EVANGELICAL LUTHERAN CHURCH IN AMERICA: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- EVANGELICAL LUTHERAN CHURCH IN AMERICA (EIN 23-0536370)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201801359349307855
- Schema version
- 2016v3.0
- 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 | 2018-05-15T13:34:40-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 CFO | PersonNm |
| Person Title | CFO/SENIOR VICE PRESIDENT | PersonTitleTxt |
| Phone | 6107711200 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICKI RAIVITCH CPA | PreparerPersonNm |
| PTIN | P02060731 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | JOHN M BARNUM | 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 | $5,153,329 | 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 | PROVIDING ASSISTED LIVING AND OTHER RELATED SERVICES TO SENIORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 155 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $45,785 | PYContributionsGrantsAmt |
| CY Contributions Grants | $48,787 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,921,572 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,099,786 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,683 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,231 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,475 | PYOtherRevenueAmt |
| CY Other Revenue | $3,525 | CYOtherRevenueAmt |
| PY Total Revenue | $2,981,515 | PYTotalRevenueAmt |
| CY Total Revenue | $5,153,329 | 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 | $1,597,987 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,649,839 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $75,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,295,358 | PYOtherExpensesAmt |
| CY Other Expenses | $3,657,266 | CYOtherExpensesAmt |
| PY Total Expenses | $4,893,345 | PYTotalExpensesAmt |
| CY Total Expenses | $6,307,105 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,911,830 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,153,776 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,745,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,041,731 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,397,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,975,323 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,651,950 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,933,592 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDING ASSISTED LIVING AND OTHER RELATED SERVICES TO SENIORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,227,818 | ExpenseAmt |
| Revenue | $5,099,786 | RevenueAmt |
| Desc | MARY J. DREXEL HOME D/B/A THE HEARTH AT DREXEL ("MJD") PROVIDES ASSISTED LIVING AND OTHER RELATED SERVICES TO SENIORS IN A FACILITY THAT IS LOCATED IN BALA CYNWYD, PENNSYLVANIA, AND INCLUDES 80 ASSISTED LIVING UNITS. | Desc |
| Total Program Service Expenses | $5,227,818 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 155 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | 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 (13 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 |
|---|---|---|---|---|---|---|---|
| NEVIN MANN | |||||||
| CHAIRMAN | 0.50 | 4.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV FRED HOPKE | |||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN HECK | |||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID STETTLER | |||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| GWENDOLYN WEBSTER | |||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| LUANNE B FISHER | |||||||
| PRESIDENT/CEO | 0.50 | 37.50 | Yes (X) | Yes (X) | $0 | $400,731 | $36,693 |
| BEVERLY BORTZ | |||||||
| VICE CHAIR | 0.50 | 4.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL ENGSTROM | |||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT KEDDIE | |||||||
| SECRETARY | 0.50 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICK STEPHANS | |||||||
| TREASURER | 0.50 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN M BARNUM | |||||||
| CFO/SENIOR VP | 0.50 | 37.50 | Yes (X) | $0 | $259,308 | $20,803 | |
| JOAN MYERS | |||||||
| COO/SENIOR VP | 0.50 | 37.50 | Yes (X) | $0 | $197,738 | $33,690 | |
| BETTY BEBIAN | |||||||
| EXECUTIVE DIRECTOR | 0.50 | 37.50 | Yes (X) | $0 | $101,881 | $11,919 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $959,658 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $103,105 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 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 | $251,321 |
| BLUESPIRE MARKETING | |||||
| 7650 EDINBOROUGH WAY SUITE 500 | MINNEAPOLIS | MN | 55435 | MARKETING | $183,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $46,287 | RelatedOrganizationsAmt |
| All Other Contributions | $2,500 | AllOtherContributionsAmt |
| Total Contributions | $48,787 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSISTED LIVING | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $5,099,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,099,786 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,099,786 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,231 | TotalRevenueColumnAmt |
| Exclusion | $1,231 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 990999 | BusinessCd |
| Total Revenue Column | $3,525 | TotalRevenueColumnAmt |
