Civic Intelligence

Asbury Inc.

990 • Fiscal year 2014 • EIN 62-0630670

Apr 01, 2013 to Mar 31, 2014 • Filed on Feb 11, 2015

910 Wilder Chapel Lane37804

(865) 982-6109

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.67x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

1.39x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

23rd percentile

-1.6%

Higher net margin than 23% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

45th percentile

4.1%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

5.0%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2014

Assets

Up

$72,662,938

Up $2,868,706 (+4.1%) from 2013

Net Assets

Down

$24,016,809

Down $115,710 (-0.5%) from 2013

Liabilities

Up

$48,646,129

Up $2,984,416 (+6.5%) from 2013

Revenue

$35,067,862

No earlier filing loaded for comparison.

Expenses

Up

$35,622,457

Up $1,463,269 (+4.3%) from 2013

Net Income

-$554,595

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0-$50MAssets 2010: $44,569,100Liabilities 2010: $20,486,049Net Assets 2010: $24,083,0512010Assets 2011: $48,448,704Liabilities 2011: $24,244,494Net Assets 2011: $24,204,2102011Assets 2012: $59,301,690Liabilities 2012: $35,186,048Net Assets 2012: $24,115,6422012Assets 2013: $69,794,232Liabilities 2013: $45,661,713Net Assets 2013: $24,132,5192013Assets 2014: $72,662,938Liabilities 2014: $48,646,129Net Assets 2014: $24,016,8092014Assets 2015: $72,871,500Liabilities 2015: $49,366,476Net Assets 2015: $23,505,0242015Assets 2016: $72,075,589Liabilities 2016: $50,001,687Net Assets 2016: $22,073,9022016Assets 2017: $94,907,193Liabilities 2017: $74,069,568Net Assets 2017: $20,837,6252017Assets 2018: $90,743,153Liabilities 2018: $79,142,823Net Assets 2018: $11,600,3302018Assets 2019: $86,320,952Liabilities 2019: $79,905,006Net Assets 2019: $6,415,9462019Assets 2020: $86,285,045Liabilities 2020: $80,630,740Net Assets 2020: $5,654,3052020Assets 2021: $80,704,465Liabilities 2021: $76,352,491Net Assets 2021: $4,351,9742021Assets 2022: $66,660,803Liabilities 2022: $79,445,309Net Assets 2022: -$12,784,5062022Assets 2023: $17,670,573Liabilities 2023: $56,043,241Net Assets 2023: -$38,372,6682023Assets 2024: $1,205,468Liabilities 2024: $3,691,095Net Assets 2024: -$2,485,6272024

Highlighted filing

2014

Assets$72,662,938
Liabilities$48,646,129
Net Assets$24,016,809

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $27,476,9432010Revenue 2011: $30,323,334Expenses 2011: $29,950,651Net Income 2011: $372,6832011Expenses 2012: $31,606,6382012Expenses 2013: $34,159,1882013Revenue 2014: $35,067,862Expenses 2014: $35,622,457Net Income 2014: -$554,5952014Revenue 2015: $34,119,151Expenses 2015: $34,817,078Net Income 2015: -$697,9272015Revenue 2016: $32,292,456Expenses 2016: $33,097,276Net Income 2016: -$804,8202016Revenue 2017: $30,152,865Expenses 2017: $32,334,858Net Income 2017: -$2,181,9932017Revenue 2018: $31,104,689Expenses 2018: $36,702,574Net Income 2018: -$5,597,8852018Revenue 2019: $32,958,274Expenses 2019: $39,393,614Net Income 2019: -$6,435,3402019Revenue 2020: $36,429,662Expenses 2020: $42,655,446Net Income 2020: -$6,225,7842020Revenue 2021: $39,927,876Expenses 2021: $42,539,440Net Income 2021: -$2,611,5642021Revenue 2022: $30,099,366Expenses 2022: $45,732,769Net Income 2022: -$15,633,4032022Revenue 2023: $28,692,615Expenses 2023: $44,286,520Net Income 2023: -$15,593,9052023Revenue 2024: $4,663,273Expenses 2024: $0Net Income 2024: $4,663,2732024

