2024-05-08T11:17:03-07:00 2023-06-30 990 2022-07-01 812448411 CONCORDIA HOSPICE OF WASHINGTON CONC 7243526200 613 North Pike Road Suite B 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 Martin J Trettel 613 North Pike Road Cabot PA 16023 5031117 0 X www.concordiahw.org X 2016 PA Home Hospice/Nursing: Establish and maintain programs which provide supportive care for terminally ill patients and their families; and to provide associated services including, but not limited to, operation of a Non-Profit Hospice. 9 3 64 16 0 0 107171 62215 4836093 4903326 34681 65194 -8138 0 4969807 5030735 0 513 0 0 2348537 2516017 0 0 2849 1735381 1971332 4083918 4487862 885889 542873 2936866 2817462 497763 323189 2439103 2494273 Concordia Hospice of Washington's mission is to deliver quality hospice services, in good faith, on behalf of those who entrust themselves to our care and to minister to the unique needs of each individual with respect, dignity and compassion. The vision of the organization sets us apart from many non-profit and for-profit agencies and that is to serve the Triune God by providing for the needs of His people. In accordance with the Organization's mission, we provide benevolent care to those individuals who are unable to pay for the full cost of their care. 0 0 2347029 0 3973558 Concordia Hospice of Washington (CHOW) is a hospice agency in Washington, Pennsylvania that is dedicated to providing end-of-life quality, compassionate care for patients and their families in our communities who are facing a terminal illness. An interdisciplinary team comprised of volunteers, registered nurses, licensed practical nurses, social workers, home health aides, chaplains, bereavement counselors, and medical directors provide individualized care plans that adhere to federal regulations while striving to improve the overall quality of life of those on their end-of-life journey. During the fiscal year ended June 30, 2023, CHOW provided care to 461 patients and their families in their homes over a total of 22,532 days of care in the community. Understanding the difficulty of making the decision to elect hospice, CHOW provides the necessary clinical education and spiritual and emotional support through the CHOW Reflection of Care to help families make an informed decision. Concordia Hospice of Washington (CHOW) works in tandem with home health agencies and hospital systems to create a comprehensive palliative care program. This program focuses on providing compassionate transitions from nursing care to hospice care as illnesses and conditions progress. The organization has a team of hospice doctors and nurses that are up to date on the latest medications for pain and symptom management. Additionally, CHOW recognizes that emotional and spiritual pain is just as real as physical pain and therefore provides clergy and counselors to help patients and families cope with these issues. Bereavement counseling is also offered to both families of those receiving hospice care and those who have not received our services. CHOW is dedicated to providing quality hospice care regardless of whether a patient has health insurance or not. In cases where a patient is uninsured, CHOW takes on the cost and in cases where the patient is insured but has a significant amount of co-pays, CHOW is willing to write off these sums. CHOW utilizes volunteers to go wherever the client calls their home; that could be a nursing facility, their house, or inpatient unit. These volunteers assist with various tasks and activities throughout the fiscal year. Over the course of this past fiscal year, the volunteers at Concordia Hospice of Washington have provided 187 hours of service with a dollar value of $5,569. This is an increase of 100 hours compared to the prior year. Although recruitment during the COVID-19 pandemic was challenging, CHOW has made a concerted effort to increase our volunteers and hours. CHOW has attempted to target specific volunteer needs like playing music, pet therapy, spiritual support, beautician needs and various other specific needs. Many volunteers donate their sewing and craft making skills to provide items of comfort to patients and families by creating prayer shawls, blankets, lap quilts and rosaries. The agency provides education in the local community by discussing hospice care as it relates to a terminal disease. Volunteers help us with marketing and recruiting other volunteers. They help us when we go to health-related functions in the community and are available to discuss hospice services and volunteer opportunities with the public. CHOW takes its role in the community very seriously. During the COVID-19 pandemic, long-term living facilities and personal care homes experienced drastically limited visitation. This prompted the staff of CHOW to develop and launch the Cardinal Project to help enhance the lives of their residents during this challenging time. Since the inception of the program, 483 bird houses have been donated to local facilities and have been placed outside of patient rooms. Donations have continued to be received during the current fiscal year for the continuation of the project. The following organizations have received direct financial support from CHOW through sponsorships of events: Washington Health