Civic Intelligence

Peter Becker Community

990 • Fiscal year 2020 • EIN 23-6299695

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 28, 2021

Organization ProfilePETERBECKERCOMMUNITY.COM

View Organization Page

800 Maple AvenueHarleysville, PA 19438

(215) 256-9501

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$87,925,250

Up $1,325,257 (+1.5%) from 2019

Net Assets

Up

$23,878,625

Up $84,831 (+0.4%) from 2019

Liabilities

Up

$64,046,625

Up $1,240,426 (+2.0%) from 2019

Revenue And Expenses

Revenue

Up

$22,812,274

Up $187,015 (+0.8%) from 2019

Expenses

Down

$22,167,281

Down $807,312 (-3.5%) from 2019

Net Income

Up

$644,993

Up $994,327 (+285%) from 2019

Historical Trend

Balance Sheet Trend

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 2020: $87,925,250Liabilities 2020: $64,046,625Net Assets 2020: $23,878,6252020Assets 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

2020

Assets$87,925,250
Liabilities$64,046,625
Net Assets$23,878,625
Open 2020 Filing

Operations Trend

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 2020: $22,812,274Expenses 2020: $22,167,281Net Income 2020: $644,9932020Revenue 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

2020

Revenue$22,812,274
Expenses$22,167,281
Net Income$644,993
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 28, 2021
Return Version
2019v5.2
Gross Receipts
$23,278,748
Mission and Program Overview

Mission

Full service continuing care retirement community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$60,204,395$61,032,926▲ $828,531
Savings and Temporary Cash Investments$13,718,349$13,123,926▼ $594,423
Investments in Publicly Traded Securities$9,916,975$11,197,965▲ $1,280,990
Accounts Receivable$759,668$721,207▼ $38,461
Prepaid Expenses and Deferred Charges$236,878$289,128▲ $52,250
Investments Other Securities$225,982$42,978▼ $183,004
Cash and Non-Interest-Bearing Accounts$600$600→ $0
Total Assets$86,599,993$87,925,250▲ $1,325,257
Other Assets Total$1,537,146$1,516,520▼ $20,626
Liabilities
Mortgage Notes Payable Secured by Investment Property$29,120,316$28,265,401▼ $854,915
Deferred Revenue$18,819,225$19,294,396▲ $475,171
Other Liabilities$12,616,054$12,291,334▼ $324,720
Accounts Payable and Accrued Expenses$2,250,604$2,446,269▲ $195,665
Unsecured Notes Loans Payable$0$1,749,225▲ $1,749,225
Total Liabilities$62,806,199$64,046,625▲ $1,240,426
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,621,503$20,694,936▲ $73,433
Net Assets With Donor Restrictions$3,172,291$3,183,689▲ $11,398
Total Net Assets Fund Balance$23,793,794$23,878,625▲ $84,831
Total Liabilities and Net Assets / Fund Balance$86,599,993$87,925,250▲ $1,325,257

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$48,344,461$40,086,861$88,431,322
Equipment$2,978,843$7,480,959$10,459,802
Land$7,462,871-$7,462,871
Other Land Buildings$2,246,751-$2,246,751

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,978,754-▲ $127,043-$2,062,386
2018$1,885,844-▲ $134,119-$1,978,754
2017$1,789,478-▲ $135,708-$1,885,844
2016$1,625,932$10,547▲ $193,155-$1,789,478
2015$1,393,604$240,000▲ $27,406-$1,625,932
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne M OwensPresident/CEOFT$257,875$13,577$271,452
Timothy McquaidV.p. of Finance/CFO/asst SFT$149,604$13,687$163,291
Harry McconnellCOOFT$137,706$3,942$141,648
David MerrickVP Mission SupportFT$106,875$13,980$120,855
Barbara KellerVP MarketingFT$82,339$7,807$90,146
Danielle HeyVP Himan ResourcesFT$53,536$1,457$54,993
Erica MossNha-administratorFT$42,208$1,148$43,356

