Nonprofit · EIN 23-2324586
BEAUMONT RETIREMENT SERVICES INC
Tax-exempt · BRYN MAWR, PA 19010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $29,730,252 | $23,338,361 | $6,391,891 | $35,078,833 | $7,034,067 | $28,044,766 |
| December 31, 2023 | 990 | $51,907,152 | $22,505,374 | $29,401,778 | $31,525,466 | $7,678,858 | $23,846,608 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,404,575
- Program service revenue
- $25,987,884
- Investment income
- $1,337,793
- Net gain from sales of assets
- $425,625
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,080,364
- Other salaries and wages
- $11,651,624
- Salaries, compensation and benefits (total)
- $15,389,418
- Professional fundraising fees
- $0
- Legal fees
- $37,541
- Accounting fees
- $93,460
- Occupancy
- $281,593
- Depreciation
- $294,567
- Program services (functional)
- $19,510,468
- Management and general (functional)
- $3,827,893
Balance sheet and other
- Total assets, start of year
- $31,525,466
- Total assets, end of year
- $35,078,833
- Total liabilities, end of year
- $7,034,067
- Net assets, end of year
- $28,044,766
- Land, buildings and equipment
- $1,774,757
- Publicly traded securities
- $4,185,483
- Net assets without donor restrictions
- $24,084,394
- Net assets with donor restrictions
- $3,960,372
- Gross receipts
- $32,163,083
- Employees
- 368
- Volunteers
- 11
- Year formed
- 1984
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH PEDUZZI | SECRETARY, PRESIDENT Trustee or director, Officer | 40 | $500,600 | $30,721 |
| SUSAN KENDRA | BOARD ASST TREAS/CFO/SR VP OF FINANCE Officer | 40 | $316,993 | $22,777 |
| CHRISTY LANE CRASKEY | VP HEALTH SERVICES Key employee | 40 | $190,846 | $36,112 |
| NATASHA IVEY | RN SUPERVISOR Highest-paid employee | 40 | $149,723 | $23,392 |
| AUDREY WALSH | DIRECTOR Highest-paid employee | 40 | $136,199 | $35,626 |
| MARY HUFF | DIRECTOR OF INFORMATION TE Highest-paid employee | 40 | $155,394 | $7,141 |
| MARJORIE HARDING | DIRECTOR Highest-paid employee | 40 | $136,125 | $18,482 |
| WESLEY KUEHNLE | VP OPERATIONS Highest-paid employee | 40 | $134,157 | $4,092 |
| FRANK SLATTERY | CHAIRMAN Trustee or director, Officer | 1.5 | $0 | $0 |
| MARTHA H MORRIS | VICE-CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| MARGARET BALAMUTH | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BARBARA BENSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| META NEILSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MARVIN STEINBERG | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRANDON TROMBETTA | DIRECTOR (THRU _ /2024) Trustee or director | 1.5 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADFORD KLING | DIRECTOR Trustee or director | 1.5 | $0 |
| THORNE SPARKMAN | DIRECTOR Trustee or director | 1.5 | $0 |
| MARY KAY BURKE | DIRECTOR Trustee or director | 1.5 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH PEDUZZI | SECRETARY, PRESIDENT Trustee or director, Officer | 40 | $483,712 | $28,427 |
| SUSAN KENDRA | BOARD ASST TREAS/CFO/SR VP OF FINANCE Officer | 40 | $292,256 | $21,916 |
| WESLEY KUEHNLE | VP OPERATIONS Key employee | 40 | $167,854 | $11,458 |
| CHRISTY LANE | VP HEALTH SERVICES Key employee | 40 | $151,083 | $26,432 |
| AUDREY WALSH | DIRECTOR OF Highest-paid employee | 40 | $132,284 | $34,254 |
| NATASHA IVEY | RN SUPERVISOR Highest-paid employee | 40 | $141,892 | $22,801 |
| ZACHARY MARGOLIS | DIRECTOR OF FOOD AND BEVERAGE Highest-paid employee | 40 | $139,896 | $24,476 |
| MARY HUFF | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $150,610 | $6,940 |
| MARJORIE HARDING | DIRECTOR OF Highest-paid employee | 40 | $131,515 | $18,045 |
