2024-04-29T13:38:06-07:00 2023-06-30 990 2022-07-01 205138266 CONCORDIA LUTHERAN MINISTRIESFOUNDATION CONC 7243521571 134 Marwood Road Cabot PA 160232299 Michael Falbo CFO 7243521571 2024-04-29 Michael Falbo 999009999 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Keith Frndak President 134 Marwood Road Cabot PA 15068 33819288 0 X concordialm.org X 2006 PA The organization's primary exempt purpose is to raise and receive funds in furtherance of the mission and purposes of affiliate 501(c)(3) organizations and to provide support for community 501(c)(3) organizations through Angel Tear Ministries. 12 5 0 92 0 0 13624361 13939352 1914295 1939305 18853845 7215206 58289 -15998 34450790 23077865 12697711 13518326 0 0 0 0 0 0 237723 648861 805315 13346572 14323641 21104218 8754224 203900854 237691122 466793 535514 203434061 237155608 Concordia Lutheran Ministries Foundation's exempt purpose is to manage the raising, receiving, and expending of funds in furtherance of the mission statement and corporate promises of Concordia Lutheran Health and Human Care (EIN 25-0969458), Concordia Visiting Nurses (EIN 42-1704067), Concordia Lutheran Ministries of Pittsburgh (EIN 27-0209886), Rebecca Residence (EIN 25-0974311), Concordia Tele-Caregivers (EIN 25-1881783), Concordia of Ohio (EIN 61-1682165), Concordia Visiting Nurses of Ohio (EIN 46-3845269), Concordia of Monroeville (EIN 25-1475192), Cedars Home Health Services (EIN 25-1875508), Concordia Hospice on Washington (EIN 81-2448411), Concordia Physician Practice (EIN 47-3951584), Good Samaritan Hospice of Pittsburgh (EIN 25-1818793),Concordia Medical Equipment (EIN 20-4386767), Concordia of Florida (EIN 37-1869372), Visiting Nurse Association of Indiana County (EIN 23-7042932) each of which is a registered 501(c)(3) organizations and to provide support for other 501(c)(3) 0 0 11475743 0 514863 The Concordia Lutheran Ministries Foundation is the primary charitable outreach arm for the Concordia Lutheran Ministries network of companies. In addition to supporting nearly 100 unique third-party organizations, the organization also helps support the operations of the other Concordia Lutheran Ministries companies within the network. These donations to affiliated organizations (listed in Part III, Line 1 and Schedule A) support the mission and purpose of those organizations by increasing the quality of care and quality of life in a Christian environment for all those being served. Through the use of these funds, related organizations have been able to establish a scholarship program for employees, help support adult day services within the network, and help fund Christmas parties at various locations during the year. Historically, grants and donations to related organization have been for the purpose of assisting in the acquisition of new locations and funding the construction of therapy gyms and chapels at various locations. Donors also contribute to the organization on the behalf of the related entities; donations of $514,863 were received by Concordia Lutheran Ministries Foundation on behalf of our affiliate organizations. 1615254 1501328 2667 The Angel Tear Ministries Fund was established for the purpose of assisting third-party 501(c)(3) organizations to better serve both domestic and foreign communities through Christ-centered programs that provide food, housing, education, and medical care to underserved and underprivileged children and families. Nearly 100 organizations were assisted during fiscal year 2023 including missions supported in over 30 countries and 15 churches. These grants include the funding of care to 1,404 children in Kenya and Ethiopia who have primarily been affected by the AIDs epidemic through Compassion International. Closer to home, the funds are used by organizations to operate soup kitchens, homeless shelters, afterschool programs, and ministry programs. Additionally, assisting those affected by natural disasters has been a core tenant of the organizations mission and the organization has donated to countless organizations to assist in recover effects after natural disasters. The Angel Tears Program houses a $100,000 discretionary fund that is used to help local area organizations and families with fundraising and/or hardship situations. Donations of $2,667 were received to the Angel Tear Ministries Fund. 384329 0 1421775 The Good Samaritan Endowment Fund was established to assist Concordia Lutheran Health and Human Care (EIN 25-0969458) in fulfilling its charitable mission by helping supplement the organization to allow for more benevolent care for residents with financial needs due to the exhaustion of funds. The fund has been supported through gifts from Concordia, gifts from gracious patients and their family members, and by gifts from the employees of Concordia. $1,421,775 in donations