2020-05-04T16:26:20-05:00 2019-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2018-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 SUZANNE OWENS PRESIDENT/CEO 2152569501 2020-04-29 1 CHRISTOPHER M PEKULA P00734965 2154414600 64.55.30.226 2020-04-29 08:49:55 ED P B6CE273AE17BE2F31834128D835D85405F3F7F7A 53E9ECDD8749ACF5AA2CFEC8BBAA20E901D428B8 2018 2021-01-29 14:40:06Z SUZANNE M OWENS 800 MAPLE AVENUE HARLEYSVILLE PA 19438 24739410 0 X PETERBECKERCOMMUNITY.COM X 1963 PA FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 11 11 397 275 0 0 1343323 493108 21777299 20976621 481054 633223 607924 522307 24209600 22625259 0 0 0 0 11882837 12255629 0 0 295867 10556346 10718964 22439183 22974593 1770417 -349334 83323819 86599993 58625335 62806199 24698484 23793794 FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 0 0 19880526 21476375 TO PROVIDE HEALTHCARE AND PROMOTE A HEALTHY LIFESTYLE TO A CAMPUS OF RESIDENTS IN RESIDENTIAL LIVING, PERSONAL CARE AND SKILLED NURSING. EXCESS REVENUE OVER EXPENSE ARE USED TO IMPROVE THE QUALITY OF LIFE, QUALITY OF RESIDENT CARE, AND TO EXPAND EXISTING SERVICES ENSURING THE CONTINUANCE OF THESE SERVICES FOR FUTURE GENERATIONS. 19880526 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 397 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X SUZANNE M OWENS 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 JACKI HOWENSTEIN SECRETARY 0.10 X X 0 0 0 LON SEITZ TREASURER 0.10 X X 0 0 0 M TERRY PAGE DIRECTOR 0.10 X 0 0 0 DONALD BRYANT DIRECTOR 0.10 X 0 0 0 RONALD G LUTZ DIRECTOR 0.10 X 0 0 0 MARK BALILES DIRECTOR 0.10 X 0 0 0 JOHN FRANKENFIELD CHAIRMAN 0.10 X X 0 0 0 STUART SUTER VICE CHAIRMAN 0.10 X X 0 0 0 CINDY LIMBERT DIRECTOR 0.10 X 0 0 0 THOMAS NOLAN DIRECTOR 0.10 X 0 0 0 LON CLEMMER DIRECTOR 0.10 X 0 0 0 BARBARA KELLER VP MARKETING 45.00 X 76031 0 12274 HARRY MCCONNELL COO 45.00 X 132265 0 6722 TIMOTHY MCQUAID V.P. OF FINANCE/CFO/ASST SECR. 45.00 X 143777 0 16536 SUZANNE M OWENS PRESIDENT/CEO 45.00 X 250689 0 21837 DAVID MERRICK VP MISSION SUPPORT 45.00 X 103738 0 15637 DANIELLE HEY VP HUMAN RESOURCES 45.00 X 101411 0 2760 ERICA MOSS NHA-ADMINISTRATOR 45.00 X 107622 0 2710 DON PRICE IMMEDIATE PAST CHAIR 0.10 X 0 0 0 915533 0 78476 8 0 1 0 BERKS RIDGE COMPANY ENTERPRISES INC 316 RUTH RD HARLEYSVILLE PA 19438 CONSTRUCTION 4618365 CURA HOSPITALITY 285 EAST WATERFRONT D285 EAST WATER HOMESTEAD PA 15120 FOOD SERVICES 1504471 ALLIANCE REHAB 40 W 11TH AVE YORK PA 17404 REHABILITATION SERVICES 549843 HOLZ AND HENRY INC 35 N RICHARDSON AVE LANSDALE PA 19446 CONSTRUCTION 423990 R DALE ZIEGLER INC 2455 OVERLOK LANE HARLEYSVILLE PA 19438 ROOFING 344342 16 44136 448972 493108 PROGRAM SERVICE REVENUE 623000 20976621 20976621 20976621 632035 632035 28940 6387 22553 22553 22553 2087043 2085855 1188 1188 1188 21909 44136 21909 0 MEALS REVENUE 623000 238571 238571 TELEPHONE 623000 73669 73669 HOUSEKEEPING & LAUNDRY 623000 61400 61400 126114 126114 499754 22625259 21476375 0 655776 959282 801192 135930 22160 8806505 7355259 1247482 203764 166026 138666 23519 3841 1616572 1350172 228999 37401 707244 590695 100187 16362 12603 12603 47090 47090 241489 215891 25598 30610 30610 659199 583131 69139 6929 1036675 926788 109887 23952 21076 2499 377 1061907 926593 135314 3377662 2996868 380794 318198 284469 33729 DIETARY 1498334 1498334 REPAIRS AND MAINTENANCE 711447 640186 71261 MEDICAL SERVICES 706164 705659 505 CONTRACT SERVICES 258887 234496 24391 734747 611051 118663 5033 22974593 19880526 2798200 295867 600 600 14280403 13718349 1550979 759668 