2024-05-08T08:35:31-07:00 2023-06-30 990 2022-07-01 251881783 CONCORDIA TELE CAREGIVERS CONC 7243526200 613 North Pike Road Suite A Cabot PA 16023 Tammy Young CFO 7243526200 2024-05-08 Tammy Young 999009999 1 1 11 0 AAL2 2022 2023-04-26 12:10:37Z Concordia Private Care Martin Trettel 613 North Pike Rd Suite B Cabot PA 16023 1357889 0 X X 2001 PA Our Mission is to serve our aging community with a continuum of high quality caregiving options, provided in a Christian environment, and to serve those with limited funds to the best of our ability. 8 0 92 12 0 0 4897 3707 1457722 1349354 108 4828 0 0 1462727 1357889 199 0 0 0 1363102 824942 0 0 0 286580 459917 1649881 1284859 -187154 73030 462667 505412 127267 96982 335400 408430 Concordia Private Care has faithfully been offering top-quality non-medical services to people in the communities we serve. Many people who are ill or elderly need short or long-term assistance with normal day-to-day tasks. Our staff of personal caregivers undergoes continual training in the best ways to provide these types of services, customizing them to individual needs, with the patients independence, comfort, and safety in mind. Such tasks include but aren't limited to; assistance with bathing and dressing, ambulation (walking) and transfers, medication reminders, feeding, live-in companionship (24-hour care available). 0 0 978991 0 1354182 The mission of Concordia Tele CareGivers dba Concordia Private Care (CPC) is to serve our aging community with a continuum of high quality caregiving options, provided in a Christian environment, and to serve those with limited funds to the best of our ability. Approximately 656 consumers were served across five counties in Western Pennsylvania. A total of 30,754 visits, equating to 35,263 hours of care, were delivered by our staff. We serve those over 65 in the community in order to help them age in place in their home as safely as possible. Our staff of caregivers helps their consumers with functions of everyday living including, but not limited to: bathing, grooming, toileting, light housekeeping, laundry, grocery shopping, and meal preparation. Our consumers are referred to us from a wide variety of sources. These individuals are often nursing home eligible for their level of care. Our staff of caregivers provides Personal Assistance Services to this group of consumers. Our organization also accepts referrals from the VA to assist veterans who have been approved for in-home services including home support and personal care. Our administrative staff provides education to the community by speaking at different engagements on topics regarding senior independence. The CPC Private Duty Manager and the CPC Service Coordinators have addressed different consumer groups located at Concordia Continuing Care Retirement Communities within Butler and Allegheny County. Our goal is to educate the community we serve, in the tools available to help them stay in their homes as safely as possible for as long as possible. We have continued to offer and arrange contracted spiritual visits for our consumers that were provided by Concordia Visiting Nurses at no added cost. Total sponsorships during the fiscal year were $1,311. The following local community organizations were supported through sponsorships: BC3 Education Foundation, Inc., Butler Catholic School, Butler County Soccer Association, Butler County Symphony Association, Butler Football Boosters, Butler Health System Foundation Ladies Night Sponsor, Center Township Athletic Association (CTAA), Christ Lutheran Church-Pittsburgh, Community Health Center, Greensburg Central Catholic, Healing Hunger Beaver County, Park Police Association of Westmoreland County, Redeemer Lutheran School, Saxonburg Area Baseball Association (SABA), Saxonburg Arts Festival, Saxonburg Fine Art, Saxonburg Light Up Night Parade, Saxonburg Spartans, and St Mark's Lutheran Church Gala & Art Show. Employees of CPC were given the opportunity to participate in several mission events organized by the Concordia Mission Committee: Backpack Blessings: Aug-Sept 2022: Concordia Employees in PA and FL locations donated a total of 274 backpacks filled with school supplies for unhoused and underserved children ages 5-12 in partnership with Midwestern Intermediate Unit IV. St. Luke Lutheran Church House Build & Servant Day: Sept 2022: Concordia employees donated approx 80 volunteer hours to build frames of a home to be donated to family in need, and perform various other activities for items that will be donated to communities and groups in need. Angel Tree: Dec 2022: Employees purchased and wrapped Christmas Gifts for children who are experiencing homelessness in partnership with PA Education for Children & Youth Experiencing Homelessness-28 children were sponsored by employees at 15 different Concordia locations. Bed Build & Bedding Drive Mission: Feb 2023: Employee volunteers donated approx 70 volunteer hours to build bed frames to be distributed to families in need in Butler and Beaver counties. Lighthouse Foundation Food Pantry Distribution and Pantry Clean-Up: April 2023: Employee volunteers distributed food items to the families who utilize the pantry-approx 42 volunteer hours; and Employee volunteers cleaned The Lighthouse food pantry to ready it for the next distribution-approx 16 volunteer hours. Lighthouse Foundation Can Opener Collection Drive: April 2023: Collection drive to provide manual can openers to the Lighthouse food pantry-approx. 