2016-05-03T14:33:18-05:00 2015-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2014-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 SUZANNE OWENS PRESIDENT/CEO 2152569501 2016-04-26 1 KEVIN MCGINN P00440382 2154414600 2014 2016-08-17 19:52:53Z SUZANNE M OWENS 800 MAPLE AVENUE HARLEYSVILLE PA 19438 22936755 0 X PETERBECKERCOMMUNITY.COM X 1963 PA FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 10 10 332 300 0 0 556475 1416444 19463963 19807411 278488 249318 589945 638507 20888871 22111680 0 0 0 0 10229405 10730306 0 0 189200 10123863 10339841 20353268 21070147 535603 1041533 75390042 75048107 57378916 56383822 18011126 18664285 FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 0 0 18254327 19807411 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. 18254327 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 37 0 1 332 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 SUZANNE M OWENS 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 CYNTHIA LIMBERT DIRECTOR 0.00 X 0 0 0 JACKI HOWENSTEIN SECRETARY 0.00 X 0 0 0 JAMES HERSHEY CHAIR ELECT 0.00 X 0 0 0 JOHN FRANKENFIELD CHAIRMAN 0.00 X 0 0 0 MARK BALILES DIRECTOR 0.00 X 0 0 0 DONALD PRICE DIRECTOR 0.00 X 0 0 0 THOMAS NOLAN TREASURER 0.00 X 0 0 0 M TERRY PAGE DIRECTOR 0.00 X 0 0 0 DONALD BRYANT DIRECTOR 0.00 X 0 0 0 RONALD G LUTZ DIRECTOR 0.00 X 0 0 0 CAROL N DELANCEY SENIOR V.P./COO 45.00 X 140173 0 10414 HARRY MCCONNELL V.P. OF HUMAN RESOURCES 45.00 X 100529 0 4037 PAUL A NYE V.P. MISSION SUPPORT 45.00 X 91989 0 9231 TIMOTHY MCQUAID V.P. OF FINANCE/CFO/ASSIST 45.00 X 125161 0 9969 SUZANNE M OWENS PRESIDENT/CEO 45.00 X 0 0 0 CAROL A BERSTER PRESIDENT/CEO 45.00 X 199663 0 13674 657515 0 47325 4 1 1 0 CURA HOSPITALITY 285 EAST WATERFRONT DRIVE HOMESTEAD PA 15120 FOOD SERVICES 1312505 GENESIS REHABILITATION SERVICES 101 EAST STATE STREET KENNETT SQUARE PA 19348 REHAB SERVICES 364775 C & S LAWN & LANDSCAPE INC 1023 COUNTY LINE ROAD SOUDERTON PA 18964 LANDSCAPING 290524 R DALE ZIEGLER INC 2455 OVERLOK LANE HARLEYSVILLE PA 19438 ROOFING 268151 ALLIANCE REHAB 40 W 11TH AVE YORK PA 17404 REHABILITATION SERVICES 195200 13 1416444 1416444 PROGRAM SERVIVE REVENUE 623000 19807411 19807411 19807411 228644 228644 115710 9990 105720 105720 105720 817885 797008 203 20877 -203 20674 20674 46811 17874 28937 28937 MEALS REVENUE 623000 270761 270761 TELEPHONE 623000 66643 66643 HOUSEKEEPING & LAUNDRY 623000 59630 59630 106816 106816 503850 22111680 19807411 0 887825 773791 673205 83443 17143 8030931 6786260 1099339 145332 115316 97286 15969 2061 1211743 1024573 165139 22031 598525 505811 81875 10839 12343 12343 48835 48835 330373 295353 35020 61776 61776 570284 509834 60450 1116495 998147 118348 22092 19750 2342 1158590 1035779 122811 2967648 2655399 312249 268490 240030 28460 DIETARY 1301033 1301033 MEDICAL SERVICES 702637 702091 546 REPAIRS AND MAINTENANCE 659839 593041 66798 CONTRACT SERVICES 276455 252724 23731 842951 564011 287146 -8206 21070147 18254327 2626620 189200 600 600 5045404 6091204 862693 579419 141578 166835 91463416 31470762 62102125 59992654 5682546 6545515 1555096 1671880 75390042 75048107 1839385 1782351 15968034 15050924 32923504 32221827 6647993 7328720 57378916 56383822 X 16409633 16186136 228357 221162 1373136 2256987 18011126 18664285 75390042 75048107 X 1041533 -90131 -298243 X X 0 1 X 1 0 X 805104 356965 770808 556475 1416444 3905796 18049432 17292818 18299662 19463963 19807411 92913286 18854536 17649783 19070470 20020438 21223855 96819082 0 75000 396400 387265 110279 672867 1641811 75000 396400 387265 110279 672867 1641811 95177271 334637 315504 311417 315296 344354 1621208 334637 315504 311417 315296 344354 1621208 409725 490465 430319 515624 550661 2396794 19598898 18455752 19812206 20851358 22118870 100837084 0.94390 0.95160 0.01610 0.01630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1601493 421224 883851 428419 2478149 1474235 340646 125636 339024 1601493 1494144 230763 45418 296090 1474235 1829435 215733 -13170 537854 1494144 2786234 355378 60839 22152 3058621 0.00000 0.91100 0.08900 0 0 6274802 6274802 77722699 26718734 51003965 7464790 4752028 2712762 1125 1125 59992654 LIABILITY FOR LIFE ANNUITY CONTRACT 96382 REFUNDABLE ENTRANCE FEES 6208407 RESIDENT TRUST FUNDS 7407 FAIR VALUE OF INTEREST RATE SWAP 1016524 7328720 X 21751170 -90131 -90131 21841301 270379 270379 22111680 21098011 0 21098011 -27864 -27864 21070147 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 2012. 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 306,687. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -8,444. FUNDRAISING EXPENSES -17,874. RENTAL EXPENSES -9,990. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -9,990. FUNDRAISING EXPENSE -17,874. PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR THE SUPPORT OF PETER BECKER COMMUNITY'S CHARITABLE MISSION. GOLF TOURNAMENT 46811 46811 17874 46811 46811 17874 17874 28937 X X 0 0 0 0 0 0 0 0 0 CAROL N DELANCEY SENIOR V.P./COO 140173 0 0 0 0 0 3443 0 6971 0 150587 0 0 0 CAROL A BERSTER PRESIDENT/CEO 199663 0 0 0 0 0 5008 0 8666 0 213337 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. 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. 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 -306,687. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 8,444. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.