Board Members and Trustees

NameTitle
John FrankenfieldChairman
Don PriceImmediate Past Chair
Dick SchmoyerAuxiliary President
Stuart SuterVice Chairman
Pat BubAuxiliary Vice President
Cindy LimbertDirector
Donald BryantDirector
Lon ClemmerDirector
M Terry PageDirector
Mark BalilesDirector
Ronald G LutzDirector
Thomas NolanDirector
Joe BondiResident Representative
Jacki HowensteinSecretary
Lon SeitzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Berks Ridge Company Enterprises INCConstruction316 RUTH RD, Harleysville, PA 19438$1,780,362
Cura HospitalityFood Services285 EAST WATERFRONT D285 EAST WATER, Homestead, PA 15120$1,488,430
Holz And Henry INCConstruction35 N RICHARDSON AVE, Lansdale, PA 19446$636,860
Alliance RehabRehabilitation Services40 W 11TH AVE, York, PA 17404$621,710
C&s Lawn And LandscapeLawn Service562 MELVINS RD, Telford, PA 18969$533,563
Revenue and Support

Revenue Composition

Contributions and Grants
$852,191
Program Service Revenue
$20,576,527
Investment Income
$576,292
Other Revenue
$807,264
All Other Contributions
$804,418
Change in Net Assets
$644,993

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,812,274
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-552,322
Total Revenue per Audited Statements
$22,259,952
Total Revenue per Form 990
$22,812,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,443,976
Other Expenses$10,723,305
Total Fundraising Expense$274,298
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,669,041$1,044,172$182,130$7,895,343
Depreciation Depletion$3,337,705$392,727-$3,730,432
Other Employee Benefits$1,345,029$211,757$36,978$1,593,764
Occupancy$1,012,796$114,652-$1,127,448
Current Officers, Directors, Trustees, and Key Employees$932,320$145,936$25,423$1,103,679
Interest$838,927$96,917-$935,844
Office Expenses$618,030$73,278$2,994$694,302
Payroll Taxes$563,935$88,791$15,504$668,230
All Other Expenses$409,033$35,348$6,979$451,360
Insurance$290,879$34,489-$325,368
Fees for Services Other$243,950$28,924-$272,874
Other Expenses$194,558$21,416-$215,974
Pension Plan Contributions$154,406$24,309$4,245$182,960
Fees for Services Accounting-$44,781-$44,781
Advertising-$25,384-$25,384
Fees for Services Legal-$19,307-$19,307
Travel$15,583$1,848$45$17,476
Total Functional Expenses$19,404,800$2,488,183$274,298$22,167,281

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,175,121
Expenses per Audited Statements$22,167,281
Total Expenses per Form 990$22,167,281
Expenses Not Reported on Form 990$7,840
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$22,663
Fundraising Gross Income$22,663
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$70,436$22,663$22,663$0
Total Events$70,436$22,663$22,663$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$10,138,219
Fair Value of Interest Rate Swap$1,761,436
Refundable Advance$328,859
Liability for Life Annuity Contract$55,134
Resident Trust Funds$7,686
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 35% controlled entity
No
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
2021-04-28
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
367
Volunteers
229

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 -759,932. Change in fmv of receivable from private foundation 10,619.”

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 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, 2020, the community did not identify any uncertain tax positions taken or expected to be taken, which would require adjustments to or disclosure in the financial statements. The community is potentially subject to federal, state, and local examinations for years subsequent to june 30, 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses 7,840. Change in fair value of interest rate swap -759,932. Change in fmv of receivable from private foundation 10,619.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 7,840.”