20 can openers were purchased by Concordia employees and donated to The Lighthouse Foundation. VOICe Bedding Collection Drive: April 2023: Collection drive to provide bed linens and mattresses for VOICe's emergency shelter. Concordia donated 30 new twin mattresses-Employees donated four large bags full of bedding. Greater Pittsburgh Community Food Bank and Knoch School District (Saxonburg, Pa.) Drive-up Food Distribution: June 2023: Employee volunteers assisted with drive-thru food distribution which addresses family food insecurity during summer months when children lose access to school provided meals. These Mission Events, sponsorships, and donations are some of the many ways we serve God by providing for the needs of His people. 3208 0 0 The Concordia Tele-Caregivers program is a free program available to any person in the Concordia service territory. Clients of the program are contacted via telephone each weekday morning by a volunteer just to ensure that the client is awake, functioning and able to answer their phone. During the phone conversation, we ensure that the client has taken steps to eat breakfast as well as take all directed medications. If the client does not answer their phone at their assigned time, action steps are taken to ensure that someone is reached who can either confirm the client's whereabouts or can go to the client's home to ensure that they are safe. This program provides additional comfort in one's home, and can give family members of elderly relatives living alone an additional sense of comfort. During the fiscal year ended June 30, 2023, 8 clients were provided with daily phone calls by a total of 3 volunteers. The Tele-Caregivers program was dissolved at the end of January 2023. 0 0 0 982199 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 7 0 1 92 1 0 0 0 0 0 0 0 0 X 8 0 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X X Tammy S Young 7243526200 613 North Pike Road Suite B Cabot PA 16023 X Keith Frndak- see Schedule O Former Chairman 0 50 X 0 820321 33159 Martin Trettel - see Schedule O Board Chairman/President 1 44 X X 0 329107 26985 Kay Frndak-Suder - see Schedule O Board Member 1 44 X 0 218179 14408 Tammy Young - see Schedule O Board Member/Secretary/Treasurer 1 45 X X 0 212480 13430 Misty Ingram - see Schedule O Board Member 1 44 X 0 147379 21301 Elizabeth Coe - see Schedule O Board Member 1 44 X 0 113378 7717 Connor Hagey - see Schedule O Board Member 1 44 X 0 97113 17964 Becky Bloom Board Member 1 44 X 0 97182 6920 Kristin Laboda - see Schedule O Board Member until December 2022 1 44.00 X 0 85898 6139 Julie Spirnock - see Schedule O Board Member 1 44 X 0 73910 4813 0 2194947 152836 0 1 1 0 Concordia Lutheran Ministries of Pittsburgh 1300 Bower Hill Road Pittsburgh PA 15243 Provided private care services 193365 1 0 0 0 3432 0 275 0 3707 Home Care Services 621610 1349354 1349354 0 0 0 0 0 0 1349354 4828 4828 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1357889 1354182 0 0 670881 562986 107895 27255 21091 6164 69828 59044 10784 56978 48519 8459 193365 193365 0 0 42646 42646 89640 13968 75672 6221 6221 20904 3040 17864 15673 8611 7062 16723 14118 2605 3847 1171 2676 133 15 118 4824 4048 776 8073 6775 1298 Equipment Rental 31339 31339 0 0 Recruitment 1158 0 1158 0 Service Charges 2815 0 2815 0 Pharmacy & Medical Supplies 204 204 0 0 22352 13905 8447 1284859 982199 302660 0 117883 129836 186342 155738 2132 1035 44137 30461 9717 13676 146593 205127 462667 505412 109750 30738 17517 66244 127267 96982 X 335400 408430 0 0 335400 408430 462667 505412 73030 0 0 0 0 0 X 0 1 X 1 0 X 26193 18321 14438 4897 3707 67556 1807226 1677828 1790281 1457722 1349354 8082411 1833419 1696149 1804719 1462619 1353061 8149967 8149967 0 39 19 108 4828 4994 0 39 19 108 4828 4994 0 0 256000 0 256000 1833419 1696188 2060738 1462727 1357889 8410961 0.96897 0.97227 0.00059 0.00002 X Schedule A, Part III, Line 1 Column (c) Fiscal Year Beginning in 2020 includes a Government Grant of $9,523 which is Allegheny County Hazard Pay. Schedule A, Part III, Line 12 Column (c) Fiscal Year Beginning in 2020 includes a Government Grant of $256,000 which was the recognition of the forgiveness of the Paycheck Protection Program (PPP) Loan from the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). 0 0 0 0 0 0 0 0 0 0 0 0 44137 30461 13676 0 0 0 0 13676 Due from Affilitates 180265 Right of Use Assets 24862 205127 Due to Affiliates 41381 Right of Use Liability 24863 66244 X 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. X X 0 1 0 0 0 0 0 0 0 Keith Frndak- see Schedule O Former Chairman 0 637671 0 182650 0 0 0 19825 0 13334 0 853480 0 Martin Trettel - see Schedule O Board Chairman/President 0 261960 0 42675 0 24472 0 19208 0 7777 0 356092 0 0 Kay Frndak-Suder - see Schedule O Board Member 0 184660 0 17050 0 16469 0 13879 0 529 0 232587 0 0 Tammy Young - see Schedule O Board Member/Secretary/Treasurer 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 Concordia Tele CareGivers 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 The organization reviews national and state salary surveys for various non-profit organizations. Compensation is then appropriately determined based upon experience and comparing to the benchmarks. Schedule J, Part I, Line 4 Concordia Tele CareGivers 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: Keith Frndak, Martin Trettel, Tammy Young, Kay Frndak-Suder, Elizabeth Coe, Misty Ingram and Becky Bloom. Form 990, Part VI, Section A, Line 2 Kay Frndak-Suder is a board member. She is the daughter of Keith Frndak who is a former board chairman. They did not serve on the board at the same time. Form 990, Part VI, Section A, Line 3 Concordia Tele CareGivers (CTC) entered into a management services agreement with Concordia Community Support Services (CCSS) on 7/1/15. CCSS will provide administrative, supervisory, financial, support and other services as reasonably needed so that CTC