2024-11-06T07:18:13-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-01-01 231887138 ALBRIGHT CARE SERVICES ALBR 5705223880 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 ANDREW JEANNERET TREASURER 5705223880 2024-11-04 1 0 JOHN NORMAN P01506766 7049985200 2024-11-04 2023 2024-10-15 13:58:12Z RIVERWOODS NORMANDIE RIDGE ALBRIGHT LIFE SHAUN T SMITH 5285 WESTVIEW DRIVE 200 FREDERICK MD 21703 77960097 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. 10 10 0 59 0 0 4470640 4344375 60438867 67411272 -801901 -210808 2556 2556 64110162 71547395 798571 733819 0 0 25716250 29878881 0 0 439433 42927060 48082128 69441881 78694828 -5331719 -7147433 94874527 105663548 72206408 85426306 22668119 20237242 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 0 22664848 0 26908598 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. 21306886 221063 21512192 RIVERWOODS SENIOR COMMUNITY CONSISTS OF THE FOLLOWING:SKILLED NURSING FACILITY: SKILLED NURSING FACILITY FOR OLDER ADULTS WITH 119 TOTAL BEDS PROVIDING 33,604 DAYS OF SERVICE IN 2023. $7,650,039 OF CONTRACUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2023. RESIDENTIAL LIVING FACILITY:OPERATION OF 130 RESIDENTIAL LIVING UNITS FOR OLDER ADULTS, PROVIDING 44,263 DAYS OF SERVICE IN 2023. $0 OF BENEVOLENT CARE AND $1,850 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTIAL LIVING RESIDENTS DURING 2023.ASSISTED LIVING FACILITY:OPERATION OF ASSISTED LIVING FACILITY FOR OLDER ADULTS WITH 38 TOTAL SUITES PROVIDING 12,280 RESIDENT DAYS IN 2023. $165,160 OF BENEVOLENT CARE AND $52,413 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO THE ASSISTED LIVING RESIDENTS IN 2023. 17592008 512756 18990482 NORMANDIE RIDGE COMMUNITY CONSISTS OF THE FOLLOWING:SKILLED NURSING FACILITY: SKILLED NURSING FACILITY FOR OLDER ADULTS WITH 64 TOTAL BEDS PROVIDNG 21,966 DAYS OF SERVICE IN 2023. $3,379,130 OF CONTRACUAL ALLOWANCES WERE PROVIDED TO RESIDENTS OF THE SNF IN 2023. RESIDENTIAL LIVING FACILITY:OPERATION OF 154 RESIDENTIAL LIVING UNITS FOR OLDER ADULTS, PROVIDING 53,610 DAYS OF SERVICE IN 2023. $2,470 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO RESIDENTIAL LIVING RESIDENTS DURING 2023. ASSISTED LIVING FACILITY:OPERATION OF ASSISTED LIVING FACILITY FOR OLDER ADULTS WITH 25 TOTAL SUITES PROVIDING 8,449 RESIDENT DAYS IN 2023. $465,135 OF BENEVOLENT CARE AND $11,096 OF CONTRACTUAL ALLOWANCES WERE PROVIDED TO THE ASSISTED LIVING RESIDENTS IN 2023. 