EVANGELICAL LUTHERAN CHURCH IN AMERICA: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EVANGELICAL LUTHERAN CHURCH IN AMERICA (EIN 23-0536370)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349304650
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T09:30:04-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET SUITE 300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 230536370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY J DREXEL HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 6107711200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 BELMONT AVENUE | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN M BARNUM | PersonNm |
| Person Title | CFO/SENIOR VICE PRESIDENT | PersonTitleTxt |
| Phone | 6107711200 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | BARNUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN PAGE | PreparerPersonNm |
| PTIN | P02402981 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEARTH AT DREXEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LUANNE FISHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 BELMONT AVENUE | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,828,550 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEHEARTHATDREXEL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE HEARTH AT DREXEL HONORS EACH INDIVIDUAL BY PROVIDING A HOME WHERE RESIDENTS CAN LIVE BY THEIR OWN RHYTHM-OF-THE-DAY THUS CREATING A MEANINGFUL LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 141 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $47,661 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,491 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,261,866 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,722,357 | CYProgramServiceRevenueAmt |
| PY Investment Income | $61,082 | PYInvestmentIncomeAmt |
| CY Investment Income | $67,702 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,370,609 | PYTotalRevenueAmt |
| CY Total Revenue | $7,828,550 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,283,384 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,573,490 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,870,248 | PYOtherExpensesAmt |
| CY Other Expenses | $5,021,923 | CYOtherExpensesAmt |
| PY Total Expenses | $9,153,632 | PYTotalExpensesAmt |
| CY Total Expenses | $9,595,413 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,783,023 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,766,863 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,478,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,630,155 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,518,543 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,543,859 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$6,040,166 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$6,913,704 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE HEARTH AT DREXEL HONORS EACH INDIVIDUAL BY PROVIDING A HOME WHERE RESIDENTS CAN LIVE BY THEIR OWN RHYTHM-OF-THE-DAY THUS CREATING A MEANINGFUL LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,983,681 | ExpenseAmt |
| Revenue | $7,722,357 | RevenueAmt |
| Desc | MARY J. DREXEL HOME, D/B/A THE HEARTH AT DREXEL (MJD), IS A NONPROFIT 501(C)(3) SENIOR LIVING COMMUNITY LOCATED IN BALA CYNWYD, PENNSYLVANIA. THE HEARTH PROVIDES HOUSEHOLD ACCOMMODATIONS AND SERVICES FOR ASSISTED LIVING, MEMORY CARE, AND RESPITE CARE. | Desc |
| Total Program Service Expenses | $7,983,681 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 141 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN M BARNUM CFOSENIOR VICE PRE | PersonNm |
| Phone | 2674647700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7002 BUTLER PIKE | AddressLine1Txt |
| City | AMBLER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES HIMLER | ||||||||
| CHAIRPERSON | 0.50 | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BEVERLY BORTZ | ||||||||
| VICE CHAIR | 0.50 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA BRECKENRIDGE | ||||||||
| SECRETARY | 0.50 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID STETTLER | ||||||||
| TREASURER | 0.50 | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRED HOPKE | ||||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LUANNE B FISHER | ||||||||
| PRESIDENT/CEO | 0.50 | 41.00 | Yes (X) | Yes (X) | $0 | $731,238 | $33,770 | |
| JOHN BARNUM | ||||||||
| SENIOR VP/CFO | 0.50 | 37.50 | Yes (X) | $0 | $325,022 | $23,882 | ||
| JOAN MYERS | ||||||||
| SENIOR VP/COO | 0.50 | 37.50 | Yes (X) | $0 | $313,456 | $21,110 | ||
| DANA GUYTON | ||||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $108,516 | $0 | $8,935 | |||
| MUSTAFA SULTAN | ||||||||
| LPN CHARGE NURSE | 37.50 | $101,907 | $0 | $2,161 | Yes (X) | |||
| KARLENE JOSEPHS | ||||||||
| CNA | 37.50 | $100,650 | $0 | $4,290 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $311,073 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,369,716 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $94,148 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | DINING | $599,977 |
