2025-04-04T11:01:15-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVE HARLEYSVILLE PA 194381032 SUZANNE M OWENS PRESIDENT/CEO 2152569501 2025-03-31 1 1 DANIELLE NIHILL P01350943 7819821001 2025-03-31 2023 2025-03-06 01:10:19Z SUZANNE M OWENS 800 MAPLE AVE HARLEYSVILLE PA 194381032 54774194 0 X PETERBECKERCOMMUNITY.COM X 1963 PA PROVIDE SERVICES TO OLDER ADULTS THROUGH OUR CONTINUING CARE RETIREMENT COMMUNITY 12 12 418 202 0 0 1099038 839609 25655306 29206348 656099 1585146 754266 740384 28164709 32371487 0 0 0 0 13826184 14755340 0 0 199491 13871015 14481815 27697199 29237155 467510 3134332 127146385 128782297 92394352 89385565 34752033 39396732 FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY. 0 0 24294638 0 29946732 TO PROVIDE HEALTHCARE AND PROMOTE A HEALTHY LIFESTYLE TO A CAMPUS OF RESIDENTS IN RESIDENTIAL LIVING, PERSONAL CARE AND SKILLED NURSING. EXCESS REVENUE OVER EXPENSES 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. 24294638 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 418 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X SUZANNE M OWENS 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 JOHN FRANKENFIELD CHAIR 0.10 X X 0 0 0 STUART SUTER VICE CHAIR 0.10 X X 0 0 0 LON SEITZ TREASURER 0.10 X X 0 0 0 LON CLEMMER SECRETARY 0.10 X X 0 0 0 THOMAS NOLAN DIRECTOR 0.10 X 0 0 0 CHRISTINE STENNER DIRECTOR 0.10 X 0 0 0 WENDY FEISS MCKENNA DIRECTOR 0.10 X 0 0 0 JACKI HOWENSTEIN DIRECTOR 0.10 X 0 0 0 DONALD BRYANT DIRECTOR 0.10 X 0 0 0 TERRY PAGE DIRECTOR 0.10 X 0 0 0 MAGGIE LONGACRE DIRECTOR 0.10 X 0 0 0 JOY SUTTER DIRECTOR 0.10 X 0 0 0 SUZANNE M OWENS PRESIDENT/CEO 45.00 X 288992 0 19686 MARINA HACKING COO/NHA-ADMINISTRATOR 45.00 X 190737 0 18051 CATHERINE SYMANSKI V.P. OF FINANCE/CFO 45.00 X 192253 0 17347 JON SIMON V.P. FACILITY OPERATION 45.00 X 113265 0 14218 BARBARA KELLER V.P. MARKETING 45.00 X 113391 0 4111 THEA ROSE AUXILIARY PRESIDENT 0.10 X 0 0 0 BEVERLY MCPEAK AUXILIARY VICE PRESIDENT 0.10 X 0 0 0 CHUCK FORSYTHE RESIDENT REPRESENTATIVE 0.10 X 0 0 0 DEBBIE FERRY SENIOR DIRECTOR CLINICAL SERVICES 50.00 X 141148 0 17562 LYNN CABANISS R.N. 62.00 X 170750 0 4401 ABIBA F SUDI NURSE AID 93.00 X 150592 0 17763 RAMY SHAHIN R.N. 47.00 X 124227 0 2825 CHAIDA MUYETU L.P.N. 56.00 X 123907 0 16354 1609262 0 132318 12 0 1 0 BERKS RIDGE COMPANY ENTERPRISES 316 RUTH ROAD HARLEYSVILLE PA 19438 CONSTRUCTION 3295425 ALLIANCE REHAB 28100 TORCH PARKWAY STE 600 WARRENVILLE IL 60555 PHYSICAL, OCCUPATIONAL, SPEECH AND RESPI 749976 HARRIS PAVING INDUSTRIES 1152 ALLENTOWN ROAD GREEN LANE PA 18054 CONSTRUCTION 528350 RLPS ARCHITECTS 250 VALLEYBROOK DRIVE LANCASTER PA 17601 CONSTRUCTION DESIGN 508242 STATES CONTRACTING LLC 1525 STATE ROAD COOPERSBURG PA 18036 CONSTRUCTION 383419 14 839609 839609 PROGRAM SERVICE REVENUE 900099 29206348 29206348 29206348 1455278 1455278 30489 0 30489 30489 30489 22519075 13500 22402707 0 