Civic Intelligence

Peter Becker Community

990 • Fiscal year 2015 • EIN 23-6299695

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 26, 2016

Organization ProfilePETERBECKERCOMMUNITY.COM

View Organization Page

800 Maple AvenueHarleysville, PA 19438

(215) 256-9501

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.75x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

2.55x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

36th percentile

-0.5%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

5.9%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$75,048,107

Down $341,935 (-0.5%) from 2014

Net Assets

Up

$18,664,285

Up $653,159 (+3.6%) from 2014

Liabilities

Down

$56,383,822

Down $995,094 (-1.7%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin53rd percentile

Revenue

Up

$22,111,680

Up $1,222,809 (+5.9%) from 2014

Expenses

Up

$21,070,147

Up $716,879 (+3.5%) from 2014

Net Income

Up

$1,041,533

Up $505,930 (+94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $69,089,778Liabilities 2010: $53,478,725Net Assets 2010: $15,611,0532010Assets 2011: $74,362,823Liabilities 2011: $57,659,170Net Assets 2011: $16,703,6532011Assets 2012: $75,645,457Liabilities 2012: $59,891,797Net Assets 2012: $15,753,6602012Assets 2013: $76,027,267Liabilities 2013: $59,238,710Net Assets 2013: $16,788,5572013Assets 2014: $75,390,042Liabilities 2014: $57,378,916Net Assets 2014: $18,011,1262014Assets 2015: $75,048,107Liabilities 2015: $56,383,822Net Assets 2015: $18,664,2852015Assets 2016: $77,863,136Liabilities 2016: $58,786,012Net Assets 2016: $19,077,1242016Assets 2017: $80,249,648Liabilities 2017: $58,277,719Net Assets 2017: $21,971,9292017Assets 2018: $83,323,819Liabilities 2018: $58,625,335Net Assets 2018: $24,698,4842018Assets 2019: $86,599,993Liabilities 2019: $62,806,199Net Assets 2019: $23,793,7942019Assets 2021: $93,663,279Liabilities 2021: $64,405,798Net Assets 2021: $29,257,4812021Assets 2022: $102,023,357Liabilities 2022: $70,222,062Net Assets 2022: $31,801,2952022

Highlighted filing

2015

Assets$75,048,107
Liabilities$56,383,822
Net Assets$18,664,285
Open 2015 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $18,086,1482010Expenses 2011: $18,660,0212011Expenses 2012: $18,434,8452012Expenses 2013: $19,654,1062013Revenue 2014: $20,888,871Expenses 2014: $20,353,268Net Income 2014: $535,6032014Revenue 2015: $22,111,680Expenses 2015: $21,070,147Net Income 2015: $1,041,5332015Revenue 2016: $22,579,470Expenses 2016: $20,862,443Net Income 2016: $1,717,0272016Revenue 2017: $23,429,295Expenses 2017: $22,110,475Net Income 2017: $1,318,8202017Revenue 2018: $24,209,600Expenses 2018: $22,439,183Net Income 2018: $1,770,4172018Revenue 2019: $22,625,259Expenses 2019: $22,974,593Net Income 2019: -$349,3342019Revenue 2021: $25,907,614Expenses 2021: $23,023,523Net Income 2021: $2,884,0912021Revenue 2022: $26,217,318Expenses 2022: $24,053,736Net Income 2022: $2,163,5822022

Highlighted filing

2015

Revenue$22,111,680
Expenses$21,070,147
Net Income$1,041,533
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 26, 2016
Return Version
2014v6.0
Gross Receipts
$22,936,755
Mission and Program Overview

Mission

Enriching the lives of seniors and our community through compassion, excellence, integrity and stewardship.

