EVANGELICAL LUTHERAN CHURCH IN AMERICA: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- EVANGELICAL LUTHERAN CHURCH IN AMERICA (EIN 23-0536370)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-18
- IRS object ID
- 201101099349300300
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-04-18T05:19:43-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 230536370 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANGELICAL LUTHERAN CHURCH IN AMERICA | BusinessNameLine1 |
| Business Name Line2 | MARY J DREXEL HOME | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EVAN | NameControl |
| Phone | 2156436333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 NORTH BETHLEHEM PIKE | AddressLine1 |
| City | AMBLER | City |
| State | PA | State |
| ZIP Code | 19002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN M BARNUM | Name |
| Title | CFO | Title |
| Phone | 2156436333 | Phone |
| Date Signed | 2011-04-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Marianne Mak | Name |
| Phone | 2155677770 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN M BARNUM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 NORTH BETHLEHEM PIKE | AddressLine1 |
| City | AMBLER | City |
| State | PA | State |
| ZIP Code | 19002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 93459 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 9386 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.maryjdrexel.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | SEE PAGE 2 PART III LINE 4A FOR DETAILS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 61097 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2870 | InvestmentIncomePriorYear |
| Investment Income Current Year | 608 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 23824 | OtherRevenuePriorYear |
| Other Revenue Current Year | 92851 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 87791 | TotalRevenuePriorYear |
| Total Revenue Current Year | 93459 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 562124 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 55613 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 688596 | OtherExpensePriorYear |
| Other Expenses Current Year | 337824 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1250720 | TotalExpensesPriorYear |
| Total Expenses Current Year | 393437 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1162929 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -299978 | RevenuesLessExpensesCY |
| Total Assets BOY | 6853796 | TotalAssetsBOY |
| Total Assets EOY | 7031747 | TotalAssetsEOY |
| Total Liabilities BOY | 2882569 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3221481 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3971227 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3810266 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE LINE 4A FOR DETAILS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 140826 | Expense |
| Description | MARY J DREXEL HOME ("MJD") PROVIDES NURSING, ASSISTED LIVING AND OTHER RELATED SERVICES TO RESIDENTS IN A FACILITY THAT IS LOCATED IN BALA CYNWYD, PENNSYLVANIA, AND INCLUDES 30 SKILLED NURSING BEDS AND 36 ASSISTED LIVING UNITS. In May 2008, MJD's Board of Directors approved plans to renovate and expand the existing facility in order to increase the number of residents served and improve the environment of the facility. In connection with these plans, MJD's operations have been temporarily suspended and all of its residents were moved to other facilities. MJD expects the project to be completed during 2012 at an estimated cost of $21 million. | Description |
| Total Program Service Expense | 140826 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIEF FINANICAL OFFICER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2156436333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 N BETHLEHEM PIKE | AddressLine1 |
| City | AMBLER | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| NEVIN MANN | ||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| DAVID HERBSTER | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| THE REV FRED HOPKE | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| CARL W HOLMES SR | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JOHN O HECK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRIAN T KEIM | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| FRANK ROTH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GWENDOLYN WEBSTER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LUANNE B FISHER CEO | ||||||
| PRESIDENT (NON-VOTING) | 37.50 | X | X | 0 | 311093 | 17114 |
| JOHN M BARNUM CFO | ||||||