116368 13500 129868 129868 MEALS REVENUE 900099 316097 316097 MISCELLANEOUS 900099 252558 252558 TELEPHONE 900099 79618 79618 61622 61622 709895 32371487 29946732 0 1585146 X 1123506 56709 1066797 10727835 9682745 927107 117983 380222 352444 23457 4321 1605456 1346846 242252 16358 918321 759176 149962 9183 29481 29481 61750 61750 2275069 1674623 587635 12811 3359 3359 1542308 689821 813652 38835 1319175 1179343 139832 689594 620635 68959 5571221 5014099 557122 489044 437205 51839 DIETARY 1336453 1336453 RESIDENT SUPPLIES AND R 660320 660320 REPAIRS AND MAINTENANCE 504041 484219 19822 29237155 24294638 4743026 199491 600 600 21605012 19251755 1577338 1653137 300119 397040 150284875 65711836 82994092 84573039 14104755 16011520 6564469 6895206 127146385 128782297 2994308 2874815 33055536 34479482 44266014 36409167 12078494 15622101 92394352 89385565 X 30851440 34933666 3900593 4463066 34752033 39396732 127146385 128782297 X 3134332 1177881 332486 X 0 1 X 1 0 X 852191 2855910 1135864 1099038 839609 6782612 20576527 21262848 23395097 25655306 29946732 120836510 21428718 24118758 24530961 26754344 30786341 127619122 357109 146675 118873 5797 19496 647950 0 357109 146675 118873 5797 19496 647950 126971172 527030 397156 421070 906487 1455278 3707021 527030 397156 421070 906487 1455278 3707021 770764 1087811 690099 716910 3265584 22726512 25603725 25642130 28377741 32241619 134591727 0.94340 0.93930 0.02750 0.02330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2329999 311430 63308 2578121 2162858 220122 52981 2329999 2511254 -308073 40323 2162858 2062386 491703 42835 2511254 1978754 127043 43411 2062386 1.00000 0.00000 0.00000 0 0 13449242 13449242 116619008 54711314 61907694 17419569 11000522 6419047 2797056 2797056 84573039 OTHER ASSETS 1518025 INTEREST RATE SWAP 5377181 6895206 ANNUITIES PAYABLE 15928 REFUNDABLE ENTRANCE FEES 15605159 RESIDENT TRUST FUNDS 1014 15622101 X 33881854 1177881 332486 1510367 32371487 0 32371487 29237155 0 29237155 0 29237155 PART V, LINE 4: THE INCOME GENERATED BY THESE ENDOWMENT FUNDS ARE NOT SUBJECT TO DONOR RESTRICTIONS AND CAN BE USED FOR GENERAL OPERATION PURPOSES. PART X, LINE 2: THE COMMUNITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT 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. NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FOR THE YEAR ENDED JUNE 30, 2024, THE COMMUNITY DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENTS TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COMMUNITY IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO JUNE 30, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 332,486. X X X 0 0 0 0 0 0 0 0 0 SUZANNE M OWENS PRESIDENT/CEO 288992 0 0 0 0 0 7192 0 12494 0 308678 0 0 0 CATHERINE SYMANSKI V.P. OF FINANCE/CFO 192253 0 0 0 0 0 4902 0 12445 0 209600 0 0 0 MARINA HACKING COO/NHA-ADMINISTRATOR 190737 0 0 0 0 0 4680 0 13371 0 208788 0 0 0 