2012-05-14T14:58:11-05:00 2011-06-30 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2010-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 CAROL A BERSTER 2152569501 2012-05-10 1 MARY-ANN F SCHALLER 2154414600 2010 2016-02-24 21:20:13Z CAROL A BERSTER 800 MAPLE AVENUE HARLEYSVILLE PA 19438 23433828 0 X PETERBECKERCOMMUNITY.COM X 1963 PA FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 9 9 312 300 0 0 313656 805104 17808844 17994982 283660 -1184224 559408 566419 18965568 18182281 0 0 0 0 9102326 9287875 0 0 215016 8983822 9372146 18086148 18660021 879420 -477740 69089778 74362823 53478725 57659170 15611053 16703653 FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 0 0 16544644 17994982 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. 16544644 1 1 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 30 0 1 312 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 DEB TAKES X 0 0 0 JAMES HERSHEY X 0 0 0 MARK BALILES X 0 0 0 BETTY LOU NYCE X 0 0 0 KELLY H ROSE MD X 0 0 0 STUART R SUTER X 0 0 0 JACKI HOWENSTEIN X 0 0 0 THOMAS NOLAN X 0 0 0 DONALD R PRICE ESQ X 0 0 0 GEORGE KECK X 0 0 0 PAT BUB X 0 0 0 CAROL A BERSTER 45.00 X 167553 0 10504 CAROL N DELANCEY 45.00 X 122901 0 9150 TIM MCQUAID 45.00 X 51972 0 4527 HARRY MCCONNELL 45.00 X 88429 0 6653 PAUL A NYE 45.00 X 80928 0 7908 FRANK CSRNKO 45.00 X 27656 0 2105 539439 0 40847 2 0 1 0 CURA HOSPITALITY 285 EAST WATERFRONT DRIVE HOMESTEAD PA 15120 FOOD SERVICES 1228566 SUNDANCE REHABILITATION CORPORATION 8850 BARNES LAKE ROAD IRWIN PA 15642 PHYSICAL THERAPY CLINIC 768686 CONSTELLATION NEWENERGY INC 100 CONSTELLATION WAY SUITE 1200C BALTIMORE MD 21202 ENERGY-RELATED SERVICES 347473 NORTH PENN ABSTRACT CO INC 35 GREEN STREET LANSDALE PA 19446 TITLE AGENCY 266439 C & S LAWN & LANDSCAPE 1023 COUNTY LINE ROAD SOUDERTON PA 18964 LANDSCAPING 216043 7 805104 805104 PROGRAM SERVIVE REVENU 623000 17994982 17994982 17994982 206539 206539 128098 11784 116314 116314 116314 3834930 5112547 113146 -1277617 -113146 -1390763 -1390763 54450 14070 40380 40380 MEALS REVENUE 623000 241948 241948 TELEPHONE 623000 66245 66245 HOUSEKEEPING & LAUNDRY 623000 44126 44126 57406 57406 409725 18182281 17994982 0 -617805 688993 597371 77287 14335 6742606 5845980 756341 140285 109344 94804 12265 2275 1227497 1064265 137693 25539 519435 450361 58267 10807 18588 18588 50038 50038 130654 116805 13849 1207648 1079638 128010 27594 22311 2645 2638 939272 839709 99563 2826349 2568184 258165 223208 199548 23660 DIETARY 1236354 1236354 MEDICAL SERVICES 896122 896122 REPAIRS AND MAINTENANCE 482980 433364 49309 307 SUPPLIES 374299 329959 39123 5217 CONTRACT SERVICES 171138 154240 16898 787902 615629 158660 13613 18660021 16544644 1900361 215016 538 547 3774315 3918463 960434 1278912 111746 74130 83604733 20457228 59235454 63147505 3558304 4419879 299987 0 1149000 1523387 69089778 74362823 1838817 1909227 18818199 17559088 25011065 30630317 7810644 7560538 53478725 57659170 X 14086937 14635561 547916 614183 976200 1453909 15611053 16703653 69089778 74362823 X -477740 1570340 X X 0 1 1 X 0 X 244594 4173003 295059 313656 805104 5831416 13529418 15023746 17581423 17849875 18049432 82033894 13774012 19196749 17876482 18163531 18854536 87865310 0 0 0 87865310 496441 510648 477165 318265 334637 2137156 496441 510648 477165 318265 334637 2137156 221407 411619 407218 411243 409725 1861212 14491860 20119016 18760865 18893039 19598898 91863678 0.95650 0.95550 0.02330 0.02550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2786234 355378 60839 22152 3058621 2660480 204133 68994 9385 2786234 2962257 5000 -211644 73601 21532 2660480 0.65000 0.35000 0.00000 0 0 5786448 5786448 66782906 17394353 49388553 5004455 3062875 1941580 6030924 6030924 63147505 LIABILITY FOR LIFE ANNUITY CONTRACT 187250 REFUNDABLE ENTRANCE FEES 7044170 RESIDENT TRUST FUNDS 5981 FAIR VALUE OF INTEREST RATE SWAP 323137 7560538 18182281 18660021 -477740 1662413 -92073 1570340 1092600 19778475 1662413 1662413 18116062 66219 66219 18182281 18685875 0 18685875 -25854 -25854 18660021 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: INTEREST RATE SWAP (171,074) CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 79,001 PART XII, LINE 4B: RENTAL EXPENSES (11,784) FUNDRAISING EXPENSES (14,070) INTEREST RATE SWAP 171,074 CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST (79,001) PART XIII, LINE 4B: RENTAL EXPENSES (11,784) FUNDRAISING EXPENSES (14,070) 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 2008. 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. GOLF TOURNAMENT 54450 0 54450 0 0 0 0 14070 0 54450 54450 14070 14070 40380 X X 0 0 0 0 0 0 0 0 0 CAROL A BERSTER 167553 0 0 0 0 0 4050 0 6454 0 178057 0 0 0 LINDA HILL SISTER TO CAROL DELANCEY, AN OFFICER 28694 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 GAINS ON INVESTMENTS: 1,662,413. INTEREST RATE SWAP -171,074. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 79,001. TOTAL TO FORM 990, PART XI, LINE 5: 1,570,340. THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.