| Exclusion | $3,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,525 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,153,329 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,099,786 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,756 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,217,290 | TotalAmt |
| Program Services | $2,138,804 | ProgramServicesAmt |
| Management And General | $78,486 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,414 | TotalAmt |
| Program Services | $27,211 | ProgramServicesAmt |
| Management And General | $203 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,665 | TotalAmt |
| Program Services | $202,731 | ProgramServicesAmt |
| Management And General | $36,934 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,470 | TotalAmt |
| Program Services | $159,508 | ProgramServicesAmt |
| Management And General | $5,962 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,291 | TotalAmt |
| Management And General | $633,291 | ManagementAndGeneralAmt |
| Fundraising | $75,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,914 | TotalAmt |
| Management And General | $1,914 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,750 | TotalAmt |
| Management And General | $16,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,402 | TotalAmt |
| Program Services | $302,569 | ProgramServicesAmt |
| Management And General | $50,833 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,982 | TotalAmt |
| Program Services | $200,582 | ProgramServicesAmt |
| Management And General | $400 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,756 | TotalAmt |
| Program Services | $121,926 | ProgramServicesAmt |
| Management And General | $136,830 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,541 | TotalAmt |
| Program Services | $270,541 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110 | TotalAmt |
| Program Services | $24 | ProgramServicesAmt |
| Management And General | $86 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,185 | TotalAmt |
| Management And General | $2,185 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,849 | TotalAmt |
| Program Services | $779,849 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,907 | TotalAmt |
| Program Services | $719,907 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,708 | TotalAmt |
| Program Services | $26,295 | ProgramServicesAmt |
| Management And General | $40,413 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD | $204,409 | $204,409 |
| SUPPLIES | $73,462 | $73,462 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,307,105 | TotalAmt |
| Program Services | $5,227,818 | ProgramServicesAmt |
| Management And General | $1,004,287 | ManagementAndGeneralAmt |
| Fundraising | $75,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,474 | BOYAmt |
| EOY | $1,794,107 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,382 | BOYAmt |
| EOY | $129,783 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,052 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,065 | BOYAmt |
| EOY | $48,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,156,155 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,602,923 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,216,352 | BOYAmt |
| EOY | $20,553,232 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,397,231 | BOYAmt |
| EOY | $8,504,630 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,745,504 | BOYAmt |
| EOY | $31,041,731 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,396 | BOYAmt |
| EOY | $427,246 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,927,468 | BOYAmt |
| EOY | $19,889,297 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,118,590 | BOYAmt |
| EOY | $12,658,780 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,397,454 | BOYAmt |
| EOY | $32,975,323 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,778,140 | BOYAmt |
| EOY | -$2,846,597 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,371 | BOYAmt |
| EOY | $561,402 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,819 | BOYAmt |
| EOY | $351,603 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,651,950 | BOYAmt |
| EOY | -$1,933,592 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,745,504 | BOYAmt |
| EOY | $31,041,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,153,776 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $872,134 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,787 | CurrentTaxYearAmt |
| Total | $223,939 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,787 | CurrentTaxYearAmt |
| Total | $223,939 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $223,939 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,231 | CurrentTaxYearAmt |
| Total | $21,375 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,525 | CurrentTaxYearAmt |
| Total | $10,090 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $255,404 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,034,439 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2012 AMOUNT: $ 590. 2013 AMOUNT: $ 75. 2014 AMOUNT: $ 1,425. 2015 AMOUNT: $ 4,475. 2016 AMOUNT: $ 3,525. | ExplanationTxt |
