2011-02-22T09:34:55-06:00 2010-06-30 Kreischer Miller 100 Witmer Road Suite 350 Horsham PA 190442369 990 2009-07-01 236299695 Peter Becker Community PETE 2152569501 800 Maple Avenue Harleysville PA 19438 Carol A Berster 2152569501 2011-02-16 1 Mary-Ann F Schaller 2154414600 2009 2016-02-24 21:20:13Z Carol A Berster 800 Maple Avenue Harleysville PA 19438 19865397 0 X peterbeckercommunity.com X 1963 PA Full Service Community Care Retirement Community 9 9 329 300 0 0 295059 313656 17539046 17808844 268052 283660 549830 559408 18651987 18965568 0 0 8960469 9102326 0 257502 8736182 8983822 17696651 18086148 955336 879420 70883014 69089778 56254989 53478725 14628025 15611053 Full service Community Care Retirement Community 0 0 15691441 17808844 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. 15691441 1 1 0 0 0 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 1 32 0 329 1 0 0 0 0 0 0 0 0 0 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 John Frankenfield X 0 0 0 James B Styer X 0 0 0 Bonnie Breisch 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 Cynthia Limbert X 0 0 0 Thomas Nolan X 0 0 0 Donald R Price Esq X 0 0 0 Carol A Berster 45.00 X 164715 0 14249 Carol N Delancey 45.00 X 120756 0 11448 Tim McQuaid 45.00 X 0 0 0 Harry McConnell 45.00 X 87000 0 10048 Paul A Nye 45.00 X 80384 0 9421 Frank Csrnko 45.00 X 101968 0 10951 554823 0 56117 3 0 1 0 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 5 313656 313656 Program servive revenu 623000 17808844 17808844 17808844 188075 188075 130190 8981 121209 121209 121209 972358 876773 95585 95585 95585 41031 14075 26956 26956 Meals Revenue 623000 225910 225910 Telephone 623000 66167 66167 Housekeeping & Laundry 623000 40779 40779 78387 78387 411243 18965568 17808844 0 843068 670742 576550 79342 14850 6614633 5685741 782445 146447 242114 208114 28640 5360 1074566 923665 127110 23791 500271 430018 59177 11076 23733 23733 39765 39765 105374 94204 10922 248 1079781 965324 114457 17172 13079 1551 2542 918949 821540 97409 2603176 2337317 265859 223521 199828 23693 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 850862 627677 177394 45791 18086148 15691441 2137205 257502 646 538 4745074 3774315 606602 960434 168094 111746 77343788 18108334 60609790 59235454 3462762 3558304 50000 299987 1240046 1149000 70883014 69089778 1585307 1838817 19898666 18818199 26017835 25011065 8753181 7810644 56254989 53478725 X 13156277 14086937 539956 547916 931792 976200 14628025 15611053 70883014 69089778 X 0 1 1 X 0 X 419855 244594 4173003 295059 313656 5446167 10179168 13529418 15023746 17581423 17849875 74163630 10599023 13774012 19196749 17876482 18163531 79609797 0 0 0 79609797 319285 496441 510648 477165 318265 2121804 319285 496441 510648 477165 318265 2121804 136683 221407 411619 407218 411243 1588170 11054991 14491860 20119016 18760865 18893039 83319771 0.95550 0.96120 0.02550 0.02690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2660480 0 204133 68994 9385 2786234 2962257 5000 -211644 73601 21532 2660480 0.65000 0.35000 0.00000 0 0 5641661 5641661 66538901 15404450 51134451 4688168 2703884 1984284 475058 475058 59235454 Liability for Life Annuity Contract 224734 Refundable Entrance Fees 7430122 Resident Trust Funds 3725 Fair Value of Interest Rate Swap 152063 7810644 18965568 18086148 879420 251644 -148036 103608 983028 19092232 251644 251644 18840588 124980 124980 18965568 18109204 0 18109204 -23056 -23056 18086148 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. GOlf Tournament 41031 0 41031 0 0 0 0 14075 0 41031 41031 14075 14075 26956 X X 0 0 0 0 0 0 0 0 0 Carol A Berster 164715 0 0 0 0 0 0 0 14249 0 178964 0 0 0 Linda Hill Sister to Carol DeLancey, an officer 27053 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. 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.