were received and restricted to the Good Samaritan Endowment Fund during the fiscal year. Concordia has a philosophy of providing care to residents regardless of their ability to pay and provided $1,401,907 in benevolent care in fiscal year 2023. The recipients of charity care reside in all levels of care and include residents served in skilled nursing, personal care, and independent living. In its nearly 140-year history, the organization has never discharged a resident for an in ability to pay. Concordia views benevolent care as a core tenant of its mission and would provide charity care even if the fund did not exist; but due to the support of the fund, Concordia can provide significantly more care to those in need compared to if the entire shortfall due to the benevolent care had to be offset with excesses from other operations. 97000 0 0 The Concordia Lutheran Ministries Foundation Scholars Program assists deserving employees of all affiliates system-wide in reaching their educational goals. The employee scholarship program encompasses several different groups of students. The Concordia Lutheran Ministries Foundation Scholars Program also has a secondary component that targets schools based on our geographical "footprint" in relation to Concordia facilities. This program awards scholarships both on academic achievements and financial need to graduating seniors matriculating at an undergraduate institution to pursue a degree in a healthcare-related field. The organization also donates to outside organizations through the Stephen W Johnson Mission Award (SWJ Award) .The SWJ Award recognizes employees who exemplify the values of Concordia's mission through their everyday life. The award is Concordia's highest employee honor given in memory of the late Mr. Johnson who was a steward of compassion and spent countless hours supporting and preserving Concordia's mission. The winners are awarded funds to donate to the charity of their choice. 97000 0 0 13572326 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 12 5 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 PA X X X Michael Falbo CFO 7243521571 134 Marwood Road Cabot PA 16023 X Keith Frndak-See Schedule O Chair/President 1 49 X X 0 820321 33159 Brian Hortert-See Schedule O Board Member 1 44 X 0 460709 34296 Michael Falbo-See Schedule O Secretary/Treasurer 1 44 X X 0 258521 27736 Tammy Young-See Schedule O Board Member 1 44 X 0 212480 13430 Misty Ingram-See Schedule O Board Member 1 44 X 0 147379 21301 Conor Hagey-See Schedule O Board Member 1 44 X 0 97113 17964 Tim Temple-See Schedule O Board Member 1 44 X 0 84810 11191 Rande Casaday Board Member 1 2.00 X 0 0 0 Rev Jamison Hardy Board Member 1 0 X 0 0 0 Don Olmstead Board Member 1 1 X 0 0 0 Robert Schmidt Board Member 1 3 X 0 0 0 Jim Wolf Board Member 1 3 X 0 0 0 Rev Ronald Breight Board Member 1 1 X 0 0 0 0 2081333 159077 0 0 1 0 SEI Private Trust Company 1 Freedom Valley Drive PO Box 1100 Oaks PA 19456 Investment management fees 303395 1 7161 0 218470 12600000 0 1113721 0 13939352 General Donations 561000 514863 514863 0 0 Endowment Fund Donations 561000 1421775 1421775 0 0 Angel Tear Donations 561000 2667 2667 0 0 0 0 0 0 1939305 7081222 7081222 0 0 0 0 0 0 0 0 0 0 0 0 10797061 0 10663077 0 133984 0 133984 133984 0 0 62348 218470 78346 -15998 0 -15998 0 23077865 9154511 0 -15998 13518326 13518326 11113 11113 334484 334484 346101 146689 199412 2411 2411 16916 655 16261 154 80 74 90 90 1844 82 1762 0 8642 7516 1126 527 527 8484 8484 Scholarships 54000 54000 0 0 Indirect Fundraising Expenses 12485 0 0 12485 8064 1461 6603 14323641 13572326 513592 237723 748527 7269711 44557 53475 6806267 6530022 93261 77634 10455 7914 3069 2541 196205173 223757739 203900854 237691122 269273 328704 33924 32056 163596 174754 0 0 466793 535514 X 191940120 222982597 11493941 14173011 203434061 237155608 203900854 237691122 X 8754224 25651617 0 0 0 -684294 X 0 1 X 1 1 1 X X X 15 Concordia Lutheran Health and Human Care 250969458 10 0 577981 0 Good Samaritan Hospice of Pittsburgh 251818793 10 0 145023 0 Concordia Lutheran Ministries of Pittsburgh 270209886 10 0 125211 0 Concordia Hospice of Washington 812448411 10 0 42292 0 Concordia of Ohio 611682165 10 0 4015 0 Rebecca Residence dba Concordia at Rebecca Residence 250974311 10 0 3290 0 Concordia of Monroeville 251475192 10 0 1312 0 Visiting Nurse Association of Indiana County 237042932 10 0 291 0 Concordia Visiting Nurses 421704067 10 0 140 0 Concordia Medical Equipment 204386767 10 0 132 0 Concordia Tele-Caregivers 251881783 10 0 132 0 Concordia Physician Practice 473951584 10 0 132 0 Concordia of Florida 371869372 10 0 25 0 Concordia Visiting Nurses of Ohio 463845269 10 0 0 0 Cedars Home Health Services 251875508 10 0 0 0 15 899976 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 Schedule A, Part