Highlighted filing

2014

Revenue$35,067,862
Expenses$35,622,457
Net Income-$554,595
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$35,068,467
Mission and Program Overview

Mission

Celebrate life - every day, through every circumstance, with every person, in every way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$43,330,014$45,219,268▲ $1,889,254
Investments Other Securities$9,251,523$12,771,690▲ $3,520,167
Cash and Non-Interest-Bearing Accounts$11,330,695$9,487,573▼ $1,843,122
Accounts Receivable$3,019,192$2,233,314▼ $785,878
Prepaid Expenses and Deferred Charges$1,203,042$1,337,782▲ $134,740
Other Notes and Loans Receivable, Net$585,279$575,310▼ $9,969
Total Assets$69,794,232$72,662,938▲ $2,868,706
Other Assets Total$1,074,487$1,038,001▼ $36,486
Liabilities
Mortgage Notes Payable Secured by Investment Property$25,729,393$24,125,650▼ $1,603,743
Deferred Revenue$15,832,114$21,112,363▲ $5,280,249
Accounts Payable and Accrued Expenses$4,027,647$3,243,845▼ $783,802
Other Liabilities$72,559$164,271▲ $91,712
Total Liabilities$45,661,713$48,646,129▲ $2,984,416
Net Assets / Fund Balance
Unrestricted Net Assets$23,976,396$23,818,038▼ $158,358
Temporarily Rstr Net Assets$102,732$145,380▲ $42,648
Permanently Rstr Net Assets$53,391$53,391→ $0
Total Net Assets Fund Balance$24,132,519$24,016,809▼ $115,710
Total Liabilities and Net Assets / Fund Balance$69,794,232$72,662,938▲ $2,868,706

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$38,900,277$17,553,195$56,453,472
Equipment$4,411,911$6,469,681$10,881,592
Other Land Buildings$648,488$957,239$1,605,727
Land$1,258,592-$1,258,592
Other Securities$9,840,773--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$53,391---$53,391
2012$53,391---$53,391
2011$53,391---$53,391
2010$451,965--$451,965-
2009$451,965---$451,965
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sandra DavisChair
Guy WilsonVice Chair
Angel NormanBoard Member
Bob MccollumBoard Member
Cole PiperBoard Member
Larry MartinBoard Member
Marvin EichornBoard Member
Michael CullenBoard Member
Nellie Ward ColeBoard Member
Stephen C DavesBoard Member
Marsheine McclurgSecretary
Beth StubbsTreasurer
Rhonda TerantoVP of Financial Strategies
Marjorie ShonnardVP Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Aramark INCFood Supplies & Housekeeping Service-$2,567,206
Functional Pathways Of TennesseeTherapy Services-$2,338,291
The Asbury Group INCManagement, Information Technology-$2,227,644
Mitch Cox Construction INCConstruction Services-$1,050,351
Pharmacy Network Services INCPharmacy Services-$937,475
Revenue and Support

Revenue Composition

Contributions and Grants
$40,566
Program Service Revenue
$34,520,090
Investment Income
$507,206
Other Revenue
$0
All Other Contributions
$40,566
Change in Net Assets
$-554,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,914,097
Salaries, Compensation, and Employee Benefits$16,708,360
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,807,655$955,416-$13,763,071
Fees for Services Other$4,045,453$227,752-$4,273,205
Depreciation Depletion$2,385,881--$2,385,881
Fees for Services Management-$2,227,644-$2,227,644
Occupancy$1,071,755$1,154,900-$2,226,655
Other Employee Benefits$1,721,129$20,955-$1,742,084
Payroll Taxes$972,677$74,137-$1,046,814
Office Expenses$652,271$228,674-$880,945
Interest$2,205$769,800-$772,005
Insurance$558,351--$558,351
Other Expenses$489,839$349,420-$489,839
All Other Expenses$273,737$145,584-$419,321
Advertising$169,136$13,606-$182,742
Pension Plan Contributions$153,612$2,779-$156,391
Travel$29,691$75,669-$105,360
Fees for Services Accounting-$51,694-$51,694
Fees for Services Legal-$11,206-$11,206
Total Functional Expenses$29,312,745$6,309,712$0$35,622,457
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Guy WilsonBoard MemberSee BelowNo$937,475
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
WORKERS' COMPENSATION RESERVE$164,271

Bond Issues

BondIssuerIssuedIssue PricePurpose
C62-11924192010-12-30$16,000,000To finance construction of 36 new units, improvements, pay bond fees
A62-11924192007-05-30$13,415,000Reimburse corporation for a swap termination payment, refinance bank loan
B62-11924192007-05-30$920,000Refund prior bonds, fund reserve fund #1, and to pay certain expenses

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
C$16,000,000--$264,422
A$13,353,977--$234,763
B$920,000--$293,783

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization is under a management agreement with the asbury group.