| PEARLCARE STAFFING SOLUTIONS | |||||
| 1428 WEST BELMONT AVE SUITE 1 | CHICAGO | IL | 606575410 | AGENCY NURSING STAFF | $134,819 |
| SLIWINKSKI FLOOR COVERING | |||||
| 421 PIKE ROAD UNIT 4 | HUNTINGDON VALLEY | PA | 19006 | FLOORING INSTALLATION | $120,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $37,844 | GovernmentGrantsAmt |
| All Other Contributions | $647 | AllOtherContributionsAmt |
| Total Contributions | $38,491 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSISTED LIVING | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $7,722,357 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,722,357 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,722,357 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,702 | TotalRevenueColumnAmt |
| Exclusion | $67,702 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,828,550 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,722,357 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $67,702 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,649 | TotalAmt |
| Program Services | $167,923 | ProgramServicesAmt |
| Management And General | $3,726 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,789,356 | TotalAmt |
| Program Services | $3,707,100 | ProgramServicesAmt |
| Management And General | $82,256 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,774 | TotalAmt |
| Program Services | $26,751 | ProgramServicesAmt |
| Management And General | $1,023 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,640 | TotalAmt |
| Program Services | $271,520 | ProgramServicesAmt |
| Management And General | $20,120 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,071 | TotalAmt |
| Program Services | $286,897 | ProgramServicesAmt |
| Management And General | $6,174 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $968,756 | TotalAmt |
| Management And General | $968,756 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,900 | TotalAmt |
| Management And General | $9,900 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,572 | TotalAmt |
| Program Services | $581,391 | ProgramServicesAmt |
| Management And General | $143,181 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,294 | TotalAmt |
| Management And General | $283,294 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,147 | TotalAmt |
| Program Services | $221,147 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,712 | TotalAmt |
| Program Services | $806,712 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,252 | TotalAmt |
| Program Services | $775,252 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,856 | TotalAmt |
| Program Services | $130,659 | ProgramServicesAmt |
| Management And General | $17,197 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $389,094 | $389,094 | |
| RESIDENT EXPENSES | $252,725 | $252,725 | |
| REPAIRS AND MAINTENANCE | $213,324 | $213,324 | |
| SUPPLIES/OTHER | $199,290 | $123,185 | $76,105 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,001 | TotalAmt |
| Program Services | $30,001 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,595,413 | TotalAmt |
| Program Services | $7,983,681 | ProgramServicesAmt |
| Management And General | $1,611,732 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,136,615 | BOYAmt |
| EOY | $1,814,511 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,106 | BOYAmt |
| EOY | $229,490 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,693 | BOYAmt |
| EOY | $24,088 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,424 | BOYAmt |
| EOY | $58,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,384,624 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,841,410 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,056,074 | BOYAmt |
| EOY | $17,543,214 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,757,465 | BOYAmt |
| EOY | $10,959,989 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,478,377 | BOYAmt |
| EOY | $30,630,155 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,733 | BOYAmt |
| EOY | $833,924 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,126,894 | BOYAmt |
| EOY | $17,782,576 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,671,916 | BOYAmt |
| EOY | $18,927,359 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,518,543 | BOYAmt |
| EOY | $37,543,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$7,101,114 | BOYAmt |
| EOY | -$8,058,116 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,948 | BOYAmt |
| EOY | $1,144,412 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,040,166 | BOYAmt |
| EOY | -$6,913,704 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,478,377 | BOYAmt |