IV, Section A, Line 1 Concordia Lutheran Ministries Foundation and all supported organizations are subsidiaries of Concordia Lutheran Ministries (EIN 20-5138278). Individual entities are not listed in the governing documents by name but are mentioned in the governing documents as all subsidiary entities. Schedule A, Part IV, Section A, Line 6 Please refer to Part III Statement of Program Service Accomplishments Line 4a for more information on our Angel Tear program. Also, refer to Schedule I for information on the Angel Tear program policies and details of the individual grants. Schedule A, Part IV, Section C, Line 1 Concordia Lutheran Ministries (EIN 20-5138278) controls Concordia Lutheran Ministries Foundation and its supported organizations, listed on Part I, by appointing all of the directors to each board. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 10455 7914 2541 0 0 0 0 2541 0 0 X Schedule D, Part X, Line 2 The Organization is a not-for-profit corporation and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been provided. The Organization adopted the standard for accounting for uncertainty in income taxes recognized in an organization's financial statements that prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The standard also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, and disclosure. Management has determined that the adoption of the standard did not have a material effect on the consolidated financial statements. The Organization's policy is to recognize interest related to unrecognized tax benefits in interest expense and penalties in operating expenses. There were no interest or penalties recognized on the consolidated statement of operations as a result of the adoption. Golf Classic 184871 137386 47485 0 7019 18784 19506 0 0 Power of the Purse Gala 45295 43172 2123 0 7219 245 2213 500 727 3 50652 37912 12740 0 744 5000 10499 250 5640 280818 218470 62348 0 14982 24029 32218 750 6367 78346 -15998 1 Compassion International 12290 Voyager Parkway Colorado Springs CO 80921 362423707 501(c)(3) 684399 To provide sponsorship, including educational, basic needs, drought relief and pastoral guidance through sharing the Gospel, to sponsored children in Kenya and Ethiopia. Concordia Lutheran Health and Human Care 134 Marwood Rd Cabot PA 16023 250969458 501(c)(3) 577981 Donation to further the mission and corporate promise of Concordia Lutheran Ministries (EIN 20-5138278) and its affiliates. Good Samaritan Hospice 116 Browns Hill Rd Suite 100 Valencia PA 16059 251818793 501(c)(3) 145023 Donation to further the mission and corporate promise of Concordia Lutheran Ministries (EIN 20-5138278) and its affiliates. Pittsburgh Area Lutheran Schools 1261 Pennsylvania Avenue Oakmont PA 15139 251716013 501(c)(3) 135000 To provide scholarships for the PALS schools (three K-8; ten preschools) for those families that cannot afford tuition. Providing scholarships to families enables Lutheran schools to reach those in need as God instructed in Matthew 25:40. Concordia Lutheran Ministries of Pittsburgh 1300 Bower Hill Rd Pittsburgh PA 15243 270209886 501(c)(3) 125211 Donation to further the mission and corporate promise of Concordia Lutheran Ministries (EIN 20-5138278) and its affiliates. St Luke Lutheran Church & School 330 Hannahstown Road Cabot PA 16023 256009871 501(c)(3) 79885 To provide financial support of the Voice of Victory program via purchase of medical supplies, operating a medical clinic in constructing a school kitchen at the VOV center in Moshi, Tanzania; support of church's security initiative and additional ministry needs for the school that operates within the church. Concordia Hospice of Washington 613 North Pike Road Suite B Cabot PA 16023 812448411 501(c)(3) 42292 Donation to further the mission and corporate promise of Concordia Lutheran Ministries (EIN 20-5138278) and its affiliates. Lutheran Church Missouri Synod 1333 S Kirkwood Road St Louis MO 63122 430658188 501(c)(3) 32500 Support to the LCMS includes grants for Veterans of the Cross mission, funds for displaced Ukrainians, and support for the Mekane Yesus Seminary in Ethiopia. Friends of Pioneer 9324 Lake Shore Road Angola NY 14006 852680064 501(c)(3) 22500 To support the Campership Assistance program which allows eligible student campers from the surrounding region the opportunity to experience Confirmand Camp at this lakeside retreat camp. Lighthouse Foundation 1302 E Cruikshank Road Butler PA 16002 251547324 501(c)(3) 22000 Support for the Lighthouse Foundation mission which serves unhoused and underserved persons in Butler County. Orphan Grain Train 601 W Phillip Ave Norfolk NE 68702 311614650 501(c)(3) 20000 The purpose of the funds is for their Mercy Meals Project to help cover increased shipping expenses for these meals. Faith Aid PO Box 4326 Ashburn VA 20148 