61563742 1 1 0 1 0 0 0 1 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 0 0 0 1 170 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ANDREW JEANNERET 3012502100 5285 WESTVIEW DRIVE FREDERICK MD 21703 ANDREW JEANNERET TREASURER 1.00 39.00 X 0 580617 36244 ANDREW JOSEPH SECRETARY 1.00 39.00 X 0 441003 29015 SHAUN T SMITH PRESIDENT 1.00 39.00 X 0 374850 40149 DON NGUYEN MEDICAL DIRECTOR 40.00 0.00 X 0 252590 35004 CHRISTOPHER MORELLO VICE PRESIDENT 40.00 0.00 X 0 173367 31858 AARON BARTH EXECUTIVE DIRECTOR (RW) 40.00 0.00 X 0 158285 30880 LAUREN DIETER EXECUTIVE DIRECTOR (NR) 40.00 0.00 X 0 173259 15608 LOUISE SHIVELY VICE PRESIDENT 40.00 0.00 X 0 168927 15618 FRANCINE ASHBY VICE PRESIDENT 40.00 0.00 X 0 150286 23359 JOHN T BLESSING ASST TREASURER 40.00 0.00 X 0 145793 23036 KRYSTAL BEITZ PHARMACY MANAGER 40.00 0.00 X 0 148192 6822 CAROL A KLOSE ASST SECRETARY 40.00 0.00 X 0 76018 21766 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 HOWARD C BERTHOLD JR DIRECTOR 1.00 0.00 X 0 0 0 MONTE FOOR DIRECTOR 3.00 0.00 X 0 0 0 LARRY KEMMERER DIRECTOR 1.00 0.00 X 0 0 0 DIANE MCELWAIN DIRECTOR 1.00 0.00 X 0 0 0 NANCY STORY SOMERS DIRECTOR 1.00 0.00 X 0 0 0 STEVE TAKACH DIRECTOR 1.00 0.00 X 0 0 0 GRETCHEN M WAGONER DIRECTOR 1.00 0.00 X 0 0 0 BRIAN L WOLFE DIRECTOR 1.00 0.00 X 0 0 0 0 2843187 309359 36 0 1 0 THE WILLIAMSPORT HOSPITAL 700 HIGH STREET WILLIAMSPORT PA 17701 HOSPITAL & REHABILIATIVE SERVICES 902179 LANCASTER GENERAL HOSPITAL PO BOX 3077 LANCASTER PA 17604 HOSPITAL & REHABILIATIVE SERVICES 814296 CARING FOR YOU 1466 WASHINGTON BLVD WILLIAMSPORT PA 17701 HOME HEALTH CARE SERVICES 477922 NEFFSVILLE NURSING AND REHABILITATION 2829 LITITZ PIKE LANCASTER PA 176013321 NURSING & REHABILIATIVE SERVICES 468147 GOOD SAMARITAN HOSPITAL PO BOX 645983 CINCINNATI OH 452645986 HOSPITAL & REHABILIATIVE SERVICES 390226 14 530216 3814159 4344375 NET RESIDENT & CLIENT SERVICE REV 623000 63045363 63045363 AMORTIZATION OF ENTRANCE FEES 623000 3594713 3594713 OTHER OPERATING REVENUE 623000 771196 771196 67411272 981398 981398 3600 1044 2556 2556 2556 5219452 5905863 505795 -686411 -505795 -1192206 -1192206 71547395 67411272 0 -208252 733819 733819 23824176 18921984 4544829 357363 583359 449611 133748 3437672 2390851 995256 51565 2033674 1643852 359317 30505 5107085 5107085 248960 248960 40606 40606 4127659 4120874 6785 123797 2349 121448 5353765 3483468 1870297 1587743 19371 1568372 1726174 1726174 215591 130315 85276 1300163 1300163 5574010 5574010 677083 677083 MEDICAL & PHARMACY SUPP 16593307 16578333 14974 REPAIRS & MAINTENANCE 2156193 2086854 69339 FOOD 1422933 1422933 OTHER EXPENSES 1323593 946506 377087 503466 32275 471191 78694828 61563742 16691653 439433 4950384 7224957 2214813 2454417 2980540 3152614 102400 1067685 1122763 981189 541062 123483802 70069626 55157784 53414176 16165527 18351564 1160099 11356605 