCIATES IN LOCAL VOLUNTEERISM AND MENTORING PROGRAMS III. ASBURY FOUNDATION SUPPORT THE ASBURY FOUNDATION, A 501(C)(3) NOT-FOR-PROFIT MARYLAND CORPORATION, RAISES AND STEWARDS PHILANTHROPIC GIFTS TO BENEFIT RESIDENTS AND ASSOCIATES ACROSS THE ASBURY SYSTEM. IN 2024, THE FOUNDATION RAISED MORE THAN $300,000 IN SCHOLARSHIP FUNDS FOR CAREER DEVELOPMENT, PRIMARILY IN NURSING AND HEALTHCARE FIELDS. ADDITIONAL FOUNDATION SUPPORT FUNDED BENEVOLENT CARE, WELLNESS PROGRAMS, AND CAMPUS ENHANCEMENTS THAT DIRECTLY IMPACT RESIDENT QUALITY OF LIFE. IV. SUMMARY STATEMENT ALBRIGHT CARE SERVICES FULFILLS ITS NOT-FOR-PROFIT MISSION BY PROVIDING HOUSING, HEALTHCARE, AND SUPPORTIVE SERVICES TO OLDER ADULTS ACROSS CENTRAL PENNSYLVANIA, MANY OF WHOM ARE LOW-INCOME OR MEDICALLY COMPLEX. THROUGH ITS AFFILIATION WITH ASBURY COMMUNITIES AND WITH THE SUPPORT OF THE ASBURY FOUNDATION, ALBRIGHT CARE SERVICES DELIVERS HIGH-IMPACT PROGRAMS THAT PROMOTE WELL-BEING, DIGNITY, AND COMMUNITY ENGAGEMENT FOR OLDER ADULTS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY ACT IN PLACE OF THE BOARD WHEN THERE IS BUSINESS OF THE CORPORATION TO BE TRANSACTED BETWEEN REGULAR MEETINGS AND CONVENING A SPECIAL MEETING WAS DEEMED BY THE CHAIR TO NOT BE NECESSARY OR POSSIBLE. THE FULL BOARD WILL BE NOTIFIED WITHIN FIFTEEN (15) DAYS OF ANY ACTIONS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL HAVE NO POWER TO ELECT OR REMOVE ANY MEMBER OR OFFICER OF THE BOARD OF DIRECTORS, AMEND THE ARTICLES OFLNCORPORATION OR BYLAWS OF THE CORPORATION, OR TAKE SUCH OTHER ACTION AS RESTRICTED BY APPLICABLE LAW. FORM 990, PART VI, SECTION A, LINE 6 ASBURY COMMUNITIES, INC., A NON-PROFIT, NON-STOCK MARYLAND CORPORATION, FEDERALLY TAX-EXEMPT UNDER IRC SECTION 501(C)(3) AND A SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3), IS THE SOLE MEMBER OF ALBRIGHT AND SHALL SERVE AS THE SUPPORTING ORGANIZATION OF ALBRIGHT. FORM 990, PART VI, SECTION A, LINE 7A ASBURY COMMUNITIES, INC IS THE SOLE MEMBER OF ALBRIGHT. FORM 990, PART VI, SECTION A, LINE 7B ASBURY COMMUNITIES, INC. (THE MEMBER) SHALL HAVE THE FOLLOWING RESERVED POWERS WITH RESPECT TO ALBRIGHT (THE CORPORATION), SUBJECT TO OTHER APPLICABLE PROVISIONS OF THESE BYLAWS: 1. REMOVAL OF ANY MEMBER( S) OF THE CORPORATION' S BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE 2. FILLING OF VACANCIES ON THE CORPORATION'S BOARD OF DIRECTORS 3. APPROVAL OF ALL MANAGEMENT SERVICES RELATIONSHIPS AND AUTHORITY TO RATIFY ANY AND ALL MANAGEMENT SERVICES AGREEMENTS ENTERED INTO BY THE CORPORATION 4. APPROVAL OF ANY MERGER, CLOSURE, SALE, LEASE OR EXCHANGE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, OR THE CREATION OF A SUBSIDIARY JOINT VENTURE, COMPANY OR OTHER ENTITY BY THE CORPORATION 5. APPROVAL OF THE MISSION AND VISION STATEMENTS OFTHE CORPORATION 6. AUTHORITY TO CAUSE AND APPROVE ALL AMENDMENTS TO THE ARTICLES OFLNCORPORATION OR BYLAWS OF THE CORPORATION 7. APPROVAL OF THE BUDGET OF THE CORPORATION, BOTH OPERATING AND CAPITAL. THE CORPORATION SHALL NOT MAKE OR COMMIT TO MAKE AN OPERATING OR CAPITAL EXPENDITURE WHICH MATERIALLY DEVIATES FROM THE ANNUAL CAPITAL OR OPERATING BUDGET APPROVED BY THE MEMBER, OR CHANGE A COMPONENT OF THE BUDGETS, SUCH AS RESIDENT RATES, WITHOUT THE PRIOR APPROVAL OF THE MEMBER. 8. AUTHORITY AND RESPONSIBILITY TO APPROVE ANY PROPOSED PROJECT FOR THE DEVELOPMENT OF A NEW PRODUCT AND/OR FACILITY BY THE CORPORATION 9. AUTHORITY TO APPROVE EACH INCURRENCE OF INDEBTEDNESS OF THE CORPORATION WITH A REPAYMENT TERM THAT IS IN EXCESS OF FIVE (5) YEARS AND IS SECURED BY THE ASSETS OF THE CORPORATION, EXCEPT FOR NON-RECOURSE DEBT WHICH IS SECURED BY ONE OR MORE PIECES OF THAT IS THE SUBJECT OF THE NON-RECOURSE DEBT 10. AUTHORITY TO APPOINT THE AUDITOR, INSURANCE BROKER, INVESTMENT ADVISOR, AND DETERMINE THE FISCAL YEAR OF THE CORPORATION. ADDITIONALLY, THE MEMBER MAY CREATE ADDITIONAL OR ELIMINATE RESERVED POWERS BY MAJORITY VOTE OF THE MEMBER'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B ASBURY COMMUNITIES, INC., THE SOLE MEMBER OF ALBRIGHT, 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 ALBRIGHT CARE SERVICES BOARD OF DIRECTORS WERE FORWARDED A COPY OF THE DRAFT 990 FOR REVIEW AND WERE 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 NVOLVING 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: ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE RELIES ON STAFF FEEDBACK AND THE DATA AND RECOMMENDATIONS PROVIDED BY AN EXTERNAL COMPENSATION CONSULTANT TO ASCERTAIN THE REASONABLENESS OF COMPENSATION AND BENEFITS OF ALL OF THE DIRECT REPORTS OF THE CEO AND OTHER POTENTIALLY DISQUALIFIED PERSONS. 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. ALSO ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE SPECIFICALLY REVIEWS THE COMPENSATION AND BENEFITS OF THE CEO USING THE DATA GATHERED BY THE COMPENSATION CONSULTANT AT THE DIRECTION OF THE COMMITTEE AND PROVIDES INPUT TO THE FULL BOARD OF DIRECTORS IN ORDER TO SUPPORT THEIR DECISION MAKING PROCESS REGARDING THE CEO'S COMPENSATION. 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 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON DERIVATIVES -95,147. CHANGE IN VALUE OF DEFERRED GIVING ARRANGEMENTS -4,463. TRANSFER OF CAPITAL 3,733,679. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 652,693. OTHER CHANGES IN NET ASSETS WITH DONOR RESTRICTIONS -528,035. 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