| vp-finance | 37.50 | X | 0 | 180000 | 13020 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 491093 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 30134 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIBERTY LUTHERAN SERVICES (PARENT) | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 N BETHLEHEM PIKE | AddressLine1 |
| City | AMBLER | City |
| State | PA | State |
| ZIP Code | 19002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGEMENT SERVICES | DescriptionOfServices |
| Compensation | 106442 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 608 | TotalRevenueColumn |
| Exclusion | $608 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DISTIBUTION FROM AFFIL | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 92851 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92851 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 92851 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93459 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92851 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $608 | ExclusionAmount |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55613 | Total |
| Management And General | 55613 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129309 | Total |
| Management And General | 129309 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37529 | Total |
| Program Services | 23311 | ProgramServices |
| Management And General | 14218 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10406 | Total |
| Program Services | 736 | ProgramServices |
| Management And General | 9670 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42663 | Total |
| Program Services | 32939 | ProgramServices |
| Management And General | 9724 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83840 | Total |
| Program Services | 83840 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18306 | Total |
| Management And General | 18306 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROFESSIONAL FEES | Description |
| Total | 15771 | Total |
| Management And General | 15771 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393437 | Total |
| Program Services | 140826 | ProgramServices |
| Management And General | 252611 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 893 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16700 | BOY |
| EOY | 11427 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11120 | BOY |
| EOY | 2966 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4067887 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3405605 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675550 | BOY |
| EOY | 662282 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6149533 | BOY |
| EOY | 6355072 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6853796 | BOY |
| EOY | 7031747 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104523 | BOY |
| EOY | 20200 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2778046 | BOY |
| EOY | 3201281 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2882569 | BOY |
| EOY | 3221481 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2927820 | BOY |
| EOY | 2785420 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 646164 | BOY |
| EOY | 626098 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 397243 | BOY |
| EOY | 398748 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3971227 | BOY |
| EOY | 3810266 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6853796 | BOY |
| EOY | 7031747 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25403 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17283 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38698 | CurrentTaxYearMinus2Years |
| Total | 81384 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2480993 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1431598 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2270615 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 61097 | CurrentTaxYearMinus1Year |
| Total | 6244303 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2506396 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1448881 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2309313 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 61097 | CurrentTaxYearMinus1Year |
| Total | 6325687 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1253822 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 668274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1043187 | CurrentTaxYearMinus2Years |
| Total | 2965283 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1253822 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 668274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1043187 | CurrentTaxYearMinus2Years |