Full service continuing care retirement community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$62,102,125$59,992,654▼ $2,109,471
Investments in Publicly Traded Securities$5,682,546$6,545,515▲ $862,969
Savings and Temporary Cash Investments$5,045,404$6,091,204▲ $1,045,800
Accounts Receivable$862,693$579,419▼ $283,274
Prepaid Expenses and Deferred Charges$141,578$166,835▲ $25,257
Cash and Non-Interest-Bearing Accounts$600$600→ $0
Total Assets$75,390,042$75,048,107▼ $341,935
Other Assets Total$1,555,096$1,671,880▲ $116,784
Liabilities
Mortgage Notes Payable Secured by Investment Property$32,923,504$32,221,827▼ $701,677
Deferred Revenue$15,968,034$15,050,924▼ $917,110
Other Liabilities$6,647,993$7,328,720▲ $680,727
Accounts Payable and Accrued Expenses$1,839,385$1,782,351▼ $57,034
Total Liabilities$57,378,916$56,383,822▼ $995,094
Net Assets / Fund Balance
Unrestricted Net Assets$16,409,633$16,186,136▼ $223,497
Permanently Rstr Net Assets$1,373,136$2,256,987▲ $883,851
Temporarily Rstr Net Assets$228,357$221,162▼ $7,195
Total Net Assets Fund Balance$18,011,126$18,664,285▲ $653,159
Total Liabilities and Net Assets / Fund Balance$75,390,042$75,048,107▼ $341,935

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$51,003,965$26,718,734$77,722,699
Equipment$2,712,762$4,752,028$7,464,790
Land$6,274,802-$6,274,802
Other Land Buildings$1,125-$1,125

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,601,493$421,224▲ $883,851$428,419$2,478,149
2013$1,474,235$340,646▲ $125,636$339,024$1,601,493
2012$1,494,144$230,763▲ $45,418$296,090$1,474,235
2011$1,829,435$215,733▼ $13,170-$1,494,144
2010$2,786,234-▲ $355,378$60,839$3,058,621
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol a BersterPresident/CEOFT$199,663$13,674$213,337
Carol N DelanceySenior V.p./COOFT$140,173$10,414$150,587
Timothy McquaidV.p. of Finance/CFO/assistFT$125,161$9,969$135,130
Harry McconnellV.p. of Human ResourcesFT$100,529$4,037$104,566
Paul a NyeV.p. Mission SupportFT$91,989$9,231$101,220

Board Members and Trustees

NameTitle
James HersheyChair Elect
John FrankenfieldChairman
Suzanne M OwensPresident/CEO
Cynthia LimbertDirector
Donald BryantDirector
Donald PriceDirector
M Terry PageDirector
Mark BalilesDirector
Ronald G LutzDirector
Jacki HowensteinSecretary
Thomas NolanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cura HospitalityFood Services285 EAST WATERFRONT DRIVE, Homestead, PA 15120$1,312,505
Genesis Rehabilitation ServicesRehab Services101 EAST STATE STREET, Kennett Square, PA 19348$364,775
C & S Lawn & Landscape INCLandscaping1023 COUNTY LINE ROAD, Souderton, PA 18964$290,524
R Dale Ziegler INCRoofing2455 OVERLOK LANE, Harleysville, PA 19438$268,151
Alliance RehabRehabilitation Services40 W 11TH AVE, York, PA 17404$195,200
Revenue and Support

Revenue Composition

Contributions and Grants
$1,416,444
Program Service Revenue
$19,807,411
Investment Income
$249,318
Other Revenue
$638,507
All Other Contributions
$1,416,444
Change in Net Assets
$1,041,533

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,841,301
Revenue Not Reported on Financial Statements
$270,379
Revenue Not Reported on Form 990
$-90,131
Other Revenue Adjustments
$270,379
Total Revenue per Audited Statements
$21,751,170
Total Revenue per Form 990
$22,111,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,730,306
Other Expenses$10,339,841
Total Fundraising Expense$189,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,786,260$1,099,339$145,332$8,030,931
Depreciation Depletion$2,655,399$312,249-$2,967,648
Other Employee Benefits$1,024,573$165,139$22,031$1,211,743
Interest$1,035,779$122,811-$1,158,590
Occupancy$998,147$118,348-$1,116,495
All Other Expenses$564,011$287,146$-8,206$842,951
Current Officers, Directors, Trustees, and Key Employees$673,205$83,443$17,143$773,791
Payroll Taxes$505,811$81,875$10,839$598,525
Office Expenses$509,834$60,450-$570,284
Fees for Services Other$295,353$35,020-$330,373
Other Expenses$252,724$23,731-$276,455
Insurance$240,030$28,460-$268,490
Pension Plan Contributions$97,286$15,969$2,061$115,316
Advertising-$61,776-$61,776
Fees for Services Accounting-$48,835-$48,835
Travel$19,750$2,342-$22,092
Fees for Services Legal-$12,343-$12,343
Total Functional Expenses$18,254,327$2,626,620$189,200$21,070,147

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,098,011
Total Expenses per Audited Statements$21,098,011
Total Expenses per Form 990$21,070,147
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-27,864
Other Expense Adjustments$-27,864
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,811
Fundraising Direct Expenses$17,874
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$46,811$46,811-$46,811
Total Events$46,811$46,811$17,874$28,937
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fees$6,208,407
Fair Value of Interest Rate Swap$1,016,524
Liability for Life Annuity Contract$96,382
Resident Trust Funds$7,407
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 the board chair.”

