2018-05-15T07:16:20-05:00 2017-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2016-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 SUZANNE OWENS PRESIDENT/CEO 2152569501 2018-05-09 1 CHRISTOPHER M PEKULA P00734965 2154414600 64.55.30.226 2018-05-09 14:41:10 ED P 75533ED96C306D17C1CB54B16BDC0BF943E38125 66FC08912A7E3E0E4FDEB02520CD00D8D28A5213 2016 2021-01-29 14:40:06Z SUZANNE M OWENS 800 MAPLE AVENUE HARLEYSVILLE PA 19438 24269184 0 X PETERBECKERCOMMUNITY.COM X 1963 PA FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 9 9 341 300 0 0 866672 668617 20717228 21596976 330208 555200 665362 608502 22579470 23429295 0 0 0 0 11294909 11887367 0 0 267315 9567534 10223108 20862443 22110475 1717027 1318820 77863136 80249648 58786012 58277719 19077124 21971929 FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 0 0 19249390 21596976 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. 19249390 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 26 0 1 341 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 DONALD PRICE IMMEDIATE PAST PRESIDENT 0.10 X X 0 0 0 THOMAS NOLAN 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 119972 0 10878 BARBARA KELLER VP MARKETING 45.00 X 74319 0 5365 HARRY MCCONNELL V.P. OF HUMAN RESOURCES 45.00 X 106933 0 3731 TIMOTHY MCQUAID V.P. OF FINANCE/CFO/ASST SECRETARY 45.00 X 135253 0 11096 SUZANNE M OWENS PRESIDENT/CEO 45.00 X 239128 0 6884 DAVID MERRICK VP MISSION SUPPORT 45.00 X 71949 0 5408 PAUL GREBB MAINTENANCE DIRECTOR 45.00 X 101856 0 10262 849410 0 53624 5 0 1 0 CURA HOSPITALITY 285 EAST WATERFRONT D285 EAST WATER HOMESTEAD PA 15120 FOOD SERVICES 1528616 ALLIANCE REHAB 40 W 11TH AVE YORK PA 17404 REHABILITATION SERVICES 681089 INDUSTRIAL MECHANICAL CONTRACTORS INC 240 TANNER AVE HATBORO PA 19040 CONSTRUCTION 279971 C & S LAWN & LANDSCAPE INC 1023 COUNTY LINE ROAD SOUDERTON PA 18964 LANDSCAPING 273676 R DALE ZIEGLER INC 2455 OVERLOK LANE HARLEYSVILLE PA 19438 ROOFING 258751 13 55055 613562 668617 PROGRAM SERVIVE REVENUE 623000 21596976 21596976 21596976 471848 471848 77662 11191 66471 66471 66471 895336 810360 1624 84976 -1624 83352 83352 16714 55055 16714 0 MEALS REVENUE 623000 280689 280689 HOUSEKEEPING & LAUNDRY 623000 62353 62353 TELEPHONE 623000 38341 38341 160648 160648 542031 23429295 22139007 0 621671 828731 721003 89368 18360 8411623 7067462 1155376 188785 315509 265343 43087 7079 1657400 1394394 225826 37180 674104 567994 90996 15114 49058 49058 48999 48999 257156 229897 27259 33237 33237 602934 526737 62454 13743 1103484 986514 116970 30290 26704 3166 420 990390 885409 104981 3073051 2750062 322989 277784 248339 29445 DIETARY 1395494 1395494 MEDICAL SERVICES 855579 850949 4630 REPAIRS AND MAINTENANCE 643945 579555 63942 448 CONTRACT SERVICES 197687 177962 19725 664020 575572 102262 -13814 22110475 19249390 2593770 267315 600 600 9036698 11806160 1245774 1586547 171924 193307 94071991 37447734 58221388 56624257 6401400 7806550 1022347 657368 1763005 1574859 77863136 80249648 1836907 1895371 16791048 16543679 31491051 30731827 8667006 9106842 58786012 58277719 X 16292829 19157284 328161 1105827 2456134 1708818 19077124 21971929 77863136 80249648 X 1318820 364910 1211075 X X 0 1 X 1 0 X 770808 556475 1416444 866672 668617 4279016 18299662 19463963 19807411 20717228 21596976 99885240 19070470 20020438 21223855 21583900 22265593 104164256 387265 110279 1276477 557376 411902 2743299 0 387265 110279 1276477 557376 411902 2743299 101420957 311417 315296 344354 358184 549510 1878761 311417 315296 344354 358184 549510 1878761 430319 515624 550661 585700 558745 2641049 19812206 20851358 22118870 22527784 23373848 108684066 0.93320 0.93310 0.01730 0.01590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2784295 474372 151503 595525 2814645 2478149 540556 199147 433557 2784295 1601493 421224 883851 428419 2478149 1474235 340646 125636 339024 1601493 1494144 230763 45418 296090 1474235 0.00000 0.60700 0.39300 0 0 6383927 6383927 79051604 31736275 47315329 8580743 5711459 2869284 55717 55717 56624257 LIABILITY FOR LIFE ANNUITY CONTRACT 76699 REFUNDABLE ENTRANCE FEES 8007708 RESIDENT TRUST FUNDS 5372 FAIR VALUE OF INTEREST RATE SWAP 1017063 9106842 X 25033185 364910 1238980 1603890 23429295 0 23429295 22138380 27905 27905 22110475 0 22110475 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, 2017, 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 FEDERLA, STATE AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO JUNE 30, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,714. RENTAL EXPENSES 11,191. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 1,179,905. CHANGE IN FMV OF RECEIVABLE FROM PRIVATE FOUNDATION 31,170. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 16,714. RENTAL EXPENSES 11,191. GOLF TOURNAMENT 71769 55055 16714 16714 71769 55055 16714 16714 16714 0 X X 0 0 0 0 0 0 0 0 0 SUZANNE M OWENS PRESIDENT/CEO 239128 0 0 0 0 0 0 0 6884 0 246012 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 1,179,905. CHANGE IN FMV OF RECEIVABLE FROM PRIVATE FOUNDATION 31,170. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS AND THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.