| Total | 2965283 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 3360404 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 221611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 162579 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182051 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2868 | CurrentTaxYearMinus1Year |
| Current Tax Year | 608 | CurrentTaxYear |
| Total | 569717 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 221611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 162579 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182051 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2868 | CurrentTaxYearMinus1Year |
| Current Tax Year | 608 | CurrentTaxYear |
| Total | 569717 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13300 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus1 Year | 23824 | CurrentTaxYearMinus1Year |
| Current Tax Year | 92851 | CurrentTaxYear |
| Total | 129975 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2741307 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1611460 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2491364 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 87789 | CurrentTaxYearMinus1Year |
| Current Tax Year | 93459 | CurrentTaxYear |
| Total | 7025379 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.47830 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.50290 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.08110 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07650 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 997767 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -52130 | InvestmentEarningsOrLosses |
| End Of Year Balance | 945637 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1663750 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -665983 | InvestmentEarningsOrLosses |
| End Of Year Balance | 997767 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2001 | OtherCostOrOtherBasis |
| Book Value | 2001 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2480640 | OtherCostOrOtherBasis |
| Depreciation | 2160444 | Depreciation |
| Book Value | 320196 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 442632 | OtherCostOrOtherBasis |
| Depreciation | 158621 | Depreciation |
| Book Value | 284011 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1129395 | OtherCostOrOtherBasis |
| Depreciation | 1073321 | Depreciation |
| Book Value | 56074 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13219 | OtherCostOrOtherBasis |
| Depreciation | 13219 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 662282 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST IN NET ASSETS OF FOUNDATION | Description |
| Book Value | 6355072 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6355072 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $1,828,010 |
| DUE TO DEACONESS COMMUNITY | $1,373,271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3201281 | TotalOfAmounts |
| Total Revenue | 93459 | TotalRevenue |
| Total Expenses | 393437 | TotalExpenses |
| Excess Or Deficit For Year | -299978 | ExcessOrDeficitForYear |
| Other | $139,017 | OtherAmount |
| Total Adjustments | 139017 | TotalAdjustments |
| Excess Or Deficit Per FS | -160961 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 232476 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 139017 | OtherRevenues |
| Revenue Not Rptd F990 | 139017 | RevenueNotRptdF990 |
| Revenue Subtotal | 93459 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 93459 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 393437 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 393437 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 393437 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | THE INVESTMENT INCOME FROM THE ENDOWMENT FUND IS UNRESTRICTED AND CAN BE USED FOR OPERATIONS. |
| Part XI, Line 8 - Other Adjustments: | CHANGE IN NET ASSETS OF FOUNDATION: 112688. CHANGE IN PAYABLE TO DEACONESS COMMUNITY: 26329. | |
| Part XII, Line 2d - Other Adjustments: | CHANGE IN NET ASSETS OF FOUNDATIONS: 112688. CHANGE IN PAYABLE TO DEACONESS COMMUNITY: 26329. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LUANNE B FISHER CEO | |||||||||||||
| 0 | 311093 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 17114 | 0 | 328207 | 0 | 166773 |
| JOHN M BARNUM CFO | |||||||||||||
| 0 | 180000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13020 | 0 | 193020 | 0 | 96992 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 3 | Delegation of Manangement MJD DELEGATES ITS ADMINISTRATIVE AND MANAGEMENT FUNCTIONS TO ITS PARENT ORGANIZATION (A NOT-FOR-PROFIT CORPORATION) UNDER THE AFFILIATE AGREEMENT DATED JANUARY 1, 2001. IN ACCORDANCE WITH ANNOUNCEMENT 2001-33, THE TOTAL FEES INCURRED FOR THESE SERVICES WERE $129,309 FOR THE REPORTING YEAR AND WERE REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A. |
