2017-05-12T10:18:05-05:00 2016-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2015-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 SUZANNE OWENS PRESIDENT/CEO 2152569501 2017-05-11 1 CHRISTOPHER M PEKULA P00734965 2154414600 2015 2021-01-29 14:40:06Z SUZANNE M OWENS 800 MAPLE AVENUE HARLEYSVILLE PA 19438 23259369 0 X PETERBECKERCOMMUNITY.COM X 1963 PA FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 10 10 342 300 0 0 1416444 866672 19807411 20717228 249318 330208 638507 665362 22111680 22579470 0 0 0 0 10730306 11294909 0 0 180013 10339841 9567534 21070147 20862443 1041533 1717027 75048107 77863136 56383822 58786012 18664285 19077124 FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 0 0 18330115 20717228 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. 18330115 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 34 0 1 342 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 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 CYNTHIA LIMBERT DIRECTOR 0.10 X 0 0 0 JACKI HOWENSTEIN SECRETARY 0.10 X X 0 0 0 DONALD PRICE DIRECTOR 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 BRENT NAFZIGER VP HEALTH CARE SERVICES 45.00 X 42936 0 5111 BARBARA KELLER VP MARKETING 45.00 X 73252 0 8191 HARRY MCCONNELL V.P. OF HUMAN RESOURCES 45.00 X 100216 0 3437 TIMOTHY MCQUAID V.P. OF FINANCE/CFO/ASSIST 45.00 X 127154 0 10240 SUZANNE M OWENS PRESIDENT/CEO 45.00 X 248337 0 4506 PAUL GREBB PLANT OPERATIONS 45.00 X 102416 0 7238 694311 0 38723 4 0 1 0 CURA HOSPITALITY 285 EAST WATERFRONT DRIVE HOMESTEAD PA 15120 FOOD SERVICES 1371917 ALLIANCE REHAB 40 W 11TH AVE YORK PA 17404 REHABILITATION SERVICES 563149 R DALE ZIEGLER INC 2455 OVERLOK LANE HARLEYSVILLE PA 19438 ROOFING 312183 C & S LAWN & LANDSCAPE INC 1023 COUNTY LINE ROAD SOUDERTON PA 18964 LANDSCAPING 265991 ALURA 1000 GERMANTOWN PIKE SUITE C4 PLYMOUTH MEETING PA 19462 TECHNICAL SERVICES 189920 13 32857 833815 866672 PROGRAM SERVIVE REVENUE 623000 20717228 20717228 20717228 249345 249345 108839 10809 98030 98030 98030 731585 646036 4686 85549 -4686 80863 80863 18368 32857 18368 0 MEALS REVENUE 623000 300701 300701 TELEPHONE 623000 66528 66528 HOUSEKEEPING & LAUNDRY 623000 59553 59553 140550 140550 567332 22579470 20717228 0 995570 898136 781387 96852 19897 8093658 6920555 1047481 125622 247951 212069 32008 3874 1469263 1257071 189047 23145 585901 500757 76150 8994 18325 18325 46169 46169 282289 252366 29923 37199 37199 564309 495601 58763 9945 1056513 944523 111990 37027 29926 3548 3553 572048 511411 60637 3063840 2741827 322013 262179 234388 27791 DIETARY 1329442 1329442 MEDICAL SERVICES 784202 783277 925 REPAIRS AND MAINTENANCE 628398 565461 62592 345 CONTRACT SERVICES 201894 181910 19984 683700 588144 110918 -15362 20862443 18330115 2352315 180013 600 600 6091204 9036698 579419 1245774 166835 171924 92656044 34434656 59992654 58221388 6545515 6401400 0 1022347 1671880 1763005 75048107 77863136 1782351 1836907 15050924 16791048 32221827 31491051 7328720 8667006 56383822 58786012 X 16186136 16292829 221162 328161 2256987 2456134 18664285 19077124 75048107 77863136 X 1717027 -120625 -1183563 X X 0 1 X 1 0 X 356965 770808 556475 1416444 866672 3967364 17292818 18299662 19463963 19807411 20717228 95581082 17649783 19070470 20020438 21223855 21583900 99548446 396400 387265 110279 1276477 557376 2727797 0 396400 387265 110279 1276477 557376 2727797 96820649 315504 311417 315296 344354 358184 1644755 315504 311417 315296 344354 358184 1644755 490465 430319 515624 550661 585700 2572769 18455752 19812206 20851358 22118870 22527784 103765970 0.93310 0.94390 0.01590 0.01610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2478149 540556 199147 433557 2784295 1601493 421224 883851 428419 2478149 1474235 340646 125636 339024 1601493 1494144 230763 45418 296090 1474235 1829435 215733 -13170 537854 1494144 0.00000 0.88200 0.11800 0 0 6366321 6366321 78373013 29208687 49164326 7915585 5225969 2689616 1125 1125 58221388 LIABILITY FOR LIFE ANNUITY CONTRACT 80411 REFUNDABLE ENTRANCE FEES 6381911 RESIDENT TRUST FUNDS 7716 FAIR VALUE OF INTEREST RATE SWAP 2196968 8667006 X 21304459 -120625 -120625 21425084 1154386 1154386 22579470 20891620 0 20891620 -29177 -29177 20862443 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. THE COMMUNITY FILES FEDERAL FORM 990 AND HAS NOT FILED A FORM 990T. WITH FEW EXCEPTIONS, THE COMMUNITY IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2013. IT IS DIFFICULT TO PREDICT THE FINAL TIMING AND RESOLUTION OF ANY PARTICULAR UNCERTAIN TAX POSITION. BASED ON THE COMMUNITY'S ASSESSMENT OF MANY FACTORS, INCLUDING PAST EXPERIENCE AND COMPLEX JUDGMENTS ABOUT FUTURE EVENTS, THE COMMUNITY DOES NOT CURRENTLY ANTICIPATE SIGNIFICANT CHANGES IN ITS UNCERTAIN TAX POSITIONS OVER THE NEXT 12 MONTHS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST RATE SWAP 1,180,444. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 3,119. FUNDRAISING EXPENSES -18,368. RENTAL EXPENSES -10,809. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -10,809. FUNDRAISING EXPENSE -18,368. GOLF TOURNAMENT 51225 32857 18368 18368 51225 32857 18368 18368 18368 0 X X 0 0 0 0 0 0 0 0 0 SUZANNE M OWENS PRESIDENT/CEO 248337 0 0 0 0 0 3605 0 901 0 252843 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 -1,180,444. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -3,119. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS AND THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.