Civic Intelligence

Peter Becker Community

990 • Fiscal year 2018 • EIN 23-6299695

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

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

0.70x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

2.42x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

59th percentile

7.3%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

55th percentile

3.8%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

3.3%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$83,323,819

Up $3,074,171 (+3.8%) from 2017

Net Assets

Up

$24,698,484

Up $2,726,555 (+12%) from 2017

Liabilities

Up

$58,625,335

Up $347,616 (+0.6%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin59th percentile

Revenue

Up

$24,209,600

Up $780,305 (+3.3%) from 2017

Expenses

Up

$22,439,183

Up $328,708 (+1.5%) from 2017

Net Income

Up

$1,770,417

Up $451,597 (+34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$83,323,819
Liabilities$58,625,335
Net Assets$24,698,484
Open 2018 Filing

Operations Trend

Revenue Growth44th 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

2018

Revenue$24,209,600
Expenses$22,439,183
Net Income$1,770,417
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$24,873,235
Mission and Program Overview

Mission

Full service continuing care retirement community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$56,624,257$56,141,083▼ $483,174
Savings and Temporary Cash Investments$11,806,160$14,280,403▲ $2,474,243
Investments in Publicly Traded Securities$7,806,550$9,139,205▲ $1,332,655
Accounts Receivable$1,586,547$1,550,979▼ $35,568
Investments Other Securities$657,368$446,425▼ $210,943
Prepaid Expenses and Deferred Charges$193,307$196,281▲ $2,974
Cash and Non-Interest-Bearing Accounts$600$600→ $0
Total Assets$80,249,648$83,323,819▲ $3,074,171
Other Assets Total$1,574,859$1,568,843▼ $6,016
Liabilities
Mortgage Notes Payable Secured by Investment Property$30,731,827$29,941,014▼ $790,813
Deferred Revenue$16,543,679$16,608,743▲ $65,064
Other Liabilities$9,106,842$9,705,661▲ $598,819
Accounts Payable and Accrued Expenses$1,895,371$2,369,917▲ $474,546
Total Liabilities$58,277,719$58,625,335▲ $347,616
Net Assets / Fund Balance
Unrestricted Net Assets$19,157,284$21,197,717▲ $2,040,433
Permanently Rstr Net Assets$1,708,818$1,780,702▲ $71,884
Temporarily Rstr Net Assets$1,105,827$1,720,065▲ $614,238
Total Net Assets Fund Balance$21,971,929$24,698,484▲ $2,726,555
Total Liabilities and Net Assets / Fund Balance$80,249,648$83,323,819▲ $3,074,171

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$46,009,496$34,290,790$80,300,286
Equipment$2,871,416$6,257,596$9,129,012
Land$6,470,065-$6,470,065
Other Land Buildings$790,106-$790,106

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,814,645$1,008,368▲ $126,045$448,291$3,500,767
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne M OwensPresident/CEOFT$243,499$19,448$262,947
Timothy McquaidV.p. of Finance/CFO/asst SecretaryFT$140,479$14,675$155,154
Harry McconnellCOOFT$122,830$5,083$127,913
David MerrickVP Mission SupportFT$103,579$12,402$115,981
Paul GrebbMaintenance DirectorFT$84,170$12,243$96,413
Barbara KellerVP MarketingFT$74,960$11,771$86,731
Brent NafzigerVP Health Care ServicesFT$58,136$5,662$63,798
Erica MossNha-administratorFT$23,646$52$23,698
Danielle HeyVP Human ResourcesFT$22,308$434$22,742

Board Members and Trustees

NameTitle
John FrankenfieldChairman
Stuart SuterVice Chairman
Cindy LimbertDirector
Donald BryantDirector
M Terry PageDirector
Mark BalilesDirector
Ronald G LutzDirector
Jacki HowensteinSecretary
Lon SeitzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cura HospitalityFood Services285 EAST WATERFRONT D285 EAST WATER, Homestead, PA 15120$1,341,413
R Dale Ziegler INCRoofing2455 OVERLOK LANE, Harleysville, PA 19438$611,448
Alliance RehabRehabilitation Services40 W 11TH AVE, York, PA 17404$600,918
C & S Lawn & Landscape INCLandscaping1023 COUNTY LINE ROAD, Souderton, PA 18964$284,229
Berks Ridge Company Enterprises INCConstruction316 RUTH RD, Harleysville, PA 19438$249,870
Revenue and Support