| FRANK SLATTERY | CHAIRMAN Trustee or director, Officer | 1.5 | $0 | $0 |
| MARTHA H MORRIS | VICE-CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| MARGARET BALAMUTH | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BARBARA BENSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| RICHARD LANGE | DIRECTOR (THRU 4/2023) Trustee or director | 1.5 | $0 | $0 |
| META NEILSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| SUSAN RAVENSCROFT | DIRECTOR (THRU 4/2023) Trustee or director | 1.5 | $0 | $0 |
| MARVIN STEINBERG | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRANDON TROMBETTA | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRADFORD KLING | DIRECTOR (EFF 5/2023) Trustee or director | 1.5 | $0 | $0 |
| THORNE SPARKMAN | DIRECTOR (EFF 5/2023) Trustee or director | 1.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 601 NORTH ITHAN AVE, BRYN MAWR, PA 19010-1782
- In care of
- % SUSAN KENDRA CFO
- Principal officer (990 for 2024)
- SUSAN KENDRA, 601 NORTH ITHAN AVENUE, BRYN MAWR, PA 19010
- Signed the 990
- SUSAN KENDRA, CFO/ SR VP OF FINANCE
- Phone
- (610) 526-7000
- Website
- WWW.BEAUMONTRETIREMENT.COM
- Return prepared by
- EISNER ADVISORY GROUP LLC
Mission
BEAUMONT AT BRYN MAWR WAS CONCEIVED AND DEVELOPED AS A NON-PROFIT ORGANIZATION TO MEET THE NEED FOR A VIBRANT, QUALITY RETIREMENT COMMUNITY. OUR VISION IS TO FULFILL THE SOCIAL, RECREATIONAL AND HEALTH NEEDS OF ACTIVE ADULTS AGE 60 AND OLDER. (CONT'D ON SCHEDULE O) TO THIS END, BEAUMONT OFFERS A MEANINGFUL AND ENGAGED LIFESTYLE IN A FRIENDLY ATMOSPHERE; INDEPENDENCE AND PRIVACY THROUGH OUR COOPERATIVE OWNERSHIP STRUCTURE; EXCELLENT HEALTHCARE FACILITIES AND SECURITY; A STRONG, STABLE AND SECURE FINANCIAL STRUCTURE; AND A SPIRIT OF MUTUAL CONCERN AND RESPECT AMONG RESIDENTS AND STAFF IN ORDER TO PERPETUATE OUR 5-STAR QUALITY OF LIFE.
Program accomplishments
- PROVIDING MEDICAL AND NON-MEDICAL SERVICES TO THE ELDERLY RESIDENTS OF BEAUMONT; INCLUDING THE TEMPORARY OR PERMANENT OCCUPANCY IN THE HEALTH CARE CENTER AND PERSONAL CARE FACILITY AND TO OPERATE THE PROJECT FOR THE CO-OP.Expenses $19,510,468 · revenue $25,987,884
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2324586
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $35,078,833
- Income (IRS master file)
- $32,163,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $29,730,252 | $23,338,361 | $35,078,833 | IRS |
| 990 | December 2023 | $51,907,152 | $22,505,374 | $31,525,466 | XML |
| 990 | December 2022 | $23,890,223 | $20,552,693 | $46,820,543 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2324586).
Questions about BEAUMONT RETIREMENT SERVICES INC
- What is the EIN of BEAUMONT RETIREMENT SERVICES INC?
- The employer identification number (EIN) of BEAUMONT RETIREMENT SERVICES INC is 23-2324586.
- Is BEAUMONT RETIREMENT SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to BEAUMONT RETIREMENT SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BEAUMONT RETIREMENT SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BEAUMONT RETIREMENT SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEAUMONT RETIREMENT SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BEAUMONT RETIREMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 names SUSAN KENDRA.
- Who are the officers and directors of BEAUMONT RETIREMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 8 received compensation from the organization, the highest $500,600 (JOSEPH PEDUZZI, SECRETARY, PRESIDENT).
- How much revenue does BEAUMONT RETIREMENT SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $29,730,252, expenses of $23,338,361 and total assets of $35,078,833 at year end.
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