463260343 501(c)(3) 18000 To support the Under Five program that provides medicine and health care for children under the age of five in Kenya by expanding its physical presence where children are at most risk and provide basic medical care and sanitation. Community Health Clinic of Butler County 103 Bonnie Drive Butler PA 16002 204852135 501(c)(3) 17750 To provide quality, accessible medical and dental care to income-eligible Butler County and surrounding community residents. St Jude Childrens Research Hospital 501 St Jude Pl Memphis TN 38105 620646012 501(c)(3) 16000 These funds were designated to assist in advancing cures and means of prevention for pediatric catastrophic diseases through research and treatment All Saints Lutheran Church & Student Center 351 S Main St Slippery Rock PA 16057 430658188 501(c)(3) 15000 The purpose of the LCMSU chapter of All Saints Slippery Rock is to be that place just off campus, where students can fill their water bottle, grab a snack, and when needed connect with a campus ministry person who will hopefully become a go-to resource for students as they encounter various life challenges. Pine Valley Camp 504 Chapel Dr Ellwood City PA 16117 251270330 501(c)(3) 15000 Funding for a unique camp that assists inner-city organizations and churches in providing alternatives for underprivileged youth to begin healthy and productive lives. Water Mission 1150 Molly Greene Way Building 1605 North Charleston SC 29405 571116978 501(c)(3) 15000 To provide support for two trauma healing programs and safe water for refugees in Northern Uganda. South Butler Community Library PO Box 454 240 West Main St Saxonburg PA 16056 251342910 501(c)(3) 15000 Sponsorship opportunity for their 2022 and 2023 Annual Booktoberfests Fundraisers. Philadelphia Lutheran Ministries PO Box 297 Broomall PA 19008 232959256 501(c)(3) 14000 To assist with the launch of a freestanding LCMS church to serve the worship needs and mission works in the Northeast and Center City neighborhoods of Philadelphia and reach out to colleges and connect with need youth in the area. Lutheran Heritage Foundation 51474 Romeo Plank Road Macomb MI 48042 383106702 501(c)(3) 13500 To be used to drill a water well in Africa for those without access to fresh, clean water. Fuller Center Disaster Rebuilders 10 Arrowhead Road Danvers PA 16023 263704583 501(c)(3) 13250 To provide labor and material costs for teams to rehab neighborhoods affected by Hurricane Ida. Lutherans in Medical Missions PO Box 766 Concordia MO 64020 431699294 501(c)(3) 13000 Lutherans in Medical Missions (LIMM) works with local and global partners to share Christ's healing in medically underserved communities. These funds will be used to implement women's cycle of life health education in West Africa and Belize. Haven of Rest 175 E Market St PO Box 547 Akron OH 44308 340750345 501(c)(3) 12500 To provide funds for Men's & Women's Dorms & Emergency Shelters provides warm meals, overnight lodging, nice clothing, and personal care items to guests who are experiencing hunger, poverty, and homelessness. Lutheran Social Services of the South Inc Upbring 8305 Cross Park Drive Austin TX 78754 741109745 501(c)(3) 12500 To provide general support of Upbring's BeREAL program, which helps foster youth successfully transition to self-sufficiency and independence by providing support, education planning and mentorship as well as Supervised Independent Living (SIL) as they age out of care. SABA-Saxonburg Area Baseball Association PO Box 806 Saxonburg PA 16056 161762389 501(c)(3) 12000 Matching funds from a local fundraising dinner that benefitting a Saxonburg Baseball family whose father was diagnosed with a Grade 4 Glioblastoma. Get HOPE Global PO Box 27584 Denver CO 80227 460839256 501(c)(3) 11575 Support for training local, Ugandan Program Leaders to teach our biblically based, business training curriculum at a 3-day Train the Trainer conference. Life Choices 13633 State Route 422 Kittanning PA 16201 251482633 501(c)(3) 11150 To provide support for a health clinic that meets the physical, emotional and spiritual needs of young men, women, and families facing unplanned pregnancies. Also Event sponsorship support Amachi Pittsburgh 1830 Forbes Avenue 2nd Floor Pittsburgh PA 15219 453717455 501(c)(3) 10000 Amachi Pittsburgh helps to empower children and families impacted by incarceration to break the intergenerational cycle of incarceration and achieve success in life. Amachi provides quality one-on-one mentoring, family strengthening, and reunification support. Asian American Service Association Inc 550 HANCOCK ST Quincy PA 16023 043266219 501(c)(3) 10000 Serving the growing needs of the Asian senior community in Quincy, MD. Bethesda International Academy 6803 N Campbell Ave Chicago IL 60645 366008081 501(c)(3) 10000 A Pre-K-8th