18139496 94874527 105663548 1173534 1528253 21036990 23437947 19565092 18143129 30430792 42316977 72206408 85426306 X 12681385 9334402 9986734 10902840 22668119 20237242 94874527 105663548 X -7147433 2669861 2046695 X 0 1 X 1 0 X 646579 3462526 6457360 4470640 4344375 19381480 50820791 55177952 53960685 60438867 67411272 287809567 51467370 58640478 60418045 64909507 71755647 307191047 13815 36725 12082 21152 83774 0 13815 36725 12082 21152 83774 307107273 185507 914287 908140 446644 984998 3439576 185507 914287 908140 446644 984998 3439576 79071 79071 51731948 59554765 61326185 65356151 72740645 310709694 0.98840 0.98910 0.01110 0.00920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 16494 16494 0 PART II-B, LINE 1: A PORTION OF THE ORGANIZATION'S DUES TO THE NATIONAL PACE ASSOCIATION AND THE PENNSYLVANIA LIFE PROVIDER ALLIANCE IS USED FOR LOBBYING. 528035 0 7481678 784733 8266411 7114663 367015 7481678 6554270 32230 528168 7114663 6537667 9508 7095 6554270 3599781 108511 3093004 263629 6537667 0.79240 0.13720 0.07040 0 0 3180000 3180000 99598163 57202365 42395798 4480381 2365152 2115229 16201689 10502109 5699580 23569 23569 53414176 OTHER RECEIVABLES 212626 FUNDS HELD IN TRUST 4242719 RIGHT OF USE ASSETS-LEASES 11135667 RESIDENT TRUST FUNDS 46388 OTHER DEPOSITS 418858 BENEFICIAL INTEREST IN NET ASSETS OF ASBURY FOUNDATION 1794196 VALUATION OF DERIVATIVE INSTRUMENTS 289042 18139496 LEASES PAYABLE 11352924 DEFERRED GIVING ARRANGEMENTS 128441 ENTRANCE FEES (EF)-REFUNDABLE 766123 CONTINGENT REFUNDABLE EF 5111507 RESIDENT & OTHER DEPOSITS 405386 DUE TO ACOMM 21098593 RESERVE FOR LIFE PROGRAM 3454003 42316977 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 ORGANIZATION HAS IMPLEMENTED PROCESSES TO ENSURE COMPLIANCE WITH THE IRC INTERMEDIATE SANCTIONS PROVISIONS FOR ALL ITS SUPPORTED ORGANIZATIONS, INCLUDING THE ORGANIZATION. THIS INCLUDES AN INDEPENDENT REVIEW BY THE BOARD'S COMPENSATION COMMITTEE OF ALL COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS AND OUTSIDE COMPENSATION CONSULTANTS TO PROVIDE INDEPENDENT THIRD-PARTY REVIEW AND ADVISEMENT, AND THE IMPLEMENTATION OF A DETAILED CONFLICT-OF-INTEREST POLICY AND ANNUAL DISCLOSURE PROCESS FOR ALL DISQUALIFIED PERSONS. 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. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. 