2024-05-08T12:20:54-07:00 2023-06-30 990 2022-07-01 237042932 VISITING NURSE ASSOCIATION OF INDIANA COUNTY VISI 7244636340 850 Hospital Road Suite 3000 Indiana PA 15701 Tammy Young CFO 7243526200 2024-05-08 Tammy Young 999009999 1 1 11 0 AAL2 2022 2023-04-26 12:10:37Z Concordia-IRMC VNA Misty Ingram 613 N Pike Rd Suite B Cabot PA 16023 7395941 0 X www.concordiairmcvna.org X 1967 PA Families in Indiana County have been certain that they can depend on the Visiting Nurse Association to assist them at home after a hospitalization or nursing home stay, when an illness or injury occurs, or as they face the challenges at end of life through high-quality hospice care. 9 4 135 16 0 0 680180 117102 8552034 7248554 -3798 4782 -2987 22345 9225429 7392783 0 25 0 0 5491307 4390563 0 0 19597 2580172 2826964 8071479 7217552 1153950 175231 3843234 3622744 833424 924157 3009810 2698587 The mission of the Visiting Nurse Association of Indiana County is to provide the full range of compassionate, high quality, cost-effective services needed to support those we serve in their homes and communities. The Intention is to provide these services on the basis of need, as resources permit. For fiscal year ending 06/30/2023, a total of $14,694 in services was rendered as benevolent care. 0 0 3617732 25 5332549 The Visiting Nurse Association of Indiana County dba Concordia-IRMC VNA provides compassionate home health, hospice and palliative care as an integral part of the continuum of care for persons in and around Indiana County. The program service accomplishments of Concordia-IRMC are driven by the core mission to provide a comprehensive program for the residents of Indiana, Armstrong, Jefferson, Westmoreland, and Cambria counties. The agency strives to succeed with an aging-in-place philosophy by providing a wide breadth of services in the home, preventing rehospitalization, enhancing home safety and monitoring chronic disease states. The agency also works to provide the highest quality care to anyone in need, regardless of ability to pay. During the fiscal year ending June 30, 2023 a total of 2,110 unduplicated patients were served by Concordia-IRMC home health staff. There were 39,628 visits made to the patients in our home health program during fiscal year ending June 30, 2023. Concordia-IRMC also offers palliative care services in the home. We utilize an interdisciplinary medical caregiving approach aimed at optimizing quality of life and mitigating suffering among people with serious illness. The goal is to provide the care to the patient as well as the family as they journey towards a possible hospice plan of care. Examples of our initiatives include telehealth/telemedicine. Concordia-IRMC provides tele-health monitoring free of charge to patients with chronic diseases. Tele-Health monitoring is a non-billable service. Tele-Health has been utilized over the past year to provide addition monitoring for COVID-19 positive patient vital sign trending in addition to monitoring and tracking other patients with comorbidities. Concordia-IRMC employs a Transitional Nurse Liaison who serves the community by assisting discharge planners assess the patients' needs to obtain appropriate orders for the plan of care. This position also attends community gatherings to discuss programs and events sponsored by Concordia-IRMC. The goal is to reach as many people as possible in the community to promote wellness and teach prevention. Flu Shots were provided at the community Flu Clinics held at various sites. Concordia-IRMC VNA spent a total of $7,000 on flu vaccines that were given to patients and families. Total cost to the agency for sponsorships and donations for fiscal year ended June 30, 2023 equated to $3,275. This includes $3,000 for the Indiana Healthcare Foundation Golf Outing sponsorship and $250 for the Good Samaritan Hospice Youth Bereavement Care Power of the Purse event. The Maheffey Fire Department was also supported with a donation of $25 as part of our Employee Benefit Fund program. Donations are given to a charity of employee's choice when a qualifying event occurs, such as a death in the family. Additional funding via distributions to 501(c)(3) member hospital systems at a total of $500,000 have expanded like-minded mission within the geographical communities we serve. Employees of Concordia-IRMC VNA were give the opportunity to serve by participating in mission events organized by the parent company Concordia Care Network dba Concordia Community Support Services. Here are the mission event opportunities that Concordia-IRMC VNA took part in during the fiscal year. In August and September 2022, employees across all Concordia locations in Pennsylvania, including Concordia-IRMC VNA, participated in a donation-based mission to support Midwestern Intermediate Unit IV, a program that services 27 school districts and 3 vo-techs in Butler, Lawrence and Mercer Counties. Concordia employees purchased a total of 274 backpacks with essential school supplies including notebooks, pencils, erasers, markers, glue sticks, binders and folders. In February and March 2023, employees at Concordia-IRMC VNA held a collection drive to stock Family Promise of Indiana County's Beyond Shelter Store for unhoused families. A trunk full of paper and hygiene products were donated by employees. These donations, sponsorships and mission events are some of the ways we serve God by providing for the needs of His people. 