BEAUMONT RETIREMENT SERVICES INC Charity Report

Public IRS 990 nonprofit record

BEAUMONT RETIREMENT SERVICES INC

EIN 23-2324586 · Human Services (P750)

What they do

BEAUMONT AT BRYN MAWR WAS CONCEIVED and DEVELOPED AS A NON-PROFIT (CONTINUED ON SCHEDULE O) 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. 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $83.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

65.62%of revenue went to mission work83.6% of expenses · Program services

$78.50spent for every $100 of revenueRevenue covered expenses this year.

12.88%of revenue went to management and office costs16.4% of expenses

$1.50in assets for every $1 spent this yearSome assets cannot be spent right away.

8.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $531,321 for JOSEPH PEDUZZI (SECRETARY, PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$29,730,252

Mission workProgram services$19,510,46865.62% of revenue83.6% of expenses

ManagementOffice and general costs$3,827,89312.88% of revenue16.4% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$6,391,89121.50% of revenueShown in gray on the chart

Total expenses$23,338,36178.50% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 83.6% mission · 16.4% management · 0.0% fundraisingTotal expenses: 78.50% of revenue

2023Expense mix: 84.1% mission · 15.9% management · 0.0% fundraisingTotal expenses: 43.36% of revenue

2022Expense mix: 84.6% mission · 15.4% management · 0.0% fundraisingTotal expenses: 86.03% of revenue

2021Expense mix: 85.0% mission · 15.0% management · 0.0% fundraisingTotal expenses: 89.00% of revenue

2020Expense mix: 83.9% mission · 16.1% management · 0.0% fundraisingTotal expenses: 88.79% of revenue

2019Expense mix: 86.0% mission · 14.0% management · 0.0% fundraisingTotal expenses: 86.95% of revenue

2018Expense mix: 84.1% mission · 15.9% management · 0.0% fundraisingTotal expenses: 87.67% of revenue

2017Expense mix: 86.0% mission · 14.0% management · 0.0% fundraisingTotal expenses: 85.71% of revenue

Money in and money out

Revenue$29,730,252

Expenses$23,338,361

Annual surplus $6,391,891 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$19,510,468 · 83.6% of expenses

Management and office costs$3,827,893 · 16.4% of expenses

See all reported dollar amounts

Revenue$29,730,252

Expenses$23,338,361

Assets$35,078,833

Income$32,163,083

Contributions$2,404,575

Mission work (program services)$19,510,468

Management and general$3,827,893

Executive compensation (total)$679,131

Stocks and bonds$4,185,483

Accounting fees$93,460

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JOSEPH PEDUZZISECRETARY, PRESIDENT · 40 hrs/week $531,321Base $500,600 · Other $30,721

SUSAN KENDRABOARD ASST TREAS/CFO/SR VP OF FINANCE · 40 hrs/week $339,770Base $316,993 · Other $22,777

CHRISTY LANE CRASKEYVP HEALTH SERVICES · 40 hrs/week $226,958Base $190,846 · Other $36,112

NATASHA IVEYRN SUPERVISOR · 40 hrs/week $173,115Base $149,723 · Other $23,392

AUDREY WALSHDIRECTOR · 40 hrs/week $171,825Base $136,199 · Other $35,626

MARY HUFFDIRECTOR OF INFORMATION TE · 40 hrs/week $162,535Base $155,394 · Other $7,141

MARJORIE HARDINGDIRECTOR · 40 hrs/week $154,607Base $136,125 · Other $18,482

WESLEY KUEHNLEVP OPERATIONS · 40 hrs/week $138,249Base $134,157 · Other $4,092

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

JOSEPH PEDUZZISECRETARY, PRESIDENT

SUSAN KENDRABOARD ASST TREAS/CFO/SR VP OF FINANCE

CHRISTY LANE CRASKEYVP HEALTH SERVICES

NATASHA IVEYRN SUPERVISOR

AUDREY WALSHDIRECTOR

MARY HUFFDIRECTOR OF INFORMATION TE

MARJORIE HARDINGDIRECTOR

WESLEY KUEHNLEVP OPERATIONS

MARTHA H MORRISVICE-CHAIR

THORNE SPARKMANDIRECTOR

META NEILSONDIRECTOR

MARY KAY BURKEDIRECTOR

MARVIN STEINBERGDIRECTOR

MARGARET BALAMUTHDIRECTOR

FRANK SLATTERYCHAIRMAN

BRANDON TROMBETTADIRECTOR (THRU _ /2024)

BRADFORD KLINGDIRECTOR

BARBARA BENSONDIRECTOR

About this charity

Recognized since: January 1988
Location: 601 NORTH ITHAN AVENUE, BRYN MAWR, PA 19010
County: Delaware
In care of: SUSAN KENDRA
Primary officer: SUSAN KENDRA, CFO/ SR VP OF FINANCE

How to reach them

WebsiteVisit the charity’s website EmailpositionsHR@beaumontretirement.com Phone(610) 526-7000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: EISNER ADVISORY GROUP LLC
NTEE classification: Human Services (P750)
IRS tax category: Continuing Care Retirement Communities