Civic Intelligence

Peter Becker Community

990 • Fiscal year 2017 • EIN 23-6299695

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

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

81st percentile

0.73x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

2.49x

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

57th percentile

5.6%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

39th percentile

3.1%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

3.8%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$80,249,648

Up $2,386,512 (+3.1%) from 2016

Net Assets

Up

$21,971,929

Up $2,894,805 (+15%) from 2016

Liabilities

Down

$58,277,719

Down $508,293 (-0.9%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin57th percentile

Revenue

Up

$23,429,295

Up $849,825 (+3.8%) from 2016

Expenses

Up

$22,110,475

Up $1,248,032 (+6.0%) from 2016

Net Income

Down

$1,318,820

Down $398,207 (-23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2017

Assets$80,249,648
Liabilities$58,277,719
Net Assets$21,971,929
Open 2017 Filing

Operations Trend

Revenue Growth45th 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

2017

Revenue$23,429,295
Expenses$22,110,475
Net Income$1,318,820
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$24,269,184
Mission and Program Overview

Mission

Full service continuing care retirement community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$58,221,388$56,624,257▼ $1,597,131
Savings and Temporary Cash Investments$9,036,698$11,806,160▲ $2,769,462
Investments in Publicly Traded Securities$6,401,400$7,806,550▲ $1,405,150
Accounts Receivable$1,245,774$1,586,547▲ $340,773
Investments Other Securities$1,022,347$657,368▼ $364,979
Prepaid Expenses and Deferred Charges$171,924$193,307▲ $21,383
Cash and Non-Interest-Bearing Accounts$600$600→ $0
Total Assets$77,863,136$80,249,648▲ $2,386,512
Other Assets Total$1,763,005$1,574,859▼ $188,146
Liabilities
Mortgage Notes Payable Secured by Investment Property$31,491,051$30,731,827▼ $759,224
Deferred Revenue$16,791,048$16,543,679▼ $247,369
Other Liabilities$8,667,006$9,106,842▲ $439,836
Accounts Payable and Accrued Expenses$1,836,907$1,895,371▲ $58,464
Total Liabilities$58,786,012$58,277,719▼ $508,293
Net Assets / Fund Balance
Unrestricted Net Assets$16,292,829$19,157,284▲ $2,864,455
Permanently Rstr Net Assets$2,456,134$1,708,818▼ $747,316
Temporarily Rstr Net Assets$328,161$1,105,827▲ $777,666
Total Net Assets Fund Balance$19,077,124$21,971,929▲ $2,894,805
Total Liabilities and Net Assets / Fund Balance$77,863,136$80,249,648▲ $2,386,512

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$47,315,329$31,736,275$79,051,604
Equipment$2,869,284$5,711,459$8,580,743
Land$6,383,927-$6,383,927
Other Land Buildings$55,717-$55,717

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,784,295$474,372▲ $151,503$595,525$2,814,645
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne M OwensPresident/CEOFT$239,128$6,884$246,012
Timothy McquaidV.p. of Finance/CFO/asst SecretaryFT$135,253$11,096$146,349
Brent NafzigerVP Health Care ServicesFT$119,972$10,878$130,850
Paul GrebbMaintenance DirectorFT$101,856$10,262$112,118
Harry McconnellV.p. of Human ResourcesFT$106,933$3,731$110,664
Barbara KellerVP MarketingFT$74,319$5,365$79,684
David MerrickVP Mission SupportFT$71,949$5,408$77,357

Board Members and Trustees

NameTitle
John FrankenfieldChairman
Donald PriceImmediate Past President
Stuart SuterVice Chairman
Cindy LimbertDirector
Donald BryantDirector
M Terry PageDirector
Mark BalilesDirector
Ronald G LutzDirector
Jacki HowensteinSecretary
Thomas NolanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cura HospitalityFood Services285 EAST WATERFRONT D285 EAST WATER, Homestead, PA 15120$1,528,616
Alliance RehabRehabilitation Services40 W 11TH AVE, York, PA 17404$681,089
Industrial Mechanical Contractors INCConstruction240 TANNER AVE, Hatboro, PA 19040$279,971
C & S Lawn & Landscape INCLandscaping1023 COUNTY LINE ROAD, Souderton, PA 18964$273,676
R Dale Ziegler INCRoofing2455 OVERLOK LANE, Harleysville, PA 19438$258,751
Revenue and Support