LYNN CABANISS R.N. 170750 0 0 0 0 0 4270 0 131 0 175151 0 0 0 ABIBA F SUDI NURSE AID 150592 0 0 0 0 0 3788 0 13975 0 168355 0 0 0 DEBBIE FERRY SENIOR DIRECTOR CLINICAL SERVICES 141148 0 0 0 0 0 3575 0 13987 0 158710 0 0 0 PART I, LINE 3 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 A, LINE 1A THE BOARD OF DIRECTORS SHALL HAVE FIVE (5) STANDING COMMITTEES: (1) GOVERNANCE, (2) FINANCE AND INVESTMENT, (3) MISSION SUPPORT, (4) HUMAN RESOURCES, AND (5) COMPLIANCE. THE CHAIR MAY APPOINT SUCH SPECIAL COMMITTEES AND TASK FORCES FROM TIME TO TIME AS HE/SHE DEEMS NECESSARY. THE BOARD OF DIRECTORS SHALL ESTABLISH THE PURPOSE OF EACH BOARD COMMITTEE IN A WRITTEN DOCUMENT TO BE REVIEWED BY THE BOARD ON AN ANNUAL BASIS. THE NUMBER OF BOARD COMMITTEE MEMBERS SHALL BE DETERMINED BY THE BOARD CHAIR, EXCEPT THAT THE BOARD MAY APPOINT ADDITIONAL MEMBERS OF ANY BOARD COMMITTEE AT ANY TIME. THE BOARD CHAIR, WITH THE APPROVAL OF THE BOARD, SHALL APPOINT THE CHAIR OF EACH BOARD COMMITTEE FOR A ONE YEAR TERM OF OFF,RCE BEGINNING JANUARY 1. THE BOARD COMMITTEE CHAIR WILL SELECT THE MEMBERS OF THE BOARD COMMITTEE WHO WILL ALSO SERVE A ONE YEAR TERM. AT LEAST TWO MEMBERS OF THE BOARD COMMITTEE (INCLUDING THE CHAIR) SHALL BE MEMBERS OF THE BOARD OF DIRECTORS. OTHER MEMBERS OF THE BOARD COMMITTEE MAY BE RESIDENTS OF PETER BECKER COMMUNITY OR OTHER MEMBERS OF THE GREATER COMMUNITY WHO ARE COMMITTED TO THE MISSION AND VALUES OF PETER BECKER COMMUNITY. BOARD MEMBERS MAY BE ASKED TO SERVE AS MEMBERS OF OPERATIONAL ADVISORY COMMITTEES WHICH ARE NOT OFFICIAL BOARD COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND IS THEN REVIEWED BY THE CEO AND CFO BEFORE BEING SENT TO THE BOARD FOR FINAL APPROVAL. 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. THE CEO IS RESPONSIBLE FOR ENSURING THAT THIS PROCESS TAKES PLACE EACH YEAR. THE PROCREDURES AS PER THE CONFLICT OF INTEREST POLICY ARE AS FOLLOWS. ACTUAL OR POTENTIAL CONFLICTS OF INTEREST MUST BE DISCLOSED TO APPROPRIATE MANAGEMENT PERSONNEL, HUMAN RESOUCES AND/OR THE COMPLIANCE OFFICER OR DESIGNEE. TEAM MEMBERS MUST THEN SEEK GUIDANCE AND APPOVAL FROM APPROPRIATE MANAGEMENT PERSONNEL BEFORE PURSING ANY BUSINESS OR PERSONAL ACTIVITY THAT MAY CONSTITUTE A CONFLICT OF INTEREST. 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. THE REVIEW WAS COMPLETED IN OCTOBER 2024 WITH A COMPENSATION EFFECTIVE DATE OF JULY 1, 2024. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 18 RESIDENTS ARE PROVIDED DISCLOSURE STATEMENTS THAT THESE FORMS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST, AND ARE PROVIDED TO THE PENNSLYVANIA DEPARTMENT OF INSURANCE AND RESIDENTS WITH DISCLOSURE STATEMENTS. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 1,674,623. MANAGEMENT AND GENERAL EXPENSES 587,635. FUNDRAISING EXPENSES 12,811. TOTAL EXPENSES 2,275,069. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 332,486.