System Foundation for two fundraising events - the Sporting Clay Shoot and the Charity Ball; Concordia Lutheran Ministries Foundation sponsorship of the Good Samaritan Hospice Power of the Purse Fundraising Event benefiting the Youth Bereavement Care Program. A donation of a Gift Basket was made to the Concordia Lutheran Ministries Golf Outing. Backpacks and School Supplies were purchased for a Mission Event. Total donations and sponsorships made during the fiscal year ended June 30, 2023 were $3,013. Employees of CHOW were given the opportunity to participate in several Mission Events organized by the sister company Concordia Care Network dba Concordia Community Support Services. These are part of an ongoing Mission Committee that was formed to organize opportunities for employees to serve the community. Mission Events for 2022-2023: In August and September 2022, employees across all Concordia locations in Pennsylvania, including CHOW, 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. Employees purchased a total of 274 backpacks with essential school supplies including notebooks, pencils, erasers, markers, glue sticks, binders and folders. CHOW added to the efforts by donating backpacks and school supplies at a cost of $297. In September 2022, Concordia employees supported a house-build hosted by St. Luke Lutheran Church in Cabot, Pa. Employees volunteered their time to build frames of homes to be donated to families in need, and employees performed various other activities for items that were donated to local communities and groups in need. In April 2023, Concordia employees donated 58 volunteer hours to assist with The Lighthouse Foundation's food pantry on two separate occasions. Employees also participated in a collection drive and purchased 20 can openers to be given out at the food pantry. In April 2023, Concordia employees purchased new bedding for twin beds and Concordia Lutheran Ministries supported the employees' efforts by purchasing 30 new twin mattresses to support the needs of women utilizing emergency shelter services through Victims Outreach Intervention Center (VOICe) in Butler, Pa. On June 23, 2023, Concordia employees volunteered at the Greater Pittsburgh Community Food Bank's summer distribution event at Knoch Middle School. These donations, sponsorships and mission events are some of the many ways we serve God by providing for the needs of His people. Concordia Hospice of Washington held its fifth annual Butterfly Release event on Saturday August 27, 2022. This memorial event was open to anyone who wanted to honor and celebrate the memory of their loved ones, whether or not they were ever on service at CHOW. Over 500 butterflies were sold during the event and was attended by roughly 175 people. 1219218 513 994962 CHOW provides a range of inpatient care services, including assessment and management of acute, complex, or uncontrolled symptoms such as pain and shortness of breath. These services are available at the Donnell House, an eight-bed Inpatient Unit (IPU) designed for severe symptom management. During this fiscal year, CHOW provided care to 220 patients and their families through 1,704 days of care. The hospice staff at Donnell House are available around the clock to provide assistance and support for families going through the illness. Additionally, CHOW offers short-term respite care to give family caregivers a break from their duties. Analgesic needs that cannot be managed at home, such as complicated delivery mechanisms (e.g. subcutaneous) and frequent dose titration, can be provided in the general inpatient setting. 0 0 0 3566247 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 0 0 0 1 18 0 1 64 1 0 0 0 0 0 0 0 0 X 9 3 0 1 0 0 1 1 1 1 1 0 0 0 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 Keith Frndak - see Schedule O Former Chairman 0 50 X 0 820321 33159 Martin Trettel - see Schedule O Board Chair/President 1 44 X X 0 329107 26985 Tammy Young - see Schedule O Board Member/Secretary 1 44 X X 0 212480 13430 Misty Ingram - see Schedule O Board Member 1 44 X 0 147379 21301 Ronisue Lucas - see Schedule O Board Member 1 44 X 0 131168 20182 Mena Louies Executive Director 44 1 X 123430 0 14090 Amy Shortall-Cardillo - see Sch O Board Member 1 44 X 0 115874 8215 Kristin Laboda - see Schedule O Board Member 1 44 X 0 85898 6139 Rodney Louk Board Vice Chair 1 1 X X 0 0 0 Regina Davin Board Member 1 0 X 0 0 0 Karen Bray Board Member 1 1 X 0 0 0 Brook Ward Treasurer 1 0 X 0 0 0 123430 1842227 143501 2 1 1 0 0 43 0 0 42134 0 20038 0 62215 Hospice Care Services in the Community 621610 3908364 3908364 0 0 Hospice Inpatient Care Services 623000 801507 801507 0 0 Hospice Respite Care Services 623000 193455 193455 0 0 0 0 0 0 4903326 65576 65576 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 382 0 -382 -382 -382 0 0 0 0 5030735 4968520 0 0 513 513 0 0 149512 149512 1931292 1785249 146043 83806 75155 8651 193637 178306 15331 157770 145515 12255 100000 100000 107225 107225 325886 84516 241089 281 12651 12651 85597 25143 57886 2568 76402 63840 12562 206781 191144 15637 70913 70913 3802 2502 1300 35221 32558 2663 12466 11523 943 Pharmacy and Medical Supplies 692534 692506 28 0 Outside Transportation 168778 168778 0 0 Food Service Costs 15104 15104 0 0 Recruitment/Help Wanted