Peter Becker Community

Nonprofit profile at a glance

EIN
236299695
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Harleysville, PA, US
Phone
(215) 256-9501
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$34,226,738
Expenses
$31,163,619
Assets
$133,650,416
Liabilities
$92,569,543

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

29 people listed

Executive titles in this filing

  • SUZANNE M OWENS (PRESIDENT/CEO)
  • THEA ROSE (AUXILIARY PRESIDENT (UNTIL 12/24))
  • PAULA MATALONI (AUXILIARY PRESIDENT (AS OF 01/25))
  • HELEN MACMAHON (AUXILIARY VICE PRESIDENT (AS OF 01/25))

Highest reported compensation

  • SUZANNE M OWENS (PRESIDENT/CEO): $367,837 total reported compensation
  • CATHERINE SYMANSKI (V.P. OF FINANCE/CFO): $257,466 total reported compensation
  • REBECCA HALEY (V.P. HUMAN RESOURCES): $239,921 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Peter Becker Community is a not-for-profit senior living campus that welcomes those of all faiths and backgrounds. As a mission-focused organization, we are committed to ensuring everyone in our care lives a fulfilling, rich life now and well into the future.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 92% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 79
  • Accountability: 100
  • Sustainability: 61
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.9%; rating input score 73
  • Program expense ratio: 80.4%; rating input score 80
  • Fundraising efficiency: $2.85 raised per $1 spent on fundraising; rating input score 11; 11th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 8.9%; rating input score 65; 65th percentile among comparable filings
  • Total-asset coverage ratio: 4.29; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: 0.69; rating input score 18; 18th percentile among comparable filings
  • Officer compensation ratio: 6.9%; rating input score 37; 37th percentile among comparable filings

Growth

  • Program expense growth: 2.9% per year; rating input score 100; 25th percentile among comparable filings
  • Revenue growth: 3.8% per year; rating input score 100; 33rd percentile among comparable filings
  • Asset growth: 4.4% per year; rating input score 100; 31st percentile among comparable filings

Details

  • What they do: 3 programs and campaigns described on the official site
  • Where the money goes: 72.9% of revenue deployed · 80.4% of spending went to programs
  • Governance: 10 of 10 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $25M in reported program spending
  • Leadership: top reported pay $368K · 29 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 30 of 30 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 11/100.
  • High — Sustainability: Liabilities to assets ratio scored 18/100.
  • Moderate — Sustainability: Officer compensation ratio scored 37/100.