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 | $834,943 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $74,862 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $909,805 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $866,988 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$32,045 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $834,943 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $887,926 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$20,938 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $866,988 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $832,698 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $55,228 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $887,926 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $857,626 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$24,928 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $832,698 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.39000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.61000 | TermEndowmentBalanceEOYPct |
| 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 | $23,659,653 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,058,040 | DepreciationAmt |
| Book Value | $19,601,613 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,221,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,544,883 | DepreciationAmt |
| Book Value | $676,620 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,553,232 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST IN NET ASSETS OF FOUNDATION | Desc |
| Book Value | $8,504,630 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,504,630 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $10,956,816 |
| DUE TO DEACONESS COMMUNITY | $1,701,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,658,780 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,214,439 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $1,061,110 | OtherRevenueAmt |
| Revenue Not Reported | $1,061,110 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,153,329 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,153,329 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,496,081 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $188,976 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $188,976 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,307,105 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,307,105 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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 IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN 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 RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE INTEREST IN NET ASSETS OF FOUNDATION 1,061,110. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN PAYABLE TO DEACONESS COMMUNITY 188,976. |
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 | $388,586 | $0 | $5,000 | $0 | $7,145 | $0 | $10,600 | $0 | $26,093 | $0 | $437,424 | $0 | $0 |
| JOHN M BARNUM | ||||||||||||||
| CFO/SENIOR VP | $0 | $239,308 | $0 | $20,000 | $0 | $0 | $0 | $10,372 | $0 | $10,431 | $0 | $280,111 | $0 | $0 |
| JOAN MYERS | ||||||||||||||
| COO/SENIOR VP | $0 | $197,738 | $0 | $0 | $0 | $0 | $0 | $7,910 | $0 | $25,780 | $0 | $231,428 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | DISCRETIONARY BONUSES WERE PAID. |
| SCHEDULE J, PART III | COMPENSATION POLICY FOR RELATED ORGANIZATIONS: ALL TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES ARE THE EMPLOYEES OF ITS PARENT ORGANIZATION. THE FOLLOWING POLICIES ARE APPLIED TO THE PARENT AND ITS AFFILIATES: THE CEO'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN THAT PROCESS, COMPARABLE SALARY SURVEYS ARE REVIEWED. THE EXECUTIVE COMMITTEE APPROVES THE REVIEW AND THE COMPENSATION OF THE CEO. THE CFO AND EXECUTIVE DIRECTORS ARE REVIEWED BY THE CEO, WITH COMPARABLE SALARY SURVEYS. THE LAST COMPARABLE SALARY SURVEY WAS DONE IN 2017. THE CEO REPORTS THESE REVIEWS TO THE EXECUTIVE COMMITTEE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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 $633,291 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 MATERAIL 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. 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 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 -188,976. CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 1,061,110. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 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 MGMT & ADMIN. SERVICES | PA | 501(C)(3) | LINE 1 | N/A | 0 | |
| 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 | 0 | LIBERTY LUTHERAN SERVICES | |
| LIBERTY LUTHERAN FOUNDATION | |||||||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | 232665839 | TO IMPLEMENT AND ADMINISTER FUNDRAISING ACTIVITIES FOR AFFILIATES | PA | 501(C)(3) | LINE 12A, I | 0 | LIBERTY LUTHERAN SERVICES | |
| LUTHERAN CHILDREN AND FAMILY SERVICE OF PENNSYLVANIA | |||||||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | 231696007 | TO PROVIDE SERVICES TO SENIORS THROUGH PROGRAMS | PA | 501(C)(3) | LINE 7 | 0 | 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 | 0 | LIBERTY LUTHERAN SERVICES | |
| PAUL'S RUN | |||||||||||
| 9896 BUSTLETON AVENUE | PHILADELPHIA | PA | 19115 | 232053395 | CCRC, PROVIDING NURSING & OTHER RELATED SERVICES TO SENIORS | PA | 501(C)(3) | LINE 10 | 0 | 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 | 0 | LIBERTY LUTHERAN SERVICES | |
| LIBERTY LUTHERAN 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 | 0 | 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 | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | 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 |