2019-05-13T09:24:49-05:00 2018-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2017-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 SUZANNE OWENS PRESIDENT/CEO 2152569501 2019-05-13 1 CHRISTOPHER M PEKULA P00734965 2154414600 64.55.30.226 2019-05-13 10:22:26 ED P A784698B36C1CCCF720A42ED971C1A0062FE5F8A 41751D55C13ADD5C61F7A5404F8B933FBF8D3200 2017 2019-02-21 02:37:17Z SUZANNE M OWENS 800 MAPLE AVENUE HARLEYSVILLE PA 19438 24873235 0 X PETERBECKERCOMMUNITY.COM X 1963 PA FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 9 9 360 300 0 0 668617 1343323 21596976 21777299 555200 481054 608502 607924 23429295 24209600 0 0 0 0 11887367 11882837 0 0 303332 10223108 10556346 22110475 22439183 1318820 1770417 80249648 83323819 58277719 58625335 21971929 24698484 FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 0 0 19549444 22337547 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. 19549444 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 33 0 1 360 1 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 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 BRENT NAFZIGER VP HEALTH CARE SERVICES 45.00 X 58136 0 5662 BARBARA KELLER VP MARKETING 45.00 X 74960 0 11771 HARRY MCCONNELL COO 45.00 X 122830 0 5083 TIMOTHY MCQUAID V.P. OF FINANCE/CFO/ASST SECRETARY 45.00 X 140479 0 14675 SUZANNE M OWENS PRESIDENT/CEO 45.00 X 243499 0 19448 PAUL GREBB MAINTENANCE DIRECTOR 45.00 X 84170 0 12243 DAVID MERRICK VP MISSION SUPPORT 45.00 X 103579 0 12402 DANIELLE HEY VP HUMAN RESOURCES 45.00 X 22308 0 434 ERICA MOSS NHA-ADMINISTRATOR 45.00 X 23646 0 52 873607 0 81770 14 0 1 0 CURA HOSPITALITY 285 EAST WATERFRONT D285 EAST WATER HOMESTEAD PA 15120 FOOD SERVICES 1341413 R DALE ZIEGLER INC 2455 OVERLOK LANE HARLEYSVILLE PA 19438 ROOFING 611448 ALLIANCE REHAB 40 W 11TH AVE YORK PA 17404 REHABILITATION SERVICES 600918 C & S LAWN & LANDSCAPE INC 1023 COUNTY LINE ROAD SOUDERTON PA 18964 LANDSCAPING 284229 BERKS RIDGE COMPANY ENTERPRISES INC 316 RUTH RD HARLEYSVILLE PA 19438 CONSTRUCTION 249870 5 39740 1303583 1343323 PROGRAM SERVIVE REVENUE 623000 21777299 21777299 21777299 381095 381095 67440 19764 47676 47676 47676 724544 623369 1216 101175 -1216 99959 99959 19286 39740 19286 0 MEALS REVENUE 623000 249658 249658 TELEPHONE 623000 71027 71027 HOUSEKEEPING & LAUNDRY 623000 68908 68908 170655 170655 560248 24209600 22337547 0 528730 965677 797740 133753 34184 8465078 7075549 1186173 203356 354378 296179 49653 8546 1406559 1184235 198530 23794 691145 577639 96839 16667 12451 12451 50161 50161 238268 213012 25256 27800 27800 703812 621415 73679 8718 1092774 976940 115834 30711 27054 3208 449 1015466 907827 107639 3135265 2805626 329639 273907 244873 29034 DIETARY 1428345 1428345 MEDICAL SERVICES 906146 906103 43 REPAIRS AND MAINTENANCE 678638 610393 68245 CONTRACT SERVICES 255690 234664 21026 706912 641850 57444 7618 22439183 19549444 2586407 303332 600 600 11806160 14280403 1586547 1550979 193307 196281 96689469 40548386 56624257 56141083 7806550 9139205 657368 446425 1574859 1568843 80249648 83323819 1895371 2369917 16543679 16608743 30731827 29941014 9106842 9705661 58277719 58625335 X 19157284 21197717 1105827 1720065 1708818 1780702 21971929 24698484 80249648 83323819 X 1770417 154449 801689 X X 0 1 X 1 0 X 556475 1416444 866672 668617 1343323 4851531 19463963 19807411 20717228 21596976 21777299 103362877 20020438 21223855 21583900 22265593 23120622 108214408 110279 1276477 557376 411902 1017790 3373824 0 110279 1276477 557376 411902 1017790 3373824 104840584 315296 344354 358184 549510 381095 1948439 315296 344354 358184 549510 381095 1948439 515624 550661 585700 558745 619274 2830004 20851358 22118870 22527784 23373848 24120991 112992851 0.92790 0.93320 0.01720 0.01730 X 2814645 1008368 126045 448291 3500767 2784295 474372 151503 595525 2814645 2478149 540556 199147 433557 2784295 1601493 421224 883851 428419 2478149 1474235 340646 125636 339024 1601493 0.00000 0.50870 0.49130 0 0 6470065 6470065 80300286 34290790 46009496 9129012 6257596 2871416 790106 790106 56141083 LIABILITY FOR LIFE ANNUITY CONTRACT 71452 REFUNDABLE ENTRANCE FEES 9300477 RESIDENT TRUST FUNDS 5729 FAIR VALUE OF INTEREST RATE SWAP 270403 OTHER LIABILITIES 57600 9705661 X 25185502 154449 821453 975902 24209600 0 24209600 22458947 19764 19764 22439183 0 22439183 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, 2018, THE COMMUNITY DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENTS OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COMMUNITY IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO JUNE 30, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 19,764. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 746,660. CHANGE IN FMV OF RECEIVABLE FROM PRIVATE FOUNDATION 55,029. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 19,764. GOLF TOURNAMENT 59026 39740 19286 19286 59026 39740 19286 19286 19286 0 X X 0 0 0 0 0 0 0 0 0 TIMOTHY MCQUAID V.P. OF FINANCE/CFO/ASST SECRETARY 140479 0 0 0 0 0 0 0 14675 0 155154 0 0 0 SUZANNE M OWENS PRESIDENT/CEO 243499 0 0 0 0 0 0 0 19448 0 262947 0 0 0 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 746,660. CHANGE IN FMV OF RECEIVABLE FROM PRIVATE FOUNDATION 55,029. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS AND THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.