Raw XML AppendixShowing 400 of 758 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02250604
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02446269
IRS990/AccountsReceivableGrp/BOYAmt0759668
IRS990/AccountsReceivableGrp/EOYAmt0721207
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY
IRS990/AdvertisingGrp/ManagementAndGeneralAmt025384
IRS990/AdvertisingGrp/TotalAmt025384
IRS990/AllOtherContributionsAmt0804418
IRS990/AllOtherExpensesGrp/FundraisingAmt06979
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt035348
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0409033
IRS990/AllOtherExpensesGrp/TotalAmt0451360
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUZANNE M OWENS
IRS990/BooksInCareOfDetail/PhoneNum02152569501
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 MAPLE AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARLEYSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019438
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0600
IRS990/CashNonInterestBearingGrp/EOYAmt0600
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt025
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt025423
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0145936
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0932320
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01103679
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01780362
IRS990/ContractorCompensationGrp/CompensationAmt11488430
IRS990/ContractorCompensationGrp/CompensationAmt2636860
IRS990/ContractorCompensationGrp/CompensationAmt3621710
IRS990/ContractorCompensationGrp/CompensationAmt4533563
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0316 RUTH RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1285 EAST WATERFRONT D285 EAST WATER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt235 N RICHARDSON AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt340 W 11TH AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4562 MELVINS RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HARLEYSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1HOMESTEAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2LANSDALE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4TELFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd019438
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd115120
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd219446
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd317404
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd418969
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BERKS RIDGE COMPANY ENTERPRISES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1CURA HOSPITALITY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2HOLZ AND HENRY INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3ALLIANCE REHAB
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4C&S LAWN AND LANDSCAPE
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc1FOOD SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc3REHABILITATION SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc4LAWN SERVICE
IRS990/ContriRptFundraisingEventAmt047773
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0852191
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0576292
IRS990/CYOtherExpensesAmt010723305
IRS990/CYOtherRevenueAmt0807264
IRS990/CYProgramServiceRevenueAmt020576527
IRS990/CYRevenuesLessExpensesAmt0644993
IRS990/CYSalariesCompEmpBnftPaidAmt011443976
IRS990/CYTotalExpensesAmt022167281
IRS990/CYTotalFundraisingExpenseAmt0274298
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022812274
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt018819225
IRS990/DeferredRevenueGrp/EOYAmt019294396
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0392727
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03337705
IRS990/DepreciationDepletionGrp/TotalAmt03730432
IRS990/Desc0TO PROVIDE HEALTHCARE AND PROMOTE A HEALTHY LIFESTYLE TO A CAMPUS OF RESIDENTS IN RESIDENTIAL LIVING, PERSONAL CARE AND SKILLED NURSING. EXCESS REVENUE OVER EXPENSE ARE USED TO IMPROVE THE QUALITY OF LIFE, QUALITY OF RESIDENT CARE, AND TO EXPAND EXISTING SERVICES ENSURING THE CONTINUANCE OF THESE SERVICES FOR FUTURE GENERATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03172291
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03183689
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0367
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt019404800
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt044781
IRS990/FeesForServicesAccountingGrp/TotalAmt044781
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt019307
IRS990/FeesForServicesLegalGrp/TotalAmt019307
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt028924
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0243950
IRS990/FeesForServicesOtherGrp/TotalAmt0272874
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt245.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt345.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt445.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt545.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt645.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd14X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt013577
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt113687
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt23942
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt313980
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt47807
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt51457
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt61148
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0SUZANNE M OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm1TIMOTHY MCQUAID
IRS990/Form990PartVIISectionAGrp/PersonNm2HARRY MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID MERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm5DANIELLE HEY