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.”

Filing and Contact Details

Filer

Filer Name
Peter Becker Community
EIN
23-6299695
Phone
2152569501
Address
800 MAPLE AVENUE, HARLEYSVILLE, PA 19438

Signing Officer

Name
Suzanne Owens
Title
President/CEO
Phone
2152569501
Signed
2016-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne M Owens
Formed
1963
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
332
Volunteers
300

Preparer

Firm
Kreischer Miller
Address
100 WITMER ROAD SUITE 350, HORSHAM, PA 19044-2369
Preparer
Kevin Mcginn
Phone
2154414600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Interest rate swap -306,687. Change in beneficial interest in perpetual trust 8,444.”

FORM 990, PART XII, LINE 2C:

“The process for selecting an independent accountant has not changed from prior years.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are for the support of peter becker community's charitable mission.”

PART X, LINE 2:

“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 2012. 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 XI, LINE 4B - OTHER ADJUSTMENTS:

“Interest rate swap 306,687. Change in beneficial interest in perpetual trust -8,444. Fundraising expenses -17,874. Rental expenses -9,990.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses -9,990. Fundraising expense -17,874.”

PART V, LINE 4:

“The endowment funds are for the support of peter becker community's charitable mission.”

Raw XML AppendixShowing 400 of 708 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1010414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt114037
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt129231
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt139969
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1513674
IRS990/Form990PartVIISectionAGrp/PersonNm0CYNTHIA LIMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm1JACKI HOWENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES HERSHEY
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN FRANKENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK BALILES
IRS990/Form990PartVIISectionAGrp/PersonNm5DONALD PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS NOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm7M TERRY PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm8DONALD BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm9RONALD G LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm10CAROL N DELANCEY
IRS990/Form990PartVIISectionAGrp/PersonNm11HARRY MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm12PAUL A NYE
IRS990/Form990PartVIISectionAGrp/PersonNm13TIMOTHY MCQUAID
IRS990/Form990PartVIISectionAGrp/PersonNm14SUZANNE M OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm15CAROL A BERSTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10140173
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11100529
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1291989
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13125161
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15199663
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SENIOR V.P./COO
IRS990/Form990PartVIISectionAGrp/TitleTxt11V.P. OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt12V.P. MISSION SUPPORT
IRS990/Form990PartVIISectionAGrp/TitleTxt13V.P. OF FINANCE/CFO/ASSIST
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt017874
IRS990/FundraisingGrossIncomeAmt046811
IRS990/GainOrLossGrp/OtherAmt0-203
IRS990/GainOrLossGrp/SecuritiesAmt020877
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0817885
IRS990/GrossReceiptsAmt022936755
IRS990/GrossRentsGrp/RealAmt0115710
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt028460
IRS990/InsuranceGrp/ProgramServicesAmt0240030
IRS990/InsuranceGrp/TotalAmt0268490
IRS990/InterestGrp/ManagementAndGeneralAmt0122811
IRS990/InterestGrp/ProgramServicesAmt01035779
IRS990/InterestGrp/TotalAmt01158590
IRS990/InvestmentIncomeGrp/ExclusionAmt0228644
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0228644
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05682546
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06545515
IRS990/IRPDocumentCnt037
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt031470762
IRS990/LandBldgEquipBasisNetGrp/BOYAmt062102125
IRS990/LandBldgEquipBasisNetGrp/EOYAmt059992654
IRS990/LandBldgEquipCostOrOtherBssAmt091463416
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0203
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0797008
IRS990/LessRentalExpensesGrp/RealAmt09990
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0106816
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0106816
IRS990/MissionDesc0FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt032923504
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt032221827
IRS990/NetAssetsOrFundBalancesBOYAmt018011126
IRS990/NetAssetsOrFundBalancesEOYAmt018664285
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020674
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020674
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt028937
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt028937
