Civic Intelligence

Mary J Drexel Home

990 • Fiscal year 2011 • EIN 23-0536370

Jul 01, 2010 to Jun 30, 2011 • Filed on May 10, 2012

Organization ProfileWWW.THEHEARTHATDREXEL.ORG
250 N Bethlehem Pike19002
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.50x

Higher debt load relative to assets than 72% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$7,830,091

Up $798,344 (+11%) from 2010

Net Assets

Up

$3,936,816

Up $126,550 (+3.3%) from 2010

Liabilities

Up

$3,893,275

Up $671,794 (+21%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$310,217

Down $83,220 (-21%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$20M$0-$20MAssets 2010: $7,031,747Liabilities 2010: $3,221,481Net Assets 2010: $3,810,2662010Assets 2011: $7,830,091Liabilities 2011: $3,893,275Net Assets 2011: $3,936,8162011Assets 2012: $8,842,409Liabilities 2012: $5,103,452Net Assets 2012: $3,738,9572012Assets 2013: $14,730,972Liabilities 2013: $11,371,959Net Assets 2013: $3,359,0132013Assets 2014: $28,900,693Liabilities 2014: $25,166,658Net Assets 2014: $3,734,0352014Assets 2015: $30,051,178Liabilities 2015: $29,333,274Net Assets 2015: $717,9042015Assets 2016: $28,745,504Liabilities 2016: $30,397,454Net Assets 2016: -$1,651,9502016Assets 2017: $31,041,731Liabilities 2017: $32,975,323Net Assets 2017: -$1,933,5922017Assets 2018: $30,444,283Liabilities 2018: $33,191,161Net Assets 2018: -$2,746,8782018Assets 2019: $30,411,495Liabilities 2019: $33,597,452Net Assets 2019: -$3,185,9572019Assets 2020: $30,999,111Liabilities 2020: $34,508,140Net Assets 2020: -$3,509,0292020Assets 2021: $32,181,411Liabilities 2021: $35,112,803Net Assets 2021: -$2,931,3922021Assets 2022: $30,478,377Liabilities 2022: $36,518,543Net Assets 2022: -$6,040,1662022Assets 2023: $30,630,155Liabilities 2023: $37,543,859Net Assets 2023: -$6,913,7042023

Highlighted filing

2011

Assets$7,830,091
Liabilities$3,893,275
Net Assets$3,936,816
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $393,4372010Expenses 2011: $310,2172011Expenses 2012: $254,1912012Expenses 2013: $385,2382013Revenue 2014: $49,943Expenses 2014: $181,748Net Income 2014: -$131,8052014Revenue 2015: $1,062,768Expenses 2015: $4,020,058Net Income 2015: -$2,957,2902015Revenue 2016: $2,981,515Expenses 2016: $4,893,345Net Income 2016: -$1,911,8302016Revenue 2017: $5,153,329Expenses 2017: $6,307,105Net Income 2017: -$1,153,7762017Revenue 2018: $5,875,801Expenses 2018: $7,201,065Net Income 2018: -$1,325,2642018Revenue 2019: $7,402,371Expenses 2019: $8,075,285Net Income 2019: -$672,9142019Revenue 2020: $8,171,631Expenses 2020: $8,494,868Net Income 2020: -$323,2372020Revenue 2021: $7,233,386Expenses 2021: $8,832,333Net Income 2021: -$1,598,9472021Revenue 2022: $7,370,609Expenses 2022: $9,153,632Net Income 2022: -$1,783,0232022Revenue 2023: $7,828,550Expenses 2023: $9,595,413Net Income 2023: -$1,766,8632023

Highlighted filing

2011

Revenue-
Expenses$310,217
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 10, 2012
Return Version
2010v3.4
Gross Receipts
$65,433
Mission and Program Overview

Mission

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.

