2015-05-06T13:08:42-05:00 2014-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2013-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 CAROL A BERSTER PRESIDENT/CEO 2152569501 2015-04-30 1 KEVIN MCGINN P00440382 2154414600 2013 2016-02-25 16:41:14Z SUZANNE M OWENS 800 MAPLE AVENUE HARLEYSVILLE PA 19438 21425208 0 X PETERBECKERCOMMUNITY.COM X 1963 PA FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 10 10 329 300 0 0 770808 556475 18247682 19463963 206911 278488 573657 589945 19799058 20888871 0 0 0 0 9800586 10229405 0 0 215945 9853520 10123863 19654106 20353268 144952 535603 76027267 75390042 59238710 57378916 16788557 18011126 FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 0 0 17817533 19463963 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. 17817533 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 38 0 1 329 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 STUART R SUTER 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 A BERSTER PRESIDENT/CEO 45.00 X 183380 0 11905 CAROL N DELANCEY SENIOR V.P./COO 45.00 X 131692 0 10033 HARRY MCCONNELL V.P. OF HUMAN RESOURCES 45.00 X 93619 0 5301 PAUL A NYE V.P. MISSION SUPPORT 45.00 X 87182 0 8933 TIMOTHY MCQUAID V.P. OF FINANCE/CFO/ASSIST 45.00 X 117456 0 10193 613329 0 46365 3 0 1 0 CURA HOSPITALITY 285 EAST WATERFRONT DRIVE HOMESTEAD PA 15120 FOOD SERVICES 1239425 GENESIS REHABILITATION SERVICES 101 EAST STATE STREET KENNETT SQUARE PA 19348 REHAB SERVICES 713215 C & S LAWN & LANDSCAPE INC 1023 COUNTY LINE ROAD SOUDERTON PA 18964 LANDSCAPING 314031 R DALE ZIEGLER INC 2455 OVERLOK LANE HARLEYSVILLE PA 19438 ROOFING 227292 CONTRACT PHARMACY SERVICES 125 TITUS AVENUE WARRINGTON PA 18976 PHARMACEUTICALS 201436 12 556475 556475 PROGRAM SERVIVE REVENUE 623000 19463963 19463963 19463963 201634 201634 113662 22804 90858 90858 90858 573850 496968 28 76882 -28 76854 76854 52153 16537 35616 35616 MEALS REVENUE 623000 250581 250581 TELEPHONE 623000 67880 67880 HOUSEKEEPING & LAUNDRY 623000 58699 58699 86311 86311 463471 20888871 19463963 0 868433 768387 668504 82860 17023 7583178 6457218 989387 136573 108067 91903 14244 1920 1202447 1024494 156165 21788 567326 483185 73902 10239 31905 31905 51261 51261 368217 329186 39031 90250 90250 521446 455123 53963 12360 1084734 969752 114982 25611 19196 2276 4139 1149851 1027967 121884 2896547 2591835 304712 247666 221413 26253 DIETARY 1228379 1228379 MEDICAL SERVICES 943049 941583 1466 REPAIRS AND MAINTENANCE 618766 556015 62751 CONTRACT SERVICES 236814 215732 21082 629367 536048 81416 11903 20353268 17817533 2319790 215945 554 600 3928646 5045404 1432339 862693 149401 141578 90664559 28562434 64003435 62102125 5004070 5682546 1508822 1555096 76027267 75390042 1855515 1839385 16396968 15968034 33666944 32923504 7319283 6647993 59238710 57378916 X 15314322 16409633 226735 228357 1247500 1373136 16788557 18011126 76027267 75390042 X 535603 587103 99863 X X 0 1 X 1 0 X 313656 805104 356965 770808 556475 2803008 17849875 18049432 17292818 18299662 19463963 90955750 18163531 18854536 17649783 19070470 20020438 93758758 0 15150 75000 396400 387265 873815 15150 75000 396400 387265 873815 92884943 318265 334637 315504 311417 315296 1595119 318265 334637 315504 311417 315296 1595119 411243 409725 490465 430319 515624 2257376 18893039 19598898 18455752 19812206 20851358 97611253 0.95160 0.95910 0.01630 0.01840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1474235 340646 125636 339024 1601493 1494144 230763 45418 296090 1474235 1829435 215733 -13170 537854 1494144 2786234 355378 60839 22152 3058621 2660480 204133 68994 9385 2786234 0.00000 0.85700 0.14300 0 0 6202687 6202687 77240902 24281227 52959675 7064560 4281207 2783353 156410 156410 62102125 LIABILITY FOR LIFE ANNUITY CONTRACT 106018 REFUNDABLE ENTRANCE FEES 5826620 RESIDENT TRUST FUNDS 5519 FAIR VALUE OF INTEREST RATE SWAP 709836 6647993 X 21615179 587103 587103 21028076 -139205 -139205 20888871 20392609 0 20392609 -39341 -39341 20353268 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 2011. 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 -31,685. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -68,179. FUNDRAISING EXPENSES -16,537. RENTAL EXPENSES -22,804. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -22,804. FUNDRAISING EXPENSE -16,537. PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR THE SUPPORT OF PETER BECKER COMMUNITY'S CHARITABLE MISSION. GOLF TOURNAMENT 52153 52153 16537 52153 52153 16537 16537 35616 X X 0 0 0 0 0 0 0 0 0 CAROL A BERSTER PRESIDENT/CEO 183380 0 0 0 0 0 4745 0 7160 0 195285 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 31,685. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 68,178. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.