PETER BECKER COMMUNITY (EIN 236299695) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

SUZANNE M OWENS

Phone

2152569501

Tax Period

2024-07-01 to 2025-06-30

PETER BECKER COMMUNITY, founded in 1963, is a mid-sized nonprofit in the Unknown sector that reported $34.2M in total revenue in fiscal year 2024. Expenses of $31.2M left a modest 9% surplus.

Mission

PROVIDE SERVICES TO OLDER ADULTS THROUGH OUR CONTINUING CARE RETIREMENT COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $770,796

Program Service Revenue $30,273,824

Investment Income $2,396,442

Other Revenue $785,676

TOTAL REVENUE $34,226,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,850,215

Fundraising Expenses $270,437

Program Expenses $25,044,263

Other Expenses $16,313,404

TOTAL EXPENSES $31,163,619

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,226,738	$32,371,487	+0.1%
Expenses	$31,163,619	$29,237,155	+0.1%
Net Income	$3,063,119	$3,134,332	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

406

Volunteers

205

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,394,965

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN FRANKENFIELD	CHAIR	0.10	Officer Director	$0	$0	$0
STUART SUTER	PAST CHAIR	0.10	Officer Director	$0	$0	$0
JOY SUTTER	VICE CHAIR	0.10	Officer Director	$0	$0	$0
LON CLEMMER	SECRETARY	0.10	Officer Director	$0	$0	$0
LON SEITZ	TREASURER	0.10	Officer Director	$0	$0	$0
DONALD BRYANT	DIRECTOR (UNTIL 01/25)	0.10	Director	$0	$0	$0
WENDY FEISS MCKENNA	DIRECTOR	0.10	Director	$0	$0	$0
MAGGIE LONGACRE	DIRECTOR (UNTIL 05/25)	0.10	Director	$0	$0	$0
THOMAS NOLAN	DIRECTOR	0.10	Director	$0	$0	$0
TERRY PAGE	DIRECTOR (UNTIL 06/25)	0.10	Director	$0	$0	$0
ANDREW SCHLOSSER	DIRECTOR	0.10	Director	$0	$0	$0
GLENN BATEMAN	DIRECTOR (AS OF 01/25)	0.10	Director	$0	$0	$0
STEPHEN GODSALL-MYERS	DIRECTOR (AS OF 01/25)	0.10	Director	$0	$0	$0
SUZANNE M OWENS	PRESIDENT/CEO	45.00	Officer	$310,058	$57,779	$367,837
BARBARA KELLER	V.P. MARKETING	45.00	Officer	$125,153	$19,696	$144,849
CATHERINE SYMANSKI	V.P. OF FINANCE/CFO	45.00	Officer	$205,783	$51,683	$257,466
MARINA HACKING	COO/NHA-ADMINISTRATOR	45.00	Officer	$201,773	$31,264	$233,037
REBECCA HALEY	V.P. HUMAN RESOURCES	45.00	Officer	$189,519	$50,402	$239,921
HARRY SNYDER	V.P. FACILITIES	45.00	Officer	$136,875	$14,980	$151,855
THEA ROSE	AUXILIARY PRESIDENT (UNTIL 12/24)	0.10	Officer	$0	$0	$0
PAULA MATALONI	AUXILIARY PRESIDENT (AS OF 01/25)	0.10	Officer	$0	$0	$0
HELEN MACMAHON	AUXILIARY VICE PRESIDENT (AS OF 01/25)	0.10	Officer	$0	$0	$0
BEVERLY MCPEAK	RESIDENT REPRESENTATIVE	0.10	Officer	$0	$0	$0
CHARLES FORSYTHE	RESIDENT REPRESENTATIVE (UNTIL 12/24)	0.10	Officer	$0	$0	$0
LYNN CABANISS	R.N.	62.00	Highest	$153,941	$7,697	$161,638
DEBBIE FERRY	SENIOR DIRECTOR CLINICAL SERVICES	50.00	Highest	$149,480	$21,151	$170,631
ABIBA SUDI	R.N.	91.00	Highest	$153,056	$16,762	$169,818
WHEELER JAMES	SR. DIRECTOR OF DINING	45.00	Highest	$116,962	$8,766	$125,728
HILL JENN	R.N.	45.00	Highest	$109,748	$12,628	$122,376

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$34,226,738	$31,163,619	$133,650,416	$3,063,119
2024	$32,371,487	$29,237,155	$128,782,297	$3,134,332
2023	$28,164,709	$27,697,199	$127,146,385	$467,510
2022	$26,217,318	$24,053,736	$102,023,357	$2,163,582
2021	$25,907,614	$23,023,523	$93,663,279	$2,884,091
2020	$22,812,274	$22,167,281	$87,925,250	$644,993
2019	$22,625,259	$22,974,593	$86,599,993	$-349,334
2018	$24,209,600	$22,439,183	$83,323,819	$1,770,417

PETER BECKER COMMUNITY