2014-04-02T13:57:05-05:00 2013-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2012-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 CAROL A BERSTER 2152569501 2014-03-27 1 MARY-ANN F SCHALLER P00125034 2154414600 2012 2015-11-30 17:44:51Z CAROL A BERSTER 800 MAPLE AVENUE HARLEYSVILLE PA 19438 20455817 0 X PETERBECKERCOMMUNITY.COM X 1963 PA FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 9 9 321 300 0 0 356965 770808 17235941 18247682 276854 206911 634253 573657 18504013 19799058 0 0 0 0 9377557 9800586 0 0 259070 9057288 9853520 18434845 19654106 69168 144952 75645457 76027267 59891797 59238710 15753660 16788557 FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY 0 0 17350524 18247682 TO 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. 17350524 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 33 0 1 321 1 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X CAROL A BERSTER 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 DONALD R PRICE ESQ 0.00 X 0 0 0 BETTY LOU NYCE 0.00 X 0 0 0 JACKI HOWENSTEIN 0.00 X 0 0 0 JAMES HERSHEY 0.00 X 0 0 0 JOHN FRANKENFIELD 0.00 X 0 0 0 MARK BALILES 0.00 X 0 0 0 STUART R SUTER 0.00 X 0 0 0 THOMAS NOLAN 0.00 X 0 0 0 KELLY H ROSE MD 0.00 X 0 0 0 CAROL A BERSTER 45.00 X 179233 0 11199 CAROL N DELANCEY 45.00 X 127785 0 10005 HARRY MCCONNELL 45.00 X 91431 0 4039 PAUL A NYE 45.00 X 85138 0 8590 TIMOTHY MCQUAID 45.00 X 107840 0 9216 591427 0 43049 3 0 1 0 CURA HOSPITALITY 285 EAST WATERFRONT DRIVE HOMESTEAD PA 15120 FOOD SERVICES 1210261 CONSTELLATION NEWENERGY INC 100 CONSTELLATION WAY SUITE 1200C BALTIMORE MD 21202 ENERGY-RELATED SERVICES 513265 SUNDANCE REHABILITATION CORPORATION 8850 BARNES LAKE ROAD IRWIN PA 15642 PHYSICAL THERAPY CLINIC 317788 C & S LAWN & LANDSCAPE INC 1023 COUNTY LINE ROAD SOUDERTON PA 18964 LANDSCAPING 235019 PRELUDE SERVICES 3911 HARTZDALE DRIVE CAMP HILL PA 17011 IT SERVICES 180003 9 770808 770808 PROGRAM SERVIVE REVENUE 623000 18247682 18247682 18247682 194932 194932 116485 7434 109051 109051 109051 643611 631612 20 11999 -20 11979 11979 51980 17693 34287 34287 MEALS REVENUE 623000 236790 236790 TELEPHONE 623000 67293 67293 HOUSEKEEPING & LAUNDRY 623000 58856 58856 67380 67380 430319 19799058 18247682 0 780568 753220 655309 81225 16686 7211390 6273980 777651 159759 106968 93063 11535 2370 1183990 1030083 127677 26230 545018 474172 58772 12074 15309 15309 48352 48352 325003 290553 28745 5705 97569 97569 509565 431095 51113 27357 1068550 955283 113267 23208 18740 2222 2246 1230758 1100298 130460 2860063 2559218 300845 234326 209487 24839 DIETARY 1208588 1208588 MEDICAL SERVICES 854806 852135 2671 REPAIRS AND MAINTENANCE 572163 514256 57907 0 CONTRACT SERVICES 223093 201344 21749 582167 482920 92604 6643 19654106 17350524 2044512 259070 554 554 3306293 3928646 586854 1432339 107078 149401 89695612 25692177 65774405 64003435 4383336 5004070 1486937 1508822 75645457 76027267 1821445 1855515 16488386 16396968 33738352 33666944 7843614 7319283 59891797 59238710 X 14259516 15314322 292062 226735 1202082 1247500 15753660 16788557 75645457 76027267 X 144952 380632 509313 X X 0 1 X 1 0 X 295059 313656 805104 356965 770808 2541592 17581423 17849875 18049432 17292818 18299662 89073210 17876482 18163531 18854536 17649783 19070470 91614802 0 0 0 91614802 477165 318265 334637 315504 311417 1756988 477165 318265 334637 315504 311417 1756988 407218 411243 409725 490465 430319 2148970 18760865 18893039 19598898 18455752 19812206 95520760 0.95910 0.95740 0.01840 0.02040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1494144 230763 45418 296090 1474235 1829435 215733 -13170 537854 1494144 2786234 355378 60839 22152 3058621 2660480 204133 68994 9385 2786234 2962257 5000 -211644 73601 21532 2660480 0.00000 0.84600 0.15400 0 0 6168463 6168463 76757828 21870549 54887279 6758266 3821628 2936638 11055 11055 64003435 LIABILITY FOR LIFE ANNUITY CONTRACT 160144 REFUNDABLE ENTRANCE FEES 6410060 RESIDENT TRUST FUNDS 7558 FAIR VALUE OF INTEREST RATE SWAP 741521 7319283 X 20714130 380632 380632 20333498 -534440 -534440 19799058 19679233 0 19679233 -25127 -25127 19654106 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR THE SUPPORT OF PETER BECKER COMMUNITY'S CHARITABLE MISSION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE COMMUNITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. THE COMMUNITY FILES FEDERAL FORM 990 AND HAS NOT FILED A FORM 990T. WITH FEW EXCEPTIONS, THE COMMUNITY IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. IT IS DIFFICULT TO PREDICT THE FINAL TIMING AND RESOLUTION OF ANY PARTICULAR UNCERTAIN TAX POSITION. BASED ON THE COMMUNITY'S ASSESSMENT OF MANY FACTORS, INCLUDING PAST EXPERIENCE AND COMPLEX JUDGMENTS ABOUT FUTURE EVENTS, THE COMMUNITY DOES NOT CURRENTLY ANTICIPATE SIGNIFICANT CHANGES IN ITS UNCERTAIN TAX POSITIONS OVER THE NEXT 12 MONTHS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST RATE SWAP -465,523. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -43,790. FUNDRAISING EXPENSES -17,693. RENTAL EXPENSES -7,434. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -7,434. FUNDRAISING EXPENSE -17,693. PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR THE SUPPORT OF PETER BECKER COMMUNITY'S CHARITABLE MISSION. GOLF TOURNAMENT 51980 51980 17693 51980 51980 17693 17693 34287 X X 0 0 0 0 0 0 0 0 0 CAROL A BERSTER 179233 0 0 0 0 0 4226 0 6973 0 190432 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND IS THEN REVIEWED BY THE CEO AND CFO BEFORE BEING SENT TO THE BOARD. 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 A CONSULTANT. FORM 990, PART VI, SECTION C, LINE 18 RESIDENTS ARE PROVIDED DISCLOSURE STATEMENTS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: INTEREST RATE SWAP 465,523. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 43,790. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.