Revenue Composition

Contributions and Grants
$1,343,323
Program Service Revenue
$21,777,299
Investment Income
$481,054
Other Revenue
$607,924
All Other Contributions
$1,303,583
Change in Net Assets
$1,770,417

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,209,600
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$975,902
Total Revenue per Audited Statements
$25,185,502
Total Revenue per Form 990
$24,209,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,882,837
Other Expenses$10,556,346
Total Fundraising Expense$303,332
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,075,549$1,186,173$203,356$8,465,078
Depreciation Depletion$2,805,626$329,639-$3,135,265
Other Employee Benefits$1,184,235$198,530$23,794$1,406,559
Occupancy$976,940$115,834-$1,092,774
Interest$907,827$107,639-$1,015,466
Current Officers, Directors, Trustees, and Key Employees$797,740$133,753$34,184$965,677
All Other Expenses$641,850$57,444$7,618$706,912
Office Expenses$621,415$73,679$8,718$703,812
Payroll Taxes$577,639$96,839$16,667$691,145
Pension Plan Contributions$296,179$49,653$8,546$354,378
Insurance$244,873$29,034-$273,907
Other Expenses$234,664$21,026-$255,690
Fees for Services Other$213,012$25,256-$238,268
Fees for Services Accounting-$50,161-$50,161
Travel$27,054$3,208$449$30,711
Advertising-$27,800-$27,800
Fees for Services Legal-$12,451-$12,451
Total Functional Expenses$19,549,444$2,586,407$303,332$22,439,183

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,458,947
Expenses per Audited Statements$22,439,183
Total Expenses per Form 990$22,439,183
Expenses Not Reported on Form 990$19,764
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$19,286
Fundraising Gross Income$19,286
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$59,026$19,286-$19,286
Total Events$59,026$19,286$19,286$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$9,300,477
Fair Value of Interest Rate Swap$270,403
Liability for Life Annuity Contract$71,452
Other Liabilities$57,600
Resident Trust Funds$5,729
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
2019-05-13
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
360
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 746,660. Change in fmv of receivable from private foundation 55,029.”

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, 2018, 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 federal, state, and local examinations for years subsequent to june 30, 2014.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses 19,764. Change in fair value of interest rate swap 746,660. Change in fmv of receivable from private foundation 55,029.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 19,764.”