Filing and Contact Details

Filer

EIN
23-0536370
Raw XML AppendixShowing 400 of 616 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY020200
IRS990/AccountsPayableAccruedExpenses/EOY0120125
IRS990/AccountsReceivable/BOY011427
IRS990/AccountsReceivable/EOY01170
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0PLANNED RENOVATIONS TO FACILITY FOR APPROXIMATELY $25 MILLION TO DESIGN AND CONSTRUCT 80 ASSISTED LIVING BEDS.
IRS990/AddressPrincipalOfficerUS/AddressLine10250 N BETHLEHEM PIKE
IRS990/AddressPrincipalOfficerUS/City0AMBLER
IRS990/AddressPrincipalOfficerUS/State0PA
IRS990/AddressPrincipalOfficerUS/ZIPCode019002
IRS990/Advertising/ManagementAndGeneral041
IRS990/Advertising/Total041
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10305 SOUTH JEFFERSON STREET
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0ROANOKE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0VA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode024011
IRS990/ContractorCompensation/Compensation0123737
IRS990/ContractorCompensation/DescriptionOfServices0ARCHITECT
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10SFCS INC
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval01
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties01
IRS990/DepreciationDepletion/ManagementAndGeneral049956
IRS990/DepreciationDepletion/Total049956
IRS990/DescribedIn501C301
IRS990/Description0MARY J. DREXEL HOME (MJD) FORMERLY PROVIDED NURSING, PERSONAL CARE, AND OTHER RELATED SERVICES TO SENIORS IN A FACILITY THAT IS LOCATED IN BALA CYNWYD, PENNSYLVANIA, AND INCLUDED 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 IN JULY 2013 WITH OPERATIONS COMMENCING IN AUGUST 2013.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral07500
IRS990/FeesForServicesAccounting/Total07500
IRS990/FeesForServicesManagement/ManagementAndGeneral0138703
IRS990/FeesForServicesManagement/Total0138703
IRS990/FeesForServicesOther/ManagementAndGeneral036362
IRS990/FeesForServicesOther/Total036362
IRS990/FinancialStatementBoth0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek60.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek70.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek837.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek937.50
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/NamePerson0NEVIN MANN
IRS990/Form990PartVIISectionA/NamePerson1DAVID HERBSTER
IRS990/Form990PartVIISectionA/NamePerson2REV FRED HOPKE
IRS990/Form990PartVIISectionA/NamePerson3CARL HOLMES SR
IRS990/Form990PartVIISectionA/NamePerson4TED BRUNER
IRS990/Form990PartVIISectionA/NamePerson5JOHN HECK
IRS990/Form990PartVIISectionA/NamePerson6FRANK ROTH
IRS990/Form990PartVIISectionA/NamePerson7GWENDOLYN WEBSTER
IRS990/Form990PartVIISectionA/NamePerson8LUANNE B FISHER
IRS990/Form990PartVIISectionA/NamePerson9JOHN M BARNUM
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation839180
IRS990/Form990PartVIISectionA/OtherCompensation913475
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs8303116
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs9201573
IRS990/Form990PartVIISectionA/Title0CHAIRMAN
IRS990/Form990PartVIISectionA/Title1VICE CHAIR
IRS990/Form990PartVIISectionA/Title2TREASURER
IRS990/Form990PartVIISectionA/Title3SECRETARY
IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
IRS990/Form990PartVIISectionA/Title5BOARD MEMBER
IRS990/Form990PartVIISectionA/Title6BOARD MEMBER
IRS990/Form990PartVIISectionA/Title7BOARD MEMBER
IRS990/Form990PartVIISectionA/Title8CEO/PRESIDENT (NON-VOTING)
IRS990/Form990PartVIISectionA/Title9CFO/VP-FINANCE
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities014027
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities014027
IRS990/GrossReceipts065433
IRS990/GroupExemptionNumber09386
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/ManagementAndGeneral013225
IRS990/Insurance/Total013225
IRS990/InvestmentIncomeCurrentYear014027
IRS990/InvestmentIncomePriorYear0608
IRS990/InvestmentInJointVenture00
IRS990/LandBldgEquipmentAccumDeprec03455562
IRS990/LandBuildingsEquipmentBasis04414876
IRS990/LandBuildingsEquipmentBasisNet/BOY0662282
IRS990/LandBuildingsEquipmentBasisNet/EOY0959314
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE NURSING, ASSISTED LIVING, AND OTHER RELATED SERVICES TO THE RESIDENTS OF BALA CYNWYD, PA
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0JOHN M BARNUM
IRS990/NbrIndependentVotingMembers08
IRS990/NbrVotingGoverningBodyMembers08
IRS990/NbrVotingMembersGoverningBody08
IRS990/NetAssetsOrFundBalancesBOY03810266
IRS990/NetAssetsOrFundBalancesEOY03936816
IRS990/NetGainOrLossInvestments/ExclusionAmount014027
IRS990/NetGainOrLossInvestments/TotalRevenueColumn014027
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers08
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral014667
IRS990/Occupancy/Total014667
IRS990/OfficeExpenses/ManagementAndGeneral039112
IRS990/OfficeExpenses/Total039112
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY06355072
IRS990/OtherAssetsTotal/EOY06864796
IRS990/OtherExpensePriorYear0337824
IRS990/OtherExpensesCurrentYear0310217
IRS990/OtherExpenses/Description0BAD DEBT EXPENSE
IRS990/OtherExpenses/ManagementAndGeneral010651
IRS990/OtherExpenses/Total010651
IRS990/OtherLiabilities/BOY03201281
IRS990/OtherLiabilities/EOY03773150
IRS990/OtherRevenueCurrentYear051406
IRS990/OtherRevenueMisc/BusinessCode0990999
IRS990/OtherRevenueMisc/BusinessCode1990999
IRS990/OtherRevenueMisc/Description0DISTRIBUTION REVENUE
IRS990/OtherRevenueMisc/Description1OTHER INCOME
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome051256
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome1150
IRS990/OtherRevenueMisc/TotalRevenueColumn051256
IRS990/OtherRevenueMisc/TotalRevenueColumn1150
IRS990/OtherRevenuePriorYear092851
IRS990/PartialLiquidation00
IRS990/PermanentlyRestrictedNetAssets/BOY0398748
IRS990/PermanentlyRestrictedNetAssets/EOY0402210
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/BOY02966
IRS990/PrepaidExpensesDeferredCharges/EOY04811
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0371334
IRS990/ReconcilationRevenueExpenses0-244784
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets01
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/Revenue051406
IRS990/RevenuesLessExpensesCY0-244784
IRS990/RevenuesLessExpensesPriorYear0-299978
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear055613
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years038698
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years017283
IRS990ScheduleA/GiftsGrantsContribReceived509/Total055981
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0608
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years02868
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0182051
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0162579
IRS990ScheduleA/GrossInvestmentIncome509/Total0348106
