LIBERTY LUTHERAN FOUNDATION

EIN: 232665839 501(c)(3)

AMBLER, PA

Total Revenue
$9,887,898
Total Expenses
$737,282
Total Assets
$58,856,500
Net Assets
$58,804,834
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
PA
Principal Officer
JOHN BARNUM
Phone
2674647700
Tax Period
2024-07-01 to 2025-06-30

LIBERTY LUTHERAN FOUNDATION, founded in 1991, is a community nonprofit that reported $9.9M in total revenue in fiscal year 2024. Revenue surged 187% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.2M, a strong 93% operating margin.

Mission

TO ENSURE THE SECURITY AND PROSPERITY OF LIBERTY LUTHERAN'S FAMILY OF SERVICES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,197,004
Program Service Revenue $175,000
Investment Income $8,523,464
Other Revenue $-7,570
TOTAL REVENUE $9,887,898

Expense Breakdown

Grants Paid $0
Salaries & Benefits $155,979
Fundraising Expenses $22,121
Program Expenses $385,189
Other Expenses $581,303
TOTAL EXPENSES $737,282

Year-over-Year Comparison

2024 2023 Change
Revenue $9,887,898 $3,439,962 +1.9%
Expenses $737,282 $696,446 +0.1%
Net Income $9,150,616 $2,743,516 +2.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
7
Employees
2
Volunteers
12

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$1,520,848
Total Directors
10
$1,148,311
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN M BARNUM CFO/SVP THROUGH 10/25 0.50
Officer Director
$0 $40,347 $434,915
BEVERLY BORTZ SECRETARY 0.50
Officer Director
$0 $0 $0
DAVID STETTLER TREASURER 0.50
Officer Director
$0 $0 $0
LINDA BRECKENRIDGE CHAIR 0.50
Officer Director
$0 $0 $0
BELLE FERNANDEZ BOARD MEMBER 0.50
Director
$0 $0 $0
WAYNE MATTHIAS-LONG BOARD MEMBER 0.50
Director
$0 $0 $0
FRANK ROTH BOARD MEMBER 0.50
Director
$0 $0 $0
PAMELA STEITZ VICE CHAIR 0.50
Officer Director
$0 $0 $0
LUANNE FISHER CEO/PRESIDENT UNTIL 11/25 0.50
Officer Director
$0 $33,119 $713,396
JAMES HIMLER VICE CHAIR 0.50
Officer Director
$0 $0 $0
JOAN MCCABE MYERS SENIOR VP/COO 0.50
Officer
$0 $20,656 $372,537
CLINE PATTY J DIRECTOR OF ADVANCEMENT 0.50
Highest
$103,758 $9,047 $112,805
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $9,887,898 $737,282 $58,856,500 $9,150,616
2024 $3,439,962 $696,446 $53,593,448 $2,743,516
2023 $2,591,827 $678,963 $47,932,082 $1,912,864
2022 $3,644,145 $735,628 $42,715,479 $2,908,517
2021 $1,496,755 $690,786 $50,763,603 $805,969
2020 $2,429,769 $644,840 $39,039,904 $1,784,929
2019 $2,319,443 $670,630 $38,655,711 $1,648,813
2018 $2,362,785 $680,648 $38,329,643 $1,682,137
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