2026-05-11T08:51:05-05:00 2025-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2024-07-01 231401548 ARTMAN LUTHERAN HOME ARTM 2156436333 250 N BETHLEHEM PIKE AMBLER PA 19002 GREG BOBKA CFO 2156436333 2026-05-08 1 1 KATIE O GALASKA P01211168 2154414600 2024 2025-03-06 01:10:19Z JOHN BARNUM 250 N BETHLEHEM PIKE AMBLER PA 19002 28527259 0 9386 X WWW.ARTMANHOME.ORG X 1916 PA WE ASSIST INDIVIDUALS TO SUCCESSFULLY AND GRACEFULLY AGE THROUGH CARE AND COMPASSION. 8 7 363 23 0 0 0 0 22613830 22568350 296156 2962600 11560 11264 22921546 25542214 0 0 0 0 12725443 12873170 0 0 50000 10938347 11092760 23663790 23965930 -742244 1576284 57071711 58940954 24517113 22765293 32554598 36175661 WE ASSIST INDIVIDUALS TO SUCCESSFULLY AND GRACEFULLY AGE THROUGH CARE AND COMPASSION. 0 0 20124539 22568350 ARTMAN IS A NONPROFIT 501(C)(3) SENIOR LIVING COMMUNITY LOCATED IN AMBLER, PENNSYLVANIA THAT PROVIDES ACCOMMODATIONS AND SERVICES FOR PERSONAL CARE, MEMORY CARE, SHORT-TERM REHABILITATION, AND LONG-TERM SKILLED NURSING CARE. ARTMAN IS HOME TO A COMMUNITY WELLNESS CENTER, THE BECOMING CENTER, WHICH EMPOWERS OLDER ADULTS WITH PROGRAMS THAT ENCOURAGE HEALTHY LIFESTYLES. THE COMMUNITY IS RENOWNED WITHIN THE SENIOR CARE INDUSTRY, AND THROUGH THE GREATER PHILADELPHIA AREA FOR THE HIGH LEVEL OF COMPASSIONATE CARE IT PROVIDES ITS RESIDENTS. 20124539 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 33 0 1 363 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 0 0 0 PA X GREG BOBKA CFO 2674647700 7002 BUTLER PIKE AMBLER PA 19002 FRANK ROTH BOARD MEMBER 3.50 0.50 X 0 0 0 WAYNE MATTHIAS-LONG BOARD MEMBER 3.50 0.50 X 0 0 0 BELLE FERNANDEZ BOARD MEMBER 3.50 0.50 X 0 0 0 LINDA BRECKENRIDGE BOARD MEMBER 3.50 0.50 X 0 0 0 DAVID STETTLER BOARD MEMBER 3.50 0.50 X 0 0 0 PAMELA STEITZ VICE CHAIR 4.00 0.50 X X 0 0 0 BEVERLY BORTZ CHAIR 4.00 0.50 X X 0 0 0 JOHN M BARNUM CFO/SVP THROUGH 10/25 0.50 37.50 X X 0 394568 40347 LUANNE FISHER CEO/PRESIDENTUNTIL11/25 0.50 41.00 X X 0 680277 33119 JOAN MYERS SENIOR VP/COO 0.50 37.50 X 0 351881 20656 DANA O'DONNELL EXECUTIVE DIRECTOR 0.50 37.50 X 0 180055 4989 JENNIFER MACKAMAN DIRECTOR OF NURSING 0.00 37.50 X 131759 0 8355 JACOB MATHEW RN CHARGE NURSE 0.00 37.50 X 125296 0 14745 VARGHESE BLESSY RN CHARGE NURSE 0.00 37.50 X 119841 0 14576 MALAURY CHARLES LPN SUPERVISOR 0.00 37.50 X 114893 0 33611 MAYMADOM SUNITHA RN CHARGE NURSE 0.00 37.50 X 120190 0 33751 611979 1606781 204149 5 0 1 0 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 DINING 1463330 POWERBACK REHAB SERVICES PO BOX 821322 PHILADELPHIA PA 19182 REHAB/THERAPY SERVICES 747527 MATRIX ROOFING SYSTEMS 200 HIGHPOINT DRIVE SUITE 201 CHALFON PA 18914 CONSTRUCTION 211262 SLIWINSKI FLOOR COV SVC INC 421 PIKE ROAD UNIT 4 HUNTINGDON VALLEY PA 19006 CONTRACTED SERVICES - FLOORING 172140 ON