PETER BECKER COMMUNITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PETER BECKER COMMUNITY (EIN 23-6299695)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-22
- IRS object ID
- 201100539349300405
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-22T09:34:55-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kreischer Miller | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Witmer Road Suite 350 | AddressLine1 |
| City | Horsham | City |
| State | PA | State |
| ZIP Code | 190442369 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236299695 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter Becker Community | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PETE | NameControl |
| Phone | 2152569501 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Maple Avenue | AddressLine1 |
| City | Harleysville | City |
| State | PA | State |
| ZIP Code | 19438 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carol A Berster | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 2152569501 | Phone |
| Date Signed | 2011-02-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary-Ann F Schaller | Name |
| Phone | 2154414600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Carol A Berster | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Maple Avenue | AddressLine1 |
| City | Harleysville | City |
| State | PA | State |
| ZIP Code | 19438 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19865397 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | peterbeckercommunity.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Full Service Community Care Retirement Community | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 329 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 295059 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 313656 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17539046 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17808844 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 268052 | InvestmentIncomePriorYear |
| Investment Income Current Year | 283660 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 549830 | OtherRevenuePriorYear |
| Other Revenue Current Year | 559408 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18651987 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18965568 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8960469 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9102326 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 257502 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8736182 | OtherExpensePriorYear |
| Other Expenses Current Year | 8983822 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17696651 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18086148 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 955336 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 879420 | RevenuesLessExpensesCY |
| Total Assets BOY | 70883014 | TotalAssetsBOY |
| Total Assets EOY | 69089778 | TotalAssetsEOY |
| Total Liabilities BOY | 56254989 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 53478725 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14628025 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15611053 | NetAssetsOrFundBalancesEOY |
| Mission Description | Full service Community Care Retirement Community | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15691441 | Expense |
| Revenue | 17808844 | Revenue |
| Description | To provide healthcare and promote a healthy lifestyle to a campus of over 359 residents in independent living settings, a personal care wing, and two skilled nursing wings. Excess revenues over expenses are used to improve the quality of life, quality of patient care, and to expand existing services ensuring the continuance of these services for future generations. | Description |
| Total Program Service Expense | 15691441 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 329 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol A Berster | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2152569501 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Maple Avenue | AddressLine1 |
| City | Harleysville | City |
| State | PA | State |
| ZIP Code | 19438 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer |
|---|---|---|---|---|---|---|
| John Frankenfield | ||||||
| Chair Elect | X | 0 | 0 | 0 | ||
| James B Styer | ||||||
| Treasurer | X | 0 | 0 | 0 | ||
| Bonnie Breisch | ||||||
| Director | X | 0 | 0 | 0 | ||
| Betty lou Nyce | ||||||
| Secretary | X | 0 | 0 | 0 | ||
| Kelly H Rose MD | ||||||
| Director | X | 0 | 0 | 0 | ||
| Stuart R Suter | ||||||
| Immediate Past Chair | X | 0 | 0 | 0 | ||
| Cynthia Limbert | ||||||
| Second Vice Chairman | X | 0 | 0 | 0 | ||
| Thomas Nolan | ||||||
| Director | X | 0 | 0 | 0 | ||
| Donald R Price Esq | ||||||
| Chairman | X | 0 | 0 | 0 | ||
| Carol A Berster | ||||||
| President/CEO | 164715 | 0 | 14249 | 45.00 | X | |
| Carol N Delancey | ||||||
| Senior V.P./COO | 120756 | 0 | 11448 | 45.00 | X | |
| Tim McQuaid | ||||||
| V.P. of Finance/CFO/Assistant sec | 0 | 0 | 0 | 45.00 | X | |
| Harry McConnell | ||||||
| V.P. of Human Resources | 87000 | 0 | 10048 | 45.00 | X | |
| Paul A Nye | ||||||
| V.P. Mission Support | 80384 | 0 | 9421 | 45.00 | X | |
| Frank Csrnko | ||||||
| Former CFO | 101968 | 0 | 10951 | 45.00 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 554823 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 56117 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CURA HOSPITALITY | |||||
| 285 East Waterfront Drive | Homestead | PA | 15120 | Food Services | 1209673 |
| SUNDANCE REHABILITATION CORPORATION | |||||
| 8850 Barnes Lake Road | irwin | PA | 15642 | Physical Therapy Clinic | 624013 |
| Lenhardt Rodgers | |||||
| 438 s Bethlehem Pike | Fort Washington | PA | 19034 | Architect | 367540 |
| C & S Lawn & Landscape | |||||
| 1023 County Line Road | Souderton | PA | 18964 | Landscaping | 258342 |
| R Dale Ziegler Inc | |||||
| 2455 Overlook Lane | Harleysville | PA | 19438 | Contractor | 105132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 313656 | AllOtherContributions |
| Total Contributions | 313656 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Program servive revenu | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 17808844 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17808844 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17808844 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 188075 | TotalRevenueColumn |
| Exclusion | $188,075 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 130190 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8981 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 121209 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 121209 | TotalRevenueColumn |