1585924 0 1940890 The Visiting Nurse Association of Indiana County dba VNA Family Hospice's primary focus is helping individuals to live peacefully, positively, and as fully as possible through caring, not curing. Hospice is not a place, but a concept for healthcare delivery. It focuses on creating a natural and comfortable end-of-life experience for those dealing with a life-limiting illness, all in the comfort of their own home. Whether the goal is relief from pain, desire to experience a meaningful event such as a wedding, the birth of a child, a birthday, resolving unfinished business, or is simply the hope for a restful night sleep, the team at VNA Family Hospice can provide an array of supportive services. These include, but are not limited to: nursing and related services, personal care counseling, companionship, spiritual services and bereavement care. Hospice program patients and bereavement families received services and were provided with 9,417 visits. In addition, hospice volunteers provided 405 direct hours of service to program recipients including support to the family of the hospice patient. The VNA Family Hospice provides bereavement counseling and grief support groups to members of the community grieving the loss of a loved one or friend at no charge. Also, a summer newsletter and bereavement mailings were sent offering spiritual support, coping techniques and education to hospice family members. The 13th annual Concordia-IRMC Butterfly Release was held in in person and as well as a modified drive through style format on August 7th, 2022 at Mack Park, Indiana, PA. This memorial event was open to anyone who wanted to honor and celebrate the memory of their loved ones, whether or not they were on services with VNA Family Hospice or Concordia-IRMC VNA Home Health. 600 butterflies were sold for a donation to the Hospice for families to pick up and release at home or participate in a group release at Mack Park following a short dedication and memorial service. Concordia-IRMC and VNA Family Hospice also continue to offer community grief support to children in need through the Hopeful Hearts program. The mission is to raise awareness of the needs of grieving children and provide programs to address those individuals in need. This was accomplished through a variety of in person group sessions as well as newly initiated school-based programs and collaboration. During fiscal year July 1, 2022 to June 30, 2023, Hopeful Hearts served a collective of 10 families encompassing 19 children and 10 adults in need. The program is funded through support from Concordia-IRMC VNA and VNA Family Hospice as well as through grants and donations received. 0 0 0 5203656 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 135 0 0 0 0 0 0 0 0 0 X 9 4 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X Tammy S Young 7243526200 613 North Pike Road Suite B Cabot PA 16023 X Martin Trettel - see Schedule O Board Chair 1 44 X X 0 329107 26985 Tammy Young - see Schedule O Board Member/Secretary/Treasurer 1 44 X X 0 212480 13430 Misty Ingram - see Schedule O Board Member/President 1 44 X X 0 147379 21301 Mena Louies - see Schedule O Board Member 1 44 X 0 123430 14090 Elizabeth Coe - see Schedule O Board Member 1 44 X 0 113378 7717 William Bellas Executive Director 45 0 X 0 110750 7208 Jim Kinneer Board Vice Chair 1 0 X X 0 0 0 Mark Volovic Board Member 1 0 X 0 0 0 Robert Gongaware Board Member 1 0 X 0 0 0 Jodi Waltermire Board Member 1 0 X 0 0 0 0 1036524 90731 0 0 1 0 Concordia Care Network dba Concordia Community Support Services 613 North Pike Road Suite B Cabot PA 16023 Management Company 470821 Concordia Visiting Nurses 613 North Pike Road Cabot PA 16023 Management Services 136095 2 5171 0 17235 291 0 94405 0 117102 Home Care Patient Service Revenue 621610 5318585 5318585 0 0 Hospice Patient Service Revenue 621610 1943963 1943963 0 0 Contracted Revenue 621610 700 700 0 0 Benevolent Care 621610 -14694 -14694 0 0 0 0 0 0 7248554 4782 4782 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5400 