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years061097
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years02270615
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years01431598
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total03763310
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0608
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years02868
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0182051
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0162579
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0348106
IRS990ScheduleA/InvestmentIncomePercentage00.08030
IRS990ScheduleA/OtherIncome509/CurrentTaxYear051406
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year092851
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years023824
IRS990ScheduleA/OtherIncome509/Total0168081
IRS990ScheduleA/PriorYearSupportPercentage00.47830
IRS990ScheduleA/PriorYrInvestIncomePercentage00.08110
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.88090
IRS990ScheduleA/PublicSupportTotal50903819291
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years061097
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years02309313
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years01448881
IRS990ScheduleA/Total509/Total03819291
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear051406
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year093459
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years087789
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years02491364
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years01611460
IRS990ScheduleA/TotalSupportTotal/Total04335478
IRS990/ScheduleBRequired00
IRS990ScheduleD/AreRelatedOrgsListedScheduleR00
IRS990ScheduleD/BoardDesignatedEOYBalance00.00000
IRS990ScheduleD/Buildings/BookValue0923484
IRS990ScheduleD/Buildings/Depreciation02348777
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis03272261
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0945637
IRS990ScheduleD/CurrentYear/EndOfYearBalance0913067
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0-32570
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0997767
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0945637
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-52130
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance01663750
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0997767
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0-665983
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs01
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Equipment/BookValue035830
IRS990ScheduleD/Equipment/Depreciation01093566
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis01129396
IRS990ScheduleD/ExcessOrDeficitForYear0-244784
IRS990ScheduleD/ExcessOrDeficitPerFS0126550
IRS990ScheduleD/ExpensesNotRptdF9900142005
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0310217
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0MJD IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MJD FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON MJD'S FINANCIAL STATEMENTS. MJD IS ALSO EXEMPT FROM STATE SALES TAXES. MJD IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1CHANGE IN TEMPORARILY RESTRICTED NET ASSETS OF FOUNDATION -30,419. CHANGE IN PERMANENTLY RESTRICTED NET ASSETS OF FOUNDATION 3,462. CHANGE IN PAYABLE TO DEACONESS COMMUNITY -111,586. CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 509,877.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CHANGE INTEREST IN NET ASSETS OF FOUNDATION 509,877. CHANGE IN PERMANENTLY RESTRICTED INTEREST IN NET ASSETS OF FOUNDATION 3,462.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3CHANGE IN PAYABLE TO DEACONESS COMMUNITY 111,586. CHANGE IN TEMPORARILY RESTRICTED INTEREST IN NET ASSETS OF FOUNDATION 30,419.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XIII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/OtherAmount0371334
IRS990ScheduleD/OtherAssets/BookValue06864796
IRS990ScheduleD/OtherAssets/Description0INTEREST IN NET ASSETS OF FOUNDATION
IRS990ScheduleD/OtherExpensesIncluded0142005
IRS990ScheduleD/OtherLandBuildings/BookValue00
IRS990ScheduleD/OtherLandBuildings/Depreciation013219
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis013219
IRS990ScheduleD/OtherLiabilities/Amount02288293
IRS990ScheduleD/OtherLiabilities/Amount11484857
IRS990ScheduleD/OtherLiabilities/Description0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilities/Description1DUE TO DEACONESS COMMUNITY
IRS990ScheduleD/OtherRevenues0513339
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/RevenueNotRptdF9900513339
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal065433
IRS990ScheduleD/TermEndowmentEOYBalance00.00000
IRS990ScheduleD/TotalAdjustments0371334
IRS990ScheduleD/TotalBookValueOtherAssets06864796
IRS990ScheduleD/TotalExpenses0310217
IRS990ScheduleD/TotalExpensesPerForm9900310217
IRS990ScheduleD/TotalOfAmounts03773150
IRS990ScheduleD/TotalOfBookValueLandBuildings0959314
IRS990ScheduleD/TotalRevenue065433
IRS990ScheduleD/TotalRevenuePerForm990065433
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0452222
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0578772
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs120000
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0303116
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1181573
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs010037
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs15732
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0ALL 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 EXECUTIVE COMMITTEE APPROVES THE ANNUAL REVIEW AND COMPENSATION OF THE CEO. THE CFO AND EXECUTIVE DIRECTORS ARE REVIEWED ANNUALLY BY THE CEO, WITH COMPARABLE SALARY SURVEYS. THE LAST COMPARABLE SALARY SURVEY WAS DONE IN 2009. THE CEO REPORTS THE ANNUAL EXECUTIVE REVIEWS TO THE EXECUTIVE COMMITTEE.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0LUANNE B FISHER
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1JOHN M BARNUM
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs039180
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs113475
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0342296
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1215048
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0MJD 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 $138,703 FOR THE REPORTING YEAR AND WERE REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A.
IRS990ScheduleO/GeneralExplanation/Explanation1THE CORPORATION SHALL HAVE ONE MEMBER. THE SOLE MEMBER SHALL BE LIBERTY LUTHERAN SERVICES.
IRS990ScheduleO/GeneralExplanation/Explanation2THE 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 OR PROGRAMS OF THE CORPORATION
IRS990ScheduleO/GeneralExplanation/Explanation3NO 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).