| Exclusion | $121,209 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 972358 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 876773 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 95585 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 95585 | TotalRevenueColumn |
| Exclusion | $95,585 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 41031 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 14075 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26956 | TotalRevenueColumn |
| Exclusion | $26,956 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Meals Revenue | 623000 | 225910 | $225,910 |
| Telephone | 623000 | 66167 | $66,167 |
| Housekeeping & Laundry | 623000 | 40779 | $40,779 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78387 | TotalRevenueColumn |
| Exclusion | $78,387 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 411243 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18965568 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17808844 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $843,068 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 670742 | Total |
| Program Services | 576550 | ProgramServices |
| Management And General | 79342 | ManagementAndGeneral |
| Fundraising | 14850 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6614633 | Total |
| Program Services | 5685741 | ProgramServices |
| Management And General | 782445 | ManagementAndGeneral |
| Fundraising | 146447 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242114 | Total |
| Program Services | 208114 | ProgramServices |
| Management And General | 28640 | ManagementAndGeneral |
| Fundraising | 5360 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1074566 | Total |
| Program Services | 923665 | ProgramServices |
| Management And General | 127110 | ManagementAndGeneral |
| Fundraising | 23791 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500271 | Total |
| Program Services | 430018 | ProgramServices |
| Management And General | 59177 | ManagementAndGeneral |
| Fundraising | 11076 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23733 | Total |
| Management And General | 23733 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39765 | Total |
| Management And General | 39765 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105374 | Total |
| Program Services | 94204 | ProgramServices |
| Management And General | 10922 | ManagementAndGeneral |
| Fundraising | 248 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1079781 | Total |
| Program Services | 965324 | ProgramServices |
| Management And General | 114457 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17172 | Total |
| Program Services | 13079 | ProgramServices |
| Management And General | 1551 | ManagementAndGeneral |
| Fundraising | 2542 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 918949 | Total |
| Program Services | 821540 | ProgramServices |
| Management And General | 97409 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2603176 | Total |
| Program Services | 2337317 | ProgramServices |
| Management And General | 265859 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223521 | Total |
| Program Services | 199828 | ProgramServices |
| Management And General | 23693 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Dietary | 1186927 | 1186927 | ||
| Medical Services | 871147 | 871147 | ||
| Repairs and Maintenance | 499690 | 448231 | 51433 | 26 |
| Supplies | 345267 | 302079 | 35817 | 7371 |
| Loss on Revision of Dev | 218458 | 218458 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 850862 | Total |
| Program Services | 627677 | ProgramServices |
| Management And General | 177394 | ManagementAndGeneral |
| Fundraising | 45791 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18086148 | Total |
| Program Services | 15691441 | ProgramServices |
| Management And General | 2137205 | ManagementAndGeneral |
| Fundraising | 257502 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 646 | BOY |
| EOY | 538 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4745074 | BOY |
| EOY | 3774315 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 606602 | BOY |
| EOY | 960434 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168094 | BOY |
| EOY | 111746 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 77343788 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 18108334 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60609790 | BOY |
| EOY | 59235454 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3462762 | BOY |
| EOY | 3558304 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 299987 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1240046 | BOY |
| EOY | 1149000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70883014 | BOY |
| EOY | 69089778 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1585307 | BOY |
| EOY | 1838817 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19898666 | BOY |
| EOY | 18818199 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26017835 | BOY |
| EOY | 25011065 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8753181 | BOY |
| EOY | 7810644 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56254989 | BOY |
| EOY | 53478725 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13156277 | BOY |
| EOY | 14086937 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 539956 | BOY |
| EOY | 547916 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 931792 | BOY |
| EOY | 976200 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14628025 | BOY |
| EOY | 15611053 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70883014 | BOY |
| EOY | 69089778 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 419855 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 244594 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4173003 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 295059 | CurrentTaxYearMinus1Year |
| Current Tax Year | 313656 | CurrentTaxYear |
| Total | 5446167 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10179168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13529418 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15023746 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17581423 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17849875 | CurrentTaxYear |
| Total | 74163630 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10599023 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13774012 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19196749 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17876482 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18163531 | CurrentTaxYear |
