PETER BECKER COMMUNITY

EIN: 236299695 501(c)(3) Unknown

HARLEYSVILLE, PA

Total Revenue
$34,226,738
Total Expenses
$31,163,619
Total Assets
$133,650,416
Net Assets
$41,080,873
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
PA
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

ENRICHING THE LIVES OF SENIORS AND OUR COMMUNITY THROUGH COMPASSION, EXCELLENCE, INTEGRITY AND STEWARDSHIP.

Program Service Accomplishments

Program 1
Expenses: $25,044,263 Revenue: $31,059,500

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...

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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.

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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%)

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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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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
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
16
$1,394,965
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
5
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
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