1 BENEVOLENT CARE FOR ALBRIGHT RESIDENTS 15 733819 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. X X X X 0 1 0 0 0 0 0 0 0 ANDREW JEANNERET TREASURER 0 392589 0 135322 0 52706 0 17730 0 18514 0 616861 0 50895 ANDREW JOSEPH SECRETARY 0 307669 0 84064 0 49270 0 12270 0 16745 0 470018 0 47871 SHAUN T SMITH PRESIDENT 0 305642 0 66835 0 2373 0 16117 0 24032 0 414999 0 0 DON NGUYEN MEDICAL DIRECTOR 0 221417 0 27007 0 4166 0 8479 0 26525 0 287594 0 0 CHRISTOPHER MORELLO VICE PRESIDENT 0 146565 0 25674 0 1128 0 7826 0 24032 0 205225 0 0 AARON BARTH EXECUTIVE DIRECTOR (RW) 0 142914 0 14250 0 1121 0 7057 0 23823 0 189165 0 0 LAUREN DIETER EXECUTIVE DIRECTOR (NR) 0 156917 0 15716 0 626 0 7336 0 8272 0 188867 0 0 LOUISE SHIVELY VICE PRESIDENT 0 156089 0 5007 0 7831 0 6781 0 8837 0 184545 0 0 FRANCINE ASHBY VICE PRESIDENT 0 130885 0 18167 0 1234 0 6614 0 16745 0 173645 0 0 JOHN T BLESSING ASST TREASURER 0 139155 0 4023 0 2615 0 6291 0 16745 0 168829 0 0 KRYSTAL BEITZ PHARMACY MANAGER 0 141084 0 6948 0 160 0 5295 0 1527 0 155014 0 0 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, RESPECTIVELY, IN 2023. 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. A TRUIST BANK 230570293 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 2148997 10000000 10000000 2014 0 0 1 1 B 3955000 14404000 207004 14196996 2018 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 0 0 1 TRUIST BANK 16.969863000000 0 0 0 0 1 B 0 1 0 0 0 1 TRUIST BANK 1.761643800000 0 0 0 0 1 A 1 B 1 FORM 990, PART III, LINE 4 ALBRIGHT CARE SERVICES, IS THE NOT-FOR-PROFIT OWNER AND OPERATOR OF NORMANDIE RIDGE (YORK, PA) AND RIVERWOODS, (LEWISBURG, PA), WARRIOR RUN MANOR (WATSONTOWN, PA), ALBRIGHT PHARMACY, AND ALBRIGHT LIFE. ALBRIGHT CARE SERVICES IS THE LEGAL ENTITY RESPONSIBLE FOR PROVIDING SERVICES TO THE RESIDENTS OF THESE COMMUNITIES AND CLIENTS SERVED BY ALBRIGHT LIFE. IN 2019, ALBRIGHT CARE SERVICES AFFILIATED WITH ASBURY COMMUNITIES, INC., A NOT-FOR-PROFIT SUPPORTING ORGANIZATION OF A SYSTEM OF SENIOR LIVING AND HEALTH SERVICE PROVIDERS. ASBURY PROVIDES DEFINED BUSINESS, ADMINISTRATIVE, AND OPERATIONAL SUPPORT TO A SYSTEM OF 501(C)(3) TAX-EXEMPT, NOT-FOR-PROFIT SUPPORTED ORGANIZATIONS THAT PROVIDE RESIDENTIAL LIVING AND HEALTH CARE SERVICES TO THE AGED. BEYOND RESIDENTIAL HOUSING FOR THE AGED, THE SUPPORTED ORGANIZATIONS ALSO PROVIDE ASSISTED LIVING, SKILLED NURSING, LONG TERM CARE, PACE (LIFE) PROGRAMMING, REHABILITATION, PHARMACY, AND OTHER ANCILLARY SERVICES PURSUANT TO THEIR RESPECTIVE NOT-FOR-PROFIT MISSIONS. THE ASBURY COMMUNITIES SYSTEM OF SENIOR LIVING AND HEALTH SERVICE PROVIDERS ORIGINATED WITH ASBURY METHODIST VILLAGE, WHICH WAS ORIGINALLY ESTABLISHED IN 1926 AS THE METHODIST HOME FOR ORPHANS AND THE AGED. ALBRIGHT CARE SERVICES SHARES ASBURY'S FAITH-BASED HERITAGE HAVING BEEN ESTABLISHED IN 1916 AS THE UNITED EVANGELICAL HOME, SERVING WIDOWED PARISHIONERS AND ORPHANS. ALTHOUGH NO LONGER FORMALLY AFFILIATED WITH THE UNITED METHODIST