| Total | 79609797 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 79609797 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 319285 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 496441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 510648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 477165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 318265 | CurrentTaxYear |
| Total | 2121804 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 319285 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 496441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 510648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 477165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 318265 | CurrentTaxYear |
| Total | 2121804 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 136683 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 221407 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 411619 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 407218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 411243 | CurrentTaxYear |
| Total | 1588170 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11054991 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14491860 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20119016 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18760865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18893039 | CurrentTaxYear |
| Total | 83319771 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95550 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96120 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02550 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02690 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2660480 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 204133 | InvestmentEarningsOrLosses |
| Other Expenditures | 68994 | OtherExpenditures |
| Administrative Expenses | 9385 | AdministrativeExpenses |
| End Of Year Balance | 2786234 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2962257 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Investment Earnings Or Losses | -211644 | InvestmentEarningsOrLosses |
| Other Expenditures | 73601 | OtherExpenditures |
| Administrative Expenses | 21532 | AdministrativeExpenses |
| End Of Year Balance | 2660480 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.65000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.35000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5641661 | OtherCostOrOtherBasis |
| Book Value | 5641661 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 66538901 | OtherCostOrOtherBasis |
| Depreciation | 15404450 | Depreciation |
| Book Value | 51134451 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4688168 | OtherCostOrOtherBasis |
| Depreciation | 2703884 | Depreciation |
| Book Value | 1984284 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 475058 | OtherCostOrOtherBasis |
| Book Value | 475058 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 59235454 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Liability for Life Annuity Contract | $224,734 |
| Refundable Entrance Fees | $7,430,122 |
| Resident Trust Funds | $3,725 |
| Fair Value of Interest Rate Swap | $152,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7810644 | TotalOfAmounts |
| Total Revenue | 18965568 | TotalRevenue |
| Total Expenses | 18086148 | TotalExpenses |
| Excess Or Deficit For Year | 879420 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 251644 | NetUnrealizedGLOnInvestments |
| Other | -$148,036 | OtherAmount |
| Total Adjustments | 103608 | TotalAdjustments |
| Excess Or Deficit Per FS | 983028 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19092232 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 251644 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 251644 | RevenueNotRptdF990 |
| Revenue Subtotal | 18840588 | RevenueSubtotal |
| Other Revenues Not Included | 124980 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 124980 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18965568 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18109204 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18109204 | ExpensesSubtotal |
| Other Expenses Not Included | -23056 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -23056 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18086148 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The endowment funds are for the support of Peter Becker Community's charitable mission. |
| Part XI, line 8: Interest Rate Swap (192,444) Change in beneficial interest in perpetual trust 44,408 | ||
| Part XII, line 4b: Rental Expenses (8,981) Fundraising Expenses (14,075) Interest Rate Swap 192,444 CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST (44,408) | ||
| Part XIII, line 4b: Rental Expenses (8,981) Fundraising Expenses (14,075) | ||
| 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 2007. 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. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOlf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 41031 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 41031 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 14075 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 0 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 41031 | GrossReceiptsTotal |
| Gross Revenue Total Events | 41031 | GrossRevenueTotalEvents |
| Entertainment Total Events | 14075 | EntertainmentTotalEvents |
| Direct Expense Summary Events | 14075 | DirectExpenseSummaryEvents |
| Net Income Summary | 26956 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol A Berster | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 164715 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14249 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 178964 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Linda Hill | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Sister to Carol DeLancey, an officer | Relationship |
| Amount Of Transaction | 27053 | AmountOfTransaction |
| Description Of Transaction | Linda Hill, sister of Carol DeLancey, VP of Operations, is a housekeeper employed by Peter Becker Community. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. |
| Form 990, Part VII: The Former CFO (Frank Csrnko) left during the fiscal year end 2010 (April 2010), so he was compensated through the calendar year 2009. His replacement (Tim McQuaid) was hired June 7, 2010, so Tim is listed as an officer for fiscal year end 2010 with an average of 45 hours per week. Since his start date was not until after the calendar year end 2009, he has no compensation to be listed on Part VII of the Form 990 while the Former CFO does. | |
| The process for selecting an independent accountant has not changed from prior years. |
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