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,830,091
Liabilities
$3,893,275
Net assets
$3,936,816
Revenue
-
Expenses
$310,217
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$30.6$37.5$6.91$7.83$9.60$1.77
2022Summary only. Only limited summary data is available for this year.$30.5$36.5$6.04$7.37$9.15$1.78
2021Summary only. Only limited summary data is available for this year.$32.2$35.1$2.93$7.23$8.83$1.60
2020Summary only. Only limited summary data is available for this year.$31.0$34.5$3.51$8.17$8.49$0.32
2019Summary only. Only limited summary data is available for this year.$30.4$33.6$3.19$7.40$8.08$0.67
2018Summary only. Only limited summary data is available for this year.$30.4$33.2$2.75$5.88$7.20$1.33
2017Summary only. Only limited summary data is available for this year.$31.0$33.0$1.93$5.15$6.31$1.15
2016Summary only. Only limited summary data is available for this year.$28.7$30.4$1.65$2.98$4.89$1.91
2015Summary only. Only limited summary data is available for this year.$30.1$29.3$0.72$1.06$4.02$2.96
2014Summary only. Only limited summary data is available for this year.$28.9$25.2$3.73$0.05$0.18$0.13
2013Summary only. Only limited summary data is available for this year.$14.7$11.4$3.36$0.39
2012Summary only. Only limited summary data is available for this year.$8.84$5.10$3.74$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$3.89$3.94$0.31
2010Summary only. Only limited summary data is available for this year.$7.03$3.22$3.81$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)3 • $5M-$10M nonprofits