Civic Intelligence

Peter Becker Community

990 • Fiscal year 2016 • EIN 23-6299695

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

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

83rd percentile

0.75x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

2.60x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

67th percentile

7.6%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

59th percentile

3.8%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

2.1%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$77,863,136

Up $2,815,029 (+3.8%) from 2015

Net Assets

Up

$19,077,124

Up $412,839 (+2.2%) from 2015

Liabilities

Up

$58,786,012

Up $2,402,190 (+4.3%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin67th percentile

Revenue

Up

$22,579,470

Up $467,790 (+2.1%) from 2015

Expenses

Down

$20,862,443

Down $207,704 (-1.0%) from 2015

Net Income

Up

$1,717,027

Up $675,494 (+65%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2016

Assets$77,863,136
Liabilities$58,786,012
Net Assets$19,077,124
Open 2016 Filing

Operations Trend

Revenue Growth48th 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

2016

Revenue$22,579,470
Expenses$20,862,443
Net Income$1,717,027
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$23,259,369
Mission and Program Overview

Mission

Full service continuing care retirement community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$59,992,654$58,221,388▼ $1,771,266
Savings and Temporary Cash Investments$6,091,204$9,036,698▲ $2,945,494
Investments in Publicly Traded Securities$6,545,515$6,401,400▼ $144,115
Accounts Receivable$579,419$1,245,774▲ $666,355
Investments Other Securities$0$1,022,347▲ $1,022,347
Prepaid Expenses and Deferred Charges$166,835$171,924▲ $5,089
Cash and Non-Interest-Bearing Accounts$600$600→ $0
Total Assets$75,048,107$77,863,136▲ $2,815,029
Other Assets Total$1,671,880$1,763,005▲ $91,125
Liabilities
Mortgage Notes Payable Secured by Investment Property$32,221,827$31,491,051▼ $730,776
Deferred Revenue$15,050,924$16,791,048▲ $1,740,124
Other Liabilities$7,328,720$8,667,006▲ $1,338,286
Accounts Payable and Accrued Expenses$1,782,351$1,836,907▲ $54,556
Total Liabilities$56,383,822$58,786,012▲ $2,402,190
Net Assets / Fund Balance
Unrestricted Net Assets$16,186,136$16,292,829▲ $106,693
Permanently Rstr Net Assets$2,256,987$2,456,134▲ $199,147
Temporarily Rstr Net Assets$221,162$328,161▲ $106,999
Total Net Assets Fund Balance$18,664,285$19,077,124▲ $412,839
Total Liabilities and Net Assets / Fund Balance$75,048,107$77,863,136▲ $2,815,029

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$49,164,326$29,208,687$78,373,013
Equipment$2,689,616$5,225,969$7,915,585
Land$6,366,321-$6,366,321
Other Land Buildings$1,125-$1,125

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,478,149$540,556▲ $199,147$433,557$2,784,295
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne M OwensPresident/CEOFT$248,337$4,506$252,843
Timothy McquaidV.p. of Finance/CFO/assistFT$127,154$10,240$137,394
Paul GrebbPlant OperationsFT$102,416$7,238$109,654
Harry McconnellV.p. of Human ResourcesFT$100,216$3,437$103,653
Barbara KellerVP MarketingFT$73,252$8,191$81,443
Brent NafzigerVP Health Care ServicesFT$42,936$5,111$48,047

Board Members and Trustees

NameTitle
John FrankenfieldChairman
Stuart SuterVice Chairman
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$1,371,917
Alliance RehabRehabilitation Services40 W 11TH AVE, York, PA 17404$563,149
R Dale Ziegler INCRoofing2455 OVERLOK LANE, Harleysville, PA 19438$312,183
C & S Lawn & Landscape INCLandscaping1023 COUNTY LINE ROAD, Souderton, PA 18964$265,991
AluraTechnical Services1000 GERMANTOWN PIKE SUITE C4, Plymouth Meeting, PA 19462$189,920
Revenue and Support

