2026-04-17T15:14:50-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-07-01 236299695 PETER BECKER COMMUNITY PETE 2152569501 800 MAPLE AVE HARLEYSVILLE PA 194381032 SUZANNE M OWENS PRESIDENT/CEO 2152569501 2026-04-17 1 1 DANIELLE NIHILL P01350943 7819821001 2026-04-17 2024 2025-03-06 01:10:19Z SUZANNE M OWENS 800 MAPLE AVE HARLEYSVILLE PA 194381032 85737158 0 X PETERBECKERCOMMUNITY.COM X 1963 PA PROVIDE SERVICES TO OLDER ADULTS THROUGH OUR CONTINUING CARE RETIREMENT COMMUNITY. 10 10 406 205 0 0 839609 770796 29206348 30273824 1585146 2396442 740384 785676 32371487 34226738 0 0 0 0 14755340 14850215 0 0 270437 14481815 16313404 29237155 31163619 3134332 3063119 128782297 133650416 89385565 92569543 39396732 41080873 X ENRICHING THE LIVES OF SENIORS AND OUR COMMUNITY THROUGH COMPASSION, EXCELLENCE, INTEGRITY AND STEWARDSHIP. 0 0 25044263 0 31059500 PETER BECKER COMMUNITY IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY PROVIDING HIGH-QUALITY RESIDENTIAL LIVING AND HEALTH CARE SERVICES TO OLDER ADULTS THROUGHOUT HARLEYSVILLE, PA, AND THE GREATER MONTGOMERY COUNTY REGION. WELCOMING INDIVIDUALS OF ALL FAITHS AND BACKGROUNDS, OUR MISSION IS TO ENSURE THAT EACH PERSON IN OUR CARE CAN LIVE A FULFILLING, MEANINGFUL LIFE NOW AND WELL INTO THE FUTURE.OUR 100-ACRE CAMPUS INCLUDES SIX RESIDENTIAL NEIGHBORHOODS OFFERING A WIDE RANGE OF APARTMENT AND COTTAGE-STYLE HOMES. RESIDENTS ENJOY COMPREHENSIVE WELLNESS, FITNESS, AND LIFE-ENRICHMENT PROGRAMS; ACCESS TO ON-SITE AMENITIES INCLUDING THE INDIAN VALLEY YMCA AND COMMUNITY CHAPEL AND A SUPPORTIVE ENVIRONMENT DESIGNED TO PROMOTE HEALTH, SECURITY, AND PERSONAL GROWTH.AS A FULL-SERVICE CCRC, WE PROVIDE A COMPLETE CONTINUUM OF CAREINCLUDING RESIDENTIAL LIVING, PERSONAL CARE, MEMORY CARE, SKILLED NURSING, AND REHABILITATIONALLOWING RESIDENTS TO REMAIN WITHIN OUR COMMUNITY EVEN AS HEALTH NEEDS CHANGE. WE DELIVER COMPASSIONATE, INDIVIDUALIZED CARE THAT SUPPORTS DIGNITY AND QUALITY OF LIFE.AS A NONPROFIT ORGANIZATION, PETER BECKER COMMUNITY RAISES FUNDS PRIMARILY TO PROVIDE BENEVOLENT CARE FOR RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES OR EXPERIENCED UNEXPECTED FINANCIAL HARDSHIP. ADDITIONAL FUNDRAISING EFFORTS SUPPORT CAPITAL IMPROVEMENTS, EMPLOYEE SCHOLARSHIPS, AND PROGRAMS THAT ENHANCE THE LIVES OF RESIDENTS AND STRENGTHEN THE OVERALL COMMUNITY. 25044263 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 406 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X SUZANNE M OWENS 2152569501 800 MAPLE AVENUE HARLEYSVILLE PA 19438 JOHN FRANKENFIELD CHAIR 0.10 X X 0 0 0 STUART SUTER PAST CHAIR 0.10 X X 0 0 0 JOY SUTTER VICE CHAIR 0.10 X X 0 0 0 LON CLEMMER SECRETARY 0.10 X X 0 0 0 LON SEITZ TREASURER 0.10 X X 0 0 0 DONALD BRYANT DIRECTOR (UNTIL 01/25) 0.10 X 0 0 0 WENDY FEISS MCKENNA DIRECTOR 0.10 X 0 0 0 MAGGIE LONGACRE DIRECTOR (UNTIL 05/25) 0.10 X 0 0 0 THOMAS NOLAN DIRECTOR 0.10 X 0 0 0 TERRY PAGE DIRECTOR (UNTIL 06/25) 0.10 X 0 0 0 ANDREW SCHLOSSER DIRECTOR 0.10 X 0 0 0 GLENN BATEMAN DIRECTOR (AS OF 01/25) 0.10 X 0 0 0 STEPHEN GODSALL-MYERS DIRECTOR (AS OF 01/25) 0.10 X 0 0 0 SUZANNE M OWENS PRESIDENT/CEO 45.00 X 310058 0 57779 BARBARA KELLER V.P. MARKETING 45.00 X 125153 0 19696 CATHERINE SYMANSKI V.P. OF FINANCE/CFO 45.00 X 205783 0 51683 MARINA HACKING