IRS990/Form990PartVIISectionAGrp/PersonNm6ERICA MOSS
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN FRANKENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm8STUART SUTER
IRS990/Form990PartVIISectionAGrp/PersonNm9JACKI HOWENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm10LON SEITZ
IRS990/Form990PartVIISectionAGrp/PersonNm11DICK SCHMOYER
IRS990/Form990PartVIISectionAGrp/PersonNm12PAT BUB
IRS990/Form990PartVIISectionAGrp/PersonNm13M TERRY PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm14DONALD BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm15RONALD G LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm16MARK BALILES
IRS990/Form990PartVIISectionAGrp/PersonNm17CINDY LIMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm18THOMAS NOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm19LON CLEMMER
IRS990/Form990PartVIISectionAGrp/PersonNm20DON PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm21JOE BONDI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0257875
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1149604
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2137706
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3106875
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt482339
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt553536
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt642208
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1V.P. OF FINANCE/CFO/ASST S
IRS990/Form990PartVIISectionAGrp/TitleTxt2COO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP MISSION SUPPORT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP HIMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt6NHA-ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11AUXILIARY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12AUXILIARY VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21RESIDENT REPRESENTATIVE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt047773
IRS990/FundraisingDirectExpensesAmt022663
IRS990/FundraisingGrossIncomeAmt022663
IRS990/GainOrLossGrp/SecuritiesAmt093602
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0529573
IRS990/GrossReceiptsAmt023278748
IRS990/GrossRentsGrp/RealAmt044340
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt034489
IRS990/InsuranceGrp/ProgramServicesAmt0290879
IRS990/InsuranceGrp/TotalAmt0325368
IRS990/InterestGrp/ManagementAndGeneralAmt096917
IRS990/InterestGrp/ProgramServicesAmt0838927
IRS990/InterestGrp/TotalAmt0935844
IRS990/InvestmentIncomeGrp/ExclusionAmt0482690
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0482690
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0225982
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt042978
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09916975
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011197965
IRS990/IRPDocumentCnt028
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt047567820
IRS990/LandBldgEquipBasisNetGrp/BOYAmt060204395
IRS990/LandBldgEquipBasisNetGrp/EOYAmt061032926
IRS990/LandBldgEquipCostOrOtherBssAmt0108600746
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0435971
IRS990/LessRentalExpensesGrp/RealAmt07840
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0458109
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0458109
IRS990/MissionDesc0FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt029120316
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt028265401
IRS990/NetAssetsOrFundBalancesBOYAmt023793794
IRS990/NetAssetsOrFundBalancesEOYAmt023878625
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt093602
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt093602
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt036500
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt036500
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0189151
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt020621503
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020694936
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0114652
IRS990/OccupancyGrp/ProgramServicesAmt01012796
IRS990/OccupancyGrp/TotalAmt01127448
IRS990/OfficeExpensesGrp/FundraisingAmt02994
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt073278
IRS990/OfficeExpensesGrp/ProgramServicesAmt0618030
IRS990/OfficeExpensesGrp/TotalAmt0694302
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01537146
IRS990/OtherAssetsTotalGrp/EOYAmt01516520
IRS990/OtherChangesInNetAssetsAmt0-749313
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt036978
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0211757
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01345029
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01593764
IRS990/OtherExpensesGrp/Desc0DIETARY
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MEDICAL SERVICES
IRS990/OtherExpensesGrp/Desc3CONTRACT SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt082067
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12080
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt221416
IRS990/OtherExpensesGrp/ProgramServicesAmt01383270
IRS990/OtherExpensesGrp/ProgramServicesAmt1692158
IRS990/OtherExpensesGrp/ProgramServicesAmt2703180
IRS990/OtherExpensesGrp/ProgramServicesAmt3194558
IRS990/OtherExpensesGrp/TotalAmt01383270
IRS990/OtherExpensesGrp/TotalAmt1774225
IRS990/OtherExpensesGrp/TotalAmt2705260
IRS990/OtherExpensesGrp/TotalAmt3215974
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt012616054
IRS990/OtherLiabilitiesGrp/EOYAmt012291334
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,925,250
Liabilities
$64,046,625
Net assets
$23,878,625
Revenue
$22,812,274
Expenses
$22,167,281
Net income
$644,993
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
2020Detailed filing. Detailed filing data is available for this year.$87.9$64.0$23.9$22.8$22.2$0.64
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
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