196281 236878 104089262 43884867 56141083 60204395 9139205 9916975 446425 225982 1568843 1537146 83323819 86599993 2369917 2250604 16608743 18819225 29941014 29120316 9705661 12616054 58625335 62806199 X 21197717 20621503 1720065 1369603 1780702 1802688 24698484 23793794 83323819 86599993 X -349334 147626 -702982 X X 0 1 X 1 0 X 1416444 866672 668617 1343323 493108 4788164 19807411 20717228 21596976 21777299 20976621 104875535 21223855 21583900 22265593 23120622 21469729 109663699 1276477 557376 415402 1021290 284149 3554694 0 1276477 557376 415402 1021290 284149 3554694 106109005 344354 358184 549510 381095 632035 2265178 344354 358184 549510 381095 632035 2265178 550661 585700 558745 627688 528694 2851488 22118870 22527784 23373848 24129405 22630458 114780365 0.92450 0.92790 0.01970 0.01720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3500767 356270 62871 747617 3172291 2814645 1008368 126045 448291 3500767 2784295 474372 151503 595525 2814645 2478149 540556 199147 433557 2784295 1601493 421224 883851 428419 2478149 0.00000 0.56830 0.43170 0 0 7013946 7013946 86706704 37028143 49678561 9933280 6856724 3076556 435332 435332 60204395 LIABILITY FOR LIFE ANNUITY CONTRACT 68078 REFUNDABLE ENTRANCE FEES 11267912 RESIDENT TRUST FUNDS 5800 FAIR VALUE OF INTEREST RATE SWAP 1001504 OTHER LIABILITIES 272760 12616054 X 22076290 147626 -696595 -548969 22625259 0 22625259 22980980 6387 6387 22974593 0 22974593 PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR THE SUPPORT OF PETER BECKER COMMUNITY'S CHARITABLE MISSION. PART X, LINE 2: THE COMMUNITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FOR THE YEAR ENDED JUNE 30, 2019, THE COMMUNITY DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENTS TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COMMUNITY IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO JUNE 30, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 6,387. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -731,101. CHANGE IN FMV OF RECEIVABLE FROM PRIVATE FOUNDATION 28,119. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 6,387. GOLF TOURNAMENT 66045 44136 21909 21909 66045 44136 21909 21909 21909 0 X X 0 0 0 0 0 0 0 0 0 TIMOTHY MCQUAID V.P. OF FINANCE/CFO/ASST SECR. 143777 0 0 0 0 0 6108 0 10428 0 160313 0 0 0 SUZANNE M OWENS PRESIDENT/CEO 250689 0 0 0 0 0 11199 0 10638 0 272526 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 PETER BECKER COMMUNITY UPDATED THE ARTICLES OF INCORPORATION / BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND IS THEN REVIEWED BY THE CEO AND CFO BEFORE BEING SENT TO THE BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL STATEMENT IS COMPLETED BY BOARD MEMBERS AND IS REVIEWED BY THE PRESIDENT. THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT THE FIRST BOARD MEETING OF THE YEAR AND MORE FREQUENTLY IF ISSUES ARISE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED BY THE FULL BOARD AND COMPLETE PERFORMANCE APPRAISALS ARE DONE WITH THE PRESIDENT. THE PERFORMANCE APPRAISAL PROCESS IS LED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 18 RESIDENTS ARE PROVIDED DISCLOSURE STATEMENTS THAT THESE FORMS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST, AND ARE PROVIDED TO THE PENNSYLVANIA DEPARTMENT OF INSURANCE AND RESIDENTS WITH DISCLOSURE STATEMENTS. FORM 990, PART XI, LINE 9: INTEREST RATE SWAP -731,101. CHANGE IN FMV OF RECEIVABLE FROM PRIVATE FOUNDATION 28,119. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS AND THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.