| EOY | $30,630,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,766,863 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $893,325 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church | Yes (X) | ChurchInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,060,948 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $83,464 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,144,412 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,226,454 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$165,506 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,060,948 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $969,055 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $257,399 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,226,454 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $975,610 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,555 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $969,055 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $954,222 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,388 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $975,610 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $274,999 | OtherCostOrOtherBasisAmt |
| Book Value | $274,999 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,358,970 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,654,245 | DepreciationAmt |
| Book Value | $16,704,725 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,551,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,071,544 | DepreciationAmt |
| Book Value | $479,459 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $199,652 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,621 | DepreciationAmt |
| Book Value | $84,031 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,543,214 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST IN NET ASSETS OF FOUNDATION | Desc |
| Book Value | $10,959,989 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,959,989 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $16,662,147 |
| DUE TO DEACONESS COMMUNITY | $2,265,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,927,359 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,708,990 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $910,441 | OtherRevenueAmt |
| Revenue Not Reported | $910,441 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,798,549 | RevenueSubtotalAmt |
| Other Revenues Not Included | $30,001 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $30,001 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,828,550 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,582,528 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $17,117 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $17,117 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,565,411 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $30,001 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $30,001 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,595,412 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE OF THE JOHN D. LANKENAU FUND IS TO USE THE INVESTMENT INCOME AVAILABLE FOR OPERATIONS OF THE MARY J. DREXEL HOME. |
| PART X, LINE 2: | THE HEARTH QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE HEARTH IS ALSO EXEMPT FROM STATE INCOME TAX AND STATE SALES TAX. THE HEARTH FOLLOWS THE PROVISIONS OF THE INCOME TAX ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE HEARTH'S FINANCIAL STATEMENTS. THE HEARTH'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND SATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE INTEREST IN NET ASSETS OF FOUNDATION 1,120,300. CHANGE IN PAYABLE TO DEACONESS COMMUNITY -209,859. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COVID EXPENSES 30,001. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSES 17,117. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COVID EXPENSES 30,001. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LUANNE B FISHER | ||||||||||||||
| PRESIDENT/CEO | $0 | $531,238 | $0 | $200,000 | $0 | $0 | $0 | $22,625 | $0 | $11,145 | $0 | $765,008 | $0 | $0 |
| JOHN BARNUM | ||||||||||||||
| SENIOR VP/CFO | $0 | $305,022 | $0 | $20,000 | $0 | $0 | $0 | $16,484 | $0 | $7,398 | $0 | $348,904 | $0 | $0 |
| JOAN MYERS | ||||||||||||||
| SENIOR VP/COO | $0 | $293,456 | $0 | $20,000 | $0 | $0 | $0 | $16,307 | $0 | $4,803 | $0 | $334,566 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | BONUSES WERE PAID TO KEY MARKETING EMPLOYEES BASED ON THE NUMBER OF RESIDENTS MOVED INTO CCRCS AND ON REACHING OCCUPANCY TARGETS FOR EACH LEVEL OF CARE. DISCRETIONARY BONUSES WERE ALSO PAID. |
