2026-05-11T09:53:25-05:00 2025-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2024-07-01 230536370 MARY J DREXEL HOME MARY 6107711200 238 BELMONT AVENUE BALA CYNWYD PA 19004 JOHN M BARNUM CFO/SENIOR VICE PRESIDENT 6107711200 2026-05-08 1 1 KATIE O GALASKA P01211168 2154414600 2024 2025-03-06 01:10:19Z THE HEARTH AT DREXEL JOHN BARNUM 238 BELMONT AVENUE BALA CYNWYD PA 19004 9563931 0 9386 X THEHEARTHATDREXEL.ORG X 1887 PA THE HEARTH AT DREXEL HONORS EACH INDIVIDUAL BY PROVIDING A HOME WHERE RESIDENTS CAN LIVE BY THEIR OWN. 8 7 226 18 0 0 0 0 8701373 9486482 69119 70787 371 6662 8770863 9563931 0 0 0 0 5161262 5767963 0 0 0 5027447 4744227 10188709 10512190 -1417846 -948259 31895867 32821774 39069272 39774721 -7173405 -6952947 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. 0 0 9215915 9486482 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. 9215915 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 23 0 1 226 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 1 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 PA X GREG BOBKA CFO 2674647700 7002 BUTLER PIKE AMBLER PA 19002 JOHN BARNUM CFO/SVP THROUGH 10/25 0.50 41.00 X X 0 394568 53924 BEVERLY BORTZ VICE CHAIR 0.50 4.00 X X 0 0 0 LINDA BRECKENRIDGE MEMBER 0.50 3.50 X 0 0 0 BELLE FERNANDEZ MEMBER 0.50 3.50 X 0 0 0 WAYNE MATTHIAS-LONG MEMBER 0.50 3.50 X 0 0 0 FRANK ROTH CHAIR 0.50 4.00 X 0 0 0 PAMELA STEITZ MEMBER 0.50 3.50 X X 0 0 0 DAVID STETTLER MEMBER 0.50 3.50 X 0 0 0 LUANNE FISHER PRESIDENT AND CEO (THROUGH 11/25) 0.50 41.00 X X 0 680277 56119 DANA GUYTON EXECUTIVE DIRECTOR 37.50 X 0 126988 14868 JOAN MYERS SVP & COO 0.50 37.50 X 0 351881 33960 0 1553714 158871 0 0 1 0 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 DINING 728986 WILGRO SERVICES 200 PINE STREET HOLMES PA 19043 HVAC SERVICES 592562 INTELYCARE INC PO BOX 787317 PHILADELPHIA PA 19178 NURSE AGENCY/TEMP HELP 204368 3 ASSISTED LIVING 623000 9486482 9486482 9486482 70787 70787 OTHER INCOME 900099 6662 6662 6662 9563931 9493144 0 70787 4859942 4758910 101032 50954 43810 7144 498527 428630 69897 358540 308271 50269 504119 504119 11494 11494 21735 21735 789136 587647 201489 236952 236952 219920 219920 942015 942015 807568 807568 55268 36708 18560 FOOD 423628 423628 RESIDENT EXPENSES 273191 273191 REPAIRS AND MAINTENANCE 239094 239094 SUPPLIES 220107 146523 73584 10512190 9215915 1296275 0 1971355 1855869 94288 80979 26102 28913 53979 56773 28845765 11468796 17294612 17376969 12455531 13422271 31895867 32821774 980142 1059464 17424520 17052175 20664610 21663082 39069272 39774721 X -8418643 -8308983 1245238 1356036 -7173405 -6952947 31895867 32821774 X -948259 1168717 X X 0 1 X 1 0 X 1245238 110798 1356036 1144412 100826 1245238 1060948 83464 1144412 1226454 -165506 1060948 969055 25739 994794 1.00000 0 1 1 274999 274999 24516704 8981658 15535046 3725570 2371516 1354054 328492 115622 212870 17376969 INTEREST IN NET ASSETS OF FOUNDATION 13422271 13422271 DUE TO AFFILIATES 18852357 DUE TO DEACONESS COMMUNITY 2810725 21663082 X 10732648 1168717 1168717 9563931 0 9563931 10512190 0 10512190 0 10512190 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 1,447,716. CHNAGE IN PAYABLE TO DEACONESS COMMUNITY -278,999. 0 0 0 0 0 0 0 0 0 LUANNE FISHER PRESIDENT AND CEO (THROUGH 11/25) 0 580277 0 100000 0 0 0 31625 0 24494 0 736396 0 0 JOHN BARNUM CFO/SVP THROUGH 10/25 0 334568 0 60000 0 0 0 22202 0 31722 0 448492 0 0 JOAN MYERS SVP & COO 0 321881 0 30000 0 0 0 21929 0 12031 0 385841 0 0 PART I, LINE 3 ALL TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES ARE EMPLOYEES OF ITS PARENT ORGANIZATION. THE FOLLOWING POLICIES ARE APPLIED TO THE PARENT AND ITS COMPENSATION OF THE CEO. THE CFO AND COO ARE REVIEWED ANNUALLY BY THE CEO, COMPARABLE SALARY SURVEYS. THE CEO REPORTS THE ANNUAL EXECUTIVE REVIEWS TO AFFILIATES: THE EXECUTIVE COMMITTEE APPROVES THE ANNUAL REVIEW AND WHILE THE EXECUTIVE DIRECTORS ARE REVIEWED ANNUALLY BY THE COO, ALL WITH THE EXECUTIVE COMMITTEE. 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 ANNOUNCEMENT 2001-33, THE TOTAL FEES INCURRED FOR THESE SERVICES WERE $504,119 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. 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 INTEREST IN NET ASSETS OF FOUNDATION 1,447,716. CHANGE IN PAYABLE TO DEACONESS COMMUNITY -278,999. FORM 990 PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 LIBERTY LUTHERAN SERVICES 0 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 LIBERTY LUTHERAN SERVICES 0 LUTHERAN CONGREGATIONAL SERVICES 7002 BUTLER PIKE AMBLER PA 19002 231894019 TO PROVIDE DISASTER RESPONSE AND COMMUNITY OUTREACH PA 501(C)(3) LINE 7 LIBERTY LUTHERAN SERVICES 0 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 LIBERTY LUTHERAN SERVICES 0 LIBERTY LUTHERAN HOUSING DEVELOPMENT CORPORATION 260 LIONS HILL ROAD STATE COLLEGE PA 16803 233876595 CCRC, PROVIDING NURSING & OTHER RELATED SERVICES TO SENIORS PA 501(C)(3) LINE 1 LIBERTY LUTHERAN SERVICES 0 LIBERTY VILLAGE 2010 YORK ROAD JAMISON PA 18929 472776767 CCRC, PROVIDING SERVICES TO SENIORS PA 501(C)(3) LINE 1 LIBERTY LUTHERAN SERVICES 0 PAUL'S RUN 9896 BUSTLETON AVENUE PHILADELPHIA PA 19115 232053395 CCRC, PROVIIDNG NURSING & OTHER RELATED SERVICES TO SENIORS PA 501(C)(3) LINE 1 LIBERTY LUTHERAN SERVICES 0 LIBERTY COMMUNITY SERVICES 7002 BUTLER PIKE AMBLER PA 19002 203630505 PROVIDE VARIOUS SERVICES TO SENIORS IN THEIR HOMES (OPERATIONS DISCONTINUED) PA 501(C)(3) LINE 1 LIBERTY LUTHERAN SERVICES 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1