17235 3158 2242 0 2242 Miscellaneous Income 621610 20103 20103 0 0 0 0 0 0 20103 7392783 7273439 0 2242 25 25 3502893 2999026 503867 106739 86529 20210 471379 400838 70541 309552 263031 46521 606916 606916 257157 257157 517817 351247 151832 14738 29108 29108 236441 80214 155813 414 131452 90064 41388 177472 151944 25528 310108 309809 299 5699 4172 1527 32 32 46022 39402 6620 34704 29712 4992 Pharmacy & Medical Supplies 322069 322069 0 0 Recruitment/Help Wanted Ads 47335 39131 8204 0 Other Supplies 45073 8658 34187 2228 Indirect Fundraising Exp 2217 0 0 2217 57342 27753 29589 0 7217552 5203656 1994299 19597 1960872 958895 287105 1108409 939017 40173 30442 471585 350767 119486 120818 55270 55270 400000 400000 159024 831197 3843234 3622744 441230 363439 179986 129954 212208 430764 833424 924157 X 2969570 2645464 40240 53123 3009810 2698587 3843234 3622744 X 175231 0 0 0 0 -486454 X 0 1 1 1 1 X 410942 339379 207084 680180 117102 1754687 7468023 7001864 7502198 8552034 7248554 37772673 7878965 7341243 7709282 9232214 7365656 39527360 39527360 88244 22737 39047 1959 4782 156769 88244 22737 39047 1959 4782 156769 0 0 1173505 0 20103 1193608 7967209 7363980 8921834 9234173 7390541 40877737 0.96697 0.96630 0.00384 0.00547 X Schedule A, Part III, Line 1 Column (d) Fiscal Year Beginning in 2021 includes a Government Grant of $557,092 which was a Stimulus Payment from the CARES Act Provider Relief Fund and FEMA Grant. Schedule A, Part III, Line 12 The Other Income received in the Fiscal Year Beginning in 2020 was miscellaneous income and the recognition of the forgiveness of the Paycheck Protection Program (PPP) Loan from the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The Other Income received in the Fiscal Year Beginning in 2022 was miscellaneous income. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19577 0 0 0 0 0 19577 19577 0 0 0 0 0 19577 19577 0 0 0 0 0 19577 19577 0 0 0 0 0 19577 19577 0 0 0 0 0 19577 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 469635 350767 118868 0 1950 0 1950 120818 Due from Affiliates 505125 Right of Use Assets 272949 Assets Whose Use Is Limited 53123 831197 0 Current Liability - Lease Liability 167375 Due to Affiliates 157815 Long Term Liability - Lease Liability 105574 430764 X 7396604 0 0 0 3821 3821 7392783 0 0 0 7392783 7220710 0 0 0 3158 3158 7217552 0 0 0 7217552 Schedule D, Part V, Line 4 Permanently Restricted Net Assets represent contributions received with the donor restriction that the principal be invested in perpetuity and that only the income earned thereon will be available for operations. Schedule D, Part X, Line 2 The Organization is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code (Code) and has been recognized as tax exempt under Section 501(a) of the IRC. Accordingly, no provision for income taxes has been provided. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Organization and recognize a tax liability or asset if the Organization has taken an uncertain position that more likely than not would be sustained upon examination by the Internal Revenue Services (IRS). The Organization has concluded that as of June 30, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability, asset, or disclosure in the financial statements. Generally, tax returns for years ended June 30, 2020, and thereafter remain subject to examination by federal and state tax authorities. Schedule D, Part XI, Line 2d Other revenues included on the audited financial statements are $3,158 Direct Expenses to the Gross Income from Fundraising Events and $663 Net Assets Released from Restriction. Schedule D, Part XII, Line 2d Other expenses included on the audited financial statements are $3,158 Direct Expenses related to the Fundraising Event. Butterfly Release 22635 17235 5400 0 0 150 33 0 2975 0 0 22635 17235 5400 0 0 150 33 0 2975 3158 2242 X X 0 1 0 0 0 0 0 0 0 Martin Trettel - see Schedule O Board Chairman 0 261960 0 42675 0 24472 0 19208 0 7777 0 356092 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 All board members of Visiting Nurse Association of Indiana County 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. Schedule J, Part I, Line 3 On an annual basis, personnel committee does a study of wages using various data sources including Guidestar website data, an annual health care compensation data book purchased from the National Association of Home Care and Hospice organization, and PA Wage information from the PA Labor & Industry website. The committee presents their findings and recommendations to the board. The Executive Director was reviewed during the fiscal year associated with this return. Schedule J, Part I, Line 4 Visiting Nurse Association of Indiana County participates in a non-qualified 457 deferred compensation plan for certain highly compensated employees. 