2025-04-11T11:54:44-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2023-07-01 203630505 LIBERTY COMMUNITY SERVICES INC LIBE 2674647700 7002 BUTLER PIKE AMBLER PA 19002 JOHN M BARNUM CFO/SENIOR VICE PRESIDENT 2674647700 2025-04-08 1 1 KELLY A BROCIOUS CPA P01254262 4126976400 2025-04-08 2023 2025-03-06 01:10:19Z LIBERTY AT HOME AND LIBERTY HOSPICE LUANNE FISHER 7002 BUTLER PIKE AMBLER PA 19002 494 0 9386 X WWW.LIBERTYATHOME.ORG X 1994 PA LIBERTY AT HOME PROVIDES COMPREHENSIVE HOME CARE SERVICES USING A HOLISTIC, PERSONALIZED APPROACH TO MEET THE PHYSICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL NEEDS OF ADULTS. 6 5 0 0 0 0 0 0 4746 0 -5477 0 44 494 -687 494 0 0 0 0 54773 -14975 0 0 0 176691 178564 231464 163589 -232151 -163095 41310 41099 2272520 2435404 -2231210 -2394305 LIBERTY AT HOME PROVIDED THROUGH JUNE 30, 2022, COMPREHENSIVE HOME CARE SERVICES USING A HOLISTIC, PERSONALIZED APPROACH TO MEET THE PHYSICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL NEEDS OF ADULTS. 0 0 154444 0 LIBERTY COMMUNITY SERVICES, D/B/A LIBERTY AT HOME AND LIBERTY HOSPICE, IS A NONPROFIT 501(C)(3) ORGANIZATION THAT PROVIDED HOME CARE SERVICES TO SENIORS IN THEIR HOMES. DURING JANUARY 2020, LAH DISCONTINUED ITS HOME HEALTH, HOSPICE AND THERAPY SERVICES THAT HAD UNTIL THAT TIME BEEN PROVIDED TO AFFILIATES AND SURROUNDING EXTERNAL COMMUNITIES ENCOMPASSING THE PHILADELPHIA FIVE-COUNTY AREA. IN JUNE 2022 LIBERTY AT HOME DISCONTINUED ITS HOME CARE SERVICES. 154444 1 0 0 0 0 0 0 0 0 0 0 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 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 1 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 0 0 0 PA X JOHN M BARNUM CFOSENIOR VICE PRESIDENT 2674647700 7002 BETHLEHEM PIKE AMBLER PA 19002 LUANNE FISHER PRESIDENT 0.50 41.00 X X 0 607438 34462 BEVERLY BORTZ CHAIR 0.50 4.00 X X 0 0 0 FRED HOPKE TREASURER 0.50 4.00 X X 0 0 0 JAMES HIMLER SECRETARY 0.50 3.50 X X 0 0 0 LINDA BRECKENRIDGE BOARD MEMBER 0.50 3.50 X 0 0 0 DAVID STETTLER BOARD MEMBER 0.50 3.50 X 0 0 0 JOHN BARNUM SENIOR VP/CFO 0.50 37.50 X 0 364748 32070 JOAN MCCABE MYERS SENIOR VP/COO 0.50 37.50 X 0 327577 22731 0 1299763 89263 0 0 1 0 0 OTHER REVENUE 624100 494 494 494 494 0 0 494 -14975 -14975 2785 2785 500 500 4500 4500 15963 15963 152201 152201 372 372 MISCELLANEOUS 1985 1985 SUPPLIES 195 195 DUES AND SUBSCRIPTION 63 63 163589 154444 9145 0 200 5 0 0 3 0 41107 41094 41310 41099 26980 15476 198977 0 2046563 2419928 2272520 2435404 X -2244751 -2407846 13541 13541 -2231210 -2394305 41310 41099 -163095 0 X 0 1 X 1 0 X 0 INTEREST IN NET ASSETS OF FOUNDATION 41094 41094 DUE TO AFFILIATES 2220993 PAYABLE (PPP) 198935 2419928 X 494 0 494 0 494 163589 0 163589 0 163589 PART X, LINE 2: LAH 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. LAH IS ALSO EXEMPT FROM STATE INCOME TAX. 0 0 0 0 0 0 0 0 0 LUANNE FISHER PRESIDENT 0 525000 0 75238 0 7200 0 24000 0 10462 0 641900 0 0 JOHN BARNUM SENIOR VP/CFO 0 319510 0 45238 0 0 0 17971 0 14099 0 396818 0 0 JOAN MCCABE MYERS SENIOR VP/COO 0 307339 0 20238 0 0 0 17715 0 5016 0 350308 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 AFFILIATES: THE EXECUTIVE COMMITTEE APPROVES THE ANNUAL REVIEW AND COMPENSATION OF THE CEO. THE CFO AND COO ARE REVIEWED ANNUALLY BY THE CEO, WHILE THE EXECUTIVE DIRECTORS ARE REVIEWED ANNUALLY BY THE COO, ALL WITH COMPARABLE SALARY SURVEYS. THE CEO REPORTS THE ANNUAL EXECUTIVE REVIEWS TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 LIBERTY AT HOME DESIGNATES ITS ADMINISTRATIVE/MANAGEMENT AND FUNDRAISING FUNCTIONS TO ITS PARENT AND AFFILIATES ORGANIZATIONS (BOTH ARE NOT-FOR-PROFIT CORPORATIONS) UNDER THE AFFILIATE AGREEMENT DATED JANUARY 1, 2011. 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; 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 FORM 990'S ARE MADE AVAILABLE TO THE BOARD AFTER FILING. 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 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 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 EFFORT 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 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 MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. 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 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 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 223876595 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, PROVIDING NURSING & OTHER RELATED SERVICES TO SENIORS PA 501(C)(3) LINE 1 LIBERTY LUTHERAN SERVICES 0 LUTHERAN CONGREGATIONAL SERVICES 7002 BUTLER PIKE AMBLER PA 19002 231894019 TO PROVIDE DIASTER RESPONSE AND COMMUNITY OUTREACH PA 501(C)(3) LINE 7 LIBERTY LUTHERAN SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1