CHURCH, ASBURY COMMUNITIES REMAINS COMMITTED TO THE ETHICAL PRINCIPLES AND SPIRIT OF ITS HISTORICAL ROOTS. WE CARRY THOSE VALUES FORWARD IN OUR MISSION AND OUR GUIDING PRINCIPLE OF DOING ALL THE GOOD WE CAN WITH INTEGRITY, TRANSPARENCY, AND GRACE. THE PROVIDERS WITHIN ALBRIGHT CARE SERVICES ARE COMMITTED TO FULFILLING ASBURY'S MISSION FOR THOSE WE SERVE AND TO BE A VALUED PARTNER IN THE REGIONS WHERE THEY OPERATE. EACH YEAR, OUR LEADERS AND ASSOCIATES WORK WITH SERVICE ORGANIZATIONS, HEALTH PROVIDERS AND FOUNDATIONS THAT ADDRESS THE NEEDS OF THE GREATER COMMUNITY. WE ACCOMPLISH THIS IN THREE PRIMARY WAYS: -PROVIDING A BENEVOLENT CARE PROGRAM FOR ELIGIBLE RESIDENTS WHO OUTLIVE THEIR RESOURCES THROUGH NO FAULT OF THEIR OWN (SEE BELOW, 2023 BENEVOLENT CARE); -PROVIDING UNREIMBURSED MEDICAL SERVICES ABOVE MEDICAID CONTRACTED PAYMENT RATES FOR RESIDENTS RECEIVING SERVICES AT ASBURY'S SKILLED NURSING CENTERS (SEE BELOW, 2023 UNREIMBURSED SERVICES); AND, -SUPPORTING AND PARTNERING WITH NUMEROUS CHARITABLE AND COMMUNITY ORGANIZATIONS AND PROVIDING INTERNSHIP AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR A WIDE RANGE EDUCATIONAL INSTITUTIONS AND AGING SERVICES AND HEALTH PROVIDERS, (SEE SECTION, COMMUNITY BENEFIT). IN ADDITION, ALBRIGHT CARE SERVICES, IS THE SUPPORTING ORGANIZATION OF WARRIOR RUN MANOR, WITH 75 HUD AFFORDABLE SENIOR HOUSING APARTMENTS. ASBURY FOUNDATION THE ASBURY FOUNDATION, A NOT-FOR-PROFIT ORGANIZATION, SECURES PHILANTHROPIC GIFTS TO SUPPORT AND ENHANCE QUALITY OF LIFE FOR OLDER ADULTS SERVED BY THE ASBURY SYSTEM, THROUGH BENEVOLENT CARE, NEW PROGRAMS AND SERVICES THAT PROMOTE RESIDENTS' WELL-BEING, AND SCHOLARSHIPS FOR ASBURY ASSOCIATES.ASBURY FOUNDATION HAS SECURED MORE THAN $500,000 IN SCHOLARSHIPS FUNDS, WITH MANY OF THOSE DOLLARS GOING TOWARD CAREER ADVANCEMENT IN THE NURSING AND HEALTHCARE FIELDS. SECTION I: BENEVOLENT CARE - 2023 BENEVOLENT CARE IS THE PAYMENT BY THE ORGANIZATION OF RESIDENTS' FEES, INCLUDING MONTHLY, AND ANCILLARY FEES, AND CERTAIN THIRD-PARTY EXPENSES, FOR RESIDENTS WHO HAVE EXHAUSTED THEIR ASSETS AND MEET ELIGIBILITY REQUIREMENTS FOR THE PROGRAM. BENEVOLENT CARE IS AT THE HEART OF ASBURY'S GUIDING PRINCIPLE TO DO ALL THE GOOD WE CAN WITH INTEGRITY, TRANSPARENCY, AND GRACE. IN 2023, MORE THAN $6.2 MILLION IN ANNUAL FUNDS AND UNRESTRICTED GIFTS WERE CONTRIBUTED TO HELP MEET IMMEDIATE BENEVOLENT CARE NEEDS FOR 88 COMMUNITY LIVING RESIDENTS: ASBURY METHODIST VILLAGE $1,986,699 ASBURY PLACE KINGSPORT $54,360 ASBURY PLACE MARYVILLE $32,945 ASBURY SOLOMONS $573,262 BETHANY VILLAGE $719,300 NORMANDIE RIDGE $465,135 RIVERWOODS $165,161 SPRINGHILL $216,366 TOTAL $4,213,228 