Ads 13927 13437 490 0 44045 9545 34500 4487862 3566247 918766 2849 415171 316944 681534 521483 14255 16846 340360 198321 140830 142039 350000 350000 1335076 1470150 2936866 2817462 231776 264803 265987 58386 497763 323189 X 2437624 2480497 1479 13776 2439103 2494273 2936866 2817462 X 542873 0 0 0 0 -487703 X 0 1 1 1 1 X 31095 204248 97951 107171 62215 502680 3031821 4502115 4699214 4836093 4903326 21972569 3062916 4706363 4797165 4943264 4965541 22475249 22475249 30640 31073 24917 34931 65576 187137 30640 31073 24917 34931 65576 187137 0 0 338400 -8138 0 330262 3093556 4737436 5160482 4970057 5031117 22992648 0.97750 0.97810 0.00814 0.00636 X Schedule A, Part III, Line 1 Column (b) Fiscal Year Beginning in 2019 includes a Government Grant of $178,085 which was a Stimulus Payment from the CARES Act Provider Relief Fund. Column (c) Fiscal Year Beginning in 2020 includes a Government Grant of $39,470 which was a Stimulus Payment from the CARES Act Provider Relief Fund. Column (d) Fiscal Year Beginning in 2021 includes Government Grants of $69,379 which was a Stimulus Payment from the CARES Act Provider Relief Fund and a FEMA Grant. Schedule A, Part III, Line 12 The Other Income received in Fiscal Year Beginning in 2020 was 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 Fiscal Year Beginning in 2021 was Realized Loss on Investment held by Affiliate. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 8882 4873 4009 0 329540 193448 136092 0 1938 0 1938 142039 Due From Affiliates 1456374 Assets Whose Use is Limited 13776 1470150 0 Due To Affiliates 58386 58386 X 5030735 0 0 0 0 0 5030735 0 0 0 5030735 4487862 0 0 0 0 0 4487862 0 0 0 4487862 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 0 Martin Trettel - see Schedule O Board Chairman/President 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 Ronisue Lucas - see Schedule O Board Member 0 127643 0 3525 0 0 0 8662 0 11520 0 151350 0 0 Schedule J, Part I All board members of Concordia Hospice of Washington 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 Hospice of Washington 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, Misty Ingram. 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 Concordia Hospice of Washington (CHOW) entered into a management services agreement with Concordia Community Support Services (CCSS) on 4/18/16. CCSS will perform management and policy functions and is committed to developing strong leadership to assure efficient and competent operations of the Hospice Program for the benefit of CHOW's members and the patients served. CCSS will be responsible for appointment of the administrator for the agency and supervise all aspects of the operations of the home health program. Form 990, Part VI, Section A, Line 6 Concordia Community Support Services shall have 70% membership interest in Concordia Hospice of Washington and Washington Health System shall have 30% membership. 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 The Board of Directors of Concordia Hospice of Washington shall consist of nine (9) persons as follows; six (6) directors shall be appointed by Concordia Community Support Services and three (3) directors shall be appointed by Washington Health System. 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 The two (2) members have reserved powers, the exercise of which shall require the unanimous vote or consent of the members. 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 Concordia individuals of 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 members of this organization were sent 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 comparing to the benchmarks. 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 Concordia Hospice of Washington) which is mailed to all of its constituents and is available to the public upon request. The Concordia Hospice of Washington 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 Hospice of Washington 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; Misty Ingram, Chief Operating Officer, Concordia Care Network and community based affiliates; Ronisue Lucas, Executive Director, Good Samaritan Hospice; Amy Shortall-Cardillo, Director of Quality and Compliance, Concordia Care Network and community based affiliates; and Kristin Laboda, Business Operations Manager, Concordia Care Network and community based affiliates. Form 990, Part XI, Line 9 Net Value of Distributions to members during current fiscal year ($500,000) and the Net Value of Contributions with Donor Restriction received during the fiscal year that will carry over to the following fiscal year $12,297. 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 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 Road Cabot PA 16023 863586342 Youth recreation services PA 501(c)(3) PF Concordia Care Network 0 Concordia of Florida Inc 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 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 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 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 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 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 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 0 0 0 0 1 1 1 1 1 1 1 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.