grade Christian school that inspires learners with creative opportunities through exceptional instruction which engages the mind, nurtures the spirit, and transforms the world. Christ United Methodist Church 44 Highland Rd Bethel Park PA 15012 263924750 501(c)(3) 10000 To help support and sustain the Nyadire United Methodist Mission in northeastern Zimbabwe, Africa. The Nyadire Mission offers a hospital, primary and secondary schools, an orphanage and many other services to the community. Christian Sports International PO Box 254 Zelienople PA 16063 251654835 501(c)(3) 10000 To help facilitate sports programs for kids, junior and high school campus ministry, and ministry events for men to challenge and empower the participants to live their lives for Jesus Christ. Concordia Theological Seminary 6600 North Clinton St Fort Wayne IN 46825 370673478 501(c)(3) 10000 To provide support for their Food Cooperative program accessible to all students and faculty. Disciplemakers 365 Science Park Rd State College PA 16803 251411175 501(c)(3) 10000 To provide support for their Christian campus ministry to train college students in Bible study, gospel-driven discipleship, and evangelism. East End Cooperative Ministry 6140 Station St Pittsburgh PA 15206 231722988 501(c)(3) 10000 Helps the organization to offer food assistance, assistance with housing insecurity, barriers to employment, and reaching out to youths in the East End community. Trinity Lutheran Church of the Deaf 409 Swissvale Ave W Wilkinsburg PA 15221 237045237 501(c)(3) 10000 To provide support for church accessibility for Trinity Lutheran Church for Deaf people and help others discover faith and trust in our Savior, Jesus Christ. Tunnels to Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 020554654 501(c)(3) 10000 General operating support for helping provide mortgage-free homes to Gold Star and fallen first responder families with young children and by building specially-adapted smart homes for catastrophically injured veterans and first responders. Wesley Family Services 615 Alpha Dr Ste 250 Pittsburgh PA 15238 820653875 501(c)(3) 10000 General operating support to assist the organization to empower children, adults, and families by providing high-quality behavioral healthcare services and support programs. West Shore Lutheran School 3225 Roosevelt Rd Muskegon MI 49441 383243781 501(c)(3) 10000 Support for a school that cares for children from 6 weeks old all the way until the 8th grade. Services include: K-8th Grade, 3 & 4 Year Old Preschool, 6 weeks of age and older Child Care, and Continuous Learning Family Guidance 850 Cranberry Woods Dr Ste 2236 Cranberry Twp PA 16066 251128116 501(c)(3) 10000 General operating support for peer mentoring through camp scholarships. Hosanna Industries 109 Rinard Lane Rochester PA 15074 251626784 501(c)(3) 10000 To provide material support for the labor construction program consisting of home rehabilitation and repair for needy residents of southwestern Pennsylvania. International Lutheran Laymens League Lutheran Hour Ministries 660 Mason Ridge Center Dr St Louis MO 63141 430653365 501(c)(3) 10000 Offers acts of mercy and love to communities that are at-risk and underserved; Expand Lutheran Hour Ministries' mission outreach around the world, strengthening the opportunities for growth of the Gospel of Jesus Christ - specifically in the Middle East and Egypt. Knoch Academic Band Boosters 340 Knoch Rd Saxonburg PA 16056 453359386 501(c)(3) 10000 Support for the Mia Freyermuth Band Scholarship. Hope Lutheran School 2600 Haines Rd Levittown PA 19055 231522640 501(c)(3) 10000 To provide the students and families with a quality Christian education in a Christ-centered atmosphere by teaching God's Word, sharing His love, serving His people. LAMP Ministry PO Box 480167 New Haven MI 48048 432009311 501(c)(3) 10000 For assistance in ministering to remote communities in Canada. Provides support to recruit, train and send 400 volunteer missionaries to share the gospel year-round at First Nations villages in northern Canada. Royal Redeemer Lutheran Church 11680 Royalton Rd North Royalton OH 44133 237090636 501(c)(3) 10000 To support mission work with Premiere Lutheran Church in Cap-Haitien, Haiti by significantly improving the working conditions of our Pastors and teachers, transforming the lives of the people of our community through the Word and outreach actions include education, health and well-being through self sustainability. It's About the Warrior Foundation 12590 PERRY HWY STE 700 Wexford PA 15090 454944662 501(c)(3) 10000 To provide financial support to help this organization assist Tri-State Area (PA, OH, WV) post 9/11 veterans and their families. Stepping Stone Mission Inc 748 Gary Road NW Atlanta GA 30318 452047439 501(c)(3) 10000 To provide support and ministry