Form 990, Part VI, Section B, Line 11

The asbury, inc. 990 for the year ended 3/31/2014 was posted to the asbury boardlink intranet site for the board to review. Any comments were forwarded to jack edwards, regulatory reporting & tax manager for asbury communities, inc..

Form 990, Part VI, Section B, Line 12C

The organization recognizes that the potential for conflict of interest exists for decision-makers at all levels with asbury. This includes members of the governing board, administration, and all personnel in positions to make and/or influence decisions. It is asbury's policy that any potential conflict of interest be disclosed so that appropriate actions may be taken to ensure such conflict does not inappropriately influence decisions. Any member of the board of directors being aware of any potential conflict of interest is expected to disclose this potential conflict to other board members, refrain from undue influence, and abstain from voting. Stating one's position, and/or answering questions of other members may be in order. The minutes of the meeting will reflect any such disclosures and abstention.

Form 990, Part VI, Section B, Line 15

A study prepared by an outside consultant is utilized when considering salary and salary increases.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

EIN
62-0630670
Phone
8659826109

Signing Officer

Name
Marjorie Shonnard
Title
VP of Operations
Phone
8659826109
Signed
2015-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marjorie Shonnard
Formed
1956
Legal Domicile
Tn
Voting Board Members
11
Independent Board Members
10
Employees
816
Volunteers
34

Preparer

Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other: program service expenses 4,045,453. Management and general expenses 227,752. Fundraising expenses 0. Total expenses 4,273,205.

FORM 990, PART XII, LINE 2C:

No change in method from prior year.

Financial Statement Notes

PART V, LINE 4:

Permanently restricted net assets represent endowment contributions. The state of tennessee has adopted the tennessee prudent management of institutional funds act ("upmifa"). With this adoption in the prior year, the organization examined its permanently restricted net assets and determined that approximately $452,000 should be reclassified as unrestricted net assets. A reclassification was made by the organization regarding these assets at march 31, 2011. The organization determined the remaining $53,391 which was received during 2011 and represents the original value of the donations, is properly classified as permanently restricted net assets at march 31, 2013 and 2011. Income earned from the related investments is unrestricted. The organization received no permanently restricted donations during the year ended march 31, 2012.

PART X, LINE 2:

