Civic Intelligence

Peter Becker Community

990 • Fiscal year 2021 • EIN 23-6299695

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

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

0.69x

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

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

2.49x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

50th percentile

11%

Higher net margin than 50% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$277,105

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

35th percentile

6.5%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

14%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$93,663,279

Up $7,063,286 (+8.2%) from 2019

Net Assets

Up

$29,257,481

Up $5,463,687 (+23%) from 2019

Liabilities

Up

$64,405,798

Up $1,599,599 (+2.5%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin50th percentile

Revenue

Up

$25,907,614

Up $3,282,355 (+15%) from 2019

Expenses

Up

$23,023,523

Up $48,930 (+0.2%) from 2019

Net Income

Up

$2,884,091

Up $3,233,425 (+926%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$93,663,279
Liabilities$64,405,798
Net Assets$29,257,481
Open 2021 Filing

Operations Trend

Revenue Growth54th 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

2021

Revenue$25,907,614
Expenses$23,023,523
Net Income$2,884,091
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.2
Gross Receipts
$27,048,799
Mission and Program Overview

Mission

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

Full service continuing care retirement community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$61,032,926$61,544,939▲ $512,013
Savings and Temporary Cash Investments$13,123,926$15,072,488▲ $1,948,562
Investments in Publicly Traded Securities$11,197,965$14,221,078▲ $3,023,113
Accounts Receivable$721,207$1,023,437▲ $302,230
Prepaid Expenses and Deferred Charges$289,128$165,985▼ $123,143
Investments Other Securities$42,978$0▼ $42,978
Cash and Non-Interest-Bearing Accounts$600$595▼ $5
Total Assets$87,925,250$93,663,279▲ $5,738,029
Other Assets Total$1,516,520$1,634,757▲ $118,237
Liabilities
Mortgage Notes Payable Secured by Investment Property$28,265,401$27,375,870▼ $889,531
Deferred Revenue$19,294,396$21,803,345▲ $2,508,949
Other Liabilities$12,291,334$11,177,919▼ $1,113,415
Accounts Payable and Accrued Expenses$2,446,269$4,048,664▲ $1,602,395
Unsecured Notes Loans Payable$1,749,225$0▼ $1,749,225
Total Liabilities$64,046,625$64,405,798▲ $359,173
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,694,936$25,331,582▲ $4,636,646
Net Assets With Donor Restrictions$3,183,689$3,925,899▲ $742,210
Total Net Assets Fund Balance$23,878,625$29,257,481▲ $5,378,856
Total Liabilities and Net Assets / Fund Balance$87,925,250$93,663,279▲ $5,738,029

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$49,008,624$43,244,266$92,252,890
Equipment$3,158,714$8,117,202$11,275,916
Land$7,921,887-$7,921,887
Other Land Buildings$1,455,714-$1,455,714

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,062,386-▲ $491,703-$2,511,254
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
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne M OwensPresident/CEOFT$265,311$11,794$277,105
Timothy McquaidV.p. of Finance/CFO/asst SecretaryFT$170,103$8,242$178,345
David MerrickVP Mission SupportFT$109,347$28,052$137,399
Barbara KellerVP MarketingFT$98,205$3,106$101,311
Harry McconnellCOO (former)FT$52,225$1,445$53,670
Marina HackingCOO/nha-administratorFT$48,300$2,739$51,039
Jonathan SimonV.p. Facility OperationsFT$33,090$1,893$34,983

Board Members and Trustees

NameTitle
John FrankenfieldChairman
Dick SchmoyerAuxiliary President
Donald PriceImmediate Past President
Stuart SuterVice Chairman
Suzanne CassellAuxiliary Vice President
Cindy LimbertDirector
Donald BryantDirector
Jacki HowensteinDirector
M Terry PageDirector
Mark BalilesDirector
Joe BondiResident Representative
Lon ClemmerSecretary
Lon SeitzTreasurer
Samantha WhiteVP Himan Resources