| SCHEDULE J, PART II, COMPENSATION POLICY FOR RELATED ORGANIZATIONS | ALL TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES ARE EMPLOYEES OF ITS PARENT ORGANIZATION. THE FOLLOWING POLICIES ARE APPLIED TO THE PARENT AND ITS AFFILIATES: THE EXECUTIVE COMMITTEE APPROVES THE ANNUAL REVIEW AND COMPENSATION OF THE CEO. THE CFO AND COO ARE REVIEWED ANNUALLY BY THE CEO, WHILE THE EXECUTIVE DIRECTORS ARE REVIEWED ANNUALLY BY THE COO, ALL WITH COMPARABLE SALARY SURVEYS. THE CEO REPORTS THE ANNUAL EXECUTIVE REVIEWS TO THE EXECUTIVE COMMITTEE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | MJD DELEGATES ITS ADMINISTRATIVE AND MANAGEMENT FUNCTIONS TO ITS PARENT ORGANIZATION (A NOT-FOR-PROFIT CORPORATION) UNDER THE AFFILIATE AGREEMENT DATED JANUARY 1, 2008. IN ACCORDANCE WITH ANNOUCEMENT 2001-33, THE TOTAL FEES INCURRED FOR THESE SERVICES WERE $440,957 FOR THE REPORTING YEAR AND WERE REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION SHALL HAVE ONE MEMBER. THE SOLE MEMBER SHALL BE LIBERTY LUTHERAN SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE APPROVAL OF THE MEMBER SHALL BE REQUIRED FOR ANY OF THE FOLLOWING ACTIONS BY THE CORPORATION: ANY MERGER, DISSOLUTION, OR LIQUIDATION OF THE CORPORATION; ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; THE SALE, PLEDGE, LEASE (BUT ONLY A LEASE FROM THE CORPORATION OF SUBSTANTIALLY ALL OF THE CORPORATION'S REAL PROPERTY), OR OTHER TRANSFER OF THE ASSETS OF THE CORPORATION OTHER THAN TRANSACTIONS OCCURRING IN THE ORDINARY COURSE OF BUSINESS; THE ADOPTION OF THE CORPORATION'S ANNUAL CAPITAL AND OPERATING BUDGETS; THE ISSUANCE OR ASSUMPTION OF ANY INDEBTEDNESS IN EXCESS OF FIFTY THOUSAND DOLLARS ($50,000) BY THE CORPORATION; THE EXECUTION OF ANY CONTRACT PROVIDING FOR THE MANAGEMENT OF THE CORPORATION, AND ANY MATERIAL CHANGE TO THE BUSINESS OR PROGRAMS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | NO REVIEW WILL BE CONDUCTED BY THE GOVERNING BOARD. ALL FORM 990'S ARE MADE AVAILABLE TO THE BOARD AFTER FILING. HOWEVER, THE FINAL FORM 990 WILL BE REVIEWED IN DETAIL FOR ACCURACY AND SIGNED BY THE CHIEF FINANCIAL OFFICER OF LIBERTY LUTHERAN SERVICES (PARENT ORGANIZATION). |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD AND SENIOR LEVEL STAFF, THEY ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE. THE CORPORATE COMPLIANCE OFFICER REVIEWS POTENTIAL STAFF CONFLICTS. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS ALL BOARD CONFLICTS. WHEN A CONFLICT OF INTEREST ARISES, THE BOARD SHALL PERMIT THE INTERESTED PERSON TO MAKE A PRESENTATION AT THE BOARD MEETING AND AFTER THE PRESENTATION, THE INTERESTED PERSON LEAVES AND THE BOARD VOTES ON AN ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. IF APPROPRIATE, A NON-INTERESTED PERSON OR COMMITTEE INVESTIGATES ALTERNATIVES TO THE PROPOSED ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD WILL DETERMINE IF A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD WILL DETERMINE BY MAJORITY VOTE THE ARRANGEMENT IN THE CORPORATION'S BEST INTEREST AND FOR ITS BENEFIT, AND/OR IF IT IS REASONABLE AND FAIR TO THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE APPROVES THE ANNUAL REVIEW AND COMPENSATION OF THE CEO. THE CFO, COO EXECUTIVE DIRECTORS, AND OTHER KEY EMPLOYEES ARE REVIEWED ANNUALLY BY THE CEO, WITH COMPARABLE SALARY SURVEYS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PAYABLE TO DEACONESS COMMUNITY -209,859. CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 1,120,300. BAD DEBT EXPENSE -17,116. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LIBERTY LUTHERAN SERVICES | |||||||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | 233059658 | TO PROVIDE TAX EXEMPT SUBSIDIARIES WITH MANAGEMENT & ADMINISTRATIVE SERVICES | PA | 501(C)(3) | LINE 1 | N/A | 0 | |
| LIBERTY LUTHERAN FOUNDATION | |||||||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | 232665839 | TO IMPLEMENT AND ADMINISTER FUNDRAISING ACTIVITY FOR AFFILIATES | PA | 501(C)(3) | LINE 12A, I | Yes (1) | LIBERTY LUTHERAN SERVICES | |
| LUTHERAN CHILDREN & FAMILY SERVICES OF EASTERN PENNSYLVANIA | |||||||||||
| 1016 N 41ST STREET | PHILADELPHIA | PA | 19104 | 231696007 | TO PROVIDE SERVICES TO SENIORS THROUGH PROGRAMS | PA | 501(C)(3) | LINE 7 | Yes (1) | LIBERTY LUTHERAN SERVICES | |
| ARTMAN LUTHERAN HOME | |||||||||||
| 250 N BETHLEHEM PIKE | AMBLER | PA | 19002 | 231401548 | CCRC, PROVIDING NURSING & OTHER RELATED SERVICES TO SENIORS | PA | 501(C)(3) | LINE 1 | Yes (1) | LIBERTY LUTHERAN SERVICES | |
| LUTHERAN CONGREGATIONAL SERVICES | |||||||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | 231894019 | TO PROVIDE DISASTER RESPONSE AND COMMUNITY OUTREACH | PA | 501(C)(3) | LINE 7 | Yes (1) | LIBERTY LUTHERAN SERVICES | |
| LIBERTY LUTHERAN HOUSING DEVELOPMENT CORPORATION | |||||||||||
| 260 LIONS HILL ROAD | STATE COLLEGE | PA | 16803 | 223876595 | CCRC, PROVIDING NURSING & OTHER RELATED SERVICES TO SENIORS | PA | 501(C)(3) | LINE 1 | Yes (1) | LIBERTY LUTHERAN SERVICES | |
| LIBERTY VILLAGE | |||||||||||
| 2010 YORK ROAD | JAMISON | PA | 18929 | 472776767 | CCRC, PROVIDING NURSING & OTHER RELATED SERVICES TO SENIORS | PA | 501(C)(3) | LINE 1 | Yes (1) | LIBERTY LUTHERAN SERVICES | |
| PAUL'S RUN | |||||||||||
| 9896 BUSTLETON AVENUE | PHILADELPHIA | PA | 19115 | 232053395 | CCRC, PROVIDE HOUSING, NURSING & OTHER RELATED SERVICES TO SENIORS | PA | 501(C)(3) | LINE 1 | Yes (1) | LIBERTY LUTHERAN SERVICES | |
| LIBERTY COMMUNITY SERVICES | |||||||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | 203630505 | TO PROVIDE VARIOUS SERVICES TO SENIORS IN THEIR HOMES | PA | 501(C)(3) | LINE 1 | Yes (1) | LIBERTY LUTHERAN SERVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |