Nonprofit · EIN 23-2665839
LIBERTY LUTHERAN FOUNDATION
Tax-exempt · AMBLER, PA 19002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,887,898 | $737,282 | $9,150,616 | $58,856,500 | $51,666 | $58,804,834 |
| June 30, 2024 | 990 | $3,439,962 | $696,446 | $2,743,516 | $53,593,448 | $45,334 | $53,548,114 |
| June 30, 2023 | 990 | $2,591,827 | $678,963 | $1,912,864 | $47,932,082 | $37,271 | $47,894,811 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,197,004
- Program service revenue
- $175,000
- Investment income
- $8,523,464
- Net gain from sales of assets
- $7,419,822
- Net income from fundraising events
- -$7,570
- Other revenue
- -$7,570
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $119,837
- Salaries, compensation and benefits (total)
- $155,979
- Professional fundraising fees
- $0
- Accounting fees
- $14,402
- Occupancy
- $2,738
- Travel
- $793
- Program services (functional)
- $385,189
- Management and general (functional)
- $329,972
- Fundraising (functional)
- $22,121
Balance sheet and other
- Total assets, start of year
- $53,593,448
- Total assets, end of year
- $58,856,500
- Total liabilities, end of year
- $51,666
- Net assets, end of year
- $58,804,834
- Publicly traded securities
- $43,897,697
- Net assets without donor restrictions
- -$1,372,590
- Net assets with donor restrictions
- $60,177,424
- Gross receipts
- $23,398,211
- Employees
- 2
- Volunteers
- 12
- Year formed
- 1991
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LUANNE FISHER | CEO/PRESIDENT UNTIL 11/25 Trustee or director, Officer | 0.5 | $0 | $680,277 | $33,119 |
| JOHN M BARNUM | CFO/SVP THROUGH 10/25 Trustee or director, Officer | 0.5 | $0 | $394,568 | $40,347 |
| JOAN MCCABE MYERS | SENIOR VP/COO Officer | 0.5 | $0 | $351,881 | $20,656 |
| CLINE PATTY J | DIRECTOR OF ADVANCEMENT Highest-paid employee | 0.5 | $103,758 | $0 | $9,047 |
| BEVERLY BORTZ | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| DAVID STETTLER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LINDA BRECKENRIDGE | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BELLE FERNANDEZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| WAYNE MATTHIAS-LONG | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| FRANK ROTH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| PAMELA STEITZ | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JAMES HIMLER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LUANNE FISHER | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $607,438 | $34,462 |
| JOHN BARNUM | SENIOR VP/CFO Officer | 0.5 | $0 | $364,748 | $32,070 |
| JOAN MCCABE MYERS | SENIOR VP/COO Officer | 0.5 | $0 | $327,577 | $22,731 |
| LINDA BRECKENRIDGE | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JAMES HIMLER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| DAVID STETTLER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BEVERLY BORTZ | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| FRED HOPKE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LUANNE FISHER | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $731,238 | $33,770 |
| JOHN BARNUM | SENIOR VP/CFO Officer | 0.5 | $0 | $325,022 | $23,882 |
| JOAN MCCABE MYERS | SENIOR VP/COO Officer | 0.5 | $0 | $313,456 | $21,110 |
| LINDA BRECKENRIDGE | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JAMES HIMLER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| DAVID STETTLER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BEVERLY BORTZ | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| FRED HOPKE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7002 BUTLER PIKE, AMBLER, PA 19002-5107
- Principal officer (990 for 2024)
- JOHN BARNUM, 7002 BUTLER PIKE, AMBLER, PA 19002
- Signed the 990
- GREG BOBKA, CFO
- Phone
- (267) 464-7700
- Website
- WWW.LIBERTYLUTHERAN.ORG
- Return prepared by
- KREISCHER MILLER
Mission
LIBERTY LUTHERAN FOUNDATION IS A NONPROFIT 501(C)(3) ORGANIZATION THAT THAT SERVES AS A RESOURCE TO ENSURE THE SECURITY AND PROSPERITY OF LIBERTY LUTHERAN'S FAMILY OF SERVICES, AS WELL AS ITS RESIDENTS, MEMBERS, PATIENTS, AND CLIENTS.
Program accomplishments
- LIBERTY LUTHERAN FOUNDATION IS A NONPROFIT 501(C)(3) ORGANIZATION THAT SERVES AS A RESOURCE TO ENSURE THE SECURITY AND PROSPERITY OF LIBERTY LUTHERAN'S FAMILY OF SERVICES, AS WELL AS ITS RESIDENTS, MEMBERS, PATIENTS, AND CLIENTS. TASKED WITH THE IMPLEMENTATION AND ADMINISTRATION OF FUNDRAISING ACTIVITIES, LIBERTY LUTHERAN FOUNDATION ALSO MANAGES INVESTMENT PORTFOLIOS THAT BENEFIT THE ENTIRE ORGANIZATION. LIBERTY LUTHERAN'S EFFORTS HAVE CREATED ADDITIONAL SERVICES, AMENITIES, AND RESOURCES, INCLUDING FOUR BENEVOLENT CARE PROGRAMS THAT HELP RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES.Expenses $385,189 · revenue $175,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2665839
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $58,856,500
- Income (IRS master file)
- $23,398,211
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,887,898 | $737,282 | $58,856,500 | IRS |
| 990 | June 2024 | $3,439,962 | $696,446 | $53,593,448 | XML |
| 990 | June 2023 | $2,591,827 | $678,963 | $47,932,082 | XML |
| 990 | June 2022 | $3,644,145 | $735,628 | $42,715,479 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2665839).
Questions about LIBERTY LUTHERAN FOUNDATION
- What is the EIN of LIBERTY LUTHERAN FOUNDATION?
- The employer identification number (EIN) of LIBERTY LUTHERAN FOUNDATION is 23-2665839.
- Is LIBERTY LUTHERAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Which annual return does LIBERTY LUTHERAN FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIBERTY LUTHERAN FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIBERTY LUTHERAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LIBERTY LUTHERAN FOUNDATION?
- The 990 for the year ended June 30, 2025 names JOHN BARNUM.
- Who are the officers and directors of LIBERTY LUTHERAN FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization.
- How much revenue does LIBERTY LUTHERAN FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,887,898, expenses of $737,282 and total assets of $58,856,500 at year end.
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