Highest Paid Contractors

ContractorServicesLocationCompensation
Berks Ridge Company Enterprises INCConstruction316 RUTH RD, Harleysville, PA 19438$1,631,285
Cura HospitalityFood Services285 EAST WATERFRONT D285 EAST WATER, Homestead, PA 15120$1,486,954
Alliance RehabRehabilitation Services40 W 11TH AVE, York, PA 17404$486,225
C&s Lawn And LandscapeLawn Service562 MELVINS RD, Telford, PA 18969$277,313
Sage Age Strategies INCMarketing55 PIERCE LN STE 202, Montoursville, PA 17754$233,253
Revenue and Support

Revenue Composition

Contributions and Grants
$2,855,910
Program Service Revenue
$21,262,848
Investment Income
$667,205
Other Revenue
$1,121,651
All Other Contributions
$1,106,685
Change in Net Assets
$2,884,091

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,907,614
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,494,765
Total Revenue per Audited Statements
$28,402,379
Total Revenue per Form 990
$25,907,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,774,320
Salaries, Compensation, and Employee Benefits$11,249,203
Total Fundraising Expense$264,327
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,570,675$1,139,874$172,353$7,882,902
Depreciation Depletion$3,503,723$412,411-$3,916,134
Other Employee Benefits$1,393,993$239,409$36,724$1,670,126
Office Expenses$1,030,525$122,188$11,448$1,164,161
Occupancy$980,899$110,879-$1,091,778
Current Officers, Directors, Trustees, and Key Employees$748,407$117,130$20,466$886,003
Interest$754,338$114,897-$869,235
All Other Expenses$632,098$39,400-$671,498
Payroll Taxes$543,486$93,340$14,318$651,144
Insurance$302,962$35,922-$338,884
Fees for Services Other$296,308$30,043$5,090$331,441
Advertising-$243,577-$243,577
Other Expenses$195,287$22,378-$217,665
Pension Plan Contributions$132,735$22,796$3,497$159,028
Fees for Services Accounting-$45,849-$45,849
Fees for Services Legal-$11,458-$11,458
Travel$4,926$584$431$5,941
Total Functional Expenses$19,882,960$2,876,236$264,327$23,023,523

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,023,523
Total Expenses per Audited Statements$23,023,523
Total Expenses per Form 990$23,023,523
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$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$9,952,009
Fair Value of Interest Rate Swap$1,165,193
Liability for Life Annuity Contract$52,220
Resident Trust Funds$8,497
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
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne M Owens
Formed
1963
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
345
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 596,243. Change in fmv of receivable from private foundation 176,783.”

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, 2021, 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, 2017.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in fair value of interest rate swap 596,243. Change in fmv of receivable from private foundation 176,783.”