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0105720
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0105720
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-90131
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0118348
IRS990/OccupancyGrp/ProgramServicesAmt0998147
IRS990/OccupancyGrp/TotalAmt01116495
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt060450
IRS990/OfficeExpensesGrp/ProgramServicesAmt0509834
IRS990/OfficeExpensesGrp/TotalAmt0570284
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01555096
IRS990/OtherAssetsTotalGrp/EOYAmt01671880
IRS990/OtherChangesInNetAssetsAmt0-298243
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt022031
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0165139
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01024573
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01211743
IRS990/OtherExpensesGrp/Desc0DIETARY
IRS990/OtherExpensesGrp/Desc1MEDICAL SERVICES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CONTRACT SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0546
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt166798
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt223731
IRS990/OtherExpensesGrp/ProgramServicesAmt01301033
IRS990/OtherExpensesGrp/ProgramServicesAmt1702091
IRS990/OtherExpensesGrp/ProgramServicesAmt2593041
IRS990/OtherExpensesGrp/ProgramServicesAmt3252724
IRS990/OtherExpensesGrp/TotalAmt01301033
IRS990/OtherExpensesGrp/TotalAmt1702637
IRS990/OtherExpensesGrp/TotalAmt2659839
IRS990/OtherExpensesGrp/TotalAmt3276455
IRS990/OtherLiabilitiesGrp/BOYAmt06647993
IRS990/OtherLiabilitiesGrp/EOYAmt07328720
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0MEALS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1TELEPHONE
IRS990/OtherRevenueMiscGrp/Desc2HOUSEKEEPING & LAUNDRY
IRS990/OtherRevenueMiscGrp/ExclusionAmt0270761
IRS990/OtherRevenueMiscGrp/ExclusionAmt166643
IRS990/OtherRevenueMiscGrp/ExclusionAmt259630
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0270761
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt166643
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt259630
IRS990/OtherRevenueTotalAmt0503850
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0145332
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01099339
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06786260
IRS990/OtherSalariesAndWagesGrp/TotalAmt08030931
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010839
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt081875
IRS990/PayrollTaxesGrp/ProgramServicesAmt0505811
IRS990/PayrollTaxesGrp/TotalAmt0598525
IRS990/PensionPlanContributionsGrp/FundraisingAmt02061
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015969
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt097286
IRS990/PensionPlanContributionsGrp/TotalAmt0115316
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01373136
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02256987
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0141578
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0166835
IRS990/PrincipalOfficerNm0SUZANNE M OWENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVIVE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019807411
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019807411
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0556475
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0278488
IRS990/PYOtherExpensesAmt010123863
IRS990/PYOtherRevenueAmt0589945
IRS990/PYProgramServiceRevenueAmt019463963
IRS990/PYRevenuesLessExpensesAmt0535603
IRS990/PYSalariesCompEmpBnftPaidAmt010229405
IRS990/PYTotalExpensesAmt020353268
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020888871
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01041533
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,048,107
Liabilities
$56,383,822
Net assets
$18,664,285
Revenue
$22,111,680
Expenses
$21,070,147
Net income
$1,041,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Summary only. Only limited summary data is available for this year.$102$70.2$31.8$26.2$24.1$2.16
2021Summary only. Only limited summary data is available for this year.$93.7$64.4$29.3$25.9$23.0$2.88
2019Summary only. Only limited summary data is available for this year.$86.6$62.8$23.8$22.6$23.0$0.35
2018Summary only. Only limited summary data is available for this year.$83.3$58.6$24.7$24.2$22.4$1.77
2017Summary only. Only limited summary data is available for this year.$80.2$58.3$22.0$23.4$22.1$1.32
2016Summary only. Only limited summary data is available for this year.$77.9$58.8$19.1$22.6$20.9$1.72
2015Detailed filing. Detailed filing data is available for this year.$75.0$56.4$18.7$22.1$21.1$1.04
2014Summary only. Only limited summary data is available for this year.$75.4$57.4$18.0$20.9$20.4$0.54
2013Summary only. Only limited summary data is available for this year.$76.0$59.2$16.8$19.7
2012Summary only. Only limited summary data is available for this year.$75.6$59.9$15.8$18.4
2011Summary only. Only limited summary data is available for this year.$74.4$57.7$16.7$18.7
2010Summary only. Only limited summary data is available for this year.$69.1$53.5$15.6$18.1