2013-02-13T14:11:06-06:00 2012-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2011-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 CAROL A BERSTER 2152569501 2013-02-09 1 MARY-ANN F SCHALLER P00125034 2154414600 2011 2016-02-25 16:41:14Z CAROL A BERSTER 800 MAPLE AVENUE HARLEYSVILLE PA 19438 19612814 0 X PETERBECKERCOMMUNITY.COM X 1963 PA FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 9 9 310 300 0 0 805104 356965 17994982 17235941 -1184224 276854 566419 634253 18182281 18504013 0 0 0 0 9287875 9377557 0 0 238717 9372146 9057288 18660021 18434845 -477740 69168 74362823 75645457 57659170 59891797 16703653 15753660 FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 0 0 16325916 17235941 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. 16325916 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 1 0 0 0 0 0 0 0 0 0 0 0 1 35 0 1 310 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 CAROL A BERSTER 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 BETTY LOU NYCE 0.00 X 0 0 0 DONALD R PRICE ESQ 0.00 X 0 0 0 JACKI HOWENSTEIN 0.00 X 0 0 0 JAMES HERSHEY 0.00 X 0 0 0 JOHN FRANKENFIELD 0.00 X 0 0 0 KELLY H ROSE MD 0.00 X 0 0 0 MARK BALILES 0.00 X 0 0 0 STUART R SUTER 0.00 X 0 0 0 THOMAS NOLAN 0.00 X 0 0 0 CAROL A BERSTER 45.00 X 175175 0 10998 CAROL N DELANCEY 45.00 X 124463 0 9410 HARRY MCCONNELL 45.00 X 89382 0 5401 PAUL A NYE 45.00 X 82077 0 8723 TIMOTHY MCQUAID 45.00 X 100499 0 9380 571596 0 43912 3 0 1 0 CURA HOSPITALITY 285 EAST WATERFRONT DRIVE HOMESTEAD PA 15120 FOOD SERVICES 1290773 SUNDANCE REHABILITATION CORPORATION 8850 BARNES LAKE ROAD IRWIN PA 15642 PHYSICAL THERAPY CLINIC 712477 CONSTELLATION NEWENERGY INC 100 CONSTELLATION WAY SUITE 1200C BALTIMORE MD 21202 ENERGY-RELATED SERVICES 554061 BERKS RIDGE COMPANY ENTERPRISES INC 316 RUTH ROAD HARLEYSVILLE PA 19438 GENERAL CONTRACTOR AND CONSTRUCTION 345535 C & S LAWN & LANDSCAPE INC 1023 COUNTY LINE ROAD SOUDERTON PA 18964 LANDSCAPING 285519 9 356965 356965 PROGRAM SERVIVE REVENU 623000 17235941 17235941 17235941 199227 199227 116277 8846 107431 107431 107431 1157062 1079066 369 77996 -369 77627 77627 56877 20520 36357 36357 MEALS REVENUE 623000 273867 273867 TELEPHONE 623000 66303 66303 HOUSEKEEPING & LAUNDRY 623000 50195 50195 100100 100100 490465 18504013 17235941 0 911107 713487 618608 80034 14845 6939671 6043071 740138 156462 116000 101030 12346 2624 1072358 933723 114497 24138 536041 466696 57301 12044 13639 13639 44810 44810 250325 223791 26534 1063147 950454 112693 28841 22534 2672 3635 944018 843952 100066 2451974 2194976 256998 220764 197363 23401 DIETARY 1261620 1261620 MEDICAL SERVICES 908091 906771 1320 REPAIRS AND MAINTENANCE 478324 429364 48835 125 SUPPLIES 450562 392790 46572 11200 941173 739173 188356 13644 18434845 16325916 1870212 238717 547 554 3918463 3306293 1278912 586854 74130 107078 88631688 22857283 63147505 65774405 4419879 4383336 1523387 1486937 74362823 75645457 1909227 1821445 17559088 16488386 30630317 33738352 7560538 7843614 57659170 59891797 X 14635561 14259516 614183 292062 1453909 1202082 16703653 15753660 74362823 75645457 X 69168 -1019161 X X 0 1 1 X 0 X 4173003 295059 313656 805104 356965 5943787 15023746 17581423 17849875 18049432 17292818 85797294 19196749 17876482 18163531 18854536 17649783 91741081 0 0 0 91741081 510648 477165 318265 334637 315504 1956219 510648 477165 318265 334637 315504 1956219 411619 407218 411243 409725 490465 2130270 20119016 18760865 18893039 19598898 18455752 95827570 0.95740 0.95650 0.02040 0.02330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1829435 215733 -13170 537854 1494144 2786234 355378 60839 22152 3058621 2660480 204133 68994 9385 2786234 2962257 5000 -211644 73601 21532 2660480 0.00000 0.80450 0.19550 0 0 5920906 5920906 75427422 19465217 55962205 6218858 3392066 2826792 1064502 1064502 65774405 LIABILITY FOR LIFE ANNUITY CONTRACT 170416 REFUNDABLE ENTRANCE FEES 6459506 RESIDENT TRUST FUNDS 6648 FAIR VALUE OF INTEREST RATE SWAP 1207044 7843614 18504013 18434845 69168 -126268 -892893 -1019161 -949993 17514219 -126267 -126267 17640486 863527 863527 18504013 18464211 0 18464211 -29366 -29366 18434845 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR THE SUPPORT OF PETER BECKER COMMUNITY'S CHARITABLE MISSION. PART XI, LINE 8 - OTHER ADJUSTMENTS: INTEREST RATE SWAP -883,907. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -8,986. TOTAL TO SCHEDULE D, PART XI, LINE 8: -892,893. PART XII, LINE 4B: FUNDRAISING EXPENSES -20,520 INTEREST RATE SWAP 883,907 CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 8,986 RENTAL EXPENSES -8,846 TOTAL TO SCHEDULE D, PART XII, LINE 4B 863,527 PART XIII, LINE 4B: RENTAL EXPENSES -8,846 FUNDRAISING EXPENSE -20,520 TOTAL TO SCHEDULE D, PART XIII 4B -29,366 FIN 48 FOOTNOTE FROM FINANCIAL STATEMENTS: 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 2009. 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 V, LINE 4: THE ENDOWMENT FUNDS ARE FOR THE SUPPORT OF PETER BECKER COMMUNITY'S CHARITABLE MISSION. GOLF TOURNAMENT 56877 0 56877 0 0 0 0 20520 0 56877 56877 20520 20520 36357 X X 0 0 0 0 0 0 0 0 0 CAROL A BERSTER 175175 0 0 0 0 0 4111 0 6887 0 186173 0 0 0 LINDA HILL SISTER TO CAROL DELANCEY, AN OFFICER 31060 LINDA HILL, SISTER OF CAROL DELANCEY, VP OF OPERATIONS, IS A HOUSEKEEPER EMPLOYED BY PETER BECKER COMMUNITY. 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 A CONSULTANT. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -126,268. INTEREST RATE SWAP -883,907. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -8,986. TOTAL TO FORM 990, PART XI, LINE 5: -1,019,161. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.