Raw XML AppendixShowing 400 of 732 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/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt121893
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt161445
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt172739
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt188242
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt193106
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2011794
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IRS990/Form990PartVIISectionAGrp/PersonNm1DICK SCHMOYER
IRS990/Form990PartVIISectionAGrp/PersonNm2STUART SUTER
IRS990/Form990PartVIISectionAGrp/PersonNm3LON CLEMMER
IRS990/Form990PartVIISectionAGrp/PersonNm4JACKI HOWENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm5LON SEITZ
IRS990/Form990PartVIISectionAGrp/PersonNm6M TERRY PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK BALILES
IRS990/Form990PartVIISectionAGrp/PersonNm8DONALD BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN FRANKENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm10CINDY LIMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm11DONALD PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm12JONATHAN SIMON
IRS990/Form990PartVIISectionAGrp/PersonNm13SAMANTHA WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID MERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm15JOE BONDI
IRS990/Form990PartVIISectionAGrp/PersonNm16HARRY MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm17MARINA HACKING
IRS990/Form990PartVIISectionAGrp/PersonNm18TIMOTHY MCQUAID
IRS990/Form990PartVIISectionAGrp/PersonNm19BARBARA KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm20SUZANNE M OWENS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1233090
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14109347
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1652225
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1748300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18170103
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1998205
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20265311
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/TitleTxt0AUXILIARY VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1AUXILIARY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12V.P. FACILITY OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP HIMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP MISSION SUPPORT
IRS990/Form990PartVIISectionAGrp/TitleTxt15RESIDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO (FORMER)
IRS990/Form990PartVIISectionAGrp/TitleTxt17COO/NHA-ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18V.P. OF FINANCE/CFO/ASST SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0303889
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt01749225
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01445074
IRS990/GrossReceiptsAmt027048799
IRS990/GrossRentsGrp/RealAmt033840
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InsuranceGrp/ProgramServicesAmt0302962
IRS990/InsuranceGrp/TotalAmt0338884
IRS990/InterestGrp/ManagementAndGeneralAmt0114897
IRS990/InterestGrp/ProgramServicesAmt0754338
IRS990/InterestGrp/TotalAmt0869235
IRS990/InvestmentIncomeGrp/ExclusionAmt0363316
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0363316
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt042978
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011197965
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014221078
IRS990/IRPDocumentCnt028
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt051361468
IRS990/LandBldgEquipBasisNetGrp/BOYAmt061032926
IRS990/LandBldgEquipBasisNetGrp/EOYAmt061544939
IRS990/LandBldgEquipCostOrOtherBssAmt0112906407
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01141185
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0898960
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0898960
IRS990/MissionDesc0FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt028265401
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt027375870
IRS990/NetAssetsOrFundBalancesBOYAmt023878625
IRS990/NetAssetsOrFundBalancesEOYAmt029257481
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0303889
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0303889
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt033840
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt033840
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01721739
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt020694936
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt025331582
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0110879
IRS990/OccupancyGrp/ProgramServicesAmt0980899
IRS990/OccupancyGrp/TotalAmt01091778
IRS990/OfficeExpensesGrp/FundraisingAmt011448
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0122188
IRS990/OfficeExpensesGrp/ProgramServicesAmt01030525
IRS990/OfficeExpensesGrp/TotalAmt01164161
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt01634757
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt036724
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0239409
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01393993
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01670126
IRS990/OtherExpensesGrp/Desc0DIETARY
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MEDICAL SERVICES
IRS990/OtherExpensesGrp/Desc3CONTRACT SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt074101
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122378
IRS990/OtherExpensesGrp/ProgramServicesAmt01553034
IRS990/OtherExpensesGrp/ProgramServicesAmt1624963
IRS990/OtherExpensesGrp/ProgramServicesAmt2614601
IRS990/OtherExpensesGrp/ProgramServicesAmt3195287
IRS990/OtherExpensesGrp/TotalAmt01553034
IRS990/OtherExpensesGrp/TotalAmt1699064
IRS990/OtherExpensesGrp/TotalAmt2614601
IRS990/OtherExpensesGrp/TotalAmt3217665
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt012291334
IRS990/OtherLiabilitiesGrp/EOYAmt011177919
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0MEALS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1TELEPHONE
IRS990/OtherRevenueMiscGrp/Desc2HOUSEKEEPING & LAUNDRY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt070068
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt168620
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt250163
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt070068
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt168620
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt250163
IRS990/OtherRevenueTotalAmt01087811
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0172353

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,663,279
Liabilities
$64,405,798
Net assets
$29,257,481
Revenue
$25,907,614
Expenses
$23,023,523
Net income
$2,884,091
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
2021Detailed filing. Detailed filing data is available for this year.$93.7$64.4$29.3$25.9$23.0$2.88
2019Summary only. Only limited summary data is available for this year.$86.6$62.8$23.8$22.6$23.0$0.35
2018Summary only. Only limited summary data is available for this year.$83.3$58.6$24.7$24.2$22.4$1.77
2017Summary only. Only limited summary data is available for this year.$80.2$58.3$22.0$23.4$22.1$1.32
2016Summary only. Only limited summary data is available for this year.$77.9$58.8$19.1$22.6$20.9$1.72
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