COO/NHA-ADMINISTRATOR 45.00 X 201773 0 31264 REBECCA HALEY V.P. HUMAN RESOURCES 45.00 X 189519 0 50402 HARRY SNYDER V.P. FACILITIES 45.00 X 136875 0 14980 THEA ROSE AUXILIARY PRESIDENT (UNTIL 12/24) 0.10 X 0 0 0 PAULA MATALONI AUXILIARY PRESIDENT (AS OF 01/25) 0.10 X 0 0 0 HELEN MACMAHON AUXILIARY VICE PRESIDENT (AS OF 01/25) 0.10 X 0 0 0 BEVERLY MCPEAK RESIDENT REPRESENTATIVE 0.10 X 0 0 0 CHARLES FORSYTHE RESIDENT REPRESENTATIVE (UNTIL 12/24) 0.10 X 0 0 0 LYNN CABANISS R.N. 62.00 X 153941 0 7697 DEBBIE FERRY SENIOR DIRECTOR CLINICAL SERVICES 50.00 X 149480 0 21151 ABIBA SUDI R.N. 91.00 X 153056 0 16762 WHEELER JAMES SR. DIRECTOR OF DINING 45.00 X 116962 0 8766 HILL JENN R.N. 45.00 X 109748 0 12628 1852348 0 292808 12 0 1 0 0 770796 770796 PROGRAM SERVICE REVENUE 900099 30273824 30273824 30273824 1247832 1247832 14993 0 14993 14993 14993 52659030 51510420 1148610 1148610 1148610 MEALS REVENUE 900099 359354 359354 MISCELLANEOUS 900099 262614 262614 TELEPHONE 900099 81675 81675 67040 67040 770683 34226738 31059500 0 2396442 1243152 149102 1094050 10863338 9736469 942407 184462 166507 155514 8046 2947 1603700 1315395 263629 24676 973518 796727 161896 14895 32999 32999 65412 65412 2355439 1990828 364611 1990 1990 2727333 718874 1965002 43457 1457434 1302946 154488 890194 795835 94359 5852609 5232232 620377 514283 459769 54514 DIETARY 1498676 1498676 RESIDENT SUPPLIES AND R 514455 514455 REPAIRS AND MAINTENANCE 402580 377441 25139 31163619 25044263 5848919 270437 600 600 19251755 22895613 1653137 1544964 397040 365334 158014282 71564444 84573039 86449838 16011520 16475603 6895206 5918464 128782297 133650416 2874815 3925743 34479482 32940051 36409167 39211563 15622101 16492186 89385565 92569543 X 34933666 35862220 4463066 5218653 39396732 41080873 128782297 133650416 X 3063119 71645 -1450623 X 0 1 X 1 0 X 2855910 1135864 1099038 839609 770796 6701217 21262848 23395097 25655306 29946732 31059500 131319483 24118758 24530961 26754344 30786341 31830296 138020700 146675 118873 5797 19496 18285 309126 0 146675 118873 5797 19496 18285 309126 137711574 397156 421070 906487 1455278 1247832 4427823 397156 421070 906487 1455278 1247832 4427823 1087811 690099 716910 2494820 25603725 25642130 28377741 32241619 33078128 144943343 0.95010 0.94340 0.03050 0.02750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2578121 289016 68141 2798996 2329999 311430 63308 2578121 2162858 220122 52981 2329999 2511254 -308073 40323 2162858 2062386 491703 42835 2511254 1.00000 0.00000 0.00000 0 0 13746393 13746393 120464997 59409371 61055626 18133478 12155073 5978405 5669414 5669414 86449838 ANNUITIES PAYABLE 15928 REFUNDABLE ENTRANCE FEES 16475701 RESIDENT TRUST FUNDS 557 16492186 X 32847760 71645 -1450623 -1378978 34226738 0 34226738 31163619 0 31163619 0 31163619 PART V, LINE 4: THE INCOME GENERATED BY THESE ENDOWMENT FUNDS ARE NOT SUBJECT TO DONOR RESTRICTIONS AND CAN BE USED FOR GENERAL OPERATION PURPOSES. PART X, LINE 2: THE COMMUNITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT 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, 2025, 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, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -1,450,623. X X X 0 0 0 0 0 0 0 0 0 SUZANNE M OWENS PRESIDENT/CEO 310058 0 0 0 0 0 7659 