SECTION II: UNREIMBURSED MEDICAL SERVICES UNREIMBURSED MEDICAL SERVICES ARE THE TOTAL COST AND EXPENSES INCURRED IN THE PROVISION OF CARE TO RESIDENTS OF ASBURY'S SKILLED NURSING CENTERS THAT EXCEED THE REIMBURSEMENT PROVIDED BY CERTAIN PAYOR SOURCES, INCLUDING MEDICAID (MEDICAL ASSISTANCE). ASBURY METHODIST VILLAGE $3,786,537 ASBURY PLACE KINGSPORT $0.00 ASBURY PLACE MARYVILLE $341,109 ASBURY SOLOMONS $581,797 BETHANY VILLAGE $628,342 NORMANDIE RIDGE $891,790 RIVERWOODS $2,753,293 SPRINGHILL $459,458 TOTAL $9,442,326 SECTION III: COMMUNITY BENEFIT AS NOT-FOR-PROFIT ORGANIZATIONS, ALBRIGHT CARE SERVICES AND ASBURY ARE COMMITTED TO PROVIDING BENEFIT TO THE REGIONS WHERE WE OPERATE BY PARTNERING WITH ORGANIZATIONS AND INSTITUTIONS THAT PROVIDE NEEDED SERVICES TO OTHERS OR ADDRESS UNMET NEEDS. EXAMPLES OF OUR COMMUNITIES' LOCAL PRESENCE ARE WIDE RANGING. SOME CATEGORIES INCLUDE: -PROVIDING DAILY MEALS ON WHEELS MEALS AND PROGRAM MANAGEMENT FOR THE LEWISBURG, PA. REGION AT RIVERWOODS, AS WELL AS COORDINATING AND PROVIDING RESIDENT VOLUNTEERS FOR THE PROGRAM -TRAINING THE NEXT GENERATION OF CAREGIVERS AND AGING SERVICES PROFESSIONALS AND LEADERS THROUGH INTERNSHIPS AND PROFESSIONAL DEVELOPMENT PROGRAMS -FOSTERING ENVIRONMENTAL SUSTAINABILITY THROUGH ENERGY-USE REDUCTION PROGRAMS AND PROJECTS THAT HELP PROTECT THE CHESAPEAKE BAY AND LOCAL WATERSHEDS -SUPPORTING AT-RISK YOUTH AND FAMILIES THROUGH A MENTORING AND ADVOCACY PROGRAM WITH LOCAL GOVERNMENT AND SCHOOLS -SEEKING OPPORTUNITIES TO TAKE OUR SERVICES TO AT-RISK SENIORS WHO DO NOT LIVE AT OUR COMMUNITIES THROUGH GRANTS AND PARTNERSHIPS WITH PEER ORGANIZATIONS -DONATING SPACE AT OUR COMMUNITIES FOR LOCAL CIVIC ORGANIZATIONS -DONATING DURABLE MEDICAL EQUIPMENT OR OTHER SUPPLIES AND FOOD AND OTHER ITEMS THAT SUPPORT UNDERSERVED PEOPLE -FUNDRAISING FOR AGING-RELATED ORGANIZATIONS SUCH AS ALZHEIMER'S ASSOCIATION AS WELL AS LOCAL CHARITABLE ORGANIZATIONS SUCH AS HOMELESS SHELTERS AND FOOD KITCHENS -PROVIDING EDUCATIONAL PRESENTATIONS ON TOPICS BENEFICIAL TO SENIORS AND FAMILY MEMBERS -PROVIDING PEER-TO-PEER PRESENTATIONS ON INNOVATIONS IN SENIOR WELLNESS AND TECHNOLOGY 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 10/23/24. 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 2023. 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 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 2023. 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 -85,434. CHANGE IN VALUE OF DEFERRED GIVING ARRANGEMENTS -24,078. TRANSFER OF CAPITAL 2,000,000. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 156,207. 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