CALL CONTRACTING SERVICES LLC 1245 HORSHMAN ROAD AMBLER PA 19002 CONSTRUCTION 152508 5 NURSING FACILITY SERVICE CHARGES 623000 11311131 11311131 PATIENT CARE 623000 10951054 10951054 BECOMING CENTER FEES 713940 306165 306165 22568350 361563 361563 5586082 2985045 2601037 2601037 2601037 MEALS AND ROOM RENTAL 900099 7706 7706 OTHER 900099 2759 2759 VENDING MACHINE INCOME 900099 799 799 11264 25542214 25542214 0 0 10747919 10354009 393910 1337414 1258944 78470 787837 741612 46225 2476233 2426233 50000 11729 11729 29137 29137 1785030 1411140 373890 63196 22577 40619 981969 981969 1628366 1628366 363377 54197 309180 RESIDENT SUPPLIES 971588 971588 THERAPY SERVICES 783007 783007 FOOD 718877 718877 SUPPLIES AND OTHER EXPE 491687 411446 80241 788564 786807 1757 23965930 20124539 3791391 50000 11463 29834 1929024 924221 39013 51744 94503 94700 50208265 29230711 21931982 20977554 12772023 14592502 20293703 22270399 57071711 58940954 3425325 2803897 3094 0 20331137 19092231 757557 869165 24517113 22765293 X 30597107 33109901 1957491 3065760 32554598 36175661 57071711 58940954 X 1576284 -1086981 3131760 X 0 1 X 1 0 X 1122208 166789 1288997 960549 161659 1122208 829040 131509 960549 1043222 -214182 829040 682109 361113 1043222 1.00000 0 1 1 39500 39500 41429259 23187195 18242064 8739506 6043516 2695990 20977554 INTEREST IN NET ASSETS OF AFFILIATE 21770988 DUE FROM AFFILIATES 499411 22270399 PAYABLE TO AFFILIATE 379493 OBLIGATION UNDER SWAP AGREEMENT 489672 869165 X 27586993 -1086981 3131760 2044779 25542214 0 25542214 23965930 0 23965930 0 23965930 PART X, LINE 2: ARTMAN QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ARTMAN 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 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION PART V, LINE 4 MARION POLEY FUNDS - ITS INVESTMENT INCOME IS AVAILABLE FOR MAINTENANCE OF ARTMAN'S FACILITY. THE BENEVOLENT FUND - ITS INVESTMENT INCOME IS AVAILABLE TO PROVIDE BENEVOLENT CARE FOR RESIDENTS OF ARTMAN. 0 0 0 0 0 0 0 0 0 LUANNE FISHER CEO/PRESIDENTUNTIL11/25 0 580277 0 100000 0 0 0 8625 0 24494 0 713396 0 0 JOHN M BARNUM CFO/SVP THROUGH 10/25 0 334568 0 60000 0 0 0 8625 0 31722 0 434915 0 0 JOAN MYERS SENIOR VP/COO 0 321881 0 30000 0 0 0 8625 0 12031 0 372537 0 0 DANA O'DONNELL EXECUTIVE DIRECTOR 0 177555 0 2500 0 0 0 4501 0 488 0 185044 0 0 MAYMADOM SUNITHA RN CHARGE NURSE 120190 0 0 0 0 0 3005 0 30746 0 153941 0 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. A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 717818214 2014-08-24 62425000 REFINANCING THE EXISTING BONDS, PAY FOR COSTS OF RENOVATIONS. 