0 50120 0 367837 0 0 0 CATHERINE SYMANSKI V.P. OF FINANCE/CFO 205783 0 0 0 0 0 5126 0 46557 0 257466 0 0 0 REBECCA HALEY V.P. HUMAN RESOURCES 189519 0 0 0 0 0 4738 0 45664 0 239921 0 0 0 MARINA HACKING COO/NHA-ADMINISTRATOR 201773 0 0 0 0 0 4958 0 26306 0 233037 0 0 0 DEBBIE FERRY SENIOR DIRECTOR CLINICAL SERVICES 149480 0 0 0 0 0 3719 0 17432 0 170631 0 0 0 ABIBA SUDI R.N. 153056 0 0 0 0 0 0 0 16762 0 169818 0 0 0 LYNN CABANISS R.N. 153941 0 0 0 0 0 0 0 7697 0 161638 0 0 0 HARRY SNYDER V.P. FACILITIES 136875 0 0 0 0 0 1000 0 13980 0 151855 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS SHALL HAVE FIVE (5) STANDING COMMITTEES: (1) GOVERNANCE, (2) FINANCE AND INVESTMENT, (3) MISSION SUPPORT, (4) HUMAN RESOURCES, AND (5) COMPLIANCE. THE CHAIR MAY APPOINT SUCH SPECIAL COMMITTEES AND TASK FORCES FROM TIME TO TIME AS HE/SHE DEEMS NECESSARY. THE BOARD OF DIRECTORS SHALL ESTABLISH THE PURPOSE OF EACH BOARD COMMITTEE IN A WRITTEN DOCUMENT TO BE REVIEWED BY THE BOARD ON AN ANNUAL BASIS. THE NUMBER OF BOARD COMMITTEE MEMBERS SHALL BE DETERMINED BY THE BOARD CHAIR, EXCEPT THAT THE BOARD MAY APPOINT ADDITIONAL MEMBERS OF ANY BOARD COMMITTEE AT ANY TIME. THE BOARD CHAIR, WITH THE APPROVAL OF THE BOARD, SHALL APPOINT THE CHAIR OF EACH BOARD COMMITTEE FOR A ONE YEAR TERM OF OFF,RCE BEGINNING JANUARY 1. THE BOARD COMMITTEE CHAIR WILL SELECT THE MEMBERS OF THE BOARD COMMITTEE WHO WILL ALSO SERVE A ONE YEAR TERM. AT LEAST TWO MEMBERS OF THE BOARD COMMITTEE (INCLUDING THE CHAIR) SHALL BE MEMBERS OF THE BOARD OF DIRECTORS. OTHER MEMBERS OF THE BOARD COMMITTEE MAY BE RESIDENTS OF PETER BECKER COMMUNITY OR OTHER MEMBERS OF THE GREATER COMMUNITY WHO ARE COMMITTED TO THE MISSION AND VALUES OF PETER BECKER COMMUNITY. BOARD MEMBERS MAY BE ASKED TO SERVE AS MEMBERS OF OPERATIONAL ADVISORY COMMITTEES WHICH ARE NOT OFFICIAL BOARD COMMITTEES. FORM 990, PART VI, SECTION A, LINE 4 PROPOSAL TO AMEND THE BY-LAWS OF THE CORPORATION TO REINSTATE THE TENURE OF THE DIRECTORS FOUND IN SECTION 3 ARTICLE 1 OF THE BY-LAWS & TO AMEND THE SENTENCE, "THE BOARD COMPOSITION SHALL INCLUDE AT LEAST TWO (2) PEOPLE WHO ARE FROM CONGREGATIONS WITHIN THE ATLANTIC NORTHEAST DISTRICT OF THE CHURCH OF THE BRETHREN AND/OR LOCAL ANABAPTIST CONGREGATIONS IN NUMBER OF DIRECTORS IN SECTION 1 OF ARTICLE 1" 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 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 COI 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. THE CEO IS RESPONSIBLE FOR ENSURING THAT THIS PROCESS TAKES PLACE EACH YEAR. THE PROCREDURES AS PER THE CONFLICT OF INTEREST POLICY ARE AS FOLLOWS. ACTUAL OR POTENTIAL CONFLICTS OF INTEREST MUST BE DISCLOSED TO APPROPRIATE MANAGEMENT PERSONNEL, HUMAN RESOUCES AND/OR THE COMPLIANCE OFFICER OR DESIGNEE. TEAM MEMBERS MUST THEN SEEK GUIDANCE AND APPOVAL FROM APPROPRIATE MANAGEMENT PERSONNEL BEFORE PURSING ANY BUSINESS OR PERSONAL ACTIVITY THAT MAY CONSTITUTE A CONFLICT OF INTEREST. 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. THE COMPENSATION EFFECTIVE DATE OF JULY 1, 2025. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST, AND ARE PROVIDED TO THE PENNSLYVANIA DEPARTMENT OF INSURANCE AND RESIDENTS WITH DISCLOSURE STATEMENTS. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -1,450,623.