Revenue Composition

Contributions and Grants
$668,617
Program Service Revenue
$21,596,976
Investment Income
$555,200
Other Revenue
$608,502
All Other Contributions
$613,562
Change in Net Assets
$1,318,820

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,429,295
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,603,890
Total Revenue per Audited Statements
$25,033,185
Total Revenue per Form 990
$23,429,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,887,367
Other Expenses$10,223,108
Total Fundraising Expense$267,315
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,067,462$1,155,376$188,785$8,411,623
Depreciation Depletion$2,750,062$322,989-$3,073,051
Other Employee Benefits$1,394,394$225,826$37,180$1,657,400
Occupancy$986,514$116,970-$1,103,484
Interest$885,409$104,981-$990,390
Current Officers, Directors, Trustees, and Key Employees$721,003$89,368$18,360$828,731
Payroll Taxes$567,994$90,996$15,114$674,104
All Other Expenses$575,572$102,262$-13,814$664,020
Office Expenses$526,737$62,454$13,743$602,934
Pension Plan Contributions$265,343$43,087$7,079$315,509
Insurance$248,339$29,445-$277,784
Fees for Services Other$229,897$27,259-$257,156
Other Expenses$177,962$19,725$448$197,687
Fees for Services Legal-$49,058-$49,058
Fees for Services Accounting-$48,999-$48,999
Advertising-$33,237-$33,237
Travel$26,704$3,166$420$30,290
Total Functional Expenses$19,249,390$2,593,770$267,315$22,110,475

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,138,380
Expenses per Audited Statements$22,110,475
Total Expenses per Form 990$22,110,475
Expenses Not Reported on Form 990$27,905
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,714
Fundraising Gross Income$16,714
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$71,769$16,714-$16,714
Total Events$71,769$16,714$16,714$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$8,007,708
Fair Value of Interest Rate Swap$1,017,063
Liability for Life Annuity Contract$76,699
Resident Trust Funds$5,372
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 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.”

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
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne M Owens
Formed
1963
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
341
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 1,179,905. Change in fmv of receivable from private foundation 31,170.”

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. No provision for income taxes has been reflected in the accompanying financial statements. For the year ended june 30, 2017, the community did not identify any uncertain tax positions taken or expected to be taken, which would require adjustments or disclosure in the financial statements. The community is potentially subject to federla, state and local examinations for years subsequent to june 30, 2013.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 16,714. Rental expenses 11,191. Change in fair value of interest rate swap 1,179,905. Change in fmv of receivable from private foundation 31,170.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 16,714. Rental expenses 11,191.”