to homeless men, women and children using Luther's Small Catechism in Atlanta, Georgia by replenishing supplies of catechisms and bibles to use in training homeless men and weekly food purchases, toiletries and clothing for homeless men who are in training. Lutheran Indian Ministries 15350 W Capitol Drive Brookfield WI 53005 391509253 501(c)(3) 10000 To provide financial support for LIM's goal to come alongside Native Americans and Alaska Natives to serve and support healing, restoration and renewal for individuals, families and communities. Mary's Place of Pittsburgh 2905 Castlegate Ave Pittsburgh PA 15226 824605430 501(c)(3) 10000 Funds provide support for a home for vulnerable pregnant and parenting women that provides support in an environment of reverence and love. Westmoreland County Food Bank 100 Devonshire Dr Delmont PA 15626 251422682 501(c)(3) 10000 To provide support of this local food pantry serving residents of Westmoreland County, Pennsylvania. South Asia Lutheran Mission 782 15th St Oakmont PA 15139 874191227 501(c)(3) 10000 Funds provide support for the promotion of education and literacy, through teaching and publishing outstanding resources, with emphasis on the needs of South Asia. International Lutheran Council PO Box 10149 Fort Wayne IN 46850 823121998 501(c)(3) 8200 Support for the International Lutheran Council's 2023 Mercy in Mission Task Force Strategic Planning Meeting. Global Lutheran Outreach 6709 Ficus Dr Miramar FL 33023 201993000 501(c)(3) 7875 To help provide support for Argentina and Kenya mission conferences for trainees. Eastern District of the LCMS 5111 Main St Williamsville NY 14221 430658188 501(c)(3) 6210 General operating support for assisting the Eastern LCMS District with their 2024 convention needs. Resurrection Lutheran Church 1612 Meadow Edge Ln Spring TX 77388 746150642 501(c)(3) 6000 To assist in training the House Parents at Hopewell Orphanage to better manage, encourage and strengthen the lives of children who have been orphaned, physically abused or sexually abused in the country of Belize. To also help provide ESL classes for pastors, community leaders, and individuals in the Plum Grove area of Houston, TX. Hands of Mercy 6527 Deepwater Point Rd Williamsburg MI 49690 261876383 501(c)(3) 5713 Support in Yambio, South Sudan in completing the brick wall/fence around the compound with a metal gate, adding adaptive playground equipment, and begin building a 2-room classroom, pit latrine, and playground for a nearby church. 57 0 Schedule I, Part I, Line 2 Angel Tear Ministries' grant making program is guided by an adopted operating policy for Angel Tear Ministries that includes details on the following: Gift Solicitation Policy, Gift Acceptance Policy, Asset Management and Investment Guidelines, Grant Making and Distribution Guidelines, and Reporting and Disclosure Guidelines. The Mission and Ministry Committee is tasked with the process of reviewing, scoring, and awarding/declining grants to eligible organizations. Eligibility is determined by guidelines established in the operating policy. Mission and Ministry Committee funding recommendations are then submitted to the Concordia Lutheran Ministries Board of Directors (EIN 20-5138278). Grantees are required to sign a grant agreement policy letter. Disbursements are then made in accordance with the signed grant agreement. Interim and final reporting as well as intermittent communications from grantees is required. Interim and final reporting includes a description of the grant project, the organizations' project outcomes, and financial reporting. Any changes to the grant agreement must be submitted in writing to the Mission and Ministry Committee for consideration. 0 1 0 0 0 0 0 0 0 Keith Frndak-See Schedule O President/Chairman 0 637671 0 182650 0 0 0 19825 0 13334 0 853480 0 0 Brian Hortert-See Schedule O Board Member 0 374401 0 58175 0 28133 0 19825 0 14471 0 495005 0 0 Michael Falbo-See Schedule O Secretary/Treasurer 0 244771 0 13750 0 0 0 16550 0 11186 0 286257 0 0 Tammy Young-See Schedule O Board Member 0 181998 0 17775 0 12707 0 13128 0 302 0 225910 0 0 Misty Ingram-See Schedule O Board Member 0 137104 0 10275 0 0 0 10105 0 11196 0 168680 0 0 Schedule J, Part I, Line 3 The Executive Committee of Concordia Lutheran Ministries (Parent) (EIN 20-5138278) approves the compensation of the Chief Executive Officer (CEO) annually through his employer Concordia Care Network (CCN) (EIN 47-3508524). Compensation includes base compensation, bonuses, and other fringe benefits such as health insurance. The committee uses data from state and national associations for organizations of similar size to compare compensation. Executive Committee decisions for CEO compensation are communicated to the Chief Financial Officer. Compensation for key employees is determined by