Asbury, inc. Is a not-for-profit organization as described under section 501(c)(3) of the internal revenue code (the "code") and is exempt from federal income taxes. The income tax return for asbury, inc. Is subject to review and examination by federal and state authorities. Asbury, inc. Is not aware of any activities that would jeopardize their tax-exempt status. The organization has adopted guidance in the income tax standard regarding the recognition and measurement of uncertain tax positions. The implementation has had no impact on the organization's financial statements.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0ASBURY, INC. PROVIDES A REGIONAL NETWORK OF CONTINUING CARE RETIREMENT COMMUNITIES THAT MINISTER TO THE SPIRITUAL AND PHYSICAL NEEDS OF ITS RESIDENTS, PROVIDE A SAFE, CLEAN, AND COMFORTABLE ENVIRONMENT, AND TREAT SENIORS WITH RESPECT AND DIGNITY. OVER 1,000 CLIENTS SERVED DURING THE YEAR.ASBURY, INC. CONTRIBUTES TIME, SPACE AND MANPOWER BACK TO THE GREATER COMMUNITY IN WHICH ITS CONTINUING CARE RETIREMENT COMMUNITIES ARE LOCATED. ALL OF THE COMMUNITIES PROVIDE CHARITY CARE TO THOSE RESIDENTS WHOSE NEEDS EXCEED THEIR FUNDS, AND NO RESIDENT HAS EVER BEEN ASKED TO LEAVE AN ASBURY, INC. COMMUNITY BECAUSE OF DEPLETED FUNDS THROUGH NO FAULT OF THEIR OWN.HIGHLIGHTS OF THIS YEARS COMMUNITY BENEFIT ACCOMPLISHMENTS AT ASBURY, INC. INCLUDE THE FOLLOWING:ALZHEIMERS WALK TO BENEFIT ALZHEIMERS TN. TEAM ASBURY HAD OVER 90 PARTICIPANTS, ABOUT 20% WERE RESIDENTS. FUND RAISERS HOSTED THROUGHOUT THE YEAR INCLUDING CHILI COOKOFF, SOUP LUNCHES, ETC. ASBURY PLACE IS ALSO A PREMIER SPONSOR OF THIS EVENT, LOGO APPEARS ON THE BACK OF THE WALK T-SHIRT AND PROMINENTLY DISPLAYED ON THE WALK BROCHURE AND WEBSITE. WE USUALLY PLACE IN THE TOP 3 IN AMOUNT OF $$ DONATED.UNITED WAY CAN/FOOD DRIVE. RESIDENTS AND ASSOCIATES COLLECTED OVER 2,500 POUNDS OF FOOD, AND ASBURY WON 1ST PLACE IN OUR DIVISION WITH AN AVERAGE OF 10.36 POUNDS PER ASSOCIATE COLLECTED. RECYCLING: OUR RESIDENTS & ASSOCIATES RECYCLE PAPER, CARDBOARD, CANS, PLASTIC, AND BATTERIES. RESIDENTS IN AL HAVE BINS IN THEIR LAUNDRY ROOMS, APARTMENTS HAVE BINS IN EACH BUILDING, ASSOCIATES PARTICIPATE BY COLLECTING OFFICE PAPER AT THEIR DESKS AND DUMPING EACH WEEK IN OUR RECYCLE DUMPSTER ON SITE. ONSITE CARDBOARD, PAPER, AND ALUMINUM RECYCLING BINS.AL RESIDENTS REGULARLY PARTICIPATE IN MAKING CLOTHES AND COLLECTING SCHOOL SUPPLIES FOR HAITI ORPHANAGE, LOCAL RESCUE SQUAD, CHILDRENS HOSPITAL, & BLOUNT MEMORIAL.ASBURY RESIDENTS COLLECT "BOX TOPS FOR EDUCATION" FOR THE CHILDREN AT COULTER GROVE ELEMENTARY SCHOOL.HC AND AL RESIDENTS MAKE POTTERY CROSSES FOR A MISSION TRIPS TO LATVIA & HAITI.HC EMPLOYS 2 TEENAGE INTERNS FROM THE TN CAREER CENTER FOR 10 WEEKS.AL COLLECTS DONATIONS OF CLOTHES, SHOES, ETC FOR MONTHLY TRIP TO NEW PROVIDENCE WHERE THEY HOST A RUMMAGE SALE TO RAISE $ FOR AREA MINISTRIES.ASBURY IN MISSION GROUP INVOLVED IN SUPPORTING LOCAL BATTERED WOMENS HOME AND VARIOUS OTHER LOCAL CHARITIES AND NON-PROFIT ORGANIZATIONS.ASBURY HAS "ADOPTED A MILE" OF AMERINE ROAD ON FOR THE KEEP BLOUNT BEAUTIFUL ORGANIZATION, WE KEEP LITTER PICKED UP AND HOST CLEAN UP DAYS W/ASSOCIATES.VESPERS CONGREGATION DONATES MONEY TO HEALTH CARE CENTER RESIDENT CHRISTMAS FUND YEARLY. (FUND PROVIDES A GIFT FOR EACH RESIDENT IN THE NURSING HOME) VESPERS CONGREGATION DONATES MONEY TO CAMP WESLEY WOODS SO THAT A CHILD CAN ATTEND SUMMER CAMP AT NO CHARGE.ASBURY SPONSORS A CHRISTMAS TREE ON THE BLOUNT COUNTY COURTHOUSE LAWN EACH YEAR, RESIDENTS MAKE ORNAMENTS, ASBURY SIGN PROMINENTLY DISPLAYED IN FRONT.HOSTED COMMUNITY EASTER EGG HUNT AT THE AL, HAD AREA PUBLIC SERVICE PROVIDERS BRING FIRETRUCKS, POLICE CARS, ETC. RESIDENTS DONATED THE CANDY AND HAD AN EASTER BONNET CONTEST.WE HOST THE GIRL SCOUTS IN THE COMMUNITY FOR TRICK-OR-TREATING AT AL AND HC IN OCTOBER, RESIDENTS AND ASSOCIATES COLLECT CANDY THROUGHOUT THE MONTH OF OCTOBER.VETERANS HISTORY PROJECT -- SPONSORED BY DAUGHTERS OF THE CONFEDERACY ASBURY PROVIDED LOCATION FOR FILMING VETERAN INTERVIEWS, INCLUDING SOME OF OUR OWN RESIDENTS, WHICH WERE SENT TO LIBRARY OF CONGRESS FOR THE NATIONAL ARCHIVES.ORGANIZE EARLY VOTING ON CAMPUS FOR RESIDENTS IN THE AL & HC.WE HAVE 2 RESIDENTS THAT ARE STORYTELLERS THAT REGULARLY "PERFORM" AT MARYVILLE COLLEGE AND OTHER VENUES IN THE AREA.SEVERAL RL RESIDENTS THAT REGULARLY VOLUNTEER AT BLOUNT MEMORIAL HOSPITAL, MEALS ON WHEELS, IN OUR OWN HEALTH CARE CENTER.WE HAVE APPROX. 13 VOLUNTEERS THAT "WORK" ON OUR CAMPUS.WE EMPLOY PRN ACTIVITY ASSISTANTS, COLLEGE STUDENTS.ASBURY HOSTED 2 AARP DRIVER SAFETY TRAINING CLASSES FOR RESIDENTS AS WELL AS SE
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IRS990/ExpenseAmt029312745
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt051694
IRS990/FeesForServicesAccountingGrp/TotalAmt051694
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt011206
IRS990/FeesForServicesLegalGrp/TotalAmt011206
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt02227644
IRS990/FeesForServicesManagementGrp/TotalAmt02227644
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0227752
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04045453
IRS990/FeesForServicesOtherGrp/TotalAmt04273205
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1350.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0GUY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN C DAVES
IRS990/Form990PartVIISectionAGrp/PersonNm2MARVIN EICHORN
IRS990/Form990PartVIISectionAGrp/PersonNm3LARRY MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm4MARSHEINE MCCLURG
IRS990/Form990PartVIISectionAGrp/PersonNm5BETH STUBBS
IRS990/Form990PartVIISectionAGrp/PersonNm6ANGEL NORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL CULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm8SANDRA DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm9NELLIE WARD COLE
IRS990/Form990PartVIISectionAGrp/PersonNm10COLE PIPER
IRS990/Form990PartVIISectionAGrp/PersonNm11BOB MCCOLLUM