| Form 990, Part VI, Section B, line 11 | GOVERNING BODY REVIEW OF FORM 990 No review was or will be conducted by the governing board. However, the final 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 | ENFORCEMENT OF CONFLICTS POLICY Every year the conflicts of interest policy is reviewed with the board and senior level staff and 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. |
| Form 990, Part VI, Section B, line 15 | PROCESS FOR DETERMINING COMPENSATION 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 Exeuctive Committee approves the review and compensation of the CEO. The CFO and Executive Directors are reviewed by the CEO, with comparable salary surveys. The CEO reports these reviews to the Executive Committee. |
| Form 990, Part VI, Section C, line 19 | PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF MJD'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 WILL BE PROVIDED ON REQUEST. THEY ARE ALSO AVAILABLE FOR INSPECTION AT MJD'S OFFICE. |
| SCHEDULE R, PART II, RELATED ORGANIZATIONS' PRIMARY ACTIVITIES | [1] LIBERTY LUTHERAN SERVICES: A SOUTHEASTERN PENNSYLVANIA SOCIAL MINISTRY ORGANIZATION. LIBERTY LUTHERAN SERVICES' EXEMPT PURPOSE IS TO PROVIDE ITS TAX-EXEMPT SUBSIDIARIES WITH MANAGEMENT AND ADMINISTRATIVE SERVICES. [2] ARTMAN LUTHERAN HOME: A NONPROFIT ORGANIZATION THAT OPERATES A CONTINUING CARE RETIREMENT COMMUNITY IN AMBLER PENNSYLVANIA PROVIDING NURSING AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS IN A FACILITY THAT INCLUDES 61 SKILLED NURSING BEDS AND 123 ASSISTED LIVING UNITS. [3] LIBERTY COMMUNITY SERVICES INC: A NON-PROFIT ORGANIZATION THAT PROVIDES VARIOUS SERVICES TO THE ELDERLY IN THEIR HOMES. THESE SERVICES INCLUDE PROVIDING (A) ASSISTANCE WITH HOUSEKEEPING, SHOPPING, BATHING AND DRESSING; (B) TRANSPORTATION TO MEDICAL APPOINTMENTS AND SOCIAL ENGAGEMENTS; (C) MAINTENANCE AND REPAIR SERVICES; AND (D) BEAUTICIAN AND BARBER SERVICES. [4] LIBERTY LUTHERAN FOUNDATION: A NONPROFIT ORGANIZATION THAT IS RESPONSIBLE FOR THE IMPLEMENTATION AND ADMINISTRATION OF FUNDRAISING ACTIVITIES FOR LIBERTY LUTHERAN SERVICES, ARTMAN LUTHERAN HOME, PAUL'S RUN, LUTHERAN CHILDREN AND FAMILY SERVICE OF EASTERN PENNSYLVANIA, LIBERTY COMMUNITY SERVICES AND MARY J. DREXEL HOME, AND FOR THE MANAGEMENT OF THEIR INVESTMENT PORTFOLIOS. [5] LIBERTY LUTHERAN HOUSING DEVELOPMENT CORPORATION: INACTIVE. [6] LUTHERAN CHILDREN AND FAMILY SERVICE OF EASTERN PENNSYLVANIA: A NONPROFIT MULTI-SERVICE AGENCY THAT PROVIDES SERVICE TO PEOPLE OF ALL AGES THROUGH A VARIETY OF PROGRAMS INCLUDING FOSTER CARE, SERVICE TO CHILDREN IN THEIR OWN HOME, UNACCOMPANIED REFUGEE FOSTER CARE, ADOPTION, REFUGEE RESETTLEMENT, ADULT BASIC EDUCATION, TREATMENT SERVICES AND SERVICES TO REFUGEES AND IMMIGRANTS. [7] PAUL'S RUN: A NONPROFIT ORGANIZATION THAT OPERATES A CONTINUING CARE RETIREMENT COMMUNITY PROVIDING HOUSING, NURSING AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS IN A FACILITY THAT INCLUDES 120 SKILLED NURSING BEDS, 62 ASSISTED LIVING UNITS AND 256 INDEPENDENT LIVING UNITS. PAUL'S RUN'S FACILITY IS LOCATED IN PHILADELPHIA, PENNSYLVANIA AND ITS PRIMARY SERVICE AREA INCLUDES PHILADELPHIA, PENNSYLVANIA AND SURROUNDING COMMUNITIES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY LUTHERAN SERVICES (PARENT) | |||||||||
| 250 N BETHELEHM PIKE | AMBLER | PA | 19002 | 233059658 | SEE SCHEDULE O FOR DETAILS. | PA | 501(C)(3) | 170(B)(1) (A)(I) | N/A |
| ARTMAN LUTHERAN HOME (AFFILIATE) | |||||||||
| 250 N BETHELEHM PIKE | AMBLER | PA | 19002 | 231401548 | SEE SCHEDULE O FOR DETAILS. | PA | 501(C)(3) | 170(B)(1) (A)(I) | N/A |
| LIBERTY COMMUNITY SERVICES INC (AFFILIATE) | |||||||||
| 250 N BETHELEHM PIKE | aMBLER | PA | 19002 | 203630505 | sEE SCHEDULE O FOR DETAILS. | PA | 501(C)(3) | 170(B)(1) (A)(I) | N/A |
| LIBERTY LUTHERAN FOUNDATION (AFFILIATE) | |||||||||
| 250 N BETHELEHM PIKE | AMBLER | PA | 19002 | 232665839 | SEE SCHEDULE O FOR DETAILS. | PA | 501(C)(3) | 509(a)(3) | N/A |
| LIBERTY LUTHERAN HOUSING DEVELOPMENT CORP (AFFILIATE) | |||||||||
| 250 N BETHELEHM PIKE | aMBLER | PA | 19002 | 223876595 | sEE SCHEDULE O FOR DETAILS. | PA | 501(C)(3) | 170(B)(1) (A)(I) | N/A |
| LUTHERAN CHILDREN AND FAMILY SERVICE OF EASTERN PA (AFFILIATE) | |||||||||
| 250 N BETHELEHM PIKE | AMBLER | PA | 19002 | 231696007 | SEE SCHEDULE O FOR DETAILS. | PA | 501(C)(3) | 170(B)(1) (A)(VI) | N/A |
| PAUL'S RUN (AFFILIATE) | |||||||||
| 9896 BUSTLETON AVENUE | PHILADELPHIA | PA | 19115 | 232053395 | SEE SCHEDULE O FOR DETAILS. | PA | 501(C)(3) | 509(A)(2) | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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