can provide the highest quality of private duty care which are non-medical services, all from the comfort of the patients' home. CCSS will be responsible for appointment of the manager for the agency and supervise all aspects of the operations of the private duty program. Form 990, Part VI, Section A, Line 6 Concordia Community Support Services is the sole member of Concordia Tele CareGivers. As of 9/1/2022 the legal name of Concordia Community Support Services was changed to Concordia Care Network with a dba of Concordia Community Support Services. Form 990, Part VI, Section A, Line 7a Concordia Community Support Services, as the sole member, assigns/appoints the Concordia Tele CareGivers board of directors. As of 9/1/2022 the legal name of Concordia Community Support Services was changed to Concordia Care Network with a dba of Concordia Community Support Services. Form 990, Part VI, Section A, Line 7b Concordia Community Support Services, as the sole member, has reserve powers over certain decisions, most especially board appointment, and buying and selling either new or existing reporting units of the operating segments within Concordia Tele CareGivers. As of 9/1/2022 the legal name of Concordia Community Support Services 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 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 1 (one) board meeting a year. All officers, directors or trustees, and key employees are educated on compliance policies and procedures with the corporate compliance officer. Updates on corporate compliance are addressed in scheduled meetings during the year with all staff (including management). Specific corporate compliance goals and objectives are reviewed and evaluated on an ongoing basis during the year with the corporate compliance officer. Additionally, board members are required to disclose any potential conflict of interest prior to discussion on a topic where a conflict may exist. The Board will determine if a 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 The organization reviews national and state salary surveys for various non-profit organizations. Compensation is then appropriately determined based upon experience and comparison to the benchmarks. The compensation for the Private Duty Manager 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 Concordia Tele CareGivers) which is mailed to all of its constituents and is available to the public upon request. The Concordia Tele CareGivers 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 Tele CareGivers 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, Chief Executive Officer, Concordia Lutheran Ministries and affiliates; Martin Trettel, Chief Executive Officer, Concordia Visiting Nurses; Tammy Young, Chief Financial Officer, Concordia Care Network and community-based affiliates; Kay Frndak-Suder, Executive Director, Concordia Lutheran Ministries of Pittsburgh; Misty Ingram, Chief Operations Officer, Concordia Care Network and community-based affiliates; Elizabeth Coe, Director of Business Operations, Concordia Care Network and community-based affiliates; Connor Hagey, Director of Retirement Services, Concordia Lutheran Health and Human Care; Kristin Laboda, Business Office Operations Manager, Concordia Care Network and community-based affiliates; Julie Spirnock, Retirement Services Coordinator, Rebecca Residence; Becky Bloom, Accounting Manager, Concordia Care Network and community-based affiliates. Concordia Lutheran Health and 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 Rebecca Residence dba Concordia at Rebecca Residence 3746 Cedar Ridge Road Allison Park PA 15101 250974311 Provide skilled nursing, personal care, and rehabilitative services PA 501(c)(3) 10 Concordia Lutheran Health and Human Care 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 Good Samaritan Hospice of Pittsburgh 116 Browns Hill Rd Suite 100 Valencia PA 16059 251818793 Provide inpatient and community hospice patient care PA 501(c)(3) 10 Concordia Care Network 0 Concordia Care Network 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 Visiting Nurses 613 North Pike Road Cabot PA 16023 421704067 Provide home care services PA 501(c)(3) 10 Concordia Care Network 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 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 Visiting Nurses of Ohio 613 North Pike Road Cabot PA 16023 463845269 Home health services OH 501(c)(3) 10 Concordia Private Care 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 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 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 Physician Practice 134 Marwood Road Cabot PA 16023 473951584 To provide primary physician services PA 501(c)(3) 10 Concordia Care Network 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 of Florida Inc 4100 E Fletcher Ave Tampa FL 33613 371869372 Provide skilled nursing, personal care, independent living, and rehabilitative services FL 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 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 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 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 Bethlen Home of the Hungarian Reformed Federation of America Concordia of Bethlen 135 Kalassay Dr Ligonier PA 156588726 250981135 Provide skilled nursing, personal care, independent living, home health and hospice services PA 501(c)(3) Concordia Care Network 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 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 0 0 Additional time was needed to gather information necessary to complete an accurate return. Extension was submitted electronically and approved by the IRS on 10/19/2023.