Revenue Composition

Contributions and Grants
$866,672
Program Service Revenue
$20,717,228
Investment Income
$330,208
Other Revenue
$665,362
All Other Contributions
$833,815
Change in Net Assets
$1,717,027

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,425,084
Revenue Not Reported on Financial Statements
$1,154,386
Revenue Not Reported on Form 990
$-120,625
Other Revenue Adjustments
$1,154,386
Total Revenue per Audited Statements
$21,304,459
Total Revenue per Form 990
$22,579,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,294,909
Other Expenses$9,567,534
Total Fundraising Expense$180,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,920,555$1,047,481$125,622$8,093,658
Depreciation Depletion$2,741,827$322,013-$3,063,840
Other Employee Benefits$1,257,071$189,047$23,145$1,469,263
Occupancy$944,523$111,990-$1,056,513
Current Officers, Directors, Trustees, and Key Employees$781,387$96,852$19,897$898,136
All Other Expenses$588,144$110,918$-15,362$683,700
Payroll Taxes$500,757$76,150$8,994$585,901
Interest$511,411$60,637-$572,048
Office Expenses$495,601$58,763$9,945$564,309
Fees for Services Other$252,366$29,923-$282,289
Insurance$234,388$27,791-$262,179
Pension Plan Contributions$212,069$32,008$3,874$247,951
Other Expenses$181,910$19,984$345$201,894
Fees for Services Accounting-$46,169-$46,169
Advertising-$37,199-$37,199
Travel$29,926$3,548$3,553$37,027
Fees for Services Legal-$18,325-$18,325
Total Functional Expenses$18,330,115$2,352,315$180,013$20,862,443

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,891,620
Total Expenses per Audited Statements$20,891,620
Total Expenses per Form 990$20,862,443
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-29,177
Other Expense Adjustments$-29,177
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,368
Fundraising Gross Income$18,368
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$51,225$18,368-$18,368
Total Events$51,225$18,368$18,368$0
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$6,381,911
Fair Value of Interest Rate Swap$2,196,968
Liability for Life Annuity Contract$80,411
Resident Trust Funds$7,716
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 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.”

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 that these forms are available upon request.”

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
2017-05-11
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
342
Volunteers
300

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Interest rate swap -1,180,444. Change in beneficial interest in perpetual trust -3,119.”

FORM 990, PART XII, LINE 2C:

“The oversight process and 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 2013. 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 1,180,444. Change in beneficial interest in perpetual trust 3,119. Fundraising expenses -18,368. Rental expenses -10,809.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses -10,809. Fundraising expense -18,368.”