IRS990/Form990PartVIISectionAGrp/PersonNm12RHONDA TERANTO
IRS990/Form990PartVIISectionAGrp/PersonNm13MARJORIE SHONNARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF FINANCIAL STRATEGIES
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-605
IRS990/GainOrLossGrp/SecuritiesAmt0203391
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0203391
IRS990/GrossReceiptsAmt035068467
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0558351
IRS990/InsuranceGrp/TotalAmt0558351
IRS990/InterestGrp/ManagementAndGeneralAmt0769800
IRS990/InterestGrp/ProgramServicesAmt02205
IRS990/InterestGrp/TotalAmt0772005
IRS990/InvestmentIncomeGrp/ExclusionAmt0304420
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0304420
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09251523
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012771690
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0106
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024980115
IRS990/LandBldgEquipBasisNetGrp/BOYAmt043330014
IRS990/LandBldgEquipBasisNetGrp/EOYAmt045219268
IRS990/LandBldgEquipCostOrOtherBssAmt070199383
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0605
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SENIOR COMMUNITIES THAT OFFER FREEDOM AND SECURITY WITH COMPASSION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt025729393
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt024125650
IRS990/NetAssetsOrFundBalancesBOYAmt024132519
IRS990/NetAssetsOrFundBalancesEOYAmt024016809
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0202786
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0202786
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0438885
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01154900
IRS990/OccupancyGrp/ProgramServicesAmt01071755
IRS990/OccupancyGrp/TotalAmt02226655
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0228674
IRS990/OfficeExpensesGrp/ProgramServicesAmt0652271
IRS990/OfficeExpensesGrp/TotalAmt0880945
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01074487
IRS990/OtherAssetsTotalGrp/EOYAmt01038001
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020955
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01721129
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01742084
IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0476
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1349420
IRS990/OtherExpensesGrp/ProgramServicesAmt01803360
IRS990/OtherExpensesGrp/ProgramServicesAmt11514246
IRS990/OtherExpensesGrp/ProgramServicesAmt2661747
IRS990/OtherExpensesGrp/ProgramServicesAmt3489839
IRS990/OtherExpensesGrp/TotalAmt01803836
IRS990/OtherExpensesGrp/TotalAmt11514246
IRS990/OtherExpensesGrp/TotalAmt21011167
IRS990/OtherExpensesGrp/TotalAmt3489839
IRS990/OtherLiabilitiesGrp/BOYAmt072559
IRS990/OtherLiabilitiesGrp/EOYAmt0164271
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0955416
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012807655
IRS990/OtherSalariesAndWagesGrp/TotalAmt013763071
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0585279
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0575310
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt074137
IRS990/PayrollTaxesGrp/ProgramServicesAmt0972677
IRS990/PayrollTaxesGrp/TotalAmt01046814
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02779
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0153612
IRS990/PensionPlanContributionsGrp/TotalAmt0156391
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt053391
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt053391
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01203042
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01337782
IRS990/PrincipalOfficerNm0MARJORIE SHONNARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt033900326
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033900326
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070985
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt083080
IRS990/PYOtherExpensesAmt019200824
IRS990/PYOtherRevenueAmt025875
IRS990/PYProgramServiceRevenueAmt033658014
IRS990/PYRevenuesLessExpensesAmt0-321234
IRS990/PYSalariesCompEmpBnftPaidAmt014958364
IRS990/PYTotalExpensesAmt034159188
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033837954
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-554595
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt034520090
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt021050
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt033700
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt054750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042648
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0171421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0296596
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0304420
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0265470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt043082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt072399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0124069
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0809440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034520090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033658014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031382863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029894919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028258459
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0157714345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0304420
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0265470
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt043082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt072399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0124069
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0809440
IRS990ScheduleA/InvestmentIncomeCYPct00.00510
IRS990ScheduleA/InvestmentIncomePYPct00.00440
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0-2082