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: Martin Trettel, Tammy Young, Misty Ingram and Elizabeth Coe. Form 990, Part VI, Section A, Line 1b The independent board members are independent due to the definition of control. These members are employed by the minority member (the member hospital). They serve purely on a volunteer basis. They are not compensated for their participation on the board of directors. Form 990, Part VI, Section A, Line 3 Visiting Nurse Association of Indiana County (VNAIC) entered into a management services agreement with Concordia Community Support Services (CCSS) on 4/15/2020. CCSS will perform management and policy functions and is committed to developing strong leadership so that VNAIC can provide the highest quality of home health and hospice care from nursing and therapy to specialized services such as IV therapy, wound care, palliative care, and psychiatric care, all from the comfort of the patients' home. The management services are being provided so that VNAIC can provide education and direct care to an aging population. CCSS will be responsible for appointment of the administrator for the agency and supervise all aspects of the operations of the home health and hospice program. Form 990, Part VI, Section A, Line 6 Beginning January 1, 2021, through an affiliation agreement dated April 15, 2020 with an effective date of January 1, 2021, Concordia Community Support Services (CCSS) became the majority and managing member of Visiting Nurse Association of Indiana County d/b/a Concordia-IRMC VNA. The Organization's members consist of CCSS and Indiana Regional Medical Center with membership interests of 51% and 49%, respectively. As of 9/1/2022, the legal name of CCSS was changed to Concordia Care Network with a dba of Concordia Community Support Services. Form 990, Part VI, Section A, Line 7a Beginning January 1, 2021, through an affiliation agreement dated April 15, 2020 with an effective date of January 1, 2021, Concordia Community Support Services (CCSS) became the majority and managing member and Indiana Regional Medical Center (IRMC) became the minority member. From that point forward, three (3) to five (5) directors shall be appointed by CCSS, and two (2) to four (4) directors shall be appointed by IRMC. The VNAIC board of directors consists of a total of five (5) to nine (9) persons. As of 9/1/2022, the legal name of CCSS was changed to Concordia Care Network with a dba of Concordia Community Support Services. Form 990, Part VI, Section A, Line 7b Beginning January 1, 2021, through an affiliation agreement dated April 15, 2020 with an effective date of January 1, 2021, Concordia Community Support Services (CCSS) became the majority and managing member and Indiana Regional Medical Center (IRMC) became the minority member. In addition to those rights and privileges otherwise accorded to the two Members under these Bylaws, the Corporation's Articles of Incorporation or Pennsylvania law, the two Members shall have the authority to appoint and remove certain Directors, and shall have certain reserved powers as stated in the Bylaws. As of 9/1/2022, the legal name of CCSS was changed to Concordia Care Network with a dba of Concordia Community Support Services. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared and reviewed by the accounting department for Concordia Care Network dba Concordia Community Support Services. The document is then reviewed by the CFO. The board is sent draft copies of the 990 prior to filing, in order to provide questions, comments, and feedback. Questions and comments are addressed accordingly. Upon board approval the final 990 is submitted to the taxing authorities. A copy of the final 990 is made available to all board members. Form 990, Part VI, Section B, Line 12c Board members must complete a conflict interest disclosure statement when they join the board and on an annual basis in subsequent years. Form 990, Part VI, Section B, Line 15 On an annual basis, personnel committee does a study of wages using various data sources including Guidestar website data, an annual health care compensation data book purchased from the National Association of Home Care and Hospice organization, and PA Wage information from the PA Labor & Industry website. The committee presents their findings and recommendations to the board. The Executive Director was reviewed during the fiscal year associated with this return. Form 990, Part VI, Section C, Line 19 Concordia Lutheran Ministries (EIN 20-5138278) publishes an annual report that summarizes the financial operations of the organization and its affiliates (including Visiting Nurse Association of Indiana County) which