0 0 0 A 19786435 62425000 38212956 535509 23676535 2016 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 1 0 1 1 MORGAN STANLEY CAPITAL MANAGEMENT 30.000000000000 0 0 0 0 1 SCHEDULE K, PART I FORM 990, PART VI, SECTION A, LINE 3 ARTMAN LUTHERAN HOME DESIGNATES ITS ADMINISTRATIVE/MANAGEMENT FUNCTIONS TO ITS PARENT AND AFFILIATED ORGANIZATION (BOTH NOT-FOR-PROFIT CORPORATIONS) UNDER THE AFFILIATE AGREEMENT DATED JANUARY 1, 2001. IN ACCORDANCE WITH THE ANNOUNCEMENT 2001-33, THE TOTAL FEES INCURRED FOR THESE SERVICES DURING THE REPORTING YEAR WERE AS FOLLOWS: A) $1,346,455 TO ITS PARENT ORGANIZATION AND REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A, COLUMN C AND B) $50,000 TO ITS AFFILIATED ORGANIZATION AND REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A, COLUMN D. 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 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 TRANSACTION 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 IN ADVANCE OF FILING THE FORM 990. ALL 990'S ARE MADE AVAILABLE TO THE BOARD AFTER FILING. HOWEVER, THE FORM 990 IS 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 ALL 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 NONINTERESTED 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 ARTMAN LUTHERAN HOME XXX-XX-XXXX INTEREST AND FOR ITS BENEFIT, AND/OR IT IS REASONABLE AND FAIR TO THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15 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'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 3,215,648. CHANGE IN VALUE OF SWAP AGREEMENTS -83,888. OTHER LIBERTY LUTHERAN SERVICE 7002 BUTLER PIKE AMBLER PA 19002 233059658 TO IMPLEMENT AND ADMINISTER FUNDRAISING ACTIVITY FOR AFFILIATES PA 501(C)(3) LINE 12A, I 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 SERVICE 0 LUTHERAN CHILDREN & FAMILY SERVICES OF EASTERN PENNSYLVANIA 1016 N41ST STREET PHILADELPHIA PA 19104 231696007 TO PROVIDE SERVICES TO SENIORS THROUGH PROGRAMS PA 501(C)(3) LINE 7 LIBERTY LUTHERAN SERVICE 0 MARY J DREXEL HOME 238 BELMONT AVENUE BALA CYNWYD PA 19004 230536370 CCRC, PROVIDING SERVICES TO SENIORS PA 501(C)(3) LINE 1 LIBERTY LUTHERAN SERVICE 0 LIBERTY LUTHERAN HOUSING DEVELOPMENT CORPORATION 260 LIONS HILLROAD STATE COLLEGE STATE COLLEGE PA 16803 223876595 CCRC, PROVIDING NURSING & OTHER RELATED SERVICES TO SENIORS PA 501(C)(3) LINE 1 LIBERTY LUTHERAN SERVICE 0 LIBERTY VILLAGE 2010 YORK ROAD JAMISON PA 18929 472776767 CCRC, PROVIDING SERVICES TO SENIORS PA 501(C)(3) LINE 1 LIBERTY LUTHERAN SERVICE 0 PAUL'S RUN 9896 BUSTLETON AVENUE PHILADELPHIA PA 19115 232053395 CCRC, PROVIDING NURSING & OTHER RELATED SERVICES TO SENIORS PA 501(C)(3) LINE 1 LIBERTY LUTHERAN SERVICE 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 SERVICE 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 SERVICE 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: LIBERTY LUTHERAN SERVICES PRIMARY ACTIVITY: TO PROVIDE TAX EXEMPT SUBSIDIARIES WITH MANAGEMENT & ADMINISTRATIVE SERVICES