Raw XML AppendixShowing 400 of 718 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/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/OtherCompensationAmt1010878
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt115365
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt123731
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1311096
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt146884
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt155408
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1610262
IRS990/Form990PartVIISectionAGrp/PersonNm0JACKI HOWENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1DONALD PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS NOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm3M TERRY PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm4DONALD BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm5RONALD G LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK BALILES
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN FRANKENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm8STUART SUTER
IRS990/Form990PartVIISectionAGrp/PersonNm9CINDY LIMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm10BRENT NAFZIGER
IRS990/Form990PartVIISectionAGrp/PersonNm11BARBARA KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm12HARRY MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm13TIMOTHY MCQUAID
IRS990/Form990PartVIISectionAGrp/PersonNm14SUZANNE M OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID MERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm16PAUL GREBB
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/ReportableCompFromOrgAmt10119972
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1174319
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12106933
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13135253
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14239128
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1571949
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16101856
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP HEALTH CARE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt12V.P. OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt13V.P. OF FINANCE/CFO/ASST SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP MISSION SUPPORT
IRS990/Form990PartVIISectionAGrp/TitleTxt16MAINTENANCE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt055055
IRS990/FundraisingDirectExpensesAmt016714
IRS990/FundraisingGrossIncomeAmt016714
IRS990/GainOrLossGrp/OtherAmt0-1624
IRS990/GainOrLossGrp/SecuritiesAmt084976
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0895336
IRS990/GrossReceiptsAmt024269184
IRS990/GrossRentsGrp/RealAmt077662
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt029445
IRS990/InsuranceGrp/ProgramServicesAmt0248339
IRS990/InsuranceGrp/TotalAmt0277784
IRS990/InterestGrp/ManagementAndGeneralAmt0104981
IRS990/InterestGrp/ProgramServicesAmt0885409
IRS990/InterestGrp/TotalAmt0990390
IRS990/InvestmentIncomeGrp/ExclusionAmt0471848
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0471848
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01022347
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0657368
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06401400
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07806550
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037447734
IRS990/LandBldgEquipBasisNetGrp/BOYAmt058221388
IRS990/LandBldgEquipBasisNetGrp/EOYAmt056624257
IRS990/LandBldgEquipCostOrOtherBssAmt094071991
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01624
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0810360
IRS990/LessRentalExpensesGrp/RealAmt011191
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0160648
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0160648
IRS990/MissionDesc0FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt031491051
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt030731827
IRS990/NetAssetsOrFundBalancesBOYAmt019077124
IRS990/NetAssetsOrFundBalancesEOYAmt021971929
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt083352
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt083352
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt066471
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt066471
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0364910
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0116970
IRS990/OccupancyGrp/ProgramServicesAmt0986514
IRS990/OccupancyGrp/TotalAmt01103484
IRS990/OfficeExpensesGrp/FundraisingAmt013743
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt062454
IRS990/OfficeExpensesGrp/ProgramServicesAmt0526737
IRS990/OfficeExpensesGrp/TotalAmt0602934
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01763005
IRS990/OtherAssetsTotalGrp/EOYAmt01574859
IRS990/OtherChangesInNetAssetsAmt01211075
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt037180
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0225826
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01394394
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01657400
IRS990/OtherExpensesGrp/Desc0DIETARY
IRS990/OtherExpensesGrp/Desc1MEDICAL SERVICES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CONTRACT SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt0448
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04630
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt163942
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt219725
IRS990/OtherExpensesGrp/ProgramServicesAmt01395494
IRS990/OtherExpensesGrp/ProgramServicesAmt1850949
IRS990/OtherExpensesGrp/ProgramServicesAmt2579555
IRS990/OtherExpensesGrp/ProgramServicesAmt3177962
IRS990/OtherExpensesGrp/TotalAmt01395494
IRS990/OtherExpensesGrp/TotalAmt1855579
IRS990/OtherExpensesGrp/TotalAmt2643945
IRS990/OtherExpensesGrp/TotalAmt3197687
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt08667006
IRS990/OtherLiabilitiesGrp/EOYAmt09106842
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0MEALS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1HOUSEKEEPING & LAUNDRY
IRS990/OtherRevenueMiscGrp/Desc2TELEPHONE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0280689
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt162353
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt238341
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0280689
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt162353
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt238341
IRS990/OtherRevenueTotalAmt0542031
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0188785
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01155376
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07067462
IRS990/OtherSalariesAndWagesGrp/TotalAmt08411623
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015114
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt090996
IRS990/PayrollTaxesGrp/ProgramServicesAmt0567994
IRS990/PayrollTaxesGrp/TotalAmt0674104
IRS990/PensionPlanContributionsGrp/FundraisingAmt07079
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt043087
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0265343
IRS990/PensionPlanContributionsGrp/TotalAmt0315509
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02456134
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01708818
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0171924
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0193307
IRS990/PrincipalOfficerNm0SUZANNE M OWENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVIVE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021596976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021596976
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,249,648
Liabilities
$58,277,719
Net assets
$21,971,929
Revenue
$23,429,295
Expenses
$22,110,475
Net income
$1,318,820
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
2017Detailed filing. Detailed filing 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
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