Raw XML AppendixShowing 400 of 704 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/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt105111
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt118191
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt123437
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1310240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt144506
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt157238
IRS990/Form990PartVIISectionAGrp/PersonNm0CYNTHIA LIMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm1JACKI HOWENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm2DONALD PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS NOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm4M TERRY PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm5DONALD BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm6RONALD G LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK BALILES
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN FRANKENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm9STUART SUTER
IRS990/Form990PartVIISectionAGrp/PersonNm10BRENT NAFZIGER
IRS990/Form990PartVIISectionAGrp/PersonNm11BARBARA KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm12HARRY MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm13TIMOTHY MCQUAID
IRS990/Form990PartVIISectionAGrp/PersonNm14SUZANNE M OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm15PAUL GREBB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1042936
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1173252
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12100216
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13127154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14248337
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15102416
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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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/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP HEALTH CARE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt12V.P. OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt13V.P. OF FINANCE/CFO/ASSIST
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15PLANT OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt032857
IRS990/FundraisingDirectExpensesAmt018368
IRS990/FundraisingGrossIncomeAmt018368
IRS990/GainOrLossGrp/OtherAmt0-4686
IRS990/GainOrLossGrp/SecuritiesAmt085549
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0731585
IRS990/GrossReceiptsAmt023259369
IRS990/GrossRentsGrp/RealAmt0108839
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt027791
IRS990/InsuranceGrp/ProgramServicesAmt0234388
IRS990/InsuranceGrp/TotalAmt0262179
IRS990/InterestGrp/ManagementAndGeneralAmt060637
IRS990/InterestGrp/ProgramServicesAmt0511411
IRS990/InterestGrp/TotalAmt0572048
IRS990/InvestmentIncomeGrp/ExclusionAmt0249345
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0249345
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01022347
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06545515
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06401400
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt034434656
IRS990/LandBldgEquipBasisNetGrp/BOYAmt059992654
IRS990/LandBldgEquipBasisNetGrp/EOYAmt058221388
IRS990/LandBldgEquipCostOrOtherBssAmt092656044
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04686
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0646036
IRS990/LessRentalExpensesGrp/RealAmt010809
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0140550
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0140550
IRS990/MissionDesc0FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt032221827
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt031491051
IRS990/NetAssetsOrFundBalancesBOYAmt018664285
IRS990/NetAssetsOrFundBalancesEOYAmt019077124
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt080863
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt080863
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt098030
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt098030
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-120625
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0111990
IRS990/OccupancyGrp/ProgramServicesAmt0944523
IRS990/OccupancyGrp/TotalAmt01056513
IRS990/OfficeExpensesGrp/FundraisingAmt09945
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058763
IRS990/OfficeExpensesGrp/ProgramServicesAmt0495601
IRS990/OfficeExpensesGrp/TotalAmt0564309
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01671880
IRS990/OtherAssetsTotalGrp/EOYAmt01763005
IRS990/OtherChangesInNetAssetsAmt0-1183563
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023145
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0189047
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01257071
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01469263
IRS990/OtherExpensesGrp/Desc0DIETARY
IRS990/OtherExpensesGrp/Desc1MEDICAL SERVICES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CONTRACT SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt0345
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0925
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt162592
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt219984
IRS990/OtherExpensesGrp/ProgramServicesAmt01329442
IRS990/OtherExpensesGrp/ProgramServicesAmt1783277
IRS990/OtherExpensesGrp/ProgramServicesAmt2565461
IRS990/OtherExpensesGrp/ProgramServicesAmt3181910
IRS990/OtherExpensesGrp/TotalAmt01329442
IRS990/OtherExpensesGrp/TotalAmt1784202
IRS990/OtherExpensesGrp/TotalAmt2628398
IRS990/OtherExpensesGrp/TotalAmt3201894
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt07328720
IRS990/OtherLiabilitiesGrp/EOYAmt08667006
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0MEALS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1TELEPHONE
IRS990/OtherRevenueMiscGrp/Desc2HOUSEKEEPING & LAUNDRY
IRS990/OtherRevenueMiscGrp/ExclusionAmt0300701
IRS990/OtherRevenueMiscGrp/ExclusionAmt166528
IRS990/OtherRevenueMiscGrp/ExclusionAmt259553
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0300701
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt166528
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt259553
IRS990/OtherRevenueTotalAmt0567332
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0125622
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01047481
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06920555
IRS990/OtherSalariesAndWagesGrp/TotalAmt08093658
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08994
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt076150
IRS990/PayrollTaxesGrp/ProgramServicesAmt0500757
IRS990/PayrollTaxesGrp/TotalAmt0585901
IRS990/PensionPlanContributionsGrp/FundraisingAmt03874
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt032008
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0212069
IRS990/PensionPlanContributionsGrp/TotalAmt0247951
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02256987
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02456134
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0166835
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0171924
IRS990/PrincipalOfficerNm0SUZANNE M OWENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVIVE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020717228
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020717228
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01416444
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0249318
IRS990/PYOtherExpensesAmt010339841
IRS990/PYOtherRevenueAmt0638507
IRS990/PYProgramServiceRevenueAmt019807411

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,863,136
Liabilities
$58,786,012
Net assets
$19,077,124
Revenue
$22,579,470
Expenses
$20,862,443
Net income
$1,717,027
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
2016Detailed filing. Detailed filing data is available for this year.$77.9$58.8$19.1$22.6$20.9$1.72
2015Summary only. Only limited summary 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