is mailed to all of its constituents and is available to the public upon request. The Visiting Nurse Association of Indiana County 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 Visiting Nurse Association of Indiana County 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: Martin Trettel, Chief Executive Officer, Concordia Visiting Nurses; Tammy Young, Chief Financial Officer, Concordia Care Network and community based affiliates; Misty Ingram, Chief Operating Officer, Concordia Care Network and community based affiliates; Mena Louies, Executive Director, Concordia Hospice of Washington; and Elizabeth Coe, Director of Business Operations, Concordia Care Network and community based affiliates. Form 990, Part XI, Line 9 Net Value of: Distribution to partners during current fiscal year ($500,000), Contributions with Donor Restriction received during the fiscal year that will carry over to the following fiscal year $13,510. Investment Income held on temp restricted funds $36. 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 0 Cedars Home Health Care Services 4363 Northern Pike Monroeville PA 15146 251875508 Home Health Services PA 501(c)(3) 10 Concordia Tele CareGivers 0 Concordia Care Network dba Concordia Community Support Services 613 North Pike Road Suite B Cabot PA 16023 473508524 Provide oversight, management and strategic planning PA 501(c)(3) 12 Type II Concordia Lutheran Ministries 0 Concordia Hospice of Washington 613 North Pike Road Suite B Cabot PA 16023 812448411 Provide inpatient and community hospice patient care PA 501(c)(3) 10 Concordia Care Network 0 Concordia Lutheran Health & Human Care 134 Marwood Road Cabot PA 16023 250969458 Provide skilled nursing, personal care, independent living, and rehabilitative services PA 501(c)(3) 10 Concordia Care Network 0 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 Ministries Foundation 134 Marwood Road Cabot PA 16023 205138266 Raise and receive funds for the furtherance of the mission and purposes of affiliated 501(c)(3) orgs PA 501(c)(3) 12 Type II Concordia Lutheran Ministries 0 Concordia Lutheran Ministries of Pittsburgh 1300 Bower Hill Road Pittsburgh PA 15243 270209886 Provide skilled nursing, personal care, independent living, and rehabilitative services PA 501(c)(3) 10 Concordia Care Network 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 0 Concordia Ministries of New York Inc 134 Marwood Rd Cabot PA 16023 863586342 Youth recreation services PA 501(c)(3) PF Concordia Care Network 0 Concordia of Florida 4100 E Fletcher Avenue Tampa FL 33613 371869372 Provide skilled nursing, personal care, independent living, and rehabilitative services FL 501(c)(3) 10 Concordia Care Network 0 Concordia of Monroeville 4363 Northern Pike Monroeville PA 15146 251475192 To provide skilled nursing, personal care, independent living and rehabilitation services PA 501(c)(3) 10 Concordia Lutheran Ministries of Pittsburgh 0 Concordia of Ohio 970 Sumner Parkway Copley OH 44321 611682165 Provide skilled nursing, personal care, independent living, and rehabilitative services OH 501(c)(3) 10 Concordia Care Network 0 Concordia Physician Practice 134 Marwood Road Cabot PA 16023 473951584 To provide primary physician services PA 501(c)(3) 10 Concordia Care Network 0 Concordia Tele CareGivers 613 North Pike Road Suite A Cabot PA 16023 251881783 Provide private duty non-medical services PA 501(c)(3) 10 Concordia Care Network 0 Concordia Visiting Nurses 613 North Pike Road Cabot PA 16023 421704067 Provide home health care services PA 501(c)(3) 10 Concordia Care Network 0 Concordia Visiting Nurses of Ohio 613 North Pike Road Cabot PA 16023 463845269 Home Health Services OH 501(c)(3) 10 Concordia Care Network 0 Good Samaritan Hospice of Pittsburgh 116 Browns Hill Road Suite 100 Valencia PA 16059 251818793 Provide inpatient and community hospice patient care PA 501(c)(3) 10 Concordia Care Network 0 Harmony Protection Group 134 Marwood Rd Cabot PA 16023 852377219 Provide insurance coverage to affiliated 501(c)(3) orgs PA 501(c)(3) 12 Type II Concordia Lutheran Ministries 0 Rebecca Residence dba Concordia at Rebecca Residence 3746 Cedar Ridge Road Allison Park PA 15101 250974311 Provide skilled nursing, personal care, independent living, and rehabilitative services PA 501(c)(3) 10 Concordia Lutheran Health and Human Care 0 Providence Pharmacy Services 615 North Pike Road Cabot PA 16023 223885810 Provides institutional pharmacy services and consulting as the limited partnership PA Concordia Providence LLC Related 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 1 1 1 0 Additional time was needed to gather information and complete the Form 990. Extension was submitted electronically and approved by the IRS on 10/19/2023.