the CEO. Data from state and national associations is used for comparison purposes. Schedule J, Part I, Line 4 Affiliate, Concordia Care Network (CCN) (EIN 47-3508524) participates in a non-qualified 457 deferred compensation plan for certain highly compensated employees of the Organization. The Concordia Lutheran Ministries (EIN 20-5138278) Board of Directors and CEO approve all participants who are enrolled in the plan. Contributions are deferred and will fully vest in five years. Once disbursed, contributions will appear in Box 5 of the participant's W-2. In the calendar year 2022 the following participants were enrolled in the plan: Michael Falbo, Brian Hortert, Keith Frndak, Paul Brand, Misty Ingram, and Tammy Young. Schedule J, Part II All board members of Concordia Lutheran Ministries Foundation serve on a purely volunteer basis. Any compensation to a board member by a related organization, reported on Part VII and Schedule J, is for his/her service as an employee of that organization and not for his/her service as a board member. Employment compensation for board members is as follows: Keith Frndak, CEO, Concordia Lutheran Ministries and its affiliates, Brian Hortert, COO, Concordia Care Network and facility based affiliates, Michael Falbo, CFO, Concordia Lutheran Ministries and its affiliates, Connor Hagey, Director of Retirement Services, Concordia Lutheran Health and Human Care, Tammy Young, CFO, Concordia Care Network and community based affiliates, Misty Ingram, COO, Concordia Care Network and community based affiliates, Paul Brand, Executive VP, Concordia Lutheran Ministries and its affiliates, Tim Temple, Senior Staff Accountant, Concordia Lutheran Care Network and facility based affiliates. Form 990, Part VI, Section A, Line 6 Concordia Lutheran Ministries (EIN 20-5138278) is the sole member of Concordia Lutheran Ministries Foundation. Form 990, Part VI, Section A, Line 7a The sole member, Concordia Lutheran Ministries (EIN 20-5138278), assigns the board of directors. Form 990, Part VI, Section A, Line 7b The sole member, Concordia Lutheran Ministries (EIN 20-5138278), has certain reserve powers over the organization's board of directors' decisions and actions. Form 990, Part VI, Section B, Line 11b The Concordia Lutheran Ministries (EIN 20-5138278) board of directors maintains reserve powers on the binding decisions made by the board of directors of this organization. Due to the reserve powers maintained by the board of directors of Concordia Lutheran Ministries, it has been decided to present the Form 990 of this organization to the board of directors of Concordia Lutheran Ministries for review prior to submission of this form. Additionally, any independent board member of this organization was offered an opportunity to review the Form 990 prior to submission as well. Form 990, Part VI, Section B, Line 12c The corporate compliance officer attends at least one board meeting per year to educate the board members on the compliance policies, including the conflict of interest policy. Board members are required to disclose any potential conflicts of interest prior to discussion on a topic where a conflict may exist. The board will determine if the conflict exists and act accordingly, which may include the conflicted board member recusing himself/herself from discussion and any votes related to the matter. Form 990, Part VI, Section B, Line 15 Concordia Lutheran Ministries Foundation has no employees. The processes listed in Line 15 are performed by affiliate organization, Concordia Care Network (EIN 47-3508524) for those persons listed on Part VII and on Schedule J. Form 990, Part VI, Section C, Line 18 Concordia Lutheran Ministries Foundation Form 990 is available at guidestar.org. Form 990, Part VI, Section C, Line 19 Concordia Lutheran Ministries publishes an annual report that summarizes the financial operations of the organization and its affiliates which is mailed to all of its constituents. The annual report, governing documents, conflict of interest policies, and financial statements are available to the public upon request. Form 990, Part VII, Section A, Line 1a All board members of Concordia Lutheran Ministries Foundation serve on a purely volunteer basis. Any compensation to a board member by a related organization, reported on Part VII and Schedule J, is for his/her service as an employee of that organization and not for his/her service as a board member. Employment compensation for board members is as follows: Keith Frndak, CEO, Concordia Lutheran Ministries and its affiliates, Brian Hortert, COO, Concordia Care Network and facility based affiliates, Michael Falbo, CFO, Concordia Lutheran Ministries and its affiliates, Connor Hagey, Director of Retirement Services, Concordia Lutheran Health and Human Care, Tammy Young, CFO, Concordia