Raw XML AppendixShowing 400 of 733 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/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
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/OtherCompensationAmt95662
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1011771
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt115083
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1214675
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1319448
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1412243
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1512402
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16434
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1752
IRS990/Form990PartVIISectionAGrp/PersonNm0JACKI HOWENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1LON SEITZ
IRS990/Form990PartVIISectionAGrp/PersonNm2M TERRY PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm3DONALD BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm4RONALD G LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK BALILES
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN FRANKENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm7STUART SUTER
IRS990/Form990PartVIISectionAGrp/PersonNm8CINDY LIMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm9BRENT NAFZIGER
IRS990/Form990PartVIISectionAGrp/PersonNm10BARBARA KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm11HARRY MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm12TIMOTHY MCQUAID
IRS990/Form990PartVIISectionAGrp/PersonNm13SUZANNE M OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm14PAUL GREBB
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID MERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm16DANIELLE HEY
IRS990/Form990PartVIISectionAGrp/PersonNm17ERICA MOSS
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/ReportableCompFromOrgAmt958136
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1074960
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11122830
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12140479
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13243499
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1484170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15103579
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1622308
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1723646
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP HEALTH CARE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt11COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12V.P. OF FINANCE/CFO/ASST SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14MAINTENANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP MISSION SUPPORT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt17NHA-ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt039740
IRS990/FundraisingDirectExpensesAmt019286
IRS990/FundraisingGrossIncomeAmt019286
IRS990/GainOrLossGrp/OtherAmt0-1216
IRS990/GainOrLossGrp/SecuritiesAmt0101175
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0724544
IRS990/GrossReceiptsAmt024873235
IRS990/GrossRentsGrp/RealAmt067440
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt014
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt029034
IRS990/InsuranceGrp/ProgramServicesAmt0244873
IRS990/InsuranceGrp/TotalAmt0273907
IRS990/InterestGrp/ManagementAndGeneralAmt0107639
IRS990/InterestGrp/ProgramServicesAmt0907827
IRS990/InterestGrp/TotalAmt01015466
IRS990/InvestmentIncomeGrp/ExclusionAmt0381095
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0381095
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0657368
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0446425
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07806550
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09139205
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt040548386
IRS990/LandBldgEquipBasisNetGrp/BOYAmt056624257
IRS990/LandBldgEquipBasisNetGrp/EOYAmt056141083
IRS990/LandBldgEquipCostOrOtherBssAmt096689469
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01216
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0623369
IRS990/LessRentalExpensesGrp/RealAmt019764
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0170655
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0170655
IRS990/MissionDesc0FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt030731827
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt029941014
IRS990/NetAssetsOrFundBalancesBOYAmt021971929
IRS990/NetAssetsOrFundBalancesEOYAmt024698484
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt099959
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt099959
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt047676
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt047676
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0154449
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0115834
IRS990/OccupancyGrp/ProgramServicesAmt0976940
IRS990/OccupancyGrp/TotalAmt01092774
IRS990/OfficeExpensesGrp/FundraisingAmt08718
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt073679
IRS990/OfficeExpensesGrp/ProgramServicesAmt0621415
IRS990/OfficeExpensesGrp/TotalAmt0703812
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01574859
IRS990/OtherAssetsTotalGrp/EOYAmt01568843
IRS990/OtherChangesInNetAssetsAmt0801689
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023794
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0198530
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01184235
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01406559
IRS990/OtherExpensesGrp/Desc0DIETARY
IRS990/OtherExpensesGrp/Desc1MEDICAL SERVICES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CONTRACT SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt043
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt168245
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt221026
IRS990/OtherExpensesGrp/ProgramServicesAmt01428345
IRS990/OtherExpensesGrp/ProgramServicesAmt1906103
IRS990/OtherExpensesGrp/ProgramServicesAmt2610393
IRS990/OtherExpensesGrp/ProgramServicesAmt3234664
IRS990/OtherExpensesGrp/TotalAmt01428345
IRS990/OtherExpensesGrp/TotalAmt1906146
IRS990/OtherExpensesGrp/TotalAmt2678638
IRS990/OtherExpensesGrp/TotalAmt3255690
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt09106842
IRS990/OtherLiabilitiesGrp/EOYAmt09705661
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0MEALS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1TELEPHONE
IRS990/OtherRevenueMiscGrp/Desc2HOUSEKEEPING & LAUNDRY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0249658
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt171027
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt268908
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0249658
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt171027
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt268908
IRS990/OtherRevenueTotalAmt0560248
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0203356
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01186173
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07075549
IRS990/OtherSalariesAndWagesGrp/TotalAmt08465078
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016667
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt096839
IRS990/PayrollTaxesGrp/ProgramServicesAmt0577639
IRS990/PayrollTaxesGrp/TotalAmt0691145
IRS990/PensionPlanContributionsGrp/FundraisingAmt08546
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt049653
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0296179
IRS990/PensionPlanContributionsGrp/TotalAmt0354378
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01708818
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01780702
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0193307
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0196281
IRS990/PrincipalOfficerNm0SUZANNE M OWENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,323,819
Liabilities
$58,625,335
Net assets
$24,698,484
Revenue
$24,209,600
Expenses
$22,439,183
Net income
$1,770,417
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
2018Detailed filing. Detailed filing 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
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