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$3.69$2.49$4.66$0.00$4.66
2023Detailed filing. Detailed filing data is available for this year.$17.7$56.0$38.4$28.7$44.3$15.6
2022Detailed filing. Detailed filing data is available for this year.$66.7$79.4$12.8$30.1$45.7$15.6
2021Detailed filing. Detailed filing data is available for this year.$80.7$76.4$4.35$39.9$42.5$2.61
2020Detailed filing. Detailed filing data is available for this year.$86.3$80.6$5.65$36.4$42.7$6.23
2019Detailed filing. Detailed filing data is available for this year.$86.3$79.9$6.42$33.0$39.4$6.44
2018Detailed filing. Detailed filing data is available for this year.$90.7$79.1$11.6$31.1$36.7$5.60
2017Detailed filing. Detailed filing data is available for this year.$94.9$74.1$20.8$30.2$32.3$2.18
2016Detailed filing. Detailed filing data is available for this year.$72.1$50.0$22.1$32.3$33.1$0.80
2015Detailed filing. Detailed filing data is available for this year.$72.9$49.4$23.5$34.1$34.8$0.70
2014Detailed filing. Detailed filing data is available for this year.$72.7$48.6$24.0$35.1$35.6$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.8$45.7$24.1$34.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.3$35.2$24.1$31.6
2011Summary only. Only limited summary data is available for this year.$48.4$24.2$24.2$30.3$30.0$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.6$20.5$24.1$27.5