Care Network and community based affiliates, Misty Ingram, COO, Concordia Care Network and community based affiliates, Paul Brand, Executive VP, Concordia Lutheran Ministries and its affiliates, Tim Temple, Senior Staff Accountant, Concordia Lutheran Care Network and facility based affiliates. Form 990, Part XI, Line 9 ($684,294)-Assets released from restriction. Concordia Lutheran Ministries 134 Marwood Road Cabot PA 16023 205138278 Provides access to corp resources and expert support to carry out the purpose of the affiliates PA 501(c)(3) 12 Type III N/A 0 Concordia Lutheran Health and Human Care 134 Marwood Road Cabot PA 16023 250969458 Provides skilled nursing, personal care, independent living, and rehabilitation services PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Concordia Visiting Nurses 613 North Pike Road Cabot PA 16023 421704067 Provides home health care services PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Concordia Lutheran Ministries of Pittsburgh 1300 Bower Hill Road Pittsburgh PA 15243 270209886 Provides skilled nursing, personal care, independent living services, and rehabilitation services PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Concordia of Ohio 970 Sumner Parkway Copley OH 44321 611682165 Provides skilled nursing, personal care, independent living, and rehabilitation services OH 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Rebecca Residence 3746 Cedar Ridge Road Allison Park PA 15101 250974311 Provides skilled nursing, personal care, independent living, and rehabilitation services PA 501(c)(3) 10 Concordia Lutheran Health and Human Care EIN 25-0969458 0 Good Samaritan Hospice of Pittsburgh 116 Browns Hill Road Suite 100 Valencia PA 16059 251818793 Provides inpatient and outpatient hospice services PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Concordia Tele-Caregivers 613 North Pike Road Suite A Cabot PA 16023 251881783 Provides free monitoring to homebound clients and private duty services PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Concordia Visiting Nurses of Ohio 613 North Pike Road Cabot PA 16023 463845269 Provides home health care services OH 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Concordia of Monroeville 4363 Northern Pike Monroeville PA 15146 251475192 Provides skilled nursing, personal care, and rehabilitation services PA 501(c)(3) 10 Concordia Lutheran Ministries of Pittsburgh EIN 25-1818793 0 Cedars Home Health Care Services 4363 Northern Pike Monroeville PA 15146 251875508 Provides home health care services PA 501(c)(3) 10 Concordia Tele-Caregivers EIN 25-1881783 0 Concordia Community Support Services 613 North Pike Road Suite B Cabot PA 16023 473508524 Provides oversight, management, and strategic planning for home and community based services PA 501(c)(3) 12 Type II Concordia Lutheran Ministries EIN 20-5138278 0 Concordia Physicians Practice 134 Marwood Road Cabot PA 16023 473951584 Provides primary care physician services PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Concordia Hospice of Washington 613 North Pike Road Suite B Cabot PA 16023 812448411 Provides inpatient and outpatient hospice services PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Concordia of Florida 4100 E Fletcher Avenue Tampa FL 33613 371869372 Provides skilled nursing, personal care, independent living, and rehabilitative services FL 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Concordia Medical Equipment 615 North Pike Road Cabot PA 16023 204386767 Rental/sales of medical equipment and supplies PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Harmony Protection Group 134 Marwood Road Cabot PA 16023 852377219 Provide insurance coverage to affiliated 501(c)(3) orgs PA 501(c)(3) 12 Type II Concordia Lutheran Ministries EIN 20-5138278 0 Visiting Nurse Association of Indiana County 850 Hospital Road Suite 3000 Indiana PA 15701 237042932 Provide home health and community hospice services PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Concordia Ministries of New York Inc 134 Marwood Road Cabot PA 16023 863586342 Youth recreation services PA 501(c)(3) PF Concordia Care Network EIN 47-3508524 0 Bethlen Home of the Hungarian Reformed Federation of America dba Concordia at Bethlen 66 Carey School Road Ligonier PA 15658 250981135 Provide skilled nursing, personal care, independent living, rehab, home health, & hospice services PA 501(c)(3) 10 Concordia Care Network EIN 47-3508524 0 Providence Pharmacy Services 615 North Pike Road Cabot PA 16023 223885810 Provides institutional pharmacy & consulting services. PA Concordia Providence LLC 20-5138278 Related 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 Filed IRS Form 8868 for the automatic six month extension. Additional time was needed to gather information and complete Form 990 accurately.